The PowerShift 4.20.062 Update

Incremental changes from the initial release of 4.20.037* through the initial release of 4.20.062** are outlined below.

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

** For internal reasons, release numbering jumped from 4.20.037 to 4.20.062; there were no interim updates

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).

Feature: Vendor Prepayment Processing

  • Added tools for managing and automating vendor prepayments made toward purchases before the goods are received. These new programs support the feature:

    • Prepayment Terns Codes Maintenance (NTER)

    • Vendor Prepayment Selection (NPM)

    • Vendor Prepayment Inquiry (NPPQ)

    • Vendor Prepayment Maintenance (NPPM)

    • Vendor Prepayment Report (NPYR)

    • Vendor Prepayments Due Report (VPPD)

    • Vendor Prepayment Schedule (VPPS)

(PDV10928)

General

  • A green checkmark on the Documents button indicates there are imported/archived documents that can be viewed. (PDV10264)

GL Journal and Register Archiving

  • Archived registers and journals are named Reg.xxxxxxxx and Jrn.xxxxxxx on live databases; on demo databases, they have a demo prefix (i.e., demo.Reg.xxxxxxxx and demo.Jrn.xxxxxxxx). This change eliminates the possibility of live files being overwritten by demo files in the event they are inadvertently archived to the same folder. (PDV10867)

APPQ: Pending Approval Inquiry

  • Improved display for consistency with Approvals Signoff (APPV). (PDV11148)

EMX: EIS Calculation

  • When the EIS Calculation is run in background (via EISCLC or JOBS), calculations (e.g., inventory, sales, AP) are launched simultaneously to shorten completion time. (PDV11122)

* GJPRJ: GL Journal Purge

  • Allows GL journals to be selectively purged, provided the period in which they were updated is closed. Optionally, related archived files can be erased as journals are purged. (PDV10148)

IMPORT: Import Data from XML File

  • The Allow new records to be created? prompt controls whether or not new records are created when the import program encounters key field data that does not exist in  the PowerShift file being updated. This option is available when IMPORT is run interactively; when importing via the drop file process, new records are created. (PDV10911)

IMRB: Move Inventory to MRB

  • The handling of configured products controlled by location and/or lot/serial number has been improved to ensure that rejected inventory is tied to the order against which it was received. (PDV11227)

IPSR: Projected Shortages Report

  • Added safety stock to the report. (PDV11080)

  • Added a Program option to specify a planner group and sort and selection by short date. (PDV11132)

IUR: Inventory Usage Report

  • The Program2 options tab enables you to exclude items by item status. (PDV10928)

JOBS: PowerShift Job Scheduler

  • A new field enables a job to run as scheduled on test/demo databases. (PDV11036)

MOS: Component Availability Inquiry

  • The component item's Xref (maintained in IM - Enterprise Item Maintenance) was added. (PDV11079)

* MOSC: Component Availability with Costs

  • The Component Availability with Costs Inquiry (MOSC) is identical to the Component Availability Inquiry (MOS) with the addition of a column that display's the component's unit cost. (PDV11079)

MRB: Rejected Material Disposition

  • You can opt to have vendor quality statistics updated on an MRB transaction created by the Move Inventory to MRB (IMRB) program if you specify the purchase order and line on which the goods were received. (PDV11265)

NM: AP Invoice Maintenance

  • Runtime, Sort, Selection and Program options were added. (PDV11137)

OE/OQ: Sales Order Maintenance/Inquiry

  • The Payment button offers a new option: Auth #. If selected, the program prompts for an authorization number; up to 15-characters can be entered. The field is not validated and is output to the EDI 810 Invoice Header Export (R2EH) file only. (PDV11194, 1254)

OPAK: Packing Slip Print

  • New Program2 option: Output frt address record to EDI file? If selected and the freight address fields are populated in the Shipment Address (O1SB) file, a FRTADR line is output to the EDI ASN Export Address (O2SA) file. (PDV11247)

RDR: Customer Deposit Activity Report

  • Added currency code to the report. (PDV10982)

RP: Invoice Print

  • Authorization number, if entered in Order Maintenance (OE), is output to the EDI 810 Invoice Header Export (R2EH) file. (PDV11254)

  • New Program option: Output frt address record to EDI file? If selected and the freight address fields are populated in the Shipment Address (O1SB) file, a FRTADR line is output to the EDI 810 Invoice Export Address (R2EA) file. (PDV11247)

RPH: Reprint Invoice for Archived Order

  • Authorization number, if entered in Order Maintenance (OE), is output to the EDI 810 Invoice Header Export (R2EH) file. (PDV11254)

  • New Program option: Output frt address record to EDI file? If selected and the freight address fields are populated in the Shipment Address (O1SB) file, a FRTADR line is output to the EDI 810 Invoice Export Address (R2EA) file. (PDV11247)

RTER: Progress Payments Terms

  • Several fields were added to the initial display. (PDV11072)

SI: Sales by Item Report

  • New program option: Use customer's current sales region . (PDV10739)

SLPLN: Supply vs. Demand Report

  • The report and its options were changed to be more useful. (PDV11131)

TAPMB: Payment Method Batch Maintenance

  • The Print attention field enables you to specify where (and if) Attention from the vendor's remit-to address is printed on checks. (PDV10907)

* TCSR: Customer Service Rep Codes

  • Customer Service Rep Codes (TCSR) maintains a new file (T1CSR) against which the customer service rep field (e.g., in CM, OE, etc.) is validated. The upgrade populates the file with CSR codes used in the customer and order files. (PDV10133)

* TPG: Planner Group Codes

  • Planner Group Codes Maintenance (TPG) enables you to create groups of planners to facilitate reporting. (PDV11133)

* VASN: Vendor ASN Maintenance

  • Enables you to record vendors' advanced shipping notices and the PO lines included on the shipment. (PDV10928)

VMRR: Manufacturing Receiving Report

  • New Program option: Print overreceipts only? (PDV11094)

VOE/VOQ: PO Maintenance/Inquiry

  • The Surch/Landed button (displayed when you enter or change a PO line) enables you to review and change surcharges for the PO line. If set up for the vendor and item ordered, landed costs can also be reviewed. (PDV10158)

  • The View ASN button is available if there is an ASN (i.e., entered in VASN) for any of the lines on the PO.  (PDV10928) 

VPRR: PO Receiving Report

  • New Program option: Print overreceipts only? (PDV11094)

VRR: Receiving Report

  • New Program option: Print overreceipts only? (PDV11094)

WPM: WIP Movement

  • You can specify a scrap reason code when you enter good and scrap pieces. (PDV11262)

XDM: Output Device Maintenance

  •  When setting up an email device, you can enter [USER] in the Email field to use the email address from the terminal control record. This eliminates the email dialog popup when outputting and enables a single email device to be shared by multiple users. (PDV10954)

XM: System Options Maintenance

  • Accounts Payable Options:

    • Prepayment method specifies the default payment method for vendor prepayments. (PDV10928)

  • Manufacutring Options:

    • Auto pick from prime location? directs automatic picking to pick from items' primary locations. (PDV11107)

  • See also New System Options.

XPC: Posting Criteria Maintenance

  • Added memo reason code to sales tax posting criteria. (PDV11248)

XQ: System Options Inquiry

  • Executive Information Options:

    • Clicking the Calculations button displays when each EIS calculation was last run and how long it took. (PDV11122)