❑Welcome to the Summary Page with the New Features in the MKMS Version 5.1.35.8190 Release to the 5.1.35.8194 Release.
•Several "bug fixes" have been completed during this series of updates.
•The major changes and enhancements are included in the Features List below.
❑Understanding the Features List:
•All of the Program Module(s) that are Affected are listed.
•The Chapter Links are provided for finding the instructions, illustrations, and details on the operation and usage of the new feature(s).
•A brief Description of the Enhancement is shown, sometimes with additional Chapter Links.
Program Module(s) Affected |
Chapter Links |
Description of the Enhancement |
MKMS STARK |
▪The new Pipeline Snapshot Widget lists information on up to 10 Proposals to Prospects and/orSubscribers - displayed as a Tabular List or Bar Chart, and based on the selected Configuration Options. ▪You may now insert a tab in front of any line of text (except a Bullet line) within the Rich Text Editor |
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The Attrition Report has been renamed to the RMR Differential (Attrition Reports) |
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Some Users had experienced a failure of the Favorites feature on the Subscribers and Prospects Forms. The cause of this issue has been identified and corrected. |
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The new Proposals (Grid) dialog is a fully functional data grid which lists all existing Proposals (for Subscribers and Prospects) within a User specified Date Range with those Dates based on a User Selected Type of Date (i.e., Creation or Expiration Date). ▪This List of Proposals can have a unique set of User designated data columns, be reformatted, re-sorted, and rearranged; ▪It may then be produced as a Report and/or Exported as a spreadsheet file containing those redesigned data grid contents.
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The new Pipeline Analysis Report dialog is a fully functioning data grid that lists Subscribers and/or Prospects who have a Lead Date and Status identified, and/or who have a Proposal enter which has not been converted. |
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▪Status - A new Status field has been added to the Lead Information section of the Edit View of the Subscribers Form (which, during a conversion of a Prospect to a Subscriber, will also be populated with any corresponding Status field in the Edit View of the Prospects Form). If empty, use the Drop-Down Selection List provided to select appropriate Status of this Subscriber (or any their pending Proposals). ▪This Status field is also used in the new Pipeline Analysis Report |
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All Work Orders are assigned a Service Type and each Service Type has a default Priority level defined. That default Service Type Priority level was not being honored when a Work Order was created for a Job Task, nor when a Proposal was converted to a Work Order. This issue has been fixed. |
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▪The Pending Work Orders list on the Technician Scheduling Form has a new Use Tool Tips? option which turns on/off the Work Order Detail pop-up. a)When a Check is in the Use Tool Tips? field, the Work Order Detail pop-up displays key information about the Work Order which is currently Selected in the Pending Work Orders Listing. b)When that pop-up feature is not wanted, removing the Check from the Use Tool Tips? option disables this feature. ▪The Filters option on the Pending Work Orders listing within the Technician Scheduling Form is now fully functional. ▪The Print Pending Work Orders option on the Actions Menu in the Pending Work Orders section of the Scheduling Form is now working properly. |
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▪The Ribbon Menu of the Inventory\Materials sub-tab's Drop-Down Info Box within the Work Orders Form now allows the User to |
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There are now 6 tabs (each tab has a new Keyboard option shown) at the bottom of the Work Order Invoicing/Review Form: Labor, Inventory/Materials (where a Department may now be assigned to each Inventory entry), Installed Equipment, Technician Activity, Appointments, and Parts List which are explained in the Recording Work Order Charges chapter. ▪The issues where an Invoice was not generated for a Work Order when the preceding Work Order had a Zero ("$0.00") balance, and/or an incorrect General Ledger Transaction Posting Date was used - have been corrected. |
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The revised Inventory Listing report has a new sorting option: Sale Item Group - You may now sort the list of Inventory Items by their assigned Sale Item Group Name, then within each Sale Item Group, by the Inventory Item's Part Number (Item ID). |
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▪Three new fields have been added to the Job Costing Form's header: i.Estimated Completion - - Use the Drop-Down Calendar/Date Entry field to enter the expected Finish Date for this Job. ii.Proposal - No entry required. If this Job Costing record is being created by Converting a Proposal to a Job, the Proposal Number is automatically inserted. iii.Proposed RMR - No entry required. If this Job Costing record is being created by Converting a Proposal to a Job, the monthly RMR Rate offered on that Proposal is inserted. |
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There is a new Job Aging As Of full functioning Grid dialog which provides an aged listing in a Grid format of the Balances still owed on Job Costing records, based on a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet. |
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There is a new Job Work Sheets (New Grid) which provides a listing in a Grid format of the Job Costing records based on a User specified status of the Start and End Date fields, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet. |
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If Inventory Items on a Purchase Order's Detail Line Item were not yet Checked In, that Detail Line Item may be deleted, even if the Purchase Order was created in a Closed Month. |
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▪The Trial Balance Report no longer includes General Ledger Accounts with a zero ($0.00) balance. ▪On the Balance Sheet Report: i.The As Of Date field is mandatory when the Custom Dates option is selected ii.The report no longer includes General Ledger Accounts with a zero ($0.00) balance if Group by GL Account option is not selected. ▪On the Income Statement i.The From and To Date fields are mandatory when the Custom Dates option is selected ii.The report no longer includes General Ledger Accounts with a zero ($0.00) balance if Group by GL Account option is not selected. |
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The Create Mass Accounts Form and Account Templates Forms has been updated with the current standard Navigation, Ribbon Menu systems, and also follows the selected Theme. |
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A new Delete confirmation message is displayed when a User attempts to Delete a CSID Zone record. |
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