What's New

Here are the features that were added to OnRamp during the month of:

Features Added

  • Screens

    • Work Order & Operation Comments S2280 - Improved the screen loading efficiency.

    • Customer Master S1092 - Added the 'Quickbooks Customer Name' field to the Finance tab.

    • Quickbooks Connect S4216 - Added the 'Auto Add Customers' option to the screen, which defaults to no.

    • Part Master S1009 - Added 'UM OH' to the Inventory tab.

    • Work Order Inquiry S1100 - Added 'Part Status' and 'Part Location' to the screen.

    • Work Order Location and Status Update S1134 - Added a toggle control for printing status labels.

    • Inventory Inquiry S1535 - Added cycle count info.

    • Issue Manual Bill of Lading S1551 - Added 'Ship From' to the screen.

    • Layered Audit History S1740 - Added 'Attachment File' to the screen.

    • Prod PO Receipt Summary and Labels S1747 - Added a validation when attempting to print receiving labels with no label template set.

    • Part Quality Alerts / Instructions S2292 - Added the ability to override the part quality images with shop monitor generated image.

    • Non Production Purchase Kanban S4238 - Added the ability to filter existing kanbans by part number.

    • Bill of Material Master S1000 - Added 'Comment' to the screen.

    • Work Order Release Errors S2073 - Added 'Reason' column to the screen.

    • Work Order & Operation Comments S2280 - Added 'Work Center' and work center filter to the screen. Disabled the ability to edit information on the Work Order Operations frame.

    • Conditional Formatting And Customization - Reports S2305 - Added more color options to report conditional formatting.

    • Manually Report PM Tasks S2445 - Automatically defaulted to 1st SPC Position when populating records.

    • Review Raw Punches S2486 - Added employee first and last name to the screen.

    • Work Order Reporting By Work Center S2517 - Added support file under the Record Inspection Results grid to the Online Inspection tab.

    • Request Vacation / Leave S2585 - Changed eligible vacation days to be net of expired.

    • Vacation / Leave Supervisor Approval S2586 - Changed eligible vacation days to be net of expired.

    • Vacation / Leave HR.Approval S2670 - Changed eligible vacation days to be net of expired.

    • Online Inspection for Work Orders S2844 - Added support file to the screen.

    • Report Rework Operations S2845 - Allowed rework report operation to work in a similar way to the report work order operation.

    • Review Cost Center Log In/Out S2858 - Added employee first and last to the screen.

  • Reports

    • Late Hours by Work Center R1043 - Added DCP Group to the report and criteria.

    • Voucher Details by GL Account R1130 - Added new report.

    • Nested Plate Inventory On Hand R1131 - Added new report.

    • Scrap Numbers R3092 - Added customer information to the report.

    • Inspection Steps Overview for Manufactured Parts R3576 - Added 'Characteristic Class' to the report.

    • Paint Schedule R1077 - Added Start Date From and To criteria to the report.

    • NCR Rework R1616 - Added the Quantity summary column to the report.

    • Internal PPMs R3596 - Added the summary for operation defects to the report.

  • Documents, Labels, and Tags

    • Formex Styled Packing Slip D1005 - Updated document to allow comments to expand.

    • Rework Instructions - Option 1 D1069 - Added weight to rework instructions.

    • Vendor Release Option 1 D1070 - Added vendor part number to the vendor release PDF.

    • THK Container Label OR_1170 - Added a new shipping label.

    • Fleet Farm Container Label OR_1171 - Added a new shipping label.

    • Scrap Tag (300 dpi) OR_1172 - Added a new scrap label.

  • General Features

    • Added prototype to PPAP type.

    • Added column for the unique ID number when exporting nest .CSV & .XLS file.

    • Copying an employee schedule will automatically populate the schedule detail.

    • Added a validation to inform users when they attempt to release rework works order without allocation.

Issues Resolved

  • Fixed issue where you could not move manually added Time Chunks in Paint Scheduling where a WC had multiple sides.

  • Fixed issue where New Work instructions would not reload when part was changed in shop monitor control screen.

  • Fixed notification to filter completed PPAP.

Features Added

  • Screens

    • Quickbooks Connect S4216 - Added Quickbooks Online functionality.

    • Perform Audit S8045 - Added new screen.

    • Receive Work Order S1141 - Added Shift field to the screen.

    • WO Late List & Comments S2210 - Added Allocations tab to the screen.

    • Work Order Reporting By Work Center S2517 - Added Shift field to the "Receive WO" tab.

    • Final Inspection Work Order Reporting S2553 - Added Shift field to the "Online Inspection" tab.

