v3.05a - 08/23/2007 Upgrade
This release is an upgrade to v3.02d, you must be running version v3.02d before you can install this upgrade.
Contact EasyBee Software LLC @ 1.877.903.6176 for your upgrade copy... Upgrade pricing.. $175.00 per site.
New Features
1) Be able to turn On a Auto Lock for Credit Alerts, (Manual and Auto) Auto will be based on current Credit Limit field..
2) Be able to turn On a Lock Down or leave Off to display a warning message like it does now. On will require Manager to unlock account in order for users to place orders for this account either by turning Credit Alert Off or LockDown Off or Increase Credit Limit...
a.. By turning Credit Alert Off, will allow one order to be placed before resetting Credit Alert back On
b.. Leaving Auto Alert and Lock Down OFF will keep ProFrame working as before with just a Warning when Credit Alert is On.
c.. This new feature requires that all Credit Alert options including Credit Limit be Password Protected...
d.. Credit Alert Auto is updated during normal system operations when creating orders, posting shipments and payments.
e.. Credit Alert or Over Credit Limit will no longer prompt user when creating Returns
3) Customer Account Deletion and Status (Active – In-Active) is now Password Protected...
4) NEW - Credit Card Encryption format option, this allows all credit card numbers to be encrypted inside databases. This update comes with a special update program for current users for Credit Card Encryption to update existing files if you choose to turn this feature ON. It runs from the Command Line and is called ebcust11.fxp..
5) NEW - Unlimited Credit Cards per Billing Account, you will be able to set a default and re-select from a Credit Cards list during order entry and cash receipts. Credit Cards are maintained from a New TAB called "Crd Cards" off the Customer File Maintenance screen.
a.. This also includes a new Credit Card Selection and Validation process. This one is much stricter and provides more validation during entry.
b.. Card Names cannot be blank.
c.. Numbers can only contain numbers, spaces and a “–“
d.. Validates Expiration Dates.
e.. It will now NO longer allow users to Save from the Validation screen unless problems are corrected. They can still Cancel, but the Validation screen will continue to pop-up during Order Entry as long as the card selected has a validation problem. At this point orders can still be saved with In-Valid cards but I've made it very annoying.
The reason for that is Online Credit Card Validation coming soon...
6) NEW - Cash Receipts.. The new Credit Card Selection and Validation now flows into payments if the "Charge Card" Type is selected.
a.. Cash Receipts Ledger Report will now print a second page breaking down all Sub-Totals for Credit Card transactions.
7) NEW - Added Company Number field to Master order files and Master cash files. This allows the system to keep track of multiple companies across accounts receivables.
8) Validate the Chop Size during order entry for proper fractions.
9) NEW - Added a new "Mailing List" and a Salutation fields to Billing screen and the Ship-To screens. These new options are also available when printing Letters and Labels.
..a Also Added a Map Code field to the Ship-To file off the ProFile TAB. It’s a free form 10 character field. It flows into the order master file and Sales Call System.
10) NEW - Sales Tax Code System. This new feature allows user to setup unlimited sales tax rates to choose from for each Ship-To address. If this new field located on the Ship-To account screen is left blank, the sales tax rate defaults to the system rates. The system rates are setup on the Company Setup screen as before. This also includes a second page for all sales tax codes with sub-totals when printing Sales Tax Ledger.
11) NEW - Sales Commission System, from the Salesman File Maintenance screen user can now setup sales commission rates using the current Catalog System without the Vendor options. Example: you could setup a 5% sales commission rate for all 400, MATS and a 8% rate for all 100, Moulding,Wood products for any Salesman. This includes a new Commission option from the AR Ledger report screen to print sales commissions. This new report will sub-total on Salesman.
a.. To Use this new Sales Commission system, user must setup Catalogs for all MISCDISC1 - MISCDISC7 items in Inventory File.
b.. It has one limitation: Cash Discounts do not back out of commissions.
12) NEW - Added a Discount Time Frame to the Discount System and the On-Sale System, this allows user to set a time frame (Start Date and Stop Date) for each discount record. So now in order for discounts to be applied, discount record must be Active and the Create Date of order must fall within the Discount Time Frame. (equal to is a pass)
a.. During this update, this new time frame is updated as follows:
On-Sale System
If Active is ON? Time Frame starts today – 10 days and ends in 30 days...
