CINCH Customer Documentation

CINCH_16.0_M15_What's_New-02-Sales_Miscellaneous






CINCH Software
What's New – Sales Miscellaneous
Version 16.0 M15
March 10, 2017


Introduction
Supported Version
Dynamics GP
AgWorks
Feed Mill Manager
Chapter 2: Sales Miscellaneous
New Inventory Inquiry
Changes to Sales Setup

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 and can be purchased through your CINCH software sales representative. 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 CINCH Software since General Release 16.0.
Description of the enhancements in this chapter relate to
Chapter 2, "Sales Miscellaneous," describes the miscellaneous changes made to Cinch Sales.

Supported Version

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

Dynamics GP

Software Version: 16.0 (16.00.0579 R2)
KB3218072
Dex Version: (16.00.0034) 

AgWorks

AgWorks AgOS v3

Feed Mill Manager

Is currently not supported.

 

Chapter 2:Sales Miscellaneous

This chapter describes enhancements made to the CINCH Sales processes.
This chapter contains the following sections:

 

New Inventory Inquiry

Inventory Inquiry has been created to more clearly display the item inventory quantities and break out, in detail, the allocated quantities and quantities not posted.

  1. Open Inventory Inquiry

(Inquiry>Cinch Sales>Inventory Inquiry)

  1. Restriction fields limit the data that is displayed in the list view portion of the window.

  2. Item Range, enter the items for the start and end of your range.

  3. Results to Return, defaults to 256, limits the number of results that are displayed in the list view of the window.

  4. Zero Quantities, when checked, allows the user to show results with zero quantities.

  5. Quantity Unit of Measure to Display determines the unit of measure that is used when displaying quantities in the results view. The selling unit of measure is the default option but it can be changed to the base unit of measure.

  6. Branch defaults to the user's branch but can be changed.

  7. Details to Display controls how the quantities for items are summarized and displayed.

    1.  

      1. Item; column summarizes all lot and site quantities per item. Any lot tracked items that have quantities not assigned will be included in the summarization.

      2. Site; columns will display depending on what has been selected within the Branch dropdown field. Each column will summarize the quantities for each item and site combination. Any lot tracked items that have quantities not assigned will be included in the summarization.

      3. Lot; columns will display depending on what has been selected within the Branch dropdown field and if the items has multiple lot numbers. Each column will summarize the quantities for each item, site and lot number combination. Any lot tracked items that have quantities not assigned to lots will not be included in this summarization.

  8. List View, contains quantity information for all items matching the restriction criteria and scrolls vertically.

    1. Details to Display, based on the restriction criteria selected either Item, Item and Site or Item, Site and Lot will be displayed.

    2. On Hand displays the quantity available plus quantity allocated for the item.

    3. Un-Posted Incoming Quantities

      1. Purchase Receipts displays the total of inventory for all un-posted Purchase Receipts.

      2. Scale Tickets displays the total of inventory for all scale tickets that have not been posted.

      3. Mfg. Receipts displays the total of inventory for all un-posted Mfg. Receipts.

      4. Returned Not Posted displays the total of inventory for all un-posted returns.

      5. Sub-Total displays the total of all Un-Posted Incoming Quantities.

    4. Un-Posted Outgoing Quantities

      1. Committed to Mfg. displays the total of all inventory committed to manufacturing.

      2. Shipped Not Posted displays the total of all inventory (Grain and Bulk Shipments) shipped but not yet posted.

      3. Shipped Posted Not Invoiced displays the total of all inventory (Grain, Bulk and Shipment Invoicing Shipments) shipped and posted but not yet invoiced.

      4. Counter Sales not Posted displays the total of all inventory sold via the Counter Sales Entry window but not yet posted.

      5. Invoiced Not Posted displays the total of all inventory sold via the Invoice Maintenance window but not yet posted.

      6. Sub-Total displays the total of all Un-Posted Outgoing Quantities.

    5. IV Adjustments Not Posted displays the total of inventory for all un-posted inventory adjustments.

    6. IV Transfers Not Posted displays the total of inventory for all un-posted inventory transfers.

    7. Sub-Total displays the total of all inventory adjustment and transfers.

    8. Grand Total displays the total of On Hand plus Un-Posted Incoming Quantities minus Un-Posted Outgoing Quantities plus all inventory adjustments and transfers.

    9. Committed to Sales Orders displays the total of all inventory committed via the Sale Order Entry window.

  9. Choose Clear to clear the screen.

  10. Choose Redisplay to update the display based on selected criteria.

  11. Choose Print to print the Sales Inventory Position Report.

  12. Choose Export to export the results to Microsoft Excel.

 

Changes to Sales Setup

Sales Setup has been modified with the ability to Suppress the Zero Price Warning.

  1. Open Sales Setup

(Microsoft Dynamics GP>Tools>Setup>Cinch Sales>Sales Setup)

  1. Suppress Zero Pricing Warning checkbox, when marked, will suppress the warning in the following windows and will default to be un-marked.

    1. Order Entry.

    2. Counter Sales.

    3. Invoice Maintenance.

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