p21 version 12.0 new features - epicor€¦ · edi enhancements new features in 12.0 f32287_850...

P21 Version 12.0 New FeaturesSystem Admin & EDI Training

Steve Heister 3/25/2009

Objectives

Review new System Admin FeaturesDiscuss Import ChangesDemonstrate Scheduled Task FunctionalityDiscuss EDI Enhancements

NOTE: Active Directory Feature will be discussed in a separate training class

P21 Version 12.0 New Features

New System Admin FeaturesNew System Admin Features

External Crystal Reports

Integration of Crystal Reports into the P21 MenusSetup in Crystal External Report Maintenance

Indicate Roles that have access to each reportIndicate Modules that report will appear

Report will appear under the Reports Folder in the Module indicated for the Role indicated

Document Link Enhancements

Automatically Print, Fax, or Email Linked DocumentsTransactions functionality available with:

Order AcknowledgementsQuotesPacking ListsRFQs

Automation applies to links set up in:Customer MaintenanceShip To MaintenanceSupplier MaintenanceItem MaintenanceOrder Entry/Front Counter Order Entry/RMA EntryShippingPurchase Order Entry


Set Document Links up as Outside Use Documents


Determine whether to send outside use documents per customer and/or ship to

Ship To General Tab of Customer MaintenanceDelivery Tab of Customer Maintenance


Determine whether to send outside use documents per supplier

Supplier Tab of Supplier Maintenance

Alert Enhancements

Alert EnhancementsAdd names as token fields to go along with Ids (For Example include Customer Name as a token in an alert)Use Corporate ID as limiting parameter in Order Entry AlertsAlerts now work with SMTP mail


Import EnhancementsImport Enhancements

Import Enhancements

Accessory Item ImportPick Ticket Import: Allow some Pick Tickets to fail import without failing the entire importPO Import via SISMImport RMAs with the Order Import


Scheduled TasksScheduled Tasks

Scheduled Tasks

Capture parameters for certain reports and exports throughout the systemSchedule that report or export to run based on a schedule you set upReport or export is automatically triggered to run based on that schedule

Scheduled Tasks - Prerequisites

User must be setup with default printer in User MaintenanceLogin process must be set for Windows Authentication

Scheduled Tasks

Set the parameters on the report or export as you want them to be scheduledClock Icon on toolbar allows you to schedule the processing of the report or export

Scheduled Tasks

Define Command Options

Scheduled Tasks

Set Date Options

Scheduled Tasks

Set File Options

Scheduled Tasks

Set Email or Fax Options

Scheduled Tasks

Indicate Report Email Recipients

Scheduled Tasks

When ready to perform a scheduled taskAccess the directory that the batch file is stored and double click the appropriate batch (.bat) fileFrom DOS prompt, windows opens the P21 application and runs each XML file in the batch sequentiallyAn entry is made in the log file each time a scheduled task is run

Displays Error MessagesDisplays Complete Messages


EDI EnhancementsEDI Enhancements

EDI Enhancements

New Features in 12.0F32349_Declined Reason Codes to 849 ImportF32933_849 ReportF40292_849 Import Rebate Payment Discrepancies

Added Variance ‘By Invoice Line’ to vendor rebate optionsAdded acceptable variance to approve imported value

EDI Enhancements

New Features in 12.0F32287_850 Parker Changes (11)

Item created and flagged as a Special Pricing Agreement (SPA) item Transmitted on 850s

F30692_867s Rockwell EnhancementsAdded new fields including:

Ship From, Sold To, Ship To ID, Order Date, Ship Date, Customer Required Date, Primary SLM, Currency, DS PO No. and Line, Unit COGS, Item Classes, UPC, Serial Numbers


Additional ResourcesSteve Heister – P21 Product ManagerChristine Stefanache – Business Systems Analyst12.0 New Features Guide

Thank you for attending!