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Contract Pricing allows you to enter a price list for specific customers.
An item’s contract price for a customer can be entered directly in Accounts
Receivable program 9 or you can assign a specific discount number from
Inventory. By assigning a discount number, you have the flexibility to
vary the contract price based on the item’s current list price. Contract
pricing can be limited to a date range so that only invoices entered within
that range would receive the contract price. Point of Sale, Billing and
Order Entry can use contract pricing; Quick Sale, Job Cost and Time Billing
cannot.
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------------ How often have you wished you could do these things directly from within the Roundtable Software Advantage Accounting System ? ... The seamless link to Fabsoft’s DOS-Reform package gives users of the Roundtable Software Advantage Accounting System access to all these printing options. |
When printing from within version 3.3 of the Roundtable Software Advantage Accounting System, you have the option to send the output to the Reform package available from Fabsoft. The Reform program has two parts: (1) the Designer which allows you to create forms using all the capabilities of Windows layout programs; and (2) the Spooler that constantly monitors for text output from the Roundtable Software Advantage Accounting System and combines that with the forms you create through the Designer.
If you are interested in the Reform package, there is a demo version included on the 3.3 distribution CD. Also be sure to visit the Fabsoft website for more information on the Reform package.
Note that the DOS–Reform option is not available within Quick Sale program 14, Process Invoices because it prints invoices one line at a time rather than as a complete invoice.
The key word is SIMPLE. Any regular order can easily be
turned into a service order by filling in comments on the work to be done
and assigning personnel and resources. Of course, whenever you assign resources
that implies a need for scheduling and we’ve got that covered, too. Perhaps
the handiest part of the new service order feature is the ability to view
and print schedules for your resources.
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* When SA7 adds new sections to your existing reports, it will now set their section lengths to zero so as not to interfere with your current formatting.
* Program 9 (Relink) now works much harder at fixing broken links. In previous versions the program did not exhaust all possible options before deleting a link, now it tries much harder to preserve what it can. You may notice that the program now takes slightly longer to relink files - if the process takes a lot longer this is an indication that you should shrink the problem files as they are likely to contain many unused records.
* Added a warning message to program 18 (Backup/Restore) that explains in detail why it can be dangerous to backup and restore single files (as opposed to complete modules).
* When assigning certain display modes to numeric fields in program 11 (Modify Reports), the printing of these numbers would no longer line up properly with others unless you also moved the field around to compensate.
* Ability To Produce Comparative Analyses Between
Several Companies
Added a field to the chart of accounts master that combines the three
fields used to build a COA number; this gives you the ability to do comparative
analysis between GL companies through Report Generator. This allows you
to keep as many years of history as you like and use Report Generator to
produce comparative analysis reports for the years represented by those
companies.
* Can Now Exclude Vendors With A Zero Balance
From The Aged Schedule
Added a prompt in Program 20 (Aged Schedule) to exclude vendors with
zero balance. This will shorten aged reports considerably for those who
do not like to purge their active invoice files.
* Changed program 7 (Disbursements) to display partially paid multi-detail invoices in a more understandable manner.
* Changed program 9 (Edit/Delete Vouchers) to do a better job of recreating balances on multi-detail invoices.
* Added direct deposit information to Employee Master reports.
* Added the ability to print earned and used sick, vacation and other hours on checks (program 18).
* Fixed problems with voiding checks if hours per week in System Defaults is set to 0 (which it shouldn’t be, anyway).
* Fixed tabbing problems in program 3 (Deduction Types) that occurred if COAs were left blank.
* Fixed some display problems and added the tax table version numbers to the screen display in program 58 (Transfer Tax Tables).
* Added back the top stub check format that was removed in version 3.2.
* New Collection option added to program 27
(View Invoices)
This new feature allows you to view a list of customers, displaying
only those with a certain minimum balance past due or a minimum number
of days past due. Along with basic customer information (including the
contact name and phone number), you will also see their total balance past
due, the amount past due for the number of days you choose, plus other
pertinent info. Once the list is displayed, you can toggle over to the
invoice view for a customer of your choice to see detailed information
about their account. This allows your collections manager to see all that
they need from one program, customized to their needs, without printing
out lengthy reports.
* Automatic Scrolling To Oldest Outstanding
Detail
Program 27 (View Invoices) now automatically scrolls the invoice list
to the first invoice with a balance. If you have a lot of zero balance
invoices on your customers, this will save a lot of time in rolling down
to the current activity.
* Added A Cutoff Date Option In Program 31
(Statements)
No activity beyond this date will be printed on statements. The major
application for this is when printing statements that are supposed to go
out on a specific date but for some reason the printing has had to be put
off until later. This new feature is also useful in printing historical
statements.
