STARK Updates 8253 & 8253-A

This Help File Page was last modified on 12/13/2019

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STARK Updates 8253 & 8253-A

This Help File Page was last modified on 12/13/2019

Welcome to the Summary Page with the New Features in the MKMS Version 5.1.35.8253 and 5.1.35.8253-A Release.

Several "bug fixes" have been completed during this series of updates.

The major changes and enhancements are included in the Features List below.

 

HelpFilesStark

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

 

 


See the New Auto Billing Features chapter for how to implement these new & revised features:

Billing Cycles

Payment Gateways

1.InnoEPay

2.Authorize.net

3.Forte.net

Manual Payment Gateways

Subscriber Payment Methods

Auto Billing

Auto Drafts

ePay Generate File

Automatic Billings Setup Wizard

Fully Automated Recurring Billing

 

 

New Auto Billing Features

1.Billing Cycles

2.Payment Gateways

3.InnoEPay

a.Authorize.net

b.Forte.net

c.Manual Payment Gateways

4.Subscriber Payment Methods

5.Auto Billing

6.Auto Drafts

7.ePay Generate File

8.Automatic Billings Setup Wizard

9.Fully Automated Recurring Billing

 

Accounts Receivable System

Fully Automated Recurring Billing

Automatic Billings Setup Wizard

MKMS now provides a Fully Automated Recurring Billing process which identifies and Invoices those Subscribers who have Recurring Revenue records defined, every day.  

An Automatic Billings Setup Wizard is also provided.

Accounts Receivable System

InnoEPay

Multiple InnoEPay PINs are now supported based on the number of Banks into which InnoEPay must deposit Receipts.

 

When using InnoEPay as your Company's Payment Gateway and your Company is using more than one Bank for making Deposits via InnoEpay transactions, each InnoEPay Payment Gateway will make deposits directly to only one Bank.

Therefore, when your Company is using additional Banks for depositing InnoEpay transactions, your Company will need to get additional keys and have additional Payment Gateways defined - one for each Bank that will get those Receipts..

As those additional Payment Gateways are identified, consider a naming method such as InnoEPay-Bank1, InnoEPay-Bank2, etc., with the actual Bank Name used in each case.

Also, if your Company will tokenize Credit Cards, all Tokens will be based on the default, so the other InnoEPay Payment Gateway will automatically recognize those Token. 

Accounts Receivable System

Billing Cycles

The Billing Cycles Form has been substantially updated to accommodate a variety of Payment Gateways and other automatic payment methods relating to the available Automatic Billing process.

Accounts Receivable System

Auto Billing

The original Auto Billing process which is selected and run manually, may now use the more powerful Fully Automated Recurring Billing engine.

Accounts Receivable System

Auto Billing

When ePay transactions are created as a manually executed Auto Billing process runs, the Batch Number for a Receipt will be comprised of the Receipt Type Code "#" followed by the Month "99" and Day "99" on which it is actually Deposited  such as "80301" for a Check that was deposited on March first.

See the Defining your Company's Batch Numbers discussion in the E-Payments chapter for more information.

Accounts Receivable System

Customer History Grid

Email Notifications for Invoices will now be inserted into the Customer History Grid,

Accounts Receivable System

Customer History Grid

Email Notifications for Receipts will now be inserted into the Customer History Grid,

Accounts Receivable System

Customer History Grid

Normally, when the History Options Date Range is selected (e.g., Last 30 Days, Last Year, etc.), only those transactions dated within that selected Date Range will be displayed.

However, there are times when your Company may post-date transactions to some future date, and those future transactions were never listed until they came within the selected Date Range.

Now, when the All History Date Range is chosen, transactions as much as two years into the future will be displayed.

Accounts Receivable System

Printing Invoices

Added a "Dealer" option in the Details section of the Print Invoices dialog.   Choosing this option provides the following functionality:

The Invoice report's Dealer format will have an initial summary page with the Dealer's Name and Sale Items that were Invoiced based on the other specified parameters, grouped by Sale Item ID and Price, displaying how many there were for that Sale Item at that Price.

