Scheduled List CM 1005 Business Framework Catalog
User Manual: CM-1005
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Last Updated: 4/6/2009 Item Number AP-1006 AP-1011 AP-1012 AP-1015 AP-1016 AP-1020 AP-1023 AP-1024 AP-1025 Extended Solution Titles for Busines Framework Conversion converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x x x click here data conversion completed x x Description Cash Basis Accounting and History Posting Invoice Bank Coding A/P Invoice Import Extended Comments for A/P Checks Multiple Divisions/Companies on Checks Custom Comment Posting to Job Cost Company Name By Division Foreign Currency Processing MICR Laser Checks Status Completed Completed Completed obsolete @ v4.20 Completed Completed custom Completed obsolete @ v4.20 AP-1027 AP-1029 AP-1035 AP-1043 AP-1046 AP-1058 Multi Company Accounts Payable User Defined Fields for Invoice Headers User Defined Fields for Vendor Masterfile Distribution Table for Invoice Entry Division Number by Distribution Line Security By Division Completed obsolete @ v 4.20 obsolete @ v 4.20 Completed Completed Completed x click here click here x x x AP-1063 AP-1066 AP-1071 AP-1072 AP-1073 AP-1076 AP-1077 AP-1079 AP-1080 Electronic Payment for A/P Automatic Next Vendor Number Accounts Payable Invoice History Batch Processing of Manual Checks Multiple Comp Check Processing Retain Paid Invoices for 9,999 Days Additional Check Printing Sort Options Alternate Path for Crystal Check Form Enhanced A/P Check Printing with Crystal Reports Completed Completed Completed obsolete @ v 4.20 Completed Completed Completed Completed obsolete @ v 4.20 x AP-1082 AP-1085 AP-1088 AP-1090 AP-1091 AP-1092 AP-1094 AP-1095 AP-1096 AP-1097 AP-1098 AP-1100 AP-1101 AP-1102 AP-1103 AP-1104 AP-1105 AP-1107 AP-1108 AP-1109 AP-1110 AP-1111 AP-1112 AP-1113 AP-1114 Cost Code Default from Vendor in Invoice Entry Multi Company Vendor Synchronization Enhanced Vendor Maintenance Alphanumeric Divisions for Accounts Payable Customer Number Prompt/Display on A/P Invoice Line Invoice Payment Selection Restricted by User ID Due To/Due From Accounts Paperless Office: A/P Checks & Dir. Deposit Stubs Rapid Manual Check Entry for Multi Companies Multi Company Manual Check Update Restricted Invoice Selection Check Number Update by Bank ID Across Co. Codes Mutliple Company Aged Invoice Report Automatic Next Vendor Number Zero Dollar Cash Printing Payee Vendor Check Processing Enhanced VI Import into A/P Invoice Entry Terms Codes With Multiple Due Dates A/P Payment Selection Based on A/R Cash Receipts Budget Comparison for A/P and P/O Negative Check Selection for AP-1063 Extended G/L Posting Comments from A/P Invoices A/P Invoice Import for Panda Enahnced Job Status Posting for A/P Tax Detail Edit for A/P Invoice Entry Completed Completed Completed Coding obsolete @ v 4.20 Completed Completed Completed Completed Completed Coding Completed Completed Completed Completed Completed obsolete @ 4.20 Completed In Testing Completed Completed obsolete @ v 4.20 Coding Completed Completed Page 1 of 10 x This was a modification to character forms; you will need to setup a graphical check form data conversion is available data conversion is available WinFax no longer supported, must use the check and stub forms we ship x x now ships as part of AP-1006 standard feature x x x x set up UDFs in the check stub work table and assign data from std MAS90 files to the UDFs. x x x x use Customizer to modify your form x x x x x x x x x x x x standard feature x x x Last Updated: 4/6/2009 Extended Solution Titles for Busines Framework Conversion Item Number Description AR-1005 Statement Printing with Item Detail Status obsolete @ v 4.10 AR-1007 AR-1011 AR-1018 AR-1019 AR-1021 AR-1024 AR-1027 AR-1028 AR-1032 AR-1034 AR-1039 AR-1042 AR-1049 AR-1054 AR-1056 AR-1064 AR-1066 A/R Ship To Addresses