KCSI Knowledgebase

SIMMS 7.3.6 has been Released

Will Heigh — Wed, 01 Sep 2010 06:46:03 GMT

SIMMS Inventory Software Version 7.3.6 has been released

Automotive Maintenance Module

Case #2366 – We have created a new Automotive Maintenance Work Order Module to give businesses in the Automotive Maintenance industry a software solution more complete for their needs. For more information, refer to the User Manual attached to this knowledgebase article.

Contact Management

Cases #4040, 4059, 4068, 4074 and 4075 – We have overwritten an issue where some users were getting an exception error when attempting to add a new Ship-To address to a customer.

Installation

Case #4071 – Several users have had the installer fail due to Windows 7 x64 not supporting .NET Framework 3.5 service pack 1. We had to run .NET Framework 4 manually when this would happen. Therefore, the new installer contains .NET framework 4.0 as a prerequisite.

Item Manager

Case #4111 – We have enhanced the Vendor for Repair option. You can now sort the list of displayed items in this window by their Categories.

Reports

Case #3968 – We have added alternate shading to transaction reports. Some clients who fax transaction reports have asked that we create external versions of the reports without the shading.
The file labeled external report.rar attached to this knowledgebase article contains these reports.

Important Notes:

- .NET Framework 4.0 is required for this release.

- If you are running Microsoft SQL 2008, please make sure you have installed SQL Server 2008 service pack 2 provided by Microsoft ™.

- SIMMS Upgrade can be found at http://setup.kcsi.ca/

Upload External or Custom Reports

Jim Klapp — Fri, 27 Aug 2010 02:35:55 GMT

To upload an “External/Custom” report into SIMMS.

Copy External Report
From your SIMMS Startpage, select “Setup”
Select “Settings”
Select “Global Settings”
Select the “Reporting” Tab
Select the “Blue Hyperlink” (This is the path to your report directory) under “External Reports”.
Paste your External/Custom report in the “RPT” folder
Enable Global Setting “Use External Editable Reports Instead of Internal Reports”
Select “Save”.

Note, this will overide your SIMMS Internal reports with the External reports that have been uploaded into your "KCSI/SIMMS/RPT" Folder.

Every second line item is black when I fax my transaction reports

Sheldon Kornyk — Fri, 27 Aug 2010 02:07:11 GMT

Due to customer demand, our development staff has modified SIMMS Transaction Reports to include alternate shading to seperate line items on all transaction reports. Unforunately, when faxing these reports, the shaded line item appears black. To correct this issue you will need to replace your internal transaction reports with our External reports (See below for attached). Instructions as follows:

Replacing your Internal Reports with External Reports:

1). Unzip and copy the attached reports. Reports Included:
- rptQuote.rpt ... Sales Quote Report
- rptTransaction.rpt ... Invoice Report
- rptTransactionReceipt.rpt ... Receipt of Goods Report
- rptTansactionSalesOrder.rpt ... Sales Order Report
- tr1.rpt ... Purchase Order Report

2). From your SIMMS Startpage, select "Setup".

3). Select "Settings".

4). Select "Global Settings".

5). Select the "Reporting" Tab.

6). Enable "Use External Editable Reports Instead of Internal Reports".

7). Access your SIMMS Reports directory by selecting the blue Hyperlink, located directly below your "External Reports" Setting. Path: C:/Program Files/KCSI/SIMMS/rpt

8). Select "Save" in your Global Settings to commit your changes.

Please contact our Support Staff if you require further assistance.

SIMMS 7.3.4 Released

Will Heigh — Fri, 02 Jul 2010 01:27:39 GMT

SIMMS Inventory Software Version 7.3.4 has been released

Release Notice: Version 7.3.2, 7.3.4 were released two weeks apart. Please make sure to review both release documents.

Reporting Enhancements

Case #3893 – We have added alternate shading (grey, white, white, etc.) to separate line items on internal sales order, invoice and purchase order reports.

Case #3892 – We have enhanced the AR Statements report.

Case #3902 – We made the following modifications to the job card (by category tree) report:

Converting the report to a landscape layout so that the Item Descriptions fit

Adding items' Standard Cost to the right of each item.

Serial Number Management Enhancements

Case #3949 – We have fixed an issue wherein if you did a transfer and inserted a serialized item from a location to another location, then inserted another line item (same item) from a different location but the same To location, the Serial Number Manager could not handle the assignment of the serial numbers.

Case #3950 – We have added the ability to force receive an item with a serial number in the RMA (Service & Returns) Module by creating a new RMA, choosing an item, assigning a serial number to the item being returned.

Transactions (General) Enhancements

Case #3876 - We have fixed an issue where you were unable to adjust the Proposed Shipping date when generating a purchase order from a sales order (or a sales order from a purchase order), the date field was not available.

Case #3891 – We have fixed an issue where after the 7.3.2 upgrade transaction screen labels were not visible due to a color change made in the screen for purchase order receipts, sales orders and invoices.

Item Manager Enhancements

Case #3903 – We have added the Manufacturer's Part Number field to the advanced search screen, so you can look up items by the manufacturer's part number assigned.

Case #3904 – We have fixed an issue where if you were in a category looking at items, then searched for an item in a different category then clicked Retrieve, the item was not retrieved into the Item Manager (the search only worked if you selected All Categories prior to searching).

Case #3951 – We have turned the Manufacturer's Part Number field into a User-Defined field. To change the label for this field, proceed to Setup>Settings>User-Defined fields>General tab>Text Box 12.

SIMMS 7.3.2 Released

Sheldon Kornyk — Wed, 30 Jun 2010 09:05:11 GMT

Author: SIMMS Support Team
News Release Announcement Date:　June 08, 2010

SIMMS Inventory Software Version 7.3.2 has been released

Below you will find a summary of the modifications found in SIMMS Inventory Software Version 7.3.2

Alerts

Case#3640 – We fixed an issue where when you received an alert " There are Back Ordered Sales Orders to be Filled" and filled all of the Back Orders from that screen. Then returned to the alert screen, the alert is still there, and when you open it and choose "preview" nothing was there. Now when they are filled the alert goes away.

Branch Management

Case#3858 - If the branch management was not completely setup we have added a warning message displayed when you log in to the Database telling the user to finish setting up the branch management.

Installation

We have changed the installation site in order to make the installation easier, now pick the option that applies to you and either run the small setup file or download and run on your computer, the installer will download and install only what your computer needs to operate SIMMS. Please make sure to pick the right installation option (descriptions are self explanatory)

Item Manager

Case#3843 - Price levels function enhancement, before this release you can set SIMMS to use % markup price level pricing or $ price levels globally however there was no way to assign % markup price level pricing for some items and fixed $ price levels for other items. Now you can... just select the item you wish to use $price levels for and uncheck the %price level option and now that selected item uses $ Price levels

Note if person opts to copy the %markup pricing for all items, items in same category or sub category then any item with a fixed $ price level will not be changed because if the item is $ price levels then the user clearly does not want % price levels for the item to be copied over

Case# 3738 – We have added the ability to assign as many category/subcategories to an item as you wish, this is handy for example if you are in the auto parts industry and a washer may work for a Dodge and GM (2 categories for 1 item) and need to be able to assign that part to more then one category. In order to do this we had to change the category / subcategory functionality a bit.

We have combined Category and Subcategory setup into one menu option under setup called Categories and Subcategories

The Categories are created in this new screen quite easily, at the top of the form on the left you will find an option called “drag new category/subcategory” just select this option and drag it below in the grid where you wish to add your new category or subcategory, then type in the name for the addition.

The new category screen will also illustrate how many items are currently assigned to the categories along with the auto generated SKU created from the SKU manager where used.

In the Item manager you still have to assign a default category just like before and to create a new category on the fly just click the ... to the right of the default category field

In the advanced tab of the item manager you will notice a new section called category subcategory assigned, here you can see what you currently have assigned to the item, you can also click the clear link to wipe out the association, and to modify the categories, just click the ... on the bottom left of the new object.

When you click the ... you will find the following screen open, just put a check mark in the select column to the right of the category and/or subcategories you wish to assign to the item then click save and close.

Kitting (BOM)

Case#3795 – Before this release if you assign default locations to the items and if the item is a component of a phantom kit, when you insert the phantom that uses another default location the components all get inserted using that same location and not the default locations assigned to them. Now we have added a new setting to global settings in the Kit (BOM) tab: “Use default item location for phantom kits” When checked, the phantom item location will use the default assigned to the component.

