Item Reorder Point Recalculation Utility

Transcription

1 Item Reorder Point Recalculation Utility Available Versions IM-1009 Formerly known as Extended Solution IM Overview This enhancement to the Inventory Management module adds a utility for recalculating the Minimum Order Quantity, Reorder Point and the Maximum On Hand Quantity for each item based on the item s Average Monthly Usage. The Average Monthly Usage (AMU) is calculated as Sales (including returns), Inventory Issues, Bill of Materials Issues, Work Order Issues and Transfers of an Item within a warehouse over a specified period. Any item which had reorder information changed as a result of the recalculation process will have its reorder information written to the log file. Installation Data Conversion There is no Data Conversion required for this enhancement. The data file changes are executed when you access the enhancement s setup options the first time. Custom Office If you have customized screens, you need to run the Customizer Update Utility to ensure the latest screens are merged with your customizations , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 1

2 Crystal Reports For any Crystal Reports that utilize the IM_ItemWarehouse table, we recommend you Verify Database in those reports to ensure you are using the latest data definitions. Visual Integrator If you have visual integrator routines that use any of the data files for IM_ItemWarehouse, they may have to be updated and/or recompiled to ensure the latest data dictionaries are being used. Configuration Upon completion of the software installation, you will need to complete the following tasks to successfully setup and configure the enhancement: 1) Establish the correct Security Settings within Role Maintenance 2) Register the Enhancement 3) Create the necessary User Defined Fields and place them on the Item Maintenance screen. 4) Configure the Enhancements Setup Options Security Steward Consulting Enhancement Registration Task If this is your first Steward Consulting enhancement that has been installed on your system, you will need to grant the appropriate Roles the rights to access our Enhancement Registration screen. Menu Path: Library Master > Main > Role Maintenance , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 2

3 Figure 1 Once in Role Maintenance, select the appropriate Role, and the in the Tasks tab, locate Library Master and click the plus sign to the right. Then, click the plus sign to expand Maintenance/Data Entry tasks. Check the option next to Steward Consulting Enhancement Registration to provide this role access to this menu task. Repeat this process for each role that should have access to the SCI Enhancement Registration screen. IM-1009 Setup Options You must grant access to the IM-1009 Setup Options task to the role(s) that should have access to the setup screen , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 3

4 Figure 2 Once in Role Maintenance, select the appropriate Role, and the in the Tasks tab, locate Inventory Management and click the plus sign to the left. Then, click the plus sign to expand Setup Options tasks. Check the option next to Reorder Info Recalc Utility Options to provide this role access to this menu task. You must also provide Access to the actual Reorder Calculation Utility. To do this, remain on the Tasks tab, within Inventory Management and click the plus sign to the left of Miscellaneous Tasks. (See the screen example in Figure 3). Check the option next to Reorder Information Recalculation Utility. Repeat this process for each role that should be granted access to either the Setup Options or the Recalculation Utility itself , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 4

5 Figure 3 Registration For your enhancement to work, you must register the enhancement in the SCI Enhancement Registration task. Menu Path: Library Master > Setup > Steward Consulting Enhancement Registration Steward Consulting will provide you a registration key that is based on your installation s serial number, customer ID and the pricing method you elected for this enhancement. The registration key unlocks the enhancement for a certain period of time based on your purchase date and purchase method. Figure , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 5

6 You do NOT need to click the Expand option when registering this enhancement. Setup Custom Office User Defined Fields and Screens Before you can begin setting up this utility, you must first establish some User Defined Fields and place them on the appropriate screens. This section describes how to create those fields, set them up on the screens, and if they are required or optional. User Defined Fields Three User Defined Fields can be used to integrate with this enhancement on the Item Maintenance screen: Safety Time Numeric Value (REQUIRED) Number of days to add to the Standard Lead Time of an Item. The Safety Time is used in the calculation of the Reorder fields to ensure you don t run out of inventory quantities based on your past usage of the item. By setting a field per item, you can assign a unique safety time value to each item. MOH (Maximum on Hand ) Divisor Numeric Value (REQUIRED) Number representing how many times per month an item will be ordered. Because this utility only calculates Average Monthly Usage (AMU), it may be necessary to assign by item a frequency of how often that item is ordered within a given month. This value will be used in the Maximum On Hand quantity calculation by the utility. Approved for Record Point Recalculation Checkbox (OPTIONAL) A Check box field that allows you to define whether an Item is Included (checked) or excluded (not checked) within the recalculation utility. You can choose to name these fields whatever you wish. The name you give the field will be required when setting up the Recalculation Utility Setup Options. All fields must be setup in the CI_Item data table, which is the table that contains all Inventory Item records. Creating the User Defined Fields The following conditions must be met to be able to create a User Defined Field: All Users must be out of the software for the area and/or data table where you wish to add the user defined field. You must have security access to the Custom Office menu for creating User Defined Field. NOTE: This manual does NOT address how to provide security to these Custom Office Menu Items , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 6

