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Release Notes January 2018-September 2018

Release Notes

Release Notes January 2018-September 2018

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Order & Quote Entry System

  1. New Fields added to report when presented in a grid -The Open Orders by Customer – All Detail will now include – Internal Comments, Customer Quote Comments, Acknowledgment Comments, Picking Ticket Comments, Packing List Comments. This report is located in Order & Quote Entry System, Order Reports, Open Order Reports, Open Orders by Customer – All Detail.
  2. New Fields added to report when presented in a grid – The Shipping Schedule – Show Documents report will now include – Extra/Non-Stock Description, Internal Comment, Customer Quote Comment and Acknowledgment Comment. This report is located in Order & Quote Entry System, Order Reports, Scheduling & Expediting Reports, Shipping Schedule – Show Documents
  3. New Fields added to report when presented in a grid – The Ship Schedule by Cust-Part-Date will now include – Extra/Non Stock Description, Customer Quote Comment, Acknowledgment Comment, Picking Ticket Comment, Packing List Comment, Order Function, Inside Salesperson, Inside Salesperson Description, Group, Group Name, Cost Center, Cost Center Name. This report is located in Order & Quote Entry System, Order Reports, Scheduling & Expediting Reports, Ship Schedule by Cust-Part-Date.
  4. New Feature – Estimated Freight – You can now add Estimated Freight to a Sales Order or Quote. On the first page of Enter & Edit Orders there is a field to enter Estimated Freight. When an invoice is created the Estimated Freight Value will be displayed on the Create Invoice Screen. The actual Freight would be added to the invoice by the User creating the Invoice. The Estimated Freight can print on documents if you need to provide this to Customers on Quotes or Order Acknowledgments, normal form change charges apply. This feature is available when the system flag Use Order Est Frt Amt Feature is set to Yes. This flag is located in Entity & System Flags, Order Entry.

Counter Sales System

  1. Changed Process – When in the payment screen, users will no longer use F6=Cancel Invoice. They will use the delete button at the bottom of the screen. When a User Deletes the Counter sales invoice, the system will take them back the screen that they created the invoice from. This should allow them to change the order lines easier without having to go back into the order from the beginning
  2. Screen Change – The output options screen will show the total, amount tendered and change amount when printing the invoice
  3. New Feature – Multiple Cash Drawers – The system will now support multiple cash drawers per location.
  4. New Hardware – Jay Systems was the vendor that supplied cash drawers that would automatically open in Counter Sales. They are no longer in business and a new drawer from Safescan has now been configured to work with The Business Edge.

Purchase Order System

  1. New Feature – Quick Purchase Order Entry is now available. When the User Flag – Quick PO Entry is set to Yes, the system will automatically go into a new Line on a PO, eliminating the need to press enter or click on New Line to add a line to a PO. This User flag is located in Edit, Purchase Order Flags from the Toolbar in the Graphical interface and F1-Help, F4-User Flags, 2. User Flags Purchase Orders in the Text interface.
  2. New inquiry- Receipts Journal by License Plate – This new Inquiry will show each Product receipt by license plate. This Inquiry can be generated for any Date Range and Range of Products. The Receipt Journal by License Plate is located in Purchase Order System, Purchase Order Reports, PO Receipts Journals, Receipts Journal by License Plate.
  3. New Inquiry – What we Buy from Who – This new Inquiry will present all Products that your company has purchased from a particular Vendor. After selecting the Vendor and Date range a grid will present the following fields: Product Code, Product Description, Last Receipt Date, Quantity Purchased, UOM, Total Raw Cost, Total Landed Cost and Vendor Part Number. This is helpful if you are trying to map your Products to a Vendor to use the Supply Chain Network. This new Inquiry is located in PO Receipts Reports.
  4. New Fields added to report when presented in a grid – The Open P.O. Not Confirmed List report will now include – Total Value, Total Weight, Total Quantity, Received Amount. The Open P.O. Not Confirmed List is located in Purchase Order System, Purchase Order Reports, Open P.O. Reports, Open P.O. Not Confirmed List.
  5. New Feature – PO Limits – You can now setup value limits on PO’s before they are sent to Vendors. There are two value limits that can be set in case different levels of management need to authorize different levels of purchases. Each limit has a password associated with it. If a Purchase Order is output to the Vendor via E-mail, Fax or Printed after the password is used to override the value limit, the system will send a notification to an e-mail that is setup in the limits. If you would like multiple people to receive notifications such as a Purchasing Manager and the General Manager each E-mail address can be separated by a semi-colon or comma. The PO Limits can be setup in Enter & Edit Entity Flags, Po Flags, Screen 5 of 5
  6. New Optional Information Grid – When in Enter & Edit PO in a Detail Line, Users can now choose to see all of the other Detail Lines on the PO. Click on Optional Information in the bottom of your screen to make this selection.
  7. New Feature – Branch Transfers are now available in the Automated Replenishment System – The new Branch replenishment features bring the sales of a remote branch to the supplying branch and sums it up in the Sales by Base Product inquiry when the products are being sourced by another branch.
    In the Branch record there is a new flag – Default Replenishment option. This will be set to Sourced by this Branch. It can be changed to Transfer from a specific Branch. This flag will apply to all products and can be over-ridden on a product by product basis. To override the branch setting there is a field in the Branch Stocking Values called Replenishment Option. This will default to the Branch setting.

