TBS Modifications page - up to Dec 31 2000 TBS Modifications page - up to Dec 31 2000
| In Release Date | Major/Minor | Alteration/enhancement |
| 28 Dec 2000 | Minor enhancement *FILE CHANGE* | Overhaul of Tape Catalog window including several new fields (in Optional Info section) |
| 18 Dec 2000 | Minor enhancement | Added serial number (bar code) (where applicable) to the printed report of the 'All bookings of or at...' screen |
| 16 Dec 2000 | Minor enhancement | Added a Print facility to the Project Group listing window |
| Minor enhancement | Added Selection window to Nominal Ledger Standard Reports and allow printing to screen etc | |
| Minor enhancement | In Purchase Ledger Standard Reports set, when set for only one ledger across multiple companies, there is now just one company selection with all combined | |
| 4 Dec 2000 | Minor enhancement | Added Admin column to Project Group Review Screen |
| Minor enhancement | Removed the 'Print Selected Items' button from the Non-chargeable extras screen as this is covered by the 'Missing' routine now | |
| 30 Nov 2000 | Minor fix | Fixed Nominal period end working message to correctly show progress whilst running the routine |
| Minor enhancement | Added a sub hire column to the old style delivery and collection screens to ease knowledge of sub hire inclusive jobs | |
| Minor enhancement | Amended Nominal Trial Balance to print prior year balances | |
| 27 Nov 2000 | Minor enhancement | Fixed minor error in tax itinerary calculations for dates starting after itinerary date when only one date in list - also allowed for customised Itinerary report |
| Minor enhancement | Amended crew/staff sections including addition of default Purchase code for crew/staff PO creation | |
| 24 Nov 2000 | Minor enhancement | Added default accounting code to folder defaults to allow non-item charges to default to an a/c code when being added to a booking |
| Minor fix | Amended the Folder Bookings Screen to allow a non-item charge to be added to an empty folder | |
| Minor enhancement *FILE CHANGE* | Complete overhaul of Tape Logging system - now amended for use with bar codes, track title lookup and storage and billing detail | |
| 20 Nov 2000 | Minor enhancement *FILE CHANGE* | Project Groups can now be either system wide or company specific |
| 19 Nov 2000 | Minor enhancement | Added default folders so a new job can start with a selection of folders automatically - stock codes are altered to appropriate folders for first time entries only |
| Minor enhancement | Folders can now also be internal company specific | |
| 17 Nov 2000 | Minor fix | Amended the editing of a stock code within the Main Bookings Screen when using the stock type selection icon which would not always result in the code actually being changed so now it does ! |
| Minor fix | Amended the Edit of Standard Job Folders to correctly update all occurrences of that Folder | |
| Minor enhancement | Added a new User preference to allow access to Print Subhire Analysis | |
| Minor enhancement | Added new crew section for looking after crew - requires specific Stock Accounting code CR and system pref selecting | |
| 16 Nov 2000 | Minor enhancement | Added report to the Job Margin Analysis and amended costings to de-duplicate PO's and Purchase Invoices which are related - fixed occasional occurrence of retrieving details on job 0 as well. |
| Minor enhancement | Added margin percentages to Sales Rep screen and job margin analysis line by line | |
| Minor enhancement | Amended day and period views (old style and Planboard) to include (where pref set) Project Group info in descriptions | |
| Minor enhancement | Added Job type view to History Screen | |
| 14 Nov 2000 | Minor enhancement | Added job type to Main Bookings Screen (by use of system preference) |
| 13 Nov 2000 | Minor enhancement | Removed the option to print S/L Complete for the whole ledger as this could never work in practice due to spread dates ! |
| Minor enhancement | Amended the Print Sales Stock Transactions to try and correct sorting of report and to exclude old stock codes which may have been removed | |
| 12 Nov 2000 | Minor enhancement | Added job type to Load Sheet report |
| Minor enhancement *FILE CHANGE* | Amended Tape Logging window to allow 6character codes for Producer and location | |
| Minor enhancement | Added tape delivery note | |
| 30 Oct 2000 | Minor fix | Amended the Sales Stock prints to take account of using longer stock codes than the default (avoids double line printing) |
| Minor enhancement | Added a Start Date field to the Project Group file | |
| Minor enhancement | Added a 'Project Group Schedule' option to list all known Project Groups in a Planboard screen | |
| Minor fix | Amended the apportionment report to correctly allocate the new monthly quarterly and annual based rate bands | |
| 28 Oct 2000 | Minor enhancement | Added a User preference to allow a default state for pre-invoice lists selection of just your own jobs |
| Minor enhancement | Added 'Diary of a Project Group' to the 'Show Bookings List' menu | |
| Minor enhancement | Added an option to exclude cancelled jobs from Project Group lists | |
| 20 Oct 2000 | Minor fix | Fixed a problem with display of net job total when using Insurance charges and inserting a new job |
| Minor fix | Amended the Amend details routine when using folders to ensure all records are updated | |
| Minor enhancement | Added new Project Group analysis window linked to project group invoicing | |
| Minor enhancement | Added Project Leader to Project Groups which will override Sales Reps and booker as Admin contact on new bookings | |
| 15 Oct 2000 | Minor enhance | Added 'Job Types' to each job to be able to separate jobs by type in Project Group analysis |
| Minor fix | Amended the Project Group analysis to show overall overview window which links back to items window for invoicing purposes | |
| Minor fix | Tidied up folder version of bookings window to allow edits etc to work correctly, also added folder names to main items list | |
| 14 Oct 2000 | Minor fix | Amended Last Updated by date to show US/UK styles |
| Minor fix | Amended SL Client view (US style) to acknowledge all forms of payment rather than just standard P types when matching transactions | |
