Copyright: Copyright © American Micro Innovations, Inc.


A/P
Accounts Payable

FIXES

A/P invoice entry	Revision: 6.03 04/28/97
If you experienced a system lockup in A/P, exited and then tried to use this option again you might get a "CORRUPTION DETECTED" error.

A/P Expenses by G/L	Revision: 6.60 06/03/97
Temporary files left over from other processes might have caused a CORRUPTION DETECTED" error.

A/P Review Open Invoices and Invoice Log Reports	Revision: 6.60 08/11/97
If you hit escape while  temporary files were generating, you would get "INVALID ORDER" error.

CHANGES

NONE


A/R
ACCOUNTS RECEIVABLE

FIXES

A/R Aging	Revision: 6.03 10/03/95
Sometimes range of customers was not found, range is no longer case sensitive.

Aging by Salesrep	Revision: 6.03 01/31/96
 	All information now grouped by Customer Name/Account Number within each rep.

Collections report	Revision: 6.03 07/29/97
 	You can now scroll after viewing invoice or viewing register.

A/R Statements	Revision: 6.50 08/19/96
 	If you don't print statements you no longer get " WAITING TO OPEN FILE" message.

A/R Collections Rep	Revision: 6.50 11/06/96
 	You no longer get "COMIX/8009 CORRUPTION DETECTED" while using this report.

A/R Invoice Printing	Revision: 6.60 12/26/96
 	System now checks hold and partial flags per order before allowing to invoice.

CC Authorization	Revision : 6.60 11/18/97
 	You may now enter payments without having to input cc authorization # for acceptance.

CHANGES

A/R Statements	Revision: 6.03 02/20/97
Added an option to enter a range of customers.

A/R Statements	Revision: 6.50 08/19/96
 	Improved speed of statement processing.

CC Tracking/processing	Revision: 6.60 12/05/96
 	Changes to allow calling in a loop with no user interaction,  Also added order number and other information fields which must be handled here.

CC Tracking/processing	Revision: 6.60  01/14/97
 	System will look up most recent cc number and expiration date on new records , will also allow "forced  authorization" by supervisors.

CC Tracking	Revision: 6.60 01/03/97
Added "Other Info" field to credit card tracking dialog box.

CC Tracking report	Revision: 6.60 02/10/97
Added order number to report.

A/R Payment/Deposit Entry	Revision: 6.60 04/18/97
Changed to abort payment if CC was declined.


Contents
Main Course Changes/Fixes v6.03 - v6.60

Just click on the module heading links to see changes and fixes done to that module.  The revision number and date apply to the executable file's date and time stamp.

MODULES

A/P

A/R

Customer List

EDI

G/L

Inventory

Order Entry

Purchase Order

Point of Sale

Scanner Interface

System Maintenance

Service Manager


Contracts

FIXES

Contract printing	Revision: 6.03 08/05/97
Long contract text now prints properly, also prints the full contract number not just the last 5 digits.

Contract invoice printing	Revision: 6.60 07/29/97
Fixed program to print reason for credit on the page.

CHANGES

Contracts to be invoiced rep	Revision: 6.04 06/30/97
Changed to print 7 characters for the contract number.

Contract and Service Invoices	Revision:6.04a 09/04/97
Changes to support new invoice form for laserjets.


Customer List

FIXES

NONE

CHANGES

Customer entry	Revision: 6.60 12/20/96
 	Phone Sale changes,  Also when entering data the city and state fields are skipped and filled in	 automatically based on the zip code that is entered. You may go back and edit  if you need to.

Customer file	Revision: 6.60 12/20/96
 	Phone Sale changes, default sales rep can be set based on the users password setup information.

Customer entry	Revision: 6.60 09/19/97
 	Changed zip code look up to use only the first 5 characters of the zip code since the database we have doesn't have the +4 digits.

Customer entry/verify	Revision: 6.60 10/31/97
Added an alert field to billto notes field which will appear every time the user enters that customer in an order, service order.


EDI

FIXES

Manufacturer List	Revision: 6.03  05/15/95
When adding a new manufacturer, separator and new line characters automatically default to correct settings.

EDI 867/846 Reports	Revision: 6.03 12/15/95
You may now select a new manufacturer when selecting "yes" to discard old information.

CHANGES

Manufacturer List	Revision: 6.03 9/11/97
Updates to support HP and to allow multiple vendor aliases and to have a default form selected for each manufacturer.

Manufacturer List	Revision: 6.03  5/15/97
Change to allow the separator and new line characters to be edited on this screen.  Also default Compaq to 42, 13 resp.

EDI 867/846 Reports	Revision: 6.03 6/03/97
You  may now answer "Y" or "N"  to allow the replacement of previous transmission whether generating new data or resending old data.


