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Prelude Version24 New Features List

Prelude V24 New Features


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Prelude Version24 New Features List .......................................................................................................... 1

General Application Functionality ................................................................................................................. 4

Inquiry Architecture .................................................................................................................................... 4

New Password Options ............................................................................................................................. 4

Emailing Reports ....................................................................................................................................... 4

Scheduler................................................................................................................................................... 4

Document Management Email/Fax ........................................................................................................... 4

System Parameters ....................................................................................................................................... 5

Field Level Security ................................................................................................................................... 5

Maintenance .............................................................................................................................................. 8

Purges ..................................................................................................................................................... 10

File Update Utility .................................................................................................................................... 11

Data Extraction Utility .............................................................................................................................. 11

Computer Utilities ........................................................................................................................................ 13

JBOSS Status .......................................................................................................................................... 13

Tomcat Status ......................................................................................................................................... 13

Directory Status ....................................................................................................................................... 14

Order Processing ........................................................................................................................................ 17

Sales Order Entry .................................................................................................................................... 17

Quote Order Entry ................................................................................................................................... 17

Customer Jobs ........................................................................................................................................ 18

Maintenance ............................................................................................................................................ 18

Inquiries ................................................................................................................................................... 20

Reports .................................................................................................................................................... 20

Purchasing .................................................................................................................................................. 22

Purchase Order Entry .............................................................................................................................. 22

Recommended Purchase Order Entry .................................................................................................... 22

Processes ................................................................................................................................................ 23

Maintenance ............................................................................................................................................ 23

Inquiries ................................................................................................................................................... 24

Reports .................................................................................................................................................... 25

Inventory...................................................................................................................................................... 26

Stock Receipts ......................................................................................................................................... 26

Processes ................................................................................................................................................ 26

Maintenance ............................................................................................................................................ 27

Inquiries ................................................................................................................................................... 27

Reports .................................................................................................................................................... 27

Bill Of Material/Work Order ......................................................................................................................... 29

Work Order Entry ..................................................................................................................................... 29

Processes ................................................................................................................................................ 29



Maintenance ............................................................................................................................................ 29

Inquiries ................................................................................................................................................... 31

Reports .................................................................................................................................................... 31

Shop Repair ................................................................................................................................................ 32

Shop Repair Order Entry ......................................................................................................................... 32

Processes ................................................................................................................................................ 33

Inquiries ................................................................................................................................................... 33

Rental .......................................................................................................................................................... 34

Rental Order Entry ................................................................................................................................... 34

Inquiries ................................................................................................................................................... 34

Element Credit Card .................................................................................................................................... 36

Sales Order Entry .................................................................................................................................... 36

Cash Receipts Entry ................................................................................................................................ 37

Accounts Payable ....................................................................................................................................... 38

Payment Selection/Print .......................................................................................................................... 38

Reports .................................................................................................................................................... 38

Accounts Receivable ................................................................................................................................... 39

Cash Receipts ......................................................................................................................................... 39

A/R Payment Entry (ARPE) ..................................................................................................................... 39

Maintenance ............................................................................................................................................ 39

Inquiries ................................................................................................................................................... 39

Advanced Warehousing .............................................................................................................................. 41

Maintenance ............................................................................................................................................ 41

Warehouse Default Receiving Bin Maintenance ..................................................................................... 44

Stock Transfers ....................................................................................................................................... 45

Bin Replenishments ................................................................................................................................. 47

Reports .................................................................................................................................................... 47

Job Accounting ............................................................................................................................................ 48

Job Billing Entry ....................................................................................................................................... 48

Electronic Entry (Licensed Module) ............................................................................................................ 49

Electronic Entry ....................................................................................................................................... 49

Additional Interfaces .................................................................................................................................... 50

Manifest ................................................................................................................................................... 50

TourDeForce ........................................................................................................................................... 50

Avalara Sales Tax ................................................................................................................................... 50

Strategic Pricing ...................................................................................................................................... 51



General Application Functionality

Inquiry Architecture We have developed a technique to customize our front-end inquiry screens and still run from our normal shortcut (slash) commands or menus. This provides some flexibility if you would like to tailor your inquiry screens to reflect fields that are more critical for your business. This would require a modification project, but wanted to make you aware of this possible option.

NOTE: This is mainly directed to the front-end screens like SOI, POI, ARI, etc. and not the drilldown detail transaction screens.

New Password Options

Periodic Update Definition (PUD) – PUD

F8-Print Chks in A/P Check Printing – APPS.CHECK.PRINT

Supply code is changed on quote line item screen – QTE.SUPPLY.CODE

If order type is 06, and changed to another order type – ORD.TYPE.06

If order type is 05, and changed to another order type – ORD.TYPE.05

Emailing Reports

When emailing a report, you are presented with the Email Information screen. ‘File Type’ field has been expanded to provide an option of TAB’. This is a new file format option to send the report results as an attachment with a tab delimited file format.

Scheduler

Scheduler Report

This is a new report that provides an output of all scheduled jobs and their current status.

Document Management Email/Fax This is new functionality that will allow you to define the email addresses or fax numbers that each specific document should be sent for a customer or vendor related document. This is defined by document, like an invoice, quote, statement, purchase order, etc. The system today has general defaults it uses for various email/fax fields within customer or vendor maintenance. However, those fields are used for many forms and no ability to define specific email/fax recipients for a specific document. This new logic even provides overrides at the transaction level as needed.

This new logic is activated within a system option. However, if this is activated, we will need to first make some changes within your forms programs to call this new logic, in place of the previous logic. If you had any special default logic previously performed, that might need to also get reprogrammed within this new logic.



System Parameters

Field Level Security A new feature has been developed to provide the ability for field level security. You can assign user(s) to a new security level code (group) and assign field level restrictions. If a user has been assigned a security level code, and a field added to that codes restriction list, then the user cannot change existing data within the field/file indicated. If the user tries to change the data, the system will present the following message.

User Id Maintenance

‘Security Level Mnt’ has been added to authorize a user to maintain the security level records. This includes adding new fields to the security levels and maintaining existing records.

‘Security Level Code’ has been added to assign the user to a specific security level code (group) that will manage the restrictions imposed on specific fields/files.



