Many of our customers have expressed an interest in knowing what FACTS customizations already exist. We will update this page on a regular basis to highlight some of the more popular custom modifications we have done in FACTS. With over 1500 mods to choose from, you will likely see one here that will make your life easier, so please check back often!

We now have the entire Modifications Catalog available in PDF format. This list has a very abbreviated description of each modification, and some have various options. Please call for more details.

CATALOG	View Mods Catalog with Adobe Acrobat
	Download AdobeAcrobat Reader Free!

Current modifications we are highlighting:..

CASH RECEIPTS SEQUENCE NUMBER: This enhancement makes it easier when trying to edit cash receipts batches in FACTS. With standard FACTS, when you print the register (it acts as an edit list), it lists the checks out in customer number order, not in the order that you entered them. This mod assigns each check a sequence number so the edit list (register) can print out in the same order as you manually entered the checks. This helps when trying to locate problems with the batch.

PO INVOICE REGISTER UPDATE OTHER COSTS: In addition to updating the last cost in the PO vendor/item record, this can also update the average and last cost in the IC warehouse/item record.

If you are interested in pricing or have other questions, please contact Rachel at 571-2300, ext 32.

SO INQUIRY-PAST INVOICE SEARCH ORDER: This enhancement to FACTS allows the user to view customer's past invoices in newest to oldest order instead of the standard oldest to newest order. You may find this to be a real time saver if you find yourself constantly having to scroll through many screens of invoices to find a fairly recent invoice.

CUSTOMER NOTES POPUP: This enhancement to standard FACTS allows you to store important notes regarding your customers, and have them display in a window when in sales order entry programs, and/or cash receipts entry programs, and even when bringing up existing SO documents.

These notes are entered in the existing "Customer Notes" option of Customer Inquiry. Notes you wish to display are flagged by entering a specified character at the beginning of the note line(s).

Example #1: If you are experiencing problems with your order takers not getting critical information while taking the order, requiring "call backs" to the customer - this will enable you to have a window pop up after they enter the customer number and remind them of the information they need to get from that specific customer.

Example #2: If you are entering cash receipts, and want to be reminded to take a customer off hold, you can have a customer note pop up to remind you.

PO-ICMAST-VENDOR-ITEM: If you have only one vendor per item, you will find this mod to be a real time-saver as it eliminates the need to add the primary vendor's item number into both the ICMAST and the PO Vendor/Item record. This mod forces FACTS to pull the vendor's item number from the ICMAST file when writing it to the purchase order.

COPY-VENDOR-ITEM-RECORDS: This mod is helpful if you have multiple warehouses that share the same vendor/item info. It allows a program to be run to copy vendor/item (POVNIT) records from one warehouse to another for a specific vendor. It copies all info except for the purchase/return history. This program will kill any history in the destination warehouse as it simply overwrites the existing record.

VENDOR-ITEM-UPDATE-OTHER-WHSE: With this program, when you are updating the manual cost in the vendor/item record, it will ask you if you would like to update other warehouses at the same time. If not, it changes the cost in only the warehouse being edited.

CASH RECEIPTS DISCOUNTS - TAX RECOVERY: This enhancement is a real money saver (tax money!) to those customers who offer prompt payment discounts to their customers. With standard FACTS, when you record a discount in cash receipts the amount gets recorded in the appropriate discounts GL account - there is no accounting for reducing your sales tax liability if that invoice included sales tax. What this modification does is to check to see if the invoice was a taxable invoice, then records the appropriate amount of tax credit and the balance goes to the discounts GL account. This way, you are not paying the state sales tax on the full amount of the sale, just the net amount of sale if the customer takes a discount.

EXTENDED SALES ORDER MEMOS: This enhancement to FACTS allows you to store "long winded" memos (text lines) that can be imported directly into sales order documents instead of having to retype the memo each time you want to use it. These memos can also be attached to items, and automatically imported if the item is placed on the order. They can be inserted at the beginning or end of the sales order document, or immediately follow an item if attached to it.

COMPANION ITEMS This modification (for versions 6.6 and 6.7) works extremely well for those customers who sell items that have complimentary items to be sold along with them. You build the list of related items in advance, in the Companion Item F/M screen. When you sell the main item in an order, a window pops open with the "companion items" in it, and you simply select which items to bring into your order. Note: This feature is now standard in version 7.2 and beyond.

STATEMENT SERVICE CHARGES If you are tired of "writing off" service charges because most of your customers don't pay them, this mod is for you! With this enhancement, the service charges are calculated and printed on the customer's statement, but do not actually post to their account. If the customer does pay the finance charges, you can record them as a miscellaneous cash posting from the customer's check. Easy. Saves time. And…time equals money!

SUGGESTED ITEM CHANGER This modification (for versions 6.6 and 6.7) allows the user to enter item number changes during regular business hours without having to lock all other users out of the system. To update these changes, you still need to be able to lock the SMCNTL file (everybody needs to be out of the system), usually done after hours. Note: This feature is now standard in FACTS version 7.2 and beyond.

A related enhancement is:

ITEM CHANGER INTERCHANGE After removing the old item number (by changing it to a new one) FACTS will write it back out as an item "interchange" to the new part number. If employees or customers refer to the old item number, it immediately replaces it with the current item number.