what’s new in ivp 5 - epicor · 2012-10-05 · what’s new in ivp 5.3 october, 2012 confidential...

What’s New in iVP 5.3

Solarsoft Business Systems

What’s New in iVP 5.3

October, 2012

Confidential and Proprietary Material

2009 - 2012 by Solarsoft Business Systems

The information in this publication is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Solarsoft Business Systems. Solarsoft Business Systems assumes no responsibility or liability for any errors or inaccuracies that may appear in this publication.

ContentsWhat’s New in iVP 5.3

Overview 1

New and Enhanced Options/Add-ons 4

Menu Renaming and Restructuring 16

Accounts Payable 18

Accounts Receivable 19

Bill of Material 20

General Ledger 21

Inventory 23

Labelling 28

Maintenance 32

Order Entry 35

Production 51

Purchasing 55

Quality Control 59

Release Accounting 60

RF Scanning 64

Shop Floor Reporting 65

System Codes 66

What’s New in iVP 5.3 I

System Utilities 71

Time and Attendance 72

Miscellaneous 73

II What’s New in iVP 5.3

Overview

This document describes the many new features found in iVP 5.3. Where applicable,each new feature is listed in numerical order according to the menu and option withinthe module that it is located in.

NOTE: Menu options that are new to iVP 5.3 have the word New displayed in paren-thesis next to their names.

User Interfaces

iVP 5.3 comes with two types of user interfaces: jGo Rich and Standard Client Access(5250 emulation). Allow your users to try out each interface to select the one that theyprefer: some users may prefer the point-and-click features of jGO Rich while otherswill prefer the traditional 5250 green screen. In fact, at any time users can switchbetween interfaces.

Enhanced Architecture - jGO Rich

Our multi-tier architecture, called iVP jGORich, exploits the transformational promiseof MVC multi-tier architecture to bring a true rich-client interface to the Series i. Thisinterface presents the ultimate in rich-client versatility and Series i reliability. iVPjGORich utilizes MVC architecture to allow separation of the presentation layer fromthe business layer. We can now customize the interface without impacting the underly-ing code in any way. The integrity and enterprise scalability of the rock-solid RPG ILEcode remains uncompromised.

What’s New in iVP 5.3 1

New jGO Rich Interface

The iVP jGO Rich interface has a brand new streamlined look to it! Below are somescreen shots:

2 What’s New in iVP 5.3

New and Enhanced Options/Add-ons

The following options and add-ons are either new or enhanced in Release 5.3. Eachof these options/add-ons may be added for a fee. For more information, please con-tact your sales representative.

Dashboards

New business intelligence data-gathering tool. Dashboards is targeted at hardcorebusiness intelligence and analytics requirements, including but not limited to a com-prehensive iVP datamart, a complete set of chart formats, and extensive drilldownsupport. There are six Dashboards: The Sales Dashboard enables analysis of sales &marketing performance by sector, channel, customer, product and other dimensionswith whatever time period is needed; the Production Dashboard enables you to clearlyunderstand plant performance, including common KPI’s like OEE; the Finance Dash-board displays accounts receivable and payable information with drilldown from thebalance sheet to the underlying individual transactions; the Purchasing Dashboardallows historical analysis of how your suppliers are meeting delivery dates and quanti-ties; the Inventory Dashboard provides past, present and future inventory levels,inventory turns, inventory age by product, serial or location; and the Orders Dash-board provides comprehensive analysis of order fulfilment by status, product or cus-tomer.


Solarsoft Analytics

Create dashboards from predefined charts (columns, bars, and pies, as applicable).Create your own reports: Available categories include finance, production, purchases,sales, orders, and master files.

Service Tickets Application

Use the Service Tickets application to create service tickets and perform work onitems under warranty. Your field technicians can use the application to keep track oftheir schedules and enter information regarding work performed. When a serviceticket is closed, a warranty claim or invoice is created as applicable.


Event Monitor Application

Use Event Monitor to monitor your iVP database for specified events (for example, allnew orders placed on hold within a specified time range). You can have the resultsemailed to specified users. Events can be defined by SQL statement or by user exitprogram.


Requisitions Application

Use the Requisitions application to create requisitions with type Normal.


Production Manager

This as a web-based, touch screen version of Event Based Production Reporting(PDMN64 option 4). Production Manager components include Human-Machine Inter-face (HMI), Shop Floor Controller, OPC Client, Automated Pack Reporting, and PlantFloor Viewer.

Web Service Programs

General Services

Service programs in the following areas are available:

• Customer Services

• Plant Customer Override Services

• Vendor Services

• Plant Vendor Override Services

• Employee Services

• Container Services

• Container BOM Services:

• Container Assignment Services


Inventory Management


• Global Part Services

• Plant Part Services

• Customer Part Services

• Plant Item Zone Priority Services

• Warehouse Transfer Services

• Alternate Ship Location Services

• Inventory Transaction Services

Order Management


• Sales Order Header Services

• Sales Order Item Services

• Sales Order Item Release Services

• Sales Order Discount Services

• Sales Order Status Services

• Sales Order Packaging Specification Services

• Credit Card Authorization Header Services

• Credit Card Authorization Detail Services

• Manual Invoice Header Services

• Manual Invoice Line Services

• Manual Invoice Line Discount Services

• Order Invoice Terms Services

• BOL Header Services

• BOL Detail Services

• BOL Serial Lot Sub Detail Services

• Container Configuration Stackable Component BOM Services

• Consumer Services

• Sales Channel Codes Services

• Warranty Claim Header Services


• Warranty Claim Location Services

• Warranty Claim Detail Services

• Warranty Master Services

• Service Ticket Header Services

• Service Ticket Detail Services

• Service Ticket Material Services

• Service Ticket Report Labour Services

• Service Ticket Reported Labour Services

• Service Ticket Reported Charges Services

• Service Ticket Skills Services

• Service Tickets Scheduled Events Services

• Service Ticket Access Hours Services

• Service Ticket Location Services

• Service Contract Services

Procurement Management


• Purchase Order Header

• Purchase Order Item

• Project Master

• Purchase Order Requisition

• Receiving History

Production Management


• Method Header Services

• Method Routing Services

• Method Routing Operation Detail Services

• Method Routing Operation Description Services

• Method OS Routing Detail Services

• Method Material Services


• Method Part Sequence UOM Conversion Services

• Method Tool Services

• Method Scrap Profile Services

• Tool Master Services

• Production Family Services

• Production Family Component Services

• Firm Planned Production Services

• Shop Floor Reporting Services

• Shop Floor Helper Services

• Machine State Monitoring Services


jGO Rich Interface

Portals

A portal is a customized menu. You can create your own portals or use one of our pre-defined portals. Use portals to easily access those menus and menu options that youmost often use. You can also allow portals to be used by multiple users.

Report Presentation

New and improved report presentation:


Customer Relationship Management Portal (OEMN32, option 1)

Maintain and make extensive inquiries into customer information. Simply click on theappropriate area to quickly drill down to customer information.

Instant Text Messaging

Send text messages to other individuals logged on to jGO Rich. When you receive amessage, the Messenger dialog box automatically opens.


Visual Bill of Material (Maintain Production Methods, PDMN24 option 1)

View a graphical representation of a bill of material.

Select a routing to view all material parts used at that routing.

Quick Navigation Between Plants/Databases

Use File>Change Database/Plant.

Simplified Logon Process

First time users with access to only one database and plant simply have to enter theiruser ID and password to log on. Subsequently, the database and plant fields are dis-played with the applicable database and plant as defaults.

Improved Field Security

Administrators can use Utilities>Maintain Field Attributes to hide a field or display it


but prevent it from being edited. To be able to maintain field attributes, you must be anauthorized user under Jgo Rich Dynamic Link Administration (SEMN01 #1).

Quick Menu Option Search and Navigation

From the Task pane, click the Search tab and enter a word. All menu options contain-ing that word are displayed. Select a menu option and click GO to open that menuoption.

Easy e-Business

Easy e-Business allows your customers and suppliers to easily do business with youover the internet.


Menu Renaming and Restructuring

The top level menu structure has been changed as indicated below:

:

Old Menu Name and Number New Menu Name and Number

iVP Main Menu 1. Order Entry/Invoic-ing Main Menu

iVP Main Menu 1. Order Management Main Menu

iVP Main Menu 2. Financial Control Main Menu

iVP Main Menu 2. Financial Manage-ment Main Menu

iVP Main Menu 3. Production Control Main Menu

iVP Main Menu 3. Production Manage-ment Main Menu

iVP Main Menu 4. Inventory Control Main Menu

iVP Main Menu 4. Inventory Manage-ment Main Menu

iVP Main Menu 5. Purchasing Control Main Menu

iVP Main Menu 5. Procurement Main Menu

N/A iVP Main Menu 7. Supply Chain Man-agement Main Menu

iVP Main Menu 6. System Codes Main Menu

iVP Main Menu 9. System Codes Main Menu

iVP Main Menu 7. System Utilities Main Menu

iVP Main Menu 10. System Utilities Main Menu

iVP Main Menu 8. User Defined Options Menu

iVP Main Menu 11. User Defined Options Menu

Old Menu Name and Number New and Additional Menu Name and Number

OIMN01 option 9. Release Accounting Main Menu

OIMN01 option 9 and iVP Main Menu 6. EDI/Release Accounting Main Menu

IBMN01 option 8. Quality Control Main Menu

IBMN01 option 8 and iVP Main Menu 8. Quality Management Main Menu


Existing Menu Number Additional Menu Number

Menu Name

PDMN01 option 4 PDMN30 option 1 Production Planning Menu

PDMN01 option 5 PDMN30 option 2 Master Production Schedule Menu

PDMN01 option 6 PDMN30 option 3 Material Requirement Planning Menu

PDMN01 option 7 PDMN30 option 4 Capacity Requirement Planning Menu

PDMN06 option 1 PDMN30 option 5 Work Order Releasing Menu

PDMN06 option 2 PDMN30 option 6 Work Order Scheduling Menu

PDMN06 option 6 PDMN30 option 7 Repetitive Production Planning Menu

PDMN64 option 5 PDMN27 option 4 & PDMN69 option 4

Real-Time Completed Production Reporting Menu

OEMN01 option 10 RAMN01 option 11 EDI Order Processing Main Menu


Accounts Payable

Increased address lines for one-time vendors

There are now ten address lines available for one-time vendors (as per the VendorMaster).

APMN02 #1 Bank Control File Maintenance

Outgoing remittance advices can be sent directly to a bank instead of being sent to thevendor.

APMN02 #2 Vendor Master Maintenance

Send outgoing remittance advices to third party foreign banks.

APMN02 #23 Maintain EDI Special Handling Instructions (New)

Define handling instructions for outgoing 820 CKO documents. The instructions areassigned to banks in APMN02 #1 (Bank Control File Maintenance).

APMN02 #24 Maintain Credit Voucher Reason Code (New)

When creating a credit voucher in Enter Vouchers into Batches (APMN03, option 1), ifat least one credit voucher reason code has been defined in this menu option, thenyou must enter a credit voucher reason code in the voucher header.

APMN03 #1 Enter Vouchers into Batches

Maintain invoice received date on the voucher entry header.

Manually override the exchange rate to be used when recording SAD (custom pay-ments).

You can enter the date that invoices were received.

