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View axis diplomat 2014 New Features Overview

1. For systems featuring handheld stock control there are two new sales order priorities available Rush effectively Very High and Defer or Very Low Both Rush and Defer are recognised by the handheld order picking process as overriding the due dates set on the orders In essence Rush orders are prioritised even if they are not yet due whilst orders flagged as Defer are ignored even if they are due Document Values Goods value 1390 00 VAT 278 00 Order Priority Order priority Defer overrides due date v Defer overides due date Additional Details Order contact g Rush Order jovemides due date Contact email address Customer order number o O Care A Sales Order being set to Defer at the time of filing this could also be done at a later point via a right click option from Sales Order Monitor 19 Documentation Enhancements i Despatch Pro Forma Invoice xO Any system running with Despatch Quantity Recording can now produce a pro forma invoice based on the despatch quantities set rather than the ordered or outstanding quantities ii Credit Days xO An additional field has been made available to Document Designer templates for the number of credit days that applies to a particular transaction This allows for example a line to be added to invoices reading This invoice must be paid within n days of the invoice date Page 36 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat
2. axistirst Business Software www axisfirst co uk software axis diplomat 2014 Accounting and Business Information Systems New Features Overview 01 10 2014 axis diplomat 2014 New Features Page 2 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Foreword Welcome to axis diplomat 2014 This release is the culmination of the past two years development work since the launch of axis diplomat 2012 There are hundreds of improvements to the product across all of its modules but for this release we ve focused on two themes availability scalability You ve asked us to reduce the requirement to take axis diplomat taken off line for example to take a backup We ve been able to eliminate the requirement to take axis diplomat off line in order to take a backup You asked us to reduce the occasions when axis diplomat needs to run in single user mode for example during an accounting period end We ve been able to make numerous functions that were previously single user only now run multi user and that includes the period end functions for all of the ledgers With so many new developments across so many aspects of the system we re confident that everyone will find something of interest in this new release The following introduction does however highlight some of the major enhancements that we think will be of interest to all of Our users Regards The axis diplomat Dev
3. This decision can be manually overridden if required BRIDGWATER TAG 6LS Prend aes E Ba oes Allow multiple partial deliveries Bac Delivery method Sales order release mode t 32 ais diplomat 2014 DPA Local Page 31 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features Destination Details City Town County State Postal ZIP Code Country Delivery Details Earliest delivery date Latest delivery date Delivery Methods Description RM Royal Mail 48 Parcel RM Int RM Int RM Int RM Int p 2 p e _ PS Standard met Va in Ww Express oO Ww AS ie Kms ie kel ii ie TD wy Express Plus Best Delivery Method button in Enter Sales Order BRIDGWATER TAG 6LS UNITED KINGDOM il Estimated Delivery Cost 2 03 Best Zone Sort Parcel Track amp Sign Parcel Track amp Sign Letter Track Parcel Int Track Letter Int Signed Parcel Int Signed Letter Int Max Sort Large Letter Int Max Sort Parcel 4 54 Standard Saturday Express Saturday Consignment Details Total Volume 0 0018 m Pallets Reason for Exclusion Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for deliver
4. en ee at od 74 NGA n S Us 14 ju James Kent Umied S Us 14 Here we have created a Sales Order Monitor tab specifically to view Sales Orders completed in the last two weeks to identify those orders that were fulfilled using the greatest number of separate shipments by using column sorting Stock Available to Pick The Sales Order Monitor now shows an indication of the potential value of goods that are available to ship for each sales order Where insufficient stock is available to fulfil an entire sales order this allows decisions to be made as to which sales orders should be prioritised Also in the case of sales orders not allowed to be part shipped a decision can be made as to whether it is desirable to change the status of the order to allow part shipments File Delivery Addresses Sales Orders Stock Items EI Help Customer Outstanding Available Stock Customer Name _ m Order Value Value Credit Limit Exceeded Mann amp Sons Engineering Inc 9856 5221 31 3392 47 Stephens Holdings Partners 9860 4796 05 3389 00 Apollo Frost Partners 10141 4540 01 3298 67 QGK Manufacturing 10058 3791 09 3163 35 Cayman Intemational Partne 9881 3633 66 3095 41 EI Credit limit exceeded Vancouver amp Vancouver Europe 9964 5694 92 3036 46 Discount Materials 10013 4802 51 2934 60 WD Developments Partners 9834 4135 16 2915 26 Cayman Reed Inc 9987 3377 64 2863 13 Giant Planet Co 10123 33
5. those images that have changed since the last publish With this latest update you can now leave your scheduled publish settings to include images knowing that the publish will not spend a large percentage of the time uploading images that don t need to be uploaded This also has the added benefit of removing any requirement for the upload to use an FTP connection which can eliminate communication issues caused by your firewall configuration eBusiness Sitemaps This module which was previously optional is now standard on all systems with the axis vMerchant module It allows the axis vMerchant to automatically generate an XML Sitemap These sitemap files which essentially provide a set of links to all of the pages on your site are used by search engines to navigate your site and so can have a Significant effect on your search engine rankings In addition to automatically generating all of the product and product related page links you can also list your own additional pages within axis diplomat for inclusion in the sitemap to cover for example CMS content Page 62 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Discontinued eBusiness Groups It is now possible to mark selected eBusiness Groups as Discontinued Once an eBusiness Group is marked as Discontinued it is no longer possible to assign stock items to that group General Images Notes Attachments Altemative Gr
6. changes to offer a Tell me when this item becomes available button alongside of or instead of a Buy button for items that are not currently in stock In addition to the email templates axis diplomat s Site Maintenance function also allows configuration of the maximum number of days to hold these requests This is to ensure that you do not send notifications to customers from requests that are too old Page 64 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section H Office Products 1 Page Yield xO Stock records on Office Products systems now have a custom field specifically to hold Page Yield Specifically designed with printer consumables in mind the information can also be published to your axis vMerchant website File Help Images Transactions Stock Notes Attributes History Attachments Customer Pricing eBusiness Details Pricerunner Feed Pricegrabber Feed Google Feed General Details Issue History Pricing and Costing Discounting and Additional Pricing Location Details Stock and Manufa Stock Reference Alt reference 875101 tem description Canon CL 511 Inkjet Cart Col 29728001 Stock reference 15134 Overall Stock Levels General Details General Details Specification Canon CL 511 Colour Ink Unit of measure Cartridge Case quantity Units per pallet Product group 0 Miscellaneous J Stock record type Stock teri Pur
7. 09 14 INVOICE 484 62 581 54 581 54 L Peaks Online Inc 16032 04 09 14 INVOICE 2403 84 2851 90 2851 90 P2683 Jonah Distribution Co 16033 04 09 14 INVOICE 339 60 398 80 398 80 Kent amp Kent Research Inc 16034 04 09 14 INVOICE 797 42 948 19 948 19 Jersey amp Jersey Wholesale Inc 16035 04 09 14 INVOICE 331 37 397 64 397 64 Asia Perkins 16036 04 09 14 INVOICE 970 90 1152 00 1152 00 OA Agency Partners 16037 04 09 14 INVOICE 280 39 336 47 336 47 White Property com 16038 04 09 14 INVOICE 985 23 1180 10 1180 10 T Wells Imports 16039 04 09 14 INVOICE 1716 08 2050 52 2050 52 Lewis Logistics Inc 04 09 14 INVOICE 549 93 655 56 655 56 BMR Europe Limited 04 09 14 INVOICE 1219 10 1444 98 1444 98 Asia Manufacturing Limited 04 09 14 INVOICE 2430 11 2892 09 2892 09 HE Marketing Partners 04 09 14 INVOICE 4598 72 5508 61 5508 61 Lewis amp Lewis Europe Inc 04 09 14 INVOICE 3300 53 3914 36 3914 36 Gold Technology Limited 04 09 14 INVOICE 507 86 589 81 589 81 Seven amp Sons Marketing Limit 04 09 14 INVOICE 2124 72 2542 03 2542 03 Smith Property Partners 04 09 14 INVOICE 1265 87 1505 83 1505 83 Green amp Green Intemational Co 04 09 14 INVOICE 443 43 532 12 532 12 gt tem Count 1052 64 axis diplomat 2014 DPA ttestserver ab 1 A Sales Desk Monitor configured for an additional tab to show Sales Transactions this particular tab has been sorted by date then by transaction type and finally by
8. 2014 New Features re File Help ili Statement Email Substitutions xO It is now possible to include within the body of the email sent with statements when using Document Delivery substitutions for the recipient s salutation Salutation and the total amount due TotalDue This makes it possible to create covering emails with more impact and with a greater chance of being noticed Maintain Sales Ledger Parameters a x 20 DLD D D Entry cont Statement Settings 21 Ir User defaults Template Fax Settings Email Settings Appended Suffix File PDF Ema Defa Sen Defa Add Add Email Body Text email body Dear Salutation Your current balance is TotalDue Please review the attached PDF Statement of Account for further information Kind Regards The Accounts Dept To view the attached document you will need the Adobe Acrobat Reader installed on your system Ff it is not installed and you would like to install it now please go to http www adobe com products acrobat readstep html iv Collection Notes It is now possible to produce collection notes from negative sales orders using a new Document Designer document type Marketplace Interfaces Amazon and eBay Order Import Two additional new modules being made available now allow you to interface with your Amazon Marketplace Store s and or eBay Store s and import sales orders
9. 23yrs 1 mth 03 04 2013 1009 Mr HJ Harold John Shep Employee Enquiry 1964 49yrs Smths 01 04 2013 Amend Employee Details Find Print Preview Export gt Using right click facilities you are also able to access the Employee Enquiry or even Amend Employee Details April 2014 saw companies with fewer than 250 employees being affected by the 4 Interfaces to Workplace Pension Providers legislation that enforces a legal duty to provide suitable pension provision for their workforce known as Workplace Pensions As a result of this we have being working with a number of pension providers to develop specific exports to pass information from the axis payroll to those pension providers We are now able to offer additional modules to interface with the following Workplace Pension Providers People s Pension Scottish Widows e Legal amp General Page 67 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section J Hire Management 1 Customer Insurance xO For those hiring large items of plant there can be a requirement for customers to hold their own hire in plant insurance Modifications have now been made to track which customers have provided a copy of their insurance and when it expires Hire Categories have been extended to include a tick box to indicate that hire in plant insurance is required for a given category of hire item Similarly customer records h
10. Customer Enquiry now include columns showing the time and date that a delivery was consigned along with the ID of the user that consigned it These also include a further column for Delivery Status using both an icon and text The Delivery Status is one of the following e Scheduled e Provisional lt 4 e Awaiting Consignment e Consigned Res Scheduled and Provisional are available on systems with the optional Scheduled Deliveries module see page 34 and any overdue scheduled delivery is now shown in red Best Delivery Method Calculation Best Delivery Method selection allows those who use the Despatch and Delivery Management module in conjunction with one or more Delivery Service Provider DSP Interfaces to have the system select the best delivery method The decision that the software makes is based on a number of factors including whether each delivery method is valid for the delivery address the size and weight of the item s being sent and the lowest cost to deliver those item s Identifying suitable delivery methods based on the size and weight is done using an industry recognised 3D Bin Pack algorithm supporting item rotation and per container weight cut offs When entering or amending a Sales Order the Best button next to the Delivery Method selection will show a list of all available delivery methods indicating those that are unsuitable and why and highlighting the best delivery method
11. Enabled v Allow service CRM calls v Within termination date The date is also within the termination notice period 90 days The earliest termination date for this contract is 01 12 2014 The date you have entered is 12 11 2014 These settings are then enforced within service contract maintenance The ability to override these restrictions is configurable on a user basis Page 69 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features 2 Service Contract Maintenance Improvements to screen layout The Number of releases prompt used in previous versions to control the termination of billing is replaced with the more user friendly Termination date prompt which includes a calendar date picker Once a date has been selected the Number of Releases invoices remaining is calculated and displayed A new Contract Status informs the user whether the contract is Active Under notice or Ended Direct access to the Service Contract Type enquiry is provided via a SmartLink icon File Enquiries Help Customer Details Customer Notes General Details Document Notes Item Details Terms and Addresses Attachments Links Audit Trail Amending Contract 508252 Last modified by DAVID on 02 09 2014 at 16 50 Customer 3216 The Garden Shop Ltd Net Credit limit 10000 Referenc
12. Groups has been enhanced to also allow PNG images as well as JPEG GIF and BMP images In some situations PNG images can be beneficial when used on websites since they allow full colour images with transparent backgrounds a combination not provided by other image types 4 Stock Enquiry and Maintenance Enhancements i More Informative Search Results xO Stock Searches now show a Discontinued column Stock Stock EPERRA Description Discontinued Size Colour di Hind Allo EGPLMOW1 EGPL Electric Mower H Not discontinued 89 12 plastic blades EGPLMOW2 EGPL Hectric Mower H Not discontinued 77 12 metal blades EGPLMOW3 EGPL Rotary Mower H Not discontinued 66 38cm cutting width EGPLMOW4 Wimbledon Electric Mower H Not discontinued 14 5 blade steel cutting cylinder The Stock function can now show between one and six lines of the product specification as an additional column within the results The number of lines shown can be configured by a system parameter Supervisor Functions gt Amend Company Parameters gt Maintain Stock Ledger Parameters Page 49 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features File Help Search Details Search tet MOWER Search Results 6 matches Stock Stock Match Type Match Text eres Description Specification 2 lines aia Stock Description Mower EGPLMOW1 EGPL Electric Mower Our lowest price mower ideal 89 12 plastic blades for the small
