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Expertise.LAN Version Enhancements
Bookmarks on this page: Expertise.LAN
Version6.1 Enhancements, Expertise.LAN
Version 6.0 Enhancements, Expertise.LAN Version 5.5
Enhancement Overview, Version 5.0 Enhancements.
Expertise 6.1 contains an extensive number of features and enhancements
that are listed below.
- PC
- PC now allows changes to projects that have been started.
- PC now can create POs by a range of Projects and/or Phases.
- PC allows a “Move to History” for closed Projects and Estimates.
- PC provides a “Purge History” option for Projects and Estimates.
- 6.1 Project Costing reports include:
- Project Costs by Date.
- Project Changes Listing
- Project History Listings
- PC has a decimal preference setting for quantity and money.
- PC has a change project setting for users and/or system-wide.
- AP has a setting to suspend posting of individual batch entries.
- AR
- AR has a preference to allow edits of SO batch entries.
- AR open item screen has been increased to 5,000 lines.
- GL batch entry screen has been increased to 5,000 lines.
- PO
- PO has multi-currency functionality posting to AP and GL.
- PO has a preference to auto suspend entries created in AP.
- IM
- IM has an inventory on hand reconcile function.
- IM items store a “More Info” URL address for e-Commerce links.
- IM items store a “More Info Picture” for JPG and GIF files.
- RW has the ability to specify unique file names for printing to file.
- SO
- SO orders contain user-defined fields with E-Commerce linkage.
- SO orders contain storage of the E-Commerce referral URL.
- SO has multi-currency functionality posting to AR and GL.
- E-Commerce allows replacement HTML templates.
- Payroll has enhanced W-2 form printing for boxes 11 and 13.
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AP
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Batch Lookup by Vendor or entry order
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VCR buttons to scroll through batch entries
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Auto numbered voucher
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Select individual voucher for payment
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Defer individual voucher for payment
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Select vouchers by payment group
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Select non contiguous vendors
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Automatic clearing of selection and/or deferrals
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Override calculated discount at any point
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Edit / print checks in vendor number, name, or alternate key order
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Store one-time vendor payment and invoice information in history file
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Store audit ID for all posting
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Generate audit log to disk for all posting registers
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Deferrals of recurring entries
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Select recurring batches by group, dates, or max uses
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Post individual entries in recurring batch
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Vendor invoice increased to 20 characters
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Specify a PC phase for an invoice in AP
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Select AP checks by a project phase
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User defined pay terms
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AR
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Batch Lookup by Customer or entry order
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VCR buttons to scroll through batch entries
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Store audit ID for all posting
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Generate audit log to disk for all postings
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Select recurring batches by group, dates, or max uses
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Deferrals of recurring entries
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Post individual entries in recurring batch
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Distribute non-AR cash receipts to 20 accounts
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Use Standard JE allocation tables for non-AR cash distribution
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Capture SO notes in AR invoices
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Enter Notes for AR invoices
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Enhanced AR invoice line item entry window
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Posting register for AR deposit posting
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Deferred revenue recognition option for contracts
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AR account by customer
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Reverse a posted cash receipt
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View invoice description in cash
application window
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Apply cash receipts and invoices in the AR cash receipts window
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Specify a project phase for an invoice
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View cash receipts by invoice date, due date, or class
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Apply cash receipts proportionally per AR invoice line or to oldest due
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Associate a class with an invoice
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Specify a PC phase for an invoice in AR
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User defined pay terms
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Assign a consignment vendor and consignment percentage to an AR item
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Generate an AP voucher for consignment payments
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GL
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Batch Lookup by Batch Entry Description or entry order
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VCR buttons to scroll through batch entries
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Store
sub ledger audit ID for all posting
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Generate audit log to disk for all posting registers
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Deferrals of recurring entries
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Select recurring batches by group and/or cut off date
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Post individual entries in recurring batch
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Auto reversing accrual entries for batch and recurring transactions
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Compress GL transaction file using GL account compression code
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Create and store GL audit ID for all posting
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Apply GL financial statements to a range of accounts
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IM
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Batch Lookup by Batch Entry Description or entry order
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VCR buttons to scroll through batch entries
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Store audit ID for all posting
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Generate audit log to disk for all posting registers
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Posting register for IM transactions
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Cost layers increased from 20 to 80
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Zero cost
withdrawal error checking
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Price
override flag per item
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Unlimited locations with address, contact and masking details
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Minimum, maximum and reorder
quantity per location
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100 character item description / split to 50 and 50
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Calculate stock needs and create Purchase Orders by location
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Purchase order creation
option per location per item
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Specify a location active or inactive per item
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Assign a consignment vendor and consignment percentage to an IM item
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PC
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PO
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PR
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SO
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Enhanced line item entry screen
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Display weight for line items
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Additional Description Line in SO
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Automatic reconcile back order quantity
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View HTML pages
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SY
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Ability to print edit lists to screen or select printer
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Ability to select printer at time of posting
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Report footer in report writer for summary totals
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Identify position on screen
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Add all reports to report menu
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Create a new menu option called views
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Add displayed system variable to report writer options
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Crystal Reports integration
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Larger Batch number/ sixteen characters
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Extended file
utilities -- all years for a company -- auto convert
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Auto archived audit reports option
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Hot keys throughout for all fields and buttons
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Hot key -- F9
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Select and launch hot key buttons
New features and enhancements were added to the following modules: GL, AP, AR, SO, IM,
PR, and SY.
GL
- Under the Maintenance Menu, there is a new option that enables you to Reconcile Account
Balances to GL Detail. This is a calculation window that traverses the detail records in
the GLJE file and recalculates the period balances in the GLAC file.