Description & Price Refresh for Repetitive Invoice Enhanced A/R Aged Invoice Report Monthly Sales Tax Report Sales Analysis Reports By Salesperson PO Number On Invoice Inquiry A/R Enhanced Invoice History Search Minimum Charge Invoice Creation Utility Consolidated Statements Cash Basis Accounting For A/R and S/O Consolidated Credit Line Enhanced A/R Statement Enhanced Salesperson Commissions Reports Automatic Credit Hold Utility Expanded Numeric Mask for Price/Cost/Quantity Enhanced Ship-To Addresses Automatic Next Customer Completed Completed Completed Coding Completed obsolete Completed Completed Completed Completed Completed custom Completed Completed Completed Completed obsolete @ v 4.10 AR-1068 AR-1070 AR-1074 Customers with National Accounts Invoice History Edit UDFs for A/R Invoice Header Fields Completed Completed obsolete @ v 4.10 AR-1080 Customer Masterfile User Defined Fields obsolete @ v 4.10 AR-1091 AR-1093 AR-1095 AR-1097 AR-1098 AR-1099 AR-1105 AR-1108 Sort Field & Customer Type Validation Company Name/Form Code By Division for A/R and S/O Retain Paid Invoices for 9,999 Days OCR FONT Coding (character forms) Repetitive Invoice Enhancement Import Into Cash Receipts Sales Analysis Reports By Customer UDSs for A/R Invoice Headers Coding Completed Completed obsolete @ 4.10 Completed Completed obsolete @ v 4.10 obsolete @ v 4.10 AR-1109 AR-1115 AR-1117 Smart Processing For A/R Invoice Line UDFs Credit Hold And Terms Violation Enhancement No Cost Display in Invoice History Inquiry Completed Completed obsolete @ v 4.10 AR-1123 AR-1124 AR-1125 AR-1127 AR-1128 AR-1129 AR-1132 AR-1133 AR-1138 AR-1147 Nine Character Customer Number Without Divisions A/R Invoicing of Jobs to Multiple Customers Salesperson Commissions Reduced in Cash Receipts Price Level By Customer/Product Line Contract Receivables System Sales Tax Automation System Sales History Recalculation Utility Sales Analysis Report With Detail and C/M Options Sales Tax Reduced By Discounts In Cash Receipts Sales Reports By Region custom Completed Completed obsolete @ v 4.10 Completed Completed Completed Completed Completed Coding converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment This title modifies character forms only, therefore you will need to set up a graphical statement x x x x x x x Invoice Header & Invoice Detail UDFs added at v 4.2 x x x x x x x x Record your next customer number in AR-1066 then set the standard Next Customer to that value after you upgrade. x x Use LM-1023, the data conversion utility to setup Custom Office UDF tables then convert your existing data. CM-1001, Enhanced User Defined Fields will ship in place of this title. Use LM-1023, the data conversion utility to setup Custom Office UDF tables then convert your existing data. CM-1001, Enhanced User Defined Fields will ship in place of this title. click here click here x x x x x x Net Sales Report being replaced with Crystal Report Use LM-1023, the data conversion utility to setup Custom Office UDF tables then convert your existing data. CM-1001, Enhanced User Defined Fields will ship in place of this title. click here x x You will need to use Custom Office to modify your A/R Invoice History screen. Deferred to version 4.40 x x Now ships as SO-1005 only x x Page 2 of 10 x x x Extended Solution Titles for Busines Framework Conversion Last Updated: 4/6/2009 Item Number AR-1152 AR-1154 AR-1157 AR-1158 AR-1162 AR-1168 AR-1173 AR-1191 AR-1196 AR-1200 AR-1205 AR-1207 AR-1213 AR-1215 AR-1216 AR-1218 AR-1220 AR-1222 AR-1223 AR-1224 AR-1225 AR-1226 AR-1227 AR-1228 AR-1229 AR-1231 AR-1232 BM-1031 BM-1036 BM-1038 BM-1042 BR-1002 BR-1003 BR-1004 BR-1005 CM-1001 CM-1002 CM-1003 CM-1004 CM-1005 CM-1007 CM-1008 CM-1010 CM-1015 CM-1016 GL-1060 IM-1007 IM-1015 Description Security by Division Sales Managers For Accounts Receivable Security For Customer/Salesperson