Thereafter, the Invoice report's Dealer format shows subsequent pages with detailed sales information.

 

 


Service Tracking System

Technician Scheduling

Using the Pending Work Orders Grid

 

The Pending Work Orders Grid now offers a Dept (Name of the Department to which the Work Order is assigned) as an available column option.

Service Tracking System

Completing a Work Order

Services Performed - This field on the Work Order Form is used to enter a detailed description (up to 500 characters) of the work that was performed.  

This field may new be updated even after a Work Order is Completed and Invoiced because additional information may - and frequently does - become available later.

 

 


Inventory Tracking/Job Costing

Job Task Templates

There is a new Job Task Template option in the Miscellaneous sub-menu of the General Maintenance Menu.

Each Job Costing record will typically have many Job Task entries.

To speed up data entry and make these type of Job Task entries consistent, a number of Job Task Templates may be defined.

 

A Job Task Template definition may represent a specific set of one or more Job Tasks which your Company frequently is required to perform when installing and/or upgrading specific types of systems.

Multiple Sets of this combination of Service Type, Task, Contracted and Amount entries may be included in each Job Task Template.

Each set may have any combination of Service Type, Task, Contracted and Amount entries.

Inventory Tracking/Job Costing

Job Tasks

Due Date - This field will be now populated with the Estimated Completion Date identified in the heading of the Job Costing record when it is initially entered.  It may be changed as appropriate.

Use the Drop-Down Calendar/Date Entry field to revise the Date when this Job Task should be finished.

 

Estimated Completion Date - This field will still be populated with the Estimated Completion Date identified in the Job Costing record when it is initially entered.

Use the Drop-Down Calendar/Date Entry field to change the Date when this Job Task is expected to be finished.

This date is used in the Job Tasks Aging As Of Report to track how the Service/Installation Department(s) are keeping up with their work (Job Task) requirements.

Inventory Tracking/Job Costing

Job Tasks Report

The Job Tasks Report has been revised by adding a Due Date field and a new Due Date selection option.

Inventory Tracking/Job Costing

Job Task Aging As Of Report

The Job Task Aging As Of Report has been revised by adding a Due Date field.  Age of Job Task represents the number of Days between the Due Date and the As Of Date selected.

 

 

 

 

 


Central Station

CSID Zones

When a CSID Zones was deleted, or the Zone's Description was changed, it was deleted from the Signal History table, as well.

The record of this Deletion and/or Modification will now be hard coded to the Signal History table for later Audit Reporting purposes.

admin

Central Station

 

Main Form - Optionally, How to Refresh current User's Alarm Group assignments

   HOW TO TEST:

1. Log into CS

2. Start Signal Processing

3. Go to %LOCALAPPDATA%\MKMS & open the most recent CS Log file. 4. You should not find the following text in the file:

 

Signal Processing - NonRestoredTimerTimer - Refreshing Alarm Groups for SAW

Signal Processing-NonRestoredTimerTimer - Alarm Groups for SAW refreshed.

   OR

Signal Processing-NonRestoredTimerTimer - Refreshing Oper Skills for SAW

Signal Processing-NonRestoredTimerTimer - Refreshing Oper Skills for SAW refreshed.

 

5. Stop Signal Processing and log out of CS.

6. Go to Company Settings and set one or both values for

"RefreshSkillList" or "RefreshAlarmGroups" to T

7. Restart CS and Signal Processing. You should find the above verbiage in then CS Log file.

Other Checks

   - Verify operation by adding a new alarm group and employee skill and assigning it to an operator. Generate a signal with the newly added information and confirm the operator is presented the signal.

   - Verify operation when one flag is on and the other is off.

 

 


Version 5.1.35.8253-A

 


MKMS STARK

Millennium Series User Interface

Backstage Menu System Keyboard Access has added "Ctrl+" the first letter of the menu's name (e.g., Ctrl+m  to open the Maintenance menu list) to open each of the primary menus (no mouse needed).