| Minor fix | Amended S/L Complete check to also acknowledge all types of payments not just P | |
| Minor fix | Amended History view of live records and dates | |
| 13 Oct 2000 | Minor fix | Altered availability routine to fix early returns date issue |
| 12 Oct 2000 | Minor change | Amended Stock Check Printout to not have a new page per stock category and added an exclusion for items already on bookings when printing unchecked items only |
| Minor change | Amended Purchase Orders so that Suppliers Part No (from Sales Stock screen) is correctly picked up when creating a manual PO | |
| 11 Oct 2000 | Minor fix | Amended the SL Transactions export file which was missing a field affecting sync between datafiles |
| Minor fix | Amended a Purchase Ledger issue where a cash repayment via the cashbook would post incorrectly where credit transactions existed | |
| 10 October 2000 | Major refurb | Revamped the sales stock reporting procedure to correctly report on chosen homes, and to correctly update records when they have been reported upon. Also altered stock valuation reports to allow negative values (pre-sales etc) Also now stock descriptions where a sales stock qty exists but no transactions are also included. |
| 9 October 2000 | Minor enhancement | Added non-chargeable history search to All bookings of an Item |
| 6 October 2000 | Minor fix | Amended early returned items which are only partially returned off a main item now show correctly in availability/diary etc |
| Minor fix | Quick Edit/Addition now selects correct list of stock when using Folder version | |
| Minor fix | Insurance Charges on a booking should calculate correctly in Folder version now | |
| Minor enhancement *FILE CHANGE* | Integrated drum information into specific items list so delivery notes etc now include drum info and standard bar code allocation also now works | |
| 3 October 2000 | Minor fix | Amended three places where a later 'Quit TBS' command still asked the question 'Do you really want to quit?' so now it does quit automatically |
| Minor fix | Amended the posting of sales transactions to separate nominal cos. routine so the 'other' company balances are posted to the Balances account not the SL Control account with the full value being posted against SL Control | |
| 2 October 2000 | Minor fix | Amended the Bookings History window to show the correct details when highlighting a line that is actually from the live file - list shows correctly |
| 27 Sep 2000 | Minor fix | Amended the Drum Info window to show stock items in the same style as from the Stock Descriptions window |
| Minor enhancement | Added a new system preference to enable bookings to be viewed as a whole when opening and using folders | |
| 26 Sep 2000 | Minor fix | When duplicating older archived bookings added a question to whether or not to copy non-chargeable items |
| Minor enhancement | Added support for different nominal company posting of sales invoices out of one main company | |
| 22 Sep 2000 | Minor enhancement | Added new system preference to allow all notes on a job to be printed on a Load Sheet |
| Minor fix | Closed a loophole which allowed unspecified serial numbered items to be printed on delivery notes from the Specific Items window | |
| Minor enhancement | In the All bookings of a Project Group window, when printing this list, you can now select only unreturned items to print | |
| Minor enhancement | Added the ability to open a Specific Items window from the list of All items on a Project Group | |
| Minor enhancement | Amended the attachments system for bookings and included a new menu in the Specific Items list to view attachments for quick access | |
| 21 Sep 2000 | Minor enhancement | Added the ability to exclude stock items, added as non-chargeable extras, from the availability/diary check by selecting their 'Earnings' flag in the Stock Description window |
| *MAJOR ENHANCEMENT* | First release of the 'folders' version which
allows bookings to be viewed as a series of different folders, each
one an individual collection of items - NB although this is accessed
via a new system preference, if you are using a customised reports
library this will need updating to be able to print folder versions of
invoice family reports
Folders can be set up to default to selected stock type categories only, so that when inside a defined folder in a booking, the Stock Selection button (next to the Stock Code entry field) will bring up only those selected stock items that relate to that folder) |
|
| 18 Sep 2000 | Minor fix | Amended the Trips window to correctly reflect the version of stock code used when displaying individual lines from the list |
| Minor enhancement | Added a new local preference to the Serial Ports section to tell if a Palm interface is installed | |
| Minor enhancement | Extended the Palm input scope to allow access to Palm import data from wherever bar code entry is accepted | |
| Minor enhancement | Amended all bar code scanner inputs to now log scans against each items scan history (previously just Palm scans) | |
| Minor enhancement | Amended all availability and diary routines to automatically select non-serial number view for any item with a quantity greater than 120 to avoid 'booking that doesn't fit' messages appearing in shortage routines | |
| Minor enhancement | Added non-chargeable items to all shortage/availability lists for checking | |
| Minor fix | Fixed a cashbook anomaly where Manual Posting of a receipt which included unreferenced cash previously posted would not correctly allocate the unref cash item | |
| Minor enhancement | Added the printing of all non-item charges to delivery note routine when chosen from Specific Items list - where system pref says to include extra charges on delivery note | |
| Minor enhancement | Added the last edited date as the 'invoice' date for non-item charges when not yet invoiced and showing non-item charges in the main bookings screen, and added the edited date to the help bar of the non-item charges window when selecting lines in the list | |
| Minor enhancement | Added the last edited date to the help bar when selecting lines in the freight charges window | |
