What’s new in IBS Enterprise v9.0

• Order value field in Work with object tracking scopes
• Order value Event
• Order value Panel values for the OETPO and OETSO panel value groups.

Now one or several customers can be assigned and un-assigned via the new Customers option in the Work with buying groups file. The “Assigned customers” mode is the default mode when you first access the new Work with buying groups, Customers panel, but you can toggle to “All customers” mode to assign the buying group to one or several customers simultaneously by clicking the Assign option, or by entering a sequence number for the applicable customer(s).

When you use the Assign option, the sequence number is defaulted depending on the customer. This means that if the customer is not assigned to any buying group, the sequence will be set equal to 10. If the customer is already assigned to a buying group, the sequence will be set to the highest sequence for customer (by adding 10 to the currently highest sequence number for the customer).

In addition, you can also set up a time span denoting the valid from/to dates under which the buying group is valid. A date update can be performed per assigned customer in both locations, or for all selected assigned customers via the Work with buying groups, Customers panel.

In all programs where the DIS control key for buying group is used (e.g., in pricing routines), the date intervals will be considered in order to determine whether or not the buying group is currently valid for the customer.

This is achieved by the addition of the following:

• A new AUTOITMN (Auto generate item number) Function control.
• A new pre-loaded AUTOGEN group which holds a NUMBER (Extended number series) Level with a Key for ITEM_NUMBER in the Default and replacements table. You must add an extended number series for the item number generation in the Extended number series table, and then enter that extended number series code in the Character value field on the Default and replacements, Level keys panel for this group/level/key.

When the AUTOITMN Function control is activated, the next item number in the series will automatically be generated when manually creating new items. If you use the Item copy process to create items, you must click the new Next item number function key on the Work with items, Copy panel to automatically generate the next item number.

1. 1. Check if customer is assigned to bank. If the customer is assigned to a bank in the Bank table, the bank information is retrieved to the order header (Bank SO curr field) if the currency for the order is the same as that on the bank. If the currency for the order is the same as the system currency, the bank info will be retrieved to the order header (Bank sys cur field)
   2. Check if bank is assigned to division. If the customer is not assigned to a bank, check if a bank has been connected to a division. If Yes, the bank information will be retrieved to the order header. Same currency stipulations as outlined in point 1.

The bank information retrieved to the sales order can be manually changed. Information regarding these banks is printed on the invoice to provide information to the customer regarding what account number to be used when paying the invoice.

The Catch weight functionality caters to situations when you weigh your goods during reception and/or picking and you want to manipulate the price unit quantity instead of letting the system calculate it using the conversion factor. It is an extension of the Price unit functionality, allowing you to manually change the price unit quantity/quantities for a sales/purchase order line should the need arise. This can be done for each individual order line quantity during the following:

• Reception confirmation
• Purchase order entry if the order line is a direct reception
• Pick list confirmation
• Sales order entry if the order line is without pick list

During any of the above mentioned stages, the price unit quantity may have changed compared to the conversion factor set up for the item, i.e. the weight for the item on the order line may not be accurate for the price unit setup.

Example:
Your price unit setup is as follows: 1 each = 2 Kg
Order line qty = 1
However, the actual weight for one item is actually 2.5 Kg.

If the new CTCH-WGT (Catch weight handling) function is activated in the Function control file, this functionality allows you to enter the accurate weight. A new Catch weight entry panel will be displayed allowing you to enter the catch weight quantity. Multiple catch weights can be entered for one order line, allowing you to have a separate weight for each individual item. All catch weights are then accumulated to be the price unit quantity for the order line and will also be used to re-calculate the order line value.

The setup is flexible depending on your requirements. One or many types of containers can be defined according to the usage of the container (i.e. Delivery box or Packaging) allowing you to pack the goods in a container or a container within a container.
A Container control file is used to set default and basic information, such as the default container type, the maximum number of containers that can be assigned to one order line, the maximum filling %, the conversion factors for the item dimensions and weight (e.g., to convert millimeter from the Item file to centimeter, and gram from the Item file to kilogram as required in container assignment), as well as if container labels should be printed automatically when the container is confirmed – to what printer and how many).