    • Nest Scheduling S2819 - Added Op Due Date.

    • Report Op/Defects S3001 - Allowed user to submit rework defect.

  • Reports

    • Employee Warning Report R1279 - Added Employee Name to the report.

    • Summary of Purchase Order Receipts by Date Range R4347 - Added Commodity Code to the report.

    • Revenue by Cost Center with Parts R1084 - Added Color Code to the report.

    • Receipt by Deposit Date R4146 - Modified the report criteria to look at the received date instead of the effective date.

    • Total On Order By ShipTo R4440 - Added new report.

  • Documents, Labels, and Tags

    • Documents N1055 - Added the characteristic class into the inspection steps.

    • WO_LABEL_TYPE - Added a new work order printing type. Print the work order label at the time of the work order release.

    • OR_1166 [MEGA] Velvac Master Label S2038 - minor label adjustments.

    • OR_1168 [MEGA] Velvac Carton Label S2040 - minor label adjustments.

    • [MEGA] Velvac Master Label OR_1166 - Added a new shipping label.

    • [MEGA] Velvac Carton Label OR_1168 - Added a new shipping label.

    • [MEGA] Velvac Carton Label OR_1168 - Update to new carton label.

    • 4 x 4 Part Barcode OR_1169 - Added a new work order label.

  • Dashboards

    • Upcoming Gage Calibrations D2058 - Added new dashboard.

    • Requisition Requires Approval D1234 - Added new dashboard.

  • General Features

    • Android App - Added new screen: Maintenance -> Report Task

Issues Resolved

  • Currency Exchange Rates and Revaluation S1071 - Fixed F/X Reval Message on screen.

  • Fixed issue with Form Recognition processing customer receipts.

Features Added

Added the OnRamp Chat feature.

  • Screens

    • Data Acquisition Schedule S1151 - Added new screen to schedule Shop Monitor and Data Acquisition Commands.

    • Preventative Maintentance Tasks S2431 - When notes are changed in S2431, all notes are now updated for all machines using the task.

    • Receive Subcontract PO S1911 - Added "SC Ship Date" and "PO Due Date" to the grid.

    • Part Master S1009 - Changed process to create part working folder.

    • Work Order Inquiry S1100 - Added "Qty Per to WO" Allocation.

    • Audit Master S1216 - Added function to copy audit code.

    • Customer Account Activity S1278 - Modified total owing calculation on screen.

    • Received PO Inquiry S1609 - Made comments editable.

    • History Management S2027 - Added "V4" column to the screen.

    • Release WO by Schedule Group S2652 - Changed process that creates a working folder.

  • Reports

    • Work Center List R1014 - Added work center picture file.

    • Inventory Transaction History Value and Type R3066 - Added "Comments" to the report.

    • Sales Subledger Detail by Customer and Finance Code R3509 - Added "Return Auth" to the report.

    • Sales Subledger Detail by Customer & Part Bus. Model Group R3607 - Added "Return Auth" to the report.

    • PO Receipt Detail by Vendor R4174 - Removed report auto generation.

    • Sales Subledger Detail by Customer and Finance Group R4299 - Added "Return Auth" to the report.

    • Customer Late Expedite Report R1071 - Added "Open WO",  "WO Due Date", and "OP Status" to the report.

    • Tool Inventory by Location R3508 - Added "Unit Price" and "Total Value" to the report.

    • Project Detail Report (Base) R3544 - Updated the report to show transactions that have no project assigned.

    • Available Paintline Operations R4036 - Replaced Perc. Avail. with WO Qty. Ordered.

    • Earned Hours Summary R4121 - Updated the report to exclude rework hours from earning.

    • Subcontract Operations By Due Date R4258 - Removed work order comments.

    • Summary of Purchase Order Receipts by Date Range R4347 - Added "GL Account" to the report.

    • Project Summary Report (Base) R4362 - Updated the report to show transactions that have no project assigned.

    • Late To Subcontract R4375 - Removed work order comments.

    • Total Sales By Sales Rep R5044 - Resolved duplicate invoice lines caused by multiple partial payments.

  • Documents, Labels, and Tags

    • Documents N1055 - Updated label barcode data.

    • Rassey OP Label OR_1165 - Added new operation label.

  • Dashboards

    • Weekly NNT Inventory Value D1233 - Added new dashboard.

  • Notifications

    • Notified when a layered audit is assigned by management position OR_LAYAUD - Added notification to be Notified when a layered audit is assigned by management position.

    • Upcoming PPAP Due Date OR_PPAP1 - Added notification for Upcoming PPAP Due Date.

