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MomentumPro® V3.1 SP5 Patch 01 Release Notes
Information in this document is subject to change without notice. Companies, names
and data used in examples herein are fictitious unless otherwise noted. No part of this
document may be reproduced or transmitted in any form or by any means, electronic
or mechanical, for any purpose, without the express written permission of Markinson
Technologies Pty Ltd.
© 2018 Markinson Technologies Pty Ltd. All Rights Reserved.
® MomentumPro is a registered trademark of Markinson Technologies Pty Ltd.
CONTACT MARKINSON BUSINESS SOFTWARE SOLUTIONS
Telephone: 1300 137 729
Email: support.momentumpro@markinson.com.au
Internet: www.markinson.com.au
momentumpro © 2014 Markinson Technologies Contents iii
Contents
1. Welcome to MomentumPro Enterprise V3.1 ............................................... 6
1.1 Prerequisites ......................................................................................... 6
1.2 Documentation Conventions ................................................................... 7
1.3 Minimum Product Requirements .............................................................. 8
1.3.1 Technical Specifications ............................................................... 8
1.4 Platform ............................................................................................... 8
1.5 Operating Systems ................................................................................ 8
1.5.1 Client ........................................................................................ 8
1.5.2 Application Server ....................................................................... 9
1.5.3 Database Server ......................................................................... 9
1.6 Remote Support .................................................................................... 9
1.7 Email Interface ................................................................................... 10
1.8 Network requirements .......................................................................... 10
1.9 Electronic Document Management ......................................................... 10
2. New Features in this release ................................................................... 12
2.1 Currency field expansion (Stage 2) ........................................................ 12
2.2 Product Pareto Classification by warehouse ............................................. 13
2.2.1 Maintenance and Inquiry of warehouse specific Pareto classes ........ 13
2.2.2 Automatic Inventory Ranking ..................................................... 14
2.2.3 Product filtering by Pareto Class .................................................. 15
2.2.3.1 Bulk Maintenance ................................................................. 15
2.2.3.2 Operational programs. ........................................................... 15
2.2.3.3 Reports and Exports .............................................................. 16
2.2.4 Product Import ......................................................................... 16
2.2.4.1 Inventory Detail record format ............................................... 16
2.3 Bulk Load/Update of Program Access ..................................................... 19
2.3.1 Access Security Import .............................................................. 19
2.3.1.1 Access Security Import – CSV data format ............................... 19
2.3.2 Example CSV Access Security Data ............................................. 20
2.3.3 Access Security Maintenance ...................................................... 20
2.3.4 Access Security Export............................................................... 26
2.3.4.1 Access security export data format ......................................... 27
3. Issues Resolved in this release ............................................................... 28
3.1 Accounts Payable ................................................................................ 28
3.1.1 Supplier Invoice Inquiry – Freight Amount not displayed ................ 28
momentumpro © 2014 Markinson Technologies Contents iv
3.1.2 Creditors Management Report excluding transactions .................... 28
3.1.3 Error matching a GRN line to a Supplier Invoice ............................ 28
3.2 Accounts Receivable ............................................................................ 29
3.2.1 Customer Inquiry Movements option slow .................................... 29
3.2.2 Total incorrect in Sales Analysis by Group .................................. 29
3.3 Administration .................................................................................... 30
3.3.1 Batch tasks rescheduled for wrong day ....................................... 30
3.4 Banking ............................................................................................. 31
3.4.1 Statement Date for bank account not updated ............................. 31
3.5 E-Gateway .......................................................................................... 32
3.5.1 Failed Supplier Invoice Import file incorrectly archived................... 32
3.6 Importing ........................................................................................... 33
3.6.1 Entered Quantity not refreshed in Import Shipment Receipts ......... 33
3.6.2 Session crashes when creating an A/P Sundry Credit Note ............ 33
3.7 Internal Distribution............................................................................. 34
3.7.1 Security applied incorrectly for Local shipment freight supplier ....... 34
3.8 Inventory ........................................................................................... 35
3.8.1 Supplier Product unable to be deleted via Product Import .............. 35
3.9 MomentumPro Integration .................................................................... 36
3.9.1 AddSalesOrderA API – Delivery sales ID not loaded ....................... 36
3.9.2 Original sell price not recorded in AddSaleLine API ....................... 36
3.10 Pricing ............................................................................................... 37
3.10.1 Price Schedules by Product – Screen Highlight Issue ..................... 37
3.11 Production .......................................................................................... 38
3.11.1 Productions Orders - Sundry Products Costed Incorrectly ............... 38
3.12 Sales Processing.................................................................................. 39
3.12.1 Sales Processing – Line Detail Screen Display Issue ...................... 39
3.12.2 Error when selecting S/Order option of Customer Quote Inquiry ..... 39
3.12.3 Invoices with sundry products in update error .............................. 39
3.12.4 No notification or event log for order commitment process failure ... 39
3.13 Service .............................................................................................. 41
3.13.1 Outstanding Order Balance incorrectly updated ............................. 41
3.13.2 Diary Option Slow in Service Orders .......................................... 41
3.13.3 Service order completion allowed with non-charged issues ............. 41
3.14 Warehousing ....................................................................................... 42
3.14.1 Stocktake Count Entry displays incorrect Count Totals ................... 42
3.14.2 Stocktakes that are set to “In Progress” can be deleted ................. 42
4. Database Schema Changes in this Release .............................................. 43
4.1 What you need to know........................................................................ 43
momentumpro © 2014 Markinson Technologies Contents v
4.2 Database Schema introduction .............................................................. 43
4.3 Changes to the live database ................................................................ 44
4.4 Changes to the markin Database ........................................................... 45
momentumpro Welcome to MomentumPro Enterprise V3.1 6
1. Welcome to MomentumPro Enterprise V3.1
Welcome to the Release Notes for MomentumPro® Enterprise V3.1.
These release notes feature the following sections outlining the requirements for running the
system, enhancements and bug fixes implemented in this release of the product:
Welcome
This section outlines the prerequisites, documentation conventions and system
requirements for MomentumPro® V3.1.