Define an exchange rate that is different than the official exchange rate.

Define received quantity on PO references. This quantity must be equal to or less thanthe outstanding quantity of a PO item or release item.

When creating a credit voucher, if at least one credit voucher reason code has beendefined in Maintain Credit Voucher Reason Code (APMN02, option 24), then you mustenter a credit voucher reason code in the voucher header.


Enter a description that will print on the open pay listing.

APMN03 #2 Print an Edit Listing of a Batch

Vendor addresses are printed on voucher entry edit listings.

APMN04 #2 Select Vouchers to be Paid

Mexico-required Cash Based Tax. Certain taxes are collected on behalf of the govern-ment and reports must be filed to the government monthly. The tax is recognized atcash entry time rather than when the voucher is posted.

APMN05 #21 Paid Tax Report for Cash Based Recoverable Taxes (New)

Print a report listing all cash based recoverable taxes paid over a selected fiscalperiod range.

Accounts Receivable

Invoice Number field has increased in length

The length of the Invoice Number field has increased from nine characters to fifteencharacters.

Cheque Number field has increased in length

The length of the Cheque Number field has increased from nine characters to fifteencharacters.

ARMN02 #1 Maintain Customers

Enter collector code. Collector codes are defined in Maintain Collector Codes(ARMN02 #12).

ARMN02 #7 Maintain Bank Accounts

New GL account: Deferred AR (Bill By Order); used in bill-by-order invoices.

ARMN02 #12 Maintain Collector Codes (New)

Define collector codes. Collector codes are entered into the Customer Master.


ARMN05 #14 Print Received Tax Report for Cash Based Recoverable Tax

Print a report listing all cash based recoverable taxes paid over a selected fiscalperiod range.

ARMN06 #3 Print Customer Statements

Select whether AR open records with invoice type 04=Credit are to be printed in acustomer statement.

ARMN10 #1 Cash Entry by Customer

Mexico-required Cash Based Tax. Certain taxes are collected on behalf of the govern-ment and reports must be filed to the government monthly. The tax is recognized atcash entry time rather than when the invoice is posted.

ARMN11 #9 Aged Trial Balance - By Collector Code (New)

Print trial balances by collector code.

ARMN16 Self Billing Invoice Menu (New)

New menu. Opens from Self Billing Invoice Menu (ARMN03 #7).

ARMN16 #1 Display Self Billing Invoice (New)

Display self-billing invoices.

ARMN16 #2 Print Incoming Self Billing Invoices (New)

Print self-billing invoices.

ARMN16 #3 Print Invoices Unmatched with SBIs (New)

Print a range of invoices that are not referenced by self-billing invoices.

Bill of Material

BMMN01 #1 BOM Maintenance Utility

Material usage at a sequence can be either fixed or non-fixed. Fixed usage meansthat the quantity of material consumed at the sequence is constant regardless of thequantity of reported production.


The quantity of material consumed at a sequence can be rounded up to the nextwhole unit.

BMMN02 #1 Print the Indented BOM Report

Select to exclude inactive parts from the report.

General Ledger

GLMN02 #1 Codes File Maintenance

Select whether to enforce voucher invoice received date on voucher entry header.

Currency exchange rates can be applied by calendar date in addition to only by com-pany.

Select whether the date in the Invoice Received Date field on the AP voucher headerin Enter Vouchers into Batches (APMN03, #1) must be between the AP voucher’sinvoice date and the current system date.

Use the invoice receive date when calculating the default due date and the discountdate.

GLMN02 #13 Bank Information for Bank Statement Reconciliation (New)

This menu option is used in the bank statement reconciliation process. For each ofyour banks whose statements you want to reconcile, create a master code that asso-ciates information for that bank with the corresponding bank GL account number.

GLMN02 #15 Define G/L Mask for Commodity Category Codes (New)

Assign GL accounts to commodity category codes and define masks for thoseaccounts.

GLMN02 #16 Maintain Posting Log Transmission Format Code (New)

Contains GL download file format code. Data is downloaded using Create G/L PostingLog Transmission File (GLMN09, #9).

GLMN05 #4 Print Trial Balance Report (Any Period)

Print a trial balance for any period, even a future period.


Limit a trial balance report to those transactions within a fiscal period up to and includ-ing a specific date.

GLMN06 #3 Period End Closing Utility

When a G/L transaction that will be reversed next period is created, the reversingentry is now created immediately for next period. Previously, the month-end processwould generate these reversing transactions. The G/L transaction file(s) GTRAN nowhas a flag indicating whether the transaction has been reversed.

GLMN08 Bank Statement Reconciliation Menu (New)

Accessed from General Ledger - Main Menu (GLMN01).

GLMN08 #1 Bank Statement Reconciliation (New)

Reconcile bank statements against general ledger transactions, sub-ledger transac-tions, and AP cheques belonging to the bank’s general ledger account.

When creating a G/L journal batch within bank reconciliation, you can print the batchany time from within the G/L journal edit program.

General ledger system option UNSBKRCGJ (UnSel Bank Reconciliation GJ) allowsyou to deselect a posted general journal so that it is available for reuse on anotherbank statement reconciliation.

GLMN08 #2 Print Non-reconciled GL Entries and AP Cheques Report (New)

Print a report of non-reconciled general ledger entries and AP cheques.

GLMN08 #3 Purge Completed Bank Statement (New)

Delete bank statements that have been reconciled.

GLMN08 #4 Print Bank Daybook Report (New)

Print a report showing reconciled bank transactions for the selected bank accountover a user-defined date range. This provides you with documentation that your inter-nal records match the records of your financial institution.

GLMN09 #9 Create G/L Posting Log Transmission File (New)

Download GL transactions to a file on your IFS or QDLS.


GLMN10 #5 Run Year End Close

Only requirement is that users not be on the company (as opposed to the database)that you are running the year end close for.

Files are not backed up automatically; however, it is strongly recommended that youdo a full database backup prior to running the year end close.

GLMN17 #3 Print Previous Year Trial Balance

Limit a trial balance report to those transactions within a fiscal period up to and includ-ing a specific date.

GLMN19 #2 Consolidation - Maintain Account Cross Reference

Link parent company and subsidiary company general ledger accounts. Subsidiaryand parent companies are defined in Maintain Company Organization (GLMN19,option 6).

GLMN19 #6 Consolidation - Maintain Company Organization (New)

Use to define subsidiary and parent companies for the purposes of consolidation.General ledger accounts of companies defined as subsidiaries are consolidated intothe general ledger accounts of a company defined as a parent. Once you havedefined parent/subsidiary company links, go to Consolidation - Maintain AccountCross Reference (GLMN19, option 2) and link parent and subsidiary general ledgeraccounts. When you run consolidation, currency exchanges are calculated andadjustment transactions are created for any differences in currencies.

GLMN19 #7 Consolidation - Maintain Rate Codes (New)

When the accounts of a subsidiary company are consolidated into a parent company,any necessary currency exchanges are calculated. However, if need be you can over-ride currency rates and define customized rates for different accounts. Use this menuoption to define rate codes; actual rates are defined when you run your consolidation.

Inventory

Bin Location Number field has doubled in length

The length of the Bin Location Number field has doubled from five characters to tencharacters.


IVMN02 #4 Maintain Plant/Part Item Master

At PO receipt posting, based on standard pack size, serialized labels are created;based on master pack size, master labels are created. The newly created serializedlabels are then attached to the newly created master labels.

Define by part whether a serialized label being scanned to a bill of lading (Scan Directto Shipment, RFMN03, option 2) that is for a part that is under warranty must have aquantity of one in that part's unit of measure and must have a product serial numberdefined for it.

Override Inventory system option CHKSERACTD (Chk Seri earlier activate date) andset the number of days back that the system checks for other activated serializedlabels.

Cert of Compliance Part Control field: The text entered in this field is displayed in theCertificate of Compliance Letter that is printed using Print Certificate of ComplianceLetter of Selected Bills of Lading (OEMN05, option 25). It is displayed in the ControlPlan/Revision field in that letter. The body of this letter is constructed from the first fivelines of the plant/part notepad.

Require First-Time Receiving QC Inspection field: If enabled, a QC inspection request(schedule type T = First Receive) is automatically created for a finished good part atPO receipt posting where this is the first time that the part has been received for thisvendor and plant and where no QC inspection request or order exists for the vendor/part/plant. Applicable to inventory parts only.

Available-To-Ship Pick Gp field: Enter an available-to-ship pick group. ATS pick groupcodes are defined in Maintain Available-To-Ship Pick Group (IVMN12, option 32).They are used in Available To Ship Utility (OEMN05, option 3) to select sales orderitems and release items containing parts that the applicable groups are assigned to.

IVMN02 #8 Maintain Customer Parts

Specify the parts that can qualify for advertising allowances.

Container ID and EDI/X12 code displayed for container and pallet respectively.

IVMN03 #18 Container / Part Codes Inquiry (New)

View details of containers and parts defined for them.


IVMN04 #13 Maintain Warehouse Transfer Request

Automatically transfer inventory to defined locations upon receipt of warehouse-trans-fer type bills of lading.

Enter transaction reason on warehouse transfer request details.

IVMN10 #1 Maintain Engineering Changes

When copying an ECN from another plant, the Default Draw-From Location for thecopy-to ECN detail replacement material part(s) is not left as blank; a search hierarchyfinds a new Default Draw-From Location in the copy-to plant.

Maintain Item Master and Vendor Part Master by ECNs.

IVMN11 #17 Inventory Net Change Report by Major Group/GL Expense Codes

Report parameters include transaction timestamp date range.

IVMN11 #20 Print Inventory Transactions by Reason Code (New)

Print a report showing inventory transactions sorted by manual transaction reasoncodes.

Include a summary section in your report based on the collected/listed inventory trans-actions, summed and sorted by part number to show the total inventory transactionquantity along with the corresponding current standard cost and the correspondingtransaction extension based on current standard cost.

IVMN12 #2 Maintain Stock Locations

For material inventory to be included in the Post Planned Production by Material Avail-ability analysis (PDMN46 #18), it must be in stock locations designated as Feed Pro-duction. Define alternate ship-to locations to be used in warehouse transfer requests.

IVMN12 #22 Maintain Inventory Control Codes By Plant

Select to generate month-end reversing GL entries for manually created serializedlabels with option lists attached.

IVMN12 #31 Maintain Pick/Put-Away Zone Master (New)

Part of pick/putaway material handling request process (Select Request, RFMN07,option 1).


IVMN12 #32 Maintain Available-To-Ship Pick Group (New)

Use this menu option to define ATS pick group codes. They are assigned to parts inMaintain Plant/Part Item Master (IVMN02, option 4) and are used in Available To ShipUtility (OEMN05, option 3) to select sales order items and release items containingparts that the applicable groups are assigned to.

IVMN13 #1 Enter/Update Current Inventory Costs

If costs are manually changed, then a G/L transaction is generated to adjust inventoryvalue if the Company Code flag Generate G/L entries for cost rollup (Current StandardCost) is enabled and the quantity on hand is not zero.

IVMN13 #5 Maintain Harmonized Duty Rates

New description lines added.

IVMN13 #9 Assign Harmonization Code to Global Item Master (New)

Change the harmonization code on a part using this menu option instead of having touse Maintain Global Item Master.