    • Notified when a work order is received in the last hour OR_WO - Added a new notification to be notified when a work order is received in the last hour.

  • General Features

    • Shipments finalized that were previously un finalized now have a comment on the invoice referencing the original invoice number and credit created.

    • Increased WO Allocation Per to 5 decimal places.

    • Modified rework work order.

    • Modified history customer late calculations.

Issues Resolved

  • Quote Tracking S1021 - Resolved an issue where uses cannot create a quote spreadsheet.

  • Corrected the Finalize Reconciliation notification message.

  • Updated the finalized reconciliation process to include EFTs when calculating un-deposited customer receipts for bank reconciliation.

  • Resolved a bug that did not allow a work order to close if a subcontract part is not fully received.

  • No longer required to post if depreciation amount is zero in the fiscal period.

Features Added

Added automated vendor performance metrics and an improved vendor performance audit system.

  • Screens

    • Work Center Raw Material Scanning S1142 - New screen to scan Raw Material for a WC's Next Scheduled Work Orders.

    • Execute Archiving S2380 - New archiving module released.

    • Shop Monitor Page Layout Manager S2598 - Added new Shop Monitor layout ORS_RAW_4 which displays a work center's raw material needs for the next 4 scheduled work orders.

    • Modify Project S1007 - Added the Project Name field to the "Project Plan" frame.

    • Work Order Location and Status Update S1134 - Updated screen to be browse only.

    • Release Nested Work Orders S1187 - 1st Piece Sample added to the lower grid.

    • CAD Transfer S4212 - Updated screen to support IFC file extension import.

    • Part Master S1009 - Added Warehouse to the "Inventory" tab. Added Update SO button by the "Order Minimum" field to the "Planning" tab.

    • Issue Manual Bill of Lading S1551 - Loaded look up for ship to base on ship to type.

    • Perform Audit S1667 - Excluded inactive audit ID from Audit ID lookup.

    • Work Order Standard Cost Inquiry S1676 - Added Costs for Work Order, Part, Unit, Standard Material & Labor Overhead to screen.

    • Production Purchase Order Maintenance S1725 - Populated time on date added.

    • NCR Disposition S1995 - Added support document to screen.

    • Scrap Operation Inquiry S2040 - Added support document to screen.

    • Sub Contract Operation Comments S2264 - Added WO comments to screen.

    • Manually Report PM Tasks S2445 - Added SPC input to screen.

    • Vendor Audit Scheduling & History S2536 - Added function to allow user to add schedule for selected audit IDs.

    • Vendor Price Performance Modifications S2673 - Removed excl. column.

    • Shipment Scanning Verification S4058 - Set grid highlight to bright pink when verify count = 1.

  • Reports

    • Part Master Data R1125 - Added new report.

    • Completed Task Performance by Project R1128 - Added new report.

    • Paint Schedule R1077 - Removed overlap summary in report.

    • Employees at Cost Center R1309 - Added new report.

    • Vendor Delivery Performance Detail R3169 - Added report summary.

    • Vendor Price Performance Detail R3189 - Added report summary.

    • Vendor Price Performance Summary R3190 - Only included voucher type R when calculated price performance. Added summary to report.

    • Vendor Overall Performance R3191 - Removed columns PPM, Delivery, Price Performance.

    • Total Shipped Qty by Part R3203 - Added new report.

    • Subcontract Operations By Due Date R4258 - Added work order comment to report.

    • Vendor PPM R4334 - Added report summary.

    • Late To Subcontract R4375 - Added work order comment to report.

    • Vendor Delivery Performance Summary R5002 - Added report summary.

    • Total Sales By Sales Rep R5044 - Excluded freight charges from report

  • Documents, Labels, and Tags

    • Work Order Label 4 x 6 D1063 - Added business name.

    • Report Operation Label D1065 - Added business name.

    • OR_1144 Beacon NDA Shipping Label 1 S2029 - Added Barcode Prefixes. Updated label prefixes.

    • OR_1145 Beacon NDA Shipping Label 2 S2030 - Added Barcode Prefixes. Updated label prefixes.

    • Work Order Status Label 4 x 6 S2036 - Added new label.

    • Scrap Tag OR_1146 - Added business name.

    • Work Order Status Label OR_1163 - Added new label.

  • Dashboards

    • Purchase Order - Option 1 D1003 - Increased quantity ordered column width.

    • Defect Analysis D1106 - Set graph return message when there is no data.

    • Vendor Price Performance D1232 - Only included voucher type R.

  • Notifications

    • The Notification Type OR_NOTIF_TYPE - Added ability to "confirm action" with Notifications.

