"Pro Series 7.3 is the realization of a very customer-focused release for ACCPAC, our partners, and most importantly, our clients. This major upgrade has been driven heavily by client feedback, and in response, the incorporation of substantial, tangible productivity enhancements across the entire suite," said Craig Downing, ACCPAC Vice President, Product Management. "We believe this version will help current and future clients be more productive, and more easily address their individual business needs."
The Inter-Company Transactions feature allows users to create and distribute transactions across multiple Pro Series companies. Use ICT accounts to redistribute amounts, generate inter-company journal entries, and automatically balance journal entry net postings to an ICT control account. For more information, see "Receiving Inter-Company Batches" on page 221, the "ICT Accounts Tab" on page 48, and "Intercompany Redistribution" on page 204 of your General Ledger documentation. Inter-Company Transactions requires an additional activation code and is available for Pro Series 7.3 Enterprise Editions only.
The new Generate Reversing Entries option allows you to select any reversing entry and generate it at your convenience, instead of waiting for the period is close process to generate them all. See "Generating Reversing Entries" on page 225 for more information.
Use the 13-Period Income vs. Budget Statement report to specify whether you want (in addition to the "Actual" figures) just the budget figures, or the variance, as an absolute figure and as a percentage of the budget.
The Inter-Company Transactions feature allows users to create and distribute transactions across multiple Pro Series companies. Use ICT accounts to redistribute postings from AP invoices and debit memos, along with payment discounts and adjustments. For more information, see "Receiving Inter-Company Batches" on page 221, the "ICT Accounts Tab" on page 48, and "Intercompany Redistribution" on page 204 of your General Ledger documentation. Inter-Company Transactions requires an additional activation code and is available for Pro Series 7.3 Enterprise Editions only.
Use the enhanced Bank Reconciliation features to import OFX files, enter service charges and adjustments directly on the reconciliation screen, manage bank transfers, save unfinished reconciliations, retain or purge history, and enter ending balances prior to saving the reconciliation. For more detailed information, see "Reconciling Bank Accounts" on page 218 in Accounts Payable.
Use the vendor Flexible Payment Terms maintenances options to select specific payment terms and define discount pay options using due dates and discount dates. For more information, go to "Vendor Payment Terms" on page 51 of your Accounts Payable documentation.
Check printing has been enhanced to allow for overflow printing on check stubs and printing alignment tests without using check numbers. For more information, see "Printing Checks" on page 193 of your Accounts Payable documentation.
Select individual receipts, or a group of receipts when invoicing purchase order receipts. Go to "Invoicing Purchase Order Receipts" on page 148 for more information on invoicing POs in Accounts Payable.
National Accounts are designed to support organizations with multiple branches or independent departments within companies. With National Accounts, you can set default information (such as item pricing and payment terms), drill down from the National Account, place multiple branches on credit hold, filter and summarize reports by account, and group branches by account. See "National Accounts" on page 71 in Accounts Receivable. National Accounts is a standard feature for Pro Series Enterprise Edition.
During invoice entry, use the Pricing button to view customer pricing. Go to "Viewing Item Pricing" on page 279 for more information.
Credit Card Connections are available for Pro Series 7.3. Use the Credit Card options in Accounts Receivable to maintain multiple card details, select a default card, create credit card receipts, deposits and refunds, or enter credit card information on shipments and auto apply it to the new invoice. See "Credit Card Connections" on page 236 and "Credit Cards" on page 69 in Accounts Receivable. This feature is optional and requires an additional activation code.
During invoice entry, use the Margin button to display the item cost, price and margin percent. Go to "Viewing the Profit Margin" on page 278 of Accounts Receivable.
Receipts/Deposits have been enhanced to include sort by invoice date and number options, a Reference # field on the Post Cash Receipts screen to track pre-payments to sales orders, and a Bank Deposit field to allow for easier bank reconciliation. For more information, see "Entering Cash Receipts" on page 317 and "Applying Credits/Deposits" on page 376 of Accounts Receivable.
Use the customer Flexible Payment Terms maintenances options to select specific payment terms and define discount pay options using due dates and discount dates. For more information, go to "Customer Payment Terms" on page 215 in your Accounts Receivable documentation.
Credit Card Connections are available for Pro Series 7.3. Enter credit card information on shipments and auto apply it to the new invoice. See "Credit Cards" on page 96.
Use the customer Flexible Payment Terms maintenances options to select specific payment terms and define discount pay options using due dates and discount dates. For more information, go to "Customer Payment Terms" on page 199 in your Order Entry documentation.
Order Entry, you can ship orders when adding new orders or from the Change/Void Orders screen and also from the "Print, Preview, Ship, Continue" dialog box. You can also edit customer and internal memos during order shipment.
