Deacom 17.00 Release Notes

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

  • Update Runtime - Version 17 includes support for multi-lingual character sets and will require a much longer runtime than typical DEACOM updates. It is recommended to plan the update for a weekend or holiday. Those customers who are installed on version 15.03 will see the longest update times. Those installed on version 15.04 or greater will have less of an impact.

Accounting

  • Journal Entry Description Typing - A new field, "Journal Descrip Type", has been added to Accounting Options. This allows the user to set how the header description in a Journal Entry is applied to the various lines added to the entry. This includes adding the description only to new lines, to all lines, or prepending it to all lines.
  • Reporting on Labor and Burden Costs for Goods Sold - Deacom now supports the ability to report separately on the burden and labor costs of goods sold by adding Labor COGS and Burden COGS accounts on individual Chart of Accounts. If these accounts are utilized, then the "cogslabor" (representing the Labor COGS for shipped lots) and the "cogsburden" (representing the Burden COGS shipped lots) fields may be added to the Profit Detail report grid. Additional information is available via the link in the first sentence.
  • Fiscal Years - When the system does not have a valid financial period set up for the current year, the eCommerce API call for "User/Register" will not commit any data before checking if the fiscal year is valid. If there is no valid fiscal year, the registration process will immediately halt.
  • Cash Flow Report - Cash Disbursements Calculation/Projections - The Cash Flow report logic was updated to check if the lines on un-received purchase orders have different due to dock dates than the header due to dock date, and if so use the line extension for the line as the payable amount grouped in the week of the line due to dock date and will not use the PO header amount.

Inventory

  • Item Master Facility-Level Halt Posting Field - A new flag, "Prevent Inventory Transaction" has been added to the Item Facility form. This allows the user to prevent the specified item from any inventory transactions at the designated facility, such as when starting a Physical/Cycle Count.
  • Select System Lots During Final Staging - The "Lot Number" field on the Inventory > Final Staging form has been renamed to "System Lot" and functionality has been added allowing users to select the specific system lot(s) being staged based on the specific job selected, or the specific user lot selected. This option allows users to more clearly define the exact system lot and quantity being staged when a user lot contains multiple system lots.
  • Copying an Items' Part Forms - A new field, "Copy Part Form" has been added to the Copy Part form via Inventory > Item Master. When clicked, the system will copy all Part Forms from the item being copied.
  • Select Lots in "Staging" When Issuing to Jobs in WMS - Users will now be able to choose/scan inventory that is in the "Staging" inventory segment, similar to the main Deacom application, when using a "Type" of "Staging-Job" in the "Issue Job" transaction in the WMS application.
  • Include Attached Documents When Copying Formulas - A new field, "Copy Attached Documents", has been added to the Mark The Same As form. If this field is checked, the system will copy over any documents that are attached to the Formula that is being copied.
  • Balance of Quantity to Final Stage - A new field, "Balance", has been added to the Final Staging form via Inventory > Final Staging. The field displays the difference between the Formula Required and Staged Quantity, i.e, the amount left to final stage.
  • Unit Of Measure User Fields - User Fields can now be added to Units of Measure via the new "Unit Of Measure" file type via Tools > Maintenance > User Fields.
  • Display Ship Vias on Dock Calendar - The Ship Via option has been added to the Dock Field 1-5 fields in Inventory > Options. This allows the Ship Via method to be displayed in the Dock Calendar Order Blocks.
  • New field on Final Staging - Added Scanned System Lot textbox to the final staging form in order to input the system lot through typing or scanning.
  • Customer Specific QC Status for Pre-Staging Job - The system will now filter the lots that may be selected in the "Customer Specific" option on the Apply Inventory form based on the parent QC specifications when pre-staging to a single header job (via the "Job/Staging" type on the Issue form). This applies when the user is issuing material to job staging for a part that has a customer part with QC.
  • Reserve Sales Order Lot Chooser Modification - The "Automatically Select Location When Selecting Lots in WMS" field has new logic when used in the following scenario: When using the WMS Reserve SO transaction and the user scans a barcode with AI 30 is 0 (Example: "(10)"+ ALLT(fi_userlot) + "(90)" + ALLT(UPPER(pr_codenum)) + "(30)0") , the setting for this flag determines the order that Qty and Location are presented to the user.
    • If this field is checked, the user is expected to first input a quantity, then press Enter to display the Lot Chooser form with the appropriate locations.
    • If this field is unchecked, the Lot Chooser with locations will be displayed immediately, at which point the user may enter/select a quantity.
  • Copy Routing User Fields checkbox - If checked when creating a routing, using the Same As feature the user fields on the routing sequence get copied over. Default to true.
  • Prompt When Moving Lots Below "Quantity Decimals" in WMS - A system prompt, "Please specify a non-zero quantity to move", has been added in the WMS Move Inventory transaction. The prompt is displayed when trying to move inventory using the system option "Quantity Decimals" using unit conversions.