IVMN14 #20 Inventory and G/L Net Change Comparison by Expense Code

Show the difference between inventory net change and G/L net change for a specificfiscal period by G/L expense code.

IVMN22 #3 Maintain G/L Sales Accounts

New GL accounts Deferred Sales (Bill By Order) and Deferred Sales Discount; usedin bill-by-order invoices.

New GL accounts Short Term Defer Srv Discounts and Long Term Defer Srv Dis-counts, used in service contract billing invoices.

IVMN22 #4 Maintain G/L Expense Accounts

New GL account Work Order Option Clearing for work orders created for standardsales order items with an option list. Cost of option material parts used on a work orderis posted to this account.

New GL account Month-End Option Serial Adj for manually created serialized labelsthat have option lists attached to them.


IVMN22 #12 Post Period to Date Production Variances to G/L (New)

To allow the general ledger to be more current, use this menu option to post produc-tion variances to the G/L for the current period as often as necessary, for exampledaily or weekly. Period end closes will only post the difference between previous postswithin the period and the full variances.

IVMN22 #13 Print Labour Variance Reconciliation Report (New)

Print labour variances for selected departments in a fiscal period for a selected G/Laccount.

IVMN22 #14 Print Burden Variance Reconciliation Report (New)

Print burden variances for selected departments in a fiscal period for a selected G/Laccount.

IVMN22 #15 Print Material Variance Reconciliation Report (New)

Print material variances for a fiscal period for a selected G/L account over a produc-tion reporting date range.

IVMN40 #13 Print PO Gross Value of Current Lumps Received (New)

Create a report showing the PO receiving price of the current lump consolidated byGL expense code/part number/vendor currency.

IVMN41 #5 Print Cycle Counting Audit Report

Improved report.


Labelling

LBMN02 #2 Define Field Variables

AHEIGHTD: Same as AHEIGHT, except with UOM conversion from AHEIGHTU to by-plant item master’s Availability Inquiry Display Unit.

AWIDTHD: Same as AWIDTH, except with UOM conversion from AWIDTHU to by-plant item master’s Availability Inquiry Display Unit.

ALENGTHD: Same as ALENGTH, except with UOM conversion from ALENGTHU toby-plant item master’s Availability Inquiry Display Unit.

MLOTN1: Lot number 1 of the first-level detail(s) of master/mix load label.



MMATLOT11: Material lot number 1 of first-level detail(s) in LOT 1, above.









NISSANSN: Nissan serial number.

PLCTRY30: Prints ship-to plant country name and is thirty characters long (instead offifteen characters).


PVPLDES1: Part Description Line 1 taken from Maintain Vendor Parts (POMN06 #5)for 1st non-blank line.

PVPLDES2: Part Description Line 2 taken from Maintain Vendor Parts (POMN06 #5)for 2nd non-blank line.

PVPLDES3: Part Description Line 3 taken from Maintain Vendor Parts (POMN06 #5)for 3rd non-blank line.

STPROV3: Prints ship-to plant state/province code and is three characters long(instead of two characters).

TOOLOV1: Prints the first overridden tool ID on event based reporting (event 40000).

TOOLOV2: Prints the second overridden tool ID on event based reporting (event(40000).

TOOLOV3: Prints the third overridden tool ID on event based reporting (event 40000).

TOOLOV4: Prints the fourth overridden tool ID on event based reporting (event40000).

TOOLOV5: Prints the fifth overridden tool ID on event based reporting (event 40000).

LBMN02 #9 Maintain Scan Label Prefix Defaults

The RF scanning option section has been reorganized for easier maintenance. RFoptions are now separated into the following categories: General, Shipment, B.O.L.Picking, Receiving, Label Utilities, Inventory, Physical Count, Production, and HondaShipment.

Honda RF scanning option Show warning if master is not fully built: A warning mes-sage is displayed if a user exits from Build Honda BOL (RFMN05 #5) before complet-ing the master label build.

Shipment scanning option Print BOL from Scan Shipments: Controls whether bills oflading can be printed from RFMN03 #1 (Scan Shipments).

Inventory scanning option Allow Transfer of New Labels: If enabled, then after theinventory transfer of a new serialized label using Hold & Trfx label by hold ref#(RFMN13 #5), it is put on hold.


Label Utilities scanning option Auto-Detach Master/Mix Serial: Applicable to BuildNew Master (RFMN02, #7) and Scan Shipments (RFMN03, #1). Use this scanningoption to control whether, if a master or mixed load label is scanned in either of thesemenu options, that label is unbuilt and all the attached serialized labels are detachedand added to the new master or mixed load label being built.

Physical Count scanning option Use physical batch last scan location for activatingnew internal labels during RF physical scan: Controls whether the default stock loca-tion used for a new serialized label is the scan batch stock location or the last savedstock location.

Physical Count scanning option Void New Internal Label if not scanned to PhysicalBatch: If enabled and a new serial label is generated and user does not confirm theprompt screen (to include this serial into scan batch), the system will void this serialbefore proceeding to the next scan.

Label Utilities scanning option Serial Split Retain Activation Date: Applies to SplitLabel to New Label (RFMN09, option 2) and Split Label to Create Labels (RFMN09,option 3). Controls whether the activation date of the split-to new serialized label is thedate when it is activated or whether its activation date is the activation date of the split-from serialized label.

LBMN02 #11 Maintain Custom Serial Number Definitions

Julian Day can be included in a custom serial number definition.

For any given day, you can track the number of serialized labels that are created andinclude the tracking number as part of the serial number.

LBMN02 #16 Maintain Receiving 2D Scan Format

Define optional field suffix that can be parsed.

LBMN03 #1 Maintain and Print Labels

Attach option lists to manually created serialized labels.

LBMN03 #13 Update Complete/Voided Serials' Scan Ids with Custom Serial Definition

Replace the right-most 11 characters of the scan ID field of a label with the corre-sponding internal serial number.


LBMN03 #14 Display Earlier Serial Existence Warnings (New)

View log entries created when another active serialized label is found with an earlieractivation date. Applicable when using Inventory Issue Utility (RFMN12 #2) and Inven-tory system option Chk Seri earlier activate date is set to Warning or Error and Inven-tory system option Log Earlier Serials Warn/Error is enabled.

LBMN04 #8 Void Uncounted Serialized Inventory

Create a report listing all of the labels expected to be voided without voiding them.

LBMN04 #10 Print Serial Status Listing Report

Export data to a CSV file.


Maintenance

The Tool Maintenance module (TL) has been renamed the Maintenance module.

Menu and Menu Option Name Changes

Some menus have been renamed: The word Maintenance has been replaced by theword Service where applicable as listed in the table below.

Release 5.2 Release 5.3 Menu/Menu Option Number

Maintenance Inquiry Menu Service Inquiry Menu TLMN05 (from TLMN01 #5)

Set the Maintenance System Control Codes

Set the Service System Control Codes TLMN02 #1

Maintain Maintenance Serv-ice Codes

Maintain Service Codes TLMN02 #2

Maintain Maintenance Class Codes

Maintain Service Class Codes TLMN02 #3

Maintain Maintenance Work Codes

Maintain Service Work Codes TLMN02 #4

Maintain Maintenance Priority Codes

Maintain Service Priority Codes TLMN02 #5

Maintain Maintenance Cost Codes

Maintain Service Cost Codes TLMN02 #6

Maintain Maintenance Serv-ice Procedures

Maintain Service Procedures TLMN02 #7

Print Maintenance Service Codes

Print Service Codes TLMN08 #1

Print Maintenance Class Codes

Print Service Class Codes TLMN08 #2

Print Maintenance Work Codes

Print Service Work Codes TLMN08 #3

Print Maintenance Priority Codes

Print Service Priority Codes TLMN08 #4


TLMN02 #7 Maintain Service Procedures

Service work order time on a resource can be considered as scheduled down time. Allproduction scheduling programs will skip that date/time slot when scheduling on thatresource.

TLMN06 #1 Service Work Order Reporting Utility

Material for service work orders is now allocated and consumed (backflushed).

Service Tickets

The following lists the menu options that are used in the new Service Tickets applica-tion.

The following new menu options have been added to the Master File MaintenanceMenu (TLMN02):

• Maintain Parts Procedures (TLMN02 #11)

• Maintain Service Cost Codes G/L (TLMN02 #13)

• Maintain Field Service Territories (TLMN02 #14)

• Maintain Skills Master (TLMN02 #15)

• Maintain Field Service Special Event Reason Codes (TLMN02 #16)

• Maintain Miscellaneous Charge Codes for Field Service (TLMN02 #17)

Print Maintenance Cost Codes

Print Service Cost Codes TLMN08 #5

Print Maintenance Service Procedures

Print Service Procedures TLMN08 #6

Release 5.2 Release 5.3 Menu/Menu Option Number


The new Field Service Technicians Menu (TLMN12) (accessed from TLMN01 #2) con-tains the following new menu options:

• Maintain Personnel Codes (For Technicians) (TLMN12 #1)

• Maintain Field Service Technicians (TLMN12 #2)

• Set-up Technician Minimum Inventory (TLMN12 #3)

• Define Department/Personnel Capacity Calendar (TLMN12 #4)

• Replenish Technician Inventory (TLMN12 #5)

• Print Technician Replenish Inventory Batch (TLMN12 #6)

• Return Technician Inventory (TLMN12 #7)

• Maintain Technician Special Events (TLMN12 #8)

• Print Field Service Tickets for Customers (TLMN12 #9)

• Close Field Service Tickets (TLMN12 #10)

The following new menu options have been added to the Reports Menu (TLMN09):

• Print Technicians Billable Hours Report (TLMN09 #5)

• Print Technicians Revenue Report (TLMN09 #6)

The following new menu option has been added to the Service Work Order Menu(TLMN04):

• Print Field Service Tickets for Customers (TLMN04 #12)

The following new menu options have been added to the Warranty Claims Menu(WTMN04):

• Maintain Service Contracts (WTMN04 #12)

• Print Service Contracts (WTMN04 #13)

TLMN02 #1 Set the Service System Control Codes (Renamed and revised)

Substantially revised. Used with the Field Services application.

TLMN02 #6 Maintain Service Cost Codes

Labour Reporting Notepad field per cost code: If enabled, notepad entries are manda-tory on service work order labour reporting entries belonging to a service work orderdefined with the applicable cost code.


TLMN02 #23 Maintain Service WO Labour Reporting Job Code (New)

Define service work order labour reporting job codes. They are entered into labourreporting entries.

TLMN05 #7 Service Work Order Inquiry by Asset

View the service work order detail notepad per service work order sequence.

Order Entry

Menu Changes: OEMN05 Bills of Lading Menu (Reorganized)

The Bills of Lading Menu (OEMN05) has been reorganized. Many menu options thatwere in it in Release 5.2 are now in the following new menus:

• Customer Order Type BOL Picking Menu (OEMN15)

• BOL Utility Menu (OEMN19)

The following table lists the menu options that were in the Bills of Lading Menu(OEMN05) in Release 5.2 and their menu/menu option number in Release 5.3.

