E-QUANTUM REVISION HIGHLIGHTS

TABLE OF CONTENTS

• DECEMBER 2008 Revisions
  • December 31, 2008
  • December 19, 2008
  • December 11, 2008
  • December 8, 2008
• SEPTEMBER 2008 Revisions
  • September 15, 2008
• AUGUST Revisions
  • August 11, 2008
  • August 6, 2008
• JULY Revisions
  • July 14, 2008
  • July 1, 2008
• JUNE Revisions
  • June 26, 2008
• MARCH Revisions
  • March 28, 2008
  • March 7, 2008
• FEBRUARY Revisions
  • February 29, 2008
  • February 1, 2008
• DECEMBER Revisions
  • December 14, 2007
  • December 11, 2007
• NOVEMBER Revisions
  • November 19, 2007
• OCTOBER Revisions
  • October 3, 2007

Accounts Receivable:

• Feature: Client Maintenance, added ability to set up how a Corp clients items display on line. Select display option for each Corp client to either combine into the client catalog or display as a separate catalog.

Inventory:

• Feature: Item Catalog, range selection added "Print Kit Detail", this will list the sub-assembly items for a kit.
• Feature: Release Report - Sell, range selection added "Print Price/Value", this will not affect the summary page (if this report is in your auto-scheduled functions, it will need to be rescheduled).
• Fixed: Reorder Notice, Stock Item, we have renamed format "4 to a page" to "Format 2". This format prints multiple notices per page.

Order Entry:

• Feature: Active Order Report, new sorts and range selections added. Example: Sort by Qnet order number will put both the releases and PO's created from that together on the report (allows you to easily invoice the client for the entire Qnet order)
  (if this report is in your auto-scheduled functions, it will need to be rescheduled)
• Feature: Request for Quote, added new format, Landscape Spec RFQ
• Fixed: Credit a previous invoice now shows the Add on charges (if any) on the Add on Tab.
• Fixed: Purchase Order split Ship instructions now prints the ship to ID for the ship to address on the Bill to/Ship to screen.
• Fixed: Cloning a PO now includes the attributes .

Q-Net:

• Feature: New Report added, Qnet > Qnet Reports > Qnet Item Category list Sorts either by Category/Item or by Item/Category.

Accounts Payable:

• Fixed: Opening AP Archives will not long give a QP32

Accounts Receivable:

• Fixed: Gift Certificate List now prints 18 characters of the Gift Certificate ID number

Order Entry:

• Fixed: Cloning a PO now copies the Speclets
• Fixed: Invoice Remit Stub Format 3 is now printing with correct spacing

Q-Net:

• Feature: The ability to adjust the dollars used on the Monthly Budget has been added

Q-Send:

• Fixed: Export Summary Billing will not give a QP32

General:

• Fixed: Windows that can be selected to add to the Favorites function can now be moved.
• Fixed: Log of Deleted Items was having a btrv 29 error, this has been fixed.
• Fixed: Carbon Copy Sender is now functioning correctly.

Inventory:

• Fixed: Inventory Activity Report - Decimals in Qty's, if no decimals in qty's (eaches) is selected, no decimals will print (If this report is in your auto scheduler, it will need to be rescheduled).

Order Entry:

• Fixed: Standard PO format is now printing the Vendor Order Class.
• Fixed: Standard PO-no Item ID format is now printing the Vendor Order Class.
• Fixed: Standard PO Stub (landscaped) is now printing the Total Sell and gross margin.
• Fixed: Form Spec PO (large font) font size on ship to information increased.
• Fixed: Standard PO-no item ID format is now printing the multi vendor attention line for all vendors.
• Fixed: Standard PO, multi vendor, is now printing all information for all vendors.
• Fixed: Invoice Format 4 is now printing sequential numbers.
• Fixed: Invoice Format 8 the extra attention line is no longer printing.

General:

• Feature: Favorites - Allows you to add Reports and Functions to a Favorites list; you can name and explain them as needed.
• Feature: Log of Deleted Documents - Creates a log of deleted documents with date, time, logged on user and reason for PO's, Releases, Invoices RFQ's and Quotes to the Client. You can query the log through File > Utilities > Search Deletion Log.

