agile Order Management-New Print Options and More…

Want more flexibility in printing? You got it. In this release we have made major enhancements to the printing options within Order Management for both ABL and Non-ABL, as well as additional enhancements and bug fixes.

Check out the changes in this release:

Printing:

• Print Preference by Print Out Type:  Implemented a new Print Preference selection screen to allow you to specify your print preferences by print out type. To set your preferences select Options> Preferences from the main OM dashboard

 

 

• Order Reprint Indicator:  New print option of Reprint which when selected will append to the title of the printout.  This will help to manage the original vs. reprints of the original

 

 

• BCC Option:  New option to BCC yourself when emailing PO Confirmation, MFG PO, Order Confirmation and Order Status documents from within OM

 

 

• Audit log entry:  Add an audit log entry each time a printout is generated from within OM. To view these entries click on the Audit Log tab

• Job Name Fix on Print Out:  Corrected the issue with the Order Status document not printing if the Job Name exceeded 30 characters

 

Non-ABL Printing:

 

• Non-ABL Hold for Release Print Indicator:  New non-ABL print option of Hold for Release which when selected with append to the title of the printout’s title for increased visibility of orders that have been placed with Non-ABL manufacturers

 

• Print Change Order Audits:  Implemented Non-ABL print option that when selected will allow for the agency user to select the changes they would like to include on the print out. This will allow the non-ABL MFG or Customer to quickly see and understand the changes that have been made to their order. The selection of this option will also append text to the printout’s title for increased visibility.  Check out the steps necessary to print change order audits:

1. Select to include Change Order audits

2.  Next select the link beside the print option

3.  Select the changes you  would like to include and click OK. Note: The default view will show any changes that have occurred since the last time that printout type was printed. You can also switch the view to show all changes

4.  You will then be returned to the print options screen and the count of audits should be increased to match your selection

5.  Select Print/Preview or Email option and the print out should now generate with the updated title and selected line changes visible in the Line Changes section below the Lines grid

 

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• Removal of Agency Number Prefix:  The agency number will no longer print as part of the order number for non-ABL printouts

 

• Order # in Subject Field of Buy/Sell order emails:  The issue has been addressed so that on non-ABL Buy/Sell orders that are emailed we will now show the subject as the agent’s order number instead of the Distributor’s PO #

Additional Enhancements/Fixes:

• Added additional checks to ensure that the construction category is populated prior to place order
• Corrected Construction Categories to be sorted alphabetically for easier selection
• Corrected issue on P&I 708 hold orders and orders with the commission not being set to $0
• Corrected issue with OM displaying an error on the Header Tab if an inactive customer was set as the Sold To.
• Updated the Add new line section to rename the Config Center references to show as RMC, which stands for Regional Manufacturing Center
• Removed the Convert from AQS option when generating new Hold Orders
• Implemented the ability to set the Project Manager on the Project Container and convert to a hold order through quote conversion or Project Linking
• Ability to resize the OM window and have that save as the default size and location by workstation