  • OnRamp Android App

    • WC Raw Mat. Scanning S8044 - Added a new mobile screen to scan Raw Material for a WC's Next Scheduled Work Orders.

    • Perform Layered Audit S8041 - Added a new mobile screen for completing layered audits.

  • General Features

    • Modified message return when user submits scrap by reason.

    • Added time when a purchase order schedule date is added.

    • Put timestamp on purchase schedule date added.

    • Excluded expired Bill of material components when calculating part cumulative lead time.

    • Improved report performance.

    • Allowed users to reduce the number of repeated summary lines in certain reports.

    • Stamped part total material cost & labor overhead cost when release work order.

    • Updated PC Shop Monitor to better interpret missed signals.

    • Improved Line Speed calculation of paint line.

Issues Resolved

  • Subcontract Operations By Due Date R4258 - Fixed error when regenerating report.

  • Late To Subcontract R4375 - Fixed error when regenerating report.

  • Pending Rework Part D1219 - Corrected an error when viewing dashboard that closed an NCR rework.

  • Fixed a bug when printing 0 labels.

  • Fixed a bug that affected work order due dates.

  • Fixed error when adding express supply PO.

Features Added

Added multi-line record deleting for all grids.

  • Screens

    • Pick & Stage Parts S1032 - Updated field to show "No Stock" when inventory has changed since ticket was released.

    • UPS / Fedex Shipments S1063 - Added ability to Ship to Residential Addresses.

    • Auxiliary Devices S1137 - Added new screen to manage Auxiliary Devices attached to the new Shop Monitor board.

    • Device Channel Type Config S2650 - Added ability to have an input report a defect code.

    • Routing Detail S1014 - Added 'WO Message' to 'General' tab.

    • Part Master S1009 - Improved screen performance.

    • Vouch Vendor Invoice S1542 - Added Surcharge costs. Updated Additional Charges Grid to account for vendor invoice from.

    • Supply Master S1988 - Updated the default supply ID screen control to filter out obsolete items.

    • Supply Inventory Management S1989 - Added filter for supply group.

    • Form Recognition Models S4246 - Added drag and drop multi file support.

    • Work Center Master S1019 - Added tab 'Exclusive Reporting Personnel' to screen.

    • Vendor Master S1094 - Added Price Performance Threshold, Last Audited By & On to screen.

    • Sales Orders by Part S1247 - Defaulted min qty order and multiple qty order with those in part master.

    • Customer Contacts S1255 - Extended contact email length.

    • Perform Audit S1667 - Updated vendor performance indexes when user finalized vendor audit.

    • Nest Work Orders S2060 - Added Part Weight, Material Weight and Utilization to grid.

    • Vendor Delivery Performance Modifications S2074 - Added date added & SC ship date to screen. Added validation to check if qty received not equal qty early + on time + late.

    • Import Nest Work Orders S2217 - Added Part Weight, Material Weight and Utilization to grid.

    • Supplier Rejection - Material Deficiency Report (MDR) S2375 - Added excluded from PPM to screen.

    • Manage Site S2396 - Moved sync db file button up.

    • Vendor Price Performance Modifications S2673 - Added new screen.

    • Refresh Vendor Performance S2674 - Added new screen.

  • Reports

    • Tool Inventory by Location R3508 - Added parent location.

    • Work Order Operation Transactions by List of Parts R4263 - Updated to show work orders with remaining quantity.

    • Vendor PPM R4334 - Added option to sort by PPM descending order. Allowed user to sort report columns. Added columns Past 12M & Future 12M. Removed operation defects and rejected quantities from PPM calculation if they are flagged as exclude from PPM.

    • GL Account Drilldown by Date R1641 - Changed column sort order.

    • Vendor Price Performance Detail R3189 - Added new report.

    • Vendor Price Performance Summary R3190 - Added new report.

    • Part by Sum of Vendor Split Percentage R4638 - Added criteria Part P/M. Defaulted to P.

    • Vendor Performance Summary R5002 - Allowed user to sort report columns. Added columns Past 12M & Future 12M.

    • Total Sales By Sales Rep R5044 - Included memo invoices in report Added criteria for invoice status.

  • Documents, Labels, and Tags

    • PA_WO1120 Without Serial (0.5"x1.5") OR_1156 - Add new label similar to OR_1120, but without human readable serial number.

    • Lion Electric 3 x 1 OR_1157 - Added a new customer label.

    • GREENTAG Reprint - w/ Lot and Location OR_1161 - Added a new green tag reprint label which contains lot and location.

    • Added business info factor to print a different label for clone tags having a location status of 'hold'.

    • Added data for specific Rework Instruction templates.