By User ID Ship-To Code Ten Character Alias Commission Editing During Cash Receipts Entry Enhanced Commission Edit Register Update Sales Order Deposits on Receivable Reports Commission Rate by Price Level Perpetual Open Invoice History Cash Receipts Entry By Invoice Number G/L Segment Substitution by Custom Office UDF Default Sales Account by Customer/Sales Code Specify Accounts Receivable Account by Invoice A/R Commission Report with Job Number SubSort Invoice History Collection Notations Customer Purchase Order Number Validation Cash Receipts Multiple Discount Accounts Terms Codes with Dual Discount Dates Paperless Office: Statements Ticket Printing for Cash Reciept Paperless Office: A/R Invoices Repetitive Invoice Event Log Terms Code Discount per Sales Code Qty Ordered Enhanced Paperless Invoice Viewer Enhanced Graphical Statements Customer Price Schedule Lookup Enhanced Customer Invoices Tab B/M Picking Sheets from S/O Picking Sheets Retail Price Field for Option Maintenance Alternate Unit Of Measure For Bill Of Materials 35 Option Categories Multiple Company Bank Reconciliation Bank Reconciliation Security By Bank Code 'Positive Pay' Export Bank Reconciliation Import Enhanced Custom Office User Defined Fields Custom Office UDFs for IM-1069 Lot & Serial User Defined Fields for Distribution UDF Defaulting: A/P Vendor to P/O & A/P Lines Shipping Rate Maintenance UDFs S/O Misc. Charge Maintenance UDFs UDFs for Customer Ship To Address UDFs for Salesperson Maintenance Line UDF Entry on S/O 'Additional Fields' Panel Enhanced RMA Line UDF Defaulting Daily Amortization Utility for Service Contracts Unit of Measure Conversion Factors with 6 Decimals Extended Item Description Status Completed In Testing Completed Completed Coding Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Coding Completed Completed Completed Completed IN QC Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Coding obsolete @ v 4.10 obsolete @ v 4.10 obsolete @ v 4.10 obsolete @ v 4.10 obsolete @ v 4.10 converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x x x x x x x x x x x x x x x x x x x obsolete at v 4.30 x obsolete at v 4.30 x x x x x x x x x x x x x x x x x x click here click here click here click here A/P Vendor To A/P lines is obsolete LM-1023 data conversion available LM-1023 data conversion available LM-1023 data conversion available LM-1023 data conversion available You will need to customize your 4.10 Sales Order entry screen. Completed Completed Completed obsolete @ v 4.10 x x x Page 3 of 10 A utility already exists to convert from the IM-1015 extended description to the standard extended description. You will need to use that prior to converting to 4.10 Last Updated: 4/6/2009 Item Number Description IM-1027 Cross Referenced Item Numbers IM-1038 IM-1042 IM-1047 IM-1049 IM-1050 IM-1060 IM-1069 IM-1077 IM-1088 IM-1097 IM-1114 IM-1127 Alternate Unit Of Measure Customer Specific Item Numbers Inventory Commitments To A Job Vendor Rebates Price List by Price Level Last Cost by Warehouse Contract Pricing By Valid Date User Defined Inventory Masterfile Fields User Defined Fields For Warehouses Additional Pricing Tiers for Item Pricing Expanded Numeric Mask For Price/Cost/Quantity Smart Calculations On Lot/Serial UDFs IM-1135 IM-1137 IM-1151 IM-1154 IM-1191 Instant Item Description Key Word Search Always Taxable Item Designation Inventory Usage/Product Sales Analysis Reports Security by Warehouse User Defined Fields For Lot/Serial Numbers IM-1196 IM-1197 IM-1208 IM-1209 IM-1210 IM-1212 IM-1214 IM-1215 IM-1217 IM-1220 IM-1224 IM-1228 IM-1235 IM-1239 IM-1241 IM-1244 IM-1245 IM-1249 IM-1263 IT-1000 IT-1004 IT-1008 IT-1009 IT-1013 IT-1014 IT-1016 Open Order Display of Lot Valued Items Pricing Records With Range Of Dollars Customer Price Record Copy Utility Lot Number Change During Warehouse Transfer Virtual