System Dynamics Corporation

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DYNAMIC 3i VERSION 2.5 RELEASE NOTES

(February 07, 1998 - November 30, 1998)

Program    Description    Release Notes    Reference
AP1100    Invoice Entry    Allow entry of free-format explanation per GL distribution. This would then be posted to gltmst explanation.    29026
AP2800    Accounts Payable Unmatched Invoice Report    Branch and Bank ranges added to selection screen.    31880
AP6800    Suspended Invoice Report    Branch and Bank ranges added to selection screen.    31881
AR2300    Bank Deposit Report    Selection screen now prompts for a bank range.    34379
CS0100    Customer's Orders Inquiry    Change purchase order inquiry popup to also show vendor name.
Change order entry inquiry popup to show order status and entered by.		    34697
CS4100    Request Entry    1) Add scroll bar (to right of Product Price) to simplifly display of multiple products per request#.    32005
CS4100    Request Entry    Customer service request code expanded from 6 to 10 characters.    32109
CS4800    Customer Issues Inquiry    New inquiry program shows customer call-in activity including invoice, order#, call date, turnaround time, prouct #, request, and resolution..    34995
GB0060    District Maintenance    New program. Each employee is assigned to a district and each district to a region. Future releases of DYNAMIC*2000 will start to use district in some Sales reports. Currently you can report only by salesperson and/or region.    34025
GB0070    Region Maintenance    New program. Version 2.4 to 2.5 upgrade program will auto-create region rows in this table based on distinct values of region on your Employee table. It will one district per region with the same code as the region.    34024
GB0090    Employee Master Maintenance - Personal Information    Can now specify multiple contacts per employee. Each contact includes phone, fax, and internet info.    33177
GB0090    Employee Master Maintenance - Personal Information    Add flex fields to program.    32442
GB0090    Employee Master Maintenance - Personal Information    Expand employee_no (salesperson, buyer, planner) from 5 to 6 characters.    31877
GB0100    Global File Maintenance    Screen date format can be set (see NLS DATE FORMAT) on a system-wide basis. Possibilities include rr-mon-dd, dd-mon-rr, rr-mm-dd, mm-dd-rr, dd-mm-rr, rr/mm/dd where rr is the year. 'rr' is the Y2K compliant year specification.    35047
GB0100    Global File Maintenance    The EDI directory (for incoming and outgoing files) is now maintainable.    34662
GB0220    Country Maintenance    Add new field to indicate whether Sin# in employee maintenance should be validated or not. Only Canada has this validation.    34671
GB0310    Employee Listing    Add new Sin, employment date, termination date, employment status and job class fields to report.    34606
GB0320    Database Links Maintenance    New program to allow SDC administrator to create database base links to non-SDC Oracle database for use in interfaces.    34393
GB0900    Customer Information    Customer mailing list id now displays. This is useful if you are buying mailing lists and want to analyze effectiveness. Also could be used to track other sources of new customers (tv ad, reference etc.)    35048
GB0900    Customer Information    Add status field (active or inactive). Change OE2100 to not allow inactive customers.    35000
GB0900    Customer Information    Add Unique Customer P/O flag. This defaults to the System Flags setting. It can be set to not required, unique/warning, unique (disallow order), and non-unique. In other words you can have a company wide purchase order # policy but make exceptions by customer.    35026
GB0900    Customer Information    Customer contacts now accept fax phone number.    32553
GB0900    Customer Information    New fields. 'Hold flag' can be used to automatically place new customers on hold. Or it can be used to manually hold customer for other reasons.
'Metric flag' determines customer measurement system preference (metric vs. imperial).		    35049
GB0900    Customer Information    Prompt for Prepayment type, Credit card type, credit card number and expiry date. If pre-payment selected, then order entry (oe2100) will automatically display this when an order for customer is entered.    32552
GB0930    Postal Code Salesperson Defaults    Allows specifying default salesperson based on postal/zip codes. New customer/prospect entry will then default the salesperson base on this information.    34607
GB0950    Customer Defaults Maintenance    By entering 'customer default' values in this program, it is possible to enter new customers in gb0900 by specifying only name, address, and phone, then pressing commit. Defaults can be entered for salesperson, category, trade class, terms, billing options, and invoice preference.    34584
GB1000    Vendor Maintenance    If AP accrual and AP control accounts set up on Vendor table, then GL Posting should use these accounts instead of those on the Currency table.    31580
GB1000    Vendor Maintenance    Vendors now support multiple contacts. For each, a phone, fax, and email address can be specified.    32892
GB1000    Vendor Maintenance    Replace current single contact name with multiple contacts. Allow entry of phone, fax, and email address for each contact.    33124
GB1200    Program Flex Fields Maintenance    Now supports date fields.