 

 


Accounts Receivable

Payment Gateways

The Payment Gateways which are MKMS supported Automatic Payment Processors are:

1.Authorize.net

2.Forte.net

3.InnoEPay

 

Manual Payment Gateways may be defined as needed

Accounts Receivable

Payment Method Types

The Payment Method Types Form is used to identify the various types of Payments which may be paid by and received from Subscribers

But, most importantly, identifies the associated default Batch Number preface (see Batch Number Assignment) discussion in the Receipts chapter for more information) that should be used to construct the Batch Number assigned to a Receipt record, particularly when executing the Post Auto Draft and E-Payments processes.

Most (perhaps all) of the required Payment Method Types have been pre-defined.

Accounts Receivable

Subscriber Payment Methods

The Subscriber Payment Methods dialog is displayed when a User selects the Auto Draft option within the Edit View of the Subscribers Form

It is used to identify the various payment methods which this Subscriber can use when they decide to pay outstanding balances on Recurring Revenue and regular Invoices through an Auto Draft process by using a Credit Card or approved Bank Draft.

This Payment may occur during the Fully Automated Billing or manually using the Post Auto Draft procedure.

Accounts Receivable

Post Auto Drafts

The Post Auto Drafts dialog has been substantially revised.

Accounts Receivable

Automatic Billing

The Automatic Billing dialog has been substantially revised.

Accounts Receivable

Show Billing Cycles

This Show Billing Cycles Form - available by selecting the Review Cycle List button on the Auto Billing and the Post Auto Drafts Forms - displays a complete list of all Billing Cycles and includes the associated Banking, Credit Card and Payment Gateway information.

Accounts Receivable

Fully Automated Billing

Features Overview of the Fully Automated Recurring Billing process:

a)It will run automatically, Generating Recurring Revenue Invoices each morning at 4:00am [this requires that the Automatic Billing Setup Wizard be run to set the “AutoBillingOnoption in Company Setting to True (‘T’)]

b)Selects only those Accounts (Subscribers) who have Recurring Revenue billing records with a Billing Cycle Starting Day matching the day number of the current Date ("Today" at 4:00am). 

c)Recurring Revenue Invoices may be created in advance of the Invoice's Sale Date [this requires the “DayPriorToCylceStartoption in Company Setting be set to the appropriate Value (= the Number of Days to be billed In Advance)] - This requires that the Automatic Billing Setup Wizard be run to set the “DayPriorToCylceStartoption in Company Setting to the appropriate Number of Days.

d)The generation of Recurring Revenue Invoices respects the Separate RMR Invoice option to specifically generate a separate Invoice for designated Service Accounts

e)Includes any unbilled Suspended Invoicing charges on the Recurring Revenue Invoices

f)Generates Late Fees during the Automated Recurring Billing process [this feature requires the “GenerateLateFeesoption in Company Setting be set to True (‘T’)]

g)Supports the grouping of Detail Line Items on the Recurring Revenue Invoices (this feature requires the definition of Invoicing Groups and the assignment of an Invoice Group to the appropriate Recurring Revenue records)

h)Automatically generates and submits the Auto Draft payments to the InnoEPay recommended Payment Gateway [which requires that 1) the Company's InnoEPay account has been setup, 2) the “ePayAPI" option in Company Setting is set to True (‘T’), and 3) the MKSePayService is running].

i)Generates Receipt records for each of the Approved Batch Payment Transactions when acknowledged by InnoEPay.

j)Allocates those Receipts to the appropriate Recurring Revenue Invoices

k)Generates e-mail notifications for Invoices to customers

l)Generates e-mail notification for Receipts to customers

Accounts Receivable

Departments

Fully Automated Recurring Billing

The Department Number field in the Recurring Revenue table is used to set the Department field in table InvoiceLineItems when the Fully Automated Recurring Billing or the Auto Billing process is executed, causing the insert to fail if the RecurringRevenue Department number was invalid.

