| In Release Date |
Major/Minor |
Alteration/enhancement |
| 23 December 2004 |
Minor enhance |
Added an automatic email when a new 'Replacement'
type booking is created for a project group, so the project group leader
receives an automated email |
| 19 December 2004 |
Minor enhance |
Added the capability for user reports libraries to
hold and use alternate Folder style reports (note : standard library still
uses only one style folder report) |
| |
Minor enhance |
Added the job number of each line to the help bar
of Specific Items - useful when viewing a Project Group Specific Items
list |
| |
Minor enhance |
When viewing All bookings of a Project Group, clicking
on the Specific Items button now asks if you want to view only working
items or all items |
| |
Minor enhance |
Added new button to the main users toolbar (replaces
Internal Comapny Info) entitled Quick Returns - this allows bar code scans
to return any item without any date queries being added to the Query list |
| |
Minor enhance |
The Project Group list screen now includes an 'Add
new booking' button |
| |
Minor enhance |
Stock Code Description screen now includes a warranty
period field |
| |
Minor enhance |
Added a new System Preference in Bookings Options
5) Shortages entitled 'Default to include quotes in Availability from Bookings
Screen' - which works automatically on Availability buttons in Bookings
screen, and sets the default for all other Diary and Shortage report runs
- note : this therefore also allowed quotes to be optionally included or
excluded in Shortage runs or Diary view |
| |
Minor fix |
Fixed an issue in the Shortage report when attempting
to select a single job - firstly the company list selector was not correctly
closing (now fixed) but more importantly when running for a single job,
the results were incorrect (now fixed) |
| |
Minor enhance |
Added a new User Preference to specifially allow
certain users (not alreday set as administrators or accounting) acces to
Credit Terms of Name/Address screen and Bookings Screen |
| |
Minor enhance |
Added a new column to the Job Type screen to allow
certain job types to have any values set at zero when putting together
a Project Group listing |
| |
Minor enhance |
Moved the Invoice number and date columns to the
left of the PO Number column in the Project Group screen |
| |
Minor enhance |
Added a button the Purchase Order screen to allow
a Purchase Order to be duplicated - this will set the logged in user as
the originator of the order and remove any authorisation and job references |
| 16 December 2004 |
Minor enhance |
When using the All bookings of a Project Group to
show the Specific Items list for an entire project, printing the Collection
Note now does not split pages by job number but sorts the entire list into
alphabetic order and prints with no case or job breaks |
| 15 December 2004 |
Minor enhance |
Amended the Print Stock Listing Report to allow for
the option to print 'Listing of Stock' when 'Report by stock codes' is
selected, to sort by stock types with sub-totals, or by the code or description
(as set by the System preference for this) but with no sub-totals |
| 14 December 2004 |
Minor enhance |
Added two new fields to the Client Bank/credit card
screen to allow for card start date and for card security number to be
saved NOTE : file change required |
| |
Minor enhance |
Added extra security to Client Bank account/Credit
Card access - administrators, principal rnetal operators and accounting
level users only are allowed access to this screen - and additionally there
is a new User Preference which will disable access to this screen for specific
users who would otherwise be enabled under the above levels. This allows
temporary accounting staff to be kept away from potentially dangerous client
information. |
| |
Minor enhance |
Added extra sort buttons to the Specific Items List |
| |
Minor enhance |
When sending TBS mail, if a user name is added manually
- but incorrectly - an ok message now informs you of your error ! |
| |
Minor enhance |
Added a new button to the Name/Address screen which
allows a clients name and address to be saved to the clipboard for easy
pasting into external applications |
| |
Minor enhance |
Added a new button to the Project Group screen to
allow Project Group header details to be added for each Project and printed
as a header sheet |
| 23 November 2004 |
Minor enhance |
Added a new System Preference in Bookings Options
9) reporting entitled 'Click to default to NOT add bank details to confirmations
and quotes' - only effective if the preference above it 'Click to default
to addd bank details to invoice family reports' is selected |
| |
Minor enhance |
Added a new System Preference in Bookings Options
6) links entitled 'Leave linked items in existing case if case number >
0 ?' - self explanatory preference gives the user the option of moving
