Connections 2010

What s New in
DM2
With
Chris Lemonier
DM2 Software, Inc.
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My Name is Chris Lemonier
I am the VP of Technology
for DM2 Software
And I am an Alpha GEEK!!!!
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And I have no
issues holding the
iPhone using
Steve Jobs s
Recommended
Method
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At Dinner in Dallas last Wednesday
Scott Zandbergen with Sage said he got an Apple TV
.
Whatever
Gigabit Ethernet
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Throughout MY HOUSE!!!
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DM2 has been selected to serve on the Sage Product Advisory Council
(SagePAC)
What is the Product Advisory Council?
The PAC s primary role is to serve as a dedicated group of partners that support
the long term success of Sage products through validation of product plans and
designs
PAC members are a resource to product management, designers/business
analysts, UCD, developers, and other groups that require product related
feedback
What is expected of a PAC member?
PAC members are expected to actively participate in the PAC meetings, product
surveys, design reviews, beta/controlled release programs and other activities
where Sage would like input or feedback from PAC members.
Advantage Direct line of communication related to product enhancements
and future development priorities We can better be your voice with Sage
Software
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Sage Extended Enterprise w/
SageCRM
Updated DM2 Online Help
Expanded Price Levels
Wholesale Price Quotes
Enhancements
Fuel Price Copy by Product
Freight Rollup by Customer
End of Day Audit Tool
Sage KnowledgeSync
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New Extended CFN
Functionality
Cardlink Transaction Alerts
CardLink Automated Fees
CardLink Price Inquiry with
Drill Down
StoreLink New Integration
StoreLink New Reporting
Credit & Re-bills
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Sage has a set of addons for MAS that they make available to the Resellers called
Extended Solutions.
There are hundreds of these addons that add additional small to medium functionality
In 2009 Sage decided to no longer sell and support the Extended Solutions products
They will no longer be charging maintenance and are not available to do development
Sage decided to open the source code for some of the extended solutions to the
Master Developer community under the existing agreement
This means that DM2 has access to about 85% to 90% of the Extended Solutions
Source Code
These solutions are no longer sold by Sage and we are free to integrate the source into
our core products at our discretion
The remaining 10% to 15% is going to be incorporated into the core MAS90/200
product starting with 4.40
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3.71 Introduced
Business Insights Dashboard
4.05 Introduced
Business Insights Reporter
4.30 Introduces
Business Insights Explorer
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High Performance Powerful realtime analytical tool
You can make spontaneous inquiries, drill-down within
critical data and conduct detailed analysis all the way
down to individual transactions
Provides direct access to MAS functions
Easy to use Graphing Capability
Supports saving views
Data can be exported easily
Included for free with 4.30 Upgrade
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3 User Modes
Preview Mode
Allows for Read Only Viewing
Explore Mode
Allows the creation of customized views
Views can be user specific or shared across multiple user groups
Task Mode
Provides direct access to related MAS Functions
In the tasks pane you can see some different actions you can take
Honors Security Rights
In all modes
Filtering is supported
Bottom Grid changes when items from the top grid are selected
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Data can be
exported to
Word
Excel
Access
For further
processing
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DM2 has added many fields to the standard Sage tables. Some of these fields
may not automatically appear in the BIE views. The following procedure describes
how to add these fields to the views.
Note this is for DM2 fields in Sage tables only
entire DM2 module Tables.
this does not apply to adding
Generic Steps
Open BIE and select a View
On the Edit menu, select Column Settings
Click the Add button
Expand the View and select the DM2 field you wish to add
Click OK a few times to back out.
