Copyright: Copyright © American Micro Innovations Inc


Accounts Payable

FIXES

Review Open Invoices & Invoice Log Reports	Revision: 6.80 05/09/00
Changed temporary file maintenance methods to fix "file corruption" and "file not found" error messages.

Multiple Invoice Payment Screen	Revision: 6.80 11/19/99
If there was a zero dollar invoice which had a non-zero balance then it did not appear on the Payment screen.

Checkbook Reconciliation	Revision: 6.80 11/11/99
The display did not change to show the true first unreconciled item when a previously (older) reconciled item was reversed to show as "not on statement."

Post A/R to the Checkbook	Revision: 6.80 01/10/00
The display screen did not update properly in some cases.  (Client Server version only.)

Check Register Report	Revision: 6.80 12/02/99
This report now adjusts to the correct number of characters in the money amount fields that were set during the fine tuning of your system.

A/P Register Report with G/L Account Detail	Revision: 6.80 12/02/99
This report now adjusts to the correct number of characters in the money amount fields that were set during the fine tuning of your system.

CHANGES

Vendor Maintenance	Revision: 6.80 04/29/99
Change made for Ingram InsideLine Interface.  Added the default Ingram account field.

Modify/Delete an Invoice	Revision: 6.80 08/16/00
The Supervisor can now modify an invoice even if it has been paid.  This can be done from either the Modify or Delete option.


Accounts Receivable

FIXES

Create Credit Memo from Invoice	Revision: 6.80 05/30/00
Now correctly checks for the line number of an item for cases were the invoice contains the same part number more than once.  This keeps a line item from being credited too many times.

Create Credit Memo from Invoice	Revision: 6.80 07/06/00
Now correctly checks for a valid DO number.  Previously this problem could cause more serial number records to be added to the credit memo than were on the original invoice.

A/R Collections Report	Revision: 6.80 07/01/99
Printing a credit memo now deletes any Notes attached to the invoice if the Credit Memo closed out the invoice.

A/R Collections Report	Revision: 6.80 09/16/99
When the customer's Deposit balance goes to zero, the notes for that item are deleted.

A/R Aging Report By Sales Rep	Revision: 6.70 10/22/98
Delete index and put temporary file in the temporary path.  (This avoids problem "corruption detected" if an old temporary index already exists.)

CHANGES

A/R Collection Report	Revision: 6.80 11/01/99
After searching for a selected customer, added the ability to view customer notes from the Customer Master.  Also added where you just view the Customer Detail by pressing "D".

Added Customer PO number field to the detail display.

A/R Collection Report	Revision: 6.80 07/06/99
The tickler dates are automatically checked when the report is regenerated.

Invoice Reprinting - Change Customer on an Invoice	Revision: 6.80 05/06/99
Added capability to change the Billto and Shipto information on an invoice so that a reprint of the invoice shows a different customer name and address than the original.  Must be Supervisor in Accounts Receivable menu under Invoice Printing menu.

See also Order Entry | Print/Review Delivery Order for other possible changes after invoicing.

Invoice Reprinting	Revision: 6.80 05/15/00
Added the option to reprint a range of invoices to the A/R Invoice Printing menu.

Alt-I Invoice/Credit Memo Lookup	Revision: 6.80 03/27/00
Added the ability to search by the Shipto information in the INVOICE/CREDIT MEMO INQUIRY dialog box.

A/R Aging Report	Revision: 6.70 08/25/98
Invoices which have had partial payments applied can now be marked on the Aging report.  The indicator character can be set in the Quick Database Updates option, special parameters.


Contents

Main Course Changes/Fixes v6.70 and v6.80

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 (.EXE) time stamp and date as seen in Windows Explorer.  Your executable would need to have a time and date equal to or newer to have the module include the specific item.

MODULES

Accounts Payable

Accounts Relievable

Credit Checking/Hold Capabilities

EDI Customer

EDI Reports

General Items

General Ledger

Import/Export Features

Ingram InsideLine Interface

Inventory

Order Entry

Purchase Order

Point Of Sale

Reports

Sales Rep

Serial Numbers

Service Manager

System Maintenance

Techdata API Interface


Contracts

FIXES

Contract Log	Revision: 6.80 01/18/99
Printing this report no longer leaves the printer compressed type.

