• Resolved issue of lost/misplaced PSR files when merging Customer or Principals with existing conflicts.
• Resolved Brokerage Rebuild not updating estimated brokerage for paid orders/invoices.
• Resolved issue of Price_Header table not found in the Principal Merge utility.
• Resolved issue with the Paid Brokerage column not being updated in Invoice Inquiry after doing a Mass Brokerage Rebuild. Order status is now retrieved from the ‘new_hist’ table instead of the ‘odrhdr’ table.
• Corrected "Integrity Constraint Violation" error when trying to add or delete users.

B_EDI
Version: 8.7.9 • Date: 3/12/99

New Features:

• Added Import capability for EDI 864-Text Message and 994-Administrative Message transaction sets. These transactions imported will appear on the Message tab in the Incoming EDI Queue.
• Added import capability for the 810-(X12)Invoice transaction set.
• Added import capability for the 852-Product Activity Data transaction set. This transaction set will show on the 852’s tab in the Incoming EDI Queue.
• Improved import processing for validating numeric fields on all transaction sets.
• Added import capability for the 888-Item Maintenance transaction set.
• Importing EDI 875/850-Purchase Orders and 855-Purchase Order Acknowledgments will properly assign broker number and default profit center to the order as maintained on the Manufacturer/Customer record.
• Importing EDI 875/850-Purchase Orders and 855-Purchase Order Acknowledgments will apply Profit Center based on the following hierarchy:

        Ship To Customer/Manufacturer
        Bill To Customer/Manufacturer
        Ship to Customer
        Bill to Customer
        Principal

• Added new EDI.INI flag to control applying Automatic EDI Reference Numbers when the 855-Purchase Order Acknowledgment flatfile contains the EDI Reference Number "SO" for the manufacturer sales order number.

Under the [oeentopt] heading the following line is to be added if the automatic EDI Reference numbers are not to be applied during import of the 855-Purchase Order Acknowledgment:

            Auto_apply_refno=N

If the line is not added to the EDI.INI file, the default will by ‘Y’ and any automatic EDI Reference Numbers found on the Manufacturer or Manufacturer Profit Center records will be applied.
When the flag is set to ‘N’, the import process will verify the existence of the ‘SO’ number in the flatfile. When the ‘SO’ number is received, the other automatic EDI Reference numbers will be applied. If the ‘SO’ is not found, and the flag set to ‘N’ , any automatic EDI Reference Numbers found for the Manufacturer or Manufacturer Profit Center will be applied as normal.

          The EDI.INI file on the Gentran workstation should be modified to use this feature.

• Corrected the lookup to the Authorized Item List when ‘VN’-Vendor Item ID is received. Only ‘PI’-Purchaser’s Item number will look to the Authorized Item List.
• Corrected process error "Division by Zero" when receiving 880-Invoice with zero quantity items.
• Resolved printing of received EDI Terms. Import will apply the default terms as setup in Sequel File Maintenance, as well as note the received EDI Terms values. Both applied terms and received terms values will print.
• Corrected update of ‘last_modified’ column in database EDI Tables.

Banking
Version: 8.7.9 • Date: 1/20/99

New Features:

• The term "Principal" has been replaced with "Manufacturer" throughout the application.

• Resolved the need to use <alt> <tab> to enter new data in the Check Detail entry window.
• Resolved accessibility problem within the deposit journal help window.
• Resolved the defect reported in the Check Reconciliation report, it would not allow the user to select with the mouse "unreconciled checks only", it only responded to keyboard commands.

Brokerage
Version: 8.7.14 • Date: 3/12/99

New Features:

• Added verification window to display when a check has been closed.
• New window added with ability to "write off" the brokerage dollars in Brokerage Reconciliation. Fields include Adjustment Reason, Comment, Adjustment Amount, and Total Amount.
• Added new Options button with the following tabs:
• General tab- includes options for either setting up brokerage adjustment automatically, prompting prior to making adjustments on check closing, or no automatic adjustment.
• Check Details Entry tab- provides a choice of whether or not to utilize invoice adjustments. To use original format, select Standard Entry Window. To use invoice adjustments, select Entry Window With Adjustments. Changes are reflected in the Brkg.ini file as "change_invoice_amount=Y" to use adjstments, or N to ignore adjustments.
• Check Adjustments tab- used to associate reason codes with automatic adjustments for positive or negative amounts.
• Adjustment Reason Codes tab- used to create or delete adjustment reason codes.
• Pop-up window displays when duplicate invoices are referenced.
• The following enhancements to the Principal Aging Report
• Correct principal totals always being zero
• Running Date/Time displays in the corner of the report
• Territory field added to the report
• Principal name displays once when both booked and shipped lines printed
• Added right-mouse option to print out the search criteria screen
• Split grand totals to be booked, shipped and cash lines.
• The following enhancements to the Posted Checks Report
• Changed the column heading from "Check Dollars" to "Sales Paid"
• Added Principal Name field to report
• Added sorting options to the Brokerage Checks, Paid Funds Summary, and Paid Funds Detail reports. Double-clicking on the report format will bring up a sorting options window for sorting, grouping, and sub-totaling. This also allows the user to save data from the previously run report to be used when selecting different sorting methods and previewing prior to running the report.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• Customer Type, Territory, and Salesrep selectors have been added to Paid Marketing Funds Details, Paid Marketing Funds Summary, and Brokerage Market Analysis reports.
• Invoice Activity Date selector has been added to Paid Market Funds report.
• Added a new option in Brokerage Reconciliation Maintenance to allow the user the option to "mark check as paid without closing the check." The default is NO because this is how the application currently functions.
• Added new "Aging Date" selector to the Manufacturer Aging report criteria.
• Modified ‘Aging Report by Principal’ report format to include the ‘Aging Date’ selector.
• Added new report ‘Aging Report Summary by MFG’ to Manufacturer Aging report formats.