NOTE: if the component doesn't have a default location assigned the system will use the phantom kit assigned location.

Case#3841 – We have enhanced the process of adding components to kit schema's, before this release in order to add items as components to a kit schema, you had to click new component, search for an item select it and insert it one by one, but what if you have to add a whole category of items? If there are say 20 – 30 items to be added to a schema from a single category it takes too long. We have added the ability to insert whole category of items and even cherry pick items from a category giving you the ability to insert more then one item into a kit schema at once.

All you have to do is select the kit, then click add Category, then verify the items you wish to insert “deselect the items you don't wish to insert” then click return selection to insert the selected items from the category into the kit schema.

Case#3784 – We have added the item UPC field to the Kit build queue screen.

Case#3842 / 3848 – We have added a couple of extra user rights related to kitting and kitting project management, “Access to book time” and “access to book time rate/total”.
"Access to book time" Allows you to book time but does not show labour rates and you can't print the project detail report, also time booked is not reflected in the cost totals for the user with no permissions..
"Access to book time rate/total" allows you to book time and see labour rates ** Must also have Access to book time checked of" All info including labour total labour costs show in reports

Case 3844 – In Kit project management we have added the ability to enter Contractor Job bills, In order to add contractor bills to projects we had to modify the design of the project management detail screen adding tabs in order to keep the cost types separate, we also link vendor invoice entries to the manual vendor invoice screen enabling the user to associate an invoice from a project and stage to a vendor payable, by using this new feature the contractor bills will show in the Vendor Invoice tab of the project detail screen.

We have added a new grid to the project management screen that shows the contractor bills, also from this new grid you can enter new bills and when you enter the bills they show up as new manual vendor invoices automatically. The new grid will have to display the vendor (contractor) the date of the invoice, invoice number and price.

We will also have to add the additional information to the project report and all project totals.

Replenishment Manager

Case# 3839 – Now if you are using branch management you only see what needs to be re ordered for the branch you are currently logged into from within the replenishment Manager.

Reporting

Case#3829 – Item Transfer Bill of Lading Report, We have added another print option to the item transfer report option in the reporting tab of global settings called Transfer bill of lading if this is set to print or ask to print a bill of lading will print after completing a transfer of items.

Case# 3769 – We have enhanced the top 20 customers report to show more valuable information.

Case#3747 – we have enhanced the Items Sold at discounted prices report found in the Modules->Sales->Reports-> menu

Case#3761 – We have enhanced the Sales Gross Profit Report

Serial Number Management

Case#3786 – You can now return serial numbers when completing a credit memo related to an invoice.

Case# 3822 – We have enhanced the RMA module so you can track user serial numbers as well as standard serial numbers.

Service and Returns Module

Case# 3202 – Ability to return product without prior purchase info as well as return inventory to a vendor without having to select previous receipt info and also the ability to return single kit components, screenshots and illustrations below;

You can enter serial number to find item, Enter the item, or choose from a list of invoices, If you choose an item (not from a list of invoices, or previous serial number) you can continue.

You enter a location to return your inventory into

You now have the option of returning inventory (product) without prior sales info.
You also have the ability to return to a vendor without using the prior receipt information!

If you have purchased a kit with a BOM you have the option to just return a single component from that kit!

SIMMS Version 7.3 has been released

Sheldon Kornyk — Thu, 15 Apr 2010 04:54:00 GMT

Author: SIMMS Support Team	Applies To: SIMMS Inventory Management Software Version 7.3
News Release Announcement Date:　April 15, 2010

SIMMS Inventory Software Version 7.3 has been released

Below you will find a summary of the modifications found in SIMMS Inventory Software Version 7.3

Commission Manager Enhancements

Case# 3674 – we have enhanced the sales commission manager screen to show you the calculated commission total per line item in the grid and report, and made the report easier to understand.

Contact Management Enhancements

Case# 3632 – Now you can add zip codes that are 4 characters long when setting up ship to address's.

Kitting (BOM) Enhancements

Case# 3624 – We have added a new check box indicator " Is Kit" in the Advanced Tab of the item manager, this indicator is read only and lets the user know if the item is a kit item.

Case# 3410 We have enhanced the Kitting process enabling you to enter scrap qty required per line item.

To use this feature just enter a value in the waste Qty field on the right hand side, this will increase the qty required field requiring you to commit more qty for the completion of the kit build. The value of the waste cost is automatically displayed on the left in the waste cost field indicating how much of the total cost of the kit build was waste.

Case# 3525 – We have modified the Forecasting functionality, now you can see all levels of the kit in the forecast screen and order for all levels at one time.

To use this new feature rich kit forecasting screen

click the forecast button from the kit build, then;
expand the tree if required by clicking the “+” to the left of the kit name, (this enables you to review all levels of the kit should it contain sub kits);
Click Select all for PO (bottom left) to add all shortages to a PO
click the “include sub-kits” option if you wish to order the actual sub-kit main item;
Click “include master-kit” option if you wish to order the actual kit item;
If you wish select the required date, this date is what will be displayed in the PO as the PO required date;
Click create PO to create a PO for the shortages.

Case# 3529 – We have enhanced the Kitting module the following ways

Now if you start a Kit and close it without completing it, the kit is automatically added to the kit build queue, so you can easily re-launch the build, review the status etc.
We have added Color coding to the Kit build queue, if a kit is displayed in red you know there are shortages and components have to be ordered or built.
If you click the option on the bottom of the screen “ add shortages to Replenishment” it will pass the shortages to the replenishment module for PO generation.

In the Replenishment Module, if you select Include Build Queue, the shortages you passed to the replenishment module from the kit queue are displayed in order for you to generate PO's for or add to RFQ.

Case# 3528 – We have added a print button to the Kit build queue enabling you to print the information displayed in the kit build queue.

Case#3657 – We have enhanced Kitting so if you add more items to the kit while building the kit and if there are shortages they show as shortages in the kit build queue

POS (Point of sale) Enhancements

Case# 3653 – we have enhanced the point of sale module to work with weight barcode tickets. Each UPC will be unique to the item's weight x std price. bar code label is generated from an outside source (Scale printer), where the barcode will contain the item code and net price, each barcode for the item will be singular and infinite since barcodes are generated from the items'' weight x price. SIMMS POS / Sales Transactions is now able to read these unique barcodes without the barcode existing in SIMMS prior to scanning. The formula used is item 2/sku/price check digit/price/Check digit

Purchasing Enhancements

Case# 3556 – We have fixed an issue where when you completed a po then started another new one from the same screen, the ship via box didn't clear.

Reporting Enhancements

Case#3683 – We have added a new report to the Inventory, Operational Reports, Items Reports Menu called, “Items Assigned to Vendor Report”. This report generator enables you to select a specific item to report on or all items and illustrates what vendors, are associated to what items along with the (VPN) – Vendor part Number information

Server Agent – (SSA)

Case# 3564 - Price and Cost fluctuation alerting has been added to SIMMS, Now if you define the cost and/or price fluctuation alerting in global settings and enable the alert in SSA you will now get alerted if your cost/price fluctuation point gets hit both via the SIMMS alert and E-mail alert if you enable e-mail alerting in SSA

Case# 3234 – We have moved all alerts from SIMMS in the SIMMS Server Agent (SSA), this service gets installed separately on the server or computer hosting the SIMMS database and watches for SIMMS alerts. By moving this process to a server service the SIMMS Clients are much quicker.

Case# 3712 – We have added a scheduler to yellow triangle to check the alerts at each min or sec, The alerts will be available based on user scheduler in SSA.

NOTE: SSA is Now manditory on the computer hosting the SIMMS database only and must be installed if you wish to use the SIMMS alerting.

An important part of this new SSA application is the ability to schedule an automatic e-mail of the sales agent daily gross margin report.

Service and Return Enhancements

Case# 3561– We have fixed an issue where the RTVIN (same Item, Refurbished) was not associating User Serial Number

Case# 3652 – When returning invoices you can associate an additional charge during the return process, we have added this same capability to the process of returning a receipt of goods.

Stock Keeping Unit (SKU) Enhancements

Case# 3618 – We have added tighter security over an option in the item manager (SKU -> Re-assign SKU), by adding an option in the user manager that enables or disables user access to the SKU - > Re-assign SKU option, if disabled the link is greyed out.

