Welcome to The Service Manager (TSM) Version 6.8 ----------------------------------------------------- TSM provides all the software tools you need to easily manage a busy service operation. Key features of TSM are: - Job Cards - Parts Used - Time Sheets - Stock Control - Debtors invoices/statements - Cash receipts - Detailed reports - Maintenance Contracts - Purchase Orders - Multi-location stock control (van stock) - Flexible Security - Job Centre - Visual Assignment Scheduler - Palm PDA interface - Multi-User - Easy to use - Powerful - Much more TSM was developed by Proware Pty. Ltd. Since 1986. Proware is dedicated to making TSM the best software ever developed for the service & repair industry. TSM requires Windows 2000 or Windows XP with a minimum of 1gb of RAM to run. Ideally, a Core2 Duo with 2gb RAM or greater will provide reasonable performance. Installing TSM from CD ----------------------------------- Insert your TSM CD into the CDROM drive. The TSM installation menu should automatically appear. If it does not then do the following: Select Run from the Start menu. Type d:\SETUP (substituting your CDROM drive letter if it is different) Follow the on-screen prompts to install TSM. Read the separate TSM Installation Instructions document for detailed installation instructions. Installing TSM from the Internet ----------------------------------------- Download the TSM installation file TSM68DL.EXE from www.theservicemanager.com into a temporary directory. After downloading run the file by finding it with Windows Explorer and clicking on it. The TSM installation will commence. Follow the on-screen prompts to install. See separate installation instructions for more details. Upgrading TSM to version 6.8 ---------------------------- Contact TSM Support to obtain the TSM 6.8 upgrade. After downloading run the file by finding it with Windows Explorer and clicking on it. Upgrades are free if you are covered by TSM annual Maintenance or can be purchased as required. You might need to obtain an unlock password from Proware Run the TSM68UP.EXE program and extract the TSM upgrade files into your live TSM directory. The first time you start up TSM after upgrading then TSM will update the system. See separate upgrade instructions for more details. Workstation Installation -------------------------- Workstations will not be able to run TSM correctly until you install the TSM Workstation installation. Download the TSM Workstation file TSPRONET.EXE from www.theservicemanager.com or load it from your TSM CDROM. After downloading, run the file by finding it with Windows Explorer and clicking on it. When asked where to install the workstation installation to, select your live TSM directory where your TSM program is installed (usually on your file server). Test Drive Registration ------------------------ After initially installing your TSM Test Drive, your TSM is unregistered. Until you register TSM you can look but will not be able to add any jobs. To register your Test Drive do the following: 1. Press the Request Unlock Code button on the Test Drive main screen. 2. Request an unlock code online or by faxing / emailing the order request. If requesting Online, note down your registration number and enter this into the online registration web page when requested. Your unlock code will be emailed back to you. 3. If faxing / emailing, Proware will process your registration and fax / email back an unlock code. 4. If registering a Test Drive, press the Enter Unlock Code button and enter your unlock code. You TSM will now be registered for a Test Drive. Test Drive Registration provides full access to all the facilities of TSM except Security. Test Drive registration limits you to 200 records maximum. Since your Registration depends on your Company name, you MUST obtain a new Unlock Code when changing company names. Be specific in the spelling of your company name as this will affect your unlock code. What to do first? ----------------- TSM comes with an on-line help manual available by pressing F1 from anywhere in TSM. The icon for the User Guide will be in your TSM icon group in the Start Menu. TSM Changes Summary. -------------------------------- V6.8179q 19/08/2011 - Fixes * Added "Job: Invoiced" to the report criteria to select invoiced/not invoiced jobs. * When ordering parts with a trade price for a job and "Markup sell price by Trade Price" is set the "Sell Price" was still marked up by "Cost Price" * REstoring a backup now creates a file TSM_BEFORE_RESTORE_DDMMYY.ZIP rather than TSMBACK.ZIP V6.8179p 03/08/2011 - Fixes * PO items would not get the customer discount from the Customer/General Info "Price Discount" setting. V6.8179o 25/07/2011 - Fixes * Report Scheduler for Prepaid Time would not allow for Automatic Email option * Report Scheduler for Automatic Emails would not roll the scheduled report forward if there were no matches * Report scheduler would not roll the next schedule time forward if set to Work Hours. The system would lock up. V6.8179n 07/07/2011 V6.8179m 29/06/2011 - Fixes * Minor change to the error handling system V6.8179l 31/05/2011 - Fixes * Updating Products by Margin % was giving an error V6.8179k 31/05/2011 - Fixes * Account posting would fail when comparing records between Accounting application and TSM if the record have a single quote as part of its ID. V6.8179j 23/05/2011 - Fixes * Contract Job assignment would display the same completed date and few other fields for all displayed rows. * When creating a new invoice it would create an invoice number and display on the screen but the invoice number would print as "0" on the report. * When timesheet split beyond midnight but not for overtime and only worked & billed hours entered with no start & finish time it would change the hours to zero. V6.8179i 19/05/2011 - Fixes * Occasional error when opening Job Cards * Error adding a new item to a batch time sheet V6.8179h 06/05/2011 - Fixes * When TSM PDF is selected and viewing a report that is left open after closing the report screen it self would cause a chain of errors. * Occasionally saving a record would cause "Session ID is invalid" error. V6.8179g 05/05/2011 - Fixes * Deleting a checklist item from equipment was also removing the same item if it existed from the job checklist and vice versa. * Tab order in Purchase order items fixed * Purchase order for a contract would not let user to enter sell price eventhough "Enter parts prices / time rates for contract jobs?" option is ticked. V6.8179f 14/04/2011 - Fixes * Employee Productivity report would fail when any filter condition was entered. * API calls to save time were no longer setting the time cost. V6.8179e 13/04/2011 - Fixes * Requisitions screen with Serialised items was not correctly selecting the serial number. * Requisitions screen with Serialised items where qty requested > 1 was only letting ou select one serial number at at time V6.8179d 06/04/2011 - Fixes * When receiving PO item that were originally had $0.00 sell price and a non-zero sell price entered via receive order screen would not put the price in. V6.8179c 05/04/2011 - Fixes * Australian QB Post would always update TSM if a wrong time zone, West of GMT, is selected. * QB Post would not update customer/supplier records when IDs were different although ap_name were same. V6.8179b 31/03/2011 - Fixes * Converting a jobs to a contract job was not copying the WorkPerformed V6.8179a 29/03/2011 - Fixes * Each time timesheet is saved it would recalculate the cost from employeeit hourly cost and hence will change the cost if the employee's hourly cost has changed since the timesheet is entered. * When a parts used for a contract job is edited the costcentre would sometimes change. V6.8178p1 14/03/2011 - Fixes * Batch Time Sheets would give an error if there was a mixture of Job Card and Contract Job time entries. * POS Invoice would assign the default department from setup even if default POS customer has a different default department. - Enhancements * Added Job Estimated End Date to Job Centre filters V6.8178o 10/03/2011 - Fixes * Terminated employees would remain on the Visual Scheduler until the employee Group was reselected * XML_Process_time would fail at TSM_Savetime due to wrong parameter being passed. V6.8178n 04/03/2011 - Fixes * Requisions would not assign the location to parts used from the requision table and hence fail to save it if the default location assigned automatically by append would not have the stock. If it does save it ends up using quantities from the wrong location rather THEN the intended location. V6.8178m 02/03/2011 - Fixes * Changed QB link open connection back to old one for SDK version older then 6.0 V6.8178l 01/03/2011 - Fixes * When a PO have order items for multiple jobs and the option to allow multiple jobs on single order is not selected and not all items received at the same time it would change the job number of all unreceived items to that of job number on the order. V6.8178k 22/02/2011 - Fixes * Contacts module - History - Jobs - Notes tab would not let you scroll if there was a long note * Orders report supplier filter now automatically selects suppliers when searching for a supplier. It was defaulting to customers before the fix. * Part used markup would display inconsistent values. * New QuickBooks connection requires a third parameter as connection type. V6.8178j 15/02/2011 - Fixes * List fields in Setup would show blank if the selected code has been deleted in Code Setup. The code is now displayed even if it has been deleted from Code setup. * QuickBooks Post would not provide an "Account Payable" account and hence all supplier invoices posted would get the first APAccount from QB itself. Now, it will post the default APAccount from the setup. * Backup was including the TSM Executable even if not selected if images were selected V6.8178i 03/02/2011 - Fixes * User defined fields screen would allow to add more fields then VFP can handle (field count > 254). * Adding time from assignments was not correctly defaulting the Employee ID * Invoicing a POS invoice would not set an invoice date if the Setup - Job Cards option to default invoice date to job completed date was ticked * Job note button was giving an error when Cancel was pressed after viewing the note * Changing the job due date via pop-up calendar would not save the selected date. V6.8178h 20/01/2011 - Fixes * Price inc tax on the parts used screen was displaying as ex tax. V6.8178g 17/01/2011 - Enhancements * In order to keep consistancy with the new TSM 6.82, parts and time sell prices are disabled by default in Contract Jobs since all contract jobs are fixed price - TSM 6.82 now includes both fixed price and charge for parts and labour methods - New Setup - Contract Job option to enabled the sell price on parts and time - Fixes * Job Card Due In Minutes report filter gave an error V6.8178f 13/01/2011 - Fixes * Error adding parts to Contract Jobs V6.8178e 07/01/2011 - Fixes * When selecting an email address via clicking the customer or employee email search buttons in the send email screen would reset the job number to 0 and hence the email sent would not be linked to the Job history. * Price on the parts used screen would not display correct rounded value. V6.8178d 04/01/2011 - Fixes * Internal build. V6.8178c 24/12/2010 - Fixes * When converting service jobs to contract jobs the linked documents would be lost. V6.8178b 17/12/2010 - Fixes * Customer module scripts would not validate correctly (Would save even if something was rejected) * Visual scheduler would not reflect the assignment/job colours properly. * Quick Jobs was not correctly setting the Site details * Quick Jobs scree tab order fixed up * Logout_timer would cause a missing or invalid messages.fpt error when left unattended for a long time. * PO Freight was not automatically entered for supplier invoices. V6.8178a 07/12/2010 - Fixes * Requested items now use the description entered in to the requisition rather than the standard product description. * Invnumber & servcardid was missing from structure update for cash.dbf V6.8177z 01/12/2010 - Fixes * Prepaid Time by Value was deducting the inclusive of tax total from the available funds rather than the exclusive tax amount * Job Card Non-Invoiced option for contract jobs now prints jobs where the invoice total is less than the total budget * QB Posting Vendor Credit transactions were failing due to negative amount and quantity. * When creating assignments the default colour of assignment type would not be given to the new assignment. V6.8177y 23/11/2010 - Fixes * A change in conbobox class caused a few screen to crash with "xxx cursor not found" error. V6.8177x 22/11/2010 - Fixes * Job Centre PDA filter was not working correctly * Adding a job for an existing maintenance site would pull in the equipments from maindetl and override the model and manuf with the product without checking for empty field and hence result with overridng the maindetl with blank. V6.8177w 09/11/2010 - Fixes * Error when adding a product when multi-location is enabled and the system setup default location is not enabled. * Reorder screen would not calculate the total and tax amount. * Removing a linked document now askes you to type YES to confirm if confirm deletions option is enabled in Setup - General * Noticed that when posting contract invoices to QB retention amount was taken off by QB although I pass zero quantity, making the actual invoice less by the retained amount a second time. Concluded that we should not post anything related to retained amount as it is already handled in TSM and no need to show it in QB invoice. V6.8177v 04/11/2010 - Fixes * Product report would fail when set to "Location" and enter a filter with "Description". * Copying a job is linked to "Add New Job" security setting as it effectively means creating a new job and therefore should follow the same security procedure as to adding a new job only getting the properties from an existing one. V6.8177u 03/11/2010 - Fixes * When a user does not have access to quotes but is allowed to Add, Edit, and Delete Parts Used on the Job, and clicks the "Delete Part" button on any jobcard screen, it gives an error as "Insufficient security for Quotes." although the job is not a quote. * When creating a new job and clicking the "quote" box just before clicking the "Add Part" button without saving the job first would add the parts as "Actual" rather then quoted. V6.8177t 02/11/2010 - Fixes * Job Linked Purchase Order items that had a sell price discount were sending the discounted price to the job card as the discounted price, not as the original with a discount. - Be Aware that there is the potential for double discounts for any existing unreceived PO items that have a sell price discount * POS would keep the change amount and apply to the next new pos invoice when it is done immediately after a pos payment. V6.8177s 29/10/2010 - Fixes * After re-indexing when you go to product screen and do a quick search by typing into productid field would give an error. V6.8177r 28/10/2010 - Fixes * When changing a "Check List" code id it wouldn't re-attach the existing result group. * Spell Checker could lose Carriage Returns in Memo fields V6.8177q 27/10/2010 - Fixes * When option to "Re-calculate average cost on 'Issue' or 'Parts Used'" is ticked it would wrongly set the last cost to zero and miscalculate the average cost. * Job Centre filters would save the "Contract Job?" option with the filter and then not allow to change it. V6.8177p 25/10/2010 - Fixes * Emailing invoice/statements to billing customers would ignore the paid invoice tick box and send to all customers. * Reordering Quoted PArts was not setting the correct default supplier V6.8177o 21/10/2010 - Fixes * When changing/assigning an employee to a job in job centre it would not change the job location/department etc as it would when the same operation is done with in the job card screen. V6.8177n 19/10/2010 - Fixes * Total inventory value was calculating as fixed cost even if Last Cost was selected in Setup * Error when sending assignments via iCalendar * Contract job invoices would not calculate the rounding on the initial calculation when "Round invoices to nearest 5c" is ticked and "create invoice" is clicked. -After the initial calculation changing any value would correctly calculate the rounding amount. V6.8177m 15/10/2010 - Fixes * Possible fix for error occurring when selecting a file to link to a job and the file is not selected for a long time * Contact screen would fail when first entering to the screen and the taxcode of the contact record is not in the code table. * Prepaid time with value instead of quantity would not increment the used value. * Contract Jobs Cost Details page was incorrectly displaying the actual cost including variations whether you chose to include the variations or not. - Enhancements * Automatic backup created when updating / Checking TSM structure now includes a copy of the TSM executable V6.8177l 29/09/2010 - Fixes * Action.qpr was left out of the Project and hence not included in TSM.EXE causing report criteria "Repair Code" to fall over with error. * Error when "Freight Inc Tax" box is ticked on the PO screen. * Timebatch would not calculate the work & bill hours as the finish time is entered. V6.8177k 27/09/2010 - Enhancements * Update product screen modified to include tax code/rate changes. V6.8177j 24/09/2010 - Enhancements * Statement and Detailed statement now displays Current as being between invoice date and date due and adds a new column 1-30 being after due date but before the first period. - Other cosmetic changes to these reports - Fixes * Reorder parts would not put the right PO tax code in to PO item details. V6.8177i 17/09/2010 - Enhancements * Added new Invoice report filter for months since invoiced. - So for example, report on all the invoices that are 11 months old - Fixes * Product screen would give an error when a record has a .NULL. puom when trying to show the puom as part of the purchase price caption. * Quoted purchase order screen would crash with an "invalid value for this property" message. V6.8177h 15/09/2010 - Fixes * Job card security would clear when "Delete Parts Used" and "View sensitive financial information" options were both selected. * When a udf_ hook was run from udf_*.fxp would fail with a syntax error. V6.8177g 14/09/2010 - Fixes * Quick job card would not link the equipment added properly and therefore the equipment would disappear from the screen as soon as you save it. V6.8177f 10/09/2010 - Fixes * Contract job scan documents option would not copy the scanned documents into the right folder. V6.8177e 08/09/2010 - Fixes * Disabled Double Click in Job Centre grid since it just does not work when mixed with Drag / Drop * Modified time sheet to stop changing the labour type when linked to a pre paid time with a type. Blank prepaid type will still allow changing the labour type. V6.8177d 06/09/2010 - Fixes * Contract job retained field would not go beyond 99999 as the structure was N(5,2). Changed it to N(10,2) in line with invoices retained field. V6.8177c 02/09/2010 - Fixes * "Note" button would not bring the expanded note screen. V6.8177b 01/09/2010 * Fixed the "codetype does not exit" error caused by the fix for 6.8177a. V6.8177a 31/08/2010 - Fixes * Changed the code table cost multiplier field from zero to 1 and -1 to zero for labour types and modify the code to no longer ask for -1 to ignore cost multiplier. V6.8176j 30/08/2010 - Fixes * Date fields on contract job stage/variation were not displaying the right dates. V6.8176i 27/08/2010 - Fixes * Light job would not save the site address when creating a new job and not viewing the "Site Address" tab. V6.8176h 25/08/2010 - Enhancements * Restore / Send backup to TSM Support are now on different pages so that you can not accidentally restore your TSM data when sending it to TSM Support - Backup / restore security has now been split into 3 different security options so you can decide who can backup, who can restore and who can send backups to TSM Support - Fixes * Sending email from Employee module would give an error if using the Mapi email client * Bulk add Purchase Orders was not correctly calculating the cost when the cost was changed in the Bulk Add Orders screen * Bulk Add Purchase order would lose the customised description if you cursored back up the list and the Product ID field was selected. * Receiving in Purchase Orders no longer allows you to enter freight unless you have entered a supplier invoice number * When "Force Invoice number on PO Receipts" is set it would pop-up the warning message as soon as you enter into supplier invoice field while receiving the PO. V6.8176g 20/08/2010 - Fixes * Batch time sheets would not process under certain circumstances. TSM would lock up. * Batch time sheets would not process time entries that did not have a finish time entered. * Creating a maintenance contract would bring up the save / cancel button when selecting the Equipment tab and there was not equipment added to the contract as yet. * An error would occur in Code Setup - Check List Results if no results have been defined. V6.8176f7 16/08/2010 * Internal Changes V6.8176f6 16/08/2010 - Fixes * Emailing a Contract Job Report form the Contract Job print button was not inserting the correct subject line * Added payment & cash table purge option. V6.8176f5 12/08/2010 - Fixes * Error when selecting Check Lists in Code Setup V6.8176f4 11/08/2010 - Fixes * Could not pick up serialised item(s) when multi location inventory is disabled. V6.8176f3 10/08/2010 - Enhancements * Sybiz post now synchronises inactive flag * Sybiz will no linger post supplier invoices for inactive suppliers * Job Centre now auto refreshes properly - Fixes * Added security option for deleting "zero balance" invoices. * Screen flashing issues addressed V6.8176d-e-f-f2 05/08/2010 - Fixes * When editing a record in a grid with a combobox value removed from the code table it would crash TSM. * Bulk add PO items would not go to next item when tabbed through or down arrow on the last column. * In full servcard and help desk screens, after adding a check list item it would move to first servcard record. * On POS screen when right mouse click on 'Source' would take you to 'Status Code' in the code setup instead of "Customer Source". V6.8176c 27/07/2010 - Fixes * TSMLive and other applications using TSM_DELJOB would not check the security to delete a job. * TSM would crash when adding a new equipment to the job via "Add Equipment" button on the "equipment" tab. * Reindex with "Pack & Clear Nulls" option would only clear nulls but not pack. V6.8176b 23/07/2010 - Fixes * Job Card equipment list was not refreshing properly * Job Card checklist list columns were not correct widths * Fixed a bug in Global.TSM_Init where a dll call to check registration creates millions of lasterror records in an infinite loop while trying to hold on to syswatch and another instance of TSM would be doing a reindex and have exclusive use of the file. V6.8176 19/07/2010 - Fixes * Problem with reports beginning with "SERV" fixed V6.8175a 16/07/2010 - Fixes * Security setting for "Delete Part Used" and "Employees" were overlapping. V6.8175a 14/07/2010 - Enhancements * New Bill Of Materials / Grouped Item check box to mark item as time. - This will add the item quantity to the job duration - This was added in quite some time ago but was not documented. * Added in Contract Job auditing when completed date set. - Fixes * Bulk Add Parts - Manual entry was giving an error is the last item had no quantity * Changing the Contract Job due date from the calendar was not setting the audit trail V6.8174a 07/07/2010 - Enhancement * Added bank account to Cash Receipt screen - This allows you to select a different bank account for each cash receipt V6.8173k 07/07/2010 - Fixes * The drag icon on job centre will only be activated when the mouse button is hold down and dragged. V6.8173j 02/07/2010 - Enhancements * You can now Double Click to select a job from the Job Centre * You can now press Enter in search screens to select the highlighted row * Receiving PO Items directly to the Job and bypassing inventory with QuickBooks enabled will no longer add Miscellaneous items into stock. V6.8173i 30/06/2010 - Enhancements * Added requisition sequence number to Order Details table so that we can report on which order details were generated from a specific requisition * Modified orders created from Requisitions to leave the requisition records in place for reporting (rather than deleting them as is currently happening). - Fixes * When QB post contract invoice with a COGS journal not balancing due to last 3rd & 4th digit rounding it would not stamp the invoice as been posted although it has posted. * Make card would not inherit the option to assign job number to invoice number when autoinv option is selected. V6.8173h 25/06/2010 - Enhancements * New Security option to disable bulk email reports - Fixes * When requisition serialised items it should allow more then one item as at this stage we will not know what serial numbers are going to be used. Requisition it self takes care of serial numbers. V6.8173g 22/06/2010 - Fixes * Right mouse click on the Assignment From Date in Job Centre Options was causing TSM to lock up. * Servcard Equipment report would not take extra fields added via repfilt_sevitems.prg V6.8173f 18/06/2010 - Fixes * Report scheduler would hang when a private report filter was due. V6.8173e 17/06/2010 - Fixes * Saving a job was causing an error when there was a "UDF_SAVE_SERVCARD" script in the directory. V6.8173d 10/06/2010 - Fixes * Code screen would not show the job code, codeid/codetext when it had "Course / Qualification" selected. * Screen glitch in Maintenance when viewing the first or last maintenance record, the Equipment list would sometimes not show V6.8173c 08/06/2010 - Fixes * Bulk add parts in a quote was not adding to quoted items when it was on "Manual" tab * Editing taxcode in stage details would give "Alias 'TAXCODESCJ' is not found." error. * Bulk Add Parts in a Purchase Ordet was not setting the Stage and Cost Centre correctly V6.8173b 07/06/2010 - Enhancements * Added new Employee Overtime overhead $ which is a fixed amount to add to the employee cost while doing overtime - Fixes * Deleting Cash Receipts was giving an error * Contract Job Note field (Service requested) would not stamp after saving. * Clicking into numeric fields now highlights the entire field so that you do not have typing issues depending on where you clicked into the field * Maintenance Reports gave an error when scrolling the saved reports list V6.8173a 04/06/2010 - Fixes * Job reports were not printing any time sheets from within the report module (it was working correctly when printed directly from the job card). * Selecting equipment on a job from the job Maintenance button would reset any changes that had been made to the Site phone / contact details V6.8172o8 - 03/06/2010 - Enhancements * Product Reorder screen now has a new option to merge new orders with the last PO raised, even if it was not raised today - Fixes * Fixed an issue when deleting and editing ordered parts linked to Quoted job parts, the allocated quantity was not being updated * Sybiz post was not including Freight in supplier invoice total * Purchase UOM was not calculating the cost price correctly in Orders receipts and in Product Receive / Issue V6.8172o7 - 19/05/2010 - Fixes * Product search would remember "Stock-Only" filter option but would not apply it at the start and would show all product instead. * POS screen would fail with "Expression is not valid outside of WITH/ENDWITH" error. * When entering multiple time entries the rate would be showing zero and if the user does not recognise this it will be saved as zero. * Modified cash receipt 'Delete' to allow to delete all cash & payment record group together or convert the cash record to "Un-applied" cash receipt. V6.8172o6 - 11/05/2010 - Fixes * "Bank Deposit Slip" report would return no records when there is no filter on cash table. V6.8172o5 - 27/04/2010 - Fixes * When selecting a file name from print to file screen it would give an error message as "Please select a valid directory" although the directory is valid. V6.8172o4 - 23/04/2010 - Fixes * You could enter a bill hours via entering worked hours even when you have "Force Zero billable hours" for the labour type is active. * Modified the message box not to time out for "YES/NO" question types. V6.8172o3 - 15/04/2010 - Fixes * Opening a TSM window while another window was maximised would cause the window to resize incorrectly * Some performance improvements in customer module * Updating a product ID to a new one would not carry over the movements information. This information is now updated as well as long as the product is not being merged with another one. * Product discount was doubling up when a part for the customer with a discount added. * Some modules were running the UDF functions twice. V6.8172o2 - 09/04/2010 - Fixes * When negative quantity entered for PO item, it would use qty =1 instead of actual qty to calculate the unit price from orig cost. V6.8172o1 - 06/04/2010 - Fixes * Build Assembly would fail on clicking the "Set Quantity Point" button with an error "Variable 'ONSTKORDER' is not found." * Internal report changes for TSM Live V6.8172n7 - 31/03/2010 - Fixes * Modified job centre note fields to prevent potential update conflicts. * Some Stage/Variatio fields would crash the job centre. * When adding part with uom it would crash with "object UOM not" found error. V6.8172n6 - 25/03/2010 - Enhancements * Reindex screen no longer ticks the Check Structure option by default - Fixes * Parts Used report would not show UDF marked as 'Searchable'. V6.8172n5 - 22/03/2010 - Fixes * In some bizarre situation you could save a part even though "Allow negative stock" was not active. * Part used screen complaining about "THISFORM.Parent.Markup". * Job centre would crash when "COMMENCED" column is added to "Stage/Variation". V6.8172n4 - 19/03/2010 - Fixes * Maintenance Schedule equipment list was being lost when saving a maintenance record V6.8172n3 16/03/2010 - Fixes * Choosing an 'Invisible' report as default was possible and this would cause problems. - Now you can't make a "default" report "invisible" and you can't choose an "invisible" report as "default". * Add an error checking for blank date on time entry. * User fields that were a look up list were not displaying the list in search screens V6.8172n2 12/03/2010 - Fixes * Modified the "TO" & "FROM" XMLSTRIP functions to handle Ascii characters, 1 to 31 and 126 to 255, that violates the XML. - Characters not accepable by XML would cause "ERROR_IN_XML_REQUEST" errors for QB Post users. V6.8172n1 04/03/2010 - Enhancements * Added new Setup - Contract Jobs option to include or separate Variations from Stage total in Contract Job Invoices - You can now display variations separately on a Contract Job invoice or bundled into the Stage total as it did before. * When "Site without schedule" selected it would go to add a schedule fee based on the first schedule in the database. - Fixes * When schedules had items to be added as parts it would reduce the stock twice and hence would have two records in movements table. V6.8172m13 3/03/2010 - Fixes * Forgot to create the new fields required for QB posts for Account Receivable accounts in invoices and payments. V6.8172m12 26/02/2010 - Enhancements * Adding new time entry now selects the first time page automatically - Fixes * When deleting UDF lookup fields it would leave the codetype and the code(s) in place. * Adding parts to a job that have a customer specific price set was setting the price to zero even hough the total was correct. V6.8172m11 16/02/2010 - Fixes * Contract job invoices would not split proparly for variations when not using "Automatically calculate stage completion percentage" option. V6.8172m10 15/02/2010 - Fixes * Reports would fail with an "Illegal re-defination" error. V6.8172m9 12/02/2010 - Fixes * Scheduled maintenance report by Product Code is now working correctly * QB link would fail to post payments when the invoice to be linked posted with a different ARA. V6.8172m8 08/02/2010 - Fixes * Customer Contact search screen was showing the customer instead of the contact details when viewing the search screen. * Modified time entry to allow changing the job number. This will roll back the pre paid time if the customer is changed. V6.8172m7 01/02/2010 - Fixes * DLL call to GLOBAL.WEB_REPORT was still failing due to case condition. V6.8172m6 29/01/2010 - Fixes * Search would fail when looking for customer job history. * DLL call to GLOBAL.WEB_REPORT would fail due to missing parameter. V6.8172m5 28/01/2010 - Fixes * Added "Billing ID" to contact report filter list. V6.8172m4 22/01/2010 - Fixes * Prepaid time report would not filter for prepaid.type rather prints all. V6.8172m3 19/01/2010 - Fixes * Job Card report filtered by Contact was not working properly. It was Case Sensitive. * Setting Idle time would pop up "Idle time" warning when editing a report or modifying a record if idletime set is reached although the user would be activly typing or editing. * Searching Purchase orders by "Orderno" and setting "Contains" would fail to bring up all the matching order records when the searched order # is not preceded by an alpha character. * Unable to send SMSes for jobs created via TSM Live. * Prepaid time report would not filter for prepaid.type rather prints all. V6.8172m2 08/01/2010 - Fixes * When "Compulsory Region" or "Compulsory Department" selected and PO created from "Quoted Parts" it would leave these fields blank. - Added default Region to PO setup page. * Modified TimeBatch to give a permanent unique batch no to avoid two users creating batches with the same batch number. V6.8172m1 04/01/2010 - Enhancements * You can now add / edit notes on a completed and invoiced job. * Pressing "Backspace" continually would move to other preceding text or date fields and delete content. V6.8172l9 31/12/2009 - Fixes * Account post item and supplier synchronisation was putting the "ALL" or "SELECTED" parameter based on the customer synchronisation. V6.8172l8 22/12/2009 - Fixes * Field entry width increased for "Apply Percent" in contract job invoice manual line detail screen. Due to the width it would not allow to enter 100%. * Fixed make card where jobs would be created for on hold billing customers. * Contact maintenance screen would not allow to choose blank for "Customer Discount/Cost Mark-up" option once it is selected and hence will force any parts used to zero price when "Mark-up" is selected with a zero value. Changed the dropdown option list to include a third option as "Ignore" to ignore this option and allow price matrix to work. V6.8172l7 16/12/2009 Re-build due to ctlistbar not being included in the previous build. V6.8172l6 14/12/2009 - Enhancements * Added Job Contact to Job Card report criteria * "Clear Nulls" option during re-indexing was corrupting the memory fields on repfilt and employ tables. V6.8172l5 04/12/2009 - Fixes * Sending SMS from Purchase orders gave an error V6.8172l4 03/12/2009 - Fixes * When security to use "Contract Job" is turned off you could still go to a contract job via search screen or customer history screen. * Schedule item table, schitems.dbf, in "Maintenance Report" screen was accidentally linked to dbsc database and it was causing problems. V6.8172l3 03/12/2009 - Fixes * Fixed a bug introduced with the V6.8172l2 in time sheets. V6.8172l2 02/12/2009 - Fixes * "Unable to edit invoiced job" warning would popup for jobs with no invoices. V6.8172l1 01/12/2009 - Enhancements * Updated report viewer - Fixes * Fixed an error while adding time sheets V6.8172k9 30/11/2009 - Fixes * Modified "Purchase Order" and "Receive Order" screens to check if the order item is linked to the right stage/variation for contract jobs. There are customers who are loosing parts used due to this wrong association of stage/variation to contract job. * QuickBooks link would clear the "UOM" field when it updated the products in TSM as QB doesn't have UOM. V6.8172k8 23/11/2009 - Fixes * Scanning directory folder name bug fixed. * Converting jobs to contract jobs was not correctly converting linked documents. * Job center and contract job would not show "commence" date for the stages. V6.8172k7 20/11/2009 - Fixes * Some reports weren't sorting by the custom sort correctly. * Prepaid time detail report would not print in some circumstances where the comment field had a long text. V6.8172k6 18/11/2009 - Fixes * POS invoices would not update the job tax code from the customer's default taxcode. V6.8172k5 14/11/2009 - Enhancements * Added in test data for the Catering industry V6.8172k4 06/11/2009 - Enhancements * Job Card Tasks tab now remembers the last sort order selected - Fixes * Certain PO reports were not sorting correctly * Job Cards tasks tab now displays blue if tasks exist V6.8172k3 04/11/2009 - Enhancements * You can now save unapplied cash receipts when linked to MYOB. - Invoices can now be overpaid or cash receipts can be entered with no invoice reference and can then be applied to invoices / credit memos at a later time. - This was always available with other accounting posts but not the MYOB post. - Fixes * Adding an expense to a contract job time entry would create a blank cost centre entry if you have not set up Cost Centres in Contract Job Expense Setup * Field length for user printer options increased to 254 characters. V6.8172k2 02/11/2009 - Fixes * Sugar Link now working with sugar 5 but awaiting end user testing V6.8172k1 29/10/2009 - Enhancements * Added in test data for the packaging industry V6.8172j9 29/10/2009 - Fixes * Service Fee no longer being applied to POS invoices * Changing jobnumber on a parts used via main parts used screen would allow the job number to be changed. - The job number on a parts used should never be editable once it is saved. - If the job number is wrong it must be deleted and recreated with the correct job number. * Searching Customers by contact was not working correctly * For some obscure reason, getxml would fail to copy the polled file to 'copy' directory. * Purchase order sorting for alphanumeric was broken. * Part receiving PO Receipts was incorrectly updating the GST on the Purchase Order V6.8172j8 25/10/2009 - Fixes * Job History button was not showing any history * Printing reports with Numeric Between values was giving wrong answers. * USA QB post would post the parts used as zero when "Post parts used with $0 when quoted parts selected" option is ticked even though the job wasn't a quote. * Performance improvement opening jobs with many linked documents * Sugar link was not working with Sugar 5 V6.8172j7 21/10/2009 - Enhancements * New Job Card Security option to delete parts - Fixes * Updating product location in Codes Maintenance now updates inventory from the old to the new location. An audit trail is created. * When adding items to PO from Tra-Ser and the item doesn't exist in TSM inventory it would create two inventory records. - Make this an option so that the user can decide when the item should be added to TSM inventory. * Link Documents would crash when the job customer has any of the '\/:*?"<>|' characters in the customerid. * Search screen would not display any value. V6.8172j6 16/10/2009 - Fixes * Customer maintenance screen would not syncronise the service requested and other job info with the job card on the Job History page. * Disabling Active Stock Control now disables Serialised Inventory * Changing job number on a time sheet via time screen with a filter on jobcards causes extra time entry on the new job number totalling to the total of all previous time entries. - The job number on a time sheed should never be editable once the time sheet is saved. If the job number on the time sheet is wrong it must be deleted and recreated with the correct job number. * Saving a Contract Job now runs UDF_SAVE_SERVCARD.PRG * Error while fulfilling requisitions if Multi-Location inventory is disabled * Error while reordering parts if Multi-Location inventory is disabled V6.8172j5 06/10/2009 - Fixes * Createing jobs that automatically linked equipment from the associated maintenance Contract would not correctly set the Version and Revision fields. * Adding sevdetl.taxcode to a report would keep changing it to sevdetl.taxratecode and hence stop the report from working. V6.8172j4 02/10/2009 - Enhancements * Script / Email subject line length increased to 200 characters * Added Docket # to Batch time sheets - Fixes * US Quickbook customer and suplier type identifier was stored in the wrong field. * Put back the SiteID column in payment screen. V6.8172j3 30/09/2009 - Fixes * Another possible twist in missing jobs fixed. * When searching some search types with a blank value, such as job # it wouldn't bring up any record. V6.8172j2 22/09/2009 - Enhancements * Added a new option to TSM Restore to send backup file to TSM Support - Fixes * Set user defined field size to Code.CodeID size when they are set to be lookup. * Fixed contract job stage detail screen for two related bugs. When selecting a value from a combo box it would not take the value on the very first try. Consequently this would move the pointer to first stage if it is not already at the first record and hence the information entered would be saved to first stage. V6.8172j 17/09/2009 - Fixes * Search jobs by Site Contact was case sensitive. It will now work with lower case names * Cash receipts were possible from job cards even if security did not permit it * Modified the procedure that allowed the user to change on hand quantities on the "Location" grid to eliminate onhand mismatch issues. * Ical emails form Visual Scheduler are now working correctly V6.8172i 10/09/2009 - Fixes * Receiving supplier invoice for serialised item(s) after receiving the items would give a TSM message as the serial numbers already exist and would not receiving the supplier invoice. V6.8172h3 08/09/2009 - Fixes * Serialised inventory index may cause numeric overflow in rare conditions where an "E" is present within the serian number. * Modified PO receive to capture errors when the record could not be saved and give an option to receive the items without the supplier invoice. V6.8172h2 03/09/2009 - Fixes * Prepaid Time/ parts by Value was not taking GST into account and so was understating the amount of prepaid value used. * Very rarely moving between tabs in Product screen would move off the product record and hence causing wrong record update in xfer. V6.8172h 02/09/2009 - Fixes * Job card screens would crash if a jobcard record with group field containing a "'" or a non-ascii character opened. V6.8172g 01/09/2009 - Fixes * Fixed a problem saving records introduced in the previous update * Shortened the trading reference prefix for ABM link so that it won't cutoff the contract job number larger then 6. V6.8172f 31/08/2009 - Fixes * Accessing the right click menu from with the Visual Scheduler will now close any tooltips that are visible * Indexing error fixed V6.8172e 31/08/2009 - Fixes * Field tab orders in Orders header and detail screens fixed. * Saving a time entry would crash with an error as "field priority not found". - Enhancements * Add a feature to search screens to remember the last search type. V6.8172d 25/08/2009 - Fixes * "My Reports" were not printing the right report, instead it would pick up the first report in that report type. * Product location reports were always printing Average Cost value, regardless of selected cost type. V6.8172c 21/08/2009 - Enhancements * Deleting a Maintenance record or a Site from a maintenance record is now audit trailed. * XML Equipment processing has been improved to allow adding a new equipment or editing an existing one. - Fixes * Fixed a potential bug that may have been causing the onhand mismatch with movements. * Customer Status was not refreshing on the first page of the job card immediately when the billing customer is changed V6.8172b 18/08/2009 - Fixes * Security check on purchase order receive was wrong. It would allow users who aren't authorised to receive purchase orders. V6.8172a 17/08/2009 - Fixes * Speed improvements over the LAN when large message files exist * Creating a Maintenance Contract from job equipment now copies manufacturer, model, revision and version information V6.8171z 14/08/2009 - Fixes * Receiving more than one item on a Purchase Order would only update movements table for the first item received * When adding "Company" column to Job Centre it would show the same company name for all jobs in the grid. V6.8171y 10/08/2009 - Fixes * Some job card profitability summary reports were not using the function that determines the job quote status and hence may use the wrong parts & labour sell prices. * When converting the quote to real job if there is a quoted labour it will keep the quoted parts and not ask whether to keep the quoted parts or zero it out. V6.8171x 06/08/2009 - Fixes * Due to problems exporting data to other applications, the following characters are no longer allowed in Product ID's: '"()! * Deleted records in user defined fields definition table was causing potential structure corruptions. * Idle time logout option was causing an error of any forms were open in an unsaved state. * Option to create assignments when a job is created from schedule event if the schedule is marked as "AutoInvoice" or "AutoComplete" was broken. * Job Cards search screen was always sortingin Job # order (it now sorts in the order of what you search for). * Clicking the "Send PDA" button from "Job Centre" was causing buffer error. V6.8171w 03/08/2009 - Enhancements * Modified 'Backup/Restore' screen. - Added an option to include image files with reports (only works if the image files are stored int he TSM folder). - Added an option to include TSM.EXE in the backup file. - Fixes * Disabling Multi-Location stock control was giving an error * Still a problem with Maintenance Cards option for printing the jobs created. V6.8171v 31/07/2009 - Fixes * Still a problem with User Fields V6.8171u 30/07/2009 - Fixes * Recalculating PrePaid incidents used was not working correctly * User defined field "New" button would crash TSM. * F1 (help) was still opening the old manual, not new wiki. * Emailing Invoices was not setting the invoice print date under certain circumstances V6.8171t 20 July 2009 - Fixes- Enhancements * Added Book Reference to Job Centre filters * Maintenance Cards option was still using the Old report system for printing the jobs created. V6.8171s 20 July 2009 - Fixes * Supplier invoice report filter criteria "Department" was not based on suppinv but on order department. V6.8171r 17 July 2009 - Enhancements * User defined fields can now be put on one of 3 tabs. - This is useful if you have too manyuser fields to fit on a single page - You can define a heading for each tab individually. - Fixes * Parts used report by Bin / Location now uses the location from the Locations tab if multi-warehouse is enabled. - Currently, it is always using the product default location * Traser Import from PO screen was incorrectly adding the Product into Inventory V6.8171q 13 July 2009 - Enhancements * Added new Setup - Purchase Orders option to lock the cost price for quoted parts. - This allows you to create a job quote and set the cost to whatever you want and ordered items will use the quoted part cost, NOT the inventory cost. - Be aware that this is across the board (all quoted items will use their cost when ordering quoted parts) - Adding parts to a PO via Traser now addes the parts to the Product database V6.8171p 06 July 2009 - Fixes * Cash Receipts would give an index error AFTER doing a Reindex. Would work after doing a check V6.8171o 06 July 2009 - Fixes * Timer would kick in and cause errors while "Purge" was still running and had exclusive access to tables. * When loading older servcard report filters it would crash with a type missmatch error. V6.8171n 03 July 2009 - Fixes * Re-calculating the order total modified to include checking and recalculating the order detail tax amounts. * Job history tab in contact screen was showing the wrong job total for contract jobs. V6.8171m 30 June 2009 - Fixes * New Re-Stock screen was not included in the build. V6.8171l 29 June 2009 - Fixes * US QB item list was crashing with errors. * Updated L&H import routine to use their new ElectreNet data files. - You now need to manually download the text based ZIP field into the \lhfiles directory - The old LH Import is still available by using the LHIMPORTOLD parameter V6.8171k 25 June 2009 - Fixes * Ordering requisitions for contract jobs would give a warning message and not clear the requisitions. V6.8171j 24 June 2009 - Enhancements * New Setup - Inventory option to disable Stock is low option * Stock Take screen now has a button to set onhand levels to zero - Setup - Inventory option to reset all onhand levels to zero has been removed as it is now replaced with the stocktake changes. - All stock take entries are now audited, even when the on hand quantity has not changed. This is useful to see which items have / have not been stock taked. - Fixes * Job Card Quote including tax had the wrong message printing at the bottom V6.8171i 17 June 2009 - Enhancements * Added State and PostCode to Customer Search * Added in Serial # Comment when receiving in Serial Numbers. - Will put this comment against the serial number note field * Added Video industry as sample load data when installing TSM - Fixes * Put a code to save job to stop a new job overriding an existing one. V6.8171h 11/06/2009 - Fixes * Setting Job Card Auto Create option on Startup in Setup - Job Cards 1 no longer adds a job if viewed from the job centre (or other places in TSM) * "Save/Cancel" wasn't coming up when "Setup/Inventory/Markups/Markup sell price by" radio button changed. V6.8171g 10/06/2009 - Fixes * Fixed a bug in deleting jobs with zero job number. V6.8171f 09/06/2009 - Enhancements * Added Default location to Purchase Orders - Adding parts to a PO will use this location if entered. * Starting the job timer on Help Desk jobs now sets the commenced date of the job - Added Commenced date to the settings screen * Setting Labour Type Cost Multiplier to -1 will now set the time sheet hourly cost to zero. - This is useful if you ahve salaried staff who do not get paid extra for overtime work. - Fixes * Job Centre search for customer ID was not working * PO estimated cost exceeded warning was incorrectly coming up at times * You can now apply schedule items to contract jobs as long as they are not equipment items * Time sheet labour type was not being set to the default Employee labour type under all circumstances that it should have been V6.8171e 02/06/2009 - Enhancements * Converting a Quote into a Job now creates a job audit trail entry - Fixes * Bulk add parts was not exploding the components correctly. * Deleting a quoted kit and responding 'yes' to delete the components would not only delete the components but delete the allocated components of that kit. V6.8171d 01/06/2009 - Fixes * Purchase Order receipt screen would not add the negative quantities to the order total shown on the screen. V6.8171c 01/06/2009 - Fixes * Part used would not open due to "CostCentre" drop down list box being wrongly pointing to a non-existent table. V6.8171b 29/05/2009 - Enhancements * The Apply % button when editing Contract job invoice details now deducts any previously invoiced amounts for a more accurate figure - Fixes * Fixed a cause of TSM unexpectedly closing down * Contract information on Equipment page of service jobs & help desk would not refresh correctly. V6.8171a 27/05/2009 - Enhancements * The Apply % button when editing Contract job invoice details now defaults to the stage or variation % complete rather than 100% - Fixes * Creating an invoice from an Auto Invoice schedule now sets the invoice date to today rather than the next schedule date - TSM was in effect forward dating invoices created with schedules which is incorrect. * Invoice due date now correctly calculates under all circumstances. * POS Invioces now shows you the inc tax total before you create the invoice. * The "Add/Edit Stage" button wouldn't allow the user to add/edit contract Stages once the add/edit button has been hit. * Product discount breaks had stopped working V6.8 22/05/2009 V6.817od - Fixes * Disabled the PO Receipt option 'Recalculate marked up inventory sell prices' if Fixed pricing method is selected since the cost can't change * Fixed a bug in Purchase order details where the markup would revert to original default markup whenever cursor moves through the supplier discount. * Certain windows reserved words such as CON, LPT1 etc are now invalid as employee ID * Sybiz Post no longer posts across the Customer Title * Fixed a bug in Equipment Check list combo box. * Screen would not always refresh properly after maximising then minimising a form V6.817oc 19/05/2009 - Enhancements * Added "Bulk Transfer Parts" functionality. With this mod user can transfer multiple products from one location to another and print a report to show the onhand quantities on both locations before and after the transfer and transfered quantities. Ex. Re-stocking vans from a warehouse. This option excludes the serialised products as these products need more complex handling and has to be done one product at a time and this is already done in product maintenance module. V6.817ob 13/05/2009 - Enhancements * Added Copy function to Contract job stages / variations - Renamed Replicate to Copy throught TSM - Fixes * Requisitions are now disabled when adding quoted parts to a quote * Occasionally when a product id entered and "save" clicked without entering the qty and/or cost fields the total would not be calculated. * Job Centre memo field columns were not remembering their column with (such as Sevice Requewted, WorkPerformed, Address). * Posting contract invoices to Quickbooks USA was crashing with "INVDET" not found. * Quickbooks USA would occasionally fail due to "Edit Sequence" being outdated. * QuickBooks post would not accept blank product in purchase order posting. Used "TS_MISC" for blank item(s). * Under certain circumstances, printing certain reports could send them to email * Copying products was not clearing out onhand quantity V6.817n 06/05/2009 - Fixes * Previewed reports were appearing maximised * Sending SMS from the TSM Email client was not setting the audit trail V6.817m 01/05/2009 - Fixes * When serialised product onhand changed via "Receive/Issue" or "Adjust" tabs it won't calculate the onhand correctly till you move off the record and get back to it. V6.817l 29/04/2009 - Enhancements * Issuing items from inventory now allows selection of a Unit Of Measure - Fixes * Minor performance improvements in job cards and adding time sheets. * Employee Search by qualification now excludes expired qualifications * Customer Search Account statu options updated to reflect new options in Customer Maintenance screen * Added ToolTips to product price Markup % * You could not change the Price Break Value in Product Maintenance V6.817k 27/04/2009 - Enhancements - Tasks now allow you to enter a job # and Customer ID to filter the list by - Maintenance screen now displays account Status on all pages. - Maintenance screen PrePaid time now displays from newest to oldest - Fixes * USA QuickBooks Link would sent in the invoice items as "Taxable" regardless of what user selected when adding the parts. * Radio button options were not resizing with the form. * Printing issues addressed: - Intermittent crashing on Windows Vista with specific printers has been fixed - The printed output was occasionally shifted for specific printers - Open office output layout issues have been fixed - Page-range filtering didn't work for merged reports - Maintenance screen no longer asks you to save / cancel when viewing customer details - Assignments tab on Contract Jobs / Stages was not turning red correctly when there were assignments V6.817i 21/04/2009 - Fixes * "Contract Job Cost Summary" Report was not giving the right totals and printing all bands regardless. V6.817h 16/04/2009 - Enhancements * Added Checklists to Contract Job (Stages / Variations to follow) - Fixes * Scanning document for a contact or product would not save the link. - Also when a full path entered it would still use the default folder for the scan and fail when the build folder is invalid. V6.817g 15/04/2009 - Fixes * When returning from location search in PRODUCT/Location report it would crash with "'CODE' is not found." error. V6.817f 14/04/2009 - Fixes * Creating a job from Help Dsk was not correctly setting Site Contact details. * Prepaid Time detailed report was only showing the first time entry consumed for that Prepaid Time * Adding Kit or Bill of Material type items as quoted parts worked OK as long as you did not want to order individual components. - However, since it was not exploding the parts you could not order individual components from different suppliers or order only selected components. - Kit / BOM items now explode when added as quoted parts and you must select the individual components to allocate to the job. * Ordering Kit / BOM parts now excludes the kit / BOM part form the order screen, only displaying the components. * Finance security option now hides Customer Invoice history financial columns V6.817e 09/04/2009 - Fixes * Job Invoiced status was not always being set when an invoice was created. * When adding parts a message 'Transaction type and/or key value missing' would apper. V6.817d 07/04/2009 - Enhancements * Job Search / Job history screen now shows additional information * New Setup - General option to enable the form eXit button (top right corner) while editing to save and exit the form * Tasks Email now includes most fields from the task. * New Security option to download TSM Updates - Fixes * Maintenance Report Site Search was not working * Job Centre was not leeting you edit Employee ID / Status Code * Job Centre would cause problems if the refresh rate was set < 10 seconds. V6.817c 06/04/2009 - Fixes * Deleting a Job linked to a schedule would not release the job from the schedule. * SMS is no longer a registerable component * Refreshing product screen was occationaly updating the prodloc onhand without putting a record in audit table. * "Function argument value, type, or count is invalid" error when updating customer record in QB post. V6.817b 03/04/2009 - Enhancements * TSM Update now uses HTTP not FTP to get around the problem where people have FTP blocked - Fixes * Product screen refresh would occationally update the onhand quantity although it wasn't supposed to. V6.817a 02/04/2009 - Enhancements * Added CR and LF as options to merge into SMS messages Setup - Need to place %CR%%LF% are the end of lines 1, 2 etc, or the body of the sms will begin immediately after * New Setup - Miscellaneous option to set a default Status Code for Assignments * Assignments will now use the assignment colour if a status code has been selected - Fixes * TSM Email client - Employee BCC Address search was putting the returned email adress into the address field, not the BCC field * Job Card Maintenance button was not returning all equipment items when Select Site without Schedules was selected * TSM registration now uses port 443 exclusively V6.816d 30/03/2009 - Fixes * Selecting "Stages/Variations: EmployeeID" for filter would crash the Job Centre. * Security option for regular jobs was stopping the contract jobs time entries when a contract invoice exist. V6.816c 26/03/2009 - Enhancements * Infocentre: - Added in new fields for items including topic, author, status, last updated etc. - You can now use drag / drop to move nodes around - New Right Click node options to expand / collapse node or tree - New Search option to search for selected text - Various internal enhancements - Fixes * When clicking the "Maintenance" button and selecting an equipment to add without a schedule" would fail to assign save some of the values. * Maintenance search screen from "Maintenance" button on the job card was showing "Next Schedule" date for last schedule. V6.816a/b 25/03/2009 - Enhancements * New Setup Job Cards option to disallow overlapping time sheets * New Setup - Miscellaneous option to disallow overlapping assignments * New security option to hide sensitive financial information - hides customer labour rates tab - hides job total - hides invoicing tab on job cards - hides employee costs * Added Logged date to customer job history grid - Fixes * Help and quick screen were not refreshing the address and phone information correctly. * Saving a timesheet without a jobnumber was incrementing the job number. V6.815d 19/03/2009 - Enhancements * New Setup - Invoices option to automatically place invoices on hold * Report dates now support Beginning of next calendar year and end of next calendar year * Utilities - Info Centre has additional informational fields added * Product Reports now have a new option for Serial Numbers report V6.815c 13/03/2009 - Fixes * Replicating job employees no longer replicates the Allocated date, it now sets the date/time the job was replicated * Emailing from Contact Maintenance contact screen was sometimes setting the incorrect Customer ID for the sent message * Selecting Equipment on a job from the job Maintenance button no longer blanks out the labour type if no system default labour type has been selected. - Enhancements * Added Status code to customer job history list V6.815b 09/03/2009 - Fixes * In some occations adding a time sheet with no job number from time screen causes time sheet screen to return "Customer is Inactive" message. V6.815a 05/03/2009 - Enhancements * New Setup - Maintenance option to automatically create linked assignments if Auto Complete or Auto Invoice option selected * Major speed improvements printing job cards to screen * You can now use the X (Exit) button to save and exit a screen that has Save / Cancel buttons available. - Fixes * Any time entering the job completed field in job card/invoice page would put a line in audit field as the job is uncompleted. * Error selecting a single invoice number filter on Debtor Reports * When "Default invoice date to job completed date" is set on invoice due date wasn't calculating correctly for past invoice dates. V6.814q 26/02/2009 - Update for new Registration routines. V6.814p - Fixes * Cancelling a PO Receive was giving an error * Saving quick setup was occationally giving an error as "Variable 'LASTUSER' is not found." * Error accessing Customer Equipment history tab * Contract job summary report was not printing the company name when previous job had no stages. * After printing summary page of a contract job and moving to another contract job would lock TSM. * Changing the completed date on task screen by right mouse click would not set the buttons to "Save/Cancel" * Changing the assignment type on assignment screen would not set the buttons to "Save/Cancel". * Jobcenter filters on "Priority" and "Status" were crashing with "..... is not unique and must be qualified". V6.814o 20/02/2009 - Enhancements * Right clicking on assignment employee ID now lets you pick from employees assigned to the job site postcode if they exist. This was already implemented for Job employee but not for assignments. * Searchable User defined fields now appear on the Job Center list of filter fields - Fixes * Product price markup calculation would occasionally half the price. * Combo Boxes in Help desk now work correctly. * Adding employees now works correctly V6.814n 16/02/2009 - Enhancements * A new setup option created to determine whether to replace or append the item description when creating jobs from maintenance schedules. - Fixes * Committed and requested fields on product maintenance was not showing the values. * Loading old saved report criteria would cause the report screen to crash with type mismatch error. * Messages page frame fixed and employee screen chat pageframe re-enabled. This was also affecting the help screen and any other screen having the messages class. * Added maintenance equipment detail to parts used description when a job is created from the maintenance. V6.814m 10/02/2009 - Fixes * Modified the code scren to avoid the 'Schedule Type's to jump to first record when a schedule type with a rate matrix value clicked. * Chat pageframe is temporarily disabled as it was causing the add new to commit and therefore any employeeid entered would reject as already exist although it doesn't. V6.814l 06/02/2009 - Fixes * When "Auto-refresh Job Centre" option is set in user options the job grid would go to first record after the timer kicks in. * Customer search screen would resize and reposition the "Search By" field each time filter option for "Customer/Supplier/Contact" is changed. * When adding a new product to purchase order that doesn't exist in product table entering a quantity over 1 or a price would trigger a chain of product search. * When a job's logged by field was changed all other new jobs would get the logged by employee as the new value on this job instead of the actual logged by employee. V6.814k 04/02/2009 - Enhancements * Added Job Customer ID as a Purchase Order report filter option. - Fixes * Error under certain circumstances when adding BOM items to a purchase order * Maintenance Job History tab was incorrectly displaying the invoice number column * Time Sheet module had display erors when clicking in the start / finish time V6.814j 30/01/2009 - Fixes * Selecting a new Job Centre Filter would turn off the auto update * Maintenance Item job details now appear in the item description on Job CArd equipment tab * The Contract Job Setup option to restrict cost centres to those used on stages / variations now applies to parts ordered as well * Product transfer reports would fail with old report system. - Enhancements * "Create Contract" now will copy the selected equipment's location to maindetl.location. V6.814i 29/01/2009 - Fixes * When you saved a time sheet without linking to a prepaid time and then link it yuou could not change the labour type where as