Container types hold the control parameters for the container. In the Work with container types file you must set up various parameters for your types of containers, e.g., the size (width, height and length), volume and weight as well as the types of items that the container is allowed to hold, choosing from the following:

• Normal item
• Fragile item
• Inflammable item
• Cold storage item

Default values can, optionally, be set up on warehouse level for the WHM controlled warehouse on the new Container handling panel in the Work with warehouses file. An example of a default value is the maximum number of sales order lines that are allowed per container. Another is the container type.

The system will search/select the type of container to be used in the following order:

1. Container type from the Container type table. If it is not sufficient in size and volume for container assignment, then
2. Container type from the warehouse. If not defined on the warehouse, or one is defined but it is not sufficient in size and volume for container assignment, then
3. Default container type from the Container control file (which is a mandatory entry), even if that container is not permitted for the item.

Containers are automatically assigned based on the volume of goods and the volume of the container during pick list creation if the following stipulations are met:

• The function control is activated.
• At least one type of container has been set up in the Work with container types file, and a default container type has been defined in the Container control file.
• The item on the sales order line is defined as a Normal, Fragile, Inflammable or Cold storage item.

Logging is, optionally, available allowing you to log/track entries in the Container log denoting when the container was created (date and time) and by whom.

Container handling in combination with Outbound shipments

The container handling functionality can be run with or without using the Outbound shipment functionality, but it is advantageous with outbound shipments since that functionality is the connection point to all sales orders that are to be dispatched to the same customer. The system will keep track of the number of containers needed for the outbound shipment.

Container simulation functionality is available for outbound shipments and is executed using a new pre-loaded data queue routine (CASIM – Container simulation). You decide on warehouse level (on the new Container handling panel in the Work with warehouses file) if you want to utilize this functionality by setting the Simulation option flag to the applicable value; choosing from the following:

• Automatic
• Manual
• None

The new pre-loaded CASIM Data queue routine must be activated and defined in the Routine Id field on that same panel.
If the Simulation option flag is set to Automatic the system will immediately simulate how many containers the sales order will require for the shipment, (or if the item can be put in an existing container), when the sales order lines are created and attached to the outbound shipment. If that flag is set to Manual, the simulation functionality must be manually triggered via a new option on the outbound shipment.

The number of simulated containers is displayed on the outbound shipment regardless if you choose the Manual or Automatic simulation option. This is invaluable information to know in advance, allowing you to more accurately plan for the number and size of vehicles needed to deliver the goods.

Container confirmation

When confirming the container you can choose from the following routines:

• The new Work with containers routine. From this routine you can view all created containers. Information such as weight and volume is displayed both on total container level, and also on included item level. When confirmation reporting is selected from this routine, the confirmation reporting is done per container, and not by pick list.
• The new Container confirmation routine.
• Work with pickings: A new Container view has been added as well as a new View control, (i.e. Start view) where you can choose what view you want to display as the default (i.e. Pickings view, Shipments view, Pick consolidations view or Container view). From the Container view, the confirmation reporting is done per container and not by pick list.
• Pick confirmation flow. This routine can be used for containers that are not flagged for PQC (Pick quality control).
• Work with outbound shipments.

When this application is activated, and the required information is set up in IBS Financials and IBS Distribution, the impact in IBS Distribution is that division is mandatory on Sales and Purchase orders. The division is automatically retrieved (to the Order headers) from the cost centre.

The cost centre used for orders must be set up on at least one of the following levels:

• Work with signatures
• Business partner file. For Customer (A/R basic data panel). For Supplier (A/P basic data panel)

If the cost centre is set up in both locations, the one from the Signature takes precedence and will be retrieved to the order header.

An Update open orders flag has been added to the Update earliest shipment date window allowing you to update the dispatch date for all “open” purchase order lines (status < 30), i.e. the dispatch date will be set to Earliest ship date. In addition, the Update earliest ship date program can now also be accessed via a new Update earliest ship date menu option.