New Features in this release
This section describes any new or enhanced features released in V3.1 Service Pack 5
Patch 01 (7.05.01).
Issues Resolved in this release
This section describes issues identified in MomentumPro® that have been resolved in
the patch.
Database Schema changes in this release
This section describes updates to the Database Schema and any new changes
released in V3.1 Service Pack 5 Patch 01 (7.05.01).
1.1 Prerequisites
In order to install and utilise MomentumPro® V3.1, please ensure that the following
mandatory prerequisites are met:
Review Product Licence and Licence Agreement
Ensure that you have a valid product licence for your installation and you are familiar with
the MomentumPro® Licence Agreement. Licence details and the MomentumPro Licence
Agreement may be updated periodically and must be reviewed following installation of
each patch update. The licence details and a current copy of the Licence Agreement are
recorded to the MomentumPro® database.
To view your licence details, launch your MomentumPro® Desktop, click on the Help
menu and select the About option to display the About MomentumPro screen. The
Licence Agreement may also be viewed via the Licence button on this screen.
Review the MomentumPro® Technical Specifications
Ensure that the current MomentumPro® Technical Specifications for V3.1 have been
reviewed and the appropriate steps taken to prepare your install environment.
MomentumPro® Installation Checklist Completed
Ensure that the current Installation Checklist for MomentumPro® V3.1 has been
completed prior to attempting patch update installation.
momentumpro Welcome to MomentumPro Enterprise V3.1 7
1.2 Documentation Conventions
The following conventions are used in this documentation:
FEATURE CONVENTION
Module or Function Title All indicated within the content of this document using
BOLD CAPITALISED text.
Example:
Maintaining Settings in the SUPPLIER
MAINTENANCE module.
Screen or Window Title All indicated within the content of this document using
Bold Italic text.
Example:
Select the supplier from the Supplier type dialog.
Buttons, Drop-down Lists, Radio Buttons,
Fields and Keyboard Keys
All indicated within the content of this document using
Bold text.
Example:
Press Ctrl+P on your keyboard then click on the OK
button.
momentumpro Welcome to MomentumPro Enterprise V3.1 8
1.3 Minimum Product Requirements
Configuration of your MomentumPro® system is dependant upon your existing or proposed
infrastructure, number of users and whether the system will be hosted from a local base, or
installed as part of a distributed system (client/server delivering a thin client solution).
Markinson highly recommends consulting a certified professional regarding these
specifications prior to configuring a server for your MomentumPro® solution.
Note
The following specifications are guidelines only and are subject to change without notice.
The base requirements for the install and implementation of MomentumPro® are outlined
below.
1.3.1 Technical Specifications
Technical Specifications have been produced to cater for the numerous install options and
environments upon which a MomentumPro® system may be installed, rather than being
incorporated in each set of release notes and installation guides.
The Markinson Support web site (http://support.markinson.com.au) features product
support documentation including Technical Specifications for all product versions.
1.4 Platform
The following runtime packages are required for MomentumPro® Enterprise V3.1 (SP5):
Progress OpenEdge 11.7 RDBMS
Progress OpenEdge 11.7 ABL
Java 1.8.0 (Provided with OpenEdge 11.7)
Microsoft .NET 4.0
1.5 Operating Systems
Operating systems required to run MomentumPro® Enterprise V3.1 (SP5) are outlined
below.
1.5.1 Client
The MomentumPro® Enterprise Client requires a supported Microsoft Windows PC, Windows
Terminal Server or Server image with .NET 4.0 or later installed. The following Windows PC
and server platforms are supported by MomentumPro® Enterprise V3.1 (SP5) with
OpenEdge 11.7 (32-bit client):
Windows 10
Windows 8.1
Windows 8
Windows 7
Windows Server 2012 R2
Windows Server 2012
Windows Server 2008 R2
momentumpro Welcome to MomentumPro Enterprise V3.1 9
1.5.2 Application Server
The MomentumPro® Application Servers require a Microsoft Windows Server or Server
image supporting OpenEdge 11.7 Enterprise Application Server. For MomentumPro®
Enterprise implementations with a user count exceeding 25 users a dedicated server is
required. For user counts less than 50 users the application server and database server
may be consolidated to a single dedicated server installation. The following Windows Server
platforms are supported by MomentumPro® Enterprise V3.1 (SP5) and OpenEdge 11.7 (64-
bit and 32-bit):
Windows Server 2016 (64-bit only)
Windows Server 2012 R2
Windows Server 2012
Windows Server 2008 R2
1.5.3 Database Server
A dedicated database server is required for MomentumPro® Enterprise implementations with
a user count exceeding 50 users. The following database server platforms are supported by
MomentumPro® Enterprise V3.1 (SP5) and OpenEdge 11.7 (64-bit):
HP
o HPUX 11i v3
Microsoft
o Windows Server 2016
o Windows Server 2012 R2
o Windows Server 2012
o Windows Server 2008 R2
Sun
o Solaris (Versions: 10 & 11)
IBM
o AIX (Versions: 6.1 & 7.1)
Linux
o SUSE Enterprise Server (Version: 11 SP3)
o SUSE (Version: 12)
o CentOS (Versions: 6.6 - 7.4)
o Red Hat (Versions: 6.6 – 7.4)
o Oracle Linux (Versions: 6.6 – 7.4)
o Ubuntu (Version: 16.04 LTS)
1.6 Remote Support
For remote support purposes, Markinson Support Services requires the following:
Broadband Internet access via a secure port on the firewall.
Remote Desktop or Citrix Terminal Services access
FTP access for file transfer
Access is required to all MomentumPro servers
momentumpro Welcome to MomentumPro Enterprise V3.1 10
1.7 Email Interface
Access is required from the MomentumPro Application Server to a SMTP Mail Server for
system generated email notifications. Outbound SMTP Authentication restrictions on the
SMTP mail server are not supported. For mail servers requiring SMTP Authentication an
SMTP Relay server is required.
1.8 Network requirements
LAN
A LAN speed of 100 Mbps (100baseT) or better utilising TCP/IP Network Protocol is required
for effective communications between the MomentumPro servers and the MomentumPro
client installations.
