Nexus 10 Release Notes

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Contents

1. Overview ...... 4 2. Nexus Control Centre ...... 5 Enhancements background ...... 5 All programs (pfx and # alike) can be searched and accessed via the menu tree ...... 5 All programs (pfx and C#) can be searched and accessed via [File – Run a Specific Nexus Program] 6 3. New Nexus Menu Maintenance (SYMNUMNT) ...... 7 Menu maintenance ...... 7 Program Maintenance ...... 9 4. New Anytime EOP ...... 11 The Challenges ...... 11 Nexus Calendar ...... 11 Module Status Maintenance...... 12 Module Locking Monitor (SYCMLMON) ...... 13 Enhanced EOP Control Program (EOPCNTRL) ...... 13 5. New Anytime Statement ...... 15 Debtors Statement Enquiry (ARSTAENQ) ...... 15 Statement Print After EOM (ARSTRARPA) ...... 16 6. New Data Change Auditing ...... 18 7. Picking and Delviery Run Enhancements ...... 20 New Invoice Delivery Maintenance (SADELMNT) program ...... 20 New Consolidated Pick of Invoices (ARPCNRPT) ...... 21 New Debtor Delivery Run Maintenance (ARDLRMNT) ...... 21 New Truck Run Reconciliation (SARUNREC) ...... 23 New Truck Run Reconciliation Report (SARUNRPT) ...... 24 New Driver Maintenance (DRIVRMNT) ...... 24 8. Significant Enhancements in Document Centre ...... 26 New Debtor/Creditor/Employee/GL Account Master file docs ...... 26 More options when attaching Master File documents ...... 26 Control who can see and attach documents easily ...... 27 New Document Type for Creditor’s Invoices ...... 27 More ways to see supporting documents across Nexus ...... 29 Ability to add generic documents for your own purposes ...... 30

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Drag and drop directly into the document centre ...... 31 Choose default document validity in Nexus 10 ...... 32 Ability to delete and purge documents ...... 32 9. Automatic Bank Reconciliation ...... 33 10. Miscllaneous Enhancements ...... 34 Easy to use Forms Default Maintenance ...... 34 Enhanced Nexus Email Configuration ...... 37 Suppliers Invoice PO Drilldown ...... 38 Creditor’s Statement Print ...... 39 Nexus PDF Report Integration ...... 40 Nexus FastReport Changes ...... 41 New Overdue Account Notification Email (AROVRNOT) ...... 42

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1. Overview

Nexus 10 encapsulated some major changes and enhancements to existing Nexus programs with the focus placed upon the Control Centre, EOM processes, Statement generation, Document Centre and Automated Bank Reconciliation process. This document outlines the changes that have been released with the Nexus 10 system.

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2. Nexus Control Centre

Enhancements background

The menu tree structure in Nexus was introduced in Nexus 2012, in .5, the search capability within the menu tree was added. In Nexus 10, the menu tree has been enhanced even further as per our clients’ suggestions. Now ALL Nexus programs (Pfx and C#) can be searched and launched from the menu tree.

Up to Nexus 9.5, a Nexus program could be launched using one of the three methods: 1. Launching from the menu (limited to Pfx programs) 2. Launching from File – Run a specific Nexus Program (limited to Pfx programs and limited C# programs, and, you needed to know the exact program name to launch it) 3. Launching from a Speed button – For all pfx programs and C# programs (you need to know the exact name of the program, and parameters required if any)

Very often, users were unaware of new programs/features developed in C#. Although it is easy to create a speed button or do a [File – Run], the challenge is that you can only access the program if you know the program name. Thus, if you were exploring Nexus without the guidance of a help system or release notes, many new features were likely to go unnoticed and not taken advantage of.

To address this, major changes have been introduced in Nexus 10 so that programs can be easily searched and launched, with additional short description for each program provided to help users understand what a program can do.

