TBS Modifications
page - 2001 TBS Modifications
page - 2001
| In Release Date | Major/Minor | Alteration/enhancement |
| 18 Dec 2001 | Minor fix | Fixed an issue which was occassionally preventing new stock bar codes from displaying the correct length |
| 15 Dec 2001 | Minor fix | Drag and drop new booking in Planboard when showing stock type search etc now works as expected |
| Minor fix | Going to a job for an item which is a non-chargeable item now goes to the correct booking | |
| Minor enhance | In Mail screen, mass delete will now ask whether to mass delete all externally sent mail up to selected date (or work as before) | |
| Minor enhance | In the Main Bookings screen if the delivery client code is 'CLIENT' then the Ordered by contact list is taken from the Invoice client code | |
| Minor enhance | When printing a delivery note using the Specific Items list, the time will ONLY be changed if the delivery date is set as the current date AND you request the time to be changed | |
| Minor fix | Fixed an issue where the delivery client name would sometimes not redraw correctly as bookings were being shown | |
| Minor enhance | When a client code is holding BOTH alternate invoice and delivery codes, then using that code in a new booking will change BOTH codes in the booking | |
| Minor enhance | Added a new system preference in Bookings Options 1) adding items, entitled 'Add insurance charges on a job by job basis only ?' which will then allow insurance to be selected by individual job as and when required using the same rules and setup as for using all insurance on bookings | |
| 12 Dec 2001 | Minor fix | When printing a delivery note for only non-chargeable item(s) and no main items exist apart from a BLANK, incorrectd etails were printing - now fixed |
| Minor fix | Clicking on an item that showed a comment line as well when in Planboard standard diary would show incorrect list - now fixed | |
| Minor fix | Temp addresses should now redraw correctly in Bookings screen after viewing other screens | |
| Minor fix | Returned sales items which are fully returned but are still made ready to invoice will now not appear on invoices but will be automatically 'finished' instead. By default any sales item fully returned is made 'finished' anyway, the above only applies if the job is for example manually altered to 'ready to invoice' | |
| Minor fix | Editing a delivery date in a booking should not now affect hire start date unless the delivery date is after the hire start anyway | |
| Minor fix | Added a new system preference in Bookings/Adding Items entitled 'Ask whether to make sales items ready to invoice in amend details ?' - for users who have sale or return items that they wish to exclude from an invoice if being raised prior to normal return time by means of the amend details routine | |
| 10 Dec 2001 | Minor fix | Amended an issue where certain collection reports would print with incorrect descriptions |
| Minor enhance | Added additional resources to the tape storage section - NB this involves certain file re-indexing | |
| 28 Nov 2001 | Minor enhance | New system preference added in Bookings Options 9) reporting : 'Allow to test for all valid items first when printing delivery note ?' which, when set will ask at the start of each delivery note print if you wish just to check that all items are valid - if you do check then no delivery note is printed but the procedures are run through and you are told at the end if there were any errors found. Don't check and it runs as normal, stopping if there are errors. |
| Minor enhance | Any sales item on a rental or demo delivery note will now check for its return status, unless the preference below is set | |
| Minor enhance | New system preference added in Bookings Options 9) reporting - 'All sales items are always delivered as final' - used where sale or return does not exist so any delivery of a sales item will by default finish the status and make ready to invoice | |
| Minor enhance | When using TEMP addresses, when entering a TEMP address in the Collect field, the details of the Delivery temp address will default into the Collection address (only if TEMP is used in both fields) | |
| Minor enhance | Amended diary of an item which contains a studio code to show the studio bookings version by default for studio logged in users | |
| 23 Nov 2001 | Minor fix | Fixed an issue where collections would not always print the correct non-chargeable item description when printed from the Options menu |
| Minor enhance | At last ! The new style Purchase Order screen is
working and useable - includes rental facilities very similar to the Main
Bookings screen for entering suppliers pricing types/days per week etc
Note : there is a system preference for toggling between old style and new style Purchase Order screens | |
| Minor fix | Amended connected deletes to not delete an item invoiced awaiting summary no matter what the users preference is set for | |
| 21 Nov 2001 | Minor fix | Fixed an issue where incorrect PO's could be updated when multiple similar stock codes were used on a single booking the the booking was edited |
| Minor fix | Fixed an issue with studio bookings entering non-item charges to the Main Bookings Screen | |
| Minor fix | Made Crew PO's fixed when authorised to prevent automatic amendment by bookings edit | |
| Minor enhance | Added a System Preference to the BOOKINGS OPTIONS 9) reporting section entitled 'Sort invoices by client code before printing' (which is only available for clients who have the displaying bookings preference to display sorted to stock type or created order) which will pre-sort a batch of first time print invoices to client code order for the benefit of collating for mailing afterwards | |