SIMMS Inventory Software Version 7.2.8 has been released

Administrator — Mon, 08 Mar 2010 06:41:00 GMT

Author: SIMMS Support Team	Applies To: SIMMS Inventory Management Software Version 7.2.8
News Release Announcement Date:　March 2, 2010

SIMMS Inventory Software Version 7.2.8 has been released

Below you will find a summary of the modifications found in SIMMS Inventory Software Version 7.2.8

Reporting Enhancements
The Quote Report has been augmented, therefore users of customized quotes must re-export the quote form and customize it.

Accounting Enhancements
Case# 3229 – The Export to Accounting Software module has a new feature, wherein the ability has been added to synchronize sales invoices, items, customers, vendors and purchase receipts of goods with Simply Accounting. With this added option users can enjoy the power of advanced inventory control within SIMMS but continue to use Simply Accounting for their accounting needs.

Case# 3431 – In the Export to Accounting Software module we have added the ability to synchronize different branch transactions into a Simply Accounting database. Each branch can use use different G/L accounts when synching transactions. Also, each branch will only synchronize the transactions generated in this branch -- when synchronizing only the data related to the branch logged into will synch. Also, we have added a button to the Export Screen enabling users to quickly login to an alternate branch.

Case#3430 – in the Export to Accounting Software module we have added an end of sync report that prompts to print once you have completed a synchronization to an accounting package, this report shows the account description used and illustrates what transactions were transferred along with values.

Case #3054 – The Export to Accounting Software module now supports Australian Quickbooks.

Case#3487 – We have enhanced the FIFO and Valuation sections to allow for four decimal places should users opt to employ four in Global Settings.

Case# 2754 – When you create a new client you can now associate a beginning balance from an easy-to-use screen. Just select your customer/vendor then click Edit to open the master file in Edit Mode then from the Advanced tab of the Contact Manager screen you can enter an Opening Balance value and click Sset. The system will ask for a miscellaneous charge of item to associate to the charge (if users do not have one set-up they can click the ... to the right of the Charge field to create a new miscellaneous charge). Once you have selected the charge, verify the opening balance date and click Save. Now the AR or AP record is created and your customer/vendor has a defined opening balance.
NOTE: Users can only set this once per client and cannot set the opening balance if any transactions with the client have already been entered.

Fulfillment Manager Enhancements
Case#3179 - In the Fulfillment Manager, we have the option to "Select Filled Qty For Invoice". The same rules now apply for pick lists, ie.e "Select Filled Qty For Picking". In addition, we added the option "Select Filled Orders For Invoice". This option would only select orders with all items filled. This has been added as well for pick lists, i.e. "Select Filled Orders for Picking".

General system Enhancements
Case #3385 – We have incorporated faster, quicker-loading grids in several places like the Find Transactions screen, Setup>Shipping Methods screen, Setup>Tax Codes & Tax Schedules screens, Contact Manager screen>Sales/Purchases tab, Inventory>Stock-on-Hold screen, Inventory>Serial Numbers screen, Inventory>Shipping Manager screen, Inventory>Physical Count>Physical Count Data screen. These grids enable you to quickly shrink down the results by typing text in any of the column fields above, or sort by column and/or re-organize the columns in an order you prefer. Users can remove columns from the grid for their own computer display so that whenever they open a form on their computer the system remembers and only displays the layout last used.

We have also changed the way users put stock on-Hold. Users no longer have to enter information in an upper area to have it appear in the grid. Instead, users can work right in the grid for ease of use.

Case# 3125 – We have added a second address line in the address manager, company manager and contact manager, so now all address fields in SIMMS including transaction reports are in sync displaying all address fields the same for ship to, bill to and company address information as well.

Item Manager Enhancements
Case#3309 – We have added the ability to copy a defined item into a new item. This way if you users similar items all they have to do is click the Copy icon, give the new item its own unique Item Code, UPC and Description then Save. The system will copy the rest of the settings from the other item.

Case# 3374 We have added the ability to define each price level by percentage mark-up from Standard Cost instead of hard coding a price to each level. We have also added three additional options (buttons to the bottom of the price levels) as follows:

Update modified price levels for all items in SIMMS (WARNING: This will change the price levels for every item in SIMMS to the Price Level settings on this screen);
Update modified price levels for all items in the selected Category (WARNING: This will change the price levels for every item in the category the selected item belongs to);
Update modified price levels for all items in the selected Sub-Category (WARNING: This will change the price levels for every item in the lowest level sub-category the selected item belongs to).

Case#3421 – On the Prices tab of the Item Manager we have added a snapshot option -- if users click the Toggle Switch image under the Cost label it will open and load a grid that shows the following:
MTD YTD LYR
Units qty:
Sales $:
G/P%
-------------------------------------------------------------------------

Current Stock-on-Hand = ?? (?? = total Stock-on-Hand totalled from all locations)

Note: MTD = Month-to-date, YTD = Year-to-date, LYR = Last Year, Units Qty = Total Units Sold, Sales $ = Net Price of Uunits Sold, G/P%= Gross Profit of Items Sold using Standard Cost as gauge.
Note: The system will remember how you left this screen so if users leave this option enabled the next time the Item Manager loads on the computer it will load with the grid open. To disable this option, just click on the Toggle Switch again.

Kitting (BOM) Enhancements
Case#3451 – We have added the ability to print the kitting (BOM) Job Card and sort by Category Tree, grouping the components by category/sub-category.

We have also added a button to the right of the Kit Building screen called Group by Category Tree. If users click this button, the grid view will be grouped by Category/sub-category.

Case#3398 - We have added a Gobal Setting to show all sub kit levels on purchase reports (there was a setting like this but it only showed one level -- we have enhanced this setting to show all levels). The new setting is called “Include All Level Kit/Sub-kit Components”. Users can only have this option enabled or the option to show kit components (first level) selected but not both.

NOTE: For sales documents it uses the actual built schema. If it differs from the default schema, and for purchase documents, it uses the defined kit schema in the printout.

Purchase Transaction Enhancements
Case#3517 – We have added a column "On PO" in backorder-sales orders only to show the un-received purchase order quaitity for the corresponding item/location/mfg.

Reporting Enhancements
Case#3231 – We have added a new report under Modules>Sales>Reports>Gross Margin Report by Sales Agent. With this report a sales person can print out a transaction report showing each sale showing the Gross Margin along with other important information for themselves only. (This report only prints transactions associated to the logged in person running the report as sales agents (unless they are a manager). If they are a manager, they can pick and choose which agents you wish included in the report.

This report uses the latest objects enabling you to pick and choose, all or some sales agents, branches, customers, categories, items, date range and even grouping orders.

This report uses manager grouping permissions;

If the user is set as an administrator in User Setup, they can select all sales agents to report on;
If the user is not set as administrator but however is a manager for other users, then they can only select themselves or the sales agents for which they are setup as managers (from the Manager field below Commission on the Details tab of the User Setup area);
If the user is not set as administrator and if they are not a sales agent manager, they will only be able to see their own related transactions in this report.

NOTICE: Several data sets have been modified related to transactional reports. If you are currently using external transaction reports we recommend re-exporting them and applying your modifications over the fresh exported reports to assure your reports do not fail and have the latest formulas, etc.

Sales Transaction Enhancements
Case# 3321 – We have added a Synapse Credit Card processing interface to SIMMS enabling you to process credit card transactions live in SIMMS via Synapse.

Synapse Credit card processing usage information below:.

In order to use the Synapse credit card processing module you have to enter your Synapse Gateway account id and password in the Transactions (generic) tab of Global Settings. If users do not have a Synapse account, they can register for one by clicking the link at the bottom of the Synapse Gateway form.

Once you have activated the Synapse Gateway, whenever you process a credit card payment in AR the Synapse Gateway will fire, for example:
- Click the credit card link in the Quick Payment screen or select credit card payment method from AR.

- Enter the payment amount then click OK (Users do not have to fill in any credit card info in the SIMMS forms as this is all done in the Synapse forms all you require is the amount).

- Click the Pay button to proceed to the Synapse form

- When prompted, click Yes to process a credit card transaction.

- From the Synapse form users can use the Synapse rolodex to select a saved credit card related to the customer or swipe a credit card or, if need be, manually enter the credit card information, then click Process Sale to complete the credit card transaction. The credit card transaction status is displayed and if complete, click Finish. If the transaction should fail, you are provided an error code and given the opportunity to modify the information in order to try again.

- Should the card not be authorized, users can click Cancel and the SIMMS credit card transaction will not be complete. Otherwise, if successful, click Finish and the SIMMS transaction will be complete saving the authorization code information in the Comments section of the payment in SIMMS.

