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2021 Digital Southware User Conference

9/10/2021

The SouthWare Partner Alliance is proud to present the 2021 Southware Digital User Conference. We hope to get back to a live in-person user conference in 2022, however, we plan to make this 2021 digital conference a great one. This year we will provide informative content and presentations with additional opportunities to share information between end-users.

Register Today!

New Changes to Improve Defining and Printing to Windows Printers

11/12/2020

SouthWare has made two significant changes to improve defining and printing to Windows Printers.

The first option allows you to define printer margins and will simplify setting up printers for pre-printed forms because you are no longer required to purchase printers that support PCL5 init strings/codes or know the codes to use when defining the init strings.
The second option allows you to define # of copies, orientation and duplex printing. This feature eliminates having to define these options in SouthWare Printer Device Maintenance.

New JSON Export Option added to ReportMate

9/30/2020

Similar to the XML export option, a new export option for “json” data has been added to ReportMate. The JSON format is used primarily to transmit data between a server and web application, and is an alternative to XML. JSON means JavaScript Object Notation.

SQLSync - Ability to Rebuild Key History Files from a Specific Date

8/20/2020

This new feature will allow you to rebuild key history files from a specific date so that you will no longer need to rebuild the whole file when the sync process doesn’t complete.
The new process reads the history files in reverse order and will create SQLSync transactions that will get posted to the MSSQL tables from the SQLSync Background server.
There are two new options in the SQLSync Manager:

Choose "History Files to build from a specific date" to create transactions in the SQLSync transaction file that will be posted to MSSQL from the Background server.
Choose "Create new SQL Table from a specific date" to create the MSSQL table and create transactions in the SQLSync transaction file that will get posted to MSSQL from the Background server.

Currently, this function is limited to a select group of history files:
·         Invoice header history
·         Invoice line item history
·         Service order header history
·         Service order line history
·         Receivings header history
·         Receivings line history
·         PO header history
·         PO line history
·         Inventory Ledger

SOUTHWARE MONITORS LICENSING: NOW FREE WITH CMSS

3/31/2020

The Monitors module will now be available free for all users that are current on CMSS Maintenance.

Contact your Partner for help getting started with this module.

NEW PURGE STOCK ITEMS ENHANCEMENT

3/31/2020

You now have option to purge more old unused records.
Always be careful when purging - once it is gone it is gone.

XX-08-06-05 (Purge Inactive Workstations): Ability to purge terminal records if they have not accessed any company since the date entered. Can choose to purge terminals never used.

XX-08-06-04 (Purge Inactive Logon Operators): Ability to purge operator records if they have not been used since the date entered. Can choose to purge operators never used.

NL-07 (Purge Inactive Requestors): Ability to purge NL requestor id's if they have not been active since the date entered.

Please contact your partner for help with these new features.

Exerve’s commitment to clients during the COVID-19 (Coronavirus) Outbreak

3/22/2020

Exerve is committed to supporting business continuity for our clients, partners and employees. Exerve operates regularly and with special focus during crisis situations like the COVID-19 outbreak with the following:

Exerve's SaaS Operations are supported with data centers in multiple domestic and international locations with substantial backup and redundancy plans to deal with incidents if they occur.
Exerve has multiple offices, as well as telecommuting options to ensure continuity.
Exerve uses the best remote technologies such as video and online meetings to support our client service commitment.
Exerve, through our partnership with the Southware Partner Alliance, has deep and broad backup resources available as needed.
We are also monitoring Federal, State and local guidance, along with updated communication to employees about Coronavirus and how to reduce its spread.

We are committed to protecting our employees as well as providing the support needed by our clients and partners every day. So, to some degree, nothing has really changed.

Thank you for your continued partnership. Please do not hesitate to contact us if we can help you or your business in any way.

NEW PURGE STOCK ITEMS ENHANCEMENT

12/19/2019

New Feature!
This program (IS-06-05-09) allows you to remove inactive stock items (IS-07-01) along with related records. It requires a security level of 9 for Inventory Control (system 6).

No Activity Date
Specify the inactivity date to determine if a stock item has been inactive in order to be selected for the purge. A stock item will be selected for purge only if all of the following are true:

All of the following dates are prior to the period specified:
Last Sale date
Last Invoice date
Last Receiving date
Last PO date
Last Adjustment date
All item quantities are zero
XL Period Sales amounts are zero for the current year
There are no current orders
The item is not included in any standard bills or assembly kits

Vendor Catalog Record
Specify how to process related vendor catalog records:

D – Delete Vendor Catalog records associated with the deleted stock item
S – Save as a Non-Stock Vendor Catalog record

For stock items that are purged, the program will also purge the following related records (if applicable):

Extended Data
Notes
Stock Price Overrides
Commission Overrides
Tax Overrides
Cross-reference records
Vendor catalog (depending on the runtime option specified above)

After the purge, you will have the option to print a report with status information that includes all stock items that qualify as inactive based on the date entered and a status comment for items that could not be purged for other reasons.

NEW FLEX XD

11/29/2019

Flex XD is a MAJOR expansion of the features available in SouthWare Extended Data. Flex XD combines and expands several “best of” features from Extended Data and Notes:

Up to 198 new Flex XD record types (with all the features of standard XD)
- Each type can be related to a master record, related to a transaction, or used as a stand-alone database
- Works like other XD in searches, RM, IM, etc. if not using Date/Time key
- Option to include Date/Time key (like Notes)
  - Allows multiple XD data records of same type related to a single SouthWare record
Each record can contain up to 15 fields of any type (like Transaction XD)
Each field can be defined as text, amount, date, code, etc.
Each field is a search key to the Flex XD records
Each field may contain up to 80 characters'
Example uses:
- For a customer, add a date/time stamped XD record for each time the credit limit is changed
- For a stock record, add a date/time stamped XD record for each price change
- For a customer, add a new XD record with any combination of dates, amounts, flags, and fields
- For a technician, add a date/time stamped XD record for each time the technician attends training/certification class

Enhanced spool manager

5/6/2019

When executed, the program defaults to files for the last seven days, for the current operator. You may also choose files for Today, the last 30 days, 90 days, or all dates, and all operators.
Use the Filter button to select by date range, file extension, program ID, or non-existent files for the records displayed. These options are to help in creating a group of files upon which to perform batch processing. If the filter button is used, the resulting sort will be FIFO.
Use the Select All button to choose all records, and the same button to Unselect All.
When one or more records is selected, the Process button is enabled for batch processing. If deleting, you will have the option to verify each file before delete or to process without interruption. If displaying, the viewer will create unique file names so all the selected files can be displayed.
If you select (double-click) a single file, the default will be to display using Print Preview.
The search feature is available in the toolbar as well as in the grid.

NOTE: if grids are turned off, or in a character-based environment, the manager functions as it did before the changes. The one exception is on a Windows workstation, the display feature uses Print Preview as the default.