you can if you link when you first created it and then change it before you save. * In Job Card screen, when "New" is clicked and the job prior had a signature file, the new record would also show the same file. V6.814f - Fixes * Replicating a contract job no longer replicates the stage percentage complete V6.814e - Enhancements * New Job Card security option to alow editing of rollover date when rolling over a completed scheduled job - Fixes * Putting cursor in first column of a date filed no longer takes you to the previous field * Product search by description - slower was not working at all * Traser button on Purchase Orders was causing an error V6.814b - Enhancements * Added Billing Customer to job card email sort options 17 December 2008 * Initial Release version V6.8 Beta Release - Enhancements * Added Warranty expiry date to Contact Equipment History tab * Added Employee email search buttons to TSM Email client * Added in Serialised Stock Control (Enterprise) * New Employee Security option to allow employees to change the security group (except for Supervisor) * Added Service Code to Schedule - Service code will be set on created job cards if entered against the schedule * New Setup - Job Cards option to enable / disable warning if there are open quotes for a customer * New Setup - Jobcards 3 option and new User Option to default the job employee ID to the logged in user ID when creating a new job * Added the ability to apply Prepaid Dollars to a part used on a job - Parts Used report now has new Prepaid filter option to list all parts used that were Prepaid * Added rounding to contract jobs similar to service jobs. - There is a tick box on the job card job logging page. When this box is ticked the contract job invoice screen will automatically calculate the rounding amount to bring the invoice inc tax amount to nearest 5 cents. If this box is NOT ticked THEN the user can enter the rounding amount manually. The values accepted are up to +/- 0.02. Remember this is only to bring the Inc tax total to nearest 5 cents AND it is NOT to enter some wild values as you wish. * Added a Replicate button to Product Maintenance * Added additional information to bottom of the Job Centre and improved the presentation * Added Country to Customer Report Filters * Expanding a text memo field now displays both text and HTML view * New Setup - Jobcards option for default Employee Group for job cards * Added 'Does Not Begin With' as a report operator option * Added Show History checkbox on Prepaid Time screen - While in job cards, you can now see all prepaid time, not just the available prepaid time * Added Non-Expired items to Product Show Option * Added a selection screen for serialised parts used. * Uncompleting a job is now Audit Trailed * Added a button to the TSM Email client to add an attachment - It pops up a directory listing for you to choose a file to add * Added Email button to Customer, Contacts and Employee screens * Added new Email inbox / outbox to Help desk - Shows a history of all emails sent to and received from a job * Added new Email History tab to Contact History - Shows all emails sent to or received from a customer * Added Email From option to User Options - Each TSM user can now specify whether emails are addressed from themselves, the Company or use the System Default settings * Need to differentiate between labour time minimum hours applied to individual time entries or accumulated over all time entries for a particular labour type - Added a new checkbox to labour type maintenance to determine whether minimum hours accumulate or are applied to individual time entries (as it did before). - The following business rules will be followed and use 1 minimum of 1 hour as an example: - 1. When adding a time entry to a job where the labour type has not already been added (first time) and there is a minimum # hours and the accumulate checkbox is ticked, apply the minimum hours to the time entry exactly as currently occurs. - 2. For each subsequent time entry with checkbox ticked, sum the work hours including this time entry and the bill hours. If the sum of the previous work hours is less than the minimum hours, set the bill hours to the difference between the Total work hours and the bill hours. Time 1: Work = 25, Bill = 60 Time 2: Work = 50, Bill = 15 If the total bill hours are greater or equal to the minimum hours and the work hours are less than the minimum, set the bill hours to zero. Time 1: Work = 25, Bill = 60 Time 2: Work = 10, Bill = 0 - If the total bill hours are greater or equal to the minimum hours, do not change the bill hours Time 1: Work = 60, Bill = 60 Time 2: Work = 50, Bill = 50 - If the total bill hours are less than the minimum hours and the work hours are less than the minimum, set the bill hours to the difference between the bill hours and the minimum (this situation should not occur). Time 1: Work = 25, Bill = 40 Time 2: Work = 10, Bill = 20 - If the total bill hours are less than the minimum hours and the work hours are greater than the minimum, set the bill hours to the difference between the work hours and the bill hours Time 1: Work = 25, Bill = 40 Time 2: Work = 50, Bill = 35 * New Setup - Jobcards Page3 option to force Prepaid Time labour types to be linked to a prepaid time agreement when adding time to a job card - If not set, a warning will be displayed but time entry will still save. * New User Option to remember the last job viewed - When opening a job card, it will return to the last job viewed. * Added a Scanner button to Link Documents (Enterprise) - Will scan pages from a scanner and create a linked document on the job. - Requires a Twain compatible scanner - Supports different Scan types - Support document feeders * Customer Product Price discount page now has additional option of entering a Product ID, mark-up and fixed price. * Email templates can now have permanent attachments - Modified the Scripts module to enable attachments for templates - New Script option to display all scripts and templates, scripts only or templates only. * Deleting a cash receipt is now audited. * Contact History now allows for sorting in a number of the tabs by clicking on column headers * New Chat facility - Added Chat button to Logged In Users screen and Employee Maintenance Screen - Able to enter a message which will pop up on the employees screen immediately or when they next log in if they are not currently logged in - Message will continue to show until OK is pressed when it is then cleared. * Added New filters to Product reports - In Stock, Commitments and Available Stock * The Product Reorder screen now has an option to merge subsequent orders with purchase orders that already exist and were created the same day. - This allows you to combine both inventory and requisition orders together on the same Purchase Order even though they were raised in separate order runs. * Added Stock / Non-Stock option to Product Search screen * TSM Remote scripts are now selected with a new script option PDA Script - This enables you to select specific scripts to be used on the PDA only * New field in Customer Maintenance to set the default invoice layout for this customer (billing customer) (Enterprise) * Report filter screens now display the saved report filters for easy selection * Added in "One Month Ago" and "In One Month" as report date options * Added an option to setup screen to re-calculate average & total cost on "issue" and when "parts used". * On start-up, the Report modules now load to the same report that was there when it was last closed. * Added User Defined Fields to Time Sheets and Parts Used * Added Asset # to Maintenance Schedule equipment grid * Added Height and Width options to User Defined Fields * Cash Receipts now validate Credit Card numbers * New Setup - Job Cards 3 option to show or not show Time Grid colours based on the Labour Type Colour setting * Email client now a user selectable option rather than just System Wide * New Setup - Miscellaneous option to set default PDF Email text - In previous versions it was hard coded to "Please see attached Acrobat PDF file" * Shift+F8 now registers OCX files silently * Added Purchase Unit of Measure - You can now purchase in a different quantity to how you consume - E.g. you can purchase 1 roll of 100 metre wire which upon receipt will increase inventory for wire by 100 because you sell it by the metre. - Other examples are buying goods by the Pallet, box or dozen etc. - Code Maintenance for Unit of Measure now has a purchase multiplier to determine the purchase quantity. So for the roll of wire example above, the purchasing multiplier will be set to 100 - Added Purchase Unit of Measure to Product Maintenance - Added Unit of Measure to Purchase Order items screen * Added new Security options - Add Parts to a job, Edit Parts on a job. This was combined as a single option before. - Complete a Job Card, Complete a Contract Job. This was combined as a single option before. * Added Purchase Order reference to PO search and report screens * Added a setup option to automatically split any time entry when past midnight. * The Job Card Maintenance Button equipment selection can now select maintenance equipment by Maintenacne Contract Customer ID * The Restore utility now makes a backup of the TSM date before restoring date - This will ensure that accidentally restoring the wrong TSM backup set will still allow you to go back to where you were if you did not have any other backups. * New Security Option to enabled editing of Info Center * Text fields now support auto Complete * TSM Email client will now launch all attachments when the Launch button is pressed - Changes * Adding a schedule to a job now uses the employees department before the customers department * Prepaid support notification on job cards now uses the reported date rather than today's date to determine if there is prepaid support available for the job card * Modified XML processor to add the work performed if used instead of * Restrict the MYOB customerid to 15 as MYOB Post is experiencing difficulties due to MYOB accepting a maximum of 15. * Reversed the above as some users are not happy about the truncation. Put a warning message instead any time 15 are exceeded. * Daily Notes converted to Tasks - New Employee Security option to enable viewing other people's tasks. With this disabled, you can only view your own tasks, tasks assigned to a group you are a member of or public tasks. - Added tasks to Visual Scheduler - Added Tasks to Customer History - ALT-F4 to bring up Task List * Modified re-order screen to 1. Allow filtering based on "Supplier Type", 2. Search a product with the filtered result in the grid displayed. * Order number field increased from 15 - 20 characters * Added Invoice number to Maintenance Jobs list * Added Quote option to Job Centre filters list * Added Service requested, work performed and Job Notes to Customer Job History tab * Added Email to Customer Search screen * Added Service & Expense as a product category * Added Labour rate to labour type pull down * Added TSM Remote User to Employee search and reports if TSM Remote is enabled * Added Labour hours, Job total, Service Requested and Work performed to Job Centre filters * Added Labour hours as Job Centre columns * Script name extended to 50 Characters * Renamed 'Popup Daily Notes on Start-up' to 'Pop up Task List on Start-up' in the User Options screen * Resize screen and Resize text have been moved from Setup - General to the User Options screen * Added a Signed by name to the signature to store the name of the person signing the job on the PDA * Added "Expired" & "Not Expired" to product report selection criteria. * User Defined Fields - MustFill option is no longer used. Contact TSM Support for an alternate way to achieve a similar result * Assignments First Available now uses Employee Max Jobs option to count the number of jobs in an AM / PM slot * Various search options are now selectable from a pull down list (eg Product Search by Type / Sub Type) * Employee Logout Idle time field moved from Employee Maintenance to User Options - Fixes * Changing/allocating variation number was forcing a new higher number if that varno exist even at another stage on the job card. * Fixed a bug in "Replicate" where it would crash due to bittest/bitset going beyond 32. * Disabled "Sales Person" checking in Contract Jobs. When compulsory "Sales Person" option is ticked Contract Job would complain about this field not being entered but it doesn't have it on the screen either. * Fixed bug in contract job screen where after maximizing clicking any navigation button would reset it to original size. * Fixed a bug in XML processor where it would copy the audit trail into notes. * Restrict the MYOB customerid to 15 as MYOB Post is experiencing difficulties due to MYOB accepting a maximum of 15. * Reversed the above as some users are not happy about the truncation. Put a warning message instead any time 15 are exceeded. * Servcard phone fields were increased from 15 to 21 to comply with the rest of the tables. * Sending an employee email from a job card no longer selects the Job Card email address if the employee does not have an email address. * Emailing from Customers and Maintenance Contracts now adds an entry into the customer email history * Forwarding an email now looks up the email address to link it to a customer * Movements table would show qty as negative of last on hand when multi location was turned off. * Prepaid time was not adding the last time entered to used hours and hence showing an available hour more then it should be. * Fixed a bug in Visual Scheduler where it would complain that "CODE" is not found. This would only happen when "CHECKLIST" option was active. * Fixed a bug in MakeCard where it would complain that "CHKLISTID" is not found when in "Cards" screen "Rollover' option was ticked and then "Processed". * Fixed lunch adjustment on time sheets. - It wasn't checking for overlaps and deducting the full lunch hours from the time entry regardless. - If "Adjust for Lunch" is selected, it will now check for overlaps and a - If there is no overlaps with lunch hours it won't create a lunch time entry and original time record will have full hours entered, b - If there is an overlap with lunch hours it will create lunch time entry but only deduct hours from the original time for only the overlapping portion. c - If there is already a lunch entry it will take that as the lunch hours won't create a new lunch record but will adjust the hours based on overlap portion. - If "Adjust for Lunch" is not selected, it will not check or modify for any overlaps with lunch hours even if there is an existing lunch entry, including original time record that created the lunch record. - It will now clear the "Adjust for Lunch" flag every time "Save" or "Cancel" is clicked to avoid accidental re-calculation or creation of lunch record or modification of hours on time entries. * Modified GETXML to automatically edit PARAMETER line of customer XML processing codes to add two new parameters at the end. Otherwise it will give a "Must specify additional parameters" error. * Purge now ignores jobs with unpaid invoices * The time entries were truncating to Office Close time when past this time and split option not selected. * Reordering Parts from a Requisition now put the Sell price onto the Order item - Beta Fixes 6.801r5 Beta 1 * Report Search button was giving an error * Emailing via MAPI mail client was not logging an entry in the Email outbox * Fixed a potential error when closing forms * Deleting an ordered part for a job from the PO was causing "Alias name is already in use" error. * Report Scheduler was not setting any filters and thus, printing the entire database * Auto Complete disabled for Password fields * Applying payments to 2 or more cash receipts was only setting the sequence number of the first cash receipt, thus affecting the MYOB post. * Additional work on eradicating the Update conflict in cursor error * Pop Up job history was not displaying any results when creating a new job * Fixed some errors that occurred while upgrading TSM - Beta Fixes Beta 2 - Fixes * Job Center sorting by Job Type and Received Date was causing an error * Contract Job Summary page Double Click summary report was not displaying any results - Previously customised versions of this report may still no longer work. * Deleting an incomplete job linked to a schedule would roll back the next schedule date although the next schedule date was not rolled forward when the job was created. * Saving an email template from the email screen was creating an error * Accumulated Billing Hours were not correctly rounding and using too many billable hours * Adding a script was not defaulting the script type * Modified the prodlocmerge function to cater for single ot double quote precence in the productid and stop possible syntax error due to this. * Job Centre was displaying .Null. for some columns * The OLD reproting system is no longer supported - Although many old reports may still work, we strongly recommend that you ensure all your customised reports have been converted over to use the new reporting system * Requisitions and commitments have been moved to TSM Enterprise * Updating Product ID's was failing * Taskbar menu would corrupt due to removal of Single Jobs menu option * Jobs could be completed via entering a date into "Completed Date" field for jobs with open purhcase order even though security setting was off for this option. * Changing the sort by to "Invoice #" when "contract jobs" or "both" selected for job type would crash the job centre. * "Bulk Add Parts" would crash with "No table is open in the current work area." error if load fails to open 'Group' table. * Job history would bring all jobs that have no siteid if the original job has no site id. Same for billcust and customerid. - Enhancements * New Invoice Email Subject - New Setup Option - Setup - Invoices for Invoice Email Subject - Enter an expression for the invoice email subject that can include fields from the job or invoice tables. * Added new Email options reports modules - Email template field allow you to define the template to use when emailing a report out of TSM. - New 'Only Email Template' option allows you to send the template only, excluding the report itself. This will allow you to send boilerplate emails to customers. * A number of reports have additional email options: - Job Card reports - New Auto Email option - Do not email - Email Job Customer - Email Job Sales Person - Email Job Technician - Debtors reports - Email billing customer - Contacts Reports - Email Customer - Include contacts - Assignment reports - Email Employee - For each of the above, a single report run will automatically break up the report by the selected recipient option and then send that part of the report by email to the recipient. - For example, you could email all new invoices to all billing customers in a single email run whereas before, you would have to do one run per customer, changing the filter each time. - Or you could automatically email all new jobs to the employees each day etc. - When combined with the new Only Email Template report option, you can use this to send form emails to your customer base such as mail merge letters. * New Customer Maintenance option to opt out a customer and its contacts from being included in the email report merge * Scripts Utility module enhanced to add additional functionality to Email Templates. - New Script option - Template Subject. Allows you to define a subject for an Email template. You can include TSM expressions in the subject enclosed in double chevrons (<< and >>) to merge in fields. - For example, to merge in the company name into the subject when doing a customer email, put <> into the subject line. - New Script option - From Email Address. Allows you to define a reply email address specifically for this email template. Useful if you want to redirect replies to a selected mail box. * Added functionality to "Employee Group" code maintenance to add or remove employees to each group. - This was already available from employee maintenance but this is a more convenient way to quickly add or remove multiple employees from a group. * Added Search by Serial Number to job card search screen * Purchase order items will now use any product discounts or set prices from Customer maintenance Product Discounts Page - You can define a fixed cost price or a discount of the usual cost price. Mark-up % is not available for Suppliers. - Column header will change to display Price $ or Cost $ depending on whether it is a customer or a supplier * Searching for a Customer ID, Billing ID or Site ID from a job card now has a new customer search option for Maintenance Site. This will allow you to select from of a list of sites set up against a maintenance contract assigned to the job Customer ID. * Added status code to Assignments - Notes * Removed support for Single Job Cards - It is no longer available on the menu. - Known Problems * Ticking on Assignments Primary check box is inconsistent Beta 3 - Enhancements * Search screen Ascending / Descending order is now remembered for next search * Job last serviced history popup now has a view button - When entering a Customer ID on a job, an optional job history popup appears. This popup now has a view button to allow you to view one of the jobs in the list. * Added User Defined Fields to Task List * New Task List report module added * Reset User Options now resets Auto Completion text * TSM Email Client no longer closes the email screen after sending if an attachment is not found. - You can now fix up the attachment file name / path and resend * Added Email address to Contact Reports * Added Stage . Variation % Complete to Job Centre filters and columns * Added Edit Expression to User Defined Fields - You can now enter a TSM expression that will determine under which conditions the user defined field is editable. - Fixes * Job Centre would crash if Invoice # order selected and Display Contract jobs / both was also selected * MAPI emails could not find the linked attachments * Search screens no longer share a common Predictive Text list * Various Job Centre fixes for Contract Jobs * The same Predictive text less likely to appear on multiple fields * Job History would blank and not exit when "View" was clicked. * Screen glitch in "Contract Jobs/Job Logging" page when "% Employee Cost" was selected for default labour type. * Saving a report filter now correctly saves it as Public or Private rather than always Public. * Searching with Text search when using Any Words option would find no matches if any word had no matches * When a contract job was selected from a job search from service jobs, it would open the contract job screen twice. * Maintenance Schedules Equipment grid column sizes changed to make all columns fit in window - Enabling Check Lists was causing the Selected Check Box off the right end of the page - Editing any of the yellow columns now automatically ticks the Selected Checkbox * Job Center refresh no longer causes the cursor to skip while typing into a field on another screen * Possible error messages when adding a Quoted Bill Of Material item to a job * Broke the job card search while fixing it for contract job. Now both OK. * Put a workaround to stop jobs being overridden by another user. (Missing Jobs Issue) * Fixed a minor problem installing the update - Known Problems * Ticking on Assignments Primary check box is inconsistent Beta 4 - Enhancements * Contacts screen - Add Job button will now add a Contract Job if Contract Jobs was the last job screen closed. * You can now change User Defined Field settings without rebuilding the TSM database as long as it does not affect the User Defined Field Database - For example, you can change the help message, tab order etc * Update and full installer now ask you if you would like to launch TSM.EXE * Added Default Attachment path to User Options - Adding an attachment will look into this path first * Added Strip Nulls option to Reindex * Added a back button to Job Card # search * Added Send to PDA option to Product and Contact Search screen * Added Send to PDA option to Product and Contact report filters * Added Quote Option function to Quoted parts used - This allows you to enter options on quoted items - ie Option 1, Option 2 etc. - Created a new Detailed Quote report layout for Quote with options * UDF_table.prg files now recognise the returned value. You no longer need to set the variable MCONTINUE to set the return value. MCONTINUE is still supported. * Added in 3 new Report Date options - In 3 Days - Beginning of this week - End of this week * Added in a new Job Card report filter - Pre Paid Time Available - True for jobs linked to a customer with a maintenance contracts with prepaid time available, False if none available. * New Utility Option to Update TSM. - Selecting this will download the TSM Update, close TSM and then run the update. You must be the only person in TSM to run the TSM Update. - Job Center Public / Private filter selection is now a toggle button * Job Center now remembers the last private and public filter selected. - This is handy if your are often flicking between private and public filters * Added in a Bpay function to calculate the Bpay checkdigit. - Use the following expression: BPAY(999999) will return 999999 + the calculated checkdigit. - The reference can be passed as character or numeric but will always return as a character string * When a billing customer have a default invoice layout it will be used for automatic printing and default to when manual printing but would not stop user to choose a different layout if need be. * HELP desk timer is now blue if it is running or another person has a timer running for the job * New Tasks Tab on Full Job Cards and Help Desk screens * Added TSM Forum to TSM Help Menu -Fixes * You can no longer edit time sheet start / end time if linked to a prepaid time record * You can no longer edit price, quantity, markup etc that may change the total price of the part if linked to a prepaid part record * Launching Contract Jobs from the Menu would give an error. Launching from the Task Bar worked OK * Time reports were not sorting correctly in time order. In some cases, the sort option was disabled * Detailed time sheet reports did not support additional sort orders * Job Card Report Quote option could not be ticked * A work around to stop prodloc changing when navigating in product maintenance screen. * Job Centre still had some problems with stages / Variations % complete columns * Task list was not correctly searching for a Customer ID when the Search button was pressed * Email destination tab order fixed up * When converting a service job into a contract job the quoted labour and parts fields are now cleared after assigning them to a costcentre. * Clearing report filters was not clearing out the Send Email option * Report filter fields list now sorted alphabetically * Creating a schedule for 1 month and disabling auto rollover schedules could cause the schedule to not roll forward at all * When having a decimal point of 3 or 4 and a discount may end up with an order total and order detil total miss-match. * The "description" column would cut of the displayed text to the same length as the previous description text, if going up or next if going down, when the cursor was in the description column. * Job Center would not correctly filter out any value that was not from the Job Card table. - For example, setting a filter to Customer.Type = 'XXX' would ignore this filter * Viewing the Readme.txt file from the Help menu no longer holds TSM up until readme.txt is closed. * The Customer ID was not correctly set when searching for a job customer and the new Job Quote warning option was disabled * Split time sheet option should not be enabled if overtime labour type not defined in Setup - Job Cards * Replicating service and contract job would save even if custom triggers returning false. * Updating the Customer Key was not updating the messages and tasks table * Prepaid Available job report filter was not working * Adding parts to PO now looks up the corresponding customer parts discounts * When entering a new schedule the item list would be displaying the last selected schedule item information and hence the user would mistakenly enter a rate, hours and tick selected assuming that this list belongs to the new schedule they have just created. When 'save' clicked the information entered will clear. Infact the last selected schedule item would now be showing the changes made. Solution: There will be no item displayed in the schedule item list till the new schedule is 'saved'. * Saving PO Items was not correctly setting the default sell price. * Loading saved Maintenance report filters would cause an error * When adding a new job and entering a text in "Job Name" would turn off the "Save" button on the exit. * Replicate function fixed Beta 5 - Enhancements * Added Work minutes, work hours and work days to Report Scheduler - Will restrict next schedule time to be within working hours and determine if Saturday and Sunday is included * Added Visual Scheduler and Job Center refresh frequencies to Setup - Miscellaneous * Added Status Code to Contact Job History grid * Employee chat now has a reply button * Added new Job Center Filters Invoiced option - Removed Include Which Jobs option from Job Centre Options tab because it is no longer required * User defined field maintenance now forces 1st 2 characters to be "U_" * Choosing Other Or Other2 from Job Card Reports filters now display the corresponding combo box if selected * Added new Include Billing ID check box option to Customer Invoice history tab. - You can now also see any invoices for the Billing Customer ID of the customer. * Apply credits for unapplied cash receipts now works in Cash Receipts module - Fixes * Visual Scheduler was showing terminated employees in the employee list when an employee group was selected * Adding memo fields to job centre columns would crash it. * Right clicking on Contract Job notes was giving an error * Manufacturer and model were not being populated when adding equipment to a maintenance contract * Adding jobs from Maintenance Cards option now correctly sets the Completed status if the Schedule is Auto Complete * TSM will no longer give an error if the total number of fields in a table after adding user defined fields is greater than 254. The additional fields will be ignored. * Modified the QuickBooks link and TSM to work with the new QBi 2008/09+ versions. - QBi introduces a new concept in tax codes and rates. Now there is a "Sales Tax Codes" and "Tax Item"s. Tax items are either for sales or for purchase but not both. Tax Items can be grouped in to a "Tax Group" and the total rate is the sum of the rates for each tax item. Tax groups can't have mixed tax item types. They have to be all sales or all purchase. In transaction you choose a sales tax code and the tax item automatically applies for sales or for purchase. This is a confusing and a potential for errors. You can have the same 'Sales Tax Code' applies to a sales invoice and a purchase but end up with different tax rates. We have simulated the effect into TSM by introducing a second rate in code table for purchases for customers who are using the new QB version. The tax code you will choose is actually the "Sales Tax Code" as in the QBi itself. It will apply the regular tax rate for sales and the new second rate for purchases. These should normally be same for Australia for most of the transactions. Note: There is a bug in new QB, they haven't admitted it yet, that you can't run the SDK without actually opening the QB data file. We use to be able to run the link without opening QB or open the data we link to. * Adding Job Due date as a job center column caused an error * Purging jobs would only purge jobs that had unpaid invoices. It should have ben the other way around by purging jobs that do not have unpaid invoices * Adding a checklist to jobs / equipment now triggers the Save / Cancel buttons * Printing 'Debtors - time summary" report from job cards with "Old Report" setting was giving wrong totals for time. * Adding Purchase Order items were not properly following the markup rules for sell price based on product markup cost breaks * Area and payment terms drop down list box in customer maintenance wasn't showing any value if the code was deleted from code table. Beta 6 - Enhancements * Added Sales Analysis code to Job Card and Invoice report filters * Added user defined fields to Purchase Ordet details lines * Add trigger for tables after save. Format is "UDF_SAVE_"+tablename * Update TSM option restricted to Supervisors * Added Serial Number to Parts Used grid and search option * Bulk add parts now has a manual entry screen - You can enter parts directly in the grid for fast data entry * New Setup - Micellaneous - Assignment option to determine whether first available os from next AM / PM slot or starting next day * Checklists now have a Default button which will set the default value to the question * There is now a "SMS" button next to "Ordered By" field on purcahse order screen that you can use to send a SMS to that technician. -Fixes * TSM Report viewer with multiple pages would fail if called from the Report Scheduler * job Center would crash when "Stages.Stage" or "variatio.varno" was selected. Beta 7 - Enhancements * Installer now asks you to load test data or start TSM with no test data * New Purchase Order Bulk Add Parts. * Added Bulk Add parts to Contract Job Stages / Variations * Added Tasks to Stages / Variations * Added financial year to report date filter options - Financial year will vary depending on which region TSM is configured for * Added Valid Method to user fields * Added an ALL option to Visual Scheduler group combo box - This allows you to quickly select all employees to display in the scheduler * Added in a new job card report including checklists * IF V_FIND("custboth") = .T. then customer Both option enabled - This is useful for some accounting interfaces including Attache * Added Job Name to batch time sheets * Added a slower product search that does not use the FastText search engine to enable you to search for numbers which FTS excludes * Added a new tax code field to separate the purchase and sales tax codes. * Added Outstanding invoices option to Job Card reports and Job Centre filters * New setup - Miscellaneous option to disable the Assignnment text pop up window in Visual Scheduler * Changes to User Fields - You can now define whether a fields label is to the left or above the field - You can now defined fixed row, column coordinates for each field to layout the screen exactly as you want. * Added Fax number to customer search * Added Contacts to customer search * Po items now retain the markup % after saving - You can no longer edit the PO job sell price if a markup % is entered. * Added Tax total and total inc tax to PO Receive screen * Prepaid time screen now displays the date the last time entry was used * New Quick Setup screen - Asks you on a new installation if you want to run the quick setup - Also available from Utilities - Quick Setup * Added serial number pickup button to "Bulk Add Part". * Added a new screen to allocate quoted parts by choosing the parts from list and serial number from available serial numbers. * Prepaid time / incident popup screen now shows both available time and incidents, rather than just incidents. * The X (Exit) button is now enabled on most screens. * New Setup - PO option to disallow entering stock ordered items on PO's with an assigned job # - This will ensure that all items added to job assigned orders must only be for that job * New PO Search option by Job customer ID * New option to reserve licences for selected employees. (Enterprise and TSM Live only) - This allows you to reserve a licence for the exclusive use of the selected employee. This is useful if you do not have enough licences for everyone but wish to ensure that certain people can always log in to TSM. - The number of licences available to everyone else is the total licence count less the total number of reserved licences. Assigning too many reserved licences will cause others to be unable to log into TSM. - New field on Employee Maintenance screen to select a licence on hold - New employee search option for employees with reserved licences * Contract Job stages / variations Priority code now automatically set the committed date and duration. * Adding a stage / variation now automatically assigns the default job priority. * Added an expand button to the job centre to expand the service requested / work performed text * Added a job card setup option to override job priority with site customer priority if available. Default is old system as customer record determines priority. * Added a Refresh button to the Customer Maintenance screen so that you can refresh the history tabs * You can no longer enter Ascii characters less than CHR 7 into a text field. - This was causing TSM Remote to crash and should never be done * New Setup - Maintenance option to make equipment search exact match or nearest match * Job Center and Visual Scheduler auto refresh frequece is now in seconds rather than minutes - Fixes * Combining 2 schedules with equipment selected as a part, would only apply the equipment for the first schedule * When "New" is clicked on contact screen for a new customer the contact information tab would display information from first record till it is saved. * Searching for supplier invoices would clear out the order details and afterword not move in supplier invoice when moved in order table. * There was a potential problem that when origcost was zero and user would change it to a non-zero value during receive, then when they navigate throught the origcost field and save, the cost would go back to zero as the result of re-calculation. * The stage and variation's selected would not save. * Visual Scheduler displaying Stages / variations was giving an error displaying the stage / variation status code * Clicking the 'suburb' header would cause 'Command contains unrecognized phrase/keyword' error. * Daily notes where not saving notes or details if the Right mouse click Expand option was used * Related to changing the invoice decimals the curser populated with servcard was not ignoring deleted records and hence comparing some deleted records to real records. * Deleting cash records sometimes would also delete payment record although there are other cash records linked to it. * Right mouse click on "Select Job Date" date field would cause the date picker calendar to go background and make the system un-usable. * Enable Reports menu option added into Security - Reports. * Completing a scheduled job with a completed date other than today was putting Today's date in the Schedule completed date. * Turning off "Linked Primary Assignments" was still updating the Employee ID when editing assignments in the Visual Scheduler. * Turning off "Linked Primary Assignments" in setup was not turning off the "Auto create Linked Primary Assignment" option but disables it. * When a quote turned to a normal job tax on quoted parts were calculated on total parts and the individual tax rates were ignored. * Parts used report not working w/ billable in the criteria see. * Job card search by Equipment serial number does not take you to selected job. * Fixed the issue with selecting "Item with schedule" when clicking "Maintenance" button on the job card. - This option now reads as "Select site with schedule." and will add all the equipments on the schedule selected. Note that previously it would only select one equipment and leave all others but stil link the job to the schedule. * Pressing New - POS Invoice was erroneously displaying a browse window * Some report fields were printing centred when previewed to the screen whereas they were OK when printing directly to the printer. * Auto Complete text was repeating if longer than 30 characters * When customer was on "HOLD" you could still add/edit parts and labour and create invoice. * "Quoted parts / labour" option on "Replicate" was always coming up as ticked even if it is un-ticked and saved. * Double clicking "Job No" field on frmTime screen would crash with type mismatch. Double click should not be available on this field. * The inc tax amount was showing the wrong amount when receiving supplier invoice on clicking 'Auto Qty" button. * When a job is added from contacts screen by clicking the "Add Job" button at the top would not carry over the same fields from contract job as to adding the job from "Equipment" tab of the same screen. * Strip Nulls option now also strips out CHR(1) - CHR(6) * QB Actpost was failing with type mismatch when doing a code update. * Strip Nulls was causing nesting errors. * When Product maintenance "Alternates" tab was clicked a screen glitch would show part of alternate part grid over the product ID & description fields. * Stripping nulls from employee table was causing the reading and writing of user options to crash. * When address field would not have a carriage return it would print an extra line in billing address where ever it is used in reports. * When "Prepaid time can be overdrawn (negative)" option under setup/maintenance selected and used prepaid time gone to negative, deleting a time entry would put the remaining pre paid to zero when it is still in negative. TSM 6.8 RC1 - Enhancements * Added Retention Owinf to Debtor reports * Conflict resolution screen now shows the name and last update time that the record was changed * Added Gross Profit to Job Card Invoice page - Fixes * Fixes - PrePaid time was incorrectly calculating the amount available when warning you that there was insufficient time left * Visual Scheduler popup box was not always appearing * Some objects would not resize correctly after a screen was maximised and then returned to normal size. * After a report with pre method that closes the main table and creates a temporary cursor with the same alias name printed it will crash when it is clearing the filter on the original table. * Printing a supplier invoice from within Purchase Order screen would crass with "Alias 'Object' not found" error. * Product price update would trigger a 'save' loop when there was a price with 4 decimals and not change the "Save"/"Cancel" buttons. * If product was having zero tax rate against a taxcode with non-zero rate in some situations purchase orders received in to jobs were getting zero rate from product table rather then looking up from code table. * When updating from 6.7 to 6.8 it would crash at servcard table structure check point with 'File is in Use' error. * Contract job financial summary report 1 was bringing a blank screen due to wrong initial table selected in the dataenvironment. * "Parts Used Summary by Site" report wasn't working properly. * Serialised parts ordered for and received to a job was not creating the prodser entry and therefore was not putting the part on the job. * The customer job note was duplicating in 'service requested' when a job is created from schedule and the contract customer is same as the site customer. * Modified product screen adjust and transfer buttons to disable the screen while the process is taking place to eliminate spinner value changes. * Contract jobs stages edited by double clicking the stages grid would cause update conflict and crash TSM. * Accounting post for QB was not populating the "code.dept" field for "Payment Type"s and therefore causing problems in credit card validations. * Requsition screen was crashing with "'price' not found" error. TSM Lite Job Cards - Parts used - Time Sheets Inventory Database - Part Numbers - Pricing Invoices, Payments Job Center/Visual Scheduler - Easily see all job you have on and when you have been assigned to them Reports - Comprehensive Report Writer Accounting Link - MYOB, Quickbooks (via Accounting Link) TSM Pro * Employee Maintenance: - Commissions - Overheads and Allowances - Employee Supervisor Groups - Employee Groups - Training Courses / Qualifications - Activities / Insurance - Chat * Inventory Control - Stock Levels - Multi-Location Inventory - Product Price Breaks - Purchase Orders - BOM / Kits - Alternate Parts - Movements - Main Menu Parts Used module * Report Scheduler / My Reports * Time Sheets * Adjust for lunch * Approval * Main menu time sheets module * Prepaid Support * End of Day * Process new time entries in time sheet reports * Job Cards * Quick Jobs * Job Equipment * Checklists * Help Desk * Infocentre * SMS Gateway * Assignments - First Available * TSM Live * Self Service * Maintenance Contracts * Customer Priority Matrix TSM Enterprise * Automatically break up a report run into one report per selected type. Applies to: - Job Card Reports - Assignment Reports - Invoice Reports - Customer Reports * Inventory Control - Serialised Inventory - Commitments - Requisitions * Customers - Default invoice layout per billing customer * Contract Jobs * Linked documents Scanner option * Employees - Reserved Licences TSM Changes Summary. -------------------------------- V6.713j 20 Feb 2009 * GETXML was using the wrong variable to call the customer code pre xml processing. * Committed and requested fields on product maintenance was not showing the values. * Product price markup calculation would occasionally half the price. V6.713i 18 Feb 2009 * When a job's logged by field was changed all other new jobs would get the logged by employee as the new value on this job instead of the actual logged by employee. * Modified the code scren to avoid the 'Schedule Type's to jump to first record when a schedule type with a rate matrix value clicked. V6.713h 30/01/2009 * In Job Card screen, when "New" is clicked and the job prior had a signature file, the new record would also show the same file. * Product transfer reports would fail with old report system. V6.713g 23/01/2009 * Contract jobs stages edited by double clicking the stages grid would cause update conflict and crash TSM. V6.713f 20/01/2009 * Modified product screen adjust and transfer buttons to disable the screen while the process is taking place to eliminate spinner value changes. V6.713e 09/01/2009 * The customer job note was duplicating in 'service requested' when a job is created from schedule and the contract customer is same as the site customer. V6.713d 31/12/2008 * In 6.8 the contract jobs were crashing at two customer sites when returning from stage detail with update conflict on stages and deleting all contract jobs. The error could not be reproduced in testing but the code is modified to skip the line causing the problem. V6.713c 30/12/2008 - Fixes * Contract job financial summary report 1 was bringing a blank screen due to wrong initial table selected in the dataenvironment. * "Parts Used Summary by Site" report wasn't working properly. V6.713b 22/12/2008 - Fixes * Contract job financial summary report 1 was failing to print with a data relationship error. V6.713a 19/12/2008 - Fixes * If product was having zero tax rate against a taxcode with non-zero rate in some situations purchase orders received in to jobs were getting zero rate from product table rather then looking up from code table. V6.712f 17/12/2008 - Fixes * Adding subsequent POS invoices would not clear out the amount tendered V6.712e 12/12/2008 - Fixes * Actpost record compare for customer would fail when the record is not in TSM and does not have an "Orgname". V6.712d 10/12/2008 - Fixes * Printing a supplier invoice from within Purchase Order screen would crass with "Alias 'Object' not found" error. * Product price update would trigger a 'save' loop when there was a price with 4 decimals and not change the "Save"/"Cancel" buttons. V6.712c 09/12/2008 - Fixes * POS invoices gave an error when the form was maximised * QBUSA was failing on updating the codes when no complex sales tax were available. V6.712b 28/11/2008 - Fixes * After a report with pre method that closes the main table and creates a temporary cursor with the same alias name printed it will crash when it is clearing the filter on the original table. V6.712a 28/11/2008 - Fixes * November 2008 password release * A new option for job card was added to calculate tax on quoted parts value and not individual part used tax rates. V6.711t 19/11/2008 - Fixes * When Product maintenance "Alternates" tab was clicked a screen glitch would show part of alternate part grid over the product ID & description fields. * Stripping nulls from employee table was causing the reading and writing of user options to crash. * When "Prepaid time can be overdrawn (negative)" option under setup/maintenance selected and used prepaid time gone to negative, deleting a time entry would put the remaining pre paid to zero when it is still in negative. * Under certain circumstances, adding a part to a job could give an error message V6.711s 17/11/2008 - Fixes * Product maintenance Rec/Issue supplier ID in was not synchronising with product default supplier. V6.711r 13/11/2008 - Fixes * Contract jobs notes button was not changing colour when there was a note entered * QB Actpost was failing with type mismatch when doing a code update. V6.711q 07/11/08 - Fixes * "Quoted parts / labour" option on "Replicate" was always coming up as ticked even if it is un-ticked and saved. * Double clicking "Job No" field on frmTime screen would crash with type mismatch. Double click should not be available on this field. * The inc tax amount was showing the wrong amount when receiving supplier invoice on clicking 'Auto Qty" button. * When a job is added from contacts screen by clicking the "Add Job" button at the top would not carry over the same fields from contract job as to adding the job from "Equipment" tab of the same screen. * Obscure error creating Assignments linked to jobs that do not have a Customer ID or Billing ID V6.711p 07/11/08 - Enhancements * Time sheet module now remembers the starting date - This can considerably speed up its funtion by ignoring time entries prior to a selected date. * Added a job card setup option to override job priority with site customer priority if available. Default is old system as customer record determines priority. - Fixes * When customer was on "HOLD" you could still add/edit parts and labour and create invoice. V6.711o 30/10/2008 - Fixes * Fixed the issue with selecting "Item with schedule" when clicking "Maintenance" button on the job card. - This option now reads as "Select site with schedule." and will add all the equipments on the schedule selected. Note that previously it would only select one equipment and leave all others but still link the job to the schedule. V6.711n 27/10/2008 - Fixes * Changing the Job # on a purchase order no longer changes the job number on received PO items. * Parts used report not working w/ billable in the criteria see. * Job card search by Equipment serial number does not take you to selected job. * Occasional file is in use error when printing from the Reports module V6.711m 24/10/2008 - Fixes * When a quote turned to a normal job tax on quoted parts were calculated on total parts and the individual tax rates were ignored. V6.711l 23/10/2008 - Fixes * Turning off "Linked Primary Assignments" was still updating the Employee ID when editing assignments in the Visual Scheduler. * Adding time with an "empgroup" selected would add the times for the employees in the group correctly but would leave the sequence number identical and hence cause contract job to display the time entries for the same employee as many time entries as there were for that empgroup. * Parts used search was displaying the sell price instead of the cost price V6.711k 22/10/2008 - Fixes * Turning off "Linked Primary Assignments" was still updating the Employee ID when editing assignments in the Visual Scheduler. * Turning off "Linked Primary Assignments" in setup was not turning off the "Auto create Linked Primary Assignment" option but disables it. V6.711j 21/10/2008 - Fixes * Completing a scheduled job would always put today's date in the Schedule completed date even if the date was changed. * Schedule Rollover date would sometimes calculate the incorrect date if the rolled over date was in the past. V6.711i 15/10/2008 - Fixes * Batch time sheets were not running UDF_timebatch.prg after saving. * Unapproved variations were appearing in the stages variation cost totals * Added Other / Other2 to Debtor reports * Sybiz post now updates Sybiz street address to TSM Billing address and Sybiz delivery address to TSM street address * Sybiz post now passes the Order # and Job # as a reference to the invoice rather than just the invoice number V6.711h 01/10/2008 - Enhancements * Added in an internal TSM spell checker - Vista has issues running the MS Word spell checker - New Setup and user option to select TSM Spell checker V6.711g 01/10/2008 -Fixes * Deleting cash records sometimes would also delete payment record although there are other cash records linked to it. * Right mouse click on "Select Job Date" date field would cause the date picker calendar to go background and make the system un-usable. V6.711f 29/09/2008 -Fixes * Job center was falling over with datatype mismatch when entering. V6.711e 26/09/2008 -Enhancements * Added GDI selection option to Setup - General screen. - New report engine uses the GDI+ engine and some sites are having their report fields cropped for an unknown reason. You can now select the older GDI report engine which does not haves problem. -Fixes * Related to changing the invoice decimals the curser populated with servcard was not ignoring deleted records and hence comparing some deleted records to real records. V6.711d 16/09/2008 -Fixes * Printing 'Summarised Labour Invoice" from Debtors Report would give a different subtotal for the labour type(s) when multiple invoices printed. * Scheduled rollover date would sometimes not select the correct date if the next schedule date was calculated in the past. V6.711c 16/09/2008 -Fixes * Added in all the changes and fixes to the Sybiz accounting interface from version 6.8 * Changing the invoice decimals in Setup would create ADJUSTMENT items on a job if there were deleted time sheet entries. V6.711b 11/09/2008 * September 2008 password release. -Enhancements * Added in Asset # to Job Card maintenance button search grid and also reorganised column layouts to be more logically ordered -Fixes * Adding equipment to a job would reposition to the first piece of equipment after saving V6.711a 10/09/2008 -Fixes * The updated reporting engine caused some reports to cut off fields. All report fields have now been increased in width by 20% * The flag's for updating product price based on markup or sell price were both doing the same thing. V6.710h 05/09/2008 -Fixes * There was a potential problem that when origcost was zero and user would change it to a non-zero value during receive, then when they navigate throught the origcost field and save, the cost would go back to zero as the result of re-calculation. V6.710g 04/09/2008 -Fixes * Searching for supplier invoices would clear out the order details and afterword not move in supplier invoice when moved in order table. V6.710f 03/09/2008 -Fixes * Product Reports Report Type was misspelt. * Updating Employee ID was not updating the sales person or the logged employee on the job card V6.710e 27/08/2008 -Fixes * When "New" is clicked on contact screen for a new customer the contact information tab would display information from first record till it is saved. * Added Department as a Contact Report fitler option * Linked documents on equipment were not showing on the job card V6.710d 26/08/2008 -Fixes * Combining 2 schedules with equipment selected as a part, would only apply the equipment for the first schedule * Product report filter Inventory Asset account was not correctly working * Default Product Location was not defaulting on parts added to jobs -Enhancements * Add check box next to 'ccEmail' in GETXML to send email independent of confirmation email. V6.710c 25/08/2008 -Fixes * User defined fields with _N at the end were deleted from the table as they were mistaken for dummy fields. V6.710b 22/08/2008 -Enhancements * You can now edit the time sheet hours directly when automatic time calculation is turned of in Setup - Job Cards 1 - This affects both regular time sheet entry page and Batch time sheet page. V6.710a 21/08/2008 -Fixes * Detailed Supplier Invoice report was always sorting in invoice number order even if another sort order was selected * Deleting a scheduled job was not rolling the schedule back V6.709p 20/08/2008 -Fixes * Field label changes were not being reflected in Job Centre column names - August password released. V6.709o 18/08/2008 -Fixes * Fixed a bug in QB Link where cash synchronisation would crash while appending a cash record to TSM. * Fixed a bug in QB Link where product update to QB would crash when XML had an invalid character or reference and did not return a valid string. * Under certain circumstances, saving a 2nd or subsequent time sheet entry on a job could position you back on the first time sheet entry without refreshing the screen * USA QB Link was missing a parameter statement to filter the query to a single invoice when doing a cash synchronisation. V6.709n 13/08/2008 - Enhancements * The Purge utility will now always do an automatic TSM backup * Following modifications done for USA - Adding Parts to a job will show 'Sales Tax' as 'Taxable / Non-Taxable', - If "Sales Tax" is "Non-Taxable" it won't show tax rate but rather show as "Non-Taxable", - Changing "Sales Tax" code will recalculate and show the new totals immediately, - "Sales Tax" code in the order of availability will use product if set otherwise billing customer or job and finally system Setup sales tax codes, - Product Maintenance screen will show "Taxable/Non-Taxable" label based on selected "Sales Tax" code as this code is only 3 character long and may not be descriptive enough. * Fixed an obscure bug causing an error in job centre under rare circumstances * Reorder quantity in the Reorder module was not recalculating correctly is multi-location inventory was selected -Fixes * Adding equipment to a new job via the job Maintenance button was always saving the job, even ifCancel was pressed. * Adding a new time entry to a job will now place the cursor in the Employee ID field if it is blank, otherwise the date field V6.709m 08/08/2008 -Fixes * Using the external PDF viewer and having 2 or more jobs open, printing the TSM invoice to screen could sometimes select the wron job card form * Setting a default invoice layout for a billing customer would allow the user to select from all reports, not just invoice reports. * The Setup - Job Cards 3 option to update Billing ID when selecting equipment for a job was being ignored * The quantity on order item could be changed even after the item is received. * Fixed a bug in USA QB Link where some transactions that have QB child level account codes would fail. V6.709l 01/08/2008 - Fixes * Area and payment terms drop down list box in customer maintenance wasn't showing any value if the code was deleted from code table. * While adding a part, when quantity is changed so does the costcentre back to default value. - Enhancements * Added in Sales Analysis code to Job Card and debtor report filters V6.709k 24/07/2008 - Fixes * You could not successfully add linked documents to Contract Jobs * Modified the QuickBooks link and TSM to work with the new QBi 2008/09+ versions. - QBi introduces a new concept in tax codes and rates. Now there is a "Sales Tax Codes" and "Tax Item"s. Tax items are either for sales or for purchase but not both. Tax Items can be grouped in to a "Tax Group" and the total rate is the sum of the rates for each tax item. Tax groups can't have mixed tax item types. They have to be all sales or all purchase. In transaction you choose a sales tax code and the tax item automatically applies for sales or for purchase. This is a confusing and a potential for errors. You can have the same 'Sales Tax Code' applies to a sales invoice and a purchase but end up with different tax rates. We have simulated the effect into TSM by introducing a second rate in code table for purchases for customers who are using the new QB version. The tax code you will choose is actually the "Sales Tax Code" as in the QBi itself. It will apply the regular tax rate for sales and the new second rate for purchases. These should normally be same for Australia for most of the transactions. Note: There is a bug in new QB, they haven't admitted it yet, that you can't run the SDK without actually opening the QB data file. We use to be able to run the link without opening QB or open the data we link to. - Potential rare error with ORDET fixed - Adding parts to a maintenance contract with the search button and then cancelling could leave a blank line or save the part anyway. * Tab order in Batch jobs now consistent. - Pressing New now positions cursor in Employee ID * Possible error in Contract Jobs stages when pressing the Order button if you have previously ordered quoted parts * POS invoices were mysteriously occasionally not showing parts if more than one part existed. * Printing 'Debtors - time summary" report from job cards with "Old Report" setting was giving wrong totals for time. * Fixed a potential error when double clicking on Supplier ID in Bulk Add Parts screen - Disabled double click * POS invoices would have equipment added to it if the Auto Assign Equipment option was enabled. - POS invoices no longer have equipment added to them * Starting TSM with the PROFILE parameter was bypassing the login screen * Other and Other 2 report filter options were not showing a drop down combo box * Employee Summary Qualifications report now prints correctly from the Report Scheduler * Editing a time sheet could move you to a different time sheet after saving if more than one time sheet exists for a job * Fixed a Contact History tab refreshing issue * Security - Reports did not have an option to turn on / off all reports V6.709j 20/06/2008 - Fixes * Product label printing was not only printing selected product but the entire list. * Internal build for dll and exe mismatch. (MYOB post failing) V6.709i 17/06/2008 - Fixes * Setting Primary Assignment from job center would sometimes not set the primary assignment * Drag and drop a job from the job centre on to the Visual Scheduler would not create the assignment if one already existed for the job * Quickbook account posting was using the old last update date and purchase tax code fields and was not updating QB from TSM or not posting the PO tax code. * Replicate option was not replicating details properly V6.709h 13/06/2008 - Fixes * When entering a new schedule the item list would be displaying the last selected schedule item information and hence the user wouold mistakenly enter a rate, hours and tick selected assuming that this list belongs to the new schedule they have just created. When 'save' clicked the information entered will clear. Infact the last selected schedule item would now be showing the changes made. Solution: There will be no item displayed in the schedule item list till the new schedule is 'saved'. * Possible solution to disappearing jobs problem - unable to confirm until we get client feedback * Added TSM Forum to TSM Menu * Selecting End Last Calendar Year in report date filters would cause an error V6.709g 11/06/2008 - Fixes * Error while replicating a job * Error when processing Maintenance * Converting job equipment to a maintenance contract site when creating maintenance contracts now copies all relevant equipment information * Scrolling through maintenance contract equipment items was not always synchronised with the display below * Adding a job from Maintenance Equipment jobs tab was not copying over all the equipment information to the job equipment record V6.709f 05/06/2008 - Fixes * Default invoice layout would not allow user to choose a different layout if need be. * The "description" column would cut of the displayed text to the same length as the previous description text, if going up or next if going down, when the cursor was in the description column. V6.709f 05/06/2008 - Fixes * When converting a service job into a contract job the quoted labour and parts fields are now cleared after assigning them to a costcentre. * When having a decimal point of 3 or 4 and a discount may end up with an order total and order detil total miss-match. * June password change. V6.709e 30/05/2008 - Fixes * Fixed a minor error introduced in the previous version when emailing * TSM Live will now save even though there is no job name and job nams is compulsory V6.709d 29/05/2008 - Fixes * Contract Job Customer Email buttons were giving an error V6.709c 27/05/2008 - Fixes * You could not edit Maintenance Site details under certain circumstances - It would say the Site Customer was already used on this contract * A work around to stop prodloc changing when navigating in product maintenance screen. * Job Center refresh should interrupt data entry much less now V6.709b 26/05/2008 - Fixes * Fixed a minor problem installing the update V6.709a 23/05/2008 - Fixes * Text entered into Contract Jobs was not visible in Text Search function * Prepaid Time rate now accepts 2 decimals * Assignments added with an Employee Group was not correctly updating The job card employee ID, Status code and audit trail * Broke the job card search while fixing it for contract job. Now both OK. * Put a workaround to stop jobs being overridden by another user. (Missing Jobs Issue) V6.708z 20/05/2008 - Fixes * Screen glitch in "Contract Jobs/Job Logging" page when "% Employee Cost" was selected for default labour type. * Visual Scheduler would stop showing tool tips if the assignment was double clicked to display the job. * Searching with Text search when using Any Words option would find no matches if any word had no matches * When a contract job was selected for a job search from service jobs would open two contract job screen. V6.708y 15/05/2008 - Fixes * User Defined Field Must Fill option was not working properly for text fields * "Bulk