7 Menu Path: Custom Office > Main > User-Defined Field and Table Maintenance When accessing this option, the following screen will display: Figure 5 Double-click the Common Information folder to see the data tables within that module , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 7

8 Figure 6 Right-click OR double click on the CI Item Master table name. The following menu will appear: Figure 7 Select the Edit Fields option. And, that will launch a new screen where the User Defined Field(s) can be created , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 8

9 NOTE: You may receive a message screen similar to the one below. Figure 8 If so, click on OK and the process will continue to the User Defined Fields screen. Figure 9 Be aware, if you already have User Defined Fields setup for the CI Item Master table, those will be listed in this screen. Click the Green + button on the Right Hand side of the screen to add a new User Defined Field (UDF) The following Add Field screen will appear: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 9

10 Figure 10 Field Name Enter the name you wish to call the new User Defined Field. NOTE: When you leave this field, the system will automatically insert UDF_ preceding the name you typed. It will also insert an underscore ( _ ) where you typed a space. Do NOT change these automatic alterations to the field. Description The Description field will default to the value you typed as the Field Name. Edit this Description as needed to better describe the field. NOTE: When adding this field to a screen, the value of the Description field will automatically be used as the label for the field. You can change the label on the screen, if you want something different than the UDF s Description. Source for UDF Data For this enhancement, all User Defined Fields created will be set as Manual Entry. Do NOT select Business Object for these fields. OK Once you have completed the setup of these field values, click the OK button, and you will be advanced to the Properties screen for this field , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 10

11 Figure 11 Control Type For the Safety Time and MOH Divisor fields, the Control Type will be Multi-Line. If you create the Approved for Reorder Point Recalculation UDF, the Control Type for that field MUST be Checkbox. Data Type For the Safety Time and MOH Divisor fields, the Data Type will be Numeric. If you create the Approved for Reorder Point Recalculation UDF, the Control Type will not be available, since it is a Check Box type field. Caption The value from the Description field will default into the Caption field. This is the value that will automatically be inserted as the Field Label when adding this field to the screens. You may edit the field, if needed. Validation & Data Sources Tabs The User Defined Fields for this enhancement do NOT require any settings within the Validation or Data Sources tabs. OK Once you have completed the settings for this UDF, click the OK button to save these settings. Now that you have setup the field, the User-Defined Fields screen will look as follows: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 11

12 Figure 12 Repeat the steps in this section for each User Defined Field you wish to Create. Once all fields have been created and are shown in the User-Defined Fields screen, click the OK button to update the database schema with these fields. You will receive a message screen as follows: Click the OK button to start the update process. Figure 13 During the update process, you will see a status bar moving across the screen indicating the updates being done to the database: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 12

13 Figure 14 Once the update is complete, the screen will return you to the User-Defined Field and Table Maintenance screen. See Figure 6 above as an example. Adding the UDFs to the Item Maintenance Screen Now that the User Defined Fields have been created, they need to be added to the Item Maintenance screen. Menu Path: Custom Office > Main > Customizer Selection After you have launched the Customizer Utility, the following screen will appear: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 13

14 Figure 15 Expand the Inventory Management Folder, then click on the + (plus) sign to the left of Item Maintenance , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 14