Menu Option Release 5.2 Release 5.3

Maintain Bills of Lading OEMN05 #1 OEMN05 #1

Print All New Bills of Lading OEMN05 #2 OEMN05 #21

Reprint Range of Bills of Lading OEMN05 #3 OEMN05 #22

Print Selected Bills of Lading OEMN05 #4 OEMN05 #23

Post Bills of Lading OEMN05 #5 OEMN05 #31

Maintain Export Customs Docu-ments

OEMN05 #6 OEMN05 #41

Print Export Customs Documents OEMN05 #7 OEMN05 #42

Master Bill of Lading Menu OEMN05 #8 OEMN05 #51

Print Serialized Labels for Bills of Lading


Print Picking Report for Bill of Lading OEMN05 #10 OEMN05 #11


Create Bills of Lading From Shipping Schedule


Process Scanned Shipments from a PC File


Send Bills of Lading Via EDI OEMN05 #13 OEMN05 #32

Create Bills of Lading by Range Selection


Print Pick Tickets for Open Bills of Lading

OEMN05 #15 OEMN05 #12

Reprint Labels for Bills of Lading OEMN05 #16 OEMN05 #14

Available To Ship Utility OEMN05 #17 OEMN05 #3

Inquiry for BOL Pick Status OEMN05 #18 OEMN15 #8

Print NAFTA Certificate OEMN05 #19 OEMN05 #24

Maintain BOL Queue Position OEMN05 #20 OEMN15 #1

Maintain Picker Assignment OEMN05 #21 OEMN15 #2

Assign Finisher for BOL Pick Insuffi-cient Parts


Re-assign Finisher by BOL OEMN05 #23 OEMN15 #4

Reset Ship Location to NOT IN USE OEMN05 #24 OEMN08 #17

Print Picker Performance Report OEMN05 #25 OEMN15 #9

Print BOL Pick Insufficient List OEMN05 #26 OEMN15 #5

Mark/Unmark BOL Ready-To-Ship Flag


Print BOL Fully Picked Report OEMN05 #28 OEMN15 #6

Change Pick Status Between Inspection and Fully Picked


Interface BOLs with Carriers OEMN05 #30 OEMN19 #2



The new Customer Order Type BOL Picking Menu (OEMN15) contains the followingmenu options that were formerly in the Bills of Lading Menu (OEMN05):

• Maintain BOL Queue Position (now OEMN15 #1)

• Maintain Picker Assignment (now OEMN15 #2)

• Assign Finisher for BOL Pick Insufficient Parts (now OEMN15 #3)

• Re-assign Finisher by BOL (now OEMN15 #4)

• Print BOL Pick Insufficient List (now OEMN15 #5)

• Print BOL Fully Picked Report (now OEMN15 #6)

• Change Pick Status Between Inspection and Fully Picked (now OEMN15 #7)

• Inquiry for BOL Pick Status (now OEMN15 #8)

• Print Picker Performance Report (now OEMN15 #9)

The new BOL Utility Menu (OEMN19) contains the following menu options that wereformerly in the Bills of Lading Menu (OEMN05):

• Process Scanned Shipments from a PC File (now OEMN19 #1)

• Interface BOLs with Carriers (now OEMN19 #2)

• Mark/Unmark BOL Ready-To-Ship Flag (now OEMN19 #3)

Increased display of information in order headers

Complete/hold reason code and currency code are displayed in order headers insales order inquiries.

Discount codes cannot be mixed case

Discount codes can now be either all upper case or all lower case, but not a combina-tion of both.

CCMN11 #5 Maintain Consumer Interface Defaults Plant Override (New)

Create consumer defaults to be used as the plant override defaults for consumerswhen a customer is created for a consumer.

CCMN11 #6 Maintain Consumer Default by Country/ZIP (New)

Maintain tax rate/tax group default codes for consumers by country.


ESMN02 #1 Maintain Master Control File

Enable the use of Maintain Customer Orders (OEMN23 #1) to release estimates tocreate sales orders.

ESMN03 #1 Maintain Estimates and Quotes

View gross profit margin as an absolute dollar value and as a percentage of the priceof a quote.

Ship-to customer city code, state code, and country code can now be entered inheader.

OEMN02 #8 Maintain Complementary Parts

Select whether complementary parts can be priced separately from their parent part.

OEMN02 #11 Maintain Order Entry Codes

Allow for automatic creation of a credit note upon posting of a customer return receipt.

A sales channel can be inserted into an order header to specify where that order orig-inated from. Select whether sales channels are optional or mandatory.

Enforce Shipment of Order Item with Feature/Option by Serial: If enabled, then the fol-lowing conditions apply when scanning items that reference a standard sales orderitem with an option list to bill of lading entries: the bill of lading must be scanned withserialized items and those serialized labels must be work order reported serializedlabels. Both the serialized labels and the work orders that they reference must refer tothe same sales order number and sales order item number.

For direct buy, ensure that newly-created standard sales order items are replenishedby manufacturing rather than by purchasing as follows. At the creation of standardsales order items, based on projected inventory availability, the direct-buy flag value 2(PO requisition and PO item are created) may be changed automatically to direct-buyflag value 3 (so that PO requisition item and PO item are not created).

Create a drop-ship client and have it automatically added to a sales order. Quickly adddrop-ship clients to orders.

Automatically enable payment by credit card field for consumer sales orders.

For multi-plant sales orders, select to display the plants that a part is defined for.


If a request date is entered on an order item and the sales order header is definedwith a carrier code, the promise date of the order item is automatically adjusted to fitthe next pickup date of the carrier.

Select whether direct buy items are allowed for consumer orders.

Select whether CSRs can view completed orders as well as current orders.

Shortened salesman and commission search hierarchy that only considers customermaster and global customer master.

Allow order items to be defined as consignment or not consignment at the order itemlevel.

Support Return Kit Component field: Controls whether you can substitute a kit compo-nent part with its parent part on a customer return.

Default Price List Effective Date Ref Amt field: When adding a new effective record,the system can use the existing optional reference-used amount on the newly-createdeffective date record.

OEMN02 #16 Maintain RAN Action Code

RAN action codes with Replace Part enabled can be defined so that sales orders gen-erated with those action codes are placed on hold.

OEMN02 #17 Maintain Customer Service Representatives

Control the level of access that a CSR has to the options displayed in Customer Rela-tionship Management (OEMN32 #1). Access can be for maintenance, inquiry only, ortotally restricted.

Enable automatic display of a search parameter screen for customers, consumers,and drop-ship clients when CSRs enter either Customer Relationship Management(OEMN32 #1) or Customer Relationship Inquiry (OEMN32 #2).

CSRs can update the Customer Master and the Consumer Master.

OEMN02 #21 Maintain Interface With Carrier Master File

A bill of lading can be automatically printed when you print a UPS or FedEx shippinglabel.

You can now maintain country and province/state codes at the carrier-level.


Maintain cross-references between internal codes and those codes that are unique tothe various carriers.

Select whether to forward drop-ship customer client email addresses to FedEx andUPS.

Connect with Purolator using an ODBC connection.

OEMN02 #25 Maintain Credit Card Interface Master File

If an original invoice was paid by credit card, you can give customer refunds againstthat invoice using that credit card.

Credit card interface reference field CRAH/V8RNID now has eleven characters andthe following structure: X0YYYYYYYYY, where YYYYYYYYY is the documentnumber, 0 is the underscore, and X is the document type with one of the following val-ues: the document type. It can have the following values: 1=Order, 2=BoL,3=Invoices, 4=Cash Order, 5=Credit Note, or 6=Customer Return.

Maintain multiple credit cards per order and select or deselect credit cards as neces-sary to use for payment.

Put a customer order on hold when its bill of lading is deleted due to the applicablecredit card being declined.

OEMN02 #30 Maintain Picker Master

New bill of lading picking features: Self lookup for next to pick BOL and cross-BOLpicking.

Assign storage types to a picker so that he can only access the stock rooms or binsdefined with the storage types that are assigned to him.

OEMN02 #34 Maintain Order Entry Codes for Plant

Select whether newly-created bills of lading can be attached to existing master bills oflading.

Specify default status of newly created bills of lading: either new, approved, open, andready to ship. Status can be used to control whether a bill of lading can be scanned,picked, printed, or posted.

Specify whether a bill of lading is automatically printed when posted, regardless ofwhether it was already printed prior to posting.


Specify whether you can override the refund unit price on a manually-created cus-tomer return.

OEMN02 #35 Maintain Sales Channel (New)

A sales channel is inserted into an order header to specify where that order originatedfrom.

OEMN02 #39 Maintain Customer Order Prepaid Freight Threshold (New)

Create a threshold so that the freight term of an order or quotation does one of the fol-lowing: Automatically changes from prepaid to invoice or automatically changes frominvoice to prepaid.

OEMN02 #40 Maintain Override GL Sales Code (New)

For sales order items, quote items, credit note items, invoice credit and invoice items,and cash sales items, override the default GL sales code.

OEMN02 #41 Maintain Customer Service Location Zone (New)

Use to identify the zone where the customer is (comparing to the nearest service loca-tion/centre) to determine the pricing for service contracts.

OEMN04 #1 Maintain Return Authorizations

If allowed, manually override the refund unit price on a manually-created customerreturn.

OEMN05 #1 Maintain Bills of Lading


Automatic synchronization between fields common to both master bill of lading headerand attached bills of lading headers.

A warning screen allows users to adjust a BOL entry's quantity to ship to that of thesub-details' total.

When verifying bills of lading using Verify Shipments (RFMN03, option 3), the currentuser ID, date, and time are stamped on the bill of lading header.

New inquiry screens to display exploded container information defined for BOL seri-als.


OEMN05 #2 Create Bills of Lading From Shipping Schedule

Available to ship utility can be accessed from shipping schedule.

OEMN05 #3 Available to Ship Utility

Bills of lading can be attached to existing master bills of lading.

Select parts by ATS pick group. ATS pick groups are defined in Maintain Available-To-Ship Pick Group (IVMN12, option 32).

OEMN05 #5 Create OS BOL by Shipping Requirements (New)

Create outside service bills of lading based on shipping requirements.

OEMN05 #11 Print Picking Report for Bills of Lading

Select more than one or all bills of lading at the same time.

OEMN05 #25 Print Certificate of Compliance Letter of Selected Bills of Lading (New)

Print a certificate of compliance letter for parts on a customer-type bill of lading.

OEMN06 #1 Order Inquiry by Order Number

View the linked PO item receiving history for direct-buy sales order items.

View the price list code and unit price that the system assigned to an order item whenthe order was created.

OEMN07 #17 Print Shipping Report with Open Order Items/Releases

Include sales order release items in the report by authorization level.

OEMN07 #28 Print Backlog Order Weight Report by Ship-To Customer/Part (New)

Create a report showing customer orders by required date per part and outstandingquantity along with total weight, net weight, gross weight, and container weight.

OEMN09 #2 Maintain Invoices and Credit Notes

In addition to being maintained globally in Maintain Salesman Codes (SCMN01 #6),sales groups can be maintained per invoice line: if a code representing a sales groupis entered in an invoice line, you can make changes to that sales group that will be


unique to that specific invoice line.


OEMN09 #6 Post Invoices and Credit Notes to A/R,G/L

For cash order type invoices, invoice amounts are booked directly to the bank accountdefined in Maintain Bank Accounts (ARMN02, option 7).

When posting a credit card invoice, it is assumed that the payment received is equalto the invoice amount at posting.

OEMN09 #12 Create Advertising Allowance Credit Notes Utility (New)

Give advertising allowances to retail customers based on the dollar amount of productthat they purchase.