* New Option In program 31 (Statements) To
Suppress Printing Of Zero Balance Invoices
If you prefer to show your customers only their outstanding invoices
rather than all their activity, this will save you a lot of unnecessary
paper. For those who use the ‘no purge’ purge option (or wish to
use it), this will make printing statements out of program 31 far more
practical.
* New Category Of Statement Message
Added the ability to have a statement message print for customers who
do not fit any of the conditions that make other statement messages print
(typically, customers with 0 balance, or no balance past due). This allows
you to do some advertising to your customers who don’t need a dunning message.
* Added a separate Clear option for Customer Statistics in program 53
(Clear Sales Totals). Previously these totals were cleared whenever you
cleared for Customers, now they can operate independently.
* Automatic Scrolling To Oldest Outstanding
Detail
Program 18 (Post Payments) now automatically scrolls the invoice list
to the first invoice with a balance. If you have a lot of zero balance
invoices on your customers, this will save a lot of time in rolling down
to the current activity.
* Added the ability to include reference text on Cash and Miscellaneous receipts in program 18 (Post Payments). Previously you could only have references on checks and credit cards.
* Program 18 (Post Payments) now automatically copies the main payment reference to the secondary reference field that you get when posting payments to multiple invoices. You can still edit this field to have something different in it if you like, but this will save rekeying for those who do not need customized references on each payment.
* Program 53 (Clear Sales Totals) has been optimized to do its job much faster. When clearing large masters (for instance, the Customer Master), this program will do its work at least twice as fast as before.
* Programs 34 (Process Postings) and 51 (Month-End Purge) will no longer calculate a default commission if the commission code on an invoice is invalid, it will calculate no commission. While this may have been a helpful feature to some, we felt that it was much more likely to cause problems for most users.
* Suppressed printing of the Budget Balance line on statements (program 31) for budgets with zero balance.
* Program 17 (Post Invoices) will no longer allow you to enter invalid departments and salespersons.
* New program 35, Price Standardization
This new program allows you to set your prices to all have the same
suffix (for instance, have all prices end with 99 cents), or to round all
your prices by the same factor (for instance, only multiples of a nickel).
The program automatically recomputes markups/gross profit, and can also
apply standardization to discount prices at your option. The program automatically
prints an audit of all price changes so that you know which items need
to be retagged.
* Added display of quantity on hand, quantity allocated (if active), and year-to-date quantity sold to program 10 (Discounts).
* Program 29 (Below Minimum) now excludes Affect=Yes parent items since they should never be in stock anyway.
* Program 55 (Import) now does a better job of finding vendors when
importing receiving data. Was sometimes duplicating vendors on items.
* Added a PO Number range to program 12 (Print/Clear Audit Trail).
* Program 9 (Post Purchase Orders) now retains default information when entering detail lines on a PO.
* Program 9 (Post Purchase Orders) now shows the total cost of the PO on screen 1 when in Edit or Invoice Hold PO modes.
* Added a lookup at the Department Number field in program 10 (Post Items Received) when using the Add option.
* Program 14 (Print POs) now includes the item location on the receiving form report format (this feature was supposed to be in version 3.2 but was somehow lost).
* Program 10 (Post Items Received) is now better behaved if you use a semicolon to skip fields when in item entry mode.
* Fixed some screen clearing problems in program 10 (Post Items Received) when adding items to a PO on the fly.
* In Program 11 (Auto-Create POs), if you selected to create based on adjusted warehouse quantities, for serialized items it would sometimes miss some allocations that should have been considered for determining the adjusted quantity.
* Point Of Sale Archiver Added
You can now archive your Point Of Sale invoices in a separate company
for later reprinting, management reporting and sales analysis. Program
11 (Update) has new options for setting up and updating to your archive
company.
* Ability To View The Last 5 Prices Paid By
A Customer For The Current Item
Programs 4 (Full Invoicing) and 5 (Quick Invoicing) now allow you to
see customer sales history for any item when at the unit price prompt.
Entering “L” at Unit Price will display a window showing the last five
purchases the customer has made of that item, with the date, the price
they paid, the quantity they purchased and your cost at the time (this
portion can be turned off if you prefer).
* Option To View Customer Notes “Automatically”
When Invoicing
A new option has been added to program 50 (System Defaults) that allows
you to have customer notes automatically pop up in programs 4 (Full Invoicing)
and 5 (Quick Invoicing). If it’s important that your clerks keep abreast
of customer notes, this assures that they won’t forget to review them.
