Deacomze 15.01 Release Notes

Please reference the DEACOM suggested update path prior to installing DEACOM updates.

Accounting

Facility Relationships – The Facility Transfer Time table via Sales > Sales Maintenance has been renamed to Facility Relationships. The table has been modified to toggle the user of lead days and elimination credit and debit accounts have been added. This change was made to support companies that have two different facilities or companies that share the same owner but still wish to perform inter-company transfers as opposed to sales and purchase orders to each entity. The elimination accounts mentioned in the previous sentence allow companies to bypass the facility elimination accounts and hit the respective AP/AR accounts and sub-ledgers for an inter-company transfer sales order type.

Budget Setup - The "Trail Balance" button on the "Edit Budgets" form via Accounting > Accounting Maintenance > Budgets has been modified. The "Start Date" and "End Date" fields are now read only and the "Fiscal Year" field has been added allowing user to select the Fiscal Year for the Trail balance they wish to copy. In addition, unused period columns in the budget grid are removed when running legacy versions of DEACOM. In web based versions, unused columns are renamed "-".

Sales Order Payment Short Pays - Users now have the ability to enter short payment amounts when performing sales order payments in the system. In this way, companies can take a short payment without taking deductions from any of the invoices that the customer is paying. Companies can then re bill the customer for the unpaid balance, if the deductions taken are reviewed and not approved. Additional information is available via the link in the first sentence.

Budget Calculation Variables for Financial Statements - Two new financial column seats have been added to Financial Statement report grids.

• budper_calc - period budget, displayed as a percentage of another line, generally 'budytd'
• budytd_calc - year-to-date budget, displayed as a percentage of another line, generally 'budytd'

Business Intelligence

Automated Exports of Favorite Reports - Report Layouts can be automatically run and exported on selected intervals via the new "Automatic" tab on the "Edit Favorite" form. Additional information is available via the "Managing User Favorites and Previews" page.

Calendars

User Name Added to Sales Calendars - The "User" option has been added to the dropdown selection list in the Sales Field options on the "Calendar 1" tab within System > Options. This represents the user who created the Sales Order, and can be displayed on a Sales or Sales Inventory Calendar if the user chooses.

Do Not Post Inventory and Requirements - The "Do Not Post Inventory" flag on the Sales Order lien will now determine if requirements will be displayed in Inventory Details on the Sales Inventory calendar. If the flag is checked, the item's inventory requirements will be set to "0."

eCommerce

Cross Reference Part Requirements - DEACOM's eCommerce application now respects the "Bill-to / Ship-to Cross-Reference Required For Sale" flag on the "Properties" tab of the Item Master record. This option is useful in situations where companies sell private label parts to certain Bill-to customer and do want to have these parts visible to other customers.

Scheduling Deliveries - DEACOM's eCommerce application now contains the ability to restrict a user from scheduling a delivery on either Saturday or Sunday. This is accomplished by the "Saturday Due to Ship" and "Sunday Due to Ship" flags on the "Edit eCommerce User" form via Tools > Tools Maintenance > eCommerce Sites.

Orders and Credit History - When launching an eCommerce site in DEACOM, the following tabs are now displayed: "Recent Orders", "Outstanding Orders", and "Aging Information". The "Recent Orders" tab displays the top 100 most recent orders (including all orders, not just eCommerce) for the selected Bill-to. The "Outstanding Orders" tab displays the top 100 not invoiced orders for the selected Bill-to. The "Aging Information" tab pulls the appropriate information from the credit history tab of the selected Bill-to.

Edit Order Button - An "Edit Order" button has been added to the MY CART form and MY ACCOUNT form/page in DEACOM's ECommerce application. This buttons allows users to modify their current, existing order.

Promotions - Promotions can now be applied to eCommerce orders. Promotion limitations follow the same rules as Promotions in the main application.

Multiple Carts - Users may crate multiple Carts in the eCommerce application. In essence, each Cart represents one sales order. The ability to create, and switch between multiple Carts, allows users greater flexibility when processing orders and accepting payments. Additional information is available via the Entering eCommerce Orders page.

