®
Apprise New Features
in Version 7.5
Copyright © 2015 Apprise Software, Inc.
Apprise is a registered trademark of Apprise Software, Inc. All other trademarks are the property
of their respective owners.
Table of Contents
Major New Enhancements .................................................................................... 4
Accounting and General Ledger ........................................................................... 6
Customer Service ................................................................................................. 8
Purchasing .......................................................................................................... 11
Warehouse Management and Manufacturing ..................................................... 12
Distribution Resource Planning (DRP) ................................................................ 13
Electronic Data Interchange ................................................................................ 14
Miscellaneous ..................................................................................................... 16
Beverage-Industry............................................................................................... 18
®
This document describes the new features and enhancements in Apprise Version 7.5. For a complete
list of all changes in the release including both features and fixes, refer to the Apprise Release Notes. For
detailed information on using the features described in this document, refer to the Apprise Help.
Major New Enhancements
Customer Relationship Management
New Customer Relationship Management (CRM) functionality allows users to track all activities
associated with managing prospective and actual customers. CRM activities, such as calling a prospect,
mailing out a catalog, or visiting a customer can be recorded as tasks in Apprise and grouped together as
campaigns. At the end of a campaign, the results can be measured to determine if the campaign was
successful.
Enhanced Business Intelligence
The new Apprise Business Intelligence provides access to key business data from any Web browser,
including from tablets and mobile devices. The new Business Intelligence has an intuitive user interface
that allows users to flexibly configure charts and diagrams that provide meaningful snapshots of costs,
sales, profitability, and other data.
Business Intelligence documents are available for analyzing sales, inventory, accounts receivable,
accounts payable, cash flow, and profitability. There is also a new Executive document that includes
KPI’s relating to multiple areas.
Supplier Portal
The new supplier portal allows users to log into a web site and manage shipments and containers.
Supplier portal users can also update certain information for purchase orders and blanket purchase order
releases. Supplier portal users can be set up for non-Apprise users from third parties. The system
provides complete security and audit capabilities so users can only view, update, and\or create
transactions for which they are granted access.
Pricing Enhancements
The following pricing enhancements were made:
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Products can now be assigned to more than one price class.
•
Customers can now be associated with multiple price books.
•
Price matrixes can now be defined for a specific unit of measure.
•
Effective dates can now be entered for list prices on products.
•
The first price break quantity on a price matrix can now be greater than zero.
•
Specific product price overrides can now be set up on price class or style price matrix records.
•
Price matrix maintenance windows are improved to be more intuitive and allow for more efficient
entry of price matrixes.
Enhanced Credit Card Security
A new credit card interface is now available using Element Payment Services hosted payments platform.
This new platform greatly increases security and makes it easier to achieve PCI compliance. With these
new changes, sensitive credit card information is stored at a secured third-party, not in the database or on
any of the Apprise servers. Apprise communicates with the third-party using tokens instead of credit card
numbers.
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Apprise New Features in Version 7.5
PlanetTogether APS Integration
Apprise has partnered with PlanetTogether and their Galaxy Advanced Planning & Scheduling solution
(http://planettogether.com/top-benefits/). This new Apprise add-on feature provides users with the ability
to manage work order production scheduling using features such as Gantt charts and “what-if” analysis.
EDIFACT Compatibility
The EDI Transaction Manager is now compatible with EDIFACT standards. EDI maps can be created to
translate both incoming and outgoing EDIFACT data using all the same transaction types that are
available using the X12 standard.
European Union VAT Tracking
The following new features support VAT tracking in the European Union (EU):
•
VAT rules can now be set up for exceptions and special scenarios.
•
VAT groups can now be set up to group customers for VAT calculations.
•
The new VAT Information Exchange System (VIES) Report can now be output to provide data for
filling online VIES reports.
