Deacom 16.05 Release Notes

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

Accounting

  • FullPayment Credit Card Processor - A new Credit Card Processor, "FullPayment", has been added to DEACOM.

CRM

  • Added option to Print - A ticket report can be printed through the Ticket Summary, Edit Ticket, and View Ticket forms.
  • CRM Project Notes - Added a new option to the Edit User-Defined Fields form giving users the ability to set user defined fields for CRM Project Notes.
  • Project Detail grid - Added a button to the Project Detail report called 'New Ticket'. When clicked, this opens a new Edit Ticket form with the project associated from the highlighted grid row on the Project Detail grid as a project on the ticket.

eCommerce

  • Setting the Due to Ship Date during Checkout - In eCommerce, if the delivery date field on the cart is populated during checkout, that date will be saved on the resulting Sales Order in the Due to Ship ("to_dueship") field.
  • Default Credit Card for Bill-To's - The BillTo/AddCreditCard and BillTo/UpdateCreditCard endpoints now have a parameter called "Default", which allows these endpoints to set a credit card as the default for the customer Bill-To account.
  • eCommerce Products Active Field - A new field, "Active" has been added to the Edit eCommerce Product form. If checked, this eCommerce Product is active and visible on the eCommerce. If the checkbox is set to false, the given item and all of its product variants will not appear in the results for the Item/GetEcommerceParts", "Item/ItemSearch", or "Item/ItemSearchHeader" API calls, essentially make the product not visible on the site.

Inventory

  • View Required toolbar option - Final Staging form now has a “View Reqd” button that behaves the same as the Job Detail form’s “View Reqd” button. This button is only enabled when Type is set to "Job."
  • Master Lot Total Weight During Receipt - A new field, "Total Catch Weight by Master Lot," has been added to the Item Master Properties tab in addition to new system logic which allows customers to specify the total weight of a Master Lot during receipt and also supports the ability to break out the total weight of the Master Lot when reserving. This feature is only available when using the Receive PO and Reserve SO features in the WMS application. Additional information is available via the Creating and Using Master Lots page.
  • Quality Control Groups Work Flow - The Work Flow type of "Quality Control Groups" has been added to the Edit Work Flows form in addition to new system logic which allows users to assign these work flows to QC Groups. This will allow more natural structure and careful procedure to be added into the Quality Control process. Additional information is available via the Quality Control Groups page.
  • Ship via Issue/Reserve - A new button, "Ship Order" has been added to the Issue form, allowing users to very quickly and efficiently ship directly without needing to make an intermediate transaction such as reserving Containers. Additional information is available via the Issue/Reserve page.
  • De-Issue/Un-Reserve to Quarantine - The "Inventory Type" field has been added to the De-Issue / Un-Reserve form to allow users to specify if lots will be returned to "Inventory" or "Quarantine". The security setting, "Inventory - move to quarantine" must be set to yes in order to use this field. This field is useful in situations where materials being de-issued may not be acceptable as good inventory and must be evaluated either by inventory control personnel or QC personnel before being available as good inventory.
  • Physical Inventory - Filtering & Set Adjust To - When applying a filter or advanced filter to the Edit Worksheet form, and the "Set Adjust To" button is selected, the adjustment only applies to those records that were filtered.
  • Prevent Inventory Transactions for Items Currently Being Cycle Counted - The "Automatically Prevent Included Item Transactions" field has been added to the Physical Inventory Forms form. This field allows companies to more quickly prevent inventory transactions then using the alternative option of checking the "Prevent Inventory Transaction" flag on the item master record, either individually, or via the Price Updates Excel feature. Additional information is available via the link in the first sentance.

