 De
Facto Software is pleased to announce the release of version
5.3 of de Facto S5 Accounting and ERP software.
The latest release of de Facto S5 features a number of enhancements
which provide the user with increased functionality. Further
enhancements focus on ease of use, leading to greater efficiency
of operation and consequent gains in productivity.
Some
of the key developments in v5.3 include a number of Warehouse Management System (iWMS) enhancements.
Banking -
Financials Enhancements
On
line Banking Review and Direct Debit Collections
- Importing Statements for reconciliation.
The previous 'Select Import File' window has now been replaced by the 'EDI Import
Selector' in order to standardise import file selection in de Facto S5. When used for the
first time it will be necessary to define the path where the file is located.
This window is then used the same as other EDI type imports and has the extra functionality
of that window.
This
new functionality will not affect customers currently using
Purchase Ledger Auto Payments and no changes to their system
will be required. It is also expected that existing file transfer formats
will be valid for Sales Ledger Auto receipts. The setting up of
the file transfer specifications
for direct debiting will require assistance from De Facto implementation.
Costing
Module Enhancements
Default
Job Items and Contract Terms on a Job
An enhancement to Job Costing now allows default Contract Terms and Job Items
to be added to each Job record for use in sales and purchase transactions.
Previously
each time a sales or purchase order was raised for a Job the item and contract
terms had to be manually entered. Now a default job item and contract terms
can be defined against each job which saves time and ensures accuracy when
inserting sales and purchase orders for jobs.
General
Enhancement
Linked
Transaction Button based on Sales Order and Purchase
Order Credits
When a Sales Order Credit or Purchase Order credit is created
using the 'Base On' function, a 'Linked Transactions' icon
is displayed
on
the
transaction header.
The linked transaction window lists the transaction upon which
it was based and a 'Go To Transaction' button opens the related
transaction.
Call
Logging - Tele Search list - Go To
The Call Log window has been enhanced to provide 'Go To' functions for the customer,
supplier, prospect, etc lists.
In
previous versions the 'Go To' buttons, 'Open To Do List',
'Open To Do list with predefined filter', 'Add a new event,
'Go to
the account details' and 'Go to the selected customer ....' were only available
for customers, suppliers etc displayed in the upper call details section. These
can now be used for any account in the lower section as selected from the customer,
supplier, prospect etc menu.
Directory
Services Support
S5 now provides support for LDAP / Active directory integration. This will allow
the contact directory to be shared with Exchange Server via Active Directory
and then utilised by Outlook E-Mail clients as a LDAP based address book. de Facto S5 contact details can therefore now be accessed from within Outlook or other LDAP (Lightweight
Directory Access Programme) compliant client software.
This facility
requires configuration by our implementation team.
Logistics Enhancements
Product
Metrics displayed in Sales Order and Purchase Order Processing Transactions
When a product has been assigned to a Metrics group this information is now
indicated in all sales and purchase order transactions. In the transaction
detail line window
if the selected product belongs to a Metrics group the letter 'M', coloured
blue, will be displayed near the top of the window. Clicking on the 'M' opens
a window
displaying the metric details for that product.
Sales
Order Processing - Logistics Enhancements
Insert
Sales Enquiry from Sales Order Customer window
The option to insert a Sales Order Enquiry has been added to the Sales Orders > Customers
window. Clicking on the SOP button displays the options to create an Order,
Credit, Quotation or Enquiry.
Missed
Sales Analysis Report
The Sales Order report 'Missed Sales Analysis' has been amended to clarify
the data. Now both the Ordered Quantity and the Missing Quantity use the same
ordered UOM unit. Previously the Ordered Quantity used the ordered UOM but the Missing
Quantity
was reported in the Base Unit measure.
A
new column to show the missed order value has been added.
Sales
Order Customer Window Enhancements
Two new features have been added the Sales Order Customer window.
1.
Hide Scratch Pad.
A new option on the Sales Order Customer
window allows the scratch pad
to be hidden enabling a larger area to display data from the Sales Order history
Vistas. The user may toggle between the two views. If required, the option
to hide the scratch pad may be set as the default for each
customer type record.
If this is selected the toggle option is not available and the scratch pad
cannot be viewed unless the customer type view is changed.
2.
Sales Order History Drop
Down Menu.
In previous versions only one Vista each could be defined as
the default for Sales Order transactions and Sales Order
details, a drop down
menu has been added to enable different vistas to be selected
thus changing the data
which can be viewed.
Stock
Control - Logistics Enhancements
Facility to use F keys for WMS Handheld Commands
In WMS Parameters a new parameter called 'Command Keys' allows the user to define keys on the handheld device to perform any functions that appear on the device as menu options, eg Start, My Load, New Task, Unload etc.
The Handheld device can be configured to use the ALT, CTRL or Function keys together with an other numeric or alpha character on its keyboard.
Certain key combinations are reserved by Windows and cannot or should not be used e.g. CTRL + 2 closes Citrix and CTRL + D can close handheld processes. In testing it has proved to work best using:
- CTRL + alphabetic characters
- ALT + numeric keys
- Function keys + numeric keys
Note: other combinations can work fine as well.
Packing Constraints - Facility to vary by Task Type
An enhancement has been added to WMS Task Type records to allow a fixed packaging product to be allocated to the task.
When using the WMS Handheld Processes 'Pack' function for a product that originated from a task with an allocated packaging product the packaging details are automatically copied through to the Packing Details window, thus saving time and the need to know the appropriate packaging product.
Show Zones in WMS Handheld windows
When using the WMS Handheld Processes 'Product Query' and 'Location Query' in addition to the warehouse and location being displayed, the Zone, if applicable, is also displayed.
Transport - Logistics Enhancements
Sorting Transport Load Assignments
The Transport 'Assign Request to Load' window now has column headings 'Load No', 'Reference' and 'Status' which allow sorting of the list. The Reference list sorts either in numerical or alphabetical order. Where the references are alphanumeric then the sort is according to the 1st digit.
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