The last column(S) of the view will now show the added DM2 fields
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FT5/FT9 Fuel Costs
FT7 FT Discounts
FTZ TaxLink File
FT1 Tax Exemptions
FT2 Tax Setups
FTO - History
PD7 Tank
PDS Schedule
PD9 Drop History
BO8 BOL History Header
BO9 BOL History Detail
BOR BOL Receipt History
BOA BOL Product Setups
BOC BOL Pickup Setups
BO7 BOL Tax Setups
CL4 Cardlock Current Period
Transactions
CL7 Cardlock Transaction History
CL1 Cardlock Account Masterfile
CLC Driver Card File
CLV Vehicle Card File
CLE CL Exemption File
CLA Special Pricing
Coming in a future release
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Sage Included Paperless Storage Solution
Integrated into MAS Modules
Supports emailing and Faxing documents
Excellent solution for storing Journals and
Registers
Files are stored as PDF s
Free with 4.30 Upgrade
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Sage Documents Supported
Purchase Orders
Vendor Returns
Sales Orders
Sales Order Invoices
Customer Return Merchandise Authorizations
Accounts Receivable Invoices
Job Cost Invoices
Journals and Registers
Period End Processing Reports
All standard reports generated by the system, including those created
using Business Insights Reporter
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First set of DM2 Standard Reports are now available in
Sage Paperless. They support all the standard
functionality and behavior of the Sage Paperless
system
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Petrolink Reports menu (top six) - compliance
reporting
BOL Update Journals
BOL Reports
compliance reporting
CL Update Journals
CL Tax Reports
BL
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audit trail
compliance reporting
Update journals
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audit trail
audit trail
C-Store Retail Management
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StoreLink Home
office Functions
have been
Added to the
MAS/DM2
Launcher
This makes day
to day access
more seamless
We are also
beginning to
move more
setup options
directly into the
MAS Module
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The StoreLink Module inside of MAS has
been converted to the 4.X architecture
We have begun the process of rewriting
the StoreLink code into Providex
The First Screen is the Store Manager
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Have you ever gotten one of these wrong on a billing
Cost
Price
Quantity
I thought so
First you have to create a Credit entry
Fill in the Header
Enter the Lines
Make sure you have it all correct
Update it and then
Go back and do it again to make the re-bill
Fill in the Header
Enter the Lines
Did you get the taxes right?
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The new Credit & Re-bill feature
automates this process
For a Billing Invoice
And for a Bill of Lading Receipt and
Invoice
Let s Take a look at how it works
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Here is the new Invoice
Credit and Rebill
Just open up Invoice Data
Entry
Select the Credit/Rebill
Button
Select whether this is a
Credit and Rebill or Credit
Only
Choose the Customer
Choose the Original Invoice
And enter the Invoice no for
the Credit and the Rebill
Choose Proceed
The header and line details
are automatically filled in for
both the Credit and Rebill
Invoices
You can then make any
adjustments you need
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For Bill of Lading it is just 2 steps
First you pull up Bill of Lading and
select Create Credit Bill of Lading
A list box will be displayed
showing previously processed
Bills of Lading
You then select the Bill of Lading
you want to credit
The Bill of Lading will
automatically fill in the header
information from History
Then select the Distribution Tab
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The distribution is
automatically filled in for
you
It Includes the costs,
quantities, pricing and the
original taxes
All of the related customer
invoices are automatically
created
Then choose Accept
And you are Done
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The second step is to create
the Re-Bill
First you pull up Bill of Lading
and select Create Rebill Bill of
Lading
A list box will be displayed
showing previously processed
Bills of Lading
You then select the Bill of
Lading you want to re-bill
You will be prompted to select
to bring in the header
information
The bill of Lading will
automatically fill in the header
information from History
You can then make changes as
necessary
Then select the Distribution
Tab
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The Distribution Tab will be
Displayed
You will be prompted to
load the original Bill of
Lading Line Data
The distribution is
automatically filled in for
you
It Includes the costs,
quantities, pricing and the
taxes
You can then make any
adjustments for the re-bill
Then choose Accept
All of the related customer
Invoices are automatically
Created
Run the Update
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This is available as a retrofit for all 4.3
Customers
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Credit Memos can now be created for
Invoices containing Fuel Products
Taxes are Calculated properly
All standard Credit Memo Functions
are supported
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Some things are
simple but
important!
