System-Wide Enhancements

Credit Card Control F/M (SME957)-Error 42 line 7040 program CSCPOSTKN.pvc (Defect 599819)

Previously, when the Transmit to CenPOS check box was unselected (not checked), the CC Token button remained visible in Customer F/M (ARF910), Ship To F/M (ARF920) and Quick Customer Add (ARF915) and caused an error when selected. In FACTS 9. 2.0, when the Transmit to CenPOS check box is unselected (not checked) the CC Token button is not visible in Customer F/M (ARF910), Ship To F/M (ARF920) and Quick Customer Add (ARF915).

Remove ICLEDG – Replace with ICWHIL

The Use Ledgercards flags in, for example, the ICWHSE/ICVICD/ICSTAT tables are no longer needed or usable. ICWHIL is part of AIM and cannot be “skipped” in terms of updates/writes in the same way as ICLEDG could be turned off.

ICWHIL is populated going forward with needed data via ICWHSE IO, replacing ICLEDG. Fields were added to ICWHSE to pass through to ICWHIL. IO pre/post procedures were updated so that if these fields are not null, update for a new ICWHIL record.

Now ICWHIL can be referred to as IC ledger.

All hookpoints to ICLEDG were also renamed with the new file name ICWHIL.

Call/Enter statements sending/receiving ICLEDG variables/template/channels will be changed to send “” or 0 and receive ‘not used’.

When performing a conversion to retire ICLEDG, the records coming into ICWHIL contain a flag to indicate they are "pre-existing, prior ledger type" records, so that the missing data can be understood to be missing for a reason.

Program Impact

Remove these programs, ICSTAT and ICWHSE, and use ledgercard flag.

Remove ICWHSE use the ledgercards seq.

As appropriate, switch to use ICWHIL.

System Cleanup (BKC605)

CSREPLNP.pvc – replenishment object

DOCVLR – remove ICLEDG def

Warehouse (accellos) (EWC160)

Create item master from catalog (ICC280)

Transfer Receipt Update (ICC330)

Receipt Confirmation (ICC342)

Adjustment Entry (ICE210)

Item Repack (ICE220)

Quick Transfer Adjustment Entry (ICE350)

Quick Item/Warehouse Entry (ICE912)

Quick Item Add (ICF020)

Vendor Defaults F/M (ICF475)

Item/Warehouse F/M (ICF920)

Item Inquiry (ICI610)

Item Inquiry – Ledgercards view (ICI618)

Shipping (ICR323)

Receiving Register Update (ICR331/ICR333)

Ledgercard Report (ICR745/ICR746)

Item Balancing Register (ICR796(

Pending File Update (ICU461)

Physical Inventory Update (ICU521)

Create Item Warehouse Records (ICU911 )

Change Item Information (ICU920)

Transfer/Change codes (ICU921)

Process Warehouse Item Records (ICU960)

MC Production Register Update (MCR113)

MC Production Register Update (MCR213)

PO Receipt Update (POC230)

PO Receipt Register Update (POR233)

Daily Sales Register (SOR311/SOR314)

UPICLEDG – retire ICLEDG, write/move records to ICWHIL

UPICVICD – blank out ledgercard field

UPICSTAT – blank out ledgercard field

UPPORPOL – blank out IC ledgercard seq# field

UPPOUPDL – blank out IC ledgercard seq# field

UPICTRNL – blank out IC ledgercard seq# field

UPICWHSE – blank out ledgercard field, ledgercard seq field

Long- and Short-term Surplus Enhancement

In FACTS 9.2.0 long- and short-term surplus processing was added to these modules: Inventory Control, Sales Orders and Purchase Orders.

Inventory Control-Transfers

In the Inventory Control, long- and short-term surplus processing was added for transfers and long- and short term surplus quantities are now viewable in these programs:

Note: The Replenish check box on the Restock view of Warehouse/Item F/M (ICF920) is one of the controls for whether surplus is calculated. If the Replenish check box is unchecked then this warehouse/item does not have surplus checking and the new long- and short-term surplus fields are “N/A”. If changing the Replenish check box from unchecked to checked, the new long- and short-term surplus fields are not updated until the continuous background process, S4, runs and calculates the surplus for this now replenished item. You must save the change in Warehouse/Item F/M and exit. Once S4 is run, when you return to Warehouse/Item F/M any noted surplus is displayed.

In Replenishment Parameter Maintenance, a new category, Surplus Stock, and two new parameters, Long-Term Surplus, Seasonal and Long-Term Surplus, Non-Seasonal were added. The long term surplus point is calculated based on the values for either seasonal or non-seasonal items. The usage calculation, number of days’ supply over available stock, and the number of days an item must be established to calculate long-term surplus are used to determine the long-term surplus point. The short-term surplus point is calculated based on line point and EOQ.

