ComCept has released a new Mobile .Net feature and a bunch of enhancements. 

•         Mobile .Net: now shows when last local data update came down so remote salesmen know if their local data is current – see “Company  Offline Documents” page
•         Mobile .Net: honors changes to security permissions without having to be restarted
•         Mobile .Net: All grids perform well with very large datasets
•         Mobile .Net: Print Sales Orders – signatures appear on printouts if available
•         eBusiness: PPG Transfer Data requests now limit data to just PPG (multiple partners can be mapped other than PPG, so this was essential in NCS US)
•         eBusiness: Caliber Electronic Invoicing automatically sent to Caliber nightly – errors in validation (such as missing GL Codes) stop the export and alert users by email.  The issue can be addressed and the user can restart the task, so ComCept intervention is not required.
•         Comcept .Net: Signatures captured on Orders / Shipments / Invoices will now lock the document so the amount cannot be altered
•         Documents with large barcodes that overlap the Ship-To information have been corrected
•         Utopia: Data Maintenance now validates data before attempting to track changes, resulting in more reliable uploads
 

ComCept has release changes to the following reports:

• Customer Notes report – Added a date filter based on when the note was created and adjusted the sort order.
• Customer Item Sales Analysis report – Added ship to parameter.
• Invoice print out from Advanced Reports – Adjusted the signature and other components to allow more lines per page and apply signatures for related documents.  
• Quote and WO print out - Added a signature area and moved the barcode to prevent it from running into other fields.  

ComCept has released the following report enhancements:

• Inventory Adjustments GL report – add notes in export format
• Quote and WO Detail report – added customer excluding attributes and updated including attributes logic
• Price Profiles, Special Pricing, and Free Goods report – added option for including inactive customers
• Price Profile Details report – added option for including inactive customers in customer count
• CM Schedule report – added summarize by ship to option
• GL Stats per Customer report – added option to run per ship to (and adjusted groupings and filters accordingly)

Data Maintenance Phase 2

• PricePro sheet has been added.
• Inventory Add sheet has been added.
• Filters now use checkboxes instead of Control-Click.
• Other minor enhancements.

• Customer Messages – added export format and additional data
• Exceptions Report – new filters when it’s a line item type exception for item code and manufacturer/product line
• PO and TO Detail report - customer message needed on export format and general notes added to two formats
• Purchase Distribution report - Added group by and summarize by Item and option to not group by location or vendor
• Transfer Distribution report - Added group by and summarize by Item and option to not group by locations

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.