Searching for a Contract	Revision: 6.80 04/12/99
Fixed problem where if you did a search by invoice number which failed, then tried it again you would get an "Alias already in use: invoice" error.

CHANGES

None


Credit Checking/Hold Capabilities
Credit Check/Credit Hold

Several changes have been made in this area, the following summarizes the capabilities of the system as of V6.80:

Special parameter 78: "Credit Status Checking Active"

When this parameter is set to "Yes" a credit check will be performed by the system at several predefined points within the system.  See special parameter 109 below for a list.  If this credit check fails the user may be given a chance to override it depending on their Access Level.  Otherwise they will not be able to proceed past the point where the credit check was done.

There are three credit check criterion that can be set for a customer.  They can be used in any combination.  The system will check them in the order presented here.  If any one criteria fails then the user will not be able to proceed.  The criterion are as follows:

An individual customer can be placed on hold.

A customer's outstanding balance plus the current order amount, if there is one, can be restricted by the credit limit field.  There is also an option to include all outstanding orders, not just the current one. (Special parameter 108: "Credit check all Open Orders")

The ages of a customer's outstanding invoices can be compared to an age limit.  If any invoice is older than this limit then the credit check will fail.

Hold Codes:

In addition to customer credit checking an individual order can be placed on hold.  The system allows you to setup a list of "Hold" codes.  (This Table is found in System Maintenance | System Setup | Reference Tables | Hold Code Maintenance.)  Once a Table is set up there is a Reinstall Parameters Screen that allows you to set a Default Hold code.  Every time a new DO is Entered, or a McFig Configuration is Exported, this default code is assigned to the new DO.  It can be revised only in Order Entry, including the initial Entry screen and the Modify screen.  Access to this field is controlled by the "Modify Customer Credit Limit" Access Level.

Special parameter 111: "Link Hold and Credit Check"

This parameter allows you to link the credit checking and the order hold codes.  When this parameter is set to "Yes" the system sets the hold code of an order after the initial credit check is done.  The user can define three hold codes in the "Reinstall Parameters" option, one that will be used when an order/customer passes, the other when the order/customer fails, and the third hold code is defined for the case when the user overrides a failed credit check.  This linking option allows you to avoid having to override the credit check every time it is done.

Once it is done the hold code will determine if the order can be used from that point forward.  If the order is on hold you will have to change the hold code to begin working with it again.  Once you take the order off of hold the credit check will again be performed the next time you try to work with the order.

Special parameter 109: "Crd ck where (O,P,T,I,X)"

This parameter can be used to determine at what points in the program the credit check will be done.  If you do not set this parameter, (by leaving it blank), then the program will do the credit check at the points where "Default" below says "check".  If you enter anything at all in this field then the credit check will Only be done at the points you enter into the field regardless of the defaults.  Therefore if you want to override the defaults you have to indicate each point where you would like the system to perform the check.

'Q'	Enter a Quote	Default: check.

'X'	Export a Quote	Default: no check.

'E'	Enter an Order	Default: check.

'S'	Enter a POS Order	Default: check.

'O'	Delivery Order printing	Default: no check.

'P'	Order processing	Default: check.

'T'	Pick Ticket printing	Default: check.

'I'	Invoice printing	Default: no check.

Note: All "Special Parameters" referenced above are found in the "Quick Database Updates", hot-key F9, "Special Parameters Update".


EDI Customer

FIXES

Return Invoice Data	Revision: 6.80 04/26/00
No longer sends an ITA segment for shipping if the amount is zero.

Backup file(s) "or?nnnnn.dbf"	Revision 6.80 08/05/99
There is no longer a space in the file name.

CHANGES

Customer EDI	Revision: 6.70 01/05/99
Added the ability to put selected data from the EDI PO file into the new order comments field.