Customer Discounts
If Active is ON? Time Frame starts today – 10 days and ends in 20,000 days
All (Active OFF) discount records – Time Frame starts today – 10 days and ends today – 8 days
13) NEW – Added Alternate Prices for Unit Class items, this allows user to setup to three alternate prices for any Unit Class item. Counting the current Unit Price and the current Chop Price, each Unit Class item can have up to FIVE different prices with UOM and Qty Ratios. This new feature is a new Button called Alt just to the left of the current Unit Price field on the Inventory File Maintenance screen. This new Alt button is made available only for Unit Class items and when the current Parent Item feature is not being used. You can only use one or the other since this new feature is basically the same as the current Parent Item feature, except this new feature does not require separate item numbers. Each of the three Alternate Prices can have its own UOM and Qty Ratio for relieving inventory and a Discounted check box. The Chop Price (Square) price will allow you to cut mats and sale as Square Footage using the same calculation used for glass. The current Unit Price defaults to a 1 to 1 Qty Ratio. So it should always be sold in single units by default.
Example: Current Unit Price – $3.25 Each, Alt Price 1 - $74.00 Box of 24 etc…
The new Chop Price (UOM – Square Footage) uses the current chop price field.
The Discounted check box allows user to indicate that this Alt Price has already been discounted so no need to apply any other discounts associated with this item.
During Order Entry – Any Unit Class item with Alternate Prices causes the system to open a selection window for user to select the way its to be sold. All five Price Levels are display along with the UOM, Qty Ratio and the Discounted (Check Box). (only the check box can be edited here) Once the selection is made, the price and UOM is updated to this line item and the system works as always from that point. NOTE: Qty Discounts are applied only if the Discounted (check box) is turned OFF…. If user selects the Square Chop Price, the system defaults to Chop and allows the size to be entered. (Square Footage is calculated just like Glass)
14) NEW – Added a User Defined Line Item Entry Search Default option to the CSR Menu Screen. This option is similar to the Customer Access by Name or Number option. This option controls the 1st default search button when accessing items during order entry. (Search by Item,VPN,Aux or Descrip ) Example: Some users may choose the VPN button to be made active 1st after entering the number.
15) Added the UOM field to the current Location column on the Order Entry Detail TAB Browse Screen. Also added the Type, (1-Chop,2-Length,3-C&A,4-Unit/Box and 5-Split Box)
16) NEW - Added a Unit-Of-Measure File, so now all UOM fields are selected from a pull down list similar to Ship-Via or Routes. This will allow for a more consistent UOM that works better with the new Alternate Prices feature. This update will create this file from your current UOM being used. You may want to take a look at this file after update to clean it up.
17) NEW - Line Item Order Entry Pop-Up's, Added a new Pop-Up Code File Maintenance feature so users can setup un-limited Pop-Up Codes (sets) with Pop-Up Items that can then be assigned to each Inventory Item or not. During order entry when adding items; if that item has been assigned a Pop-Up Code, the system will display a Pop-Up reminder for each item number, description and ratio qty under that Pop-Up Code, user can either Add or Skip.
Example: Pop-Up Code “001” includes items “01ABC and 01DEF” and this Pop-Up Code is assigned to inventory item “098-340” During order entry after adding item “098-340” a Pop-Up displaying item “01ABC” with description and Qty is activated and user must select either Add or Skip. Selecting ADD will push that item into add mode so user can complete that detail line item entry. Then a second Pop-Up will be displayed with the item information for “01DEF” etc… Each item under each Pop-Up Code is displayed in a Pop-Up one at a time.
Pop-Up’s during order entry:
a) Only when adding items.
b) Only if item being added has a valid Pop-Up Code assignment.
c) Only if item being added is a qty greater than 0
Pop-Up
a) Add or Skip buttons require Mouse Click Selection.
Pop-Up Code File Maintenance.
a) Pop-Up Codes are three characters.
b) Un-Limited items per code.
c) Pop-Up Code Description that makes it easy to assign during IFM.
Inventory File Maintenance.
a) Pop-Up Code Items are displayed during IFM.
b) Pop-Up Code Descriptions are displayed during assignment.
18) NEW – Password Protection Features
After installing this update, you should make sure these new options are set for each users password.
1) Credit Alert Maintenance – Credit Alert and Credit Limit during CFM.
2) Customer Deletion/Status – The deletion or changing the Status during CFM. (includes ShipTo Deletion)
3) Customer Discounts TAB (Add/Edit/Delete/Copy/View) CFM
4) Customer Credit Card TAB (Add,Edit but cannot Delete (delete tied to Status/Deletion) CFM.