Allow an operator
to setup Type 9
pricing when
establishing a
new Ship To
Location
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From the tank
record in
Dispatch
From the ship
to record
From the
customer
master record
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The Convert Program is the only change
Should be plug and play if you do not have
custom in the CFN conversion
No charge for programming as this is covered
by your subscription fee
Available now if you need it installed
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I was trying to create a flowchart to explain
freight calculations in the Petroleum
industry and gave up when it kinda started
to look like this
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We made it smarter: BOL Freight is now calculated using a true
hierarchy
The system starts with a full 9-digit zip code, then 8-digit, 7-digit, etc
until a match is found
Then the system will look for a specific Fuel Type
If a specific Fuel Type is found the system will look for a specific Zone.
If there is no specific Fuel Type it will select the All Fuel Type and look
for any Sequence No. that contain the same Zip/Fuel Type.
If a specific Zone is found the system will then look for a specific Carrier,
etc until one specific match is found along with any records that share
that same match but with a different Sequence No.
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Fuel Tax are now applied in the order of appearance by sequence
number and accumulate the discount amount to be applied to the
cost
In fuel tax discount table maintenance, the operator now has the
ability to enter a sequence number which will determine the order of
calculating the discounts
If an entry is made to an existing line, the system displays a prompt
indicating a change and will overwrite previous data
After a new entry is made system will resort discounts by sequence
number order
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Made
sequence
number
maintainable
Allows the
user to modify
existing
entries
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Conoco Phillips
Chevron
Shell
Exxon Mobil - Pegmost
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Exxon/Mobil Pegmost Interface was the only
interface left using a separate method for setup
and transmitting of data
Standardize Pegmost to follow the same format
as Conoco, Shell, and Chevron
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Setup for products
now follows the same
method as the other
interfaces
Transmission is now
handled by a F/T
program the same as
the other Major Oil
Interfaces
P/D is no longer
required for the
operation of Pegmost
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Pegmost is no
longer part of
Dispatch
Scheduler
Don t Ask!!!
It is now in the
Interfaces Area of
PetroLink
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Items are now
setup under
Vendor Item
maintenance in
Inventory
Instead of a
separate area
only for Pegmost
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Setup is similar to
the other Major Oil
Interfaces
The actual
processing is also
the same
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Business Case
Petroleum Marketers who own and operate cardlocks are constantly
looking for ways to provide additional value to their customers.
They are trying to find ways to compete using methods beyond
competitive pricing.
One of the methods they employ to lock their customers in is by
providing transactional level data that the end user customer can then
import into their own back office system.
Currently the eCardLink solution provides a method for downloading
the transactions but the Petroleum Marketers would like to have an
alternative that would provide a push method for delivering a file to the
end users
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This is generally an enhancement to outbox to allow a new kind of
document transmission.
Instead of just sending a PDF of an invoice it also now allows the
transmission of a transaction export file attachment.
Receiving a transactions file is enabled through C/L Account Outbox
Setup
The email address can be specified
The File Type is a CSV that matches the layout that eCardLink uses
The file is sent via email during the invoice run
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C/L File Export is
now an Option
for a Document
Type
You can make
the same kind of
email formatting
setup as other
Outbox
documents
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Setup is easy and
follows other
Outbox
documents
Simply specify the
document type
and the email
address(es)
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The PDF invoice
continues to be sent
as normal
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A separate
email is sent
containing the
CSV file
attachment
The text in the
email is based
on your
previous setup
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File is a CSV file matching the same layout as an eCardLink Download
It can easily be opened in Excel
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Added the ability to
price invoices by
date AND time
Both in Table
Maintenance
And in Cost
Maintenance
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Added the ability to add state load fees to sales orders
and invoices based on the customer s Ship To/main
state
Previously, this was done manually but it has been
automated based on selection criteria
This was a critical enhancement for Petroleum
Marketers in Texas but the enhancement is flexible
enough to handle other states requirements
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Sales Order
Setup
Miscellaneous Item Maintenance:
Need to set up a Miscellaneous Item Code for the Load Fee
The item can be a charge, where the Sales G/L is assigned, but
no cost or inventory G/L accounts are necessary
If you want to track Cost and Inventory, it is suggested
that a Miscellaneous Item is used.
