In Credit Card Control (SME957), the Transmit to CenPOS check boxes, at both the company- (SMCCCF) and the warehouse-level (SMCCCW) were ignored. Transmissions to CenPOS were allowed regardless of the check box settings. This occurred in Order Entry, Order Confirmation, Direct Invoice Entry, Credit Memo Entry and Counter Sale Entry.
In Deposit/Payment Entry (SOC718), a new TRANSMIT_CHECK routine was added to check Credit Card Control (SME957) settings to see if transmission to CenPOS is allowed. The TRANSMIT_CHECK routine is a 3-level check to determine these conditions:
If there is no warehouse record in SMCCCW, then the logic forces a fallback to the company level Transmit to CenPOS check box value.
In FACTS 9.3.1, you can tie a production or formulation ticket to a sales order line that is backordered and preferred as a build item. Notes functionality was expanded to include bill of materials and formulation tickets and lines. History and past ticket information and notes are now saved to MC BOM/FML files.
Previously Sales Order Entry suite programs only allowed special orders to be as purchase orders or transfers. Using Order Entry suite functionality, a planned special order can be “built in house” using MC BOM or formulation tickets, instead of acquired via PO or transfer.
The special order can be built in a different warehouse from the sales order line’s shipping warehouse. Using the API system, the MC BOM and FML Production Registers (MCR110/MCR210) create transfer tickets for the just built quantity from the indicated ‘build warehouse’ to the sales order line’s shipping warehouse. After normal transfer ticket processing, update the sales order.
In Production Planning Entry and Production Entry programs, planned special order record creation is based on the prompt in the Sugg PO/TR by Type section of the Line Options tab of SO Entry Options F/M (SOF915). The the item type and the SO Entry Option prompt associated with that type are used when a line item with a back-ordered quantity is evaluated in Order Entry programs to determine whether to prompt you to create a planned special-order transaction.
The planned special-order tie cannot be ‘cleared’, is not available for editing, and the plan status cannot be changed.
The plan record can be processed in these ways:
Feature demonstration
To see MC planned special orders in action, click this link:
Using planned special orders for production ties
Limitations/Exclusions
These limitations and exclusions apply:
These changes were implemented.
System Management
Note Entry (SME710)
Note Entry functionality was updated to include BOM and formulation header and line notes for production tickets; including note history. The Export/Print note to PO/TR was updated to include MC. When BOM/FML ticket is created, then SO Line note is pulled from OE into the MC ticket and placed at the document level for BOM and at the finished item list box ‘line’ level for FML
System Clean Up F/M (SMF993)
A new Manufacturing tab was added to System Clean Up F/M to specify how long to keep any manufacturing history.
Inventory Control
Warehouse F/M (ICF970)
A new check box, Allow Planned Special Order Builds, was been added to the Multiple Warehouses tab. When the check box is selected, it indicates this warehouse allows other warehouses to create a special order coming from or within this warehouse.
These views were modified:
Production view
A new column to display the associated SO Doc & line number was added. The column only has value if the inquiry item is a BOM/FML finished item tied to a special order.
Ledgercards and Timeline views
The Line Detail button displays MC ticket inquiry for BOM and formulation tickets if still on file.
IC Code List (ICR790)
A new column was added to the end of the report output to indicate the ‘Valid for MC’ setting.
Sales Orders
SO Entry Options FM (SOF915), Line Options tab
In the Sugg PO/TR by Type section, the drop box options text was expanded to Procurement.
Order Entry suite (Order Entry, Order Confirmation, Invoice Entry, and Counter Sale Entry)
When the Planned Special Order window is displayed from the Order Entry suite programs, new Create options for building the item via Manufacturing Control are available.
Create: Displays the new “M” option to manufacture when applicable.
The new Formula prompt is displayed when Create is “M” and enabled when the item is a formulation item.
The new Build Warehouse prompt is the warehouse in which the Build of the item should take place. This can be the order line’s shipping warehouse unless the restocking path is set to a different warehouse. If different from the order line’s shipping warehouse, the MC module BOM or Formulation Register build creates an appropriate IC transfer ticket. If the ticket fails to be created, a special order transfer record is created in ICSTRN. Once the transfer is managed, the order line’s quantities are committed.
Line Detail (SOE510) window
The status of the build ticket is displayed.
Manufacturing Control
MC Static Control FM (MCF980)
Two new check boxes were added:
MC NonStatic Control FM (MCF990)
Two new fields were added to display the terminal running the BOM/FML registers.
Bill of Materials Entry (MCE110) / Finished Item Entry (MCE220)
A new Build Preferred check box was added to indicate to build the item when possible by default, when a special order is being entered for a BOM or formula item.
Production Planning Entry (MCE120)/ Production Planning (MCE230)
Two new columns added for Special Order Sales Order Document and Line number.
