Deacom 15.04 Release Notes

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

Accounting

  • Payment Amount - A new field, "Payment Amount," has been added to the Process Checks form. The field is used as a control to ensure that the amount received for payments is equal to the Total Cash amount indicated on the form. Additional information is available via the link in the first sentence.
  • Purchase Order Payment on Account - Purchase order payments on account now have a separate system option account defined by the value in the "Purchase Order Payment on Acct" field on the Accounts tab in System > Options.
  • Cross-Facility Markup Account - A new account, "Cross-Facility Markup," has been added to the Accounts tab in System > Options and the Accounts tab of the Item Master record. Previously, Inter-Company Transfers and Cross-Facility Orders used the same Transfer Markup account. With this option, Cross-Facility Orders now have their own account. When upgrading to version 15.04, a dxpop entry will populate the Cross-Facility Markup account with the account specified in in the Transfer Markup field. This occurs both in System Options and on individual Item Master records. Users may change these defaults as required.

Business Intelligence

  • BI Pages and BI Datasets - Introduced in version 15.04.003, BI Pages use various data, configured as BI Datasets, to allow graphs and grids to be configured, displayed, and reviewed upon initial login to DEACOM. This functionality replaces Dashboards and is especially helpful in providing executive and management team members with a real-time overview of the business at a glance. Once created and assigned to Users or User Groups, BI Pages are available for display within the main DEACOM application by clicking on the desired BI Page tab under the main DEACOM toolbar. Once a BI Page is open, a user can drill into it to view the information that makes up the graph/grid, allowing users quick access to the information behind their reports.
  • Form Layouts - Introduced in version 15.04.033, the option of defining how drill downs function is available. When modifying a form layout, this option shows all buttons on the current grid as well as the form plus a (Default) option. When an option is selected, if that button exists, is visible, and is enabled at the time the grid is double clicked, that button click will occur instead. For example, a double click can be configured to result in the user being brought to a Modify version of a form rather than a View Detail version. This can eliminate clicks and enhance the logic of using reports, depending on the user and their security access.

Cash Register

  • Void Transactions - The cash register application now allows users to void transactions. When voiding from the cash register, the order will be automatically un-invoiced and un-shipped. See the voiding payments POS section for more information.

CRM

  • Pre-Defined Notes - Pre-Defined Notes are now available for use with CRM Note Types.
  • CRM Note Type Security - CRM Note Type Security has been added to control which User Groups have access to specific CRM Note Types.
  • Contact Notes User Fields - User defined fields are now available for Contact Notes.
  • Contact Note History - A new option, "Contact Note History," has been added to the custom criteria dropdown on the CRM pre-filter.
  • Ticket Categories - Ticket categories can now be defined via CRM > CRM Maintenance > Ticket Categories. The categories are used to define and group sets of tickets that share common characteristics. Note that users can be restricted from viewing tickets based on the Ticket Category to which the ticket is assigned via Ticket Category Security.

eCommerce

  • Hide/Display Product Images on Orders Screen - A new checkbox, "Show Product Images When Ordering," has been added to the General tab of the eCommerce Sites form. If checked, and an item has a product image specified in the "Item Picture" field on the General 2 tab of the item master record, the system will display the product image that currently displays on the orders' page when users are adding items to their cart. If unchecked, no product images are displayed on the orders page.

EDI

  • Modify Existing Sales Orders - Version 15.04 introduces the ability to modify or delete sales order lines during the EDI importing process. See the Configuring Inbound EDI Transactions page for additional information.
  • New Trigger Type - HTTP POST - A new Trigger output, "HTTP POST," has been added to the Edit Trigger Form. If this new output is selected, the Trigger will post to a URL. Additional information is available via the System > System Maintenance > Triggers help page.