Users can also employ the Money Back to Customer feature in AR to credit customer credit cards back by selecting credit card as the Method of Payment.

Case# 3230 – We have added the ability in quotes, sales orders and invoices to automatically display the Gross Margin (Net Price - Cost) in a percentile format.

Case#3237 – Now after line items from a sales order are invoiced users can see references to the invoice number(s) and date(s) of invoice(s) related by clicking in the Received column within the related transaction grid for the item.

Case#3153 – We have added item images to sales quotes, sales orders and invoices to the left of each item provided. Users can enable a new flag found on the Reporting tab of Global Settings labeled ”Include Item Images in Sales Transaction Reports”.

Transactions Generic Enhancements
Case#3456 – We have added the ability to assign a default Shipping Method for a customer along with a Shipping Account Number. Thus when users sell to a customer and if associated shipping/account number are defined for the customer the account number is displayed on the Shipping tab of the sales document as well as on the sales print out.

Case#3387 – We have added the ability to use sub-sub categories within transactions mirroring the way they work in the Quick Stock Window. When users select subcategories from within a category the item drop down grid only displays the items within the selected subcategory.

Case#3233 – We have added a branch Button to the Header tab of transactions giving users the ability to change their current branch before starting their transaction (NOTE: Users remain in the modified branch until it is changed again).

Visual Import Manager Enhancements
Case#3279 – We have added a purchase order number field for purchase order imports. If a customer does not have a purchase order number in the spreadsheet the imported purchase order number will be the new number auto-generated -- otherwise the program will use purchase order number from the spreadsheet.

Case#3399 – We have added a Country field to the Contact Import section so now users can import the company's full address (including country).

SIMMS Inventory Software Version 7.2.3 has been released

Sheldon Kornyk — Fri, 11 Dec 2009 03:06:00 GMT

Author: SIMMS Support Team	Applies To: SIMMS Inventory Management Software Version 7.2.3
News Release Announcement Date: December 10, 2009

SIMMS Inventory Software Version 7.2.3 has been released

Below you will find a summary of the modifications found in SIMMS Inventory Software Version 7.2.3

Accounting Enhancements

Case#2921 – We have added the check # field to the data-set for customer statement (simple statement) this way your customers will know the check number they paid a deposit on.

Case#3206 – We have added a new option to user permissions to disable the ability to edit a matched receipt (receipt that has had an invoice received against it.)

We have also disabled the ability to edit a receipt of goods that has been matched regardless of the user permission flag if the period related to the transaction has been locked.

Data Collector Enhancements

Case#3114 - We have added the project management transfer capabilities to the data collector as well so you can associate the project / stage to items transferred using the data collector, this modification works the same way as indicated in the item transfer section found in the project management attachment

Case#3107 – We have added a new Quick PO feature to the Windows Mobile SIMMS program for those customers that wish to just scan items required for PO and have the system associate to the default vendor creating the PO's required per Vendor

How to use it?

- First enable the “Use Quick PO” option in the Settings menu to tell the system you wish to use this feature.

When the option is checked the “Purchase Order” option will open a different screen. By clicking “Add”, the PO screen is open. As you can see there is no vendor selected, you have the “Default vendor Auto-Select” message on top of the screen. The “PO#” label is disabled as well. You will be entering items as usual in this screen

You can see the entered items and eventually delete them by using the “View Items” and “Delete” option. Once done, don’t forget to use the “Prepare for Download” option

In Simms, when using the “From Device” option, you’ll see the default Vendor’s specified in the “Vendor” column in the illustration below when you click “Import into Simms” 2 PO’s will be created one for each vendor related to the items.

E-store (Aspdotnetstorefront link)

Case#3018 – We have totally re-written the estore link in order to bi-directionally sync new items and customers as well as modified items and customer information, also all new orders in estore are synced to SIMMS as Sales Orders. The Sync utility has also been enhanced for quicker synchronization for companies that process hundreds of transactions a day via the e-store.

Case#3125 – Because the estore uses 2 address lines we had to add a second address line in address manager and contact manager within SIMMS in order to accommodate the sync.

Case#3042 – Now all Customers synced from SIMMS to the Estore are coming over as marked in the online database as “over 13” and “registered”.

Case#3063 – We have enhanced the estore sync to include phantom kits

Case#3011 - Now the promotion price and promotion price end date from the item manager is included in the product sync to estore

Case#3096 – We have enhanced the estore sync to include the "Shipping Method" and "Notes"

Export Accounting System Data

Case#3053, 3054 – We have added the ability to export, invoices, bills, Customer / Vendor information along with Item stock status information to MYOB Australia & Quickbooks Australia (Note: the old Quickbooks link module has been rolled into this new module)

Fulfillment Management Enhancements

Case#2706 – in order to facilitate the needs of those companies that have hundreds of orders daily we have enhanced the speed in the fulfillment manager so it loads the filtered orders in seconds

Case#3126 – We have added a picking sheet report to the fulfillment module

Case#3014 – We have re-designed the fulfillment manager giving you the ability to auto transfer items from any location not just the location indicated in the order this way if items exist in an alternate location a transfer document is created and the the sales order can be filled.

- We have added a column to the grid that shows the total sales order value including taxes.

Case#3179 - We have added the option to "Select Filled Qty For Picking" this option only selects orders with all items filled.

Case#3185 – We have added a filter to the recalculate fill quantity to be able to select various warehouse locations to exclude from the recalculation report which generates the transfer.

General SIMMS Enhancements

Case#3118 – We have modified locations so if you have inactive locations they are not shown in location finder list in transactions.

Case#2734 – Now if you import from a SO to create a PO and the SO has the same item on two separate lines on the SO, the PO creates one line with a qty of 2 in other-words all like terms (items) are grouped as one.

Case#3155 – We have added the item manager user defined field 1 field to the S/O, P/O INVOICE, AND RECEIPT OF GOODS reports.

Case#3177 – We have added a lost sales tracker, now when you search for an item and if there are no results you have an option for the system to remember the failed search, if selected the system will remember the details of the failed search along with the date and user associated to the search. We have also added a new report called “print failed search” (button in the enhanced search screen), this report will display all of the failed search details.

Case#3093 – We have moved the mail labels (avery5160) to the contact manager -> report menu from the barcode menu.

Case#3210 – We have added a quicker way to add items to transactions, for quotes select the item then hit the down arrow to go directly to the next line without making other changes to the line item values, for invoices, sales orders, po & receipts hit “ctrl + i” then scan in the upc or select the item and hit tab, once you have tabbed past the upc field the focus is on insert, just hit enter.

Case#3169 – We have fixed an issue where when editing transactions you couldn't delete the first line item in the transaction.

Case#02020 – We have added the ability to associate a upc code with each unique um related to the item, details below;

· In order to use this new feature you must proceed to Setup > Settings > Global Settings -> Items& Stock Tab and enable the Check box “Associate unique UPC with each unique um related to the item”.

· The Radio boxes below allow user to define what kind of UPC management want;

· If “Manage it automatically UPC=Item Code+ UM Related” is checked the system will manage the UPC automatically and based on formula in the radio description the UPC created is unique,

· If “ Manage it manually” is selected the user creates there own upc for each UM however they need to make sure that when they create a new relation to enter a unique value in this field – the system wont allow duplicates or empty fields here.

· NOTE: If you have configured UPC codes using the manual option and if you change the setting to automatic the system will overwrite all user UPC with formula described above.

· Proceed to the unique Unit of Measure Relationship configurator from the item manager or from Setup > Units Of Measure or Item manager > Advanced tab > “Unit of Measure Relationships”

· This area has been modified to protect the data, The link “Copy Relation from template” is invisible when user choose to manage UPC codes manually in order to assure the uniqueness.

· When user clicks on “New Relation” or “Change Relation” in the below illustration the upc codes are set to automatic, however if set to manual you would have to scan or type in the upc code in the upc field once you have defined the UM relationship.

· In POS, Quotes, Sales orders, Invoices, Purchase Orders and Receipts of goods when you enter a UPC code in the UPC field the system works just like before but also selects the appropriate U/M relationship.

Item Management

Case#3176 – We have added the ability to add more then one image to an item in SIMMS

Case#3142 – We have added a new tab in the item manager called “Documents” within this tab you can attach many documents related to the selected item (note you must click edit first in order to open the item manager in edit mode) this will save your files in the sql database, to open the file just click on the file name, you can also see when the file was uploaded and by who.

Case#00311 - We have added a new tab in item manager called "Transactions" within this tab you have 2 filters, “transaction type” and “date filter” this enables you to see quickly what transactions you have related to the selected item and drill down to the transaction from this screen as well.

