Total Order Plus Latest Features

The features listed below are included in the latest version of TOP 2000.Q:

bulletUse Customer Name in the O/E Interface on the Customer Master has been changed to include a D selection. This will eliminate the 'Drop Ship' message from printing on orders
bulletNew system card file OE_NOTEC has been added to display during conversion of an order into an invoice
bulletModified TOP Order Data Entry detail file to enhance the use of ODBC data base information
bulletAdded country code to the A/R ship-to record, O/E ship-to record, UPS ship-to record and the ODBC tables
bulletAbility to search customers by an email address
bulletAdded an option to the Find Order/Invoice Utility to search by inventory item code
bulletRegister numbers have been added to the A/P and P/O modules
bulletA/R Cash Receipts History purge has been changed to purge by year
bulletModified OE Invoice History and AR Cash Receipts History purge programs to purge to history folders by company number
bulletModified A/R Cash Receipts History to allow for more options:  sort by customer, G/L number, invoice number, register number and an option to find a header record with deposit information with an option to search purged history
bulletAdded International country codes and tariff information to UPS WorldShip software
bulletGL General Journal Entry date now has to be within 365 days prior or in advance of the current date
bulletAdded new International Country Code file to the SP Options menu
bulletInventory Audit Report modified with an option to export the report in Excel format
bulletOrders or invoices can no longer be entered for customers on Credit Hold  (CH)
bulletEmail Reminder Message Maintenance added to the A/R Definition Menu
bulletSend Email Reminder flag added to the Customer Status Maintenance
bulletUpdate CH flag added to the Customer Status Maintenance to automatically update the credit field
bulletCredit Hold field has been expanded to allow any code beginning with a C be treated as a credit (i.e. CO=Collections)
bulletFlag has been added to the A/P Vendor master for active or inactive vendors and will not allow you to enter an invoice for a vendor that is inactive
bulletFlag for active or inactive customers has been added to the customer master
bulletFeature has been added to the A/P Vendor History Display on the Vendor Sub-Menu to display the General Ledger account numbers that were entered on the original invoice. You can also see the invoice header information and the GL accounts on the A/P Options Menu in Invoice History selection.
bulletA/P Invoice Data Entry at the invoice number field, you can enter Shift+? and TOP will start the invoice display with the invoices for the vendor entered and will not allow you to select an invoice for another vendor
bulletA/P Manual Check Data Entry at the invoice number field, you can enter Shift+? and TOP will start the invoice display with the invoices for the vendor entered and will not allow you to select an invoice for another vendor. You can press F1 at the invoice number field and TOP will bring up the next available invoice number.
bulletNew program to copy a customer's contract prices to other customers with the same contact type
bulletNew option added to the O/E Sales by Salesperson by Zip Report to select to print invoice detail
bulletUtility program to copy a customers contract prices to all other customers with the same customer type
bulletAdded option to Customer Contract Pricing Report to list only contract prices that are less than the average cost in the item master
bulletExport for Customer Next Contacts and the Calendar to Outlook
bulletNew I/C Excess Inventory report
bulletAdjustments, Issues and Receipts updated daily to the Item History file with kits now included in sales
bulletAutomatic Invoice Generation Lookup now on the Order Entry Options Menu
bulletAdded utility programs to copy inventory items, customer status information, customer contacts to another company
bulletAdded customer type to O/E Item Sales by Customer Report
bulletNew open invoice report with an option to list only invoice with finance charges
bulletAdded new G/L Prior Month Comparison report
bulletIncreased the size of the A/R Customer Contact phone numbers to allow for International numbers
bulletAdded UPS Ship-to file to O/E Automatic Invoice Generation for shipping and the ability to enter a negative quantity for credits
bulletMulti-warehouse on-hand quantity display in Inventory Item Balance and Sales Display
bulletAdded new field to Item Master allowing the option to allow or disallow updating the average unit cost
bulletAdded the credit card security code to automatic invoice generation
bulletAdded running balance to A/P Open Invoice Display print option
bulletNew print option added to order print for printing bin and extension or bin location only
bulletCustomer Analysis Report has an added option to print prior year for the current month comparison
bulletCash Receipt postings to the General Ledger End-of-Day report are now separated by bank deposit code. This helps to simplify matching credit card deposits.
bulletOption to enter F1 for next available A/P manual check number. Can be used for entering transactions that don't have a check number.
bulletAdded country of origin and tariff code to Item Master
bulletAdded option to the Customer Label Print to print labels by salesperson with an additional label option to list the contact name
bulletS/A Salesperson by Customer by Item report now has an option to print either (D)etail or (S)ummary records
bulletChanged Inventory Transaction Report and Update to allow transaction postings to the General Ledger for receipts, issues and adjustments
bulletModified Customer Analysis Report to sort by city and state, print city and state on the report with an option to output to a tab delimited text file