Add Parts" would crash with "No table is open in the current work area." error if load fails to open 'Group' table. * Job history would bring all jobs that have no siteid if the original job has no site id. Same for billcust and customerid. V6.708x 13/05/2008 - Fixes * Job status change for creating assignments with / without employee ID was not always being applied * Updating an Employee ID, Customer ID or Product ID to the same value it alread is was deleting the record. * Potential error when searching in Contract Jobs for an invoice number V6.708w 09/05/2008 - Fixes * Possible solution to a persistant error occuring when printing linked documents * Possible error after updating the employee ID in Employee Maintenance if the employee had a password * Changing the sort by to "Invoice #" when "contract jobs" or "both" selected for job type would crash the job centre. v6.708v 08/05/2008 - Fixes * Jobs could be completed via entering a date into "Completed Date" field for jobs with open purhcase order even though security setting was off for thjis option. V6.708u 6/05/2008 - Fixes * Double clicking on an appointement in the Visual Scheduler would pop the apppointment text over the top of the job card that was opened. * Prepaid Time Sheet reports were only displaying the first time sheet for each prepaid time * Modified the prodlocmerge function to cater for single ot double quote presence in the productid and stop possible syntax error due to this. * Job centre no longer comes to the front when it refreshes V6.708t 01/05/2008 - Fixes * Receiving a Purchase Order with Active Stock turned off will now update the Last cost in Product Maintenance * You could not set billing details on Help Desk job screen * Fixed a rare potential crash when saving job cards * Deleting an incomplete job linked to a schedule would roll back the next schedule date although the next schedule date was not rolled forward when the job was created. * Contract Job Summary Report (Double click on summary page grid) was not displaying any messages - Any customised versions of this report will still fail and will need to be recustomised V6.708s 21/04/2008 - Fixes * Deleting an ordered part for a job from the PO was causing "Alias name is already in use" error. V6.708r 17/04/2008 - Enhancements * Modified XML Processor to accept a job number. To make this work user must have ADD either at the top after segment. V6.708q 17/04/2008 - Fixes * Maintenance Job Report was giving an error * Maintenance Job Report was not correctly fitlering on Serial # and other Maintenance detail filters - It was filtering on the first maintenance detail, not any maintenance detail that matched the filter V6.708p 14 April 2008 - Enhancements * Receipting PO items now records Supplier Invoice # into the Product Movements tab - Fixes * Printing PO with a backslash character in the order number was causing an error when emailing a PO. V6.708o 11 April 2008 - Fixes * TSM.DLL now initialises the default directory to the startup directory V6.708n 09 April 2008 - Enhancements * Added new Default Invoice layout to Customer Maintenance - You can now choose a default invoice layout to use for each Billing Customer - If left out then the default invoice layout will be used. - Fixes * Potential loss of new jobs under very rare circumstances V6.708m 07 April 2008 - Fixes * Minor performance enhancements V6.708l 04 April 2008 - Fixes * Special characters in the PO order number such as '/', '&' etc were causing a crash when the PO was emailed with and attachment. - The special characters are now removed from the file name formed from order number. V6.708k 03 April 2008 - Fixes * Potential unsaved record issues adjusted. May also reduce the occurrence of Update Conflict Revert issues. V6.708j 02 April 2008 - Fixes * Security Setup was leaving the users Security status as the last security group selected rather than the users normal security status. * Fixed a bug in 'StockTake' where processing would not re-calculate the 'OnHand' for product table. This was due to code being moved to 'TSM_TABLEUPDATE' * Fixed a bug in creating an invoice in job cards. It would give an "Operator/operand type mismatch." error. V6.708i 31 March 2008 - Fixes * Previewing an Invoice to the Screen from a Job Card was putting the Preview behind the Job Card form. * Single Job Cards would not launch from the Action Menu if US English was selected * Fixed a bug in product import where it would clear out bin when on hand was replaced. * Fixed a bug in job card where it will complete the job even when you respond "Cancel" to "open purchase order" warning. V6.708h 28 March 2008 - Fixes * Fixed a bug introduced on the last update about the way product "Save" button worked. V6.708g 28 March 2008 - Fixes * Fixed a obscure bug that would cause "&" in the customer or product id to crash TSM when used in a search expression macro. - Enhancements * Opening Purchase Order module from the Orders button on a Job Card will now automatically link any Purchase Orders created to the Job card. - Page heading now displays the job number the Purchase Order is linked to V6.708f 27 March 2008 - Fixes * Creating a job from customer screen would duplicate the customer job note in service requested when there was blank space at the end of the customer job note. * Contract Job Stage Cost Centres could allow a double up of Variation Cost Centres V6.708e 26 March 2008 - Fixes * Printing a report with no matches to Printer was occasionally printing out a blank page V6.708d 20 March 2008 - Fixes * Adding a part to a job could rarely stop you by complaining that a stage is require. - This should only happen from Contract Jobs V6.708c1 17 March 2008 - Fixes * Fixed a bug in "Logged By" field on job card security setting. It would give a security warning when not set for the user whenever the user navigates through (no intention to edit). * Fixed a potential error updating Time Sheets if another user has edited the time sheet at the same time (very rare) - Enhancements * You are no longer able to select the Supervisor Group from the Security Settings screen. - Supervisor always had all options selected and there was no reason to have it here. V6.708b 14 March 2008 - Fixes * Fixed a bug in "Job Card Cost Detail" report where it would print 'commitments' regardless of whether they are received or not. V6.708a 13 March 2008 - Fixes * Fixed a serious bug caused by last versions 1 digit number V6.707w 12 March 2008 - Enhancements * Added support for Brisway map directory * Fixed a bug in Job card\Equipment tab where you couldn't enter a one digit value to "Location", "Model" etc. when it was the first field to be entered. V6.707v 11 March 2008 - Fixes * Time bill hours was recalculating Usual Hours each time a time entry was edited. This should only happen the first time. * Internal changes for Screen Refresh issues V6.707u 04 March 2008 * Password change for March 2008 * Purchase Order Commitments disabled if Active Stock Control disabled or Purchase Order item does not have a Product ID * Requisitions disabled if Active Stock Control disabled * Searching supplier by any means in "Update Product Price" would crash. * In some search situation product screen refresh was causing product onhand to reset to 0. V6.707t 29 February 2008 - Fixes * Setup/Invetory/Markup would not save cost/qty on the matrix. * Site address company name was not refreshing correctly under certain conditions * Fixed a potential bug in job card search. When a job card was searched by an index other then servcard on the job card screen and later a job was searched by forward backward could find no matches and still display the information from previous job. V6.707s 26 February 2008 - Fixes * TIMEREP would not autoclose when called from automated report scheduler and hence cause report scheduler to crash while closing. * 'Select Job Date' field in Job Centre would increment or decrement by two days instead of one. * Job Card screen caption was including the first job as well as the current job * Error message when using a user defined field in a report filter - Enhancements * Added a button to open the TSM program directory in the About TSM screen * Reorder report for Due Reorders now includes products with Zero Reorder point if the Reorder Quantity is not zero V6.707r 21 February 2008 - Fixes * Searching a POS job in service job screen by entering its job number would not open POS screen. * February password release. V6.707q 19 February 2008 - Fixes * Debtor reports sorted by Billing Customer were giving an error * Completing a job with assignments would complete the job but it would display it as if it is not completed yet. * Non stock control registered versions of TSM was giving 'insufficient stock' message. V6.707p 15 February 2008 - Fixes * Compulsory Alert Due option was not working * Reports printed from the Print button on Maintenance module will now sort in the same order that it does from the Reports module * Prepaid time report from the Maintenance Module was listing all prepaid time for all maintenance contracts with the selected Site ID, not just this contract. * Contract Jobs site address was not refreshing correctly * Site company name was not displaying correctly after adding a new job * You could not launch a Contract Job from a job card search screen and vice versa * Editing an assignment on an invoiced job where you do not have security to do so would still save the changes. - Enhancements * New Sybiz Vision interface option to choose whether TSM product prices should be updated from Sybiz * Editing a time entry on a job now leaves the time grid pointing to that time entry when you close the time editing screen. Previously, it would always return you to the first time entry. V6.707o 7 February 2008 - Fixes * Creating Scheduled Jobs now always default the Site ID to the schedule site even if the Job Setup option to default the Site to the Customer ID is set - This setup option was intended only for creating new jobs from the job menu and not for scheduled jobs. * Ordering Quoted Parts was not working if you only ordered part of the item quantity. It would not let you order the remainder - Part ordering now splits the item into to separate items. One ordered and one not ordered. * Ordering Quoted Parts and then receiving them was doubling up the alocated quantity * Some Product reports were not sorting correctly * Improved speed starting TSM with a large number of users * Fixed a potential problem where editing an onhand quantity in Product Locations tab and then cancelling the change might commit the change without creating an inventory transfers record V6.707n 30 January 2008 * Interim Release V6.707m 30 January 2008 - Fixes * Right click on Select Job Date would send the calendar to the background and lock the screen * Typing into the same date would cause an error V6.707l 25 January 2008 - Fixes * Maintenance Site Listing report in Old report system was printing equipment for all sites * Employee Module Update button was not updating all tables with the new Employee ID V6.707k 21 January 2008 - Fixes * Visual Scheduler was giving a syntax error under certain filter conditions. * Printing Maintenance Site listing now prints Product ID in alphabetical order * Maintenance Contract Cards option could include schedules outside of the selected date range if the Automatic Rollover option was enabled * Maintenance Contract Cards option was creating jobs for the original schedule date when the Automatic Rollover option was enabled V6.707j 18 January 2008 - Enhancements * Significant speed improvement opening and saving Job Cards under certain cirsumstances V6.707i 17 January 2008 - Fixes * Searching a job by using the search criteria at the right top corner of the screen would freeze the screen when no record was found. * Setting the Primary assignment from the Visual Scheduler was setting all assignments for the job as the Primary Assignment * Visual Scheduler was incorrectly setting filters when the Job Type or Location filter was set * Summarised Labour invoice was giving an error message V6.707h 14 January 2008 - Fixes * Maintenance Module Customer ID email button was not working properly * Contract Job invoices were distributing the wrong amounts to stages and were not including the description * Receiving purchase orders would put two records in to movement table. * In the product maintenance page, after "Transfer" or "Receive/Issue Now" buttons clicked the location grid would blank out. * End Of Day function was giving incorrect values if No lunch selected and there were no time sheets for the day. * End of Day function would incorrectly calculate the time after lunch under certain circumstances if there were time overlaps * Sybiz Accounting Post 1.2d would get stuck at the end of processing Cash Receipts. Updated to 1.2e V6.707g 10 January 2008 - Fixes * Error in job completion. Completion checks for requisitions but it does not check whether it is fulfilled or not. * Error reordering a specific Product ID from the Product Reorder screen * Reorder quantity was not calculating correctly on Product Reorder Screen V6.707f 08 January 2008 - Fixes * Job Centre was not qualifying the servcardid in the filter expression and hence crashing by "'Servcardid' is not unique". * 'End of Day' function would start the time sheet from '02:05' when there was no lunch break. V6.707e 07 January 2008 - Fixes * Print prewiev of invoice from job card was not audited. V6.707d 04 January 2008 - Fixes * Debtors report was showing paid invoices as not paid when there was a rounding amount. * Clicking the assign button in the job centre would give "'field' phrase is not found." error. V6.707c 31 December 2007 - Fixes * Clicking the "Assignment" button in "Job Centre" was giving "'field' phrase is not found." error message. V6.707b 20 December 2007 - Fixes * Entering a customerid when creating a new job wasn't putting the "Site Address" untill the "Save" button is clicked. * Modified adjust stock in order to allow auditing when using "Adjust" & "Receive/Issue" functions used. V6.707a 18 December 2007 - Fixes * Saving a job card no longer updates the Site Address details with the customer address details unless the Site ID has changed - Changing the Customer Site Address would retrospectively update old job site addresses if the old job was edited. * Editing a PO item cost when receiving the supplier invoice will now readjust the average cost of inventory with the adjusted cost and also update any linked job part cost with the new average cost. * Product Reorder was not including entries where the reorder point equalled the onhand quantity V6.706a 10 December 2007 * December Password change V6.705p 07 December 2007 - Fixes * POS invoices would not let to enter a completion date after it is saved. This would cause invoice to be created with a blank date. * Debtors report was giving an error as "Alias 'TOTALS' is not found." V6.705o 06 December 2007 - Fixes * PO Order Items were displaying the total onhand, onorder, reorder qty etc from the product but not from the location. * Parts used Reorder qty was displaying the wrong information. V6.705n 05 December 2007 - Enhancements * New Parts Used report filter for Supplier Invoice # AND Supplier Invoice Date - Fixes * Editing the Billing Customer on a Contract Job invoice was not saving the new Customer ID * Adjusted the Completed date function to correctly update the completed date before calling the Job Completed hook * Purchase Order report date filters were not working * The Parts Reorder screen was not correctly displaying all the correct parts to reorder * In Timesheets: Printing a report then clicking new and saving a timesheet would bring up message: "THISFORM can only be used within a method". V6.705m 04 December 2007 * Build due to instability by Value_Assign method. Removed all Value_Assign introduced on 6.705l V6.705l 03 December 2007 - Enhancements * Added Total Ex and Total inc tax amount to Invoice reports filters - Fixes * Editing a Taskbar expression item was not saving changes * Adding an item to a PO was not automatically setting the default receive method when a job number was entered. It was always defaulting to receive to inventory. * Job card cost details report had 2 problems: - It was not filtering out Quoted parts from the report - It was displaying all Order items rather than just the open ones and the commitments * Fixed a bug in product import where the stock adjustment wouldn't be done when multi location was turned off. V6.705k 28 Novemeber 2007 - Fixes * Fixed an error left outstanding related to the previous PO Receive fix. Receiving the PO would result in "Variable 'ONORDER' is not found." error. * Fixed an obscure error that could occur after running a UDF_XXX program that did not position on the correct table before exiting * Job notes were not being added into Job Cards correctly - Enhancements * The job center will reposition itself on the last selected job when it refreshes * Additional error messages added for Fast Text Search index corruption V6.705j 26 Novemeber 2007 - Fixes * Fixed a minor error left outstanding related to the previous PO Receive fix V6.705i 22 November 2007 - Fixes * Receiving items on a PO onto a job that went through inventory was putting an incorrect cost on the job when the costing method was Average Cost V6.705h 21 November 2007 -Enhancements * Modified the accout post to speed up customer, supplier and product compare and update procedure. * Modified QB post setup screen to include "Other Current Asset" and "Account Receivable" accounts together with "BANK" account in the list of available accounts to choose for "Cash/Bank Account" default. - Fixes * When a job is created by clicking "Add Job" button in "Contact Maintenance" screen it would not assign billing and site customers. V6.705g 19 November 2007 -Enhancements * Modified the import routine to include an option to by pass any record that doesn't exist in TSM. -Fixes * New backup option to backup TSM.EXE was giving a File In Use error V6.705f 16 November 2007 - Fixes * Schedule rollover was stuck when rolloing over from Make Card screen * User defined field screen will give a out of range size error when trying to save. * Display colours in Job Card search was not displaying colours * Adding a job from the Customer Maintenance Add Job button was not defaulting the Job Note to the job * Reorder parts screen was not displaying any parts to reorder * Adding parts via XML Processor will override the price and cost given in the XML by system defaults. -Enhancements * TSM.EXE is now stored in the CHKSTRU backup and renamed to TSM.BACKUP.EXE so that it is now easier to roll back to previous versions and it will no longer clobber the current TSM version V6.705e 14 November 2007 - Enhancements * Added ability to define additional report filters without having to customise TSM directly - Create a file REPFILT_tablename.PRG where 'tablename' is the name of the primary table. - This is a sample structure for the contents of this file LPARAMETERS oForm * The following 4 lines are required WITH oForm LOCAL i i = ALEN(.Fieldlist,1) DIMENSION .Fieldlist[99,.ColCount] *========================================== * Insert code here. Repeat as necessary i = i + 1 FOR j = 1 TO .ColCount .FieldList[i,j] = "" NEXT .FieldList[i,1] = "Job: "+LBL("Job Date") .FieldList[i,2] = "servcard.date" .FieldList[i,3] = "D" *============================================ * The following 2 lines are required DIMENSION .Fieldlist[i,.ColCount] ENDWITH * Added ICal support (Not working for Outlook 2003 Client) - Fixes * Job centre would display one line per contract job invoice regardless of invoice column displayed or not. * Job centre would give various errors when employee is selected or stage/variation is selected. V6.705d 12 November 2007 - Fixes * Adding a customer from the Supplier Search no defaults the Customer Type to Supplier. * Editing a job note now gives you Save / Cancel option * Job Card Search now remembers the Incomplete status from thelast search * Schedule Maintenance reports have been significantly sped up - A potential endless loop condition was removed V6.705c 09 November 2007 - Fixes * XML processor was failing to find default location when the first parts used had no parts at the location. * Creating AutoQuote jobs from maintenance wasn't assigning the right status code. * Creating a job by selecting an equipment from maintenance (via clicking the 'Maintenance' button) was duplicating or triplicating the customer job note in service requested. * When creating a new employee record and selecting a supervisor then clicink on the "Activity" tab and back to "Employee Details" tab was changing the employeeid to that of selected supervisor. - Enhancements * Possible speed improvements in Scheduled Maintenance reports V6.705b 09 November 2007 -Fixes * Rolling over a schedule when completing a job was causing an error * Minimum Customer ID field length was 20 even though you could select as low as 10 in the Setup. It can now be 10. V6.705a 05 November 2007 -Fixes * Deleting a job was not deleting any open timer records * Error opening Quick Schedules screen in Maintenance module * Various adjustments were made to the way Inventory transfers were updated - Quantities reflect their effect on inventoory - ie adding a part to a job now puts a movement quantity of -1 since the effect is to reduce stock by 1 - Deleting a part from a job now puts a transaction type of "Deleted" - Editing the on hand quantity in inventory maintenenace no longer gives multiple movement entries if the on hand field is selected multiple times * The job search by entering the job number was not bringing the contract job screen when a contract job # entered. V6.704i 02 November 2007 - Enhancements * Added Stages / Variation Order Number as Job Centre Columns and filter options * Added Job Due in Days report filter -Fixes * Site address suburb was not popping up the selection list when the suburb had more then one postcode. * Job Due in Minutes report filter was not working correctly * Changed the email content source in GETXML when sending the original email to error recipient. - In most cases the original email would have all the HTML code and made the email un-readable. V6.704h 30 October 2007 - Enhancements * Added Asset # to Contact History Equipment tab -Fixes * Contract Jobs Parts Used screen was not correctly displaying totals when toggling between actual and quoted parts * Invoice number was not appearing as a Job Centre column V6.704g 26 Oct 2007 - Fixes * Prepaid time incidents should not be able to be applied to time sheets like other prepaid time * Quick Schedules screen updated with all Schedule fields * Fixed a bug in Maintenance schedule reports where the rolling of some past schedule dates would result in a date outside the range. * Contract Job invoices were not allowing the correct amount if the stage / variation had a negative quoted amount V6.704f 22 Oct 2007 -Enhancements * New Setup - Invoices option to warn when invoicing a job that has received but uninvoiced order items * Sybiz interface now has separate buttons for posting cash receipts and debtor invoices -Fixes * Fixed the "Warranty Expiry Date" calculation on the maintenance items and auto populate the "Warranty Start" date when item install date is entered. - This calculation was based on schedule rollover function and hence will always calculate a date greated then present date. * Fixed the combobox class where it would fail with a "No Table selected" or "Not a valid Alias" error messages. * Timer button was failing with 'variable servcardid not found' due to alias not being 'servcard'. Fully qualified the expression to avoid the problem recurring. * Fixed a bug where the customer ID was shortening to 15 for MYOB users when the customer record was saved. - It was only changing the customer table and hence the rest of the tables would still have the old code. - Now, it will advice the customer to use "UPDATE" button so that the change will be done across all relevant TSM tables. V6.704e 16 Oct 2007 -Fixes * Contract Jobs Customer Reference field gave an error if edited * Contract Jobs Other field displayed options from Other and Other2 if it was a drop down list * Modified XML processor to include "Checklist" related tables to avoid "alias not found" error when "Check List" is enabled. * Fixed a bug in purge screen where it gives a "File in use" when trying to open cmatrix table twice. * Build Assembly report now included in the distribution * Occasional TSM crashout error when changing variation number on a variation * Changed the input mask for PO Freight from '999.99' to '9,999,999.99'. * Fixed "Job Filer" detail report. It was printing quoted parts as well. - Internal Changes * Modified GETNEXTSYS function to not do a BTABLEUPDATE - This was causing new records to save before running the external UDF_XXXXXXX function * Maintenance Schedules reports could miss a schedule if it was on the last day of the month and had a time - Workaround is to set date range to 1st day of next month - This has been fixed but will require you to delete the saved report filter if you are using one and recreate it V6.704d 10 Oct 2007 -Fixes * "Allocate" and "Order" quoted parts buttons were disabled when the "Active Stock Control" was turned off. * Modified the listbar to avoid "'oList' is not an object" error. V6.704c 08 Oct 2007 - Fixes * The 'From' email address on TSM emails was not always setting the correct email address accoring to Setup - Miscellaneous - Email Settings - Email From Address. * Adjust for Lunch time sheet function now correctly sets the billable hours to zero based on the Force Billable Hours option in the Lunch labour type * The Email function was using the POP Server instead of the SMTP server to send emails under certain situations * Error entering a Job Number on Requisitions screen * Removed 'Both' option from Requisitions screen V6.704b 05 Oct 2007 - Enhancements * Changed customer status colour for Overdue to Orangew - Yellow was too hard to read. * You can now use Fixed or Last cost method for stock items if active stock control is disabled - Before, you could only have fixed cost. - Fixes * Modified the XML strip to recognise empty tags and remove any ascii 0 character from any text as this character was not recognised by the strip and cause it to go into infinite loop. * Fixed a minor bug with changes to Nett Retention invoices in 6.704a * Requisitions were not correctly displaying available stock * Lunch hours now have no overhead or allowance amount * Job search now will recognise the "incomplete" selection on the job card. V6.704a 03 Oct 2007 - Enhancements * Contract Job Invoices now show a nett amount after subtracting Retention amount - New Setup - Contract Jobs option to apply full amount of invoice to stages / variations or Nett abount after deducting Retention. - More informative messages are now shown displaying the amount the invoice details must add up to - Creating a Retention invoice now automatically disburses the payments to the same stages / variations as the invoice the retention originated from if the new Contract Job option to apply Nett amount is selected * You can now apply all variation invoice amounts to their parent stage rather than being forced to disburse a contract job invoice to all stages and variations - This allows you to more quickly apply payments to stages, including all variation payments under the stage * Modified QuickBooks post to include "Cash Synchronisation". - With this modification actpost will bring in any payment done in QB for an invoice posted from TSM to QB. - Regardless of number of payments done in QB, actpost will bring in the total amount as one payment for the difference between QB and TSM balance for that invoice. - Fixes * Fixed a bug in Job History where it would not close the search and go to the job selected in the first click of the "Select" button. * Timesheet report doesn't filter for "Billable"/"Non-Billable" correctly. * When creating a new schedule, right mouse clicking on schedule type to bring up System Code Maintenance was replacing all newly entered values with the first schedule record. * Fixed a bug in "Parts Used" quantity check. - When "Allow negative stock" was OFF & "Requisitions" was ON - if you tried to apply a qty of a product to a job that was greater than available and decline to requisition it, it would allow the stock level to go negative. V6.703i 28 Sep 2007 - Enhancements * Modified the assignment of cost centre to parts used and parts ordered. It will take the costcentre in the order and existence as follows, product.costcentre, billcust.costcentre, customer.costcentre and finally system default costcentre. - Fixes * Under some circumstances, report filters based on Empty or Not Empty dates would not return the correct values * Adding parts to Purchase Orders under some circumstances could put the wrong cost center on the part * Searching Billing customer by clicking company or phone search button in contract jobs would result with "Property UPDBILLCUST is not found" error. * Searching for a ProductID when adding a part to a job or PO would not recognise some of the options on the search screen until they were clicked off and on V6.703h 26 Sep 2007 - Enhancements * More changes to QB Post to improve the processing speed. -Fixes * Sending PO email from print screen was getting the email address of the first PO record instead of the email address of the supplier on the PO. V6.703g 24 Sep 2007 - Enhancements * Add new functionality to XML Processing. - Add a new ccEmail field to email job confirmation to a second email address alongside the customer requesting the job. - Add ability to attach equipment to the job created. - Fixes * Problems with Job Center displaying Stages / Variations where Job filter expressions would not be recognised - Stages / Variation filters now combined into 1 filter rather than both stages and variations separate. - If you create a filter on a Stage/Variation, it will automatically add 2 filters, one for stages and one for variations. - Some exisiting filters on stages / variations may cause errors. You must ignore the errors 5-10 times and then delete or recreate the filter. * Fixed a bug in contract job where invoice date was giving a type mismatch error due to not being initialised to a blank date. V6.703f 21 Sep 2007 -Fixes * Changing the Tax Code on Codes Setup for Labour Type would not activate the Save/Cancel buttons. * The Tax code drop down list box was displaying the internal codes instead of actual code value. * Fixed a bug in QB Post where a condition to bypass dummy TSM items was causing the new items insert to fail and hence fail the supplier or sales invoice transactions. * Speed improvements when printing invoices wherer thereis a large number of time sheets in TSM. - This will not speed up customised invoices, they will need to be re-customised or see TSM support for instructions on incorporating the speed improvement into an existing customised invoices. V6.703e 18 Sep 2007 - Enhancements * Assemblies now give you a list of insufficient stock at the completion of the quantity check. - You can then choose to print out an assembly inventory shortfall report - Fixes * Fixed a bug in Servcard screen where it comes up with a "Target table is already engaged in a relation". * Build Assemblies was incorrectly deductin on order quantity from onhand quantity to calculate available quantity * Contract Job "Contract Job Detailed Job Card (All Stages & Variations)" report wouldn't print the stage values for consequtive identical values. * You can now add assignments to invoiced jobs if security disallows you from editing financial information on invoiced jobs since no financial information is involved * Fixed a bug in servcard reports. Ticking the "Billable" box on the report screen would report the un-billable instead. The same option from the list wopuld work OK. V6.703d 17 Sep 2007 -Enhancements * TSM.EXE is now stored in the CHKSTRU backup so that it is now easier to roll back to previous versions - Fixes * Bank Deposit slip report would give an error if a receipt date was entered into the report filter * L&H import was ignoring company specific discounts if the Product ID was not 30 characters exactly V6.703c 13 Sep 2007 - Fixes * Fixed a screen glitch in the Maintenance button on Job Cards when there were no matching equipment records. - It was displaying customer details from the wrong customer * Fixed a bug in contract job where the invoice.held value was not showing correctly on the screen when invoice was edited. * Fixed a bug in "Contract Job Detailed Job Card (All Stages & Variations)" report where the stage totals wouldn't print correctly. V6.703b 06 Sep 2007 - Fixes * Changed the query to QB Post to only bring in the product/customer bound to the transaction instead of bringing in all when the product/customer doesn't have an existing link to QB. This will also ignore active status to avoid error when an inactive item appears as not found and attemt to insert it to QB. V6.703a 05 Sep 2007 - Fixes * Fixed the options for "Price Break" to include "Price" the same way as the product maintenance screen does. * Fixed a bug in XML processing where "Copy To" folder for attachments was wrongly build. * Fixed an issue preventing TSM Remote from working * Editing a time entry could sometimes reverse the amount already applied * Finish time in assignments would drop by a minute in situation where the duration has more then three decimal places (Ex. 3.8333333) - Enhancements * Modified strip xml function to strip tabs, linefeed and carriage returns from the beginning and end of the text within the tags V6.702j 01 Sep 2007 - Fixes * Additional Single Location stock control issues - TSM was not promoting you to create a requisition when single stock inventory was enabled under certain circumstances - Reorder module was not correctly showing the required amounts V6.702i 29 August 2007 - Fixes * Fixed Report scheduler problem. It was not printing "EQUIPMENT" reports. * Fixed a problem in ABM post. It was crashing when ABMTRANSENG would not return a value. * There were a number of issues when TSM was put into Single Location stock control - Error when requisitioning stock - Requisitions screen was not correctly adjusting column widths - Potential error when receiving stock with the Receive / Issue option - Error when going into the Requisitions screen * Changing the sort order on a job in the top right hand corner was not resetting the sort order until you entered a value into the sort filter field (top right corner below the job number) * Scripts keyboard option no longer puts the script into the clipboard * Fixed a bug in job cards where 'Changes to invoiced jobs will not be posted to ledgers' message would pop up a few times. * Searching for equipment in Maintenance module now correctly highlights the searched for equipment rather than the first one on the site V6.702h 24 August 2007 - Fixes * Requisition columns no longer appear in Product Location grid when Requisitions are turned off in TSM Setup * Unreproducible error which occured only once when the save button is pressed in User Defined Fields Setup * Servcard phone fields were increased from 15 to 21 to comply with the rest of the tables. V6.702g 17 August 2007 -Fixes * Modified the contract job print method to make it possible to print custom report with old report system. V6.702f 15 August 2007 - Enhancements * Customer screen Supplier Invoice history now sorted by invoice number * Sybiz interface now creats an autit trail of all Autoload posts into a table called TSM_Autoload * Job Card search screen now remembers various selected options * Added invoice date to Job Centre Job Card filters * Added a setup option to define a default directory for linked documents. -Fixes * Fixed a bug in XML processor where it would copy the audit trail into notes. * Fixed a bug in servcard where employeeid change would cause a "CHKSTATE" error. * Reversed the MYOB max customer id as some users are not happy about the truncation. Put a warning messages instead any time 15 is exceeded. * Cost price now correctly displaying in movememnts tab of Product maintenance V6.702e 10 August 2007 * Fixed a bug in time sheets where it would occationally give a warning message about "invoiced jobs would not be updated" when entering the form with "New" button clicked. * Fixed a screen display problem when resizing the Assignment screen * Fixed a refresh bug in "Maintenance Screen" next and last schedule date. When the job was completed and next/last schedule date changed in "rollover" screen it wouldn't refresh the maintenance screen if it was already open. * Fixed bug in contract job screen where after maximizing clicking any navigation button would reset it to original size. * Fixed a bug in Maintenance/Schedule screen where clicking the "Create Schedule for Equipment" button would give an error as "THISFORM.MsgBox is not found". * Restrict the MYOB customerid to 15 as MYOB Post is experiencing difficulties due to MYOB accepting a maximum of 15. V6.702d 06 August 2007 * Fixed the payment transaction in QB actpost to include bank account in the post. * Maintenance Equipment was not displaying properly if more than one site on a contract and not viewing the first site * New Invoice Report sortorder by Department added * Fixed up a screen display problem with Product Movements tab * Maintenance Schedules date would reset ifusing the popup calendar * Added Cost price to Product Search screen display V6.702c 03 August 2007 - Enhancements * Includes new L&H price file FTP access details * New Reorder button in Assemblies to reorder any parts that have insufficient stock to build the assembly -Fixes * Fixed a bug in parts used. It would fail with a "type mismatch" error when a quoted parts is entered. * Fixed a bug in Global.TSM_SetOrder for TSM.DLL. V6.702b 01 August 2007 -Fixes * Modified setup for 'Customer ID Length' to lock at corresponding accounting package ID length when an accounting application is set. * Cost price was incorrectly being displayed in Product movement history * Fixed a potential problem where hours worked / billed would not be set sometimes when creating time sheets from assignments V6.702a 31 July 2007 - Enhancements * Deleting an assignment is now audit trailed -Fixes * Product movements tab wouldn't resize properly. * Deleting an assignment from the Assignment Maintenance screen would somethimes not delete the assignment * Fixed a potential display issue with parts / labour on job cards V6.701f 25 July 2007 -Fixes * Customer search would crash with type mismatch in entry to the screen when the last "Search By" was anything other then character. * All job card and invoice reports now print time sheets in date order - This only applies to TSM original reports. Customsied reports will still print in entry order. Contact TSM support if you want your customised rpeorts to be upgraded to sort in time order. V6.701e 20 July 2007 - Enhancements * Pressing enter on the quantity in the stock take takes you down to the next row quantity field - Data entry is faster * Time sheet reports for Prepaid Time now allow you to select Prepaid time or not prepaid time -Fixes * Help desk work performed/job note expand / contract buttons were not correctly displaying if the form was resized, minimised or another tab was selected. * The option to add equipment automatically from site equipment was taking equipment from all sites where the CustomerID is the Maintenance Contract Customer, not just the Site ID. This meant that equipment from other sites were being added. * Sybiz pot was not correctly posting cash receipts to invoices when they were both in the same batch V6.701d 18 July 2007 - Enhancements * Added new option to fix decimal places for financial fields to 2 decimal places. - Restricting decimals to 2 places can resolve cent GST rounding in some accounting packages. However, this can cause problems if you use Inc tax prices. -Fixes * Deleting an order item from order screen was causing a "Sevedtl not found" error. * The "Supplier" list box in 'Re-Order' screen was crassing when refreshed. * Put a work around to stop timer for an ambiguous error happening on Windows Vista on some customers' site when entering a cash receipts. * Fixed a filter macro in "Task" screen. * Fixed a bug in "Re-Order" screen when entering from "Product" screen. V6.701c 16 July 2007 -Fixes * Job Card data could sometimes be lost if a user updates a job record that another user is looking at but does not change * Adjusting stock from one location to another with Fixed Costing method was incorrectly calculating the average cost price V6.701b 11 July 2007 - Enhancements * Added a 'Include expired items' checkbox on product searches - Allows you to include or exclude expired items from the search * You can now select any labour type to apply to Pre Paid time - Fixes * Fixed a screen glitch on site note. When a job added from customer screen, with a "cust note", and saved, site note will be red but would have no text. * Fixed an error that might occur when replicating job cards * Consuming prepaid labour by value now correctly dedducts time used (ie $1000 worth of prepaid time) * Adding a Cash Receipt to a customer with a default payment type was not correctly refreshing the cash receipt screen with the fields for that payment type * Menu option on Job Card time sheets to show all time comments was repeating the current time sheet comment once for each time sheet * Added keyboard shortcut to Invoice button on bottom of Purchase ORders ITem tab * Error message while adding parts to a job under rare circumstances because prodser.dbf table did not exist * Error message when looking at Contract Job Stages PArts used tab when there were no stages * Maintenance Schedule summary and Maintenance Prepaid reports were not filtering correctly sometimes. V6.701a 02 July 2007 - Enhancements * Modified re-order screen to 1. allow filtering based on "Supplier Type", 2. search a product with the filtered result in the grid displayed. - Fixes * Product screen was not refreshing correctly after saving changes. * Price breaks were not correctly calculating when you first added a part to a job * Changing Site Suburb / Postcode on Contract jobs was causing an error * Under some circumstances, Scheduled Maintenance equipment items would not display properly on the Schedule Maintenance screen V6.701 26 June 2007 1st Release of TSM 6.7 V6.70012 - Enhancements * Removed the Update Code option from the General Setup page as it is no longer required * Added "sales Analysis" field to the schedule so that it can be copied over to the jobs created. * Added Quoted parts / labour to Job Card replication screen * Added Maintenance Expiry date to Help Desk main screen * Added Job Customer ID to Batch Time entry screen * Update Product Prices has been moved from Product Maintenance to the Product Menu - New security option to update price list - Updating the price list is now audit trailed * Changed Scripts hot key from ALT-F5 to ALT-F7 since ALT-F5 conflicts with some HP/Compaq Notebooks * New Job Card Setup Option to include customers / billing ID and Site in Job Card History * Purchase Orders now warn you if a supplier is inactive / on Hold * Modified XML processor to add the work performed if used instead of * Adding equipment from a schedule will now use the maintenance equipment details as the product description if the product does not exist in Product Maintenance * Stock take module now displays Bin number if multi-location is enabled - Able to sort by Productid, Location or Bin. * Employee ABN number increased from 11 characters to 20 characters - Fixes * Modified audit trail to put the calling program list when a job is added or saved. This will require a text file named TSMCALLLIST.TXT to be present in TSM directory. * Searching maintenance contract would occasionally cause an error as mismatch data type. * Backup/Restore was giving an error for "TSM" as not being an object when running from command line. * Some performance improvements opening forms * Fixed a bug in pre paid time selection list filter. It will only show incidents if initiated from job card and show other Pre Paid times if initiated from time sheet screen. * Maintenance Transfers button was not correctly copying over the linked schedules * There was a problem where the rounding amount was not being applied to locked invoices * Deleting invoice would not clear the link in payment record to that invoice. * The job card reports were crashing when any maintenance contract filter is selected. * Job History filter was bringing all the CustomerID's that starts with the customer id of the job. Ex "TEST" would bring all the CustomerID’s "TESTxxxxx". * Search was not filtering properly when there was no selection. Also customer search for "Suburb" would filter for CustomerID as well as suburb. * When adding equipment to a job which was already linked to a maintenance schedule and then clicking the add to maintenance contract button, a new contract was created. * An error occurred in the Reorder Parts module when pressing the reorder button and there were no parts to reorder * Fixed a bug in "Replicate" where it would crash due to bittest/bitset going beyond 32. * Disabled "Sales Person" checking in Contract Jobs. When compulsory "Sales Person" option is ticked Contract Job would complain about this field not being entered but it doesn't have it on the screen either. * Adding a new item to a maintenance site was not showing the item if selected from the search button * TSM.DLL was not correctly initialising all public variables and was thus generating errors sometimes * Fixed an error when using the Utilities - Email * Fixed an error in XML Processor that was overriding the site customer supplied with the sitecust in the customer record. * Fixed a screen glitch on site note. When a job added from customer screen, with a "cust note", and saved, site note will be red but would have no text. V6.70011 - Enhancements * Deleting A Purchase Order is now audit trailed * Performance improvements opening Job Cards * TSM now has an option to log out after a certain amount of idle time - New Setup - General option to set system wide idle timeout in minutes (zero to disable) - New Employee idle timeout option to set individual employee timeouts - zero to use system default, -1 to disable for this employee * Starting the Job Timer is now Audit Trailed * TSM Email Client no defaults search for email addresses to the job customer contacts rather than the first customer in the database * Terminating an employee now gives you the opportunity to reassign that employee ID for any customers that has them as their default technician * Label printing option in Product Maintenance is now a Combo Box * Locations and adjustment tabs have been removed from Product Maintenance when Multi-Location stock control is disabled. - Previously it was just disabled * Locations 2 Tab has been permanently removed from Product Maintenance and replaced with new buttons at the bottom of the Locations tab -Fixes * Swap with primary button in contacts screen was deleting the contact rather than swapping it * You can no longer apply a contract job invoice payment to a stage or variation exceeding the stage / variation price * Report scheduler no longer pops up a message if no matching records are found * Fixed a bug in MakeCard where an empty "Pertype" on Auto Rollover option would cause an infinite loop. * Fixed a bug in Job Centre where changing the "Status" while displaying contract jobs would crash. V6.70010 RC1 - Enhancements * You can now have multiple timers per job per employee - i.e. more than one person can be working a job with a timer - Stopping the timer now adds a timer entry for the logged in user rather than the employee on the job - New Setup JobCard option to select timer actions - Allow multiple timers, warn when multiple timers, allow only 1 timer at a time V6.70005 - Enhancements * Added Job Type to time sheets reports filters Prepaid time to Customer History * New option on full job cards and help desk to display current or all time sheet comments on screen * Emailing assignments now includes the same text as the Visual Scheduler tool tip for an assignment * Contract job reports can now select the Invoiced checkbox to print all contract jobs that do not have any invoices raised against them * Update Totals now asks for confirmation to run * Actual time display on jobs now goes red if greater than 100% (actual vs estimate) * Added inventory transfer audit trail to products when receiving PO items directly to jobs and bypassing inventory * Help Desk Job Details page now has expand buttons for service requested, work performed and Job Notes that make the fields larger within the form rather than popping up a separate window. * New Change Password option on the Login screen * Added a new option to Login screen to allow a user to change their password - Supervisors must now enter their password into the password change screen to change another users password V6.70004L - Enhancements * Added Prepaid time to Customer History * Added Email button to Assignments screen * Added Industry to Customer screen * Added Default Assignment Type to Setup - Miscellaneous * Changing employee ID on job linked assignments now logs old / new employee in Job Card audit trail * Job Card History button now shows jobs for customers, billing ID and Site * More fixes for maintenance reports V6.70004k - Enhancements * Audit Trail now logs users login information plus some additional windows information V6.70004j - Enhancements * Added Order number to Help Desk screen - Removed Source due to space restrictions * Postcode Maintenance now includes Country code. - You can no view postcodes for your region or all regions - Displays more postcodes in grid - Fixes * Minor Maintenance module fixes while adding/editing/deleting equipment V6.70004i - Enhancements * Added Job # to Product Reorder screen so that you can reorder for a job or filter requisitions to a particular job # * Further performance enhancements in Maintenance Module * New Setup General Options - Disable ability to disable resizing a form - Stop TSM from loading customised field labels - Both of the above can have a significant impact on the time taken to load a form on slow computers or over slow network connections * Added Invoice date to Help desk screen so that you can tell if the job has been invoiced - Fixes * You can no longer add an assignment to a job that is on hold * Creating requisitions from quoted parts now correctly marks quoted part as requested so that it can not be converted to an actual part V6.70004h - Enhancements * Significant performance improvements navigating in Maintenance Contracts with very large numbers of equipment records (> 10,000) * Significant performance improvements navigating in Job Cards with very large equipment lists * Requisition can now be ordered via the Product Reorder module - Reordered requisitions are automatically converted into commitments V6.70004f - Enhancements * Emailing the PO is now audit trailed. (Both from email button on the PO screen and on the print screen) * Emailing service invoices is now added to job audit trail. * Added a security option to restrict deletion of Contract Jobs Stages and Cost Centres. * Product Schedule Rates screen now includes the schedule name that can be preset * Exploding BOM / Kit items now copy the reference number to each exploded item * Added a setup option to make "Alert Due Date" compulsory. - Fixes V6.70004e - Enhancements * Added a Print button to linked documents - This will use the native application of the document to print it out. * Requisitions can now be disabled by a new Inventory Setup option * New setup Customer option to disable TAPI Dialling buttons * Suburb field is now forced upper case * Emailing the PO is now audit trailed. (Both from email button on the PO screen and on the print screen) * Emailing service invoices is now added to job audit trail. * Added a security option to restrict deletion of Contract Jobs Stages and Cost Centres. * Product Schedule Rates screen now includes the schedule name that can be preset - Fixes * When creating scheduled jobs with the Auto Quote option selected in the schedule, any parts added to the job will now be quoted parts rather than actual parts * Setup - Jobs - Compulsory Job Type was not saving * Contract Jobs now correctly validating Setup options: Compulsory Job Name, Sales person and job type V6.70004d - Enhancements * Added new option to Schedule Equipment to elect how it is added to the generated job card - Equipment - add as a piece of equipment as it did before - Part Sell Price - add as a part and use the cost and sell price from the parts database - Parts Equipment Rate - add as a part and use the cost from the parts database and the equipment rate as the sell price * Parts Used module can now be filtered by Job Number * Added Sales Person lookup to Debtors Reports filters * Added Other 3 and Other 4 to Maintenance Site screen - Other 3 and Other 4 can now be selected for some Maintenance Report filters * Selecting report button from Parts Used screen now automatically selects the Product Reports Parts Used option V6.70004c - Enhancements * Product module now uses the default tax rate if no tax rate specified * New Maintenance Pre-Paid time reports - Able to print all Prepaid times, available, expired and reorder due - Continue to use Time Sheet prepaid time reports for transaction based reporting * User defined field that were pull down lists were not automatically adding values into the list that did not already exit. Thus the field appeared blank. * Contract Job Screens now include additional information to make them more compatible with regular job cards * Added CSV file with a header to "Print to File" option. * Added an option for compulsory "Job Name" V6.70004b - Enhancements * Internal V6.70004a - Enhancements * New Setup - Maintenance option to set the number of days forward the Schedule Processor will look in the Cards Option * You can now automatically schedule the creation of Schedules - New Startup Option "MAKECARD" - Starting with this option will automatically open the Maintenance Cards option, select all displayed schedules and process them. * Added Service Code to Job Card quick search screen * Reports generated from the Reports module now use the new TSM Report Previewer * Changing a Maintenance Item Quantity was not immediately updating the Schedule Item Quantity to match * Added Auto Quote option to Maintenance Schedules - Will create a quote rather than a regular job card * The TSM Email Client will now handle multiple email addresses separated by commas or semi colons. This was already working if using the GoldMine or Outlook email client * Added Mobile phone to Contacts search screen * The Product Adjustment screen now remembers the From / To inventory locations when moving between products. This makes it easier to move many products from the store into a van * Added a new option to Schedules Product List to only show linked products - This makes it much easier to find which items are linked to a schedule, especially if there are many items on a site V6.70003c Alpha - Enhancements * Internal V6.70003b Alpha - Enhancements * Added default "Location" combo box for multi-location. * Added Manufacturer to Maintenance Equipment V6.70003a Alpha - Enhancements * Added a bank deposit slip to "Cash Receipt" reports. V6.70002b Alpha - Enhancements * Added Amount Tendered and Change Due to Cash Receipts screen - Makes it easier for POS invoices to calculate the change due * Added auto calculate receipt total to automatically calculate the receipts total from the sum of the payments applied - auto calculate and allow overpayment options values are now remembered from one session to another * Added a new feature to link schedule types matrix to equipments in product maintenance and button to create and link schedules to each equipment on the site based on this matrix. - This will allow user to pre define schedule types and rates for each equipment. When these equipments added to any site and the button to link the schedules clicked it will create a schedule or link to existing one for each schedule type for that equipment. It will do this for all equipments on that site without duplicating the same schedules. V6.70002a Alpha - Enhancements * Added dimensions to parts used screen - Added length and width to parts used screen - Added Unit of Measure to parts used screen - Added Dimensions multiplier to Unit of Measure codes maintenance screen - Dimensions multiplier will multiply the length by width to calculate the quantity - eg - if length and width are in millimetres and the quantity is in metres, enter 0.000001 as the multiplier (i.e. 1000mm x 1500mm = 1.5 metres) - Added Job Card setup option to enabled dimensions on parts used V6.70001a Alpha - 17 July 2006 - Enhancements * Added an expression option to the TSM Task Bar - This enables you to run a TSM expression or user defined function from the TSM Task Bar * Added Visible expression to User Defined Fields - Allows an expression to be evaluated to determine whether the user defined field is displayed. * Added a 3rd option to Product Price Breaks - You can now set a specific price for a price break. - For example, the normal price is varies from $40 - $50 depending on your price level but if you order over 10, your price will be $35, regardless of your price level. * Added Quoted part filter to Parts Used filters - You can now choose from Exclude Quoted Parts, Quoted parts only or either * You can now select a Billing Customer for Contract Job Invoices - It will default to the Job card billing Customer && TSM6.6 Changes && ~~~~~~~~~~~~~~ V6.60156k 01 May 2007 - Fixes * Searching a job by invoice number on the quick search was causing an error when Servcard table order was anything other than Servcardid. V6.60156k 27 April 2007 - Enhancements * Added a popup message if the 'Record in use by another user' error occurs, giving the user the opportunity to retry - If you do not retry, then the changes are discarded and an appropriate warning is displayed - Fixes * Screens now correctly position themselves if screen resizing is disabled * Restoring a Saved Maintenance Report with Current Customer option was causing an error V6.60156j 24 April 2007 - Fixes * Customer search no longer searches as soon as you open it (consistent with other search screens) * Fixed a bug in TSM.DLL. Call to Global.TSM_Labtype_Valid was causing an error as there were no objects when called from third party applications. - Enhancements * Search screens will now search all records if select is pressed with no value in the search field - This is identical to entering "*" into the search field value * Added job # to Job Card audit trail on job card * Added a new option to Setup - General to disable screen resizing - Should speed up the time required to open some screens V6.60156i 17 April 2007 * Adding job notes was not correctly allowing you to save a job if you did not have security to edit assignments * Adding jobs is now Audit Trailed V6.60156h 10 April 2007 * Added some internal data clean up code to Update Totals to catch invalid Schedule item links. - Do an update totals if equipment appear on the Schedule equipment report that should not be there or appears doubled up. * Job History screen now displays records without having to click in the grid V6.60156g 30 March 2007 * Fixed a bug in MakeCards where it determines the default location for parts added. * Changing the Customer type between customer and Supplier is now Audit Trailed V6.60156f 28 March 2007 * Entering work performed or job notes on the Help Desk was not correctly date/time/user stamping * You can no longer complete a job without a Billing ID if the compulsory Billing ID option is selected and the job is billable * Job overlap warning was not working correctly V6.60156e 26 March 2007 * Fixed an error when displaying Visual Scheduler or sending SMS messages or sending Email messages V6.60156d 21 March 2007 * Sell price ex tax was incorrectly adding in the cost tax - This could lead to some prices being higher than they should and upgrading to this version could reduce the sell price if the Product is edited. - The Update Totals function which also recalculates the sell price was working correctly - Minor speed improvements when large Asset lists are found. TSM 6.7 includes some major speed improvements in this area * Fixed a bug in job card estimated end date calculation. * Fixed employee "Activity" and "Training" reports for both summary and detail. * Fixed a bug in user defined fields definitions. It was crashing when refreshing a numeric user defined field that was set to be a look up field. V6.60156c 14 March 2007 * Fixed a bug in printing custom reports where the print selection option will close with no reports or message. * Fixed a bug in time sheet filters where after selecting "Approved" or "Unapproved" and clicking "edit" will result with an "Data type mismatch" error. V6.60156b 07 March 2007 * March release of TSM 6.6 updates. V6.60156a 27 February 2007 * Fixed the label printing report when receiving the Purchase orders. * Fixed a bug in Purchase Order screen where the "SiteID" and the search button next to it were not disabling when there was a job number entered. * Fixed a bug in Job Centre report where it was printing the job status instead of payment type. * Fixed a bug in "Lock Invoice Date" function. It would not check this date when invoice is first created and the option to use job completion date as invoice date combined with a job completion date less then lock date. V6.60155o 23 February 2007 * Added a setup options for Purchase order costing method for non-stock items ordered. Change the costing calculation to use this new setup option. * Fixed a bug where the label printing for serviced equipment used to print the first record in the sevitems table as many times as the total number of records therein. It now prints the label for the item selected. V6.60155n 21 February 2007 * The default location for parts added to jobs could sometimes not default to the job default location * Fixed a bug in servcard report. When job card type is not "Servcard" it will complaint about data type mismatch for "Contract Type" selection. * Modified a warning message for minimum markup to display 2 digits. It used to round the values at display and confuse the user. Ex. if effective markup is 29.98% and minimum markup is 30.00% it would display the warning message as "30% markup is below minimum markup of 30%" * Fixed a bug in dataenvironment of "Job Count" reports. V6.60155m 12 February 2007 * Fixed a bug in Maintenance job summary report and moved it to job card reports. * Modified the ACTPOST to automatically start run the queue and close by adding a second parameter as "AUTO" after "ACTPOST" which starts TSM in Actpost mode. * Fixed a bug in contract jobs/stage detail/assignments pages where it would complain that formtype is not defined. * Fixed a bug in ActPost ABM link where in exit it would fail to open accqueue & acclog exclusively. * Allocating an employee from the Job Centre was not updating the linked assignment if an error occurred when saving the job card (such as compulsory job name etc). - Employee assignment will no longer be allowed * Adding Time Sheets for assignments linked to invoiced contract jobs no longer give you a warning that the job has been invoiced V6.60155l 08 February 2007 * Fixed a bug in Maintenance reports that was crashing on selecting User Defined Fields for filtering * Fixed an error in the Maintenance Site Equipment reports that was not filtering the results correctly V6.60155k 02 February 2007 * Modified the error stack to print line number for each calling program in order improve error debugging. V6.60155j 31 January 2007 * Fixed a problem in "Contract Jobs" where creating multiple invoices only adds the duplicates of the first invoice to the archive not the invoice created. * Fixed a bug in time entry screen where there is no job cards it still pops up "This invoice is posted" message. V6.60155i 24 January 2007 * Fixed a problem where receiving a non-stock item on a job was using the Stock item cost method rather than the non-stock item cost method resulting in the cost being sometimes set to zero V6.60155h 17 January 2007 * Fixed a bug in Build Assembly. It wasn't adjusting the stock levels of parts put on the assembly. * Fixed a bug in TSM where after backup/restore it will fail to open any form. V6.60155g 10 January 2007 * Fixed a bug in time sheet where it would fail with "Property TSM_SEEK not found" error when entering a job number while adding a time sheet record. * Fixed a bug in servcard where occasionally it will complain that target table is already engaged in a relationship. * Fixed a bug in Reece import routine where it was complaining about the alias "PROCESS" not found. * Fixed a bug in Pre-Paid time report. It would print only one time entry per pre-paid time rather then all available time. V6.60155f 05 January 2007 * Added a setup option to disable the "Employee Group" dropdown box. * Fixed a bug in service jobs when auto creating a job for a maintenance equipment. It would assign the site phone to mobile phone of the job instead of work phone field. * Fixed a bug in service job screens where billing customer phone was displaying the home phone regardless. * Fixed a bug in customer search based on "Address" field containing an address text exceeding 254 characters. * Fixed a bug in JobCenter filter options. There was only "Other" field for selection and the dropdown values was including both "Other" and "Other2". V6.60155e 02 January 2007 * Backup was not including SYSVAR.DBF * Fixed User Defined Fields potentially incorrectly displaying the last field in a column. * Fixed a potential error in Batch Time Sheets * Fixed a bug in Aus QB link for supplier invoices with Freight and tax on Freight. V6.60155d 27 December 2006 * Modified the code for calculating the