Item Transfer Manager

Case 2671 – We have modified the transfer screen so it opens in front of the main form and not behind it.

Kitting (BOM) Manager

Case#3112 – We have fixed an issue where After committing a kit build and if the kit built was serialized, if you attempted to invoice or transfer the built kit you could not see the serial number in the available serial number selection screen.

Kitting Project Management Module

Case#2957 - We have added a new Project Management Module under kitting. The point of this custom is to deal with the one time only projects where you don’t know the components required until you are completing the project. The Project manager will act as a container where you can review up to the minute costing of the project along with the sales price thus enabling you to see if you are making enough profit in a project. All time booked to the project will be displayed along with items transferred to the project and grouped by stage so you can easily see by stage what your costs are as well. For Information about this module refer to the attached project management document.

Case#3113 - We have added the ability to track milestones within the project management module, details found in the attached project management document.

POS Enhancements

Case#2864 – We have added the ability to Manually set/edit and auto sequence your POS Transaction number per branch

Purchasing Transactions

Case 2879 – We have fixed an issue where when PO's are Generated form Reordering-Purchase order Module, the default vendor terms, contact name, shipping mode were not displaying on the PO.

Case#2846 – Now when a PO is closed a flag is set to closed. The received field will be set to the real value, based on transaction items row and the flag will be set automatically. When viewing the list of PO's you now can see the following status's: Open, Received or Closed. Note just like fully received PO's you cannot receive against a closed PO.

Replenishment Module Enhancements

Case#2941 – We have added the ability to manage stock levels for all locations through Replenishment Module, from now on the On Hand and Demand are calculated for each location and the grid will contain the default location for each item and also every location found in the Reorder table.

Also, in order to provide more information in replenishment we have added a new column that shows the on-hand qty in other locations in order to let the user know what the stock status is in other locations (other than the one from the selected row).

Reporting

Case#00382 – We have added a new report that can be found at “The Inventory / Operational Reports / Item Reports / Item Reorder Requirements report” this report shows what items have reached their reorder points

Case#3037 – We have added the ability to search for serial numbers using wild cards to the left or right of the serial number in the serial number report generator

Sales Transaction Enhancements

Case#3131 – In sales transactions if you click the Mark up link next to price before inserting a line item, you will see we have added a G/M % field on top of Mark up % this field shows the Gross margin % (% difference from sales price and Item cost) if you modify the % it changes the sale price accordingly, and if you change the sale price it changes the Gross margin% accordingly

Serial number management

Case#00827 – We have fixed an issue where if during a receipt of goods you associate the serial numbers to the receipt but then cancel the receipt causing the serial numbers assigned to stay in the system, now if you cancel the receipt the serial numbers assigned to the transaction get deleted as well.

Case#2987 – We have added a Vertical scroll bar to the results grid

Case#2881 – We have added the serial number and user serial number fields to the rtv-out, rtv-in and shipping packing slip report.

Shipping Manager

Case#3090 – We have enhanced the system so if you have the following flag enabled in global settings “automation tab -> auto-ship for invoices”, not only will the system assume you wish to use the shipping manager but the shipped flag in sales orders and invoices will not be enabled. If the shipped flag is enabled then the transaction will be statused as shipped and the date used for shipment entry would be the transaction date.

Visual Import manager

Case#3116 – We have enhanced the visual import manager so it works with excel 2007 files.

Case#3178 - We have enhanced the Visual Import manager so you can now import your item aliases

Is it possible to import transfer, receipt or sale/invoice with serial number from external file?If not possible are they have another way more easier to scan item_code and serial one by one of item in any transaction? please explain.ex: I have 4 items, 3 items have same item code but not same serial and1 item have different item code from other item come in 1 box ordering as list below | Item Code | Serial |

Sheldon Kornyk — Fri, 09 Oct 2009 02:39:00 GMT

Using the VI (Visual Import Manager) you can import your items, stock and some transactions, the manual can be found at http://www.kcsi.ca/documentation/7.0%20manuals/pdf/7.2%20Visual%20Import%20Manager.pdf I suggest you start there then if you still have some questions contact SIMMS Technical Support.

We are trying to set up a trial of SIMMS Inventory. We installed all the server components successfully. We are unable to install the client/workstation components because our network has a secure gateway that requires users to manually enter a password to get to Internet URLs. When running http://setup.kcsi.ca/SIMMS72/x86/publish/setup.exe, the .exe is unable to download a file, because of this gateway. The error message is "An error occurred trying to download http://setup.kcsi.ca/SIMMS72/x86/

Sheldon Kornyk — Fri, 09 Oct 2009 02:34:00 GMT

SIMMS uses an online installer just like Microsoft updates, if you are behind a proxy server enter your username and pwd with sufficient rights to run this process over the internet, you have to select run when clicking the installer, if you attempt to download the setup.exe and run it locally it will fail.If you can't use the online installer due to security then you can attempt to install manually from http://www.kornyk.com/download/readme.htm but remember to install the prerequisites as well.

We have some customers with credit balances that are more than 2 years old & I would like to clear them out. Would I an invoice for the same amount to cancel each other out. What would be the proper way to handle this.

Sheldon Kornyk — Fri, 09 Oct 2009 02:29:00 GMT

You can Proceed to the Modules, Accounts Receivable, Check Entry - Money back to customer and issue a check to your customer clearing the credit this way.

I have downloaded the software and it asking for a password for the SIMMS software trial

Sheldon Kornyk — Tue, 15 Sep 2009 01:26:00 GMT

The default Username is: admin and password is: admin

Nothing happens when i click the Markup field in transactions

Sheldon Kornyk — Wed, 09 Sep 2009 06:06:00 GMT

Symptom

Nothing happens when i click the Markup field in transactions

Resolution

The reason this is happening is you probably don't have a standard cost or standard price assigned to the item you are attempting to markup, therefore the system can't markup a 0 value, the solution is actualy quite simple, assign a standard cost and/or price to your items and retry.

If for some reason you have not assigned a standard cost to your items you can run the script below to assign a standard cost of $1 to every item in your system

Instructions
Instructions for Setting your Standard COST for all items to $1 ***Warning these instructions will set all of your standard costs to $1***
From the console of the SIMMS database server, backup all databases. If you don't know how please contact technical support or refer to this article: http://kb.kcsi.ca/article.aspx?id=10037&query=backup+database
Login to SIMMS and proceed to the Administration, SIMMS Management, SQL Assistant Menu option as per illustration 1 below
Per illustration 2 paste the following command in the white space: update items set costprice=1 where isnull(costprice,0)=0
Click the run SQL button only once, per illustration 2 you will see an indication on the top right that the operation was successful.
Logout of SIMMS and back in, now all items that had no cost have a cost of $1
Illustration 1
Illustration 2

Instructions for Setting your Standard PRICE for all items to $1 ***Warning these instructions will set all of your standard prices to $1***
From the console of the SIMMS database server, backup all databases. If you don't know how please contact technical support or refer to this article: http://kb.kcsi.ca/article.aspx?id=10037&query=backup+database
Login to SIMMS and proceed to the Administration, SIMMS Management, SQL Assistant Menu option as per illustration 1 above
Per illustration 3 below paste the following command in the white space: update items set saleprice=1
Click the run SQL button only once, per illustration 3 you will see an indication on the top right that the operation was successful.
Logout of SIMMS and back in, now all items that had no cost have a cost of $1

Applies To

SIMMS Inventory Management Software

SIMMS Inventory Software Activity logs

Sheldon Kornyk — Fri, 21 Aug 2009 03:08:00 GMT

Symptom

Does SIMMS have Activity logs that cover important tasks like transaction deletions? For example if a PO was erased by mistake. is there an audit trail available to find out what happened to that PO other than the fact that the PO number is no longer listed in the PO section. Please advise if there is any way to recover and where can one find an audit trail, ie. what happened to that PO.

Resolution

SIMMS Inventory Software does have a log file and if you wish to review the logs proceed to the Administration -> SIMMS Management -> log report per the attached illustration.

Applies To

SIMMS 7.2

can the software use sql 2000 instead of sql express

Sheldon Kornyk — Fri, 21 Aug 2009 02:57:00 GMT

No, Support for SQl2000 was discontinued over a year ago, we support Sql 2005, Sql 2008, Sql Express 2005 andSql Express 2008.

