Senior Account Executive here at Advance
where and I want to welcome everybody to
our webinar series we call it ask the
experts because it gives you a chance to
view different subjects and ask
questions and get those answer for you
so ask the experts webinars our agenda
today I'm going to go through a short
introduction about five minutes or so
just give you some general comments
goals of the session and today's topic
and then I'm going to hand it over to
our demonstrator who will perform a
presentation for about 30 to 45 minutes
give or take and then at the end we'll
save a ten minutes or so for questions
and answers and then I'll follow up with
a summary
so this our webinar series webinar asked
the experts from a dance where again
welcome and thank you for attending
presentation will be about forty to
fifteen minutes we do this in a webinar
format and I'll explain what that means
in just a minute
today's presenters first of all this is
Tony Cody I'll be doing the welcome
message I also have my assistant James
crumbly he was going to be recording the
session for us and we'll be able to
present that to you after the session is
over a presenter today will be Gerry
Zelda I think many of you probably know
Gerry or have talked to him in the past
he's a senior developer with a t-box
solution and then James crumbly will be
following up with you to help answer any
additional questions and talk about
other items so the process for webinar
format is that we mute everybody during
the presentation and we do this because
it cuts down on the background noise
makes everybody have a little bit better
experience I'm sure all of you have
experienced webinars in the past where
it gets a little confusing and there's
noise so we did it this way the way that
you ask a question is that you submit
those in the chat window which is down
at the bottom of the GoToMeeting box on
the right-hand side of your screen or
wherever it is I'll explain that as well
in just a minute we want to limit the
questions just to the topic of this
session we don't wanna get off-track so
we want to try to keep our questions
limited to this topic and this will be
recorded and made available we have a
YouTube channel we post these on so
you'll be able to go back and and review
the recording pause back up go forward
to make sure that you obtain all the
information that we're presenting
so if if the GoToMeeting control panel
is is covering part of your screen over
on the right hand side you can minimize
that window by clicking on the two
arrows that you see up in the top right
corner this will move that box up to the
top of the screen and kind of get it out
of the way
to ask a question we use the chat box
down at the bottom of that go to media
control panel and you just type a
message in the window there and and we
don't want you to wait and worry about
trying to keep up with those go ahead
and enter the questions as we're going
through the material so that it's fresh
in your mind and then at the end we'll
go through and answer every one of them
in order so you don't have to hesitate
to ask a question at any time when you
do post your question the screen is not
correct we really want you to send it to
the organizers because that way I'll get
it James crumbly will get it and we can
post those questions to Gerry and he'll
get those answered for you so when you
want to enter enter a question this
enter the chat box send it to the
organizers
our goals for the sessions we want to
explore the product review it in a bit
of detail explain what options are
available review all the existing
capabilities in this particular area of
concentration and then also any upcoming
changes that we have planned for this
area of focus we want to get your
feedback part of the reason we do this
is we want to hear from you we think
there we want this to be interactive and
we want to get your feedback on what
we're doing anything about the product
anything about how we do these webinars
we welcome your feedback good better and
different but we'll share our best
practices based on our own experience
and really the main goal is to build the
knowledge base within our customer
community
so today's topic is the tea box
new version introduction and with that I
am going to make Jerry the presenter
so Jerry you should now have the control
if you would share your desktop and say
something so that we can hear you hello
good afternoon everyone it should be
resolved Oh excellent excellent ok your
have made you the presenter so I'll let
you go ahead and start the presentation
on your side and then we'll get other
questions for you and I'll present those
to you at the end of your presentation
okay sounds good sorry everyone could
slight delay I'm not sure what happened
obviously our practice session early is
work fine and this one didn't anyway
last year it was decided that key box
needed a facelift so I took on the
project and basically went through the
entire system to give it a new look to
make sure everything is organized
together and flows through very nicely
so it's a uniform look in the system the
first screen that you're looking at here
is something that's somewhat familiar to
it to everyone this is our initial login
screen in order to access anything
within key box you have to log on to it
now you login by keying in your user ID
and entering key box this screen that
you're looking at is the new user
homepage from this screen you can access