EDI Reports

FIXES

HP ISA Segment	Revision 6.80 09/16/99
No longer sends the ISA segment when there are no lines or the address is incorrect according to HP.

Sent Too Much Data	Revision 6.80 09/16/99
When running a report for an old control number which was not the latest one, the EDI file would often include data for all of the control numbers after that one.

CHANGES

HP Y2K Requirement	Revision 6.70 05/24/99
Changes were made to meet Hewlett Packard's latest EDI specs.

Added an option to include the line item's unit price.


General Items

FIXES

Start Date for Reports Caused an Abort	Revision: 6.80 03/15/00 Revision: 6.80 01/02/01
Removed old program code where entering a start date of 01/01/01 was the equivalent of aborting the report creation..

Payment Types Entry Screen	Revision: 6.70 10/15/98
Fixed problem in the payment entry screen which caused the list of valid payment methods to be empty.

Multiple Instances on NT Workstation	Revision: 6.70 06/23/98
Solved problem with running two or more instances of the program while working in windows NT.

Indexing Utility (MCIX)	Revision: 6.70 10/16/98
Fixed indexing utility so that if your system crashes while indexing you will be able to run the utility over without getting any errors.

Access Levels Maintenance	Revision: 6.80 02/16/99
Fixed the problem where new and old Access Levels would be lost whenever new levels were added.

Update Price List From the EC List	Revision: 6.70 09/18/98
Fixed problem where you would sometimes receive the error "Open error prvenpven.cdx  (DOS error 2)" when running the Update Price List From EC option.

CHANGES

Alt-P (Product Lookup/Browse Window)	Revision: 6.80 12/15/98
Added a new Hot Key (Alt-D) to display outstanding DOs and POs for any product with a demand.  This function does not depend on using the PO to DO Cross Reference option.

EC Product Lookup	Revision: 6.80 12/08/98
Speed issues in the Client Server version were addressed.

Printer Spooling	Revision: 6.70 10/28/98
Add support for spaces in the queue names.

User Defined Invoices/Credit Memos in OE, A/R, POS Service Orders and Service Contracts	Revision: 6.70 04/07/99
User defined forms for invoices and Credit Memos.  Users can define their own invoice and credit memo forms like they can do with DOs, POs and checks.

Access Levels Maintenance	Revision: 6.70 11/14/98
Made changes to allow passwords on special options such as the (M)odify and (D)elete choices on the Prompt Line in Print/Review a DO.


General Ledger

FIXES

Auto Posting of A/R to G/L	Revision: 6.70 10/02/98
Corrected the rounding problem which sometimes caused an invoice not to be posted even though the totals matched.

Auto Posting of A/P to G/L	Revision: 6.70 10/02/98
Fixed the problem where this posting was sometimes out of balance by a penny.

Auto Posting of A/R and A/P to G/L	Revision: 6.80 01/07/99
Addressed speed issues in the Client Server version.

Auto Posting of A/P Record Credits Transactions to G/L	Revision: 6.80 01/25/00
If one of the G/L reference accounts was set as inactive or not found the posting would still add that amount to the total even though the transaction was marked and printed as an exception.

Auto Posting Checkbook Deposits and Adjustments to G/L	Revision: 6.80 02/17/99
In multi-company mode with cross-co G/L set off you could have a problem when trying to post a trial run to the G/L if there were checkbook transactions which referenced more than one company other than the company which owned the checkbook.

Auto Posting Checkbook Deposits and Adjustments to G/L	Revision: 6.80 09/11/00
Revised the process to check for account summations that were out of balance.

Income Statement	Revision: 6.80 05/11/00
Printing this report with budget data now includes an account with a budget amount, even if the YTD and PTD balances are zero.

CHANGES

None


Import/Export Features

The following list describes the initial offering of the Import/Export Interface:

Imports from or exports to files in one of three formats, xBase, comma separated value or CSV (as defined by Microsoft Excel), and fixed field length ASCII text files (SDF).

Export or import on demand or on a schedule.  Schedules can be at intervals, e.g. every 5 minutes, daily, weekly or monthly.

