Introduction

What’s New is your guide to enhancements in CINCH Software.

 

We add enhancements based on feedback we receive from customers, as well as on market research. Your willingness to help us build better products makes this a more complete solution, putting you in a better position to manage your organization successfully. We encourage you to share your thoughts and reactions with us at any time.

Some enhancements described in this documentation are optional. If you currently have a license for one of these modules and have an active enhancement program, you will automatically receive the enhancements contained in that module.

 

This document describes enhancements that were added to the CINCH Software since General Release 18.57 MX.

 

Descriptions of the enhancements are divided into the following chapters:

 

Chapter 1, “CINCH Document Exchange“ describes miscellaneous enhancements made to CINCHX.

 

Chapter 2, “CINCH Grain Miscellaneous“ describes miscellaneous enhancements made to CINCH Grain.

 

Chapter 3, “CINCH Process Manufacturing Miscellaneous“ describes miscellaneous enhancements made to CINCH Process Manufacturing.

 

Chapter 4, “CINCH Sales Miscellaneous“ describes miscellaneous enhancements made to CINCH Sales.

 

Chapter 5, “NEW Load Order for Bulk Transfers” describes an enhancement that enables users to create and assign loads to Bulk Transfers.

 

Chapter 6, “NEW Indemnity Compliance” describes an enhancement to how a program can be setup for indemnity compliance.

 

Chapter 7, “NEW Intercompany Transfer” describes an enhancement that allows users to transfer posted inventory adjustments between GP Dynamics’ companies.

 

Chapter 8, “NEW Print Option for Spot Contracts – Scale Ticket Apply Entry” describes an enhancement to spot contracts created via the Scale Ticket Apply Entry window.

 

Chapter 9, “NEW Mass Assembly Update/Delete” describes the new Mass Assembly Update/Delete enhancement.

 

Chapter 10, “NEW Document Attachments for CINCH Sales Invoicing” describes how GP’s Document Attachment functionality has been added to CINCH’s Sales Invoice Entry, Sales Inquiry and Sales History Inquiry.

Supported Version

The following is a list of the Dynamics GP version we will be supporting for this release.

 

Dynamics GP

Software Version: 18.5.1661 (2022)

KB4602600

Dex Version: (18.00.0028)

 

AgWorks

Is currently not supported.

 

Feed Mill Manager

Is currently not supported.

 

This chapter describes miscellaneous enhancements made to CINCHX.

 

This chapter contains the following sections:

 

Changes to AgXML 4.0 Load Import

Changes to AgXML 4.0 Shipment Import

Changes to AgXML 4.0 Ticket Import - Comments

Changes to AgXML 4.0 Ticket Import - Splits

 

Changes to AgXML 4.0 Load Import

AgXML 4.0 Load Import has a new setting. (CIN-7694)

 

1. Ship-From: Replace PO with Ctr

   1. Yes, if the XML’s IRShipmentFrom equals 3 (Purchase) then it will be replaced with 1 (Contract) and it will ignore the POLNENUM (PO Number).

   2. No, default, existing functionality, the system will import the load as is.

Changes to AgXML 4.0 Shipment Import

AgXML 2.0 Shipment Import has a new setting. (CIN-7439)

 

1. Allow Duplicate Meter Number

   1. Yes, the service will not validate the Meter Number. A log warning will be written indicating "Meter number validation will be ignored based on the service partner settings."

      1. No, the service will validate the Meter Number and fail the transaction if the meter number has been used.

Changes to AgXML 4.0 Ticket Import - Comments

Inbound Scale Ticket comments reside in the comment text field (CMMTTEXT) as well as parsed between four comment array fields (Comment_1, Comment_2, Comment_3, & Comment_4). However, when they were imported it was only placing comments in the comment text field (CMMTTEXT). In this release comment text along with the comment array fields one through four will be populated in the Inbounds Scale Ticket table (IRGNTicketScaleWork) when an AgXML 4.0 Ticket Import file is imported with remarks. (CIN-7335)

 

Changes to AgXML 4.0 Ticket Import - Splits

AgXML 4.0 Ticket Import file has been enhanced for split tickets. The system is now validating quantities that have already been rounded along with rounding quantities that have not yet been rounded. (CIN-7734)

This chapter describes miscellaneous enhancements made to CINCH Grain.

 

This chapter contains the following sections:

 

Changes to Branch Item Default Maintenance

Changes to Bulk Transfer Setup

Changes to CSS Contract Details

Changes to Disposition Lookup

Changes to Freight Inquiry & Freight Unmatched List by Vendor Report

Changes to Grain Payables Summary & Detail Reports

Changes to Long Short Inquiry

Changes to Mass Shipment Update

Changes to Purchase Contract Entry – Create Partner Assemblies

Changes to Purchase Contract Amendment – Create/Close Partner Assemblies

Changes to Purchase Contract Mass Roll

Changes to Purchase Contract Price Amendment

Changes to Purchase/Inbound User Setup

Changes to Scale Ticket Apply Entry

Changes to Settlement Posting

Changes to Branch Item Default Maintenance

The Assembly Discount Schedule defined in Branch Item Default Maintenance will be defaulted in Assembly Entry for that item/branch combination. (CIN-6717)

 

Open Branch Item Default Maintenance

Enter or select an Assembly Discount Schedule. This schedule will be the default discount schedule when entering Assemblies. However, the discount schedule from the contract will override this default.

Changes to Bulk Transfer Setup

Bulk Transfer Setup has a new setting called Use Branch Account Segment when no Site Segment. (CIN-5976)

 

Open Bulk Transfer Setup

1. Use Branch Account Segment when no Site Segment

   1. Marked – The segment number that will represent the site in posting accounts will be obtained from the Site Maintenance window’s Account Segment ID field; however, if it is blank, the system will obtain it from the Branch Maintenance window’s Branch Acct Segment field.

   2. Unmarked - The segment number that will represent the site in posting accounts will be obtained from the Site Maintenance window’s Account Segment ID field. If it is blank, the site will not be represented in the posting accounts. Existing functionality.

 

Changes to CSS Contract Details

A CSS Contract Prefix lookup has been added to the CSS Contract Details window. (CIN-7339)

 

Open CSS Contract Details

CSS Contract Prefix lookup button opens the CSS Prefix Lookup. This lookup allows the user to view and select previously entered prefixes for CSS Contract Numbers.

