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Rollout Presentation MAX BATCH 5.5.7. © 2016 EXACT Exact MAX Batch 5.5.7 Highlights Exact MAX Batch 5.5.7 includes: 61 resolved issues (55 were also included.

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Presentation on theme: "Rollout Presentation MAX BATCH 5.5.7. © 2016 EXACT Exact MAX Batch 5.5.7 Highlights Exact MAX Batch 5.5.7 includes: 61 resolved issues (55 were also included."— Presentation transcript:

1 Rollout Presentation MAX BATCH 5.5.7

2 © 2016 EXACT Exact MAX Batch 5.5.7 Highlights Exact MAX Batch 5.5.7 includes: 61 resolved issues (55 were also included in 5.5.6 Hot Fixes) 4 enhancements (also included in 5.5.6 Hot Fixes) Compatibility with newer versions of integrated and infrastructure software - EXACT MAX 5.5.7 ROLLOUT2 MAX Anywhere compatible with 5.5.7 includes Powerful NEW Capabilities: Report to PDF and Email Improved Navigation through Action Buttons for Transactions and Order Creation Add Customers and Vendors

3 © 2016 EXACT Table of Contents - EXACT MAX 5.5.7 ROLLOUT3 General Information Compatibility List of 4 Enhancements List of 61 Resolved Issues Changed Reports Updated Module Documents Selected Enhancement Details Synergy InterConnect Resolved Issue MAX Anywhere Powerful NEW Capabilities

4 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT4 General Information Return  Contents

5 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT5 Version:MAX 5.5.7 Build:4650 Database:4637 Compressed File Name:Beta_Batch5.5.7-4650.exe Return  Contents

6 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT6 Compatibility Return  Contents

7 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT7 Table 1 - MAX 5.5.7 General Release Compatibility with Exact Synergy ProductVersion - Green = First Certified with 5.5.6 HF1 Exact Synergy Enterprise254, 255SP7 Exact Synergy Enterprise with InterConnect 254, 255SP7 Requires Microsoft Internet Explorer 9.0, 10.0, or 11.0 Table 2 - MAX 5.5.7 General Release Compatibility with MAX Anywhere ProductVersion MAX Anywhere5.5.7.4632.18 MAX Anywhere Installation & Maintenance Wizard1.2.13.0 Return  Contents

8 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT8 Table 3 - MAX 5.5.7 General Release Compatibility with Other Products ProductVersion Exact (Vineyardsoft) Event ManagerV8.3f with Crystal 2013 Microsoft Dynamics GPGP10, 2010, 2013, 2013R2, 2015, 2015R2 QuickBooks Desktop Premier 2012, 2013, 2014, 2016, 2016 - US and Canadian Enterprise 12, 13, 14, 15, 2016 - US and Canadian Microsoft SQL Server 2008 SP1, 2008 R2, 2012*, 2014 *SQL Server 2012 requires.Net 4.5 on Server Windows Server2003 SP@, @008 SP1, 2012, 2012R2 Microsoft Windows XP Professional SP3 or later Vista Business or Ultimate or later 7 or later 8 or later - Pro, Enterprise Crystal Reports: Modify MAX Reports Crystal Reports: View with MAX Report Viewer XI-R2 or 2011, 2013 9, XI, XI-R2, 2011, 2013 Return  Contents

9 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT9 Enhancements Return  Contents

10 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT10 Return  Contents Enhancements Included in MAX Batch 5.5.7 CountIDModule Description Also Included in 5.5.7 Hot Fix 151.642.770Inventory Control Add ability to reassign a serial number to a new work order. Hot Fix 1 246.554.236 Material Requirements Planning Add Issue MTD, Issue YTD, Sales MTD, Sales YTD on the header of the MRP Detail Screen. Hot Fix 1 350.942.173VariousAdd Engineering Status to Part Master browser.Hot Fix 1 451.642.335Warranty Tracking Reference on Warranty Receipt needs to browse Reference Master Data. Hot Fix 1

11 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT11 Resolved Issues Return  Contents