| 12 Nov 2001 | Minor enhance | Allowed editing the unit price in a PO of an existing allocated rental item to auto update the allocation outstanding charge value within the job (where all job references are given within the PO) |
| Minor enhance | Amended the credit terms lookup routine to ignore newly deleted terms when showing these on screen etc prior to the next deletion run | |
| Minor enhance | In the Alternate Collections screen, Scan to Job now shows a list of all known jobs of that item if it is not currently noted on a job | |
| Minor enhance | Added a bar code entry field to the Item choose screen used in Diary and All bookings of an item lookups - scanning a bar code will show all bookings of just that item or a diary of that stock code | |
| 3 Nov 2001 | Minor enhance | Added suppression of client print to that of the stock print for that selection in Sales Month End procedure |
| Minor enhance | Added a sortable 'Comment' field to the Specific Items screen to allow unreturned items to be sorted to the top of the list to allow easier manual return of items | |
| Minor enhance | Added the ability to delete selected lines from the Non-chargeable items screen when using the Delete button | |
| 30 Oct 2001 | Minor enhance | Added the ability to use temporary addresses for delivery and collection details - use the key client code 'TEMP' and a pop up box appears to fill in - stored as a note within the job and appears on all relevant paperwork provided your reports are using the temporary variables selection |
| Minor enhance | Added sale or return quantity for manual returns of non-serial numbered sales items - updates sales stock transactions with returned quantity also | |
| Minor enhance | Added system and local preference to allow shipping list to be printed from a custom reports library or (locally) to use the built in default report | |
| Minor fix | The Delete button in the Allocations screen will now delete non-chargeable items | |
| Minor enhance | Added expand individually and expand by quantity buttons in the Non-chargeable Extras screen, to allow any item with a quantity of greater than 1 to be split into smaller item quantities - only visible when a line is highlighted with a quantity greater than 1 | |
| Minor enhance | From the Specific Items list, double clicking on a non-chargeable item will now open the non-chargeable entry screen with the item highlighted | |
| Minor enhance | Added a NS column to the Allocations screen to indicate non-serial numbered items i.e. those which do not require allocating prior to delivery | |
| Minor enhance | Added a customised text option for Collection charge, also where automatic delivery charges are being used, entering a code in the collection field will trigger for an automatic collection charge separately to the delivery charge - if two charges are to be made then enter the same code in both fields if required | |
| Minor enhance | Added a 'check delivery charges' option to the Extended Options menu, along with vehicle check | |
| 25 Oct 2001 | Minor enhance | Added the ability to show client directions within a customised client label |
| Minor enhance | Added the label line size as a locally storable value within the Client Reports menu - label settings | |
| Minor enhance | For the envelope label print from the main Name/Address screen ensured that the setup can override the standard half inch top margin setting | |
| Minor fix | Fixed an issue where Collections from the Options menu would not print the correct non-item charges for that job where that preference was set | |
| 19 Oct 2001 | Minor fix | Fixed an issue with past/finished sub hire dates showing incorrectly on old style diary screen |
| Minor fix | Amended the performance of the Linking Stock descriptions screen to a) show the list for the currently selected stock code upon opening and b) to not allow stock searches within the linking screen to default out to the stock descriptions screen as could happen occasionally before | |
| Minor enhance | Added two fields to the Default Files screen to allow the next auto generated barcode number to be set, and to allow the character length of auto generated bar codes to be set - n.b. these fields are only visible if auto generated bar codes preference is set to on | |
| Minor enhance | Allowed a blank code in the bar code field to be able to automatically be set to the next generated bar code number when entering or updating stock items - providing the relevant system preference is set to allow automatic bar code generation. | |
| Minor fix | Fixed an editing issue in the Tapes / Optional Lists contents screen where sometimes an entry would not edit | |
| Minor enhance | Allowed the Optional List Titles, where no list entries are made against that title, to convert the entry field in the Tapes / Optional Info area to a straight text entry from a drop down list selection | |
| Minor enhance | Added the total amount of discount given on a booking to the help message shown when holding the cursor over the Gross total field | |
| 17 Oct 2001 | Minor enhance | Added wild card phone and fax number search to Name/Address screen when Clients List held in memory |
| 15 Oct 2001 | Minor fix | Fixed a security issue where, from the log in screen, it was possible to find out the last users password. |
| 12 Oct 2001 | Minor fix | Fixed an issue in the Tape Screen / Complex Find where any columns above 8 were not showing correctly |
| Minor enhance | Added a 'summary or detail' radio button to the Tape Complex Find to allow tapes to be shown as 1 line per tape where this makes life easier | |