Changes to Disposition Lookup

A new restriction has been added to the Disposition Lookup window to display dispositions based on Active, Inactive or Both. (CIN-5119)

Open Disposition Lookup

1. Dropdown

   1. Active, default, displays only active Disposition IDs in the scrolling.

   2. Inactive, displays only inactive Disposition IDs in the scrolling.

   3. Both display all the Disposition IDs in the scrolling.

Changes to Freight Inquiry & Freight Unmatched List by Vendor Report

The Freight Inquiry and Freight Unmatched List by Vendor Report have been updated for unposted transactions. (CIN-5430)

 

Unposted Shipments, with a load, which are saved with freight details will now use the ship date instead of Last Modified date when displayed within Freight Inquiry and the Freight Unmatched List by Vendor Report.

Changes to Grain Payables Summary & Detail Reports

The Grain Payables Summary and Detail Reports can now be restricted to exclude unpriced assemblies. (CIN-7491)

 

Open Accounting Reports >> Grain Payables Summary or Grain Payables Detail

1. Exclude Unpriced Assembly checkbox, enabled only when the Grain Payables Detail or Summary report is selected.

   1. Unchecked – default, report prints with Assemblies that have zero priced quantity.

   2. Checked – report excludes assemblies with zero priced quantity.

Changes to Long Short Inquiry

An icon has been added to the Long Short Inquiry to signify that the item has delivered unapplied and therefore unpriced inbound scale tickets. (CIN-7274)

 

Open Long Short Inquiry

1. Delivered unapplied inbound scale ticket indicator

   1. Appears next to the

      item’s unit of measure field when there are delivered unapplied tickets for the selected item.

   2. Selecting the icon will display a drop-down list next to the Branch field displaying the ticket numbers that are unapplied.

Changes to Mass Shipment Update

Mass Shipment Update has been enhanced to allow users to split posted Bulk Shipments. (CIN-3557)

Open Mass Shipment Update

1. Action – Split

   1. Disables the Contract Number, Delivery Period, Spot, Overwrite Freight, Include Shipments with Contracts fields.

   2. Displays and enables the Split ID field.

2. Shipment Type

   1. All – Displays both Grain and Bulk Shipments. Default setting when Action is set to Apply Contract.

   2. Grain – Displays only Grain Shipments

   3. Bulk – Displays only Bulk Shipments (Only Bulk Shipments can be split at this time. This field will be set to Bulk and disabled when Action is set to Split.)

3. Split ID

   1. Visible and enabled only when Split is selected within the Action dropdown list.

   2. Enter a Split ID or use the lookup to open and select a Split ID from the Sales Split Lookup window.

4. Redisplay, displays only posted shipments not linked to a contract(s) or not created via Direct Shipment-Single Ticket.

5. Process

   1. Splits the selected posted Bulk Shipment using the selected Split ID.

   2. The split shipments will use the original shipment number followed by "S1", "S2"...etc.

   3. All shipment details will be sourced from the original shipment. Gross, Tare, and Freight will be recalculated based on the split percentages.

   4. The original shipment will be deleted, and the deleted “originating” shipment number cannot be reused.

   5. Ship To & Bill To address details will be defaulted from the Split Customer details.

   6. A load linked to a shipment will not be processed. The message, “Shipments assigned to loads cannot be split.”, will be displayed.

Note: Shipments can be split multiple times. However, the system will stop the splitting if the Shipment Number reaches the maximum field length.

Changes to Purchase Contract Entry – Create Partner Assemblies

Purchase Contract Entry has been updated to automatically create assemblies for the contract owner and each partner and delivery period when posted. (CIN-7476)

 

Open Purchase Contract Amendment Entry

1. Customer Expansion Button

   1. Available when Cross Customer Purch Contract is set to Allowed Related in General Setup.

   2. Opens the Contract Partner Entry window allowing users to add or remove partners on the contract.

   3. Disabled/locked after posting. Users will have to use the amendment window to make partner changes.

2. Post creates an assembly for the contract owner and each partner and for each delivery period.

Changes to Purchase Contract Amendment – Create/Close Partner Assemblies

The Purchase Contract Amendment Entry window has been updated to automatically add or close assemblies when partners are added or removed, and the purchase contract amendment is saved. (CIN-7502)

 

Open Purchase Contract Entry

1. Customer expansion button, available when Cross Customer Purch Contract is set to Allowed Related in General Setup, opens the Contract Partner Entry window allowing users to add or remove partners on the contract.

2. Save

   1. Creates an assembly for each added partner.

      1. Open contracts will create an open assembly for each added partner and delivery period.

      2. Closed contracts will prompt the user to indicate that the contract is closed. Are you sure you want to add the partner(s)?

         1. No, will remove the added partner(s).

         2. Yes, will automatically create a closed assembly for each added partner.

   2. Closes assemblies for any removed partners that are assigned to the contract.

Changes to Purchase Contract Mass Roll

An Export button has been added to the Purchase Contract Mass Roll window allowing users to export to Excel all contracts that are selected to be rolled. (CIN-7162)

Open Purchase Contract Mass Roll

Export, when selected, will export the details of the contracts selected in the scrolling window to Excel.

Changes to Purchase Contract Price Amendment

A Purchase Contract Price Amendment warning has been updated to reflect the number of tickets assigned to the line being changed or deleted instead of the number of tickets assigned to the contract. (CIN-5783)

Changes to Purchase/Inbound User Setup

A new setting has been added to warn users when saving an Inbound Scale Ticket with a zero gross weight. Also, an existing setting has a new description for better clarification. (CIN-4637)

 

Open Purchase/Inbound User Setup

1. Grade/Scale Ticket

   1. Old Setting – Warn On

   2. New Setting – Warn on Print, to better clarify where the warning will be displayed.

2. Warn on Save for Missing Gross Weight

   1. Unmarked, default, users will not be warned upon saving an Inbound Scale Ticket with a zero gross weight.

   2. Marked, Inbound Scale Tickets, not Bulk Tickets, which are saved with a zero gross weight will be warned with the following message: “Gross weight is empty. Do you wish to continue?”

