activant solutions, inc. · quick pay, un-paid, and payment options ... other program changes ae /...

Activant Solutions, Inc.

Stanpak Version 8.x New Features and Benefits

This class is designed for…

Stanpak Application UsersSystem Administrators

Objectives

Review changes made in v8.xHelp you understand impact on processesHelp you decide how to best implementDiscuss availability

This course will NOT cover…

Basic application trainingDetailed technical information

Installation

Minimum System RequirementsQicWare 7.50 (or 7.50.35 if DOM installed)Stanpak version 6.01.17 or higherQICPCII 1.80.xxx or higher is recommended

Install OptionsBCBI History AlwaysCommit Special Order ItemsItem Number Change and Item MergeShipping Confirmation DisplayNon-Stock Item Special OrderPrint Tentative Delivery Tickets

More Installation Options

Install Options (continued)Inventory and Direct Purchasing AccountsInventory Adjustment G/L Organization and AccountCPA and SNP Export Salesman Web Order Entry and PDA Zero PricePurchasing ConfigurationPO Special Order ExtractUPS Worldship Password

Permissions changesSFE System File Editor

Fuel Surcharge Changes

New INSTALL OptionsOne Surcharge for all orders or Variable?

Default value Maximum amount to chargeCharge if OUR SALESMAN?Charge if BACKORDER?

If Variable ---Define Zones (up to 26)Assess by Order Size or Zip Code?Specify Ranges and Zone assignments based on order size or zip code

More Fuel Surcharge Changes

Customer Maintenance Field 33Can enter a Zone Code (A-Z)

Sales Tax MaintenanceCan tax fuel surcharges

DOM 8.01

NEW! 12 CPI unpriced portrait delivery slipsEasier reading/less squinting = fewer mistakes

DOM samples available on the Activant websiteLogin to distribution.activant.comSupport Documentation Stanpak 8.0 Documentation DOM_Samples.pdfORhttp://wdncustomer.activant.com/cws/support/docu/stanpak80/home.do

DOM 8.01 – Audit Report

Details whether printed, emailed, or faxedPrints at end of batch processingUse as a checklist to

Verify that all documents printed as expectedVerify which documents emailedVerify faxes were sent – compare to FAXMENU log

Turn on in DARM

DOM – SDM

Return e-mail addressesSingle company default or specify by programResolves spam problemValid e-mail address to reply toIdentify invalid e-mail addresses “Undeliverable:Delivery failure”

DOM – SDM

12 cpi fontControl over Tax ID printOE Acknowledgements are now supported

E-mailing also available without DOM

Fax controls for CSCM customer contacts or any fax number found

DOM – SDM

DOM

Additional – see New Features GuideSCO UNIX faxing now supported

FaxFx plain paper DOM invoices and customer statements

Adobe PDF invoice in RIX Signature print with POD Signature Capture“Print Name” line added to delivery documentAdditional 12 cpi to be developed

Contract Sales by Vendor (CSVI)

Now uses the contract unit of measureUsed to report only in stocking unitsNow uses UOM defined in contract maintenanceTranslation into pricing units no longer necessary

IP – Physical Inventory

All buying codes now includedUsed to include only A-D buying codesSome users assign other buying codes

G (Going to be replaced)R (Reorder only when a customer requests)

Tickler items now included in cycle counts

Changes to Order Review

OE no longer updates all “other” chargesMOC – Minimum Order Charge – separateFS – Fuel Surcharge – separateFRT – Freight – separateTAX – Tax – shown in total

OM – Order MaintenanceWill show all charges and the total

Branch Transfer System

No longer updates sales in NEWS, sales tax, or G/LNo longer posts to A/RBTAUDR shows how transfer affects the G/LG/L organization and accounts set up in INSTALLLast transfer dateTransfer costingSell = Cost + Mark Up set in CPP on orderCost = Sell on purchase orderQC completes branch transferGPI / GUI post to G/L

Branch Transfer System

IMS – Inventory Management SuiteIMSB – Branch master file of all items in all branchedIMSL – Branch master file listIMSC / IMSF – Item Cost and File comparisonIMSG – Branch Item update selectionIMSW – Branch Item update reportIMSU – Branch Item update

Pricing and Contracts

Pricing HierarchyIndividual Contract (same as group)Class ContractAll ContractPolicy Pricing (if always)BCBI Default PricePolicy Pricing (first time)Book Price (based on Install Settings)

Floating Contracts (using Item Cost Delta)(F)loat – Price based on BCBI price last timeZero Cost – Price based on BCBI profit margin

