What's new in version 2402.0.0.0

Features

With the features added in this release of the Aptean Call Plan extension, you can:

• Streamline purchase call plans by setting default call days and specifying the source for the inside purchaser.
• Organize the vendor contact information and schedule vendor calls for receipt activities.
• Enable cut-off restrictions for specific vendors or order addresses, ensuring non-editable purchase lines after a designated cut-off time.
• Set cut-off warning minutes to trigger visual alerts, indicating when purchase lines may become non-editable.
• Define the source for inside purchaser codes when a sales order is created from a call plan worksheet. The inside salesperson code on the order will be inherited from the selected source.
• Set default call days to determine the specific days to contact vendors for particular receipt days.
• Specify order entry cut-off times to ensure that purchase lines become non-editable after the designated times on scheduled call days.
• View or create call plan worksheets to manage vendor contact schedules, enhancing communication and coordination.

For more information, see Set up call plan for purchase.

• Configure call plan structures directly from the Vendor Card or Order Address page.
• Include vendors in call plans using the Include in Call Plan toggle for streamlined vendor management.
• Set contact information for vendors to facilitate communication regarding call plans.
• Define call and receipt days to specify when vendors should be contacted for purchase orders. Additionally, you can set call windows by defining start and end times for contacting vendors on scheduled call days.
• Determine call plan frequency to ensure regular communication with vendors (weekly, bi-weekly, every three or four weeks).
• Track the last creation dates for call plan records to maintain up-to-date vendor interactions.

For more information, see Set up call plan sturcture for vendor.

• Generate personalized worksheets for vendors and order address contacts based on designated weekdays.
• Define receipt dates and days for requested and expected availability in the warehouse.
• View and manage multiple orders for the same vendor or address on a specific call date.
• Identify blocked transactions involving vendors with operational issues.
• View vendor and address details for accurate contact information and order management.
• Generate call plan lines using specific call dates and vendor filters.
• Create new purchase orders directly from call plan lines, inheriting key field values.
• Send emails directly from the worksheet to streamline communication with necessary contacts.

For more information, see Purchase call plan worksheet.

• Generate call plan lines by selecting specific call dates and applying vendor filters, creating tailored entries for vendor contact schedules.
• Customize worksheet generation options by using the Clear Existing Lines and Ignore Last Used Call Plan Date toggles, ensuring accurate and relevant call plan entries.
• Move call plan lines from one worksheet to another, streamlining the organization of vendor contact schedules.

For more information, see Generate call plan lines on the worksheet.

• Create personalized call plans for vendors or order addresses using responsibility centers.
• Generate call plan lines specifically for vendors based on their associated responsibility center, providing targeted call plan setups.

For more information, see Set up call plans with responsibility centers.

UI/UX changes

The following UI/UX changes have been made in this release.

• The Purchase Call Plan Setup page is added.
• The Purchase Call Plan Worksheet page is added.
• The Vendor Call Plan Setup page is added for the corresponding vendor.
• The Call Plan Setup page name is renamed to Sales Call Plan Setup.
• The Call Plan Setup page name for the respective customer is renamed to Customer Call Plan Setup.
• The Call Plan Worksheet page name is renamed to Sales Call Plan Worksheet.
• The Sales Call Plan Setup and Purchase Call Plan Setup actions are added to the Responsibility Centers and Responsibility Center Card pages.
• The Include for Cut-off Time Restriction toggle is added to the General FastTab of the Purchase Order page.
• The Inside Purchaser Code field is added to the General FastTab of the following pages:
  • Vendor Card
  • Posted Purchase Receipt
  • Posted Purchase Invoice
  • Posted Purchase Archive