New System Options

System options added or changed since PowerShift since Release 4.10.028 are described below.

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 in which the change became available.

Accounts Payable Options

  • Accrue landed costs? was added to support enhanced landed cost reporting. (PDEV6899) 4.20.016

  • The Default alt pmt date to discount/due option was expanded for additional flexibility. (PDEV5736) 4.20.016

  • The Payment notification device must be email (device type L Email) with 6 HTML in body of the email selected as the Email attachment format in Output Device Maintenance (XDM). (PDEV8439) 4.20.022

  • Sender's email for vouchers enables you to specify the "from" address for ACH payment notifications. (PDEV8439) 4.20.022

  • The AP invoice approvals active? option enables you to set up an approval process that requires one or more people to sign off on selected accounts payable invoices before they are paid. (PDEV3793) 4.20.025

Accounts Receivable Options

  • AR Invoicing revenue branch determines whether the sales or shipping branch is used in revenue posting. The shipping branch is used by default.(PDEV7949) 4.20.018

  • Repetitive billing category required? and Use qty to calculate RBS billing amount? were added to support repetitive billing enhancements. (PDEV8350) 4.20.020

  • Selecting Clear unused deposits for closed order? removes unapplied deposits from orders that are otherwise closed when the AR Invoice Register (RR) is updated. (PDEV7045) 4.20.020

Credit Card Options

  • Added options to support credit card payment processing. (PDEV7106) 4.20.016

Document Import/Search Options

  • Added options to support the document search feature: Document search active and Document search package. (PDEV5863) 4.20.016

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

Drop File Interface Options: BOM, EDI 820, EDI 850, Manifest, Project & XML

  • Drop file Interface options screens have been standardized. (PDEV7800) 4.20.018

  • Interface options (e.g., EDI, XML, Manifest) enable you to send log files, interface errors, and data errors to different email devices and user IDs. (PDEV8027) 4.20.019

  • EDI 850:

    • The Apply pricing surcharges? option determines whether or not surcharges are applied to EDI prices. You can specify the setting by customer in EDI Trading Partner Maintenance (TEDIPM). (PDEV6677) 4.20.016

    • The Reason code field label was changed to Reason for cancellation to better describe its function. (PDEV8668) 4.20.023

E-Business Options

  • Apply pricing surcharges? was added to enable e-business support of surcharges. (PDEV7924) 4.20.018

  • The Other info button accesses a new screen with additional options. (PDEV8027) 4.20.019

Enterprise Options

  • Audit files directory and Journal files directory fields enable you to specify directories other than the data directory for audit trail and journal files. (PDEV6717) 4.20.016

  • Added Mobile App output device. (PDEV8676) 4.20.023

  • Native work directory and Native drop directory were added to support the drag and drop interface added to the GII, IMPORT and MAPIT programs. (PDEV8765) 4.20.025

  •  A Custom modifier field was added. (PDEV9322) 4.20.028

GL Journal Options

  • Multiple sets of options can be saved for registers (e.g., you can use different options when a register is run by the PowerShift Job Scheduler than when the same register is run from the entry program). When you maintain a register, the Auto opt button accesses scheduling options. (PDEV6380) 4.20.016

  • Journal archive and viewing paths are relative to the Document archive path and Document viewing path specified in Help and Other Path Options. (PDEV9451) 4.20.029

Help and Other Path Options:

  • The Imported documents path field label was changed to Native file document path. (PDEV8815) 4.20.025

Inventory Control Options

  • These options customize field labels of several attributes 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)

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

Labor Options

  • Added Manually log off open job? (PDEV5971) 4.20.016

Manufacturing Options

  • The Allow parent item change in MIM option controls whether or not you can change the item ordered on a manufacturing order. (PDEV6364) 4.20.016

  • The Use sales order no for mfg order enables manufacturing order(s) created for specific sales order demand to be numbered like the sales order. (PDEV7747) 4.20.017

  • The Allocate costs based on quantity picked? determines how costs of special purchase items (i.e., inventory and/or non-stocked items purchased for a manufacturing order) are allocated. (PDEV7672) 4.20.021

  • Mfg default receiving warehouse and Mfg default receiving bin were was added for situations in which manufacturing goods are received to a temporary location (like a dock area or an inspection area) and moved to a final stocking location later. (PDV10636) 4.20.035

Manufacturing Execution System Options

  • The Create new mfg orders option controls whether or not a new order is created when a manufactured item is received and there are no open orders. (PDEV9365) 4.20.028

Order Processing Options

  • The Warn user if date not on shop calendar option can be set to force the expected ship date to be a work day per the shop calendar. (PDEV6329) 4.20.016

  • Allow obligation of supply was expanded with a selection that includes immediate supply items. (PDEV7909) 4.20.018

  • Default destination customer? was added to handle sales tax on orders sent to freight forwarders for shipment. (PDEV8151) 4.20.020

  • 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)

PO Interface Options

  • An options screen to set parameters for importing purchase orders was added. (PDEV6936, P4100704) 4.20.016

Purchasing Options

  • You can choose to have no default (i.e., 00.00) (or standard, actual or standard material) for the Default cost for POs/requisitions. (PDEV5913, P4100351) 4.20.016

  • The Auto confirmation of vendor shipments option enables better control of shipments to vendors.  (PDEV7834) 4.20.018

  • Selecting Single receiver per line? creates a separate receiver for each PO line received. (PDEV8170) 4.20.020

  • Selecting Create separate replacement PO? creates a replacement purchase order in addition to a vendor shipment when a rejected PO receipt is returned for replacement. (PDEV8270) 4.20.020

  • Selecting Allow PO line close during receipt? enables Receiver Maintenance (IRC) operators to close a PO line when less than the ordered quantity is received. (PDEV8765) 4.20.025

  • Purchasing default receiving warehouse and Purchasing default receiving bin were was added for situations in which purchased goods are received to a temporary location (like a dock area or an inspection area) and moved to a final stocking location later. (PDV10636) 4.20.035

RF Program Options

  • Selecting Serial range active? enables you to specify a "from" and "to" serial number in the [3] Serial/Tag program (on the RF Physical Inventory menu) to facilitate counting sequential serial numbers. (PDEV7373) 4.20.017

  • If you select Skip prompt in count entry?, Physical Count Entry (RFHCE) prompts for the next entry after you enter a non-zero count. If you enter 0, the Correct? Y/N/Void/Skip/Ref/eXit prompt is displayed. (PDEV8663) 4.20.023

  • Default locations (i.e., PO receipt whse, PO receipt bin, Mfg receipt default whse, Mfg receipt default bin) for receiving are now specified in Manufacturing Options and Purchasing Options. (PDV10636) 4.20.035

RMA Options

  • RMA Repair as replacement default sets the default value of the Use for replace? field when an RMA line is added. (PDEV6421) 4.20.016

Delivery App Interface Options

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