2/24/10 Version 6.6.24 Add Auto Status to Salespersons. 2/24/10 Version 6.6.23 Added Crystal Version of Sales Forcast Report. Added Notification of Status Change to Sales Reps. Added Screen Scaling OffSet to accomodate problem with Windows 7 Top on adjusted panels. 2/22/10 Version 6.6.22 Added Screen Scaling OffSet to accomodate problem with Windows 7 height on adjusted panels. Fixed F8 Transfer by Receiver ID, when Pending Change Order to not allow transfer. Fixed Change Order to allow Printing when Sign Off Person does not have Project Sign Off because of High Project Value. Added Orignumber to Dedicated Purchase Order head.dbf. 2/21/10 Version 6.6.21 * Added Track Contract Hours on Service Tracking Module. Added option to Edit Stop Hours on Work Order Module. 2/14/10 Version 6.6.18 Added to List & Status the ability to list the Forecast Report for the Get % above x. Added the Project Number to a Dedicated Purchase Order field orignumber. Added Inventory Allocated, not Invoiced, sort by Part Number Report. * Added Work Order by Cell Phone. 2/11/10 Version 6.6.17 Fixed problem with too many Email Messages. Added List Project Items for a Particular Manufacturer or Part Number. 2/8/10 Version 6.6.14 Added Approval Notes and Source fields to the change Order. 2/7/10 Version 6.6.13 Fixed Get Work Order on Email Side. Added Field list for Post Modern. Changed List & Status Management Report to not list if no data. 2/5/10 Version 6.6.12 Change Part Number Export to Quickbooks to 30 Characters Max. 2/4/10 Version 6.6.11 Fixed Quickbooks to handle Fraction Correction on import. Fixed problem of Transfer Items to Item on Serial Number Tracking. Added new Warranty Cost Section to Wow Report. (Established by checking new Warranty Check box on Warranty Product Codes. Fixed Edit Project to log Open Project for Estimate at Cost project. change Post Modern to use Workordr.dbf. 2/1/10 Version 6.6.10 Fixed Problem with Missing Freight GL for MAS90. 2/1/10 Version 6.6.9 Fixed to Receiving Report does not print when serial numbers tracking is active and Create Receiving Report is not checked. Added Extended Data Management Report to List & Status. Added Activity Notification by Email. (Must have Email Notification Module) Added SignOff for Below Quote Price. Added Email Check box to allow notifications by Email in addition to Normal Notivities. 1/25/09 Version 6.6.8 Fixed Store Scope of work. 1/25/09 Version 6.6.7 Fixed Re-Print Serial Receiver Label. Added Customer Code Look to Show Allocated Items to a Customer. 1/20/09 Version 6.6.6 Added Non Auto Project Number Prefix. 1/19/09 Version 6.6.5 Add Effective Date to Auto Billing Report Export. 1/18/09 Version 6.6.3,4 Fixed Problem with ChipLog. Fixed Timer for Check Activity. Added Email Message, ability store Attached Files. Added Project Number and Job Title to Email Messaege From Project. 1/17/09 Version 6.6.2 Added Hide Inactive Sales Reps to List & Status. Added Manager Chip Log. Added Ship Date When Drop Ship. Added Status to Ihead.dbf. Change Complete date to not be on Invoice when no Complete date is on for invoicing. Added Crystal Reports option for Auto Billing. 1/14/09 Version 6.6.1 Added Product Code Drop Down filter to Auto Billing Module. Added Quote Sign off as part of Sign off system. (Security Point 245 or Sign Off Value set in Security.) 1/10/09 Version 6.6.0 Password change * Added MYOB Accounting Interface Changed Sales Log Report to be left Justified so that Export to excel will work properly. Turn off Audit Trail on Import Price Lists. Fixed Labor Import. Fixed Technician Schedule Report path. Fixed Export to Excel from Sales log report. Fixed Label on Inventory Status report. Added new Buy 1 check box on Allocate not Invoice Report. Added Select Special Address from Contact List. Added Replicate Fixed Price. Added Check Box, General 2, Do not Change Project Status to Dead / Complete, if not Billed. Security Point 127 to Override. 1/4/09 Version 6.5.163 Added support for Import Labor Hours from QUickbooks 2010 1/4/09 Version 6.5.162 Fixed Allocation/Shipped Broken out Report. Fixed Invactive Vendor when doing Locate. 12/31/09 Version 6.5.161 Change Inventory Reports to use Part Number Filter instead of Class. 12/31/09 Version 6.5.160 Fixed Cost on Purchases Received Not Paid.rpt. 12/31/09 Version 6.5.159 Fixed Inventory Status Report. 12/30/09 Version 6.5.158 Added Purchases Received Not Paid.rpt. Fixed Require Date to not come up for Only Allocation. 12/28/09 Version 6.5.157 Fixed Spawn Project to keep Called In by and Salesman. Fixed Ask Require Date. 12/28/09 Version 6.5.155,6 Fixed problem with sending E-mail WOrk Orders. 12/27/09 Version 6.5.154 Fixed update Project Manger by Project Number. Fixed System to allow previous year's project number to be entered in Linking Service Tickets. Added Turn Off Recuring Message on Invoice by Product Code. Change Recuring Date Range message to be before items. Fixed Spawn Project not to copy stockTran Records. Fixed Stock Detail Log to show proper Allocation Data with F2/F4 Keys. Added Security To allow only certain Product codes by login. 12/10/09 Version 6.5.153 Fixed Problem wtih Work Order and Phase Drop Down. Fixed AP Pay Items so hot key works. 12/02/09 Version 6.5.152 Fixed Problem with Estimate at Cost on List & Status. Fixed Problem with Editor Assembly Screen. 12/02/09 Version 6.5.151 Added orignumber to print Head3.dbf also available in weight field. Added Require Date when doing F12 Ok. This also passes to the Purchase Order Print Files. Default Option in Setup. 12/02/09 Version 6.5.150 Changed Assembly screen to use full width of screen for descripsions. Add New index to PURFILBFD.dbf. 11/16/09 Version 6.5.147/8/9 Added Option to turn off Default Salesperson on Project. Added Send Email on Allocation from Editor. Added Update Project Manager by Former Project Manager or by Project No. Added Exclude Status Change Email Message. Added Serial Barcode, transfer Stock Item to Item. Fixed Change Order to have 0 total on Internal. 11/16/09 Version 6.5.147 Added Admin Sign Off by Login ID. Added Work Order capture Start Stop Times. Fixed AP sum quantities paid. Added Post to Job Cost from Work Order Module. 11/16/09 Version 6.5.147 Added Capability to have P Lines with U or A lines to follow with "PO:" in the description to auto go to the Purchase Orders. 11/16/09 Version 6.5.146 Fixed Problem with Tax At Cost. 11/15/09 Version 6.5.145 Added PROJESTABL Date to Print Head3.dbf. Added Cap Part Number Description Option. Fixed Not Enough Innventory on adding item while in Billing Mode. Added Field “PROJESTABL” added to Head3.dbf. Added Right Click on List & Status, show screen to copy to Clipboard. 11/13/09 Version 6.5.144 Added Stock Non Markup Item. Added Ask Tax At Cost on New Project. (Not suggested when linking to Accounting.) Fixed Stock Transfer between offices to allow Transfer Now. 11/08/09 Version 6.5.143 Fixed UPS WorldShip to handle multiple package count. Fixed List & Status Sort by Column Name Fixed List & Status Save Column Order. Fixed Editor Copy Records for Backwards Selection. Fixed Use Over Order Problem. Added Ask Warranty Expire Date on Status Change. 11/05/09 Version 6.5.142 Change Stock Transfer between offices to allow Transfer Now. Added Commission Net Net Report (Net Profit to company including Commission as Cost.) 11/04/09 Version 6.5.141 Fixed Credit PO to remove stock when issued. Change Credit PO to change the PO Status to '9' Added Prompt for Customer Code on add Customer. 11/03/09 Version 6.5.140 Fixed Edit GP on Project Editor. 11/02/09 Version 6.5.139 Fixed export to Timberline to truncate City after 15 Characters. Fixed Problem with status change on All Parts In for Server. Added Alternate Invoice Number path. Added Alternate PO Receiver ID Number path. 10/26/09 Version 6.5.137 Added Dynamic Screen size on Print Project. 10/21/09 Version 6.5.136 Fixed Delete Note under Job Notes. Added Seed Special Address from Customer List. 10/21/09 Version 6.5.135 Fixed Add Part to allow Description to be Edited. Added Protection to Enlarge Project. Fixed MAS90 AP export Backup Name. 10/18/09 Version 6.5.134 Fixed Un-receive PO to properly deduct from Allocation field on Inventory Screen. Fixed F11 Duplicate LCT problem. Added capability to have 8500 lines in a project, 184 Pages. Added Field in General 2 to force new projects to start in a particular set of statuses. Added Update Customer Type Cust from New Project. Added Update Customer Type Cust from Edit Project, Heading Section. Added Stock Item, New Check Box, No Ship Handle which will turn off Shipping and Handling for the item. Added New City Field to be used on Time Exp Report. Added Offset and Width fields to move the part number around on print project for 84 bit machine. 10/13/09 Version 6.5.132 Fixed problem with Toggle Print Proposal. Fixed Spawn Project to not copy Project #. Fixed Spawn Project to properly copy M Lines. Fixed Spawn Project to Copy Commission Type. Added Spawn Project Product Code. 10/13/09 Version 6.5.129 Fixed F8 Screen Data path = c:\data 10/13/09 Version 6.5.128 Fixed Mismatch Version 10/13/09 Version 6.5.127 Fixed Page Tab on Editor Heading Section. Added Check box to Print List Price on Inventory Price Sheet. Change Change order to Allow U and X lines. Fixed E-Mail Notification not to truncate Email Addresses. 10/07/09 Version 6.5.126 Added Default Landed Cost on Setup, Inventory Tab. Added PhaseType to Import Price Lists. 10/06/09 Version 6.5.125 Added Customer Lookup on List and Status. Fixed Billing item to not take inventory Negative. 10/06/09 Version 6.5.124 Fixed Problem with Edit Inventory. 10/04/09 Version 6.5.123 Change Project Editor to use lower case letters doubling the length of projects. Fixed Editor not to allow pasted lines past 99x. 10/04/09 Version 6.5.122 * Enhancement to E-Mail Notification. Fixed Storage of Industry field to be 3 letters so that Outstanding Report works by industry. 10/02/09 Version 6.5.121 Added Option in Setup to Proposal address in Ship address and put 3rd Party Billing in Proposal Address. Added On Print Invoices the ability to print hidden lines of an assembly. Added Edit/Change Cost code per Line on F8 Screen. Added Filter to Technician to hide technicians that are marked Hide on Maintain Technicians Screen. Fixed Editor Parts GP. 9/28/09 Version 6.5.120 Fixed Print Project for Proposals. Fixed Edit Type Cust on Editor. 9/28/09 Version 6.5.119 Fixed Parts GP Project Editor. Fixed Type Cust on Print Project. Fixed Re-Total to correctly tally when TE used. Fixed Total Invoices to Tally correctly on auto billing. Change Replicate Project to not set original Project PMS project. 9/25/09 Version 6.5.118 Added Enhancement to Email Notification so that you can now Pre-View Messages before sending out. 9/23/09 Version 6.5.117 Fixed PMS to not error on Generation. Added to Auto Billing and PMS the ability to only list This Months w/o Prior Months. Added Pre-Select Invoice when customer is on credit hold. 9/21/09 Version 6.5.115,116 Fixed Serial Label Question so that the Cancel Button Work. Add Change Expect Date of Hardware on POs. Added Edit Email Message before sending. Added Inactive Office. Added Single PO # option by company. 9/18/09 Version 6.5.114 Added New Filter by PO Status on Inventory On Order Report. 9/18/09 Version 6.5.113 Fixed New Project to not bring in wrong rooms. 9/18/09 Version 6.5.112 changed List & Status to not remember the Print or View report Check Boxes. Changed Delete Multipe Lines in Editor to show lines that will be deleted. Fixed Progress Billing Lines ton to be hindered by Change order Module. Fixed Replicate Project to Copy Room List. Fixed Credit Invoice for Platinum Accounting. 9/16/09 Version 6.5.111 Fixed Print Notes Added Filter by Company ID. 9/15/09 Version 6.5.110 Fixed Print Invoice to properly print Memo lines. Fixed S11 Sub Total System to clear S1 Totals As well. Fixed List & status to properly list for Tech 2. Fixed Move Project for one Status. 9/13/09 Version 6.5.109 Fixed Job Cost Detail Report to not include pending items. Add Multiple Ship Addresses to Packing List Print Screen. Change Export to UPS WorldShip to require Address 1 filled in. Added Email Proposals via Goldmine. Added Get Ship Contact from Goldmine. 9/11/09 Version 6.5.108 Fixed P Line Long Description to not have List Price. Added Product code to Shipped Not Invoice Report. Added Filter by Product code on Shipped Not Invoice Report. Added Filter by Product code on Change Status of Projects. Fixed Work Order to correctly find company for work Order. 9/9/09 Version 6.5.107 Update UPS WorldShip. Fixed Roll up Address. 9/7/09 Version 6.5.106 Change Equipment List to not print LBR lines unless "Inlcude L/C" is checked. Fixed Change Order to not Calculate Taxes on Extras. 9/2/09 Version 6.5.104 Fixed PO Export to Peachtree. * Anouncing Interface to UPS, WorldShip. 9/1/09 Version 6.5.103 change Stoctran to alway have the warehouse location w/ or w/o Role up Po on. Added "Where Purchase Order # is Blank" for Allocation Reports. 8/29/09 Version 6.5.101 Fixed Check Spelling on the Stock Long Description. Change Credit check to allow invoicing even on credit hold. Changed Work Order to fill in Complete Date if workorder is complete. 8/28/09 Version 6.5.100 Fixed Export to Accpac, Customer List. Added Eval Copy for Service Tracking. 08/26/09 Version 6.5.99 Fixed Packing List, Close out. 08/25/09 Version 6.5.98 Changed Shelf to be 20 Characters Wide. 08/22/09 Version 6.5.95/97 Added Packing List Security Point 29 to allow Setting Packing List as Shipped. Changed Stock Extended Description to put a "P" for extended description when adding the second line. Changed Packing List City State Zip to three field in peparation for new UPS Module. Added Send to Accounting from Customer List for ACCPAC. 08/18/09 Version 6.5.95/96 Fixed Extended Data. Added Product Code Percent = -1 to give you 0% markup on Projects. Fixed UPS Setup. 08/15/09 Version 6.5.94 Added Status Description to Caption Line of List & Status Report. Fixed Fixed Price with Freight. 08/14/09 Version 6.5.93 Change Labels on Sign Off system to Sales$, Markup and Labor. Added Security Point 250 which will allow Replicate Project to Function. 08/12/09 Version 6.5.92 Fixed Retainage Problem. Added Capability to Calculate Maintenance on Total Project verses Parts Costs. 08/04/09 Version 6.5.91 Fixed Problem with Pre-Order 08/04/09 Version 6.5.90 Fixed Print Reports to Use Auto Bin instead of First Bin. Fixed w/o Hours Listing on Editor Screen to properly show hours. 07/27/09 Version 6.5.87 Fixed Change Order to Print C/O # Correctly. Added the ability to send messages to other fields on Status Change. Fixed Email system to accept Commas "," as deliminator. Fixed Print Labels for non Serial Number Items. 07/27/09 Version 6.5.87 Fixed Import WOrk Orders when back COmpID. Fixed Change Order to Print C/O # Correctly. 07/23/09 Version 6.5.86 Fixed COPY an inventory item so it copies the CLASS. Fixed Use Tax to strip the formula from printing on Proposals. Added Check box on Recurring Billing (Advanced) to not use Customer SQL. Added Delete Sales Log file when Invoice is Deleted. Added Accounting Project Number on Accubuild Estimating Export. 07/21/09 Version 6.5.85 Fixed problem with second Item in Project on Receive PO with Labels. Added Work Order Labor hours to Editor. Fixed Auto Billing to not generate Labels on allocate of items. 07/15/09 Version 6.5.84 Added KeyUser to record who press the F2, 4, or 5 key. (F8 Screen.) (Structure Change) Fixed Turn off Allocation Labels when doing recuring Invoices. 07/14/09 Version 6.5.83 Added L Lines to Sales Log Report as option based on product code. Added S Line 99 (Turns on Printing after an s-1 Fixed Commission List to take into consideration Costs. Fixed Invoice Summary to show negative desposits. 07/10/09 Version 6.5.82 Fixed Peachtree Export for Detailed Export. Fixed Cartonqty problem on Billing. Added Calc Tax Sell which allows you to compute a Use tax as Sell Price. 0709/09 Version 6.5.80 Added Clear Inventory and Count by Receiver ID. Require Security Points 1 Freeze Inventory 2 Enter Inventory 3 Edit Inventory 4 Delete Entry Record 5 Post Inventory 6 Clear Entry Data 6/28/09 Version 6.5.80 Fixed Commission Report to properly capture costs. Added % profit for parts in the Project Editor. 6/28/09 Version 6.5.79 Fixed Problem with Export to Peachtree. Fixed Import Labor hours from excel file to be more flexible. Fixed List & Status Show Screen. Fixed Daily Sales Report. 6/28/09 Version 6.5.78 Fixed Problem with Replicate Project and Duplicate Project #. Changed Serial Number Tracking to use separate records for non serial number items. 6/08/09 Version 6.5.75 Fixed Approval System to properly use Security point 245. 5/14/09 Version 6.5.74 Change Serial Number system to have Log file on all Edits. Added Re-Open on Print WOrk Order System. Fixed Estimate to Complete to have correct Title and Estimate to Complete Date. Added Un-Allocate by Receiver ID. Added Transfer Office to Office Location by Receiver ID. 5/14/09 Version 6.5.73 Change Stock Adjust Report to have a comment field. Added Transfer between offices using Receiver ID. Fixed List & Status Export. Fixed F4 to Select S lines. Fixed F4 not to Select previously Invoiced S lines. Changed M Lines so they can be viewed with change Order on. 5/11/09 Version 6.5.72 Add Re-Total Sales and Vendor Purchases 5/7/09 Version 6.5.70 Added actual Cost = Editor Items Cost if actual cost = 0. 5/7/09 Version 6.5.70 Changed Editor to not Select S lines with F4 Key. Added Point and Click Edit Capability to Change Order Lines that are Pending. 5/5/09 Version 6.5.69 Added new capabilities to Equalizer. Required Update Project and Equalizer databases. You can now set the PriceType M,D,H,T, and Carton qty 1000, 500. 250, 100 when the new Cable Check box is set in Equalizer. Fixed Changes Order to not allow duplicate CO # whether auto or manual. 5/5/09 Version 6.5.68 Added Show Select and Invoiced on Editor Screen. Fixed Print Project for Customer Work Order. 5/1/09 Version 6.5.67 Added Set Fixed Price on Active Projects. Change Stoctran to be not 0 or 6. 5/1/09 Version 6.5.66 Added option to turn on Change order On Demand instead of on by Fixed Price. Added the abiliy to add addition Serial Number Location. Added Input Box on Inventory Screen, Receiver ID Label Generator. Added Debug on Import EST Excel file. Fixed problem with Invoice Summary not having Product index. 4/30/09 Version 6.5.65 Fixed Serial Number Tracking and packing list for Cable Items. Added Change order can now be turned on with Lock Project instead of Fixed Price. 4/29/09 Version 6.5.64 Fixed Set Fixed Price. 4/29/09 Version 6.5.63 Added Total Cost to Editor for Estimate at Cost Project. Change TotalCost field on ProjMast to be the Total Cost of the Project for Estimate At Cost Projects. Fixed Receiver ID Label to print a 4 diget Suffix. Added Re-Print Site Label. Added Search by Part Number on Serial Number Search Screen. 4/28/09 Version 6.5.62 Added Set Fixed Price on 0 Total. Add Default Sales Person to Customer Setup Tab. Change Inventory Product field to be 4 characters wide. Fixed F4 to properly make items QUE_ONLY on Que for Group PO. Purchase NO field set to be 25 Characters wide. (Some reports might need to be modified for width.) Fixed Change order to not allow deletion on active line. Fixed Inventory to not go postitive on Negative Billing Lines. 4/27/09 Version 6.5.61 Change Head.contact to be 35 Characters wide. Added Require date to Work Sheet. Fixed Change Order to properly print on Select Change Order. 4/24/09 Version 6.5.60 Fixed printing Change Order. Fixed Problem with Edit Check on Scheduler to Work Order. Fixed Problem with creating a work order in Wrong Company. Added Edit Manufacturer's Barcode to Serial Item Screen. 4/22/09 Version 6.5.59 Added Clear Previous Projects and Purchase Orders. Fixed work sheet Summary page. 4/20/09 Version 6.5.58 * Added Site Label Generation Module. 4/14/09 Version 6.5.57 Fixed Problem with Shift F5 (Un-order) 4/14/09 Version 6.5.55 Fixed Change Order to put "Approved" in Status Field. Change Change Order Item Report Layout. Added Sort by Column Name on List & Status. Fixed Un-Order in Deducated PO, items will go to Over order. 4/12/09 Version 6.5.54 Added GL Export for QuickBooks E Lines. Added Serial Label Generation from Inventory Screen. 4/10/09 Version 6.5.53 Fixed View PO from Project to see correct Purchase Order. Fixed View Change Order to Exclude Freight from Change Order Amount. 4/10/09 Version 6.5.52 Fixed problem with Job Cost Posting. 4/06/09 Version 6.5.51 Fixed Average Cost Calculation Receive PO. Fixed Shipping and Handling Calculation on E Lines. * New Work Order Print Capability. 4/06/09 Version 6.5.49 Change Inventory to PO prompt to prompt on 0 cost as well as other differences. Fixed Serial Number Tracking to not respond to negative qtys on PO. 3/31/09 Version 6.5.48 Fixed Problem of $0 Item Cost Billing Item going to AccPAC Fixed Allocation of Billing Items be cost going to Job Cost. 3/26/09 Version 6.5.47 Fixed Work Sheet. Change Room List and Book Mark to work better. 3/26/09 Version 6.5.46 Fixed Login Problem. 3/26/09 Version 6.5.45 Fixed Print Invoice Summary Report. Fixed Print Work Sheet to have Tech 2 and 3 Visible. Fixed Internal Change Order to properly be accepted. Added Mouse Wheel Capability to Project Editor, Left Column. 3/23/09 Version 6.5.42 * Preliminary work on Print Proposals with Images. 3/21/09 Version 6.5.41 Fixed List & Status to have Project Manager Drop Down filled in on Non Enhanced Security. Fixed Credit Memo to go to Mas90. Fixed Invoice to Accpac to go CM on 0$ Invoice but credit Costs. Added Expected Finish Date Requirement on Change Status. Added Ability to store Scrope of Work on Project Editor Menu Screen. (Securiy Point 28 to Create/Edit/Delete.) 3/18/09 Version 6.5.40 Added a Date In before field on Top Menu, Task, Project, Status Change. Fixed Print Project where Project Manager name were showing up in Print Project. Fixed replicate Project to copy Type Cust field. Fixed Delete Invoice to properly delete invsumry.dbf and invsumyr.dbf. 3/18/09 Version 6.5.39 Added Crystal Price List Report (Put Report in List Tab, Inventory Status / Value Reports) Added Check box to Setup, Edit Freight fields after Change Order. Fixed Vendor Export to Quickbooks. Fixed Recal to not change prices on lines that have been invoice.d Fixed US_Canada to set seed Landed Cost. Changed Price List update to do update if the dates are the same. 3/17/09 Version 6.5.38 Fixed Problem with Replicate / Copy Project and Recurring Billing Projects. 3/10/09 Version 6.5.37 Fixed Replicate Project with Change order. Added Date / Time stamp to Invoice Summary and Inventory Status Value Reports. Added Crystal Inventory Minimum Report.rpt (Put Report in List Tab, Inventory Status / Value Reports) 3/10/09 Version 6.5.36 Fixed Expected Receive Date to Print Project, added new field Required Date. 3/4/09 Version 6.5.34a Fixed problem with List & Status. 3/4/09 Version 6.5.34 Fixed Change Order to allow Editing of New Lines when Pre-Order Invoice active. Fixed Invoice system to properly credit job cost when Invoice is Terminated. 3/1/09 Version 6.5.32 Fixed Deposit so to not create Shipping and Handling. 2/25/09 Version 6.5.30/31 Fixed Billing Code problem on List & Status. Added Deposit Part Number so deposits will show on Invoice Summary as separate Column. Added Auto Status Change on F12 (Order Ok) Key. Added Auto Status Change on Change Order Approved. 2/20/09 Version 6.5.29 Fixed problem with printing Auto Change Orders. Fixed problem with Project Editor Dropping lines at bottom of Editor. Fixed problem with Mas90 AP change date so that Correct Due Date or Discount Date appear. Fixed problem of Un-Receive Po. 2/19/09 Version 6.5.28 Added Check Box to make All Taxes follow "Ask Tax Retail, Cost, None" Check box. Added Check box to exclude "Cost" as an option. 2/18/09 Version 6.5.27 Added support for sending Zero Dallar Invoice to ACCPAC. 2/18/09 Version 6.5.26 Fixed Problem with Change Order adding Non Change Order Lines. Fixed Problem with Enhanced Security to Restrict allocation on F2 while Invoicing. Fixed Check box to not Allocate on F3 (Invoice Key). 2/17/09 Version 6.5.25 Added Print Change Order with Taxes and Shipping. Fixed the S Line FQTY field is in the THISFQTY field. 2/16/09 Version 6.5.24 Added New Transaction type for Mas90. Fixed Daily Sales Log Report. 2/13/09 Version 6.5.23 Fixed Order by for Room List. Added Back Fill capability to Room List system using F8 Screen. Added Clear Button to change a room ID back to blank. Only on M or A lines. Added the S Line FQTY field is in the THISFQTY field. Added Filter By Room with Taxes and Shipping and Printing capabilities. 2/13/09 Version 6.5.22 Added Pre-Order Capability so that you can see items that will be ordered in the near future. 2/10/09 Version 6.5.21 Fixed Dispatch Create Sub Number Fixed C/O Auto Number 2/10/09 Version 6.5.19 Fixed PRINTPART for Equipment List. 2/6/09 Version 6.5.18 * Change Order Control Module Added Print Label to Vendor Screen and Print Purchase orders. Added Base Crystal Report Path (Now for multiple offices, you only need to copy the special office reports to sub print directories.) Added additional Indexes to xxxfilbds. 2/6/09 Version 6.5.17 Separated PM1 and PM2 from Non Auto Hours Field. Field Tab Key on GP field. Fixed printing Proposal w/o Manufacturer and Part number to print the Qty. Fixed PrintPart on Work Sheet. Added Change Labor for the Entire Project on the Re-Cal Screen. 2/2/09 Version 6.5.15-16 Add Billing Item which will only print the Description and Extended Amount. (Ideal for hardware progress billing.) Change Default to not print the auto estimate labor hours on work sheet. There is a check box to turn this back on. Added S=11 feature so that Markup Items can follow the S11 Sub Total instead of Project Sub Totals. Put "S11" at the end of the Part number. Fixed problem with MAS90 AP Export so that Freight is not included in the Sub to Discount Field. 1/29/09 Version 6.5.14 Added Delete Receiver ID on Edit Serial Number Edit Screen. Fixed printing Job Cost Detail Report. 1/27/09 Version 6.5.13 * Room Estimating System. Added Sub Total S=11 Line which will function like a S=0 but Clear/reset to 0 after use. Added Check Box on Print Proposal "Use Editor Totals". (Currently, the system does a Re-Total as the system is printing. This Stops this Functon. 1/27/09 Version 6.5.12 Enhanced Service Tracking Module to work with multiple offices. * Added Open Purchase Order Credit Reports. 1/25/09 Version 6.5.11 Added Equipment List Copies Capability Fixed Problem with displaying the correct Salesperson on last screen. You still have to press Edit Project and then heading section to make changes to the salesperson. 1/22/09 Version 6.5.10 Added Property ID Set project Capability. Added Check for conflict of posting on Web Time Card System. 1/22/09 Version 6.5.9 Fixed problem with Dispatch to Web Time Card System for 12:45PM Posting. 1/21/09 Version 6.5.8 Added to assembly System the ability to have differen Switch option sub Assembly Options. 1/15/09 Version 6.5.7 Fixed Problem with E Line after GSA line. 1/15/09 Version 6.5.6 Fixed problem with Quickbooks Export. Added Forward capabiliy to Activity Notification Screen so you can send the message to another person. 1/14/09 Version 6.5.5 Added check box to Setup Inventory Tab to force Project Editor Item Description to PO Items Description. 1/13/09 Version 6.5.4 Added Send all Refresh to Work Order Dispatch Screen. Added Supervisor Delete Password and Delete capability to Work Order. Updated work Order to have Supervisory Delete Capability w/password. ver. 1.1.7 1/12/09 Version 6.5.3 Fixed Customer List Ship Credit Card to New Project. 1/10/09 Version 6.5.2 Add Markup Item at Cost with special Tax and Markup Item at Cost 1/7/09 Version 6.5.1 Auto Estimating can now be turned on by Product Code. 1/1/09 Version 6.5.0 Added 9 more commission rates to Commission System. Added AccPac Alternate JE (Journal Entry Code). 12/31/08 Version 6.4.91 Added BackEmail Capability to Work order. Fixed Alternate Check PO check box to remember last settings. New drop down on General 2, “Default Appoint Hrs” will let you set the default number of Hours on Tech Scheduler. New Enhancement do DMM. YOu can how move the Doc View screen off to the side and work back in Project Editor. 12/29/08 Version 6.4.90 Fixed Wow Report Actual Cost GP. Fixed Invoice Summary Crystal Reports. Change Dispatch to use From Email and send User ID and Password. 12/28/08 Version 6.4.89 Add Support for /CR=11.5 Fixed problem with F6 Shop by Manufacturer Plus Description. Fixed problem with Scheduler not showing any records. 12/25/08 Version 6.4.88 Add Support for Crystal 11.5 12/21/08 Version 6.4.87 Add Partial Un-Receive Po. 12/18/08 Version 6.4.86 Fixed change Customer to clear Project Email Address. 12/18/08 Version 6.4.85 Fixed problem with Editor. Added checked to turn off printing of Serial Number Labels. 12/14/08 Version 6.4.84 Added separate check boxes to Tax E and P Lines. 12/10/08 Version 6.4.82 Added "To PO" check box that sends the Project Output field (With Accounting System Project Number) to the Purchase Order on Dedicated POs. 12/07/08 Version 6.4.80 Added to Work Order the ability to originate an Order in the field. 12/07/08 Version 6.4.78-9 Added Reprint Work order. Added Sort Tech on MSM Setup Screen. Added Alternate PM and Notify. Added Search by Notify to List & Status. Added Prevent Receiving above subcontractor amount. Fixed Receive on Shpipped not Invoiced. Fixed Salesman Export for Quickbooks 12/04/08 Version 6.4.77 Fixed Problem of Transfer not reducing Instock qty when serial item was received on Stock PO. 12/02/08 Version 6.4.76 Fixed Dispatch / Workorder to handle Paragraphs in Memo fields. 12/01/08 Version 6.4.75 Added Vendor Accounting ID to Head.dbf (Title field) when printing Purchase Order Change Custom Work Order to not print detail items on print. Added capability to have multiple markup items separated by "," Fixed Shipped not Invoiced and Drop Ship. 11/30/08 Version 6.4.74 Added Separate Office Capability to Dispatch and Scheduler. 11/26/08 Version 6.4.73 Fixed Actual Cost going to accounting if the cost is 0. 11/25/08 Version 6.4.72 Fixed Web Time Expense report to show sigh off. Added option to update Lastcost/AvCost on Edit Po Cost field. Fixed Auto Billing to not bring up Extended Contract Screen. Fixed problem with setting Fixed price and ending up with 0. Fixed Recalculate Cost to not get update when item is purchased. Added Customer Export to QB when sending purchase orders. Added Qty field to field form when print worksheet on subcontractor lines. Fixed Crystal Invoice Summary Report Taxes. Fixed Replicate to not copy Salesman, Project Manager and Notifyee. Fixed problem with Ship Not invoice and Billing. 