    Processing Purchase Order

    1. New field available – The Line Comment has been added as an optional Column when viewing the Detail Lines of a PPO in Enter & Edit PPO’s and the PPO Inquiry.

      Fastener Supply Chain Network

  8. New Partner – PartsBase Network – This is the popular online marketplace for aerospace fasteners. PartsBase is an inventory sourcing site that helps people find parts to buy and allows people to upload their inventory for people to find. You can now take advantage of these features without leaving The Business Edge. Once a product number and condition code are selected, The Business Edge retrieves accurate and relevant results directly from the PartsBase System. All conditions will be returned if the condition filter is left blank.
  9. New Partner – The Stelfast Conneciton is now available through The Business Edge. You can inquire on Products to see real time price and availability. You can send electronic PO’s to Stefast without leaving your screen in The Business Edge. Simply call Customer support and we will start the process to get you setup for this integration.

    Accounts Receivable

    1. New Fields added to report when presented in a grid – The Sales Journal by Salesperson with Detail will now include the following fields – Function, Inside Salesperson, Inside Salesperson Description, Group, Group Name, Cost Center, Cost Center Name. This report is located in Accounts Receivable Reports, Sales Journals, By Salesperson.
    2. New Fields added to report when presented in a grid – The Sales Journal by Date will now include the following fields – Ship to Name and Address Fields, Ship to Phone, Fax and Contact, Ship to Instructions and Order Contact. This report is located in Accounts Receivable Reports, Sales Journals
    3. New Fields added to report when presented in a grid – The Invoice Line Item Dollar Analysis Inquiry will now include the following fields – Product Description, Salesperson Code and Name, Inside Salesperson Code and Name, Group and Group Name. This report is located in Accounts Receivable Reports, Sales Journals, Invoice History.
    4. New fields added to Report when presented in a Grid – The Customer Aged Analysis report will now include Credit Hold Status along with the User, Date and Time the Customer was put on Credit Hold.
    5. New Feature – Update Individual Invoice Returns – When this flag is set to Yes, the system will immediately update Credit Invoices. If you are printing Stocking labels the system will prompt you to print a stocking label. When using this feature the Credit Invoice will not show up in the daily batch of invoice that are Sent out. The User needs to manually send it from the Create Invoice screen or from an Inquiry. When using the Wireless warehouse this makes the inventory immediately available for sale with a new license plate.

    Sales Analysis

    1. New fields added to Report when presented in a Grid – The Customer Detail Sales by Product will now include the following columns – Line Comment, Internal Comments, Customer Quote Comments, Acknowledgment Comments, Picking Ticket Comments, Packing List Comments. This report is located in Sales Analysis, Customer Sales Analysis, Customer Detail Sales by Product.
    2. New Inquiry – Product List Price Comparison – This new report was designed to compare the current List price to historical prices and costs. After selecting a Date Range and a Range of Products, the following fields will be presented in a grid – Product Code, Description, List Price, the last 3 highest sale prices within the chosen date range along with the Quantity and Date Sold, the two most recent purchases including Cost, Date and Vendor. If the product was not purchased in the Date Range selected, there will not be information in those columns. This report is located in Sales Analysis, Product Sales Analysis, Product List Price Comparison.
    3. New Inquiry – Customer Product Sales by Month – This new report was designed to provide detailed sales information by Customer and Product by Month. The selection criteria includes a Date Range, Range of Customers and the number of months to include. The default number of months is 12 and the maximum is 60 which is 5 years. You can also choose to see the column sequence – Newest to Oldest or Oldest to Newest.
      The fields available in this Inquiry include Customer Code, Name, Address, Classification, Group, Cost Center and Pricing level. Product Code, Description and Classification. Sales for the number of months selected. This report is located in Customer Sales Analysis, Customer Sales Summary Inquiries.