Security Level Maintenance

This is a new maintenance routine for building and maintaining the security level codes. The restriction is added by recording the file name and field name that cannot be changed. There is also an F10-Copy to assist with creating new records.

Another option (and most efficient) for building the restriction is using the /MS utility. While in the desired application routine and on the field that should be restricted, do /MS. There is a new F5-Security function key that will launch a different maintenance routine where you can list all the groups that should have this field restricted. This ‘F5-Security’ is authorized only for the users who have the ‘Security Level Mnt’ field in User Id Maintenance set to ‘Y’.

/MS



F5-Security

The F2-Save function key will then add this file and field to restrictions for each security level requested.

When a field has been restricted, the user will have access to the field but they cannot change the existing data. They will receive an error message stating that they are not authorized.

A few notes.

- Since this group is assigned to user(s) who can work in multiple companies, this new security is not company specific. The security level code will be used in all companies.

- If a field is required and currently blank, the user will be allowed to add the data the first time. They will be restricted from changing the data going forward.

- There are fields that are shared across several different applications. An example is the location retrieval screen that is displayed at the beginning of each transaction entry for users that work in multiple locations. A restriction applied while in Sales Order Entry will then restrict all applications that display the location retrieval screen like Purchase Order Entry, Transfer Entry, etc. Another example is the Order Type field in Sales Order Entry. This same order type field is used in Credit Memo Entry and RGA entry so the same restriction would apply in all routines.

- Please do not restrict the lot number, serial number, or bin location fields in any document entry routine. The business rules still apply for each type. For example, bin quantities must balance so the user must be able to enter the correct bin locations and quantities. The new security level restriction will not bypass the application business rules so if restrictions exist, the user may not be able to complete the transaction.



Maintenance

Purchase Parameter Maintenance

Product Class Type – New option of ‘H’ has been added to allow product classifications based on hits over the last 12 months, versus the current options of usage quantity or usage value.

F5-Forecasting

‘Sporadic Usage Analysis’ – Over the last 30 years, Prelude had a notion of sporadic that would set minimum/maximum values to 0/0 or 0/1 based on the forecast calculating to .5 or lower. When Advanced Forecasting was written, there was another sporadic option developed. If ‘Y’, the system would use the advanced forecasting sporadic modeling. If ‘N’, it would use the historical Prelude modeling. This flag previously was a Y/N field, but has been changed to a 3-way flag, and the values have changed. If ‘Y’, it will use the advanced forecasting sporadic modeling. If ‘N’, it will turn off any sporadic automation logic completely. If ‘P’, it will use the historical Prelude sporadic modeling.

NOTE: If you have not licensed advanced forecasting, you will not be able to get to this field. If you would like to turn off the Prelude sporadic modeling, please open a case and we will manually set the flag to accommodate that desire.

F6-Class Settings

‘TRRsrv%’ field was added to allow for a default reservation percentage by class for products setup in a hub/spoke (central warehouse) relationship. This allows you define how much inventory should be reserved at the central warehouse to support their own shipping responsibility to customers, versus depleting all their inventory shipping to the warehouses to replenish their stock. This is not a new concept within the application, it has been available to manually be set within the Product Parameter Maintenance, F7-Add Info. However, this allows a dynamic setting by class to reassign a different percentage as the class of the product changes and recalculates the reservation quantity.

‘TRRnd’ field was added to allow controls over rounding when a recommended transfer is generated for replenishment. This field represents a number of months of forecast. As the system rounds to a package quantity, it will compare that value to this forecast extended by this number of months. If the forecast test is less than the rounded quantity, the system will default the replenishment quantity because to the non-rounded quantity. This is simply to assist in not sending package quantities that push up the quantity to many months of supply.



Password Maintenance ‘Password Reason’ – This is a new field to allow you to define why this password was created. This is for informational purposes only at this time.

File Update Parameters

‘P/O Output History’ field was added to identify you would like to capture a copy of the purchase order transaction data, every time you print/email/fax to the vendor. This occurs when you select ‘Process’ following the printing/email/faxing of the purchase order(s). When the purchase order version is captured in this new file, it will also add a new P/O Log code of ‘PSH’ to reflect the output version of the purchase order. The purchase order log has a drilldown to view the purchase order copy that was submitted to the vendor, similar to the drilldown you see within Purchase Order Inquiry. You can then select to reprint the document, using that captured set of transaction data.

NOTE: See Purchasing Inquiries section for more details.

NOTE: The following four items were added to the Miscellaneous Controls>Printer menu.

Form Heading Control Flags Maintenance

This is not a new maintenance program, we just added to the menu for easier access

OPTIO Printer Maintenance

This is not a new maintenance program, we just added to the menu for easier access.

USER-FORMS Queue Maintenance

This is not a new maintenance program, we just added to the menu for easier access.

‘F5-Assign Trays’ was added to this maintenance to provide the ability to define specific trays a document would print for a specific printer. This allows you to define for a specific printer which tray will contain possible forms or colored paper for a specific document. This is controlled by our document numbers. For example, you can print pick tickets from tray one, and purchase orders from tray two.

NOTE: This feature is currently only available for OPTIO documents, and will require some adjustments to your OPTIO maps to accommodate. (Those changes would be billable)



Document Comment Maintenance

Over the last couple of years, the request to control more message content on documents has grown. The challenge with these extended notes is space. Adding them to the footer or header of your documents has become practically impossible because of the various length or amount of information trying to present to the partner. We have designed an alternative idea that allows you to control your text, and we will print this information following the last product within the body of the document. This allows you the flexibility of writing as much messaging content as desired and not require continual form changes. This has been coded into our new architecture logic automatically, but will require a small change to perform the call for this within each form. If you are not using the New Architecture documents, then we would need to perform a little more work to get this available within your document print programs. NOTE: This change will require some programming time, at a time and material basis.

Purges Many purges were reviewed and enhanced to update the log and reporting tools related to the purges. We have also started a document that will provide the files affected by the purges. If you would like to view this documentation, please request of customer support.

Quality Feedback New option to purge feedback records generated and closed from the quality inspection subsystem.

Quality Incidents New option to purge incident records generated and closed from the quality inspection subsystem.

Quality Corrective Action New option to purge corrective action records generated and closed from the quality inspection subsystem.

