|
The main areas where there are changes
- System setup and utilities
- Purchase Order
- General Ledger
- Order Entry
- Inventory
System setup & utilities
- warning when GL Integration is set to "off"
- can see which users are logged on
User Details
- Ability to turn AutoComplete on/off by user
- configure Custom Reports: Add/Change/Delete custom reports
- Application background (when no modules are open): can select a specific
color or a bitmap, by company, by user
- cannot login with same user ID simultaneously more than once
Purchase Order
- Option to update Vendor Specific Pricing from issued PO
- ability to email POs to Vendors, similar to the options for Customers re
Invoices
General Ledger
- maintain and view essentially unlimited GL History - 99 years.
- Cannot post to historical years (prior to "Last Year").
- Will be able to drill down from Sales History, Purchase History
- Historical GL records to be kept in separate files.
- Current Last Year, This Year, and Next Year kept as is, no change
- can import GL Transactions and GL Chart of Accounts
- GL Search-and-Reverse now in the menu.
- update and validate segment list as new GL Accts are added
- integration with FAS 50 Asset Accounting (Cdn version)
- print posted and unposted journal entries (unposted: when partway
through a journal entry, can print what you have entered so far)
- Print an individual journal entry from any place a specific journal
entry is displayed on screen.
Order Entry
- Ship-Tos can be added to a Customer from Order Entry
- Credit Hold can be overridden by a Supervisor
- Added a Required Date for Orders
- All dates are up at the top of the screen, no longer hidden on a tab
- Optional prompt if Freight=0
- Option to convert Quotes to orders using the next available Order #;
saves original Quote #
- Option to turn off Backorder functionality by Inventory item and
Customer
The Bill-To / Ship-To issue
- part of this will be addressed in a service pack prior to v7.2
- the remainder will be addressed in v7.2
- I don't have details on what parts will be addressed in each
Inventory
- Support for non-physical inventory items (such as labour)
- no qtys for these
- use a standard cost
- can be used in Order Entry, Purchase Order, Bill of Materials
- once set as a non-physical item can't change it to regular inventory
type
- no weight field
- multiple units of measure (UOM)
- is implemented so you can ignore multiple UOM completely if you
don't want it
- 3 fields in inventory screen: Stock UOM, Sell UOM, Buy UOM
- Qtys displayed in Inventory are based on Stock UOM
- new tab: UOM
- conversion factor between Stock and Buy/Sell UOM can be entered
either way, similar to multi-currency foreign exchange rates
- allows fractional qtys
- UPC codes are now attached to the UOM.
- this gives rise to an interesting use of the multiple UOM feature -
the ability to have multiple UPC codes for an item
- receipts: choice of UOM
- Separate price list & qty breaks for each UOM. Will use default
price list with conversion factor applied if no prices specified.
- this gives rise to another interesting use of UOM: possibly
unlimited price lists
- in Order Entry: Sell UOM field added
- CSP: added pricing per UOM
- implemented in Purchase Order and POS as well
- Bill of Material: current conversion factor field is kept, so no big
change will be required in BOM
- Added a Lead Time field
Release Date for v7.2
- Not in 2007. Will be in 1st half of 2008
Technical
- There will be a file conversion
- Crystal Reports will require a Database Verify
|
