Ultriva Version 7.7. About Us… Lori McNeely [email protected] Ultriva Customer Support Specialist...
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Transcript of Ultriva Version 7.7. About Us… Lori McNeely [email protected] Ultriva Customer Support Specialist...
![Page 1: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/1.jpg)
Ultriva Version 7.7
![Page 2: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/2.jpg)
About Us…
Lori [email protected] Customer Support SpecialistSupporting Ultriva > 6 years
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Nandu [email protected] Project ManagerSupporting Ultriva from the beginning
![Page 3: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/3.jpg)
General Webinar FAQ
• If you have a question please use the question box and we will try to go over them at the end
• We will be recording this webinar and will have it available on the help site for viewing in the future http://help.ultrivalms.com/
• The next webinar will be Thursday, October 16th at Noon Central
• We are doing the demos in Ultriva Version 7.7 and higher
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![Page 4: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/4.jpg)
Ultriva Version 7.7 – Agenda
• Go over the highlights in the latest release
• We will have a couple of short surveys and will give you the results
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![Page 5: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/5.jpg)
Version 7.7 – Release Notes
• Release Notes are on the Ultriva help site:– Help.ultrivalms.com
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![Page 6: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/6.jpg)
Version 7.7 – Serial Number Tracking
• Now items can be tracked by Serial Number. • The Configuration is at the Item Level
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![Page 7: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/7.jpg)
Version 7.7 – Serial Number Tracking - Continued
• The supplier enters the Serial Numbers when Shipping
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![Page 8: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/8.jpg)
Version 7.7 – Supplier Material Status
• The supplier can now see more info– Open Orders– Inventory Status
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![Page 9: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/9.jpg)
Version 7.7 - Report Scheduling
• Most of the reports can be scheduled to run automatically and sent to your email address.– Select the Frequency– Format: Excel or Zip
Attachment• If file is too large it will
not be sent, select Zip Attachment if you expect a large file
– By default you will receive the report, you can also assign additional users
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![Page 10: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/10.jpg)
Version 7.7 – Certification Control
• Certification Control requires the supplier to attach documents when shipping– Set up at the Item level
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![Page 11: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/11.jpg)
Version 7.7 – Certification Control - Continued
• Supplier cannot ship the card without attaching documents
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![Page 12: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/12.jpg)
Version 7.7 – Search Enhancements
• Search by Item Description
• Plant Name is on the Card List
• Print and Export options added
• Number of records displayed uses user setting
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![Page 13: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/13.jpg)
Version 7.7 – Spike Order Entry
• Notes and attachments can now be added on the Spike Order Entry Screen
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![Page 14: Ultriva Version 7.7. About Us… Lori McNeely lorim@ultriva.com Ultriva Customer Support Specialist Supporting Ultriva > 6 years 2 Nandu Gopalun nandug@ultriva.com.](https://reader037.fdocuments.in/reader037/viewer/2022103122/56649d0a5503460f949dc5f0/html5/thumbnails/14.jpg)
For Additional Information
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Ultriva Inc.1601 S. De Anza Blvd., # 260Cupertino, CA 95014(408) 248-9803www.ultriva.com
Lori McNeelyCustomer Support [email protected](408) 961-2485
Helpdesk [email protected]