MRP

  • QC Lead Time Filter - A new field, QC Lead Time, has been added to the MRP pre-filter. The field is only available when using a Report Type of Time -Phased and allows an item's QC Lead Time to be included or excluded in MRP calculations.
  • Using MRP to enter an ICT from one facility to another - When running a facility-filtered version of MRP, and there is a suggestion for an item that is not marked as manufacturable in that facility, DEACOM will not go through the contents of the BOM of this item and won't show demand for the BOM ingredients of that item as it cannot be manufactured in that particular facility.
  • New Date Based On Filters and Past Demand/Supply Included in First Bucket - The "Data Based On" field on the MRP Pre-Filter has been replaced with three fields, "Job Date Based On", "SO Date Based On", and "PO Date Based On" to allow for greater flexibility. In addition, past demand/supply will now be included in the first bucket. This allows for Onhand Material to be accounted for against Indirect Requirements prior to a defined date range. Business Case - When running a time phased MRP report, and executing with no date parameters, MRP compares the Onhand inventory at today vs. all indirect requirements and makes suggestions throughout the buckets as needed. When setting a date range in the future (Ex. Start Date 01/01/21), the Indirect Requirements between today (11/23/20) and the start date are not accounted for vs. Onhand material. Because of this, the Onhand quantity at the start of the date range (01/01/21) is the current onhand quantity. This infers that any Indirect requirement prior to the date range (Ex. Start Date 01/01/21) doesn't matter and thus suggestions vary greatly. Having demand/supply in first bucket allows greater clarity.
  • Linking Related Jobs Created in MRP - A new field, "Automatically Link MRP Jobs", has been added to the Properties tab of the Item Master record. This field is used to link jobs by storing the next job in sequence based on the BOM (for example: one sub-assembly goes into the next until the FG) in the "Subsequent Job" field (jo_seqjob) on the Job Order Entry form. This is in situations where jobs are created in MRP together for an item that has the 'Include Sub-Assemblies In MRP Jobs' field checked, or the items are using the same MRP Group. Additional information is available via the link in the first sentence.

Print Outs

  • Job Picklists - Job Number Expression - When using this field with Job Picklists (including the picklist2 and picklist 3 reports), use TRANS(lj_jobnum, go.jobmask) to have the job number print correctly.
  • Superscript/Subscript tags in Printing.cs - The ability to print up subscript and superscript is enabled by using the following expressions:
    • Subscript - [sub]text[/sub]
    • Superscript - [sup]text[/sup]

Production

  • Added 'New End Date' and 'New Start Date' inputs for use on the optimizer - Current MPC functionality optimizes jobs based on t the date range specified and the ‘Scheduled By’ value is Earliest/Latest Available within the range. If the 'Earliest Available' option is selected, jobs will appear at the earliest available time on the selected New Start Date. If the 'Latest Available' option is selected, jobs will appear ending at the latest time available on the New End Date.
  • Automatic Date Updates for Subsequent Jobs on Jobs Linked to Sales Orders - If a job is linked to a sales order and the linked job contains "Subsequent Jobs", changing the sales order line or sales order header due to ship date will update not only the linked job dates, but also any dates for "Subsequent Jobs." Additional information is available in the "Sales Order" field description on the Job Order Entry page.
  • Added 'All Docks' and 'Dock' as Schedule Types for Availability/Availability Exceptions - As of version 16.05.035, users can select "All Docks" or "Dock" in Availability and/or Availability Exceptions and specify if needed in the search box of all active Docks. This functionality will allow users to properly schedule and accommodate for any specific dock maintenance, outages, or availability issues.
  • Project Job Specific Accounts - A new tab, "Accounts", has been added to the Projects master record. This tab allows Job GL Posting accounts to be linked to Projects specified on a Job. Useful in situations where general WIP and Material Expense costs need to be linked to capital projects. Additional information is available via the link in first sentence.

