Program Module(s) Affected

Chapter Links

Description of the Enhancement

MKMS STARK

MKS Validate

An MKS Validate stand-alone Utility has been created with similar functionality to the Validate Database function within MKMS.

Accounts Receivable

Service Tracking System

Company Settings

Display Warranty Info - By default, the new DisplayWarrantyInfo option is set to False ("F") which means when a Subscriber record is displayed, their Warranty Status is not included on the Information Bar on that Subscriber Form.

▪When the ShowWarrantyInfo option is set to True ["T"] the Subscriber's Warranty Status is displayed in the Information Bar on that Subscriber Form.

Accounts Receivable

Company Settings

Special new Sales Tax related Company Settings:

a.3 Digits Tax - By default, the 3DigitsTax option is set to False ("F").  

▪When Taxing Authorities have implemented Sales Tax Percentage Rates to three (3) Decimal Places (e.g., nn.nnn%), this Company Settings that must be re-set to True ("T") to support Charging and Collecting this type of Sales Tax.  

▪Therefore, setting this 3DigitsTax option to True ("T") will also activate this Three Decimal Places Sales Tax feature in the Tax Rates Form.

b.Show Tax And Total Per Line Item Report - By default, the ShowTaxAndTotalPerLineItemReport option is set to True ("T").  

▪By always setting this ShowTaxAndTotalPerLineItemReport option to True ("T"), which is recommended, it will automatically support - when required - the Three Decimal Places Sales Tax feature's three (3) Decimal Places Sales Tax format on reports; and will also show the exact Sales Tax being charged on each Detail Line Item on related reports regardless of how many decimal places, are needed.  

▪Whether or not Taxing Authorities have implemented Sales Tax Percentage Rates to three (3) Decimal Places (e.g., nn.nnn%), this Company Settings may be set to add support on Reports for Charging and Collecting this type of Sales Tax (also see "Show Tax And Total Per Line Item Screen" immediately below) .  

▪Setting the ShowTaxAndTotalPerLineItemReport option to False ("F") will eliminate Detail Line Item Sales Tax totals from reports.

c.Show Tax And Total Per Line Item Screen - By default, the ShowTaxAndTotalPerLineItemScreen option is set to True ("T") which - regardless of the 3DigitsTax option setting, includes Detail Line Item calculations for Sales Tax Amounts (the Tax Rate and Sales Tax per line item is shown); and also provides a Totals information box with Net, Tax, and Gross Amounts at the bottom of the Invoice.

▪When Taxing Authorities have implemented Sales Tax Percentage Rates to three (3) Decimal Places (e.g., nn.nnn%), this is one of the three Company Settings that may be set (see "Show Tax And Total Per Line Item Report" immediately above) to add support for Charging and Collecting this type of Sales Tax on Invoices.

▪Setting this ShowTaxAndTotalPerLineItemScreen option to True ("T") which is the default, will also support this Three Decimal Places Sales Tax feature on Invoices thus showing three (3) Decimal Places on all Detail Line Item entries plus net, tax and total columns.

▪However, you may still consider changing the ShowTaxAndTotalPerLineItemScreen option setting to its default of False ("F") when the 3DigitsTax option to True ("T").

oThis False setting will show the Tax Rate on an Invoice's Detail Line Item in two (2) or three (3) Decimal Places, as appropriate, but will not show the extension pricing in  two (2) or three (3) Decimal Places to avoid confusion.

oIn this case the  net, tax and total columns are removed, but a Totals information box with Net, Tax, and Gross Amounts is included at the bottom of the Invoice.

▪See the Sample Results of these Sales Tax related Company Settings Options discussion in the Company Settings for Accounts Receivable chapter for Invoice Detail Line Item illustrations.

Accounts Receivable

Batch Number Assignment

Receipts

Micro Key is now recommending a new way to Assign Batch Numbers on the Receipts, E-Payments, Receipt Posting, and Post Auto Drafts Forms that will better identify When (what day and month) the Receipt was entered, and will also identify what Type of Receipt was posted (e.g,, Check or Cash, Electronic Funds Transfer [E-Pay], the specific Credit or Debit Card, Other) which will make Bank Deposits and Bank Reconciliation processes much easier.

▪When a Batch Number needs to be entered, follow this process:

a)Enter the (one digit) number for the Payment Type of the Receipt being posted (1 - 9 based on your Company's adopted Batch Number Assignment method)

b)Append the two-digit Month Number and two-digit Day Number

▪If your Company is using InnoEPay as your Payment Gateway, this Batch Number configuration will be inserted in the E-Payments Form and while Posting Auto Drafts automatically.

Accounts Receivable

Billing Cycles

Active - By default the new Active field on the Billing Cycles Form will be Checked.  

▪If your Company will no longer be using this Billing Cycle Code, remove this Check mark.

Accounts Receivable

Subscriber Edit View

Accounts Receivables Section - Data Entry

When the currently selected Subscriber record represents a Service Address which is not the Bill Payer for that Account, the Accounts Receivables section will have no Account Status section, but will have all of the other Accounts Receivable Configuration items i.e., Sales Tax Rate, Division, Credit Limit, Later Fee Group, and/or Pricing Markup Category as needed) - except the Terms field (which will be determined by the associated Billing Payer Account).

▪Separate RMR Invoice - Additionally, when the currently selected Subscriber record represents a Service Address which is not the Bill Payer for that Account, there is a new "Separate RMR Invoice" field which offers a Drop-Down Selection List containing Yes or No options.

1.No - Select No (the default) when the Recurring Revenue charges for this Service Address are to be Invoiced on the Bill Payer's Recurring Revenue Invoices.