Extensive log files and archives maintained for imported and exported data with user defined settings for the length of time they are kept.

Basic operation creates an export file in a specified directory or polls for the presence of an import file in a specified directory.

Import files can have "header" and "detail" data mixed together as long as there is a field that indicates which type of data is present in each record.

Imported data can be validated against existing data.  E.g, you can reject incoming orders that do not have a valid SKU, shipping method, etc.

New control numbers can be generated for incoming data or they can be validated to avoid duplicates.  E.g., you could import "web" orders from your existing e-commerce site and assign each one a new internal order number.

Exported data can come from any single table or multiple related tables within the Main Course or McFig.

Exported data can include only new items, only changed items, or both.  In addition a user defined criterion can be entered to force a subset of any of the above options to be exported.  E.g., you might want to export from McFig only quotes with a status of "Exported".

Exported fields are completely customizable to allow adapting to disparate systems.


Ingram Inside Line
Ingram Inside Line Interface

The following list describes the initial offering of the Ingram InsideLine Interface:

Interface built in to all A.M.I. modules.  Wherever the product list is accessible you are able to view Ingram Micro's real-time price and availability.

Transmit Purchase Orders to Ingram Micro without reentering.  Create your POs normally through the Main Course, then select the transmit option.  POs are live with stock allocated by Ingram Micro as soon as transmitted.

Select the Ingram Micro warehouse from which you would like product to be shipped.

Back order processing controlled by the Main Course purchase order partial shipment field.

Drop shipments can be ordered through the interface.

Easily handle billing to your financing company.

Reasonably priced at $1250.00.  One price covers the upgrade for all modules that you have installed.

If you have the Ingram InsideLine Interface, you can click on the following link to see the full help documentation.

If you do not have this interface you WILL get a Warning that there is no help file.

Help File.


Inventory

FIXES

Inventory Transaction Entry	Revision: 6.80 07/21/99
The user now gets a warning when they try to adjust a quantity out that is already committed to a DO from that warehouse.  They get this warning no matter how the special parameter is set that controls this ability to adjust out a quantity that is already committed.

Inventory Costing	Revision: 6.80 05/23/00
Fixed problems caused by supply inadvertently going negative.  Added code to set the "totcost" field to 0 when the onhand quantity is 0.

Physical Count Entry	Revision: 6.80 08/03/00
User would get a "Syntax error" message if they installed an A.M.I. supplied update to their system while a physical count was active (count sheets were created but inventory was not yet updated).

CHANGES

Costing and Status Reports	Revision: 6.80 11/06/98
The List Filtering Options menu for these types of reports now always shows an On Hand Less Than 0 option.

Inventory Transactions Report	Revision: 6.80 02/02/00
Added the option to show Delivery Order #, date and status as additional Comment data on Receiving transactions.  You must be using the PO to DO Cross Reference option when creating the PO.

Inventory Aging Report	Revision: 6.80 09/14/99
Added option to show PO to DO allocation information.  Within this option you can choose to show only open allocations.

New Costing Method	Revision: 6.80 05/23/00
Added the PO-DO costing method.  Must be using the PO-DO Cross Reference in the creation of POs.  The cost of a line item tracks back to the PO receiving cost.


Order Entry

FIXES

Line Item Entry	Revision: 6.80 5/19/00
When the price is zero and you leave the margin field at 0, it would change the price to equal the cost.  So there was no way to keep the price as zero.

Order Header Entry	Revision: 6.80 11/09/99
The Credit Terms can no longer be modified unless the Access Level for this action is set properly.

Searching for a DO	Revision: 6.80 07/17/00
Eliminated the "Variable does not exist: lAlert" error when searching for a DO.

Searching for a DO	Revision: 6.80 06/05/00
Searching by a PO number now allows lowercase characters to be entered

Order Processing Report	Revision: 6.70 10/22/98
Fixed report so that you can select multiple companies from the Alt-S pop-up list.

