TECSYS Streamline Enterprise System Page 1 of 7

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1 TECSYS Streamline Enterprise System Page 1 of 7 Section 1: Module: A/P Accounts Payable Enhancement to Interface to Scan and Store A/P Invoice Images Module: A/R Accounts Payable > A/P Invoicing.. > A/P Invoice Entry (Images) The interface allowing you to link existing images to A/P invoices has been enhanced to allow you to link a broader range of file types. You can now select any file type, however if the file type selected is unsupported you will receive an error message. Currently the following file extensions are not supported:.bat,.com,.exe,.inf,.msi,.vb. All other file types are acceptable. Accounts Receivable New BR to Age Credit Memos by Issue Date Accounts Receivable > A/R Master Files.. > Customers (A/R Aging) Accounts Receivable > Credit and Collections.. > A/R Aging Report Sales Order Processing > Processing.. > Customer Service Inquiry (A/R Aging) A new Business Rule has been created: AR14 Allow Aging Credit Memo Based on Credit Memo Date. When this business rule is enabled, credit memos are aged based on issue date of the credit note rather than the issue date of the invoice to which the credit note is linked. The A/R Aged Trial Balance and the Customer A/R Aging screen automatically use credit memo s issue date when this business rule is enabled Untag All added to A/R Cash Deposit Slip Account Receivable > Cash Receipts > Cash Receipts Entry (Print Dep Slip) The Untag All functionality has been added to A/R deposit slips when accessed from the Print Dep Slip button on the Cash Receipts Register. (Note: Cash receipts mode must be set to multi-user.) When you click the Tag to Print button on the A/R Deposit Slip screen, the Tag/Untag for Deposit Slip screen opens and displays all unposted deposit slips. We have added an Untag All button to the Tag/Untag For Deposit Slip screen allowing you to flag all deposit slips as printed. The following warning message displays when you click Untag All: Untag All will mark all Deposit Slips as printed. Do you want to continue? Yes/No. This allows you to cancel the request by clicking No or to complete the request by clicking Yes. Module: INV Inventory Bin Location Maintenance Extended to All Bin Locations Inventory > Inventory Master Files.. > Product Code Lookup (Bin Locations) Previously, the bin location fields in the Inventory Warehouse table were increased from 4 to 10. The Bin Location Maintenance program now includes all 10 bin location fields. The Bin Location Maintenance Report also includes the data from the 10 bin location fields. At this time, the sort functionality on the report remains unchanged, i.e. you can only sort the report by the first 4 bin locations. The audit tracking screen now includes all 10 bin location fields. Section 1: 1

2 TECSYS Streamline Enterprise System Page 2 of Progress Bar added when Resizing Large Images Inventory > Inventory Master Files.. > Product Master (Modify Image) When you add a large image to a product in the Product Master and click Save, a progress bar now displays while the Image Resize API converts the image to a size that can be stored. Module: O/P Order Processing Standard Message for Dangerous Goods on Packing Slip Company Setup > Company Info (Std Messages) Dangerous Goods is a new standard message type that is now available on the Standard Messages screen in the From Type field. You can enter dangerous goods messages in multiple languages that will print on the packing slip for products flagged as dangerous goods items Required Date added to Create Order from Quote Entry Module: P/O Sales Order Processing > Processing > Quote Entry (Create Order) We have added the Required Date field to the Order Information screen invoked from the Create Order button in Quote Entry. The date defaults to the system date plus the lead time from the Customer Master, as in Order Entry. You can edit the date as required. You can change the label of this field from Request Date to Shipping Date using BR OP95. Purchase Order Processing Serial Numbers Received Screen has relabelled field Purchase Order Processing > Receiving... > P/O Receiving (Auto-Generate Serial Numbers) In the release, we added the ability to auto generate serial numbers on the Serial Numbers Received screen. The Size field on the Serial Numbers Received screen has been changed to Pad Length. The pad length field allows you to enter the number of zeros you want to pad the serial numbers with using the auto generate option Advanced Product Ranges added to Planned PO Preparation Purchase Order Processing > Processing > Planned P/O Preparation We have added an Advanced Product Range button to the PPP screen that allows you to launch the Product Range and Filters program. The Advance Product Range button launches the Product Range and Filters screen allowing you to invoke planned purchasing by product, product line, sub-category, product group or sub-group ranges. The new ranges will be retained from each user s last PPP session. Product line and product ranges can be entered on both the PPP screen and on the Product Range and Filters screen. Once entered on either screen, the range is automatically updated on the other screen. Section 1: 2