WAN
A Remote Desktop or Citrix Terminal server is required for users remotely accessing the
MomentumPro Client.
1.9 Electronic Document Management
To fully support printing, faxing and emailing of documents (e.g. Customer Invoices,
Customer Statements and Supplier Purchase Orders etc.) MomentumPro® Enterprise V3.1
(SP4) requires integration with a Document Management solution:
The following Document Management products are currently supported.
BottomLine Transform 5.x (preferred solution)
Optio Transform Integration Sever - OTIS 8.0
Optio eComintegrate 7.7 (Legacy support)
o Requires Windows Server 2003 – 32bit
Aia ITP (Legacy support)
A separate Windows server is recommended for the Document Management Host server.
Specific server requirements are dependent upon the DM product implementation.
Support for faxing of documents requires implementation of a faxing solution. The following
solutions are currently supported.
For BottomLine Transform and OTIS 8.0:
o Bottomline Fax
o Internet Faxing solution
Please contact Markinson to discuss specific solutions
For Optio eComintegrate:
o OptioFax (Legacy support)
Requires Windows Server 2003 – 32bit
o Internet Faxing solution
Please contact Markinson to discuss specific solutions
For Aia ITP
o Windows Fax (Legacy support)
o Internet Faxing solution
Please contact Markinson to discuss specific solutions
momentumpro Welcome to MomentumPro Enterprise V3.1 11
Fax hardware (not required for Internet Faxing solution)
Brooktrout fax router (preferred for OptioFax)
Multi-Tech Class 2 fax modem (preferred for BottomLine Fax)
o Please contact Markinson for specific device requirements
Class 2 Serial fax modem
o Note: Use of a non-preferred fax modem will be subject to customer testing
and verification.
Printer hardware
The supported printers are dependent upon the specific Document Management host
solution installed.
The Optio eComintegrate 7.7 and OTIS 8.0 products have limited printer support.
Printers providing Postscript or PCL5e (plus TrueType Arial font) capability are
recommended. PCL6 printers are not supported by these products.
Document emailing
Access to an SMTP internet mail server is required from the Document Management
host server
momentumpro New Features in this release 12
2. New Features in this release
This section details the updates or enhancements to MomentumPro® implemented in patch
release 7.05.01 of MomentumPro® V3.1.
2.1 Currency field expansion (Stage 2)
The second stage of development to implement support for recording of low value currency
amounts in MomentumPro® has been completed in this release. Increased field sizes allow
MomentumPro to enter, display and operate using low value currencies such as the Thai
Baht and Philippine Piso.
Currency fields on screens throughout MomentumPro® have been modified to support entry
and display of currency amounts up to 999,999,999,999.99 for unit values and
99,999,999,999,999.99 for document totals. Default screen sizes and screen layouts have
also been altered where necessary to accommodate the larger field sizes.
As noted above, the increased field sizes now support entry and display of low value
currency amounts on all MomentumPro screens. Field sizes for MomentumPro reports and
standard MomentumPro document layouts however have not yet been updated. Any
currency amounts recorded in MomentumPro utilising the increased currency field sizes will
result in field size errors on the standard report outputs.
Development is planned for future MomentumPro® releases to provide reporting capability
for the extended currency values.
Note: Any changes required to customised documents or reports to accommodate the
increased field sizes may be requested via the Markinson Professional Services team.
momentumpro New Features in this release 13
2.2 Product Pareto Classification by warehouse
New functionality has been implemented for products allowing product Pareto classifications
to be assigned and maintained by warehouse entity. Pareto classifications may now
optionally be assigned to a product for each warehouse entity.
If a class is assigned to a product for a specific warehouse the warehouse class will be used
in place of the product class when performing operations for the warehouse. If a specific
warehouse class is not assigned the Pareto class assigned to the product record will be used.
2.2.1 Maintenance and Inquiry of warehouse specific Pareto classes
The warehouse Pareto class can be updated for individual warehouses by selecting the
Reorder option on the Product Details By Warehouse screen following drilldown on a
specific warehouse from Details by W/H screen in the PRODUCT MAINTENANCE
program. The warehouse specific classes may also be maintained for a product via the same
function in the PRODUCT DETAILS BY WAREHOUSE program.
The warehouse Pareto class field can be viewed on the Inventory Inquiry Reorder
Details screen in the INVENTORY INQUIRY program via drilldown of a warehouse on the
Reorder – Settings by W/H option.
momentumpro New Features in this release 14
2.2.2 Automatic Inventory Ranking
The AUTOMATIC INVENTORY RANKING program has been updated to provide ability to
set the specific warehouse Pareto classes. If a warehouse entity is selected in the
Warehouse field on the View Selection page the Inventory pareto class option will be
automatically defaulted in the Update to field on the Target field to Update wizard page.
When the ranking function is performed with this option selected the warehouse specific
classes will be updated to the products for the selected warehouse entity.
momentumpro New Features in this release 15
2.2.3 Product filtering by Pareto Class
2.2.3.1 Bulk Maintenance
The following bulk update programs have been enhanced to utilise the warehouse Pareto
classes when filtering products for updates processed with a specific warehouse selected.
When a specific warehouse is chosen for an update operation and a Pareto class is selected
in the product filter criteria any warehouse specific Pareto classes assigned to the products
will be used when filtering the products to be updated.
SET REORDER PARAMETERS IN BULK
AUTOMATIC PRICE UPDATE
SET PRODUCT DETAILS IN BULK
ASSIGN BARCODES IN BULK
CALCULATE REORDER PARAMETERS
SET PRICING PARAMETERS IN BULK
2.2.3.2 Operational programs.
The following operational processing programs have been updated to implement product
filtering utilising the warehouse Pareto classes when applicable. If a Pareto class is assigned
in the product filter criteria and a specific warehouse is selected, any Pareto classes defined
for the warehouse will be used when filtering the products. Similarly when performing
operations where a Distribution network is selected the Pareto classes defined against the
products for the main/distribution warehouse will be used.