Customer Job Maintenance Audit New option to purge the new maintenance audit entries captured within Customer Job Maintenance.

Customer Jobs



New option to purge customer jobs that have not had activity or any open transactions/balances. Operator has the option to purge the records, or simply convert them to an inactive status.

Customer Expanded Notes

New option to purge customer expanded notes that have expired. The customer expanded notes is a new maintenance to allow for many sales comments to be displayed during the entry of an order/quote.

Product & Warehouse Records

New selection criteria field ‘No TAI Activity On or After >=’. If a date is entered, the purge routine will also perform a review of TAI entries for the product/warehouse. If any activities have occurred following this date, this product/warehouse would not be considered for purging.

File Update Utility In Version 21, we introduced the new File Update Utility. This was a new utility that worked similar to the Price Tape Update but for the Customer Master file.

In Version 22, this utility was rewritten and expanded to also provide updates to the Customer, Ship To, Salesman, Ship Via, Vendor, Warehouse Hold Areas, and Emergency Reason Codes. This new design can provide an easier expansion into additional data base files as requested.

In version 23, we have added support for the Bin Location, Product Line, SPA Category Matrix, Prospect, and Vendor Line files.

In version 24, the competitor pricing and customer product number files has been added.

Data Extraction Utility This utility was introduced in Version 22. This provides an alternative tool to allow for easier extraction of data from the database and generate a CSV, TAB or PIPE delimited file. This provides the ability to send the results as an attachment in an email, or generate a Unix file for retrieval at a later date. This consists of a Data Extraction Maintenance to define the file and fields to extract and a Data Extraction Process to perform the extraction and building/sending of data.

Data Extract Maintenance

‘Field Headings’ has been added in place of the previous ‘Suppress Headers’ field. This new field is a 3-way option. Enter ‘Y’ to display field descriptions on the extraction report. Enter ‘N’ to not display any headers, only data. ‘D’ option was added to display the field dictionary name as the heading.

‘Field Expansion’ was added to provide extended options within the extraction tool. In previous versions, there was a limitation of width of data and number of fields that could be extracted. In addition, we did not allow multi-valued dictionaries to be included in this extraction tool. Enter ‘Y’ to allow unlimited fields on the extraction, as well as the option to include multi-valued dictionaries. In the case of multi-valued dictionaries, the tool does not replicate the row for as many multi-values are present, it simply expands the cell with all the multi-valued fields, with a tilde (~) as a delimiter.



Data Extract Process

The extraction process has also been engineered to allow for a custom program to be leveraged, in place of the traditional extraction reporting. This allows for building a more complex file generation that a simple reporting method will not provide. It allows us to take advantage of all the submission capabilities currently available in the Data Extraction Process but allow for manually building the exact file structure, along with data collected or calculated from various parts of the system.



Computer Utilities

JBOSS Status This is a new utility that will show system level information about the JBOSS service. JBOSS is a webserver that has been used on some of the Prelude Integration offerings. This will show the current process status, boot log, and server log information. This was mainly written for a quick access to confirm that JBOSS is running, or when it was last started.

Tomcat Status This is a new utility that will show system level information about the Tomcat service. Tomcat is a webserver that has been used on some of the Prelude Integration offerings. This will show the current process status, boot log, and server log information. This was mainly written for a quick access to confirm that Tomcat is running, or when it was last started.



Directory Status This is a new utility that will show system level information about a specific Unix/Linux directory path. This was added to allow easy view of permissions, files, dates, size of files, etc.



F5-Explain will provide more details about the specific file requested to review.



F6-Explore provides the option to drilldown from directories into a view of the files under that directory/sub-directories.



Order Processing

Sales Order Entry

Added ‘Document Management Email/Fax’ on the Add Info dropdown menu. This provides the ability to define the email/fax recipients for this sales order transaction only. This will only be available if the ‘Document Management Email/Fax’ system options has been activated to use this new logic.

‘Sales Comments’ display screen has been enhanced to display the normal sales comments, but also has been expanded to also review a new Customer Expanded Notes option to combine that information on one sales notes display screen. Note: See Customer Expanded Notes section under Maintenance.

‘Final Destination’ ship-to address screen was added to the Order Header, Ship-to Screen under the F10-action bar. This option was added only to define the final destination ship-to address if the product will be shipped to one partner, who will then forward to the final destination. This was only added for the purpose of sales tax assignments within the Avatax Sales Tax offering.

Skeleton Product Maintenance has been enhanced to allow the definition of Price4 and Price5 pricing fields. This screen will now allow setup of all 6 price level defaults and replacement cost.

Quote Order Entry



Added ‘Document Management Email/Fax’ on the Add Info dropdown menu. This provides the ability to define the email/fax recipients for this quotation transaction only. This will only be available if the ‘Document Management Email/Fax’ system options has been activated to use this new logic.

‘Sales Comments’ display screen has been enhanced to display the normal sales comments, but also has been expanded to also review a new Customer Expanded Notes option to combine that information on one sales notes display screen. Note: See Customer Expanded Notes section under Maintenance.

Customer Jobs

Customer Job Maintenance

‘Created By’ and ‘Created Date’ have been added to the Maintenance/Inquiry. This information will now be captured and presented as new customer job records are created. NOTE: Since these are new fields, as maintenance is performed, these fields will be updated for the first time a user edits the records.

‘GeoCode’ field was added to allow similar capabilities in rest of the system to assign city, state, zip, and tax jurisdictions where applicable.

‘Contract Amt/Limit’ was added to allow for the definition of a conceptual blanket purchase order amount. When the amount is exceeded, the order will be placed on credit hold and notify the operator. This has been added in addition to the credit limit, to allow for management of purchase order contract amounts, versus credit worthiness of customer/contract.

A new filter option was added to the F8-A/R, F8-Invoices to allow the option to view Open, Paid or Both invoices for the customer job.

Added Customer Job Maintenance audit tracking to capture user, time, and fields changed. This is the same concept already available within Customer Maintenance, Product Maintenance, etc. This is activated by a new File Update Parameter.

