SuccessWare 21^®

Version 1.2.1.x

What’s New 1.2.1

Fixes 1.2.1

Fixes 1.2.0

What’s New in version 1.2.1.31

· Grid Reports—you now have the ability to print a report from almost any grid.

What’s New in version 1.2.1.28

· Time Zone Configuration—you can now configure your local time zone in Company Setup. This utility is useful for our ASP users.

What’s New in version 1.2.1.13

· Pricebook—Task Pricing Enhancements (‘Our Price’ Override and Tiered Pricing)

· Pay Base & Piece Rate Pay Record pay base on A/R invoice line items and Tasks to assist in piece rate payrolls.

What’s New in version 1.2.1.0

· ‘What’s New’ is new! — In order to provide you with the latest features and fixes as soon as they are available, updates are often released before the online documentation is available. Here in ‘what’s new’, you will find documentation on the latest features and fixes. As soon as the online documentation is available, it will be included in an update. You can open ‘what’s new’ at any time from the SuccessWare21® main menu.

· A/R invoice line item entry - allow entry of any item type (except Overhead). Part, labor, and miscellaneous entries allow a quantity greater than one (1). Flatrate task, Part-as-task, and Miscellaneous-as-task still are limited to a quantity of one.

· Sales tax calculations

Important: After the update is installed, your sales tax may no longer calculate correctly. Before posting any invoices, use the Reference Library to review your tax codes and make sure these settings are correct (particularly the PartsTaxable, LaborTaxable, and MiscTaxable flags). When entering invoices double-check the tax calculations (including flat-rate tasks with sales tax included) for correct results.

· New item search form - Items codes can be located by item no, description, category, group, or item type. It is no longer necessary to locate and select the item group first. The new search is used wherever an item number must be entered, including the purchase order, vendor invoice, A/R invoice, task detail, and inventory transactions.

Note: Unlike the old item search form, which immediately displayed all of your item groups when it popped up, the new item search form will pop up empty. The search begins only after you type in your search criteria.

· Email paging – allows you to send pages to your technicians through your Internet Service Provider.

Note: Contact SuccessWare if you are interested in using this feature.

· Pricebook

· It is no longer necessary to use the ‘Control Panel | ODBC Data Sources (32-bit)’ to compact your databases. In SuccessWare 21®, go to the Main Menu, select Setup, then Utilities, then Compact Databases. You should compact your databases at least once a month – more if you notice SuccessWare 21® getting slower.

