what’s new in version 10 - eci software...

Updated October 2020

What’s New in Version 10

© 2020 ECI and the ECI logo are registered trademarks of ECI Software Solutions, Inc. All rights reserved.

ContentsNew Features in Version 10 ............................................................................................3

What’s New at a Glance ................................................................................................................... 3Text-Based Changes .......................................................................................................................... 3

Accounts Payable ................................................................................................................................3Accounts Receivable ...........................................................................................................................3General Ledger ....................................................................................................................................3Miscellaneous .....................................................................................................................................4Order Entry .........................................................................................................................................4Payroll .................................................................................................................................................4Vendors ...............................................................................................................................................4Warehouse ..........................................................................................................................................5

Graphical Changes ............................................................................................................................ 5Accounts Receivable ...........................................................................................................................5Customers ...........................................................................................................................................6Furniture .............................................................................................................................................7General Ledger ..................................................................................................................................10Item ...................................................................................................................................................10Machines ..........................................................................................................................................11Order Entry .......................................................................................................................................16Purchase Order Entry ........................................................................................................................19Reports .............................................................................................................................................21Vendors .............................................................................................................................................22Warehouse ........................................................................................................................................22

3 continue to next page


New Features in Version 10Each new software release includes upgraded features. Some affect text-based software only; others, graphical. Each upgraded or new feature is briefly described below, organized alphabetically by the module it affects. To the left of each feature is the version number in which it was released.

All features described in this handout are also included in the DDMS® online help.

What’s New at a GlanceSince the list of enhancements can get quite long over time, we reference the latest enhancements in this section.

10.30.0 Clover ASN and Invoices: You can process advanced shipping notices for Clover Imaging Group. For more information, see Processing Advanced Shipping Notices (ASN) for Clover. You can also use electronic invoicing with Clover. For more information, see Setting Up & Receiving Electronic Invoices for Clover Imaging Group.

10.26.0 Credit Cards: For Mastercard® credit cards, the system now checks the first six digits of the credit card number when manually entering a credit card. This enhancement was made to incorporate Mastercard’s use of 2-series Bank Identification Numbers (BINs). BINs represent the first six digits of the account number and help identify the account institution and ensure that each transaction is correctly routed. For more details, see Mastercard BINs.

Text-Based ChangesThe following is a list of features added to text-based Version 10 software:

Accounts Payable10.7.0 (LC1) A/P Journals Parameters Screen: You can now add new journals using the [N] New Journal

action code. When you add new journals, the A/P journal in the 1) field of the Journal Name column moves to the 2) field, the journal in the 2) field moves to the 3) field, and so on. If you add a thirteenth journal, the bottom journal name (in the 12) field) is removed from the list. The static journal name (JOUR-AP) and volume do not move.

Accounts Receivable10.7.0 (LA4) A/R Journals Parameters Screen: You can now add new journals using the [N] New Journal

action code. When you add new journals, the A/R journal in the 1) field of the Journal Name column moves to the 2) field, the journal in the 2) field moves to the 3) field, and so on. If you add a thirteenth journal, the bottom journal name (in the 12) field) is removed from the list. The static journal name (JNL-AR) and volume do not move.

General Ledger10.8.0 Year End Procedures: New prompts in the (J) screen simplifies the G/L process at year-end. You

can use the new Auto Copy function to automatically copy CHARTFILE and BUDGETFILE.

https://support.ecisolutions.com/doc-ddms/vendor/electronic/CloverASN.pdfhttps://support.ecisolutions.com/doc-ddms/vendor/electronic/ElInvClover.pdfhttps://support.ecisolutions.com/doc-ddms/vendor/electronic/ElInvClover.pdfhttps://www.mastercard.us/en-us/issuers/get-support/2-series-bin-expansion.html



Miscellaneous10.8.40 Address Taxability: Previously, in Address Taxability, tax information was stored by item groups

in P-TAX and then populated into JO-TAX. In 10.8.40, enhancements were made that allow you to report taxes by line. You must now convert the P-TAX records so that the data is stored by item instead of item groups. When you install version 10.8.40, sales journal files in the (LGA) screen are converted automatically. However, any sales journal files outside of the (LGA) screen must be converted manually. To do this, go to the (Z) screen and select the [B4] function. In the Enter File Name field, type ;SPCCNVTXJ and press Enter. In the Convert a Specific Sales Tax Journal File box, enter the first archive sales journal name to be converted. In the Volume field, enter the volume serial where the journal to be converted is stored. When finished, press Enter. At the Ready to Begin prompt, type Y. The Conversion Complete message appears. Enter the next archive journal to convert, along with the volume serial. Continue using these steps to convert each journal not listed in the (LGA) screen. Next, run the ;SPCCMPJR compression function by going to the text-based (Z) screen and selecting the [B4] function. Type ;SPCCMPJR in the Enter File Name field and press Enter. The Compress Journal Files screen appears.

In the Journal Type field, type S. When the Place an X to Mark Journals to Compress prompt appears, mark all of the journal files to compress by typing X in each row. When you are finished marking journals to compress, press Enter. Remember: This is a dedicated procedure. Be sure that no one is using the system before continuing.

Order Entry10.4.0 Order Entry Reports: The Merchant ID field was added to the (TR) [P] Credit Card Service Capture

and Invoicing of Prepay Orders report.

Payroll10.8.0 1099 Forms: The software was updated to properly align and print required data on Federal 1099

forms. Previously, minor changes made by the Federal Government resulted in the first page of data not spacing or aligning. These changes applied to the recipient’s name, address, and the payer’s information.

10.6.0 Affordable Health Care: We enhanced the (L4) screen to handle the new Additional Medicare tax changes made by the federal government. We also enhanced the (LH-N) and (HN) screens to allow reporting of the total dollar amount of employer sponsored insurance on W2 forms.

Vendors10.22.0 EDI Enhancement: We enhanced the text-based (G)[E] EDI Release function function to allow you

to ignore item substitutes for the following: Reference, Discontinued, and Reference Items if No On-Hand substitute types. To use this enhancement, the Substitutes Allowed box in the Customer Order Entry tab must be set to N.

10.11.0 HNI Account Numbers: This change allows HON Daily account numbers and contracts to be up to 25 characters. DDMS was already able to accomodate the longer fields for other HNI vendors, but in the future the HNI group will be using account numbers and contracts up to 25 characters. This version allows a longer contract field to be set up in PCN parameters and vendor settings in the (LFA2) vendor parameters for automated short buys.



