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Orchestrated 4.9 Release Notes

These notes are in a draft state.  Notes may continue to be updated as long as this warning is posted.

General & Administration

New Features

  • CRM Module
    • The CRM Module does not include new functionality, but is a new way to access the following existing documents and functions: Business Partner Master Data, Activity, Campaign Generation Wizard, Campaign, Opportunity, Sales Quotation, Sales Order, and other existing Business Partner and Sales related reports.

Enhancements

  • New User Default options, previously controlled at the company level, may be set for the following: Time Format, Date Format, Date Separator, Decimal Separator, Font Size, and other options.
  • New User Group Types exist to group the following for users, allowing quick applications of settings and defaults to multiple Users: Authorization, Form Settings, UI Templates, All Types.
  • Pressing the Up and Down arrow keys will scroll up or down from today's date within any date field.
  • Free Text field added to Attachment taps on Marketing Documents and Master Data windows.
  • Journal Entries, Serial & Batch Number Setup, and GL Account & BP Opening Balances support Import from Excel option.
  • Document Printing selection criteria now includes: Only Documents Still to Be Emailed.
  • Window menu now includes Close All But This option which will close all open documents or functions except the one currently in focus (the one marked with a check in the list of open windows at the bottom of the Windows menu).

 

Banking & Finance

Enhancements

  • Chart of Accounts
    • Period Closing account can now be defined for each P&L Account.
    • Account Balance Allowed (From & To) option will block or warn against postings outside of a defined range.
    • New Level drop down menu filters accounts listed in the main window.
    • Includes 2 additional drawers.
    • Flag for “Cost Accounting Adjustment Only” restricts use of the GL Account to Cost Accounting adjusting transactions only.
    • New account Category ‘Trial Balance’ in addition to BS, P&L and Other. All Categories now have predefined sub-categories with ability to add new ones for BS and PL categories.
  • New transaction called Cost Center Transfer for allocating or correcting amounts between cost centers after a JE has been created.
  • New button on the Distribution report to launch the new Cost Center Transfer transaction right from report.
  • Set up Default Series and Default GL Account to automatically populate Cost Accounting Adjustment transactions.
  • Journal Voucher screen now has new option adapted to for Cost Accounting Adjustment transactions to look and behave like JE functionality.

 

CRM/Business Partners

Enhancements

  • Activity records can now be assigned to multiple Users/Employees.
  • Activity records now include Project attributes for billing.
  • New Recipient Lists may be built to save a reusable list of Users/Employees to be assigned to future Activity records.

 

Sales & Purchasing

New Features

  • Return Request (A/R) and Goods Return Request (A/P)
    • In-pencil documents to allow for the capture of agreed quantities, prices, and return actions and reasons without impacting in-stock inventory quantities

Enhancements

  • Blanket Agreements
    • Exchange rates can be determined for a Blanket Agreement when BP currency is foreign currency and Blanket Agreement is managed on the document header.
    • Committed Qty/Ordered Qty and Amount have been added to Details tab.
    • Shipment Type can be determined within document.
    • Payment Method and Payment Terms can be determined when the document is not managed on the document header.
    • When no document is linked, you can now update the Start Date field.
    • Customer/Vendor Ref No. field now appears on documents.
    • Document Status field is included in Documents tab.
    • Projects may be assigned on an agreement.
    • Planned amount, Planned Quantity, and Price may now be updated on an agreement that is linked to other documents.
    • An approved deviation from the agreement Planned Amount or Planned Quantity may be set and controlled.
  • Change Document Status to Open option in 'right-click' menu from A/R Invoice allows a user to copy a fully paid A/R Invoice to an A/R Credit Memo.
  • Users can now create a Down Payment Invoice or Down Payment Request from a Sales or Purchase Order.
  • Landed Costs with multiple Vendors can now be copied to new Landed Cost documents.

Bug Fixes

  • Validate Availability button works on Sales Quotations without error when the document has both open and closed line items (white and grayed out lines).