Site Maps - DEACOM's ECommerce application now allows users to generate site maps. See the ECommerce Sites page for additional details.

DSD

Shipping Phantom Parts - DEACOM's DSD Application now allows the shipping and short shipping of Phantom parts. Phantom parts, when shipped on a sales order, are not relieved from inventory themselves, but have the component parts from the bill of material relieved instead. Additional information on Phantom parts is available in Using Kitted Parts.

Returning Phantom Parts - When returning Phantom parts in the DSD Application, the system will return the items to the correct DSD location specified in the route settings.

DSD Specific Inventory Segment - Inventory allocated to the DSD application is now contained in it's own Inventory Segment with in DEACOM.

Inventory

Zones for Facility Items – The facility item form, available on the "Facilities" tab of the item master record, now contains a "Zone" field. This field restricts what inventory can be received to only locations within the destination location's zone. Useful for situations where companies need to restrict items to certain areas of the warehouse. Example: certain materials can only be stored in the cooler. This Zone field on the facility item will direct users to the cooler and not allow users to move this product into a non-cooler location. Only available in web versions of DEACOM.

New Part Number and Copy Part - The "Copy Part" form, available via Inventory > Item Master Management, now contains the "New Part Number" button. This button uses a Deacom provided external program to add part numbers in accordance with customer requirements. Note that this feature is specifically for the part number field on the copy part form.

Formula Creation for Facility Restricted Users - A change has been made to allow a user who is restricted to a facility to create a Bill of Material that has no facility. When the user has a facility restriction they now have the option via the "Facility" field on the BOM to leave it blank or to select only the facility they are restricted to. This option was added to support companies that do not use facility specific BOMs but still wish to utilize facility restrictions elsewhere in the system.

Facility parts requirements for jobs and purchase orders - The system functionality has been enhanced so that changing the facility on purchase orders and jobs now checks to make sure all lines have a facility item specified if the part is marked to require a facility. The same functionality for sales orders already existed.

Sequential BOM Lines - A new field, "Sequential", has been added to the "Edit BOM Line" form via Inventory > Formula Management. If checked, indicates to the system that items are to be issued and final staged to jobs in the order they are sequenced on the BOM revision. Note that the first line item on the BOM can not be marked sequential. If users attempt to issue to a BOM line that is marked sequential without first issuing to any BOM lines before this one, the system will display a prompt indicating the previous part needs to be issued/staged first. Business Case - This flag was added to ensure that items would not be issued out of order resulting in a batch being unusable.

Prevent Inventory Transactions in Zones - The "Prevent Inventory Transactions" flag is now available for Zones. When selected, this option prevents inventory transactions other than physical inventory postings from occurring for the specified zone (examples of inventory transactions that are prevented are issues, reserved and moves). The flag should be selected during physical inventories to ensure that no transactions occur between the time the inventory snapshot is taken and the time when the physical inventory worksheet is posted. When the flag is selected, if a user attempts to do an inventory transactions in the system for the zone, a system prompt will be displayed to prevent the transaction from occurring. Additional information regarding physical inventory is available via Completing a Physical Inventory page. Note that "Prevent Inventory Transactions" flags exist on item master records, facilities, locations and location types.

Job and Sales Final Staging - Default Quantity Option - The default quantity that will be displayed in the "Quantity" field via Inventory > Inventory Final Staging can now be set via for sales orders via the "Default Ship Quantity" on the "Sales 2" tab and for jobs via the "Default Issue Quantity" on the "Production" tab via System > Options.

Staging Across Facilities - DEACOM now supports the ability to stage inventory across multiple facilities. The feature was added for a Nutraceutical company which has a bulk job process that occurs in multiple stages, each in a different facility. Stage 1 of the process includes building a group of the required materials in Facility 1, then transferring those materials to Facility 2 to be blended. Once these materials are weighed and verified, they are allocated for that job and cannot be used for any other. This required the ability to issue materials to the job to remove them from available inventory in Facility 1, while transferring them to Facility 2 to be blended together. See the Staging Across Facilities page for details.