3 TECSYS Streamline Enterprise System Page 3 of 7 Module: Web E-Commerce/WebServices Module Resynchronization of E-Commerce data with Streamline Streamline E-Commerce > Master Files > Web User Accounts (Clear User Cache) Streamline E-Commerce > E-Commerce Default Controls (Clear User Cache) We have added a Clear User Cache button to the Web User Accounts and E-Commerce Default Controls screens. Data is replicated from Streamline to E-Commerce frequently. In order to optimize response times on E-Commerce web sites, web user specific data is stored in cached data tables, and these tables are automatically rebuilt nightly. This data includes: business rule settings, products, web user settings and/or filters. The Clear User Cache button allows you to clear the cached tables on demand for a specific web user or for all web users. In E-Commerce, some discrepancies between the web user s current settings and cached data are automatically detected and corrected, i.e. without using the Clear User Cached button. We have modified the logic used at login to automatically detect and update changes found between Streamline and the web site. For example, if positional changes (not sort order) are made on the Page Display folder for any of the product pages (list, tile, detail or associated) then the system automatically triggers the rebuilding of the cached data table(s). If product filtering changes (BR settings for product status and/or type, product filters for line, sub-category, group and/or sub-group, web user s product inclusion filters) are detected then the system will not utilize the cached data tables, but rather will automatically display the products correctly based on current filter settings. This may impact the processing speed of the web site. In order to avoid processing delays, you can manually trigger the data update using the Clear User Cache button E-Commerce Web Site change to Site Administration page The Reviews option on the Site Administration page of the E-Commerce web site has been updated. (Only site administrators can access this page on the web site.) The Enable Reviews check box and Show Reviews drop list have been added: When the Enable Reviews check box is selected, the review and rating functionality is available to web users. The Show Reviews drop list allows the system administrator to filter the reviews by the following options: Approved and Unapproved (default). If approved reviews is the option selected, the administrator can further search for reviews by product code or approval date. For unapproved reviews, the Approve button is now green and the Delete button is red: Section 1: 3

4 TECSYS Streamline Enterprise System Page 4 of E-Commerce Product Reviews and Ratings When the Review functionality on the Site Administration page of the E-Commerce web site is enabled, the Product Details page includes: An overall customer satisfaction rating based on a five star rating system. The system calculates the average rating to 1 decimal place. A Reviews folder that includes all of the reviews that make up the rating. The label on the folder includes the number of reviews. When the Review functionality is enabled, all customers logged into the web site can write reviews E-Commerce Product Review and Ratings Notification Company Setup > Company Info The Product Review Notification field has been added to the Company Info screen. Enter the address to which notification of new product reviews is sent. You can enter multiple addresses using a semi colon to separate each address. The system will check for new E-Commerce product reviews daily and will send an when a new, unapproved product review is detected. If an address is not entered in this field, no will be sent. Meta Descriptions in Product Publishing Streamline E-Commerce > Master Files.. > Product Publishing.. > Product Publishing On the Description folder, we have added the Meta Description field. The meta description is an HTML attribute that provides an explanation of the contents of a web page. Meta descriptions are used on search engine results pages to provide a preview of the web page. Enter a description of the product in the meta description field. You can enter a maximum of 500 alpha-numeric characters in this field. Enter regular text only. This field has also been added to the import functionality for product publishing descriptions. Section 1: 4

