Transcript Enhancements to DMAS PTF 755 through PTF 774  Copyright I/O International, 2002, 2003, 2004, 2005, 2006, 2008 General Information This presentation identifies enhancements.

Enhancements to DMAS
PTF 755 through PTF 774
 Copyright I/O International, 2002, 2003, 2004, 2005, 2006, 2008
General Information
This presentation identifies enhancements that have been
added to DMAS by the DMAS organization within each of
the PTF releases described.
This presentation does not address any enhancements for
DMAS that are available directly and solely from I/O
International.
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Index
Start at:
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PTF 755
PTF 756
PTF 757
PTF 758
PTF 759
PTF 760
PTF 761
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PTF 762
PTF 763
PTF 764
PTF 765
PTF 767
PTF 768
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PTF 769
PTF 770
PTF 771
PTF 772
PTF 773
PTF 774
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Enhancements in PTF 755
 Automated release function for (F17=Auto release)
– Back orders
– Quotations
– Open Orders
 Automated review function (F17=Auto review)
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Enhancements in PTF 755 (continued)
 Information for margin checking now
carried in item DDB1320 file
 Pricing from aggregate pricing now
identified on BSTATUS screen
 EDI interface is now active in Purchasing
 Graphical buyer signature is now available
for faxing purchase orders
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Enhancements in PTF 756
 Tailoring option added for warning if
duplicate PO exists in history
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Enhancements in PTF 757
 Direct access to item sales history from the
item entry screen in order entry (F17=Last
sold)
 Item number and warehouse fields added to
F17=Request copy window on Review
Detail screen
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Enhancements in PTF 757 (continued)
 Sequence of CDAYEND now has
ITRANREG running before MEND
 ZTAILOR COM now has option to issue or
not issue a message when DMAS backup
starts
 Tools now includes complete instructions
for setting up a complete test environment
 Fax support now refers to FAXSRV401
(supports SupportNet and Corner Stone)
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Enhancements in PTF 758
 Master DMAS user id added - allows
maintenance to protected notes
 PO Lookup enhanced to show comments
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Enhancements in PTF 759
 EDI support now provided for Premenos
and EXTOL
 Tool TSTPGM added for programmer to
test common programs
 BSTATUS and QSEARCH now recognize
the entry of alternate item numbers
 Purchasing Tailoring option added that
tailors list screens to 1 or 2 lines
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Enhancements in PTF 760
 G/L Master file maintenance now available
as a cross application function (if G/L not
installed)
 Two new billing report menu options added
for printing contract file reports
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Enhancements in PTF 761
 Descriptions for recurring G/L transactions
during entry now default to header
 Class items now allowed to be a component
within a kit
 A new user hook added to process of ending
a sales order
 Job added for user to more easily maintain
Suggested Retail Prices
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Enhancements in PTF 762
 Option fields for Quote Review and Expiration
dates improved
– Default dates calculated
– Calendar window now available
 “Direct” and “Supply” P/Os now identified as
such on P/O
 Tailoring option added to control sequence of P/O
Receiving List
 Tailoring option added for aging (or not aging)
credit invoices
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Enhancements in PTF 762 (continued)
 Data base tools may now either be displayed or
printed
 Tailoring option added to control defaulting of
pricing U/M when not keyed
 Item Bin Balance report now includes option to
automatically update Item Balance from Bin file
 P/O entry screen transition performance improved
 User option added to bypass confirmation
message when adding new items in P/O entry
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Enhancements in PTF 763
 Physical Inventory module made available as add-
on feature for inventory control
 Tailoring option added to Inv Control for updating
of average weights for catch weight items
– When items sold in Billing
– When items received in Purchasing
 Internal notes function enhanced with additional
internal note types as well as user defined fields
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Enhancements in PTF 763 (continued)
 Order pad maintenance tool added for
automated generation of customer order
pads
 Contract maintenance enhanced to allow
entry of $ values for markup and discount
 Improved catch weight and multi-bin
processing in order entry
 Added a new option to Physical Inventory
module for items not kept in stock
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Enhancements in PTF 764
 Added Lot Number Tracking feature to Inv
Control, Billing, and Purchasing
 Added calendar window to date fields in
order entry
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Enhancements in PTF 765
 ZTAILOR option added to Purchasing
– Totals may now be printed for multiple entries
of a given item, each with a different deliver
date
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Enhancements in PTF 767
 EIS enhancements
– Totals added to most list screens
