The PowerShift 4.20.037 Update

Incremental changes from the initial release of 4.20.035* through the initial release of 4.20.037 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 (i.e., PDV1nnnn).

General

  • The help system has been improved. In addition to an "easier-on-the-eye" look, buttons on the display (e.g., print, tag as a favorite) provide additional functionality. (PDV10852)

  • The key field (e.g., order number in OE, item number in IM, customer number in CM) is now cleared when you exit a record. To recall the record, press Ctrl + D. This change enables the next and previous functions to work as expected in the sales order maintenance and similar programs. (PDV10848)

  • Column headings were shortened in list boxes where you likely need to narrow the column width to fit more in the display and/or changed so that the significant part of the heading is displayed first. For example, rather than Qty available, the column label may now be Available or Available qty. The list box in Component Availability Inquiry (MOS) is a great example of this improvement. (PDV10686)

Feature: PO Surcharges

  • PO Surcharge Codes Maintenance (TSCP) maintains surcharge codes used in purchasing and accounts payable. [The upgrade creates the PO surcharges file and populates it with the surcharge codes in Vendor Price Maintenance (VMM)].

  • Surcharges entered in Vendor Price Maintenance (VMM) default to the PO line when the item is ordered. PO Maintenance (VOE) allows you to add, change and delete surcharges whether or not a vendor price record exists.

  • The total surcharge prints on the purchase order. Selecting Print surcharge detail? in PO Print (VOP) prints surcharge information for each PO line.

  • When you enter an invoice for a receiver, AP Invoice Entry (NE) displays surcharges from the PO line and calculates amounts based on the quantity paid; surcharge detail can be changed as necessary.

  • If you chose to include the surcharge in the item’s actual cost and your system has Update average/actual costs? selected (in System Options Maintenance (XM) - Inventory Control Options), the system updates the item's actual cost when you run the AP Invoice Register.

(PDV10808, 0854)

Document Management

  • Up to three cc (and one bcc) email addresses are stored in the print queue and document print history files. (PDV10801)

  • Additional controls were implemented to prevent the inadvertent output of documents when a system is in demo mode. (PDV10828)

Lookups

  • BLUV: Vendor Lookup: The vendor's country code was added. (PDV10694)

Sales Reports (OCMR, SAM, SAY, SC, SCOG, SI, SPC, SPCR, SR, SS, SSI)

  • Reporting in different currencies has been improved:

    • If you leave the Convert currency? Program option blank:

    1. the currency code from the shipment header is printed

    2. the margin and margin percent is calculated using the sales and cost in the currency of the shipment

    • If you select the Convert currency? Program option:

    1. the currency code selected in Program options is printed

    2. sales calculations use the conversion rates set up between the shipment currency and the one selected in Program options

    3. cost calculations apply the conversion rates set up between the base currency and the one selected in Program options

    • Added sort and selection options by currency so if you don't convert, you can get separate totals for different currencies. If you opt to convert currency and sort is on, you get one total for the converted currency.

    • Due to their nature, Sales Analysis by Month (SAM) and YTD Sales Comparison (SAY) report in the base currency only.

(PDV10697, 0816, 0831)

* BLC: Bill of Lading Close

  • A new app allows you to close BOLs with no open lines. (PDV10751)

BLM: Bill of Lading Maintenance

  • You can now drill to the order or transfer from the line selection screen. (PDV10775)

* BLQQ: Bill of Lading Summary Inquiry

  • A new inquiry summarizes bills of lading and provides drills to BOL details. (PDV10750)

CHR: Credit Hold Release

  • The History button drills to Credit/Order Hold Remarks (COHR). (PDV10877)

* COHR: Credit/Order Hold Remarks

  • A new app enables you to maintain order hold and credit hold remarks whether or not the order is currently on hold. (PDV10751)

CSI: Customer Service Inquiry

  • The RMAs button lists RMAs for the displayed customer; the Sales quotes button lists the customer's sales quotes. (PDV10730)