everything within T box what we've done
is organize T box into basically five
different three modules or platforms the
first one being accounting which handles
all of our normal accounting comes
payable receivables etc the next
platform is the front office which will
contain information for the Azaz order
entry I move sales analysis into this
heading the third area is production
office and we'll go in through detail
I'll show you each one of these in a
moment production office obviously
endles pretty much the whole
functionality within the system as far
as production office production planning
plant reporting in estimating etc
inventories within this module you'll
find all of the inventories
you will also find I've moved into this
module the shipping function so you will
also see the ship functions within in
this modules the last module is the shop
floor which contains all the information
that the plant personnel or anyone
that's going to use things outside one
of the new features that was
incorporated in the system is this area
that in green you can set a accession
date once upfront so if you're running
reports from them like two months ago or
three months ago and you want you don't
want to have to change dates every time
you can just simply put them in here and
you can put them in here once and the
system will maintain these throughout
the next feature that we've added you
have to excuse me I'm fighting some
allergies as it just popped up recently
on me so bear with me for a second again
sorry about that the other areas that
you can get into within from this
particular screen are these icons are
shown over here the first four will be
available to all users within the system
the last two the executive in the
admittin are obviously designed for
management and the systems
administrators these two icons will not
show on the majority of users just to
give you a quick preview of what these
are under the profile
you
each user has the ability to maintain
that their basic you know their basic
information names phone numbers you can
change your own password at any time an
email address another thing that was was
edit introduced into this into this
version is the ability to have
background themes which basically just
changed the color which change the color
of the screens again I'll show you this
that later on in demo I won one we get
out of this I I really apologize I'm
just hoping man it would be over this
the next the next area would be Excel
this feature is used if you have
save the copy of the series on on the
server and you want to recall it and
create you a she
to be able to continue talking just give
me one more second please okay
I apologize when we try again here beat
the current system has the same ability
but when you went into this area you saw
spreadsheet were created by everyone
within the new system you will only see
spreadsheets that you created each user
the third area is basically the tee box
user guide
again this is something that was
available on the current system but it's
presented in a new format here turning
point in time you can click on any one
of the options and bring up the PDF of
that section of the user guide
the last the last one that everyone will
see is kiss the exit just a way for you
to log off of P box and go back and do
whatever else you wanted to do the next
to deal with some specialized function
first one being executive get their
support
hey uncle Wynton detail our knees but
suffice to say that these things are
available as the executive dashboard as
a separate portal within the system and
within here in the upper management can
view current information within you know
within their operation and also drill
down into specific areas without the
need of going through different menu
functions
blessing in this area is basically
system administration during that point
out here is we have changed somewhat the
mythology or what users can or cannot
see within the system again on the first
time basis is the way the system
administrative would create each user to
gain access the biggest change in this
area is an e functionality of each menu
can be the turned on or off as far as
user access goes like the current system
you can also drill down even further and
lock somebody out of a specific program
within the module
you
to access each menu or each application
what you have to do is on this grid menu
bar you just highlight the section that
you want to go into click on the
application and all of the options
within this platform will be shown here
on the left side of the screen in blue
these are the different menus that you
can get into it falls to the normally
little default for the first option on
within the menu within the platform but
you can get in this case went to
accounts receivable by clicking on the
menu icon
it changes the menu on the right side to
that application so as you go through
you can see all the different
applications that are there
so accounting contains basically all the
normal accounting functions that we had
in the old system are still under the
same menu option the front office
contains mainly all the functions for
customer service as a CO sauce again our
standard interface for the CEA's Oz is
our self-service query going to any one
of them you will notice that they're
pretty similar to what we had in the
past
Oh
so these screens look pretty much
exactly the same as they did some of the
