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What’s New in SunSystems 5.2.1 Service Pack 1
The following functionality is introduced with SunSystems 5.2.1 SP1:
SunSystems Basics
Invoking Forms Outside Navigation Manager
Navigation Manager can now be supplied with parameters to enable direct access to a
particular form. This enables you to create shortcuts to frequently used functions, which
can also be invoked via the command prompt.
Financials
Recording Multiple Units When Making Fixed Asset Postings
The Use Asset Quantity option on the General tab of Ledger Setup (LS) allows you to
record multiple units as a single asset when making fixed asset postings, for example,
when purchasing 100 chairs but recording these as a single asset. In addition to
selecting the Use Asset Quantity option on the General tab of Ledger Setup, the Non-
Value Currency Post Rule on the Memo Value tab of Business Unit Setup (BUS) must
be defined, and the Memo Post Rule Override field in Journal Types Setup (Posting
Overrides) (JTX) must not be set to Unused. The Memorandum Amount field on Ledger
Entry (LE) is then used to record the number of units.
Rough Journal Deletion
Deleting Provisional Transactions
On recalling a provisional transaction via Ledger Entry (LE), you can:
• delete the complete journal by entering an ‘*’ asterisk in the Transaction
Reference field and clicking OK.
• delete all lines of a given transaction reference by entering the required
reference in the Transaction Reference field and an ‘*’ asterisk in the Line field,
and clicking OK.
• delete specific lines of a given transaction reference by entering the required
reference in the Transaction Reference field and the required line number(s) in
the Line field, and clicking OK. Entry of line numbers to be deleted can be in the
following formats:
1-3 to indicate a range.
1,3,5 to indicate individual lines, 1, 3 and 5.
1-3,6,9 to indicate a range of 1 to 3 and individual lines 6 and 9.
Note: For multiple entries the delimiter is a comma.
For further information on Provisional Transactions, see the Entering Journals and
Transactions >> Using the Provisional Ledger section of the SunSystems 5 Financials
Help.
Fourth Currency Update
This function initiates the use of Value 4 within a live business unit, and can generate a
fourth currency value on historical ledger transactions. It may be necessary to use the
Fourth Currency Update because Business Unit Setup (BUS) does not allow you to
define a fourth currency once the business unit has transactions posted in it. For more
information see Administrator Help >> What is the Fourth Currency Update?
Bank Interface for Luxembourg
You can maintain details for banks situated in Luxembourg and validate them according
to the internationally recognised standard for Luxembourg. Use a format code of LX
within Bank Details Extension Setup (BDES). Country specific bank detail formats are
also available for Belgium (BB), Spain (EB), Austria (ED), France (FB), Germany (GB),
Ireland (IB), Italy (IT), and the Netherlands (NB). For more information see Administrator
Help >> Preparing Bank Files for Transfer.
Ledger Entry Warning When Current Period Has Changed
Users who are logged in to SunSystems whilst you change the period may be affected
by the change. If they start a new ledger entry session form after you change the period,
then this new ledger entry session assumes the new period, and a message is displayed
notifying the user that the period has changed since they last used ledger entry. For
more information see Administrator Help >> Changing the Current Accounting Period.
Budget Rebuild Facility
If you are using Expenditure Checking, SunSystems maintains a table of all defined
budget checks, including the budgeted amounts and consumptions from those budgets.
This is known as the 'budget balances table', and is completely separate from all of the
ledgers (actual, budget or commitment). You may need to rebuild budget balances for a
business unit in the event that the budget checks do not reflect the true budgetary
position. Such an event is entirely possible under normal operational circumstances, and
could occur if certain scenarios have transpired in the business unit. See Administrator
Help >> Rebuilding Budget Balances.
Important Note: Before you attempt to run the rebuild process, it is vitally
important that you have read the documentation and that you have a thorough
understanding of the rebuild process and its consequences. You are also
strongly recommended to:
Backup your data either by running Business Unit Backup (BUBCK), or by
backing up the entire system database.
