Q3 2021 Release Notes -- Final

Q3 2021 Release Notes -- Final
Table of contents
  • SALES PROCESSING:
  • INVENTORY CONTROL:
  • BARCODE MANAGEMENT & PRINTING:
  • JOB COST:
  • PURCHASE ORDERS:
  • INSTALLATION SYSTEM:
  • ACCOUNTS RECEIVABLE:
  • ACCOUNTS PAYABLE:
  • GENERAL LEDGER:
  • SALES ANALYSIS:
  • OWNER FUNCTIONS:
  • MANAGEMENT FUNCTIONS:
  • SPECIAL FUNCTIONS:
  • B2B CATALOG PROCESS:
  • SYSTEM MAINTENANCE:
  • API/BMS EFFICIENCY TOOLS PROGRAMMING NOTES:

      SOFTWARE RELEASE NOTES

BMS Retail System
Release Notes v2102.2 – Q3 2021 Final

In this latest version, the system is now storing the Login Company/Branch by the personal computer’s User, so it should default the first time based on the last login record.

SALES PROCESSING:
  1. In the Order Entry/Maintenance module, if the Written Business Report has been activated in your system, the Excel export will now include Job Type.  Additionally, when cost changes, the report will now write a new business record and will run through the system’s costing routine, rather than just pull from catalog.
 
  1. In the Order Entry/Maintenance module, on the Print Job Report, when exporting to Excel, the data will now include Alternate Commission Plan data if that has been set up in Salesperson Maintenance.
 
  1. In both Order and Quote Entry, there is a new Select Filter option as follows: Vendor. This filter option will look for the Vendor stored on the Catalog Item record. 
 
  1. In the Inventory Review screen in the Order Entry/Maintenance module, if you have multiple companies and if you have set your system to copy catalog in the User Control 4 screen of the System Control Maintenance module, you will now see a From Company tab. 
 
  1. In the Work Order Selection screen of the Graphical Work Order, a column has been added to display a Date Created for any listed the Revisions. The new column appears at the far right, after Labor Qty.
 
  1. In the Cost Review feature, you now have the ability to exclude the Sale Qty of a Labor or Special Charge Line Item from the recalculation of Total Sales on the Quote or Job. A use case for this is a Warranty on Installation, where you don’t want the Sale Qty Price of what you are selling to change from what was originally entered. This does not apply to adjusting the cost or margin. The setup takes place in Product Code Maintenance on Product Codes with a Factor ID of 09 or 10. You will now see a new checkbox at the bottom right of that screen as follows:

1.png
  1. In the Quotation / Proposal Maintenance module, when copying a Quote, a new checkbox has been added to allow for including any Notes over to the new Quote. The default is unchecked, so no change will take place unless the box is checked. 
  2. There are new fields in the Job Type Maintenance module that have to do with Enabling a Service Charge on a Job Type. Those new fields appear as follows:
  1. In the Property Management / Builder Templates module, when converting a Template to an existing Quote, if the Customer ID doesn’t match, you will only receive a soft stop instead of a hard stop. This is to allow for creating more complex templates for things like a shower install, so that they can then be used on multiple estimates.  Additionally, in conjunction with the Credit Hold Feature in BMS, when converting a Template to a Job or Quote, if the Customer is on Credit Hold, a message will now prompt as follows: Customer on Credit Hold. Limited Processing Allowed. The same rules for processing a Job or Quote for a Customer on Credit Hold will then apply. 

 

3.png

 

The highlighted section above are fields that appear in the Company Control 1 screen of the System Control Maintenance module under an option titled Enable Service Charge. They also appear in the Branch Control 2 level screen with the same name, as they can be set up by Branch, which overrides Company. By including them here, they can now be set up by individual Job Types. If you wish to set them up on this level, you don’t need to set them up on a Company or Branch level, and should make sure both those options are set to “N” for no in the System Control Maintenance module. As a reminder, if you do have this set up on a Company or Branch level, you can use the Exclude From Service Charge checkbox in the screen above to prevent a particular Job Type from having this calculation performed. 