Can also attach descriptions to default values and to valid values. Flex fields now perform validations with list of values and default value. Flexfields are available on employee, customer, prospect, product, stock, vendor, region, district, pricing contract, and mailing list tables.		    34996
GB1200    Program Flex Fields Maintenance    Add ability to add validation, LOV's and default values to flex fields.    33026
GB1300    Province / State Maintenance    Add new flag to province maintenance to have provincial tax treated as GST. This is useful for HST situations where the PST/GST is combined into one rate and posted to GST Payable GL account .    31698
GB2300    Change Password    SDC system administrator can now change user passwords without knowing the old password.    34500
GB2800    System Flags Maintenance    New inactive pricing flag. If set, then order entry will allow reference to inactive (past or future) price lists via entry of a pricing date.    35035
GB2800    System Flags Maintenance    'Customer Purchase Order required' system flag now has a 'non mandatory' value.    35009
GB2800    System Flags Maintenance    New message alert flag. If set, then all messages will display in alert boxes. Currently they display at the botton of the window in small font.    34658
GB2800    System Flags Maintenance    New 'print packing slip with B/O' system flag. Allows fully back-ordered to have a packing slip printed.    35030
GB2800    System Flags Maintenance    Customer Alt.Name. There is now a second name on the customer table. The string entered here becomes the prompt or title of this 2nd name.    35031
GB2800    System Flags Maintenance    New shipping units flag. If set, causes Price maintenance to prompt for shipping unit of measure and factor. It also allows order entry to accept order in shipping unit of measure instead of the normal order or pricing unit of measure.    35033
GB2800    System Flags Maintenance    New reference invoice flag. If set then order entry will display a warning message if valid invoice number is not entered for credit notes.    35036
GB2800    System Flags Maintenance    New delete alert flag. Causes delete alert message to display whenever user attempts to delete data.    35037
GB2800    System Flags Maintenance    New automatic order hold flags. Setting these will cause order to be placed on hold if order fails check criteria. The automatic hold check criteria are,
No Pricing Information, Price Overriden, Price less Cost, Price less than Lowest Price Break, Credit Card Authorization, Cheque Authorization, and New Customer.		    35040
GB2800    System Flags Maintenance    Add system flag to determine whether jobs manually created in PC0100 have sub jobs created for them.    34698
GB2800    System Flags Maintenance    New job detail create system flag. If flag is set allows entry of production job without having required structures and routings in place. This allows for quick entry of jobs for new products. Once structure/routing data is entered, it is automatically attached to the job when confirmation is done.    35038
GB2800    System Flags Maintenance    If Menu Selection flag set to Hide, then menu items that user does not have access to will not display on the menu.    33874
GB2800    System Flags Maintenance    New pricing date flag. Determines whether orders are priced based on order or shipment date.    35034
GB2800    System Flags Maintenance    New pricing method flag. Controls the available pricing options in Price Maintenance (oe1700). If Price Break Pointer selected, then oe1700 will allow entry of a 'list price quantity/price break' pointer. If Delivered Pricing option selected, then oe1700 will prompt for a 2nd set of prices. This allows specification of both FOB delivered and FOB plant prices (this option is not yet supported by Order Entry program). Standard selection will cause neither price break pointer or delivered price fields to appear.    35032
GB2800    System Flags Maintenance    Add system flag to control whether OE tax calculations will round or truncate fractional part of calculation. If truncate option selected, then tax will be truncated to 0 decimals.
    35028
GB2800    System Flags Maintenance    New Dimentional data.
Metric flag. Set to 'X' if you enter your product weights in metric units. Metric flag also appears on Country and Customer tables. This allows customer documents to display dimentional data per their preference.

Imperial length, weight, volume, and weight/volume units.
Metric length, volume, volume, and weight/volume units.
NOTE. Units must exist on Unit table. Weight/volume is used for air shipments and prints on new Packing Slip described under reference 35025.
   35041
GB2800    System Flags Maintenance    New 'update registry' flag. This flag defaults to on and should only be changed with SDC assistance. It is useful if for some reason you don't want SDC run-time making changes to the Oracle registry key. (SDC must modify registry key to enable dual test/live program environment).

