EXP-RO01-4.10.0.1
Entersoft Expert®
New Features & Functionality
New Features & Functionality (Outline)
This document aims to report the new features and extensions of Expert Version 4.10.0.1. First, the newly added functionality and features are briefly listed and, then, a detailed presentation follows. User guidelines and examples are provided where necessary.
Entersoft Expert
- Automating management of backorders after completing the overall orders cycle
- Applying of pricelist based on new reference date
Entersoft framework
- Application Server Deadlock Priority
Entersoft ERP
Financials
Planning of Payments
A number of improvements have been made in the approval procedure / planning of payments as described in the following lines:
- New security privilege Show results in planning of payments has been added. By using it, the user access to Search action and thus the result shown on the screens above is defined. The actions of editing entries are different security privileges, for some versions now.
- In the procedures of approval and planning of payments when the payment method is Cheque then while saving a warning message is shown when the selected Bank Account:
Either belongs to different Company Branch than this of the login
Or the Issuance of notes (AutoPayableNote) field is not active in the data of the liquidity account in use
- The procedure of planning of payments can create up to two different document types, for cheques and remittances, behavior regulated by the following company parameters:
- However, to date there has not been the ability to select different series by document type. Hence, two different fields for selecting series for each document type have been added to the planning of payments form. In these fields, the first auto-counter series of the login branch is proposed.
- In the procedure, it was added the ability to update the business dimensions on the payment documents generated by the process. This can be done by selecting the desired values in the corresponding fields added to the first level of the debt list. It highlighted that if one of the business dimension is selected in the Grouping criterion, then the claims are presented separated based on the dimensions analysis and the specific fields are preselected. Otherwise, the fields of the dimension are empty and the user may selected the desirable value.
Customer pending orders
In several flows and most commonly in the sales order sub-system, we encounter the need to manage backorders after completing the overall orders cycle. Therefore, the feature of auto resolution for these backorders after executing the next phase of ordering (reservation, invoicing, etc.) is available. This, of course, also applies to other similar workflows.
How it works
Auto-resolution of backorders is based on the use of a transition rule with cancellation attributes, such as the transition rule: 157.COV=>RCV Anulare comandă which, with the creation of RCV document, updates the closed quantities of the initial order. The order is displayed immediately without backorders. With transition of cancelled quantities in RCV, we also achieve the registration of Lost sales
Therefore, the extension concerns these scenarios in which a cancellation document can be used (such as RCV).
Thus, whenever a transition is executed as a step in a process, automatically another transition is also executed for the quantity which was not processed (i.e. because of insufficient balance) to remove backorders from the initial document.
Please, note that the above feature is supported in item and trade account code level, so you can select backorders resolution only for specific items on orders of specific customers.
The feature is available when the transition is executed. In addition, it is available in the Stock distribution to Orders procedure (menu: Inventory / Distribution processes).
Customization
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The new field Pending orders has been added to the customer and supplier forms, on Commercial page. This field must be activated, if you wish the backorders auto-resolution process to be performed for selected trade accounts. | 
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The new field Rule for backorders cancellation has been added to document transition rules. In this, you select a transition rule to use for cancellation. You can select a value only if the Quantity backorders management is selected. The rules which could be selected are only those with the Execution in the same line is recommended field selected. |
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The Auto-cancel backorders field has been added to the control policy on ordering policies page. This selection must be activated in document attributes related to backorders cancellation documents. In the above example with the ΠΑΑ, this must be done to one of the attributes declared for RCV. | 
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Reports
Budget – Comparative results
In Comparative results of Budget Sheets cube, hereafter, when it comes to Production sheet profile, there are also actual results that update assemblies, quantity and cost.
Accounting – Trial balance
In the Trial Balance, the Debit amount and Credit amount of settlement entries of fiscal-year end can be shown in two different columns. The columns are shown when one of the two following values is set to the Fiscal Year-End entries criterion of the report:
- Separated
- Included
Miscellaneous
Invoicing
It is possible to use different reference date for prices and discounts pricelist in trade documents that use pricelist. In this way, it is possible to apply to the pricelist document with different validation date from issuance date of document.
In the trade documents where a pricelist is used, it is now available the commercial pricing date for prices and discounts. In this way, it is possible to apply on the document a pricelist in a different validation date from the issuance date of the document. The use of this field is optional; in the sense that if a value is not entered in the field, this field is updated with the document Issuance date.
The reference date for the pricelist is entered in the new field Commercial Date available on the Miscellaneous data page in Sales documents if system UI form is used. Alternatively, the field must be added to the used custom document forms.
Items
The CDV - Corectie dimensiuni articole pe documente de vanzare document type has been added. Through this document type, sales data can be transferred from an item dimension to another. Duplicate entries are registered; one for the sales entry with the selected dimension value (that will be registered into the 1st grid line) and one with the initial dimension value (that will be registered into the 2nd grid line) for initial sales entry reversal. These entries concern both quantities and values (therefore, it is used when invoicing is completed). The quantities and the values in the 1st grid MUST BE EQUAL to those in the 2nd grid. Moreover, this document type may be used not only for Sales but also for Self-dispensing and Stock destructions. The update method selection is achieved through the “Update column” field, which has been added to both item entry grids. There are three options; Sales, Self-dispensing and stock destruction. The empty value in this field operates as “Sales”.
Stock dimension management
In the Dimension chart combination form, minor but substantial improvements have been made. These improvements facilitate the processing of already registered entries. In a new matching line in an existing entry of dimension chart combination, when the From dimension is filled out, if a dimension with the same code is found in the To dimension chart, this is automatically selected. During dimension search and selection in a new line, hence, only dimensions that have not already been selected in other lines are shown.
Entersoft Framework
App Server Deadlock Priority
Hereafter, time-consuming and cumbersome procedures (such as Valuation / Cost Accounting) could be executed through the application server in production runtime with an extremely low probability that processes will be interrupted due to deadlocks, resulting in normal completion and getting the results, so the problem of repetitive execution of these procedures has been solved. To use this functionality, a new instance of the application server on port 3621 should be enabled. In a later version, the port through which the application server acquires this capability will be available in configuration level.