Locking Physical Inventory Worksheets - DEACOM now creates a critical record lock when a Physical Inventory Worksheet is modified by a user. The system does not apply record locking to count sheets, as multiple users can be working on count sheets at the same time.

Environmental Report Added - The Sales Shipment Detail has been added via Production > Environmental Reporting. This report is used to generate detailed, line-based reports regarding hazardous contents of materials shipped on Sales Orders. The following Item Master Management (dmprod) fields are available to this report: pr_codenum, pr_id, pr_descrip, pr_unitwgt, pr_unitvol, pr_unitcub, pr_unitlen, pr_hazard, pr_hazflag, and pr_user1-4. These fields are available for both the parent and regulatory parts. The "parent_" prefix is used for the parent parts, and the "reg_" prefix is used for the regulatory part.

Management Reports

Publish Date - Previous and Next Weekday - The "Start Date Type" and "End Date Type" fields on the "Publish Data" form now contain two additional options, "Previous Weekday", and "Next Weekday". These options allow reports to skip weekends and pull data from the previous workday if able to. This option was added to support situations in which customers have published reports for the previous days business and need the ability to ignore weekends when running reports for Monday. Additional information on the Publish Data option is available via the Building BI Pages page.

MRP

Net Value Pre-Filter Option - A new field, "Net Value" is available to the MRP Pre-Filter via Inventory > MRP. This field determines if the system will calculate the On Hand value in MRP based on the Start or End date of the week. Start is the default value. If set to End, the system will calculate the value as the last day of the week. (Note that the system now contains a hidden row, "Arrival", to track arrivals throughout the week for indirects to correctly drive the Net Value for End of week calculations.)

Indirect Job Requirements Filter - The "Indirect Job Requirements" field on the MRP Pre-Filter has been modified. Setting this field to "Job Reqs" now indicates to the system to treat indirects from jobs as job requirements rather than indirect requirements and add them to the job requirement totals. In this case, these indirects will not be excluded when the setting in the "Indirect Requirements" field is set to "Exclude". Indirects from other demand like sales orders however will still be excluded.

MRP QC Planning - MRP QC Planning allows companies to view sales orders and customer specific QC requirements together in MRP in order to determine if multiple sales order demand and QC requirements can be consolidated into one job. See Planning QC in MRP for additional information.

Split MRP POs - The "Split MRP POs By PO Quantity" flag has been removed from the Item Master Properties tab and has been replaced with the "Split POs By" field on the Item Master MRP tab. Additional information on this new option is available via the Item Master Management MRP tab help section.

Part Forms

Summarize regulatory BOM – A new system option, "Summarize Regulatory BOM", has been added to the part forms tab via System > Options. If checked, regulatory BOMs will be summarized, specifically the bo_bomfor value will be '0'. If unchecked, the bo_bomfor will display the right number. The box is checked by default. Unchecking the box is useful when printing nutrition labels where the it is necessary that the bo_bomfor = pr_id in order to print the ingredients list.

Printed Reports

Purchase Order Line User Fields - All purchase order line information, including purchase order line user-defined fields are available to all purchase order reports in DEACOM.

Financial Statements and Combined Reports - Financial Statements can now be published as a Favorite or Preview and added to Combined Reports in DEACOM.

Tax 1099 Report Additions - The Facility (lc_facility) and Facility Group (lc_facilitygroup) names are now available to the 1099 Tax Report via Accounting > Print 1099 Forms. These fields help customers that have more than one legal entity and need to separate this information on 1099 reports.

Batch Tickets - The following fields/variables have been made available to the Batch Ticket and Multi Line Batch Ticket reports.

• Job category name (jc_name).
• Origquant - this field stores the BOM line item's quantity without scrap factor applied.
• b2_source - this field identifies if lines on a batch ticket come form a custom add rather than the Bill of Materials.

