Passport Version 12.03 Enhancements – Part 2
Continued enhancements…
Order Entry
In Order Entry you can now immediately print the invoice after selecting an order for billing.
In order to provide additional security, there is a new option to limit certain users from deleting orders in Orders (Enter) and Billing (Select for billing).
On the PBS graphical mode screen you can now access the A/R View Invoice History from O/E View Invoice Screens from the Options tab.
When designing a form, there is now an option to include the extended weight. The extended weight is the weight for one item times the number of items shipping.
In order to save time, a new "F7" = Ship in Full" function key option has been added to the Select for Billing, Line item selection window.
Payroll
A newly designed windows graphical Payroll check and Direct Deposit mailer format allows for expanded pay details on the check stub. The payroll check prints at the bottom of the page and the upper third of the page is the stub. The improved check stub format provides additional space for printing more deduction information in a clearer, easier-to-read manner.
Direct Interface to Check Reconciliation. When interfaced to Check Reconciliation you now have the option to automatically post payments to the Check Reconciliation checkbook.
A new IDES State of Illinois Report is provided to comply with the Illinois Department of Employment Security. This is a modified version of the Payroll Employee history report.
To make positive pay more flexible and to comply with requirements for more banks, Passport now allows the employee name to be formatted in different configurations for the positive pay file.
To comply with ACA mandated larger insurance premiums, the Employees W-2 ins premium field was expanded from a maximum of $9,999 to $999,999. This same expanded field is used for year-end reporting.
Point of Sale
Passport has added the Sales Rep number as the column heading to the transactions look-up.
PBS Manufacturing – Inventory Management
Newly added is the physical inventory function of "Freezing" the inventory when it’s time to take a physical inventory. This will allow more time to reconcile inventory while not holding up daily transactions.
An option to the Costed inventory status report to net negative values against the positive values to show a more accurate number when comparing to the G/L at month’s end has been added.
Shop Order Traveler is an enhanced version of the Shop Order Pick List which is a list of items required to manufacture the product being made on a shop order. The information provided on the Pick List includes basic Shop Order information, a list of components and the total quantities required, as well as shop order comments. This report is also available in Shop Floor Control (S/F).
Post Stockroom Counts allows posting in the correct period, as there is often a delay between the time that inventory is counted and when the results are posted.
If you would like more information on this update, please contact the CCS Retail Systems Support Department.
– John