Certify Expense Reporting Import
Apprise has partnered with Certify, LLC (www.certify.com) to provide a travel and expense reporting
solution that integrates easily with the Apprise system. Certify supplies a web-based platform for expense
report entry and an approval workflow. After the expense reports have been entered and approved, the
data can be easily exported from Certify and imported into Apprise as accounts payable vouchers for
reimbursement.
The following sections describe additional new features in Apprise Version 7.5.
Apprise New Features in Version 7.5
5
Accounting and General Ledger
The General Ledger module and accounting system includes the following new features.
Inventory Rounding
Inventory rounding amounts are now tracked to prevent discrepancies between the inventory general
ledger account and amounts on the Inventory Valuation Report. The new Inventory Rounding Inquiry
window allows users to view details of how rounding amounts were calculated and posted. Inventory
rounding amounts can also optionally be displayed on the Inventory Valuation Report.
Electronic Payments
Deposit Entry now allows users to enter batches of electronic payments. Payments in electronic batches
can be individually reconciled during the bank reconciliation process.
Accounts Payable Clearing Account Report Additional Charges
The Accounts Payable Clearing Account Report now displays additional charges and VAT for each
purchase order. This allows users to determine all suppliers for which vouchers must be created.
Customer Allowance Manual Balance Adjustments
The new Customer Allowance Adjustment Entry window allows users to manually enter customer
allowance adjustments to account for special customer programs.
Customer Bank Account Import
The new Customer Bank Account Import enables users to import bank accounts instead of manually
entering bank accounts in Customer Bank Account Maintenance. This allows users to efficiently set up
large numbers of bank accounts.
Inventory Cost Adjust Import
The new Inventory Cost Adjust Import enables users to import product cost adjustments instead of
manually entering cost adjustments in Inventory Cost Adjust. This allows users to efficiently change costs
for multiple products.
Financial Report Budget Percentage Columns
Percent of budget columns can now be added to financial report layouts in Financial Report Print / Export.
This allows users to include percentages of budgets on printed financial reports.
Financial Report Current Period Rolling Columns
Columns can now be added to financial report layouts in Financial Report Print / Export that display data
from periods a specified number of periods in the past or future. This allows users to create report layouts
that remain valid as the current period changes.
Chargeback User-Defined Fields
10 customizable user-defined fields are now available for accounts receivable chargebacks. These fields
can be used to store any additional data required for processing chargebacks.
Credit Task User-Defined Fields
10 customizable user-defined fields are now available for credit tasks. These fields can be used to store
any additional data required for the finance company approval process (CIT, Wells Fargo, etc.)
Chase Bank Positive Pay Extract
Positive Pay Processing now supports Chase Bank. Positive pay processing allows banks to verify that
paid checks are valid and therefore helps prevent payment fraud. Apprise allows users to export positive
pay processing files, which can then be electronically transferred to banks.
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Apprise New Features in Version 7.5
Green Bank Positive Pay Extract
Positive Pay Processing now supports Green Bank. Positive pay processing allows banks to verify that
paid checks are valid and therefore helps prevent payment fraud. Apprise allows users to export positive
pay processing files, which can then be electronically transferred to banks.
Customer Invoice Split Terms Detail
Customer invoice Crystal Reports forms now include the due date and amount of each payment for split
terms type payment terms.
Voucher Expense Item Remarks
Remarks can now be added to accounts payable voucher expense line item details. These remarks can
be used to record an explanation for each specific accounts payable expense account distribution. The
remarks are visible in voucher inquiries and reports.
Apprise New Features in Version 7.5
7
Customer Service
The Customer Service module includes the following new features.
Enhanced Automatic Order Entry Additional Charges
Automatic order entry additional charges can now be set up in a specific currency and by many new
criteria in Automatic Additional Charge Maintenance. Automatic additional charges can also now be set
up by import in the new Automatic Additional Charge Import.
