Prima Edge Inc

Company grid manager:

Function has been added to updated shared company lists for order pads or PACT lists.

1. Only shared PACTS will show in the combo on the company grid manager.

2. Only shared ORDERPADS will show in the combo on the company grid manager.

3. The lookup grid will now show the shared PACT reference in the lookup - this makes it easy to find the SHARED PACT (and the companies that share it).

Note the company can now filter/see which are the 'parent' PACT in the lookup grid.

Sales Orders - Delete Multiple Lines and Improvement to When a Line can be Deleted:

1. Updated the line delete option so that if the item has 'deallocate' available - then deallocate and delete automatically.

2. Added new feature (exactly like quotes) which will multi-select the grid and delete will then remove lines that it can delete i.e. leave any lines: ordered, invoiced - but will delete lines requested or allocated.

3. Added a system key in sales: When deleting multiple lines this system key when Y will allow lines on a printed despatch note to be deleted by that user. Y/N default N

Note: this allows users when deleting individual lines to remove lines on despatch note (using the system key) i.e. if N they can only remove by jumping to the despatch note. If Y they can remove individually or in batch by accepting in the pop-up.

Journals have also been added on the sales order and the despatch note.

Sales Quotes and Advanced Sales Quotes Character Limits: 

Notes field now allows 1,000 characters to be entered and saved. This is in line with the size of the notes field in sales and purchase order lines.

Supplier minimum quantities

In a sales order, there is now a prompt when changing supplier if there is a minimum quantity set on that supplier record. 

When the supplier is set that has a minimum quantity, when that supplier is selected from the drop down (when entering items in the summary tab on SO's, the quantity is automatically updated.

Sales Quotes and Order Lookups:

Line lookups now show creation date like the main tab does

NON-EDI Purchase Orders: 

1. you can now increase the amount on a non-EDI purchase order after it is completed.

2. you can now add a line to a non-EDI purchase order after it is completed.

Note: the lines will be available for receipt and available for invoicing - will use the lead time of the product as default for expected date.

Changing Supplier on Purchase Order

A supplier can now be changed on a purchase order by overtyping the company at the top of the purchase order.

A pop-up will display items that will be returned to requirements if they are not available from that supplier.

If available, prices and stock from the supplier will be displayed.

Items not from the supplier can still be added by using the Transfer button.

Purchase Orders Lookup:

1. Now shows the supplier’s name in the lines tab lookup.

2. Now shows the Variance in Lines tab of the PO lookup

Requirements – Look-up and pop-up improvements:

1. Updated the ‘Sales Cost’ to ‘Original Sales Cost’ on the header of the lookup (label).

2. Updated the Total Purchase Cost to be Right Justified - money field (like others).

3. Own Stock – the field in brackets that shows 'other depot' stock - the total of all other depots stock displays as [3.0000] - updated to be just 3 unless it is displaying a split pack e.g. 2.75 – as in stock available field e.g. you can see 0.8.

This has been applied in the bottom grid but also in the popup grid and alternatives grid. Should show as [3] or [2.75] NOT [3.0000] or [2.7500]

Purchase Order Fields:

New fields for Product Pack Per and Default Unit directly from the product unit are available in the Main tab of the Purchase Order

New Pricing Option – Pricing Bands included in hierarchy:

Added to the Product and Pricing Tab a new tick box option 'Use Pricing Bands'.

When ticked this will use Pricing Bands before cheapest of pricing options. The existing settings “use price break” and “use direct mailer” will still apply first if set.

If pricing band option is ticked and a pricing band is set a catalogue or product, then instead of automatically using the cheapest of the remaining price options the band will be used. This is useful for managing a fall-back margin/markup - instead of just defaulting to a list price that maybe low/incorrect.

History/Price Check Back Orders and Sales Order Statuses:

You can now view sales orders in the history function which are not invoiced. This is reflected in the line status.

A field has also been added to show the “expected date” of the item which pulls from the linked purchase order line.

You can also select which sales order statuses show by default so you can set filters based on orders not delivered etc. to find relevant information quickly.

Double clicking on the line from the grid will load it into the item search for easy price checking.

