Activant Prophet 21 - Epicor · Service and Maintenance WBTs Browse Documentation 12.3 New Feature...

Activant Prophet 21

Version 12.3 Overview of Prophet 21 New Features

This class is designed for…

ManagersSystem Administrators

Objectives

Miscellaneous New FeaturesAdd an Item to a Closed POImproved Performance for Bin Tab in IMISave and Continue TasksCheck for Existing Quotes in OEBatch Confirm in Automatic ShippingLost Sales Reason Codes for QuotesSystem Setting SearchFull Text Search in Customer Name and Ship To Name FieldsCopy Item Window in Item MaintenanceTasks Tab in Order Entry

Objectives

Transfer History Tab in Item Master InquiryManual Group Picking Report

Contract ImprovementsLine Item Contracts on QuotesStart Date for Contract LinesCreate Contracts from QuotesContract Export and ImportAdditional New Fields on Contract ImportsChanges to IMI Contract Tab

Service and Maintenance Enhancements

Add Item to Closed PO

Add Item to Closed PO

Select last line on Items tab and hit enter to get a new line

Improved Performance for Bin Tab in IMI

Click Retrieve button to view bin allocationsIf you prefer viewing bin allocations automatically, check system setting

Improved Performance for Bin Tab in IMI

Save and Continue in Tasks

Check for Existing Quotes in Order Entry


When entering a qty for a line item, system checks to see if there are any open, unexpired quotes for customer and itemDepending on User setting Default Open Quotes in OE, quotes will be available

In Popup window in OE or Front Counter OrderRMB option on Items tab

Option Result

Never System does not check for open quotes. No popup or RMB option.

RMB Only After entering item and qty, you can RMB to display open quotes.

RMB / As You Enter ItemsAfter entering item and qty, you get popup displaying open quotes. Also can RMB to see open quotes.

RMB/As You Enter Items


RMB Only


If pricing UOM on quote doesn’t match the order, the system converts the quote price into the UOM on orderLimitations – system doesn’t display quotes for:

Lines already associated with a quoteLines where price was editedLot billing header or component linesAssembly component lines or assembly header where assembly is priced by componentsService quotes do not display


Batch Confirm in Automatic Shipping


Create a batch of pick tickets based on criteriaSet up Scheduled Import Service Manager

Type of Import set to User ImportTransaction Set ID is Shipping Confirmation

Fill in criteriaClick Retrieve icon


Drill into pick ticket number to make any changes on pick ticket – shows as shipment confirmed


Lost Sales Reason Codes for Quotes


Lost quotes can be stored and reported on in Lost Sales ReportSet up Reason Code Posting Areas for Quote

When cancelling the item qty or the entire quote, answer the prompt with the default reason code


System Setting Search


Search box available at the bottom of the system settings Start typing in the name of system setting and it will bring you a small list, but as more letters are entered, the list gets smaller

After choosing option, system takes you to the setting indicated with an arrow next to it


Full Text Search in Customer and Ship To Name

Full Text Search in Customer and Ship To Name Fields

Name Full Text search available in Customer and Ship to name fields in Order Entry, Front Counter OE, RMA Entry, and Service Order EntryCustomer name, address 1, address 2, city, state and phone number

Full Text Search in Customer and Ship To Name Fields

Start typing and list of customers that match on name, address 1, address 2, city, state, and phone will displayUse arrow key to navigate and press Enter to selectSpaces in search indicate different pieces of info

Full Text Search Setup

Enabling Name Full Text Search in system settingsAdministrators log in with Bypass Application Role Security checked


Navigation Path: Setup > System Setup > System > System Settings > System Setup > Searching

Copy Item

Copy Item

Call up item to be copied in Item Maintenance, then RMB click and choose Copy To New Item

Enter New Item ID and New Item DescriptionClick Create ItemReview Item Maintenance and set up rest of dataSave

Copy Item

Tasks Tab in Order Entry

Tasks tab in Order Entry, Front Counter Order Entry and RMA EntryUse RMB command on Tasks, Order or Items tabs to enter new tasks specific to transactionBenefits

Easier to keep track of outstanding tasks associated with orderHave record of tasks for history

Reminder of task viewed when recalling order


Tasks tab, RMB click and choose Add New Task


Schedule Task window appearsEnter details of task and click OK


When viewing order, you’ll be prompted to follow-up on associated tasks


Transfer History Tab in Item Master Inquiry

Transfer History Tab in IMI

Continued line information

Manual Group Picking Report

Pick items for several customers’ orders at one time by printing report after printing pick tickets