Can also have both a price and a cost contract for the same item

Multiple Costs for Items

Set up multiple list costs in IMField 54 – Vendor List CostsDefine Reference, List Cost, UOM, Discount %, Special (no update to Last Paid Cost)

Multiple Vendor source pricing in QE & QMPrompt for List option

QFW Worksheet optionsNew field labeled L (to select List options)

Accounts Receivable

KE / KJ use graphical user interface (GUI) KE / KJ batch processing by operatorQuick Pay, Un-paid, and Payment optionsDCM – User define discount codes Multiple discounts per invoiceKJHP – Cash Receipts Journal Reprint and PurgeRCHK – Customer Check List displayRCHR – Customer Charge Card Payment report

Other Program Changes

AE / AR additional remarksBM non-stock item vendor, cube, and weightBP BCBI purge for a range of customersIAGE option to use Available inventoryINC restart and new/old item testINM restartTool tips added to menu itemsJQUOTE – GUI VersionBRCQ Price Change LetterCustomer Service Exit and Home ButtonsCSCM Customer Service Contact MaintenanceRF Enhancements

Still More Program Changes

Can e-mail Order Acknowledgement without DOM if printer EM1 is set upRIX - Phone number, Last Payment Date, Order Total added to displayCustomizable pricing interval to display new pricing in INSTALL and in CSShip Date can be set for the next day you’re scheduled for the route – requires ORS settingsCan lock out fields in Order MaintenanceInventory/Pallet/Receiving Labels for Zebra label printers

Other Enhancements

UPS Worldship® freight for multiple packagesWRLDIMP markup optionBar Code Label PrintingJohnsonDiversey Changes

Utility Program Enhancements

FAXMENU – works for both FaxFX and FaximumWHOSON – new list box displayHELPME – launches WebEX sessions

Changes introduced in Release 8.03

Minimum Order Charge – taxableArchive Sales Tax Audit, Sales Tax Report CDM – Category Description Maintenance

Free form entry by userUse in QICLOOK inquiries

Order Entry – Review optionShows anticipated “other charges”Includes fuel surcharge, min order chargeTotal cost to the customer now available

Changes introduced in Release 8.03

New Contract programsCTRAUD – Contract Roll Up AuditCTRFUP – Contract Roll Up PreviewCTREV – Contract Review

CCGM – Group name can be changedICSM – Contract Sales Rpt Maintenance

Accommodates UOM changesTest for valid entries relative to customers, items, contracts and invoices

Changes introduced in Release 8.03

New file – O1C – Contract Sales Line Item Detail Data used in the contract review reportsSet for use with *QICLOOK

CSV – Contract Sales by VendorNew print options – Long/Short headersSome prompts reworded for clarity

Changes introduced in Release 8.03

OSM – Shipping MaintenanceRebuild option – All trucksVerify option – A single truck

OM – Order Maintenance – Specify a different customer number

Applies applicable fuel surcharge, minimum order charge, tax chargesRemoves orders from an existing truck – Will have to be reprocessed in OSM

Web Programs

Parent/Child RelationshipsMerging Ship-to locationsShip-to ConflictsSNP SalesForce NotificationSNPM SalesForce Notification MaintenanceWP Web Order log

PDA Price Book

NOTE: May change in new version being programmed for Microsoft NetSpecials/Promotions

ALL Contract pricingInclude upcoming specials or promotionsExclude specials or promotions due to expireExclude promotional pricing when sales for the special are close to expiration quantity

PDA

Category excludeExample: exclude machine repair business

Buying code and non-stock exclude Global in PDAX, by user in PDA Updater

Faster searchesTailor dataset to the individual

PDA

Last sale quantity, on-hand, committedEase of use improvementsCatalog sequence honoredPDA Order Entry

Accounts receivableNegative quantities for salesman pickupsLast Sell price

Availability

Current Release – 8.03.01Make your request on the Activant Website –Upgrade Center

Summary

Significant updates toINSTALLTaxing capabilitiesBranch TransferInventory Management SuiteContract prices and costsNew contract programsOSM – Shipping MaintenanceGUI KEWebOE v3

Update from 6.01.18 directly to 8.x

For More Information…

Stanpak Help FilesVisit Activant on the web: http://distribution.activant.com/

View Educational Services course offeringsBrowse Documentation

New Features Guide – 8.00, 8.01. 8.02, 8.03Document Output ManagementSDMDOM Samples“Fixes” documentOperators manuals updated for 8.08.02 Patch Installation InstructionsCash Receipts GUI

Search the Solutions databaseSubmit a Support case

For More Information…

E-mail Professional Services Salespss@activant.com