Deacom 16.02 Release Notes

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

CRM

  • Project Milestones - A new tab, "Milestones", has been added to the Edit Project form. The new tab allows users to add Milestones together with target completion dates and notes. (added in 16.02.018)

eCommerce

  • On Hand Quantities - The "Include In eCommerce Inventory" flag has been added to the Sales tab of the Facility master record. If this flag is checked, and you are using the /Item/GetItems or /Item/GetData APIs to gather on hand quantities for items in eCommerce, the system will look for inventory within this Facility.
  • MRP Refresh Minutes - A new field, "MRP Refresh Minutes," has been added to the General tab on the Edit eCommerce Site form. The field determines, in minutes, how frequently Instant MRP reports will be run to update the "Onhand Quantity" field for saleable parts in the eCommerce application.
  • MRP Pre-Filter - A new field, "MRP Pre-Filter" has been added to the General tab on the Edit eCommerce Site form. This field allows the user to apply a pre-filter when running MRP such as processing onhand inventory levels. If no pre-filter is selected, it will default to 6 buckets with a type of "weeks".
  • Item Images and Restrictions - A new API, "/General/GetImages," has been added which returns all images attached to Document Categories specified on the eCommerce site for eCommerce Products, optionally filtered by Document Category Type. Images that are attached to Document Categories on the eCommerce site with a Document Type of "Carousel" will not be displayed if the items these images are attached to are restricted by a Restricted Selling Group on the Ship-To record assigned to the eCommerce user.
  • Require Numbers or Symbols During Password Creation - Two new fields, "Require Number In User Password" and "Require Symbol In User Password" have been added to the General tab via Tools > Maintenance > eCommerce Sites. Users will be required to enter at least one number or symbol if either of these fields are checked when creating passwords in eCommerce.

Inventory

  • Bills of Materials - The Formula Unit, Default Shop Area, Default Job Work Flow, Default Job Category, Substitution Type, Default, and Regulatory Properties are copying over when using the Same As function.
  • Reason Codes - Reason Codes (formerly Adjustment Reasons in versions prior to 16.02) can now be specified when moving inventory in both the main and WMS applications. Reason Codes are maintained via Inventory > Maintenance > Reason Codes.
  • Container - new field added to the Adjust on Hand form, which will auto-fill when coming from a lots report.
  • Converting Units When Moving and Issuing - Users now have the option to display quantities in different units of measure prior to moving and adjusting inventory. The feature is available by selecting another unit of measure in the "Unit" field on the Move Inventory form when moving inventory and on the Select Quantity form when issuing inventory. Once this is done, the system will convert the quantities on the forms to the selected unit of measure. The option is available in the main and WMS applications. The security settings "WMS -- convert from unit when moving" and "WMS -- convert from unit when issuing" control access to this field in the WMS application. The feature is useful for converting quantities on the fly when moving or issuing parts in units other than the stock unit of measure.
  • Default Receive Location Types and Locations - Companies now have the option to specify a default Location Type and Location on both the Item Master and Facility Parts that will be used when receiving items into DEACOM. The selection made in these fields also apply to receiving in the WMS application. The fields were added for companies that may have different default Location Types and Locations based on the transaction being performed.
  • Default Finish Location Types and Locations - Companies now have the option to specify a default Location Type and Location on both the Item Master and Facility Parts that will be used when finishing items in DEACOM. The selection made in these fields also apply to finishing in the WMS application. The fields were added for companies that may have different default Location Types and Locations based on the transaction being performed.
  • Non-Scalable Quantity - new field added to the BOM form. User will see an instance of the part relieved, as expected. The part is only relieved once for any given job, and will not be relieved again if the finished good is created multiple times through that job.
  • Restricted Receiving and Count Units - Users can be restricted to selecting certain units of measure when receiving or counting items in the main and WMS applications. The option is set on a per item basis via the "Restricted Receiving Unit" and "Restricted Count Unit" flags on the Edit Unit form of the Item Master record. Useful in situations where companies want to prevent users from picking any unit of measure in the system.
  • Reserving Ad Hoc Items to Inter-Company Transfers - The ability to reserve ad hoc items to Inter-Company Transfers, previously available in the WMS application, has now been added to the main DEACOM application. Additional information is available via the Shipping and Receiving Inter-Company Transfers page.
  • Substituting Items Within Kitted Parts - When selecting or reserving inventory for sales orders and substituting for an item that is within a kitted part, users can now substitute one item within the kitted part and the system will still allow the other pieces of the kitted part of be reserved/selected normally.
  • Update the security/permissions - The 'Inventory -- move from staging' security setting now enables users to move pre-staged inventory into other inventory types.
  • Adjusting Quarantined Inventory - The "Adjustments" report in Inventory Reporting now allows users the option to view inventory lots in segments other then just "Inventory". The new view options now include Quarantine, Staging, Inventory, and All. The change offers greater viability into adjustments for different inventory segments and also saves users time by allowing adjustments for Quarantine and Staged inventory directly from the Adjustments report.
  • Print Multiple BOMs/Formulas Simultaneously - The "Print" button has been added to the Bills of Material report. When clicked, the Copies to Print form is displayed and the Selection field defaults to "One" representing the selecting record in the report. Users have the option to change the selection to "All" in order to print all records/lines on the report.