Sales

  • Sales Tax on Inter-Company Transfers - A new field, "Apply Taxes On Inter-Company Transfers" has been added to the Accounts Receivable tab in Accounting > Options. If this flag is checked, the system will utilize the existing tax logic to look for Tax Regions and zip codes with Tax Regions in order to apply them to Inter-Company Transfers in the same way taxes would be applied to standard sales orders. The DEACOM tax APIs, Avalara and TaxJar, will also add taxes to Inter-Company Transfers if this field is checked. Use Case - Canadian companies are required to apply taxes to all sales. A common practice for contract manufacturers is the requirement to invoice before shipping. At the point of invoicing the AR needs to be posted and the inventory needs to be removed from the books. This process is accomplished by processing intercompany transfer sales order to a ship and hold facility. Any Ship to that has tax set up should process taxes for the ICT sales order.
  • Signature button added to Ship Sales Order form - Opens signature dialog with drawing canvas to capture electronic signatures. When saved, an image of the signature is attached to the sales order with a description of 'Signature', regardless of whether the order gets shipped
  • Re-Calculation Timing Fields - 3 new fields, "Re-Calc Prices On", "Re-Calc User Calcs On", and "Re-Calc Promos On" combo boxes added to the Order Entry tab in Sales > Options. This speeds up the order entry process by allowing the user to set when re-pricing occurs for the various steps between Line Save or Line Form close. The user will also be prompted by text when the order is currently calculating any of these instances.
  • EasyPost Rate Selection Setting - The "Easy Post" field on the Freight Type form has been converted to a pick list with options of None, Order Entry, Shipping, and Both to allow greater flexibility and remove the need to specify shipping rates during order entry and again at time of shipment. Prior to version 16.05 this field was a check box only. If checked, then users will be prompted for the shipping method during order entry and again during order shipment. When upgrading to version 16.05.082 and this box is checked, the system will set the pick list above to "Both". If this box is unchecked, the pick list will be set to "None".
  • Reauthorization of Credit Cards for Back Orders - A new field, "Re Authorize Credit Card on Back Orders", has been added to the Terms record. If this field is checked, the system will re- authorize the credit card used on the original order for any back orders, for the amount specified on the terms. If un checked, the system will create the back order, but will not perform any credit card authorizations against back orders. Additional information is available via the link in the preceding sentence.
  • Reauthorizing Credit Cards during Sales Order Entry/Modification - A new button, "Reauthorize Credit Card", has been added to the Sales - Order Entry form. The button allows users to reauthorize during entry instead of requiring them to run the "Credit Card Authorizations" report in Sales Order Reporting and is particularly useful when processing backorders.
  • Braintree Credit Card Processor - DEACOM now supports the use of the Braintree credit card processor. Braintree is linked with Payflow, and requires an account with Payflow in addition to Braintree credentials.
  • Authorizing Credit Cards for Cross-Facility Orders - An enhancement has been added that will use the Credit Card Processor assigned to the invoicing Facility when authorizing and paying Cross-Facility Orders. If the Invoicing Facility does not have a Credit Card Processor the system will check to see if the Shipping Facility has a processor assigned.
  • Attention To Field Added to FedEx Label - DEACOM will check the User1 field on the Misc1 Tab and use that as the "Attention To" on the FedEx Label. If it is empty, DEACOM will use the best contact for the shipping label, which is either the "Contact Person" on the Sales Order Misc 1 tab, if that contact has a name and phone number, or the Ship-to's "Contact", if that contact has a name and phone number. If neither of these two pieces of information are filled out, the label will use the Bill-To contact name.

Tools

  • E-signatures - DEACOM provides users the ability to have one user logged in, and have Work Flow e-signatures be limited to a specific User or User Group. For workflow lines that require an e-signature, any user that has clearance can sign off on the item. If anyone except the correct User or User Group tries to sign off, they will receive a prompt that they do not have access.
  • Favorites Auto Export - Added three new options to the Auto Export form in Tools > Management Reporting. These tools include "Delimiter" to set how column delimitation is handled on the export, "Include Header" to use the column headers as the first line of the export, and "Include Double Quotes Around Text" to add quotation marks around non-numerical fields. These fields allow the user to have greater control over the look and feel of their exports.
  • Master Lots Report - Added new print master lot label and print all master lot labels buttons to master lots report.
  • Work Flow Reporting - When performing work flow reporting for types of Sales Orders, Purchase Orders, Jobs, or All, cancelled records will no longer appear.
  • User Defined Fields available to the Zip Code, Location, and Location Type table - This functionality specifies a new UDF type of Zip Codes, Location, and Location Type. More information can be found in User Fields.

WMS

  • Warn For Duplicate Scan - A new flag located in System > Maintenance > WMS Form Layouts has been added. This flag, when enabled, will prompt users when they scan a barcode that is identical to the most recently scanned one. This can prevent any accidental scans via WMS Scanner. More details, including what Types it is enabled for, can be found in WMS Form Layout.
  • Default Reserve Location for Total Catch Master Lot Items - The "Default Reserve Location" field has been added to the General 1 tab of the Item Master record and the General I tab of the Item Master Facility tab. This field is used to assign a default Location when reserving to sales orders, only in the WMS application, for items that have the "Total Catch Weight by Master Lot" property flag checked. Default Reserve Locations may be may be specified on Facility parts. In this case, the Facility specific Default Reserve Location will be used when reserving items marked with the "Total Catch Weight by Master Lot" property flag in the selected Facility.
  • Customized Issuing to Maintenance Jobs Setting - A new security setting, "WMS -- allow customized issuing to maintenance jobs", as been added. This allows the user to reserve any scanned/entered part into a job regardless of job number.