| Minor enhancement | Added a new system preference to allow airwaybill info entered in the freight charges window to be used as the description when creating a non-item charge | |
| Minor enhancement | Added a new option to the 'Price List' field in Stock Descriptions to specifically enable exclusion from either printed price lists or from client and public viewings of the browser stock lists | |
| Minor fix | Amended the linked stock descriptions routine that would fail if adding stock items after an item which added linked lines | |
| Minor enhancement | Added a finalisation routine to the Specific Items window to allow a list of scanned items to be double checked against the allocated list prior to delivery (accessible from the Options menu of the Specific Items window) | |
| Minor fix | Amended the Packing List report to show text items with the correct description | |
| Minor fix | With the preference set to exclude cancelled jobs from Del & Coll lists, this now also excludes these from Diary (and availability) views | |
| Minor enhancement | Amended the Change Delivery and Collection options form the Extended Options menu to allow a selected set of records to be updated in one go | |
| Minor enhancement | Added a contact dropdown list to the Ordered By field in the Main Bookings Screen | |
| Minor enhancement | Added new preference to allow ordering of availability/diary to be determined by time out rather than number of charge days | |
| Minor fix | Fixed a problem where non-chargeable items would not be correctly identified when running the shortages over a period routine | |
| 31 August 2000 | Minor fix | Amended the Reps analysis report to correctly use prior year invoice numbers |
| Minor enhancement | The UK Phone fix routine now contains an option to revert all international style phone numbers to UK standard i.e. +44 to 0 and +33 to 00 33 etc | |
| 28 August 2000 | Minor fix | When duplicating individual items from a job to a new job (as opposed to duplicating a whole job), the details file (collect from, authorised by etc) was not being duplicated - now fixed. |
| Minor enhancement | Added a backup question to the Ctrl-Q quit command to ensure you really meant it - will help when users accidentally press the wrong key... | |
| Minor enhancement | Amended the main Owners report (stock reports) to tidy up some of the info shown there | |
| Minor fix | Amended the Nominal Ledger Transaction Report to correctly pick up the period opening balance for each nominal code | |
| Minor fix | Amended the All bookings of one item routine which would not show history dates window AFTER having drawn any Diary screens - now it does ! | |
| 24 August 2000 | Minor fix | Amended the routine which allows stock codes
to be altered where the records detailing sales stock quantities were
not being altered to the new code
*NOTE* as a by-product it is also now clear that the character " included in any stock codes will upset the online web interface, so the routine to clear / character has also been amended to clear " as well from all stock codes (replacing " with in for stock codes 2 and 3 - so 19" would become 19in - for stock code 1 " is replaced by a space unless it is the final character where it is ignored) |
| 23 August 2000 | Minor enhancement | Amended Print Price List to allow this to print without page breaks between categories (the 'green' option !) |
| 22 August 2000 | Minor fix | Amended 'Print Sales Tax Return' to correctly print totals only when history is included |
| *FILE CHANGE* | The Ledger Dates file previously had a unique index on the company number, but to enable prior year records to be held, this has had to change to a non-unique index which necessitates a file reorganisation | |
| 21 August 2000 | Minor fix | Amended Stock Valuation report to correctly print only the homes requested |
| Minor amendment | Added a new system preference to allow PAT test reports to pick up only Stock Manufacturer and code when printing if required | |
| Minor enhancement | Added 'history' nominal dates records to allow invoice range of previous years to be stored and used where required | |
| Minor enhancement | Amended Consolidation P&L and Balance Sheet reports to access prior year information | |
| 10 August 2000 | Minor fix | Amended the Main Bookings Screen so the client lookup buttons work after a window on top of the Main Bookings Screen is closed |
| Minor fix | Amended the total calculators in the Invoice Summary Totals only report where two of them were incorrect | |
| Minor fix | After invoicing if you have the Main Bookings Screen open, then this will now be redrawn to show you the correct invoice details | |
| Minor fix | Upon opening the Stock Descriptions window the sort fields are now cleared where before they occasionally could overflow in certain circumstances | |
| Minor fix | When duplicating jobs, in the event where there are multiple jobs of the same number from different internal companies in the history file, now only the relevant company booking is duplicated | |
| Minor enhancement | Added a system preference to allow non-chargeable items to be included in the initial insurance value test when creating a booking | |
| Minor fix | Amended the update of current stock jobs which would fail if asked to clear all jobs - worked ok for selected range however | |
| 5 Aug 2000 | Minor fix | Amended cashbook posting (manual posting) where a value less than the whole was posted to a transaction that included a journal write off to prevent it fully allocating the original transaction |
| Minor fix | Amended update of sales journal numbers to prevent usage of same number twice | |
| 4 Aug 2000 | Minor fix | Amended a problem in cashbook allocation of receipts where, when choosing between multiple companies for the cash to be referenced against, this could sometimes cause the value to be entered incorrectly |
| Minor fix | Amended addition of non-chargeable linked descriptions to try to ensure correct descriptions are added by re-reading description prior to adding | |
| Minor enhancement | Added 'renumber' button in Non-chargeable extras window to allow for all items in that list to be renumbered consecutively | |
