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August 2011 Update

August 2011 Update.

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August 2011 Update

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  1. August 2011 Update • The enhancements described in this document are being installed on your DPN accounting server. Make sure this information is communicated to ALL users of the DPN accounting system before the updateso the changes will be anticipated. Here is a brief overview of some of the changes included in this update: • Zip Code File Structure Changes – Now Accommodates Foreign Addresses • Print Messages • Agent Credit Card Enhancements • Open Item Inquiry & Report Enhancements • eREBS Enhancements • SPECIAL NOTE:This will be the final update handled in this manner where a PowerPoint document accompanies the update. The May 2011 “Paws for Thought” Lone Wolf newsletter explained in its entirety DPN’s new “Auto-Updating of DPN Servers” process, which will update your server automatically. The Release Notes for these updates will be available on the DPN website. Go to www.dpn.com and select the Release Notes tab to download the information. • If you did not receive a copy of the May 2011 “Paws for Thought” newsletter, it is available under the News & Events tab on both the DPN website (www.dpn.com) and the Lone Wolf website (www.lwolf.com).

  2. Zip Code File Enhancements Many of the newer integration programs, including some franchise feeds, have become more particular of the structure for City and State information. In addition, foreign addresses have also become more commonplace. Enhancements have been made to the DPN Zip Code File to accommodate these changes, and they are applicable to all programs in DPN where a zip code can be entered. For Foreign (i.e. non-United States) addresses If the Zip Code entered is recognized, the City, Province, and Country will be populated. If the Zip Code entered is not recognized, the Zip Code window will display the Zip Code along with the Foreign field. Enter Y in the Foreign field. Next, the City/Prov/Country field will display. Enter the City, Province, and Country with the necessary punctuation. For Non-Foreign (i.e. United States) addresses If the Zip Code entered is recognized, the City and State will be populated. If the Zip Code entered is not recognized, the Zip Code window will display the Zip Code along with the Foreign field. Enter N in the Foreign field. Next, the City and State fields will display as two separate fields. Enter the City without a comma - the comma will be added by the system. Enter the 2-digit State Code – enter the State Code correctly as it is not validated.

  3. Zip Code File Enhancements - eContract The Zip Code enhancements are also applicable to the eContract module. For Non-Foreign (i.e. United States) addresses – If the Zip Code entered is recognized, the City and State will be populated as shown in the example below. If the Zip Code entered is not recognized, a message will display stating that the Zip Code is not on file and prompt the user to add the Zip Code to the file. If the user chooses to add the Zip Code, the Foreign, City and State fields will display as shown below. Accept the default of “No” in the Foreign field. Enter the City without a comma - the comma will be added by the system. Select the 2-digit State Code from the drop-down list.

  4. Zip Code File Enhancements - eContract The Zip Code enhancements are also applicable to the eContract module. For Foreign (i.e. non-United States) addresses – If the Zip Code entered is recognized, the City, Province, and Country will be populated as shown in the example below. If the Zip Code entered is not recognized, a message will display stating that the Zip Code is not on file and prompt the user to add the Zip Code to the file. If the user chooses to add the Zip Code, the Foreign field will display – select “Yes” from the drop-down list, and the City/Prov/Country field will display – enter the information as necessary.

  5. Report Printing Enhancements - Print Messages Currently when printing a DPN report, depending on the size of the data the report is compiling, the cursor will flash in the upper left-hand corner of the screen until the report has finished compiling. Now, a message will display alerting the user that the program is processing. Following is an example:

  6. Real Estate – Credit Cards – (RE-9-5) The Agent Credit Card Menu has been changed to display in two columns. Option 2, is now labeled “Reports/Inquiry” and a new inquiry option has been added. Two additional options, 12(Cancel Transactions) and 13(Edit/Update Cancelled) have been added to allow you to cancel transactions that have been submitted to the credit card company for payment. Previous Menu New Menu Note: If you are using CIM/API Interface, previously that option was number 12, but it is number 20 on the new menu.

  7. Real Estate – Credit Cards – (Company Parameters) A new option has been added to the Bank Rec Type field in the Credit Card Company Parameters. Previously, when credit card records were updated to Bank Reconciliation the only option was R/Blank(receipts/deposits). Now the option is available to have credit card records updated as W(wire in/wire out). This is applicable to records processed in options Edit/Update Authorization File (RE-9-5-9), Edit/Update Manual Authorization (RE-9-5-11), and Edit/Update Cancelled (RE-9-5-13).

