What is New in Version 1.30

Caliach Vision V1.30 operates with Omnis Studio V3.21 or greater (V3.3 minimum if you want to use the Omnis Data Bridge).

Summary of adjustments you may want to make to your converted data

File -- System Manager -- Company Details

The Descriptions tab pane have new User Defined Field Descriptions. These will be set to default values which you may want to change.

File -- System Manager -- Index Codes

Incoterms are new. These will be set to default values which you may wish to change.

File -- System Manager -- Privileges and Settings

Menus items that have been added are:

  1. Process -- Inventory -- Print Stock Transfer Reports
  2. Ledgers -- General Ledger -- Review Accounts Structure Tree
  3. Marketing List Options -- Mass Change

Window Tab Panes that have been added are:

  1. Parts Costs History Log Listing
  2. Sales Commissions Review (Reverse Postings Pane)
  3. Credit Control Memo Review
Fields you may want to populate
  1. Parts
    1. Purchase Users
    2. For Supplies MRP will order PO Kits
  2. Work Centres
    1. Default Job Margin %
  3. Customers
    1. Default Incoterm and place
    2. User Fields 1 to 4
  4. Additional Addresses
    1. Default Incoterm and place
  5. Delivery Details
    1. Default Incoterm and place
  6. Suppliers
    1. User Fields 1 to 4
  7. Sales Orders
    1. User Fields 1 to 4
    2. Incoterm and place
    3. Line item Reference
  8. Jobs
    1. User Fields 1 to 4
    2. Incoterm and place
  9. Purchase Orders
    1. User Fields 1 to 4
    2. Incoterm and place
  10. Work Orders
    1. User Fields 1 to 4
Options Added

The following options have been added. For a full listing see the Program Options Listing window topic.

Name

Privileges

Description

optAcForceComments

Sy

Set to 1 or 2 to respectively warn or force a comment to be entered for an accounts transaction.

optAcForceDocRef

Sy

Set to 1 or 2 to respectively warn or force a document reference to be entered for an accounts transaction.

optAcRetroJouUsers

Sy

A comma-delimited list of user ids that have permission to create Retrospective Journals.

optCommissionRoyalty

Sy

If set to 1, when applying agents on a SO, Job or Invoice, agents entered in the PTMUSE4 parts field are added to the agent list.

optInvPrintMarkAll

T, S, Sy, U

If set to 1, when printing an Invoice it is marked as printed regardless of the report destination.

optJobInheritsUserFields

Sy

Set to 1234, or any combination, will cause those Job user defined fields to be inherited from the customer fields.

optJobNoEngChange

T, S, Sy, U

If set to 1, users will be prevented from adding a part which has Engineering-in-Progress set to a Estimate or Quotation, rather than just being given a warning.

optJobSnTracking

Sy

If set to 1, when closing a Job, any parts set to be Serial Number Tracked on dispatch (PTMSNT is set) will have a SN Tracking record created for them.

optMonitorShowPassUsers

Sy

A comma-delimited list of user ids that have permission to use the Show Password button on the Monitor window.

optNCRAutoMovements

Sy

Set of stock movement type characters that will cause an automatic Non-Conformance Report regardless of whether stock is quarantined. The following can be used in any order or number: BDHW for SO Return, PO Return, Outwork Return and Scrapped from WO.

optODBDatafile0 to 9 and A to Z

T

Omnis Data Bridge data file configuration. 0-Z alternate data files. Option value must be: DatafileODBName,KeywordODBName,IPAddress:Port,DirectPath

optPOInheritsUserFields

Sy

Set to 1234, or any combination, will cause those PO user defined fields to be inherited from the supplier fields.

optPOJobOpUsers

Sy

List of system users permitted to add Job Operation items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.

optPONoEngChange

T, S, Sy, U

If set to 1, users will be prevented from adding a part, which has Engineering-in-Progress set, to a RFQ or Purchase Order, rather than just being given a warning.

optPONonPartUsers

Sy

List of system users permitted to add non-part items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.

optPOOutOpAllWCs

Sy

If set to 1, Work Order or Job operations can be raised on a PO even though they are not for Outwork Work Centres.

optPOPrintMarkAll

T, S, Sy, U

If set to 1, when printing an RFQ or PO it is marked as printed regardless of the report destination.

optPOWoOpUsers

Sy

List of system users permitted to add Work Order Operation items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.

optPasswordWarn

Sy

Set to the number of days (default if not set is 15) before password expiry that a user will receive a warning after login.

optSOInheritsUserFields

Sy

Set to 1234, or any combination, will cause those SO user defined fields to be inherited from the customer fields.

optSONoEngChange

T, S, Sy, U

If set to 1, users will be prevented from adding a part to a Quotation or Sales Order which has Engineering-in-Progress set, rather than just being given a warning.

optSOPrintMarkAll

T, S, Sy, U

If set to 1, when printing a Quotation or SO it is marked as printed regardless of the report destination.

optTaxOnUpliftValue

Sy

List of TaxRegime,UpliftPercent, separated by commas, of those tax regimes where the tax is calculated on the goods value uplifted by a percentage.

optWOCanAddParent

Sy

Set to 1 when you wish to permit the WO assembly part itself being added as an extra part to a Backflushed WO. This provides for partial re-processing.

optWOInheritsUserFields

Sy

Set to 1234, or any combination, will cause those WO user defined fields to be inherited from the assembly part fields.

optWOPickPrintMarkAll

T, S, Sy, U

If set to 1, when printing an WO Picking List it is marked as printed regardless of the report destination.

optWOPrintMarkAll

T, S, Sy, U

If set to 1, when printing an WO it is marked as printed regardless of the report destination.

optWOShopOpOutSeq

Sy

If set to 1, users will be permitted to record work order operations out of sequence in Shopfloor Data.

optWOShopReceive

T, S, Sy, U

If set to 1, users with appropriate privileges and posting final operations in Shopfloor Data and Work Tracking will be automatically presented with pre-loaded WO Receipt windows.

optYesNoStrSwap

Sy

A comma-delimited list of String Numbers for yes/no and no/yes messages that should be reversed from their standard defaults within the program.

Feature Enhancements

Generic Headed List object printing and data export (F0139)

All headed lists throughout the system now can have a context menu to print a generic report of the list visible contents or export the raw underlying list data.

Universal custom report implementation (F0140)

All code for printing of reports has been rationalised and custom report classes can now be substituted (regardless of having a formal type) using the standard class name as the Report Type in the Custom Reports tab pane in the Settings window. You can also substitute substituted reports using their class name. This obviates the need for the Rename to: MyClass syntax when populating a ProgCode.usa file.

Populate ScratchPads from data selection (F0141)

To extend the usefulness of ScratchPads a number of quasi-reports have been added to 'Load ScratchPad with Parts/Customers/Suppliers Encountered'. Included are Sales order items, sales history, purchase order items, purchase history, work orders, work history, shortages, jobs, job items, job bookings and stock history.

Feature Enhancements business value per year added (F0142)

Additional currency and business value per year fields have been added to the Program Enhancements window and database so that enhancement requests can be valued by the requester. For more details see the Program Faults, Feature Enhancements, Requests and Reports Maintenance window.

Capacity Planning work order list to include hours (F0143)

Total planning hours have been added to the pop-up work order list window in capacity planning work centre loading. For more details see the Work Orders window.

Part costing to offer multi-level cost roll-up (F0144)

The part costing window that opens when you 'Update Costs' now has a Re-calculate Costs Multi-Level button function that will re-cost all lower-level parts and present a new current cost for the part. Lower-level items are permanently re-costed during the process. For more details see the Part Costs Update window.

Parts cost history in graphical form (F0145)

Part cost history now has a graph tab pane which shows cost change. For more details see the Part Costs History Log Listing window.

Process route maintenance improvement (F0146)

If you add a process route operation but forget to set a work centre you will be provided with a warning. For more details see the Process Route Maintenance window.

Goods inwards automatically adding the item line number Tracking Reference (F0147)

On Goods Inwards with multiple Tracked Parts on a single PO and a single supplier Delivery Note. Automatically the line item number will be added to the history reference to make a unique history reference, which is required when "Tracked parts must be given a unique history reference" is checked in the system preferences. For more details see the Goods Receipt from Purchase Order window.

Deleting the last item on a PO optionally deletes the entire order (F0148)

When you delete the last line item from a PO you are asked if you would like to cancel the order. For more details see the Purchase Order Line Item Maintenance window.

Work Order Receive window improvement (F0149)

The List All Work Orders function on the WO Receive window now only lists those work orders that have a quantity that can be received. For more details see the Receive Work Order Assemblies from Production window.

Serial Numbering on Goods-in (F0150)

Part description has been added to the SN window to aid recognition. For more details see the Serial Number Creation on PO Receipt window.

PO Receive Delivery Note reference field (F0151)

Entering a supplier's Delivery Note number in the reference field copies it only to other lines which can be received. For more details see the Goods Receipt from Purchase Order window.

Option to mark documents as printed regardless of destination (F0152)

Option has been added which forces the document printed flag to be set regardless of whether they were printed to the printer as opposed to the screen. Separate document system options are: optInvPrintMarkAll, optPOPrintMarkAll, optSOPrintMarkAll, optWOPickPrintMarkAll, optWOPrintMarkAll.

Sales Order - Customer Parts details change (F0153)

When you edit a SO line item and you click "Customer Parts Details" to go edit the customer part. Having edited the part you come back to the SO your changes are now incorporated into the SO line item. This behaviour is consistent with what happens on a PO with purchase parts. The item is updated, if selected in the list, and you are warned to either save or revert.

Process Route maintenance list to show standard texts (F0154)

Process Routes operations list now shows standard texts, in the absence of any normal instructions.

G/L Tree Structure drill-down enhancements (F0155)

The following enhancements have been made to the G/L Review Accounts Structure Tree: - 1. One extra level of drill-down, to split account groups from cost centres, so that when you first drill-down on the report line you just see the account group totals (first 6 digits) and if you drill-down once more you would then see the results for any individual cost centres using that account. 2. One extra button on the bottom, for calculate all lines. For more details see the General Ledger Account Structure Tree window.

Sales dispatch window - edit Ship/Packing details (F0156)

There is now a button on the sales dispatch window that enables you to change/enter the shipping/Packing details for the dispatch. For more details see the Sales Order Dispatch and Bonding window.

Work Order Kitting for optional quantity (F0157)

On the WO kitting window the "Full Issue" button has been replaced by a "Issue this many" button and a quantity that defaults to the WO quantity. This enables you to partially kit an order, leaving the balance kit as shortages. For more details see the Work Order Kit and Item Issue or Return window.

Capacity Planning work centre chart improvements (F0158)

Additional slider controls have been added to the Capacity Planning work centre loading graph and Financial Planning cash flow graph so the user can control the start date and period of the graph display. For more details see the Work Centre Loading Chart window.

New Parts post-entry oCustom1 feature (F0159)

An additional oCustom1 method $NewPartRecordSave has been added which enables fields to be checked for valid data.

System Level Option for Ledgers Posting Warning/Stop (F0160)

System options have been added, optAcForceComment and optAcForceDocRef, such that any attempted ledgers posting that does not have a comment and a reference generates a warning, and/or prevents posting.

Option to record serial number tracking event on job completion (F0161)

A system option, optJobSnTracking, has been added, that when set, records a serial number tracking event on completion of a job when a part has been issued on a job that is tracked on issue.

Dispatch of sales order kits (F0162)

When dispatching a phantom kit item, it is now not possible for you to dispatch kit items without dispatching a kit quantity.

Workflow Trigger Additions (F0163)

Additional workflow triggers have been added for: P O Receipt of Outwork Item, Create a Part, Create a Customer, Create a Supplier, Create a Marketing record and create a new G/L account. For more details see the Workflow Trigger Alert Maintenance window.

Credit Control Memos now have a Status which can control payment (F0164)

Ledger transaction Credit Control Memos now have a status attribute that can be set to Approved, Awaiting Approval or Permanent Bar. Debits that are not set to Approved can not be paid from the A/P Review Overdue Payments window. In addition, when entering an A/P Invoice, you can now create a credit control memo at the time. For more details see the Credit Control Memo Set window.

A/P Overdue Payments - Access to Credit Control Memos (F0165)

A/P Overdue Payments has been enhanced to show any Credit Control Memos and to reflect their status. There is a new Can Pay column which reduces any payment amount by any value subject to unapproved memos. For more details see the Overdue Supplier Accounts window.

System options for other documents similar to optWoNoEngChange (F0166)

System options have been added to prevent parts being added when subject to Engineering Change-in-progress. optPONoEngChange for POs, optJobNoEngChange for Jobs and optSONoEngChange for Sales Orders.

Force user password change (F0167)

A user can now be given a Password Validity Days value that will force the user to change their password at regular intervals. There is a new system option optPasswordWarn in which you can set a number of days prior to expiry that the user will receive a warning. For more details see the Privileges and Settings window.