• An Entry function key has been added to the initial panel. When you click this function key, you access the Inventory adjustment panel where the Item and Warehouse fields will be open for input allowing you to enter/select the item and warehouse for the inventory adjustment. All other fields will be initiated with blanks except for the Accounting period, Reception date, Stock on hand and Transit.
• A Fast entry function key has been added to the initial panel. When you click this function key, you access the new Fast adjustment panel where multiple inventory adjustments can be handled at the same time for normal stock adjustments. Note: No transit stock adjustments can be handled from this panel, nor can serial number controlled items and CMI related transactions be handled. In addition, transactions requiring a cost price must be entered using the single entry panel or the inventory adjustment panel. Batch controlled items can be handled from the XT UI Client only.
• A Warehouse movement function key has been added to the Inventory adjustment panel. This function key is displayed in Entry mode (i.e. you clicked the Entry function key on the initial panel). When you click the Warehouse movement function key, you access the Inventory movement panel where the Item, Warehouse and “from” Zone/Location fields will be open for input allowing you to move quantities to another warehouse. Note: Only movements within the same country is allowed. Otherwise, the movement must be done using IRO orders.

• L – Long alphanumeric field (36 characters)
• D – Date

Existing data type for “Numeric” has been changed to allow larger numbers. All panel fields for numeric values have been extended, making it possible to enter up to 18 digits where up to 9 of these can be decimals.

It is now mandatory to define a validation table type for the item attributes validation tables. This makes it possible to enter values for all existing item attribute template field types. Another change to the item attributes validation tables is that it is now possible to refer to a physical file or to a specific validation program.

• A Template field has been added on the Work with items, Copy panel where you have the possibility to select the template that you want to use for the copy, and enter the new item code that you are creating (not new).
• On the new Copy, template usage panel, all panels for the selected template are displayed in the Description column in the same sequence as that set up on the template. For each panel you can decide in the Usage column if:
  • Original values from the “From” item shall be copied.
  • Template values shall be copied (i.e. field values from any default setting in the template).
  • No values shall be copied.

For the Purchase and Sales price panels, you can also decide in the Detailed usage column if:

• Original values (i.e. all higher level pricing information and actual prices) from the “From” item shall be copied.
• Template values shall be copied (i.e. field values from any default settings in the template).
• No detailed values (i.e. actual prices) shall be copied (i.e. just copy the higher level pricing information but not the actual prices).

An equivalent decision regarding what data you want to copy (if at all) can be made for the Warehouse panel in the WHM, IC and MFG columns.

There are two ways to get the Manufacturer address to the purchase order:

• On purchase requisition: Enter a manufacturer (a business partner of type 2, 3 or 9) and a corresponding address number manually on the purchase requisition header. When the requisition is copied to a purchase order, the manufacturer address is retrieved and copied to the purchase order.
• On purchase order: Enter a manufacturer (a business partner of type 2, 3 or 9) and a corresponding address number or a manual address as a manufacturer address. The manufacturer address is open for change as long as the order is open.

To follow up and track down the manufacturer the purchase order enquiry can be used.

This new functionality is available if the QUOTAGDS function is activated in the Function control file.

New Valid and Active flags for Quota goods have been added in the DIS control keys file. There are several item, customer, warehouse and order type related keys from which you can choose.

In the new Work with quota goods file you set up the information. You link the DIS control keys defining what should be limited and to whom, as well as define the maximum quantity that can be sold per time period (i.e. day, week or month), within a date span.

When entering sales orders, the system keeps track of the remaining quota balance. The user will be flagged with a message should the quantity on the order line exceed the remaining quota balance. You can also view the remaining quota balance in the following:

• Quota goods transactions enquiry. This enquiry displays the original quota quantity, used quantity and remaining quota quantity per quota goods record. You can also drill down on detail level to view the customer/item/sales order and sales order line that consumed from the quota goods quantity.
• Customer service enquiry
• History mode in Smart sales order entry

Before this modification, both the “From date” and the “To date” were protected for an existing price. Hence, once a price was created it was no longer possible to change the date interval for the price to ensure that the price history was kept intact. However, in some situations it could be user-friendly to allow a change of the date interval and accept that the price history is adjusted.