* Option To Warn When Selling Out Of Stock
Items
A new option has been added to program 50 (System Defaults) that will
trigger a warning message in programs 4 (Full Invoicing) and 5 (Quick Invoicing)
if a clerk sells an item that is supposed to be out of stock. The warning
is customizable so that it will appear for out of stock conditions based
on item quantity on hand, quantity available, warehouse quantity on hand,
or warehouse quantity available. Even if you are doing traditional counter
sales where customers come to the checkout with product in hand, this is
a great feature for keeping a ‘sanity check’ on the inventory quantity
within the software as compared to actual inventory on hand.
* Option To Choose Between Item And Warehouse
Quantity For Display
A new option has been added to program 50 (System Defaults) that will
allow you to customize the display of Inventory item quantities in program
4 (Full Invoicing). You can choose to see either total quantity on hand,
or just the quantity in the currently active warehouse.
* Can Now View And Edit Estimates In Program
4 (Full Invoicing)
Estimates will now be listed under the Hold option, and can be retrieved
for editing.
* Added lookups on customer number and/or invoice number in program 8 (Detail Summary), 11, (Update), 13 (Reprint) and 51 (Invoice From Estimate).
* Added the ability to include reference text on Cash and Miscellaneous receipts in program 4 (Full Invoicing) and 5 (Quick Invoicing). Previously you could only have references on checks and credit cards.
* Program 8 (Detail Summary) now includes an option to print updated
invoices.
* Ability To Choose Printer When Reprinting
Invoices And Estimates
Program 13 (Reprint Invoices) now allows you to choose any printer
you like instead of using system defaults printers. You can now also print
to screen, Report Viewer, file or DOS-Reform.
* Automatically Determine Resale Status
New option in System Defaults (Program 50) allows you to tell the system
how it should determine the value for the Resale flag. It can be based
on the customer’s tax exempt number and can be different depending on if
it is a Cash or AR sale.
* Program 13 (Reprint Invoices) has new ranges for invoice date and customer number.
* Ability To View The Last 5 Prices Paid By
A Customer For The Current Item
Program 4 (Invoicing) now allows you to see customer sales history
for any item when at the unit price prompt. Entering “L” at Unit Price
now displays a window showing the last five purchases the customer has
made of that item, with the date, the price they paid, the quantity they
purchased and your cost at the time (the cost can be turned off if you
prefer).
* Program 4 (Invoicing), 7 (Carrier Recap) and 11 (Packing List) did not properly check to verify that carriers were valid.
* The Last Price Paid feature now works for non–inventory items in addition to inventory items.
* Invoice notes fields are now included on all the invoice report formats.
* Previously, when an item was assigned a quantity break discount in Order Entry and a portion of that order was transferred to Billing where the item quantity shipped would receive a lesser quantity break, editing that line in Billing would recalculate the discount. This no longer happens with invoices based on orders.
* Program 9 (View Invoices) had tabbing problems if there were no invoices to view.
* The Affect AR option of program 1 (Carrier Table) would eventually
die if it encountered a huge number of ship–to addresses.
* New carrier tables added to sample data (company AA), including new
Fedex Ground service. These can be transferred by using the Archive Setup
option of Billing program 8.
* When printing invoices through program 4 (Invoicing), if the invoice included a huge amount of text (like a contract page) the program couldn’t handle it.
* Ability To View The Last 5 Prices Paid By
A Customer For The Current Item
Program 1 (Prepare Orders) now allows you to see customer sales
history for any item when at the unit price prompt. Entering “L” at Unit
Price now displays a window showing the last five purchases the customer
has made of that item, with the date, the price they paid, the quantity
they purchased and your cost at the time (the cost can be turned off if
you prefer).
* New Functionality To Track Service Order
Data
You can now process service orders through Order Entry. You can define
the resources you allocate to service orders through the new Resource Master
(program 9), define up to 5 resources and their scheduled times on each
order (in addition to lots of room for write up of the service to be done
and the results of the service calls), and view and print schedules for
your resources. This new feature is ideal for maintenance companies, repair
and installation services, even companies that do equipment rentals.
* Program 3 (Picking Tickets) Has Had Many
Enhancements Added
You can now print picking tickets in order by Order Number, Item or
Location, and then within those sort orders add secondary sorts by warehouse,
warehouse location, item location and others. You can also define new page
break conditions based on the changing of these or other fields. The report
formats have also been significantly enhanced to print cleaner, more informative
reports.
* The Last Price Paid feature now works for non–inventory items in addition to inventory items.
* Order notes fields are now included on all the order report formats.
* The default order report format was unspeakably ugly. The default format now looks like a proper order with nice page formatting.
* When printing orders through program 1 (Prepare Orders), if the order included a huge amount of text (like a contract page) the program couldn’t handle it.
* Program 1 (Prepare Orders) did not properly check to verify that carriers were valid.
* Program 6 (View Orders) can now retrieve orders based on the Customer PO field.
