CDMS 6.03.00 November 1, 2000 HIGHLIGHTS

Here are some of the new features you can find in CDMS Version 6.03.00.
For a complete list, please read the CDMS 6.3 Release Notes.

Many New Features

CDMS Version 6.03.00 has been enhanced with a number of new features requested by users, both recently and over the years. New programs, and new options to existing reports and procedures, are included in this update. Among these enhancements are:

Ø build a full product base for a new store from an existing store
Ø new controls by user password including price selection options and cost controls
Ø reprint a customer invoice from Contract History
Ø the ability to use a variety of slave printers
Ø last run date displays for period end procedures
Ø new ASCII file downloads
Ø new Inventory Control File flags

These enhancements, as well as many others, are highlighted in the pages below. Take the time to familiarize yourself with these new features. More of your requests have been met in this update than in any other past release. Please feel free to contact a CDMS Support Representative with any questions concerning these changes or any ideas for future releases.

Build Products for a New Store

The ability to create products for a new store using records in an existing store has been added to the Product Maintenance Applications. This process copies all product records from the 'Original' store and creates these products in the 'New' store specified. All inventory, sales and purchase information is set to zero for the new products. Information for products in the 'Original' store remains unchanged. Products already existing in the 'New' store also remain unchanged.

Post Inventory by Category and Store

The ability to post changes in Inventory and Inventory Liability to the G/L by the profit center in the Store, when the account numbers used are maintained in the Category File, has been added to all CDMS applications. A '999' entered in the sub account for either or both of these accounts, flags the system to substitute the profit center from the appropriate store file when creating journal entries. Any change in Inventory or Inventory Liability can now be tracked by store.

To use this new feature, be sure that flag 20 on screen 3 of the Inventory Control File is set to 'C'. If not, Do Not Change The Setting, Contact CDMS. Use the Category Maintenance screen on the Inventory Applications Menu to enter a '999' in the Inventory and/or Inventory Liability sub account number. Be sure that account numbers have been created in the G/L Chart of Accounts for each store and have been properly entered on all G/L Statements.

New ASCII File Downloads

The ability to create A/R and A/P ASCII files has been added to the system. Available to all users, these new procedures create download files for A/R Open Items, A/R History, A/P Open Items and A/P History. Each of these procedures allow selection of data within a date range and the download files created are named by the company processed. Record layouts for the ASCII files created have been included in this update package and should be added to the appropriate section of the CDMS Systems Utilities Manual.

Sundry LIFO Cost Tracking

The ability to track and maintain LIFO Costs for all sundry products has been added to the inventory applications. To use this feature, set flag 109. USE SUNDRY LIFO COSTS, in the Inventory Control File to 'Y'. Field 29. LIFO COST, has been added to the Product Maintenance Screen for entry and display on all sundry records. A process has been added to the Product Maintenance Application to update the LIFO Cost and the Stock Status Report has been modified to provide the appropriate cost change information for making general ledger entries. For more information concerning this new feature, contact a CDMS Support Representative.

Reprint Customer Invoices Enhancement

The ability to reprint a Customer's Invoice from Contract History has been added to the Order Entry Applications. If Point of Sale is used and set to print on the Contract Form, the original contract may also be reprinted. Please note, invoices and contracts posted prior to applying this release to your system, may or may not print exactly as the original. The format used to print the original invoice was not properly stored in the history files, but the format used to print the original is now maintained for all invoices from this release forward.

New A/R Aging Report Option

The total receivables not yet due are now printed as the 'Current' column on the A/R aging Report. This new column is only applicable on systems set to age receivables by Due Date rather than Invoice Date. The addition of this column caused the line layouts to change. While no information has been omitted, some items, such as the terms and the contact name, have been moved to the second line printed. The 'Brief' version of this report may not appear with all pertinent information, an therefore, CDMS recommends that users that require the 'Brief' format with the information as it appeared previous to this release now use the 'Summary' version.

Note: If this feature applies to your system, be sure the AGING PERIOD 1 DESCRIPTION in the A/R Control File is not 'Current'. It must be changed to reflect the actual number of days overdue, such as '1-30 DAYS'.

Call a CDMS Support Representative with any comments or questions concerning the use and set-up of this new feature.

Use More Slave Printers

The ability to use a variety of slave printers connected to either a dumb-terminal or Window's PC is now available. Windows PC, must use the NetTerm emulation package. NetTerm must be purchased. Printers including the HPINKJET, HPLASERJET, PROPRINTER, IBM, EPSON, OR DIGITAL now print all CDMS Reports properly. Contact a CDMS Support Representative to have any of these printers set-up for use as a slave printer for CDMS Applications.

