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March 2021 Release Notes
March 3, 2021
1) Deleted with Cost RO Reconciliation Utility – Created a utility to allow users to more easily correct transactions that have been deleted with cost.
a. Installation Options: go to “Forecasting/…/RO Options/…/Trans. Detail” and on the RO Options tab –
i. Deleted with Cost Part Reconciliation
1. Manual – user must select the utility from the RO Parts Tools pull-down menu. (default setting)
2. Automatic – the RO transactions will be checked automatically when the RO part/sublet/miscellaneous transaction list display is opened. If there are transaction(s) that are deleted with cost, the reconciliation window will appear automatically.
ii. Include (include these types of transactions in the reconciliation utility)
1. Parts (checked by default)
2. Sublet (checked by default)
3. Miscellaneous (not checked by default)
b. Reconciliation Window:
i. The left half of the window contains transaction(s) that have been deleted with cost. The user can tag the transaction(s) they want to put back on the billable RO.
ii. The right half of the window contains transaction(s) that have not been returned. The list only includes transaction(s) that were imported from EMS on or after the import that caused the deleted with cost transaction(s) to occur. The user can tag the transaction(s) they want to delete from the RO.
iii. There is a “T” column in the list displays. This indicates the transaction type (parts, sublet, miscellaneous). The transactions are on the same window in case a user changed a transaction type in Rome Management, and needs to reconcile the deleted with cost transaction.
iv. The totals at the bottom show the total transaction price to move back to the billable RO, and the total transaction price to delete from the RO. These numbers should be in balance so that the RO total is in balance with the EMS.
v. Press the Reconcile button to process the tagged transaction(s). A security note will be created, and the reconciliation window will close automatically.
vi. If the user does not want to run the utility, they can press the Close button.
March 12, 2021
1) Deleted with Cost Reconciliation – The user can reconcile one transaction at a time.
a. Quantity must match between the deleted with cost transaction and the new billable transaction.
b. The new billable transaction cannot be ordered.
c. The new billable transaction must either have the same vendor, or the vendor’s name is blank on the new billable transaction.
d. The user can perform a split quantity transaction from the reconcile window to get the quantity to match.
e. The user can change a transaction from the reconcile window to manage other scenarios that may arise.
2) Cell Phone Provider Lookup – The cell phone provider is done automatically.
a. The user will see the cell phone number and the cell phone provider at the top of the list display.
b. If Rome Management can find the correct provider, it will be tagged automatically.
c. If Rome Management cannot find the correct provider, the user can tag one cell phone provider in the list.
d. Press Close to save the cell phone provider.
e. Note: if a cell phone provider has already been selected, the provider will not be validated a second time. The user can press the Provider button if they want to re-confirm the correct cell phone provider has been selected in Rome Management.
3) RO Callback List Display – Added the ability to sort the list display column header. To use the RO locator (type the number of the RO to find the RO), the list display must be sorted by the RO number (default behavior).
March 25, 2021
1) Deleted with Cost Match Utility – Setup Options
a. The setting to run the deleted with cost match utility is set to automatic by default (for users that are updated from a release prior to 3/3/21).
b. Added an option to indicate whether parts/sublet/miscellaneous transactions should be combined on one screen. The default for this option is that it is turned off. This option may be helpful for users that routinely move an item from parts to sublet in Rome Management.
2) Deleted with Cost Match Utility – RO Processing
a. The tag/untag/split/change buttons at the bottom of the list displays are hidden. They are available if you right-click on the list display (this is a requirement of the tagging toolkit).
b. Confirmation messages have been disabled. Once a user presses [OK] the utility runs.
c. A note is added to the purchase order indicating the part that has been kept on the billable RO.
d. A security note is created indicating the part that has been kept on the billable RO.
e. Estimate header transactions do not appear in the billable RO list display.
f. If there is only one transaction in the deleted with cost list display, it is tagged automatically when the window is opened.
g. If there is only one transaction in the billable RO list display, it is tagged automatically when the window is opened.
h. After the user presses [OK], if there are no more deleted with cost transactions (or no billable RO transactions) to be matched, the window will close automatically. (If there is at least one deleted with cost transaction available to match, the window will not close.)
*The following items were in patches for the prior release:
3) Cell Phone Provider Lookup – Changed the [Close] button to [OK] and [Cancel] so the user can easily cancel their changes if necessary.
March 30, 2021
1) Atlas – The big board vehicle counts include RO’s that are in staging.