| Minor enhance | Added logos to the alternate Tape Delivery Note format | |
| Minor fix | Fixed an issue where the Diary of an Item would show incorrectly for a one day rental where the option to use the actual dates as the sort criteria was used | |
| Minor fix | Fixed an issue where occasionally penny under or over payments made through the cashbook would result in no automatic write off request but the full transaction would be paid anyway | |
| Minor fix | Fixed an issue in the System User details screen where editing job descriptions required a double click in the dropdown list - now works as per other lists | |
| Minor fix | Fixed an issue in the Planboard screen that was preventing drag and drop changes from working correctly | |
| 8 Oct 2001 | Minor enhance | Added a function to the Extended Options menu in the Main bookings Screen to be able to select a pricing type for a job which will amend all rental items on that job to use the selected pricing type where one exists for that item |
| Minor fix | Amended the behavior of the Copy button in the Tape selection screen to not clear the selected list upon double click | |
| Minor enhance | Added an alternate style for tape delivery notes selected by way of a system preference addition | |
| Minor enhance | Added the printing of bank details to all English invoices in the default reports (previously these were only available on French and German reports) | |
| 30 Sep 2001 | Minor enhance | Added a delivery charge table for rates to be charged by post/zip code when the automatic delivery charge preference is set |
| 28 Sep 2001 | Minor fix | Amended the single label layout to put the phone number on a separate line after the address |
| Minor enhance | Added default client and delivery codes to project groups which filter through when creating a new booking | |
| 25 Sep 2001 | Minor fix | Fixed some font issues on some of the tape selection screens |
| Minor fix | Fixed an issue in Stock Type Definition when entry was cancelled, the stock type field was not being re-enabled | |
| 22 Sep 2001 | Minor fix | Fixed an issue with multiple companies and month end procedures where if multiple companies were selected, only one would show in the subsequent month end selection screen |
| Minor enhance | Amended the Update Client/Stock turnover routine in Fixes menu (available to admin users only) to allow a variety of updates for the current year or with last year | |
| Minor fix | Added the ability for individual terminals to preset the print destination and setup of each report | |
| 16 Sep 2001 | Minor fix | Fixed an issue where adding items to an existing job and tabbing out of the stock code would go to the start date not the description field |
| 12 Sep 2001 | Minor fix | Fixed an issue where invalid folder numbers caused an error on display |
| 8 Sep 2001 | Minor fix | Fixed an issue with de-prep dates which caused incorrect extras info in Diary screens |
| 5 Sep 2001 | Minor fix | Fixed a gremlin with editing of Pricing Types |
| 3 Sept 2001 | Minor fixes | Fixed a number of mac issues relating to button images etc and general tidying up for consistency |
| 31 Aug 2001 | Minor enhance | Increased the text point size in barcode label format |
| 29 Aug 2001 | Minor fix | Amended the keyboard shortcut on the Non-item charges button in the Main Bookings Screen from Alt-N to Alt-M to avoid a clash with the Notes shortcut (Alt-N) |
| Minor enhance | Added a button to the Tape Catalog screen to toggle between auto barcode generation and manual entry | |
| Minor enhance | Amended the Tape Palm interface to allow entry of boxes and shelves without the requirement for tape numbers - a box entered on its own will now update all tapes within that box | |
| 20 Aug 2001 | Minor enhance | Added 'booked by' to listing of all jobs screen report |
| Minor enhance | Amended credit setup for clients, so credit limits display with outstanding available credit in View SL Client screen | |
| 19 Aug 2001 | Minor fix | Fixed an issue in the Stock Description screen when (with stock descriptions list in memory and with the preference to keep a results list open) if a stock type list is chosen using the pop up stock types screen, then the results list is lost upon any selection. |
| Minor enhance | Added non-chargeable items to collection note print when using the Options menu of the Bookings screen to print a collection note | |
| 18 Aug 2001 | Minor enhance | Added a whole new Palm interface for the Tapes section allowing tapes to be scanned via Palm and then entered into the tapes system as per any other stored list |
| 17 Aug 2001 | Minor fix | Fixed a nasty bug where manual editing of a name/address email ref would also delete all of the current call log for that client code |
| Minor fix | Added the ability for admin users to see all call log messages whether ready to delete or not... | |
| Minor enhance | Added a user preference to allow a user to be prevented from creating credit bookings | |
| Minor enhance | Allowed the 'extras' code to be searchable in the Stock Description screen | |
| Minor enhance | Added a transaction date to non-item and freight charges (shown/entered in the hire start date within bookings) which will print out as a delivery date on invoices etc | |
| Minor enhance | Added barcode creation integration for Windows users utilising the BarFont for Windows application from Worthington Data Systems | |
| 13 Aug 2001 | Minor enhance | Sales Stock Transaction and Valuation reports now default to the same options and print in the same order |