Warehouses Item Pricing by Customer/Ship To/Warehouse Item Memo Pop Up Additional Amount Field in Item/Price Code Pricing Additional Pricing Methods for Item Pricing Apparel Matrix for Inventory and Sales Order Item Pricing by Delivery Code Fractional Quantity Entry in Item Pricing Maint. Quantity Required for Bill Of Materials Royalty Calculation and Maintenance Unique Serial Numbers per Item 'Inactive' Item Designation Enhanced CM-1003 Lot/Serial UDFs Warehouse Item Sales History File for Orders Vendor Quote Maintenance Internet.Sales Enhanced View Invoice Information Ship To Address Creation in e-Business Manager Enhanced View Item Detail e-Business Integration with SO-1005 Alternate Item Descriptions in e-Business Manager E-Business Manager Defaults Extended Solution Titles for Busines Framework Conversion Status obsolete @ v 4.10 Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Coding Completed Completed Coding Completed obsolete @ v4.10, replaced with CM1003 and CM-1020 converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment A utility to convert the Cross Referenced Item Numbers to General Alias Item Numbers has been added to this title at version 3.71 and 4.05. IM-1236, Enhanced Alias Item Search and Entry is available at no charge to users with current maintenance. click here x x x x x x x x x x x The blinking memo indicator feature was removed and the Qty Display in the lookup feature was moved to IM-1146. x x x x Use LM-1023, the data conversion utility, to setup Custom Office UDF tables and CM-1003 UDFs and convert your existing IM1191 data. CM-1020 will add additional options. Please read all documentation carefully prior to upgrade. Click here Completed Completed Completed Completed In Testing Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Coding Completed Comepleted Completed Completed Completed x x x x x x x x x x Page 4 of 10 x x x x x x x x x x x x x x x x Last Updated: 4/6/2009 Item Number IT-1017 IT-1020 IT-1021 IT-1022 IT-1023 IT-1024 IT-1027 IT-1028 IT-1031 IT-1033 IT-1035 IT-1041 IT-1042 IT-1044 JC-1007 JC-1011 JC-1012 JC-1046 JC-1101 JC-1138 JC-1141 JC-1142 JC-1147 JC-1151 JC-1159 LM-1018 LM-1019 LM-1027 MP-1000 PO-1014 PO-1020 PO-1033 PO-1034 PO-1037 PO-1047 PO-1062 PO-1086 PO-1127 PO-1128 PO-1132 PO-1136 PO-1137 PO-1146 PO-1149 PO-1163 PO-1165 PO-1166 PO-1185 PR-1064 RA-1001 RA-1002 Extended Solution Titles for Busines Framework Conversion Description Enhanced Display of Products to Purchase Specify Warehouse Code by Order SO-1419 Integration with e-Business Manager Comments and Special Instructions for .store Additional Y/N Questions at Checkout for .store SO-1271 Integration with e-Business Manager .vendor Applet Category Default by Web Page of origin for .store Alternate Items Availability Product Search by Manufacturer UDFs as Inventory Hyperlinks in Product Search Restrict Access to Shopping Cart for .store Customer P/O Number Field for .store Enhanced View Invoices Sorting Revenue Posting by Cost Code/Cost Type Pre-Payment Deposits Enhanced Burden & Overhead Allocation Posting Job Status Posting Control (A/P retrofits) Estimated Cost Comparison in Job Cost WIP Account by Cost Code Enhanced Sales Tax Update from Estimates to Jobs Job Commissions Earned & Paid Paperless Office: Job Cost Invoices Customer Equipment Numbers for Jobs Job Transaction Information Report Paperless Office: Journals & Registers Paperless Office: Electronic Forms Delivery (A/P retrofits) Paperless Office: ARM Forms Enhanced MRP Report Purchase Order Retention Purchase Orders Created From Sales Orders Alternate Unit Of Measure ROG Import (Lot Serial UDF imports only) Cash Basis Enhanced Allocation Of Freight And Tax Foreign Currency Processing Invoice Creation In SO From PO Receipts Multiple General Ledger Account Allocation Purchase Order Export Utility Purchase Order