Sales By Type report – added option for transaction info in export, added OEM type, logic changes for source – proc, report file, param screen, menu screen

• New Purchase Profile report - We added a new report to work similar to the Price Profile Detail report but to should the purchase profile details
• Transaction Detail report – added bin filter and trans ID filter
• Inventory Valuation report – added bin filter, manu parameter added to parameter section of the report, export formatting work
• Inventory Valuation Lite report – added bin filter

ComCept’s new Data Maintenance and document upload in Document Generation have arrived!

Data Maintenance:

Along with containing the majority of the current functionality we have added some new features.  These include Price Profile/Customer Special Pricing maintenance, Attribute maintenance for customers and items, and the ability to schedule the uploads.  We have added new fields to the customer and item maintenance downloads that were not available in the previous version.  Two spreadsheets types not currently available in this new version are the PricePro update and Inventory add templates.  These will be added in the near future.  The previous version of data maintenance is still 100% functional until we have all its features added to this new version.

Data Maintenance security warning:  This new version of Data Maintenance is embedded within the ComCept.net application and not separately installed.  A new permission is required to access the new version.   The permission is DM_View.  We cannot stress enough the importance of making sure only the users you want to have access to this have this new security permission.  The first time the new Data Maintenance is accessed you will be prompted to accept the user agreement.  There is help documentation located here:  http://doc.comcept.net/New-Data-Maintenance.ashx.  Please take some time to look over this documentation prior to its use.  We will be making the new Data Maintenance link available in ComCept Utopia on 1/18/2016 so you have some time to get your security setup and have a chance to read the help documentation.

NOTE:  In order for us to answer questions about the new Data Maintenance functionality you must first read the documentation.

Document upload for Document Generation:

The document upload feature in Document Generation allows users to upload any number of POs, RGPOs and Transfers on a single upload.  This feature allows the user to enter costs or allow the system to generate the cost for you.  All documents will appear in the Document Generation batch that it was uploaded into to allow for review and modifications.  A new permission is necessary in order to access the feature, which is called InvDocumentBatch_ItemUpload.  There is help documentation located here:  http://doc.comcept.net/Document-Upload-in-Document-Generation.ashx. 

We have released code changes to address the following features and fixes:

• Customer number in customer search – Add the ability to search by a customer’s number in all of the customer search drop-downs in ComCept .Net Thin Client.
• Posted balance on screens – The new Potential Balance will be displayed on the POS screens if you are using the Credit Hold feature.  The original Posted-only balance is displayed if you are not using the Credit Holds feature.
• ComCept Mobile .Net now can be self-installed.  Additionally, we have better tracking of users, which machines they are running on, how many simultaneous users are sharing a Mobile .Net instance.  Please contact ComCept Support with questions about your implementation of ComCept Mobile .Net
• Prevented closing a PO from multiple instances of ComCept .Net – There was a situation where two instances of ComCept .Net could close a PO and On Order amounts would be updated twice.  Now a message will be displayed if the user tries to close an already-closed PO.
• Saving a PO number on a posted Invoice – There was an issue that prevented PO numbers from being saved on a posted invoice if the transaction was a cash type terms code.  The issue has been addressed and users should be able to save PO numbers on all posted Invoices now.

• Time Clock Settings - We have made some of the Time Clock settings location-specific, meaning they can be different for each location.  The settings are: 1) clock-in rounding, 2) clock-out rounding and 3) auto-adjust for lunch. All of the other Time Clock settings are company-wide.
• Electronic Purchase Orders - Orders sent to ComCept from outside parties are now allowed to be taxable if necessary.
• Distributor Count Sheets - Count Sheets now show On-Hand values and allow quantity entry when new items are added.

The PO/Xfer page now requires you to select a sending store on transfer orders and quick transfers before you are allowed to add items to the order.

We have successfully completed  code release of ComCept .Net.  Changes include:

Mobile .Net

CollisionVend & CollisionScan

ComCept .Net Utopia

We have released changes to ComCept .Net and CollisionLinx. The following enhancements were made:

ComCept .Net Thin Client

• Work Order Processing - A new column was added ("Repl"), indicating orders that came from Replenishment sources such as CollisionVend or CollisionScan.
• CollisionLinx Orders - A Bin Name was added to the order list, indicating the vending machine or stock location
• Customer Inventory - Added an Edit icon next to customer items, which allows you to set Replenishment Hold quantities. This enables you to suspend replenishment for a specified number of scans/vends, or halt replenishment altogether.
• Customer Inventory: Manage Machine Inventory - Added a read-only coil-centric view, for those users who want to see machine inventory by coil instead of by item
• Item Lookup - the default Purchasing UOM and minimum purchase quantity are now displayed

CollisionLinx

• Inventory - Added an Edit icon next to customer items, which allows you to set Replenishment Hold quantities. This enables you to suspend replenishment for a specified number of scans/vends, or halt replenishment altogether.
• CollisionLinx - added "CL" column to indicate which usage records are closed

ComCept has released a report enhancement to the Customer aging report.  We have added an option to only show customers based on values of the aging category.

We have successfully released ComCept .Net Utopia, CollisionLinx and eBusiness code, mostly to support Mobile .Net pilot changes.  Here is a list of changes:

Reporting

• Inventory Valuation report export format option with additional columns for on order and committed
• Transaction detail report terms code and balance filter, and added balance to the transaction detail line

Mobile.Net

• Comments on Sales Order page go pink when you change them, so the user knows to save
• Customer Count Sheet: after users choose an item, cursor goes to Quantity field
• Customer Count Sheet: You can make the system automatically name the sheet for you.  This works in CollisionLinx too
• Use arrow keys to move up or down to next line in grids.  This works in Customer Count Sheets and Sales Orders
• Add PRICE and AVAILABILITY to the "Item Add" region on Sales Order & Customer Count Sheets
• Increased timeout to upload Customer Count Sheets
• Added better prevention for duplicate Customer Items
• Fixed a bug that prevented you from adding 100+ new items to a sheet that are not already in the customer inventory
• Improved Mobile .Net Updater error handling for sending transactions to the server
• Performance Enhancements
• “Scan Mode” is now an entirely new interface the user cannot outrun – grocery stores all across the US will be calling us asking for this
• Users can initiate database maintenance if needed, this updates statistics and rebuilds indexes
• Some crucial SQL queries were sped up considerably
• Page size on Sales Orders was reduced
• We fully support SQL Server/Express
• The Customer Count Sheet grid responds quicker by only downloading the first 250 rows, then goes back to the server for the rest after the page has displayed

ComCept .Net Thin Client

• Time clock Clock-In and Clock-Out fonts & colors are now fixed
• Customer Inventory page – the Search section has been properly labeled Add Items
• Manage Customer Bins - Show Customer Name
• Item Lookup - Display the Item Type
• Customer Count Sheet searches are no longer regional
• Help links fixed on Utopia pages: CollisionLinx Orders and Customer Count Sheet List
• Fixed date that displays on Utopia CollisionLinx orders
• Improved Doc Gen Icons
• Doc Gen batch ID’s were added to all Doc Gen pages where the name is displayed, so users can provide the ID for reports
• Added “View Notes” link on Item Availability