Copyright: Copyright © American Micro Innovations Inc


Accounts Payable

FIXES

Aging/Future Reports	Revision: 7.00 04/13/05
In multi-company mode if the first vendor in the list had no open invoices the first vendor on the report was incorrect.

Invoice G/L Account Entry Checkbook G/L Account Entry Recuring Payments G/L Account Entry	Revision: 7.00 08/05/05
Expanded the dollar amount field to match the system settings.  The default is 8 digits and 2 decimal places.  The maximum is 10 digits and 2 decimal places.

CHANGES

Vendor Records	Revision: 7.00 05/24/05
Expanded all phone fields to 20 characters to allow for entry of extensions.

Added fields for cell phone, other phone, website (150 characters) and e-mail address (100 characters).

Added 3 user defined fields (50 characters each).

Checkbook Report	Revision: 8.00 12/13/07
Added an option to the report to export to a dbf file (which can be read by Excel).

Added an option to the report to show only deposits, adjustments or checks or any combination.

Invoice Payment Entry	Revision: 8.00 12/13/07
The list of open invoices can now be sorted by most of the displayed columns.


Accounts Receivable

FIXES

Aging Report	Revision: 7.00 11/11/03
Expanded the PO number field to print the full 20 characters.  Fixed alignment of grand totals on multi-company version.

Credit Memo from Invoice	Revision: 7.00 04/01/04
Using the shipping amount from the invoice being creditted, not the original order.  This supports creating a credit memo for an invoice of a back order.

Credit Card Swipe	Revision: 7.00 03/30/05
Corrected formatting of data sent to ICVerify to ensure transactions are processed at the "Card Present" rate.

Credit Memo from Invoice	Revision: 7.02 05/30/05
Changed to use line numbers and check for invalid order numbers.  This prevents problems when there are two of the same product on an invoice and prevents too many serial numbers from being assigned to the credit memo.

Change Cost on an Invoice	Revision: 8.00 12/13/07
Fixed this option to change the date on account and commiss records so sales matches A/R.

CHANGES

Aging Report	Revision: 8.00 12/13/07
Added an option to the aging report to export to a dbf file.

Credit Card Processing	Revision: 7.00 05/21/02
Include zipcode and street address in the information passed to ICVerify to support new requirements.

Credit Card Processing	Revision: 7.00 08/29/02
Include tax amount and a reference number in the information passed to ICVerify to support users who are "Level II" processors.

Credit Card Processing	Revision: 7.00 03/24/04
Capture and pass to ICVerify a field for the CVV ID field.  (3 or 4 digit security code printed on a credit card)

Invoice Posting (Phone Sale Version)	Revision: 7.00 09/07/05
Add a back order hold code to be used when an order is invoiced but not filled. (09/26/03)

Allow for various credit card types by using a table of approved and declined hold codes for each card type.

Invoice Printing Credit Memo Printing	Revision: 7.00 04/26/05
Add support for printing user defined forms using the R&R report writer.  This supports graphics and printing to a PDF driver.

Entire A/R Module	Revision: 7.00 04/05/05
Capture user ID on all transactions (payments, deposits, credits, credit memos, etc.).


Contents

Main Course Changes/Fixes V6.80 to V8.00

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.

Revision 8.00 is the windows release.  This consists of one main executable (MCWC.EXE) and several DLL files for the optional modules.  The date for these modules refers to the File Release Date found on the version tab of the executable's properties.  The properties are accessed by right-clicking on the filename in Windows Explorer.

All changes listed here are included in V8.00.

Modules not listed have no fixes or changes.

MODULES

Accounts Payable

Accounts Receivable

Customers

EDI Customer

EDI Reports

D&H Interface

General Items

General Ledger

Ingram Insideline

Inventory

Label Printing

Order Entry

Point Of Sale

Purchase Order

Reports

Scanner Interface

Serial Numbers

Service Manager

Synnex Interface

System Maintenance

Techdata Interface


Contracts

FIXES

Contract Serial Number Entry	Revision: 7.00 03/04/04
In single warehouse mode you could not enter serial numbers of the covered items.

Contract Renewal	Revision: 7.00 02/03/04
Renewing a contract which ended on February 28th of a leap year would give incorrect start and end dates for the new contract.

Contract Renewal Report	Revision: 7.00 01/03/04
Report no longer aborts when start date is 01/01/01.

