With this most recent update - SouthWare has added a new SWPDF printer called SWPDFL. This printer id works like printing to SWPDF except the print orientation is set to landscape.
Also with this update, when you setup a new printer and choose the device id of SWPDF or SWPDFL you will have the option to select the output folder and name along with asking for the filename and automatically opening the PDF document.
SouthWare has added some built-in tools to help you resolve common conflicts caused by locked records.
To ensure data integrity in SouthWare files, when a data record is being changed by a user it is locked so that only one user at a time may change the same record. When you run a process such as End of Day it updates numerous records. If another user has accessed one of those records in the maintenance or entry program and locked it for changing, the process will be paused on the record it can’t update. The update process cannot continue until the record is unlocked by the other user. In some instances a user leaves their workstation with a record locked. Resolving this can take time if you don’t know who has the record locked.
New tools are now available to help with this issue:
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.
cybersecurity keynote by glenda r. Snodgrass at the 2nd Annual southware partner alliance user conference - announcement
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.
This portal gives you comprehensive functions that let you review and manage your sales quotes. The info in this portal includes:
wicrmoppview.htm (for delete order change)
wirelshpc.htm (changed Quotes call to use new Quote Review portal)
New html Templates:
RMReports (and RM Params):
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**
SQHS1.FIL - Quote History Header
SQHS2.FIL - Quote History Line Items
SQHST.FIL - Quote History Text
RS31 field 347 Keep Quote History flag
RS46 Quote History Header File and Fields
RS47 Quote History Detail File and Fields
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.