 | Use Customer Name in the O/E Interface on the Customer Master has been
changed to include a D selection. This will eliminate the 'Drop Ship'
message from printing on orders |
| New system card file OE_NOTEC has been added to display
during conversion of an order into an invoice |
| Modified TOP Order Data Entry detail file to enhance the use of ODBC
data base information |
| Added
country code to the A/R ship-to record, O/E
ship-to record, UPS ship-to record and the ODBC tables |
| Ability to search customers by an email address |
| Added an option to the Find Order/Invoice Utility to search by
inventory item code |
| Register numbers have been added to the A/P and P/O modules |
| A/R Cash Receipts History purge has been changed to
purge by year |
| Modified OE Invoice History and AR Cash Receipts History
purge programs to purge to history folders by company number |
| Modified A/R Cash Receipts History to allow for more options: sort by
customer, G/L number, invoice number, register number and an option to find
a header record with deposit information with an option to search purged
history |
| Added International country codes and tariff information to UPS
WorldShip software |
| GL General Journal Entry date now has to be within 365 days prior or in
advance of the current date |
| Added new International Country Code file to the SP Options menu |
| Inventory Audit Report modified with an option to export the
report in Excel format |
| Orders or invoices can no longer be entered for customers
on Credit Hold (CH) |
| Email Reminder Message Maintenance added to the A/R
Definition Menu |
| Send Email Reminder flag added to the Customer
Status Maintenance |
| Update CH flag added to the Customer Status Maintenance to automatically
update the credit field |
| Credit Hold field has been expanded to allow any code beginning with a
C be treated as a credit (i.e. CO=Collections) |
| Flag has been added to the A/P Vendor master for active or inactive
vendors and will not allow you to enter an invoice for a vendor that is
inactive |
| Flag for active or inactive customers has been added to the customer
master |
| Feature has been added to the A/P Vendor History Display on the
Vendor Sub-Menu to display the General Ledger account numbers that were
entered on the original invoice. You can also see the invoice
header information and the GL accounts on the A/P Options Menu in
Invoice History selection. |
| A/P Invoice Data Entry at the invoice number field, you can enter
Shift+? and TOP will start the invoice display with the invoices for the
vendor entered and will not allow you to select an invoice for another
vendor |
| A/P Manual Check Data Entry at the invoice number field, you can enter
Shift+? and TOP will start the invoice display with the invoices for the
vendor entered and will not allow you to select an invoice for another
vendor. You can press F1 at the invoice number field and TOP will bring up
the next available invoice number. |
| New program to copy a customer's contract prices to other customers with
the same contact type |
| New option added to the O/E Sales by Salesperson by Zip Report to select
to print invoice detail |
| Utility program to copy a customers contract prices to all other
customers with the same customer type |
| Added option to Customer Contract Pricing Report to list only
contract prices that are less than the average cost in the item master |
| Export for Customer Next Contacts and the Calendar to Outlook |
| New I/C Excess Inventory report |
| Adjustments, Issues and Receipts updated daily to the Item History file
with kits now included in sales |
| Automatic Invoice Generation Lookup now on the Order Entry Options Menu |
| Added utility
programs to copy inventory items, customer status information, customer
contacts to another company |
| Added customer type to O/E Item Sales by Customer Report |
| New open invoice report with an option to list only invoice with finance
charges |
| Added new G/L
Prior Month Comparison report |
| Increased the
size of the A/R Customer Contact phone numbers to allow for
International numbers |
| Added UPS
Ship-to file to O/E Automatic Invoice Generation for shipping and the
ability to enter a negative quantity for credits |
| Multi-warehouse
on-hand quantity display in Inventory Item Balance and Sales Display |
| Added new field
to Item Master allowing the option to allow or disallow updating the
average unit cost |
| Added the
credit card security code to automatic invoice generation |
| Added running balance to A/P Open Invoice Display print option |
| New print option added to order print for printing bin and extension or
bin location only |
| Customer Analysis Report has an added option to print prior year for the
current month comparison |
| Cash Receipt postings to the
General Ledger End-of-Day report are now separated by bank deposit code.