Maintenance

Customer Maintenance

‘Consolidate Type’ flag has been enhanced with a new option of ‘M’. This allows the option for this customer to have consolidated invoices, but only when manually flagged on each sales order manually. Although the customer is flagged for consolidated invoices, only the orders manually flagged to consolidate will be included in the consolidated invoice. All other invoices will be managed normally and generate a regular invoice.

‘Prohibit Sales’ flag has been enhanced with a third option. Enter ‘O’ to allow entry of quotes, but not orders.

Customer Ship-To Maintenance

‘F6-Summary’ function key was added to the F9-Statistics screen. This provides a summary report output option for the last 3 years of statistics. NOTE: This is similar to the F6-Summary options to display statistics in Customer Maintenance.



‘Keywords’ screen was added to the ‘Add’l Opts’ dropdown menu within the F10-Action bar. This provides the ability to define additional keywords when searching for the customer ship-to in standard keyword search routines.

Customer Expanded Notes Maintenance

This is a new maintenance that allows you to setup multiple sales comments for a customer. This provides the option to establish as many comments as needed, and control each comment with a possible expiration date. The main screen provides a brief view of what is setup, and then you can create a ‘NEW’ note or edit an existing note.

F5-Review/Edit



Price Override Reason Code Maintenance

‘Trade Sales Discount’ General Ledger account was added to allow for defining the discount portion of the sales posting to go to a different general ledger account when the price was overridden, versus the standard trade discount hierarchy from product line and G/L table.

Inquiries

Order Log

‘LCV’ code was added to represent when a line item was converted from a quote, and references the product number and quote number in the reference field.

Quote Log

‘LCV’ code was added to represent when a line item was converted from a quote to an order, and references the product number and order number in the reference field.

Customer Ship-To Inquiry

‘F6-Summary’ function key was added to the F9-Statistics screen. This provides a summary report output option for the last 3 years of statistics. NOTE: This is similar to the F6-Summary options to display statistics in Customer Inquiry.

Order Pad Inquiry

‘F7-Sort’ function key was added to provide the ability to sort the order pad search results by Product Number, Product Description, Warehouse Available, and Company Available.

‘F8-Filter’ function key was added to provide the ability to filter out the order pad search results by Product Type, Status Code, Primary Vendor, and Available ranges.

Reports

Orders in Process Report

This report was converted to a report writer report, providing the functionality to display to the screen, printer, etc. as well as excel. The report was also expanded to allow 3 different output options, by warehouse, written by, or sales representative.

Customer Job Maintenance Audit Reports

This is a new report that provides report output for changes made within Customer Job Maintenance. The audit captures user id, time, date, and all the fields changed during that maintenance session. There are two report options, one by User Id and one by Customer.

Customer On-Time Shipments/Quality Report

‘Based on Req/Prom/Both Date’ field was added to determine how you want the measurements to be based. This would represent the Required Date, or Promised Date, or Both (Promised Date, or Required Date if Promised Date is not defined).

Customer Job Not Prelim’ed Report



This is a new report of the customer job file that shows customer/job information for any job that does not yet have the lien notice date defined.

Daily Invoice & Credit Memo Register Report

This is a new report that simply provides a daily version for the previous Monthly Invoice & Credit Memo Report

Price List All Products Report

Provided a new excel version for this report.



Purchasing

Purchase Order Entry

P/O Header Screen

Added a new ‘Add Info’ dropdown option within the F10-Action bar area. This will be for expansion for future options.

Added ‘Document Management Email/Fax’ on the Add Info dropdown menu. This provides the ability to define the email/fax recipients for this purchase order transaction only. This will only be available if the ‘Document Management Email/Fax’ system options has been activated to use this new logic.

Added a new option within the ‘Resort Purchase Order’ option within the ‘P/O Func’ dropdown menu to sort by document linkage.

P/O Line Item Detail Screen

Added some additional display fields below the Vendor Product Number fields. This will display three new fields for information only

Package Quantity (PkgQty)

Minimum Buy Quantity (MinBuy)

Lead Time (Ldt)

Added ‘F8-Inv Inq’ to provide quick access to Inventory Inquiry for this product/warehouse.

Recommended Purchase Order Entry

P/O Header Screen

Added a new ‘Add Info’ dropdown option within the F10-Action bar area. This will be for expansion for future options.

Added ‘Document Management Email/Fax’ on the Add Info dropdown menu. This provides the ability to define the email/fax recipients for this purchase order transaction only. This will only be available if the ‘Document Management Email/Fax’ system options has been activated to use this new logic.

Added a new option within the ‘Resort Purchase Order’ option within the ‘P/O Func’ dropdown menu to sort by document linkage.

P/O Line Item Detail Screen

Added some additional display fields below the Vendor Product Number fields. This will display six new fields for information only

Package Quantity (PkgQty)

Minimum Buy Quantity (MinBuy)

Lead Time (Ldt)

Information messages generated from building of the purchase order line from Nightly Processing o Surplus information o Messages like ‘#/Mo Max Usage’, ‘Incr. To LP’, or ‘Non Std. Pk’ to name a few.

Added ‘F8-Inv Inq’ to provide quick access to Inventory Inquiry for this product/warehouse.



Processes

Nightly Processing

Added ‘F5-Printer Override’ function key on the Report List screen. This is the screen that is presented when you return through each warehouse to note if you want the report to be printed during the execution. This new screen will provide the option to direct the report to a specific printer, versus the default printer setup within Warehouse Maintenance. This setup will only be for that execution of Nightly Processing.

Recommended W/O Inquiry

‘Set Required Date To’ field was added to the F8-MassConv screen. This will allow you to define the required date on the work orders generated for planning purposes.

Purchase Order Recost

This is a new feature that will allow you to recost selected purchase orders based on the current cost settings for the product/vendor. This might be useful if the vendor recently had a cost change on their products and you need to get your purchase orders updated to receive/reconcile based on the current costs.

Maintenance

P/O Freight Terms Maintenance

‘Include Freight Flag’ field was added to define the default of the ‘Include Freight’ flag for a receiver when freight has been estimated during stock receipts. The system previously always defaulted that flag to Y, so when the operator brought that receiver up within Vendor Invoice Reconciliation Entry, the freight



amount and ‘Include’ flag was set to Y. This new option can allow you to default that flag to an N, because the freight it already known that it will not be included on the vendor’s invoice.