If no G/L accounting is required, this can be a Comment
type of item
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PetroLink Setup
Select checkbox
to initiate the
Load Fees
option
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Once the Activate
Load Fees is
selected it will
Allow access to
the PetroLink Load
Fee Maintenance
screen
Enable the Load
Fee Exempt
checkbox in the
Sales Order
Entry/Invoice Entry
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The State Code drop box is
pre-loaded with all US
States and Canadian
Provinces
If data has previously been
entered for a selected State
Code the information will
automatically populate.
The Sales Order/Invoice
Customer/Ship to State
value from address lines will be matched for this fee
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To allow for multiple
fees per state a
Sequence number is
supported
One Alpha-numeric
character. 0-z (allows
for both upper and
lower case letters for a
total of 62 sequence
options)
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Apply Load Fee to
Misc Item
Setup Misc
item/charge that will
be applied to a sales
order/invoice if
applicable based on
the Load Fee
You can enter the
code using a leading
/ or just the code
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This section is used to
specify the
From Quantity
To Quantity
Fee Amount
Allows you to control the
calculated Fee Amount by
Quantity Breaks
Operates Similarly to
Quantity Breaks in Pricing
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This Section handles Quantity
Increments above the Maximum
To Quantity setup
Example
For Increments Above is
10,000 and For Any
Portion of QTY is 5,000
Then any quantity on the
sales order/invoice above
10,000 gallons will have an
added fee amount of $7.50
per 5,000 gallons.
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Apply Special Rules
At Least QTY - Enter the
minimum quantity that will
apply to a specified rule
Less Than QTY - Enter the
maximum quantity that will be
applied to a specified rule
Apply Rule There are 4 types
of rules
Minimum Load
Maximum Load
Add to Load Fee
Subtract from Load Fee
Special Rule Adjustment
Enter the substitution or addition to
the specified rule.
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The next process is to associate
products with the Load Fee and
Associated Rules
The Assign Products button will
bring up a separate screen with all
Inventory Item Codes that are NOT
a type = Discontinued
A Grid is displayed with
checkboxes for fee/rule
applications:
Fees Based on the Customer s
State Code
UOM If the UOM factor is
something other than 1 the system
should multiple the quantity
ordered/shipped times the UOM
factor and use that number for
calculating the Load Fee
SR Based on the Special Rule for
the specific State Code/Sequence
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Fee is automatically
added to the Sales
Order
There is a default
comment on the Lines
tab of both Sales
Order Entry and
Invoice Entry for the
Load Fee
LOAD FEE: SS-s
where SS = State
Code and s =
Sequence number.
The S/O Line
Comment will override
the default if there is a
description entered
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Let s review the features added
since 4.3 was released
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Removed Tax Included field from Vendor Fuel
Tax printout
Modified Invoice printing for when rolling up freight
into the product line, do not add the freight per unit
price to the product price, but take the extended
amount and divide it by the quantity shipped.
Suppress Price Lock message when price has not
been altered.
Modified
program
so it looks at Strip Leading Zeros
End
of Day
Report
setting in Options before attempting to strip leading
CardLink Pricing Inquiry Drill Down
zeros
C/L
CSVPost
File
Modified
by Export
warehouse flag from Cost of
Goods1Sold
Inventory when performing an
And
or 2toMore
internal Purchase Order
Modified error message to be more meaningful and
allow a retry before producing the error message
Added Sage s standard PDF converter
Added AM/PM to log file of SQL Export
Maintained the word All when accessing the Cost
table and selecting ALL sites.