11/24/08 Version 6.4.71 Fixed problem with Import Labor hours. Added Project Total to Status Log Report. 11/20/08 Version 6.4.69/70 Added Tech Report to Project Editor that is fed by Work Order or Web Time Card Sytstem. * Release of Work order. 11/07/08 Version 6.4.68 Added Status Phrase for Post Modern Fixed problem with Sort by Part Number. 11/03/08 Version 6.4.67 Fixed Description on Shipped not Invoiced Report. Fixed problem with Print Allocation Labels. Added Stocktran Delete Record Capability. Added New Capability X-No Labels, P-Prompt for Qty of Labels. 10/24/08 Version 6.4.66 Added Suppress "Continue Next Page..." Check Box. Added ability to add serial number to items that were skipped. change structure change towards new work order module. 10/23/08 Version 6.4.65 Added Allow Billing but Complain about not having Serial Numbers. Fixed problem with M line so that you can not select another line. 10/22/08 Version 6.4.64 Fixed problem with Memo lines in multiple offices. 10/21/08 Version 6.4.63 Fixed problem with Re-Size, overwrite m lines. Added No Labels on Drop Ship. 10/15/08 Version 6.4.61 Finished Serial Number Tracking Phase 2 Added Check box to allow Invoicing when serial numbers have not been record. Added Check box to not transfer allocation when transfering Serial Numbers between projects. 10/03/08 Version 6.4.59 Change Sercurity Point 125 to 22 for Editing Serial Number Y/N field in Inventory Screen. Fixed problem with Receive PO and Ship Not Invoice Active. Finished Serial Number Tracking Phase 2 Added Check box to allow Invoicing when serial numbers have not been record. Added Check box to not transfer allocation when transfering Serial Numbers between projects. 10/03/08 Version 6.4.59 Added No MP (Manufacturer Price List) update on individual items. Added check box on MP to remove non asci characters. Added check box to setup to send the Accounting System ID to the Print Invoice. Change Editor not to do Refresh. Top and Bottom Buttons are active. The system also remembers the last line where it was on refresh. Added 5 more Notification Statuses. 09/27/08 Version 6.4.58 Change Post Moder Work Order to use 3 or 9 Font for Barcode. Added more debug info around spelling. Fixed problem with Shift F6 (Pay) to not loop. Fixed Print Work Order to not Print LBR or C hours. 09/14/08 Version 6.4.56/57 Added "Require Vendor Accounting Code" when doing purchasing. Added Support for AccPac 5.5 (AR) Fixed Editor to not recognize War Parts and War Labor. Fixed Problem of Indutry field not showing up when doing Replicate Project. Added PO Log to PO Editor. Added PO Verify Price Status Capability. (Requires status to manually be change to "1" to be able receive.) Fixed problem with link to Timberline. 09/05/08 Version 6.4.55 Fixed problem with Change PO Date when not using Role Up PO for multiple companies. Fixed Problem wih Credit to Job Cost and Timberline. Added Post Delta to Job Cost on Purchase Order Change Unit Cost. 09/03/08 Version 6.4.54 Added Use E Line GL on Purchased Lines instead of P Line GL Fixed problem of NONE going to MAS90 on a Credit. 09/01/08 Version 6.4.53 Fixed Problem with Export to MAS90 GL on Inventory Transfer. Fixed the problem of opening more than 10 purchase orders with the editor. 08/26/08 Version 6.4.51,52 Added PO Capability: For "P" Line, in Projects, if you put "PO:" in the Editor Description, this Project part description will go to the PO on the part description. (Dedicated POs only.) Fixed problem with Receiving Report Printing blank. 08/21/08 Version 6.4.50 Fixed problem with Receive PO. Fixed Invoice of Partial QTY with Partial Serial Numbers. 08/21/08 Version 6.4.49 Fixed problem with partial ship qty and partial Invoice qty and serial number. 08/19/08 Version 6.4.48 Added Check box to allow Overright of Vendor Code and ID on import of Price Lists. Fixed Problem with Check Activity of Estimating Only System. 08/11/08 Version 6.4.47 Added AccuBuild Accounting System Export. 08/06/08 Version 6.4.46 Fixed Crystal Report PO.rpt for A/M Lines. Fixed PO Terms in PO Editor and New PO screen. 08/05/08 Version 6.4.45 Added Customer Name to Quickbooks Purchase Order Export. * Added Room Estimating System with Print by Room. 08/01/08 Version 6.4.44 Fixed problem with Email Notification on Allocation. (Sales person have to be identified under Setup Security.) Removed un-used indexes from stoctran. Added new Check box to print Detail Items on packing list when the normal is to have off. 07/30/08 Version 6.4.43 Fixed Receiving Report to print correctly. 07/30/08 Version 6.4.42 Fixed Security and Editor to allow User to enter cost by not see sell price of an item in the project editor (195). Fixed problem with starting a new copy of DMM. Fixed PO to print the Memo field correctly. 07/27/08 Version 6.4.41 Added link between Category in the Equalize to Cost Code in Inventory Item. Added Lookup Button on Extended Data, Billing Tab to bring the customer and Ship to into the Billing Address. Added Check box to Merge Customers so the system will not overwrite customer name, contact. 07/23/08 Version 6.4.40 Removed Reset buttons from Editor. Added error trapping on exit of Customer List Screen. 07/23/08 Version 6.4.38,40 Added Item to the Quickbooks Purchase Order Export. Fixed Terms Export to Quickbook to have the terms. 07/12/08 Version 6.4.36 Added the field Model to Project and the Equalizer. Added Update Tax Code to Projects. 07/11/08 Version 6.4.35 Fixed problem with printing Purchase Orders. 07/01/08 Version 6.4.34 Added Sort by Part Number for Ordering Purposes. Added when printing service tickets, the system will merge in the Billing Address or Billing Code Address. Added Update MilesRate to Web Based Time Card Interface Config File. Fixed problem with Packing Lists for quantity of .06. Added Security Point 18 to "Change Status of a Project on View Project". 07/01/08 Version 6.4.33 Fixed problem with Serial Number not setting Inventory Items as to Track Serial #s. Fixed Packing list for E lines. 06/30/08 Version 6.4.32 Added Next Number feature to the Project Re-Number. Added Edit Project History to Edit Project windows to bring up Previous 10 Projects/POs. 06/25/08 Version 6.4.31 Added the ability to Filter the Parts Look up Screen to only show Instock Items. Added new Sub Total feature "-11" which will turn off printing or the QTY, Funit and Extended Prices until the next sub total or end of project. Added Maximum Approval Limit feature. 06/25/08 Version 6.4.30 Fixed Print Project A Lines 06/25/08 Version 6.4.29 Added the ability to print the Customer Extras as Site Notes on Service Tickets. Added Ignor PSA Import Rules on Import Price Lists. Added "/NO_COLLATE" to report name to tell crystal reports to collate pages on printing. Fixed problem of edit project from activity screen after editing a PO. 06/10/08 Version 6.4.28 Added Picking Report via Crystal Reports. Added Skip to Require Serial Number on Packing List. Added Allow to Preview Quote when not Approved. Fixed some minor issues with DMM. 05/29/08 Version 6.4.27 Fixed problem with Replicate Project and Multiple M lines in a Project. 05/28/08 Version 6.4.26 Fixed problem with AP module when you have cartons. 05/26/08 Version 6.4.25 Added ability to have multiple invoice print forms by office in crystal. Use the field "Invoice Print Form" on the Multiple Company Setup screen to set the Crystal Invoice Report Form. Added Copy Customer Button to Customer List Screen. Added Creat-Edit / User-Date to Filbd.dbf on Print Project. Added Fixed Time Stamp. Added Required Suffix Capability. Added Plus Suffix Addition Capability. Added Total Project Sign Off Requirement, Security Point 245. Added Total Project Margin Sign Off Requirement, Security Point 241. Fixed problem with SubAssembly with the calling Item did not have the correct QTY. 05/13/08 Version 6.4.22/23 Fixed problem with View PO and Security Point 189. Added "/CR=11" to report name to switch between Crystal 8.5/9.0/10.0 and 11.0 when you need to use 11 for some reports. Added "Make Deposit Payment" to AP Interface. Fixed problem with Partial Ship and Partial Invoice. Added Check box to Print, Equipment list to List Serial Numbers. Added Check box in Setup Billing 2, to List Serial Numbers on Invoices. Fixed problem with Re-Number Projects with M Lines. Fixed ReNumber to handle DMM. Added Added Project # to Kall Scheduler. 05/01/08 Version 6.4.21 Fixed problem with Loading DLLs for DMM. 04/29/08 Version 6.4.20 Added "Active" to Web Tech Update. Fixed problem with Edit of Inventory on second screen fields. 04/29/08 Version 6.4.19 Added The amount of a Deposit Invoice will now be added to the Deposit field under F9 Setup and also reflected on List & Status Wip, Deposit field. Added the ability to filter the Inventory On Order / Allocated / Sold Report by Project Status. Fixed Lock Project so you can view Memo Lines. Added View PO to Purchase Menu, Security Point 189. Added "Confidential and Proprietary Information Statement and Agreement" to the Login Screen of Dove Net. Added Scan Document to DMM. 04/17/08 Version 6.4.18 Added "Class" as sort field on List & Status. Added StatusComment to Wip Report. Change DMM on the Naming Screen so that the full path to the files under the Hierarchy is not show. 04/09/08 Version 6.4.17 Fixed problem with Tech Notes and Crystal. Added Default Credit Status under Customer Setup tab. Added Search by Contact Name on List & Status. Fixed Enhanced Contract to have Button. Fixed WOW Report. 03/31/08 Version 6.4.16 Fixed problem with Packing List Re-Print. 03/29/08 Version 6.4.15 Fixed problem with status change where the user is receiving a variant error. Fixed F5 from Editor screen so that it does not then allow Edit of Items. Change "Distributor" Button to read "Add Manufacturers" on Vendor Screen. 03/27/08 Version 6.4.14 Added * Serial Number Tracking Module for Packing Lists and Invoicing 03/21/08 Version 6.4.12 Added Color Orange for Order Request. Fixed problem of Freight/Delivery/Pickup being doubled when going into billing mode. 03/14/08 Version 6.4.11 Fixed Auto Billing Module to used correct previous billed date. Fixed Re-Calculation tool to properly calculate hours for either Contract Cost Year to Date or 365 Days to Now. Change Billing Complete date to advances to today's date with you do and invoice. This is turned off if you check the check box on setup Billing 2 or if you require a complete date on changing the project status to Billing to date. Added Reset Screen Setting button on the Login Screen go clear the C:\Windows\Projsys.ini. 03/14/08 Version 6.4.9 Fixed problem of double costs of goods going to peachtree. 03/12/08 Version 6.4.8 Fixed Problem with update System and SerTrack.dbf. 03/12/08 Version 6.4.7 Fixed Problem with Printing where characters after a "#' do not print. 03/11/08 Version 6.4.6 Added Purchase Order to Search by Project #. 03/09/08 Version 6.4.5 Added option to to ask to re-total or Not on exit of a Project so that you can quickly leave a long Project if you have not made any finacial changes to that project. Create Project can now Notify users as is setup on Setup, General 3. Notity System can have different Notifyees by office. Added Auto Markup Line based on Total Cost or Total Parts Cost. Format Part# Description: #TC:x% or #PC:x% 03/05/08 Version 6.4.4 Added more capabilities to Service History Report. (No Index and item Cost, Funit, Fextend) 03/04/08 Version 6.4.3 Fixed problem with printing Web Time Supervisor Sign Off. Added Search by Project Number on New project Screen. 03/04/08 Version 6.4.2 Fixed problem with printing Web Time Reports inside Project. 03/02/08 Version 6.4.1 Fixed problem with Quickbooks PO Export sending State and zip twice. Fixed problem with Generating Invoices Auto Status Change. Added Template Security field for DMM security. Added ability to get all filbd records for whatever projects you select. Use WIP.dbf for the list for Projects and Details.dbf for filbd records. 02/27/08 Version 6.4.0 Fixed Export to Timberline. Added "Link Service to Project / Contract". Added ADO limitcopy function to protect against long data. Added Tech Notes to Web Time Posting System. 02/18/08 Version 6.3.85 Fixed Wow Report. Fixed List and Status Reporting. 02/18/08 Version 6.3.84 Added 6th Alrternate Number Sequences. Added * PMS as part of Auto Billing record. Added Extra 5, 6 and Deposit Fields to Project Editor. Moved Last Auto Billing and PMS to PROJMAST.dbf. Added 4 Comment fields to Auto Billing Setup Screen. Added Recover Activity Notifications for x days back. Added * Service History Detail Report for a Service Contract. 02/06/08 Version 6.3.83 Fixed Problem with Access Violation on Technician Scheduler. 02/06/08 Version 6.3.82 Added a Check box to have the Project Costs follow the Billing Data Range. Fixed Estimate to Complete Date Range. 02/05/08 Version 6.3.81 Fixed problem with Labor hours being too high for Invoice Summary. Fixed problem with Group Message Button not being visible. 02/04/08 Version 6.3.80 Added Separate security points for F2 key, f4, key and f5 key. (14,15,16 respectively) Added Project Auto Discount feature, where you can declare a Discount part # with ":" and "%" and the system will subtrack that discount from the Project Total. List Price override feature can now be turned off by office. Turn Color feature off on the tech Scheduler. You can turn it back on by checking the "use Colors" check box on the set color screen. If you are not getting the Access Fixed problem with DMM when you delete a project and re-add the Project with the same #. Change Security on DMM to have Edit / View /Delete types. Fixed problem with C line to correct calculate edited c line info. Added "Add" button to Item Class on Inventory Screen. 01/23/08 Version 6.3.79 Fixed Date query on Sales Log Report. 01/22/08 Version 6.3.78 Fixed problems with Direct Job Cost Post to Service Module. Lines 2,3,4. Fixed problem with Open Editor locking up. 01/21/08 Version 6.3.77 Add * Direct Job Cost Post to Service Module. Add * Tech Jotes Capabilities. Changed Do Not Role up PO lihes (check box, po tab) to force the system to not sum items qtys on a po. 01/15/08 Version 6.3.76 Fixed problem with Salesman Length to Quickbooks. Fixed Problem of going from Paying a PO to opening a Project. Fixed Editor issues duplicating records on screen. 01/15/08 Version 6.3.75 Fixed problem with Auto Billing System Record Lock Error. Added When Quick Reports is used on Lists and status, the Quick Report Name is added to title. 01/13/08 Version 6.3.74 Added Import Tool for Maintenance Contract Excel WorkSheet. 01/10/08 Version 6.3.72 Fixed Vendor File fields to support MAS90 Long GL Codes. Fixed S -1 to function when you turn off Show Sub Totals. 01/06/08 Version 6.3.71 Added Crystal Missed Expectation Date. Fixed Editor LCT 01/06/08 Version 6.3.70 Make Changes to Estimate to Complete. 01/02/08 Version 6.3.69 Added Support for MAS90 4.2-3.7 Credit Memo Added * DUKANE to EST PO Export Module. Fixed Problem of Duplicate Part Numbers in EST Po Export System. Added ability to put Customer ID on Invoice in Code Field. Added * New Estimate to Complete Module: Added "Allow All Reps to 100%" on Multiple Salesreps. (This will allow you to make a PM a sales Person and track sales by PM but this will overstate Commission report on Biling Menu.) Added * The To Shop / Fabrication System Added * In Transit Transfer Inventory Added * Retainage Module 12/27/07 Version 6.3.67 Added TaxCode Export for MAS90 Vendors. Position 281 for 9 Fixed Problem of Editor messing up lines when you are in Left Column. Added new check box "Turn Off Beeps" in Project Editor. This will silence all beeps in Project Editor. Added * New Module: "Shipped but Not Invoiced" When generated packing lists, the allocated inventory can be move to a different inventory status so it does not overstate the Allocated inventory. Allocated Inventory is change to Shipped not Invoiced with a separate report. Added Enter key functionality on Assembly Qty Fields. Added "Clear Shipped Not Invoiced" on Clear Allocated for Dead or Complete Projects. 12/11/07 Version 6.3.66 Fixed Wow Report to not error in December. Fixed List & Status to not change Columns on refresh. Fixed Problem of showing all Items on Receive PO. 12/06/07 Version 6.3.65 Added Alternate Port for Pop Server and Mobile Service manager. Added new check box where you can tell the editor not to sum the Quantities on Purchase orders. Added the ability to store multiple ship addresses to Project to be used with Packing lists. (Job Notes.) Added Project information to AP Pay Voucher Screen to help determine the GL Codes. 12/05/07 Version 6.3.64 Added View Vendor button to AP interface. Fixed problem with List and Status search by Project Manager with Enhanced Security. Fixed problem with copy record and Enhanced Security. 12/01/07 Version 6.3.63 Added the deposit capability so that Deposit will show up on the Wip/wpay Report. Added On the Deposit Invoice the Invoice Descrition "INVCDESC" witll have a forced description of "DEPOSIT-INV" followd by the rest of the Project Tittle. Added The absolute value has been removed from the payments on the wip report. Added Allocated but not invoices now picks up actual cost. Added "Inventory Average Cost to Job Cst" Added When doing an Un-Allocation, the system will now use the Actual Cost. Fixed Extras to not add to biling if alreay billed. 12/01/07 Version 6.3.62 Fixed problem with password prompt on Warehouse Transfer. 11/29/07 Version 6.3.61 Fixed Inventory Transaction Reporting. Fixed Pre-Select based on Shipping. 11/28/07 Version 6.3.60 Added * Contract Project ID to Message area of Editor. (Top Right) Fixed Add Project to DMM to re-find after first add. Fixed Un-Receive after Billing. 11/12/07 Version 6.3.59 * DMM Document Manager Module. 11/22/07 Version 6.3.58 Added Export Tax to Peachtree for GST Canada. 11/21/07 Version 6.3.57 Fixed Email Notification for "E" lines. Fixed so that P-LBR lines are not taxed if the Taxable Check box is un-checked. Added P-LBR Lines with ":-" in the description will now follow Auto Estimating Labor like L or C lines. 11/12/07 Version 6.3.55 * Add Labor Break / Cost Code Down to Print Project and List & Status. Changes to Contract Manager. Started Property ID System. Added PME Ship Date and AWB setting on Status 7 11/04/07 Version 6.3.54 Added Column Sort to Activity List Screen. Added Send Project # to Billing Invoice Enter fields. Separated Edit Inventory Security Point 224 from Transfer Stock between Offices 176. Fixed problem with selecting items in Invoice Mode with Pre-Select Feature turned on. Fixed Job Cost Summary Report. 10/29/07 Version 6.3.53 Fixed problem with Long Status Descriptions. Added tool to fix Long status descriptions. Go To Task, Project, Re-number, select Move Project for one Status and press the Re-fresh button. Fixed WOW Report on error on new field:expfindate. 10/26/07 Version 6.3.52 Added new field to projmast expfindate (Expected Finish Date - When the Project will be completed) Added Head2 to packing Lists. 10/26/07 Version 6.3.50 * Added Distributor Functionality 10/25/07 Version 6.3.49 Added Require PO Number when project or Service Moved into Active Status. Moved Require PO Date Check Box From PO tab to Editor Tab. Added Update Status Descriptons under Task, Project, Change Status. Fixed Export Phase List to Web time Card System. 10/20/07 Version 6.3.48 Fixed problem with List & Status when using All Projects. 10/19/07 Version 6.3.47 Change Import Price list to correctly input Literal Vendor. Fixed Terms to use Alternate Terms for MAS90. 10/17/07 Version 6.3.46 Fixed Problem with Project Editor Lossing a Line on Maximize Screen. Add SetNetFileDir to data folder and NETFILEDIR Parameter Fixed Inventory Price List with Standard Cost Active. 10/10/07 Version 6.3.45 Add Crystal Version of Job Cost Report. 10/8/07 Version 6.3.44 Added Import Tax Code from MAS90. Fixed AP interface to use the correct payterms for mas90. Added Sort By Technican or Phase to Job Cost Detail Report Added M Lines to Transfer Project. Fixed Problem with Allocation and Partial Not-Invoice Qty. Fixed Problem with Packing Lists and Partial Not-Invoice Qty. 9/24/07 Version 6.3.42 Fixed Problem with Opening Technician Scheduler. 9/24/07 Version 6.3.41 Added Credit Email List to Notification System. Fixed problem with multiple Inventory Edits to not be prompted on the second edit screen. Fixed problem with ProjMast not having Order by field filled in. 9/23/07 Version 6.3.40 Add Product Code Filter to Move Project. 9/19/07 Version 6.3.37c Fixed problem with pre-invoice select and un-Invoiced Items. 9/19/07 Version 6.3.38 Added * web Calendar per Techs. Added Color technician's name on the Windows Technicians Scheduler with the ability to set the color / tech. Added Full Technicians Names on the Windows Technicians Scheduler. Added Purge Capability but this is defaulted off. Added Pending Timberline Status on Print but sends to Tinberline on View with Answer = Yes. Fixed WOW Report 9/14/07 Version 6.3.37 Added Diable Change Password. Added Update Sate to Parts List Screen. Added Accounting ID search on Customer LIst and New Project. Added AP Interface for MAS90/200 Set default for Crystal Report Equipment Detail to LS_EquipmentDetail.rpt 9/4/07 Version 6.3.36 Add import Costs from Quickboosk 2007 (Labor and Misc. Costs) 8/29/07 Version 6.3.34 Added Use Tax Report Capability Fixed Accounting System Export to various Accounting Systems. Added Vendor Lookup in the Equalizer 8/28/07 Version 6.3.33 Added Do not send to Accounting on Deposit Added Send Hidden Assembly Lines to Invoice. Added O,X Lines now go to accounting as "L" Lines. Fixed Problem with Duplicate Records in projmst2.dbf 8/23/07 Version 6.3.31 Fixed a Few Crystal Reports Added Allocated date to Allocated not Shipped Report. Added feature to not deduct from vacation for Holiday pay. 8/22/07 Version 6.3.30x Change Re-Order to ask to use Default Vendor or select Alternate Vendor. Added stock Locations to Import Price Lists. The ability to update multiple offices when running import price lists. Added Auto SQL Update. Added Inactive Vendor to system so that PO cannot be generated on a Vendor that is marked Inactive. Added "A" to print program for Service Messages. Added new fields to Projmast.dbf STATUSDESC (25) the literal version of a Project Status. STATUSCOMM (40) used for user comments on a Project. CONTRACTTP (10) Contract type Used for the new Contract Pricing Module. PROJESTABL (date) Project Established Date. PROPERTYID (40) Property ID is used to identify a Property and the amount of business done against at that property. DATEBILLED (old but used) indicates the date of the last invoice generated against a project. TROUBLES (integer) a service field recording the number of trouble lights lit up on a fire panel. CITY (30) indicates the city of the Project. 8/1/07 Version 6.3.29 Fixed Shift F5 to Delete Item on PO. Fixed Average Cost Problem. 7/30/07 Version 6.3.28 Added Goldmine Sync Option w/o Opportunity. Changed E-Line Costs to not automatically go to Job Cost. (Option to turn on is available in setup.) Added Flush buffers to Status Change. Added No Sort on Job Cost Phases on Data Entry Screen. Changed System to get Item description on Po Receive Notification from Po stead of Stock. Added NonProgress Field to filbd.dbf on printing, Added No Update of Inventory Cost/Avcost when receive against Dedicated PO Only. 7/24/07 Version 6.3.27 Change Transfer Stock Report to Close Transfer before printing. 7/16/07 Version 6.3.26 Added new fields to Contract.dbf and modified reports. Added New Instock vs Usage Report. Added Multiple Offices to Work Order System. Added 2-letter suffix to Status Barcode Scan. Added trap code to ACCPAC PAYMENT on Date field. Fixed problem with Un-Receive PO. 6/06/07 Version 6.3.25b Fixed Title on Allocated Not Invoice Reports. Fixed problem of copy / Paste of C Lines to remember Hours correctly. Added ON Re-Ordering item, you must select an Alternate Vendor. 6/06/07 Version 6.3.25 Added Creator Name to Edit Invoice. Added Error Message on out of BDE Files. Added Project # and Stocktrack to Receive Report. Added Shift F2 will clear OK to Order. 6/03/07 Version 6.3.24 Added Inactive Vendor (read) adds other inactive functionality. Added Alternate E Mail to PO and Invoices (to supersede not having an email) Must use crystal 9 10 0r 11. Added Timberline will check for Open Timberline project. Fail on Closed Timberline Project. Change Email PO and Invoice to make the PDF file name equal to the PO # or Invoice # .pdf. Fixed the problem of a valid Project # getting deleted on Abandon Project. Added additional Capabilities to Transfer Stock System include, Edit of Quantities before Receive, Print Receive Report on Receive, List Previous Transfers including Details reports. Add color field to PRTECH.dbf in preparation of Colored Technicians ID on Technician Scheduler. 5/18/07 Version 6.3.23 Fixed Service Make, Model, Op. Hrs, Drum Hrs, Tape Hrs Added Select Left of Screen on Editor. 5/23/07 Version 6.3.22 Fixed new Import Hours to Job Cost Format: Date,Job,ExternalTech,Category,JobType,Hours,Cost 5/20/07 Version 6.3.21 Added OnEnterTransApplyCost check box to update Last / average Cost. Change Station Count System to allow for more than one copy of Project open at same time on single stations. Fixed Sub Assembly to user Sub Assembly Qty Added new Import Hours to Job Cost Format: Date,Job,ExternalTech,Category,JobType,Hours,Cost If you leave cost out, the system will use cost from the technician setup screen. 5/18/07 Version 6.3.20 Added Service Make, Model, Op. Hrs, Drum Hrs, Tape Hrs 5/17/07 Version 6.3.19 Fixed Problem with Full qty being credit back to Stock when cancel Quick Sales invoice. Fixed System to not allow U lines to get on Invoices. Fixed Editor Access Violation problem. 5/16/07 Version 6.3.18 Fixed Cancel button on Vendor List. Added Debug Code on Open Allocation Tab of Inventory Screen. Added List Button for Corporate List & Status Reports. Added Product Code to Inventory Value Report. Fixed Print Sub Total Only on NON Proposal Printing. 5/10/07 Version 6.3.17 Fixed Problem with Record Locking on Assembly Screen. 5/9/07 Version 6.3.16 Fixed Problem when you say no to Post Hours. Fixed Error when using the Tree View 5/4/07 Version 6.3.14 Fixed Problem of "Continue Next Page..." on Crystal Reports Proposals. Changed Structure of JBCSTLOG.dbf Added Export to Word Capability using VB-Templates. Added Export to Word including Table of Contents. 5/2/07 Version 6.3.13 Add Sigh Off Approval required for select E,L,C lines. Add Location to Inventory Count Report. 4/29/07 Version 6.3.12 Added Link to Account to Retrieve Payment Info from accounting against Project Invoices "Wip w/Pay Info" Added Labor Overhead Capability to ACCPAC. Added Hardware Overhead Capability to ACCPAC. Fixed Problem with Receive Transfer with both instock and Allocated. 4/18/07 Version 6.3.11 Fixed OT Problem with Web Time Card System. 4/18/07 Version 6.3.10 Fixed problem with Zero Dollar Invoice. Fixed OT Problem with Web Time Card System. 4/18/07 Version 6.3.9 Added Transfer Stock Between Office Capabilities. 4/16/07 Version 6.3.8 Fixed Problem of E-Line Part not being Received Properly. (Only corrected for future items.) 4/13/07 Version 6.3.7 Fixed Edit Project Problem. 4/9/07 Version 6.3.6 Added check box to turn off Manufacturers ID on Packing Lists. 4/8/07 Version 6.3.5 Added more Capabilities to Retainage System. 4/5/07 Version 6.3.4 Added On Vendor Type Markup Error. Fixed problem with Web time System and 2003 SQL servers. Added Filter by Manufacturer on Certified Inventory 4/4/07 Version 6.3.3 Added Manufacturer's ID to Update for: (Certified Inventory) Added Discontinued Flag on Allocation Info Column. Added Tax /Ship Report to Year Invoice Summary. 3/28/07 Version 6.3.2 Fixed Vendor U-Line on Dedicated PO with "A" line Capability. Added Ship Qty to Inventory Allocation Screen. Fixed E Line Purchase Order to use the full 35 Character SourceNum field. Fixed problem with Looping on Resize and PreInvoice. 3/21/07 Version 6.3.1 Fixed Problem with Fractions on Quickbooks Interface. Added on AP Interface the ability to pay a partial Qty. Added Vendor U-Line on Dedicated PO with "A" line Capability. 3/11/07 Version 6.3.0 Added "A:" Parameter to "U" line capability so that an A lines will created instead of "U" Line. Fixed problem E line after P lines that has cable. Added Tax Capability to AP Interface for Quickbooks. Fixed Rounding Problem for Cable on AP Interface. 3/9/07 Version 6.2.125 Fixed problem with partials Cost going to Accounting. Un Did Fixed problem with BackList Assembly and -1 Sell price. 3/6/07 Version 6.2.124 Fixed problem with Move Project and Contract.dbf Fixed problem with BackList Assembly and -1 Sell price. 3/5/07 Version 6.2.123 Added Part Number Search to Allocated by not Invoiced. Re-Sent Structure folder. 3/4/07 Version 6.2.122 Added Update Mileage Rate on Web Time System. Change List & Status not have Wild Card character in from of Search for some field. Added GL Export to MAS90 from Warehouse Transfer. 3/2/07 Version 6.2.121 Shift F6 on Ap Interface will not mark an Item Un-Paid. Fixed problme of Control X Cut and Past. Added some code for E Lines on Invocies. 2/27/07 Version 6.2.120 Added Error Trapping for Goldmine Opportunity Interface. Fixed Problem printing Long Descriptions on POs. 2/27/07 Version 6.2.119 Fixed Ship Phone 2 to Technican Scheduler. Added Zero $ Ap Voucher to Quickbooks. Added Expected Date to EquipmentDetail Report 2/25/07 Version 6.2.118 Fixed Minumize Screen Problem. Added Vendor/PO Terms No Drop-down 2/23/07 Version 6.2.117 Fixed Missing Billed Percentage on Project Editor. Fixed Intermittent problem of Invoices not totaling properly. Fixed Problem with OK on E-Lines, Changed Ok Signature to Color Field. 2/20/07 Version 6.2.116 Fixed problem with E Line Purchase Orders (Structure Change) Stoctran.dbf Fixed Import Project to have then Excel Button. 2/19/07 Version 6.2.115 Change Assemblies to be able to go an unlimited number of nestings. 2/16/07 Version 6.2.114 Change vendor terms to follow Dropdown from Vendor screen on Editor POs. Added PO Ship Phone to New Po Screen. Fixed Problem of Copy Project E-Lines not asking E-P Question. Added Skip Header Record on Sub Assembly Capability. 2/15/07 Version 6.2.113 Fixed Move PO between companies. Fixed problem with Status not appearing on Custom Wip reports. Added Group Change Status for POs. Added Find by Part Number to Maintain Assembly Screen. 2/9/07 Version 6.2.112 Added better error trapping on ADO for ProjMast update. Fixed problem with Technician Schedule Report. 