The new Automatic Additional Charge Management window allows users to review, update, and delete
automatic additional charges. The new Automatic Additional Charge Inquiry window is an inquiry-only
version of Automatic Additional Charge Management, which allows users to view information for
automatic additional charges.
Contract Enhancements
Contract Maintenance now allows contracts to contain multiple products with various quantities, costs,
and prices. Contracts can also now be divided into multiple stages so that sales orders and purchase
orders can be created directly from contracts.
Order Credit Card Activity Monitor
The new Credit Card Transaction Detail Inquiry window allows users to view all credit card activity for
each order.
One-Time Use Credit Cards
A new option allows users to decide whether to save credit card information for later use during order
entry. Specific customers can be set up to not store credit card information.
Customer Inactivity Report
The new Customer Inactivity Report outputs a report of customers that have not placed an order in a
specific number of days. The report can be output for all or specific customer divisions, sales territories,
and/or states/provinces. It can also optionally include line items from each customer's last order.
Product Restricted Allocation
Product Maintenance and Product Location Maintenance now have a Restricted Allocation option for
products. Order line items for restricted allocation products are automatically placed on backorder so the
allocation can be reviewed.
Order Allocation Management
Order Allocate and Reallocate is now renamed as Order Allocation Management. Order Allocation
Management is redesigned to include new filters and features to make it easier to manage order
allocations and reservations.
Customer Automatic Drop-Ship Purchase Order and Shipment/Container
Creation
Customer Maintenance now includes the Auto Create Drop Ship POs option and the Auto Create
Shipment & Container option. These options allow drop-ship purchase orders and shipments/containers
to be automatically created for specific customers.
Customer Freight Limits
Customer Maintenance now includes an option to define a freight percentage limit. This limit is the
maximum allowable freight charge for the customer based on a percentage of the order total. The freight
percentage limit can also be overridden for specific sales orders.
Sales Representative Analysis Second Date Range
Sales Representative Analysis now has a second date range filter, which enables comparison of sales
representative data for two separate time ranges.
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Apprise New Features in Version 7.5
Open Order Inquiry Order Type Filter
Open Order Inquiry now has an order type filter, which allows users to display orders of a specific order
type (sales, returns, etc.).
Customer Open Order Warnings
Customer Maintenance now has an Open Order Warning option. If this option is selected for a customer,
a warning message appears during order entry if the customer has any open orders in the system.
Customer Sales Report Summarized by Billing Customer
Customer Sales Report now has an option to summarize output reports by billing customer.
Order Class Automatic Manual Hold
Order Class Maintenance now includes an option to automatically place orders for the order class on
manual hold. A specific manual hold reason can also be automatically assigned based on the order class.
Order Report Filters
Open Order and Backorder Report and Open Backorder Report now include customer forecast group
filters. Customer Backorder Inquiry, Open Backorder Report, and Order Allocation Management now
include billing customer filters.
Billing Customer Lookup
Customer Maintenance and Customer Inquiry now include a new button that allows users to select a
customer from a list of billing customers.
Inactive Price Books
Price Book Maintenance now includes an Active check box, which controls whether a price book can be
selected in Order Entry.
Cancel After Date Update Manual Update
Cancel After Date Update now allows cancel-after dates to be updated, and indicates whether order line
items are on a bill of lading.
Drop-Ship Order Consolidated Invoices
Invoice Create and Print can now create consolidated invoices for drop-ship orders and drop-ship
commission orders.
Customer Service Hold Management Billing Customer Filtering
Customer Service Hold Management now includes an option to filter orders by billing customer.
Pricing Determination Inquiry
Order Entry Item Price Lookup and Price and Availability Inquiry now indicate how a price was
determined for an order line item.
User Default Order Line Item Entry Method
User Extended Options now includes an option to set the user’s default method of order line item entry
(style matrix, order pad, etc.).
Inactive Customer Hold by Last Invoice Date
The Inactive Customer Hold functionality now performs the credit check based on the last invoice date,
which can be manually set up in Customer Credit Rule Maintenance, Customer Import, and Customer
Change Import.