estimated job end date so that it will calculate this value whenever jobdate + start time + duration exist and any one of these change. * The calculation from Inc Tax back to Ex Tax sell price in Product Maintenance was displaying 9 decimals before saving. * Importing parts to inventory locations (multi-location inventory enables) with a cost price was not updating the Average Cost in the inventory location * Printing the Contract Job Cost Summary report using the Old reports system was not displaying any matching records * Fixed a possible problem where moving next / previous through a job could sometimes move you in non-job number sequence * Job Card Time Sheet display comments box now shows both regular and Internal time sheet comments * Job Card Cost Details reports were printing commitments even if they were received V6.60155c 20 December 2006 * Fixed an error occurring when backing up TSM and other users are in the system * Added in a Products Module Product Search by Alternate Part Number when the Alternate Part tab is selected * Added Supplier Part # to Product Search and Product Report selection screens * Minor fix for Microsoft Fax * Fixed a potential problem with SYSVAR when dealing with deleted records * Fixed a bug in receiving purchase orders for jobs. It was adjusting the stock correctly however it wasn't adding a record to movement history of the product for adding the product to the job. V6.60155b 18 December 2006 * Internal build for debugging purpose. V6.60155a 15 December 2006 * Fixed a bug in "time" comments on "Job Details" tab. When it is ticked it would change all time entries to the same as the first row. * Fixed a potential error message when creating invoice numbers * Fixed a bug in "Save" button of Maintenance screen. * Fixed a bug in "TIME" module where after ticking "Do Not Print On Invoice" and then clicking the "Now" button for finis time would untick the "Do Not Print On Invoice" option. * Fixed a potential locking problem if Manual Invoices are enabled V6.60155 13 December 2006 * Changes made to L&H Import program to remove old Category file - The PSPG file is now used to select categories. You will need to reset the categories the first time you run the new program - Because the PSPG file is now used exclusively, you now have the choice to write the PSPG code into the Product Type or Sub Type but not both * Fixed a bug in timebatch where occasionally the blanks at the end of start and finish time would not replace with zeros. * Fixed numerous printing problems in the Maintenance Contract module Print button * Fixed a search bug in contract job search. It would not filter at the initial entry to search screen. * Fixed a search bug in product search. It would not filter at the initial entry to search screen for "COMMON" items. V6.60154 08 December 2006 * Fixed a screen refresh issue on "Link Document" where you cancel out of removing the link it clears the entry regardless till you move the cursor to another record. * Fixed a bug in printing "Delivery Docket". It was duplicating any quoted parts after its converted to a normal job. V6.60153 06 December 2006 * Fixed a bug in timebatch where it would pop-up a message for non contract jobs missing a stage or a cost centre if there was a contract job with in the batch. * Fixed a bug in timebatch where it would complain about an unknown 'THIS.TSM_SEEK function'. * Fixed Contract job (All Stages & Variations) report. It would print one line stage per every variation linked to that stage. * Fixed a bug in "Purchase Orders" where the "Close" tick box was referring a wrong object name. * Fixed a bug in contract job/assignment/primary assignment tick box where it would complaint about "start2" not being defined. * Fixed a bug in servcard report where the "end of this month" function returns an invalid date. V6.60152 30 November 2006 * Fixed an error occuring in TSMPalm module * Fixed a bug in "BOM/Kits/Assemblies by Master Item" report. It was not printing in the right order and hence was not printing all items belong to the same group together. * Fixed a bug when searching for a customer with the contact screen selected V6.60151 22 November 2006 * Changed TABLEUPDATE and TABLEREVERT in job card to prevent a rare and obcure error due to servcard buffer mode changed somewhere along the line. * Fixed a bug in frmtime where index for empgroup was not set for relation to time. * Fixed "Bank Deposit Slip" report so that it prints one line per cheque. * Fixed a bug in Maintenance/Site Equipment report. It won't print anything when a custom report is selected. * Fixed a bug in JobCard where assigning an "Emp. Group" would trigger status code change as if Employee assigned. * Fixed a bug in product maintenance/Kit types. When "NONE" selected it will remove all kit components already attached to the product and disable the "Add" button. V6.60150 17 November 2006 * Fixed a bug in time sheet stage and varno values when entering the screen from assignment screen. - It would display stage 1 and if any variation 1 regardles of what stage/variation you entered the time sheet. V6.60149 16 November 2006 * Fixed a bug in giving a warning when entering timesheet if the job is invoiced and posted. - Removed this warning from assignments. * Fixed a bug in time sheet when entering in a job number, the wrong message was being displayed * Fixed a bug in contract jobs. When option to create a new job on entry ticked and the new job was cancelled it would break the contract job filter and will display the last job regardless of that job's type. * Searching for customers no longer overwrites the entered search value when you type V6.60148 13 November 2006 * The Report scheduler was not automatically starting when the REPPROC parameter was passed to TSM * Minor speed improvements * Selecting Closed on a Purchase order will now untick On Hold checkbox if ticked V6.60147 1 November 2006 * When "Complete" button clicked while editing a new job will now "Save" the job first. * Adding maintenance items to a job will now bring "model" and "manufacturer" to the jobcard. * Fixed a screen glitch in time sheet where the day of the week would not refresh after record changed. * The link between the "Print Scheduled Jobs when created" and "Show selected schedules only" tick boxes in maintenance card screen. * Next available Purchase Order number was always staying at 1 if a PO Prefix was in use - This fix should also speed up PO's if using a PO Prefix * Minor speed improvements - Contact History * Clicking Contract Jobs "Billing Customer" company search or phone search was giving "Property UPDBILLCUST is not found" error. V6.60146 18 October 2006 * Fixed a bug in "Contact" maintenance. It would not refresh the pages with the right record when searched via customerid field. * Fixed a bug in "Product" price breaks. It wasn't saving the new entries properly. * Employee Training / Qualifications report was not producing any results V6.60145 10 October 2006 * October release with the new password. V6.60144 05 October 2006 * Fixed a bug in "Link Document" tab where it changes color to red when there is any linked document to the job. - The "Remove Link" was not resetting the color, - Contract Job was not resetting color at all. * Fixed a bug in TSM.DLL where it will cause an error at login stage with an error message saying "........sysvar.dbf does not exist" V6.60143 28 September 2006 * Fixed a bug in Product maintenance screen where clicking "new" button would end up with a positive "onorder" & "onstockorder" figures even before entering any productid * Fixed a bug in time sheet where the job/customer taxcode was not always overriding the taxcode properly. V6.60142 26 September 2006 * Fixed report issue where after selecting a "Between" in combination with "special tickbox for a list would then disable the functionality of updating any other condition. * Parts Used module now excludes quoted parts * Fixed a bug in message displayed when selecting an equipment from a maintenance contract where there is no rate for the item. * Fixed a bug in Customer update routine of QB Post when processing "Payment" transactions. V6.60141 13 September 2006 * Add a blank line to supplier list in "Re-Order" screen. * "Adjust" in product maintenance now excludes the current location to be transfered from available locations to be transfered to. * Fixed a bug in the calculation of cost while adding grouped items to a job for kit type 4 {Kit (Component Cost)} * Fixed a bug in calculating cost for non-stock items. * Fixed a bug in checking the stock availablity of non-stock items of kits. * Fixed a bug in time module where it decides wheter the time goes to next day. - It was not taking the minute portion into account and hence it would wrongly decide that the time entered is the same day when the hour portions were same. * Fixed the date on parts used when adding BOM items. The date field on the main item would take todays date by default and all the component parts would take the job due date by default. Now the component parts would take whatever date put on the main item. V6.60140 12 September 2006 * Modified error handler to deal with working directory change by SMS of Fax sent. V6.60139 05 September 2006 - Fixes * Fixed a bug in invoice search. It would bring up all jobs not just the one selected. * When adding expandable kits to a job and changiing the employeeid wouldn't change the employeeid on the expanded items. * Fixed a bug in jobcard search by surname. It would give an error saying "PLEASE DO NOT EMAIL THIS ERROR MESSAGE" and suggest to do a re-index. This error was due to the fact that there is no "LASTNAME" index tag for servcard table and would not fix by re-indexing. * Fixed the average cost calculation for assemblies where build assembly quantity is more then one. V6.60138 29 August 2006 - Fixes * Fixed a bug in changing a primary assignee of a stage/variation to another stage/variation where there is already a primary assignee. It was keeping both assignments as "Primary" and hence causing problems in scheduling. * Fixed a bug in "Product/Group" tab where the description would change to the first one if clicked any header in the grid or to the one that is being clicked. * Fixed two bugs in Employee reports. - The filter option "Current Employee" was not working correctly. - The "Employee Training" report was not working at all. V6.60137 23 August 2006 - Fixes * Fixed a bug in calculating the cost price of kits where quantity is other then one. * Fixed a bug in maintenance search screens. When "contains" was selected it was acting like "Begins with". * Fixed "Setup/Invoices" aging date entry input mask. Now, it will accept up to 9,999.99 V6.60136 18 August 2006 - Fixes * Fixed a bug in Product report. It would create index for the sort key entered twice and cause "File is in use" error. * Fixed a bug in "Product" button of job cards. It would go to the first record in product table rather then the product selected. V6.60135 15 August 2006 - Fixes * "Add Bulk Parts" now correctly uses the job/billing customer tax code for items that have no tax code selected. * Fixed a bug in "Product Maintenance" screen. Right mouse click on "Show" combo box was taking it to code manintenance where as it should do nothing. V6.60134 11 August 2006 - Enhancement * Added a bank deposit slip to "Cash Receipt" reports. - Fixes * Fixed a bug in ABM account link "Credit" transaction. It would add a line with twice amount of the credit as positive amount. * Fixed a bug in "Contacts"-History-PO screen view button. It would go to the last PO instead of the selected one. * Fixes a bug in "Single Job Card" where it would give an error when a customer search is activated. * Fixed POS "Change Due" function. * Fixed POS "Discount" function. * Fixed a bug in POS where the "Completed" field would trigger an error when it gets the focus. * Fixed "Add Bulk Parts" to assign cost, price, employeeid etc as per normal "Add Parts" business rules. * Changed Job tax code from customer to billing customer. V6.60133 03 August 2006 - Fixes * Fixed an error in Help desk where saving a job was asking for "Compulsory ordernumber". * Orders being received for jobs where the bypass inventory option was not ticked were correctly updating inventory costs but were still using the PO cost rather than the inventory cost. * Fixed a bug in contract jobs invoices where manual total not agreeing with percent comlete. * Fixed a bug in emailing jobcard. It was printing many pages of unreadable code. * Fixed a bug in label printing when PO received. V6.60132 27 July 2006 - Fixes * Job card detailed reports now print time sheets in date order - This will not automatically any customised job card reports. * Schedule Maintenance report would loop forever if a schedule did not have a period (which is a compulsory field so it should never have happened) * Fixed a problem introduced in the previous version where Product Location updates might be ignored * Fixed a small problem in the Trade Link V1 Gateway import * L&H import now supports item discouts by a percentage discount rather than a fixed price. * Aged Debtors reports now correctly display the cutoff date instead of 01/01/2100 * Text Search was not including other filter options on the search screen V6.60131 24 July 2006 - Fixes * There was a way to go into negative stock even if this was disabled by adjusting the Inventory location while using parts on jobs * Invoice reports were applying an implicit cutoff date to today's date instead of far off in the future so any future cash receipts (yes some customers have these for some unknown reason) were not being applied to invoices * Long report filter expressions could cause a syntax error * Top customer report was not filtering and sorting correctly V6.60130 20 July 2006 - Fixes * Pressing the Email to employee button in Quick Jobs was causing an error * The Time Sheet adjust for lunch option was not correctly setting the No Print flag * Deleting an assignment form the Visual Scheduler that was linked to a job card could give unnecessary warnings * It was possible to update the Product, Customer and Employee ID even if Security disallowed this - After pressing the Update button, the system would correctly tell you that you had insufficient rights to do so, but would then position you back in the ID field and it could be edited. * Some performance enhancements opening Job Cards * It was possible to edit the job number when not allowed to do son on an edited assignment by using the Search button - This enabled TSM to assign 2 primary assignments * Must fill user defined fields were giving a false warning message even if the field was filled * Various security fixes V6.60129 - Fixes * Fixed an obscure and rare bug saving Product Maintenance screen * Fixed an obscure and rare bug after cursoring through the cost field in Product Maintenance * Fixed an error message when bulk adding parts to a Point of Sales Invoice * Fixed an obscure Department button bug when searching by a job by Job Number * Fixed an obscure and rare error when changing the Quick Search\ selector on a job card * Fixed a bug where the default labour type wouldn't assign correctly when clicked from the "Time" button in "Assignment" screen. * Fixed a bug in Purchase Order where the freight wouldn't be transfered to supplier invoice when the option "current order" is selected. * Fixed "Maintenance Contract Summary" report. V6.60128 05 July 2006 - Fixes * Fixed a bug in Servcard reports where there is a sort key refering to servrep. V6.60127 04 July 2006 - Enhancements * Added Other to Scheduled Maintenance Report filter selection - Fixes * Fixed a bug in POS refresh. There was a typo error in customerid. * Print error from "Visual Schedular". When "right mouse click"ed and select "print", after printing it would give an error saying "mRet not found" V6.60126 29 June 2006 - Fixes * Old reports that were refering to servrep were not printing properly. Pre-method of these reports moved to BeforeOpenTableMethod to make it work. V6.60125 19 June 2006 - Fixes * Contract Jobs summary % completed calculation no changed to display the parts / labour cost vs the estimated cost * Contract Job Cost Details was not showing the total cost including variations * Printing a contract job invoice was emailing instead * Adding parts to purchase orders was not setting the description sometimes * Changing quantity then Discount on PO detail was forcing to re-assign the original discount back. V6.60124 16 June 2006 - Enhancement * Logging out an individual user is now audit trailed - Fixes * Fixed a bug in "Allocate Quoted Parts" where tha actual parts quantity would show the same quantity as quoted parts after allocating the avilable quantity that is less then the quoted quantity. However, the actual qty would be internally correct. - Also, the display of actual and quoted parts were not correctly refreshing the columns that were supposed to be shown for each case. * Fixed "Supplier Invoices". * Fixed a bug where printing any report with public data session would leave the very first data filter in memory and hence cause the subsequent printing to apply the left over filter to existing one. - This would cause many un-related problems, eg. if you print an invoice or a job card in contract job then go to service jobs and print any thing will take you to the first record. V6.60123 09 June 2006 - Fixes * Fixed a bug in "Receive Orders" where freight amount was accumulating regardless of choice. * Fixed a bug in "Make Card". When "Card" button on Maintenance screen clicked it would crash with an error message as "Property TMPQJOBSNAME is not found". * Fixed a bug in job card invoice page. When job is completed by entering "Completed Date" field it wasn't disableing the "Complete" and enabling "Create Invoice" buttons. V6.60122 06 June 2006 - Fixes * Fixed a bug in "Create Invoice". When auto print invoice is on the second invoice and onward it would come up with a message as "No matching record found" and the invoice details would blank out. * L&H import program now accepts mail user names and passwords up to 100 characters * Fixed a bug in timebatch. When multiple time entered it would display the first entry on all other time entries and/or jobs although the entries were correctly stored for what they are intended to. V6.60121 01 June 2006 - Fixes * Fixed a bug in Reports where a key longer then 200 characters would cause an indexing error. * Fixed a problem in "Adjust Stock" function where the average cost and lastcost wouldn't save. * Fixed a bug in POS invoices where it would pick-up the system default tax code regardles of what the cash customer is set to. * Fixed a bug in date picker when in creating maintenance jobs. The date picker form would stay at the backgroun or at the front but not able to pick or close the form. * Fixed a GoldMine Link error on mNote V6.60120 29 May 2006 - Enhancements * Added Accessories to the Job Card maintenance Show option. * Modified purchase order receive to check if the invoice number being used has been used before. - This could occur if you received one supplier invoice for multiple Purchase Orders. - TSM will look up the Supplier invoice number to see if it has already been entered for that supplier. - It will be rejected if the supplier invoice has already been posted to accounting, otherwise TSM will warn if it is the same supplier but a different order number - as the Supplier Invoice will only be visible under the first PO. - Fixes * Fixed a problem in PO that when qty or price changed it would reset the "CostCentre" back to the default. * Fixed all the visual problems relating to "LinkDocument" on all screens. * Fixed an obscure and rare error when saving Time sheets - undefined "bll" * Fixed an error printing jobs / quotes from the Visual Scheduler * Creating a job from the Job Card Maintenance button no longer warnds you of missing information until you press the Save button * The Job Card navigation was not working after printing a Contract Job Summary rerpot from the Summary page. * Maintenance Site Listing report was failing under ceertain circumstances V6.60119 24 May 2006 - Enhancements * Added a quantity to Schedule Type Code maintenance for Service Fee part number. - You can now specify the quantity for the service fee part number rather than jsut 1 which was the default before. * You are now warned when assigning an employee to a job automatically changes the job department due to the default Employee Department being set. - You have the option to accept the change or reject it. - Fixes * Fixed a problem in converting service job in to a contract job. If there is any parts used on the job to be converted it would go into infinite loop. * Fixed new "Open Folder" button on link document tab on few screens. * Fixed the "Cancel" after clicking "Add Link" button on link documents. It would leave the record in spite of cancelling. V6.60118 23 May 2006 - Enhancements * Modifications to Maintenance Process Card option to display an indicator of open quotes for the Site customer. * Modifications to Security to allow assigning Department but not changing Department -Fixes * Adjusted allignment of Monthly Cash Receipt reports. * Variation amount in Contract Job Cost details page was appearing as zero * Fixed a bug in PO receive when less then ordered quantity received. It would reduce the OnStockOrder and OnOrder quantities by twice the amount not received and hence it may push it negative OnOrder & OnStockOrder figures. * Emailing a Contract Job invoice now automatically puts the billing customer email address in for you * Possibley fixed a problem wiith TSM locking up - requires user testing feedback V6.60117 17 May 2006 - Fixes * Fixed Product Promotional Price which was always returning price 1 * Fixed "Aged Debtors" report for "CutOff" date. * Fixed a bug in "Maintenance Report" selection criteria. It was crashing when "Contract Customer ID" was selected and "?" clicked. * Time report fixed for same time values on consequtive time entries not printing. V6.60116 12 May 2006 - Fixes * Tabbing out of the Billing ID on a Contract Job was giving intermittent errors * Fixed an index error issue with Fast Text Search * Major speed improvements saving Job Cards V6.60115 11 May 2006 - Enhancements * Added new option to Code Setup - Schedule Type to include the schedule description in the Work Performed - You can now include a standard description in all jobs generated from the Schedule Type * Added Contract Customer to Customer Reports filters - Fixes * Contract Job Summary report # 3 was giving an error * Fixed a bug in report module where it was saying that no matches found where there is matching records. V6.60114 03 May 2006 - Enhancements * Added an extra control to eliminate the "New"/"Old" report selection for all original reports. By default all original reports will run on "New" report system when in "Report" module. All user customised reports will be set to "Old" report system and user will need to select "New" for those reports customised in 6.6 prior to this update. - Fixes * Fixed a bug in job card summary reports where it would say "No matches found" although there are matching records. * Fixed a bug in "Maintenance" reports that was caused by already set relationship for temp table called "Schedules". V6.60113 01 May 2006 - Enhancements - Fixes * Fixed a bug in "Product Location Merge" function. It was scipping the duplicate locations due to seek command using trimmed productid and location. * Fixed a bug in job card where an error message pops up when "Maintenance: button clicked. V6.60112 28 April 2006 - Enhancements * Added an Open Folder button in Linked Documents to open the folder the document is contained in. - Fixes * Detailed Job Card reports under the old report system were taking a long time to print. - It was processing all job cards before applying the selection criteria * Job History button was displaying no matches under certain circumstances * "Job Card Financial Unillable/Billable Summary" report was not printing. * Contract Job quick search from job card screen was not working for "Invoice #". V6.60111 21 April 2006 - Enhancements * Contact Search Screen now shows address in the Grid * Added Site Address search button to Job Cards screen * Contract Job Invoices are now auto acrhived similar to Job Card invoices * New Setup - Invoices option to default Job Card invoice date to Job Card completed date * GoldMine / Act! search now defaults the search value to the original search value rather than being blank * Added Print Job to Visual Scheduler Right Click menu * Added "note" field to additional contacts on "Contact Maintenance" screen. - This will also check the primary contact in contact table and will insert it if not exist. - Fixes * Fixed a bug in time entry screen. When "Time" button clicked from within "Assignment" screen it was disabling the "Work Performed" field. * Maintenance Contract search by Contract # was not finding partial matches. * Fixed an error selecting the General Page of Contact Maintenance * Searching in Job Cards could cause an error in rare circumstances * Searching for a customer in GoldMine but exiting out without selecting would cause an error * Dragging a Job Centre entry to the Visual Scheduler on the half Hour was setting the minutes to 23 rather than 30 * Fixed invalid time entry in "Batch Time" screen. It will limit the date entry to between 1900 and 2020 * Fixed a bug in "Employee/Link Document" screen. Un-linking a document would fail with "wrong buffering" message. V6.60110 18 April 2006 - Enhancements * Report Preview now uses a single PREVIEW FORM with multiple tabs FOR each report being previewed - Previously, each report preview would open up its own window. This is much tidier. - Fixes * Fixed POS "Auto Rounding" problem. It woould not default to what it was set in "Setup" but always set to false. * Fixed "Pre/Post" method problem in customised reports. Custom reports weren't running the "Pre/Post" methods when there was no data environment class selected. * Fixed a bug in "Parts Used" where the discount would not stay as entered when it is clicked in by mouse without tabing through the quantity field first. V6.60109 13 April 2006 - Enhancements * Added Product, History, Notes and Maint buttons to Quick Jobs * Added Email address to Quick Jobs * New Set up Job Cards 3 option to automatically create new customers for Quick Jobs or Help Desk - It was doing this already but this option allows you to turn this off so that you can create a Quick Job or Help desk job with no customer information - Fixes * Saving an existing customer in Quick Jobs could clear out the contact / company name * Adding a new Stage / Variation now sets the Logged Date. * Text search re-index was not clearing the old index and therefore crashing when job is saved. * Fixed a bug in Maintenance site search by customerid & contract # with and without "active contracts only" option ticked. V6.60108 07 April 2006 - Enhancements * Added Purchase Order information to Customer History tab * Added Location to Maintainance Items Search screen - Fixes * Fixed the problem with ftt files when upgrading from 6.5xx to 6.6 * Fixed a problem with schedule charges. When a new schedule is created and a charge value entered, it was occasionally over writing the rate of the first schedule. * POS Invoices now show change die * Printing orders could give an error when setting the output printer V6.60107 05 April 2006 - Enhancements * Added Other 2 to Replication Screens and Job Card Search screen * Added Job Type to POS Invoices * Added COD to Customer Status * Added Customer Status to POS Invoices screen - Fixes * Default printers in "Setup" screen was writing to user default printer instead. * Improved the search when transferring stock from one location to another. * Fixed the serviced item label printing problem. It was printing the right job # and customer id but the wrong product id. V6.60106 31 March 2006 - Fixes * The Contact details on the Job Card Help Desk screen was not displaying updated company / contact details correctly * Changes to assignments on the "Visual Scheduler" were not showing up on another terminal till you exit and re-enter the VS. * Searching for Job Cards by Last Name was returning too many records * Product Maintenance was showing some cost prices wven with Security to not show cost prices enabled V6.60105 30 March 2006 - Enhancements * Added a new Unbillable option to Schedules - Can define the generated job as being unbillable. - Can not be bot AutoInv and Unbillable - Can not be used with Contract Jobs - Adding a new batch to Batched Time Sheet could position the screen back to batch # 1 and thus you might accidentally add time to the wrong batch. - Fixes * Fixed an error when adding time from the Time Sheet module * Fixed an error message while running the GoldMine link * Cost inc tax now uses the Purchase Tax rate if entered, otherwise the regular tax rate * Purchase Orders screen was incorrectly displaying the discounted cost only, rather than the original cost pre discount V6.60104 27 March 2006 - Fixes * Escalation minutes in Priority code Setup could not be clicked on but you could tab to the field to change * Escalation minutes in Job Cards Setup was limited to 999. It has now been increased to 8 digits maximum to match Codes Setup * Fixed a rare and unexplained error when saving job cards * Fixed a bug in QB Link where it was looking for mactstock without pre-defining it. * Fixed a bug in the old MYOB Post where it complains about "lnPhoneNo_len" variable not being defined. V6.60103 24 March 2006 - Fixes * Ctrl+C now works again to cancel a report * Added an Exit button to Report Preview screen * Fixed an error when filtering Contract Job Stages reports by Stage number * Contract Jobs Stages reports was not correctly filtering out Stage filters V6.60102 23 March 2006 - Fixes * Error occurred when the Display Colours checkbox was selected on Job Card search * Fixed an error message in Schedule Wizard when there were no exiting schedules on the Contract * Fixed an error sending Email Messages * Fixed an error deleting an entry in Quick Schedules that did not already have any schedules * Fixed an error pressing the Select All button in Quick Schedules * Fixed an error in the Reproting system when emailing a report * Improved performance of Reorder screen V6.60101 22 March 2006 - Enhancements * Support for locally installed MS Fax (not on a fax server) - Fixes * Trade price was being used as cost price if selected as the basis for markup calculations in Inentory Setup * When creating an invoice, the "dept" field is now correctly being populated from servcard.dept. * You could not complete a job if security to disable editing completed jobs was set V6.601 21 March 2006 * Initial release of TSM V6.6 List of Changes to TSM from the release of 6.5 to 6.6 General enhancements " Added L&H price file import routine - Use the L&H command line parameter: tsm.exe lhimport. Tsm.exe lhautoimport for the scheduling of the import routine. " New Help Desk Job Cards Module " Added new Setup - Invoices option to synchronise invoice number with Job number - Will automatically assign next invoice number if job number already used as an invoice # " Added Remote Support option to Utilities Menu - When requested by TSM Support staff, select this option to allow TSM Support staff to dial in to your computer to view your screen. " Added Replicate button to POS invoices " Update button added to many of the Codes within TSM so that a CodeID can be changed without needing to delete the code. " Added BAR128 function to TSM for Code 128 barcodes. - BAR128(string,"cType") where ctype is: - cType: "AT" -> convert text to bar code 128 subset A - cType: "AU" -> convert text to bar code 128 subset A, UCC/EAN - cType: "BT" -> convert text to bar code 128 subset B - cType: "BU" -> convert text to bar code 128 subset B, UCC/EAN - cType: "CT" -> convert text to bar code 128 subset C - cType: "CU" -> convert text to bar code 128 subset C, UCC/EAN " Setting a minimum fee on a priority code now automatically sets the Enforce minimum fee check box on Job Cards when the Priority code is selected. " New Security option to restrict adding orders for completed jobs " New security option to restrict receiving ordered parts against completed jobs " New Setup Job Cards 3 option to set status code on selecting Unbillable job invoice " Added a new Utilities - Audit Trail option to display TSM audit trails. - At this stage, a limited subset of functions are being audited but this will be expanded considerably in future releases " New Labour Type Code Setup option to set a labour type to automatically set the No Print on invoice option - You can now automatically select certain labour types not to print on an invoice in case you forget. " New Labour Codes Setup option to add the additional hourly cost to the cost multiplier - This allows you to have an additional hourly cost added to the employee cost regardless whether it is normal or over time " Text boxes now have a new Right Mouse click menu similar to memo fields - You can now copy, cut, paste, spell check etc. from any text field. " Implemented TSM Email Client - We had a number of instances where Exchange server was causing problems when TSM sent emails to it. In addition, users complained about Outlooks habit of asking you to wait and click YES before sending an email. As such, we have implemented an optional email client directly into TSM. - New Setup option on the Miscellaneous Setup tab to enter your mail server information and also to select whether TSM should use its own email client or a Mime compliant mail client (such as Outlook). - GoldMine Link Setup has been changed to just indicate whether TSM should use the GM client rather than select GM or MIME. If not selected, the settings in the Setup (above) are used. " Pop up job due alerts no longer time out after 20 seconds but will now wait for you to press the button. " Added default printers to user options screen - Users can now configure their own report printers even if they do not have the security to go into the TSM Setup screen. " Updating TSM with a new version now keeps 9 copies of previous backups in case of problems encountered. " Quotes can now be completed - This provides a convenient method of closing off a quote " Any documents placed in the PDFARCHIVE\O_99999 directory with 99999 represents the PO number will automatically link to the linked documents tab of the Purchase Order " Labour types for Prepaid Time can now be used for standard non-prepaid time " New Setup - Invoices option to lock the invoice total once created - Any changes to the job card will not affect the invoice total. - However, printing invoices that have changed details will give an invoice total that does not add up to the sum of its contents " New Job Card Security option to allow for Adding / Editing Parts Used - You can now let people edit jobs but disallow them from updating parts used on a job " Added additional detailed information to the Cash Receipts display screen " Invoice security changed so that Job Card Invoice security option enables / disables rights to both create and print invoices. - Printing of invoices was previously a security function of Debtors reports and allowing printing of invoices allowed full access to all debtor reports. " Added Web View to Right Click Memo field menu option - When expanding memo fields such as Service Requested or work performed, you now have the choice to display it as plain text or formatted HTML. - This is useful if you have sourced the service requested from an email " New Setup - Job Cards 3 option to archive quotes - If set, the quote will be archived as a linked document against the job when the quote is converted from a quote to a job " Added new labour type additional hourly cost which is applied to the base employee hourly cost - This gives you the ability to negotiate a base hourly cost for each employee plus an additionally hourly cost based on labour type - If set, overtime cost multipliers are disabled. " New Job Card 2 Setup option to calculate Escalation from job due date or estimated completion date " Setting a labour type cost multiplier to zero now applies zero hourly cost to the time entry (before it was always the employee hourly cost) " TraSer is no longer a registrable option (it is included with the standard package) " Added "UOM" and "MANUF" fields to order detail table in order for Tra-Ser links to bring in these values when item is created for the first time. " New Option to make Job Card Other field compulsory - Added a new Setup Option to enable / disable this option Contact Maintenance " New Customer option to enforce order number - Do not enforce - Enforce when saving a job - Enforce when completing a job - Enforce when completing a job and warn when saving a job " New customer field called Site Customer. - Identifies a contact record as a site customer - New check box on Contact search to look up site customers only. This allows you to filter out all entries that are not sites. - Warning message comes up if you manually enter a site customer as a billing customer on a job card " Added Inactive to Customer Status " Melway and Sydway Map References added to "Customer Maintenance" screen. - New Contact Maintenance button will appear if either of these files exist to extract the map reference out of Melways or Sydways - You need to have Sydway.dbf and/or Melway.dbf for this feature to be available. " Added Credit total to Contact Maintenance screen " Contact History - Invoices tab now displays the last payment type " New Contact Security option to make the Contact internet password visible or masked " Added new Default Employee Group to Contact Maintenance - Employee Group on job card is updated if Job Customer changes and job customer has a default employee group - Job Employee ID list will change to reflect the select job employee group " Added a Print button to Contact Maintenance to print the default contact report for the selected contact record " New Job note field in Contact Maintenance - Copy note check box removed - Any note in the Job note will automatically pass over to the job card service requested " Added a visual Customer Status indicator to the top of the Contacts Maintenance screen " Added a new field to Contact Maintenance - Default Job Customer Reference - Any value entered here will automatically be placed into the Customer Reference field on any job cards created for this contact. - Provides the ability to easily pass a searchable value specific to each customer to a job card. " Added Supplier invoices to Customer History tab Employee Maintenance " Added linked documents to Employee Maintenance " New Employee Maintenance checkbox to indicate whether popups should appear when the selected employee is logged into TSM " New Employee Postcode functionality. You can assign Employees to a range of Post Codes and then select the employee for a job according to the job Site Postcode. - New Employee maintenance screen post code tab to assign an employee to a range of post codes - Right mouse click on Employee ID in a Job card when the job site has a post code will check if there are any employees assigned to the Site Post Code. - If any employees are found then you will be asked whether you want to select one of them. - If yes, then you will be presented with a list of employees assigned to tie Site Post Code and can select one to assign as the job card employee ID " Employee Insurance - Added Insurance expiry date and description to Activity tab - Warning message if adding an employee to a with expired insurance to a job " Added supervisor to Employee Maintenance Enhancements to TSM Palm " New TSMPalm Setup2 page options: - Require time entry to complete - If selected, you must enter at least one time sheet entry on a job card before you can complete it on TSMPalm - Ensures that you do not accidentally complete a job in the field without adding any time - Confirm No Parts before complete - If selected, you must tick the new Check Box on the TSMPalm job card before completing a job that has no parts - Helps to ensure that parts are not left off job cards by mistake " New TSM Palm option to not send Work Performed to the Palm PDA - This will enable you to merge new work performed entries into your TSM Work performed - Any changes to Work Performed in TSM will not be overwritten in TSM if changes are made on the Palm PDA " Signatures in TSM Palm now synchronise back to TSM - Yay! - Added Signatures to Stages ad variations screens - TSM Palm and TSM Remote now populate the signatures against stages and Variations for Contract jobs " Palm interface speed improvements on HotSync - You can now select not to send code fields such as Job Type, Status and others to the Palm each time you synchronise as this information does not change often. This should speed up the hot sync process. " Palm parts used quantity now set to 1 if the quantity is zero. - TSM Palm was otherwise posting a zero quantity in TSM. " Added a "sent to PDA" date/time field to job cards and assignments. - TSM Remote users can now see when the job was actually sent to the PDA by the TSM Remote server. " TSM Palm - Added Model to Equipment screen. Screenlayout updated. " TSM Palm Setup now has a new option to restrict assignments to job linked assignments only - This enables you to ignore personal and holiday based assignments which are not linked to jobs Job Card Enhancements " Job Card Dispatch screen now includes new options: - Do not print parts - Print parts ordered and received against the job for a specific date or all dates - Print parts used on the job - Print equipment on the job " Job Card duplicate order number and duplicate reference number check only now occurs for jobs with similar Customer, Billing or Site ID's. " Added Last Job Date to full job cards for Customer, Billing Customer, Site and equipment - Equipment shows last job date for ProductID / Serial # combination " Job Card delivery docket button now optionally prints out any items received on the job for the nominated dispatch date. " Add options to Service Job replication for - Copying original job number to "booknumber", - including a) allocated quoted parts, b) un-allocated quoted parts " Added Bin number display to Job Card parts used screen " New Setup Job Cards 3 option to choose whether customer discounts should appear in the job card parts used description. - Some customers prefer not to know how little discount you are actually giving them " Added Delivery Docket button to Job Card invoice screen " Added a 2nd Other field to Job Cards - field can be specified as free text or selected from a drop down list. - New Setup option in Jobcards 1 " Double click on the "Job #" label on the job card will refresh the job screen. " Prepaid Incident button on Job Cards now shows how many Prepaid Incidents are left " We now store the cost price of parts, labour and expenses in the job card at time of invoicing. - This might be useful to work out your profitability at time of invoice excluding any changes since you invoiced " Job date changes by changing directly on a job card or via changing a linked primary assignment are now audit trailed on the job card " Made Quantity the first field to enter when adding parts - Seems more logical to do it this way " Added Compulsory Job Type to Job Cards Setup screen " Added 2 new columns to Assignment grid - Completed Date / Time - Whether assignment has had a time sheet entry raised against it " Pressing the Maintain button from a job card now warns you if the item rate has expired as well as the contract expiry " New Setup Invoices option to stop creation of Job Card invoices if any unapproved time is found " Prepaid time button in job card renamed to Incidents - List only displays a list of prepaid incidents, ignoring any other prepaid time types " Added new Setup Invoices option to default automatic invoice rounding on or off " Billing customer notes are now copied to Job Service Requested if the Copy Note check box is ticked " Time sheets now allow negative billing hours " New Setup - Invoices option to save a snapshot of the invoice at the point it is created - Invoice PDF will be linked automatically to the Linked Documents tab of a job card " Entering the completed date on a job card now does the same action as pressing the Completed button " Time Sheet expenses now applied to Cost Centres - New Contract Job Cost Centre setup for each time sheet expense - Contract Job Summaries now include expenses under their own cost centres " Time Sheet expenses now included as a new cost in Job Cards - Job Card profitability on the Invoices tab now includes expenses - Profitability reports not yet updated " Added a warranty period to Equipment warranty page in Job Cards - Converted existing warranty period to a separate period value and a period type (i.e. 2 Months) Point Of Sales Invoice Enhancements " Job Card duplicate order number and duplicate reference number check only now occurs for jobs with similar Customer, Billing or Site ID's. " Added Purchase order buttons to POS invoice " Added Delivery docket button to POS invoices " New Setup Invoices option to automatically round POS invoices - You can now decide not to automatically round regular invoices but automatically round POS invoices " POS Invoices now copies invoice comment to Service Requested Enhanced Goldmine Support: " Added support for dbase versions of Goldmine " GoldMine Customer Search no longer requires GoldMine to be open to work " Speed improvement in GoldMine Link " GoldMine link now copies Serial Number into Job History note. " New option in GoldMine link to set activity code for Quotes Enhanced ACT! Support " Added Phone prefix to TSM ACT! Setup screen - Phone numbers no longer blank out when sent to ACT! " New option in ACT! link to link phone number to TSM home or work phone Enhanced Search engine " Added in Begins With or Contains on Search screens " Job History and Customer ID popup now sort jobs in descending order (newest first) " Customer History Job Cards & Invoices now sort newest to oldest " Job Card history button now displays history in a similar format to the search screens. The older Browse format is no longer available. " Fast Text Search for Product Description " New Job Card search field in top right corner - Job number is no longer editable - use new search field - Incomplete - still needs work done to remember previous value and integration with Search button " Most Search screens now remember their last sort value " Added Text Search option to Parts Used screen - You can now select parts used by their description " Added Select Colour checkbox to the Job Card search screen - Individual users can choose to display or hide Job Status colours - Have had some reports that displaying colours slows down the job card search screen on some computers " Time Sheet screen now lets you search by Reference " Added search for job cards by site suburb " Added Department column to Customer search screen " Added Model column to Parts search screen. " Added Model column to Maintenance Equipment search screens " Contact search now displays contact name in company column if no company name entered. Data entry improvements " Added Bulk Add Items button to Job Cards parts used " New Quick Schedules option in Maintenance module - Lists all sites and allows quick access to adding / updating schedules from all sites in one screen - Significantly speeds up the time taken to update multiple schedules " Automatic lookup of Supplier Part #, Barcode and Alternate part number now implemented in Job Cards parts used " New Setup - Miscellaneous option to set default security group for new employees - Adding an employee will now default the security level to the new employee security group " If TSM does not find the part number entered on an Order Detail, TSM will now look up that part number in the Supplier part # or Barcode # or Alternate parts list and if found, ask you if you would like to use the TSM part number associated. - So for example, Part 100 has a supplier part number X100, entering X100 as the order details part number would find no TSM parts matching but would find Supplier part X100 and would then ask you if you would like to use part 100 instead " You can now link an already existing time sheet entry to prepaid time - Previously you could only link a time sheet entry to PrePaid time when you originally added it into TSM. - To previosly relink it to a prepaid time entry if you made a mistake and forgot to do so required you to delete the time entry and reenter it " Added Allowance to Time Batch entry screen " Batch Time Sheets now warn of a time overlap " New check box on Time Sheet entry to adjust for lunch - If ticked, will add a negative time sheet entry for lunch break - You will be warned if time sheet times do not fully overlap lunch hours - New Setup - Job Cards 2 option to set up lunch start / finish times as well as lunch labour type - This is useful when you want to log that you worked from 9am - 5pm but do not want to break the time into pre lunch, lunch and post lunch time sheet entries - By creating a lunch entry, you effectively get 8 hours worked plus -0.5 hours for lunch totalling 7.5 hours worked for job costing purposes " You can now type a directory into the Linked Documents path and launch a directory browser - You can not select a directory from the Directory Browse button " Added Employee Group to Full Job Card - You can now assign a job to an employee Group if you do not know which specific employee to assign it to - Job Card Search and report filters now allow selection by Employee Group - Job Centre filters now include Employee Group " Added ability to enter a single piece of equipment onto a job via Quick Jobs " New Job Card Parts Used data entry screen layout - Added an effective markup % / $ indicator and Discount $ to Parts Used entry screen - You can now see what markup and discount was applied to previously entered parts used on jobs without having to calculate it in your head " Added new Price / cost values inclusive of tax - You can add in prices inc tax and it will calculate the ex tax prices for you " New Setup Job Cards 3 option to have TSM automatically recalculate the Estimated End Date. - Default is for this to be disabled. " TSM screens that are wider or taller than the actual screen resolution will now resize down to fit into the screen resolution - this solves the problem of running TSM on a high resolution monitor with large screens then moving to a lower resolution monitor which would hide parts of screens off the viewable area " Purchase Order Reference is now automatically placed into the Supplier Invoice Reference when created " New Setup Job Cards 1 option for default Job Card Duration for new jobs " New Setup option on General page to NOT resize fonts when resizing screens. - This allows you to get bigger screens but see more text as the fonts remain small. " Added Spellchecking to memo fields - Right Click Menu on memo fields such as service requested, work performed etc now includes a new Spell Check option - You will require MS Word installed for this to work " Contact Site Notes now go to the job Service Requested if the Copy Note check box is ticked. " Time sheet entry no longer warns you if the date of the time sheet entered is prior to the job logged date. It does however still warn you if the date is in the future. " You can no longer enter the Time Sheet hours worked if both start and finish time are entered as it recalculates when saving anyway " Changes to Cash Receipts entry screen - Cash Receipts screen now has a new Auto Apply button which is available when no amounts have been applied and will automatically take the cheque amount and apply it from the top to each positive outstanding invoice - Cash Receipts screen now has a new Clear Selections button available when an amount has been applied to any invoice and will clear out all applied amounts - Apply button has been changed to a checkbox to provide an additional visible indicator that an amount has been applied. " Cash Receipts entry screen now lets you search for a Billing Customer ID by Invoice # " Assigning a job date for a Saturday or Sunday when you do not work on those days now gives you a pop-up warning. " Added Approve button to Time sheets screen to approve the displayed time sheets. - Option only available when the Unapproved option is selected. " Added a warning to Time Sheet and Parts Used entry screen when job is already invoiced Visual Scheduler / Job Centre / Assignments improvements " Deleting an assignment that is part of a recurring group will only delete from the date of the selected assignment forward. " Assignments now gives a visual indicator if a time sheet has been created " 3 new Setup options to turn on or off overlap warning for Time, Assignments and Jobs " Added a new checkbox to Time Sheets module to exclude time sheet entries for jobs that have an incident linked. " Added "Customer Cost Centre" to filter options on Job Center. " Creating a recurring assignment will now ignore weekends based on the Priority Code settings " Adjusting an assignment that is part of a recurring group will ask if you want to adjust all the other open assignments in the recurring group " Added Job Card location to Visual Scheduler screen " Job Center will now repeat a job once for each invoice raised against that job (Contract Jobs) if the Sort by invoice option is selected - If any other sort order is selected, only the first invoice entered will show against the job " Deleting an assignment from Visual Scheduler now displays additional confirmation information " Job Centre colours now show white text if background colour is red, blue or black " Changes to Visual Scheduler layout to optimise the display to show more of information within working hours - Visual Scheduler defaults to start at the office start hours. - New option to adjust the row height from 100% - 200% of normal height. " New Visual Scheduler option to select an employee group - New selection next to the Employee Selection search button - It is now even easier to select employee groups to view schedules for. " Added No Future Assignments as a new option in the Job Centre Options page. - Easily filter those jobs that do not have any more assignments from today forward. " New Visual Scheduler Right click option to Set assignment as the Primary job assignment " Visual Scheduler assignments can now optionally be dragged from the top or left bar. - New Setup - Miscellaneous option to Set the Viaual Scheduler Drag mode to be by left or top bar - If dragged from the left bar, top bar can be used for resizing " Added Job Invoice number to Job Centre column selection - Contract jobs which can have multiple invoices will only show the first invoice for the entire contract job, not for sepcific stages / variations " Added a new Personal check box to Assignment maintenance - New option on Visual Scheduler to ignore personal assignments - New option on TSM Palm to not send personal assignments to the PDA " New Job Type Colour Selection - New Setup Misc option to show colours on Job Centre and Visual Scheduler by Status colours or Job Type colours " Added Job Type as an option for 1st line of Visual Scheduler display - Setup - Miscellaneous " New Visual Scheduler Right Click option to set assignment colour - Provides a quick way of assigning a colour to an assignment. - Assignment colours override colours calculated from Job Card Status " Added Alert Due date to Job Centre " Job Centre layout changed to add most options to a separate options page - Screen layout was getting a bit cluttered " Added new Job Centre option to select Primary Job Employee " Added new Job Centre sort order of Order Number " You can now create time sheets directly from Assignments in the Visual Scheduler Right Click menu - Saves much time. " You can now view Jobs in the Job Centre that do not have any assignments at all - 4th option added to Assignment Pull down (3rd down in the top right corner of the screen) - Unassigned " Added Job Due Date column to Job Centre " New Setup Option to automatically create linked primary assignments - Changes existing functionality so that linked assignments are not necessarily automatically created for new jobs that have a job time " Added Site Suburb sort order to Job Centre Job Card display " Added a new Assignment Security option to add assignments linked to completed jobs " Added Job company name to Assignment Maintenance screen " New Setup - Miscellaneous option to configure the Site ID as the first line in the Visual Scheduler " Added Job Type filter to Visual Scheduler screen " Added first equipment part number, description and serial number to Job Centre - This will only display the details of the first piece of equipment entered if multiple equipment items have been added to a job card " Added Stage and Variation total hours to Job Centre column selection Reporting enhancements " Added Posted date to Job Cards Parts Used report filter criteria " Added Stage # to Job Card Contract reports filters " Pressing Ctrl+C while rendering a long report will cancel the report " Added Dept and Location to Cash Receipts - Added Dept and Location to Cash receipts reports " Added new Purchase Orders Supplier Invoice Search - Select the Supplier Invoice tab and then press the Search button at the top of the screen " New TSM Report output engine implemented - Tsm previewer is now internal to TSM and no longer uses Acrobat. PDFViewer.EXE is no longer used. - Print to File option now has additional options - Text Report - Produces an unformatted text file report in the same layout as the regular report - Ascii - Same as Previous - Ascii data file of the primary TSM table. The file extension is now CSV - Excel - Producess a formatted Excel spread sheet - PDF - Produces a PDF file - No longer uses the Amyuni PDF engine. The TSM printer is no longer required. - Word Document - Produces a fully formatted MS Word document that can be then be easily incorporated into proposals - Rich Text - Similar to Word document - HTML - Produces a fully formatted HTML output file that can be incorporated into an email or web site - XML - Produces XML formatted output " Added invoice due date to invoice report filter screens " Added Inventory Asset Account to Product Report filters " Added Other 2 to Job Cards report filters " Add Job Card Payment Type to time sheet report filters " Product inventory and Maintenance Equipment transfers now sorted by newest date first " Added End of This Month to Report Date Criteria " Added Current Contracts to Maintenance Report Filters " Added Location filter to Parts Reorder screen " Added filter option to PO Reports for supplier customer type " Added new Job card date filter option for the Beginning of this month. " Added Estimated End Date to Product - Parts Used report filters " Report scheduler email address width increased to 250 characters allowing multiple comma separated email addresses to be entered " Added 1st,2nd,3rd,4th,Last day of the week option to Schedule Periods - You can now for example, schedule for the 2nd Tuesday of each month, quarter etc. " Maintenance Schedules reports now show the User Fields for selection from the Maintenance Report screen. - This allows you to filter schedules by user fields from maintenance contracts such as a particular contract type. " Added Maintenance Contract Start and Renew dates to Job Card report filters " Added new All Users checkbox to My Reports to display scheduled reports for all users. - Only available if you are a Supervisor - Makes it easy to check and make adjustments to the scheduled reports of all users " Added a new Setup - Miscellaneous option to determine whether the Report Scheduler should use the TSM Email client or Mime Email Client (Outlook) - Although you might use Outlook as your email client, problems can arise with scheduled reports that need to be emailed out of business hours (such as requiring the YES button to be pressed). As such, you can now specify whether the the Report Scheduler should use the Email client specified for all general emails or us the TSM email client. - If using the TSM Email client, no entries will be seen in the Outbox of your email program. " Added deposit number to Cash receipts screen and report filters " Parts used reports now let you select Onhand < 0 as a filter option " Added Maintenance Contract # to Time Sheet Reports filters " Added new Job Count by Employee Report " Contract Job Cost Summary report now includes item with zero cost " Equipment now prints first on invoices " Added Created Date to Customer Report filters " Added 2 new Report Date selections - Beginning 12 Months Ago - Assuming current date 20th March 2005, then report date is 1st March 2004 - End of 12 Months From Now - Assuning current date 20th March 2005, then report date is 31st March 2006 " Added Equipment Installed Date to Maintenance Reports " You can now reference assignment information from within Time Sheet reports " Added Customer Default Labour Type to Job Card Reports selection screen " Added a Billable filter to Job Centre & Job Card report filters " Added 2 new Product Stock Take by Location reports " Added a new Job Card Summary profitability report sorted by department " Added new PO Items report sorted and totalled by Product ID " Added 2 new Supplier Invoice Reports - Supplier Invoices Totalled by Supplier - all supplier invoices sorted by supplier with totals on break of supplier - Supplier Invoices Totals by Supplier - Totals only, no details " Minor improvements in Contract Job Invoice layout " Added a new Job Card summary report including the Cost of Goods Sold " Added a new Contact Labour Rates report to Contact Summary reports " Report Pre / Post methods now supports report not printed from the Reports menu " Added invoice total to Debtor Reports filters " Added Job number to Time Sheet screen filters selection. " Added Contract Start Date to Maintenance reports filters " Parts Used report now can be sorted by job number " Report Scheduler within TSM renamed to My Reports. - You can now configure reports as you wish but TSM will no longer run the report schedule from the My Reports Screen - Starting TSM with the REPORTS or REPPROC command line parameter now schedules reports for all users, not just the logged in user. No user ID or password is required. " New Maintenance Contract option to select a next schedule date range from Schedule reports. - This provides the ability to print a forward list of schedules even if the next schedule date is outside of the date range entered - eg print the schedule list for next year even though the next schedule date is still in this year. " Added new columns to the Job Card Performance Statistics report calculating only during work hours (8 hour day excluding weekends) rather than a 24 hour day including weekends. " New Time Sheet report option to automatically approve matching time sheet entries " Improved accounting post integration " Added default Income Account to labour type code maintenance so that labour can be automatically posted to the correct GL account. " Able to set up a different tax code for purchasing than for parts used - Added Purchase Tax code to Product Maintenance - Added Purchase Tax Code to Utilities - General - If no purchase tax code is configured, will fall back to general tax code as it did previously " Modified ABM Account Posting to use "Country Name" from the setup if the customer/supplier record does not have a value in "country" field. " Modified QB post to include "Sales Analysis" for Freight on Purchase Order the same way as order details for "Class Tracking". " Added Invoice Lock Date to Invoice Setup Screen - You can not create an invoice with a date earlier than the date specified. " Added capability to post an override sales account for contract job invoices when entered. - This changes affects both QB-Aus and ABM " You can now add a non-invoice linked cash receipt - You might receive a deposit for a job that has not yet been entered into TSM. - Allow QB Actpost to post non-invoiced payments. " Removed the "Both" option from Contact Maintenance - We were having too many issues linking to Accounting programs that do not allow the same cutomer id to be Both a customer and a supplier so now you are either a customer or a supplier but not both. - Existing contacts that are marked both will remain as such but should be reassigned to either a customer or a supplier " QB Supplier Invoice posting mode. Previously due to older QB version restrictions tax codes for order items were not passed from TSM to QB and QB would apply the tax code on that item from its item list. This was causing some user to end up with tax on some items in QB where they have selecteda zero rate tax code in TSM. Users are now allowed to override the tax code at the supplier invoice level without changing the item tax code in the QB item list. Keep in mind that at the PO level every item will get a tax code whether from PO or from product table. Therefore, if the tax code at the order item level is forced to be blank rather then a tax code with zero rate, it will still use the tax code from QB item. " Modified ABM link to assume the addresses are always entered via pop-up address edit screen and therefore always get the City, State and postcode from the last line and a comma separates the city and the state. " If you enable the new Lock Invoice facility, any new parts or labour added to an invoiced job will have a zero sell price - This helps to keep the sum of the invoice details in balance with the invoice total. - You can however overwrite this and put in a sell price if you really want to, although the invoice total will not change " New Held option for invoices. You can now place invoices on hold and stop them from posting to the accounting package. - Added new Held check box to Job Cards Invoice page and Contract Jobs Invoice page. - Can mark an invoice as being on hold by ticking the check box and unhold it by unticking. - Can not mark an invoice on hold