• Resolved issue in Brokerage Reconciliation Report of reversed data in the Matched and Difference columns.
• Resolved issue of duplication when multiple orders are matched to one invoice and returning "check_rec is not unique" error.
• Enabled the "view" button when returning to the screen after adding a new check.
• Resolved issue of an order number displaying as "Multiple" when only one order has actually been applied to that invoice in the Invoice Mass Status Change to Paid.
• Changed focus to the [Cancel] button instead of the Check Number field in Brokerage Reconciliation.

Claims
Version: 8.7.4 • Date: 2/26/99

Special Notes:
Application is available for "Alpha" Testing ONLY.

• New applications for Claim maintenance and reporting functions.

EDI
Version:      8.7.23 • Date:   3/12/99

New Features:

• Added In/Print capability for 864-Text Message and 994-Administrative Message transaction sets. These transactions imported will appear on the Message tab in the Incoming EDI Queue. Note: This transaction is available for BETA testing.
• Added Invoice Integration capability for the 810-(X12)Invoice transaction set.
• Added In/Print capability for the 852-Product Activity Data transaction set. This transaction set will show on the 852’s tab in the Incoming EDI Queue. Note: This transaction is available for BETA testing.
• Added In/Print capability for the 888-Item Maintenance transaction set. This transaction set will appear on the Item tab in the Incoming EDI Queue. Note: This transaction is available for BETA testing.
• Added Outbound capability for the 880-Invoice/810-(X12)Invoice transaction sets distributed from the Invoicing Application. These outbound transactions will appear on the 880’s tab in the Outgoing EDI Queue. Note: This transaction is available for BETA testing.
• Added Outbound capability for the 888-Item Maintenance transaction set distributed from the File Maintenance application. This transaction set will appear on the 888’s tab in the Outgoing EDI Queue. Note: This transaction is available for BETA testing.
• Added new options for memo printing including printing billbacks, printing hash totals, printing ASAP for Ship Date, printing net or ship weight. Added ability to sort items by item number or as entered. Added ability to change the print style.
• Added right-mouse option to use Enter key as Tab key.
• Added Order Type field to the EDI Order Wizard. Order Type maintenance is located in the File Maintenance application under Miscellaneous, Order Type.
• Added Order Type field to Invoice Integration.
• Added sort on Label ID when using Item Help.
• Added printing of the 864-Text Message ‘Administrative Communications Contact’ segment (PER) information.
• Added Date Qualifier description on the Advanced ā Date Tab in the EDI Order Wizard.
• Incoming Invoice Integration will now use the Reference Number for the Customer’s Purchase Order Number when creating the Sequel Order and Invoice.
• Posting an EDI order will now update the Order Activity Log with the appropriate date that the order is created through the EDI application.
• Added printing of line item promo type to indicate ‘Tot $’ and ‘%’.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• Right mouse function to Distribute has been added to Confirmations.
• User will see the PSR Viewer appear briefly during distribution while ‘psr’ file is printed to the fax print driver.
• Profit Center may now be applied by Customer’s profit center default maintained in File Maintenance on the ‘Shpg Comments’ tab. The hierarchy is as follows:

Ship to Customer/Manufacturer
Bill to Customer/Manufacturer
Ship to Customer
Bill to Customer
Principal

• File Maintenance has been modified to allow four lines of Customer Shipping Comments. If more than one Shipping Comment is entered, the Shipping Comments field during Order entry will read "MULTIPLE SHIPPING COMMENTS". On memo printing, if multiple comments are found, it will print "Multiple Comments, See Below" in the Shipping Comments section. Each of the Shipping Comments checked to ‘Send’ in File Maintenance will print on the order below the line items in the same manner as Notes are printed currently.
• During the EDI Import process verification will be made on the Deviation’s Case Cap before applying the promotion. If the quantity ordered goes over the Case Cap set for specific customer(s) and item(s) the promotion will not apply. If edits or changes are made to an item set up on the Case Cap Tab and the quantity change is over the cap, a pop up window will appear warning "Promotion Exceeds Case Cap". When manually adding a promotion set up with Case Caps using the Shift-F5 function to an item and the quantity ordered is over the cap, a pop up window will appear warning "Promotion Selected Exceeds Case Cap".
• Added ‘Options’ button to the Order Distribution window. The options now available are listed below. Changes will be made to the user’s application INI file based on the options selected.
• Application Timeout in Minutes: If the application is idle for the amount of minutes entered, the user will be prompted to continue or log off.
• Check Mfg/Cust EDI Override Flag: Setting this option to ‘Yes’ will check the EDI Override flag maintained on the File Maintenance Manufacturer/Customer (bill to customer) record. If the flag there is also set to ‘yes’, the order will NOT be distributed to the EDI Outgoing Queue.
• Fax to: Clicking the appropriate radio button will fax to ‘Manufacturer Only’, ‘Both Manufacturer and Customer’, ‘Manufacturer/Customer Combination Only’ or ‘Manufacturer or Customer or Mfg/Cust Combination’. Currently faxing to ‘Manufacturer or Customer or Mfg/Cust Combination’ will retrieve all the fax locations records found for the manufacturer, customer, and manufacturer/customer combinations with the ‘Include’ Action Flag maintained in File Maintenanceā Fax Locations.

NOTE: Making changes to one of the first three fax options will have immediate affect on the fax location records appearing on the Distribution window. It is recommended to Cancel from the Distribution window after selecting option 4 ‘Manufacturer, Customer, or Mfg/Cust Combination’ then re-distributing the order to have the proper fax locations retrieved.

• Added new EDI.INI flag to control appling Automatic EDI Reference Numbers when the 855-Purchase Order Acknowledgment flatfile contains the EDI Reference Number "SO" for the manufacturer sales order number.