13. History TOOLSRUS Tools R Us Wednesday Thursday Friday Saturday Sunday A Ceas Reference Start Date Time Description Payment Due 15780 01 10 2014 00 00 Customer Reference W7480 Value GBP173 Due 10158 02 10 2014 00 00 Customer Reference MOWERS Payment Due 16058 04 10 2014 00 00 Customer Reference E4759 Value GBP300 9 Sales Order kemis Due 10157 10 10 2014 00 00 Customer Reference 645 Call Undeferral 4 13 10 2014 00 00 Discussion on new EGPL products Sales Order tem s Due 10157 15 10 2014 00 00 Customer Reference 645 Sales Invoice Payment Due 16215 15 10 2014 00 00 Customer Reference 04620 Value GBP578 5 Sales Invoice Payment Due 16291 15 10 2014 00 00 Customer Reference B9725 Value GBP1780 Undeferral 2 03 11 2014 00 00 Faulty Chainsaw Undeferral 3 28 11 2014 00 00 Special Christmas Promotion Payment Due 13 01 2015 00 00 Customer Reference 2465 Value GBP27 26 Payment Due 13 01 2015 00 00 Customer Reference 3TYRTRY Value GBP 1 Edt Print Preview Send Lin it A 32 axis diplomat 2014 DPA estserver ab 1 Customer Enquiry s new Calendar showing the split Calendar View List View Page 17 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Calendar Monday Tuesday Wednesday Thursday Friday Saturday Sunday Week 1 40 1 2 3 4 5 Quotation Du Week 2 41 6 7 8 9 10 11 12 Sales Order tt Week 3 42 13 14 15 16 17 18 19 Sales Ord
14. Running lt iii A Fewer details isd Open Services Page 78 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section M Upgrade Options and Pricing 1 Upgrade Pricing Upgrade from Product olomat2010 axis diplomat2012 axis diplomat 2014 Express Client 345 axis diplomat 2014 Small Business Edition Client 645 2 Transition Pricing axis diplomat 2014 Express axis diplomat 2014 SBE 345 axis diplomat 2014 Small Business Edition Client 3 Software Assurance Pricing Product Per Client Per Month axis diplomat 2014 Express 15 00 axis diplomat 2014 Small Business Edition 25 00 Note Software Assurance must be taken out at the time of upgrading to axis diplomat 2014 or at the time a new axis diplomat 2014 system is supplied 4 Additional Services Time Unit Based Implementation Services Time Unit Based Remote Upgrade Assistance 8x15 minutes Monthly Subscription to Online Dashboards up to five users Monthly Subscription to Online Dashboards per additional user Time Unit Based Remote Upgrade Assistance provides for online remote upgrade of an axis diplomat system to axis diplomat 2014 It is not intended as a substitute for training onsite training is strongly recommended for all upgrades to axis diplomat 2014 in order to maximize the return on investment Page 79 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 20
15. allows a new Quotation to be created based on that Sales Order iv Date Completed x vi When the filters of a Sales Order tab are set to include completed orders an additional column will now indicate the date that each order was completed In addition you can also filter orders to just those completed in the last n days Sales Order Notes xO A tab option has been added to allow up to 12 lines of sales order notes to be shown Changing Sales Order Priority A right click option has been added to allow the Sales Order Priority to be changed Page 27 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features vil New Filter Options xO e A filter has been added to provide filtering by Sales Group e A filter has been added for order remarks present or not present e A filter has been added to special instructions present or not present e A filter has been added to document notes present or not present oy Sales Order Monitor File Help Delivery Addresses Sales Orders Stock items It Sales Order Customer Customer Custon Exceeded Terms Exceeded Account Name ewe x fa Credit terms exceeded 3422 Mann amp Insufficient Customer Maintain Filters Customer Sales Order Available Filters Available Items Current Selection Name On Hold Order Date Required Delivery Date Order Origin Payment Method Order Value Outstanding Valu
16. garden Stock Description Mower EGPLMOW2 EGPL Electric Mower A superb domestic mower ideal 7o 12 metal blades for small and medium sized Stock Description Mower EGPLMOW3 EGPL Rotary Mower This professional grade mower 66 38cm cutting width is designed for the jobbing The Stock function configured to show just the first two lines of the Product Specification The scrolling data list of results produced by the Stock function now includes subject to user permissions the trade and retail prices both VAT inclusive and VAT exclusive This now provides very fast access to basic pricing information on products and is particularly useful in a trade counter environment for example where a customer is enquiring on the price of various options that may be available File Help Search Details Search text MOWER Search Results 6 matches Retail Price Trade Price Retail Price Trade Price a Description Free Stock Reference inc VAT inc VAT ex VAT ex VAT EGPLMOW1 EGPL Electric Mower 71 44 53 58 59 53 4465 99 12 plastic blades EGPLMOW2 EGPL Electric Mower 91 86 68 89 76 55 57 41 85 12 metal blades EGPLMOW3 EGPL Rotary Mower 132 72 99 54 110 60 82 95 117 38cm cutting width EGPLMOW4 Wimbledon Electric Mower 204 20 163 37 170 17 136 14 176 5 blade steel cutting cylinder This example shows how the Stock function can be used for a quick and easy overview of the selling prices of the various mowers being so
17. use faster and more conveniently 6 Date Sensitive Pricing see page 47 Record future price updates now so you don t need to remember to run stock updates at just the right moment 7 Disaster Recovery see page 75 We hope you never need to take advantage of this feature but if a disaster such as fire or flood does strike it s at least good to know that your data loss will be kept to a minimum Page 6 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 8 GRNI Goods Received Not Invoiced Monitor see page 44 This all new Monitor provides ready access to all of the management information that you need to identify not only Goods Received Not Invoiced but also Goods Invoiced Not Received 9 User Profile Enhancements see page 13 Now when you publish new group or system wide monitors they automatically publish the configuration of the scrolling data lists so you can be sure that everyone looking at that monitor is seeing exactly the same information 10 Sales and Purchase Invoice Attachments see pages 23 and 43 These developments further reduce the need to go to a filing cabinet for information and offer one more step on the road to the paperless office Everyone s favourite new features will of course vary as every business is different so you are strongly urged to review all of the new features listed in this document as you are sure to find some further gems that are not i
18. 00 Customer Reference 3TYRTRY Value GBP A right click on a Sales Invoice that is due for payment allows drill down to the invoice enquiry or to any existing part payment allocations via the Allocation Enquiry 6 7 8 9 10 11 12 Sales Order tt 13 14 15 16 17 18 19 Call Undeferr Sales Order tt 20 21 22 23 24 25 26 Simply hovering over an event in the Calendar View shows more information on that event ii Custom Categories xO Within the Customers function the scrolling data list of search results now includes columns for each of the Custom Categories that you have defined File Help Search Details Search text TOOL Search Results 32 matches Customer Number Customer Name 01 3156 01 3237 01 3358 01 3418 01 3451 01 3454 Silver Tools Limited Unit 81d Quick Tools Inc Unit 51 Skye Tools Co Unit 27i Portable Tools Limited Unit 1 Skye Tools Co Unit 34h Hi Tech Tools com Unit 27 CE OP Ao aie Lead Source Size Geographic Area Group Description Order Source Description Mail Order Alan Local Advert Large North West Garden Centres Charles Website Large Wales DIY Stores Beth Cold Call Medium Midlands DIY Stores Eric Local Advert Small South East Mail Order Charles Cold Call Large North East Garden Centres Charles Yellow Pages Large Wales This example shows a system with additional Custom Categories defined for the Lead Source Size and Geograp
19. 02 10 A Customer Enquiry showing that an item is now in danger of being sold below cost xO A new tab has also been added to show Outstanding Order Items listing v Outstanding Order Items outstanding sales orders line by line This is particularly useful for example when a customer is querying an order but does not know their order number only the item that they ordered Page 20 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features File Help General Details Custom Categories Contacts Delivery Details Customer Notes Branches Account Details Pricing eBusiness EDI D Outstanding Order tems Customer Details Outstanding Order Items Order Customer Order Stock Description Ordered Delivered Outstanding Unit Number OrderNumber Date Reference Quantity Quantity Quantity Price _ 9693 V7920 20 08 14 GOLDFORK03 GoldTools Chrome Plated 4 0 4 21 23 Light Fork Steel Shaft 9693 V7920 20 08 14 BOOK013 Fruit Trees Made Easy 2 0 2 5 45 9693 7920 20 08 14 GOLDFORKO1 GoldTools Chrome Plated 5 0 5 25 49 Standard Fork Steel Shaft 9693 7920 20 08 14 ACMESETO1 Acme Standard Hand Tool Set 4 0 4 19 12 trowel fork potting trowel 9693 7920 20 08 14 ACMEFORKO1 Acme Standard Fork 4 0 4 11 30 9693 7920 20 08 14 EGPLMOW4 Wimbledon Electric Mower 5 0 5 139 12 5 blade steel cutting cylinder 9693 7920 20 08 14 GOLDFORKO2 GoldTools Chrome Plated 1 0 1 21 23 Standard Fork Wood Shaft vi Branch Accounts x
20. 14 New Features Software Assurance Upgrades A number of the new developments within axis diplomat 2014 described above have already been released to those customers with Software Assurance x This icon in the sections above indicates a development that has already been released to Software Assurance customers Software Assurance customers will be entitled to software licence upgrades to the full release of axis diplomat 2014 at no additional charge Software Assurance customers will need to purchase training to ensure that they maximise the benefits that they are able to realise from the use of the new release Please note that in order to allow our Software Assurance customers to manage their upgrade timing we do not automatically send out upgrades to those customers To request your upgrade to axis diplomat 2014 please go to our web site at http www axisfirst co uk software assurance and click on the link to request your upgrade Page 80 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section N Supported Environments For the latest information on axis diplomat 2014 s supported environments including additional information such as approved Thin Client software and Microsoft Office versions please visit our website at http www axisfirst co uk software axisdiplomat platforms 1 Dot Matrix Printers We are giving advanced notice that axis diplomat 2014 will be the last major versio
21. 22 20 10 02 14 10 02 14 lain Depot 217 23120 70 9 01 1 09 01 14 Pi Main Depot 212 6379 70 11 12 1 11 12 lain Depot 209 26661 60 6 12 1 06 12 1 Main Depot 205 20598 35 7 11 1 07 11 lain Depot 202 13892 15 7 10 7 10 1 Pi Main Depot 44444 an nn 4 4 f ee oe The list of Purchase Orders has also been modified to show closed completed Purchase Orders in grey and overdue Purchase Orders in red The number of days overdue shown as a negative value in the Due days column The Purchase Order list now also shows additional columns for e approved status e sent exported status e printed status e acknowledged e cost centre e created by e created date e last amended by e last amended date Page 40 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features v Outstanding Order Items from Supplier Enquiry xO A new tab has been added to Supplier Enquiry showing outstanding purchase order lines from across all purchase orders From this list it is possible to drill down into a Purchase Order Enquiry or to amend the Purchase Order again subject to the user s security permissions File Help General Details Account Details Contacts Payment Details if Supplier Price List Ordering Details l Transactions Transaction Histor Purchase Orders Outstanding Order Items Graphs ai Supplier Notes Attachments Traceability Call History Events Supplier De
22. 64 10 2734 55 Secret Logistics Limited 9897 3496 72 2695 94 Here for example we can see that we can ship over 3 000 worth of the order for Mann amp Sons so we could take the view that it was worth incurring the additional delivery cost incurred by splitting the order Page 26 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Copy to Quotation Context Menu Options xO Lists of both Sales Orders and Quotations now provide right click context menu options to copy either an existing Sales Order or a Quotation to a new Quotation This applies to both enquiry functions such as the Sales Order tab within Customer Enquiry and to monitor functions such as the Sales Desk Monitor File Help General Details Custom Categories Contacts Delivery Details Customer Quotations Sales Orders Outstanding Order Items Customer Details Account 01 3005 TOOLSRUS Tools R Us Sales Orders Docume Priority Customer Saiki _ Reference _ Reference B YP _ 9355 LEONAN AL f tas Order Sai 7 Enter Sales Order z Order Source Amend Sales Order LSC Copy Sales Order be Order 8254 Copy to Quotation La Order 7833 Reschedule Sales Order es Order 4 Sales Order Enquiry bs Order Print Order Acknowledgement Amend Status Code E si Find ie Print Preview he Order A right click on a Sales Order within the Sales Orders tab of Customer Enquiry
23. Description Acme Standard Fork il Price Unit price 575 Speoty stat date V 01 01 2015 E Stattime End time Specify end date _ Frid ti Comment Here we are using Date Sensitive Pricing to record the fact that this customer s pricing for this product changes on the Ist December and again on the Ist January Page 16 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 2 Customer Enquiry Enhancements i Calendar A new tab within Customer Enquiry is now available to highlight forth coming calendar events for the customer Calendar events include dates when e Sales Invoices are due for payment e Quotations become due e Deferred calls become active e Campaign calls are due for the next contact e Service Contracts reach their anniversary for systems with the Service Contract Management module e Scheduled Deliveries are due to be made for systems with the new Scheduled Deliveries module e Sales Order Lines are due for delivery for sales order lines that are not part of a scheduled delivery File Help General Details Custom Categones Contacts Delivery Details J Customer Notes ni Branches Account Details Pricing I eBusiness EDI Document Options Customer Stock Pnoes Attachments Traceability Call History ji Events i Graphs Ste Detais GF Max Calendar Aud Trai Sales Orders Outstanding Order items Statement Transaction History ltem
