Vendor master maintenance is modified to allow the user to add multiple shipping addresses per vendor.  If multiple shipping addresses are in the vendor master, the system automatically prompts for the vendor shipping address in Purchase Order entry.

Invoice scheduling process that allows the user to select an invoice and choose to change and/or select the discount to be taken. This process selects all posted invoices, regardless of dates. This process can be run using GUI screen

Vendor Entry/Inquiry screen enhanced with GUI interface

Vendor lookup enhanced with GUI interface

Vendor checks lookup enhanced with GUI interface

Vendor PO references lookup enhanced with GUI interface

Vendor invoices lookup enhanced with GUI interface

Vendor memoranda enhanced with GUI interface

Vendor Labels can download directly into a merge/CSV file where they can be setup into a Word merge file.

Vendor list imported to Excel

Vendor AP aging report to Excel.

The Non-Invoiced AP report will now only display the receipts for the given begin and end receipts date.  It will break on the vendor, then sub-total the receipts, invoice posted amount, and the variance.  This report will show only single values for easier reconciliation, not multiple values.

Unapplied Cash – during cash receipts, applying funds to unapplied cash will create a separate credit memo rather than putting the funds into a single unapplied cash bucket.  This will also eliminate any issues with running an as of aging reports because each unapplied cash entry will age as a credit memo.

Cash Receipts allows payment term discounts to be realized for credits

Customer Inquiry – A field is added for customer year-to-date discounts taken.  During cash receipts the YTD discount will get automatically updated. The YTD discount balance rolls to zero at year-end.

Cash Receipts customer number cross reference – If an invoice number is entered at the cash receipts customer number prompt, the customer number will automatically cross reference.

Collection Letters can be printed or faxed using VSI-Fax.

Customer Inquiry enhanced with GUI Interface

Customer Memos enhanced with GUI Interface

Inquiry now allows access to historical receivables (ARH). 

Customer Aging report have be modified to export to Excel. This will allow the user to view and send the report without having to print the entire report for the totals.

Customer List can be exported to Excel

Customer Labels can be downloaded into a CSV file where they can be setup into a Word merge file

Invoice consolidation allows you to consolidate multiple invoices for a given range into one invoice with detail.

Created a new aging report to break upon each location and display only the grand total for each location displaying the appropriate percentages.

IMACS allows split payment terms for customers, i.e. 30/60/90.

Customer payment terms by a specific date.

Import chart-of-account balances to Excel

Budget export from Excel to GL for quarterly budgets

The general ledger is modified to setup and maintain recurring journal entries.  The system will post the journal entries by a date criteria.

The general ledger has also been modified to facilitate accrued journal entries and their subsequent reversal.

Individual journal entry reversal

Batch Journal Entry processing added

Statements modified to use specified budgets for reporting

Cycle count function has been updated to have fewer steps to complete the update. This eliminates some steps in the process and allows the update to be completed on a timelier basis. This process has been simplified to work just as the regular physical inventory process, with smaller groups of inventory selections.

Inventory reports have be modified to export to Excel. This will allow the user to view and send the report without having to print the entire report for the totals.

Volume discount by dollar amount – Inventory volume discounts can now be entered by dollar amount rather than a discount amount within inventory master (2nd page) volume discounts.

Sales Pricing Purge - Created a purge routine within the sales pricing maintenance program that prompts for a location, as well as, begin and end dates.  It then purges the pricing file accordingly.  This alleviates having to manually remove it.  It allows the pricing record to remain, but be inactive due to an old pricing end date.

IMACS was modified to allow for input of tallies.  The tally is calculated into the linear and board foot conversion tables where the master item or random length item show the total quantity of measure, but each fixed length item shows the each count of the item.  This is visible from the inventory master file and inventory location master files.

Modified the inventory transaction audit display – Modified the screen to display the customer name / vendor name / inventory adjustment description and display the rolling average cost for sales and receipts.

Improved the purchase order freight calculation programs.  After the first receipt, subsequent receipts can be made.  If the freight amount is changed, all items being received for that receipt will have the entire freight amount applied to those items. 

The purchase order entry and receiving programs were modified to allow for the ability to enter a negative order quantity. This, in essence, creates a vendor credit or vendor return on a PO.  In the receiving process the negative quantity and the positive quantity are added together. Therefore, the net PO amount is the difference between the vendor credit and vendor invoice.  This is can be used to remove an item from inventory and bring the same item back in at a different cost and bring back in another item on the purchase order.

A customer by part number report showing each customer with all the items they buy, listing total cost, total sales and gross margins.

YTD sales rep. Report – Created a new report which breaks by sales rep. displaying the current day, month to date, and year to date, sales, margin, and gross margin percentage.

Salesman Comparison Report – Created report broken by salesman displaying the customer number, name, city and showing quarter sales for current quarter and last year quarter, year to date sales and prior year to date sales, and last 12 months sales and prior year last 12 months sales.  This report will then print a summary page after the last salesman, listing total sales per salesman for the quarter, prior year quarter, year to date prior year to date, 12 months and last year 12 months sales with percentage differences.

Average Value Line Item report – Created a report broken by sales rep for a given begin and ending ship date displaying the shipped amount, number of lines shipped, and average line item value with report totals.

Ranking Report imported into Excel – Modified the top 10 ranking report to automatically import into Excel displaying the same columns as the normal ranking report.

A part number by customer report showing each part number with all the customers who bought those items; listing total cost, total sales and gross margin.

Sales by Zip code – Created a program which prompts for a zip code, then an inventory item where you would be able to tell a customer where they might be able to buy an item which they cannot buy directly from you but can from someone who buys the item from you.

Sales order entry was modified to automatically list all ship to addresses, allowing one to be selected if more than one ship to address is entered in the customer master maintenance file.

Display the shipment information for each line item to display the ship quantity, ship cost, ship price and margin within sales order entry. This prompts for multiple shipments and allows the user to view detail without having to print a report.

Modified sales order item cross reference – At the sales order entry detail change prompt, you can enter the part number or sku number or description and the prompt will go directly to the appropriate detail line item.  This eliminates having to scroll through the detail lines to select the line number to change.

CSL – Customer Shopping List will display all items the customer has purchased displaying the SKU, desc, order nbr, ship date, quantity sold, and price.

CLO – Customer Last Order will create a sales order from the customer’s last order updating the order with the latest average cost or standard cost.

LCS – Last Customer Sales will display up to the last 12 times the customer has purchased the product displaying the invoice nbr, ship date, location sold from, quantity, price, and GMP.

Imports sales orders from Excel.

Cross reference by string – We can add the string capability to any cross reference prompt.  For example, if “SUP” is entered it will cross reference to any name with “SUP” in it like “SUPPLY” or “SUPER”.

Cross-references screens (inventory, customers, etc), LCS, LVP, and LIST boxes are modified to display with GUI menus and Windows presentation and capabilities. 

Email triggers - First login of the day will generate an email to purchasing of all outstanding PO’s that have not been received by the expected receipt date.

Email triggers - Orders that go on credit hold will generate an email to the credit approval department.

Email triggers - At the time an order is confirmed, an email will be generated to the customer show the part number, description, order quantity, and shipped quantity.

VSI-FAX is now integrated with IMACS allowing you to fax forms (i.e. invoices, quotes, purchase orders) directly out of IMACS (or other applications). You can also fax to email or email to fax.  VSI-FAX does not require a dedicated PC for faxing.  It does require a specific fax/modem and a dedicated phone line attached to your fileserver. (Include up to 3 forms)

VSI-fax using a web based client i.e. Word/Excel

Graphical User Interface (GUI) for cross-reference screens, i.e. customer, vendor, and inventory.  The remarks and comments boxes have been converted to free form entry (GUI) screens where you can insert the cursor by mouse, delete highlighted text, or add to the end of a remark.  

The customer, vendor, and sales order shipping information like name, address, city, state, zip, contact, phone, and fax have been converted to GUI screens in customer master, vendor master, order entry, and purchase order entry.  This can be added for a mix of dumb terminals and PCs running wIntegrate by adding a prompt at login asking the user if they are running wIntegrate. 

GUI Programs have been extended to include: Search, and Hot Key

Improved the locking of items.  The system will display the user name, who has the item locked, and rather than only a message that the item is locked. 

You can now have any IMACS report converted to an html document that can be displayed in your web browser.  Once the document is in html format, it can be saved so that any user can view the document on their screen as needed.  This should alleviate the need for many reports to be printed.  It also saves time in hunting down printed reports.

The catalog client program can be installed and run from any PC on the network of the Universe server.  We will setup the catalog program to log onto the server, select the inventory items, and format the postscript file as defined.  Once distilled, the postscript file is converted into a .PDF file and can be printed.  The .PDF bookmarks are created automatically as defined.

Authorized clients can order products online through company website.  It includes hours to setup RedBack, .ASP pages, and implementation of web components, setup Customer Master account with web user, web password, and web email prompts, setup the Inventory Master with Web (catalog) Description, Web picture/image path (catalog images), and modify the web order update routine to update web orders into IMACS orders.

MITS is a powerful Business Intelligence solution that offers advanced dynamic and interactive data reporting. Using a simple drill down interface, MITS offers new reports and modifications to views in just a matter of seconds. MITS is able to do this by extracting the data from the source system and then placing the information into a designed OLAP file structure using the MultiValue file system (known as a hypercube). In order to provide fast / interactive responses, MitsServer prepares information before the user runs MITS. This is called transforming (or building) a Hypercube. The hypercube build is usually scheduled in order to have MITS performs the transformation work when system resources are more available. MITS hypercube transformations may also be set to run in an ongoing / near real-time basis.  Viewing the hypercube is then possible by the MitsServer interacting with the MITS Clients (MitsView or a browser window through MitsWeb). At that point, a company's information may be viewed through the MITS Clients. Through MITS you can gain valuable information in seconds that could take hours with other solutions.