Transcript Apex 9.5 Training

Introduction to Apex 9.5
Presented by Phil Kramer
Vulcan Software LLC
Copyright © 2007 Vulcan Software LLC
Agenda
• What are the new features of Apex 9.5?
• Where to get additional information
Copyright © 2007 Vulcan Software LLC
Prerequisites
• 101 Introduction to Webcasts
• 300 level session
• In depth knowledge of Apex
Copyright © 2007 Vulcan Software LLC
Contact and Job Information
• Apex 9.5 is primarily about Contacts
• Contacts are people within your organization that need
access to Apex information but do not normally use the
Apex program. For example, Project Managers.
• Contacts are identified in the Apex Contact List and are
then associated with jobs using Job Maintenance.
• Apex 9.5 introduces the Material Spreadsheet Emailing
utility and the Apex Web site that use the new contact
information.
Copyright © 2007 Vulcan Software LLC
Import and Export Updates
• The Import Wizard screen has been
enhanced and is more logically organized
• Fix: Loading prices with a unit of measure
of “C” from an Excel file will now always
work correctly
Copyright © 2007 Vulcan Software LLC
P/O, Vendor, and Job
informational messages
• Messages can be associated with
Vendors, Jobs, and Purchase orders that
are shown to purchasing when they are
used
• P/O Maintenance will show all three types
of messages
• Receiving and Invoice Maintenance will
show purchase order messages
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Importing Scans
• Scans can now be imported from BMP,
TIF, or PDF files
• You can use the Import button or simply
drag and drop them into the Page grid
• This is especially useful if you have a
network scanner that emails your scans to
you – you can simply drag them out of the
email!
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Cost Code Reporting enhanced
selections
• The Cost Code Summary and Cost Code
Detail reports now offer a full range of
selection criterion
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Job information for Company
and Division
• If your job information specifies a company
or division then those entries will be used
when entering a purchase order so you
don’t have to enter them yourself
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Release-specific notes
• Messages can be associated with specific
releases
• You can decide whether or not to also
print the standard P/O messages with a
release
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Email Subject Titles
• When you email a report the subject line
will be filled in with a more useful title
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P/O Maintenance Cost Code
entry
• Valid cost codes are now shown during
P/O entry
• Valid codes are based on a cost code
schedule by job for the standard Apex
program
• Valid codes are based on job-specific
information for the Advanced Accounting
Interface version of Apex
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Comparative Analysis Report
Summary
• The Comparative Analysis report has more
useful summary information
• The differences between the vendor totals is
displayed
• The difference between the Low Price column
and the lowest-price single vendor is shown
• The number of distinct vendors that appear in
the Low Price column is shown
Copyright © 2007 Vulcan Software LLC
Message Library insertions
• Apex can prompt you for information when using
messages from the Message Library, Vendor messages,
or Job messages
• Put the prompt in brackets. For example put [Price]
where you want to insert a price into the message. Put
[Bundle Size] where you want Apex to insert the bundle
size that you specify.
• Use a colon and a default value if desired. For example,
if the price is normally $100.00, use [Price:100.00].
Copyright © 2007 Vulcan Software LLC
P/O Template Copy
• The “Copy” button in P/O Maintenance
now gives you the option of showing
available templates
• You can pick a template without having to
remember and type the P/O# yourself
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Errata
• The Cost Code has been added to the P/O Search
results
• P/O Descriptions now can come from a list maintained in
the Via, FOB, Terms selection
• P/O printing can now handle very large reports, including
many scanned images
• Deleting a P/O now works amazingly faster
• The new P/O Description field is available to print on
your purchase orders (field #78)
• P/O line numbers can optionally be displayed on the P/O
Maintenance screen during data entry
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Errata
• Fix: Blank purchase order numbers are no longer
allowed
• Fix: P/O messages now print correctly when printing a
range of P/Os
• Fix: Apex Import utility exits gracefully if the import is
cancelled
• Fix: If Comparator Load adds dbItems they are created
with the correct Catalog# reference and with zero List
and Column 3 prices
Copyright © 2007 Vulcan Software LLC
For more information
• Apex online help
• www.apexpurchasing.com (new web site)
– Apex 9.5 Announcement
– PDF version of the Apex online help
• Contact Vulcan Software
www.vulcan-software.com
Copyright © 2007 Vulcan Software LLC