5 TECSYS Streamline Enterprise System Page 5 of 7 Section 2: Custom Modifications (additional charges may apply) Import Product Supplier Quantity Breaks Custom Modifications This custom enhancement created a new interface that would allow the importing of product supplier quantity breaks from a flat (tab delimited) text file. This functionality is gated by custom business rule, Import Vendor Qty Break Pricing Default Print Flags by Customer Setting There is current functionality within Streamline Enterprise Software (SES) that will set the Order Acknowledgement Flag to checked (BR SO # 52) any time any order is printed from within Order Entry. This custom enhancement will override this functionality and facilitate setting the default print flags for Order Acknowledgement and Sales Order at the customer level within the customer master. This functionality is gated by custom business rule, Default Print Flags by Customer Mandatory Review of Required Date in Order Entry This custom enhancement forces users creating orders to review the order s required date upon exiting an order. This functionality is gated by custom business rule, Force to Review Sales Order Required Date Default OFF Allow Access to Restricted Suppliers This custom enhancement will default the Allow Access to Restricted Suppliers flag on the User Maintenance screen to OFF (un-checked). This functionality is gated by custom business rule, Default OFF Allow Access to Restricted Suppliers Extend Sales Order UDF Functionality This custom enhancement will extend the sales order UDF functionality developed previously to quote conversion (standard or web quotes), and orders created via EDI. In addition to this, the selection of sales order UDF coding will be mandatory in ship-to maintenance. Section 2: Custom Modifications 5

6 TECSYS Streamline Enterprise System Page 6 of 7 Section 3: Support Modifications Module: PR Pricing Pricing > Pricing Setup > Export > Import Support Modifications When you use negative discounts in conjunction with the export/import feature, the negatives were being removed. This has been corrected in versions Module: PO Purchase Order Processing Purchase Order Processing > Processing > Planned PO Prep On the 'Supplier' button display window, the Select button was removed because the functionality was not supported on this screen. Module: O/P Sales Order Processing Sales Order Processing > Processing > Order Entry The View button is available and functioning correctly in modify mode Sales Order Processing > Processing > Order Entry The reprint packing slip after invoiced feature was not working under certain conditions; that is now corrected. If business rules S/O 1 and 13 are off and 20 is on, the reprint will now work Sales Order Processing > Processing > Order Entry When business rules S/O 133 and 134 are off the Ship via code entered in quote entry is now validated Sales Order Processing > Processing > Customer Service Inquiry Customer Service Inquiry (CSI) Pricing will now follow same hierarchy as Order Entry when business rule MB 15 use Customer Warehouse instead of User Warehouse for pricing is on. Module: INV Inventory Inventory > Master Files > Product Code Lookup (Supplier Info) The Supplier Info multiple selection screen was missing costs on supplier contracts with quantity break pricing. This is now addressed Inventory > Master Files > Product Code Lookup A new flag Do Not Show Contract Costs on Supplier Info Multiple Supplier Selection Screen has been added to Control File Maintenance, Inventory tab, to allow the user to decide if they want to show lowest cost or FOB cost on the Supplier Info screen. The Supplier Info screen was added in version Inventory > Master Files > Product Code Lookup (Supplier Info) When you invoke the Supplier Info button, the multiple supplier selection screen now displays lines on which the FOB is based on a supplier contract in blue, even when parked on the line Inventory > Master Files > Product Code Lookup Users set up with restrictions against modifying stock types were able to make changes on the Supplier Info screen. This began in version and is now corrected Inventory > Master Files > Product Code Lookup (Search) The Search button was not including products created from Map Import or Template Import. This has been corrected. Section 3: Support Modifications 6

7 TECSYS Streamline Enterprise System Page 7 of Inventory > Master Files > Product Master Module: OTH Other Support Modifications Products created included extra blank spaces in the product warehouse table, which caused problems when extracting the data for use in third party reporting applications such as Excel Query etc. A correction has been made to trim the spaces when products are created Company Setup > Control File Maintenance (Misc folder) Module: AP The Use Streamline Calendar Control flag has been added to the Misc folder allowing you to use the Streamline calendar instead of the MS windows calendar control (mscal.ocx). Accounts Payable Account Payable > Payments > AP Payment Entry (Reset) A data refresh has been added to the Reset button to prevent users from modifying a payment when cheques are printing. Section 3: Support Modifications 7

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