 

Inventory

New Features

  • Pick Pack and Production Manager
    • Replaces the Pick & Pack Manager, allows for pick lists based on the following documents: Sales Orders, Reserve Invoices, Production Orders, and Inventory Transfer Requests.
  • Inventory Aging Report

Enhancements

  • Inventory Valuation Simulation Report now includes Credit Memos not linked to Invoices and includes Include All Revaluations option 

Bug Fixes

  • Inventory App
    • Delivery layout includes customer name without error
    • Remarks on Transfer Requests now carry over from the desktop to the iPad app
    • Updated to support ampersands in batch numbers
    • Transfer Requests can now be completed with lower than requested qty without error
    • Warehouses can be updated on GRPOs without error
    • Printed BOLs now correctly reflect shipment weight totals
    • Chosen batches can be reviewed and updated after initial selection when processing Transfer Requests and creating new Transfers
    • Updated to support apostrophes, asterisks, and quotation marks in item descriptions

 

Production

New Features

  • Advanced Bill of Materials Versions (must be turned on in Orchestrated Configuration)
    • When turned on, versions must be assigned to a location, allowing users at a single location to only see versions set to their location.
    • When turned on, default versions must be managed by location.
    • When turned on, versions may be set to Locked, meaning they cannot be edited or used in production.
      • Users may be granted or denied access to lock and unlock BoM versions in User Authorizations.
    • When turned on, BoM Versions may be linked and set to auto-populate throughout the production process based on the version selected for the starting item.
  • Next Batch Number Field
    • Appears on Brand Master Data, allowing users to edit the value from which the system will begin generating batch numbers.  Manually editing a batch number on a PdO will no longer effect the Next Batch Number for a given brand of location (if batches are configured by location).
  • Brewhouse Efficiency Calculations (must be turned on in Orchestrated Configuration)
    • When turned on, Potential Extract values can be assigned to malt batches upon receipt into the system.
    • When turned on, if Wort is brewed using malt with assigned extract values, Brewhouse Efficiency may be calculated on the Brew QC form by entering gravity and volume.

Enhancements

  • Create New on the BoM Versions window allows you to create a new version without having to modify or save the original "Base BoM" as its own version
  • Any version, including the Base BoM, can be made default.  If no default has been assigned, the Base BoM will be used
  • Two new ways to make a BoM the default: can click Make Default on the Base BoM or drill into a version and click Make Default
  • "Default" BoM Version now display as "Base BoM" on PdOs, the Build Production Run feature, and the PdO Creation Wizard
  • Bill of Materials - Component Management now includes Management Task Change BOM Header
  • Summary Tab on closed Production Orders now includes ability to 'drill in' on the Total Variance field to view a Variance Report

Bug Fixes

  • Batches
    • Batch numbers can be set manually from the PdO screen without error
    • Full batch number field correctly reflects batch numbers, dates, and suffixes when tabbing around a PdO
    • Express screen displays red warning box when raw materials quantities are insufficient without error
  • Scheduler
    • PdO due dates correctly reset when dragging the beginning of a PdO to reschedule production
  • Packaging Run/PdO Creation Wizard
    • Updated to support item codes including a 'long dash'
  • Production App
    • Packaging screen graphics have been sized to support newer iPad screens
    • Updated to support 24 hour time (military time) settings
    • Updated to support newly defined Pack Families

 

Barrel Management

New Features

  • Rebarreling
    • Selecting a barrel or barrels on the Management tab and clicking the Rebarrel button launches a screen that allows users to select a barrel or barrels to transfer liquid to.
    • The Rebarrel screen includes the option to select a different end liquid product, allowing for a change in brand or the blending multiple brands.
  • Related Barrels
    • All barrels related to a document can now be viewed by right clicking and selecting Related Barrels.  A screen will open displaying Barrel ID, the shell item, and the line that processed it with an option to drill into the Barrel Master Data.