if it has already been posted to the accounting program - New Debtor Reports Filter option and checkbox to include Held invoices. - Held invoices are excluded from Debtor reports by default - Accounting post - MYOB (old), QB-Aus, QB-USA, Sybiz and ABM will not process invoice on hold. " Added "Sales Analysis" to Purchase Orders. - Synchronised "Sales Analysis" of PO to "Class" in Accounts Payable from QB link. This allows purchases to be assigned to different GL accounts by class in QB - If Sales Analysis of a PO item linked to a job is left blank, it will dynamically look up and use the Sales Analysis code of the job card parts used or the job it is linked to (if no sales analysis code on the parts used) during the processing of that Supplier invoice in ActPost. " Added a new phone mapping options for QB ActPost to map Phone and AltPhone of QB to TSM work or home phone. - Note that QB supplied link utility does not support Mobile Phone numbers for AUS/NZ/UK/CA yet. " For QB ActPost "Class" tracking ("Sales Analysis" in TSM) extended to cover labour as well. This will assume the first "Sales Analysis" assigned to time entry will be true for all time entries as we haven't got detail time entries yet. " Tax rate increased to 3 decimal places " Add a new functionality to ABM ActPost customer update method. It now synchronises ABM customer "Hold Invoice" with TSM "Account Status". - Also if customer account status indicates "HOLD" then ActPost "Invoice Add" will give an error status indicating this situation. " For QB Aus "customer" and "supplier" update added functionality to re-query the edit sequence a second time when it receives error message # 3200, that indicates the record being updated by another user in QuickBooks and refusing to update via TSM ActPost. " Modified cash receipts to stop processing payment and/or cash receipts <= $0.00 as QB does not allow processing of these values. The customer credit still goes to QB via "CreditMemo" transaction but user need to apply this credit to specified invoice manually in QB. " Added Supplier and Supplier Invoice links for Sybiz Accounting Interface " Add a new option to ActPost setup to allow users to select posting of parts with a $0.00 for inventory and ledger updating when the invoice is set to "Quoted Parts" posting. " Modified QB link to pass rate for invoice item details even when the rate is zero. - This change was due to QB inserting the item rate from its own item list when the rate is not passed and hence override the TSM invoice total. " QuickBooks interface now optionally passes Debtor invoices Cost Of Goods Sold to QB from both Job Card and Contract Job invoices - New QB Setup option to enable or disable this facility " New ActPost Setup option to stop Customer, Supplier and Item synchronisation. Select the NONE option. " New ActPost Setup option to set a default Credit limit for customer created in QB " New ActPost button to set the credit for all active customers in QB to the default credit limit (for those below the credit limit entered) Improved SMS functionality " Added Employee Group SMS button on Job Cards " New Setup - Job Cards 4 option to set status code for sent SMS messages. " New Setup 2 option to Strip Carriage Returns from SMS messages " New Setup 2 option to break SMS messages into 160 character blocks " SMS messages sent are now copied the Job Card audit trail note Enhancements to Contract Jobs " Added Orders buttons to Job Cards Stages screen " New option to restrict receiving orders for closed stages " Completing a stage will now warn you when saving that outstanding order items exist " Ordering Quoted parts for contract jobs now has an option to order quoted parts for all stages on the contract job " Added Bill hours to contract job Stages time grid " Variations Approved status is now a button. - Press the button to approve the Variation - Blank out the approved date to un approve " Contract Jobs Assignments page now shows assignments from all stages / variations on the Contract Job " Contract job stages / variations now include a work performed field - You can now describe what you did in the stage / variation " Contract Job Summary page Parts / Sell Analysis renamed to Profitability Analysis - Accumulated costs on summary page now include Expenses from time sheets as costs " Time Sheet Expenses (Tolls, food etc) now accumulate as actual costs against a Contract Job. " Retention invoices can now include a manually entered comment " Contract Job time sheets now permit the entry of billable hours - Allows for accurate estimation of accumulated sell price based on billable hours rather than worked hours. " TSM Now warns you when ordering an item for a completed stage or variation " Added a new Command Line Parameter to recall deleted Stages on contract jobs - TSM RECALLS Job#,Stage# i.e. TSM RECALLS 60452,2 will recall Stage 2 on Job 60452 " You can now add parts / labour to unapproved variations however you are given visual warnings that it is unapproved " Contract Job Stages now show additional Variation cost information " Added option in contract jobs for parts / labour prices to include tax - New Check box on Job Logging screen - Prices only include tax while adding . editing parts / labour " Contract Job Invoices now automatically calculate stage allocations based on % completed. " Added start time to contract job Job Logging screen " Contract Jobs can now be completed with confirmation if incomplete stages are found. Note: Stages will not be completed Maintenance enhancements " Added "Revision" and "Version" to "Equipment" page of job card. " Adding equipment to a maintenance contract now automatically populates the warranty period " Added in new Setup option to automatically set Billing Customer when selecting equipment on a job from the Maintenance button. - TSM would normally automatically set the Customer ID, Billing ID and Site ID on a job to match the site the equipment was selected from. - It is sometimes undesireable to reset the Billing Customer as you might wish to bill to a specific company. - Un-Setting this option will stop TSM from automatically replacing the Billing ID on the job. the Customer ID and Site ID will still be replaced to match the site the equipment was selected from. " New Quick Schedules option in Maintenance module - Lists all sites and allows quick access to adding / updating schedules from all sites in one screen - Significantly speeds up the time taken to update multiple schedules " New Schedule Wizard added to Maintenance Schedules screen - Quickly add schedules to the selected site - Save your favourite list of schedules for reuse later " Maintenance Contracts Changes - Added a disabled checkbox to Schedules to stop them from appearing in the Create Cards screen. - Added a disabled checkbox to Maintenance Contract to stop al schedules from appearing in the Create Cards screen. - Added Disabled filter to Maintenance / Schedules report filters - Added New checkbox to Make Cards screen to display all or only selected schedules " Added Last day of the Month to schedule Period options " Multiple combined schedules now update the job name with the schedule description of each schedule. " Adding a Scheduled job to a Contract Job now automatically creates an assignment if TSM is configured to do so " New Setup - Maintenance option to clear out the default Swapout site - Useful if you accidentally set the swapout site " New TSM Job Equipment Comments field - The comments field that is linked to equipment is now copied to the Job Card equipment comment field (new field on the Job Card Equipment tab) - Job Card Equipment tab layout changed to allow for new field. There are now 3 tabs and comments appears on the 2nd tab - upon job completion, any equipment comment changes made on the job card are copied back to the maintenance contract equipment they originated from - This allows the ability to see current comments and also a history of comments. - New Setup - Maintenance option to enable this functionality " New Setup - Maintenance option for compulsory equipment installed date " Billing Customer address is now visible in Contact Maintenance if a Billing Customer ID is entered. " Added "Other" field to Maintenance Schedules. - Other field copies any value entered against the Schedule into the Other field on the Job Card created from the Cards option in Maintenance. " Maintenance Contract Equipment page now displays the total number of pieces of equipment logged at the Site - This makes it easy to see how many items of equipment are included in the site. " You can now add new equipment to a linked Maintenance Contract in Job Cards - Previously you could only create a new contract. Any new equipment would ask you to create another contract " Maintenance Schedules reports now remember the Schedule Date range and it is now a date selection like report filters (beginning last month, end last month etc) - This enables this report to be scheduled properly in the report scheduler. " Transferring / copying Maintenance items between sites now has an option to take the Schedules as well " Scheduled Maintenance Reference now passes over to Job Card " New Maintenance Setup option to automatically assign a Maintenance number when creating new Maintenance records - Set this new setup option value to zero to disable automatic maintenance numbers " Added Schedule name to Process Schedules screen " Added new Setup Maintenance option to copy schedule service requested to the work performed field for Auto Invoice and Auto Complete jobs - This allows you to set a job / invoice comment for automatically created jobs " Added default Job Card department to Scheduled Maintenance Schedule Type Setup screen - Any jobs created will use the Schedule Type department if entered " New option to reset all Schedule Type period and next schedule date based on current Schedule Type period - Schedule Type codes maintenance has a new Reset button - All active (non-expired) schedules will have their period reset to the current Schedule Type period - Optionally, the next schedule date can be reset from the last schedule date plus the new period. " Added Auto Complete flag to Schedules to automatically complete the job / stage created by the Schedule " Added auto Invoice option to Contract Job linked Schedules " Enhancements to Products Module " New Product Maintenance Field - Lead time (Days) - Adding a PO item now automatically calculates the ETA from the order date plus the product lead time " Added in Setup - Inventory - System Default price break grid " Put a setup option for product label printing. The default is "None". " Introduction of Trade Price Markup - New option in Setup - Inventory to set whether sell price markup is based on cost or trade price. Even if trade price is selected, cost will be used if trade is zero. - Changing this option in Setup - Inventory will recalculate the sell prices for all products that have a markup % set for them. - Selecting Trade price as the markup will restrict the price break calculations to be based on quantity and not cost. " Add tax code for purchasing parts " Product Price Breaks - New Tab in Product Maintenance - Prices. Moved all price related information to this tab. - New tab in Product Type maintenance for price breaks - Added new Price break grid - Can lookup price breaks by range of cost price or quantity - If a price break is found, the price can be calculated by a markup or by a specific price 1-5 - For example, if a break is found, you could markup the cost by say, 30% or set the price specifically to price 5 - If you have not set any price breaks for the selected product, TSM will look up the Product Type to see if it has a price break set. " Added new Promotional Price code to Product Maintenance - Setting this for an individual part will temporarily force this price to use the selected price code 1-5 regardless of the system default or customer specific price code. - Set this to zero to disable for this Product ID - This is very useful to provide a special price for the item without losing the original price. for example use Price code 5 for special prices and then enable or disable this on a part by part basis as required. " Product Reorder function will now allow you to show parts that do not have a default supplier - New Check Box on top to include parts without a supplier - You must still select a supplier for it to reorder the parts " You can now edit the job number on Parts Used maintenance from the Main Menu. - This allows you to effectively move a part from one job to another - Be aware that moving parts from or to invoiced jobs will not repost any changes to the accounting packages " New Orders button on Product Maintenance next to On Order Qty to display a report of all items on order for the selected Product ID " Added Barcode number to Product Maintenance, search and reports " Added Common Items checkbox to Product Maintenance and Product Search screen - Only shows common items, useful to restrict the number of items displayed. " TSM Product Import facility now audit trails inventory adjustments if you import onhand quantities " Add a product Category in products called Accessories. - Modify Product search and Product reports to include Accessories " Update button on Product Maintenance now creates a Product Audit Trail " Added Option to setup - Inventory to set the Product Bin/Location field to be a free form entry or a List Box " Product screen reorder point and level now no longer is visible if multi-location inventory control is enabled " Purchase Orders enhancements " Added Original non-discounted purchase cost to PO Receipts screen - Displays the original cost you estimated the PO would cost, rather than the actual cost entered " Added View Job button to PO Details screen - Select a PO detail with a job number and press the new View Job button and the corresponding job card will be displayed " New PO Setup option to update Product sell price for non-markup prices upon PO Receipt - There is already an option to recalculate sell prices for marked up items but items without a percentage markup were not being updated - TSM will now optionally update the Product sell price with the non-discounted sell price on a PO using one of the following price codes: - For job linked item, Price code of job billing customer will be used - For non-job linked item (Stock order), price 1 will be used " Added PO Prefix to PO Setup Screen - All automatically generated PO number will now have the prefix entered here. - Leave prefix blank to work as it did before without a prefix - Manually entered PO numbers will now prompt with the Prefix " Deleting a Purchase order item linked to an invoiced job now gives a warning " Adding a Supplier Invoice to an order now defaults the Supplier ID to the PO Bill To ID. " PO Receipt for Summarised purchase orders now put the item description into a parts used note rather than the parts used description - Added Parts Used note to Job Cards parts used screen - This is useful so that you can still se that audit trail of all activity with the summarised PO receipt but not print this on the invoice to the customer. " Entering a job card number on a Purchase Order now defaults the PO department to the job card department " New Setup - Purchase Orders option for default department when adding a Purchase Order " PO Order number search now sorts numeric characters numerically rather than alphabetically - This means that 999 will sort before 1000 which sorts before A123 " New Setup PO option to configure the PO Email subject " New PO Receipt screen option to print labels for Job Linked order items " PO fields Ordered Date, Printed Date, Authorised Date and Required Date are all now Date / Time fields - You can identify when a job was ordered down to the hour and minute. " You can now double click the Job Card number on the PO screen to display that job card " Added Sort order by Product ID or Entry Order to PO Items / Receipts screen " PO Receipts screen now sorted in Product ID order " New Setup - Purchases Orders option to Purchase at Fixed or Last cost. - No longer able to order at average cost as this does not make sense. " Added Employee ID to Parts Ordered screen " Purchase Order Site Address button now includes the Company name in the Delivery Address. " New Setup - Purchase Orders option to warn if adding an order item that does not have a job number - Provides visible warning in case you have forgotten to link a PO to a job which could upset job costings - Only warns you when adding the PO item, not when editing " Purchase order details now allow you to edit the inventory location after saving the order detail - On hand quantities for the original location will be reversed and applied to the new location selected " Receiving Purchase Orders against Invoiced job now gives you the option of cancelling the receipt " Added ability to edit the Received Date on a Purchase Order " Receiving Summarised Purchase Orders for Contract Jobs now puts one summarised entry per Cost Centre " Made the "Exp. Acc." field on "Supplier Invoice" page of "Purchase Order" screen invisible if the supplier invoice is linked to a purchase order. " Added a new ETA field to order details - PO Items Ordered screen updated with new field - PO Items report has a new filter and sort order for ETA date. " New PO Setup option for compulsory Department code " Purchase Orders screen now has Linked Documents " New Purchase Order region field - New region field added to Purchase Order - New region field added to Supplier Invoices - Supplier invoices generated form a Purchase Order will inherit the PO region - New PO Setup option for compulsory region - New Code Setup for region " New Security option to prevent removal / editing of items from a purchase order after they have been received - Add new option to security screen and apply to all security groups - Modify Purchase Orders screen to prevent delete button of received items - Modify Order detail entry screen to prevent deleting / saving entries if received V6.5 Changes Summary * Added RA Number to Job Card reports & search selection screens * Job Card & Contract job reports now have the supplier invoice number available for including on reports. * Summarised order status now saved with each order * Fixed a problem with structure update. * Major changes to Maintenance Contracts * New equipment tab added to job cards screen to hold multiple equipment items - Job Card products moved to Equipment Tab - New job card equipment search if equipment page selected * Added department code to Job Centre sort order * Job Card Make Contract button now displays equipment * Added new Jobs History tab to Maintenance Contracts * Purchase Order receipts screen has a new "Accumulate freight to order total" option. * New user options checkbox to auto start-up report scheduler on start-up of TSM * Job Centre has Escalation Colour option for Stages / Variations * Fixed a problem in purchase orders. When "Update Total" run it was calculating the tax amount incorrectly to include the total amount as well. Any user affected must run "Update Total" after updating to correct their order totals. * New Setup - Jobcards 1 Option to automatically calculate time sheet hours from start / finish time. The default value for this is set on to work like TSM always did but by disabling this option, hours worked and hours billed will never recalculate and will need to be entered by hand. * Adding a purchase order from Job Cards when you can't add multiple jobs to an order now automatically puts job number in order header * Added a new option to make Card to roll forward past schedules to the date of the next due schedule or Today if not found * Assignment automatically created if employee assigned to a job (As link as Linked Primary Assignment option set in Job Cards Setup Screen) * Maintenance Contracts Make Card option now creates assignments if Linked Primary Assignment option selected in Setup * Added hourly overhead to employee maintenance - Hourly overhead added to hourly labour cost but is not affected by overtime * Added minimum mark-up for parts added to a job - New Inventory Setup option for minimum mark-up - New security option to ignore minimum mark-up * Completing a Job Card now automatically completes linked assignments (Sets the Completed Date in Assignment Maintenance screen) * Dragging a job from the Job Centre to the Visual Scheduler automatically pops up the Visual Scheduler into the foreground * New user configurable task bar options. - Press Right mouse click to bring up local menu of options - Select from TSM menu options or external program / file - For TSM menu options, use check boxes to select item to add * New Assignments tab added to Contract Jobs - Contract job assignments no longer have to be linked to a stage / variation * Added Cumulated time to job card plus % of Estimated time * Detailed contract job reports now shows cost prices rather than sell prices * Job cards can now be checked for minimum margin prior to completing the job. - Added minimum margin to Service Fee Codes Maintenance - When Completed button is pressed and Job Service Fee has a minimum margin set, a warning message is displayed if the job margin is below the minimum. - Added a new security option to allow saving a job if below the minimum margin - Added Default Job Service Fee to customer maintenance to allow assigning relevant service fee to selected customers (to automatically set the minimum margin) * Added Supplier sort option to PO Items report * POS invoices now have a new invoice button to ensure that invoice is not posted until you have completed the invoice * Added new Closed checkbox to Purchase Orders - When Closed is ticked, you can not Add, Edit or Delete order items - Added Closed PO's to PO report filter screen * Added new option to Setup - General to confirm any major deletions by typing the word "YES" * Redesigned GoldMine customer search screen displays multiple names to select from * Sybiz interface - blank labour code in setup will use the labour type as the labour part number rather than the setup part number * Added Supplier to Parts search screen * Added Cost Price to Product Alternate Parts screen * Added new Replacement Part to Product Maintenance - If parts are added to a job OR Purchase Order that have a replacement part, you are prompted if you want to use the replacement part. - If the replacement part itself has a replacement part, the system will drill down until the last part is found - Note - Grouped items will not automatically use the replacement part if the old part is part of a grouped item or Bill of Materials * Added Default Sales Analysis code to Employee Maintenance - Time sheets and Parts used screens will now default the Sales Analysis code to the employee value if entered. * Added Schedule history grid to Schedule Maintenance screen * Added 3 counters to equipment under maintenance - This is useful to capture a photocopier count, mileage, usage hours etc. - New Counter Tab for each piece of equipment - Added Counters to Job Card Equipment Page * Job Card site Notes now date stamp when edited - uses the Job Card date stamping settings * The invoice date is now remembered if changed - When manually invoicing a job card and you change the invoice date, the next time you raise an invoice, it will use that new date. - This is useful if creating a batch of invoices for the end of the month when you are already in the next month. - The invoice date will reset to Today whenever you exit the Job Card screen * Added new Consumables option to Product Maintenance and Product Search and report screens. - You can now select a product to be one of Equipment, Spare Part or Consumable * Product Maintenance Product Description now a multi-line memo field * Added new Jobs tab to Maintenance Equipment - You can now view all jobs performed on the selected Maintenance Equipment item - View Job button will display the select Job - Add job button will add a new job linked to this piece of equipment * Added new Applies to: option to Customer Type Codes Maintenance - You can now define which code applies to a Customer, which to a supplier and which to both. - In Customer Maintenance, you will only be able to select the codes that match the selected customer type. * TSM now supports sub-kits. - Any Grouped Item / Bill of Material that itself contains a Grouped Item / Bill of Material will now expand the contents of that item and any sub items of that. * Added 2 new Item Groupings to the Product Maintenance Group tab (in addition to Bill of Materials and Grouped Items) - "Kit item sets Sell Price and other items determine Cost" - "Kit item sets Cost and other items determine Sell Price" * New Product Search option - Entering a Product ID value into the Product ID field in Product Maintenance screen searches for the value entered. * New Customer Search option - Entering a Customer ID value into the Customer ID field in Customer Maintenance screen searches for the value entered. * New Employee Search option - Entering a Employee ID value into the Employee ID field in Employee Maintenance screen searches for the value entered. * Added new Job Type field to Scheduled Maintenance Equipment selector screen * Maintenance Contract Items user defined fields now copy to corresponding field names in Job Card Equipment when Creating regular Scheduled Jobs * Added a new invoice layout for Summarised Labour. - Only line will print totalled on each labour type used on the invoice. * Added new Customer Default Job Type * Added new option to default Sell price to Cost price if no sell price is calculated * New Setup Option to Default Sell price to Cost Price if zero - Should the Sell price of items added to jobs be set to the cost price if no sell price is configured in Product Maintenance - This is implemented when adding parts to a Job Card or a Purchase Order * New Job Card Equipment Report added * Added Book Number field to Job Card Job Logging screen. - Field is searchable, sortable and reportable * Added Other field to Job Card Job Logging screen * Added Reference number to Time Sheet report filters and sort order * Contract jobs can have their own numbering range - New Setup option for Next Contract Job Number - If left zero, will use next Job Card number - New option in Setup - Contract Jobs for auto / manual numbering * Added Descriptive Job Name to Job Card & Contract Jobs screen * Added a new Clear Outstanding Orders option to PO Receipts screen, - Setting this option will clear out any unreceived quantities from the Purchase Order - This is useful if an order is part received and no more is to be receipted. It not only saves you the effort of having to delete the order items, buts acts as an audit trail of the clearance. * Import wizard now has a setup button to set the maximum number of fields to import. - Setting a larger value uses more system resources and slows down the import process * New Build Assemblies option - In Product Maintenance, if an item is an Assembly, Build Assembly button appears in Group Tab. Pressing this button will bring the Build Assemblies screen for this product only. - New Product Pull Down menu option to Build Assemblies. Choosing this option brings up the Build Assemblies screen for all Assemblies * New Build Assembly screen option to print a Pick Listing - Will also automatically build sub assemblies if they are components of a selected assembly * Added a Movements tab to Product Maintenance - Shows all movements for the selected Product ID * New Stock Take option for batch entry of stock take data - New Product Pull Down menu option to Enter Stock takes. Choosing this option brings up the Stock Take Entry screen for all Stock Items * Added a new Automatic Parts Reordering - New Reorder Parts menu option from Products Pull Down Menu - New Reorder button in Product Maintenance - Reorder screen will automatically generate Purchase Orders for ordered items - User can select supplier to order from , defaulting to the product default supplier * Parts used screen now displays the Order # and Supplier * Added posted date to Job Card Invoice page * Maintenance Contract Scheduled Maintenance Rollover Button now asks for completion date This is displayed in the Scheduled Rollover History tab. Note is set to "Manual Rollover" * Added Billing Customer Source to Job Cards screen and report criteria * New PO option when deleting Purchase Orders and Order Items - If item has been received on a job and the job is not invoiced, user has option to also delete the item from the job * Job Card Maintenance Button now enables multiple items to be selected * Job card notes now records changes to Job total if job has been invoiced * Added discount to Job Card parts used screen * Updating the Employee ID in the Job Centre for Job Cards now sets the Job Status Code * New Maintenance Contract option to Link a Schedule to a Contract Job - Able to enter a Contract Job card number against the schedule. - You can enter Estimated Materials Cost and Quoted Materials price - Maintenance Card option will then create a stage (next sequential stage number) against the selected Contract Job - Will use the Setup default Materials and Labour cost centre to add cost centres to Stage generated on Contract Job - Added a new Employee hourly cost to Employee Setup - Uses Employee cost or default hourly cost to calculate hourly cost * estimated hours for Labour cost centre estimated cost and sell price - Contract linked jobs have some restrictions: - -No Auto Invoice option - -Schedule is immediately rolled forward based on the Next Schedule Date. * Clicking on the right side of the Orders (ERS) button in Job Card will now check if the highlighted Job Parts used is linked to a PO and will jump to that PO if it is * Added Supplier Invoice Number to Parts Used entry screen * Site notes entered on Job Cards now display with a red background * Added new Job Card Setup option for compulsory Customer ID, Service Code and Service Requested * Added Site Sales Person and Site Source to Maintenance Contract Report filters * Added Active/Overdue/Held/All to Customer Search Screen filter * New Job History screen pops up in place of the old Jobs warning screen - Rather than just informing you that a job was completed within the last ?? Days, a new screen displaying all jobs for the customer in reverse chronological order is displayed. * Added a new default Mark-up for Inventoried items to Product Setup - Moved default Non-inventoried mark-up from PO Setup screen to Product Setup Screen * Added a Remove Nulls option to the reindex screen to remove erroneous null characters from tables * Added Active Contracts, Current Contracts and Equipment Type to Maintenance Contract Equipment Search screen * New Setup option for Miscellaneous Settings (Replaces Employee Settings tab). * New Setup Miscellaneous Setting to select whether 1st line of Visual Scheduler activities displays Job #, Customer, Suburb or Job Name details * Visual Scheduler Assignment note now displays the first non-blank Phone number in order of Work Phone, Mobile, Job Phone. * Modified contract job financial summary reports to include the estimated cost of variations to the total estimated cost of the stage. * Job Card search screen now renders in status code colours * Added new Product report option for Product Groups (BOM, Kits etc). - 2 new reports for Sorted by grouped item or component * Adding a Grouped product functionality to Purchase Orders module - Added a new option to PO Setup screen - Permit Ordering of Grouped Items with 3 options - Never - Grouped Products will not be exploded on PO Screen (same as current functionality) - Supplier's components - Only the components of the Grouped Product for the PO Supplier are exploded on PO - All components = All components of the Grouped Product are exploded - Adding a Grouped product (BOM, Grouped Item, Kit) to a PO explodes Grouped Product based on the above rules * Added new Maintenance Schedule Replication functionality. Ideal if you want to easily copy all the schedules from one site to another site. - New Replicate Schedule button next to the Schedule List - Pressing the button will display a screen requesting the site information to replicate the schedule to - Schedules from originating site will be copied to the new site. - Ticking the Equipment option will also replicate the equipment linked to the schedules - Change of functionality - Maintenance Contract Equipment Copy function no longer copies schedules. Use the new Replicate Schedule option * Added a new Search option to Grouped Items tab in Product Maintenance * Added a number of new Scheduled Maintenance Summary Reports * Added a new Maintenance Bulk Schedule option. Ideal if you want to quickly add multiple schedules to a single site. - Allows the selection of multiple Schedule Types and then add these as schedules against the current Site * Added display of Schedule Type Rate to Schedule screen * TSM Invoices now have option to print Equipment details - Job Card Screen Invoice page now has a checkbox to include / exclude printing equipment on Invoice - Invoice Setup option to default equipment check box on or off * New Maintenance Contract option to allow for duplicate serial numbers - New Maintenance Setup option to enable duplicate serial numbers - New option in Maintenance Contract Equipment Copy function to select whether to copy serial numbers as well * New option to set default Invoice printing option of each item in Equipment maintenance - New No Print flag in Product Maintenance. Set to disable printing on invoice by default. * Added a product description internal string search option to the Product Search screen * Deleting a BOM / Kit item from a job card now asks whether you want to delete all the components of the BOM / Kit * Deleting a Job Linked Assignment where no future assignments for that job exist resets the Job Status code to the Job Creation default status code. * New Visual Scheduler Right Click menu option to set status of linked job card * Dragging assignments around the Visual Scheduler no longer updates the Job Status unless the Employee Id changes * Added Alt-F2 Popup screen for quick listing of customer database including all contacts - This is useful for a quick lookup of a phone number * Added a new Equipment Swap out option to the Job Cards Equipment screen. - Allows for easy swapping of faulty equipment to a faulty goods location and replacing the job equipment with swap out stock. - New Maintenance Setup option for default Faulty Goods location and minimum warranty period for swap out stock * Default Labour Type added to Job Card reports * New Setup Job Cards 3 option to warn or not warn when saving jobs that do not have an employee assigned * Added Department code to Customer Contacts * Deleting a recurring Assignment now asks if you want to delete the linked recurring assignments * Added a new RESET option to TSM Startup to reset employee saved settings back to default * Removed POS Invoices from Job Card screen and create a new Job Card screen for POS Invoices - New Menu and Toolbar option for POS Invoices * Added a new Scheduled Maintenance Cards option to roll over schedules rather than create a job card - This allows you to easily rollover a batch of schedules in one go - Added a new Check Box column to tag schedules due as being rolled over * Maintenance Contract Scheduled Reports adjusted for new Schedules Structure - Some older Customised Scheduled Maintenance reports might not function correctly * Expired schedules now show Expired label in Red * Added Schedule Type Filter to Maintenance Contract Schedule list * Added Contract Type to Maintenance Contract Report filter selections * Added Supplier ID to Product Search selection options * Added a Schedules List to Customer History Tab * Added End of Current year and End of Prior Year as report options * Added reference number field to Purchase Order header * Added regional support for Ireland & Turkey * Added Default Period and Period Type to Scheduled Maintenance Type Code Fields Setup - Selecting a Schedule Type on a Scheduled Maintenance record will now default the Period and Period Type to the stored value if it has been entered. * Added a new Job Quoted Parts Order screen to select the supplier for all quoted parts being ordered * PO Items attached to a PO that has a job number assigned can now have their job number toggled between the PO job number and 0 for Stock Order - This enables you to easily convert unreceived items to a Stock Order even though the PO is restricted to a single Job Card * Added Totals to Batch Timesheets hours worked and hours billed columns * Redesigned Invoice Report screen layout and added Include Paid Invoices option to main screen * New Setup option to define a dBase expression to include in the customer and employee Email subject line * Added Department code to Purchase Order screen. - New Setup option to Departmentalise PO's - When creating a PO from a Job Card, the Job Card Department code is copied to the PO Header. - Turning on Departmentalised PO's enforces one Job per order - Department code is only set when creating the PO. Changing the department on the job will not change it on the linked PO. * Added Discount and Quoted Price to POS Invoices screen - You can now discount the total or provide your own total, regardless of the total of parts used. - This is good for providing a special price to your customers * Maintenance Cards option now allows you to selectively select by filtered options, changing the filters to select other schedules. - Upon pressing the Create button, all selected schedules, not just the ones currently displayed will be processed. - Entering a new date range or pressing the Reload button will clear out any existing selections * Added Posted date to report options for Debtors report and Supplier Invoice report * Renamed Customer/Supplier Maintenance to Contact Maintenance * Added default Invoice printing options to Customer Maintenance * Contract Job Invoices can now be linked to Stages / Variations - New Setup - Contract Jobs option to - If above option is enabled, Invoice details display Stage / Variation information - Created invoiced must be dispersed completely against Stages / Variations - Stages / Variations screen display total $ invoiced and % or total invoiced * Single User TSM no longer opens files exclusively, allowing add on products such as Accounting Post to work while TSM is running. * Added Default Customer Priority code to the job card contact screen so that you can easily see what priority level they are on. * Changed the way employee overhead / allowances work. - The old method of applying the hourly overhead to all hours was artificially inflating the cost. The hourly overhead and allowance now only applies to regular hours. Overtime hours should only attract the additional overhead of super etc - The current formula (Hours X (Employee Cost X Rate Multiplier) + Hourly Overhead + Allowance) now only applies when the Rate Multiplier = 1 (Normal Hours) - Where the Rate Multiplier is > 1 ( Overtime ), the formula is now (Hours X (Employee Cost X Rate Multiplier) * (1 + Employee Variable overhead %) - A new field Variable Overhead % has been added to Employee Maintenance which allows you to specify a % of the employees hourly cost to assign to the overhead for overtime * Added display of Time Sheet comment to full Job Card screen * Added a new Code Table Time Sheet property to Force Billable Hours to Zero - This is useful when logging unbillable hours where even though the billable rate is zero, billable hours are being entered and skewing the billable hours calculation. * Added new option to Customer Maintenance to define the Discount as a discount off the sell price or a mark-up from the cost price - Adding parts to jobs / orders will now calculate the sell price based on how this flag is set. * All BOM / Kits in Inventory Maintenance can now be Stock or Non Stock items except for Grouped Items which must be non stock * New options to automatically load all equipment for the Job Site Customer or Customer onto the job card when manually adding a new job card - New Setup Jobcards 1 Option - Automatically add all site equipment for non Scheduled Jobs * New Security option to Edit Invoiced Date * New option to archive emailed PDF attachments - New Setup General option to keep PDF attachments - If enabled, a subdirectory called PDFARCHIVE is created with subdirectories under this for jobs, invoices and purchase orders. Each directory will be prefixed with J_ for jobs, I_ for invoices and O_ for orders and then have the respective job, invoice or PO numbers. Any files found in these directories will automatically link to their respective linked documents tab * TSMPalm now displays the site address on the job card rather than the Customer's address * Added Serviced date to Job Equipment * Switching from job cards to Contract jobs and vice versa via job search function now considerably faster - New Setup Option to open a new job window when searching * Job Card priority due date / time calculation now optionally calculated from Job logged date or job received date. - New Setup Up Job Cards 3 option to select method of calculation * Added mark-up to Contract Job Stages Cost Centre entry * User Defined Fields can now have an expression assigned to them. - Field will no longer be editable and will recalculate each time the Form it is on is refreshed * New Job Centre option to include Job Cards only, Contract Jobs only or Both. - Useful to filter out jobs cards from Contract Jobs - Only available in the Job Card view, not the Stages / Variations view * Added Estimated End Date to Job Card report filters * Added Employee Colour to Employee Maintenance - Visual Scheduler will permanently assign this colour to the selected employee. - Any employees not assigned a permanent colour will be assigned one of 16 standard colours. - It is possible that two or more employees will be automatically assigned the same colour * Added Job Name to Visual Scheduler display * Contract Job Assignments no longer must be linked to a stage or variation. - This permits you to create any tasks for the contract even if they are non stage specific * End of day function has added functionality - Able to select a lunch period and lunch labour type and Lunch will automatically be added for each day that does not already have lunch type labour - Able to determine whether lunch entries should go in with a positive or negative number of hours worked. Negative is useful for adjusting down a full work day from 8 hours to say 7 hours if 1 hour lunch was not included. - Time entries will now be generated even if there are no other time entries on a specified day * Eye Command Line Utility replaced with a completely new utility (similar functionality) * New option on Full Job Card Job Details page to how / hide time sheet comments. If hidden, extra time sheet comment lines are displayed. * New option to convert jobs to Contract jobs. - New convert button on Job Cards screen - New Security option to enable converting jobs to contract jobs * Added new Job Card Note field to job cards. - Pressing the Job Card Note button now displays the job card note, not the job Audit Trail. - Pressing Right Mouse button on the job card notes button will now display an uneditable job card audit trail. * Added additional allowances to time sheet file - Includes tolls, meals, hotels, mileage etc. - Added a new option to Purchase Orders to determine whether freight includes or excludes tax. - This value defaults to the corresponding value in the PO Setup screen but can be changed for each order * New Job Cards Security option to disable editing of job billable / unbillable status on Invoicing page and Contact Maintenance * New Security option to Change passwords for everyone bar supervisors - Please ensure that you check all security groups for compliance to security policies * Added new Debtors Letters for all outstanding invoices * New Security option to view Job Cards Audit Trail * New Job Type Setup option to specify Employee Training / Qualifications required. - Added new Code Type for Training / Qualifications - Added Training / Qualification code to Employee Maintenance Screen - Added List of training / Qualifications to Job Type Codes Maintenance - Assigning an employee to a job or adding time sheets for an employee that does not have the prerequisite Training / Qualifications FOR the selected Job Type will display a warning message with the option TO accept OR decline. Qualification checks also look at the qualification expiry date. * Added Training / Qualifications to Employee Search Screen * Added Authorisation date to Purchase Orders - New Authorisation security option in PO Setup to set PO Authorisation - New Authorisation security option in PO Setup to allow printing / emailing of unauthorised Purchase Orders - Added Authorisation date to PO Reports screen - Added checking to the Print / Email button in Purchase Orders to check for sufficient security to print / email if authorisation date is not set * New Security option to add Job Notes * New Setup Option for Job Card Other field to be a data entry or pull down list field V6.08i 07/06.2004 * Fixed a problem displaying Point Of Sales Jobs V6.08h 27/05/2004 * Fixed a problem adding in Contract Job invoice details V6.08g 25/05/2004 * Fixed a resizing problem in gateway programs. V6.08f 13/05/2004 * Fixed a potential problem in the Visual Scheduler displaying assignments in the Employee View if unassigned assignments were selected * Minor performance improvements in Job Cards V6.08e 15/04/2004 * Fixed a bug in import from MYOB module. Was not using the file structure for Premier 7.5 and Acc.Plus 13.5 * Fixed a problem with the Product Update tab * Fixed an obscure problem in Customer Search causing a program error message V6.08d 02/04/2004 * Emails sent via GoldMine were not sending attachments if sent via the TSM Report screen. * Fixed up a number of report files that were displaying incorrect Delivery and Service fees when jobs were quoted * Added a new default account for "Freight Paid" for PO in QB 2002 and prior versions. * Modified QB 2002 post to minimise the chance of getting product accounts blanked out by non-matching accounts. * Fixed a problem with End of day when time went to 59 minutes (i.e. 09:59) V6.08c 23/03/2004 * Modified generic import module to recognise codes imported via ActPost. * Updated MYOB Posting to work with Premier 7.5 and Accounting Post 13.5 V6.08b 19/03/2004 * Reduced time to start up TSM Login Screen * Fixed up a sorting issue with Parts Used Summary reports V6.08a 16/03/2004 * Fixed a problem in calculating the total estimated cost of variations in contract jobs. It was not resetting the total estimated variation cost and hence building up the cost. * Supplier Invoice Order Number entry re-enabled if you are not linked to an Accounting Package V6.07k 09/03/2004 * Fixed a problem loading the Job Centre introduced in the previous version * Maintenance Item Serial Number increased to 20 Characters * Fixed a problem where the Invoice last pay date was set to Today's date rather than the Cash Receipt date. V6.07j 05/03/2004 * Fixed a problem with the Update button in Product Maintenance V6.07i 01/03/2004 * Prepaid time now permits zero quantity of no labour type is selected * Job Card and Quote reports now correctly show all parts and are related correctly to the corresponding product record - Minor layout corrections to standard Quote reports V6.07h 26/02/2004 * Fixed an obscure error popping up in Job Centre * Fixed a problem with TSM Security whereby employee reports could be printed even if security for this was disabled V6.07g 25/02/2004 * Fixed a Purchase Order display problem when scrolling with many Order Details * Fixed a quoted parts order receive problem to allow allocating parts after it is received into inventory instead of receiving into job. * Fixed a problem automatically refreshing Job Centre colours when returning from Job Cards * Fixed a problem in QB 2002 link for Supplier invoices and contract invoices. - It was causing an error on QB side when a contract invoice had line details with no value assigned to it. - It was causing an error on QB side for supplier invoice line details that would not balance due to rounding beyond second decimal point. - Add code to copy the import file into a txt file called dmy_trns.txt for future diagnostic purposes. * Batch Time Sheets now correctly setting the time cost - New TSM Startup Parameter "TIMECOST" to update all time sheet costs with the employee costs where no cost is entered V6.07f 18/02/2004 * Backup process now checks if backup file exists in output directory * Fixed a bug in "Receive Order". Receive process was reducing 'on order' quantity twice when item received with a docket first and with a supplier invoice later. * Fixed a box expanding problem in Purchase order report layouts. * Put a restriction input mask in customer and product ID fields. * Customers with an invalid Invoice payment due terms now have their invoices aged according to the default Payment terms, rather tan ignoring payment terms. V6.07e 13/02/2004 * Import routine now correctly displays progress * Fixed a problem with quick job search (entering a job number in "Job Number" field). When a contact job number was entered in service job screen, it wasn't only bringing a contract job screen with the searched job but it was also bringing a new service job screen on top of it. * Fixed a problem selecting "Process New Entries" on the Time Sheet report screen to enable "Apply Contract Invoiced to Stages / Variations" V6.07d 09/02/2004 * Fixed a problem setting the TO value in a report criteria when using the BETWEEN option * Product reports default sort order is now ascending * Changing the status code on a job card now updates the Job Centre colour when exiting the job card * Fixed a problem with the report scheduler freezing TSM V6.07c 02/02/2004 * Fixed a display problem when deleting Assignments * Fixed a problem printing multiple parts used & Time Sheets on the Contract Job Stages report * Fixed a problem adding/editing assignments from Contract Job Stages when a Save or Cancel was pending * Fixed a problem rolling over Scheduled Jobs when schedule period was in days or weeks * Job Cad Purchase Order Summary report now sorting in PO number order. V6.07b 28/01/2004 * Fixed a problem in QuickBooks Account Link customer, supplier and item update. - Due to a bug in QB link library it was duplicating inactive records. Now inactive records are excluded from updates. V6.07a 22/01/2004 * Fixed a problem selecting Job Cards in the Time Sheet entry screen * Fixed a problem with the Update button in Product Maintenance V6.06i 19/01/2003 * Fixed a problem with the registration system that gave an erroneous message that the program will stop working * Improved EYE.EXE program - Better error handling V6.06h 16/01/2004 * Fixed a problem in MYOB posting in Journal option. It was posting the service fee even when it was part of quoted labour. V6.06g 15/01/2004 * Fixed a problem editing parts used when no stock is available which would complain that insufficient stock was available * Editing an assignment no longer changes the Job status unless the Employee ID changes * Fixed a problem with some report sorting when other windows were open V6.06f 07/01/2004 * Fixed an Error "Cannot Access the Selected Table" in Job Centre screen * Fixed a problem with the internal memo checking routine * Fixed a problem with Code Type Report filters * Added Invoice Date range to time sheet reports only useful for Job Cards time, not Contract Job time sheets) V6.06e 23/12/2003 * Fixed a problem displaying companies in Job Centre when the linked job card did not have a company name entered * Removed the Utilities Check option from the Security Setup screen V6.06d 19/12/2003 * Fixed a problem displaying Quick Jobs V6.06c 17/12/2003 * Fixed a bug where contract jobs could accidentally be deleted * Product cost prices no longer being updated if Fixed Price method is used * Fixed a bug in invoice printing from the job card screen. V6.06b 15/12/2003 * You can now add an order number to a Supplier Invoice if it is a Credit (Invoice Total is negative) V6.06a 12/12/2003 * Modified contract job financial summary reports to include the estimated cost of variations to the total estimated cost of the stage. * Job Centre colours update immediately when status code changed * Fixed a problem editing a newly completed job when the Outstanding Jobs checkbox is selected V6.05a 11/12/2003 * TSM Should now be compatible with Adobe Acrobat 6.0 * Fixed a possible problem pressing the left hand orders button on Job Cards under rare circumstances V6.05 (Same as 6.04n) * Order number no longer able to be entered in Supplier Invoice entry screen. * Fixed a PO items ordered display problem when saving an order * Improved speed of Cash Receipts module when there are a large number of Cash Receipts - Invoice search screen now uses the normal Invoice search screen, no longer a pull down list * Speed improvements in Cash Receipts screen * Fixed a problem display Logical user defined fields in 2nd and subsequent screen columns * Job Card security to disable editing of invoiced jobs no longer applies to Contract Jobs as it could have multiple invoices * Fixed a problem supplier invoice * Added new Dispatch security option to TSM Security - You can now set security on Job Centre and Visual Scheduler * Added new Contract Jobs security option in Job Card security V6.04m(7) 21/11/2003 * Fixed a small Job Centre problem introduced in the last version * Fixed a rare problem updating the Job Card number on Purchase Orders * Maintenance linked documents now correctly appear in Job Cards V6.04m(6) 17/11/2003 * Significant speed improvements with large data files - Orders Screen - Product Search - Customer Search * Visual Scheduler now shows the Customer Name as the first line of entries on the calendar * Fixed a screen redraw problem when editing PO items and returning to the PO screen * Fixed a possible (obscure) problem when cancelling edits * Fixed a problem whereby editing the job number on time sheets for Contract Linked jobs would cause a dummy stage to be created on the Contract Job * Fixed a problem in the Job Centre whereby filters based on the Customer table were not working properly V6.04m(5) 07/11/2003 * Added Posted date to invoice reports selection criteria - Use the posted date to list all invoices posted to your accounting package on the selected date - This is a much more accurate method than using an invoice date range. * Creating jobs from Maintenance Contracts no adds the correct Sales Person to the job V6.04m(4) 07/11/2003 * Modified MYOB Post to: - send billing address, if any, as the first address and shift ship to address as the second address to MYOB - send the ship address of the purchase order if there is a purchase order linked to the supplier invoice otherwise send the default PO ship address or company address from setup. * Fixed a security issue with Importing Data V6.04m(2) 04/11/2003 * Fixed a problem setting default PO Item mark-up percentage on items that do not exist in TSM parts database * Speed improvement when editing a Job Card invoiced date * Fixed a problem where saved reports would no load properly * Fixed a problem where time sheet tax codes could change when editing time sheet entries * Fixed a problem where time sheet entry might not correctly set the default labour type when a default employee labour type entered * Purchase Orders will now automatically save the P if the Add / Edith Items button pressed * Assignment Overlap message would not display of start time was the same as the overlapped assignment * Customer Search now correctly places cursor in Search value when initiated * Fixed a display problem with time sheet column width for hours / bill was too narrow to display time sheet durations over 9 hours * Fixed a problem remembering the last sort order from the Maintenance button on Job Cards * Inventory cost figures now have decimal places * Added a new Time Sheet Summary report for invoiced jobs in an invoice date range V6.04l 23/10/2003 (4) * Fixed the "record already in use" error in Batched Time Sheets * Fixed a problem where it was possible to lose Job Card note information if another user was viewing the same job card * TSM Security improved in the areas of controlling access to Utilities and restricting access to Contract Jobs * Fixed a possible record in use problem when cancelling Job Card changes (1) * Fixed a problem calculating retention amounts when a contract job invoice was cloned (2) * Fixed a problem adding products from the Groups Tab in Product Maintenance (3) * Fixed a problem when editing multiple contacts on a Customer Maintenance record. V6.04k 02/10/2003 * Added default Labour / Inventory Sales Analysis code to Sybiz Vision Setup Screen - This code is used if the Time or Parts Used sales analysis codes are left blank - Labour type description now passed to Sybiz * Job Cards for B5 Size now supported * TSM now more effectively repairs memo file corruptions * Fixed a problem setting result and activity codes in GoldMine Setup screen V6.04j 22/09/2003 * Added product image path to image screen * Fixed a problem searching for user defined fields * Fixed a problem saving in Setup (very rare) * Fixed a problem closing down job cards (very rare) * User Defined Fields now display 2 columns and allow you to Right Click to set up the codes if a lookup field. * Fixed a problem with scheduled maintenance rollover correctly calculating the rollover date if schedules are in units of days or weeks V6.04i 14/09/2003 * Grouped items added to jobs now use customer price level, not price 1. - Grouped items now also respect customer discount product matrix V6.04h 05/09/2003 * Fixed a problem creating maintenance contracts from Job Cards * Updated the error system to report missing logo files in customised reports * Updated the error system to report Disk . Network errors affecting TSM * Various minor bug fixes * Added a new Invoice button to POS invoices. - You now need to press this button to generate the invoice once the POS invoice is completed. - This ensures the POS invoice is not posted to the accounting package until it is completed V6.04g 01/09/2003 * Fixed a problem whereby you could not click on the 2nd Variation in the list on Contract Jobs * Fixed a problem where cloned Contract Job invoices would not post to the accounting package V6.04f 25/08/2003 * Fixed a problem creating Maintenance Cards when a schedule type with an attached product ID was assigned. * Some changes to the way the GoldMine link works with User Defined fields - field data no longer comes back from GM to TSM. * Fixed a problem with Contract Jobs including only the total of one variation if multiple variations included on the Contract - Updated various Contract Reports to more accurately depict Estimated sell and cost prices * Fixed an obscure problem when setting the "Between" option in report filters * Receiving a Purchase Order item to a Job now sets the parts used date to the date the order was received - not the job due date. * Fixed a problem changing the city/pcode/zip on the Quick Jobs screen * Fixed a problem saving Quick Jobs * GoldMine customer search no longer skips first matching record * Updating totals now picks up floating Cost Centres and reattaches them to stages / Variations V6.04e 13/08/2003 * Fixed a problem where the Job Card number could change after adding an assignment. * Added Work phone and mobile to TSMPalm * Assigning an employee in the Visual Scheduler now correctly sets the Job Status Code * Grouped items now correctly apply customer discounts * Fixed a problem adding appointments within GoldMine Link * Fixed a problem printing out a Supplier Invoice report from the Purchase Orders screen * Fixed a problem viewing the job card from the Customer History invoices tab V6.04d 01/08/2003 * Forms can no longer be closed via the X close button * Fixed a problem with the TSM installer whereby indexes would not correctly be created V6.04c 15/07/2003 * Fixed a problem introduced in 6.04b * Customer History button error fixed * Job add, Delete and edit security now recognised properly by Job Cards Lite, Single and Quick * Job card numbers > 9999999999 automatically restart from 1 * Editing customer notes in the expanded window no longer gives an error message * Suburb / postcode on the job cards now respects Setup state restriction * GoldMine Link now only updates Email address if address is not blank * Added record unlocking to GoldMine link to bypass GoldSync hang-ups * Fixed an invoice report bug where as the Inc. Tax Amount was showing the amount less the rounding when "Rounding" was ticked. V6.04b 14/07/2003 * A number of minor internal fixes V6.04a 03/07/2003 * Report name now displays when a report filter is loaded or saved * Scheduled expiry date now expires schedules where the expiry date <= the next schedule date (used to be less than only) * Schedule expiry date can now be set to any date * Auto invoiced schedules no longer rollover a 2nd time if completed date cleared out * Job invoice inclusive total correctly shows inclusive not exclusive price (this was only a screen problem). * Error message when editing a part on a job has been removed * Quoted parts on job card now display correctly on the first job displayed * Fixed a potential problem where job numbers reset to 1 * Logged employee added to Job Card report screen * Fixed a problem in add part where the sell price was not calculating correctly when the inc. tax flag set. V6.04 01/07/2003 * Internal release for July password * Changes to Job Card notes field now save correctly (intermittent problem) * Fixed an intermittent problem setting filters in the Job Centre * Added a new Tax rounding options to job card - New Setup option to automatically set the rounding option on new job cards - New Rounding value on a job card. If the auto rounding checkbox is not set, you can manually enter a rounding value into a Job Card, otherwise the rounding will automatically be calculated. * Added Email button to Quick Job Cards * Adding a customer from Job Cards no longer sets the middle name to the surname * Fixed a percentage rounding error in Job Filer Job Card printout * Importing products no longer doubles on hand quantity V6.03e 27/06/2003 * GoldMine Setup now has a new Email option to configure the From address to be yourself or the System default company email address * Added minutes / seconds to the PDF file name * Added Hourglass to GoldMine Customer search should lengthy delays be experienced * Field tab order in job card screens adjusted slightly * Saving a report name no longer duplicates the same name multiple times * Purchase orders now correctly restricts adding multiple job items if the Setup option restricts this V6.03d 23/06/2003 * User defined fields lookup option now available for all tables, not just Job Cards * Fixed a problem in purchase orders. When "Update Total" run it was calculating the tax amount incorrectly to include the total amount as well. Any user affected must run "Update Total" after updating to correct their order totals. * Memo error code fix adjusted to work more efficiently * Fixed an error when loading a report filter and then pressing the cancel button if a previous filter had been entered * Fixed an import part/customer problem. It was changing the selected table to import to when "On Hand Quantities" section answered. * Add bin no to "Product Import" utility as a new field. * Fixed a display bug in Setup screen. It was not showing the right tax values for Labour & Part Tax Codes at the start up. V6.03c 12/06/2003 * Cash Receipts keep focus on cash receipt screen * Maintenance contract Make Card option now puts contract / site contact names & phone numbers onto created job card * Job Centre popup on start-up now correctly starting up * Changing employee on Job cards now no longer pops up the add assignment screen unless Primary assignment option selected in Setup * Maintenance Contract Site address now correctly displays on screen and correctly posts through to generated schedule jobs * Fixed a problem in parts used report. It was printing the quoted parts. * Fixed a problem in creating accounting link transaction. It was not by-passing this option properly for Australia. * Time sheets now correctly calculating GST on job cards * Customer Address search now correctly working when Customer / Supplier option selected * Job Centre now correctly displays certain troublesome memo fields (service requested, work performed etc). * Customer history invoices tab now correctly displays tax inclusive price V6.03b 11/06/2003 * Statements now printing properly * Purchase orders supplier invoices must now have an invoice number entered * You can now correctly change the tax code on the time sheet entry screen V6.03a 10/06/2003 * Job Centre Escalation now sorting correctly V6.03 06/06/2003 * Fixed a problem in Scheduled Maintenance where an error screen could occur * Inactive labour entries are no longer sent to the Palm Pilot * Added new on order for stock total to Product Maintenance - Reorder report now takes into account purchase orders for stock * Released TSM API 1.0a Beta - TSM_REPLACE function now automatically checks and adjusts the data type passed to avoid data type mismatch errors * Added date / time to the PDF file name * Sending an email where no email address exists no longer puts an @ symbol in the email address * Added Called in by to Job Cards Quick * New "Include Contract Jobs" option in Job Centre to include / exclude contract jobs from the job card list * Purchase ordered items with customer discounts now calculated correctly V6.02k 03/06/2003 * Replicating job cards now recalculates job total * Fixed a problem where selecting the Job Details tab in job Cards could select the wrong job * Fixed a problem printing scheduled maintenance report when using predefined date ranges * Fixed a problem in MYOB Customer import for Premier 7.0 and Accounting Plus 13.0 It