The system has been changed to always allow change of the sales price “To date”, even when the functionality for Short term pricing is activated. This change has been implemented for both Item sales prices and Sales pricing methods.

To avoid the possibility of creating prices with overlapping dates by mistake, a warning message will be displayed when an item sales price or sales pricing method detail with the same keys but with overlapping dates is created.

1. From Sales order type table if defined there, else
2. From Customer level

For companies running the US pharma application, a deviating MOT could be retrieved to the sales order line if a Sales MOT was defined for the Item/Warehouse combination.

With this enhancement, the manner of transport code on the sales order header will still be updated as before, but the following has been changed/added:

• The Sales MOT field on Item/Warehouse level is now always displayed and available. (Previously it was only available when the US Pharma application was activated).
• Two new levels are now available in IBS Enterprise to define an overriding Manner of transport code for Sales order lines:
  • Customer delivery addresses.
  • Sourcing policy table. A specific MOT can be defined per warehouse within each policy. If an overriding MOT is found here during sourcing, this MOT will end up on the SO line. In addition, a new field has been added (i.e. Warehouse level), allowing you to rank the warehouse within the policy as Primary, Secondary or Tertiary. If an MOT is defined for a warehouse defined as “Primary”, this MOT may be overridden from the MOT on the customer delivery address (if such is defined).

When a sales order line is created, the MOT for the line will be decided in the following priority order:

1. Sales MOT from Item/Warehouse
2. Sourcing policy/warehouse MOT, but if the warehouse is levelled as “Primary” it may be overridden from customer delivery address.
3. MOT from customer delivery address
4. MOT code from SO header

With this modification, functionality has been added for automatic calculation of Standard cost sales for items.

The set-up for this is done by entering information in the following new fields on the Item file maintenance, Inventory information panel:

SCS calculation basis

When automatic calculation of SCS shall be applied, an SCS calculation basis shall be defined. Available SCS calculation bases are:

• 1 – Average cost
• 2 – Last purchase cost
• 3 – Standard cost
• 4 – Standard net purchase price

SCS calculation type

When the standard cost sales will be calculated, it will use the defined basis and either a percentage or an amount for the mark-up calculation. The type to use is defined per item. Available types are:

• 1 – Amount
• 2 – Percentage

SCS calculation value

In this field either a percentage value or an amount value will be entered. It is the SCS calculation type that defines which one it is.

Whenever the selected SCS calculation basis gets a new value, either manually changed or in some automatic process, a new standard cost sales will be calculated. If the Cost per warehouse functionality is activated, the new SCS calculation fields will also be used to update the Standard cost sales on warehouse level.

New order lines may be created to handle, for example, additional shipping and handling fees included in the invoice.

Accounts Payable

For work centres:

• Re-create capacity
• Maintain capacity
• Change work centre capacity parameters
• Change day scheme
• Add / delete work centre restrictions

For manufacturing orders:

• Material maintenance (add/change/delete)
• Operation maintenance (add/change/delete)
• Text maintenance (header/material/operation)
• Material batch reservation
• Retrieve BOM/BOR

The following has been added in the MRP planning tool:

1. The possibility to include delivered sales order in the netting against forecast, in the current period, which means that the period’s total forecast minus the sales order in the period (open and delivered) is the remaining forecast for the period.In previous releases the forecast was re-calculated according to remaining number of days in period and netted against the open sales orders.In the current release both those “netting options” are available in the MRP batch job selection.
2. The possibility to prevent certain sales orders from reducing the forecast. This is controlled by the same field that is used for inventory control demand update, namely the Update demand data field in the Sales order type table. This Update demand data field is also used if forecast should be reduced based on the sales order or not.
3. The possibility to prevent order proposals created in past time. This is a selection in the MRP batch job selection. If selected to not create proposal in passed time, the proposal will be set on current date.

For PlannerView and role MRP some new functions have been added.