– Print option added to most displays
– Support for fiscal years in EIS
– DMAS Access Control now which application
segments of EIS a user may view
 Lot Number tracing added to Physical Inventory
module
 Several other improvements made to Physical
Inventory
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Enhancements in PTF 767 (continued)
 Average weight field added for each item at the
warehouse level (previously only at the item level)
 Pick Verification process added to Billing
application and supports scanning via bar code
reader
 Distribution and installation of PTFs now
supported on CD
 Purchasing options added for receiving non-file
items
 F4 Lookup windows added for order search and
invoice search functions
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Enhancements in PTF 768
 Generate Order Pad Contracts added as base
Billing function
– Was added as a “tool” in PTF 763
 DMAS Control Access now offers control over
who can view cost / profit data
 Backorder release list job now sets order step of
back order
 Order number generation algorithm enhanced to
allow for over a million new order numbers
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Enhancements in PTF 768 (continued)
 B2B added for customer internet access
 Bar code checking tool added
– Used to check the scanning of bar codes
– Shows raw data and UCC-128 readable code
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Enhancements in PTF 769
 Item Driven Purchasing feature added to
Inventory Control
– Passes special ordered items from billing order
entry to purchasing
 P/O Copy function added to P/O entry
 Contract file reports enhanced
 Item deletion (in item maintenance)
improved
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Enhancements in PTF 770
 ZTAILOR option added to control passing one
time vendor data to A/P
 Group/Route maintenance
– Now allows multiple users in maintenance
– Allowed while order entry is active
 Supports ability to send e-mail directly from
DMAS (Unifier e-mail product required)
 Overt action now required in order entry to enter
price equal to or less than cost
 Now includes ROI credit card support
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Enhancements in PTF 771
 Added report for current purchase orders
 Added interface to Quadrant Enterprise to
– E-mail orders/invoices
– Fax and e-mail A/R statements
– E-mail purchase orders
 Added capability to override e-mail address on
billing end order screen
 Added option to limit users from changing
price/cost during order entry
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Enhancements in PTF 771 (continued)
 Accounts Payable
– Added due date and discount calculation for invoices
going from Purchasing to A/P
– A/P check printing to support over/under printing and
laser printer
 Added ability to re-activate closed A/R batches
 QSEARCH
– Added customer e-mail address
– Added “suspended” or “credit hold” customer
designation
– Added “suspended” item designation
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Enhancements in PTF 772
 Customer e-mail address added to
QSEARCH (Misc Data)
 Added ability to e-mail purchase orders
 Added ability to print employee name on
Employee Misc Deductions maintenance
list and report
 Added a password protected tool to allow
user to delete an old purchase order
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Enhancements in PTF 772 (continued)
 Added a password protected tool to allow
reprinting of A/P checks
 Added user option to round kit prices up by 1 cent
if necessary
 Added tailoring options to save billing and A/R
end of day spool file reports after printing
 Added ability to copy G/L formats and chart of
accounts from one company to another
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Enhancements in PTF 773
 W-2 changes for fiscal year 2004
 Add laser printer support for payroll checks
 Change alternate item number to 25
characters
 Add ability to add a customer from within
order entry
 Display warning when attempting to post to
a prior G/L period
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Enhancements in PTF 774
 Automatically run required jobs in recovery
 Force running of month end from Sales
Analysis
 Added salesrep number to Ship-To Address
file
 Added option to automatically have
monthly beginning balance records added to
DDI1500
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Enhancements in PTF 774 (continued)
 Added options for user to change CPI for laser
printing in portrait mode
 Added unattended month end function
 Added option to user to change defaults for
unattended end of day
 Added capability for user to add comment lines to
A/R statements
 Add function that automatically recalculates order
totals during end of day processing
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Enhancements in PTF 774 (continued)
 Added option to print unit cost on Stock
Status report
 Add a confirmation message while copying
a purchase order to confirm copy intent
 Added QCONN field to display on
purchasing data screen within QSEARCH
 Changed unattended end of day to be
dedicated
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Major Enhancements
Item Driven Purchasing
P/O Copy
Generate Order Pad Contracts
EIS Enhancements
(click button to view detail)
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End of Presentation
Thank you for
your interest
For more information about
the latest DMAS enhancements for AS/400 DMAS,
call I/O International, Inc.
at (914) 232-2233
Suite 2002
Pinewood Business Center
Somers, New York 10589
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