System Dynamics Corporation

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DYNAMIC 3i VERSION 2.6 RELEASE NOTES

(December 01, 1998 - September 26, 1999)

Program    Description    Release Notes    Reference
AP1100    Invoice Entry    AP Invoice entry now defaults transaction date to that of previous invoice. This reduces keying effort.    36851
AP3100    Accounts Payable Journal By Vendor Report    New option to sort by vendor name.    36424
AP7700    Accounts Payable General Ledger Distribution Summary    New report summarizes A/P general ledger postings by vendor and fiscal quarter (1-4).    35540
AR1400    Credit Limit Expiry Report    New option prints customers who have exceeded their credit limit.    31162
AR2100    Payment Entry    New 'Apply Cheque' button allows cheque to be applied directly from Cheque Entry screen.    33763
AR3300    Cash Application Report    'Days Outstanding' now prints (bitmap only). This is the difference between the closing date and the invoice date.    37724
AR3600    Account Receivable Adjustments / Write-Offs Report    New screen option to report only adjustments/write offs that occured within transaction date range entered.    36528
AR3600    Account Receivable Adjustments / Write-Offs Report    Program now prints by currency code. Selection screen prompts for currency code range and prints currency sub-totals.    36451
BP9900    Job Request    Batch / Online window renamed to 'Run Program' and look revised. There is a poplist for Destination Name and radio groups for Bitmap/Character and Batch/Online selections.    37944
CC0800    Cost of Production Report    New option to print costs/times per 'job quantity' or per 'actual quantity produced'.    36293
CC1000    Production Summary    New reports provide audit trail of production postings to General Ledger.    37931
CM       Contract Management programs are now multi-currency.    36714
CP1000    Detailed Work Center Requirements    New reports show weekly load by work centre.    35823
CS4300    Request Resolution Entry    New option 'Create RMA' added to screen.    36072
CS4800    Customer Issues Inquiry    Resolved date and credit note invoice # now display.    36039
CS4900    Order Entry / Sales Analysis Inquiry    If 'Details' button clicked, program sa0110 (Invoiced Order Inquiry) is called up instead of sa0100 (Sales Analysis Maintenance).    37960
CS4900    Order Entry / Sales Analysis Inquiry    Program now displays order date and ship date. This is accessed by a new 'Dates' button..    36209
EDI810       EDI '810/customer invoice' format enhanced .
Order date, ship-to name, bill-to code, name, address, city, prov/state, postal code and terms descriptioni added to 'BIG' record.
Product description, inner pack, inner pack size, inner pack u/m and detail list price added to 'IT1' record.
SAC (service allowance/charge) record type added.
Total units shipped and total weight added to 'TDS' record.		    37854
EI0100    Trading Partner Maintenance    New optons for '850' sequence number control. Can be strictly enforced, partially enforced or not enforced at all.    37607
EX       Financial Statement Print selection added to Executive Management Menu.    28018
GB0100    Global File Maintenance    User and temporary tablespace values are now specified here instead of in User maintenance.    37811
GB0100    Global File Maintenance    Lead days, Special Label lead days, and Export lead days added to screen.
These are used by order entry to determine planned ship date. Specific lead days can be specified for orders requiring special labeling or for export orders.		    37935
GB0160    District Listing    New District Listing program.    34784
GB0170    Region Listing    New Region Listing program.    34871
GB0300    Warehouse Maintenance    Calendar and cutoff time added to screen. Calendar allows specification of holidays which is used by order entry when calculating planned ship date. Cutoff time is used by order entry to decide if shipping today is possible or not. If system time > cutoff time, planned ship date is shifted to next business day.    37934
GB0320    Database Links Maintenance    New 'Software Used' popup allows use of database links to be restricted to certain programs / interfaces.    35469
GB0450    Database Consolidation    New program allows InterDatabase consolidation of general ledger (financial & statistical) actual and budget, customer master, product master and sales history into a single database.    37859
GB0900    Customer Information    Can now have same contact name with different contact types.    35924
GB0900    Customer Information    Changing credit limit automatically updates the assessment date.    35475
GB2800    System Flags Maintenance    Volume rebate flag controls whether customer uses ship-to, bill-to, or statement-to customer when accessing volume rebate rate table. The default is ANY which means it checks ship-to first. If no rate, program then checks bill-to and finally it checks statement-to if neither ship-to or bill-to rate exist.    37952
GB2800    System Flags Maintenance    New 'Labour Usage' flag added controls how production control posts labour. If not set, then 'labour recovery' account will be used instead of 'labour WIP'.    37722
GB2800    System Flags Maintenance    Can now set default values for tax flags. This will impact defaults displayed when setting up new products. Previous releases defaulted to not taxable.    37774
GB2800    System Flags Maintenance    New 'Sub Job Confirm' flag added. If set to null, Automatic Job Confirmation (pc5200) does not confirm sub-jobs.    37988
GB4200    User Maintenance    DBA action required in order to continue creating new SDC users using gb4200 (User Maintenance). In previous releases this was done by granting 'connect' role to new user. In Version 2.6 it is done as 'grant create session' to new user.