an item which has linked items into a new case when allocated or remaining
in the same case as originally put - only effective if the preference 'Automatically
link decriptions by case no. to allow alterations together' is also set |
| |
Minor fix |
Returned the option 'Include sales items ?' to the
Item selection screen for Diary viewing when System Preference to always
include sales is not set... |
| |
Minor fix |
Fixed an issue in Stock Queries screen where adding
items to a Specific Items list would clear the list when redrawing it...... |
| 21 November 2004 |
Minor enhance |
Added a new User Preference to prevent certain users
from allowing invoices to be printed ina new period after the end of the
physical month but prior to the accounts determing the actual end of a
billing period |
| |
Minor fix |
Fixed an issue in the List of overdue bookings which
was returning incorrect information |
| |
Minor enhance |
Added a new special pricing type for DV Solutions
editing pricing |
| |
Minor fix |
Fixed an issue affecting Palm scan allocations where
an entry would require a new case number subsequent scanned entries would
fail |
| 27 October 2004 |
Minor enhance |
Added an option to the Project Group Summary print
to not show prices in summary cover (note : requires modified reports library
to work correctly) |
| 8 October 2004 |
Minor enhance |
Added an option to the Bookings Reports / Month End
printouts routine when run manually, to allow the selected multiple internal
companies to have their client turnover aggregated together for a single
report |
| 5 October 2004 |
Minor enhance |
Added a new field to the Notes for the day file to
allow a note to be assigned to a given Project Group. This being therefore
reflected in the Notes screen. NOTE : FILE CHANGE REQUIRED |
| |
Minor enhance |
Amended the Planboard Diary to reflect Notes at the
top of the list as opposed to at the bottom - does not affect any users
who don't use notes - any that do they're more useful at the top !! |
| |
Minor fix |
Amended the View Nominal Code Detail list printout
for when a date range is chosen so the opening balance and closing balance
fields are hidden as they have no meaning |
| 20 September 2004 |
Minor enhance |
Added a new option to the Stock Reports menu - Analysis
of sales stock - which allows sales stock analysis of a given selection
of stock codes - really an expanded version of the Sales Stock Transactions
list as shown in each individual stock code screen |
| 20 September 2004 |
Minor enhance |
Added a new option to the Stock Reports menu - Analysis
of sales stock - which allows sales stock analysis of a given selection
of stock codes - really an expanded version of the Sales Stock Transactions
list as shown in each individual stock code screen |
| |
Minor fix |
Amended the old style (non-folder) main Bookings
Screen so when adding a new line to a job, if you choose to use todays
date as opposed to the previous date, and/or choose to amend discounts,
then the newly chosen ones do appear for you - this was an error that had
crept in a while back ! |
| 15 September 2004 |
Minor enhance |
Added a new system preference to allow for a specific
check on each invoice to ensure all tax rates (on items with any value
with each individual job) are the same - the preference is in the Bookings
Options, in the Reporting section, entitled 'Include check/warning for
different tax rates before invoicing ?' |
| 12 September 2004 |
Minor enhance |
Added a new user preference to allow lower level
users access to the Purchase Ledger Client screen (to be able to see what
is outstanding to a given supplier) - also tidied up access to sales ledger
options (removed lower level access to View SL Code & Discounted Invoices) |
| 9 September 2004 |
Minor enhance |
Amended the Amend Details routine for mass updating
of bookings to that a Cancel of a multiple choice question now offers to
cancel all processing.... |
| 28 August 2004 |
Minor enhance |
Added ODBC access to most relevant files - NOTE :
THIS REQUIRES A FILE UPDATE so this release will require exclusive access
to datafiles to release - please ask TBS for relevant ODBC drivers and
instruction if required |
| |
Minor enhance |
Added a new System Preference in the Accounting section,
entitled 'Send email to user who placed order when goods received ?' -
which will do just that when the Goods Received button is activated in
the Goods received screen |
| 24 August 2004 |
Minor fix |
Amended the preference setting for the 'Project Group
Invoice printing' so it didn't clash with the already existing preference
for Load Sheets |
| |
Minor enhance |
Amended the printer switching to always clear previous
settings - which should help Windows crashing issues when changing printers |
| 13 August 2004 |
Minor enhance |
Amended the bar code allocation code in Specific
Items to allow for an item to be scanned back on to a job from which it