| Minor fix | When going from stock listing screen back to Stock Description screen, the description screen was not properly redrawing all info - now fixed | |
| Minor enhance | Added a new system preference (in Bookings Options, Reporting) to allow printed case labels to use a user defined layout (note : requires additional format adding to reports library - see TBS) | |
| Minor enhance | Added a flag to stock items to a) book them into repair and b) note to alert designated users upon their return from a job | |
| 8 Aug 2001 | Minor fix | Amended sales stock transaction and valuation reports to get much greater accuracy of information in printed reports - also fixed error in qty used when updating transactions |
| Minor enhance | Added a routine to the Sales Stock Purge which will automatically 'use up' any surplus stock received (starting with the oldest) to balance to the currently stated sales stock quantity - only works for where there is surplus transaction stock received - where there is too little received, it will still use the generic buying price to calculate values | |
| Minor enhance | Included the ability (for admin personnel) to edit the used qty of sales stock transactions as well as qty itself | |
| Minor fix | Added a new option to the Fixes menu available to admin users in the Main Bookings screen which will run through any existing sales stock transactions and clear any receipt transactions which are currently showing negative used qty - run once only ! | |
| Minor enhance | Added a new User preference in 'Stock' to allow standard authority users access to the sales stock reports - accounting and admin personnel are allowed by default | |
| 6 Aug 2001 | Minor enhance | Added bin location selection to sales stock reports (optional) |
| 3 Aug 2001 | Minor fix | Fixed some issues in Receiving items to do with correctly seeing when items should be added as Sales Stock and when not |
| Minor fix | Fixed some issues in the new Planboard screen to do with Studio and Crew bookings which were incorrectly displaying | |
| Minor enhance | Added a System preference to allow Studio bookings lists to default to include Notes for the period - as well as giving this option anyway ! | |
| 2 Aug 2001 | **FILE CHANGE** | Increased the size of the net charge in non-item file to allow values above 25 million (for our users with currencies that use big numbers !) |
| 1 Aug 2001 | Major enhance | New version of Planboard interface released - allows printing of Planboard and whole new look |
| Minor fix | Fixed an error in update of sales stock transactions when changing homes of internal companies (rarely used) | |
| Minor fix | Amended stock code edit routine so that sales stock quantities and sales transactions correctly merge when asked to | |
| 27 July 2001 | Minor enhance | Added the ability to show Ordered by field to Project Group Summaries |
| 23 July 2001 | Minor enhance | Added two new special pricing types - incremental discount every 4 weeks, and use pricing types |
| 18 July 2001 | Minor enhance | Added a 'Review' button to the PL Client screen which will show all invoices/credits of a client for a given period of time - only applicable if you run the TBS Nominal ledger |
| 30 June 2001 | Minor enhance | Added a system preference (Bookings Options 4) Date Options) to allow new bookings to default to a delivery date with a hire start date one day after that |
| Minor fix | Fixed a strange feature in Planboard where the first booking visible in time views where weekends were shown would not permit being moved | |
| Minor fix | Fixed an issue where job references on lines of a Purchase Invoice were being incorrectly shown after entry of the Purchase Invoice (they were being entered correctly, just not displayed correctly) | |
| Minor fix | Fixed a minor issue in Planboard when viewing serial numbered individual items, the left hand column was showing one row out from that clicked on | |
| 28 June 2001 | Minor enhance | Added wild card Stock Search definitions which work in Diary and All bookings of an item screens (i.e. allow searches like *YAMAHA etc) |
| Minor fix | For users who keep sold stock as 'EX' items, but wish Sales items to be deleted, fixed two instances where they were not being deleted but still changed to 'EX' | |
| Minor enhance | Added a system preference (General Options b) stock) to default new tapes being added as chargeable | |
| 27 June 2001 | Minor enhance | Added Mailing Lists to the Communications menu to allow predetermined events which trigger a mail item to be sent to a selected list of personnel (internal or external) rather than by job title - if no personnel are selected then previous job titles still work |
| 26 June 2001 | Minor fix | Fixed an issue with linked items when allocating by bar code |
| 19 June 2001 | Minor fix | Amended the creation of tape types to automatically create a new unique index number |
| 18 June 2001 | Minor enhance | Added stock searches to the All bookings of an item routine |
| Minor fix | Allow multiple stock categories to be chosen when clearing stock check flags | |
| Minor fix | Amended the printing of notes in Load/Picking sheets where bin locations are used to get better results | |
| Minor enhance | Added a new user preference under Authorities/Clients to disallow access to credit terms field of the Name/Address screen | |
| Minor fix | Fixed an issue with manual returns via Specific Items screen of un-serial numbered non-chargeable extras | |
| 14 June 2001 | Minor fix | Amended the PO Received screen so that the View Job will find History jobs as well as live jobs |
| 13 June 2001 | Minor fix | Fixed an issue where linked stock descriptions of non-chargeable items when using the folders version of bookings would not add the descriptions or quantities |