Accounts Payable:

• Feature: AP Invoice Editing… New Sort Options: By Invoice Number, date, amount, balance or Notes.
• Feature: Vendor Maintenance, Added Doc-Q-Manage button on main address tab (this could allow you to copy documents related to the Vendor into the Doc-Q-Manage for easy access. Example: a 1099).

Accounts Receivable:

• Feature: Client Maintenance, The Search on Name is no longer case sensitive. You must rebuild the AR Client file for this function. Contact support@e-quantum.com for help, instructions.
• Feature: Client Maintenance, History Tab, Open Invoice, Highlight an invoice and click Display invoice or double click to view invoice.
• Fixed: Client Maintenance, Chg Tab, Client does not have to be an Inventory Management Client to have Release Charges.
• Fixed: Print Statement Window now allows multiple printing without exiting the Print function.

Order Entry:

• Feature: Order History, Added the ability to view the invoice, from invoice history double click on the highlighted invoice to display.
• Feature: Order History, PO History, Highlight previous PO information, right click, Select Generate RFQ and a new window opens with the RFQ in it.
• Feature: Order History, PO History, Highlight previous PO information, right click, Select Reorder Selected item and a new window opens with the PO in it.
• Feature: Invoice a warehouse release, Right clicking in the Add Release Number To - from Box will pull up the last release number.
• Feature: Consolidated printing of the Invoice, added range selection "Show attribute Detail" Yes or No.
• Feature: Purchase Order Editing, the Exclude this PO from EDI check box on the PO instruction screen has been changed to a drop down selection, to prevent accidently flagging or unflagging.
• Feature: Reset Acknowledgement Print Flag ability has been added to Purchase Orders. Edit the Po and go up to Program to access. This allows you to reprint an acknowledgment with multiple line items without having to go to each item to reselect the Print Acknowledgment check box.
• Feature: Clone PO Items - Added Speclets and Client PO; go to OE Config, PO Config, Clone Fields.
• Feature: USSCo or SP Richards items that are in the Distributor client's inventory will create a release to pull from stock rather than a PO to the vendor.
• Fixed: Purchase Order Bill to / Ship to Screen, Copy ship to into Bill to now pulls in the ship to email address.
• Fixed: Invoice Bill to / Ship to Screen, Copy ship to into Bill to now pulls in the ship to email address.

Q-Net:

• Feature: Quantum Net Order Remarks Pop-Up now available. Set up in e-Quantum, Qnet Set up, Internet Maintenance. Check on "Force Display of Order Remarks", See attached documentation.
• Feature: You can now set up Order Quantity Breaks without Prices. Set up is in e-Quantum, Item Maintenance, Qnet Tab, Input Quantities button. Quantities appear with a zero price shown.
• Feature: New Quantum Net Budget Reports Setup. You can now spread the yearly amount over 12 months (Monthly Budget) if the monthly budget is adjusted it will reflect in the yearly amount. The Exceed basis can be either Monthly or Yearly. Exceed actions now include Ignore.
• Feature: New format or the order Tracking Report, You can access this new report by using the selections on the Order Tracking report, You must logon in Quantum Net as the Administrator, Select the user you want to give rights to the report , go to the Reports Tab and assign the right to the "order Tracking (Client)" The PRIMARY SORT must be Category, the other sort and range selections are optional. All columns of the report can be sorted by clicking on the headings.
• Feature: Cost Center Budget Report, New Drill down to Cost Center Detail, hold mouse over Cost Center ID to display.
• Feature: Category Budget Transaction Report, Sort by level, 1, 2 or 3. Columns can be sorted by ascending or descending order by clicking on the heading.

Q-Send:

• Feature: Export Clients, add client terms information.

Scheduler:

• Feature: Verify Item Last Activity has been added to the Auto Scheduler Task List.
• Feature: Verify WIP and Balances has been added to the Auto Scheduler Task List.
• Feature: Verify Vendor Balances has been added to the Auto Scheduler Task List.
• Feature: Verify Last Invoice Date has been added to the Auto Scheduler Task List.