| 25 July 2000 | Minor enhancement | Added new preference to Specific Items to allow this to be sorted to case number by default as well as keeping to the bookings order within case number as appropriate |
| Minor fix | When not integrating non-item charges, if viewing a history booking then opening a previously held job in the main bookings screen you could see the non-item total of the history job appearing in the total of non-item charges of the Main Bookings screen job - now fixed ! | |
| Minor fix | Amended the Yes/No of a new Project group question in Main Bookings Screen to be No/Yes | |
| Major amend | When using the alternate availability tables, a large amount of restructuring has gone on to allow this to now work seamlessly with serial numbered items and visually with the Diary over multiple sites | |
| 22 July 2000 | Minor fix | Amended an inconsistency in the creation of inter company trip item descriptions, where sometimes the calculated description would be entered and sometimes the description on its own |
| Minor fix | Amended the PAT test report to print only the smaller stock description (as defined by the preferences for printing in lists) | |
| Minor fix | Amended the 'fix all items' routine in Amend Dates to not alter discount unless any of the hire dates or discount levels are being altered at the same time | |
| 20 July 2000 | Minor fix | Amended invoice print routine to show fixed sections with discounts rounded to 4 dp's to print to the correct amounts |
| Minor fix | Amended the edit routine in the Main Bookings Screen to allow 'demo' status and 'missing' status jobs to be edited as normal | |
| 19 July 2000 | Minor fix | Amended the Main Bookings Screen to redraw the list of items whenever the list has been cleared |
| Minor enhancement | Added a new system preference in the Bookings section: 1) Adding items - to allow a new job to be created from the toolbar with the current client code already inserted | |
| Minor enhancement | Added a refresh button to the Clients PO Required window | |
| Minor enhancement | When a booking is edited and this triggers an internal mail to the original booker, the internal mail file is checked to ensure there is not already an outstanding unread mail concerning this job before sending the mail | |
| Minor fix (FILE CHANGE) | Amended the Bookings Notes file to add fields to enable remote updating to successfully handle multiple notes per job | |
| Minor enhancement (FILE CHANGE) | Added a new field to Purchase Invoice input where you can store a bookings job number which will then allow this purchase item to be counted against the margin of that bookings job | |
| Minor enhancement | Included a name selection for printing Remittance advices | |
| Minor enhancement | Amended the Stock Owners report to allow an Internal Company code to be entered as an owner | |
| Minor fix | Amended a situation where, with certain preferences set, it was possible to have a blank line of a booking add a second version of the last line of the job - caused by tabbing after entering the last qty instead of pressing enter/ok | |
| 18 July 2000 | Minor fix | Amended the duplicate of non-chargeable items so that it works when there are already some extras in existence on the new job |
| 14 July 2000 | Minor enhancement | Added a preference in the Links section to allow linked descriptions to be held together by automatic choice of the next case number |
| Minor enhancement | With the above preference selected when an item is deleted from a booking, if there are linked descriptions to it (by its case number), then these are deleted along with it | |
| Minor enhancement | Added the invoice number to the printed output from the 'All bookings of a client' report | |
| 13 July 2000 | Minor fix | Amended nested linked descriptions to correctly add all necessary items at the end of job entry |
| Minor fix | Amended a problem where certain non-chargeable items added during linked descriptions would add with an incorrect description | |
| 12 July 2000 | Minor fix | Amended duplication of jobs routine to ensure that Clients who require PO's are correctly noted when duplicating (or amending/editing jobs) |
| Minor fix | When entering items on to jobs which have linked descriptions, fixed a problem which existed if the job had used a client name lookup, where the final added item would have twice its linked items added | |
| Minor fix | Amended the stock descriptions window to allow accounting personnel to create prices on multiple internal companies | |
| Minor fix | Amended the Stock Owners Report to exclude stock that has been deleted but is being held as 'EX' stock | |
| Minor fix | Amended keyboard shortcut to sub-hires to become F11 | |
| 11 July 2000 | Minor fix | Amended Overall price adjustments to make much better roundings to desired figures when editing in Main Bookings View |
| Minor enhancement | Added new preference to Bookings Reporting Options to allow 'Fixed' sections to print showing discount levels | |
| Minor fix | Amended search of Clients Names to bring up search list when exact match not found | |
| 5 July 200 | Minor fix | Amended edit of Stock Codes to correctly alter notes and pictures associated with those stock codes which were not being edited before |
| Minor enhancement | Added a field to the Internal Company window to allow you to tag Internal Companies as 'for exchange use only' and so be excluded from internal company selection lists where appropriate choices are required | |
| 3 July 2000 | Minor enhancement | In Client Reports menu, the option Print Client/Contacts now shows e-mail addresses when viewed on screen, and the export option from this screen allows export of e-mail addresses or fax numbers. E-mail export can be done in comma separated for import into Outlook address books etc |
| Minor fix | Prevented quotations from being able to produce delivery notes | |
| 30 June 2000 | Minor fix | Amended the Sales Stock Reports to differentiate between home companies that start with the same alphabetic characters ! |
| Minor fix | Amended tax itinerary calculations to allow for partial charge dates within an overall itinerary | |
| Minor fix | Amended updating of dates from within old style delivery and collection windows to correctly still update selected lines where it had been only updating the first line found | |