24. Document Reference this for example brings all of the credit notes for 11 a given date together Suspected Duplicate Address Report kO The Suspected Duplicate Address Report is designed to identify potential duplicated customer accounts and has now been extended to allow inclusion exclusion of live closed and prospect accounts In particular this allows you by closing duplicated accounts to avoid known duplicates being reported Page 29 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 12 13 Amend Contact Details A new Supervisor Function Supervisor Functions gt Sales Ledger gt Sales Ledger Utility Functions has been added to block amend the contact details This allows selections of your customer account contacts Salutation Type to be toggled between formal and informal addressing A formal salutation is typically Dear title surname e g Dear Mr Smith whilst an informal salutation would be Dear first name e g Dear John For customers with the optional eProcurement module this function can also be used to amend a range of contacts to indicate whether those customers are able to access account information such as statements online Deliveries xO i Delivery Enquiry For systems with the additional Despatch amp Delivery Management module it is now possible to drill down into an all new Delivery Enquiry function showing overall details abo
25. File Start Tools View Help Home Sales Purchasing Manufacturing Accounts Reporting l PAtLGO t xor 2 EA Q tema Checkpoint Backups Home Up Users Search Supervisor Favourites Record Play Documents Dashboard Monitors Help Documentation Quick launch Company Group DPA EGPL Limited v Favourites dp axis diplomat E Customers axis diplomat Help Suppliers Stock Calls iC Sales Desk Monitor C Credit Control Monitor iC sales Order Monitor IC Purchase Order Monitor CWorks Order Monitor E Sales Business Intelligence Purchase Business Intelligence Nominal Business Intelligence Cc Nominal Profit and Loss Monitor Gg Nominal Balance Sheet Monitor IC Stock Control Monitor Data Security Facilities dp Accounting System Accounting System Help dp Business Intelligence Demo Sales Ledger Purchase Ledger Nominal Ledger Cash Book Stock Ledger Bill of Materials Material Requirements Planning Sales Order Processing Purchase Order Processing Data Import Export Facilities Supervisor Functions Kernel Functions dp Business Intelligence Beta A Favourites Fi Sales F Purchasing if Manufacturing E Web Site My Dashboard C My Monitors Maintain Printing Defaults Kernel Supervisor Functions it A 32 ais diplomat 2014 DPA ttestserver ab 1 Nominal Ledger The traditional axis diplomat tool
26. Ledger Enquiries Delete Item Customers Rename Item EQ Customer Enquiry Locate Item EQ Customer Sales Enquiry EQ i i Pin to Toolbar ER Sales Invoice Enquiry New Group EQ Sales Credit Note Enquiry EQ Cust Stock Enqui Move Group Up Customer Stock Enquiry EQ Stock Sales Enqui Move Group Down E Stock Sales Enquiry Sales Business Intelligence Delete Group IC Sales Desk Monitor a Favourites Rename Group a IC Credit Control Monitor Hel Ri Sales a 8 Sales Ledger Histograms F p na E 7 o Invoice amp Credit Note Production urchasin 3 Sales Ledger Label Printing if Manufacturing Customers or Debtors Mailshot Customer Relationship Management E Web Site 2 J Purchase Ledaer Tt A 32 axis diplomat 2014 DPA estserver ab 1 Nominal Ledger Page 12 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Colour Coded Modules To help identify particular functions more quickly in your custom toolbars as well as within the traditional Favourites and Menu areas of the scheduler we have colour coded the icons within each area of the system dp axis diplomat axis diplomat Help b Data Security Facilities 4 dp Accounting System Accounting System Help Sales Ledger Purchase Ledger Nominal Ledger Cash Book Stock Ledger Bill of Materials Material Requirements Planning wil sii Sales Order Processing Purchase Order Processing Data Imp
27. Ltd axis di lomat 2014 New Features 15 16 O For users of the Warehouse Handheld Order Picking module a new monitor tab can now Picks Monitor be added to your existing monitors or a new monitor created showing Picking activity This can be useful for a range of applications such as looking for efficiencies within the picking process or looking at the activities of particular pickers File Help Delivery Addresses Sales Orders Stock tems Recently Completed Orders Picking PickedBy PickedOn Reference Description Picked Quantity Pm DocRef Name Sue Orange 29 09 2014 EGPLSTRM1 EGPL Electric Trimmer 1 1 FFO6 10077 B Dickens Wholesale Co 30cm Cut 340w motor Sue Orange 29 09 2014 EGPLSHR1 EGPL Electric Shredder 7 7 FFO5 10077 B Dickens Wholesale Co 1800w Induction Motor Sue Orange 29 09 2014 EGPLPTKA1 EGPL Power Tool Kit 6 6 EFO6 10077 B Dickens Wholesale Co Accessory Pack Sue Orange 29 09 2014 EGPLPTKO2 EGPL Power Tool Kit 2 5 5 EF 10077 B Dickens Wholesale Co Sue Orange 29 09 2014 EGPLMOW4 Wimbledon Electric Mower 12 12 DER 10077 B Dickens Wholesale Co 5 blade steel cutting cylinder Sue Orange 29 09 2014 EGPLMOW1 EGPL Electric Mower 12 12 DE14 10077 B Dickens Wholesale Co 12 plastic blades Sue Orange 29 09 2014 EGPLCS3 EGPL Electric Chainsaw 3 9 BC14 10077 B Dickens Wholesale Co 240v 30cm bar Sue Orange 29 09 2014 EGPLCS2 EGPL Electric Ch
28. O The Branches tab within Customer Enquiry now shows the Account Short Name as well as the Account Number Tabs with options to include Branch information such as the Contact tab now offer this option when viewing a branch account previously this option was limited to when viewing a Head Office account only Credit Rating xO Customer accounts can now hold credit rating information Three new fields indicating the Long Term credit rating Short Term credit rating and the date that this information was last updated can be found on the Account Details tab The recording and display of this information is controlled by a Sales Ledger parameter Additional credit rating information active This is found on the Customer Maintenance tab of Maintain Sales Ledger Parameters File Help Outstanding Order tems General Details Custom Categories Contacts Delivery Details Customer N Customer Details Account 01 3005 TOOLSRUS Tools R Us Account Details Account classification Standard UK Customer Company registration number 2370905 VAT registration number GB 515 8599 Check Export Details CL COUNTY Lode Account Operation Short term credit rating Long term credit rating Credit rating last updated 240914 Page 21 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 4 Company Registration Number xO We now provide the ability to record a customer s Company Registration N
29. O0 i Ox antes Buying reference Description GoldTools Chrome Plated Standard Fork Steel Shaft Specification Gold s Professional Grade r Fork Guaranteed for life Location On Order Main Depot 2 0 Greenton 0 Littletown 0 0 Quarantine Quantity Pricing Unit price 2549 Retail Per EACH ltem discount Customer discount Customer discount Net value 21 67 Margin GBP 6 L Ovenide VAT code iv Amendment of Deliver To Invoice To Addresses xO When entering or amending sales documents sales orders quotations invoices credit notes etc it is now possible to amend an address that has been pre populated either by selecting a customer account or from a pre defined address on the account Previously it would be necessary to re enter the address completely if there was a slight difference for example when you are sending to a different department within the same building as the usual delivery address Page 24 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Releasing and Setting Despatch Quantities by x OO Delivery Method The function to release orders and on systems with the Despatch Quantity Recording option the functions to set and to clear despatch quantities by batch along with the despatch quantities report have all been modified to allow selection by Delivery Method This will assist anyone looking to process their orders i
30. S Ltd axis diplomat 2014 New Features Sales Invoice Attachments xO It is now possible to attach external files to sales invoices This can be useful in a variety of applications such as for example when dealing with finance companies and there is additional correspondence relating to an invoice rather than the originating sales order Attachments may be inserted manually by drag and drop cut and paste or by using the Insert button on the Attachments tab or automatically from a suitable scanning solution For more information on scanning options please see Document Scanning into axis diplomat on the axisfirst website at http www axisfirst co uk technology scanning Sales Order Maintenance Enhancements i Supplier Stock Reference Selection in Sales xO Order Maintenance When adding items to a sales order you can now select items by searching on supplier s stock references This is ideal if you have customers calling and quoting your supplier s references rather than your own for example if this happens to be a manufacturers part number or a part number shown on parts diagrams within a user manual By creating a dummy supplier account for a competitor this would also handle situations where your customers may be quoting a competitors part number from their catalogue for example ii Restrict Sales to Price List x A new option has been added to Customer Accounts accessed via the Document Options tab to res
31. ainsaw 2 2 BC13 10077 B Dickens Wholesale Co 240v 35cm bar Sue Orange 29 09 2014 EGPLCS1 EGPL Petrol Chainsaw 5 5 BEI 10077 B Dickens Wholesale Co 33cc 16 bar A Sales Order Monitor with an additional tab added to show recent Picking activity E eg Sales Order Monitor File Help Delivery Addresses Sales Orders Stock tems Recently Completed Orders Picking ntity Target icked Quantity 1 1 Pick Record Stock Available Filters Name Stock Location Picked By Picked On Sue Orange i Filter options allow the Pick Monitor to be filtered by Stock Location by specific Pickers or by Date items shown can also be filtered to specific product ranges 4 Available on systems with Despatch amp Delivery Management this report can be run for Order Release by User Report a range of release dates and shows for each operator the number of orders order lines and total order item quantities released Page 33 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 17 Scheduled Deliveries cia The new Scheduled Deliveries module allows you to group sales order lines from a number of separate sales orders into a single delivery scheduled for a specific date Having created a scheduled delivery you can Print a Picking Note by Delivery Reference Print a Delivery Note by Delivery Reference e Pick by Delivery Refere
32. ainst each stock item as well as the flag to indicate whether the department and or cost centre should be forced to override the overall department cost centre on an order Page 56 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 13 14 15 Serial Numbering on Documents Further control over the printing of serial numbers on Sales Invoices Delivery Notes from Invoice and Delivery Notes from Goods on Account has now been introduced For each of these documents system parameters now exist to indicate whether serial numbers should be listed and if they are whether they are to be consolidated When consolidating serial numbers they are changed from a list one per line to a comma separated list potentially reducing the number of lines on the document particularly when serial numbers are short Location Bin Barcode Label Printing A new function Print Location Bin Labels is now available on systems with the Multi Location Multi Bin module to allow them to print barcoded bin labels As with the Location Details Enquiry this offers access to the facilities for users without access to the Supervisor Functions menu Sales Group in Works Order Monitor xO For those using the Compact MRP module the Works Order Monitor has been extended to also show the Sales Group for each item being manufactured In conjunction with the standard sorting and filtering capabilities found on any scrolling da
33. ales Ledger Reports Purchase Business Intelligence E Sales Ledger Enquiries Nominal Business Intelligence i Nominal Profit and Loss Monitor i Nominal Balance Sheet Monitor Customers EQ Customer Enquiry IC Stock Control Monitor EQ Customer Sales Enquiry PA as r a Used in this way custom toolbars provide the user with a second area on screen in addition to the left hand Favourites list where they can position commonly use functions within quick and easy reach Custom toolbars are Favourites Groups that have been pinned The operator simply creates a new Favourites folder in the usual way and a right click option allows it to be pinned as a custom toolbar dp File Start Tools View Help Home Sales Purchasing Manufacturing Accounts Reporting a iF EC Ff F Customers Sales Desk Monitor Credit Control Monitor Sales Order Monitor Gap Analysis PrintInvoices Print Credit Notes Guka OO o omy Gu DPA GPL umed v Sales dp axis diplomat Customers axis diplomat Help iC Sales Desk Monitor Data Security Facilities iC Credit Control Monitor dp Accounting System ore Accounting System Help fo Bins hwoites dp Business Intelligence Demo io Print Credit Notes Sales Ledger EQ Invoice Enquiry Customer Account Maintenance ES Credit Note Enqui Open Item Sales Transaction Booking E Sales Business Inti Mowe ters Up Sales Ledger Reports Move item Down Sales
34. any situations this can be used instead of a traditional Purchase Daybook Report but can of course be sorted filtered customised searched and exported File Help Delivery Addresses I Purchase Orders Stock Items Purchase Transactions Supplier Supplier Document Document _ Transaction Amount Account 8005 8004 Name _ Books T Us GoldTools Limited Acme Garden Tools Limited Acme Garden Tools Limited GoldTools Limited Books T Us Books T Us GoldTools Limited Acme Garden Tools Limited Acme Garden Tools Limited GoldTools Limited Reference AB AB AB 23532164 236463279 23765431 AB AB AB 23876451 23965416 Date _ 19 05 14 19 05 14 19 05 14 09 06 14 09 06 14 09 06 14 13 06 14 13 06 14 13 06 14 09 07 14 09 07 14 Type PAYMENT PAYMENT PAYMENT INVOICE INVOICE INVOICE PAYMENT PAYMENT PAYMENT INVOICE INVOICE 5030 40DR 37487 82DR 208168 20DR 227611 92 41499 60 6632 40 6632 40DR 49799 52DR 270665 70DR 181316 82 32145 65 V A T T 0 00 0 00 0 00 43053 78 8299 92 0 00 0 00 0 00 0 00 34875 27 6429 13 5030 40a 37487 8 208168 2 27066 49799 6632 40 6632 40 49799 5 270665 7 21619 38574 Here we can see a Purchase Transactions tab added to a Purchase Order Monitor Alphabetic Purchase Ledger Report xO The Alphabetic Purchase Ledger Report has been modified to allow the transactions to be listed in transaction d
35. at http www axisfirst co uk software assurance and will also feature in newsletter emails from time to time Windows 8 Compatible axis diplomat 2014 has been tested as Microsoft Windows 8 Compatible Page 5 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features The following list highlights our Top Ten Favourite New Features of axis diplomat 2014 1 Backup with no downtime VSS Support see page 72 Instigate a full backup whilst everyone is still using the system and that backup happens in the background allowing you to carry on with what you really need to do rather than waiting for the backup to complete 2 Multi User Period Ends see page 14 You no longer need to ask everyone to exit from the axis diplomat system in order to run your Sales Purchase or Nominal Period End 3 Customer Calendar see page 17 You can now see a simple visual overview of forth coming events for a customer including sales orders and quotations becoming due and deferred calls becoming active 4 Image Management see page 48 All new Image Management for stock and where the appropriate additional modules are in use eBusiness Groups Stock Lines and Equipment Compatibility allows you to have multiple images in a multitude of different sizes and on different axis vMerchant websites 5 New Scheduler Favourites Toolbar see page 11 Greater customisation to allow you to get to the functions that you regularly