All programs (pfx and C# alike) can be searched and accessed via the menu tree

If you switch on the Menu Tree View – Tree View Menu (Ctrl-T), you should see all the programs, unless it’s been disabled by Nexus Menu Maintenance (SYMNUMNT), organised by modules, similar to the Menu system itself. Without expanding each module, you can simply type in a key word, such as ‘Email’ (see example below) to look for any email related programs across all modules. The search will search for program codes as well as program names. Clicking on a particular program, the bottom of the pane will also display a short description of the program. The ‘More Info’ link will take you to the help page of the selected program where you can see more detailed description of the program if available. You can also launch the selected program by double clicking on the item in the tree or click on Start Program link at the bottom left of the tree pane. Upon launching the program, if the logged in user does not have the required security to run this program, a dialog box will show up, otherwise, the program will be started.

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All programs (pfx and C#) can be searched and accessed via [File – Run a Specific Nexus Program]

As described earlier, this is an alternative way of launching a program. The enhancement in Nexus 10 is that you can supply a set of configurations and program parameters to the selected program. Previously, only Speed buttons can have parameters configured for a program to be run. Now the same can be achieved here using File – Run menu option. Program Configurations are pre-defined settings you can select and load to facilitate the running of a program. The definition of these settings will be described in the next chapter.

Also enhanced is the program lookup. Now you can search by program name OR description in the new lookup, eliminating having to learn the exact program name.

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3. New Nexus Menu Maintenance (SYMNUMNT)

This program is an enhanced version of the existing SYSTEM MENU MODIFICATION (SYSMNMNT) program. Through this new program, you can manage the menus as well as programs configurations. Be aware of the security level required for this program, as changes here will impact all users, and it should be reserved to Nexus Administrators to perform this type of changes.

There are two tabs in this program.

Menu maintenance

Menu maintenance tab allow you to add a new program to a menu, move a program up and down inside a menu or out of the menu and even disable/delete a program.

If you do not find a program, then you can go to the Program Maintenance tab first and add the new program desired and it then will appear later in Menu Maintenance tab. This includes programs external to Nexus.

You can add the same programs in a menu with a different configuration setting. For example, you can have the budget maintenance program added under Account Receivable menu with parameters to start the AR budget maintenance and the same program added to Stock Menu section with parameters to start the Stock budget maintenance.

You can also add a new sub menu inside a module using this program.

Moving a program between sub menus

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Adding of sub menu and menu item

Newly added sub menu and item in Nexus

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Program Maintenance

Here you will see a list of all the programs that Nexus has. Through this interface, you can ▪ add a new program (even non nexus programs like Notepad) ▪ change the type of the program (Powerflex, C#, External, Report or Other) ▪ change the security level needed for a user to run the program ▪ choose where a program should appear in the menu ▪ update the summary of a program from a program and later use the tree menu in Nexus Control Centre to search the program using this summary. ▪ set the password required to run a program ▪ set the security for a particular ‘Configuration’ of the program. For instance, programs that can run with parameters to control ‘Standard’ template reports, as opposed to ‘Professional’ template reports, allow for each option to have security specifically set.

Program maintenance

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Ability to add a new program to a menu

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4. New Anytime EOP

The Challenges

The End of Period Process (EOP) is an important process in most accounting systems, and it plays a significant part of accounting processes in Nexus ERP. It allows transactions to be properly closed and monthly results totalled and finalised for each Debtor, Creditor, Stock and GL Account, allowing account keepers to reconcile and journal any discrepancies and have a clean start for the next period. The challenge that Nexus users have been facing regarding EOP is twofold: 1. EOP in some systems can take hours to complete. Prior to Nexus 10, this process typically had to be conducted after hours when operators were logged out of the system. The person responsible for running the EOP process would need to stay back and perform this task. Quite often, such as around the New Year etc, this would prove to be highly inconvenient. 2. If for any reason, --perhaps due to unclosed transactions preventing EOP from completing correctly, the jobstream would be interrupted, there was often no easy roll back available. ETQ technical team has to be involved to check the EOP stage the system was at and manually correct any errors and complete the rest of the EOP process.