Validate the rebuild process on a test business unit that you have copied using
Business Unit Copy (BUCPY) before running it on your live data.
Process all Order Fulfilment Batch Postings to the Ledger (BPL) that relate to
purchase transactions, and any Ledger Import (LI) files that correspond to budget
check accounts.
Ensure that no operators are entering transactions in the ledger or in purchase
order entry. This could corrupt the rebuild process.
For more general information on budget checking see Administrator Help >> What
Budget Controls Are Available?
Use Journal Number Gaps
If a journal posting fails for some reason, the posting function sets an appropriate failure
status against the journal number. When this happens, the number remains allocated to
the invalid journal even though the journal transactions have not been posted to the
ledger, thus leaving a gap in the journal numbering. This means that the journals posted
to the ledger do not always contain consecutive journal numbers. If you do not want to
leave gaps in the journal numbering, you can configure SunSystems to use those
missing numbers in subsequently posted journals. To do this, select Yes in Ledger
Setup (LS) >> Options >> Use Journal Number Gaps. For more information see
Financials Help >> How Journal Numbers are Assigned and Monitored.
Order Fulfilment
Business Line Import
Business Line Import provides a new point of integration between external transaction
processing systems and SunSystems Financials. It allows integrators to pass a single
transaction line, and within SunSystems to translate it into a multi-line ledger impact.
Business Line Import uses the same setup and programs that are used to generate
postings from SunSystems Order Fulfilment, allowing users to define Ledger Interfaces
using SunSystems reference data to determine the nature of the postings. For example,
when posting to the ledger from the third party system, data such as account codes may
depend on item, supplier, customer, etc, which are held in SunSystems. The Business
Line Import program then determines the correct account code to use and posts to
Financials as if it were an Order Fulfilment ledger posting.
This differs from the Ledger Import process, because it does not require the detailed
multi-line posting to be generated externally before import to SunSystems.
The import is carried out through a BLI SSC component.
Amend/Re-Post Failed Ledger Postings
Recover Failed Postings (RFP) has been introduced and is available from Navigation
Manager. This allows you to amend and re-post failed ledger postings. This function
runs a control desk similar to the Batch Posting to Ledger (BPL) Control Desk. It
displays Order Fulfilment ledger postings that have not been successfully posted to the
ledger, for example, where an account code could not be found. By selecting records
and reviewing them, they can be amended and/or re-posted.
Ledger Interface Setup – Line Details Form
The Ledger Interface Setup - Line Details form has been simplified. It is now in three
sections relating to Transaction Value type, Inventory Cost type and Business Line
Import type ledger postings. Each section is now split down into three sub-sections of
Values, Analysis and Transfer Data Codes.
Control Desk Programs
Control Desk Programs are available to Confirm and Release purchase, sales and
movement order lines and print sales order acknowledgment lines.
Inventory Count
Various changes have been made in Inventory Count. Some of the more significant
changes are as follows:
SCC Import Component
An SSC Import component is now available to create Inventory Count lines. The SSC
component uses the Inventory Count Entry (ICE) – Add Line program.
Note: There must be an existing count for this to work correctly. This has been
designed specifically for the scenario where inventory counts values are sent
from some external system and require a particular Inventory Count Setup to
work effectively.
Item Characteristics
Each Inventory Count line is a unique combination of item/location/batch/expiry
date/item characteristic. Previously the item characteristics could not be displayed on
the Inventory Count Listing or in the Inventory Count Entry (ICE) form. Now multiple item
characteristics can be displayed on the listing, and a sub-form displaying this information
is available from ICE.
Inventory Count Entry – Post action
In Inventory Count Entry (ICE), the action Post now only posts data. Previously it used to
Approve and Post.
Include Quarantined Locations
A flag is now available on the Inventory Count Setup form to allow locations marked as
quarantined to be included or excluded when counts are generated.
Amending Movement Order Data
You are not permitted to amend the following information on any movement order
created from an Inventory Count line: Item code, From Location (issues), To Location
(receipts), Batch ref, and Expiry Date.