1. Functions to reschedule and delete orders, based on the reschedule proposals.
2. Function to omit reschedule proposal

Example:
Fixed set-up quantity = 10
Order quantity = 5
Component quantity = 1
Component required quantity = 15

The fixed set-up quantity on component/sub-assemblies has an impact in the following functions:

• Basic data maintenance: New field(s) in material structure.
• Product costing: Fixed set-up quantity cost is taken into account by unit.
• MRP: When lower level component/sub-assemblies quantity is calculated the fixed set-up quantity is also included.
• Manufacturing order creation: The fixed set-up quantity is added to the required component/sub-assemblies quantity.
• Project structure: New field in material structure.
• Product configurator: New field added in bill of material. In addition, the “structure unit” (unit) is also handled. Prior to this enhancement, the unit was only used for configured sales order structure. Now it is also used for normal manufactured items.

• Copy the details. When you copy a demand plan to create a new, the header is copied. Now you can also choose to copy the details.
• Remove periods. The periods are removed from the beginning. E.g., if you are copying a plan in year 2014 for periods 01 through 12 and you enter 2, the periods 01 and 02 will be removed for the new demand plan you are creating.
• Add periods. The periods are added to the end of the plan allowing you to move the plan forward. E.g., if you are copying a plan in year 2014 for periods 01 through 12 and you enter 2, periods 01 and 02 will be added to the new demand plan you are creating for year 2015.

• Economic order quantity (EOQ) = 0 by method, (i.e. the Zero EOQ field). This is typically for slow moving stock kept items. However you do not want to set EOQ = 0 manually (with the valid-to date), since then you have to remember setting it and taking it away when the sales drop or pick up. It would typically be defined by Movability or Volume value or the combination. In that case the normal dynamics could be used to apply an applicable method automatically when the sales pattern changes. Note: This method is not recommended to be used in combination with Purchase code = 1 (defined in IC control file), since purchase code 1 will make suggested quantity to purchase to be calculated always as 0 in this case. Instead you should use purchase code 2 or 3. The idea with this new method is to purchase the quantity that is on sales order, which will be the effect since the reorder point deviation is included in the calculation of suggested quantity when you use purchase code 2 or 3.
• Setting a minimum/maximum economic order quantity by method, (i.e. Minimum EOQ and Maximum EOQ fields). There could be times when you want the system to calculate, but you want to keep it within a certain range. Note that by setting the minimum and the maximum to the same value, the result is a hard-coded EOQ.

• sales are made on a seasonal basis, and the sales are significantly higher compared to the replenishment capabilities (i.e. depending on the required workload, sales could exceed the capacity for the period (e.g., during the summer months)).
• working with budget as a Demand plan for next year’s forecast, and the budget forecast has not yet been accepted as next year’s forecast. (The Demand plan must update the Inventory control forecast before the Supply plan can be created based on the Inventory control forecast). Prior to the new functionality, the inventory control “live forecast” needed to be updated with a budget forecast that had not yet been accepted as next year’s forecast.

Production (or purchase) can now be done in advance to balance the sales forecast and the replenishment requirements allowing you to have an accurate picture of the stock level. To meet the sales order (forecast), you now have the following two possibilities:

• Use a Supply profile
  or
• Adjust the sales forecast X periods back in time

(The Supply profile and Supply adjustment fields have been added to the Item file/Inventory management panel.)

The forecast adjustment can now be done within the Supply plan. When the sales forecast has been retrieved into the Supply plan, the supply quantity is created based on the yearly sales forecast according to the Supply profile set-up if a Supply profile exists for the item. If the item has a Supply adjustment (number of periods) defined, the supply quantity will be “moved” X number of periods.

In addition, prior to these enhancements the Supply plan could only be created from the Inventory control forecast. Now it is also possible to create the Supply plan directly from a Demand plan (new feature).

• If a Supply plan is created from an Inventory control forecast, the sales forecast is retrieved from the Inventory control forecast and put in the Supply Plan (period by period). The Supply quantity (production forecast) is calculated according to the supply profile or supply adjustment and the yearly forecast is then used for creating period supply plan quantity (production forecast). The Supply plan will keep track of how much of the stock is “reserved” for future sales orders by saving historical values in the Supply plan (save previous periods).
• If a Supply plan is created from a Demand plan, (as it should be on a yearly basis in order to calculate Supply quantity in the same way as when created from Inventory control forecast), the Supply plan will keep track of how much of the stock is “reserved” for future sales orders by saving historical values in the Supply plan (save previous periods).