Please have your DBA execute following command.
'grant create session to sdc with admin option'.

This change was done so that SDC created users are not assigned privileges to create new tables, views, or database links.

    38477
GB4250    Screen Visual Attributes    Can now make the current field (location of mouse cursor) a different colour.    34924
GB4300    Reason Code Maintenance    Screen re-designed for a less cluttered look. Fields have been organized into 5 windows.    34897
GB4600    Printer Maintenance    Can now print reports to disk in html or pdf formats. This is done by setting destination format to 'html' or 'pdf' and running report in bitmap mode.    37943
GB4600    Printer Maintenance    Printer type of Mail added. This will cause email to be sent to specified recipient(s). This feature only works with Developer Version 6.    36035
GB4700    Prospective Customer Maintenance    Can link new prospective customers to a bill-to (customer or another prospect).    37648
GB4700    Prospective Customer Maintenance    Buttons added for easy drill-down to additional fields.    37040
GB6410    Application Role Menu Access Update    Performance improved and progress indicator added to screen.    35705
GB6420    Application Program Access Listing    New report shows all programs security role(s) have access to.    36288
GB6600    Product Code Switch    Switch programs (customer, vendor, product, gl number etc.) allow specification of multiple switches per run.    35281
GB6850    Product Group Switch    New program will update all tables having old product group with a new product group number.    37873
GB9800       Fast Track program now allows switching between calling and called programs. This is done by using the Window pull-down menu.    39805
GL0600    Repetitive Journal Maintenance    There is a new 'Daily Amount' option. If selected update will treat entered amounts as daily amounts and multiply each by number of days in the fiscal period.    37875
GL8310    Budget Information Verification    GL Budget Load modified to load data from an external text file. Previous releases required user to do this outside of SDC.    37650
GL8340    Transaction Information Verification    GL Transaction Load modified to load data from an external text file. Previous releases required user to do this outside of SDC.    37651
IN0100    Product    Length, width, and height can now be specified per product.    37739
IN1150    Standard Cost Change    When re-calucating standard costs for purchased parts and raw materials, program will now retrieve the current vendor price from the price table.    36852
IN4400    Physical Inventory Update    Tag Count field added to to Stock Maintenance. This will reflect that last physical count quantity.    37290
IN4500    Tag Check List    New program will list all products with no corresponding tags.    37847
IN5200    Stock Status Report    New option added to print by product group.    35928
IN5700    Slow Moving Items Report    Product group and product ranges added to selection screen.    36384
OE0300    Bill-to / Ship-to Customer Listing    New screen option allows reporting based on ship-to or bill-to customer range.    36080
OE0600    Customer Special Names    Can override product tax flags for selected customer(s) only.    36989
OE0870    Shipping Method Maintenance    Can now specify delivery days. Order entry uses this value if delivery days has not been set up on the Freight Rates table. The delivery days are added to the planned ship date to arrive at a delivery date.    34849
OE0890    Freight Rate Maintenance    Weight unit of measure now displays for clarity.    35721
OE1010    Order Confirmation Import    New program allows importing of SDC order shipping confirmation data via a flat file interface.    37953
OE1700    Price File Maintenance    Contract list of values now shows customer name.    35713
OE1700    Price File Maintenance    'Product Mode' pricing screen now prompts for currency (in addition to product, order u/m, and order factor).    37606
OE1710    List Price Load    New 'List Price' loader utility allows new SDC users to quickly load the price table.    37942
OE1760    Volume Rebate Maintenance    Volume rebate %/$ can now be specified at the customer/product level. In previous releases this could only be specified at the customer level. Optionally cash discount can be excluded from rebate calculation. A payable to customer can be entered which is different from the sold-to customer.

