System Dynamics Corporation

technology leaders since 1975

DYNAMIC 3i VERSION 2.4 RELEASE NOTES

(January 24, 1997 - February 06, 1998)

Program    Description    Release Notes    Reference
ALLSA       New sales by Statement-to Customer option for Sales reporting.    27371
AP1000    Accounts Payable Repetitive Invoice Maintenance    Now supports bi-weekly frequency.    21836
AP1100    Invoice Entry    Warning message displays if no items have been received on reference purchase order(s).    26535
AP1300    Cheque Print    EDI Output now calls up standard Windows 'Save File' dialogue window. This allows user to specify directory and file-name where EDI output is to be saved.    26312
AP1300    Cheque Print    List of Values added to Vendor Number field.    29347
AP1350       New program allows users to preview available document (packing slips, invoices etc. ) formats. Based on this user can select preferred format.    26526
AP1400    Accounts Payable Cheque Register    Now has Detail/Summary post to GL option.    25961
AP2700    Account Payable Invoice Void    Following text added to screen; 'PRESS DELETE RECORD FOLLOWED BY COMMIT TO VOID'.    29152
AP4200    Account Payable Cheque Reconciliation Entry    Now displays 8 unreconciled cheques at a time. Cheques do not display if cheque date is greater than reconciliation date.    27077
AR0400    Order Entry / Accounts Receivable Entries Listing    Can be run for a single branch.    26960
AR1100    Accounts Receivable Screen Inquiry    Customer information displays even if there are no outstanding invoices.    26489
AR2100    Payment Entry    EFT Information button added to right of EFT Cheque flag. This allows drill-down to more EFT related information.    30522
AR3100    Accounts Receivable Cash Application    Now allows 'on the fly' creation of debit memos to log any discrepancies between cheque amount and total invoices' paid. This allows cheque to be applied exactly as per customer instructions.

