Release 4.3.085

Updates to Packout Standard

The following updates have been made to the Packout Standards screen:

An inactive item is now designated by orange highlighting of the line on both the Items Used and the Items made tabs.

An option to mark a Standard as “Active” has been added to the header of the Standard. This will default to checked.

When selecting a Standard from the Packout screen, the Look up list has been updated with a column labeled Active/Inactive.

The Packout Standard report (Inventory -> Packout Reports -> Packout Standards) has also been updated to allow the User to filter the report by Active, Inactive, or All standards.

If using the scanning module, all scanning screens have been updated to allow these to be expanded to full screen which allows the User to see more information. This change can be seen on the following scanning screens:

Scan Payable Invoices
Scan Receiving Cards
Scan Invoices
Scan Shipping Manifest
Scan Pick Tickets

NOTE: If you are not currently using FreshScan and would like a demonstration, contact our Support Team for more information.

Launch PO Screen from Hold/Unhold screen

Inventory -> Hold/Unhold Lots

This screen is used to quickly mark lots as On Hold or to remove an On Hold flag. The User now has the ability to double click on the lot number to open the relevant document. (Purchasing – Receiving (Inventory), Packout, Pack-n-Transfer, or Instant Transfer)

Inventory -> Transfers -> Instant Transfers

In the Instant Transfer screen, modified and posted date/time stamp fields have been added. The User is also listed along with each of these date/time stamps.

Pricing -> Price Override Templates

The Price Override Templates screen has been updated to include “Last Cost”, “Market Cost”, “Future Market Cost”, “Markup $” and “Minimum Set Price”. This is the same information found on the Customer, Dated, and Price Level override screens.

An option has also been added to the “When Calculating Price” option to add/deduct $x.xx or xx% based on Calculated (current) or Last/Market cost.

A new User Security option has been added to the AR Tab labeled Transfer Balance. Transfer Balance allows credits from one Customer to be applied to invoices of another.

When select the “Check All” option during the User Security setup process, this option will not be checked.

Currently, FreshByte Software displays the Standard Terms In the Invoice Note section of the Header tab. However, although the Permanent Invoice Notes print on the invoice, they are not displayed on the Sales Order screen.

The Sales Order screen has been updated to include the Permanent Invoice Note icon. This information will not display in the Standard Terms field but it is viewable from the Sales Order. As with all Note Icons, this will be highlighted with a dark blue outline when a permanent invoice note exists.

Receivables -> Bill Orders

An option has been added to allow the User to expand this screen in order to see more information. In addition, all columns have been updated to allow for sorting.

WO 017476

Pallet Configuration for Catch Weight Items

On the Units tab of the Item Master, the User has the option to enter the Pallet Configuration, for the item. This configuration is based on the Master UOM. When entering this information for catch weight items, the relevant info must be entered based on a MUOM of LB.

In order to assist in a more efficient calculation, FreshByte has added a section that will allow the User to enter this information based on the alternate UOM marked as the Preferred UOM.

By entering the number of cases in the CS section, the weight will be updated in the LB section and vice versa.

Return Authorization Routes

The Return Authorization is displayed on the Shipping Screen and is listed on the printed Route Sheet.

An option has been added to System Settings (SO4) to allow the Administrator to determine how the Route No. and Seq. should display when an RA is listed.

Option 1 will default to the Route and Sequence as defined on the Customer Master.

Option 2 will default the Route to the route number that was assigned to the original invoice.

The IRS has changed the format of the 1099-NEC for 2021 reporting. In order to accommodate that change, the 1099 information has been updated on the Vendor Master. On the Accounting tab of the Vendor Master, the 1099 options have been updated.

In addition, additional printing options have been added to the 1099 report.

1099’s for Rents and Attorneys remains the same and is printed on a 2 per page form. However, the 1099 NEC, used for contractors is printed on a 3 per page form. A separate 1096 is also required for the reporting of 1099-NEC. The report can be found at Payables -> AP Reports -> Vendor 1099

Any Vendors previously marked as 1099-Misc are not designated as 1099-NEC and should be printed on the new form.