Customer Ship-To Address Inquiry Wizard
The Customers inquiry template is now updated in Inquiry Wizard to allow users to create custom
inquiries that display customer ship-to address information.
Apprise New Features in Version 7.5
9
Commission Reporting by Sales Team
Commission Inquiry and Commission Report now include options to filter by a single sales team or a
range of sales teams.
Companion Products on Price Matrixes
Companion products can now be linked to price matrix records. This allows a companion product to be
set up to be given to customers if a specific quantity of product is purchased.
Package Tracking Numbers on Invoices
Customer invoice Crystal Reports forms can now include package tracking numbers.
Cancel After Date Update Cancel Reason Entry
Cancel After Date Update now allows entry of cancel reason codes when cancelling order line items.
Additionally, if a large number of order line items will be cancelled with the same cancel reason code, a
default cancel reason code can be assigned.
Customer Future Allocation Overrides
Customer Maintenance now includes an Ignore Future Allocations option. This option allows customers to
bypass the future allocation process, immediately allocating products to the customer’s orders regardless
of the required date.
Customer Portal Enhancements
Customer portal users can now select a bill-to address during the cart check-out process. Customer portal
users can also use saved credit cards (previously, credit card information needed to be entered every
time the user wanted to use a credit card).
Customer Portal User Purge Utility
The new Customer Portal User Purge Utility deletes customer portal users for inactive customers.
Customer Automatic Port Selection
Customer Maintenance now includes options to enable automatic port selection on containers based on
the sales location and date.
Promise Date Calculation Calculated and Actual Promise Dates
Promise Date Calculation now includes the Calculated Promise Date and the Actual Promise Date grid
columns to provide improved promise date visibility.
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Apprise New Features in Version 7.5
Purchasing
The Purchasing module includes the following new features.
Purchase Order Repricing
Prices can now be recalculated for existing purchase orders based on the current cost matrix
configuration. This allows purchase order prices to be quickly updated if suppliers have changed their
pricing.
Supplier Change Import
The new Supplier Change Import enables users to import changes to suppliers instead of manually
entering changes in Supplier Maintenance. This allows users to efficiently change information for multiple
suppliers.
Purchase Order Line Item Cancellation
Purchase Order Maintenance now includes line item cancellation functionality that allows users to cancel
individual purchase order line items and enter a reason code for the line cancellation. Users can also
select whether to display cancelled line items in the PO Line Item Entry window.
Purchase Order Final Change Date Security
User Extended Options and User Profile Import now include an Allow to Update a PO after Final Change
Date option. This option allows specific users to update a purchase order after the order’s final change
date.
Purchase Order Class Ignore Harmonization Charge
Purchase classes can now be set up to ignore harmonization (duty) charges. This is typically used for
drop-ship or direct-ship orders if the customer is paying the duty.
Fixed Cost Cost Class Purchase Cost Matrixes
Purchase cost matrixes for cost classes can now be set up with fixed costs. Previously, cost matrix
records for cost classes could only use cost multipliers.
850 Export Sales Order Information
Sales order data is now included in outbound 850s for drop-ship and direct-ship orders.
Direct Ship to Warehouse Release Conversion
All direct-ship release line items can now be changed to warehouse release line items on unprepped
releases.
Apprise New Features in Version 7.5
11
Warehouse Management and Manufacturing
The Warehouse Management module includes the following new features.
Automatic Package Building
Pick Demand Confirm now has a new option to automatically build packages. This option will build
packages on the Advanced Packages tab based on the package unit of measure defined for the product.
Pack Station User Licenses
A new limited pack station user license is now available for users who only need to confirm pick
demands. Administrators can designate pack station users in User Profile Maintenance.
Warehouse Task Management Automatic Refresh
Tasks in Warehouse Task Management can now be automatically refreshed on a periodic basis. Users
can specify a number of minutes before displayed tasks are refreshed.
