Features & Enhancements in PowerShift 4.20

Features, enhancements and modifications made to PowerShift since Release 4.10.028 are described below. The names of new programs are preceded by * (asterisk).

The parenthetical code that follows each description is a tracking code: PDEVnnnn and PDV1nnnn are the notations for 4.20; P410nnnn indicates the change was also available as an update to PowerShift 4.10.028.

The tracking code is followed by the 4.20 update (e.g., 4.20.018) in which the change became available.

See Update 4.20.019 for changes made after PowerShift 4.20.018 and included in 4.20.109.

See Update 4.20.020 for changes made after PowerShift 4.20.019 and included in 4.20.020.

See Update 4.20.021 for changes made after PowerShift 4.20.020 and included in 4.20.021.

See Update 4.20.022 for changes made after PowerShift 4.20.021 and included in 4.20.022.

See Update 4.20.023 for changes made after PowerShift 4.20.022 and included in 4.20.023.

See Update 4.20.024 for changes made after PowerShift 4.20.023 and included in 4.20.024.

See Update 4.20.025 for changes made after PowerShift 4.20.024 and included in 4.20.025.

See Update 4.20.026 for changes made after PowerShift 4.20.025 and included in 4.20.026.

See Update 4.20.028 for changes made after PowerShift 4.20.026 and included in 4.20.028.

See Update 4.20.030 for changes made after PowerShift 4.20.028 and included in 4.20.030.

See Update 4.20.031 for changes made after PowerShift 4.20.030 and included in 4.20.031.

See Update 4.20.033 for changes made after PowerShift 4.20.031 and included in 4.20.033.

See Update 4.20.034 for changes made after PowerShift 4.20.033 and included in 4.20.034.

See Update 4.20.035 for changes made after PowerShift 4.20.034 and included in 4.20.035.

See Update 4.20.037 for changes made after PowerShift 4.20.035 and included in 4.20.037.

General

• Throughout PowerShift, the user interface has been improved and processing has been streamlined. Maintenance screens, inquiries, and listings are better-organized and provide more information. Field labels, prompts, messages and exception reports have also been improved. (PDEV5583) 4.20.016

• If you click Exit when adding a record, you are prompted to discard the record or return to complete entry. (PDEV4764) 4.20.016

• Runtime, Sort, Selection and Program option screens have been improved:

• • The Selection tab is displayed when you enter program options; previously the Runtime tab was displayed.

  • Inquiries allow you to sort on any displayed field(s) and you can set different sort fields for summary and detail displays.

  • Specifying sort order has been simplified in most inquiries.

  • Unnecessary options were eliminated. For example, View option screen first? was removed from the Runtime tab of report programs; the option screen is always displayed before a report runs.

(PDEV6781) 4.20.016

• Selecting from a list by checking a box -- a function used throughout PowerShift to specify orders, invoices, control numbers, etc. -- has been improved:

• • More information is displayed -- and data is displayed in columns so you can take advantage of standard list functions (e.g., reorganizing the columns, changing the column width).

  • Double-clicking anywhere on the line selects/de-selects it; you no longer need to position the cursor in the Sel column.

  • The buttons that drill to additional information and line-related functions are on the main button bar (i.e., you no longer have to click on the long bar of a line to access them).

(PDEV5384) 4.20.016

• Column width in Excel output (via Y device types) is determined by the length of the field. Previously, all columns on the Excel worksheet were adjusted to the Excel default size. (PDEV5376) 4.20.016

• The Show box button has been eliminated as have most toggles (i.e., the information these functions provided has been added to the initial display). (PDEV6708) 4.20.016

• The button that accesses custom fields is User (previously it was User fields). (PDEV6070) 4.20.016

• PowerShift reports and inquiries can be run on mobile devices with Qantel's mobile app. (PDEV5883) 4.20.016

• Master file user fields files can be transferred to related transaction files. (PDEV6089) 4.20.016

• PowerShift reports no longer create an empty spool file or email when there is nothing to print. (PDEV6951) 4.20.016

• An interface automates credit card payment processing. (PDEV7243) 4.20.016

Lookups

• Lookup programs were improved:

• • You can sort by more fields.

  • Clicking Refresh (now an icon adjacent to the Search for field) displays data with sort by field listed first.

  • The Restart at button was removed; simply enter the starting characters in the Search for field and click Refresh.

  • Options displayed by clicking Advanced include sorting in descending sequence.

(PDEV5291) 4.20.016

• You can set the Shipment Lookup (BLUSSO) to sort by invoice date. (PDEV7634) 4.20.016

Document Management

• A Document Search (DSRCH) program finds archived PDF documents that match parameters that you specify. (PDEV5863)

• Several new inquires enable you find documents faster:

• • * DOCI: Document Inquiry lists all documents output; sort and selection options enable you to limit the inquiry to specific dates, documents, devices, etc.

  • * CDI: Customer Document History lists documents output for a specified customer.