12 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT12 Return  Contents Exact MAX 5.5.7 Resolved Issues (1-15) CountIDModule Description Also Included in 5.5.6 Hot Fix 135.987.782Alert ManagerCan't choose to email alerts to Distribution List in Alert Manager.Hot Fix 1 2 31.712.960 Bill of Materials "Single" level Costed Bill of Material report shows the header as "Costed Multi-Level Explosion Report." Hot Fix 1 3 36.091.892 Bill of Materials 3 digit Buyer and Planner ID fields display incorrectly in Part Master Planner Tab.Hot Fix 1 4 46.916.078 Bill of Materials MPN should not be allowed to be checked for phantom part.Hot Fix 1 551.956.243 Bill of Materials Upper border and column captions of Costed BOM report should be aligned.Hot Fix 1 652.590.869Costing Newly created parts populate the Multiple Cost table with Yield_75 of zero.Hot Fix 2 752.742.051CostingEOP WIP Report Total Actual to Date OH Calculation Incorrect.Hot Fix 2 853.061.341Feature Option Configurator Feature Option Component Report ran with 'All Dates Selected' omits parts added in 2016.Hot Fix 2 953.720.565Feature Option Configurator Batch MS Orders creates requirement for incorrect quantity of a component attached as a quantity option and as a component to a phantom attached through another option. Hot Fix 2 1050.058.145 Financial Integration Management Leading zeros are missing from batch number in voucher posting when batch number has already been used. Hot Fix 1 1151.777.178 Financial Integration Management Invoices (invport1.rpt and invland1.rpt) are no longer printing unit prices.Hot Fix 1 12 52.263.061 Financial Integration Management - Dynamics Multicurrency Voucher Invoice is not posting the correct amount to the accounting package.Hot Fix 1 1350.670.406Inventory ControlShipping consignment orders allows for manual entry of the "To Stock ID" in the lower grid.Hot Fix 1 1450.743.195Inventory Control Inventory Transactions screen does not have help for top right section.Hot Fix 2 1552.732.895Inventory Control Unable to backflush shop order with component part entered as lower case with lot header and part lot shown in upper case. Hot Fix 2

13 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT13 Return  Contents Exact MAX 5.5.7 Resolved Issues (16-30) CountIDModule Description Also Included in 5.5.6 Hot Fix 1655.105.968Inventory Control Part Stock Data Cannot Be Saved in Inventory Module with Consignment Module in license and Include Consignment Locations unchecked. 1731.375.614 Labor Tracking Logout from Indirect labor will put wrong value in SHIFT_15 field.Hot Fix 1 18 51.663.703 Labor Tracking Replace label of "File" with "Email" in Labor Efficiency Report dialog.Hot Fix 1 19 51.405.895 Maintenance Manager Error running Maintenance Order Report when using destination of email.Hot Fix 1 20 51.663.670 Maintenance Manager Print Maintenance order report dialog does not remember report destination.Hot Fix 1 21 43.756.841 Master Scheduling End field does not populate after entering information in Start field in Independent Demand screen.Hot Fix 1 2248.269.429 Material Requirements Planning Vendor ID is missing from Planner Action LL Message. 23 49.969.011 Material Requirements Planning Planner Action-Left to Right Task Bar populates into DisplayHot Fix 1 2451.493.272 Material Requirements Planning Double clicking on Part ID in Order Navigator after moving one of the grid columns does not bring up the MRP Detail for the part. Hot Fix 1 25 51.635.855 Material Requirements Planning MRP Detail Report shows wrong order quantity when Yielded Ord Qty Switch is set to Y.Hot Fix 1 2654.302.678 Material Requirements Planning Requirement due dates not changed on changing order due date in the Planner Action Change Order pop-up. 2754.501.867 Material Requirements Planning Change Order pop-up in Planner Actin schedules orders for non-working due dates. 2830.238.553Purchasing ControlThe flag "Print Part Description 2" on the PO notes dialog cannot be unchecked.Hot Fix 1 2930.735.518Purchasing Control MPN and Manufacturer on Print PO report are not lined up.Hot Fix 1 30 34.256.854 Purchasing Control Tax on voucher is incorrectly calculated when using a Tax Rounding.Hot Fix 1

