Update v3.02d, 02/12/2007
v3.02d
1) On the new Form Type Copies options (Invoice, Work Order, Return) the system will now allow user to turn on "Prompt for each Copy" during the Print Copy Screen so each copy can be sent to different printers. Normally your work order and invoice forms are defaulted to the right printer. If you leave this option off; the first copy will print to the printer you point to, the rest will print to the default printer setup in the form. Use this feature if you need to send all copies to a printer other than the default or you need to send each copy to a different printer.
2) Made some changes on how the System Error Trap works, this also required field changes in the Main System Error File. Added new sort keys to the System Error file screen. This allows sorting by error code and other fields to better trace problems.
3) New MenuBar for Salesman, Department and Location Codes.. (Thru-Out App)
4) Added to the new Inquiry Open Items feature, will allow user to Include the Search field as a filter.. This allows user to filter a single Route or any Sort Key for that matter.
5) New optional feature that will allow ProFrame to run from each client (local computer) rather than from the server. It’s called “Remote Client”. It’s always been normal for ProFrame to be installed on a server or a shared client on a peer-to-peer network. The EasyMenu program that’s installed on each client is an engine that calls the ProFrame application that’s stored on the server or computer acting as the main server. This way you only have one copy of the ProFrame application store on your network. This makes is very easy to update that one copy and nothing else is required on each client. Of curse the ProFrame database files are also stored on the acting server. This new option will allow ProFrame to automatically update all applications including updates to each client; so the application will run local and only needs to retrieve actual ProFrame data across the network. (to use this feature, give us a call to set that up)
6) New Multiple Copies Feature.. (allow copy numbers instead of just Alpha letters) 1/2, 2/2 etc.. New field is mCopyID2, just add this to current forms..
Errors resolved:
a) Error “SetFocus” during Posting Payments if an in-valid date was entered.
b) Error “m0what1” during line item order entry. If during the item list menubar the user clicks the Item Number field behind the menubar, this would cause this error.
c) Error “code1” during Department menubar or Ship-To menubar.
**End of v3.02d **
v3.02c, 01/01/2007
1) During the creation of orders, the system will now test for line items when quitting. If line items exist; user is prompt to “Save changes”. Some users were quitting here by accident. This only affects quitting while creating orders not editing, confirming or shipping.
2) NEW, Credit Card Validation… The system will now validate credit card information during order entry. To do this we had to make some changes in other places and in doing so we added a few extra features.
2) a) Added a new check box option to the Terms File Maintenance screen “Credit Card Terms”. This tells the system what terms involves a credit card.
2) b) You now have the option of setting up a Flat Fee instead of a Percentage Rate in the Terms file.
2) c) New Credit Card Name file maintenance screen similar to Ship-Via file. This allows the user to setup there own credit card names file. Then all credit card entries are selected from a pull down instead of typing it in. This makes this process more consistent and manageable. This update includes a simple utility to help you clean up this new file. See Credit Card Clean-Up Utility below for instructions.
3) NEW, Open Items Inquiry program, accessed from the Reports/Work Order pull down. This new program was created to help track down open items that are pulled but with no idea of what order it belongs to. In doing so; it turned out to be much more than that. It basically loads all open line items of open work orders, back orders, quotes and sales orders. It’s a browse window with filters and sort key options. It has a Search feature and a Print option. You could sort by route and print a truck route manifest.
4) NEW, Laser Printer Copies option. On the “Company Info Screen” you can now set the number of copies needed for Work Orders, Invoices and Returns. Each can be set from 1-9 copies. This new feature will print the corresponding letter of the alphabet on your forms to help keep track. Example: Set the Work Orders to 3 copies. The 1st copy is A, the 2nd is B and the 3rd is C. This new feature requires you to add a new field to your existing forms. That new field is called “mCopyID” this holds the alphabet letter. See instructions below to do that.
4) a) This new feature will prompt user for “Number of Copies” if default copies is greater than one. This allows user to change the default copies and/or Cancel print altogether.
After Install Instructions
PASSWORDS
This update has two new menu options that must be added to any passwords that require access. The new Credit Card File and the new Open Items Inquiry.
CREDIT CARD CLEAN-UP UTILITY (do this while others are logged off ProFrame)
This update will read your current customer file and build the Credit Card Name file for you. After this is done; chances are that you will have many that are the same but are spelled differentially. Example: Mastercard, M/C, MastCard etc… This utility will help you clean up this file and make it more consistent and manageable.
1) After installing this update, select UTILITY then COMMAND LINE
2) Type DO EBCUST08 press enter key
The idea is to change redundant names down to 5 or 6 basic credit card names and then delete the ones not needed.
