143 results found

1. Add Flexibility to User Defined CSV Column Heading by Supporting Variables

   Currently, the User Defined CSV Export column heading is predefined and is static. Sometimes a CSV layout is defined to compare current month, last month and prior month. For example, if current month is December, last month is November, prior month is October. In the layout, you can specify the month as "CP" = Current Period, LP=Last Period, PP=Prior Period. But You can't put December, November and October as the column headings, since next month the column headings will change. Therefore, it is proposed we support the following variables in the column heading:
   * <MON>: The three digits month like Jan, Feb, Mar...etc.
   * <MONTH>: The full month name like January, February....etc.
   * <MM>: Two digits month like 01, 02...,11, 12.
   * <YR>: The two digit year.
   * <YEAR>: The 4 digit year.
   * <TODAY>: System date in MM/DD/YY format.

   These variables must be in upper case and can be combined with other constant or variables. If the column heading has any characters other than the above variables, the variable will be replaced by the appropriate "To" period month or year value.

   If the "From" and "To" dates are the same, only one value will appear in the column heading. Ex: "<MONTH>, <YEAR>" would become November, 2020

   If the "From" and "To dates are not the same, the column heading will show both dates. Ex: "<MON>/<YR> to " would become Sep/20 to Nov/20

   Keep in mind that the maximum column heading in layout maintenance is 17 digits. You must define the heading including variables with less than 17 digits. It is not an issue If the translated result from variables yields a heading longer than 17 digits since the actual CSV heading has no limit.

   In the column heading, we will offer "F7=Help with Variables" option which will display a window of the possible variables and how to combine them. Nothing will return back from F7.

   In the attached example, the column heading of the following in December 2020 would be:
   * Column 1: <TODAY> Item#
   * Column 13: <MON> <YEAR>
   * Column 14: <MON> <YEAR>
   * Column 15: YTD <YEAR>
   will become like:
   * Column 1: 12/01/20 Item#
   * Column 13: Dec 2020
   * Column 14: Nov 2020
   * Column 15: YTD 2020

   The variable <TODAY> in the column heading is used to indicate the date when the CSV is created. But since we don't want to waste a column for that, we can put it in column 1 with item#. In theory, you can also make column 1 a constant column with no value and use <TODAY> in the column heading to display the heading as system date.

   It is possible that a variable value can't be rendered. In that case, the variable will be kept as it is and display in the heading.

   Currently, the User Defined CSV Export column heading is predefined and is static. Sometimes a CSV layout is defined to compare current month, last month and prior month. For example, if current month is December, last month is November, prior month is October. In the layout, you can specify the month as "CP" = Current Period, LP=Last Period, PP=Prior Period. But You can't put December, November and October as the column headings, since next month the column headings will change. Therefore, it is proposed we support the following variables in the column heading:
   * <MON>: The three digits month like… more

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   Project completed and available in the current Elliott release. See KB article: https://support.elliott.com/knowledgebase/articles/1998769-feature-add-flexibility-to-user-defined-csv-colu

2. Item search by number and the F7 key showing negative numbers.

   Using the F7 key is very handy for checking stock.
   It would also be nice to see negative values also.

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   This feature is already implemented. See the following KB article: https://support.elliott.com/knowledgebase/articles/1962367-feature-item-generic-search-to-show-items-with-q

3. Default COP Ship To SLM to blank

   When adding a new Ship To the system defaults the Ship To SLM to the Customer File SLM. Many users want the default to be blank (which mean "default to the Customer File SLM") so when the SLM is changed there is no need to check the Ship To. I feel that the majority of the users prefer "blank" so I suggest that the default will be "blank: but user can change to a specific SLM.

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   This project is completed and will be released in the next Elliott 8.5 update.

4. CSV Export of Historical Item Price Changes

   It is my understanding that if item price changes are done through Future Price Maintenance or Mass Import, there is not an audit trail that can be exported to see historical data of changes over a period of time. This would be helpful by item number or by Product Category over a specified range of time.