| Minor fix | Amended the printout of deliveries listing from old style deliveries window so that non-chargeable items printed correctly | |
| Minor fix | Amended Margin Analysis to allow for credit items | |
| 29 June 2000 | Minor fix | Amended the Update of Current Stock Jobs to delete any bogus non-chargeable records whilst updating correct ones |
| 27 June 2000 | Minor fix | Fixed a problem where, when duplicating a job with extra non-chargeable items, it was possible to get into an endless loop without actually duplicating the non-chargeable extras |
| Minor fix | Amended the drawing of Day at a Glance when using the Planboard view where the collections would not be correctly drawn for the day chosen | |
| 26 June 2000 | Minor fix | Amended the Delete data routine to set the Name/Address file to read/write before deleting following the June 22nd mod to make it more secure |
| Minor fix | Amended the routine for creating display order numbers when adding new items and non-items to a job to ensure the correct (hopefully) display order number is created whether or not there are non-item charges already on a job - also amended the printing routines to ignore situations where there may be duplicate display order numbers which was causing the same item being printed twice on occasions and certain items to not be printed at all | |
| Minor enhancement | Amended the set up of labels routine, where the 3 across format is selected, to allow a 'start number' to be entered to allow part printed label sheets to be re-used as required | |
| 24 June 2000 | Minor enhancement | Amended the treatment of Simple Returns in the Stock Queries window to show correct return dates when items are unallocated |
| Minor enhancement | Amended PowerPrinter routine to reset to single copies at the end of each print job to avoid leaving print drivers set to multiple copies | |
| Minor enhancement | Amended the 'Add more' function of Purchase Order entry to avoid locking out other users whilst this function is completed, also amended the System Preferences to avoid locking out other users whilst editing | |
| Minor alteration | Amended keyboard shortcut to Options menu to use Alt+I as opposed to Alt+T (which is elsewhere the keyboard shortcut for Delete !) | |
| Minor enhancement | Allowed entry of Rate of Return against individual items as well as by Main Description and amended subsequent stock reports to reflect the Rate of Return entered | |
| Minor alteration | Amended the treatment of the Main Bookings window when brought to the top, so that it will not redraw the list in most circumstances - this *should* help speed up the overall appearance of the application however in certain circumstances, the view of the job in the Main Bookings Screen may not be totally current. | |
| 23 June 2000 | Minor enhancement | Added a Find by Invoice/transaction number in Sales Ledger Client screen |
| 22 June 2000 | Minor fix | Amended the Clients Name/Address file to be more secure from potential incorrect updating |
| Minor fix | Amended printing of delivery notes to allow a job with no items but with non-item charges to print a delivery note correctly | |
| Minor fix | Added an automatic period end date update for clients designated as using no accounts from within the Month End Printouts routine | |
| 20 June 2000/2 | Minor Fix | Amended an error in the Purchase Complete Report (affects only users who utilise the Purchase Ledger and who are running a version dated after June 7) |
| Minor fix | Altered Users Mailing Lists to allow generic e-mail addresses of Clients to be included | |
| Minor fix | Allowed the Non-item charges box to be viewable again when clicking on the Non-item button in the Main Bookings Screen (when pref set to show that) | |
| 20 June 2000/1 | Minor fix | Amended creation of lines on bookings to correctly get next line order number when adding additional lines |
| Minor enhancement | Altered the functionality of the 'Missing' routine to create a 'BLANK' item if there are non-chargeable extras reported as missing on a job with no chargeable items left missing as opposed to simply deleting the non-chargeable missing items | |
| 19 June 2000 | Minor enhancement | (Finally) amended the Client Name/Address screen to allow entry and edit of e-mail, tax and supplier references from this screen. |
| Minor fix | Fixed a problem whereby a partially allocated job would then refuse to allocate any further items when allocating 'manually' | |
| Minor fix | Fixed an issue, in reporting invoice summaries, where there were too many items created against a main item, an incorrect sub hire total could be reported | |
| Minor fix | Fixed a reporting issue in Sales Ledger Complete where a payment transaction which has the same transaction number as an invoice in the current period would report a totalling error | |
| Minor fix | Fixed an export/import issue where the bookings order field was not being updated across export/import routines | |
| 18 June 2000 | Minor fix (REQUIRES.FILE REORGANISATION) | Amended the Bin Location file to use all 4 characters of its code as the index - when this was upgraded from 2 characters to 4 some while back, the index was left at 2 character length |
| 17 June 2000 | Minor enhancement | Added background information in Planboard screen showing items that are linked to other items |
| 16 June 2000 | Minor fix | Amended bin locations to ensure that a) you must have a description entered to create one, and b) you can edit any code without necessarily requiring it to have a description (for old existing info) |
| Minor fix | Amended addition of items onto bookings to better ensure they are entered in the correct sequence | |
| Minor fix | When editing non-item charges in the Main Bookings screen you can now get directly to the description field | |
| 15 June 2000 | Minor enhancement | Added tax description to the Print Client Credit/tax/status screen in the Client Reports menu |
| Minor fix | Altered Print Labels routine to (hopefully) ensure no find errors occur | |
| Minor enhancement | Added an option to the Options menu of the Main Bookings Screen to allow easier and faster addition of a non-item charge (where non-item charges are integrated into the main bookings list) | |