14 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT14 Return  Contents Exact MAX 5.5.7 Resolved Issues (31-45) CountIDModule Description Also Included in 5.5.6 Hot Fix 3150.777.046Purchasing Control After changing Non-Inventory PO Line Item due date and moving to another line and back due date displays the previous date. Hot Fix 1 32 51.213.815 Purchasing Control Unable to open Purchase help after upgrading to MAX 5.5.6.Hot Fix 1 33 51.311.680 Purchasing Control MOVE BACK TO on Subcontract PO Paperwork report shows bad data.Hot Fix 1 3451.466.009Purchasing Control Ship To information on the non-inventory purchase requisition displays gibberish.Hot Fix 1 35 52.590.838Purchasing Control Part Id should be used intead of order number In the message 'Warning: Part 7XXXXXXX is on Engineering Hold.' which is displayed when adding an order for an engineering status 3 or 4 part. Hot Fix 2 36 53.037.745 Purchasing Control Cashreq.rpt has the Part Description is offset one line lower than the Part ID.Hot Fix 2 37 27.974.034 Sales Order Processing Ship Totals screen uses decimal places from domestic currency for foreign currency order.Hot Fix 1 3830.038.997Sales Order Processing Tax exempt number in Customer Master Maintenance window should be greyed (not erased) when the Taxable drop-down is changed to "Yes". Hot Fix 1 3930.280.481Sales Order ProcessingTax Detail Distribution report is mixing invoices for credit memos and sales orders.Hot Fix 1 40 43.425.844 Sales Order Processing Printing the Tax Code Browser crashes SOP.Hot Fix 1 4149.813.807Sales Order Processing Part Sales History tab displays non-zero onhand and available quantities for a part ID that does not exist. Hot Fix 1 4251.387.169Sales Order Processing Shipped Sales Order line item description in not greyed out.Hot Fix 1 43 51.995.641Sales Order Processing Receive message "Record has been Modified by Another User" trying to cancel an Sale Order Line Item. Hot Fix 1 44 52.157.228 Sales Order Processing SO Detail record is created with a blank Customer ID when a quote line is dragged and dropped to a sales order form before customer has been selected. Hot Fix 2 45 52.256.483 Sales Order Processing Standard Notes for a Customer cannot be removed.Hot Fix 2

15 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT15 Return  Contents Exact MAX 5.5.7 Resolved Issues (46-61) CountIDModule Description Also Included in 5.5.6 Hot Fix 46 52.769.919 Sales Order Processing Shipping Master record should be deleted when Customer Master record is deleted.Hot Fix 2 4753.035.093Sales Order Processing Incorrect message is given for duplicate record when adding a customer.Hot Fix 2 4853.528.068Sales Order Processing Save button is not available in Sales Order Line Item Detail after printing Sales Acknowledgement and changing line item. Hot Fix 2 4954.046.675Sales Order Processing Save button is not available in Quote Line Item Detail after printing Quote and changing line item. 50 52.644.218 Shop Floor control Reschedule Order Routings still uses 12/31/2015 for de-expedited date.Hot Fix 2 51 51.700.437 Shop Floor Control, Master Scheduling Shop Paperwork Setup Time rounds to 2 decimals regardless of Runtime Decimal Place configuration setting. Hot Fix 1 52 52.153.906 Shop Floor Control, Master Scheduling Reallocation of SN for SNSFC part appears to be allowed in Shop Order dialog and then gives cryptic message. Hot Fix 1 53 54.059.901 Shop Floor control, Master Scheduling Error saving Shop Order for a part with ' in the Part ID. 5455.001.519 Shop Floor control, Master Scheduling Alternate code disappears form Maintain Shop Order Dialog when a shop order is saved. 5530.061.186System Manager Exact MAX Installation History is not sorting correctly.Hot Fix 1 56 52.344.626System Manager Report Viewer does not open when choosing it from shortcut in the shortcut pane on the left of the screen. Hot Fix 1 57 51.600.327 User Designed Fields Data in user designed field is not verified against valid range.Hot Fix 2 58 53.061.923VariousUser closes MAX module and receives application crash message.Hot Fix 2 5951.284.617Various Refresh on MAX Reports brings up Enter Parameter Values Pop Up.Hot Fix 1 60 52.284.002Various Emailing report crashes if Outlook 2007 or 2010 are installed.Hot Fix 2 6153.006.607Various Object Reference is not set to an instance of the object displays running some Crystal Reports.Hot Fix 2

16 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT16 Changed Reports Return  Contents