Delete A Batch of G/L Entries

The ability to delete an entire batch of G/L Journal Entries has been added to the General Journal Trx Entry application. This application can be used when the same module has been interfaced more than once for the same month. Running this process deletes all entries on the Journal Edit List and resets the terminal running balance.

Installer Ticket Processing

The option to select ticket items regardless of the store selected to process has been added to the Installer Control File. The store on the order items no longer has to match the store being processed, but the store for which the order was created, must however, still match the store selected. The new flag and an explanation of the settings allowed is described below:

9. VERIFY TICKET ITEMS BY STORE ?
Y Only order items for the store selected to process can be selected and entered on the ticket.
N All order items, regardless of the store on the item, can be selected on the ticket.

' Last Date Run' Enhancement

The Last Date Run is now maintained for most period end procedures. This enhancement was designed and implemented to help avoid running the same procedure more than once while closing parts of the system periodically. Listed below are the procedures, which include this change and a brief explanation as to how the last date is maintained.

Inventory
23. Product File Period End
Ø If the system is set in the Inventory Control File to close inventory by store (new flag #119 described below), the last date is maintained for each store processed.

Ø If the system is set in the Inventory Control File to close inventory for all stores (new flag #119 described below), one last date is maintained each time this procedure successfully completes.

Bookings Subsystem
9. End of Year Procedure
Ø Both the last date and the new Booking Beginning of Year Date are maintained for each store each time this procedure successfully completes.

Installers
8. End of Period Procedure
Ø One last date is maintained within each company, each time this procedure successfully completes.

Accounts Receivable
21. Clear Period to Date Accumulators
Ø If the system is set in the Inventory Control File to process A/R by store, the last date is maintained for each store processed.

Ø If the system is set in the Inventory Control File not to process A/R by store, one last date is maintained each time this procedure successfully completes.

22. Clear Year to Date Accumulators
Ø If the system is set in the Inventory Control File to process A/R by store, the last date is maintained for each store processed.

Ø If the system is set in the Inventory Control File not to process A/R by store, one last date is maintained each time this procedure successfully completes.

Accounts Payable
16. Clear Vendor YTD
Ø One last date is maintained each time this procedure successfully completes.

New Password Settings by User

New settings have been added to the Password File to control the use of some CDMS features by individual user. The Password Maintenance section of the System Utilities User Guide has been updated to include these changes. A new copy of this manual can be requested by contacting a CDMS Support Representative.

4. SHOW COST? This flag previously only existed for Order Entry. Now, this flag is checked in the Alphabetic Product List, Sales Floor Inquiry, Estimates, Purchase Order Maintenance, Receiving Edit List, and the Open P.O. Report for values as follows:
Y - Displays or prints costs and calculations based on the cost.
E - Displays or prints costs and calculations based on the cost encrypted using the encryption schemes in the Inventory Control File. If an encryption scheme does not exist, no costs print or display.
N - No costs, or calculations based on the cost, display or print.

10. ALLOW WHICH PRICE? This flag controls the number of prices available to each user when entering prices during Order Entry, Point of Sale Entry, Estimate Entry, Supplies Usage and Reserve Entry. The prices printed on some reports have also been limited by this setting. Values and restrictions are as follows:
1 - Allows entry of PF1 for Price 1 or Down Arrow for Special Pricing (if used). A price may not be entered manually. Estimate target margins cannot be entered.
2 - Allows entry of PF2 for Price 2 or Down Arrow for Special Pricing (if used). A price may not be entered manually. Estimate target margins cannot be entered.
3 - Allows entry of PF3 for Price 3 or Down Arrow for Special Pricing (if used). A price may not be entered manually. Estimate target margins cannot be entered.
4 - Allows entry of PF1, PF2, or PF3 for all 3 prices or Down Arrow for Special Pricing (if used). A price may not be entered manually. Estimate target margins cannot be entered.
5 - Same as 9 below except, if the price is entered manually, it cannot be lower than the lowest price available in the Product File. Estimate target margins can only be entered on the line items and the price calculated cannot be lower than the lowest price available in the Product File.
9 - There are no restrictions on the price field. All special keys can be used to enter prices or the price may be manually entered, either by the unit or extended value, or the price may be zeroed out. Estimate target margins can be entered and used.

11. ACCESS TO PRODUCT MAINT? This flag, set to either 'Y' or 'N', controls whether or not the user can have access to the Product Maintenance applications while in Inventory Transfers, Order Entry, Estimates and Purchase Order Maintenance.

12. ALLOW BIN CHANGE IN SLSFLR? This flag, set to either 'Y' or 'N', controls whether or not the user can change the BIN location while using the Inquiry By Roll option in Sales Floor Inquiry.

Inventory Control File Changes

Added and Deleted Flags - The following flags have been either added to, or removed from the Inventory Control File screens.