Fixes made in 1.2.1

	DATE		MODULE / FORM		DESCRIPTION
	RELEASE 1.2.1.33 – 5/1/01
4/27/01		A/P Receipt/Invoice		If a stock item was deleted after the receipt was posted, but before the vendor invoice was posted, an Access Violation error would occur. Now the program will list which line items are missing stock items, so they can be re-added, and the invoice re-posted.
	RELEASE 1.2.1.32 – 4/09/01
3/28/01		QuickStart		When configuring the password options for a new company in QuickStart, the user would get an application exception.
3/23/01		G/L Reset utility		When the G/L Reset utility was used the new activation dates were not in effect until after loggin out of SuccessWare and back in.
3/23/01		Inventory Labels		Added Description and Max Quantity.
3/23/01		Visits Due by Month report Billings Due by Month report		Added the marketing list option to these reports.
3/22/01		Printed Invoice & Statement		Long names would cause wrapping in the name/address section of the printed invoice and statement. The space for this section has been expanded in order to minimize this occurrence. It is also recommended that proper case (upper and lower) be used when keying in name/address. This will also minimize wrapping of this text.
3/22/01		Exported Marketing list		Added a header record for the field names in the list.
3/21/01		Printed Invoice		Added printing of the tax code.
3/21/01		Invoice Manager		Added a ‘No department’ filter to the form that will give you all invoices except the department entered.
3/21/01		Job Manager		Added a department filter to the form.
3/20/01		Visits Due by Month report		Added visit value, collect amount, and credit amount to subtotals and totals. Added a selection for uninvoiced visits only.
	RELEASE 1.2.1.31 – 3/19/01
3/17/01		A/R Transactions report		Added selection criteria for billing account number.
3/17/01		User Groups (abilities)		Due to a change in user abilities, users must be reconfigured for the 'Maintenance tasks' ability.
3/17/01		Call Taking		Added Department field to service page.
3/17/01		Alpha Paging		Changed Call Priority to PriorityCall, Added PriorityCust (from location) and added Call Status and Job Status.
3/16/01		Grid report		When using the print (report) option from a grid, you now have the option to select the fields to include in the report.
3/16/01		Agreement Manager, Invoice Manager, Receivables Manager, Job Manager		Add the ability to create a marketing list from information in the grid.
3/16/01		Account Register Transaction Review, Account Register Reconciliation, PO Manager, Payables Manager, Pricebook, Inventory Manager, G/L Transaction Review, Customer History, Agreement Manager, Invoice Manager, Receivables Manager, Job Manager		Add the ability to print a report from information in the grid.
3/15/01		Pricebook		Since version 1.2.1.14, columns could not be moved or resized in the items grid.
3/14/01		Timezone		Timezones were not available within the timezone configuration in Company Setup on the ASP. This is working now.
3/13/01		Sales Invoice Items report		Report was not including all pay bases recorded on invoice line items (it was only showing pay base from the first line item from invoice).
3/12/01		Company Setup		Made 'Preprinted forms?' options invisible - they do not do anything.
	RELEASE 1.2.1.30 – 3/12/01
	3/10/01		G/L Setup		Will only force report recompilation after Modify Period End Date is popped up when a date is selected that is different than the period's current end date.
	3/10/01		Agreement		Allow maintenance deposit amount to be deferred for periodic billed agreements.
	RELEASE 1.2.1.29 – 3/9/01
	3/9/01		IC Transaction Report		Added JobNo filter and sort/group
	3/8/01		ICJobTagManager		IC Transactions were posting with the current date. You can not specify the transaction date (defaults to InvoiceDate)
	3/6/01		Pricebook Reports		Price Book Job Breakdown report would not run unless the user was activated as PSI. Modified this to allow all users to run the report.
	3/6/01		Agreement Manager		It was possible to post a periodic billing invoice twice - if the invoice was opened and posted, it would still be available for posting from the agreement manager until the view was refreshed. Now if you attempt to post again from the agreement manager, it is stopped and the message 'Invoice is already posted' is displayed.
	3/5/01		Service Location Report		When sorted by company name/customer name, the ordering was not correct.
	RELEASE 1.2.1.28 – 3/5/01
	3/5/01		Utilities		Added a utility that updates location tax codes based on tax codes assigned to zip codes in the zip code reference book.
	3/2/01		Company Setup		When editing company setup, changing 'post sales tax to liability' and/or 'TimeZone' wasn't saving changes.
	2/28/01		Call Progress		Posting call progress when opened from timecard was not possible. It resulted in a "Cannot obtain lock: JobID". This has been corrected.
	2/28/01		Utilities		Since version 1.2.1.27, the Compact Databases option was not working from the utilities menu.
	2/27/01		Agreement		Make Renewal was not copying the visit memos from the old agreement. The memos could not be re-entered on the renewal, either.
	2/27/01		Inventory Adjustments		When doing physical count adjustment, there is a new feature to zero out all counts for the adjustment. This is useful if you just want to start over with zero quantities on hand.
	2/27/01		Receipt / Vendor Invoice		When editing and saving line items, the invoice would refocus the first item. Now it stays focused on the line item you edit/save.
	2/27/01		Part Detail		You can now change the serialized status of items. You can now change counted and valued status of items as long as the quantity on hand is zero.
	2/26/01		Purchase Orders		When a PO was entered for other than main warehouse, a receipt created from the PO would receive to the main warehouse even though the PO and line items were setup for another warehouse.