36. ate sequence within each supplier Supplier Price List Search in Purchase Requirements xO Users with the optional Purchase Requirements add on to Purchase Order Processing can now add additional items to the requirements list by searching using the Supplier s Stock Reference Automatic Payments xO When reviewing a list of suppliers with the Automatic Payments function you are now also shown the Current Balance and Credit Limit Additionally the credit limit is also shown when viewing a particular transaction Page 42 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Purchase Invoice Attachments It is now possible to add Purchase Invoice Attachments at the time of entering the invoice either through the Purchase Ledger or via Purchase Order Processing By allowing this to be done as part of the initial document entry process rather than needing to go back into the invoice once filed this both speeds up the process and helps reduce errors File Help Document Details Attachments Attachments Filename File Type Winvoice 546123 pdf Adobe Acrobat Document A PDF copy of a supplier s invoice attached as part of the Purchase Order Invoice Booking process Invoice Enquiry General Details tems Attachments Notes Invoice details Supplier Details Invoice number 546123 Supplier GOLDTOOLS Invoice date 210914 Attachments Fil
37. ave been extended to firstly indicate that a copy of their insurance has been received that can be attached using the Attachments tab along with the expiry date Hire maintenance functions have been enhanced to warn if trying to hire an item in a relevant Hire Category and the customer in question does not have insurance has insurance but it has expired or has insurance that is about to expire The Alphabetic and Numeric Customer Lists have been modified to allow reporting of only customers whose insurance falls within certain parameters A new Hire Report has also been added specifically help identify those items currently on hire to customers whose insurance is due to expire in the near future Page 68 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features section K Service Contract Management 1 Minimum contract term and notice periods axis diplomat 2014 allows you to protect against user s inadvertently allowing service contracts to be cancelled before their minimum term has expired or without the minimum notice period being given Maintain Service Contract Types Service Contract Type Notes Service Contract Type Attachments Contract Type Specfication a pentoonsiaion P fora tens SLA rs intemal resolution SLA mins 0 Minimum term months 12 Enter the minimum term in months for this service contract Temination notice period days 90 type Status
38. bar icons are now on the Home toolbar whilst additional toolbars are user configurable File Start Tools Home Sales View Help Purchasing Manufacturing Accounts Reporting Checkpoint Backups a k Search Supervisor Favourites Record Play Home Up ukan SSSSSSSS di Comper Gum DPA EGP tec This user has created toolbars for Sales Purchase Manufacturing and Accounts Reporting Page 11 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Selecting the Sales Toolbar gives the user a list of the functions that they have decided to add to that toolbar File Start Tools View Help Home Sales Purchasing Manufacturing Accounts Reporting C po pO pO RQR R 2 Customers Sales Desk Monitor Credit Control Monitor Sales Order Monitor Gap Analysis Print Invoices Print Credit Notes Invoice Enquiry Credit Note Enquiry Sales Business Intelligence Quckiouch OOOO OO Compan Gu DPA GPL Urte v Favourites dp axis diplomat Customers axis diplomat Help Suppliers Data Security Facilities z Stock dp Accounting System 5 a Accounting System Help C Sales Desk Monitor i i Credit Control Monitor dp Business Intelligence Demo iC Sales Order Monitor Sales Ledger C Purchase Order Monitor E Customer Account Maintenance IC Works Order Monitor Sales Transaction Booking Sales Business Intelligence S
39. chase nominal a c 21 Purchases R Product bin numbe OOUUUS A UE oaks Re saleable item Non etumable item Date created 011211 Discontinued item Withhold from despatch casonerasenunbas Catalogue page number s PW tem Country of Origin CoO Unspecified v Available for direct delivery W Decimal places on quantity lo Default delivery to customer Support for Catalogue Page Numbers in Vow and Spicers Imports The main wholesaler import functions will now indentify the page numbers from the product files and store this information in the new Catalogue Page Number field see page 53 New Price Feed Options Two new price feed options have been added i Stock In The Channel ii DMC To see that latest range of suppliers that Price Feeds and Electronic Ordering options are available for please visit our website at http www axisfirst co uk software eos edi Page 65 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section Payroll 1 Employee Maintenance xO The Employee Maintenance function has been extended to allow it to be resized to take full advantage of higher resolution screens The qualifications list has been extended to show additional information on each qualification avoiding the need to drill down into the individual qualification and to highlight expired qualifications in red A4 Plain Paper Payslips xO Support has now been added for
40. cts Payment Details Supplier Price List Ordering Details Transactions Transaction History item History iii Supplier Price List xO The Supplier Price List tab within Supplier Enquiry has been extended to include a column indicating whether each stock item has been discontinued This allows the list to be easily filtered or exported to spreadsheet for maintenance iv Purchase Order tab Enhancements x It is now possible to add new purchase orders and to amend existing purchase orders from within Supplier Enquiry subject to appropriate security permissions This can be done by either using the Enter Amend buttons at the bottom of the screen or via a right click on a Purchase Order within the list Page 39 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features File Help General Details Account Details Contacts Payment Details Supplier Price List Orderin Purchase Orders e T a Attachments Supplier Details te Purchase Orders Order Number Net Order Value Order Date Due Date Approved Location 249 6767438 4 19 14 04 09 14 _ Main Depot 246 Enter Purchase Order 12 08 14 Main Depot 243 Purchase Order Enquiry 17 03 14 4 Main Depot 233 Print Order 07 07 14 lain Depot 236 Print Goods Received Notes 05 06 14 lain Depot 234 12 05 14 lain Depot 231 e 07 05 14 J tain Depot 97 Print Preview 04 04 14 lain Depot 224 Export d 06 03 14 g Main Depot 221 231
41. d the first time that the function is run ona given day Page 38 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section E Purchase Ledger amp Purchase Order Processing 1 Supplier Enquiry Enhancements i More Informative Search Results xO The Suppliers function has been modified to show the Account Opened date default department and default cost centre within the search results File Help Search Details Search text G Search Results 5 matches Supplier Supplier Name Supplier o Department Department Last Posted Account Opened Number Group Description Code Description Transaction Date 01 8004 GoldTools Limited Stock Suppliers 0 General 16 07 14 31 08 02 Unit 1 01 8014 Global PR Services 1 Marketing 24 09 14 29 High Street 01 8003 Acme Garden Tools Limited Stock Suppliers 0 General 16 07 14 31 08 02 Unit 9 01 8009 Countyshire Electric amp Gas Miscellaneous 3 Admin 14 08 11 28 02 11 Power House 01 8007 Property Management Ltd Miscellaneous 3 Admin 01 08 11 28 02 11 The Old Manse ii Supplier Enquiry Function Title xO Supplier Enquiry has had the same modification as Customer Enquiry on the Sales Ledger to change the function title to include the name of the supplier in context File Help Purchase Orders Outstanding Order Items Graphs Supplier Notes Attachments Traceability Call History Events Audit Trail General Details Account Details Conta
42. directly into your axis diplomat system in the same way as orders will be imported directly from your axis vMerchant website Depending on volumes importing sales orders alone can provide both a significant time saving and reduce errors caused by re keying data Both modules however are also capable of notifying the respective marketplace when order shipments occur Additionally the Amazon Interface module which communicates with Amazon s SellerCentral via MWS Marketplace Web Services is also able to upload the latest stock availability figures Page 37 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section D CRM Send Emailshot and Send Emailshot by Campaign x These functions have been modified to allow a maximum number of retries to be configured for each email being sent Call Template Substitutions xO Call Templates can now include an additional substitution for the customer s postcode Postcode Call Templates allow you to create standard Microsoft Word documents as attachments to calls Registered users of the website can read More Information on Call Templates within the online documentation section Real Time Gap Analysis amp Best Sellers Enquiry xO Gap Analysis and the Best Sellers Enquiry have been re engineered to use real time data This mean you can run analyses that include today s data and also means that you do not have to wait for the tables to be compile
43. e Remarks Present Special Instructions Notes Present Order Priority Earliest Item Due Date Product Groups Sales Groups Stock Availability Batch Number Release Mode Release Status lt Sales Order Monitor being filtered to just show Sales Orders with Urgent Notes 9 Quotation Items Monitor It is now also possible to add a monitor tab listing individual items from outstanding quotations File Help Customers Quotations Sales Orders Calls Campaign Calls Call Events Daybook Quoted Items Customer Customer Quote Stock Stock Stock Location Location Location fa Account Name Number Reference Description Value Location On Hand Free Stock On Order_ 4 3284 Secret Intemational Co 3300 HOSE002 Budget Hose 2000 00 0 Main Depot 182 0 0 Ja 40m x 1 25cm green 3233 Budget Planet Inc 3302 EGPLCS2 EGPL Hectric Chainsaw 77220 0 Main Depot 226 0 E 240v 35cm bar 3371 Glen Distribution Partners 3299 GOLDFORK0I GoldTools Chrome Plated 203 92 0 Main Depot 235 0 0 2 Standard Fork Stee Shaft 3371 Glen Distribution Partners 3299 GOLDFORKO2 GoldTools Chrome Plated 169 84 0 Main Depot 268 0 0 2 Standard Fork Wood Shaft 3371 Glen Distribution Partners 3299 ACMEFORKO1 Acme Standard Fork 102 08 0 Main Depot 252 0 0 This shows a Sales Desk Monitor with a tab added for Quotation Items sorted to sho
44. eans that you don t need to update your stock pricing at precisely the moment the new pricing comes into effect Stock GOLDFORKO1 o x File Help Transactions Stock Notes Attributes Histo Attachments Customer Pricing Issue History Graph eBusiness Details Links Optional Extras Audit Trail Data Sheet General Details Issue History Pricing and Costing Stock Reference Alt reference GOLDFORKO1 Retail Prices Stock Stock reference GOLDFORKO1 reference GOLDFORKO1 GoldTools Chrome Plated 29 00 01 12 2014 00 00 00 New Price Pricing Standard Fork Steel Shaft Sales group GOLDFORKO1 GoldTools Chrome Plated 27 50 01 01 2015 00 00 00 01 02 2015 00 00 00 January Sale m Standard Fork Steel Shaft Retail Prices Description Unit price Start date time End date time Comment Commissionable item Value added tax Quantity on invoice Print v Stock ltem Details Price per Stock reference GOLDFORKO1 Sell in multiples of sales per Description GoldTools Chrome Plated i im Standard Fork Steel Shaft Retail price BE Trade price Price Unit price 27 50 Default price sey ante Allow price amendment v 01701 2015 E Start time Specifyenddate V 91 02 2015 v Endtime January Sale Options it eH EX 32 ai 2014 Date Sensitive Pricing can be accessed wherever the calendar icon appears next to a price whilst functions such as Sales Order Entry will automatically use the correct p
45. eb synchronisation Include Monday v include Tuesday W Include Wednesday Include Thursday W Include Friday w Include Saturday _ Run Between Start time End time Orders on Hold Threshold It is now possible to define a threshold and for any eBusiness orders above that threshold to be automatically placed on hold This is ideal for example if you wish to apply some form of manual security check to unusually large orders being placed on your website s Page 61 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features axis vMerchant Image Publishing Performance xO The Publish Site and Publish All Sites functions have in the past used FTP to upload images such as stock and eBusiness Group images Images files are relatively small and it takes as long to determine whether the online image is older than the current one as it does to re upload a new copy For this reason the publish routines always uploaded all of the images regardless of whether they have changed and need to be uploaded simply because it was quicker than trying to determine which ones have changed The image uploading mechanism has now been completely re worked to use an alternative technology to upload images into the SQL Server on the axis vMerchant website This technology called Binary Large OBjectS or BLOBS is faster than using FTP but the significant benefit comes from the fact that it now allows us to only upload
46. elopment Team Page 3 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Page 4 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Introduction This document outlines the major new features and benefits that you can expect to see by upgrading to axis diplomat 2014 from the previous edition of software axis diplomat 2012 This list is by no means exhaustive and further enhancements will continue to be added after the initial release in the form of on going level updates please check the axisfirst web site at http www axisfirst co uk axisdiplomat for the latest product information Level updates within the axis diplomat 2014 release will be free to all axis diplomat 2014 licensees with current support contracts Similarly axis diplomat 2012 continued to be enhanced and improved during its life and so if you are upgrading from an early level of axis diplomat 2012 there will be further modifications to be seen over and above those documented here In addition to the normal on going level updates for axis diplomat 2014 those customers with Software Assurance will be offered further updates from time to time which will be pre releases of new features from the next release of software due in 2016 Details of Software Assurance and of any pre release features from the next version that have been made available to Software Assurance customers can be found on the axisfirst web site