Warehouse10.11.0 Shipping Notices: This feature lets you send a fax or an email notice when products are shipped,

thereby notifying your customers that their shipment is on the way. If you have drop ship orders and download ASN data, such as tracking numbers, this data can be displayed in text format on the shipping notice. You decide who receives the shipping notices by setting up the Customer database, and by defining which contacts receive notices using the Ship Notice box in the Customer Contacts window. Once you have set up your customer contacts and the feature has been enabled, you have two options to send them. You can use the text-based (TS)[H] Shipping Manifest screen or the text-based (TR)[M] screen. For more details about setting up and using this feature, see the Shipping Notices handout.

Note: Shipping Notices is a billable feature. You must be authorized to use this feature. For more information, contact ECI Sales.

10.3.0 Batch Printing Packing Slips for Orders: There are two new action codes in the (TS) Shipping Manifest screen that allow you more control over printing your invoices and pick tickets. You can select to batch print tickets or select to batch print invoices, then further limit by dates, sort order, etc.

Graphical ChangesThe following is a list of features added to the Graphical Version 10 software:

Accounts Receivable10.3.0 Change the Cash G/L Number in A/R: When entering batch detail in the A/R Batch Information

dialog box, a new option has been added: the Cash GL box. This box displays the general ledger cash account number. The ability to change the Cash G/L number depends on the Allow Changing the Default GL Cash Account parameter in the Keyop Accounts Receivable General Configuration window.

10.3.0 Add Invoices to be Paid When Posting Payments in A/R: If a customer’s invoice is not shown when posting payments in A/R, this new enhancement lets you easily add it to the list. The invoice is automatically checked for posting. Any credit (negative) postings appear in red. It is important to note that if you added a new invoice and later clear the box for posting, the invoice is automatically removed from the list and is not posted.

10.2.0 Edit Remarks in A/R Payments: You now have the ability to edit item remarks when adjusting invoice payment detail. After posting a payment, in the bottom section of the Accounts Receivable Posting window, click the check box corresponding to the invoice to change. Click the Edit menu and click Adjust Payment Detail Line, or type Ctrl + P. The Adjust Line Item dialog box opens. Click the Remarks box and enter the new remarks over the existing remarks. See the figure on the following page.

http://support.ecisolutions.com/doc-ddms/customer/contact/Shipping_Notices.pdf



Customers10.12.0 Encryption and Masking Credit Cards: To help ensure credit card security, credit card data is now

encrypted and masked. The first six digits of the credit card number are shown, the middle six are masked, and the last four are shown, for example, 411111xxxxxx1234. While encrypted credit card information indicates how data is stored, masked information is how data is displayed. When the software is installed, the system automatically converts credit card numbers in the following files: C-CARD, P-SPECIAL, P-TENDER, JO-SPECIAL, JO-TENDER, and all journals listed in the (LGA) screen. If you have other journal information not listed in the (LGA) screen, such as information from a previous year, you must manually convert it using the ;SPCCNVCCJ program in the (Z) [B4] screen. (This encryption is not intended to be PCI or PADSS compliant. It simply prevents the credit card number from displaying. PCI and PADSS compliancy will be achieved in DDMSPLUS®.) For more information about this encryption, see the Credit Card Encryption handout.

10.11.0 Shipping Notices: This feature lets you send a fax or an email notice when products are shipped, thereby notifying your customers that their shipment is on the way. If you have drop ship orders and download ASN data, such as tracking numbers, this data can be displayed in text format on the shipping notice. You decide who receives the shipping notices by setting up the Customer database, and by defining which contacts receive notices using the Ship Notice box in the Customer Contacts window. Once you have set up your customer contacts and the feature has been enabled, you have two options to send them. You can use the text-based (TS)[H] Shipping Manifest screen or the text-based (TR)[M] screen. For more details about setting up and using this feature, see the Shipping Notices handout.

Note: Shipping Notices is a billable feature. You must be authorized to use this feature. For more information, contact ECI Sales.

http://support.ecisolutions.com/doc-ddms/orderentry/payment/CCEncryption.pdfhttp://support.ecisolutions.com/doc-ddms/customer/contact/Shipping_Notices.pdf



10.8.0 Custom Price Plans Import Enhancements: A new enhancement to Customer Price Plans allows the user to append to an existing price plan when importing from an Excel® spreadsheet. This eliminates the risk of deleting the prior price plan. For more information, see the handout Customer Price Plans.

10.6.0 Enable Tax Districts: You can now allow a customer to use tax district taxing even if you are set up for Address Taxability (formerly CCH Taxing). Select the customer record in the Customer database then set the ED column in the Customer Shipto/Attention tab to Y.

10.2.0 Multiple Merchant ID: Previously, DDMS required a dealer to set up a new location to implement a new merchant ID. Now, the dealer can have the business system apply orders to different merchant IDs based on two different scenarios. First, orders can be applied by order type, as either web, commercial, or retail. This helps the dealer improve credit card rates. Second, you can set up a merchant ID for an individual customer account. This is especially helpful for GSA accounts.

10.2.0 Cost Center Codes: This feature allows a customer account-specific code to be entered at the item level. You can enter the code in both commercial order entry and ECinteractive. You can use general ledger numbers as your codes. This allows the dealer to provide reporting to the customer that has been sorted and totaled by the general ledger code. Using this method eases the process of posting to accounts payable.

Note: You must be authorized to use this feature. For more information, contact ECI Sales.

10.1.0 Creating Price Plans in Excel: You can now create a new price plan in an Excel spreadsheet, then import it into the Customer Price Plans module. Create the price plan in the Excel template provided in your v10.1 install. Once you’ve entered all the information in the spreadsheet, go to Price Plans, click Import Price Plans from Excel, and follow the prompts.

10.0.0 Order Codes: This feature lets you set a default order code which can be used to filter backordered items to specific purchasing processes, including the automated short-buy process. Previously this code could only be used with graphical software. In this latest software enhancement, this code can be used with text-based systems as well as Dealer Station and ECinteractive. To get started, set a default in the Order Code box in the Customer Order Entry 2 tab. When you place an order, the system automatically uses this default for your orders. After the order is completed, to change the code, you must do so using the graphical Order Entry Change or Verify windows. When a quote is released to an order, the order code is assigned to the customer to whom the quote is being released. It does not use the order code assigned to the quote. In addition, the ability to change the Order Code box in graphical O/E can be restricted using the Allow Order Code box in the Salesperson Price Check tab. The salesperson for the order must have the Allow Order Code box set to Y before the code can be changed.