Accounts Receivable:

• Feature: Aged AR Report, added to range selection, Print Receipt Notes, Yes or No.
• Feature: AR Client Ship To Listing has addition sort options added: Client ID, Client Alpha, Consultant Primary Tax Id, and Zip code.
• Feature: AR Client Ship To Listing has addition Range Selections Added: Client Alpha, primary Tax ID and Zip Code.
• Fixed: Client Maintenance, Release Charges, 01 Release Charge ($ per release) and 02 Release Charge ($ per line) Suppress if Distributor Item check box is now functioning correctly.
• Fixed: 1099, non employee compensation field sized increased to allow up to $1,000,000.00.
• Fixed: AR Delinquency Report, the Grand totals are now printing correctly.

Inventory:

• Feature: Item Maintenance, Attributes, added a button to auto alphabetize the attribute list.
• Feature: Item Maintenance, Attributes, added a button to sort by extra sell, lowest to highest.
• Feature: Active Release Report -Sell, Added to Range Selection Owner, Client Owned (No Inv).
• Fixed: Inventory Management Report, is now returning correct information when a specific warehouse is selected.
• Fixed: Inventory management Report when using the "Send" function is no longer sending a blank page with headings only.

Order Entry:

• Feature: Print Invoices. Added Client Range Selection (If this report is in your auto scheduled functions, it will need to be rescheduled).
• Feature: Sales Analysis Report, Added Zip code range selection (If this report is in your auto scheduled functions, it will need to be rescheduled).
• Feature: Active Purchase order Report, Added a Product Code Range selection (If this report is in your auto scheduled functions, it will need to be rescheduled).
• Feature: Request for Quote, RFQ lookup, added Item description field to lookup options.
• Feature: Client Profile Report now shows the date range selection below the Report title.
• Feature: Client Profile Reports, added Range selection to include Client Owned items Yes or No.
• Feature: Request for Quote, added ability to print RFQ worksheet.
• Fixed: Royalty Report, No Cost/Profit format is now printing correctly.
• Fixed: Sales Analysis Report, Consultant Sort is now printing correctly.
• Fixed: Active Purchase Order Report, Increased the field size for quantity.
• Fixed: Notice of Impending Warehouse Receipt, Item Description font size has been made smaller to allow more of the description to print.
• Fixed: OE Invoice Remit Stub format 3 has been added to the A-4- formats for Australia.
• Fixed: OE Invoice Format 4 is now printing beginning/ending numbers for numbered items.
• Fixed: Booking report, Range selection to suppress cost is now working correctly.
• Fixed: Summary Invoice is now printing headings on all pages.
• Fixed: OE Config, Invoice Body Notes, Messages 6 and up will now print when selected.

Accounts Receivable:

• Feature: Aged AR Report, added ability to print receipt notes.

Inventory:

• Fixed: Inventory Management Report is now printing correctly when one warehouse is selected.
• Fixed: Active Release Report is now filtering out Client owned releases that have been dropped .
• Fixed: Monthly Inventory Report is now displaying the correct month when run on a client with a fiscal year.

Order Entry:

• Feature: Request for Quote, added ability to print the RFQ Worksheet.
• Fixed: Active PO Report, Quantity field has been increased to allow larger quantity.

Accounts Payable:

• Fixed: AP Paid invoices will no longer archive until invoices are 6 months old.

Accounts Receivable:

• Feature: Delinquency Report, added range selection to print Client Notes Yes or No.
• Feature: AR Client Sales Reports, Format 3 now prints the SIC code.
• Feature: Client Maintenance, Added Doc-Q-Manage button on main address tab (this could allow you to copy documents related to the client into the Doc-Q-Manage for easy access, example Tax exempt status letter).

Inventory:

• Feature: Item Labels now have a starting row/column selection.
• Feature: Warehouse Pull Report added, Prints by Client in descending order which items have the most "picks."
• Feature: Item Maintenance, Qnet Tab, added Input Quantities button to allow choice of quantity where no pricing is needed.
• Fixed: Item Maintenance, Cloning an Item now includes the Vendor and Plant.
• Fixed: Inventory Valuation Cost Report should not cut off the last zero in the Total Column.