OEMN09 #13 Create Service Contract Billing Invoices (New)

Create billing invoices for service contracts and print advance notices (for annual priceincrease and auto-renewal) for service contracts in effect.

OEMN09 #15 Print Invoices Unmatched with SBIs (New)

Print invoices that are not referenced by self-billing invoices.

OEMN9 #16 Setup Charge Billing on Shipment Menu (New)

Opens the Setup Charge Billing on Shipment Menu (OEMN37).

OEMN10 #4 Print Salesman Commissions Report

Print commission details for each sales person in a sales group.

OEMN10 #9 Print Service Contract Advance Notice Report (New)

Print a report of future advance notice of service contracts.

OEMN10 #10 Print Service Contract Billing Backlog Report (New)

Print a report displaying expected service contract billing invoices compared withactual service contract billing invoices created within a specific fiscal period.


OEMN10 #11 Print Service Contract Deferred Sales Report (New)

Print a report displaying the deferred sales amount for service contract billing of a spe-cific fiscal period.

OEMN11 #1 Maintain Customer Master

Real-time shipping label swap with printing of serialized shipping labels during serial-ized shipping label creation now supported. Define a handling fee as a percentage ofinvoiced freight costs.

Maintain account information for the shipping carrier(s) that a customer uses.

Maintain numbering for drop-ship clients and Easy eBusiness clients.

Customer orders can be numbered using a predefined prefix.

Define whether proof of delivery discount is applied by code or by group.

Select the search logic to use to find the default carrier/service code for a standardsales order that is created when processing an incoming EDI 850.

Search for customers by name, address, city, province/state, postal code, phonenumber, or fax number.

Enter a default consignment stock location for a customer.

Enter a tax rate code to be used specifically for proof of delivery rebates.

During customer consignment posting, if selecting to create new invoice(s) instead ofconsolidating to existing (unposted) invoices, you can create the new invoices by thecustomer consignment consumption reference number.

Override Order Entry system option USESERCTNR (Use containers from serialinventory).

Accept Trans Price field: If you enter I and there are no price lists for the part in ques-tion, then the customer order item is created with zero value and the pricing unit is ini-tialized to the pricing unit defined in Maintain Plant/Part Item Master (IVMN02 #4).

OEMN11 #9 Maintain Customer's Clients

Maintain user-defined fields.


OEMN11 #14 Maintain Customer's Client Class (New)

Define client class codes and then assign them to drop-ship clients. Price lists canthen be assigned to a customer/client class.

OEMN12 #6 Authorize Credit Card Charges

A warning message is displayed if you try to change a merchant code. If a merchantcode is changed, the old authorization is voided and you must process a new authori-zation for the new merchant code.

OEMN12 #9 Maintain Customer Group Credit Limits (New)

Maintain credit limits by customer group.

OEMN13 #4 Open Orders on Credit Hold Report

Number of days on hold now displayed on reports.

OEMN15 #10 Print Picked Details Report by Container Serial (New)

Print picked details for mixed load serialized labels.

OEMN15 #11 Inquiry in Pick Container Details (New)

View picked details for mixed load serialized labels.

OEMN16 #4 Post Authorized Receipts

Auto-generate credit note for customer return receipt posting field in Maintain OrderEntry Codes (OEMN02, option 11): Allows for the automatic creation of credit notesupon posting of customer receipts. For each customer in a batch, one credit note iscreated. For each customer receipt in the batch, one detail line is created in the creditnote.

OEMN17 #1 Maintain Retroactive Billing Batches

Select whether to include or exclude all ship-to customers of a bill-to customer in abatch.

OEMN19 #2 Interface BOLs with Carriers

UPS XML Auto Import is supported for UPS WorldShip v14 and higher.


OEMN20 #21 Maintain Price List Assignments to Client for Proof Of Delivery (New)

Assign price lists to customer/drop-ship client classes.

OEMN20 #22 Re-Price Sales Orders Failed in Previous Run (New)

Re-price sales order items that failed to be re-priced in a global re-price run.

OEMN22 #4 Print Shipping Schedule Records by Date Range

Select a report format (short or long).

OEMN23 #1 Maintain Customer Orders

Identify the origin of orders and order items. Order headers and items display howthey were created, i.e. through one of the following: manual order entry, JGO richorder entry, Easy e-Business, service charge order item, warranty, RAN Disposition,In-Line Sequencing, estimate, quotation and EDI.

Release estimates to create sales orders in this menu option instead of usingESMN03 #4.

In addition to being maintained globally in Maintain Salesman Codes (SCMN01 #6),sales groups can be maintained per order item: if a code representing a sales group isentered in an order item, you can make changes to that sales group that will be uniqueto that specific order item.


Features and options now easier to maintain through this menu option: Run througheach feature and view its options; use quick pick to select minimum quantity of option;at any time view currently selected options.

Define where order originated (sales channel). Sales channels are defined in MaintainSales Channel (OEMN02 #35).

If order entry system option DSPCSTMRG (Unit Cost and Gross Margin Inquiry) isenabled, then cost and gross margin can be displayed on order items.

Bill-by-order: one invoice is created per standard sales order. During AR month-end,when checking unposted invoices of the fiscal year/period to be closed, all invoiceswith bill-by-order enabled are not considered. Deferred AR GL, deferred sales GL,


and deferred sales discount GL transactions can be reversed out of the GL either atinvoice creation or during final invoice posting.

Existing display of Cost Margin has been renamed Markup %. Margin % now dis-played.

The unit freight amount editing window is displayed when users inquire on the salesorder freight amount field.

Only display held orders.

View orders on hold because of credit card authorization decline.

View the effective unit price per sales order item.

For sales order items defined with an option list, total unit cost used to calculate mar-gins and markups includes all items on the option list.

Define shipping locations for system-generated replace-no-charge, fix-charge, or fix-no-charge sales orders.

OEMN23 #12 Multi-Part Inventory Availability and Price Inquiry

Create standard multi-plant sales orders.

OEMN27 #2 Maintain Master Bills of Lading

Maintain individual bills of lading from this menu option; bills of lading attached to amaster bill of lading can be posted from this menu option. Bills of lading can be posteddespite not being printed.

Synchronize shared fields on master bill of lading header and attached bills of ladingheaders.

Restrict individual posting of bills of lading attached to a master bill of lading.

Master bills of lading can be printed regardless of whether the attached bills of ladinghave been printed.

Calculate freight by skid spots.

OEMN28 #3 Maintain Carrier Service Table Rates

Carrier rates can be charged by number of skid spots on a trailer.


OEMN28 #5 Maintain Carrier Service Group Codes (New)

Shipping carrier/service codes may be part of the selection criteria for Self-lookup forNext to Pick BOL.

OEMN28 #6 Maintain Freight Selection Reason Code (New)

Applicable when calculating freight by number of skid spots. When a user selects afreight amount from a list of available freight, he has to enter a reason code.

OEMN29 #1 Maintain Master Configuration

You can define an effective date range for feature/options or just options when addingthem to sales orders. Determine whether the effective date is validated against orderdate or order item required date.

OEMN29 #3 Maintain Models

The part for a feature can be added to a specific work order routing for a model. Anoption can be added to a specific work order routing for a model.

If W/O routing is specified in the option definition and the explode method is enabled,then exploded materials of the option part's method will be appended to the specifiedrouting.

OEMN29 #6 Maintain Cross-Model Restrictions (New)

Use this menu option to define model/feature/option combinations with rules that if notfollowed results in the applicable sales order being put on hold.

OEMN32 #1 Customer Relationship Management

The level of access that a CSR has to the options displayed in this menu option an becontrolled using Maintain Customer Service Representatives (OEMN02 #17). Accesscan be for maintenance, inquiry only, or totally restricted.

When an invoice exists for an order, you can make inquires on that invoice.

Existing display of Cost Margin has been renamed Markup %. Margin % now dis-played.

Customer Balance Inquiry: View all the customers under a customer group as a wholeor view one customer (under the customer group) at a time.


OEMN35 Customer Surcharge Menu (New)

New menu that opens from OEMN20 #20 (Customer Surcharge Menu).

OEMN35 #1 Maintain Drop-ship Surcharge Code (New)

When a drop-ship client is used for a sales order (or quote), a surcharge can be auto-matically added as an additional non-inventory item with a unit price equal to thedefined surcharge amount. Use this menu option to define surcharge codes, includinga dollar amount for the surcharge.

OEMN35 #2 Maintain Customer Surcharge Assignment (New)

Use this menu option to assign surcharge codes to customers and customer classes.

OEMN36 Proof of Delivery Menu (New)

New menu that opens from OEMN09 #14 (Proof of Delivery Menu). Use to give dis-counts to customers based on proof of delivery to drop-ship clients.

OEMN36 #1 Upload Proof of Delivery Batches from PC Upload (New)

Upload information relating to proof of delivery to drop-ship clients.

OEMN36 #2 Maintain Proof of Delivery Batches (New)

Maintain uploaded proof of delivery information.

OEMN36 #3 Post Proof of Delivery Batch (New)

Post proof of delivery information. Upon posting, credit notes are created.

OEMN36 #4 Inquiry Proof of Delivery by Customer & Part Number (New)

View posted proof of delivery information.

OEMN37 #1 Maintain Setup Charge Billing Parameters (New)

Maintain setup charges per part to be effective where ship date falls within a fiscalperiod range.

OEMN37 #3 Create Setup Charge Billing Batches (New)

Create setup charge billing batches from posted invoices based on setup charge bill-ing parameters.


OEMN37 #4 Maintain Setup Charge Billing Batch (New)

Maintain setup charge billing batches.

OEMN37 #5 Post Setup Charge Billing Batches (New)

Post setup charge billing batches to create AR invoice batches.

SAMN02 #24 Create Download File for Standard Cost & Sales (New)

Download data to a CSV file on your IFS for parts with replenishment type 1 (Build)within the selection range, showing the current standard cost, current last-actual cost,and sales quantity (last month, last 6 months, and last 12 months).

WTMN02 #17 Maintain Advance Exchange Substitution Group (New)

Define groups of parts under warranty that are interchangeable with one another dur-ing the advance exchange process. When adding parts to a bill of lading using ScanShipments (RFMN03 #1) or Scan Direct to Shipment (RFMN03 #2), you can scan anypart that is defined in the substitution group belonging to the registered product part.

WTMN03 #13 Display Service Agreements (New)

View service agreements and related contracts.

WTMN04 #1 Register/Change Warranty

Change the product serial number of a registered product without going through awarranty claim or advance exchange process.

View linked bill of lading information for a registered product.

WTMN04 #15 Maintain Service Agreements (New)

Create service agreements with customers. A service agreement may contain one ormore contracts, each contract covering a single registered product.


Production

Menu/Menu Option Number changes

The following table lists menu options in Production that have been moved:

Increase in quantity fields in MRP Files

Quantity fields in MRP files have been increased from 8S0 to 15S5. If an MRPdemand is greater than 99999999 (8 digits) and FPORD/REPP is required to fulfil thedemand, then multiple FPORD/REPP will be created since a single FPORD/REPPcan only hold up to 99999999 in the quantity field.

# of Men/# of Machines fields have doubled in length

These fields have doubled in length from one character to two characters.

