activant prophet 21 - epicor · service and maintenance wbts browse documentation 12.3 new feature...
TRANSCRIPT
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Activant Prophet 21
Version 12.3 Overview of Prophet 21 New Features
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This class is designed for…
ManagersSystem Administrators
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Objectives
Miscellaneous New FeaturesAdd an Item to a Closed POImproved Performance for Bin Tab in IMISave and Continue TasksCheck for Existing Quotes in OEBatch Confirm in Automatic ShippingLost Sales Reason Codes for QuotesSystem Setting SearchFull Text Search in Customer Name and Ship To Name FieldsCopy Item Window in Item MaintenanceTasks Tab in Order Entry
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Objectives
Transfer History Tab in Item Master InquiryManual Group Picking Report
Contract ImprovementsLine Item Contracts on QuotesStart Date for Contract LinesCreate Contracts from QuotesContract Export and ImportAdditional New Fields on Contract ImportsChanges to IMI Contract Tab
Service and Maintenance Enhancements
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Add Item to Closed PO
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Add Item to Closed PO
Select last line on Items tab and hit enter to get a new line
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Improved Performance for Bin Tab in IMI
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Improved Performance for Bin Tab in IMI
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Click Retrieve button to view bin allocationsIf you prefer viewing bin allocations automatically, check system setting
Improved Performance for Bin Tab in IMI
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Save and Continue in Tasks
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Save and Continue in Tasks
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Check for Existing Quotes in Order Entry
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Check for Existing Quotes in Order Entry
When entering a qty for a line item, system checks to see if there are any open, unexpired quotes for customer and itemDepending on User setting Default Open Quotes in OE, quotes will be available
In Popup window in OE or Front Counter OrderRMB option on Items tab
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Option Result
Never System does not check for open quotes. No popup or RMB option.
RMB Only After entering item and qty, you can RMB to display open quotes.
RMB / As You Enter ItemsAfter entering item and qty, you get popup displaying open quotes. Also can RMB to see open quotes.
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RMB/As You Enter Items
Check for Existing Quotes in Order Entry
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RMB Only
Check for Existing Quotes in Order Entry
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If pricing UOM on quote doesn’t match the order, the system converts the quote price into the UOM on orderLimitations – system doesn’t display quotes for:
Lines already associated with a quoteLines where price was editedLot billing header or component linesAssembly component lines or assembly header where assembly is priced by componentsService quotes do not display
Check for Existing Quotes in Order Entry
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Check for Existing Quotes in Order Entry
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Batch Confirm in Automatic Shipping
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Batch Confirm in Automatic Shipping
Create a batch of pick tickets based on criteriaSet up Scheduled Import Service Manager
Type of Import set to User ImportTransaction Set ID is Shipping Confirmation
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Fill in criteriaClick Retrieve icon
Batch Confirm in Automatic Shipping
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Drill into pick ticket number to make any changes on pick ticket – shows as shipment confirmed
Batch Confirm in Automatic Shipping
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Lost Sales Reason Codes for Quotes
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Lost Sales Reason Codes for Quotes
Lost quotes can be stored and reported on in Lost Sales ReportSet up Reason Code Posting Areas for Quote
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When cancelling the item qty or the entire quote, answer the prompt with the default reason code
Lost Sales Reason Codes for Quotes
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Lost Sales Reason Codes for Quotes
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System Setting Search
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System Setting Search
Search box available at the bottom of the system settings Start typing in the name of system setting and it will bring you a small list, but as more letters are entered, the list gets smaller
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After choosing option, system takes you to the setting indicated with an arrow next to it
System Setting Search
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Full Text Search in Customer and Ship To Name
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Full Text Search in Customer and Ship To Name Fields
Name Full Text search available in Customer and Ship to name fields in Order Entry, Front Counter OE, RMA Entry, and Service Order EntryCustomer name, address 1, address 2, city, state and phone number
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Full Text Search in Customer and Ship To Name Fields
Start typing and list of customers that match on name, address 1, address 2, city, state, and phone will displayUse arrow key to navigate and press Enter to selectSpaces in search indicate different pieces of info
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Full Text Search Setup
Enabling Name Full Text Search in system settingsAdministrators log in with Bypass Application Role Security checked
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Full Text Search Setup
Navigation Path: Setup > System Setup > System > System Settings > System Setup > Searching
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Full Text Search Setup
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Copy Item
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Copy Item
Call up item to be copied in Item Maintenance, then RMB click and choose Copy To New Item
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Enter New Item ID and New Item DescriptionClick Create ItemReview Item Maintenance and set up rest of dataSave
Copy Item
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Tasks Tab in Order Entry
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Tasks tab in Order Entry, Front Counter Order Entry and RMA EntryUse RMB command on Tasks, Order or Items tabs to enter new tasks specific to transactionBenefits
Easier to keep track of outstanding tasks associated with orderHave record of tasks for history
Reminder of task viewed when recalling order
Tasks Tab in Order Entry
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Tasks tab, RMB click and choose Add New Task
Tasks Tab in Order Entry
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Schedule Task window appearsEnter details of task and click OK
