Fixes/Changes in the 6/16/2009 Small Business Edition Update:
PTR5877 - Sales Tax Report prompts "No Records Found" when File to
Use=Both
PTR5862 - One or more records required for billing not found for contract
XXXXX. Report this error to your supervisor
PTR5915 - Generate Billings stops for certain contracts (data)
PTR5930 - Error when adding a customer with existing phone number
PTR5934 - Adjustable Billing - Contract with loop not billing correctly
PTR5870 - Add "Total in Arrears" option to Adjustable Billing
PTR5872 - Adjustable Billing - Arrears EOM bills incorrectly when
changing First Billing Duration End Date within the first month
PTR5778 - Adjustable Billing - Returned weekly contract not billing
correctly
PTR5890 - Editing suppliers activates fields in master screen, object
lock
PTR5904 - Exit > Cancel not working correctly in RC application
PTR5899 - Incorrect Requester info on preview invoice
PTR5828 - Receive invalid prompt adding item to order by description
picklist (after adding kit)
PTR5883 - Unable to browse Supplier table
Enhancements:
|
PTR5769 - Set printing defaults by contract level It is now possible to set defaults for all of the print option grids that appear after saving a quote, order, reservation and contract. The defaults can be set for each contract level. The new options can be found in File > Change Setup Information > Printing > Contract Grid Options |
|
PTR5290 - Expand Customer ID field to 8
characters The Customer ID field has been expanded to 8 characters in all screens and reports. |
|
PTR5800 - Grid to change cost and retail filtered
by manufacturer There is a new utility that allows a user to change item cost, retail price, and sale price in a grid. The utility is available in the RCMS utility menu and is named "Update Pricing". When you first open this utility it will have a list of all master items. If you like you can click Edit and begin changing prices. Or you can filter the list by selecting a manufacturer. You can also change the sort order of the list by selecting the options in the drop-down list. When you have set your filter and sort option click on the >> button to update the list. Then click Edit, select the item prices you wish to change and then enter the updated values in the "New" fields. Clicking Save will apply the updated prices to the master items. |
|
PTR5880 - Print Packing List option after
shipping Transfer Order After shipping a transfer order you will be given the option of printing the Bill of Lading or Packing List. |
|
PTR5829 - Add separate options for rental/sale
taxable options in customer file maintenance There is a new option available to set whether a customer will be billed for rental item or sale items. This feature is enabled by going to File > Change Setup Information > Customize > Customer Settings and checking the "Rent/Sale Tax Override" button. When this feature is enabled the existing Taxable Yes/No option is disabled in the customer screen and new options for Taxable Rental and Taxable Sales will be available instead. |
|
PTR5870 - Add "Total in Arrears" option to
Adjustable Billing To set a contract to bill total in arrears for adjustable billing check the "Bill Total in Arrears?" checkbox in the Term setup of Adjustable Billing. When this is enabled the subsequent billings options will not be available. Total in Arrears adjustable contracts will not generate an invoice until a contract is fully returned. |
|
PTR5895 - Preview Invoice Report There is a new option the generate invoice preview screen to print/preview a report of invoices that will be generated. The report can be sorted by Invoice No., Date, Customer, Contract/Job, and Payment Terms.
|
|
PTR5864 - Customer ID Template Previously in RCMS the Customer ID field allowed freeform entry. If you entered three alpha characters only and continued to add a customer the system would auto assign a three digit number but this was not enforced. We've added a new system setting "Customer ID Template" that allows you to define strict Customer ID standards. The setting is available by clicking Customize in the System tab and then opening the Customer Settings tab. The setup is very similar to the Phone Number Template in System Manager. The first character of the Customer ID Template must be an exclamation point (!). You can then define the remaining 7 characters as follows:
Examples of valid Customer ID Template: !XXXXXXX -
Will allow free form entry
for up to eight characters Note: a blank customer template allows free form entry for up to eight characters |
|
PTR5809 - Conditions of Agreement for Work Orders Conditions of Agreement can now appear in the print option grid for Work Orders. This feature is enabled in the Printing > Work Orders tab of the RCMS System Settings. |
|
PTR5810 - Grid to change item qty at location We've added a new utility to the Transaction > Utilities menu option "Update Inventory Qtys". This feature is similar to the Physical count update for Qty type Master Items. When you arrive at the screen you first select your date, enter a reference (optional) and location (if enabled). Then click the chevron button (>>) to populate the browse. Then you can click Edit, check the Master Item you wish to change qtys for and enter a number in the "New Qty" field. You can also enter a Bin/Shelf if you have this feature enabled. |
|
PTR5916 - New privilege for appending orders/reservations to
contracts Previously in RCMS when converting an order/reservation to a contract all users were prompted if they would like to Append the order to an existing contract. Now, this prompt will be disabled unless users have been assigned the privilege ID=RCTRAN13. Administrator level users will also continue to receive the prompt. |
|
PTR5919 - Ability to mark Customers Inactive You can now set customers with no pending orders/contracts inactive by checking the "Customer is inactive" checkbox that appears under Company Name in the Customer File Maintenance screen. Inactive customers will be filtered out of lists and most reports by default unless you choose to "Show Inactive Customers" in the list or set the report options appropriately. Operator level users will not be able to change a Customer's Inactive Status unless they have the SYCUST07 privilege assigned. |
|
PTR5917 - Option to display full description (Adjustable
Billing) The Line Item Detail and Line Item Listing browses in Order Processing are designed for 1024x768 screen size. Because of this the description field only shows 20 out of the 35 characters by default. We've added a new option to the Options menu "Show Full Description". When checked the full 35 character description will display. You can also set this to be the default in the Contract tab of the System Settings by enabling the "Show Full Description" setting. |