Furniture10.10.0 Furniture Scheduler Password: Previously, when clicking the Scheduler icon in the Furniture

menu, the system prompted for a password. Set in the Scheduler Password box in the Furniture Parameters window, this password allowed users access to Scheduler utilities. If the user clicked Cancel when prompted, the Scheduler window opened, but utility options were unavailable. The system no longer prompts for this utility access password when the Scheduler icon is clicked from the Furniture menu. Instead, this prompt appears when attempting to access utilities within the Scheduler application, eliminating any unnecessary confusion. We have also enhanced the application by providing two levels of Scheduler security:

http://support.ecisolutions.com/doc-ddms/customer/pricing/CustPricePlan.pdf



Option 1: Provides full user access to the Scheduler application. This includes the ability to Add, Change, Delete, and access the Set Up Utilities. To set this up, set a password using the existing Scheduler Password box in Furniture Parameters. When the various options are clicked in the Scheduler window, the user is prompted to enter the correct password before continuing.

Option 2: Allows view-only access to the Scheduler application. This option prevents the user from Adding, Changing, and Deleting. The user is also not allowed to access the Set Up Utilities. To set this up, open the Furniture Project Management window. In the Module Tasks section, click Set Up Templates. If prompted for a password, enter the password set in the Furniture Parameter Set Up Password box and click OK. (The Set Up Password box in Furniture Parameters lets you restrict access to Project Management Set Up Templates and Set Up User Group options.) When the available options open in the Current Options section of the window, click the Set User Restrictions option. When the Set User Restrictions dialog box opens, click the Only View Schedule check box corresponding to the name of the user to restrict. To select more than one name, hold the Ctrl key and click each user’s name. When finished, click Apply. When users open the Scheduler window, they are restricted to viewing detail only. The various option icons in the window are also gray, thereby disabling access.

Note: An additional level of security lets you limit salespersons to viewing only their customer information when opening Scheduler event detail. You can set this limit using the User Type box in the Salesperson Master tab. If you set the User Type box to Salesperson, the selected user can only view their customer information when viewing event detail in the Scheduler window, including the customer’s name, account number, and address; project information; and the salesperson assigned to the account. For more details on the User Type box, see your DDMS online documentation.

10.8.0 Specify and Re-Specify Furniture Items: Using Order and Change modes in Furniture O/E, you can use the Specify New Item function to add new items from specifier programs, including 20-20 Worksheet™ for CAP Studio™ or for Giza Studio™ from 20-20 Technologies, Inc and ProjectSpec® from ProjectMatrix™. When using Project Spec, you can select to add a single item at a time. Using 20-20 Worksheet, you can add as many items as necessary. To use this feature, begin placing the order as you normally would. In the Item Detail tab, right-click the Item Number box and choose Specify New Item. Note that the specification software must reside on the client workstation where the order is being placed. Due to security protocols by specification companies, the use of their solutions cannot be deployed in terminal server, Cloud, Citrix, and hosted environments. For more details, see the Specifying Furniture Items handout.

10.7.40 Furniture Project Management: We have enhanced the Furniture Project Management window by adding the Customer Due Date column when selecting the Order View option.

10.6.0 Select All Items When Building a P/O in Order Entry: We have enhanced building purchase orders in O/E to adding the ability to select or de-select all items. To use this feature, after the Items To Be Purchased dialog box opens, click the new check box beside the Item Number box to select or de-select all items. This feature is useful when importing items from a .SIF file which do not have vendor aliases specified in the vendor database. Instead of scrolling through a long list of items and hand marking individual lines, this new check box allows adding all the items to the P/O at once, saving time as well as possible errors.

http://support.ecisolutions.com/doc-ddms/furniture/sif/FAQFurnSpecify.pdf



10.5.0 View Purchase Order Analysis Information in the Project Management window: You can now view purchase order detail from the Purchase Order History and Analysis window without leaving Project Management. After selecting the view and setting limits, click a displayed order. Under Current Options, click Display Purchase Orders. You can also right-click an order and choose Display Purchase Orders. The Sales Order dialog box opens, displaying detail for the P/O you selected. You can print the data shown, show and hide order specials, and modify the grid.

10.4.0 Limit the Furniture Scheduler Window by Location: Two new options have been added to the Furniture Scheduler Options dialog box. These options let you limit the Scheduler to only display events for specific general ledger or inventory locations. To use this feature, open the Scheduler

window and click . When the Options dialog box opens, click the Use Location Limits check box to specify that the system only display events for your general ledger and/or inventory locations. Click the corresponding G/L Locations and Inventory Locations boxes to specify the locations to view. Separate each location with a comma: 1, 2, 3, for example. It is important to note that if the Use Location Limits box is selected when scheduling events, the system shows resources for all locations. This prevents you from accidently scheduling allocated resources. Also, if the location for an order is later changed in O/E, you may need to view all locations before you can view or edit the scheduled event.

10.4.0 Using Furniture Print Groups: When creating Furniture orders, the Use Sort/Group as the Default Sort Order For Print Groups box in the Furniture General Configuration Parameters lets you specify how the system displays orders in the Furniture Print Groups dialog box. If print groups have not been assigned, you can use this box to change how the system sorts Furniture orders. Normally, the system defaults to sort Furniture orders in the Print Groups dialog box by Tag 1 order. If you set this box to Y, the system defaults to sort orders by Sort/Group order when the dialog box opens.

10.3.0 View Sales Order Detail in Furniture Project Management: You can view sales order detail from the Order Analysis window without leaving Project Management. After selecting the view and setting limits, click a displayed order. Under Current Options, click Display Sales Orders. You can also right-click an order and choose Display Sales Orders. The Sales Order dialog box opens, displaying sales order detail for the order you selected. You can print the data shown, show and hide order specials, and modify the grid.

10.3.0 View and Print Scheduled Event Detail in Project Management: We have enhanced the Project Management window to include Event View. When you select Event View, you can set numerous limits to include only the necessary information from the Furniture Scheduler window. This view can be useful when you need to print scheduled tasks for your delivery and installation teams. For example, you can specify to show all the deliveries currently scheduled for next week. When you print, select Landscape view. You can also adjust the size of the columns so line information prints on a single page.