Number To AP Comment Customer Specific Information for Purchase Orders Unit Cost Write Back to Drop Ship Sales Order Line Enhanced P/O Vendor Price Level Maintenance SalesOrder Creation from Purchase Order Lot Receipt Entry for Slab Processing Paperless Office: Purchase Order Forms (A/P retrofits) Update PO Receipt Qty to Originating S/O Quantity on Hand Warning in Purchase Order Entry Tax And Deduction Liability Check Generation (A/P retrofits) Enhanced RMA Entry Integration with AR-1068 Status Completed Completed Completed In Testing In Testing Completed In Coding Completed Completed In Testing Completed custom Completed custom Completed Coding Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Compelted Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x x x x x x x x x x x x x x x x x x x x x x x obsolete at v 4.30 x x x x x obsolete at v 4.30 obsolete at v 4.30 obsolete at v 4.30 x x x x x x x x x x Page 5 of 10 x x x x x x x x x x x obsolete at v 4.30 x x Last Updated: 4/6/2009 Extended Solution Titles for Busines Framework Conversion Item Number Description SO-1001 Picking Sheet To Print Total Quantity Ordered Status obsolete @ v 4.10 SO-1003 SO-1005 SO-1008 SO-1010 SO-1011 SO-1014 Automatic Next Customer Number Price Level By Customer/Product Line PO Number Required S/O Data Entry Tracking By User ID Three Tier Discount on Sales Orders/Invoices UDFs for S/O Lines Completed Completed Completed Completed Completed obsolete @ v 4.10 SO-1017 S/O Line Print Suppression Completed SO-1018 Promise Date by Line Item Completed SO-1023 SO-1029 SO-1032 SO-1034 Item Sales History Sales By Salesperson/Product Line Report Customer Deposits and Payment Types in SO Enhanced Sales Order FORMs SO-1035 SO-1039 Enhanced Quick Print S/O Invoice Payment Terms SO-1041 SO-1044 SO-1047 SO-1050 SO-1051 SO-1052 SO-1053 SO-1054 SO-1055 SO-1056 SO-1062 SO-1066 SO-1067 SO-1068 SO-1069 SO-1071 SO-1073 SO-1076 SO-1083 Price Change Protection Exclude Kit Components From A/R History Commissions to Use Alternate Cost/Price S/O Weight and User Defined Category Item Salesperson Commission by Product Line/Item Number Automatic Addition of Charge Code Password Protect Order/Invoice Deletion Sales Order/Invoice Line Item Sorting Options S/O Commissions by Line Item Segment Substitution on the Fly Automatic Creation Of Sales Order Invoices Sub-Totals/Running Totals On Sales Orders/Invoices Ship To/Ship Via by Line Item Kit Explosion To Convert Components To Items Customer Discount Rate by Line Item Picking Sheets with Lot/Serial Numbers Default Warehouse by Customer or by User ID Item Labels from Sales Orders Incomplete Lot Allocation On Invoices Completed Completed Completed obsolete @ v 4.10 Completed Completed converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment This title modifies character forms only, this functionality is possible in the graphical form. x x x x x Use LM-1023, the data conversion utility to setup Custom Office UDF tables then convert your existing data. CM-1001, Enhanced User Defined Fields will ship in place of this title. click here x New premise with Crystal forms is that the user will specify one detail line UDF, checkbox type to control whether their line prints or not, and will write their own formula. SO-1017 will allow you to set default values for a specified UDF based on line x Only the following options will remain: Refresh line date as changes are made to the header, Toggle display of dates in I/M Inq. Sales Order Inquiry, Skip Clearing of Picking Sheet Print flag, Add line promise date to Picking Sheet printing SELECT tab. x x x This title modifies character forms only, therefore you will need to set up a graphical form in sales order. x Only the terms code calcualations were updated. The printing x feature modified character forms only, this functionality is possible in the