Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Software Release Notes / Graphical Catalog / 6-23-2014 - Page 1 of 8 To quickly navigate through these Release Notes, follow the steps in the diagram below to call up a Navigation pane (on the far left in diagram below) in Windows. You can then jump to any section of the Release Notes mulitple times and skip sections that may not apply to you. You can also perform keyword searches in the Navigation “Search Document” field to find specific topics. 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 Software Release Notes / Graphical Catalog / 6-23-2014 - Page 2 of 8 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: Software Release Notes / Graphical Catalog / 6-23-2014 - Page 3 of 8 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. Software Release Notes / Graphical Catalog / 6-23-2014 - Page 4 of 8 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 Software Release Notes / Graphical Catalog / 6-23-2014 - Page 5 of 8 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: Software Release Notes / Graphical Catalog / 6-23-2014 - Page 6 of 8 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: Software Release Notes / Graphical Catalog / 6-23-2014 - Page 7 of 8 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: Software Release Notes / Graphical Catalog / 6-23-2014 - Page 8 of 8 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.