  • * VDI: Vendor Document History lists documents output for a specified vendor.

PDEV5477

• Always queue this copy? was added to enable specific document copies to be queued when other copies are processed as an immediate print. The option can be set in document profiles (i.e., CDM, VDM, and TDM) and for copies in Document Output Parameters Maintenance (TDOC). (PDEV6823, P4100676) 4.20.016

• The ability to import and access archived and imported documents was expanded. Look for the Documents button in customer and vendor processing, AP invoice, AR payment, and receiving and inspection programs (as well as in the sales, manufacturing and purchase order maintenance programs where it was introduced in 4.10). (PDEV7021, 7495, 7694) 4.20.016

Notes

• Notes can be imported from a file. (PDEV7209) 4.20.016

• The user interface for transferring notes is improved, enabling selection of notes to transfer by note type. (PDEV7145) 4.20.016

#FILES: Data Dictionary

• Shortened #FILES names of array variables where required so that each element is named the #FILES field name plus .O1, .O2, .O3... (PDEV2098) 4.20.016

• A new Material History Transaction (MH) cross-reference file by transaction type and date was added for custom reports. (PDEV7287) 4.20.016

Audit Trails

• Audit trails for the User Restrictions (PASS1), User Profile (USP1) and User Category (USC1) files are available. (PDEV7419) 4.20.016

Accounts Payable

• The transfer of ACH & positive pay transmittal files can now be fully automated for various banks including Wells Fargo. (PDEV7253) 4.20.016

CHR: Credit Hold Release

• You can now add remarks and release an order from hold in a single operation. (PDEV5537) 4.20.016

CCR: Customer Credit Report

• An option enables you to exclude inactive customers. (PDEV6600, P4100616) 4.20.016

* CCRX: Credit Card Purge

• Purges credit card profiles used by one-time customers that have do not have their own record in Customer Maintenance). (PDEV7317) 4.20.016

CLP: Customer Contact Label Print

• You can print either customers' email or mailing addresses on the single line report. (PDEV5541) 4.20.016

CM: Customer Maintenance

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• One-time cust acct was added to enable credit card payments to be processed for one-time or infrequent customers that are not in the Customer Master (C1A) file. (PDEV7765) 4.20.017

CSI: Customer Service Inquiry

• Clicking Customer inq drills to Customer Inquiry (CQ) . (PDEV5429) 4.20.016

CSM: Customer Ship-to Maintenance

• An Active? field was added. Inactive ship-to addresses can optionally be excluded from the ship-to lookup. (PDEV6320) 4.20.016

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

CSQ: Customer Ship-to Inquiry

• An Active? field was added. Inactive ship-to addresses can optionally be excluded from the ship-to lookup. (PDEV6320) 4.20.016

EIS: Executive Information Summary

• Statistics displayed are for the current date (i.e., the period and year selection options were removed). To view statistics for a past period, use Executive Summary: Past Period (EISP). (PDEV5587) 4.20.016

• A number of changes were made to improve the accuracy of displayed statistics. (PDEV6432) 4.20.016

EMX: EIS Calculation

• EIS statistics calculations can be automated by setting up EIS Recalculation (EISCLC) to be run by the PowerShift Job Scheduler (JOBS). (PDEV6397) 4.20.016

ENQ: EIS Vendor AP Balances

• An option enables you to skip vendors with zero balances. (PDEV0570) 4.20.016

* FPR: Asset Projected Depreciation

• This report shows projected depreciation for assets. (PDEV7718, P4100858) 4.20.016

GHL: Comparative Analysis Listing

• Add Program options Include only balance sheet accounts? and Include only income statement accounts?. (PDEV0896) 4.20.016

* GLTX: GL Transaction Purge

• Purges the General Ledger YTD Transaction (GLYTD) file through a specified date. (PDEV5736) 4.20.016

GHH: Financial Reports Header Maintenance

• Last period budget and Last period actual are available column options for type U (user-defined) reports. (PDEV7677, P410853) 4.20.016

GP: Financial Reports Print

• Beginning period/year and Ending period/year Program options were removed. The program now prompts for calendar dates (date shortcuts can be used) and determines the appropriate starting and ending periods. (PDEV5608) 4.20.016

GTB: GL Trial Balance

• The Enter period for report and Enter year for report Program options were removed. The program now prompts Enter date within the period and uses the entered date or date shortcut to find the appropriate reporting period. (PDEV5608) 4.20.016

HCE: Physical Count Entry

• The Remarks button enables you to enter a 40-character reference or comment about a line. (PDEV7007) 4.20.016

• The Range button enables you to specify a starting and ending serial number to facilitate counting items with sequential serial numbers. (PDEV7827) 4.20.017

