SuccessWare 21^® Version 1.3.3.x		Concept Guides and Additional Documentation
What’s New 1.3.3	Fixes 1.3.3		What’s New / Fixes 1.3.2

What’s New in version 1.3.3.5

· Modified Pricebook task price calculations:

- When calculating task prices and using the Margin Matrix, the matrix is now applied to each detail item on the task, then totaled, rather than applying the matrix to the total item cost. Use of the Margin Matrix is configured on the ‘3 Parts’ and/or the ‘4 Miscellaneous’ pages of Pricing Setup – either in default pricing setup, or the task category’s custom pricing setup.

- Added an option to task pricing that allows prices to be rounded up to the next even dollar amount. This will apply to the discount price, retail price, and all price levels. The option is configured on the ‘2 Tasks’ page of Pricing Setup – either in default pricing setup, or the task category’s custom pricing setup.

· Payroll overtime calculations:

- Premium rates were previously always calculated based on the employee's regular rate which was an average over the period for all RegOT wage entries. With this update, payroll can now be configured to calculate premium rates (including OT) based on the employee’s standard pay rate from employee setup. The regular rate will, however, still be used whenever the standard pay rate is less than the calculated regular rate. The user will be warned of such cases when preparing and posting periods.

- To change the configuration for premium calculations, select the appropriate option on the ‘4 NTC’s and Premiums’ page of Payroll Setup.

What’s New in version 1.3.3.2

· Assisted Local Payroll Tax Withholding: SuccessWare21® can now help you to manage payroll tax withholding for multiple local tax authorities. This feature will be useful for companies in the State of Ohio where multiple local taxes are imposed. For detailed instructions on using this new feature, click here.

What’s New in version 1.3.3.1

· Enhanced utilities for finding and merging possible duplicate locations and billing accounts

- Added ‘Find and Merge Locations’ and ‘Find and Merge Billing Accounts’ to the Utilities menu. These utilities display possible duplicate locations and billing accounts for inspection and possible merge. Duplicate accounts may have been created in the past because of user failure to locate an existing customer account during call taking or customer search. There was also a data conversion problem that made it likely duplicate customers were being created during the call taking process and a bug in the merge process that sometimes left multiple carbon copies for the same location or billing account. For detailed instructions on using the utility, click here.