G/L
General Ledger

FIXES

Post A/R to G/L - Invcs	Revision: 6.02 08/18/95
Changed to include zero dollar invoices so that the sales journal for g/l reconcile indicates posted to g/l correctly for the cost of goods.

G/L report titles	Revision: 6.03 05/22/96
 	You may now setup dates for a non calendar year.

G/L reports	Revision: 6.03 02/19/97
 	Description: Changed report titles to  handle period one properly.

Post A/R to G/L - Invcs	Revision: 6.60 04/10/97
 	In G/L postings "Alias already in use" message does not appear.

CHANGES

Post A/R to G/L - Invcs	Revision: 6.02 08/18/95
 	Sales postings can now be done by profit centers that are set by the sales rep. Each sale  can now be categorized by a profit center as well as a department assignment.


Inventory

FIXES

Transfer Orders reports	Revision: 6.03 10/02/96
 Report now shows the same totals regardless of the sort option.

Transfer Order Maint	Revision: 6.03 10/16/96
When deleting a line the demand and on-order were decremented regardless of the transfer type. The system only increments/decrements. Therefore, we need to decrement correspondingly.

Physical Count	Revision: 6.03 02/17/97
Change criterion for raising an exception.  Checks to see if the variance will cause supply to be less than committed.

Costing	Revision: 6.03 03/29/97
Changed the structure of the inventory transaction comment so that it includes the line item number so that the costing can distinguish between two lines with the same product code.

Product costs	Revision: 6.03 06/06/97
System will now use 0.00 dollar cost.

Transfer Order Maint	Revision: 6.03 08/14/97
Prompts are now correct at all times when adding a line item.

Transfer order line item edit	Revision: 6.04 08/14/97
You no longer get a bound error, array access message.

Physical Count	Revision: 6.50 08/16/96
 	No longer get 'alias does not exist' while creating count sheets in client/server versions.

Inv. Transactions	Revision: 6.60 02/18/97
You may now print report in portrait mode on laser printer.

CHANGES

Physical count	Revision: 6.03 02/17/97
 Added standard product sorting and range options to count sheet creation.

Inv. Status Report	Revision: 6.04 04/23/96
Changes made to optimize speed on status report.

Inventory Aging Rep	Revision: 6.04 07/18/96
 Added standard product sorting and range options for report. Also added the ability to show only items older than the age cutoff.


ORDER ENTRY

FIXES

Order Entry	Revision: 6.60 06/20/97
 If the po-do cross reference flag is set, you no longer get an error message if drop-ship is set to "N".

CHANGES

Order Entry/Modify	Revision: 6.03 10/11/95
You may now customize to specify which fields are required.

Order processing	Revision: 6.03 12/19/95
You now have the ability to reprint pick tickets when the committed amount is changed.

Order Entry/Modify	Revision: 6.03 06/04/96
There is now a system setting that determines if a Delivery Order should be reprinted after it is modified.

Order Proc. and Back Orders Reports	Revision: 6.04 04/17/96
Optimized to speed up report process.

Product Alloc Report	Revision: 6.04 04/19/96
Changed so that all prompts come before any printing starts.

Print all Unprtd DOs	Revision: 6.04 04/19/96
Optimized  to speed up report process.

Invoice number search	Revision: 6.04 04/19/96
Optimized to speed up invoice number search.

Open orders by salesmen	Revision: 6.04 04/19/96
Optimized to speed up report process.

Invoiced but not shipped report	Revision: 6.04 04/19/96
Optimized to speed up report process.

DO search	Revision: 6.04 04/19/96
Optimized to speed up delivery order search.

Print all/unprt/etc picking tickets	Revision: 6.04 04/19/96
Optimized to speed up pick ticket reports.

Order Processing Menu	Revision: 6.60 12/16/96
Added "Phone Sale" processing options.  One for running credit card approvals and one for printing invoices in a batch. Also check hold flag per order before processing.

Review DO screen	Revision: 6.60 12/18/96
System will now display hold status on screen.

Order Entry/DO search	Revision: 6.60 12/26/96
System will now check hold status per order before allowing to process.

Order Entry	Revision: 6.60 01/07/97
The Partial Ship field now defaults from the billto file and is stored separately for each order.

Delete an Order	Revision: 6.60 01/08/97
You may now delete POS orders here as well. Note: (You can not delete if drop-ship PO-DO records exist).

Delete order line item	Revision: 6.60 01/09/97
System checks for a drop-ship amount, you may not delete a line with a drop-shipment pending.

Print/Review DO	Revision: 6.60 01/13/97
Added order status to list of orders for a customer.

Orders Held for Full Shipment Report	Revision: 6.60 04/29/97
Report now checks partial ship flag on order not billto file.