Inventory

  • Facility Specific MRP Tab - The item master facility record now contains a separate MRP tab.
  • Facility Part Cross Reference Inclusion in Cycle Counts and Physical Inventory - Implemented in 15.04.042, the "Use Physical Inventory/Cycle Count Settings" allows companies to use the Facility-specific data for cycle counts and physical inventories. If this option is not checked, the Cross Reference will be excluded from the inventory counting process.
  • MRP Total Net < Min or Total Net > Max Display Option - The "Display" field on the MRP Pre-Filter contains a new option, "Total Net < Min and Total Net > Max." When this option is selected, the MRP report return a results where the total net is less than the minimum in any bucket (reorder point) or the total net is greater than the maximum in any bucket.
  • Include or Exclude Credit Hold Orders in MRP - The "Credit Hold Orders" field has been added to the MRP Pre-Filter. This field allows users to include or exclude credit hold orders as part of demand. Useful for customers that frequently ship credit hold orders and want the items and quantity to show up in MRP for ordering purposes and to prevent situations where orders suddenly come off credit hold and they are suddenly short for product.
  • Put Away Rules - Put Away Rules may be used to dictate how inventory can be physically put away in a warehouse. These rules may then be used to automatically determine the nearest suitable Location in which workers can put away a given item. Utilizing the Put Away Rule framework, companies will be able to create a rule for a given Part Number, choose specified Location overrides (if they need to stack an item lower than a Location would normally allow, for instance), specify the sort methodology they wish to use, set Existing Inventory to Same Part Number so that only like parts may go together in a non-empty Location, set Lot Number to Same so that only like Lots may go together in a non-empty Location, etc. More information can be found on Setting up a Warehouse and Putting Away Inventory.
  • Bill of Material Lines Comparison Report - A new report type, BOM Lines, has been added via the "Compare To" button on the Edit Bill of Materials form. The report allows users to compare BOM line quantities between other parts and revisions.
  • Inventory Adjustments User Information - The inventory adjustments report, via Inventory > Inventory Management, can now display the name of the user who performed the adjustment via the login (entered_login), first name (entered_first), and last name (entered_last) fields.
  • Fill Partial Location Option - A new flag, "Fill Partial Location Prior To Empty Location," has been added to the Put Away Rules form. If this flag is checked, the system will check for a location that currently has inventory that meets the Put Away Rule criteria and then use that location first to capacity before trying to fill closer locations.
  • Master Lot Number Generation - Two new fields, "Master Lot # Generation" and "Master Lot Expression" have been added to the Inventory tab in System > Options. These fields are used to determine how master lot numbers will be entered or generated in the system.
  • Issuing and Reserving of Lots Pending QC - Beginning in version 15.04.042, users with the security setting "Inventory -- issue/reserve pending QC lots" set to yes have the option to issue and reserve Lots pending QC within the Apply Inventory form.
  • Cycle Count Pre-Filter Changes - All the fields on the Physical Inventory Forms pre-filter are now available when selecting a Report Type of "Cycle Count" with the exception of the "Print Inactive Items" and "Show Zero Quantity Items" fields. When generating a cycle count, the system will still generate a random group of Parts to count, but users can further filter down the group using the various fields on the pre-filter form.

Mobile Application

  • Printing to PDF - Users now have the ability to print to PDF and have it save locally to the device.

MRP/Forecasting

  • Historical Forecasts - Beginning in version 15.04, historical forecasts may only be created via the "Create Forecast" button on the sales order detail or sales user detail/summary 1-5 reports. Additional information is available via the Creating and Modifying Forecasts page.
  • Inter-Company Transfers - Ship-To and Facility Selection - When creating Inter-Company Transfers in MRP, (via the "Create IC Xfer" or "Auto IC Xfer" buttons) users will now be presented with a list of all Ship-To Companies that have a Transfer Facility matching the Facility selected on the MRP pre-filter. Once the appropriate Ship-To is selected, a list of all Facilities, except the Facility on the pre-filter, is displayed for users to choose the correct shipping Facility.

Production

  • Scale To Quantity "Unit" Field - The Scale To Quantity form now contains a "Unit" field which allows the user to use a unit other than the BOM unit for the part. Additional information is available via the New Job help page.

Purchasing

  • Header User Defined Fields - The purchase order "Header UDF" button, available to view and modify Purchase Order header UDFs from the Receive PO form.
  • 1099s On Individual Purchase Order Lines - Users now have the option to define 1099 requirements on individual Purchase Order lines via the "1099 Form Type" and "1099 Required" fields on the General tab of the Purchase Order Lines form. Additional information in available via the Generating 1099s page.
  • Possession Date - A new field, "Possession Date," has been added to the Enter Invoice Received form. The field is used to indicate the date the purchase order has arrived for domestic orders or the date the purchase order left the country for international orders. If this date is filled in, the system will use it, and not the vendor invoice date, to calculate the date to pay based on the payment terms.
  • Receiving and Master Lots - Beginning with 15.04.030, users can now receive material into an existing Master Lot or create a new Master Lot for a receipt. This means the main app and WMS now function the same regarding receiving and Master Lots.