highlighting in the headings are
somewhat different other than that they
are basically the same thing as we have
in the past
so under the front office what we've
done is consolidate cell service
functions sales order entries and I've
added or moved from the old system I've
moved all of the sales analysis
functions into the front office
application
you
the next application is the production
platform and within here we have cost
estimating we have production planning
production reporting scheduling
scheduling is something that we have
going on on a later session where within
key box we are integrating and importing
information or exporting information to
[Music]
our excuse me into the into other
scheduling packages purchasing and I've
moved out of accounting because job
posting and put that under this menu
function inventories again we have
grouped all of the inventory functions
into one area a new function or a new
menu within T box system that was not
there before is an area for EDI which
we're going to group all of the EDI
functions under one menu heading to make
it easier to get to each of these
functionalities okay and we've also
placed in here the quality control QC
functionalities
the last item on on the menu is the shop
floor within the shop floor we have
again similar functionality that we had
in the past but again like all the other
ones you access by clicking on the icon
up here on this side and that will
switch you into like in this case the
finished goods or click there Anissa
goes into our whip tracking module
to go into a few other functions that
have been standardized within the system
let me get into a record
you
a few features have been added to key
box to make it easier for you to select
reports and to switch eight ranges
within the system what I've added is the
ability to one click to switch between
the current period and the previous
period so you don't have to go out
select a different date range or a
different period and then you know
acknowledge that all you need to do is
come into this and one one click and it
will toggle between the current period
and last period another feature that's
been added to the system
is how we present the output we have
always in the system had a printable pdf
version of the report that is displayed
on the screen and you can do whatever
you want with it
we have also under the current system
had the ability or some reports not all
to get a spreadsheet functionality out
of it which generates spreadsheet and
then you had to click on a separate
entry to call that entry back up again
the other to call that back up again to
get your spreadsheet what we've done in
the new system is in this area here if
you click on spreadsheet and run the
report it will immediately go into Excel
in generate spreadsheet for you without
needs to go anywhere else this is
something we in the past have introduced
into the current version but it was not
consistent on where we did it or how we
did it now when you choose this method
of getting your output that CSV file is
still generated but you don't have to go
back and call it back up again it goes
directly there if you choose both what
will happen is you'll get your report
and in the background it will create the
spreadsheet this is basically what most
of the reports in the system right now
do they did create both I've also gone
through the entire system and all
reports will now have the ability to
either print it out or get a spreadsheet
or get both so you have now the ability
to do this throughout the throughout the
package
the only exception there's very few
exceptions to this which are some of the
poems that come out that are just not
suitable who are being put into
spreadsheet format other than that all
reports will have these three functions
and again as I said earlier the dates
will default to whatever date range was
put in on the first screen to give you
an example of that let me just go back
what I just did was change my to four
dates to be something into last year now
when we come in
you
so now you see the dates up at the top
now have defaulted to June of last year
which is the date that I put into that
and it would switch between June of last
year and excuse me back to between
meandering it would switch back and
forth so again this this is a feature
that probably it's going to find this
most use in the accounting area where
you maybe three or four months into the
into the new year and your accounts have
just finally given you all of your
closing entries and you want to go back
to the last year and run all your
financial statements and all you know
whatever reports need to be run as of
the end of the year you can stage for
December of the prior year and just run
all your reports without having to
re-enter date every time to give you a
one other look at one other thing which
would be how to personalize again the
system if we go into the profile
you
so basically what it did was change the
profile into a blue a blue background
with with different coloring and there
there are a number of colors color
combinations that we included into the
system and it's something if someone
comes up with a combination they would
like to see it's very easily added to
back into the system
let's go back in to where I was
of course it always helps to when you
make a change to save change
you
this is basically the type or color
functionality within the system it comes