Note: The reserved quantity is calculated according to the supply profile/adjustment in the same way regardless if the supply plan is created from Inventory forecast or a Demand plan.

The Supply forecast is used as input to the MRP and when the item/warehouse has been defined with a Supply profile or Supply adjustment period(s), the MRP calculation uses the production forecast in passed time (calculated by supply plan) as the initial forecast as “reserved stock” to be used for future sales, presented as “reserved forecast” and “Res net forecast”. The “Res net forecast” is the adjusted figure based on “reserved forecast” minus sales order in passed time.

When the MRP calculates the proposals the input as initial “stock” is quantity on hand – safety stock – Res net forecast.

• Safety stock (SST) defined in number of days forecast by method, (i.e. the Safety stock days field). Typically the requirement could be “I want to keep two weeks of forecast as the safety stock”.
• Safety stock = 0 by method, (i.e. the Zero safety stock field). This is typically for slow moving stock kept items. However you do not want to set SST = 0 manually (with the valid-to date), since then you have to remember setting it and taking it away when the sales drop or pick up. It would typically be defined by Movability or Volume value or the combination. In that case the normal dynamics could be used to apply an applicable method automatically when the sales pattern changes.
• Setting a minimum/maximum safety stock quantity by method, (i.e. the Minimum SST quantity and <b fields). There could be times when you want the system to calculate, but you want to keep it within a certain range. Note that by setting the minimum and the maximum to the same value, the result is a hard-coded SST.

• The possibility to process credit orders for SCS and Logistic SCS inventory contracts.
• The possibility to run a quality control for SCS and Logistic SCS inventory contracts.
• The possibility to run an ownership takeover for batch controlled items on SCS and Logistic SCS inventory contracts.
• The possibility to use Inventory contract number and inventory contract type as sales pricing keys in pricing.
• New CR-CMIOO (Credit control, incl CMI in Oo) function control. This is valid for SCS-, WDS-, and WBS inventory contracts. If this function is activated, the open sales order balance will be totaled for all orders for the customer, including those with an inventory contract defined. If this function is not activated, sales orders for any inventory contract will be excluded from the total open sales order balance calculation.

As well as the following:

Multiple reception handling

The new CMI-MULT (CMI Multiple reception) function in the Function control file allows you to control the handling of multiple receptions. If is valid for CDS-, SCS-, Logistic SCS-, WCS-, and WDS inventory contracts. To initialize a contract line for these types of inventory contracts a “supply” needs to be performed. This function controls if multiple supplies (receptions) are allowed. It works as follows:

If you activate this function, and:

• a contract quantity is defined for the contract line, you will be able to initialize the same inventory contract line multiple times but you are limited by the line quantity (i.e. the summarized quantity cannot be higher than the contract quantity limit). You will also be able to increase the contract quantity when needed and then perform a “supply” to initialize that increased quantity.
• a contract quantity is not defined for the contract line, you will be able to initialize the contract line multiple times; you are not limited by the line quantity. In other words, you will be able to constantly supply the line as needed.

If you do not activate this function, and:

• a contract quantity is defined for the contract line, only one reception will be allowed for the inventory contract line to initialize the line. Hence, if the entire contract quantity is not received you will not be able to perform another “supply” to receive the remaining quantity. In addition, you will not be able to increase the contract quantity.
• a contract quantity is not defined for the contract line, you will only be able to perform a “supply” once to initialize the line.

Batch handling

The new CMI-BATH (Batch handling) function in the Function control file allows you to control the handling of batch controlled items during reception and picking. If this function is activated, the system will control and validate the matching between an Inventory contract line and a Batch number, i.e. each batch must be attached to a unique Inventory contract line during reception of goods on the line as well as during the picking of a batch on the line. In other words, there will not be any possibility to receive or pick two different inventory contract lines with the same batch number.

If that function is not activated, the system will not control the matching between an Inventory contract line and a Batch number. The user will be able to receive/pick items with the same batch more than one time (as new lines) for one inventory contract.

