Version 9.52 June 2007

The following tags have been added to the RTF layouts:

RTF Order Acknowledgment:

• ORD_CUST_CODE
• DEL_CUST_CODE
• INV_CUST_CODE
• UNIT_DISCOUNT
• GROSS UNIT

RTF Despatch Labels:

• DEL_NOTE_NO
• DEL_NOTE_ITEM_NO
• ORD_CUST_NAME
• ORD_CUST_CODE
• DEL_CUST_NAME
• DEL_CUST_CODE
• PART_DRAWING_ISS

Please note that RTF Despatch labels have now been updated to allow the label to be based on a 'delivery note' rather than a 'release note'

RTF Invoice:

• NOMINAL_CODE
• NOM_COST_CENTRE
• NOM_DEPARTMENT
• CUST_REP_REF
• UNIT_DISCOUNT
• GROSS UNIT

RTF Purchase Order:

• NOM_CODE
• NOM_COST_CENTRE
• NOM_DEPARTMENT

The 'Route' column will now show '<multi>' when there is more than one route for the part. Press 'F5' on this field to view the full list of routes for the part.

Sales Order Entry

The detailed sales order 'call-off' screen has been redesigned to allow the entry of 'gross unit prices' and 'discount percentages'. These have always been available on 'simple' sales orders. The redesign has also allowed the 'shipping date' to be brought onto the main table and the inclusion of a 'total' call-off value field.

These discounts can be entered manually, or imported into the 'contract review' screen from either sales price lists or quotes. They will also be copied onto any new invoice records created from these call-offs.

The system should now also warn users that VAT codes need revision if the 'customer' on a sales order has been changed to one from a different country code.

 Stage Payments

The 'Stage Payment Maintenance' screen has been updated to include a stage payment report.

Invoice Production

A new control flag ('INVOICE_BY_OVERRIDE') has been added which, if set, allows the user to override the default setting of the 'INVOICE_BY' flag when producing invoices or credit notes.

Invoice History

The 'Invoice History' screen has been updated with a 'find' facility that allows users to locate a particular invoice record by searching on either the delivery or invoice address.

Invoice Line Discounts

Line-level discounts entered on sales orders are now carried over to new sales invoices and can be edited by zooming on the 'Nett Unit Price' field. The gross price and discount percentage can be included on your RTF invoice layout if required.

Purchase Prices

A number of new options have been added to the purchase prices screen:

• 'Minimum Order Quantity' - Applies to ALL stock types, apart from materials and subcontract operations which are priced 'by weight'.
  Any suggested order quantities will be rounded up to take this figure into account and, unless the control flag 'P/O_OVERRIDE_ORDER_MULTIPLE' is set, users will not be allowed to order less than this quantity.
   
• 'Price Per' - Applies to stocked parts only.
  The batch prices for stocked parts were previously 'per 1' of the item. You can now, for example, enter 100 in the 'price per' field which will mean that any batch prices entered will be 'per 100' of the item.
   
• 'Purchase Unit Of Measure' - Applies to stocked parts only.
  This allows you to specify a different unit of measure for purchasing to the one used for stocking and issuing the item. For example, a bolt may be stored and issued in single units, but is purchased from a certain supplier in boxes of 500. This new option allows you to raise the purchase order for a specified number of boxes, with prices being entered per box. When the goods are received the number of boxes received will be converted back to the stock unit of measure.

Items are now booked into stock in the same order as they appear on the screen. They were previously processed in 'date required' sequence.

Stocked Parts Screen

The QuickBar on this screen has new functionality allowing the criteria to be retained when escaping back to the QuickBar. A 'find' option has also been added to allow stocked parts to be located based on a string being found in certain specified fields.

Expiry Dates

It is now possible to change the expiry date on a batch of stock after it has been booked in. Changes can include adding an expiry date to a batch which did not previously have one, and removing the expiry date from a batch.  A history of all changes made to the expiry date will be stored. Changes can on be made by users with the 'Expiry Date Modification' access code.

Manufacturing Routes

Redundant routes and non-active parts on the 'Manufacturing Route Maintenance' screen have been colour-coded, and the 'Redundant' tab renamed 'Historic' for clarity.

The control flag 'MI_FORCE_PREF_ROUTE' has been added to enforce the existence of at least one preferred manufacturing route.

A new screen showing 'parts without preferred route' has been added to the 'options' menu of 'Manufacturing Route Maintenance'.

Scheduling

If the control flag SWO_SCHEDULE_ORDER is set to 'Yes' then works orders which are modified through the sales order will all be re-scheduled at once after exiting the order, rather than as the individual changes are made.

Resources in a 'Labour' group can now have a number of workers allocated to them. The hours required on works orders are then divided by the number of workers for scheduling. E.g. If you have two workers and 10 hours work, the schedule will allocate 5 hours elapsed time for the work to be completed in. The number of workers can be modified on an operation-by-operation basis.

The terms 'machine no' and 'number of machines' used in scheduling have been replaced by 'process number' and 'concurrent processes' respectively. These new terms are more generic and can apply to resources in both 'labour' and 'machine' groups.

The 'Progress View' of scheduling will now correctly show Saturdays if any capacity is available on Saturdays.

Capacity Planning

The 'Redundant Resources Found' message no longer appears if there are no redundant resources.

Customer Quality

The customer delivery performance and the customer PPM options now have the choice of whether they use the 'Deliver To' customer or the 'Order By' customer by setting the control flag 'CUST_PERF_CUSTOMER' to the appropriate option.

Customer Returns

If the control flag CUST_REJ_CREATE_INT_REJ is set and a customer return which includes a works order reject is raised then the works order will be put back into 'pending' if there is now a quantity outstanding on it.

Employee Labels

The employee labels now show the employee's name in a smaller font if it is over 17 characters in length.