4.15 Release Notes

• Build 78 - Other Size Column - There is now an Other Size column available on the Sales Order lines.  It is then visible on in Work Orders and Color Coordination.  It can be used for products that require two sizes.  Ex. inseam values on Pants or neck sizes on dress shirts.  When Other Size column defaults to the far right side of the line grids.  You can drag the column to the left so it is with the standard size captions.

• Build 74 - For Visual Scheduler users, the Work Order Dispatch screen can now display columns for the Scheduled Machine Code, Scheduled Start Date and Scheduled End Date.  Right click in the column header area and click Columns to show/not show these new columns.

• Build 72 – Create Purchase Order from Sales Order Screen.  There is now an option on the Sales Order screen to directly generate a Purchase Order.  For an existing Sales Order, Click Create PO from the header area of the Sales Order screen.  This will open up the Create PO screen which offers the user the ability to generate a Purchase Order containing all the items on the Sales Order, with the SO# being the new PO#.   Then the user can Save or Email (which also Saves) the PO.  The Subject Line and Message in the Email can be changed by EmbTrak Support through the EmailTemplates table.
  

• Build 72 – Visual Scheduler now only allows users to commit orders that are at the Scheduling step.  Committing a machine or the entire schedule will process the commits, but will stop when encountering an order that is still at a step prior to Scheduling.

• Build 71 – Design Exports now generate .png files instead of .jpg files.

• Build 71 – Edit Customers now has an Active/All Customers button that allows you to display only Active or All Customers’ records.  Click the button to toggle between the two options.
  

• Build 68 – The Product and Color Columns now freeze in the Sales Order item grid.  When you scroll to the right, these columns remain in place with the Product and Description columns.  
  
  
• Build 67 – Barudan now handles jump stitches correctly
  
  
• Build 66 – Copy Down Position in Sales Order item grid.  You can down double-click on the Position Header box to copy the first line’s Position to the rest of the lines on an order.  This works the same as earlier functionality to copy down Design and ProcessType.
  
  
• Build 66 – Work Order Print Starts/Stops.  You can now select to print the Design Starts and Stops on the Work Order.  To add this information, on the Print Work Orders print profile, go to the Detail Format Tab and check the Print Stops option.
  

• Build 59 - EmbTrak now correctly supports the following User Permissions: Users & Groups, Add Sales Orders, Edit Sales Orders, Delete Work Orders, Edit in Color Coordination, Add Customers, Edit Color Palettes, and Edit in Design Library.  (see Appendix C)
  
  
• Build 58 - Edit Products.  There is now an editable Price field on the Edit Products screen.  Items imported from a Catalog will default to the Catalog’s MSRP.  For manually entered items, the default is 0. This is the price that is reflected in the Sales Order line’s Product Unit $ field.
  

• Build 49 - Direct Access to Design Record from Color Coordination Screen.  When an order is pulled up on the Color Coordination screen, clicking the Art button beneath the Design Viewer opens the Design Library record for the current Design.  This is helpful to quickly view Logo Comments or other data for the given Design.
  
  
• Build 46 - Create Manual Pick Tickets (see Appendix B).  This option provides the ability to manually generate Pick Tickets for items on a Sales Order.  
  
  
• Build 39 - Design Proof (see Appendix A).  Design Proof provides a colored representation of each design on each Sales Order line, ideal to deliver for Customer Approval.

• Build 39 - Ship Via field is now visible on the Sales Order Header screen.  Set up Shippers in System → Administration → Edit List Tables → List Data Editor.  Log out and back into EmbTrak and they will be available in the ShipVia dropdown box.  This value will print in the ShipVia box on the Sales Order.  It will also print on the Work Order if the option is selected in the Work Order Print Profile.   

• Build 34 - Design Viewer has been updated, affecting .pdf and .ai files.  See notes below for file creation guidelines.
  • Use standard size artboards.  Use either a small (e.g. 4x4, 5x5) artboard or a much bigger one (e.g. 14x14). 
  • Center the artwork on the artboard.
  • Avoiding putting any artwork off the artboard. Art that spills off the visible board/page may prevent centering of the artwork.
  • Put your art only on the first page / artboard.  EmbTrak displays only the first page / artboard.
  • Approximately filling the artboard with your artwork is preferable. So if your logo is 1x2 inches, your smaller standard artboard is a better choice than your larger standard.
  • Set the clipping boundary to the smallest enclosing box or clipping box. 
  • Alternatively reduce the artboard to the size of the artwork. One method is to go to File | Document Setup |Edit Artboards.  Then double-click on the selected objects to get the artboard to snap to the object bounds.

