July 2010 Release
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Software Release Date: |
7/18/2010 |
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Topic Publication Date: |
4/17/2011A |
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AThe information in this topic was initially published on 9/17/2010 as a PDF document. It was first published to the web on 10/14/2010. |
Click on these links to go directly to the new feature descriptions for that functional area.
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# |
Feature Title |
Feature Description |
Functional Area |
Auto, |
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1 |
The name of the Payment History screen has been changed to Invoice History. This affects both the Accounts Payable tab and the Purchasing tab. See Invoice History for an example of the screen. (The screenshot is a part of the discussion of another feature.) |
AP |
Both |
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2 |
Vision now provides Dunning notices, collection letters that you can customize and print on demand. For details see Dunning Notices. |
AR |
Both |
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3 |
If you use LaserCat, you can now see part quantities that are available in all warehouses in your system. See LaserCat Alternate Locations Availability for an example. |
CAT |
Auto |
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4 |
Auto Sourcing by Customer |
Vision now lets you exclude auto-sourcing on a customer-by-customer basis. A new Exclude selection has been added to the auto sourcing options at the customer level. Customer Maintenance —> Sourcing and Electronic Orders > Auto Source : Sourcing Type: • None • Both • Electronic • Vision • Exclude When you select Exclude for a customer, it overrides any auto-sourcing configuration set up at the warehouse level. With this option set to Exclude, sourcing for this customer must be done manually. |
CM |
Both |
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5 |
Prohibit Core Returns by Customer |
You can now prohibit core returns on a customer-by-customer basis. You can prohibit core returns for a customer by setting the check box here: Customer Maintenance —> Order Preferences > Order Processing : Prohibit Core Return The prohibition can be overridden by a user with the job function When a customer has Prohibit Core Return set, a Prohibit Returns message is displayed in a red box under the Action box on the Current Order screen and the Core option button is disabled. If the user has the OE RETURNABLE OVERRIDE job function, the Prohibit Returns message is in a yellow box and the Core option button is enabled. |
CM |
Both |
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6 |
Purging Customer A/R |
Now, you can specify how long to keep a customer’s closed accounts receivable records on a customer-by-customer basis. You specify the number of months here: Customer Maintenance —> Accounting : Number of Months to keep Closed A/R When you run EOM, the system purges any closed A/R records for the customer that are older than the specified number of months. This is particularly useful if you use a single standard cash customer (for example, for walk-in customers). If you have a lot of walk-in business, the large number of A/R records generated and saved can begin to affect the system. The system can become sluggish when working with that single standard cash customer. Purging the closed A/R records will speed things back up again. Note: You can still purge the Accounts Receivable history through the following: |
CM |
Both |
|
7 |
Vision now allows you to include past due service charges in the current period’s service charge calculation. Vision also allows you to specify which A/R aging period to begin applying service charges.
See Service Charge With Past Due Option for details. |
CM |
Both |
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8 |
Now you can turn off CRM pop-up alerts. See Disable CRM Pop-up Alerts for instructions. |
CRM / HP |
Both |
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9 |
Vision now provides the means for managing contract delivery drivers. In Vision, you configure contract drivers as non-inventory vendors with point rates, fuel rates, and tax rates. You also set up customer ship-to locations with points along with points for associated warehouses. Vision provides two new reports that let you track delivery charges by driver and delivery charge expenses by customer. See Delivery Driver Charges for details. |
DDS |
Both |
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10 |
Vision now provides the means to transmit PartSource update files to an Activant Eagle for the Aftermarket system. See PartSource to Activant Eagle for the Aftermarket for details. |
FM |
Auto |
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11 |
Vision now lets you choose at the dealer level whether to include core costs when you post inventory adjusts to the general ledger. See Core Cost in Inventory Adjustments for details. |
INV |
Both |
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12 |
On a part class basis, you can now set a minimum part cost when considering excess inventory for transfers.