	2/26/01		G/L Setup		When setting a default account to an account that already has a balance, you get a message that you won't be able to change it once you accept the change. Allow changing to a different default account when the account balance is zero.
	2/26/01		Agreement		Disable the Adjust Reserve action after the agreement is terminated. When charging service to an agreement and overcharging the reserve balance, the excess warranty charges G/l account was being used instead of the excess agreement charges account.
	2/26/01		Agreement Additional Info		Reorganized the service billing / reserve section of the form.
	2/26/01		A/R Invoice		If the 'As Task' option was used in the item search form when entering a task line item, you might get the messsage 'Some cost detail could not be imported', then 'Invalid item or item has invalid expense type' when mapping in detail from the task.
	2/24/01		Security		User ability "Create Job" is used to access Call Taking. User ability "Dispatch" is used to access Paging (Comm Center). User ability "Management Reports" is used for access to Snap Shot. User was able to run some reports even if they did not have the appropriate user ability.
	2/24/01		Location		Changed "copy account" caption to "new carbon copy account".
	2/24/01		Visit Type reference book		Column headings were incorrect.
	2/24/01		Timecard Status reference book		Removed IsJobRelated column. Only Dispatched and On Site statuses can be job related.
	2/24/01		Call Assignment		Now reports conflict if employee being assigned is not the preferred employee for the job (location).
	2/24/01		A/R Invoice		Now imports cost detail when invoicing agreement visits with tasks attached.
	2/24/01		Company Setup		Added a time zone setting that can be used by ASP users so that the correct current time is entered when dispatching and when using ‘/’ in a time field.
	RELEASE 1.2.1.27 – 2/23/01
	2/22/01		Main Menu		Fixed possible Access Violation error that occurred when closing certain forms that were accessed via the SuccessWare21 Main Menu.
	2/22/01		Vendor Detail		Removed an unused menu option 'Copy address to remit to address'.
	2/22/01		Trial Balance report		Enabled the export to text file option when printing.
	2/22/01		Call Taking		The popup menu for selecting a billing account was sometimes stringing together multiple accounts names into the same menu option.
	2/22/01		Parts List report		Beginning of the item number column was cut off on some printers.
	2/22/01		Utilities		Created a standalone database compact utility, SWCompact.exe, that can be run without logging into SuccessWare. This is useful if the database is corrupt to the point where a database connection can not be made, but the database is still repairable by compacting.
	2/22/01		Open Receivables report		Added billing account notes.
	RELEASE 1.2.1.26 – 2/19/01
	2/19/01		Comm Center		The program now creates an Event Log entry when an e-mail connection or send error occurs in order to help diagnose e-mail paging problems.
	2/17/01		General		Added a warning at startup if the client installation components are not current.
	2/17/01		Open Payables and Open Receivables reports		Show zero Days Overdue for items with a zero balance (when zero balance items are included in the report).
	2/17/01		Accounts Payable		Prevent reversing a payment that had been included as an item in another payment. This maintains the integrity of the other payment and its check stub. In addition, the reversal would cause the other payment to end up with a positive balance, which the system would not allow to be allocated to other credits.
	2/16/01		Pricebook reports		Some of the pricebook reports were cutting of information at the bottom of the page on some printers (ink jet printers).
	RELEASE 1.2.1.25 – 2/16/01
	2/16/01		Timecard Entry		When you first open Modify Timecard, the data entry fields at the top of the screen were blank, instead of being pre-filled with information from the first entry for the day. If you did not press INSERT before making a new entry, when you tried to save your entry, you would get 'Error: could not update assignment', then 'Error updating links'. The data entry fields are now pre-filled, and it is apparent that INSERT must be used for a new entry.
	2/16/01		A/R Adjustment		Modified the caption for 'Refund' to read 'Credit for refund' to better indicate its function.
	2/16/01		Printed Purchase Order		Long item numbers would overlap the item description.
	2/16/01		Printed Work Order		Since version 1.2.1.23, the service history section of the work order was no longer in reverse date order. This is corrected.
	RELEASE 1.2.1.24 – 2/15/01
	2/15/01		Utilities		Would get an access violation when closing the Utilities menu, after using either the Event Log or Free Scripts editor.
	2/15/01		Job Summary Analysis report		When using the recently added group by fields added in version 1.2.1.22, the expanded detail option would show all jobs within each group, instead of just the jobs for that group.
	2/15/01		General Ledger		Added a report database integrity checker that makes sure the report database is in balance, and that balances have been carried forward to the next period properly. This utility runs each time a financial report or the G/L inquiry form is opened. Added a message dialog that informs the user if a report compilation should fail (ends up out of balance, etc.).
	2/14/01		Agreement Deferral Analysis and Reserve Analysis reports		Added Summary option, which shows group and report totals only and suppresses the detail.
	2/12/01		Marketing List Export		Marketing lists are now exported to the root data folder above the SuccessWare Data folder.
	RELEASE 1.2.1.23 – 2/12/01
	2/10/01		Warehouse Stock List report		Added an option to print labels for warehouse stock items.
	2/10/01		Assignments report		Added scheduled time to the available sort by and group by fields.
	2/10/01		Printed Work Order		Added visit notes. Added grouping by job number to the service history part of the printed work order - eliminates duplication of work suggested and work done comments. Added an option for notes in the summary report.
