Comsense - Software Enhancements

Release 1.04.0494

Patrick Teas — Thu, 04 Dec 2008 16:45:00 GMT

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

Patrick Teas — Fri, 11 Apr 2008 15:18:00 GMT

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

Patrick Teas — Wed, 07 Nov 2007 18:14:00 GMT

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

Patrick Teas — Mon, 15 Oct 2007 02:34:00 GMT

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

Patrick Teas — Thu, 20 Sep 2007 15:34:00 GMT

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

Patrick Teas — Tue, 14 Aug 2007 13:37:00 GMT

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

Patrick Teas — Mon, 02 Apr 2007 18:37:00 GMT

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

Patrick Teas — Wed, 28 Feb 2007 18:53:00 GMT

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

Patrick Teas — Mon, 23 Oct 2006 16:51:00 GMT

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

Patrick Teas — Mon, 02 Oct 2006 17:13:00 GMT

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

comsense — Sat, 22 Jul 2006 04:00:00 GMT

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.

Release 1.01.0473

comsense — Wed, 15 Feb 2006 05:00:00 GMT

Some of the enhancements and corrections include:

The Project Search feature has been changed to a filtered grid window which allows for more search capabilities and user defined default presentation. Double click on any of the column headings for sorting and column sequence options

Project Setup window

Estimating – Added new tab for ‘Bids’. This tab provides for the entry and management of multiple bids. The new reporting module relative to this bid information will follow soon.

Detailing – Submitted log window now has a column for ‘Returned Date’ and ‘Notes’

General

Added field for ‘Building Owner’. This is an optional field which draws from the Customer master.
Added field for ‘Rating’. This is controlled by the ‘Rating Table’ maintenance window (See Maintenance Menu) and is user defined and is designed to be used to manage priorities for bids, but may be also used as a general purpose management feature.
Added field for ‘Building Cost’ for reference purposes only.

SpecWriter Module Openings Tab has two new columns for ‘Door Description’ and ‘Frame Description’ and are controlled by equivalent master tables in the ‘Maintenance Menu’ New export option provided for exporting Assa Abloy spec-writers spec’s to Assa’s SpecTrak system.

Anchor Preps may now be selected through the ‘Prep Selection Window’. This allows the assignment of different anchors based on jamb type.

The Security Manager window now has a button named ‘connected’ to show connected users.

Manufacturer Attributes for doors and frames will now default the base attribute to the new attribute being added.

Prep Default window option to ‘save to history’ now gives a message when the user is not authorized to for this operation.

New reports

Estimating – Added new report type ‘Opening Set Quote’ – This report lists sets with unique hardware and doors and frames showing sell pricing. Hardware sets must adhere to the ‘unique product’ for assigned openings in order to generate this report.

Estimating & Detailing – Costing and Pricing report type now has an additional report type called ‘Product Summary’ with an option to show/hide sell prices. This report shows kitted product definition (ie. Frames as complete frames rather than component pieces.)

Pricing Window Component Costing Tab

For change orders, two new columns, ‘Cost Deduct’ and ‘Qty Deduct’, have been added for better identification of product being deducted.
The operation of adding miscellaneous labor/charges, is now performed in the new tab ‘Miscellaneous Cost’.
Tax Exempt and Tax on Cost is now performed using the new icons ‘Tax Exempt Wizard’ and ‘Tax on Cost Wizard’.
The process to change product sections is now performed using the new icon ‘Section Change Wizard’ Miscellaneous Cost Tab - This new tab is used to enter miscellaneous costs and charges for the project. Use the right click to add new rows where you will be prompted to enter the Section, Cost Group, cost amount and any applicable notes. Project Pricing Tab – For change orders, this window now segregates cost deducts from cost adds allowing for easier pricing and reporting of change order contract amounts.

Frame Takeoff Entry now has a column for hardware set as read-only for filtering purposes.

Restrict access to any project related window for projects being assigned to an authorized division to the user.

Hardware worksheet has a new ‘Properties’ section for options designated as ‘Note required’.

Tips & Tricks Takeoff Window – when right-clicking on the validation check box, a menu appears allowing the user to show

Only validated rows
Only un-validated rows
All rows Takeoff Window –entering # in a column in the replace line, clears out the values from the column when replace applied Complete Window – double clicking on a column from the opening grid, filters openings having just the double clicked value (for ex, if double clicked on a row on the opening type and the opening type for that row is AA, the system will show only AA openings;) a button shows on top of the grid showing that the opening list is filtered; when the button is clicked the filter is removed opening grid showing again the whole list of openings.