• Build 23 - Undecorated Lines can be set to go to a Work Order.  Under System → Administration → Settings, check the box for Create Work Orders from un-decorated line items in sales order.  All Sales Order lines marked as Undecorated will now go their own Work Order.

Appendix A

Design Proof

First Available Version:  4.15
Available in Editions:  Express, Elite, Enterprise

Proof Layout
Order proofs are produced by DesignProof.mrt.


The Page Header section is framed at the top of each page.

• At left, the header includes Customer, Order and, if present, Purchase Order.
• At right, the header shows the image by the name DesignProof_HeaderLogo.png at the location defined by the CorporateImageDir value (see Important Settings below).

• To: email for the order’s customer
• Subject: (Customer Name) Proof Sheet for (Order Number)
• Body: “The proof for order (Order Number) is attached.”


Appendix B

Create Pick Tickets

First Available Version:  4.15
Available in Editions:  Elite, Enterprise

This option provides the ability to manually generate Pick Tickets for items on a Sales Order.    Identifying picked quantities allows the received quantities to begin the production process, while leaving the unreceived quantities on the original work order to be routed later.  

Important Settings

The Create Pick Ticket options is only available if the setting UseInvasiveWODelete = 1.  

UseInvasiveDelete affects the Delete Work Orders option on the Sales Order screen.  When 1, delete all work orders that share the same order number as the sales order, which includes pick tickets.  When 0, only delete work orders that share the same order and match on the 4th character of the suffix of the sales order (which excludes pick tickets).  EmbTrak Support can set this for you.

User Interface Changes

The Create Pick Ticket option can be accessed from the Work Order Dispatch screen.  

1. Select a Work Order that represents the Sales Order for which you want to create a Pick Ticket.  Then click “Pick”.

1. Enter the Pick Number.  This may be a number that is meaningful to your company to relate back to a Purchase, or it can be as simple as Pick 1, Pick 2, etc.  Each Pick # should be unique per Sales Order.  Items entered with the same Pick # will be tracked in the same Pick Ticket.
2. In the Picked line, enter the Quantities for this Pick.  If you pick more than was originally ordered, the Pick Ticket reflects that higher quantity, but the Sales Order quantity will not change.
3. Click Save.
4. 

The new Pick will display on the right side of the Picks window:

4. After enter all picked quantities, X out of the Picks window.

The WO Dispatch screen will refresh and display the Original Work orders with any remaining quantities (if the original WO quantities are 0, it will be suppressed). The Pick Tickets will display with a letter in the 4th character of the work order suffix.  



You can now advance the new Pick Ticket through the routing process, through production, and to completion.  The original 560438-00000 will be available when more of the items come in.  If they all come in, you can advance that original work order on through.  If only a portion comes in, you can create another Pick for that quantity.

Appendix C

User Permissions

First Available Version:  4.15
Available in Editions:  Express, Elite, Enterprise

User Permissions can be set under System -> Administration -> Users and Groups.  A Permission can be Granted or Denied.  Previously, for some options, users were granted permission to access regardless of the user setting.  Now the following are working correctly:

Delete Work Orders – a) Ability to delete Work Orders from Sales Orders Management Screen, b) Ability to Delete Sales Orders for which Work Orders have already been generated.

Order Coordination - Prepare Trim Sheet: Edit – Ability to make or save changes in Color Coordination (including Match and saving thread numbers on the item line grid).

Customers: Add – a) Ability to Add a new Customer in Customer Maintenance. B) Ability to add a new customer “on-the-fly” at the beginning of a Sales Order

Search and View Art Database: Edit – a) Ability to Modify a Design in Design Library, b) Ability to Add a Design in Design Library.

Order Entry – Directly Add New Orders: Add – a) Ability to Add a new Sales Order with the + on Sales Order Management screen, b) Ability to Clone a Sales Order.

Order Entry – Directly Add New Orders: Edit – a) Ability to Modify fields on a Sales Order.  

Security Administration – Ability to access Users And Groups program

Access Edit Color Palettes Plugin – Ability to access the Edit Color Palettes program.

Inventory Pop-up – a) Ability to add products through the Edit Products screen, b) Add products through the Import Catalog option in Sale Order Management.