AP
- Separate fields have been created for the city, state, zip and country codes in all
modules. Note that existing address records still will be resident in the Address field,
but you can now expand this information to individual fields. Typically AP, AR, PO, SO,
all ship- to, ship-from areas, Company, and Payroll employees.
- 1099 Printing - Report Writer printing has been enhanced.
AR
- Preferences/Accounts Receivable Pay Methods. Three new columns have been added to the
existing Pay Method and GL Account options: Create Deposit, Deposit Journal, and an
E-Commerce check box.
- When the credit card and E-Commerce check box are enabled, the E-Commerce module will
display the credit card option. The Create Deposit and the Deposit Journal columns
determines how Expertise.LAN is going to process pay method posting. This allows you to
have different journals for different credit card types to track those transaction
amounts.
- AR/Preferences/Customers. Version 5.5 has a new field named Copy Customer No., used to
copy all the information about that customer from E-Commerce module/application into the
new customer file.
- Edit Customer/Maintenance. The default e-mail address field used for Sales Order to
notify the addressee that an order has been shipped can be changed to another reply
mechanism.
- Edit Customer/Customer/Defaults. A new option called Virtual Store is now allowed to
associate a store for a customer. This is used for pricing and also to restrict what items
a customer can see if they are purchasing using E-Commerce. New fields were added to the
Payment Group Box: expiration date, and cardholder Name. Changes/Enhancements to the
E-Commerce Button include: disable, enable option for E-Commerce use, information about
where the customer came from - i.e. The Internet, and the ability to change the password
used for customers - helpful when e-commerce customers forget their passwords.
- Cash Receipts Direct and Cash Receipts Batch in Version 5.5 offers the ability to
specify a GL Account that will be used and posted to if the cash receipt entered is either
over or under applied. If left blank, the default is set in the GL Preferences.
- IM
- Three new menu items have been added under the Maintenance/Inventory Menu: Product
Categories, Sub-categories/Values, and Master Price Levels.
- Categories, Sub-categories - Version 5.5 provides users with the ability to associate
categories with their inventory items. Each category can have up to 10 sub-categories to
further define a category. For example, with a category of product, you could have a
sub-category of color. (product color). After sub-categories are defined, the user can
then go into the Maintenance/Inventory/Product category and define item Categories. Item
categories can then be associated with items.
- Item Maintenance/Sales - there is a new button called 'Item Category'. This button
displays sub-categories in a grid. New Values for the pre-defined sub-categories can be
easily added.
- Item Maintenance/Sales -E-Commerce information has been added in the sales window. With
this addition users can restrict the item from being sold over the Virtual store site,
along with any file download data if applicable.
- Item Images - The inventory imaging capability has been enhanced for Sales Order and
E-Commerce support. One creates images and places them in a location defined by GRAPHPATH
in the RVA32.ini file. A naming convention must be followed for this to work properly.
This process allows you to define images without requiring you to maintain them in Item
Maintenance. A default viewer is provided on the Expertise.LAN V5.5 CD and can be found in
the PicViewer Folder.
- Master Price Records - As part of the Group Level Pricing enhancement, master price
records have been added to inventory. Master price records are used to define a common
price structure that can then be used to create multiple price records for inventory items
sharing inventory categories. For group level pricing, master price records must be
created and associated with virtual stores in sales order.
- SO
- Preferences - Under Shipping Controls, the 'send shipment e-mail notification' check box
has been added. When checked it generates an e-mail and sends it to the customer once the
order has been shipped and a packing list is generated. The e-mail message contains the
bill of lading, the number of boxes shipped, who it was shipped to, and the items shipped.
- Under the Maintenance/User/Menu File Security/Data Entry: a new option has been added -
Override credit card tran type. This gives you the choice to allow a user to override your
credit card transaction type.
- Sales Order/Preferences/E-Commerce - Four new choices were added to this menu: Don't
reserve Quantities for EC orders, Auto suspend EC orders, Order Notification E-mail
address, and Order Notification E-mail text. Auto suspend EC orders gives you the ability
to suspend any incoming EC orders, forcing the order to be reviewed. While the order
notification E-mail address or text choices give you the ability to notify internal email
addresses in your company that an order was placed through the site.
- Maintenance/Sales Order/Virtual Store - Virtual stores have been added to the E-Commerce
module. When a reseller defines the Virtual store, he will associate the master price
records for that store, along with the inventory categories. The inventory categories will
determine which inventory items are displayed and available for this store. Virtual stores
can be assigned to customers through customer maintenance.
- Edit Sales Order - 1. Expertise. LAN now has the option to verify credit cards, or
submit credit card transactions from the payment screen. 2. The new Group level pricing
option gives you the ability to have items that share common price numbers priced based on
total quantities of all items for that order. 3. A picture button has been placed in the
detail line item window giving a customer the ability to view inventory images during
order entry.
- PR
- Payroll batches have been added.
- Separated address fields
- W2 mag media support has been added to the print W2 process.
- W2 four and two part forms are now supported for both laser and dot matrix printer.
- Report Writer
- Version 5.5 has made it easier to open a report for editing. A 'recent reports' menu has
been added to the file menu, and will track the last 5 reports that were edited. You can
also edit reports from the File/Print/Print window as well.
- Edit desktop functions at each window to add reports, quick entry forms, and other menu
options.
- Pop-up menus and worksheets colored every other row.
- Bitmapped font control for reports.
- 4,096 characters of free-form text per Sales Order and Purchase Order line items.
- Batch mode for cash receipts
- Customer-suspend flag.
- 1099 flag of purchase order / invoice.
- Much more, download the demo!
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