CHANGES

Invoice Printing	Revision: 7.00 02/15/05
Added support for using R&R for user defined invoice forms.


Customers

FIXES

Customer Screen	Revision: 7.10 08/10/05
Indicator for customer notes present is now consistently displayed.

CHANGES

Add/Modify Customers	Revision: 7.00 05/25/05
Split current access levels for add and modify customer addresses into 2 separate access levels for billto addresses and shipto addresses.

Customer Field Validation	Revision 7.00 11/13/03
Added two special parameters (one for billing and one for shipping addresses) to control validation of customer fields when choosing a customer for an order, etc.  This can be useful for example if you want to start capturing a new piece of data in a user field but don't want to go back to all existing customers and fill it in.  With this option set whenever you choose a customer and any field is not valid (based on user defined validations) you will be forced to enter a valid value.

Billto and Shipto Records	Revision: 8.00 12/13/07
Expanded all phone fields to 20 characters to allow for entry of extensions.

Added fields for cell phone, other phone, website (150 characters) and e-mail address (100 characters).


D&H Interface

CHANGES

Various Modules	Revision: 7.02 05/10/04
Added support for the D&H XML Interface.  Adds the sames features as with Techdata.


EDI Customer

FIXES

Functional Acknowledgement (997) Export	Revision: 7.00 09/10/03
Fixed date field test to allow for dates with the century digits.  This supports the newer EDI Spec. versions (3050 and 4010).

Purchase Order (850) Import	Revision: 7.00 10/23/03
Added 2 new PO Upload setup fields, "Link to original lines by (R)ef Num or (P)rod Cd" and "Keep original PO data after invoice sent" which set how the link to the original PO line items is done and whether or not to keep the original PO temporary files. The link Ref Num ensures that line numbers are preserved from the original customer PO data.  Prod Cd just uses the product code and is mainly used to be backward compatible with earlier versions.

CHANGES

Invoice (810) Import	Revision: 7.00 10/12/04
Made changes to allow the received invoices to be validated against Purchase Order receiving information and to update the posted flag for the receipt.


EDI Reports

CHANGES

867 Report	Revision: 8.00 12/13/07
Added an option to allow the billing address to be used in place of the shipping address.


General Items

FIXES

User Defined Tables	Revision: 7.00 12/07/04
User defined tables with fields whose total width exceeds the screen width will now display and edit properly.

CHANGES

"K to Keep" products	Revision: 7.00 02/02/04
The system will now treat products which are deleted from the product list as if they were "K to Keep" items for purposes of sales reports and G/L posting.

Printing	Revision: 8.00 12/13/07
Any installed windows printer is directly accessible from the program including devices such as faxes and plotters and the Acrobat Distiller (to create PDF files).

Navigation	Revision: 8.0012/13/07
The mouse can be used to select menu choices, highlight text to copy to the clipboard, scroll lists, select items in lists, and jump to any active field on an edit screen.


General Ledger

FIXES

Windows Version	Revision: 1.10 08/07/03
Profit centers maintenance is now included in the windows G/L.

You can now do a consolidated Balance Sheet or Income Statement in multi-company mode.

Journal Entries might sometimes allow an invalid account number to be entered.  This is no longer possible.

You can now add an account to a prior year as you could in the DOS version.

In the post A/R or A/P dialogs if you cleared the "Post Trial Run" checkbox the default posting date range would not be restored to the current period.

CHANGES

Windows Version	Revision: 1.10 08/07/03
Journal Entries screen now has edit options to copy and reverse the current entry.  The copied or reversed entry can be made to the current or a previous period.

Journal Entries screen now has a field for "Auto Reverse".  Checking this will cause the transaction to be automatically reversed in the newly opened period when the next period end closing is done.


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 Costing Calculation	Revision: 8.00 12/13/07
Changed costing so that when you reset and recost it doesn't reset transactions posted to the G/L.

Inventory costing now handles multiple transfers for the same product, quantity and date.  Previously they would all have the same cost.


Label Printing

CHANGES

Label Format Definition	Revision: 8.00 12/13/07
Updated the barcode printing to use the Wasp barcode printing DLL for windows.

Barcode parameters will have to be adjusted for any labels which print barcodes.

Added a new format parameter "Print on continuous forms?".  This should be set to Y for printing on lable printers which print on rolls of labels.


Order Entry

FIXES

Line Iem Entry	Revision: 7.00 05/11/04
Fixed "Data Width" error if you add a new line item when there is a line item with Ref Num 999.