had been previously returned without error message reporting it was already
on that job |
| |
Minor enhance |
Added sales qty numbers to the availability screen
for non-serial numbered items |
| 10 August 2004 |
Minor enhance |
Added the 'comment' field to the stock items listing
report |
| 9 August 2004 |
Minor fix |
Amended the Print routine of Purchase Account Codes
when printing to file as tab delimited to match the normal print |
| |
Minor enhance |
Added a check on the Main Bookings Screen when editing
a booking to test if all lines have the same tax rate and ask the user
if not to ensure they want to save with mixed tax rates.... |
| 5 August 2004 |
Minor fix |
Amended the Update clients routine in Tax Rates screen
which was not correctly updating clients as expected |
| 27 July 2004 |
Minor fix |
Amended the system preference files to (hopefully)
make multiple company users preferences unalterable apart from when editing
in the proper fashion ! |
| 18 July 2004 |
Minor enhance |
Added a new option to the Cashbook menu entitled
'Allocate o/s s/l cash' - if the bookings job number is entered (as a single
number) in the 'Reference' field when entering cash into the cashbook,
then if this relates to a job not yet invoiced, this routine will search
through the sales ledger looking for unallocated cahs that relates to a
job number now invoiced and automatically allocate them.... |
| 16 July 2004 |
Minor fix |
Fixed the two points where non serial numbered stock
needed updating if being sold - now the user is prompted to confirm if
a sale is using rental stock or not, and updates the accounting reference
to 'disposals' and removes from stock pool if necessary. |
| |
Minor enhance |
Amended the diary routines to attempt a better search
for non-chargeable extras to tie up with their respective main chargeable
item (using the case number) to give better dates where possible. Note
: this will slightly slow down this routine but should give better results
(bearing in mind that non-chargeable extras do not hold delivery dates) |
| |
Minor enhance |
Added specific exclusions to the availability routines
for the stock code 'BLANK' |
| |
Minor enhance |
Added a button to the List of Overdue Bookings screen
to allow multiple lines to be selected and automatically update all selected
bookings to a return date of tomorrow - note : this only updates items
which have a return date set to the same as that of the selected line for
that particular job (so that any differing lines or sales items are left
alone) Optionally an email can
be sent to the client at this time. The email can also be customised using
the Bookings Reports Customised Text screen which now includes a line for
Overdue email text - in this line it is possible to include data fields
enclosed by [] which will be evaluated for each email - ask TBS for further
info at this point |
| |
Minor fix |
Amended the Utilisation Report to more precisely
allow for rounding errors which previously could show totals not exactly
at 100% |
| 12 July 2004 |
Minor fix |
Fixed some code relating to adding linked items which
are linked from other items where the original case number would not always
get passed through to the lower level links |
| 2 July 2004 |
Minor fix |
Fixed the Purchase Invoice ENtry screen so the client
lookup by name will now correctly set the client code for saving the purchase
entry |
| 30 June 2004 |
Minor enhance |
Amended the specific items allocation routine to
attempt to keep all linked items together with a main item in a new case
if necessary when scanning of multiple line items |
| 17 June 2004 |
Minor fix |
Amended the non-folder bookings screen so that new
lines do carry through any discount shown on the last previous rental line |
| 10 June 2004 |
Minor enhance |
Amended all bookings of a project group to allow
for individual serial numbers to be brought through optionally to the All
items of a Project Group list. Then when printing this list, if the barcodes
have been brought through, you are asked if you wish to print them or not. |
| |
Minor enhance |
Added a new line to the 'Show Bookings Lists' menu
entitled 'Show Popular Sales Items' next to the 'Show Popular Rental Items'
line. Self explanatory. |
| 7 June 2004 |
Minor enhance |
Added a new system preference in BOOKINGS OPTIONS
/ REPORTING entitled 'Ask before printing Load Sheet to leave in specific
item order ?' - which, when selected prompts a question when printing a
Load Sheet - the option being to print the Load Sheet in the currently
shown order of the Specific Items List with no breaks for bin locations
or case numbers. |
| |
Minor enhance |
Added a new field to the Purchase Account Codes screen
'Rollover unused budget ?' which will add any unused budget on that account
to the next months standard allowance at month end. Notes : no rollover
at year end. Any over spend in a given month does not roll forwards i.e.
