Technical Change - Salesperson Style Ranking Report.

Salesperson Style Ranking

New: New report added showing percentage and ranking of sales by salespersons.

see REPORT / MANAGEMENT / ANALYSIS / SALES ORDERS / SALESPERSON STYLE RANKING.

Notes:
-Report sequence is by Salesperson, product/item/style and ship to.
-If backorder quantity is negative, backorder colummn will be zero.

Bill of Costs

Mtce: Set decimal accuracy to 5 places before computing material cost.

View / Sales Order Inquiry / Extended

Bug Fix: Fix error 'END OF FILE ENCOUNTERED' on [3.billed] with inquiring matrix history billing.

Process Steps Definition/Maintenance

Mtce: Calculate and show component cost for every depth.

Compute Invoice totals & update header & master

Mtce: If invoice subtotal is $0, ensure taxes are also $0.
Corrects situation when a 100% 2nd discount is used and the resulting invoice could have penny differences in taxes due to decimal accuracy when calculating taxes on discount.

Invoiced Sales/ Sales Comparison Report

Bug Fix: Fix Overflow error if quantities in temporary files exceed 9,999,999.

WIP Report

Bug Fix: Fix overflow error.

New: The default TriForce background color has changed from blue to white.

-The white background is uniform with Window applications.
-Future development will have colors controlled by Windows.
-The white background cuts down on printer ink if doing print screens.
-If users have default colors, they will remain in effect.

Users can change their color preference by going to TOOLS / PREFERENCE and choosing a color pattern in Color Preference. Code ' VW' is for 'Visual Whites', code ' BLUE' is for Original Colors.

see SETUP / CHANGE SETUP / System - Global, ID 883 to change the colors of windows and DataViews. Codes 1 and 4 are the preferred schemes.

Inventory/Raw Material Adjustment

Mtce: Re-use lot control bar codes based on setup.

Customer/Parent Master File Maintenance

New: Completion % defaults & S.O. Back order defaults.

Ship SO Pick Plan

New: Allocate with completion %.

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Sales Order Pick Plan now has a Percentage Completion option.

Completion % can be set at:
1.System set-up
2.Client master
3.SO exception:
a.Posting time
b.From action - SO - Advanced - Set Completion %

SETUPS FOR ABOVE:
(1) Use: SETUP / CHANGE SETUP /Sales Order Ship
Id / Setup object: 0078 Pick Plan - Activate completion % [Y/ N]...................
0079 Pick Plan - Default Style completion % ....................
0080 Pick Plan - Default Colour completion % ...................
0081 Pick Plan - Default Size completion % .....................
0083 Pick Plan - Allow completion % exception at S.O. header [Y/ N].
NOTE:Id 0081 (for matrix point) is not active yet

(2) Use: MASTER / CUSTOMER / {last page Cartonization}
new fields:

Custom Pick Plan %
Style %
Colour %

(3a) ACTION / SALES ORDER / NEW :
-new field: 'Completion % Exception'
-new DataView when saving details: 'Completion % Exceptions'

(3b) New menu: SET COMPLETION % under ACTION / SALES ORDER / ADVANCED DISTRIBUTION

NOTE: New menus are always security objects... check security setup to ensure it is authorized to proper users.

HOW TO USE IT:

Set-up 0078 must = 'Y'

Then you specify global % defaults:
0079 % for detail transaction
0080 % for matrix row
0081 % for matrix point (not active yet)

You can make exceptions at customer level (CARTONIZATION SET-UP page): Custom pick plan % must be = 'Y'.

You can make exceptions at S.O. level - Set-Up 0083 must = "Y". This activates the "Set Completion %" menu option under ACTION / S.O./ Advanced distribution and "Completion % Exception" field on S.O. New.

New DataView 'Completion % Exceptions' is presented when saving the Sales Order. For each style, you can decide if there is an exception, and also enter 'Style Completion Percentage' and 'Matrix Row Completion Percentage'.

At Pick Plan time allocation are made with the following rules:

The required percentage is drawn from, in the priority order of [1.SO exception / 2.Client / 3.Set-up]

Each matrix row order quantity is evaluated against the available matrix row quantity - the quantity must be a percentage equal or higher than the required percentage.
All matrix rows must comply with the required percentage for the detail transaction to be allocated.

The total allocated quantity for the matrix rows must also be equal or higher than the required percentage for the detail transaction.

Data-View #2 shows the Order / Available / Pick quantities, the Available and Pick % relative to the Order quantities, the required percentage per level of matrix-row (R%2), detail transaction (R%1), the status of allocation per level (S2 and S1), and the origin of percentage requirement (O : [S]=set-up, [C]=client, [O]=S.O.)

Technical Change

A/R Invoice Journal Report

Mtce: If selection is by a specific currency, a new question is presented: Show Invoices (number & currency only) in other currencies.
Replying Yes:
- invoices in currencies other than the selected currency will be included in the report in format:
INVOICE# CLIENT# Other Currency:XXX
- these invoices in other currencies will not be included in the report totals
- missing invoices are still shown as ***MISSING***

See REPORT / PERIODIC / ACCOUNTS RECEIVABLE / INVOICE JOURNAL.

Menu Bar For User Action Selection in Screens

New: Vertical Menu selection is now automatic if there are approximately two or more lines of menu options.

-new menu option [? all options] will be present if the menus
can be selected vertically
-examples, see:
MASTER / CUSTOMER;
MASTER / +{Item/Product/Style}
ACTION / SALES ORDER / New-Change

-see version 7.8.70 for first release of this new feature

Inventory cycle count

Mtce: All lists WinKable