Order Entry:

• Feature: PO expense Report, we added a range selection to Include Bill Notes Yes or No.
• Fixed: OE History, Search by Client PO now includes client PO's from Qnet found on the Misc tab of Purchase Orders.
• Feature: OE History, Search by Item now has a Filter option. To access point mouse at Items button, hold control key down and click. Filters: Product Group, Category ID, Owner, Item Types, Include Obsolete items.
• Feature: OE Configuration, added default remarks to Request for Quote, can be overridden in client .
• Fixed: Invoice Format 8 and format 9 are no longer printing the Item ID if in the range selection Print Item ID is No.
• Fixed: Invoice Register A-4 Format 1 will now show special pricing for all items.

Q-Net:

• Fixed: Extra Freight from Item maintenance is no longer be doubled on items ordered on Qnet

Q-Send:

• Feature: Vendor Export, now includes the additional Vendor contacts.
• Feature: Vendor Export, now includes the Misc Selection.
• Feature: Auto-Scheduler, added option to email to any email address to many reports that previous only went to the client.
• Fixed: Auto-Scheduler, added ability to schedule EDI status log.
• Fixed: Auto-Scheduler, CRM exports are now exporting when scheduled.

Accounts Receivable:

• Feature: Client Maintenance: Added ability to clone release charges from another client. Existing release charges will not be overridden.
• Feature: We have added the ability to delete multiple clients, Instructions below:
  
  • You no longer can delete clients from the client maintenance screen.
  • In client Maintenance highlight the client, select delete. A screen will appear allowing you to add this client to the list of clients to be deleted.
  • After adding to the list you will see the word "*DELETE*" next to the client name.
  • In this screen you will only see clients you have added, you must have supervisor rights to client maintenance to see the full list (this allows consultant security).
  • When ready to run the deletion process go to AR > AR Maintenance > Delete Marked Clients. You must have Supervisor Access to e-quantum to access this function. You can review and remove clients if needed.
  • Once you are ready Click the "Delete the Listed Clients" Button. You will be asked to verify that you do want to delete these clients.
  • Once this process is complete a log will display showing you activity. If open Invoices, PO's or Releases, On account amounts, pending Inventory to GL transactions, Qnet Orders pending, warehouse inventory, or are the Distributor client you will not be able to delete. Other functions that are open, Quotes, RFQ's and backorders will prompt a warning message that must be answered to continue.
  • If this is scheduled using our Auto scheduler, any of the above conditions will cause the client to be skipped and not deleted.

Inventory:

• Feature: Item Maintenance: After you enter the Client ID, under the Program tab, an option for clear latest cost and price flag, like the clear reorder flag option that already exists.
• Feature: Item Maintenance: Added Tools Menu and moved many function these function to this menu: Adjust Competitor Price, Clear reorder Flag, Set/Clear Update Cost/Price Flags, Change Usage Method, Move to Other Client, Verify Last Activity, Find Item Graphics, Set Upload to Internet Flag, Force Graphic Upload, Copy Normal Prices to Retail Must have Supervisor rights to Item Maintenance.
• Feature: Item Maintenance: In the new Tools Menu, we added the ability to adjust the competitor price by a Percentage.
• Feature: Item Maintenance: Added ability to clone Price plans from another item or client / item.

Order Entry:

• Feature: Batch printing of invoices allows you to sort by Invoice Number, Consultant, Client Alpha, Client ID, Client Name, CSR or user. (If you have used the Auto Scheduler feature to schedule invoice printing you may need to delete and reschedule this take).
• Feature: Quote Search Function, added ability to search by Item ID.
• Feature: RFQ: Added ability to include a URL in the body of the Remarks (if the remarks have HTML in them, be sure to click the HTML enabled check box) for use on the Email HTML RFQ.
• Feature: RFQ: Added the ability to attach a URL as well as a file.
• Feature: Added Search for Text function to Credit Card input/selection.
• Feature: Vendor Sales Report: Added Product Group and Item Range Selections.
• Fixed: Warehouse Release: You can now edit the tracking numbers.

Inventory:

• Feature: Inventory Analysis Sell - we added a range selection by Consultant.

Order Entry:

• Feature: Order Acknowledgements - the print order acknowledgement now automatically un-checks the Print check button once an acknowledgement has been generated. This prevents sending acknowledgements multiple times.
• Fixed: Invoice Printing - Missing information on some formats has been corrected.
• Fixed: Price Breaks for non-retail client items are pulling into the purchase order correctly.