15 Figure , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 15

16 Double-click on the PADDL option. This is the Additional Tab within Item Maintenance. It is the only Tab that has any available real estate to add these User Defined fields (without creating a new tab.) When customizing a screen, you have the option to create customizations for specific companies and/or users (or groups of users). Figure 17 To Create a New Customized Panel, select that option at the top of the screen. If you wish to create it for All Users, check the ALL button to the right of User. And, if for ALL Companies, check the ALL button to the right of Company. You can create them for a specific company or User (or group of users if groups have been assigned within User Maintenance.) TIP: We recommend creating screens for ALL companies and ALL users. This provides easier management of the screens moving forward with upgrades or any product update installations. If modifications have already been made for this screen, those will be listed in the lower portion of the screen. To add the new fields to these screens, you will need to select the Modify an Already Customized Panel, and then select the User/Company setting to modify. NOTE: You will have to customize each existing panel individually, and repeat the following steps for each setting that already exists. Once you have selected to either Create a New Customized Panel or Modify an Already Customized Panel, and selected the appropriate settings, click the OK button to continue , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 16

17 This will launch you into the actual screen customization tool with the Main screen of Item Maintenance: Figure 18 The tool box on the left hand side allows you to create and modify controls. The screen on the right is the actual Additional Tab on the Item Maintenance screen. To add a field, click the Add Field button in the Tool Box (it looks like a Canister with an Excel Table in front of it.) See the screen example in Figure 19. The button is circled with a Red Square , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 17

18 Figure 19 After clicking on the Add Field button, you can draw on the actual Additional Tab screen, where you want the field to be placed (which will need to be in the lower right hand corner, where no additional fields exist.) To draw, position your mouse where you want the upper left corner of the field to be located, then click and hold the button on your mouse and drawn to where you want the lower right hand corner of the field. As you draw, a purple box will show indicating the size and height of the field: Figure 20 A field should be 1.00 Rows tall and approximately 15 columns wide. When you let up on your mouse button, the following window will pop up to allow you to select the field you wish to place in this spot on the screen: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 18

19 Figure 21 To place the Safety Time field in this position, select that field with your mouse, and then click the Select button. The Additional Tab screen will display as follows: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 19

20 Figure 22 Repeat the process for each of the fields you wish to add to this screen. For the Approved for Reorder Point Recalculation check box field, the checkbox and field description will all appear in a single field on the screen. Figure , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 20

21 The completed screen will look something like the example in Figure 23. Once the changes have been made, exit the screen by clicking the button that looks like a Door on the Tool Box. You will be prompted to save your changes: Figure 24 Click Yes to Save the Panel Customizations. Figure 25 Once saved, if you have other settings (Users/Companies) that have been previously customized, you will need to repeat this process for each of those settings. Once all settings have been created and/or modified, click Close on the Customizer Selection Screen. You can now launch Item Maintenance and see these fields on the Additional Tab , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 21

22 Figure 26 Be Aware: These new fields MUST be completed for every item PRIOR to being able to run the Reorder Calculation Utility and achieve accurate results. The values to populate these fields may be performed through a Visual Integrator Import job. NOTE: This requires you own the Visual Integrator Module AND an import job be created to import the data. Neither of these items are included with this add-on. Setup Reorder Calculation Utility Setup Options Prior to being able to use this enhancement, you must configure the enhancement s options. Menu Path: Inventory Management > Setup > Reorder Info Recalc Utility Options When accessing the setup for the first time, you will receive the following screen message: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 22

23 Figure 27 Click the Expand button to create the files and expand the existing data files to accommodate and activate this enhancement. Once the files have been created and/or expanded, the following setup screen will be displayed: Figure 28 The following provides an explanation of each of the fields and how the impact the enhancement. Enabled? Check this box to enable this enhancement within the current company code. If this box is NOT checked, the enhancement will not perform within the company from where you are accessing the setup options. Value to Use For Maximum On Hand Calculation Enter the value you wish to use for the Maximum On Hand (MOH) Calculation. This value is used in the Maximum On Hand Calculation as a cap for the quantity to be entered into the Maximum on Hand field in the Reorder fields for an item. It is used in conjunction with the MOH (Maximum on Hand) Divisor UDF field value within that given item , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 23