2/9/07 Version 6.2.111 Fixed Move Project and Move All Projects for M Lines. Fixed View M Lines from View Project. Fixed Problem with Pay Partial Received Items. Move Job Name back to Left of Screen. Changed View Project to not prompt you when someone else is in the Project. Fixed "List Price If Markup is Off". Added Auto Estimating "Length of Hours / Day (10 Hour Day) 2/5/07 Version 6.2.110 Fixed Intermittent problem with Technician Scheduler reports. "E" lines now follow Advanced Auto Estimating Rules like P Lines. 2/5/07 Version 6.2.109 Added Ok By Id after F12 key or Set Require Date. 2/3/07 Version 6.2.108 Fixed problem with Project Editor on Resize. Change Technician Scheduler Report to user crystal instead of Quickreports. Added "/w SalesRep" to Quickbooks Output which. 2/1/07 Version 6.2.107 Added error trapping for Open Inventory Screen. Added error trapping for New Project Open projmst2.dbf. Added Re-Index for projmst2.dbf. Added Tax Record to Peachtree when tax amount is 0. Fixed Problem with Bluelight when no Bitmap is not available. 1/31/07 Version 6.2.106 Removed Non Asci Characters from Notifier Export. Fixed problem with non service projects showing up under service project for Service Tracking Module. Changed Re-size system to only do a refress screen instead of a re-total. Chaneed Vendor to use Dropdown Terms set on PO Tab. Changed Quickbooks export to be 40 Characters or 32 plus Dove Net Code. Spawn Project will now properly use the correct project or Service number. 1/29/07 Version 6.2.105 Added Crystal report for Technician scheduler. Added the ability to select work station Screen Color. (Top Menu, Setup, Set Color.) 1/28/07 Version 6.2.104 Added for Timberline, now the Cost code can come from the Inventonry Inventory GL field. Added Search by PO On Receive Report. Fixed Problem with using Assemblies in POs. Fixed Room List issue on POs. 1/25/07 Version 6.2.103 Added Required Contract Expire Date and Expire Commision Code when contract has expired. Changed Notifier Export to New Format. Customer Number S 6 Ship to Name A 30 Address Line 1 A 30 Address line 2 A 30 City A 30 State A 2 Zip Code A 10 Country Code A 4 Ship to Telephone A 20 Ship Via A 10 Date Required S 8 Purchase Order Number A 15 Customer Hold of Order A 3 Urgent Order A 1 Job Type A 3 Project Name A 30 Special Instructions A 50 Special Instructions A 50 Special Instructions A 50 Notifier Part Number A 15 Quantity S 11 25 Spaces A 34 Ship To Attention A 30 1/25/07 Version 6.2.102 Color back to Gray. Modified ProjInv.exe to run non stop until all records are processed. Added NON Sum to Roleup PO System. Added Security Points for Data Pro and AP Interface Module. 8 Accounting System Intreface (Data Posting) 9 Accounting System Intreface (Export) 10 Accounting System Intreface (Setup) 1/23/07 Version 6.2.100 Change to AP Interface. 1/21/07 Version 6.2.99 Added PROJPODATE to head.dbf field for printing. Added Replicate Project can now Change Companies, to copy a project from a different office. Added Bluelight Print Service Ticket show Signature. 1/18/07 Version 6.2.98 Fixed Import Chart or Account from Quickbooks. Added Credit Card Export to Quickbooks AP Interface. Fixed $$ on Dove Net Invoice. 1/17/07 Version 6.2.97 Fixed Problem with Cost on Purchasing. Added Remember Assembly Setup Screen Grid Settings. Added Vendor Locator Info. Added Project Revenue to Labor by Technician Report. 1/15/07 Version 6.2.96 Fixed problem with Overhead Markup System. 1/15/07 Version 6.2.95 Fixed problem with Overhead Markup System. Fixed Shipped but not Invoiced Report. Added Show All Check Box next to Inventory Report, Minimum Re-Order Report. 1/10/07 Version 6.2.94 Fixed E-p Conversion to extract "|" from Part Number' Fixed Sub Contractor Line in PO to put Decription from Project instead of Stock for E Line or Subcontractor Line. Added new field CompID to Hours Table. Added Projmst2 to temp folder from List & Status. 1/5/07 Version 6.2.93 Color Face Lift 1/4/07 Version 6.2.92 Update AP System 1/2/07 Version 6.2.90 Added new fields to Enhanced Service Contract Tracking Module. Added New Inventory Report Allocated but not Shipped. 12/29/06 Version 6.2.89 Add Round Discount Amount to AccPac AP Entry. Added TX/NT On Mas90 Export at Position 342 for 2 12/28/06 Version 6.2.88 Fixed Problem with Calculation of AVerage Cost on Inventory Screen. 12/27/06 Version 6.2.87 Changed all screens to white. 12/19/06 Version 6.2.85 Start of Color Editor Grid. 12/14/06 Version 6.2.84 Fixed Multi-Line Copy / Paste. Added Error Message on Receive PO. Changed List & Status to use better SQL Date Ranges. 12/13/06 Version 6.2.83 Fixed Project Editor Tab Problem. Fixed Problem of SQL entry to Web Time Card System, ProjMast. 12/7/06 Version 6.2.82 (I will release 6.3 again around NSCA (March 07.) Fixed Problem with Calculation of AVerage Cost on Inventory Screen. Fixed Problem with Break down of Billed Materal vs Billed Subcontractor on wip report1 Moved O-Line Freight to Freight area on Job Cost Report. Fixed Problem with not being able to edit Base Recuring Contract Fields. 12/6/06 Version 6.3.0 Added * * * Quickbooks Accounts Payable Interface. Fixed Rounding to be either 5 or 2 decimals depending on Floating point. Fixed problem with Inventory Status Report. Change PO Ship Via to follow rest of ShipVia which is home company. Change Average Cost Calculation. Fixed Problem with From To Date range on Recurring Billing for Monthly Invoices. 11/26/06 Version 6.2.81 Fixed problem with DateIn Field not found on Repeat Billing Product Code. Fixed problem with Partial Receive Po on Drop Ship Po. Slowed down Print all unprinted Invoices. Change Visibility on New project Panels. Fixed Problem with Rounding on 5 decimal Costs to Pos. 11/26/06 Version 6.2.79/80 Changed Un-Lock Project to require Password to turn on Un-Lock System. 11/22/06 Version 6.2.78 Fixed problem with Vendor Reference # on Purchase orders. Added Crystal Report for Inventory Value Report. 11/21/06 Version 6.2.77 Added Required Un-Lock Password to Clear Edit Lock on a Project Editor. New Security Point 7 (Left of Screen) Made Credit Card Exp Date 9 characters. (You will need to expand Customer List Expire Field from 6 to 9) Added Sales Divsion Filter form List & Status Value Reports. Added Extra Code to make sure commission rate is not empty. 11/10/06 Version 6.2.76 Added New State and Zip field on Extended Data Billing Tab so that they properly fill in on Invoices. Enhanced Company Selection Screen. Added Stock Usage Report against Frozen Stock Qty. 11/9/06 Version 6.2.75 Change Process Part Number History to automatically proccess on open of Billing Menu. Added Crystal Report Drop Down for Invoice Summary on Billing Menu. Added Combine Office on Crystal Invoice Summary on Billing Menu. 11/8/06 Version 6.2.74 Fixed Issues with AP Interface to AccPac. Added Exclude Negative Inventory From Inventory Status Report. Fixed Problem with Point and Click on C lines loosing Hours Qty. Fixed Recurring Billing System (Escalation System). Fixed Multiple Sub Assemblies in Non Assembly. Fixed Calculation on Overtime on Web Time Card System. Fixed Calculation on Standby Total. 11/7/06 Version 6.2.73 Set Maximum Length of PO Field to 15 for Timberline Accounting System. Added New Estimate to Complete report to List & Status with Date Range. Fixed problem with COG to Accounting for Cable. 11/1/06 Version 6.2.72 Added Certified Inventory (Do Not Include Allocated Check box on Post. Added Tax back to Recurring report. 11/1/06 Version 6.2.71 Customer Tax Code Export set to Customer List Tax Code instead of Project Tax Code. Detail Job Cost has Costs Codes in filbd.dbf cost code field when you print the Detail Job Cost Report. Added Re-Index to NofitLst.dbf. 10/29/06 Version 6.2.70 Added Check Box to Subtract Tax from Total Invoiced on Wip Report. Added E-Line Cost to Wip Actual Cost when Not doing Ordering on that E-Line. Labor Lines in an assembly will have the QTY = 0 if the Qty is 0 in Assembly Screen. (Check Box in Editor 2, will set QTY = 1 if Zero on Assembly Screen.) Fixed problem of A lines going to Group PO. Added New Check Box to have Wip Report Billing W/o Tax. Fixed Problem with Update stoctran on Customer Code Change, Heading Section. Added Non Assembly will now pickup Assembly Setting on Sub Assemblies. Added Check box to allow PO Actual Cost to go to Accounting vs Editor Cost for Cost of Goods. 10/24/06 Version 6.2.68 Added Enhanced Service tracker, Tally Costs on Service Event Costs. 10/20/06 Version 6.2.67 Added GL Export on Receive PO for AccPac Made Source Num require on E-P Conversion Screen. 10/18/06 Version 6.2.66 changed Index system on Status Log File. 10/18/06 Version 6.2.65a Fixed Problem with Technician Report. 10/17/06 Version 6.2.65 Fixed Peachtree PO Export Problem. Expanded Contract Information. 10/17/06 Version 6.2.64 Added New View Invoice Data Button. When View Invocies from a project, the system will filter the list of Invoices related to that project. ADded Ship Address to E-Mail Notification instead of Company Name. Added Retainage Billing System. 10/13/06 Version 6.2.63 Fixed Problem with Long Manager Names. 10/10/06 Version 6.2.61,62 Fixed problem with Print Expense Report. Fixed Problem with Crystal Invoice.prt AIA Section. Added Filter by Customer Code on Year Invoice Summary Report. 10/09/06 Version 6.2.60 Fixed Problem with Add to Ship Address. Added Billing Code to List & Status Search. Added 40 Hours Time Card Period. Fixed problem with Print Expense Report. 10/06/06 Version 6.2.58 Change Bluelight to put Tech comments as A/M Lines. Change Bluelight not to send full customer list to Stations. 09/27/06 Version 6.2.57 Fixed problem of Un-Receive Po not De-Allocating from a Project. Added Release Order System for shipping. Added Marked Items Shipped when Recieved PO on Drop Ship Po. 09/24/06 Version 6.2.56 Fixed Date Picker not to return date older than 10 year. Added Peacthree Export Jobs 09/20/06 Version 6.2.55 Added Part Number Description field to Discontinue Message so that you can add the Replacement Part to the field and this will show up when you get the discontinue message. Fixed Problem with Peachtree doubling the Entries. Added Outlook Link Customer to Contact List with Email Capabilities. 09/17/06 Version 6.2.54 Changed send to Peachtree to report Taxable and Non Tables Sales. Have to use "/w Tax" and "TaxAuthority Options" 09/14/06 Version 6.2.53 Made Commission rate to MAS90 with 3 Decimals. Change Get Cost from Header items. Added Product Code to Suffix Project Number. 09/13/06 Version 6.2.52 Fixed Allocated by not Invoiced Report. Fixed Problem with Shift F2. Fixed Receive PO to not mark items Shipped for Drop Ship Items. Fixed problem on New Project Main Contact to Ship Address. (contact Manager) Fixed problem with PMS This Month Report. Change List & Status to search Job Name same as Company Name. 09/09/06 Version 6.2.51 Added replicate Po Capabiity. Fixed Contact Manager. 09/09/06 Version 6.2.50 Added Default Sales Account Code for Customers to Peactree. (Customer 2 Tab) Change M line system to not clear Mtrack Info so we can see why M lines are not showing up. Change Timberline PO Export to send PO In-date to PO In-Date. Fixed problem with Delete Item. (StocScan.mdx Missing.) Added PMS Due Date to Report. Fixed problem with Barcode Status Change. Fixed problem with Platinum Export. Change Dove Net PO to use Date In field instead of Dynamic Date. Fixed problem with Copy of E lines that have been ordered to not remember any Order Info from a previous purchase. Added Status Change on Calandar Addition. 09/05/06 Version 6.2.49 Fixed List & Status List by multiple Suffix. Added AccPac Vendor and Invoice Export. Added all Accounting System Exports now use the AcctgID on the Salesman Setup Screen as a subtitute when linking to the accounting System. Added Check Box to allow Service to have Shipping and Handling calculated. Added Require Accounting Code. Added Security Point 141 to Edit Accounting Code. Fixed Problem with Import Hours from web Time Card System to Job Cost with Short Project Numbers. 08/31/06 Version 6.2.48 Fixed Minimum Stock to not be Multiple Company Wide. 08/30/06 Version 6.2.47 Fixed Security Prompt on Multiple Inventories. 08/27/06 Version 6.2.45 Added Split Stoctran.dbf Fixed Issues with New Contract Manager. 08/25/06 Version 6.2.44 Added the ability to copy the "E" line description to the Vendor part number on the S-To-P conversion tool. Added Weighted Standard Cost Report. 08/21/06 Version 6.2.43 Fixed Minor Problem with Top Menu. 08/21/06 Version 6.2.42 Fixed Problem with Create Raw PO. 08/21/06 Version 6.2.41 Fixed Barcode Status Change. Fixed Mas90 getting stuck in loop. Fixed Edit Code on Customer List Screen. Change Project Editor to Require an Enter Key after using Point and Click. Change Remember Manufacturer to be a Personal Setting under F9 instead of a global Setting. Added Change Index if Vendor Capability on Select Vendor Screen on Inventory Screen. Added new Editor Drop Down to allow you to see Instock or Committed Qty before Allocation. Change Import Price List to have check box for GSA Only Import. Added the ability to turn OFF or ON Long Descriptions from printing Proposals. Added Complete or Dead status field for PO in Setup so that you can tell Project when a PO is Dead and then Clear Over Orders then a PO is put in that status. Added Over Order Drop Down Selection Screen. 08/16/06 Version 6.2.40 Fixed Problem with Shift F2 where Credit PO shows update. 08/16/06 Version 6.2.39 Fixed Ship Via Drop Down on Purchase order Heading Screen. Fixed problem of Equalizer not remembering Manulist.dbf path. v1.25 Added Unit Price to Description Column, Timberline PO. Added Region field to New Project Customer List if required on Customer List Screen. 08/07/06 Version 6.2.37,8 Fixed Problem with Missing Pennies at GL Export to MAS90. Added Include Empty Date on Missed Expected Date Report. Added Alternate PO Report to List tab for Crystal Reports. Added Export of Credit PO to Timberline. Added new CRE Stocktran Transaction type. Fixed Timberline Export to only send 30 Character Description. Fixed Project Import to not cut off Part Number on "E" Import. Fixed Move ALL Project to correctly set New Person on Sub List. 08/07/06 Version 6.2.36 Fixed Problem with Empty P line to Peachtree which was causing a tax problem. Fixed Problem of Receive Po Improperly changing PO status to 9 when not fully received. Fixed Un Receive to change PO to 1 when Un-Received Used. 08/07/06 Version 6.2.35 Added Maintenance Contract Estimating Module. Cleaned up Editor To make load faster. 07/23/06 Version 6.2.34 Fixed Problem with Print Projects, "C:\data" not Found. Fixed Problem of Enhanced Security Screen coming up on New Project. Added New Timberline AR Export Format. Added Contact Note to Contact Manager System. 07/23/06 Version 6.2.33 Fixed Problem with replicate Project not copying Manager and Notify Ids. Added New Contact Manager. 07/23/06 Version 6.2.32 Put Change Company Message when not in Home Company for Web Time Card Import. 07/23/06 Version 6.2.31 Added Date Required to F8 Screen and the data shows up in the Information Column. Added Customer Taxexempt to FOB field which then shows up on and Invoice. 07/19/06 Version 6.2.30 Fixed Peachtree Import Customer Balances. Fixed Edit Qty After Allocation. 07/18/06 Version 6.2.29 Fixed Problem with Improper Combile. 07/17/06 Version 6.2.28 Added Assembly with Deviation Report. Added Enable Invoice COunt Check Box to Auto Billing. 07/17/06 Version 6.2.27 Added Ability To Disable Various Line type in the Editor. (Editor 2 Tab) Added Capability where Packing List Qty are selected on Invoices. Sub Contractor "P" Lines can be set up as Non Taxable. Added Capability when vendor is changed in a PO or the customer is changed in a project, the Stoctran Info is adjusted. Added New Security Point 179 which will prevent users from editing the Time Card Scheduler. Added Enhanced Service Manager can look across multiple offices. Added PMS Reports now include Labor Hrs. 07/12/06 Version 6.2.26 Added Allocation Inventory to Shop System Added Tax Amount to Invoice List at bottom of Editor. 07/12/06 Version 6.2.26 Added to 10 Item Report to sales Log System (Billing Menu). Made Auto Billing List all report, Project Number wider. 06/29/06 Version 6.2.25 Added Flexible AR Account to Timberline Export. Added Send Customer to Accounting ahead of billing for Timberline, Peachtree, Platinum, MAS90. Added Region as Dropdown on Customer List. Added Make Contact as Required Field. Added Correct Customer Address between Billing and Customer to Timberline. Added Backup Accounting Files for Platinum, BusinessWorks, Timberline. Fixed Problem with List and Status, Value Report, where not Records are found in first company. 06/29/06 Version 6.2.23 Fixed Access Violation on Commit Project from Post modern Work Order. Fixed System to not ask Truck Inventory on Auto Billing. Fixed Problem with Invoice Select on Assembly. Fixed Problem with Preselect for Zero Item. 06/24/06 Version 6.2.22 Added Record Locking to Export to Mas90 Added Forced Export to Mas90 even with Zero Dollars. 06/13/06 Version 6.2.21 Added Equipment List Detail Report to not have Null Values. Added CQTY field (Currency Fqty). Added Cost of Goods Export to DataPro on Invoices. 06/11/06 Version 6.2.20 Fixed Problem with Job Notes and Suffix Project # 06/04/06 Version 6.2.19 Fixed Problem with print invoices when primary record not found. Change Project Editor to use ProjMast to set Status Variable. Changed Time Card system to allow for multiple posting on the same Day on the Quick Screen. 06/02/06 Version 6.2.18 Changed Re-Order Report to handle Negative Inventory. Fixed problem of Generating PO For Minimum Stock Items. 06/01/06 Version 6.2.17 Added Separate Buyer system for Queued Items. Fixed problem of Missing Stocktrack Records on Group PO. 05/30/06 Version 6.2.16 Added Project Manager to Missed Expectation Report. Fixed problem with parts SubTotal on wip Report. 05/30/06 Version 6.2.15 Added Send to Shop System with Value Report. Fixed problem with Project Editor Not Rememvering Freight. 05/26/06 Version 6.2.14 Updated Two Letter Dropdown to allow for 6 Characters. Fixed problem with Allocated/Shipped but not Invoiced Reports. 05/25/06 Version 6.2.13 Fixed Problem with Users not using Enhanced Security and not being able to Edit / Print Projects. 05/25/06 Version 6.2.12 Added New Security Point 140 to allow Delete Customer. Activated Restriction of Edit & Print Projects in Other Users Lists. (Enhanced Security) Escape Key or Delete Key will now clear a Date Field. Added Due Date to Set Percent Screen. Added Commission Expire Date System. 05/24/06 Version 6.2.10 Added Debug Point for StatLog.dbf. Fixed problem with COG Export to Peactree. 05/16/06 Version 6.2.9 Added 5 Descimal Places to Job Cost Log Report. (Structure Change) 05/12/06 Version 6.2.8 Added Statusnum1 Index 05/10/06 Version 6.2.7 Made MSM I and Y Automatically sent to Unit on Full Refresh. Fixed problem with Top and Bottom buttons on Editor. Added New Process System to Only Process Shipped Quantities. Changed Shipped but not Invoice Report to Show Bill Quantity. Fixed Problem with Clock on Time Scheduler. 05/07/06 Version 6.2.6 Fixed problem with E-Line PArts. Added checkbox "Do not put Billing Period on Auto Invoices" Added INvoice $ and Number to Print Project. Added New "Require Quote #" Mark Down System. 05/05/06 Version 6.2.5 Fixed Problem with Re-Total to Remember Last Place. 05/05/06 Version 6.2.4 Changed Notification System to use Single File Structure. Fixed Problem with Re-Total to Remember Last Place. 05/04/06 Version 6.2.3 Added Top and Bottom Button to Project Editor Screen. Change R-Total button to Remember Current Line on Retotal. Added New Security Point 239 to allo Edit of Option Field on F8 Screen. Changed Wip and Commission on Profit to exclude Tax from calculation of GP and Commissions. Fixed Problem with Scheduler to Edit Send Event. 04/24/06 Version 6.2.2 Fixed Problem with Re-Index Vendor List. Set Goldmine line use GoldMine GDM66.exe or GDM65.exe 04/20/06 Version 6.2.1 Added Data Pro AP and AR Sends. 04/10/06 Version 6.2.0 (New Major Version) Add New Feature Goldmine Sync. (Synchronize Contacts and Opportunities with Goldmine.) 04/06/06 Version 6.1.176 Fixed problem with prshpwin.dbf to include cost field so that shiplog reports will print. Fixed Problem with Allocation having "pur' in Person field on stoctran.dbf. Fixed Problem with Post Modern Work Order System. 04/03/06 Version 6.1.175 Fixed Problem with Billing Funciton on Select Address Screen. Fixed Problem with Packing List Printing. 03/31/06 Version 6.1.174 Fixed Problem with Billing Funciton on Select Address Screen. Added New GOldmine field to PrStatPr.dbf. Fixed Problem with Print Project not changing Project Number on manual Entry. 03/29/06 Version 6.1.173 Update MP DLL 03/28/06 Version 6.1.172 Fixed Problem of Copy of Invoice being E-Mailed. Fixed Problem of Credit Invoices having a "C" in the data stream. Added Alternate E-Mail address to E-Mail Invoice Capability on Print Invoice Screen. 03/27/06 Version 6.1.171 Added Select Billing Address at time of INvoice. Fixed Editor Tab Key Edit Unit Field. 03/22/06 Version 6.1.170 Fixed Problem with Edit Invoice to Keep Company Suffix. Fixed Problem of Extra Lines going to COG to Peachtree. Added GoldmineID field to Projmst2.dbf. 03/12/06 Version 6.1.169 Changed Invoice Work Program to use Local Data22 Variable. Removed BUtton 2 from List SHow Screen. 03/10/06 Version 6.1.168 Fixed Problem with Recurring Billing Invoice not having Company Suffix. Added Commission Report to List & Status based on GP of a Project. Fixed Problem of Recurring Message comming up on non Recurring Projects. 03/06/06 Version 6.1.167 Minor changes to Estimate at cost Screen. Fixed Issued with Reporting on Time Card System. Added Zero $ Invoice to Peachtree so that cost of goods passes. Added Extra Character to Platinum Invoice Number and Credit Number. Added Require Expected Close Date ON Ne Project. Added Status Change to Set % Screen. Modified Extra fields Capability on Ne Project to auto Put Fields in Editior unless you clear the "-" from New Project Screen. Fixed Problem with Advanced Auto Estimating (System loosing Focus) Added Capability whe an "E" line becomes a "P" for Job Cost Purposes when the E-P Funtion is used. Added O-X Lines now counted as E lines on Job Cost. Added Lock Technician List when Posting Labor to Job Cost. Added E_Mail Capabilities for Authentication. 03/06/06 Version 6.1.166 Fixed Problem of Exit Setup and Cancel Login looping. Fixed Problem with Packing List on E-Line (Comploca.dbf not found.) 03/05/06 Version 6.1.165 Added Export All Customers for Peachtree. Added COG for Peactree Export. Added SuperAll Variable to Web Time Card System. 03/03/06 Version 6.1.164 Fixed Problem with Non Asci Characters going to Mas90 Desc Field. Fixed Problem with E Line after non Taxable P line not being taxed. 03/01/06 Version 6.1.163 Add Check shiplog.mdx function to Packing List System. Added Allow Pre-Select Invoice to Non Enhanced Security. 02/28/06 Version 6.1.162 Added Print Due Date on Proposal. Fixed Ship Via on Customer Work Order. Added Ship Notes to Stored Address System for Packing List. 02/26/06 Version 6.1.161 Added New Fields and Capabilites to Web Time Card System. Changed Editor and Inventory for follow Stockdrive Variable. Added Single Assembly Setup Capability accros Multiple Offices. Added No Prompt Capability to Update Inventory for Multiple Offices. Added E-Line Part Capability to Packing List. Added Packing List Ship Notes to Printed Packing List. 02/24/06 Version 6.1.160 Fixed Problem with Import in to Quickbooks that have " double quotes in the Description. Fixed Problem of Multiple Offices showing Location instead of Inventory on Warehouse Screen. Added Packing List Address based on Shipping Address. Added Picking List on Receive Po Only. Added Stock Warehouse Move Report. Added Default Crystal Report Names so default report print w/o being filled in F&S, SS. 02/23/06 Version 6.1.159 Fixed Problem with Over Pre-Select Invoice. 02/21/06 Version 6.1.158 Added View Project/Po from Inventory Allocation Screen. Fixed Problem with Platinum Export. Fixed Problem with Customer Work Order form 1. Added Brouse Button to Locate Invoice # for Credit Invoice. 02/19/06 Version 6.1.157 Add COst From and Cost Range From on List & Status. 02/16/06 Version 6.1.156 Added Subcontractor Line for Labor. Removed Print List and View List Check Boxes on List & Status. 02/13/06 Version 6.1.155 Fixed Problem with Allocation List on Inventory screen. Added List Option of 2 Letter Suffix. Fixed problem of Negative Allocation On Credit Invoice to Job Cost. Added 1 Significant Didget to Job Cost Detail Report. Added Include Regular Biling to Progress Billing Figure on Job Cost Detail Report. 02/12/06 Version 6.1.154 Fixed Problem with Truncated Memo Lines goint go Quickbooks. Added Search Customer by city and State. Added Manager Name to Missed Reveive Date Report. Added Crystal Report Vendor Pay Terms. Fixed Problem with Job Cost Posting to Lock Tech ID field. 02/10/06 Version 6.1.153 Added Address Only from Billing Code 02/09/06 Version 6.1.152 Fixed Problem with Project Numbers larger and 8 Chracters and Memo Lines. Added Clear Invoice Summary, Invoice Year, Commission and Commission Year when Delete Invoice is Used. 02/08/06 Version 6.1.151 Change Project Editor Grid to Delphi Grid to SOlve Auto Estimating Ghosting Problem. Addded New Ship Address to Quickbooks Export. Put Notes Message back on Editor. 02/02/06 Version 6.1.150 Fixed Problem of Exporting POs to Timberline related to the DueDate. 02/01/06 Version 6.1.149 On Save System Setup, added Full Re-Start. Fixed Allow Re-Invoice on E,L,C Lines. Fixed Problem with Auto Billing and Re-Invoice Lines. Change Notes Message on Edit Project. Added Delete Stock Tran Records for not FOund in ProjMast.dbf. 01/31/06 Version 6.1.148 Fixed Problem with Print Job Cost Detail Report. 01/29/05 Version 6.1.147 Added LCT to Print Filbd.dbf Move Editor Notes Message to end of Load. Fixed Problem with Print Project, Print Label Fixed Select Complete Date on List Status POs. Fixed Last Order Date for Inventory Items. Fixed allocated but not invoiced Report to not ask for Comploca.dbf. Added new Feature to allow Default Sort By on List & Status. Fixed Auto Billing System from creating Zero Dolalr Invoice. 01/26/05 Version 6.1.146 Fixed Problem with Credit Invoice Invoice. 01/26/05 Version 6.1.145 Fixed Problem with Generate Invoice. 01/26/05 Version 6.1.144 Fixed Problem with Shipt F5 Key (Un Order). Fixed Problem with Down Arrow on Packing Lists. Fixed Problem of Replicate Project with Memo Lines. 01/23/05 Version 6.1.143 Fixed Problem with regular Assemblies and negative / Fraction Quantities. Added Derive Ship Field from Projmast for Invoice Summary Year Report. Change "Add Inventory On Packing List or Invoicing" check box to a different variable. 01/23/05 Version 6.1.142 Fixed Problem with Sub Contractor C and P lines. Added Copy Email For Invoices to Email System. Fixed problem with Attachments to Second Email Address. 01/23/05 Version 6.1.141 Change Customer List Output for BusinessWorks Accounting. Add Interlock to Prevent Duplicate PMS on Spaun. 01/20/05 Version 6.1.140 Fixed Problem with Generate Invoice. 01/19/05 Version 6.1.139 Fixed Problem of Receive PO on Dead Project where Control F3 Used. Fixed Problem of Invoice Select with No Stock. 01/18/05 Version 6.1.138 Added New Maintenace Estimating Screen. Added E-Mail PO to E-Mail NOtification System. Fixed Problem with E-Mail Notification System Not COnnecting. 01/12/05 Version 6.1.137 Fixed Problem with F3 on LBR Lines. Fixed problem with Receive PO on Dead Project Status Doubling Stock. Fixed Problem with Re-Sending INspection with Inspection Tracker. 01/12/05 Version 6.1.136 Fixed Estimate at cost with Extra Costs. 01/10/05 Version 6.1.135 Added More Capabilities to Sub Assembly System. 01/05/05 Version 6.1.134 Added Progress Billing GP on WorkSheet. Added Capability to send to more that one email address from Customer List email field. Fixed Problem with Editing a Line when the line has been Invoice and using the Tab Key. Fixed Problem with Showing project in different companies, with Enhanced Service Manager. Fixed Problem of Removing 2 Letter Suffix from Print Invoice. 01/04/05 Version 6.1.133 Added Final Touches to Back List Assembly System. Added Disable Delete Allocated, Back Order Lines from Editor. Activated Security Points on Billing Menu. 01/03/05 Version 6.1.132 Fixed Problem with Billing Status Report. Added View Project when in Dead Status Added no Posting when Project in Dead status. Added Excel Output to Vendor Lists. Fixed Problem with Insert Appointment on Day or Week Screen on Technician Scheduler. Added Packing List ability (218) with View Project. Fixed Problem with two users editing Extra List in Two Projects. Added Allow Move different records on Customer from Get button on Heading Section of Project. Added Back List Assembly System. 12/22/05 Version 6.1.130 Fixed Receive PO for Detail Report. Fixed Re-Login Problem Twice when leaving System Setup. Sorted Class Drop Down on Part List Screen. Fixed Problem so Assemblies X Lines do not show on Proposals. Fixed Problem with Job Cost Summary Page Correctling Invoice and not Invoiced Lines with Progress Billing. Fixed Problem with Receive PO and Cable. 12/20/05 Version 6.1.129 Update various issues with Editor. 12/20/05 Version 6.1.128 Fixed Problem with Auto Key F4 Not Select Items when there is not Stock. 12/18/05 Version 6.1.127 Fixed Problem with Loading Assemblies. 12/18/05 Version 6.1.126 Fixed Tab Order on Edit Invoice. Fixed Problem with Auto Billing generating $0 Dollar invoices. Fixed Problem with System Selecting Items that are not instock using F3 Key. Added Cost Code Index and LookUp on Inventory Screen. Added Cost Code Lookup on Editor Ask Cost Code for Inventory Items. Added Peachtree Prefix Project # Capability. 12/16/05 Version 6.1.125 Added Default 2 Letter Suffix Dropdown to New Project Screen and Setup Screen General 2. Added 3rd Editor Screen to allow 3 open projects at one time. 12/12/05 Version 6.1.124 Added Overtime 3,4,5 to Technician Setup screen for more Job Cost capabilities. Added Hide Check Box to Hide Technicians from Technicians Dropdowns if the person is a Manager. Added Vault Prefix to Multipe Companies. 12/12/05 Version 6.1.123 Update System to support 12 Character wide Project Number. (Major Structure Change for Old Clients) (Most Important Reports have been modified to accommodate the required space for the Project Number) (You may have to modify your Crystal Reports.) Added 10 Prompt Fields on New Projects that show up on Editor as A or X Lines. (Set Prompts on Setup...List Tab "New Project Extra A/X Lines List") Added Eval Copy of Technician Scheduler until Jan 15/06. Added Literal Vendor / Literal Part Number to Packing List. Added Job Notes Beginning Notes Label. 