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Software Release Notes / Graphical Catalog / 6-23-2014 - Page 1 of 8
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SOFTWARE RELEASE NOTES
RollMaster Retail System v1211.3
New Content as of June 2014
SALES PROCESSING:
1. The Print Job Report in the Order Entry module will now export the Job Type when
printing to Excel. The new Job Type column appears to the right of the Job Status
column.
2. In the View Audit feature in the Order Entry module, the system is now keeping track of
changes to the Sales Rep 1 & 2 fields. In the Line Audit screen that pops up when you
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select the View Audit feature, the system will now display these changes in the Status
column as follows:
One additional change relating to this feature is a new sub-question in the User Control 1
screen of the System Control Maintenance module that controls who is allowed to make
changes to the Sales Rep 2 field. See System Maintenance section below for further
details on how to enable this control.
3. In the Order Entry, Quote Entry and Property Management modules, at the bottom of
the Line Items screen, the Unit Price field is now showing three decimal places as
follows:
INVENTORY CONTROL:
4. In Product Code Maintenance, you can now add Product Codes to any and all
Branches where they do not currently exist. From the main Product Code Maintenance
screen, highlight and right-click on a Product Code you would like to copy. The system
will prompt the new option as follows: Copy Code to another Branch. When you select
this option, the system will prompt a Branch Selection screen as follows:
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This screen will only display branches where the selected Product Code does not
currently exist. To copy to another Branch, highlight and then double-click to select. You
can also right-click to prompt two options as follows: Select and Unselect. Once a “Y” is
displayed in the Selected column for that Branch, you can click the Continue button to
copy. The system will then prompt a Select G/L screen as follows:
The cursor will be positioned at the G/L Revenue (1) field. Click the G/L Revenue lookup
button to call up a G/L Lookup screen, or type the G/L Account number in this field.
Complete this step for all G/L fields and the click the Save button to complete the process.
5. The Catalog Listing – Short report menu option has been removed from the
Inventory Reports menu. As detailed in the previous set of Release Notes, that option
has been incorporated into the new graphical Catalog Listing report.
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BAR-CODE MANAGEMENT AND PRINTING:
6. The Color # has been added to the Open PO List on the handheld receiving device.
PURCHASE ORDERS:
7. A new Order All Lines button has been added to the Purchase Order Entry screen as
follows:
When you click this button, the system will prompt an Order PO Lines box, and the data
entered in that box will populate all PO Lines and mark each as “Ordered.”
8. When printing a Purchase Order, the system will now include any P.O. Line notes on
the printed Purchase Order.
ACCOUNTS RECEIVABLE:
9. When adding an additional Ship To Code to an existing customer in the Customer
Maintenance module, the system is now defaulting the Tax Code 1-5 fields currently
stored on the Customer’s “0000” Ship To code. Previously, the system would pull the
Tax Codes set up in Branch Maintenance.
ACCOUNTS PAYABLE:
10. In the Vendor Maintenance module, a new Contacts button has been added, similar to
what was added in the Customer Maintenance module, for capturing contact information
on each Vendor. This feature was added to allow you to begin building a database of
various contacts with emails for each vendor. The data does not currently appear on a
system report, but programming is moving in that direction. For example, you can enter
contact information for the Credit Manager, Marketing Manager, and multiple Sales
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Associates. When you access the Vendor Maintenance module, you will see the new
button to the right of the Vendor ID field as follows:
When you click the Contacts button, the system will prompt an A/P Vendor Contacts
screen as follows:
To add new “Role” codes, other than the three existing Roles, click the Role
Maintenance menu option at the top left of this box. The system will then prompt a Role
Maintenance selection box as follows:
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Click the Add button at the bottom right to add a new “Role.” The system will prompt a
Role Maintenance setup box as follows:
Type a Code (1) and Description (2) for this Role and click the Save button to store the
record. You can continue adding “Roles” or return to the A/P Vendor Contacts box to
add new contacts as follows:
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Type the First Name (1), Last Name (2), and Email (3) address of the contact, and click
the drop down menu at the Role (4) field to select a Role Code. If applicable, click the
box in the Birth Date (5) field and then select a birth date using the drop down calendar
menu. And finally, use the Note (6) field to add any additional notes relating to this A/P
Contact. Click the Add button to save the contact. Once a Contact has been added,
you can highlight the name in the screen above and then Right-Click to Delete or Edit
the data explained above. You can also Double-Click on a Contact to call up the Edit
Contact box.
11. The Print Cash Requirements Report is now exporting to Excel.
GENERAL LEDGER:
12. In the Report Format Maintenance module, some additional features have been
added to the Verify GL Accounts feature. When you click on that feature from the
Functions menu, the Verify Accounts box will now appear as follows:
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An Account Type column has been added to the display, and the ability to export the
displayed data to Excel has been added.
SYSTEM MAINTENANCE:
13. In the Company Control 1 level of the System Control Maintenance module, a
password prompt has been added to the following two-question control: Branches
Share Product Codes / Catalog. Any change to these two fields will require a password
to complete. Please note: only a RollMaster Trainer can provide this password. This is
because of the disruption to the system a change to either of these fields can make,
especially if unintended.
14. In the User Control 1 screen of the System Control Maintenance module, a new subquestion has been added to the following control: Is This User a Salesperson? When
this control is set to “Y” for yes, a new question will appear as follows: Allow to Select
Second ID. To allow this user to change the Sales Rep 2 field in Quote and Order Entry,
set this question to “Y” for yes.