Release 1.01.0408

comsense — Thu, 23 Jun 2005 16:17:00 GMT

Some of the enhancements and corrections include:

Added new report option for Door-Frame Quote Request

For Bulk Estimates, there is insufficient information to automatically assign a standard discount when pricing bulk preps. This must be user entered and if a discount has not been entered, a warning message will be displayed advising the user of this condition

When changing a double opening to a single opening, any second leaf properties are now removed

User defined label, rating and anchors may now be entered directly in the Takeoff and Complete windows for manufacturer’s which are user maintained

The Today Window, Tasks list window now shows all columns from project setup task with a filter and print option

The Complete Window Costing option now has extended list and extended net columns

Hardware preps for paired openings can now be identified specifically to a jamb piece

Anchor Preps can now be selected in the Prep Selection window and may be identified to a specific jamb

When user maintained manufacturer’s attributes are modified, all existing products descriptions are now modified to reflect the revised definitions

The Hardware window note area has been correct to prevent the infinite loop message when more than 250 characters are entered

In the Prep selection window, hardware prep information is not editable. Changes to these preps must be made in the Default Prep window

Corrected for doubling of hinge jamb preps for cased open frames

Corrected error in frame detailing takeoff when duplicating openigns from Bulk Estimate openings

Elevation costing now reflects concession discounts for all product and preps

Corrected for intermittent error in Project setup, Tasks Tab when entering notes

Corrected net pricing for sized hardware products

Elevation Costing now shows consistent size of 1’0” instead of 12”

The Takeoff Entry window has been corrected for an error when an attribute is entered in lower case

The SpecWriter module now has an option to assign a sort sequence for openings in the Hardware, Openings Tab

Product Costing now recognizes quoted concessions for new product added

Product Costing right click option to add in-house labor has been removed. The recommended method of entering similar costs is by entering a hardware set with a ‘dummy’ opening and a user defined product with a ‘Y’ catalog category

Project search window now filters out un-authorized divisions

When adding new divisions, the user will now be prompted for a division on which to base the copy. The new division will reflect the same discounts and in-house labor rates as the basis division

Corrected for missing frame architect type on various reports

Release 1.01.0383

comsense — Thu, 14 Apr 2005 14:48:00 GMT

Some of the enhancements and corrections include:

Discounts window now shows both user entered and Comsense maintained product categories in the drop-down list.

When copying a sold ‘Estimate’ project to another ‘Estimate’ the sold date is not copied. When a sold ‘Estimate’ or ‘Detailed’ project is copied to a ‘Detailed’ project, the user is prompted to remove the sold date (with a default of ‘No’)

‘Estimate’ projects may now be copied into multiple ‘Detailed’ projects

Manufacturer maintenance window no longer allows a space as part of the manufacturer code.

Heading Builder now includes the ‘Heading Description’ and ‘Building Area’ as a basis to segregate headings.

Project Search Result window now includes a status column reflecting ‘sold’ projects and a status column which is set for projects with outstanding tasks. In Estimating, this window now by default excludes sold projects. Deleted projects will be excluded by default as well for both Estimated and Detailed projects. A ‘Show All’ button will include sold and deleted projects.

Default Prep Window – the ‘load from history’ now has an option to selected factory, in-house and/or installation codes. This window now shows the ‘History’ status of the prep and an option to ‘select/de-select’.

Default Prep Window – when property changed, reposition the cursor in the same property column after refresh.

Added 'Pending' flag for the user to identify a tax code as a pending. This flag will be used when invoicing in Enterprise. The invoicing operation cannot proceed where a tax code has the pending flag set to positive.

Corrected for ‘Show Worksheet’ options not recognizing correct setting for new users.

Pricing & Contract window costing process has been enhanced to address slow throughput times. The ‘Product Costing’ tab has also been removed and the ‘Project Pricing’ tab may now be accessed where costing errors or omissions have occurred.

Complete opening windows now have a tool bar icon to show opening product list and cost prices.

Default Preps window now includes a ‘Re-calculate Property Values’ icon. This feature will re-load values for any automatic property values.