* HCQ: Physical Inventory Inquiry

• Displays cycle count history. (PDEV7303) 4.20.016

IM: Enterprise Item Maintenance

• The date the item number was added is now displayed; it is a system-maintained field that cannot be changed. The 4.20 upgrade sets the value for existing items as follows: the field is set to the date in the first Material Transaction History (MH) record for the item. If the item has no MH records, the date is set to the PowerShift installation date. (PDEV6096) 4.20.016

IMHQ: Enterprise Item Maintenance

• When you select a year to display, clicking Std costs displays standard material, labor, overhead and outside service costs by period. (PDEV7383) 4.20.016

INR: Negative Inventory Report

• Program options were improved. (PDEV7887) 4.20.018

IQ: Enterprise Item Inquiry

• The date the item number was added is now displayed; it is a system-maintained field that cannot be changed. The 4.20 upgrade sets the value for existing items as follows: the field is set to the date in the first Material Transaction History (MH) record for the item. If the item has no MH records, the date is set to the PowerShift installation date. (PDEV6096) 4.20.016

* IPVQ: Projected Inventory Inquiry

• Displays projected inventory based on a planning profile. (PDEV7182, P4100773) 4.20.016

IRC: Receiver Maintenance

• The ship via from the RMA is populated for RMA receipts. (PDEV3750) 4.20.016

• The Specify qty for mfg orders option can be selected in User Options Maintenance (UOPT) if you do not want the receipt quantity to default to the open quantity when a manufacturing order is received. (PDEV5803, P4100323) 4.20.016

• Users must have access to program IRR to reverse receivers. (PDEV6393, P4100546) 4.20.016

* IRCM: Receiver Notes Maintenance

• Maintains receiver header and line notes. (PDEV6394, P4100548) 4.20.016

IRI: Receiving and Inspection

• The inspection and stocking functions can be controlled by program restrictions based on user ID (maintained in User Maintenance):

• • Access to IRII enables a user to inspect receipts only

  • Access to IRIS enables a user to stock receipts only

  • Access to IRI enables a user to inspect and stock receipts

(PDEV7874) 4.20.018

ISM: Item Substitution Maintenance

• The Manufacturing use field works with the Allow parent item change in MIM manufacturing system option to control the parent item numbers that can be changed and what they can be changed to. (PDEV6402) 4.20.016

ISMR: Inventory Safety Margin Report

• In addition to expanded sort and selection options, several Program options were added:

• • Include items with zero safety stock? (PDEV6431, P4100555) 4.20.016

  • Exclude safety margins GT zero? (PDEV6431, P4100555) 4.20.016

  • Enter add'l allowance (as % of sfty stk) (PDEV6442, P4100584) 4.20.016

ISR: Inventory Sales Report

• The Enter current period and Enter current year Program options were removed. The program now prompts Enter a date within the period to report and uses the entered date or date shortcut to find the appropriate reporting period. (PDEV5608) 4.20.016

IVLR: Inventory Valuation by Location

• Program options were added to limit the report based on cost, quantity and item status code. (PDEV7260) 4.20.016

JOBS: PowerShift Job Scheduler

• The PowerShift Job Scheduler can launch a job to perform cleanup functions (e.g., terminate partitions of users who failed to log out, clear rouge partitions). Contact helpdesk for assistance in setting up a *PI job stream. (PDEV6041, P4100406) 4.20.016

• The report description specified for the job stream sequence is used as the subject line in emailed output. (PDEV6048) 4.20.016

* LAHR: Employee Labor Accumulated Hours Report

• Calculates employees' accumulated hours. (PDEV6440) 4.20.016

LBP: Employee Badge Print

• A new Program option: Exclude inactive employees? (PDEV5861, P4100335) 4.20.016

LPR: Labor Entry Register

• A crew indicator (L for leader and M for member) column was added. (PDEV6027) 4.20.016

LRTE: Barcode Labor Entry

• Enabled the calculation and reporting of bonuses. (PDEV5962, P4100383) 4.20.016

• The new Setup employee required? Program option forces the entry of a setup employee number. (PDEV6671, P4100629) 4.20.016

LSL: Employee Listing

• Lists employee information (e.g., name, address, job title) only. Accumulated hours are calculated by Employee Labor Accumulated Hours Report (LAHR). (PDEV6440) 4.20.016

MBM: Configured Product Maintenance

• The Bill test button checks for duplicate part designators within a configured product structure. (PDEV7397) 4.20.016

MCP: Capacity Requirements Planning

• Capacity Requirements Planning can be run by the PowerShift Job Scheduler (JOBS); to enable running by JOBS, output device and erase work files Program options were added. (PDEV6254) 4.20.016

MCR: Standard Cost Rollup

• The user interface was improved to enable the program to be run by the PowerShift Job Scheduler (JOBS). (PDEV6144) 4.20.016

* MCRPS: Cost Rollup for Pseudo Items

• Updates the unit cost of pseudo (order code of 0 and bypass code of 1) items along with the accumulated material, labor, overhead, and service components of the unit cost. (PDEV6528) 4.20.016