3) After all changes, you should use the Credit Card File option off the FILE pull down and delete all that’s no longer needed.
4) From this point on, your users will select credit card names from this file.
5) Edit your Credit Card Terms record and set "Credit Card" switch on to activate the new Credit Card Validation feature.
ADDING “mCopyID” TO CURRENT FORMS
This update allows user-defined print copies for work, invoice and return orders and prints an alphabet letter corresponding to the copy being printed. In order to use this feature you must add a new field called “mCopyID” to your forms. If you do not plan to use this new feature, then nothing is required.
1) Make sure all users are logged off ProFrame
2) Exit ProFrame and EasyMenu back to your desktop.
3) Start EasyMenu
4) Highlight “Modify Report Forms, ProFrame I” and select RUN
5) Enter Password 12123R press enter
** Steps to Copy "mCopyID" into clipboard..
6) Find and double click the form called atColect.frx
This form has different fields already setup and allows you to copy and paste into the forms required.
7) Right Click the mCopyID field and select Copy
(you will only see "mC")
8) Close this form (File/Close)
** End Copy.. now ready to Paste
Start at Step 4-5 skipping steps 6-8.
** Steps below to Paste into forms**
Invoice Form is ATrpt01.frx
Work Order Form is ATrpt02.frx (also is Return WO Form)
Return Form is ATrpt02a.frx (Return)
9) Find and double click the form you wish to change.
10) Right Click anywhere on the form outside other fields and select Paste.
11) Drag and Drop the new field were you wish it to print.
12) Save Changes (File/Save) (NOT Save AS)
13) Close the form (File/Close)
** End Paste
Repeat Steps 4-5 skipping steps 6-8 and starting at Step 9 for each form you wish to paste into.
If you exit EasyMenu.. you will loose the Clipboard copy of “mCopyID” and will be required to run Steps 6-8 again..
** END of v3.02c ***
v3.02b, 12/04/2006
1) Miscellaneous Type Items, the Description field is not being activated as it should be during line item order entry.(this keeps the user from being able to modify the description on the fly)
2) Making system wide cosmetic changes, Ex: New Selection Menu Screen during “Qty Type Discounts”, “Ship-To Button during order entry” Anywhere the system was using an old style MemuBar for selection list.
3) PO Order Entry, added a Item button, VPN button and Aux Item button similar to the buttons during work order line item entry. This will allow user to access items by Item, VPN or Aux Item when working in Purchase Order.
4) Catalog System, when editing Sub-Group (Category) system would display “already exist error”.
5) Order Entry, Credit Card field was not displaying all 20 characters.
6) New Online Reference Guide, once completed will be incorporated into ProFrame I as a HTML Help System.
7) During order entry, when printing Item Labels, it will now print labels based on order quantity per line item. Before it would only print one label per item.
8) AddOn line item browse screen was not displaying headers and fields like the main order entry Detail Tab screen does. It will now.
9) You can now double click the “Ord Qty” field during order entry from the Detail Tab screen and during AddOn. This activates the Edit option.
10) During posting payments, user can select "Credit MEMO" it now opens the Purpose field.
11) Problem during Apply Cash.. If user entered a InValid value in Apply Amount field.. SetFocus error..
12) Display a message when selecting Apply "Cash Discount" if Late Charge etc... instead of doing nothing but looping. Also during Apply Cash.. if you changed Apply Amount and Quit.. it would not reset back to Left_Before amount..
13) Quotes will now calculate Qty Break Discounts like Confirm, Sales or Shipment. When it’s converted to a work order it defaults back out.
14) Re-Write of the AR On or Off feature.. If turned off Global, it defaults to customer "Print Statement" option. Pull from SO Side if "m0arONorOFF" = ' OFF' during CFM of Sales and AR History double click.. (this features allows Accounts Receivables to be turned OFF)
15) New MenuBar Window when Retrieving Catalog Reports.. ExportEASY
16) ReportEASY/ExportEASY.. Updated Data File Menu with Double Click, Enter and ESC. You can now double click to make selection during the Data File Menu.
17) Added a new option to both Customer Discount and On-Sale detail screens.. The new option (Active check box) allows user to turn discount records off without having to delete them. This was added for the On-Sale System so user could easily de-activate yet still be able to track and keep any previous on-sale records. Sense the new field was required and both On-Sale and Customer Discounts table are one in the same, it was easy to add it to the Customer Discount system as well.
18) The Copy Discount feature from CFM has never tested for duplicate records.. Now it will NOT allow duplicate discount records but will overwrite any with last match. In other words; any existing matching records are overwritten by the copy feature. The Copy Discount Utility program has always worked like that... The new Active option is copied as is. In other words; if the copy is In-Active, it’s copied in as In-Active.