During order entry, use the Margin button to display the item cost, price and margin percent. Go to "Viewing the Profit Margin" on page 218.
Pro Series 7.3 offers the ability to copy orders from history in Order Entry. See "Copying an Existing Order" on page 241 for more information.
When a purchase order is automatically created from a sales order, the sales order number is stored with the PO. For more information, go to "Sales Orders and Recommended Purchase Orders" on page 233.
During order entry, use the Pricing button to view customer pricing. Go to "Viewing Item Pricing" on page 219 for more information.
The Correct PO Receipts feature allows users to back out items using the received cost rather than defaulting to the average weighted cost. For more information, see "Correcting Inventory Unit Costs on PO Receipts" on page 249.
Pro Series 7.3 offers the ability to copy orders from history in Purchase Orders. See "Copying an Existing Order" on page 200 for more information.
You can defer invoicing when receiving a drop ship purchase order. Go to "Deferring Invoicing onDrop Ship POs" on page 296 for more information.
Create a return order and apply it to the original purchase order using the original cost. See" Returning Purchase Orders" on page 241 of your Purchase Order documentation.
Multiple VAT and calculated tax amounts are reversed when items are returned. Go to "Returning Purchase Orders" on page 241 of your Purchase Order documentation.
Use the vendor Flexible Payment Terms maintenances options to select specific payment terms and define discount pay options using due dates and discount dates. For more information, go to "Vendor Payment Terms" on page 167 of your Purchase Order documentation.
Cost Levels for vendors allow users to set up cost tiers based on volume, specials, and so on. You can create an unlimited number of cost levels based on the quantity ordered for each vendor and item, and define the level using a date range. Go to "Cost Levels" on page 160 in Purchase Orders.
Use the new Forecasting Tab on the Item at Location Maintenance screen to set up forecasting rules. For more information, see "Forecasting Tab" on page 123.
The Item Forecasting feature has been enhanced to include forecasting for items by group. Forecast group maintenances allows users to associate a number of items with a single set of forecasting rules. After defining the demand, lead time, minimum, and so on, you can use the Generate Forecasts wizard to project the order points and quantities for the selected items. For more information, see "Forecasting Groups" on page 193 of your Inventory Control documentation.
Export the summary Inventory on Hand report to a Microsoft Excel format.
The Customer Connect Company screen has been enhanced with MDI architecture, DataDriller picklists, and access to contacts and events has been streamlined. Please go to "Adding Companies and Contacts" on page 67 in Customer Connect.
SIC Codes havebeen added to the Customer Connect sample data for Company 99.
Automatically change to "Edit Billing Status" during transaction entry if the Allow Billing Status Types option is not checked. See "Billing Methods" on page 362 for more information about Job Cost billing types.
View and edit REV, WIP, and COS accounts directly on the Job Master in Job Cost.
In Job Cost you can edit the description of a draft invoice and separate the invoice date for the final invoice from the actual invoice. See "Creating Draft Invoices" on page 382 for more information
During PO receipt in Job Cost you can update a job, issue items to jobs upon receipt, and create an invoice immediately. Go to "Invoicing Purchase Order Receipts" on page 242 in Job Cost.
The create draft invoices option grid field for Zero Priced Items has been modified to read "Show on Invoice or Clear WIP". See "Creating Draft Invoices" on page 382 for a detailed description of the option grid fields.
Use the new Deduction Pay Type Exempt codes to exclude pay types from the deduction calculation. Select which exemption pay types to omit from gross pay when "Gross less Pay Type" is used as the Rate %. See "Deduction Pay Type Exempt Codes" on page 86 in your Payroll documentation.
Pro Series 7.3 supports multiple vacation types and the ability to accrue vacation Pay Type. Yearly rollovers occur on the effective date entered by the user.
Payroll W2 enhancements include a new Bimonthly deduction frequency, support for Excludable Reimbursed Moving Expenses, support for Medical Spending Accounts and more.
In Payroll, void multiple checks in one process. For more information, see "Voiding Checks" on page 247.
Project Accounting job mask entries and previous transaction dates in PATime are saved, and a default pay-type for PATime that refreshes automatically has been added.
You can enter job, phase, and category information for Project Accounting when setting up recurring billings in Accounts Receivable. See "Recurring Billings" on page 382 for more information on setting up recurring billings.
Job Mask fields have been separated into Job, Phase, and Category with pickists and descriptions.
Use the new options in Customization Manager to copy customized library classes from one Pro Series installation and then import them into another. Go to "Exporting Customized Classes" on page 41 or "Importing Customized Classes" on page 44 for more information.
The Bill of Materials maintenance screen has been enhanced to support MDI and formatted in the treeview architecture. Component and finished good tabs provide easy user interface and access to BOM configuration. Go to "Bills of Materials" on page 61 in Production Entry for more information.