Accounts Payable:

• Feature: Positive Pay check protections is now available, Contact: sales@e-quantum.com for more information.

Accounts Receivable:

• Feature: Quantum Net Coupons, offer a dollar or percent discount and more. Contact support@e-quantum.com for documentation. You will need to rebuild AR Coupon Header, AR Coupon Numbers, AR Coupon Rules and OE Coupon Redemption
• Feature: Client Maintenance: Tax Exempt check box has been added on the Set up Tab; it is used in conjunction with the Sales Tax Import feature. On the Ship to Tab we have added a Tax Exempt override.
• Feature: Client Maintenance: Update CRM check box added on Set up Tab; Upload to CRM check box added to Ships Misc tab.
For more information on the CRM: Contact: sales@e-quantum.com.
• Feature: Client Maintenance: Qnet Tab, Qnet Configuration, Upload has a Remove Uploaded Reports Button. This allows you to remove reports that have been uploaded to Quantum Net for this client.
• Feature: New security setting for credit related data, If No rights the Terms, Hold Code, Credit Limit, Finance Charge, Freight Exempt, and Tax Exempt field do not show on screen, View Rights can see fields, but cannot edit, Change and above rights will allow editing.
• Fixed: AR Invoice editing will now allow you to remove credit card information
• Fixed: When an invoice that has a credit card attached is paid by a check it is now being removed from the open credit card list.

General Ledger:

• Feature: New GL Budget Setup, Maintenance Screen
• Fixed: Balance Sheet now has ability to print marginal words.
• Fixed: Income Statement now has ability to print marginal words.

Inventory:

• Feature: Item Maint: New price fields for Retail Sell
• Feature: Item Maint: New program option, "Copy Normal Prices to Retail"
• Feature: New Item ownership classification of Vendor Owned. Reports that have sort or range selection for ownership now include a Vendor Owned Option.
• Fixed: Item Maint: Display Sub-category tree is no longer a supervisor only option.

Order Entry:

• Feature: Trans-promotional Formats for Invoices and Quotes to the Client are now available. Contact: sales@e-quantum.com for more information.
• Feature: Retail Sales Analysis, New Report for Q-store clients
• Feature: Consolidated Printing of the Invoice now includes the extra data fields coming from Quantum Net
• Feature: Added Keyboard command for the Track button in PO, Release and Invoice Editing, Alt-K
• Fixed: Order acknowledgements can now be emailed from the preview screen (MAPI)
• Fixed: Order acknowledgements now pull the Purchasing Contact
• Fixed: Order acknowledgements is now pulling the correct information when you choose the "Override the bill to/ship to address" option
• Fixed: Quote to the client, when you copy the ship to address it is updating the e-mail address used by the pdf batch function
• Fixed: Purchase order line Item Instructions now function correctly when you have both Q-Design and Item Maintenance Notes.
• Fixed: PO editing will now allow you to remove credit card information
• Fixed: Request for Quote created from Order History is now pulling in Speclets

Quantum-Net:

• Feature: Real Time Freight - online line interface to UPS, contact support@e-quantum.com for documentation.
• Feature: Interfaces to SanMar, Ennis GFS and QuikProof are now available. Contact sales@e-quantum.com for more information.

Q-Send:

• Feature: Import Sales Tax Codes and Create Sales Tax Rules - Optional Module. Import from Washington State or using CCH interface. Contact: sales@e-quantum.com for more information.
• Feature: Added ability to export many e-Quantum Reports to the internet, Client Order Status, Order Acknowledgment, Reorder Notices, Non-Stock Reorder Notices, Statement, Inventory Analysis-Sell, Inventory Analysis Summary, Monthly Inventory Report, Monthly Usage Report, Inventory Management Report, Back Order Report, Inventory Reorder Report. You must have the batch pdf function to send these to Qnet. E-mail subject lines can be set up and used for the titles on the reports; the above reports can now be uploaded or emailed to multiple clients using the batch pdf functions -- they no longer need to be sent individually.
• Fixed: Vendor e-mail subject line override now correctly pulls in the Vendor Name.

