Release Notes for Upgrade of 12-Aug-2008

 

 

Several programs have been updated in preparation for the upcoming implementation of the CCH Sales Tax processing service.  They include: BO_RELEASE, CREATE_ORDER, IC_COM_INV, MANIFEST_INQ, VIEW_TICKET, OE1559, OE1580, OE1585, OE2000, OE2005, OE2010, OE2030, OE2035, OE2040, OE5047, OE5049.

 

AR2530 – Credit Card Payments Processed Report

Added date range selection instead of just a single date.

Also creates CSV output file

 

CUSCON module – Customer Information System Inquiry

Additional customer data is displayed on the first screen.  Can re-display additional data, by entering a ‘/X’.

Can now create a customer list for a single salesperson by choosing ‘/C’ at the cust# prompt, then selecting option #10.

 

GET_CCARD module – Retrieve and process credit card approvals/settlements

Added ability to NOT add the ‘add-on’ dollars or percentage if ticket already has the freight charges added, or order is prepaid.

 

IC_COM_INQ module – ‘/VA’ inquiry

Will no longer allowed a ‘/VA’ on an item that is on ‘vendor-hold’

 

IM0650 – Create receiving documents

Added 3 additional sort options for ‘Receipt Entry’ documents.

 

IM2591 – Product File Listing

Added option to select part numbers by using a text file (/SPEC) that contains the manufacturer and part numbers to be selected.

 

IM2730 – Stock file editor

Added new option (#9) to enforce the sell pack quantity. When this option is set, order entry will enforce the use of the sell pack for the part number. No override is allowed.

 

IM3220 – Obsolete Inventory Report

Added the following data to the CSV file: Stock-Location, whse-pop-code, current-sales, period_1-24 sales, Other-whses, Other-whses-sales, Other-whses-onhand

 

IM3530 – IP report

Added additional element to CSV output – Column 109 – PO#/OnOrd_qty/Expected_Ship_Date

 

IM3550 – Set minimum stock on-hand quantity

Added the ability to set minimum stock quantities by whse-pop-code and the ability to leave manually set minimums unchanged.

 

IM6201 – Price Change from file

Added ‘impact’ reporting capability (by adding a ‘+’ after the price-change routine-id#).  This creates a report that restates prior period sales, using the new price structure, to analyze the gross profit effect of the proposed price change.

 

 

 

OE1339 – Ticket Printer

Added option to print the ‘duplex’ style document, but print on 2 separate pages instead of front-to-back on a single page.

Added ability to print ‘bin-tags’ (similar to customer price labels).

Added ability to print customer-specific ‘remit-to’ and/or ‘rma’ addresses on RMA’s or Invoices (implemented in the ‘MA’ codes type).

 

OE1360 – Print customer price labels/bin-tags

Added support for printing bin-tags

 

OE1510 – EODAY invoice processing

Changed invoice ‘finalizer’ to CHANGE discount surcharges (/D) to a fixed charge (/S) instead of DELETE and ADD mechanism.

 

OE1550 – Migrate ORDHED and ORDDET to MTDHED and MTDDET

Removed 50000 ORDHED record limitation, can now process and unlimited number of invoices.

 

OE1681 – Check for shipping order from alternate warehouse

Added additional CSV output file

 

OE1703 – Report of bill-ship customers

You can now specify ‘oldest date-of-last-order’ when running report

Added additional CSV output file

 

OE2450 – Productivity Report

Added option to report on ‘part-(L)ines as well.

 

OE3900 – Customer Editor

Updated to allow selection of ‘Print Price-labels, Bin-Tags or Both’ instead of just ‘Price-Labels’

 

OE4101 – Price Matrix Editor

Added ability to view customer’s program-price-codes

 

OE5131 – EDI pre-processor program (splits transactions by type)

Added ability to reject duplicate transactions (checking against the previous 7 days. This is used for the case where duplicate PO #’s are possible and can’t just arbitrarily be rejected.

 

ORDENT_ORDER – Order entry module

Removed ability for DIALIN users to modify/delete messages that THEY did not enter themselves.

Added option to add-on additional order options if ticket is a drop-ship (STRING codes record, with key of ‘ORDOPT-DRPSHIP’ with data being the additional order options.

Added ability to FORCE package quantities (in PRODCT editor).

Added new option in order-add-on’s for orders that are dropships.

Added new option in order-add-on’s to ignore ‘ignoreable’ surcharges (as identified in the surcharge-number record).  These will be ignored if the order-option field contains an ‘&’ character (new order-option). (As an example, you can use this feature to prevent a ‘fuel surcharge’ being added to a drop ship order.)

 

SA3040 – Gross Profit by steps report

Added additional CSV output file

 

VIEW_BACKORDER – Backorder editor

Added option to create print/fax/email-able report from screen instead of running in batch.

 

VIEW_STOCK – Product Stock Inquiry

Added option of ‘/SUPO’ to show list of items that are have on-hand quantities and are currently superseded.