Many significant changes have been made to simplify use of ERPlite. Among many others are: new shipment editor, new partial Work Order receiving, and new linked table handler. The tutorial below will help show how the new functionality can be used. The tutorial starts with a Sales Order, then generates a Work Order, where partial receipts are performed, and finally performs partial shipments of ordered goods to the customers.

1. "Link to Database Backend" form has been added to the Switchboard under Administration. This allows users to more easily reconnect their frontend to the shared, backend, data file.(including runtime version)

6. Back order quantities displayed on the Shipment Editor and Packing List will not be correct for Sales Order order lines where shipments have already been sent with a previous frontend or before backend updating.
7. An autogenerated Packing Slip number facilitates tracking of shipments. The packing slip number can be used to print copies of documents for past shipments.

4. Archived POs" tab has been added to the Purchase Orders(Inventory) form. This allows users to easily switch between displaying non-archived, archived, or all Purchase Orders at the same.

The tutorial goes through the creation of a Sales Order (Estimate), and then the creation of Work Orders based on the ordered products. Some of the products are shipped using the new shipment editor. Then one of the created Work Orders goes through generating a picklist and then partially receiving the work order through the new work order partial receiver.

** denotes a new feature

1. Go to the Sales Orders form and start a new Sales Order. In this case the SalesOrderID is "SO1228". Make sure to fill in all the orange fields. Example: Customer = "The Cowardly Lion"; **SubLocation = "Forestville"; Employee = "Gayle, DORTHY"

2. Then fill in items and their quantities. **Edit the Tax% field, if the tax percentage is not as needed, for each line on this Sales Order. Example: ItemID = "ASY0008", "ASY0008A" and qty = "500", "100" respectively; Tax% = "7"; DueDate = "26-May-02" and ShippingMethod = "HAND CARRY" for both lines;

3. Release the Sales Order by setting Status = "Released". **Since the items for this Sales Order will be manufactured, click on the "Create Work Orders" button. This will create a separate Work Order for each orderline of the Sales Order. A message box will appear confirming creation and displaying the names of the newly created Work Orders. The Tracking# 's will consist of a new WOxxxx with a hyphen and the SalesOrderID appended to the end of it. Example Tracking# 's = "WO0361-SO1228","WO0362-SO1228"

1. In the Ship Order form, go to the newly created Sales Order(SalesOrderID = 'SO1228'). To process a shipment, click the 'COPY SO LINES AND OPEN SHIPMENT EDITOR' button. It will create duplicates of the original orderlines to edit and print for the shipment, and automagically pop-up the shipment editor to simplify the shipment editing task.

2. The Shipment Editor form will pop-up. On it you edit information about the shipment, including: adding and deleting lines, changing shipment quantities, specifying which which lines should be shown on which reports, printing reports, and filling in the shipped date. Example: Since no ASY0008A items will be shipped this time, select the record by clicking the square to the left of the row and then pressing Delete.

3. The Explode button adds the child records for an item to be shiped, but doesn't affect inventory in STORES. In this example, some of the child records will be printed on some reports. Example: click the 'Explode' button, and then click the buttons under the appropriate reports so the children are displayed correctly. Example: since 200 ASY0008 will be shipped now, where ItemID='ASY0008' set QtyShip='200', then click the Explode button to add the children, with correct quantities

4. To edit more shipment data, click on the Edit Additional Options button. Another form will pop-up where more detailed information can be edited and entered. When finished editing, click 'Return to Shipment Editor' or just close the form.

5. To view or print the documents, such as the Invoice, simply make sure the correct rows have a checkmark under Invoice, and then on the 'Document Preview/Print' tab, click 'Invoice'. Note, this eliminates the confusing editing of the control characters in the previous version.

6. When finished editing and printing reports, then close the form and the original Ship Order form will open with the updated records. When the items are being shipped, go to the 'Ship' tab and click the 'Ship' button. Notice the records now have "Ship'd" included in their PackingSlip column.

7. If you need to print additional copies of reports for previous shipments, this can be done with shipments created with this version. Go to the 'Old Shipments' tab and select the desired PackingSlip from the pull down list box. Then click the report needed. Old partial shipments can be deleted by PackingSlip number.

1. Go to the newly created Work Order with Tracking# = "WO0362-SO1228", generated previously in the tutorial. As can be seen, only one orderline from the Sales Order was included in this Work Order. Each orderline was given its own Work Order appended with the SalesOrderID. Notice that DueDate was copied from the Sales Order orderline, Employee from the Sales Order and ReleaseDate is now.

2. As in previous versions, click the 'Copy WO Line Item' button. Next, click the 'Explode Parent Item' button to have the children created. Finally, edit the picklist(items with Control = "WJ") to be exactly what will be transferred from STORES into WIP and then click 'Picklist'. Example: All parents created from children so, click 'Copy WO Line Item', click 'Explode Parent Item', set Qty=0 where ItemID = ASY0008A and Control = 'WJ', click Picklist

1. Go to the Work Order that was just picked Tracking# = "WO0362-SO1228". To demonstrate partial receiving, enter a value less than the full 100 ASY0008A ordered, and then click the 'Receive Work Order' button. Example: Received Amt="50". Click 'Receive Work Order'.

2. When less than the full amount of a Work Order is received at a time, then two messages will appear explaining what is happening. Click 'OK' on both the messages to receive the partial amount.

3. You will then be automagically switched to the Work Orders Partial Receiving form to enter the children consumed for the receipt. The line to be received, Control = "ZW" cannot be edited. If it is wrong, delete the whole partial order, go to the WO Receiving form again, and receive the correct amount.

4. The Work Order Partial Receiving form works basically the same as the normal Work Orders form, except that it receives instead of picks. Click the 'COPY WO Line Item' button and then edit the copied line for the following explosion. Click the 'Explode Parent Item' button to get the children that will be consumed during the receive. Example: click 'COPY WO Line', don't edit yet because all parent/receive items are created from children, then click 'Explode Parent Item', then set Qty='0' where the ItemID = ASY0008A and Control = 'WJ'

below shows after explosion, and before editing the Qty=0 for ASY0008A

5. Finally, click the 'Receive Partial WO' button to create the necessary inventory changes for the partial receipt, and closes this partial WO. If the partial receive was incorrect, click 'DELETE WO Receive', re-edit the consume list, and then click "Receive Partial WO' again.

6. The Partial Receiving History report is useful for verifying the amounts consumed, residual in WIP, and created by the partial WO's for the original Work Order. It can be prior to receiving to verify previous partial receipts.

Although this order has not been fully completed in this tutorial, given the processes demonstrated, the orders can be easily completed by continuing the perform the procedures outlined. Please review the Notes section for quick reference of the changes.