The Client page is similar to the Vendor page, where
you can enter address, notes, contacts, phone, email, account
particulars (terms, code, account number, etc.), and shipping address
for your repeat clients.
The Job page is similar to the PO page, and includes a
Line-Items grid (Tasks) where products and services can be listed for
sale to the selected customer.
This listing comprises a Work Order from which several
reports can be printed:
- Tasks--this is your internal report. The default report title is
"Work Order" but can be edited to other text. This report
shows the line items without prices, plus any internal Notes.
- Quotation--this report shows the line item and price.
- Invoice--this report shows the line items and price.
- Packing List--this report shows the line items without the price.
Be aware that Parts&Vendors is not an accounting
program, and while the above features may be helpful in billing, the
program does not age accounts receivable or perform other tasks that
accounting software might handle.
|
Order This Item
Quickly put an item on a PO from any listing in the
program, without stopping what you are currently doing.
|
 |
- Immediately puts any vendor-linked item on a pending purchase
order. If no order exists, creates a new order for it without
visiting the PO page.
- Initiated by clicking the popup menu item 'Order This Item' from
any listed item that has a P/N reference. For the P/N on the item
master, choose Edit...Order This Item.
- Opens a window showing the currently linked vendors/sources for
the item. Click on one to specify the vendor, enter a quantity and
click Order This Item.
- If the item already exists on a pending order, its quantity will
be increased and its price break looked up again.
|
Option to set PO Date Reqd field as a text field (per
versions 3, 4, and 5) or as a true Date field.
Setting as a true date field results in correct
sorting when data is actual dates, but precludes making any text
entries.
Setting requires PVAdmin permission, and it's expected
that you'd make your choice and then leave it that way.
|
New Buy page switches set quantity options for items
on orders
These new switches permit more specific settings of
accounting for items already ordered for a project. The Purchase List
will use these settings to avoid duplicating quantity requirements
already met by existing orders.
|
Show the word ADVISE in the PO cost field.
Sometimes it may be desirable to place an order for
items for which you don't have the exact current vendor price. You are
willing to accept the vendor's prevailing price. Rather than enter a
wrong price, possibly delaying the vendor's action on the order, you can
enter the word 'ADVISE' (or another term of your choosing), instructing
the vendor to charge his prevailing price and to advise you, later, of
that value.
- Turn this option 'On' on the Edit...Settings dialog, RFQ/PO tab.
- Enter negative value or type "A" into the Cost cell on a
Purchase Order.
|
| New
features in All Editions |
More User fields in Item Master - User 6-10
These 100 character wide text fields are part of the
item master record, but differ from User 1-5 in several regards:
- These fields are not locked by the item's Status=Released or
Status=Obsolete.
- Permission to edit these fields (in EX, ECO editions) can be set
separately from Item Spec permission. For example, a user with
'Buyer' permission or 'Stock' permission can be set to edit the data
in these fields.
- User 6-10 are not part of the controlled item specification that
is under ECO control (in that program edition).
|
Batch printing of Parts Lists from the Assembly Tree.
Sometimes it is useful to print all the parts lists
for a product at once, such as when Kitting for a build, and desiring to
send documents along with the parts to the production area. Or, when
wanting to output all the printed reports at once to deliver to a
client.
- Display the Assembly Tree for the product of interest.
- From the menu choose File...Print...Separate Parts Lists.
- The program will print all of the expanding, non-empty parts lists
in the tree just the same as if each one were brought up separately
on the Parts List grid and Print was clicked for each one.
|
Line Item Description settings
This new dialog provides more flexibility in
specifying what data is to be inserted into Description fields on RFQs,
POs and Job line items (in editions that include these features).
Item Master User Fields and the new RoHS fields can
now be included in the description text.
|
 |
Status panel flags questionable items on Purchase List
and Parts Lists
This panel is invoked by clicking the small "i"
button above the list, or, from the menu View...Show Status Panel.