* Program 1 did not properly round tax calculations when tax was set to round up and the amount to be rounded up was extremely tiny.
* With allocations turned on in Inventory, if you tried to delete an order in program 51 (Delete Orders) which had explosion items on it, and the order had not yet been updated by program 5 (Update Inventory) the program would sometimes lock up.
* If you ran program 5 (Update Inventory) after partially picking a serialized item, the program would only allocate the unpicked portion (should have allocated the full amount regardless).
* When posting non–inventory items in program 17 (Post Actuals), if the item is already on the function, the program will now pull the description previously entered as the default.
* When deleting a posting in program 17 (Post Actuals) the program reversed the cost amounts on the work order based on current average cost rather than the cost associated with the posting being deleted.
* Program 24 (Billing Invoices) sometimes had penny rounding problems in column H of the AIA report.
* Program 24 (Billing Invoices) did not fill out the amount on the AIA report titled Current Balance To Finish Plus Retainage; now it does.
* Added new fields to the transfer list in program 4 (Copy AR Information), including State, E–Mail, Customer Since and Phone 2.
* Added new fields to the import list for AR (including State, Fax Number, Customer Stats fields, etc) and for AP (including Fax Number, E–Mail, Web Address, etc.).
* Previously the program reminded you to reorganize your files after running a repair, but didn’t enforce this extremely important step. Now the issue is forced by the program setting the key files’ status to damaged so that you will have to do it before you can use the file(s) again.
* Added a warning message that reminds the user to recreate their company address info and custom sort orders after recreating an FR file.
* Added An Option To Delete Records
This is a very powerful option and using it incorrectly or in the wrong
circumstances can seriously damage your data. Use this option only when
you are quite sure that it is absolutely necessary.
* Can Now Match Into The Same File In A Different
Company
Now have the ability to do comparative analysis between companies.
Can now match between masters with the same primary key in different companies
so that you can print multi-company reports for companies that share data.
* If you let a report default to Primary Key order for the printing order, on some reports it would print in file sequence order instead. Now you don’t have to go and specify this manually, it will do it correctly without intervention.
* Now program 3 (Print Report) pays attention to default print modes defined in System Defaults and on reports.
* When deleting variables on a format, program 2 (Create/Edit Format) would occasionally refuse to do it for reasons that did not really apply.
* Contract Pricing
You now have the ability to define contract (or custom) pricing for
your customers. If you give special pricing on a customer by customer basis,
or just find that 10 pricing classes is too few, this new feature is the
ultimate answer. You can define special pricing for any customers in your
AR database in relation to any items in your Inventory database, including
the ability to define start and end dates for the special pricing. Also
included are powerful tools for management of the contract pricing feature,
including adding contract pricing by ranges of customers and items, copying
contract set-ups from one customer to a whole group of customers, and purging
contracts based on many different criteria. The contract pricing master
program is in Accounts Receivable, and contract pricing is automatically
used by the Point Of Sale, Billing and Order Entry modules.
* Interface With Fabsoft’s Reform Package
If you are running Windows workstations you can now print reports
directly out of the Roundtable Software Advantage Accounting System
that use Windows fonts, bar codes, graphics, etc. This new feature is based
on a link between the accounting software and the third-party product Reform
by Fabsoft. To print ‘Windows style’
reports, you define the report in the Reform package and then print your
reports normally in the product, except that you choose the Reform option
at the printer selection window. This will allow Reform to automatically
pick up the report, reformat as per your specifications, and then automatically
send it to a Windows printer or even route the report to a fax or as an
email message. The Reform product is an extra cost add-on product available
from Fabsoft and is not a product of Roundtable Software. You will receive
a demo version of the product plus a batch of sample report formats for
the Roundtable Software Advantage Accounting System on your version 3.3
CD.
* The IC-Verify Credit Card Interface Now
Sends Extended Credit Card Information
The IC-Verify credit card interface now sends the extended credit card
information to IC-Verify that is being requested by some credit card merchant
service companies. If you use the IC-Verify interface this new feature
may qualify you for a better discount rate on credit card sales - be sure
to check with your merchant services provider.
* The control code Ctrl-N used to more quickly get to notes did not automatically scroll the lookup to the currently active master for RDA-based files (link Salesperson, Department, etc), now it does.
* On some particular systems, doing a screen print would leave a small junk file in the SYS directory that couldn’t be deleted. The print screen facility also now works properly in multi-user environments when two terminals try to print a screen simultaneously.
* When using command line scripts, you can now change companies at a module menu without getting locked up.
* If the on-the-fly file expand option was used to expand Inventory file 1 (Item Master), the item history file should also have been expanded as well.
DEALERS: If you’d like a hard-copy booklet of this information
for marketing purposes, please contact us.
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