MFP: Finished Goods  Planning

• Errors listed at the end of the report are also sent to the E-mail for mfg order notification specified in System Options Maintenance - Manufacturing Options. (PDEV7137) 4.20.016

MIC: Multi-Level Cost Report

• A Program option enables you to replace incremental material cost with the item's base year, loaded or user-defined cost.  (PDEV5997, P4100400) 4.20.016

MIM: Manufacturing Order Maintenance

• The Pre-assigned button was eliminated; use the Ctrl info button. (PDEV6364) 4.20.016

• If you change an order's operational routing, you have the option to recalculate operation start dates. (PDEV5874, P4100364) 4.20.016

• Q-Info support was added to enable a window of user-specified information to be displayed when a manufacturing order is added or changed. (PDEV6451) 4.20.016

• Sales order demand and S/O line fields were added; entries in these fields are not validated. (PDEV7747) 4.20.017

• The Demand button allows you to create links to demand from manufacturing orders and transfers. (PDEV7764) 4.20.017

MJR: Manufacturing Order Status Summary

• Program options to print manufacturing order and component notes as well as notes from link purchase and sales order lines were added. (PDEV0626) 4.20.017

MJS: Manufacturing Order Cost Report

• Program options to print manufacturing order and component notes as well as notes from link purchase and sales order lines were added. (PDEV0626) 4.20.017

MLT: Accumulated Lead Time Calculation

• The Accumulated Lead Time Calculation program can be run by the PowerShift Job Scheduler (JOBS); to enable running by JOBS, output device and erase work files Program options were added. (PDEV6254) 4.20.016

* MOCDR: Manufacturing Order Component Demand Report

•  Summarizes open manufacturing demand and compares it to available inventory. (PDEV6926) 4.20.016

• Added an option to limit the report to orders that have been picked. (PDEV7841) 4.20.017

MOOL: Open Manufacturing Order Listing

• The Exclude open mfg orders? Program option was changed to Include closed mfg orders?; an option to include history was added. (PDEV5562) 4.20.016

MOOQ: Open Manufacturing Order Inquiry

• The Exclude open mfg orders? option was changed to Include closed mfg orders?; an option to include history was added. (PDEV5562) 4.20.016

* MOQ: Planned Order Inquiry

• An inquiry version of Planned Order Maintenance (MOP) is available. (PDEV7182, P4100773) 4.20.016

MOSL: Component Shortage Report

• A Program option lists open manufacturing supply orders for short components. (PDEV1648) 4.20.016

MPD: Priority Dispatch Report

• The Priority Dispatch Report can be run by the PowerShift Job Scheduler (JOBS); to enable running by JOBS, output device and erase work files Program options were added. (PDEV6037) 4.20.016

• An option enables you to skip printing operations that are 100% complete. (PDEV5544) 4.20.016

MPR: Order Release Preparation

• The program has been standardized to use Program options. (PDEV7532) 4.20.017

MPRL: Order Release Selection Report

• New Program option: Print configured component selections? (PDEV7377) 4.20.016

• New Program option: Print customer number and name? (PDEV7438) 4.20.016

MPS: Bill of Material Maintenance

• A component's status is highlighted if it is not active (i.e., Item status in Enterprise Item Maintenance is not 0). (PDEV7382, P4100807) 4.20.016

* MPS: Bill of Material Inquiry

• An inquiry version of Bill of Material Maintenance (MPS) is available. (PDEV0947) 4.20.016

MRB: Rejected Material Disposition

• Entry of disposition details for controlled items has been improved. (PDEV5637) 4.20.016

• The handling of vendor returns has been improved when a unit of measure conversion is required. (PDEV6450, 7658) 4.20.016

* MRBDL: MRB Disposition Listing

• Prints a report of MRB dispositions. (PDEV6040, P4100437) 4.20.016

MRBL: Rejected Material Listing

• A Program option enables you to include notes from MRB tags. (PDEV7995) 4.20.018

MRBLC: Rejected Material Cost Listing

• A Program option to enables you to exclude rejected consignment inventory. (PDEV6331, P4100518) 4.20.016

MRP: Material Requirements Planning

• Errors listed at the end of the report are also sent to the E-mail for mfg order notification specified in System Options Maintenance - Manufacturing Options. (PDEV5602, P4100760) 4.20.016

MRR: Order Release

• When you click Release, you can specify that orders be released to a remote manufacturing branch. (PDEV6178) 4.20.016

MSP: Shop Paper Print

• A Program option to enables you to print routing operation start dates. (PDEV6383, P4100547) 4.20.016

• A Program option to enables you to suppress printing of routing operations. (PDEV6472, P4100571) 4.20.016

MSPK: Consolidated Picking List Print

• A Program option, if selected, prints barcoded component item numbers. (PDEV6814) 4.20.016