CHANGES

Added an Orders on Credit Hold Report	Revision: 6.80
This Report lists all DOs on Credit Hold and includes order date, status, and dollar amount; customer's account balance and credit limit and the reason the order is on hold.  The report can be sorted by DO number or customer name or printed for a selection of customers.

Added Credit Checking	Revision: 6.80 08/31/99
Added credit checking before allowing an order to be entered.  See Credit Check/Credit Hold section.

Product Allocation Report	Revision: 6.80 12/07/99
This report now uses the PO to DO Cross Reference data to allocate "on hand" and "on order" amounts to DOs.  This allows allocations other than first come first serve to be honored in the report.  Any stock not allocated by the PO-DO will be allocated as before.

Product Allocation Report	Revision: 6.80 05/15/00
When first Generating this report you can now enter a range of DO numbers, Sales Rep codes and/or a range of customer names.

Product Allocation Report	Revision: 6.80 12/30/98
If there were no outstanding POs for a product then on hand inventory might not be allocated.

Alt-I Invoice/Credit Memo Lookup	Revision: 6.80 03/27/00
Added the ability to search by the Shipto information in the INVOICE/CREDIT MEMO INQUIRY dialog box.

Printing a Delivery Order	Revision: 6.80 11/09/99
The User Defined DO forms can now include cost totals.

Print/Review Delivery Order	Revision: 6.80 05/06/99
You can now (M)odify certain Delivery Order data after the DO has been invoiced.  You can modify:
Order Notes
Customer Purchase Order Number
Alternate PO Fields
Sales Rep Code
Ship Via
Hold Code
Special Instructions

Review of DO Screen	Revision: 6.80 02/02/00
Added ability to use +/- keys to move through the orders by customer.

New UDO Form Type	Revision: 6.80 11/09/99
When a User Defined Form is given the UDO Type, Unapproved DO, the following happens.  If credit checking is turned on AND the user can select from the list of DO Forms, AND they choose an optional Form of this Type to print, the printing of the DO is not restricted by the credit check, and the words Unapproved DO are printed at top of form.

Line Item Entry	Revision: 6.80 01/31/2000
Added a warning when price is below cost.

Searching for a DO	Revision: 6.80 01/31/00
You can now search for DOs using the Customer Shipto information.

Invoice Payment Screen	Revision: 6.80 07/26/00
The freight-in amount assigned to the products through the Purchase Order PO-DO Cross Reference option displays on the Invoice Payment Screen.  This ability is controlled by a special parameter setting.


Point Of Sale

FIXES

Searching for a DO	Revision: 6.80 07/17/00
Eliminated the "Variable does not exist: lAlert" error when searching for a DO.

Duplicated Alternate PO Values	Revision: 6.80 06/01/99
Scrolling to a different DO, using the + or - keys, would cause the existing Alternate PO value(s) to be saved again.

Order Header Entry	Revision: 6.80 11/09/99
The Credit Terms can no longer be modified unless the Access Level for this action is set properly.

Line Item Entry	Revision: 6.80 08/24/99
Fixed the problem where changing the warehouse did not consistently move the Demand and Committed from the original to the new warehouse.

Line Item Entry	Revision: 6.80 05/19/00
Fixed this problem: If the price is zero the program sets the margin to zero.  But when you hit enter on the margin field it would change the price back to the same as the cost.  Now the margin field is skipped if the price is zero.

CHANGES

Added Credit Checking	Revision: 6.80 08/31/99
Added credit checking before allowing an order to be entered.  See Credit Check/Credit Hold section.

Invoice Payment Screen	Revision: 6.80 07/26/00
The freight-in amount assigned to the products through the Purchase Order PO-DO Cross Reference option displays on the Invoice Payment Screen.  This ability is controlled by a special parameter setting.


Purchase Order

FIXES

PO Line Item Entry	Revision: 6.80 07/02/99
While in the Alt-P Product Lookup screen you can again use the Shopping hot key (the *) in selecting items.

PO-DO Cross Reference Function	Revision: 6.80 12/17/98
Deleting an unreceived item from a PO no longer deletes the wrong, already received PO-DO record.