To address these challenges, Nexus10 introduced major changes around the EOP processes. The essence of the changes is the introduction of a Nexus Calendar and the fact that the EOP process can be performed during normal business hours whilst users are entering transactions

Please note, you can carry on with your existing traditional EOP processes until you are comfortable implementing the new EOP process. Once implemented, the new EOP process will replace the old process in your Nexus system. We strongly recommend you test setting up the new process in your Train system before you make changes to your Prod system, and get in touch with ETQ consulting team to guide you through this important change over.

Nexus Calendar

With Nexus Calendar (SYSCLMNT), users now can predetermine the Start Date and End Date of a period. The benefit of defining the start and end date is that you are no longer bond to completing your EOP on the last day of the month or start of a new month. Once the dates are defined, generally speaking, any transactions with the applicable date (which can be the system date or transaction date depending on your Nexus settings) falling outside the current period will automatically be going to the next period.

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Module Status Maintenance

If the Nexus calendar is established, then you can use this program to close a module. This program can be run at any time with users still in the system. Modules that can be closed are AP, AR, CB, JC, PC, PR and SA. If a module is turned to 1 – CLOSED, then no more transactions can be entered for that module for the current period. All new transactions will be treated as a future period transaction, regardless whether the applicable transaction date (which could be either the system date of the person who is process the transaction last logon activity, or the delivery date of the transaction depending on the system settings).

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Module Locking Monitor (SYCMLMON)

When system is set to use Calendar Periods, Nexus will create a record in the SYSMDTRK table whenever a user creates/edits a current period transaction, the SYSMDTRK record will be deleted once the user finish with the transaction. The SYSMDTRK record keeps the time when it was created so the Module Locking Monitor (SYCMLMON) can make an assumption as to whether or not the user is still editing the transaction or the program used for editing the transaction has crashed & the SYSMDTRK record is just an orphan record left behind.

This program is called by the End of Month program to check and see if there are any records for a module in the SYSMDTRK table before proceeding. The SYCMLMON program will automatically purge the SYSMDTRK records that it thinks are orphan records based on the duration the records have been in the system. If it can’t purge all the SYSMDTRK records for the particular module, it will load up and prompt the user to deal with those records.

The SYCMLMON program can also be called manually by the user.

Enhanced EOP Control Program (EOPCNTRL)

This program was introduced in Nexus 9, and in Nexus 10, extra checks have been added.

1. Prerequisites checks will also check and notify if any SQL Stored Procedures used by the End of Month program has not been installed.

2. If using Calendar Periods, the prerequisites check will also check and notify if the module period has not yet closed.

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3. If using Calendar Periods, the prerequisites check will also check and notify if any user is still processing a current period transaction in a particular module.

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5. New Anytime Statement

In Nexus 10, if the Nexus Calendar is switched on, then the new Anytime Statement process can be adapted to produce Debtor Statements. The benefit of this new approach is that you will no longer be bound to producing the statements on a specific date, and are free to run this for any given period or a selected date range retrospectively.

There are two programs involved in this process.

Debtors Statement Enquiry (ARSTAENQ)

This program is a much-enhanced version of the existing Debtor’s Transaction Enquiry (ARTRAENQ). The key differences between these two programs lie below: - Extra filter criteria for From and To YEAR/PERIOD or Start and End Date. This allows the Statement Enquiry to list all the transactions that fall between the From and To Year/Period/Date, PLUS any transactions from earlier YEAR/PERIOD/Date Range that are still outstanding as of the ending YEAR/PRIOD/Date. The result of this enquiry will mimic the Debtors Statement content issued at the ending YEAR/PERIOD/Date. So effectively, you can use this enquiry program to see the transactions and due/overdue amounts for the selected period. - The overdue amount brackets are referring to calendar days as opposed to the Debtor’s Aging Period in ARTRAENQ where OVER 30 means over one aging period.

On this screen, double clicking on a transaction will take you to the transaction details. If there is a > sign next to a transaction number, clicking on it, it can open up to display the related transaction(s). For example, in the above screen, expanding transaction 800291 which is a Receipt, you can see this receipt is applied to transaction 420817 which is an invoice.