MUA: Material Usage Maintenance

• An advisory message displays if you add a component to a rework order and tie it to an operation that is not on the order. A prompt lets you choose to add the component with or without the operation sequence or not add the component. (PDEV6420) 4.20.016

• The Obligate button on the order header screen obligates all available components. (PDEV7651) 4.20.016

•  Sales order demand and S/O line fields are displayed. (PDEV7747) 4.20.017

MUQ: Material Usage Inquiry

• Sales order demand and S/O line fields are displayed. (PDEV7747) 4.20.017

MXR: Manufacturing Expedite Report

• A Program option, applicable only when outputting to a file, enables you to use the item description from the first sales order line for a given demand date instead of the item description from Enterprise Item Maintenance (IM). (PDEV5925, P4100356) 4.20.016

• The report is no longer limited to "make" (M/B/K code M) items. (PDEV6057, P4100419) 4.20.016

N99P: 1099 Print

• The Select 10999 type Program option lets you choose which 1099 form to print. (PDEV7566, P4100831) 4.20.016

NBC: Bank Reconciliation

• The Print button was removed from the list of cleared items screen; Bank Transaction Audit Listing (NBCL) provides this functionality. (PDEV5844) 4.20.016

• Transaction type G (general journal) was added to record a charges and credits that do not post to GL. (PDEV7791, P4100863) 4.20.017

NC: Vendor Invoice Payments

• Invoice selection has been streamlined:

• • The All button enables you to select all invoices or all invoices for a given vendor.

  • When selecting invoices in an alternate (i.e., non-check) payment batch, you can specify a default payment date.

(PDEV5385) 4.20.016

• You can enter a reference of up to 30-characters for on-account transactions. (PDEV6773, P4100649) 4.20.016

NCP: Check Print

• You can specify a different check date when you reprint checks. (PDEV7659) 4.20.016

NE: AP Invoice Entry

• A Landed cost type field was added to support expanded landed cost reporting. Invoices for landed costs are entered like other vendor invoices, eliminating the Landed Cost Entry (NLCE) program. (PDEV6899) 4.20.016

• If inventory is not interfaced to GL, you can maintain (and delete) the MRBCREDIT and RETPURCH batches. (PDEV6223, P4100486) 4.20.016

• If you change the invoice date on a previously entered invoice, the program prompts to recalculate the discount and due dates. (PDEV7753) 4.20.016

NI: AP Inquiry

• The Notes button enables you to view notes entered in AP Invoice Maintenance (NM).. (PDEV7236) 4.20.016

NMO: On-Account Payments Application

• The user interface was improved to better track the application of on-account payments. (PDEV7236) 4.20.016

NRA: AP Distribution Report

• A Program option enables you include all transactions on invoices that reference a selected account. (PDEV6457, P4100562) 4.20.016

OC: Shipping Confirmation

• Non-dollar freight details (e.g., ship via, tracking number) can be updated after a shipment is invoiced. (PDEV5529, P4100586) 4.20.016

* OCCQ: Credit Card Order Inquiry

• Lists sales orders that have a credit card specified for payment. (PDEV7279) 4.20.016

OE: Order Entry

• The Copy order button copies all lines from an existing order into the current order. (PDEV7349) 4.20.016

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• Q-Info support was added to enable a window of selected notes and/or user fields to be displayed when a sales order header is entered or changed. (PDEV6700) 4.20.016

• The actual quantity per for the configured product's modular component is now saved and is used when making line quantity changes. (PDEV0857) 4.20.016

• Unique routing revision levels for configured products are supported in sales. (PDEV6593) 4.20.016

* OFP: Order Freight Pickup

• Updates freight details received through the manifest interface for ship via codes with Hold for manual update? selected in Ship Via Maintenance. (PDEV5872, P4100338) 4.20.016

OHR: Order Hold Release

• You can now add remarks and release an order from hold in a single operation. (PDEV5537) 4.20.016

OIQ: Sales Order Line Inquiry

• A Program option enables you specify if extended amount, weight and volume are calculated based on the ordered, open or shipped quantity. (PDEV5951) 4.20.016

OL: Sales Order Listing

• Customer PO number was added; to accommodate it, the listing is now in landscape orientation. (PDEV0673) 4.20.016

• An option to exclude discounts was added. (PDEV4106) 4.20.016

OPAK: Packing Slip Print

• Order source type (e.g., S/O, QUO, EDI) was added to EDI output. (PDEV6971) 4.20.016

OPK: Picking List Print

• A Print supply info? Program option was added. (PDEV7939) 4.20.018

OPS: Acknowledgment Print

• Added original quantity ordered to EDI 855 LINE record. (PDEV6812) 4.20.016

• Order source type (e.g., S/O, QUO, EDI) was added to EDI output. (PDEV6971) 4.20.016.

