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Coming Attractions – Order Entry – Reports and Utilities

September 25, 2017

Reports Provider Earnings Reports>Provider Earnings A window now pops ups with buttons to select the report to run.  The buttons have the ability to be password protected. The ability to send to CSV has been added to the options screen. Utilities Cities Utilities>Set Up>Cities The City List can now be exported to a CSV file. […]

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Coming Attractions – Order Entry – Customers

September 22, 2017

File>Customers A warning message now pops up if the Business field is blank and the customer record is set to use Business as the Export Name. Customer Contacts  Customers can now have contacts.  A Contact is an individual person, who can be related to a Customer, like a Purchasing Agent who works for a builder, […]

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Coming Attractions – Order Entry – Batch Processing and Word Merge

September 21, 2017

Batch Processing The ability to Copy Browse Information has been added to the Browse screen. The columns on the Browse screen are now sortable. If a column on the browse screen is resized, then the new size of the column is saved. Word Merge Dye/Run Lot, Price Modifier, and Price Modifier % have been added […]

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Coming Attractions – Order Entry – Claims

September 20, 2017

The Ship To and Sold To on the Claim screen has been renamed Claim For and Claim Against. When selecting a Vendor for the Claims Against, the system will now bring over the vendor’s phone number. The ability to add and print a Work Order Custom Note on a claim has been added.

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Coming Attractions – Order Entry – Quotes

September 19, 2017

Browse Screen A Quote Total column has been added to the Browse Screen.  It is a sortable column. Quote Line The Reference Line button has been removed from the add/change Quote Line screen since it does not apply to quotes. Copy Quotes Quote # can now be manually entered if the system option “Only Allow […]

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Coming Attractions – Order Entry – Customer Orders – Part 4

September 18, 2017

Reports My Commissions Reports>My Commissions The Job Number Prompt field has been added to the .csv file. Utilities Config Creator Utilities>Set Up>Config Creator Settings in Config Creator will override the Print Columns settings in the Order Printing Options screen. Receipt Config Utilities>Set Up>Receipt Config Receipt registers can now have payment types specified. When posting a […]

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Coming Attractions – Order Entry -Customer Orders – Part 3

September 15, 2017

Reports Batch Job Costing Reports>Batch Job Costing Batch Job Costing now allows for negative Gross Profit Percent. When an Order fails to job cost, a message will appear showing the detailed reason the order was not ready to job cost. Some reasons are: Provider’s file is not balanced with Order Gross Profit Percent is out […]

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Coming Attractions – Order Entry – Customer Orders – Part 2

September 14, 2017

Picking Ticket The Purchase Order Promise Date has been added to the Picking Ticket. A Standard Message can now be printed on the Picking Ticket. Products Products in Order Entry now uses the combined cost in the Products browse screen when the System Option Combine Miscellaneous Cost with Gross Cost is set to Yes.

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Coming Attractions – Order Entry – Customer Orders – Part 1

September 13, 2017

Find Screen  The ability to filter by On Hold orders, Date Entered, Job Cost Trans. Date, and Balance From/To has been added to the Find screen. These are useful when printed merged by batch. Roll/Item Inventory The ability to view the Purchase Order from the Roll/Item Inventory screens while in Order Entry has been added. […]

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Coming Attractions – Order Entry – System Options

September 12, 2017

Today we move into the New Features in Version 17.1 that are System Options in Order Entry. Allow User to Edit Special Cost When Adding a Line >Utilities>System Options>Order Entry>Order Entry Category-Configuration Type- Can be Global, Assigned or User If this option is set to Yes, then a Special PO Info box will appear on […]

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