Order Entry:

• Feature: A Monthly Ship to Sales Report has been added and can be found with the Sales Analysis Reports. This report shows Dollars by ship to by category for the month chosen. This report includes line item and special pricing dollars, Add on charges, freight and sales tax are not included. The report can be sorted by Ship to or by Ship to Dollars (ascending or descending) And the range selections include Consultant ID, Client ID, Report Month, Report Type (detail or summary) Print Totals Page (yes or no) Invoice Number, User ID, Category ID, Dollars Spent (you can put a range in, example $400.00 to $1,000.00) Print Distributor Name, and the ability to generate an excel w/heading file.

CRM:

• Feature: We have add a check box for upload to CRM on the Ship to's. This is found on the Misc tab of the ship to maintenance screen.

Accounts Receivable:

• Fixed: Statements - Zip code sort is now printing the statements by zip by client.
• Fixed: Sales Tax - Tiered sales tax structure (i.e. multiple tax districts) now rounds consistently - for best results, set your tax codes to "Tax Based on Total Invoice."

Inventory:

• Feature: Inventory Valuation Cost has a new sort for Warehouse which creates a summary report for the Warehouse(s).
• Fixed: Inventory Checklist will now prints correctly.

Order Entry:

• Feature: Invoice Hold - we have added a Hold Code Note to this function, the note will print on the Invoice Hold Report.
• Fixed: Consolidate Printing of an invoice won't show a Special Pricing line if the Special Pricing is for Cost only.
• Fixed: PO Packing List now prints the Distributor Name and Address when you choose to not print the logo.

Scheduler:

• Feature: Task List now sorts by Date/Time.

General:

• Feature: We have added ability to interface with eFax.

General Ledger:

• Feature: A new format of the Income Statement has been added, Income Statement with Percentages. This includes percentages for Current Period, YTD, Same Period Last Year and Last YTD.

Accounts Receivable:

• Feature: Client Maintenance, Qnet settings, Upload tab, we have added a check box to send Ship To Alias ID's to Quantum Net.
• Feature: Deposit Slip Number now displays on the receipts editing screen.
• Fixed: On the AR Invoice editing, Receipt tab you can now remove credit card information.

Inventory:

• Feature: Item Maintenance now has a "Search for Text" feature.
• Fixed: Reorder Notice Non-stock and Reorder Analysis Non-stock
  
  • Reorder Date will be updated by new PO, Invoice or manually
  • Heading has been changed to "RO Notice Printed Date
  • Reorder Notice Printed Flag and RO Notice Printed Date will update only if Yes is selected on the Range Selection to "Update RO Notice Printed Flag

Order Entry:

• Feature: Consultant Stat Report now has a Client Range Selection.
• Fixed: Headings now print properly on Packing List from PO, Delivery receipt with headings format.
• Fixed: Sales Analysis A-4 (Australian) format now total correctly.
• Fixed: PO Editing, you can now remove credit card information.
• Fixed: Item notes are no longer duplicating on orders coming from Qnet PO Expense Report, Invoice Instruction format is not longer duplicating the special pricing cost.

Quantum-Net:

• Feature: We have added Cost Center Budget capability, contact support@e-quantum.com for more information.

Q-Send:

• Fixed: We have updated our FedEx interface to match file layout of the FedEx web program.

Scheduler:

• Fixed: Time issue when selecting 12:00 AM and having report run at 12:00 PM has been corrected.
• Fixed: You can now schedule for a specific date and the report will run for the current month providing that date has not been reached.
• Fixed: We have allotted additional time for processing of e-mailed reports. This will allow larger reports to process without timing out.

General:

• Fixed: Cloning a user is now functioning correctly.

General Ledger:

• Feature: A new format of the Income Statement has been added, Income Statement with Percentages. This includes percentages for Current Period, YTD, Same Period Last Year and Last YTD.

Accounts Receivable:

• Feature: Ship to Size option has been added - see attached documentation.