• A Print discount percent? Program option was added. (PDEV7918) 4.20.018

OSIQ: Shipment Lines Inquiry

• The Header button, available for sales order shipments, drills to Shipping Confirmation Inquiry (OCQ). (PDEV6711) 4.20.016

OSS: Order Shipment Selection

• An option to skip the obligation of configured products was added. (PDEV7502) 4.20.016

* OSSR: Sales Scheduling Report

• The Sales Scheduling Report lists open sales order lines and associated supply orders. (PDEV7913) 4.20.018

* QBCI: Sales Quotes By Customer By Item

• Displays a list of items quoted for a customer. (PDEV6575) 4.20.016

QOE: EDI/Sales Quote Maintenance

• The Copy order button copies all lines from an existing sales order or quote into the current quote. (PDEV7349) 4.20.016

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• You cannot select One-step order? when you transfer an order that includes a configured product. (PDEV4863) 4.20.016

• Unique routing revision levels for configured products are supported in quotations. (PDEV6593) 4.20.016

* QP: Sales Quote Summary

• Prints an in-house summary of quoted configured products. (PDEV7128) 4.20.016

QPS: Quote Acknowledgment Print

• Order source type (e.g., S/O, QUO, EDI) was added to EDI output. (PDEV6971) 4.20.016

* QRTM: Sales Quote Routing Maintenance

• Maintains the operational routing of configured products that were quoted (i.e., entered in EDI Order/Sales Quote Maintenance). (PDEV6593) 4.20.016

* QRTQ: Sales Quote Routing Inquiry

• Displays the operational routing of configured products that were quoted (i.e., entered in EDI Order/Sales Quote Maintenance). (PDEV6593) 4.20.016

* PAYMON: Positive Pay/ACH Status Inquiry

• Displays the status of automated positive pay and ACH payment batches. (PDEV7253) 4.20.016

* PCCM: Contract Maintenance by Customer

• Maintains existing contracts by customer number. (PDEV7450) 4.20.016

* PCCQ: Contract Inquiry by Customer

• Displays existing contracts by customer number. (PDEV7450) 4.20.016

PCM: Price-Contract Maintenance

• Notes and user fields can be added to price, discount and surcharge records. (PDEV7019) 4.20.016

PDX: Document History Purge

• A Program option enables you to purge archived PDF documents. (PDEV6572) 4.20.016

PHM: Price-Contract Maintenance

• Pricing hierarchies can now include AR consolidation (ARC). (PDEV6551, P4100605) 4.20.016

RBIC: Repetitive Billing Report

• The report can be launched by the PowerShift Job Scheduler (JOBS). (PDEV6413, P4100587) 4.20.016

RCE: Cash Receipts Entry

• A credit card (maintained in Credit Card Maintenance - CCRM) must be selected for credit card payment methods. (PDEV7762) 4.20.017

RFMENU: RF Programs

• Wherever Item is prompted by the RF programs, you can optionally scan the item number, the item's UPC number, or the item's barcode for package, master pack or pallet (specified in Inventory Maintenance). (PDEV7829) 4.20.018

• [6] Confirm vnd shp (RFVSC), the RF equivalent of the Vendor Shipment Confirmation (VSC) program, was added to the Order Picking menu. (PDEV7834) 4.20.018

RHQ: AR Invoice History Inquiry

• The Documents button enables you to display imported and/or archived documents. All documents related to the selected invoice (sales order prints, acknowledgments, packing slips, etc.) are shown. (PDEV6785) 4.20.016

RM: AR Invoice Maintenance

• The Documents button enables you to import and/or display imported documents and/or display archived documents. All documents  related to the selected invoice (sales order prints, acknowledgments, packing slips, etc.) are shown. (PDEV6785) 4.20.016

• The Print button enables you to a print a single copy of the displayed invoice to your default output device or all copies using document management system parameters. (PDEV6484) 4.20.016

RMA: RMA Maintenance

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• The Use for replace? field controls if returned/repaired goods are used for the replacement order. Set the default value of the field in System Options Maintenance - Returned Material Options. (PDEV6421) 4.20.016

RP: Invoice Print

• Order source type (e.g., S/O, QUO, EDI) was added to EDI ASN Header (O2SH) records. (PDEV6971) 4.20.016

• EDI contract number and release number was added to EDI Invoice Header (R2EH) records. (PDEV6970, P4100720) 4.20.016

RPMQ: AR Payment Method Inquiry

• Displays AR payments and the methods by which the payments were made. An option to include only credit card transactions provides a convenient way to reconcile credit card processing fees. (PDEV7216) 4.20.016

RQ: AR Invoice Inquiry

• The Documents button enables you to display imported and/or archived documents. All documents related to the selected invoice (sales order prints, acknowledgments, packing slips, etc.) are shown. (PDEV6785) 4.20.016

• The Print button enables you to a print a single copy of the displayed invoice to your default output device or all copies using document management system parameters. (PDEV6484) 4.20.016

RTSP: Print Vendor Shipment

• A Print barcoded order/shipment number? Program option was added. (PDEV7952) 4.20.018

