Activant Prophet 21 Version 12.0: System Administration New Features

Transcription

1 Activant Prophet 21 Version 12.0: System Administration New Features New Features Suite Course 1 of 5

2 This class is designed for System Administrators

3 Objectives Discuss v12.0 System Administration new features Interface Changes Order Entry Redesign New imports Auto Execute Document Links Embedded Crystal Reports Packing list datastream modified to include Hazmat information

4 Objectives Discuss v12.0 System Administration new features Provide a "Save As" RMB option. Copy and Paste Enhancements Warning for large print jobs / tag creations Algorithm for creating alphanumeric terms ids over 99 EDI modifications

5 This course will NOT cover New features in Order Entry, Inventory, Accounting, and Third Party

6 GUI Interface Update

7 Interface Changes New logon splash screen Single window format New navigation Shortcut icons updated Keyword search, new RMB options and resizing Portal Views revamped DynaChange modifications Field chooser adds fields to tabs

8 New Logon Splash Screen

9 Single Window Format Module Menu Item Folder Side Bar Band

10 My Menu My Menu on sidebar Make My Menu show as icons with a RMB on icon bar Choose placement My Menu icons Determine if you d like to see text under icons

11 Navigational Changes Theme options saved automatically for user

12 Navigational Changes View tabs in the top or bottom of their respective panes View upper and lower tabs in single row or multiple row format Search option at bottom of side bar

13 Navigational Changes Open in New Window RMB option available for Bands on Sidebar Lower pane is resizable in all Prophet 21 windows by clicking on series of dots and dragging Windows menu option lists all open windows in application Pop up windows have a transparency setting so data can be viewed on background window Shift + Arrow Up/Down or Scroll Wheel Up/Down

14 Portal Maintenance

15 Portal View Assignment User Maintenance Portal View tab Role Maintenance Portal View tab

16 Portal View

17 DynaChange Modifications Insert and Format menu options Insert text fields, picture fields, computed fields, today s date and enter a group box around fields Formatting options available on the Format menu and shortcut icons available on toolbar New color options available

18 DynaChange Required Field Checkbox Tab Order box allows tabbing on window to be changed Required field checkbox available for input fields Required icon displays in front of field Error message given if required data is not entered Imports, Fast Edits and Pricing Service will not look at user-defined required fields

19 Field Chooser RMB menu, choose Field Chooser Drag and drop field onto current tab

20 Order Entry Redesign Allow information from different tabs in Order Entry to be displayed on Order Entry window Side panel added to Items tab Choice of 5 standard panels and 2 custom panels New grid format for items Allows for easy editing and uniform display of items Full grid mode Grid with panel mode

21 Order Entry Redesign Panels determined by Panel tab in User Maintenance Available panels None (default) Open Values Costs Last Price Paid (if enabled) Ext d Info Custom 1 Custom 2

22 Order Entry Redesign Ext d Info Panel Grid with Panel

23 Import Functionality

24 Accessory Item Import Accessory Item import added to Inventory Imports

25 PO Import via SISM Purchase Orders can be automatically imported via the Scheduled Import Service Manager

26 Import RMAs RMAs can be imported using the sales order import

27 Document Links

28 Auto Execute Document Links Automatically print, fax or linked documents for these transactional documents Order Acknowledgements Packing Lists Quotes RFQs Document printing only applies to links set up in: Customer Maintenance Ship To Maintenance Supplier Maintenance Order / Front Counter / RMA Entry Item Maintenance Shipping Purchase Order Entry

29 Auto Execute Document Links Step 1 Set up documents as Outside Use

30 Auto Execute Document Links Step 2 Set up Customer or Ship To for Printing Outside Use Documents

31 Auto Execute Document Links Suppliers can be set up to automatically send linked documents in Supplier Maintenance

32 Printing Forms via Report Windows Outside use linked documents can print from the report windows for Order Acknowledgements, Packing Lists, and Purchase Orders

33 Integrate External Crystal Reports

34 Setup Setup / System Setup / System / Crystal External Report

35 External Reports Menu Option External Reports option displays on reports menus in modules where reports are associated

36 Miscellaneous Features

37 Miscellaneous Features The packing list datastream has been modified to allow Hazmat information to print for items RMB menu has a Save As option now so that data from reports and data window may be saved to various file formats text, PDF, HTML, etc RMB menu has also been enhanced to allow users to copy and paste protected fields New algorithm for creating terms IDs over 99

38 Warning for Large Print Jobs Maximum Number of Documents setting determines number of documents that will trigger the large print job warning

39 EDI Modifications

40 849 Modifications New 849 Rebate Payment Report 849 document displays reason codes for declined transaction lines

41 849 Accept Rebate Discrepancy Accounting > Accounts Payable > Maintenance > Vendor Maintenance Enable feature by checking Allow import of rebate payments with a variance

42 Variance Application Options Apply to Invoice Line Apply to Newest Invoice Apply to Oldest Invoice Prorate The system applies the received amount to all applicable invoices. It applies the remaining balance to the invoice line that generated the rebate. The system applies the received amount to all applicable invoices except for the one with the youngest invoice date. It applies the remaining balance to that newest invoice. The system applies the received amount to all applicable invoices except for the one with the oldest invoice date. It applies the remaining balance to that oldest invoice. The system prorates the variance across all applicable invoices.

43 Define Variance Define acceptable variance as a flat amount or as a percentage.0000 = no limit Calculate Rebates on RMA s

44 Additional EDI Changes P21 EDI changes for Parker Rockwell Enhancements

45 Summary v12.0 System Administration new features Interface Changes Order Entry Redesign New imports Auto Execute Document Links Embedded Crystal Reports Packing list datastream modified to include Hazmat information Provide a "Save As" RMB option. Copy and Paste Enhancements Warning for large print jobs / tag creations Algorithm for creating alphanumeric terms ids over 99 EDI modifications

46 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation New Features Guides Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com

47 New Features Suite Version 12.0 Accounting New Features Version 12.0 Inventory New Features Version 12.0 Order Area New Features Version 12.0 Third Party New Features