Updated: July 17, 2006
| Enhancement | Menu Option | Description | Version | Date |
| AP 2012 | Aged Trial Balance | The user now has the option of sorting invoices within a vendor by either the invoice number or the invoice date. | 8.6 | 04/28/05 |
| AP 2013 | Check Printing | AP Checks now show the check number and check date on the check stub. | 8.6 | 05/03/05 |
| AR 2023 | Customer Sales Analysis | New sort by ZIP code added. | 8.6 | 03/10/05 |
| AR 2024 | Customer Masterfile Maintenance | A new field has been added to the customer masterfile indicating whether or not a deposit is required when entering an order for the customer. This field overrides any parameters indicating that an operator is not allowed to enter payments. | 8.6 | 03/17/05 |
| AR 2028 | Customer Masterfile Maintenance | A new file has been added as an adjunct to the customer masterfile. This file will allow the user to designate accounts as Premier accounts and to enter some ID information for those accounts. | 8.6 | 10/14/05 |
| AR 2029 | Customer Inquiry | Because the work file used in Customer Inquiry is tied to the terminal ID the user may only be in Customer Inquiry once. This limits HotKey ability. So, code has been added to tie the work file to the terminal ID and the Task ID thus allowing multiple occurrences of Customer Inquiry to be run concurrently on the same terminal. | 8.6 | 11/01/05 |
| FA 2003 | Retirement Entry | System allows assets already retired to be retired and posted again. | 8.6 | 04/19/06 |
| FT 2013 | Copy TA4 Operator Setup | A new option has been added that allows the user to copy TA4 operator information pertaining to FormsCreator into the Operator Preferences record of other operator codes. | 8.6 | 01/31/05 |
| GL 2008 | Extended Financial Update | New column types have been added. - ACxx - Actuals for period xx - AMxx - Actuals for the current period minus xx | 8.6 | 03/15/05 |
| IC 2031 | Item Maintenance/Inquiry | An option has been added to show price breaks assigned to this item via Item Inquiry or Item Maintenance. | 8.6 | 04/11/05 |
| IC 2038 | IC Parameter Maintenance | A new flag has been added to IC Parameters. This flag will indicate whether to use the current IC period (I) or the month of the transaction (M). All analysis data will be posted to the proper 'period' depending upon this flag. | 8.6 | 08/05/05 |
| IC 2042 | Physical Count Selection | Added the ability to select items based on a range of class codes. Also added the ability to select which class code to use 1, 2, 3 or 4. | 8.6 | 02/24/06 |
| IC 2043 | Price Change Maintenance | The user will now have the option of not updating the item file. This will allow the user to update contracts without effecting the inventory list prices. | 8.6 | 03/06/06 |
| OP 2113 | Order/Invoice Entry | The system now allows for the entry of credit card information during Order Entry but holding off the actually posting of the payment until the order is invoiced. | 8.6 | 02/16/05 |
| OP 2114 | Order Status Report by Srep/Cs | A new order status report has been added to Order Processing Reports. This report will show order status by sales representative. | 8.6 | 02/18/05 |
| OP 2123 | Order Entry | A new field has been added to the customer masterfile indicating whether or not a deposit is required when entering an order for the customer. This field overrides any parameters indicating that an operator is not allowed to enter payments. | 8.6 | 03/17/05 |
| OP 2126 | Deposit Report | A new report has been provided which duplicates the Deposit Journal without the ability to update. This has been separated out as a menu option so the user may easily apply security to the option. | 8.6 | 03/22/05 |
| OP 2127 | Order/Invoice Entry | A new option has been added to the operator preference record that will allow deletion or orders/invoices by operator code. | 8.6 | 03/30/05 |
| OP 2128 | Period End Processing | A new option has been added to Period End Processing that will allow the user to specifically remove old quotes. Quotes used to be removed when expired orders were removed. | 8.6 | 03/31/05 |