Staging Picklist Variable Additions - The following variables have been added to the "staging" and "staging2" picklists.

• l_codenum (manufactured part's part number)
• l_descrip (manufactured part's part description)
• l_jobinc (The manufactured part's job increment, from the Item Master's "Incremental Job Quantity" field) Note that these variables pull from the first line on the job ONLY.

Production

Default Finish Quantities - Companies now have multiple options when setting the default finish quantities within System > Options, both in the main and WMS applications. Previously, users could only select the option to default the finish quantity to zero. Now, users may select between a default finish quantity of "1", "Default", "Minimum of Default or Remaining", and "0".

Automatic Reserve of Inventory to Linked Sales Orders - Functionality has been added so that if a sales order is linked to a job line, by making a selection in the "Sales Order" field on the "Edit Job Part" form, the inventory will automatically be reserved to the sales order when items are finished on the job. This functionality has always existed for jobs linked to sales order via header or line jobs.

Log On/Off Jobs - When using the Log On/Off Jobs transaction in the main application, and the selected job contains a routing, the Work Center and Operation will automatically be filled in based on the first sequence of the part's routing. This mirrors the system behavior in the WMS Application.

Printing Master Lot Label When Issuing to Job - A new checkbox, "Print Master Lot Labels", has been added to the "Issue/Reserve Inventory" form throughout the system. If the "Create Master Lot" checkbox is checked, then checking this box as well will allow users to print a Master Lot Label at the conclusion of the issuing process.

Visibility to Incremental Job Quantities - The "pr_jobinc" (Job Incremental Quantity) field has been made available to the Job Detail report grid, Job Entry grid and Job Staging Picklist print out.

Business Case: When jobs are created for multiple batches, Deacom does not split these batches into separate lines. Therefore, users cannot see how many batches are needed to complete a job, instead they see a lump amount in the form of job quantity. There is the ability to split jobs by job quantity, but this would produce multiple lots, which may result in separate QC testing per lot. One option to assist users when determining the batch size on jobs is having the "pr_jobinc" (Job Incremental Quantity) field visible since it is often used by batch manufactures to define batch sizes.

Purchasing

Purchase order line user fields - Purchase order line user fields are now available in the system and may be displayed on the grid for the PO detail report.

Copy Purchase Order Changes - The "Copy PO" button via Purchasing > New Purchase Order now contains a checkbox, "Copy User Fields". If this field is checked, the system will copy the header and line user fields for the selected order.

Restrict Link To POs To Same Vendor - A new field, "Restrict Link To POs To Same Vendor" has been added to the Order Defaults tab of the Vendor record. If this flag is unchecked, users will be able to select from any existing PO, and not just POs for this Vendor, when using the Link to PO searchbox on the Purchase Order Entry form. This field is checked by default when adding a new Vendor record in the system. One possible use for un-checking this flag is when a PO for freight charges exists and will be used to link to POs for various Vendors.

Total Order Pricing - Total order pricing functionality has been added to Purchase Orders via the "Total Order Pricing" flag on the "Edit Purchase Order Line" form. The option is only applicable for Pricing Orders. If checked, allows a Pricing Order line to consider the entire quantity in terms of the Purchase Unit when checking for the minimum quantity. If the Purchasing Unit of the pricing line is "lbs" then the quantities of all of the order lines are converted to "lbs" and summed; if the total is greater than or equal to the quantity on the pricing line, then its price is used. In addition, when a Pricing Order has a line item set to use Total Order Pricing and the quantity is in a weight unit, the unit and tare weights of the items on the order are summed.

Quality Control

Pre-Receipt Quality Control - Pre-Receipt QC allows companies to enter Quality Control Test results for items, before actually receiving the Purchase Order, based on the QC specifications provided by Vendors, generally via a Certificate of Analysis. The feature is useful in situations where companies have strong relationships with their vendors and the vendor has a track record of accurate quality control reporting. See the Performing Pre-Receipt QC Testing page for additional information.