Under the [oeentopt] heading the following line is to be added if the automatic EDI Reference numbers are not to be applied during import of the 855-Purchase Order Acknowledgment:

                Auto_apply_refno=N

If the line is not added to the EDI.INI file, the default will by ‘Y’ and any automatic EDI Reference Numbers found on the Manufacturer or Manufacturer Profit Center records will be applied.
When the flag is set to ‘N’, the import process will verify the existence of the ‘SO’ number in the flatfile. When the ‘SO’ number is received, the other automatic EDI Reference numbers will be applied. If the ‘SO’ is not found, and the flag set to ‘N’ , any automatic EDI Reference Numbers found for the Manufacturer or Manufacturer Profit Center will be applied as normal.
The EDI.INI file on the Gentran workstation should be modified to use this feature.

• 889-Promotion Announcements now will reflect Market Area data as sent by the trading partner. If the Market Area references specific customers, the Sequel customer number will be printed.
• Added printing of Reference Number information on the 880-Invoice transaction set.
• Added printing of SeQueL Order Number on the Purchase Order and/or Purchase Order Acknowledgment detailed reports.
• Added printing of Routing information on the Purchase Order and/or Purchase Order Acknowledgment detailed reports.
• Added printing of Line Item Level Reference numbers on the Purchase Order and/or Purchase Order Acknowledgment detailed reports.

• 880-Invoice/810-(X12)Invoice transaction set reports will print full length of the Invoice Number and the Customer Purchase Order Numbers as transmitted by trading partner.
• The EDI Export Errors Window when Distributing from the Incoming EDI Queue has been expanded to view the entire error message.
• Corrected In/Print reports to reflect Extended Promotion Allowance amounts on the following transaction sets: 875-Purchase Order, 850-(X12)Purchase Order, 855-Purchase Order Acknowledgment, 880-Invoice, 810-(X12)Invoice.
• Corrected print spacing on the 864-Text Message transaction set report.
• Corrected printing of the 852-Product Activity Data product qualifiers and ids. Now it will print up to 7 qualifiers and product ids.
• Resolved issue of Advanced button on item-level promotions not committing data.
• Resolved issue with 16-digit promotion numbers being truncated when posting the order.
• Corrected lookup to Authorized Item List when ‘VN’-Vendor Item ID is received. Only ‘PI’-Purchaser’s Item number will look to the Authorized Item List.
• Corrected processing error "Division by Zero" when receiving transactions with zero quantity items.
• Resolved issue with printing received EDI Terms on the 875/850-Purchase Orders. Import will apply the default terms as setup in Sequel Maintenance as well as note the received EDI Terms values. Both applied terms and received terms values will print.
• Resolved issue with printing received EDI Terms on the 880/810-Invoices.
• Resolved issue with printing item information (description, price, promos, etc) when item is invalid during the import process.
• Resolved issue with printing Order Level Allowances on 875/850-Purchase Orders, 855-Purchase Order Acknowledgments, and 880/810-Invoices.
• Resolved issue with missing Bill To, Ship To, and/or Vendor City/ST/Zip information on Purchase Orders.
• Removed ‘Cancel’ Button from report print window.
• Modifications have been made to the EDI Incoming Queue REPORT button to eliminate loss of the default printer selection.
• Resolved issue with incorrect Bill to customer number applied to order when incoming EDI data is not received to correctly identify the bill to customer.
• Corrected error in Principal Help and Customer Help when searching for customer and/or principal name using an apostrophe (‘) in the name.
• Resolved errors when attempting to Create an EDI Order for a row that has already been created. This is perhaps caused when two users attempt to create the same order at the same time.
• The EDI Transmission Report will now correctly count and print all transactions. Missing transactions included the 810-Invoice, 824-Application Advice, 864-Text Message, 879-Price Change, 888-Item Maintenance, 889-Promotion Announcement, and the 994-Administrative Message.
• Resolved Override Price problems with the EDI Order Wizard when incoming process found item to be invalid.
• Invoice Integration will now price line items based on the item’s Default Price UOM. If Default Price UOM is not entered, Invoice Integration will use ‘CA’.
• Resolved ‘Integrity Constraint Violation’ error received when importing EDI Raw Data containing an 824-Application Advice.
• Function changed to resolve fax distribution hangs.
• Order Type Help changed to not allow duplicate Order Type Ids to be entered.
• Corrected the "Re-Verify Unsuccessful" error caused by using the Switch Principal option in the EDI Order Wizard.
• Corrected printing the EDI Reference Numbers during order distribution. The EDI Reference numbers printed will be those associated with the order not those maintained in File Maintenance.
• Corrected problem with the Delete Window on the EDI Outgoing Queue. After deleting records from the outgoing queue, the queue will be refreshed to reflect the deleted record(s).

EDIEXP
Version: 8.7.5 • Date: 2/19/99

New Features:

• Added 880-Invoice/810-(X12)Invoice export capabilities.
• Added 888-Item Maintenance export capabilities.
• Exporting EDI 875-Purchase Orders will use the proper broker number as maintained in the File Maintenance. The hierarchy is as follows:

                    1> Manufacturer/Customer record broker number

2> Manufacturer Profit Center Maintenance Broker Number

                    3> Manufacturer Broker Number

• Multiple Customer Shipping Comments have been added in File Maintenance. EDI export procedures have been modified to send the shipping comment(s) on the EDI Reference Code based on the Send check box.
• ‘Promotion Status’ has been added to the Events, Settings Tab for use with the EDI 889 Promotion Announcement. The valid EDI qualifiers are retrieved from the EDI Code table. Examples are ‘01’ for New, ‘05’ Confirmation.

Note: The status codes are retrieved from the event tables when the 889-Promotion Announcement is exported by the Gentran session NOT when distributed to the EDI Queue. Therefore, the exported data will reflect any, and all, changes between the time distributed and the time exported.

