Ultriva Version 7.7

About Us…

Lori McNeelylorim@ultriva.comUltriva Customer Support SpecialistSupporting Ultriva > 6 years

2

Nandu Gopalunnandug@ultriva.comUltriva Project ManagerSupporting Ultriva from the beginning

General Webinar FAQ

• If you have a question please use the question box and we will try to go over them at the end

• We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/

• The next webinar will be Thursday, October 16th at Noon Central

• We are doing the demos in Ultriva Version 7.7 and higher

3

Ultriva Version 7.7 – Agenda

• Go over the highlights in the latest release

• We will have a couple of short surveys and will give you the results

4

Version 7.7 – Release Notes

• Release Notes are on the Ultriva help site:– Help.ultrivalms.com

5

Version 7.7 – Serial Number Tracking

• Now items can be tracked by Serial Number. • The Configuration is at the Item Level

6

Version 7.7 – Serial Number Tracking - Continued

• The supplier enters the Serial Numbers when Shipping

7

Version 7.7 – Supplier Material Status

• The supplier can now see more info– Open Orders– Inventory Status

8

Version 7.7 - Report Scheduling

• Most of the reports can be scheduled to run automatically and sent to your email address.– Select the Frequency– Format: Excel or Zip

Attachment• If file is too large it will

not be sent, select Zip Attachment if you expect a large file

– By default you will receive the report, you can also assign additional users

9

Version 7.7 – Certification Control

• Certification Control requires the supplier to attach documents when shipping– Set up at the Item level

10

Version 7.7 – Certification Control - Continued

• Supplier cannot ship the card without attaching documents

11

Version 7.7 – Search Enhancements

• Search by Item Description

• Plant Name is on the Card List

• Print and Export options added

• Number of records displayed uses user setting

12

Version 7.7 – Spike Order Entry

• Notes and attachments can now be added on the Spike Order Entry Screen

13

For Additional Information

14

Ultriva Inc.1601 S. De Anza Blvd., # 260Cupertino, CA 95014(408) 248-9803www.ultriva.com

Lori McNeelyCustomer Support Specialistlorim@ultriva.com(408) 961-2485

Helpdesk Ticketsupport@ultriva.com