	2/10/01		Pricebook: Product Calculator		Added sort by options for printing the parts index.
	2/10/01		Printed Invoice		Added customer PO#.
	2/10/01		Billing Customer List report		Added rating to the fields available for filtering.
	2/9/01		Pricebook		The task form now automatically calculates the initial price when new item is first created. The group property form, 'new group' button was not always working properly.
	RELEASE 1.2.1.22 – 2/9/01
	2/8/01		Printed Check		If the 2nd stub was not being used and the stub was aligned in the center portion of the paper and was placed too low on the page (3.8 inches from the top or greater), it would instead print at the top of the page on top of the check.
	2/8/01		G/L Financial Reports		When using the Must Print option on G/L accounts, the reports would include amounts for the Must Print accounts that were outside of the selected range of periods. This affected any line on the Trial Balance and Income Statement reports and the Current Year Earnings line on the Balance Sheet. The Trial Balance and Balance Sheet would be out of balance.
	2/7/01		A/R Invoice		Added a popup (CTRL+S) that allows the task standard hours to be revised for a line item. The 'revised' standard hours is compared against the employee’s actual time in the sales invoice items report.
	2/7/01		Sales Invoice Items report		Added 'revised' standard hours column. Added call taker to group by / sort by lists.
	2/7/01		Sales Invoice report		Added call taker to group by / sort by lists.
	2/7/01		Job Summary Analysis report		Added several location fields and lead source to group by / sort by lists.
	2/6/01		Pricebook		Accessing the pricebook from the main menu would occasionally result in an "Access Violation" or an "Abstract Error". This has been corrected.
	2/6/01		Warehouse Stock List report		The report was not reflecting quantities currently on order.
	RELEASE 1.2.1.21 – 2/5/01
	2/3/01		Marketing		The city, state, and zip fields on mailing labels were spread out across the label, and on some printers the third column would have the zip code truncated.
	2/2/01		Inventory		The system was allowing you to post canceled requisitions, returns, transfers and adjustments.
	2/2/01		Call Taking		When using Ctrl+S to schedule, when using mouse, the scheduled time selected, was not always correct. This has been corrected.
	2/2/01		A/R Invoice		When entering a line item on the invoice, if the item search was used, and searched by any column other than Item Number, a message box would display and the parts/labor/misc items would not transfer into the detail.
	2/2/01		Timecard Entry Status reference book		The IsNote field in the Timecard Entry Status code reference book is no longer available. Setting the to 'True' was causing entries in the timecard to disappear, but these entries would still appear in the timecard report.
	1/30/01		Paging		If Visit Type/Price info was included in the pager message, all visits were listed instead of just the visits assigned to the call being paged.
	1/30/01		Item Detail (Parts)		Saving changes when editing a part item would lock up if the ‘Agreement Visit’ task item group was deleted by the user.
	RELEASE 1.2.1.20 – 1/30/01
	1/30/01		A/R Invoice		Terminated agreements were showing up in the popup menu for selecting inactive agreements to add to the invoice.
	1/29/01		Timecard		If timecard entries became disconnected from assignments/assignments deleted, the timecard entry could not be deleted. Now the timecard will allow deletion of disconnected timecard entries.
	1/29/01		Call Center – vertical view		The vertical view was allowing moving of assignment that were dispatched.
	1/29/01		A/R Invoice		When entering (or deleting) an agreement line item, the agreement form was not being notified of changes to the agreement table. You would then be able to modify the agreement independently of the invoice line item, causing changes to the agreement to not be reflected on the line item. The list of available unactivated 'New' agreements was not always refreshed after creating or deleting a new agreement line item on the invoice.
	RELEASE 1.2.1.19 – 1/26/01
	1/26/01		Account Register		You must now clear and reconcile all transactions in an account register before you can deactivate it.
	1/25/01		Inventory		Added the ability to cancel and un-cancel transfers, adjustments, requisitions, and returns. The "posted" column in the inventory manager now displays "P" for posted, "A" for adjusting, "C" for canceled. When deleting/canceling/un-canceling transfers, adjustments, requisitions, and returns, the Inventory Manager was not refreshing properly. Now it does.
	1/24/01		Job Tag Manager		When posting inventory requisitions/returns, one item number from the tag list would sometimes be used for all items on the requisition/returns created. This only occurred if posting directly after adding detail to the cost.
	1/23/01		Bank Deposit report		First page would show Page 1 of 1 regardless of how many pages there were. Items groups (Checks, Other) are no longer forced to start on a new page.
	1/22/01		Account Register		Transfers to or from a cash box account are automatically assigned the payment type 'Cash'. Previously they had no payment type and would cause problems with reconciliation and the bank deposit.
	1/22/01		Cash Receipts		If a payment method is not defined properly and does not have a payment type assigned, do not allow the cash receipt to post. Invalid payment types in the account register would cause problems with reconciliation and the bank deposit.
	1/18/01		A/R Adjust Codes reference book		If you set up a sub-account for the default finance charge account or default returns and allowances account, opening this reference book would fail with 'Field not found' error.
	RELEASE 1.2.1.18 – 1/18/01
	1/17/01		Pricebook		If the same group code was entered for different categories, the group code would only show up under one of the categories. Now it will show up under all the categories for which the group code is entered.