was complaining about a field name and would not match the fields properly. V6.02j 01/06/2003 * Added new department sort order to Job Centre * Fixed duplicated hot keys in Customer Maintenance * Cash Receipts now show order number * Fixed a screen glitch * QuickBooks posting now checks if GL account number used is valid and uses the default value if it is not * Adding jobs now correctly positions cursor in Customer ID field V6.02i 27/05/2003 * Fixed a version 5 - 6 conversion problem where assignments for contract jobs were not linked to the correct employee. * Status bar removed from bottom of the screen * Fixed a minor problem printing scheduled maintenance report V6.02h 26/05/2003 * Fixed a problem updating on hand levels when deleting items on purchase orders * GoldMine Link fixed a problem creating spurious contact records when additional TSM contact records found * GoldMine Link fixed a problem updating additional contact records in GoldMine * Contract Jobs now rolls back retention amounts when deleting a retention invoice * Fixed a problem issuing stock when multi-location inventory enabled * Fixed a problem setting the correct start / finish time on assignments * Fixed a problem adding quoted parts to a job card V6.02g 23/05/2003 * Product Reorder report - Reorder Due option was not visible when the screen was small * Fixed a problem where some rare occasions, scheduled jobs might not be generated. * Fixed a problem refreshing the date & start / finish time on the Assignment Maintenance screen when navigating through multiple assignments * Fixed a problem with structure update. * Fixed a problem receiving in supplier invoices V6.02f 20/05/2003 * Added colour coding to labour types. * Fixed a problem printing both parts and labour on detailed quotes * Fixed a problem printing out detailed job cards with manual entries where it could span more than one page. * Fixed a minor problem when invoicing job cards V6.02e 13/05/2003 * Fixed a problem with the Maintenance Button on Job Cards where it would not always let you choose an item * Customer invoice history now correctly displays invoices for the correct customers * Fixed a problem displaying logged in users under obscure conditions * Fixed a problem searching for suppliers in Customer Maintenance * Maintenance contract item description now displays the item details when a non-inventory part number is used * Added Bin # to inventory locations * Selecting the Maintenance button from job cards now restricts the display to items only for customer, bill customer and site id entered (all items if these are all blank) * Added an add job button to the Customer Maintenance history screen which adds a job linked to the selected item. * Fixed a problem sending SMS messages from Assignment Maintenance * Fixed a problem correctly displaying parts used on a job card * Fixed a problem with totals on the Employee Productivity report for the last record displayed V6.02d 08/05/2003 * Added a new option to the Visual Scheduler to display / hide completed assignments * Internal changes V6.02c 07/05/2003 * Fixed a problem in Contract Jobs when changing the Site ID and having it setting the correct phone numbers * Various minor internal fixes V6.02b 05/05/2003 * Added a new History Tab to Customer Maintenance - Items under Contract - Job History - Pressing the view button will launch the corresponding maintenance contract / job card * Fixed a problem adding parts to a job under a rare situation * Fixed a problem when editing Supplier Invoices (sometimes) * Fixed a problem with international regions in Setup V6.02a 01/05/2003 * Changed slightly the way Purchase Orders searches by order number - under some circumstances, * Completing a job that has outstanding purchase orders now warns you as it already did when completing that job. * Added a new Job Cards setup option to decide whether the Customer home phone or work phone should go onto the job card * Fixed a stock on hand problem receiving in multi-location purchases * Fixed a problem setting the correct company name on job cards created from the Scheduled Maintenance Cards option under certain circumstances * Fixed a problem where time used on jobs with a Priority Code that was set not to charge for time would still charge out the time * Added a 2 new security options to edit / delete supplier invoices whether posted or not posted to accounting package * Added a new security option to disable receipting more than the order quantity on a PO * Fixed a problem setting the tax code when assigning an item based on the Customer Priority Matrix * Fixed a problem printing certain time sheet reports from the Report Scheduler * Dated backups now create sequential file names for multiple backups within the same day * Added a new switch in Maintenance Setup to select whether the logged date of a scheduled job is set to the creation date or the next schedule date. * Fixed a problem adding linked documents to Maintenance Contracts * Fixed a problem where job card deposits could duplicate to the next job * Fixed a Job Centre problem when first run. * Fixed a problem with Purchase Orders where the New button would have to be pressed twice when TraSer was enabled and no items were yet on the PO * Fixed a problem resizing column widths in pull down code fields * Fixed a problem with the report scheduler getting stuck on a user acknowledgement when no matching records were found * Fixed a problem where the Visual Scheduler would not move assignments correctly when in Employee View * Added Location code to Locations 1 Tab in Product Maintenance * Fixed a problem in Visual Scheduler reassigning schedules to other users and having this information flow back to the linked job card * Removed an erroneous warning message when adding parts to an invoiced contract job. * Fixed an error condition occurring when changing the employee assigned to an assignment and that employee has a default labour type different to the job card default labour type. * Fixed a problem with new users running the Job Card History button * Added Asset Number to Job Card search screen * Fixed a problem accurately displaying the last date a job was carried out for a customer * Fixed a problem sorting Job Counts report - it was sorting on company name, it should have been sorting on Customer ID * Fixed up invoices to print without gaps when the "don't print on invoice' line option is selected * Fixed a problem where Job Card default priority is not being set correctly after selecting a job customer ID * Job Centre now displays the company name from the Customer file if the company name in the job card is blank * Jobs created from the Maintenance Make Cards option now store the prefix in the job card (and the prefix displays on the Make Card screen) * Fixed a problem with User Defined Fields causing an error if run twice in a row. * Added Commenced Time to the Job Centre Column, sort and filter screens * Job Card notes can now be edited (security permitted) even if job card is invoiced and user does not have rights to edit jobs that are invoiced. * Fixed a blank line printing within the billing address on invoices * Added a new Batch time entry module to Time Sheets on Main Menu * Fixed a problem searching for Job Cards by Customer ID (and others) * Searching for a Job Card from Contract Jobs or for a Contract Job from Job Cards now launches the job selected (it was ignoring it) * Prepaid time now supports 1 decimal place * Fixed a problem updating on hand quantity when receiving items with Multi-location stock control enabled * New Job Card Status code trigger on setting the job as a Quote * Fixed a problem sending SMS messages from the Assignments screen * Fixed a problem printing an Inventory Value report called from within the Product Maintenance screen * Added Job Date and Status Code to Job Centre screen to enable updating the values * Added ex tax total to invoice register * Fixed a problem exiting Employee Maintenance with the X button after searching for employees from Job Cards. * Fixed a problem searching for customers of type "Both" from job cards * Fixed a problem backing up to a directory that contains a space in the name * Code fields increased to 20 character * Changing the Employee on a Job Card no longer pops up the Assignment screen when the Linked Assignment option is not selected in Setup * Fixed a problem printing maintenance contract reports via the report scheduler * Added Quoted parts to Contract Jobs with similar functionality to Quoted Parts in Job Cards * Added Work Phone, Mobile & Email to Customer Search Screen Palm Interface V2.08 * Palm interface now carries over QuickTime clocks after a Synchronisation * Palm interface now supports Contract Job Stages V6.01e 04/04/2003 * Fixed an error introduced in version 6.01c in customer maintenance screen. It was giving an error as "Variable 'CODEVAL' is not found." when "General Info" tab clicked. V6.01d 02/04/2003 * Fixed an error introduced in the last version when editing parts used on a job card V6.01c 01/04/2003 * Fixed a problem with on hand quantities when receiving PO Items and QuickBooks was enabled * Fixed an error problem with linked documents * Quoted parts can now be selected from any location when multi-location inventory control is enabled * Fixed a tax issue with summarised purchase orders V6.01b Internal Release * Maintenance Contracts now have a linked documents tab * Fixed a problem updating the list of locations when issuing parts from inventory * Added middle name to Customer Maintenance Screen * Added Job Card security option to disable editing the logged by field * Added a new option to Purchase Order Setup to force the PO module to add a new PO each time you enter the module * Fixed a problem in Maintenance Contract reports when printing a contract with an item that has a long comment * Fixed a problem changing the priority code on a job card that does not have a default labour type assigned * Fixed a problem redrawing the screen after deleting a job card * Creating a scheduled Job Card where the Schedule Type has a Service Fee part number now correctly Bill of Materials / Kit type items V6.01a 24/03/2003 * Fixed a problem adding time sheets * Supplier search screen now defaults to supplier (instead of both) * A number of other minor fixes V6.01 18/03/2003 Initial release of TSM Version 6.0 V6.0 * Each use of TSM on a workstation uses up a license count * Completely changed user interface - Multiple screens open at once - Outlook like menu bar on the left - Pull down menus - Shortcut menu for Job Cards * New start-up splash screen * Removed path info from Setup * Added open screens toolbar * Right mouse click to set small / large icons in toolbar * Security no longer compulsory * Added a new option to convert quoted parts automatically to Purchase Orders * Added a new Utility option to log out all users * Popup Scripts now has a Keyboard / Clipboard option * Popup up menu replaced with TSM task bar * Visual Scheduler now a separate screen * Full job cards now available in TSMLite * Right click menus * Right click edit menu in memo fields * Added unassign option to Visual Calendar * Form size and position are remembered. * Added Invoice Terms option to debtors report * Cash receipts reference no longer compulsory field * You can now delete an order with details as long as all the order details have been received * Escalation monitor now separate screen and renamed to Job Centre - Job Centre now allows user defined filters - Job Centre now includes field selector - Job Centre now includes Add Job, View Job, View Customer buttons * New Setup option for background logo - Bright, dimmed or Custom. Custom allows you to have your own background. - Settings are user specific * Status bar appears at bottom of screen * New Setup option to pop up Job Centre automatically on TSM start-up * Print to Screen now uses Adobe Acrobat Viewer (Note if TSM printer is unable to be installed, you will be warned and normal print preview will occur but you will not be able to view other screens while previewing the report) * Double click any date sets value to today’s date (even if date already entered) * Prepaid time now allows allocation by value as well as quantity - Reorder point by value - Reorder report by value * Prepaid time now support incidents * Added Result Code for GoldMine history record - New Result Code added to GoldMine Link Setup screen - Result Code takes its values from GoldMine Lookup.DBF - Initial Value before a GoldMine link is run is "CAN Cancelled, COM Completed, SLE Sold!" - After a successful Process run, these values will be initialised to the actual values from GoldMine - Result Code added to Job Details screen on Job Cards * Initial installation of TSM now includes a user called ADMIN. Installation documentation has been modified accordingly. * Changed order of buttons on standard Tool Bar - New, Delete, Save & Cancel buttons moved to beginning of toolbar, Navigation buttons moved right. * Changes to job details via the Visual Scheduler now force the job card to redraw if it is open. Any outstanding changes to that job card will not be able to be saved. * Purchase Orders report now has a new section added called PO Items - Purchase Orders now have a summary orders report that includes the order header but excludes order details. - Existing Order Detail reports moved to the new PO Items category. * Job Cards Lite and Single have a redesigned customer display section at the top. * Billing Customer now has a contact name on the Job Card * Scheduled Maintenance screen now displays last job schedule was completed on * Added a new PrePaid time button to Job Cards to show available prepaid time for the job customer * Added Status code filter to Visual Scheduler unassigned jobs list * Quick Jobs now has navigation buttons similar to Job Cards * New option "End of Day" added to Popup Menu - This option automatically fills in any gaps in time sheets for a nominated employee for a selected date range * New Time Sheet management summary report * New Job Card Summary Service Request Report by Status * New start-up parameter "SHUTIMMEDIATE" which shuts down TSM without 3 warnings * Added new Age in minutes to Job Card report selection * Added new field to Job Card - Alert Due - Added new Job Card Report selection - Alert Due (Alert date = today and alert time <= current time) - Added new Escalation sort order by alert due * Added a new field to Job Card screen - Call logged by * Added a new option to Date based report filters for special dates: - Today,Yesterday,1 Week ago,2 Weeks ago, Last Month,3 Months ago,6 Month ago, This Year, Last Year, Tomorrow, Next 1 Week, Next 2 Weeks, Next Month * Added new Setup Option to Maintenance Contracts Setup to allow Prepaid time to go negative (overdrawn) * Added Total $ Sold column to Contract Jobs Cost Details page * Options screen now remembers Toolbar position and icon size as well as whether Job Centre screen should automatically refresh itself * New Job Card Setup option for minimum fee to ignore parts total * Logged in users now automatically refreshes * Multiple employee assignments implemented - incomplete - Visual scheduler completely rewritten - Drag and drop implemented form Job Centre to Visual Scheduler - up to 28 columns available in month view * Added Reorder point to Add Product Details screen and reorder quantity to Add ordered parts screen * Added USA based postcode / Zip codes * Stage Description now available from a pull down list. * Replaced internal Calendar with external calendar * Added colour picker to Job Card Status Code setup - Visual Scheduler shows job linked assignment in relevant colour based on Status Code - Job Centre show jobs in relevant colour based on Status Code when Escalation Colours not selected * Visual Scheduler Changes - Right mouse click on an assignment to assign an employee - Right mouse click on an assignment to clear the assignment - Right mouse click on an assignment to delete the assignment - Right mouse click on an assignment to acknowledge the assignment - Right mouse click on an assignment to complete the assignment - Right mouse click on an assignment to view the associated job - Right mouse click on an assignment to edit the assignment - Assignments are colour coded based on the linked jobs status * Prepaid time now has a View Maintenance Contract button * Significant speed improvements in opening Job Card Screen * New Setup Option to link Primary Assignment to job - Setting this will adjust job date / time to match the Primary (first) assignment for a job * New button in Customer Maintenance to add a new job for the selected customer * Added Phone 2 (work) phone to customer / Contacts maintenance screen - Work phone number appears on the job card * Default Service Code added to Setup * Time sheet start time defaults to previous finish time * Time sheet CustomerID carries over when adding a new time sheet * Complete/Incomplete/Both option in Job Card report * Schedule Maintenance Make Card module now warns you if there are schedules existing prior to the date entered. * Added Assignment Reports screen * Added Minimum hours and hour increment to Labour Types code maintenance * Added recurring time option to assignment screen * Added a new Job Card Summary report - Profitability Summary - Parts & Labour by Employee * Added Customer / Supplier / Both option to customer search screen * User Defined fields can now have a lookup list assigned to them * Added Mark-up 1 - 5 to product update screen to allow for automatically setting the mark-up % for selected products * Added new Assign button to Job Centre which displays a list of all open assignments so that you can choose the best person to assign to the next job. - List can also be filtered by Activity code or Employee group - Optionally (chargeable module), you can choose only those jobs within a selected distance of the new job * Report parameters now save with saving report criteria * Visual Assignment Scheduler now shows up to 28 days across in week view (as long as weekends are included) * TSM Reports can now be automatically scheduled using the Windows Scheduler - Start TSM with the following 3 parameters: REPORT - Valid values for are: JOBS,PARTS,TIME,DEBTORS,CASH,CUSTOMERS,EMPLOYEES,CODES,MAINTENANCE,ORDERS,ASSIGNMENTS The is the name of a report you have saved for one of the above report types. Note: You must enclose the in quotes if it includes spaces. e.g. TSM report Time "Weekly time sheets" * New Setup option to set default Job Status code on assigning a received date to a job - Entering a received date will automatically set the job status code * New Setup option for default job status code when creating an assignment with / without an employee - This will automatically change the job status whenever an assignment is created * GoldMine Link updated to link Assignments with GoldMine - Various new default values added to the GMLink setup screen * Added Time Sheet button to Add/Edit Assignment screen - This will allow a time sheet to be created for the selected Assignment, auto populating it with the relevant assignment details * New check box on time sheets / parts used to suppress printing of selected time / part on the TSM invoice * New Customer Product Type discount matrix added to the customer maintenance screen - Discounts can now be setup by product type / sub type for individual customers - Any discounts applied will appear in the parts used description * New Create Maintenance Contract button added to the Job Card which will automatically add selected job parts to a new Maintenance Contract. * New Report Scheduler in the Utilities Menu * New Import parts / customer module in the Utilities Menu * New regional support for A4 / Letter stationery sizes * GoldMine link now supports GoldMine 6.0 * Added new default service fee for a Customer Type * Added new Assignment SMS message setup (separate from Job SMS message) * Added ignore service fee to priority codes * Added user configurable number of decimals in inventory quantities. This affects, on hand, on order * Added Ascending / Descending control to search screens * Added My Jobs option to Job Centre * Added Site Address to Job Card search screen * Added new Customer Contacts report * Added a Job Card Site Note to the Job Card screen * Added a new security option to Maintenance Contracts to stop editing of Maintenance Contract Customer ID * Retention invoicing now allows you to select the amount to invoice * Job Centre My Jobs option now changed to allow for selection of an Employee ID * TSMPalm 2.0 ------------- - User is now warned if the Palm program version does not match the TSMPilot program version * New Notes option on Quick Time - New Palm Setup option to send time sheet notes as Timesheet Comment or Timesheet Note * Added new Front menu and assignments listing * Increased the size of time sheet notes *======================================================================================== * Version 5.0xx *======================================================================================== V5.093 14/03/2003 * Fixed a very obscure bug when searching for a job customer by suburb / address and adding in a new customer. * Modified QuickBooks link to round all $ values to two digits before it post to avoid QB Line errors. Any imbalance amount will be added to the transaction as "Rounding due to imbalance". * Added "Supplier Refund" to QuickBooks posting. V5.092 10/03/2003 * Internal Release V5.091 21/02/2003 * Fixed a problem with the unlink button on Job Cards * Changed the description for automatically created stage/variation when there is a floating parts, labour or cost centre linked to that stage/variation. * Fixed a bug in stage/variation where it was not updating the inventory when an added part to that stage/variation was deleted. V5.090 12/02/2003 * Fixed an in contract job stages where deleting or editing a part or time was always pointing to the first entry on the list regardless of what has been selected. V5.089 06/02/2003 * Fixed a minor error message appearing under certain circumstances when opening up a contract job stage. * Fixed a minor screen glitch on Contract Job Stages window for Cost Centre actual cost. * Fixed up a potential file is in use error when reindexing * Fixed up a potential file access denied error when opening job cards * Fixed up a problem in job cards where an error could occur after doing certain actions V5.088a 31/01/2003 * Fixed a reindexing problem introduced in the previous version * Fixed a problem with summarised cash receipt journals posting to MYOB V5.088 30/01/2003 * Fixed a problem updating inventory costs from Purchase Orders under certain circumstances * Modified data structure checking for MYOB Post. V5.087 23/01/2003 * Fixed a problem accessing the customer reference field in Contract Jobs * various other internal minor changes V5.086 20/01/2003 * Internal Release V5.085 17/01/2003 * Fixed a bug in contract jobs where order button would stay red even if all items have been received. * Fixed a bug in job cards where "Double Click" on the Customer ID would not change the CustomerID on the job when a different customer was selected. * Fixed a bug in Maintenance jobs where expiry date was not taken into consideration when "Make Card" is clicked. Also modified schedule rollover in job cards to give a warning message when it encounters a new schedule beyond the expiry date. V5.084 16/01/2003 * Fixed a bug in "Debtors Report" when filtering statements, detailed statements, reports and letters for 30, 60 & 90 days. * Fixed a bug in re-indexing. There were places where temp files were not deleted and therefore had potential to cause "File is in use" error. V5.083 10/01/2003 * Changed code to avoid an obscure bug in "User Defined Fields" maintenance screen. * Changed MYOB invoice posting to allow "Deliver" only invoices. V5.082 06/01/2003 * Internal release for DLL build V5.081 19/12/2002 * Fixed some more bugs of similar nature for duplicate record creation same as v5.080 V5.080 18/12/2002 * Fixed a bug in MYOB "Transaction Journal" for purchase orders. It was duplicating tax component of "Freight", if there was any tax on freight, for each order detail. * Modified QB "Supplier Invoice" & MYOB PO, as "Account Payable", posting to allow each order detail tax component independently. * Fixed a bug in "Add Parts", which was introduced in version 5.079, where the "Sell Price" was not calculated properly for standard job with a non zero mark-up. V5.079 13/12/2002 * Modified pricing rule to allow mark-up values to work with Tra-Ser. - Add a new setup option on to "Inventory" page to indicate if standard or discounted cost to be used for calculating the sell price. * Fixed a bug introduced on version 5.076 in calculating the on hand quantity. V5.078 12/12/2002 * Increased maintenance/schedule rate field to 12.3 V5.077 02/12/2002 * Internal release V5.076 29/11/2002 * Modified set-up to limit rounding amount to 100 cents. * Fixed a rare bug when searching for a Billing Customer on a Contract Job Card * Fixed a problem where some Set-up changes might not be saved * Fixed a problem in time where TSM was allowing blank dates to be entered and this is not allowed. * Fixed a bug in PO receive process. It was not updating the on hand and on order quantities for product and prodloc on some circumstances. * Modified add part receive order to create a product ( and prodloc if multi-location is on) entry if QuickBooks is selected regardless of all other options. * Modified product table to include an accounting product type as some accounting software has certain hard coded product types and does not match TSM product types. Also created a new code type as "Account Product Type" - Modified "Setup" to enforce creating a new product when Tra-Ser is activated with QuickBooks accounting package. - Modified QB interface to use accounting product type in updates instead of product type as QB has internally different hard coded code then what is displayed on the screen. - TSM will automatically create this "Account Product Type" and copy all product types to accounting product type when it is run for the first time after installing this version. It will replace any non-compliant type with the best applicable type for QB user. Other accounting software user would not be effected. * Fixed a problem with default initial values created for "COGS" and "Purchase Order" accounts being created as "5-1100" and "6-3000" respectfully. If you have these accounts they will automatically be cleared and you will be warned. If you have these accounts legitimately set to these values you then have to re-enter them. V5.075 20/11/2002 * Fixed the bug introduced in previous update while fixing QuickBooks link problem. It was clearing all temporary table values read from QB and hence causing the process to give a "Record out of Range" error. V5.074 19/11/2002 * Fixed a problem in QuickBooks invoice posting. It was causing a syntax error when there was a double quote inside invoice comment. * Fixed a problem searching for user defined fields. * Fixed a problem in QuickBooks link. It was complaining about subscript being out of range on some customer records. * Modified QuickBooks link to accept any link key entered to connect existing customers/suppliers in QB and TSM. Changes to TSM Pilot version 1.31 - Quoted prices print correctly, - Work Performed printing correctly when selected from scripts - Page prints on 2 pages if over half way V5.073 11/11/2002 * Fixed a problem in "Commenced" check box in job details page of service cards. Occasionally when this box ticked it would drop out Servcard table AND complain that "commenced" does not exist. * Fixed a problem with browse in job cards. When there is no record it was coming up with "Record is out of range" error. * Fixed a problem with label function. It would occasionally give "File is in use" error when there is a tool tip to be displayed for the object mouse has moved over. * Fixed a bug in customer reports label printing to screen. It would give a 'File does not exist' error message. * Fixed a bug in order receive screen. When there is no supplier invoice and mandatory supplier invoice activated it would not receive goods even if a delivery docket number entered. V5.072 05/11/2002 * Significant speed improvement opening Job Cards and Contract Jobs * Fixed a problem with quoted labour amount when "Quote" was marked. It was taking quoted labour back to zero. V5.071 01/11/2002 * Fixed a problem in site address in Makecard. Same site address printing problem with jobs created by maintenance. * Fixed a problem in displaying the right labour and parts used grids after clicking "Save" button when in "Job Detail" page of job cards. V5.070 30/10/2002 * Fixed a problem in site address in all job cards. It would show the right address but internally would store a different address and hence it will print the billing address on invoices even if site address would be different. * Fixed a problem in contract job deleting/editing/cloning invoices where it would sometime go to the wrong entry. V5.069 28/10/2002 * Fixed a problem in contract job cost centre. It would go to the first stage when entering stage detail screen regardless of which stage was selected from the grid. * Fixed a problem deleting/editing parts/labour on a job card where it would sometime go to the wrong entry * Added sorting sequence for foreign language V5.068 23/10/2002 * Fixed a problem auto emailing customers on job card completion * Fixed a problem where some data could be lost under an obscure situation V5.067 10/10/2002 * Internal release - no program changes V5.066 01/10/2002 * Fixed a minor problem with Visual Scheduler when linked to Contract Jobs * QuickBooks interface now supports QB 2002 (documentation unchanged) - New option in QuickBooks setup to select QuickBooks version V5.065 23/09/2002 * Additional Speed improvements when adding a new customer V5.064 16/09/2002 * Speed improvement when adding a new customer * Fixed a calculation problem in Supplier Invoice summary report * Fixed a problem in Visual Scheduler where unassigned jobs that had a job date assigned would not appear in the open jobs list. V5.063 05/09/2002 * Modified invoice reports to reflect the changes done to separate quoted labour and quoted parts. * Modified MYOB posting to include an account for rounding and include rounded amount in "invoice" and "transaction journals". * Added a contract "Financial Summary Report" using actual contract value to calculate margin and percent instead of actual invoiced amount. V5.062 03/09/2002 * Modified "Time Sheet Reports" with "Labour Types" to clear the memory values left over from "View" before printing. * Fixed a bug in order detail where it was not picking up the default COGS, Inventory Asset & Income accounts when the product exist in product table but did not have these values entered. V5.061 30/08/2002 * Contract Job Summary screen now has additional information. - Summary report updated * Some modification on handling of quoted parts & labour calculation based on the setup options. * Fixed some quick book link problems due to mismatching field lengths. V5.060 27/08/2002 * Fixed a problem with Visual Scheduler if no users were selected * Fixed a problem popping up the calendar * Fixed a problem in reports. You could not click on "Detail/Summary" radio button. * Fixed a problem in "Quoted" job cards. It would not clear internal quote mark for the job when entered a value for quoted parts or quoted labour and later delete. * Fixed a problem in "Customer update key". It was felling over with "Alias Product Not Found" during chkstru. V5.059 26/08/2002 * Fixed few account issues in QuickBooks posting. * Fixed a bug in licence counting in TSMLive. V5.058 22/08/2002 * Added a new Setup option to default the Site ID to the Customer ID * Quick Jobs now saves Phone Number to the Job Card - Minor screen glitches fixed when adding subsequent jobs * Minor screen glitches with parts / labour in job cards fixed * Fixed a problem in CustomerID. When user entered a CustomerID it was not checked against restricted characters. This has potential problems when the CustomerID included characters like double or single quotes. V5.057 21/08/2002 * Fixed a problem displaying some jobs in the Visual Scheduler unassigned jobs list other visual problems fixed * Fixed a problem in QuickBooks invoice posting. It was posting two lines for each quoted jobs, namely one line for each quoted parts and quoted labour. V5.056 19/08/2002 * Fixed a problem correctly displaying the unlink button on the Job Card screen * Fixed a multi-user problem where occasionally data could be overwritten accidentally by another user V5.055 16/08/2002 * Fixed up the Tab order in reports when using the Between operator * Blank Customer ID is now set with a calculated ID * Fixed up some security issues with add / edit / delete time V5.054 12/08/2002 * Time sheet labour type automatically defaults to Employee default Labour type if time sheet is not linked to a job card Changes to PalmPilot Version 1.29 ---------- * Additional minor printout changes * Fixed a problem where job card updates might not synch back to the TSM job card V5.053 08/08/2002 * Modified purchase order to avoid cumulative rounding problems. * Fixed a problem in contract job manual numbering. When a new job was created and "Job Numbering" set to "Manual" it was skipping one job number. * Fixed a problem deleting the wrong files in TSMPilot Changes to PalmPilot Version 1.29 ---------- * Fixed a problem printing customer name from palm V5.052 05/08/2002 * Fixed a problem editing parts used from the parts used option in the Navigator. It was not editing the correct part used. * Fixed a problem receiving orders for non stock parts (temporary parts) * Radio buttons now resize vertically correctly * Fixed a spelling mistake on the Employee Maintenance screen * Significant speed improvement in Visual Scheduler * Fixed a problem dragging appointments around the visual scheduler where the wrong job would be rescheduled V5.051 02/08/2002 * Fixed a problem in "Maintenance Contract - Schedule" report. It would not show the correct info when a date condition with start and finish date selected. * Minor screen layout changes in Contract Job Invoices page * Fixed a bug in "Add Part" from job card. It was giving an error message as "Variable 'STAGE' is not found". * Fixed a bug in timer event. It was kicking in when email sent and causing problems. * Fixed a bug in Contract Job invoice editing. It would re-calculate the "Retention" amount even if the retension is 0. V5.050 31/07/2002 * Fixed a problem in "Maintenance Contract - Site List" report. It would print all Sites regardless of the filter entered. * Fixed a problem printing outstanding Purchase Orders from the reports menu. It was including orders that were not outstanding. * Fixed a problem in quoted parts. When quoted parts and labour were separated negative amount entry was overlooked. Now it does allow to enter negative amount as previous versions. * Fixed a problem with purge not deleting cash receipts V5.049 29/07/2002 * Fixed a problem with "Maintenance Contracts" report environment for custom reports. * Fixed a problem in "Add Time". When "Add Time" clicked it was giving a "Data type mismatch" error. * Fixed a problem in "Job Card" reports. It would only print one line item even though it had more then one time or labour entry when printed from "Report" screen. * Fixed a potential problem in SMS. * Fixed a problem in Job Cards when changing the priority code. Occasionally system would drop out the selected table and dummy time or parts used will be selected causing the code to look into the wrong table. Fully qualified the expression to avoid the problem. * Significant speed improvement in back-up/restore. V5.048 25/07/2002 * Fixed a problem with link documents in contract jobs. It was showing the same document on all jobs. * Fixed a bug in backup when TSM started with the "BACKUP" option. It was complaining about object as not being an "Object". * Significant Speed improvements in the backup process. V5.047 22/07/2002 * Labour cost multiplier decimal places increased V5.046 19/07/2002 * Scripts popup now supports Multiple Selections by Shift / Ctrl Clicking on selections in the list. * Fixed a problem with GoldMine link when it was sending all customers to TSM * Fixed a problem in search. When a date time field is selected as a search criteria it was failing with a "Data type mismatch" error. * Modified purchase order to initiate the order item "Required Date" to that of order's "Required Date". Also modified the order report to print the "Required Date" from the order under "Order Date" at the top left corner. * Fixed a bug in creating purchase order for quoted parts. It was skipping every second order. * Added date to Parts Used V5.045 18/07/2002 * Fixed a potential problem in Backup/Restore utility by stopping the timer in main navigation screen when entering the utility. * Added a new SMS Information field to Employee Maintenance to facilitate structuring an SMS message header. - A new operator %SMSINFO% can be included in the SMS Setup to include this new employee SMS information string * Fixed a bug in purchase order supplier search. When a new supplier invoice added or edited and a supplier id typed in "Supplier" field it was bringing "Supplier Search" with all records alike (both suppliers AND customers). * Fixed a bug in MYOB "Supplier Invoice" posting. It was giving an error as a variable not found. V5.044 15/07/2002 * ALT-F5 now pops up the Scripts screen from anywhere in TSM * Added some additional status message to TSMPilot screen while synchronising * Fixed a bug in quick job cards. It was complaining about some objects not being defined. This was because of quick job sharing the same base class with other job cards but did not have all the fields on the screen. * Fixed a potential bug in job cards. When going into "Add/Edit" parts or time it was not disabling timer and at the middle of time or parts used it would kick off the timer and timer would process modules that would cause the conflict and error at different parts of the code. * Fixed a bug in MYOB Interface. It was giving an "'Invoice' Not Found" error. * Fixed a problem in "Purchase Order" print. It was not printing "Supplier Part Number" on orders even though "Print Supplier Part # on Order" option was selected and the parts had "Supplier Part Number" entered in product maintenance. Changes to PalmPilot Version 1.28 ---------- * Added a new sort option by date * Added a new customer button to main job list to allow searching for customer details independently from job cards V5.043 10/07/2002 * Fixed a bug in browsing "History". It was caused by duplicate field names in personal preferences. * Fixed a bug in debtors report. It was complaining about the index tag "CUST_INV" when you select "Report" and fill in a "Cut-Off" date. V5.042 10/07/2002 * Emailed Job Cards and orders now use their own report layouts customised for emailing * Removed Employee Email Summary option from Job Cards 3 Setup screen V5.041 08/07/2002 * Added a new Utilities option to Purge TSM information * Added a new command line parameter to automatically complete incomplete jobs * Added a new command line parameter to recall a deleted job * Moved Setup to Utilities screen * Changed reference no from "Auto Pay" to "PrePaid" for cash received for job cards before invoice has been generated. * Modified invoice and job cards to print larger amounts. Also modified parts used data structure to increase the size of 'total' field. * Fixed a bug in customer screen where it was giving "Index tag is not found" error when coming back from "Employee" search. * Fixed a bug in contract jobs where it was giving "Variable 'ALLOCATED' is not found" error when leaving "Employee" field. V5.040 05/07/2002 * Customer Title and ABN number fields increased in length * Minor changes to Report criteria for correctly matching on date fields. * Compulsory payment type in PO option added to PO Setup screen. * Changed way Escalation sorting takes place - If the above red option is selected in Setup, incomplete jobs from previous days will sort at the top of the list and will be red. Previously they were still at the top of the list but were grey. * Added invoice number and purchase order number to subject section of the email when it is printed from job card and purchase order respectively. * Fixed a problem copying the customer file to the Palm Pilot Changes to PalmPilot Version 1.27 ---------- * Fixed a problem where QuickTime would put standard labour type for Travel time V5.039 02/07/2002 * Fixed a problem in maintenance jobs schedule rollover in job cards. It was asking for schedule rollover on every save after it is already rolled over. * Fixed a number of code fields whose lengths were not correctly increased to 15 characters * Job Card report for non-invoiced now correctly includes only completed jobs that have not been invoiced * Added a Non-billable option to Job Card reports * Added a Billable type option to Time Sheet and Parts Used reports allowing you to see time sheets / parts used for billable or unbillable jobs. * Fixed a rounding problem in job total. * Added Stages / Variations to Orders Report Environment * Duplicate reports are now cleaned up properly on new installations V5.038 28/06/2002 * Fixed a problem auto printing job cards when creating Scheduled Maintenance Jobs * Fixed a problem in "Gateway - Import TradeLink" module. "UOM", "Cost" and "RRP" had overlapping columns. * Maintenance Contract reports now show equipment in part number order * Job Card search screen now allows you to select all jobs or Job Cards/Contract Jobs depending on which screen you are in. * Fixed a bug in "Servcard-Save", where it was coming up with an error message indicating the record is in use by another user. * Fixed a bug in Invoice Reports. It was not printing site address when site address was different from billing address but billing address was same as job customer address. * Put a setup option to create one job for multiple schedules for the same item, employee and date. V5.037 24/06/2002 * Added Payment Type to customer report * Added New Time Sheet Allowance hourly rate. - All time sheet costs on reports now reflect any Time Sheet allowance entered * Added a new Time Sheet financial summary report * Fixed a problem when printing invoices from Invoice Report where Job Card table (servcard.fpt) could corrupt * Fixed a bug in report screen. It was showing the first report on the list regardless of the default you set up. * Fixed a bug in quoted parts/labour. When you cleared the quoted parts and labour it would not calculate the total from available parts used and/or time entries. V5.036 19/06/2002 * Fixed a bug in purchase order detail screen. When save is clicked it was coming up with "Alias 'OPARTSADDED' is not found." * Fixed a problem with cash receipts report by Bill Cust Sales Rep V5.035 17/06/2002 * Fixed a bug in purchase order detail screen. When save is clicked it was coming up with "Alias not found". V5.034 17/06/2002 * Modified QB file reading to improve processing time and memory constraint. * Fixed a bug in quoted jobs introduced in v5.030 modification. There was no conversion for old data which assumed that when either of qparts or qlabour is not zero to ignore actual parts and labour. * A new setup option put under "Job Cards - 1" setup page for old quote method to be available. - When this option set the "quote" function will work the same way it was before. That is when either of qparts or qlabour is not zero to ignore actual parts and labour. V5.033 14/06/2002 * Fixed a bug in job card search. When sort order changed to a character based field after a numeric field it was coming up with type mismatch error. * Fixed a bug in stages screen when clicking on "Add Part" or "Add Time" buttons when the cursor was in "ProductId" or "Cost" in parts used grid or when in "Tax" or "Total" in time grid. V5.032 13/06/2002 * Fixed a small problem where Contract Job reports from the Contract Jobs screen were not including estimated / actual time information * Modified the warning message to exclude the original cost of parts added to stage/variation when calculating the cost to date when editing an existing PO. * GoldMine Link now puts carriage returns between user defined fields in maintenance * Fixed a bug introduced with "Multi Schedule to One Job" changes. When "New" followed by "Maintenance" buttons clicked it would bring nothing and have only "Exit" button active. * Fixed a bug in "Visual Scheduler". It was giving an error when a contract job stage was dragged and dropped on to visual calendar. * Fixed a bug in "Site Search" screen. It was not returning "CustomerID" even though the right parameter was passed. * Added default labour type to Contract Job * Additional Job Card auditing enhancements V5.031 11/06/2002 * Fixed a problem in "Invoice Printing". It was attempting to re-open "schedule" and failing with "File is in use" error. * Fixed a bug in "Update-Total". It was trying to set relation to wrong field in "MultiSched" table. * Added Status to Stages screen * Added a new Contract Jobs Stages / Variations summary report - Changed Job Card report screen allow for selection of new report * Double clicking on any blank date / date time will insert the current date / time V5.030 06/06/2002 * Added a new Customer Setup option to disable automatic suburb / postcode lookup * Fixed a problem in invoice printing. It was updating the invoice print date even if it was set not to update. Same done with PO email. * Modified invoice printing to update job notes with more information on how the invoice is printed. This feature is now also works from report menu. * Fixed up a font size problem with Job Card No. on Job Cards Single * Modified Job Cards Quotes - It is now possible to enter a quoted parts total and use actual labour or to enter a Quoted labour total and use actual parts total - Quoted parts total can not be overriden for actual job cards - Various report changes to cater for this new functionality * Modified Schedule Maintenance to generate a Single job card for multiple schedules under the following conditions: - Schedules are linked to the same item, Schedules are due on the same date, Schedules are assigned to the same employee (or no employee) - If multiple schedules are assigned to a job and they have differing schedule types, the Part number is entered as the Job Type. A new field has been added to the Job Card to indicate the different schedule types. - This new field called Schedule Types is also selectable from Job Card reports - Any job card reports that refers to the scheduled information will only display the first schedule if multiple schedules are linked. * Fixed a "Variable 'COMMTIME' is not found" bug in sclite. Fully qualified the expression to avoid searching in the wrong table. * Fixed a prepaid time problem. Now if the tiem entry is linked to a job it will search for all not expired prepaid time records for billing ID, site ID and job customer. * Fixed a problem in saving a job where it was giving error 1105, "Error writing to file". * Fixed a bug in browse module. It was coming up with "Variable 'TYPE' not found" error. V5.029 29/05/2002 * Fixed a search problem in product search. * Fixed the problem in maintenance module where it was positioning itself on the first maintenance contract after "Print" button clicked. * The "% Completed" for variations in stage maintenance screen now automaticly recalculates in line with the stages. * Fixed a minor problem stopping you from selecting a check box in GoldMine Link Setup screen when screen was resized. V5.028 28/05/2002 * Fixed screen display problems with codes maintenance * Fixed a screen display problem where various screens would appear to be stuck after certain TSM error messages * TSM Documentation updated * Fixed a problem in job card report selection list when printing from the job card. * Debtors reports now include an option for both Job Card and Contract Job Invoices. * Fixed a screen display problem with Jobcards after returning from Purchase Orders * Fixed a problem printing to PDF when not logged in as an administrator. - Workaround is to log user in as an administrator and run "INSTPDF TSM" from the TSM directory. - Reassign normal network security and printing should now work. V5.027 24/05/2002 * Fixed a problem in Product, assigning a blank location to a product is now not possible. * Fixed display problem of "Assign All Locations To All Parts" in "Setup-Inventory" page. * Fixed a display problem with Job Card number when screen resizing is disabled * Fixed a problem sorting Parts Used by Site report * Added status to Visual Scheduler job information * Fixed a problem in filtering the report criteria in reports. * Fixed a problem in "Report Security". * Fixed up various display issues with Quick Jobs screen. * User defined fields now display correctly first time * Fixed a sitesearch temporary index problem in maintenace report. V5.026 22/05/2002 * Fixed two display problem with POS screen "parts used" grid. Navigating throught the job cards using "Next", "Prev" etc. 1. was not showing the parts used for the POS jobs. 2. when two non-POS jobs prior or after reached it would briefly show the outlines of the POS "Parts Used" grid. * Increased the size of the Job Card number font * Fixed a display problem with Visual Scheduler notes display V5.025 20/05/2002 * Add invoice print date to contract jobs. * Fixed an obscure problem printing Contract Job reports when a stage type was defined * Fixed a problem recalculating variation total to a stage * Fixed Contract Jobs Cost Centre report to work properly * Add email addresses of employees into sendemail to employee. V5.024 16/05/2002 * Customer report by company name no longer asks you to select a company from a list. * Changes to Visual Schedulers - Changes for Contract Jobs to schedule for each stage / variation - New option at the bottom to select jobs or Stages/Variations to schedule. - To speed up performance, jobs no longer disappear from the tasklist each time you drop a job onto the scheduler. New option at the bottom to refresh the display when required. - New option to restrict jobs displayed to no date or within date of calendar or to ignore dates and show all dates. - Clicking into a job on the calendar now displays the job details in a popup window * Changes to Contract Jobs Variations - Added Commence, Complete and Completed date - Added Employee & Employee Group - Added Percentage Completed * Changes to both Contract Jobs Stages and Variations - Added Job Duration - Job commenced date is now a date & time field XXXXX * Fixed a potential bug in sitesearch "?" button in Contract Jobs. * Removed "Expiry Date" selection criteria from "Time Sheet" report as it is not applicable to time sheets and causing problem when selected. * Reports previewed to screen are now maximised. NOTE: Changes to the Visual Scheduler might require you to download and reinstall the Network workstation setup on each workstation. An error regarding CTTIPS is fixed by doing this. V5.023 14/05/2002 * Fixed a problem with login. In some locations it was issuing error number 12 with an error message "Variable 'GROUP' is not found." * Fixed an "Operator/operand type mismatch" problem introduced in version v5021 in MYOB customer import. V5.022 13/05/2002 * Fixed a display problem with Site address on Jobcards light / single * Fixed a display problem with large job card numbers V5.021 10/05/2002 * Fixed a problem in "Contract Job" summary page introduced in version 5.014RC1. It was not saving the calculation results of the actual cost for cost centres. * Added an option to Setup General page to increase the screen size by a selected percentage. We noticed that on some foreign language version of windows, screens would be shortened for an unknown reason. * Removed screen resize / logo for each user as it had too many problems. V5.020 08/05/2002 * Fixed a problem displaying the registered users name many times on the navigator screen * Last report selected is remembered while you are in the report writer * Fixed an error message stopping SMS messages from being sent * Report Setup screen no longer displays invalid field at top right corner * Report Setup screen report name now includes extension * Fixed a problem with name resolution when sending external emails to Outlook * Fixed a GoldMine Link problem whereby Contact2 Records would not update (Uer Defined Fields) * Fixed a problem with customer search in "Contract Job" when "?" is clicked. * Fixed a problem with product search in "Product-Update" when "?" is clicked. * Fixed a problem with backup utility where the error message can not be displayed due to message been too long. * Fixed a potential bug in converting data from version 4.xxx to 5. * Email subject now includes job number and company/site name * Fixed a bug in customer search when "Always pop-up Customer Search" option activated. It was popping up customer search a few times before it could leave the customerid field. * Screen resize and background logo pattern are now remembered for each user login * Time sheet report now includes Job order # and reference V5.019 01/05/2002 * Department code in Escalation Monitor now a data entry field to allow for partial matches and value is remembered. * Setup Screen layout changes * Adding a new part now checks for duplicate Product ID * Popup Scheduler speed significantly improved with large numbers of job cards * Fixed a problem with product reports sort order * Fixed a problem with "Next Job #" in "Setup-Job Card 1" page which could not be entered when re-size was active. * Fixed a potential problem in "Update Total". Changed the logic in searching for unmatched tax codes and tax rates in parts used and labour. The old code may result in 0 tax rates with non zero tax codes which may later cause tax amount calculation errors for the record. * Fixed a screen refresh problem deleting fields from User Defined Fields maintenance. * TSM GoldMine Link 1.14 * Added new fields to GoldMine Setup for mapping TSM Maintenance Contract fields to GoldMine Contact Fields * Added new fields to GoldMine Setup for mapping TSM Customer fields to GoldMine contact Fields * Added 2 new fields to GoldMine Setup to map TSM Phone to GoldMine phone 1-3 and TSM Mobile phone to GM Phone 1-3 V5.018 30/04/2002 * Fixed a minor bug in "MakeCard". The contract link for auto completed jobs was incorrectly cleared. * Fixed a problem starting Gateway. V5.017 29/04/2002 * Fixed a minor bug in "Financial Summary" Report. It would not print negative values for quoted parts and labour. * Moved the check box for displaying GST inclusive amounts on Purchase Order from order detail to order level. * Fixed a bug in PO Receipts. when the product ordered for a job and product did not have a tax code it would leave it blank instead of defaulting to tax code of the job card. V5.016 24/04/2002 * Fixed a minor screen glitch when user defined fields were defined * Fixed a minor screen glitch in Codes Maintenance * Fixed a problem deleting cash receipts * TSM now gives an error when printing a report that has been deleted - no longer crashes * Put registration number on online registration request screen * Fixed a problem sending SMS messages when GoldMine email enabled * TSM Documentation updated * Printing to a file gives a confirmation message and option to open the document with the application linked to the document extension. * TSM GoldMine Link 1.13 * GoldMine Link documentation updated * GoldMine link no longer requires workstations to copy gm5s32.dll to their computers V5.015 First Release of TSM 5.0 23/04/2002 * SMS / Email buttons disabled for TSMLite * Enabled Sybiz Vision Accounting Interface for testing * Fixed various screen issues for TSMLite in Setup * Fixed a bug when enabling SMS messages in Setup * GoldMine Link is now a registrable item * Registration algorithm changed for TSM release * Cutoff date removed V5.014 RC2b 22/04/2002 * Fixed minor Code Maintenance screen display problems * Fixed a problem with displaying User Defined Fields in Maintenance Contracts module * Fixed minor UserDefined Field Utilities screen display problems * Added conversion for quoted parts for versions prior to v5.012. This conversion will add identical quoted parts where in old versions adding parts were allowed for quotes. V5.014 RC2a 19/04/2002 * Fixed a minor bug in displaying the labour hours on invoice page of lite and single job cards. * Finding by job number for Contract Jobs in Job Cards or Job Cards in Contract Jobs now automatically switches to the relevant screen * Added Product Sub Type to product maintenance, product search and product report filters * Added Active Contract flag to Maintenance Contracts and Contract Reports selection * Pressing the Now button in time sheets now correctly calculates the duration * TSM GoldMine Link 1.12 * TSM GMLink Setup screen redesigned * New Setup option to clear out Maintenance Contract details from GoldMine * New Setup option to summarise the master item of a contract into the note field of the Maintenance Contract detail record in GoldMine - This option is only available if you choose to Synchronise Maintenance Contracts * New fields page in GMLink Setup to select a TSM field or expression to place into a GoldMine Contact field - You can identify any valid TSM field or expression (as if you were entering it into a report field) and then enter the corresponding destination GoldMine contact field. Up to 6 fields can be selected. - Note - There is no validation of the syntax of the information entered however invalid fields will be ignored when processed. * GMLink now automatically creates Maintenance Contracts & Maintenance Items entries in Lookup.dbf V5.014 RC1d 15/04/2002 * New warning when assigning a customer to a job that has open quotes. * Changes to Test Drive start-up screens layout including Test Drive help screen * Fixed some minor problems emailing Job cards and Purchase orders * Fixed a minor problem in quick jobs. It was allowing to press "?" when No job has been created yet, "New" was not clicked, and hence crashing with "Allowed DO nesting level exceeded" error. * Invoices now correctly sorting labour in date order * Changes to SMS to provide a universal gateway not restricted to our SMS service provider V5.014 RC1c 12/04/2002 * Changed TSM to use the internal Acrobat PDF writer. TSM no longer uses the Adobe Acrobat PDF writer. * Gateway is no longer a registrable item V5.014 RC1b 11/04/2002 * Fixed a merge code problem in GoldMine Link * Fixed a speed problem in contract Jobs * Added new filter option for MYOB Posting. Now you can set date and/or invoice number filter on transactions to be posted. * Fixed a minor problem in servcard "Unlink" button of maintenance contract link. - This function was not clearing the maintenance contract number stored in servcard and hence causing report filter to print jobs that previously had a link. * Fixed a problem with Purchase Order attachments V5.014 RC1a 10/04/2002 * Fixed a bug in purchase order add item screen introduced in previous version. It was not allowing to change cost price. * Fixed problem with output report to pdf file. V5.014 RC1 09/04/2002 * Fixed a minor bug in Job History introduced in previous version. * Fixed a minor bug in purchase order add item screen introduced in previous version. It was giving a "Data type mismatch" error when there is no sell price entered for the item in the product database. V5.013 Beta I 05/04/2002 * Added check box to display amount including or excluding tax on Purchase Order cost. - By checking this option, cost entered on a purchase order item cost is tax inclusive and discounted cost also displayed as tax inclusive. TSM still holds these values internally as exclusive of tax. * Post Code table is updated. New table now also contains New Zealand post codes * Added security option to PalmPilot to disable completion of jobs if security level forbids this * Added employee search to scheduled maintenance contract report V5.013 Beta H 04/04/2002 * Product pricing now has 3 decimals * Product screen layout changes * Receiving PO for invoiced or completed jobs now displays job number in the warning message * Cosmetic changes for local label changes support * You can no longer delete the last supervisor employee * Fixed an error that was occurring when popping up the Visual Scheduler. * Fixed a problem where Visual Scheduler would not properly remember last settings under certain circumstances. * Parts used location can now be blank for non stock items when multi-location stock control enabled * Speed improvements starting up TSM * Added additional sort orders to Job Card reports * Fixed a problem where clicking cancel in parts used screen brings up job card screen on top and can not go back or quit. This problem occurs when a POS invoice entered and "Add Parts" button clicked to get into parts used screen to add a part. * Added check box to display amount including or excluding tax on Purchase Order cost. - By checking this option, cost entered on a purchase order item cost is tax inclusive and discounted cost also displayed as tax inclusive. TSM still holds these values internally as exclusive of tax. * Post Code table is updated. New table now also contains New Zealand post codes * Added security option to PalmPilot to disable completion of jobs if security level forbids this * Added employee search to scheduled maintenance contract report V5.013 Beta G 28/03/2002 * Added duplicate supplier invoice check to Purchase Orders. Now it will warn you when a duplicate is found for the supplier invoice you have entered and will not proceeded without your approval. * Visual Scheduler now remembers list of employees selected even when TSM is shut down and restarted * Job Card browser and job history browser now remember changed column order. * Fixed a problem when pressing Ctrl Right Mouse on a label to change the label * Fixed a problem with printer security not being enforced under certain circumstances * Fixed a problem with licence counts when logging in with same user ID on each workstation * Added check box to display amount including or excluding tax on job card, POS invoices, labour, parts used and order details. - By checking this option, all sell prices entered on a job are displayed as tax inclusive. TSM still holds internally prices exclusive of tax and will convert the amount you have entered into the price component and the tax component. * Fixed a bug in Tra-Ser drag-drop order routine where as the total was always saved as 0 due to calculation being done before quantity assigned a value. V5.013 Beta F 22/03/2002 * GoldMine Link now no longer uses up a GoldMine license while running * Added a new report to print Contract Job summary information page. This report is only available from Contract Job card summary information page and not printable from Report screen. * GoldMine Link now brings in sub contacts into GoldMine * Fixed a minor bug in contract job stage detail screen. Clicking on time grid when empty was causing problem. * Fixed a bug in Parts Used screen. Coming into Parts Used from contract job stage detail screen it would clear the filter when 'Cancel' was clicked. On the return to stage detail screen this would cause parts used grid to disappear. * Added a new report to print Supplier invoices. (Requires some more fine tuning) Changes to PalmPilot Version 1.26 ---------- * Printing a job from Pilot now prints the customer details V5.013 Beta E 15/03/2002 * Fixed a bug in a NET_USE function that was causing problem in some screens when it re uses tables. V5.013 Beta D 15/03/2002 * You can now edit the job number on parts ordered as long as the part ordered has not been received and the Order does not have a Job Number assigned. * Order details now go to 3 decimal places * Added product description to Parts Used report criteria * comments now appear in Goldmine appointment notes. Changes to PalmPilot Version 1.25 ---------- * Fixed a problem whereby viewing a job would set the updated status and thus overwrite changes on the PC V5.013 Beta C 13/03/2002 * Rewrite GoldMine Link 1.09 customer search to not use a GoldMine license count while running - No longer any need to register the comapi on a workstation. Still required for computer running the GMLink program. - Changes to GMLink documentation - GoldMine Link setup has a new option to set the GoldMine User ID as the Logged user rather than the Job Employee * Fixed a problem emailing documents where the PDF writer was not installed * Increased the width of "qty" and "recqty" columns in "PO Receive" screen. * Modified QB posting to check for billing ID on invoice and job card and if different replace the billing id of the invoice with job card billing ID. * PDF printer output now always goes to Adobe Acrobat printer first if it is there even if internal PDF library is purchased. V5.013 Beta B 11/03/2002 * New code maintenance option to mark a labour type as inactive. Any labour types so marked will not appear in list of available labour types in time sheet entry. * Text based emails now correctly put the text in the body of the email rather than an attachment * Changes to customer Reports search criteria - Fixed a bug when selecting Active/Overdue/Hold customer status. Changed to individual filters for Active, Overdie and Hold. - Added new selection options Customers / Supplier * Escalation monitor now remembers the last Show, Sort & Department filter values * Fixed a problem whereby the Escalation monitor was not refreshing automatically or when the refresh button was pressed. * New report file output option for PDF file * Modified actual/quoted parts radio buttons on job card parts used screen to change text color if quoted parts OR actual parts exist. * Modified "PrePaid Support" report to show "Reorder" levels and added new filter options to enable reporting on "Expired", "Not Expired", "Re-Order Due", "Unlimited" and "Expiry Date". * Parts Used screen from 'Navigate' now