  8. Real Estate – Credit Cards – Reports/Inquiry (RE-9-5-2) Enhancements have been made to the following reports: History Report (RE-9-5-2-2) The option is now available to print only cancelled transactions. In addition, when the status is D(declined), C(cancelled) or A(all), the program will use the authorization date for the comparison, otherwise the create date will be used. History Report by Agent (RE-9-5-2-3) The option is now available to print only cancelled transactions. New Option - History Inquiry by Agent (RE-9-5-2-10) This new option allows you to view an agent’s credit card payment history by record number or status. If the display order selected is by S(status), the status code (new, submitted, accepted, cancelled, declined, or all) will be required. The following example shows that C(cancelled) records were selected:

  9. Real Estate – Credit Cards – “On Account” Payments • “On account” payments flagged to be paid back to an agent’s credit card using the Auto or Manual Flag Charges options, will now have an “M” print on the following reports & inquiries: • Accounts Payable Open Items (AP-7-1) when printing type 2 • Open Receivables Report (RE-9-10) • Open Receivables History (RE-9-20) Inquiry screen when F6(print) is selected “M” Indicates item was flagged in either the Auto Flag Charges (RE-9-5-3) or Manual Flag Charges (RE-9-5-4) options AND updated using the Edit/Update Agent Charges option (RE-9-5-5)

  10. Real Estate – Credit Cards – “On Account” Payments • “On account” payments posted in the new month will display with a “P” next to the status column when printing or viewing the records in the new month. For example, an “on account” payment was posted in the current month (2/11), but was flagged to be back on the agent’s credit card in the new month (3/11). When printing the Open Receivables Report (RE-9-10) for the current month (2/11), the record will have a “P” printed next to the Status column. This is applicable to the following options: • Accounts Payable Open Items (AP-7-1) when printing type 2 • Accounts Payable Aged Open Items (AP-7-1) when printing type 2 • Open Receivables Report (RE-9-10) • Open Receivables History (RE-9-20) Inquiry screen when F6(print) is selected • Agents Aged A/R Report (RE-9-12) “P” Indicates item was paid in the new month

  11. Real Estate – Credit Cards – “Open Item Inquiries & Reports” The Accounts Payable Open Items Inquiry (type 2) (AP-7-1) and Open Items by Payee (type 2) Report (AP-7-1) have been enhanced to be consistent with the Agent A/R Open Receivables Inquiry (AP-9-20) and Open Receivables Report (RE-9-10) options. These options now print/display the same information for records that are flagged to be paid by credit card, manual check, or check writing. Examples of both reports, along with a legend, show the consistency of the data that is printed on the two reports. These examples are displayed on pages 12 and 13.

  12. Real Estate – Credit Cards – “Open Item Inquiries & Reports” A/P Open Items Report (AP-7-1)       • Legend: • **FLAGGED FOR CREDIT CARD – This description indicates the one of the following: • 1) A Partial Payment amount was updated in the Flag Charges Update (RE-9-5-5) and is waiting to be sent to the credit card company (RE-9-5-7). • 2) A Partial Payment amount has been sent to the credit card company (RE-9-5-7) and is awaiting authorization (the record has not been updated in DPN as “Authorized” OR “Declined”.) • **FLAGGED FOR COMPUTER CK – This description indicates a Partial Payment amount has been entered through Check Writing, but has not been paid. • **FLAGGED FOR MANUAL CHECK – This description indicates a Partial Payment amount has been entered and the record is sitting in the Manual Check Edit. • **IN CREDIT CARD EDIT – This description indicates a Partial Payment amount has been entered and the record is sitting in the Flag Charges Edit (RE-9-5-5) . • NOTE: Partial Payment amounts are not included in the totals – the partial payment amount is offset to the left of the amount column. • M – An “M” printed to the left of the record indicates the entire amount has been flagged to be paid by manual check or credit card. • S – The record has been flagged to be paid and is sitting in the Agent Cash Receipts Edit.

  13. Real Estate – Credit Cards – “Open Item Inquiries & Reports” Open Receivables Report (RE-9-10)       • Legend: • **FLAGGED FOR CREDIT CARD – This description indicates the one of the following: • 1) A Partial Payment amount was updated in the Flag Charges Update (RE-9-5-5) and is waiting to be sent to the credit card company (RE-9-5-7). • 2) A Partial Payment amount has been sent to the credit card company (RE-9-5-7) and is awaiting authorization (the record has not been updated in DPN as “Authorized” OR “Declined”.) • **FLAGGED FOR COMPUTER CK – This description indicates a Partial Payment amount has been entered through Check Writing, but has not been paid. • **FLAGGED FOR MANUAL CHECK – This description indicates a Partial Payment amount has been entered and the record is sitting in the Manual Check Edit. • **IN CREDIT CARD EDIT – This description indicates a Partial Payment amount has been entered and the record is sitting in the Flag Charges Edit (RE-9-5-5) . • NOTE: Partial Payment amounts are not included in the totals – the partial payment amount is offset to the left of the amount column. • M – An “M” printed to the left of the record indicates the entire amount has been flagged to be paid by manual check or credit card. • S – The record has been flagged to be paid and is sitting in the Agent Cash Receipts Edit.