EPI: Order Import

  • Supports drag and drop file selection. (PDV10913)

FORC: Forecast Import

  • Supports drag and drop file selection. (PDV10913)

IPSR: Projected Shortages Report

  • The beginning balance reported is the sum of on hand, floor stock and consignment quantities. (PDV10698)

  • New Program option: Include safety stock in demand? (PDV10742)

  • A Program2 options tab enables you to exclude items by item status. (PDV10781)

ISQ: Inventory Status Inquiry

  • Available includes on hand, floor stock and consignment quantities. (PDV10698)

  • The Manufacturing Usage Inquiry (displayed when you click Mfg then Mfg usage) includes the sales order and line associated with the work order if there is demand (i.e., so you know if the Demand button has something to drill to). (PDV10901)

* IVLC: Inventory Valuation Report with Consignment Options

  • Similar to the Inventory Valuation Report (IVL) but with consignment quantity replacing in-transit. (PDV10673)

IVM: Move Consigned Inventory

  • If the preferred vendor's price is zero, the user is prompted and can continue. Previously, movement of zero-price items was blocked. (PDV10700)

* IVMA: Automated Consigned Inventory Movement

  • Moves the quantity needed from consignment to on hand inventory when an item has sales demand (past due through the specified cutoff date) and there is not enough in on hand inventory to fill the demand. (PDV10711)

LEI: Labor Import

  • Supports drag and drop file selection. (PDV10913)

JOBS:  Job Schedule Maintenance

  • The Reset job button clears the Last run dt/time and Job end date/time fields to facilitate testing.  (PDV10711)

MBD: Configured Product Mass Change/Delete

  • An option enables you to change an item's floor stock code in configured product structures. (PDV10708) 

MHI: Material History Inquiry

  • The Material History Inquiry display was improved:

    • Quantity fields are now in the "type" of the transaction (i.e., on hand, floor stock or consignment).

    • Total inventory (on hand + floor stock + consignment) is displayed.

    • The quantity button that toggled between on hand, floor stock and consignment was removed.

(PDV10672)

MHP: Material History Listing

  • The listing was changed for consistency with Material History Inquiry (MHI) changes. (PDV10701)

MRI: Component Requirements Inquiry

  • A consignment quantity column was added; Available includes floor stock and consignment quantities. (PDV1685)

N96P: 1096 Print

  • Branch selection was removed. Rather, fields are populated from the user's login branch and can be changed. (PDV10684)

NC: Vendor Payments

  • Added invoice number, invoice date and due date to the list of invoices selected for payment. (PDV10785)

NCPV: Check Print

  • If the Attention field in the vendor's remit-to address is populated and Print attn? is selected for the payment method batch in Payment Method Batch Maintenance (TAPMB), the attention field is printed below the vendor's address on the check. (PDV10879, 0907)

NE: AP Invoice Entry

  • The Surcharge button enables you to add, delete and change surcharges when you entering an invoice for a PO receipt. (PDV10808)

OC/OCQ: Shipping Confirmation/Inquiry

  • The miscellaneous charge amount is displayed below Deposit in the "totals box" on the header screen. (PDV10877)

OHR: Order Hold Release

  • The Order Hold Release report was improved:

    • An additional Program option: Days late to report as past due

    • Sorting and selection by date wanted

    • Credit limit, order limit, who the customer consolidates to, as well as the customer's current AR balance and the past amount due is printed

(PDV10784)

OPAK: Packing Slip Print

  • When you select Suppress configured product detail, items with Order entry print? selected in Configured Product Maintenance (MBM) will not print; this includes not printing control information for any of the components. (PDV10790)

OSCI: Shipment Commercial Invoice

  • Several Program options were added:

    • Selecting Suppress weight? prevents the unit weight and extended weight from printing

    • Selecting Print blank line for billing weight? prints a blank line next to Billing weight, suppressing printing of the calculated weight from the shipment

    • The Print number of dimension fields? enables up to 10 lines for recording length, width and height to be printed below the Billing weight.