up with a blue background in the middle
and then if we look at the other menus
you'll see that that background is blue
this also will affect heading areas on
any queries or things like that
the heading will be in the color that
was chosen as it as the background color
within the system
if you don't mind I would appreciate if
I can cut this a little bit short as I'm
obviously having a little problem
speaking I will answer whatever
questions that you may have and and
again upfront I would like to again
apologize for my voice so Connie if I
can send it back to you I would most
appreciate that
no problem very sorry for the
difficulties there we did record this
our recording this so you will have the
ability to go back and fast-forward
rewind so forth I think a couple of
people might have lost audio at one time
so but I did check and it looks like the
audio was good so it could have been on
your end in any case we'll have to check
that later sure so we'll we'll see how
that goes but what I would say everyone
is that you know we can do this again we
can do it independently for each company
if we need to so we're pretty easy to
get along with let's go ahead and get on
questions for you Jerry so that you can
answer those okay there is one more
thing I'd like to point out I have
available the user guide section the one
chapter that covers everything I've
spoken about somewhat spoken that we can
send to everyone or to whoever would
like to see that in the manual section
so that you can review it also in in the
user guide format something about me I'm
sorry god no problem so yeah so James
crumbly we'll be following up with each
of you and if you'd like that guide you
can make sure you get 50 or makes
arrangements to have that sent team so a
couple questions so one question is in
the dashboard for AR can we set the
parameters for what it's past due to a
simple measure of days from invoice date
as compared to using the custom returns
value
yes that's something that can be done
but it's a cloak that would be a global
change for that company but yes that is
something that is doable we have done
that in the past for people there's
actually two ways of doing that within
this system we have terms codes within
on well rather than talking about let me
go into it
and while and while Jerry is getting to
that I want to make sure to remind
everybody to enter your questions in the
chat box as you think of them so that we
can go ahead and get those answered go
ahead Jerry okay
now within the system we have two terms
codes set up or each each company has
terms code set up
you
of course I don't say yeah with on terms
coach there are eating dates that have
just set them to zero all the
complications of what we're at age from
are eliminated because it will fall back
to being age to from the invoice date
okay all right so I guess the anti a
question we can do it programmatically
just by turning on a switch in the
system to ignore whatever the terms
dates are as far as the aging number of
days or we can you can do it by just
eliminating the number of days within
that that are allocated to each of the
terms goes
all right thank you very next question
when will this upgrade be available and
then what will need to be done to
install it we are right now in the
process of
well basically what I've done is bring
back
the source code from all of our users
and we're in the process of going
through basically plant by plant to see
if there's anything special that have
been added or any modifications that may
have migrated into your source code that
wasn't included on what our normal
distribution code is over the next I
don't know three four or five months
depending on how long
it takes to get individual companies up
and running we're going to be rolling
this out
basically one client at a time and what
plans are is to put it up into a
segregated area on your server so you
get a chance to take a look at it and
run it as far as you data everything
else goes all of that will transfer
automatically into the new version we
basically will have to just go through
have everyone take a look make sure that
I got caught all of the special code
that may have been put in and just have
that retrofitted back in again and then
we move on to the next one and our
ultimate goal is to have everyone
basically on the same
player the same level of sauce so that
rolling out changes in the future or
different enhancements will be much
easier and quicker we can do them all at
once
so I guess ultimately I'm we have not
finalized an implementation schedule yet
but that should be something that we
will have some time probably early next
month we'll have that a much better idea
of who's going to go when type of an
approach and we can talk to individual
companies so you know I in my head I do
have an idea of what what way you know
which which companies are going to go in
what order well I really don't want to
do that you know talk about that at this
point but I'm sure Tony or somebody can
get back to you and find that out ok ok
ok yeah I have a couple of other
questions I think we're exactly the same
so the question is will we still be able
to print from custom labels to using say
a Microsoft print server versus using
tee box
print keys
yes I Spit the label functionality will
it is it that's something that's
actually and I'm very obviously very
custom to each user that will not change
at all okay all right so go ahead and
