1. Copyright © 2007 Vulcan Software LLC Introduction to Apex 9.5 Presented by Phil Kramer Vulcan Software LLC

2. Copyright © 2007 Vulcan Software LLC Agenda What are the new features of Apex 9.5? Where to get additional information

3. Copyright © 2007 Vulcan Software LLC Prerequisites 101 Introduction to Webcasts 300 level session In depth knowledge of Apex

4. Copyright © 2007 Vulcan Software LLC Contact and Job Information Apex 9.5 is primarily about Contacts Contacts are people within your organization that need access to Apex information but do not normally use the Apex program. For example, Project Managers. Contacts are identified in the Apex Contact List and are then associated with jobs using Job Maintenance. Apex 9.5 introduces the Material Spreadsheet Emailing utility and the Apex Web site that use the new contact information.

5. Copyright © 2007 Vulcan Software LLC Import and Export Updates The Import Wizard screen has been enhanced and is more logically organized Fix: Loading prices with a unit of measure of “C” from an Excel file will now always work correctly

6. Copyright © 2007 Vulcan Software LLC P/O, Vendor, and Job informational messages Messages can be associated with Vendors, Jobs, and Purchase orders that are shown to purchasing when they are used P/O Maintenance will show all three types of messages Receiving and Invoice Maintenance will show purchase order messages

7. Copyright © 2007 Vulcan Software LLC Importing Scans Scans can now be imported from BMP, TIF, or PDF files You can use the Import button or simply drag and drop them into the Page grid This is especially useful if you have a network scanner that emails your scans to you – you can simply drag them out of the email!

8. Copyright © 2007 Vulcan Software LLC Cost Code Reporting enhanced selections The Cost Code Summary and Cost Code Detail reports now offer a full range of selection criterion

9. Copyright © 2007 Vulcan Software LLC Job information for Company and Division If your job information specifies a company or division then those entries will be used when entering a purchase order so you don’t have to enter them yourself

10. Copyright © 2007 Vulcan Software LLC Release-specific notes Messages can be associated with specific releases You can decide whether or not to also print the standard P/O messages with a release

11. Copyright © 2007 Vulcan Software LLC Email Subject Titles When you email a report the subject line will be filled in with a more useful title

12. Copyright © 2007 Vulcan Software LLC P/O Maintenance Cost Code entry Valid cost codes are now shown during P/O entry Valid codes are based on a cost code schedule by job for the standard Apex program Valid codes are based on job-specific information for the Advanced Accounting Interface version of Apex

13. Copyright © 2007 Vulcan Software LLC Comparative Analysis Report Summary The Comparative Analysis report has more useful summary information The differences between the vendor totals is displayed The difference between the Low Price column and the lowest-price single vendor is shown The number of distinct vendors that appear in the Low Price column is shown

14. Copyright © 2007 Vulcan Software LLC Message Library insertions Apex can prompt you for information when using messages from the Message Library, Vendor messages, or Job messages Put the prompt in brackets. For example put [Price] where you want to insert a price into the message. Put [Bundle Size] where you want Apex to insert the bundle size that you specify. Use a colon and a default value if desired. For example, if the price is normally $100.00, use [Price:100.00].

15. Copyright © 2007 Vulcan Software LLC P/O Template Copy The “Copy” button in P/O Maintenance now gives you the option of showing available templates You can pick a template without having to remember and type the P/O# yourself

16. Copyright © 2007 Vulcan Software LLC Errata The Cost Code has been added to the P/O Search results P/O Descriptions now can come from a list maintained in the Via, FOB, Terms selection P/O printing can now handle very large reports, including many scanned images Deleting a P/O now works amazingly faster The new P/O Description field is available to print on your purchase orders (field #78) P/O line numbers can optionally be displayed on the P/O Maintenance screen during data entry

17. Copyright © 2007 Vulcan Software LLC Errata Fix: Blank purchase order numbers are no longer allowed Fix: P/O messages now print correctly when printing a range of P/Os Fix: Apex Import utility exits gracefully if the import is cancelled Fix: If Comparator Load adds dbItems they are created with the correct Catalog# reference and with zero List and Column 3 prices

18. Copyright © 2007 Vulcan Software LLC For more information Apex online help www.apexpurchasing.com (new web site)www.apexpurchasing.com –Apex 9.5 Announcement –PDF version of the Apex online help Contact Vulcan Software www.vulcan-software.com www.vulcan-software.com