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5. Extract an indented Bill of Material from Elliott to CSV

   I see that there's a CSV option for single level Bill of Material but not for indented. Is there a way to extract an indented Bill of Material from Elliott to CSV? The output layout will similar as single level Bill of Material but need adding extra columns that includes "Report Line Sequence number" to keep whole report can be restored to original sequence after sorting from different way on spreadsheet. Plus, fields of "Stock Flag", "Control Flag" and "P/M Code.

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   This change is complete. The feature will be available in version 8.5. See http://support.elliott.com/knowledgebase/articles/1918618-feature-indented-bill-of-material-csv for more information.

6. Show Item on stock Status if Qty On-Order/Allocated > 0 and Qty On-Hand = 0

   In Stock status Report, if user answer Y to field 8 (Exclude Zero Qty Items), and Qty On-Hand is zero, Item is not on the report, even if Qty Allocated or Qty On-Order are > 0. I suggest to allow user to see these items by adding a prompt on the Stock status screen or adding a Global setup field.

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   This change has been completed and will be available in version 8.5. See http://support.elliott.com/knowledgebase/articles/1919716-feature-stock-status-reports-add-include-with-al for more information.

7. Import Shipment Tracking Number to Elliott through CSV File

   It has been suggested that Elliott should support importing of shipment tracking number for sales order through CSV File. The CSV file should contain the following fields:
   Order# String Sample 123456 (pad leading zero if numeric)
   Package# String Sample 1
   Tracking# String Sample 1Z92752E0300860395
   Weight String Sample 1.00
   Freight Amount String Sample 15.23
   Ship Via String Sample UPS Ground
   Ship Date/Time String Sample 8/23/2017 1:00:00PM
   Reference String Sample 123456789

   Not all fields need to be provided. Only the Order# and Tracking# is necessary. If the Package# is not provided, then it is assume 1. If the weight is not provided, then it won't be written to note, same for freight. If Ship Via is not provided, then we look up the ship via description of the order. If Ship Date/Time not provided, we use the current system date/time. Reference is to update Note Subject. It can be blank.

   We need to prevent duplicate note. Therefore, if there are multiple records for the same sales order, then we may need to add 1 second to time until no duplicate value.

   The import screen shall prompt for:
   CSV File Pathy & Name:
   Does Import File Has A Header Row?
   Note Type: (Blank Allow)
   The above value will be saved and used for the next session default.

   It has been suggested that Elliott should support importing of shipment tracking number for sales order through CSV File. The CSV file should contain the following fields:
   Order# String Sample 123456 (pad leading zero if numeric)
   Package# String Sample 1
   Tracking# String Sample 1Z92752E0300860395
   Weight String Sample 1.00
   Freight Amount String Sample 15.23
   Ship Via String Sample UPS Ground
   Ship Date/Time String Sample 8/23/2017 1:00:00PM
   Reference String Sample 123456789

   Not all fields need to be provided. Only the Order# and Tracking# is necessary. If the Package# is not provided, then it is assume 1. If the weight is not provided,… more

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   This feature will be released in the next 8.5 update.

8. Allow to use wild card file name and multiple path when attaching documents in Elliott Post Office

   Elliott allows to use a variable on the Attach... field when sending a Post Office email. For example the variable InvNo will automatically attach a document with the invoice number as the file name. This is NICE. I suggest to allow multiple path in case the documents are in different folders and to allow wildcard. So instead of $InvNo$.pdf I can define $InvNo$.. For example if the invoice number is 123456, Elliott will attach 123456.DOC, 123456A.PDF etc. In addition user should be able to define different path so it can be something like M:\ELLIOTT8\DOC1\$InvNo$., M:\ELLIOTT8\DOC2\$InvNo$.,M:\ELLIOTT8\DOC3\$InvNo$.. In this example, Elliott will attache any document that has the invoice number as the first characters in the file name. If the multiple path is complicated, I think that one path is acceptable.