| Minor enhance | Added a new report to the Client Reports menu for those using the nominal ledger to be able to search for all client codes which occur in selected nominal codes over a selected date range | |
| 12 June 2001 | Minor enhance | Added the Sales Stock Transactions file to the change of a stock code routine |
| Minor fix | Added bar code printing to the Tape Catalog area
along with various changes to the tape area
**NOTE** File change required for this | |
| Minor fix | Left the third payment option button in the cashbook transaction screen for users not using the Purchase Ledger - also added a way to 'fake' PL payments via the cashbook when not using a PL either | |
| 10 June 2001 | Minor fix | Fixed an issue in Sales Stock screen where users authorised to edit the sales stock quantity could not access the quantity field |
| Minor fix | Fixed an issue which stopped addition of non-chargeable extras when using stock codes via the Extras screen from the Specific Items window | |
| Minor enhance | For crew stock codes, if the 'Earnings' button is selected then no PD's will be calculated for that code by default | |
| Minor enhance | Changed the Windows Alt keys for the Main Bookings screen so that Notes are accessed by Alt-N and the Tax/PD Itinerary can now be accessed using Alt-E then T | |
| 6 June 2001 | Minor enhance | Added a clients exemption report for US users to the Client Reports menu |
| Minor fix | Amended some issues to help speed up printing of non-chargeable items from Specific Items screen | |
| 4 June 2001 | Minor fix | Fixed some issues with adding extras through the text entry screen from Specific Items screen, where sometimes the extras would not get correctly added |
| Minor fix | Fixed a sort issue when printing a Load Sheet from the Specific Items list where Bin Locations are used to ensure all locations stay sorted together | |
| 31 May 2001 | Minor enhance | Added PAT test periods to each Stock Description so the default will still be taken from the Internal Company default period, but each stock description can then override the PAT test interval for those items only. Also added a 'retest upon return' indicator which will force any of these stock items to be retested upon return from a rental. In the Fixes menu is an option entitled 'Set all PAT retests' which will update every stock description record with the retest flag. |
| Minor enhance | Added a new system preference to the Stock section to default new descriptions to show as retest upon return (applies to PAT testers only) | |
| Minor enhance | Added the ability to clear stock check data by selected stock types as opposed to only clearing the whole file previously. Also running the Stock Check option from Stock Reports now allows access to the Clear function as well. | |
| Minor enhance | Added serial numbered sales stock to the Check No In Pool function | |
| Minor fix | Fixed an issue in the Folder version when Updating and returning a job the list of items would be cleared from the Main Bookings screen | |
| 29 May 2001 | Minor fix | Fixed an error in the Insurance valuation calculation where only the current job required to be checked, which was including other items booked by that client on other jobs as well |
| 25 May 2001 | Minor enhance | In Item list when shown from Stock Description screen, for Admin users there is now a button which shows entitled 'Remove EX' which will physically delete any EX items in that list |
| 23 May 2001 | Minor fix | Added nominal history reads when printing Sales Ledger Reports with history |
| Minor fix | Fixed the toolbar icon to start a new booking using the currently selected client code | |
| 8 May 2001 | Minor fix | Fixed an issue in the Name/Address screen where the tax rate list would not always correctly show when editing data |
| Minor fix | Fixed an issue with import/export of client communication data where contact name was updated as the record sequence number | |
| 5 May 2001 | Minor enhance | Added a fix routine to the Fixes menu available to System Administrators to allow a complete change of currency of the internal company under which the user is logged in (i.e. to allow French users to change from FF to Euros !). Allows the base currency to either be changed or not and updates all records accordingly. Also changed all french default invoice reports to show values in FF as the side value, where it was in Euros before. |
| Minor enhance | Added a yes/no question to the delete routine in Stock Descriptions to verify the intention to delete | |
| 4 May 2001 | Minor enhance | Added the item description to each and every line of the stock earnings report so that when exported to excel etc it retains its sortability |
| Minor enhance | Added an analysis report to the 'All bookings of an item' screen to show average charge days and average earnings per job etc. | |
| 2 May 2001 | Minor enhance | Added Sales Stock Equivalents to the Stock Variables menu. This allows sales stock codes to be entered on one side which can be swapped to its equivalent code when entered in Purchase Orders. Correspondingly when items are received via PO's under the equivalent code, the real code is increased by its calculated quantity. |
| Minor enhance | Added a 'make PO' button to the Sales Stock screen (from the Stock descriptions screen) | |
| 28 April 2001 | Minor enhance | Added the ability to print reports directly into the Mail screen (as text reports) to allow for either Internal or External mail to follow |
| Minor enhance | Added a Low Sales Stock report to forewarn of sales stock shortages | |
