Deacom 16.04 Release Notes

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

Accounting

  • Financial Statements - The variables "weightsold" and "weightproduced" are available to the financial statement Expression field. These variables store the weight shipped and weight produced for the given financial statement row (accounts) and column (time period) respectively.
  • Void All Checks Button - A new button, "Void All" as been added to Accounting Reporting for the Report Type of "Cash Disbursements Summary". This allows a user with the security setting "Accounting -- void multiple checks" enabled to void all checks at once in the selected report.
  • Accounting Reporting - When 'Receivables Summary / Bill Group' is selected the fields enabled/disabled on the pre-filter is the same as when 'Receivables Summary / Bill-To' is selected with the exception of 'Bill-To Company' being disabled. Selecting 'View Detail' shows the 'Receivables Summary / Bill-To' report for that specific billing group.

Calendar

  • Include in Optimization - A new flag located in Inventory > Maintenance > Routings, that allows users to omit a job from being modified by the Optimize function for the Master Production Calendar. By default this flag is checked, meaning the job will be moved accordingly to the Optimizer function. When unchecked, the job will not be affected and remain in its originally set time slot.
  • Scheduling Concurrent Routing Sequences - Routing Sequences for different Work Centers can now be made concurrent, so that they start at the same time on the Master Production Calendar. This option works when scheduling by the "Earliest Available" or "Latest Available" options, either by the "Schedule By" field on the Job or via the "Optimize" button on the Master Production Calendar.
  • Moving Routing Sequences in Different Work Centers - Moving same-job routing sequences, where one or more sequences in the job are in different Work Centers, users will have the option to move all routing sequences as a group. In this case, users will be presented with the following yes/no prompt: “Would you like to move this job’s routing sequences in this work center to the new work center?” If yes is clicked, the system will only move the sequences on the current work center where the sequence is being moved from for that specific job. If no is clicked, the system will not move all sequences.
  • Scheduling to Work Centers from Shop Schedule Report - Added a Work Centers search box in the Input Job Routing form for Production Reports of type "Shop Schedule". This allows users to adjust scheduling to various Work Centers from this report, making schedule intensive practices much more streamlined as opposed to going solely through the Master Production Calendar.