  14. Real Estate – Credit Cards – “Open Item Inquiries & Reports” The legend shown on the previous page also applies to the Agent A/R Open Receivables Inquiry (RE-9-20) and Accounts Payable Open Items Inquiry (AP-8-2) by Payee (type 2) options. These options now display and print the same information for records that are flagged to be paid by credit card, manual check, or check writing. The examples below show the consistency of the data that is displayed between the two inquiry options. When using either option, select the F3(applied payments) function key from the main “pick” screen, then press Enter to display the record. To print the information, select the F6(print) function key from the main “pick” screen. Open Items Inquiry (AP-8-2) Open Receivables Inquiry (RE-9-20)

  15. eREBS Enhancements – Fallthru Contracts An option to view Fallthru Contracts has been added to the eREBS Menu. Fallthru contracts can be viewed by agent or office:

  16. eREBS Enhancements – Agent Profile/My Production The following enhancements have been made to the Agent Profile/My Production screen: • The following new eREBS Parameter options have been added (screen #3): • The option is now available to display only the agent’s current level, or both the agent’s current commission percent and next level. • The option is now available to show or omit the agent’s current commission split. • The option is also available to display the agents GCI as gross or income, or omit the information completely. The “Categories” header has been changed to “Categories/Teams”. In addition to any categories an agent is affiliated with, any teams the agent is affiliated with will also display in this section. • This notation is dependent upon the following settings: • If the Agent GCI field on Screen #3 of the eREBS Parameters is set to G(gross), and the Rpts/Add Promo to Gross field on Screen #5 of the Real Estate Parameters is set to “Y”, the notation “Promo added to gross” will display. • If the fields are set to “I”, the notation “Promo added to income” will display.

  17. eREBS Enhancements – Agent Profile/My Production Drill-downs are now available in fields that have a hyperlink, such as Open Item A/R Balance, 1099 Balance, Projected Written Commission, Closed GCI, Listings, and Closed Contracts, etc. When drilling-down on the A/R Balance detail from this screen, partial payments will now display.

  18. eREBS Enhancements – Agent Profile/My Production The comparison layout in the Listings and Closed Contracts sections is now different – the examples below show both the new and previous formats. The new format is more columnar, displaying additional information for average listing price, as well as additional information regarding average sales price and GCI for closed contracts You can drill-down to the detail in the current year and the last year. The Average Price columns are calculated as follows: Total Volume divided by Total Units = Average Price *NOTE: This calculation is using the sales volume, not the sales price. New Format: Previous Format:

  19. eREBS Enhancements – Ancillary Services The Ancillary Services Summary and Detail Reports have been enhanced to include “Cash” totals if your company uses the Cash Sale Payee feature (the Cash Sale Payee number must be entered in the eREBS Parameters, Screen #2). Previously, the ancillary reports excluded deals associated to the Cash Payee. The example Summary report below was created by selecting Ancillary Services by Office for the Current Year, then selecting the Mortgage Company Units/Volume – Summary option. The detail report for the same criteria is shown on the next page:

  20. eREBS Enhancements – Ancillary Services The example Detail report below was created using the same criteria as the summary report on the previous page (Ancillary Services by Office for the Current Year, Mortgage Company Units/Volume – Detail option). The totals on this report tie to the summary report totals. As shown in the example below, the “Cash” totals now print as a separate line item:

  21. eREBS Enhancements - Reports • The following enhancements have been made to the eREBS Reports: • The Birthday List now includes the agent’s mailing address. • The Agent Receivables reports now display totals which are consistent with other reports. The “Download PDF Report” link has also been added. • Closed and Written Contracts by Agent now display/print a Co $ column if the Company Dollar parameter field in screen #6 of the eREBS parameters is set to Y. • Agent Ranking: • If the agent’s next level is zero, the verbiage “Highest Level” will be printed on the report. • If the ranking report selected does not include MTD columns, a default date will populate for the calculation. • Listings by Office summary screen – Totals now display on one screen. This is a great tool for General Managers.

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