CHANGES

Order Entry	Revision: 7.00 03/26/03
Added a new field "No Drop Ship" which prevents the automatic PO creation from creating a drop ship PO for an order.

Order Processing	Revision: 7.00 07/10/03
There is now an opitonal Tracking Number entry screen after order processing.  The tracking number table can be used on user-defined invoice forms and can be viewed or editted from the Order Review Screen.  Tracking numbers can also be entered after PO receiving and at the PO Review screen.

Picking Ticket Printing	Revision: 7.00 01/13/04
Print all picking tickets now skips orders on hold.

Added an option to print picking tickets that have been changed or not changed or both.

When printing unprinted picking tickets do not print picked picking tickets either.

Mark Order as Picked	Revision: 7.00 01/19/04
Using this option now sets the picked status based on the response to the question "Mark as picked?".  Previously it would never change an order to unpicked status.

Order Search	Revision: 7.00 08/11/05
Searching by PO numbers can now be a substring search.  That is the text can appear anywhere within the PO field rather than just at the start.  Type a space and then the string to do this type of search.  You must also choose a customer to search for a substring of the PO number.

Delivery OrderPrinting	Revision: 8.00 12/13/07
Delivery Order printing now supports R&R user defined forms.


Point Of Sale

FIXES

Batch Credit Card Processing	Revision: 6.90 01/01/03
Fixed problem where two workstations could run this process at the same time.

Added check of address verification code with user defined hold codes used based on response.

Added the tax amount to the data passed to ICVerify to support level II processors.

Batch Credit Card Processing	Revision: 7.01 04/24/03
Changed to pass CVV card ID code to ICVerify.

Batch Credit Card Processing	Revision: 7.02 07/06/04
Fix problems when the first order being processed is in use and the user chooses to abort (not wait for it to be free).

Invoice Payment Screen	Revision: 7.02 03/17/05
Adding additional tax at the payment screen and then aborting might cause the amount to be added multiple times.

Batch Credit Card Processing	Revision: 7.10 09/07/05
Added fields to the hold code table to allow processing of other hold codes besides WCC.  These fields indicate what hold code to use when a card is declined or accepted.

CHANGES

Invoicing	Revision: 7.02 09/27/04
Added support for using R&R to print user defined forms.

Batch Credit Card Processing	Revision: 7.02 11/19/04
Added an additional entry to the log for the case when a charge was approved but it wasn't enought to cover the inovice.

Order Header	Revision: 7.02 08/09/05
Display the related order number for POS return orders.

Review/Approve Held Orders	Revision: 7.10 08/10/05
Added an option to view the aging report for the  customer on the current order.

Changed to allow multiple users in this option.

Added an option to show only orders with an Action Required.

Changed to clear the hold code when entering a new one.

Allow scrolling through orders when using the E option to edit an order.

Added an option to view the notes for the customer on the current order.

Added an option to view the customer list from this opiton.

Line Items	Revision: 7.10 09/15/05
Allow cost field to be editted after Alt-X as in order entry.


Purchase Order

FIXES

PO Header	Revision: 7.10 11/15/05
The system didn't prompt for the vendor warehouse when in single-warehouse mode.

PO Header	Revision: 7.10 12/01/06
Changing the drop-ship address from the PO Header screen did not work at all.

CHANGES

Purchase Orders	Revision: 6.90 04/04/02
Added Synnex Interface

Purchase Orders	Revision: 7.00 09/06/02
Added optional tracking number edit from PO review screen.

Purchase Orders	Revision: 7.02 04/13/04
Added D&H Interface

Purchase Orders	Revision: 7.10 08/18/05
Changed to have 2 send options for Ingram orders.  If you Finalize it, Ingram's Sales Rep. will be alerted and will release the order.  Releasing works as before.  (The order is processed without any intervention by the Sales Rep.)

PO Creation	Revision: 7.10 08/08/06
Added support for "No drop-ship" field in order entry.  You cannot create a PO for an order that has that field set.  Also the system will not create a PO in the Auto PO generation if this field is set.

PO Creation from DO	Revision: 7.10 08/08/06
Added support for creating a drop-ship PO for multiple Delivery Orders if they are all shipping to the same address.

PO Printing	Revision: 7.10 08/17/06
Added support for R&R forms when printing user-defined PO forms.