| Minor fix | Where system preference is set to request case numbers for linked extras, this now only requests the case number once per item when being allocated | |
| 14 June 2000 | Minor enhancement | Added option to delete Palm records within TBS prior to using them to update information |
| Minor enhancement | Added the ability to open complete stock and or client lists (when held in memory) by entering '*' on its own in client code or name fields and in stock code or description fields | |
| Minor fix | Fixed a problem where the Documents Folder and Pictures Folder editing in Default Files and Folders would not always update the correct path | |
| 13 June 2000 | Minor alteration | Amended stock check report to correctly exclude stock checked items when requested |
| Minor alteration | Amended stock listing report to ensure it doesn't sometimes ignore the report section printing | |
| Minor alteration | Amended Purchase Order entry screen to ignore stock code lookups where unnecessary when redrawing the list of items | |
| Minor enhancement | Added a System Manager option in the Fixes menu to remove invoice elements in the event of a file input failure mid way through an invoice update routine which may result in partially entered invoice data | |
| Minor enhancement | Amended the line by line entry of cash allocations for US clients to add together similar entries per invoice reference, so as to avoid the replication of data failing due to similar header information where remote sites are employed in data exchange | |
| Minor enhancement | Added a system preference to not allow a job to be deleted in its entirety - so for users who wish to have an unbroken bookings job number trail, this can now be achieved | |
| Minor fix | Amended the treatment of stock description links to correctly behave when links are deleted | |
| 7 June 2000 | Major alteration *File change* |
Added a tax band to every accounting record (sales
purchase cashbook and nominal) to improve tax reporting (and
subsequent tax reports altered) :
Note : for any users of the accounting portions of TBS there is a 'Fix' routine in the Fixes menu to write in the tax banding for all previously stored records |
| Minor alteration | Amended the Amend all details routine to better deal with partially invoiced bookings | |
| Minor alteration | Amended the Palm interface to ignore internal users of level 9 from being added to the Palm | |
| Minor enhancement | Added support for quarterly and annual charge rates for equipment | |
| 2 June 2000 | Minor enhancement | Added invoice contact name to PO's required window to allow extra sorting within the window and printout |
| Minor enhancement | Added history info to the Diary of an Item view - applies when viewing individual stock items only but works for serial and non-serial numbered items | |
| Minor enhancement | Added print facility to stock selection and client selection list windows (when lists drawn into memory) | |
| 31 May 2000 | Minor amendment | For the printing of requirements/shortages screen this now prints in the order that you choose |
| 29 May 2000 | Minor fix | Amended sales invoice summary error report to allow for US style credit references, and altered Standard Reports set for Sales Ledger to correctly set error log list between each internal company |
| Minor amendment | Added sort buttons to Requirements/Shortages window and altered report of that complete list to save paper ! When running shortages over a period, the window now opens sorted to delivery date not to stock description | |
| 28 May 2000 | Minor enhancement | Added a new query to the Show bookings lists menu entitled List of popular items which allows for a user specific time period to be defined with a choice of job types to be selected and will then return the results as a list of days charged per stock item along with the value charged |
| 26 May 2000 | Minor fix | Amended code whereby additions to bookings would automatically suggest a new PO was required when it might not be ! |
| 25 May 2000 | Minor fix | Fixed the totalling of single line view of Client bookings lists which included history jobs |
| Minor enhancement | Added options to the All bookings of a client screen to allow greater analysis of results | |
| Minor fix | Amended some instances where non-item lines in a booking would not edit correctly (incorrect sequence numbers) | |
| 24 May 2000 | Minor enhancement | For NT platforms the PowerPrinter dll now works !! This will allow you to specify the number of copies to print directly from the print selection window without having to go through the printer setup commands screens. |
| 23 May 2000 | Minor fix | Altered the Find in Clients Name/Addresses so as not to close and reopen the window thus negating certain find functions if there was a window open underneath |
| Minor enhancement | Added a new option to the User Report Setup menu to allow local (terminal specific) settings to be stored for label printing | |
| Minor enhancement | Amended the Print S/L and P/L Complete reports so an extra report is generated (if required) highlighting any errors to ease finding and correcting them | |
| 18 May 2000 | Minor fix | Amended the initial drawing of client and/or stock lists where pref set to avoid clearing the last list read when not cancelled |
| Minor enhancement | Amended the routine for Next and Previous in Client Name/Address screen and in Stock Description screen to reflect next and previous relating to a previously selected list using the extended search options when client and stock files are held in memory files | |
| Minor enhancement | Added optional (by system pref) checks that can be run prior to running a period end which double check that certain things have been done | |
| Minor enhancement | Added a new report when running the Standard Reports Set for the Sales Ledger and you are including the Bookings Invoice summaries, to check the bookings invoices against the posted Sales Ledger transactions and report any differences | |
| Minor fix | Amended the editing of non-item charges in Main Bookings Screen to ensure the line is edited and not added as new | |