| Minor enhance | Added a system preference in the Stock section to allow an internal mail to be sent to either the purchase account holder, or if none specified to the job admin person, when any delivery of a sales stock item shows a level in stock under the required minimum | |
| Minor fix | Fixed an issue with editing Project groups to ensure the correct Project Leader is selected as the Admin contact | |
| Minor fix | Fixed an issue where duplicated jobs would not automatically pick up a default project group leader as admin contact | |
| Minor fix | When a Project Group leader is edited, all related current jobs are also updated for their Admin contact | |
| 18 April 2001 | Minor fix | Added Requisition no to bin location stock listing report |
| Minor enhance | Added SAP fields in Bookings Screen and in Summary where preference selected | |
| 12 April 2001 | Minor enhance | Added client insurance report to Client reports menu |
| Minor fix | Fixed an issue on Tax Exemption data import routine | |
| Minor enhance | Moved the position of the Clients PO screen when opening in the Main Bookings Screen and altered yes/no to no/yes for 'waiting for po' question | |
| 4 April 2001 | Minor enhance | Amended stock and client selected list screens to allow selected lines only to print or the whole list if no lines selected |
| Minor fix | Fixed an issue on TBSWeb where folder users failed when creating new jobs via the browser if an incorrect tax rate was encountered | |
| Minor enhance | Added current job number to stock owners report | |
| Minor fix | Small change to US S/L client display to allow multiple journals against one transaction to show together | |
| Minor enhance | Added the ability to report Stock Listing by specific Bin Locations (including generic descriptions at location as well as specific stock items shown at that location) | |
| 27 Mar 2001 | Minor enhance | Added the ability for admin users to alter the "use serial no/don't use serial no" of a whole stock type during a find |
| Minor enhance | Added the ability to rebuild client turnover figures for the current or current and last years, company by company - from the Fixes menu as Admin user | |
| 24 Mar 2001 | Minor fix | Fixed an issue with creating carnets and the carnet window not always opening to the correct carnet |
| Minor fix | Added the ability for admin users to update the bin location of a whole stock type during a find | |
| Minor fix | Adding freight charges to a job now checks for PO value overruns and updates as required | |
| Minor fix | When looking at non-item charges from a history job, you are no longer given a message saying you cannot edit the item | |
| Minor fix | Added non-item values into the insurance charge calculation where the system preference is set for this to happen | |
| Minor enhance | Added an option for Palm users to show a 'File Link' button in the Client/Contacts screen to allow a File Link file to be exported from TBS which can sync to a Palm Address book | |
| Minor enhance | Added a fourth data file slot to allow a 'Palm' data file to be created on a users local terminal when running Terminal Server or Citrix. A special TBS Palm library is then available for local communications between a Palm and the local data file, with the main app then pulling info from this file | |
| 11 Mar 2001 | Minor enhance | Added PC and Mac support for Adobe Acrobat PDFWriter (with addition of extra External app) |
| Minor enhance | Allow pdf files to be manually named by the user - by selection of a local preference | |
| Minor fix | Fixed an issue when editing Project groups where the preference is set to automatically edit return dates was not editing anything ! | |
| Minor fix | Fixed an issue with the output of the Stock Listing when attempting to print this to a file as tab delimited - now does as its told ! | |
| Minor enhance | Included sales stock in the Stock Check printout | |
| Minor enhance | Allow Stock check print to be sorted to stock type (with subtotals) or stock code (no subtotals) | |
| Minor enhance | Amended Folder Bookings screen to resize stock code entry field and description when using code1 style | |
| Minor enhance | Added ability to add stock description notes to Price List report as well as via TBSWeb stock lists | |
| 7 Mar 2001 | Minor fix | Amended various parts of the Send mail routines to allow for better integration of attachments etc when sending external email directly from TBS |
| Minor fix | Completed the interface for Acrobat 4 to be used as an alternate Acrobat writer (which also works in Terminal Server/Citrix) | |
| Minor fix | Amended all standard reports so that when running from a mac, you are not prompted for the page setup for each report | |
| Minor enhance | Added a button to allow all selections to be made at one go in all Month End/Standard Reports selection screens | |
| Minor enhance | Added Reps analysis for current jobs in addition to only invoiced jobs | |
| 2 Mar 2001 | Minor fix | Fixed an issue in folder version where reordering lines (drag and drop) would upset any edit done prior to redrawing the job |
| Minor fix | Amended Goods Received screen to allow individual lines to be double clicked on to edit - also updates sales stock received data, prompts for more serial numbers of s/n stock and gives message to delete if reducing s/n sales stock received quantity | |
| Minor enhance | Added a print button to the client bank/card details screen and also the facility to select between bank or card details | |
| Minor enhance | Added new system preference (in Bookings Options Adding Items) to allow the 'Ordered by' list of contacts to be displayed by default from the delivery code rather than the client code | |