    • Selecting Suppress export declaration information? suppresses the printing of the CCATS and License information.

(PDV10784, 0792, 0855)

OSQQ: Sales Quote Inquiry

  • Program options enable you to exclude quotes on manual hold and credit hold. Cr hld? and Mnl hld? columns are displayed. (PDV10891)

PCM/PCQ: Price Contract Maintenance/Inquiry

  • The Prog opts button added to the contracts list box lets you set the sort order and number of lines displayed per screen. (PDV10810)

PSI: Project Import

  • Supports drag and drop file selection. (PDV10913)

SAM: Sales Analysis by Month

  • Convert currency, Convert to which currency and Select currency exchange date Program options were removed; amounts are in base currency due to the nature of the report. (PDV10831)

SAY: YTD Sales Comparison

  • Convert currency, Convert to which currency and Select currency exchange date Program options were removed; amounts are in base currency due to the nature of the report. (PDV10831)

SI: Sales by Item Report

  • Combined Primary Wh & Primary Bin to a single sort/selection option so that sorting and selection by currency could be added. (PDV10816)

TAPMB: Payment Method Batch Maintenance

  • The Print attn? field controls whether or not the the Attention field from the vendor's remit-to address is printed on checks. (PDV10879, 0907)

SR: Sales Analysis by Sales Region

  • The Enter sales region to use Program option has been improved:

    • Leave blank to use the sales region on the shipment

    • Select Ship-to to use the customer's current sales region (first checks the ship-to for a sales region then checks CM)

    • Select Sls rep to use the first sales rep's current sales region

(PDV10745)

TCUR: Currency Rates Report

  • Improved program prompts and report headings for consistency with Currency Codes Maintenance (TCU). (PDV10744)

TIP: Import Sales Tax Tables

  • Made cosmetic changes to the display for consistency with other import programs. (PDV10050)

* TSCP: PO Surcharge Codes Maintenance

  • Surcharge codes to use for items you purchase have been separated from those used for items you sell. Use TSCP to add and change PO surcharge codes; use TSCM to maintain sales surcharges. (PDV10854)

UIM: User Maintenance

  • User logon field is a password-type field. Clicking the adjacent icon toggles between revealing the actual value and hiding it. (PDV10825)

VOE: PO Maintenance

  • The Surcharges button enables you to add, change and delete surcharges for a PO line. (PDV10808)

* VRRR: RMA Receiving Report

  • Similar to the Receiving Report (VRR) but with additional information and options specific to RMA receipts. (PDV10345)

* VTRR: Transfer Receiving Report

  • Similar to the Receiving Report (VRR) but with additional information and options specific to transfer receipts. (PDV10344)

* WHBXML: Export to XML: Branch Warehouse (T1W2)

  • Exports data from the Branch Warehouse (T1W2) file. (PDV10818)

* WHLBL: Warehouse Label Print

  • Prints warehouse and bin location labels. Warehouse and bin location are barcoded when output to a printer that supports barcodes. (PDV10826)

* WHXML: Export to XML: Warehouse Master (T1W)

  • Exports data from the Warehouse Master (T1W) file. (PDV10818)

* XLUOG:  Lockout Override Group Maintenance

  • Enables you to create a group of users that can access PowerShift during a system lockout. (PDV10639)

XM: System Options Maintenance

  • Document Import/Search Options:

    • Document import dirctory is no longer required and was removed from the display. (PDV10679)

  • Inventory Control Options:

    • Selecting Skip serial entry in Phys Invty? summarizes serialized items in a cycle by item and location in Physical Count Entry (HCE). Rather than having to enter each serial number, the user enters a control total and, if it matches the system count, the item/location is marked as counted. (PDV10607)

  • Order Processing Options:

    • Enable contract creation from quote? controls whether or not contract pricing records can be created in Sales Quote Maintenance (QOE). Clearing this option disables the Contract button in QOE. (PDV10846)

  • Delivery App Interface Options:

    • Options were added to support third-party delivery applications. (PDV10789)