 

If you are unfamiliar with this feature, here is how it works: This option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation such as freight, supplies, waste, warehousing, and other miscellaneous expenses, so it can also help with job costing items like RealPage, Vendor Café, Recycling, and various other things. It will calculate on material cost only, unless you set it otherwise using the last two fields in the screen above. You will first enter a Product Code for this Special Charge, which should be set up ahead of time. You will then enter an amount for the Service Charge as a percentage. For the Invoice Verbiage, type how you would like this to appear. You can also use the next field to replace the term Sales Tax with something else. The next option allows for including any lines that have been previously invoiced to the Service Charge calculation. The next option determines whether a Service Charge can be calculated on jobs with zero tax rate. To cost a Service Charge amount to the job for job costing and commission purposes, enter that percentage in the next field. The next field determines if Service Charges will apply only to Contract (Use Tax), Invoice (Sales Tax), or Both. At the next option, if you wish to show this line as a separate Line Item, type a “Y” for yes. And the final two options determine whether you wish to include Labor and Special Charge lines in the calculation. These will default to “N” for no, so only change them if you want to include them. 

 

  1. In the Salesperson Payables module, the Print Commissions Report export to Excel now displays a Remnant column. The Print Each Line Item option must be set to “Y” for yes, the inventory assigned to the line must be flagged as a Remnant. (#5235) Additionally, the export will also include a column for Customer ID, as well as a column for the Cost the commission was calculated on. This is the same for the Salesperson Payables History Commission Report.

 

  1. The Invoice Register History export to Excel now includes Ship To Phone # and Sold To Phone #. 

 

  1. The Open Order Report export to Excel now includes Bundle Names.

 

    

INVENTORY CONTROL:

  1. For anyone using the Multi-Bin Inventory feature, the system is now writing individual audit records instead of a single record upon exit.

 

  1. The Inventory Audit export to Excel now includes Style #, Color #, and Bin Location. 

 

  1. The Inventory Stock Requests report has been converted to SSP for graphical output and now also includes Inventory Barcode output for scanning.

 

  1. In the Inventory Usage Report module, when exporting to Excel, you will now see Safety Stock and Reorder Qty data.

 

 

BARCODE MANAGEMENT & PRINTING:

  1. N/A in Q3 2021.

 

 

JOB COST:

  1. N/A in Q3 2021.

 

 

PURCHASE ORDERS:

  1. N/A in Q3 2021.

    

    

INSTALLATION SYSTEM:

  1. N/A in Q3 2021.

 

 

ACCOUNTS RECEIVABLE:

  1. In the Contacts feature of the Customer Maintenance module, upper and lower case can be used. This applies to Role Maintenance as well. Previously it would only accept all caps.

 

 

ACCOUNTS PAYABLE:

  1. In the Contacts feature of the Vendor Maintenance module, upper and lower case can be used. This applies to Role Maintenance as well. Previously it would only accept all caps.

 

  1. In the Print Checks module, if you are using MICR checks, the Vendor Name has been added to the check stub.    

 

 

GENERAL LEDGER:

  1. N/A in Q3 2021.

 

 

SALES ANALYSIS:

  1. N/A in Q3 2021.

 

 

OWNER FUNCTIONS:

  1. N/A in Q3 2021.

 

 

MANAGEMENT FUNCTIONS:

  1. N/A in Q3 2021. 

 

 

SPECIAL FUNCTIONS:

  1. The Vendor Sales report now has an alternate Excel export report. While this was added for a specific customer, it can be used by all BMS clients. At the bottom of the screen, you will see a checkbox as follows: Alternate Output. If this is checked, the system will use the alternate file output.  

 

 

B2B CATALOG PROCESS:

  1. A new B2B Supplier has been added to the system as follows: Cain & Bultman. The new Product Code should be added as follows: yi. The Description should appear as “CAIN/BULT ACC/EA” with a Factor ID of 08.