24 For example, if you want to order an item weekly, you would have a MOH Divisor of 4. The Maximum on Hand value would be divided by 4 and then multiplied by the Average Monthly Usage to determine the maximum on hand quantity needed for the reorder point. NOTE: The Maximum On Hand Quantity is a global setting applied to ALL items during the reorder recalculation. Value to Use For Reorder Point Calculation Enter the value you wish to use for the Reorder Point Calculation. This value is used in the calculation of the new Reorder Point quantity. It is used in conjunction with the Standard Lead Time for an Item as well as the Safety Time User Defined Field, if one is established within the setup and for a given item. Number of Months to Use in AMU Calculation Enter the number of months you wish to use in the Average Monthly Usage (AMU) calculation. This is the number of months you wish to be included in the look back of actual item activity to assist in calculating the new reorder point. NOTE: This is a default value for the Recalculation Utility. You will have the ability to change the Number of Months each time you perform the Recalculation. Include Sales in AMU Calculation Check this box if you wish to include Sales Order Sales in the Average Monthly Usage calculation. Leave this box blank if you want to exclude Sales from the Average Monthly Usage calculation. NOTE: Retain Sales History MUST be checked within the Sales Order Setup Options for the Sales quantities to be used in the Average Monthly Usage calculation. Include Inventory Issues in AMU Calculation Check this box if you wish to include Inventory Issues in the Average Monthly Usage calculation. Leave it blank to exclude Inventory Issues from this calculation. NOTE: Retain Transaction History must be enabled within the Inventory Setup Options to include Issues in the Average Monthly Usage calculation. Include Bill of Materials Issues in AMU Calculation Check this box if you wish to include Bill of Material Issues in the Average Monthly Usage calculation. Leave it blank to exclude Bill of Materials Issues from this calculation. NOTE: If Bill of Materials is NOT enabled for this company, this option will be greyed out. Include Work Order Issues in AMU Calculation Check this box if you wish to include Work Order Issues in the Average Monthly Usage calculation. Leave it blank to exclude Work Order Issues from the calculation , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 24

25 NOTE: If Work Order processing is NOT enabled for this company, this option will be greyed out. Include Transfers in AMU Calculation Check this box if you wish to include Inventory Transfers in the Average Monthly Usage calculation. Leave it blank to exclude Inventory Transfers from the calculation. NOTE: Retain Transaction History must be enabled within the Inventory Setup Options to include Transfers in the Average Monthly Usage calculation. Round Calculated Quantity Up to Next Whole Number Check this box to round up the Minimum Order Quantity, Reorder Point, and Maximum On Hand Quantity to the next whole number when calculating these values for each item. UDF for Safety Time Enter the Custom Office CI Item Master Numeric UDF (User Defined Field) designated for Safety Time. Safety Time is a number of days that can be specified within each item to add to the Lead Time for that item to ensure you have plenty of quantities included in your reorder point values to protect against inventory outages, based on the Average Monthly Usage. NOTE: This is a required field, and you must have setup a Safety Time UDF, per the instructions in the Custom Office section of this manual above. UDF for MOH Divisor Enter the Custom Office CI Item Master UDF (User Defined Field) for Maximum On Hand Divisor. Maximum On Hand Divisor allows you to set a value for how often you may want to order this item within a given month. For example, if you wish to order an item weekly, the Maximum On Hand Divisor would be 4 (4 weeks in a month.) This allows each item to be treated on its on reorder basis and on its own frequency. UDF for Approved for Reorder Point Recalculation Enter a CI Item master checkbox type UDF (User Defined Field). Only items with this UDF checked in Item Maintenance will have their reorder point recalculated. Leave this option blank to recalculate reorder points for all items. NOTE: This option does not allow you to turn on or off reorder calculations by warehouse within an item. It is for each item only. Therefore, if you use a UDF for approval within the item and it is selected, all warehouse (based on your settings in Inventory Management Setup Options for reordering by warehouse), reorder points will be recalculated for ALL warehouses for that item. Alternatively, if this UDF is used and NOT selected for an item, reorder points for NONE of the warehouses for that item will be recalculated , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 25

26 Accept Once you have completed the setup of all options for this enhancement, click the Accept button to record your changes. You re completed Setup Options could look something like the following: Using this Enhancement Item Reorder Maintenance Figure 29 Menu Path: Inventory Management > Main Menu > Item Maintenance When accessing the Reorder information for an Item within Item Maintenance, a new field has been added per warehouse for Average Monthly Usage. This field will be updated when the Reorder Info Recalculation Utility is performed. Until the utility is run the first time, all Average Monthly Usage values will be zero (0.000) , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 26

27 Figure 30 Reorder Info Recalc Utility Menu Path: Inventory Management > Utilities Menu > Reorder Info Recalculation Utility BE AWARE: All Inventory Items that are to be recalculated MUST have the User Defined Fields completed prior to being able to receive successful results from the Recalculation Utility. Figure , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 27