SCOG: Cost of Goods Sold Report

• Sales branch, sales organization, date ordered, invoice date, product class, product subclass and inventory account code were added to file output. (PDEV5754, P4100625) 4.20.016

SCI: Sales by Customer by Item Inquiry

• You can use wildcard characters in the item number field to include multiple items in the display. (PDEV7410) 4.20.016

SCI: Sales by Customer by Item Inquiry

• You can use wildcard characters in the item number field to include multiple items in the display. (PDEV7410) 4.20.016

SL: Sales Rep Listing

• The Report date Program option enables you to specify the date on which month-to-date, quarter-to-date and year-to-date values are based. (PDEV6109) 4.20.016

SNQ: Control Number Inquiry

• Many enhancements include a View button that displays an image of the selected control number. (PDEV5043) 4.20.016

* SRTM: Sales Routing Maintenance

• Maintains the operational routing of configured products that have been sold (i.e., ordered  in Sales Order Maintenance). (PDEV6593) 4.20.016

* SRTQ: Sales Routing Inquiry

• Displays the operational routing of configured products that have been sold (i.e., ordered  in Sales Order Maintenance). (PDEV6593) 4.20.016

TCC: Country Codes Maintenance

• Used by the sales tax interface to indicate tax calculations for the country are supported. (PDEV6381) 4.20.016

TAPMB: Payment Method Batch Maintenance

• You can now specify the format of the date printed on checks. (PDEV6785) 4.20.016

* TCMM: Change a Tax Code

• Prompts for a tax code to change, bypassing selection from a list. (PDEV7642) 4.20.016

TCU: Currency Codes Maintenance

• The user interface has been improved. Fields were added and a single exchange rate (rather than separate selling and buying rates) is supported. (PDEV6392) 4.20.016

 TEDIPM: EDI Trading Partner Maintenance

• Apply pricing surcharges? determines whether or not surcharges are applied to EDI prices. (PDEV6677) 4.20.016

• Selecting Only print 855 for imported 850? stops outbound EDI copies for manually entered orders. (PDEV6969) 4.20.016

TIP: Import Sales Tax Tables

• Added support for tax tables from Sales Tax Systems, Inc. and Zip2Tax, LLC. (PDEV7114, P4100758) 4.20.016

• Selecting Run in preview mode lists changes before the tax files are updated. (PDEV5388) 4.20.016

TJT: Employee Job Title Maintenance

• Supervisor? and Setup employee? fields were added. (PDEV6503, P4100596) 4.20.016

TRST: Document Message Maintenance

• Document message functionality has been expanded so that messages and the Q-Info display can include any field in a main or related file, user fields, and notes. (PDEV6790) 4.20.016

TRTCM: Receipt Tolerance Codes Maintenance

• The Action within tolerance field offers an option to suppress advisory messages/email when an over-receipt is below the upper tolerance. (PDEV6465, P4100573) 4.20.016

TSM: State Descriptions Maintenance

• Notes can be entered for states. (PDEV6797) 4.20.016

TSV: Ship Via Codes Maintenance

• The Hold for manual update? field and Order Freight Pickup (OFP) program were added to better accommodate UPS freight integration. (PDEV5872, P4100338) 4.20.016

UIL: User ID Listing

• Selecting the Include security profile? program option prints the security profile associated with each user. (PDEV7039) 4.20.016

UPQ: Program Access Inquiry

• Sort options and a Program option to exclude expired user IDs was added. (PDEV5892, P4100784) 4.20.016

* VGMMIL: Compliant Items - Multiple Manufacturers

• Lists compliant items and associated manufacturers. (PDEV7225, P4100379) 4.20.016

VII: POs by Vendor by Item Inquiry

• You can use wildcard characters in the item number field to include multiple items in the display. (PDEV7410) 4.20.016

VIQ: Inspection Status Inquiry

• Print only items inspected but not stkd? and Print only items received but not stkd? Program options enable you to see items ready to be stocked. (PDEV7857) 4.20.017

VLP: Vendor Contact Label Print

• A Program option lets you choose to print vendors' email or mailing addresses on the single line report. (PDEV5541) 4.20.016

VM: Vendor Maintenance

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• The PO vendor? field was relabeled PO/Invoice type; it is now grouped on the screen with ERS Vendor and the new Landed cost type field. (PDEV7089) 4.20.016

VMM: Vendor Price Maintenance

• The screen was redesigned to include surcharge fields. (PDEV5784) 4.20.016

VMQ: Vendor Price Inquiry

• The screen was redesigned to include surcharge fields. (PDEV5784) 4.20.016

VOE: PO Maintenance

• The Copy order button copies all lines from an existing purchase order into the current order. (PDEV7092) 4.20.016

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• You can change notes, user fields, dates, and close or cancel PO lines against which goods or services were rejected and returned for future receipt. (PDEV2562) 4.20.016

