Changes to Inventory Value Report
We've made two changes to the Inventory Value Report: First, we've changed the style of the setup. The old method was typical of how reports in PDS were all once written, where we ask one question, then another, then another, and so on until we finally...
Volume Suppression with Pack Code
Most users face the issue that some of the things that appear on invoices as "products sold", really should not count toward total volume when analyzing sales. We've allowed one means of exception, via the Product Category. A PCAT (or subPCAT) can be marked to...
Vendor Contacts screen
Vendor Maintenance now has a (C)ontacts option, leading to a new screen where unlimited emails, faxes, and phones, along with contact names, can be stored. ...
Canadian Postal Codes
As part of our move into Canada the zip code file has been changed to record Canadian style postal codes. The zip field is a ten byte alpha field, so one could always enter such a code, but previously, if the entry wasn't a number,...
Security available on Customer Billing Address
A client has asked for a single security setting that applies to the modification of all the Billing Address fields on the Main screen of Customer Maintenance. Credit staff were having issues where certain other staff members were editing accounts with intent to update changing...
Mass purge of entire Invoice Registers
We're testing changes to the Invoice Purge, where we've added an option to cycle through an entire Invoice Register sub-queue, purging every invoice found. Nobody has run it live yet, but if you encounter a situation where you have to purge off a queue's worth...
Mass move of next month invoice queues at month end
Next month invoices have their own queue, from which they can be brought into the current Invoice Register batch once the month has advanced (assuming one is not yet running Next Month A/R). A client has asked that instead of having these moved as registers...
Seeing open credits at a glance
A small change was made to the A/R displays at 1, 13, 99, 14 (and 15), an option to isolate on Credit Memo type A/R. The issue came up from a client trying to manage unapplied cash, noting that the report run from 1, 13,...
Some enhancements to freight bills of lading – Misc items
First, note that clients use two methods to post freight bills of lading to A/P. In one, the freight vendor and rate is captured in Receipts to Stock in the same entry where a product bill of lading is entered. In the other, a freight...
Footnote style site legends on cardlock invoice
Most cardlock invoices have about 10-14 bytes reserved in the detail line to describe the site. With short site codes, that leaves room to display a site code, like "AV8" or "1201", and a bit of description, like "SACRAM". Down at the bottom of the...