   30165
AR3300    Cash Application Report    Now prints total number of cheques printed.    26233
AR3600    Account Receivable Adjustments / Write-Offs Report    Write-offs and Transfers now appear as separate totals.    26975
AR4100    Detailed Account Receivable Aged Trial Balance    A/R Aged Trial Balance now looks at both Current and History tables.    29949
AR4100    Detailed Account Receivable Aged Trial Balance    Sort selection determines whether report prints in customer code or name sequence.    30876
AR4100    Detailed Account Receivable Aged Trial Balance    Can now enter up to 999 in Aging Days.    29311
AR5200    Statement Print    New 'AR Statement Print' flag added to Customer Maintenance. This controls whether or not a statement is produced.    26110
CC0200    Job Standard / Actual Cost Report    New cost calculation selection option to provide standard cost based on quantity completed as opposed to a comparison of what was requested. Useful here overruns are common like in paper industry.
    30613
CS0100    Customer's Orders Inquiry    New Message Text button allows display of Order message.    30791
CS0200    Shipping History Inquiry    Modify to allow query by PO# and to display Invoice Date.    30608
CS4100    Request Entry    Customer Service module now tracks Customer Requests (complaints, comments, compliments etc.) and Returned Material Authorizations (RMA's). RMA's once approved automatically create credit notes.    31225
CS4900    Order Entry / Sales Analysis Inquiry    New program displays both open and invoiced sales orders.    20863
DD0100    Table Notes Entry    New Table/Column documentation provides addition information which may be useful when designing your own ad-hoc reports.    29519
DD0100    Table Notes Entry    New Button displays all other tables having same column name.    30406
GB0100    Global File Maintenance    Global user-defined 'special document' messages can now be specified at Branch and Warehouse levels depending on setting of System Flags' document header flag.    25848
GB0100    Global File Maintenance    New database description field added ex) live, test, tor, mtl, nyc etc. This will automatically displayed in MDI Window title to left of DYNAMIC*2000 and will appear in Windows Task List or Task Bar.    26703
GB0150    Directory Code Maintenance    DYNAMIC*2000 Install directories can now be maintained by end user. Pathnames are entered using Directory Code Maintenance and referenced by Global and User Maintenances. This is useful where drive mappings of one user different from those of other users.    27051
GB0300    Warehouse Maintenance    New 'Costing Warehouse' column allows costs to be developed in one warehouse using Product Cost Maintenance and then propagated to other warehouses.    27459
GB0900    Customer Information    System will accrue Volume Rebate Payable and Expense in General Ledger based on Customer Percentage. Volume Rebate amount also gets carried through to sales history.    30615
GB0900    Customer Information    Flex Fields added. These can be used for 'Industry Specific' or 'User Specific' requirements.    30405
GB1000    Vendor Maintenance    New options to 'Print and Fax' and to 'Print and EDI'.    21814
GB1200    Program Flex Fields Maintenance    10 User Defined Attributes or Flex Fields added to Product table. User defines the descriptions of each field. Values accept up to 30 alphanumeric characters.    28413
GB1200    Program Flex Fields Maintenance    10 User Defined Attributes or Flex Fields added to Product table. User defines the descriptions of each field. Values accept up to 30 alphanumeric characters.    27369
GB1210    Salesperson/Commission Rate Maintenance    Default salesman can now be specified more precisely than previously possible. New options include customer/product, customer, product group, customer group, product etc. level. Note: Default salesman on Customer is still used if this table is not set up.    28414
GB1210    Salesperson/Commission Rate Maintenance    Default salesman can now be specified more precisely than previously possible. New options include customer/product, customer, product group, customer group, product etc. level. Note: Default salesman on Customer is still used if this table is not set up.    27397
GB1300    Province / State Maintenance    Add Tax Description. Similar in concept to Country Tax Description.    26379
GB2250    Salesperson Switch    New Mass Salesperson Change program. Options to impact any or all of Customer, Open Orders, Sales History, and Commission tables. NOTE. This program does not replaces Salesperson Re-alignment (gb2200) program which allows salesperson change by postal codes.    28965
GB2800    System Flags Maintenance    New sales by Statement-to Customer option for Sales reporting.    28412
GB2800    System Flags Maintenance    Special Document format flags (invoices, packings slips etc.) can now be specified at Global, Branch, or Warehouse levels. Which is used depends on setting of System Flags document header flag.    26294
GB2800    System Flags Maintenance    New options to track sales by statement-to customer and to default salesperson from statement-to customer.    26797
GB4250    Screen Visual Attributes    When in query mode, fields that can be entered for query are highlighted in a different colour.
When in maintenance mode, display only, mandatory, and non-mandatory fields will display in different colours.		    26247
GB4290    Menu Items    User defined menus. Pull-down menus can be specified per user or group of users. Each menu can contain one set of horizontal choices. Each of these can specify another menu displayed vertically.    26525
GB5300    Program Access Maintenance    Field-level security now works for non-basetable fields. There is a new option in Help pull-down menu to display name of field for any form.    26409
GB6800    Vendor Code Switch    Now displays Vendor Name.    21824
GB7600    General Ledger Code Switch    Now allows multiple accounts to be switched in one run.    29959
GB7610    General Ledger Segment Code Switch    New G/L Account Segment Switch program. Changes all accounts containing specified segment value to a new value.    31882
GB8000    Prospect to Customer Conversion    Customer Prospect Maintenance and Conversion now on Order Entry menu.    29248
GL1100    Journal Entry    Allow re-use of Journal Numbers. Presently program disallows if number exists in GL Transaction History table.    28957
GL1100    Journal Entry    Allow re-use of Journal Numbers. Presently program disallows if number exists in GL Transaction History table.    27572
GL1850    Transaction History Inquiry    New Transaction History Inquiry program.    26955
GL3400    Bank Revaluation    New report/posting program creates GL journal which captures difference between (month-end exchange rate times Bank GL balance) and amount in Bank Exchange GL acccount accumulated throughout month. This difference is then posted to Bank Exchange with offset going to Exchange unrealized loss/gain.    27155
GL6150    Account Description Rebuild    New program to rebuild General Ledger and Product descriptions by concatenating together segment descriptions.    26534
GL6300    Actual vs Budget Variance Inquiry    Now displays GL description.    26954
GL8200    Consolidation Update    Accounts in GL Branches of different currencies can be consolidated together using GL account number specific, profit and loss specific, and balance sheet specific period exchange rates. This enables entry of period-end exchange rates for Assets and Liabilities, mid period rates for Profit & Loss accounts, and GL specific period exchange rates for exceptions like Equity and Retained Earnings.

