Cetec ERP Version 4.20
We are excited to announce that Cetec ERP v4.20 has been released to BETA!
Cetec ERP v4.20 will be rolled out to LIVE cloud environments September 2025. We are looking forward to seeing our customers take advantage of the number of new features in Cetec ERP v4.20, all geared to make daily tasks simpler and teams more efficient!
Important New Features
New Standard Cost Update Import
There is a new screen under the Pricing/Costing Import tab that allows a user to upload an excel or csv file to update part standard costs. This will also give the option to make inventory adjustments to revalue inventory in the spreadsheet to that standard cost. Visit our guide here.
New Trial Balance Report Format!
We have a new “trial balance” report format. This version is cleaner, with debits/credits broken out into separate columns. Numerical values are still able to be clicked into for drilldown reporting. The export has also moved to the top right of the image to a PDF download icon.
PO Notifier on Receipt
New ability on POs to add notifications. This will allow users to set up notifiers to receive an email for each receipt against that PO. Visit our guide here.
New Version Available
As part of the rewrite of the underpinnings of Cetec ERP, the new versions of the following screens are now available for ‘beta’ and usage:
- Price List (Parts » Pricing » Price List)
- Documents List (Admin » Docs » Documents List)
- Project Prepay (Quotes » Project » Prepay Splash Screen)
- Vendor Returns (Parts » Vendor Returns)
Other New Features
Customer Module Side-Navigation Bar UI Restructure
The new version of the Customer Module has a restructured navigation bar (left hand navigation). The top level navigation will include: View, Edit, Sales+, Accounting+, Maint+, Cases, Documents, Notes, Leads, Opportunities. Sales+, Accounting+, and Maint+. Each top-level navigation menu will have sub-level navigation menus. This clean look is designed to remove visual clutter from your navigation bar and help you find what you’re looking for faster.
Commissioned Reps Report (Vendor Reps List) Enhancements
New columns have been added to the vendor commissioned reps report: “Type”, “Header/Line”, “Prcpart”, “Valid From”, “Valid To”, “Breakdown”, “Comments”, and “Ship To”. These columns pull their values from the commission breakdown record columns of the same name (see the table “Commissions/Vendor Reps” on the customer view page).
Completed Work Instructions On Order Split
Completed work instructions on work orders will now transfer to a new order line on an order split.
Invoice GL Entry to Include NOSI Number
The NOSI number will now be included in the Ledger entry for each invoice. NOSI number stands for Number of Shipments Invoiced. NOSI is the number of invoices created against an order, and is a part of the Invoice number.
Enhancements to Note Reminders
The new version of the Note page features enhancements to Reminder type Notes! Users can now mark Reminder type Notes as ‘Complete’ on both the Note edit and from the My Tasks page. My Tasks will also include ability to filter for Incomplete, Complete, and All reminders. Learn more here.
Improvement to Labor Plan Location Editing
Previously, to change a work location on a labor plan (work instructions), you would have to delete the old location, along with operations and instructions, and re-enter under the correct work location. Now, on the Labor Plan screen, there will be a select box for each work location, which will allow a user to easily swap work locations.
Alert On Receiving Screen If Receiving Early (x days before PO Line Dock Date)
There is now a config setting called “Due Date Alert Days Ahead”. This will alert a user on the receiving screen if the PO line being received is N number of days ahead of the dock date, where N is the value input for the config setting. For example, if 3 is set as the config value, there will be an alert when a PO line is received 3 days or more before the PO due date.
OEM Part Number Import Improvements
On the single BOM import, you can import by OEM, which will find the corresponding PrcPart that the OEM is set to. If there are multiple PrcParts corresponding to a single OEM, there will be a fuzzy-search dropdown to select a PrcPart from. If no PrcPart exists, the import will let you create one on the screen, and will also give you a list of which PrcParts did not exist. Visit our how to guide.
Hide ‘0’ Qty Filter On Inv Value Report
On the Inventory Value report, a filter for ‘Hide 0 qty parts’ to ignore parts with 0 qty was added. Additionally, the report now supports the ability to sort by ‘Cost’ and ‘Net Value’ fields.
Columns added to the Receiving Screen
Enhancements have been made to the Receiving screen to include data for the Tech Description and External Source Comments. External Source Comments is included as a +/- Column on the receiving line, while Tech Description has been added to the Inspections table below.
Waterfall Report (Per Part) Now Contains “Show/Hide” Toggle Column Ability
Part Waterfall now supports “Show/Hide” capability for report columns. Columns for Ship Date, and Due Date, as well as ordline and ordhead bonus columns, have all been added to the report.
BOM Export Enhancements
There are two enhancements to the BOM export:
- BOM Export.csv now contains the Part Spec Group NAME value instead of the Part Spec Group ID.
- The Cross Part association (Customer Name, Vendor, Manufacturer) will now be included in the BOM export when Cross Parts is selected.
Quote Line ADD Now Honors User-Specific Default Warehouse Location
If the user who is adding the quote line has a default warehouse location set on their user profile, the Quote Line ADD function will now auto-populate that warehouse location.
Cust Part Field (From BOMComponent) Now Available On Order Material Report & Allocation List
On a material/component line of a BOM record, you can specify a “customer part number” reference field. This BOMComponent-level field now will populate short/late meta-date on the Order Material Report and the Allocation List.
Internal Customers will use same Customer record on suborders
If the Customer on a Quote is Internal, all suborders created from that quote will retain that same internal customer.
RMA filter added to Ontime Shipment Report
A Yes/No filter was added to the Ontime Shipment report, which gives you the option to include or exclude RMA-related work orders.
Commercial Invoice PDF Is Now Able To Be Customized
You can now register a custom document to override the default Commercial Invoice PDF.
New filter for Prcpart on CAR List
The CAR list now supports a PrcPart filter and column, allowing users to report on CARs by part record.
Fix On Manufacturing Cost Analysis (Setup/Overhead) To Accommodate “Use Est. Labor”
Invoice cost analysis report now properly supports setup and setup overhead costs when manufacturing time logged was via “use estimate labor” (instead of actual time entries).
New filter for Completed Schedule Entries on Schedule by Location
There is now a filter and column on the Schedule by Location List for scheduled entries that have been marked as ‘Done’ or ‘Complete’.
Multi-Line Receipts now include PO comments per line
When receiving Multiple Lines against a PO, the PO comments will now show per line on the receiving screen.
Enhancement To Non-Inventory Purchasing Activity
A new column exists on the Create PQuote screen for a Sales Order that contains a checkbox to create the PQuote line as ‘non-inventory’. If the sales order (header) is classified as a “drop ship” order, this checkbox will be default to be selected. The PO Lines will automatically be tagged as “non-inventory”, and you will see the non-inventory checkbox auto-checked when you create a PQuote from that order.
Added Multi-Select Search for Work Location to WIP Aging
The new version of the WIP Aging report now supports a multi-select filter for Work Location, making WIP reporting easier.
Object Type field in WorkflowStage Now a Select Box
In the WorkflowStage Data Maintenance table, the Object Type field is now a selectbox.
New Tax Group Functionality
Enhancements to tax groups to allow ‘ship to’ zip/state/country can be shared across Tax Groups. This will apply to quote and order line taxes - you can now have multiple tax groups on quote and order lines. This will apply based on existing rules.