17 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT17 Return  Contents Crystal Reports Released in MAX Batch 5.5.7 (5.5.6 Hot Fix 1, 5.5.6 Hot Fix2) ModuleReport NameFile NameLatest Update 1Bill of MaterialsCosted Bill of MaterialsCOSTBOM.rpt5.5.6HF1 2Feature Option ConfiguratorFeature Option ComponentsFOCOMP.rpt5.5.6HF2 3 Financial Integration Management Invoices (Landscape)INVLAND.rpt5.5.6HF1 4 Financial Integration Management Invoices (Landscape with Headings)INVLAND1.rpt5.5.6HF1 5 Financial Integration Management Invoices (Portrait)INVPORT.rpt5.5.6HF1 6 Financial Integration Management Invoices (Portrait with Headings)INVPORT1.rpt5.5.6HF1 7Purchasing ControlCash Requirements CASHREQ.rpt5.5.6HF2 8Purchasing ControlPrint Purchase Order (Landscape)POLAND.rpt5.5.6HF1 9Purchasing Control Print Purchase Order (Landscape with Headings) POLAND1.rpt5.5.6HF1 10Purchasing ControlPrint Purchase Order (Portrait)POPORT.rpt5.5.6HF1 11Purchasing ControlPurchase Order (Portrait with Headings)POPORT1.rpt5.5.6HF1

18 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT18 Updated MAX User Guides Return  Contents

19 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT19 Return  Contents MAX User Guides updated in 5.5.7 (5.5.6 Hot Fix 1) Module or Document NameFile Name Latest Update Gold StandardGOLD STANDARD 5.5.7.PDF5.5.7 Master SchedulingWINMPS.pdf5.5.6HF1 Material Requirements PlanningWINMRP.pdf5.5.6HF1 MAX Anywhere User GuideMAX Anywhere Getting Started Guide.pdf5.5.7 MAX Anywhere InstallationMAX Anywhere Installation and Maintenance Guide.pdf5.5.7 Warranty TrackingWarTrackUsrGd.pdf5.5.6HF1

20 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT20 Selected Enhancement Details Return  Contents

21 © 2016 EXACT Enhancement Details - EXACT MAX 5.5.7 ROLLOUT21 Enhancement 51.642.770Enhancement 51.642.770 – Add ability to reassign a serial number to a new work order Enhancement 46.554.236Enhancement 46.554.236 - Add Issue MTD, Issue YTD, Sales MTD, Sales YTD on the header of the MRP Detail Screen Enhancement 50.942.173Enhancement 50.942.173 - Add Engineering Status to Part Master browser Enhancement 51.642.335Enhancement 51.642.335 - Reference on Warranty Receipt needs to browse Reference Master Data Return  Contents

22 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT22 Enhancement – 51.642.770 Add ability to reassign a serial number to a new work order Return  Contents

23 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT23 Return  Contents Add ability to reassign a serial number to a new work order Business Case Certain parts (for example heart valves) are built to specifications for a particular recipient. Such parts after being built and received to stock are checked against the specifications. On occasion the part is found to not meet the specifications. A rework order could be used to rework the part according to the correct specifications. However, in many cases this is not practical because the process requires completely rebuilding the part and using a significant number of different component parts. It is more practical to disassemble the part, unreceive the components, and build a new part according to the correct specifications using a new shop order. However, since the serial number has been recorded in other business systems the serial number from the original order needs to be used on the new order.

24 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT24 Return  Contents Add ability to reassign a serial number to a new work order Process When user attempts to receive a serial number that is already assigned to another shop order the program will give one of the following messages: 1.If the part is under Serial SFC: “Serial Number (SN) assigned to Shop Order (order number). Serial number cannot be changed for part under SNSFC.” 2.If the part is NOT under Serial SFC: “Serial Number (SN) assigned to Shop Order (order number). Do you want to reassign it?” If user responds by pressing the “Yes” button to reassign, the following will occur: The receipt will be allowed. A Lot Tracking History Record will be created for the reassignment of serial number to a new order.