2.Yes - Select Yes when the Recurring Revenue charges for this Service Address are to be Invoiced separately.

Accounts Receivable

Payment Gateway

InnoEPay

There is a new Payment Gateway available named InnoEPay - and because of its advanced functionality, InnoEPay is now the Micro Key Solutions™ recommended Payment Gateway

▪InnoEPay is one of the oldest Payment Gateway providers in the eCommerce industry.

▪InnoEPay integrates seamlessly with MKMS, is secure, simple to use, and has plenty of extra features in addition to its basic Credit Card and Check processing functions.

1.InnoEPay is an automatic, real-time Payment Gateway that is installed on your system (computer) as a Service and so is available whenever it's needed. There are no files to upload or download because all of the payment processing requirements are handled internally by MKMS.

2.The E-Payments dialog - available from the Subscriber and Invoice Forms - now supports the InnoEPay Payment Gateway.

3.The File Type field offers the InnoEPay Payment Gateway on the Post Auto Drafts Form

▪When InnoEPay is adopted as your Company's Payment Gateway, this will be the only Payment Gateway that you'll need. See the "The InnoEPay Setup Process" discussion in the InnoEPay chapter, plus the Auto Draft Setup, ePay Review, E-Payments, and the Post Auto Drafts chapters for additional information.

➢Note: InnoEPay will match any Rates charged by your Company's current Payment Gateway

Accounts Receivable

ePay Review

There is a new ePay Review report - presented as a data grid - which provides a listing with a selectable set of any or All of the Reportable Data Elements of the new InnoEPay service's transactional responses (see the "InnoEPay Status and Error Codes" chapter for that information) .

▪This ePay Review report's data grid includes Credit Card and Check Payments (Receipts), Transaction Flow, and related Funding Status updates, plus other related information.

▪This data may be Printed as a report, and/or Exported (or Emailed) as an Excel style Spreadsheet (or as a comma delimited file, or a text file).

Accounts Receivable

Pay Batch Pending Transactions

There is a new Pay Batch Pending Transactions dialog - which is used for Editing the Pending Payment Transactions created if the InnoEPay system is your Company's Payment Gateway - when (if) a User modifies existing Auto Draft Setup information and one or more InnoEPay Pending Payment Transactions exist.

Accounts Receivable

Post Auto Drafts

E-Payments

▪The new InnoEPay Payment Gateway has been added to the Post Auto Drafts dialog as a new option and No additional fields are required to be populated when InnoEPay is Selected.

▪The new InnoEPay Payment Gateway has also been added to the E-Payments dialog and streamlines that process as well.

➢Note: The InnoEPay Payment Gateway feature is controlled by the parameter settings found in a special MKSePayService.exe.config file (see the "The InnoEPay Setup Process" section in the InnoEPay chapter for more information).

Accounts Receivable

Receipts

Invoices

Allocation

If either the Date Paid of a Receipt which has been Allocated, or a Date Sold of an Invoice which has been Allocated has subsequently been modified, the system will now update the Allocation Date to be equal to either the Date Paid on the Receipt or the Sale Date of the Invoice, by inserting whichever of those Dates is newer.

Accounts Payable

General Ledger

Credit Card

To ensure the stability of Credit Card Maintenance setup and subsequent usage:

▪When the General Ledger is not installed, once a Vendor is assigned to a Credit Card and any Financial Transaction is posted to that Credit Card, the Vendor field on the Credit Card Maintenance Form is now disabled (i.e., cannot be changed).  If the Credit Card was never used, it may be deleted, if needed.

▪When the General Ledger is installed, once the General Ledger Account, Vendor, and Payment Item is assigned, and any Financial Transaction is posted to the Credit Card, these three fields are now disabled (i.e., cannot be changed).  If the Credit Card was never used, it may be deleted, if needed.

Central Station

Docking Options

If PBX is installed and activated: there will be a new Active Calls option

▪Active Calls being managed with the PBX system will be listed in this new Docking Options Grid.

Central Station

Events (F10)

To allow for an easier way to re-set the Date and Time for Events, the "Start" and "End" fields in the Next Scheduled Event section of the Events (F10) Form have been enhanced with a separate, dedicated Date field and a dedicated Time field for each ("Start" and "End") case.

Central Station

Dealer Users

A new Online/Offline Report Check box has been added to the Access section of the Dealer Users Form.

▪When this new Online/Offline Report box is Checked, the currently selected Dealer User may print/view the Online/Offline Report.

A new Set User Permissions Check box has been added to the Access section of the Dealer Users Form.  

▪This allows the current Dealer User who has been given this Set User Permission to grant other Dealer Users the same permissions as listed on this Dealer Users Form.

Central Station

Signal Processing

▪In an interim version of MKMSCS, the Signal Processing Form was modified to "better handle" Screen Scaling changes.  It didn't.

With some cleanup, the system has reverted to the previious - more stable - Screen Scaling methodology.

Central Station

Signal Processing

A special MKGM.dup file is included in this upgrade to enable the use of Google Maps® without incurring the map views limitation. Google Map® may now initially display either in the "roadmap" (default) view, or in the "satellite" view, as your Company's Central Station and/or Operations Manager prefers.

▪For those who want to use this feature, this feature requires the installation of a new Company Setting which may be accomplished by using the dbisql utility to run this script:

INSERT INTO "DBA"."CompanySettings"("Section","SettingName","SettingValue") 

VALUES('Feature','DefaultMapType','roadmap')

▪To change the default map display to "satellite":

update dba.companysettings set settingvalue = 'satellite' 

where settingname = 'DefaultMapType'

Central Station

Signal Processing

To simplify a Signal Processing procedure, when the Note field is displayed and the Tab F key is pressed, the focus will more to the Save button.