	1/17/01		Call Center – horizontal view		1. Added a mouse over hint containing the employee's name on the panel containing the employee code. 2. Added a popup menu that allows opening the timecard when no call is selected.
	1/16/01		Call Center		In version 1.2.1.14, a change was made to be sure the call center opens on the call scheduled date when going to the call center from the job form. The fix, however, caused the call to go into the browse window even if it already had both a date and time assigned.
	1/15/01		Warehouse Stock List report		If the stock item minimum quantity was set equal to the maximum quantity, the item would show on the report with a zero quantity to order when the on hand quantity was equal to the minimum.
	RELEASE 1.2.1.17 – 1/15/01
	1/13/01		Inventory		If an item is changed to Valued=True after the item had been entered on a transaction (e.g. inventory adjustment), you would get 'debits do not equal credits' when you attempted to post the transaction. The program now checks for discrepancies before posting and corrects them.
	1/13/01		Timecard report		When the report was grouped by dept, and the first timecard entry in a group was a non-job entry, then the dept was blank in the group header.
	1/12/01		Reference Books		It was possible to get invalid values entered for lookup fields (e.g. Zone column in Zip Codes) by typing in a value and pressing enter to save the entry before tabbing out of the column.
	1/11/01		Help		Added help for: Call Taking, Free Scripts, Marketing List Detail, Marketing List Export, Activation, Reset G/L Utility, Pricebook Init Utility
	1/11/01		Receivables Manager		When fixing an OOB receivable, it is not necessary to re-query, because the filter is reapplied anyway.
	RELEASE 1.2.1.16 – 1/10/01
	1/10/01		Job		Don't allow call duration to be greater than 24 hours.
	1/10/01		A/R Invoice		Using an item with sale type 'DISC' caused entry of the line item to act strange. Changed sale type 'DISC' to 'DISC1' - 'DISC' is now reserved for system use via the Set Discount option.
	1/9/01		Reference Books		Make sure required lookup edit fields (JobClass field in Job Types) have been entered when attempting to post an entry.
	1/9/01		A/R Invoice		Added an option for printing a totals only invoice with added tax not itemized.
	RELEASE 1.2.1.15 – 1/8/01
	1/8/01		Sales Tax report		When using the "By SubCode" option, the report would generate the error "field AppliedAmount not found".
	1/6/01		Pricebook		Control click would not allow multiple item drag/drop to new group Only show message "sale/expense type not set up" if not set up for active items (ignore inactive items). Price levels where not clearing when turned off in price formulas.
	1/6/01		Job, Call Taking, Vendor Invoice		Fixed possible "Cannot focus disabled or invisible window" errors.
	1/5/01		A/R Invoice		The pay base on A/R invoice line items can be edited from the item grid by selecting the menu option (or ctrl+b). Editing is not allowed once the job has been finalized.
	RELEASE 1.2.1.14 – 1/5/01
	1/4/01		A/R Invoice		Since 1.2.1.0, you could not import timecard labor onto an agreement visit line item. Added action to update the invoice's payment method and billing account from the job, and vice versa.
	1/4/01		Management Comparison report		Modified to include non-job invoices (agreement billings) in the Sales Section - Billed amount.
	1/4/01		Timecard report		City and state were not printing on the timecard report.
	1/4/01		A/R Invoice reports – Sales Invoices and Sales Invoice Items		Bottom margin was not big enough - lines at the bottom of the page were cut off on ink jet printers.
	1/4/01		Job		Added update of primary tech on existing jobs - some old jobs have an empty primary tech.
	1/3/01		Sales Invoice Items Report		Added a tiered base pay option to invoice item report. This report can be used to sum base wages when paying employees based upon tiered pay base setup in the pricebook. Added invoice department to sort by and group by fields.
	1/3/01		Inventory		When deleting a requisition, return, transfer, or adjustment, a bogus 'From warehouse is required' message would display prior to the form closing.
	1/3/01		Open Payables report		Added discount date and discount available amount to report.
	1/3/01		Job		When scheduled with a date only (no time), navigating to the call center will now properly take you to the date on job.
	12/29/00		Invoice Manager		Was not always showing the job number.
	12/29/00		A/R Invoice		Using F9 when on a non-job invoice would cause the job form to open in 'New' mode.
	12/29/00		Write Check (Payment)		The default check register is checked for locks before attempting to open it when the form first opens, preventing an unnecessary lock message. The fields on the form are now disabled until a valid account register is selected. Fix Access Violation error when no register account has been selected, and the popup for account selection is opened and closed without making a selection.
	12/29/00		Vendor detail / Billing Account detail		Fixed possible lock errors when selecting a locked account from the account search results.
	12/29/00		A/R Invoice		When importing timecard information onto the invoice, the total duration was constantly being mapped into the quantity/hours column. Now the "duration not invoiced" is the value mapped into quantity/hours. When importing timecard entries onto invoice detail, any non-timecard labor details are deleted. When detail for an item includes timecard related entries, no manual entries can be added (only timecard import).
	12/28/00		Job / A/R Invoice		Added job department to the job form. The field has always been there and was set based on the job type, but could not be changed. Added department and salesPerson to the invoice form. Both fields default from the job. The department is modifiable, but the salesperson is not. If the sales person is not correct, it must be modified through the job form (or agreement for agreement billings that are not job related). When the department, salesperson, billing account, or payment information is changed on the job, any open invoices for the job are updated with the new information. If any of this information had been changed on an invoice, the user is prompted whether all invoices should be modified, or just invoices matching the job's original values.