33. KEEP ADVERT ALLOW? (Located on screen 3)
This flag has been removed. Both Advertising Allowance and additional Freight Amounts can now be maintained per product.

68. BOOKNG B.O.Y. DATE (Located on screen 4)
This date has been moved from the Inventory Control File to the Store File. A separate beginning of year booking date can now be maintained for each store. Since the booking year-end closing procedure needs to be run individually for each store, no longer does this date need to be reset between stores.

98. INSTALLER STOP? (Located on screen 5)
This is a new flag. The value of this field has been set to 'N' during the CDMS 6.03.00 Update Procedures. Regardless of this flag setting, the user is also prompted for the INSTALLER when the QUICK STEP option is used to print an installation ticket.
Y = The user is prompted for the INSTALLER field when entering new Orders and Point of Sale Contracts.
N = The user is not prompted for the INSTALLER field when entering new Orders and Point of Sale Contracts.

106. SALESMAN STOP? (Located on screen 5)
A new setting has been added to this previously existing flag. The value of this field was not changed during the CDMS 6.03.00 Update Procedures.
N = The user is not prompted for either salesman field when entering new Orders and Point of Sale Contracts.
Y = The user is prompted for SALESMAN 1 only, when entering new Orders and Point of Sale Contracts.
B = The user is prompted for both SALESMAN 1 and SALESMAN 2 when entering new Orders and Point of Sale Contracts.

109. USE SUNDRY LIFO COST? (Located on screen 5)
This new flag is used to control the maintenance of a LIFO cost on non-roll goods in the Product File. If set to 'Y', a process to move the cost to the average cost and the LIFO cost, to be run once a year, becomes available, as well as the option to select the LIFO cost on the Inventory Stock Status Report. This flag has been set to 'N' during the CDMS 6.03.00 Update Procedures.
Inventory Control File Changes (continued)

119. CLOSE INVEN BY STORE? (Located on screen 5)
This is a new flag used to control how to process the Product File Period End procedure in the Inventory Applications module. The value of this flag is set to the value of flag 7. A/R BY STORE during the CDMS 6.03.00 Update Procedures.
Y = Each store within each company needs to be processed individually.
N = All stores are processed during the Product File Period End Procedure.

148. O/E ROLL QTY SHOW AS? (Located on screen 6)
This is a new flag used to control how to display the total SQ-YARDS field for roll goods at the bottom of the Order Entry Line Item Entry screen. The field name changes from SQ-YARDS to SQ-FEET to properly reflect the quantity displayed. The value of this flag is set to 'Y' during the CDMS 6.03.00 Update Procedures.
Y = SQ-YARDAGE displays the total quantity ordered in square yards
F = SQ-FOOTAGE displays the total quantity ordered in square feet
P = AS SELLING PRICE displays the total quantity ordered based on the value of the SQ YD/FT flag used to select how the roll good is sold.

CDMS is on the WEB!

Don't forget, CDMS has an E-Mail Address. Use E-Mail to tell us your suggestions and comments or just to chat and say hello! Our E-Mail address is:

cdms@cdms-inc.com

CDMS also has a Website - If you "surf the net", you can find CDMS on the World Wide Web. We were the first floor covering software dealer with a website address. Upon access to the CDMS site, a series of screens can be displayed along with an interactive, partial CDMS Demo! Our website address is:

http://www.cdms-inc.com

We look forward to hearing from you soon.

CDMS 6.02.00 December 1, 1999 HIGHLIGHTS

Here are some of the new features you can find in CDMS Version 6.02.00.
For a complete list, please read the CDMS 6.2 Release Notes.

Customer Notes

The ability to enter notes for all customers has been added to the Accounts Receivable Applications. There are several design features built into this new application. Up to 999 lines of notes, each 70 characters long can be entered per customer, per day. Each line of notes entered is automatically tagged with the system date. Notes can then be accessed, printed and/or purged for a specified date range. When printing customer notes, the option to print separate pages for each customer has been added for ease in filing and distribution.

The Customer Notes entry screen can be accessed from Customer Account Inquiry while viewing current receivables or accounts receivable history for a selected customer. Refer to the Customer Notes user guide provided with this update package for details and instructions for use.

Completed Cutting Order Adjustments

The ability to make adjustments to Completed Cutting Orders has been added to the Cutting Order Applications. This application was designed to combine the multiple steps required to put merchandise back into inventory when returned from an installation after the cutting order was completed. Refer to the Completed Cuts Adjustments user guide provided with this update package for details and instructions for use.

A/R Menu Selection Changes

The application numbers have changed on the Accounts Receivable back menu. With the addition of selection 13, Customer Notes, numbers 13 through 29 have changed to numbers 14 through 30. The CDMS Access file has been converted to recognize these changes. The CDMS Staff apologizes for any inconvenience this may cause.