  • Dashboards

    • Slow Moving Inventory Amount D1228 - Updated default values.

    • Scrap Analysis D2056 - New dashboard for Top 5 Scrap Reasons.

    • Internal PPM D1187 - Removed operation defects and rejected quantities from PPM calculation if they are flagged as exclude from PPM.

    • Vendor (External) PPM D1198 - Changed defaulted date from. Removed rejected quantities from PPM calculation if they are flagged as exclude from PPM.

    • Vendor Delivery Performance D1230 - Added new dashboard.

    • Vendor PPM D1231 - Added new dashboard.

    • Vendor Price Performance D1232 - Added new dashboard.

  • Notifications

    • Corrective Action PDF Created OR_CORACT2 - New notification added to be notified when a Corrective Action PDF has been generated. The PDF will be attached to the notification.

    • Notified Buyer when Non Production PO got received OR_N000009 - Added filter so that only buyer can receive notification when their order is received.

    • Notified when there is incomplete released work order OR_N000032 - Added notification to inform operator if bad work order appears in data base.

    • Notify project owners when task status has been changed OR_PRJ005 - Added new notification.

    • Notified employee that their vacation request is submitted successful OR_SHIFTRQ4 - Added new notification.

  • Form Recognition

    • Added support for uploading model documents using drag and drop multi file picking.

    • Added new variable fields.

  • General Features

    • Add/Remove Tools S8042 - Added a new mobile screen which mimics S2618 Add or Remove Tool From Crib. This screen can be found under a new menu category Tooling.

    • A part's non active PPAP Status will now stop any Pick Tickets from being released for that part.

    • Added overnight process to update vendor price performance.

    • Added auto adjust for pennies.

    • Added a notification to inform the user if a work order isn't released properly.

    • Journal Entry N1162 - Checked journal entry exists before posting.

    • OnRamp will update part master fields on a finalized cycle count.

    • Various Paintline Enahancements.

Issues Resolved

  • Work Instruction Viewer S2838 - Fixed issue where Work Inst. Viewer would constantly refresh even if not in focus.

  • Work Order Scheduling (Paint) S4051 - Fixed issue where Schedule Chunks Shortcut to Code List wasn't working.

  • Routing Detail S1014 - Fixed a bug calculating PPM.

  • Vendor Release N1140 - Fixed a bug affecting vendor release overnight process.

  • Total Hooks Painted By Day D1214 - Fixed a date order bug.

Features Added

Added new features to the OnRamp Android App.

  • Screens

    • Data Acquisition Log S2611 - Added log Error Message to screen.

    • Profit & Loss And Balance Sheet S2653 - Added ability to export Current View to PDF or Excel.

    • Clone Tags Management S1106 - Improve screen ergonomics regarding the Select checkbox on grid.

    • Signed Bills of Ladings S2006 - Updated the screen to handle customer BOL files as well as other.

    • Work Center Master S1019 - Allowed user to modify standard hours of group and department.

    • Work Order Inquiry S1100 - Added cost center price to screen.

    • Customer Supplied Material Status (Internal) S1110 - Added warehouse location to screen.

    • Customer Supply Summary by Shipment S1118 - Added buttons select/deselect all lines for delete.

    • Corrective Action 8D S1284 - Added button to reopen corrective action.

    • Employee Master S1722 - Looked up employee shift from local code list EmpShiftCode.

    • Training Required by Work Center S1805 - Changed reference employee shift.

    • US Accident Report S1917 - Looked up employee shift from local code list EmpShiftCode.

    • Scrap Operation Inquiry S2040 - Added filters for part number & WO on screen.

    • SPC Review Data S2367 - Added offset value to screen.

    • External Transactions Master S2415 - Added V7 to screen.

    • Review Raw Punches S2486 - Allowed HR owner to review/edit raw punch.

    • Employee Summary by Date Range and Date S2624 - Excluded employee that doesn't have schedule in selected date.

  • Reports

    • Late Hours by Work Center R1043 - Added comments to the report.

    • Planning Values For Active Parts R3100 - Added CAD Template to the report.

    • Suggested Tooling Orders R3139 - Added suggested quantity to the report criteria.

    • Manufacturing Scrap Report R1002 - Added scrap ID to report.

    • Customer Supplied Receivers IN and OUT R1095 - Added location criteria to report. Included non working days in report.

    • Reported Plate by Work Center R1121 - Added new report.

    • Vouched Receivers Report R1204 - Added voucher effective date.

    • Payment Register - Detail R1207 - Removed duplicated value.

    • GL Account Drilldown by Date R1641 - Added cost center & 2nd description to report.

