TBS Modifications page - 2007/8

In Release Date	Major/Minor	Alteration/enhancement
23 September 2008	Minor enhance	Fixed an issue in the Length of Sale report where history was included and the stock category was being lost
28 August 2008	Minor enhance	Added invoice client contact lookup to allow SUpplier Ref to print on invoices
31 May 2008/13 June 2008	Minor fix	Fixed an issue in the Main Bookings Screen which was preventing re-ordering of lines by dragging downwards in the list
11 March 2008	Minor enhance	Minor change to the Extra Info (boolean) options for Main Bookings Folder Screen to make this visible in the main menu section - now operates for all folder bookings and there is a System Preference for the extra info to be printed on the Invoice family or not (not by default) where this is always printed in Load Sheets
31 January 2008	Minor enhance	Minor change to the Multiple Stock Price Update to allow sales stock purchase prices to be updated in all situations
6 January 2008	Minor enhance	Minor enhancements for repairs module (no effect on users without repairs module installed)
13 December 2007	Minor enhance	Amended All Bookings of an item to allow multiple stock types to be selected
	Minor enhance	Added new system preference to Bookings Options 8) Specific Items entitled 'Ignore test of home location on scan return ?' - self explanatory !
21 November 2007	Minor fix	Amended the edit of attachments when changing the attached file itself where an incorrect counter was causing an endless loop
4 October 2007	Minor fix	Amended the return code where certain manual returns simply wouldn't return
	Minor enhance	Amended the application opening code to remove the support reminders (with the near release of new TBS in mind !)
2 October 2007	Minor enhance	Amended the Linking Stock Descriptions to add a new field 'Add as new' which forces a link to be added to a job as a new item (specifically for non chargeable items) as opposed to simply adding the quantity to a pre-existing line of the same item
1 October 2007	Minor enhance	Amended the Extras window to allow the Picking Sheet screen to work as the Quick Edit works with allowing updating quantities as well as adding new entries as required from the two columns
	Minor enhance	Amended the Purchase Account references screen to add an 'Import' button which asks for a tab delimited file consisting of account code, and current month budget figures and this updates the account references for your department
5 September 2007	Minor enhance	Amended the Change Client Codes method to ask if you simply wish to copy the name/address and contact details only (without deleting any existing information) or to move all details as before....
30 August 2007	Minor fix	Fixed an issue with Popular Sales Items where the production ref and delivery client names were not being assembled in the list for printing/export
29 August 2007	Minor fix	Fixed a reprint of invoices issue for users who include insurance and have multiple internal departments - when reprinting invoices of a department other than that of the logged in user, insurance charges were not being reprinted
23 August 2007	Minor fix	Fixed a double comma in the main library quote format total field
16 August 2007	Minor enhance	Amended code for updating earnings on linked stock to allow for an allocated top level item still to split earnings (previously had to be unallocated main item)
14 August 2007	Minor fix	Added code to (hopefully) ensure the Options menu is always present in the Bookings Screen
12 August 2007	Minor fix	Fixed a posting issue in cashbook transactions where receipts were being posted against multiple recipient client codes and the transaction values were displaying incorrectly
26 July 2007	Minor fix	Fixed a sorting issue in the Stock Check printout
10 July 2007	Minor fix	Fixed an issue in the display order of non serialised items in the diary view to get working items showing first then confirmed then quotes
9 July 2007	Minor fix	Fixed a bug when duplicating a history Purchase Order where the new PO was being created in the history file (and therefore not editable)
4 July 2007	Minor fix	Fixed a bug where using the Quick return from the toolbar without having first opened the Specific Items screen would cause returns to not have a return date stored
27 June 2007	Minor enhance	Added replacement values to Linked Items report
24 June 2007	Minor fix	After a brief flirt attempting to not have to show the Folder menus along the main menu bar - it appears to be an Omnis deficiency and the Folders are returned to the main menu bar and now work correctly again
