The ability to export the contents of an enhanced grid or list box to Excel is now available. A new option, Export current contents to Excel, on the Right-Click menu, is available for list box and enhanced grid controls. Access to the new functionality is found by right clicking on the grid or list box and selecting “Export current contents to Excel” from the pop up menu. This functionality is controlled by the Export to Excel security setting in User Code F/M.Enhancements by Module.
The cost layers could become corrupt when Inventory Control, Manufacturing Control or Sales Orders modules have reused a document number for IC Transfers. When the document removal registers have not been performed and the last document number has been reached, existing cost layers had their cost and quantity available values overwritten during the register process. In the FACTS 7.8.3 incremental release, the transfer, sales order and manufacturing control process registers have been modified to only update the cost and quantity values for the ICRDST/ICRCPT records that do not have the COMPLETE$ flag set to “No”. This allows the register process to skip older transactions that are still on file and create the new cost layer to document tie.
The following Inventory Control, Purchase Orders and Sales Order programs were affected by this change:
In addition, the IC Cost Layers Processing program, ICC070, has been updated to check the COMPLETE$ flag and only update layers that have the COMPLETE$ flag for ICRDST/ICRCPT records set to “No”. This removes the errant update of old records in the cost layer files, based on the same document being “reused” by the system when the layer is still on file, but not available for use.
The replenishment values will now be reset when changing from Replenish to Non-Replenish. For example, Rank may have been A, but if it's not replenished, it should not be A. The Warehouse/Item F/M program was updated to set the Order Point / Line Point / Order Quantity / Average Daily Usage / Average Shipment Quantity / 5HI and Safety Stock fields to "0" and set the Rank to "E” for items that are not replenished.
This defect includes program and metadata changes/additions, and it requires the new spreadsheet template. An upgrade to FACTS 7.8.3 or higher is required to use these changes. This defect also includes a change to csreplenp.pvc.
A new version of the spreadsheet is available at 7.8.3, version A2. This version is required for all 7.8.3 and later FACTS installs. There is a new worksheet that holds the original data as it was exported to the spreadsheet. The data on this worksheet may not be changed. It is used during the import to determine which values the user changed. only values that have been changed will be imported.
Instructions and best practices have been written and are present on the A2 version of the spreadsheet.
Previously, an adjustment that was used to decrease the quantity in cost layers based on physical inventory counts was not recording the warehouse values for disbursement and/or usage and initiating in the ICRDST (Inventory Control Receipts Disbursements) data table. Processing programs for Physical Inventory Update (ICU520) were modified to properly assign the warehouse values and set the Update Usage flag in ICRDST to "No".
The Serial/Lot Entry (ICC110) program, which is used in IC Receipt Confirmation (ICE340), MC Production Confirmation (MCE140/MCE250) registers and PO Receipt Entry (POE210) programs, would not remove the cost layers created if the Stop Confirmation function was selected when entering a negative quantity for serial/lot items in the Manufacturing Control module. The assignment of serial/lot numbers via the Serial/Lot Entry (ICC110) program has been updated to allow the proper assignment and removal of cost layers.
The Production Register (MCR110/MCR210) programs were also modified by this defect. The defect is also listed Manufacturing Control section of this release information. In the Manufacturing Control (MC) module, the register process was returning 0 for the component cost. This was causing the final cost of the produced good to be incorrect. Additionally, the incorrect cost mask was being used to write the last cost back to the Warehouse Item F/M for the final product. In the 7.8.3 incremental release, the MC register process for Bill of Materials and Formulation was updated to return the proper cost and apply the proper cost mask. Additional register changes to allow reusing of a document layer and create proper cost layer records have also been added.
The item receiving process for cost layers has been updated in FACTS 7.8.3. The ICC070 Cost Layers Processing program now has the RECEIVE_ITEM_PROCESS call the REMOVE_RECEIPT process when the incoming quantity is 0. This will cause any existing receipts to be removed.
Previously in the Receipt Confirmation (ICE340) program when the ‘Assume Shipment’ option was selected (which creates the cost layer in ICRCPT) and the received quantity was updated to zero, the cost layer still existed with the original quantity in ICRCPT and continued to process "normally" and become an available receipt.
Also, prior to FACTS 7.8.3 in the Order Confirmation (SOE320) program when the ‘Assume shipment of all committed quantities’ option was selected and a negative quantity was entered on a sales order document, editing the Shipped Quantity from the negative amount to zero did not remove the receipt.
Previously the Cost Discrepancy Register (ICR610) program was posting to the Inventory Control current period and not the GL Current Period. In the 7.8.3 incremental release, the Cost Discrepancy Register was updated to post to the current GL Period.
The Usage Review (ICE555) program was modified so that recalculating usage will only go back as far as the date cost layers were removed through, based on System Cleanup F/M. A new message is now available in Usage Review for displaying the cutoff date for validation by the user.