Sales restrictions

Sales restrictions can be set up to restrict the sale of either certain items, or to certain customers for an inventory contract.

Authority control

Authority control can be implemented on the following:

This is achieved by the addition of the following:

• A new AUTOBPN (Auto gen business partner no) function control.
• A new pre-loaded AUTOGEN group which holds a NUMBER (Extended number series) Level with a Key for BP_NUMBER in the Default and replacements table. You must add an extended number series for the business partner number generation in the Extended number series table, and then enter that extended number series code in the Character value field on the Default and replacements, Level keys panel for this group/level/key.

When the AUTOBPN function control is activated, the next business partner number in the series will automatically be generated when manually creating new business partners. If you use the new Business partner copy process to create business partners, you must click the Next business partner function key on the new Work with business partners, Copy panel to automatically generate the next business partner number.

• L – Long alphanumeric field (36 characters)
• D – Date

Existing data type for “Numeric” has been changed to allow larger numbers. All panel fields for numeric values have been extended, making it possible to enter up to 18 digits where up to 9 of these can be decimals.

It is now mandatory to define a validation table type for the business partner attributes validation tables. This makes it possible to enter values for all existing business partner attribute template field types. Another change to the business partner attributes validation tables is that it is now possible to refer to a physical file or to a specific validation program.

The Attribute search functionality is now also available for business partner addresses, i.e. you can define business partner search attributes for BP addresses.

In addition, the following new fields have been added to the detail level of the Work with contacts panel, and are selectable UI columns. For the first four mentioned fields listed below, you can now choose to enter that information on Work with contacts level or via the client type information on the Client parameters panel (accessed by clicking the Clients option). If you add/change/delete a record directly on Work with contacts level it will be added/changed/deleted for the client type in the Client parameters.

• Phone number (client type = *PHONE)
• Fax number (client type = ACCEFAX)
• Cell phone number (client type = GSM)
• E-mail address (client type = ACCEMAIL)
• Role
  This field is only displayed when accessing the Work with contacts panel from the Business partner file maintenance, Contacts panel, and denotes for what type of role the contact is connected to the business partner. A new pre-loaded role (*BPCONTACT) has been created and can be used for new contacts. If a role ID has been defined in the Character value field for the PHONEDFT group/DEFAULT level/ROLE key in the Default and replacements table, then that role will be defaulted in this Role field when in Add mode, but can be changed.

Functionality has also been added to automatically generate the Contact ID when creating a new contact from the Business partner file maintenance, Contacts panel (accessed via the Contacts tab). The contact ID will automatically be generated when adding new records via that panel if an extended number series has been defined in the Character value field for the AUTOGEN group/NUMBER level/CONTACT key in the Default and replacements table, but can be changed.

• • A new Copy option has been added on the initial panel.
  • On the new Work with business partners, Copy panel, you have the possibility to select the template that you want to use for the copy, and enter the new business partner code that you are creating.
  • On the new Copy, template usage panel, all panels for the selected template are displayed in the Description column in the same sequence as that set up on the template. For each panel you can decide in the Usage column if:
    • Original values from the “From” business partner shall be copied.
    • Template values shall be copied (i.e. field values from any default setting in the template).
    • No values shall be copied.

An equivalent decision regarding what data you want to copy (i.e. Original values or No values) can be made for the following:

• • Struct (Structure) for the Customer/Supplier structure information (depending on if the Business partner is a customer or supplier).
  • Cont for the Contacts.
  • Buy grp (Buying groups) for the customer file.
  • Dest (Destinations) for the address file.
  • Days (Reception/Dispatch days depending on if the Business partner is a customer or supplier) for the address file.
  • CMI (Inventory contracts) for the A/R basic data.

It is now possible to Add, Change, Delete and maintain texts on the different contacts. All contact information is shown on one sub-file line.

