eclicktic 5.1.00 release notes - word - myriad software

RELEASE NOTES ECLICKTIC - VERSION 5.1.00 UPGRADE

CONTENTS 1

Contents

CONTENTS 1

IMPORTANT! 3

For those upgrading from version 4.6.00 or earlier 3

New Upgrade Process 3

LAN Workstations 3

Utilities Program 4

VERSION HIGHLIGHTS 5

Customer Account Import 5

Customer Owned Pending Transfers 5

Additional Purge options now available 5

PATCHES 6

SERVICE PATCH 1 6

SALES 7

Sales Order Report – Follow-up codes added - 0606090004 7

Sales Order Input – Email Address – 0803170004 8

Sales Analysis Report – Job Name added – 0704300014 9

INVENTORY 10

Receiving Labels – add Pending Transfer number- 08031300012 10

Customer Owned Pending Transfers - 0801310004 10

MERCHANDISING 14

Group Models – Add Stock Options - 0803130006 14

Stock Options with Blank Main Cover- 0711090001 15

A/R 16

Customer Mailing List (std) printout – email address added - 0709240002 16

Customer Account Input – email address – 0806160009 17

Customer Account Import – 0711050002 18

Customer Account Report – added Store Code – 0711080002 21

A/P 22

Charge Backs – added lookup by Reference - 0803170002 22

CRM 23

Opportunities - Make Sales Order- 0710120001 23


CONTENTS 2

SYSTEM 24

Data Purge - Accounts Payable Invoices and Charge Backs - 0805140001 24

Data Purge - Bank Transactions - 0805140001 25

BASSETT DEALERS – PRODUCT CATALOG 26

Options button in the Opportunity Screen – 0806110005 26

LA-Z-BOY DEALERS 27

Duplicate Grades for (Cut and Sewn) frames - 0804110001 27

Important: This document contains confidential, proprietary information and is intended explicitly for

distribution to, and viewing by, Myriad Software clients only. Duplication or distribution without the

express consent of Myriad Software is prohibited.

Copyright © 2009 Myriad Software

SR 0809


IMPORTANT! 3

IMPORTANT!

For those upgrading from version 4.6.00 or earlier

New Upgrade Process

The Eclicktic upgrade program has been enhanced to perform a system check and cleanup before performing the upgrade. The upgrade program will also REBOOT the server/computer that is running the upgrade when it is finished with the upgrade.

Due to this new functionality the amount of time to perform the upgrade process will be increased.

The functions that will be automatically performed include:

Check for enough disk space

Run the cleanup.exe program

Reset IIS

Backup the data (zip data folder)

Validate the databases

Fix tables

Reindex tables

Log exceptions

Update status log

Upgrade to new version

Reboot

LAN Workstations

For the Eclicktic customers using LAN workstations, you will need to download and install the new “Run time setup” that is available on the website.


IMPORTANT! 4

Utilities Program

The ability to Reindex files has been modified and moved to the File Repair menu. Please contact Myriad Support for any required assistance.


VERSION HIGHLIGHTS 5

Version Highlights

Customer Account Import

New customers can now be imported into Eclicktic.

Customer Owned Pending Transfers

A new program was created that allows you to create Pending Transfers by Sales Order.

Additional Purge options now available

Options to purge Bank Transactions and Accounts Payable now available.


PATCHES 6

Patches

SERVICE PATCH 1

0907200001 – Delay when printing Price Tags for XML Product Catalog items

Prior to this fix, there was a significant delay when attempting to print labels for XML Product Catalog inventory items.

0907100001 – Delay when selecting options for XML Product Catalog items

Prior to this fix, there was a significant delay when attempting to configure XML Product Catalog Option items.

0906170001 – Resize photo in Inventory Lookup

You can now open and then resize inventory photos in the Inventory Lookup screen.

0906050003 – Merchandise Managers Report – Error

The error that occurred when running the Merchandise Managers Report for a Promotion Code range and/or to Include Other quantities has been fixed. The error that was occurring displayed the following: "Field REMARKS does not accept NULL values".

0905140002 – Barcode Physical - Error

The error that occurred when you attempted to Report or Process a Barcode Physical has been resolved. Error "SOID is not unique and must be qualified".

0904100001 – Physical Inventory Report – Error

The error that occurred when attempting to run the Physical Inventory Report for a Promo code range has been resolved. The error that occurred reported the following: SQL expression is too complex.