Sales

  • Ship Vias Methods - Ship Via Methods have been enhanced to allow the setting of specific days of the week that picking, shipping, and delivery may occur. Any Ship Via Method flagged as "Approval Required" on its Fulfillment tab must be added to a Ship-to Company so that it may be considered for use on Sales Orders. In addition, when entering Sales Orders users can now compare the available Ship Vias to use based on the pick, ship, and delivery dates set, via the "Optimize Ship Via" button.
  • Automatic Address Validation - If the "Automatically Validate Addresses" flag is checked in System > Options > Security tab, any time a Bill-to Company, Ship-to Company, or Sales Order is saved, the system will validate the address entered for the record. This validation is done according to the "Service Provider" selected on the Fulfillment tab of the Ship Via Method selected on the record. If no "Service Provider" is selected, the "Default Validation Type" selected in System Options is used.
  • Sales Assignment Categories - Sales Assignment Categories may be assigned to Sales Reps on the CRM Contact, Bill-to, Ship-to, and Sales Order levels. These categories are used to indicate a Sales Rep's role for the customer, such as Lead Rep, Associate Rep, etc., when multiple Sales Reps are used for one record. More information can be found on Managing Customers Using Sales Assignments.
  • Limit 1 Per Customer Promo Type - A new Promotional type, Limit 1 Per Customer, has been added to the Promotions and Discounts page.
  • Restricted Selling Time Intervals and Amounts - Users may define time intervals and amounts to further restrict the selling of certain items to certain customers. A typical example is prescription refills. See Managing Customers Using Restricted Selling Groups for additional information.
  • Header User Defined Fields - The sales order "Header UDF" button, available when viewing the detail of a sales order via the "View Detail" button, has been removed. Header User Defined Fields are now available via the "Modify Info" button.
  • Printing Picklist Date Stamp - A new field, to_prtpick (Picklist printed date) has been added to the system. This date is populated anytime a picklist is printed via Printouts > Picklists. Once a picklist has been printed, a user cannot modify the associated sales order unless they have the security setting, "Sales Orders -- Edit Printed SOs," set to yes.
  • Item Search 1-5 Restricted Selling - The item master search 1-5 fields may now be marked for restricted selling. Additional information on restricted selling is available via the Managing Customers Using Restricted Selling Groups page.
  • Seasonal Sales Orders - A new sales order type, seasonal sales order, has been added. Seasonal sales orders are orders that will be shipped in the future based on an anticipated first due to ship date. The Seasonal Sales Orders report in Sales Order Management allows users to mass update the due to ship date for all seasonal orders filtered on the report. Useful in situations where companies may need to change the due to ship date on large quantities of orders based on changes in production or fulfillment timelines.
  • Sales Territories - Territories have been added via Sales > Sales Maintenance > Territories. Territories allow companies to easily manage multiple sales representative assignments. Additional information is available via the Territories page.
  • Territory Groups - Territory Groups have been added via Sales > Sales Maintenance > Territory Groups. Territory Groups can be assigned to Territories for the purposes of sales and reporting analysis.
  • EasyPost Integration - DEACOM now offers integration with EasyPost. The EasyPost API allows companies to obtain shipping rates in real time and easily generate shipping labels and tracking information during order entry or when shipping orders. Additional information is available via the Using EasyPost help page.
  • Ship/Un-ship Multiple Sales Orders at Once - DEACOM now offers the ability to ship and un-ship multiple orders at once via the "Ship-All" and "Un-ship All" buttons. See the Ship Sales Order and OutBound Inventory page for complete information.
  • Deal Pricing Pre-Filter - A pre-filter has been added via Sales > Sales Maintenance > Deal Pricing to allow users to more easily filter for deals. Users can also also create a a new deal using the "Add" button on the pre-filter.

Security

  • WMS - Allow Putaway Without Physical Scan - If set to "No," users will be unable to select a location on screen and must scan a location when using the Receive Purchase Order and Move Inventory transactions in the WMS application.

System

  • Authentication Methods - DEACOM now offers two additional authentication methods, security questions and email code, besides the existing Whitelist feature. See the Managing Authentication Methods page for complete information. Note: The "Authentication" selection field on the Security tab in System > Options and on individual user records has been replaced with a checkbox field, entitled "Whitelist Authentication." A dxpop entry is run during the update to version 15.04 which will mark this field as true, in both system options and on user records, if the "Authentication" selection field had been set to Whitelist.
  • Sales Representative Restrictions and Work Flows - Sales rep user restrictions will now be used to filter sales order work flows so that only orders with a sales rep assignment that matches the user restriction will be displayed. If the user has no restrictions, the user will be able to view all sales order work flows.
  • Transact in Paypal Test Mode - Beginning in version 15.04.024, the "Transact in Paypal Test Mode" flag has been moved from the Security tab in System > Options and is now located on the Credit Card Processor form. The flag has been renamed to "Transact in Test Mode" and is available when selecting a processor type of Payflow or Moneris.
  • Pinned Columns - Users may pin or freeze columns on report grids via the "Pinned Columns" field on the Edit Grid Layout form. Additional information is available on the Grid Layouts page.
  • Running Scripts via External Programs - Users now have the ability to run Scripts via External Programs. Additional information is available via Using External Programs.
  • Copy User Fields to Backorders - A new field, "Copy to Backorder" has been added to the Edit User Defined Field form. If checked, the value in the user field will be copied over when creating backorders.
  • Added the ability to view and modify Purchase Order header UDFs from the Receive PO form.

WMS

  • Unique UPC Numbers - The "Require Unique UPC Numbers" field has been added to the Inventory tab within System > Options. This field determines if UPC numbers must be unique across different items in the system. This field is checked by default when updating to version 15.4.17.