Volume rebate is posted to Sales where there is a new volume rebate report. Also all sales reports (incuding commission reports) can optionally report sales excluding volume rebate (a new system flag controls this).

Volume rebate also posts to the General Ledger. There is a credit posting to volume rebate accrual (on currency table) and to volume rebate expense (on reason code).
    37862
OE1800    Price Listing    New options added for printing only 'Contract' and 'Promotion' price lists.    36046
OE2100    Order Entry    If contract pricing being used, then product list of values will only show products that are on the contract.    35625
OE2100    Order Entry    Program will use warehouse lead days (specify at Global, Category, or Stock levels) when calculating planned ship date. It will also take into account holidays by looking at the warehouse calendar.    37066
OE2100    Order Entry    New 'HOLD' button lights if order is put on hold. Clicking on button then displays the reason for the hold.    32213
OE2100    Order Entry    Bill-to customer credit rating now displays.    35476
OE2100    Order Entry    Programs now allow entry of negative freight.    36291
OE2100    Order Entry    For inter-warehouse transfers the transfer number is now being stored on the order 'Reference Invoice'. See order 'Additional Information' popup window.    34188
OE2100    Order Entry    Credit note reason code added to product group table. This allows for specification of different 'sales' and 'cost of goods sold' GL posting accounts for credit notes.    37948
OE2100    Order Entry    Customer list of values (ship-to and bill-to) now displays city.    37068
OE2100    Order Entry    Can now view all order information even after order ship confirmed.    36049
OE2100    Order Entry    Tracer number now displays.    36540
OE2100    Order Entry    Prepayment window now displays amount due.    35622
OE2100    Order Entry    Contacts Information popup now includes fax and email fields.    35715
OE2200    Packing Slip Print    Expected date now defaults to null. This causes all orders (at elligible order status) to print regardless of expected ship date. If expected date entered, only orders having ship date <= entered date will print.    35538
OE2200    Packing Slip Print    Program now prints Hazardous goods information if applicable.    34848
OE2400    Order Entry Shipping Confirmation    If order not completely shipped, program now creates the back order suffix. In previous releases this would not happen till the Invoice Update program was run. This allows for faster processing of back-orders.    32890
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.    38506
OE2450    Export Order Confirmation    Program enhanced to auto calculate skid weight and volume. Skid weight will take skid weight from Global table and add it to the products' gross weight loaded on the skid. Skid volume will default to product of length X width X height from global table. For automatic weight calculation the system flag 'auto calculate weight' must be checked.    37941
OE2450    Export Order Confirmation    Programs are now production. The packing list is an enhanced version which shows export information and skid / carton / weight / volume information. As in standard packing slip, enhanced version prints dangerous goods information.    37908
OE2500    Invoice Print    New option to print GST/HST by line item. This is controlled by a new bill-to customer flag.    37939
OE3000    Blanket Order Release    Order entry has been changed to not allow release against a blanket order if the order date is greater than the blanket order expiry date.    37961
OE3010    Completed Blanket Order Purge    Program now prompts for 'Purge Up to Order Date'.    37813
OE3150    Orders Received This Month    New report shows the bill to customer codes, order number, order date, coutomer purchase order number, expected ship date, product code, product description, quantity ordered, quantity back ordered and extension price. Selection screen allows entry of order date range, reason code range and branch.    35763
OE3220    Outstanding Order Report by Customer    New recap by currency prints.    37272
OE3300    Back Order Report By Order    New recap by currency prints.    37270
OE3300    Back Order Report By Order    Can now run for all order types.    26236
OE4100    Invoice Update    It is now possible to post sales units and net weights to the statistical general ledger. See new accounts on the Reason code table.    37856
OE4100    Invoice Update    New system flag controls whether their is one inventory value and cogs posting (single) to general ledger or 3 postings (material, labour, and overhead) for each (detail).    37938
OE4100    Invoice Update    Now possible to prevent posting of order lines with 0 costs. A report is produced. A new system flag has been created to enable this logic. A flag also exists on the Stock table to selectively enable this feature. Setting the flag to null enables the new logic.    36290
OE4300    Outstanding Order Report By Product    Additonal information prints. (quantity on hand, Back order/reserved, available, and on purchase order / work order)    35831
OE4300    Outstanding Order Report By Product    Currency recap added to report.    37273
OE4600    Shipping Schedule    Ship Via selection added to screen.    34985
OE5100    Back Order Report By Product    Currency recap added to report.    37271
OE9000    Quote Sales Order Release    Quotes can now be released to a future order so manufacturing/purchasing has visibility to demand but stock is not yet allocated.    37855
OE9010    Quote Print    New program prints 'q' (quote) orders in an attractive format which can be sent to customer.    35275
OE9900    Price Change By Product Group    New 'Build List' button displays product group pop-list where groups can be selected or deselected (using Windows click, shift/click, and control/click) for inclusion/exclusion from update. For each group there is a '>' button which drills down to product list for the selected group. As with groups, products can be select/deselected for each group    35511
OTHER       New Rack Inventory Control Interface program.    77582
PC3100    Job Material Usage Entry    Required quantity now shows remaining component quantity required. ie. it nets out any previous issues. In previous versions program would always show original required quantity.    35480