Tasks Tab in Order Entry
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When viewing order, you’ll be prompted to follow-up on associated tasks
Tasks Tab in Order Entry
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Tasks Tab in Order Entry
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Transfer History Tab in Item Master Inquiry
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Transfer History Tab in IMI
Continued line information
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Manual Group Picking Report
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Pick items for several customers’ orders at one time by printing report after printing pick tickets
Manual Group Picking Report
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Manual Group Picking Report
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Contract Improvements
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Line Item Contracts on Quotes
Use contract prices for quote line itemsOnly available for standard customer contracts, not vendor contracts or consignment contractsIn order to utilize functionality
Turn on system setting Allow Customer Contract Lines on ContractsSet customers to Use All Contracts on Sales Pricing tab
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Setup / System Setup / System / System Settings / Order Processing / Pricing
Line Item Contracts on Quotes
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Must have both Job/Contract Pricing and Use All Contracts enabledSystem verifies valid contract when quote is entered and when converted to an order
Line Item Contracts on Quotes
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Line Item Contracts on Quotes
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Popup when item is on more than one contract
Line Item Contracts on Quotes
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Converting Contract Quote Lines to OrderCannot use RMB Convert to Order, use Tools option Convert Quote to Order wizardLink is retained to contractWizard checks to see if contract line is expiredConverted qty may not exceed the contract line’s maximum qty
Line Item Contracts on Quotes
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Start Date for Contract Lines
Enter line item start dates on contract itemsAvailable in Contract Fast Edit, Copy Contract and create contract from Order Entry featureApplies to customer and consignment contracts
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Start Date for Contract Lines
Setup / System Setup / System / System Settings / Order Processing / Pricing
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Entering new contract linesIf enabled, then new lines entered on contracts will default to header start dateIf not enabled, dates default to 00/00/00
Updating existing contract linesPrompted to update the line item start dates
Start Date for Contract Lines
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Create Contracts from Quotes
Create contract pricing by starting off with a quoteUser must be enabled to Create Contract from OE in User MaintenanceCustomer must have setting enabled for Use All Contracts on the Sales Pricing tabEnter quote and RMB click on Items tab to open Create Contract wizard
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Create Contracts from Quotes
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Create Contracts from Quotes
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Create Contracts from Quotes
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Contract Export and Import
Export standard, consignment and vendor contractsUpdate contracts within spreadsheet program and import them back into systemSetup / Imports/Exports / Exports / Order Processing / Job/Contract Pricing
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Contract Export and Import
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Contract Export and Import
Filetype-dayMonthyear_time
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Edit data on spreadsheet and import data back into Prophet 21Existing contracts are updated and contracts with new contract numbers are addedCannot edit these fields: Contract Type, Corporate Address ID, Item ID and Prior Qty
Contract Export and Import
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Job/Contract Pricing Import
Following fields can now be imported in Job/Contract Pricing Import
Start Date in Contract LinesRecord ID in Job/Contract Price Header ImportSource Location ID in Job/Contract Price Line ImportActivation Date, Expiration Date, and Row Status in Job/Contract Ship To ImportTag Detail Type in Consignment Info ImportRow Status in Job/Contract Pricing Bin ImportNote ID and Delete Flag in Job/Contract Notepad Import
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Changes to IMI Contract tab
Vendor ID and Contract Source fields added to the Contract tab in IMI
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Service and Maintenance Enhancements
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Service and Maintenance Enhancements
Service Call CenterOperate and manage service calls in one area
Customer Master Inquiry EnhancementsRetrieve and filter service customers by serial numberView service item information on Service Order tabCreate service order from CMI
Task EnhancementsAssign tasks to service orders to handle customer needs beyond the service transaction
Alarm and Problem CodesQuick tags to assign to tasks and service orders
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Service CentersUser-created categories to organize technicians
Service Dispatch Priority CodesWeights you attach to service orders to give idea of importance of a service order
Service Order Entry EnhancementsExpanded process and more shortcuts to speed procedure and make it easier. Serial Number entry in OE populates much information automatically
Parts History TabDisplays all parts sold on service orders for service item
Service and Maintenance Enhancements
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Service Order Part RMAsReturn part used on a service orderLink to service order to pull specific invoice information
Service and Maintenance Enhancements
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Summary
Miscellaneous New FeaturesAdd an Item to a Closed POImproved Performance for Bin Tab in IMISave and Continue TasksCheck for Existing Quotes in OEBatch Confirm in Automatic ShippingLost Sales Reason Codes for QuotesSystem Setting SearchFull Text Search in Customer Name and Ship To Name FieldsCopy Item Window in Item MaintenanceTasks Tab in Order Entry
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Summary
Transfer History Tab in Item Master InquiryManual Group Picking Report
Contract ImprovementsLine Item Contracts on QuotesStart Date for Contract LinesCreate Contracts from QuotesContract Export and ImportAdditional New Fields on Contract ImportsChanges to IMI Contract Tab
Service and Maintenance Enhancements
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For More Information…
Prophet 21 Help FilesVisit Activant on the web: http://distribution.activant.com/
View Educational Services course offeringsService and Maintenance WBTs
Browse Documentation12.3 New Feature GuideService and Maintenance New Features Guide
Search the Solutions databaseSubmit a Support case
E-mail Professional Services [email protected]