bulletOption to enter sales tax only credit memos in Invoice Data Entry
bulletAdded item summary to Customer Item Prior Year Report with an option to sort by item, PTD or YTD figures
bulletAdded advanced options to the Item Royalty Report
bulletOption added to Inventory discontinued items that allows you to set up an O/E notepad specifying what item to use in place of the discontinued item
bulletChanges made for printing to Zebra printers and ability to print labels using UnForm
bulletOption to select statements for customers over 60 days past due
bulletAdded 2nd salesperson field as an option on the O/E Open Order Report
bulletUtility program to edit the item royalty file for type, amount or percent
bulletCustomer name and address added to the Customer Item History Report
bulletOption to sort by bin location on the summary page of the Customer Item History Report
bulletNew report Item Sales by Month Report that lists six months of sales to a printer but twelve months if printed to a text file
bulletChanges to O/E Invoice Generation to work with UnForm 7
bulletOption added to Terms Code Maintenance to print only the last four digits of the customer's credit card number
bulletCustomer contract pricing can now be exported to Excel, pricing updated and imported back into TOP
bulletNew change for number of labels in O/E - can print up to 999 labels per order/invoice
bulletNew salesperson report that includes first and second salesperson within a specified date range. Report lists salesperson code, zip code, customer code and name, state code, customer type, Year to Date and Prior Year sales
bulletAdded feature to filter by Name, street, city and state in Customer by Name on the A/R Options Menu
bulletAdded option to be able to do discounting off of a customer's contract price
bulletSCO UNIX customers can now download the TOP2000.O update from our support website www.mindwarecorp.com --> Click on Downloads --> Right click on upgrade --> Save to the (S)hare drive on the file server and call Mindware to install
bulletNew audit program to trace order and invoice input by writing records to an audit file when operators add, edit, print, delete, convert and update orders/invoices
bulletNOF name is now exported to the General Ledger End of Day report and the Monthly Summary of Postings report from the Accounts Payable invoices and manual check entry
bulletTOP purchase order information can be exported to a file and can become an order in TOP
bulletNew order import program to interface with Trodat web orders
bulletCurrent version of TOP and the date installed displays on the Welcome screen. A message will display on your screen if your version of TOP is over 365 days old.
bulletAdded new features for the EDI invoice import
bulletNew export program in the I/C module that lists inventory items to a file that can be imported into Excel. You can change the item pricing and then export the changes to a file that can be imported back into the I/C item master.
bulletNew feature in 'Purchase Order Data Entry' allows you to enter an O/E order number for a particular customer and import the line items from the order into the purchase order. You can select line items to import for the vendor.
bulletG/L journal entries now displays the last reference used on the bottom of your input screen
bulletA new feature has been added to the 'Find Order/Invoice Utility' that allows you to view cash receipts history for any given invoice number.
bulletWhen entering A/P invoices, you can enter a purchase order+ the F1 key at the vendor input field to display the items and pricing to import into the invoice so the PO receipts pricing will match the invoice pricing
bulletNew option to email A/R monthly statements using MailCall 2.0
bulletFunction to calculate dollar amount on all open purchase orders and the number of units on order
bulletMultiple discount level codes has been added to the 'Customer Masterfile Listing'
bulletInvoice History by Order Type report allows you to list one customer, a range of customers or a group of customers.
bulletA/P Bank ID Maintenance has starting check number that displays during check printing
bulletNew option on terms code for credit cards that allows you the option to print just the last four digits of the credit card number on orders and on invoices
bulletAdded a new parameter in Inventory Control Parameters for a warehouse feature. Warehouse numbers can be used in each inventory item, on various reports, in order and invoice data entry and purchase order data entry. This is the first step to a multi-warehouse option.
bulletAdded starting check number field in Accounts Payable Bank ID Maintenance. The next check number defaults during check printing.
bulletA/P invoice memo field has been expanded to 30 characters
bulletCash receipts register number has been added to the G/L memo field
bulletCash receipts postings to the G/L has been separated by deposit code
bulletRegister numbers have been added to reports that are involved with an update
bulletNew A/R Begin Period End program that sets a flag that End of Period is in progress and locks the A/R menus from other users
bulletTOP Report Writer has been added to three more modules - General Ledger, Order Entry and Purchase Order report menu now has the option
bulletOption to display vendor purchase history by PO or receipt date
bulletAdded active flag to General Ledger Account Maintenance that defaults to Y for active. If the active flag is set to N, the account can no longer be used in the General Ledger nor will it be used in any other module's G/L Interface Maintenance. The system will display a warning message if the account is used in journal entries, allocating entries or recurring entries.
bullet