PC3440    Material Cost Summary by Product Group (STD)    New report This program prints material costs used by job and summarized by product group. It provides a single level explosion of components and their relative costs.    35983
PC5100    Manual Job Confirmation    New system flag controls whether production postings are done real-time (at time of transaction entry) or in batch.    37940
PC5100    Manual Job Confirmation    For manufacturing users, new system flag controls whether system auto-creates production forecast records to record actual sales units and dollars. This applies both for customer and 'total' forecast records.    37861
PC5800    Material Usage Report    3 new production reports: Conversion Production by Machine, Finished Goods by Crew, and Material Usage.    37858
PO0300    Vendor Product Pricing Maintenance    Can now specify purchase unit of measure and factor which overrides setting on product table.    35528
PO0300    Vendor Product Pricing Maintenance    Pricing enhanced to treat a null expiry date as infinite. And for situations where dates overlap, system will take the latest price not the cheapest price as it currently does.    36295
PO0300    Vendor Product Pricing Maintenance    Drop shipment, automatic, and requirements planning creation of purchase orders now make use of vendor/product purchase unit of measure and factor if applicable.    37860
PO2000    Purchase Order Entry    Warning displays if operator tries to order less the miniumum order quantity specified on the Stock table.    37268
PO2000    Purchase Order Entry    Error message displays if required date is a holiday on the receiving warehouse calendar.    34923
PO2000    Purchase Order Entry    Buttons for Ship-to Info, Vendor Info, PO Info, Po Print, Detail Dates Info, and Detail Info added for quick access to popup windows.    35984
PO5100    Stock Receipt By Purchase Order    For drop shipments, a back order will not be created if the order is partially shipped/received and the final receipt flag is set.    36292
PO5100    Stock Receipt By Purchase Order    AP Invoice Matching screen modified to prompt for consignment number which will then display only those receipts with matching number.    37936
PO5250    Purchase Order Receipt Listing By General Ledger Account    New report sorted by GL number prints,
PO#, RECEIPT#, VENDOR#, PRODUCT #, PRODUCT DESCRIPTION, QTY RECEIVED, PO COST, STANDARD COST, PO COST EXTENSION, STANDARD COST EXTENSION.
There is a report recap showing PO Cost Extension and Standard Cost Extension by GL Account.		    37876
PO5250    Purchase Order Receipt Listing By General Ledger Account    New report sorted by GL number prints,
PO#, RECEIPT#, VENDOR#, PRODUCT #, PRODUCT DESCRIPTION, QTY RECEIVED, PO COST, STANDARD COST, PO COST EXTENSION, STANDARD COST EXTENSION.
There is a report recap showing PO Cost Extension and Standard Cost Extension by GL Account.		    37502
PP2800    Master Production Schedule Summary Report    New Master Production Schedule (M.P.S) Summary Report.    35515
PY       New flag added to employee table to identify whether record created in Global or Payroll modules. This is used so that payroll module will only process payroll moduel created employees.    35850
PY5600    Employer's Workplace Safety and Insurance Board Report    Ability to exclude taxable benefits on the gross pay amount.    52706
REPORT       Most reports can now be printed in an attractive bitmapped format. There is a system flag that controls the default mode (character or bitmapped) with a runtime override. Version 2.6 is the last major release that will support character reports.    37945
RP1400    Product Requirements By Date    New option to print just inbound or just outbound movements added.    36320
SA       All Sales reports now print extensions up to $9,999,999,999.99.    37346
SA0110    Invoiced Order    'PS Details' button added to screen. This allows drilldown to export order confirmation details like skid #, skid dimensions, carton #, port of loading, port of discharge, flight # etc.    37732
SA0180    Multibranch Invoice Detail Report    New 'Summary Billing' report prints invoice detail for a bill-to customer for a specified period of time. Customers are grouped by billing code and a invoice date range may be specified for each. Page numbers are reset for each customer.    37874
SA0300    Sales Summary Inquiry    Now prompts for fiscal year.    34376
SA0430    Sales Movement Journal By District    New report prints by district.    37714
SA1220    Sales Commission Report    New format commission report now prints info for sales people having just a single commission rate (ie not customer, product, or group dependent). In previous releases you had to run a separate report to get these single rate salesman commissions.    37864
SA1220    Sales Commission Report    Recap by reason code added.    37865
SA3620    Sales By District    New report prints summary of sales by district this year / last year period to date and year to date units and dollars    37675
SA4110    Sales By District / Salesperson / Product Group    New report similar in format to Sales by Region/Salesperson/Product Group.    37726
SAALL       All sales analysis reports/inquiries will show sales net of volume rebate if system flag (Sales Less Volume Rebate) is set.    36345
SR0600       Program will now allow overwrite of an existing structure (warning message will be displayed first). And it has a 'Remove Routing' option. If selected then the structure will be duplicated without the original routing information.    36009
TM1500    Inbound/Outbound Telemarketing    New 'product information' window stores list of products customer/prospect is interested in. For each, you can store the customer equipment or machine id where used and the normal contact name. This allows Telemarketing rep to quickly focus in on products that are pertinent to customer.    37947
TM1500    Inbound/Outbound Telemarketing    The Telemarketing Inbound Calls program allows customer service to record all incoming customer calls even if the communication didn't result in an order. The main goals of this program are,
1) to allow FAST entry of new customers (ship-to and bill-to).
2) allow FAST access to historical data.
3) allow FAST access to order, customer service requests and RMA entry programs.
4) to record all customer/prospect communication.