28 The following provides information about each field available on the Utility screen: Sort Report By When running the utility, it provides a report for you to review prior to updating any reorder point information. This report may be sorted by one of the following options: Item Code Product Line Product Type Warehouse Select the sorting value for how you wish to see the report generated. Number of Months to Analyze This field defaults from the field of the same name in the Utility s Setup Options. You may override the default value and choose another number of months to evaluate when calculating the Average Monthly Usage for this execution of the utility. Product Types to Print Select one or more of the following product types to include in the Reorder Recalculation process: All Types Finished Goods Raw Materials Discontinued Kits NOTE: If you are using the Approved for Recorder Point Recalculation UDF and excluding items from the recalculation utility, they will be excluded even if they match the values selected within Product Types. Recalculate Minimum Order Quantity Select this check box to have the Minimum Order Quantity recalculated. If selected, the following formula will be used for this field s calculation: Minimum Order Quantity = AMU (Average Monthly Usage) NOTE: AMU is the Total Usage divided by the Number of Months being analyzed. Recalculate Reorder Point Select this check box to have the Reorder Point Quantity recalculated. If selected, the following formula will be used for this field s calculation: Reorder Point = (AMU/x) * (Primary Vendor Std. Lead Time + Safety Time) x = the value entered in the Value to Use for Reorder Point Calculation field in the Utility s Setup Options , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 28

29 Primary Vendor Std. Lead Time = the value from the item s record in the Vendor screen within Item Maintenance. Safety Time = Value entered in the Safety Time UDF for the Item s Record. Recalculate Maximum On Hand Quantity Select this check box to have the Maximum on Hand Quantity recalculated. If selected, the following formula will be used for this field s calculation. Maximum On Hand = [(AMU*x)/MOH Divisor] + RP x = Value entered at the Value to Use for Maximum On Hand Calculation within the Utility s Setup Options. MOH Divisor = The value specified in this UDF within each Item s Record RP = The newly calculated Reorder Point Value. Include Current Period Select this option if you wish to include the Current Inventory Period s item activity in the calculations. Uncheck this box if you wish to exclude the Current Inventory Period s item activity. NOTE: This is based on the Current Period established within the Inventory Management Setup options. Therefore, if you have not closed your periods for previous months, the most recent information will not be included in your recalculations. Include Highest and Lowest Periods Uncheck this box if you wish to exclude the period with the highest transaction values and the period with the lowest transaction values from the calculations. Selection Fields Use the fields in the Selection criteria area to further narrow the items that are included in the recalculation. Once you ve completed the settings for the Utility, use the Print or Preview button to continue and to generate the Reorder Information Recalculation Log. Reorder Information Recalculation Log When performing the recalculation utility, all current and proposed quantity values are written to a data file. This data file is used to generate the Log Report. If you previously generated a recalculation log, but did NOT update it, the information within the Log Data File is erased before you can begin a new recalculation. Any information NOT updated on the previous calculation is no longer available to be updated , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 29

30 This log report provides you a preview of all the current reorder point values and newly calculated values. The report displays each warehouse for an item (if you are managing reorder points by warehouse). An example of the report follows: Figure 32 If all of the New Values for an Item (Min Order Qty, Reorder Point, & Max on Hand) equal Zero, the item and warehouse information is suppressed from this Log Report. Therefore, only items with changes and non-zero values are printed on this report. NOTE: This suppression was added in Version If you install or use a version prior to that, all items recalculated will be included in the Log, including the zero quantity items. This report is available to be setup within Paperless Office and retained as a paperless document. See the section below on Paperless Settings. Updating the New Reorder Point Values Once you have reviewed the report and agree with the values, and the report has been printed, you will receive the following prompt asking if you wish to update the reorder point values: , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 30

31 Figure 33 To update the values, click the Yes button. To NOT update the values, click the No button. Paperless Settings The Reorder Info Recalculation Utility Log has been added a Paperless Office Journal and Register option within Paperless Office. If your Journal & Register Maintenance settings are setup by individual Journal or Register, you may need to add this report as a new setting within Journal & Register Maintenance. Figure 34 If your Journal and Register Maintenance settings encompass ALL Documents for the company or companies for which you have Paperless activated, this report will automatically be included , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 31