12/09/05 Version 6.1.122 Fixed Problems with Delayed Packing Lists and Post Tracking Numbers. 12/07/05 Version 6.1.121 Update Web Time Card System 12/06/05 Version 6.1.120 Added Invalid Date Check on Create Invoice. Corrected Dispatch Unit Table to follow Separater Techs / Office. Corrected Memo Lines to MAS90 Added PatchINT3. Added Get_Next_Lct Function. Started Back Assembly System. 12/04/05 Version 6.1.119 Added Negative Allocation to Editor. Also added Disable Check box on Editor 2 Tab. Added Re-Ask "QUE" Po Line, Each Time. Added Crystal Report Version of Invoice Summary (MOnth or Year) Added Crystal Report Storage path to Multiple Companies. Added Additional Notification changes. 12/02/05 Version 6.1.118 Change Replicate project to not overwrite Orriginal Proejct Number for Contract. Fixed Billing Problem with Inventory Item marked with "B" for Billing Code. Change Order or Receive PO to print Report after Storing Re-Print Date. 12/01/05 Version 6.1.117 Fixed Problem with showing Ship Addresses on Customer List screen. Fixed Problem with Packing List for Multiple Offices. 11/22/05 Version 6.1.116 Fixed Problem with GSA Changing Price. DId not see problem with Re-Cal and GSA Fixed Problem with List & Status and Combined Offices with no Project in First Office. Fixed Problem with F6 Key and Pre-Invoie Select. 11/22/05 Version 6.1.115 Added New SMTP Fields on General 4 Tab. 11/22/05 Version 6.1.114 Fixed Problem of Re-Number Project for Invoices. Change Customer List Index Selection Screen. Added New Fields to Customer List. Addeed E-Mail Notification for Allocation, Status Change, Credit Change, E-Mail Invoices, Web New Projects. (Purchase Option) 11/22/05 Version 6.1.113 Fixed Problem with Create Dedicated PO Added New Password to allow Re-Print of Packing List for Clients on Credit Hold. 11/22/05 Version 6.1.112 Fixed Problem with Overorder Showing Correctly on Inventory Screen. Added The Limination to Not allow Shipping w/o ALlocation Or Invoice Qty. Fixed Problem of System Taking ON Break Qty as Carton Qty. Change Stock Move Records to always be on. Fixed Problem with Small Letter Tails now showing on Editor. 11/20/05 Version 6.1.111 Fixed Missed Exception Data to work with Exclude LIst. Added More Capabilities to F3 (Pre-Select) Invoices. Fixed Problem with No Edit Assembly. 11/18/05 Version 6.1.110 Added Drop Downs on Enhanced Security for Salesman's ID, Web Tech and Supervisor ID. Fixed Problem with Invalid Truck Inventory Location on Setup of Project. Fixed Problem with Georgia Taxes. Added More Capabilities to F3 (Pre-Select) Invoices. 11/16/05 Version 6.1.109 Added Ability have Same Series Project Number for all companies. Added New Editor Grid to allow for Right Justified Numbers and Future Colors indicating Issues for Allocation, etc. 11/10/05 Version 6.1.108 Corrected F3 Pre-Invoice Select for Secuirty Point 219 11/10/05 Version 6.1.107 Added Ability to Not ask "Did Packing List print COrrectly" and just Save Packing List. Added Ability to Not Allocate on the F3 Key. Added Ability to Activate F3 (Pre-Select Items for Invoices) and have F2 and F6 Still Active. Added Ability to do Quickbooks Hierarchy Customer / Project Export Added Ability to do Multiple Office Ship from Remote Office. Added Ability to do DropDown on Group Code. Improved Vendor Export to Quickbooks. 10/31/05 Version 6.1.106 Fixed Problem with Un-Receive PO for Cable Items. Adjusted Jobcost Web Posting Hours. Added Dealer # Export to Quickbooks. 10/30/05 Version 6.1.105 Fixed Problem with Un-Receive on Multiple Companies. Added Additional fields to Web Posting Reports. Added Print Range Capability to Print Invoices. Added E-Mail Capability to Print Invoices. 10/27/05 Version 6.1.104 Added Additional Fields to Web Posting Screen. Adjusted Certified Inventory Reports. 10/26/05 Version 6.1.103 Fixed Problem with ReNumber Project. Added No Count Report Capability to Certified Inventory Report. Added Move_Log Message if Project was Renumbered to Edit Project window. 10/25/05 Version 6.1.102 Added Copy Notes to Temp Folder For Crystal Reports. 10/19/05 Version 6.1.101 Fixed Problem with Un-Receive on Invoiced Items. Fixed Notification System to second office. Added Time Card Labor Report System Added Time Card Expense Report System 10/19/05 Version 6.1.100 Fixed StarDraw Import to work with Excel. Added Preliminary Sub Project Capability. 10/19/05 Version 6.1.99 Added Re-Index M-Line Tables to Reindex System Fixed Problem with missing file invrec.dbf on Receive PO. Turn OFF ShipLog Button on F8 Screen when Packing List Records are not Available. Fixed Problem of View Invoices Button Not Available on Editor. 10/18/05 Version 6.1.98 Fixed Tab Sequence on Inventory Screen. Fixed Problem of Project Invoices showing up on Purchase Orders. Change Packing List, Enter Tracking # to be Citrix Compatible. 10/16/05 Version 6.1.97 Change Export to send Zero $ Invoices to Quickbooks Added Password to Allow New Project on Failed Credit Check. Added Security Point 142 to Allow New Project on Failed Credit Check. Added the Ability to tell the System to Print Long Descriptions on PO. 10/14/05 Version 6.1.96 Added Update Last Cost on new Item. Added Update Item Cost on Certified Inventory. Added Class to Industry Check Box to Setup. Added Allocate but Not Invoiced report. (Top menu Reports, Inventory Menu) 10/12/05 Version 6.1.95 Fixed Problem with Edit PO. 10/12/05 Version 6.1.94 Added Credit Check to Billing Customer for Editor. Fixed Problem with Delete Line on Locked Project. Added Truck field back to Inventory Reports. Added Data Range to Year Button on listing for Recurring. Added Detail Inventory Transaction Report to Allocation Tab of Check stock. (Exhaustive Must be turn on in Setup.) 10/11/05 Version 6.1.93 Added Stock Log Tracking System. Fixed Problem with Receive Notification. 10/08/05 Version 6.1.92 Added Company Type to System to List Type Company Type on Multiple Company on List & Status. 10/06/05 Version 6.1.91 Added new Option to Only Re-Fresh Costs to a Project on Re-Cal Button, Editor. 10/05/05 Version 6.1.90 Fixed Problem with Shipped but Not Invoiced Report. Added Corporate Save Name Capabilities to List & Status and put under Security Code 130. 10/04/05 Version 6.1.89 Fixed Problem with Est at Cost and Fixed Price Accommodated Peachtree 2006 (New Import Structure) 09/30/05 Version 6.1.88 Added Lock to Serial # For Notifications. Added Extra Line on AIA Billing. 09/28/05 Version 6.1.87 Changed Quickbooks to be 40 Characters Only as customer Code. Change Sales by Salesman Report Change AIA Billing 09/28/05 Version 6.1.86 Added Vendor Reference Field to List & Status for POs. Added Proposal Log Report in subsitute of Forecast Report Added Refress Button to Notification System Screen. 09/27/05 Version 6.1.85 Added Fixed Price w/o Tax Info to WorkSheet and Proposal. Added Serial # to Notify Files. 09/25/05 Version 6.1.84 Change System to that Service Tickets marked as Service will follow the same Markup System as Project instead of OFF for Service. Change System so that if an Item marked non-Taxable can be hardware instead of Labor. Added New Pre-Invoice Select feature, which lets Project Managers select lines to be invoiced while not in Invoice Mode. (Then when the Invoice is created, the pre-selected lines are automatically selected and the invoice is produce.) 09/18/05 Version 6.1.83 Added Auto Check All Parts In. Added Fixed Price w/o Tax Capability 09/18/05 Version 6.1.82 Added Security Point 223 For Edit Standard Cost 09/18/05 Version 6.1.81 Added Add Item to Maintain Assembly Screen Added Certified Inventory System 09/16/05 Version 6.1.80 Fixed Problem with Saving Proposals Settings on Person Level. Fixed problem with error on Receive PO with comploca.dbf file. 09/14/05 Version 6.1.79 Fixed Problem with Multiple Companies and F8 on PO. Fixed Problem with View Receive Report from Other than Primary Company. Changed WOW page to do a better job of checking for Active Projects. 09/7/05 Version 6.1.78 Added Feature to Copy Ship info from Contract Project if Servivce is attached to at project or Maintenance Contract. (Checkbox in setup, General 4, to activate.) Added the ability to Attach a Service Event to any Project be it a Complete Project or Service Contract. 09/7/05 Version 6.1.77 Fixed Inventory, Shipped but Not Invoice Report 09/7/05 Version 6.1.76 Fixed Problem with Credit Check on Editor Added Packing List Assembly Hide Lines for Non Detail Assemblies. Added Invoice List Assembly Hide Lines for Non Detail Assemblies. Added New Fields to Enhanced Security 09/5/05 Version 6.1.75 Fixed Problem with Combined Company List & Status Reports Fixed Problem with update on Invfile.dbf Added New Wip Report with Sub Contractor Breakout. Added Search Multiple Suffixes Capability to List & Status. WIP Break Out Cost.rpt WIP Break Out Cost2.rpt (View from Value Crystal Report Drop Down) Added Credit Message to Editor. Fixed Heading Section Date field names. 09/2/05 Version 6.1.74 Fixed Problem with Select E lines for Packing list. Fixed Problem with Receiver # getting to Store Receiving Reports. 09/1/05 Version 6.1.73 Fixed Problem with Copy Enhanced Security Record. Added Filter Capability to Purchase History System. Added Support for AccPac 5.3x 08/30/05 Version 6.1.72 Fixed Problem with Print Worksheet, Service and Customer Workorder 08/30/05 Version 6.1.71 Fixed Record Lock Problem with Service Select Inventory. Fixed Problem of Re-Select Truck location after Allocation. Added fields to Head.dbf for Printing. 'CARTONS'='intime' 'WEIGHT'='ORIGNUMBER' Fixed Problem of Copy Project on L Lines remembering Assembly Settings. 08/22/05 Version 6.1.70 Contract Expire Data no longer stops Auto Billing unless you enable that feature in Setup, Billing tab. Fixed problem with Auto Print Invoices. Editor Control X (Cut) is now and option that you can turn on but by default it is off. Red Box on Editor now moves to where Copy Block begins. Mouse Wheel now works correctly on List grids. The System now remembers Proposal Print settings. On View Project, the system now correctly remembers the total of the Project when exiting. Auto Billing Report now includes Contract Total and Total Billed. 08/22/05 Version 6.1.69 Fixed Problem with Receive PO on Multiple Locations. Fixed Problem with Going to Inventory screen from Editor Fixed Problem with Status Change on POs. 08/17/05 Version 6.1.68 Invoice Listing at bottom of Editor is not from Invoice Print Register Also added more information to Invoice Print Register. Added Hide Change Projsyscfg Location (General 4) Added "Customer on Credit Hold! Service Tickets, Packing List, Allocation Not Allowed." Message to Editor. 08/05/05 Version 6.1.67a Enhanced Shipped and not Invoiced. Added Crystal Version 08/05/05 Version 6.1.67 Added Default Manufacurers ID Capability for the editor. Changed Stock Parts list screeen to handle class like part. Cleaned up Editor for Speed. Added Check box to turn on Editor Lines to F9 Setup Screen. 08/02/05 Version 6.1.66 Fixed Problems with update. Added EPIC import capabilities. 07/28/05 Version 6.1.65 Added Forsed used of Drop Downs for Tax Code Selection instead of Direct Entry. (Check box available for override in setup, customer tab.) Added Feature to allow inventory to go negative if not enought stock on hand. 07/27/05 Version 6.1.64 Version Update after Dove Net Hard Disk Failure. 07/15/05 Version 6.1.58 Added Company ID to Re-Use PO. Added Sub Total to Standard Code on Receiving Report. 07/14/05 Version 6.1.57 Added ability for Open System export to produce .txt files instead of .dat. Fixed Problem with Job Cost Item Detail Report. Added Send Processed COG to Accounting Check boox. 07/12/05 Version 6.1.56 Fixed O Lines to Not Print on Invoices Fixed Problem with Aux Project Suffix. Fixed Mas90 Edport fo data4 Update PO Recevier Report 07/11/05 Version 6.1.55 Added Project Customer ID Update tool (Task Menu) to update customer IDs on Project based on a change in Customer List. Fixed Problem with Storing Notes on Packing List. Fixed problem with E line Packing List allowing Ship Log. Added New Crystal Receiver Report. Fixed problem with Viewing Invoied Memo Lines. 07/6/05 Version 6.1.54 Fixed Problem with Repeat Invoice Date Range. Fixed Problem with DLL assignment. Added About Windows to Top Menu. 07/4/05 Version 6.1.53 Added the ability to set the Receive Date on A PO. Added Project Manager to Receive Report. Fixed Problem with Tax4,Tax5,Tax6 going to Proposals and WorkSheet 06/28/05 Version 6.1.52 Fixed LBR Lines to show up on Job Cost Summary as Labor instead of Parts. Fixed Problem with Exclude List on List & Status. Added Auto Status to Enhanced Security. Corrected Problem with location of Dictionary. Change system so that only Projsys.exe gets copied to Local Drive. 06/28/05 Version 6.1.51 Added Web Based Time Card and Expense System. Added Markup of Costs on Assembly E Lines. 06/19/05 Version 6.1.50 Added Alternate Print Name for Taxes Tied to Tax Code. Added Security Point 240 for Fixed Price. Fixed Problem with Subtotal Field on Invoices for Crystal Reports. Fixed Problem with Memo Field going blank on Edit Invoices. Fixed Problem wtih Combine Offices on on Citrix Server. Fixed Problem with Billing Address on Customer List. 06/17/05 Version 6.1.49 Fixed Problem with Station Count Changed ERA System to include ERA # on PO Description and Partnumber in Serialnum field of po listing. Changed Default for Update Server to Select all Locations. Added Names to Product Code Listing on List & Status. 06/15/05 Version 6.1.48 Fixed Problem with Quickbooks to limit the customer name to 42 chracters include customer code. Added Tax Liability Report 06/13/05 Version 6.1.47 Put Old Receive Report back in place. Fixed Problem with Take Ship Address from Customer List. Added Product Code Description to List and Status Drop Down. 06/1/05 Version 6.1.46 Fixed Problem with Edit M lines on Invoices. Fixed problem with Tax Listing & Status with Master Off 05/31/05 Version 6.1.45 Added Clear Button on Estended Data (Bid Info Screen) Fixed problem with Import EST System Builder 05/30/05 Version 6.1.44 Fixed Problem with Non Mas90 Exports so that Terms Code is Flexible. Fixed Title on Inventory Status Reports. Adjusted Editor to have LBR items show up in labor section of Editor instead of Parts Section. Adjusted Link to Goldmine to work better for 6.x SQL Fixed Problem with Editor Page Down and Last Line. (Offset and EditorOfset) 05/25/05 Version 6.1.43 Added Default Tax Type for Canada Tax. Corrected Taxable question on Quickbooks and sent first Item. Added Goldmine Fax Sytem to Omnirush Fax System. 05/15/05 Version 6.1.42 Fixed problem with ERA to set to Assigned Status in System Setup. Change Project to Create a .csv file for Business Works Accounting On Print Project, Invoice Terms is now in the field Ledgen Modified words connected to Maintenance Contract Service Tickets. Added Contract Name Selection on MSM Added Single Line Posting to Put Location System. 05/08/05 Version 6.1.41 Fixed Several BlueLight Problems: M line Auto Select, Company Name on Inport New Work Order, Limit Comments to 720 Characters and Part Desc to 520, Filter "/" Fixed Problem with Tax Amount on List & Status Added Auto Update to MAS90 from Project on Customer Edit. Added Ship Address to Detail Tax Report (TaxwShip.rpt - Crystal) Added Goldmine ID to Customer List. Change Tax ID in Invoice Summary to Character Field. 04/29/05 Version 6.1.40 Fixed Problem with Selecting Recurring Contract on Customer List. Fixed Problem with Billing Code, or Billing Address, etc. on Customer List. 04/27/05 Version 6.1.39 Fixed Problem with Recurring Transfer to Accounting Added Enhancement to WOW report. Added Common Spelling Dictionary Capability by filling in On General 3, the common name of the dictionary that should be used. 04/26/05 Version 6.1.38 Fixed Problem with Status List and Enhanced Security. Fixed Problem wtih Status List on New Project after doing Project Lookup on Enhanced Service Module. Fixed Problem with Lock Project and A lines. 04/25/05 Version 6.1.37 Added Project Manager Notification or all Status Changes. Added Project Managers can choose Shipping address on Packing Lists. Fixed Problem with Import POs for Tyler. 04/21/05 Version 6.1.35 Add Project Log Entry for Open Project. Eliminate Show Sql check box on List & Status Add Order to Product Codes Adjusted Dispatch system for Receive Un-Complete Order Added Separate Check box for Technicians and Sales Persons 04/20/05 Version 6.1.34 6.0.89 Fixed Problem with Committed Costs on Job Cost Report. 04/15/05 Version 6.1.33 Fixed Problem with Using List Price Mark Down for Vendor. Added feature where is No Location is set on part, location on an item is entered from Inventory. 04/10/05 Version 6.1.32 Added Secuirty point 218 as to who can print Packing Reports. Added First Letter Customer and Vendor Code Generation Enhanced Notification System to know which Company the Project is In. Added 5 Deciman Place on Markup System. Fixed Problem with Show Allocation on Multiple Offices. Checked Wip Report and Equations for GP are correct. Fixed Spelling error on Wip Report. Corrected Billing Tab on Extended Data to show Subcontractors on separate pages. 04/08/05 Version 6.1.31 Fixed Problem with Large Enhanced Security Names on check Activity. Change List on top Menu to follow Change Company Fixed Project manager Lookup on List & Status Added Exclude Name on Enhanced Security to take names off Drop Downs. Added Salesman Name and Department to Enhanced Security. 04/04/05 Version 6.1.30 Added High Value Inventory Report (HighValueReport.rpt). Added MSMLabel File to System Setup. Fixed Problem with Import of System Builder (E Line Conversion) 03/31/05 Version 6.1.29 and 6.0.88 Fixed Problem of being able to edit Tech list on Labor Posting Screen. Added UnReceive PO (Functional from Items Received from today forward.) Added Stock Receive Report to Reports, Inventory Reports. Added Delayed Printing of Packing Lists. (Project Manager Selects Items, Shipping Prints the Packing List.) Added New Crystal Report "SalesbySalesRep.rpt" (List & Status, Based On PO Date). Added Forcast to Complete Project for hours and Hardware (F9 Screen of Editor). 03/27/05 Version 6.1.28 Change Station Count System to do a doubl echeck before exiting. Added PO Expect Date on Each Line Item of a PO. (CHanging the Date will update the Respective Project items Expect Date.) Added The PO date can also be a required field on PO Heading Screen. 03/21/05 Version 6.1.26 and 6.0.87 Added Trap code for Combine Companies. Added Admin, Eng, Credit, Management SIgn Off System. Security Points 251, 252, 253, 254 Can be disabled by Company or Product Code. Increased Good/bad Status to 50 Characters. 03/17/05 Version 6.1.25 Fixed problem of Edit Invoices with new Memo Field. Fixed Problem of Complete date being entered on Invoices when you did not want it to be. Added Security 139 to allow locking Billing Address / Code Added Customer Code Feature by First Letter and then Nth 03/16/05 Version 6.1.24 M Lines Now Go to Invoices Fixed problem with Abandon Project Numbers Change Extras to go to various GL fields if not delcaried in Varlist.dbf 03/15/05 Version 6.1.23 Put Extra 5,6,7 ton New Project SCreen for Maintenance Contract info Changed Item Detail on MAS90 to have LBR P lines go to Labor GL Code Added Status Windows to Dispatch Reset Fixed Problem with a Project that has 0 selling price to not double the Cost of a Project. (6.0.86) 03/10/05 Version 6.1.22 Fixed Problem with Invoice Export Quickbooks 03/9/05 Version 6.1.21 Added Data Pro Accounting System Export to Project 03/8/05 Version 6.1.18 Fixed Problem with Dispatch MSM Added Alternate 2 Letter Suffix to Project # Capability (General 2 (right)) Added Turn Off Auto Billing / PM Promots on New project by Company. Added Contract Expire Date to List and Status, New Project, Edit Project Due Date will be used to set mask on Next PMS Event 03/1/05 Version 6.1.17 Added 3 more Taxes for QUickbooks. Added Part Number Export to QUickbooks Added MSM Capability to suport multiple managers. 02/24/05 Version 6.1.16 Fixed Problem with Copy Project to not Clear Assembly Header info Added Toggle Print Proposal Lines Added Inventory Sub COntractor Line (Item Type = Set in Setup Inventory Screen) Will Not Print Part Number or Qty on Proposal or Invoices. New Listing on Job Cost Report and Extended Data 02/11/05 Version 6.1.15 Changed Tyler PO Export PO # size to 6 02/11/05 Version 6.1.14 Activated Credit HOLD on (Customer Credit Status) to Not Print Projects and NO Credit by setting Setup, Billing Tab, No Credit Status = "N" and the setting Customer Credit Status to "No Credit" Assed a new GSA field to Customer List. (also in 6.0.85) 02/10/05 Version 6.1.13 Fixed Problem with Export to Tyler PO System. Added Print Proposal Merge Fax do PDF Capability. 02/05/05 Version 6.1.11 Add Status Change Notification for 20 status Groups and persons. Added Home Company Check Activity to Task Menu. Change Editor to be self contained for drives. Fixed Index problem with Stock. 02/03/05 Version 6.1.10 Change Terms Code to allow for Two Letter Code. (uppercase) Change System to not add two Letter Suffix if PreFix Company Id Is being USed. Added Cost Picking List when being added to from Inventory Transfer company Added Inventory Item Export when creating MSM Export 02/01/05 Version 6.1.9 Added Job Cost Item Detail Reports to List & Status Screen Secuirty Point 168 Added Exclude Zero Items from parts List. Added Alternate Report to Job Cost Item Detail Reports (List Tab) Added Alternate Report to Lbor by technicians Reports (List tab) Added Inventory Office Transfer to Picking List. Fixed Problem with Posting to Multiple Jobs on 6.1 02/01/05 Version 6.0.84 and 6.1.9 Change Inventory Screen to Follow Parameter OFF option in setup when calculating Price A Price. 01/27/05 Version 6.1.8 Added Tyler Accounting System AR, PO and Import Reveived PO. 01/24/05 Version 6.0.83 Fixed Problem with Auto Estimate OFF Password 01/22/05 Version 6.1.7 Added Window Size to all screens. Added Full Names to List & status Drop Downs Added Dispatch Button to New Project Fixed Bluelight Technician Fields to follow Technician / Salesman Added Crystal Report Type to Project Log Added MSM Service Work order Print to Project Log Screen 01/18/05 Version 6.1.6 Added ERA (Equipment Return Authorization) System Added Items Shipped but not Invoiced Report Added Internet Time Card and Expense Posting System (Purchase item) 01/16/05 Version 6.0.82 and 6.1.6 Fixed Problem with Loading Salesman Names on Billing Menu for Commission Report Fixed Problem with Secuirty on Edit Customer List ID field. 12/31/04 6.1.3 Added Print Button to Technician Calendar Main Screen Added Address and Ship Address To Technician Report 12/30/04 6.1.2 Added Change Label for Due Date to General 2 tab. Added Technician 2 and 3 (Editor 2 Tab) 12/21/04 6.1.1 Added AIA Billing Capability Added Print Processed Items on Invoice. Added Prompt for Different Product code on Invoices. Added Detail Invoices Line By Line to MAS90 12/18/04 ver 6.1 Added Product Code by Line Capability for Invoice Purposes. Added Minute Tabulation for generating Inspection Maintnenace Contracts. 01/12/05 Version 6.0.81 and 6.1.5 Fixed Problem with Print Label Fixed Project # on Invoice Summary Fixed Copy Inventory Record to not turn on Edit Item Added Combine Office capability to Purchase orders 01/04/05 Version 6.0.80 and 6.1.4 Fixed Problem with Picking Report on Invoicing. 01/04/05 Version 6.0.79 Change Logo For Post Modern Logo 12/18/04 Version 6.0.77 Added Processed P Cost to Invoice Summary and Commission List 12/11/04 Version 6.1.0 Added Billing Code to Project Editor Heading Section. Added the Ability to Select the Billing Code on New Project. Added Edit Original Project Number to Editor Heading Section. Added Original Customer field when changing Customer on Project. Added Enhanced Service Tracking Module (For Purchase) Added Autobilling and Inspection Module (For Purchase) Added Bluelight Mobile Service Module (For Purchase) Added Bluelight Inspection Tracking Module (For Purchase)ver 6.1 Change ++ Billing Code and + Billing Address use use Address Type Field. Change Require PO to a new Check Box instead of the work "require" in Purchase ORder Field. Change Service Contract Message on New Project to Separate PMS C field. Added Several Fields to Customer list and Project Master file. Added Original Number field to Copy Previous, Replicate, and Spawn PMS for tracking Purposes 12/22/04 Version 6.0.78 Change Detail Tax Code Export for quickbooks. Fixed Problem of doing Control F3 on a Negative Qty 12/12/04 Version 6.0.76 Made changes to Sales Tax Report 12/03/04 Version 6.0.75 Added Re-Print Packing List. 11/28/04 Version 6.0.74 Added assembly feature of Cost = -1 which will set the cost of an Item to 0. (Same with -1 Sell Price) Changed Recurring Invoice to show proper From to Date Range. Added Disable Replicate Project. Added Password to turn OFF Auto Estimating. Added Non Billable Tax Reporting capability. (use Tax Capable) 11/20/04 Version 6.0.73 Fixed Problem with Invoicing to process Allocated Inventory. Added POData JCData.JCC Back up file for Timberline. 11/11/04 Version 6.0.70-2 Made Minor changes to AccPac (windows Export) 11/07/04 Version 6.0.69 Added Customer Open Balance Import for Peachtree. Change Phase field to remain ON on Editor. Fixed Problem with Receive PO (changed to Main Application) 11/03/04 Version 6.0.67 Fixed Problem with Keeking Screen Height Problem. 11/02/04 Version 6.0.66 Changed GSA import to be either GSA or GSA and Cost Price Sheet. Changed Feature to make items discontinued before updating with a check box. 11/01/04 Version 6.0.65 Fixed problem with Receive PO where Items had already been Invoiced. 10/07/04 Version 6.0.64 Fixed Problem with change Product Code for a Project. Added Capability for Multiple companies to have the same PO No. Series for all companies. 10/07/04 Version 6.0.63 Added better support for Windir (Commane Line Variable) will handle "/" as delimiter for parameters like %userprofile% This will allow administration to redirect windir so that users can be standard user instead of power user. A few things to keep in mind if you want to set up a user as a "Standard User" with no write capabilities to the c:\... folder. You will have to go into the Control Pannel, BDE Administrator and set the.. Configuration/drivers/native/paradox/net dir/path to C:\Program Files\Borland\Common Files\BDE and then let the system create the file PDOXUSRS.NET and then make that file read/write for all users. a shortcut might look like... x:\Projectw\Project.exe /datapath=x:\Projectw\data /userlist=zzz /LOGINID=yyy /windir=%USERPROFILE% For user doing crystal reports development: ("temppath" variable is set to windows\temp so that it matches what I am doing) x:\Projectw\Project.exe /datapath=x:\Projectw\data /LOGINID=dem /temppath=c:\windows\temp /windir=%USERPROFILE% where x: is your network drive or use \\server\share\projectw\... the /windir is use to change where projects writes a file called projsys.ini... which is where all screen settings are kept in side project. 9/30/04 Version 6.0.62 Add Get Outstanding Balance from Accounting for Platinum Accounting on Recurring Module. Change how system gets Code, Product, and Salesman from projmast. 9/20/04 Version 6.0.58 Fixed Problem with ++ address and Purchase orders. 9/20/04 Version 6.0.58 Added ++ Address Capability to Service Tickets, etc. all Accept Proposals. (check Box in setup to Turn ON.) Fixed Problem with Editing Sell prices on Service Contract Projects. Added ShipVia to Equipment Detail Report. Added Copy Prodcode.dbf Prodcode.mdx to Temp folder for Crystal Printing. 9/10/04 Version 6.0.56 Fixed Problem with GSA Fields on Customer List. 8/29/04 Version 6.0.56 Fixed Problem with Select Crystal Invoices. 8/15/04 Version 6.0.54 Fixed Problem with Job Cost Detail Report where the part number is blank. Fixed Problem with Laser Invoice (bottom) section. Removed Sales Margin Figures from Bottom of Editor but can be turned back on. 8/15/04 Version 6.0.53 Fixed Problem with Double Paste in Customer List from New Project. 8/15/04 Version 6.0.52 Fixed Problem with Edit Pos. Added Project # to GSA Sales Report. 8/15/04 Version 6.0.51 Change GSA System so that GSA and Customer Based Pricing can work together for same customer. Change Inventory Status Report to use Last Cost or Average Cost w/0 looking for a price. Added a check box to use Buy one price if other costs are zero. 8/12/04 Version 6.0.50 Added COG Account field to Product code table. Added Detail Line by Line Export to Peachtree Invoices. 8/11/04 Version 6.0.49 Fixed Problem with Copy and Paste. Added Manager Field to Equipment Detail REport. Added List Price to Unit Price with Markup Off. 8/03/04 Version 6.0.48 Corrected Problem with BackList 8/03/04 Version 6.0.47 Added Control C (Copy) V (Paste) X (Cut) capabilities to Most Forms: Customer, Ventor, New Project, Edit Project, etc. Added "R" Key To Editor (Get Room name from Room List) Added Vendor Name, Phone Number, Order Date, to EquipmentDetail Report. Added Transaction Date to F8 Screen (allocated, Ordered, Invoiced, BackOrder) Added Airline Code to Video Vault Screen in place of "Mfg By" field. 8/03/04 Version 6.0.46 Added Return Date to Print Outputs. "head.dbf" Added Check ++ Billing Address for COD, or No Terms Status. Added Goldmine/Outlook Functionallity to Vendor Screen. 8/03/04 Version 6.0.45 Added Invoice Summary (year) List by Date and Salesman. Added Locked Lines after being Invoiced. 7/30/04 Version 6.0.44 Fixed Problem with Shift F5. Added Inventory Part Number Picture to be other that "_". 7/30/04 Version 6.0.43 Fixed Problem with Inventory On Order Report. 7/30/04 Version 6.0.42 Fixed Problem with Receiveing Over Order POs. 7/28/04 Version 6.0.41 Rename New Crystal WorksheetDetails.rpt Report to EquipmentDetail.rpt which shows PO, Allocation, Invoice Status By Line Added ability to set a different status for completed POs. 7/27/04 Version 6.0.40 Fixed Problem with Shift F2 (Un Allocate) Fixed Problem Doing Credit Lines on Invoices. Added New Crystal WorksheetDetails.rpt Report to show PO, Allocation, Invoice Status By Line (Use as Alternate Report to Equipment List) 7/25/04 Version 6.0.39 Changed Open System Invoice Export to break up Project Number into Project and Suffix. ADDED CostLev6 to Equalizer and Project System Price List Import. 7/18/04 Version 6.0.38 Added Alternate Crystal Invoice Print option. (Set Alternates on Setup, F&S, SS, Lists, Alternates...) Added Invoice Select Partial Quantity on Invoice Line. (Control F3 Key) Added Over Invoicing when Items are on order with PO# but have not come in yet.