Program Module(s) Affected

Chapter Links

Description of the Enhancement

MKMS STARK

Contact

New Contact Icons on the Subscribers Form (and the Prospects Form) now display the Contact dialog from while the User may Phone, Page, Text, and/or send an Email to that location.

Accounts Receivable

Documents

The Subscriber (Prospect, and Vendor) Form's Documents options have a revised where the Add Document dialog only allows for the specific identification of the File Location to be added or a URL and has discontinued the Embedding of the actual Documents within the SQL Database

Accounts Receivable

Create Receipt and Allocate

There is a new Receipt Icon on the Invoice Form

▪Click the Receipt Icon on the Invoice's Ribbon Menu to open the Create Receipt and Allocate dialog in which a payment from the Subscriber may easily be posted and allocated in one step by using this Create Receipt and Allocate Form

Accounts Receivable

Cash Receipts Report

A new Transaction Type option with three choices has been added to the Cash Receipts Report

i.All - Include all of the Receipts that match the User set Parameters (the default)  

ii.Auto Draft - Include all of the Receipts that match the User set Parameters and were posted using the Auto Draft process

iii.Daily -  Include all of the Receipts that match the User set Parameters and were posted using the Fully Automated Recurring Revenue Billing process

Accounts Receivable

Payment Method - Credit Card

The Enter/Edit Credit Card Form has been updated as follows:

▪Card Holder's Name MUST be what is embossed/printed on the Credit Card itself,

▪Only alphabetic characters are permitted (and so in many cases the existing entry will need to be modified)

▪Therefore, no numbers and/or punctuation marks are permitted (e.g., "2", "5", ",", ".", "-")

Accounts Receivable  

Payment Method - Bank Account

The Enter/Edit Bank Account Form has been updated as follows:

▪Account Holder's Name MUST be what is shown on the Bank Statement itself, but only alphabetic characters are permitted (and so in many cases the existing entry will need to be modified)

▪Therefore, no numbers and/or punctuation marks are permitted (e.g., "2", "5", ",", ".", "-")

Accounts Receivable

Pay Method List

There is a new Pay Method List (Report) that is a fully functional Data Grid which provides a list of the Payment Methods that have been entered for your Company's Subscribers.

▪This is a multi-purpose report which helps to identify anomalies in data entry, verify data entry, confirm what and from where Payment Methods were entered within a specific Date Range,

Accounts Receivable

States

There is a new States Maintenance Form which is installed pre-populated, but new records may be added.

▪It will be used in conjunction with the Credit Card Surcharge feature to identify those States and Territories which allow/forbid a Credit Card Surcharge

Accounts Receivable

Payment Methods Setup

▪When setting the Auto Draft field to Yes in the Receivables section of the Edit View of the Subscribers Form, the system now first confirms that there is at least one Payment Method defined as the default.

▪When setting the Auto Draft field to Yes in the Payment Method Form, the system also confirms that there is at least one Payment Method defined as the default

Accounts Receivable

Documents

The Subscriber (Prospect, and Vendor) Documents option has a revised Add Document dialog which allows for the specific identification of the File Type to be added

Accounts Receivable

Prospect Tracking

Proposal

A new Internal Notes   Press (F9) for timestamped entry field has been added to the Proposal Form.

▪This field is used (in addition to the original Comments field) to record "Internal" notes and/or comments, has a new Time Stamp  (F9) feature, and will not be printed on the actual Proposal.

▪Unlike the Comments field, it is not Rich Text Editor capable.

Service Tracking System

Technician Scheduling

Pending Work Orders

There are two new fields and a new Icon located below the Ribbon Menu at the top of the Pending Work Orders section of the Technician Scheduling Form:

▪Start Date - Used to enter the first Date Requested Date to identify the Date Range for the Work Orders that should be included in the Pending Work Orders Grid.

▪End Date - Used to enter the last Date Requested Date to identify the Date Range for the Work Orders that should be included in the Pending Work Orders Grid.

▪Retrieve WOs - Click this Icon to retrieve the appropriate Work Orders.

Service Tracking System

Work Order Ribbon Menu

WO Detail

WO Detail - The new WO Detail choice on the Print options selection on the Work Order Ribbon Menu opens the Work Order Detail dialog where a User may customize the results of this request

Service Tracking System

Service Options

Sale-Purchase Item

If a Sale-Purchase Item has been designated the Default Sales Code on the Service Options tab of the User Options Form, it can no longer be designated as Inactive.