    4. New Inquiry – Customer Sales by Month – This new report was designed to provide Sales Dollars by Customer by Month. The selection criteria includes a Date Range, Range of Customers and the number of months to include. The default number of months is 12 and the maximum is 60 which is 5 years. You can also choose to see the column sequence – Newest to Oldest or Oldest to Newest.
      The fields available in this Inquiry include Customer Code, Name, Address, Classification, Group, Cost Center and Pricing level, Sales for each month for the months selected. This report is located in Customer Sales Analysis, Customer Sales Summary Inquiries

    5. New Inquiry – Customer Sales by Year – This new report was designed to provide Sales Dollars by Customer by Year. The selection criteria includes a Date Range, Range of Customers and the number of years to include. You can also choose to see the column sequence – Newest to Oldest or Oldest to Newest.
      The fields available in this Inquiry include Customer Code, Name, Address, Classification, Group, Cost Center and Pricing level, Sales for each year for the years selected. This report is located in Customer Sales Analysis, Customer Sales Summary Inquiries.

    6. New Fields added to report when presented in a grid – The Customer Activity Variance Report will now include Inside Salesperson, Customer Group, Cost Center, Price Level and Department. This report is located in the Customer Sales Analysis System.

    Certificate Management System

    1. New Feature: The PartsBase connection is an inventory sourcing site that helps people find parts to buy and allows people to upload their inventory for people to find. You can now take advantage of these features without leaving The Business Edge.

    Utilities

    1. New Feature – The Certificate Management system has been enhanced to be utilized with RFQ’s and PPOs. RFQ’s will have the default certificate requirements for the product automatically added to them and then the user can change them on a line by line basis. The certificate requirements on the RFQ will be transferred to the PO when converted. PPO’s can also have certificate requirements associated with them. The difference here is that each certificate requirement has an option: Vendor Provides Cert – the PPO vendor sends a cert in with the material, Users will be prompted to Scan the Certificate when receiving. Material Certificate Required – the raw material sent to the PPO needs the required certificate in order to be allocated to an Order. When receiving the PPO, the certificates from the raw material flow up to the new lot automatically
    2. New Feature – Default Certificate Requirements by Product Classification. A Certificate can now be assigned to a Product Classification. All Products in the Classification will default to require the associated Certificates.
    3. New Feature – Customers have a new option for requiring Certificates – If Product Requires Cert. This new option can be selected in Enter & Edit Customers, Default Certificates. If a Product is added to the Customer that requires a Certificate, the Customer will require the same Certificate. This can be over-ridden on a line by line basis on the Order.
    4. New Feature – Customer Default Certificate Output. There are system flags that direct what documents and output methods should include Certificated. This can now be over-ridden in Enter & Edit Customers, Document Parameters, Certificate Output.

    Utilities

    1. New Feature – The system will now warn a User when they enter a Note with a Note Category that they are filtering out. Users can set up their Note Preferences when in any of the Enter & Edit Notes screens under Options on the right. Note Categories are defined in the Notes System found in the Accounts Receivable Menu.
    2. New Feature – Copy yourself on a document you are e-mailing. There is now a button in send documents via email to CC yourself on the right hand side under Options.
    3. New Inquiry – Search Menu Tree – This new inquiry will list all of the menu items a user has access to inside the Menu Tree. Since it looks at the user’s security settings different users can have different lists. This is a great way to find a particular report. After opening the Inquiry Users can use the Find feature to search for a particular word. This new Inquiry is available towards the bottom under Inquiries on the Tool Bar.
    4. New Security Flag – New Security Flag – Allowed Customer Types – Customers can be setup as Customers, Prospects or Leads. Users can choose to see a particular type of Customer or All Customers. There is a new security flag that will hide prospects and leads on a User by User basis. This will override the Users flag. This is located on the first screen in Enter & Edit User Permissions

    VMI Mobile

    1. New Fields when Scanning Orders – Users can now enter a note on a line item when scanning orders. The following note fields have been added – Line Comment, Picking Ticket Comment, Packing Ticket Comment and Internal Comment.
    2. New Feature – When viewing an order in View Orders, once a line item is selected Product Inquiry is now an available option in the action menu.

    CRM System

    1. New User Flag – Include Customer Types – In Customer Inquiry each user can choose what Customer types will show up in lookup lists – All, Customer, Prospect or Leads. The default is to see all Customer Types. This can be changed in Enter & Edit User Flags – Accounts Receivable.
    2. New Feature – When a Quote is changed to another type of Order and the Customer Type is either Prospect or Lead, the system will now ask you if you would like to change the customer type to Customer. If you are sending a sample to a prospect you may not want to change the Customer Type.
    3. New Feature- Only customers set to Customer Type Customer will show up in lookups while in Enter & Edit Orders unless the Order Type is set to Quote.
    4. New Feature- Only active customers will be included in lookups when in Enter & Edit Orders.
    5. New Feature – Change Customer Status from within the Customer Last Activity Report. This report can be generated for any range of Customers and Salespeople. There are new buttons under Options where Customers can be marked as Active or Inactive. Right clicking on a Customer also gives those options. This report is located in Accounts Receivable Reports, Customer Activity Reports.