the minimum budget given is the standard monthly allowance |
| 2 June 2004 |
Minor enhance |
Amended the value of stock from 120 to 90 at which
the automatic non-serial numbered method is used for availability checking
- this then allows for sub hires and shortages better |
| 12 May 2004 |
Minor enhance |
Added the purchase account description to the Purchase
Orders Outstanding screen when entering Purchase invoices |
| |
Minor enhance |
Added a new System User Preference : 'Do not remind
the user if they have new unread mail' - self-explanatory - when set for
an individual user then no pop up reminders will occur if the user has
new unread mail |
| 29 Apr 2004 |
Minor fix |
Amended the Specific Items screen - Print Returns
List - to use the Reports library Load List where installed (as the Load
List itself does) |
| |
Minor enhance |
Upgraded the carnet screen to add in case number
to new carnet creations, and now the sort is done by case number in the
carnets |
| 28 Apr 2004 |
Minor fix |
Amended the Purchase Account Refs screen to allow
any entry in the 'Post to' field can be cleared by cancelling the account
list pop up screen |
| |
Minor enhance |
Added the bin location (where preference is set to
use bin locations and they exist) to the Stock Item List printout, where
serial numbers are chosen. |
| |
Minor enhance |
Upgraded the 'Unallocate' button in the View SL Client
screen to allow journal entries to be unallocated along with payments -
also amended the routine to tighten up the transactions affected, to ensure
they are only the same company and client code as the transaction being
unallocated |
| 22 Apr 2004 |
Minor fix |
Amended the specific items list creation routine
to correctly display non-chargeable bin locations |
| 18 Apr 2004 |
Minor fix |
Amended the returns method where the new pref for
returning with incorrect dates to always do a simple return was not acting
in certain circumstances (bar code return in specific items screen with
single quantities of a multiple item) |
| |
Minor fix |
Added an option to the 'Fixes' menu available to
administrators in the Main Bookings Screen - entitled 'Check all stock
item quantities' - which verifies all serial numbered stock items to ensure
they all have a quantity of at least 1 - any showing a negative qty are
presumed to be deleted |
| 8 Apr 2004 |
Minor enhance |
Amended the method of validation for BBC WBS numbers
to allow for users entering blank spaces in the entry field |
| 7 Mar 2004 |
Minor enhance |
Added an option to export the unmet demand report
as a spreadsheet format including rows to display in use, idle and unlet
demand for a selected stock type/types over a given period |
| 5 Mar 2004 |
Minor enhance |
Added a new system preference in the Adding Items
section entitled 'Allow multiple lines of same stock code same delivery
date ?' - self explanatory preference - simply prevents the question being
asked if you are doing this! |
| |
Minor enhance |
Added an option in the Print Selected Barcodes routine
which checks to see if a user defined report is available and uses that
in preference/if exists |
| |
Minor enhance |
Added a new option to the public mailing lists -
'Write Off Stock' - to enable automatic emails to be sent to a mailing
list upon a missing item being written off/sold to a client |
| |
Minor enhance |
Added a new option to the Show Bookings Lists menu
- 'List of Overdue Bookings' - which shows a window with a list of any
bookings which are working and past their given return date. From this
list you can send emails to the clients/contacts reminding them of their
equipment liability and/or update the dates of the bookings with new information. |
| 3 March 2004 |
Minor fix |
Fixed an issue in the Load Sheet printout, where
a previosuly deleted item could cause incorrect addresses to print out |
| 2 March 2004 |
Minor fix |
Fixed an issue in the Diary routine which would cause
an error when there were sales items involved in the search and the local
preference was set not to use the Planboard screen |
| |
Minor fix |
Fixed an issue in the Update Multiple Prices routine