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Double clicking on a transaction will take you to the Transaction Enquiry program

Statement Print After EOM (ARSTRARPA)

If Nexus Calendar is set up, then the new Statement Print program can be used to replace the previous Statement Print (ARSTRARPT) program. The key difference here again is the extra filter section that allows you to select a specific YEAR/PERIOD/Date range.

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6. New Data Change Auditing

When important settings or master data are changed in Nexus, occasionally you would like to find out - when it is changed - how the values are changed - who made the change

Nexus 10 makes this possible through pre and post imaging. This means that auditing can be conducted on any and fields you have selected to track changes on.

Below are some example scenarios that would be beneficial to audit changes: - banking details - customer addresses - prices or discounts

You can determine what is included in the pre and post imaging, right down to the table column level. To achieve this, follow these steps:

1. Turn on the Control file option (SYSCONSY) – Company & System Details – Screen 3, SQL Pre and Post Imaging of ALL files - Y

2. Start program SQLPrePostImage. Open Select Entities tab, select the desired table(s) and the column(s) within the selected table(s) to track and click on Save Configuration. From now one, changes to these columns in these tables will be tracked.

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3. To check on the Auditing result. Open the same program, on Analyse Imaging tab, set the Start Date and the End Date of the result you want to see, and select the tale that you would like to analyse, then hit F10 (Save). The change log will be displayed. Below is an example.

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7. Picking and Delviery Run Enhancements

New Invoice Delivery Maintenance (SADELMNT) program

Invoice Delivery Run Maintenance is a simple to use tool to manage your delivery runs based on Invoices, regardless of how the order was raised. This program allows easy maintenance of the ordering of drops, shuffling of invoices to different runs, as well as checking Weights and Volumes for a run. This is beneficial where invoices need to be assigned to a different delivery run, or in a different sequence, or to a different delivery date, to the original value assigned at the Sales Order stage.

The program works by selecting either an individual date, or a date range, and entering other selections criteria to filter results. An individual invoice can be searched for using the search bar above the Tree View. The program displays a list of delivery dates that match the criteria given, which when expanded will show all delivery runs that contained invoices for the expanded date. A delivery run can be expanded to show the breakdown of invoices that are / were to be delivered on that run, in the order of the drop sequence. Invoices can then be moved by pressing the move button, or by ‘Drag and Drop’ to place the invoice into its correct delivery run and sequence.

The program will also display the total weight and total volume for all the invoices assigned to that run. This is displayed next to the maximum run weight and volume as established in Delivery Run Maintenance. This program also allows a ‘Driver’ to be allocated to that run for auditing purposes. Drivers can be set up in the new New Driver Maintenance program.

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New Consolidated Pick of Invoices (ARPCNRPT)

This new program works in the same way as Sales Order Consolidated Picking Slip (SMPCNRPT). where SMPCNRPT consolidates Sales Orders and produces a Consolidated Pick Slip based on Sales Orders, and ARPCNRPT consolidates Invoices and produces a Consolidated Pick Slip based on Invoices. This is handy for those of you who want to pick orders based on invoices to allow a stronger audit trail.

New Debtor Delivery Run Maintenance (ARDLRMNT)

Prior to Nexus 10, users need to use Debtor Master Maintenance to configure the default delivery run the Debtor is on. There is no one central place to view all the runs set up and the list of Debtors that are on those runs. In Nexus 10, a new program is introduced to do that.

Debtor Delivery Run Maintenance (ARDLRMNT) provides the ability to quickly and easily view and manipulate default Delivery Runs in Nexus. The list displays all the delivery runs, and when a run is expanded, gives a breakdown of all the Debtors who default to that delivery run. The program also displays their address information and orders them by their drop sequence in that run. The desired ordering can be achieved by ‘drag and drop’ to reorder the debtors into the preferred drop sequence order, and then resequencing the drop numbers.

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The Monday – Sunday tabs allow you to manipulate individual day runs, listing debtors who have been set up on a particular run for that Day. On one of the tabs, you can - adjust the drop sequence of a Debtor - add or remove a Debtor from a run for that day - move a Debtor to a different run and day

The top filtering section allows you narrow down the listing by Branch(s), Delivery Run(s) or Debtor.