0903130001 – Customer Account Lookup – Main cover / Stock Option Missing

You can once again see the Main Cover and Stock Option when looking up a sale in Customer Account Look-up. Prior to this fix, if a sale was highlighted under the sales order tab, the cover and stock option would not display in the bottom 1/2 of the bottom window


SALES 7

Sales

Sales Order Report – Follow-up codes added - 0606090004

The Sales Order Report (std) template, has been modified to include the follow-up codes that have been applied to the order. The report will include all (up to 5) follow up codes that have been applied to the sale.

The additional of this information provides follow-up code analysis not available before.


SALES 8

Sales Order Input – Email Address – 0803170004

The customer’s email address has been moved to the Main Sales Order screen for better reference and view.

Prior to this change, it was easy to forget to input this information since it wasn’t on the main screen.


SALES 9

Sales Analysis Report – Job Name added – 0704300014

A Job Name range has been added to the run criteria and will now print on the report. You can also now choose to sort by Job Name, using the secondary sort option.

The Job Name range has been added to the Ranges 2 tab.

The Job Name field is populated manually in the Sales Order programs. Located in the Defaults tab. It is commonly used to track groups of sales order by builder or designer.


INVENTORY 10

Inventory

Receiving Labels – add Pending Transfer number- 08031300012

Added the ability to print the Pending Transfer Number and line number on Receiving Labels.

By adding this additional reference information, it should be it easier to identify those items that need to be transferred upon receiving.

Look for the label named: 5164 Stock ID/Rcvg Label (w/PT)

Customer Owned Pending Transfers - 0801310004

A new program labeled “Customer Owned Pending Transfers” has been added to the Inventory menu. This new program allows you to create Pending Transfers by Sales Order.

Instead of having to select the models line by line, this program allows you to quickly and easily create pending transfers for open line items on sales orders and/or even exchanges.

It also gives you the ability to report on stock and customer owned transfers separately for better management.

When creating the pending transfer you will first select the sales order, then select one, some or all the open lines on that sale. Only 1 sales order can be attached to each transfer. Sales order quantities cannot be changed in the pending transfer screen.

To access this new program you must first assign security in User Maintenance.


INVENTORY 11

Customer Owned Pending Transfers – cont’d.

Pending Transfer Report

3 new options have been added to the Pending Transfer Report.

These include:

Option to print for Customer Owned Pending Transfers only

Include Sales Order Notes

Print only where the Sales Order delivery date is earlier then the Pending Transfer date


INVENTORY 12


The Pending Transfer Report now includes additional information. Optional sales order notes and actual delivery date.


INVENTORY 13


Print Pending Transfers

New option added to the Print Pending Transfers program. Option to print Customer Owned pending transfers only.

Also added, is the ability to include the Sales Order Delivery date to print on the Pending Transfer form.


MERCHANDISING 14

Merchandising

Group Models – Add Stock Options - 0803130006

In this version we have added the ability to create Group Models that include pre-established “Stock Option” models.

When an options model is added to a group model, you now have the ability to select from a list of pre-established stock options.

Stock Options are setup in Model Maintenance.

Adding this functionality should be helpful for selling multi-component groups like sectionals.


MERCHANDISING 15

Stock Options with Blank Main Cover- 0711090001

Some users were experiencing a problem where a “Stock Option” would lose the main cover assigned. This was happening through the Model Maintenance program when a newly added Stock Option was removed.

When using the “X” button to remove a newly added stock option, in some cases would blank out the cover for the Stock Option above it.

This issue has been resolved in version 5.1.


A/R 16

A/R

Customer Mailing List (std) printout – email address added - 0709240002

The Customer Mailing List (std) report has been reformatted and enhanced to include the customer’s email address.

Note: From the Display mode, you can easily export this information into a spreadsheet.


A/R 17

Customer Account Input – email address – 0806160009

The email address field has been moved from the “Details” tab and placed on the main “Customer” tab. The change was made for ease of entry when creating a new customer account.


A/R 18

Customer Account Import – 0711050002

A new program “Customer Account Import” has been added to the A/R menu. This program offers the ability to import “NEW” customer information from an excel spreadsheet.

Import fields include: Firstname, Lastname, Company name, Address 1, Address 2, City, State, Zip and email address

To create the customer number the program will use the current system configuration setting. If the system configuration switch is set to Manual, then the program will create customer ID’s in the following 7digit format, using the first 4 digits of the last name and the first 3 of the address.