graphical form. x x x x x x x x x x Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed obsolete @ v. 4.10 Completed Completed Completed Completed obsolete @ v. 4.10 Completed Replaced with SO-1472 Completed x x x x x Page 6 of 10 x x Last Updated: 4/6/2009 Extended Solution Titles for Busines Framework Conversion Item Number Description SO-1085 Sales Order Integration With Job Cost Status obsolete @ v 4.10, replaced with SO1530 converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x SO-1090 Additional Sort Files For Invoice History SO-1092 SO-1095 Bill Option Description and Price On SO Forms Sliding Scale Commissions By Items Completed Completed x x SO-1096 SO-1097 SO-1099 Enhanced Customer PO Number Validation Terms Code By Line Item In Sales Order 'ON DEMAND' Sales Order Fill Report Completed Completed Completed x SO-1100 SO-1101 SO-1113 Enhanced Batch Processing Price/Cost Maintenance From Sales Order UDFs for S/O Headers Completed Completed obsolete @ v 4.10 x SO-1114 SO-1118 Terms Discount By Product Line UDFs for Misc Charge Codes Completed obsolete @ v 4.10 SO-1119 SO-1121 SO-1123 G/L Account Number Override By Code Multiple Sales Orders On Single Invoice Import Utility For Sales Order Need LM-1023 Data Conversion Utility. If you only used the job posting control Options, then you need to request JC-1046. If you used any of the other non standard SO-1085 features (except Multiple Jobs on an Invoice) you need to request SO-1530. The multiple jobs feature will be coded late 2007. click here obsolete @ v. 4.10 The new standard MAS90 feature prints descriptions only, need this if you want to print Option Prices The new standard MAS90 feature does not check A/R Invoice History, SO-1096 does. x x Obsolete features include: Date & Time Stamp, Comment, full Batch Merge x Use LM-1023, the data conversion utility to setup Custom Office UDF tables then convert your existing data. CM-1001, Enhanced User Defined Fields will ship in place of this title. click here x Use LM-1023, the data conversion utility to setup Custom Office UDF tables then convert your existing data. CM-1001, Enhanced User Defined Fields will ship in place of this title. click here Completed Completed Completed x x Only the formats which surveyed users told us they are using will be upgraded: ASCII, Hayes, Hauser (completed 11/07), Kenda Use or Equal To operand on print selection with commas produces desired results. x SO-1138 SO-1139 SO-1140 Invoice Printing By List Of Invoice Numbers Side By Side Invoice Form Printing Sales Order Invoice Import Utility obsolete @ v. 4.10 obsolete @ v 4.10 Completed Only the formats which surveyed users told us they are using will be upgraded: Hilo, Censignal, Standard Functionality replaced with Shipping Data Entry Functionality replaced with Sales Order History This functionality now exists under 4.10. IM-1114 and IM-1115 will continue to ship. Users with active maintenance on this Extended Solution will receive the RMA module. x SO-1144 SO-1150 SO-1160 Restricted Entry For Sales Order Invoices Completed Sales Order Retention Six Decimal Precision For Sales Order obsolete @ v 4.10 obsolete @ v 4.10 obsolete @ v 4.10 SO-1163 Return Orders for Sales Order obsolete @ v 4.10 SO-1168 SO-1170 SO-1172 SO-1173 SO-1175 SO-1179 SO-1180 Exclusive Entry Options To Not View Price Item Entry In SO To Create Customer Pricing Record Component Items Not Resorted During Sales Entry Item Pricing By Total Quantity Lot/Serial Distribution Entry From Sales Order Standard Order From Master Order Enhancement Picking Sheet Printing For Orders Being Invoiced SO-1182 SO-1183 SO-1198 Cost Override For Lot/Serials From Credit Memos "Drop Ship" Warehouse For SO and PO Picking Sheet Printing to Mult. Warehouse Printers obsolete @ v 4.10 Completed Completed Completed Completed Completed In QC obsolete @ v 4.10, replaced