HARMONEY RELEASE

2019-01-19

HARMONEY RELEASE 2019-01-19

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TABLE OF CONTENTS

RELEASE INFORMATION/NEWS .............................................................................................. 3

NEW GRAPHIC THEME IN HARMONEY .................................................................................... 4

NEW GRAPHIC PLATFORM IN THE HARMONEY HELP DOCUMENTATION................................... 5

INTEGRATION TO NEW CRM PARTNER VOYADO ..................................................................... 6

IMPROVEMENTS TO ”PICK IN STORE” ..................................................................................... 7

EXPORT OF ACCOUTING TRANSACTIONS IN SIE-FORMAT ...................................................... 8

SUMMARY OF BALANCE ON UNPAID INVOICES BASED ON DATE RANGE ................................ 10

GIFT CARD VALID TO USE BEFORE IT IS PAID ....................................................................... 11

MORE FLOWS IN RETURN MANAGEMENT ............................................................................. 12

CHANGE OF SORTING ORDER OF PAYMENT STATISTICS ....................................................... 13

CHANGES ON THE CREDIT CARD DISPLAY ........................................................................... 14

CHANGES ON LEDGER/USER ............................................................................................... 15

NEW MESSAGE TO COMMUNICATE WITH CUSTOMERS (MK200) ............................................ 16

CUSTOMER BALANCE IS UPDATED WHEN CHANGING PAYMENT METHOD ............................. 17

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RELEASE INFORMATION/NEWS

NEWS

Since the last release in October, two more companies are now in production in Harmoney. We are very pleased with completing two successful production starts for Gudrun Sjödén's German operations and Bonnierförlagen. With this release, a new graphic theme will be standard in Harmoney and we intend to make more graphic improvements in the client shortly. We will also update the help documentation to a new and modern graphic platform (right now this will only we visible if language is set to Swedish, other languages will follow later). Another new feature is the integration with our new CRM partner Voyado. Read more below.

RELEASE INFORMATION

This document describes what changes are being introduced in Harmoney in the release on January 19 as well as information about what we are developing and improving in Harmoney right now. Please observe that all images in this document are from in Swedish, from the next release we will use images in English. The next release will take place in March and then with a one-month interval until the summer.

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TITLE

NEW GRAPHIC THEME IN HARMONEY DESCRIPTION In the January release, we launch a new graphic theme in Harmoney. The new theme is easier to overview with larger icons and a brighter profile. The theme is already present in the Acceptance environments and will go into production at the release 19/1. More graphical improvements are underway, information about these will come shortly! New graphic theme in Harmoney

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NEW GRAPHIC PLATFORM IN THE HARMONEY HELP DOCUMENTATION DESCRIPTION From the release in January, the Harmoney help documentation will get a new graphic profile (currently only available if language is set to Swedish, other languages will follow later). You can reach the help as usual via the menu in the client, or by clicking F1 on a specific display.

The new Harmoney help documentation

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INTEGRATION TO NEW CRM PARTNER VOYADO DESCRIPTION Pulsen has a new partner, the CRM and loyalty provider Voyado. In the release in January, there is now a full-scale integration between Voyado and Harmoney ready to be implemented. Voyado is the complete customer loyalty platform for retailers and retail brands. It joins all your customer data with world-class analysis and communication tools so that you can create one-on-one conversations with your customers. Contact your KAM if you are interested in more information about the partnership with Voyado. Read more about Voyado at https://www.voyado.com/.

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IMPROVEMENTS TO ”PICK IN STORE” DESCRIPTION To facilitate which orders are to be picked out in stores we have added 5 new columns under the display "Pick in store" (Order row).

• Minimum authorization date

• Available date

• Replenishment min

• Replenishment max

• Last delivery date Replenishment min/max parameters can be controlled to facilitate pickup when there are large order quantities.

By using these columns you can more easier filter the order rows that you wish to pick in store. If you combine the existing column inventory number, which shows stock numbers in the store, with the new replenishment columns, you can more easily see the items that have come back as returns and where picks will not directly generate a replenishment to the store. The column available date shows how the item is reserved for the warehouse, which means that you can pick customer orders where the item is back listed in the warehouse but available in the store. The Minimum Authorization Date column, together with the column available date, can create an opportunity to handle customer orders that have goods that are listed in the main warehouse but have a valid authorization and can be picked up in store. You can then choose to pick this type of order to take advantage of existing returns and thus speed up shipment to the customer.

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EXPORT OF ACCOUTING TRANSACTIONS IN SIE-FORMAT

DESCRIPTION SIE exports allow you to export accounting events for sales and stock transactions from Harmoney, which can then be automatically read into the financial system you use. The exports from Harmoney are made in SIE 5 which can be mapped to SIE. The file is placed at a specified location of your choice and you are responsible for reading the file to your financial system. It is possible to extract the basis for the accounting in two different ways, either by transaction date or by accounting date. It is also possible to choose which accounting data you want to include, ie sales and / or inventory accounting transactions. It is also possible to choose whether you want the VAT account in the file or if you want the VAT to be calculated and added to the sales net amount. To get the data, there is a batch job, PXX4400 - Withdrawal of SIE file.

