Comsense - Software Enhancements » Release 1.06.0605
Release 1.06.0605
Enhancements in version 1.06.0605 include:
Advantage:
  1. Menu change – Import and Export tools have been moved to the System Administration menu.
  2. Import/Export - Added import and export for Labor Master and Discounts.
  3. Change Order - Correction to properly handle a new opening added through a change order.
  4. Elevation Summary window – User can no longer change the elevation type if the frame pre-sourced.
  5. Project window scheduling tab – User can now un-release product after it has been sourced if the PO is deleted.
  6. Change Order - No longer allow a change order to be approved if it contains non-handed openings or openings with no heading.
  7. Change Order Report – Correction for inclusion of product deducts.
  8. Architect Master – Added option to auto-number in System Options.
  9. Door Leaf Assignment - Products with product category Lock Dummy Trim are now automatically assigned to Leaf 2 on a paired opening.
  10. Section Additions - If a new section is added to a project through a change order, this section is now properly added to the Project Sections upon change order approval.
  11. Product Costing – Correction to properly account for user entered adjusted cost where the product has a net cost defined in the discounts window.
  12. Catalog Updates – Option groups properly synchronized with the Comsense master database when applying catalog updates.
  13. Costing – Allow cost on miscellaneous cost tab to exceed 1,000,000.00.
  14. Pricing – Allow for markup amount values to exceed 1,000,000.00.
  15. Reports Window – Processing Quote Request and Purchase Order validates that manufacturers have an associated supplier.
  16. System now ignores validation of manufacturers flagged as 'By Others'.
  17. Project Window – Retention percentage moved from Setup tab to Cost Groups tab.
  18. Complete Window – Filter dialog is now resizable.
  19. Complete Window – Removal of headings is no longer allowed when they contain pre-sourced product.
  20. Security Window – New security function added - Adjustments Maintenance.
  21. Pricing – Adjustments Window – Secured by Adjustments Maintenance Security Function.
  22. Complete Window – Improvements to pre-sourced flag on doors and frames.
  23. Complete Window – Validation bypassed for pre-sourced product.
  24. Reallocate Billing - Improvements to account for transactions prior go live date.
  25. Reallocate Billing – System now requires a cash drawer with Integration flag set, and a customer payment method with Integration flag and Auto-deposit set.
  26. Adjustments – Reallocate billing window now available from within change orders.
  27. Contract Adjustments – Changes now logged in history.
  28. Change Orders – Corrections to properly account for special products added in a change order.
  29. Frame Takeoff - Sorting corrected to work for all columns.
  30. Change Order Approval – Correction for clearing of By Others and pre-sourced flags.
  31. Project Window – Scheduling Tab – Products from a By Others manufacturers excluded.
  32. Complete Window – Correction to remove invalid message when creating a new elevation from an existing elevation on a change order.
  33. Project Window – Setup Tab – Detailing – Order Status is now set to Non-Existent before sales order has been generated for a project.
  34. Hardware Selection Window – Added a filter line.
  35. Change Order Deletion – Correction to properly process deletion when tax exempt or tax on cost products existed on the change order.
  36. System Options Window – Enable Customers, Suppliers and Miscellaneous Master maintenance options to be protected once Enterprise is set to live on the system.
  37. Maintenance Menu – Enterprise forms for customer, supplier and existing misc. master maintenance windows (tasks, city names, prov/states, email types, country, region, phone types, contact types) are now opened from Advantage if their respective Enabled flags are cleared in Advantage System Options.
  38. Costing Window – Performance improvement when applying concession discounts on large projects.
  39. Hardware Window – Added option for Sets Export to an Excel (.xls) file.
  40. Takeoff Window – User can now filter by the By Others column.
  41. Parts - Correction to properly display parts from another manufacturer when added to a user entered door or frame.
  42. Labor Master – Added column for ‘Special’ designation used in Enterprise to build products from existing material.
  43. Project Search Window – Corrected due date value to use the earliest bid due date from sections that are not already sold.
  44. Labor Master – Pricing grid no longer allows duplicate divisions.
  45. Project Window – Added new tab for cost groups. Estimator, Detailer, Project Manager, Inside Sales and Outside Sales moved to Cost Group from the Sections.
  46. Costing window – Once a Change Order that uses a new section is approved, the system will add the project section and set the status to sold.
  47. Elevation Costing – Corrections to properly process cost add attributes.
  48. Costing Window – Correction to remove 'product exclusion' condition where Hardware Product List product was designated as 'by others'. This exclusion condition should only occur at the opening/product level.