CUSTOMER BACKORDER PROCESSING
CUSTOMER BACKORDER RUNS
PRODUCTION ORDER PROCESSING
PRODUCTION ORDER RUN
PURCHASE ORDER PROCESSING
momentumpro New Features in this release 16
PURCHASE ORDER RUN
PUT AWAY PROCESSING
2.2.3.3 Reports and Exports
As described above for the bulk update and operational programs the reports and data
export programs throughout MomentumPro have been updated to implement product
filtering utilising the warehouse Pareto classes where applicable.
In addition to the product filtering reports and exports have been updated to use warehouse
specific Pareto classes when generating report output including product Pareto classes.
Warehouse Pareto classes will be displayed on the relevant reports whenever the report
content relates product details for a specific warehouse. If the report output represents
consolidated details for multiple warehouses or non-warehouse specific content is displayed
the Pareto classes from the product master records will be used.
2.2.4 Product Import
The PRODUCT IMPORT program has been updated to include ability to assign and update
the warehouse specific Pareto classes.
2.2.4.1 Inventory Detail record format
The Inventory Detail record (Record type – Inventory) format has been updated to provide
a new ParetoClass field allowing the Pareto class for an inventory record to be assigned.
Inventory Detail (Record type – Inventory)
CSV COLUMN LABEL DESCRIPTION COMMENT
RecordType Record type
§
Type Inventory required
for all inventory detail records
RecordAction ‘A’ – Add or Amend,
‘D’ – Delete
If a RecordAction is not
specified, ‘A’ will be assumed.
ProductCode Product code
§
ProductGroup Product group code
§
Inventory-Warehouse Inventory detail
warehouse §
Inventory-SalesStatus Sales Status
(Standard, Kitting,
Not To Be Sold)
If SalesStatus is not
specified, ‘Standard’ will be
assumed.
Inventory-KitStatus Kit Status (Sell As Kit,
Sell As Components, Prompt When Used)
KitStatus will be ignored if
SalesStatus is not ‘Kitting’.
If KitStatus is not specified
‘Sell As Kit’ type will be assumed.
Inventory-MinimumSellQuantity Minimum sell quantity
Inventory-SalesAuditCode Sales Audit Code
momentumpro New Features in this release 17
CSV COLUMN LABEL DESCRIPTION COMMENT
Inventory-BasePrice Warehouse Base Price BasePrice will be ignored if
Separate warehouse pricing
is not enabled for the
warehouse.
Inventory-RetailPrice Warehouse Retail
Price
RetailPrice will be ignored if
Separate warehouse pricing
is not enabled for the warehouse.
Inventory-ProductPriceCode Warehouse Price Code
Inventory-ReorderStatus Reorder Status
(Standard,
Production Order,
Do Not Reorder)
If ReorderStatus is not
specified, ‘Standard’ will be assumed.
Inventory-PurchasingRestriction Purchasing Restriction
(Any Supplier,
Internal Suppliers
Only,
Main Supplier Only, Listed Suppliers Only)
If PurchasingRestriction is
not specified, ‘Any Supplier’ will be assumed.
Inventory-ReorderStrategy Reorder Strategy (
24 Mths Avg Sales,
24 Mths Conditional,
12 Mths Avg Sales,
12 Mths Conditional,
6 Mths Avg Sales,
6 Mths Conditional,
3 Mths Avg Sales,
3 Mths Conditional,
12 Mths Weighted
Avg,
12 Mth Wedighted
Cond,
Low Volume,
Firm Orders Only,
Seasonal,
Reverse Weighted
Avg,
Rev Weighted Cond)
If ReorderStrategy is not
specified, the configured default will be assumed.
Inventory-MaximumHolding Maximum holding
quantity
Inventory-ReorderPoint Reorder point
quantity or days
Inventory-SafetyStock Safety stock quantity
Inventory-MinimumOrderQuantity Minimum order quantity
Inventory-BuyMultiples Buy multiple quantity
Inventory-StockCover Stock cover days
Inventory-FutureTrend Future trend
percentage
momentumpro New Features in this release 18
CSV COLUMN LABEL DESCRIPTION COMMENT
Inventory-ReviewPeriod Review period days
Inventory-OverrideForecast Override forecast
quantity
Inventory-ClearOverrideForecast Clear and disable the
override forecast quantity
Yes or No
Inventory-OrderLeadTime Production order lead
time days
OrderLeadTime will be
ignored if reorder status is
not ‘Production order’.
Inventory-BuildTime Production order build
time days
BuildTime will be ignored if
reorder status is not ‘Production order’.
Inventory-ProductionPrinter Production printer ProductionPrinter will be
ignored if reorder status is not ‘Production order’.
Inventory-ParetoClass Warehouse Pareto
classification (A –
Z)
Inventory-LastCost Last purchase cost
Inventory-LastOriginalCost Last purchase cost in
original currency
Inventory-LastCostCurrency Last purchase cost
currency code
§ - Denotes mandatory column required for all inventory detail records
Unless otherwise noted above, the field types, size limitations and validation requirements
for the fields of the inventory detail record correspond with the equivalent fields in the
Product Details by Warehouse screens of the PRODUCT MAINTENANCE program.
momentumpro New Features in this release 19
2.3 Bulk Load/Update of Program Access
2.3.1 Access Security Import
A new ACCESS SECURITY IMPORT program has been implemented providing ability to
import access security details from a Comma Separated Values (CSV) data file. The import
program allows access details for programs, program folders and program options to be
updated for one or more MomentumPro security policies.
The CSV data format requires data columns to be provided according to the data format
described below. The order of the columns in the data file is not important, however each
column must be identified with a column header and the headers for all columns containing
data to be imported must be provided exactly as shown in the CSV Column Label column
of the data format table below. For convenience additional columns may be included in the
data file containing reference details etc. Any column with an unrecognised header will be
automatically ignored by the import.
During processing of the data import file the access security data will undergo three stages
of validation and processing.
The first stage of validation will verify the data format ensuring the basic data file
structure and content is correct. If the data file fails the first stage validation the
entire file will be rejected.