Possible reasons for changing this flag value include running other (non-SDC) Oracle client software (where the non-SDC program relies on Oracle registry key values to function correctly) and running Citrix (you don't want ORACLE_LOCAL, ORACLE_TEMP, and REPORTS25_TMP server registry values to change).		    35050
GB4240    Enhanced Report Look Maintenance    Can now specify startup and exit 'sound effects'. See Global User Preferences menu.    31837
GB4700    Prospective Customer Maintenance    Flexfields added.    34246
GB5700    Branch Table Maintenance    New field 'Exporter number'. This prints on the new format Commercial Invoice (reference 32984).    35051
GB8650    Pricing Audit Listing    This program is an audit of all manual price changes.    35054
IN0100    Product    Ordering, shipping, and purchasing conversion (to stocking unit) factors now support 6 decimals.    35061
IN0200    Stock Maintenance    2 new fields. The first is 'Country of Origin' which prints on the new Commercial Invoice. The second is 'Master Pack'. This can be used to store the number of smaller cartons in the master carton.    35052
IN0400    Product Code File Listing    Now has a product description sort option.    34154
IN1000    Product Group Maintenance    2 new fields. The first, 'Gross Margin %' is used in one of the automatic hold order checks. The second, 'Freight charge' is for future use (it has been added to table but not to the screen).    35053
IN5400    Lot Expiry Report    Selection screen now prompts for warehouse range and has an option to print lots on hold, not on hold, or both.    34743
IN8100    Hazardous Material Information Maintenance    Transportation of Dangerous Goods. Placard Flag ('F'lammable, 'C'orrosive, null) added to table.
Placard threshold weight and Flammable/Corrosive messages added to Global table. Packing slip will be modified in a future release to print TDG data.		    35023
INSTAL       Version 2.5 of DYNAMIC*2000/ SE*2000 requires entry of a serial number to activate the software. After installing the software, and calling up the menu for the first time, you will be required to enter this number (available from SDC Customer Service).    33625
MENUS       All menus now have a 'Save menu' option. This allows you to promote the current menu to the top of your window. By doing this, you can select a program, exit, and then still be in the same menu. This option may reduce the number of menu levels system requires you to traverse.    34123
OE0860    Pricing Contract Maintenance    New program allows entry of customer or customer group pricing data not stored on the Pricing table (oe1700). Also some data entered here like effective and expiry dates are used as defaults in oe1700. The contract number can be referenced from oe1700 and from Order Entry (oe2100).
Other new data elements include MINIMUM ORDER Quantity (by product) and SHIPPING INSTRUCTIONS. Order entry will reject any orders for specified product with order quantity less than minimum order quantity.		    35007
OE0860    Pricing Contract Maintenance    Several data elements have an impact on automatic price changes.
1) Guarantee date. Any price changes prior to guarantee date are ignored.
2) Percantage cap (at prod.group). Cannot increase prices more than this cap over life of contract.
3) Price valid date. Any price changes occurring between effective date and this date will be ignored.
4) Notification days. This is the minimum notification period a customer must be given. If a put through a price increase today but customer requires 30 days notice, then effective date becomes 30 days hence.		    34829
OE0870    Shipping Method Maintenance    New table for storing different shipping methods or modes (air, sea, over night, weekend delivery etc.). Each can be attached to a Calendar which determines which days are holidays for purpose of calculating order entry delivery dates. Default code can be set up per customer with override allowed at oe2100.    35043
OE0880    Shipping Terms Maintenance    New table replaces FOB free-format order text. This table contains a code, a charge freight flag, and comments. A default shipping terms code can be assigned per customer and changed at the order level.    35004
OE0890    Freight Rate Maintenance    New table for estimating freight charges at order entry. Table also allows entry of shipping days (replaces Version 2.4 Shipping Days program) for specified shipping method. The table is keyed by warehouse, city, province/state, country, and postal code, any of which can be ommitted. Freight charges are entered per weight breaks. For this feature to work, product weights must be entered, and the customer shipping terms must be one where the charge freight flag is set.    35044
OE0910    Salesperson Contract Price Increases    Report of pending price increases that sales people can use to notify their customers.    35055
OE0920    Invoice Preferences Maintenance    New table added to satisfy Oracle Manufacturing requirement. Default specified per customer with override possible at order level.    34997
OE0930    Billing Options Maintenance    New table added to satisfy Oracle Manufacturing requirement. Default specified per customer with override possible at order level.    35008
OE1700    Price File Maintenance    It is now possible to enter a NULL expiry date for price records. This means that price will never expiry unless another price with a later expiry date is entered for the same product.    35080
OE1700    Price File Maintenance    Add Gl branch to pricing table so that different pricing can be entered for different branches.    32996
OE1700    Price File Maintenance    Can now enter a customer price record that points to a specific price break on the 'list price' record. This is done via a price pointer. System flag must be set to enable this feature.    35021
OE1700    Price File Maintenance    New 'Entry Mode' field dynamically re-configures screen layout depending on what type of price list you are maintaining. This is done to minimize keystrokes required to enter the price lists. Possible entries are All (same as V2.4), Product, Customer/Product, Contract/Product, and Promotion/Product.    35111
OE1700    Price File Maintenance    It is now possible to enter a shipment unit of measure and factor. This is for cases where the shipping unit is different from the pricing (order) unit. If entered here, Order Entry will prompt for order quanity in shipping units but still price in pricing units. All order reports in SDC will continue to show quantities in pricing (order) unit of measure. In future we will modify invoice print to print quantities in shipping unit of measure, ship.unit description, price, and pricing unit description.    35017
OE1800    Price Listing    New options allow price lists to be printed for specific promotions or contracts.    34998
OE2100    Order Entry    Allow override of customer category at Order Entry.