Inquiries

Purchase Order Log Inquiry

Added new log code of ‘PSH’ for Purchase Order Sent History. This code represents a copy of the purchase order when it was submitted to the vendor via print/email/fax. This is controlled by a new File Update Parameter flag.

F5-Review on code PSH



F6-Reprint P/O

This will then take this into the Purchase Order printing routine to print a reprint using that specific submitted purchase order copy.

NOTE: If this feature is needed, we will need to perform some enhancements to your Purchase Order Printing routine. (This would be a billable project, for planning purposes).

Reports Open Purchase Order Detail – Non Inventory This is a new report, providing a report of all open purchase orders for purchase order types ‘07’ Capital Assets and ‘08’ Non Inventory Expense Surplus Inventory ‘Totals Only’ field has been added to the report selection criteria screen. If ‘Y’ is chosen, the report will only print the break total lines for the product line/vendor sort option chosen.



Inventory

Stock Receipts

Batch Stock Receipts by Scanner

This is a new Stock Receipts Batch option that would allow you to receive products using a tethered scanning device (wedge scanner) to quickly receive products for a purchase order. It is a blind scanning concept, similar to the Serial Shipping Container Entry. It is designed to simply scan product number, product number, product number, etc. The system will automatically default to a quantity of one. If the quantity is large for a product, the operator can go back to the terminal, arrow up to the product, and change the quantity from one to the proper product quantity.

Processes

End of Month Calendar Close

Product Classifications - A new option was added to Purchase Parameter Maintenance to classify products based on Hits, versus the previous options of usage or usage value.

Transfer Reservation – This is existing logic that allows you to define a portion of available inventory from the central warehouse from being available for transfer shipments to their spoke locations. This was added years ago to not deplete the central warehouse inventory shipping to the spoke locations when they need some inventory to support their own sales. This was previously managed by formulas or percentages manually added to the product/warehouse screen. A new option has been added to the Purchase Parameter Maintenance to define this percentage by class. This level will then be reviewed during EOM Calendar Close and assign the percentage assigned to that products classification.

Spike Exception Inquiry

Added buyer to the usage exception review process. ‘Buyer’ was added to the Spike Exception Inquiry to allow buyers to focus on the products they are responsible for.



Maintenance

Product Maintenance

‘Invoice Equal Quantities’ field has been enhanced with another option. This is on the screen presented when you flag a product as a Surcharge Product. A new option of ‘S’ has been added to allow you to charge a single charge for entire shipment, not extended by the quantity of the associated surcharged product. If the associated product was to ship 30 units, it would still only charge the surcharge amount, with a quantity of one.

Inquiries

Product Selection Inquiry

This is a new product selection inquiry option to search for products without using our normal keyword search options. This has a General Report Interface front-end to allow flexibility in options to search for products, and then takes the selected products and displays in our traditional keyword results screen.

Reports

EIM Inventory Report

Created a new report that provides all the information needed to consult with Jon Schreibfeder of Effective Inventory Management. This is a report, but more importantly the ability to download to a spreadsheet to provide Jon during any consulting desired.

Transaction Audit Report

Created a new report that provides all the information from the ‘Transaction Audit Inquiry’.

Summary Stock Status Report

Converted report to a new report writer version. This report will now provide the options to display to screen, printer, etc. as well as ability to download to excel.

Open Transfer In-Transit Report

Converted report to a new report writer version. This report will now provide the options to display to screen, printer, etc. as well as ability to download to excel.

Daily Stock Transfer Shipping Report

‘Receiving Warehouse’ field was added to the report as a new selection criteria option.

Daily Stock Transfer Receiving Report

‘Shipping Warehouse’ field was added to the report as a new selection criteria option.

Monthly Stock Transfer Shipping Report

‘Receiving Warehouse’ field was added to the report as a new selection criteria option.

Monthly Stock Transfer Receiving Report

‘Shipping Warehouse’ field was added to the report as a new selection criteria option.



Product Classification Report

‘U/M’ and ‘Forecast’ was added to the report output

Warranty Tags Not On Claim Report

‘Buyer’ was added to the report output

Universal Product Replacement/Merge Preview Report

‘Product Description’ was added next to the new product number when you are merging products.



Bill Of Material/Work Order

Work Order Entry

‘Pick Comp Flag’ was added to work order header screen. If this flag is set to ‘Y’, then the work order pick ticket will not print until all material is fully pickable.

Added Upsell logic to Work Order Entry, similar to the upsell logic provided in order entry. This upsell logic will only apply if you add new component to the work order.

Processes

Batch Work Order Entry

‘Required Date’ field was added to the batch work order entry screen. If a required date is entered, that required date will be assigned as the work orders are generated.

BOM Revision Review Process

This is a new process that will select any Bill of Material Revision records with an effective date entered. This will delete the previous Bill of Material record, and replace it with all the information from the Bill of Material revision record, including all line items. Once converted, it will update the Bill of Material revision record as converted and inactive status.

Maintenance

Bill of Material Maintenance

‘Status’ field was added to the Bill of Material header screen. This field will allow you to assign a status of ‘Active’ or ‘Inactive’. If status is set to ‘Inactive’, it will no longer be able to be entered on a work order.



‘Pick Comp Flag’ was added to the Bill of Material header screen. This setting will become the default for the same field within the work order when generated. If this flag is set to ‘Y’, then the work order pick ticket will not print until all material is fully pickable.

Bill of Material Revision Maintenance

This is a new maintenance that allows you to create/maintain Bill of Material revisions to reflect different components that could be used to build the finished good, or a new design that will go into effect upon the effective date.

F5-Header



NOTE: A new process ‘BOM Revision Review Process’ can be run as of an effective date that will take the Bill of Material revision record, as well as all the components, and replace over the existing Bill of Material record.

Inquiries

Work Order Inquiry

F5-Review screen – Added a new F8-Log function key to be able to execute the log inquiry from within the review screen.

Work Order History Inquiry

F5-Review screen – Added a new F8-Log function key to be able to execute the log inquiry from within the review screen.

Bill of Material Log Inquiry

‘REP’ action code was added if the Bill of Material revision record replaced the existing Bill of Material and reference the revision number used for the copy.

