activant prophet 21 - erpcustomer.epicor.com · po import via sism purchase orders can be...
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Activant Prophet 21
Version 12.0: System Administration New Features
New Features Suite Course 1 of 5
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This class is designed for…
System Administrators
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Objectives
Discuss v12.0 System Administration new features
Interface ChangesOrder Entry RedesignNew importsAuto Execute Document LinksEmbedded Crystal ReportsPacking list datastream modified to include Hazmat information
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Objectives
Discuss v12.0 System Administration new features
Provide a "Save As" RMB option.Copy and Paste EnhancementsWarning for large print jobs / tag creationsAlgorithm for creating alphanumeric terms ids over 99EDI modifications
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This course will NOT cover…
New features in Order Entry, Inventory, Accounting, and Third Party
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GUI Interface Update
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Interface Changes
New logon splash screenSingle window formatNew navigationShortcut icons updatedKeyword search, new RMB options and resizingPortal Views revampedDynaChange modificationsField chooser adds fields to tabs
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New Logon Splash Screen
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Single Window Format
Band
Folder
Menu Item
Module
Side Bar
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My Menu
My Menu on sidebarMake My Menu show as icons with a RMB on icon barChoose placement My Menu iconsDetermine if you’d like to see text under icons
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Navigational Changes
Theme options saved automatically for user
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Navigational Changes
View tabs in the top or bottom of their respective panes
View upper and lower tabs in single row or multiple row formatSearch option at bottom of side bar
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Navigational Changes
Open in New Window RMB option available for Bands on Sidebar
Lower pane is resizable in all Prophet 21 windows by clicking on series of dots and draggingWindows menu option lists all open windows in applicationPop up windows have a transparency setting so data can be viewed on background window
Shift + Arrow Up/Down or Scroll Wheel Up/Down
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Portal Maintenance
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Portal View Assignment
User Maintenance Portal View tab
Role Maintenance Portal View tab
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Portal View
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DynaChange Modifications
Insert and Format menu optionsInsert text fields, picture fields, computed fields, today’s date and enter a group box around fieldsFormatting options available on the Format menu and shortcut icons available on toolbarNew color options available
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DynaChange Required Field Checkbox
Tab Order box allows tabbing on window to be changedRequired field checkbox available for input fields
Required icon displays in front of fieldError message given if required data is not entered
Imports, Fast Edits and Pricing Service will not look at user-defined required fields
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Field Chooser
RMB menu, choose Field ChooserDrag and drop field onto current tab
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Order Entry Redesign
Allow information from different tabs in Order Entry to be displayed on Order Entry windowSide panel added to Items tab
Choice of 5 standard panels and 2 custom panels
New grid format for itemsAllows for easy editing and uniform display of itemsFull grid modeGrid with panel mode
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Order Entry Redesign
Panels determined by Panel tab in User Maintenance
Available panelsNone (default)Open ValuesCostsLast Price Paid (if enabled)
Ext’d InfoCustom 1Custom 2
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Order Entry Redesign
Grid with Panel
Ext’d Info Panel
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Import Functionality
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Accessory Item Import
Accessory Item import added to Inventory Imports
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PO Import via SISM
Purchase Orders can be automatically imported via the Scheduled Import Service Manager
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Import RMAs
RMAs can be imported using the sales order import
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Document Links
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Auto Execute Document Links
Automatically print, fax or email linked documents for these transactional documents
Order AcknowledgementsPacking ListsQuotesRFQs
Document printing only applies to links set up in:Customer MaintenanceShip To MaintenanceSupplier MaintenanceOrder / Front Counter / RMA Entry
Item MaintenanceShippingPurchase Order Entry
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Auto Execute Document Links
Step 1 – Set up documents as Outside Use
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Auto Execute Document Links
Step 2 – Set up Customer or Ship To for Printing Outside Use Documents
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Auto Execute Document Links
Suppliers can be set up to automatically send linked documents in Supplier Maintenance
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Printing Forms via Report Windows
Outside use linked documents can print from the report windows for Order Acknowledgements, Packing Lists, and Purchase Orders
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Integrate External Crystal Reports
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Setup
Setup / System Setup / System / Crystal External Report
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External Reports Menu Option
External Reports option displays on reports menus in modules where reports are associated
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Miscellaneous Features
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Miscellaneous Features
The packing list datastream has been modified to allow Hazmat information to print for itemsRMB menu has a “Save As” option now so that data from reports and data window may be saved to various file formats – text, PDF, HTML, etcRMB menu has also been enhanced to allow users to copy and paste protected fieldsNew algorithm for creating terms IDs over 99
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Warning for Large Print Jobs
Maximum Number of Documents setting determines number of documents that will trigger the large print job warning
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EDI Modifications
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849 Modifications
New 849 Rebate Payment Report849 document displays reason codes for declined transaction lines
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849 Accept Rebate Discrepancy
Accounting > Accounts Payable > Maintenance > Vendor MaintenanceEnable feature by checking Allow import of rebate payments with a variance
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Variance Application Options
Apply to Invoice Line
The system applies the received amount to all applicable invoices. It applies the remaining balance to the invoice line that generated the rebate.
Apply to Newest Invoice
The system applies the received amount to all applicable invoices except for the one with the youngest invoice date. It applies the remaining balance to that newest invoice.
Apply to Oldest Invoice
The system applies the received amount to all applicable invoices except for the one with the oldest invoice date. It applies the remaining balance to that oldest invoice.
Prorate The system prorates the variance across all applicable invoices.
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Define Variance
Define acceptable variance as a flat amount or as a percentage.0000 = no limitCalculate Rebates on RMA’s
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Additional EDI Changes
P21 EDI changes for Parker 850867 Rockwell Enhancements
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Summary
v12.0 System Administration new featuresInterface ChangesOrder Entry RedesignNew importsAuto Execute Document LinksEmbedded Crystal ReportsPacking list datastream modified to include Hazmat informationProvide a "Save As" RMB option.Copy and Paste EnhancementsWarning for large print jobs / tag creationsAlgorithm for creating alphanumeric terms ids over 99EDI modifications
![Page 46: Activant Prophet 21 - erpcustomer.epicor.com · PO Import via SISM Purchase Orders can be automatically imported via the Scheduled Import Service Manager. Import RMAs](https://reader031.vdocuments.us/reader031/viewer/2022020316/5b5e31777f8b9a164b8c0314/html5/thumbnails/46.jpg)
For More Information…
Prophet 21 Help FilesVisit Activant on the web:
http://distribution.activant.com/View Educational Services course offeringsBrowse Documentation
New Features Guides
Search the Solutions databaseSubmit a Support case
E-mail Professional Services [email protected]
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New Features Suite
Version 12.0 Accounting New FeaturesVersion 12.0 Inventory New FeaturesVersion 12.0 Order Area New FeaturesVersion 12.0 Third Party New Features