PO Entry/Modify Header Screens	Revision: 6.80 12/10/99
A PO that is entered as a drop ship now gets the attention data from the DO and not the customer masters.

Create a PO from a DO	Revision: 6.80 03/13/00
When creating the purchasing line items, the inventory and taxable flags are now copied from the DOs information and not from the product master.

PO Receiving	Revision: 6.80 04/11/00
Changed temporary file maintenance methods to fix "file not found" error messages that occurred when exiting from receiving screen.

Standard Reorder Report	Revision: 6.80 08/07/00
Fixed the problem where the report would show empty when done for a selected warehouse.  (Non Client Server versions.)

Product Allocation Report and PO Reorder w/Customer Detail Report	Revision: 6.70 08/27/98
Fixed problem where the report may not allocate properly when an order contains two line items of the same product code.

Printed Service PO	Revision: 6.80 05/07/99
Service POs were not printing the correct manufacturer.

Outstanding PO Report	Revision: 6.80 02/08/00
Revised this report so the filter on drop-ship POs would result in the same data as on the Outstanding Drop-ship POs Report.

CHANGES

Auto PO Creation from the PO Reorder Report	Revision: 6.80 05/25/99
Changes were made to support multiple users in this screen.  Users must now "lock" the PO they want to work with by using a keystroke (Alt-L) before making any changes.  While it is locked another user will not be able to make changes to the PO until or unless it is unlocked.  Certain operations will automatically lock POs, a locked PO is indicated by an asterisk (*).  The PO is unlocked with a second Alt-L.

Auto PO Creation	Revision: 6.80 04/29/99
Allows the user to transmit to Ingram if the PO Vendor is an "ingram" vendor as defined in the InsideLine Interface setup screen.

Auto PO Creation	Revision: 6.80 05/25/99
Added the ability to search on the DO number.

Auto PO Creation - Printout	Revision: 6.80 11/17/99
The DOs ship via information is now included.

Auto PO Creation for SO Parts Needed	Revision: 6.80 05/25/99
Changes were made to support multiple users in this function.

Receiving Product with Serial Numbers	Revision: 6.70 09/18/98
Added support for bar code scanning of serial numbers in the PO Receiving screen.  The scanner interface scanmap file can now be used to chop product codes out of scanned serial numbers.

Posting PO Receipts to A/P	Revision: 6.80 09/08/00
Changes were made to allow the changing of the "billto" vendor and to have a verify step of the "billto" vendor selected.

PO-DO Cross Reference Function	Revision: 6.80 07/26/00
Made changes to support assigning freight in costs to DOs.

PO-DO Cross Reference Function	Revision: 6.70 08/27/99
Added support for negative POs.

PO-DO Cross Reference Function - Auto Allocation to a DO	Revision: 6.80 12/21/98
Changed to allocate from a PO-DO reference without an order line item reference number.  The Purchasing Agent can now add a product to a PO before it is actually added to a DO and have the subsequent receiving hard allocate to that DO.

Order From/Bill To Vendors
Made it easier to understand and change PO vendors when you buy from one and pay another.  Available in Post POs to A/P also.

Ingram InsideLine Interface	Revision: 6.80 04/22/99
You can now use the Alt-I hot key to look up price and availability for a current line on a PO.

Added support for using multiple Ingram accounts.

Ingram InsideLine Interface	Revision: 6.80 02/03/00
Fields that do not affect the PO already transmitted to Ingram can now be edited.

Users now have the ability to cancel POs at Ingram.  This also means that you can fully edit a PO and retransmit it.

Outstanding Drop-ship POs Report	Revision: 6.80 01/28/00
This new report can be printed for DOs not on Credit Hold or for those on Credit Hold, or both.  It includes the PO's date, vendor and ETA date and the related DO number, date, customer name, status and ship via.


R.M.A.s

FIXES

RMA Reports	Revision: 6.70 08/12/98
Fixed problem with running two RMA reports in a row in multi-company installations.

