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IIS V5.0

Visual 2000 New Features 5.12.02.01

Visual 2000 International Version 5.0 New Features 5.12.02.01 January 2012


TABLE OF CONTENTS PRODUCT… ..................................................................................................................... 4 Form Change - Product Barcode Lists ....................................................................................................... 4 Make or Break a Case Pack or box ............................................................................................................ 5 Form Change - Audit view Product Accounting Class View ...................................................................... 8 Form Change - Special Pricing / Country and Selling Period-Algorithm Change .................................... 10 Multi-Color Assortment (MCA) ............................................................................................................... 11 Report Change - Available to Sell by Database - New Report................................................................. 14

SALES .............................................................................................................................. 15 Order Cost Vouching (OCV)..................................................................................................................... 15 Report Change - Product Movement Analysis - new picks ..................................................................... 18 Report Change - Product Movement Analysis ........................................................................................ 20 Print Sales Invoice - SI simultaneous printing to include Label printing ................................................. 23 Print Sales Order/Invoice ........................................................................................................................ 24 Form Report Change – Available To Sell/To Ship (Quick) - new picks .................................................... 25 Report Change - Gross Profit by Product Class (Invoice) - new picks ..................................................... 26 Report Change - Sales Statistics Manager - new picks............................................................................ 27 Form Change - SO and SI - Prepack ......................................................................................................... 28 Form Change - Incoterms........................................................................................................................ 29 Form Change - Payment Terms ............................................................................................................... 30 Form Change - Currencies and Exchange Rates ...................................................................................... 32 Form Change - Customer Special Requirements (CSR) ........................................................................... 33 Grid View - Sales Picking Slip Manager - Created Column added…. ....................................................... 34 Grid Detail View - Sales Picking Slip Manager - Prepack Code Column added…. ................................... 35 Report Change - Sales Invoice Totals - new picks - Month / Year Grouping........................................... 36 Report Change - Sales Invoice Totals - new picks - Invoice Type filter ................................................... 37

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Grid View - Customer Analysis (Multi-Database)…. ................................................................................ 38 Form Change - Sales Invoice - Invoice To field Unlock ............................................................................ 39 Report Change - Invoice Overview Reports - new picks - Show Ship To ................................................ 40

PURCHASING ................................................................................................................ 41 Transit Container Screen - Expands ........................................................................................................ 41 In Transit - Legal Printing ........................................................................................................................ 42 Grid View - Purchase Manager ............................................................................................................... 43 Report Change – Vendor Invoice by Product - new picks ....................................................................... 44 Form Change - Vendor… ......................................................................................................................... 45 Form Change - Inbound Shipment .......................................................................................................... 46

PRODUCTION.. ............................................................................................................. 47 Form Change - Production Issue by Lot .................................................................................................. 47 Form Change - Purchase Manager - Print Pull Sheet .............................................................................. 48 Form Change - Purchase Order Entry Detail - Print Pull Sheet ............................................................... 49

ACCOUNTING................................................................................................................ 50 Report Change - Sales Tax Summary ...................................................................................................... 51 Report Change - Customer Payment History .......................................................................................... 52 Report Change - General Ledger by Account / Batch Number ............................................................... 53 Report Change - General Ledger by Account .......................................................................................... 54 New Reports - By Installments ............................................................................................................... 55 Form Change - Receivable Account ........................................................................................................ 56 Form Change - Vendor Account Inquiry - New Grid Design.................................................................... 57 Form Change - Vendor Deposit - VPO Cross Reference .......................................................................... 58

SETTINGS....................................................................................................................... 59 General Options - Sales Tab - Vendor Bill creation from Commission Report Posting ........................... 59 Company Setup - Company Multi-Databases ......................................................................................... 60 Company Division - Report Settings - A4 Paper Format ......................................................................... 61

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PRODUCT Form Change - Product Barcode Lists Pathway

Print Buttons

1) Selling Period, Collection and Group have been added to the Scanable Product Barcode list 2) Selling Period, Collection and Group have been added to the Product Barcode list

Output

New columns are on the far right.

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Make or Break a Case Pack or box Pathway

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Option to make or break – Case Packs

The user can now make or break Case Packs by selecting the tabs above.

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Option to make or break-boxes

The user can now make or break boxes by selecting the tabs above. You can make boxes for 1 size in products or put multiple Case Packs in boxes. You can also break the boxes to allow the units/Case Packs to be picked separately.

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Form Change - Product Accounting Class View Pathway

Options Added

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The Audit Log icon has been added with the Product Accounting Class View. Depending on the Security setup of the user, this allows the user to view any changes that were made to this form.