The second stage of validation will apply rules equivalent to the validation that would
occur if the access security data was created, deleted or maintained manually (e.g.
ensure that the item/program ID and access mode are valid). Any records that fail
during this stage will be flagged and will not be processed. The import program will
provide two options for processing in this situation.
Option 1: The import program will log details of the failures and will continue
processing to stage 3 below.
Option 2: The program will log details of the failures and will not proceed to stage 3.
During the third stage all valid records will be processed. Any processing errors for
individual access security data records occurring during this stage will be recorded to
the import log. Processing will continue until all valid records have been processed.
The validation log report will be generated for all data imports. The log report will contain
details of any validation errors occurring during the import process. Each log entry will
describe the validation error that occurred and will reference the relevant line number in the
import data file. The log report will also contain a summary of the records processed by the
import operation.
2.3.1.1 Access Security Import – CSV data format
The first row of the data file must contain the header labels identifying each column. The
individual labels for each column must be recorded in the header exactly as shown in the
data format table below. The columns in the data file may be provided in any order and with
the exception of the mandatory columns, the data file must include only the fields you wish
to assign or update.
Access Security Import data format CSV COLUMN
LABEL DESCRIPTION COMMENTS
RecordAction ‘A’ – Add or Amend
‘D’ - Delete
If a RecordAction is not specified, ‘A’
will be assumed.
SecurityPolicy Security policy code
§
Type Item type
§
(Program, Option, Work Groups Folder
or Modules Folder)
Program Program name/description
§ e.g. Customer Inquiry
momentumpro New Features in this release 20
CSV COLUMN
LABEL DESCRIPTION COMMENTS
Detail Option or Folder name
§§
Access
‘Full Access’
‘No Access’
‘Default’
§§§
‘Default’ access is valid for Program,
Work Groups Folder and Modules
Folder types only.
§ - Denotes mandatory column required for all Access Security records
§§ - Denotes mandatory column required for Program Options or Folder items only
§§§ - Denotes mandatory column required for RecordAction ‘A’ – Add or Amend records only
2.3.2 Example CSV Access Security Data
RecordAction,SecurityPolicy,Type,Program,Detail,Access
A,A1,Program,Customer Maintenance,,No Access
A,A1,Program,Credit Arrangement Maintenance,,No Access
A,A1,Program,A/R Credit Control in Bulk,,No Access
A,A1,Program,Set Customer Details in Bulk,,No Access
A,A1,Program,Credit Control,,No Access
A,A1,Program,Debtors Period Rollover,,No Access
A,A1,Program,A/R System Configuration,,No Access
D,A1,Program,Credit Notes,,
A,A1,Program,A/R Diagnostics,,Default
A,A1,Modules Folder,,Accounts Receivable - Maintenance,No Access
A,A1,Option,Billing Contract Maintenance,Billing Contract - Customers,No Access
In the example above:
The first row in the data is a Header/Labels row. This row identifies the content of
each column of data in the CSV file.
Rows 2 – 8 are defined to Add or Amend access security for the specified items. ‘No
Access’ will be assigned to the ‘A1’ security policy for each of these items.
Row 9 is defined to delete the access security from the ‘A1’ policy for the ‘Credit
Notes’ program item. Following the access security delete operation the item in the
policy will revert to the default access mode (i.e. ‘Default(No Access)’ or ‘Default(Full
Access)’) for the ‘A1’ policy.
Row 10 has is defined with an Add or Amend action however the Access column is
defined as ‘Default’. The ‘A/R Diagnostics’ program will therefore be reset to the
Default access in the security policy in the same manner as would occur for the
delete operation specified for row 9.
Row 11 will assign ‘No Access’ in the ‘A1’ policy for the ‘Accounts Receivable –
Maintenance’ ‘Modules Folder’
Row 12 will assign ‘No Access’ in the ‘A1’ policy for the ‘Billing Contract - Customers’
option in the ‘Billing Contract Maintenance’ program
2.3.3 Access Security Maintenance
A new ACCESS SECURITY MAINTENANCE program has been added to the MomentumPro
administration menu. The new program provides ability to maintain access for programs,
program folders and program options against specific security policies. The new
maintenance program includes the following features:
Copy access security details from another policy.
Assign access security to individual programs or program options.
Select multiple programs and/or options for a policy to assign access security.
momentumpro New Features in this release 21
Reset/remove previously assigned access security for one or more selected
programs, menu folders and/or options in a policy.
Following selection of a valid security policy from the main screen of the ACCESS
SECURITY MAINTENANCE program, all programs and menu folders are listed in the grid
with the applicable access setting shown for each of the listed items. If access has not be
explicitly assigned for an item in the policy, the access will be displayed as either
Default(Full Access) or Default(No Access) according to the Default Program Access
configuration setting.
The programs and menu folders listed in the grid may be filtered using one or more of the
following filter parameters.
Type – item/entry type (e.g. Program Folder, Program Option, Inquiry, Maintenance,
etc.)
Module – Application module (e.g. Accounts Receivable, Accounts Payable, Sales
Processing, etc.)
Access – Access assignment (i.e. Default, Full Access, No Access)
Individual items may be selected and deselected in the grid by highlighting the applicable
row and pressing the Spacebar. ‘Yes’ will be displayed in the Sel column for any row that
has been selected. The Select button in the toolbar below the grid may be used to select or
deselect all rows in the grid. If one or more items in the grid have been selected and the
Select button is pressed all the selected items will be deselected. If the Select button is
pressed and there are currently no items selected all the items listed will be selected.
The Process (F2) button may be selected from the toolbar below the grid to update the
momentumpro New Features in this release 22
selected items. The following processing actions allow the access for the items selected in
the grid (i.e. Sel column contains ‘Yes’) to be updated.
Assign FULL ACCESS for selected items
o This action may be used to assign Full Access to the selected items.
Assign NO ACCESS for selected items
o This action may be used to assign No Access to the selected items.