correctly shows the customer name for the parts selected in the parts used grid. * New setup option for employee labour type to override all others when adding a job card Changes to PalmPilot Version 1.24 ---------- * Fixed a problem whereby editing time sheet entries & parts were not updating TSM Job Cards with changes V5.013 Beta A 06/03/2002 * Fixed a problem selecting Purchase Order contacts and email address. * Code fields increased from 10 characters to 15 characters * Added group time charging functionality to time billing and extended time split to change 'date' to next day for the time portion pass midnight. * Fixed a bug in add part via using Tra-Ser drag and drop. It was not assigning location properly when multi-location inventory was activated. * GoldMine link 1.09 now has an option for setting a merge code for new contacts * Added estimated duration to lite and single job cards. * Added employee group to employee search screen. * Added employee group to job card and employee reports filter options. * Accessing the Purchase Orders via the Job Card now correctly displays the first part ordered rather than the last one. * Fixed a bug in sending email when job is completed. It was complaining about parameter list. * New minimum charge option for a Priority code * New internal ZIP library used azip32.dll and aunzip32.dll required in the TSM directory * New language setting for Chinese support * New Tax label in setup distinct from default tax type * Job search now includes all jobs, service and contract, and switch to appropriate job screen based on job type of selected job. * Added visual schedule button to contract job main and stage detail screens. * Fixed a security issue with GoldMine saving Setup screens. * Added a new option to post detail labour entries for "MYOB Account Posting". * TSMPilot now checks for failed updates and gives you the ability to continue or restart from the beginning. - TSMPilot now audit trails employee ID changes to jobs * Modified "Maintenance Schedule" reports to show suburb, state & postcode for main & site addresses. * Modified contract job parts and labour grids to show only 2 decimals. * Added group filter option to time steet screen from navigator. V5.012 Beta Beta H 25/02/2002 * Customer Password now visible all the time. * Quoted parts can now be added to any job regardless if it was a quote or not. - The same quoted parts rules apply if you put a price on the quoted parts. * Job Service Requested now updated with Customer note for maintenance jobs * Maintenance Contract search now correctly starts with cursor in search value field * New Job Card Setup option for default Job payment type * Fixed problem adding new customers which now automatically defaulting to Customer type (instead of supplier). * New Optional module to email to PDF files without purchasing Adobe Acrobat for each workstation * TSM.EXE now used to start TSM instead of TSMPRO.EXE - Stub program TSMPRO.EXE now supplied to facilitate older users V5.012 Beta Beta G 20/02/2002 * Show costs on parts used entry is now a security option rather than a Setup option. Existing security for show costs will be disabled * New General Setup option to pop up the daily notes for the logged in user on TSM startup * Fixed a bug in "Maintenance Contract Schedules" report. It was crashing with an error number 13, "Alias 'SCHEDULES' is not found". * Fixed 2 bugs in add time. Error 1 was error number 1586, "Function requires row or table buffering mode." and ERROR 2 was error number 12, "Variable 'CAPTION' is not found." * Fixed a bug in creating maintenace contract jobs from with in "Maintenance" screen when you click on "Cards" button. It wasn't taking "Maintenance Setup" when assigning customerid into consideration. * Added an option for taxcode to be used on Purchase Order items. * Escalation dept checkbox now correclty disables when dept is not blank. Beta F 15/02/2002 * New Job Card Security Option to restrict access to quotes * Added Status Code to Job Card Search * Added Location to Job Card Report filters * Added a detail contract report. "Contract Job Stages" report modified to include "estimated" and "actual" time on contract as a new report. * Fixed a problem with printing Outstanding invoices * Fixed a problem starting TSM with old Data Dictionary structure * Job Card Incomplete Only option now excludes quotes as well and the checked stat is remembered next time you go to Job Cards * Added 'Delete Invoice' functionality both to service and contract jobs. Audit trailed the invoice deletion and ask confirmation before deleting the invoice. * Added "Employee Group" to contract jobs stages. * Modified "Last Job" button on "Customer" maintenance screen so that it won't be available when entered this screen via double click of any customer field and while editing a job card even if it is entered via clicking "Customer" button of job cards or "Supplier" button of "Orders" screen. * "Labour Rates" on "Customer" maintenance screen disabled for TSMLite. * "Cost Centre" field disabled for TSMLite through out the system. * Account fields disabled if "Account Posting" module not registered or no valid accounting program selected. * "Sales Tax" field on service job screens removed as this is now obselete. * Added a new Quick Jobs facility to Alt-F2 Popup to allow quick entry of Job Cards where customer is new USe Alt-F9 to popup fro, anywhere in TSM * Added state field to site address of job cards. Custom reports for detail job cards and invoices need to be modified if state needed to be printed. (It is not mandatory) Beta E 06/02/2002 * Fixed a problem where you could not select the "POS". When "POS" check box was ticked instead it would tick the "Incomplete Jobs Only" check box. Note that you can only tick "POS" when you are creating a new job. * Modified Debtors reports to enable a cut off date. Now when a cut off date entered the debtors reports will function as if the report was done that day. * Fixed a problem in debtors report. It would give an error 1147 for contract invoices, which says "Target table is already engaged in a relation." Beta D 04/02/2002 * Fixed data conversion error from older versions * Correctly converting custom reports to new format * Added a new Utilities option to the TSM Navigator and removed Utilities from Setup Changes to PalmPilot Version 1.21 ---------- * Fixed minor error message on synchronisation * You can now enter a Job Date and Time into the Palm Beta C 01/02/2002 * New data dictionary incorporated throught TSM to allow for field labels to change in one place and propogate throught TSM screens and reports. - i.e. if you change the Job Department label to branch, allreferences everywhere in TSM will now say branch NOTE: All existing field label changes made by users will be lost and must be reentered. - New field label editor accessible by Ctrl Right mouse click on field labels * Changed all reports to use a function LBL() instead of actual labels in order to accomodate new data dictionary. Custom Reports automatically updated for new data dictionary. * Incorporated facilities for foreign language versions of TSM * Customer Account Status now displays on Job Cards * Fixed a bug introduced at v5.0105 Beta F. It was replacing all quoted parts with 0. Any user who uses quoted parts on job cards, downloaded update between 17.01.2002 and 31.01.2002 and run "Update Total" should check their data and contact PROWARE Support for any possible data error. V5.011 Beta * It is now possible to add parts to a quote without updating inventory. This will accumulate the quoted parts sell price to quoted parts field of invoice page. You will be able to toggle between actual parts and quoted parts added in a job. * Replaced external Calendar with internal calendar (Faster, less memory) * New Job Card customer contact field added which saves contact information with the Job Card rather than referencing the contact from the customer file. Thus, changing the customer file contact will no longer change all job cards linked to that customer. * Added two new fields to contract jobs stages. It will now show the actual hours worked for the variation on variation page for the selected variation and total hours worked on the stage and all variations on the stage page of stage detail screen. * Added a "Visual Schedule" button to jobcard screens. still works. * Fixed the problem where TSM would always be on top of other programs. You must reinstall the Workstation install on all workstations. * Fixed a problem when partially receiving Purchase Orders. When an order partially received a new order item is created for the remaining quantity but it was not assigned a new sequence number. The result of this is that receiving these backorders in will not add the received items to any job cards they might be ordered for. If you have had any partially received orders linked to Job Cards then please check your orders, jobs and inventory levels carefully to ensure you have not been affected. Specifically, if you have enabled stock control, the backordered items will not have been automatically taken out of stock and put on the job card when received. NOTE: This only affects backorders created with TSM version between 5.006 Beta A and 5.011 Beta C dated between 6th of November 2001 and 14th of January 2002. * Quoted items no longer pass to PalmPilot * Implemented new internal changes to handle foreign language versions of TSM V5.010 Beta * Fixed a problem in restoring from a backup within TSMPRO. The unzip program previously used was not supporting long file names. * New option to assign a default department to a job when a new job created or customer changed. - Default department will be assigned in the following order across the system for a new job: 1. Customer's default department if exist, 2. Employee default department if exist, 3. from Setup - When the job customer changes it will assign the default department assigned to the customer otherwise will do nothing. - When the employee assigned to the job changes it will assign the default department for the employee if customer doesn't have an assigned department otherwwise it will do nothing. * Add default labour type for employee. - This will be used to assign a default labour type to the job when a new job created or customer or employee changed. - Default labour type will be assigned in the following order across the system for a new job: 1. Customer's default labour type if exist, 2. Employee default labour type if exist, 3. from Setup - When the job customer changed it will assign the default labour type assigned to the customer otherwise will do nothing. - When the employee assigned to the job changed it will assign the default labour type for the employee if customer doesn't have an assigned default labour type. - When a job created for a schedule it will override the default labour type if there is one assigned to the priority code. * New option to print schedule jobs as they are created in Maintenance Contract "Make Card". - This option will automaticly print as each job created using the default printer and report settings. * A message will be displayed to warn on duplicate company name, address, phone or fax number when a new customer entered. * New button to delete an invoice for a job card. This will only allow deletion of invoices that has no payments against it yet and not posted to any accounting package. New Job Card security option to disable the ability to delete invoiced * Speed improvements in Maintenance Contracts Module * Registration expiry warnings no longer occur when parameters are passed to TSM * TSM started minimised for GMProc startup parameter * You can now enter time that goes over midnight - i.e. from 14:00 to 02:00 = till 2am the next day. * Fixed a problem in PO receive. It was complaining about the taxrate field. * Fixed a problem in sending email from job card. It was giving an 'Operator/operant type mismatch' error. * Visual Scheduler now displays jobs assigned to members of a group assigned to a job. The job can not be changed and has a house icone displayed on the top. * Fixed an ordering problem in maintenance search. When creating a job card and looking for a maintenance it was succesfully selecting the user last sort order but it was not sorting by that selected sort criteria. * Fixed a bug from previous update. It was coming up with "Alias is in use" error when 'New' button was clicked in the job card. * Fixed a problem whereby data files were not being packed when reindexed V5.009 Beta * Fixed a problem in PO receive. Received quantity was seting quantity to 1 instead of actual quantity when receiving Supplier invoice only and individually selecting the order items. * Fixed a rounding problem in QB invoice posting when there is a quoted part/labour. * Fixed a bug in report condition loading from stored condition list. When a report condition was loaded this way it was not filtering the data properly. * Fixed a minor bug in report screen. It was cycling the display and resizing of condition edit box as "between" selected repeatedly for operator. * Fixed a bug in PO posting. It was looping indefinately when summary option for PO was selected and order details did not have an account linked TO it. * New GoldMine link option to post Maintenance Contracts to GoldMine. - New Setup option in GoldMine Link Setup to enable or disable this functionality (default is disabled). - Maintenance Contracts appear as detail records in GoldMine. - You will be required to manually create a new detail type of "Maintenance Contract" - The following fields are copied to GoldMine - Detail "Maintenance Contract" - Reference - Contract number - Field 1 (Title) - Start Date - Field 2 (LinkAcct) - Renewal Date - Field 3 (Country) - Contract Type - Field 4 (ZIP) - Contract Period - Field 6 (State) - Rate - Notes - User defined Maintenance Contract fields * New GoldMine link option to post Maintenance Items to GoldMine. - New Setup option in GoldMine Link Setup to enable or disable this functionality (default is disabled). - New Setup option to determine whether Maintenance Items link to the Contract customer or the Site Customer - Maintenance Items appear as detail records in GoldMine. - You will be required to manually create a new detail type of "Maintenance Item" - The following fields are copied to GoldMine - Detail "Maintenance Item" - Reference - Product ID & Description - Field 1 (Title) - Serial Number - Field 2 (LinkAcct) - Master Serial Number - Field 3 (Country) - Asset No. - Field 4 (ZIP) - Equipment Type - Field 5 (Ext) - Quantity - Field 6 (State) - Next Schedule Date - Field 7 (Address1) - Warranty Valid 2 Date - Field 8 (Address2) - Maintenance Priority Code - Notes - Date installed, Version, Revision, Details, Comments, User defined Maintenance Item fields * New utility to edit post code added. Use "Right Mouse Click" to start it while in State, suburb or post code fields. * Maintenance Contract search now remembers last search order * Added product Description to Maintenance Contract item grid * Fixed a bug in auto expiry date calculation in "Maintenance" module. It was coming up with error no 11, "Function argument value, type, or count is invalid" when the calculated month was December. * Fixed a bug in job card search when "Date Entered" selected as search criteria. It was coming up with error no 9, "Data type mismatch". * Fixed a bug in POS Invoices. It was not updating the "Amount Owing" when coming back from "Add Parts". * Escalation monitor now correctly sorts by job date if no due date is entered. * Fixed a bug in Purchase Orders where printed date would not be correctly set * New Purchase Orders Setup option to set printed date when Purchase Order is emailed * New Invoice Setup option to set invoice printed date when invoice is emailed V5.008 Beta * New visual scheduling module - accessed via ALT-F10 anywhere within TSMPro (or on the ALT-F2 pop-up menu) - Visual Scheduler allows the graphical display of scheduled jobs for selected employees in a daily or weekly or employee calendar view - By default, the calendar will display the logged in users appointments - Below the calendar, you will see a list of unassigned jobs (jobs not assigned to an employee), which have not been assigned a time and have either no job date assigned or a job date assigned in the selected day/week. - Select Day or Week or Employee from the selection at the top of the screen to change the display accordingly - To see jobs with an assigned date and time but no employee, press the 'Display Unassigned Jobs' checkbox (not available in employee view) - To view completed jobs, press the 'Display Completed Jobs' checkbox. - To view jobs for other employees, press the 'select employee' user selection button in the top right corner of the screen. This will bring you to an employee selection screen where you can select individual employees or all employees of a selected group - To assign a job, drag it from the unassigned jobs list to the selected day and time. Adjust the duration of the job by extending the length of the job. - In Day/Week view, Select the desired employee from the employee list and press the assign button. The colour of the appointment will change to match the colour of the selected employee. In Employee view, the employee is automatically assigned to whichever employee's column you drag the appointment. - Use the forward / back / this 'day/week' buttons to select the previous / next / current day/week to display - You can select a time interval for the scheduler from 5 minutes to 1 hour per row in the scheduler - You can print out the displayed schedule - Completed jobs will have a questionmark icon. Entries for subsequent days of a multi-day job will have a house icon * Fixed a rounding problem in QB supplier invoice posting. * Fixed a problem when searching for user defined fields * Added department to Job Card search * Added new setup option on the invoices tab to automatically email new invoices to a nominated account email address. * Fixed a bug in QB posting. It was not stripping TABs from invoice descriptions. Now it also handles credit invoices. * New Time sheet invoice comment added allows you to enter comments for each time sheet that prints on the invoice * Fixed a problem emailing Purchase Orders when Adobe Acrobat was not present. * Fixed a problem printing product labels from with in 'Product Maintenance' Screen. It was defaulting to PDF Writer. * Fixed a problem adding groups/kits to products * Fixed a problem in emailing PDF attachments from "Purchase Orders". * New Contract Job stage option to automatically calculate stage percentage completed - New Set up Option under Contracts Jobs to select whether you want the stage completion to be automatically calculated - Contract Job Stage percentage is calculated as actual cost / Estimated cost (maximum 100). * Contract jobs completed date now sets stage percentage complete automatically equates to 100% * Fixed a bug in viewing reports. It was terminating with a fatal error (C0000005) * Fixed a rounding problem in contract job invoices * New customer maintenance option to force a GoldMine link - IF this checkbox is set, the customer will be synchronised with GoldMine, even though there is no job card for that customer * Fixed a problem in contract jobs add part & time to last stage when there is no part/time record. V5.007 Beta * Modified customer maintenance to allocate a 'Type' for each customer record as 'Customer' or 'Supplier'. This will allow different customer type within each category while still able to identify 'Customer' and 'Supplier'. While searching for a customer record in job cards it will filter for type = 'Customer' and in PO for type = 'Supplier'. User other then Quick Books accounting will be able to search for all customers by clicking 'Show All'. * A new code introduced for 'Payment Terms'. This will allow to calculate the payment due date for account posting purposes. (Not complete yet) * Fixed a minor error occurring in reports * New option on job card screen and job card search to display incomplete jobs only * A new feature to allow time splitting when extending past regular hours. - A new "Setup" option, in Job Card - 2 page, to enable this functionality - A check box in "Time sheet" entry screen to disable this functionality for an individual time sheet entry. - A new "Setup" default overtime labour type (can be left blank) If a time sheet spans your regular working hours (from setup) then time sheet will split into work hours and overtime components when saved pressed - When save button is pressed, creates 2 or 3 identical time entries with the number of hours multiplied by the proportion of the total time before/after working hours. i.e. if working hours are 9-5 and this is a 3 hour job logged at 4pm then first time detail will be for one hour and 2nd for 2 hours (1/3 and 2/3) * Add a new field to invoices for invoice due date. This will auto calculate based on invoice date and billing customer payment terms. * Added billing customer salesman code to Job Card reports. * New Job Card security option to allow editing of invoiced jobs where the financial total will not change V5.006 Beta * Time report now includes Cost Centre in report selection * Fixed MYOB Customer import for address field. It was inserting carriage return instead of carriage return and line feed to address field to separate the address lines. * New operator option in reports to select a range BETWEEN 2 values - This makes the reporting selections similar to the way version 4.0 reporting worked. * Fixed minor reporting bugs * Changed PO receiving. You can receive with or without supplier invoices as explained below. 1. If you have received the goods and have a delivery docket, TSM will receive stock as usual and now allows the entry of a delivery docket number into the reference field of the item received. 2. During receiving of items, you can optionally enter Supplier Invoice details if you have them. 3. TSM now allows the entry of supplier invoice details some times after the receipt of items ordered. When the invoice arrives some time later, select the receive button and select the Supplier Invoice option in the upper right corner of the receiving screen. You will see a list of all received items for this order which do not as yet have a supplier invoice applied to it. You can also see the delivery docket number if it was entered in step one above. Tag the items you are entering the invoice for. Upon receiving the Supplier Invoice, any changes to expected cost of the items will update the last cost of inventory if stock control is enabled. Please be aware that it will NOT update the average cost. * Changed the way the cost multiplier in 'labour type' code maintenance works. - The intention of the labour multiplier is to cater for overtime whereby a higher labour rate is charged for out of hours labour. TSM now assumes that the labour rate will reflect this higher rate and the employees cost will increase in line with the labour multiplier. i.e. normal hours labour rate = $60 and normal employee cost is $25, overtime rate multiplier will be 1.5 whereby labour rate will be $90 and employee cost will be multiplied by 1.5 to $37.50 - This option now multiplies out the employee cost and NOT the labour rate as it did previously. A one off change to 'Labour Type' code will change all zero cost multipliers with 1 and the labour rate to existing rate * cost multiplier. Also labour cost on all previous labour entries will be multiplied with this multiplier in order to bring existing data in line with this change. * Fixed a problem with user defined label positioning when screen resizing enabled. * Labels on checkboxes can now be changed * Added new Employee Group function to employee maintenance - This allows employees to be grouped together (mainly used for the new visual scheduler module) * Changed login routine NOT to count Actpost, TSMPilot, Gateway etc login as part of number of licensed users check, but TSM will still be required to be licensed. * Fix the bug in PO Receive due to changes in v5.006 Beta A. It was not assigning the order to the job. * Jobs are due warning message no longer crashes when too many incomplete jobs found * TSM - GoldMine Link 1.05 - Fixed a problem where contact records could double up in GoldMine. Key field is now checked to see if contact exists before creating a new contact record. * TSM - GoldMine Link 1.06 - Error handling improved to deal with GoldMine generated errors - TSM GM Link will now report the GM error rather than just bomb out V5.005 Beta * Completed changes to new report system. - Report system can now accept complicated report criteria including AND/OR, brackets for precedence etc). - Brackets follow boolean logic (i.e. 1+2*3 = 7, (1+2)*3 = 9) - Brackets are validated to ensure each opening bracket has a matching closing bracket. - Nested brackets are allowed (i.e. (1+(2*3)) up to 5 levels deep - In order to assist you in organising your report criteria, selected items can be moved up/down the list * Fixed PO Bill posting in MYOB posting module. * Fixed the job card search bug in searching by invoice number. * Added new Employee ID Update button to Employee maintenance * Fixed a problem with items dropping off jobs cards temporarily * Fixed a problem with the Summary tab of contract jobs being disabled after an edit * Fixed a problem with QB invoice posting. QB rounds tax on invoice line item level to nearest cent where as TSMPRO was rounding at invoice total level to nearest cent. This change only effects customers selected to use QB account package. * TSM will now backup your data files when it does its database structure checking * Fixed a bug in 'delete' button of 'customer maintenance' screen where it would not delete customers under certain circumstances. * GoldMine Link created customers would have an incorrect customerid * New option in Job Cards Setup 3 to choose whether emails sent to employee are detail or summary * Escalation print button now correctly prints jobs due reports * Fixed a bug in 'Make Card". It was not transferring the 'allocated time' to job duration. * Labour cost calculation now uses the cost multiplier of the labour type. * When QB accounting package is selected the labour tax code will be taken as that of the job card. In this option 'add time' screen will default the tax code to the one from job card and disable tax code list box. This change is to ensure that the invoices will not be rejected by QB interface. * Fixed a problem with up/down buttons on new report screen. * Fixed a problem with POS invoices when entering a customerid * Job Cards single nolonger resizes due to technical issues * Fixed a bug in Contract jobs delete. It was deleting the stages, costcentres, parts and labour when you click on delete and then 'cancel'. * Fixed a bug in import customer from MYOB export file. It was not creating a sequence number. * Fixed a bug in add time screen. It was not allowing to select a different tax code other then the tax code of the labour type. * Fixed a bug whereby job card parts would disappear when the job was saved * Add new reports for time to print each employee on a separate page. V5.004 Beta * Incorporated State based Tax codes for USA - In codes Maintenance, selecting States allows the configuration of a Tax code for each state. - The Tax Code of a Job Card is changed to the Tax Code of the State for the Selected Billing Customer ID if set up here * Job Type is added to job card search options. * An employee can be linked to a specific schedule. When this is selected the job created from the schedule will assign the specified employee and associated department and status with the employee. This is useful where you want a specified employee to attend the site each time you perform the scheduled maintenance. * Added schedule type to maintainable codes. This will allow to assign a specific schedule type and fee to any schedule. - Schedule type contains an optional productID which will create a service fee as a part using the schedule type fee (overridden by the schedule fee if entered) - New Setup option to select whether schedule fee is created as a part or as a service fee - The benefit of using a part is that you can control the general ledger account updated from scheduled maintenance by selecting different part numbers for different types of schedules * Fixed a bug when deleting variations when none is selected. This was deleting all cost centres for stages * Fixed a bug whereby Make Cards from Schedules was not creating all schedules due. This bug was introduced with the introduction of Auto expiring schedules in the previous version. * Added a new command line login parameter as 'LOGIN'. With this parameter you can type your login name followed by your password to get into TSMPRO with out bringing the 'Sign In' screen. For example 'TSMPRO LOGIN ME MYPASS' will login the user 'ME' with the password 'MYPASS'. * Added a new field to 'Make Card' screen of maintenance module to show total number of scheduled job cards matching the selection criteria. * Logged in users option in ALT F2 Popup now correctly reporting logged in users * Fixed a bug in 'update total' in recalculating invoice total. It was not doing the rounding for job cards that are marked for rounding. * Fixed a bug in schedule report. It was bringing the sequence number from customer search rather then the customerid. Also in this option it was not filtering the schedules properly. * Fixed a bug in maintenance main contract search order. It was occasionally come up with 'Table has no order' error. * Combined backup and restore to one screen. Also added exclusion of quick book data files to backup. * Fixed a bug in Quick Books invoice posting. It was rounding the quantity for parts used and it was not using taxcode from parts used. * Backup / Restore now on the same form * Re design the QuickBooks Posting screen layout. * New GMLink parameter "GMPROC" which will automatically process GMLink and then exit. This is useful if you process infrequently and would like to free up system resources when not in use. You can now use the Windows Scheduler to automatically run the GMLink with the "GMProc" parameter Changes to PalmPilot Version 1.18 - Changed way Jobs are updated to minimise chance of losing TSM Job information Any additions to time sheets or parts where no other changes are made to the job card, TSMPilot will update the time sheets / parts only and not the rest of the job card. Thus, if someone has edited work performed / service requested on the PC, these will not be lost when you synchronise under the above circumstances. Thus multiple users could update time sheets to the same job without losing job information. If however, any changes are made to the job card itself (work performed, invoicing, job details etc). then the job card will update to the server and overwrite the job details on the server (it will not affect any time sheets added by other users). Any TSMPilot job cards not edited at all will not update to the PC. This change should rectify the majority of operational problems with the Palm Sync except for the situation where the job is changes on one or more Palms (work performed etc) and / or the job details are updated on the PC. In this case, the user who synchronises last will overwrite the updated job and changes made by others will be lost. - TSMPilot can now be run on multiple workstations at one time to allow more than one synchronisation to occur - Option to set whether users can maintain labour on Palm has now been moved to TSMPro security V5.003 Beta * GoldMine Interface now has option to selectively use Goldmine Email or Mimi compliant email (Such as Outlook) to send TSM Emails * New GoldMine Option to ignore changes to schedules in the GoldMine Calendar so that only TSM can modify job details * New handling of Non-Contract Job Priority - Maintenance Contracts now have a new Non-Contract Priority option - Setup now has a new Default Non-Contract Priority used if the Maintenance contract does not have one set - If the customer ID of a job which is not linked to a maintenance item has a Site under contract then TSMPro will set the priority to the Non-Contract priority assigned Contract * Maintenance Contract Number now visible from all Maintenance Contract screens * Fixed bug where default labour type was not being set for labour type assigned to Customer Priority code * Added Assetno to Job Card screen with similar functionality to Serial number where it will prompt you to link the job to a contract Item if it finds that Asset No for that product ID. - Added Asset No to Job Card Report selection and sort by * Added new Unlink option to JobCard screen to unlink a job from a maintenance item. * New option on Maintenance Contracts (And new Maintenance setup option to default this value) to automatically expire schedules when the maintenance contract expires. - This is only in action when the option is selected on the contract, there is a contract expiry date and the maintenance schedule does not have its own expiry date. * Maintenance contract memo fields now have an Expand option * New Default Service Fee for Customer Maintenance and for Priority codes. - Able to specify special Job service fees by customer or priority code - If both customer and priority code has a default service fee assigned, the priority code takes precedence - zero = user system default, < 0 = none (force zero) * New JobCard report search by postcode * JobCard Siteid now defaults to the Job Customerid * Maintenance Contract reports now print in Contract # order * Adding items to Purchase Orders now correctly displaying onhand quantity * Fixed a problem setting default Service Fee for new job cards * Foxuser.dbf automatically deleted if it becomes invalid * Added an option to print unit of measure with quantity in invoices. * When account posting is set to QB customer balance will be taken from QB and not calculated in TSM. V5.002 Preview * For one off run the system will check all the records for tax codes and will create it if it doesn't exist and it will do an update total. * Customer, Product and Job Card search now remembers the last search order * Added a new 'Customer Labour Rate Matrix'. This will allow you to define special labour rates for customers * Maintenance Contracts now check for duplicate contract numbers and give a warning * Security enforced for TSMPro * New Security option to toggle security options on / off * New PrePaid time Reorder Point which warns you when PrePaid time drops below the reorder point when adding PrePaid time to a job - New Setup option to set default PPT Reorder point for new Prepaid time entries * Add MYOB Account Plus version 11 and MYOB Premier version 5.0 to Customer, Supplier and Item import from MYOB. Modify Transaction Journals, Invoice and PO import files for v11 and v5. V5.001 Preview * New User Defined fields sub system - User defined fields can be defined for the following screens: Job Cards (excluding Single Job Cards) Customers Products Employees Orders Maintenance Contracts Maintenance items Contract Job Stages - More details to be entered here * Emails now use your own MAPI compliant email program (eg Outlook) * System now properly checks for other users before reindexing and locks out new users while reindexing * Automatic Screen Resizing (Can be turned off in Setup) * PO Emails now correctly CC * Test Drive now limited to 200 records * Minor changes to Traser program initiation * Minor corrections to Cash Receipts report totals * Completely redesigned Report Screen interface - Reports criteria can now be saved and reloaded * Changes to Orders Reports: - Added new Brief orders report - Orders reports now have sort selection * Job Cards Date completed now includes time completed * Added a new feature where user can link various documents or files to job card, customer and product. By double clicking the linked file in the grid or selecting a file from the grid and then clicking the 'Launch' button will start the application that is associated with the selected file extension in windows and open the file. The Page tab for Linked Documents will be hilighted if any linked documents exist * Added rounding to invoice totals. * Added a new feature to charge the customer for a minimum amount if the job total is less then a preset value. This will increase the service fee to match the set minimum value. This option can be overwritten as required. * Duplicate Order number, Reference and Serial number warnings in Job Cards now display the job Number found * Modified Orders screen to include tax code and rate for the order. * Modified TSM registration to allow for date cutoff for rental of TSM * TSM now validates number of Palm registered users - new registration option for this * Changed the labour total field behaviour in the Job Card invoice page. When entering a labour quantity and leaving the labour total blank, TSM will now assign the default labour rate for the job. TSM will still use any rate entered as the total labour amount. * Have a button in the Customer Maintenance that jumps to the last job for that customer. * New Job Card security option to edit job notes. Other users can still view job notes. * Added Start date, Period & expiry date to maintenance item search screen * Improved Excel output for Customer reports to file * New invoice layout that does not show labour hours or rate just labour total line by line * Daily Notes can now be linked to an employee and assigned to a time. This is good for scheduling an employees day outside of job cards. * GST Tax Codes Whole Tax system has been changed from fixed rates to selected tax codes * Employee maintenance now enables you to attach a photograph ---------------------------------- TSM Changes Summary. --------------------------------- V4.098 01/03/2002 * Fixed a bug in PO detail, add part and time sheet screens. It was accepting an invalid job number when you cancelled out of job search screen. V4.097 19/02/2002 * Fixed a bug in maintenance report. It was coming up with a 'File is in use' error (error no 3) when returning from a search screen attempting to delete the temporary index file. * Removed "Cost Centre" from sort list, which does not exist in servcard. V4.096 14/02/2002 * Modified check structure module to fix duplicate and zero sequence numbers in sevdetl, ordet and time. V4.095 12/02/2002 * Fixed a bug in Servcard part used screen. It was not displaying the full information of parts used. * Fixed a bug in updating totals. This would only happen if multi-location is activated and fixed cost is selected for cost calculation. V4.094 01/02/2002 * Removed troublesome foxuser from TSM program. Browse windows will no longer remember their column order. V4.093 25/01/2002 * Fixed a problem in order receive. When an order partially received a new order item is created for the remaining quantity but it was not assigned a new sequence number. * Put an ignore routine for error number 1705 when it is foxuser.dbf that causes the problem. Also on error number 1294, which indicates a corrupted foxuser.dbf, it will asking you to quit, delete foxuser.dbf and re-start TSM. V4.092 15/01/2002 * Fixed a problem whereby data files were not being packed when reindexed with pack option selected. * Fixed a potential problem in structure checking whereby some table structures may have been overwritten by SYSVAR structure. This may have been caused by unsuccesful deletion of temporary structurre file by the operating system. * Changed backup and restore program with one that supports long file names. V4.091 21/12/2001 * Fixed a bug in initialisation of duedate in jobcards when mouse not used. * Put a new command line startup to fix corrupted average cost of parts. - Average cost and onhand quantity for non-stock items will be set to 0. - Average cost for non-multi-location items will be set to last cost. - Average cost for multi-location will be set in the following priority order : 1. last cost of the location if there is a last cost for the location, 2. last cost of product if there is no last cost for the location, 3. purchasecost of product if there is no last cost for the location and no last cost for the product, * Changed the calculation of average cost of items for multiloction products not to include negative stock. V4.090 21/12/2001 * Fixed a small problem with duplicating reports * New Customer Labels report option V4.089 07/12/2001 * Changed setup price level limits. Zero price level is no longer valid. For setting sell price to cost price use -1 as markup value and recalculate product prices. V4.088 05/12/2001 * Fixed "Profitability Summary" reports. Some totals were not calculating properly * Fixed a problem in SMS message screen. It was using 'pueditbox' class which was not in testlib. V4.087 27/11/2001 * Fixed a minor problem with labour cost when saving time add. * Fixed a problem in 'Maintenance' 'Rate Maintenance' screen. It was not saving rate sequence number and when next save button clicked on any other maintenance it would link any rate with no sequence to that current maintenance record but not to the correct record. V4.086 15/11/2001 * Fixed a bug in order detail, tra-ser drag & drop option, where it was coming up with an error # 13, message indicating "Alias 'BILLCUST' is not found." on some conditions. * Fixed a potential bug in add/edit part, where it may pop up an error # 12, "Variable 'TOTAL' is not found." * Fixed a minor problem with totals when Traser Lookup enabled V4.085 13/11/2001 * Fixed possible duplicate sequence numbers in stages for contract jobs. * Fix a bug in delete parts from job card. It was not updating the on hand quantities correctly when 'Multi Location' was not selected. * Fixed problem whereby reindexing would not occur when requested V4.084 02/11/2001 * Job cards will now accept parts used on quotes as long as active stock control is disabled * Fixed MYOB Customer import for address field. It was inserting carriage return instead of carriage return and line feed to address field to separate the address lines. * Fixed MYOB Item import for productid. It was not checking for upper case productid. V4.083 23/10/2001 * Improved error handling for printer setup problems - you will now get a warning message rather than an error box if the selected printer is not found. * Fixed a bug in backup where it was excluding the z*.dbf and z*.fpt files to exclusion of white pages. * Re-Enabled popup warning for due jobs which had somehow been disabled * Fixed a file in use error intermittently with time sheets * Fixed a problem with the Summary tab of contract jobs being disabled after an edit * Fixed a file is in use error with time & parts on job cards * The structure checking now will do a backup first. * Fixed a bug in 'delete' button of 'customer maintenance' screen. V4.082 05.10.2001 * Fixed a bug when deleting variations when none is selected. This was deleting all cost centres for stages. V4.081 26.09.2001 * Fixed a minor bug in add time screen. - Both buttons to change the start and finish time had same short cut key. - When start or finish time is changed by using these buttons was not activating 'save/cancel' buttons. * Changed palm pilot tick box selection for resetting pilot jobs before synchronising to a permanent variable. This will eliminate ticking this box every time and it will be used in deciding whether to or not to give a warning message when the job is updated in TSM. * Fixed a minor bug in creating a new job. It was not copying over the default job priority from the setup. * Fixed a minor sorting problem in detailed Maintenance Contract report * Fixed a sorting problem in Maintenance Contract site detail and item grids and search screen. V4.080 22.08.2001 * Fixed the problem with 'File access denied' error coming up when any one trying to login. * Fixed the problem in Palm Pilot due to a wrong field name. V4.079 16.08.2001 * Fixed a bug in job cards warning if a job had been completed within a certain number of days * Fixed a bug in jobcards invoice page. When the job is invoiced and the invoice amount was changed via entering a value for any of the fields on the invoice screen and then clicking cancel was not reverting the invoice amount. V4.078 09.08.2001 * Fixed a bug in 'Customer Maintenance' screen 'Additional Contacts' page. Swapping the contacts was not swapping the email address. * Add a new field to servcard to track down the jobs uploaded to Palm Pilot and give a warning when uploaded records are updated. * Fixed the problem with 'File access denied' error coming up when any one trying to login after the first person logged in. TSMPilot (New Palm install required) -------- V1.17 * New option to restrict access to updating time sheets * Time rounding now implemented on Palm time sheets V4.077 03.08.2001 * Fixed a bug in add time module. The labour type for new time was not defaulting to setup value when time module is entered through navigate screen, which means there is no job card selected at this point yet. * Add MYOB Account Plus version 11 and MYOB Premier version 5.0 to Customer, Supplier and Item import from MYOB. * Modify traser auto lookup to see if there will be any improvements. * Fixed a problem in 'Contract Job Card Financial Summary Report - Billed vs Collected'. The grand total for 'Balance to Bill' was not subtracting the 'Total Billed'. * Job Card order summary report now prints correctly in order number order * Modify Update Total to check for unlinked parts and labour to stages or missing stages for contract jobs. This will create a new stage if the stage referred by parts used or labour does not exist, which will allow user to be able to go through the records and make the final decision on correction. * Fixed a bug in saving a Contract Job cost centre. When a stage or variation number was changed it was not changing the part used or time to reflect this change. * Fixed a small error when entering a site code into Lite and Single Job Cards * Job Card reports can no longer be sorted by invoice date V4.076 12.07.2001 * Fixed a problem with escalation screen in job card. It was crashing with a buffering error. * Fixed a problem where entering a filter date on escalation screen of job card will turn save/cancel buttons on. * Modified the quote job card report to reflect the changes done in V4.075 * Fixed a bug on invoice page of jobcard. When clicking 'completed' button on some occasions it would bring up 'Save'/'Cancel' buttons. * A report added to job cards as 'Job Card Customer Approval - Terms & Conditions' in order to print be printed and signed by the customer to indicate his/her approval and understanding of the term and conditions of the job that will be performed by you. This report has three static and one dynamic paragraph you can control. You can find these sections in 'Setup' screen. The dynamic part builds from default service fee (Job Card - 1), time rounding (Job Card - 3) and rate (from default labour type assigned to the job). The static section is located in Job Card 3 'Terms & Conditions'. This will print the job summary on top section followed by conditions and a space for customer signature. * Fixed a problem in 'Maintenance Contract'. When in 'Equipment Detail - Scheduled Maintenance' page and clicking print button will bring a 'Cut Off Date' screen here when you click 'Cancel' button it was exiting 'Maintenance Contract'. * Fixed a problem in 'Maintenance Contract'. When copying schedules for all items on one site to another it would not link the schedules properly. * Fixed a problem in order print screen. It would show all reports for selection where as it should only show 'detail' reports. * Enabled 'Retention Invoice' tab regardless of any condition. It will still come up with a message to indicate that there is no retention to invoice when there is none. * Disabled 'Sales Tax' and 'Print Tax on Invoice' selections on setup screen when GST selected. * Add MYOB Account Plus version 11 and MYOB Premier version 5.0 to Account Posting. * Put a security check on right mouse click of employee list box. V4.075 26.06.2001 * Fixed a problem when adding parts/time to quotes. Now it allows adding time but not parts. Also part ordering is not allowed for quotes. If there is an order against a job that has been later changed to a quote the part will be received but will not be linked to the job any more. * Add a new feature to update product price when receiving an order. * Registration security now working correctly on accounting post TSMPilot (New Palm install required) -------- * Invoicing section now correctly displays outstanding balance after a payment has been entered. V4.074 13.06.2001 * Fixed a problem when printing out unprinted invoices from the Debtors Reports screen - Printing unprinted invoies no correctly selects only unprinted invoices and marks those invoices as being printed. * Pressing tab through a supplier code field now brings up the customer search with the supplier filter enabled V4.073 05.06.2001 * Job cards parts used and Orders Parts ordered now show up to 200 characters in parts description in grid * Fixed a bug relating to site customer information being printed in job cards and invoices for both service and contract jobs. It wasn't printing the site company name. TSMPilot (New Palm Install required) -------- * TSMPilot work performed length increased to 1680 characters * New Reset Jobs option on TSMpilot main screen - This option clears out all jobs from Palm Pilot before synchronising. Use this option to completely overwrite all jobs on the palm pilot from the main TSMPro V4.072 28.05.2001 * Merged in Palm Pilot functionality. - TSMPilot.EXE nolonger required - To startup TSMPilot type "TSMPRO TSMPILOT" * Merged in Account Posting functionality. - ACTPOST.EXE nolonger required - To startup ACTPOST type "TSMPRO ACTPOST" * Merged in Gateway functionality. - GATEWAY.EXE nolonger required - To startup GATEWAY type "TSMPRO GATEWAY" * Palm Pilot update now updates job card company, contact and phone numbers * Fixed a bug with labour cost calculation. It would calculate the labour cost based on hours billed instead of actual hours worked. * Fixed a bug in creating job cards for maintenance items. It was not bringing in the default location, payment type from the site customer. V4.071 16.05.2001 * Fixed a small bug in the logged in users popup screen where popping up the screen would remove the current user. * Fixed a small bug in Contract jobs. When system put on non-GST mode clicking the contract job was giving an error number 1925, 'Unknown member COLUM4'. This was due to resizing the column widths in invoice grid. * Fixed a bug in 'Profitability Summary - Part & Labour' report. The formula for the 'Margin %' of job card was adding the partcost instead of subtracting from job total. * Fixed a bug stopping simultaneous copies of TSM opening on a workstation * Fixed a minor bug introduced while testing for email button on error text, an error box was coming up when customer maintenance button clicked. * Fixed a minor bug in 'Statements' report. It was printing the full page header on each page of statements that prints more then one page, instead of printing only table header. V4.070 08.05.2001 * Employee email added to Jobcards Lite / Single & TSMLite * Added ability to send Job notifications by SMS to mobile phones - New SMS button on job cards - New SMS Setup option in Job Cards - New SMS report layout * Added ability to email error note to TSM support. * Fixed a small bug created in the last version which stopped you selecting the Quote option until the job card was saved. * Fixed a small bug when double clicking on Job No. in job search screen V4.069 30.04.2001 * Added a new setup option for non-stock item price selection. Changed stock item price selection to fixed price when active stock turned off and previous selection was on 'average price'. Also changed parts used and order detail screens to use these defaults. * Removed the message popped up during the login for locking. * Commencing a job card is now audit trailed. * New Setup option for Status Code when job commenced. Commencing a job will change the Job Status to the value setup in JobCards 3 when job commenced. * Backup now informes you whether it was successful or unsuccessful. * Contract Jobs can now be uncompleted if open stages exist * Fixed a problem on Order detail screen. The check total was not comparing proparly with order total with more then 2 significant digits. * New Alt-F2 Popup option to view logged in users in TSMPro. This is handy if you want to get everyone out of TSM but don't know exactly who has TSM currently running. * Shared Directory in Setup will now substitute "%USER%" with the TSM logged in user name and "%LOGIN%" for the network login name. This allows you to set up private directories for each logged in user thus allowing individual workstation printer setup and multiple copies of TSMPro open at once on a Terminal Server system. * Fixed a bug with restore screen. It was coming up with an error indicating a file is in use. Also for integrity reason now after 'restore' TSM will terminate and will require to log in again. * Fixed a problem with Prepaid Time. It was performing validation on hours worked not hours billed. * Fixed a problem with printing to an excel file. * Fixed a problem with creating a job card for an item that has maintenance contract. * Fixed a problem with "Contract Jobs Cost Centre" screen. It was not refreshing the "Cost Centre" and "Variations" page properly. * The summary page for "Contract Jobs" now shows only approved variations. * Rounded the 'nett invoice' and 'GST' amounts to two decimal places. * Fixed a problem with "Contract Jobs Retention Invoice" screen. It was not showing the retention amounts. * Fixed a minor problem switching between contract jobs summary and contract job invoices page * Fixed a minor refreshing problem switching between maintenance/equipment details warranty and item tabs. * Now maintenance contract number uses upper case. * Contract jobs now shows 'Estimated Profit" amount and percent as well as accumulated profit amount and percent. * Fixed problem where cust / product search from job cards would sometimes go behind the job card screen V4.068 30.03.2001 * Fixed a problem with debtors report. It would give an error message when 'Print' button clicked if there is an entry for 'Printed Date From' field. * Creating Jobs from the Maintenance Button in Job Cards now correctly logs the default employee for a customer and the logged in users name. * Fixed a problem with registered number of users * Added two new reports, namely 'Contract Job Financial Summary Report #2' to include 'Committed' column, and a 'Deposit Slip' to print cash receipts grouped by 'Payment Type'. This later report can be used as a "Bank Deposit Slip' * Modified 'Maintenance' reports to be able to print maintenance rates correctly for Contract and items. * Changed the "Rate" screen for "Maintenance" module so that it will automaticly add a record if there isn't any when 'Rate' button clicked. Also now it will save and exit this screen when 'Save' button is clicked. * Completing and Invoicing Jobs now puts an audit into the Notes section V4.067 13.03.2001 * Added a 'RESTORE' utility. This screen can be accessed in two ways. 1. From within 'BACKUP' screen in 'SETUP', 2. By entering 'TSMPRO RESTORE' on dos command line. This utility will allow user to restore from the zip backups taken by the TSM backup utility. * Removed some debugging code left over from testing Tra-Ser. * Contract job reports can now select the Uncompleted Check Box V4.066 06.03.2001 * Fixed a problem when replicating, the parts would be linked to the original job * Fixed a problem when editimg completed jobs. It was allowing everyone to edit 'completed date'. V4.065 01.03.2001 * Fixed a problem with unbilled invoices including some invoices that are unbillable * Fixed a problem with maintenance jobs. It will now put the 'employeeid' and 'job logged by' to jobs created based on the person logged in and the default technician in customer file. * Cash receipt reports now display long details correctly * Security adjusted to allow selecting whether reports can be printed / viewed based on security level * Serial numbers increased to 20 chars * Goldmine Link now correctly links customers added via the Search Screen V4.064 14.02.2001 * EMail CC names now go into the CC field on the email * Labour rate multiplier of zero no longer gives a labour rate of zero * Put version number back on the main screen * Correct help file is reset after customising reports * Reports are checked to ensure they exist before customising - used to give an error message * Fixed a problem printing PrePaid time reports when certain selection values were entered * Parts & Labour was not printing on Job Card Quotes if "Quoted pric includes all fees" option checkd in Setup * Fixed a small error occuring after a program update displaying "Data File/Type mismatch" * POS invoices now print Job number and Order number * Model and warranty period now correctly going on to Job Card when created from Maintenance Cotnracts * Modify Tra-Ser auto lookup to bring any part from Tra-Ser that matches the input lookup part no if that input doesn't have exact match in TSM inventory and look for exact match if it is an existing TSM inventory item. * Added a tax rate field to POS Invoice screen. * Fixed a problem with the popup calendar and Windows 2000 V4.063 11/01/2001 * Fixed a problem in email handling. It was crashing when email was not sent in Outlook. * Fixed a problem selecting History jobs (error created in previous version) * Email no longer trys to resolve email name and also no longer crashes if you cancel the email * Removed Update Conflict Error V4.062 03.01.2001 * History option now performs more efficiently but does not remember column order any more * System now detects when reindex in progress and locks out users * Fixed obscure bug whereby jobcard gave error because wrong table (customer) was selected. * Fixed a problem with Unbilled jobs report including some billed jobs V4.061 29.12.2000 * Fixed problem correctly calculating total in Job Count reports * Fixed a problem setting printer redirection * Job Escallation refresh button now properly refreshes the screen * Replaced proprietary email system with MAPI compliant email - TSM will now use any MAPI compliant email program to send email (Outlook etc) - Email setup option removed V4.060 15.12.2000 * Added PalmPilot option to product update page in Product Maintenance - Changed "Cost/Sell" page caption to "Update" * Added new Quick Jobs option to Pop Up window. Similar to Replicate, it allows jobs to be created quickly. * GST Inclusive price now displayed on Job Cards * Fixed a problem with Retention invoices when an invoice date is not entered * Improved GoldMine customer searching * Fixed a minor problem with Scheduled Maintenance rates * Job item cost price now 3 decimals V4.059 08.12.2000 * Fixed a bug in makecard for maintenance jobs. It was using the valid date of Warranty for the maintenance on the main maintenance screen instead of the scheduled job to be created. * Added Scheduled hours to Scheduled Maintenance - Added a field to schedule for allocated hours for the maintenance job scheduled. - Added a report to show the total of allocated hours for the maintenance jobs. - Modified the summary report for scheduled maintenance jobs to include allocated hours. * Added four new setup options for default job priorities and modified the Maintenance screen to include a default maintenance job warranty priority. Modified Makecard to assign job priority to jobs created based on the maintenance, schedule, customer and setup default priorities. Put the estimated work hours and estimated job end date based on this priority or typed in allocated hours for the job. * Fixed a bug introduced on last udate. Adding part was not decrementing the inventory level. * Added version and revision numbers to the 'Equipment Details' page of 'Maintenance Contract' screen. * Fixed a problem in "Maintenance" job screen. It would not refresh the address field when a new maintenance created and a customer entered. Same problem with the 'Equipment Detail - Item' caption. * Changed Tra-Ser to get the price from the 'PRICE1' field. This way user can setup the price they want to import, including any user defined price. The default price to import is 'Standard Trade' price. To change this to any other price, the user needs to go into Tra-Ser and from 'Maintain' menu select 'Options' and click to 'Link' tab and change 'Link Price 1' to the price they want to import. The 'Supplier Discount Matrix' in TSM will still work the way it is setup. Therefore user must be avare that they may need to remove the discount value from TSM discount matrix for any supplier that they import custom price column from Tra-Ser to avoid doubling the discount. V4.058 01.12.2000 * Fixed a problem with pre paid time. It was not reversing the pps time when deleted. * Invoices and job cards now correctly show long part numbers. * Fixed a problem with 'Top Customer' report. * Fixed 'GST' column of 'Summary Aged Debtors' Report. * Added three new report for 'Job Cards' to show profit on the job. * Changed 'Contract Job Invoice' screen to allow user to change GST rate at invoice level. * Added a 'Job Card Summary' report for quotes. * Added a cost selection option for Tra-Ser on 'Inventory' page of Setup. V4.057 21.11.2000 * Job Cards parts used now shows cost price in parts used grid if Cost Price in parts used is selected in the Setup. * Profit and Margin % displayed on Job Cards invoices pages. * Goldmine Customer Search now allows you to type in a search value * Improved Orders search by job number * Backup now handles spaces in directory path * Summary Debtors invoice now correctly totals up GST and display invoice date range * Changes to Goldmine Link - various inconsistancies fixed up * Fixed a bug where "Variable 'CUSTOMERID' is not found" error message displayed after returning from stage detail screen and clicked on 'Customer' button on contract jobs. * Put a new Tra_Ser feature for parts added to jobs. Now you can select the option to add parts to the jobs by using drag & drop feature of Tra-Ser instead of auto lookup. To use this feature follow these steps. 1. On 'Inventory' page of 'Setup' screen select 'Drag & Drop' for Tra-Ser connection type. 2. When parts added to the service cards or contract job stages click on 'Tra-Ser' button 3. From Tra-Ser screen select the part(s) you want to add to the job and drag them to the TSM button on Tra-Ser screen and drop them. 4. Click on TSM button to go back to TSM. 5. Tra-Ser button you have previosly clicked would now read as 'Process' now click on this button and you will be presented with a screen to enter default values for the added part(s). If you click 'Cancel' button here it will discard all of the part(s) you have draged and droped on this occation. For Contract jobs part(s) 'Location', 'Cost Centre' and 'Stage' information are compulsory field and you can not click 'Accept' button with out selection values for all these fields. When 'accept' button clicked the part(s) will be added to the jobs and will reflect on their job total numbers. 