Accept 'Special Label' flag for passing to Oracle Manufacturing.		    35003
OE2100    Order Entry    Provide a 'new customer' button which will allow operator to capture new customer information while entering order. This feature along with new 'defaulting' logic allows capture of new customer by entering just name,address, and phone.    35002
OE2100    Order Entry    When salesman entered, display salesman district. Provide lookup by salesman district or salesman name.    34999
OE2100    Order Entry    Program now prompts for a 'price quantity'. If entered, this quantity is used to point to specific product quantity/price breaks. This is a good solution when multiple products are combined when determining which price break to use.    35018
OE2100    Order Entry    New customer search window allows lookup of ship-to/bill-to customers by any or all of customer names, phone#, and address.    35006
OE2100    Order Entry    Prepayments are now processed in one window. In previous releases, there was one window to select prepayment and another to enter prepayment details.    33004
OE2100    Order Entry    Orders can be manually put on hold for user-defined reasons.    33005
OE2100    Order Entry    Change shipping date calculation to be sensitive to holidays.    34746
OE2100    Order Entry    Pricing algorithm now checks for ship-to customer prices before checking the bill-to.    35019
OE2100    Order Entry    Can now reference expired or future price lists via a price date.    35020
OE2100    Order Entry    Enhance look/functionality of order entry header information by adding buttons. These include New Customer, Contacts, Charges, Ship-to, Dates, Header, Bill-to, Prepayment, and Invoice Print. At the detail level there are buttons to access Gross Margin info and Dates.    33097
OE2100    Order Entry    Demand flow flag can now be set per individual stock item.    33249
OE2100    Order Entry    Add new 'apply' button to template popup. Button to accept remaining lines and qty's as is. This reduces keystrokes if template is always accepted as is.    34571
OE2100    Order Entry    For 'D' and 'C' order types, there is a new 'Print Invoice' button.    33771
OE2100    Order Entry    Change contact name to be maintainable. It defaults from the ship-to customer contact name which is an 'oe' contact type.    34609
OE2100    Order Entry    If order /stock factor < 1, then display message if order quantity is not an integral number of stocking units. This might be useful if you stock in cases and sell by each and you don't want to sell part cases.    34778
OE2100    Order Entry    Depending on System Flag settings, it is now possible to automatically put orders on hold for one or more of following reasons:
no contract or list price,
price changed at order entry,
price less than cost,
price less than lowest quantity/price break,
credit card authorization required,
waiting for reconciliation with cheque,
gross margin less than low limit (set on product group table).		    35005
OE2100    Order Entry    Program prompts for free-format Additional Terms and 5 new additional Charges (Cartage, Insurance, Legalization, Handling, and Other). These are all printed on the new-format Pro Forma/Commercial Invoice.    35046
OE2100    Order Entry    New feature to manually put an order on hold for other than credit or one of the new automatic hold reasons.    35045
OE2100    Order Entry    Add popup showing ship-to customer contact names, titles, and phone numbers.
Change product LOV to show whether product is a custom product.
Allow override of customer back order flag.
Option to display window showing revenue, cost, profit.