RESET Access for selected items
o This action may be used to reset or remove any explicit access security
assigned to the selected items. Security for the selected items will revert to
the default access security mode (i.e. either Default(Full Access) or
Default(No Access)
Access security for the options associated with a specific Program type item may be viewed
and maintained via drilldown on the grid. Upon drill down of a Program item the Program
Options screen will be displayed listing any options for the selected item. The current
access security setting for each option will be displayed as either Full Access or No Access.
momentumpro New Features in this release 23
As with the grid on the main Access Security Maintenance screen individual program
options may be selected and deselected in the options grid by highlighting the applicable
row and pressing the Spacebar. The Select button in the toolbar below the grid may be
used to select or deselect all rows in the grid. The Process (F2) grid toolbar button may be
pressed to update the selected rows. The following processing actions allow the access for
the selected options (i.e. Sel column contains ‘Yes’) to be updated.
Assign FULL ACCESS for selected items
o This action may be used to assign Full Access to the selected items.
Assign NO ACCESS for selected items
o This action may be used to assign No Access to the selected items.
momentumpro New Features in this release 24
Functionality has been provided in the maintenance program to copy access details from
another security policy via a Copy Access button on the program toolbar of the main
Access Security Maintenance screen.
When the Copy Access button is selected a Copy Access Security screen is displayed
providing ability to select a security policy to copy from along with a number of other
parameters for the copy operation. The following parameters are provided:
Security policy – The policy to copy from (i.e. source policy)
Filter options
Type – The item/entry type (e.g. Program Folder, Program Option, Inquiry,
Maintenance, etc.)
Module – Application module (e.g. Accounts Receivable, Accounts Payable, Sales
Processing, etc.)
Include program options – Include program options when copying items
Processing options
Overwrite existing access security
o If selected, access security for individual items in the target security policy
will be overwritten by the explicit access security details copied from the
source policy
momentumpro New Features in this release 26
2.3.4 Access Security Export
A new ACCESS SECURITY EXPORT program has been implemented providing ability to
export access security details for one or more security policies. The export program
produces a Comma Separated Values (CSV) data file containing the access security details
including columns and data values required for the ACCESS SECURITY IMPORT program
plus additional columns providing descriptive details for each item.
The export wizard provides an option to specify a Security policy to restrict the exported
access details. If a security policy is not provided the export will include access details for all
security policies. In addition to the Security policy the following filter criteria is also
provided.
Type - The item/entry type (e.g. Program Folder, Program Option, Inquiry,
Maintenance, etc.)
Access - Access assignment (i.e. Default, Full Access, No Access)
Module - Application module (e.g. Accounts Receivable, Accounts Payable, Sales
Processing, etc.)
Include program options
o If this flag is selected the export will include access details for program option
Include items with no explicit access assigned
o If this flag is selected the export will include items with a Default access
mode
momentumpro New Features in this release 27
2.3.4.1 Access security export data format
The ACCESS SECURITY EXPORT produces a CSV data file with the following columns.
CSV COLUMN
LABEL DESCRIPTION
SecurityPolicy Security policy code
Type Item type (Program, Option, Work Groups Folder or Modules Folder)
TypeDescription Item type description/additional detail
Group Module name or Menu folder
Program Program name/description
Detail Folder name or Program Option
Access Access (‘Full Access’, ‘No Access’ or ‘Default’)
momentumpro Issues Resolved in this release 28
3. Issues Resolved in this release
This section provides a summary of product issues resolved since the last release of
MomentumPro®, organised by module and function.
3.1 Accounts Payable
3.1.1 Supplier Invoice Inquiry – Freight Amount not displayed
ISSUE:
An issue has been identified causing the freight value recorded to a supplier invoice to not
be displayed in the Invoice/GRN Detail screen of the SUPPLIER INVOICE INQUIRY
program. This issue only occurred when the freight was recorded for a separate freight
supplier account.
RESOLUTION:
This issue has now been resolved. The freight value is now correctly displayed in the
SUPPLIER INVOICE INQUIRY program.
3.1.2 Creditors Management Report excluding transactions
ISSUE:
Issue identified affecting the CREDITORS MANAGEMENT REPORT.
The CREDITORS MANAGEMENT REPORT was incorrectly excluding transactions for any
creditor account that was inactive.
RESOLUTION:
The CREDITORS MANAGEMENT REPORT is now including transactions for inactive
creditor accounts.
3.1.3 Error matching a GRN line to a Supplier Invoice
ISSUE:
Issue identified affecting the SUPPLIER INVOICE ENTRY program.
When matching an entire GRN line to a supplier invoice in the SUPPLIER INVOICE ENTRY
program, the following error message was incorrectly displayed if the line has a conversion
factor.
The entered selected quantity/unit conversion will result in an invalid stock quantity.
This error only occurred when the quantity was entered in the Line Details screen.
RESOLUTION:
Errors regarding invalid quantities/unit conversions are no longer displayed when matching
a GRN line to a supplier invoice in the SUPPLIER INVOICE ENTRY program.
momentumpro Issues Resolved in this release 29
3.2 Accounts Receivable
3.2.1 Customer Inquiry Movements option slow
ISSUE:
Issue identified affecting the Movements option of CUSTOMER INQUIRY.
The Movements option of the CUSTOMER INQUIRY program was very slow and could take
several minutes for the movements to be displayed in the grid.
RESOLUTION:
There is no longer a large delay when selecting the Movements option of CUSTOMER
INQUIRY.
3.2.2 Total incorrect in Sales Analysis by Group
ISSUE:
Issue identified affecting the Sales Analysis by Group option of CUSTOMER INQUIRY.
When filtering group sales by a particular entity in the Sales Analysis by Group option of
CUSTOMER INQUIRY the totals displayed in the grid was the total for all entities rather
than the total for the entered entity.
RESOLUTION:
The totals are now correct in the Sales Analysis by Group option when filtering by a
particular entity.
momentumpro Issues Resolved in this release 30
3.3 Administration
3.3.1 Batch tasks rescheduled for wrong day
ISSUE:
Issue identified affecting the rescheduling of batch tasks.
Batch tasks that were scheduled to run on the last day of the month ran a day early. The
batch task initially ran on the correct day, but the re-scheduling process incorrectly set it to
run a day early for the following month.