Documentation (PDF) Reorganization

The menu options in the Maintenance module (TL) have been removed from the Pro-duction PDF and put into a new PDF called Maintenance. The Maintenance PDF islocated in the Prod folder (in CMSDOCS) on your Series i.

PDMN03 #1 Maintain MRP Control Codes

Control whether MRP will wait for various jobs to finish before it will run or whether amessage is sent to users asking them to stop the jobs that they are running so thatMRP can run.

PDMN03 #3 Initiate a Net Change MRP Run

When MRP is creating expect receipt entries for MRP-generated planning/shippingschedules, if there are past-due quantities for the schedule-based blanket PO item,


Maintain Schedule Downtime Records

PDMN23 #22 PDMN39 #5

Maintain Burden Cost Driver Codes PDMN23 #23 PDMN23 #22

Maintain Labour Centric Batch Post-ing Exception Messages

PDMN23 #24 PDMN23 #23

Reports and Listing Menu PDMN39 #5 PDMN39 #6


then the past-due quantity is shown separately on a separate MRP expected receiptrecord, with the quantity on this separated MRP expected receipt record showing onlythe past-due quantity.

PDMN15 #23 Shop Floor Performance Report by Fiscal Period (New)

Create a report that compares actual production reported per fiscal year/period witheither the optimum or alternate method.

PDMN19 #14 Manual Consume Work Order Option Part Cost File (New)

Used when a sales order item with an option list is cancelled after work order reportingis started; manually consume the JCSTC/JCSTCD records so that the work order,after being transferred to history, can be purged.

PDMN23 #1 Maintain Master Control Codes

The control codes in this menu option have been reorganized for easier maintenance.Control codes have been separated into the following categories on different screens:W/O Numbering, Reporting, Defaults, Costing, Options, and Shifts.

Fix usage is supported: the quantity of material consumed remains the same regard-less of the production quantity reported.

Whole unit consumption is supported: the material consumed is always rounded to thenearest whole unit. A cutoff decimal is defined that governs whether the quantity isrounded up or rounded down.

Select to only run MRP for outside service parts: When a user selects Commit BOM inthe repetitive scheduler, MRP runs for any outside service parts that are on the bill ofmaterial for the finished good part that is changed.

Target quantity for repetitive production can be displayed based on scheduled starttime in Event Based Production Reporting Utility (PDMN64, #4).

Select whether to show a resource schedule entry that has a zero balance quantitywhen making a resource schedule inquiry.

New source code ADJ for repetitive planned schedules that are created from voidedrepetitive production. Consolidate the repetitive planned schedule entries of void pro-duction into one single entry.

When splitting a non-parallel work order using jGo Work Order Scheduler, select


whether to schedule the new work order based on the work order method.

Separate feature/option material costs from work order costs.

When using unabsorbed cost in production, select whether to include the any blow-through part labour and fixed/variable burden costs under the current reportingsequence.

Event Reporting WIP Backflush Check Job field: If enabled, then you can not con-sume material for a work order other than the one that you loaded the material for.

Specify a default event Id that the system will use when a web service request for aproduction reporting event is received.

PDMN23 #3 Maintain Resource Codes

Designate a resource as a drum resource and define a DBR (drum buffer rope) safetytime buffer for it. When planning a work order, the safety buffer will be insertedbetween the beginning of the drum routing step and the end of the previous routingstep.

Specify a default event Id that the system will use when a web service request for aproduction reporting event is received.

PDMN24 #1 Maintain Production Methods

Theoretical run standard displayed for reference.

Scheduled, cost, and theoretical run standard fields now contain four decimal places.

Pricing unit and order unit now supported on outside service detail.

PDMN24 #19 Maintain Current Method Production Part Alerts (New)

Define alert messages by part/sequence. Alert messages are enabled in event code20000 (Employee login and attach). Employees logging in and encountering an alertmessage must acknowledge it before proceeding with their login.

PDMN36 #7 Print Managers Production Schedule

Only include reporting point entries in a report.


PDMN46 #2 Production/Order Entry Interface Utility

Create features and options work orders for sales orders and quotes.

Show corresponding RAN number on screen.

PDMN46 #18 Post Planned Production by Material Availability (New)

Analyze planned work orders to ensure that enough inventory exists for their produc-tion. For work orders that have adequate inventory, you can select to have them auto-matically released.

PDMN57 #2 Maintain Production Family Component Assignment

Define default output queues for printing labels for components by plant, department,and resource.

PDMN60 #2 Maintain Planning BOM

Define effective start and end dates.

PDMN60 #4 Print Planning BOM Details

Select whether to display all details or only details as of a specified date.

PDMN61 #2 Maintain Manufacturing Processes

Define details for a process in a notepad.

PDMN68 #8 Print the Labour Variance Reconciliation Report

More detail can be included in the report.

PDMN68 #9 Print the Burden Variance Reconciliation Report


PDMN68 #16 Print Material Variance Reconciliation Report



Purchasing

POMN02 #1 Inquiry By Purchase Order Number or Vendor

View audit logs for add, update, and delete activity for the following files: PO header(file POH), PO item (file POI, multiple-GL POG, description POD), PO release header(file PORH), and PO release item (file PORI, multiple-GL PORG, description PORD).

POMN02 #18 Inquire Vendor Parts (New)

View vendor part information for both inventory and non-inventory parts.

POMN02 #19 Inquire Vendor Notification Message (New)

View last-run MRP exception messages.

POMN04 #1 Maintain Receipts By P/O

When posting from this menu option, select whether to use the fiscal period that eachindividual receipt belongs to.

View internal part number and vendor part number.

POMN04 #2 Maintain Receipts By Vendor

When posting from this menu option, select whether to use the fiscal period that eachindividual receipt belongs to.

POMN04 #3 Print Receipt Edit Listing

Costs are subtotalled per packing slip.

POMN04 #4 Post Receipts

Individual receipts can be posted using the fiscal period of the receipt date.

Applicable parts not certified for RoHS compliance cannot be posted.

POMN04 #11 Incoming ASNs Inquiry

New indexes: vendor code/log number/entry number, vendor code/ASN number/lognumber/entry number, and ASN date/log number/entry number.


POMN04 #12 Print Incoming ASNs

New indexes: vendor code/log number/entry number, vendor code/ASN number/lognumber/entry number, and ASN date/log number/entry number.

POMN06 #1 Maintain Master Purchase Order Control File

Select to generate material serial associations for outside service parts.

Select to always create a new AP voucher batch for the PO receipts being posted.

The label image for a supplier serial is only created during PO receipt if either the POitem is tied to a sales order item or the PO item is tied to a work order where this workorder is tied to a sales order item.

Tolerance Percentage for Over Receiving Re-use OS Serial: The value entered in thisfield controls if and when an error screen appears indicating that the accumulated POreceiving quantity of the re-used OS serial is greater than the quantity shipped fromthe bill of lading.

POMN06 #5 Maintain Vendor Parts

Maintain the RoHS Compliance process.

POMN06 #6 Maintain Vendor Master

Define minimum order amount per vendor. If a purchase order is below this amount,the system displays a warning message.

Purchase orders can be numbered using a predefined prefix.

Define whether to allow printing or sending of last-run MRP exception messages.

Override 2D Scan Lot Number field: Applicable to Scan Receipts (RFMN06, option 1)during 2D scan. Controls whether users can override the lot number on the all thedetails in the parsed 2D scan.

POMN06 #12 Maintain P/O Schedule Format Codes

Define specific calendar dates for a schedule.

POMN06 #24 Maintain Purchase Order Global Master Control Codes

If Auto Transfer PO Received Items to BIN is enabled, then during PO receipt posting,the received items are automatically transferred to the applicable bin.


If Auto Transfer PO Received Items to BIN is enabled, then the applicable bin or fixedbin is displayed in Maintain Receipts By P/O (POMN04, option 1) and MaintainReceipts By Vendor (POMN04, option 2) when displaying the list of items on a pack-ing slip.

Select whether users can control (when maintaining purchase orders) whether thelast-actual inventory cost of a purchased part should be updated at PO receivingbatch posting.

Use requisitioner code for requisition approval process and email notification insteadof buyer code.

POMN06 #25 Maintain Purchasing Commodity Category Codes

BOM Control: Controls whether mandatory reference-only FOB-related details mustbe entered on PO items (or PO release items), PO quotations, or PO requisition items.

POMN07 #25 Print Outside Service Shipping Requirements Report

Print a report displaying outside service shipping requirements for specified purchaseorder items. You can also select to change the calculated shipping date if it falls on aholiday.

Export to CSV now available.

POMN07 #26 Print/Send Vendor Notification on MRP Exception Mes-sages

Print or send last-run MRP exception messages to vendors.

POMN08 #1 Maintain Purchase Orders

Generate purchase orders from requisitions based on vendor part lead time. If the req-uisition's required date minus the vendor part lead time is earlier than or equal to thecurrent date (or a user defined date), then the requisition will be selected for purchaseorder item creation.

When creating purchase orders by requisition range, all requisitions that do not havevendor information are displayed. You can choose either to continue without creatingpurchase orders for these requisitions or you can select a vendor and create a pur-chase order for these requisitions for the selected vendor.

A purchase order item (schedule release type) can be linked to a sales order item.When the purchase order item is received, a sales order release will be created; when


the receipt is posted, a work order will be created.


Revision level from item master is displayed on purchase order items.

You can break down your freight charge into up to ten amounts and, for Direct Buy sit-uations, charge all or part of the freight to your customer.

If allowed, you can control whether the last-actual inventory cost of a purchased partshould be updated at PO receiving posting.

In a multi-plant PO, the plant that each item on the PO belongs to is displayed.

POMN08 #2 Approve/Reject Requisitions

Sort by requisition number.

POMN09 #1 Maintain Requisitions

New indexes and views added. Unapproved requisitions are displayed in reverse col-our.

POMN10 #1 Maintain P/O Quotations


POMN15 #7 Maintain OS Material Serials for Serial Association

Maintain material serial associations for outside service parts.

POMN21 #5 Maintain Projects

Use single G/L account for project instead of WIP GL accounts for production report-ing on work order defined with project code.

POMN21 #17 Project PO Requisition Creation Utility

Manually add parts to the listing of demand parts.

POMN21 #18 Print Prorated Estimate COGS for Shipped Quantity (New)

Create a report that pro-rates a project’s G/L account balance over the total quantity


shipped for the current fiscal period.

POMN22 P/O Requisition Approval Menu (New)

New menu that opens from POMN09 #4 (P/O Requisition Approval Menu). Use toapprove or reject PO requisitions based on the PO approval process setup (i.e. the P/O Authorization Codes Menu, menu options 1 to 5).

POMN22 #1 Approve P/O Requisition Requests (New)

Approve or reject PO requisition requests.

POMN22 #2 Display P/O Requisition Requests (New)

View PO requisition requests.

POMN22 #3 Display P/O Requisition Item Approval Summary (New)

View a summary of all pending and approved PO requisition items.

POMN22 #4 Print P/O Requisition Item Authorization Requests (New)

Print a report listing all outstanding PO requisition requests for approval.

Quality Control

QCMN02 #1 Maintain QC Control Codes

When the system-generated production inspection request is created (during goodreport production), the system-generated production inspection request can be auto-matically released as a production inspection order.

