Product Update 4.40.0.1

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Check for Duplicate Purchase Orders:

• When entering sales orders and invoices in Sales Order Entry or Invoice Data Entry, you can now select the files you want to automatically search for duplicate customer purchase order numbers. In addition to the Sales Order and Accounts Receivable Entry files, you can search both the Sales Order and Accounts Receivable History files. Using Role Maintenance, you can also restrict the ability to use a duplicate customer purchase order number.

Define Allowed Job Statuses in Data Entry Tasks:

• You can now define which job statuses are allowed when a job number is entered in data entry tasks in the Accounts Payable, Accounts Receivable, Inventory Management, Job Cost, Payroll, Purchase Order, and Sales Order modules. Using Role Maintenance, you can also give users the ability to override the allowed job status selections.

Expanded Quick Print Options in Sales Order:

• A Print Pick button that allows you to print picking sheets has been added to the Sales Order Entry window. You can also define settings in Sales Order Options to allow the following:
  • After quick printing a sales order, receive a prompt to quick print a picking sheet and shipping label.
  • After quick printing an invoice, receive a prompt to quick print a COD label.
  • After quick printing in Sales Order Entry or Invoice Data Entry, view the source document.

Print Back Ordered Information on Picking Sheets:

• When printing picking sheets for standard orders, you can now include the back ordered quantity in the quantity ordered, and print line items for which the entire quantity is back ordered. When printing back ordered information, the back ordered quantity will also print.

Search for Invoices in Cash Receipts Entry:

• You can now search for invoice transactions from the Cash Receipts Entry window. If a transaction is found, the Customer No. field is populated with the associated customer number. If the invoice has a balance greater than zero, the Amount Received field, the Invoice No. field, and related fields on the Lines tab are populated.

Search for Transactions by Lot or Serial Number:

• You can now search for invoice transactions by lot or serial number from the Accounts Receivable Invoice History Inquiry and Sales Order Copy From windows. The system will search either the Item History or Invoice History file based on your selection in Accounts Receivable Options.
• The Lot/Serial Inquiry task has been added to the Inventory Management Main menu, making it easier to access this task.

Set Up Automatic Earnings Codes for Each Employee:

• Using the Auto Pay feature, you can now set up earnings codes by employee to automatically create Payroll Data Entry line entries.

Record Wire Transfers:

• In Manual Check and Payment Entry (previously named Manual Check Entry), you can now record and reverse wire transfers. Additionally, the Manual Check Register has been renamed Manual Check and Payment Register.
• You now have the ability to print wire transfers on the Check History and Payment History reports, and they will appear in Vendor Maintenance, Vendor Inquiry, Invoice History Inquiry, and Payment History Inquiry.
• If the Bank Reconciliation module is integrated with Accounts Payable, wire transfer information will also appear in Check, Deposit and Adjustment Entry, Reconcile Bank, Bank Reconciliation Register, and Bank Recap Report.

Changes for Picking Sheet Printing:

• When using Picking Sheet Printing, a picking sheet is no longer printed if the source sales order is in use in Sales Order Entry.
• In Sales Order Options, you can now elect whether or not you want to receive a warning message to help avoid the duplicate printing of picking sheets. This issue may occur if the Print Pick Sheets check box for a sales order is not cleared because the order is in use by another user during the printing process. If you do not elect to receive the message, the information is written to the Activity Log.

Restrict Item Purchases for Certain States or Customers:

• You can now restrict the ability to select inventory items for each defined customer or ship-to state in Sales Order Entry and Sales Order Invoice Data Entry.
• The restrictions are also enforced when selecting alternate items in Shipping Data Entry and when replacing an item with a different item in RMA Entry and RMA Receipts Entry.
• In Role Maintenance, you can give users the ability to override the restricted item selections.

Enhanced Searching Ability in Data File Display and Maintenance:

• You can now enter search criteria for multiple fields when searching for records in Data File Display and Maintenance, by entering a key column separator within the key.
• You can now filter the search results that appear in the Data File Display and Maintenance Key Scan window.

Enhanced Credit Card Security:

• Two new user preferences have been added in User Maintenance to allow you to designate users that can print or display fully formatted credit card numbers. Users without those preferences will only see the masked credit card number.
• Two new security event roles have been added in Role Maintenance to allow you to designate which roles can change or delete the key used to encrypt credit card numbers. Industry standards recommend that you change this key at least annually to enhance security of the encrypted credit card numbers stored in your system.
• The key used to encrypt the credit card information is now stored separately from your company data. By using the Sage MAS 90 and 200 alternate directory feature, your key will be stored in a different physical location than your company data; thereby, increasing the security of the credit card information.
• A Credit Card Audit Log has been created. This log will show the following:
  • All credit card transaction requests sent to the payment server
  • Each time credit card numbers are encrypted or decrypted
  • Each time a user's print or display credit card preferences is changed
  • Each time a credit card key is changed or deleted

Creating Sales Orders from Master and Repeating Orders and Quotes:

• When creating a sales order from a master or repeating order or quote, the payment type on the sales order will now be defaulted from the default payment type in Customer Maintenance.