which affected updating by stock type |
| |
Minor fix |
Amended the layout of the summary reports |
| 1 March 2004 |
Minor fix |
Amended the reporting code which sets default setups
and printers for specified user report locations so that this is bypassed
if the user has manually overridden the page setup in the printer selection
screen |
| 28 Feb 2004 |
Minor enhance |
Added a new system preference in the Specific Items
section entitled 'Return any item with incorrect date as simple return
? (Don't add to queries list)' - self explanatory preference ! |
| |
Minor enhance |
Added a new system preference in the Adding Items
section entitled 'Check outstanding credit and prevent delivery note print
if over limit ?' - self explanatory but applies only when the preference
'Ensure Credit Clients only' is selected |
| |
Minor fix |
Fixed the Carnet Printing routine which was producing
errors in the printed report when the item numbers were above 99 |
| |
Minor enhance |
Added a new report to the Summary Reports menu -
Expanded Length of Hire Report which analyses the split by physical days
out of returned rentals over a given period |
| |
Minor enhance |
Added some additional code to be run at TBS startup
which checks registry entries of PC's (not XP at the moment) to see if
Write behind Cache is turned on and warns if it is. TBS will not run if
Write Behind Cache is known to be on and the user does not want to turn
it off. |
| 24 Feb 2004 |
Minor fix |
Fixed an issue with pre-set report destinations where
the original report could be incorrectly re-set |
| |
Minor enhance |
Amended the price list file export to include full
stock category and type fields |
| 23 Feb 2004 |
Minor enhance |
Upgraded the Swap function in the Specific Items
list to prompt to unlink an item if being swapped and it is part of a linked
kit (if you are swapping the item then presumably you must be taking it
out of the kit !) |
| |
Minor fix |
Amended the Stock Check printout which would print
incorrect multiple descriptions of the same items
|
| |
Minor enhance |
Added a column to the Repairs listing report to
show the barcode number |
| 20 Feb 2004 |
Minor fix |
Fixed a long standing error in manual returns procedure
where certain items would not return when multiples selected |
| 12 Feb 2004 |
Minor fix |
Only affects anyone using Feb 10th version - fixes
use of Specific Items buttons for Swap, Reallocate and Missing |
| 10 Feb 2004 |
Minor fix |
Minor amendment to Label printing in Specific Items
List screen - if no lines selected when labels requested you are now
prompted to have all lines selected |
| |
Minor fix |
Minor amendment to Ready routine when printing
labels - any 'Template' descriptions are automatically made 'specified'
if they are still 'unallocated' at the time of being made ready. This
shoulod ensure correct colour display in the Planboard deliveries listings |
| |
Minor enhance |
In the Availability button routine you are now
prompted to check either all items (which includes non-chargeable) or
just chargeable main items - where you have situations where there are
many non-chargeable items which are incidental to the main items, it
can be significantly faster to only check the main chargeable items -
this choice is obviously at the users discretion !! |
| |
Minor fix |
Fixed a small issue when selecting a sales item
on a booking where the accounts code was checking the wrong code to determine
a valid 'sales' code or not. |
| |
Minor fix |
Fixed an issue for users who do not take advantage
of the built in sales ledger, when printing invoices, it was possible
for TBS to lose reference to the current invoice number range and hence
query the user if it thought the next invoice number was incorrect. |
| |
Minor enhance |
Added a new system preference in Bookings, Pricing
options entitled 'Do not let stock type accounting code override stock
code accounting type on booking' which prevents any default stock type
accounting code from overwriting a given stock code's given accounting
code when adding an item to a booking |
| |
Minor enhance |