The Cost Discrepancy Register (ICR610) program was using the incorrect cost conversion factor to update the GL. This was resulting in incorrect GL amounts based on the conversion factors. Also during cost layer creation, the Shipment Number was not being stored in the cost layer records (ICRCPT/ICRDST). This was allowing a potential issue of updating incorrect records during the Shipment Confirmation Register (ICR320) program.
The following processing changes were implemented to correct these issues:
In the Manufacturing Control (MC) module, the register process was returning zero for the component cost. This was causing the final cost of the produced good to be incorrect. Additionally, the incorrect cost mask was being used to write the last cost back to the Warehouse Item F/M for the final product.
In the 7.8.3 incremental release, the MC register process for Bill of Materials and Formulation was updated to return the proper cost and apply the proper cost mask. Additional register changes to allow reusing of a document layer and create proper cost layer records have also been added.
The Serial/Lot Entry (ICC110) program was also modified by this defect and is also listed in the Inventory Control section. The Serial/Lot Entry (ICC110) program, which is used in IC Receipt Confirmation (ICE340), MC Production Confirmation (MCE140/MCE250) and PO Receipt Entry (POE210), would not remove the cost layers created if the Stop Confirmation function was selected when entering a negative quantity for serial/lot items in the Manufacturing Control module. The assignment of serial/lot numbers via the Serial/Lot Entry (ICC110) program has been updated to allow the proper assignment and removal of cost layers.
The achieved amounts on the main Buyers Control Center (POE400) screen now only include the amounts selected to be purchased on the detail screen. As such, it reflects not the total that is "ready" to be purchased, but the total that the user has selected to purchase. When a recalculation takes place, all amounts that are ready to be purchased are automatically included in the achieved amounts unless the user has selected not to buy and has set the override flag.
In the Buyers Control Center (POE400), the Import Suggested Special Orders and Include Non-Replenish Items (i.e. order as needed) options were not mutually exclusive.
The handling of items included from the Import Suggested Special Orders and Include Non-Replenish Items (order as needed) options has been updated as follows:
When the Include Non-Replenish Items or Import Suggested Special Orders option is selected for these item types, the process will now evaluate them independently. For Include Non-Replenish Items, the recommended quantity will be set to return the Net Available to zero. This will fill any backordered items that are currently not on order or a suggested order. For Special Order Items, the quantity from the corresponding sales order will be used.
The Buyers Control Center Detail screen was displaying Available versus Net Available. The Available column on the Buyers Control Center Detail screen has now been updated to show the Net Available. The tool tip for the cell now shows On Hand, Committed, Back Ordered and On Order.
New information on suggested surplus transfers is now displayed in the Show Math window.
The ability to change the column order and size of the enhanced grid in the Buyers Control Center Detail (POE405) screen has also been enhanced The user now has the ability to modify the column order in the program and have that order redisplay when reopening the Buyers Control Center Detail screen. The column order is accessed by clicking on the column header and dragging it to the desired location.
Enhancements now allow the following PO programs to display information about whether a PO is confirmed. PO Document Inquiry now shows whether the PO has been confirmed. PO Vendor Inquiry, Purchase Orders view now includes a column for whether the PO is confirmed. All open PO document searches have also been updated to display whether the PO has been confirmed.
Functionality was modified in the Lost Sale Entry (SOC320) program. The prompt and label was changed from "Exceptional Sale" to "Update Usage", and the setting was modified to default to "Yes", unless the item is not on file (then the field is disabled and set to "No").
The Customer Returns System (CRS) was re-integrated with Accellos warehouse (the FACTS External Warehouse Management System) at the FACTS 7.8.3 release. The re-worked CRS enhancements were not Accellos compatible until now.
Only lines in CRS that are Accellos warehouse integrated (meaning the warehouse is enabled/interacting with Accellos) will be sent to Accellos when a CRS document authorization is printed. However, if any line is sent and is at Accellos, the user will be denied entry into that document. This is consistent with processing in Order Entry for orders sent to Accellos. When the CRS document is received back from Accellos and any needed sales order and/or created memo documents are created, the user will be able to access the document again in FACTS. The lines that are already processed will have fields disabled at the line level, as is currently done.
There is also a change to the method of creation for CRS document numbers sent to Accellos. The changes are consistent with enhancements used when PO numbers were expanded in a previous FACTS release. The changes are as follows:
When GL accounts were set up for branch posting, the GL Distribution print out from the Daily Sales Register (SOR310) program did not include the branch in the GL account number in the ICRCPT/ICRDST records associated with the document. The Daily Sales Register processing programs were updated to assign the _inven_gl$ and _offset_gl$ variables after the corresponding GL write routine which updates the A9$ gl variable and correctly assign the branch numbers to the ICRDST record.
System Cleanup F/M (SMF993) was enhanced to include a new Inventory Control tab. The new tab provides a way to remove old cost layers and F/M audit records from the system. On the Inventory Control tab, you can enter the number of months to keep completed cost layers and F/M audit records. Cost layers must be kept for at least 24 months. Only completed cost layers where the receipt and all disbursements against it were older than the number of months indicated will be removed. The system also displays the last number removed and the date removed through.