Atrex 9 Changes

The following is a list of changes that have been made to the Atrex 9 package since the 8.0x release. For your convenience, the list has been broken down into functional areas:

General/Misc. Changes
Stock Codes
Customers
Vendors
Invoices/Orders/Quotes (common features)
Invoices
Orders
Purchase Orders
Receivables/Payables
Service Orders
Options/Customization
Security
Imports

General/Misc. Changes

• Added ability to print any report to a PDF (Adobe Acrobat) format^*. 
• Added option to send emails via the default email software on the system rather than sending directly to a SMTP email server. 
• Added support for server side authentication when sending email directly to a SMTP email server.
• Emailed report attachments will now default to a PDF format.
• Invoice, Order, Quote, SO, and PO emailed print jobs will now include the transaction number as part of the subject line for easier reference.
• Added ability to export any report to XML format.

Stock Codes

• Units to Order field has been changed from an integer field to a decimal field to allow for entry of non-whole numbers.
• Added price, cost, and on-hand to the list of filterable fields for stock code selection.
• Added alternate code information to the stock code query window.
• Changed stock code manufacturer field to be a drop down list box field.
• Added inventory manufacturer maintenance function for centralized maintenance of manufacturer information.
• Added ability to create pre-built containers.  Serialized items in the pre-built containers can be assigned serial numbers prior to being added to a transaction.
• Added a loop around container/assembly definition.
• Added ability to set, clear, and load last used filter on the stock code selection window.
• Added line item count to the stock code label printing functions.
• Added ability to filter the stock code information editing window to allow navigation and editing of limited sets of records.
• Modified inventory information editing window to disable the pricing fields if the stock code is set to auto price and the calculation type is not manual.
• Increased item description field from 60 to 90 characters.
• Added automatic quantity based discounts.

Customers

• Added ability to prevent late charges on an individual customer basis.
• Linked ability to modify changing of customer credit limit to the ability to override credit limits in the user security.
• Linked the ability to modify pricing related customer fields to the enable price change user security option.
• Added ability to set, clear, and load last used filter on the customer selection window.
• Added line item count to the stock customer label printing functions.
• Added ability to filter the customer information editing window to allow navigation and editing of limited sets of records.
• Added ability to enter alpha characters into customer phone fields and have the letters automatically converted to the corresponding numbers on the phone.  Entering in 800-BIG-BYTE will actually enter 800-244-2983 into the field.
• Added two additional sets of phone number and extension fields to each customer record.
• Added ability to set the phone format for each individual customer.
• Added option to specify customer name order either globally or by individual customer on customer oriented printouts such as invoices, orders, and mailing labels.

Vendors

• Added ability to set, clear, and load last used filter on the vendor selection window.
• Added ability to filter the vendor information editing window to allow navigation and editing of limited sets of records.
• Added ability to create a new vendor from the vendor selection window where appropriate.
• Added ability to set the phone format for each individual vendor.
• Added ability to enter alpha characters into cvendor phone fields and have the letters automatically converted to the corresponding numbers on the phone.  Entering in 800-BIG-BYTE will actually enter 800-244-2983 into the field.

Invoices/Orders/Quotes (common features)

• Added line item count to invoice/order/quote creation/editing dialogs.
• Added hot keys to allow quick entry of item discount levels.
• Increased additive item description field from 60 to 90 characters.

Invoices

• Added ability to insert pre-built containers via a selection list.
• Sales returns can now be initiated by selecting a previous invoice or by manually selecting a customer.
• Added the ability to manually insert items directly to a sales return instead of requiring that the items be selected from a list of items from a prior invoice.
• Items from multiple invoices can now be returned on a single return invoice.

Orders

• Added ability to insert pre-built containers via a selection list.
• Added ability to assign serial numbers to serialized items on sales orders prior to shipping.
• Added Other Functions selections to the order shipping popup menu  to allow stacking of other functions during an order shipping session.
• Added ability to force an open order to be closed without editing the order.

Purchase Orders (PO)

• Added line item count to PO creation/editing dialog.
• Added line count, item count, and received cost to PO receiving functions.
• Post PO receiving functions have been grouped into a single options window displayed after the receiving session.
• Added vendor name to PO receiving and PO direct receiving windows.
• Added vendor contact information to PO creation/editing window.
• Added on order quantity information to the PO item dialogs for both PO creation and batch PO creation functions.
• Added ability to force an open PO to be closed without editing the PO.
• Added PO preview capabilities to PO and Open PO selection windows.

Receivables/Payables

• Added ability to select alternate AR payment receipt formats.
• Added a single customer outstanding transaction report.
• Added ability to print a common message on customer statements.

Service Orders (SO)

• Added service order returns.
• Added hot keys to allow quick entry of item discount levels.
• Containers can now be used in service orders.
• Added right click capabilities to SO parts window to allow for access to enhanced functions.
• Added customer PO field to SO information window.
• Added ability to add or modify deposits for open service orders even if a deposit was not taken when the SO was created.
• Added SO preview capabilities to SO and Open SO selection windows.

Options/Customization

• Price rounding functions now support a rounding mask to allow values to be rounded to either a fixed value such as .95 or to the next value that matches the round mask. Thus you can specify that the rounded value should end in a 9 but leave all other digits intact.
• Added multiple price rounding masks.  Prices within 4 different price ranges can have different rounding masks.
• Added option to use last received cost or stock code record cost for the default PO item cost.
• Added option to batch processing (Dead Data Removal) to purge orphaned container items left behind by invoice, order, quote, or service order history purges.
• Added automatic transaction logout option.  If security is enabled, the current user will be logged out after each sales transaction.
• Added invoice transaction loop.  A new invoice will be started immediately after the current invoice is completed.
• Added option to specify the number of days to add to the current date for the default service order due date.

Security

• Added security functions to customer menu and related functions.
• Added separate security option for rapid invoices.
• Added separate security option for inventory transfer functions
• Tied inventory category, subcategory, manufacturer, and batch rename/merge/delete functions to inventory edit security option.
• Added separate security option to limit access to location selection/change functions.
• Added separate security option to limit access to the data restore function.

Imports

• Added import summary to end of import process indicating number of items processed, imported, and updated

* Due to varying limitations in the export drivers, exported reports may not exactly match the printed version of the same report.  

If you are upgrading from a version of Atrex earlier than 8, version 9 will also include the changes that went into versions Atrex 7 and Atrex 8.