Note that the special order “Finished Item” is the tie to the special order and is viewed by editing the tied special-order formula line.
Quantities on an order are expressed in Selling UOMs; quantities in MC are expressed in Stocking UOMs. Expect to see quantities reflected in those UOMs, and 1 box in Order Entry programs may equal 10 each in MC programs.
BOM Production Entry(MCE130) / Production Confirmation(MCE140)
Document and line notes are now available. You can toggle document and line notes to import them from existing BOM notes. Notes are included when storing past BOM information.
FML Production Entry (MCE240) / Production Confirmation(MCE250)
Document and line notes are now available. You can toggle document and line notes to import them from existing FORM notes. Notes are included when storing past BOM information. Line notes may be toggled to be imported from existing ITEM notes. Line level Ingredient and Packaging notes are also available and can be imported from existing ITEM notes.
Production Entry (MCE240) / (MCE130), Production Confirmation (MCE250)/ (MCE140)
In BOM and Formulation Production Entry and Confirmation programs, special orders display the tied sales order document and line number.
Bill of Materials Inquiry (MCI610) / Formulation Inquiry (MCI620)
The Planned views contains new columns for special order document and line number.
Production Register (MCR110) / (MCR210)
For planned special orders tied to the production tickets, the associated SO document and line number are displayed in the register detail. An IC transfer ticket is created if the special-order ticket’s build warehouse is not the same as the sales order line’s shipping warehouse. If the transfer ticket fails to be created the fall-back is to create an IC special order transfer record in file ICSTRN.
Production Ticket Print (MCP110) / Production Ticket Print (MCP210)
For planned special orders tied to the production tickets, the associated SO document and line number are displayed in the upper right corner.
Bill of Materials Inquiry (MCI610)
Two new views were added to display past planning information.
The Past Planned view displays past planned production in the BOM system for the finished item. Past planned production is displayed in date order and includes the warehouse, units and UM, and status. Click Requirements to display the Production Planning Requirements (MCE121) program.
The Past Production view displays past production tickets for the finished item in summary. Summary information includes ticket number, status (the S column: E-entered, P-printed and C-confirmed), entry date, planned production date, production date (if not confirmed, date is blank), units planned to be produced and actual units produced. Click Line Detail to access Production Detail for the Selected Ticket (MCI613).
The Planned view was updated for planned special orders tied to the production tickets, the associated SO document & line number and whether this item is a build or transfer are displayed.
The Production view was updated to include a special-order indicator.
The General view was updated to indicate whether the item is procurable or preferred to build.
Formulation Inquiry (MCI620)
The Finished Items view was updated to indicate whether the item is procurable or preferred to build.
Bill of Materials Listing (MCR710) / Formula Listing (MCR750)
The report summaries were updated to include whether the item is procurable or preferred to build.
BOM Past Production Report (MCR725)
This new report is available to print a report of all past BOM production tickets in process.
FML Past Production Report (MCR765)
This new report is available to print a report of all past formulation production tickets.
BOM Requirements Report (MCR730) / Formulation Requirements Report (MCR770)
These reports were updated to use only planned production records with a status for N-Normal/Active.
Production Planning (MCE120) BOM(MCE120)/FML(MCE230) Planning Entry
These programs were updated to include the Special Order function to add a sales order line that is back ordered and preferred as a build item.
In the lower portion of the screen you can filter planning records by: date, item number, warehouse, status, and sales order document number.
Special Order Entry (MCE120.S)
This new program is used to tie a BOM production ticket to a sales order line that is back ordered and preferred as a build item. This screen is displayed when you click Special Order on the Production Planning Entry (MCE120) screen.
Special Order Entry (MCE230.S)
This new program is used to tie a Formulation production ticket to a sales order line that is back ordered and preferred as a build item. This screen is displayed when you click Special Order on the FML Production Planning Entry (MCE230) screen.
Purchase Orders
Buyers Control Center BOM (POE407) / Buyers Control Center FML (POE408)
A new column was added to display special order and line number. A lookup is available to view that document.
Side Bar list box options were enhanced to now allow filtering and scrolling. Scrolling moves through the items loaded into a particular drop box a page at a time. The ability to scroll back and forth through the pages and go to the first and last page was added. The 9.3.1 incremental release is delivered with some Side Bar drop-box options turned off for scrolling. Those turned on for scrolling are set to limit the Side Bar rows displayed to eight rows per page.
During line entry, Side Bar research functionality is now enabled after the Item field is entered. Limiting, scrolling and double click actions, when available, are also enabled. Drag and Drop during line entry is not allowed.
These changes were also implemented.
Feature demonstration
To see Side Bar scrolling and filtering information, click these links:
Side Bar scrolling and filtering user training
Side Bar scrolling and filtering technical training
The Lead Time displays for receipts indicated different information. The BCC Purchase Order History (POC414) screen display was restricting the receipt lines displayed to be only those lines for the specific vendor. The Lead Time used and displayed in the Buyers Control Center Detail (POE405) screen is the average lead time across all vendors as stored in file ICWHSE.
