Functional Improvements and Changes
Search Expressions Lookup
The lookup in the field Search Expressions in i.e. the Bill of Materials or Sales Prices has been changed.
You will now see the VarDim Types in the same sorting as in the VarDim Master and not on alphabetical order.
E-Mail Functionality
We now also included the TRIMIT E-Mail functionality in the following reports:
116 Statement
117 Reminder
118 Finance Charge Memo
6036850 Sales Statistics Report
We also added a new field in the E-Mail Template: Log E-Mail do determine if and how a send E-Mail (via the TRIMIT E-Mail Functionality) should be logged:
You can choose the following three options:
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Yes |
A send E-Mail will be logged and the Attachments will be included in the Log. This also makes it possible to Re-Send a logged E-Mail. |
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Yes (Without Attachments) |
A send E-Mail will be logged and the Attachments will not be included in the Log. Therefore, you cannot Re-Send a logged E-Mail, but have to send the E-Mail again via the original document. |
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No |
A send E-Mail will not be logged. |
External Documents – Service for Printing Matrix
In the External Documents of TRIMIT, the lines with the information of the VarDim Order in which no Value has been entered on the Sales-/Purchase Line will not be printed anymore.
We also created a special service for printing a Matrix. This is now handled via Codeunit
6036541 TRIMIT Service Print Matrix.
This is applicable on the following external documents:
6036700 Sales - Quote TRIMIT
6036701 Sales - Order TRIMIT
6036702 Sales - Invoice TRIMIT
6036703 Sales - Credit Memo TRIMIT
6036704 Sales - Shipment TRIMIT
6036730 Purchase - Order TRIMIT
Bottleneck Functionality for Matrix Masters
If you want to work with limited capacity by using the TRIMIT Bottleneck functionality, it is now also possible for Sales Lines that are entered via a Matrix, and not only for Sales Lines entered with Type Item.
This means that for every cell in a Matrix a Temporary Bill of Materials will be generated to determine if the capacity on the Bottleneck Work Center is still available.
The message might look as follows:
Instant Reservation of Masters deleted
The functionality regarding Replenishment Policy Instant Reservation of the Master/Item has been deleted. Therefore, the only options left are Inventory or Order.
In addition, the Action in the Production Collecting Order for Generate Prod. Collection Order Lines has been changed; the option On the Basis of Instant Reservations has been deleted.
Deletion of this functionality has impact on more than 66 objects, and four objects have been deleted:
Type ID Name Version List
Table 6037005 Instant Reservation EXPIRE,T11.0
Table 6036395 Call Conv. Instant Reservation EXPIRE,T11.0
Page 6037025 Instant Reservations EXPIRE,T10.0
Codeunit 6037405 Delivery Management EXPIRE,T10.0
Explode BOM in Transfer Orders
In case you have a Transfer Order with Assortments, it is now also possible to explode the BOM of these Assortments – meaning it show the individuals Items that are part of the Assortment instead of the Assortment Item.
The Function Explode BOM has been added to the Line Action pane, Functions.
Example:
We have a Transfer Order with an Assortment Matrix for Master 2020
Clicking Functions, Explode BOM on the Assortment Matrix Line will now result in:
Create Pick Documents with Special Sorting
In the Report Create Sales Order Pick (6036780), we have added an extra parameter for the Sorting.
This Parameter determines in which order the available inventory will be assigned to open Sales Orders to create the TRIMIT Pick Documents.
You can choose between the following three options:
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Customer Allocation Priority |
The Sales Orders will be sorted based on the Customer Allocation Priority field in the Sales Order Header and the Order Date field in the Sales Header. This option was also the sorting in previous releases. |
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Order Date |
The Sales Orders will be sorted based on the Order Date field in the Sales Order Header |
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User Defined |
The Sales Orders will be sorted based on a User Defined Sorting No (in Table 6036335 Temp. Pick Priority Temp) that can be filled by customizing event Pf_OnAfterPriorityListCreated(tempPickPriorityTemp_loc) in Codeunit 6036780 Pick Handling. |
Messages regarding Availability in Orders
In previous releases, when you enter a higher quantity in i.e. a Sales Line or Matrix, then there is available you would get a dialog with the message, in which you needed to click OK.