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Form Change – Special Pricing/ Country and Selling Period Pathway

Algorithm Change

The Price checking algorithm has been updated. The default order for Special Pricing is now set as below. 1. 2. 3. 4. 5.

Product Pricing by Country and Selling Period. Product Special Pricing. Customer Special Pricing. Product MultiLevel Pricing. Depending on CSR: Product Pricing, Markup on StandardCost, and Markup on Retail.

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Multi-Color Assortment (MCA) Pathway

Using the Product Manager, The following allows the user to create a multi-color assortment Prepack for any product that can be used in a Sales Order (SO).

1 – Go to Product

1) Click Color Assortment Tab. 2) Click Builder button to open Color Assortment window.

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2 – Enter Assortment Details

1) Click add button. 2) Enter Multi-color Assortment unit information and units. 3) Post Multi-Color Assortment.

Multi-color Assortment for the product will then be displayed as above in the Color Assortment tab.

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3 – Create Sales Order (SO)

1) Select assigned color, which in the above example is Assorted. 2) Enter quantity of Multi-Color Assortment prepack required. As per the Multi-Color Assortment setup, the total units will be added to the Sales Order.

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Report Change – Available to Sell by Database - new report Pathway

Options Added

A new ATS report has been added that allow the user to run a report across multiple databases. Once the settings have been completed in the Settings/Company Multi-Databases form, the user can then compile the ATS report using the linked databases, and the data from across the selected databases will be displayed.

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SALES Order Cost Vouching (OCV) Assign costs from VBL's to the OCV in the same way you apply job costs

Ability to create OCV from a VBL

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1 - Go to SO

1) Find OCV field by clicking on Grey/Black toggle box twice. 2) Select the OCV on a sales order from dropdown.

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2 - Enter given values

1) Select a template from one created that includes duty and freight and enter specific % and AMT. 2) Apply OCV. The OCV can also now be assigned to a Customer Bill (CBL), Vendor Bill (VBL) and Vendor Invoice (VSI).

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Report Change - Product Movement Analysis - new picks New Pick Options - Product class

The user can now pick product class.

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New Pick Options - PO and Vendor

The user can now pick PO# or Vendor.

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Report Change - Product Movement Analysis Pathway

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Options Added

1) Selling Period - Transaction Criteria. 2) Vendor Type.

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Options Added

Transactions SO, PO, SI, VSI and ALL have been added.

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Print Sales Invoice - SI simultaneous printing to include Label printing

A check box has been added in ‘Options Two’ to select simultaneous printing of labels.

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Print Sales Order/Invoice Options added to print both Department and Sales Type

1) By making the above selection, both Department and Sales Type can be shown at the same time.

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Report Change – Available To Sell/To Ship (Quick) - new picks New Filter Option – Color Selling Period (Color Sel Period)

Color selling period from/to filter has been added to the Available To Sell/To Ship (Quick) report.

Current, Standard, Average, Selling and Retail valuation has been added in the Available To Sell/To Ship (Quick) Blocks Valuation report.

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Report Change – Gross Profit by Product Class (Invoice) - new picks Pathway

Options Added

New pick options have been added in the Gross Profit by Product Class (Invoice) report.

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Report Change – Sales Statistics Manager - new picks Pathway

Options Added

New pick options have been added for multiple cost types to the margin calculation in the Sales Statistics Manager report.

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Form Change - SO and SI - prepack Quantity of prepacks added

When prepacks are ordered, the SO and SI will now show the QTY of prepacks as indicated above.

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Form Change - Incoterms Pathway

Options Added

Incoterms form has been redesigned.

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Form Change – Payment Terms Pathway

Options Added

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Term form has been redesigned. If you click the columns.

, the form is expanded to show additional

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Form Change – Currencies and Exchange Rates Pathway

Options Added

A symbol list has been added to the Currencies and Exchange Rates List.

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Form Change – Customer Special Requirements (CSR) Pathway

Options Added

1) Select customer and press builder button to enter customer form.

Press Customer Special Requirements (CSR) button in top/middle of customer form.

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1) Click paperclip. 2) Attach the file.

Grid View – Sales Picking Slip Manager Grid addition

A new column was added in Sales Picking Slips Manager grid which displays the date and time the SPS was created:

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Grid Detail View – Sales Picking Slip Manager Grid addition

A new column was added in Sales Picking Slips Manager detail grid. When the View Detail button is selected, a ‘Prepack’ column is now displayed.

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Report Change – Sales Invoice Totals Reports- new picks Pathway

Option 1 Added

The grouping option to print the Sales Invoice Totals/Payments report by month or year based on the Invoice date or the Ship date has been added.

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Option 2 Added

In the Sales Invoice Reports highlighted above, the option to filter by All/Without Transferred Invoice/Transferred Invoice Only has been added.