• Corrected 879-Price Change Bracket ids. Exporting bracket levels increment by 1 (one) starting at 1 (one).
• Corrected 879-Price Change missing bracket level problem.
• Resolved issues with Billback dollar amounts being deducted from the order’s net total.
• Corrected exporting the ‘BY’-Buying Party’s Duns number with the 879-Price Change transaction.
• Corrected problems with 889-Promotion Announcement exporting duplicate line items for one item when more than one Product Id and Qualifier existed for that item.

EDIRAW
Version: 8.7.3 • Date: 1/20/99

New Features:

• The term "Principal" has been replaced with "Manufacturer" throughout the application.

• Corrected "Integrity Constraint Violation" error received when importing EDI raw data containing the 824-Application Advice transaction.

Events
Version: 8.7.6 • Date: 2/19/99

New Features:

• Added the Label ID field to the duplicate item pop-up window which displays when duplicate items are selected in the Items tab. This field also displays in the Item Help.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• Case Cap Tab has been added. This feature is Customer Specific to each Deviation within the Event. To be used with Order Entry and will not apply the Promotion if amount ordered goes over the Case Cap for the specific customer(s).
• Quota Tab has been added. This feature is Customer Specific to each Deviation within the Event for reporting.
• Deviation Quota Report, reports on Cases Sold and Quota’s set up in Events on the Quota Tab for specific customer(s).
• New Deviation Quota Reports now available:
• Dev. Quota – Mfg/Dev/Cust
• Dev. Quota – Mfg/Cust/Dev/Item
• Dev. Quota – Mfg/Dev/Cust/Item

• Resolved problems causing "Illegal Operation" errors when deleting the last event on file for any given principal.
• Modified procedures to the Event Listing Report for the following:
• Updating item information
• Utilizing the customer, customer type, and territory selectors.

File Maintenance
Version: 8.7.16/8.8 • Date: 2/19/99

New Features:

• Added new option in Miscellaneous, Fax Locations to include the memprinting options: printing billbacks, printing hash totals, printing ASAP for ship date, printing net or ship weight, ability to sort items by item number or as entered. Added ability to change fax print style. Same screen referenced in the Order Entry Distribution screen.
• Added new option in Miscellaneous, Order Type to add or delete order type.
• Added Label ID field to display in the duplicate item pop-up window when a duplicate item is referenced. The Item Help screen also displays this field.
• From the FIND button in Item Maintenance, a new button was added to search by the Label ID on the Item Search screen.
• Added distribution capabilities for the EDI 888-Item Maintenance transaction set. Available for BETA testing.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• Added Date Qualifier and Date fields to the Items EDI option. Dates are then output to the EDI 888-Item Maintenance transaction set.
• Added ability to sort on Label Id when using Item help.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• Default Profit Center and Broker Number can now be maintained at Manufacturer/Customer level.

Applying Broker Number to orders will follow this hierarchy:

1. Manufacturer/Customer Broker Number
2. Manufacturer Profit Center Maintenance Broker Number
3. Manufacturer Broker Number (Detail Tab)

• New ‘Shpg Cmnts’ tab has been added to the Customer Maintenance. Up to four lines of Shipping Comments may be entered and checked for printing and transmitting orders. EDI Reference Codes may be used for the appropriate EDI qualifier.
• The Customer’s Profit Center may now be maintained on this new tab. Customer’s Profit Center is used during order entry. Applying the Profit Center during order entry follows the below hierarchy:

Ship to Customer/Manufacturer
Bill to Customer/Manufacturer
Ship to Customer
Bill to Customer
Default Profit Center from the INI file

• Added capability to override the EDI distribution. An "EDI Override - Yes/No" flag has been added to the Manufacturer/Customer tab. Setting the flag to ‘Yes’ also requires the use of the Order Distribution Options
• Added ‘Action’ to Fax Locations maintenance. The Action to ‘Include’ Manufacturer/Customer Combination record will distribute the order to this fax location. To ‘Exclude’ the record will not fax to this location during distribution.

• Resolved issue of system not allowing a 9-digit zip code to be entered in Principal and Customer Maintenance.
• Resolved error "Principal/Item does not exist" when performing a search in Item Maintenance when changing principals.
• Allows Customer Type to be removed on the Principal/Customer Tab.
• Resolved issue of Authorized Item Listing not seeing selections for an item.
• Corrected System error "Invalid datawindow row/column" when removing Company Id from Profit Center Maintenance.
• Corrected error in Customer Help when searching using an apostrophe in the name field.
• Resolved problems adding EDI Partner tab information when using the grid to change to a different manufacturer.
• Eliminated error caused by deleting an Order Type from Order Type Help when that Order Type exists on an order.
• Resolved missing data issue when entering Contact Maintenance fields and not using <Tab> on the last field entered before clicking OK.
• Item Unit Size and Portions Per Case fields have been expanded to 99,999.999 to eliminate "…cannot convert to decimal" errors when updating database changes.
• Item Net Weight field has been expanded to 99,999.9999 to eliminate "…cannot convert to decimal" errors when updating database changes.
• Profit Center maintenance has been modified to eliminate "column not found" errors when updating Company Id, Branch Id, or Department Id changes to database.
• In Item Search, the Label Description has been moved to appear following the Item Pack.
• Corrected system error caused by clicking Delete button when rows did not exist in Order Type Help.
• Corrected Authorized Item Listing ‘Brand’ Selector eliminating system error ‘External object does not support data type n_brand_selection’.
• Order Type Help changed to not allow duplicate entry of Order Type Ids. Each Order Type id must be unique.
• User can now remove a Profit Center from the Customer/Manufacturer tab.
• Item help search on description changed back to a ‘contains’ instead of ‘begins with’ search.