21 June 2007	Minor enhance	Added a conditional discount total of offered discounts to invoice summary listings
	Minor enhance	Expanded contacts additional info field to 50 characters
19 June 2007	Minor fix	Fixed an issue in the Purchase Ledger Invoice Input screen where choosing a client by client name was not altering the client code that was having the invoice saved to
	Minor fix	Fixed an issue in the 'Change Client Code' method where Project Group Default client codes were not being altered
11 June 2007	Minor enhance	Added an option to the Date/Allocation menu of the Specific Items screen to allow selected lines which relate to main bookings items only to be auto allocated (where the system preference is set)
	Minor enhance	Added a ne option to the warehouse management web system to allow scanning of a stock item followed by a bin location to update the stock code default bin location only
30 May 2007	Minor fix	Fixed an issue in the Client Code lookup with memory lists drawn so a partially entered code will properly be shown in the resulting list for selection
23 May 2007	Minor fix	Fixed an issue in the Stock Check printout when exporting where a text only output was being exported regardless of tab delimited choice
22 May 2007	Minor enhance	Allowed for Job Booleans to be available to any folder user - tidied up locations of Boolean (Additional Info) menu and made menu interactive for toggling lines. Added menu to Specific Items list and added contents to note printing on Load Sheet
	Minor fix	Fixed a spelling issue and a stock code lookup error in the bar code returns auto email method for EX items being returned - also added auto email of EX items to allocations in addition to returns
15 May 2007	Minor fix	Fixed an issue in the Purchase Order entry screen when displaying outstanding PO's of a supplier a check is now made for partially invoiced PO's which are now displayed in the list
27 April 2007	Minor fix	Fixed an issue in 'All bookings of a project group' when selecting Specific Items, and unreturned only where partially returned main items would not always display their contents correctly in the Specific Items list
25 April 2007	Minor fix	Amended the displayed column of specific items for sub hired non-chargeable items
	Minor enhance	Changed the starting mail notification to open tasks and/or mail screens as appropriate
24 April 2007	Minor fix	Fixed an issue with printing folder project group summaries not printing folder sub totals correctly
18 April 2007	Minor fix	Fixed an issue where printing in different currency with an exchange set by the job was not working correctly
3 April 2007	Minor fix	Fixed an issue where allocating by bar code of generic items in multiple cases was allocating incorrect case numbers
22 March 2007	Minor enhance	Amended the pick list creation of bookings to ensure all folders are viewed upon save as opposed to just the first folder
21 March 2007	Minor enhance	Added history extra/non-chargeables to Diary view which were showing in All bookings of an item but not in Diary
	Minor enhance	Amended BBC startup to accept without error if a client has no WBS contact record to match
	Minor enhance	Amended New stock report to add stock comment field
27 February 2007	Minor enhance	Upgraded the contacts export feature of Client/contacts screen to allow for more fully featured Entourage address book integration
24 February 2007	Minor enhance	Amended the selection of bank accounts for reporting. Any cashbook account which includes an asterisk (*) in the account code field will be selected prior to displaying any list of accounts to you - or failing any defaulted account being set, the last selected account will remain selected to allow faster entry when printing invoices
23 February 2007	Minor enhance	Added a new System Preference in Bookings Options, 1) adding items, entitled 'After add from Quick Edit re-order folders to that of pick list' which will automatically sort the folder contents to that of the displayed stock lists
	Minor enhance	Amended the Allocation screen so that any sub hire line that is deleted will check the parent Main Bookings Item to see if any other sub hires still exist and update as required
	Minor enhance	Added an option at the bottom of the Extended Options sub menu shown within the Main Bookings Screen entitled 'Show Subhire Allocations' which does what it says - It opens the Allocations screen and shows only sub hired items already allocated on that job !
