Total Order Plus Version 2000 Features

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

bullet Use 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
bullet New system card file OE_NOTEC has been added to display during conversion of an order into an invoice
bullet Modified TOP Order Data Entry detail file to enhance the use of ODBC data base information
bullet Added country code to the A/R ship-to record, O/E ship-to record, UPS ship-to record and the ODBC tables
bullet Ability to search customers by an email address
bullet Added an option to the Find Order/Invoice Utility to search by inventory item code
bullet Register numbers have been added to the A/P and P/O modules
bullet A/R Cash Receipts History purge has been changed to purge by year
bullet Modified OE Invoice History and AR Cash Receipts History purge programs to purge to history folders by company number
bullet Modified 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
bullet Added International country codes and tariff information to UPS WorldShip software
bullet GL General Journal Entry date now has to be within 365 days prior or in advance of the current date
bullet Added new International Country Code file to the SP Options menu
bullet Inventory Audit Report modified with an option to export the report in Excel format
bullet Orders or invoices can no longer be entered for customers on Credit Hold  (CH)
bullet Email Reminder Message Maintenance added to the A/R Definition Menu
bullet Send Email Reminder flag added to the Customer Status Maintenance
bullet Update CH flag added to the Customer Status Maintenance to automatically update the credit field
bullet Credit Hold field has been expanded to allow any code beginning with a C be treated as a credit (i.e. CO=Collections)
bullet Flag 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
bullet Flag for active or inactive customers has been added to the customer master
bullet Feature 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.
bullet A/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
bullet A/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.
bullet New program to copy a customer’s contract prices to other customers with the same contact type
bullet New option added to the O/E Sales by Salesperson by Zip Report to select to print invoice detail
bullet Utility program to copy a customers contract prices to all other customers with the same customer type
bullet Added option to Customer Contract Pricing Report to list only contract prices that are less than the average cost in the item master
bullet Export for Customer Next Contacts and the Calendar to Outlook
bullet New I/C Excess Inventory report
bullet Adjustments, Issues and Receipts updated daily to the Item History file with kits now included in sales
bullet Automatic Invoice Generation Lookup now on the Order Entry Options Menu
bullet Added utility programs to copy inventory items, customer status information, customer contacts to another company
bullet Added customer type to O/E Item Sales by Customer Report
bullet New open invoice report with an option to list only invoice with finance charges
bullet Added new G/L Prior Month Comparison report
bullet Increased the size of the A/R Customer Contact phone numbers to allow for International numbers
bullet Added UPS Ship-to file to O/E Automatic Invoice Generation for shipping and the ability to enter a negative quantity for credits
bullet Multi-warehouse on-hand quantity display in Inventory Item Balance and Sales Display
bullet Added new field to Item Master allowing the option to allow or disallow updating the average unit cost
bullet Added the credit card security code to automatic invoice generation
bullet Added running balance to A/P Open Invoice Display print option
bullet New print option added to order print for printing bin and extension or bin location only
bullet Customer Analysis Report has an added option to print prior year for the current month comparison
bullet Cash 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.
bullet Option to enter F1 for next available A/P manual check number. Can be used for entering transactions that don’t have a check number.
bullet Added country of origin and tariff code to Item Master
bullet Added option to the Customer Label Print to print labels by salesperson with an additional label option to list the contact name
bullet S/A Salesperson by Customer by Item report now has an option to print either (D)etail or (S)ummary records
bullet Changed Inventory Transaction Report and Update to allow transaction postings to the General Ledger for receipts, issues and adjustments
bullet Modified 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
bullet Option to enter sales tax only credit memos in Invoice Data Entry
bullet Added item summary to Customer Item Prior Year Report with an option to sort by item, PTD or YTD figures
bullet Added advanced options to the Item Royalty Report
bullet Option 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
bullet Changes made for printing to Zebra printers and ability to print labels using UnForm
bullet Option to select statements for customers over 60 days past due
bullet Added 2nd salesperson field as an option on the O/E Open Order Report
bullet Utility program to edit the item royalty file for type, amount or percent
bullet Customer name and address added to the Customer Item History Report
bullet Option to sort by bin location on the summary page of the Customer Item History Report
bullet New report Item Sales by Month Report that lists six months of sales to a printer but twelve months if printed to a text file
bullet Changes to O/E Invoice Generation to work with UnForm 7
bullet Option added to Terms Code Maintenance to print only the last four digits of the customer’s credit card number
bullet Customer contract pricing can now be exported to Excel, pricing updated and imported back into TOP
bullet New change for number of labels in O/E – can print up to 999 labels per order/invoice
bullet New 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
bullet Added feature to filter by Name, street, city and state in Customer by Name on the A/R Options Menu
bullet Added option to be able to do discounting off of a customer’s contract price
bullet SCO 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
bullet New 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
bullet NOF 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
bullet TOP purchase order information can be exported to a file and can become an order in TOP
bullet New order import program to interface with Trodat web orders
bullet Current 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.
bullet Added new features for the EDI invoice import
bullet New 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.
bullet New 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.
bullet G/L journal entries now displays the last reference used on the bottom of your input screen
bullet A new feature has been added to the ‘Find Order/Invoice Utility’ that allows you to view cash receipts history for any given invoice number.
bullet When 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
bullet New option to email A/R monthly statements using MailCall 2.0
bullet Function to calculate dollar amount on all open purchase orders and the number of units on order
bullet Multiple discount level codes has been added to the ‘Customer Masterfile Listing’
bullet Invoice History by Order Type report allows you to list one customer, a range of customers or a group of customers.
bullet A/P Bank ID Maintenance has starting check number that displays during check printing
bullet New 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
bullet Added 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.
bullet Added starting check number field in Accounts Payable Bank ID Maintenance. The next check number defaults during check printing.
bullet A/P invoice memo field has been expanded to 30 characters
bullet Cash receipts register number has been added to the G/L memo field
bullet Cash receipts postings to the G/L has been separated by deposit code
bullet Register numbers have been added to reports that are involved with an update
bullet New 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
bullet TOP Report Writer has been added to three more modules – General Ledger, Order Entry and Purchase Order report menu now has the option
bullet Option to display vendor purchase history by PO or receipt date
bullet Added 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.
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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’

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

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Set date routine displays last month closed for each module

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

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

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

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A/R Open Invoice Register            A/P Check Register

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

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I/C Transaction Register               G/L Journal Entry Report

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P/O Transaction Register              A/R Cash Receipts Journal

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O/E Daily Sales Journal

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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

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

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

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Ability to limit menu access by user ID

bullet New 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.
bullet New data fields that have been added to the item master now print on the item hardcopy report
bullet Ship-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.
bullet A new report ‘Customer Discount Information Report’ reflects the discount level pricing for each product category set up for each customer
bullet A 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
bullet Zebra label printer can now be used with UnForm to print shipping labels, UPS labels, etc.
bullet Bar 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
bullet Group code has been added to ‘Customer Status Information’ and is used to group customers together on several reports
bullet End-Of-Period Update now displays the last period-end date of when the month was closed
bullet Item Type added to the Segment One Maintenance screen on the Inventory Control Definition Menu to automatically default when entering new inventory items
bullet The Customer Item Prior Year Comparison report on the Order Entry Report Menu now has an option to include Special line items
bullet New inventory item import programs for the SP Richards catalog
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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

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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.

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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.

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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.

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Physical Count Sheets can be created by ABC classification code

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

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

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

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