User eNotes - October 2018
Presidents Comments
Rod Hatcher
We are in the final stages of preparing v14.0 for release. The New Features Brochure is about eight pages long and is currently available on the Downloads page of the TIW website.

There have been several important last-minute additions to this release, including the Tax Nexus report, which provides sales and transaction information broken out by state. It was important to include this report due to a recent Supreme Court decision that provided states the right to collect sales taxes on sales by out-of-state Web sellers to their in-state residents. At this time, the determination of whether or not taxes will be paid to a state will be made by rolling up the gross sales volume and/or the total number of transactions. Hence the Tax Nexus report to assist our clients with keeping on the correct side of compliance.

If you have been considering adding a new module or two to ALERE, then you might want to do it before the end of this year. ALERE’s standard module price will be increasing, along with changes to subscription pricing, effective January 1, 2019. Software Maintenance Agreements (SMA’s) will remain the same. See the article in this newsletter for details.

Our best wishes to you and your employees as we enter the Thanksgiving season. We value our customers and extend our gratitude for your business confidence.
Inactive Item Numbers
What do you do with inventory item numbers that have become obsolete?

They cannot be deleted because they have sales and purchase history. They can be archived and, after being inactive for a certain amount of time, may be removed through data reduction. However, if clicked on in sales history, ALERE will state the item number is invalid..

In v14.0, an obsolete inventory item may be marked as “Inactive” through the use of an Active/Inactive check box within the Inventory Master screen. This means the item cannot be saved on sales, purchase, transfer or work orders. In addition, the item may also not be released from sales, purchase, transfer orders or issued on work orders.

A side benefit of this change is the ability to create new item numbers, in an inactive state, then use those item numbers to construct prototype bills of material. This provides users the option to release the items at a future date or delete them before they can be used. So the Active/Inactive checkbox has more advantages than just handling obsolete item numbers.
Service Ticket Types
There are a wide variety of service-related jobs, and a service ticket must be able to handle multiple demands and roles. However, in the final analysis, there are fundamentally two types of service tickets. One is a simple ticket where a single service person is sent out to do a specific task, for example providing maintenance for a piece of equipment or installing an appliance. The job is specific in nature, requires little in the way of supporting materials, and is well within a service person’s training and knowledge.

The second type of service ticket involves a complex process where there may be requirements for multiple personnel with varying degrees of training and certification. One or more supervisory personnel may be required. There are a series of steps that must be followed and possibly time-phased. A list of materials is required most likely assigned to different steps; results need to be recorded and measurements taken. Finally, this all needs to be scheduled and activities coordinated.

Both of these types of tickets are well supported by the new Service product from inception, planning on a dispatch board and tracking execution.
Transfer Orders from Purchase Orders
Where does your company take possession of the inventory it buys? For many companies, the answer may be when the inventory is delivered to a shipping point, such as a container ship. It is also often the moment when the clock starts ticking for the accompanying invoice becoming due. In this situation, the problem becomes transcribing the receipt of the items on the purchase order to a transfer location, creating a payable for the invoice, and finally receiving the items at their final destination.

To help automate the process, transfer orders can now be created directly from a purchase order.

The way the process works is that a ship from location is created that reflects where the purchase order is received, i.e. the shipping port. The purchase order is received and the matching payable is created. Then the transfer order is created by copying the line items and ship from location from the purchase order. This places the items in transit. The transfer order is then received when the shipment arrives at its final location. ALERE provides a nice, tidy process that is quick and easy to use.
Technical Seminars - Your Source of Training
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TIW's next Technical Seminars in Easton, PA will be held in January.

The Manufacturing Seminar will be held January 7th and 8th.

The Accounting Seminar will be held January 9th through 11th.
 
Invest in yourself and keep your knowledge of ALERE up to date!
 
Make your reservations now at Technical Seminar Reservations or by calling Chris at 610-258-5161 x 105. Current users on SMAs have certificates that entitle them to a free seat in a seminar.

Send employees to recurring training to educate them on how to use the new features in a just released version. Use it as comprehensive training for new additions to your staff to familiarize them with the capabilities of ALERE. Don't let that free seminar seat go to waste!
TIW Technology, Inc. | Phone: 610.258.5161 | Fax: 610.258.6217