Pick Demand Creation for Multiple Shippers and Order Classes
Pick Demand Create and Print now allows selection of multiple shippers and/or order classes when
creating and printing pick demands.
Bill of Lading Supplemental Pages
The bill of lading Crystal Reports form now allows supplemental pages to be printed for bills of lading with
carrier or customer purchase order data that does not fit on a single page.
Product Synonym Import
The new Product Synonym Import enables users to import product synonyms instead of manually
entering synonyms in Product Synonym Maintenance. This allows users to efficiently add product
synonyms for multiple products.
Lot Inquiry Ribbon Buttons
Lot Inquiry now has ribbon buttons for navigating lots of a selected product, and for accessing Inventory
Matrix Inquiry, Lot Management Inquiry, Lot Audit Inquiry, and Lot Information Update.
Planned Bill of Lading Management Order Class Filtering
Data in planned Bill of Lading Management can now be filtered by order class.
Bill of Material and Work Order Minimum and Maximum Estimated Costs
The Manufacturing module can now be set up to prevent excessive cost variance for work orders.
Minimum and maximum estimated cost variance percentages can be entered for specific bills of material.
During work order creation, orders that have excessive cost variance can be put on cost variance hold.
Warehouse Area Range Bin Replenishment
Directed Putaway and Bin Replenishment now has an option to select a range of warehouse areas when
creating bin replenishment tasks.
FedEx Signature Required
Shipper Maintenance now allows users to specify if shippers require signatures. This information can be
transmitted to FedEx (via FSMS).
Warehouse Product Codes
Warehouse product codes can now be entered in Product Location Maintenance to uniquely identify
products for each specific shipping location. These are typically used by third-party logistics providers.
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Apprise New Features in Version 7.5
Distribution Resource Planning (DRP)
DRP includes the following new features.
Production Forecast Transmission to Manufacturers
Summary DRP Management can now export an Excel spreadsheet of production forecast data. This
spreadsheet can be sent to manufacturers for production capacity planning.
Include Containers Not on Shipments
Reorder Quantity Method Maintenance now has an Include Containers not on Shipments parameter for
reorder quantity methods. This parameter allows users to control whether quantities in containers that are
not assigned to shipments are included in Shipments in Transit quantities for DRP.
Forecast Hold Inventory Allocation
Forecast Method Maintenance now has a Forecast Hold Shipment Quantity parameter for forecast
methods. This parameter allows users to control whether inventory is allocated for orders that go on
forecast hold.
Forecast Calculations with Point of Sale History
Forecast Method Maintenance now has a History Data parameter for forecast methods. This parameter
allows users to control whether forecasts are calculated based on point of sale history data.
Promotional Forecasts in Remaining Forecasts
Forecast Method Maintenance now has a Promotional Forecast Logic parameter for forecast methods.
This parameter allows users to control whether to include promotional forecast quantities in remaining
forecast quantities.
Zero Desired On Hand
Reorder Quantity Method Maintenance now has a Desired On Hand Calculation parameter for reorder
quantity methods. This parameter allows users to control whether desired on-hand values can be set to
zero. This is intended for use with drop-ship products that are not stored in inventory.
Future Supply in Planned Receipts
Reorder Quantity Method Maintenance now has a Future Supply Buckets in APR parameter for reorder
quantity methods. This parameter allows users to control whether to include future supply quantities in the
calculation of suggested planned receipts and actual planned receipts.
Promotional Forecasts in Safety Stock Calculations
Safety Stock Method Maintenance now has an Include Promotions parameter for safety stock methods.
This parameter allows users to control whether to include promotional forecasts in the DRP safety stock
calculation.
DRP for Products with Ordered Purchase Orders
Summary DRP Management now has an option that allows users to display DRP information for products
with ordered purchase orders.