This helps to simplify matching credit card deposits. |
| Option to enter F1 for next available
A/P manual check number. Can be used for entering transactions that
don't have a check number. |
| Added country of origin and tariff code
to Item Master |
| Added option to the Customer Label Print to print labels by salesperson
with an additional label option to list the contact name |
| S/A Salesperson by Customer by Item report now has an option to
print either (D)etail or (S)ummary records |
| Changed Inventory Transaction Report and Update to allow transaction
postings to the General Ledger for receipts, issues and adjustments |
| Modified Customer Analysis Report to sort by city and state, print city
and state on the report with an option to output to a tab delimited text
file |
| Option to enter sales tax only credit memos in Invoice Data Entry |
| Added item summary to Customer Item Prior Year Report with an
option to sort by item, PTD or YTD figures |
| Added advanced options to the Item Royalty Report |
| Option added to Inventory discontinued items that allows you to set up
an O/E notepad specifying what item to use in place of the discontinued item |
| Changes made for printing to Zebra printers and ability to print labels
using UnForm |
| Option to select statements for customers over 60 days past due |
| Added 2nd salesperson field as an option on the O/E Open Order Report |
| Utility program to edit the item royalty file for type, amount or
percent |
| Customer name and address added to the Customer Item History Report |
| Option to sort by bin location on the summary page of the Customer Item
History Report |
| New report Item Sales by Month Report that lists six months of sales to
a printer but twelve months if printed to a text file |
| Changes to O/E Invoice Generation to work with UnForm 7 |
| Option added to Terms Code Maintenance to print only the last four
digits of the customer's credit card number |
| Customer contract pricing can now be exported to Excel, pricing updated
and imported back into TOP |
| New change for number of labels in O/E - can print up to 999 labels per
order/invoice |
| New salesperson report that includes first and second salesperson within
a specified date range. Report lists salesperson code, zip code, customer
code and name, state code, customer type, Year to Date and Prior Year sales |
| Added feature to filter by Name, street, city and state in Customer by Name
on the A/R Options Menu |
| Added option to be able to do discounting off of a customer's contract
price |
| SCO UNIX
customers can now download the TOP2000.O update from our support website
www.mindwarecorp.com --> Click on
Downloads --> Right click on upgrade --> Save to the (S)hare drive on the
file server and call Mindware to install |
| New audit program to trace order and invoice input by
writing records to an audit file when operators add, edit, print, delete,
convert and update orders/invoices |
| NOF name is now exported to the General
Ledger End of Day report and the Monthly Summary of Postings report from the
Accounts Payable invoices and manual check entry |
| TOP purchase order information can be
exported to a file and can become an order in TOP |
| New order import program to interface
with Trodat web orders |
| Current version of TOP and the date installed displays on the Welcome
screen. A message will display on your screen if your version of TOP is over
365 days old. |
| Added new features for the EDI invoice import |
| New export program in the I/C module that lists inventory items to a
file that can be imported into Excel. You can change the item pricing and
then export the changes to a file that can be imported back into the I/C
item master. |
| New feature in 'Purchase Order Data Entry' allows you to enter an O/E
order number for a particular customer and import the line items from the
order into the purchase order. You can select line items to import for the
vendor. |
| G/L journal entries now displays the last reference used on the bottom
of your input screen |
| A new feature has been added to the 'Find Order/Invoice Utility' that
allows you to view cash receipts history for any given invoice number. |
| When entering A/P invoices, you can enter a purchase order+ the F1 key
at the vendor input field to display the items and pricing to import into
the invoice so the PO receipts pricing will match the invoice pricing |
| New option to email A/R monthly statements using MailCall 2.0 |
| Function to calculate dollar amount on all open purchase orders and the
number of units on order |
| Multiple discount level codes has been added to the 'Customer Masterfile
Listing' |
| Invoice History by Order Type report allows you to list one customer, a
range of customers or a group of customers. |
| A/P Bank ID Maintenance has starting check number that displays during
check printing |
| New option on terms code for credit cards that allows you the option to
print just the last four digits of the credit card number on orders and on
invoices |
| Added a new parameter
in Inventory Control Parameters for a warehouse feature. Warehouse
numbers can be used in each inventory item, on various reports, in order and invoice
data entry and purchase order data entry. This is the first step to a
multi-warehouse option. |
| Added starting check number field in Accounts Payable Bank ID Maintenance.