10.1.0 Furniture Scheduler: This feature was designed to help you better track your deliveries, installations, and other activities related to your contract furniture business. In the Scheduler window, you can easily add, change, and delete event information. You can use this window to manage your available resources and event lists. The Scheduler window can also be quickly accessed from Furniture Project Management and Furniture Order Entry Change and Verify modes. To prevent unauthorized access, you can also set a password restricting the ability to open the Scheduler window. For more details, see the handout Setting Up & Using Furniture Scheduler.

http://support.ecisolutions.com/doc-ddms/furniture/project/FurnScheduler.pdf



10.0.0 Viewing Notes Everywhere: Notes Everywhere is now available in Furniture Order Entry. When creating purchase orders in Furniture Order Entry, you can now view vendor notes.

General Ledger10.7.0 Importing G/L Entries from a Spreadsheet: You can import G/L entries for non-permanent batches

from an Excel® spreadsheet. This new features allows you to import beginning balances, monthly entries from an outside accounting firm, make monthly reversing entries in Excel then import them into the DDMS system, and import budget figures into Chart of Accounts.

Item10.15.0 Locked Cost: Locked cost is a cost type that identifies the priority of pricing at the price plan

level. Some price plans might contain a cost that is used even if there is a lower price found on another price plan. Locked cost is set for the item in the O/PUS item update file. If the item is marked for locked cost in the item update file, this information is downloaded and displayed in the Locked Cost box in the Item database, Order Entry, and Purchasing.

10.8.0 Deviated Cost: This new enhancement allows you to set up a negotiated cost per item per customer account. You set up the deviated cost in Customer Price Plans. It also allows for rebate tracking. For more information, see the handout Using Deviated Costs.


10.8.0 Inventory Loaded Cost: This new feature allows stocking dealers to protect their margins by setting up a loaded cost on certain inventory items. You set up the loaded cost in the new Inventory Load Cost Percents window in the Item database. For more information, see the handout Setting Up Inventory Loaded Costs.


10.1.0 Searching for Items by Category: In the Item database, you can create category keywords that allow you to categorize items by a keyword and search for items by keyword in Order Entry. In Order Entry, you open the Item Search dialog box in the Item Detail tab to search for an item by department and/or category. The system displays the items that match the search criteria and you can place them on the order. Before using this new feature, you must set up the GL Dept and Categories boxes for each item in the Item Master tab, as well as set up the Category for Item Search box in the Order Entry General Configurations Parameters.

http://support.ecisolutions.com/doc-ddms/customer/pricing/deviatedcost.pdfhttp://support.ecisolutions.com/doc-ddms/customer/pricing/loadedcost.pdf



Machines10.8.0 Export & Import Meter Readings: We have enhanced the Machine Meter Readings window to

allow exporting and importing your meter readings. You can use the Machine Meter Readings window to import and export meter readings using a spreadsheet, such as Microsoft Excel. By importing, you gain not only flexibility, but can also save time and reduce input errors. For more information, see the handout Machine Billing.

10.8.0 View Meter Reading Source: We have added the ability to let you view the source of meter readings. While the source and order-taker number are stored in the Z-METER file, previously this information could not be viewed once that data was archived to the Z-M-HIST file. We have updated the following windows to allow viewing archived source details: the Contract Detail Meter tab, the Machine Detail Meters tab, and the Meter History dialog box. This helps keep your meter reading history data directly at your fingertips.

10.7.0 Machine Detail Window: We have enhanced the Accessory Management feature to allow you to add an accessory that does not have on hand quantities in the I-AUX file. If you attempt to do so, the system states that the item does not have an on hand quantity. If you proceed, the system allows the accessory to be added.

10.7.0 Machine Accessories Enhancements: We have made numerous enhancements to the graphical Machine Accessory feature to make it more intuitive and easier to use. Changes made to the Machine Accessories dialog box include the following:

• Easily View the Machine Selected: Previously, the Accessory Management dialog box did not display the machine you were processing when there was more than one. We have updated the dialog box to display the text for the first machine, for the second machine, and so forth.

• Access the Accessory Management Dialog Box when Renting, Loaning, or Demoing Machines: When using Serialized Order Entry, you now have the option to open the Machine Accessories dialog box. This allows you to easily attach accessories for rent, loan, and demo sales.

• Generating Setup Calls: When selling a machine and specifying to attach accessories, you can generate three different types of work orders for the machine. You can click the Setup, Delivery, and Network check boxes in the Machine Accessories dialog box. If you do so, the system automatically generates the work order. Previously, these options only applied when using the Demo Picker feature. They are now available when selling, renting, or leasing machines.

• View On Hand Information: We have added the ability to view on hand item details to theMachine Accessories dialog box. The new O/H, Alloc, Rent, Loan, Demo, and Lease columns display in the Search for Accessories section in the lower left corner of the dialog box.

• Scrolling through the Machine List: Previously, when accessing the Machine Accessories dialog box through the Machine Detail window, you could not scroll through the machine list. Instead, you had to close the dialog box and select a different machine. This has been changed to allow you to enter a different system number or to use the Next and Previous buttons in the Machine Detail window to automatically update the displayed machine in the Machine Accessories dialog box. Using this feature, you can easily scroll through all the machines in the database.

http://support.ecisolutions.com/doc-ddms/machine/billing/MachBilling.pdf



• Separate Generic and Backorder Machine Options: The Machine Accessories dialog box has been improved to separate both generic and backordered items with horizontal lines.

• Changing, Verifying, and Deleting Machine Orders: When you double-click a machine in Serialized Order Entry, the system now automatically opens the Accessory Management dialog box when changing, verifying, and deleting machine orders.

• Reassigning System Numbers: We have added the ability to remove the assigned system number from a machine when verifying an order. The order must be at a status 8 or less. It must also not have attached accessories. This option effectively changes keys on the machine currently on the order. To use this feature, when the Machine Accessories dialog box opens, right-click the machine to reassign and choose the Reassign Machine option. You are prompted to enter the Change Keys password. After specifying the correct password, you can reassign the system number.

• Set Zero Price and/or Cost on Accessory Items: We have added two new boxes to the Machine Accessories dialog box. These boxes are available after clicking the Zero $ Amts button, as shown below. The Zero Sell Price On ALL Accessories box lets you set a zero price for all accessories added to the order. When selecting this option, you are prompted to enter the Change Price password set in the (LG5) screen. The Zero Cost On ALL Accessories check box lets you set a zero cost for all accessories added to the order. When selecting this option, you are prompted to enter the Change Cost password set in the (LG5) screen.



10.6.0 Setting Meter Billing Frequencies: We have enhanced the ability to specify a meter billing frequency in the Machine Billing window. The limit now includes a drop down arrow to display meter billing choices. Previously this limit only allowed entering a single character.