Prevent Recurring Revenue records from having the wrong (or invalid) Department Number assignment is therefore very important.

 

Within MKMS a User cannot select an invalid Department (number).

However, converting data (prior to installation or during an Upgrade) could cause invalid values to be created in the Department number field.

A special internal process has been created to prevent this from happening.  

 

 


Prospect Tracking System

Edit View of Prospects Form

The Sales Tax Information section within the Edit View of the Prospects Form is now enforced as a mandatory entry.

If Sales Tax Information is not entered in the Tax Information section for Prospects and the User attempts to save this Prospect record, an error message will now be displayed and the record can not be saved until this information is provided.

Prospect Tracking System

Converted Proposals

Added an Amt Collected column field (showing the Amount that has been collected to date from the selected Converted Proposal)  to the Converted Proposals dialog.

 

 


Service Tracking System

Work Orders

Inventory/Material Info Box

Parts List tab

A new Comments column has been added to both the Inventory/Material Info Box grid and the Parts List tab within the Work Order Form

Double-Click within the Comments field to Open a Rich Text Editor to enter a Comment about this Inventory Item (or any Material Used).

Alternately, if a Work Order is created from a Job, the Comments entry will be transferred to the Work Order's Parts List tab and if/when that Parts List Item is identified as used in the Inventory/Material Info Box of that Work Order, the Comments will be inserted there as well.

Service Tracking System

 

Work Orders

Labor Info Box

When an Invoice is generated from Work Order (see Invoice Generation discussion in the Completing a Work Order chapter), the Comments added on Labor Info Box line item are not displayed on the corresponding Invoice\Service Call line item.  

This is by design:

The system is not moving the Labor's Comment to the Invoice's detail line item.

However, it is shown on the Work Order Invoicing/Review dialog.  

 

For Inventory/Materials: those Comments will not be added to the Invoice's detail line item when the Company Setting "Insert_Comments_From_WOMD_To_Invoices" is set to False ("F").

If the "Insert_Comments_From_WOMD_To_Invoices" option is set to True ("T"), those Inventory/Materials Comments will be included in the Invoice's detail line item

 

 


Inventory Tracking/Job Costing

Kits - Designing your own Parts Packages

When a Sale-Purchased Item is identified as a Kit by Checking the Kit Designation box on that Form, once the entry is completed and Saved, the system will now ask the User if they want to enter the Kit's Components now.

If they do not make those Kit Component entries, a second (stronger) reminder with be displayed.

Inventory Tracking/Job Costing

Inventory Tab

Item List sub-tab

A new Comments column has been added to the Item List sub-tab within the Inventory Tab of the Job Costing Form.

Double-Click within the Comments field to Open a Rich Text Editor to enter a Comment about the Inventory Item.

If/when a Work Order is created for the Job, the Comment entry will be transferred to the Work Order's Parts List tab and if/when that Parts List Item is identified as used in the Inventory/Material Info Box of that Work Order, it will be inserted there as well.

 

 


Job Costing

Job Tasks

A new Due Date column (field) has been added to the Job Tasks tab on the Job Costing Form.  

By allowing each Job Task to have its own Due Date, the Job Tasks Aging As Of Report and the Job Tasks Report can that field to sort, select, and report that Date and all the data associated with it.

Job Costing

Job Tasks Aging As Of Report

The Job Tasks Aging As Of Report has been improved with the addition of a Due Date column.  Now, the Job Tasks Aging As Of dialog provides an Open Job Task listing (an Open Job Task will not have a Completed date entered) in a Grid format with (among much other data) the Age (in Days) of those Job Tasks, based on the number of Days between the Due Date (entered on that Job Task line item) and a User specified As Of Date.

Job Costing

Job Tasks Report

An additional selection item - Due Date (DueDate) - has been added to the Select Date field Drop-Down Selection List thereby providing that additional functionality.