with SO1351 Completed Completed x x x x x x x x Page 7 of 10 Last Updated: 4/6/2009 Item Number SO-1204 SO-1217 SO-1226 SO-1232 SO-1238 SO-1241 SO-1242 SO-1250 SO-1259 SO-1261 SO-1269 SO-1271 SO-1274 SO-1281 SO-1284 SO-1288 SO-1295 SO-1306 SO-1311 SO-1312 SO-1315 SO-1316 Extended Solution Titles for Busines Framework Conversion Description Shipping Instructions By Ship To Address Commission Tables by Discount Rate Item Memo Pop-Up Price Refresh Utility Multiple Picking Sheet Selection and Printing Invoices With Multiple Due Dates Sales Journal Update To Create IM Transfers Automatic Next Order/Invoice Number By Division Lost Opportunity Tracking 10,000 Comment Codes Back Orders Allowed By Customer Authorized Purchase Control By Customer Master Orders To Impact On S/O Bucket Invoice Discount Allocated To Line Sales Account Print Control For On Hold Customers Enhanced Auto Generate Invoice Function Other Orders Warning Message Additional Fees Posted To Item Sales Accounts Enhanced Sales Journal Update Cost Determination Multi Tier Line Discount Calculations Zone Delivery Charges Sales Order Default Control SO-1319 Smart Processing On Sales Order Line UDFs Status Completed Completed Completed Completed obsolete @ v. 4.10 Completed Completed Completed Completed obsolete @ v. 4.10 Completed Completed Completed Completed Completed Completed Completed Completed Completed Coding Completed replaced with SO1532 Completed SO-1321 SO-1324 SO-1327 SO-1333 SO-1343 SO-1349 SO-1351 SO-1354 SO-1355 SO-1356 SO-1358 SO-1359 SO-1366 SO-1369 SO-1370 SO-1372 SO-1373 SO-1375 SO-1379 SO-1385 SO-1386 SO-1394 SO-1396 SO-1402 Customer Retail Pricing in Sales Order Discount from Order Total Within Product Line Sales Order Invoice Export Utility Line Item Discount Validation By Product Line Master Order Status Report Back Order Utility for Sales Order Lot/SN Cost Field in Credit Memos Commission Rate Table by Salesperson/Customer/Item Qty Checking in Quote Conversion & Auto Generation UOM Lookup to Display Only I/M Masterfile UOMs Enhanced Bill Explosion & Printing for Sales Order Modified Pricing & Posting for Sales Order Available to Promise E-Mail Alerts for Purchases By Product Line Enhanced Qty Available Checking in Invoice Entry SO-1113 UDF Sequencing by Order Type Sales Order Line Warehouse Change Utility Warehouse Default by Ship To ZIP Code Ship To Location Code Maintenance for Sales Order Order Total Discount by Order Total Amount Quotation Entry Additional Order and Invoice Number Series Negative Lot/Serial Distribution in Invoice Entry Extended Solutions Integration with SWK's Mapadoc Completed Completed Completed Completed custom Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed custom Completed Completed custom Completed Completed Completed Completed obsolete @ v 4.10 converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x x x x x x x x x x x x x x x x x x x Only the features which surveyed users told us they were using were converted Only the formats which surveyed users told us they are using will be upgraded. Each will become its own part number. Superior (SO-1551), Number of Prints (SO-1550), MacKenzie(SO-1552), Number of Originals (SO-1548), & Square Ft. Using Feet & Inches (SO-1559). x x x x x x x x x x x x x x x x x x x x Page 8 of 10 x Last Updated: 4/6/2009 Item Number SO-1403 SO-1404 SO-1409 SO-1412 SO-1413 SO-1417 SO-1419 SO-1420 SO-1421 SO-1422 SO-1423 SO-1425 SO-1428 SO-1429 SO-1430 SO-1437 SO-1445 SO-1446 SO-1451 SO-1455 SO-1457 SO-1458 SO-1460 SO-1461 SO-1462 SO-1463 SO-1465 SO-1466 SO-1467 SO-1468 SO-1469 SO-1470 SO-1471 SO-1472 SO-1473 SO-1474 SO-1476 SO-1477 SO-1478 SO-1479 SO-1482 SO-1485 SO-1486 SO-1489 SO-1491 SO-1494 SO-1495 SO-1499 SO-1500 SO-1501 SO-1502 Extended Solution Titles for Busines Framework Conversion Description Custom Office UDF Smart Calcs for Order