Cells on the grid are color-coded to indicate various
conditions. For example, the Buy page Cost options let you set zero cost
for items that don't reach the first available price break. The status
indicator (yellow, in this case) does a better job of identifying those
items.
|
Eject other Users for Exclusive Database Access
Administrators of Parts&Vendors databases
routinely need exclusive access to the data file to perform maintenance
functions. This includes weekly database Compacting and daily
Backup operations.
In a workgroup environment, Parts&Vendors users
sometimes walk away from their computers with the program running. This
behavior interferes the above operations, and if the user's computer is
inaccessible (locked office, etc.) would prevent normal database
maintenance.
The Eject feature forces other copies of
Parts&Vendors to close, thereby providing the exclusive access
needed (can be cancelled by a remote user's intervention).
|
Replace Data Utility
Vendors or manufacturers may sometimes change the way
they represent their offerings by reconfiguring the structure of their
part numbers. Instead of having to edit each one manually, this utility
will enable a bulk adjustment to those entries that have a uniform
structure. From the File...File Utilities...Maintenance menu.
|
Replace Character in P/N Utility
At some point you may find that you wish to make a
bulk change of a character used in your P/Ns, such as changing a
separator character from a hyphen to some other character. This utility
will do that. (From the File...File Utilities...Maintenance menu.)
|
Add a Source to an Entire Family of Items at once.
This Utility links a new vendor to a Parent and all
Detail items of a family of items.
Additionally, it can populate the Vendor P/N or Vendor
Description with text and a value, copied from the existing source.
(From the Edit menu when displaying a Parent part number.)
|
 |
RoHS fields on Sources
Restriction of Hazardous Substances has
become an issue in the European Union, and may soon be in other areas.
New fields on Source records support the RoHS
regulations, helping keep track of what requires compliance.
The new fields include a checkbox entry of Yes/No, Compliance Document
number (up to 20 characters), plus up to 255 characters for Notes.
These new fields can be turned on from the Grid
Settings menu (small crosshatch button above listing), and the data can
be available on these listings:
- Show All + Sources
- Inventory
- Assembly Tree
- Purchase List
- Kit List
|
Search/Filter strip in the Add Item dialog
--across top of columns assists finding items (similar
to the Search/Filter strip on the Item Master's enhanced dropdown).
Notice the Search / Filter toggle button at the right of the strip.
Search entries are for one column at a time and Filter entries can be
for more than one column.
Images showing result of Search and Filter modes.
|
Set order of Ship To addresses in list
When printing an RFQ or PO, the user is prompted to
specify one of several respond-to or ship-to addresses.
The most commonly used address can be set to appear at the top of the
list. On the Edit...Settings dialog, Addresses tab, select an address on
the list by clicking its record selector, then use the arrow buttons to
move that address up or down the list.
|
Reminder to Compact database
We continue to encounter users who have no idea that
their data file can be, or needs to be, compacted at regular intervals
to maintain its healthy state. This new utility can prompt the user or
database administrator to do this.
From the menu choose File...File Utilities...Remind to
Compact. Enter a suitable number of days (we suggest 7).
|
Additional Fixes and Refinements
- Assembly Spec and Assembly Order fields now are available on the
Assembly Tree.
- Mfr Code is now available on the Purchase List and Kit List.
- Vendor email fields are now available on the Vendor ShowAll grid.
- Import window destination field dropdowns are enlarged to show
more items at once.
- When using the foreign currency feature, the list header now shows
in bright yellow when the listing is set to display or accept
entries in foreign currency.
- Multiple file selections can now be made at once in the File
dialog when adding file links to an item (on both the main grid
listing or on the File Manager window listing).
- Menu item: View...Refresh has new hotkey Ctrl+R
- Menu item: Reduce Stock hotkey has been changed to Ctrl+T
- New button to clear all Import column field settings at once.
Useful when opening a CSV file with a column layout that differs
from the previous import file.
- New option to not prompt when adding duplicate item onto a PO.
- OverKit costs are now shown in totals on Cost Summary Tree
- Option to Include header data in Export of Purchase Order
- When (automated) adding parent items to an ECO, don't add items
with Status=Obsolete
|
|