   Elliott allows to use a variable on the Attach... field when sending a Post Office email. For example the variable InvNo will automatically attach a document with the invoice number as the file name. This is NICE. I suggest to allow multiple path in case the documents are in different folders and to allow wildcard. So instead of $InvNo$.pdf I can define $InvNo$.. For example if the invoice number is 123456, Elliott will attach 123456.DOC, 123456A.PDF etc. In addition user should be able to define different path so it can be something like M:\ELLIOTT8\DOC1\$InvNo$., M:\ELLIOTT8\DOC2\$InvNo$.… more

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   Project completed and available in the current Elliott release. See KB article:  https://support.elliott.com/knowledgebase/articles/2001877-feature-use-wildcards-and-multiple-paths-in-email

9. Remembering Default for Aging Report

   We would like to know if it would be possible to "remember" the parameter for the Aging Report field 1 to either D or S, instead of having to change the parameter every time. We always run the aging report by detail and the default always comes up as an S for Summary.

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   completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

   The change is complete and will be available in the next Elliott release. See http://support.elliott.com/knowledgebase/articles/1888642-feature-aging-reports-store-detail-or-summary for more information.

10. Item Generic Search to Show Item Quantity Greater than Zero Only

    It is suggested that in item generic search, we have the option to show item quantity per global setup. It is suggested that, we need to allow user to press a flag that only show those item quantity is greater than zero so customer service rep can focus on those item that we have on-stock.

    Currently, the bottom line of the item generic search can as following:
    Up, Dn, PgDn, PgUp, F4=Detail
    Up, Dn, PgDn, PgUp, RETURN To Select
    Up, Dn, PgDn, PgUp, F4=Detail F5=Wish List
    Up, Dn, PgDn, PgUp, F1/F2=Next/Prev Loc F3=Setup F4=Detail
    Up Dn PgUp/Dn F1/F2=Next/Prev Loc F3=Setup F4-Detail F5=Wish

    We can modify to allow F7 key which is a toggle key to display between showing Qty > 0 only, or show all items. See below:
    Up, Dn, PgDn, PgUp, F4=Detail, F7=Qty>0
    Up, Dn, PgDn, PgUp, F4=Detail, F7=QtyAll
    Up, Dn, PgDn, PgUp, RETURN To Select,F7=Qty>0
    Up, Dn, PgDn, PgUp, RETURN To Select,F7=QtyAll
    Up, Dn, PgDn, PgUp, F4=Detail, F5=Wish List, F7=Qty>0
    Up, Dn, PgDn, PgUp, F4=Detail, F5=Wish List, F7=QtyAll
    Up,Dn,PD,PU,F1/F2=Next/Prev Loc,F3=Setup,F4=Detail,F7=Qty>0
    Up,Dn,PD,PU,F1/F2=Next/Prev Loc,F3=Setup,F4=Detail,F7=QtyAll
    F1/F2=Next/Prev Loc,F3=Setup,F4-Detail,F5=Wish,F7=Qty>0
    F1/F2=Next/Prev Loc,F3=Setup,F4-Detail,F5=Wish,F7=QtyAll

    The F7 key will only be available if the Global Setup -> Dist -> I/M Global Control, field "4. Item Generic Search With Avail/Excess Qty" = "Y".

    The Qty to filter depend on whether we are displaying Item Qty Avail, Location Qty Avail, or Excess Qty (which is base on another Global Setup Flag).

    Special logic need to considerate when user press F5, there may not be any item qualify to display in some situation, and the program still need to handle it gracefully (maybe reverse the toggle key back after showing no item to display, because it obviously make no sense to display no item in generic search screen). Also, the search show base on the current pointer of item, not a starting over search when F5 key is pressed.

    It is suggested that in item generic search, we have the option to show item quantity per global setup. It is suggested that, we need to allow user to press a flag that only show those item quantity is greater than zero so customer service rep can focus on those item that we have on-stock.

