Version 10.30

Customer Maintenance As a result of customer feedback the method of setting default address codes in 'Customer Maintenance' has been changed. The 'Address' tab now shows ALL the addresses for the account in a table, with the defaults for 'orders', 'deliveries' and 'invoices' indicated. The full address of any code can be easily viewed by clicking the 'description' field. The setting of these defaults is now done by clicking the appropriate tick boxes in the 'Address Maintenance' screen.

Quote Auto Get List Price A facility has been added to allow the system to automatically get and apply the sales list price for an item when added to a quote. This option is enabled using the 'QUOTE_AUTO_GET_LIST_PRICE' control flag.

Sales Order Requirement and Sales Works Order Quantity Sync The system has been updated with an option which will keep the 'sales order requirement' quantity in sync with the 'sales works order' quantity. With the control item 'SWO_SYNC_REQ_QTY' enabled, adding a new sales order or adjusting an existing requirement will cause the system to automatically create or amend works order allocations to match the sales order required quantity. Please note that when adding a requirement quantity the system will only apply the new quantity onto the FIRST works order allocated to it. When requirement is reduced the system will attempt to remove allocations from as many associated works orders as available until the quantities match.

Delivery Plan The delivery plan has been updated to allow users to specify a 'vehicle type' that will carry the contents of the delivery plan. A statistics tab has also been added which will show details such as 'total value', 'planned' and 'actual' items, 'packs', 'pallets' and 'sub-packs' of the delivery plan. The 'allocate call-offs' facility has been updated to allow users to specify the sequence of items to be delivered.

Customer After Sales The 'Customer Complaint and Reject' option has (again!) been renamed and now appears as 'Customer After-Sales'. Users can now select from a choice of 'category codes' to determine the type of record being booked. The available codes are 'REJECT' - for use when the customer is rejecting a delivery, 'PACKAGING' - for users of the 'despatch packaging' option and 'COMPLAINT' - where the customer is registering a problem with a delivery, but is not rejecting the stock. Users who have purchased the enhanced after-sales module will be able to define their own codes - including those of a new 'Service' category. This is for use where an item you have delivered to one of your customers is being returned for further work - for example for repair or for a routine annual service. As this type of work will be carried out under a different part number to the one originally delivered you can set up manufacturing routes and assembly details specifically for the service work, and without affecting the sales analysis of the original part.

Associate Rejects with Works Order Operations & Components The system has been updated to allow the user to directly associate a works order operation and / or works order component with a internal / supplier reject. Whenever time has been booked onto an operation or a stock issue is performed the cost of the work will be written to the reject record as well. In time recording and data capture there is a new control flag ('ONLY_SHOW_RW_OPS') that will force the user to only see rework operations when 'rework' is selected..

Sub Pack Quantity The 'sub pack' quantity field has been added to 'stocked parts'. This field is similar to 'pack' and 'pallet' quantity. The title 'sub pack qty' can be altered by the user.

Released 30th September 2009

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