47. ename File Type Size A Hinvoice 546123 pdf Adobe Acrobat Document 461KB 24 4 D File Edit View Window Help aerea Lhal o e Cold Toate bas INVOICE EGPL Limited Unit 4 Downton Industrial Estate Downton Countyshire C534 1HG Number Invoice Date Payment Due Date 546123 21 09 2014 21 10 2014 Reference Description Unit Price Qty Total GOLDFORKOL Chrome Plated Fork 15 06 10 150 60 Subsequently viewing a supplier s invoice from Invoice Enquiry Page 43 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 8 GRNI Monitor Goods Received Not Invoiced This new monitor allows you to view the GRNI Goods Received Not Invoiced and GINR Goods Invoiced Not Received position As well as presenting the information in a more interactive manner than the traditional reports this monitor also allows you to view historical information more easily by setting the filter options appropriately The GRNI Monitor is available as a stand alone monitor but can also be added to other monitors such as the Purchase Order Monitor in the same manner as other additional monitor tabs File Help Delivery Addresses Purchase Orders I Stock Items Purchase Transactions GRNI Stock Stock Order Quantity Quantity Quantity Quantity Value Value Reference Description Date Ordered Received Invoiced NotInvoic NotIinvoiced Over Invoiced GOLDFORKO1 GoldTools Ch
48. er tt Sales Invoice Week 4 43 20 21 22 23 24 25 26 e Week 5 44 27 28 29 30 31 lt ii gt The left hand pane shows a calendar view days of the week going across months starting from the current month going down Week numbers relative to the current month and ISO 8601 week numbers are shown List Object gai Reference Start Date Time Description een pe Se ee __ z Sales Invoice Payment Due 15780 01 10 2014 00 00 Customer Reference W7480 Value GBP173 a Quotation Due 10158 02 10 2014 00 00 Customer Reference MOWERS Sales Invoice Payment Due 16058 04 10 2014 00 00 Customer Reference E4759 Value GBP300 9 Sales Order Item s Due 10157 10 10 2014 00 00 Customer Reference 645 Call Undeferral 4 13 10 2014 00 00 Discussion on new EGPL products Sales Order Item s Due 10157 15 10 2014 00 00 Customer Reference 645 Sales Invoice Payment Due 16215 15 10 2014 00 00 Customer Reference 04620 Value GBP578 5 Sales Invoice Payment Due 16291 15 10 2014 00 00 Customer Reference B9725 Value GBP1780 Call Undeferral 2 03 11 2014 00 00 Faulty Chainsaw Call Undeferral 3 28 11 2014 00 00 Special Christmas Promotion Sales Invoice Payment Due 9754 13 01 2015 00 00 Customer Reference 2465 Value GBP27 26 Sales Invoice Payment Due 9755 13 01 2015 00 00 Customer Reference 3TYRTRY Value GBP1 I lt itt gt The right hand pane shows a list of the future events as a scrolling list Clickin
49. es Batch number Current balance 6355 16 VAT Values 901 25 Cost 653 32 1081 65 Stock Location Location 180 40 Weight 0 0000 0 000000 Bridgwater 27 51 247 93 Customer order number Contract Details Our reference Service contract type 1 Premium Care Status code Contract Status UNDER NOTICE Bamert Feanor Noni Number of Releases 0 Releases Remaining 4 Document Dates Contract start date 01 06 2005 lv Next due date 01 09 2014 2 pza JE Minimum Term months 12 Earliest Termination Date 011214 Termination date Termination Notice days 90 Analysis Details fa method Enter the termination date for this contract SW Diplomat 2 Other Details Cost centre 1 Bridgwater E Order status mn Remarks Order source code 52 Contracts DWP 32 axis diplomat 2014 CO4 Local Show Service Contract charges within Sales Quotations and Sales Orders Quotation and sales order maintenance now show the monthly and annual service contract charge against any line items which hold a service contract value Page 70 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Featu
50. g of Service calls against contracts of that type Page 71 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section L Kernel Core Enhancements 1 Backup with no down time Windows VSS Support Backup axis diplomat whilst it s being used The time window during which axis diplomat is unavailable when taking a full backup has been reduced to a few seconds regardless of the database size and backups can be invoked whilst the system is in use This dramatically improves operational flexibility as a backup can be taken at any time without concern for system availability In many cases the fact that a backup has been taken will be unnoticeable Under earlier versions the system would be unavailable whilst a full copy of the data was taken this could vary from a few minutes to an hour or more depending on the database size and hardware performance so forcing some operations to be undertaken outside of normal business hours axis diplomat 2014 achieves this by implementing support for Microsoft s VSS Volume Shadow copy Service VSS works by creating a snapshot in time which then allows the backup to occur in the background whilst users continue their work File Help Full Backups Selection SS writer enabled 7 V55 requester enabled OK Cancel t ol 32 axis diplomat 2014 co4 Local Our implementation has even been designed to be resilient to system failures or
51. g on a date in the left hand calendar view pane filters the right hand list view pane to just the events for that date whilst clicking on a Week Number the left hand column of the Calendar view filters the list view to all of the events for that week Double clicking on a single entry in either the calendar view or the list view will open the relevant Sales Order Sales Invoice Quotation Call or Sales order Right click context menus offer further options to drill down into the data whilst tool tip help within the Calendar View shows a more detailed description of the event Page 18 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features List Calendar Object Reference Start Date Time Description Event Sales Invoice Payment Due 15780 01 10 2014 00 00 Customer Reference W7480 Value GBP173 Quotation Due 10158 02 10 2014 00 00 Customer Reference MOWERS Sales Invoice Payment Due a E4759 Value GBP300 Sales Order Item s Due 10157 e sence 645 Call Undeferal 4 Allocation Enquiry new EGPL products Sales Order Item s Due 10157 Journal Enquiry brence 645 Sales Invoice Payment Due 16215 Print erence 04620 Value GBP578 Sales Invoice Payment Due 16291 Find prence B9725 Value GBP178f Call Undeferral 2 z iw Print Preview Call Undeferral 3 nas Promotion Sales Invoice Payment Due 9754 Export Z erence 2465 Value GBP27 26 Sales Invoice Payment Due 9755 13 01 2015 00
52. he EU in which case the first 8 characters will form the Combined Nomenclature CN commodity code for Intrastat purposes This code is now also available as a field to add to Document Designer based Purchase Orders More information on EU Commodity Codes and TARIC Codes can be found at https www gov uk classification of goods http en wikipedia org wiki TARIC code Dimensions on Stock Records For systems with the Delivery Service Provider DSP Foundation i e those with one or more carrier interfaces stock items can now hold the dimensions of each item as three separate fields Depth Length Width and Height in mm This information is also used by the Best Delivery Method calculation see page 31 Stock Control Monitor i Sales Group xO The scrolling data list within the Stock Control Monitor has been extended to show the Sales Group for each item It is also possible to filter the list of stock items shown by Sales Group s ii Last Receipt Date x It is now also possible to show the date of the last receipt transaction when Showing Stock Turn information Page 55 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Weight Information xO The Stock Control Monitor has been extended to show weight information for those customers with the Net Unit Weight on Stock module the Stock list now shows the Gross and Net Unit Weight whilst drilling down into the Movement History n
53. hic Area for each account Page 19 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features iii Customer Enquiry Function Title xO The main Customer Enquiry function now changes it s title once a customer has been selected to include the customer s name this makes it much easier to find the correct Customer Enquiry on the Windows Taskbar when running a number of copies and trying to switch between them xO The Customer Stock Prices tab within Customer Enquiry has been extended to show additional columns for the Retail Trade Current and Standard Cost for iv Customer Stock Prices each item This allows at a glance a comparison between the prices agreed with a customer and the normal selling prices and costs File Help Quotations Sales Orders Outstanding Order Items Statement Transaction History item History Graphs L General Details Custom Categories Contacts Delivery Details I Customer Notes Branches Account Details Pricing eBusiness EDI Document Options Customer Details Account 01 3005 TOOLSRUS Tools R Us Customer Stock Pricing Our Alternative Customer ois A RE Reference Reference Reference _ Description Price Per Retail sci Trade Price Current Cost Standard Cost ACMEFORKO1 ACMEFORKO1 EGPLFORKO1 Acme Standard Fork 4 00 1 12 76 9 57 7 65 7 65 EGPLMOW4 EGPLMOW4 EGPLMOW4 Wimbledon Electric Mo 128 50 1 170 17 136 14 102 10 1
54. ilities see above and below Dual mode Data Protection Prior to axis diplomat 2014 system administrators had to choose whether to employ roll back data protection or roll forward data protection Each mode has different advantages and now both data protection modes can be run concurrently Roll back provides data recovery by undoing updates to axis diplomat to a defined point in the past a checkpoint and this is the mode most commonly used Roll forward allows you to recover from a full axis diplomat backup and then roll forward to the most recent checkpoint Enabling roll forward data protection is a pre requisite for using axis diplomat 2014 s Disaster Recovery facilities and it s enabled as Standard when you upgrade to axis diplomat 2014 Page 73 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Roll Forward Parameters Checkpoint retention period days it 32 axis diplomat 2014 CO4 Local Roll forward data protection is enabled by default at axis diplomat 2014 ER Backup Enquiry 5 File Help Available Backups Type Data Protection Mode Date Time Auto Retained Pending Additional Comments la Checkpoint Roll Forward Thursday 25th September 2014 13 45 11 Checkpoint Roll Back Thursday 25th September 2014 13 43 03 Checkpoint Roll Forward Thursday 25th September 2014 13 43 03 7 Checkpoint Roll Back Thursday 25th September 2014 13 42 49 j Checkpo
55. int Roll Forward Thursday 25th September 2014 13 42 49 ji Checkpoint Roll Back Thursday 25th September 2014 13 42 33 j Checkpoint Roll Forward Thursday 25th September 2014 13 42 33 z Checkpoint Roll Back Thursday 25th September 2014 13 41 56 j Checkpoint Roll Forward Thursday 25th September 2014 13 41 56 g Checkpoint Roll Back Thursday 25th September 2014 13 41 46 7 Checkpoint Roll Forward Thursday 25th September 2014 13 41 46 Checkpoint Roll Back Thursday 25th September 2014 13 40 45 s Checkpoint Roll Forward Thursday 25th September 2014 13 40 45 Checkpoint Roll Back Thursday 25th September 2014 13 39 54 j Checkpoint Roll Forward Thursday 25th September 2014 13 39 54 7 Checkpoint Roll Back Thursday 25th September 2014 13 39 53 j Checkpoint Roll Forward Thursday 25th September 2014 13 39 53 5 Checkpoint Roll Back Thursday 25th September 2014 13 39 49 j Checkpoint Roll Forward Thursday 25th September 2014 13 39 49 j Checkpoint Roll Back Thursday 25th September 2014 13 39 33 j Checkpoint Roll Forward Thursday 25th September 2014 13 39 33 Checkpoint Roll Back Thursday 25th September 2014 13 38 56 Checkpoint Roll Forward Thursday 25th September 2014 13 38 56 5 Full Backup Thursday 25th September 2014 13 37 32 lt gt t Include Checkpoints V Include Full Backups V Restore EY A 32 ais diplomat 2014 CO4 axisdiplomat Archive Restore Archive Send to SOS Server Properties The backup enquiry shows both roll forward and r
56. ivery notes and invoices as well as purchase orders this is useful for example where purchase orders are copied to shipping agents File Help Images Transactions Stock Notes Attributes History Attac General Details Issue History Pricing and Costing Discounting and Add Stock Reference Alt reference EGPLMOW4 ltem descrip Stock reference EGPLMOW4 Overall Stock Levels On hand Inward ps Allocations 397 General Details Specification Built to provide years of service this mower includes a a voucher for blade sharpening at any approved service centre Traceability mode Purchase nominal a c Unit weight kg Date created Catalogue page number s a Courty of Oran C20 Page 54 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 10 11 In addition the Country of Origin can appear as a column within the Stock Control Monitor and within the standard CSV Stock Export file The Country of Origin may also be set en masse by importing from a CSV file or by using Stock Record Block Amendment Commodity Codes and TARIC Codes xO The Commodity Code held against Stock Records was previously limited to 8 characters in line with Intrastat regulations and only available on systems with the Intrastat module It has now been made generally available and extended to 14 characters so that it can also be used to hold the TARIC code for imports exports outside of t
57. k record when set will take precedence on an individual line Page 14 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features PayPal Account Reconciliation Customers with the PayPal Payment Service Provider PSP module can now benefit from new Bank Account Reconciliation functionality PayPal allow you to download the details of your financial transactions which they refer to as a Monthly Financial Summary and the axis diplomat Bank Account Reconciliation function allows you to import that file dramatically reducing the time spent on reconciling your PayPal payments New Mobile Dashboard App axis diplomat 2012 introduced a mobile app to allow Business Intelligence Dashboards from axis diplomat to be published to mobile devices To coincide with the launch of axis diplomat 2014 we have a new release of that mobile app with the following new developments an all new user interface makes selecting viewing and moving between multiple dashboard elements much easier added support for Windows 8 mobile devices in addition to Apple and Android devices free support for pre defined web site dashboards showing statistics for your axis vMerchant website s including number of orders today value of orders today number of orders for the last 30 days day by day value of orders for the last 30 days day by day number of orders for the last 13 weeks week by week value
58. ld by this company The Stock function searches now include Customer Stock References in addition to the other fields already being searched Page 50 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features The Stock function is now also capable of specifically searching the Alias field using the Advanced search Selected Match Type Stock Reference Altemative Reference Stock Description Supplier Stock Reference Axis Bar Code Manufacturer s Reference EAN Bar Code UPC Bar Code ed Case Bar Code a Ea Aiases P lt lt Remove Select AJl Clear Selection The Transactions and History tabs within Stock Enquiry have been extended to show the Order Source code and description associated with each sale i Copy Stock and Assembly xO For customers with the Bill of Materials module using the Maintain Stock Details function to copy a stock record will now also optionally allow the assembly structure to be copied as well ile Help Stock Reference Stock reference EGPLPTKO1 Alt reference EGPLPTKO1 Item description EGPL Power Tool Kit 1 New Record Details New stock reference EGPLPTKO1A New altemative reference EGPLPTKO1A New pod go a Copy supplier price list details Copy links L Copy optional extras C EDUSMESS UCTS v oji DUSI sS U 32 axis diplomat 2014 DPA ttestserver ab 1 Page 51 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 Ne