Forms
Version: 8.7.9 • Date: 3/12/99

New Features:

• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• New bookmarks have been added.
• New options added on Properties Tab for rounding price fields for 2, 3, or 4 decimal positions.
• Added new bookmarks per customer’s request.

• Corrected problem with Form Control checking for Customer’s Authorized Item List as well as the additional Authorized Item List numbers selected.
• Resolved issue with printing forms with two authorized list numbers in Form Control where it had only been looking at first list for items authorized.
• Corrected problem when printing a form with pallet items.
• Corrected option to print Authorized Items Only for new item forms and price change forms.
• Corrected option to page break on primary sort.
• Resolved printing only Page1 problem when authorized items require multiple pages.
• Resolved printing store codes for one customer when multiple forms are printed for different customers.
• Resolved the problem with printing multiple forms on Citrix.
• Resolved problems printing multiple page forms.

HQ GUIdebook
Version: 8.7.7 • Date: 2/26/99

New Features:

• The term ‘Principal’ has been replaced with ‘Manufacturer’ throughout the application.
• Database procedures and triggers have been modified to allow HQ GUIdeBook the capability of reporting on Order, Ship, Arrival or Invoice Date type. A member of the Database Department would be required to change the HQ Control file to the appropriate reporting date type requested, and perform a history rebuild for the change to take affect.

• Resolved problems with Global date entry field.
• Resolved problems caused by ‘null’ values in the item pack or description fields.
• Authorized Item Browser is now accessible.
• Item ranking report modified to print Product Number.
• Item Recap window scroll bar has been made visible.
• Eliminated error ‘ERROR:Function doesn’t return value at line 19 in function gf_price_based_on of object gf_price_based_on’ window caused by blank bracket priced based on field.

Invoicing
Version: 8.7.13 • Date: 1/20/99

New Features:

• When a duplicate invoice number exists, a pop-up window displays: "Invoice Number Already Exists For This Principal! Is This A New Invoice? Yes/No." Click No when combining data for that invoice, as in partials and backorders. Click Yes to reuse an existing invoice number.
• Added the Label ID field to display in the duplicate item pop-up window when a duplicate item is referenced, such as while adding a new item. The field also displays on the Item Help screen.
• Added distribution capabilities for the EDI 880-Invoice Transaction Set. Available for BETA testing.
• Added new message window to display when trying to use adjustments in Invoice Matching without having promo definitions set up in Principal Maintenance.
• Added sorting options to the Invoices Report. Double-clicking on the report format will bring up a sorting options window for sorting, grouping, and sub-totaling. This also allows the user to save data from the previously run report to be used when selecting different sorting methods and previewing prior to running the report.
• PO Number displays as a column in the Invoice Help grid.
• PO Number is a From and Through selector for searching in Invoice Help.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• User will see the PSR Viewer appear briefly during distribution while ‘psr’ file is printed to the fax print driver.

• Resolved issue of dollar amount remaining when an item is marked as scratched.
• Resolved issue of scratched items dollar amount displaying when matching to a partial invoice.
• Resolved issue of invoice amount clearing when doing a search in Invoice Matching.
• Removed right mouse options in Invoice Matching to eliminate database errors when trying to modify fully invoiced orders.
• Removed inoperable Reports button from Invoice Help.
• Resolved issue of "check_rec is not unique" error when matching orders through traditional invoice and mass-invoicing causing duplicate lines of data in Invoice Help.
• Mass Invoicing, resolved issue to allow orders in mass invoicing to be matched to already existing invoices. Also, allow mass invoicing to re-use invoice numbers.
• Resolved issue of invoice adjustments made in mass invoicing not applying.
• Resolved issue of inoperative "view" button when using order help.
• Mass invoicing will no longer allow matching to a paid invoice. When a paid invoice number is entered, the system re-uses that invoice number treating it as a duplicate invoice number.
• Resolved issue of not allowing deletion of a promotion from an order to invoice with a "distributed" or "entered" status.
• Resolved issue of Order number displaying as "Multiple" when only one order has been applied to that invoice.
• Function changed to resolve the fax distribution hangs.
• Resolved problems with Billback promotions (rate, dollar, and percentage) being deducted from net dollars when applied in Invoice Matching.

Operator Reporting
Version: 8.7.5 • Date: 1/20/99

New Features:

• The term "Principal" has been replaced with "Manufacturer" throughout the application.

Order Entry
Version: 8.7.24 • Date: 3/12/99

New Features:

• Added Order Type field to order entry. Order Type maintenance is located in the File Maintenance application under Miscellaneous, Order Type.
• Added right-mouse option to use the Enter key as the Tab key.
• Added the Label Id field to the duplicate item pop-up window to display when duplicate items are referenced. This field also display in Item Help and F5 to search for items in Order Wizard.
• Added new options for memo printing including: printing billbacks, printing hash totals, printing ASAP for Ship Date, printing net or ship weight, ability to sort items by item number or as entered. Added ability to change the print style.
• Added new options for fax printing including: printing billbacks, printing hash totals, printing ASAP for Ship Date, printing net or ship weight, ability to sort items by item number or as entered. Added ability to change fax print style.
• Added "Entered Date Range" as a new selector in Memo Track and Memo Track Adjustment Reports. For more details, please refer to the 8.7 Report Listing in the 8.7 Release Notes.
• The following enhancements made to the Cancellation Report:
• Added selector for Cancelled Date Range.
• Name of user who cancelled order displays on report.
• Changed heading "Disp.Date" to "Cancel Date".
• Order date displays on report.
• Added sorting options to the Order Reports. Double-clicking on the report format will bring up a sorting options window for sorting, grouping, and sub-totaling. This also allows the user to save data from the previously run report to be used when selecting different sorting methods and previewing prior to running the report.
• Under Citrix, the dialogue message for ‘Order Distributed’ was causing intermittent Dr. Watson errors depending on other active programs loaded in memory. The several dialogue boxes were removed and new dialogue windows have been created to display the message.
• Added dropdown window for date qualifiers and descriptions to the Advancedā Date tab window.
• Added ability to sort on Label Id when using Item Help.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• New Order Notes available from Order Viewing ā Options drop down menu. Order Notes can be viewed, printed, added, or deleted here.
• During Order Entry, Broker Number will be applied as maintained for the manufacturer/customer relationship. Applying Broker Number to orders will follow this hierarchy:

