Comsense - Software Enhancements

Release 1.10.1033

2011-10-20T17:18:00Z

Enhancements in version 1.10.1033

Advantage:

Added Project standard notes icon in door/frame takeoff and hardware window for the user to review/enter notes.
Project pricing now suppresses negative gross profit percentages.
Added Lock Manager View security function that allows users to access Locks Manager even when they don’t have administrative rights
Corrected error viewing properties on catalog item master window.
Change order message stating ‘Any preps will not be applied to sourced door or frame’ has been changed to more intuitive wording.
Reports and Submittals – Correction on hardware schedule for a change order (new openings were not shown and opening descriptions were occasionally missing).
Door/Frame takeoff window – Added feature to globally add a note to all the filtered rows in the grid.
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.
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.
Estimating projects now log all opening history from the moment project is created.
System Options – Added option to automatically include current date in submittal name.
Hardware window - The hardware set now synchronizes door/frame takeoff when opening size/type is changed.
Hardware window - Opening Tab – Corrected for size message when opening type changed from a pair to a pair.
Takeoff import now logs into history.
Complete Detailing - Allow for hardware quantity change in original after door/frame have been sourced.
Display image feature now has a print option.
Quote request now includes products from approved change order.
Door/Frame Submittal – Correction for error when door gauge and ply used in the same door (occurred for user–entered catalogs).
Project Master now has a new tab for ‘Retention’ to help reduce confusion with setting retention percentages by section.
Door & Frame Takeoff window feature additions:
1. Added new ‘Find’ toolbar item which provides the same find capabilites as the Complete window.
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.
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.
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.
Hardware Schedule product now includes property information.
Pricing Window - Costing tab now shows products in red where the catalog product is inactive.
Door & Frame Takeoff Windows - Correction for label column not displaying a value.
Submittal - Corrected issue when selecting a specific change order. Added change order notes and date sold to drop-down list.
Labor Master - Improved performance of update process when saving window.

Enterprise:

Correction to allow for quantity reduction for 'Expense' type products on a sales order which have not yet been invoiced.
Corrected for intermittent problem with system error when saving a quote or sales order.
Corrected calculation of retained earnings where fiscal year did not span a full 12 month year.
Corrected Purchase Order window for intermittent error associated with properties.
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.
Customer Statements now include option to combine multiple divisions in one statement.
Report function 'Invoices Excel' now includes a column for 'Customer Collection Person'.
Print options for Quote, Sales Order and Invoice now have an option to automatically create a PDF file with an option for automatic override.
Corrections for intermittent problem with OEW XML files dropping product.
Corrections to Aged Receivable report and Invoices Management report re: negative progress billing retention values.
Correct for intermittent problem with Steelcraft OEW dropping doors and intermittent problem with net door sizes.
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.
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.
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.
Correction for intermittent problem with Taxable Amount adding in the 'Freight & Delivery' amount twice.
Implemented new automated customer interest charge process. See document 'Generating Interest Invoices.docx' for an expanded explanation of this new feature.
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.
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' .
'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.
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.
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).
Work Order Management shop times has been corrected for Elevations. Note: this will only take effect for new or re-costed existing elevations.
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
'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.
'Shipment Management' window now has a 'refresh' option.
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.'
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.
Inactive suppliers are now automatically removed from all transaction supplier selection lists.
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.
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
Invoices Management window now includes column for Invoice Note.
Invoices can no longer be saved without a tax code.
Sales Order window - Restriction to allow for quantity changes after product has been sourced has been lifted.
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.
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.
Customer Payment window - Unapplied Deposit and Deposit Applied columns have been moved to right of Payment Amount.
Bank Deposit journal entry has been corrected to properly account for foreign exchange values.
Cash Drawer window cash drawer and cashier selection lists now automatically excludes users from unauthorized divisions. Users are also now sorted alphabetically.
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.
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.
Stock Requisition Management Window - Added column for warehouse area.
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.
Various other performance improvements.

Miscellaneous Costs/Charges:

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.
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:

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.
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.

Release 1.09.0929

2011-02-07T17:32:00Z

Enhancements in version 1.09.0929

Advantage:

Hardware default options now checks for recent inactive option status.
Catalog update reminder is now automated with user definable number of days between reminder.
Added column to filter Hardware Catalogs by inactive date.
‘Completed’ status projects are now, by default, removed from Project search. All projects may be shown by checking ‘Completed’ flag in search window.
Frame takeoff elevation entry will now automatically present window of Library elevations.
Project Bid and Estimating Management Windows export now includes Section Name, Division Name and Bid Status Name.
Complete window – heading assignment checking for consistency according to the heading building criteria – do not consider different case differences (10a = 10A)
Hardware worksheet - when searching for trim, default to mfgno column in the filter and corrected glitch that closed the window when letter ‘P’ was typed
Hardware copy – listen to finish and option defaults even when copying from the current project – enabling for split finish building of the same products if defaults are being changed
Password change and creation – do not allow users to set passwords that are not compatible with enterprise
Project setup – added right click menu for cut and paste functionality to be used mainly for notes field.
Advantage reports which are based on Templates, can now be division specific.
Change Order report – Option to print for previously sold change orders, option to suppress detailed product pricing and taxes are now printing.
Added filter button to right of property value.
Security Manager – user maintenance window – allow user to enter a password longer than 10 characters
Project Master window, Change Order Tab – Only users with authorization for the system function ‘Adjustment Maintenance’ will be allowed to enter/change the ‘Approval Number’.
Sold change order Contract amounts may now be modified provided no billing has been done for the applicable section. This feature is restricted to users with authorization for the system function ‘Adjustment Maintenance’

Enterprise:

Sales Order:
1. Line item sell price calculations are now built-up from component products.
2. 'Maintain Openings’ window now provides for an opening quantity. This feature also allows users to turn on/off this feature for part of all of the sales order (This provides a means to maintain openings for selected line items)
3. Sales Order line item has a two new columns to show where the line item product has an ‘Equivalent’ managed product assigned and where the line item product has ‘Alternate’ products assigned.
4. Sales Order now has a global ‘Use Tax’ application function.
5. Sales Order sell amounts are now, by default, locked (see new check box) when the record is saved. To recalculate the sell price, uncheck the locked box.
6. Ship-to record:
  1. In Sales Order, when creating a new, it will present a blank form (it no longer attempts to copy info from another ship-to record)
  2. A Ship-to cannot be saved without at least one tax code.
  3. The ‘Contact’ field now has a find button (and behaves much better when adding a new contact)
Invoices Management and Receivables report now reflects ‘Bill-to’ as the primary customer.
Picking/Packing Slip now shows a separate schedule of Loose parts that are bundled in the line item description.
Work Order Management:
1. Qty of Openings now reflects true count (Previous qty was being multiplied by number of labor operations)
2. Elevations now show standard times.
3. Printed work order now shows property values stacked (instead of a string of values)
Receiving Report is now available for miscellaneous PO’s.
Retention modifications:
1. Retention can be identified as ‘taxable or non-taxable’ at the point when the retention is recognized.
2. Where retention is identified as ‘non-taxable’, the tax associated with the retention is invoiced at the point when retention payment is due.
3. Retention may be modified at time of invoicing or at time of customer payment.
4. Help document http://help.comsenseinc.com/Content/Advantage/Detailing/Projects/Retainage.htm
Invoice ‘Bill-to’ may now be modified before the invoice is saved as ‘Completed’
FSC notes entered in the Order Scheduling window will print (as an option) on the invoice and packing slip.
Moving product lines in the quote would result in an error, this has been corrected.
Additional security has been added as follows:
1. Purchase Order:
  1. Save a Released Purchase Order - This provides the opportunity for a user to make changes to a purchase order which is in the ‘Open’ status while securing those in a ‘Released’ status.
2. Stock Requisition:
  1. Save a Released Stock Requisition
  2. Complete a Stock Requisition
3. Shipment:
  1. Save a Release Shipment
  2. Save a Shipped Shipment
  3. Modify Line Item Quantity on a Released Shipment
  4. Modify Line Item Quantity on a Shipped Shipment
  5. Complete a Shipment.
4. Work Order:
  1. Save a Released Work Order
  2. Complete a Work Order
Work Order – Corrected for issue where a partially completed work order would not allow a ‘Save’ where unrelated material was not requisitioned or received.
WIP Count and WIP Valuation report now have options to page break by order number. WIP Valuation also includes a cost recap by product category.
Product Count window:
1. When setting to ‘Released’, the count quantities now auto-populate to current shelf quantity. This prevents the inadvertent completion of a stock count where no count values were entered.
2. Print option now has an option to print count variance.
Sales Journal has been changed to properly reflect WIP transfer costs and Supplier Return adjustments.
New reports:
1. Supplier Return in Transit
2. Stock Transfers in Transit
3. Prepaid Payables (Purchase Order deposits)

Release 1.07.0756

2010-05-13T17:28:00Z

Enhancements in version 1.07.0756

See our recently released videos highlighting new features in this release:
Opening Suite 1.07.0756 Highlights
Opening Suite Bid Management feature highlight

Advantage:

Manufacturer Master – Added right click for ‘Find Supplier’.
Discounts – when discounts copied from one division to another, option group discounts are now included in the copy.
Customer Maintenance - Currency is now a required entry.
Pricing Window – User entered section contract amounts function has been refined to reduce rounding issues.
Tax master – Tax rate is now displayed as a percentage value.
Complete Window - Heading builder now assigns set diagrams to headings.
Elevation costing – Defaults are now only used when checked.
Project Costing –User entered adjusted costs will now be reflected for all similar product in various sections of the project.
Projects may now be ‘Un-sold’ if they are not invoiced, they don’t have released product and were not already affected by change orders. Related estimate will also reflect the ‘Un-sold’ condition.
Scheduling tab – Where the global replace encounters reason the products can’t be released, users now have an option to cancel the entire operation.
Keying window – Added sort sequence also correction where user double-clicked on empty value (double-click is used to filter down by that value).
Elevation costing – On initial costing of an elevation, default preps from applicable hardware is not included.
Prep Selection – Refinements to maintaining properties.
Project Setup – correction for currency message when customer is searched using customer field then binoculars is used to retrieve it.
Specwriter export/Import – refinements to allow matching of user entered manufacturers.
Manufacturers Selection Window is now re-sizeable.
Elevation defaults – Manufacturer dropdown now only shows manufacturers designated as ‘Selected for search’.
Complete window – Added r-click option to add opening level activity and refinements have been made on hardware follow-up notes to allow for status change.
Project Setup – Activities tab – added opening, heading and status.
Hardware Window – Products tab – cursor now returns to the same row after modifying the short-code.
Corrected for problem making multiple row selections.
Project Master – Activities Tab - Activities window now includes an option for document attachments.
Added feature to auto-apply hardware installation labor operations when creating hardware product.

Enterprise:

Steelcraft OEW electronic ordering is now implemented. Contact customer support for setup instructions.
Shipment Labels. Two label formats added:
1. Carton label - Prints one label for each distinct carton entered in the shipment carton column.
2. Container label – Designed for labeling Skids, pieces, etc. Labels will print ‘Piece # 1 of X’ based on the number of pieces entered in the shipment window.
Shipment Cartons - Refined the entry of carton numbers by allowing direct entry of carton number and a tool bar item to globally apply a carton # to all rows.
Work Order, Stock Requisitions and Receiving now have tool bar items to create a shipment for the associated product after status has been set to “Completed’.
Customer payment window auto-payment application has been modified. Where the user enters invoice number(s), any amount left unapplied will no longer be applied to the oldest invoice. Customer discount ‘taken’ field is now open for editing.
Calculation of Eligible Discount on customer invoices is now based on pre-tax invoice amounts.
Bank Deposit window now has a right click option to ‘Select/Deselect All’.
A new menu option has been added under General Ledger for ‘Journal Template’ which provides for addition and maintenance of templates. Security, under General Ledger, will need to be reviewed for users to have access to this new feature.
Sourcing – When changing a supplier and choosing option to apply to all product for that supplier, foreign currency will now also reflect this global supplier change.
The Sourcing window now includes a column for choosing Service Center Delivery Programs. This feature is currently only available for Steelcraft and Ceco product.
User profile window has been modified (click ‘+’ to expand division row) to allow authorization to ‘Source if non-stock in Primary Warehouse’. (See note below for further explanation.)
For installations with multiple warehouse locations , the sales order entry process has been modified as follows:
1. Managed product search window now auto-filters only on stock designation (instead of home warehouse and stock). Only those warehouses, as authorized for the user (as defined in the User profile window in Enterprise), will be visible.
2. Where a user is authorized ‘to ‘Source if non-stock in Primary Warehouse’, and the system finds the application product in an authorized warehouse, the component rows of the sales order line item will be automatically populated with ‘Source To’ = ‘Stock’ and applicable warehouse will be populated. This will trigger subsequent sourcing to use those parameters as default sourcing values.
‘Completed’ shipments now auto-generate customer invoice and record any payments and/or applied deposits to the customer’s account.
Order Management, Order Analysis and Backlog now have ‘unsold’ section values for contract amount, estimated cost and detailed cost set to zero.
Invoice Print now shows customer return note next to the customer return number.
Sales Journal and Backlog, totals only report corrected to suppress page break for each total.
Added ‘Confirmation number’ column to Purchase Order Management window.
Added additional print options for the Customer Statement.
Corrected for intermittent incorrect display of margin information on invoice window.

Release 1.06.0605

2009-06-19T13:32:00Z

Enhancements in version 1.06.0605 include:

Advantage:

Menu change – Import and Export tools have been moved to the System Administration menu.
Import/Export - Added import and export for Labor Master and Discounts.
Change Order - Correction to properly handle a new opening added through a change order.
Elevation Summary window – User can no longer change the elevation type if the frame pre-sourced.
Project window scheduling tab – User can now un-release product after it has been sourced if the PO is deleted.
Change Order - No longer allow a change order to be approved if it contains non-handed openings or openings with no heading.
Change Order Report – Correction for inclusion of product deducts.
Architect Master – Added option to auto-number in System Options.
Door Leaf Assignment - Products with product category Lock Dummy Trim are now automatically assigned to Leaf 2 on a paired opening.
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.
Product Costing – Correction to properly account for user entered adjusted cost where the product has a net cost defined in the discounts window.
Catalog Updates – Option groups properly synchronized with the Comsense master database when applying catalog updates.
Costing – Allow cost on miscellaneous cost tab to exceed 1,000,000.00.
Pricing – Allow for markup amount values to exceed 1,000,000.00.
Reports Window – Processing Quote Request and Purchase Order validates that manufacturers have an associated supplier.
System now ignores validation of manufacturers flagged as 'By Others'.
Project Window – Retention percentage moved from Setup tab to Cost Groups tab.
Complete Window – Filter dialog is now resizable.
Complete Window – Removal of headings is no longer allowed when they contain pre-sourced product.
Security Window – New security function added - Adjustments Maintenance.
Pricing – Adjustments Window – Secured by Adjustments Maintenance Security Function.
Complete Window – Improvements to pre-sourced flag on doors and frames.
Complete Window – Validation bypassed for pre-sourced product.
Reallocate Billing - Improvements to account for transactions prior go live date.
Reallocate Billing – System now requires a cash drawer with Integration flag set, and a customer payment method with Integration flag and Auto-deposit set.
Adjustments – Reallocate billing window now available from within change orders.
Contract Adjustments – Changes now logged in history.
Change Orders – Corrections to properly account for special products added in a change order.
Frame Takeoff - Sorting corrected to work for all columns.
Change Order Approval – Correction for clearing of By Others and pre-sourced flags.
Project Window – Scheduling Tab – Products from a By Others manufacturers excluded.
Complete Window – Correction to remove invalid message when creating a new elevation from an existing elevation on a change order.
Project Window – Setup Tab – Detailing – Order Status is now set to Non-Existent before sales order has been generated for a project.
Hardware Selection Window – Added a filter line.
Change Order Deletion – Correction to properly process deletion when tax exempt or tax on cost products existed on the change order.
System Options Window – Enable Customers, Suppliers and Miscellaneous Master maintenance options to be protected once Enterprise is set to live on the system.
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.
Costing Window – Performance improvement when applying concession discounts on large projects.
Hardware Window – Added option for Sets Export to an Excel (.xls) file.
Takeoff Window – User can now filter by the By Others column.
Parts - Correction to properly display parts from another manufacturer when added to a user entered door or frame.
Labor Master – Added column for ‘Special’ designation used in Enterprise to build products from existing material.
Project Search Window – Corrected due date value to use the earliest bid due date from sections that are not already sold.
Labor Master – Pricing grid no longer allows duplicate divisions.
Project Window – Added new tab for cost groups. Estimator, Detailer, Project Manager, Inside Sales and Outside Sales moved to Cost Group from the Sections.
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.
Elevation Costing – Corrections to properly process cost add attributes.
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.
Complete window –Added option to reload openings on all cancelled openings of a change order.
Door/Frame takeoff window – Added size fields to global prep/part window.
Project Setup – Tasks – Added column for activity type.
Pricing window – corrected for intermittent problem with sold project sections not reflecting a ‘sold’ status.
Correction for copied projects to keep the division code of the original project.
Hardware search – Now allows for search including foot and inch marks.
Takeoff and Complete windows – Global prep replace – Correction to restrict the operation for openings that have sourcing or are pre-sourced.
Correction for resetting sort sequence on openings involved in change orders.
System Options Menu – Added menu item to rename customer or supplier code.
Takeoff Window – Added right click menu item to ‘Show Editable’ in order to be able to filter down rows for global replace.
Special Product Worksheet – Full description now defaults to the short description.
Complete window – Enable deletion of opening from the change order.
New option to apply Discount Groups by manufacturer.
Added ‘Short Code’ as print option for labels.
Door & Frame Takeoff windows – Added new right click option for ‘Validate’ button to show ‘ Show only editable rows’.
Customer Master search now includes status column.
Hinge handing rules modified to be the same as Closers.
Pricing Window – Now allows for markup in excess of 999.99%.
Pricing Window – Correction for rounding when using 2 decimal percentage value.
Hardware ‘Where Used Hdw Set’ option now includes ‘explore’ function to view associated hardware set.
Purchase Order correction to exclude ‘unsold’ change orders.
Project copy feature now includes option to copy only selected openings.

Enterprise:

Activities - Added default activity type field in user profile.
Activities - Added new ‘Document cross-reference’ tab to activity form with hyper-links.
Activities - Added hyperlink option to activity list window document cross-references.
Unsourcing – Corrections to intermittent quantity issues.
Corrected error in ‘Shipments not invoiced’ report.
Bank Reconciliation – Corrected problem where a negative balance was not being brought forward.
Trial Balance- Improved performance.
Invoices Management – Added column for payment reference (customer check #).
Purchase Order – Option provided to print elevation drawing and material list.
Work Order – Option provided to print elevation drawing and material list.
Reports - Added new ‘Sales’ report with month and year comparative sales and margins.
Reports - Added new ‘Orders Analysis’ report for projects and/or sales orders.
Bank Reconciliation – Cleared items on a saved ‘Open’ status bank reconciliation can now be un-cleared.
Product Master – Added ‘FIFO’ tab in Detailed Transaction window.
Corrections for WIP Valuation report and Accrued Payables report where payable line item cost is set to 0.
Correct for sales order, based on quote, not bringing forward line item tax exempt info.
Sales Order – Corrected for error when copying a door/frame line and modifying preps.
Payable Journal dates are now defaulted to current date and user is prompted.
Product Master/Managed Product Management windows now show actual usage by month.
Corrected error when searching for check.
Corrected error when attempting to open order management from work order related documents.
Corrected for intermittent problem of system not finding previously created special products.
Refinements to prepaid material purchases. Journals will now only affect the ‘Prepaid Payables’ account assignment – ‘Prepaid Inventory’ account assignment has been discontinued.
Invoice Register correction for invoices outside of specified date range.
Correction for intermittent error in Payable Entry when a manual distribution was entered.
Correction in Sales Journal doubling of elevation costs were elevations were re-sourced.
Various performance enhancements.
Correction for intermittent project invoicing not recognizing tax exempt flag.
Payables management now properly recognizes Paid/Unpaid filter.
Correction for intermittent error when saving quotes.
Invoicing – Correction to allow for change to Project Billing taxable amount where value is negative.
Sourcing – Now recognizes ‘Equivalent Product’ assigned to Product Master and automatically assigns ‘Alternate Product’ when sourcing and will source to the applicable stocking item.
Purchase Order – Correction for status not auto-setting to Completed.
Implemented controls to prevent manual journal entries to the following system control accounts:
Corrected for intermittent printing error for Bank Reconciliation Report

Release 1.04.0494

2008-12-04T16:45:00Z

Enhancements in this version include:

Advantage:

Reports window - added Change Order Report.
Hardware Window - Openings Tab - changed opening size to uppercase to accommodate X in metric sizes (x does not validate).
Elevation costing - drawing tab - double click to open frame elevations program.
Elevation costing - discount string not retaining when project was changed from a division to another.
Elevation Costing Window
- Added Tool bar icon to show drawing.
- Added Elevation Description field.
When selling an Estimate, the required date now flows to new Detailed project.
Hardware can no longer be Released unless heading is assigned.
Added note to history log when headings removed.
Message to 'Update Default Preps' removed for 'Bulk' projects.
Modifying hardware in Hardware window/Product tab no longer automatically adds product to complete window where a heading exists.
Complete window - correction for error while trying to save a hardware note as default.
Correction for estimated GP in section's tab of project setup window.
Detailing project setup - addressed performance issue on sections tab when setting date required and released date in releasing applicable product.
Costing - price book selection - addressed performance issue.
Project window - reviewed address area where too many line feeds were set if part of the address was missing.
Added go live date in system options - date all invoices generated with adjustments window last day of the month before go live date - used for Enterprise implementation process.
Pricing window - correction or tax exempt not being deducted from total tax amount.
Door Maintenance and Mfg attributes - corrections for dropdown in filter line for type showing hand values.
Project Setup window - corrections for search window on customer, building owner and architect not finding data when accessed for the first time.
Today window - count due task that don't necessarily have a number of hours attached but have due date.
Project setup in detailing - added button to show estimated project documents where detailed is based on an estimate.
Hardware set tab of hardware window - correction for not saving note as standard note if note was just entered and not tabbed out of the note area.
Correction for error on opening frame takeoff - caused by inconsistent data.
Hardware Preps Defaults - correction on reapply preps to hardware set defaults and opening option.
Takeoff windows - correction from copying from an existing sourced door/frame- the system was showing new opening also as sourced until saved and reopened; also when trying to access a sourced opening, the system is giving a message about the reason why the product cannot be changed.
New Preamble Selector window that allows user to pre select sections to be included in the preamble, to append or overwrite to a chosen template (D/F or Hdw) and also with the option to just open the existing preamble file.
Costing/Pricing window - Adjustments window - allow for reallocate billing where project is open for conversion; also allow for changing contract amounts for sold sections.
Added system option menu function for disconnecting an estimate from a detailing project - estimated cost becomes the same as detailing cost in detailing after the disconnect. The estimate project is unsold automatically and a record is saved in the history of the detailing project on how the project was disconnected from the estimate.
Correction on products by heading report for product not requiring a finish - description was missing.
Login process now checks for program updates currently in progress.
Correction for wood doors with lite/louvers for showing metal doors category in the scheduling tab; wood doors is now shown and the parts going with the door are automatically released as well, regardless of their product category.
Complete window - present user with messages when presourced flag could not be set because the section does not have a required date or the product has not been validated and/or priced.
Default preps - No longer applies prep on an opening that has the shortcode with qty = 0.
Default preps - No longer applies preps to sourced doors/frames.
Changed reallocate billing window in adjustments - sold sections are available to change the amount; when sales order has been generated and project is open for conversion, also show previous billing information allowing for adjustments ; adjustments window will always be available in detailing projects on the original project, only sold sections can have their contract amount adjusted.
Adjusted costs - When changing the manufacturer for doors or frames the adjusted cost is now cleared.
Duplicate opening option - complete opening and takeoff windows - opening numbers now limited to 10 characters.
Tax master - changed label from max tax to max taxable.
Export project for Spectrak - Correction for warning of out of date costing not appearing when the costing was never done.
Complete window - opening filter and replace option - provided cancel option.
Takeoff and complete windows - allow changing arch type, opening rating, exterior/interior, sill, wall conditions when door/frame is sourced.
System options import - Correction for display of blank error message.
Correction for Ceco purchase order to print 4 7/8 throat.
Elevation Window - Corrected for frame elevation to keep the cursor on the previously selected row when window reactivated.
Takeoff Windows - During validation, when a non-valid opening is encountered, cursor will now remain on the non-validated row if the user elects not to continue the validation process.
Complete window and Change Orders - correction for heading and quantity change when product has already been sourced - will now allow the change.
Max Tax refinement - correction to use the value as the maximum value of tax charged per project.
Project setup - new ship to - Project address now used as default for new ship to.
Pricing - Change Order selection window - show flag indicating that price is up to date.
Complete window - correction for 'has sourcing' value for doors/frames.
Customer maintenance - new customer - ship to automatically generated and set as default for the customer.
Prep Defaults Window - correction for shortcodes appearing multiple times in the list.
Added Discount group in hardware discount tab to allow filter and replace on the group and assign a discount string per option on multiple selection of hardware.
Consider an estimate detailed only if the detailed project is a valid non deleted project.
Project setup estimating - correction to print option to show estimated projects.
Correction for quote request not returning any product unless product selection window is used.
Option to export the list of customers/suppliers to Excel (xls) file for refinements when transitioning to Enterprise.
Hardware window - opening list - correction on door type and frame type not saving.
Refresh pricing - addressed performance issue.
Correction for opening type PP not accepting a hand value.
Security - User Setup - No longer limit the assignment of a warehouse to authorized divisions.
Project pricing - clarified headers for markup to read estimated or detailed depending on the project type. Also corrected Est, Det, and GP% values.
Complete window - allow user to assign a hand in a case of pair pocket opening (hand value added: POCKET).
Prep selection window by groups - removed case-sensitivity of group names.
Call for pricing note on preps added in pricing window.

Enterprise:

Added option for an 'Expense' line item Purchase Order.
Purchase orders for 'Expense' type products allow users to change line item description.
Journal templates can now be deleted or modified.
Managed Product Selection window 'Stock Location' column has been moved beside description.
Customer Return allows for a negative value for freight.
Corrected error when attempting to print check where list of supplier invoices crossed divisions.
Reports - added:
- Bank Reconciliation
- Customer Statement
- Financial reports - Balance Sheet and Profit & Loss statements.
Added option to include Elevation as a line item on a sales order.

Release 1.03.0365

2008-04-11T15:18:00Z

Enhancements include:

The original security certificate used by the Advantage Microsoft Word add-in has expired. If you have a workstation that has not yet been updated to use the new files, please visit the following link for instructions to do so: http://www.comsenseinc.com/PublicDocs/InstructionsDownloadingInstallingNewCertificate.htm

Frames entered as componoent parts (the default when using HG catalog or a derivative) would not show the frame size in costing summary report

Hardware builder – Correction for split finishes not showing in inventory description

Costing and pricing window – Corrected to hold the adjusted cost on individual frame components

Purchase Order – System verifies that each manufacturer has a supplier assigned for the project's division project is defined under

Costing and Pricing window, Miscellaneous cost – Note is now a required entry

Default Preps – Disabled Hardware Set Tab as soon as headings are built; also the global reapply has been disabled in the same situation to prevent any hardware set specific changes that may have been applied in the past to be lost; individual prep change can still be applied; for heading specific changes user will use the complete opening window and choose to apply to all openings within current heading

Purchase Order report not allowed on openings without a valid hand

Complete Opening window - Hand clear not allowed on openings that have released product

Purchase Order – Corrected for product not showing in the product list after change order(s) have been approved

Customer Master – Customer code cannot be changed on an existing customer

Complete opening window – When adding a new product with a handed option on a handed opening, the system was not calculating a hand initially; opening hand needed to be refreshed

Hardware worksheet – Change has been disabled as soon as the product has been released on at least one opening

Complete Opening window – Corrected to refresh hardware status of locked for update when changing heading number

Complete Opening window – Now prevent user from changing opening type, opening size or building area on an opening that already has a heading number and released hardware product. A change order will now be required to make these changes.

Costing and pricing window on bulk projects – No longer warn about having to run default preps, as preps can be entered in bulk prep area

Project copy - When option taken to not bring over pricing, quoted consession discounts are no longer copied either

Parts maintenance window – added Ship Separate flag (for use with Enterprise)

Default preps – Exclude change orders and sourced product in prep application

Complete window Filtering window for Change order – Opening dropdown now contains opening list from the current change order

Hardware window, Openings tab – Added feature to save column order and width settings; double-click on the header allows for column reorder and initial values entry

Takeoff entry – Correction for issue with user entered manufacturers where user presented with ‘jamb not within range’ message

Costing and Pricing Window, Miscellaneous Cost – User now advised if duplicate detected

Complete window, hardware section – Corrected for prep selection window to show properly when right-click menu used

Specwriter and Advantage – Added note field in openings grid; width, order and sort of the columns is also saved and retrieved per user

Maintain Openings window from Hardware Sets tab – Allow previously assigned opening to be changed to the current set

Product Notes – Added feature to save product notes globally to be brought over by default in future projects where the product is used

Copy project correction – Elevation’s net cost field was omitted causing the adjusted cost of an elevation not to change accordingly with the change or elevation costing window

Refresh pricing optimized to be more specific to the product being changed, processing time significantly reduced for all user entered catalog changes

Parts and Labor – Added ship separate flag in user entered maintaince windows

Takeoff window – replace line – Correction for treatment of uppercase vs. lowercase

Complete Opening window – Correction for delete opening when Enterprise transactions are present. Sourced flag accuracy also corrected.

Pricing window – When selling a change order, system will now cancel the entire operation if an approval number is not provided

Purchase orders – Correction for situation when purchase order is attempted to be done after at least one change order has been approved – non-purchased products not affected by the change order were not showing in the results

Customer import – Corrected to prevent overwriting of pricing formula if a new one is not provided in the import

Release 1.02.0217

2007-11-07T18:14:00Z

Enhancements include:

Note: Additional processing required if you have not already updated to 1.02.0208, please allow this update to complete - Some hardware options may not have displayed in the Request for Quote or the Purchase Order reports. This update corrects the reporting of the hardware descriptions by rebuilding the inventory descriptions during this update. Due to the rebuilding process the update will potentially be a lengthy process, please do not stop this update.

Opening List - Filter and Replace window – Now allows global replace on degree of opening

Project Setup – Sections Tab – Allow for entering released date and fill in scheduling tab with released flag for products with a required date entered

Complete window – Show sourced flag on opening and individual products – User can double click the Sourced cell of an individual product to display a dialog which shows whether the product needs to be Sourced, Shipped or Invoiced

Blocking situations - Corrected for situations where message boxes were causing blocking

Improved performance in product validation, costing, and on the costing report

Pricing window – Corrected for estimated gross profit to account properly for the estimated cost

Costing Window – Corrected for situation when parts or in-house labor was attached to a door/frame with an adjusted cost – the part was getting the same adjusted cost as the door/frame component next time when pricing was run

Complete window – When copying an opening, in the case where the frame is an elevation, no longer reset the elevation costing flag simply copy the product

Prep defaults – When prep was added and sourced products present, the system was giving unnecessary messages about openings where the added prep was not involved

Door/Frame PO - Corrected door/frame purchase order when product selection is done

Complete Window - Added right click option on door/frame line on a change order to reload original definition of the door/frame

Complete Window – Added right click option for door/frame takeoff global replace on filtered opening list on a change order

Hardware Worksheet – Locks and Exit Devices – Added clear button for clearing out inside design/trim

Specwriter – Pricing Tab – Correction to allow adjustment of previously entered list price on a special product

Project Search Window – User can now set a project to deleted and save change

Product Summary Report - Correction for product listed twice in report

1.02.0208

2007-10-15T02:34:00Z

Enhancements include:

Note: Additional processing required, please allow update to complete - Some hardware options may not have displayed in the Request for Quote or the Purchase Order reports. This update corrects the reporting of the hardware descriptions by rebuilding the inventory descriptions during this update. Due to the rebuilding process the update will potentially be a lengthy process, please do not stop this update.

Costing - Certain situations caused costing window to show product that was on the job but later removed

Performance - Performance improvements made to Architect Master, Customer Master, and Reports.

Complete window – Correction to quantity of hardware prep selected when the application quantity greater than 1

Change Order Selection in Costing – Row select now working properly rather than selecting first unsold change order

Project Setup – Sections – Correction for invalid date being saved in date required

Product Release - When new product is being added to a product category, automatically release only if release date and require date is populated on the corresponding section

Elevations Costing – Refinement for concessions discounts not being brought over when piece replace feature was used

Project wizard – When duplicating an estimate project into an estimate, if the user is choosing the option of not bringing over the costing and pricing information, do not copy the sold dates and scheduled ship dates

Project Setup - Delivery Scheduling Tab – Show only major product categories per each opening - No longer show door parts or frame parts or other categories of in house labor attached to hardware or doors and frames; these product categories will automatically be considered released when the main shortcode product category is marked as released.

Complete Window – Detailing – New check mark indicator to show sourced product. When hovering over an opening it will show the list of product from that opening that has been sourced

Internal Change Order - Internal change orders enforce that there is no net contract amount

Elevation Costing - Prep selection by group window – Quantity and Unit of Measure now show on in house labor

Hardware Description - Correction for situations causing product with multilpe options not including all options in description

Elevations Costing - Prep Selection by Group does was not adding Prep to Material List

Elevations Costing - Quoted Concession was not shown in Green in Engineering and Preps

Elevations Costing - Quoted Concession did not apply to pieces replaced in costing

Pricing - Generic Manufacturers no longer require default preps to be reviewed

Costing - Allow for discount string and adjusted cost to be changed for products being removed on a change order

Hardware on Bulk Estimate - Can now delete a set.

Prep Selection - Sized product – Size was not available to be entered when selecting by group

Release 1.01.0604

2007-09-20T15:34:00Z

Enhancements include:

Project Pricing – Correction for Estimated/Detailed cost with setup and non-standard charges

Project Costing – Adjusted column cost now clears and saves properly

Hardware worksheet – Removed ability to create a special product with a blank finish code.

Complete Opening – Corrected for issue raised when trying to assign opening hand before opening type

Change Order – You can now delete a change order for which pricing has already been run

Change Order – Elevation costing now properly assigning elevation shortcode to change order opening

Hardware Notes – Removal of notes with 'This set only' flag checked will now leave the product note on instances of the product in other sets

Complete Opening - Product Notes - Using the option 'To this set only' when entering product notes now prevents the note from applying to all sets

Change Order – Reload original opening feature corrected

Change Order – Approval of change order where keying exists in original opening corrected.

Help – Clicking Help menu item now launches Comsense Opening Suite Online Help system at http://help.comsenseinc.com

Takeoff – Validation process skips sourced product

Change orders – Adding a hardware product caused system to invalidate door and/or frame before preps were even assigned. System will now leave shipped door and/or frame intact

Prep Selection – System now prevents user from selecting in-house labor where there is no price for the project’s division

Project Setup - Estimating – On the Bids tab, when a new bid recipient is added, all sections for the project are added to the sections pane of the window

Labor Master – User can now delete a pricing for a division, and manually add a division using context (right-click) menu

Pricing – Tax exempt on miscellaneous cost now applied to contract amount, rather than just the cost

User Entered Door/Frame - Users can now modify list price of user entered doors and frames in the costing window

Product Category Window – Sort sequence now required

Tax master – Added inactive date

Project Pricing – When rounding, the remainder is allocated to the last group

Release: 1.01.0594

2007-08-14T13:37:00Z

Enhancements include:

Project Taxes - There is a new method for adding taxes to projects. In the Pricing Window > Project Pricing tab, right click in the Taxes area and click Add to open the Tax Picker. In this dialog choose from the available taxes in the upper grid and click Add to add the desired taxes to the lower selected grid. Click Ok when the Selected grid contains all of the taxes you wish to add to the project.

The Product Costing Window now allows the user to enter a list price for user entered Doors and Frames. Standard and non-standard charges are to be used for costs that occur once for the entire lot of product on an order.

Hardware worksheet – Removed ability to create a special product with a blank finish code.

Reports – Complete Opening Detail Reports, Opening Selection Window – Button column would disappear upon double clicking on the header of the top grid. Now the user double click the header and choose Show buttons column to bring the column back into view.

Project pricing window – Rounding – The system now requires that only one tax row is required for rounding the sell price rather than two or more.

Costing and Pricing Window – The system will no longer prompt to review preps for the generic door or frame manufacturers.

Project History – Hardware hand change is now recorded in the history.

Reallocate billing and contract amount on all sold detailing projects

Project Setup – When setting up Detailed projects, warehouse now defaults to user's warehouse.

Required date on estimated or detailed projects needs to be entered upon selling per section sold. This date is used to fill in scheduled ship date on all product from the section and mark the product released. Product added to the section at a later time will also get the same scheduled ship date.

Product Category Window – Added Cost Group Id and Section Id for reference for AHM migration purposes

Costing Window – No longer allow approving a change order if canceled openings present (canceled openings are openings that had already been changed from the point at which they were brought into this change order by a different approved change order).

Microsoft SQL Server version checked for Service Pack 4 (SP4) when running program updates.

Hardware Sets - Correction for problem when deleting sets on bulk projects.

Project Setup – Detailed projects – Users can no longer change the division of a project if any sourcing has been done on the project.

Project Transfer correction for cases where the username contains a period '.'.

Labor Master – Applications that are not applicable have been removed including: Strike, 3-Sided Frame Welding

Alternate Short Description now limited to 30 characters.

Project Window – Scheduling and Tasks corrected for calendar not filling in date properly in the filter line.

Complete Opening Windows - Corrected for error trying to right click on something other than a valid row.

Frame Elevations – Corrected for having to save elevation costing window twice before the system thinks it is properly validated and built (which happens when saving elevation costing window).

Program Update Log - Viewer added for most recent program update log. Available in Tools > System Administration > View Update Log. Lines containing word error are automatically marked in red and find error button scrolls thru the file from one error to the next.

Manufacturer Maintenance – Added copy feature. Also added feature to copy supplier information for the manufacturer from one division to one or more other divisions, including the preferred setting.

Supplier Maintenance – Show Division Information – Suppliers are normally assigned to divisions with a manufacturer whose product they supply. Now users can also assign a supplier to a division without relating the supplier to a manufacturer. This is done by clicking the Divisions butotn on the Supplier Maintenance window.

Supplier Maintenance – Duplicate – Division and manufacturer assignments can be copied from one division to one or more other divisions by clicking the Duplicate button on the Supplier Maintenance window.

Project Import Wizard – Matching information is now shown in the import window rather than a dialog.

Project Export and Import - Folders used for exporting and importing no longer have to be on the server.

Hardware – Replacing hardware now assigns the proper description for both handed and non-handed versions of the product.

Takeoff and Complete Opening Windows - Tilde character (~) now functions properly when used in opening numbers.

User Entered Frames – When creating frames, the Description attribute is now automatically assigned the component type.

Waste Defaults – Dropdown of manufacturers now includes Comsense supported manufacturers.

Submittal Reports – Changes made to settings are now saved when scrolling between reports.

Special Product – Trim field expanded to 40 characters.

Today Window – Estimated and Detailed tasks now combined.

Release: 1.01.0565

2007-04-02T18:37:00Z

Enhancements include:

Complete window, history note – Prompt for history note now has a user preference which defaults to disabled.

Complete window – When dropdown list of shortcodes is used to bring in products, cursor is now positioned in the shortcode column of the last row of the grid, ready for a new search.

Project tasks – Users can now assign tasks to other users.

Project creation – When cancelling the copy process from a project that had tasks associated with it, the operation is now completes successfully.

Transaction key window – Now allow for more flexibility the keys, messages are now just warnings allowing user to continue.

Detailing projects – Start history when complete window is opened for the first time.

Pricing – No longer allow a change order to be approved if it contains any non-validated product.

Customer Master – Ship to information can now be viewed/modified.

Pricing – No longer allow sections to be quoted unless all product is validated.

Complete Opening – When creating the first change order, system now warns the user if no section has been sold.

Projects - User is provided with notification if a project folder was missing and the system re-created it.

Project Setup – Changed Billing Date to AIA Billing Date.

Heading Maintenance – Now allow notes columns to scroll and be expanded.

Customer, Architect and Supplier Search (binocular) – These Find Dialogs no longer load the entire list upon opening, they now require the user to enter some search criteria if desired and click Go to search.

Complete Opening – Added search by building area.

Project Setup Search - Added address to search by (users must double click on the header to check the address column as visible at the first use)

Release: 1.01.0557

2007-02-28T18:53:00Z

Enhancements include:

Complete Window – When history is turned on, the user can set a note to be recorded in the history along with the change every time they use the complete window; the user is asked to enter this note on their first change, it can be changed at any point while using complete window and gets cleared out when window closes. If a history note has not been entered, when a change is made, the user gets prompted to enter a history note.

History Window – provided a toolbar button to replace note column on the filtered list.

Format of History recorded updated to be more compact and easier to search.

Labor master – Added option to duplicate pricing of a selected labor operation from one division to one or more other divisions.

Catalog updates no longer remove user entered attribute descriptions.

Secured the editing of architect/customer records from the search window opened in the project setup.

Complete window – Changed rules on how to enter hardware information. If there is no hardware set or an empty hardware set is assigned to the opening, the user will be warned when setting a heading that the hardware will not be saved against any hardware set, instead it will only be saved against the heading and specific opening(s). When attempting to remove headings automatically, the system stops if it finds openings where hardware has been assigned but there is an empty hardware set or no hardware set assigned to the opening.

Program Update dialog now allows cancel.

Changing hardware short description: System now prevents modifying description in detailing if headings have been assigned.

Saving and restoring adjusted cost for doors and complete frames – after doors or complete frame are changed (handed, prepped …) the system is able to restore the adjusted cost from the costing window even if the actual product changed – this feature should accommodate operations like lump sum allocation.

Finish Discounts – Apply discount string option: now provide option to continue applying discounts without acknowledging every warning of a finish not being found.

Project folder - System now creates a project folder if one is not found during operations where this folder is required. This helps cases where project folders have been lost.

About window – Common folder location added to about window. This provides access to non-administrative users, as well as the ability to paste the location to the clipboard for other uses.

Phone Number Formats removed from the Maintenance Miscellaneous menu, feature no longer used.

Release 1.01.0523

2006-10-23T16:51:00Z

Enhancements include:

Component pricing now shows discount string and manually entered net costs for product

Correction of hardware pricing with multiple discount string situation and net costs combination

Purchase order correction for combination of the same product with different cost due to multiple change orders

Prep History now saved and retrieved by project division

Hardware > Opening tab – Correction for hardware set being cleared when changing fire rating

Component costing - In situations where options on a piece of hardware have different discounts the system cannot calculate a 'buying program' Net Cost accurately. In this case the system will grey out the estimated net cost, alerting the user that they must enter an Adjusted Cost manually. To aid in this process, the View Component Pricing option in the right click menu for the product now includes a breakdown of hardware options.

Frame Elevation Costing Window – correction for replace component to not subtract twice the 2” value from the size.

Added door and frame manufacturers to manufactures selection window in order for users to be able to decide which manufacturers should show in dropdowns and eliminate possible obsolete manufacturer codes

Special Product Worksheet – added feature of defining sized product

Hardware window - Correction of product list copy from a different project, duplicates were created in some situations where hardware contained options

Detailing window – Removing headings – Eliminated memory leak that was causing app to crash when removing headings from a project with a large number of openings

Release 1.01.0518

2006-10-02T17:13:00Z

Updated Look - Many of the graphics have been updated to reflect our new product and company logos. Note the icon for your shortcut to the program may now look like this

Discounts window – When using filter and replace or entering a net cost for an option, prices were not refreshed; discounts imported using AHM flat file were not getting applied to existing products

Labor master – When entering labor cost, supply cost or standard minutes, new information is now duplicated for all divisions that do not already have a value

Corrected costing situation for combination of hardware with discount and option with net price

Correction for hardware set deletion error after prep defaults have been assigned

Openings from hardware set window – Added ability to maintain label and rating list as well as door/frame architect description

Project bid tab – Recipient must be selected before other information can be entered

Labor master window – Price renamed to labor cost, supplies price renamed to supply cost

Openings window from hardware set tab – Default quantity to 1 for new openings

Project import window – Now allows resizing, size settings saved

Project selection window – Corrected for system attempting to print the project list when selecting a project after the print option has been used once

Project pricing - Corrected for issue causing manually entered contract amount to be lost when applied to a section with zero cost

Project setup window for Specwriter projects – Show Spec Lead as a dropdown of all existing spec leads previously entered, allowing for new entries; use cursor arrows to jump to the closest match of entered value.

Project Rating maintenance window – Access granted to inactive date field

Added inactive date to door/frame description windows; dropdowns from these tables in opening windows filtered to show only active door/ frame descriptions

Architect, Customer, Supplier windows – Added toolbar button to assign all Customers/Architects/Suppliers to a set of selected divisions

Refinements to opening window for Hardware Set: adding existing, unassigned opening to the set

Keying – Added Heading column to the grid; requires double-click on the header to be revealed; sorting by heading’s sort sequence can be done on this column

Corrections for Manufacturer window – Corrected issues when creating new manufacturer from the menu or when coming from the special product worksheet

Hardware window – Note now saves properly when cursor focus is on the note field and user clicks save/close

Refinements in opening window from hardware set – When adding an opening that already exists, but has no set assigned, you can now rename the opening number if desired

Release 1.01.507

2006-07-22T04:00:00Z

Some of the enhancements and corrections include:

Hardware Worksheet – Option property grid is rarely used for hardware, so to give more space to the Option grid we have made the display of the Option Property grid more intelligent. If the selected option has properties associated with it, the Property grid will display, other wise it will be hidden. To manually display or hide the Option Property grid, double click the Properties title on the Hardware Worksheet, alternatively, you can click and drag the Properties title to make the Option Properties grid the size you would like.

Project Tasks – When creating a Detailing job from an Estimate, associated Tasks are now also copied.

Today Window - Task summary excludes tasks for sold Estimates, as those tasks will now be located in the Detailed project.

Opening Numbers - Leading zeros now allowed in opening numbers when duplicating a range of openings.

Manufacturer Master – Generic manufacturers will no longer be checked for preps when used in a project.

Detailing Window – When building a new hardware product in the Complete Opening window, any hardware preps assigned to that product will be automatically added to the default preps.

Pricing Window – When entering freight and markup, the system automatically populates that same value for all the cost groups in the same section that do not yet have a value.

Standard Notes - Standard notes now has a filter control to provide for search and replace functionality.

User Preferences Window – Auto saving of takeoff information is now user configurable. Autosave interval is entered in minutes. Setting to 0 will turn off autosave.

Data Backup Check - Databases must be backed up at least once every 3 days (which accommodates weekend delay for standalone systems). Seven days of warnings will be given if these scheduled backups have not run successfully. After seven days of warnings, login will be disallowed until the backups are done.

Default Preps - Load from History dialog now allows user to cancel the operation. Upon cancelling, the user is returned to the manufacturer to select another manufacturer. Choosing Yes on the Load from History loads preps from history. Choosing No loads the product list only.

Takeoff Window – Optimized processing when adding attributes on the fly for special doors and frames.

Change Orders - When trying to create a change order, the following opening types are exempt from requiring a hand: PP, PO, BF, BP, OT, BS, RM.

Labor Master – Price for Supplies added per labor operation by division. The price of the labor will now include the sum of the Price field and Price Supplies.

Division Master - Division now has its own maintenance window, rather than being a part of the Company Master window.

Company Master - Division tab removed. Division maintenance now done in Division Master window.

Performance Improvements - Performance improved on Project Quantity Summary, Heading Removal and Applying Default Preps to Openings.

Manufacturer Maintenance - Suppliers by division now visible on the main window. Comsense supported manufacturers now available in window, manufacturer data will be displayed in read-only mode, suppliers by division are modifiable.

Complete Opening Window - When in ‘Change Order’ mode and entering a new opening, the ‘duplicate opening’ function now allows duplication from the master project.

Hardware Sets Window – Hardware Set dropdown expanded to show 3 times more lines for better usability.

Security Window - Security window now resizable. Home division and assigned groups visible in user list. Users can now be made inactive.

Status Bar - Status bar information added including Comsense customer code, Workstation name, Program Version, Database Version and Current user.

History Tracking - History for detailing projects now started once Complete Opening Window is opened for the first time.

Project Type - Project Type code can no longer be modified once it has been used on a project.

Today Window - Today window modified to view new web based Whats New information. Added expand/contract button to Whats New to allow easier reading of information. Highlights now show only for the current user.

Supplier and Customer - Suppliers and Customers can now be set to inactive. This will remove them from any customer or supplier lists.