Inventory:

• Feature: Non- Stock Reorder Analysis - Cost: now has a date range added
• Feature: Inventory Check list - We have added to Sort Option 1 an ARB (Aisle/Row/Bin) only option. Used with Sort Option 2 set at None will allow the report to print only in ARB order.
• Fixed: Reorder Analysis Stock is now updating the reorder date correctly

Order Entry:

• Feature: Consultant Sales History Report - Orders line in this report includes: PO's booked, PO's booked and invoiced, Distributor Owned Releases Booked, Distributor Owned Releases Booked and invoiced.
• Fixed: Cloning a PO line Item is now working correctly.
• Fixed: RFQ worksheet now shows the Special Pricing in the Cost Only.
• Fixed: Client PO number on the Misc screen is now clearing for repeat jobs.
• Fixed: Client PO number for the line item (Misc Screen of PO) now prints on PO packing list.
• Fixed: Monthly Sales Report - Last 12 Pds column is now calculating correctly.
• Fixed: Order Acknowledgements Format 3 is pulling in the Fax number from Client Maintenance.
• Fixed: Form Spec PO/Landscaped Format will now print. (fixed corrupt report from the 1-30-08 patch).

Doc-Q-Manage:

• Feature: User Defined Image Types can be added - Maximum of 20.
• Fixed: Users with short user IDs (less than 3 characters) can now view images.

Order Entry:

• Feature: Tracking Button has been moved on Purchase Orders, Invoices and Release's it is on the right side next to the rolodex.
• Fixed: A-4 Versions of the Sales Analysis Reports are now printing correctly.
• Fixed: Invoicing a release has been correct and will no longer create a btrieve 1 error.
• Fixed: Invoice Hold Report is now printing correctly.

Quantum-Net:

• Feature: Quantum Net Client Set up Configuration settings now how a mouse over that shows what the System Default value.
• Feature: Quantum Net Configuration has a new icon on the lower left that shows your set up, this can be printed.

Scheduler:

• Feature: Quantum Net incremental export can now be set for every 2 hours.

Accounts Payable:

• Feature: The Bank Register Report now shows write off to the Cash account.

General Ledger:

• Fixed: Trial balance, the option to suppress zero balance account is now working correctly.

Inventory:

• Feature: Inventory Checklist, we have added a second sort option of None, this allows the report to print in warehouse/ARB order.
• Feature: Active Release Report both the cost and sell version, Under the range selection owner we now have 3 options: Client Owned, Client Owned No Ivc, Dist Owned.
• Fixed: Category Code List now sorts by Description.

Order Entry:

• Feature: OE Configuration, Purchase orders, we have added the option to copy attachments from previous Purchase Orders (Always, Never or Ask First) which will copy files but not URL's.
• Feature: Summary Sales Analysis, added zip code to range selections.
• Feature: Consultant Sales History will now include distributor owned releases in the Orders column.
• Fixed: Warehouse release Packing List format 4 is now printing all characters of an item ID.
• Fixed: All PO formats, print the client PO# from the Misc. screen of the PO in the body of the PO.
• Fixed: Quantum Net orders will no longer generate with line item instructions from previous PO.

Scheduler:

• Feature: New options added to relative date range: This Week, This Week to date, Last Week.   Note: e-Quantum's week runs from Sunday through Saturday.
• Fixed: Scheduler will now handle large reports.

Accounts Payable:

• Fixed: Distribution on AP invoices is now being changed to match the product group GL codes from Special Pricing when you select yes to "Rewrite disbursement based on PO expensing."

Accounts Receivable:

• Feature: Client Maintenance, Qnet tab now has the ability to clone default Qnet set up from another client; see attached documentation.

Inventory:

• Feature: New Internal Report, Non-Stock Reorder Analysis - Cost .
• Feature: Item Catalog has a new format "Categorized" This will print by Category, then Client, then Item.
• Fixed: Inventory Checklist is now sorting correctly when you use the Warehouse/ARB selection for sort 1.

Order Entry:

• Feature: Green question mark on the Item screen has a new display showing line item total calculation.
• Feature: Reopen PO Item. Edit the PO, go to Program > Reopen PO item. This can only be used for items that were manually closed. You can not reopen an invoiced item.
• Feature: Posting OE invoice to AR now require supervisor security if the invoice has a sales tax rate change.
• Feature: Purchase Order Printing, now allows you to print the Vendors Account number above the Vendors Name.
• Fixed: Delete PO Special Pricing, now has Pop up to verify that you want to "Delete Special Pricing" Yes or NO.
• Fixed: Active PO Report now prints all characters of the Multi Vendor Follow Up Code.