| 1 Mar 2001 | Minor fix | Fixed an issue in addition of Extras via Specific Items screen where entering a valid stock code would not display correct list of items or description |
| Minor fix | Fixed an issue in the folder version of Main Bookings Screen where editing an item after adding a new item or items which caused the list to be resorted would cause an incorrect description to be displayed | |
| Minor fix | Fixed an issue in the folder version where the Allocations list would not necessarily match the same order as the bookings screen list | |
| 28 Feb 2001 | Minor enhancement | Added a new System Preference in the General Options / Clients section entitled 'When entering new client codes enter logged in user as Rep contact ?' - does what it says ! |
| Minor fix | Fixed an issue in Month End Nominal reporting where after printing all standard reports the list would return to a Purchase selection not a Nominal | |
| 27 Feb 2001 | Minor enhancement | When changing Internal Company homes, a check is made to see if the company home was the last at the old home and if so, a prompt is given to amend all related sales stock records to move to the new home - note : you are advised to ensure backups are held prior to this, and that any associated data files are synchronised up to date, as certain data is physically deleted in this routine |
| Minor fix | Increased the width of the Item List window to allow the full 20 characters of the Stock Item Comments field to display. Also amended the Stock Item screen to allow all 20 characters to be entered into the Comments field | |
| 25 Feb 2001 | Minor fix | Amended individual price per client section of both Stock Descriptions and Bookings screens to work and look better |
| Minor fix | Amended an issue in the Diary routine where multiple unallocated items were not displaying correctly (in Feb 20 version) | |
| Minor fix | Amended the 'Open attachment' call to work under Win2K as well as 9X | |
| Minor fix | Fixed a bug in the Extras addition window found in the Specific Items screen when adding stock coded items it would fail with an error - now sorted | |
| 24 Feb 2001 | Minor fix | Amending the Crew Default Purchase Account code and Default PD code are now an admin or accounting level only feature |
| Minor fix | Purchase Orders now default to the tax rate based upon the suppliers tax rate code as opposed to the Internal Company rate | |
| 20 Feb 2001 | Minor fix | Finding by client code in Name/address screen was not setting current client code correctly |
| Minor fix | Availability following a crew diary check would show incorrectly | |
| Minor enhancement | Alternate suppliers of stock now show in the required items screen (availability and shortages) and you can automatically create PO's from here (works for both rental - uses alternate suppliers preferred supplier - and sales items - uses sales stock supplier) | |
| Minor fix | In Folder version the short code is now correctly shown upon initial job entry | |
| Minor fix | Where multiple companies are used the selection of a default price rate now checks for the job company default first before using any other default (if that preference is selected) | |
| Minor fix | In Purchase Invoice Entry the tax band now pops up the tax rate table | |
| 16 Feb 2001 | Minor fix | Finished all changes relating to stored lists (stock and clients) and these being auto updated as required |
| Minor fix | Sales jobs now correctly go through the availability routine excluding quotations except where that is the job being checked | |
| Minor fix | Printing a delivery note for a job with all sales items now defaults to the Sales Delivery Note | |
| Minor fix | Sales items which are both serial numbered and allocated now correctly update sales stock transactions when delivered or invoiced | |
| 15 Feb 20001 | Minor fix | Fixed an issue when finding by stock type with Stock Lists drawn |
| Minor update | New System Pref to allow an internal company to default to mixed sales and rentals but with sales as the primary function - this allows new stock to be created as sales by default, new bookings to be created as sales by default etc | |
| 13 Feb 2001 | Minor update | Stock prices can now be titled - see the Stock / Stock Variables / Setup Pricing Types for standard descriptions which can then be associated with any rate on a stock description - this is visible when editing in the Bookings Screen as well as in the Stock descriptions screen when not viewing pictures |
| Minor update | New system preference to allow sales items added to a booking to show with no return date by default | |
| Minor update | New system preference to allow PO's to state next day as default delivery date when manually creating PO | |
| Minor fix | Fixed an issue in the PO List screen where items would not always be viewed in the returned PO | |
| Minor update | With items showing no return date, system will now not ask many of the associated questions re 'is this returning'/'finish delivery status' etc | |
| Minor update | New System Preference to allow serial numbered sales items on bookings to allocate without asking allocation question | |
| Minor update | For users of default stock code type, new stock codes can be created when inserting new descriptions by leaving the code blank and tabbing into manufacturer or description then continue tab to auto-create the code | |
| 12 Feb 2001 | Minor fix | Fixed refresh of values in Folder Bookings screen |
| Minor fix | Changes to Finds of stock and clients when lists drawn to make it easier (single result carries on etc) | |