A/R Print Remittance Advice Note (F0168)

You can now print a remittance advice note for a customer payment in the same way as currently available for a supplier.

Alternative Find approach without clearing last record (F0169)

A new setting has been added to the Defaults tab pane of the Settings subwindow (User Preferences and Privileges and Settings) which controls whether data is cleared from a window when a Find is initiated. For more details see the Settings Maintenance Subwindow window.

Part Global Changes added fields (F0170)

Part type and ABC code can now be changed in Parts Global Changes. It will not change part type to or from 'P' or 'O'. For more details see the Parts Global Changes window.

Purchase Phantom Kit behaviour (F0171)

The treatment of Phantom type parts when on a Purchase Order has changed. A 'P' type part on a PO is now a Purchase Kit. When the kit is received it's components are actually received. Costing of components is based on a distribution of the kit cost. Purchase history records the kit receipt but inventory records the component receipt. A new part attribute of 'For supplies of the part MRP will order PO kits' has been added. This controls whether demand for the part will load MRP recommended supply of the kit. An MRP control has been added to the MRP Process of 'Do not consolidate into PO kits. For more details see the Purchase Order Line Item Maintenance window. For the full implications to MRP see the Treatment of Purchase Order Kits section in the MRP Menu topic.

Return to supplier standard text (F0172)

Return to supplier now has the ability to add standard purchase text to the comments for the return note. For more details see the Goods Return to Supplier window.

User defined fields added throughout (F0170)

Customers, Suppliers, Parts, Sales Orders, Jobs, Purchase Order and Work Orders and history all now have 4 user-defined fields in the same way as the ad-hoc part fields. The company details Discounts tab has been changed to Descriptions and now contains a user description for each of these user-defined fields. There are now 4 system options which determine whether and which fields are inherited on the documents from the master records: optJobInheritsUserFields, optPOInheritsUserFields, optSOInheritsUserFields and optWOInheritsUserFields. All history fields inherit the values from the document.

Supplier Minimum Order value (F0174)

A supplier minimum order field and minimum order rule fields have been added to suppliers. If a value is entered, the user is warned with a message containing the Rule when a PO is raised, and then when saved for a value below the minimum. For more details see the Supplier Maintenance window.

Unchanged stocktake items (F0175)

When entering stocktake results, you can now Mark Records as Processed which is recorded and will be seen in a later session. For more details see the Stocktake Results Entry window.

Sales quotations - ability to renumber lines by drag-and-drop (F0176)

You can now re-number quotation lines by dragging-and-dropping a line up or down in the list - but only if the list is sorted by line number. For more details see the Sales Order Line Item Maintenance window.

Sales order and history report enhancements (F0177)

Improvements and extended search and sort options have been added to Sales Order Item and Sales History selection and print windows. You can now search/sort by country, index codes and quotation dates. There is also a new sales history report subtype for Sales Order and Quotation Analysis for period and over 12 months that views both orders and history in one report. For more details see the Sales Order and Quotation Reports and Sales Dispatch History window.

Sales Order item reference field added (F0178)

Addition of a reference field for sales order items which may be used to report on.

SFDC - option to allow WO OP loggings out of sequence (F0179)

A system option, optWOShopOpOutSeq, has been added to enable the recording of operations before previous ops are logged.

SFDC - WO receipt on last operation completions (F0180)

An option, optWOShopReceive, has been added which, if set, will cause the system to automatically offer WO completion or backflush on any completion, part or full, of the last operation in the process route.

Purchase Order Item Limit Users (F0181)

A part field has be added which can contain a comma-separated list of user IDs who are permitted to add that part to a purchase order. The field has also been added to part global changes. For more details see the Part Maintenance window.

Options to control users purchasing non-part items (F0182)

Three system options, optPONonPartUsers, optPOWoOpUsers and optPOJobOpUsers, have been added in which you can set a comma-separated list of User IDs who are permitted to add non-part, WO Operations and Job Operations to purchase orders.

Active Options report and Options can now have a comment (F0183)

There is now an Active Options report available from the System - Options tab pane in Privileges and Settings which lists all options associated with your site setup. Options can now have comments added to the value using the syntax "optName=Value ;;Comment" the space and two semi-colons must be used to separate the comment from the value. Comments are useful as an aide memoir of why you added them. For more details see the Settings Maintenance Subwindow window.

