E-Syst/Assist 2K8: New Features

Interface Features

  • Spread display graphs, including bar, line and pie charts:

  • Sales and Purchase Order Processing task menus:

  • Right-click copy option on any data field:

  • Right-click paste option on any focused data field.
  • Improved progress display and speed for most reports and updates.
  • Configurable option to force upper-case data entry.
  • Alt-Home hotkey to jump to the NavPane "Go" box from application.
  • New Vista-like pathbar for navigating menus:

  • Double-click application tab to close application.
  • Font and window scaling on supported monitors.
  • Browser URL and Google search support in "Go" box.

Forms

  • Standard and custom cover notes for all auto-send forms.
  • E-fax gateway support for faxing forms by e-mail.
  • Configurable custom line item sorting on selected forms.
  • New Customer Credit Inquiry Response form (AR705).
  • Configurable control over kit component printing on all Sales Order forms.

New Exports to Spreadsheet

  • Preliminary A/P Check Register (AP440)
  • A/R Aged TRial Balance (AR520)
  • Item Audit report (IC560)
  • Received Order Item History (PO620)
  • Shipped Vendor Item History (SA624)
  • Cash receipts Detailed Commission Report (SA644)
  • Customer/Item Promo Report (SA648)

Accounts Payable

  • Aging totals display graphs, including bar, line and pie charts:
    • Vendor Payable Totals (AP221)
    • Paid Invoice Totals (AP231)
  • Configurable option to edit addresses in Vendor Research (AP200).

Accounts Receivable

  • Customer Master Entry (AR100): new extended "Audit" button for displaying history of changes to the customer master.
  • Configurable option to edit addresses in Customer Research (AR200).
  • Customer Receivables (AR220): new "Form" button for printing and/or sending a customer statement.
  • Aging totals display graphs, including bar, line and pie charts:
    • Customer Receivable Totals (AR221)
    • Paid Invoice Totals (AR261):

  • New drill-down from paid invoice in Paid Invoices (AR260) to Shipped Order Research (SA500).
  • Payment Processing improvements in Cash Receipts Entry (AR300). Authorize credit/debit card payments automatically.
  • New Customer Credit Inquiry Response form (AR705).

General Ledger

  • General Journal Import (GL301) for importing payroll check register postings.

Inventory Control

  • Item Lot Entry (IC103) for quick lot master access and edits.
  • New lot edit button in Item Research lot display (IC200).
  • Reconciliation history header and line remarks in Closed Reconciliation Research (IC500).
  • Due-in and due-out quantity choices in Inventory Valuation Report (IC600).

Manufacturing

  • New extended "Audit" button in Production Order Research (MR200) extended options for displaying history of changes to production order headers.
  • Display of current route, step, and department in Production Order Research (MR200).
  • New extended "Audit" button in Production Order Entry (MR300) extended options for displaying history of changes to production order headers.
  • Display of current route, step, and department in Production Order Entry (MR300).
  • New Production Department Tracking Entry (MR320) for tracking a production traveler through its production route.
  • Display of current department of open production orders in Item Research (IC200) flash tab.

Order Processing

  • Payment Processing capability directly from Order Entry (OP300). Apply various types of payments at the time of order entry.
  • Ability to enter a custom kit bill of materials in Order Entry (OP300).
  • Configurable auto-copy-complete when copying a new order from an existing source in Order Entry (OP300).
  • Direct edit of line fields by double-clicking on field in lines display grid in Order Entry (OP300).
  • Configurable ability to edit remarks from Order Research (OP200).
  • New "Labels" button in Order Research (OP200) and Order Entry (OP300) for easy line item label printing.
  • Configurable control over kit component printing on all Sales Order forms.
  • Configurable option to pre-assign invoice number to all new orders and new back-orders.
  • New Deleted Order History Research (SA500?DEL).

Purchasing

  • Spread drilldown to detail, by double-clicking on a cell in the spread display:
    • Vendor/Item Receipts Spread (PO560)
    • Item/Vendor Receipts Spread (PO562)
    • Vendor/Item Class Spread (PO565)
    • Item Class/Vendor Spread (PO567)
    • Item Receipts Spread (PO580)
  • New "Labels" button in Purchase Order Research (PO200), Purchase Order Entry (PO300) and Received Order Research (PO500) for easy line item label printing.
  • New Deleted Order History Research (PO500?DEL).

Sales Analysis

  • Spread drilldown to detail, by double-clicking on a cell in the spread display:
    • Customer/Item Sales Spread (SA560)
    • Item/Customer Sales Spread (SA562)
    • Customer/Item Class Spread (SA565)
    • Item Class/Customer Spread (SA567)
    • Customer Sales Spread (SA570)
    • Item Sales Spread (SA580)
    • Salesperson Sales Spread (SA590)
    • Salesperson/Returns Spread (SA595)
  • Configurable ability to edit remarks from Shipped Order Research (SA500).
  • New "Labels" button in Shipped Order Research (SA500) for easy shipping label printing.

Payroll

  • CheckMark (TM) Payroll interface.