1. Manufacturer/Customer Broker Number
2. Manufacturer Profit Center Maintenance Broker Number
3. Manufacturer Broker Number (Detail Tab)

• Profit Center will now be overwritten based on the Manufacturer/Customer relationship maintained in File Maintenance. During Order Entry, Profit Center will first appear as entered on the previously entered order. Once customer number (Ship to/ Bill to) and manufacturer number are entered, the Profit Center (as maintained for the manufacturer/customer relationship) will appear in Yellow highlight. This Profit Center ID can manually be overwritten using Profit Center Help.
• Memo Tracking reports now have Order Type Id selector.
• Memo Tracking reports can now run by Invoice Activity Date.
• Added additional Sortable reports. When selecting a report name with the "Sort-" as the first five characters, double-click on the report format in the selections window to view the sorting options. This also allows the user to save data from a previously run report to be used when selecting different sorting methods and previewing prior to running the report.

Available Report in Daily Sales:
Sort-Daily Sales w/brkg
Available Report in Memo Track:
Sort-Memo Track w/Brkg

• Memo print format designed for 3-part dot matrix order form. Format name: ‘d_orprint_cust_dotmtx’ added to memoprint.pbl.
• Fax format designed to show vendor item number instead of the item product number. NOTE: This custom fax format requires each item EDI Id tab to include the ‘VN’ qualifier and the appropriate vendor number. If the ‘VN’ Vendor Item Number is not maintained, the item number will not fax correctly. Format name: ‘d_ordprint_1_b_vin’ added to memoprint.pbl.
• Profit Center may now be applied by Customer’s profit center default maintained in File Maintenance on the ‘Shpg Comments’ tab. The hierarchy is as follows:

Ship to Customer/Manufacturer
Bill to Customer/Manufacturer
Ship to Customer
Bill to Customer
Default Profit Center from the INI file.

• Per request, the INI file can be modified NOT to apply the Profit Center based on the last order entered. The above Profit Center hierarchy is then used to apply the Profit Center. If none of the above apply, the user will need to manually enter the Profit Center.

NOTE: if the line is not entered into the INI file, the application will default the flag to ‘Y’ and use the Profit Center default in the user’s INI file.

• File Maintenance has been modified to allow four lines of Customer Shipping Comments. If more than one Shipping Comment is entered, the Shipping Comments field during Order entry will read "MULTIPLE SHIPPING COMMENTS". On memo printing, if multiple comments are found, it will print "Multiple Comments, See Below" in the Shipping Comments section. Each of the Shipping Comments checked to ‘Send’ in File Maintenance will print on the order below the line items in the same manner as Notes are printed currently.
• Order Entry will verify the Deviation’s Case Cap before applying the promotion. If the quantity ordered goes over the Case Cap set for specific customer(s) and item(s) the promotion will not apply. If edits or changes are made to an item, set up on the Case Cap Tab and the quantity change is over the cap a pop up window will appear warning "Promotion Exceeds Case Cap". When manually adding a promotion set up with Case Caps, using the Shift F5 function, to an item and the quantity ordered is over the cap a pop up window will appear warning "Promotion Selected Exceeds Case Cap.
• Added ‘Options’ button to the Order Distribution window. The options now available are listed below. Changes will be made to the application INI file based on the options selected.
• Application Timeout in Minutes: If the application is idle for the amount of time in minutes, the user will be prompted to continue or log off.
• Check Mfg/Cust EDI Override Flag: Setting this option to ‘Yes’ will check the EDI Override flag maintained on the File Maintenance Manufacturer/Customer (bill to customer) record. If the flag there is also set to ‘yes’, the order will NOT be distributed to the EDI Outgoing Queue.
• Fax to: Clicking the appropriate radio button will fax to ‘Manufacturer Only’, ‘Both Manufacturer and Customer’, ‘Manufacturer/Customer Combination Only’ or ‘Manufacturer or Customer or Mfg/Cust Combination’. Currently faxing to ‘Manufacturer or Customer or Mfg/Cust Combination’ will retrieve all the fax locations records found for the manufacturer, customer, and manufacturer/customer combinations with the ‘Include’ Action Flag maintained in File Maintenanceā Fax Locations.

  NOTE: Making changes to one of the first three fax options will have immediate affect on the fax location records appearing on the Distribution window. It is recommended to Cancel from the Distribution window after selecting option 4 ‘Manufacturer, Customer, or Mfg/Cust Combination’ then re-distributing the order to have the proper fax locations retrieved.