MRP/Forecasting

  • Additional Forecast Grouping - The system now allows the Create Forecast form to pull the bill-to/ship-to customers and facilities into the forecast line. This is performed by selecting the desired checkbox when creating the forecast. More information can be found in Forecasts.
  • Propagate Linked Job Quantities to Lower Level Jobs - The system has been enhanced so that changes made to linked jobs on sales orders will now propagate down to lower level jobs with sub assembly parts, and users can modify the quantities on these lower level jobs if necessary. The new quantities are modified via the Linked Job Adjustment form on the Edit Sales Order form.

Point of Sale

  • Signature Field - The "Signature" button on the Enter Payment form in the POS system has been replaced with a "Signature" field. When data is entered into this field, the system adds the image as a document on the order with a description of 'Signature'. These documents are then saved to the documents database as an attachment on the Sales Order.
  • Document Groups Added to Sales Orders - The "Document Group" field has been added to the sales order form in the POS system. The default value for this field is provided from the Document Group on the selected Ship-To Company. When the "Print Receipt" box is checked on the Enter Payment form, the system will check to see if this field is populated. If it is the system will print the appropriate Document Group. If this field is empty, the system will print the POS receipt as before. This field supports the need to print multiple documents, or copies of the same document, such as when two copies of a receipt are needed when a credit card payment type is used.

Print Outs

  • Enter Values Prior to Printing - Report Variables on Report Layouts and Part Forms have been enhanced to allow users to specify values prior to printing documents. If this feature is utilized, then the Report Parameters form will be displayed, allowing users to confirm default values, or if necessary enter new ones. Users can also specify if parameter entries are required. For additional information on this feature, refer to the Using the Variables feature help section. In addition, five disabled fields (Part Number, Description, Label For, Lot, and Part Form) will display above the parameter input fields. These fields allow the user to see what part/part form they are entering values for.
  • Specify Print Destinations by User - Print Destinations may be defined on a user by user basis and supports scenarios where printing multiple documents on different printers. See the "Allow User Override" field on the Print Destinations page for additional information.

Production

  • AutoFinisher - Reset Scale To 0 and Begin Listening Immediately - A new field, "Reset To 0 Between Finishes in AutoFinisher", has been added to the New Scale Model form. This field is checked by default. If the field is unchecked, the system sets the stable weight to 0 in the AutoFinisher and the scale status to "Listening" immediately after each finish, without waiting for the scale to restabilize at a weight of 0 and begin "Listening" again which is the default behavior. This flag is only available when the "Scale Mode" field is set to "Continuous" and is useful in situations where operators need to weight small items very quickly.
  • Linked Jobs Date Functionality - The "Reset Dates" button was added to the Linked Job Dates form. This button only applies when the job contains a "Subsequent Job". Resets the "New Due Date", "New Planned Start", and "New Planned Finish" dates on this grid with the original (old) values in the "Due Date", "Planned Start", and "Planned Finish" dates on this form. This allows users to change dates on the job they are modifying but keep all other linked (subsequent) job dates as they were. Allows for more flexibility by not requiring subsequent job(s) to be updated to the new dates on the original job.