Currency tranlation amounts are accumlated and are posted to a Cumlative Translation Adjustment GL account (one for each consolidation branch).		    27064
IN0100    Product    Product Maintenance will automatically construct description by concatenating together segment descriptions.    26608
IN0100    Product    Ability to specify 'special document' product specific messsages in any language. For example when printing an invoice for a French customer, you can attach French product specific text.    28022
IN0100    Product    New Price button gives quick access to Price maintencance.    26214
IN0900    Inventory Stock Create Entry    Inventory Stock Create program has been changed to duplicate all items in a warehouse into another warehouse.    26580
IN1110    Product Cost File Maintenance    Cost Control 'update' programs now create audit records in the Product Cost table (in1110). This will allow standard costs of manufactured items to be tracked same as is currently being done for purchased parts.    27575
IN1110    Product Cost File Maintenance    Cost Control 'update' programs now create audit record in the Product Cost table (in1110). This will allow standard costs of manufactured items to be tracked same as is currently being done for purchased parts.    30621
IN1120    Product Cost Journal    Product Cost File Journal now prints cost price per info. Indented Cost Report now prints warehouse number and cost price per on detail lines.    28958
IN1120    Product Cost Journal    Product Cost File Journal now prints cost price per info. Indented Cost Report now prints warehouse number and cost price per on detail lines.    27573
IN1200    Kit Maintenance    Entering negative build quantity causes components to be returned to stock.    25742
IN1850    Lot Hold/Expiry Maintenance    Lots can be put on hold to prevent use of Lot.    30176
IN2100    Receipts Entry    Receipts program in Inventory Control module now updates General Ledger. Note: This program would normally only be used by DYNAMIC*2000 users who do not have the Purchase Order module.    27063
IN3100    Transfer Request Entry    For Lot Controlled items, can enter a differ ent lot number for product in receiving warehouse than lot it was assigned in sending warehouse.    28431
IN3500    Transfer Report By Receiving Warehouse    New report selection parameters. First specifies whether multi-step, single-step transfers or both to print. Second is a status range (entered, printed, shipped, received etc.).    27069
IN3900    One-Step Warehouse Transfer    Transfer number now displays once user commits.    26536
IN4400    Physical Inventory Update    Program now update General Ledger Inventory Value and Deviation accounts. Both are specified on Reason table.    26447
IN5100    Inventory Value Report    New option to Sort/Break by Warehouse Number.    29214
IN5300    Summarized Stock Status Report    New option to print only items for which there is activity during selected month.    27062
IN6000    Inventory Movement Inquiry    New pop-up window displays bin location, standard cost, and cost price per. Provides audit of standard cost changes.    28959
IN6000    Inventory Movement Inquiry    New pop-up window displays bin location, standard cost, and cost price per. Provides audit of standard cost changes.    27574
IN8710    Product Lot/Bin Switch    New feature allows lot numbers to be changed. If new lot number already exists, then lots are merged.    28430
IN8810    Inventory Usage Report    New Inventory Usage Report

This report shows the last 12 months usage of inventory. Usage is
defined as something sold to a customer or something used in the
manufacturing of a product. Usage starts at the current period and goes
back 11 months.

Also shown are the product group (PG), product code, item description,
vendor, unit of measure (UOM), warehouse (WHS), quantity on hand
(QOH), and allocated followed by the twelve months beginning with the
current month (e.g. if the current month is February the sequence will be
FEB, JAN, DEC, NOV through to MAR).
    28415
IN8810    Inventory Usage Report    New Inventory Usage Report

This report shows the last 12 months usage of inventory. Usage is
defined as something sold to a customer or something used in the
manufacturing of a product. Usage starts at the current period and goes
back 11 months.

Also shown are the product group (PG), product code, item description,
vendor, unit of measure (UOM), warehouse (WHS), quantity on hand
(QOH), and allocated followed by the twelve months beginning with the
current month (e.g. if the current month is February the sequence will be
FEB, JAN, DEC, NOV through to MAR).
    27398
IN8820    Excess Inventory Report    New excess Inventory Report

The Excess Inventory Report creates either a report or a flat file
or both listing the product group, product, custom flag, unit of
measure, unit cost (average or standard cost (depending on the Cost Flag in
System Flags Maintenance, (gb2800)),
cost price per, warehouse, quantity on hand, quantity allocated, 6 months
usage and various calculated fields.

