Windward Intelligence
Accounts Payable Discounts
Data Loading Supplier Part Numbers
Unit Status Updates
Ecommerce Enhancements
Purchase Orders & More
Below you will find a write-up about some of the most significant enhancements. For those of you that prefer to browse all of the fixes and enhancements in the same place, try the raw Release notes, which you can access by clicking the button. |
Check out more enhancements |
Windward Intelligence reporting was enhanced to include new Customer Analysis and Supplier Analysis dashboards. There were also some user experience changes made within the tool. Learn more and see it in action at windwardsoftare.com/intel
A proper solution for posting Accounts Payable Discounts has been developed to adhere to GAAP.
Net Method
The discount is taken at the time of bill entry and the net value is posted. If the payment is not made within the applicable Re: terms an adjusting entry will be made addressing the discount when payment is made.
Gross Method
Used when the discount is taken when a check is created. The gross value is posted at the time of bill entry and the discount is not taken until the check is created.
A separate entry at the time of payment can be made as of the payment date (in the current book month), debit AP, credit purchase discounts.
When selected the option creates a discount bill in the same book month as the check, even if the cheque and the bill are in different book months. When editing the cheque the extra bills will be visible.
The Data Load functions, Part Load, Customer Load, and Supplier Load have been updated.
In some circumstances, the Supplier Part Number and the Part Number were being treated as the same value. The Part Load function has now been updated to treat them as two independent values.
This same issue was enhanced for updating and creating Supplier and Brand records associated with Parts and Customer records associated with Customer Part Numbers (these are optional features).
Usability has been addressed in the Unit Status values and how they are updated by the System. We went ahead and made some other enhancements here along the way.
A number of updates have been made to the Ecommerce Staging Area.
The Ecommerce SDK has been enhanced to allow price adjustments, although only Sell Through Allowances is currently enabled. STAs with end dates greater than the current date, or active STAs, are published and stored via the new PublishPriceAdjustments staging feature (similar to the other publishes from S5). There is also a mechanism to delete any previously uploaded STA's that are no longer active to prevent build-up of expired adjustments in storage.
New endpoints have been added to the SDK, with in-API documentation, to allow the price adjustment information to be pulled by a third party. Access to the Price Adjustment endpoint functionality is tied to the SDK key permissions for Read Inventory.
Also, please note that although not related to this functionality, this release also has the manual sync functionality removed for users.
The Ecommerce Staging Invoice Import has been modified to fix the account/customer lookup and/or matching to prevent duplicate accounts.
Additionally, invoices can now be imported with customer business names in two new formats:
A new Column has been added to the Receiving PO Designer printout called "PODepartment". This column displays the department number on the PO Line it was received in.
This is helpful for multi-location businesses that have centralized purchasing or for verifying that items have been received into the correct department.
Windward has recently added a self-service updater for customers. You can receive a link with instructions from your account manager.
Customers are required to be on an active Windward Maintenance Contract or a Windward System Five on Cloud subscriber to install or receive product updates. The Windward Maintenance Contract is a standard annual business expense for all Windward System Five users. Windward Software is in business to support your business, and this plan allows us to bring value to you when you need us most. We've put together this top-three video to explain what's included.
We've covered many of the main points in this video, but you can find out more on the Windward Maintenance Contract site.