 

 

SYSTEM MAINTENANCE:

  1. In the Company Control 1 screen of the System Control Maintenance module, a couple of new options have been added to the existing control, Enable Service Charge, as follows: Include Labor in Calculation and Include Special in Calculation. Both of these options default to “N” for no, and so will need to be accessed and changed if you wish to include either Labor or Special Charge lines in the Service Charge calculation on a Company Level. It’s important to note that in addition to the Company Level, you can also make these Branch-specific in the Branch Control 2 screen where Enable Service Charge also appears. Additionally, there are options in the Job Type Maintenance module. If you have set up Company and/or Branch Service Charges, you can Exclude specific Job Types from the calculation. However, if you would prefer to set these up by Job Type, you should bypass Company and Branch setup and complete your setup in each applicable Job Type maintenance screen.

 

  1. In the Branch Control 2 screen of the System Control Maintenance module, a new option has been added as follows: Enable Service Charge. This is the same control that appears in Company Control 1, but adding it here gives an additional level of programming by making it Branch-specific. Any setup in this screen will override setup on the Company level for the current Branch. Additionally, this can be setup on the Job Type level, which would negate any setup in either Company or Branch. If you are unfamiliar with this control, here is how it works: This option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation such as freight, supplies, waste, warehousing, and other miscellaneous expenses, so it can also help with job costing items like RealPage, Vendor Café, Recycling, and various other things. It will calculate on material cost only, unless you set it otherwise in the box below. If this control has not previously been enabled, the first message to prompt is a warning to contact BMS Support before continuing. This is to ensure that you have a full understanding of what this control does before turning it on. Upon continuing, the system will now prompt a box of additional related items as follows: 

 

4.png

 

The highlighted section above are fields that appear in the Company Control 1 screen of the System Control Maintenance module under an option titled Enable Service Charge. They also appear in the Branch Control 2 level screen with the same name, as they can be set up by Branch, which overrides Company. By including them here, they can now be set up by individual Job Types. If you wish to set them up on this level, you don’t need to set them up on a Company or Branch level, and should make sure both those options are set to “N” for no in the System Control Maintenance module. As a reminder, if you do have this set up on a Company or Branch level, you can use the Exclude From Service Charge checkbox in the screen above to prevent a particular Job Type from having this calculation performed. 

If you are unfamiliar with this feature, here is how it works: This option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation such as freight, supplies, waste, warehousing, and other miscellaneous expenses, so it can also help with job costing items like RealPage, Vendor Café, Recycling, and various other things. It will calculate on material cost only, unless you set it otherwise using the last two fields in the screen above. You will first enter a Product Code for this Special Charge, which should be set up ahead of time. You will then enter an amount for the Service Charge as a percentage. For the Invoice Verbiage, type how you would like this to appear. You can also use the next field to replace the term Sales Tax with something else. The next option allows for including any lines that have been previously invoiced to the Service Charge calculation. The next option determines whether a Service Charge can be calculated on jobs with zero tax rate. To cost a Service Charge amount to the job for job costing and commission purposes, enter that percentage in the next field. The next field determines if Service Charges will apply only to Contract (Use Tax), Invoice (Sales Tax), or Both. At the next option, if you wish to show this line as a separate Line Item, type a “Y” for yes. And the final two options determine whether you wish to include Labor and Special Charge lines in the calculation. These will default to “N” for no, so only change them if you want to include them. 
 

  1. In the Salesperson Payables module, the Print Commissions Report export to Excel now displays a Remnant column. The Print Each Line Item option must be set to “Y” for yes, the inventory assigned to the line must be flagged as a Remnant. (#5235) Additionally, the export will also include a column for Customer ID, as well as a column for the Cost the commission was calculated on. This is the same for the Salesperson Payables History Commission Report.
 
  1. The Invoice Register History export to Excel now includes Ship To Phone # and Sold To Phone #. 
 
  1. The Open Order Report export to Excel now includes Bundle Names.

    
INVENTORY CONTROL:
  1. For anyone using the Multi-Bin Inventory feature, the system is now writing individual audit records instead of a single record upon exit.
 