59. n Page 58 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 17 Build Assembly For those using the Compact MRP module axis diplomat 2014 offers a new function called Build Assembly This enables you to create a works order on the fly allowing you to pick and issue components and optionally receive finished goods into stock at the same time This sits well alongside the standard MRP process and gives added flexibility when you need to just get the job done in a few simple steps Build Assembly is also compatible with Stock Traceability and Auto Generated Traceability Details modules File Help Batch Details Geren gt Wass Gomes 0 Wontowe tev qemef t RB amp 32 axis diplomat 2014 DPA Loca The Build Assembly function simply prompts for the stock item to be built and the quantity required Page 59 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features File Help Works orders for assembly EGPLPK001 Orig Qty O S Qty Status t k 32 mis dplomat 2014 DPA Local If you are picking and assembling for an existing works order you are able to select from the list of Works Orders or you can create a new works order If you are also using the Handheld Stock Control module then a further benefit is that you can use a handheld device for the entire operation 18 Auto Generated Traceability Details in MRP oO A new module a
60. n of our software to include official support for printing to dot matrix printers From the next major release due autumn 2016 dot matrix printing may be possible but will no longer be officially supported by axisfirst 2 Tested as Microsoft Windows 8 Compatible As part of our on going participation in the Microsoft partner programme we regularly submit the latest release of our software for pal testing and evaluation aS Windows 8 As a result of that test process we are pleased to be able to say that Compatible axis diplomat 2014 has been tested as Microsoft Windows 8 Compatible Page 81 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features This document is not intended as a substitute for direct evaluation of the system E amp OE Systems AXIS Limited 2014 Document Reference Diplomat 2014 Upgrade 1 2 Page 82 of 82 Copyright 2014 Systems AXIS Ltd
61. n a sequence dependent upon how they are to be delivered for example if your carrier collects your deliveries at 3pm you may want to process orders for delivery by carrier before processing those going by post File Help Order Selection oenm Customer number s Customer group s Order source vea d Batch number s All Delivery Methods Next Day Camer Royal Mail 1st Class Letter oe Mail 2nd Class Letter Ro Mail Special Tracked Own Van AB 62 XYZ t Own Van CS 63 XXX Release Orders by Batch being used to release just those orders being sent on a specific van Page 25 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 8 Sales Order Monitor Enhancements Number of Releases xO An additional column has been added to Sales Order tabs to show the number of releases that have been made for each order This allows you to keep track of how many orders are being despatched in multiple shipments This is a prime Key Performance Indicator for many organisations since too many orders being shipped in multiple drops indicates both a stock management issue and unnecessary carriage costs being incurred File Help Delivery Addresses Sales Orders Stock items Recently Completed Orders Customer Customer Completed E E ES ee Date i 10013 240914 3388 Discount Materials att 240914 3 939 4 09 14 305 Secret Logistics Limited 24 03 14 2 PANIA 2AM
62. n the list above Upgrading to axis diplomat 2014 Customers with Software Assurance are entitled to an upgrade to their software licence to axis diplomat 2014 under the terms of their agreement To request an update to axis diplomat 2014 Software Assurance customers should visit our web site at http www axisfirst co uk software assurance and follow the link to request their upgrade The online request form also allows training to be ordered at the same time Page 7 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Details of Enhancements In the following sections these icons have been used to aid clarity O x O A standard facility within axis diplomat 2014 available to all A facility within axis diplomat 2014 that has already been pre released to those customers with Software Assurance A new facility within axis diplomat that requires one or more existing optional modules An optional extra available as an add on to axis diplomat 2014 but not available at previous versions Page 8 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Index Section A User Interface Improvements cccceceeeeeceeeeeseeseeccuueuguauaueueeuceusussusersnsssnsenenss 11 Section B Nominal amp General ACCOUNTS incanssravsinimapnianaberteriaaieabeaieinasdertuleencensiatieeunninateuts 14 Section C Sales Ledger amp Sales Order Processing ccccccceccecsneseecee
63. nce View the Details of a Scheduled Delivery from with Customer Enquiry and the Deliveries Monitor See whether an outstanding Sales Order Line is scheduled for delivery and if so on which delivery File Help General Details Custom Categories Delivery Details Customer Notes Quotations Sales Orders Outstanding Order Items Deliveries Statement Trans Customer Details Outstanding Order Items Delivery Delivery Scheduled Item Order Order Stock Description Number Method Despatch Date Due Date Number Date Reference C 2 2 Van1 05 09 14 05 09 14 9531 02 09 14 BOOK011 Weeding Made E 05 09 14 9531 02 09 14 HOSE001 Professional Hose 50m x 1 25cm yell 2 2 Van1 05 09 14 05 09 14 9531 _02 09 14 EGPLCS3 EGPL Electric Ch Maimai Deive Schede 2 on Sales Order Enquiry H0914 EGPLTRIM1 EGPL Hedge Trim Stock Enquiry 600mm Blade 50 Find 09314 GOLDWDG0OI Gold Log Splitting 09 14 HOSE002 Budget Hose Print Preview 40m x 1 250m ore Export gt 109 14 HOSEAO2 Budget Sprinkler Rotary coverage 05 09 14 9531 02 09 14 EGPLPTKO2 EGPL Power Tool 2 3 Van i NFA NG 14 nA NG 14 9421 99 09 14 ANNIKA A 7 Fnit Trese Maintaining the Delivery Schedule from the new Outstanding Order Items tab in Customer Enquiry The Scheduled Deliveries module is ideal for those sending large or complex shipments where multiple orders are frequently consolidated together or whe
64. ntly invoiced Page 44 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 10 11 New Order Created By Field xO Purchase Orders now record the Operator ID of the person that created the purchase order originally in addition to the Operator ID of the person that last amended it This new field is also shown in the Purchase Order Monitor where the list of purchase orders can also be filtered to just those created by selected Operator IDs Purchase Order Enquiry xO The Purchase Order Enquiry function has been extended to include an Outstanding Quantity column in addition to Ordered and Received columns File Help General Details Supplier Notes Status Details Document Notes Addresses Order Items Attachments Transactions Audit Trail Order Information Supplier number Current balance 4882 61 Order number Our A C number 76423 GH 85 Credit limit Order value 110268 62 Order Items Reference Description Ordered Quantity Received Quantity Outstanding Quantity Invoiced Quantity a ACMEFORKO1 Acme Standard Fork 200 120 0 0 ACMEFORKO2 Acme Light Fork 200 180 ACMEHOEO1 Acme Standard Dutch Hoe 200 200 ACMERAKEO1 Acme Standard Rake 200 25 Not only does this make it easier to see how many items are still outstanding on a partially received Purchase Order but it also makes it easier to filter or sort the display to only include items that are outstanding o
65. ock Location Default location Tick this box if the user is a picker 32 axis diplomat 2014 C04 Local File Help Stock Defaults Call Defaults Sales Ledger Defaults SOP Defaults POP Defaults Service Contract Defaults Call Defaults Wow call responsibility Default call type for new calls Salae Tick this box to allow calls to be set to this users Take the following actions when d See Send call shortcut email Amend call status to Callback t aA 32 ais diplomat 2014 CO4 Local Please note that user configuration options illustrated may be relevant only to additional modules or features Page 77 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 10 AXIS Service Control Service is now AXIS Agent If you re responsible for managing your axis diplomat installation you ll need to be aware that the AXIS Service Control Service has been renamed to AXIS Agent This is to better reflect that service s function it s responsible for carrying out automated background and scheduled tasks such as overnight backups Here s what the list of axis diplomat 2014 services look like when viewed in Windows Task Manager File Options View Processes Performance Users Details Services Name PID Description Status TE AXISFM 5012 AXIS File Manager Running a3 AXISOM 2 84 AXIS Queue Manager Running ai AASTART 3864 AXIS Agent Running m AXTAPIS 4832 AXIS TAPI Manager
66. of orders for the last 13 weeks week by week Page 15 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section C Sales Ledger amp Sales Order Processing 1 Customer Specific Date Sensitive Pricing New with axis diplomat 2014 is the ability to record any number of future prices against Stock see page 47 and this is also available on Customer Specific Price Lists Each Customer Stock Price can have a start time and date and optionally an end time and date This allows you to pre load a customer s forth coming price changes without the need to run an update such as a CSV Import at exactly the time you want the new pricing to come into force Q Maintain Customer Stock Prices oj x File Help Record Selection Details Customer number TOOLSRUS Customer Name Tools R Us Stock reference ACMEFORKO1 Description Acme Standard Fork Curent cos Customer Stock Details Customer stock reference EGPLFORKO1 Additional information ooo 3 Customer Stock Prices gt ja x ja a aiani Customer Stock Prices Specification hack oc 3 sg pe Se Price type Unit price Start date time End date time ACMEFORKO1 Fixed 5 25 01 12 2014 00 00 00 ACMEFORKO1 Fixed 5 75 01 01 2015 00 00 00 Pricing Details Price type Fixed Unit price Customer Details Per quantity Reference 01 3005 Name Tools R Us il Stock ltem Details Stock reference ACMEFORKO1 E a5 i Pak oe DS is Bici Ex 32 ais d
67. oll back checkpoints Page 74 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Disaster Recovery Seven out of ten small firms that experience a major data loss go out of business within a year Source DTI PricewaterhouseCoopers We don t want you to be one of them To help protect when disaster strikes axis diplomat has had integrated data backup facilities since its inception and already supports automated off site backup in the form of the axis SoS service however prior to axis diplomat 2014 if the live system was no longer accessible restoration was only possible to the previous full backup which might typically be from the previous night In Disaster Recovery planning terminology this meant that the business could not set a Recovery Time Objective RTO much less than one day For a 50 user business operating 09 00 to 17 00 if disaster stuck at 17 00 that s 400 hours of lost work with a direct cost of over 13 000 based on national average wage That s before adding in lost business or the headache of reconciling external transactions such as card payments axis diplomat 2014 can reduce the window of data loss from one day down to just a few minutes the most recent checkpoint in fact You don t need any additional axis diplomat software to implement this its standard at 2014 just follow our best practise guide for configuring backup and data protection or engage
68. on Status Stock location type Delivery Address Delivery address active Customer selection Customer number z Delivery address Location Parameters Automatically assign new stock items Multiple bins Release orders by batch disallowed Z Catalogue Page Numbers x Stock Records may now hold a catalogue page number or range of page numbers which would normally be used to indicate the page s in a printed catalogue where the item can be found The fields can either hold a single number or a range for example 12 17 Page 53 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features File Help Attachments Custo Discounting and Addtione Stock Reference Alt reference GOLDFORK03 ltem descrip Stock reference GOLDFORKO3 Overall Stock Levels On hand Inward ps Allocations 362 Transactions General Details General Details Specification Gold s Light Border Fork Guaranteed for life Traceability mode poate P per JE Purchase nominal a c Unit weight The Document Designer has also been modified to allow page numbers to be shown on sales documents such as Quotations and Invoices 8 Country of Origin xO It is now possible to record the Country of Origin against your stock records This can be done by simply choosing from a predefined list of countries This field is then available to add to Document Designer based Sales documents such as del
69. one of our consultants to help in your Disaster Recovery planning and get your RTO reduced to just minutes Roll Forward Data Protection can further recover your data to a checkpoint taken on Tuesday 2nd September 2014 at 10 32 hours The checkpoint was taken 5 minutes ago Would you like to recover to that checkpoint The dialogue above illustrates the ability to roll forward data to a very recent checkpoint having first restored the database from a previous backup Page 75 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Multi tray Multi copy amp Duplex Printing Multi tray and multi copy printing which was made available on user request at 2012 is now available as standard on all axis diplomat 2014 systems The axis diplomat print dialogue now allows you to select a specific printer and output tray for each copy of the document This is primarily designed to help in situations where multiple paper copies of a document are utilised in a business process e g pink copy for customer yellow copy for driver white copy for files etc Laser printers can be loaded with different paper stock in different trays and multiple copies of a document such as a Delivery Note produced each time The number of copies the chosen printer and the selected output tray is retained as the default for subsequent prints of that document These defaults are stored separately for each use
70. ort Export Facilities Supervisor Functions gt ea ae kvg Kernel Functions Customer focused modules such as Sales Ledger Service Contract Management and Sales Order Processing are indicated by green icons Supplier focused modules have blue icons Stock related modules including Bill of Materials and MRP feature orange icons whilst core accounting areas Nominal Ledger and Cash Book use red icons User Profile Views for Scrolling Data Lists Many users have taken advantage of the developments introduced as part of axis diplomat 2012 to create their own monitors which are then shared amongst a number of users Now with axis diplomat 2014 when you share a new monitor amongst other users those users will see that monitor including the scrolling data list configuration that you had created This includes the columns that you had enabled or disabled the column ordering and any sort or filtering options Once a user has accessed the shared monitor they are able to adjust those scrolling data lists for their own purposes for example to accommodate a smaller screen Page 13 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section B Nominal amp General Accounts 1 Multi User Period Ends amp It has become clear that one of the major obstacles to uninterrupted use of the axis diplomat system is the need to run ledger period end functions in supervisor single u
