v3.05b - 11/04/2007 Update
This release is FREE to current v3.05a users..
If you're not running v3.05a then please see that Release topic..
http://www.proserve2.com/Forum2000/topic.asp?TOPIC_ID=90
Update Features
1) Added a few new user options to the CSR Menu Screen
a. Allow user to set the Required Date and Time default.
b. Insert Balance Payment – allows user to set this On/Off so the customer balance will default into the payment amount field during Post Cash Receipts.
c. Print Invoice After Confirm – allows user to set this On/Off to prompt to print invoice during the Confirm process.
d. Print Invoice After Shipment – allows user to set this On/Off to prompt to print invoice when posting shipments.
2) Added new password security options:
a. Credit Card Add/Edit during Order Entry.
b. Allow Protected TERMS – this allows user to setup any terms as a protected terms so those terms can be password protected.
c. Add Inventory Items.
d. Inventory Adjustment TAB.
3) Enhanced the Password Security system with Default Sets – this allows user to setup password templates (Default Sets) to make it much easier to setup user passwords. Also added a description of each option with more details of that option.
4) Added 3 to 7 inch records to the unit inches chart to better serve corner samples. You will need to edit this file and make changes to fit your situation.
5) The new inventory fields Misc1, Misc2, Misc3, Width, Height and Rabbet is displayed during order entry on the detail item screen.
6) Made some modifications to the Shipping option during order entry on Header Tab. By clicking the Shipping option during order entry on the Header page opens the Shipping Calculator. The Shipping Add-Ons are custom and can be modified from the Inventory File Maintenance screen. See chart below to do that.
• Item Number BOX1 – is the 1st Shipping Add-On
• Item Number BOX2 – is the 2nd Shipping Add-On
• Item Number BOXLENGTH – is the 3rd Shipping Add-On
• Item Number COD – is the 4th Shipping Add-On
Simply set the item description and unit price to what you would like it to be. This new enhancement will allow you to add that fuel sub charge you’ve always wanted.
NOTE: to take full advantage of this new feature, you should consider downloading the WO/Invoice form update or use the ATCOLECT.FRX to copy/paste changes into your forms.
7) Setup more optional memory variables during the printing process of orders. This allows user to add most any field to the WO/Invoice forms. Any field from the customer account record, ship to record and master order header record. Example: you could add the business hours from the ship to record to any order form.
Variable Names Are:
............... The Billing VAR Name - CustPT
............... The ShipTo VAR Name - ShipTo...
............... The Payment VAR Name - PayInfo (Distrubition File)
............... Just add any of these VAR to any Order Form...
Example ShipTo.sBusHours (Business Hours)
8) Added new fields to the Open Item Inquiry program, Ship-Via, Required Date and added new filter and sort options.
9) Added a new One Step Ship option when confirming orders so user can post shipments while confirming. This new option can be password protected in case your operations should not allow this option.
10) You can now print payment information on invoices; you should consider downloading the WO/Invoice form update or use the ATCOLECT.FRX to copy/paste changes into your forms.
11) Setup new Default Sets in Password Security system so user can easily setup password default groups to then copy into each password.
12) Allow Zeros to be entered when entering chop size during order entry. Previously changes were made to validate fractions and did not allow Zeros. This is needed by some users so it has been opened back up to accept Zeros.
13) Added the new Required Date to Open Work Reports and Open Item Inquiry.. Added new Req Date and ShipVia filter options to Open Item Inquiry.. Added new Req Date and ShipVia options to Open Work Order report
14) When setting up Routes during ShipTo Account.. No Blank option was being made available if user wanted to remove a route.. It does now..
15) Added Route Description to Variable Name - Ship.sMisc4 so this can be printed on wo/invoice forms..
16) Global Price Change Utility will now Update across all remotes by default if tOne Plus and Comp = '01'
17) Added new Report atrpt09b.frx for 3rd page Cash Receipts to SORT and Sub Total on payment type. This will separate “Check/Cash” type to Cash and Checks if user will put the word “CASH” in the Reference field during cash receipts.
18) Added all five Sale Types to the Pop-Up Code File... (Chop, Length, C&A, Unit/Box and Split Box) So now each pop-up item within the pop-up set must match the Type Sale during order entry before the pop-up of that item is activated.
19) Corrected Square footage allocation and Usage by adding a new Inventory field to the Alternate Price screen in the Square Footage section. This new field holds the Square Footage per Unit figure. This allows ProFrame to calculate the square footage and usage and allocation separate and is more accurate. Example: a chop for Mats of 16X20 is 2.22 square footage but allocation and usage would be .07 based on 32 SF per sheet. In doing this I also had to add a new field to the detail line item file to hold the total footage figure for chops. So it’s necessary to change the “aloc” field name on your work order form to “footage2” otherwise the total footage would print as .07 for this product instead of 2.22.
20) Remove force five for location code.. For sorting reasons I have forced five characters for the location code. In the long run it’s best to force it to five characters. But some customers would rather leave it as is.. So I’ve added an option off the Company Setup screen so users can turn force five off.
21) Added a new option to Company Setup.. So Work Order Copies can be increased by 1 if Chops exist on order.
22) Added a new feature to Inventory File Maintenance so user can Paste a copy of the last saved item into the current item. This feature will come in handy when adding new items..
23) I made a change to the detail browse screen during order entry by placing the Unit-Of-Measure column between "Order Qty" and "Item Number"… This makes it easier when reading back the order.
24) Default to YES for tOne Plus when prompting for Payment during One Step/Shipment process.
25) Added "All Vendors" option to the Customer Discount Table and the On-Sale Discount Table. This new feature will decrease the number of discount structures needed big time.
26) Setup a Default Customer Number called "DEFULT' this customer will be the default when adding new accounts. Will default Billing and Discount Structure ONLY. Edit this customer to setup your defaults.
27) Added new password option - Save Inventory Items..
28) Added a new "OutSide Cut" feature to the detail order entry screen for chops that require another chop outside current dimensions. This feature when turned on will use the last chop dimensions and add 6” to the total united inches to calculate footage and sale for the second chop and so on. It places “**OutSide Cut**” in the size field so when printed on work order it’s tagged along with inside cut item. The 6” addition can be controlled by editing the “wthy” field on the first record in the United Inches Chart file. This new feature will Progressively calculate each additional OutSide Cut..
29) Added a new Last Price Change Date to Inventory File Maintenance screen.
30) Added five Alternate Vendors, Vendor Part Numbers and Costs to Inventory File Maintenance. This is also added to Purchase Orders with the option of updating back to inventory based on who it’s ordered from by swapping the default vendor with an alternate.
31) Moved all Misc and Width, Height and Rabbet fields to the Pop-Up TAB and changed the Misc TAB to Alt Vendors TAB so it could be password protected. Inventory File Maintenance screen.
32) When adding new customers, the cursor will now default to the company name field.
33) The Credit Card Expiration Date is now tested to the end of month instead of the 1st of the month.
34) Added a new "Discount" button on the Order Entry line item browse screen, so user can now click it to see recalculated accumulative and other discounts if any, while creating or editing any type order.
35) When creating any type order other than Work Orders, the system will now display a hard-to-not-see message of what type of order you're creating. Some users would create a Sales Order instead of Work Order only to realize it later when trying to locate that order.. Hopefully this will help..
tOne Plus add-on product. This add-on is designed to run ProFrame I over a T1 network for multiple warehouse customers.. |
Latest Update v3.05b, 11/04/2007
Topic Locked
Posted - 02/08/2008 : 4:55:18 PM