Q-Net:

• Feature: Qnet > Internet Maintenance > Internet Configuration > Defaults - New tab for default client settings has been added; see attached documentation.

CRM:

• Feature: New online module is designed to provide target marketing and help your consultants and CSR's manage your clients and prospects.

Doc-Q-Manage:

• Feature: e-Quantum's electronic file cabinet.

Auto-Scheduler:

• Feature: New Auto-Scheduler allows you to schedule repetitive or time-consuming tasks.

General:

• Feature: Preview Report - Once you have previewed a report you can now change your sort or range selections and preview or print the same report without closing all the way out.
• Feature: Item Diagnostics - Added graphics and ability to validate html.
• Feature: Email addresses - Increased to 100 characters.
• Feature: Changes to Date and Period Selections - Reports with date or period range selections now how also have a Relative Date or Period Selections.
• Feature: User Name is now auto populating the logon box when you are changing companies within e-Quantum, this is set up under File > Preferences > Local Options.
• Feature: Batch pdf - will auto send your emails after 20 second wait, you no longer have to click begin.
• Feature: Added ability to reach the e-Quantum Webex function by going to Start > All Programs > e-Quantum Webex.

Accounts Payable:

• Feature: 1099 will now print the attorney format.
• Feature: Change Plant Code - Option added to the AP Change Code.
• Feature: AP Invoice Batch List - Added Invoice date range selection.
• Feature: AP Vendor Maintenance - Added ability to "move pdf settings" go to program to access, this will allow existing EDI email settings to be moved for use with the batch pdf function (clears the settings and moves and email subject lines set up).
• Fixed: Check reconciliation - Checks voided in future periods now appear correctly.

Accounts Receivable:

• Feature: Sales Tax ID Code - Changed to 8 characters.
• Feature: Sales Tax Rules Set Up - Added City selection.
• Feature: Client Maintenance - Check box added on Remarks tab to "Show Remarks in Receipts Editing."
• Feature: AR Open Credit Cards - Added ability to process multiple cards.

Inventory:

• Feature: Item Maintenance - Qnet tab now has an HTML enable check box to allow ease of using HTML coding on the internet description, also added ability to preview from that screen.
• Feature: Item Maintenance - Under program the "clear reorder flag" allows you to clear the reorder notice printed flag for all clients, or to clear for a selected client.
• Fixed: Monthly inventory report - Now prints distributor name when yes is selected in range selections.
• Fixed: Inventory Valuation Cost Report - Summary now will print 2 decimals when that is selected in the range selections.
• Fixed: Imprint Release - Now printing aisle row bin information.
• Fixed: Reorder Analysis - Reorder notes are now printing when yes is selected in range selections.

Order Entry:

• Feature: Purchase Order Summary Report - Allows you to batch print the PO Summary Information.
• Feature: Kits - Can now contain both stock and non stock items, attribute items and kit items.
• Feature: Purchase Order Misc Tab - Now has a place to input a client PO number for a line item.
• Feature: Bill Notes on Warehouse Release - Can be viewed when release is pulled on to an invoice.
• Feature: Freight tables - You have the option to set up using weight.
• Feature: Commission Report - Added ability to run for unposted invoices, report will not post.
• Fixed: RFQ Worksheet - The information can now carry forward to the Quote to the Client or to the Purchase Order.
• Fixed: PO Expense Report Format 1 - Now printing one PO per page when that is selected in the range selections.
• Fixed: OE Configuration Messages - Now saving both headings and messages correctly.

Q-Net:

• Feature: Internet Configuration - Added check box on generate tab "Process orders from 'DEMO' client."
• Feature: Internet Configuration - Added check box on General Tab "Force upload of sales tax information."
• Feature: Internet Configuration - New tab added for "Categories" This will allow you to set up sub-categories.
• Feature: Internet Configuration - New options added to set SSL and Port # for email.
• Feature: Qnet import will now create a release for stock corporate client items IF only one corporate client is referenced.

Q-Send:

• Feature: Export Summary Billing - Option added to convert fields to uppercase.

End of document