These defaults are used if values are not entered for the Surplus Stock parameters:

Total yearly usage calculation

365 days’ supply over available stock

Skip of items established less than 180 days

The Stock Status Report was enhanced to include a new report prompt, Filter By Surplus, to optionally limit the report output based on surplus stock and determine the quantity an item has for short-, long-term surplus in the selected warehouse. The prompt values include: None/Long/Short/Both/All.

The Surplus Stock Report was enhanced to include long- and short-term surplus functionality. New header values, prompts and item detail levels further qualify and manage reported data. When shown, the surplus stock value is the total of long- and or short-term surplus. This is defined as the quantity “over” the long and or short-term surplus point.

A filter by surplus stock is included. Optionally, the surplus point and the percent of on-hand inventory the surplus quantity represents can also be included.

You have the option to limit report output by purchasing line items, buyer code, minimum amount- measured against either the ‘surplus cost’ or ‘on-hand stock percent’. You can also include listings of all customers an item was sold to and or all vendors an item was purchased from.

Additional item detail options were added to include three report formats:

Purchase Orders- Transfers and Procurement

Long- and short-term surplus processing was added to the Buyers Control Center for transfers and procurement.

On the Buyers Control Center Detail (POE405) screen, the present Surplus column displays the total surplus across all warehouses, except the receiving warehouse for procurement or the shipping warehouse for transfers. This is unchanged. However, the color coding of the Surplus cell was changed. If the receiving warehouse already is in a “surplus” state, then the Surplus cell is colored red to indicate that the PO or transfer, if created/completed, would increase the warehouse’s surplus. Thus, careful consideration should be given to any line whose ‘Surplus cell’ is red.

Clicking the Surplus cell displays the Surplus Selection (POE520) window, which has also been modified. Two columns for long- and short-term surplus were added to the list box to display the long- and short-term surplus quantities in the line’s warehouse. An additional change was made to allow the receiving warehouse for procurement and the shipping warehouse for transfer to be listed, but not selectable. The Warehouse column cell background color is the system alert color so the user can see the surplus status of the receiving/shipping warehouse.

Sales Orders- Order Entry Suite programs

The availability of long- and short-term surplus in warehouses other than the current line’s shipping warehouse is now displayed when the user is prompted to create a purchase order or transfer during Order Entry (SOE210), Direct Invoice Entry (SOE510), Confirmation Entry (SOE320), or Counter Sale Entry (SOE340), and during conversion of a quote to a sales order.

Long term and short term surplus quantities are now viewable in the Sale Orders module in these programs:

The Order Status Report was enhanced to include a new report prompt, Show Surplus, to add quantities for short-term surplus, long-term surplus or both.

FACTS Report programs/ Customize Report (SMR999.U)- Past PO Report, Custom Report Layout, different format, same layout number, overwrites previous layout (Defect 597195)

Previously, there was not enough detail on report screens to understand how Report Formatter and custom report layouts interact with each other and the Format and tiers selected. FACTS report screens were changed to show the Format that is in effect, based on selected options on the main report screen. This indicates what custom formats can be selected for the format shown.

In the Customize Report (SMR999.U) program, the custom report format “Line” ‘Tier’ field was modified to indicate if the line is a referenced format and tier and identify it. When the Tier being edited is a reference, the text, “Ref Fmt/Tier:” followed by the format, a slash, and the tier from that format is displayed. This indicates that changes made to this tier are actually changing the standard tier for all referenced tiers and affects all formats that use the tier or the reference to the tier.

SMANSR window-FACTS appears frozen or locked because pop-up window is missing or off the screen (Defect 597751)

When dragging an SMANSR window to an alternate monitor that SMANSR window was no longer reachable (on subsequent passes thru the same FACTS program/function). This was especially problematic when the SMANSR window was requesting input from the end-user. With the SMANSR window not being reachable there was nowhere to enter the proper responses and move on. This problem only occurred with multiple monitors.

In FACTS 9.2.0, this issue was corrected. The SMANSR windows is no longer unreachable.These rules apply:

In summary, if the main FACTS window is displayed on any monitor other than your primary monitor 1, then the SMANSR windows that were dragged onto other monitors will eventually migrate to the monitor where the main FACTS window is deployed. This is not a permanent solution. The goal is to ensure that the SMANSR windows are no longer unreachable by the user. While this goal was met, further effort is ongoing to reach a permanent solution.