Together we can build something great FORWARD | New contractERP Features in 55 Minutes! Lindsay Riggs, Shawn Luginbuhl, Bill Natalie

FORWARD | 2016 #1 Credit Memos Added to the consolidated invoices Consolidated Invoicing – 2 New Features!

FORWARD | 2016 #2 Void Consolidated Invoice with History

FORWARD | 2016 #3 Print options screen now has "Exclude Retainage Not Due" Boolean Customer Statements (Contract)- 2 New Features!

FORWARD | 2016 #4 Column headers added and renamed NEW OLD

FORWARD | 2016 #5 Added Sales Order # and Sales Order Line # to Requisition Worksheet Purchasing – 5 New Features!

FORWARD | 2016 #6 Re-associate on Purchase Line

FORWARD | 2016 #6 Re-associate on Purchase Line

FORWARD | 2016 #7 Combine Drop Ship or Direct Ship Requisition Lines to a single PO based on shipping address Ship-To Addresses MUST be identical

FORWARD | 2016

Combined Direct Ship on PO created!

FORWARD | 2016 #8 Add to Existing Drop Ship or Direct Ship POs **if you remove the CO# from the header of DIRECT POs, you can release multiple more CO lines**

FORWARD | 2016 #9 You can now post a DROP SHIP Purchase Oder prior to posting the Sales Order

FORWARD | 2016 #10 and 11 'Cleared' Boolean and 'Cleared Date Time' columns added to General Ledger Entries List General Ledger Entries – 2 new features

FORWARD | 2016 #12 Added icon to Unclear cleared entries

FORWARD | 2016 #13 Now populates the Change Order Summary onto the G702 form AIA Billings – 2 New Features

FORWARD | 2016 #14 New AIA – Per Customer or System Setting

FORWARD | 2016 Contracts – 5 new features! #15 8 fields are now editable when contract status is APPROVED

FORWARD | 2016 #16 Ability to change 'Bill- To Customer No.' on either the Base or Change Order. You can also change on a contract sales order as well!

FORWARD | 2016 #17 Add Stored Material flow field to Material List fact box

FORWARD | 2016 #18 Calculated Released Price based on Last Cost for Contract Billing (Common situation for Wood Doors)

FORWARD | 2016 #19 Editable contract 'End Date' on contract header allows you to update the customer ledger entry due dates on retainage invoices. Prompted with YES/NO option

FORWARD | 2016 #20 Warning when user attempts to change NS items to STOCK Purchasing Code Inventory – 2 new features

FORWARD | 2016 #21 New Inventory WIP Analysis Report

FORWARD | 2016 #22 Added a new Gross Profit Report - Modeled from the Daily Invoicing Report showing Adjust Gross Profit percentage for both Sales Invoices and Credit memos

FORWARD | 2016 #23 Added Sales Line Contract No. filter to the Outstanding Sales Order Aging report

FORWARD | 2016 #25 Contract State Change Maximum Level setup in User Setup User Setup – 3 New Features! New Features! #24 Allow Contract Bill-To Customer change

FORWARD | 2016 #26 Added "EDIT CARD" feature to make user changes more easily in lieu of making changes in the list view

FORWARD | 2016 #27 New Outstanding Shipment Report. Many report options and filters to generate numerous material shipment reports.

FORWARD | 2016 #28 Added “Applied Amount Field to Applied Customer Entries Card

FORWARD | 2016 #29 Added Unscheduled Lines button to the Release Schedule

FORWARD | 2016 #30 Added Close Out Contract Feature and Detailed Report. (Selecting yes on the master, updates base and CO statuses!)

FORWARD | 2016 #31 Update search attributes tool from material list or sales line, with date/time/user tracking of change

FORWARD | 2016 #32 Configurator within a Configurator functionality

FORWARD | 2016 #33 Added Stored Material Flag within Release Schedule Setup page

FORWARD | 2016 #34 Added Unapproved Contract Credit Limit for Management Approval

FORWARD | 2016 #35 Added Standard Comments and Comment Indicator

FORWARD | 2016 #36 Added contract subtotal and header to the Aged Accounts Receivable report

FORWARD | 2016 #37 Present Multiple Release No’s on a Material List Line

FORWARD | 2016 #38 Added multi-level sub-assemblies Level 2 Level 3

FORWARD | 2016 #39 Clean up Attributes With New “Ignore Non-Existent Attributes” cERP Setup

FORWARD | 2016 #40 Choose Attribute Values to Print on Sales Confirmations and Sales Invoices! (FSC added too)

FORWARD | 2016 Package Scanning! Finished Product Scanning! Shipment Scanning! Take Deposits! For users who are performing non-posting tasks, like data scanning and customer service #41 Limited-User Licenses

FORWARD | 2016 #42 Two Packing List Options: Print by Location....