10.4.0 Serial Query Dialog Box Browse Enhancement: In the Serial Query dialog box, you now have the option of clicking the Browse button. The Machine Browse dialog box automatically appears, showing additional machine information including the machine’s location; system, serial, and sub-system numbers; the item, company, and item description; the customer’s account number, department, and name; as well as the machine’s contract type and equipment type. This added detail can help when selecting the proper machine for the serialized transaction.

10.4.0 View Contract Information in the Assign System/Serial Numbers Dialog Box: When placing a covered supply order in Order Entry, the new Contract column has been added to the Assign System/Serial Numbers dialog box. This column displays the contract type associated with the machine and helps the order-taker immediately determine whether supplies are included for the contract type shown. This information comes from the Z-CONTRA file. In addition, when the

Assign System/Serial Numbers dialog box opens, the order-taker can also click to open the Serial Query dialog box. Click the Browse button and the new Machine Browse dialog box appears, limited to only those machines of the customer selected.

10.4.0 Serialized Lease Enhancements: This software version release includes many lease changes and enhancements, including the following:

Changed Serialized Lease Contract and Lease Buy-Out Order Flow: Previously, when using the Serialized Order Entry Lease function and placing a machine on the order, if the order was voided before completed, the machine did not return to the SERIAL customer. To address this issue, the flow of placing Serialized Lease orders has changed. Similar to selling service contracts, the Lease Master dialog box now opens only after clicking the Accept Order button on the Order Totals tab. A change has also been made to the Lease Buy-Out feature so records are not updated until you click Accept Order. This allows you to void the buy-out without changing any record information.



Create Umbrella Lease Contracts: You can now create umbrella lease contracts in Serialized Order Entry. To enable this enhancement, the Lease Profile dialog box includes two new boxes: Umbrella System # and Machine Quantity. This enhancement also lets you add a machine to an existing umbrella contract. If you select an existing umbrella system, you are notified that the umbrella system already exists. If you accept the existing umbrella system, you can add a new machine to the contract without needing to create a new one.

Cancel an Existing Lease Contract: This enhancement lets you easily cancel a lease contract in Serialized Order Entry. Begin the order as you normally would and click the Item Detail tab. In the Name box, right-click and select the new Lease Cancel option. Next, choose the machine from the list of lease machines belonging to the customer you selected. When the Reset Lease Buyout Disposition box opens, click the down arrow and choose the machine’s disposition: Shelf, for example. When finished, click OK. The system returns the machine to the SERIAL customer and deletes the contract lease information. If the machine is on an umbrella contract, the umbrella information is also deleted. In addition, the Rent/Loan/Demo/lEase box in the Machine Detail Other tab is set to lowercase e to indicate a canceled lease.

Print Lease Remarks on Invoices: You can now print lease remarks on both lease contracts in Order Entry and on lease billings. To enable this feature, the new Lease Remarks box has been added to the Contract Types Order Entry tab. To print remarks, set this box to Y.

Specify a Salesperson when Performing Lease Billings: Use this enhancement to assign a separate salesperson number for lease billings in the Machine Billing window. To enable this feature, the Salesperson box has been added to the Contract Detail Lease tab. The system automatically updates the Salesperson box when performing lease billings.

Update Machine Shipto Detail: When selling a rental, loaner, demo, or lease contract, the machine shipping detail is also updated, along with the contract information.

10.3.0 Exporting Machine Renewals: You now have the ability to export renewal information in the Machine application. To do so, go to the Machine Update Renewals window and set your sorts and limits. When the results display, click the Export Renewals link under Current Options. Save the file to your hard drive. and then you can view the spreadsheet detail a format of your choice and send to your customers. You can use the Renewal Contact Type box in the Serialized General Configuration parameters to set a default contact type: Renewals, for example. You set up the contact type details using the Serial Contacts window, including contact type, contact name, fax, and email address. If you leave the parameter blank and have a blank contact type set up for the contact, it uses that information instead. For more information, see the DDMS online help topic Using the Serialized Contact Window.

10.2.0 Updating Machine Renewals: In software version 10.0, the Machine Meter Readings feature was added to graphical software. In version 10.1, we added the ability to also generate machine billings for contracts, meters, and leases. This phase allows you to update your machine renewals. To do so, click the Machine Billing icon in the Machines menu. Under Machine Tasks, click Update Renewals. Use the Renewal Date From and To boxes to enter the dates for which to update renewals. After you set limits, you can verify individual contract records or you can process them in a batch. When you are ready to update, click Save. For more information, see the handout Machine Billing.

http://support.ecisolutions.com/doc-ddms/help/Contacts/Using_the_Serialized_Contacts_Window.htmhttp://support.ecisolutions.com/doc-ddms/machine/billing/MachBilling.pdf



10.2.0 Email/Fax Machine Meter Reading Requests: We added the Machine Meter Readings feature to software version 10.0.0. In version 10.2.0, we added the ability to email or fax the customer a meter reading request from the Machine Billing window. This ensures that you have the most up-to-date meter readings before you actually bill. The system uses the default contract type for meter readings set in the Meter Readings Contract Type box in the Serialized General Configuration parameters. Formats for meter reading requests are set in the Meters Fax and Meters Email fields in the text-based (L6T) Fax Parameters screen. (To use the email/fax feature, you must be set up and using AutoCommII.) Next, you can enter meter readings, search for meters, add meters not shown, or delete meter readings without leaving the Machine Billing window. The Z-M-BILL file is updated with the meter readings you specified. The Current Reading Clicks and Date boxes in the Contract Detail Meter tab are also updated.

10.1.0 Generating Machine Billings: In software version 10.0, the Machine Meter Readings feature was added to graphical software, allowing you to enter meter readings before actually billing them. In version 10.1, we added the ability to generate your machine billings. Once you enter meter readings and are ready to bill, the Machine Billings function lets you bill contracts, meters, and leases all at once. When you do, you can set numerous limits. The more limits you set, the more you can narrow to include just those contracts you are prepared to bill. After the limits are set, all the contracts based on your criteria are shown. Simply click the Update box beside the contracts to bill and click Process.

10.0.0 Assign a Default Call Priority to a Machine: Previously, you had the ability to assign a call priority to a customer. Now, you can assign a call priority to a specific machine. This is useful for customers who have multiple machines. For existing machines, you can manually assign a default call priority in this box, as shown below. After you do, when creating a call in the Work Orders window, the system checks to see if the machine is assigned a default call priority. If assigned, the system uses the default priority as specified. You can also set the call priority for a machine when selling a contract using the new Call Priority box in the Serialized Contract dialog box. Call Priority information is stored in the Z-SUPP file and can also be used in Report Writer.