5) Credit Cards Add/Edit during Order Entry.
6) Sales Tax Code File Maintenance – Adding and Editing sales tax codes.
7) Setup Sales Commissions – Setup sales commissions during Salesman File Maintenance.
8) Unit-Of-Measure File Maintenance – Setup system wide unit-of-measures.
9) Pop-Up Code File Maintenance – Pop-Up Codes (Pop-Up Sets)
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19) NEW - Required Date and Time on main order entry screen, prints on Work Orders.
20) Added Password Protection to the Add/Delete Company option from Company Menu.. Same as when selecting BLANK option..
21) NEW Added a “Best Discount Rate” option to the Company Info screen, this allows user to turn this new feature on or off. It installs OFF by default. Currently ProFrame will calculate discounts based on priority of On Sale, Customer, Item then Qty Type. It has always replaced all discount levels with the discount structure that matched. Even if one of the lower discount structures in priority has a better rate. Example: a Customer has a rate of 8% and that product is On Sale at 7%.. The On Sale 7% rate is used because of priority. This new feature allows it to consider the best rate not just priority. Setting this new feature Off will cause ProFrame to function as before. Setting it to On will cause ProFrame to keep the best rate of all discount structures for each level. Example as before.. Customer rate 8% and On Sale 7%.. the Customer rate of 8% is used. This new feature when turn ON works best when discount qty levels are based on standard qty breaks like 25, 50, 100 across all discount structures. Qty’s are not considered when calculating best rate.
22) The new Sales Tax Code and Salesman Code can now be entered at the zip code file level so these codes can be pushed in during CFM.
23) Added new field to CFM off the Profile Tab called “Mail Invoice” so an extra copy of the invoice will print by default. This works in relation with the Print Multiple Copies feature from Company Info setup. Example: You may need only two invoices one for customer and one for your files. This feature allows you to setup certain customers who need a Mailed copy of the invoice. When this “Mail Invoice” is On – a third copy is printed for this customer only.
24) Added the new Unit Class Alternate Pricing to the Global Price Change utility. Also added a new “Base Type” option that allows user to increase or decrease any price based on a certain price. Example: you can set the Length price as Base and increase the Chop price by 27% of base. (base X rate + base) It’s similar to Cost Plus but you can select the base.
25) Added new fields to Inventory File Maintenance – Free form Width, Height and Rabbet fields (10 characters). Also three Miscellaneous fields (35 characters). Off a new Tab called Misc.
Instructions After Installing Upgrade
1. Logon to ProFrame making sure you’re the only user working in ProFrame.
Setup your passwords with any new options for this version.
a) From Main Menu select System/Password System
b) Highlight the password to modify and select Modify
c) Browse to the bottom and turn on options for this user.
d) After saving all passwords, Quit
e) Exit ProFrame and Log back on so new password changes will take affect.
Notice that the ShipFrom File and Credit Card File options have been moved from the File pull down to the System pull down. All new options are also on the System pull down.
2. If you have never cleaned up your Credit Card Names after version v3.02c then follow steps below..
a) From Main Menu select Utility/Command Line
b) At the FoxPro Prompt type DO EBcust08 enter
c) Select a Target (Credit Card To Change)
d) Select a Source (Change To Credit Card)
e) Then select Update.. This will change all Target card names with the Source card name.
f) Select Quit and the Press ESC key to return to main menu.
The purpose for this utility is to clean up your Credit Card Master file, this new version has a new Credit Card system and it’s important that you have a clean Credit Card Master file. To add to or delete Credit Card Names use System/Credit Card File off the Main Menu.
3. NEW Credit Card Encryption Feature
This feature will encrypt all credit card numbers within all databases so only the last four digits can be seen during most processes. When editing credit cards; the full number is un-encrypted so user can see and modify numbers. The main purpose for this feature is to protect numbers while in raw form inside databases. This includes the ExportEASY and ReportEASY features and all reports. This is very simple to install and turn on or off. But it requires a special encryption utility program to be run after making any changes to this switch. This update installed with Encryption OFF, if you do not wish to use this feature; there is nothing more required.