32 Once the Paperless Journal and Register settings have been properly configured, and if Prompt is set as the Auto Create PDF setting, you will receive the following message when Printing the Recalculation Utility Log: Figure 35 Answer Yes to have the Log printed in PDF format and saved within the Paperless system. The following shows the Recalculation Utility Log in the Paperless Journal & Register Viewer: Figure 36 NOTE: The Paperless functionality was added in Version If you install a version prior to this release, the paperless functionality will NOT be available , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 32

33 Database Changes ODBC Data Dictionary Modification to Existing Tables: IM_ItemWarehouse Enhanced to include a new field called AverageMonthlyUsage. New Tables: IM374_RecalcOptions IM374_RecalcListingWrk Documentation Only changes made to the standard operation of have been documented in this manual. Standard processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless specifically addressed in this manual. Functionality This functionality was designed based on the users that requested the original design of this enhancement. The enhancement contains only the functionality referenced in this manual. Any change to this base functionality of this enhancement is NOT included in the purchase price of the enhancement. If changes to this functionality are needed, they will be quoted separately to the price of this enhancement once the new feature set has been identified through a design specification document. Steward Consulting may elect to build new functionality into this enhancement when upgrading the enhancement to a new version. If so, that functionality will be provided as part of your annual Enhancement Software Subscription Plan. And, this manual will be updated to reflect the new features or functions that are implemented with that specific version. Upgrades Prior to scheduling or performing any upgrade on your base system, you MUST check with Steward Consulting to obtain the copy of this enhancement that is compatible with the new base version. This includes not only Version Upgrades (e.g., from Version 4.5 to Version 2013), but also installing a Product Update on your current base version , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 33

34 After each upgrade OR reinstallation of this enhancement, you should visit the IM-1009 Setup Options to ensure options are set correctly. New options may be added with new installations OR options may have changed. Pricing Steward Consulting offers two pricing options for the purchase of this enhancement: 1) Software License Purchase 2) Subscription Purchase Software License Purchase This option allows you to purchase the license to use the enhancement. The initial purchase price includes the first year s required enhancement subscription plan. See the table below for actual pricing amounts. Subscription Purchase Rather than purchasing the license to the enhancement, we provide an option for you to pay annually or monthly for the enhancement. This allows a lower price point to gain access to the enhancement. It also includes the enhancement software subscription plan to maintain your enhancement at compatible levels when upgrading. See the table below for actual pricing amounts. Pricing Table Form of Payment Price Software License Purchase - License $1, Annual Subscription - Required 1st Year $ Total Purchase Price Check, ACH or CC $1, Subscription Pricing Annual Payment Check, ACH or CC $ Monthly Payment Requires 12 month commitment Credit Card or ACH $80.00 For customers that have an unlimited support plan and pay for it monthly, and if you elect the monthly payment option for this enhancement, we will include this monthly subscription as a part of your monthly unlimited support plan invoice , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 34

35 Enhancement Subscription Plan (aka Business Care) The Enhancement Subscription Plan includes the updating of the enhancement for new versions and product updates as they are released by Sage Software. The Enhancement Subscription Plan is an annual plan that you must keep current to be eligible to receive these updates to the enhancement. If you have elected the Subscription Pricing model for this enhancement, participation in the Enhancement Subscription plan is included in that pricing model. The Enhancement Subscription Plan only includes the development of this enhancement to be compatible with future versions. It does NOT include any support assistance with the installation, configuration, use or troubleshooting of the enhancement. Support services are provided separately and discussed in the next section. Support for this Enhancement If you have questions or problems with this enhancement, please contact the support department of Steward Consulting in one of the following methods: By Phone By Assistance with this enhancement is NOT included in the purchase price of the software, and you will be billed for our assistance based on the time we expend to assist you with your question or issue. If you have an unlimited support plan with Steward Consulting, this enhancement will be added to that plan, and your support issues covered with that plan. The pro-rated fee for adding this enhancement to your system will be reflected in the quote to purchase this enhancement. The annual price for including this enhancement in your Unlimited Support Plan is approximately $200 per year. Other factors used in calculating our support plans may increase or decrease this amount. If you purchase this enhancement in the middle of a support plan contract, and pay for the plan annually, we will only charge the pro-rated portion of the year to synchronize this enhancement under your current plan year. Acknowledgements Steward Consulting, Inc. All rights reserved. Sage Software, Sage, MAS 90, MAS 200, and Sage 100 ERP are the registered trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners , Steward Consulting, Inc. All Rights Reserved Revised: 7/21/2015 Page: 35