    • GL Account Drilldown by Type R1642 - Added cost center & 2nd description to report.

    • GL Account Drilldown by Date R3096 - Added cost center & 2nd description to report.

    • Payment Register - Summary R3519 - Removed duplicated value.

    • PO Receipt Detail by Vendor R4174 - Added packing slip date column & criteria.

  • Documents, Labels, and Tags

    • Rework Instructions - Option 1 D1069 - Migrated Rework instructions PDF to the new document templates.

    • Added a fallback for bill to ship to on manual packing slips.

  • Dashboards

    • Parts in NNT Locations D1064 - Linked dashboard with report R4288.

    • History of Earn Hours VS Future Demand D1099 - Added criteria for past weeks & future weeks.

    • SPC Bad Reading D1102 - Added criteria Number of Keys to dashboard.

    • Customer Supplied Receivers IN and OUT D1220 - Added location criteria to dashboard. Included non working days in dashboard.

    • Slow Moving Inventory Amount D1228 - Added new dashboard.

    • Slow Moving Inventory Number of Parts D1229 - Added new dashboard.

  • Notifications

    • Notify Me When A CRA Has Been Authorized OR_CRA003 - Added a new notification to notify when a CRA has been authorized.

  • General Features

    • Added the ability to delete multiple records in a grid at once.

    • Added ability to keep "previous shift" paint schedule for unreported WOs.

    • Removed rep op label printing when reporting negative quantities.

    • Added warning if there is PM work order required to complete before reporting operation.

    • Modified validation messages.

    • Populated cost center price when release work order.

Features Added

Added an improved commission system to handle sales commissions.

  • Screens

    • Routing Detail S1014 - Added button that sets open work orders' stamped scheduling times to current effective routing times.

    • Customer Supplied Material Portal S1083 - Added Customer Return Field to differentiate between RAW new and RAW Customer Return Rework.

    • NCR Rework S2271 - Updated NCR Rework Status to Complete where WO's fully complete.

    • Work Order Scheduling (Paint) S4051 - Work Orders scheduled but not yet reported in Previous Shift, will no longer be unscheduled automatically, but be visible in order for rescheduling manually.

    • Sales Orders by Customer Ship To S1085 - Added Forecast Profile, Forecast Line Rate Code and MRP Days Adjust Code to the sales order header in order to set defaults when adding detail records. Customer order minimum and multiples will also default load from the values set in part master.

    • Work Order Location and Status Update S1134 - Added a new screen for updating work order location and status.

    • Sales Orders by Part S1247 - Added Forecast Profile, Forecast Line Rate Code and MRP Days Adjust Code to the sales order header in order to set defaults when adding detail records. Customer order minimum and multiples will also default load from the values set in part master.

    • Sales Orders by Number S1683 - Added Forecast Profile, Forecast Line Rate Code and MRP Days Adjust Code to the sales order header in order to set defaults when adding detail records. Customer order minimum and multiples will also default load from the values set in part master.

    • Release Rework Work Orders S1997 - Modified screen to not allow changes to quantity or work order allocations while a CRA is matched to it. Also added rework type.

    • Location and Status S8040 - Added a new mobile screen for updating work order location and status. Updated the Location and Status mobile screen to allow work order barcode values or literal work order number values when scanning the optional barcode.

    • Bank Master S1091 - Added positive pay code to bank account frame.

    • Automated Reports Customization S2071 - Added criteria look up to screen. Switched criteria date picker to time value only.

    • Create Bank Positive Pay S2097 - Added Doc Type to screen.

    • Express Purchase Order S2817 - Added option to update VPM with new price.

    • Customer Supply Orders S2870 - Added option to create new component when load order.

    • Receive Customer Supply Orders S2871 - Added component issue type to screen. Replaced Days turn with part lead time.

    • Customer Supply Schedules S2872 - Added component issue type to screen.

    • Modify Released Supply Order Qty & Due Date S2876 - Added search bar to screen.

  • Reports

    • Paint Schedule R1077 - Paint schedule now allows you to select a saved instance ID and compare to Qty Reported as of a specified timestamp. Added location and status.

    • Customer Supplied Inventory Status R1078 - Added Customer Return Field to differentiate between RAW new and RAW Customer Return Rework.

    • PPAP List R3592 - Added customer disposition to the criteria.

    • Employee by Cost Center R4363 - Added department to the criteria.

    • Operation Transaction by Type R4372 - Added Rework Type.

    • Late Hours by Work Center R1043 - Included only open work order on report.

    • Inventory Transaction History Value and Type R3066 - Added customer column to report.