Pick ticket printing/Print all/unprt	Revision: 6.60 05/16/97
If shipment is flagged as a drop-shipment, the system will not print ticket. The logic to determine if a picking ticket should be printed for an order can be customized to some extent. Contact  A.M.I. for details.

Invoiced but not shipped report	Revision: 6.60 06/02/97
Put report into order number order.

Product Alloc Report	Revision: 6.60 07/23/97
Changed temporary file naming convention to support full range of users (999).

Product Alloc Report	Revision: 6.60 10/03/97
Report now shows comments and order status.

DO Printing	Revision: 6.60 10/6/97
You may now add comments per line item.

Review DO screen	Revision: 6.60 10/27/97
Added time stamp to orders.

Mail Order feature:Review/Approve Held orders	Revision: 6.60 12/09/96
You may scroll list of all pending orders and update the hold code.


Point of Sale

FIXES

None

CHANGES

Order Entry/Modify	Revision: 6.60 12/10/96
Back orders can be viewed and processed in the POS menu.

Invoicing/POS	Revision: 6.60 12/23/96
Changes made to process POS orders and regular orders the same. System will also add a star after/below the quantity shipped to indicate drop-shipped items created from PO's.

Invoice posting	Revision: 6.60 01/10/97
Invoices can now handle negative shipping charges.

Invoice posting	Revision: 6.60 01/16/97
Updated order payments database for 'phone sale' installations.


Posting
Posting:


Purchase Order

FIXES

PO Backorder report	Revision: 6.03 11/13/95
Problem fixed where user hits escape and did not exit immediately.

Unposted POs report	Revision: 6.03 09/11/96
"Please wait ..." message no longer printing out on report.

PO Receiving	Revision: 6.60 02/11/97
If you have PO-DO cross reference on, the PO receiving will receive items to warehouse that was selected on the order.

Enter PO	Revision: 6.60 04/20/97
Problems with adding vender while creating P.O. has been fixed.

Invoice posting	Revision: 6.60 06/09/97
You no longer get "ARGUMENT ERROR" when doing phone sale.

Post POs to A/P	Revision: 6.60 09/18/97
System will no longer create duplicates if invoice number was entered in lower case characters.

PO Header	Revision: 6.60 09/18/97
Fixed duplicate A/P invoice problems.

Cancel a PO	Revision: 6.60 09/25/97
You no longer get "ALIAS ALREADY IN USE" error when canceling/deleting a PO from auto PO generation.

Enter PO	Revision: 6.60 10/15/97
You no longer get blank lines in display box for entering vendor.

CHANGES

Auto PO generation	Revision: 6.03 03/18/96
You may now re-edit PO information, you can also print from this screen.

PO Modify	Revision: 6.03 03/18/96
Line items are now updated with the new vendor ID and product code if the vendor is changed, also changes the cost if the user approves it.

PO-DO entry	Revision: 6.03 03/21/96
Added a check to see if any items from the order selected were allocated on other POs.

Auto allocation by PO-DO	Revision: 6.03 08/27/96
Problem with line items processing twice and committing incorrect quantities with hard allocation and auto-processing set has been fixed. Also PO-DO cross reference received field now holds the total receiving quantity which has been committed so far.

PO-DO entry	Revision: 6.03 08/28/96
Added an additional check on the receiving allocation quantity against any amount already committed to an order.

PO Reord w/Cust Detail	Revision: 6.04 04/23/96
Optimize to speed up report processing.

PO-DO entry	Revision: 6.50 06/09/97
Changed the allocation to allow allocating even if the order has items committed already.

Enter PO	Revision: 6.60 11/13/96
Added delivery order number for drop shipments.  Also changed the way system references the SO number for Service POs so that the two are consistent.

PO Header	Revision: 6.60 11/13/96
Display now shows customer account number and address for drop shipments.

PO review screen	Revision: 6.60 11/18/96
Added requested delivery date and drop shipment customer name to display.

Auto PO generation	Revision: 6.60 11/22/96
Added ability to create a PO as a drop shipment.

Auto PO Screen	Revision: 6.60 11/22/96
Added column for drop shipments.

Auto allocation by PO-DO	Revision: 6.60 11/25/96
PO-DO allocation can now handle POS orders.

Auto PO generation	Revision: 6.60 12/05/96
You can now set ETA date on drop shipments.

PO Print-out	Revision: 6.60 12/18/96
Report now displays drop shipments and the address.

PO Reports menu	Revision: 6.60 12/21/96
Added an Outstanding drop-ship PO report.

Auto PO generation	Revision: 6.60 03/06/97
System will now check to see if order has been deleted or canceled before generating PO.