In addition to the oe2100 style enhanced customer lookup feature, there are the following additional features,

- Customer list of values and enhanced search window show prospects too.
- You can enter new customer information (ship-to and bill-to) without going to customer maintenance. Just press return on customer number and start entering the name, address, phone, and contact name. The new information is stored on the prospect table if the contact does not result in an order. If contact does result in an order, a new customer is created and put on hold. If ship-to and bill-to information differs, then 2 new customers are created and linked. You can also enter a new ship-to and link it to an existing bill-to.
- As programs like Order Entry, Request Entry, RMA Entry, Customer Maintenance, Product/Stock Inquiry, JPR Inquiry, and Order/Sales history are loaded (by pressing buttons or entering transaction types), they are kept in memory even when you exit back to main Telemarketing screen. This provides rapid program switching after initial load of programs.		    36538
TM1500    Inbound/Outbound Telemarketing    The Telemarketing Outbound Calls program allows your sales people to systematically contact customers and prospects based on the following search features,
- Next call back date range.
- Username.
- Mailing List code. This allows you to scroll through pre-created lists of customers/prospects created based on a variety of customer and order profile data. See Automatic Mailing List Creation (tm1000).
- Customer code or the enhanced customer search options.
- Telemarketing Agent code.

All the features described for the Inbound Calls program apply here also.		    36370
TM1600    Customer Callback Listing    New report shows all customers/prospects due for a callback within selected date range.    35394
TM1700    Mailing List / Word Document Merge    New function to merge mailing list data (contact name,
contact title, company name, address1, address2, address3, city, province/state, postal/zip code, and country) into Microsoft Word documents.		    36396
TM1800    Customer Calls Analysis Report    New report prints call start date/time, duration of call, call details, transaction code, reference number, telemarketer (user who took/made the call), contact name, and call back date. A recap prints at end of report showing total calls per transaction code and a hit ratio which shows ratio of orders received to total calls.
    36442
TM1900    Customers Calls Purge    New purge program allows purge of customer call history.    37588