Program Update Notes

CRCR - Create Credits

6.33 - 12/5/25-3/2/26

scanned part number log
credits by user report added

6.32 - 8/1/24

emailing credits has options
- use NAME-FILE addresses (OCCU) exclusively
- use addresses in CRCR, or default to NAME-FILE
  "NONE" in CRCR to exclude this customer
- use addresses in CRCR exclusively
- no emailing
scanning allows for emp# prompt
scanning has reason prompt

6.31 -

scanning
new file CRCR.CREDITS keeps track of what has been credited in CRCR against the original invoice, instead of tracking by cust / part#.

6.27 - 8/4/18-4/9/20

DS.WH.PARTS.AFC tracks core sales and credits as well as regular sales to avoid duplicate core credits
DS.WH.PARTS.AFC also tracks orig inv numbers for credits written to prevent duplicates
removed option for moving parts comments to invoice comments when all same
including orig inv# in comments no longer an option - needed for DS.WH.PARTS.AFC
parts display shows line-through at QS - AFC if already credited
email pdf credit copies to customers, cash to accounting office
warning of orig invoice not closed includes cash printed, but not closed
"CREDIT" in b/l

6.26 - 9/25/17

SHIP-VIA carried over from original invoice

6.25 - 1/31/17-2/23/17

bug fixed - charged tax on non-taxable if original invoice was still open
clears original sorline reference in PARTS items
updates DS.WH.PARTS.AFC when creating new credits - WRONG - removed 2/9/17
cost option added - use current inventory with escalators
option to allow credit for part numbers currently not on file added to setup screen

6.24 - 12/13/16-1/11/17

bug fixed - if afc was negative number, program allowed credit
fixed problem of duplicate id numbers, e.g. current invoice same as old RO
non-returnable not allowed
optionally don't allow credit for part number currently not on file

6.23 - 9/14/16

removes comp from dirty core lines

6.22 - 3/12/16

command to send credit to batch from F8 to F1

6.21 - 2/15/16-2/29/16

option for cost to be from original invoice or current inventory cost
- brought back after removing in v5.12
if during business hours, DS.WH.PARTS.AFC does not update, but rather sends me an email because maybe job stack is stuck
batch saving and printing of credits

6.19 - 1/24/16

bug fixed - when adding part numbers to file, was not assigning entry date

6.17 - 5/20/15 - 8/8/15

method of payment no longer copied from original invoice to credit invoice

6.16 - 3/14/15

Bluezone script now goes to Function I instead of OE.I.DRIVER

6.15 - 2/9/15

bug fixed in sending keys to Bluzone for specific sale types

6.14 - 9/29/14

transaction items corrected for stock type 2 returns (damaged, no stock, etc.)
parts fees and invoice fees skipped for dirty core returns

6.13 - 8/13/14

gets core amount from original invoice instead of PART-NO.
Available For Credit does not count dirty core returns

6.12 - 7/24/14

bug fixed - was decrementing month history on dirty core returns
shows emp# on open credits to add to

6.11 - 7/9/14

sends keys from Bluezone to I Function instead of writing to ADP files
for specific sale types

5.17 - 6/27/14

Put OE back on transactions for PROG because caused PDA detail to not display correctly
added "CRCR" in vendor number attribute of transactions for later identification instead
5.15 changed part of CRCR.MAINT.SUB - 5.17 puts part of it back
- updates DS.CREDITS every time program runs so review works right
- leaves the WIP-HISTORY review for only at night

5.16 - 6/15/14

Fixed tax issues for out-of-state ship-to address changing code

5.15 - 4/10/14

bug fixed - was not updating O.H. if a reason was applied
bug fixed - was running all of CRCR.MAINT.SUB during the day if 2 people running CRCR at the same time
OE changed to CR for PROG on transactions