      1. Yes, saves the Inbound Scale Ticket with a zero gross weight.

      2. No, the Inbound Scale Ticket will not be saved, and the user will be returned to the ticket to enter a gross weight.

Changes to Scale Ticket Apply Entry

A new checkbox has been added to the Scale Ticket Apply Entry to filter out spot priced tickets. (CIN-5963)

 

Open Scale Ticket Apply Entry

1. Exclude Spot Priced, default unmarked.

   1. Marked, excludes the spot priced tickets in the scrolling window.

   2. Unmarked, existing functionality, spot priced tickets will be included in the scrolling window.

2. Spot Price checkbox added to scrolling window and is disabled.

   1. Marked if the ticket has a spot price.

   2. Unmarked if the ticket does not have a spot price.

Note: When a spot priced ticket is applied to an open contract, the spot price checkbox will be unmarked for the applied ticket.

Changes to Settlement Posting

Settlement

Posting has been updated to automatically create assemblies for remaining contract quantities not only for the contract owner but each of its partners if one doesn’t already exist. (CIN-7477)

 

This chapter describes miscellaneous enhancements made to CINCH Process Manufacturing.

 

This chapter contains the following sections:

 

Changes to Manufacturing Entry

Changes to Manufacturing Setup

Changes to Manufacturing Entry

The Manufacturing Entry window has been updated to allow the option of rolling down changes from the header fields Activity Code and Work Center to the lines Activity Code and Work Center fields. (CIN-4355)

 

Open Manufacturing Entry

1. Activity Code and Work Center, if updated after lines have been written, will now ask the user if they would like to roll the change to all lines.

   1. Yes, the change will be rolled to all lines and any new lines will use the change.

   2. No, the change will not be rolled but any new lines will default the change.

Changes to Manufacturing Setup

The Manufacturing Setup window has a new setting allowing the user to not allocate lot tracked items. (CIN-6006)

 

Open Manufacturing Setup

1. Do Not Allocate Lot Tracked Items Without Lot# checkbox.

   1. Marked, the Manufacturing Entry window will not allocate inventory for a lot tracked item when a lot number has not been entered and the transaction is saved.

   2. Unmarked, default, the Manufacturing Entry window will allocate inventory for a lot tracked item when a lot number has not been entered and the transaction is saved. Existing functionality.

This chapter describes miscellaneous enhancements made to CINCH Sales.

 

This chapter contains the following sections:

 

Changes to Bulk/Load Shipping Inquiry Zoom

Changes to Bulk/Grain Shipping Entry

Changes to Item Long Short Group Setup

Changes to Mass Load Order Update

Changes to Reporting Cost Adjustment Region Maintenance

Change to Sales Contract Detail Lookup

Changes to (Sales) Load Generator

Changes to Shipment Invoice Return Entry

Changes to Bulk\Load Shipping Inquiry Zoom

A status field showing a shipment’s status of Work, Open or Hist has been added in both Bulk Shipping Inquiry Zoom and Load Shipping Inquiry Zoom. (CIN-7463)

 

Open Bulk Shipping Inquiry Zoom or Load Shipping Inquiry Zoom

Work, Open or Hist status field added to upper right corner of the window.

Changes to Bulk\Grain Shipping Entry

The Bulk\Grain Shipment Entry windows have been updated to allow load number changes to adjust the freight on a previously calculated and saved transaction. A warning message will be displayed when the load is added indicating…

“A freight record already exists for this shipment. Do you want to adjust the freight for this shipment?” Selecting yes will update the freight based on the load. Selecting no will leave the freight as is, which was existing functionality. (CIN-5043)

Changes to Item Long Short Group Setup

The Item Long Short Group Setup window has been enhanced with the option to exclude the factor/percent calculations from the Item Long Short Inquiry’s Inventory on Hand. (CIN-7685)

Open Item Long Short Group Setup

1. Exclude calculations for Inventory on Hand.

2. Marked, excludes factor and percent calculation from the Item Long Short Inquiry’s Inventory on Hand. Factor and percent calculations will still be made in all other Item Long Short Setup included fields.

3. Unmarked, default, Inventory on Hand will calculate using the factor and percent values.

Changes to Mass Load Order Update

The Mass Load Order Update window has been enhanced to roll down freight information to Load Orders. (CIN-1890)

 

Open Mass Load Order Update

Freight button opens the Mass Load Order Freight Entry window.

1. Depending on what is selected in Freight Setup, either Shipping Company or Vendor will display in the drop-down list.  Select the Shipping Company/Vendor that freight records will be created for.

2. Select an FOB if desired.

3. Select a Payment Liability of Customer Pays or Company Pays.  This is required for the freight record to be saved.  If Company Pays is selected, freight matching records will be created along with the Load Orders.

4. The Freight U of M, Freight Rate, Adjustment, Misc Amt, and Fuel Surcharge % will default from the Shipping Method Detail Maintenance window but can be changed if necessary.

5. Net Quantities are not fully determined until transactions are saved. When the Freight U of M is set to Per Net Unit, the total freight amount may not be accurate until the transaction is saved.

6. The Fuel Surcharge will automatically be calculated based on the Surcharge % entered.

7. Multiple freight records can be created.

8. Choose OK to close the window.

   1. It is required to choose OK to close the window to verify that all freight information has been entered.  If OK is selected without inserting a line and there is information in the header, it will ask if you want to insert the information.

1. Overwrite Freight:

   1. Unmarked, default setting, when processed, the system will check if the load currently has a ship company.

      1. No, update the load with the Ship Company and Freight.

      2. Yes, then, does the load also have a Freight Total greater than zero?

         1. No, then, does a contract exist in the header of the Mass Load Order Update window?

            1. No, update the load with the Ship Company and Freight.

            2. Yes, then, does the contract have a Ship Company & is it different then the entered Ship Company?

               1. No, update the load with the Ship Company and Freight.

               2. Yes, Ship Company exists and is not different, update the load with the Ship Company and Freight.

               3. Yes, Ship Company exists, and it is different, display a warning... The FOB/Ship Company does not match the selected contract delivery. Do you want to proceed?

                  1. No, do not update the Ship Company nor add the Freight.

                  2. Yes, update the load with the Ship Company and Freight.

         2. Yes, do not update the Ship Company or Freight, instead, display warning...The ship Company & Freight was not updated on one or more loads due to an existing freight record(s).

   2. Marked, when processed, the system will create or override the load(s) with the selected Ship Company and Freight.

Changes to Reporting Cost Adjustment Region Maintenance

The Reporting Cost Adjustment Region Maintenance Window’s Include All checkbox, State selection all and single selection checkboxes, and the County/Region’s select all checkbox has been updated. (CIN-7207)

Open Reporting Cost Adjustment Region Maintenance

1. Include All, State’s Select All, Single State selection, and County/Region’s Select All checkboxes will no longer select the blank County/Region eliminating the duplication of Counties/Regions.

2. Save,

   A warning was placed on the save button that says...Would you like to validate and unmark the Blank County/Region when other County/Region is marked?

   1. No, no validation will be done.

   2. Yes, validate and unmark the Blank County/Region when other County/Region are marked.

Changes to Sales Contract Detail Lookup

A new option to Exclude Unpriced Contracts has been added to the Sales Contract Details lookup window. (CIN-7773)

Open Sales Contract Detail Lookup

1. Exclude Unpriced

2. Unmarked, default, includes zero priced records in the scrolling window.

3. Marked, excludes zero priced records in the scrolling.

Changes to (Sales) Load Generator

The Load Generator window has been updated with a new expansion window, called Skip Days, to allow the user to override General Setup’s Skip Days. (CIN-6663)

 

Open Load Generator (CINCH Grain/Sales)

Increment Date by Expansion button opens the Skip Days window. This window will default the skip days from General Setup, and the user will have the option to select or deselect the days of the week they want to skip when scheduling loads.

Changes to Shipment Invoice Return Entry

New options have been added to the Shipment Invoice Return Entry and Shipment Invoice Lookup windows to help aid in the selection of an invoice to return. (CIN-7484)

Open Shipment Invoice Return Entry

1. Customer field has been enabled to allow the user to restrict the Shipment Invoice lookup by customer.

2. Shipment Invoice lookup has been updated with the following:

1. Filter

   1. Customer defaults from Shipment Invoice Return Entry if a customer has been entered.

   2. From/To Dates

• From, by default, will be set to a date three months prior to the current user date.

• To, by default, will be set to the current user date.

1. Prev 3 Months will

   display the previous three months invoices using the From Date as the new To Date and setting the From Date to three months prior to the new To Date.

2. Next 3 Months will

   display the next three months invoices using the To Date as the new From Date and setting the To Date to three months ahead of the new To Date.

Chapter 5: NEW Load Orders for Bulk Transfers

This section describes an enhancement that enables users to create and assign loads to Bulk Transfers. (CIN-1891)

 

This chapter contains the following section:

 

Changes to Bulk Transfer User Setup

NEW Bulk Transfer Load Order Entry

NEW Bulk Transfer Load Generator

NEW Bulk Transfer Load Inquiry

Changes to Bulk Transfer Entry

Changes to Bulk Transfer Inquiry

Changes to Freight Charge Matching Entry

Changes to Freight Variance Report

Changes to Bulk Transfer User Setup

A setting has been added to the Bulk Transfer User Setup window to allow deletions of bulk transfer loads.

 

Open Bulk Transfer User Setup

1. Allow Delete Bulk Transfer Load

   1. Marked, the selected user will be able to delete purchase load orders within Bulk Transfer Load Order Entry.

   2. Unmarked, the selected user will be able to void purchase load orders within Bulk Transfer Load Order Entry. (DEFAULT setting)

NEW Bulk Transfer Load Order Entry

New window Bulk Transfer Load Order Entry window has been added to create loads for Bulk Transfers. (CIN-7651, CIN-7652)

 

Open Bulk Transfer Load Order Entry

1. Enter or lookup a Load Number

   1. Expansion button opens the Bulk Transfer Load Number Entry window.

1. The Prefix, Number (Initially), and Suffix will default in based on the information entered in General Setup.

2. Make changes as necessary and look to the Preview field to see what the Load Number will be set to.

3. Hit OK to accept the Load Number, the Load Number will then be displayed in the Load Number field.

Load Lookup opens the Bulk Transfer Load Order lookup displaying Open Loads. Use the radio buttons to change the view to All Loads or loads On Transfers.

Load Number Note will open the Note window allowing the user to enter a load level note.

1. On Hold checkbox allows users to place a load order on hold, which will prevent users from transferring this load order.

2. Schedule Date will default with the system date but can be changed if necessary.

3. Schedule Time for the load, if none is entered, 12:00 am will default.

4. Commodity, enter or lookup an Item. The lookup will open the Commodity Lookup window.

5. Load Qty, enter the quantity to be transferred.

6. Qty U of M defaults as base unit of measure for the item selected but can be changed.

7. Comment, enter or lookup a Comment ID or use the comment expansion to open the Bulk Transfer Load Order Comment Entry window to enter or edit a comment.

8. Enter header user defined information.

9. Freight Total displays the total freight calculated within the Bulk Transfer Load Freight Entry window. The expansion button will open the Bulk Transfer Load Order Freight Entry window.

10. Select the Freight Entry button to open the Bulk Transfer Load Freight Entry window.

1. If a Shipping Company was entered on the main window, it will automatically be inserted into the scrolling window.

2. The Load Number is display only and will default from the Bulk Transfer Load Order Entry window.

3. Depending on what was selected in Freight Setup, either Shipping Company or Vendor will display in the drop-down list. Select the Shipping Company/Vendor to create freight records for.

4. Select an FOB if desired.

5. Select a Payment Liability of Customer Pays or Company Pays. This is required for the freight record to be saved. If Company Pays is selected, freight matching records will be created upon saving the load order.

6. The Freight U of M, Freight Rate, Adjustment, Misc Amt, and Fuel Surcharge % will default from the Shipping Method Detail Maintenance window but can be changed if necessary.

7. Net Quantities are not fully determined until transactions are saved. When the Freight U of M is set to Per Net Unit, the total freight amount may not be accurate until the transaction is saved.

8. The Fuel Surcharge will automatically be calculated based on the Surcharge % entered.

9. Choose Insert to insert the record that was created. Enter any additional freight lines as needed.

   1. If a Shipping Company needs re-calculating, highlight the line in the scrolling window. The Shipping Company will display in the Header and the user can enter the appropriate information. Choose Insert to update the line in the scrolling window.

10. Choose OK to close the window. The Total Freight field on the Bulk Transfer Load Order will be updated with the newly calculated freight.

    1. It is required to choose OK to close the window to verify that all freight information has been entered.

    2. If OK is selected without inserting a line and there is information in the header, it will ask if you want to insert the information.

1. Use Weights/Grades From defaults from Bulk Transfer Setup. Users may have the option to change the weights/grades, if the General Setup setting Allow Separate Posting is marked. If it is unmarked, then by default Origination is displayed and is disabled.

2. Select the Origination Site. Origination Site can be the same as the Destination Site.  Users will be warned but allowed to continue.

3. In Transit Site will default from Bulk Transfer User Setup but can be changed.

4. Select the Destination Site. Destination Site can be the same as the Origination Site.  Users will be warned but allowed to continue.

5. The Dest Branch will display the branch assigned to the selected Destination Site and is display only.

6. Select the Ship Company if one is being used.

7. Enter Driver information.

8. Enter Vehicle/Car information.

9. Enter License Plate details.

10. Enter No. of Axels.

11. Origination/Destination radio buttons allow the user to enter default information for the following origination and/or destination sites.

    1. Disposition for the transfer. Defaults from Purchase/Inbound User Setup.

    2. User Defined Detail information. Prompts define in the Bulk Transfer Setup window.

    3. Discount Schedule for the transfer. Defaults from Purchase/Inbound User Setup but will be validated against the entered commodity.

12. Choose Save to save the Bulk Transfer Load Order.

13. Choose Clear to clear the window without saving.

14. Choose Void/Delete to void or delete the Bulk Transfer Load Order. Which button appears depends on how the Allow Delete Bulk Transfer Load setting is set in the Bulk Transfer User Setup window.

15. Choose Print to print the Bulk Transfer Load Order report. Select the default print options by choosing the Printer or Screen checkboxes.

16. Copy button, when selected opens the Bulk Transfer Copy Load Number window allowing the user to create a copy of the selected load order.

1. Copy button will be enabled only for saved Bulk transfer Load Number.

2. Enter a Load Number; or use the expansion button to open the Load Number Entry window.

   1. The Prefix, Number and Suffix will default in based on the information entered in General Setup.

   2. Make changes as necessary and look at the Preview field to see what the Load Number will be.

   3. Hit OK to accept the Load Number, the Load Number will then be displayed in the Load Number field.

3. Number of Copies is the number of copies to create. This defaults to “1” but is editable.

4. Branch, is the branch the new load order(s) will be created in. It will default to the current branch but is editable.

5. Site is the site the new load order(s) will be created for. It will default to the Main Inventory Site ID for the selected Branch but can be changed.

6. Ship Company will default from the original load order but can be changed.

7. Freight Entry:

   1. If the Ship Company is the same as the Ship Company from the original load order, the copy routine will copy the freight records to the newly created Load Order.

   2. If the Ship Company is NOT the same as the Ship Company from the original load order, the Freight record will be removed.

   3. The User will have ability to enter freight records in a similar manner to the way they can be entered in Bulk Transfer Load Order Entry. The copy routine will copy the freight information to the newly created Load Order.

8. Copy button, when selected, the system creates the designated copies and saves the original load order.

9. Cancel button, closes the window without copying the original load order.

NEW Bulk Transfer Load Generator

The Bulk Transfer Load Generator window allows users to automatically generate multiple bulk transfer loads at once.

 

Open Bulk Transfer Load Generator

 

1. Commodity, enter or lookup a valid item.

2. Select the Origination Site. Origination Site can be the same as the Destination Site.  Users will be warned but allowed to continue.

3. In Transit Site will default from Bulk Transfer User Setup but can be changed.

4. Select the Destination Site. Destination Site can be the same as the Origination Site.  Users will be warned but allowed to continue.

5. Enter User Defined Prompt 1 Header

6. Enter User Defined Prompt 2 Header

7. Enter or Select the Ship Company.

8. Use Weights/Grades From:

   1. Dropdown includes Origination and Destination

   2. Defaults based on Bulk Transfer Setup.

   3. If Allow Separate Posting checkbox in Bulk Transfer Setup is:

      1. Checked - defaults and locks to Origination.

      2. Unchecked - defaults to setting selected but can be changed.

9. Origination and Destination radio Buttons:

   1. Select Origination to enter Origination information.

      1. Disposition - Defaults from Purchase/Inbound User Setup but can be changed.

      2. Enter User Defined Prompt 1 line – Bulk Transfer Setup

      3. Enter User Defined Prompt 2 line – Bulk Transfer Setup

      4. Discount Schedule:

         1. Defaults from Purchase/Inbound User Setup but can be changed.

         2. Once a commodity is selected the Disc Schedule should be validated.

         3. If valid use the Disc Schedule

         4. If invalid system should display a warning indicating that the selected Disc Schedule does not support the selected commodity.

   2. Select Destination to enter Destination information.

      1. Disposition - Defaults from Purchase/Inbound User Setup but can be changed.

      2. Enter User Defined Prompt 1 line – Bulk Transfer Setup

      3. Enter User Defined Prompt 2 line – Bulk Transfer Setup

      4. Discount Schedule:

         1. Defaults from Purchase/Inbound User Setup but can be changed.

         2. Once a commodity is selected the Disc Schedule should be validated.

         3. If valid use the Disc Schedule

         4. If invalid system should display a warning indicating that the selected Disc Schedule does not support the selected commodity.

10. Load Number:

    1. The Prefix, Number (Initially), and Suffix will default in based on the information entered in General Setup.

       1. Make changes as necessary.

11. The Increment Number By field will default to 1 but may be changed if necessary. This will increase the Load Number by the number entered.

12. Enter the Number of Loads to be generated.

13. Enter the Load Size for each load.

14. Qty UOM

    1. Defaults from Item Extensions Weight/Unit but can be changed.

    2. Only a U of M associated to the Item’s U of M Schedule ID can be selected.

15. Loads Per Day defaults to 1 but may be changed if planning to receive more than one load per day.

16. Scheduled Delivery Date/Time defaults to the loads when preview is selected.

17. Increment Date By field defaults to 1 but may be changed. This will increase the next scheduled ship date depending on the Number of Loads and the Loads per day.

18. Site will default in with the Default Site entered in General Setup but may be changed.

19. Freight button will open the Load Generator Freight Entry window. Users can enter freight information that defaults to each Load Order created in the scrolling window when Preview is selected.

    1. Depending on what was selected in Freight Setup, either Shipping Company or Vendor will display in the drop-down list. Select the Shipping Company/Vendor to create freight records for.

    2. Select an FOB if desired.

    3. Select a Payment Liability of Customer Pays or Company Pays. This is required for the freight record to be saved.

    4. The Freight U of M, Freight Rate, Adjustment, Misc Amt, and Fuel Surcharge % will default from the Shipping Method Detail Maintenance window but can be changed if necessary.

    5. Net Quantities are not fully determined until transactions are saved. When the Freight U of M is set to Per Net Unit, the total freight amount may not be accurate until the transaction is saved.

    6. The Fuel Surcharge will automatically be calculated based on the Surcharge % entered.

    7. Choose Insert to insert the record that was created. Enter any additional freight lines as needed.

       1. If a Shipping Company needs calculating, highlight the line in the scrolling window. The Shipping Company will display in the Header and the user can enter or update the appropriate information. Choose Insert to change the line in the scrolling window.

    8. Choose OK to close the window.

       1. It is required to choose OK to close the window to verify that all freight information has been entered.

       2. If OK is selected without inserting a line and there is information in the header, it will ask if you want to save the information.

20. Choose Clear Loads to clear the scrolling window.

21. Preview will fill the scrolling window with load information. All the fields will fill in based on the load information entered above.

    1. The Scheduled Ship Date, Time, and Quantity on any of the loads can be changed, as necessary.

    2. Day will be populated based on the General Setup setting, skip day(s) of the week, when the system calculates the next scheduled ship date if the ship date falls on a day of the week marked to skip, the system will increment to the next day available day to ship.

    3. Lookup or enter the Vehicle Number information per load as needed.

    4. Users may modify the Freight records for each Load Order individually by selecting the appropriate line and clicking the Load Number expansion button. The Purchase Load Freight Entry will open where user is able to edit the Freight record or add additional freight records for the selected Load Order.

22. Total Quantity is the total of all loads listed in the scrolling window.

23. Total Loads is the total number of loads listed in the scrolling window.

24. Choose Save to save the load information. The loads saved here can then be viewed and edited from Purchase Load Entry.

25. Choose Clear to clear the window without creating or saving any loads.

26. Choose Print to print the Bulk Transfer Load Generator List, which will list out all the loads created.

 

NEW Bulk Transfer Load Inquiry

This section

allows the user to view saved and historical bulk transfer load orders.

 

Open

Bulk Transfer Load Inquiry

1. Range options are Load Number, Item Number, Scheduled Date, Origination Site, or Destination Site.

2. Include options are:

   1. Unapplied, displays all saved load numbers which are not applied to Bulk transfers. (Default)

   2. Applied, displays all saved load orders which are applied to Bulk Transfers.

      1. Allocated, displays all saved load orders which are allocated to transfer.

      2. In Transit, displays all partially posted bulk transfers.

      3. Fully Shipped, displays all posted load orders.

3. On Hold Status, drop-down

   1. Available, only displays loads that are not placed on hold (Default).

   2. On Hold, only displays loads that are on hold.

   3. Both will display all loads (available and on hold).

4. Void Status, drop-down

   1. Hide Voids (Default)

   2. Include Voids

   3. Void Only

5. Transfer button opens the Bulk Transfer Inquiry Zoom window with the related transfer details.

6. Scrolling window fields:

   1. H, Hold, marked if the load is on hold.

   2. V, Void, marked if the load has been voided.

   3. Status, displays Unapplied, Allocated, In Transit, or Fully Shipped.

   4. Load Number, displays the Bulk Transfer Number

Number Expansion button opens the Bulk Transfer Load Order Inquiry Zoom window displaying the full load order details.

1. Schedule Date displays the scheduled date.

2. Schedule Time displays the scheduled time.

3. Item Number displays the item used in Load entry.

Item expansion button opens the Item maintenance window displaying the related item details.

1. Load Quantity displays quantity entered for the load.

2. Origination Site displays the origination site assigned to the load.

3. Destination Site displays the destination site assigned to the load.

4. Transfer Number displays the transfer number assigned to the load.

5. Shipping Method displays the Shipping Method assigned to load.

6. Vehicle/Car ID displays the related vehicle ID details assigned to load.

1. Number of records, display the number of records displayed in the scrolling window.

2. OK closes the window.

3. Clear clears the window.

4. Redisplay refreshes the displayed transactions based on the Range, Include and On Hold options.

5. Export, exports displayed transactions to Microsoft Excel.

Changes to Bulk Transfer Entry

Bulk Transfer Load Orders can now be used in Bulk Transfer Entry.

 

Open Bulk Transfer Entry

1. Load, enter or lookup a load to create a Transfer.

   1. Load Number Lookup will open Bulk Transfer Load Order Lookup with the option “Open Loads” marked.

   2. The following fields will default into Bulk Transfer Entry from the selected load.

      1. Commodity

      2. Origination, In transit and Destination Site

      3. Dest Branch

      4. Ship Company

      5. Driver

      6. Vehicle

      7. License Plate

      8. No. of Axels

      9. Comment

      10. User Defined Header 1

      11. User Defined Header 2

      12. Freight

      13. Origination – Disposition, User Defined Line 1, User Defined Line 2, Discount Schedule.

      14. Destination - Disposition, User Defined Line 1, User Defined Line 2, Discount Schedule.

      15. Use Weights/Grades from

   3. If a user attempts to select/enter a load that has been…

      1. …placed On Hold, they will be prompted “This Load Order has been placed on hold and cannot be transferred.”

      2. …saved on another transfer, they will be prompted “This load is already assigned to a transfer number. Please select another load.”

   4. If a user attempts to enter a load that has been moved to history (both origination and destination have been posted), they will be prompted “This load exists in history, please select another load.”

      1. Deleting, Voiding or Reversing a Bulk Transfer with a load will reopen the load for reuse.

      2. Reversing a Bulk Transfer that originated with a Load:

         1. The reversed transaction will not have a load number on it and the Load field will be disabled.

         2. The original transfer number will still have the load number displayed in Bulk Transfer Inquiry.

         3. NOTE: Reuse of a reversed load number will cause the load number to appear in Bulk Transfer Inquiry on two different transactions.

2. No changes have been made to the Posting Journal Report.

Changes to Bulk Transfer Inquiry

User has ability to view Load Number details attached to the Bulk Transfer in Bulk Transfer Inquiry window.

 

Open Bulk Transfer Inquiry Window

1. New Range Option called Load Number has been added.

2. New field call Load has been added and will display a Bulk Transfer Load Number if the bulk transfer was created with a load.

3. Load Number expansion button opens the Bulk Transfer Load Inquiry Zoom window displaying the original details of the load.

 

Changes to Freight Charge Matching Entry

The Freight Charge Matching Entry window has been updated to include Bulk Transfer Load Orders. The scrolling window’s Load Order Number field will now display bulk transfer load numbers for Bulk Transfer transaction that included a load. Also, a new Range option called Bulk Transfer Load Order has been added to restrict the records to display based on a Bulk Transfer load number or range of loads numbers.

 

Changes to Freight Variance Report

The Freight Variance Report’s Load Order From and To options have been updated to open the Bulk Transfer Load History Lookup window when selecting load numbers for Bulk Transfers. Plus, the report will print bulk transfer load numbers for bulk transfer transactions that used a load order.

 

Open Freight Variance Report

1. If the Bulk Transfer restriction is selected the system will use the Bulk Transfer Load History lookup for the Load Number From and To fields.

2. The Freight Variance report will print bulk transfer load numbers for bulk transfer transactions that use a load order.

Chapter 6: NEW Indemnity Compliance

This chapter describes an enhancement to how a program can be set up for indemnity compliance. (CIN-7729)

 

This chapter contains the following sections:

 

Changes to Program Detail Maintenance

Changes to Settlement Entry

Changes to Settlement Sweep

Changes to Program Detail Maintenance

A new setting has been added to the Program Detail Maintenance window called Exclude on Deferred Settlement.

Open Program Detail Maintenance

1. Exclude on Deferred Settlement

   1. Unchecked, default, program will be included on deferred settlements.

   2. Checked, program will be zeroed out from deferred settlements.

Changes to Settlement Entry

The Deferred checkbox when marked will zero out Program Details that have the Exclude on Deferred checkbox marked.

Open Program Detail Maintenance

1. Deferred

   1. Unmarked – No impact on the program charges that have been calculated for each assembly.

   2. Marked – Assemblies with Program Details that have the Exclude from Deferred Settlement checkbox marked, will be recalculated to zero. The Program Detail ID will still display within the Program Detail Inquiry and the Settlement Sheet but with a zero amount.

Changes to Settlement Sweep

The Deferred checkbox when marked will zero out Program Details that have the Exclude on Deferred checkbox marked.

Open Program Detail Maintenance

1. Deferred

   1. Unmarked – No impact on the program charges that have been calculated.

   2. Marked – Assemblies with Program Details that have the Exclude from Deferred Settlement checkbox marked, will be recalculated to zero. The Program Detail ID will still display within the Program Detail Inquiry and the Settlement Sheet but with a zero amount.

 

Chapter 7: NEW Intercompany Transfer

This chapter describes an enhancement, which is an AddIn, that allows users to transfer posted inventory adjustments between GP Dynamics companies. The transfer is done via GP Dynamics’ Inventory Transaction Inquiry and creates an unposted inventory adjustment transaction in the company and site specified along with or without a DPR adjustment. (CIN-5282)

 

This chapter contains the following sections:

 

Installing Intercompany Transfer

Changes to Inventory Transaction Inquiry

Changes to Item Transaction Entry

Installing Intercompany Transfer

1. Close MS Dynamics GP. The application must not be running when you install an add-in DLL.

2. Make sure there is a recent backup of your system.

3. Place the IRIVAdjTransfer.dll in the MS Dynamics GP\AddIns folder. Typically, the default location is C:\Program Files\Microsoft Dynamics\GP\AddIns.

4. Open MS Dynamics GP.

WARNING: If GP fails to open or closes unexpectedly once DLLs are installed, make sure that the DLL files are unblocked. Microsoft Windows may have automatically marked these files as blocked for security reasons.

Changes to Inventory Transaction Inquiry

An Intercompany Transfer window has been added to GP Dynamics’s Inventory Transaction Inquiry window’s additional menu if the Intercompany Transfer AddIn is installed. It allows users to create a reversed unposted item transaction adjustment in another company based on a posted item transaction within the company the user is currently logged into.

 

Open Intercompany Transfer

• Items that track Serial/Lot Numbers CANNOT be transferred.

• All items must exist in the Transfer Company, assigned to the selected site, have the same unit or measure, etc.

• If anything fails, the whole transaction fails. It is all or nothing, therefore, it is recommended that transfers be made within single item transactions unless you are sure both companies are set up properly for all items within the transaction.

1. Document Number displays the inventory adjustments transaction number.

2. Transfer Company drop list will display the companies the current User ID has access to minus the company the user is currently logged into.

3. Site drop list will display all the sites associated with the selected company. Select a site.

1. Adjust DPR checkbox, by default unmarked.

   1. Marked

      1. The transfer transaction will create a DPR adjustment transaction for each commodity item within the originating transaction.

      2. The DPR date that will be used on the transfer transaction will be the user date of the transfer.

   2. Unmarked, a DPR adjustment transaction will NOT be created for the commodity item(s) withing the transaction.

2. Process button

   1. Reads all the line items from the originating inventory adjustment and creates an opposite inventory adjustment transaction within the transfer company and site.

   2. Validations

      1. Item numbers exist within the transfer company.

      2. Originating document number has not been previously processed.

      3. Line item is a commodity to create DPR information.

3. Result Text

   1. Initially displays “There is no reverse document.” This means that an intercompany transfer has not been made for this transaction.

   2. Once a reverse intercompany transfer has been processed it will display the process status of success “Transaction [XXX (Transfer Companies Inventory Transaction Number)] created successfully.” or failure with a reason. If a user tries to process the transaction again “as is” or changes the Transfer Company and Site and selects Process again, it will state “This document was already processed.” A transaction can only be processed once.

   3. If a reverse intercompany transfer has already been done it will display “Reverse Document #: XXX (Transfer Companies Inventory Transaction Number).” The transaction cannot be transferred again. The Transfer Company and Site will be inactive.

   4. The system uses GP Dynamic’s standard eConnect validations.

 

Changes to Item Transaction Entry

Item Transaction Entry has been updated with a notification if a selected transaction was created via Intercompany Transfer.

 

Open Item Transaction Entry and select a reverse transaction number.

The system will warn the user that this is reversal document and please refer to the note text for more details.

Warning:

If this transaction is deleted, the original transaction WILL NOT be reversed or updated.

Chapter 8: NEW Print Option for Spot Contracts - Scale Ticket Apply Entry

This chapter describes an enhancement to spot contracts created via the Scale Ticket Apply Entry window. (CIN-2006)

 

This chapter contains the following sections:

 

Changes to Purchase Contract User Setup

Changes to Create Spot Contract

Changes to Purchase Contract User Setup

A new setting has been added to the Purchase Contract User Setup window.

 

Open Purchase Contract User Setup

1. Print Spot Contract

   1. Marked, Print Spot Contract checkbox will be marked in the Create Spot Contract window opened via Scale Ticket Apply Entry.