The next check number defaults during check printing. |
| A/P invoice memo field has been expanded to 30 characters |
| Cash receipts register number has been added to the G/L memo field |
| Cash receipts postings to the G/L has been separated by deposit code |
| Register numbers have been added to reports that are involved with an
update |
| New A/R Begin Period End program that sets a flag that End of Period is in
progress and locks the A/R menus from other users |
| TOP Report Writer has been added to three more modules - General Ledger, Order Entry and
Purchase Order report menu now has the option |
| Option to display vendor purchase history by PO or receipt date |
| Added active flag to
General Ledger Account Maintenance that defaults to Y for active. If the
active flag is set to N, the account can no longer be used in the General
Ledger nor will it be used in any other module's G/L Interface Maintenance. The system
will display a warning message if the account is used in journal entries,
allocating entries or recurring entries. |
|
New report
in the General Ledger to list monthly transactions by day to determine where a
discrepancy may be when an out of balance condition occurs on the 'G/L Daily
Summary of Postings'
|
|
The 'Period
Summary of Postings' will automatically check for missing account numbers for an
out of balance condition
|
|
Set date routine displays last month closed for each module
|
|
Order Entry end of day process checks to see if A/R, I/C and
S/A End-of-Period has been completed
|
|
The following registers and journals can be setup to output to
a PDF file:
|
|
New option
to print customer mailing labels by product code. A new product code update has
been added to the A/R Definition Menu to create a file by customer that includes
all product codes that were purchased by a customer during a specified time
frame
|
|
Bin
location for each item on the purchase order prints on PO Format 3
|
|
Ship-To
name and address expanded from 24 to 35 characters in A/R and O/E modules
|
|
Ability to
limit menu access by user ID
|
| New feature has been added to the 'Transaction Audit Display'. You can now
enter a year, month and day to begin the display or enter any date throughout
the year to move the display backwards or forward. |
| New data fields that have been added to the item master now print on the
item hardcopy report |
| Ship-to address has been added to the 'Company Masterfile
Maintenance' on the Purchase Order Definition Menu. This address automatically
defaults as the ship-to address when entering a new purchase order. |
| A new report 'Customer Discount Information Report' reflects the discount
level pricing for each product category set up for each customer |
| A new report 'Open Invoices by Salesperson' lists by salesperson, each
open invoice, number of days past due, customer telephone number, purchase
order number for each invoice, amount of the invoice and any balance due
amount |
| Zebra label printer can now be used with UnForm to print shipping labels,
UPS labels, etc. |
| Bar Code Program: is a new flag in 'Order Parameter Maintenance' to allow
the input of a custom label print program that will automatically print a
label after you enter an order |
| Group code has been added to 'Customer Status Information' and is used to
group customers together on several reports |
| End-Of-Period Update now displays the last period-end date of when the
month was closed |
| Item Type added to the Segment One Maintenance screen on the Inventory
Control Definition Menu to automatically default when entering new inventory
items |
| The Customer Item Prior Year Comparison report on the Order Entry Report
Menu now has an option to include Special line items |
| New inventory item import programs for the SP Richards catalog |
|
UPS notification emails have been added as a contact type UP in
the Contact Maintenance on the customer sub-menu. The email notifications will
be sent to customers during the UPS daily closing procedure
|
|
Added order form title to Order Form Maintenance on the O/E
Options Menu. Each TOP user can define their own titles that they want to print
on each type of order.
|
|
Added option to enter a UPS number for UPS Freight Collect. The
customer UPS number can also be stored in the customer Ship Via
Maintenance. This information is then transferred with the TOP-UPS Interface.
|
|
ABC classification code has been added to the Item Master
Status Maintenance screen. Code A is used on an item that is of importance for
reorder, reporting, etc. Code B indicates this item is of average importance and
Code C indicates this item is of relative unimportance.
|
|
Physical Count Sheets can be created by ABC classification
code
|
|
Subject, end date, end time and an all day event field has been
added to the contact calendar
|
|
Customer and vendor information can now be exported to Outlook
and Outlook Express
|
|
Starting check number has been added to Bank ID Maintenance and
defaults during check printing
|
