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PetroleumRx > Uncategorized  > A mention of hidden and unknown features

A mention of hidden and unknown features

I just got back from a few wonderful days in Seward, Alaska, where I had two full days of sessions with our client up there, Petro 49.  I don’t get to do this as often as I should, where I can sit with rotating groups of staff as we hash out major areas like marketing, credit, inventory, cardlock, and so forth.  Like most clients, even those running PRX for years, there turned out to be useful things they had no idea were available.  From my notes, here’s what fell into that category:

1) Gallon credit limits.  If the flag is not on, one has no idea a second credit limit field is on the R screen.  This is used when we want to limit the credit exposure to a few loads, or deliveries.  Most would use it to limit T&T loads to one or two before insisting on payment.  For them, it’s more about how many times a guy can refill his boat on credit before paying off something from before.

2) Using the EFT module as a dunning tool.  That has a mode to produce and email a document similar to the EFT advice, except it only generates for accounts with a past due balance, that are not on EFT, and that have an email on file where Invoice or Statement is marked ‘Y”.  The format of the notice is along the lines of “you are overdue; here’s a list of invoices; contact us if there is a problem”.

3) The exemption page on the Invoice Register.  Again, if the flag is off, there is no way to know it’s possible.  This page is used to provide feedback on how well your system is documenting, via unexpired certificates on file, why the exemptions you are giving are valid.

4) Blend adjustments.  They were doing a lot of blending in fake products to drive the cost up after transport to remote — well, it’s all remote up there — yet more remote locations.  Blend adjustments exist just for that, and simply allow a direct post to G/L to offset leaving the FIFO inventory higher than before.

5) SAP codes, or the alphanumeric vendor product codes.  They brought up the difficulty in entering price changes in their line of filters, yet we could have imported it had they been maintaining the vendors’ codes.  The Prodhead K screen was just something never explored or explained.

6) They reset pricing for a lot of accounts every week and thought the special pricing front screen was the place to do it.  They didn’t understand the Margins screen, and how that could be used to let one price expire and another to pick up, driven by dates.