Fixes made in 1.3.3.x

DATE		MODULE / FORM	DESCRIPTION
RELEASE 1.3.3.14– 08/23/02
8/22/2002	Payroll Manager			Changed confusing labels on period total fields: changed Earnings to Reconciled Earnings, and Expected Earnings to Total Earnings, in order to better reflect their meaning.
8/22/2002	Payroll Period Summary report			Changed confusing labels on report total fields: changed TotalEarnings to ReconciledEarnings, and ExpectedEarnings to TotalEarnings, in order to better reflect their meaning.
8/20/2002	Journal Entry			Added a display of the period status when making journal entries.
8/19/2002	Call Center - horizontal view			Unassigned calls for the day were not showing when the call center was first opened. They would show up after the first refresh, or after changing days.
8/19/2002	Printed Work Order			The task detail in the 'Visit(s) to be performed' section was printing on top of the visit notes, when there was more than one line of notes. The task detail in the 'Visit(s) to be performed' section was not printing the correct item number.
8/19/2002	Pay Bills			When posting vendor checks, if a vendor was locked, the program would generate other errors such as 'Field AP_VendorID not found' and 'qryPay: dataset not in edit or insert mode'. Now the program recovers more gracefully, stays in the print queue with the un-posted check displayed, so that the user can investigate and correct the record lock situation, and return to the check queue and repost the check.
8/16/2002	Open Payables report			Added group and final totals for Discount Available.
RELEASE 1.3.3.13– 08/16/02
8/14/2002	Agreement Renewal Notices			The notices were printing the old agreement type rather than the new agreement type for the renewal.
8/14/2002	Account Register Account Setup			The label on the check box for 'Default Receipts Account' or 'Default Checking Account' was not changing to reflect the correct meaning of the field when the account was changed between Account Type: Bank and Cash Box.
RELEASE 1.3.3.12– 08/13/02
8/13/2002	Account Register			Occasionally a deposit would get recorded for the wrong amount (typically for $0.00), and would have to be voided and re-deposited. This was occurring when double clicking to select the cash box reconciliation to deposit, instead of single clicking.
8/12/2002	A/R Invoice			When importing requisitioned items to the A/R Invoice, if the part cost grid was not selected, the program would insert the items into the labor cost page as labor cost. The tags would still be left, however, to import properly into the part cost page, and the incorrect labor entries could still be manually deleted.
8/12/2002	Vendor Invoice			When attempting to post a vendor invoice and there was a lock preventing the posting, the program would then generate an access violation error. The access violation error will no longer occur.
RELEASE 1.3.3.11– 08/12/02
8/12/2002	User Groups, A/R Invoice			Added user abilities for entering cost on invoices. There are separate abilities for entering parts cost, labor cost, and miscellaneous cost. These can be used, for example, to allow one user to enter the invoice sale and verify parts, but not be able to enter labor cost and see technician's pay rates.
8/9/2002	Job form			Fixed the cause of an occasional 'qryCall: dataset not in edit or insert mode' error when adding or editing a job.
8/8/2002	Customer History form			When a job was selected, the information panel in the center of the screen showed a Progress field. This is the call progress, not the job progress, and is now labeled Call Progress.
8/8/2002	Balance Sheet report			When automatically expanding subaccount detail, non-subaccounted accounts the Assets side of the report were showing an additional line with the account amount which should not have been there.
8/8/2002	Account Register - Opening balance mode			When the amount on an opening balance item was edited, the running account balance was not being recalculated. An opening balance check could not be edited. It would always report 'Duplicate check number' unless the check number was changed to a different number. Corrected the spelling of 'opening' in the pop up menus.
8/7/2002	Notes form (F11)			Made Lead Notes the default page when the Notes form opens for a sales job, since Lead Notes are the primary notes that should be entered for sales jobs.
RELEASE 1.3.3.10– 08/07/02
8/7/2002	Sales Invoices report			The speed of this report has been significantly improved.
8/6/2002	Account Register / Reconciliation Summary report			Expanded the Reconciliation Summary report to include the statement beginning balance, statement ending balance, outstanding item balance, and final ending balance. It also prints the outstanding item detail as of the statement date grouped by item type (adjustment, deposit, and withdrawal).
8/5/2002	A/R Invoice Cost			For labor detail, you can now enter total cost for a detail line and the hourly rate will automatically back calculate. This is especially useful when record cost for paybase pay. You can import timecard entries to get the correct hours, and then enter the 'PayBase' (this is displayed in the middle right of the cost form when applicable) in the 'TotalCost' column and the hourly rate is automatically calculated.
RELEASE 1.3.3.09– 08/05/02
8/5/2002	Utilities			ClientRx will no longer throw errors when running prior to running SuccessWare for the first time. It will give a message informing the user that SW must be run first. The Workstation list was still being gathered from MS Access alias (SW_Utility) when IsSQL was selected.
8/3/2002	Job form			The lookup button for Prime Emp was not visible. Fixed it.
8/3/2002	General			Occasionally the error 'Unknown alias: SW21Data' would occur when logging into SuccessWare. When this happened the ODBC alias 'SW21_Access' would have to be manually added to the ODBC Administrator before running SuccessWare. This should no longer happen - SuccessWare will now correct the situation during the login process.
7/30/2002	Customer History			Modified to show lead notes when the selected job is a sales job.