	12/28/00		A/R Invoice		When importing task detail onto invoice, if a detail item is invalid or has invalid expense type, you will now be prompted with item numbers in error.
	12/28/00		Write checks		When using the 2nd check stub, if more than 11 items were being paid and the items were printing on the stub (not using remittance report option), the items were not printing properly after the first page.
	12/28/00		Timecard		The status field was occasionally disabled when it should have been enabled.
	12/27/00		Pricebook		Added the ability to reassign an item’s group using drag and drop.
	12/26/00		Pricebook		When turning off tiered pricing for category, all groups/task must be cleared of task assignments. When changing a category’s price setup from custom to default or to manual, tiers settings on groups/tasks are cleared.
	12/26/00		Call Center		Jobs assigned a job type with estimated days not assigned were not checking for matches on job class, job type or skill when assigning the job.
	12/26/00		G/L Journal Entries		When making journal entries, it was possible to enter an amount with more than 2 decimal places. It would redisplay with only 2 decimal places, but when you tried to post, you would get 'Debits do not equal credits', even though the amounts looked ok.
	12/23/00		Pricebook		When removing tier assignment from group, reset all tasks in the group not to be overridden. Deleting tiers is no longer allowed if groups or tasks are currently assigned to the tier. There is an option to automatically un-assign groups/task when deleting the tier.
	RELEASE 1.2.1.13 – 12/22/00
	12/22/00		Pricebook – Tasks		New pricing features: Price Override and Tiered Pricing.
	12/21/00		Payables reports		Added 1099 report.
	12/20/00		Job		Whenever there is only one assignment for a job, make that tech the primary tech. There were situations including reassigning of calls that were leaving the wrong tech as the primary tech.
	RELEASE 1.2.1.12 – 12/20/00
	12/20/00		Task Detail		When entering an invalid item number in the detail and pressing Enter (using the Tab key was OK), you would get "Illegal Operation". This has been corrected.
	12/20/00		E-mail paging		Enabled email character limit control in the Paging Config Form (ASP only).
	12/20/00		Sales Invoice Items report		Added standard flatrate hours, actual hours, and difference.
	12/20/00		QuickStart: A/P Opening Balances		Fixed possible 'Cannot focus a disabled or invisible window' errors.
	12/19/00		Pricebook		If expense types and sales types are not setup for all items, a message is displayed when the pricebook is opened. Categories will also have an indicator indicating that some or all items within the category do not have the expense types and/or sale types setup. Previously, after editing an item, column sorting would be reset. Now, after editing the sorting stays the same as before editing.
	RELEASE 1.2.1.11 – 12/19/00
	12/19/00		A/R Invoice		When an invoice is voided, the job's current invoice pointer is now updated to the last un-voided invoice, if any. This allows that invoice to be adjusted and modified, if necessary.
	12/18/00		Service Location report		Corrections and speed enhancement when using job reference.
	12/18/00		Reference Library		Removed 'Tasks' reference book from reference library and quick start (not used anymore).
	12/18/00		Pricebook		Added the popup item search to the Item No search field in the Pricebook.
	12/18/00		Calls reports		1. The report is now identical regardless of whether unscheduled, scheduled, or completed is selected. 2. Unscheduled, scheduled, and completed calls may now be included or excluded from the report in any combination. 3. Scheduled calls now shows all calls on the selected dates regardless of whether or not the call has a scheduled time. 4. Added Primary Tech to Sort By and Group By lists. 5. Added a Primary Tech indicator (*) to the list of Assigned employees.
	12/15/00		Stock Item Detail		Was allowing item types other than parts to be added to warehouse stock when item number was typed in directly instead of using the lookup.
	RELEASE 1.2.1.10 – 12/15/00
	12/15/00		Service Location report		Fixes to the job type / job date reference options.
	12/14/00		A/R Starting Balances		When entering A/R opening balances, the locations list box would only show one location regardless of the number of locations for the billing account. Therefore, opening balances could not be entered for the other locations.
	RELEASE 1.2.1.9 – 12/13/00
	12/12/00		Pricebook – Cost Adjustment		The Pricebook cost adjustment form was not adjusting any costs.
	12/12/00		Calls report: Completed		Generating a marketing list for the 'Calls report: Completed' would fail with 'Field: AR_BillingCustomerID not found' message.
	12/12/00		Purchase Order		Users who do not have create/modify authority could still modify existing PO’s and enter/edit PO line items.
	12/12/00		Income Statement		Since version 1.2.1.7, would get 'General SQL error' when trying to print an income statement when report grouping was being used.
	12/9/00		Service Location report		Added job type / job date reference options.
	12/6/00		Account Register Transfer		Would get an Access Violation when posting a transfer if the register account was typed in and a multiple match was found, the reference book popped up, and the register was then selected from the popup.
	12/5/00		Call Progress / Job		When accessing Call Progress from the Job Form, if a "Posting Canceled" error occurred, the Call Progress would close and the job would be left in edit mode. This may have been a cause of invalid timecard id's on assignments. Now the Call Progress stays open when an error occurs and the user must cancel the call progress, which will cancel any changes to the job/assignments.