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Grid View – Customer Analysis (Multi-Database) Pathway

Options Added

A new Customer Analysis (Multi-Database) view has been added that allows the user to run a view the grid results from across multiple databases. Once the settings have been completed in the Settings/Company Multi-Databases form, the user can then compile the Customer Analysis grid using the linked databases, and the data from across the selected databases will be displayed in the grid.

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Form Change – Sales Invoice (SI)

An edit pencil has been added to the ‘Invoice To’ field on the bottom of posted Sales Invoices. The pencil will only be shown as long as there is no associated posted or unposted Receive Payment.

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Report Change – Invoice Overview Reports - new picks Pathway

Options Added

In the Invoice Overview Reports highlighted above, the option to show the Ship To City and State has been added.

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PURCHASING Transit Container Screen - Expands Expand the Window

The Transit Container Window can be expanded so the user can see more information

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In Transit - Legal Printing New Print Option - Legal

The Legal Printing Option has larger fields for: Vendor, Reference, Product and Color

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Grid View - Purchase Manager "Detail Amount" view

3 fields have been added to the Purchase Manager View - Detail View; Ordered (date), Sel Per (selling period), Transit (QTY in).

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Report Change – Vendor Invoice by Product - new picks Pathway

Options Added

The filter for transaction type has been added in the Vendor Invoice by Product report.

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Form Change – Vendor Pathway

3) Click paperclip. 4) Attach the file.

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Form Change – Inbound Shipment Pathway

5) Click Documents tab. 2/3) Double click the detail line that you wish to attach a document to. 4) Attach the file.

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PRODUCTION Form Change – Production Issue by Lot

Options Added

You now have the ability to change the production cycle on the fly. This is only possible as long as the new cycle has the same number of stages. Example, you have 3 stage cycle, and want to replace cut/sew/pack with cut/sew & press/pack.

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Form Change – Purchase Manager Pathway

Options Added

The option to print the Pull Sheet directly from Purchase Manager Grid results has been added.

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Form Change – Purchase Order Entry Detail

The ability to also print the Pull Sheet from with the detail of the Purchase Order has been added,

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ACCOUNTING Report Change - Sales Tax Summary Pathway

Options Added

1) User can select from-to taxes. 2) Or select from the grid.

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Pick Sales Tax - Grid

User can select specific taxes from the grid.

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Report Change - Customer Payment History Pathway

Option to Select

Column added to output

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Report Change - General Ledger by Account / Batch Number Pathway

Output

Vendor name added to reference column.

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Report Change - General Ledger by Account Pathway

Output

Vendor name added to reference column.

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New Reports - By Installments 2 New Reports

Customer Statement by Installments report showing the actual due dates has been added. This report will look at the terms on the transaction and divides the payments based on the term setup. Receivables Aging detailed by Installments report showing the actual due dates has been added, and uses the same concept as above.

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Form Change - Receivable Account Pathway

Option to Select

6) 2 new views added. 7) If the term uses installments, new columns have been made available. 8) When a payment is Past Due, the payment will be highlighted in orange.

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Form Change – Vendor Account Inquiry Pathway

Option to Select

The Vendor Account Inquiry form has been redesigned to be displayed in a grid form. Apart from the increased performance benefit, the advantages are that the information is displayed in a cleaner and more standard form, all the information is displayed at the same time without the need for toggling between fields, and all columns can be sorted and the window can be resized.

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Form Change – Vendor Deposit Pathway

Option to Select

It is now possible to select the Vendor Purchase Orders (VPOs) that are being cross referenced against the Vendor Deposit. The Purchase Amount of the VPO will be validated against the amount entered in the header and if these are not the same, the Vendor Deposit cannot be posted.

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SETTINGS General Options - Sales Tab Pathway

In Sales tab of General Option, ‘Create Vendor Bill Posted on Post’ option has been created. If selected, upon the posting of a Commission Report, a Vendor Bill (VBL) will automatically be created and posted.

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Company Multi-Databases – New Options Pathway

Two new Multi-Database reports have been added, ATS and Customer Analysis. If the user wishes to use either the New Multi-Database ATS or Customer Analysis reports, then the Databases must be selected and appear in the right hand box shown above. The check boxes within each column must be checked in order to link the Databases together and allow the reports to access the data within the multiple Databases.

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Company Division – Report Settings Pathway

Option to Select

All Sales, Picking Slip and Purchase Transactions reports have been reformatted to allow the option of printing in A4 paper format. Under the ‘Report Settings’ tab in Company Division, a security pencil has been added to control the status of printing using this format.

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New Feature V5.12.02.01  

New Feature V5.12.02.01