CHANGES

User Defined Fields	Revision: 6.80 01/26/99
Added 6 user defined fields of type character and 6 of type numeric to the RMA header.  You can set them up in the RMA System Maintenance | Reinstall Parameters | Installation Screen 1.

New Search Field	Revision: 6.80 02/02/00
Added an option to search by the failure/error field.  This option must be turned on by a special parameter setting.


Reports

FIXES

Tax Report	Revision: 6.80 08/28/00
The Service Charges (Finance Charges) are no longer lumped together and reported with the first Tax Code on the Report.

Tax Report	Revision: 6.80 11/02/99
Fixed amount discounts on Service Manager Invoices are now handled properly by this Report.

Tax Report	Revision: 6.70  04/27/99
This report now properly includes Service Order Invoices when the Service Manager Option is being used.

Sales and Receipts Journal	Revision: 6.80 05/15/00
No longer get "Variable does not exist" errors because of any preexisting temporary index(s).

CHANGES

Gross Margin Reports	Revision: 6.70 12/11/97
This report can now show the PO-DO cost if the special parameter is set.

Consolidated Dealer Report	Revision: 6.80 04/21/99
Report now includes an option to include the cost and always shows the full Shipto Address with option to show the Billto or Shipto Name.

Sales Journal Report	Revision: 6.80 07/13/99
This report can now show the PO-DO cost if the special parameter is set.

Sales Journal Report	Revision: 6.70 11/12/98
Fixed problem which caused the report to show zero for the cost of all sales when running the report for G/L reconcile.

Sales Reports - Sales by Sales Rep	Revision: 6.80 09/09/99
Added the ability to show product department detail on this report.  Options include sorting by department first then customer and printing for a range of product departments.

Sales Reports	Revision: 6.70 03/23/98
This report can now show the PO-DO cost if the special parameter is set.

Sales Reports	Revision: 6.70 09/22/98
Added an option to show PO cost using PO-DO Cross Reference records.  If a related order number was entered on an order the related order number will be used to lookup the PO cost.  This allows an invoice that was credit memoed and then reentered to use the original cost since the new order will not have any PO-DO Cross Reference records.

Sales Reports	Revision: 6.70 09/22/98
Add third level of detail when by vendor or manufacturer.  Include sub-totals on customer.


Sales Rep

FIXES

None
CHANGES

Commissions Report for Closed Invoices	Revision: 6.70 09/22/98
Change to allow a choice of whether or not to show zero dollar invoices.

Commissions Report by Gross Margin	Revision: 6.70 12/11/97
This report can now show the PO-DO cost if the parameter is set.


Scanner Interface

FIXES

Scanner Exceptions Report	Revision: 6.80 05/10/99
The Exception Report did not allow for non-serialized receipts.  Always assume you were receiving only one item.

Scanner Exceptions Report	Revision: 6.80 03/17/99
Changed a warehouse mismatch to a level 1 exception.

Clarified the explanation of several Exceptions.

Fixed problem where display did not always position at the top of the list.

CHANGES

None


Serial Numbers

FIXES

None
CHANGES

Serial Number Entry	Revision: 6.70 09/18/98
Support for scanning barcodes whenever you have to enter serial numbers or when you are selecting them. This allows you to setup information about which characters to strip out of barcodes depending on the manufacturer.

System Setup	Revision: 6.70 09/18/98
Add option for bar code scanning setup when no scanner interface is present.

Receiving Part Numbers	Revision: 6.70 09/18/98
Added support for bar code scanning at PO Receiving.  The scanner interface scanmap file is used to chop product codes out of scanned serial numbers.


Service Manager

MODULES

Contracts

R.M.A.s

Service Orders

Service Reports


Service Orders

FIXES

Service Order Log	Revision: 6.80 01/18/99
Choosing compressed print now prints this report in compressed type.

Service Order Entry	Revision: 6.70 08/12/98
Fixed problem where if you picked from the contract list twice in a row you would get an error "Alias already in use: contype."

Uninvoiced Service Bills Report	Revision: 6.70 10/08/98
Fixed the problem which caused the report to erroneously display the first service order in the list.