• When adding a new contact all information for the contact can be added on one panel. The contact Id can be auto generated if pre-loaded AUTOGEN group holds a NUMBER (Extended number series) Level with a Key for CONTACTS in the Default and replacements table. You must add an extended number series for the Contact Id generation in the Extended number series table, and then enter that extended number series code in the Character value field on the Default and replacements, Level keys panel for this group/level/key. Note that auto generation of contact Id is available only when creating contacts from business partner maintenance.
• When adding new contacts from business partner maintenance a role must be entered, this is to make it possible to add contacts for different purposes like Marketing, Authorization issues etc.
• Existing contacts can be activated for a business partner. This is done by selecting the Activate contact function key. Role for this contact will then be set to defined role in pre-loaded Default and replacement group PHONEDFT, level DEFAULT and key ROLE. A new pre-loaded role *BPCONTACT can be used for this purpose.

Functionality has been added allowing the user to change/override more values for these jobs at execution/order time. This is controlled via the new Activate override batch jobs program, which is accessed via the Enquiry program function (by connecting that program to one of the F13 to F24 function keys, or the Enquiry program selection). You activate the override by setting the Activate flag to YES in this program. The activation is per user and IBS Enterprise company. Once activated, the activation remains until the user “Deactivates” the functionality by setting the Activate flag to NO. This is done either via the Activate override batch jobs program, or when submitting the batch program.

When activated, the Override batch jobs panel will prompt after pressing Enter on the last selection panel before the job is submitted, where you will be able to change/override values such as:

• Job name
• Job queue
• Job priority, on JOBQ
• Schedule date
• Schedule time

The values are loaded with values first from entered values in the start program; secondly based on the setup in “Job Control” (if any exists); else with defaults like *CURRENT or *JOBD (exception is Job name where it will use any existing Job name value in Batch program table before *JOBD).

1. Function key (F7) to show only detail lines for versions.
2. Function key (F8) to expand all for versions.
3. On detail lines columns for key value and key description (see 4+5)
4. Column heading for key value changed to use key no text.
5. Added columns for description of key value.
6. Level (sequence) indicator on version lines.

C_DEB_L1
C_DEB_L2
C_DEB_L3
C_DEB_L4
C_DEB_L5
CODA_DEL
CODA_DUM

This file is a legal requirement in France.

The FEC list can be printed with G/L, A/R and A/P information but only G/L information is created in the FEC file.

“Analytical info” for G/L prints more information if selected.

“Create FEC file” can only be selected if:

• Opening balance is selected
• Summarise is not selected
• Analytical info is not selected

The FEC file is created on IFS with extension .CSV

The withholding tax is a form of payment used mainly for professional collaboration and subordinate employment relationships, in short, is a deduction from the compensation which is paid by the person who makes use of job performance (tax withholding), to the person who made the performance (percipiente).

The withholding agent, in particular, must pay to the Treasury the withholding tax by using the F24 module within the 16 day of the following month of payment.

By 28 February the following year, in addition, the withholding agent is obliged to send to the consultant (percipiente) the certificate confirming that the payment of compensation and withheld. The certification must bear an indication of the data of two subjects, the nature of the fee, the total amount paid and the various withheld and paid. The certifications must be done by the withholding agent using the model 770.

As for the rate to be applied to withholding tax, this is equal to 20% of taxable income for self-employment, while the rate is 23% on 50% of the base of commission paid to agents, sales representatives and other intermediaries. Of course there are other cases according to the different consultants.

FINSTDUM
IFSARPAY
NR_RABOB
REL_CODE

Information such as DEA certificate and Expiry date is mandatory on this panel, also a DEA drug schedule can be added. This drug schedule holds the Narcotics categories that the customer is allowed to buy.

It can also be defined if a State control permit is required, and if so then State control permission and the expiry date is required.
Since a customer can hold several addresses, one of them can be set as default DEA address. This address will be used as Dispatch address for sales orders if, for example, the DEA certificate is expired for the customer defined dispatch address. This is validated during sales order entry.

The Default DEA address is shown on the Business partner maintenance, Customer file panel.

The plug-in program you choose could be for any purpose. An example is for Controlled Substance Monitoring.

To set up and run this functionality you must activate the following applications:

• PHA (IBS Pharma)
• US (US modifications)
• UPH (US Pharma)