Check the new Use UOMs with BOM Components option on the Production Entry set up screen to allow different Unit of Measures (UOMs) to be specified for Bill of Material (BOM) components. You can select UOMs during BOM setup or Post Completed Manufacturing. For more information, see "System Options Tab" on page 37.
Pro Series 7.3 allows users to edit saved configurations in Production Entry.
Now you can unapprove work orders that have been approved or processed, and unexplode work orders to place them on "Held" status. See "To Unapprove a Work Order" on page 96 and "Exploding/Unexploding Work Orders" on page 97 of your Work Orders documentation.
Now you can maintain a customized route when adding new routes in Work Orders. See "Routes" on page 58 for more information.
New Scrap and Variance accounts have been added to Inventory Control.
The Company ID field has been expanded to 10-alphanumeric characters to allow an unlimited number of Pro Series companies.
Pro Series 7.3 supports Themes for Windows XP users. In addition, Pro Series 7.3 screens reflect the appearance of Windows color schemes and advanced settings.
Resizing Pro Series screens expands the grids to allow the user to view more data. See "Resizing Forms" on page 31 in your User Guide.
Use the new Desktop Tab on the Company Maintenance screen to add pictures, color or graphics to each company's desktop for easier identification. Go to "The Desktop Tab" on page 95 of System Manager for more information.
You can now auto-arrange and align Pro Series favorite desktop and toolbar icons. For more information, see "Organizing Favorites" on page 76 of your User Guide.
Click on the new Date Calendar icon next to any date field and easily select months and days using the new calendar tool. See "Date Entry Calendar" on page 45 of your User Guide documentation.
Additional orientation settings have been added to the Print dialog box. For a description of the print options and features, go to the "Printing and Exporting Reports" section of any application's Reports chapter.
Picklists have been added to report option grids for easier data selection. See the Reports section of any application documentation for an example and explanation of option grids.
Date, Date & Time and Spell Check options are available on all Notes fields and tabs. For an example of these options, go to "Notes Tab Fields" on page 63 in Accounts Receivable. In addition, the Notes tab has been added to the Cash Receipt, Journal Entry and Purchase Order Receipt screens.
Use the <Shift+F8> hotkey to copy the dialog box messages to the Clipboard, then use the clipboard toolbar options to paste the text in Pro Series. Go to "Clipboard Toolbar" on page 83 of your User Guide for more information.
The User File Maintenance treeview screen allows you easy access to all user functionality, including privileges, dataviews, favorites, and so on. Add, edit or delete user information, or maintain dataviews directly from the user maintenance screen. You can view the users associated with a profile, and navigate quickly between users. See "Users" on page 146 of System Manager for complete information.
Now you can easily copy user settings such as hotkeys, privileges, dataviews, and favorites, and merge settings with existing users. See "Copying User Settings" on page 169 of your System Manager documentation.
The Inter-Company Posting transaction wizard in General Ledger improves user speed and productivity.
Customize forms and reports using the new treeview maintenance screen in System Manager. You can create unlimited custom reports and forms, assign report forms to users or companies, and select custom forms when printing. See the Reports chapter of any application documentation for information on customizing reports, or click on "Customizing Forms" on page 224 in Accounts Receivable for information on customizing forms. For information on the customization options in System Manager, see "Custom Forms and Reports" on page 322.
The Pro Series Active Users screen displayed in a refreshable picklist format.
General Ledger account inquiry has been enhanced to drill down in any module. Use the new Account Inquiry icon on the toolbar to see account activity by period, source journal entries, POs and invoices. For more information, see "General Ledger Inquiry" on page 413.
Use the new File Maintain Dataviews option to access the DataDriller Maintenance screen. See "Using DataDriller" on page 87 in your User Guide.
Pro Series 7.3 offers support for ACCPAC Messenger 2.0. ACCPAC Messenger is a client/server program that allows you to send and receive critical fax documents from your desktop. Network clients can read, annotate, access and store fax documents on the network. See "ACCPAC Messenger" on page 623 in System Manager for more information.
Use the options on the Maintain DataDriller screen to resize dataview columns and save formatting settings for specific users. For more information, see "Using DataDriller" on page 87 in your User Guide documentation.
Add Customization Manager to the Favorites toolbar and access it from any application.
In Pro Series 7.3, Comment screens can contain unlimited text, and the Spell Check option to check spelling and grammar. For an example, see in "Comments" on page 190 Accounts Receivable.
Privileges have been added to AR, SO, and PO to ship and/or print preview orders after entering transactions. See your System Manager documentation for more information on user privileges.
Dataviews are now presented using the DataDriller standard picklist functionality so users can now change fields, search and filter using the DataDriller options. Go to "Using DataDriller" on page 87 of your User Guide for more information.
