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Steel Plus v14.35 Release Notes

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Inventory Audit Report (Detailed Report): This report has been updated so that it no longer displays the total number of pieces.

Process Orders for Shipment: When creating an invoice from a packing list, Steel Plus has been updated to suppress the “Cut Chgs?” header and column if there are no cutting charges to be invoiced.

Customer Shipping Addresses: Updated to include new information on the entry screen and on Shipper form type #1, including:

  1. Test Report Code (which test reports should accompany all shipments to this address?)
  2.  Delivery Hours—two optional delivery windows (two beginning times, two ending times). This does not apply to will call shipping addresses.

Accounts Receivable -> Master Files -> Test Report Code Maintenance: This is a new program added to the menu to populate Test Report Code, above.

Internal Sales Order/Purchase Order: Modified to allow homogeneous inventory to be transferred.

Define PDF Viewer: Removed this option from the Workstation Configuration Menu. Modified Steel Plus to automatically use Windows® default PDF viewer.

Standard Size Maintenance:

  1. Added “Retired” flag to the screen.
  2. Added “Description Alias” field to the screen.
  3. Expanded “Excess Width” and “Excess Length” to include two decimal positions. Previously, these fields supported only whole numbers.

Enter Orders/Quotes; Enter Purchase Orders; Receive Inventory; Inventory Processing:

  1. Updated to allow users to utilize Standard Size alias to find correct standard size.
  2. Users may not choose a standard size that is retired.
  3. Retired sizes no longer appear in the Standard Size lookup.

Customer Sales Calls Entry:

  1.  Modified to allow entry and printing of notes on sales calls
  2.  Added three note lines (50 characters each) to the entry screen and Call List report.

Reports: Removed the ability to press ‘ESC’ to pause/cancel reports in Steel Plus.

User Maintenance:

  1. Added a property to control whether or not a user will be allowed to add a new line to a sales order after a packing list has been produced.

                    a.     Default will be “Yes” for all existing users

                    b.     If user is set to “No” and attempts to add a line to a sales order, the user will be                              notified, via a pop-up window, that they cannot add a line because a packing                              list is on file.

     2. Form Printing Permissions: moved off User Properties screen and is now found             on the main User Maintenance screen.

Sales Order Monthly Tonnage Report; Purchase Order Monthly Tonnage Report: Added the ability to specify standard tons or metric tons.

Quantity/Cost Maintenance (QCM):

  1. Retired items are now hidden in Item ID Lookup
  2. When manually entering an Item ID and the specified item is retired, the user will receive a warning message via a pop-up window.
  3. When entering a new tag and the specified standard size is retired, the user will receive a warning message via a pop-up window.
  4.  When user inputs or selects an Item ID, Steel Plus checks to see if there are unposted receiving lines on file for the specified item. If so, the user is notified via a pop-up window.

Sales Recap – 12 Month Report: Modified to suppress retired customers when they have no sales activity to report.

Invoice Profitability Report (These changes were made in a previous version, but were not adequately documented):

  • Changed report orientation from “portrait” to “landscape”.
  • Added “Include UDF#:” field on the parameter screen.
  • Added lookup to pick which sales order UDF field to include (optional).

Standard Position Report/Summary Position Report: Added “Parent Item ID” as a new selection criteria option.

Purchase Orders Lookup; View Purchases History: Added “DOF” (document on file) notation. When DOF notation is showing, will allow the user to view the document.

CTL Shipping Labels: Now supports the ability to print custom BarTender® shipping tags.

Inventory Processing: The second processing screen has been modified to display the customer name when the sales order number is entered.

Customer/Item Notes; Customer/Order Notes: Updated the functionality to allow the user to specify if an item note will appear on the printed forms (shipper, packing list, and invoice). Currently, when an Item ID is used that has an attached note, the note automatically prints on all documents involved in the billing process.

Automatic Email Reminders: Added functionality to auto-deliver email reminders to customers when an invoice is due or past due and if no payments have been made on the invoice.

  1. Configured at the customer level
  2. Email will be sent to primary AP contact.
  3. From the Payment Term Maintenance screen, the user may specify when the email will be sent:

                    a. 1-5 days before the invoice is due

                    b. Invoice due date

                    c. 1-5 days after the invoice was due

Feature 1512 (Sales Order User-Defined Fields): Modified to always require one of the UDFs to contain Customer PO#.

Feature 1857 (Show Processing and Delivery Revenue Information): Added an option to ask if the delivery window should pop up automatically in Enter Orders/Quotes. This new option will only be available when the feature is turned ON (set to “Yes”).