To assist with forward planning of truck requirements, the Maximum run weight and volume as specified in Delivery Run Maintenance is also shown for the highlighted run. This is shown next to the sum of the average order weight for all the debtors currently assigned to the selected run.

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Once you have finished editing, all changes are saved to the individual Debtor’s Master files.

New Truck Run Reconciliation (SARUNREC)

This program allows a delivery run to be reconciled with a returning truck. When the driver returns with their list of invoices, each invoice can be scanned or searched from a lookup and a status assigned against it. Individual lines on invoices can be marked as being delivered, incomplete, damaged, and more. At this stage a remark/comment can be added to that line. When an entire invoice is reconciled, it is closed and marked as reconciled. This process can be repeated for each invoice until the entire run has been reconciled, where it is then similarly marked as closed.

Previous delivery days can be recalled to examine the reconciliation status for an enquiry. Using the delivery run filtering, or by searching for a particular debtor, the corresponding invoices can be found even if the invoice number is not known. It is possible to then print a report of the day’s reconciliation status, individual line and invoice statuses, as well as remarks (see below).

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New Truck Run Reconciliation Report (SARUNRPT)

This program compliments the above Truck Run Reconciliation, it prints out the status and details of the various runs and their reconciled state. The report can be filtered to show a certain range of delivery runs, or to show only invoices that match a certain type “e.g. Unreconciled”.

The report will include the delivery date, the run, reconciliation status of the run, as well as the invoices and stock lines that comprise that delivery run. For each invoice and line, this report will show the status of these lines, as well as any remarks that were recorded before the run was closed.

New Driver Maintenance (DRIVRMNT)

This program is used to maintain a list of available Drivers to assign to a delivery run. These drivers are a simple tool to track which driver or drivers made deliveries on a run for any particular day. The drivers are created and assigned to a Default Delivery Run using this program. The result will show at the delivery run reconciliation stage. This is valuable for keeping a clear audit trail regarding the accuracy of deliveries made.

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The driver code and driver name can be specified, as well as a default run for which that driver typically operates. The default run will be assigned automatically when using Invoice Delivery Maintenance until it is changed.

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8. Significant Enhancements in Document Centre

New Debtor/Creditor/Employee/GL Account Master file docs

In nexus 10 we have taken the ‘stockdoc’ functionality introduced in Nexus 9 and extended this to be available for commonly used master files across Nexus. Debtors, Creditors, Employees and GL Account master files now allow for supporting documents to be attached to the master code.

These documents can be viewed and attached from each relevant Master File Maintenance program, or the related Master File Enquiry screen. When viewing existing documents, a pre-filtered search within the document centre is executed to show the relevant documents for that particular code. If only one document has been attached, this document will be automatically opened.

A new option has been added when viewing the supporting documents for a particular stockdoc, debtor code, etc, that allows more documents to be attached from this screen.

More options when attaching Master File documents

In Nexus 10 we have provided more options to describe an uploaded or scanned document. In addition to choosing the document validity range, a user can now enter the document creation date, as well as the period and year for which this document pertains to. This is valuable when filtering and searching for documents at a later time. In addition, the ‘document key’ can now be specified, allowing many stockdocs or Master file docs

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to be added to a single code, without being counted as new revisions of the original document.

Control who can see and attach documents easily

Using the new program maintenance and configuration options, you can take complete control over who the security levels for both viewing and attaching documents. For instance, STOCKDOC has been configured as an ‘Other’ type security record, which determines the security levels required for viewing a Stockdoc. An additional ‘Config’ record has been created called ‘Attach’, and this control the security levels required for attaching new stock documents.

This is very valuable, especially in the case of Creditor and Employee master file docs, where it may be the case that you wish for an operator to be able to attach supporting documents sent by the creditor or employee, without having to give access to Creditors Master Maintenance. A password can even be set against the configuration to allow only those with the password access.