Sales

Sales Order Summary Report - The User Group field has been made available to the Sales Order Summary report via Sales > Sales Order Management. This allows users to sort and report on order statistics based on the users, in the associated user group, that entered or modified the order.

Mixed Lots Shipments - The "Restrict picking to same user lot" flag has been added to Customer Cross Reference Parts. If checked, and when reserving or shipping sales orders that contain this Customer Cross Reference Part, the system checks the lots being reserved or shipped. If there are any duplicate user lots for the same part the system will prevent the transaction if this flag is set. This options was added for companies who have customers who will only take one lot of product and don't want mixed lots on a shipment.

Do Not Post Inventory by Default - The "Ship-To Defaults" tab on the Bill-To record and the "Order Defaults" tab on the Ship-To record now each contain a "Do Not Post Inventory By Default" checkbox which provides the default when either new Ship-To records or new Sales Orders are created. Useful in situations where customers will be entering orders with multiple lines just to bill their customers and need to have the "Do Not Post Inventory" flag checked on each line.

Require Facility Entries and Inter-Company Transfer Orders - Now, when entering an Inter-Company Transfer order, if an item on the order has "Require Facility Entry" set to TRUE on the Item Master, the "Transfer Facility" on the Ship-To record is checked to ensure the material can be received into that facility. This is also checked when the Ship-To company is changed.

Job and Inter-Company Transfer Staging Counts - Job Staging Counts have been added to Job Categories. Inter-Company Transfer Staging Counts have been added to the "Inventory 2" tab within System > Options. Staging Counts are useful in situations where multiple iterations of staging will occur in the sales or production process

Sales Order Templates - A new field, "Templates: has been added to the "Sales 2" tab within System > Options. This field determines which order templates will be displayed when using the "Template" button during sales order creation. Options are All, Bill-to Company, or Ship-to Company. All will show existing order templates, regardless of Bill-to / Ship-to Company. If Bill-to or Ship-to Company are displayed, then only order templates for the selected Bill-to/Ship-to will be displayed in the list.

Syncing Job Dates with Sales Date for Linked Orders - The "Synchronize Job Dates to Linked Sales Orders" field has been added to the "Sales 1" tab via System > Options. If set to true, the job's Planned Finish date will update the Due to Ship date on the linked Sales Order if the Sales Order is manually linked to the job line (via the Sales Order field on the General tab of the Edit Job Part form). If this field is set to false, the system will not update the Due to Ship date on a linked Sales Order when it is manually linked to a job line. This field is set to true by default. The option to prevent the automatic update of the Due to Ship date was added to support situations where companies do not want the Due to Ship date changed if the date is set in anticipation of QC lead times and safety days.

Sales Representative Available when Searching Customer Cross Parts - The "salesrep" field may be added to the Bill-to/Ship-to Part Number searchbox via System > System Maintenance > Searchboxes. Once added to the searchbox it will be available when using the searchbox in the "Cust. Part Number" field on the "Edit Sales Order Line" form.

Ship-From Company Selection - A new checkbox, "Restrict Ship-From Companies to Ship-To Assignments" has been added to the "Ship-To Companies" tab on the Bill-To record via Sales > Bill-to / Ship-to Management. This checkbox controls which Ship-To Companies may be selected in the "Ship From Company" field on the "Misc 1" tab of the sales order. This box is checked by default to maintain the current system functionality of restricting the Ship-to Companies available for selection to those assigned to the selected Bill-to record. If unchecked, users will be able to select any active Ship-To Companies.

Business Case - A customer has a buyback process in which they use the "Ship From Company" as the distributor that gets credited. In their case, an EDI Trigger is used to import the credit,. When this is done it will import an order for the ship-from company as the ship-to company on the order. The ship-from company will not typically be linked to the end customer as they may not always know that a specific distributor sells to a specific end customer.

