Elliott V9 Changes Summary and Detail - Please Comment
Attached please find Elliott V9 Changes Summary and Detail documents. You can just read the summary document to get a good idea of what changes will take place in V9. Please comment if you can before we finalize Elliott V9 project. Thank you.
Elliott Price Code is very flexible. However, there are users suggested that Elliott should offer solution to make the pricing easier to maintain. So we are thinking of the following two solutions:
Solution 1 – Split Price Code Tables into Two
We will need to split the price codes into two tables:
(1) Price codes, which support price code 1 – 8. Pricing is not setup in price codes, instead price codes point to pricing policy table.
(2) Pricing policy. Setup pricing, including discount, price, markup, minimum price, and the quantity break pricing (if any).
You can have multiple price codes records per pricing policy.
Think of the idea this way, we can break up the top part of the price code file maintenance (customer type) into the “price code” table. We then break the pricing part (including item number, pricing, discount/marktup/price/min-price) into the pricing policy table. Then we link them to gether.
So when you are going to change pricing, you only need to change the pricing policy table, and no need to change price code table. If you want to add ore remove a customer type from a pricing policy, then change the price code table and no need to change pricing policy.
Solution 2 – Add More Price Fields into Item Master
The other solution is we can also add maybe 3 level pricing into the item master, so you can have the following price:
1. Item Price
2. Item Price 1
3. Item Price 2
4. Item Price 3
5. Item Minimum Price
Then when you setup the price code, you can indicate that your pricing is:
Discount (Base on Item Price)
Markup (base on item cost)
Item Price 1
Item Price 2
Item Price 3
If you don’t use Fixed Price, then when you change the price in the future, you just change the item’s price fields above. You only change the price codes if certain customers, or customer types need to be changed to apply to a different level of price.
Support 5 additional search keys of the attribute of customer, items, ship-to...etc.
Improve the lot number tracking capability per Avi. Create the database that will be capable of doing that first. Then gradual add the ability down the road.
SYZIPCDS table primary key is a 5 digits zip code. The maximum size is 5 digits. Canadian postal code is in the format is of “XXX XXX”. At this moment, Elliott can’t populate Canadian postal code to SYZIPCDS table due to the database incompatibility. I suggest to change the table in version 9 so Canadian zip codes will be supported.
We should probably consider adding volume information to the bin master level so we can determine how full a bin may be. The volume information including cubic feet, length, width, height? Also, a lot of time, the pallet size is important too. In many case, what's store at the bin is pallet, not the indivisual item. Not sure where to put that information.
Item packaging Length, Width and Height should be added to the item file as well. This could be used for future use in the WMS and other external applications
Mike Boyd - D M & E Corporation commented
It will be nice to have more characters in the Job Number field but we would like to have the field to be alpha-numerical as well.
Thomas Woody - Record USA, Inc. commented
Material Cost Type should be expanded by at least 1 (potentially 2, consistent with Product Category expansion).
Add a FIPS County Code. With the increasing demand to pay sales tax for nation wide transactions (as far as I know now apply to CA, IL, OH and AL) and the need to report total sales by jurisdiction, and the assumption that we will NOT have all the possible jurisdictions in Elliott, we need to capture the FIPS code. This is available now using the zip code database but there is no logic to attach it to the order. Edward, I am using the Job field to capture it for the Amazon orders' import, but it will be nice to add a unique field. When running the Sales tax liability report, we can subtotal by juristriction which is required by the sales tax portals.
Increase COP Ship To to 6 characters. With more businesses selling nation wide through Amazon, Groupon etc. and with a need to trace these different ship to's we need a bigger field size. The current 4 characters field size allows 1,679,616 combinations if you use numbers and letters. Cybermac has the logic to create Ship to codes for these combinations. This looks as a big number but with a realistic 2000 orders per day it will not hold for very long time.
Someone suggested that the Freight Account should be removed from the Order Billing Screen and the invoice posting should always get the freight account from ship via code setup.
Currently, the freight account is determined at the time of entering the Order Billing Screen. It default to the freight account in the ship via code. One Elliott user choose to access billing screen during regular order entry. But they don't know the ship via code yet at the time of order entry, so they use a generic ship via code, and result the billing screen use the generic ship via code freight account. Later on, the ship via code is changed before the order is shipped. But the freight account in order header stay the same.
So it is suggested that Elliott should always determine the freight account base on Ship Via code on the order header upon invoice posting. If that is the case, then we should not even store freight account in order header file at all. We are evaluating whether we should remove freight account from order header file or not. Please comment and let us know your opinion.
Add item boxed height, width and length into item file for future use. The volume field does not give an accurate representation of the item to calculate DIM weights or determine packaging in any future enhancements.
Regarding Sheryl Manz's comment on 6/6/17 4:40AM, we do intend to introduce 12 months accumulator fields for customer, vendors and some other master table. This will be similar to the 12 months accumulator in IMLOCHST (I/M Location History).
Sheryl Manz - Davidson's, Inc. commented
I would like to see accumulators in addition to PTD and YTD - Monthly and QTD accumulators for customers, slm, vendors, items, etc. I also think there could be some Elliott reports for these new accumulator fields.
Regarding Bob Goldberg's comment on 4/4/2017 12:02, we will ensure that we have the necessary database structure to support 6 lines x 60 characters for address. We are thinking using attribute to support it in the future. Therefore, we will expand the attribute reference field from 35 characters to 60 characters with V9. But we will not support this feature with the initial Elliott V9 release though.
I would like to see the 30 character Customer Address and Ship To fields expanded even more - perhaps up to 60 characters, with 6 lines of address available. Mercer has international customers that require that much detail on shipping labels and shipping documents.
Brian Koomen - CEM Corporation commented
Hmm. posted this before but never showed up.
Would like to ability to have Elliott intergrate with Salesforce. Not to knock the CRM in Elliott, but we need to use Salesforce for out CRM. We would like to have the ability for data be updated in both systems. Right now we are only able to extract data from Elliott to a spread sheet and then upload the data to Salesforce.
Brian Koomen - CEM Corporation commented
Add email address field to the order entry screen.
With the new additional fields being added, the Sales Desk Screen layout also needs to be expanded to have more than 12 custom fields displayed.
Sheryl Manz - Davidson's, Inc. commented
I suggest group permissions for attribute maintenance. Users in the same group need to have access to each others' attributes without having to setup a hierarchy for each person in the group.