Activant Prophet 21. Prophet 21 Version 12.0 Upgrade Information

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1 Activant Prophet 21 Prophet 21 Version 12.0 Upgrade Information

2 This class is designed for Customers interested in upgrading to version 12.0 IT staff responsible for the managing of the Prophet 21 system

3 Objectives Introduce topics to consider when thinking about upgrading Note areas of change that may affect users or processes Consider performance impact of the new release List technical considerations Describe how to request the upgrade

4 This course will NOT cover All enhancements included in the Prophet 21 version 12.0 release Step by step upgrade instructions

5 Upgrade considerations Many baseline enhancements, including: Customer Relationship Management Credit and Re-bill Promise Dates Vendor Contract & Rebate Enhancements Wireless Workbench Enhanced User Interface

6 Upgrade considerations Several optional features, including; Strategic Pricing Light Manufacturing DEA Licensing Pedigree Control

7 Areas of Change All previous Dynachange formats for the Items tab in Order Entry must be re-entered Custom fields on Items tab in Order Entry must be re-added using the Field Chooser in Dynachange Screen Designer Why the change? Required due to infrastructure changes Items tab now in table format to allow additional flexibility, panel views

8 Areas of Change Several new security features have been added to User Maintenance User tab View Cost and Profit in Order Entry Application Security tab Allow RMB access to Customer Maintenance Use Contact Maintenance instead of Contact Inquiry Enable RMB for Services > Print and Print Preview Allow RMB access to Validate Open Orders

9 Performance Considerations With a new interface come many new display options If running a thin client and notices performance issues you can set some of these user specific options to their default value Enable Gradient = Off Theme = Default or Classic Style = Default Sidebar or Menu Bar set to Auto-hide

10 Performance Considerations Minimizing Memory Increases with 12.0 Running the Sidebar On Demand results in quicker menu display as well as minimized RAM required Utilization of new My Menu can also minimize memory requirement even to a level lower than seen in prior versions

11 Technical Considerations Requires Windows version greater than Windows 2000 Due to the use of Crystal 2008, which requires a more current version than Windows 2000 Both SQL 2000 and SQL 2005 are supported Sales manager CRM security capabilities are only available on SQL 2005 Sales rep CRM security capabilities available on SQL 2000 Activant has noticed optimal performance with SQL 2005, service pack 3

12 Requesting Prophet 21 Version 12.0 Please read the documentation regarding version 12.0 before requesting. Go to the Customer Web Site Select Documentation Select Prophet 21 Version Documentation Prophet Version Documentation

13 Requesting Prophet 21 Version 12.0 To request: Go to the Customer Web Site Select Upgrade Center Select Solution of Prophet 21 version 12.0 Please read all information on the screens. Link to the customer web site: me.do

14 Summary Get ready for lots of new features Prepare for new user options Make sure your infrastructure (memory, SQL version, Windows version) are adequate Read the documentation Upgrade!

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