New Document Type for Creditor’s Invoices

Creditor’s Invoice Entry has been enhanced to allow for a new document type, APINVDOC (Accounts Payable Invoice Document) to be attached. As this program does not produce its own FastReport, there was previously no way to attach supporting (child) documents (such as the original invoice sent by a supplier) to the Creditors Invoice. In Nexus 10 we have added the ability to attach the parent document to the transaction immediately. Once the header file has been saved, it will be possible to attach the creditors invoice, using the same document uploader or scanner as in the Stockdocs.

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Creditors Transaction Enquiry and Creditors History Enquiry have been enhanced to quickly show at a glance when a supporting document has been attached to an invoice. Quickly clicking the attachments button shown on the screen will open the relevant document via the document centre.

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New options menu actions have been added to allow documents to be retrieved quickly, or documents to be added retrospectively. To assist with searching for historical transactions that you wish to attach documents to, search functionality has been added to the History Enquiry also.

More ways to see supporting documents across Nexus

To help the user quickly access supporting documents where they are available, we have added new buttons which show the availability of a document, and allow that document to be opened. These buttons were already present in Profile Order Entry, but have been expanded to be shown in Sales Order Entry and various other places for different document types, such as those shown above.

Furthermore, a new button has been added to the toolbar in places where a Master File Code with a supporting document has been loaded into the header of a transaction, or in a relevant enquiry screen. For instance, in Stock Invoice Entry, once a Debtor has been loaded, a check for any supporting documents is performed. If documents are available, the button will be enabled and a paperclip is shown. Clicking this button will open the relevant document via the document centre. From this next screen, the ability to attach more documents is still possible.

If there are no supporting documents attached to this code, a button with a page and paperclip is shown instead. Clicking this button will show the Attach Document popup to attach a new document to this Master File

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code. For instance, in Creditors Invoice Entry, Creditor01 has been loaded but there are no documents currently attached, so clicking this button will allow the user to attach one now.

Ability to add generic documents for your own purposes

To expand the Document Centre’s capabilities even further, we have allowed for user defined document types to be added. An administrator with a high enough Utilities permission can define a new document type, which other users can then upload documents for, with full control over the available fields and keys. If required, the administrator can also establish security for this new document type.

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Drag and drop files directly into the document centre

When attaching new documents using the Attach a Document dialog, files can be dragged directly onto the window to automatically locate and upload these files. When multiple files are dragged on, each file will be queued for attaching, allowing you to specify the properties for each document individually. Files can also be dragged directly onto the main Document Centre window, which will then launch the Attach a Document dialog with those documents queued for processing.

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Choose default document validity in Nexus 10

Originally in document centre all new documents have a default validity range that is very broad, not ending until 2100. The document validity range should be utilised as a form of ‘Expiry date’ for a document, to assist when trying to clean up (purge – see below) old documents, or to prevent outdated documents from influencing ongoing account interactions. For instance, if uploading a legal document, it might be the case that the document should only be relevant for 7 years, as required by law.

In System Control File maintenance, a new default document validity can be specified for all new uploading documents. If specified, documents upload prompts will have a date that man years in advanced pre-filled, but can still be changed for each document. If unspecified (-1), the default validity will remain as until 2100.

Ability to delete and purge documents

As document centre becomes more and more utilised, it will naturally grow in size. To allow this to be managed, we have allowed for the deletion and purging of documents. Designed for system administrators, the security levels required can be changed in the Control File Maintenance. Purging of records can be controlled with specific criteria, such as an expired document validity, or created before a particular date.

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9. Automatic Bank Reconciliation

The Nexus Automatic Bank Reconciliation program will allow you to import and Bank Statement CSV file from your bank and match this file where possible to your Nexus Bank Account. You can create journals, receipts or payments for any unmatched transactions if they don’t already exist in Nexus. There is also a facility to search for a Nexus transaction based on a date, amount, transaction number, reference or specified text filter and resolve duplicate matches. An incomplete reconciliation session can be saved and retrieved at a later time. Different transaction types can be displayed using different colours to easily identify matched, unmatched, duplicates and incorrect matches. Reconciliation running balances allow you to gauge the status of the reconciliation at any point.