BCC Purchase Order History (POC414) is a limited view of receipts, focused only on Purchase Order history while the FACTS programs displaying receipts are showing all modules and types of receipts. To clarify the displayed receipt information, these programs were updated to include a Vendor column for receipts: Warehouse/Item FM – Receipts view, Planned Special Order PO Entry - Inquiry function, and BCC Purchase Order History view.
Functionality was enhanced in the Sales Orders and Service and Repair modules.
These enhancements were implemented in Sales Orders.
These enhancements were implemented in Service and Repair:
In AR Static Control FM (ARF988), the Password field was modified to be a required field. It cannot be left blank. This change ensures that there is an actual password for use during a credit check in Sales Order Entry when the Credit Check field on the Accounting tab of Customer FM (ARF910) is set to "Require Password".
The upgrade process, UP93INC, was also modified to insert a default password of "12345" if the Password field in AR Static Control FM (ARF988) is found to be blank during the upgrade.
There was an issue where ending balances of current and next periods were not calculated correctly based on the beginning balance and the account activity.
This information clarifies ending-balance calculations:
New filtering options for units were added for item ledger cards in Inventory Control.
In Item Ledgercards Listing (ICR745), a new Units filter option was added to include: equal to, not equal to, greater than or less than zero; register values only; filters ignored; or the default, which is standard filter settings for the item.
In Item Inquiry (ICI610), Ledgercards view, new Units and Type filters were added below the grid. For the Type filter, click Options to select documents to filter by transaction type: Adjustments, Sales, Purchases, Formulation tickets, Item Balancing Register lines, Production tickets, or Warehouse Transfers. For the Units filter, specify the quantity or setting for filtering ledgercards. Options are: equal to, not equal to, greater than or less than zero; register values only; filters ignored; or the default, which is standard filter settings for the item.
Feature demonstration
To see the power of these new filtering options, click this link:
You can now create review cycle records for temporary items. This allows the Buyers Control Center to process temporary items assigned to a buyer. In Review Cycle Setup, a new Show Zero Item ARPs check box is available to display items without a warehouse/item cross reference record for the vendor and/or warehouse ARPs selected. Double click the line in the browser to display the Setup Review Cycle screen where you can assign buyers for temporary items.
In Sales Order Entry, the temporary item is assigned the vendor as set up with a buyer in Review Cycle Setup for the line's warehouse + ARP. The temporary item quantity is back ordered. Creating a planned special order is not necessary for the BCC to pull in this back-ordered temporary item. Temporary items back ordered in Sales Order Entry are considered "special orders" in the BCC whether a 'planned special order' is created or not.
With the support of Unform v10, in FACTS v9.3, some Unform communications require secure, HTTPS communications. The supporting program, SMC040, that handles this is hard-coded for the non-secure method of communications and is not user-selectable. Changes to the Archiving tab of System Control FM now make the use of secure or non-secure communication methods user-selectable. A new Use Secure URL (HTTPS) check box was added. Setting this check box ensures that all subsequent Unform communications utilize the HTTPS communication method. Clearing this check box, ensures that all subsequent Unform communications utilize the normal, non-secure, HTTP communication method.
Additionally a new command line argument of “-nostatus” was added to the command line that is constructed to check if an archive exists. This new command line argument suppresses the pop-up communications message that is displayed.
The UP93INC upprog contains a new SMS section, defaulting the value to “N”.
Special order overrides allow authorized users to manage special order quantities outside of normal FACTS processing that was added to version 9.3.0. Override quantity changes are at the users own risk. Restrictions already in place in FACTS 9.3.0 for editing of SO or PO or TR documents are not removed.
The override ability applies to quantity and unit changes only. Override ability does not affect system behavior for non-special-order quantities and units from stock. Special-order stock still cannot be used on non-special-orders. Non-special-orders still cannot use special-order stock.
Override privileges provide the ability to create situations where special-order receipt records are over- or under-received. This creates OS type receipt records, even when the special-order receipt remains under- or not utilized. Use the Item Balancing Register to clean up OS type records for over and under situations.
Infor recommends that the override messages are left on for all users with override ability. This allows users to be forewarned that their changes should be carefully considered.
Messages can be displayed to users with override ability to special order quantity changes. This provides knowledge of potential issues. Messages can be turned off, per user with override ability. Users without override ability will also see the relevant messages when changing quantity if that quantity changes falls outside allowed ranges.
Two new check boxes were added to User Code F/M (SMF950):
Feature demonstration
For a deeper understanding of planned special order overrides, click this link:
Planned special order overrides
The external warehouse management system, Acellos Warehouse One, has been rebranded to HighJump. User documentation, online help and licenses were updated for this change.