25 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT25 Return  Contents Add ability to reassign a serial number to a new work order Result

26 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT26 Enhancement - 46.554.236 Add Issue MTD, Issue YTD, Sales MTD, Sales YTD on the header of the MRP Detail Screen Return  Contents

27 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT27

28 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT28 Enhancement - 50.942.173 Add Engineering Status to Part Master browser Return  Contents

29 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT29 Return  Contents

30 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT30 Enhancement - 51.642.335 Reference on Warranty Receipt browses Reference Master Data Return  Contents

31 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT31 Return  Contents Warranty Receipt References have Type of “Receipt” and Subtype of “Unplanned”

32 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT32 Return  Contents

33 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT33 Resolved Synergy InterConnect Issue 54.838.487 Return  Contents

34 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT34 Return  Contents Save Interconnect settings was only working on IE with admin rights. Otherwise an error message was displayed.

35 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT35 MAX Anywhere Powerful NEW Capabilities Return  Contents Report to PDF and Email Improved Navigation through Action Buttons for Transactions and Order Creation Add Customers and Vendors

36 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT36 Return  Contents MAX Anywhere Report capability generates reports directly from order screens so they can be emailed or opened as PDF files to be printed or saved. Available reports:  Sales Acknowledgement  Quote  Purchase Order  RMA

37 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT37 Return  Contents

38 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT38 Return  Contents Add text Hit send email

39 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT39 Return  Contents Print or Save PDF Note: Reports are opened in the MAX Anywhere Report Viewer when the Use PDF Viewer setting is enabled. Otherwise they open in a new browser tab

40 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT40 Return  Contents MAX Anywhere Action Buttons provide quick access to transaction and order creation Receipt RMA Button on RMA Order Ship Button on Overdue Sales Order Inquiry Create Sales Order and Create Quote Buttons on Customer Info Inquiry Add Del and Ship Line Item Buttons on SO Detail opened from Sale Order History Inquiry or Sales Order Inquiry Add Del and Receipt Purchase Order Buttons on Purchase Order opened from Overdue Purchase Orders Inquiry Create Sales Order, Create Quote, Create Purchase Order, and Create Shop Order Buttons on Part Availability Inquiry Backflush, Receipt, and Issue All Buttons on Shop Order Issue Button on Shop Order BOM Info Screen Post Operation Completion Button on Back Log inquiry Backflush and Receipt Buttons on Overdue Shop Orders Inquiry Post Operation Completion Button on Work Status Inquiry

41 © 2016 EXACT Receipt RMA Button on RMA Order - EXACT MAX 5.5.7 ROLLOUT41

42 © 2016 EXACT Ship Button on Overdue Sales Order Inquiry - EXACT MAX 5.5.7 ROLLOUT42

43 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT43 Return  Contents Create Sales Order and Create Quote Buttons on Customer Info Inquiry

44 © 2016 EXACT Add Del and Ship Line Item Buttons on SO Detail opened from Sale Order History Inquiry or Sales Order Inquiry - EXACT MAX 5.5.7 ROLLOUT44

45 © 2016 EXACT Add Del and Receipt Purchase Order Buttons on Purchase Order opened from Overdue Purchase Orders Inquiry - EXACT MAX 5.5.7 ROLLOUT45

46 © 2016 EXACT Create Sales Order, Create Quote, Create Purchase Order, and Create Shop Order Buttons on Part Availability Inquiry - EXACT MAX 5.5.7 ROLLOUT46

47 © 2016 EXACT Backflush, Receipt, and Issue All Buttons on Shop Order - EXACT MAX 5.5.7 ROLLOUT47

48 © 2016 EXACT Issue Button on Shop Order BOM Info Screen - EXACT MAX 5.5.7 ROLLOUT48

49 © 2016 EXACT Post Operation Completion Button on Back Log inquiry - EXACT MAX 5.5.7 ROLLOUT49

50 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT50 Return  Contents Backflush and Receipt Buttons on Overdue Shop Orders Inquiry

51 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT51 Return  Contents Post Operation Completion Button on Work Status Inquiry

52 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT52 Return  Contents MAX Anywhere Add Customers and Vendors Employees can now add MAX Customer and Vendor records from the field! Customers added via Sales – Inquiries - Customer Information Vendors added via Materials – Inquiries – Vendor Information

53 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT53 Return  Contents MAX Anywhere Add Customers

54 © 2016 EXACT - EXACT MAX 5.5.7 ROLLOUT54 Return  Contents MAX Anywhere Add Vendors

55 FOCUS ON WHAT’S NEXT


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