Updates to Inventory Control and Material Planning

Improved Reporting on Material Transactions by Document Number

You can now specify a document number on most material transaction forms, and then filter G/L posted transactions and other reports by document number, in order to group certain types of transactions together.

We added a Document Number field, which already existed on some forms, to these forms:

  • Combined Transfer Order Ship/Receive
  • Customer Order Kit Builder
  • Customer Order Shipping Error Processing
  • Customer Order Shipping Error Processing Query
  • G/L Posted Transactions
  • Inventory Consigned From Vendor Usage
  • Job Material Kit Builder
  • Job Material Transaction
  • Job Material Transaction For Batched Productions
  • Job Material Transactions Error Processing
  • Job Material Transactions Error Processing Query
  • Just In Time Production Error Processing
  • Just In Time Production Error Processing Query
  • Just-In-Time Production Transactions
  • Multi-site Quantity Move
  • Order Shipping
  • Production Schedule Complete Error Processing
  • Production Schedule Complete Error Processing Query
  • Production Schedule Complete Transactions
  • Production Schedule Scrap Error Processing
  • Production Schedule Scrap Error Processing Query
  • Production Schedule Scrapped Transactions
  • Project Resource Kit Builder
  • Project Resource Transactions
  • Purchase Order Receiving
  • Purchase Order Receiving Error Processing
  • Purchase Order Receiving Error Processing Query
  • RMA Item Dispositions
  • RMA Return Transaction
  • Service Order Material Data Collection
  • Service Order Packing Slip Generation
  • Service Order Packing Slip Maintenance
  • Service Order Transactions
  • Service Order Transaction Posting
  • Transfer Order Kit Builder
  • Transfer Order Loss
  • Transfer Order Receive
  • Transfer Order Receive Error Processing
  • Transfer Order Receive Error Processing Query
  • Transfer Order Ship
  • Transfer Order Ship Error Processing
  • Transfer Order Ship Error Processing Query
  • Work Center Labor Error Processing
  • Work Center Labor Error Processing Query
  • Work Center Labor Transactions
  • Work Center Material Error Processing
  • Work Center Material Error Processing Query
  • Work Center Material Transactions

We changed these reports to include a Document Number range:

  • Inventory Aging Report
  • Inventory Balance Report
  • Inventory Consigned From Vendor Usage Report
  • Item Serial Number Report
  • Material Analysis by Work Center Report
  • Production Schedule Scrapped Report
  • Production Schedule Transaction Report
  • Project Transactions Report
  • Service Order Transaction Posting Report
  • Work Center Transactions Report

Enhanced Transaction Detail for Journals

We added new transaction detail forms for these journals that previously did not have one:

Type of Journal Transaction Form Name
BNK Dist Posted Transaction – Bank
FA Dist Posted Transaction – Fixed Asset
FS Dist Posted Transaction – Field Service
Multi-Site Posted Transaction – Multi-Site
PR Dist Posted Transaction – Payroll
General and User Defined Posted Transaction – General

These forms are opened from the Journal Entries or G/L Posted Transactions form. The transaction detail shows the debit and credit information from the parent form.

We also added sequence detail grids to these existing journal forms:

Type of Journal Transaction Form Name
AP Dist (without a reference of R) Posted Transaction – A/P
AP Dist (with a reference of R) Posted Transaction - Voucher Pre-Register
AR Dist Posted Transaction – A/R
PC Dist Posted Transaction – PRJLBR

Machine Utilization Report

To provide a comprehensive history of a resource utilization for evaluation, you can now report machine hours against a resource ID, then view those transactions on the Machine Utilization report.

Gantt Chart Enhancements for Web Client

For users accessing the system through a web client, the Gantt chart now includes these features:
  • Modern look and feel
  • Predefined color themes for the chart components
  • Additional filters to reduce clutter
  • Quick access to supporting SyteLine forms
  • Visual Status indicators to see real time performance of job reporting
  • Validations during drag and drop.

APS Cloud Load Balancing

These load-balancing mechanisms have been added to the cloud implementation of APS:
  • An APS Configuration for each CSI SQL Database, Site, and Alternative is created on two servers, across Availability Zones.
  • A new service monitors the APS server’s health and handles recovery.
  • An enhanced Landlord service to allow APIs to manage the APS configurations. This includes determining if additional servers need to be stood-up.
  • New APIs for monitoring APS configuration status.
  • The Planner Database is copied after Planning is completed, and incremental updates are performed on both databases.
  • Updated APS functionality to better track how much memory and disk space is needed, to be used in allocating the APS configurations across the servers.
  • Some reconfigured APS pieces to better support the cloud environment.
  • An updated APS Sites form that limits some actions when used in a cloud environment.
  • A new mechanism to handle APS patches individually, per tenant.

Item 360

The View button label is now View Details.

Parent topic: What's New in This Version