(Control F3 Key) Changed Maintain Assembly Setup Screen do not display Discontinued Items. Added Sales Terms List in System Setup with Drop Down on Print Proposal. Added System now Remembers the Previous Proposal Print Sales Terms. Moved "Ask PO # on Line to go to Quickbooks Invoice Number" to a different field. 7/18/04 Version 6.0.37 Added "B" as Billing type Item in Inventory so that it will not require you to have Inventory to Invoice the item. Added "Ask PO # on Line to go to Quickbooks Invoice Number" Added Password Requirement to Re-set the Station count System. (Set System password to activate this capability or a Reset password.) Change Enhanced Security to limit creating Projects to statuses that the users has statuses declared in Allowed change to Status. 7/11/04 Version 6.0.36 Update Crystal Report 10 Capability Added getcommandline('CRYSTALPRTENG')='10.0/9.0' to Commandline Parameters Added Security Point 187 to Allow an Item to be Ordered. (check Box Required to enable this feature) 7/5/04 Version 6.0.35 Updated Peachtree PO Export to support more data. Added Backorder Only Report to Inventory OnOrder Report. Adjusted "O" Lines to allow Freight to have a cost and sell price. Fixed Problem to have List & Status Ship1 to Liststat.dbf Added Sales by Rep to WOW Report. Added Backlog Report to WOW Report. 6/22/04 Version 6.0.34 Enhanced Quickbook Invoice Export to better handle Taxable / Non Taxable. 6/22/04 Version 6.0.33 Fixed Problem of Not print Tax on LumpSum Proposals. Fixed Problem of Not print FGT on LumpSum Proposals. Add Status Screen on WOW Page. 6/6/04 Version 6.0.32 Added Debug Info for add Inventory Items. Add more features to WOW Report. Added Project Status Log feature to track the activity of a Project. (see Log Button on Editor Screen) 6/6/04 Version 6.0.31 Add WOW Report (Partial COmplete) Add Job Log in the Project Editor. 5/31/04 Version 6.0.30 Added Secuirty Point 243 which will allow the operator to edit the Order Edit Phase on an Line Item. Adjusted Replicate Project to copy Referral Type. Adjusted Spelling System to not look at "E" lines if "E" lines are turned off. 5/17/04 Version 6.0.28 Added Checkbox to turn oFF using Special Address to the billing address of the Invoice. 5/7/04 Version 6.0.27 Change Billing so that the system does not use the Special Address to the billing address of the Invoice. +, ++, and Extended data does overide the billing address. Added Project Title to Invoice ID (Post Modern) 5/5/04 Version 6.0.26 Corrected Problem with Master ON and Allocaiton Notification. Adjusted Auto Travel Hours Calculation. 4/29/04 Version 6.0.25 Fixed Problem with Abandon Project on New Project Screen. Made change to Quickbooks Invoice Export to limit the customer ID to 42 Characters. 4/26/04 Version 6.0.24 Corrected Problem with Shipvia and Quickbooks. Corrected Problem with Mas90 Job Cost Export. Change Editor so that it does not change the cost or selling price of PM1 or PM2 after being established. 4/15/04 Version 6.0.22 Change Invoices to Not Set Due Date on Invoices to be Net 30 if the Days on the terms field is zero. Fixed Tax Code Export to Quickbooks to properly export the tax rate to three desimals. Added Recurring billing Report to Auto Bulling. Changed Crystal 10 Print Engine to look at different Register Key Point. 4/15/04 Version 6.0.21/d Added Carton Qty, Min Order Qty and Order Qty to Update Inventory Program Fixed Quickbooks PO export. Added Cystal PO Work Sheet. 4/11/04 Version 6.0.20 Change Due Date on Invoices to reflect the terms I.E. 20 days, etc. Added Support for Crystal 10.0 Added Internet Web Project Import 4/8/04 Version 6.0.18/19 Fixed Problem with Fixed Price Cost not coming up after closing project and reopening project. Changed Salesman’s Name to not fill in if blank from customer list on New Project. Fixed View Warehouse to not allow Transfer Stock between offices. ADDED Sort by Room on Room List. 4/8/04 Version 6.0.17 Fixed List & Status Search by part number Change PO Export for Peachtree 4/2/04 Version 6.0.16 Fixed Problem with Search Project by Part Number. Fixed Problem with Crediting Taxes in Quickbooks. 4/1/04 Version 6.0.15 Fixed Clear Picking List Fixed Transfer Project Changed Customer List by Salesman 3/31/04 Version 6.0.14 Minor Change to Alternate Print Proj. # Name by Product Code. 3/30/04 Version 6.0.13 Added Alternate Print Proj. # Name by Product Code. Removed 1.5% Inserest State from Multi Part Invoice. Fixed "U" line w/o Description problem. Added List & Status Search By Work Order Client Code. Added Cost of Goods for Quickbooks. Added Error message is a Labor Or Extra Cost is passed w/o a Cost on Job Cost. 3/29/04 Version 6.0.12 Change Language to be In Title location on WorkOrder to Invoice. Added Checkbox to remember Vendor Code and ID for E to P Part Numbers. Change Picking List to use Purchase Order Description to that E-p Lines are accommodated. Stock Phase field will go to Project Phase Field if filled in. 3/26/04 Version 6.0.11 Added "S" lines to Job Cost, Work Sheet Section. Added "-1" capability to assembly (Sell Field) to cause Parts sell Price to be Zero 0.00 Fixed Copy Project to copy "M" Lines and Back List Items. Fixed Problem with Credit Tax and Quickbooks. 3/17/04 Version 6.0.9 Add Allow Add U/A Lines to View PO (check Box Required to activate) Made an Adjustment to Quickbooks PO Export to Seed AP Print Check Name field. Added Customner List with Salesman ID. 3/15/04 Version 6.0.8 Fixed Packing Shiplog and Post Tracking Number System. Added "+" Capability to Quick Books PO Export to make "+" As Vendor Address for Payables Added "+" Capability to Peachtree PO Export to make "+" As Vendor Address for Payables 3/11/04 Version 6.0.7 Fixed Problem with PO export for Quickbooks. Fixed Billed Project Status Report Data range. 3/9/04 Version 6.0.6 Fixed Problem with Export PO for Quickbooks. Made Adjustment to Auto Billing System to handle a Blank Terms Code. 3/9/04 Version 6.0.5 Change Lumpsum Invoices to print Freight Breakdown accept for check box in setup. Made adjustment to Billing System handle blank more field lines. 3/7/04 Version 6.0.4 Made minor refinements to Auto Billing System. Added No Print Borders on Service Tickets and Equipment Lists. Added Exclude Default Statuses for List And Status. Fixed Problem with Exporting Tax Authorities to Peachtree. Change List & Status Auto Fields to Auto Size based on Screen Size. Fixed problem with "M" lines disappearing. 3/7/04 Version 6.0.3 Fixed Problem with Quickbooks import pO with Ship Via Address. Made changes Room Estimating System for Auto Estimating System. 3/5/04 Version 6.0.2 Added Auto Estimating to Room Summary Estimating System. Fixed Color on Technician Scheduling System. 3/1/04 Version 6.0.1 * Added Spell Checker to The Project System. (Can be turned off on setup, Spelling Setting by screen and line type.) Fixed problem with Edit Project, Heading Section, Time fields making Save button Active. * GSA Pricing Import Via Equalizer and Manufacturers Price List Import. Inventory Sales/Cost of Goods GL Account Import Via Equalizer and Manufacturers Price List Import. * ADD Font, Type, Size, Bold, Italic, Underline Capabilities for Proposals. (for Crystal Reports, you will have to modify the properties of each of the components to take advantage of this capability. See Proposal.rpt Sample) Added Notes Reporting to Job Cost Labor Posting. * Added Memo Line to the Project Editor, which prints on Proposals. On Print Proposal you have a new option to print the Memo Text Field with the full width of the Proposal form. ""M" Line (Full Width of Proposal)" Added Deposit GL Code for Quickbooks. * Added Pass Cost of Goods to Accounting from Peachtree and Quickbooks. * Added Export Purchase orders to Quickbooks. Fixed Problem with Missed Inventory Expectation Date when Dead status field not set. Added Security Point 155 to allow deleting Invoices. Change FGT on invoices not to print on LumpSum. Added Preprinted to Multi-part Invoice to turn off the Interests Notice. * Added Filtered Capability to Stock List Screen From Editor and Inventory Screen. There is also a Checkbox to turn off on the Editor, Setup, F9 and Inventory Screen, by workstation. Can be turn OFF on Inventory Screen and Permanently on Setup,..Inventory Tab. Added Po Number to Received Item Screen. Added Customer Salesman to New Project Only option. Added Error Message on Labor Job Cost Posting if Labor Cost is $0.00 or Extra Cost is $0.00 Change Job Cost Posting to always post Details Inside project. Change the Laser Invoice.dll to auto size the Logo when loading it. * Added "U" line to Customer List which goes to a project. Notes to editor "U" line by customer. * Added Auto Invoice Generate based on Status. Change to Not Check Invoices Summary on Auto Billing. * Added Create Editor Line User and Date and Edit Line Date and User. (F8) * Added Allow 1st and 15th Billing to Auto Billing. * Added State and City Descriptions for quickbooks tax code export. 12/12/03 Version 126 Fixed Problem with Unlock Project and MAS90 12/12/03 Version 125 New Security Point 170 freezes "P" Line Cost to Users so they can not edit the cost. (If you want the user to be able to edit costs, make sure they have Point 170.) For users that are using Enhanced Security, To adjust all Secuirty ID to have the Secuity Point 170 set to be "Y", open a dos prompt. change to the Projectw\Data folder and Open up dbman and follow these commands: cd ...\Projectw\data ..\util\dbman set excl off use prcustse repl all datasecuri with midstr('Y',datasecuri,170) quit (close dos prompt ) 12/12/03 Version 124, 123 Fixed Problem with Customer List Export to Mas90 Adjusted PSA to fix the Unit Price of Items. Added Edit Invsumyr File. (Billing Menu) 12/11/03 Version 122 Added 8 more custom Reports Fixed problem with Importing EST Equipment List (Qty Field) 12/10/03 Version 121 Fixed Problem with GP on Editor and Print Report (Worksheet and Job Cost) 12/09/03 Version 120 Enhanced GSA Pricing System. 12/08/03 Version 119 Fixed Problem with Cable on Job Cost Fixed Problem with Billed Status Report Change Lock Project to be in the Statuses for Tally Commsion Before Allocation. Fixed Problem with Invoice Summary getting Part Cost for Locked Projects. Structure Change to Saleslog.dbf 12/03/03 Version 118 Update Link to Timberline Accounting Version 8.2x (Invoice Customer and Invoices, Job Cost PO Export Added Check Box to Not add Inventory to End of Month figurers on Clear Allocation. 12/03/03 Version 117a Add Option to not cause Landed cost % to go to Job Cost. 12/03/03 Version 117 Fixed problem with Index Sales Log file. Change Accounting Project Number to be completely filled in or not at all. 12/02/03 Version 116 Fixed Problem with Posting to the Commission List in Rental Mode. 12/02/03 Version 115 Fixed Problem with Posting Tracking Numbers on Packing Lists. 12/01/03 Version 114 Fixed System to use the Correct Vendor Drive on Manufacturers Price List. Change Editor to notify you if there is any price difference between the Inventory Item and Purchase order Item. Added Inventory Utility that sets the Vendor ID and Code for the item as found in the Vendor List found by the Inventory Link Field. 11/30/03 Version 113 Changed Lock Project and View Project to not allow adding "A" lines. Change "Add Inventory" Question to Not Ask for On-Order Items. Fixed -1 Sub Total Lines on Invoices to Turn OFF Printing. Added Billed Project Status Report. 11/24/03 Version 108 Contact Dove Net activation COde for GSA Reporting System Add GSA Report System 1. Turn ON System on Inventory Tab. 2. For GSA Customer, enter GSA in the GSA Field 3. a. For GSA Items, check the GSA Check Box on Item and enter a Price in GSA price Field. b. If you want a Break Down by GSA Type, then enter the GSA type in Class field. 4. To print Report, Enter GSAREPORT in the GSA Report Field Tab Printing 2. 5. Go to billing Menu, select Saleslog, select GSA ONly, Press Start. 11/22/03 Version 107 Fixed Problem with Spauning New project for Fire Inspections. Corrected Win Structure for Scheduler. Added new fields to MAS90 Job Cost Export. Fixed Problem with error trap for Recuring Billing on missing salesman name. Made corrections to print project worksheet to show same number as editor and with set fixed price on. New Job Cost Labor Report 11/19/03 Version 106 Added Editor, Item Cost Mark Down by a Percentage (EST/EDW) (under Re-Cal Button) Added Customer List Region to Division to Mas90. Fixed Customer List "+" Billing Address to Address in Mas90 Added Customer List LOng Tax Code to Mas90 Added Commas to Print Proposal. Fixed the ability to drop in on the Markup and set it to "0" Fixed Re-Cal to Round up the Calculation. Added Editor Item COst to Job Cost, Set in Setup...Inventory Tab Fixed Enter Transaction Report. Fixed Insumwin.dbf structure to allow for more than 99999 hours (invpyear.dbf) 11/13/03 Version 105 Added Peachtree Inventory Cost Of Good to Invoice Export. 11/08/03 Version 104 Added Import Labor Hours to Job Cost. (Deltek) Added Import Extras to Job Cost. Added Inventory Break Out Inventory Status report to show Allocation as Not Shipped and Shipped. 10/29/03 Version 102,3 Made Changes to Duplication Work Order Added Save and Restore ("Rest") buttons on the List and Status Show Screen that you can use to save the current screen settings and then restore them. Added Option to Enhance Security to turn off Updating Inventory by users (217) Added Alternate PO Crystal Report Capability 10/21/03 Version 5.9.99,100,101 Modified Inventory Allocated vs Shipped Report 10/20/03 Version 5.9.98 Fixed Problem with Taxing "LBR" part numbers as Labor instead of parts. 10/20/03 Version 5.9.97 Added Inventory Allocated vs Shipped Report 10/8/03 Version 5.9.96 Added Labor / Travel Rates per Customer Capability. Set Check Box on Setup...Customer 2 and then set the rates on the Customer List Record. Fixed Addition on Invoice Summary Tax Report Made change to Station Count System to Keep the sane Station ID. Fixed Various problems with Work Order Form. 09/21/03 Version 5.9.95 Added New Status Field for after Billing for Service. 09/18/03 Version 5.9.94 Fixed Problem with Edit Project. Added Spawn Copy Project for PMS System. 09/17/03 Version 5.9.93 Add Delete Project From List & Status (Security Point 123, Turn on In Setup...General 1) Fixed Problem with Ship Date on Po Heading Section. Fixed Problem wtih Select Spec Code. 09/05/03 Version 5.9.92 Fixed problem with Work Order Billing Contact. Fixed Problem with Kall Scheduler Start up. Structure Problem. (Schedwin.dbf) Added No Order "E" Lines. (Forces you to change a "E" Line to "P" Line before ordering.) 09/05/03 Version 5.9.92 Fixed Problem with Master off and Invoices to Status Change. 09/03/03 Version 5.9.91 Added Terms And ShipVia to Editor Frount page. Fixed Problem with Labor Hours Total on Editor Screen and Job Cost Summary Report. Added Separate Statuses for Waiting Parts for Service Projects Vs Regular Projects. 09/02/03 Version 5.9.90 Change "C" lines in Assemblies to get cost from Assembly Setup Screen. 09/02/03 Version 5.9.89 Fixed Problem with Project Transfer, Renumber, Move, Move_log.dbf 09/01/03 Version 5.9.88 Added Recurring Billing Rate Markup System. Added WorkOrder Start up Debug. 08/27/03 Version 5.9.87 on Export.dbf ActualLcst data field added. Fixed Labels on Duplication Workorder. 08/22/03 Version 5.9.86 Fixed Problem with Edit Auto Estimate Mileage. 08/20/03 Version 5.9.85 Added Stopproj.txt and stoppsys.txt for maintenance work with NoStop=yes override. Fixed problem with AR Send from Combined Recurring. 08/19/03 Version 5.9.84 Fixed Problem with ELINE-Part and POs Printing the wronge partnumber for Roleup PO's Fixed Problem with Error opening up ship log. 08/06/03 Version 5.9.83 Fixed Recurring Ar Export to Peachtree In-stock Qty is required to be 0 if you try to delete it. Added Debug Prompt when Can Edit Projects Added Check Project Master File. Added Find Project Data. Added Log Move Project, Move All 08/06/03 Version 5.9.82 Change Stock Receive report to use actual Qty instead of PO Qty. Fixed problem with AcctgCode to Accounting for Group Recurring Invoices. 08/06/03 Version 5.9.81 Fixed Issues with MAS90 Export. Added Billing Contact to WorkOrder Added Billing Phone to Workorder 08/05/03 Version 5.9.80 Changed Editor to not Refress as much. 08/03/03 Version 5.9.79 Cleaned up a few issues around Project. Packing Lists, Scheduler, Edit PO Change Clear Allocation for dead projects to be SAL, and the Invoice Num is 'Endofmonth' 08/01/03 Version 5.9.78 Fixed problem with Clear Allocation with Dead Projects. 07/31/03 Version 5.9.77 Fixed Problem with Recurring pribnt Invoices. 07/28/03 Version 5.9.76 Added Notes to Scheduler Report. Added Print Button to Scheduler Entry Form. 07/25/03 Version 5.9.75a Fixed Contact width on Work Order 07/25/03 Version 5.9.75 Fixed Problem with View Project. 07/25/03 Version 5.9.74 Added View Project to Top Menu and List Status Show (security Point 110). Fixed problem with Edit Labor Hours. 07/24/03 Version 5.9.73 Added Functionallity of Not overwriting Fixed price Items to Manufactuers Price List. Checked on problem with overwriting parameter field but found no problem. Added Additional Data Fields to worksheet to include Allocation, PO, Invoices Qtys. Added field ActualCost is now being updated in Stocktran on Receive PO. 07/22/03 Version 5.9.72 Fixed Problem with Recurring and Peachtree with Combined Invoices. Fixed Problem with Print Invoices on Dove Net Invoice for Long lists of Invoices. Fixed Problem of Time In not going to List and Status. Fixed problem with End Of Month not clearing Mutipl Location Inventory. 07/21/03 Version 5.9.71 Fixed problem with print Job Cost Detail Report. Fixed Problem with End of Month on Different Drives. 07/20/03 Version 5.9.70 Fixed Problem with Editor Editing Labor Hours. 07/17/03 Version 5.9.69 Fixed Problem auto billing when billing in advanced. Fixed a few problems with Duplication Work Order. 07/16/03 Version 5.9.68 Fixed Problem with Print Statement on Recurring Billing. Added Airline Sort to Workorder. 07/14/03 Version 5.9.67 Fixed Problem with Print Project not defaulting to Previous Print Job. Security Point 195 will turn off Costs, 196 will turn off List Price on the Editor and Print Project. 07/13/03 Version 5.9.66 Security Point 195 will turn off Costs, 196 will turn off List Price on the Editor and Print Project. Fixed Problem with Customer Ship Print label. Fixed Edit Invoice to save State back to invoice. 07/11/03 Version 5.9.65b Added Inventory Delete All Items to Maintain, Inventory Utilites. 07/11/03 Version 5.9.65a Fixed Problem with correct Status on worksheets when order is set. 07/10/03 Version 5.9.65 Fixed WorkOrder Search to make Read Only. Adjusted Project Export to Platinum for 6 character Customer Code 07/10/03 Version 5.9.64a Made Changes to WorkOrder 07/10/03 Version 5.9.64 Fixed Problem with Editor moving the Line Pointer after a QTY Edit. 07/6/03 Version 5.9.62 Fixed Problem with AccPAC Export Add Lock field to QTY fields on Inventory Screen. Add No Status Change to Check projects for all parts in. Fixed problem with PSA import. 07/1/03 Version 5.9.61 Change Maintain, Inventory, Create Price A, B, C, to now be Inventory Utilities incuding: Create Price A, B, C... Change Item Vendor Code and ID Change Item Field Data Fixed Problem with Edit Work Order Prompt on List & Status. Fixed Problem with New Spec Code on Work Order. 07/1/03 Version 5.9.60 Added Error counter to Move Project. 06/30/03 Version 5.9.59 Fixed GP on Project Total or Fixed Price. Checked System for Transfer From and did not find any problems. 06/25/03 Version 5.9.58 Fixed Lock Project from Job Cost Posting (MAS90). 06/25/03 Version 5.9.57 Fixed Penny Rounding Problem with Taxes. Added Lock Project from Job Cost Posting (MAS90). 06/23/03 Version 5.9.56 Change Acctg ID Tax Codes so they are not Uppercase only. Changed Station Count System to reduce the Reset. Change Structure of ClasName.dbf and ClasDeta.dbf 06/21/03 Version 5.9.55 Made Changes to the Work Order Report (Duplication Industry) 06/19/03 Version 5.9.54 Addressed Dove Net Message in the Editor. 06/14/03 Version 5.9.53 Fixed the calender so it only comes up from projects. Fixed Calender to correctly update the ship to address for the correct project. 06/14/03 Version 5.9.52 Fixed Manufacturers Price Import a Very Long Description (Memo Field). Update Proposal.rpt (crystal Reports) to Support Long Descriptions. Update Equalizer to support Memo Field Descriptions. 06/13/03 Version 5.9.51 Fixed Problem with Workorder List & Status, Report Not found. 06/12/03 Version 5.9.50 Fixed Problem with mor that one part Number. 06/11/03 Version 5.9.49 Fixed Problem with Quickbooks Export creating files. Added Quick Books Tax Code Export. Added View and Print Report Direct on List & Status. 06/07/03 Version 5.9.48 Added Dropdowns on List & Status Make Fields wider on List & Status Work Order Commit Statuses Fixed Problem with Travel and Overnights. Fixed security to properly handle the purchase order menu. 06/06/03 Version 5.9.47 Adjusted Move LInes to add a "U" line before the moved records. Fixed Move Lines to properly move all lines Selected. Add Not Required Salesman on Invoice. Add Ship Date as Invoice Date. Fixed Problem with Detail Quickbooks Unit Price. 06/04/03 Version 5.9.46 Fixed problem with Create Po. 06/03/03 Version 5.9.45 Fixed problem with Re-user Po. 06/02/03 Version 5.9.44 Corrected Notifier PO Export to include the Project Number portion on the PO Number. Added Move Lines to Editor 06/02/03 Version 5.9.43 Added InvcAdj ot StocRecv.dbf. Added Invoice Check Box on Saleslog.dbf 05/29/03 Version 5.9.42 Added Un-Lock Project to Editor Screen (Password Needs to be SEt and Enhanced Securtity Setting) Added Color to Work Order Print. Added Barcode Capabilities to Work Order. 05/23/03 Version 5.9.41 Added Adjustable Item Type under Maintain Inventory Item type 05/22/03 Version 5.9.40 Added WorknumLCT to Filbd. Fixed Problem of Work Order Crystal Report Drop Down not seeding. 05/19/03 Version 5.9.39 Added Canada Support where Special Cost is PO cost (Us Cost) and Buy 1 Cost as Canada Cost for Inventory Purposes. Fixed problem with Editor on loosing lines at the bottom. Change Station count system give less problems. Drop Ship Purchase Order should no longer be added to Picking List. 05/14/03 Version 5.9.38 Fixed problem of Re-Commission for MAS90 Job COst Export Added New Job Cost Item Detail Reports to the Job Cost Menu The Report is using a Default Crystal Report "Job Cost Item Detail.rpt" Also with Labor Report with option to select a Technician and date range. Change Job Cost Detail Report to use the JbCstLog.dbf instead of xxxFilbd. 04/30/03 Version 5.9.37a Fixed Problem with Salesman on Invoice for Separate Companies. 04/30/03 Version 5.9.37 Fixed Problem with Inventory Allocation on multiple locations. Fixed Problem with Change Companies Screen to stop Edit of List. 04/24/03 Version 5.9.36 Add No Update of other Inventory Location by Location. 04/23/03 Version 5.9.35 Add No Expire to Customer Based Pricing. Add Allow 0.00 for Customer Base Pricing. Fixed Problem with save List Status for Extra Fields. Fixed Problem with Inventory Allocation on multiple locations. 04/22/03 Version 5.9.34 Fixed Crystal 9.0 Inplementation including Substitution Images for ComCode Change Inventory Allocation Program to use Less SQL 04/13/03 Version 5.9.33 Finished Crystal 9.0 Inplementation including Substitution Images See Support.txt for Instructions. Fixed Problem wth Two Letter Suffix on List & Status. Added Make Save Setting on List & Status as Commont to all. 04/13/03 Version 5.9.32 Made Changes to Client Allocation Report. 04/09/03 Version 5.9.31 Change Windows Accpac export to have .cvs as the file suffix. Added Default Get % to New Project. 04/09/03 Version 5.9.29-30 Fixed Problem with EST Import if there is an internal Project Assembly. Fixed problem with Allocation Report Added Debug Info to Editor Save Heading Section. 04/05/03 Version 5.9.28 Fixed problem with Purchase Orders to show costs correctly on List & Status. Fixed problem with Set % on List & Status. Fixed Problem with changing the Terms Code on Invoices. Added COnfirm Re-sent to export to Job Cost. 03/31/03 Version 5.9.27 Enhanced MAS90/200 Job Cost Export Found a problem with Customer Allocation Tool. 03/26/03 Version 5.9.26 Fixed Problem with Tech Schedule to post appointments. Fixed problem with Notifier Ship Via Export File. 03/22/03 Version 5.9.25 Fixed Problem with ++ Billing Code Fixed Problem with Print Project remembering the Last Settings Added New Hardware Maintenance Calculation Tool that is set on the Product codes. The Hardware Maintenance System can be auto filled but setting the Hardware Maintenance Rate on a Product code or you can manually set the maintenance rate in the editor. The Percent rate can also be change under the F9 Screen. The new field is available in the head.dbf called "HARDWAREMT" when printing. 03/22/03 Version 5.9.24 Fixed problem of editor losing a line after doing the page down. Added Capability on List & Status to store Screen Setting. First make the screen setting to product a report and then Enter a name in the "Screen Setting Save Name" field and press Save. You can also delete a setting as well. Added Work Order Search Capabilities to List & Status. Fixed Problem with Auto Estimating coming on for Service Tickets. Fixed Problem of Calendar having the Range Check box checked when it should be on. Fixed problem with Inventory Allocation Report for multiple locations with roll-up directory. Change For Projects that are using auto estimating, the system will do a re-calculate the hours. If there are hours that are not accounted for, the system will stop and tell you that all hours are not corrected. If the system does not find a problem, the system will do the normal re-tally. Add a New check box will require the Fixed Price Password to set the Fixed Price. Fixed problem with Notes field being cut off on Tech Scheduler screen. Fixed problem with Client Allocation Report. A/X/ lines (New Project) are now added to Notes field on Tech Scheduler Field. Fixed problem of using the quit button on the long in screen. Added Terms to Packing List. 03/12/03 Version 5.9.23 Fixed problem with Print Project Remember Last Print Job Type. 03/11/03 Version 5.9.22 Fixed problem with Packing Lists. 03/10/03 Version 5.9.21 Fixed Problem with ++ Invoices and Freight Charges Getting to the Invoice. (In my zeal to make the Project System executable smaller, I might have gone a little to fare.) Added New Capability where you can now choose different Crystal Print Reports for each print option that uses Crystal. Set the List of Reports on Setup, F&S, SS, Lists, List of Alternate Print Reports. 03/09/03 Version 5.9.20 The New field "Title" (Sales Person List or Security List) is now printed on Proposals (Also on new Crystal Proposal.rpt)) Added capabilities to require Accounting Code (Customer List). 03/06/03 Version 5.9.18-19-20 Added Alternate Crystal Reports Names on Print Project. Set Print Report List on Setup, F&S, SS, Lists, List of Alternate Print Reports Added Dynamic Image capability to Crystal Reports. (Sales Person Image and or Security Login image) (See Support Tips for details) Reduced Table Usage of the Editor. 03/04/03 Version 5.9.17 Fixed problem with Search Screen on Inventory List returning to the Inventory Screen. Fixed Problem with transfering stock between locations and using the leading "0". 03/04/03 Version 5.9.16 Fixed Print Crystal Equipment List Fixed Re-Calculate Allocation info on multiple locations. Fixed Re-Index to support podrive. Move Inventory QTY to the Right. Change Editor.pas to use more with statements. 02/25/03 Version 5.9.15 QuickBooks Support now tells a system if it is taxable or not. 02/21/03 Version 5.9.14 Added support for Quick Books 2003 Sales man Customer List. (Initials is required on Salesman's List.) 02/21/03 Version 5.9.13 Added Printer Setup before Preview Crystal 9.0 02/20/03 Version 5.9.12 Adjusted Advanced Auto Estimating System Travel Hours calculations. 02/19/03 Version 5.9.11 Fixed Problem with Total Project after billing Freight and not Fixed Price. Fixed Problem with Total Billed on List & Status Value Report. 02/17/03 Version 5.9.10 Change FILBD Error to exit Project. Added to Register Key Search to support 9.0. 02/17/03 Version 5.9.9 Fixed issues with the Tech Scheduler and added Copy/Paste and Create for a Date Range. Added EST P.O. Export. Fixed problem wiht Advanced Estimator Mileage and Travel Hours. 02/14/03 Version 5.9.8 Fixed problem with editing hours on autoestimating. Fixed total labor hours tally with mileage. Partial Fixed Mileage and hours calculation for auto Estimating. 02/12/03 Version 5.9.6-7 Fixed problem with Multiple Location Screen. Fixed problem with Fixed Cost and Cost + Projects. 02/11/03 Version 5.9.5 Add Customer Filter to Project Transfer. Fixed Uiventory Update server for index not found. 02/8/03 Version 5.9.3 Fixed problem with Subtoral Line "2" time. Added Breakout of O/F Lines to Extended Data. Create new Inventory Update Server for the Citrix Server. 02/5/03 Version 5.9.2 Fixed Problem with Est-At-Cost on Returning to Cost screen % Changing. 02/5/03 Version 5.9.1 Fixed Problem with R-Calc and putting tax in Projmast with fixed price on. Fixed problem with Recurring Billing Remove Spaces on Invoice Printing. Added Stop Cable Roll-Up for QTY Over Reel Price. 01/31/03 Version 5.9.0 Added Flag Semifore for Inventory Update Server. Fixed Problem with with Tax in Estimate at cost, Set Total. Added Support for Crystal Reports 9.0. 01/29/03 Version 5.8.140 Added Notifier PO Export to System. Fixed Problem with Require Get Percent on New Project. 01/23/03 Version 5.8.139 Fixed problem to turn off tax on Lumpsum Proposals. Fixed Problem to Turn off FGT on LumpSum Proposals. Added Debug Capabilities to Update Inventory Server. Fixed Problem with PURLOG. Made Set Fixed Price always include FGT as Cost to match Extended Data. 01/23/03 Version 5.8.138 Fixed problem with Project Total Hours adding in Progress Billing Lines. Fixed Problem with Printing Job Cost Labor Lines. Added Multiple Project Replicator. 01/23/03 Version 5.8.137 Added Capabilities to allow Quickbooks Export to accommodate Separate Tax Rate Export, State, County, City. 01/21/03 Version 5.8.136 Added Project Class List on List Tab. Added Project FixedCost and CLass fields to Report head.dbf. 01/17/03 Version 5.8.135 changed Terms Coded to be a string. Changed Auto Estimating to use single tech and travel. set Received field for qty field for "C" lines. Fixed Problems with PURLOG file. 01/17/03 Version 5.8.134 Fixed Print Report to post extra data in Project. Fixed problem of asking ro 2 letter ID on creator of Invoice. 