  1. The Inventory Audit export to Excel now includes Style #, Color #, and Bin Location. 
 
  1. The Inventory Stock Requests report has been converted to SSP for graphical output and now also includes Inventory Barcode output for scanning.
 
  1. In the Inventory Usage Report module, when exporting to Excel, you will now see Safety Stock and Reorder Qty data.


BARCODE MANAGEMENT & PRINTING:
  1. N/A in Q3 2021.


JOB COST:
  1. N/A in Q3 2021.


PURCHASE ORDERS:
  1. N/A in Q3 2021.
    
    
INSTALLATION SYSTEM:
  1. N/A in Q3 2021.


ACCOUNTS RECEIVABLE:
  1. In the Contacts feature of the Customer Maintenance module, upper and lower case can be used. This applies to Role Maintenance as well. Previously it would only accept all caps.


ACCOUNTS PAYABLE:
  1. In the Contacts feature of the Vendor Maintenance module, upper and lower case can be used. This applies to Role Maintenance as well. Previously it would only accept all caps.
 
  1. In the Print Checks module, if you are using MICR checks, the Vendor Name has been added to the check stub.    


GENERAL LEDGER:
  1. N/A in Q3 2021.


SALES ANALYSIS:
  1. N/A in Q3 2021.


OWNER FUNCTIONS:
  1. N/A in Q3 2021.


MANAGEMENT FUNCTIONS:
  1. N/A in Q3 2021. 


SPECIAL FUNCTIONS:
  1. The Vendor Sales report now has an alternate Excel export report. While this was added for a specific customer, it can be used by all BMS clients. At the bottom of the screen, you will see a checkbox as follows: Alternate Output. If this is checked, the system will use the alternate file output.  


B2B CATALOG PROCESS:
  1. A new B2B Supplier has been added to the system as follows: Cain & Bultman. The new Product Code should be added as follows: yi. The Description should appear as “CAIN/BULT ACC/EA” with a Factor ID of 08.


SYSTEM MAINTENANCE:
  1. In the Company Control 1 screen of the System Control Maintenance module, a couple of new options have been added to the existing control, Enable Service Charge, as follows: Include Labor in Calculation and Include Special in Calculation. Both of these options default to “N” for no, and so will need to be accessed and changed if you wish to include either Labor or Special Charge lines in the Service Charge calculation on a Company Level. It’s important to note that in addition to the Company Level, you can also make these Branch-specific in the Branch Control 2 screen where Enable Service Charge also appears. Additionally, there are options in the Job Type Maintenance module. If you have set up Company and/or Branch Service Charges, you can Exclude specific Job Types from the calculation. However, if you would prefer to set these up by Job Type, you should bypass Company and Branch setup and complete your setup in each applicable Job Type maintenance screen.
 
  1. In the Branch Control 2 screen of the System Control Maintenance module, a new option has been added as follows: Enable Service Charge. This is the same control that appears in Company Control 1, but adding it here gives an additional level of programming by making it Branch-specific. Any setup in this screen will override setup on the Company level for the current Branch. Additionally, this can be setup on the Job Type level, which would negate any setup in either Company or Branch. If you are unfamiliar with this control, here is how it works: This option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation such as freight, supplies, waste, warehousing, and other miscellaneous expenses, so it can also help with job costing items like RealPage, Vendor Café, Recycling, and various other things. It will calculate on material cost only, unless you set it otherwise in the box below. If this control has not previously been enabled, the first message to prompt is a warning to contact BMS Support before continuing. This is to ensure that you have a full understanding of what this control does before turning it on. Upon continuing, the system will now prompt a box of additional related items as follows: 

5.png

Make a Branch selection and then select applicable dates at the Close Date Beg and End fields. Click the Continue button to process. The system will prompt the number of Leads that have been reopened. Click OK to finalize.

 

 

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