    27370
IN8820    Excess Inventory Report    New excess Inventory Report

The Excess Inventory Report creates either a report or a flat file
or both listing the product group, product, custom flag, unit of
measure, unit cost (average or standard cost (depending on the Cost Flag in System Flags Maintenance)), cost price per, warehouse, quantity on hand, quantity allocated, 6 months usage and various calculated fields.

    28416
IN9090    Product Photo Import    Browse button causes Windows 'Open File' dialague window to be displayed.    26054
IN9530    Issues Report By Product Group    Product Range Selection added.    21826
MENU       Menu image (currently SDC Logo) can now be changed. This is done in Global Maintenance.    26752
MENUS       Menu Display. Menus are dimmed that user not licensed to use.    27781
MENUS       Menu to menu performance dramatically improved by not re-displaying company log with each menu change.    26286
OE0500    Open Order Backlog Report    new Open order backlog report. Program oe0500/0501.

The Open Order Backlog Report will display quantity and amount in
back orders for the nine periods including the one you enter as the starting
point forward. This report will be sorted by region, salesperson, customer,
and product group. Sub totals are by product group, customer, salesperson and region
with a grand total at the end. Back orders are by order number and product showing the
entered by, quanty and value for each of the periods and a total to the right
of each for summary totals as stated above under sub totals. This report has selection
criteria to define wether you want the report by statement to, bill to or ship to.

    27392
OE0500    Open Order Backlog Report    new Open order backlog report. Program oe0500/0501.

The Open Order Backlog Report will display quantity and amount in
back orders for the nine periods including the one you enter as the starting
point forward. This report will be sorted by region, salesperson, customer,
and product group. Sub totals are by product group, customer, salesperson and region
with a grand total at the end. Back orders are by order number and product showing the
entered by, quanty and value for each of the periods and a total to the right
of each for summary totals as stated above under sub totals. This report has selection
criteria to define wether you want the report by statement to, bill to or ship to.

    28417
OE0800    Sales Order Request Entry    New Sales Order Request Entry and Update programs. This is a stream-lined Order Entry geared to non-clerical staff like sales representatives.    31226
OE1750    Price File Purge    New Pricing Purge program allows deletion of pricing information that is no longer current.    29049
OE2100    Order Entry    Display warning message if entered Purchase Order number matches that entered on another order (for ship-to customer). To enable this feature, Unique Customer PO system flag must be set to 'W'.    27578
OE2100    Order Entry    Lot Number List of Values now display in ascending expiry date sequence.    29371
OE2100    Order Entry    Can now consume sales forecast at the Statement-to Customer level. If Order Entry does not find forecast data at ship-to or bill-to levels, it will then check statement-to. If found,statement-to sales forecast will be reduced.    27590
OE2100    Order Entry    New check box indicates existance of Customer Document Text. So in addition to printing on special documents, this information is now viewable when order is entered.    30618
OE2100    Order Entry    Can now consume sales forecast at the Statement-to Customer level. If Order Entry does not find forecast data at ship-to or bill-to levels, it will then check statement-to. If found,statement-to sales forecast will be reduced.    28963
OE2100    Order Entry    Display warning message if entered Purchase Order number matches that entered on another order (for ship-to customer). To enable this feature, Unique Customer PO system flag must be set to 'W'.    28966
OE2100    Order Entry    Shipping Date now stored at Order detail level. This becomes important when order contains combination of stock and drop shipped items    26974
OE2200    Packing Slip Print    NCR Specific Mod.
Ability to out put packing slips to printer odr flat file