• Resolved issue of history not updating when only profit center is changed on an order.
• Removed the inoperative EDI Queue button from the distribution screen.
• Resolved issue of Free Goods not displaying on an order.
• Resolved issue of default printer causing "Dr.Watson" errors in distribution window.
• Expanded the Distribute/EDI Export Error window to allow the complete message to be read.
• Resolved issue of Billback amounts being deducted from order’s net total during edit.
• The system now allows the distribution of an order having zero quantity line items with free goods promotions applied. This previously caused a "SQLSTATE=22012 Division by Zero" system error.
• Resolved error caused by using an alphanumeric salesrep on a credit.
• Tabbing on the first page of the order wizard now follows correct sequence.
• Resolved issue of Advanced button on item-level promotions not committing data.
• Added pop-up window "Order Type has been applied to an order and cannot be deleted" to eliminate system error when deleting an order type that is attached to another order in the system.
• Expanded unit of measure column to memo printing to print "CA" instead of "C".
• Resolved system errors in Principal Help caused by searching on names containing an apostrophe.
• Corrected truncating problems when using 16 digit promotion numbers.
• After deleting/archiving an order, the selected order number will re-retrieve and appear as "View Only" to eliminate possibility of modifying an archived order.
• Resolved issue with adding Fax Partners to the Distribution window.
• Resolved issue when adding item to order in the middle of existing items. Promotions to the new item will no longer be appended to the last item on the order.
• Corrected memo fax print format ‘Laser w/Arrival Dt’ cutting off on the right margin.
• Corrected tabbing sequence with Order Type Help.
• For use with the Extended API Fax, the default for the ‘faxtiffile’ is to be entered into the application ‘ini’ file. This eliminates overwriting the tmpord.psr file by two users in the Citrix environment.
• Function changed to resolve fax distribution hangs.
• Order Type Help changed to not allow duplicate Order Type Ids to be entered.
• Corrected printing the EDI Reference Numbers during order distribution. The EDI Reference numbers printed will be those associated with the order, not those maintained in File Maintenance.

Price Book
Version: 8.7.11 • Date: 1/20/99

Special Notes:

• This application contains a new user interface providing more flexibility.
• Terminology has been clarified and applied in this version of pricing. A principal has a "one to one" relationship with a price book. A price book has a "one to many" relationship with price lists. For example: Principal 100 has a price book. Within that price book are defined price lists for either all customer, principal-customer, or customer specific records.

• Enhancements to Price Maintenance provide ability to view by pricelist or by principal.
• Added new Price Book menu option to select "favorite" principals and view details of the associated price book.
• Item level price records for grouped items are now labeled with the group information to indicate this is a potential problem.
• Added new Principal Price List report based on Principal. Effective date is a new required selector.
• Added new Customer Price List report to provide a listing of available pricing for the effective date. Effective date is a new required selector.
• Added Label ID field column in the duplicate item pop-up window when a duplicate item is referenced. This field also displays on the Item Help screen.
• New ability to enter new price lists or clone existing price lists through step-by-step entry wizard. Select a Principal, select a Price Bracket, choose to create a new list or clone an existing price list, "Drag and Drop" desired items or groups, enter the price records or edit those of cloned lists.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.

• Resolved inability to report on a specific item or group in the Price List Report.
• [Enter] key now able to continue from first page of wizard with focus on Next button.
• Resolved issue of title bar in Wizard showing multiple names when changing principals in creation or cloning process.
• Resolved error in Wizard when entering price bracket for a Principal with no originally existing brackets.
• Corrected the ability to use an apostrophe ( ' ) in the price list description field.
• Altered tabbing sequence to not allow item level changes in the Wizard.
• Changed focus in Wizard so first row to begin adding prices is highlighted.
• Added message when clicking [Back] in wizard to warn that any changes made will be deleted.
• Resolved issue of Wizard's inability to follow through data for customer specific or principal customer type.
• Resolved issue of items or groups for one Principal remaining on the item selection screen when going back and changing to another Principal.
• Resolved issue of fields clearing when going into the Price List Help Window.
• Resolved issue of Price list header not reading customer specific or principal customer type. These were displayed as an All record.
• Resolved issue of a blank line appearing when entering a brand new price list's bracket code.
• Able to use duplicate product numbers without getting error message.
• Resolved "Specify Filter" window when entering a principal with no price data previously entered.
• Resolved issue of the system hanging when entering price books.
• Resolved issue of inability to remove pickup prices past level 3.
• Removed error when clicking on details for a price list with no details in Price Books.
• Resolved issue of Principal books disappearing from the "favorites" window in Price Books.
• Removed inoperative File- Save option from menu. System will save with the OK button or from a prompt when exiting the window.
• Added last bracket entered as default for next items or groups entered.
• Added "Save Changes?" prompt when File-Close from the menu bar.
• Changed the Mass Change function to clear out the previous selectors so that multiple processing may be done.
• Mass Change function has been fixed to verify that the changes are being populated correctly.
• Price Book will display a user message when trying to add the same Principal twice in "Favorites".
• Resolved issue of Price Book "Favorites" window deleting more Principals than the one selected for deletion.
• Resolved system error when user double clicks on any row in the item grid in Price Maintenance.
• Resolved issue of Bracket Help sometimes bringing up brackets for the wrong Principal.
• Corrected the ability to sort price lists by effective date.
• Resolved issue of the right-mouse option "view by list" not pulling data in Price Book.
• Resolved error when changing Price Bracket under "Show details" right-mouse option in Price Book.
• Resolved issue of Product, Pack, and description sometimes displaying blank fields.
• Resolved issue of Customer Price List Report not pulling data.

Report Queue
Version: 8.7.7 • Date: 12/22/98

New Features:

• Added feature to allow sortable reports that are created dynamically to run in the report queue and nightly.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.

• Extended column widths to 50 characters to eliminate "Data Truncated" error when running selected monthly reports in Report Queue.

Sales Analysis
Version: 8.7.13 • Date: 2/19/99

New Features:

• Added Customer History Review report that displays principal, cases and sales for a customer.
• Added History by Month Log report that displays primary categories on a month by month basis with quarterly and yearly totals.
• Added Order Number Range and Entered Date Range selectors to the Status Listing Report.
• Added Monthly Trend option to Menu with the following changes:
• Ability to chose bill to, ship to, post to customer in a drop down from the type of customer selector.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• History Generator Report Selection Criteria now includes ‘Item Label Id’ and ‘Order Type Id’.
• New History Generator Report: Principal Summary Report - Brokerage Ranked on Month to Date Totals.