    Currently, the bottom line of the item generic search can as following:
    Up, Dn, PgDn, PgUp, F4=Detail
    Up, Dn, PgDn, PgUp, RETURN To Select
    Up, Dn, PgDn, PgUp, F4=Detail F5=Wish List
    Up, Dn, PgDn, PgUp, F1/F2=Next/Prev Loc F3=Setup F4=Detail
    Up Dn PgUp/Dn F1/F2=Next/Prev Loc F3=Setup… more

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    The project is completed and will be in the next release.

11. Support COP Order Inquiry with Revision Info like PO Inquiry

    It is really hand to have the below PO Revision info.
    Can you please reconsider you view point on offering this with COP Quotes or COP orders or both? Also wish there was some flag that could show that the quote has been released or the order has been released by the sales person.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This change has been completed and will be available in the next Elliott release. This change allows the user to see the line itme auid information from the Order Inquiry screen. See http://support.elliott.com/knowledgebase/articles/1894369-feature-order-inquiry-revision-drill-down for more information.

12. Add F1 and F2 (already taken) to scroll forward and backward on Stock Status Inquiry

    When doing Stock status Inquiry user might want to browse through the items. Now user has to escape out and enter the next item number. I suggest to add F1 to scroll forward. I was thinking about F2 to scroll backward but as F2 is already used another F key might be required.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This feature will be available in the next Elliott release. See http://support.elliott.com/knowledgebase/articles/1880803-feature-added-browse-through-items-when-in-the-s for more information.

13. Allow Print One Invoice to Print Duplicate Invoices for Order Not Posted

    There is no elegant way to print a duplicate invoice for an order that is not yet posted. Printers sometimes have issues or some other printing errors can occur while printing an invoice. Bad toner, bad printout, etc... If the invoice does not physically print there are only 2 options to get the invoice printed that I know of.

    1. Print a duplicate invoice using Print Invoices. This can be done, but will also lock all users from printing invoices if the user does not complete the task quickly enough. This options is not good for users not skilled in Elliott enough to get it done quickly.

    2. Void the invoice and reprint it using Print One Invoice. This works, but unnecessarily burns invoice numbers just to get an invoice to print.

    If an order is not yet posted, allow the duplicate invoice to be printed in Print One Invoice if it meets all of the criteria to be printed.

    There is no elegant way to print a duplicate invoice for an order that is not yet posted. Printers sometimes have issues or some other printing errors can occur while printing an invoice. Bad toner, bad printout, etc... If the invoice does not physically print there are only 2 options to get the invoice printed that I know of.

    1. Print a duplicate invoice using Print Invoices. This can be done, but will also lock all users from printing invoices if the user does not complete the task quickly enough. This options is not good for users not skilled in Elliott… more

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This change has been completed and will be available in Elliott version 8.5. See http://support.elliott.com/knowledgebase/articles/1905421-feature-allow-print-one-invoice-to-print-duplica for more information on this feature.

14. Allow Deferred Processing for Post Office

    Scheduling Post Office activities will be an excellent tool. For example, running the Printing Order Acknowledgement with Post Office every hour automatically using the Deferred Processing. Now it has to be done manually. When having intensive order entry operation, printing / emailing an immediate order acknowledgement slows down the operation and this has to be done in batch mode.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This feature is implemented in Elliott 8.6.

15. Vendor AP Account

    Similar to field 25 on the Customer File maintenance, it will be nice to have an A/P General ledger account. Then in field 15 on the transaction file, default to the Vendor A/P Account. Similarly, field 11 on the PO Invoice screen will default to the Vendor A/P account as well.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    We had changed the V9 database structure of APVENFIL to support this.

16. Allow CSV Export for Physical Inventory Count Reports

    Allow export of Physical Inventory Count Reports so that you could easily use the report for recounts.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    CSV Support has been added to the single and multi-bin versions of the Update Edit List and the Variance Report By Item/Warehouse. The CSV file does not include serial number information but includes any comments if there is a serial number mismatch that will prevent a tag from posting. This change will be available in the next Elliott release. See http://support.elliott.com/knowledgebase/articles/1865605-feature-added-csv-support-to-the-physical-count for more information.