Estimate Profitability Report

A new report, the Estimate Profitability Report has been added to the Order Entry Applications back menu. This report, based on the Salesman Profitability Report in the Bookings Subsystem, prints the sales and profit information for all estimates meeting the selection criteria. Selection criteria includes, one or all stores, beginning and ending salesman id or all, and beginning and ending date range or all. A detail or summary report format can also be selected.

All estimates meeting the selection criteria, either Job Cost or Non-Job Cost, are printed on this report. If estimates have been entered, this report can be run at any time without changing any data entered. This report is for statistical and profitability purposes only.

Open Order Sales Analysis
by Category Report

An option has been added to the Sales Analysis by Category Report to provide the analysis information for open orders. Previous to this release, the Sales Analysis by Category Report only processed information contained on completed invoices. The information reported for open orders is based on the data currently entered in the Order File.

This report can be run at any time without changing any data entered. This report is for statistical purposes only.

Customer Service/Claims Reports
Completed

The Service Analysis By Staff Id report has been created to determine service information for the staff id's assigned to each call. The number of calls, types of calls and total charges are printed for each staff id, as well as a total for the report. Detail or summary versions of this report are available. This report is for statistical purposes only; running this report does not effect any service call data entered, and therefore, it can be run as often as desired.

The Service Analysis By Service Type report has been created to determine service information for the service type entered on each call. The number of calls, types of calls and total charges are printed for each service type, as well as a total for the report. Detail or summary versions of this report are available. This report is for statistical purposes only; running this report does not effect any service call data entered, and therefore, it can be run as often as desired.

Customer Service/Claims Reports
Completed
(continued)

The Service Report By Vendor has been created to determine service information for the vendors entered on each detail record created using the Service Call Detail Screen. This report requires that detail information is maintained for each service call entered. The number of calls, types of calls and total charges are printed for each vendor, as well as a total for the report. Detail or summary versions of this report are available. This report is for statistical purposes only; running this report does not effect any service call data entered, and therefore, it can be run as often as desired.

The Service Report By Style has been created to determine service information for the product styles entered on each detail record created using the Service Call Detail Screen. This report requires that detail information is maintained for each service call entered. The number of calls, types of calls and total charges are printed for each product style, as well as a total for the report. Detail or summary versions of this report are available. This report is for statistical purposes only; running this report does not effect any service call data entered, and therefore, it can be run as often as desired.

A/R Statements

The company phone and fax numbers from Company File Maintenance will now print under the company
name when printing the 8 1/2" x 11" statements ( type "L" ).

A/R Control File Changes

Added Flags - The following flags have been added to the Accounts Receivable Control file screen.

18. PRINT ALLOWANCE ON STMT?
Y = The allowance entered on a cash receipt for credit card finance charges, Amount 2 in the A/R Open Item file, is printed and included in the invoice amount on the statement.
N = The allowance entered on a cash receipt for credit card finance charges, Amount 2 in the A/R Open Item file, is omitted from printing.

The value of this flag is set to 'Y' during the update procedure. This value causes no change in A/R Statement processing between version 6.2 and any other previous release.

A/P Control File Changes

Added Flags - The following flags have been added to the Accounts Payable Control file screen.

11. CHECK REGISTER TYPE
D = VOUCHER DETAIL Prints all voucher information for each check created.
S = SUMMARY Prints the totals only for each check created.

The value of this flag is set to 'D' during the update procedure. This value causes no change in the printing of the A/P Check Register between version 6.2 and any other previous release.

Payroll State Tax Code
File Changes

Added Flags - The following flags have been added to the Payroll Tax Code file for State Tax codes only. Currently, Colorado is the only state requiring this feature.

35. ROUND TO THE NEAREST DOLLAR?
Y = Calculates the employee state withholding tax to the nearest dollar as defined by the Round Up After value.
N = The state tax withheld is calculated in exact dollars and cents.

ROUND UP AFTER (AND INCLUDING)
Enter the value in cents at which the tax withheld is rounded up to the nearest dollar. The tax withheld is rounded up when the cents portion equals or exceeds the Round Up After value. The tax withheld is rounded down when the cents portion is less than the Round Up After value.

The value of this flag is set to 'N' during the update procedure. This value causes no change in the calculation of payroll between version 6.2 and any other previous release.

CDMS is on the WEB!

Don't forget, CDMS has an E-Mail Address. Use E-Mail to tell us your suggestions and comments or just to chat and say hello! Our E-Mail address is:

cdms@cdms-inc.com

CDMS also has a Website - If you "surf the net", you can find CDMS on the world wide web. We were the first floorcovering software dealer with a website address. Upon access to the CDMS site, a series of screens can be displayed along with an interactive, partial CDMS Demo! Our website address is:

http://www.cdms-inc.com

We look forward to hearing from you soon.

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