01/15/03 Version 5.8.133 Fixed problem with multiple costcodes displaying in list. 01/14/03 Version 5.8.132 Fixed problem with RePrint on Recurring Billing. Adjusted Laser Service Tickets. Added Debug Capability to Great Plains Export. Added Labor Hours to Print output files. Added Remove Non Asci Character to Recurring Billing. Fixed Reprint Problemt with Recurring Billing. 01/13/03 Version 5.8.131 Fixed Item Class to do Print Screen on Inventory Screen. Move Date Due on Servive 2 Ticket. Removed Class and UOFM for Greate Plains Project Administration. Added Memo box to tell progress of GP,PA. Added Re-Set Hours Button to re-set hours back to Default Hours from Inventory on the Auto Estimating. Fixed Problem of cost getting to print project for detail lines. Added Cost Codes to Print file for project reports. Moved Instock ammount to new location on Inventory screen. 01/09/03 Version 5.8.130 changed Cost to not include tax and added an new check box to include tax on cost to project. Added Billingtype to Greatplains Export. Addde Crystal 9.0 Report Capatablity Change assembly arrays to Top Menu 01/08/03 Version 5.8.129 Added some new enhancements to the Technician Scheduler. 01/07/03 Version 5.8.128 Fixed Security Problem 01/07/03 Version 5.8.127 Fixed Problem with Printing standard Assemblies Fixed Problem with Export to Great Plains. 01/07/03 Version 5.8.126 Minor Update to Estimate At Cost 01/06/03 Version 5.8.125 Added Default Project Manager field in F&S, SS, General 2 that is filled in on New Project. Improved the Delete Not capabilities of Job Notes. Change Inventory Screen to force yuo to press the Edit Button to Make Changes. 01/06/03 Version 5.8.122 Added Sales TaX Authority to Peachtree ARE Export (uses the Acctg Tax Id Field) Added Maintain Industry List to Top Menu Modify Peachtree to use Accounting System Tax Code intead of Project Tax Code when sending to Peachtree. 01/06/03 Version 5.8.121 Made some minor changes to Estimate at cost. Finalized Technician Scheduler Software. 01/03/03 Version 5.8.120 Added "Site Name" Option as field on New Project, Edit Project, List Status. Added New Tax Line type call ":-SUB" (Sub Contractor) which is not taxed unless checked in Maintain Taxes. Change to Option Add FGT, Etc as cost in the calculations now includes Taxes as well. New Feature to Estimate at Cost Called Markup Everything (Fgt, Bonds, Taxes, etc.) Fixed Password to properly accept a 10 character Password. NOTE: 1)In an “Estimate at Cost” project, general accounting methods do not remove costs such as freight, tax and bonds from the GM calculation. By including all of these costs, the GM displayed in Project will more accurately reflect Accountings reported GM. 2)Again, even for Itemized projects, Accounting reports GM as a calculation based upon ALL project costs. By calculating GM after the addition of all costs, Project will more closely reflect the GM reported by Accounting. 3)A line type that is non-taxed will provide a method of adding costs to contract projects such as subcontracts. “C” lines cannot be used as they add labor hours to a project. 12/27/02 Version 5.8.119 Fixed problem with Previous History Screen. Eliminated shared variables 12/18/02 Version 5.8.118 Change purchase log to use REFERRALDT in purproj to internally track that a project is tied to a po. Fixed Problem with DLL Error on Print Laser Invoice. Caused by Pervasive being installed in Delphi 3.0 12/18/02 Version 5.8.117 Fixed intermettent Problem with bringing up the Inventory List Screen 12/18/02 Version 5.8.116 Change Cost Code Lookup to be in front of Desc. Fixed Problem with Travel Calculation. Fixed Problem with Auto Estimating with new version. 12/17/02 Version 5.8.115 Modify Cost Code Screen to have multiple labor Rates. Modifued Product Code to have Multiple Labor rates. Interface added to Great Plains Project Administration. Make O Lines print on Customer Work Order Form. Stoped Editor from doing the Find "z","z". Added Edit Return Date, Technician, and Complete date from List & Status, Set Percents. Added Cost Code to field Assemblies. Added Received by Field on F8 of the Editor. Added two fields to Sales Persons List for Greate Plains. Cleaned up Auto Billing System. Fixed Move Project to not error on Misssing ini file. Added Order field to Project Status so you can set the order of Status on List & Status 12/1/02 Version 5.8.113/4 Fixed Manual PO to pick up Default Terms Vendor File. Fixed Recurring Billing to separate GL codes by product code on Recurring. Added Sort Field on Invoice Printout for Group Invoices. Added Tax Summary Listing at bottom of invoice charges for Group Invoices. 5.8.106a 11/26/02 Fixed Problem with Technicians List in Heading Section. Added Feature to stop the Defautl Labor Charge and Cost from being updated after changing in the cost/unit fields Minor Structure change to ProjMast. 11/17/02 Version 5.8.111 Change if the Product Code is change in a Project, the Labor Rate will follow the new Prodcode. 11/17/02 Version 5.8.111 New field in Filbd and Repeatbl Combined Product Code and GL Table Added Multiple Labor Rates to each Product Code Pending Editor, New Features: 1. Edit Auto Estimate Hours on a one by line basis 2. Add Labor hours to E Lines for tally purposes 3. Auto calculate of Project manager Time (2) 4. a. Auto Calculate Travel time based on Distanace and default stayover distance (60) b. "L" and "C" lines that are not Auto Lines ":" will be counted in the Yours. c. Auto Calculate Stayovers for work yours greater than 10 hours d. Project Manager 1, 2 uses Labor Rate 6 and 7 as defined by the Product Code. Added Status for after Packing List. Fixed Problem with Job Cost Report and Index Problems for canada clients. 11/12/02 Version 5.8.110 New field added to Prcust.dbf Not Visible at this point. 11/12/02 Version 5.8.108-9 Fixed Problem with Login and Enhanced Security 11/8/02 Version 5.8.106 Added Hours to Project Reports Change Tab order of Duplication Work Order 11/1/02 Version 5.8.105 Fixed Customer Type Code for multiple offices. Changes to Workorder, Duplication Industry Change Change Import "E" lines to put the part number and description on the Desc line. Removed Local Server Drive Field (Sync Assemblies) Used Temp Folder. Add Units Field to Print Output for "P" lines so that you specify the units on printing. 10/17/02 Version 5.8.104 Fixed Customer List Export for Open System, Phone, Fax 10/15/02 Version 5.8.103 Fixed Problem with Video Vault remembering comments. Fixed Problem with Manufacturers Price List on Tax-Rate="" Fixed Problem with Workorder giving Error on lookup of Vault (Modal Error) 10/7/02 Version 5.8.101-2 Change Editor to Show Invoice List differently. Fixed New Ship Log Report to properly calculate Extended Costs including Cable Items. Change Cost in the Editor to round costs to two places. (This can be turned ON by turning on Floating Point Billing Tab). Add Preliminary Truck Allocation Capability. 10/3/02 Version 5.8.100 Added Delete Key back for Delete Assemblies, Scribed. Fixed New Ship Log Report to properly calculate Extended Costs. Fixed New Problem with print Assembies and long Descriptions. 10/3/02 Version 5.8.99 Fixed Problem with Check List Assemblies. 10/2/02 Version 5.8.98 Put Stop in Editor to Prevent Project From being corrupted. 10/2/02 Version 5.8.96-7 Disabled Assembly Qty Change and update. Added 8 more Custom Crystal Reports. Added Inventory Adjust Report. Fixed Printing Assembly Header with Long Description. Added Cost to Shiplog Report and reformated Report. 10/1/02 Version 5.8.95 Fix Problem of StocTran Error Message. 10/1/02 Version 5.8.94 Add No Update Assemblies on Synchronization. Fixed Auto Billing to accept a m/d/yy date format. Cleaned up Back Door Key stockes that could crash a project. 09/27/02 Version 5.8.93 Change AccPac to force Inactive Customers Active for Inport Purposes. Fixed Find Problem of Assembly New feature with Assemblies, you can now modify the A,C,E,U... lines on the Check List Assembly and the new text will appear in a Project. Fixed problem with Printing Customer Reports. (1.rpt Not Found) Fixed Packing List to select pre-selected Printer. Fixed problem with Editor intermittently trashing Projects, centered around P Lines. 09/25/02 Version 5.8.91-92 Fixed problem with Printing Invoices. Change Parts List Screen to have a "-" when looking up by Manufacturer-Partnumber. 09/24/02 Version 5.8.90 Change Rauland to calculate the Real Costs from List price and insert into Inventory Screen Fixed Forecast Report. 09/23/02 Version 5.8.89 Fixed Extra Fields Labels on Customer 2 Tab. New Spec Code Screen Cleaned up. Project Number assinged after saving the New Workorder. On Add Episode and Barcode fields made wider. Tab Order change don Vault Screen. 09/22/02 Version 5.8.88 Added feature to force Buy 1 price to Job Cost instead of Lastcost. Added Protection to "P" lines to not be changed if Allocation/Invoiced/Ordered. 09/20/02 Version 5.8.87 Fixed Recurring to make the effective date set the month range on printing. Add Combine Offices to List & Status Reports on Multiple Offices. (Must be in Home Company and Master on for this to work.) 09/19/02 Version 5.8.86 Brought Profile list to first screen. Fixed 2 letter Vendor Leading Code System. 09/18/02 Version 5.8.85 Added Profile capability to Transfer Project for Quick Remembering of settings. Added feature to allow for serial Vendor Code. Added DRAWING_NO field to Proposal Output which can be used for Printing Submittals Assuming the DRAWING_NO field in Inventory contains the name of the PDF file for the Item. Fixed Extended Data to allow exit of date field w/o error. 09/17/02 Version 5.8.84 Fixed Recurring Export to Accounting Added Purchase History Report 09/16/02 Version 5.8.83 Fixed Assembly and Auto Estimating 09/15/02 Version 5.8.82 Fixed Assembly and Auto Estimating 09/12/02 Version 5.8.81 On Project Import, the Renumber Capability has been change to renumber a from 01,02,...99 etc. to R0,...R9,RA,...RZ 09/11/02 Version 5.8.80 Added Feature where you can now markup "L" type Extra Lines. Turn on with Setup, F&S, SS, Editor, On Extras, Let the Markup System markup "L" Type Lines Fixed intermittent problem with StationCnt file. Fixed Intermittent problem with list and status listing Fixed Assembly problem so that now for a true assembly, the subsequent qtys will follow the change. 09/08/02 Version 5.8.79 Effective Date and Invoice Data separated on Recurring Billing Screen Video/Film Vault, New Security point 231 to allow Delete Titles Fixed Letter Head On/OFF on Print Proposal so you can table back and forth Add Crystal Report to List & Status and List & Status Show with Setup SCreen for Multple Reports in Setup, F&S, SS. Lists Add Purchase order Log Event with Report Add Creator to List & Status for Purchase Order using LostReason field. Add Alternate PODATE field Change A Fixed Price Item will Revert back to the Fixed price field with Re-Cal on the Editor 09/02/02 Version 5.8.78 Fixed problem with Station Count Reset Added NOSTOCKITM and ASSEMBLY to Equalizer for seeding Manufacturers Pricing 09/02/02 Version 5.8.78 Fixed problem with Recurring billing and Next Record that had statement OFF Fixed problem with lookup and setting Statement Flag. 08/28/02 Version 5.8.77 Fixed problem with Assemblies Autoestimating and Re-get hours Added PO Prefix to General2 do default PO of have a different letter that Projects Added Re-Try to FTP Download to prevent access violation Added A failed Download List should not stop the Import Process from restarting 08/26/02 Version 5.8.76 Added Crystal for Work Sheet and Job Cost Added Character Limit of 64 to A/X/ lines on New Project Added Overorder to Re-Order Report. First attempt at fixing autoesting and assemblies. 08/23/02 Version 5.8.75 Made Vendor First Letter Setting in F&S, Editable. On Kall Scheduler turned off Forward/Send buttons. Fixed Sync Assemblies. 08/22/02 Version 5.8.74 Fixed Packing List to support Crystal Reports. 08/20/02 Version 5.8.73 Fixed Assemblies to properly put the "H" in the Stock Record. 08/15/02 Version 5.8.71 Fixed issue of List out of Range on the Editor Landed Cost added to Job Costs when Items are allocated to Projects. Added Trap around Update Prices Server. 08/12/02 Version 5.8.70 Added Require % Get on New Project 08/10/02 Version 5.8.69 Fixed Problem with AutoStatus to not give you an error message when starting up. Added Auto Re-Get Hours on Estimating. On Sync Laptop, added files PRCUSTTP.DBF,InvTerms.dbf,InvTerms.mdx, stoccust.dbf,stoccust.mdx to the sync system. On Sync System, the system now keeps the Company Name that is in the laptop instead of copying the company address and contract coded from the Office to the Laptop. Added Security point 169 to allow editing of Lock Auto Estimating Hours. (Lock in Setup, F&S, SS, Editor Tab.) 07/25/02 Version 5.8.68 Added Security Points for Job Cost on top menu. 160 Post Additional Job Costs 161 Add Change Orders 162 View Job Cost Report by Job 07/24/02 Version 5.8.67 Fixed Problem of Project TypeCust and Industry Fixed Problem of not being able to edit the status on the Editor Added Top Menu, Task, Job Cost functions with security points. 07/18/02 Version 5.8.66 Added Report Vendor, Full Address Report. Fixed Purchase Order to include Company Prefix. The "T","E" lines now functions in non Recurring Projects. Added shipvia dropdown to Packing List print. Fixed Terms button on Editor, Heading Screen Fixed Problem with Abandon Project with Leading Project Number Letter. 07/03/02 Version 5.8.65 Added Feature: Ask DueDate on Status Change Create Customer and Edit Customer Date fields are not Locked. 07/02/02 Version 5.8.64 Fixed Subtotals on Invoices to show .00 New Vault Capability where the fields are not forced with leading "0". This will not work with the Film Vault. Video/Film Vault is now controlled by System Setup instead of Commandline WRS=YES The Billing Address is now functional on Extended Data. This address field supersedes all other addresses for an Invoice. 06/27/02 Version 5.8.63 Change Dove Net Proposal Layout with option to print old format. Added Debug On exit of Project. Fixed "E" lines to Equipment Log 06/27/02 Version 5.8.62 Change of Delimiter for "E" lines from ", " to "|" (If you put a Part Number and the "|" character in a description line, the system will put the Part Number in the Part Number field when printing Proposals.) (All Dove Net Supplied Reports including Crystal have been modified.) Change The All Caps feature for Customer/Item Lists Vendor/ has been broken up so that each can be turned on. (You can turn these on separately by going to The Customer, Inventory, and PO tabs to turn this on, respectively.) Fixed City_Tax at Cost function on Invoices. 06/26/02 Version 5.8.61 Fixed Problem of the Return Date to get to List & Status. Fixed Problem of Changing Company and the System remembering the Previous Companies 2 Letter Suffix. Added ShipVia to Packing List Dropdown. Added Wider Part Number son POs. Change "A" lines for Pos now follow the Dropdown to PO set in Setup, Lists, Po A Lines. Fixed Import tool to accept an "E" lines on the First Item. 06/18/02 Version 5.8.60 Improved Ordering with Carton Quantities. Improved Check Minimum Stock Ordering System. Fixed Problem with Shift F5 on Project with Dedicated PO. 06/10/02 Version 5.8.59 Fixed AccPac Future AR Posting. Added Width of 8 to Video Vault Added: The Return Date Field can now be relabeled to another name. (Setup,F&S, SS, General 2 Tab) 06/05/02 Version 5.8.58 Fixed problem with the correct taxcode going to the shipping address of a Project. Added features to accommodate a New AccPac (Dos) Customer Fixed Multiple Location to mark Items Discontinued. 06/03/02 Version 5.8.57 Change Manufacturers Price List to accommodate Rauland. 05/29/02 Version 5.8.56 Change Missed Expectation Report to follow Multiple Companies. Fixed Alternate Po Address for Home Company. Fixed List & Status Export. 05/18/02 Version 5.8.55 Fixed Missed Inventory Expected Date to not use Paths in SQL statement. Added Long Description to Manufacturers Price Import. Added LitVendor and Labor Class. 05/18/02 Version 5.8.54 Added On Order Capability to Allocation Report Fixed Purchase Ship Address to Auto Save. Modified Update Server show Status of Update. 05/17/02 Version 5.8.53 Fixed Print Problem of "Sourcenmlt" field on Printing. Fixed Problem with Inventory Overorder Report to reflect Overorder Purchase Orders. 05/15/02 Version 5.8.52 First Introduction of W.I.P Report using Crystal Reports. (List & Status, Value, Special Reports, Wip.) 05/15/02 Version 5.8.51 Changed Inventory Update Server System. Added Log File to AccPac Future Posting System. 05/06/02 Version 5.8.50 Change AccPac Order of Importing Customer List. 05/06/02 Version 5.8.49 Change AccPac to use Tax Class based on Taxable. 05/06/02 Version 5.8.48 Fixed No Update for Service Locations on Multiple Locations. Added "A" lines to Excel Import Added Hours Glass to Import button. "E" Line on Import now caries Manufacturer and Part Number to Description. On Alternate Vendor Screen, in the Live Find field, the Down Arrow and Up Arrow Now move up and down the vendor list. If you set the Default Vendor on the Alternate Vendor Screen, the system will bring up the Update Multiple Stock Screen. Fixed problem with Auto Billing. 05/01/02 Version 5.8.47 Fixed Problem with $Dollars to Acctg on Top Menu showing up. 04/30/02 Version 5.8.46 New Feature to Send "E" lines to the Inventory Sales Log that is based on "Snd E" on the Definition of Product Codes. On Multiple Locations Systems, there is now a Location ID field when looking at Missed Expect Date. Fixed Customer List Screen to fill the screen when you go to list mode. On Extra Screen on Invoices, there is now a Invoice Full Button. 04/10/02 Version 5.8.45 Fixed Problem with creating POs. 04/10/02 Version 5.8.42 Fixed Dedicated PO to allow for Phone Number longer that 12 characters. Fixed List & Status Detail report to show total billed. Added House Button on Ship Address Fields where you input your House Address. Fixed Take Button on Customer List to insert address to ship address of project. Added Default Type Customer input on Customer List Tab. Added the ability to specify the Invoice Print Form by Company. (DLL) The Product Code can now be turned OFF as a required field. * * * Use Tax Code to decide the Product Code for Billing. Added AccPac Future Post of AR Records to Accounting Capability; Fixed Problems with Crystal Report that need to print in Landscape format. Put "LS_" as the first Three Characters of the Report Name On Screen. Project will Strip the Two Leading Characters from From the report name to find the report without the LS. Report Screen Name LS_Proposal.rpt Actual Report Name "Proposal.rpt" On a Complete Invoiced Project the System will put the Last Invoice Number that was used against this project. 04/10/02 Version 5.8.42 Fixed AVCost to Invoice Summary Change Dedicated Purchase Order Screen to Default "D" 04/08/02 Version 5.8.40 Structure Change to ProjMast and Sub Lists. Structure Change to Comploca.dbf. View PO is now Available from the F8 Screen on a "P" line. The Lack of Enhanced Security Point 143 Stops a person from Editing The Customer List Credit Status. Custom Report Added to Reports Custom. Add Multiple Location Inventory Exclude Option by Location. Add Crystal Reports Custom Report Print System Put Crystal Report Name on Printing 2, Report Name Column. Put Report Title in Title Field on Printing 2 Fixed Multiple Location Price Update to handle Locked records. Add Average Cost to Invoice Summary Option (Setup, F&S, SS, Inventory Tab) 03/28/02 Version 5.8.39 Fixed Problem with Re-Cal and Finding Break Quantity Prices. Fixed LBR lines to properly print Extended Amount. You can now put a 1 or 2 letter Prefix to project No. When you have the Two Letter Suffix Turned on, it makes the List Defaulted on. Fixed Link to Timberline to not make the Clients Inactive. 03/24/02 Version 5.8.36 The Equipment/Model/Date and Account field have been turn off and can be turned on by going to Setup, F&S, SS, Customer Tab. 03/24/02 Version 5.8.35 Fixed Problem with Sales Rep name getting to Quickbooks (200x) Added Restriction to Missed Expect Date to only show projects that are open and not complete. Fixed Purchase Order Menu, Shopping List Prices Change Color or Un-Required Fields on Customer / Vendor / Inventory Screen 03/20/02 Version 5.8.34 Some Changes were made to Transfer Project so you may have to make some adjustments to the Transfer Screen before use. Extra Fields Labels on Customer List Screen are now Settable. New "Auto Est"imate Button does the Tally of Hours. In the Editor, the Insert key now follows the F11 Key to Insert a Line. Option: you can now have the System Ask to Process Allocated, but Un-Selected Items on Billing. Fixed Problem with Editing "P" Line Cost and then creating purchase orders. On Sub Totals Assemblies with one price will correctly report totals. In the Editor, the (ESC) key will cancel the keystroke and return you to the "M" column. Add Edit Project 2 Letter Suffix to Top Menu, Maintain Project 2 Letter Suffix. Manufacturers Price List Import now creates the Audit Trail. New Fields added to ProjMast.dbf, Functional: Region, Location Not Functional: FIXEDCOST, QUOTEXPDAT, ACTPCOST, ACTLCOST, ACTXCOST, ACTFCOST, ACTTOTCOST, ACTLBRHOUR, ACCTGSYNC, SHIPPHONE Remote Station, price lists synchronization is now working, Audit Trail is required. (See Future Documentation) Master Contract Code Field is available on Customer List to be passed on from customer to Project. Added expanded customer code system, which will number Customer Codes by 2 letters plus a numeric Number. Added Required Class Field to New Project. Update Manufacturers Price Lists Rounds up the Cost_of_1 when computing Cost_of_1. 03/09/02 Version 5.8.33 Updated Crystal Reports Add User Password Change to Enhanced Security System. * * * Passwords are now Hidden on Enhanced Security Screen because you can how have the user change his/her password on Login. Add Edit Extra List to Top Menu, Maintain Extra Lists. The Next Update will be a Major Structure Change. 03/02/02 Version 5.8.32 Fixed Print of Statement on Recurring Billing. Fixed Company vs. Location Print on Recurring Billing. 03/01/02 Version 5.8.31 Fixed Problem of Net Figures on Editor with Shipping and Handling. Added Crystal Reports for Service Ticket. Change Crystal Reports for Equipment List. Fixed AutoEstimating to allow for partial Labor "Y,N,Y,N" on Items. 02/22/02 Version 5.8.30 Added New Form of Estimate at cost where "P" lines come in at cost and "E" lines present the Selling Price of a project. (Turn on with Estimate Type "E", Editor Tab) Change Estimate At Cost can how be turned off for a Project by a Check box located on the F9 (Setup) Screen. Fixed List & Status to Close the Screen Faster. 02/22/02 Version 5.8.29 Fixed Problem with Clearing Recurring Bililng. 02/21/02 Version 5.8.28 Fixed problem with Printing Group Invoices on Recurring Billing. Fixed F6 Key on Part Number LIst by Manufacturer Description. Fixed E/L/P lines to allow editing of Unit Price for Progress Billing Lines. 02/20/02 Version 5.8.27 Change Recurring Billing to use the Effective Date (COM1DATE) to start billing an account. 02/20/02 Version 5.8.27 Added ability to turn OFF Group Code going to Accounting by Location. Fixed problem of List and Status gett Listing Error. Change ReCal to only work with Fixed Price Off. 02/18/02 Version 5.8.26 Ship Address and Billing Address are now 40 Charaters Wide for the First Field and 30 characters wide for the rest. For the Timberline System, the system will allow you to have two or more Vendors with the sames ID. Added PO / Bill Address to the System that can be different than Company Name. (Setup, F&S, SS, P.O./Billing 2) With Multiple Locations, you can now Choose a different Address for the PO or Invoice by entering the ID of the Location address that you want to use. Enter "XX" if you want the Home address to be used. 02/14/02 Version 5.8.25 Fixed GroupCode Printing on Recurring Billing. Fixed problem with using Adjust Inventory for Cable Items. (Run sql statement with Maintain Databases) Update stock set avcost=cost_of_1,lastcost=cost_of_1 where serialitem='M' The Equalizer will now convert a price list even if there is not item description. Manufacturers Price List import will not not overwrite a description if the source Description is blank. The Phase Field (F8) is now functional on ELC Lines. Purchase Order will only Generate with "P" lines. Cleaned up Cut and Paste. (You MUST be in the far Left column to do pasting.) Fixed Year Product Report to properly report Labor. Fixed Re-Cal for Purchase Orders to properly get costs. Added Missed Inventory Received Report Added Printer Drop Down for the Inventory Reports. 02/7/02 Version 5.8.24 Fixed Recurring Billing to send to the correct Group Code in AR (Peachtree Accounting). Added Consolidate AR Send for Recurring Billing. 02/5/02 Version 5.8.23 Fixed Recurring Billing to send the correct Tax code for Peachtree Accounting. 02/1/02 Version 5.8.22 Fixed Purchase Order Ship Zip Code 02/1/02 Version 5.8.21 (General Broadcast) Added 4 Language field to the Video Vault File. Estimate at Cost turns ON Lumpsum on Invoices. Drop Ship POs, now automatically put Total Ship Qty as Allocated Qty. On Purchase Order Ship List, a phone number is added which is put on the Po Ship Address. Fixed index problem with select Taxcode on New Project. Fixed Reference System to ProjMast Added Street Index Customer List and Vendor List Lookups. Cancel Button on Ask Inventory Level now Stops the Allocation process. 02/1/02 Version 5.8.20 Fixed Business works to send a Freight Only Invoices. Fixed Est at cost to allow to print a proposal and not have Lump Sum on. This is not recommended but some people have found it to be ok. Fix: Made Tax Code Lists Read Only. Added Line by Line Posting Capabilities for the Extra Costs on a Project. 01/30/02 Version 5.8.19 Fixed Problem of Purchase Order, Listing, Edit and Print Added Up arrow to indicate more records up and arrow down to indicate more records down. Fixed Price turns off Autoestimating. Fixed Assembly to properly look up. 01/28/02 Version 5.8.18 Fixed Invoicing to send Multiple GL for the Extras to Platinum Fixed Editor to Properly use L lines Filed Editor to Properly use L line on Estimate at cost. Lock Project Must be turned on in System Setup, Editor Tab. (This has been causing may tech support calls.) * * * You will have to Turn Lock Project Back on to make this work if you have been using it in the past. Fixed Video Tape Duplication "VHS-DUP?" Look up system. Fixed problem with Check for Project with all parts in. If a P Line is sent to a PO and the Item has No Cost, then the Project Editor Line cost will be send to the po. If you Leave the description of a part blank or the First 5 characters of a part Description is BLANK in Inventory Like for Subcontractors, then the system will transfer the description of the Project P Line to the PO. NOTE Video Tape Duplication "VHS-DUP?" Look up system. 01/22/02 Version 5.8.16/17 Fixed Re-Cal on List and Status to properly count the hours to a Project and post in projmast. Fixed Fixed Price Fields to show on Estimate at Cost. On Estimate at Cost, the Markup/Set Total check boxes now auto select when manual entry is made. Added Clear Other Assemblies Button to Assembly System. When you create an Assembly, the system clears the other assemblies. 01/20/02 Version 5.8.14 Added Landed Cost Field to Inventory Screen Added No Landed Cost field to Tax Code Record. Fixed Problem with Update Prices (Multiple Locations) to properly update SourceNum and the Literal Fields. Timberline, Update strip leading "0" off Project Number Check for valid date on Expect date on POs. 01/18/02 Version 5.8.13 Fixed Recurring Billing printing on Dove Net Invoices. 01/18/02 Version 5.8.12 Fixed Crystal Reports Print Copies. The Project Editor will no longer re-size when you are in one of the Money Fields, Qty, Unit, Extended, and Description Purchase Order Numbers are now remembered so that when you edit a PO the system remembers that PO #. Added Status to Receive PO, Notification Project Description. Fixed F6 On Part Number Lookup. "O" Lines can now be canceled on. 01/15/02 Version 5.8.11 Added on Re-Cal the testing of Quantity Break for Cost Fixed Parts List, Discontinue to go RED on Discontinued Items. Fixed Enter Transaction to properly update Cables Costs. 01/11/02 Version 5.8.10 Fixed Timberline Job Cost Export. Added Title field to Security. 01/11/02 Version 5.8.9 Fixed Auto-Estimating System. Fixed ++ Address System on Recurring Billing 01/10/02 Version 5.8.7/8 Fixed Auto-Estimating System. Added Date Range Description to List & Status. Change Recurring Billing to print Tax Break Down on Group Invoices. 01/10/02 Version 5.8.6 Fixed Problem with Cable printing on Invoices. Fixed Problem with Listing Items on the Inventory Screen. Added Equipment List as a Crystal Report option. Added Error message to RcvPO.dll 01/07/02 Version 5.8.5 Added Select Printer on Billing Menu. Follows the Default Printer set on Setup, Local Printer Setup Fix, Allow Customer List, Get from Goldmine Button to work after pressing Add Customer. Added Group Code Look up on Recuring Button of Customer List. 01/07/02 Version 5.8.4 Fixed problem with Print Project on Non Dummy Customer. Fixed Sales Log Report for correct Item Class. 01/07/02 Version 5.8.3 On Group Invoices, show actual location name & store # instead of name set up under grouping code. Add City/State to location address to be printed on both Group Invoices and Speedies. Give breakdown of GST and PST amounts on both Group Invoices and Speedies. This is already done for Misc. Invoices. Have computer put a footnote on bottom of invoices showing what period we are billing for on both Group Invoices and Speedies. Fixed Printing on Misc. Invoices, street number on ++ Invoices Template for printing Group Invoices needs to be altered to fit our forms. Finish programming for storing recurring billing data for reprint. Change Period To Date Sales Log (ie: salesman sales) to show first 4 columns only. Modify system to allow Read Only Access to Active recurring billing info. from customer file. Add check points in system so that it will not generate invoices under a Dummy customer number such as those I have set up for sales to use for Proposals only. Added. Change Customer Credit Status to Dummy. This will prevent Allocation or Billing against this customer or Printing Service, Job Cost, Rental Orders, etc. 01/05/02 Version 5.8.2 Fixed Re-Use Po On Group Invoices, the Location Name Printed on Invoice On Group Invoices, the ++ or + address is ignored. 