Management Reports

  • Regulatory On Hand Report - The "Location Type" and "Location" fields have been made available when running the "Regulatory Onhand" report via Production > Environmental Reporting.

Printed Reports

  • Customer Statement Start Date - The "Date" field on the Customer Statements pre-filter has been renamed "End Date" and a new field, "Start Date," has been added. The addition of the "Start Date" field allows users to define the starting "as of" date the system will use to calculate the balance forward and any sales order or payment information on generated statements.

Production

  • Inputting Production when Issuing - A new checkbox, "Close on Finish" has been added to control form closure after saving the Input Production form. Checkbox only visible when opening this form from Issuing and is checked by default.

Purchasing

  • Drop Ship Purchase Orders - Beginning in version 16.02, quantity changes made on drop ship purchase orders will automatically update the quantities on linked drop shipment sales orders. Likewise, quantity changes made on drop shipment sales orders will automatically update the quantities on linked purchase orders. Additional information on the drop shipment process is available via the Using Drop Ship Purchase Orders page.
  • Facility Specific Order Defaults - The Facilities tab on the Edit Vendor form allows users to set Facility specific order defaults by Vendor. These Facility specific defaults will be used, and not the defaults on the Order Defaults tab, when the specified Facility is selected for this Vendor during Purchase Order entry. This also applies to Purchase Orders created from within MRP. Useful in situations where companies have different purchasing requirements based on the facility that is ordering goods or services.
  • Facility Specific Tax API Settings - The API tab on the Edit Facility form allows users to set Facility specific Tax API Types. These settings will override the defaults set in Sales Options, as well as fall back on this default if the Type is set to 'None'. Users utilizing multiple AvaTax or TaxJar accounts can now use the applicable account per Facility.
  • Print Master Lot Labels After Receipt - Master Lot labels can now be printed after purchase orders have been received in the main application via the "Print Master Lot Labels After Receipt" checkbox on the Receive Purchase Order form.
  • Modify a Vendor - In order to support the European tax system of VAT we added a VAT ID field to the Vendor table.
  • Vendor Part UDFs - Vendor Part UDFs are available to the Order Detail grid. Users can access vendor part UDFs from all PO detail-based grids in addition to customer part UDFs from all SO detail-based grids.

Quality Control

  • Quality Control and Job Issuing - A new field, "QC To Continue," has been added to the Edit BOM Line form. If a QC Test is populated in this field, that test must be performed before items on subsequent BOM lines will be displayed for issuing in the system.