RESOLUTION:
Batch tasks are now rescheduled to the correct day when they are set to run on the last day
of each month.
momentumpro Issues Resolved in this release 31
3.4 Banking
3.4.1 Statement Date for bank account not updated
ISSUE:
Issue identified affecting the BANK RECONCILIATION REPORT and SET BANK A/C
OPENING BALANCE programs.
The bank account statement date displayed in the BANK RECONCILIATION REPORT and
SET BANK A/C OPENING BALANCE programs was never updated.
RESOLUTION:
This Statement Date is no longer required and has been removed from these programs.
momentumpro Issues Resolved in this release 32
3.5 E-Gateway
3.5.1 Failed Supplier Invoice Import file incorrectly archived
ISSUE:
Issue identified affecting the E-Gateway SUPPLIER INVOICE IMPORT.
When an E-Gateway Supplier invoice import failed due to invalid data the import file was
incorrectly saved to the inbound/archive folder instead of the reject folder.
RESOLUTION:
Failed supplier invoice import data files are now correctly saved to the E-Gateway
inbound/reject folder.
momentumpro Issues Resolved in this release 33
3.6 Importing
3.6.1 Entered Quantity not refreshed in Import Shipment Receipts
ISSUE:
Issue identified affecting the IMPORT SHIPMENT RECIEPTS program.
When entering the serial details of a serially tracked product using the Put Away option of
IMPORT SHIPMENT RECEIPTS, the entered quantity in the grid was not refreshed,
leading the user to think the details may not have been entered.
RESOLUTION:
The entered quantity is now refreshed correctly after entering serial tracked products in
IMPORT SHIPMENT RECEIPTS.
3.6.2 Session crashes when creating an A/P Sundry Credit Note
ISSUE:
Issue identified affecting the A/P SUNDRY CREDIT NOTES program.
When processing a Credit Note in the A/P SUNDRY CREDIT NOTES program the
MomentumPro session would sometimes freeze up and then crash. This occurred when
crediting an A/P Sundry Invoice that had been assigned and then de-assigned from an
Import Shipment.
RESOLUTION:
A/P Sundry Credit notes can now be successfully processed without the session crashing.
momentumpro Issues Resolved in this release 34
3.7 Internal Distribution
3.7.1 Security applied incorrectly for Local shipment freight supplier
ISSUE:
Issue identified affecting the LOCAL SHIPMENT RECEIPTS program.
When recording freight charges via the Freight Charge Details screen in the LOCAL
SHIPMENT RECEIPTS program, if the selected freight supplier account was restricted and
the supplier’s restriction did not include the supplying warehouse entity the supplier was
incorrectly blocked.
RESOLUTION:
The LOCAL SHIPMENT RECEIPTS program now correctly applies usage security
restrictions for the freight supplier account. Restricted supplier accounts may now be
selected on the Freight Charge Details screen as long as the usage restriction includes the
delivery warehouse entity.
momentumpro Issues Resolved in this release 35
3.8 Inventory
3.8.1 Supplier Product unable to be deleted via Product Import
ISSUE:
Issue identified affecting the PRODUCT IMPORT program.
When attempting to delete a supplier product by entering a RecordAction of ‘D’ in the
product import file an error was incorrectly displayed when the PRODUCT IMPORT
program was run stating that the supplier product does not exist. The supplier product was
not deleted.
RESOLUTION:
Supplier products can now be deleted without error in the PRODUCT IMPORT program.
momentumpro Issues Resolved in this release 36
3.9 MomentumPro Integration
3.9.1 AddSalesOrderA API – Delivery sales ID not loaded
ISSUE:
When creating a new sales order via the AddSalesOrderA API, the sales ID recorded to the
sales order delivery section is not being saved to the resulting sales order document in
MomentumPro.
RESOLUTION:
The AddSalesOrderA API has been updated to correctly record the provided sales ID from
the sales order delivery section to the sales order document.
3.9.2 Original sell price not recorded in AddSaleLine API
ISSUE:
Issue identified affecting customers using the AddSaleLine method of the Sales Processing
Web Services class.
The original sell price and discount fields are not being recorded to the sales document via
AddSalesLine method.
RESOLUTION:
The original sell price and discount fields are now recorded to the sales document via the
AddSalesLine method.
momentumpro Issues Resolved in this release 37
3.10 Pricing
3.10.1 Price Schedules by Product – Screen Highlight Issue
ISSUE:
When editing prices in the PRICE SCHEDULES BY PRODUCT program, a screen issue may
occur causing the text highlight in the currently selected field to lose highlight. This use was
required to reselect the text in the required field to overwrite the value.
RESOLUTION:
This issue has now been resolved. The text highlighting is now maintained correctly in the
program.
momentumpro Issues Resolved in this release 38
3.11 Production
3.11.1 Productions Orders - Sundry Products Costed Incorrectly
ISSUE:
When using the START PRODUCTION ORDERS program to initiate production jobs, it was
possible for sundry item movements to be recorded with an incorrect cost value. This issue
only occurred when multiple fixed cost sundry items were issued on the same production
order from within the START PRODUCTION ORDERS program.
RESOLUTION:
The START PRODUCTION ORDERS program has now been updated to correctly apply the
cost for each fixed cost sundry item in a production order.
momentumpro Issues Resolved in this release 39
3.12 Sales Processing
3.12.1 Sales Processing – Line Detail Screen Display Issue
ISSUE:
An issue has been identified in the SALES PROCESSING program causing the Sales
Processing Line Details screen to popup unexpectedly at the end of the sale completion
process. This issue only occurred for sales requiring a cash payment and only when the OK
button on the SALES PROCESSING main screen was selected using the Enter key.
RESOLUTION:
This issue has now been resolved. The SALES PROCESSING program has now been
corrected to ensure the Sales Processing Line Details screen is not prompted at the end
of the sales process.
3.12.2 Error when selecting S/Order option of Customer Quote Inquiry
ISSUE:
Issue identified affecting the S/Order option of CUSTOMER QUOTE INQUIRY.