Six Date columns for the following:

Today
Week to Date
Month To Date – This Year
Month To Date – Last Year
Year to Date – This Year
Year to Date – Last Year

• New Unshipped Report: Unshipped Report – by Customer Type / Territory / Salesrep / Customer.
• New Unshipped Report: Unshipped Report –Territory
• Added additional Sortable reports. When selecting a report name with the "Sort-" as the first five characters, double-click on the report format in the selections window to view the sorting options. This also allows the user to save data from a previously run report to be used when selecting different sorting methods and previewing prior to running the report.

Reports Available in History Generator:
Sort-4Date Hist pctchng Brkg Sort-6Date Hist w/Pct Brkg
Sort-4Date Hist pctchng Cs, $ Sort-6Date Hist w/Pct Cases
Sort-4Date Shipto Hist Cs, $ Sort-6Date Hist Pct Cs, Net $
Sort-6Date Hist w/Pct Net $ Sort-6Date Hist Stat Cs, Net $
Sort-6Date Hist Pct Net $, Brk Sort-6Date Hist Net Wgt, Net $
Sort-6Date Hist w/Pct Stat Cs Sort-6Date Hist Cs, Net Wgt
Sort-6Date Hist Cs, $, Net Wgt

• Added additional Sortable reports. When selecting a report name with the "Sort-" as the first five characters, double-click on the report format in the selections window to view the sorting options. This also allows the user to save data from a previously run report to be used when selecting different sorting methods and previewing prior to running the report.

Reports Available in History Generator:
Sort-4Date Hist pctchng Brkg Sort-6Date Hist w/Pct Brkg
Sort-4Date Hist pctchng Cs, $ Sort-6Date Hist w/Pct Cases
Sort-4Date Shipto Hist Cs, $ Sort-6Date Hist Pct Cs, Net $
Sort-6Date Hist w/Pct Net $ Sort-6Date Hist Stat Cs, Net $
Sort-6Date Hist Pct Net $, Brk Sort-6Date Hist Net Wgt, Net $
Sort-6Date Hist w/Pct Stat Cs Sort-6Date Hist Cs, Net Wgt
Sort-6Date Hist Cs, $, Net Wgt

    Reports Available in History Columns:
          Sort-Item Track w/Brkg Sort Item Track Stat Cs, Net $
    Sort-Item Track OI/BB/FG

• New History Report Generator report added. Report shows Net dollars and brokerage with % of total column and % of sales column.
• New History Columns report added. Item Tracking report shows unshipped and shipped cases and brokerage using the New Report Writer sorting options for Manufacturer/Item/Customer and Manufacturer/Customer/Item.
• New Placements report added. New Item Listing report shows initial order date and initial order quantity. This report uses the New Report Writer sorting options.
• Key Items Listing report added and shows initial order date and initial order quantity. This report uses the New Report Writer sorting options. Report is run from the Fileā Openā Key Items Reports option.
• History Report Generator report has ‘Entered Date’ as an added selector for reporting purposes.

• Resolved issue of Order Type Selector only retrieving data when selecting "Both" with options of Order, Credit, Both. Options have been changed to read Shipped, Unshipped, or Both.
• History Generator Report now groups the data by the Bill to Customer’s internal system number and the Principal’s internal system number to help reporting for customers with the same name and different id’s.
• Removed the inoperative History Report (History) feature from the drop-down menu.
• Modified stored procedure to allow Scratch Report to only pull scratch adjustments.
• Resolved sorting problems with Ship To History report.
• Store procedures modifications were made to correct the New Placements report showing items that should not have been considered as a ‘new placement’.

Spoilage
Version: 8.7.7 • Date: 3/12/99

Special Notes:

All new reports for spoilage are stored in a separate report library for the spoilage application just like the other applications use.

• Item Damage Report based on wholesaler
• Invoice Recap Report based on wholesaler
• New Invoice format when posting invoices based on wholesaler

To use the new Invoice format:

• Perform Edit List
• Click post and process through G/L Distribution Summary
• Before processing again, click the report format help and click box to "show all"
• Select "item/memo detail pagebreak (whlsle)" format
• New check format

To use the new check format:

• Go to File, Open, Misc, Spoilage Control
• Click Modifiy and select "H^Y Enterprise Dot Matrix"
• Set up for the new check format can be done in the "Write Check" phase of Check Processing or under File, Printer Setup on the menu bar
• Select a dot matrix printer
• Click the Setup button:
• On the Paper Tab:
• Select the paper size
• Scroll and click on Custom
• Set width to 850 (0.01 inch units)
• Set length to 700 (0.1 inch units)
• Click OK button
• Set orientation to portrait
• Set paper source to tractor
• Click OK button
• Removed improper validation that was being done for payee number and name on all invoices.
• Widened the datawindow control - no scroll bar needed.
• Database commit now happens once the entire process has been completed.
• Locked user in memo number entry until memo number has been entered.
• Added alignments for dot-matrix check forms. None needed for laser form.
• Added time stamps throughout application.
• Report viewer now available during invoicing process.
• The term "Principal" has been replaced with "Manufacturer" throughout the application.
• Memo Journal Entry window has two new radio buttons allowing the user to select whether they want to use item number or item UPC code to look up the item. When looking up the item by UPC code and the code is the same on more then one item a pop up window will appear giving the user the option to select the correct item.

• Invoices did not print payee name if "who pays flag" = Principal. All information was grouped under the first payee name.
• Under Citrix, when viewing memo details, the cent column was cut off.
• Memos to be invoiced disappear and post even if you cancel from app before actually printing the invoices.
• Resolved validation on memo number in memo header entry.
• Resolved moving menus.
• Resolved time stamp on check writing report and G/L dist. summary.
• Item selection in item analysis report locks up app.
• Invoices > aging date selector in Aging Report does not always stay selected. Must use arrow or type y/n to continue.
• Invoicing - run edit list, close invoicing window to bring up PSR viewer. Back to invoicing, must run edit list before you can post.