    27413
OE2200    Packing Slip Print    Invoice now prints reprint if this is second time invoice printed.    27674
OE2400    Order Entry Shipping Confirmation    Order Message can now be viewed / changed.    30610
OE2450    Export Order Confirmation    Program now accepts future and quote order types. Port of Loading, Port of Discharge, Shipping Mark, and Vessel/Flight are new fields. In addition to skid weight, the Packing Slip prints the weight for each product.    37717
OE3000    Blanket Order Release    Now easier to use. Order Entry (oe2100) now automatically calls up blanket order release screen after customer # is entered if a blanket order exists for the customer. OE2100 also changed to update blanket order when manual addition/changes of a product are done in OE2100.    28960
OE3000    Blanket Order Release    Now easier to use. Order Entry (oe2100) now automatically calls up blanket order release screen after customer # is entered if a blanket order exists for the customer. OE2100 also changed to update blanket order when manual addition/changes of a product are done in OE2100.    27399
OE3500    Hold Order Report    Add option to report to print credit hold, manual hold or both.
Add hold reason and description to report.		    30605
OE3500    Hold Order Report    Now has Order Type selection range.    30609
OE4100    Invoice Update    Add ability to create AR ASCII invoice file instead of updating AR tables.
Add ability to feed back an ASCII invoice file to update outstanding AR balances for credit limit checks.		    28418
OE4100    Invoice Update    Can now run by branch.    25097
OE4100    Invoice Update    Add ability to create AR ASCII invoice file instead of updating AR tables.
Add ability to feed back an ASCII invoice file to update outstanding AR balances for credit limit checks.		    27415
OE6500    Customer Template Order Form Print    Warehouse selection range added to screen.    26537
OE9750    Order Hold Maintenance    Ability to put sales order on hold. This prevents Picking Slip from being printed.

New Order Hold Maintenance program created that allows user to put order on hold on take order off hold.		    27407
OE9750    Order Hold Maintenance    Ability to put sales order on hold. This prevents Picking Slip from being printed.

New Order Hold Maintenance program created that allows user to put order on hold on take order off hold.		    28419
OE9800    Order Entry Mass Price Changes    New feature to 'Mass Re-Price' open orders and/or promotional price table. There is also a new 'Firm Pricing' field on Order Entry screen (default off) which prevents automatic repricing for particular orders.
    28420
OE9800    Order Entry Mass Price Changes    New feature to 'Mass Re-Price' open orders and/or promotional price table. There is also a new 'Firm Pricing' field on Order Entry screen (default off) which prevents automatic repricing for particular orders.
    27386
PC2500    Work in Progress Valuation Report    This program reports on all jobs/subs with status 'wip' giving required versus issued quantities of material and labour and total amounts for material and labour. It also shows the material issued and the quantity in process.    30622
PC2500    Work in Progress Valuation Report    This program reports on all jobs/subs with status 'wip' giving required versus issued quantities of material and labour and total value amounts for material and labour. It also shows the material issued and the quantity in process.    27404
PC2800    Shrinkage Report    Add a new report program to show the percent of shrink based on what was put into an operation and what comes out.
   24792
PC3300    Material Usage By Job    Add option to compare entered date range against transaction date or job completion date. Current program only compares transaction date to dates entered.    28961
PC3300    Material Usage By Job    Add option to compare entered date range against transaction date or job completion date. Current program only compares transaction date to dates entered.    27586
PC4100    Labour Usage Entry    New option to show labour efficiency % based on standard or earned hours. Version 2.3 always used earned hours.    28962
PC4100    Labour Usage Entry    New option to show labour efficiency % based on standard or earned hours. Version 2.3 always used earned hours.    27402
PO0300    Vendor Product Pricing Maintenance    Add ability to print price on purchase order in the vendors pricing unit of measure.
    28421
PO0300    Vendor Product Pricing Maintenance    Add ability to print price on purchase order in the vendors pricing unit of measure.
    27410
PO2000    Purchase Order Entry    Now displays Vendor Product Number and Description at bottom of screen.    29440
PO2000    Purchase Order Entry    Add new hold flag and explanation code to PO entry to allow ability of putting PO's on hold or taking them off hold. This prevents Purchase Order from being printed.    28422
PO2000    Purchase Order Entry    Add new hold flag and explanation code to PO entry to allow ability of putting PO's on hold or taking them off hold. This prevents Purchase Order from being printed.    27403
PO2200    Purchase Order Print    Company Name and Address will optionally print from Global, Branch, or Warehouse tables.    25841
PO3200    Projected Receiving Report    Product Range selection now available.    21827
PO5100    Stock Receipt By Purchase Order    New system flag to control whether global receiving is allowed and maximum number of details this type of receipt is allowed for.

