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Activant Prophet 21

Version 12.0: System Administration New Features

New Features Suite Course 1 of 5

This class is designed for…

System Administrators

Objectives

Discuss v12.0 System Administration new features

Interface ChangesOrder Entry RedesignNew importsAuto Execute Document LinksEmbedded Crystal ReportsPacking list datastream modified to include Hazmat information

Objectives

Discuss v12.0 System Administration new features

Provide a "Save As" RMB option.Copy and Paste EnhancementsWarning for large print jobs / tag creationsAlgorithm for creating alphanumeric terms ids over 99EDI modifications

This course will NOT cover…

New features in Order Entry, Inventory, Accounting, and Third Party

GUI Interface Update

Interface Changes

New logon splash screenSingle window formatNew navigationShortcut icons updatedKeyword search, new RMB options and resizingPortal Views revampedDynaChange modificationsField chooser adds fields to tabs

New Logon Splash Screen

Single Window Format

Band

Folder

Menu Item

Module

Side Bar

My Menu

My Menu on sidebarMake My Menu show as icons with a RMB on icon barChoose placement My Menu iconsDetermine if you’d like to see text under icons

Navigational Changes

Theme options saved automatically for user

Navigational Changes

View tabs in the top or bottom of their respective panes

View upper and lower tabs in single row or multiple row formatSearch option at bottom of side bar

Navigational Changes

Open in New Window RMB option available for Bands on Sidebar

Lower pane is resizable in all Prophet 21 windows by clicking on series of dots and draggingWindows menu option lists all open windows in applicationPop up windows have a transparency setting so data can be viewed on background window

Shift + Arrow Up/Down or Scroll Wheel Up/Down

Portal Maintenance

Portal View Assignment

User Maintenance Portal View tab

Role Maintenance Portal View tab

Portal View

DynaChange Modifications

Insert and Format menu optionsInsert text fields, picture fields, computed fields, today’s date and enter a group box around fieldsFormatting options available on the Format menu and shortcut icons available on toolbarNew color options available

DynaChange Required Field Checkbox

Tab Order box allows tabbing on window to be changedRequired field checkbox available for input fields

Required icon displays in front of fieldError message given if required data is not entered

Imports, Fast Edits and Pricing Service will not look at user-defined required fields

Field Chooser

RMB menu, choose Field ChooserDrag and drop field onto current tab

Order Entry Redesign

Allow information from different tabs in Order Entry to be displayed on Order Entry windowSide panel added to Items tab

Choice of 5 standard panels and 2 custom panels

New grid format for itemsAllows for easy editing and uniform display of itemsFull grid modeGrid with panel mode

Order Entry Redesign

Panels determined by Panel tab in User Maintenance

Available panelsNone (default)Open ValuesCostsLast Price Paid (if enabled)

Ext’d InfoCustom 1Custom 2

Order Entry Redesign

Grid with Panel

Ext’d Info Panel

Import Functionality

Accessory Item Import

Accessory Item import added to Inventory Imports

PO Import via SISM

Purchase Orders can be automatically imported via the Scheduled Import Service Manager

Import RMAs

RMAs can be imported using the sales order import

Document Links

Auto Execute Document Links

Automatically print, fax or email linked documents for these transactional documents

Order AcknowledgementsPacking ListsQuotesRFQs

Document printing only applies to links set up in:Customer MaintenanceShip To MaintenanceSupplier MaintenanceOrder / Front Counter / RMA Entry

Item MaintenanceShippingPurchase Order Entry

Auto Execute Document Links

Step 1 – Set up documents as Outside Use

Auto Execute Document Links

Step 2 – Set up Customer or Ship To for Printing Outside Use Documents

Auto Execute Document Links

Suppliers can be set up to automatically send linked documents in Supplier Maintenance

Printing Forms via Report Windows

Outside use linked documents can print from the report windows for Order Acknowledgements, Packing Lists, and Purchase Orders

Integrate External Crystal Reports

Setup

Setup / System Setup / System / Crystal External Report

External Reports Menu Option

External Reports option displays on reports menus in modules where reports are associated

Miscellaneous Features

Miscellaneous Features

The packing list datastream has been modified to allow Hazmat information to print for itemsRMB menu has a “Save As” option now so that data from reports and data window may be saved to various file formats – text, PDF, HTML, etcRMB menu has also been enhanced to allow users to copy and paste protected fieldsNew algorithm for creating terms IDs over 99

Warning for Large Print Jobs

Maximum Number of Documents setting determines number of documents that will trigger the large print job warning

EDI Modifications

849 Modifications

New 849 Rebate Payment Report849 document displays reason codes for declined transaction lines

849 Accept Rebate Discrepancy

Accounting > Accounts Payable > Maintenance > Vendor MaintenanceEnable feature by checking Allow import of rebate payments with a variance

Variance Application Options

Apply to Invoice Line

The system applies the received amount to all applicable invoices. It applies the remaining balance to the invoice line that generated the rebate.

Apply to Newest Invoice

The system applies the received amount to all applicable invoices except for the one with the youngest invoice date. It applies the remaining balance to that newest invoice.

Apply to Oldest Invoice

The system applies the received amount to all applicable invoices except for the one with the oldest invoice date. It applies the remaining balance to that oldest invoice.

Prorate The system prorates the variance across all applicable invoices.

Define Variance

Define acceptable variance as a flat amount or as a percentage.0000 = no limitCalculate Rebates on RMA’s

Additional EDI Changes

P21 EDI changes for Parker 850867 Rockwell Enhancements

Summary

v12.0 System Administration new featuresInterface ChangesOrder Entry RedesignNew importsAuto Execute Document LinksEmbedded Crystal ReportsPacking list datastream modified to include Hazmat informationProvide a "Save As" RMB option.Copy and Paste EnhancementsWarning for large print jobs / tag creationsAlgorithm for creating alphanumeric terms ids over 99EDI modifications

For More Information…

Prophet 21 Help FilesVisit Activant on the web:

http://distribution.activant.com/View Educational Services course offeringsBrowse Documentation

New Features Guides

Search the Solutions databaseSubmit a Support case

E-mail Professional Services Salespss@activant.com

New Features Suite

Version 12.0 Accounting New FeaturesVersion 12.0 Inventory New FeaturesVersion 12.0 Order Area New FeaturesVersion 12.0 Third Party New Features