Deacom 16.00 Release Notes

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

The main menu has been relocated to display vertically down the left-hand side of the screen. Additionally, the main menu text options (Accounting, Sales, Production) have been replaced with visual buttons. Upon initial login, users may configure BI Pages to display by default rather than Previews that may have been previously used. These changes allow a quick and efficient snapshot at the business operations relevant to the individual user and make better use of all screen space available.

Accounting

  • Backordering Orders with Multiple Payment Terms - Sales orders containing a multiple payment schedule can now be set to allow backorders. The feature is enabled via the "Apply Even Pay Schedule To Backorder" field on the Edit Term form via Accounting > Accounting Maintenance > Terms.
  • Billing Group Added to Accounting Management Pre-Filter - The Billing Group field has been added to the Accounting Management pre-filter via Accounting > Accounting Reporting. The field is only available when running the following Report Types: A/R Ledger. Collections, Receivables Detail, and Receivables Summary - Bill-To.
  • Credit Details Report - A new report, Credit Details, has been added to the Accounting Management and Sales > Bill-To/Ship-To Management pre-filters. This report displays the information from the Credit tab of the selected Bill-To Companies. Useful for reviewing credit information on multiple Bill-To Companies at once.
  • Receivables Summary Billing Group Report - A new report, Receivables Summary - Billing Group, has been added to the Accounting Management and Sales > Bill-To/Ship-To Management pre-filters. The report displays a summary of current and future receivables by Billing Group.
  • E-mail Service Charge Invoices - Added ability to e-mail service charge invoices directly from the service charge screen. Users must have access to "Printouts -- invoices" if not, user will receive an "Access denied" system prompt.
  • Forecasts Amounts Added For Financial Statements - A new field, "Forecast," has been added to the Generate Financial Statement form via Accounting > Generate Financial Statements. The field allows forecast amounts from the selected Forecast to be displayed in financial statements when the start and end dates of the statement are within the range of the Forecast and the revenue accounts specified on item master records contained in the Forecast match the revenue accounts specified on the statement line.
  • Specify Work Center Depreciation Posting Date - A new form, "Depreciation Date", has been added to the Work Center form. The form is displayed when clicking the "Post Depreciation G/L button, either from the Work Centers or Edit Work Center form allowing users to specify the specific date that deprecation for the selected Work Center(s) will be posted. This supports the ability to backdate depreciation postings.

Business Intelligence

  • Future Periods For BI Page Graphs - Users can now specify future date periods via the new "Future Periods" field on the Graph Data form when generating graphs for BI Pages. The feature can be useful for companies that wish to see future orders when graphing by a date, for example the Due To Ship date for sales orders.
  • Running BI Data Sets - A "Run" button has been added to the BI Data Sets form via Tools > Maintenance > BI Data Sets to allow users to run a selected BI Data Set.

eCommerce

  • EasyPost Shipping Rates Added To eCommerce - A new checkbox, "Use EasyPost For Shipping Rates," has been added to the General tab via Tools > Maintenance > eCommerce Sites. If this box is checked, the EasyPost API will be used to calculate shipping rates during checkout in the DEACOM eCommerce application.
  • Option to Specify Company Database - A new optional header parameter, DatabaseID, has been added to all eCommerce API calls to support customers with multiple company databases who wish to make API calls to a company database other than their default. If no DatabaseID is provided, the default company database will be targeted.
  • User First Name, Last Name - The first and last name of the user can now be specified on the Users tab of the eCommerce Site. The User/Update API Call can also update these fields.
  • Syncing Documents To eCommerce Server - A new field, "Sync Documents To eCommerce Server," has been added to the General tab of the eCommerce Site form. If this field is checked, documents or images attached to the eCommerce site or item master records defined as saleable on the site will be synced to the eCommerce website. This results in a physical copy of the image or document being saved directly to the website which allows for quick retrieval and display.
  • Sorting eCommerce Products - A sort button has been added to the eCommerce Products tab to allow customers control over how the products will be visible in the eCommerce application. Useful is situations where similar products are available in different sizes example.

EDI

  • EDI Unit of Measure Codes - A new field, "EDI Code," has been added to the Edit Unit of Measure form. The field is used to define the standard EDI code used for Units of Measure.
  • Return Documents Attached to Sales Orders - A new eCommerce API call - User/GetOrderImages has been added that will return any attached documents from the specified sales order(s)
  • Export File Name Change - The system will now use the "Name"(ed_name) field to generate the file name when using the Export button on the EDI Import form.
  • Setting Tax Regions During EDI Import - EDI Imports can now set the Tax Region to a sales order or newly created ship-to or bill-to company. Complete information on this process is available here: Setting Tax Regions on Sales Orders and Customers. The business case for this change is situations where dropship (B2C) orders from a service like Shopify requires creating new Ship-To Customers using the "Lookup or Create" functionality. Due to this, the Ship-To doesn't exist and therefore unable to pull in the Tax Region from the Ship-To.

