Assist/E-Syst 2K10: New Features

For an Assist/E-Syst 2K9.01 features list, see  Assist/E-Syst 2K9.01: New Features

VizCRM and VizWeb Integration

As part of RLA's continued support of third-party products to expand the reach of E-Syst and ASSIST 2K, you can now provide a customer research capability to your users of SugarCRM or GoldMine, or to your sales force or customers directly over the internet. VizCRM and VizWeb provide real-time views of customer-related information such as aged open invoices, shipments, and open orders directly in a browser:

Use Viz to:

  • Augment your CRM with data from Assist/E-Syst
  • Provide your customers with a web tool for doing their own account research
  • Give your sales force the customer information they need, wherever and whenever they need it

Custom Fields

In conjunction with the new Configured Interface feature, custom fields can now be quickly and easily added to key applications without the need for program modifications.

Configured Interface

The Configured Interface feature allows you to customize a tab panel in key applications to see or maintain custom fields or standard fields that are otherwise be inaccessible. The initial applications that are enabled for this feature are noted below, under each sub-system. Here is a demo screen shot from Sales Order Entry:

Expanded Exports

Introduced in 2K9.01, this popular capability has been expanded to even more reports. Features include:

  • Standard exports to Excel spreadsheet, web page (HTML), tab-separated text, and XML.
  • Support for multiple worksheets.
  • Easily customizable.

Interface Features

  • Left-arrow and right-arrow navigation support implemented at buttons.
  • Menu text search at the "Go" box.

Accounts Payable

  • Custom Fields and Configured Interface support in Vendor Master Entry (AP100) and Vendor Research (AP200).

Accounts Receivable

  • Custom Fields and Configured Interface support in Customer Master Entry (AR100) and Customer Research (AR200).
  • Option to post detailed cash receipts to Account Reconciliation for any payment type (AR140, AR300). Helpful in credit card reconciliation.
  • Complete control over remarks printing in Customer Master List (AR105).

General Ledger

  • Exportable Account Reconciliation List (GL362).
  • Ability to open a new period and close the previous period on all journals at once (GL800).

Inventory Control

  • Expansion of Item Query to include an attribute search. Search for items by selecting attributes from a set of attribute types:

  • New Bin Master Entry and List (IC130, IC132), with user-defined attributes, dimensions, pick/stow priorities and fixed items with min/max:

  • New Lot Master Entry / List, with user-assigned lot and sub-lot, serialization support, user-defined attributes, and Custom Fields.
  • Exportable Inventory Valuation Report (IC600).
  • Custom Fields and Configured Interface support in Item Master Entry (IC100), Item Research (IC200) and the new Item Packaging Entry (IC101).
  • Item Packaging Entry (IC101). Provides a way to store weights and dimensions for any unit of measure on an item.
  • Warehouse Department Master and List (IC140, IC142). Provides a way to set up physical or virtual locations for tracking sales orders and production orders in process.
  • Single point of entry for Department Tracking on all types of documents (IC328).
  • Ability to sort alternates and substitutes alphabetically in various item substitutes displays.

Manufacturing

  • Production Department Tracking (MR320). Bar-coded tracking of production orders.

Order Processing

  • Ability to maintain sales order line item weight.
  • Price Matrix Import from spreadsheet.
  • Exportable Price Matrix List (OP165).
  • Automatic freight discount support, including free-freight and half-freight options.
  • Configurable invoice overdue grace period for credit-checking.
  • Custom Fields and Configured Interface support in Order Entry (OP300), Order Research (OP200) and Price Matrix Entry (OP160).
  • Sales Order Department Tracking (OP320). Bar-coded tracking of sales order lines. Especially useful for kitted items.
  • Sales Order Department Tracking Research (OP324).

  • Expansion of department tracking displays in Order Research (OP200).
  • Addition of department tracking display to Order Research line items (OP200).
  • Back-order consolidation feature (OP350, OP700). Allows you to hold shippable back-ordered lines a certain length of time in order to consolidate as many line items as possible in a back-ordered shipment, for a potential savings on your freight costs. Automatically prints all shippable back-ordered line items when any single sales order line becomes shippable.
  • Support for standard and non-standard EDI transmission of sales order picking forms. Useful for third-party warehousing services.
  • Ability to set up "will-call" and other generic ship-to addresses (OP300).
  • Support for cash tendered and change due when accepting payments through Order Entry (OP300, OP450).
  • Ability to customize the conditions under which procurements are created in Order Entry (OP300).
  • Automatic and selective re-price option on line items in Order Entry (OP300). Useful for kitted finished goods whose price is dependent on the cost of its components.
  • Ability to view and select line items from sales history when entering new line items on orders (OP300).
  • Option to re-check credit hold after entry of payments through Order Entry (OP300).
  • Property-controlled default values for the Preliminary Invoice Report options (OP440).
  • Customizable item description formats in the Preliminary Invoice Report (OP440).
  • Payment recap in the Sales Journal (OP452).

Purchasing

  • Custom Fields and Configured Interface support in Purchase Order Entry (PO300), Purchase Order Research (PO200), and Received Order Research (PO500).
  • Purchase Procurements Preview and List (PO736, PO738). Allows you to preview, hold and maintain procurements before making them purchase orders.
  • Purchase order header audit (PO300)
  • Ability to exclude items based on assign item attributes from Received Vendor / Item Research (PO532).

Sales Analysis

  • Custom Fields and Configured Interface support in Shipped Order Research (SA500).
  • Ability to exclude items based on assign item attributes from Shipped Customer / Item Research (SA532).
  • Lot search in Shipped Order Item Research (SA530).