Quality Control

  • Multiple e-Signatures Per Each Quality Control Test - A new field, "e-Signature Counts", has been added to the Edit Quality Control Group form. The field allows customers to require multiple e-signatures for each QC pass in the system. The features is useful useful for tight quality control processes where an employee and supervisor e-signature is required on QC results. See the link in the first sentence for additional information.
  • E-Signature Approval Counts - The "E-Signature Approval Counts" field has been added to the Edit Quality Control results form. This field allows the option to require, and store, multiple e-signatures when approving QC. If the number in this field is greater than 1, the system will display a signature form, requiring an different credentials, for the number specified in this field. Note: version 17.00.059 enhanced this field further so that the enforcement of different credentials per QC Group only is applied when the value in this field is greater than 1. So, for example: If approving quality control results, and there are two QC groups involved, each with an Approval E-Signature Count of "1" in this field, the same approver credentials can be used to sign off on each QC Group.
  • Require Notes Field Marked in Blue - The "Result Notes" field on the Modify QC Result form will be displayed in blue when the "Require Notes" field is checked for a QC Test on a Quality Control Group.
  • Quality Control Group User Field Values Copied - When using the "Same As" button on Quality Control Groups form, user defined field values, if present, will be copied over to the new created Quality Control Group.

Sales

  • Certificate of Analysis Print Grouping - A new flag, "Print C Of A By QC Group in Document Group", has been added in Inventory Options. This allows users to group together lines when printing a C of A using QC Group IDs.
  • Customer DBA Filtering - Two new fields, "Ship-To DBA" and "Bill-To DBA", have been added in the pre-filter for Customers. This allows users to narrow down search results further by using any potential DBA (Doing Business As) information.
  • Return Lots From Linked SO - A new field, "Return Lots From Linked SO" has been added in Sales Options. This field allows users to make sales returns much easier by selecting specific lots from a linked SO. In addition, when using "Ship All", new logic in place will make sure the oldest lot shipped of the selected negative quantity part numbers will be returned first. More information can be found in Sales Options > Shipping tab.
  • Three new EasyPost Freight options - Fastest Delivery, Lowest Cost and Expression added to Freight Types on Edit Freight Type form. Also added 'Easy Post Expression' memo field which is only enable when Freight Type is set to 'Expression.' Users now have the ability to mass select Easypost shipping type for many orders.
  • EasyPost Email and SMS Notifications - Two new fields, for email and SMS notifications, have been added to the Freight Types form. This fields can be used in conjunction with an existing API endpoint in Deacom to alert customers when an order is shipped using EasyPost.
  • Avalara Tax - International Orders - the AvaTax API was undated to better handle international orders in terms of country code checks. Now, when using Avalara if the country code (sh_country) on the Ship-To record is "US", "USA", or "CA", then the API will send the state code (sh_state). If it is not, then the API will not send the state code (sh_state) and therefore will not cause an issue where the API is looking for state names/codes on international orders.
  • Change Facilities on Inter-Company Facilities When Restricted - A new security permission, "Sales orders -- change facility on ICT", has been added. When this security is set to "Yes", the user will be permitted to access and change the ship from Facility, via the Facility field on the sales order header, on Inter-Company Transfer order types, even though the user is otherwise restricted to a Facility via User Restrictions. When upgrading to version 17.00.033, this security is defaulted to "No", for all users.
  • Third Party Billing Support for UPS - A new field, "Bill This Account", has been added to the Edit Shipping Accounts form via Sales > Customers. If checked, upon label generation during shipment, the system will utilize the necessary third party API call to bill the account in the "Account Number" field on the form.
  • Package Types for UPS - A new field, "Package Types", has been added to the Add Package form, The field defines the pre-defined packages (chart available via Ship help page), primarily for UPS, that will be used for the package on the sales order.
  • User Defined Fields for Allocations Report - User Defined Fields may now be marked as visible and enabled when using the "Layout" button on the Modify Line buttons in the Sales > Allocations/ Simple report. This will allow users to better leverage these types of fields when using the Allocations/Simple report to either schedule or otherwise view the status of orders on this report.

