The PowerShift 4.20.026 Update

Incremental changes from the initial release of 4.20.025* through the initial release of 4.20.026 are outlined below.

* Some of the changes listed were released as updates to earlier versions

See Features & Enhancements in PowerShift 4.20 for more about PowerShift 4.20.

The names of new programs are preceded by * (asterisk); the parenthetical code that follows each description is a tracking code: PDEVnnnn is the notation for 4.20; P410nnnn indicates the change was also available as an update to PowerShift 4.10.028.

Archive & Purge Programs

  • A new menu, Archives & Purges (ARC), was added to the System Administration menu. It includes archive programs and many purge programs that were previously listed on other menus. (PDEV8928)

  • Archive (i.e., moving data to history files) and purge (deleting data) functions have been improved:

    • Archives/purges can be restarted in the event of a system interruption or power failure.

    •  You can specify how many orders or transactions to archive/purge to manage processing time.

    • An email notification is sent when the process completes.

Programs with these improvements include:

    • GLTX: General Ledger Transaction Purge

    • ICRX: Cost Roll-up History Purge

    • ICX: Cost Change History Purge

    • LTEX: Employee Clocking Purge

    • MHPRG: Material History Purge

    • NEX: AP Transaction Archive

    • OEX: Sales Order Archive

    • PCX: Pricing/Discount/Surcharge Purge

    • PDX: Document History Purge

    • REX: AR Transaction Archive

    • RMAX: RMA Archive

    • SCEX: Sales Commission Archive

    • TEX: Transfer Archive

    • VEX: PO-Receiver Archive

    • WEX: Workorderless Receiver Archive

(PDEV0609)

Lookups

  • BLUSER: User Lookup

    • An option enables you to exclude expired users.

    • The expiration date, printer and auto logon flag were added.

(PDEV9050)

CCR: Customer Credit Report

  • Added month-to-date sales, year-to-date sales, and previous year sales to file output. (PDEV8924)

GMM: GL Account Maintenance

  • The last posted date was added to the accounts list box. (PDEV8848)

IMRB: Move Inventory to MRB

  • A Reference field was added. (PDEV8989)

ITM: Branch Transfer Maintenance

  • The expected ship, expected receipt and supply order number were added to the transfer lines list box. (PDEV8909)

ITSQ: Branch Transfer Inquiry

  • The Header button drills to an inquiry version of Branch Transfer Maintenance (ITM). (PDEV8918)

MOP: Planned Order Maintenance

  • Audit trail tracking is available for changes made in Planned Order Maintenance (MOP). (PDEV8949)

N99P: 1099 Print

  • The program has been updated for the 2022 IRS 1099 form. (PDEV9071)

NCP: Print Checks/Process Payments

  • Returns to the list of batches after a batch is processed rather than exiting to the menu. (PDEV9042)

OE/OQ: Sales Order Maintenance/Inquiry

  • You can now jump to Component Supply-Demand Inquiry (ISDQ) from an order line. (PDEV8888)

OIQ: Sales Order Line Inquiry

  • Quantity on hand was added to the display of configured components. (PDEV8888)

QOE/QOQ: EDI Order/Sales Quote Maintenance/Inquiry

  • You can now jump to Component Supply-Demand Inquiry (ISDQ) from an order line. (PDEV8888)

RBM: Repetitive Billing Maintenance/Inquiry

  • All items or Active items only displays below the customer name based on the new Active items only? program option. (PDEV9066)

RMA/RMAQ: RMA Maintenance/Inquiry

  • You can now jump to Component Supply-Demand Inquiry (ISDQ) from an RMA line. (PDEV8888)

  • Invoice number was added to the RMA lookup. (PDEV8983)

RMASQ: RMA Status Inquiry

  • Invoice number and customer PO number columns were added. (PDEV8984)

RMAX: RMA Archive

  • RMAs are no longer purged; they are archived to RMA history files. (PDEV8979)

RR: AR Invoice Register

  • When run from JOBS, the emailed log includes exception messages (e.g, an order has an open deposit, a shipment cannot be added to the batch) that were previously reported only when the register was run from the menu. (PDEV8503)

RTSP: Print Vendor Shipment

  • "Ship from:" followed by your branch information is printed first; "Ship to:" followed by the vendor's address is printed below it. (PDEV9017)

TIMT: Material Type Codes Maintenance

  • The description field was increased to 30 characters. (PDEV9052)

TIST: Style Codes Maintenance

  • The description field was increased to 30 characters. (PDEV9052)

TISZ: Size Codes Maintenance

  • The description field was increased to 30 characters. (PDEV9052)

UIM/UIQ: User Maintenance/Inquiry

  • A program option enables you limit the display based on the date the user ID expires. (PDEV9041)

UOPT: User Options Maintenance

  • You can now select the User branch field from a list. (PDEV8907)

WCO: Work Center Operations

  • These changes:

    • The wording of the Include closed orders? program option was corrected to Include completed orders? since it applies to orders received complete and not to those closed by a user.

    • When you click Movement, Adjust oper, Tools or Traveler, the program re-checks the order status to make sure it has not changed since the last screen refresh.

(PDEV8846)

WOS: Release Outside Services

  • It was possible to create two POs for a one outside service if it was selected for release on two screens at the same time. The program now re-checks requirements immediately before it creates POs. (PDEV8999)

XM: System Options Maintenance

  • Inventory Control Options:

    • These options customize the field labels of several item attributes (maintained in Enterprise Item Maintenance - IM):
      Field label for item 'size'
      Field label for item 'material'
      Field label for item 'style'
      Field label for item 'color'
      The default label (Size, Material, Style, Color) is used if left blank.
      (PDEV9063)