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ProENTRY Echelon IV version 4.10.0455
Click on images to enlarge.
Clients and Orders window (Order Maintenance Module)
- Simplified the clients and orders relation
tree by removing the licensed user as well as unnecessary headers
- It is now possible to add orders for which the
end user (the dealer’s client) is not known
- Added dealer/client locator for rapid access
to a specific account by name
- Added search capability to enable finding
dealers, clients, order numbers or quote numbers, dates and more
- Added mini dashboard which display orders by
status in the current operator’s department (not available to
dealers)
- Added PMail text box in order to make PMail
content available by scrolling the list rather than requiring each
message to be opened in the update window
- Added a banner with order management tips as
well as dealer and client address for the currently selected dealer
or order
- Added several task bar options for order
management which are dynamically displayed based upon order status
and other factors in order to simplify and direct workflow
- Expanded implementation of First Order
Technology to preclude the following order and quotation deletions:
- Orders that have been accepted
- Quotes from which accepted orders have
been derived
- Draft orders from which accepted orders
have been derived
- Orders now reflect the unread state after
status changes
- This serves to notify department members of orders requiring
attention
- This is indicated by a red order icon in
Order Management
- Applicability to the licensed user and
dealers is user configurable in the order status setup dialog
- Added "Submit to Mfg" functionality in the Order
Management relation tree; for use by dealers in submitting new
orders and acknowledgements
- Added Credit Hold notification for orders in
the form of red text and a banner message
- Added support to print a single report on
demand as opposed to tagged printing. Reports printed by this means
are sent directly to a printer and are not scheduled for printing by
the ProENTRY IV Services and Printing Manager.
- Revised icons to better reflect order status
and to direct the operator to unread orders
Copy or Convert Orders
- Copy or Convert Order function has been
refined and reflects only valid target order types consistent with
First Order Technology™
- It is possible to include only selected Spec-Groups, premiums,
finish premiums, products, and modifications when copying or
converting an order
Order Update Window
- Order status displayed in the Order Update
window has been revised to reflect credit issues.
- Added order content relation tree sections to
provide details of order exceptions and problems. Those Spec-Groups,
line items, and modifications involved are tagged with red dot
icons.
- Additional content in orders may now be edited
directly in the order update window rather than having to open
additional windows
- It is now possible to add any number of memos to orders
- Order update window now correctly displays icons
to indicate that line items were changed and in need of
recalculation
User Defined Parts In Orders
- User defined parts (subassemblies, cut parts, hardware,
purchased items, and labor) may be added to specific line items in the order
content relation tree. These are visible to dealers but cannot be
edited by dealers.
Door-Only Ordering
- ProENTRY IV now supports door-only pricing and
part generation by way of a “Make Doors and Drawers Only” check box
in the line item update window. This allows for doors, drawer
fronts, and drawers to be produced as individual sale items or as
replacements all the while relying on dimensional and specification
details associated with the line item product rather than
introducing the potential for error when such parts are calculated
manually.
- Selecting this option will cause a list box to
be displayed which includes all of the doors, drawer fronts, and
drawer boxes in the product. The quantity of each of these may be
edited, thus allowing the inclusion of only the desired parts
- Door and drawer prices are derived from door
style and fronts catalog definitions and include all premiums and
finish charges
Order Line Item Attachments
- It is now possible to add attached documents
to line items (drawings, images, MS Word documents, etc.)
Production and Shipping Management Interface
- The new Production and Shipping Manager
(P4Mgr.exe) affords a simplified interface to orders and their content.
This is intended for use in production and shipping departments
where edits to order details and specifications are prohibited but
the quantities of ine items manufactured or shipped may require
adjustment.
- Order status changes may be made via this interface
- Orders initially displayed are those currently in the operator's
department, thus bringing focus to orders in process and requiring
attention
Setup Assistant
- The new Setup Assistant simplifies initial
setup through a carefully sequenced set of up to fourteen logical
steps, providing basic instructions and tips along the way and
assuring that certain minimum requirements are met
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Multi-Product Assistant
- The new Multi-Product Assistant makes it
possible to quickly add any number of similar products to Master
Catalogs simply by filling in basic product specifications. A
special template syntax allow you to dynamically construct product
names and dimensions based upon generated product dimensions.
Company Import/Export
- Added capability to import and export company
records using XML technology. Companies include manufacturers,
dealers (optionally to include associated clients), sales reps,
vendors, and freight carriers.
Revised Order Status Rules
- Significant improvements have been made to
user defined Order Statuses. These better reflect First Order
Technology™ concepts and make for simpler and more automatic order
management and order workflow.
Order Reports
- It is now possible to control report
availability in orders with exceptions; include or exclude printing
of the exception details
- Added user defined parts to the order reports
- Added order error items to the order reports
- Control printing of header on first page only,
the first page of each Spec-Group, or on every page
- Report availability may be restricted by order
status
- Control printing of summary cover page
- Company status now allows you to automatically
print any reports associated with the status at the time status
changes
- Print sold to and shipping addresses at top of
each page, with each Spec-Group, only when shipping address changes,
or never
Order Problems Window
- Added the Order Problems window, available
from the Clients and Orders task bar when an order has exceptions
Other Changes
Subassemblies and Components
- Revised and expanded Part Types available
when defining components
- Added Part Cross Reference window
- Revised and simplified the subassembly and
component update window
Order Status
- Now includes “Add Date To Orders” to
automatically add or update order dates when the status changes
- Added user option to specify how line item
quantity is handled when calculating prices and printing
reports (quantity ordered or quantity shipped)
- Security and operator login data now stored in
the main SQL database in order to better control backups and improve
performance
Other Changes
- Completely new installer
- Simplified interface
- Support for installation of Microsoft SQL Server Desktop Engine
for evaluation sites
- IDeploy Web Installation technology uses HTTP connections to
download data from the Internet for installation.
- The installer application itself is very small, with most of the
data residing on a server, downloading only the required components.
- The installer can also function as an Web Installer Update
Package, by going back to the server to look for newer versions of
data. Web installer work correctly with a wide variety of firewalls
and
proxy servers.
- Innumerable bug fixes and functional, and cosmetic enhancements
- Improved Expression Helper cut and paste
handling
- Changed font used throughout in order to
overcome problems with ClearType fonts and some video cards
- Calculation log is now written to the file
server rather than client
- Corrected several problems with the generated
PSI .ext files
- Expressions allowed entry of mixed fractions
(“3-1/2” or “12 11/16”) which were interpreted as mathematic
equations; for example, 3-1/2 was evaluated as 3 minus 1 divided by
2, yielding 2.5. Such mixed numbers in expressions are now properly converted to the
decimal equivalent.
- Product minimum and maximum dimensions are now
displayed in tool tips associated with the respective dimension
fields
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