‘Frame Takeoff’ ,‘Complete Opening’ and ‘Frame Elevation’ windows attributes for gauge, material, jamb, profile and/or series are now auto-synchronized ,

Elevation Costing will now allow selection of Glazing Bead from manufacturer other than Frame Manufacturer.

Do not allow the user to enter the same opening number in both door and frame takeoff for bulk projects.

When changing a manufacturer code for a frame which has an Elevation that has been 'Costed' and this elevation has been assigned to other openings, prompt user for a new elevation code.

Hardware configured with options other than categories of Fastenings, Cylinders, Finishes, and Keying are now recognized when assigning prep defaults from history

Door & Frame Catalog Maintenance – Door Cost Adds and Frame Cost Adds tab has been removed from these windows. The Mfg Attributes window now has columns to maintain attribute specific pricing information.

Complete Opening window history window format has been modified with an extended filter option.

Release 1.01.0339

comsense — Mon, 13 Dec 2004 18:12:00 GMT

Some of the enhancements and corrections include:

Net Price Correction	Correction for error message when a sized product that has a net price defined in the discounts window and does not have a previous pricing is priced using the Previous Price Book.
Hardware set builder	Double up quantities for all product except product category of ;TH’, ‘MU’, ‘CO’ if opening type “PC’ or ‘AA’.
Hardware Schedule	Hardware schedule report no longer page breaks on hardware heading change.
Hardware worksheet correction	When having default options and building new product, removing the default option causes existing shortcode to get deleted.
Frame elevation costing window	Fill in default discount string for hdw/non-hdw preps that come from the default preps and anchors after generating frame components.
Elevation Costing	Allow for multiple elevation costing windows open for the same project for different elevations.
Frame elevation costing window	Correction on add/replace component when cost add attribute used (base attribute was coming up in the description instead).
Tax on Cost	Correction for tax on cost when product has a discount string (the tax on cost was not relative to the discounted price) .
Rename/Copy Openings	Corrected various errors in the takeoff windows caused by faulty handling of preps from the system when openings copied or renamed.
Complete & Takeoff Windows	Disabled Clear right click menu option when cursor is in the prep column.
Complete window	Duplicate opening - ignore leading and trailing blanks from the opening numbers (ex: when entered 101, 102 the system was creating openings ‘101’ and ‘ 102’ ).
Complete & takeoff windows	Do not attempt to find hdw preps to be assigned to door/frame when mfg/set changed if the preps have not been reviewed at all for the project and manufacturer.
Complete window	Add frame elevation if new when selecting right click menu option to change elevation costing method.
Product costing report	Correction for updating opening list for cased open frames.
BF and BS Opening Type	Correction for BF, BS openings type to react in the takeoff the same as in complete window.
Hardware window	Hardware sets tab - correction for hdw set copy: do not overwrite number of openings if existing, assign 0 if empty.
Copy Project	Copy project correction for project_section - do not copy over sold date and if status sold change it to open in the new project.
Complete window	When changing opening qty, it tab key not pressed but row is changed using arrows or mouse click, frame qty did not update.
Manual frame elevations	Don’t show any name in pricing if there is no drawing associated (should pick up elevation codes if this is the case).
Delete Preps	Allow to delete preps from groups except from the prep's standard.
Keying window	Exclude from the keying the products with qty 0 .
In-house Labor Maintenance	Made short description a required column.
Bulk Preps	Hidden clear right click option.
Complete Window	Warn the user when opening hand applied but not all handed products got a hand according to the chart (ex: exit devices on LH or RH opening hand - opening hand needs to be reversed to accommodate the handed exit devices).
Default Preps Advanced Mode	Introduced Advanced Mode in Default Preps windows. Added Tool Bar icons for: i. Changing window to ‘Advanced’ format. ii. Use history for in-house preps. iii. Use history for installation operations iv. Reset from history. v. Save all to history. This advanced features provides much more flexibility for applying in-house preps or installation operations to hardware. Advanced window also provides option to select/deselect and save to history.
Keying Schedule	Correction for keying schedule report to suppress products with qty 0.
Takeoff excel import	Correction for opening description not being imported when project column present in the file.
Keying Window	Allow for cut & paste using right click menu in keying window.
Keying window	Show Save Key Code Sort Order when hover over icon.
Keying window	Do not show line scrolling but a message when saving key code sort order.