Financial Statements

  • Financial Statements - A new field, "Footer," has been added to the "Edit Financial Statement" form via Accounting > Accounting Maintenance > Financial Statements. This new field allows users to enter text that will print on Financial statements and is particularly useful for disclosure statements.

Inventory

  • Reserve Inventory From the Available to Ship Form - Users with the "Inventory -- issue/reserve" security permission set to yes may now reserve inventory to sales orders by using the new "Reserve" button in the Available to Ship transaction.
  • Forecast Orders - MRP Filter - A new field, "Forecast Orders," has been added to the MRP pre-filter. The field is used to include or exclude Forecast Sales Orders from the forecast calculation in MRP.
  • Pre-Fill Next In WMS Field - The new "Pre-Fill Next In WMS" field, introduced in version 16.00.072, has been added to the Inventory 2 in System > Options. This field is used to suggest the next Job or Sales Order based on different criteria when opening an issue or reserve form in the WMS application. The options in the field are "None,"' "Sales Orders," "Jobs,' or "Both." This field replaces the "Pre-Fill Next SO & Job In WMS" field and allows users more flexibility. Additional information is available via the link in the first sentence. When upgrading to version 16.00.072 or higher, a dxpop program will run and set the option in this new field to "Both" if the system being upgraded has the old "Pre-Fill Next SO & Job in WMS" flag checked.

Print Outs

  • Line Spacing Option - Line spacing is now available for Part Forms and Report Layouts via the new "Text Spacing" field on the Edit Field form in the Report Designer.
  • Rich Text Formatting - Rich Text is now available for Part Forms and Report Layouts, as well as any other field of type "Text" or "Expression". Supports bold, italics, underline, and strikethrough. Assistance using Rich Text can be found on the Functions and Operators Library page.

Production

  • Restrict Log On To Single Job - A new flag available in Production > Options, an optional restriction that if checked workers can only be signed into/logged on to one job at a time.

Sales

  • Commissions Date Based on Field - A new field, "Date Based On," has been added to the Edit Commission and Rebate form. The field works in conjunction with the start and end dates on this form and is used to determine which sales order date field to filter on when generating commissions.
  • Add Promotion to Backorder - A new field" Add Promotion To Backorder," has been added to the Edit Promotion and Discounts form. This field allows promotions to be automatically applied to backorders created when an order containing the promotion is shipped.
  • Retain Reserved Inventory on Backorders - a new field, "Retain Reserved Inventory on Backorders" has been added to the Order Defaults tab on the ship-to record. This field keeps reserved inventory allocated to backorders created for this ship-to customer.
  • Delivery Time field has been added to the Edit Order Header form -This field indicates the expected time the order will be delivered to the customer location.
  • Total order detail history -The 'Sales History' button from the Edit Sales Order Line window now displays Drop Shipment order detail history in addition to Sales Order detail history.
  • Sales Order Reporting pre-filter - All Sales Order Line User Fields are now available to the Profit Detail report

Scripting

  • User-definable buttons - In 16.00.021, there will be user-definable buttons. Adding a toolbar button with a Control of ToolBarCustomButton will allow you to add a button to any form. Initially clicking the button will not do anything, but scripts may be added to it that will fire on the Click event. The FID's of the buttons are 'Button_CaptionName'.
  • Convert between Javascript and JSON - In 16.00.022, users will have the ability to convert from Javascript to a JSON object and from a JSON object to Javascript using the Convert.ToJSON and Convert.FromJSON functions.

Security

  • Tools Security - Two new security settings, "Tools -- edit BI data sets" and "Tools -- maintenance" have been added via System > Maintenance > Users and System > Maintenance > User Groups.

System Options

  • Captions Removed - Captions previously housed in System > Options (Attribute 1-3, Sales Date 1-5, etc.) have been removed. Instead, all forms, grids, reports, etc. are now designed to use captions with Language overrides.

System Tools

  • Export Reports to Text Files - Users have the option to export reports to text files via the Export Format section on the Edit Grid Layout form. The option is useful in situations where customers need to send information to banks, for example, which generally only accept text files.
  • Copy Information From Grids - Users now have the option to more easily copy information from grids throughout the system. To use the feature, click and drag the mouse to highlight the appropriate data, or use ctrl+a to select all the data in the grid. At this point, ctrl+c maybe used to copy the data into memory for further use.
  • Pre-Defined Notes Added for Project Note Types and Ticket Note Types - Pre-Defined Notes may now be added to Project Note Types and Ticket Note Types.
  • User Versions of Grid Layouts - The word "User" will now be displayed next to the Grid Layout button on the DEACOM Toolbar anytime a user version of a Grid Layout is created in the system.
  • Use Outlook Desktop For Email - A new flag added to the Email Settings form. If checked, MS Outlook Desktop application will open for email.

Tools

  • Report Management - A new menu option, Tools > Report Management, has been added. The new option consolidates the BI Pages, Combined Reports, and Favorites options which were previously located via System > System Maintenance. In addition, Report Management contains a new option called Saved Queries.