Positive/Negative Adjustment Movement Queries
In Inventory Count Setup, when you query on the Positive and Negative adjustment
fields, only the relevant movement types are displayed.
Purchase Business Setup Form
The Purchase Business Setup (PBS) form is now easier to use.
Purchase Orders - Additional Order Lines Permitted
On the Purchase Business Setup (PBS), a new flag has been added. If selected, you
can delete, amend or add purchase order lines once all lines on the order have been
confirmed. Therefore, you must define Order Confirmation as a required stage on the
Purchase Type Setup for this to take effect. If some lines have been entered but not
confirmed, new lines can still be added to the order.
The Amend Purchase Orders flag has been changed to Amend Purchase Order Lines.
Maximum Number of Value Labels on a Transaction Type
You can now add 50 value labels to a Purchase, Sales or Movement Transaction Type.
This has now changed to 50. However, it is strongly recommended that all efforts be
made to minimise the number of value labels on a transaction type.
Note: There are alternative facilities in SunSystems 5 for managing currency and
unit of measure values, and there is no need to hold interim calculation values.
Receipt Note Sample Reports
The sample Receipt Note (RN) report GRNSimple.rox has been amended into a
document, that is, one RN per page, and has been renamed RCVNsimple.rox. The
GRNSimple2.rox has been removed.
The GRNComplex.rox has been amended into a listing, renamed and split into three
listings, each with a different sort criteria. The three listings are now available from
Navigation Manager as follows:
Receipt Note Report sorting by Item Code (RNRI) RCVNcomplex_itemcode.rox
Receipt Note Report sorting by Order Reference (RNRO) RCVNcomplex_order.rox
Receipt Note Report sorting by Receipt Notes Reference (RNRR)
RCVNcomplex_receiptnotes.rox
Budget Checking Override Message
Purchase Budget Checking searches for any operator group or general tolerance
overrides. If found, you are prompted to confirm that they are to be applied. If none are
found, a message is no longer displayed.
Generate Transaction Line
A new action, Generate Transaction Line, has been added to Purchase Invoice Entry,
Purchase Order Entry and Sale Order Entry. This is a very simple copy of a transaction
line to the current transaction, and can be used when placing or receiving repeat orders.
Closing a Warehouse
You can no longer change the status of a warehouse to Closed if it still contains
outstanding stock.
Purchase Order/Purchase Invoice Temporary Addresses
An existing address can be used as a template to create a new temporary address.
Miscellaneous Fields on Customer Setup
Several new miscellaneous fields have been added to Customer Setup.
Purchase Requisition Fields
The Purchase Requisition fields added to Purchase Orders/Invoice in SunSystems 5.2.1
can now be viewed using Control Desk programs.
SunSystems Connect and Transfer Desk
Additional DJI Components
Additional DJI components have been added which can be used with SunSystems
Connect. Details of these new components are outlined in the SSC Technical Reference
help:
• BankDetailsExtension
• BusinessLineImport
• DataSource
• InventoryCountLines
• InventoryRevalProfile.
Transformation Lookup Table Editor (TLTE)
Transformation Lookup Table Editor is an extension of Transformation Designer (TXD),
which supports transformation of SSC payloads using lookups based on mapping tables.
It allows you to edit lookup tables eliminating the need to perform hard-coded mappings
using JavaScript functionality.
Transfer Profile Designer
The option to rename, delete or move source file data after processing has been
introduced to Transfer Profile Designer. The File action source runtime option is
exclusive to imports and assists users who repeatedly import Ledger data from a source
file using SSC/TD.
Direct Server Driver
SunSystems 5.2.1 Service Pack 1 includes a new driver that operates using
SunSystems 5 business logic (such as user defined business rules and database
access), during payload execution. However, it bypasses the forms interface used by the
SASI driver. This makes the driver faster and allows improved scalability for enterprise
environments.
Discuss in forum
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Written by Guest on 2007-03-08 22:12:59
Thanks for writing this article! New Order Fulfilment functionality will definitely help us a lot to run the business. |
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