    • Sales Subledger Summary by Customer Ship To R3157 - Added criteria Show to reports.

    • Sales Subledger Summary by Customer Ship To R3187 - Added criteria Show to reports.

    • Operation Transaction by Type R4372 - Switched standard hours with transaction number on report PDF.

    • Sales Detail by Cost Center R4432 - Added criteria invoice type to report.

    • Sales Summary by Cost Center R4436 - Added criteria invoice type to report.

    • Operation Defect Results by Date, Code and Department R4717 - Extended work order column.

  • Documents, Labels, and Tags

    • Shipping Invoice - Option 5 D1056 - Updated other cost comments and included po inline.

    • Work Order Label 4 x 6 D1063 - Added customer serial.

  • Dashboards

    • Today Current WO Lates (Dial) D1009 - Added criteria production days late.

    • Weekly Customer Supplied Volumes D1225 - Added new dashboard.

    • Today WO Lates (Dial - At Day Start) D1226 - Added new dashboard.

    • Weekly Customer Supplied Volumes (HRS) D1227 - Added new dashboard.

  • Notifications

    • Notified when gage calibration is due in 30 days OR_N000031 - Added new notification.

    • Notified of Customer Supply Order Change OR_N000027 - Included Customer Name.

  • General Features

    • Added country code for sender when send SMS.

    • Added user opt-out option when receiving text message.

    • Allowed export to excel special calculation report columns.

    • Can export positive pay file for payrolls.

Features Added

Added drag and drop functionality to the File Picker.

  • Screens

    • Document Storage Retrieval Administration S1128 - Added ability to use a Powerpoint ID as a DSR node.

    • Indented BOM Inquiry S1111 - Increased Part column width.

    • Receive Subcontract PO S1911 - Work Order in second grid now sorts like a number instead of a string.

    • Import Payroll Journal Entries S2710 - Added new screen.

    • Expense Claim Form S2135 - Added ability to match pending expenses to detail lines. When matching, any attachments will be applied to the detail line.

    • Manage Scanned WO Files S4265 - Added ability to process scanned work order files using page identifiers found on the work order pages.

    • Move By Clone Tags S8039 - Added a new mobile screen for moving inventory by bulk clone tag scans.

    • Customer Receipt Maintenance S1056 - Added validation to prevent user from editing bank and account information on unfinalized customer receipts.

    • Process Import Payroll Checks S1131 - Added new screen.

    • Inventory Move S1155 - Added work order field to the screen.

    • Vouch Vendor Invoice S1542 - Changed Check Date to Payment Date.

    • Vendor Payments S1564 - Added button to reprint check with an authentication code. Changed status of payment to 'C' if canceled date is filled.

    • Customer Supply Orders S2870 - Excluded inactive commission code from commission option.

    • Customer Supply Schedules S2872 - Added adjustment transaction to screen.

    • Commission Maintenance S2901 - Added commission status to screen. Added new type Month & QTR to commission code.

  • Reports

    • Document Template Report R1118 - Added new report to view current document templates as well as outdated templates.

    • Vendor Surcharges R3149 - Made report faster and more accurate.

    • Customer Supplied Receivers IN/OUT Detail R1116 - Added new report.

    • Price List by Part and Sales Order R3053 - Added criteria for sales order status and only show effective price list to report.

    • Active Parts With No Valid BOM R3090 - Added criteria effective date. Modified report to list active part with no valid BOM on effective date.

    • Active Parts with No Valid Routing R3559 - Added criteria effective date. Modified report to list active part with no valid routing on effective date.

    • Late Work Orders Break Down R4168 - Added operation qty remaining as required.

    • Operation Transaction by Type R4372 - Added work order type criteria to report.

    • Slow Moving and Obsolete Inventory R4676 - Replaced Comm.Code and Seq Columns with Safety Stock and Past 12M Qty.

  • Dashboards

    • Active Parts (Demand but no BOM) D1028 - Added effective date to dashboard criteria.

    • Active Parts (Demand but no routing) D1029 - Added effective date to dashboard criteria.

  • Notifications

    • Notify Me When A New CRA Has Been Created OR_CRA001 - Added customer return Qty to Notification.

    • Notify Me When A CRA Has Been Approved OR_CRA002 - Added customer return Qty to Notification.

  • General Features

    • Any user can edit their screen shortcuts with the on .

    • Added field search to all screens.

    • In User Options, added OR_SAVE_TO_FILE and OR_ZEBRA_TO_PDF to print to a PDF file.

    • Added the ability to import and process payroll files.

    • Added ability for users to submit scrap at operation if there is enough reported qty at previous operations.

Issues Resolved

  • Express Purchase Order S2817 - Fixed item pricing when generating a vendor PO through the express PO screen.

  • Run Business Model S2344 - Fixed bug that cause error when deletes model.

  • Submit for NCR (Scrap Operation) S1905 - Fixed new scrap label.

  • Work Order Label 4 x 6 D1063 - Fixed paint color on the WO (label).

  • Fixed issue where some Power Point graphs were not generated.

  • Fixed issue where update messages were covered by the Screen Search Bar.

Features Added

Updated the Document Storage Retrieval module interface.

  • Screens

    • Manage Screen Shortcuts S1126 - Added new screen.

    • Document Storage Retrieval Administration S1128 - Added new screen.

    • Review Vendor Part Surcharge (Calculated) S1743 - Remove edit ability. Should be edited on S1936.

    • Express Purchase Order S2817 - Excluded Vendors on Credit Hold.

    • Site Control Defaults S2825 - Added ability to manipulate a screen's shortcuts by Site, Security Group and User.

    • Expense CSV Setup S1127 - Added new screen.

    • Release WO by Schedule Group S2652 - Added the ability to change work center when releasing work orders by schedule group.

    • Pending Expense Claims S4245 - Added Import Expense via CSV

    • Projects Overview S1013 - Added project ID to screen.

    • Scrap Operation Inquiry S2040 - Added rework instruction PDF file to screen.

    • Payroll Groups S2483 - Added button to change start date to screen.

    • Employee Summary by Period S2487 - Filtered active pay group only.

  • Reports

    • Maintenance WO's By Date R4729 - Added (Status) to Production WO Column.

    • Part with Commission R1115 - Added new report.

    • Sales Subledger Summary by Customer Ship To R3187 - Modified to include memo invoice and surcharge.

    • Internal Rejection R3621 - Added new report.

  • Documents, Labels, and Tags

    • Work Order D1050 - Added an OCR identifier for auto detection of scanned work order pages.

    • Work Order - Paint Line D1055 - Added color code.

    • Work Order Label 4 x 6 D1063 - Added color code.

    • PA_WO1116 OR_1155 - Added a new work order label format.

  • Dashboards

    • Open Rework Work Orders D1224 - Added a new dashboard.

    • Pending Memo Invoice D1223 - Added new dashboard.

  • Notifications

    • Notify Me When A New CRA Has Been Created OR_CRA001 - Added a new notification.

    • Notify Me When A CRA Has Been Approved OR_CRA002 - Added a new notification.

    • Notify me when a rework work order is released OR_REWORK001 - Added a new notification.

    • Notified when New Customer Supply Part was Added OR_N000029 - Added a new notification.

    • Notified when operation scrap is finalized OR_N000030 - Added a new notification.

  • General Features

    • Surcharges for a Vendor Part are now automatically added as voucher lines where the part has surcharges in S1743 and the vendor has the flag "Include Surcharge On PO" set to yes.

    • Added quick edit icon to edit personal shortcuts on any screen.

    • Updated Work Order Reporting labels to use the stamped routing.

    • Updated work order label print quantities.

    • Payments will now send a notification if the signature file is missing.

    • Added validation to prevent mismatch between return part number and invoice line part number.

    • Removed validation that blocks user from reverse WO receipt.

    • Altered submit NCR process to replan work order qty when user submits operation scrap (previously, work order qty is replanned after operation scrap is approved).

    • Refreshed shift classification when user manually assigns shift segment that is different from scheduled shift.

    • Added variables 18, 19, 20, 21, 22 & 23 that pull detail employee and shift premium hours for pay file.

Issues Resolved

  • Vision System Management S1123 - Fixed issue with the Override Picture File.

  • Update Invoice Commission S2904 - Fixed issue where selecting a record resulted in re-arranging the record order.

  • Expense Claim Form S2135 - Fixed a bug affecting the expense claim form screen.

  • Sales Subledger Summary by Customer Ship To R3157 - Fixed a bug in the report that affected margin percent calculation.

  • Fixed an issue that occurs when multiple users finalize one given vendor voucher invoice at the same time.

  • Fixed a bug affecting memo invoices resulting in printing old templates.

  • Fixed a bug that affected manual bill of lading PDF item descriptions.

  • Fixed a bug that affected work order reporting labels from printing on the last operation.

  • Fixed issue where Calculation Description was showing % x 100 in S1743.

  • Fixed issue where Inviting Customers to the Customer Portal would not automatically set their security on all environments.

  • Fixed issue where WO Scheduling was not taking into account the Holiday Break week and not showing enough schedule into the new year.

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