Sales

  • Sales Orders and Linked Jobs - A new field, "Synchronize Job Quantities To Linked Sales Orders," has been added to Sales > Options. If checked, updating the quantity and planned quantity on sales order lines will automatically update the quantity and planned quantity on any linked Line or Header jobs.
  • Allow Backorders When Shipping - A new field, "Allow Backorders When Shipping," has been added to the Item Master record. If checked, the item may be backordered when shipping sales orders provided the Ship-To record on the order is set to allow backorders. If unchecked, this part will not be backordered and the system will not put the remaining quantity from the Sales Order line into the "Backorder" field.
  • Shipping Staged Lots - When selecting a lot in a status of “staging” during the shipping process, via Modify > Select Lots in the Sales > Ship transaction, the system will ship the lot provided the lot is not in the middle of the Final Staging process.
  • Avalara Sales Tax and Using GPS Coordinates to Calculate Rates - The AvaTax/Avalara sales tax integration has been modified to use the longitude and latitude values on the General tab of the Ship-To record, if specified, instead of the Ship-To street address when calculating sales tax rates. One example where GPS coordinates may be used is for oil well sites that would not have traditional street address information.
  • Modify a Bill-To/Ship-To Company - In order to support the European tax system of VAT we added a VAT ID field to the Customer table.

System

  • Favorites and Combined Reports - Auto Export via Email - Favorites and Combined Reports can now be set to auto export via email. Additional information is available in the Auto Export form section of the Management Reporting page.
  • System Reports and Report Security Changes - Version 16.02 makes some significant changes in the reporting areas of the system.
    • Unlimited User Versions of Select System and User Reports - Users now have the ability to create unlimited user versions of select system reports, and existing user versions of these sytem reports, by copying the report's Grid Layout via the new "Copy Grid Layout" button in System > Maintenance > Grid Layouts. Once created, and the proper access given, these reports will be available in the "Report Type" drop down field on various report pre-filters throughout the system. The system reports that can be copied are all those listed via System > Maintenance > Grid Layouts. This option supplements the User Summary 1-5 and User Detail 1-5 reports that were previously available in various reporting sections by allowing users to create additional versions of those reports. It also opens up the possibility to create user versions of other system reports in multiple areas, including Sales, Purchasing, Accounting and Production. Information on creating user versions of system reports/Grid Layouts is available via the Configuring Grid Layouts and Automated Reports page.
    • Grid Layout Security was also introduced to control User and User Group visibility to reports/Grid Layouts in the system. The feature works by restricting access to the Grid Layouts used to generate reports. This replaces all the individual security settings previously used to restrict which reports users can see and also adds the option to restrict other reports in the "Report Type" drop down fields in the system. Users inherit the permissions of the User Group to which they are assigned. Exceptions to the group can be managed at the User level.
    • Upgrade Notes
      • Campaign and Campaign Result pre-filters are enabled when running Standard, Marketing, Contact People, and Contact Notes Details reports.
        • Note: Users can filter based on the date the campaign email was sent.This is enabled by selecting Campaign Date in the Date Based On field in the CRM pre-filter.
      • Previous security is ported. If a user previously had access to a Grid Layout via security, that security is copied over to the new Grid Layout Security form. The Individual security settings previously used to restrict report visibility are also copied over, for each user, to the Grid Layout Security form. For example, the security setting "Accounting -- trail balance", used to prevent a user from seeing the Trail Balance report via Accounting > Accounting Reporting, is no longer available in version 16.02. When upgrading to version 16.02, the user's setting for that security will be set for the "trial" Grid Layout via the "Edit Grid Access" button on the individual user's record.
      • The Grid Layouts associated with the User Summary 1-5 (i.e., Sales User Summary 1) and User Detail 1-5 (i.e., Sales User Detail 1) reports are copied, set to an "All Users" type Grid Layout instead of a "System" type, and have a "u_" prefix added to their name. Any user version of these reports will be preserved when upgrading. Any saved pre-filter settings or favorites that used these old Grid Layout names will get updated to use the new Grid Layout names.
      • The name of the report that will appear in the "Report Type" drop down list is based on the name in the "Title" field on the Edit Grid Layout form. If users had previously set the name of the User Summary 1-5 and User Detail 1-5 reports via System > Maintenance > Captions, they may now need to set the name of the report via the "Title" field.
  • Default Values, Memos, and Search Values for User Fields - Users now the option to set default values, memos, or search values for User Fields. This allows users to define the exceptions rather than having to set all values for all fields. This saves times in setup and can help prevent errors.
  • URL User field type - allows users to create a URL Textbox user field.