FORWARD | 2016 #43 And # of Copies Option. Example: Driver and Customer Copy

FORWARD | 2016 #44 Added a Job Name Field to use on Base or Custom Reports

FORWARD | 2016 #45 Link to Posted Sales Shipments from Posted Sales Invoice Double Click

FORWARD | 2016 #46 Split Sales Line Qty into Multiple Sales Lines

FORWARD | 2016 #47 Mark a Sales Line as not to be shipped rather than Deleting.

FORWARD | 2016 #48 Visual Delivery Board – To be covered in- depth in another Session. MAJOR NEW FEATURE SET!

FORWARD | 2016 #49 Route Summary Report with Financials

FORWARD | 2016 Finished Product Scanning Package Creation Scanning MAJOR NEW FEATURE SET! Shipment Scanning #50 Covered in General Session: New Scanning Solutions!

FORWARD | 2016 #51 New Order Status Page MAJOR NEW FEATURE SET! Sales Orders Sales Order Lines with Quick Links to Production and Delivery Schedule Order and Line Information Production and Delivery Schedule Information

FORWARD | 2016 Check # 1: Voided and WastedCheck # 2: Actual Payment Check #52 Before New Extended Check Stub Feature: Two Checks Consumed Check # 1: Only Check Printed #53 After New Extended Check Stub Feature: ONE Check Consumed Separate Report with Invoice Details Prints After the Check!

FORWARD | 2016 #54 New Sales Lines Default Location Code from Sales Header – Great for Multi- Location Companies!

FORWARD | 2016 MAJOR NEW FEATURE SET! #55 Covered in a General Session: New Sales Order Deposit Capabilities! That’s 55, but let’s keep going!!

FORWARD | 2016 #56 Staging Location Solution: See what is in a particular area at any given time! Works directly with new scanning solution.

FORWARD | 2016 #57 Ship and Receive Transfer Orders in one Step!

FORWARD | 2016 #58 Pick Ticket / Pack List Print Count on Sales Order List

FORWARD | 2016 #59 Auto Create Stock Items from TOAD (requires TOAD)

FORWARD | 2016

contractERP | 2016 List of all the New Features Included with the Base Application 1.New report - Work Order Labor Analysis Report 2.Added Do Not Roll up Cost to Feature Configurator. 3.Auto creation of Stock Item records from TOAD Pricing configurator (TOAD Required) 4.Auto fill hardware item attributes from TOAD 5.Configurator within a Configurator functionality 6.Added Multi-level BOM's, and Subassemblies 7.Added a new Inventory WIP Analysis Report 8.Add TOAD_Attributes section to Submittal Import. Finds hardware by search attribute vs description 9.Added End User Field to both the Contract and Sales Order 10.Added Ignore Nonexistent Attributes on Import 11.Added a new Gross Profit Report 12.Sales Line - Split Line Feature. 13.API Interface Enhancements (to Sales Order) 14.Unscheduled Lines button to the Release Schedule 15.Added Sales Order No. to release from worksheet 16.Added Unapproved Contract Credit Limit 17.Close Out Sales Line Feature 18.Purchase Order Line - Re-associate feature 19.Primary Quantity Filter feature 20.Sales Order Confirmed Flag (For V6 Interface) 21.Front End software Message Queue Utility 22.Addition of the Outstanding Shipment Report 23.Non-Searchable Attributes in Item Attributes 24.New Sales Order Status - Customer Service Utility (Replaces Previous Pick Worksheet) 25.Staging Locations Advances to Table Solution 26.Combine Drop Ship or Direct Ship Requisition Lines to a single PO based on shipping address 27.Add to existing Drop or Direct Ship Purch. Order 28.Added option to add to an existing Work Order 29.SKU mandatory on document posting 30.Add Stored Material Flag within Release Schedule Setup page 31.Added ability to handle supply from at the component level and all stock items 32.New void feature for Consolidated Invoice 33.Added Credit Memos to the consolidated invoices 34.Ability to change the Bill-to Customer on Base / Change orders or Contract Sales Orders 35.Master Contract - Allow changing status to Complete on Base and Change Orders 36.New Contract Close-out report and feature 37.Option to post Drop Ship Purchase Invoice before Sales Invoice 38.Contract billing - Calculated Released Price based on Last Cost (Common situation for Wood Doors) 39.Sales Order On-Hold Feature (Blocks Line Req. from being Purchased or Shop Built) 40.Set Sales Order No. to Submittal No. on Import 41.Submittal field label setup option 42.New cERP Role Center - Filters by Ship From Location. “cERP Warehouse” 43.Contract State Change and Maximum Change Level in User Setup 44.Packing list- Added option to print and break by location added option to print multiple copies. 45.Update search attributes tool from material list or sales line, with date/time/user tracking of change 46.Option to use Limited User Licenses for specific roles within contractERP 47.Attribute print option on a Sales Order Confirmation and Invoice 48.Add Door Thickness to print on PO and Receiving Ticket (assignment) 49. ​ Added Amount Applied field to Applied Customer Entries page ​ 50.Added Extended Check stub functionality 51.Pick and Pack print counter on Sales Order 52.Allow Suppression of Item Prices on a Sales CM 53.Clear Entries tool. Allows users to "clear" entries similar to a bank reconciliation 54.Added User Setup page card to improve ease of managing user level options