PO Receiving	Revision: 8.00 12/13/07
Changed PO receiving to update inventory and receiving records after each PO instead of in a batch.

Added a process lock for working with POs. (To prevent 2 users from updating PO information at the same time.)

Changed the modify and receive functions to allow SUPERVISOR user to receive or modify filled purchase orders.  This allows corrections to be made to a PO if it is accidentally received for example.

Receipts Out of Period Report	Revision: 8.00 12/13/07
Added a summary by month to the report.


R.M.A.s

CHANGES

Company owned RMA	Revision: 8.00 12/13/07
Eliminated use of manufacturer database.  The vendor database is now used for RMAs instead.

Expanded the "Vnd Ref. #" field to match the size of the field on A/P invoices.

Added an option to post RMA credits to the A/P module as credit invoices.

RMA Collections Report	Revision: 8.00 12/13/07
Added a report similar to the A/R collections screen for tracking outstanding RMA credits.


Reports

FIXES

Inventory Aging	Revision: 7.02 07/15/05
Fixed problem where report might hang the program.

CHANGES

Product Allocation Report	Revision: 7.00 09/19/03
Added hold code to the report.

Open Orders Report	Revision: 7.10 08/31/05
Added options to show only back-ordered items (i.e. items with nothing left to ship will be excluded.) and/or only orders with back-order status (at least one line item has shipped).

Sales Journal by Profit Center	Revision: 7.10 10/10/05
Add options to show customer name, selected profit center, and subtotals by sales rep.

Inventory Aging	Revision: 7.10 05/31/06
Added filtering options for items that are committed/not committed and items that have demand/no demand.

Sales Journal	Revision: 8.00 12/13/07
Added an option to suppress splitting onto 2 pages across.

Changed the option with costs to find cost even if "change cost on an invoice" was used.


Scanner Interface

CHANGES

Symbol Phaser P370/470	Revision: 7.02 02/19/04
Added support for the Symbol Phaser P370 & 470 scanners.


Serial Numbers

FIXES

Serial Number Selection	Revision: 7.00 03/19/03
Fixed problems when in single-warehouse mode.

Serial Number Entry	Revision: 7.00 03/19/03
Fixed problems in Auto S/N allocation when the sytem is in multi-company mode.

CHANGES

Serial Number Entry	Revision: 7.00 03/19/03
Changed to auto-allocate S/Ns for POs allocated to more than one Delivery Order.


Service Manager

MODULES

Contracts

R.M.A.s

Service Orders

Service Reports


Service Orders

FIXES

Service Order Parts	Revision: 7.02 03/04/04
Fix for single-warehouse mode.  You could not enter serial numbers for parts needed/used.

CHANGES

Service Order Form	Revision: 7.00 03/25/04
Added support for printing user-defined forms.

Invoice Printing	Revision: 7.00 02/15/05
Added support for using R&R for user defined invoice forms.

Service Order Form	Revision: 8.00 12/13/07
Added setup option to provide default in-house/general comments text.


Service Reports

FIXES

SO Status Report	Revision: 6.80 06/23/03
Expanded SO and Contract number columns so the full 7 digits of the number are displayed.


Synnex Interface

CHANGES

Various Modules	Revision: 6.90 04/04/02
Added support for the Synnex XML Interface.  Adds the sames features as with Techdata.


System Maintenance

CHANGES

Reinstall Parameters	Revision: 7.00 09/25/03
Added hold code fields for:

-	POS Returns Order Statuses

-	Batch Invoicing Statuses

-	Back Orders in Phone Sale Version

Payment Methods Maintenance	Revision: 7.02 01/06/04
Added a field for an alternate credit card processing path.  This supports alternate processing programs besides ICVerify.  The Military Star Card and Bill Me Later are the two alternates that are currently supported.

Reinstall Parameters - User Forms	Revision: 7.02 09/30/04
Changed to allow different default forms for each company in multi-company mode.

User Defined Table Maintenance	Revision: 7.02 12/08/04
Changed so that only the key field is forced to uppercase.

Tax Codes Maintenance	Revision: 7.10 07/13/05
Added tax rate column to support optional ability to set the tax rate on orders based on the tax code instead of independently.

Hold Code Maintenance	Revision: 7.10 09/07/05
Added fields for declined and approved hold codes.  If an order's credit card is processed and the hold code record has these fields filled in then the new hold code will be set from these fields.


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