Accounting date or transaction date

• Withdrawals per accounting date o Date range must be specified when ordering the execution o The execution must be ordered manually each time o Data can be collected several times

NOTE! There is a risk of double scanning in the financial system

• Withdrawals per transaction date o With this selection, all transactions made since the previous

execution is collected o A transaction collected in this way cannot be withdrawn again o The execution can and should be scheduled so that it is collected

per day or at a desired interval, which can ease handling

Sales and / or stock accounting transactions You can choose whether you want the accounting documentation for both sales and stock transactions or if you only want one of them. Do not send / send VAT account Default is to send a VAT account in the file. If you choose not to do so, the net amount for the insurance account will be increased by the amount of VAT. If the company has different VAT rates, in this case there must be at least one sales account per VAT rate.

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Currency Management Currency conversion management is currently based on the following:

• If it is from the company's main warehouse ID, no conversion takes place.

• If the sales channels main store ID is other than the sales channels financial stock ID, a conversion is made based on the price that is entered in Harmoney.

• If it is a store sales channel and supply warehouse ID is different to the sales channels financial stock ID, a conversion is made based on the price that is entered in Harmoney

Signals If there are untranslated accounts, these will be signaled on the signal display and the execution will not generate any results. After the translation is completed, the execution must be re-done. If there are more accounts that are not translated, the same thing will happen again. To avoid doing the same steps several times, it is recommended that you ensure that all accounts are translated. Consequences / conflicts and limitations

• If the finance system cannot receive SIE 5, a mapping must be made to the desired format.

• If you select not so send VAT accounts with several VAT rates, at least one sales account is required per VAT rate

• If you use the accounting date and collect the same data several times, there is a high risk that there will be duplicates in the financial system

• Pulsen is not responsible for any uploads to the financial system

• Pulsen is not responsible for any duplicates uploaded to the financial system

Setup Contact your KAM if you want to use the function. Pulsen must assist in setup and startup. For further information, see the manual in the Help documentation.

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SUMMARY OF BALANCE ON UNPAID INVOICES BASED ON DATE RANGE DESCRIPTION Balance list on unpaid customer invoices based on date range per invoice type and / or billing method (PXX7439) We have developed a balance list on open customer invoices based on the date range below:

• Not due (including invoices that do not have due dates) • Expired 1 - 30 days • Expired 31 - 60 days • Expired 61 - 90 days • Expired 91 - 120 days • Expired 121 - 240 days • Expired 241 - 360 days • Expired more than 360 days

All invoices with balance <> 0 are included in the report. The report can be executed for individual sales channels or for everyone. If it is executed for all sales channels, a total is shown per sales channel and a total for all sales channels. The report can be executed in detail to obtain all invoices.

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GIFT CARD VALID TO USE BEFORE IT IS PAID DESCRIPTION We have developed a feature that makes it possible to use a gift card before the invoice for the gift card is paid. The gift card can be used as soon as the order for the gift card has been processed in the order execution. This feature is switched on per sales channel. If the feature is used, the gift card's status is set to "Normal" directly in the order execution, ie the status "Not paid" is never set for gift cards in the sales channels where the feature is switched on. This also applies to reports that are available. No other changes have been made to gift cards. Contact your KAM if you want to use this feature.

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MORE FLOWS IN RETURN MANAGEMENT DESCRIPTION We have added information to the printed return label, which allows you to streamline the flow when the return arrives at the warehouse. It is now possible to determine whether a defective return belongs to own production or external production, and whether a return is classified as a priority or not. Via information on the label you can control: • Obsolete returns of external products (which must be claimed from the supplier) or obsolete returns of own products, can easily be kept apart and placed on suitable warehouse locations. • Returns of priority products can be given priority and quickly taken into the warehouse where they then become available for sale. A new field, "Priority Return", is created for bearing article / variant. The fields are specified as dates and indicate how long an article variant is expected to be prioritized. The label is marked if the variant contains a date that has not been passed.

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CHANGE OF SORTING ORDER OF PAYMENT STATISTICS DESCRIPTION From now on the sorting order will be changed so that you can see the transactions that need to be addressed at the top of the list followed by the ones that have been fixed and those OK end up last.

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CHANGES ON THE CREDIT CARD DISPLAY DESCRIPTION Previously, not all invoice methods were displayed on the credit card display. This is now fixed.

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CHANGES ON LEDGER/USER DESCRIPTION Previously, ledger codes that were not manual were also shown on the Accounting / Users display. From now on only manual ledger codes are displayed, which are also available to choose from the "Payment methods" dropdown.

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NEW MESSAGE TO COMMUNICATE WITH CUSTOMERS (MK200) DESCRIPTION We have added a new message to communicate with the customer (MK200). For example, a summary of the customer's all undelivered orders etc. This message can be triggered via api calls by WsPcl (SendCustomerMessage).

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BENÄMNING

CUSTOMER BALANCE IS UPDATED WHEN CHANGING PAYMENT METHOD FUNKTION In Harmoney there is a feature where a customer can choose to pay an inpayment invoice with a credit card (applies from the web). The invoice is then added with credit card details and changes payment method to "Credit card". Since the invoice was originally a inpayment invoice, the invoice's balance is included in the customer balance. When the invoice changes payment method to "Credit card", the customer balance is not extinguished because payments of that type do not normally affect the customer balance. Changes has been made so that the customer balance is updated (reduced) at the same moment as the invoice changes payment method from "Inpaymeny Invoice" to "Credit card".