Bill of Material Revision Log Inquiry

This is a new inquiry for a specific revision number for a Bill of Material. This log inquiry is a mirror image of the existing Bill of Material Log Inquiry, except for a specific revision number.

Reports

Work Order Status Report

This report was converted to a report writer report, providing the functionality to display to the screen, printer, etc. as well as excel.



Shop Repair

Shop Repair Order Entry

‘Order Number’ field has been changed to execute a new F3 results screen. This replaces the previous standard lookup/results screen with a broader search option using the General Selection Interface and new interactive results screen. This new results screen will display the results of the search, but allow you to drilldown into the details to confirm you have the correct shop order. It also provides a quick access to the log inquiry. Simply place your cursor on the order you want, and press F2 to bring back that shop order number into the entry program.

Provide a new prompt to allow a user to print a shop repair ticket during a rental return of an item needing maintenance. When the user answers "Yes" to create the shop repair order, the user is taken to the Job Entry screen. Once the user fills out the information on the Job Entry screen and F2-Saves out, the user will receive a prompt "Do You Wish To Print Shop Repair Ticket?"

Provide the ability to "reopen" a completed job on a shop repair order. A new option has been added to the F10-Action Bar, “Reopen Job”. This option allows the job status to be changed from "C"omplete to "O"pen. When the status is changed to "Open", the process will reverse all the data updates that are performed when the job is completed. An analysis of all jobs on the order will be performed to determine if the order type can be reset back to '01' or if it must stay '06'.

Provided a new shop repair system option “Load From Job Code”. This option applies to the creation of shop repair quotes that are created during the Rental Equipment Scheduled Maintenance process. The idea is to create a shop repair job code that matches the maintenance code. If these two codes match, the process will build out the job based on the setup defined in the shop repair job code record. That would include setting the pay type, repair group, repair amount, problem notes, solution notes, and any pre-defined products needed for the repair.



Processes

Technician Job Assignment

‘F8 - Chg Priority’ was added to Technician Job Assignment Inquiry to allow a user to change / update the job priority on a job without having to go Shop Repair Order Entry.

A sort option was added to Technician Job Assignment Inquiry. This inquiry can now be sorted by customer description, model description, promise date, or repair group. The current default sort is by priority, by promise date. If a new sort option is selected, then that is the only sort being performed.

Inquiries

Shop Repair Order Selection Inquiry

This is a new inquiry that presents the General Selection Interface to allow you to select the shop orders you wish to view in inquiry. This provides you more flexibility to select one or more customers and other criteria to select the orders you want to review. The results will be presented in an inquiry screen similar to Open Shop Repair Sales Order Inquiry.

Open Shop Repair Inquiry

Added several new descending sort options to this inquiry. The new options are descending order date, descending required date, descending serial number, descending model number, and descending sales dollars.

History Shop Repair Inquiry

Added several new descending sort options to this inquiry. The new options are descending order date, descending required date, descending serial number, descending model number, and descending sales dollars



Rental

Rental Order Entry

Add the ability to have a minimal rental amount for a rental order. This minimum rental amount is for the entire contract period. Two new rental system options were added. There a minimum dollar amount for cash rentals and a minimum dollar amount for term orders. The minimum charge is calculated once the rental return is processed. The system will total up all previous invoices to use for comparison to the minimum amount. If the total amount does not exceed the minimum amount (if defined), the system will present a message to the operator that the order did not reach minimum, and that $xx.xx will be added to the order. The difference between the minimum required amount and the total will be added to the minimum amount field on the completion screen.

Rental System Options

Inquiries

Rental Order Selection Inquiry

This is a new inquiry that presents the General Selection Interface to allow you to select the rental orders you wish to view in inquiry. This provides you more flexibility to select one or more customers and other criteria to select the orders you want to review. The results will be presented in an inquiry screen similar to Rental Sales Order Inquiry.

Equipment Status Log Inquiry

Provide the ability to track changes performed in Rental Equipment Status Maintenance, /RESM. These changes will be tracked on a product / serial number combination. This process will track the changes to the status code and log the before and after value of the status code, date, time, and user who made the change.



Element Credit Card

Sales Order Entry Provide ability to “clear” or remove an existing pre-authorization from an order within order entry. This will give the user the ability to remove the authorization in the event that a long period of time has passed since the initial authorization was obtained which could lead to situation where the authorization has expired. This process is available on the cash application screen in the Action Bar. The option is “Clear CC Auth”. Once executed, the user can obtain a new authorization.

Provide the ability to “Update” an existing PASS account with a new bill-to address or a new expiration date. This new ability is now available in both /SOE and /CM. You no longer have to delete and re-create the PASS account, but rather simply update the existing PASS account with the new expiration date and/or bill-to address.

A change was made in how the user interacts with the browser. The user must now enter “C” to continue rather than pressing Return to continue after closing this browser. This will help ensure the user slows down and not accidentally press return before the browser is closed out properly. This will eliminate error with find the PASS accounts.



Provide the ability to do a “Process Complete” transaction in /SOE. The new “Process Complete” transaction does not require a Pre or Post Authorization but rather is a single type transaction much like a Sale Transaction. The “Process Complete” transaction will allow you to do the single charge sale against a stored PASS account. This is a limitation of the “Sale” type transaction. This feature is controlled by the existing “Sale Transaction” flag in the Element system option. You can choose to use “Process Complete” or “Sale” or both. The flag can set to “P”- Process Complete Only or “B” – Process Complete and Sale. A new function key F8 will be available for Process Complete transactions. The F9 function key remains as the ‘single charge’ or Sale transaction.

Cash Receipts Entry Cash Receipts has been enhanced to allow payments with a credit card. A new field ‘Type’ has been added to the Cash Receipts Invoice Detail Entry screen to control access to this feature. This field will either be “01” Check or “02” Credit Card. The “01” Check will cause cash receipts to function as it does today. The Type “02” Credit Card, will invoke the new integration with Element. This logic is similar to what you see in ARPE. Once the customer is defined, the user will create a temporary PASS account. Once the PASS is created, the user will be prompted for the dollar amount to charge the credit card. Once approved, the amount can be applied to open invoices on the account.