	RELEASE 1.2.1.8 – 12/1/00
	12/1/00		A/R Invoice		When entering an invoice date and using a billing account with a terms code specifying a day of then month for the due date and the due date generated would be in the following year, it would not accept the invoice date with the message 'Integer overflow'.
	11/30/00		Call Taking		When attempting to abort a phone call, you would get 'Abort phone call failed' if there was enough customer information to create a prospect and you had not yet posted a phone call during the current call taking session.
	11/29/00		Timecard		When punching out an entry, it was always asking for the employee’s current status, regardless of the time of the entry being punched out. It now only does that if the punch out time is less than the current time.
	RELEASE 1.2.1.7 – 11/28/00
	11/24/00		Reference Books		Fixed possible cause of 'Mismatch in data packet' messages when editing reference book codes.
	11/22/00		Vendor Invoice		When entering an invoice date and using a vendor with a terms code specifying a day of then month for the due date and the due date generated would be in the following year, it would not accept the invoice date with the message 'Integer overflow'.
	11/22/00		G/L Setup		Added Must Print flag to GL Accounts. When this flag is set, the account will show on financial reports whether or not it has a balance.
	11/20/00		Sales Tax Report		Was always saying 'Nothing to report' when using 'Paid in Full' option. Added filtering to the query when 'Paid in Full' option is used to make the report run faster.
	11/17/00		Payment / Write Check		Added option for 2nd stub to the Print Alignment setup in the Write Check form.
	11/16/00		Timecard Entry		Require a department to be entered by the user. The department for timecard entries can be pre-filled by setting the default department for employees.
	11/15/00		Job Lookup		Customer name was not showing in the job lookup screen displayed when putting in a job number in the purchase order.
	RELEASE 1.2.1.6 – 11/14/00
	11/13/00		Job Tag Manager		With the most recent Microsoft MDAC drivers installed, a warehouse could not be entered, and therefore requisitions and returns could not be generated.
	11/13/00		Account Register Reconciliation		When reversing the last reconciliation for an account, if there was a subsequent open statement record, it would prompt the user 'Current open statement dated xx/xx/xx will be deleted. Continue?'. If the user answered No, the current statement would not be deleted, but the last statement would still be reversed, causing problems when attempting to re-reconcile the reversed statement.
	11/13/00		Write Checks, Pay Bills		A rounding problem with the discount amount would occasionally cause a message ‘Check amount has been adjusted’, and the posting would abort. Sometimes would get 'Cannot focus a disable or invisible window' when the system determined there was a problem with a check generated from Pay Bills.
	11/10/00		General		Added What's New button to the DB Update form, which displays and enables after a version update is installed.
	11/10/00		Printed Purchase Order		Added the 'Requested By' employee name to the purchase order.
	11/10/00		Snapshot		Cash balance was incorrect if the snapshot was viewed after new items were posted to an account register and the register had not been opened since. The snapshot now recalculates register account balances, if necessary.
	11/10/00		Account Register		Occasionally cash box reconciliation would fail with 'Posting canceled (2)' message.
	11/9/00		Comm Center		If the employee was assigned to a call but not scheduled yet (no scheduled time), pages for the call could not be sent to that employee.
	11/9/00		Payables Allocations		Discount Taken amount was not showing when a discount was taken on an adjustment.
	11/9/00		Payables		If a payment was dated prior to the invoice being paid, the payment was not showing up as an open credit balance prior to the invoice date, causing an out of balance situation between the A/P Aging report and general ledger. Reversing a payment that was applied to a credit item was causing the allocated amount to be calculated incorrectly for the negated payment. Reversing a payment that was applied to an adjustment and a discount was taken, was leaving the reopened adjustment showing the discount taken.
	11/9/00		Write Check		Since version 1.2.1.5, a check could not posted if credits were selected to apply to check. The 'Check amount must match total of items would display. No longer allows a discount to be taken on credit adjustment. It was causing problems with the check amount and the balance on the credit after posting the payment.
	11/7/00		Utilities – Compact Databases		Compact databases in the Utilities screen, if necessary, will convert the database to Access version 4.x, which runs faster than 3.x.
	11/7/00		Marketing List reports		The Billing Account Labels and List were not using the sort fields selected. Would fail with 'Update failed' message when attempting to delete from a billing account only list.
	11/6/00		Job Summary Analysis report		Added invoice number and a calculated field for Average $ Amount per Hour On Job.
	11/6/00		Calls report – Completed Calls		Added invoice number.
	11/6/00		Service Location list report		Added report selection filters for zone and lead source.
	11/6/00		Work Order report interface		Added on option to select the number of pages to print per workorder, in case there is a location with a lot of equipment and/or history and more than two pages is required.
	RELEASE 1.2.1.5 – 11/3/00
	11/3/00		A/R Invoice		Sales tax was not recalculating if the tax code was changed by typing in the code rather than selecting it from the lookup.
	11/2/00		Purchase Order		Creating a new receipt or vendor invoice from the PO was failing without any message if an item on the PO had been deactivated or deleted, or if the item number had been changed. Now you get a message identifying which item is in error.