| 17 May 2000 | Minor fix | Altered the treatment of dates for non-chargeable items where returned early from a jobs standard return date, so that it correctly shows in the Diary screens |
| Minor enhancement | Where bar codes are used (by pref setting) there is now a 'scan history' added to the Stock Item screen which shows date and times of scans when using the Palm interface | |
| 14 May 2000 | Minor Fix | Altered Amend Details routine to allow SYSMGR to edit records not yet summarized |
| 11 May 2000 | Minor enhancement | Added Print button to Stock Description earnings window to allow individual Rate of Return printing for a given stock code |
| 10 May 2000 | Minor Fix | Amended edit and insert of Clients PO info to correctly prevent jobs from remaining as PO Required status |
| Minor Fix | Amended reports of All deliveries and all collections to correctly print Special Instructions | |
| Minor Fix | Amended calculation of conditional discounts to eradicate rounding errors in Invoice Summary reports | |
| Minor Fix | Added extra fields to show shortages on Non-serial numbered alternate Diary Screen where more than 30 concurrent jobs are being shown | |
| Minor Fix | Amended Diary view to show the same treatment of Repair jobs for Planboard and Alternate screens - which also affects Availability - i.e. that items in Repair are not available during the period of testing at all | |
| 9 May 2000 | Minor Enhancement | Added option to print Conditional Credit Notes when User Report Library is used |
| 5 May 2000 | Minor enhancement | Added ability to print sales ledger complete and daybooks as one 'all together' report for multiple company users - also amended the Standard Reports set for Sales Ledger to allow one single print of all internal companies together |
| Minor enhancement | Added new system preference ('Default to print consolidated/show nominal for all companies' in Accounting section) for selecting to view and print all companies together by default for standard reports set and for nominal code viewing (where multiple internal companies used) | |
| Minor enhancement | Added the ability for the 'Previous Month End Aged Debt' report to print as consolidated | |
| Minor fix | Amended the invoice summary reprint so that when printing multiple companies together the correct credit note range is now always found | |
| 4 May 2000 | Minor enhancement | Added facility for local terminals to select (by way of local preference) to use an alternate fax template when using a customised reports library to allow for differing addresses etc from within the same internal company |
| Minor fix | Amended Trial Balance print so that if printing all companies together (where multiple internal companies exist) - only one report is printed | |
| 3 May 2000 | Minor Fix | Altered opening of Main Bookings to ensure details (Ordered by/Approved by etc) are always shown correctly |
| Minor enhancement | In the PAT test menu (applies to EEC users only) you can now look at Print PAT results for a job whether or not you have a PAT tester linked to TBS - if no PAT tester is linked (and therefore storing PAT results) the report will simply tell you all the allocated items on the job and when they were last tested and when next due...... | |
| Minor enhancement | Added an extra Registry entry (PC only) to note which version of TBS is being run (LBR or TBS) so that future new releases can auto detect which version to expand as | |
| Minor Fix | Altered reprint button in Sales Ledger Client view to pick correct credit note number for US users | |
| 2 May 2000 | Minor Fix | Altered Permanent Load lookups to correctly ignore records ready to be deleted - affects availability and allocations for alternate shortage users |
| Minor Enhance | Added a new local preference to allow for local fax settings (where for example some terminals may require dialling with a 9 and some not) - the default remains as a system setting unless the local pref overrides | |
| Major Enhance | Created a new scheme for 'touring tax' to allow the creation of a 'tax table' for a job where each day or period can be specified as to the tax location and the tax charged on a job can then be charged according to the locations used - this therefore allows for multiple tax rates across any given range of dates - requires a system pref setting to gain access to this feature which is then shown as a checkbox for each booking and a new item 'Tax Itinerary' in the Extended Options menu on the Main Bookings Screen | |
| 30 April 2000 | Major Enhance | Added 'Alternate' button to Stock Description window to allow setting up of alternate suppliers of an item, with their charging basis and a preference field where several suppliers exist. This will eventually be linked to the Purchase Order screen for charging detail input, and to the Shortage/Requirement window for easy selection of suppliers of shortages |
| Major Enhance | Added support for Palm OS interface to allow for bar code collection via Symbol Palm SPT1500 or equivalent for allocation and/or stock check | |
| Minor enhance | Added Carnet valuation field to Stock Descriptions - this value is chosen by default when a new carnet is created with any item of stock - if no carnet value exists then the default replacement value is chosen | |
| Minor enhance | Added prep/deprep field to Stock Descriptions to allow each item a selectable period of days of unavailability before and after a job -works with availability and diary screens | |
| Changes during April 2000 | Minor enhance | Amended the auto-change of sales accounting code when selling rental stock to only change to a code containing 'disposal' when the item is owned by an internal user company |
| Minor enhance | Added a button in the Month End selection window to select that option for all internal companies shown (useful for users with many internal companies) | |
| Major enhancement | Automated the export and import of data routines for running multiple data file sites, so that either WinZip (PC) or Stuffit (Mac) is employed to create ready-zipped files for e-mailing back and forth which can be integrated with the e-mail options if required (PC only) | |
| Minor enhancement | Created a new 'remote site' month end routine which will tidy up relevant accounting and bookings files at a period end without re-running any of the 'main site' updates | |