| Minor fix | Changed Find routines in Purchase Order screen for drawn lists and Item Codes/Descriptions | |
| 7 Feb 2001 | Minor enhance | Added a warning at the month end invoice summary report when run from the Standard Reports Set to highlight invoices and credits not yet summarised |
| Minor fix | Amended folder version of bookings to correctly and always include non-item charges when finding bookings | |
| Minor fix | Amended access to tax rate field in Client Name and Address screen which would sometimes not work as expected | |
| 1 Feb 2001 | Minor enhance | Allow Price List report to print only sales rates, and/or to print all recorded prices per code |
| Minor fix | When running extremely large invoice summaries the timer was being reset prior to entry of invoices into the Sales Ledger thus causing a login screen to appear midway through invoice posting causing (sometimes) the invoice being entered to be incorrectly treated - timer now cleared till the end of all entries have been made | |
| 31 Jan 2001 | Minor fix | In non-Folder Bookings Screen fixed an issue where Project Group list was not drawing if empty |
| Minor enhancement | Added powerful search and store capabilities to tape menu | |
| Minor fix | Amended an issue where certain reports libraries would report incorrect tax rates on first run invoices following being asked to 'Finish' a status of an earlier item | |
| Minor fix | Fixed an issue where printing nominal transaction list from Standard Reports Set would include reading the History files as well when not required | |
| 29 Jan 2001 | Minor fix | History jobs in Project group screen were not being viewed correctly - now fixed |
| Minor Fix | Alteration to Missing Jobs - Prod Ref now left on new job as per original and wording re original job now in Special Instructions - PO ref is now cleared as well | |
| Minor Enhancement | Added new System Pref in General Options/c) Clients to allow crew items to be excluded from Project Group date updates | |
| Minor enhancement | Added warning messages if PD's attempted to be added to a booking with no PD Itinerary set up yet | |
| Minor enhancement | Amended some minor viewing details on the Project Group Screen | |
| Minor enhancement | Created a modifiable viewing list screen when returning tape search results | |
| Minor enhancement | Added a user definable entry for top and bottom margin settings (local prefs only) for printer output | |
| 24 January 2001 | Minor fix | Fixed some issues with folder versions and insurance charge addition |
| Minor fix | Altered some issues in the folder version when redrawing/reopening the bookings screen and recalculating booking totals | |
| 22 January 2001 | Minor fix | Fixed an issue in the old style Notes screen where cancelling at the client code entry would cancel the entire entry - now carries on leaving client code blank |
| Minor fix | Fixed an issue where a sales stock item on an invoice followed by a non-item would result in the item printing with no value and/or no currency showing | |
| 21 January 2001 | Minor mod | Fixed an issue where alternate style invoices would not print non-item unit price |
| Minor mod | Amended Project Group job selection for invoicing to allow automatic de-selection of previously invoiced items | |
| Minor mod | Fixed an issue with Insurance charges where non-item addition in folders would affect the insurance chargeable | |
| 19 January 2001 | Minor mod | Altered the print of all clients bookings to correct the value shown |
| Minor mod | Amended various issues to do with folders and insurance charges | |
| 18 January 2001 | Minor mod (File change) | Added a short code to standard folders to allow shorter viewing in the Main Bookings Screen - by default the first 4 characters of a folder name will be displayed if there is no short code |
| Minor enhancement | Added history to nominal ledger transaction report | |
| 17 January 2001 | Minor mod | When inserting tapes, they now default to a status of In and the status display remains constant when editing titles etc. |
| Minor mod | Fixed an issue with Insurance charges and automatic addition | |
| 15 January 2001 | Minor mod | Fixed an issue which could allow incorrect or unverified sales account codes to be inserted on a booking where the sales account list had not been yet drawn into memory |
| Minor mod | Fixed an issue where in certain cases editing a contact record would not allow you access to the job title or direct number fields | |
| 12 January 2001 | Minor mod | Adjustments to tape catalog |
| 11 January 2001 | Minor enhancement | Added the ability to include non-chargeable items on confirmations - also new system pref to allow this to be defaulted |
| 9 January 2001 | Minor mod | Combined the Qty Recvd and Add to Sales Stock buttons in the Purchase Order Goods Received screen, so that Sales Stock is now updated as a matter of course for any stock noted as sales stock |
| Minor mod | Amended automatic creation of Purchase Orders from bookings allocations and from sales stock renewals where authorisation is automatic to update the budget figures of the account reference accordingly | |
| 7 January 2001 | Minor fix | Amended printing of Client Communication Notes so that the select of individual notes now works |
| Minor fix | Amended a couple of instances where use of the Stock Type code 'CR' when not using the Crew option caused odd error messages | |
| Minor fix | Amended Crew searches to not show an extra day on some of the planning screens | |
| Minor fix | Amended the Year End additional Client and Stock updates to correctly not update the period 12 turnover figure to zero ! |