| OP 2132 | Deleted Order Report | Each order that is deleted via this report and update will now be logged in the Event Log. | 8.6 | 05/04/05 |
| OP 2135 | Pickup/Delivery Maintenance | The customer ship to code has been added to the track 2 record. | 8.6 | 05/10/05 |
| OP 2139 | Order Entry | The 'Mail' option in Order Entry has been enhanced to allow the user to define records tied to customers different than the order's customer. The user may now also select other customer's main address. | 8.6 | 06/06/05 |
| OP 2140 | Pickup/Delivery Maintenance | Posting code (store code) and truck route have been added to the pickup/delivery system. | 8.6 | 06/20/05 |
| OP 2141 | Order Entry | The user may now print Packing Slips directly from Order Entry. | 8.6 | 06/20/05 |
| OP 2145 | Historical Sales Journal | The user may now sort the journals by sales representative. | 8.6 | 07/20/05 |
| OP 2147 | Order/Invoice Entry | The system needs to immediately snapshot the customer's current credit status for credit checking purposes. | 8.6 | 08/24/05 |
| OP 2148 | Sales Analysis Reports | A new option has been added to show the average price of each unit sold for each period reported. | 8.6 | 08/30/05 |
| OP 2149 | Summary Invoice Creation | Added range for Project or Customer PO option. | 8.6 | 09/19/05 |
| OP 2151 | Order/Invoice Entry | A surcharge calculation has been added to the OP Order/Invoice Entry process. This surcharge will be based upon a new field in the AR Shipping Method file that specifies the percentage of the invoice to be applied to the surcharge. A new account has been added to the AR Posting Code file for the application of the surcharge to General Ledger. | 8.6 | 10/27/05 |
| OP 2152 | Sales Journal & Update | If the user saves deleted invoices, those invoices are now saved in the OP History file. | 8.6 | 10/27/05 |
| OP 2155 | OP Sales Analysis | Because the accumulation fields in the format are rounded to the nearest dollar at update time, over time the accuracy of the figures is lost. | 8.6 | 11/08/05 |
| OP 2158 | Historical Sales Journal | A speed enhancement has been made to the preprocess program for Historical Sales Journal. This will only help if the sort option is '1' and the date choice is 'I'. | 8.6 | 12/06/05 |
| OP 2159 | Order/Invoice Entry | When using F2 to view item codes, the user now has the option of viewing item codes by vendor part number. | 8.6 | 12/07/05 |
| OP 2160 | Order/Invoice Entry | A new email field has been added to the Order/Invoice Header file to collect the Premier (ARC) customer email address. | 8.6 | 02/08/06 |
| PO 2019 | Purchase Order Entry | The ability to delete Purchase Orders has been refined. Previously a PO could not be deleted if there was any action involved with the PO. Now, it may not be deleted if the receipt/return has not been fully invoiced. If the PO has not been fully received, the user will receive a warning but may still delete the PO. | 8.6 | 08/26/05 |
| PO 2020 | Purchase Order Inquiry | When doing Purchase Order Inquiries it wasn't readily possible to jump into Purchase Order History in the case that the Purchase Order you were pursuing wasn't in the recent Purchase Orders. | 8.6 | 09/15/05 |
| PO 2023 | Purchase Order Entry | You may now print PO's directly from PO Entry. | 8.6 | 11/15/05 |
| PO 2030 | Invoice Register and Update | Expenses account posting from Invoices now have vend-code, inv-number and vend-name attached to the GL Posting. | 8.6 | 06/05/06 |
| TA 2024 | Status Change Update | The actual change logic has been modified so that the codes that are changed are changed last. This will stop the occurrence where, e.g, an ITEM-CODE is changed and the system crashes in the middle of updating OP files. Currently the restart/rerun of Status Change Update would no longer know that the ITEM had been changed. Now, by doing the actual file where the code resides last, the ITEM will still be marked to be changed and the rest of the OP as well as the PO files will be updated properly. | 8.6 | 06/20/06 |