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10. Miscllaneous Enhancements

Easy to use Forms Default Maintenance

Forms Default Maintenance (SYSFDMNT) is a heavily used program especially in large Nexus systems where many users need to have different reports printed to different printers. The old version is difficult to use when the list becomes large. In Nexus 10, this program has been completely revamped, with Sorting and Filtering options added.

There are three types of Sorting sequence, listed below. You can also click on the column header to sort by that column only. To go back to the previously selected sorting sequence, you can press the refresh button next to the Sort By drop down box.

Filtering behaves in a similar way to the Nexus lookup screen filtering. By putting value(s) in any of the Filter box, the list dynamically reduces to the records that match the filtering criteria. The Filter box also lists out all options available with the typed in value. In below example, SYS is typed in filter User, the SYS and SYS2 are

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listed to assist with the selection, and the list is reduced to records with SYS as the USER as you type.

Select a record, and the bottom of the screen shows you the details of this record. You can show or hide this panel. You can also Add a bland New Line, or Add a new Sequence by clicking on a button. For example, select SOPICRPT, then click on Add Sequence button, a new line of the same values will be created with the sequence number incremented to 1, which will result in a 2nd copy of the same report SOPICRPT to be produced for View.

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If you click on Add New button, then a new Window will pop up, allowing you to put in all the details of a new report record. You will notice that in the Nexus 10 version, all free typing is replaced with proper lookups, minimizing any typos.

If a desired program is not listed in the lookup, the program also allows you to open Program Nexus Menu Maintenance – Add New Program which will be described later in this release notes.

If a desired report template is not found, then the user will be directed to the FastReport Designer where they can manage the creation of a report template.

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Enhanced Nexus Email Configuration

This program has been improved such that the subject and body constructed can be read in a clearer manner. In Nexus 9.5, less logical tags were in place of the now descriptive markers.

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Suppliers Invoice PO Drilldown

This is a new program that provides a facility to lookup creditors invoices by both creditor code and invoice number. Once the invoice has been loaded, you then can then drill into each of the detail lines which will provide essential information about the stock code in question. This is achieved by launching the Stock availability Enquiry program.

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Creditor’s Statement Print

This program allows a creditor's statement to be printed.

Selection criteria for this report is by range of Branch, Creditor and Group Creditor. This program also supports outputting data in Local Currency or Foreign currency similar to the Creditor's Trial balance.

The statement can be produced in Branch/Creditor Code or Branch/Creditor Name sequence.

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Nexus PDF Report Integration

In Nexus10, all system reports that were displayed in Notepad has now been converted to a PDF report. Previously if the report width was too long then it was hard to read and even print. Starting with Nexus10 these reports will be adjusted based on the width of the report. So, the report can be viewed, printed or emailed without losing quality. If previously you used to see a text report in a Notepad viewer, then now you will be able to view the same report in a PDF viewer and the report is an actual PDF. Apart from that, you can save, append, view and print the report and the document will be a PDF. This ability to use the PDF is set on a user by user basis via “User Access Maintenance” so can be turned off or on based on your requirement.

User setting to turn on/off pdf report

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A sample pdf report generated by Nexus

Nexus FastReport Changes

In Nexus10, all fast reports have been grouped into two categories. This helps in better separation of reports and users will be able to find their reports quickly. Nexus Financial Report: Any report that belongs to Nexus module/program is listed in this category.. Custom Report: If user has any reports that does not match above criteria then it can go under custom category. While adding a new report in this category a user won’t need to specify Module or program.

NexusFr preferences are now stored in NexusSetting. file. This means that users can have a different setting that is read from live or a Train system instead of .

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New Overdue Account Notification Email (AROVRNOT)

In Nexus 10, a new program is introduced to send out email notifications to overdue Debtor’s selected contact’s email address. This program allows you to select the Debtor(s) you’d like to target and which contact (1 or 2) to send the email to. It also offers options to include the debtors of different payment terms.

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