Show credit problem prior to entering order.		    35001
OE2100    Order Entry    Program now prompts for Purchase order date.    35042
OE2100    Order Entry    Ship Via code is now validated vs the Shipvia table. It is no longer free-format text entry.    33252
OE2200    Packing Slip Print    Modify the Packing Slip program to still print even when the products associated with the order have no stock. This option is controlled by a new system flag.    32539
OE2400    Order Entry Shipping Confirmation    Program now records the shipping username.    35058
OE2400    Order Entry Shipping Confirmation    New option to close line items that have been partially shipped.    35011
OE2450    Export Order Confirmation    New programs allow capturing of additional shipping data (skid#, skid gross weight, skid dimensions, from/to carton#, country of origin etc.). This additional data is used by a new format 'Pro Forma/Commercial invoice' and 'Packing Slip/Bill of Lading'. THIS PROGRAMS SHOULD ONLY BE USED IN YOUR TEST ENVIRONMENT.    35025
OE2460    Packing List Print    New attractive bit-mapped format. Multiple orders for the same customer can be consolidated on to a single packing slip. The system will assign a unique packing slip number. THIS PROGRAMS SHOULD ONLY BE USED IN YOUR TEST ENVIRONMENT.    32983
OE2470    Commercial Invoice Print    New attractive bit-mapped format. THIS PROGRAMS SHOULD ONLY BE USED IN YOUR TEST ENVIRONMENT.    32984
OE4100    Invoice Update    New 'repeat business' flag added to sales history table. Possible values are 'cn' (customer - new product), 'cr (customer - repeat product), and 'pn' (prospect new). 'cn' is a the first sale in a given product group over a 12 month period. 'pn' is where a customer hasn't purchased any products in the last 12 months and remains 'pn' for the next 12 months. 'cr' is a collection of sales that do not fall under 'pn' or 'cn'.    34625
OE4600    Shipping Schedule    New report sorted by Expected ship date, country, province and city. Should help in organizing shipments on to carriers.

Expected Destination Customer Order Product Quantity Shipping Weight Ship Date #

Screen prompts for Expected Ship Date, Country, Province, City, and Customer.
    33427
OE9900    Price Change By Product Group    Add checkboxes to allow changes to only certain types of price lists (customer, customer group, clas/province, class, province, contract, promotion, and list price). Prompt for Contract and Promotion codes. Prompt for product range.
Each automatic price change is assigned a unique reference number and all selection criteria are stored on an audit table.		    34075
OE9910    Automatic Price Change Audit Report    Report of all 'automatic' price changes. Show who, when, and what selection criteria were entered.    35056
PC       New system flag controls whether production postings are done real-time (at time of transaction entry) or in batch.    34461
PC3120    Batch Sheet Usage    Alternate 'one-step' method of entering material usage and confirming jobs. It also allows confirming production into a different warehouse and entering of components used from a different warehouse. This could be used for 'off-spec' production.    35022
PO2200    Purchase Order Print    New 'Exclude Closed Detail Lines' option'. If set then fully received or manually closed line items will not print.    35012
SA0520       Now prompts for beginning and ending province code.    30995
SM2500    Mailer Print    Remove customer, class and country ranges prompts. Replace with mailing list code selection.    34264
SM2700    Prospect Label Print    Remove customer, class and country ranges prompts. Replace with mailing list code selection.    34265
TM0900    Mailing List File Maintenance    New program allows manual or automatic creation of mailing lists. If automatic can create by mailing lists from customer/prospect databases using variety of selection criteria. Can also specify specific contact types that should be targeted by mailing list.    34259
TM1000    Automatic Mailing Records Creation    Program prompts for new mailing code, description and the following selection criteria: Class range, Category range, Customer # range, Country, Prov/State, Branch range, Warehouse range, Region range, Salesperson range, Flexfields, Customer Type (customer or prospect), product class range, product group range, last order date and last nonorder date.
    34260
TM1100    Mailing List Export    New program that will create a text file containing customer code, name, address1, address2, address3, telephone number, contact name, contact type description, contact telephone number, contact fax number and contact e-mail address.

The program will prompt for mailing list code and contact type (null contact type means all).		    34266
TM1200    Mailing List Import    New program will import a text file into SDC mailing list table and assign a unique mailing list code    34309
TM1300    Mailing List Report    The program will print customer name , address (includes city, province, postal code and country) and contact type and name.    34411
TM1400    Promotion / Mailing List Update    New program which will associate a mailer code with a pricing promotioin code. For all customers on the mailing list, program will update customer default promotion code, and insert an 'outgoing' call record into the Customer Calls table.    34419