	11/1/00		Utilities		Separated admin tools requiring the administrator ability from basic utilities.
	11/1/00		Purchase Order		Carry 4 decimal places on the unit cost (same as the Vendor Invoice).
	11/1/00		Notes		The captions on the Notes form pages weren't being set properly when the notes were opened using the popup menu from the notes indicator on the Customer form or the Call Center. It was OK when using the F11 function key.
	10/31/00		General		Some forms, including the logon form, were split in half on Multi-monitor systems.
	10/30/00		Open Jobs popup search		The Open Jobs popup search was including canceled jobs.
	10/30/00		Job / A/R Invoice		Opening and closing many jobs and/or invoices for the same customer before closing the customer would cause Windows resources to be exhausted resulting in a 'Parameter is incorrect' error, then repeating Access Violation errors.
	10/30/00		Margin Matrix		Added a display only column to the grid for Markup, which is calculated from the margin entered.
	10/26/00		Utilities		Added the ability to compact company databases. The Control Panel no longer has to be used to compact. Modified zone color utility to prompt for confirmation before running, and to only update zip codes where a zone has been entered.
	10/26/00		Pricebook reports		Expanded item code fields to handle up to 12 characters. Added a code to the standard format report indicating the time required for the task in minutes and the part portion of the sale price.
	10/25/00		Call Center		The call center will now remember your filter settings separately by company.
	RELEASE 1.2.1.4 – 10/25/00
	10/25/00		PO/Vendor Invoice		When creating a receipt/vendor invoice from a PO, copy the vendor invoice number, and copy the PO's item description rather than replacing the description with the item number's default description.
	10/24/00		Call Center		A bug in the Call Center since version 1.2.1.0 was causing it to run slow.
	RELEASE 1.2.1.3 – 10/21/00
	10/21/00		Main Toolbar		Added (F1=Help) reminder message.
	10/21/00		G/L Starting Balances		The G/L Starting Balances page is no longer removed from Quick Start after finalizing. There is a warning if you attempt to open it again after finalizing, but you may "unfinalize" and make adjustments. You can modify the post date for G/L Starting Balance entries as long as the date is prior to the G/L Activation Date. You are also allowed to post separate sets of opening balance entries on varying dates before finalizing. This allows entering balances for each month of the current year.
	10/20/00		General		Correct possible 'Cannot focus a disabled or invisible window' messages when entering G/L Acct, Subaccount, and Department in various forms.
	10/20/00		Quick Start		If forcing quick start during initial setup, a system lock is set. If this lock cannot be obtained, the user is given an opportunity to reset the locks. Previously it would just drop you into the application without running quick start, which isn't allowed.
	10/20/00		Call Center		The timed refresh in the Call Center was not always working. Timers in other forms were interfering.
	RELEASE 1.2.1.2 – 10/18/00
	10/18/00		Task Detail		Could not enter task detail - would get 'Reference book "Sale items" not found'.
	10/18/00		Call Progress		Fix possible Access Violation error.
	10/18/00		A/R Invoice Item Detail		Added messaging when importing parts onto invoice item detail with mismatching departments.
	10/18/00		Agreement		Make sure calculation of currency fields are rounded to 2 decimal places.
	10/17/00		Sales Invoices report		Added sort by and group by Tax Code.
	10/17/00		A/R Invoice Item Detail		When importing part tags onto invoice use the tag’s average value for the unit cost.
	10/17/00		Item Group		Allow editing of groups with "blank" codes. This will allow them to be deleted, if necessary. Blank codes cannot be deleted.
	10/16/00		Work Order Summary report		Was not filtering out canceled calls when scheduled or unscheduled was selected. Indicate canceled calls in the summary report.
	10/14/00		Reference Library		Some processes would leave code validation disabled causing problems with data entry, such as 'sale type not set up for item', and others.
	10/14/00		Completed Calls report		Would get 'field Zone not found' when grouping by zone.
	10/14/00		Agreement Manager		Allow Cancel button on Progress Bar form to function when processing periodic billings or building renewals.
	10/13/00		Invoice List report		Allow choice of voided, non-voided, or all invoices.
	RELEASE 1.2.1.1 – 10/13/00
	10/13/00		Customer Search		Focus the Called In By field when switching to "call on line" mode.
	10/13/00		Pricebook		If a task category code was changed, the tasks in the category were being updated with the new category code, but the associated task detail and price levels were not. This caused some problems later on when updating prices for a task category. Deleting a task item was not deleting the task detail or price levels.
	10/11/00		Notes		The notes form was opening from the Call Center for miscellaneous timecard entries even though you can’t enter any notes for these entries.
	10/11/00		Call Center		Improved Call Center speed by reducing the number of queries necessary to refresh the notes indicator in the call information panel. Cleaned up display of information in the call information panel for miscellaneous assignments.
	10/9/00		PO Manager		Changed 'New receipt' menu item caption to read 'New receipt for selected PO' to avoid any confusion about what it does.
	10/9/00		Purchase Order / Vendor Invoice		When creating a receipt/vendor invoice from a PO, if something caused the process to fail, such as not having a vendor assigned, the reference books would stop validating item codes properly, resulting in 'item number not found' or 'G/L not set up for item' messages when entering item codes in PO's or invoices.
	RELEASE 1.2.1.0 – 10/5/00

What’s New 1.2.1

Fixes 1.2.1

Fixes 1.2.0