ACCPAC Job Cost now supports multicurrency transactions, billings and reporting for Pro Series 7.3. Each job can be assigned a currency, and AP, PO, Payroll, Overhead and Misc costs are entered using the job currency. You can create draft invoices in the currency used by each job and edit and freeze exchange rates on them. Go to "Job Cost Transactions" on page 83 of Multicurrency for information on using Job Cost with Multicurrency.
Pro Series 7.3 supports multicurrency journal entries in General Ledger. Now each journal batch has its own currency and exchange rate, the rates can be frozen on unposted batches, you can set up recurring entries with foreign currencies and the posting reports display debit/credit amounts in foreign and base currencies. For more information, see "General Ledger Transactions" on page 79 of your Multicurrency documentation.
Different currencies for AR Receipts and AP Payments to allow for payments in currencies other than the invoice currency. Gain/Loss is automatically calculated and you can also modify exchange rate information for invoice entry during shipment. For more information, see "Invoicing Multicurrency Receipts" on page 156 of Accounts Payable.
Use the new Revaluation feature in AR and AP to automatically recalculate foreign currency transactions. Revaluation recalculates the open amount of a transaction based on the current exchange rate and creates balancing entries for the accounts in GL. Go to "Revaluation" on page 243 in AP, or "Revaluation" on page 425 in AR. To review items you want to revalue before running the revaluation, use the "Revaluation Projection Report" in the Reports chapter of AR or AP.
Modify exchange rates during purchase order and invoice receipt. Cost changes due to exchange rate fluctuations are automatically calculated, and users can freeze exchange rates and group receipts on an invoice. See "Cost Changes and Exchange Rates" on page 68 in your Multicurrency documentation.
Pro Series supports the A4 international format for printing reports. See the Printing and Exporting Reports section of any application's Reports chapter for more information.
Currency fields have been expanded in all Pro Series modules to support larger transaction amounts. Cost, Price, Extended Cost and Extended Price fields have been increased, and the restrictions limiting the currency amount of transactions have been removed. See "Currency Amount Fields" on page 41 in Multicurrency.
Now you can set up a company in Pro Series with both Multiple VAT (Value Added Tax) and Multicurrency support and modify the date format to display international styles.
Pro Series DataDriller now supports drilldown capabilities and advanced filter options. You can save searches by user, save formatting, including column size, order and position, and view SQL Select code. In your User Guide, see "Using the Picklist Filters" on page 54 for more information on DataDriller filter/sort options and "Using DataDriller" on page 87 for instructions on working with dataviews.
Assign an Active or Inactive status to a customer, vendor, item or item supplier. Now you can define the status of records in Pro Series, giving you better control over your data, regardless of the historical information on the records. Picklists will not display inactive records and new transactions cannot be created for inactive vendors or customers. For an explanation, see "Active vs. Inactive Status" on page 14 in Accounts Payable.
The Data Center management tool for Pro Series applications provides a treeview user interface and easy access to table objects and their properties. Use the Data Center to maintain dictionary attributes, browse tables, and view data. The treeview format displays fields, tables and relations. See "The Data Center" on page 443 in your System Manager documentation
Use the Data Dictionary to expand Pro Series field widths. By editing data types, you can expand the width of fields such as the customer, vendor, vendor part number, and item for all screens, grids and arrays. For more information, go to "Expanding Fields in Pro Series" on page 516 in System Manager.
New Import Wizards allow for simplified data conversion from other applications to Pro Series. Use the new File Import options to import customers, vendors, items or a General Ledger Chart of Accounts, and convert the data from the import file to the target file in Pro Series. Map fields by dragging-and-dropping from source to target, display individual confirmation messages, and auto-generate IDs. See "Importing to Pro Series" on page 147 in your User Guide documentation or "Importing a Chart of Accounts" on page 90 in General Ledger.
Import/export options now offer the ability to import exported company data from Pro Series 6.5 or later into Pro Series 7.3, export SQL data as Visual FoxPro (or import Visual FoxPro into SQL) in the same build, and import exported users and privileges into another installation.
The Business Status Report has been redesigned with additional hyperlinks to applicable data views and new Uninvoiced Shipments and Unbilled POs fields. For more information, see "The Business Status Report" on page 544 of your Accounts Receivable documentation.
The DataDriller Security feature allows administrators to grant users the right to view selected fields.To maintain dataview security, select DataDriller Security from the drop-down list box on the top of the User File Maintenance dialog box. See "DataDriller Security Maintenance" on page 203 in System Manager for more information.
The Dealer field has been increased to ten characters, and the E-Mail field to 60 characters for the customer and vendor maintenance screens.
You can change the licensed company name using an activation code that matches your existing installation configuration. See "Changing the Licensed Company Name" on page 219 of your Installation Guide.
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