Post POs to A/P	Revision: 6.60 03/31/97
You can now combine different receivings for the same PO into one A/P invoice.

Post POs to A/P Menu	Revision: 6.60 04/01/97
Add option for "Receipts out of period report" to help reconcile the Inventory Account in G/L.

Auto PO generation	Revision: 6.60 05/09/97
System will check shipping address on drop shipments in case it has been changed. Also added selling price to screen.

Record Receipts on POs	Revision: 6.60 08/04/97
Added display of the receipt ID.

PO review screen	Revision: 6.60 08/04/97
Added display of last receipt ID and date.

PO Receipts report	Revision: 6.60 08/04/97
Added display of the receipt ID.

PO Reorder w/Cust. Detail	Revision: 6.60 09/24/97
Report now shows order quantities, cost, ship method and ship state. The key strokes used to respond to the prompt for generating a new report or using an old one is now consistent with other similar prompts.

PO Reord w/Cust Detail	Revision: 6.60 10/07/97
Added option to allow report to be printed in wider format  to allow comments to show on report.

Auto PO generation	Revision: 6.60 10/07/97
Added line item comments to print-out.


Reports
Reports:


Sales Rep


Scanner Interface

FIXES

Scanner Interface - Dwnld Prog	Revision: 6.03 06/06/97
Downloading problems have now been fixed.

Scanner Interface - Upload data	Revision: 6.03 08/15/97
Error when PO auto allocate was set on has been fixed.

CHANGES

Scanner Interface - Upload data	Revision: 6.03 07/02/97
Made changes to support entering vendor invoice number and freight cost into scanner.

Scanner Interface - Upload PO receiving/Physical	Revision: 6.60 06/20/97
Optimized indexing procedure after initial installation.


Service Manager
R.M.A

FIXES

RMA line item entry	Revision: 6.60  02/04/97
System will now check inventory status and not allow shipping of new line items if there is no stock.

RMA Header screen	Revision: 6.60 08/13/97
No longer getting "ALIAS ALREADY IN USE" message.

RMA search screen	Revision: 6.60  08/13/97
Fixed problem with using the Alt-s function for selecting manufacturer in this screen.

RMA Manufacturer Maint	Revision: 6.60 08/13/97
System no longer generates and error  that returns you out to the menu screen after deleting manufacturer.

CHANGES

Get S/N for Exch. Parts	Revision:6.04a 09/09/97
Changes to speed up processing time for client server version.

Outstanding/closed RMA report	Revision: 6.60 08/07/97
Added control number to the report.

RMA Serial number tracking rep	Revision: 6.60 08/07/97
Added control number to the report.


Service Manager Main
Service Manager

Contracts

R.M.A.s

Service Orders


Service Orders

FIXES

NONE

CHANGES

Contract and Service Invoices	Revision:6.04a 09/04/97
Changes to support new invoice form for laserjets.

Setup SO by product code	Revision:6.04a 09/09/97
Changes to speed up processing time for client server version.

Unbilled service orders rep	Revision:6.04a 09/09/97
Changes to speed up report processing time for client server version.

SO: Display covered serial #'s	Revision:6.04a 09/09/97
Changes to speed up processing time for client server version.

Service Call Credit Memo Log	Revision:6.04a 09/09/97
Changes to speed up processing time for client server version.

SO screen/entry	Revision:6.04a 09/09/97
Changes to speed up loading of screen for client server version.

SO Line item delete	Revision:6.04a 09/09/97
Changes to speed up processing time for client server version.

Service Billing	Revision: 6.60 08/01/97
Added an option to use the cost from product file for the labor product code.  This overrides the tech's cost of labor so that you can have different costs based on the product code.

Service Order screen	Revision: 6.60 10/08/97
System will now display the printed status in the heading.

SO screen/entry	Revision: 6.60 11/12/97
Notes from billto  will be displayed in this screen.


System Maintenance

FIXES

Password: Settings per user	Revision: 6.03 02/21/97
You no longer get "UNDEFINED VARIABLE" error message while setting up a user in password maintenance.

Database Maint - reset	Revision: 6.50 01/28/97
Problem that created multiple entries in the warehouse data base when running "Reset Order Flag" option has been fixed.

Label printing	Revision: 6.03 10/10/96
You no longer get "Bound Error array access" error message from the amount of labels to print screen.

CHANGES

Access levels	Revision: 6.60 11/12/97
The prompt for a special password now has a description that was entered for that option so that the user knows what password to enter.

Database Maint - reset	Revision: 6.04 10/25/96
Eliminated abort function from reset options to allow  Advantage Server to build the index. This will speed up the processing of reset options.

Label printing	Revision: 6.04 04/22/96
Made changes to compress print on labels other than ones printing barcodes.