01/03/02 Version 5.8.1 On Receive PO, If the Stocktran Record is not found, the system will add a stoctran record with "Pur" in the person field. On Packing List Print Complete and TotalShip= Order Qty, the system will clear the location field and put in the SerialNum field the old location. Fix Update Inventory on Change Cost In the Editor. Add Sales Log to End Of Month, Clear Allocation. 01/03/02 Version 5.8.0 Changed handling of Vendor to use Stock Tran instead of Stock to report who the supplier is. Added Cancel Button to Turn OFF the Part Number NOT Found Message. 12/29/01 Version 5.7.98 Fixed problem Stock not in Insert / Edit Mode; 12/29/01 Version 5.7.97 Fixed problem with Timberline Job Cost Export; 12/28/01 Version 5.7.95/96 Fixed Problem with Salesman's Notification and 8 character login IDs. Fixed Problem with Invoice on Items with incorrect Vendor Info. Added Update Inventory on "P" Line Cost Change Point Shoot. Fixed Problem with Security and Edit Vendor. Improved Auto-Estimating Screen. 12/26/01 Version 5.7.93/94 Fixed Problem with Receive PO, C:\data\data2 problem. Formated Multiple Warehouse Data. Fixed Problem with Up Arrow on Editor Fixed Problem with Re-Use PO on Multple Locations Systems. Correct Problem wiht Subtotal on Invoices and Tax Statement. 12/26/01 Version 5.7.92 Change Multiple Locations to allow for 2 Decimal Place on the Quantity. Force Status Changes Screen to come up after Invoices. 12/25/01 Version 5.7.91 Changed Method for station Count which should reduce the errors that were being experienced. Fixed Problem with F4 On Invoicing to properly select all Lines. 12/24/01 Version 5.7.89/90 The Technician field for New Project and Edit Project, has been changed to Prtech.dbf. Edit with Maintain, Technicians. Job Cost, Posting, can now be access fom Top Menu, Task, Job Cost Posting, Post Labor Hours New Feature where the Commission List can be centralized (Default) or localized by division. (Activate on General 2, Separate Tech/Sales Security Point has been added to Sales Report, Top Menu Secuirty Point 157, added to Post Job Cost Security Point 180, Added to Maintain Technicians. Security Point 118, Sales Report Top Menu Tightened up Security on Vendor List. 12/19/01 Version 5.7.88 Fixed Problem with Enhanced Security when moving between records. Fixed Recurring Records not edit tax codes on generate invoice. 12/17/01 Version 5.7.86 Clean Up New Project and Print Project for Purchase Orders 12/17/01 Version 5.7.85 Added Part Number Search Capablity on the Part Number List Screen. Added Multi-Item Shop Capablity for the Editor. (F8 to activate) Fixed Extras Posting that did Double Costs to Job Cost Report. Improved E-P Conversion to put Vendor Info on Inventory Screen. 12/13/01 Version 5.7.84 Group Code Field Added to New Project and Edit Project and List & Status. Future Billing is now Posible with Auto Billing. (Set in F&S, Billing Tab. Added Tax Capablities on Estimate at Cost for Labor and Freight 12/13/01 Version 5.7.83 Worked on New Enhanced Auto-Estimating System Fixed problem of Status Change where the List does not exists. 12/11/01 Version 5.7.81/82 Added Reindex for Stock Locations Added Inventory Link field to Select Vendor Screen Fixed Item Class on Inventory Screen 12/10/01 Version 5.7.80 Imporved Auto-Estimating System Added New Enhanced Auto-Estimating System 12/07/01 Version 5.7.79 Fixed Group Print on Recuring Billing Added City to the Customer List Print out. Error Messages are now given when login fails. On Recurring Billing Screen, the Stop Date is now a Required Field. Error messages are now given if the Auto Estimating fails to create labor. 12/04/01 Version 5.7.78 Added Class Field to Sales Log Report. Audit Trail added to Delete Customer, Recurring and Inventory On Delete Item in Multiple Companies, the system now deletes across locations. On Inventory Count Report, Removed Source/SourceCode, and Vendor Part Number and made Description Longer 12/04/01 Version 5.7.77 Fixed Dollars to Accounting Icon. 12/04/01 Version 5.7.76 Fixed Dollars to Accounting Icon. Move Phone Number over (right) on Proposals. Fixed JobCost Link to Timberline Accounting. Added Icons to List & Status and Show. 12/02/01 Version 5.7.74/75 Add Icons to Top Menu Buttons. Cleaned up the Vendor Screen With Enhanced Security, Button go Invisible when not active. O lines supported on Assemblies. (Put Leading LPF as first character of Description else a "L" is forced as the "O" line type.) Fixed Extended Data Lookup by Customer. Fixed "A" as first Line type of Assembly. Fixed Skip Header on Assembly and Auto Estimating. 11/25/01 Version 5.7.73 Added Update Inventory Server for Multiple Locations Fixed Update Prices for Multiple Locations Added Buy 1 (Check Box) as Cost on Inventory Reports instead of Average or Last Cost 11/25/01 Version 5.7.72 Fixed Problem with assigning Default Vendors for Items. Added Purchase Order Buyer to the Editor F8 Screen. 11/25/01 Version 5.7.71 Added Accounting terms to Terms list for AccPac Added Show Users to Task List Fixed Search by Part Number on List & Status Tax Added to Print Job Cost Report. (Not Calculated in GP Figure) Error Message added to System When Printing Projects or POs. New Feature "Allow No Default Vendor" will let you hot have a default Vendor and force up the Alternate Screen when there is not Default Vendor to select a vendor for purchasing. 11/20/01 Version 5.7.70 Added Right Click Helps Key to Editor With Multiple Companies Statuses are common to the Primary Company. This can be set back to the original position by checking "Separate Statuses" on General 1 tab List & Status Improved functionality including Drop Downs Partial Technician allowed for List & Status to allow for more than one tech. Fixed E Line for One time PO and Invoice Added Index to Enhanced Security Fixed Word Wrap for Part Number on Proposals. Fixed Timberline Accounting Export from Project 11/18/01 Version 5.7.69 Fixed Change Company to properly handle different Addresses Fixed Problem re-print packing list Fixed AccPac Export (Windows) Fixed Timberline Export to remove Region "Z" lines now work on Work Sheets Added Compress to Repair Index for XXXList and XXXFILBD 11/2/01 Version 5.7.68 Fixed Problem with Windows AccPac Import 11/2/01 Version 5.7.67 Fixed Problem with Project Import Tool on part Number Listing. 11/2/01 Version 5.7.64 When running Multiple Inventory Locations, the system will now prompt you whether you want to update the Other Locations. This can be turned off with Inventory tab, No update Inventory Locations. Inventory Assemblies now will not let you have Proposal Detail and One Price checked at the same time. Inventory Special Cost with Security Point 208 will supersede other costs when getting costs for a Project. Turn ON with Inventory, Special Cost 11/2/01 Version 5.7.63 Start of Multiple Inventory updates. Fixed Street Function of List & Status Fixed List & Status Re-Fresh List. Added Time In to Service Ticket 11/1/01 Version 5.7.62 Fixed Tax Codes problem 11/1/01 Version 5.7.61 Fixed Problem with Status Change on (Beta Version) 10/30/01 Version 5.7.60 Crystal Version Available for Customer Work Order 10/22/01 Version 5.7.59 Tax Codes now have no leading spaces in Tax Codes. We also support a six Digit tax code. Also you can now look up tax codes but state, County, and Accounting System tax code. Various Accounting System will support a Character based tax Code. The Manager's field is now filled in with whoever issues a PO and is Searchable on List & Status. 10/4/01 Version 5.7.58 You can now Print Purchase Order through Crystal Reports. Sample will follow. Shipping and Handling is now capability to be calculated on cost instead of Sell Price. Set Check Box on the Editor Tab to make this change. Added Hide field in Product code to be set to True for those Product codes that you do not want seen in New Project and Editor Heading Section. Added New field "Group" in the customer list that is pasted on to New Project to make listings of Project but Group. 10/4/01 Version 5.7.56 Fixed Problem with Save Heading. 9/25/01 Version 5/7/52 Tighten the Security as to statuses. If the user has restricted statues, his list must be complete as to which statuses he can choose. On New Project, the list must exclude any statues that are marked as active (billing Tab) so that they will excluded from his list. 9/21/01 Version 5.7.51 On System that use Multiple Locations, the status list is now set to the base Company. Fixed Problem with Status Change and Master ON. 9/20/01 Version 5.7.50 Crystal Version of Custom Packing List Added. Delivery Date of PO now is fed into Expected Date of Items to be received. Future Programing will let you do Global Post. 9/18/01 Version 5.7.49 New Feature: On Printing 2, Tab, you can enter the name of a .dbf file that will be copied in to the Temp folder for Printing from the Data folder. This can be used to set some custom field that can be used by Cyrstal reports for doing custom report. Also a New button will appear in the Heading section of a Project allowing you to edit that file. It must be a DBF file and you must save any changes in the Database Editor before leaving the Database Editor. The Pro-Net Field can now be used to add to Cost_of_1 (Buy 1) as Landed Cost. I.E. If you turn on the feature, (SS, Editor, Tab) and if you put a 10 in the Pro net field, the system will add 10% to the cost for Shipping & Receiving. ON the Next Stock.dbf Structure Change, I will probably add a field for this specifically. Customer List, Print is now is Company name Order. 9/11/01 Version 5.7.47 The 10% should be added to our landed cost for costing on the Pro-Net Field. Option turned on in SS, Editor Tab New Feature: Alternate Vendor is now available on the Purchase Order Screen (F5). Press "A" to activate. The system will let you add new Vendors, Select a vendor as an alternate and record that alternate for future use and knoledge. Removed auto check for all parts in after receive PO. Press the Check for all parts in Button to achieve the same results. New Document Support.txt contains Tech Support information. Avaiable under Top Menu, Setup, Support.txt Fixed Problem of a Description Field going blank until completing the a line. 8/31/01 Version 5.7.44/45/46 Fixed Problem with Printing Tax on Recurring Billing. Changed Inventory Report to label the field Cycle Count to Type. 8/30/01 Version 5.7.43 Fixed problem with Loading assemblies that have NON "P" lines. Renamed the Data Ext. Button to Ext. Data on the Editor Screen. 8/20/01 Version 5.7.41/42 Added Purchase Copies to Local Printer Settings. The Alt Price Code field on the Customer List is now locked and can be un locked on the Customer Tab. Added more capabilities to import Excel Parts List as assemblies. Added Reference System to Editor. Change Structure of Prcust.dbf, JbCstLog.dbf, PRcstlog. New Option: On Po Tab, you can Turn off the Manufacturer's ID from printing on PO. look for "PO Print, Turn Manufacturer ID OFF". New OPtion: on Billing Tab, you can now turn off the Manufacturer's ID from printing on Invoices. look for "Print Manufact ID OFF" I have added a new field in the customer list called ACCOUNTCOD which is to be used for the Alarm code. Previously this field was extra16. I you have already filled in account codes, you can move the data from extra 16 to accountcod with the following sql statement. (Maintain, Databases, Update prcust set accountcod with extra16 where accountcod='' and extra16<>''. Fixed problem with receiving Purchase Order that have "E" lines so that the status will properly change. Fixed problem with importing price lists where they are lowercase. 8/20/01 Version 5.7.40 Added new capabilities to Transfer Project. 1. You now have a Local Data Path field that you can fill in if the Importing Data always goes to the same data path. 2. You now have a Receive Status that you can fill in for Project and you want the Importing Project to have a new Status. 3. There is a new Check box that will allow you to be prompted with the suggested Project Number and you have the capability to change the New Number. It will check to see if there is a new duplication. Fixed Problem of importing Project after being importing. If a Project being imported already exists, the system will Added the ability to have the two letter suffix print on the Invoice and also the ability to turn if off on the General 2 tab. Did a little more cleanup on the Editor Page. On List & Status, we have added Check box that will allow you to see the SQL Statement that I am using to create the Report. This way you can do a similar thing in Crystal Reports out side of Project. Reduced the number of times that the Systmcmt.dbf get hit per hour. Change Labor Code back to Mail Code on the Customer List. 8/10/01 Version 5.7.39 Made Complete Date field in F&S SS, General 2, able to accept more than one status. 8/10/01 Version 5.7.37/38 New Feature: You can now transfer an "A" or "U" line from a Project To the Last Po that was created or the Last PO that was displayed in the Allocation Column. You can also move to the line that has was Ordered, and has the PO listed in the Allocation Column and then make an "A" or "U" line below the Ordered "P" line and then do a Control F5 and the system will prompt you to add the A/U line to the listed PO as an "A" line so that it can be printed. New Feature: The Outstanding Dollars Report can now be listed by Industry Type which is part of the fields that come on with the Forecast Module. The Industry List can be edited by using Maintain Databases, and opening the table PrIndust.dbf. New Feature: The Job Cost Detail Report now shows the Committed Costs by Purchase Order and the Resultant GP when those Costs are Received. New Feature: You can now have multiple statuses in the field: "Ask Project Ship / Complete Date on Status (Billing Status)". which will ask the Complete Date of the Project. New Feature where on the List & Status Screen, you can press the Restore Default Button, and the system will restore the original Settings for the Listing on Screen. Fixed Problem with Edit where if you leave your mouse on the Description field and then exit the Project, the system will no longer overwrite the first line of the Project. If you intension is to make a change the a Point and Click field, you must leave that field and go back to the "M" Column and then exit the Project. Fixed Edit Customer to properly show errors. Fixed problem with Get Dollars, showing correct Estimated cost. Fixed F3 Screen to show Manufacturers to not allow editing. Fixed List Status Show to allow the display of Records that have a Blank Technician by placing a " " (Space) in the Tech Field and the system will interpret that as to show a list of Project with Blank Technician. Note: If you change the Purchase Price in a PO before the Items is received, the new Purchase Price will be transmitted into the Job Cost Module. 8/5/01 Version 5.7.36 Added New Centralized Job Cost Logging Capability. Further Development will be done in this area. Fixed Problem of Multiple Companies and Default 2 Letter Suffix. Fixed Problem with Auto Billing. Fixed Look for $Acctg when change company. Change: Autostatus will now allow for more than one status i.e. "Autostatus=01" and the system will display both statuses in status order. Fixed printing Service Tickets to include the Technician. 7/29/01 Version 5.7.33/34/35 Feature: You can now Invoice "E" lines that have been ordered with F5 and received. Change: When Exiting a Project, the system will automatically do a Re-Total. Change: If you use the SubTotal system on Proposal, the Miscellaneous Hardware will Now NOT Auto print unless turn the option on Setup, F&S, SS, Printing. Fix: Literal Vendor will now pass through to Item list from Manufacturers Price list and The Equalizer. Fix: The point and edit correctly recomputed after leaving the edited field. Fix: Re-Calculates correctly does E lines after Cable Items. Change: The System forces a Re-Tally before exiting a Project irrespective of thatwas done in the project. Feature: If you clear the "4" Status when all parts in, the system will not perform an auto status change. Credit memos are now handled correctly with Quickbooks Pro 2000. Feature: On Print Equipment List, you can now elect to NOT print "E" lines. Fix: On Equipment List, Job Notes do not print. Fix: Multiple Re-Use Po will not fail. 7/25/01 Version 5.7.32 Fixed Multiple Warehouse Transfer 7/19/01 Version 5.7.31 New Feature: You can now turn off the update Inventory Question from the Editor so that Inventory is NOT update when prices are changed in the Editor. 7/11/01 Version 5.7.28 Structure Change for Vendor and Stock files. Change system to accept a Selling Price on a Part even though there is not a cost. New Feature: Added "Raw" Button to Customer List and Vendor List so that you can see the Database. Hidden Key will also allow editing of data. Add WordPad button to bring up the client with Wordpad so that you can edit and then print as needed or cut and paste to another tool. Un-Documented Feature: Subject: Pre-Selling Items that have not come in yet: (Still On Order) There is a good back door way to do this. If you have the Item instock, you can manual lower the amount that you want to put to an order and then in the order, go the F8 screen for the line involved and set the Selected Qty (Bottom Right) field equal to the amount of the reduced Inventory amount and then save the changes (check box) and then press done and re-total. The line will read S x O y PoZZZZ (Select x qty On Order y qty and Po ZZZZ) Then finish the invoice selecting other lines as normal but do not select the line that we are talking about. Now the Invoice will be correct and when the PO is received the system will see that the Invoice Qty meets the Sell Qty and send the un used items to stock and on the screen you will see "Pre-Sale item, x to stock" 7/11/01 Version 5.7.27 Fixed problem with "Use Fast Temp File" on List & Status. Fixed problem with Point & Click in the Editor when minimizing the screen. 7/10/01 Version 5.7.26 Fixed Estimate at cost to reflect fgt. 7/09/01 Version 5.7.25 Fixed problem of pressing Control P to do print in editor and it caused problems with the lines in the editor. Structure change to Customer List, in preparation for integerating the Accounting System "Yes I do Accounting" with The Project System. 7/05/01 Version 5.7.24 New Feature, Added the ability to Require Area Code and Region on The Customer List Screen. Comment field added to Recurring Billing Screen New Feature, you can now turn OFF the Part Numbers on Invoices. On Recurring Billing, The Tax Code can be assigned on the Recurring Record. New Sturcture for Recurring Billing to allow for comment field and 5 commission reports. 7/01/01 Version 5.7.22/23 New Feature: On-Site Notes. You can not store On-Site notes for the customer site that will print on the Field Form (Service Ticket). This is handy for the Alarm Industry where there is Site information that has to be passed on to the Techs. The Site Info is stored on the Extra Page of the Customer Record on the Customer Screen. THis option works in conjunction with the Equipment, Model, Date and Account #. If Filled in and the Option is turned on in F&S, SS, Customer, Print Equipment, Model, Date, On-Site, Notes, the system will print this info on Field Forms. Fixed Problem with Crystal Reports. Reload Crpe32.exe to update the Crystal Reports System. 6/25/01 Version 5.7.21 Fixed Problem with Editor where you are in Point and Shoot and then minimize screen and when you restore the screen, the first "A" line has new data from the line that you were doing point and shoot. 6/25/01 Version 5.7.20 Fixed Problem with Replicate Project where the customer code is less than 6 characters. 6/24/01 Version 5.7.19 Fixed Problem of Cable Items not being calculated properly. Added XXXProj.dbf Test on New Project. 6/17/01 Version 5.7.18 I think I have fixed the Lock Problem and the commission only once problem for tally Commission Before Billing. I have also added a check box called "Freight on Commission" (Billing Tab) to add Fgt to the Labor Column. When calculating the GP field, do I add the FGT to both sides of the equation of just the sales side and not the cost side. Made adjustment Crystal Check box so that it should appear next to the "4 Print Proposal" Check Box. New Feature: The Freight, Pickup, Delivery and Shipping and Handling can now be considered costs and figured into the Gross Profit calculation. 6/17/01 Version 5.7.17 Fixed Problem with Cable on Work Sheets. Fixed problem with Extended Data, Prcust.dbf not found. 6/14/01 Version 5.7.16 Worked on Import Assemblies to use subassemblies 6/14/01 Version 5.7.15 Fixed Problem with Value on List & Status. Fixed Problem with 0 Tax printing on POs. Attemp to fix problem with cable costs in editor. 6/12/01 Version 5.7.14 Added CMD Bulletin Assembly List Import. Fixed the numbers at the bottom of the editor so that they agree. Specifically the costs. More work may be done in this area. Fixed Problem of "U" Lines printing on Purchase Orders. "W" lines now Print Line on the Service Ticket so you can enter Inspection Responses per device on a Preventative Maintenance Visit Report. Security point 129 is now functional to take away the Value Report on List & Status. Added Phone and Security fields that can be printed to Service tickets. Activate buy checking the Customer list "Equipment/Model" check box and entering data in the appropriate fields on the Customer list screen. Added Dates to Sort List on List & Status. Fixed Change Order Post additions with no tax Projects. 6/1/01 Version 5.7.11 Major Change: Freight, Delivery, parking and Shipping and Handling are considered Costs and considered when calculating Gross Profit. Extras: You can now enter an Estimated Cost Amount and Sell Amount, which are also figured in the calculation of Gross Profit. The Work Sheet Gross Profit and Editor Gross Profit now agree with each other. We have now Employed Crystal Reports. You can create your own reports in Crystal against Project Data. We have specifically created a Proposal (Proposal.rpt), Label (Label.rpt) that you can modify and substitute in place of Project Reports. These reports will be located in the..\Projectw\Reports Folder, Generally speaking, these reports will work against data created in the Windows Temp folder or where ever your temp data is created. See Setup... Printing 2 for Replacement Reports The Systems assumes that the *.rpt files will be located in the Report Folder Under Projectw. You can also change the location of the report by enter the new path in the "Storage Path" field. Enter the name of the Substitute Report in the appropriate field I.E. in the Proposal field; enter the name of the Proposal.rpt. I suggest that you change the name to something else link Prop.rpt etc. because we always be updating "Proposal.rpt." See Lists, Labels Jobs, to specify Various Label Jobs. Purchase a copy of Seagate, Crystal Reports. 8.5, to ensure maximum Compatibility with Project Crystal Reports. Fixed problem of quantity change not causing a cost check. Fixed problem of Required PO, not coming up when Required PO was set in customer list. Fixed Time In and Date Due Time so they print. Added Sales Rep to Quickbooks Pro, 2000 Export. "U" lines now print on Purchase Order Work Sheet Fixed problem of Delete Items on Project which should delete Items on a Dedicated PO. Fixed Phase Order System (Initiated with F4 and Phase Field filled in by line.) Fixed Problem with Inventory Column Pricing. Added Feature where if Checked on PO tab, the Picking Report will not be added to if the items are being added because of Billing or Drop Ship. Made GL Export Field Wider. 5/23/01 Version 5.7.10 Added Use Minimum Level to ask the question of whether to use stock to allocate from when the instock qty falls below the Minimum Level. Added Export for the Platinum Accouting System Fixed proplem with Job Cost Detail Report and -1 S Lines. 5/22/01 Version 5.7.9 Fixed Problem with Require P.O. Date Field. Fixed Problem with Business Works, Export Tax 5/21/01 Version 5.7.8 Added Feature Called TopMenu, Tasks, Consolidate Customers This tool allows you to have the system change the customer code, company name, contact and phone number for all projects from one code to another. The idea here is that your staff has created multiple customer who are infact the same customer and this tool changes all projects for whatever codes are put in the field "Customer Codes to Change" to the new code as entered in the field "Customer Code to change to". If there are multiple codes, that have to be changed, you can enter those codes separated by commas. The system will check to see if there is a valid code in the Customer List for the new code to be change to. Fixed Problem with Clear End of Year fields, Inventory, End of Month Fixed List & Status, Print List Note: Add Project Lock Function to Manual 5/10/01 Version 5.7.7 New Feature The system will display a $0.00 Cost Message if the Cost field is left empty in the Editor This message can be turned off in Setup..., Editor "Turn OFF Error Message on $0.00 Cost" Editor, Point and Edit can be turned on for lines after Billing Allocation by checking F9, "Allow Point Click" Check Box. New Feature Require PO Date when Projects are changed to Active Status. This feature is turned on on PO tab and must have Active Status Field filled in on Biling Tab. Fixed PO Data Query on List & Status. Fixed Problem with Short Customer Codes and Ship addresses. Fixed Escape Problem from Parts List back to the Editor. 4/30/01 Version 5.7.5 Put the Scroll bar back on the Editor to see the right side of the screen. 4/30/01 Version 5.7.4 Editor Delete Button is Now Functional Again. Editor, Point and Edit is disabled for all field after Billing or Allocation has taken place. ALL Date Pickers to the side of date fields have been replaced with a Internal Date Picker. (Right Side of Date Field) 4/24/01 Version 5.7.3 Fixed "T" Problem 4/24/01 Version 5.7.2 Fixed "T" Problem Removed Login Name and "US$" From Export 4/24/01 Version 5.7.1 Fixed Graph Problem "C:\Data" Problem with doing List & Status, Value, Export, with Temp Files Fixed. Project Managements Reports added to Topmenu, Reports These reports are 04/20/01 Version 5.7.0 New Manuals Version 5.7 New Project Management Reports available under Top Menu, Reports, Project Management Reports. New Extended Data Form and Data Layout. There will be a structure change to accommodate the new Extended data structure New Graph and Time Line with Over Booking Report From List & Status and on Extended Data Fixed problem of printing Equipment List and using T, F lines. 04/08/01 Version 5.6.56 New Feature: On Purchase Order you can now add a General Statement that will print on all POs. Set Statement on Setup, F&S, SS, Lists, P.O. Print Statement. Invoice Summary, Tax, Product, Total YTD Sales, Reports now properly formatted for money. New Part Add Screen how supports 35 Character Part Number If you run Index Stock and check the Compress File, the Location field will be 10 characters wide. Copy Inventory Item Record will now not copy the Long Description field. Problem with Dedicated PO having 30 Character Ship 1 and Ship 2 is fixed. Customer List and Vendor List Data 1 - 5 will be 30 Characters on Next Update. Vendor List will have 17 character Phone, Phone 2 and Fax on Next Update. 04/03/01 Version 5.6.55 Service Contract Message now Functional. 04/02/01 Version 5.6.54 Fixed Extended Data Get From goldmine. Fixed Est At Cost with Not markup Labor active. 04/01/01 Version 5.6.53 Preliminary Sales Forecast Capability Now Available on List & Status. Extended Data Now has a Name Look-up system. New List & Status Print Format Set in Setup, F&S, SS, General 2, "1" Added Show All Items on Receive PO on Notification System Fixed Receive PO on Partial to eliminate the Negative Allocated field. 03/30/01 Version 5.6.52 Prevendtative Maintenance System In place. (Auto Billing) Fixed minor Problem with Starting Project. 03/26/01 Version 5.6.51 List Status Print List Report Option for Single line (General 2) Video Vault now has number counter option (General 2) Customer Address List Now Available Truck Field extended to 10 character wide on inventory report screen 03/26/01 Version 5.6.50 In Re-Index Files added Desktop Tool for Detaching Indexes. Added Windows 2000 Print Driver Fixes 03/23/01 Version 5.6.49 Fixed Credit Card data going to Job Notes field. Fixed Break Level 4 going to cost. Change Invoice Summary and formated $s fields. 03/21/01 Version 5.6.48 Added More Debug message to the Project Transfer System The Delete button has been changed to the Delete Key: 03/19/01 Version 5.6.47 Fixed Adjustable Terms on Proposals. 03/19/01 Version 5.6.46 Fixed Problem with Receiving Report Added Feature: System Setup makes a backup of projsys.cfg to projsys.bak after the Save. 03/19/01 Version 5.6.45 Fixed a problem with Estimate at cost for marking up labor. 03/19/01 Version 5.6.44 Made Est at Cost % match Editor Screen % Field Added Capability where "E" lines not received will not let the status of a PO to be changed. There is an "Ignore "E" lines on the PO Tab to let the system change the status of a PO w/o receiving the "E" lines. Allocation with Password Tightend up. Fixed Problem of Extra Costs and Actual Extra Costs getting to Outstanding Dollars Report. Fixed Problem of Get Dollars erasing Job Cost Actual Labor Hours. 03/16/01 Version 5.6.43 Added for assemblies, Get Cost from First Item. Fixed problem of being able to change the part number after allocation. Added Excel as Proposal Output type for save as, Per Doug & Stuart. Fixed Ship To Address system for Maximized Screen 03/04/01 Version 5.6.42 Fixed Assemblies to correctly handle the Order By. Fixed AutoEstimating to properly handle error messages. Fixed Problem with Extras on returning to that screen. Added Excel Export capability to ListStatus Print and Detail print Reports. Part Number Description added to Picking List with option to turn off. 02/28/01 Version 5.6.41 First A line for Purchase Orders now work for the Editor as well. 02/28/01 Version 5.6.40 The Proposal Terms now is First before the Long Terms, Make the Proposal Term empty and it will not be added. Added Feature to Re-Count Inventory Allocation without clearing Period To Data Info Added Feature that when a Check List Assembly, Quantity is set > 0, the Check Box is checked for you. Excel Format Output Format had been added to the Inventory, Items On Order. Check List Assemblies fixed for 1,2,3 Option. 