What's New in Order Entry 6.0

Order Entry 6.0 includes the following new features and improvements:

In Product Update 1:

• You can now return serialized and lotted items to a location other than the location from which the items were shipped. (Previously, if you shipped and invoiced an order that included serialized or lotted items, and then selected the invoice in Credit Note Entry and tried to change the ship-to location, serial and lot numbers for the items were cleared.)

• Changes to Support Payment Processing

Order Entry supports Payment Processing, a Sage ERP Accpac program that lets you process credit card payments from your customers. You use it with Sage Exchange, a secure payment-processing application that integrates Sage ERP Accpac with Sage Payment Solutions.

After you install Payment Processing and Sage ERP Accpac 6.0 Product Update 1, the following features are added to Order Entry:

• In Accounts Receivable, a new payment type ("SPS Credit Card") is added to the list of available selections on the Payment Codes setup form. In Order Entry, when you select a payment code that uses this payment type, you can pre-authorize or process a credit card prepayment for an order, shipment, or invoice.

• On the Order Entry, Shipment Entry, and Invoice Entry forms, you can click the Prepayment button to process or void a credit card prepayment. On the Prepayment form, when you select a payment code that uses the SPS Credit Card payment type and add a prepayment, Charge and Void buttons become available and allow you to process or void a credit card prepayment for an order, shipment, or invoice.

• On the Order Entry form, three new buttons — Pre-authorize, Capture, and Void — allow you to pre-authorize, capture, or void a credit card prepayment.

• On the Shipment Entry form, a Capture button allows you to capture a pre-authorized credit card payment. If no pre-authorized credit card payment exists, a Prepayment button appears instead and allows you to process a prepayment.

• On Order Entry forms where you can pre-authorize or process a credit card prepayment, a Processing Code field allows you to select a processing code, which specifies the bank, currency, and Sage Payment Solutions merchant account that will be used to process the transaction. (You set up processing codes in Common Services, under Payment Processing.)

In the 6.0 Release:

• Changes in Processing to Respect New Fiscal Period Locks

Order Entry version 6.0 supports changes to Common Services' Fiscal Calendar.

Fiscal periods are now locked separately for each Sage ERP Accpac program, including Order Entry. Although this change does not affect the way you enter transactions, you should note the following points:

• The program checks the status of a fiscal period when you enter certain dates in Order Entry documents.

• Day End Processing (in Inventory Control) is not affected by locked fiscal periods.

• If the period is locked for Bank Services and the Locked Fiscal Period option is set to Error, you receive an error message when you add a receipt or print a refund cheque. (Otherwise, no warning or error appears.)

Day End Processing creates transactions for General Ledger, Accounts Receivable, and Project and Job Costing (depending on your system and settings) and updates costs, as usual. However, if a fiscal period is locked for a ledger receiving these transactions from Inventory Control, the transactions may fail to post in that other ledger.

Upgrading from an Earlier Version?

• If you are upgrading from version 5.5, see Changes in Order Entry 5.6.

• If you are upgrading from version 5.4, also see Changes in Order Entry 5.5.

• If you are upgrading from version 5.3, also see Changes in Order Entry 5.4.