The following error was displayed when selecting the S/Order option of CUSTOMER
QUOTE INQUIRY whenever the sales order was not available.
Could not evaluate publisher handle expression while trying to execute SUBSCRIBE
statement. (6464)
RESOLUTION:
Errors are no longer displayed when selecting the S/Order option of CUSTOMER QUOTE
INQUIRY.
3.12.3 Invoices with sundry products in update error
ISSUE:
Issue identified affecting the OPEN INVOICES program.
When reducing the supplied quantity of a sundry product in the OPEN INVOICES program
and then processing the invoice then the invoice would go into update error because the line
totals did not agree with the invoice total. The invoice total was incorrect and was did not
take into consideration the reduction of the sundry product’s supplied quantity,
RESOLUTION:
Sales invoices with sundry products are now updated successfully.
3.12.4 No notification or event log for order commitment process failure
ISSUE:
Issue identified affecting the processing of committed stock to customer orders.
When processing a stock receipt or completing a production order, if a commitment for any
of the receipted or built product items was associated with an expired customer backorder
the commitment would correctly fail to be processed to the customer’s order. However,
when this occurred the system did not log an event or generate a notification highlighting
the failure.
RESOLUTION:
When a committed stock receipt or production build fails to be processed due to expiry of
the customer backorder an event describing the failure is now logged in the MomentumPro
momentumpro Issues Resolved in this release 40
Application Event Log. Notifications of failure events are also sent to the System Admin
email addresses configured in the OVERALL SYSTEM CONFIGURATION program.
momentumpro Issues Resolved in this release 41
3.13 Service
3.13.1 Outstanding Order Balance incorrectly updated
ISSUE:
Issue identified affecting the SERVICE ORDERS and TIMECARD ENTRY programs.
When increasing or decreasing the hours of a timecard associated to a service order the
outstanding order balance of the customer was not updated correctly and in some cases was
a negative value. This occurred when another non labour product exists on the service
order.
RESOLUTION:
The outstanding order balance of a customer is now updated correctly when timecard hours
are updated.
3.13.2 Diary Option Slow in Service Orders
ISSUE:
Issue identified affecting the Diary option of the SERVICE ORDERS program.
The Diary option of the SERVICE ORDERS program was taking up to 10 seconds for the
diaries to be displayed in the grid.
RESOLUTION:
There is no longer a delay when selecting the Diary option of SERVICE ORDERS program.
3.13.3 Service order completion allowed with non-charged issues
ISSUE:
Issue identified affecting the SERVICE ORDERS program.
The SERVICE ORDERS program was incorrectly allowing service orders to be completed
when one or more order lines with no required/charge quantity had issued quantity. This
caused the value of the issued stock to remain in Work in Progress in the General Ledger.
RESOLUTION:
It is no longer possible to complete a service order if an order line has issued quantity with
no required/charge quantity.
momentumpro Issues Resolved in this release 42
3.14 Warehousing
3.14.1 Stocktake Count Entry displays incorrect Count Totals
ISSUE:
Issue identified affecting the STOCKTAKE COUNT ENTRY program.
The STOCKTAKE COUNT ENTRY program was sometimes displaying incorrect Total Count
and Difference figures. The incorrect count figures were flowing through to the inventory
when the stocktake was processed.
RESOLUTION:
The STOCKTAKE COUNT ENTRY program now displays correct Total Count and
Difference figures.
3.14.2 Stocktakes that are set to “In Progress” can be deleted
ISSUE:
Issue identified affecting the STOCKTAKES program.
The STOCKTAKES program incorrectly allowed stocktakes that were set to “In Progress” to
be deleted. Once deleted the bins associated to the stocktake still had the “In progress” flag
set against them.
RESOLUTION:
An error is now displayed to the user preventing a stocktake from being deleted if it is set to
“In Progress”. The status must be set to “Not Started” before the stocktake can be deleted.
momentumpro Database Schema Changes in this Release 43
4. Database Schema Changes in this Release
4.1 What you need to know
The details below are provided for the reference of users who utilise reporting and/or query
tools such as Crystal Reports or Qlikview that connect to the MomentumPro databases via
an Open Database Connectivity (ODBC) interface. Database schema changes in this release
may impact existing reports or queries that utilise an ODBC interface. If you are unsure if
the schema changes will impact your existing reports or queries please contact your report
developer or query tool provider.
The database schema details in this document are provided for experienced users and/or
report or query developers as a supplement to a complete database schema document and
will assist with assessing the potential impact that schema changes applied in this release
will have on existing reports and queries.
4.2 Database Schema introduction
The MomentumPro Database Schema is a vital component of the MomentumPro Application.
The Database Schema describes the organisational structure and format details of the data
tables and fields throughout the application. The MomentumPro Database Schema is
structured to support the requirements of the MomentumPro application and as such the
data may often be represented in the database in a manner that is difficult to comprehend
outside of the application.
What are the “live” and “markin” databases?
The MomentumPro application data is arranged into two physical databases called “live”
and “markin”. The “live” database is the primary data storage location for the
MomentumPro application and contains the data unique to your business. The “markin”
database contains static application data used by the MomentumPro application programs.
No business specific data is stored in the “markin” database.
momentumpro Database Schema Changes in this Release 44
4.3 Changes to the live database
A new field has been added to the inventory (Inventory Detail) table.
FIELD NAME LABEL/DESCRIPTION DATA TYPE DEFAULT FORMAT
Class Pareto class Character X(1)
New indexes have been added to the movement table.
deb_id, tran_date, tran_time, mtrans_no, lineno
cred_id, tran_date, tran_type, mtrans_no, lineno
The data type has been altered for a field in the debtor (Customer Master) table.
FIELD NAME LABEL/DESCRIPTION DATA TYPE DEFAULT FORMAT
credit_limit Credit limit Integer64 zz,zzz,zzz,zzz,zz9
The data type has been altered for a field in the dbcredit (Credit Arrangements) table.
FIELD NAME LABEL/DESCRIPTION DATA TYPE DEFAULT FORMAT
credit_limit Credit limit Integer64 zz,zzz,zzz,zzz,zz9
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