7/30/2002	Employee Period Summary report			When running the report for a range of payroll periods (more than one period), the report would fail with a system error and shut down the program.
7/29/2002	Sales Invoices and Sales Invoice Items reports			Added two decimals of precision to the gross margin calculations. Made the invoice number and job number columns wider. They were truncating at 6 or 7 characters.
7/29/2002	Billing Customer List report			Added a filter to allow printing the report for a single salesperson.
RELEASE 1.3.3.08– 07/25/02
7/25/2002	Email Paging Configuration			Added Port Number to the configuration parameters for email paging. Some email servers operate on a non-standard TCP/IP port.
7/24/2002	Payables Manager			Corrected the reconciliation for pending payable to say 'Pending payables'. It was just saying 'Payables' which did not distinguish it from accounts payable reconciliation.
7/24/2002	Job form			When a job has a single call and the job department is changed the call department will now also be changed to match.
7/24/2002	Phone Call report			The report was only printing Last Name and Address1. Added Company Name, First Name, Address2, City, State, and Zip.
7/24/2002	Sales Invoice Items Pay Base report			Added final totals for Amount After Discount and Pay Base.
7/24/2002	Vendor Payment			Since version 1.3.2.33, when making a vendor payment and tabbing through the Vendor # or Pay To fields any changes made to Description for the current check would be wiped out by the default Check Memo for the vendor.
7/24/2002	Billing Account Search			Added first name column to help distinguish customers with the same last name.
7/24/2002	Customer Search			Phone number column was not wide enough to display the full phone number when area code was included with the number.
7/23/2002	Timecard report			It was not possible to include NTC (no time card entry) entries in the Timecard report. NTC is now automatically added to the list of selectable statuses to print.
7/22/2002	Work Order Summary report			Added address2, city, state, and zip code to the summary report.
7/22/2002	Inventory Transaction report			Added filtering, grouping, and sorting for adjust code, G/L account, and department.
RELEASE 1.3.3.07– 07/18/02
7/16/2002	Timecard Entry			Timecard entry through the timecard entry modify form would not allow entries for subcontractors. The message "Rate must be greater than zero" would always popup when attempting to save the entry.
7/16/2002	Pricebook			(SQL Server only) Since version 1.3.3.05, recalculating task prices would fail when the pricing setup for the category was set to use the margin matrix for parts or miscellaneous price markups.
RELEASE 1.3.3.06– 07/15/02
7/15/2002	A/R Invoice			Since version 1.3.2.20, it was possible to post a negative A/R invoice due to another change that allowed more flexibility in entering discounts on invoices. Although it is intended that we will one day be able to post negative invoices, the system (General Ledger, Accounts Receivable, etc.) has not been prepared for it, and posting of negative invoices does not work currently work correctly. The validation that the total invoice amount must be greater than zero has been put back into the program.
7/15/2002	Payroll Setup			(Multi-Company Only) When switching companies, payroll setup was not refreshing. (Multi-Company Only) Check, Additions, and Deduction filters were stored centrally and shared by each company. Now they are stored and controlled individually for each company.
7/15/2002	Employee Setup			Salary splits may have been allowing invalid entry for pay items if you enter the code and then pressed enter.
7/15/2002	Job/Invoice			Since version 1.3.3.05, invoice memos (work done and work suggested) were not saving.
7/15/2002	Accounts Receivable, Account Register			The Credit Card Number field has been increased from 20 to 22 characters to accommodate bank routing number and bank account number for bank drafts.
7/12/2002	Posting Checks			(MSSQL Only) When posting checks, it was possible for the system to freeze if credits were selected upon opening the check. A previous fix handled debits but not credits on a check.
7/12/2002	Invoice List report			Non-job related invoices (agreement periodic billings) were not showing on the report.
RELEASE 1.3.3.05– 07/10/02
7/9/2002	Reference Books			The popup menu for modify mode would sometimes say ‘Delete’ instead of ‘Activate/deactivate’.
7/9/2002	Timecard			When moving to previous or next date and the grid for the new date was empty, the first row of the grid was not refreshing properly.
7/9/2002	A/R Invoice, Agreement			There were problems when activating more than one agreement from the same invoice. Depending on the order in which the agreements were added to the invoice and edited, it was possible to end up with two line items on the invoice pointing to the same agreement, and the other agreement unreferenced by the invoice.
7/9/2002	Work Order Report			Added Task Detail for Agreement Visits (when the visit is linked to a task).
7/9/2002	Reports			Occasionally, certain reports could fail with 'Timeout expired' message.
7/9/02	A/R Invoice			Pay base can now be entered as necessary for any item type, not just tasks.
7/9/02	A/R Invoice			When entering detail items on a Cost Plus invoice, the standard price of the item is now used as a default. When a tax-included task is used on a cost plus invoice, the tax included amount is now recalculated based on the price of detail items added, modified, or deleted. When a task is used on a cost plus invoice, standard part, labor, and misc items are created when necessary for part, labor, and misc sale amounts based on the task price breakdown.
7/9/02	Pricebook			When calculating task prices and using the Margin Matrix, the matrix is now applied to each detail item on the task, then totaled, rather than applying the matrix to the total item cost. Added an option to task pricing that allows prices to be rounded up to the next even dollar amount. Added extra precision to the Margin column in the Margin Matrix, so that exact price calculations can be made based upon the desired Multiplier entered into the matrix.