“Refresh Grid” has replaced “Search” to make the function clearer for users.

1. Product Lookup: Add pack per filter (text only i.e. type in number will find pack per) in both grids. Show pack per in both grids as new column. Also added to the unit columns along with 5 new columns - Weight, Height, Width, Depth and Volume. 

2. Added filter to easily find protected products Y/N/blank tick box. Also added a new column protected products grid.   

Product Cost Price on split units auto updates: 

When updating product cost price, this will now update any spilt units by the pack per on the product unit.

e.g., product gets updated by preferred supplier terms price then the pack per 25 will get updated and the each price will be updated to be same price divided by 25 (and landed cost with margin added if set).

Catalog Default Margin:

When a catalog imports, if there is no sell price or List Price, a default margin can be applied to the catalogs.

This is controlled via the Administration and can be overwritten on a catalog-by-catalog basis in the catalog lookup

Brand Weighting: 

1. Added to the administration to weight brands - will be applied to product and catalogue items by PG number.

2. Product record now shows 'total web weighting'.

3. Total weighting values will be sent to the PrimaGo collection for search when changes are triggered i.e. individual products updated (priority order) or brand updated in administration 0 to 9 per brand.

Products Lookup and Products Main Grid Manager: 

1. Added a filter for the WSControl company in both - Y/N/none

2. Added a filter for WSCONT drop down - will show all the WSCONTROL companies and can select any/all.

3. In products main grid manager 'results', a new option has been added to update the WSControl field (new field) to Yes or No.

When ticked, this means the product is on the web for that WSControl company. When one WSCONTROL is ticked, the overall status 'available on web' should also be ticked.

Catalog Header: dealer catalogs - when no supplier is present on catalog header - enable a button to update suppliers. BASED on Manu1=FEL, MMM etc.

This will create suppliers for the products that exist in that catalog where a supplier based on the supplier REF 3 letter code exists/matches.

Note: if manu1 is Fellows FEL on creating a product this supplier record will be created automatically if that supplier has this ref.

Note: 2 this button allows new suppliers to be set up/added - product creation already sets the supplier on dealer catalogs.

Supplier Record – Fixed Reorder Quantities:

A new field has been added against a supplier record in a stock product for fixed reorder quantities. If customers wish to order a quantity under the reorder quantity, bulk purchasing will need to be used in requirements.

Catalog Updates & Display Products on the Web:

In the catalog header, there is a new Web Group filter. Users can set which web groups they don’t want available on the web for new products.

Supplier Records Lookup:

Minimum Quantity, Reorder Multiple, and Not in Catalog have been added to the lookup grid

Not in Catalog and Returnable are now available filters

Stock Product and Catalogue Tax Rates

On import of a new catalog, there is a new system key to update stock product tax rates.

Under Administration > System Keys > Trust Preferred Supplier Catalog Tax Rate Y/N

Setting this to Y means the stock product tax will be updated based on the preferred supplier catalog tax rate

Tax rates have been added to the product and catalog lookup filter and grid managers.

Stock Locations – Products and Warehouses:

Setting a bin now uses a narrow search to find the bin more easily in:

• Warehouse when a depot is selected and you’re setting a default bin.
• Receipt note lines default to stock location, warehouse and warehouse location – which can now be updated to a new warehouse and location using text search.
• Stocktake (now can set the warehouse and bin location) - using text search.
• Stock transfers (added text search on warehouse and locations).

Product Weights

Now display 3 decimal places

Receipt Note Quantity – booking in a larger amount than ordered:

Prima will now allow a quantity to be receipted in that is greater than on purchase order with a warning: 'This will update your purchase order and put the additional items in stock'.

This will ONLY be allowed for STOCK PURCHASE LINES on the receipt notes OR standard delivery lines that could be sales - but the new increased quantity would be added to the purchase order line as a stock line. 

Background: Some suppliers will increase the quantity they send - because there's a minimum quantity or there's a package amount as standard e.g. asked for 120 but got sent 144 in the pallet.

Delivery Notes Van Routes: 

Changing the location on the delivery note with one that has a different van route, now updates the van route on the DN. 