  49. Complete window –Added option to reload openings on all cancelled openings of a change order.
  50. Door/Frame takeoff window – Added size fields to global prep/part window.
  51. Project Setup – Tasks – Added column for activity type.
  52. Pricing window – corrected for intermittent problem with sold project sections not reflecting a ‘sold’ status.
  53. Correction for copied projects to keep the division code of the original project.
  54. Hardware search – Now allows for search including foot and inch marks.
  55. Takeoff and Complete windows – Global prep replace – Correction to restrict the operation for openings that have sourcing or are pre-sourced.
  56. Correction for resetting sort sequence on openings involved in change orders.
  57. System Options Menu – Added menu item to rename customer or supplier code.
  58. Takeoff Window – Added right click menu item to ‘Show Editable’ in order to be able to filter down rows for global replace.
  59. Special Product Worksheet – Full description now defaults to the short description.
  60. Complete window – Enable deletion of opening from the change order.
  61. New option to apply Discount Groups by manufacturer.
  62. Added ‘Short Code’ as print option for labels.
  63. Door & Frame Takeoff windows – Added new right click option for ‘Validate’ button to show ‘ Show only editable rows’.
  64. Customer Master search now includes status column.
  65. Hinge handing rules modified to be the same as Closers.
  66. Pricing Window – Now allows for markup in excess of 999.99%.
  67. Pricing Window – Correction for rounding when using 2 decimal percentage value.
  68. Hardware ‘Where Used Hdw Set’ option now includes ‘explore’ function to view associated hardware set.
  69. Purchase Order correction to exclude ‘unsold’ change orders.
  70. Project copy feature now includes option to copy only selected openings.
Enterprise:
  1. Activities - Added default activity type field in user profile.
  2. Activities - Added new ‘Document cross-reference’ tab to activity form with hyper-links.
  3. Activities - Added hyperlink option to activity list window document cross-references.
  4. Unsourcing – Corrections to intermittent quantity issues.
  5. Corrected error in ‘Shipments not invoiced’ report.
  6. Bank Reconciliation – Corrected problem where a negative balance was not being brought forward.
  7. Trial Balance- Improved performance.
  8. Invoices Management – Added column for payment reference (customer check #).
  9. Purchase Order – Option provided to print elevation drawing and material list.
  10. Work Order – Option provided to print elevation drawing and material list.
  11. Reports - Added new ‘Sales’ report with month and year comparative sales and margins.
  12. Reports - Added new ‘Orders Analysis’ report for projects and/or sales orders.
  13. Bank Reconciliation – Cleared items on a saved ‘Open’ status bank reconciliation can now be un-cleared.
  14. Product Master – Added ‘FIFO’ tab in Detailed Transaction window.
  15. Corrections for WIP Valuation report and Accrued Payables report where payable line item cost is set to 0.
  16. Correct for sales order, based on quote, not bringing forward line item tax exempt info.
  17. Sales Order – Corrected for error when copying a door/frame line and modifying preps.
  18. Payable Journal dates are now defaulted to current date and user is prompted.
  19. Product Master/Managed Product Management windows now show actual usage by month.
  20. Corrected error when searching for check.
  21. Corrected error when attempting to open order management from work order related documents.
  22. Corrected for intermittent problem of system not finding previously created special products.
  23. Refinements to prepaid material purchases.  Journals will now only affect the ‘Prepaid Payables’ account assignment – ‘Prepaid Inventory’ account assignment has been discontinued.
  24. Invoice Register correction for invoices outside of specified date range.
  25. Correction for intermittent error in Payable Entry when a manual distribution was entered.
  26. Correction in Sales Journal doubling of elevation costs were elevations were re-sourced.
  27. Various performance enhancements.
  28. Correction for intermittent project invoicing not recognizing tax exempt flag.
  29. Payables management now properly recognizes Paid/Unpaid filter.
  30. Correction for intermittent error when saving quotes.
  31. Invoicing – Correction to allow for change to Project Billing taxable amount where value is negative.
  32. Sourcing – Now recognizes ‘Equivalent Product’ assigned to Product Master and automatically assigns ‘Alternate Product’ when sourcing and will source to the applicable stocking item.
  33. Purchase Order – Correction for status not auto-setting to Completed.
  34. Implemented controls to prevent manual journal entries to the following system control accounts:
    • Accounts Payable
    • Accrued Payables
    • Accounts Receivable
    • Customer Deposits
    • Inventory
    • Work In Process
    • Undeposited Funds
    • Prepaid Payables
    • Supplier Returns in Transit
    • Stock Transfers in Transit
  35. Corrected for intermittent printing error for Bank Reconciliation Report
Posted 06-19-2009 9:32 AM by Patrick Teas
Copyright 2008 Comsense Inc. 202-7145 West Credit Ave. Bldg 2, Mississauga, ON L5N 6J7 Tel: 905-542-9300
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