As of this release, it will not be a dialog anymore, but simply a Notification. Therefore, you do not have to click OK anymore, but can simply continue.
Complaints
The functionality for the TRIMIT Complaints has been completely redesigned:
- You can get Posted Sales Invoice Lines with a new Search functionality
- We will be using Sales Return Orders for the returns that includes Items being send back
- We will be using the standard Return Reasons (table 6635), which will also be included in the new TRIMIT Sales Statistics
- Completed Complaints will be written in their own special Tables – instead of a Boolean in the regular Complaints tables.
- FactBox Complaint Lines Details with all related Documents that will be created during the Complaint handling.
The several options have been simplified.
This will be described in details in a new White Paper – TRIMIT Complaints BC13.
1 Solution Suggested By Customer
The suggested solution by customer can be Refund or Replacement.
2 Return Reason Code
In the Return Reason Code, you are able to enter the defaults for Solution Customer, Free of Charge, Solution Vendor and Default Location Code.
3 Solution Customer
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Sales Order |
Sales Credit Memo |
Return order |
Production Order |
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Credit Memo when |
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New Item to Customer |
No Item Returned |
Item is returned |
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Refund |
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Yes |
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Refund + Replacement |
Yes |
Yes |
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Refund on Return |
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Yes |
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Refund on Return + Replacement |
Yes |
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Yes |
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Replacement |
Yes |
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Repair |
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Yes |
4 sales Replacement document Type
You can choose between Order and Invoice
5 Solution Vendor
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Purchase Order |
Purchase Credit Memo |
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Refund/Reduction |
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Yes |
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Replacement |
Yes |
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Replacement (Drop Shipment) |
Yes* |
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* Raised as Drop Shipment to Sales Line and only valid if Solution Customer is set to Replacement |
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Besides the fields in the Card, also the functions have been redesigned, on the Header:
And also on the Lines:
The Reason Codes have been extended with special fields for the Complaints:
Master Wizard extended with “Create From Blank” and Maintain
When starting the Wizard you get a first option, and you are able to create a new Master without copying information from another Master Create Master from Blank. You are also able to change information of a specific Master Maintain Master:
When choosing for Create Master from Blank:
You enter the new Number and Description 1
You select the VarDim Types of the VarDim Master
You enter the mandatory fields like Posting Groups.
You select the Variants of the VarDim Types.
When choosing for Maintain Master:
You enter the Master Number that you want to maintain.
You can select new Variants for the VarDim Types.
Item/SKU Maintenance
In the Item Maintenance and the SKU Maintenance, we have added extra filters:
Item BOM
Master BOM
Assortment
This can i.e. make it easier to change the fields on the individual Items in case they are Assortments.
Master Analysis Matrix
We have added new options in the options of the Master Analysis Matrix:
Show All X-Axis values (Sizes)
Show All Y-Axis values (Colors)
These options will show all columns (X-Axis) and/or lines (Y-Axis) of a Matrix, even if there are no Sales Orders or Availability for them.
Sales Statistics
We have redesigned our TRIMIT Statistics with extra options.
You are able to Print, E-Mail, Page (show on screen) or export it to Excel (Excel List or Excel Formatted)
You can do this based on Real-time or Statistic Date (based on the last saved data of the statistic).
You can group (get sub-totals) by three different fields.
Fields for Series 1 and Series 2 are the same, as well as the filters for them.
Also the Setup for the Statistic has been redesigned
This will be described in detail in the White Paper – TRIMIT Sales Statistics BC13.
In addition, you are able to include the Sales Statistics by using the PIR (Product Information Repository) into the other portals (SA, B2B, and InSite)
New Role Center TRIMIT Small Business WebClient
Specifically for using TRIMIT in the Web Client, we have created a new Profile for the TRIMIT Small Business Role Center: Page 6036310 Small Business RC Webclient.
In this Role Center, we have rearranged the functions, so it is easier to create new documents.
If you would have chosen 6036303 Small Business RC TRIMIT, it will look as follows:
For the Windows Client, the Role Centers 6036303 Small Business RC TRIMIT and 6036310 Small Business RC Webclient will look the same:
Extended Location Management Deleted
Because TRIMIT is since TRIMIT 2013R2S already completely integrated with standard WMS, we have decided to delete our own functionality for Extended Location Management.