Batch number now available on historic Goods Received Note (F0184)

Printing a GRN after the receipt session now picks up the batch number of batch-tracked parts.

Stock Transfer Print Reports function (F0185)

A new Print Stock Transfers Function has been added to the Inventory menu which enables full listing reports for stock transfer data. Custom report type TRS. For more details see the StockTransfer Reports Selection window.

Marketing mass change additions and list change feature (F0186)

Information and callback date has been added to the mass change of index codes and flags. In addition, there is a new list menu feature that applies the change to selected list lines. For more details see the Marketing Mass Change window.

Supplier Turnover Standard Report (F0187)

A new sub-type report for A/P Statements and Reviews has been added to provide for Supplier Turnover reports. For more details see the Supplier Statement and Report Options window.

Job Line items - adding margin to operations (F0188)

A field has been added to the work centre to hold the default margin on job operations for that centre. This migrates onto jobs when the work centre is selected for an operation. For more details see the Work Centre Maintenance window.

NCR Creation on Movement Code - new codes to activate (F0189)

A NCR (Non Conformance Report) has hitherto only been triggered by quarantining stock. A new option, optNCRAutoMovements, has been added to extend automatic NCR generation to other stock movement types. It can be given the value of any or all of the characters ADHW, representing Sales Return, PO Return, Outwork Return and WO Scrapped.

Option to place work operation on outwork (F0190)

Unless a work centre is an outwork centre it was not possible to order it on a PO. This prevented, outwork of normally in-house operations for overload reasons. An option has been added, optPOOutOpAllWCs, which, when set, permits PO Outwork operations for non-outwork operations. Costing is unaffected by these PO items and capacity planning ignores them in normal make-to and loading lists and reports.

Incoterms trading codes and places added throughout (F0191)

Incoterms are internationally agreed terms of trade and comprise of a code (e.g. FOB, EXW, CIF etc.) and a place or port name. Incoterm definitions have been added to Index Codes. On the sales side Incoterm and Place fields have been added to Customers and Additional Delivery Addresses, then Sales Orders and Jobs and then Dispatch Notes/Invoices. On the purchase side, Incoterm and Place fields have been added to Delivery Details, then Purchase Orders and history. For more details see the Index and Other Code Maintenance window.

BoM trial kitting - load from Job or Estimate option added (F0192)

Addition of a function to load a job or estimate into the trial kit function. For more details see the BoM Trial Kit Parts Setup window.

WO Available to Kit function - jobs added to demand (F0193)

Unissued job line items have been added to the Work Order Available to Kit function. For more details see the Work Order Available-to-Kit Options window.

Job Invoicing - applying stage payments (F0194)

A 'Stage Payment' button has been added to the general invoicing tab which brings up a window in which you can setup proportions of the job sales value which can then be applied as invoice lines. For more details see the Job Stage Payments window.

Stock Rotations over Period report added (F0195)

An inventory rotations (turns) over period report has been added to Inventory History reports.

Serial Number separate references for kitted-to and make-on WOs (F0196)

Serial number records did have only one reference field for both kitted to work orders and when made on a work order. There are now separate fields that distinguish whether the serial number was assigned at the time of receiving a work order (i.e. for the assembly) or assigned to kit components issued to the work order. For more details see the Product Serial Number Maintenance window.

Serial Number assignment on Dispatch and Issue (F0197)

It is now possible to assign multiple-serial number selections to lower-level components in a serial number structure by drag and drop. Serial numbers will be mapped in the order of the serial number list onto the original underlying assignment (I.E. in the order of the dispatch lines or kit issue). For more details see the Serial Number Assignment window.

Serial Number assignment - ability to de-assign with delete key (F0198)

Having made an assignment in the item list, you can remove the assignment using the delete key - the next available will then be selected. For more details see the Serial Number Assignment window.

Mac OSX and Linux server support with Omnis Data Bridge (F0199)

Support for Mac OSX and Linux servers with cross-platform or mixed protocol workstations are now supported using Omnis V3.3 and the Omnis Data Bridge.

Yes/No and No/Yes messages - option added to reverse program default (F0200)

A new option, optYesNoStrSwap, has been added which can contain a comma-delimited list of String Numbers for yes/no and no/yes messages that should be reversed from their standard defaults within the program.

See also: -

Compiled in Program Version 5.04. Help data last modified 31 Dec 2014 01:01. No class.