If you wish to Turn this feature ON..
a) From Main Menu select System/Company Info (making sure no one else is working in ProFrame)
b) Look in the bottom right hand corner for the option Credit Card Encryption
c) And turn it ON.
d) Select SAVE
e) Then From Main Menu select Utility/Command Line
f) At the FoxPro Prompt type DO EBcust11 enter
g) Answer YES
h) When Finished, select DONE
i) Press ESC Key to return to main menu.
If you wish to Turn this feature OFF later after turning it ON.
a) From Main Menu select System/Company Info (making sure no one else is working in ProFrame)
b) Look in the bottom right hand corner for the option Credit Card Encryption
c) And turn it OFF.
d) Select SAVE
f) Then From Main Menu select Utility/Command Line
h) At the FoxPro Prompt type DO EBcust11 enter
i) Answer YES
j) When Finished, select DONE
k) Press ESC Key to return to main menu.
4. Make sure you have at least one of your Credit Card Terms set as Credit Card. This is the only way that Credit Card Selection is allowed during order entry.
5. Setting Up NEW Sales Tax Codes
First if you’re not required to collect sales tax based on where the customer is located, then you may not need to do nothing with sales tax codes. This new feature allows you to setup un-limited Sales Tax Codes with a State rate, County rate and City rate. Then assign a Tax Code to Ship-To accounts, so each customer could have different sales tax rates. If you leave the new Sales Tax Code field empty on Ship-To accounts, then the default system rates are used. (just like now)
How To Setup Sales Tax Codes
a) First before you setup tax codes, you need to setup counties in your Zip Code file.
b) From Main Menu select File/Zip Code File
c) Access zip codes and add the County name to each zip code.
TIP: Use Copy/Paste
Optional: Use the pfzipcod on the Command Line and Browse to add counties.
a) From Utility/Command Line
b) Type USE PFZIPCOD enter
c) Type BROWSE enter
d) This is like a spreadsheet, be careful this is a live file with no save or cancel options.
e) Press ESC twice to return to main menu
How To Setup Sales Tax Codes
a) From Main Menu select System/Sales Tax Code File
b) Make up a three character code that’s not already being used.
c) Enter Zip Code, this should pull County, City and State in for you.
d) Enter rates and Save.
6. Setting Up Unit-Of-Measure File
The UOM fields are now selected from a pull down similar to Ship-Via, this will make it much more consistent and easy when working with the new Unit Class Alternate Price feature. This file was loaded with all current UOM field contents during this update, so you should clean this up and add any that you will need.
How To Setup Unit-Of-Measure File
a) From Main Menu select System/Unit-Of-Measure File
b) Make up a two character code that’s not already being used.
c) The code has no value except to record this UOM description within the file.
d) UOM can have up to 10 characters.
7. Setting Up Pop-Up Code File
The idea of this new feature is to setup Pop-Up Codes (Sets) so you can then assign them to Inventory Items. Pop-Up’s are basically Pop-Up Reminders during order entry when selling certain items that require other products to complete. Or other products that could easily be sold along with the original product. The best way to understand this new feature is to setup a single Pop-Up Code with several items. Then assign this code to a single Inventory Item, you can do this from the IFM screen off a new TAB called PopUp’s. Then create a order and Add this item and see how this new feature works. Then you can put some thought into it and be able to utilize the full potential of this new feature.
How To Setup Pop-Up Codes
a) From Main Menu select System/Pop-Up Code File
b) Make up a three character code that’s not already being used.
c) Unlike UOM codes these codes are unique and determine the order during selection.
d) Enter a Description for each Pop-Up Set that will help you during the selection process when assigning inventory items to this Pop-Up Code.
e) Pop-Up items are un-limited for each set.
Things To Do..
Check out the new options on CFM screen – Auto Lock and Lock Down.
Check out the new Crd Card TAB on CFM screen.
Check out new fields on Ship-To TAB – Sales Tax Codes are assigned here.
Check out the new Unit Class Alternate Price feature on IFM screen.
Check out the new PopUp’s TAB on IFM screen.
Notice on the Header TAB screen during order entry that the credit card entry is no longer free form but is now a new selection process.
Note: Make sure you have at least one of your Credit Card Terms set as Credit Card. This is the only way that Credit Card Selection is allowed during order entry.
Check Out the new Credit Card Selection during Cash Receipts if you select Charge Card Payment Type.
Check out the new Alternate Price selection window during order entry for Unit Class items that have alternate prices setup.
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Latest Upgrade v3.05a - 08/23/2007
Topic Locked
Posted - 10/08/2007 : 12:29:12 PM
