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The Assign Lot window was updated so that the Expiration Date field is now populated based on the value in the Expiration Calculation field on the Item Card window and the value in the Expiration Date Calc. field on the Inventory Setup window.

See the Assign Lot window for more information.

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You can now email purchase orders and quotes to the Buy-from vendor. This replaces the PURCHASE_ORDER event notification, which has been removed from JustFood.

To email a purchase order or purchase quote:

1. In the top right corner, enter purchase orders or purchase quotes in the Search field, and then choose the related link.

2. On the Actions tab, choose the Email action.

3. In the Send Email window, enter the necessary information and choose the OK button.

The following changes were made:

• The Email action was added to the Purchase Order List, Purchase Order, Purchase Quote List and Purchase Quote windows. 

All references to Dimmed Weight have been removed.

All references to the Lanham functionality have been removed. 

The Positive Pay function was removed and  replaced with the base NAV 2017 Positive Pay functionality.

Video

The Create Template from Master function was removed and has been replaced with the base NAV Save as Template function.

To save a record as a template:

1. On the Customer Card, Item Card or Vendor Card window, on the Actions tab, in the Functions group, choose the Save as Template action.

2. On the Template window, enter the name of the template in the Template Name field.

3. Adjust the field information as required.

4. Select the Enabled check box to enable the template.

To create a record from a template, see the following:

• How to: Register New Customers

• How to: Register New Products (Items)

• How to: Register New Vendors

The following changes were made:

• The Create Template from Master action was removed from the following windows:

  • Contact Card

  • Customer Card

  • Item Card

  • Vendor Card

• The following base NAV pages were updated to include JustFood fields:

  • Cust. Template Card

  • Item Template Card

  • Vendor Template Card

• The Create Template from Master report (23019003) was removed

All references to the Zetadocs functionality have been removed.

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You can now view the sales shipment summary from the Posted Sales Shipment window. The sales shipment summary function replaces the ASN summary, which was tied to the EDI functionality that has been removed from JustFood.

The Sales Shipment Summary Format field was added to the Customer Card window, and allows you to choose if the format of the sales shipment summary is None, Shipment-Order-Pack-Item or Shipment-Order-Item-Pack. The sales shipment summary can be viewed and recalculated from the Posted Sales Shipment window.

Note: In order to use this feature, you must use containers when shipping.

To work with a sales shipment summary:

• See Work with the Sales Shipment Summary

The following changes were made:

• The Sales Shipment Summary window was added.

• The Sales Shipment Summary Format field was added to the Shipping FastTab on the Customer Card window.

• The Calculate Sales Shipment Summary and Sales Shipment Summary actions were added to the Posted Sales Shipment and Posted Sales Shipments windows.

• The following fields were removed from the Container Types window:

  • Send EDI Container ASN

  • EDI Trade Partner

  • EDI Code

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On the Item Card window, fields are no longer populated based on the value selected for the Item Category Code field. As a result, the JustFood fields that were added to the Item Categories window have been removed.

Previously, you could populate the Item Categories window with default values, and when creating a new item, when you selected an item category, multiple fields were populated with those default values.

Now, you need to assign those default values to the item template. If you upgraded to JustFood 2017, then your item tracking codes and their default values were automatically added as item templates. When you create a new item, you will be prompted to select a template and you can select the template that represents the item category.

To view the item templates:

1. In the top right corner, enter item templates in the Search field, and then choose the related link.

2. In the Set Up Customer/Vendor/Item Templates window, open a record that represents an item category.

3. In the Item Template window, view the default values set for the fields.

To create an item from a template:

• How to: Register New Products

The following fields were removed from the Item Categories window:

• Brand Code
• Cost Category Code
• Def. Costing Method
• Def. Gen. Prod. Posting Group
• Def. Inventory Posting Group
• Def. Unit of Measure
• Default Incubation Period
• Expiration Calculation
• Expiration Warning
• Facility Code
• Flushing Method
• Include Inventory
• Item Tracking Code
• Reordering Policy
• Replenishment System
• Reserve
• Rounding Precision
• Tariff No.
• Tax Group Code

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You can now set up JustFood so that it will send a general email notification to a defined user when a certain event occurs. In order to do this, you must indicate which users should receive notifications when an event occurs, and you must set up a workflow that will trigger the notification when that event occurs. The general notification email that is sent is based on the Notification Email Word report (1320).

The following workflow events were delivered. These events work with the General email notification.

• A bin record is changed
• A bin content record is changed
• A production BOM record is changed
• A production BOM version record is changed.
• A purchase order line is over-received
• A purchase order line is under-received
• A quality audit is posted
• A quality hold is performed
• A routing record is changed
• A routing version record is changed
• A sales order line is over-shipped
• A sales order line is under-shipped
• An item recall is posted
• An item unit of measure record is changed

To set up general notifications: 

• Set up General Notifications for Workflows

• Walkthrough: Setting up and Sending a General Notification for a Blocked Bin

The following changes were made:

•  The General Email Notification Setup window was added. 

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JustFood has delivered a series of approval workflow templates, which allow you to create workflows that will allows users to request approval and, in some cases, block records until approved.

You can create and manage an approval workflow from a record's window by selecting the Create Approval Workflow or Manage Approval Workflows action, respectively.

Once a workflow has been created, users can send, cancel or view an approval request from a record's window.

The following approval workflow templates were delivered. For more information on each workflow template, see JustFood Workflow Templates.

• Customer Approval with Unblock
• Finished QA Approval
• Item Approval with Unblock
• Job Approval
• Production BOM Approval
• Production BOM Version Approval
• Vendor Approval with Unblock

You can block an item, customer or vendor record until approved by selecting the following check boxes:

• The Block Item on Insert check box was added to the Inventory Setup window.

• The Block Customer on Insert field was added to the Sales & Receivables Setup window.

• The Block Vendor on Insert field was added to the Purchases & Payables Setup window.

To set up the JustFood Approval Workflow Templates:

• See Set up Approval Workflows.

• Walkthrough: Setting up and Using an Item Approval with Unblock Workflow

The following changes were made:

• The Workflow FactBox was added to the follow windows. The FactBox only appears if a workflow has been activated for a record.

  • Item Card

  • Customer Card

  • Vendor Card

  • Production BOM

  • Production BOM Version

  • Job Card

• The Create Approval Workflow and Manage Approval Workflow actions were added to the following windows:

  • Finished QA List

  • Finished Quality Audit

  • Jobs

  • Job Card

  • Production BOM List

  • Production BOM Card

  • Production BOM Version List

  • Production BOM Version Card

• The Send Approval Request and Cancel Approval Request actions were added to the following windows.

  • Finished QA List

  • Finished Quality Audit

  • Jobs

  • Job Card

  • Production BOM List

  • Production BOM Card

  • Production BOM Version List

  • Production BOM Version Card

• The Approvals action was added to the following windows:

  • Finished Quality Audit

  • Job Card

  • Production BOM Card

  • Production BOM Version Card

• The Block Item on Insert check box was added to the Inventory Setup window.

• The Block Customer on Insert field was added to the Sales & Receivables Setup window.

• The Block Vendor on Insert field was added to the Purchases & Payables Setup window.

• The Approval Status field was added to the Job Card window.

• The Job Approval Workflow Setup window was added.

• The Production BOM Approval Workflow Setup window was added.

• The Production BOM Version Approval Workflow Setup window was added.

• The Finished QA Approval Workflow Setup window was added.

• The Job Approval Workflow Setup window was added.