A new system option, “CC Processing In CRE”, has been added to the Element system options screen. This new system option will control access to the new Type field in Cash Receipts. If the system option is “Y”, the Type will default to “01” Check, but the user is allowed to change it to “02” Credit Card. If the system option is “N”, the Type field will default to “01” Check, but the user will not be allowed to change the value.



Accounts Payable

Payment Selection/Print

Additional Selection Screen

‘Invoice Entered By’ field was added to allow you to select only invoices that were originally entered by a specific user. This could be useful for organizations that are responsible for paying specific vendors, or only the invoices that they personally enter.

‘Credit Card Vendor’ field was added to allow you to select only invoices for a specific Credit Card Vendor run. This field will only be accessible when running an A/P check run for a batch type of ‘Credit Card’.

Main Screen

Added password ability for the F8-Print Chks using the process name ‘APPS.CHECK.PRINT’.

Reports

Open Receiver Invoice Report

Added excel option to provide option to download to excel.

Month End A/P Aging Report

‘Detail or Summary’ field was added to the selection criteria screen. If summary selected, the report will print a summarized aging detail line per vendor.



Accounts Receivable

Cash Receipts ‘Type’ field has been added to the cash application screen. This type field was added to accommodate the options to pay invoices by a customer credit card. This new field is controlled by a new system option, and does require the Element Credit Card Interface.

NOTE: See Element section for more information.

A/R Payment Entry (ARPE) ‘Email’ option was added to provide the ability to email the receipt versus only printing.

Maintenance


‘Auto Credit Dollars’ field was added to allow you to define an override dollar amount past due at the customer level. The Automatic Credit Hold review process will evaluate a customer’s open A/R invoices and determine if the customer should be placed on automatic credit hold. This new flag is simply an override for what was previously only defined at a system wide setting within the A/R System Options.

A/R Invoice Maintenance

‘Job Number’ field was added to the maintenance screen. If the job number is changed, it will update the Accounts Receivable records, as well as the Order History job number field for that sales order. If this job number is also defined as a customer job, it will also remove the balances for this transaction from the previous job number and add to the new job number record.

NOTE: This change will not be allowed if the customer job is flagged as a Change Order tracking (Job Accounting).

Inquiries

Credit Release Inquiry

‘Add’l Opts’ dropdown menu was added to the F10-Action bar area. The ‘Collection Notes’ and ‘Credit Release Comments’ previously under the F10-Action bar menu was moved to this new dropdown menu.

‘Customer Job Inquiry’ was added to provide quick access to the Customer Job Inquiry display for the order the operators cursor was on during request.

‘Acknowledgement Printing’ was added to provide quick access to take the order the operators cursor was on during request to the Acknowledgement printing routine.

Master Credit Release Inquiry

This is a new inquiry that provides a high level summary view of all the credit manager hold queues and the current count and value of the orders on credit hold. It also provides a view of orders that were moved to the .HOLD queue for the credit managers.



Advanced Warehousing

Maintenance

RF Bin Location Maintenance

The routine has been modified to allow creation of a new bin location record. The field defaults and update will be the same as terminal Bin Location Maintenance.

Warehouse Address Maintenance – Cycle Counting

‘First Level RF Product F3 Display’ is a new option to control the display of the F3 results at the product number field in radio frequency first level cycle counting entry. If the option is set to N, then no products will be listed with the F3 request. The user will have to scan each product number in the bin. A setting of Y or null and the F3 option will display the products currently in the bin as it does today.

Warehouse Address Maintenance – Default Bin Locations

‘Release Deletion Bin’ – This will control the system doing a bin move for sales order release lines that have been confirmed through RF picking and then have the release or sales order deleted after picking. The system will do a bin move from the staging bin recorded during RF picking to the new ‘Release Deletion Bin’. This new bin should be audited by the warehouse daily to ensure that the product is properly moved back to the correct stocking bin location.

Warehouse Address Maintenance – Default Bin Locations

‘Warranty Replacement Receiving Bin’ – This will be the default bin used in warranty replacement receiving entry if it is defined. If not defined, the system will then default to the stock receipts bin as was done previously.



Warehouse Address Maintenance, Warehousing Stock Transfer Maintenance

The ‘Prioritize By Date’ field has been renamed ‘RF Transfer Picking Priority’. Options are:

Y – Sort by stock transfer date rather than bin sort sequence

N – Sort by bin sort sequence

P – Sort by product priority then bin sort sequence

See Warehousing Stock Transfers for information on this new option.



Warehouse Address Maintenance, Bin Replenishment Maintenance

The ‘Replenishment Rounding Method’ has a new option of N which will not perform any rounding on the recommended bin replenishment quantity. This will leave the recommended quantity as calculated, bin maximum less the current bin onhand.



Warehouse Default Receiving Bin Maintenance ‘Release Deletion Bin’ – This will control the system doing a bin move for sales order release lines that have been confirmed through RF picking and then have the release or sales order deleted after picking. The system will do a bin move from the staging bin recorded during RF picking to the new Release Deletion bin. This new bin should be audited by the warehouse daily to ensure that the product is properly moved back to the correct stocking bin location.

‘Warranty Replacement Receiving Bin’ – This will be the default bin used in warranty replacement receiving entry if it is defined. If not defined, the system will then default to the stock receipts bin as was done previously.



Stock Transfers

Transfer Picking Entry – Terminal Version

There is a new F6-To Bin Auto Load option available. The user will be prompted for the To Bin that should be used. The system will evaluate each line on this bin move that does not have a To Bin location defined and it will load the requested To Bin location. Each line will also be marked as picked. The user can then F2-Save to process the transfer picking bin move.

Cancel Transfer Picking Requests

Transfer number has been added to the selection criteria. This is optional. The transfer picking requests will be cancelled just for the requested stock transfer.

Transfer Picking Priority

A new feature has been added to allow defining the transfer picking priority by product number. This would allow you to define large, bulky products to be sorted first for picking regardless of the current bin where they reside.

Warehouse Address Maintenance, Warehousing Stock Transfer Maintenance

The ‘RF Transfer Picking Priority’ has a new option of P to sort by product priority then bin sort sequence.