See Minimum Part Cost for Excess Transfer for details. |
INV |
Both |
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13 |
Vision now provides you with the ability to create and assign volume discounting plans on a customer-by-customer basis. These new discount plans take affect based on the order total. Typically, these discount plans provide incentives for your customers to place larger orders to get a larger discount. See Order Volume Discount Plans for details. |
OE |
Both |
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|
14 |
When you know for certain that you have a part in stock, you sometimes promise your customer that it will be available. Vision now lets you indicate that promise on the order entry screen for each line item, and Vision propagates that indication through to the pick ticket or invoice. See Promised To Customer Indicator for details. |
OE |
Both |
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|
15 |
The Invoice Print setting is a preference you set on a customer’s ship-to screen. Vision now lets you change this for each order. The default is the setting from the customer’s ship-to. See Invoice Print on Per Order Basis for details. |
OE |
Both |
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|
16 |
The family pricing and quantity break pricing features in Vision have been enhanced to clearly display during order entry when a part has family pricing and/or quantity break pricing available. See Family Pricing and Quantity Break Pricing Order Entry Display for details. |
OE |
Both |
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17 |
Now, you can associate a product template with a manufacturer or a part class. Then, when you upload new products using the product upload from spreadsheet function, required values that are not specified in the spreadsheet are taken from the applicable default product template. For detailed information, refer to Product Template Associated with Manufacturer or Part Class. |
PM |
Both |
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18 |
You can now use a spreadsheet to upload customer price level overrides. You upload the price overrides contained in a tab-delimited text file (.txt) placed in CONV.WORK by using a Vision Back Office menu option. For detailed information, see Customer Price Level Overrides Upload. |
PRI |
Both |
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19 |
Vision now lets you edit the data in Telepricing Hold files. See Telepricing Hold for details. |
PRI |
Auto |
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20 |
Family Pricing Applies When Price Overridden |
Vision now gives you added control over whether a part receives family pricing or not. You can now specify whether to apply family pricing to parts whose price has been overridden. This is done with a new check box control located at the dealer level, here: Vision Configuration —> System Configuration —> Dealer Information —> Dealer OE Settings : Apply Family Pricing to Override Price Lines When this control is clear (unchecked), the system behaves as it did previously. That is, if the part price has been overridden, the system ignores family pricing for that part. When this control is set (checked), the system uses any applicable family pricing regardless of whether or not the part price has been overridden. |
PRI |
Both |
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21 |
Vision now provides a significantly enhanced Replenishment Models functionality. Besides a very much improved user interface, the overall replenishment performance has been improved. Setting up and applying changes to replenishment models is easier, smoother, and faster. See Replenishment Model Screen for details. |
PUR |
Both |
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22 |
Vision provides several enhancements to the replenishment reports, including the addition of new reports, a new buyer field and the option to sort by the buyer field. See Enhanced Replenishment Reports for details. |
PUR |
Both |
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23 |
Open and Pending on Current PO |
You can now view open and pending purchase order quantities in the purchase order list view when you add a part to the Current PO screen. Once you accept a line, you can view pending and open quantities in the list view. Purchasing —> Current PO list view: • Tot Open PO Qty • Tot Pending PO Qty |
PUR |
Both |
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24 |
You now have control over what level of changes made to reorder point, line point, or safety stock are actually reported on in the PRODUCT ROP/LP CHANGE REPORT. Now, you have the option of restricting the report to those products whose magnitude of changes meet certain criteria. See ROP/LP Exception Reporting for details. |
PUR |
Both |
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25 |
This new option lets you stock parts in anticipation of increased demand that may result from sales events. When you turn this option on, whenever a reorder point calculation is done, whether from the menu or during EOM, the new Warehouse Demand Safety Factor field will be evaluated. If the average monthly usage (AMU) factor in the replenishment warehouse is greater than the Warehouse Demand Safety Factor entered for a product class, then the reorder point and line point for the part will be set to at least 1 (one) in all of the warehouses replenished by that replenishment warehouse. See Warehouse Demand Safety Factor for details. |
PUR |
Both |
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26 |
Vision now allows you to perform a three-way match process to match up purchase orders, advance shipping notices, receiving reports, and invoices. Here is a brief description: Vision receives inbound ASNs and vendor invoices via AConneX DX. The system compares the ASNs to their corresponding purchase orders and flags any discrepancies so you can manually fix them. The system also compares vendor invoices to their corresponding receivers and again flags any errors so you can fix them. The system allows you to apply changes to an ASN and you can apply ASN changes to the vendor invoices. Once a vendor invoice has no errors you can placed it on a voucher. See Three-way Match for details. Note: This is a licensed feature. |
PUR / AP |
Both |
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27 |
New Vision functionality gives you improved handling of Advance Shipping Notices (ASN) received via AConneX DX. This functionality lets you resolve discrepancies between shipped merchandise and the associated purchase order before the merchandise even arrives at the warehouse. Because discrepancies are caught and dealt with beforehand, you can scan more merchandise at receiving instead of setting it aside for later discrepancy resolution. This can potentially speed up your receiving process. See Advance Shipping Notices Through AConneX DX for details. |
PUR / AP |
Both |
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28 |
New Vision functionality lets you process electronic invoices received via AConneX DX. See Electronic Invoice Processing Through AConneX DX for details. |
PUR / AP |
Both |
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29 |
Email Maximum File Size |
You now have control over the maximum file size you can send in an email. Originally, this limit was fixed within the program and you could not change it. Now, you can set it to meet your particular business needs. Vision Configuration —> System Configuration —> Dealer Information —> System Email Information : Email Filesize Max for Spooler Manager |
SYS |
Both |
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30 |
Vision now provides a separate print queue for transfer invoices. See Transfer Invoice Print Queue for details. |
WHS |
Both |
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31 |
A new option at the warehouse level lets you specify whether orders will default to demand level pricing or not, depending on customer settings. See Order Demand Pricing Default by Warehouse for details. |
WHS |
Both |
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Click on these links to go directly to the new feature descriptions for that functional area.