eCommerce

  • Cancelling Orders - A new API call, "User.OrderCancel", has been added to the eCommerce application. This call can be used to cancel a specified order number.
  • Retrieve Historical User Field Values - A new API call, "/General/GetHistoricalUDFValues, has been added to the eCommerce application. This call can be used to return the historical values for the fields on User Defined Field records.
  • Filtering Orders By Salesman - The Salesman/GetOrder API endpoint is now filterable and paginated with the addition of the following optional parameters: PageNumber, NumberOfItemsPerPage, ReturnAllOrders, OrderByAsc, SortByOrderDate, and OrderNumber.
  • Ordering Items with Zero On Hand - A new flag, "Use MRP For On Hand Quantities", has been added via Tools > Maintenance > eCommerce Sites. If this flag is checked, the On Hand eCommerce inventory is checked to ensure sufficient quantity exists before allowing a customer to add an item to the cart or check out. (An error is thrown if quantity is not sufficient.) This is the default behavior and therefore this box is checked by default. If unchecked, the system will not perform an On Hand check. This allows items to be added to the cart and purchased regardless of quantity available. Useful in scenarios where companies want to know what the customers want so they can be sure to have it next time. To do this they need to have the items on the order, but not fulfill them.
  • eCommerce Sites - New endpoints have been added to eCommerce. "User.CancelSignup" will delete any User Account and CMS User Account associated with the user, as well as deactivate their Bill-To and Ship-To. Optionally, a Salesman can be specified to be deleted as well, if the user was associated with a Salesman entry. "Order.AddLine" adds the quantity of the specified item from the specified order, and "Order.DeleteLine" first checks that the order specified belongs to the logged-in user, ensures that EITHER OrderLineID OR PartID are passed (one or the other), if OrderLineID is passed it removes the order line from the order, if PartID is passed it removes the quantity of the specified item from the specified order. User.GetOrderedParts, "IncludePromoItems". Defaults to TRUE. When true, promo items are included in the response. When false, promotional/freight items are filtered out and are not included in the response. In User.GetOrder, the Shipping Confirmation number is now returned in the response.
  • Cart Reminder Email - When an eCommerce user account has gone idle for longer than the Session Expiration value on the CMS Site Settings, the user will be sent a reminder email about the unpurchased items in their cart. This only occurs if the user has opted into Cart Reminder Emails. The email template sent to the user is configurable in the CMS Site Settings.
  • Cart Reminder Email Minutes - A new field, "Cart Reminder Email Min." has been added to the General tab of the Edit eCommerce Site form. The field defines the number of minutes to wait after an eCommerce user abandons their shopping session before attempting to send a reminder email about their un-purchased items.
  • Wishlist Items - A user's wishlist items can now be stored, and removed, via the use of the new "Wishlist Items" field on the Edit eCommerce Site form when using the User/AddToWishlist, User/RemoveFromWishlist, and User/GetWishlist API calls.
  • Image associated with each ecommerce category - Added a new parameter to the Item.GetEcommerceCategories call: Images . Default is set to FALSE but when this field is TRUE, added ImageIDs will return from the Item.GetEcommerceCategories call.
  • Item Pricing Matrix - A new endpoint, /Item/GetPricingMatrix, has been added which shows a tiered breakdown of all available pricing discounts (Pricing Orders, Deals, Promotions) for a given item at various quantities (Along with accompanying details about that discount).
  • Carts Deleted after 48 Hours of Inactivity - Carts are now deleted from database storage after 48 consecutive hours of inactivity. This is necessary for the prevention of database bloat, as carts were previously stored indefinitely. The user can resume their shopping session at any time within the time limit to reset the 48 hours of grace time before the cart is deleted.
  • New String Property - "Item Classification" - In eCommerce, the following Cart Item fields have been removed: "IsCalcItem", "IsManualTaxItem", and "IsFreightOrShippingItem". They have been replaced with a new string property called "ItemClassification". This is an enum which can contain the following values, which are automatically selected based on the item's type: "Product", "Promotion", "Shipping", "Tax", and "UserCalculation". This change enables the front-end developers to read a consistent node which describes how the item should behave. The "Cart/GetCartItems" JSON has also been cleaned up.
  • Saleable Parts Availability Options - eCommerce Saleable Parts can be now be set with an availability status to allow users to order even if parts are currently not in stock, or to prevent users from ordering specific parts. The availability options are Available, Un-available, and Use On Hand.
  • Retrieve Orders and Generate Customer Statements - A new API, "User/GetStatement", has been added to Deacom eCommerce. In addition, a new parameter, "InclusionFilter", has been added to the "User/GetOrder" API. These enhancements allow eCommerce to generate customer statements in PDF files.
  • Obtain Terms Information - A new endpoint, "Terms/GetData", has been added to the eCommerce application. This call can be used to return the Terms attached to the current user's attached Bill-To record.
  • Credit Check Endpoint - A new endpoint, "BillTo/CheckCredit", has been added. This function call, when called, checks the oldest outstanding order to see how many days it’s past due and check that against the Past Due Days field.
  • Pay On Account Endpoint - A new endpoint, "Bill-To/PayOnAccount", has been added. This endpoint allows eCommerce users to make payments on account for their attached Bill-To record. This performs the same functionality as the Cash Receipts page in the main application.
  • BillTo Credit Card Calls Converted to POST requests - the Billto/AddCreditCard and Billto/UpdateCreditCard calls have been updated to POST requests which greatly improves the security of the transmitted data.
  • Maximum Cart Value - A new field, "Maximum Cart Value", has been added to the Edit eCommerce Site form. This field sets the total dollar amount limit for a single purchase on the eCommerce site.
  • Password Reset Email Expiration - Password reset emails now expire after 30 minutes, and each password reset link is only usable once.

Inventory

  • Location Last Count - A new field has been added to the Location master record via Inventory > Maintenance > Locations. This field displays the date that inventory in this Location was last counted, via the posting of a Physical Inventory Worksheet, at any Facility, regardless of how many Facilities may be linked via the Item Master Facilities tab. The inventory/lots that were counted is based on how the Physical Inventory Worksheet was filtered and then posted. It does not necessarily indicate that all inventory lots in this Location were counted on the date indicated.
  • MRP - A new flag, "Create Separate MRP Inter-Co Xfer", has been added to the Properties tab on the Item Master. When selecting the Create Inter-co Xfer button or the Auto Inter-Co Xfer button from MRP and there are multiple parts selected on the MRP screen, Deacom groups items onto the same Inter-Company Transfer. Other items will be placed onto individual Inter-Company Transfers.

QC

  • QC Results Entry During Job Modification - The "QC Values" button has been added to the Job Entry form to allow users with permission to enter pre-production or during production test results. Additional information on entering QC results for jobs is available via the Entering Production and Stability QC Test Results page.
  • QC Results For Non Stock Parts - The QC Summary and QC Detail reports, available via Production > Job Reporting, will now display QC results for non stock parts where the QC Group is marked as "Do QC After Production."
  • QC Result Entry form - Added saved pre-filters and custom-criteria under the purchasing and job menus. The custom criteria looks at item master file, Quality Control Groups and Quality Control Group tests. Quality Control Tests has been dropped from the requirements.
  • View attachments on the Purchase Order in which the lot was received - 'View Docs' button on the View QC form shows all the document that are assigned to the Orders.