Pending Sales Order Display
Summary DRP Management now has an option that allows users to display pending sales order
amounts.
Sales Orders in Forecast Demand
Customer Forecast Group Maintenance now has an option to exclude sales orders from forecast
demand. This allows users to exclude orders for specific customers from DRP demand calculations.
Apprise New Features in Version 7.5
13
Electronic Data Interchange
The Electronic Data Interchange module includes the following new features.
EDI Hold Release Visibility
EDI Task Management and the EDI tab in Order Entry now display the date and time each order was
released from EDI hold and the user who released each order.
Discontinued Customer Products
Customer Product Code Maintenance now allows users to mark customer products as discontinued and
to enter the date each customer product is discontinued. Additionally, the outbound EDI 846 now
indicates if customer products are discontinued.
Duplicate Purchase Order Number Import
EDI Trading Partner Maintenance and Customer Maintenance now include an option to indicate whether
duplicate purchase order numbers can be imported for trading partners and customers. This option
previously only existed for order classes.
ASN and 810 Control for Customer Ship-To Addresses
Customer Maintenance now includes options to prevent transmission of 856 and 810 EDI transactions to
customers. Specific ship-to addresses can also now be set up to not receive 856s.
Additional Dates for 870 Maps
EDI Mapper now includes the required date, cancel-after date, earliest ship date, latest ship date, and 10
user-defined dates for outbound 870 transactions.
EDI Task Management Notes and Remarks
Notes and remarks can now be added to EDI transactions in EDI Task Management.
Trading Partner Option to Warn for Missing SCACs
EDI trading partners can now be set up to display a warning message if any shipments (bills of lading) for
a trading partner are missing an SCAC (which is typically always required on ASNs).
Trading Partner Higher Pricing Option
EDI Trading Partner Maintenance now includes an option to use higher pricing for trading partners if there
is a price discrepancy between an imported price and a price calculated from a price matrix.
EDI Order Release Management Order Class Filtering
EDI Order Release Management now allows users to filter displayed orders by order class.
Trading Partner Price Warning Threshold
EDI Trading Partner Maintenance now allows users to enter a percentage difference between the price
on an inbound EDI order and the price matrix that will generate a price warning for each trading partner.
EDI Task Inquiry
The new EDI Task Inquiry window allows users to view EDI transactions. This new window is an inquiryonly version of EDI Task Management.
Unit of Measure Conversion Map Function
EDI Mapper now has a UM Conversion function available for mapping outbound transactions. The
function allows users to map the units of measure and quantity being converted.
EDI Map Copying Between Map Versions
EDI maps can now be copied from one map version to a different map version.
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Apprise New Features in Version 7.5
855s Before Picking
855s can now be generated for products that are about to be picked\shipped (pick demand create\print
process). This feature can be enabled for specific trading partners.
997s for Undefined Trading Partners
EDI Control Maintenance now includes an option to control whether to send 997's for undefined trading
partners.
Consolidated Pack Summary ASNs
A new consolidated pack summary ASN transaction type (856CPS) is now available for EDI trading
partners. Users can add this transaction type to trading partners in EDI Trading Partner Maintenance.
Apprise New Features in Version 7.5
15
Miscellaneous
The following miscellaneous new features were added.
64-Bit Apprise Client
A new 64-bit Apprise client allows for higher memory usage (>2 GB), which can be useful for large reports
and data extracts.
XSLX Export for Grids
The Excel Export feature now uses the.xlsx format instead of the older .xls format for exported Excel files.
This allows larger amounts of data to be exported to Excel.
User Preferences Copy Utility
The new User Preferences Copy Utility allows user settings, such as Favorites, grid layouts, dashboards,
alerts, and Excel report formats to be copied between users.
Delimited Text File Reports
All reports can now be exported to delimited text files. This is useful for large reports that do not fit on
printed pages.
Field Customization Enhancements
Users can now customize field labels directly in each window. These changes are only visible to the
individual user (system-wide changes must be performed in Field Attribute Maintenance).