• Date wanted was added to the PO header screen. If entered, it is the default date wanted for lines on the PO. (PDEV3222) 4.20.016

• The Print button enables you to print a single copy to your default device or all copies to devices and recipients set up in Document Output Parameters Maintenance (TDOC). (PDEV6284, P4100500) 4.20.016

• Selecting Internal doc? blocks automated distribution of a purchase order outside the organization. You can also set this option in the vendor document profile (i.e., VDM) and for specific PO copies (i.e., TDOC). (PDEV6701, P4100638) 4.20.016

• Ship via account and Freight terms can be maintained. The information is printed on purchase orders (VOP) and vendor shipment (RTSP) documents. (PDEV6754) 4.20.016

• A new feature enables you to split a PO line, dividing the quantity ordered between the original line and a new line. (PDEV7674) 4.20.016

VOI: PO Inquiry

• The Detail button to Line for consistency with other applications. (PDEV6475) 4.20.016

VOP: PO Print

• The Description to print for outside service Program option enables you to specify the description printed for outside service purchases. (PDEV6115, P4100434) 4.20.016

• A Program option enables you to suppress printing of the item's ECL on the PO. (PDEV7860) 4.20.017

VOQ: PO Detail Inquiry

• The Print button enables you to print a single copy to your default device or all copies to devices and recipients set up in Document Output Parameters Maintenance (TDOC). (PDEV6284, P4100500) 4.20.016

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

VPI: Parts on Order Inquiry

• A Program option enables you to exclude POs for vendor returns. (PDEV7590) 4.20.016

VPL: Parts on Order Listing

• File output was reorganized for readability. (PDEV7432) 4.20.016

* VPLCR: Landed Cost Accrual Report

•  Used to reconcile landed cost accruals with GL or see what landed costs have not been invoiced. (PDEV7003) 4.20.016

VQ: Vendor Inquiry

• Field security was added to the name and address fields. (PDEV6873) 4.20.016

• The PO vendor? field was relabeled PO/Invoice type; it is now grouped on the screen with ERS Vendor and new Landed cost type field. (PDEV6899) 4.20.016

* VRQI: PO Import

•  Imports POs created outside of PowerShift. (PDEV6936) 4.20.016

* VRQM: Maintain Imported POs

•  Enables errors in PO import files to be corrected. (PDEV6936) 4.20.016

* VSC: Vendor Shipment Confirmation

• Vendor Shipment Confirmation (VSC) confirms shipments to vendors if you de-select the Auto confirmation of vendor shipments option (maintained in System Options Maintenance - Purchasing Options). (PDEV7834) 4.20.018

* VSCM: Vendor Shipment Maintenance

• Vendor Shipment Maintenance (VSCM) is primarily an inquiry, but allows you to delete vendor shipments and add notes to vendor shipments. (PDEV7834) 4.20.018

VUV: Unvouchered Receipts Listing

• The receiver date range option was removed. Instead, a cutoff date can be specified to allow the report to be printed for a prior date. It can now be run based on goods received or stocked/rejected. (PDEV5975, P4100381) 4.20.016

* WIPCLR: WIP Reconcilation

• Lists GL postings to the WIP clearing account for specified manufacturing order. It is typically run at the direction of PowerShift Support. (PDEV6007, P4100395) 4.20.016

WIPM: WIP Movement

• Field security was added. (PDEV6302, P4100513) 4.20.016

• The handling of setup costs has been improved: setup cost is "backed out" when a negative entry resets accumulated quantities to zero  (i.e., as if nothing was previously reported against the work center). (PDEV7430) 4.20.016

WIPR: WIP Register

• You can now select specific WIP transactions or all transactions to update for a batch, similar to other batch register programs. (PDEV0340) 4.20.016

WOS: Release Outside Services

• If the Display POs created Program option is set to run PO Maintenance (VOE) as orders are created, you can set up a Purchase Order document (VOP) to print for an outside service (in addition to, or instead of, the Vendor Shipment document (RTS)). (PDEV5915, P4100350) 4.20.016

• When you change a vendor and select Do for this for all, the vendor change is applied to previously selected records as well as to those going forward. (PDEV7951) 4.20.018

XCMT: Note Transfer Parameters

• Notes from purchase order lines can be transferred to receiver lines. (PDEV6973) 4.20.016

XDM: Output Device Maintenance

• You can specify a delimiter for EDI devices. Packing Slip Print (OPAK), Acknowledgment Print (OPS), Quote Acknowledgment Print (QPS), Invoice Print (RP), Vendor Consignment Order Print (VCP), and Purchase Order Print (VOP) use the delimiter when outputting the device. (PDEV7083) 4.20.016

• You can now set the importance or priority for email devices. (PDEV6950) 4.20.016

XM: System Options Maintenance

• See System Options.

* XMAJOB: Mobile App Maintenance

• Sets up menus, reports, programs and options for Qantel's Mobile App. (PDEV5736) 4.20.016

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