Enhancements

  • Ability to 'drill in' on the following fields has been added to the following screens:
    • BMC "Home" Tab: Warehouse, Batch
    • BMC "Mgmt" Tab: Batch ID, Content ID, Warehouse
    • Barrel Item Templates: Item Code, Contents
    • Barrel Item Template: Contents
    • *OSpirits only* Purchase Filled Barrels: Template Code, Contents, Warehouse
    • Sell Barrels: Barrel ID, Contents, Batch ID, Warehouse
    • Barrel Transfer: Barrel ID, Item, Contents, Contents Batch, From Whs, To Whs
    • Dump Barrels Header: Final Item, PdO #, To Whs
    • Dump Barrels Grid: ID, Contents, Warehouse
    • Barrel Adjuncts "Barrels" Grid: ID, Batch, Warehouse
    • Barrel Adjuncts "Adjuncts" Grid: ID, Contents, Warehouse
    • Adjust Barrel Volume: ID, Contents, Warehouse, Batch
    • Barrel Edit: ID, Shell Item, Contents, Batch ID, Warehouse
    • Barrel Master Data: Item Code, Warehouse, Contents, Contents Batch
    • Barrel History: Item, Warehouse, Contents, Batch
  • *OSpirits only* Purchase Filled Barrels screen includes three new fields: Contents Description, Volume per Brl - which will default to the shell capacity but may be overridden, and Proof per Brl.
  • Barrel history is now shown in chronological order by document entry date.
  • Selecting "Sell Barrels" from the Retire button will launch a Sell Barrels screen where you can select the document type you'd like to create: Delivery or A/R Invoice.
  • Clicking the Adjust Volume button, when barrels are selected, now allows for the adjustment of barrel volume and barrel proof.
  • Edits now display on Barrel History with Document Type as EDIT and displays a corresponding document number.
  • Cause field on Barrel History will display the name of the form or action that created the history line item - ex: Volume Adjusted, Dumped, or Adjuncts Added.

Bug Fixes

  • Filled barrels can now be transferred between warehouses before using the "Sell Barrels" option without error.
  • "Buy Filled Barrels" function is now receiving accurate liquid and barrel quantities when data is entered on multiple rows without error.

Projects

New Features

  • Time Sheet Report
    • Clearly displays the link between a project and time worked by employee.

Enhancements

  • Can now create stage dependencies across project levels & subprojects.
  • New column, Stages Finished Date allows users to define an actual finish date of each stage vs planned stage end date.
  • New Stage ID field to better link projects to marketing documents and employee time sheets.
  • New Time Sheet Report clearly displays the link between a project and time worked by employee.
  • New Chargeable tick box field indicates if a connected document line is chargeable to a customer.
  • Activities now include Project attributes for billing.
  • Project Overview, Timesheets, and Project Gantt Chart reports have been updated.
  • Billing Document Generation Wizard allows users to recharge costs or bill a project.

 

Reports/Analytics

New Features

  • Time Sheet Report
    • Clearly displays the link between a project and time worked by employee.

Enhancements

  • TTB DRO added YTD values to Excise tax page, includes processing report improvements, includes production Part 3 improvements, accounts for cancelled WH transfers on Storage report, adjusted proof calculations for non-batch items, accounts for non-numeric proprietorship codes
  • TTB BRO supports zip codes that start with zero, improvements to blend order, new option to show inventory counts on count lines, now clearly identifies cancelled documents
  • Tank Utilization report includes improved charts
  • Quick Raw Inventory Planning Sheet run speed has been improved
  • Profit & Loss run speed has been improved, new option to hide decimals
  • Orchestrated Warehouse Transfer - Bill of Lading now includes vendor item number
  • Item Sales Analysis includes parameter and sorting improvements
  • Customer Sales Analysis includes parameter and sorting improvements
  • Updated Crystal Reports support page help link updated
  • Project Overview, Timesheets, and Project Gantt Chart reports have been updated
  • Inventory Valuation Simulation Report now includes Credit Memos not linked to Invoices and includes Include All Revaluations option
  • Query Manager window now has a Filter field that can be used to find or filter a long list of query names

Bug Fixes

  • Orchestrated Marketing Layouts logo display has been fixed
  • Goals Overview default year bug has been fixed
  • Available to Promise option to show quotes has been fixed
  • Sales Analysis minor bug fixes
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