Field Attribute Maintenance can also now be accessed directly from the File menu for all windows, so that
users with authorization can now more quickly make customizations.
Excel Export Security
A new security option in User Profile Maintenance allows administrators to control whether users can
export data in grids to Excel.
Savable Lookup Window Grid Settings
Grid columns in Lookup windows can now be automatically resized and the Lookup window column width
settings are now saved automatically for future use.
User Default Attachment Types and Groups
A default attachment type and group can now be set up for each user. These defaults are used when
users create new attachments.
Note Start and End Dates
Start and end dates can now be entered for notes that are set up to display during order, purchase order,
and/or voucher entry. This allows users to display notes only for a specific range of dates for which the
notes are relevant.
Remark Start and End Dates
Start and end dates can now be entered for remarks. This allows users to display remarks on documents
only for a specific range of dates for which the remarks are relevant. Additionally, a new option is added
to ignore the year of the date range so that specific remarks display on a recurring seasonal basis.
Task Manager Status Note
All task manager windows now have an updatable Status Note grid column. These columns provide a
quick view of the task status, and can be used instead of using notes to store the status.
Embedded Feedback
The new feedback feature allows users to send comments and suggestions directly to Apprise from within
any window in the system. Users can optionally include an image of the window and an email address
with their feedback.
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Apprise New Features in Version 7.5
Product Lifecycle Management and Supplier Production Monitoring
Workflow API
A new API enables users to launch Product Lifecycle Management and Supplier Production Monitoring
workflows.
Default Import Options
Users can now set a default import file extension and default import\validation option for each import.
These defaults save users from needing to select import options each time an import is run.
Confirmation Message Suppression
A new connection profile variable automatically suppresses message dialog boxes that require a user to
click the OK button. Messages will still appear when using the new connection profile variable, but a user
will not need to click the OK button to close a message dialog box.
Lookup Window Displayed Records Customization
System ID Maintenance now allows users to change the maximum number of records allowed for
scrolling up in Lookup windows.
Grid Column Hiding
Column Arranger now has an option to hide specific grid columns in grids. This allows users to hide any
data that is not relevant and to focus on the data that is most useful.
Grid Alternate Row Shading
Shading can now be added to alternate rows in grids to improve data readability.
Attachment Drag-and-Drop
Attachment files can now be dragged and dropped in Attachment Entry instead of requiring users to
manually browse for files.
Navigation Panel Controls
Navigation panels now include a shortcut menu, accessed by right-clicking a panel. The shortcut menu
allows users to quickly expand and collapse menus and submenus.
Report Viewer ODBC Support
The Apprise Report Viewer now supports Crystal Reports forms that use ODBC.
Apprise New Features in Version 7.5
17
Beverage-Industry
The following enhancements were made for companies in the beverage industry.
Inventiv Extracts
Data can now be exported to Inventiv for analysis. The following files are exported to Inventiv in Generate
Data Extract:
•
Customer – Customer information
•
Detail – Detail information, such as sales representatives, product types, and customer
categories
•
Item – Product sales for supplier information
•
Transaction – Sales representative transaction information
Beverage Tax Categories
Beverage tax categories can now be set up for state taxing authorities in the new Beverage Tax Category
Maintenance window. Each beverage tax category can be set up with specific unit volume tax rates for
each state. Beverage tax categories can then be assigned to products in Product Maintenance or
imported.
Product Ship and Debit
Ship and debit functionality is now added to products, and billbacks can now be managed for free goods.
Ship and Debit Inquiry Wizard Template
A ship and debit inquiry template is now available in Inquiry Wizard. The new template allows users to
create custom inquiries that display ship and debit data.
Supplier Distributor IDs
A new Distributor ID field is now available on the Other Options tab in Supplier Maintenance, which is
used for beverage data exports.
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Apprise New Features in Version 7.5