FIS NEW FUNCTIONALITY Teresa Fisher

143709: Physical Inventory Adjustment Users have the ability to create a Count ID when entering a physical Count adjustment. Users may also create a Count ID by warehouse and post it by warehouse.

159895: Inventory Maintenance The Inventory Custom Attribute; “TPI-Preferred Price Vendor” should be used by clients who use Partner to pass along the most recent preferred vendor pricing for cost estimates.

152145: Inventory Transfers Inventory Transfers and Resale Transfers can be set to require approval before processing. The Approve button will display and the functionality will be available when the configuration item INVENTORY>APPROVE_TRANSFERS is set to Y. The default value for this configuration is N. The security items needed to use this functionality are: Inventory – Transfers – enables the inventory – Transfers – Transfer Button. This button allows users to select which Inventory Transfers to approve. Resale – Transfers – enables the Resale Transfers – Transfer Button. This button allows users to select which Resale Inventory transfer to approve.

166606: Inventory Transfers The Inventory Transfers History box will show ‘Who’ as the user that entered the transfer and ‘Approved By’ as the user that approved the transfer.

158153: Inventory Maintenance Users may scan documents related to Manufacturer Catalog Info by clicking on the Documents hotlink. Scanning Manufacturer Catalog Info will work like all of the other document scanning functionality throughout the FIS application. Please contact FIS Support to use this functionality.

163840: Physical Inventory Adjustment The Inventory Counter custom attribute may be added at the Employee level. Once the attribute has been added, the employee’s name will appear in the Counted By drop down list when adding or editing a ticket on the Physical Inventory Adjustment form.

158632: Assembly Maintenance Transfer options were added to Labor, Overhead, Retire and Install on the Assembly Maintenance form. Also, transfer Hot and Transfer Cold options of Retire and Install were added. After assigning values to the previously mentioned items, new options will appear on the Job Cost Estimate form.

152426: Synergy Portal A Vehicle Maintenance Tracking System has been added. Users can now add vehicle details, configurations, services, and maintenance schedules. E-mail alerts are available, and all history is recorded. Please contact Portal Support to enable this New Functionality.

152426: Synergy Portal

152142: Vendor Maintenance The Standard Distribution in the Vendors form will allocate the Accounts Payable Invoice Total to the specified GL/Department/Activity/Company. The selection of an Order or Packing List will override the standard distribution functionality.

152142: Vendor Maintenance

166411: Vendor Maintenance Users will receive a validation message when trying to add a default General Ledger number to a vendor who has Standard Distribution already set up. Users will get a similar validation message when trying to set up Standard Distribution to a vendor who already has a default General Ledger number.

152409: Vendor Maintenance Users may now select a default Pay Method for each Vendor. This Pay Method will default on the Accounts Payable Invoice but can be changed to any eligible option for the vendor. The Pay Method will also display on the Check Processing form.

166523: Check Processing The AP NACHA files and Pay Manager files will now be located in the AP > BANK_FILES folder under fis_io.

QUESTIONS ? COMMENTS?