7/9/02	Sales Invoices and Sales Invoices Items report			The option for Part/Labor/Misc breakdown now includes a breakdown of the sale amounts, as well as costs.
7/9/02	Payment Terms/Vendor Invoice			The configuration of payment terms for discount date calculation now has the same options as the due date. Discount date can now also be calculated based upon a certain day of the month, rather than just based upon number of days.
7/8/2002	Sales Call Sheet			Added Company Name to the heading.
7/8/2002	Printed Purchase Order			The bar code printed (when using ASD bar coding only) would overlap the printed purchase order number when the purchase order number was longer than 9 or 10 characters. Also the entire bar code was not printing for long PO numbers. It was truncated by the right hand margin.
7/8/2002	Account Register			Voiding a check range could incorrectly tell you a check was in use if the check number was in use in a different account.
7/8/2002	Employee Setup			The department was not being validated when it was keyed in without using the dropdown.
7/8/2002	Job, A/R Invoice			It was possible to stomp on information for a posted invoice, including the fact that it was posted, if one user edited Job Summary (e.g. happy checks) at the same time another user was posting the invoice. This will no longer occur.
7/6/2002	Customer Opportunities report			Added company name which will now print if it is not empty instead of first name and last name.
7/6/2002	Payroll			Premium rates are calculated when preparing the payroll period. These rates were previously always calculated based on the employee's regular rate which was an average over the period for all RegOT entries. With this update, payroll can now be configured to calculate premium rates (including OT) based on the employees standard pay rate from employee setup. The regular rate will, however, still be used if the standard pay rate is less than the calculated regular rate. The user will be warned of such cases when preparing and posting periods.
7/6/2002	Commissions Summary report			Grouping by employee was not working properly The comment column was much too narrow for the amount of information that could be entered.
RELEASE 1.3.3.04– 06/28/02
6/28/2002	Customer notes			Since version 1.3.3.03, Job Instructions entered for a new job in the Job Form while the new job was still in insert mode were not being saved. Notes entered after the job was saved, or if TAB was used in the Notes Form before closing the Notes Form, were OK
6/26/2002	Work Order report			Equipment info was duplicated when there was more than one warranty for a piece of equipment. Added a grouping and repositioned some fields.
RELEASE 1.3.3.03– 06/24/02
6/24/2002	Agreement List report			The report was only printing the customer's street address. Added City, State, and Zip.
6/21/2002	Customer Notes			There were a couple reports of customer related notes sometimes not saving when the notes form was closed. Modified the program to ensure that this will not happen.
6/21/02	What’s New / Concept Guides			In the Agreements concept guide, corrected the Service Charge to the Agreement section. The document indicated that no G/L entries are made for agreements that do not use service reserve. This was not correct, and has been fixed.
6/19/2002	Account Register Deposit Summary report			Modified the report to show the user entered comment for miscellaneous cash receipts.
6/18/2002	Pay Bills			(SQL Only) It was possible that posting checks from ‘pay bills’ would freeze up on some checks.
RELEASE 1.3.3.02– 06/16/02
6/17/2002	Payroll			New feature: Assisted Local Payroll Tax Withholding. Deferred Wages report would occasionally give an error. Hourly Miscellaneous Wages that were earned in a prior pay period, were not calculating premium rates when prepared.
6/14/2002	Payroll, Posting Periods			Status messages have been added/expanded to help explain different error conditions that can cause payroll period export failure. On rare occasions it was possible to get a failure message without any other information.
6/7/2002	Sales Analysis Report			Fixed the Taken By End date (wasn't working), and added a Customer Start Date range (Location.AddDate)
RELEASE 1.3.3.01– 06/07/02 - Initial release
6/7/2002	Posting Checks			(SQL Only) It was possible for the posting of vendor checks to hang up.
6/6/2002	Utilities			Added ‘Find and Merge Locations’ and ‘Find and Merge Billing Accounts’ to the Utilities menu. These utilities display possible duplicate locations and billing accounts for inspection and possible merge. Duplicate accounts may have been created because of user failure to locate an existing customer account during call taking or customer search. There was also a data conversion problem that made it likely duplicate customers were being created during the call taking process and a bug in the merge process that sometimes left multiple carbon copies for the same location or billing account. Added 'carbon copy' account information to the item detail boxes when inspecting and merging locations and billing accounts. Added information and warning dialogs regarding carbon copy information when merging locations and billing accounts. Fixed a bug in the location and billing account merge process that was creating multiple carbon copies for the same location or billing account.
6/6/2002	Call Center			-Added a secondary sort order to the Visit Manager grid that will assure that the visits remain in the same order after a Call Center refresh. -When a visit is dropped on the schedule on top of another call, a 'Location mismatch' message would be displayed and the operation aborted. Now if the location ID's do not match, the user is informed of this and asked whether a new call should be created. -The vertical view of the Call Center was not always refreshing after scheduling a visit from the Visit Manager grid.

What’s New 1.3.3

Fixes 1.3.3

What’s New / Fixes 1.3.2