      1. Unmarked, default, Print Spot Contract checkbox will be unmarked in the Create Spot Contract window opened via Scale Ticket Apply Entry.

Changes to Create Spot Contract

The Create Spot Contract window opened via the Scale Ticket Apply Entry window has been updated with a print option.

 

Open Create Spot Contract

1. Print Spot Contract

   1. Marked, spot contract will print once the Create button is selected.

      1. Unmarked, spot contract will not print once the Create button is selected.

Chapter 9: NEW Mass Assembly Update/Delete

This chapter describes the new Mass Assembly Update/Delete enhancement. (CIN-7645)

 

This chapter contains the following section(s):

 

NEW Mass Assembly Update/Delete

NEW Mass Assembly Update/Delete

The Mass Assembly Update/Delete window has been added to mass close/delete assemblies.

 

Open Mass Assembly Update/Delete

1. Restrictions:

   1. Action

      1. Delete, default, selected assemblies will be deleted. Only assemblies with zero quantities and no ticket history will be available for deletion.

      2. Close, selected assemblies will be manually closed. Assemblies with or without zero quantities will be available to be closed.

   2. Range allows the user to filter the Assemblies in the scrolling window by Assembly, Customer, Disposition, Contract, and Item.

   3. Include

      1. Open, disabled and marked when action is set to Close.

         1. Marked, default, the scrolling window will display assemblies with an open status.

         2. Unmarked, the scrolling window will not display assemblies with an open status.

      2. Closed

         , disabled, and unmarked when action is set to Close.

         1. Marked, the scrolling window will display assemblies with a closed status.

         2. Unmarked, default, the scrolling window will not display assemblies with a closed status.

      3. Deferred

         1. Marked, default, the scrolling window will display deferred assemblies.

         2. Unmarked, the scrolling window will not display deferred assemblies.

      4. Not Deferred

         1. Marked, default, the scrolling window will display assemblies that are not deferred.

         2. Unmarked, the scrolling window will not display assemblies that are not deferred.

      5. Zero Qty Assemblies Only

         , disabled and marked when action is set to Delete.

         1. Marked,

            default, the scrolling window will display only zero quantity assemblies without ticket history when Action is set to Delete. If Action is set to Close, it will display all zero quantity assemblies.

         2. Unmarked, the scrolling window will display both zero and remaining quantity assemblies.

2. Scrolling window includes:

   1. Status displays the assembly’s status.

   2. Assembly, display the assembly number. Field can be sorted, and assemblies can be viewed individually using the expansion button.

   3. Customer displays the customer assigned to the assembly. Field can be sorted.

   4. Commodity displays the item assigned to the assembly. Field can be sorted.

   5. Disposition displays the disposition assigned to the assembly. Field can be sorted.

   6. Contract displays the contract assigned to the assembly. Field can be sorted, and the contract can be viewed by using the expansion button.

   7. Net Qty displays the net quantity of the assembly. Field can be sorted.

   8. Select/Mark:

      1. Marked, selects the line(s) to process.

      2. Unmarked, line(s) will not be processed.

3. Number of records displays the total number of assemblies displayed for the given restrictions.

4. Process updates the selected assemblies to a close/delete status.

   1. A warning will be displayed “Are you sure you want to delete/close the marked assemblies?”

      1. Yes, will delete/close the assemblies.

      2. No will not close/delete the assemblies and will return the user to the Mass Assembly Update/Delete window.

   2. The system will provide a message indicating that the process has been completed successfully.

   3. Deleted assemblies can be viewed in the Document Number Inquiry window under module Assembly.

5. Redisplay, when selected will update the scrolling window based on the selected restrictions.

6. Clear, will clear the window.

7. OK, closes the window without processing/saving any changes.

Chapter 10: NEW Document Attachments for CINCH Sales Invoicing

This chapter describes how GP’s Document Attachment functionality has been added to CINCH’s Sales Invoice Entry, Sales Inquiry and Sales History Inquiry. (CIN-5997)

 

This chapter contains the following section(s):

 

Changes to Sales Invoice Entry

Changes to Sales Inquiry

Changes to Sales History Inquiry

Changes to Sales Invoice Entry

An Attachment Icon and the Attachments to Send in Email menu have been added to the Sales Invoice Entry window.

 

Open Sales Invoice Entry

Doc Attach Icon

1. Added to both the header and line level and is available only when the Allow Document Attachments option is marked in Document Attachment Setup.

2. Opens GP’s Document Attachment Management window. See GP’s documentation for more information.

1. Select Attachments to Send in Email – Dropdown option on the Email Icon dropdown list.

   1. This option is available only when Send Attachment in email option is marked in Document Attachment Setup window.

   2. Opens the Select Attachments to Send in Email window, where user can select or unselect the attachments that are available to send in email.

Changes to Sales Inquiry

An Attachment Icon has been added to the Sales Inquiry window.

 

Open Sales Inquiry

Doc Attach Icon

1. Added to both the header and line level and is available only when the Allow Document Attachments option is marked in Document Attachment Setup.

2. Opens GP’s Document Attachment Inquiry window.

   1. Users may have to enter a password if an Inquiry password was set up in GP’s Document Attachment Setup.

   2. Users may only preview or have full access to the attached documents depending on Attachment Management Defaults setup in GP’s Document Attachment Setup.

3. Line level, by default will be disabled. It will be enabled when user clicks on Next or Previous button.

1. Email

   1. Only the selected document in the Sales Invoice can be sent in email for Receipts.

Changes to Sales History Inquiry

An Attachment Icon has been added to the Sales Inquiry window.

 

Open Sales Inquiry

Doc Attach Icon

1. Added to both the header and line level and is available only when the Allow Document Attachments option is marked in Document Attachment Setup.

2. Opens GP’s Document Attachment Inquiry window.

   1. Users may have to enter a password if an Inquiry password was set up in GP’s Document Attachment Setup.

   2. Users may only preview or have full access to the attached documents depending on Attachment Management Defaults setup in GP’s Document Attachment Setup.

3. Line level, by default will be disabled. It will be enabled when user clicks on Next or Previous button.

1. Email

   1. Only the selected document in the Sales Invoice can be sent in email for Receipts.

 

 

Appendix A: New Windows, Report & Tables

 

 

NEW Windows

 

NEW Reports

 

NEW Tables

 

Changes that may affect Reports or Data

 

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