Sales

  • On Hand Quantities Based on Customer Specific QC Specifications - A new option "Item - Customer Specific QC" has been added to the "View" pick list when clicking the "Availability" button on the Edit Sales Order Line form. This option, which will be set by default if the "Cust. Part Number" field is populated, and a QC Group exists for that customer part, results in the On Hand column only displaying the quantity of lots for this item where the QC values meet the minimums and maximums on the Customer Part QC Group.
  • Prompt For Pricing Order - A new flag located in Sales Options that will open a search box on an item line of a Sales Order when more than one Pricing Order is applicable to the item(s). This allows the user to select which Pricing Order they would like to apply to the item.
  • Staging Make To Order Inventory - The option to determine how inventory lots finished on jobs in make to order scenarios has been enhanced. The new "Finish Linked Jobs To" field located on Bill-To/Ship-To records can be used to set finishes to Reserved, Staging, or Inventory. The addition of the staging option was added to offer users the option to perform another confirmation for lots prior to shipping. If using the stating option, lots will need to be final staged before shipment. Additional details are available via the Selling Make To Order Items page.
  • UDFs added to Commission and Rebate Rules - User Defined Fields have been enabled for Commissions and are also available for Commission reporting purposes.
  • Automatic Linking of Sales Order Lines to Purchase Order Lines for Allocation - A new field, "Linked PO Allocatable", has been added to the Properties tab of the Item Master. If checked, and the Facility record on the sales order line containing this item has the "Linked SO Allocation" field checked, then the "Linked PO Allocatable" (or_allocatable) field on the sales order line will be checked by default. Added to support the entry of sales orders via Excel import, EDI, and eCommerce, where this field needs to be set automatically since users will not be able to manually check the field. (Note: When linking multiple sales order lines to a single purchase order, the system will place all inventory to reserved status and reserve to the appropriate sales orders after receiving purchase order.)

Security

  • Tighter Work Flow Approvals - A new field, "Approve By", has been added to the Edit Work Flow Sequence form. This field controls which user, or users, will be able to approve this Work Flow Sequence on records throughout the system. Added primarily to prevent self approval. (i.e. to prevent users from approving Work Flow Sequences for records (Jobs, Sales Orders etc..) that they create.

MRP/Forecasting

  • Isolating Staged Inventory in MRP Reports - A new MRP pre-filter option, "Direct Staging", has been added. The field allows users to have inventory that is staged, particularly when using staging iterations over several days, not display in the +Onhand bucket since these quantities are already used/allocated and not truly on hand.

Printed Reports

  • Print Documents Attached to Routings - The option to print documents attached to Routings has been added to the Document Group master record. When the Routing option is selected in the "Print Attached" field, all documents attached to the Routings linked to the job lines on the selected Job will be printed.

Production

  • Track and report labor hours - A shift field is available on the Payroll Timesheet via Production > Payroll Timesheet.
  • Job Time Entry User Defined Fields - User Defined Fields are now available to the Edit Payroll Timesheet form via the "Payroll Detail" button in Job Reporting and via Production > Payroll Timesheet.
  • 'Make All Master Lots' button added to the Receive Purchase Orders form - If clicked, all catchweights received into the facility will be put into a master lot so they can be moved and picked with WMS. This button creates a unique master lot for each line displayed on the receiving grid. This function also honors grid filtering so the user can do it for only the catch weight items.
  • Scheduling Workers - Scheduling Rules and a new report, Worker Schedule, has been added to support the ability to schedule Workers in Deacom based on details on job routing sequences. Additional information is available via the Scheduling Workers page.
  • Clear All Workers Schedules - A new button, "Clear All Workers", has been added to the Workers Schedule report via Production > Job Reporting. When clicked, the system will remove all workers from the worker schedule assignments on the report.
  • Print Job Labels Per Finished Lot - When using the "Job Labels" button in Production > Reporting, the system will offer users the option to print one label per finished lot and not just the last produced lot as was the case previously.

Purchasing

  • Catch Weights For Transfer and Hold Purchase Orders - If the holding Facility has the "Transfer Hold Lot Control" flag checked, catch weight values may be entered when initially receiving lots on a Transfer and Hold Purchase Order.

Tools

  • BI Categories and BI Category Security - Two new forms accessibly via Tools > Maintenance > BI Categories or BI Category Security. Allows users to create categories for BI Pages that allow for more convenient sorting and grouping. After making an active record in BI Categories, the user can assign new BI Pages to that category. Availability of various users to use certain categories can be managed in BI Category Security.

WMS

  • Move Qty field appears on WMS - Move Qty can be set to visible via System > Maintenance > Form Layouts > Move Inventory > See Move Qty is set to Visible.