Ship-From Company Pricing Order Options - Pricing Orders may now be setup based on Ship-From Companies. When a Ship-From Company is filled in on the "Misc 1" tab of a Sales Order, only Pricing Orders with that same Ship-From Company will be gathered and applied in the system. Additional information is available via the link in the first sentence. The Ship-From Company Pricing Order option is useful for companies who wish to use the Ship-From Company to specify the distributor on their sales orders, this allowing pricing to take effect based on the Ship-From (Distributor) and Ship-To customer specified on the sales order.

Security

Final Stage Master Lot - The security setting "Inventory -- final stage by master lot" has been added. If set to "Yes", the user can issue by just picking/scanning a master lot without going lot by lot. If a master lot label is scanned and next is pressed, final stage all the inventory in that master lot. This allows users to use a pallet by pallet approach when scanning/issuing. If set to "No", the current functionality will happen, namely if a user scans a master lot label, it sets the master lot combo box to what was scanned and filters down the available lots. This allows the user to verify that the master lot was created is correct by final staging each lot in that master lot. This is important in multiple iteration final staging.

Require Facility Entry Security - When a user attempts to set the "Require Facility Entry" flag on the Item Master record and save, the system will now check to see if the item has inventory in a facility which does not have a facility item indicated. If the facility does have inventory, the system will prompt the user indicating the facility(s) which have inventory and require the user to enter a record via the "Facilities" tab prior to clicking and saving the Item Master record. In addition, when attempting to delete a facility from the "Facilities" tab, and the "Require Facility Entry" is checked, the system will check to ensure there is no inventory if that facility before allowing the user to delete the entry.

Work Crew Security - The security setting "Production -- log on/off work crews without current activity" has been added. If set to "NO", users will be prevented from joining work crews that are not currently active on a job.

System

System Optimization - BOM Calculation - In order to optimize system performance, Bill of Material User Calculations are now only recalculated when saving a line item or any other action that causes the batch yield to be re calculated.

System Tools

DEACOM Label Generator - GS1 Datamatrix Support - The DEACOM Label Generator now supports the ability to use GS1datamatrix barcodes.

WMS

Transferring Lots in Pending QC - Lots in the "Pending QC" status may now be transferred between facilities on Inter-Company Transfer orders via the WMS application.

Printing Master Lot Label During Receipt - Now, when receiving a purchase order in which a Master Lot is created the system will generate a Master Lot Label when the user click the option to print the PO Label. Additional information is available via the WMS > Receive PO help page.

Final Staging by Master Lot - In the WMS Application, if a user has the security setting "Inventory - Final Stage by Master Lot", and a Master Lot is scanned or entered manually, The system will ignore any lot filters that have been selected on the form.

Multiple Master Lots Upon Receipt - Users are no longer limited to one Master Lot per Purchase Order during receipt. Now, users may receive each line on the Purchase Order to it's own Master Lot. Additional information is available via the Receiving Purchase Orders page.

Lots Chooser Changes - When issuing to jobs via the WMS > Issue Job transaction, the "Lots Chooser" form will open when two lots with the same part/user lot/system lot number, but different locations, exist as long as the "Show Lot Chooser" dropdown in System > Options is not set to "None".

Scan Quantity when Reserving to Inter-Company Transfers - When scanning a GS1-128 barcode which indicates a quantity of "0", users will now have the ability to specify a quantity before completing the reserve process.

Pre-fill Job Type - The "Pre-fill Job Type" field has been added to the User Groups master record. This field is used to determine the Job Types that will be auto filled when selecting Jobs using the WMS > Issue Job transaction. Options are "Maintenance", "Production", or "All."

De-Issue/Un-Reserve Inventory Types - The "De-issue" and "Un-Reserve" forms in the WMS Application contain a "Type" field which allows users to verify and select the type of inventory lots that will be de-issued or un-reserved. When de-issuing, the options are Job, Master Lot, Staging, or Staging-Job. When un-reserving, the options are Sale, Master Lot, Staging, or Staging-Sale. Additional information on Inventory Types is available via Inventory > Inventory Management.