71. oups Assigned Stock Optional Extras Cross Links eBusiness Group Details Reference 00030 Ful description Gun ie 5 Catalogue number s Po Group Relationships Parent group Poet goup code C e dG Equivalent group C General Settings Highlight Settings Colour Settings Special offer _ Overide eBusiness group colours _ Uselaltemative layout _ Best seller Do hhot publish stock item images _ Featured item _ Meta Data waos O y OS A site parameter is provided to indicate whether Discontinued eBusiness Groups that still contain stock items should be published to your site A function is also provided to allow all Discontinued eBusiness Groups that are no longer in use i e that do not have any stock assigned to them to be deleted Finally an import facility is provided allowing bulk setting of the discontinued status across a number of eBusiness Groups These facilities together provide a powerful and convenient mechanism for removing large numbers of eBusiness Groups at once Page 63 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Customer In Stock Notifications cia This additional module available only at axis diplomat 2014 allows your axis vMerchant website to offer customers the option of being notified when out of stock items become available In addition to the axis diplomat module your website s will require minor design
72. ow shows for each transaction the original and outstanding gross weight and the original and outstanding net weight For customers without the Net Unit Weight on Stock module the Stock list shows the Unit Weight whilst the Movement History list shows total original and outstanding weight for each transaction 12 Data Import Export Enhancements Export Stock Aliases xO A new function has been added to allow details of any Stock Aliases to be exported to CSV Export Bill of Materials to CSV xO For customers using the Bill of Materials module there is now a function to export the BOM details to a CSV file This is in the same format as the file Supported by the equivalent import function so can be used as a basis for making bulk changes via spreadsheet before importing back into axis diplomat Import Stock Details from CSV xO The Stock import function has been extended in two ways Customers with the Stock Traceability module can now import traceability details for new stock items or update the traceability details of existing stock items provided that they have no existing transactions This includes the ability to specify the traceability mode serial numbered or batch numbered whether Best Before Dates apply and if they do the Shelf Life number of days from date of manufacture to Best Before date Customers using the Department Cost Centre by Line facility can also now import the default department and cost centre ag
73. printing payslips on plain A4 paper using a laser or inkjet printer The software ships with a standard graphical backdrop so this facility can be used straightaway This may eliminate your need to buy pre printed payslip stationery and will assist those users still using dot matrix printers to retire them A4 laser printer security payslips AXIS9 continue to be available PAY ADVICE Page 66 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features xO axis diplomat payroll 2014 boasts a new Employee Monitor to help keep track of all 3 Employee Monitor payroll employee details This new monitor enables you to view search sort and filter the entire list of employees all from place By using the usual monitor facilities including the ability to arrange the list with multiple sort levels filter hide and re arrange columns and export directly to Microsoft Excel the Employee Monitor can also be used to produce employee lists in a variety of formats for many different HR purposes File Help Employee Monitor Date of Start Reference Title Initials Forenames Surname Gender NI Number Birth Date 1001 Mr JH John Hary Smith Male SA123456A 12 09 1981 33yrs Omths 21 03 1999 1002 Mrs B Betty Jones Female SA654321C 12 08 1958 56yrs I mth 23 04 1395 1005 Mrs CL Clare Louise Anderson Female JC298484D 25 06 1956 58yrs 3mths 01 04 2013 1008 Miss AD Anne Dawn Haris Female BA227367A 10 08 1991
74. r Printer Selection Printer Selection Printer Xerox WorkCentre 7328 PELE Automatically Select Automatically Select Status Bypass o 0000 Details Ww Here Comment Orientation Portrait Y Fages Print all pages W Copies Number of Copies 2 Copies E From page To page Collate OF Cancel Where more than one copy is specified the Copies button opens an additional dialogue which allows the user to specify a different printer and or tray for each copy Copies Ea Eie xi Copies Copy Printer rey Orientation 1 Xerox WorkCentre 7328 PELE Tray 1 Portrait 2 Xerox WorkCentre 7328 PCLG Portrait Copies 2 Page 76 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features Consolidation of User Default Maintenance User default maintenance functions have been replaced with a single new function Amend Accounts User Defaults This allows user settings for each ledger to now be configured in one place rather than spread over a number of different functions making configuration quicker and more intuitive These parameters would normally be set for a specific user via a button with the User and Group Maintenance function Stock Defaults Call Defaults Sales Ledger Defaults SOP Defaults POP Defaults Service Contract Defaults Stock Movements To location Document reference User is a picker St
75. r are complete Call Monitor by Supplier xO It is now possible to create a monitor tab listing calls filtered to just this linked to certain suppliers Purchase Order Monitor File Help Delivery Addresses Purchase Orders Stock tems ACME Calls Supplier Supplier Call Customer Customer Account Name Number Shortt Name Account Customer CRM Call Supplier Available Filters Name Optional Link Supplier supplier Group Supplier Type a Sa Se Default Nominal Payment Method Oldest Debt Department Page 45 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 12 Clear Purchase Requirements xO This function has been re worked to allow it to run whilst others are using the system previously it was a single user function Page 46 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section F Stock Ledger Bill of Materials amp MRP 1 Time and Date Sensitive Pricing With axis diplomat 2014 it is now possible to record future pricing for both Trade and Retail against Stock items This is not only ideal for recording future price changes but since each future price may also have an optional end date it can also be used for fixed term promotions It means that your staff have full visibility of future price changes and means that they don t inadvertently use an old price It also m
76. re shipments are planned well in advance of when the order is actually to be despatched Scheduled Deliveries may be picked using a handheld device and an interactive Handheld Pick Delivery function or in a paper based environment from the new Picking Note document Page 34 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Items to Pick SCAN STOCK Stock Reference Picked Qty Target Description EGPLCS3 EGPL Electric Chainsaw GOLDSAW01 Gold Log Saw BOOKO11 Weeding Made Easy HOSEA01 Professional Sprinkler BOOKO03 A Z Fruit Trees File View Tools Help i an r 4 4 Picking Note FGPL Ltd Everything for your Gar DELIVER Tools R Us DELIVERY NUMBER 2 TO 76 Main Street 05 09 2014 Van 1 CUSTOMER ACCOUNT 01 3005 LAST AMENDED ON 02 09 2014 LAST AMENDED BY ANDY Part of the Made Easy series in software cover EGPL Electric Chainsaw 240v Wem bar Our own brand Short Bar Electric Chainsaw suitable for domestic use only A Z Pruit Trees 270pp Part of the A Z Series written by well known TV celebrity gardener Pete Frome Professional Sprinkler Rotary coverage 15 sq m Tits Gelux sprinkler ts Gesigned to be tart in situ all year round Gold Log Saw 24 The Professional s choice of Log Saw Tt 32 axis diplomat 2014 DPA Local Page 1of 1 Page 35 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 18 New Order Priorities
77. reboots whilst a backup is in progress VSS backups are enabled by default on axis diplomat 2014 systems Page 72 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Smaller backups axis diplomat 2014 uses an improved backup file format with better compression This means less storage space is used for backups and the time taken to transmit backups off site e g to the axis SoS service are significantly reduced Faster restore too axis diplomat 2014 s improved backup file format means that if you do need to restore the restore can be carried out more efficiently and get you back up and running more quickly Improved Performance of Roll Back Data Protection The writing of roll back data protection log files has been improved by approximately 10 This will be particularly noticeable with functions that perform significant quantities of updates for example imports consolidations and batch updates such as Releasing Sales Orders or Set Despatch Quantities by Batch Scales to 250 users axis diplomat now scales from 1 to 250 users This more than doubles the previous maximum user limit of 100 allowing your business much more headroom for growth without outgrowing your business system Of course more users on a system means more data being generated and greater potential for loss should disaster strike That s why we re also improved the backup data protection and disaster recovery fac
78. res File Enquiries Help Customer Details Customer Notes General Details Document Notes tem Details Terms and Addresses Attachments Payment Details Links New Sales Order Values Customer 3216 The Garden Shop Ltd Net 409 95 Cost 374 43 Margin 8 66 35 52 Credit limit 10000 Current balance 6355 16 VAT Weight Volume 0 000000 Delivery FedEx Next Day 17 94 GBP 14 95 ex VAT Current Items Item Stock Description Ordered Delivered Outstanding Next Despatch Unit Unit Item Total Net Contract Net Contract a Number Reference Quantity Quantity Quantity Quantity Cost Price Discount Value Value Monthly Value Yearly 1 HPCFI46A HP LaserJet Pro A4 1 0 1 0 115 97 125 00 0 00 i 150 00 3 00 36 00 a Colour Printer 14ppm 600dpi 3 DOCUMA31 Xerox Documate A4 Sheet 1 0 1 Feed Scanner 0 252 46 270 00 0 00 I i 324 00 4 00 48 00 Review Favourites Options 32 axis diplomat 2014 CO4 Local 4 Copy to Service Contract Request Context Menu Options It is now possible to copy existing Service Contracts or Service Contract Requests to a new Request either from the Contracts tab within Customer Enquiry or from a Contracts or Contract Requests tab within a monitor 5 Disallow CRM Service Calls by Contract Type A new setting against each Service Contract Type allows you to prevent the raisin
79. rice in force at the time Page 47 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Image Management axis diplomat 2014 features all new Image Management Previously axis diplomat held images for Stock and with the optional eBusiness module eBusiness Groups in two fixed sizes nominally referred to as Main and Thumbnail axis diplomat 2014 now holds all images purely at the native full resolution of the image s being added For systems linked to axis vMerchant websites these images are then resized to whatever sizes are defined for each particular website This has a number of benefits including if your requirements change for example your website is redesigned and needs larger images you do not need to re import all of your images you simply change your website s configuration and publish if you need images in a number of different sizes a copy of each image is automatically generated at those sizes when required typically by the eBusiness Publish Site function images can be site specific so if you have several axis vMerchant websites and you want different images on different sites for the same items then this is now possible Perhaps the greatest single benefit is that because images are no longer stored in pairs main and thumbnail then the maintenance of images is much simpler This is bolstered further by an all new Image Import function that can import image details f
80. rom a CSV file or by looking in a named folder for images with filenames that match the destination records Page 48 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Q Stock EGPLMOW3 j o x File Help Transactions Stock Notes Attributes History Attachments Customer Pricing eBusiness Details Links Optional Extras l Audit Trail Data Sheet General Details Issue History yi Pricing and Costing Discounting and Additional Pricing Location Details Stock and Manufacturing Details Superseded Details Supplier Price List l Images Stock Reference Alt reference EGPLMOW3 ltem description EGPL Rotary Mower 38cm cutting width Stock reference EGPLMOW3 Images Preview Description Category URL EGPLMOW3 Stock Main axisdiplomat data Axis File Store 4001 DPA images 0003CB28 jpg EGPLMOW 3 Additional Image 1 Stock Additional axisdiplomat data AxisFile Store 4001 DPA images 0003CB23 jpg EGPLMOW 3 Additional Image 2 Stock Additional axisdiplomat data Axis File Store 4001 DPA images 0003CB2A jpg General Category Stock Additional Description EGPLMOW 3 Additional Image 2 conte O Current Image Location axisdiplomat data Axis File Store 4001 DPA images 0003CB2A jpg Replacement Image Tyre Nene 3 Support for PNG Image Files x The support for images attached to Stock Items and for customers using the eBusiness module eBusiness
81. rome Plated 16 09 14 10 10 0 10 150 60 Standard Fork Stee Shaft ACMEFORKO1 Acme Standard Fork 08 09 14 1 1 0 1 8 04 ACMEFORKO2 Acme Light Fork 08 09 14 140 140 0 140 974 40 ACMEHOEO1 Acme Standard Dutch Hoe 08 09 14 50 50 0 50 482 00 ACMERAKEO1 Acme Standard Rake 08 09 14 140 140 0 140 1349 60 ACMERAKEO2 Acme Standard Grass Rake 08 09 14 129 129 0 129 1382 88 ACMESETO1 Acme Standard Hand Tool Set 08 09 14 117 117 0 117 1567 80 trowel fork potting trowel EGPLCS1 EGPL Petrol Chainsaw 08 09 14 163 163 0 163 10050 58 33cc 16 bar EGPLCS2 EGPL Blectric Chainsaw 08 09 14 124 124 0 124 6316 56 240v 35cm bar Purchase Order Monitor with an additional tab added for GRNI Ley Purchase Order Monitor File Help Deli ery Addresses Purchase Orders ock Items Purchase Transactions GRNI Maintain Filters aj x Supplier Purchase Order Stock Purchase Order Item GRNI Analysis rin Available Filters Name Setting Include Transactions To End 09 14 2 Accounting Period Include transactions to end of period 09 14 31 08 2014 v All Transactions 19 14 31 08 2014 E 31 08 2014 31 07 2014 30 06 2014 05 14 31 05 2014 04 14 30 04 2014 03 14 31 03 2014 02 14 28 02 2014 01 14 31 01 2014 An Nn Ad Nn NNAM The Filter Options for the GRNI Monitor allow you to view transactions as at a particular period end allowing you to see which goods have been subseque