FORWARD | 2016 contractERP | 2016 List of all the New Improvements Included with the Base Application 1.Added Change to not default Vendor and Vendor Item No. on non-standard items. 2.Added button from the Material List to open the Serial no. ledger entries 3.If location is mandatory, when Contract State changes to >= Unapproved, check if all open item Mat. List lines and components have a Loc. Code 4.Added Change Posting Date on Transfer Shipping and Receiving fields within Inventory Setup 5.Added SKU shelf no. to Pick Ticket if exists 6.Added Default Direct Cost when Vendor Discounts Exist 7.Default assignment function improvement 8.Added support of Pre-Owned Serviceable item setup 9.Several improvements to the Physical inventory journal and document output 10.Expand the TOAD Hardware Configuration Code field from 20 to 50 char 11.Change Outbound Serial Nos. process so that negative adjustments do not req. serial no. recording unless they are from a Shop or Work Order 12.Added default description & Warranty Type to Serviceable Items 13.Improved Item Tracking Serial Nos. validation 14.Changed blank attribute values to the literal "Blank Value" just like the submittal import. 15.Searchable Attribute Boolean added to the Component and Component Attribute tables and pages 16.Master Contract Exclude Planned and Lost Change Orders within Statistics and contract reports 17.Serial Number Box Popup when entry is required 18.Unit Cost update to Include Purchase Price in Update Cost function on Material List, Sales Line, Component. 19.Shop Order Worksheet Added Location filter 20.Default Vendor from Item/SKU to Sales Line/Component/Mat. List/Mat. Non-Standard Items as well as Standard Items 21.Reformatted all outbound documents to new Reporting format 22.Performance Enhancement. Added new Reorder index to Item Ledger Entries within Material List 23.Added AIA report ID to contractERP Setup and Customer Card 24.Added PO credit memo to Contract Navigate 25.Added Serial Number List to Item Ledger view 26.Add a Job description field to standard Sales Quotes 27.Remove printing restrictions for approved contract proposal 28.Remove Filters within Contract Quote Report Prevent Stock Purchase Code on NS Items 30.Add blank vendor to View Problems List 31.Do not negate base line if already negated on imports that use the Material ID 32.Standard Comment processing and Comment Indicator 33.Increased editable fields during Approved Contracts. Fields included: Release No., Due Date, Order Group No., Start/Order by Date. Qty. to Release, Start/Order by Lead Time, Approved to Order Override, Vendor Item No. 34.Added contract subtotal and header to the Aged Accounts Receivable report 35.Transfer Order Post Ship and Receive in one posting step 36.Added ability to bypass markup pricing to support a specific customer set price agreement 37.Use Estimated Cost added to the Contract Backlog report 38.Added link to posted sales shipment from a posted sales invoice 39.Collections Mgr. changed to run Contract Statement 40.Contract Backlog, analysis, summary changed to take into account manual contract state filter 41.Improved handling of Location code change on Material List and Sales Lines. (Purchasing fields) 42.Pre-check report - Add External Doc. No. in details section 43.Improved display of a lines fulfillment Status according to components quantity of stock on hand 44.Purchase Return Order report - added logo and moved address 45.Removed the validation of Change Order No. from direct ship carryout message feature 46.Present Multiple Release No’s on a Material List Line 47.Remove Closed Releases from "Critical releases" cue (Role Center) 48.Warning message when assigning quantity when no quantity left 49.Expanded the Purchase from name on Purchase Invoice and Receipt reports 50.Add Stored Material flow field to Material List fact box 51.New field Unscheduled Assignment exist on Material List 52.Customer Statement (Contract) layout change 53.Expanded Description field on Configurator Setup 54.Outstanding Sales Order Aging report: Add Sales Line Contract No. filter 55.Added Unit of Measure Code field in ILE page 56.Added Quantity (Base) field in Sales Lines and Purchase Lines pages 57.Copy Sales Document feature changed to include header and Calculation line default 58.Allow for editing of the Contract End Date to update Retainage for the Customer Ledgers Due Date 59.Added a warning when the Material List or component Lines are in process and a user tries to edit the Purchasing Code 60.Sales Order: Default Header's Location Code on new Sales Line 61.AIA Billing reports added change order summary

FORWARD | 2016 Production Management & Scheduling Delivery Schedule cERP Data Collection System Electronic Purchase Order Send (e-PO) Sales Order Deposits Dimensional Item Sales and Purchases Field Service Management (FSM) contractERP | 2016 New Functionality Application Suites

FORWARD | 2016