SouthWare Accounts Payable now provides you with the option to pay vendors and employees through ACH Direct Deposits. ACH (Automated Clearing House) is an electronic network for financial transactions to process large volumes of credit and debit transactions in batches, including direct deposit, payroll, and vendor payments. Below is an example of a setup for processing a vendor payment: Below is an example of a setup for processing an Employee payment: The benefits of ACH include convenience, better security, and reduction in costs for you. Contact your SouthWare Solutions Partner for more information on ACH Direct Deposit processing.
Your SouthWare solution has to be current on CMSS through 6/30/19 to access the new ACH functionality.
NOTE: if grids are turned off, or in a character-based environment, the manager functions as it did before the changes. The one exception is on a Windows workstation, the display feature uses Print Preview as the default. This year, at the 2nd Annual SouthWare Partner Alliance User Conference, we are proud to announce our New User Boot Camp. In this two-hour course, SouthWare users will be able to get up-to-speed quickly in learning key tools and user interface tricks that make SouthWare a great business resource. If you are a new user of SouthWare or someone who would like a refresher, this course is a great option for you! Register today.
Cybercrime is now more profitable than the global trade in marijuana, cocaine and heroin combined. Learn about tools and strategies to protect yourself and your business from this growing threat.
The SouthWare Partner Alliance is pleased to announce that Glenda R. Snodgrass will be delivering a keynote address at the 2019 User Conference. Ms. Snodgrass has been President, lead consultant and project manager at The Net Effect since the company's inception in 1996. She is primarily engaged in cyber security training, threat analysis and mitigation for commercial, non-profit and governmental organizations. A frequent contributor to Tripwire's The State of Security blog and Business View magazine, she also provides expert witness testimony in technology-related court cases. Her dynamic personality and effective teaching style have made her a sought-after public speaker and corporate trainer for more than twenty years. When creating a new TWIC message, a search option is available to find a SwiftMate operator for the intended recipient.
This portal gives you comprehensive functions that let you review and manage your sales quotes. The info in this portal includes:
Documentation:
quoteportal.pdf html changes: wicrmoppview.htm (for delete order change) wirelshpc.htm (changed Quotes call to use new Quote Review portal) codebase4.txt mtoestart.htm mtoegetcust.htm New html Templates: qsquotelist.htm qsquotelisth.htm qsquohstvw.htm qsquotemgr.htm qsquotevw.htm qsquotevwh.htm qsquoteinvclist.htm nlhtml\images: rejected.png copy.png NL Requests: QSQUOTELIST QSQUOTELISTH QSQUOTEMGR QSQUOTEVW QSQUOHSTVW QSQUOTEVWH QSQUOTEINVCLIST RMReports (and RM Params): QSQUOLST QSQUOLSH QSQUOLNV QSQUOLNH QSQUOINV QSQUOLHV You now have the option to retain information about closed quotes in quote history files. This allows you to review and analyze past quotes, and it allows you to remove closed quotes from the open order file without losing the quote information.
To use this feature, set the quote history flag to "Y" in the Inventory Sales control record (IS-08-02 field 24). After you activate this feature, each quote that is turned into an order or closed will be copied to quote history. You may then access the quotes in history via ReportMate or the Sales Quote Review portal. **See also Sales Quote Review Portal added with this feature** New Filenames: SQHS1.FIL - Quote History Header SQHS2.FIL - Quote History Line Items SQHST.FIL - Quote History Text Data Dictionary: RS31 field 347 Keep Quote History flag RS46 Quote History Header File and Fields RS47 Quote History Detail File and Fields RM Pathing: RS46 from related order RS07 When RS46 - Quote History Header is primary: AR01 - Customer AR04 - Salesperson IV09 - Location RS07 - Order Header When RS47 - Quote History Line is primary AR01 - Customer AR04 - Salesperson IV01 - Stock IV09 - Location RS46 - Quote History Header SV01 - Service Code SV07 - Equipment Previous to this change, when a comma delimited file contained two double quotes within a field, both double quotes would be imported into the field.
Example: A field that contains 3 1/2 “” will now import as 3 1/2 “. Sometimes the import file could have created a new field if a comma existed within a field. That problem has been addressed as well. NOTE: Make sure your import format header indicates that the fields are delimited by quotes for this feature to work correctly. Portals that call out to Google will now use https if SSL is turned on in the NetLink Control record.
NOTE: This will prevent messages concerning unsecured sites from popping up in the browser if using SSL Revision 16 documentation updated to include portal changes.
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