Note: this happens when changing the address on a sales order - so this is now equivalent.

Dispatch Emails:

When emailing a dispatch note, it now emails to the sales order contact – the order placer – rather than the primary contact.

Sales Invoice Lookup: 

1. Added 2 new columns Landed Cost and Landed Margin to the main lookup grid.

These new columns will only display the actual cost AND actual margin - for users who can change cost price (setting in user administration). These columns will show landed cost and margin - if the user is set as 'can't updated actual cost'. Note: actual cost is 0.00 on a sales order until the despatch note is completed.

2. Lines lookup now shows creation date and invoice date like main lookup does.

3. New lookup option to “update actual cost” (and landed cost if applicable) in batch for the lines selected.

This is controlled by an admin setting against user accounts – Can Update Actual Cost Price in Batch Y/N

Added to the lookup a new control - popup (like commissions) to set an actual cost - will show lines selected and inform user which can be updated.

• This popup will only be available IF all the LINES in the lookup have the same product code selected. This will then update the actual cost and sales cost for all the lines, providing that they are not on a commission-paid sales invoice line.

Sales Invoice Delivery Charge:

Del. Sell is now editable IF the despatch note is linked to a sales order. It will open the relevant sales orders up and let the dealer overwrite the amount(s).

Sales Credit Restocking Fee:

An extra level of discount can be applied at header level.

1. A header field that allows a customer to set discount by amount or by percent has been added to credits and customer return notes, this discount is then applied to the lines i.e. sharing it over the lines.

2. A default discount can be added by system key as a percentage. This can be overtyped.

System Key is in Movements: with default value - default is 0%

Purchase Invoice and Credit Lookup Lines mode and Forms: 

1. Purchase/Credit Invoice Lookup Grids in Lines mode: Tax Description

2. Added classification and department to all forms PI's and PC's

Batch Printing/Emailing Invoices:

“Sort by Route” for printing has now been added.

Single Invoice by Despatch Note Improvements:

If there are multiple despatch notes for a sales order, when the invoice is created, they will go onto one invoice rather than being separated.

This uses a flag in invoice available lines to denote separate invoices for this invoice type

Commission Reports:

When invoicing deposits - these lines will NOT be included in the commission report.

Commission reports will only calculate the commission when the balance (or part balance) is invoiced and will include the commission that was NOT paid on the deposit invoice.

i.e. the sales person will only be paid commission when the balance or part-balance is invoiced (or paid - depending on when that dealer pays commission: on invoice or on paid invoice).

Reorder Level Analysis Report:

Now includes the following:

• Month-by-month purchase quantity (originally showed the quantity sold for the period selected by not a month-by-month breakdown)
• Minimum order against the preferred supplier
• Weight/Height/Depth/Volume of the product

Company Defaults:

Purchase Order default report now available

Price Breaks/Direct Mailer Pricing/Pricing Bands Y/N default now available

Defaults for three pricing values added.

New Export Options

Cloud financials:

Change to make financial posting number the unique record to 'find invoices' for updating instead of trying to match an invoice number. More accurate for cloud financials invoice updating.

General Update: Orderpads: Items deleted on catalog import - now get removed from the orderpads automatically.

General Update: Drop Ship purchase invoices will not be stopped from auto-matching even when 'Only auto match receipted despatch notes' is set to Y.

General Update: Products: negative pg products can no longer be set as protected - if ticked it will be automatically unticked when saving. There is no meaning as these are custom products and help to distinguish which protected product information needs to be sent to the PrimaGoV2 collection for searching.

General Update: Expected Date in a sales order line, price history, and sales order grid now won’t show if the order is invoiced to improve loading speed.

General Update: When building Requirements and Purchase Orders, the PACT code is no longer automatically put into the requirements line if the line is not on a PACT.

When building a PO, the system key against companies should be used – the default is not to merge the PACT items onto one purchase order. If this is set, it no longer uses the PACT code in the line but tries to add/build a PO with or without the PACT code on the same PO.

General Update: Maps print icon and right-click location maps for multi-location now re-enabled