Added a check when adding an item to a booking
so if the sales accounting code contains the word 'sales' but the item
is a rental, the user is prompted to choose another accounting code from
the list of available codes |
| |
Minor enhance |
Added a new button to the Specific Items screen
entitled 'Swap' which allows for an individual main item (only applies
to serial numbered main items) to be swapped out in mid booking. A date
for the swap is requested and the item selected is effectively 'returned'
as of that date and a new unallocated item is created for the remainder
of the charging period which can then be allocated and delivered. This
then preserves the income against the original item. |
| |
Minor enhance |
Added a new option to the Default Billing Cycle
- 'To given date' - this allows for a long term duplication run to be
ordered as at any selected date, and all currently working bookings set
to default to the new chosen option ('To given date') will be invoiced
up to that date and duplicated as a new working job beyond that date
to their original ending date |
| 5 Feb 2004 |
Minor fix |
FINALLY ! The solution to TBS periodically falling
over when switching printers etc, most notably for all TBS users of Brother
P-Touch bar code printers....Amended font table to ensure all fonts selected
are found in all various versions of Windows, also amended the call to
select the bar code printer to allow it to ignore all previous settings
which now allows correct switching back and forth from bar code printers |
| |
Minor fix |
Amended the long term rental routine so if the
first item on a booking is found to be finished, other items on that
job are checked to see if there is still a case for duplication - previously
such jobs were being ignored in the long term duplication routine when
all jobs were being checked. It was ok on an individual basis however. |
| |
Minor fix |
Amended the unmet demand report to show the actual
items which were unmet |
| |
Minor fix |
Amended the returns section to allow for multiple
scans of the same barcode for non-serial numbered items which would not
work correctly in the Specific Items list |
| |
Minor fix |
Amended scanning of stock items which show as multiple
quantity to ask for the quantity being sent - applies to outgoing scans
only - return scans always assume single item scans |
| 27 Jan 2004 |
Minor fix |
Fixed an issue in availability routines relating
to sales items whereby checking availability of a sales item not due
for delivery immediately would not take into account sales due between
now and the due delivery date which could adversely affect availability.
Also ensured that serial numbered stock codes can now fully utilise sales
stock quantity in addition to specifically serial numbered sales stock |
| 25 Jan 2004 |
Minor fix |
Fixed an issue in folder version of bookings screen
where editing main items with linked items would sometimes edit and diaplay
the incorrect record. Alos fixed an issue where editing a sales item
and selecting a rental item will automatically reset the rate and by
default check links |
| 8 Jan 2004 |
Minor fix |
Fixed an issue where notes added to a repair item
being created from the stock screen would not necessarily get added to
the correct job - but would end up with the currently showing job in
the main bookings screen |
| 7 Jan 2004 |
Minor enhance |
Added a new System Preference in the Bookings /
Specific Items section entitled 'Allow for damaged items seperately to
missing items ?' - when set (and using the advanced missing rouine) this
allows items to be printed as damaged rather than missing thereafter
treated in the same way. Items noted as damaged are taken out of availability
as if they were missing. NOTE : users wishing to use this function should
request that the appropriate additional report formats are added to your
reports library to prevent an error when printing |
| 6 Jan 2004 |
Minor enhance |
Amended the Extended Options in the Main Bookings
Screen to allow for a vehicle to be pre-allocated to a booking using
the Vehicle/Delivery option |
TBS Modifications page - 2004