CHANGES

Service Order Invoices	Revision: 6.80 12/16/99
Invoice was changed to show travel time, even if there is no charge for it.  This makes the printed invoice consistent with reports which might show a cost for an item even though there was no charge to the customer.

Service Order Dispatch	Revision: 6.70  08/12/98
Change to item serviced entry so that if either Warranty Labor (WL) or Warranty Parts (WP) is true, then a purchase date must be entered. This date is currently used only on the printed Service Order form.

Service Order Entry (for mail-order installation only)	Revision: 6.70 08/12/98
Capture payment information after a Service Order is entered using the standard Invoice Payment Screen.

Service Orders/Billing	Revision: 6.70 08/20/98
Added support for drop-ship PO's for Service Orders.  Don't allow the Service/Shipto location to be changed if there is a drop-ship PO.


Service Reports

FIXES

Corruption Detected Errors	Revision: 6.80 05/16/00
Solved the problem causing the "Corruption Detected" errors on the following reports:

-	Completed Service Calls By Technician

-	Service Calls By Customer

-	Service Call Summary Report

CHANGES

Service Manager Profitability Reports	Revision: 6.80 05/15/00
Added the ability to abort these reports while compiling the data for the report.


System Maintenance

FIXES

User Defined Tables	Revision: 6.80 02/15/00
Fixed the problem where the Alt-S to pop-up the Table wouldn't work if the variable name was longer than 10 characters.

Data Clearing	Revision: 6.80 03/27/00
Added files to the list that are cleared.  Now cleans the files that contain the Additional (Customer) PO data and DO Comments data.

Fresh Data for A/R	Revision: 6.80 07/27/99
Now includes the A/R Collection Report files.

CHANGES

Main Course Indexing Utility - MCIX	Revision: 6.80 07/22/99
Added Command Line Functionality.  This accomplishes three things:
1> You may now display a Help File
2> You can divide the indexing task between two workstations
3> You can create temporary indexes and tags

All are explained in the Help File.  To display the Help File use the /? parameter in the MCIX command line.

Change Cost on an Invoice	Revision: 6.80 08/17/00
Runs faster than before when using the Client Server version.

Moved this function to the System Setup menu.  Must be Supervisor.  Function is controlled by an Access Level setting.

System Setup	Revision: 6.80 04/02/99
When adding printers to the Queue list in Reinstall Parameters, the changes were saved, you just didn't see them until you left the screen and returned.

Reinstall Parameters	Revision: 6.80 1/09/99
Added Installation Screens for:

-	Default Hold Code for DO entry

-	Ingram InsideLine Interface

-	Techdata API Interface

Revised Screen 13 to allow selecting the new User Defined Invoice and Credit Memo forms.

Reinstall Parameters	Revision: 6.80 05/23/00
Revised Screen 7 to allow the PO-DO Costing Method.  Must also choose a Costing Method for inventory transactions not entered in a PO-DO Cross Reference.

Item Master Update	Revision: 6.70 07/23/98
You can now select the Product Master fields to be updated from the EC's files.

Special Parameters	Revision: 6.70 12/11/97
Added a special parameter to control the use of the PO-DO cost in the following:
-	Sales Journal Report
-	All Sales Reports
-	Gross Margin Reports (Report Generation menu and Sales Representative Commission Reports by Gross Margin)


Techdata API Interface

The following list describes the initial offering of the Techdata  API Interface:

Interface built in to all A.M.I. modules.  Wherever the product list is accessible you are able to view Techdata's real-time price and availability.

Transmit Purchase Orders to Techdata without reentering.  Create your POs normally through the Main Course, then select the transmit option.  POs are live with stock allocated by Techdata as soon as transmitted.

Select the Techdata warehouse from which you would like product to be shipped.

Back order processing controlled by the Main Course purchase order partial shipment field.

Drop shipments can be ordered through the interface.

One price covers the upgrade for all modules that you have installed.

If you have the Techdata API Interface, you can click on the following link to see the full help documentation.

If you do not have this interface you WILL get a Warning that there is no help file.

Help File