82. ser mode Either this meant a significant period where the system was unavailable during the day three times a month or accounts staff would run each period end out of hours in order to minimise disruption In line with the underlying theme of axis diplomat 2014 increasing system availability to users we are pleased to announce that all three period end functions Sales Stock Purchase and Nominal can now be run fully multi user whilst others are using all aspects of the system Normal data locking will ensure that users are not able for example to file new invoices part way through the month end process Enhancements to Department Cost Centre Analysis xO i Amending Department Cost Centre by Line on Invoices On systems with the optional feature to allow Departments and Cost Centres by Sales Order Line it is now possible to amend the codes on invoices subject to appropriate permissions by using the Sales Invoice Enquiry function and clicking on the Edit button ii Default Department Cost Centre A default department code and or default cost centre can now be recorded against each supplier account to help ensure that supplier s invoices for example are correctly coded For those using the Default Department Cost Centre by Line option who have the ability to also record default department and cost centre codes against individual stock records the supplier default is used for the overall document but the setting on the stoc
83. ta list this can help group similar products together in the Works Order Monitor view of the current schedule Page 57 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 16 Block Amendment of Stock Attributes The Stock Record Block Amendment function has been extended to allow selection by and setting of any of the ten Stock Attributes This now makes it much easier to change your attribute data without needing to use a import functions For example if you had an attribute defined for colour and you found that you had two different attributes for black one labelled as black and one as blk then you could easily amend all those flagged as blk to black te Stock Record Block Amendment File Help Range Selection Field Settings 1 Field Settings 2 Attribute Settings Range Selection Select stock by Stock Reference v Sock faeces gt Pot gon Sales group s Stock record creation date s Select by last transaction priorto insaction prior to ith no transaction Auto generated stock records only _ Sock atte Stock Attribute Selection EJES Stock Attribute Selection Stock Attribute 1 Size Loo Oe Se Soc inte Bad somier id Attribute Details Stock Attribute Code Curent Selection Available Values Code Description lt lt Add Code Description 5 Bk 0 Undefined 1 Black iain 2 Green Clear Selection 3 Brown 4 Green Brow
84. tails recan Outstanding Order Items Purchase Order Alternative Description Due Date Ordered Received Outstanding Invoiced fonn Number Reference n Quantity Quanti Quantity Quantity 249 GOLDFORK03 GoldTools Chrome Plated 04 09 14 304 0 304 0 Main Depot Light Fork Steel Shaft 249 GOLDSPD02 GoldTools Chrome Plated 04 0914 372 0 372 0 Main Depot Standard Spade Wood Shaft 249 HOSEAQ2 Budget Sprinkler 04 09 14 364 0 364 0 Main Depot Rotary coverage 12 sq m Company Registration amp VAT Numbers xO Supplier accounts can now record both the Company Registration and VAT numbers As with the matching enhancement to Customer Enquiry the Supplier Enquiry function now also includes the ability to lookup a company registration number using the Companies House website File Help Purchase Orders Outstanding Order items Graphs i Supplier Notes General Details Account Details Contacts Payment Details Supplier F Supplier Details Account GOLDTOOLS GoldTools Limited Account Details Account type Standard UK supplier Company registration number 2370905 i VAT registration number GB 515 8599 Default nominal account E Page 41 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features As with Sales Transactions see page 29 a new type of monitor tab can now be added Purchase Transaction Lines Monitor to any of your custom monitors to show Purchase Transactions In m
85. ti User Import Bill of Materials Assemblies O The function to allow users of the Bill of Materials module to import the structures of assemblies or kits from a CSV file has been updated to allow it to operate whilst others are using the system Previously this function required single user supervisor mode operation and so this is another area where axis diplomat 2014 increases availability by reducing the situations where users are required to exit from the system Page 52 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 6 Location Details Enquiry xO A new enquiry has been added to the Stock Ledger Enquiries menu for users with the Multi Location Multi Bin module This function will show all of the configuration information relating to each of your stock locations In order to access this information before it was necessary to use the Maintain Stock Locations function as a Supervisor function this may not have been available to all of the users that needed the information ER Location Details Enquiry oj x File Help Stock Locations New Stock Deliver To Status Bins Auto U Default Account Default 0 Main Depot Stockholding Shipping Active Active Single Allowed Greenton Stockholding Shipping Active 4006 Active Single Allowed Littletown Stockholding Shipping Active i i Allowed Quarantine Allowed Location Description Type Release by Ba P w N Locati
86. trict sales to just those stock items for which Customer Price List entries exist An example where this would be useful would be if you supply a large corporate or multi branch customer where the branches are only allowed to buy a pre agreed list of items and the head office will refuse to authorise invoices for other items File Help ___ Quotations Sales Orders Outstanding Order items Statement General Details Custom Categories Contacts Delivery Details Customer Notes Branches Customer Details Account 01 3005 TOOLSRUS Tools R Us Deliver statements by Email to Cathy Brown lt cathy brown toolsrus co uk gt Deliver debtors letters by Post wv Deliver invoices and credits by Email to Cathy Brown lt cathy brown toolsrus co uk gt Page 23 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Location Stock xO For systems with Multi Location Stock when adding a stock item to a sales order or quotation it is now possible to view the stock available at all locations by simply clicking on the All Locations button on the Add Amend Item dialog This shows the stock on hand free stock and the quantity on order with suppliers for each location Insert Item tem Details Picture Stock Notes Sales History ltem Number Stocking Levels tem number Stock on hand jo O e Stock Details Free stock C Stock reference GOLDFORK
87. ueeeeeuerenenenseesesauguuenenenes 16 SSC UIO Rs a cea etree Come neem apoie ne unex neste cateed a A O ts 38 Section E Purchase Ledger amp Purchase Order Processing s ssssssssnrrnrrnrrnrenrrnrenrrrrerrrernne 39 Section F Stock Ledger Bill of Materials amp MRP ccccceceeeeeeeeeeeeeeeeeesegeuseueeaeaeeueaneusenegs 47 SOCIO IG CU SINS e E E E E A E E E E EE E A 61 SeCuOn P S Om ice POUC anea E EO EEE EE 65 Seen S Payrol E E A EES 66 SECON J Hre Manage nen vcccutewetsewutinereseiosareaisin seman ee adcedeaeutsaulaua aon ododeuneunanita 68 Section K Service Contract Management ssssassssrssnnsannnnnsnnnnsnnnnunannunnsnnnnssnnnnnnnnnnnnnnan 69 Section L Kernel Core Enhancements sasssnssnssnnsnnsnnnnnsnnsnnrnnnnnnnnrrnnennennennennsnnennernnne 72 Section M Upgrade Options and PriCINg dssicsienccscussresrensaniensesesesdeuteeeseeesetencetecesseesdedecctdadesace 79 Section N S pported EnVironMeEnNtS scicciccdsotsolecdoninntewasndaweeweenededswedseraedetdetenecerdersaveerstetiocs 81 Page 9 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Page 10 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section A User Interface Improvements 1 User Configurable Scheduler Toolbar The axis diplomat Scheduler i e the place from which all axis diplomat functions are launched has been extended to include new User Configurable toolbars
88. umber A button next to the number allows a real time lookup to be done via Companies House EQ Customer TOOLSRUS 01 3005 File Help Quotations Sales Orders Outstanding Order Items Deliveries Statement Transaction History ltem History Graphs Site Details General Details Custom Categories Contacts Delivery Details Customer Notes Branches Account Details Pricing I eBusiness EDI Document Options Customer Stock Prices Al Customer Details Account 01 3005 TOOLSRUS Tools R Us Account Details Miscellaneous Account classification Standard UK Customer y Order number required _ Company registration number 2370905 VAT registration nu URI Export Details C fi 5 data companieshouse gov uk doc company 02370905 Account Operation Short term credit ra TOOLS R US LIMITED Long term credit rat 02370905 Companies House Credit rating last upd Worst debt period d CompanyName CompanyNumber RegAddress AddressLinet 7 AddressLine2 GRE PostTown Postcode CompanyCategory Prate Limted Cc Company Status Actne CountryOfOrigin nied King incorporationDote it an Accounts AccoumRe Day AccountRefMonoth 06 NextDueDate LastMadeUpDote AccoumCategory f Returns NextDueDate LastMadeUpDate 14 1 Mortgages NumMortCharges NumMomOutstanding NumMortPartSatisfied 0 NumMort Satisfied SicCodes Page 22 of 82 Copyright 2014 Systems AXI
89. ut the delivery total weight volume delivery address and contact etc as well as a complete breakdown of the items within the delivery Access to the Delivery Enquiry is via a right click option on the Deliveries tab within Customer Enquiry the Deliveries Monitor from Goods on Account and from the Deliveries tab within Sales Order maintenance and enquiry functions It is now also possible to attach additional files to delivery records and these are then visible via the Delivery Enquiry This could be used to attach scanned copies of signed delivery notes when you operate your own delivery vans for example either manually or by using an appropriate scanning solution File Help Delivery Details Delivery Address Delivery tems Attachments Audit Trail _ Delivery Number 1 Total weight 18 5000 Total volume 3 2000 Number of pallets Delivery method Next Day Camier Estimated delivery cost Despatch date 240914 Wednesday Expected delivery date 240914 Wednesday Consignment number 2c6541 379 Contact Pauline McDonald Main Contact Contact number 01235 953436 Contact email pauline mcdonald windsorpropertylimited net Special instructions Page 30 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features 14 ii Deliveries Status Both the Deliveries Monitor and the Deliveries tab within
90. vailable as an option for axis diplomat 2014 systems allows batch numbers and or serial numbers to be automatically allocated when receiving stock against Works Orders using the Goods Received from Works function Page 60 of 82 Copyright 2014 Systems AXIS Ltd axis diplomat 2014 New Features Section G eBusiness 1 es File Import eBusiness Orders xO It is now possible via the Kernel Utilities function Amend Scheduled Processing Settings to configure the start and end times for automatic order imports to run Previously once you had configured a site to automatically import orders then that process would run throughout the day and night This has now been enhanced to allow you to specify both the days of the week and the times of day when web orders will be imported This for example allows you to ensure that orders are not automatically imported outside of normal office hours or to avoid other tasks that may affect the import process Amend Scheduled Processing Settings j o x Help Schedule Backup Details ODBC Interface eBusiness Options Miscellaneous Command Line Tasks eBusiness Settings Publish sites T Sunday Monday W Tuesday Wednesday Thursday Friday Saturday w Maximum Duration C End By Full order import LE Tine inda Monda Background Processing Automatic order import Days to Run aS ays to Automatic call portal import Include Sunday Automatic w
91. w Features iii Assembly Enquiry Maintenance from Stock Enquiry xO Maintenance For users of the Bill of Materials module viewing or amending an Assembly is now easier as it can now be done from Stock Enquiry or Maintain Stock Details An Assembly button appears at the bottom of the Stock functions when the item in question is an assembly and this allows drill down into the Assembly maintenance function If Stock Enquiry was used then the assembly is shown in Enquiry mode and the addition of an Edit button allows the assembly to be updated Access to the assembly enquiry and maintenance functions in this way is controlled by the user s security permissions iv Currency Pricing in Stock Record Maintenance For users with the Foreign Currency module a new tab has been added to Stock Enquiry and Maintain Stock Details allowing the currency pricing information for that item to be shown and to be maintained By default the price that an item is sold at in a foreign currency is derived by applying the current exchange rate to the Sterling price Currency pricing allows this to be overridden with a specific fixed price for a given currency irrespective of the current exchange rate For this reason the Currency Pricing tab in the Stock enquiry and maintenance functions also shows the base ledger equivalent of each currency price so that it is possible to see at a glance the degree of variance based on the current exchange rate Mul
92. w the largest value quote line first Page 28 of 82 Copyright 2014 Systems AXIS Ltd axis di lomat 2014 New Features 10 File Help Sales Transaction Lines Monitor A new type of monitor tab can now be added to any of your custom monitors showing Sales Transactions In many respects this is much like a traditional Sales Daybook Report but one that can be sorted filtered customised and exported to Excel Customers Quotations Sales Orders Calls Campaign Calls Call Events Daybook Customer Customer Document Document mn Transact a Amount AT Total Unallocated Comment Account Name Reference Date Type _ 5 g nd Customer O Apollo Manufacturing Limited 16021 04 09 14 INVOICE 1220 68 1464 82 K7361 a Red Apollo Co 16022 04 09 14 INVOICE 130 38 i 156 46 156 46 52663 Davis Land com 16023 04 09 14 INVOICE 363 93 i 436 72 436 72 F9784 L Columbia Research Inc 16024 04 09 14 INVOICE 2238 43 2658 80 2658 80 Y1495 RG Technology Limited 16025 04 09 14 INVOICE 916 02 1085 06 1085 06 W2556 Smith Distribution com 16026 04 09 14 INVOICE 2398 54 2868 43 2868 43 Q5938 Larsson Robinson Limited 16027 04 09 14 INVOICE 411 46 493 75 493 75 W3330 Electric World com 16028 04 09 14 INVOICE 853 54 1021 06 1021 06 N9655 VI Research Inc 16029 04 09 14 INVOICE 102 08 i 122 50 122 50 G9958 Wallace Kent com 16030 04 09 14 INVOICE 534 01 626 93 626 93 3580 Royal Garden Limited 16031 04
93. y address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Delivery method not valid for delivery address as no matching zone could be found Saturday delivery not required Delivery method not valid for delivery address as no matching zone could be found Saturday delivery not required Delivery method not valid for delivery address as no matching zone could be found iil Selected method RM Royal Mail 48 Parcel Results of a Best Delivery Method search showing the reason why each rejected delivery method has been excluded and the estimated delivery cost for each valid delivery method Upon selection of the delivery method you also have the option to lock the delivery method so that it cannot be subsequently overwritten at the point of consigning For customers with one or more axis vMerchant websites or other eBusiness interfaces including Amazon and eBay it is also possible to configure the system to automatically assign the best delivery method as part of the Import eBusiness Orders process Page 32 of 82 Copyright 2014 Systems AXIS

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