If a duplicate customer ID already exists, the program will add with an “A” to the end, if that code already exists use “B”, etc.

If the data exceeds the field lengths in Eclicktic the data will be truncated.

To access this program you will need to add Customer Account Import in User Maintenance.

Note: This program will not update existing customer accounts!


A/R 19

Customer Account Import (cont’d.)

Sample Excel file:


A/R 20

When “Import” is selected the program will first determine how many new accounts will be created.

Once the file has been processed and the accounts have been created, you can print a list of the newly created accounts.

Potential duplicate customer accounts will be noted with an * for your review.


A/R 21

Customer Account Report – added Store Code – 0711080002

The store code will now print for each a/r transaction listed on the Customer Account Report (std) template.


A/P 22

A/P

Charge Backs – added lookup by Reference - 0803170002

Charge Backs can now be looked up by the Reference Field. A new option was added to the “Sort By” selection to lookup by Reference.

The reference field is updated manually and is frequently used to store the original Charge Back invoice number issued by the vendor.


CRM 23

CRM

Problem with Sales Order ID when using “Make Sales Order” from Opportunity - 0710120001

When the auto generated Sales Order number is manually overwritten the sales order number on the inventory was not getting updated.

This specific problem occurred only when the user changed the system generated sales order number.

In version 5.1 this problem has been resolved.


SYSTEM 24

System

Data Purge - Accounts Payable Invoices and Charge Backs - 0805140001

The Data Purge program has been enhanced to include the option to purge both Accounts Payable Invoices and Charge Backs. This new purge option is located on the tab labeled A/P.

This option allows you to purge fully paid or voided invoices and charge backs where the balance is zero.

Payable invoices must be purged before the A/P Check transactions can be purged, otherwise the invoices would show unpaid.

When qualifying the invoices to purge, the program uses the invoice “Paid in Full” date, or in the case of Chargebacks, “Applied in Full” date.

Example: The A/P Invoice Posted on 1/31/2008. The A/P Invoice is paid in full on 3/31/2008. This invoice will not qualify for purging until the purge program is run for a date that includes 3/31/2008.

When qualifying voiced invoices it uses the “Void” date.

Note: When A/P Invoices are purged, the invoice references will be removed from the A/P Check.


SYSTEM 25

Data Purge - Bank Transactions - 0805140001

The Data Purge program has been enhanced to include the option to purge Bank Transactions. This new purge option is located on the tab labeled Bank.

The Bank Transaction purge option will delete “C”leared or “V”oided banking transaction unless it is a check that is attached to a payable invoice or charge back.

Before accounts payable checks can be purged, the payable invoices must first be purged. Otherwise the invoices would show un-paid. Based on that, it is recommended to purge A/P Invoices first, then purge Banking Transactions.

When qualifying the banking transactions to purge the program uses the transaction “Post” date. For voided transactions it uses the “Void” date.

When purging bank transactions it will take the net amount of the all purged transactions and create a BCF “Balance Carried Forward” entry. This will allow you to purge and keep the original bank balance.


BASSETT DEALERS – PRODUCT CATALOG 26

Bassett Dealers – Product Catalog

Options button in the Opportunity Screen – 0806110005

The options button is now functioning for non-graded items in the CRM Sales Opportunity program. This issue was specifically for those Bassett dealers using the XML Product Catalog.


LA-Z-BOY DEALERS 27

La-Z-Boy Dealers

Duplicate Grades for (Cut and Sewn) frames - 0804110001

The La-Z-Boy Model Update program has been modified to accommodate multiple grades for the (Cut and Sewn) frames.

The La-Z-Boy (Cut and Sewn) frames have identical grades available. The program has been enhanced so that it will first identify the cover series to then determine which grade to use.

You will need to run Model Update to populate the cover series fields.

Changes include:

1) Model Update program has been changed to pull in the Cover Series for each grade and Cover.

2) Model Maintenance Grades tab has been changed to include the cover series for each grade.

3) Vendor Maintenance SO/Options was updated to include cover series by Fabric.

4) The options configuration program was changed to not only look at the grade when determining the cost/retail but the cover series.


LA-Z-BOY DEALERS 28

Changes to the Vendor Maintenance SO Options Tab

Addition of a new column “Cover Series”.

Changes to the Model Maintenance Grades Tab.

Addition of a new column “Cover Series”.

eclicktic 5.1.00 release notes - word - myriad software

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