Priority ERP Solutions

Highlights of version 22.1

 

Priority Software Ltd. is a leading provider of scalable, agile, and open cloud-based business management solutions for various industries and organizations, from global enterprises to small and growing businesses. Recognized by top industry experts and analysts for its product innovation, Priority provides real-time access to business data and insights from any desktop or mobile device, enabling organizations to increase operational efficiency, improve the customer experience, identify new opportunities, and outpace the competition. With offices in the US, UK, Belgium, and Israel and a global network of business partners, Priority empowers 75,000 customers in 40 countries with smart and intuitive business management platforms that drive accelerated organizational growth. 

Priority offers tailored systems that meet the requirements of its core vertical markets, including manufacturing, professional services, customer service, retail (including a built-in PoS, the critical link between front- and back-office), healthcare, construction, automotive, agriculture and more. Priority provides logistics companies with fully-integrated supply chain management to optimize logistics networks, manage transportation and warehousing operations, and provide other value-added services to their customers.

The system’s functionality covers all the fundamental elements of traditional ERP with primary modules, including finance, manufacturing, logistics, human resources, time and attendance, business intelligence, project management and customer relationship management (CRM). Priority is offered both as on premise and cloud solutions, both of which deliver 100% system functionality, enabling users to access their data in real-time from mobile devices and tablets. To date, 1,500 customers successfully use Priority ERP Solutions in the cloud.

Ideal for growing organizations, Priority ERP Solutions enables expansion from a few to several thousand users and is designed to help users configure the system to meet their organization’s needs via a range of customization tools. With multiple languages, currencies and built-in support for multiple tax jurisdictions, Priority delivers rich user-level personalization with easy to configure screens and options.
Visit www.priority-software.com.

 

 

 

 

Highlights of version 22.1:

 

 

 

The details you need, where you need them

Experience the most effective workflow without having to spend time searching for data.

We searched and found the data you need, and put it in the places you need it.

Introducing the new i icon – just one click to open a side panel with relevant details from other forms.

For example, when you add new items to a document, you can view details like part prices, availability, and preferred vendor, without having to go to other forms.

For your customers, you can easily view the address and phone number, payment means, credit details, and more. Find the i icon in the Customer, Part Number, Vendor, and Project fields in every form.

Personalize the panel using the design tool to choose the information that you prefer to see.


 Back to List

 

Your workspace, set up just for you

  • Top searches –

Priority’s search tool just got stronger, more personalized, and insight-based

Using new technology, enjoy a personalized workspace based on smart insights.
Get useful recommendations to save your top searches, and see the data you want with just the click of a button or, immediately upon opening the form – saving you time, and freeing you up for more important tasks.

  • Your branches, your workspace – As a user working for an organization with multiple branches, you can now define which branch you are working in, in real-time, for a more personalized workspace. The option to define a branch will affect how branches in different documents in the system are filled in, and the relevant input that will be saved for programs and reports you run.
  • System Help Tools –

Get to Know: Buttons, Icons, and Keys – You can now find a new help resource under the Help icon in the Help menu (). This resource is especially useful for new Priority users, but those more familiar with Priority will also benefit from this extensive reference to all the buttons and icons in the system. This document includes the shortcut keys reference, replacing the former Keys and Functions document.

In addition, you can easily and effectively find any help you may need in the system, with the updated Helpbook, found in every document, including the most relevant videos, SOPs, and FAQs. As we continue to update our help, we refreshed our video tutorials, taking down older videos, and are planning to gradually remove the Wizard help, focusing on the most updated and relevant help for you.

  • Sharing documents from Priority Mobile – The last print format you choose is automatically saved as your default for easier sharing.

 

Back to List

 

ATP Available to Promise

Quickly check supply available to promise directly from the sales order line –

Use the new ATP feature and immediately know if it is possible to supply the ordered item, in the ordered quantity, and on the requested date.

This is especially useful for your sales process, in that you can quickly check the supply availability upon receiving a sales order, by using the new ATP Stock Availability Check program from the item order line.

If the supply is unavailable, you will know the earliest date in which it will become available.

These results are based on the previous MRP run, while also taking into account the previous ATP checks and order commitments.

See the SOP for more information.

 

Back to List

 

Approval Lists

We continue to develop Priority’s Approval List solution to give you the best experience. Now, approval lists are managed in new, unified form, offering you the following features:

  • Automatic selection of approval list code – The system can now automatically choose the most fitting approval list according to the data in the document. We made this possible by giving you the option to define parameters for approval lists; e.g., branch, department, and budget item. For example, if the branch defined in the document is “Johannesburg” and the demand type is “office equipment,” an approval list that fits the criteria will be filled in automatically according to that specific data. The approval list conditions are defined in the new Approval Lists form.
  • Approval lists by position – Organizations that appoint positions according to project or branch can now define approval lists by user position, and not only by a specific user. For example, for an approval list that first goes to a project manager and then goes to a branch manager, you can now just record the position once, so that the approval will be requested from the specific managers according to project and branch.
  • Start a document approval round – Now, an approval round will only start when the document is moved to a status marked as Pending Approval. Therefore, the NewAppList logistic constant is canceled.
  • Approval round for purchase invoice – For interested organizations, you can now define that invoices can start an approval round after the invoice is closed, and before the payments are prepared.
  • Approve or decline directly from your email – When a purchase order or purchase demand is ready for your approval, you will now receive an interactive email, allowing you to approve or decline from the email itself. Your response is automatically recorded in the system. Just set the EmailApprove logistic constant.

To better describe the functionality of Authorization Lists, we updated the name to Approval Lists. Continue to use approval lists the way you know, with the new and updated terminology.

Find more information for Priority’s approval lists solution in the SOP.

 

Back to List

 

Reconciliations

  • Innovative Reconciliation Work Areas – Split reconciliation work areas provide the most effective reconciliation experience. We invite our customers to use this reconciliation experience on bank, account, and credit card reconciliations.

In our ongoing efforts to improve the reconciliation experience, we added new features to the reconciliation work area:

  • Show More Fields – Now you can show more fields in each side of the reconciliation work area, using Form Design. Move easily between fields using the keyboard arrows.
  • Automation for Discrepancy Calculation – We added an automation for calculating a discrepancy remainder, for when the user wants to record a reconciliation transaction with a discrepancy amount, and split it between several accounts.
  • Temporary Reconciliations – To make editing temporary reconciliations easier, when you edit a reconciliation on one side of the work area, the lines with the same reconciliation number on the other side will pop up to the head of the work area.

For more information about this reconciliation method, see the SOP and video tutorial.

  • Exchange rates in Foreign Currency Reconciliations – In foreign currency reconciliations, the system will no longer force setting an exchange rate manually, but will identify the exchange rate automatically, according to the exchange rate of the original transaction date, or the manual transaction date that was set for the reconciliation transaction.
  • Renaming of Forms – To describe its functionality more accurately, we changed the name of the Reconciliation Methods and Codes menu to Reconciliation Methods&Criteria. Along with this change came three more changes:
    • The Reconciliation Codes form is now Reconciliation Methods.
    • The Reconciliation Methods form is now Reconciliation Criteria.
    • The Cancel Pending Reconcil’ns program is now the Cancel Pending Recon. program.

 

Back to List

Brochures: