Release 1.10.1033

Enhancements in version 1.10.1033


  1. Added Project standard notes icon in door/frame takeoff and hardware window for the user to review/enter notes.
  2. Project pricing now suppresses negative gross profit percentages.
  3. Added Lock Manager View security function that allows users to access Locks Manager even when they don’t have administrative rights
  4. Corrected error viewing properties on catalog item master window.
  5. Change order message stating ‘Any preps will not be applied to sourced door or frame’ has been changed to more intuitive wording.
  6. Reports and Submittals – Correction on hardware schedule for a change order (new openings were not shown and opening descriptions were occasionally missing).
  7. Door/Frame takeoff window – Added feature to globally add a note to all the filtered rows in the grid.
  8. Tax exempt wizard and tax on cost wizard now allows user to select multiple taxes when defining openings and products to apply the taxes to.
  9. Costing window - Correction made on counting openings with no headings. This was preventing user from approving a change order if set was empty string rather than null and no heading was set, opening being just a frame elevation.
  10. Estimating projects now log all opening history from the moment project is created.
  11. System Options – Added option to automatically include current date in submittal name.
  12. Hardware window - The hardware set now synchronizes door/frame takeoff when opening size/type is changed.
  13. Hardware window - Opening Tab – Corrected for size message when opening type changed from a pair to a pair.
  14. Takeoff import now logs into history.
  15. Complete Detailing - Allow for hardware quantity change in original after door/frame have been sourced.
  16. Display image feature now has a print option.
  17. Quote request now includes products from approved change order.
  18. Door/Frame Submittal – Correction for error when door gauge and ply used in the same door (occurred for user–entered catalogs).
  19. Project Master now has a new tab for ‘Retention’ to help reduce confusion with setting retention percentages by section.
  20. Door & Frame Takeoff window feature additions:
    1. Added new ‘Find’ toolbar item which provides the same find capabilites as the Complete window.
      DF Find
    2. Added new toolbar item for ‘Replace Preps’ and added right click option on Prep row for an expanded view option for property notes. Icon for select/deselect toolbar item has also been changed.
      Property Note Dialog
  21. The Project Master - Change Order window - Approval Number column is now secured by the security function ‘Approval Number Maintenance’. Any user needing to add/modify this approval number must have security rights for this function.
  22. Project Master – New field for ‘Credit Limit’. For Enterprise users, shipments will not be permitted to be saved as ‘Released’, ‘Shipped’ or ‘Complete’ where project specific credit limit has been exceeded.
  23. Hardware Schedule product now includes property information.
  24. Pricing Window - Costing tab now shows products in red where the catalog product is inactive.
  25. Door & Frame Takeoff Windows - Correction for label column not displaying a value.
  26. Submittal - Corrected issue when selecting a specific change order.  Added change order notes and date sold  to drop-down list.
  27. Labor Master - Improved performance of update process when saving window.
  1. Correction to allow for quantity reduction for 'Expense' type products on a sales order which have not yet been invoiced.
  2. Corrected for intermittent problem with system error when saving a quote or sales order.
  3. Corrected calculation of retained earnings where fiscal year did not span a full 12 month year.
  4. Corrected Purchase Order window for intermittent error associated with properties.
  5. COD functionality has been implemented.
    1. The 'Terms' table now has a check box column to indicate 'COD' terms.
    2. Sales orders for customers with terms designated as 'COD' can now be released and/or sourced without a deposit being applied to the sales order.
    3. When the Shipment status is set to 'Shipped', the subsequent 'Packing Slip' will include instructions on how much to collect upon delivery.
    4. When the Shipment status is set to 'Completed', the operator will then be prompted for the payment information.
  6. Customer Statements now include option to combine multiple divisions in one statement.
  7. Report function 'Invoices Excel' now includes a column for 'Customer Collection Person'.
  8. Print options for Quote, Sales Order and Invoice now have an option to automatically create a PDF file with an option for automatic override.
  9. Corrections for intermittent problem with OEW XML files dropping product.
  10. Corrections to Aged Receivable report and Invoices Management report re: negative progress billing retention values.
  11. Correct for intermittent problem with Steelcraft OEW dropping doors and intermittent problem with net door sizes.
  12. Customer Payment writeoff feature has been expanded to allow for user specified account distribution. The Account Assignment window has a new tab 'Customer Payment Adjustments' for users to pre-defined those G/L accounts to be available for selection in the customer payment window. To access this feature in the Customer Payment window, right click in the invoice row and choose the 'Add Adjustment' option.
  13. The 'License count control feature' is now re-activated for the 'Elevations' module to ensure that the number of users accessing this module does not exceed the license count.
  14. Invoices Management window now has columns to indicate non-closed 'Activities' and those activities may be accessed by a right click on the invoice row.
  15. Correction for intermittent problem with Taxable Amount adding in the 'Freight & Delivery' amount twice.
  16. Implemented new automated customer interest charge process. See document 'Generating Interest Invoices.docx' for an expanded explanation of this new feature.
  17. Implemented expanded functionality for managing miscellaneous customer charges and costs. This is a very comprehensive feature change that affects many windows within Enterprise. See the Miscellaneous Costs/Charges Changes section end of this document for feature details.
  18. Report Changes:
    1. 'Sales' - Added additional filtering and sorting options for division, salesperson and customer.
    2. 'Sales Journal' - Added option to print by 'Salesperson'. This accomplished by unchecking the option 'Group by Region and Division'
    3. 'Customer Payment' - This report now includes options to show 'Details' and 'Show Adjustments' .
  19. 'Non-payment Reason' codes can now be added and/or changed in the invoice window after the invoice has been saved. This 'Non-payment' column has also been added to the Invoices Management window.
  20. Credit control is now implemented for projects. A new field, 'Credit Limit', has been added to the 'Projects' window, setup tab. Available credit specific to this project will be checked when 'Shipments' status is set to 'Released','Shipped'or 'Completed'. Where the available credit specific project is not sufficient to cover the value of the material in the shipment, the user will not be permitted to save the shipment.
  21. A new management window has been provided to provide visibility of all projects and sales orders where the system finds one or more products that are ready to ship but do not exist on an 'Open' or 'Released' shipment. (This is a secured window and will require review and updating of security settings).
    Ready To Ship
  22. Work Order Management shop times has been corrected for Elevations. Note: this will only take effect for new or re-costed existing elevations.
  23. Stock Replenishment window:
    1. Unfilled PO quantity has been corrected to reflect the specific warehouse PO quantities
    2. Additional columns have been added for:
      1. Available quantity
      2. Open Stock Requisition quantity
      3. Open Order quantity
      4. Average lead time (Last three purchase orders)
      5. Actual monthly usage
  24. 'Orders Management' window now includes a display of 'Available Credit ' amount and has additional columns and column totals for:
    1. Order Total
    2. Balance to Invoice
    3. Unapplied Deposit.
  25. 'Shipment Management' window now has a 'refresh' option.
  26. Report additions and changes:
    1. 'Invoices to Excel' - added columns for:
      1. Outside salesperson
      2. Suggest Billing amount
      3. Detailed Gross Margin $'s and %.
      4. Invoice Gross Margin $'s and %
      5. Shipment cost.
    2. 'Orders Analysis' has additional filter criteria for:
      1. Order status
      2. 'Date Completed' date range.
      3. Inside Salesperson, Outside Salesperson & Project Manager
    3. New report - 'Customer Payments Excel'
    4. Work Order now has option to suppress printing costs information.'
  27. A new Account Class, In-house Supply Credit, has been added to accommodate users with manufacturing facilities where purchase orders are generated for manufactured product but do not required an Accrued Payable or Acounts Payable journal.
  28. Inactive suppliers are now automatically removed from all transaction supplier selection lists.
  29. User window has a new field for Contact which provides for a link to the Contact Master where full address and contact information may be maintained.
  30. Accounts Payable window changes:
    1. Discount Amount will now allow for a negative value.
    2. Window layout now includes tabs for various types of payable transactions.
    3. Order Number selection list now excludes Quotes
  31. Invoices Management window now includes column for Invoice Note.
  32. Invoices can no longer be saved without a tax code.
  33. Sales Order window - Restriction to allow for quantity changes after product has been sourced has been lifted.
  34. Purchase Order window now provides for a specific Ordered by user name. The primary phone and email address of the user's contact information will be printed on the purchase order.
  35. Accounts Payable management selection wizard window now defaults to Unpaid. The management window now has a right click option to Load by Supplier which will present a new management window with all paid and unpaid items for the specific line item.
  36. Customer Payment window - Unapplied Deposit and Deposit Applied columns have been moved to right of Payment Amount.
  37. Bank Deposit journal entry has been corrected to properly account for foreign exchange values.
  38. Cash Drawer window cash drawer and cashier selection lists now automatically excludes users from unauthorized divisions. Users are also now sorted alphabetically.
  39. Managed Product window:
    1. Equivalent Product may now be designated by division.
    2. New tab has been added to show product properties.
    3. Added new field Inactive Date. Inactive products will be automatically removed from any transaction managed product selection list.
  40. User maintained catalogs relating to Managed Stock Product may not be reflecting the correct discounted cost in the Managed Product window due to a previous omission in the update process when maintaining cost.  The omission has since been corrected, but to ensure that this information is up to date, please go to the Advantage Tools > System Administration > Description Rebuild option and select the manufacturers that may have this condition.
  41. Stock Requisition Management Window - Added column for warehouse area.
  42. A tip for using the search function in report preview mode.  By default, when the preview window is displayed, it is in Print Layout mode and does not allow a value to be entered in the Find field.  Click the toolbar item as highlighted below to toggle the Print Layout option off.  This will enable the find field, allowing you to search for text in the content of the report.
    Ready To Ship
  43. Various other performance improvements.
Miscellaneous Costs/Charges:
  1. Overview & Setup:
    1. The sales order window now incorporates a tab for Miscellaneous charges and costs which includes the Freight and Delivery field previously shown on the summary area of the sales order. Users may setup a Template of typical miscellaneous charges in the Division master and draw from the template list when entering a sales order. Order Management, work order, purchase order, receiving, shipment, customer invoice and payable windows have all been refined to provide a better interface for displaying and maintaining transactions associated with these miscellaneous items.
    2. This features also provides a means for users to manage cost variances from estimates. This in turn allows for a better reflection of cost variances and actual costs in the various reporting areas in the system.
    3. The Freight and Delivery amounts previously entered at the bottom of the sales order window have been moved to the new Miscellaneous tab and the summary area at the bottom of the sales order now shows a total of all miscellaneous charges.
    4. The only setup item required is in the Division Master, Miscellaneous tab. The program update process automatically sets up the freight and delivery charges in this tab.
  2. Interface changes:
    1. Sales Order:
      1. A new tab has been added for Miscellaneous
      2. A line item may be entered directly or use the Right Click and choose Copy from Template option to bring in standard items pre-defined in the Division master.
      3. Each line item has the standard tax exempt, tax on cost and Bulk options (scroll far right). The Bulk option has the same functionality as the main sales order. For example, with bulk checked, it will suppress the printing of the specific line item sell price on the Quote, Sales Order and Invoice.
    2. Sourcing:
      1. The sourcing window has an additional tab for Miscellaneous items.
      2. Costs may be sourced in their entirety or partial as circumstances dictate. The window includes an accounting of the previously sourced and balance of cost to source.
      3. The Source To column is set to None by default and may be change to Work Order or Purchase Order using the drop down list.
      4. Entering an amount in the Sourced Cost will automatically set the Cost to the same value. There is an important distinction between these two columns in that the Sourced Cost will reflect how much of the 'Estimated' cost is being sourced and the 'Cost' column will reflect the amount of cost actually being sourced. To clarify by example, assume a sales order miscellaneous line item cost for installing a door was set at $100.00 anticipating that the work was to be outsourced to a sub-contractor but at the time of sourcing, circumstances changed and a decision was made to have your own installation workforce perform the task and the cost for this labor operation is $75.00. The 'Sourced Cost' would be set at $100.00 and the 'Cost' would be set at $75.00. A work order will now be created with a cost of $75.00 and the system will reflect a zero balance of cost to be sourced and a positive variance on the order of $25.00.
      5. When the 'Combine with Products' box is checked:
        1. Where Source To is set to Purchase Order, the miscellaneous cost will be combined with same purchase order as any product being sourced in the Products tab. This becomes particularly useful where supplier freight charges need to be included with the product purchase order.
        2. Where Source To is set to WorkOrder, this miscellaneous cost will be added to any work order being generated through the Products tab.
    3. Work Order:
      1. A new tab has been added for Miscellaneous.
      2. The Sourced Cost value may be changed where the work being done is not fully completed. This will allow a new work order to be generated for the Balance to Source cost.
      3. When completing the work order, the Cost will default to the Sourced Cost but may be changed and a Cost adjustment will reflect the difference and this cost difference reflected in all the cost/margin reporting in the system.
    4. Purchase Order:
      1. A new tab has been added for Miscellaneous.
      2. The Sourced Cost value may be changed where the work being done is not fully completed. This will allow a purchase order to be generated for the Balance to Source cost.
    5. Receiving:
      1. A new tab has been added for Miscellaneous.
      2. The Sourced Cost Received value may be changed where the work being done is not fully completed. This will allow a receiving to be generated for the Sourced Cost Balance to Receive cost.
      3. If the Cost Received is changed (and the Sourced Cost Received remains as default value), the system will consider the purchase order fully received and will consider the difference as a Cost adjustment and will be reflected in all the cost/margin reporting in the system.
    6. Shipment:
      1. A new tab has been added for Miscellaneous.
      2. Cost and suggested sell price are set by default based on the estimated markup and would not normally be changed as this shipment is just a vehicle for the system to generate a customer invoice.
    7. Customer Invoice:
      1. A new tab has been added for Miscellaneous.
      2. The Invoice amount may be changed but cannot exceed the Detailed Sell Price.
    8. Payable:
      1. A new tab has been added for Miscellaneous.
      2. The Payable Cost amount may be changed and the resulting cost variance will be reflected in all the cost/margin reporting in the system.
    9. Order Management:
      1. A new tab has been added for Miscellaneous.
Customer Interest Charges:
  1. Overview & Setup:
    1. This process will generate interest invoices for customers designated to be charged interest on outstanding receivables. It is designed to generate one interest invoice per customer per month for those customers where an ‘Interest on Past Due’ has been assigned and where the outstanding invoice due dates exceed the assigned ‘Grace’ period.
    2. Setup:
      1. The system requires a ‘Section’ and ‘Cost Group’ classification to accommodate journalizing of interest charges.
        1. In Advantage, setup the following:
          1. Add a ‘Section’ in the menu Tools/System Administration/Project Section window.
          2. Add a ‘Cost Group’ in the menu Maintenance/Product Cost Groups window.
        2. In Enterprise, make the appropriate assignment for the new Cost Group. (Only the ‘Sales (Revenue)’ account class requires an account assignment. The other Cost of Sales Adjustments, Miscellaneous Cost of Sales and Work in Process may be left blank.)
      2. There is a new column in the Terms table to identify number of ‘Grace’ days for the customer terms. Additionally, a ‘Terms’ is required for the interest charge as well. This will allow the system to assign a different due date to interest invoices rather than the normal terms for the customer.
      3. Customer Master
        1. Enter a value for ‘Interest on Past Due’ that represents an annual interest rate.
        2. Assign a terms code to the ‘Interest Terms’ which will be applied to the interest invoice.
        3. Assign the new section and cost group defined above, for each customer subject to interest charges.
        4. Use the Customer Management window to globally apply these values.
  2. Generating Interest Invoices:
    1. In Enterprise, select the menu option ‘ReceivablesInvoicing/Customer Interest’. This will take you through a step-by-step ‘wizard’ and will result in generating an interest invoice for each customer.
    2. Wizard –Page 1 - Options
      1. The ‘To Date’, which will default to the month end date of the current month. This will represent the ‘Effective Date’ of the interest calculation.
      2. If project invoices are NOT subject to interest charges, un-check the ‘Calculate Interest on Projects’ box.
      3. Where the interest invoice will cover outstanding invoices crossing more than one division, select the division to which the interest revenue will be journalized in the ‘Combine to Division’ field.
      4. For multi-divisional companies and where there is a need to journalize each divisions interest to it’s appropriate division, then select the appropriate division and preform the ‘Generate Interest’ separately for each division.
    3. Wizard – Page 2 – Select Customers
      1. The Top section of the window will show customers without interest rates assigned in the Customer profile.
      2. The Bottom section of the window shows those customers who are subject to interest charges. Customers may be removed from this list as circumstances dictate.
    4. Wizard – Page 3 – Customer Interest (Preview window)
      1. This windows provides a preview of the interest that will be generated.
      2. The ‘Suggested Interest’ and ‘Interest’ columns value represents an accumulation of the interest calculated for each invoice for the specific customer which is determined as follows (this value may be adjusted manually):
        1. Determine the ‘Interest due date’ by adding the number of grace days associated with the customer terns to the invoice due date.
        2. Determine the ‘Number of interest days past due’ by subtracting the ‘Interest due date’ from the interest generation date.
        3. Determine the ‘Number of days subject to interest’ by taking the lesser of number of days in current interest generation month and ‘Number of interest days past due’.
        4. The interest charge is calculated by dividing the customer’s interest rate by 365 and multiplying by the ‘Number of days subject to interest’ and multiplied by the invoice balance due.
      3. Customers may be removed from interest generation by unchecking the ‘Selected’ column.
      4. The columns ‘Invoice Date’, ‘Journal Date’, ‘Note’ and ‘Internal Note’ are open for editing and may be populated by individual customer or by using the global replace function.
      5. Clicking the Save or Save & Close will launch the generation of interest invoices will show the status as it creates transactions for each customer. The due date in the interest invoice is determined by the ‘Interest Terms’ defined for the specific customer.

Posted 10-20-2011 1:18 PM by Patrick Teas
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