10.0.0 Machine Meter Readings: We added the Machine Billing feature to graphical software. Divided into different phases, this beginning phase lets you enter meter readings in the new Machine Billing window. Before you can generate machine billings for contracts containing meters, you must enter meter readings. This ensures that your meter readings are up-to-date before you actually bill them. Using the Machine Billing window, you can specify dates, and a wide array of limits for the meters to include. This makes billing your meters very flexible and convenient.

Order Entry10.26.0 Credit Cards: For Mastercard® credit cards, the system now checks the first six digits of the credit

card number when manually entering a credit card. This enhancement was made to incorporate Mastercard’s use of 2-series Bank Identification Numbers (BINs). BINs represent the first six digits of the account number and help identify the account institution and ensure that each transaction is correctly routed. For more details, see Mastercard BINs.

10.15.0 Locked Cost: Locked cost is a cost type that identifies the priority of pricing at the price plan level. Some price plans might contain a cost that is used even if there is a lower price found on another price plan. Locked cost is set for the item in the O/PUS item update file. If the item is marked for locked cost in the item update file, this information is downloaded and displayed in the Locked Cost box in the Item database, Order Entry, and Purchasing.

10.13.0 Exporting Data in the Order Analysis Window: Previously you opened the Print Preview window to export information shown in the Order Analysis window. This process has been enhanced by adding the ability to directly export data to a spreadsheet in a few easy steps. In the Order Analysis Current Options section, click Export Grid. When the Export to Spreadsheet dialog box opens, you can specify a file name as well as the location where the file should be stored. You can also indicate which data to include. When finished, click Export. For more details, see your online documentation or the Order Analysis handout.

10.12.0 Encryption and Credit Cards: To help ensure credit card security, credit card data is now encrypted and masked. The first six digits of the credit card number are shown, the middle six are masked, and the last four are shown, for example, 411111xxxxxx1234. While encrypted credit card information indicates how data is stored, masked information is how data is displayed. When the software is installed, the system automatically converts credit card numbers in the following files: C-CARD, P-SPECIAL, P-TENDER, JO-SPECIAL, JO-TENDER, and all journals listed in the (LGA) screen. If you have other journal information not listed in the (LGA) screen, such as information from a previous year, you must manually convert it using the ;SPCCNVCCJ program in the (Z) [B4] screen. (This encryption is not intended to be PCI or PADSS compliant. It simply prevents the credit card number from displaying. PCI and PADSS compliancy will be achieved in DDMSPLUS.) For more information about this encryption, see the Credit Card Encryption handout.

10.9.0 Using the Also Bought Items Feature: This enhancement lets you set up your system to display a list of S. P. Richards products when a specific item is placed on an order in graphical Commercial O/E. This useful feature can help you suggest additional items to the customer when placing orders. For example, suppose the customer purchases post-it notes. After you enter the item number and click Accept, the system identifies that binders and folders have been purchased in the past. These items, along with their corresponding item numbers, descriptions, and specific customer selling prices display in the Also Bought dialog box so you can suggest the customer add them to the order. For more information, see the online help topic About Also Bought Items.

https://www.mastercard.us/en-us/issuers/get-support/2-series-bin-expansion.htmlhttp://support.ecisolutions.com/doc-ddms/orderentry/history/OrderAnalysis.pdfhttp://support.ecisolutions.com/doc-ddms/orderentry/payment/CCEncryption.pdfhttp://support.ecisolutions.com/doc-ddms/help/orderentry/About_Also_Bought_Items.htm



10.8.0 Address Taxability: When you import CCH Tax files, a new log file is available for you to view exactly what was updated. This new log file, T-LOG, is easily accessed in the Address Taxabililty window. Click File then select View Tax Import Log File (T-LOG). For more information, see the Setting Up Address Taxability handout.

10.7.40 Order Analysis: We have added the Vendor Acknowledgement Ship Date column to the Order Analysis window. This column displays the date that the product is actually shipping from the vendor. While you cannot limit by vendor acknowledgement shipping dates, this information is useful by helping you to determine when to print an installation or delivery ticket. It can also help you prepare the warehouse for the receipt of goods. For this column to appear, you must first modify your grid options by clicking Customize Grid and selecting to view the column. This column is hidden by default.

10.6.0 Select All Items When Building a P/O in Order Entry: We have enhanced building purchase orders in O/E to adding the ability to select or de-select all items. To use this feature, after the Items To Be Purchased dialog box opens, click the new check box beside the Item Number box to select or de-select all items. This feature is useful when importing items from a .SIF file which do not have vendor aliases specified in the vendor database. Instead of scrolling through a long list of items and hand marking individual lines, this new check box allows adding all the items to the P/O at once, saving time as well as possible errors.

10.6.0 Ignore State State Only Tax for POS: You can check the Ignore State Only Tax Setting for POS in the Address Taxability Parameters to ensure that the order will be fully taxed at point-of-sale. For example, if the customer is set up with a S in the Taxable box in the Customer Order Entry tab, this setting allows you to charge full tax in the retail environment in place of state-only tax.

10.4.0 Using Furniture Print Groups: When creating Furniture orders, the Use Sort/Group as the Default Sort Order For Print Groups box in the Furniture General Configuration Parameters lets you specify how the system displays orders in the Furniture Print Groups dialog box. If print groups have not been assigned, you can use this box to change how the system sorts Furniture orders. Normally the system defaults to sort Furniture orders in the Print Groups dialog box by Tag 1 order. If you set this box to Y, the system defaults to sort orders by Sort/Group order when the dialog box opens.

10.3.0 Additional Information Added to the Order Analysis Window: This window has been enhanced to include new customer, project, and sale order limits. For example, under Sales Order Detail Limits, you can now limit using the secondary salesperson and the order’s status. Under Project limits, you can limit using the project’s name, and so on. Additional detail has also been added to the Quick Order Lookup view. Columns of information have been added to the Analyze Orders and Analyze Line Items window. You can also view new data groupings when using the Analyze Order Groups and Analyze Item Groups feature.