For more information proceed to http://www.kcsi.ca/req-hardware.html

Announcing the Release of SIMMS Inventory Software Version 7.2.1

Sheldon Kornyk — Thu, 20 Aug 2009 06:51:00 GMT

Author: SIMMS Support Team	Applies To: SIMMS Inventory Management Software Version 7.2.1
News Release Announcement Date: August 11, 2009

SIMMS Inventory Software Version 7.2.1 has been released

In SIMMS 7.2.1 we have fixed several issues in several key areas making SIMMS Inventory Software Version 7.2.1 the strongest most verbose versions ever boasting strong enhancements in almost all of the modules found in SIMMS.

Below you will find a summary of the modifications found in 7.2.1

Accounting Enhancements
Case# 2421 - We have enhanced the Vendor Aged Detail report by adding a field for the credit records with applied payments

Case# 2422 – We have added a new report to the AP report generator called "Vendor Currency Aged". When user selects this report you have the following option available:

date filter - just final
extra options - just summary
Foreign currency – select the currency you wish to report on.

The report looks like new Vendor Aged Detail (case2421) but landscape and with amounts in selected currency

Case#2839 – We have fixed an issue where when voiding an invoice the software creates the appropriate credit memo but does not apply the credit on the sale therefore leaving the sale with an unpaid balance although it has been voided.

Case# 2101 – We have added a Multi-Currency payment option (Advanced Payment link) to AR, it works similar to how this feature works in the quick payment screen.

Contact Management Enhancements
Case# 2978 – From the customer detail tab you can see transaction details along with the item information, we have added another column that shows the manufacturer lot related to the line items as well if used.

Case# 1602 – Customer Warranty functionality – We have added a warranty tab to the contact management screen where if the client type for the selected customer = customer will have several fields for you to utilize including the following new fields: Serial Number, Item Code, Item Description, Dealer, Dealer Invoice No., Date Manufactured, Date Purchased, Warranty Expired, UDF1, UDF2, UDF3, UDF4, UDF5, UDF6, UDF7, UDF8. The way this screen works is;

a Serial Number is selected from list of invoiced items.
Item Code is linked from serial number and is read-only.
Item Description is linked from Item Code and is read-only.
Dealer is the customer name linked to the issue of the serial number.
Dealer Invoice No. is a free text field.
Date Manufactured and Date Purchased are date fields.
Warranty Expired is a check-box with a date field to record the expired date.
UDF1 and UDF2 are free text fields.
UDF2 to 8 are date fields.
Labels for the following fields are user defined: Dealer, Dealer Invoice No. Date Manufactured, Date Purchased, UDF1 to 8.
Serial number is validated from serial number table. If the serial number does not exist, click a check-box to allow override. Also, must be a serial number that was invoiced. When user selects serial number from list, it returns to the
Warranty tab the Item Code, Item Description, Dealer, Invoice No used to sell to the Dealer and Date Manufactured which is the Receipt Transaction Date for the item. If the serial number does not exist, then return a message that the SN does not exist in the database.
There is a new button to allow the user to create a new sales order from the warranty tab of the Contact Manager when clicked it will pass the currently selected customer and SN of warranty to the new Sales Order. This is for parts ordering.
When a service PO or a parts PO is created, create a note in the Warranty tab, notes section of the related customer. In the subject of the note include the warranty incident #, the PO # and the vendor name. Also, allow the PO to open by clicking a button or double clicking the note record.

Fulfillment Enhancements
Case# 2778 – We have fixed an issue where Sales orders were still listing in fulfillment after being invoiced.

General SIMMS System Enhancements
Case# xxxx - 64-bit (x64) Systems now fully supported with SIMMS Software, we now have new installers available that support not only running SIMMS in x64 mode but SQL Express x64 and other pre-requisites. If you have a 64-bit workstation you will want to take advantage of the new 64-bit wide SIMMS Software package for more information proceed to http://setup.kcsi.ca .

General Transaction Enhancements
Case# 2789 – U/M Cost/Price Override - We have added the ability to see and override the standard U/M price and cost in transactions. Now if you use an alternate unit of measurement in a sales or purchasing transaction you can click the markup link to override the calculated Unit of Measurement calculation for the selected line item.
The modified values will then show on the applicable transaction report illustrating the unit of measurement conversion and factoring.

Item Management Enhancements
Case# 2907 – We fixed an issue where if you make a change in the Unit of Measure relationships, the change does not take effect on the item manager for "Default Purchase UM".

Case#2629 – We have enhanced the inventory return feature found under Modules> Sales> Inventory Return to not allow non-stock items to be selected.

Kitting (BOM) Enhancements
Case# 2650 – New Kitting Module - We have taken years of requests and re-written the kitting module from scratch, providing more functionality, and allowing for quicker entry, for more information refer to the kitting module document attached to this article.

NOTICE: if you use the kitting module review the Kitting module document associated to this article prior to upgrading, this module has completely changed, training in this new module can be purchased by contacting sales@kcsi.ca.

Case# 2169 – kitting Advanced Item look-up - We have added the advanced item search screen to the kit schema and kit building screen so you can easily find and add items to your schema or kit build on the fly.

Case#2503 – Purchased Kit Disassembly – now you can disassemble not only kits you built but kits you purchased as well using the defined schema as a guide the system will un-build a purchased kit into components for you to use later on.

Case#2840 – Kit Labour Tracking - We have added the ability to track detailed labour costs related to each kit/sub-kit build by logging the employee and time spent daily on a kit build, the system will then keep track in the system the cost of the labour based on the employee's salary entered in SIMMS, more then one entry may be made by many employees for one kit/sub-kit so the time should auto increment, track and log the time x rate for each employee = labour cost associated to the kit/sub-kit so when the sub-kit is built the labour cost gets added to the finished kit cost, for more information refer to the kitting module document associated to this article.

CASE-2844 – Kit Scheduling from Sales Order- We have added a simple kit schedule screen where you can see all kits & sub-kits that have been started and not completed along with the date they were started, required date from sales order along with the sales order number. if you click on a kit in this schedule and click proceed you will be taken to the kit build screen.

When adding a kit item to a sales order and if the stock is insufficient and alert pops up indicating the stock issue, if you opt to put on back order a new pop up will appear option to add the kit to a kit build Queue, if you select this option the qty on the sales order will be backordered and this process will have added the item to the kit build schedule to be completed, this assures the people in the plant don't forget to start a kit build due to the fact that it will have already been started in the system.
From the kit build queue screen (Modules, Kits, Build Queue Menu option) you can see the information related to the kit requirement from the order number, due date, required items with qty, kit build progress thus far, and much more,
You can drill down to the sales order to review details
You can drill into the kit building screen in order to complete the required build

Case#2939 – Last Cost option – We have enhanced kitting so if you have the "Update when last cost is changing" global setting flag enabled the standard cost will reflect the last kit build cost for the selected item

Case#2899 – Kitting reports – We have added additional kit building reports to the Kitting module;
Pick List Report – A pick list report is now available from right side of the kit building screen showing all items you indicated in the building screen that you wish to utilize in the kit build

Kit listing report generator – from both the kitting reports menu and a print button at the top of the build kit screen you can now choose the following options;
Report on the main kit or sub-kits
Include Booked time in your report
view session History in your report
view serial number information in the report
view component stock allocation information in the report

Purchasing Enhancements
Case# 2752 – We fixed an issue where if you did a full receipt against a PO, then opened receipt to deleted one line item off receipt, saved the receipt again then opened the original PO the qty's were still listing as fully received.

Case #2587 – We fixed an issue where the contact Phone and fax #''s that are on the PO screen were correct but when you print the PO it defaults back to the companies phone and fax number's instead of the company contact phone and fax numbers.

Case#2953 – We have fixed an issue where when you click the details button when reviewing the receipt and Purchase Order summaries from the Vendor detail screen you get an error, now it drills down to the related transaction.

Quickbooks Link Enhancements
Case# 2943 - With the SIMMS Inventory Software Quickbooks Link Canadian Quickbooks is now supported using the latest Quickbooks SDK7, QuickBooks 2008 & 2009 premier or Pro edition (SIMMS Supports the Canadian and U.S. versions of Quickbooks) You must have the quickbooks SDK 7.0 (QBSDK70.exe) installed prior to using the SIMMS QuickBooks Link.

Reporting Enhancements
Case# 2811- We have enhanced the Item reorder requirement report (rptreorderpoint.rpt) it used to display qty's in std units, but the item reorder points configuration and Reordering PO are both driven by Default Purchase UM, this can be confusing when looking at reorder requirements so we added a U/M field and changed to reflect the default purchase Unit of measurement in this report.