| Minor enhancement | Collection note and/or location return lists now do the same as for load sheets when multiple dates are found to select from | |
| Minor fix | History window was not always showing the correct date of invoice when first opened - now fixed | |
| Minor enhancement | Added option to choose from Sales account refs in cashbook when no nominal ledger is being used | |
| Minor enhancement | When entering credits and entering non item charges into Main Bookings Screen values are now auto-amended to minus values | |
| Minor enhancement | Quotes list - allow one line per job, and add print quote from print button | |
| Minor fax | Resolved problem in reporting of addresses in Daily Deliveries & Collections reports | |
| Minor enhancement | PO question to be asked when PO value is altered in Clients PO box in Main Bookings Screen | |
| Minor enhancement | Added effective run date to All jobs listing | |
| Minor enhancement | Changed PAT test sort to newest chosen first for auto-allocation routine when checking availability | |
| Minor enhancement | Load Sheet can now print by case numbers to allow for easy combining of linked items etc where no bin locations used | |
| Minor enhancement | Changing client codes was not updating sales a/c refs correctly - fixed by ensuring that the client code can only be changed by way of Amend Details which then runs all necessary routines to check for correct tax rate/discount and sales account refs | |
| Minor enhancement | Allow print of Notes on Load Sheet related to particular case numbers where bin locations are not used | |
| Minor enhancement | Added extra line of customised text for statements | |
| Minor enhance | Added a sequence field search when duplicating jobs with non-item charges to avoid endless loop when there were two non-items charges with the same display order number (which shouldn't happen in the first place !) | |
| Changes during March 2000 | You can now delete individual freight info | |
| There is no yes/no question when inserting freight charges | ||
| The status field has been added to the Client PO required printout | ||
| Non-chargeable items can be allocated in the same manner as with chargeable items from the allocations window now | ||
| On the report 'Listing of all jobs' is now an extra line with 'Total invoiced this month' which includes both invoices that have been summarised as well as invoices which have not, thus giving you a better picture of what you have invoiced in the month to date, as well as showing you amounts not yet invoiced but which should be due for invoicing this month..... | ||
| Pref added to allow sub hire allocations to not request a PO being raised | ||
| When Clients PO's are exceeded, a) there is a preference to not e-mail anyone, and b) if no invoice has been raised, the job is automatically reinstated in the Clients PO's Required listing | ||
| When jobs are duplicated or client codes edited, a check is now made for PO's required | ||
| Additionally, you can no longer edit the Client code when doing a manual edit of a job. This now MUST be done via the Amend Details function which will properly take care of PO's required, tax changes, discounts etc. | ||
| Preference added to force every line entered on a job to have zero discount - after one line is entered with a discount, subsequent lines can be forced back to zero discount..... | ||
| Extra sort buttons added to stock listing window | ||
| Sort order changed (slightly) in stock reports to sort on combined description field (i.e. as printed on reports) rather than strictly manufacturer then description, to take account of situations where some items have manufacturer recorded and some don't | ||
| Manufacturers name not added to combined description where the name occurs anywhere within the description (previously test was just for manufacturers name at the start of the description) | ||
| Fixed a problem whereby you sometimes could not edit a client contact name in Main Bookings screen | ||
| Fixed a problem where you sometimes could not edit correctly the gross value of a job also this was not always displaying correctly - should be now | ||
| Fixed a problem where sometimes the incorrect description would display in the Bookings window list | ||
| Made Main Bookings Screen show any already archived items on that job at the same time, also in the History window where still live items are added to the archived items, so in both cases now, you should get a complete picture of a job in either window (providing at least one item from that job exists in the relevant window) | ||
| Amended a situation whereby an items individual charge rate could be edited at any time (even after having been invoiced), so it now follows the correct path for authority of who can edit and who cannot | ||
| Fixed a situation in the cashbook posting where entering the same check reference as an invoice resulted in that item being double posted. | ||
| Fixed a problem where certain style invoice reprints would show an incorrect due date. | ||
| Fixed a problem where, when printing a batch of invoices, the insurance value was not being zeroed between each invoice, resulting in incorrect printouts for subsequent invoices following an invoice which included insurance | ||
| Added an extra section to the 'duplicate job' function when duplicating a 'live' job to now include duplicating any items on that job which may already have been archived. | ||
| Allowance for two new system prefs : 1 for Defaulting to not printing replacement values (see bookings/reporting) 2 for forcing entry of ordered by field (see bookings/adding items) | ||
| The local (i.e. for each terminal) preference to draw client and stock lists upon startup now works much better, and allows for this routine to be gracefully cancelled if you are in a hurry. If you wish to get the lists manually then simply select the relevant options from the lists menu to redraw (or draw) the stock and/or client lists into memory. With these in memory, you can enter wild searches in the clients name fields by starting a name with the character '*' as you can also do with stock descriptions.... |