QCMN02 #5 Maintain Inspection Procedures

During PO (regular) receipt posting (and vendor consignment transfer), if the receiveditems do not yet have receiving labels and if the received items require QC inspectionas per the PO receiving inspection schedule and the applicable QC procedure isdefined with a label format in this menu option, then the item will be created/printedwith the label format entered here.

QCMN02 #6 Maintain Production Inspection Schedules

A production inspection schedule entry defined as inactive is not considered during


production reporting.

QCMN02 #7 Maintain P/O Receiving Inspection Schedules

A P/O receiving inspection schedule entry defined as inactive is not considered duringP/O receipt posting.

A QC inspection request (schedule type T = First Receive) is automatically created fora finished good part at PO receipt posting where this is the first time that the part hasbeen received for this vendor and plant and where no QC inspection request or orderexists for the vendor/part/plant. The part must be have the Require First-Time Receiv-ing QC Inspection field enabled in Maintain Plant/Part Item Master (IVMN02, option4).

QCMN02 #11 Maintain RoHS QC Inspection Code

Used in RoHS compliance process.

QCMN04 #3 Maintain Inspection Orders

Where the disposition type is Rework and the inventory to be reworked is serialized,select to allow for reuse of the serialized label(s) on the original inventory.

Release Accounting

Miscellaneous

Incoming application advices (824s) are processed against outbound remittanceadvices (820s).

Under incoming EDI 850 processing, if incoming PO header name segment (nametype) MA exists and the drop-ship client code (file PIHM field VRIDCD) is empty, drop-ship client may be created.

RAMN02 #1 Maintain EDI Master Control File

Print EDI messages automatically. Select messages to print based on one of the fol-lowing: always, never, contains an error only, contains warnings or errors. Overridesystem-assigned severity levels and define messages as informational, error, or warn-ing. Informational messages can be designated as a marker message to ensure thatthey are printed even when messages are filtered to print error or warning only.


Email exception reports to users. Select reports to email based on one of the follow-ing: always, never, contains an error only, contains warnings or errors.

Select whether to create production for Honda shipments by container number andentry number or by level ship number and lot number.

RAMN02 #7 Maintain Trading Partner Master

Hold Incoming EDI PO 850 and Hold Order Reason Code now available at tradingpartner level.

Customize the search criteria that the system uses to get your internal part numberfrom incoming PO and PO change documents.

Ensure that only Honda-related trading partners are displayed in Honda BOL creation.Works with Maintain Honda Configuration (RAMN17 #13).

Select whether each bill of lading header must have a transport identifier. If so, all billof lading items must have RAN numbers that are assigned the same transport identi-fier as the bill of lading header. Trading partners can send you a transport identifier(i.e. a shipment reference) through EDI. It is then automatically inserted into bills oflading created through Create Bills of Lading from Shipping Entries (RAMN06, option1) or Available to Ship (OEMN05, option 3). Transport identifiers can also be enteredmanually in Maintain Shipping Schedules (RAMN03, option 2), Maintain PremiumShipments (RAMN03, option 3), and Create Bills of Lading from Shipping Entries(RAMN06, option 1).

During posting of a PO receipt, if the received item is for a PO item that links to a sys-tem-generated PO requisition item of a direct-buy standard sales order item, thenposting of the receipt automatically creates and posts a SCD-type bill of lading for thereceived item. There is no need to set up trading part information.

Select whether to define this location as a regulated warehouse. For inventoryadvices, a bill-to customer will be selected from the matching location that has thisfield enabled.

When sending an Invoice to a TESCO trading partner, you must send an extra TAX-CON document.

Negate +ve Hdr/Chq Remit Amt when Tot Shp Remit Amt is -ve for Incoming 820 field:Controls whether the system negates a positive Remittance Amount in the RemittanceAdvice Header/Cheque files whenever a negative Remittance Amount Total is foundin all Remittance Advice Shipment records. When this new flag is enabled and the


aforementioned scenario is true, the system prevents the user from creating a CashEntry batch in A/R.

RAMN02 #8 Maintain Trading Partner Location Parts Master

Display data received from trading partners and map into EDI file user fields for trans-actions 830 and 862.

User defined names are supported during FTP scripting with TLI.

RAMN02 #25 Maintain Supplier Plant XRef

This menu option has been removed.

RAMN02 #29 Maintain Trading Partner Inventory Advice Options (New)

Define inventory advices so that they act like receiving advices for warehouse trans-fers. They can be defined to post warehouse transfer-type bills of lading and adjust-ments. Define stock location for adjustments in Maintain Plant Codes (SCMN01 #34).

Define inventory advices so that they generate bills of lading and post customer-typebills of lading.

RAMN02 #13 Maintain ASN Verification Templates

Ensure that RANs on an open bill of lading are not on posted bills of lading.

RAMN02 #34 Maintain Trading Partner UoM (New)

Maintain trading partner units of measure.

RAMN03 #10 Maintain CAMI Transfreight Timeline Schedules (New)

Maintain CAMI vendor timeline information from Transfreight and use that informationto calculate ship date/times.

RAMN03 #11 Maintain Customer Holiday Calendar (New)

Define customer holidays. Used with Maintain CAMI Transfreight Timeline Schedules.

RAMN08 #18 Trading Partner Location Parts Inquiry (New)

View information related to trading partner location parts.


RAMN15 #1 Inventory Advice Inquiry

New types of incoming inventory advices: Receipt of warehouse transfer bill of lading,shipment-to-customer, and inventory reconciliation.

A regulated warehouse receipt type inventory advice displays a detail in reverseimage if the quantity received is not equal to the quantity shipped.

Sort by log/entry/document.

If the part number is missing, the entry is highlighted.

RAMN15 #4 Apply/Post Inventory Advices

An inventory advice that is missing the part number cannot be posted.

Select to automatically run Print Consignment Invoice Posting Edit Listing (OEMN26#5) and Post Consignments to Invoicing (OEMN26 #6) after successful posting ofinventory advices.

RAMN15 #5 Print Inventory Advice Details (New)

Print inventory advice details by customer/location/document or by log.

RAMN06 #11 Send Bills of Lading Via EDI

Send bills of lading by trading partner.

RAMN07 #2 Send ASNs via EDI

Send ASNs by trading partner.

RAMN09 #1 Print or Email Processing Log Report

Select messages to print based on one of the following: always, never, contains anerror only, contains warnings or errors.

Select when to email messages based on one of the following: always, never, con-tains an error only, contains warnings or errors.

RAMN17 #3 Create Honda Delta/GPCS or Sequencing/Batch BOL

Honda part level ship number can be used as a selection parameter when creating aHonda BOL.


Create firm planned orders/release them to production during Honda bill of lading cre-ation.

The ship-to locations screen displays whether there are any open incoming EDI 862documents not yet on a bill of lading.

RAMN17 #13 Maintain Honda Configuration

Select whether to only display Honda-related trading partners in Honda BOL creationmenus.

RF Scanning

RFMN03 #1 Scan Shipments

Print bills of lading from this menu option.

RFMN05 #5 Build Honda BOL

Scan individual serialized labels not attached to a master or mixed load label.

RFMN06 #1 Scan Receipts

Import and post multiple scan batches for the same packing slip where there is amatching ASN.

When receiving outside-service internal serialized labels, you can build a new master/mixed load label.

RFMN07 #1 Select Request

New pick/putaway material handling request process.

RFMN09 #4 Combine Labels to New Label

The combined-to new serialized label can be defined with different pallet informationthan on the serialized labels being combined.

RFMN09 #5 Combine Labels to Exist Label

The combined-to existing serialized label can be defined with different pallet informa-tion than on the serialized labels being combined.


RFMN12 #1 Inventory Transfer Utility

Reprint the transferred internal/supplier serialized label.

Comments can be entered while scanning; they will be stamped on the first line of theinventory transaction notepad.

RFMN13 #5 Hold & Trfx label by hold ref#

Select whether to reprint serialized labels. Reprinting occurs after the label is put onhold but before it is transferred.

RFMN13 #6 Un-Hold and transfer label

Select whether to reprint serialized labels.

Shop Floor Reporting

PDMN64 #4 Event Based Production Reporting Utility

Refresh the Resource Activity Management screen.

PDMN65 #8 Maintain Production Reporting Event Details

Listed below are the major (and some of the many) new enhancements to shop floorreporting.

Dual reporting is supported for sub-assembly.

Event 34000 (Create Material Requests): Generate material requests based onreporting part's bill of materials. Required quantity is calculated based on the out-standing balance of the reporting part.

Event 34001 (Create Material Pick Request): Generate material pick requests for usewith the pick/putaway material handling request process (Select Request, RFMN07,option 1).

Event 42004 (Rework Serial Downgrade): Create a serialized label for the downgradepart.

Event 40000 (Part Reporting - Create Serialized Label): Serialized labels can betransferred to a specific location/bin.


Event 32000 (Serialized Material Scrap): Void good reported entries.

Event 41002 (Rework Scrap Reporting): Void good reported entries.

Event 10150 (Set Schedule to Run, Rep): Auto run event Activate Sub-Assembly DualReport prior to processing this event.

Event 10151 (Set Schedule to Run, WO): View all non-completed current productionentries defined to run on the current department/resource. For work orders originallycreated from the Honda BOL creation process, the Honda part level ship number andlot number are also displayed. Auto-run event Activate Sub-Assembly Dual Reportprior to processing this event.

Event 10104 (Reclassify Down Time Entry): Change the down time code on a downentry within the current batch.

Event 10105 (Split Down Code): Split a down entry into two separate down entries.

Event 50014 (Build on Existing Master Label): Set pallet build parameter to existingeKanban (master) serial.

PDMN68 #7 Print the Production Efficiency Report by Department

Include bill of material parts on the report.

System Codes

SCMN01 #1 Maintain Company Codes

Adjusting G/L entries can be auto-generated at the end of the cost roll-up for thoseparts that have a new standard cost not equal to the standard cost prior to the costroll-up.

Changed meaning of field Generate G/L Entries for Cost Rollup to Generate G/LEntries for any Standard Cost Changes. The G/L is now adjusted for any standardcost change instead of only during a cost rollup.

SCMN01 #2 Maintain G/L Sales Distribution Codes

Added extra description lines.


SCMN01 #6 Maintain Salesman Codes

Use the concept of sales group to allow more than one sales person to receive salescommissions for a sale. Multiple sales people with different commissions (either per-centage or rate) can be defined under a sales group. If a salesman code representinga sales group is entered into an order or invoice, all the sales people belonging to thatgroup receive commissions as defined for that group. Sales group codes can also bemaintained per order and per invoice.

SCMN01 #8 Maintain Province/State Codes

A country code must be attached to a province/state code.

All province/state code fields are now three characters.

SCMN01 #9 Maintain Tax Type Codes

Field name change. Debit/Credit renamed Increase/Decrease.

For Mexico required Cash Based Tax, the Cash Based Tax field must be enabled.

SCMN01 #17 Maintain Container Codes

Define alternate container configurations. All the optimum/alternate container configu-ration can be assigned as the preferred pallet container configuration on different partlevels: By-plant, customer part, and trading partner location part.

SCMN01 #29 Maintain Country Of Origin Codes

Province/state codes must have country codes attached to them (in SCMN01 #8Maintain Province/State Codes). The country code field has been added to all filesthat in Release 5.2 only contained the province/state code field.