10.1.0 Searching for Items by Category: In the Item database, you can create category keywords that allow you to categorize items by a keyword and search for an item by keyword in Order Entry. In Order Entry, you open the Item Search dialog box in the Item Detail tab to search for an item by department and/or category. The system displays the items that match the search criteria and you can place them on the order. Before using this new feature, you must set up the GL Dept and Categories boxes for each item in the Item Master tab and set up the Category for Item Search box in the Order Entry General Configurations Parameters.

http://support.ecisolutions.com/doc-ddms/customer/tax/addresstax.pdf



10.1.0 Coupons and Promotions: This enhancement lets you add promotions such as free goods, samples, and gifts to a customer’s order, based on different qualifying amounts. For example, you could send a free coffee mug to any customer whose order totals $100 or more. You can also set up one-time or reusable coupons as well as discounts to apply to orders. In the Promotion window, the Promotions Order Requirement Type box and Promotions Benefit Type box work together to determine the promotion being offered. You can use promotions with commercial and retail order entry as well as Web storefront orders. For details, see the handout Setting Up & Using Promotions.

10.0.0 Analyzing Sales Order Data: To help you more easily view and track your order history information, we have added the new Sales Order History and Analysis window. This window combines all the benefits of the O/E History window, along with order analysis and reporting features. It provides an easy, streamlined method by which you can set limits and report on data, as well as print analysis results. Grid options let you further customize how the data is grouped and displayed. The Sales Order History and Analysis window provides several different security options that can help you restrict individuals from viewing confidential security information. You can provide minimal security or a high level of security, depending on your business needs.

10.0.0 Order Codes: This feature lets you set a default order code which can be used to filter backordered items to specific purchasing processes, including the automated short-buy process. Previously, this code could only be used with graphical software. In this latest software enhancement, this code can be used with text-based systems as well as Dealer Station and ECinteractive. To get started, set a default in the Order Code box in the Customer Order Entry 2 tab.

http://support.ecisolutions.com/doc-ddms/orderentry/coupon/ddPromotions.pdf



When you place an order, the system automatically uses the default for your orders. After the order is completed, to change the code, you must do so using the graphical Order Entry Change or Verify windows. When a quote is released to an order, the order code is assigned to the customer to whom the quote is being released. It does not use the order code assigned to the quote. In addition, the ability to change the Order Code box in graphical O/E can be restricted using the Allow Order Code box in the Salesperson Price Check tab. The salesperson for the order must have the Allow Order Code box set to Y before the code can be changed.

10.0.0 View and Retrieve Customer Orders by Route: The Route column has been added to the Order Entry Order Browse dialog box. This column lets you view and search for orders using route information. You can search for orders in Order, Change, and Verify modes. This column only appears if the Add Order Route to Order Browse box in the Order Entry General Configuration Parameters is set to Y.

Purchase Order Entry10.30.0 Clover ASN and Invoices: You can process advanced shipping notices for Clover Imaging Group.

For more information, see Processing Advanced Shipping Notices (ASN) for Clover. You can also use electronic invoicing with Clover. For more information, see Setting Up & Receiving Electronic Invoices for Clover Imaging Group.

10.25.0 S.P. Richards CSO/VSO Items: S.P. Richards and CSO/VSO Items: This S.P. Richards™ enhancement provides a more efficient method of handling Catalog Special Order/Virtual Special Order (CSO/VSO) items. CSO/VSO SKUs are items S.P. Richards offers as an expanded range of products available to increase order size. These SKUs are not currently stocked in S.P. Richards locations, but are offered in catalog content and are available using your current automated ordering process. The S.P. Richards system recognizes these SKUs, orders them directly from the manufacturer, and ships them to your designated location. Since they ship directly from the vendor, they have an extended delivery time. This information is also part of the price file and content data. Previously, these SKUs appeared on the S.P. Richards electronic acknowledgment as Accepted with your stocked products, which could be misunderstood as products being shipped the same night as stocked products that were ordered for next day delivery. As a result, these items were often received and flushed in error. This new feature is designed to help avoid confusion by preventing non-shipped CSO/VSO items from being final-received and shipped before you or your customer actually receive the products. It does this by flagging orders containing CSO/VSO items as Special Orders. When CSO/VSO items are transmitted and acknowledged by S.P. Richards as Special Order items, the system flags those items to prevent them from being final-received. When you or your customer receive the CSO/VSO items, depending on how you determine to have the SKUs delivered, you can then manually final-receive the CSO/VSO items in the Purchase Order Entry window and complete the invoicing process. For more information, see the S.P. Richards & Catalog Special Order/Virtual Special Order Items handout.

10.21.0 New PSN Vendor: Aster Graphics has been added as a new PSN vendor. For more information, see the Setting Up and Using the Aster Graphics PSN handout.

10.18.0 New PSN Vendor: Identity Group has been added as a new PSN vendor. For more information, see the Setting Up & Using the Identity Group PSN handout.

10.15.0 New PSN Vendor: ComplyRight has been added as a new PSN vendor. For more information, see the Setting Up and Using the ComplyRight PSN handout.

https://support.ecisolutions.com/doc-ddms/vendor/electronic/CloverASN.pdfhttps://support.ecisolutions.com/doc-ddms/vendor/electronic/ElInvClover.pdfhttps://support.ecisolutions.com/doc-ddms/vendor/electronic/ElInvClover.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/SPRCatSpecOrdItems.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/SPRCatSpecOrdItems.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/AsterGraphicsPSN.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/identitygrouppsn.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/complyrightpsn.pdf



10.15.0 Locked Cost: Locked cost is a cost type that identifies the priority of pricing at the price plan level. Some price plans might contain a cost that is used even if there is a lower price found on another price plan. Locked cost is set for the item in the O/PUS item update file. If the item is marked for locked cost in the item update file, this information is downloaded and displayed in the Locked Cost box in the Item database, Order Entry, and Purchasing.

10.13.0 Exporting Data in the Purchase Order Analysis Window: Previously you opened the Print Preview window to export information shown in the Purchase Order Analysis window. This process has been enhanced by adding the ability to directly export data to a spreadsheet in a few easy steps. You can click Export Grid and specify a file name as well as the location where the file should be stored. You can also indicate which data to include. When finished, click Export. For more details, see your online documentation or the Purchase Order Analysis handout.

10.11.0 New PSN Vendor: United Direct has been added as a new PSN vendor.

10.8.20 New PSN Vendor: Ghent has been added as a new PSN vendor. For more information, see the Setting Up & Using the Ghent PSN handout.

10.8.0 New PSN Vendor: Quality Park has been added as new PSN vendors. For more information, see the Setting Up & Using the Qualty Park PSN handout.