Case# 2733 - We have enhanced the Manufacturer lot report generator to not only report on manufacturer lots in stock but also lots issued out of stock so you know where the lots went.

Case# 2538 – We have enhanced the Transaction Summary Report to also include “Kit” activity and “Adjustments” in both the Received and Issued columns.

Case# 2963 – We have updated the Report descriptions in the custom report export screen in order to make this screen more user friendly.

Case# 2828 – We have added the Due Date field to the Sales order and Sales order Picking sheet reports.

Replenishment Module Enhancements
Case# 2942 – we fixed an issue where when you attempted to filter the results in the replenishment module grid by vendor> start typing vendor name and drop down field does not auto filter...same results for item category and order number.

Case#2841 – Kit components option – Now in the replenishment module if you have backordered kits from Sales orders you have the ability to display and order the component shortages,

just click explode all levels under the kits schema option and hit query data and the components show in the list.
If you click include sib-kits in option 2 the replenishment module will add sub-kit components required to the po's generated
if you click include master kit in the selections options the replenishment module will also include the main kit item in the po's required.

Case#2841 – RFQ option – We have added the ability to Send required items from the Replenishment module direct to the RFQ module in order to process RFQ Requests, this option will send the selected items to RFQ creating a new rfq with the default vendors already selected with the items, this way all the user has to do is add more vendors to the rfq, pick and choose to give them a chance to quote as well and submit to the vendors, this assures you get the best possible price for the items before awarding and generating po's there is also a new column in the replenishment module indicating if items have been sent to rfq for quoting or not so you know you have already sent
items off to the rfq process.

RFQ Module Enhancements
Case# 2859 – We have added two columns in the Vendor Submission Page to display both Item Quantity and Item Code.

Case# 2860 – We have added the ability to print RFQ Vendor Response pages. ie, where you view and award RFQ submissions.

Case# 2842 – We have added the ability to select an alternate assigned Unit of measure for items that use more then one when requesting an rfq. Note this Unit of measure shows on the vendor web submission form as well.

Sales Enhancements
Case# 2803 – We have added the ability display backordered items in an invoice with there price in order to bill the customer regardless of the fact that the item was backordered, to enable this feature proceed to the sales tab of the global settings screen and enable the following flag (“Back Order items have value on Invoices”), once done your invoices will display a value for backordered items.

Serial number / Warranty Enhancements
Case# 2960 – We have fixed an issue where warranty information would change back to 0 on all invoices on items that had warranty information entered.

Case#2807 We have added a new option giving you the ability to edit the serial number table should you end up with a serial number / item miss match, or wish to do some serial number maintanence you can edit the serial number table direct in the inventory, serial numbers, assign serial numbers to stock items menu option, from this area you can add or delete serial numbers

Case#2922 We have fixed an issue where if you create a transfer transaction , choose a serialized item with qty=1, assign SN, for example s0001 for this item and Save this transfer, then, delete this transfer rolling back the stock, the system wouldn't let you pick that replaced serial number in another transfer document.

Case#2863 – We have added a new option to the serial number screen (bottom right) where you can enter the first serial number in a series and indicate the qty then generate and it will auto increment and generate your serial numbers in sequence. Note: in order to enable this option you must go to the advanced tab of global settings and enable the option “Generate Barcodes using the first Serial number and quantity”

Case#2692 Add the ability to link the mfg lot to serial numbered items, we added 1 more unique field to the SN table to provide the mfg lot number this way you can associate a unique mfg lot to all serial numbers when receiving.

For those companies that require controlled consistency with mfg lot numbers used we have also added a mini project number configuration screen with 2 fields where you can add / remove codes & short 125 character descriptions to each code, this information will populate a new optional drop-down available in the PO & receipt detail transaction screen, so when inserting a line item if you select this optional drop-down you will see the available codes and descriptions you defined so you can pick one, once selected that code will get copied into the “Manu. Lot” field so when the line item is inserted it has the correct mfg lot number with no variations for consistency.
For those people that require additional comment information associated to serialized items we have added a new menu option (Inventory/serial numbers/search serial number and edit comments menu option) where you can search for a serial number by typing in a s/n or usr s/n or mfg lot then the results would show in a grid just like the serial number manager grid where you can add or edit the new comment field we have added to the serial number tables. This new field also shows in the kit detail build report.

Shipping Manager Enhancements
Case# 2976 – Now if you disable the “Use AutoShip for invoices” flag in the Automation tab of global settings the default for the “Bypass Shipping Manager” flag in sales transactions will be off meaning you are indicating you wish to use the shipping manager by default for your transactions.

Case# 2977 - Verify shipping status when invoicing – Now when you ship a sales order and if you don't opt to invoice from the shipping manager in order to invoice at a later time, SIMMS know remembers when you go to invoice the sales order afterwards to indicate the shipping status as shipped.

Windows Mobile (Data Collector) Enhancements
Case# 2808, 2784 – We have added a field to the SIMMS Data Collector Sync Grid for serial numbers, so now you can see the serial numbers assigned to the transaction prior to verifying the sync.

Case# 2448 – We have added the document number field to the data collector invoice screen

Need The Contact info so i can to talk to the rep

Sheldon Kornyk — Thu, 13 Aug 2009 06:20:00 GMT

Our contact information can be found at: http://www.kcsi.ca/contactus.htm or if you wish to call us you can reach us at 604-504-7936 or e-mail sales@kcsi.ca

Thanks in advance

Support

how to rollback to the previous version of SIMMS to trick an Update

Sheldon Kornyk — Thu, 13 Aug 2009 06:12:00 GMT

The information in this article applies to:

SIMMS Inventory Software

SYMPTOMS
	Sometimes a database Rollback is required to do a full upgrade from a beta version

CAUSE
	If you have a beta version and wish to upgrade or if a SIMMS technical representitive asks you to rollback your version in order to trick an update.

RESOLUTION
	(The illustrations below illustrate how to roll back the release to version 7.1 if you have to roll back to a different release change the version in the script accordingly removing the . from the version so for 7.1 you would enter 71) login to SIMMS from your Server or and launch the sql assistant and type in; update companyinformation set version=71 1 - click run sql only once and close simms 2 - go to add remove programs and remove simms 3 - download and install http://www.kornyk.com/download/Simmsfull.msi 4 - login to simms and update the database when prompted 5 - repeat steps 2 & 3 on all workstations

Last Reviewed:	August 13,2009
Keywords:	Version Rollback

Access to the path ‘C:\Program Files\KCSI\SIMMS 7.2\settings.xml” is denied

Sheldon Kornyk — Wed, 12 Aug 2009 01:40:00 GMT

Symptom

In SIMMS 7.2, the following issues exist:

When running SIMMS I get the following error message on one of my computers "Access to the path ‘C:\Program Files\KCSI\SIMMS 7.2\settings.xml” is denied. Please restart Simms.

Resolution

The Problem is permissions, eithor the user has restricted access or the folder doesn't have the correct permissions to fix this, make sure the user has at least full user permissions on the computer and that the permissions are correctly set on the SIMMS folder by doing the following;

Instructions to set permissions on the SIMMS Folder
Navigate to the KCSI folder on your computer, default folder is (C:\program files\KCSI)
right click the SIMMS Folder found inside the KCSI folder
Select Properties
Select Security
Go through Users and give full control to authenticated users and
You have now Set the appropriate permissions
Applies To

All Versions of SIMMS

Is the value in "On P/O" used in your "Reorder" calculation? For example,On Hand = 0Reorder Point = 25Order Qty = 35On P/O = 50The Quick Stock window and the Item Reorder Requirements report are both showing a Reorder value of 35, but if you take the On P/O value of 50 into account, you shouldnt have to Reorder anything at this time.Thanks.

Sheldon Kornyk — Fri, 26 Jun 2009 01:37:00 GMT

In the Purchasing tab within Global settings you can tell SIMMS to account for the On P/O amounts when calculating the automatic reorder quantities required.

Does your software have a tutorial? 7.1.6 version has been set up on my computer we are learning this inventory software. Please advise if there is a tutorial?Thank you, Julie

Sheldon Kornyk — Fri, 26 Jun 2009 01:35:00 GMT

Julie,There are a few options for you;1) You can ask for a online presentation of the software by e-mailing sales at sales@kcsi.ca if you have already had one then the next option available is point 2 below.2) You can purchase training from sales@kcsi.ca3) You can refer to our online manuals at http://www.kcsi.ca/user_manuals.html4) You can request access to our online videos from sales@kcsi.ca

Is it possible to export data from SIMMS Express 2009 to MYOB accounting software?