System

  • SSO/SAML authentication - DEACOM now supports the ability to interface, via SAML based authentication, with Okta, and CyberArk. See the Okta, CyberArk, and Azure Single Sign On (SSO) Integrations help page for additional information.
  • External Program History Report - Stack, Message, and Level fields have been added to the External Program History report via System > History / Performance to provide better diagnostic information regarding the execution of External Programs.
  • Approved Devices Replaces Whitelisting - The Whitelist table via System > Maintenance > Whitelist has been renamed "Approved Devices" as of version 17.00.050. In addition, all captions on form, security settings, and prompt were modified to use the words "Approved Devices" instead of "Whitelist".
  • Upgrade Notes - Document Database Shrinking - When upgrading to version 17.00 or higher, the system automatically attempts to optimize and shrink the size of the document database. This is the same feature that was introduced in later 17 versions of Deacom. During upgrading the system may upgrade the document database, but will shrink it back down afterwards.
  • System Option Changes and Triggers - Version 17.00.065 reestablishes the condition where changes to the fields in System Options are immediately available to Triggers without requiring a restart of the automation console or service.
  • FedEX and UPS APIs - In 2024, FedEx and UPS will be discontinuing service of their SOAP API services, and moving forward with their RESTful API implementation. The Deacom FedEx and UPS logic has been updated to use the REST API.
  • FedEx Legacy Credentials - FedEx legacy fields are available on the API tab in Sales > Options to support the shipping dangerous goods and other FedEx scenarios for customers on this version.

Tools

  • Trigger Notes - A note field has been added for Triggers. This allows users to easily keep track of important information that will be maintained through the import/export process.
  • Purchase Order Header User Calculations - The "Re-Calc Until" field is enabled for Purchase Orders, along with its functionality. The "Shipped" option is replaced with "Received" when Purchase Orders are chosen for a user calculation.
  • Dynamic User Assignment for Work Flow Sequences - Work Flow Sequences can now be dynamically assign to a user based on the conditions entered in the new "Assigned User Expression" field on the Edit Work Flow Sequence form. This allows more flexibility than the option of hard-coding a user in the "Assigned User" field of the form.
  • Requiring Multiple E-Signatures - A new field, "E-Signature Counts", has been added to the Edit Work Flow Sequence form. This field allows companies to specify the number (maximum of 9) that will be collected and stored when the given the Work Flow has the "E-Signature Required" checked. When upgrading to version 17.00.028, the system will check for any Work Flow Sequences that have the "E-Signature Required" field checked and insert "1" in this field.

User Interface

  • Cultures - A new field, "Cultures", has been added to the Edit Language form. Defines the culture used with the specified language. The culture selected will enable the system to use the date/time/number formatting generally defined for that culture when printing a sales report or part form. When printing, the date/time/number formatting will follow that of the Culture set for the Language on the Bill-To or Ship-To, depending on which is assigned to the Language field for the report/part form.
  • Drag-able Columns in Grid Layouts - Users are now able to click and drag the column headers in generated grid layouts. This will allow quick and convenient ways to reorder relevant data which can be saved for future instances of the grid on a by-user basis.
  • New security for main app and WMS - "Inventory -- override catch weight item's min and max weight." If set to 'Yes', this allows the user to enter catch weight values outside of an item's min and max weight. When the user inputs values greater than the maximum or lesser than the minimum, a system prompt will appear. Answering 'Yes' to these prompts will continue with the value that was entered; answering 'No' to these prompts will return the user to the catch weight form and will not progress. If the user's security is set to 'No', the system will not allow the user to save on the screen at all.
  • Tooltips available to be throughout the system - Hovering over disabled Numeric/Memo fields will now display tooltip with information just like text fields.