19) Patched a SetFocus Error in Password Maintenance when adding a new password and it already exist.
20) Added new feature to the Global Price Change Utility.. You can now pre-view a price change before updating live. What this does is allows the user to test a price change and pre-view what it would look like. This gives you a great way to adjust price changes and get it exactly the way you want it before updating live.
21) Added new option to the Main Utility pull-down menu called Website Catalog Utility, this option has always been placed on the Custom Reports menu for those who use the optional Website Online Catalog Order System. This program allows you to build your website database from the ProFrame inventory and catalog files. It offers two options; Build for Transfer (this allows us to build the MS Access database and upload to your website) or Build for Upload (this builds the MS Access database for you to upload to your website) both options requires a custom program either on our end or on your end.
22) Added Forward/Back to Lookup and Personnel File Maintenance Screens.
23) Close Period can now be closed by Ending Date. In other words; you can now close a period at a later time. Example you could wait a week before closing the last period. The close is based on the ending date.
24) I’ve made some minor changes to the menu system, some of you may consider them major changes, but I believe it’s for the best and you’ll be able to catch on very quickly. Most changes are moves with a few new options.
...Menu Changes...
a) Added... Purchase Order Menu Screen similar to the CSR Menu.
b) Added... TRANSACTION (main pull down between Utility and Reports)
c) Added... WEBSITE CATALOG UTILITY to UTILITY
d) Moved... CSR User File... From FILE to SYSTEM
e) Moved... System Error File... From UTILITY to SYSTEM
f) Moved... Setup Profile Headers... From UTILITY to SYSTEM
g) Moved... Custom Form Grids... From UTILITY to SYSTEM
h) Moved... CSR Menu... From FILE to New TRANSACTION
i) Moved... Close Period... From UTILITY to New TRANSACTION
j) Moved... ReCalculate AR... From UTILITY to New TRANSACTION
k) Moved... Reset Open Allocation... From REPORTS/WORK ORDER to New TRANSACTION
** END of v3.02b ***
v3.02a, 07/01/2006
(1) Error when adding Catalogs if Code already exist..
(2) Added a Preferred Vendor Tab to the ShipTo maintenance screen. This allows user to setup preferred vendors for moulding, glass, matboard and formboard. Then this is trapped during order entry.
(3) The HotNotes was not getting displayed during Inquiry.
(4) The HotNotes was not getting changed during Creation if user changed ShipTo.
(5) New System Option, Display Prompt during order entry if HotNotes exist to force user to read notes.. This installs OFF by default.
(6) Added "Aux Item Number" to Quick Inventory Screen
v3.01c, 05/20/2006
(1) Added new field "Aux Item Number" to Inventory File.
(2) Added "Aux Item Number" a 4th Sort Key for accessing items.
(3) Added new Search buttons to Line Item entry.
v3.01b, 05/10/2006
1) Replace "CVS" with "CSV" ExportEASY and Export Reports
2) Added a Clear Option during AutoLoad (PO)
3) During AutoLoad of PO, IF "Exclude Zero ReOrder Point" is ON.. any items with Zero ReOrder Points was skipped.. even IF "Consider Allocation" was ON.. NOW.. any Zero ReOrder point items that (onhand-aloc) is less than Zero are loaded.
4) Invalid Post Date (Error Trap) was causing a SetFocus ERROR..
5) Invalid Chop Size (Error Trap) was causing a SetFocus ERROR..
6) Added new Year Selection option to Inventory/Gross Qty Report
7) Added new option "Exclude Credit Auto" on Aging Report
8) Increased Credit Card number to 20 Chr
9) Added New (Credit Card Auto) option, this allows user to set account so it prints on NEW Credit Card Auto Report
10) Added New (Collection Agreement) option, Prints Installment Amount on Invoices..
11) Back Orders involving (Split Box) was not recalculating extended price.. Is now
v3.01a, 02/01/2006
(1) Enhanced how the Widths and United Inches Chart works, so users can add custom Widths. Basically I added 23 additional width fields to the United Inches Chart file and Width table so we can easily add custom widths.
(2) Increased the EOQ column from four characters to five on PO detail items screen.
(3) The Include options like Work Orders, Back Orders etc.. that’s on the Open Work Order report is now available on the Open Allocation report.
(4) Setup (GST/PST Sales Tax for Canada users) on System Screen (State = GST, County = PST) If TaxNo field has a PST Number, PST is skipped for Canada users.
See http://www.proframe1.com/support/index.htm for downloads..
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Release v3.02d, 02/12/2007 Back To v3.01a
Topic Locked
Posted - 09/29/2005 : 10:48:43 AM