ISO 3166-1 country codes are now supported.

The fifteen-character country field found in some menu options has been replaced bythe three-character country code field referring back to this menu option.

SCMN01 #34 Maintain Plant Codes

Define target plant EDI options for incoming inventory advices of type Receipt of ware-house transfer bill of lading.


SCMN01 #38 Maintain Intercompany G/L

Use FROM Sales field: If enabled, then only the From company's sales amount isused as the settlement amount between the From company AR account and the Tocompany AP account; also, inventory/COGS GL transactions are excluded.

SCMN01 #39 Maintain System Options

Release accounting system option CRTHBOLPSH (Crt Honda BOL By Pt Lvl ShpNo): Controls whether the Honda part level ship number can be used as a selectionparameter when creating a Honda BOL (Create Honda Delta/GPCS or Sequencing/Batch BOL, RAMN17 option 3).

Order entry system option ALWSSCHATS (Allow ATS frm Crt BOL Shp Schd): Con-trols whether the available to ship utility can be accessed from Create Bills of LadingFrom Shipping Schedule (OEMN05 option 2).

Order entry system option PRTMBOLMNT (Print MBOL in MBOL Maintenance): Con-trols whether bills of lading can be printed from OEMN27 #2 (Maintain Master Bills ofLading).

Order entry system option PSTMBOLMNT (Post BOLs in MBOL Maintenance): Con-trols whether bills of lading can be posted from OEMN27 #2 (Maintain Master Bills ofLading).

Order entry system option MNTMBOLMNT (Maint. BOL in MBOL Maintenance): Con-trols whether bills of lading can be maintained from OEMN27 #2 (Maintain Master Billsof Lading).

Order entry system option PSTBOLBYMB (Post BOLs by Master BOL): Controlswhether users can individually post a bill of lading that is attached to a master bill oflading.

Order entry system option DSPCSTMRG (Unit Cost and Gross Margin Inquiry):Allows cost and gross margin to be displayed on order items and quote items.

Inventory system option CHKSERACTL (Log Earlier Serials Warn/Error): Applicableto Inventory Issue Utility (RFMN12 #2) when Inventory system option CHKSERACTD(Chk Seri earlier activate date) is set to Warning or Error. If enabled, then every time auser accepts the scanned serial when the warning screen is displayed or when theerror screen is displayed, a log entry is created in file SEWL to store the serial infor-mation.


System-wide system option DSPADRCNF (By-pass Address Confirmation): Selectwhether to disable address confirmation when maintaining applicable records.

Order entry system option OCLFRTCCLT (Collect Freight for Drop Ship Order):Allows freight mode Collect for drop-ship customer orders and drop-ship customermaintenance (including blank for drop-ship customer maintenance).

Order entry system option FLWTPAFRGT (Flow thru pre-auth frgt to Inv) with newvalue Always flow thru Freight to Invoice: The carrier interface never updates thefreight charge field on the bill of lading header. This value applies to all customer billsof lading, regardless of other system values and regardless of whether or not a creditcard is being used.

Order entry system option ALORDNTEUP (Allow Ord Notes Update in Inq): Controlswhether users can maintain sales order header notes and sales order item notes inOrder Inquiry by Order Number (OEMN06, option 1).

Order entry system option ERRCRTBOLI (Err Overship BOL Itm creating): When cre-ating a bill of lading item, if the specified quantity for it results in overshipment, thenthe item is not be created.

Order entry system option ATS100FIL (ATS Inv. for 100% Req. Orders): Allocateinventory based on order items being 100% filled instead of based on the whole orderbeing 100% filled.

Accounts payable system option ALWOVRRCRQ (Allow Override Receipt Require-ments): Override the requirement for vouchers to have attached receipts or purchaseorder references.

Purchasing system option APYCUSLBL (Apply cust label in PO recv): Apply shippinglabel format to both OS PO items and non-OS PO items if order information is defined,apply shipping label format and customer pack size to OS PO items only if order infor-mation is defined, or apply shipping label format and customer pack size to both OSPO items and non-OS PO items if order information is defined.

Order entry system option ALWOVRCDSO (Allow override Credit card order entrysystem settings): Controls whether users in Authorize Credit Card Charges (OEMN12,option 6) can override settings defined in Maintain Credit Card Interface Master File(OEMN02, option 25).

Production system option DSPEVTTRG (Show Target Qty-Repetitive Version): Selectwhether to display the sum of all the required quantity of continuous resource sched-


ule entries of the same part/sequence.

Order entry system option CCMERCHANT (Merchant Code Confirmation): Controlswhether users must enter a merchant code for credit card pre-authorization.

Order entry system CHKSQBOLPR (Check Sub-Dtl Qty at BOL Print): Controlswhether a bill of lading is automatically printed even if the ship-to quantity on the bill oflading does not match the scanned quantity of the bill of lading serial sub-detail.

Order entry system option DSABQTYMTC (Disable SubDtl Adjust BOL Qty): Selectwhether users must adjust subdetails of a bill of lading (i.e. serialized labels, kanbans,or packaging specs) to match the BOL quantity to ship.

Order entry system option ALWMPICRSO (Allow M.Prt Inq to Crt Sls Ord): If enabled,users can create standard multi-plant sales orders in Multi-Part Inventory Availabilityand Price Inquiry (OEMN23 #12).

Order entry system option BOLCTRBOMP (BOL Cntr BOM Part Consumption): Thissystem option controls whether a container BOM part is issued where the BOM partdefined on the part-container is not defined with the current optimum BOM and theBOM part is defined as a purchased/transferred part.

General ledger system option UNSBKRCGJ (UnSel Bank Reconciliation GJ): Appliesto Bank Statement Reconciliation (GLMN08, option 1). When general journals are cre-ated and posted using <F1>GJ Batch, they are automatically marked with an asteriskin the Sel column on the Bank Statement Reconciliation screen so that they cannot bereused. This system option controls whether users can deselect them so that they areavailable for reuse on another bank statement reconciliation.

Order entry system option NEWITMPRTV (New Order Item Part View): Applies toMaintain Customer Orders (OEMN23, option 1), Maintain Credit Notes (OEMN04,option 3), and Maintain Quotes (QTMN09, option 1). When prompting for internal partsusing F4 Inquiry, controls whether active sellable or active and inactive sellable partsare displayed.

Order entry system options for Available to Ship Utility:

• ALCKTCMEQ (Allocate ATS inv. To Kit/Component): Inventory allocatedequally to kit parents and kit components on sales order items.

• ATSBYRNG (ATS Inventory Allocation by Ranges): Inventory allocated tosales orders within ATS run-range.

• ATSNINVBOL (ATS Create Non-Inventory BOL Entry): For each standardsales order item to be created with a bill of lading entry, if there are any opennon-inventory sales order items on the that standard sales order that have not


yet been released, then the open non-inventory sales order items are createdon the bill of lading.

Order entry system option WTREQONBOL (Whse Trf Req on Existing BOL): Controlswhether, when creating a warehouse transfer bill of lading, the system warns the userthat the warehouse transfer request selected is already on another warehouse trans-fer bill of lading.

Order entry system option ALWUOMSWAP (Alw Diff UOM in R/T Ship Swap): Appli-cable when swapping internal/inventory serialized labels to shipping labels (in RFScanning). This system option allows the system to convert the quantity on the labelbeing swapped into the quantity on the shipping label, where the units of measure aredifferent.

Purchase Order system option SHOWPOLVL (Show PO Approval Process Level):Controls whether users can view all authority levels or only the current level.

Production system option SWOSOLRPST (Service Work Order Labour ReportingEntry Maintenance Posting): If enabled, users can post service work order labourreporting entries using Service Work Order Reporting Utility (TLMN06 #1).

Password system option CHKSERACTD (Error on Chk Serial Act Date): Users mustacknowledge errors if another active serialized label is found with an earlier activationdate. Applies if checking for activated serialized labels with the same part/job/sequence under the same plant/location as the serialized label currently beingscanned.

SCMN01 #43 Set-up Address Verification Service (New)

Use a third-party web service to verify addresses when adding customers, vendors,consumers, one-time vendors, and ship-to addresses into orders, BOLs, and invoices.This menu option is the interface between the web service and iVP.

SCMN01 #44 Maintain Notepad Bookmarks

Bookmark pages in the order header notepad.

System Utilities

Miscellaneous Renaming

Management Information Object (MIO) Setup Menu (SUMN02) has been renamed


Solarsoft Dashboards Setup Menu.

SUMN01 #33 Load Carrier's Country and Province Code from iVP (New)

Create cross-references between internal iVP codes and those codes that are uniqueto the various carriers.

SUMN01 #36 Maintain Web Service Codes (New)

Maintain various web service codes.

SUMN01 #37 Display Web Service Logs (New)

View web service communication.

SUMN01 #39 Display Shop Floor Event Data Logs (New)

Display the data collection mode of event reporting.

SUMN03 Client Applications Set-up Menu (New)

New menu. Opens from SUMN01 #9 Client Applications Set-up Menu.

SUMN03 #1 Rebuild Event Monitor Triggers (New)

Submit a job that will attach any triggers defined in Event Monitor.

SUMN03 #2 Remove Event Monitor Triggers (New)

Submit a job that will remove any triggers that were defined in Event Monitor.

SUMN03 #3 Maintain Solarsoft Analytics View Authority (New)

Maintain authority to use Solarsoft Analytics.

SUMN03 #4 Start iVP Client Servers (moved and renamed)

Formerly SUMN01 #9.

Time and Attendance

TAMN02 #7 Maintain Absence Reason Codes

Define absence pay hours or points for an absence reason code.


TAMN02 #11 Maintain Employee Codes

Define maximum allowable points or maximum allowable absence pay hours for anemployee. View accumulated year-to-date points or hours as well as year-to-dateactual absence pay hours.

TAMN02 #16 Maintain Time and Attendance Master Control Codes (New)

Select whether to remove any leading zeros in employee tag numbers prior to verifica-tion after scanning.

TAMN02 #17 Maintain Manual History Adjustment Reason Code (New)

A manual history adjustment reason code must be entered in a time and attendanceentry if the number of hours to be paid to an employee for absence is changed.

TAMN02 #18 Maintain Absence Reason Category Code (New)

Define whether to track employee absence pay by points or by hours.

TAMN03 #5 Apply global Absence Reason code and Hours Utility

Select whether to add time entries or delete time entries.

Nonpayable absence reason codes can be applied.

TAMN03 #6 Employee T&A History Quick Entry Utility

View total adjusted payable hours and points/employee/pay year/absence reason cat-egory code.

TAMN05 #12 Print Employee T&A History by Supervisor ID

Include employees of subordinate supervisors on the report.

Miscellaneous

Address lines have increased in length

Address lines that contained 30 characters have been increased to 35 characters.Address lines that contained three characters have been increased to ten characters.


Improved credit card security

Credit card information now stored in PCI compliance certified third-party softwareinstead of iVP.

Easy e-Business

Users can access Easy e-Business remotely from another web page that they havesigned on to. View price and inventory availability and print a list of selected parts.Users can also create an order from parts on the print list. View vendor consignmentinventory information.

Fedex

Package dimension information is now exported from FedEx into the iVP standarddatabase file so that BOL printing programs can print it on packing slips.


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