5.14 - 4/1/14

bug fixed - was allowing additional credits to be added to closed invoices

5.13 - 3/27/14

bug fixed - AFC (available for credit) now uses an WIP-HISTORY index file built nightly by job instead of PDA.CUST.IDX.
file maint is back in job stack
SS added to part line display

5.12 - 2/13/14

auto print so you don't have to enter Function I
restock fee setup is gone - now Y or N to use ADP default restock fee %
setup for restock fees by ADP reasons
ability to apply other credit memo reasons per line
invoice and part line fees included in credit
cost options removed - always from original invoice
d override now also handled by credit memo reasons (ADP setups)
view history is not an option
bug fixed in adding parts nof
original invoice close date now goes back 2 years
AFC - Available For Credit - shows in display (sold to that customer minus credited to that customer)
on MEMOs, credit (N)ew number, restore (O)ld number, or (S)kip
reason code option added to part comment
optionally, if part comment is the same for all parts it moves to invoice comment
for incrementing WIP id for CM invoices, checks WIP-HISTORY as well as PDA.WIP

5.11 - 9/6/13

ship zone added
maintenance is now a subroutine, no longer in job stack
part number cross refs added

5.0 - 4/25/12

TRANS items store emp# and userid
adding to open credits for same customer is optional - turned off in setup screen

4.103 - 6/6/10

tax on cores issue resolved
compatibility with ADP I function update

4.102 - 7/26/09

2 users cannot end up with the same CM# by trying to credit the same invoice# at the same time

4.101 - 12/11/08

pp update added

4.100 - 2/12/08

History updates correctly for D overrides

4.99 - 9/16/07

TRANS and PARTS items are correct now for [space D] overrides

4.98 - 6/21/07

new way to extract mfg-MASTER
tax added by program instead of user typing "T=Y"
default SS is derived from default source instead of automatically being NS

4.97 - 6/9/07

compatability with SCAR program
fixed multi-company (source accounting) bug

4.96 - 2/24/07

works correctly for multiple-company dealerships

4.9.5 - 10/23/06

Using BY PART, hitting F4 at the part number or quantity prompts just quits that part number instead of the whole credit.
version number displayed at top right

4.9.4 - 2/18/06

for credits beginning CM, there was a bug that didn't check previous credits correctly for how many A suffixes, causing 2 credits with the same number of A suffixes.
if option to print original invoice # in part comment, original invoice date also prints

4.9.3 - 1/7/06

display bug fixed for changing quantity on invoice search

4.9.2 - 7/25/05

"credit for this invoice has been created. Continue?" prompt is now optional

4.9.1 - 6/24/05

handles PDA.PARTS items that have "+n" for quantity
these can be created in function I by detailing the part number and entering "+" and the number (and it sticks)

4.9 - 6/1/05

now uses SELECT.CUST.FROM.XREF subroutine, which gives more detail

4.8 - 4/26/05

list CRCR.WIP.HIST.LIST saved first time program runs each day to shorten search for previous credits
fixed accounting problem when using CM
program detects whether core tracking is on

4.7 - 1/21/05

prompts on duplicate credit when using part number search as in invoice search
added Bin to history display for both types of searches

4.6 - 11/8/04

bug fixed - if setup for using current cost, and current cost is null, was causing variable to hold the null cost, then displayed it as original invoice cost when prompting for cost

4.5 - 10/29/04

When crediting a part on DELETE status, now puts a 1 back in attr 8

4.4 - 10/16/04

Instead of checking SALE-FILE and NAME-FILE for tax exemption, now just checks the original invoice to see if tax was charged.
On part number search, if any 1 had tax, the tax notice displays.

4.3 - 5/31/04

file maintenance moved to CRCR.MAINT to run in job stack

4.2

compatability with Pick Track, which creates credits then opens CRCR program with process code R

4.1

fixed bug that allowed creating a CM credit against a CM invoice, thus creating a CMCM credit
ship-to added - updates for each part on list (ends up what is last)

4.0