enter your questions in the chat box if
you have some additional questions we'll
be getting those answered for you
I have another question here carry on on
the current system the menu bar showed
at the top of all screens where is it in
this version oh that's actually a very
good question what we have done is
replaced the menu bar with in the upper
right hand corner and this is universal
it on every application screen within
the system there is an icon that's
labeled to menu
from anywhere if you click on that that
will bring you right back to the menu
that you were on that you made your
initial selection from on the menu bar
itself we have also we have that that
same box that will bring you back to
your to the home screen so the menu bar
has basically been replaced and will
will show you basically the system now
will really display the entire menu at
one so you get to see everything and you
don't have to worry about pop-out sides
and making sure that you get completely
horizontal and not diagonally to hit a
section okay okay all right thank you
again if you have some additional
questions go ahead enter those in the
chat box we'll go ahead and get those
answers they're looking for some
additional questions I did have one of
the question here on the production
office screen why were all the options
grayed out that that this option here we
are as you see they're all basically
created out that's an area that we one
of the changes that we made in that
every menu you have to give the user
permission to either have full access or
no access if you look to the left you'll
see this box here which has a basically
do not enter type of box that by what
that saying is this entire menu has been
blocked from the user
so if you're a different user were on
that these would not be blocked out they
would show like if I go to any of the
other screens on this you'll see that
the highlight so that's just a way of
blocking out now in addition to that
if only one item on this menu was being
blocked to a user just that one line
which show grayed out now you can click
forever and nothing happens you know you
know you can't you don't have any access
to any of these it's just turned off but
that's the reason why they are grayed
out like that
thank you Carrie I'm still looking for
some additional questions that one more
here I think might be the same as before
but it explained the new print options
all right well I think I covered that
one that was in the area of where you
could get it out as a PDF or you get out
as you know just exclusively as a
spreadsheet without having to go through
and look at the the report first okay
all right but I can go if you want to
take a look back again at what we're
talking about here would be
basically these options on the output to
either printer or a spreadsheet or I
want to see them both if I wanted to
save the PDF I want to save the Excel
spreadsheet and didn't want to go into
it right now I wanted to go into it at a
later point okay all right
I have one one last question unless
there's some additional questions if you
would enter those in the chat box what
is the custom Platinum that is the
custom is the last option on the menu
bar if we develop anything that is
completely unique for one user or the
user has things they want to just have
built just for them those options would
be segregated and put in under this and
you would see a menu similar to what
what this or any of them and you look
like but it would have custom options on
them and these options would remain for
that client regardless of upgrades or
changes to the system or any future
early releases would only would only
affect basically the five main platforms
within the system
so anything custom will staying
segregated right now I don't believe I
have anything yeah so right now it's
going to come up like that I a few of
our users I know that there are special
things that were built just for them
they would be included under this new
menu option
okay okay cheering any other questions I
guess an additional questions if there
any other questions from anyone in the
group you know enter that now just
looking to finalize the question and
answer session
like we may have exhausted all the
questions right so so Jerry I'm going to
take back the presentation
um
and just summarize
so so I want to thank everybody for
attending sorry for some of the
technical difficulties we will probably
clean up the recording and make that
available so that you can view that
without some of the the things that went
wrong however you know as part of this
webinar series we generally offer
special for the month and for this month
for the t-box customers we want to
present our dedicated resource plan you
might remember Jay talking about this
and the presentations that we did for
each customer a while back but our
dedicated resource plan has been pretty
popular in our customer base and so
we're extending that to the tee box
customers as well as well so what this
is basically a way to commit to a
certain number of hours of services for
a year and and get a discount on those
services so we call it a dedicated
resource plan the services can be used
for project management or on-site
training online training data migration
customizations which is fairly unique so
not only training but also modifications
to your system any modifications to
reports or to the functionality of the
system services can be used for that or
