Additionally the same information can be viewed by Pressing F5=$ and then F3-Previous. This inquiry will allow the User to select a date range and also ask if they would like to see all Customers. This way the User can see what other Customers have been quoted on the same item and for what Price. If the User wants to use the Quantity and Price on one of those lines they can simply press Enter on the line and the system will change the order line after the User confirms.
If the # of Days flag is set to zero Users will not get an automatic pop up of the screen but will still have the ability to manually access the information through F5, F3.
This new Flag is in screen 4 of 4 in Entity & System Flags – Order Entry.
F8 in a Sales Order Detail line has always been Set PO where you can add an item to a new or existing Purchase Order from within a Sales Order. The F2-ARS enables users to use the Automatic Replenishment System which is a newer feature. The system uses the ARS logic to add the product to an ARS batch that is specific for the user entering the Order (each user will have their own list of products on the ARS). The product is added (if replenishment is needed) and the user is brought into their list of products in the ARS. Users can add, change and delete these products in their batch while in the ARS System.
When you are done, you will be asked if you want to create the documents. If you do not create the documents, the list is kept and added to by the next order. This will allow the user to accumulate RFQ’s and PO’s throughout the day and then create them all at once when ready.
Enter & Edit Hot Swap users is located in Counter Sales Setup. After entering the shared login such as Counter and choose “Prompt for Hot Swap User as the type of user. All Users that will not be considered “Regular Users” because they are logging in with a generic login need to be entered into the list with the Full Name and flagged as “Hot Swap User Only”.
There is also a choice for an optional a password. When entering a counter sale from the shared login, the user will be prompted to login as their Hot Swap User. All User time stamps will be recorded with the Hot Swapped User. All permissions are tied to the original generic login.
This feature is not available for Canadian clients. The flags and tax authorities are entered in System Setup, Setup Miscellaneous, Edit Counter Sales Flags.
This will also be useful if you happen to re-calculate your PO costs outside of the BUSINESS EDGE and need to input them right before receipt.
This new feature allows the user to quickly enter (one, some or all) of the following fields for Purchase Order Detail lines – without having to go through each line individually – the system puts all the lines onto one screen so that they can be quickly entered:
Vendor Packing List Quantity (see below for functionality)
Unit Cost (choice to update Raw, Landed, or both)
Original Promise Date
Current Promise Date
Vendor Packing List Quantity functionality:
When receiving, the quantity received will default to the quantity entered for the vendor packing list (specifically when using F5=Rec Line and F6=Entire PO – when using F6, the system will set the quantity received to the quantity that you entered on the vendor packing list).
The entered packing list quantities will show on the PO Receiving Document instead of the quantity ordered (client specific PDF forms will need to be changed to include this quantity).
You can access the Purchase Order Quick Edit in Purchase Order System, P.O. Receipt Routines, Purchase Order Quick Edit.
Products can now have a 12 digit UPC code assigned to them (Enter & Edit Products, last question on the first screen). The BUSINESS EDGE checks that the UPC code is a valid UPC code (12 digits long and the check digit is correct).
In Product Inquiry (F12 More Choices, F2=UPC Codes), you can view the other valid 3 prefixes for that UPC code (with their corresponding quantities).
The BUSINESS EDGE uses the following logic:
UPC code – a flag in the Product Classification will allow this to be 1 stocking unit, the packaging qty, the master pkg qty, or the bulk pkg qty.
10 prefix – This is the packaging quantity
20 prefix – This is the master packaging quantity
30 prefix – This is the bulk packaging quantity
The prefixes and quantities are used in the warehouse system when scanning products to move or allocate to orders.
When selecting a product in the system, if you type in the UPC code in ANY of the fields (Product Code, Product Description, Classification, or Alternate), The BUSINESS EDGE will lookup the product that is assigned to the UPC code.
If you have been using UPC codes in your system and entering them as alternate products, we have a conversion program that will convert them from your alternate list into this new field. Please contact us for more information.
The Alert e-mail(s) and Instant Message(s) will get a lot of alerts when the space falls below the alert level (one for each new fax and once every night).
If you don’t want to see the warning, change the “Alert if Space is Less Than X%” to a lower number or to zero if you never want an alert (or if you’ve ordered a hard drive and don’t need to be bothered any more). The default value is 15%
If you have multiple file systems set up for documentConnection it will warn you if any of them fall below the alert level.