17. Email Credit Card Receipt upon Credit Card Charges in Elliott

    It will be nice to email user the credit card receipt upon the following type of credit card transactions:

    Sales, Refund, Complete, Force, Void

    There's no need for Pre-authorization. This feature need to be turned on through global setup in the on-line credit card processing area because not all Elliott users necessary want this feature. The default value is "N". The user who will receive the credit card receipt is determined as followings:
    (1) From Sales Desk, the primary contacts on the ship-to or customers.
    (2) From Order Entry Billing screen, the primary contacts on the order, if not, the primary contacts on ship-to or customers.
    (3) From A/R Customer Account Summary Inquiry, the primary contact on the customer.
    (4) From A/R Credit Card Trx Processing, the eContacts of the credit card owner if F7 is used. If F7 is not used, then the Primary contact of the customer.

    The primary eContact of the customer principle above does not apply to miscellaneous customer.

    It will be nice to email user the credit card receipt upon the following type of credit card transactions:

    Sales, Refund, Complete, Force, Void

    There's no need for Pre-authorization. This feature need to be turned on through global setup in the on-line credit card processing area because not all Elliott users necessary want this feature. The default value is "N". The user who will receive the credit card receipt is determined as followings:
    (1) From Sales Desk, the primary contacts on the ship-to or customers.
    (2) From Order Entry Billing screen, the primary contacts on the order, if not, the… more

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    Project completed and full support is available in the current 8.6 Elliott release. See KB article: https://support.elliott.com/knowledgebase/articles/2002810-feature-html-credit-card-email-receipt-using-pdf

18. Add Ability to Defer Purging COP Line Item Audit Trial Information

    Add the ability to enter a fuzzy date to the Purge Line Item Audit file tool. For Example, the ability to specify a number of days back from the current date to act as the cutoff date.

    This way, we can choose to always keep a specified amount of days line item audit data and it will be purged automatically in deferred processing.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This project is completed and is part of Elliott 8.27.711 release.

19. Allow Page Up when search a GL Account By Name

    When using F8 to search GL Account by account name and entering the starting letters or letter Elliott doesn't allow Pg Up before the starting letter. This is not the behavior when doing Customer, Vendor or Item by name or description. This gives the user less functionality, User should be able to Page Up regardless the characters entered in the search field.

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This was addressed in version 7.57.522/8.17.522/8.27.522 of Elliott.

20. Allow to Edit Certain Customer Information from Order Entry

    One of the common issue is when sales rep is taking order from customer, they like to have to opportunity to update customer address and phone. We don't want to give salesman the right to change customer which then they can change other sensitive fields like Salesman ID for the customer. So it will be ideal if we can give salesman the right to change customer in a limited way, like changing the address, contact, phone number...etc.

    Currently, there is such a feature in Sales Desk, where after user enter the customer number, they can press F5=Option and choose to "Change Customer Data". See attached screen 1. The fields on this screen in control through Global Setup -> Cop-Ctl -> Change Customer Screen Layout. In this setup, user can individually choose to display which fields, and which fields are allowed to change. So this is ideal for salesman to update customer info.

    However, not everyone use sales desk. Therefore, I propose to add this same functionality in Order Entry, after the customer number is entered, at the Ship To No. field, add a function key to allow user to change customer data and bring up the same window as Sales Desk.

    One of the common issue is when sales rep is taking order from customer, they like to have to opportunity to update customer address and phone. We don't want to give salesman the right to change customer which then they can change other sensitive fields like Salesman ID for the customer. So it will be ideal if we can give salesman the right to change customer in a limited way, like changing the address, contact, phone number...etc.

    Currently, there is such a feature in Sales Desk, where after user enter the customer number, they can press F5=Option and choose to… more

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    completed  ·  AdminEdward M. Kwang - NETcellent System, Inc. (CEO / Founder, NETcellent Systems, Inc.) responded

    This change is complete and will be available in the next Elliott release. Please see http://support.elliott.com/knowledgebase/articles/1842955-feature-add-customer-change-option-to-order-entr for more information.