02/26/01 Version 5.6.39 Label Printer Can now select Landscape Layout (setup) Fix Dedicated Purchase Order Now have the Project Number Printed on the forms 02/22/01 Version 5.6.37,38 Release Order now has Outstanding AR data Capability with ODBC to Great Plains Extra Fields can now store Non Billable Amounts on Billing. Use to store Not billed Shipping. Put "X" in "T" field and enter amount in Inv Entr field. Customer Based Pricing Now has Print Report by Customer Code. Video Vault Lookup, Option 3: "Enter Video Location" Now Functional. Delete Project has been repaired to correctly delete Projects. New Feature: Live Find has been added to the Shipping List for Clients. Fixed Problem of Copy Project where the Project is in someone else list. Customer List can be made to be the Shipping Address List (Special Purpose) Made Check List Assemblies, a little more forgiving In structure. 02/22/01 Version 5.6.36 Fixed problem with Extras to zero the Cost Enter Column. 02/22/01 Version 5.6.35 Fixed Rounding problem to Great Plains for Film Fixed Return to Heading on Quick Invoice. 02/18/01 Version 5.6.34 Fixed Extra Line Problem Fixed Problem with Markup field in the Editor 02/18/01 Version 5.6.33 Fixed Problem with Tabing off the Qty Field which caused a problem with the Unit Price. Direct Link to Great Plains (Dynamics) Complete. 02/18/01 Version 5.6.32 The Delete Key in the Editor now functions as delete line. (The Delete Button also functions Temporarily) New P.O. & P.O. Heading Screens Cleaned up. New Feature: The First A line on New Project, New PO can be selected from a List set in Setup, Lists. Project Editor "M" Column now has Help File activated with F1 Key when you mouse is on that field. Fixed Problem with WinNT Clients for New Project. Changed Row Select for Cut and Paste to only select Column. This way you can select "M" Column if you want. On New Purchase Order, Edit PO Heading, the Terms field is now 36 characters wide. 02/13/01 Version 5.6.31 Fixed Quick Books $ to Accounting (taxCode Not Found) New Feature, Print Project Custom Form 1, 2. Setup in Setup, F&S, SS, List, Print Custom Form 1, 2 Print with Print Project, Option 8 or 9 02/13/01 Version 5.6.30 Fixed Invoice Printing to remove Use Data, Complete Date, Shipdate where the data is // or / / Fixed Inventory Report, Items Sold report to reflect Qty and Value. Fixed Problem of doing Detail Reports on List & Status Reports for projects that Do not have Extended Data but do have billing. Fixed Problem with Assemblies that have the 1,2,3 options at the end of the assembly. Fixed S lines can now be pointed and edited. Fixed Problem with Kall Scheduler. Press Reindex in the Kall Scheduler to make index correction. Fixed Auto Estimating Labor Lines to remove the :-1,-2, etc. 02/11/01 Version 5.6.29 Fixed Allocation Problem when a Partial Quantity is used. Fixed Cable Ledge for Proposals. MailCode in Customer List changed Labor Level Code (We can change back if anyone is using it.) Added some more fields to the Customer Work Order (Video Labs) 02/11/01 Version 5.6.28 Auto Add Inventory on Billing Feature. This allows the system to automatically add Inventory when billing. This reduces the problem of billing when you do not have your inventory In the system. This can be turned off if you do not want this feature but checking the box "Don't Add Inventory on Billing" on the Inventory Tab of Setup, ... Inventory. The F7 key in the Editor will bring up a shop screen where you can move up and down a project quickly. Press the Enter key to select that line to move to that place in a project. 02/01/01 Version 5.6.26 Fixed Problem with Recurring Billing (Muzak), in Multiple Company, Tax Calculation ACCPAC for Windows, Terms set 1-1 vs 1-2 02/01/01 Version 5.6.24 New Feature, Picking can now be changed to Service and Supplies in SS, Billing Menu and set the Rate and the system will automatically calculate x percent on the parts and name the field Service and Supplies. 01/31/01 Version 5.6.23 You can now have the Job Notes Print on the Customer Work Order, Option in Setup... Printing Tab. 01/30/01 Version 5.6.22 SCSI, Added Service Form Botton (3) Video Lab, Customer Work Order, Feature Added You can now turn off the Packing List Message (Any Damage or...) Service Projects will now have Shipping and Handling OFF by default. A service Project is designated service type setting the Product code SRVC = True. 01/28/01 Version 5.6.21 Due Date added to Customer Work Order / Rental Order Made Company Name Wider Customer Based Pricing Fixed for Look up by company name. 01/25/01 Version 5.6.20 New Check Box on Inventory Tab to allow F5 adding Inventory with password but not edit. Editor Tab"Allow Inventory F5 Add From The Editor w/o Password" Copy Purchase Order Fixed. Fixed Priority Salesman to work Properly so that Customer Based Sales man gets to ProjMast. 01/22/01 Version 5.6.19 Security Added to not allow Inventory Add F5 Key to the Editor to Add to Inventory. The user must have Inventory Password or Security 224 Check All Projects Report will not change the status of a Project where the Lines have already been invoiced. Added Security Points 215, Show Customer From Heading Section of Project 199, Change Customer from Heading Section of Project 01/22/01 Version 5.6.18 Fixed Adjust Inventory Screen Fixed Multipart Service Form 01/22/00 Version 5.6.17 Fixed Freight Label prolem when printing with Lumpsum on Fixed Goldmine slow lookup. Added Goldmine lookup on Vendor List 01/22/00 Version 5.6.16 Fixed Goldmine Problem 01/22/00 Version 5.6.15 Add new Structure to Prcust List, Finance Type and Percent/Amt, Internet Login & Passwords 01/20/00 Version 5.6.14 Hot List User Id fixed. Manufacturer Price List Import fixed for not remove characters 01/17/00 Version 5.6.13 Added Company and Contact to Order by Capabilities of List and Status. Fixed problem with changing the Markup on a line item. Added Alt Exit Button Parts Lookup Screen. Fixed Exit on Parts List screen to not clear the parts field on the Editor. 01/17/00 Version 5.6.12 Added DueDate to Quick Books, 99 Accounting. Move FTP tool to Separage Form. 11/16/00 Version 5.6.11 Fixed Invoice Printing on multi part invoices. Fixed Extended Data Reports to include change order amounts. Fixed Import Project to direct records to House Lists (Stock, Prcust, PrVendor). 11/16/00 Version 5.6.10 New Feature, Standard Cost, Set on PO Tab, The Former Last Cost field will not be updated when Items are received on a PO New Capability, If you put the word "REQUITED" in the PO field on the customer List, then on New Projects, the PO field will be required. New Capability, On Invoices, you can now turn OFF the Assembly System. New Capability, On List & Status, you can now for the order of a Listing but using the Order by Drop Down and select the field that you want to order the list by. Manufacturer Price List Import, now excludes many more characters. New Report, Report, Inventory, Inventory On Order, Change to Allocated and set date and the system will show all project allocted. 11/16/00 Version 5.6.9a Manufacturer Price Fixed to handle Dukane 01/11/01 Version 5.6.9 On Credit Invoices, the Negative Qty will not have the system change the using price. On Invoice if a "P" lines is changed to a "A" line, it will be selected. Allocated inventory is returned to stock. On Invoices, Below Minimum is turned off On Invoice, when you press Heading, the Invoice Heading will come up. Purchase Order is now saved on Invoice Heading Screen. Shipped Qty now added to Equipment List. Strip Part Numbers of bad characters is fixed In F&S. Removed the requirement for "O" to be in the option field to list project that are on order. for OVR order PO's so that if an item is used on an over order, it will list projects. Change Transfer Project to work with Multiple Companies on the Import side. Fixed Import Project to not fail with missing field names in tables. Vendor Screen now looks at vendordrive vs stockdrive. 01/11/01 Version 5.6.8 Changed Credit Check to notify credit. Change Order of Vault Search 01/11/01 Version 5.6.7 Fixed Problem with Project that have customer with short Customer Codes. Extra4 Can now be use to send to Accounting for Exiting code in Accounting. Tested for Peachtree. Project Desc, Edit Dropdowns and FGT List are now separate per company in multiple company. 01/03/01 Version 5.6.5 Vault Order set to Title, Episode, Standard Replicate Project, Fixed Notes being copied Ship Memo, Last 5 lines fixed. 01/03/01 Version 5.6.4 AMX billing set to DueDate Stoped Unit Price Change on Billing for customer based pricing. 01/02/01 Version 5.6.3 Added more debug info to Manufacturers Price Inport Tool Change Vault Report Order to Title, Standard Fixed Problem with Billing on Edit Project, Not Found 01/01/01 Version 5.6.1 Fixed History file for Short Customer Codes and wider Part Numbers Fixed Vault Reports 12/28/00 Version 5.5.126 12/28/00 Fixed Ship Date on Peachtree Send 12/28/00 Version 5.5.125 12/28/00 Inventory Screen remembers previous index after Add Item is used. 12/27/00 Net Profit is now displayed at the bottom of the Project Editor. 12/26/00 Version 5.5.124 12/27/00 Fixed "O" lines 12/27/00 Added Debug Info to Oven Ventor List. 12/26/00 Version 5.5.123 12/26/00 New Feature call AutoStatus. If you put on the Computer Shortcut, the phrase "AUTOSTATUS=x" where x is a status, on the Target Line, at the end, the system will check to see if Project exists, in that status. If they do, the system will present the list of Project that fit that status. 12/26/00 F2 and F4 will now skip NON Stocking Inventory Items. 12/26/00 Version 5.5.122 12/23/00 Assemblies has new Option called Skip Header. This will allow the assembly to be loaded without the Header item. This can be used for a List of Materials or "A" lines to be put in a Project. 12/23/00 New Assembly Feature. Put a "?" in the Header Part Number and the system will take you to a shop screen in the Inventory List at the place Just before the ? and you can choose the Exact item to be used in the assembly. This can be used when there is a wide variety of items to be used a the Header Item but call a know set of items. Example In the Tape Duplication Industry you might use a wide variety of Tapes with a know set of items. 12/26/00 Fixed Vault Problem where the Status is empty. 12/22/00 Version 5.5.121 12/22/00 Fixed Problem with printing afte doing a Packing List 12/20/00 Version 5.5.120 12/21/00 Vault Report Fixed including 12/21/00 Station Count is not Incremented by Print Server 12/21/00 Better Control added to Editor in line control 12/21/00 Customer Based Pricing handles QTY changes 12/20/00 Version 5.5.119 12/21/00 Fixed Vault Reports, Counts 12/21/00 Fixed Memo Field so that it does not require Password to edit. 12/20/00 Version 5.5.117 12/20/00 Fixed Complete Date on Invoices. 12/20/00 Fixed Commission so that it pust an entry even if there is a 0 cost 12/19/00 New Print Form called Customer Work Order uses the Rental Form w/o the Rental statement at bottom 12/19/00 Service Lines Require the "Print Service Lines" Check Box Checked to have the system print the service lines on Field Form 12/19/00 Fixed Vault Report to include Leading "0" on minutes and seconds 12/19/00 User field added to Vault Screens 12/19/00 Barcode Field added to Field Element Screen and Video List screen 12/19/00 Film Vault Memo Field Added 12/19/00 Video Vault Report Count added 12/19/00 Interim Version 5.5.115 12/19/00 Complete date can be select on Invoice vs Ship Date 12/09/00 Interim Version 5.5.112 12/14/00 Added new Feature where the Sub Assembly Items are called into the Project only if the Item in the Main Assembly is checked; 12/14/00 Added Picking List Preview that does not clear picking list. 12/11/00 Fixed Update Buy 1 Price / Drop Ship Form Problem 12/09/00 Interim Version 5.5.110 12/08/00 Attempted to reduce the problem of Project Not Found on Billing. 12/08/00 Proposal Margin Reduced by 1/4" when not using the Acceptance Line. 12/11/00 Recommssion Problem Found 12/11/00 Ship Date Added to Dove Net LASERINV, MULTIPART Invoices (SD) 12/06/00 Interim Version 5.5.109 12/06/00 Not show YTD/LOCATION Items on Inventory Count Report 12/06/00 Interim Version 5.5.108 12/06/00 Fixed Complete Data so that it does not ask if filled in and for the correct status 12/06/00 Purchase Orders will not be commissioned 12/06/00 Interim Version 5.5.107 12/06/00 Alt C will do Re-Calulate 12/06/00 Show Cost on Inventory Count Report 12/06/00 Not show Allocated on Inventory Count Report and Inventory Report 12/04/00 Interim Version 5.5.106 12/04/00 Put Storrage Location Functional 12/01/00 Interim Version 5.5.105 12/01/00 Create Invcomm.dbf on Commission a Project 12/01/00 Count on List Detail Report corrected. 12/01/00 Project Re-Commission fixed. 12/01/00 Ship/Complete Date asked when status change is for billing. Enter Status in "Ask Project Ship / Complete Date on Status (Billing Status)" 11/30/00 Interim Version 5.5.104 11/30/00 Fixed Problem with Commission before Billing. 11/30/00 Added From - To Search Capabilities to Vault Reports. 11/22/00 Interim Version 5.5.103 11/29/00 Fixed Custom Print Worksheet 11/29/00 Line Description Drop Down Description will not work if any field has any data in the field. 11/22/00 Interim Version 5.5.102 11/28/00 Phone Numbers can support 17 character wide 123-123-1234x1234 11/28/00 Bottom Margin is now setable for Proposals. 11/28/00 Outstanding Dollars Report Fixed. 11/28/00 Status added to Equipment List 11/28/00 "GP" added to worksheet 11/22/00 Interim Version 5.5.101 11/24/00 "E" lines can be directly ordered as "P" lines for One Time Orders, OR converted to "P" Lines Press F5 Key to activate. A later version will allow you to Invoice the New type of "E" line. Future modifications includes Equipment Return Authorization. 11/23/00 BLK Merge Print and Merge Invoice Print now works "T" Line with M for Merger and Project Number, "I" for Merge Invoice and Project Number "T" with "E" and this will End Invoice. This is a feature where you can select the list BLK and create a Project where you have text lines in that Project. Then in a regular Project, use the "T" line to do a transfer\merge print block and the Project number located in the BLK list and the sytem will merge print that BLK project when printing a Proposal. 11/22/00 Last Cost added to Editor Page 11/22/00 Fixed Problem with Laser Invoice PO field being over written 11/22/00 A long set of terms is now possible to be added to Proposals Set in Setup, System Setup, Lists, Proposal Terms Statement If you want to turn this feature off then delete the file ...\Projectw\data\trmslist.txt 11/22/00 Fixed Dollars to Accounting issue 11/22/00 Gp/Markup added to Work Sheet 11/22/00 Project Status added to Equipment List 11/22/00 Option to Print "A/X" lines on Equipment List 11/22/00 Count added to Detail and Outstanding Dollars Reports 11/22/00 Interim Version 5.5.100 11/20/00 Added Maintain Reference Table to Top Menu 11/20/00 Fixed Problem with Progress Billing Lines adding to Subtotal 11/20/00 Fixed Problem with Tax to Accounting Doubling 11/19/00 Service Message on first character of Customer PO Functional 11/19/00 Toggle "F" Line Now active 11/19/00 New Proposal Format (Can be deactivated by checking the "Old Format" Check Box) Use a ", " on an "E" line will simulate a "P" line to put a "E" lines Part Number in the Part Column. 11/19/00 Inventory Status Report and Count Report, Excel Export Format Added 11/19/00 Commission Before Billing and Job Cost Export Added for MAS90 11/19/00 Move Project Customer Data Location Fixed. 11/19/00 List & Status Print Problem Fixed. 11/16/00 Interim Version 5.5.99 11/17/00 Fixed Extra3 Problem for POs 11/17/00 Made Available Job Cost Report on Print Project Menu 11/16/00 Interim Version 5.5.98 11/16/00 Fixed Problem with P Line Markup 11/15/00 Found Problem with the Intermittent "t" Status Problem. 11/15/00 The Commission Name on Invoice Summary Screen now changes with Change in Invoice Heading Screen 11/11/00 Interim Version 5.5.95 11/14/00 F8 Key how has Password (EDITINFOKEY) 11/14/00 Add Film Vault Report 11/14/00 Add Search Projects for Part Number on List & Status Screen 11/11/00 Interim Version 5.5.92 11/12/00 Added Video Vault Reports (Search Screen) 11/12/00 Sub Assemblies Feature Can Now be turned off 11/12/00 "CR" now suffixed to Invoice Number for Great Plains (Dynamics) Credit Invoices 11/12/00 The Editor Line Description Drop Down no longer allows the Key Arrow Down when field has something in it. 11/12/00 The Inventory Location Screen now comes up when Inventory is Allocated. This feature now allows you to use the Locations as Trucks. Inventory Status Report, Location Field added for Report. 11/12/00 If Project Notes Exists, a message will now pop up on Edit of a Project. 11/10/00 Added code to prevent the lower Case "t" for status change. If a particular senario persists, let Dove Net know the sequence of events that causes the lower case "t" to come up. 11/10/00 Fixed Problem with Cable orders in Bulk Quantities. 11/10/00 Interim Version 5.5.91 11/10/00 Fixed Problem with Peachtree Import 11/10/00 Add Replicate Order Capability on New Project 11/09/00 Added Rename Element, in Film fault 11/08/00 Added Lookup Screen for Customer Code on Film/Video Screen 11/08/00 Add Auto Look for Activity on Allocation and Job Stop Set Timer on Activity List Screen 11/08/00 Improved Job Notes Look up Speeds 11/07/00 Interim Version 5.5.90 11/07/00 Modified AMX Payment System to allow Special Address Contact and Phone fields to supersede Customer List Name and Phone Fields. 11/03/00 Interim Version 5.5.89 11/03/00 Fixed Problem with List & Status for SQL, non .dbf settings 11/01/00 Add The Equalizer, The Price List Import Tool 11/01/00 Move Maintain, Price lists to Maintain, Inventory Price Lists 10/31/00 Fixed Multi Ship Address to properly select different addresses 10/31/00 Added Takshp button to Customer List to take the main address back to the Multi Ship Address 10/26/00 Interim Version 5.5.87 10/26/00 Fix Tax / Rounding System 10/26/00 Interim Version 5.5.86 10/26/00 Added Capabiity to Round to no Decimal Place from the Markup Turn on feature on Setup, F&S, SS, Editor, "Round Up" 10/26/00 Fixed Picking List Problem. 10/26/00 Fixed problem with prices not changing after changing partnumber 10/26/00 Fixed Open System Export 10/25/00 Interim Version 5.5.85 10/25/00 Added PO field to the Printed Purchase Orders: Called in By, Tech, PO reference Number 10/24/00 Interim Version 5.5.84 10/24/00 Fixed Kamco Invoice 10/24/00 The Lit. Vendor field is now passed from the Vendor List to Inventory Screen Lit. Vendor field alowing you to preset the Literal Vendor. 10/23/00 Interim Version 5.5.83 10/23/00 Fixed Problem importing Credit Invoices to ACCPAC DOS 10/23/00 We now can import VidCAD, d-Tools, and StarDraw Drawings in to the Project Estimator 10/23/00 We now support Business Works Accounting 10/23/00 Delphi Fixed Problem with HP1100 Prints, Get latest drivers from HP on 1100 printer. 10/13/00 Interim Version 5.5.81 10/17/00 Import StarDraw Drawings is activated. 10/17/00 Job Cost, Labor types now follow Auto Estimating Labor Types. 10/13/00 Interim Version 5.5.80 Fixed Extended Data totals Fixed Assembly Problem Fixed Quickbooks 99 problem 10/12/00 Interim Version 5.5.78 10/12/00 Fixed VidCAD Import to move "U" lines to top 10/12/00 Fixed Extended Data to total Change Orders 10/12/00 Receive Po not as debug info 10/09/00 Interim Version 5.5.76 10/09/00 Commodity Field can now be used to set the order of and imported assembly from VidCAD 10/07/00 Fixed Project to work with Quickbooks 2000 10/07/00 Enhanced Security Status Groups and Status Incremental System 10/02/00 Interim Version 5.5.73 10/03/00 Fixed Problem with PO where Vendor Phone Number go to Ship address 10/03/00 Fixed Assembly problem when you do not select the assembly 10/02/00 Interim Version 5.5.72 Fixed Import Edit Link File 09/24/00 Interim Version 5.5.69 09/20/00 The Extra fields on Proposals can now say something different than "Extras" 09/20/00 Packing Lists now is clear on Preview and Print 09/15/00 New Feature, when loading an Assembly or Re-Calculating a Project, the system will check to see if the "P" Items is Discontinued and Notify the Operator. 09/15/00 New Feature, On Re-Calculate, you can have the system re-fresh the "P" costs and calculate the Unit price without changing the Markup Percentage. Also, when changing from Cost Plus to Estatcost, the system can Set the "L" and "C" lines back to costs. This feature also lets you create the Unit Price from cost when changing projects to Cost Plus from EstaCost. Check the Create "L/C" Unit Prices. 09/15/00 New Feature, You can now point to most places on the Editor and make changes I.E. Quantity, Cost, Markup, Unit and Extended Column for "C" lines. You can not make changes to "P" line Part Numbers. This now make the Editor much like a Excel Spread sheet with the formulas built in. (Announced early but some people did not see the message) 09/12/00 Interim Version 5.5.67 09/12/00 Fixed "O/F" lines will now be picked up on invoicing going to Accounting 09/12/00 GP Figures back on Work Sheet 09/10/00 Add Inventory Check for Valid Vendor Code and Vendor ID 08/30/00 Interim Version 5.5.66 08/30/00 Added Warantry Expire Date (Forcaste Required ON) and Ship Date from packing lists. 08/30/00 Fixed problem with Ship Address where the code is less than 6 characters 08/30/00 Fixed "O/F" lines will now be picked up on invoicing going to Accounting 08/30/00 Fixed e/p lines going to accounting for estatcost projects. 08/10/00 Interim Version 5.5.64 08/29/00 Fixed problem with editing two projects. 08/29/00 New Feature, American Express Payment System 08/10/00 Interim Version 5.5.59 08/10/00 Fixed Use Date on Invoices 08/10/00 Fixed Billing Problem where there was not a cost for Estimate at cost. 08/10/00 Fixed Recurring Billing, Quarterly Invoicing for April 08/10/00 Added Stock Transaction Report on Allocation Page of Inventory 08/10/00 Fixed List.dbf Problem on List & Status. Change Use Temp file as optional instead of default. In some cases, using temp file can make reporting faster but it can also cause errors on certain listings. 08/10/00 Changed Credit Check to use Remote Credit Server 08/10/00 Interim Version 5.5.51 08/10/00 Fixed Problem with Transfer on multiple ship address. 08/10/00 Fixed Password with Transfer Project. 08/10/00 Interim Version 5.5.51 08/10/00 Old Dos Feature added to DOS. Project Change Order System added to Job Cost Screen so you can change the Fixed Price of a Project and have the system log the Change Order. 08/10/00 Feature Change: Remote Credit Check (Great Plains) has been change from Workstation VPN to Centralized Server VPN. Only one machine has to have VPN. 08/10/00 Add Feature: With the Option Turned on, the commodity field in Inventory will determine position of Items on an Assembly. This allows you to create a Proposal with an assembly and not have to play around with the vertical position of the item on the Proposal. (See Option on Setup, F&S, SS, Inventory, "Commodity field to order Assemblies.") 08/10/00 Add Feature: Assemblies now Support One Level of Sub Assemblies. This feature is available on Assemblies created in Project and on importing from VIdCAD. This is very powerful because when Importing assemblies, any related equipment or hardware for VCRs etc. will automatically be brought in for you. 08/09/00 Fixed Problem with Generating Purchase Order that have cable on them. 08/09/00 Fixed Problem with Job Cost Report where the Billed "P" lines was showing as very large Negative Number. 08/02/00 Interim Version 5.5.50 08/08/00 Fixed Problem with Purchase Orders not printing "A" lines after Equipment List. 08/08/00 Finished Transfer Project Module 08/02/00 Interim Version 5.5.48 08/09/00 Added more detail on Status Change Problem 08/09/00 Fixed Purchase Shopping List 08/07/00 Add File Transfer System by pcAnywhere and FTP System. 08/07/00 Fixed problem with Purchase Orders not printing "A" lines after Equipment List. 08/02/00 Interim Version 5.5.44 08/02/00 Added Shelf Field. 08/02/00 Added Report, Inventory ON Order Report. This report will list all the items that are still on order before a certain date. The purposes of this report is to remind the purchaser that Items have not come in. 08/02/00 Interim Version 5.5.43 08/01/00 Fixed problem with security Copy Record function 08/01/00 Added Security Capability where you can now limit the status of what projects can be put in. Configure someone to have no limitations and then others who have limited. Put the limited statuses in the field 'Allow Status Change to Statuses" on the Security Screen. 08/01/00 On Billing, "A" lines now auto select after leaving the description field. 07/31/00 Added on Print Invoice, on Lumpsum, turn off Tax and Fgt break out on invoice 07/31/00 Added Customer List Import, create ID field system. 07/31/00 Added Credit Confirmation Prompt 07/31/00 Import taxexempt field on import customer list. 07/31/00 Print option on Inventory Other fields screen 07/24/00 Interim Version 5.5.42 07/29/00 Inventory Report, Items on Order before a specific date. 07/28/00 New Acrhive Feature is available where you can archive the stock Transaction file there by reduce the six of the file making Invoice and allocation faster. See End of Month tasks and set parameters and then press end of month. Additionally, on the Inventory Allocation tab, you can now check the Archive Check box to search for data in the Archive StocTrHs.dbf (stoc Tran History File). 07/28/00 Added ID generator to Import Customer List of Database Editor 07/25/00 Fixed problem with multiple companies to get list of users from User_list field. 07/25/00 Fixed Copy Record to zero the Copied Instock Qty. 07/25/00 Fix Tab Key so that the down arrow works after tabbing through a line. 07/25/00 Fix Cut Paste Function. 07/24/00 Interim Version 5.5.38 07/24/00 Add Create User and Create Date for Customer and Inventory List 07/24/00 Add Additional field to support Echo Star on Recurring Billing 07/21/00 On POs, the update Inventory Cost now appears when a unit selling price is changed 07/21/00 We now allow the tab key to function like enter key for field to field. 07/21/00 Fixed Tab Problem from one field to another on Job Notes, Multiple Ship screen 07/21/00 Fixed Extras Cost Problem on Projects from one to another 07/20/00 Fixed Problem with "GP" (Gross Profit) listing on Worksheet 07/20/00 Modified Editor to be less cloogy at the bottom of screen 07/20/00 Fixed problem with Partial Receive and then Full Received 07/19/00 Added New Compress StocTran.dbf on End of Month Screen 07/18/00 Interim Version 5.5.35 07/18/00 Change Function of Multiple Ship System to force Visit Shipping address Screen 07/18/00 Added Film Vault Bottons to Job Notes and Print Order Screens 07/18/00 Fixed Going Down the Ship Memo Screen 07/18/00 Add Time Stamp to Change Order Form 07/18/00 Fixed Contact Printing on Invoices 07/18/00 Add Country to Zip Code 07/18/00 On Invoice Screen, Added Get Opposite Address Buttons 07/18/00 On New Project for Invoice and POs, changed the Required Fields 07/18/00 For Customers that have a Credit Status of "A" allow any Projects 07/18/00 Added Key for Allocaton Column to User Manual 07/18/00 Do Tax Code Find on Customer List, Tax Lookup 07/10/00 Interim Version 5.5.34 07/16/00 Notes field Hidden when not records 07/16/00 Enter Key works on Billing Screen 07/16/00 Password not required to go to Video/Film Vault 07/16/00 Non Exact find on Vault Title will give no materials found 07/16/00 Focus now set on Film/Video Search Screen. 07/16/00 X or A lines allowed on CSR_Tool 07/15/00 Added Feature in the Editor, Mouse Point to Qty, Description, Cost, Unit and MP/GP fields and Update 07/14/00 Fixed Picking List and Job Cost Posting Problem. 07/10/00 Interim Version 5.5.32 07/10/00 Added Auto Billing to Project Set Product Code for Auto Billing in Setup, F&S, SS, Billing. Edit each Project and remove the Frequency from Description and put in Frequency Field. Generate Invoices from the Billing Menu, Auto Billing, Option. Not Complete Yet 07/07/00 On Over order Items in stock, check to see that the PO is not complete. 07/06/00 Fixed Problem with salesman's name going to project if changed on New Project. 07/06/00 On Receive Items, fix allocation on partial invoice items. 07/05/00 Add Ship memo to Video Vault. 07/05/00 Added Laser format for ship Memo 07/05/00 Fixed problem with Extras going to accounting. 06/25/00 Added invPlaza.dll 06/25/00 Added the capability to update inventory cost of one on change in editor. 06/20/00 Added Invoice List to bottom of Worksheet. 06/20/00 Loosened requirements to Edit Customer List. 06/14/00 Added Video Vault Report for LA. 06/10/00 Started Adding AV Rental System to Project (To be Announced latter). 06/07/00 Added VidCAD Drawing Import Capability. ___________________________________________________ DOS Features yet to be converted to Windows: Equipment Return Authorization System (No Set Date) Steal Item (No Set Date) Service Manager Notification System Price ABCD Functionality Master Project Purge Program for Projects (StocTran.dbf) Purge Program for Inventory Wish List: Remember 10 Previous Projects edited. page-up/page-down the editor misses a few lines (charley) PLine w/Mline Equivalent on Print PLine store of Memo with Retrieval Packing List QTY Alt F3 to Re-Invoice Delete Invoice Edit Invoice with Insert Line. F7 Filter of Filbd w/ Control "?" for Editor of Body records to include w/ Alt "?" for Filter Header Records w/ Alt "??" (no Filter Head Records) Plus Edit add Delete Records. Project Activity Log Create, Edit, Allocation, Status Change, Delete Update Manuals. Change order Posting, add Cost and auto Tax Fields. Dave R./Susan No Auto Status Change Project Dave R. Field Indicating a Drop Ship Po. Clint Kall Scheduler: (Orrin) Add the following A new field for Project # A new field for due date A new field to assign the KALL to another user A field for status (% complete or just open/complete) A report to print all KALL's either by (customer, project# and USER across all users) sorted by status (open or complete) and as a bonus, have it appear on the calendar Un-Receive PO Archive Projects (ben) We really need a Project System utility to archive aged data and move it out of ProjMast, Stock, PRCust, etc… These projects still need to be accessible for historical purposes but are becoming a burden on the system performance day-to-day. Perhaps a secondary set of databases with a utility that offers the ability to move: 1) a project based on certain criteria (status, date-in, customer) along with associated customer and inventory info 2) a customer based on criteria (last use, open projects) along with associated projects 3) inventory based on criteria (discontinued date, current allocation) 4) Vendor based on criteria (last use, order status, current allocation) along with associated inventory I know this is no small task, but without it, our databases will continue to grow indefinitely.