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Datacor ERP VB

.NET Inquiries Are Here!

July 22, 2021 by Stephanie Phipps

18 inquiry programs have been newly released along with 6 revamped programs across 9 different modules. Each inquiry program displays in a grid format which supports filtering (B), sorting (C) and in most cases, adding custom columns. The .NET ribbon includes buttons to view attachments, comments and the change log by entity (D) or entities (E). Depending upon the program, there may also be drilldowns (A) to related Portals, Actions and Inquiries. Some grids provide detail (trailer) information that can be expanded by clicking the node or combined into one row with Flat Rows.

The image below shows Stock Status (IC5). Note that for this program, attachments, comments and change log are available for both the product and the selected warehouse product. A lower grid displays the transactions related to the warehouse product. There is also a converter dropdown to convert the quantities to a different unit of measure.

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Below is a table outlining the .NET inquiry programs and what type of information each program provides.

Inquiry Program

What It's Used For

Required

Server Tasks History

(AD8)

View the results of all server tasks which have been run, or filter for specific tasks or dates

AD7.NET must be configured

Credit Check

(AR5)

View the transactions along with general customer info and remarks; aging data can be customized; ability to add remarks by transaction

 

A/R Transactions

(AR6)

Merges the transactions and payment information with the corresponding debit or credit amounts into one grid

 

Where Components Are Used

(BT4)

View the step and line numbers where the component is used in the formulas

Available only for BT.NET users

Batch Ticket By Finished Good

(BT5)

View batch tickets of a specific finished good by status; lists the steps and line numbers of the components

Available only for BT.NET users

Batch Ticket By Component

(BT6)

View batch tickets by status which includes the step and line numbers of the specific component

Available only for BT.NET users

Batch History

(BT7)

View all batch receipts with the step and line numbers of each component as well as status

Available only for BT.NET users

Batch Formula Component

(BT8)

View all formulas for a specific component with the step and line numbers; change the view with Formula options for warehouse, cost file, cost type, yield and UM

Available only for BT.NET users

Stock Status

(IC5)

View lots/location by warehouse for the product or warehouse product in the desired unit of measure

 

Time Phased Inventory

(IC24)

View inventory by product or warehouse product in one view; choose a conversion factor to view the quantity in a different unit of measure

 

Customer Invoices

(IN6)

View and filter invoices by status for a specific customer and invoice details with the desired unit of measure

 

Sales Orders by Customer

(OE6)

View and filter orders by status for a specific customer and product details with the desired unit of measure

 

Sales Orders by Product

(OE7)

View and filter orders by status for a specific product and view quantity in the desired unit of measure

 

Stock Status

(OE9)

View lots/location by warehouse for the product or warehouse product in the desired unit of measure

 

Purchase Orders by Product

(PO9)

View and filter orders by status for a specific product and product details in the desired unit of measure

 

Purchase Orders By Supplier

(PO10)

View and filter orders by status for a specific supplier and product details in the desired unit of measure

 

Suppliers By Product

(PO11)

View all suppliers for a specific product and purchasing info by fiscal year

 

Products By Supplier

(PO12)

View all products for a specific supplier and purchasing info by fiscal year

 

Purchase History

(PO13)

View receipts by product with lot information including location and packaging

 

MRP Details

(RP3)

View supply and demand quantities for an RP warehouse product in the desired order unit of measure

Available only for RP.NET users

MPS Exceptions

(RP8)

Review possible issues by warehouse products from one or all warehouses

Available only for RP.NET users

Products Bought By Customers

(SA1)

View product information for a specific customer including price breaks in the same grid

 

Product History

(SA2)

Filter for invoices and memos based on status in the desired unit of measure

 

Customers Who Buy Products

(SA3)

View all customers for a specific product and packaging with price break info

 

 

For further details on how to use the inquiry programs, please refer to the .NET Help File and click index: Reports and Inquiries. As with all new .NET programs, an Administrator (or user with access to AD2) will need to enable the programs in .NET. (Refer to Open .NET Program for the First Time in the .NET Help File, if needed.) All of the inquiry programs are available in versions of Datacor ERP dated 7/16/21 or later. If you do not run your own live updates and are interested in this functionality, please send an email to vbsupport@datacor.com to schedule a time for the live update.

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.NET-Only Custom Options

Many custom options have been added this year to work only with .NET programs. Below is a select list of custom options that are available on a current version of Datacor ERP.

 Custom Option Name

Description

DOTNETALLLOTSELECTION

Adds the ability to select from all lots in the .NET versions of OE1 and BT1.

APWARNIFPOVARIANCE

Adds a warning in AP Vouchers (AP1) if the voucher amount does not match the selected receipts. The new feature will allow for a % variance to be established via a parameter, and any vouchers that exceed that % variance will automatically be placed on hold.

APDEFAULTSUPPLIERCASHGLACCT

Allows for a default AP cash GL account to be set in FM12 Supplier File Maintenance. If entered, that account will be the default cash account in AP1, overriding any other settings including all mapping options.

ARTOGLINCLUDEGLDIV

This option will save the division of the GL account with the transaction in AR2 Cash Against GL.

BTTICKETENTRYDUEDATEBLANK

When entering a new batch ticket, the due date will default to blank instead of today's date, forcing the user to manually enter a date

OESENDORDERCONFIRMATIONSMANUAL

Allows for the selective sending of the Order Confirmation event by enabling the Send Confirmation button in OE1.NET even if the email event is not enabled. In order to work properly, the Order Confirmation email event must still exist and be configured in AD12

 

To view the full list, open the System File (EX7) and then click the Custom tab. You can filter by Name or Description. Verify the .NET status of any custom option you are interested in by using the Unsupported Custom Options Listing in the .NET Help File (index: Transition to .NET).

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In Other News

Changes are made to Datacor ERP on a weekly basis. For the most up-to-date information, please see the What’s New Listing in the .NET Help File (index: User Resources) which lists all features and programs that have been released in .NET with their version date over the last four months. If you see an item on the Listing that you are interested in and it is dated after your software version date, you will need a live update in order to access it.

Topics: Enhancements, Datacor ERP VB


Stephanie Phipps

Written by Stephanie Phipps

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