	Minor enhance	Added a new System Preference in Bookings Options, 9) reporting entitled 'Click to default to exclude bank details in invoice family reports' - this allows for the one above to show the 'bank' setting when printing quotes/confirms/invoices etc and this pref will allow it to default to 'no'
	Minor enhance	Amended the Notes screen to allow the number field at the top right of the Notes screen to be set to 998 to allow a note to print on an invoice but not on a Load List
	Minor enhance	Description field widened in Shortages screen
	Minor enhance	Added 'On hold' colour to Planboard views, as well as a 'Sales Quote' colour
	Minor enhance	Added 'refresh' button to Planboard screen
	Minor enhance	Amended Quick Edit screen to allow for a second column which is 'new' only - i.e. if you already have an entry on a booking, this allows you to add a second line for an item independantly of the first line - also amended the logic to only use the shown dates of the Quick Edit screen when adding new lines to a booking, and added a default discount field as well (again only applicable to new lines)
	Minor enhance	On hold jobs are now ignored in the Unreturned Extras method
	Minor enhance	Amended report output from Shortages screen to ensure multiple pages shouldn't lose any information
	Minor enhance	Amended the logic of the 'Status' field in the Name/Address screen to allow for approval of suppliers. When the new System Pref in Accounting entitled 'Restrict PO's to approved suppliers only (ISO 9001) ?' is set, PO's can only be created for client codes which have their ststus set to a value of 7 (On Trial), 8 (auto set when first PO created), 9 (auto set when second PO is created) or 'A' - set when 2 PO's have been created and the user says it is ok to update to 'approved' status - note : this requires the initial edit of the Status field to be manually set to '7'
	Minor enhance	New System Preference in Bookings options 9) reporting entitled 'Start New Page for each folder in load list ?' - self explanatory
17 February 2007	Minor enhance	Added an option to the Folder list - 'Reorder folders' - which allows either the selected folder or all folders to be compared to the stock listing for each folder and re-ordered according to that list - also added a system preference in Adding Bookings to allow for this action to be done automatically when using the Quick Edit function
16 February 2007	Minor enhance	Amended the notes entry to allow for an end date (allows for multi day notes) as well as amending Notes on one day and Notes over a period to respectively show any notes that occur within the requested time frames - this allows for users to enter things like vacations etc - Note : FILE CHANGE REQUIRED
15 February 2007	Minor fix	Amended the invoicing routine to help tidy up the printing by currency routines and ensure the correct invoice number is selected
	Minor enhance	Added movement diary views to the system user web interface, along with note entry/edit
	Minor enhance	Added bin location lookup to the public web interface
7 February 2007	Minor enhance	Added the ability to take a selection of lines in the Specific Items list and use the Case selection method to split the selected lines into a given number of different cases
	Minor enhance	Related to the above, in the Extras screen the 'split' buttons now work over a selected set of extras
	Minor enhance	When allocating a serialised item, if the allocation line is for a multiple quantity, then the individual line is allocated and the balance created as a new allocation line
	Minor fix	New case stock code setting now works for the individual link questions that can occur in the main bookings screen
23 January 2007	Minor fix	Fixed the availability methods for non-serial numbered items to correctly include or exclude quotes as per preference and manual selections
18 January 2007	Minor fix	Modified the 'new case' option for linked items so they should work now at any time they are called as links
16 January 2007	Minor fix	Fixed a problem in the Linked stock descriptions screen when adding to a booking where non-chargeable extras were not always being added to the booking correctly
7 January 2007	Minor fix	Added unit price and discount columns to the All bookings of a client printed report
	Minor fix	Amended Tasks status file to add Done and Task Types, and amended Task entry to use status dependant on type
4 January 2007	Minor fix	Amended Nominal transactions file to set exchange rate to store as 4 decimal places - to match the exchange rates saved in Internal Company and elsewhere - nb FILE CHANGE REQUIRED
	Minor fix	Amended Tasks layout
	Minor fix	Amended folder main Bookings screen to add code to ensure correct line gets updated to hopefully see if we can find the elusive occurrence of lines duplicating
	Minor fix	Amended code for adding linked items so that any item being added on to a job as a non chargeable item where that same item had already been returned on that job now gets added back in again
3 January 2007	Minor fix	Fixed an issue in sales ledger invoice dates where January was not being recognised as being after December, causing new invoics to be created as January not December dated...! Added a year check to rectify this......