ex) If 10 specified, then all receipts with more than 10 line items on P.O. would force manual receipt of each line.		    26533
PO5100    Stock Receipt By Purchase Order    Track actual cost for Lot controlled items. If 2 or more lots are merged, then use weighted average to determine actual cost of merged lots.    27159
PO5400    Receipt Listing By Receipt    Print Lot Number and Expiry Date.    30011
PO5600    Receipt Inquiry    Receipt Inquiry now displays Actual Receipt Date.
Purchases by Product Code Inquiry now displays Last Receipt Date and PO Cost.		    30611
PO9800    Purchase Order Vendor Change    New program to switch purchase order from one vendor to another vendor. Only possible prior to purchase order being printed.    28423
PO9800    Purchase Order Vendor Change    New program to switch purchase order from one vendor to another vendor. Only possible prior to purchase order being printed.    27406
PP1110    Forecasting Simulation    Production Planning module renamed to Forecasting and Planning.    24782
PP2100    Master Production Schedule Maintenance    Customer name displayed instead of customer number.    30614
PP2400    Production Report    Report now has option to print planned production, firm production, and work orders.. Hours column added which displays total planned hours for making each product. The report is sorted by planner code and then by due date with sub-totals of planned hours for each planner.    30616
RP1200    Purchasing Requirement Report / Extract    Stock Allocated now includes Firm Planned Production. This may mean items will now appear on report that didn't before this change.    30619
SA       All Order information now being posted to Sales Analysis.    28424
SA       Sales Analysis Reports.

Add Branch prompt. Default to user branch.
Add Warehouse prompt. Null will default to all warehouses user has access to within branch.

Print currency recap instead of grand total because of potential for mixed invoice currencies.

Profit Reports. Sales, Cost, and Profit should appear in Branch home currency for proper profit analysis.		    26212
SA       All Order information now being posted to Sales Analysis.    27400
SA0110    Invoiced Order    Display User Entered By, User Last Changed, Shipping Weight, Ship Via, Tracer #, No. of pieces, Payment amount and code.    30612
SA0520       PST Report now sorts by province.    30617
SA1220    Sales Commission Report    Old Salesman Commission (from Version 2.2) re-released. Note: The new format Commission Report is available as a separate menu selection.    27050
SA2001       Now print additional columns; cost of sales, gross margin and % margin.    27389
SA2001       Now print additional columns; cost of sales, gross margin and % margin.    28425
SA2900    Gross Profit Report By Month    New Gross profit Report by month.

Gross profit report by month to show gross profit for any 12 month period. Data included in report is selected period plus 11 previous periods. Report prints sub-totals by 1st characters of product group.
    27390
SA2900    Gross Profit Report By Month    New Gross profit Report by month.

Gross profit report by month to show gross profit for any 12 month period. Data included in report is selected period plus 11 previous periods. Report prints sub-totals by 1st characters of product group.
    28426
SA3400    Sales By Product Group    New 'Sort by Product Group all Branches' option added to selection screen.    29215
SR0500    Structure Maintenance    New System Flag controls whether you can change or delete Structure codes without setting up a new revision.    28427
SR0500    Structure Maintenance    New System Flag controls whether you can change or delete Structure codes without setting up a new revision.    27599
SR0550    Structure Photo Import    New feature to import an image into the Structure table. This will print on the work order and be displayed by Structure Maintenance.    28428
SR0550    Structure Photo Import    New feature to import an image into the Structure table. This will print on the work order and be displayed by Structure Maintenance.    27597
SR1200    Routing File Maintenance    Optionally can maintain Routing Revisions (similar to Structure revisions). This is controlled by a system flag. If set then only way to modify an existing routing is to create a new revision.    28964
SR1200    Routing File Maintenance    Optionally can maintain Routing Revisions (similar to Structure revisions). This is controlled by a system flag. If set then only way to modify an existing routing is to create a new revision.    27598
      New Mass Salesperson Change program. Options to impact any or all of Customer, Open Orders, Sales History, and Commission tables. NOTE. This program does not replaces Salesperson Re-alignment (gb2200) program which allows salesperson change by postal codes.    27401