Product Maintenance, Warehousing Information

‘RF Trn Picking Priority’ has been added. This is a 2 digit numeric code that can be defined to control the sorting for this product. A product with a code of 01 will be sorted for RF picking prior to a product with a code of 10. The secondary picking sort within each code will be the bin sort sequence number. Any product that is not assigned a picking priority will default to 99 during transfer bin allocations.



Bin Replenishments

Bin Replenishment Processing will look at the new option added to the ‘Replenish Rounding Method’ in Warehouse Address Maintenance, Bin Replenishment Maintenance. If the new rounding method is set to N, the recommended replenishment quantity will not be rounded. This will leave the recommended quantity as calculated, bin maximum less the current bin onhand quantity.

Reports

Replenishment Requirements Detail Report

The product shelf package quantity has been added to the product detail below the Rep Qty field.

RF Picking Work Order Queue Report

This will select all RF picking transactions for work orders that are both assigned to pickers and in the queue waiting for picking. The report will list:

- Work order number

- Bill of Material number and description

- Work order quantity

- Work order release date



Job Accounting

Job Billing Entry ‘%Bill’ field has been added to allow billing based on a percentage of the remaining amount.

‘BillQty’ field has added to allow billing based on a quantity extended, versus only a dollar amount.

‘Percentage Billed’ and ‘Quantity Billed’ fields have also been added for historical view of previous billings to date.



Electronic Entry (Licensed Module)

Electronic Entry The Electronic Entry module is a licensed module. It consists of a collection of options to import outside data sets into various transactions. Each transaction set is designed to be executed off a specific spreadsheet format. The generic template spreadsheets will be provided for each transaction set upon licensing of the module. The templates must be followed exactly for the import to work properly. However, these routines have been architected to allow for customized programming to accept a custom layout of data, but still utilize all the execution and error report tools provided within the module.

The module has been rewritten to provide a consistent user interface and added functionality for lookups and execution. The templates have also been redesigned for consistency. Additional conversion reports and logic has been enhanced to send an email notification of invalid data and returns the incorrect data as an attachment spreadsheet with the error email. This rewrite was performed in Version 22.

Additional/Enhancement transaction options have also been added to the module in Version 24.

Cost Adjustments – This provides the ability to perform a collection of cost adjustments for inventory in which you want to change the current accounting cost of a product(s). This actually would replace the need to execute Cost Adjustment Entry for one product at a time.

Fixed Asset Books – This provides the ability to generate a new book for a collection of asset(s). This process currently only will create a new book for an existing asset record at this time.

Manual A/R Invoice – This provide the ability to generate a manual A/R Invoice(s).

Single Open A/P Invoice and Multiple Open A/P Invoice – This is an existing option create a manual A/P Invoice (APIE) from two different format options. This template was enhanced to also have the ability to define a remittance comment.

Bill of Material – This process has been enhanced to allow replacements, deletions, or changes to your existing Bill of Material master records and components. The previous version only allowed the creation of new Bill of Material master records.

Bill of Material Extraction Report – This is a new extraction report that will allow you to select and extract Bill of Material maintenance records and their component information and generate the exact template that would be needed to resubmit the changes back into the system for maintenance adjustments of your Bill of Material master records.

Bill of Material Revisions – This is a new process that allows you to create, maintain, replace, or delete Bill of Material revision records. This is a new feature in the system, the ability to manage Bill of Material revisions. This has the same layout and functionality as exists for the Bill of Material Electronic Entry feature, only replacing the Revision Date column with the Effective Date column.

Bill of Material Revision Extraction Report - This is a new extraction report that will allow you to select and extract Bill of Material revision maintenance records and their component information and generate the exact template that would be needed to resubmit the changes back into the system for maintenance adjustments of your Bill of Material revision master records. This extraction layout is exactly the same as the Bill Of Material Extraction Report, but replaces the Revision Date column with an Effective Date column.

Custom Entry – This is a unique process that allows us to build any kind of transaction or maintenance update project from a spreadsheet. This process would require some custom programming to build out the spreadsheet parsing logic and perform whatever updates are needed within the Prelude application database. However, this process contains the same capability to search your PC, download the spreadsheet, and perform error reporting as needed.



Additional Interfaces

Manifest This is the external interface that allows interfacing to products like UPS Worldship, Fedex, Ratelinx or other ODBC compliant products. This interface is also built to allow for those products to deposit the tracking and freight information back to the Prelude server and the interface consume that information and update the various files freight information.

TourDeForce This is a 3

rd party CRM application that has built an interface to Prelude. They pull data from the Prelude

database and populate the TourDeForce application server. We have built an alternative extraction process that TDF can use to extract the data from Prelude in a more efficient manner for performance purposes.

We have built three new XML API interface option within Web Services to support request/response from TDF from the Prelude server to support real time functionality within TDF.

Contacts – 2-way communication to manage contacts within TDF and Prelude. This can request contact information from Prelude, and post changes/additions of contacts from TDF back into Prelude contacts.

Price/Availability – API that allows you to request price/availability from within TDF from the Prelude application to get current real time price and availability of products entered within TDF Quote/Order functions

Quote/Order Submission – API to allow the automatic creation of Quote/Order from TDF entry and submit/create the Quote/Order on Prelude.

NOTE: There is an additional license for this functionality.

Avalara Sales Tax This is the interface written to communicate with the Sales Tax Compliance application from Avalara. This is a web service interface, which means all communications are performed via the internet. The interface works off the actual address (no geocodes) and has identification to the actual rooftop address. The interface has address verifications and suggestions, and sales tax calculation engine to determine the tax authorities and tax amounts for your transactions. All sales tax data is maintained on Avalara server and managed via a browser portal.

The following is the Avatax Configuration Maintenance within Prelude, and a new option for a new interface to manage customer address information within the Avatax Certs module.



F5-Certs

Strategic Pricing


‘Puffing Only’ field was added to activate this concept for a customer. If this field is “Y”, then the product’s pricing is ‘Puffed’ only and does not have any pricing discounts applied to the price. If the field is “No”, then the product is puffed and discounts are applied.



Product Line Maintenance

‘Suppress SPA Calculation’ field was added to control pricing. This option was added to control whether products assigned to a product line should bypass the SPA calculation and use regular pricing.

‘Default Core Status’ field was added to define a core status for the SPA calculation when a core status doesn’t exist for an individual product.

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