6. After you process the selected part(s) you can edit them as you require. Please remember that you can not edit the part location. The part location will take its value in the order as follows: a. Location of the part if it is from the inventory and has a value for location field, b. Default location if the part does not have a location but job has a default location, c. Default location from your setup screen if none of the above exist, d. Default location from the pop-up screen you just entered when you pressed 'Process' 7. You can click Tra-Ser button as many times as you require. * Fixed a problem in Time sheets where it would clear the filter when returning from time detail. * Fixed a problem in Maintenance Contracts when adding multiple sites to a contract. * Added an option to setup for customer search to pop up even when exact match found. (Setup - Job Card 3) * Added an option to setup for default price level when a new customer added. (Setup - General) * Increased the field height of job cord total for large fonts to be displayed properly. * Spin boxes now can display report expression by clicking shift-right mouse button. (ex. Est. duration in Servcard - Job Logging) V4.056 10.11.2000 * Changed the cash receipt data field to accept values from -999999.99 to 9999999.99 dollars. * Now product labels can be printed on dot matrix continuous label forms which will stop feeding the paper after the last label printed. This will require user to define his own custom paper size in Windows/Printer/Setup. * Now purchase orders can be searched for jobcard number on order detail. V4.055 08.11.2000 * Now temp rego has all the same functionalities as normal rego for 7 days from the registration date. * Added the order number field to manually added supplier invoice on "Orders" screen. * Fixed a problem introduced at version 4.053. The invoice page of job card was accidentaly put on bacground, which avoids entering data. V4.054 06.11.2000 * Fixed a problem which caused an error when selecting jobs from Escalation Monitor * Fixed a spelling error in Update Keys screen * Quoted jobs now correctly calculating GST on delivery and service fees * POS jobs now accepting payment type and showing GST prior to pressing save button * Update Totals now removing invalid inventory location records * Product Search no longer displays deleted products * Deleting products correctly deletes grouped items (BOM & Kits) * Product search from 'Job Logging' now displays 'Non Spare Parts' first. * When right mouse clicked to a code drop down list for code maintenance now displays the code value selected if it is not empty. * Modified job card reports to print the totals only at last page of each job print out. V4.053 03.11.2000 * Fixed a minor problem with contract jobs where it would give an error # 1586, 'Function requires row or table buffering mode', when coming back from 'Purchase Orders'. V4.052 01.11.2000 * Inventory locations now show location name in Product Maintenance * Inventory average cost now has 4 decimal places * Fixed a minor display problem in Customer Maintenance and Billing Address * Error messages can now be cut / paste into word V4.051 27.10.2000 * Fixed a problem displaying parts / labour after selecting a job from Escalation screen * Fixed a minor problem in contract jobs. When you got in to invoices screen it was not filtering the invoice grid correctly on the first record. It would fix it self after the first action. V4.050 26.10.2000 * Fixed problem with Customer Contacts and changed customer ID field length. * Removed the warning message about posting from edit button of stages. * Top Customer report now asks for date range * Correctly converted customised Label Reports to Labels * Added new column for GST collected to Cash Receipt Reports * Fixed a minor problem in 'Customer Maintenance' screen, where it would give a worning message saying that this code has already been used even though the code was not used at all. V4.049 23.10.2000 * Schedule maintenance report now correctly recognising date range restrictions * Fixed a minor problem with Employee Id after editing Contract Stages * Added labels correctly to distribution files * Product maintenance inventory adjustments / receipts can now transfer to any location, not just the locations selected for the product. * Contract Job financial summary report now printing more than one page if required. V4.048 19.10.2000 * Added new "Our Customer" checkbox - New "Our Customer" check box in Customer Maintenance - This appears in the customer section of job cards * The invoice date of the last invoice created can now be changed if you have the rights to generate invoices even if you do not have rights to edit invoices. This allows the invoice date to be changed by the person invoicing at the time of invoiceing. V4.047 16/10/2000 * New Security Setup option for Customer Maintenance to restrict changing Enforce Order Number and Account Status * Update Totals now releases any erroneous job card links to scheduled maintenance and unlinked schedules * Fixed a problem with Scheduled maintenance summary by date V4.046 13/10/2000 * Modified TSMPro to support Goldmine 4.0 integration * Modified TSMPro to set Actpost invoice post default to journals instead of invoices * New JobCard Report option for non-invoiced jobs * Fixed a small problem in maintennace contracts item details displaying site name correctly * New Backup option to ignore white pages if it exists V4.045 * Added a new Escalation Setup option (Job Cards 2) to set the default Escalation sort order * Fixed a problem setting employee ID in Escalation * Fixed a problem in maintenance contracts where deleting a site would not delete the items attached to the site - Update totals now cleans up floating items caused by the previous problem * Checking database structure no longer updates customer structure each time * New backup option in Setup - New ZIP.EXE file distributed in installation and update V4.044 * New parts label option in Product Maintenance - Report type for Label customisation is "Parts Label" * Contract job invoices now allow editing of invoice date * Fixed a minor problem displaying order details under an obscure situation V4.043 * Customer security now correctly reflecting the ACCOUNT option * Contract Jobs now show GST percentage applied * New Scheduled Maintenance report summary by Next Scheduled Date - Existing Scheduled Maintenance report moved to Detail * Fixed a problem with auto invoiced Schedules now correctly unlinking from the generated job card. * Fixed a problem with InfoBase and no nodes in the info tree V4.042 28.09.2000 * New Escalation check box to decide how department selection works. - If not checked, all departments are shown (department ignored) - If checked, only jobs with blank departments are shown * Fixed a problem with contract jobs. It was coming up with 'Seq not found error' when clicking on 'print' and also when adding a part to stages. V4.041 21.09.2000 * Fixed the customer report address field. * Fixed Employee report cost field. * Fixed a problem with job card search. It would not put the cursor initially in the search value field and select palm pilot where registered. * Fixed a problem with customer maintenance - additional contacts page. The cursor was not staying at the selected contact and will go to top. * Added a new option to Setup Jobcards 2 to choose sort order of grey items - incomplete for prior days. * Escalation screen now allows you to select a department code * Job card product receipt labels now correctly printing V4.040 18.09.2000 * Fixed the contract job cost centre pages. - The cost centre details were not refreshing properly. - Variation 'commenced date was actually stage commenced date. Added a new field for variation commenced date. * Added new Fix time to priority code maintenance which defaults the job duration hours * Changed the costing in 'add parts' and 'order parts'. When the 'average cost' was selected for costing and the value of average cost was zero then the cost was coming up as zero. Now in such situations it will take last cost instead of zero. This can happen when you have zore inventory 'On hand'. * Put an 'Esc' to 'product inventory level' when doing 'Update Total'. * Fixed a problem with contract jobs. Immediately after you go to the cost centre screen and get back and click new, it would not clear the fields. * Now you can edit an unposted supplier invoice total and tax entries even if it is linked to an order. * Fixed a problem in contract jobs invoices. It was not print the invoice not. * Fixed two problems with Orders. - Clicking 'Cancel was not reversing the entry for job number. - Clicking '?' for job search was not giving the 'job completed' warning message. * Added an option to 'Orders-Supplier Search' screen to show all customers rather than just the suppliers. * Fixed a problem in displayin time grid for the jobs. When labour added to the invoice by typing in to the 'Invoice' screen it was not giving a sequence number and this would couse a problem in time grid, it would show the first unsequenced time entry for all other jobs that have time entered the same way. * Modified the Job card report screen to allow the selection of 'incomplete' jobs. * Fixed two problems in 'Employee' maintenance screen. - It was showing the security levels in the default department list. - It was allowing a non-supervisor to be able to assign any security level to a new employee except supervisor.\ Now it only assigns the same secuirty level. * Fixed a problem with saving a new job with manual job numbering option. It was skipping one number each time. V4.039 13.09.2000 * Fixed a problem saving jobs in Job Cards Lite * Employee changes are audit trailed in job Cards V4.038 07.09.2000 * Redefined the random unique file names for 'Make Card' screen of maintenance jobs to avoid file conflict. * Add two 'Quote' job prints to include GST in quotes. * Fixed a problem with adding parts to contract jobs. It would save the part added even though you cancel out when you are at the last stage and have more then one stage. * Added a field to contract job invoice page to allow customer and job base GST rate. * Fixed a problem with product maintenance 'Location' grid. Now it only allows On Hand, ROP, ROQ columns for editing. V4.037 05.09.2000 * Significant speed improvement in Job cards with large data files * Job card labels and PO Receipt labels now use a new label format * Modified job card total to include the re-calculation of total for each part. V4.036 30.08.2000 * Fixed a problem with contract jobs where it was not staying on the cost centre selected after coming back from cost centre screenbut always goes to the first record instead. * Fixed a problem with maintenance jobs where it would not bring up next schedule screen when completion date was entered and saved. This function was working when job is completed by clicking the 'Complete' button. * Fixed a problem with the parts used screen of contract jobs. The 'price' and 'tax' columns were in wrong order. * Added a new report for contract jobs to show contract value, invoiced amount and cash receipts. * Modified the 'Aged Debtors Summary Report' to show GST amount on a separate column for 'GST Collected' reporting. V4.035 25.08.2000 * Fixed a problem with site address in Maintenance Contracts * Fixed a problem in debtors report selection options. * Fixed Job card search (again) V4.034 23.08.2000 * Fixed a bug in job card search by invoice number. * Changed the handling of cash receipts that are not linked to any valid job card or an invoice. Now it will link the cash receipts to the job that matches the invoice if the customer ID also matches. On all other scenarios it will create the missing job card with 'reference' set to 'CASHERROR'. This will allow you to investigate the problem and take necessary action your self. * Added a new option in reindexing for packing the data files with a default value of 'NO PACKING'. This will stop permanently eliminating the deleted records from the tables. You will need to select this option if you want to pack. V4.033 17.08.2000 * Scheduled Maintenance browser now displays linked job cards * Fixed a problem when creating cards from maintenance where it said "unable to create..." * Fixed a problem searching for jobcards by invoice number in certain situations * Fixed a problem which was causing an error as "VARIABLE 'MPRINTED' NOT FOUND" after printing an order. * Disabled 'Replicate' button in job cards when save/cancel enabled. * Fixed a problem with 'Order' report. It was applying discount on cost twice. * Removed 'Add New' button from 'Search' when search is done from 'Customer Maintenance' screen. * Searching for a product, on job logging page of job cards, it will default the filter to non-spare parts, when service item is not limited to spare parts only. V4.032 11.08.2000 * Fixed a problem in Updating the totals for invoices and GST. * Fixed a problem where the 'Ord' & 'ers' buttons were not changing colors based on the order status of the job in job card screen. * Added a new feature to change the colors of the Job Card Order buttons. They turn red if there are any unreceived order, will be blue if all the orders are received. V4.031 10.08.2000 * Fixed a problem with Cash Receipts * Cash Receipts now shows customer Status * Parts Used report now correctly filters Job Card Product range V4.030 09.08.2000 * Added a GST column to the detailed Aged Debtors report * Update Totals now deletes invoices linked to Job Cards that no longer exists * Fixed a problem in Job Cad Lite / Single where employee had a default department. * TSM can now be open multiple times on a workstation without using up multiple user licenses * Completing an edited job no longer requires the Save button to be pressed * New Estimated Job Duration on Job Card screen * When TRA-SER integration is active and a non-inventory item selected from TRA-SER will not create the item in inventory if selected to do so in the SETUP. * Fixed a bug where receiving an item ordered through 'Purchase Order' would not create an inventory record even if ordered for the inventory and not exist in inventory. * Fixed a problem in job card where it was coming up with 'Can not access selected table' error. V4.029 27.07.2000 * Fixed a problem with calculating the tax amount when going forward and backward between GST and sales tax. V4.028 26.07.2000 * Fixed a problem calculating Escalation colours for Priority code override colours * Fixed a problem calculating the GST amount after deleting a part. * Fixed a problem displaying the amount owing on customer maintenance screen. It was not including the GST. * Put an extra control to make sure GST will not apply to items that are created after switching back to sales tax and going back to GST. When you switch back to 'Sales Tax' for any reason to create a job card and invoice that is non-GST you normally clear the GST rate on setup. If you didn't clear this rate when you save the non-GST job it was saving this rate for the job. After this when you set back to GST and do an 'update total' it would use the rate that was saved at the back ground that you forgot to clear and calculate a GST amount for a non-GST job. Now regardless of clearing the GST rate when you create the job and invoice in non-GST mode it will ignore the GST rate and therefore will not calculate any GST for a non-GST job. * Put an extra check to validate cash receipts while updating totals. This would make sure cash receipts invoices and service card links properly taking the service card as base. V4.027 24.07.2000 * Fixed a bug with invoice report screen. It would print the default report regardless of what is selected. * Removed page numbers from invoices / job cards * Some speed improvements to Product Maintenance when large databases with many locations used * Added a new field to Supplier discount matrix to be used by TRA-SER for discount when autolink to traser established. * Removed 'start', 'finish' and 'hours' from the 'Labour' section of the invoices and customer e-mail job card. V4.026 internal V4.025 20.07.2000 * Updated invoices to display values > $1,000,000 * Fixed a bug with statement report layouts. It was printing the remittance section on every page and detailed statements were resetting the cumulative values on every page resulting with the wrong sums when the statements were printed on more than one page. * Fixed a bug with POS screen. It was coming up with a warning when adding a part to a new job as this job has already been completed. Also fixed the description field in the parts used grid. V4.024 18.07.2000 * Changed the repositioning function to reposition on the first record only when main controlling record changed. This is applied to most of the grids in the program. * Changed the Supplier Invoice "delete" button check. It will now allow you to delete a Supplier Invoice that is linked to a PO but will require user confirmation to do so. It will also require additional confirmation if MYOB post is activated and the invoice has already been posted. V4.023 17.07.2000 * Fixed a problem where sales tax was being excluded from the parts total for old Sales Tax Jobs. V4.022 14.07.2000 * Fixed a problem with entering a Contractor ID on employee screen. * Fixed a problem with priority matrix adding parts when a new job created. * Fixed a problem creating supplier invoice on completion of a job assigned to a contractor. * Modified customer screen save option so that it won't go back to servcard after saving. * Fixed a problem in printing statements. * Changed setup to limit the length of product description field to the limit that VFP can handle. * Fixed Parts Used maintenance showing wrong value in Tax column * Fixed a GST tax problem with order report total * Fixed a jobcard search problem. V4.021 13.07.2000 * Fixed an error when customer phone number entered in Customer Maintenance and White pages installed. * Fixed a problem with searching for job cards by surname * Fixed a problem with positioning at the first record in Parts used and time detail on job cards. V4.020 11.07.2000 * Parts Used from Navigator not displaying tax columns properly * Added new Default Department to Employee Maintenance - Selecting an employee with a department set will set that department on the Job Card * Fixed a problem accessing Cash Receipts button and amount paid field on job cards. * Fixed a problem in Debtors report screen. It was not including the GST amount while filtering for zero amount owing. * Added the GST field to Contract jobs invoice grid. * Fixed a problem in Contract job navigation. It would not move through the job cards after clicking the cost centre grid. * Fixed Order report to include GST in the total. V4.019 07.07.2000 * Fixed a problem setting default Customer Labour Type - New Setup Option on Job Cards 3 to select whether default Customer Labour Type comes from Job Customer or Billing Customer. * All invoices / Statements / Job Cards modified for GST / Quote changes * Order Summary Report now includes GST * Fixed a problem calculating order item totals V4.018 04.07.2000 * Fixed a problem with Cash Receipts. It was not showing the GST amount in the totals. * Finally fixed the Customer has Changed error * Added new Cost Method option to inventory parts used reports to be used when printing inventory value report. * Completion status now changes when completed date entered manually. V4.017 03.07.2000 * Fixed a problem with Cash Receipts report bug invoice date * Changes to support new PalmPilot interface * Contract Job reports disabled if Contract Jobs not selected in Setup * New change to update totals to clear out Sales Tax from inventory and recalculate sell prices * Fixed a problem with Purchase order and add parts from job card. It was not bringing the right sell price to the screen. * Fixed a problem with Purchase Order customer discount. It was not pointing to the right customer for discount. V4.016 30.06.2000 * Fixed a problem setting up Order reports if Accounting integration was turned on. * Fixed a problem with Purchase Order layout for GST * Purchase Order report was missing from the distribution * Problem with Purchase orders printing old orders with Sales Tax when GST was turned on V4.015 30.06.2000 * Fixed a problem upgrading from TSMLite version 2 * Added a new Setup Option (Job Cards 3) to disable setting Job Due Date automatically when adding a job card * Fixed a bug where the sell price was same as the cost price when Tra-Ser link activated. Also if there is only one part from Tra-Ser it will no longer bring up the browse screen. V4.014 26.06.2000 * Fixed a bug where Contract Job Cost centres would disappear if quoted price was zero. * Fixed a bug where "jobdate" is selected as the sort order and a date was entered as a search value in job card search screen. * Removed report functionality where last report viewed became the default report * Reports screen now selects default report upon entry and selection of detailed / summary * Fixed a bug where the product type and manufacturer list box on "cost/sell" page of product maintenance screen was not populating the list properly. * Changed the "Report Customization" initial report listing. When "Select Report" clicked, it will filter the list of report according to the filter option for job cards or contract jobs or both where applicable. Once in the "Report Customization" this filter will be overwritten when a "report type" selected from the combo box list of reports. V4.013 27.06.2000 * Fixed a problem with the display of company name on the navigator. * Fixed a problem to stop advancing the printer when label printing for PO received is selected but no label to print. * Customer Ageing now working correctly * Fixed a bug related to upgrading from version 3.0 and earlier with Multi Location Stock enabled. With an error saying 'Alias Prodloc not found' while running update totals. V4.012 26.06.2000 * Fixed a problem with Contract Jobs Replication V4.011 23.06.2000 * Minor bug fixes * Check Commenced Checkbox in Escalation screen now works correctly. V4.010 23.06.2000 * Fixed a bug in Product Report screen. When search buttons for "Site ID From" and "To" on both pages were clicked it was giving an error after returning from the search screen. Also fixed "Cost Centre" drop down. It was not bringing any selection list. * Fixed a problem where the Job Card number could be edited while updating a job card * Added Commenced check box to the Job Card Job Logging screen * Fixed a problem with the Pull down menu when customising reports. * Fixed a problem selecting correct postcode from a suburb when preferred state was selected in setup. V4.009 22.06.00 First official release of TSM Version 4.0 * Fixed an error when running Update Totals * Added a new option to Update prices in Product Maintenance to clear out a price column. This will replace the selected price / cost with 0. * Increased maximum length of company name to 100 characters * Fixed a bug in contract jobs. When first stage added to a new job and cancelled on return to contract from stages it was locking the record that was in and not moving to any other record. * Fixed a bug in contract stages. When a new variation added to a stage that had no variation on cancel it was bringing a variation that did not belong to that variation. V4.008 Beta 19.06.2000 * Changed accounting registration * Added new GST Rate to Purchase Orders * Fixed a bug when canceling new items added to an order V4.007 Beta 16.06.2000 * Now able to add Zero price cost centre to a Contract Stage * Fixed a problem where invoices were not being correctly deleted * Fixed a problem when adding a manual invoice that already exists * Fixed a POS invoice GST problem * POS Invoices now correctly print parts purchased * Fixed a problem with adding a schedule rate to a scheduled maintenance * Fixed a problem displaying product description on Maintenance Contract reports * Fixed a product search problem with Exact functionality turned on * Fixed a time sheet report problem repeating the employee ID in the total * Added new Default Priority code to Customer Maintenance. When that customer ID is assigned to a job Customer ID then the customer's priority will be given to the job if no other priority has been assigned. * New Auto Invoice Schedules - This option can be used to define periodic billings for maintenance contracts or equipment rentals. - Added a new option to Scheduled Maintenance to automatically complete and invoice job cards created for Scheduled Maintenance Cards option. - When creating cards from Schedules, any schedules flagged as Auto Invoice will automatically be completed and invoiced on creation. The schedule will automatically be rolled over to the next schedule date. * Added a new Customer Security option to disable access to updating Customer notes. * Contract Invoices are printing properly V4.006 Beta 15.06.2000 * Fixed a problem introduced in the previous version when invoicing jobs * Fixed a problem related to auto setting job status when tabbed through the employee combo box. Now it will update job status field only when assigning an employee to the job for the first time and if there is any status selected in setup screen. * Added contract job reports to Job Card Reporting. V4.005 Beta 14.06.2000 * Added new Contractor Payments Facility - New Purchase Order Setup option to turn on Automatic Contractor Payments - New option in Employee Maintenance to select a Contractor Payments Supplier to whom invoices will be made out. - Whenever a Job Card is invoiced to an employee who has the Contractor Payment Supplier assigned and Automatic Contractor Payments are turned on then a Purchase Order Invoice Payment entry will be automatically generated to the contractor. * New Job Card setup option (Job Cards 3) to set / suppress warning when adding parts to a completed job. * New Maintenance Contract Reports * Fixed a problem with Scheduled Maintenance expiry dates V4.004 Beta 13.06.2000 * Added a new option to Job Card Reports - Ignore Credits. This will exclude all jobs whose total is less than zero. * Permanently removed the file SYSDATA.DBF from the program. All old TSM users with customised report might need to redo these reports if they contain references to Sysdata. TSMPro uses the new SYSVAR file instead. The old method of referencing sysdata was like SYSDATA->udfl_c_1 whereas the new method is V_FIND("udfl_c_1") (substitute any other valid field for udfl_c_1) * Added a new Product Group option to select whether group is a Bill of Materials or a Grouped Kit. - BOM uses the selected part as the major part for pricing purposes and explodes linked items to the job at zero price and cost. - Grouped Kits put parts on the job as if they were added manually and DELETES the Kit item from the job. These parts ALWAYS use price 1 as the sell price. * Moved all Traser Setup options to the Inventory Page * Sped up opening of module screens * Changes to contract Job Reports * Fixed up a problem generating registration numbers on new installations V4.003 Beta 09.06.2000 * Maintenance Contracts Rates Update screen improved * Various other minor bug fixes V4.002 Beta 09.06.2000 * Fixed a problem linking Jobcards to Maintenance Contracts when Maintenance button is pressed. 2000 TSMPro V4.001 Beta 08.06.2000 * First Beta Release of version 4.00 * New Registration routines require re-registration of all users. * Added a new Setup Option to set the Proware Web Site WWW URL Address * Added a Setup Option for real time Tra-Ser link for adding part from job cards, and an option to update last cost in Inventory with Tra-Ser cost. * Added a temporary reminder to activate GST setup option a week prior and a week after the 1st of July 2000 if not already set. * Added a filter selection for listing the jobs for creation from Maintenance contracts. * Added an option for using either the company or employee e-mail address while sending e-mail to customers. * Added Accounting Package selection option to Invoice Setup * Removed Email buttons from Contract Jobs * Default price for parts used now base in Job Billing Customer instead of Customer ID * Added ABN Number to Employee Maintenance * Changes made to Job Card Replication 1998-2000 TSMPro V3.1 --------------------- V3.165 * Fixed a problem calculating job totals when Quote Inc flag set * PO's no longer let you to enter an invalid PO number * Product ID no resizes correctly when changed in the Setup V3.164 06.06.2000 * Fixed a problem in Customer Contacts where Cancel Button did not work and you could edit directly in the contact grid. * Can no longer select both a Billing Customer and a Billing Address in Customer Maintenance. * Can no longer select an invalid Billing Customer in Customer Maintenance * Added a filtering option to product screen. Now it is possible to see either Spare, Parts non-Spare Parts only or all parts. * Added a new setup option for e-mail address to be added to the email as "From" address. If employee mail address selected it will include the employee e-mail address if the employee is allowed to send e-mail and an e-mail exist for the employee, other wise webmaster e-mail address will be used, that is the e-mail address in the e-mail setup. * Fixed a problem in "Timesheet Reports with Labour Type", it was not printing all the Labour types in Grand total. * Fixed a display problem in Job Cards. It was showing the last part added or edited in all jobs. * MANY minor bug fixes * Fixed a problem printing Quotes from Job Cards V3.163 05.06.2000 * Fixed a problem in job card. After saving a new job, clicking the escalation tab and then clicking job logging tab was giving a message "can not access selected table" and "Logged by" list box would disappear. * Added new Priority Matrix to Customer Screen. - This is used to automatically add the selected parts to a job when the Priority code is assigned to a job where this customer is the Billing Customer. * Fixed a problem with Escalation Colours * Non Stock inventory no longer updates onhand values * All mention of TAX on Invoices, Job Cards and screens is now from Setup i.e. (VAT, GST etc) * Added a new Setup option in Job Cards 3 to select whether Quoted jobs should include Delivery and Service Fees in the job total. * Quoted jobs now ignore actual parts and labour if EITHER parts or labour quoted amount is entered. V3.162 02.06.2000 * Fixed a problem accessing Product Type in Product Maintenance when called from Jobcards. * Fixed a problem where TSM would automatically add a Product if called from Job cards when Product ID is blank * Added an extra security for ordering and receiving for completed and invoiced jobs. * Fixed a problem duplicating the order information when partial quantity received. * Fixed problem with Job Card Search / Update error message after receiving an item for a job if orders module was entered from Jobcards. * Date Time Fields now correctly update with keyboard shortcuts V3.161 01.06.2000 * Fixed a date problem created in version 3.160 V3.160 31.05.2000 * Fixed problem editing Account Status in Customer maintenance via keyboard * Fixed problem entering Invoice date on Purchase Orders via keyboard * New GST field on JobCard. You can now set your own GST Rate per invoice * New customer search order by City * Fixed a bug in Contract Job printing when no stage information available. * Changed the number of digits printed on Time sheet reports with Labour type totals. * Fixed the logic to calculate the Actual Cost and estimate cost of Contract Jobs. * Put an additional check on order receive for invoiced jobs. It will give a warning and let user to select to whether proceed with receive or terminate when job is invoiced. * Fixed a bug related to cash receipts button in Contract Job. It would crash when pressed after printing invoice. V3.159 30.05.2000 * Added Model to Job Card Screens * Fixed a problem displaying past schedules in Maintenance Item Search screen * Fixed a problem with some installations V3.158 29.05.2000 * Fixed a problem related to display of Amount paid in servcard. * Added variation description to Contract Jobs Cost Centre page. * Added a setup option for GST label on Screens. * Added a setup option for Automatic updating of Code table defaulting to 'Yes'. * Fixed a problem related to performance of jobcards in multi-user environment. V3.157 26.05.2000 * Real Time Traser integration * Fixed bug with PO cost prices when purchase discounts applied * Added actual cost to Order details * Fixed problem with TSMPro error handler * Changes to Setup so that MYOB Post setting no longer forces entry of PO invoice number V3.156 24.05.2000 * Fixed a problem related to PO label printing. * Fixed a problem related to contract job estimate totals. * Improved error handling * Fixed a problem in Time Sheet report, it was crashing on character entry into docket number, which is a numeric field. * TSMPro can now run the executable locally and access data on a file server - TSMPro now looks for a file called TSMPRO.INI in the directory you started TSMPRO.EXE from. It will look in this file for PATH=data path i.e. PATH=H:\TSMPRO If found, TSMPro will access all its files from this path. Use this new option if you want to run the physical TSMPRO.EXE program from a workstation but access TSMPro files on the file server. V3.155 23.05.2000 * Internal - not to be used V3.154 14.05.2000 * Modified the invoices not to show the Labour rate, labour total, Parts unit price and parts total when there is a quoted price for them. * Fixed a problem with "Company Job Counts - Parts & Labour" report. * Added a new feature to import estimate from ESPRO Estimator into contract jobs. * Fixed a error coming up as "Alias 'Servudfl' table not found" V3.153 09.05.2000 * Fixed a problem related to 'save' button in time sheets. It would give a message as 'servudfl' table not found. * Added a new feature to be able to add manual PO invoices for MYOB posting. * Purchase orders now allow more than 99 items to be ordered * Added new Alternate Parts to Product Maintenance and to Product Search * Bug Fix Order Report when selecting an employee V3.152 04.05.2000 * Adding an order from Servcard now defaults parts added to Servcard of job * Modified invoices to say "Tax Credit" if amount < 0 * Fixed a problem with spontaneous Autopay cash receipts * Fixed a problem with double clicking on parts used grid. Now when double clicking the parts or time grids in job cards or in contract jobs will bring the edit screen with the selected record for parts or time respectively. * Added a default labour type to priority codes and to jobcard. This will allow user to select a labour code to associate with certain priority codes and when adding labour time it will initiate with this default value which then can be changed by the user both at job level and time entry level. * Fixed a problem with receiving the orders. It would not receive the orders that followed an order which was linked to a job. * Added a report for printing Labels for PO Received. V3.151 - Internal release V3.150 01.05.2000 * Fixed problem completing a POS invoice * Added new Setup option to disable Stock Control - Removed Active Stock from PO Setup options V3.149 26.04.2000 * Set the focus on the grid when clicked on "Cost Details" in Contract jobs. * Fixed a problem with Stage number incrementing to last stage no + 1 on creating a new stage in contract job. * Added a Setup option for "Retention from the Completion of Whole Job" (Accumulated Retention) or "Retention from Invoice" (Invoice by Invoice Retention). This can be changed at job level. * Replaced all the references to Varcc to stagecc. * Added setup option for printing labels for PO received. * Added setup option for printing label for PO connected to job card. * Added two Contract Job Card Reports. V3.148 26.04.2000 * Added an ABN to Customer Maintenance * Added an option to Customer file to make customer GST free * Added an option to determine whether actual purchase cost should be assigned directly to the job card item when linked to a job card and bypass inventory. Also added a default set up option for this feature. * Modified job card prints to show any payments. * Fixed a problem with date fields in Employee screen. * Changed the default PO Receipts Account number selection to a dropdown selection in setup screen. * Fixed the problem related to memo stamping. When date, time, user selected it will only work on the fields selected for stamping. Also fixed a problem causing typed information to be lost when first got into the memo field by tabbing and then mouse clicking in the field after typing some information. * Added a feature to Popup Schedule screen to select all or a specific employee. * Changed the header of message from "Warning" to "Information", which pops up to inform when this customer was last serviced when creating a new job. * Fixed a bug in contract job which was coming up with an error message "Variable 'INVNUMBER' is not found" when a new invoice is created. * Moved the tax type and GST rate from "Invoice" to "General" page in setup. * Added an option to "Setup - Contract Jobs" for calculating the Contract Invoice total due based on the difference of % completed or total sell price and the amount already billed. * Added a new Contacts section to Customer Maintenance to allow for multiple customer contacts. * Added a new Contact Lookup button to Job Cards Site Contact and PO Contact * PO's now show tax column for both Sales Tax and GST * Sales Tax number is now disabled when GST is turned on. * Adding a new PO now correctly sets the contact name V3.147 * Fixed a bug in Purchase Orders details. When adding item to purchase orders, it would not take the quantity into account when calculating the Cost price from the markup. * Added new Postcode range and customer Service Area option to Customer Reports * Added new sort by Postcode and Customer Service Area option to Customer Reports * Fixed a problem in invoice printing. * Fixed a problem with job detail link after printing invoice in job cards. * Added an option to Setup for default PO Receipts accounts. * Added a feature to force PO Receipts account number when MYOB Post selected. * Added a feature to let the MYOB account number in "Order Details" to be changeable. when receiving the orders. * Fixed a bug in contract job which was coming up with "Invnumber not found" message when an existing invoice was edited. V3.146 * Fixed a problem in Job Cards where payment type was not displaying until Save button was pressed. * Fixed a problem in "Job cards - Escalation" page where an error message, "Unknown member TIMER1" was displayed when "Commenced" was clicked. * Fixed a problem with Invoices not displaying report options * Fixed a problem with Cash Receipts, showing "Unknown member Calsdate" and "Calfdate" on start up of this screen. V3.145 * Added support for Summarised PO Receipts - Add a setup option to Summarise PO receipts for job cards. - If Set, all the received items linked to jobs will show items received as a single line item in Job Details. * Add new time sheet reports to show a total for each Labour type displayed. * Add a new page to PO to capture invoice information. V3.144 * Fixed the memo field editing bug, the problem was at the first mouse click after initial typing in the memo field it was clearing the typed information. * Fixed a bug in Customer screen that was not refreshing the page not on display. * Purchase Orders now correctly hides item Tax if GST is enabled * Purchase Orders now correctly hides item location if Multi-location inventory is disabled * Purchase Order Receipts now has editable fields highlighted in yellow * Purchase Order Receipts now correctly recalculates order totals if received item details are edited. * Added new Estimated Cost price to Job Cards * Added a new Job Card report to compare parts used costs with estimated costs V3.143 * Fixed a bug in recalculating totals that set invoice amount paid to zero * Most Calendar buttons replaced with Right Mouse click * Added new setup option to determine whether the Sell price should be a mark up of discounted PO Cost or standard cost. * Added a Labour cost multiplier to Labour Codes to enable accurate costing of Labour for overtime etc. * Added a setup option for manual invoice assignments. * Added a PO Receipts Control Total to "Order Receive", to enable checking on receipt total of all items to be received. It will ignore checking when zero Control Total entered. V3.142 * Added manual invoice details for contract jobs. * Employee productivity report now calculates correctly * Added Supplier discount matrix for product types * Fixed a bug where GST was not calculated on Service Fee * Added path to Traser in Inventory Setup * Job Cards now accepting deposits correctly * Changed Prepaid Time - Codes Maintenance for labour type now includes a Prepaid Time Checkbox - Only labour types of Prepaid Time type can be used for PPS * New Supplier Discount Matrix - Supplier Discount matrix added to Product Type in Codes Maintenance - Changes to Purchase Order line details to cater for Supplier Discount matrix V3.141 * Added support for Internet processing * Fixed a problem with Cash Receipts and Detailed Statement report V3.140 * Fixed a problem in Maintenance Contracts when adding Scheduled Maintenance * Changed way PPS works - New setup option for PPS Labour Type - Time sheets linked to PPS must use this labour type - Time sheets not linked to PPS are not allowed to use this labour type V3.139 March 13, 2000 * Completed conversion of All invoice formats. Moved Job Card Site invoice and Detailed Service Invoice to invoices section. * Removed fields Servcard.Invnumber, Servcard.Invdate & Servcard.Invprint from Servcard.dbf. NOTE - Any custom reports referencing these fields will fail. They must be changed to Invoices.Invnumber, Invoices.InvDatge & Invoices.InvPrint * Fixed a major bug when deleting Jobs - it would not delete associated parts and labour and invoices * Reports now correctly remember page size * Added Birthday to Customer Maintenance and Customer reports * Modified Update Totals to recalculate schedule pending status * Modified Maintenance Cards option to automatically reload screen after entering a date range * MAJOR changes to invoice structure. Any customised invoices WILL NOT be compatible from this version onwards. Either recreate customised invoices from standard invoices or email your customised invoices to Proware and we will modify them for you at no charge. NOTE We will only update customised invoices that worked correctly prior to the change to TSMPro * Invoice / Setup options to define invoice types for each invoice. - Job Cards now have a new invoice option - Billable / Unbillable. - If billable then you can select whether to include / Exclude parts and Labour - All Invoice reports consolidated into major categories to cater for the above changed. All invoices now capable of printing parts and labour. V3.138 * Put a filter option on employee search screen to exclude terminated employees. * More work on contract jobs * Employee search screen has new option to exclude terminated employees * Fixed a problem with Job Card and Parts Used reports when using invoice date range * Modified Invoice reports in preparation of including parts / labour / manual invoices. NOTE - This might make some customised invoice reports incompatible with TSMPro. You need to change all references to Sevdetl to Servrep. Sevdetl is the table that contains parts used. The easiest way to do this is to either redo your customisations or copy the relevant sections from an original Invoice layout. V3.137 * Removed Service / Quote tab from full job card as it was unnecessary. * Fixed a problem with service invoice layout from jobcards * Fixed up hotkeys on Job Card * Added new option to reindex to check for data file structure. This was always the case, now it is optional. * Fixed a problem with prepaid time displaying available hours left * Added totals to prepaid time screen * Reorganised Customer Maintenance screen * Search screens now start at the first entry * Added new ACN/ABN code to Setup * Fixed up memo field problem when date/time stamping disabled V3.136 * Additional work on Contract jobs * Fixed a possible Cash Receipt problem V3.135 * Fixed a problem with Products where average cost not setting correctly when adding a new product. * Fixed a problem with changing user passwords * Fixed a problem with time stamp fields * Fixed a problem printing invoices from Job Cards with large data V3.134 * Added new Weekly Employee Schedule to F2 popup * Fixed a problem where adding time/parts/order details and then canceling would leave a blank entry. * Fixed a problem where editing a time sheet entry would always return to the first entry when pressing save. * Fixed problem with timestamped memo fields entering a time stamp when you used the scroll bar only. * Fixed a Maintenance Contract bug where maintenance items were not correctly displayed V3.133 * Changed User Defined Fields to allow for user defined formula * Fixed problems in Contract Jobs * Implemented Contract Job invoice V3.132 * Fixed a problem resizing screen after displaying some reports to screen V3.131 * Added customer credit Limit - New Credit limit in Customer Maintenance - New Setup option to warn on Credit Limit exceeded - Job Cards changed to warn if credit limit exceeded * New Customer Maintenance field for account total * Job card validation notification now consolidate in one message * Fixed a bug in Job Card reports * Fixed a bug where job total not refreshed after adding in Warranty items * Added Fault and Repair codes to Job Card report selection screen * Minimised background option (V3.130) disabled due to unresolved problems * Time sheets now warn you when date entered is prior to logged date or after today's date * Removed yellow colour from background TSM image (yeah!) V3.130 * Added Bank and Branch to Cash Receipts * Added new setup option to minimise the background window * Added new Setup option to remove Job Card Service fee from GST calculations * Fixed a bug commencing jobs in Lite and Single Job Cards * Fixed a problem in Email jobs report V3.129 * Fixed a problem with Job Priority due time calculation outside of business hours * Fixed a problem adding products * Added new Setup Internet Tab V3.128 * Added in Time Sheet rounding which will round all billing hours to nearest user selectable hour increment (0.25, 0.5 etc) V3.127 * Fixed bug in PO Receipts * Fixed a problem disabling priority code assignment when contract had no renewal date and item had no warranty expiry date V3.126 * Fixed bug in maintenance contracts giving error on valid to date * Changed Product Groups - New screen layout - Group now contains a quantity for each item - Each item can only be selected once - Fixed bug allowing you to select main group item in the group list V3.125 * Internal changes to data file structures * Fixed a problem printing detailed reports with ranges ********************** * Changed data file structures. All references to "desc" in Sevdetl, and ordet have been changed to "descrip" for consistency. Any users with customised reports will need to change their customised reports to comply or the reports will indicate an error when run. This generally affects Job Card parts used, and order details. ********************** * Added new Setup option to display TSMPro logo on startup * Job Card labels now go to the label printer selected in Setup V3.124 * New setup option to select whether Jobs created from Maintenance Contracts link set the customerid to the Site code or the Contract Customer ID * Fixed problem with detailed Warranty type Jobs V3.123 * Increased labour hours to 4 decimal places allowing for accurate 1/3 hour increments as 3.3333 * Added Internet registration option to Test Drive Registration * Added Proware Web site hyperlink to Main TSMPro Navigation screen * Added email support for White Pages import * Fixed bug in schedule report stopping From/To schedule date working. v3.122 * Speed improvements redrawing Job Card screen * Fixed problem in maintenance contracts requesting a schedule start date * Reduced frequency of customer code change warning * Separate Setup options for Customer & Billing customer order number enforcement. * Added new Setup Option to set Job Status on Allocation of an employee and invoicing a Job. * New Setup page Tabs added for Maintenance & Job Card 3 * New Setup Option to enforce Payment Type on Full Job Cards * Added support for Exporting reports to text file, ascii file and Excel file formats * Passwords are now encrypted V3.121 * New Setup Option for Maintenance Contracts to select Schedule Rollover type 1 - Rollover from Completed Date 2 - Rollover from Logged Date 3 - Rollover from last schedule date * Fixed problem with Markup calculation on parts used * New Customer field called Default Job Location which will set the Job Card location to this value when a job is created for this customer. * Fixed a problem causing blank jobcards to appear if canceling adding a job. * Customer order number enforcement now works on billing customer as well * New customer field called Default PayType which defaults the payment type on Job Cards and Cash Receipts to the selected type. V3.120 * Modified Reports Setup screen to allow the entry of a user defined condition to the report. This allows the report to have additional conditions attached that are not available from the selection screens. * Product Maintenance image now accepts Bitmap, Gif, Jpeg AND Icon files. V3.119 10/11/1999 * New security option to restrict deletion of unpaid invoices * New warning if customer ID is edited on a job card * Job Card Search now correctly searches by Invoice No. * Inventory costs correctly calculating on inventory reports now * Purchase Orders correctly updating inventory costs based on cost method * Fixed a bug in product reports * New setup option for selecting the search screen keyboard input delay V3.118 5/11/1999 * Fixed a printing problem causing all reports to revert to Portrait * Fixed a problem entering an invalid Billing Customer in Customer Maintenance V3.117 4/11/1999 * Fixed a problem adding items to maintenance contracts * Added date range option to Job Card search * Fixed a bug where selecting non-scheduled maintenance items put schedule text on Job Card * New customer option to copy customer note to Job Card service requested * New customer option to enforce entry of order number on Job Card * Added new Customer option to stop posting invoices for that customer when accounting integration is enabled * Added new Customer/Product option to define SBT Category when Accounting integration enabled * Fixed GST Tax problem with quoted parts / labour * Fixed a problem calculating totals with GST enabled * Fixed problem calculating Invoice total after a Cash Receipt * Fixed problem with POS Cash Receipts * Fixed some problems in PO when editing header - Save button was not enabled * PO Details now correctly blank out markup * Tab order in Product Maintenance screen changed so Markup comes first * PO Details now warn you if linked Job Card is completed V3.116 * Internal changes for version 2.2 conversion compatibility * Single location inventory control now allows for negative stock * Added new Non-Stock option to Product Maintenance. Used to show cost price on parts used entry regardless of Setup option to show/hide cost * Added new report destination screen to all reports. V3.115 * Major internal changes for Invoices - Earlier internal changes to separate Invoices from Job Card tried to keep backward compatibility. This has however caused a number of problems. We have now completely separated Invoices from Job Card and as such, incompatibilities might be evident with some existing customised reports that incorporate invoice fields - NOTE: Existing users with customised reports must make the following changes: - All invoice references to Total, AmtPaid, AmtOwing MUST be changed to INVOICES.Total, INVOICES.AmtPaid, INVOICES.AmtOwing - If these changes are not made then all references to AmtPaid and AmtOwing will cause a program error. V3.114 * Internal V3.113 * Fixed bug - Edit Parts correctly disables Save/Cancel button * Fixed mform crash * Added new Parts entry from Navigator menu (not completed yet) V3.112 * Fixed add part problem V3.111 * Added Tag/Untag all option to reindex * Fixed problem displaying parts used description in POS invoices * Modified update totals to recalculate invoice totals * Fixed a bug in PO not defaulting item price * Fixed a bug in Orders Reports * Creating Job Cards from Maintenance Cards option now calculates due date based on priority set V3.110 * Added audit trail to Job card code fields in job note * Added customer reference to Full Job Card * Job cards now accept a single deposit prior to invoicing * Now able to enter siteid into purchase orders * Added completed date to POS invoice * Added new Setup option to automatically add jobs when entering the job card and when saving job card changes. * Job card note turns red when a note exists * Fixed a problem synchronising job invoice numbers * Added reference to product and time maintenance screens V3.109 * Commenced Job Cost module * Fixed problems with invoice amount owing. * Fixed various POS problems V3.108 * Possibly fixed a problem setting printer * Active orders receive prompts whether you want to add items to a completed job card. * Added new inventory setup - job costing method. Determines whether cost on parts used is Average, Fixed or Last cost * Job Email now originates from a report file so user can change layout - Detailed for customer - Summary for technician * Fixed a problem adding time linked to a job card * Fixed a problem adding an order item when multi-location stock is active V3.107 * Fixed Maintenance Contract problem displaying maintenance items after printing a scheduled maintenance report. * Stopped Purchase orders exploding a Kit based item * fixed problem saving jobs after assigning employee id * Added Asset # search to maintenance search screen * Fixed a problem pressing refresh button on Escalation screen * Added Site Service Invoice * Added Job Parts Used By site Detailed / Summary report V3.106 * Added invoice date range to parts used report selection screen * Added Dispatch labels printer selection to Setup * Added Delivery docket print button to Job Cards * Added sort order to Cash Receipts screen * Added new Aged Debtors Invoice summary report * Added new Prepaid Time module to Maintenance Contracts V3.105 * Added Docket timesheet summary report * Fixed problem adding up totals in debtors report * Added new feature to search for jobs by typing the job no. into the job no on the service card screen. * Changed maintenance contract customer links - When selecting an item to link to jobs via maintenance, the contract customer is now the job customer, the billing ID of the contract customer becomes the billing ID and the site customer becomes the site code. * Job Card parts used now allows for multiple parts to be added in one go. - Job Cards Parts used screen extensively remodeled * Added Site ID to time sheet and parts used entry. - You can now allocate parts used and time sheets to different sites for a single job card. - Modified Time sheet and parts used reports to be able to select a site id * Completing a Job Cards will now warn you if outstanding orders exist for that job. * Fixed bug in order detail total calculations when discount applied * Added new PO default markup to setup for non-stock items - New field on PO header for non-sock item markup - Adding non-stock items to PO will add markup to inc tax discounted cost of ordered item. * Fixed a bug with due date/time calculation * Added new Service Setup for time date stamp of jobs, orders and time sheets * Fixed email problem where senders email address was not correctly set * If security is enabled, Email now uses logged in user name and email address instead of setup address * Double click on most search screen grid will select clicked row V3.104 * Added employee productivity report * Added Stock Take report * Added Inventory Value report * Added new site code to full job card - Site code added to job card search and job card reports * Customer notes now editable from within job card * Added new docket number to time sheet entry - docket no. automatically increments when entered - docket no. is checked for uniqueness * Added new time Usual Hours. Used when you want to enter a time of 1 for a standard onsite call charge recalculated back to an agree number of hours. For example, you charge $40 service fee which equates to .6 hours of work time on average. Thus you set up a labour type for service fee with a dollar value equating to a standard hour but with a usual hours value of 0.6 TSM will calculate the billing time as 0.6 hours * standard rate. This method makes it easy to calculate the number of hours allocated for service fee on different types of jobs. - Added Usual Hours to Labour Type codes maintenance - Added usual Hours to time sheet maintenance which is only visible if usual hours have been set up for the selected labour rate. - Added Usual Hours to codes maintenance report for Labour Type V3.103 * Added delivery type and service fee type to product maintenance. - This is used in the billable / unbillable job summary report * Added new reference type selector to cash receipts V3.102 * Added warranty type to service card setup * Added model code to Inventory maintenance, search and report selection screen * Added new reports: - Freight summary report (Job Cards) - Delivery docket and delivery labels reports (Job Cards screen) - In / Out of warranty Service Revenue by model report (Job Cards) - Timesheet Summary by Model report (Time Sheets) - Parts Used summary by model report (Parts Used) - Parts Used summary with Serial No. - Top Customers report (Customers) - Job Card Unbillable/Billable Summary - Timesheet Docket Summary - Timesheet Employee productivity summary - Inventory value report (Parts Database) - Product Stocktake report (Parts Database) - Timed Service Invoice * Added supplier discount to purchase orders * Significant Escalation speed improvements * Added service card search on user defined fields V3.101 * Added Email capabilities to TSMPro - Added Email setup screen in Setup - Added Email buttons to detailed service card - Added Email option to setup to send email on jobcard completion - Added Email option to ALT-F2 Popup screen ******************************************************************************************************* * Accounting Post Interface * ------------------------- MYOB interface ------------------- Version 4.028 13.12.2000 * Fixed a problem in PO receipts posting. It now removes any carriage return and line feed from parts description field. * Put a date field to be used when 'Summary' posting of General Ledger Journals. Version 4.027 01.12.2000 * Fixed a problem with PO posting. Now it handles comas within parts description and '"' character where it is used as 'inches' in parts description. Version 4.026 06.11.2000 * Fixed a problem with Quoted jobs that had Other (user field) amounts Version 4.025 03.11.2000 * Fixed a problem with Contract invoices general ledger posting. It was putting the wrong job number in to the comment section for all of the lines excep the first line of each record. Version 4.024 01.11.2000 * Fixed a problem when posting contract invoice details. Now it will post the invoice amount before the invoice detail when the invoice detail totals to zero. * Fixed a problem in setup screen. The 'Account Payable' account number was mistakenly pointing to "Account Receivable" for general ledger PO posting. * Added a message to remind that the 'Cash Receipts' will not be posted when 'Invoice Posting' selected. Version 4.023 27.10.2000 * After talking to Tax Office GST hotline, we found out that 'Cash' and 'Accrual' is purely a reporting issue and does not effect the way handled by general ledger. Thefore we reversed the changes made for 'Cash/Accraul' selection. * Fixed a problem with making contract invoices as 'posted'. Version 4.022 26.10.2000 * Fixed a problem where it would multiple the entries when 'YES' selected for marking the previous entries and previous entries were not posted. * Fixed a minor problem loading Parts / Cards from MYOB * Added support for Cash / Accrual method of calculating GST - Accrual method works as before, GST journals are generated with the invoice - Cash method now does NOT generate GST journals with the invoice, it generates GST journals with the Cash Receipts and calculates the GST component of the cash receipt Version 4.021 13.10.2000 * No longer checks for 8 character order number Version 4.020 09.10.2000 * Fixed a problem printing journal report to a file * Changed default post type to journals Version 4.019 10.10.2000 * Fixed a minor error when loading purchase orders and order number was greater than 8 characters long * Cash journals now use the cash receipt date NOT the posting date * Cash receipts now properly saving * Importing MYOB Parts enabled * Importing MYOB cards enabled Version 4.016 06.10.2000 * Fixed a problem where cash receipt journals on their own were not saving after a post * Fixed a problem where PO invoices posts were not saving if more than one invoice with the same invoice number existed Version 4.015 28.09.2000 * Fixed a problem with clearing the grid entry after saving the current journal. * Changed the order of the load / post / save buttons to be more chronologically accurate Version 4.014 21.09.2000 * Fixed a problem with setup. It was still asking to setup the account numbers for General Ledger even thought they were all setup. Version 4.013 13.09.2000 * The setup page is seperated to different pages for different posting options. Added tool tips (hints) for each account field. * On all posting now the listed records will not be marked as posted until you select to do so. This will allow you to do your posting and print a report or post it to MYOB, verify them and then mark them as posted. You can do posting as many times as you like. * Add a new button to mark the posted records as posted. * Added the invoice posting. Now you can either post 'Invoices' or 'General Ledger'. When 'Invoices' posted the 'Cash Receipts' will not be posted. - This requries account setups in MYOB and ACTPOST to be synchronised. - In MYOB Post setup screen four new fields have to be set before any Invoice posting a. MYOB Customer Tax Code. b. MYOB Tax Code for Sales. c. MYOB Freight Tax Code. - Once MYOB Post finishes you will have two files to import to MYOB. - First file to import into MYOB must be Customer file, prefixed by MC, to avoid any rejection due to Customer information not found in MYOB Customer Card. - Second file to import is invoice file, prefixed as MI. - Invoices for job cards will be posted as detailed per parts used, labour, service fee and other (UDF) delivery charges will be posted as freight. Quoted jobs will only post the quoted amount for parts and labour and other charges appropriately based on your TSM setup options. - Invoices for contract jobs will be detailed if there is a manual invoice entry, otherwise will post as one value. Version 4.012 30.08.2000 * Added the phone number to posting vendor card. * Modified the Purchase Order Posting fields for MYOB Premier 3 and 4. Version 4.011 24.08.2000 * Wrong file uploaded to internet. Version 4.010 23.08.2000 * Fixed a problem from 4.009 where it was forgotten to put the posted date into cash receipts as well. Version 4.009 18.08.2000 * Fixed a problem where it would proceed with the posting when the destination directory was not found and would result with no file and all records as posted and therefore no way to repost. * Changed the posted stamping so that when not happy with the list of item to be posted it would be possible to go back to TSMPRO fix the problem and rebuilt the posting list. Now it will stamp the records as posted only after successful creation of post file. * Fixed a problem with journal posting. When summary journal posting selected it was creating posting records with both debit and credit as non zero where as MYOB accepts only one of these value to be non zero. This was due to cash receipts being reverse of other records from invoice. This error was not occurring when all the details posted. Version 4.008 09.08.2000 * Fixed output file structure for MYOB Premier 3.0 and 4.0 and put separate selection in setup. Version 4.007 20.07.2000 * Fixed a problem with starting the actpost. It was coming up with an 'access denied' error when there was a nother user in the system or have TSMPRO running at the same time. * Fixed a problem in MYOB PO posting setup of destination directory when the directory had blank within it. Version 4.006 18.07.2000 * Changed PO post loading to discard the supplier invoices with no supplier information. Version 4.004 19.06.2000 * Fixed problem with Accounting Integration registration - Ensure that MYOB is selected as the Accounting Type on the Invoice Setup Page in TSMPro * Changed PO MYOB Posting to handle MYOB version 9 and 10. a. Added a selection radio button for MYOB v.9 and v.10 b. Added a 'Freight Tax Code' field to MYOB setup. c. Changed default MYOB Vendor 'Tax Status Code' to 'Tax Code'. d. Increased the 'Tax Code' from one character to three characters. Version 4.003 13.06.2000 * Added support for F1 online help Version 4.002 10.06.2000 * Completed Reporting Section and added 2 new reports grouped by Account No. Version 4.001 08.06.2000 * First Release in Beta Version 3.04 * Add a feature to post Purchase Order Receipts to M.Y.O.B. - This requries account setups in MYOB, MYOBPOST and TSMPRO to be synchronised. - In MYOB Post setup screen three new fields have to set before any PO posting a. Default MYOB account number for PO Receipts. b. Default MYOB PO Tax Code for PO Receipts. c. Default MYOB Vendor Tax Status Code for PO Receipts. - Once MYOB Post finishes you will have two files to import to MYOB. - First file to import into MYOB must be Vendor file, prefixed by MV, to avoid any rejection due to Vendor information not found in MYOB Vendor Card. - Second file to import is PO receipts file, prefixed as MP. - In TSMPRO purchase order receipts can be itemised to specific MYOB accounts before being received Wincost ------- Version 4.005 26.06.2000 * Changes to WinCost for GST * First version for version 4 Visual AccountMate ------------------ * First version for version 4 Gateway ------------ V4.007 28.09.2000 * Added a new import for MYOB Customer/Vendor cards. * Added a new import for MYOB Items (inventory). * Added a new import for Maintenance jobs from bar code entry. V4.006 18.07.2000 * Fixed a bug in TRIGEM where billing customer was left blank after importing * Fixed a bug in TRIGEM where blank entries in text import file were being processed V4.005 17.07.2000 * Fixed a bug in TRADELINK. It was reading information from import file but was not displaying it in the grid. V4.004 14.07.2000 * Fixed a problem where new options were not appearing on the gateway menu V4.003 10.07.2000 * Fixed a bug in TRASER link. It was coming up with type mismatch error for connection time out. V4.002 13.06.2000 * Support for F1 Online help V4.001 08.06.2000 * First version released for Version 4 V3.104 * Traser 1.3 Link - Changed link to put the traser part number into the alternate part number field. If the traser part number is bot found in TSM, the alternate will be checked. This allows you to automatically link traser parts you your own parts. V3.103 Internal V3.102 * Added setup option for summary or detail MYOB posting for PO. * Fixed a problem related to setup options for posting journals to MYOB. It would force to enter all the setup options including PO. Now it will only look for journal setups. V3.101 * Added support for path to Traser Directory V3.100 * Gateway updated for version TSMPro 3.1 TSMPilot ------- V4.008 * Customer Address correctly sent to PalmPilot V4.007 * Final updates to printing V4.006 * Updated printing routines V4.005 * Changes for new send methods plus additional fields in jobcards and new printing layout V4.004 * Speed improvements in processing jobs when Status method used. * Changes to TSMLite for Palm to incorporate job/customer navigation V4.003 * Changes to TSMPilot * New setup option to decide which jobs go to the Palm Pilot - Download All open jobs for the selected employee - OR Download all incomplete jobs for the selected status codes - New Setup option to select the status codes for download * Changes to TSMLite for Palm Version 1.02a * Changes to Job Details screen - Screen is now on 2 pages. Use arrow on bottom left to navigate pages - Added new Department code and Service Code V4.002 * Extensive changes for GST and report printing V4.001 * Updated with F1 Online help * Updated for Version 4.0 registration * Accounting Post Interface * ------------------------- SYBIZ interface ------------------- Version 4.028 13.12.2000