Service Tracking System

Accounts Payable System

Inventory Tracking

Parts List

Work Order

There is a new Order Inventory dialog accessible from the Parts List tab of a Work Order Form

▪See the "Understanding the Order Inventory option on the Work Order's Parts tab" discussion in the Parts List tab chapter for more information

Accounts Payable System

Inventory Tracking/Job Costing

Service Tracking

Company Settings

Sales-Purchase Item

Purchase Order

Work Order

Inventory Tab

A.There is a new Restrict Vendor PO in the Company Settings Form- By default, this RestrictVendorPO option is set to False ("F") in the Company Settings Form and the previous "normal" behavior will be in effect

▪A Sales-Purchase Item (e.g., Purchase Category) may be associated with (e.g., belong to) a Sales-Purchase Item when any of these actions occur:

1)A Vendor is selected in the Sales-Purchase Item Form's Vendor field

a)When chosen for the Vendor field, it populates the internal APID field in the SaleItem table    

2)A Vendor is added to the Sales-Purchase Item Form's Vendor Item ID Grid

a)When inserted into the Vendor Item ID Grid, it also creates a record in table Vendor Codes.

B.If the RestrictVendorPO option is set to True ("T") the above actions are still in effect, plus:

1)When creating a Purchase Order for a Vendor, the User will only be able to pick from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor

2)From the Work Order Form, when creating a Purchase Order by Clicking the Order Icon,

Work Order Ribbon Menu

Order Icon

a)The User is required to select a Vendor, then

b)The Purchase Order Form will be limited to selecting Sales-Purchase Items that "belong" to that selected Vendor.

3)When the Order Inventory option is selected within the Part List tab on a Work Order Form, in the Order Inventory dialog, the User must Choose a Vendor and a Warehouse, after which the User will only be able to Order from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor

4)From the Item List sub-tab within the Inventory tab on the Job Costing Form, when the Order Inventory option is chosen an Order Inventory dialog is displayed in which the User must Choose a Vendor and a Warehouse, after which the User will only be able to Order from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor  

5)From Work Order Invoicing/Review - When viewing the Parts List tab of a specific Work Order Form, if the Order Inventory option is selected within the Part List tab on that Work Order, in the Order Inventory dialog, the User must Choose a Vendor and a Warehouse, after which the User will only be able to Order from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor

Accounts Payable System

Pay Bill By Bank

Pay a Bill directly via E-Pay from within the Bills Form itself by using the Pay Bill By Bank option on its Action Menu

Accounts Payable System

Vendor

Edit View of the Vendors Form

F2 Vendor Search

There is a new Nickname field in the Edit View of the Vendors Form where a brief "nickname" for each Vendor may be created.

This Nickname will be included in the F2 Vendor Search columns and on the main Vendor Form

Accounts Payable System

Purchase Orders

Creating a Purchase Order

Purchase Orders may now be created for delivery to:

i.Your Company Billing Address (the default Address entered in the Company Tab of the User Options Form)

ii.A predefined "Ship To" address (explained in the Edit View on the Vendor Form chapter)

iii.The address of an end-user ("Direct Sale" explained in the Creating a Purchase Order chapter)

▪All purchases will still be billed to your Company's Address.

Accounts Payable System

Documents

The (Subscriber Prospect, and) Vendor Documents option has a revised Add Document dialog which allows for the specific identification of the File Type to be added

Job Costing

Job Status

This new Job Status Form is used to define the Progress of Job Costing records (e.g., Status of the Job as it progresses from creation to completion)

▪The Job Status of a Job Costing entry is initially assigned when it is created, and then periodically updated as that Job progresses toward completion.

Job Costing

Item List sub-tab

Inventory tab

The revised Item List sub-tab on the Inventory Tab of the Job Costing Form provides many capabilities (e.g., maintain a parts list and print it as needed, Order news parts, reserve parts for this Job, identify the parts that were "used").

Job Costing

Job Tasks Report

There is a new Job Tasks Report dialog which now provides a list (in a Grid format) of Job Tasks which may be filtered based on the Job Task's (1) Scheduled Start Date, (2) Start Date, (3) Estimated Completion Date, or (4) Completed On Date; and the list may include All Job Tasks, only Completed Job Tasks, or only Not Completed Job Tasks; all of which may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Central Station Monitoring

Contact List Maintenance

The new Contact List Maintenance Form's tabs and sub-tabs provides an interface:

1.To design specific Contact Lists for specific Purposes, and

2.To design specific Contact Schedules for specific Days and Times, and Alarm Events, and

3.To assign a Contact Schedule to a designated Contact List or to an individual Contact (e.g., People To Call, Alternate call list, and/or Dealer call list member)

Use Call Lists - By default, the new UseCallLists option is set to False ("F") in the Company Settings Form and the previous "default" behavior is in effect

▪If the UseCallLists option is set to True ("T"), the Contact Call List functionality is enabled.

❖Also see People To Call - (Contacts) and Call Order below for related information

Central Station Monitoring

People To Call - (Contacts)

Call Order

The revised People To Call - (Contacts) tab still contains the names, telephone numbers, and other important information for the People To Call

▪Plus, it now includes a Call Order tab which now allows for the Re-Setting the Call Order of the existing People To Call: