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Activant Turns v5000

New Features and Benefits

Version 5000 Enhancements suite Course 1 of 2

This class is designed for…

Turns users upgrading from version 4000System AdministratorsEmployees who oversee:

System administrationAccountingOrder/quote entrySales analysis

Objectives

Identify the new featuresDetermine how these features will benefit your company

This course will NOT cover…

Established featuresEnhancements for:

InventoryPurchasingWork Orders

New Features - Administrative

SYSTEMNew Program to identify high resource usage

Jobstream Processor ZO(JSP)Additional programs can be added

Page Up/Down added to some programs

New Features - Administrative

Fax ModuleChange to defaults for reportSet times for faxing based on formStandard Comment capability for FAX

Email Module EDI “from” defaults“Export to Spreadsheet” Module

Additional programs spreadsheet “friendly”Can change name of spreadsheet file

Help Lookup set up for Serial Number ModuleComma search set up

CPU Utilization UTL(ZCPU)

Provides system performance informationLocated on standard Utility menu, UTL


Gathering statistics - each time is different

Users calculation= 1 each login to server+ 1 each active window per userSo, If I am the only person logged in:

not using facetterm = 1 user1 active facetterm window = 2 users4 active facetterm windows = 5 users


Gathering statistics - each time is differentLoad average

5, 10, and 15 minutes ago


What does it mean?CPU Idle


What does it mean?Swap activity (AIX only)

+ = Into memory from disk- = From memory to disk


What does it mean?List of tasks

Turns tasks only – other types may existSorted by descending CPU usage3rd column shows percentage of CPU time used by taskProcesses using less CPU than 0.5% not listedOne process cannot use more than 100% of available CPU

Usage scales based on physical CPU availabilityExample: If 1 CPU, process would use up to 100%If 2 CPU, same process only up to 50%“N” CPU, process utilizes 100/N %


What does it mean?List of tasks

Turns tasks only – other types may exist may need to be reported to Turns Support

1. System may be slow2. Everything looks okay3. More to process than processor

power available 4. 1 and 35. None of the above

What does this screen tell you?

AppShare

CPU Utilization UTL(ZCPU)AccessingCurrent performance

Jobstream Processor ZO(JSP)

Programs available to add to a jobstreamBack Order Pick Ticket Printing BOM(BOOP)Copy Item Data Whs–to-Whs D2(IMMCP)Inventory Status Report I(IS)Lot Expiration Listing ILNM(ILX)P/O Receipts Projection Q2(QW)

Selection criteria also available to print

Page Up/Page Down

ProgramsB/O by Customer Inquiry BOM(BOCI)B/O by Item Inquiry BOM(BOII)G/L Activity Inquiry G(GTL)Accounts Payable Inquiry N(NI)A/P History Inquiry N(NIH)Order Inquiry OO(OI)Item Price/Availability Inquiry (OPQ)

Item , search

Page Up/Page Down

ProgramsPurchase Order Inquiry Q(QI)Receipts History Inquiry Q(QRI)P/O Items on Order Inquiry Q(QT)Work Order Inquiry WO(WOI)Work Order By Item Inquiry WO(WOII)

Page Up/Page Down

Additional modifications(S)ummary and (D)etail mode option

Only Summary has page up/page down changeDetail - no change

Selection of orders in BOCI and OIALL option removed (prior max 16 at one time)Mark for review when highlighted using [Space] or [+] Select up to 100 orders to review

“Do you want a Hardcopy?” promptRemoved as a separate promptAppears in on-screen options as (H)ardcopy

Fax Module

Fax Processing ZSU:

Fax Module

Six (6) new System Control ZC(ZSU) flagsFlags 4 - 9

Flags 5 – 9, two partsWhereWhen to send

Set default to fax OrdersQuotesInvoicesStatementsOrder AcknowledgmentsEverything else

Fax Module

Set default time to fax specific formsWhere

Based on Phone Book record fax numberC=CustomerB=Bill-ToS=Ship-ToA=Accounts ReceivableBLANK=No Default – use previous hierarchy

WhenBLANK=ASAPN=NightW=WeekendSpecific time – use 24 hour format of HH:MM

Fax Module

Cover sheet commentsCan set up a Standard Comment for Fax

Standard Comments Maintenance D2(SCMT)Code “FAX”Program optional (blank, OP, OQ, RP, RS)24 lines

Email Module

Contact used for:Statement Printing (RS)Invoice Printing (RP)

Default same as would be seen on Fax screenPhone Book contact information

Email Module

Internal notification “From” addressUsed for notifications set up in:

DELOZMEDIOE, EDISRTFPAMMAILOZM

Emailed Commission Listing/Calculation (COMR) [Type C]Sort Inbound EDI Files (EDISRT)Convert EDI Data into Orders (EDIOE)

Email Module

Internal notification “From” addressUser ID Maintenance ZMEN(ZUM) email addressIf no address, uses a default

FPAM: [email protected] FPAM: [email protected]

Export to Spreadsheet Module

New programs now “spreadsheet friendly”Sales Analysis Reports on MRS3 Menu

Sales by Customer/Product Class (SACP)Sales Analysis by Customer Type (SACT)Sales Analysis by Inv Class (SAI)Zero Sales by Customer/Item (SAZ)Inactive Item Sales by Sls/Cust (SAZS)Customer/Item Sales Summary (SCIS)Salesrep/Vendor Profitability (SVPL)Salesrep Productivity Report (SPPR)


New programs now “spreadsheet friendly”Sales Analysis Reports on MRS3 Menu

Salesrep Monthly Sales/Profit (SPSA)*Customer by Vendor Sales List (SCV)*Item Sales Vs. Returns Listing (SAR)*Sales Analysis of DEA Items (SDEA)*

Count/Deviation Journal I(IJ)Lot File Listing ILNM(ILL)Hit Ranking Report MRS2(OHIT)


Change the name of the exported fileAccept old default (begins with program call letters)Append the default with sequence numberCreate new name -maximum 20 characters

Upper/lower case A-Z, a-zNumbers 0-9Dash -Underscore _If entered, spaces will be removedAll other characters or symbols not accepted


Change the name of the exported filePrint program to printer 650New prompt for name

If printing to 650 from JobstreamSame prompt


The files are stored in the /turns/fctwin/printout directory

1. Designate only time to send fax2. Designate default destination3. Hierarchy to use for fax number4. 2 and 35. All of the above

How is the default ZSU fax info used?

1. Only program call letters 2. Entered name, max 20 characters3. System generated name4. All of the above5. 2 and 3

What name will a file be saved with when printed to printer 650?

Serial Number Module

Serial Number search added, search in ISM and ISQSearch fields need to be set up in System Help Lookup Maintenance ZC(ZHM)Display fields need to be set up in System Help Display Maintenance ZC(ZHD)


System Help Lookup Maintenance ZC(ZHM)Select number for SERIAL NUMBER MASTERSelect (U)pdate or enter line number

HELP FIELD LIST01 ITEM NUMBER 12 LAST UPD SRC02 SERIAL# 13 UPDATE PEND?03 WAREHOUSE 14 NEXT PM DATE04 DATE RECVD 15 LAST RET ORD05 DISP. DATE 16 LAST RET DTE06 DISPOSITION 17 COST07 INVOICE# 18 SALE AMOUNT08 CUSTOMER# 19 ITEM DESC09 ISM MEMO 110 ISM MEMO 211 ISM MEMO 3


System Help Display Maintenance ZC(ZHD)Select number for SERIAL NUMBER MASTERReview displayed fields – revise as neededTo review how the fields will display select (D)isplayMaximum 120 characters will display

Accounting – Accounts Receivable

Customer Statements M(RS)New prompt - can select whether to include transactions posted after date being used for the statementSTATEMENT DATE

INCLUDE TRANSACTIONS AFTER THE STATEMENT DATE? (Y/N) Y

Y = Include A/R transactions that were posted after the statement date.

N = Do NOT include A/R transactions that were posted after the statement date.


Customer Statements M(RS)


Customer Statements M(RS)Attention line will print

From ATTENTION in Credit Management (CHM)

1. Designate last date for included transactions

2. Designate date to be printed as the “Statement Date”

3. No use except for entry4. 2 and 35. All of the above

How is the statement date used?


Deleting A/R Comments pre-v5000Credit Management D(CHM)

Enter Customer #(C)omment'-' to delete comments on file Enter Type or (RTN) for all typesEnter date range

Credit History Comment Maint. CMT(CHCMT)Enter Customer #Enter Type(D)eleteSelect Sequence to start and end


New program to delete A/R CommentsA/R Comments Purge M(RHCP)

Customer (R)ange or (L)istDate to Purge up to _________PRINT TO SCREEN FOR INQUIRY?Review ListingAll purged when answered “Y” to “DID THE LISTING PRINT CORRECTLY?”


A/R Comments Purge M(RHCP)Listing Example


A/R History Purge M(RHP)Prompt enhancement:Print (R)ange or (L)ist of Customer/Bill-to #s?

(L)ist option displays customer/bill-to name after number entered

Accounting – Accounts ReceivableCredit Card Processing

Customer Credit Card Maintenance CCRD(CCRDM)

Store information by Ship-to #One credit card per established ship-to record

1. Credit Management (CHM)2. Credit History Comment Maint.

(CHCMT)3. A/R Comments Purge (RHCP)4. 1 and 35. All of the above

How can customer A/R comments be deleted?

Accounting – Accounts Payable

Vendor Invoice Entry N(NE)Batch Control

Prompt to enter control amountSubtotal balance displayed


Batch ControlAccess control amount from Vendor # field

(C)ONTROL_AMOUNT


Vendor Invoice Entry N(NE) and Vendor Invoice Register N(NR)

(L)ist option shows batch control subtotalBatches entered before upgrade will show 0.00 subtotal until accessed in v5000


Vendor Invoice Register N(NR)Warns if selected batch does not match batch control total

Does not warn if ALL batches are selected

1. Verify invoice amounts are entered correctly

2. Check that batch is complete before update by NR

3. Do not have to use 4. 1 and 25. All of the above

How can the AP Batch Control amount be used?


Accounts Payable Inquiry N(NI)A/P History Inquiry N(NIH)

New sort option:(I)nvoice Number(R)everse Invoice Number(A)scending Transaction Date(D)escending Transaction Date



Page Up/Down functionality(H)ardcopy option

No longer separate prompt

(E)xitUse to exit current vendor information and return back to Vendor # prompt



Example sorted in (R)everse invoice order


A/P Aged Trial Balance NMT(NT)A/P History Aged Trial Balance NMT(NTH)

Detail - Option to include P/O Reconciliation info


NT/NTH – P/O Reconciliation Summarized

ItemFreightMSCTax

Accounting – General Ledger

G/L Activity Inquiry G(GTL)Page Up/Down functionality(H)ardcopy option(E)xit

1. Use the (P)rint option2. Use the (E)xit option and answer

“Y” to hardcopy question3. Use the (H)ardcopy option4. A hardcopy cannot be printed

How can a hardcopy printout be obtained from programs with page up/down functionality?

AppShare

A/R History Purge M(RHP)A/R Comments Purge M(RHCP)Vendor Invoice Entry N(NE)Vendor Invoice Register N(NR)Accounts Payable Inquiry N(NI)

Order Entry

New System Control ZC(ZSU) flags for Order Entry

104. WARN IF ITEM ALREADY ON CURRENT ORDER105. NOTIFY IF NEW PURCHASE FOR CUSTOMER 106. PRINT LICENSING INFORMATION [Y/N/P/I]

Order Entry - ZSU

104. WARN IF ITEM ALREADY ON CURRENT ORDER

If an item is added to a sales order, and the same item is on a different line, should the user be warned

(Y) Warn when entering a new line for an item already on the current orderExample:

ITEM ALREADY ON LINE 001…CONTINUE Y/N(N) Do not warn when entering a new line for an item already on the order.

Order Entry - ZSU

105. NOTIFY IF NEW PURCHASE FOR CUSTOMER

If a customer has never purchased the entered item from you, do you want the entry person to be aware that this is a new item for the customer?

(Y) Notify when entering an item this customer has not previously purchased.Example:THIS IS A NEW PURCHASE FOR THE CUSTOMER (RTN)(N) Do not notify if the item is a new purchase for this customer.

Order Entry - ZSU

106. PRINT LICENSING INFORMATION [Y/N/P/I]

Y = Print the DEA and state licensing info on both the pick ticket and invoice.N = Do not print the DEA and state licensing information on either document.P = Print the DEA and state licensing information on the pick ticket only.I = Print the DEA and state licensing information on the invoice only.

Order Entry

License and DEA information positionPick ticket

Invoice

Order Inquiry

Page up/down functionalitySummary Mode

(H)ardcopy(E)xit

Cancelled Sales Order

Cancelled Order information savedAvailable in Order Inquiry (OI)

Header screen looks the same


Cancelled Order detail information savedLine item detail now available in Order Inquiry (OI)

Cancelled Orders

Detail recorded by Sales Statistics Update (RSU)Display or print lines in Order Inquiry (OI)Detail purged by Sales Analysis Purge (SP)

When the header meets the purge criteria

Cancelled order comments are NOT saved


Intelligent Query (IQ) Report Writer UTL(REP2)Database category CANCELLED ORDERS addedLine item detail accessibleFile extensions S0AD, S0BD, S0B1D

“A” Line item screen“B” Header screen

Back Order Inquiries

Page up/down functionalityB/O by Customer Inquiry (BOCI)

(H)ardcopy option

B/O by Item Inquiry (BOII)(C)riteria option

Allows change in response to “FOR ALL WAREHOUSES? (Y/N)”Does still ask:EXAMINE P/Os FOR THIS ITEM? (Y/N)EXAMINE AVAILABILITY BY WAREHOUSE? (Y/N)

New Report: Sales Analysis by Ship-to

Sales Analysis MRS3(SA)New Option 3


Prompts:ENTER DATE RANGE:

FROM [MMYY]:TO [MMYY]:

(N)UMERIC ORDER, (O)THER, OR (*)DELETED CUSTOMERS ONLYEnter Range of __________(Customer #, City, etc)

If [O]ther was selected – option to subtotal on RangeIf Y, a page break will be inserted at change e.g. City

PRINT (S)UMMARY OR (D)ETAIL REPORT? [S/D]INCLUDE COST/MARGIN DATA? (Y/N) Y


Example:Customer with 3 ship-to locationsIncluded cost/margin information

Sales Analysis Maintenance ZC(SMA)

Maintenance by (O)rderAllows correction of ship-to zip code

Field 14, SHIP ST and ZIP

AppShare

Order Entry flag optionsOrder Inquiry

SummaryCancelled Orders

Sales Analysis by Ship-toBack Order by Item Inquiry

1. Order Inquiry (OI)2. Order Maintenance (OM) 3. Order Printing (OP)4. Not available

Where is cancelled order information available?

1. Order Inquiry (OI) - Summary2. Order Inquiry (OI) - Detail 3. B/O by Customer Inquiry (BOCI)4. B/O by Item Inquiry (BOII)5. All of the above

Which of the following programs have page up/down functionality?

Summary

General system featuresZCPUJobstreamPage up/down functionalityFax/Email Export to Spreadsheet

AccountingAccounts ReceivableAccounts PayableGeneral Ledger

Summary

Order ProcessingNew ZSU flagsInquiry enhancements

Sales AnalysisNew analysis by ship-to

For More Information…

Turns Help FilesVisit Activant on the web: http://distribution.activant.com/

View Educational Services course offeringsBrowse Documentationhttp://wdncustomer.activant.com/cws/support/docu/turns5000/home.do

5000 New Features Guide

Search the Solutions databaseSubmit a Support case

E-mail Professional Services [email protected]

http://wdncustomer.activant.com/cws/support/docu/turns5000/home.dohttp://wdncustomer.activant.com/cws/support/docu/turns5000/home.do

For More Information…

Specific solutions referenced in classSolution: 10387 -- How to Fax Customer InvoicesSolution: 10388 -- Faxing Invoices by Bill-To from Invoice Printing (RP)Solution: 10389 -- Fax Number Used When Faxing Orders and Invoices

v5000 Suite

Course 2: More New Features and BenefitsInventory enhancementsPurchasing enhancementsWork Order enhancements

Activant Turns v5000This class is designed for…ObjectivesThis course will NOT cover…New Features - AdministrativeNew Features - AdministrativeCPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)CPU Utilization UTL(ZCPU)What does this screen tell you?AppShareJobstream Processor ZO(JSP)Page Up/Page DownPage Up/Page DownPage Up/Page DownFax ModuleFax ModuleFax ModuleFax ModuleEmail ModuleEmail ModuleEmail ModuleExport to Spreadsheet ModuleExport to Spreadsheet ModuleExport to Spreadsheet ModuleExport to Spreadsheet ModuleExport to Spreadsheet ModuleHow is the default ZSU fax info used?What name will a file be saved with when printed to printer 650?Serial Number ModuleSerial Number ModuleSerial Number ModuleAccounting – Accounts ReceivableAccounting – Accounts ReceivableAccounting – Accounts ReceivableHow is the statement date used?Accounting – Accounts ReceivableAccounting – Accounts ReceivableAccounting – Accounts ReceivableAccounting – Accounts ReceivableAccounting – Accounts ReceivableCredit Card ProcessingHow can customer A/R comments be deleted?Accounting – Accounts PayableAccounting – Accounts PayableAccounting – Accounts PayableAccounting – Accounts PayableHow can the AP Batch Control amount be used?Accounting – Accounts PayableAccounting – Accounts PayableAccounting – Accounts PayableAccounting – Accounts PayableAccounting – Accounts PayableAccounting – General LedgerHow can a hardcopy printout be obtained from programs with page up/down functionality?AppShareOrder EntryOrder Entry - ZSUOrder Entry - ZSUOrder Entry - ZSUOrder EntryOrder InquiryCancelled Sales OrderCancelled Sales OrderCancelled OrdersCancelled Sales OrderBack Order InquiriesNew Report: Sales Analysis by Ship-toNew Report: Sales Analysis by Ship-toNew Report: Sales Analysis by Ship-toSales Analysis Maintenance ZC(SMA)AppShareWhere is cancelled order information available?Which of the following programs have page up/down functionality?SummarySummaryFor More Information…For More Information…v5000 Suite

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