10.7.0 New PSN Vendor: Supplies Wholesalers has been added as a new PSN vendor. For more information, see the Setting Up & Using the Supplies Wholesalers PSN handout.

10.5.0 United ASN: The Advanced Shipping Notice (ASN) feature allows you to retrieve an ASN document from United to update carton IDs, freight tracking numbers, carton counts, and/or short ship exceptions. You have the option to download all or part of the ASN. This information allows the dealer to be more proactive in correcting orders where the product was originally acknowledged as in-stock by United, but was not delivered. This information also provides accurate carton counts on your shipping manifest and allows order takers to see the UPS tracking numbers for United carton IDs in Order Entry History.

10.4.0 New PSN Vendor: LMI has been added as a new PSN vendor with this release. For more information, see the Setting Up & Using the LMI PSN handout.

10.4.0 Purchase Order Analysis: To help you more easily view and track your purchase order history information, we have added the new Purchase Order History and Analysis window. This window combines all the benefits of the P/O History window, along with purchase order analysis and reporting features. It provides an easy, streamlined method by which you can set limits and report on data, as well as print analysis results. Grid options let you further customize how the data is grouped and displayed. The Purchase Order History and Analysis window also provides several different security options that can help you restrict individuals from viewing confidential security information. You can provide minimal security or a high level of security, depending on your business needs.

10.2.20 Display Your On Hand Quantities On Your eCommerce Website: When your customers shop your eCommerce website, they want to know whether an item is in stock and ready to be shipped. Knowing an item is out of stock could affect shopping decisions. This enhancement lets you display your on hand quantities to your online shoppers. To do so, there are certain steps you must first complete. Have your network administrator open firewall ports 9965 and 9966 to use the new ECI EBS SQL pipeline, required for these vendor communications features. Import your data through the EBS SQL Import Panel. You must import your file information and then set up a schedule for

http://support.ecisolutions.com/doc-ddms/purchasing/POAnalysis.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/GhentPSN.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/QualityParkPSN.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/SuppliesWholesalerPSN.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/LMIpsn.pdf



importing future data. There are two DDMS parameters you must consider and you must also set up the Vendor Supply Options dialog box for use with this feature. Once your back office system is configured, use your Administrative web site to set up on hand quantity preferences for the entire site using the Site Preferences page. Use the Quantity On Hand Management page to customize preferences for individual accounts which can then be applied to all customers within the account or to specific customers. For more information, see the Quantity On Hand handout.

10.2.0 New PSN Vendors: New PSN vendors available with this release include Educator’s Resource and Katun. For more information, see the Setting Up & Using the Educators Resource (EDR) PSN and Setting Up & Using the Katun PSN handouts.

10.1.0 New PSN Vendor: New PSN vendor available with this release is TOPS. For more information, see the Setting Up & Using the TOPS PSN handout.

10.0.0 New PSN Vendor: New PSN vendor available with this release is Trodat. For more information, see the Setting Up & Using the Trodat PSN handout.

10.0.0 Order Codes: This feature lets you set a default order code which can be used to filter backordered items to specific purchasing processes, including the automated short-buy process. Previously this code could only be used with graphical software. In this latest software enhancement, this code can be used with text-based systems as well as Dealer Station and ECinteractive. To get started, set a default in the Order Code box in the Customer Order Entry 2 tab. When you place an order, the system automatically uses the default for your orders. After the order is completed, to change the code, you must do so using the graphical Order Entry Change or Verify windows. When a quote is released to an order, the order code is assigned to the customer to whom the quote is being released. It does not use the order code assigned to the quote. In addition, the ability to change the Order Code box in graphical O/E can be restricted using the Allow Order Code box in the Salesperson Price Check tab. The salesperson for the order must have the Allow Order Code box set to Y before the code can be changed.

Reports10.20.0 New Taxing Report: A new taxing report is available for CCH Taxing (Address Taxability) users. The

Sales Tax (Address Taxability) custom report allows you to report taxing at a jurisdiction level. If you have Florida customers or ship product to Texas from out of state, you need reporting at a jurisdiction level.

10.6.0 New Extended Dollar Report for Machines: This new SQL report uses the cost from Machine Detail for the specific machine. This includes all machines listed under Rent, Loan, Demo, and Lease, as well as machines attached to the SERIAL customer.

10.5.0 New Contacts Reports: There are new contact reports for Customers, Vendors and Salespersons.

10.3.0 New Furniture Scheduler Reports: There are four new reports for Furniture Scheduler. You must add the reports from the project.xml file. The reports include: Scheduled Delivery Report, Scheduled Install Report, Scheduled Events, and Scheduled Events w/Shipto.

10.0.0 New SQL Reports: New reports include: Customer Group Sales Analysis, Customer Aging Totals, Customer Usage by Date, Third Party Billing Invoice Register, and Vendor Alias.

10.0.0 New Furniture Reports: Two new furniture reports are available. There is also a new uncataloged report for Furniture: the WIP Uncataloged Posted Monthend Report.

https://support.ecisolutions.com/doc-ecinteractive/catalogsearch/ecQtyOnHand.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/EducatorsResourcePSN.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/KatunPSN.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/TOPSpsn.pdfhttp://support.ecisolutions.com/doc-ddms/vendor/psn/TrodatPSN.pdf

22


Vendors10.0.0 Kimball Office and National Dealers: When using PSN to transmit purchase orders, Kimball

Office and National Dealers can set the Distribution Channel box to Direct in the Purchase Order Communications Vendor Options tab. If using the direct ship option, be sure to specify a ship to address with one exception: you do not have to enter the suite. In addition, the customer identification number shown in the St Cust ID box is not required and can be left blank.

10.0.0 HON DSR: New parameters in the Vendor Private Communications Network window let you set up a Dealer Sales Representative (DSR) email.

Warehouse10.10.0 HazMat SQL Report: You can set up hazardous items in the Item database and keep track of them

by printing the Delivery Manifest HM report. This report lets you keep track of the total quantity and weight of the hazardous materials loaded on each truck. This report details the HazMat class, item description, number of items on order, and the total weight of the items. You add this report in Preview Reports. For more information on this new report, see your online help.

10.3.0 Display Sales Orders in Delivery Manifest: In the Delivery Manifest List window, you can now view sales orders for a manifest. You must first set the new parameter in the General Parameters window. Simply click the manifest ticket to highlight and then click Display Sales Order(s) in the Current Options menu. The Sales Order window opens displaying sales order history for this ticket. You can also print, fax, and email the displayed order from this window.

what’s new in version 10 - eci software...

Documents