and or just general consulting so that
we get you the best optimized
implementation and continued training of
your system so the way it works is the
dedicated resource plan is an annual
agreement it renews annually but we bill
it monthly with your license and support
fee and this allows you to use the
entire block of time even in the first
month if you want to you can use the
hours when and if and where you want the
to but you still pay for them over the
period of 12 months and 12 monthly equal
installments along with your support
payment so so it can be you know the
hours never expire you can carry them
over year to year if you want and they
can be any combination of service types
so you know three things really get a
discount on it on the rate which is
great
you get to use the hours whenever you
want you can use them all upfront you
can save them till the end of the year
in the middle whatever works best for
your schedule and then also just pay for
them over 12 months so it's a pretty
good program it really helps people have
the services they need to maximize the
system and we think especially with this
upgrade this might be something that you
would be interested in committing to
some services so that we could help you
upgrade your system and optimize it
so that's I'll have James crumbly follow
up with you about that see if there's
any other questions I think I do have
another question here Giri so I'm going
to make you the presenter again stand by
here
okay here you should need to present her
again now if you share your screen to
share your screen with us and then I'll
ask this question where is the data
collection info in the new version
that is all under shop floor and the
appli system data collection again
looking at the menu here it's under the
data collection and yeah
you
this is very similar to what's on the
system now so you get through the data
collection right here one thing I will
point out we in the beginning when you
first log on for workstations that are
out on the shop floor and they're
assigned as operators those users will
actually be directed straight into this
one module okay so if every brought here
and they can perform all the functions
that they have in the past or on under
tbox
the other functionality is still there
as far as on the shop floor the to the
receipts you know they material receipts
and everything finished with label case
labels are all here
you
get out of the screen
so then the functionality that was on
the old system again is still here so
under materials you have all the same
functionality they had before as far as
receipts and etcetera under the the old
drop-down menus finished goods same
thing again the same prints could pick
up functionality if we go into here
rather than just calling it up so the
functionality is there and it's all
under shop floor
which is really the exact same place it
was on the old system perfectly okay
thank you are there any other additional
questions that's the last question I see
if are there additional questions if so
you can go ahead type those in get those
answered
okay here's another question has come in
so how about exclusions if someone has
access to the production module and I
exclude them from a certain item how
does it look
well how does it look it looks like
pretty much what we talked about I'll
tell you what let's let me let's we'll
create one that we want to exclude one
up one particular item and I'll show you
so what I want to do on this for this
user that I'm under now I'm going to
exclude the plan II application and to
do that actually whoever your system
administrator is would be easily be the
one doing it it's not something that we
have to do they would be able to do this
so we recommend under user security the
user that you want to change
and then go in under the exclusion Lisp
now this particular user has access to
just about the entire system so you have
to find that way what you want to change
and what we're changing is
from
on this particular screen the OEE
analysis again what you see here is
what's printed on the screen next to
that option so it's very easy to see we
just check the box
and we'll go back in
so now you see this is the one that I
have excludes them from it still shows
on the menu but the button is blocked
out they can't get to it so that's what
it would look like if you go down to the
program level you're giving max s to
other things any items that we checked
in the exclusion list will show up as a
grayed out area okay very good
Thank You Giri
are there any additional questions
looking for any additional questions in
the chat box
believe we might have gotten them all so
I guess we'll go ahead and call it a day
we write up on the on the top of the
hour anyway so but again thank you for
participating sorry for some of the
technical difficulties but we will be
doing these frequently and I can promise
you we will get better at them we will
record your voice comes back your voice
will be back here I'm sure hoping
trouble oh yeah and so so again thank
you very much James crumbly if you would
go ahead and in the recording in the
meeting and the recording will call it a
day and again thank you for joining us
today and we will follow up with each of
you individually and and talk about any
additional questions that you might have
and get those answered for you so again
thanks very much for attending
thank you all take care now
you