Contract Improvements

Line Item Contracts on Quotes

Use contract prices for quote line itemsOnly available for standard customer contracts, not vendor contracts or consignment contractsIn order to utilize functionality

Turn on system setting Allow Customer Contract Lines on ContractsSet customers to Use All Contracts on Sales Pricing tab

Setup / System Setup / System / System Settings / Order Processing / Pricing


Must have both Job/Contract Pricing and Use All Contracts enabledSystem verifies valid contract when quote is entered and when converted to an order


Popup when item is on more than one contract


Converting Contract Quote Lines to OrderCannot use RMB Convert to Order, use Tools option Convert Quote to Order wizardLink is retained to contractWizard checks to see if contract line is expiredConverted qty may not exceed the contract line’s maximum qty


Start Date for Contract Lines

Enter line item start dates on contract itemsAvailable in Contract Fast Edit, Copy Contract and create contract from Order Entry featureApplies to customer and consignment contracts


Setup / System Setup / System / System Settings / Order Processing / Pricing

Entering new contract linesIf enabled, then new lines entered on contracts will default to header start dateIf not enabled, dates default to 00/00/00

Updating existing contract linesPrompted to update the line item start dates


Create Contracts from Quotes

Create contract pricing by starting off with a quoteUser must be enabled to Create Contract from OE in User MaintenanceCustomer must have setting enabled for Use All Contracts on the Sales Pricing tabEnter quote and RMB click on Items tab to open Create Contract wizard

Create Contracts from Quotes

Contract Export and Import

Export standard, consignment and vendor contractsUpdate contracts within spreadsheet program and import them back into systemSetup / Imports/Exports / Exports / Order Processing / Job/Contract Pricing


Filetype-dayMonthyear_time

Edit data on spreadsheet and import data back into Prophet 21Existing contracts are updated and contracts with new contract numbers are addedCannot edit these fields: Contract Type, Corporate Address ID, Item ID and Prior Qty


Job/Contract Pricing Import

Following fields can now be imported in Job/Contract Pricing Import

Start Date in Contract LinesRecord ID in Job/Contract Price Header ImportSource Location ID in Job/Contract Price Line ImportActivation Date, Expiration Date, and Row Status in Job/Contract Ship To ImportTag Detail Type in Consignment Info ImportRow Status in Job/Contract Pricing Bin ImportNote ID and Delete Flag in Job/Contract Notepad Import

Changes to IMI Contract tab

Vendor ID and Contract Source fields added to the Contract tab in IMI


Service Call CenterOperate and manage service calls in one area

Customer Master Inquiry EnhancementsRetrieve and filter service customers by serial numberView service item information on Service Order tabCreate service order from CMI

Task EnhancementsAssign tasks to service orders to handle customer needs beyond the service transaction

Alarm and Problem CodesQuick tags to assign to tasks and service orders

Service CentersUser-created categories to organize technicians

Service Dispatch Priority CodesWeights you attach to service orders to give idea of importance of a service order

Service Order Entry EnhancementsExpanded process and more shortcuts to speed procedure and make it easier. Serial Number entry in OE populates much information automatically

Parts History TabDisplays all parts sold on service orders for service item


Service Order Part RMAsReturn part used on a service orderLink to service order to pull specific invoice information


Summary

Miscellaneous New FeaturesAdd an Item to a Closed POImproved Performance for Bin Tab in IMISave and Continue TasksCheck for Existing Quotes in OEBatch Confirm in Automatic ShippingLost Sales Reason Codes for QuotesSystem Setting SearchFull Text Search in Customer Name and Ship To Name FieldsCopy Item Window in Item MaintenanceTasks Tab in Order Entry

Summary

Transfer History Tab in Item Master InquiryManual Group Picking Report

Contract ImprovementsLine Item Contracts on QuotesStart Date for Contract LinesCreate Contracts from QuotesContract Export and ImportAdditional New Fields on Contract ImportsChanges to IMI Contract Tab


For More Information…

Prophet 21 Help FilesVisit Activant on the web: http://distribution.activant.com/

View Educational Services course offeringsService and Maintenance WBTs

Browse Documentation12.3 New Feature GuideService and Maintenance New Features Guide

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Activant Prophet 21 - Epicor · Service and Maintenance WBTs Browse Documentation 12.3 New Feature...

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