Entry Enhanced Shipping Data Entry Shipping Data Entry Integration with SO-1099 Sales Order Line Creation From Purchase Orders Auto Rebate Invoice Generation Maintain Split Commissions by Customer Freight Rate as Percentage of Order/Invoice Total Visual Integrator Support of Kit Explosion Status Completed Completed Completed Completed Coding Completed Completed obsolete @ v 4.10 Alternate Update for Misc. Charges/Items Salesperson Commission Rate by Ship To Code Salesperson Commission Overrides by Line Default Credit Card Amount to 'Shippable' Amount Enhanced Ship Complete for Shipping Data Entry Quantity Checking in Shipping Data Entry Globally Set S/O Line UDFs by Product Line Paperless Office: Sales Order Invoices Marketing Development Fund File Customer Memo Pop Up in Shipping Data Entry Kit Component Display Suppression Variable Kit Component Quantity Dollar Amount Discounts for Sales Order Lines S/O Line Discount Posting to General Ledger Committed Items for Sales Order Default Price Level By Ship To Code Line Display in Red if Unit Price Overridden Paperless Office: Sales Orders Duplicate Item Checking Graphical Item Label Printing from Shipping Enhanced Repeating Orders Customer Delivery Date Refresh Credit Memo Application to orders & invoices S/O Line Entry Tracking By User Free Freight by Customer and Total Qty Ordered Graphical Item Labels from Sales Order Delivery Scheduling for Sales Orders Sales & COGS Segment Substitution by UDF Enhanced Graphical Shipping Labels Auto Create One Purchase Order from S/O Entry Update Master Order Balance Qty with Qty Shipped Enhanced Alias Item Entry for Orders & Invoices 'CenSignal' S/O Invoice Form Enhanced Sales Order/Quote History Report Unit Price and Unit Cost Calculated by UDFs Auto Generate Purchase Orders from S/O Entry Constant Gross Profit Display for Order Entry Brokerage Invoicing Order Hold Processing by Line Auto Addition of a Companion Item Number Enhanced Starship Link Reserving P/O Lot & Serial Qtys from S/O Entry Commission Rate by Customer/Price Code/Price Level Completed Completed Completed Completed Completed Completed Completed Completed Completed obsolete @ v. 4.10 Completed Completed Completed Completed Completed In Testing Completed Completed Completed Completed Coding Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Coding Complete Completed Completed Completed Completed Completed Completed Completed Completed Completed converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x x x x x x VI now supports the explosion of I/M Sales Kits and BOM Kit type Bills x x x x x x x x obsolete at v 4.30 x x x x x x x x obsolete at v 4.30 x x x x x x x x x x x x x x x x x x x x x x x Page 9 of 10 Last Updated: 4/6/2009 Item Number SO-1503 SO-1504 SO-1505 SO-1507 SO-1509 SO-1510 SO-1511 SO-1512 SO-1513 SO-1521 SO-1526 SO-1530 SO-1532 SO-1542 TC-1005 TR-1000 WO-1020 WO-1031 Extended Solution Titles for Busines Framework Conversion Description Auto Distribution of Lot and Serial Numbers Enhanced Credit Card processing Sliding Scale Line Discount Percentages Surcharge Calc for Invoice Entry Shipping Number Default from Sales Order Number Freight Account by Invoice Enhanced Auto Generate Order Selection Enhanced Batch Authorization Alias Item Conversion Factors for SDE Scanning Additional Fee for Delivery by Zone Enhanced SO-1099 Processing Enhanced Sales Order Integation with Job Cost Sales Order Defaults Multiple Jobs on a Single Invoice Temporary Employee Billing Truck Management Automatic Creation Of Miscellaneous Labor Entries Serial Number Update to S/O from Completions Status Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed Completed converted converted converted at v 4.10 at v 4.20 at v 4.30 Comment x x x x x x x x x x x x x x x x x x Page 10 of 10
Source Exif Data:
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