Sheldon Kornyk — Fri, 26 Jun 2009 01:31:00 GMT

Yes, you can export from express in xls format. from that you can use MYOB's import features.

We have inventory quantity records that need imported from an external system. The format is PartNumber, Quantity. Where Quantity is increase or decrease. What is the best way to Simms? I dont think we want to directly change the Quantity through ODBC. Is there a stored procedure I should use to perform the quantity ? We prefer to write a programming interface and not a manual from excel, etc. Thanks.

Sheldon Kornyk — Wed, 15 Apr 2009 05:24:00 GMT

You can import your item information using the visual import manager: the manual for this module can be found at: http://www.kcsi.ca/documentation/7.0%20manuals/pdf/7.0%20Visual%20Import%20Manager.pdf otherwise if you are looking for some form of automation, we can complete custom programming for you to achieve this result for a fee, feel free to contact sales at 604-504-7936 or sales@kcsi.ca should you wish custom programming.

How much does SIMMS Software Cost?

Sheldon Kornyk — Wed, 15 Apr 2009 05:21:00 GMT

The SIMMS Inventory Software Pricing information can be found at: http://www.kcsi.ca/cost.html or feel free to call sales at 604-504-7936 or e-mail: sales@kcsi.ca

Announcing the Release of SIMMS Inventory Software Version 7.1.6

Sheldon Kornyk — Wed, 25 Mar 2009 08:05:00 GMT

Author: SIMMS Support Team	Applies To: SIMMS Inventory Management Software Version 7.1.6
News Release Announcement Date: March 25, 2009

SIMMS Inventory Software Version 7.1.6 has been released

In SIMMS 7.1.6 we have fixed several issues in several key areas making SIMMS Inventory Software Version 7.1.6 the strongest most verbose versions ever boasting strong enhancements in almost all of the modules found in SIMMS.

Below you will find a summary of the modifications found in 7.1.6

Accounting Enhancements

Case# 2745 - we have enhanced the weighted average costing method to calculate this valuation method more accurately.

Accounts Payable Enhancements

Case# 1976 - we have added a 'Date Due' column to the batch check printing screen and created a wizard that allows the user to define how they want to select invoices for batch cheque printing. For example, due dates between A and B for vendor C. This functionality allow the user to 'select all' and 'select none', as they will have thousands of a/p documents and do not want to have to spend the time checking off all the invoices for payment.

Barcoding Enhancements

Case# 2697 - We have fixed an issue where you were unable to print barcode labels to the printer label type LP2844, you were able to choose from his printer list in the BarCode Manager, Select's label size, adds items, however when you click View/Print you would receive an "Incorrect Settings" Error Message

Data Collector Enhancements

Case# 2519 - We have fixed an issue were in some situations you would get an error attempting to sync to the device from the desktop.

Case# 2716 - We have fixed an issue were as a result of the transfer screen modifications in SIMMS the Windows Mobile program couldn't sync Transfer's completed on the device back to SIMMS.

General Ledger Enhancements

Case# 2527 - We have fixed an issue where you would get an error when generating "Daily Transaction" Report

General System Enhancements

Case# 2633 - We have fixed an issue where when creating new company from existing database, users aren't carrying over.

Case# 2450 - We have added a Global Setting "update standard price with actual cost" this option will update the standard Price field to be equal to the Costing Method...ie, User would Like they're Std Price field to be Updated with they're Weighted Average Cost... WAC changes for an item or if they are using fifo the standard price displayed will reflect the fifo.

Inventory Return Enhancements

Case# 2702 - We have fixed an issue where you would receive a "Select Item" message as soon as you open Inventory Return

Item Manager Enhancements

Case# 2371 - We have added a new Vendor Catalogue option to SIMMS in order to accommodate the needs of customers managing over 900,000 items in the item manager causing performance issues. These items are not actually all stocked items. They are mostly vendor catalogued items. Maybe around 50,000 are actually stocked. The solution to managing these unstocked items was to create a vendor catalogue in SIMMS.

The new catalogue option works as follows. When new vendor catalogues are received, use the Visual Import Manager to import the new records and update existing records that will be inserted/updated into a new table for Vendor Catalogues. The sales rep would follow the process. Open an quote or sales order. Click on the Enhanced Find feature and enter criteria to look for the item. If no records are found in the item manager, automatically search for the same criteria in the Vendor Catalogue table. The user can then select from the results and click an Insert button. This will insert the new item into the item manager, then take the item code and insert that into the quote or sales order.

Case# 2642 - We have enhanced the item catalogue fixing an issue where when building a new PO and using the Enhanced Search window to pull up my Catalog items there was a problem when you retrieve a new catalog item. The first time the item was retrieved the system was only pulling the cost over and not showing the item. If I try to import into the PO, etc.. the error message says I need to pick an item.

Case# 2624 - We have enhanced the item catalogue to allow you to use wildcards in your catalogue search

Kitting (BOM) Enhancements

Case# 1096 - We have added the ability to insert phantom items just like the SO and invoice onto a transfer order.

Case# 1347 - We have fixed an issue where in the kitting manager you couldn't see Kits built using W/O therefore you couldn't select them to un-build them

Purchasing Enhancements

Case# 2005 - We have fixed an issue where the vendor cost as defined in "Vendor Part Numbers" in the Item Manager, is not being applied on PO's. Also, please make sure it's being applied on PO's generated from Reordering PO Manager

Reordering Module Enhancements

Case# 2675 - We have enhanced the automatic reordering module to account for more variables, most can be defined in global settings.

Reporting Enhancements

Case# 2545 - We have fixed an issue where you received a Divide by zero error when printing an Inventory turnover report: Inventory> Analytical Reports> Inventory Turnover Reports> Filter by year.

Case# 2493 - We have fixed an issue with the Stock Adjustment information report where with some apparel companies you would get an error attempting to print this report

Case# 2528 - We have fixed an issue with items not displaying on "RMA Activity" Report... I sent 3 of the same items "back to vendor" with different serial numbers all with same rma number and only a Qty of one is listed on the RMA Activity Report (rptRMAActivity.rpt - Internal) ... also there is no way to tell which item/serial number is listed

Case# 2613 - We have enhanced the SO, Invoice, PO, Receipt of goods and Pick list internal reports by adding a separating line between each line item to make the reports easier to read.

Case# 2681 - We have fixed an issue where the "PO Number" field was not printing on the invoice and invoice packing slip

Sales Enhancements

Case# 2579 - We have fixed the Sales Project Manager icons making them easier to see.

Case# 2506 - We have fixed the following issue related to items in transit: The quick stock window shows there is an item in transit however when you click on view in transit it shows no information.

Case# 2612 - We have fixed an issue where freight was not pulling into invoices when importing from a SO into an Invoice

Serial Number Manager Enhancements

Case# 2073 - We have added the ability to use zero as a starting integer in the Serial Number Generator.

Case# 2604 - We have fixed an issue where you were unable to print the serial number from the serial number manager from transfers.... select serial numbers> save> select "Print SN"> Receive Message "You don't have any information.

Case# 2656 - We have enhanced the serial number manager to accommodate the added functionality found in the new item transfer screen, now you can indicate what serial numbers for what items are being transferred to what location. for example if you transfer widget 1 & 2 both serialized items and a Qty of say 10 each in 2 or more locations you can indicate what serial numbers for those items go in what location.

Case# 2529 - We have enhanced the rma manager and rma reports to show the user what serial numbers are associated with items by adding a display field that will list serial numbers associated with there items.

Case# 2664 - We have enhanced the rma manager "rptRMAOwnedByProduct.rpt" report to reflect a more accurate accounting of the serial numbers.

Case# 2665 - We have fixed an issue where the User Serial Numbers were not listing in the "Assign Serial Numbers to Stock Items" Manager

Case# 2668 - We have enhanced the kitting manager by adding a column to view user serial numbers when allocating kit components

Case# 2669 - We have fixed an issue where user serial numbers were disappearing after disassembling Kits

SKU Manager Enhancements

Case# 2715 - We have fixed an issue where the SKU Configurator was generating duplicate codes under some unique conditions.

Transfer Manager Enhancements

Case# 2670 - We have fixed an issue where you couldn't edit an already saved Transfer of goods.

Proceed to: http://setup.kcsi.ca/options/upgrade.htm for the upgrade instructions.