New report in the General Ledger to list monthly transactions by day to determine where a discrepancy may be when an out of balance condition occurs on the 'G/L Daily Summary of Postings'

bullet

The 'Period Summary of Postings' will automatically check for missing account numbers for an out of balance condition

bullet

Set date routine displays last month closed for each module

bullet

Order Entry end of day process checks to see if A/R, I/C and S/A End-of-Period has been completed

bullet

The following registers and journals can be setup to output to a PDF file:

bullet

A/P Open Invoice Register            A/P Payment Selection Register

bullet

A/R Open Invoice Register            A/P Check Register

bullet

G/L End-of-Day Journal                A/P Manual Check Register

bullet

I/C Transaction Register               G/L Journal Entry Report

bullet

P/O Transaction Register              A/R Cash Receipts Journal

bullet

O/E Daily Sales Journal

bullet

New option to print customer mailing labels by product code. A new product code update has been added to the A/R Definition Menu to create a file by customer that includes all product codes that were purchased by a customer during a specified time frame

bullet

Bin location for each item on the purchase order prints on PO Format 3

bullet

Ship-To name and address expanded from 24 to 35 characters in A/R and O/E modules

bullet

Ability to limit menu access by user ID

bulletNew feature has been added to the 'Transaction Audit Display'. You can now enter a year, month and day to begin the display or enter any date throughout the year to move the display backwards or forward.
bulletNew data fields that have been added to the item master now print on the item hardcopy report
bulletShip-to address has been added to the 'Company Masterfile Maintenance' on the Purchase Order Definition Menu. This address automatically defaults as the ship-to address when entering a new purchase order.
bulletA new report 'Customer Discount Information Report' reflects the discount level pricing for each product category set up for each customer
bulletA new report 'Open Invoices by Salesperson' lists by salesperson, each open invoice, number of days past due, customer telephone number, purchase order number for each invoice, amount of the invoice and any balance due amount
bulletZebra label printer can now be used with UnForm to print shipping labels, UPS labels, etc.
bulletBar Code Program: is a new flag in 'Order Parameter Maintenance' to allow the input of a custom label print program that will automatically print a label after you enter an order
bulletGroup code has been added to 'Customer Status Information' and is used to group customers together on several reports
bulletEnd-Of-Period Update now displays the last period-end date of when the month was closed
bulletItem Type added to the Segment One Maintenance screen on the Inventory Control Definition Menu to automatically default when entering new inventory items
bulletThe Customer Item Prior Year Comparison report on the Order Entry Report Menu now has an option to include Special line items
bulletNew inventory item import programs for the SP Richards catalog
bullet

UPS notification emails have been added as a contact type UP in the Contact Maintenance on the customer sub-menu. The email notifications will be sent to customers during the UPS daily closing procedure

bullet

Added order form title to Order Form Maintenance on the O/E Options Menu. Each TOP user can define their own titles that they want to print on each type of order.

bullet

Added option to enter a UPS number for UPS Freight Collect. The customer UPS number can also be stored  in the customer Ship Via Maintenance. This information is then transferred with the TOP-UPS Interface.

bullet

ABC classification code has been added to the Item Master Status Maintenance screen. Code A is used on an item that is of importance for reorder, reporting, etc. Code B indicates this item is of average importance and Code C indicates this item is of relative unimportance.

bullet

Physical Count Sheets can be created by ABC classification code

bullet

Subject, end date, end time and an all day event field has been added to the contact calendar

bullet

Customer and vendor information can now be exported to Outlook and Outlook Express

bullet

Starting check number has been added to Bank ID Maintenance and defaults during check printing