Added ability to import IMB Type 1 Vendor Rebate
information
Added warning message in Purchase Order if
adding an item for Shell that is not tied to an IM_12
record
Added ability for customers to customize SQL
Export using an .INI file
Rewrite of StoreLink to incorporate Crystal
Reports, Customizer, customizable grids, etc.
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ACT/ACTD pricing
Added DM2 data files for integrating into
Business Insights Explorer
Added new C/L CSV File Export
document type in Outbox to allow exporting
of CardLink file exports.
Created unique invoice number that
automatically increments upon generating
invoices to prevent duplicates
Modified Tax Link option "Output Data
Only" to "Export Last Extraction Only"
Modify program to use Transaction Date
rather than Invoiced Date
Adjusted magnetic card changes so the
CL_HA data file was not being written to in
certain circumstances
Adjusted filters so they are maintaining data
after Create Sales Orders button has been
selected
Modified hierarchy of default purchase
order number for SO Orders/Invoices
Modified Sage issue where Finance Charge
Rate was rounding to two decimal places
rather than taking the default from AR Setup
Added Sequence numbers to Fuel
Discounts for easier maintenance of
discounts.
Expanded Price Level field to three digits
Moved Pegmost Interface programs from
Dispatch to PetroLink
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ExxonMobil
Frams
ASG-Cypress
VinyardSoft
ConocoPhillips
Pacific Pride
Veeder Root
Televent DTN
Axxis
Gasboy
Opis
Automated Wireless (AWE)
Midcomm
Shell Oil
CFN
TMI
Intralight
Mannatec
Commdata
CMI
Symbology
PC Charge
Scanco
Sage Software ACT/SalesLogix
SmartLogix
Sage Software - MAS
OPW
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Pinnacle
Zytax
Guru Alliance
Front Office
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Back Office
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DM2 Enhancements
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User Interface Layer
Business Logic Layer
Service Layer
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Custom Programming Layer
DM2 PetroleumInsights Masters Layer
Sage Layer
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Allows layers to be replaced with minimal impacts in
other layers or other programs
Makes Custom Programming Easier and Faster
Lowers Total Cost of Ownership (TCO) for Upgrades
External Object Access follows Business Rule Logic
Supports easier interaction with other third party add-ons either
from Sage or other Master Developers
Will allow Customer Applied Service Patches in the
future
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Report Options can be
Saved
Report Options and
Selections can be user
Specific or shared across
Multiple Users
Sticky Print and Preview
Options
Reports themselves can
By edited and saved by
Users with the proper
permissions
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Add/Modify Screens
Create New fields in the database
Add new tables to the database
Create workflows based on User Defined
Fields and Tables
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Stability
Indexed Files Removed
WOUP (Write Once Use Plenty)
Faster Development We don t have to reinvent
the wheel each time (Custom and Development)
Customization No 2 companies run their
businesses the same
3rd Party Partner Integration (Open API)
Other Sage MD s
Your other software vendors
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Started with 4.3
In Framework Now
DM2 General Ledger
DM2 Sales Order
DM2 Accounts Receivable
DM2 Accounts Payable
DM2 StoreLink (c-Store Retail)
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In existing B/O Update large portions of the inventory
module were essentially copied into the B/O module
If defects were discovered or enhancements made to
inventory it was difficult to take advantage of them
New Bill of Lading Framework Update uses Inventory
directly
Bill of Lading Framework
Will Support FIFO/LIFO (all costing methods)
Will be more stable (B/O is one of our top support issue
generators)
Will provide a platform for much needed enhancements
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StoreLink
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DM2 SQL
Intelligence
SageCRM
MAS200
ERP
Sage is currently Beta Testing a SQL
Version of MAS200
DM2 is beginning to work on making all of
our modules available on Microsoft SQL
Server in addition to the Native Database
This is a direct benefit of the Framework
architecture
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This is an exciting time for us!!!
We are beginning this new chapter in our
continuing journey together as partners
As we say at DM2 - Group Hug!!!
Now!!! Back to work!!!
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Thanks for
Attending
DM2 Software, Inc.
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