Scheduled List CM 1005 Business Framework Catalog

User Manual: CM-1005

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Page Count: 10

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

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