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NEO Version 5.1.34.X New Features

This Help File Page was last Modified on 11/22/2016

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NEO Version 5.1.34.X New Features

This Help File Page was last Modified on 11/22/2016

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NEO Version 5.1.34.X New Features

This Help File Page was last Modified on 11/22/2016

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Welcome to the Summary Page which describes the major New Features in the MKMS NEO Version 5.1.34.X Release.

This New Features Table contains three columns of data relating to each of these New features:

1.Program Module(s) Affected - This column lists the specific modules that were improved.

2.Chapter Links - This column lists of the link(s) to the chapter(s) where the previous instructions, illustrations and explanations have been revised to reflect the program changes and/or enhancements.

3.Description of the Enhancement - A brief explanation of the new features, functions and enhancements that have been added in this release with links to all of the affected chapters and some related chapters, also.

Each Module also has an individualized list of those features (all of which are contained in the chart below) that were changed or enhanced specifically for that particular module.

 

Understanding the New features Chart:

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

 

 


Getting Started

Accounts Receivable System

Prospect Tracking System

Inventory Tracking System

General Ledger System

Central Station Monitoring

User Options

Company

Company Settings

The following Company Settings options and features have been added:

 

Search By - A new Search By field has been added whereby a search may be performed on any selected Column (i.e., ID, Section, or Setting Name) to locate a specific Company Settings.

 

Calculate Proposal Margin on Retail - By default, the CalcPropMarginOnRetail option is set to False ("F") and so Sale-Purchase Items entered on a Proposal will be charged at Wholesale (Cost) when shown on the Proposal Estimate tab.

If the CalcPropMarginOnRetail option is set to True ("T"), when a Proposal is created, the Profit Margin shown on the Proposal Estimate tab will be calculated based on the Retail Price defined for each Sale-Purchase Items entered.

 

Defer Recurring Revenue - By default, the DeferRecurringRevenue option is set to False ("F").

Normally, when Converting a Proposal to an Invoice or Installation Work Order, the option to Convert any proposed Recurring Items - both Recurring Revenue to Auto Bill record(s) and/or Recurring Service to Auto Service record(s) - is offered.

To eliminate the conversion request and automatically make that conversion for these Recurring Items, set the DeferRecurringRevenue option to True ("T").

 

This DeferRecurringRevenue option also controls a second functionality:

When the DeferRecurringRevenue option is set to True ("T"), Earned and Deferred Revenues are tracked for each Recurring Revenue Detail Line Item on those Invoices created within the Accounts Receivable and will be recorded in the General Ledger System using the Post Earned Revenue dialog which will periodically calculate, distribute, and post Deferred and Earned Revenues to the appropriate General Ledger Accounts and the Account Register.

The Deferred Revenue report lists the Earned and Deferred Revenues that are automatically calculated as part of the Recurring Revenue Billing procedure.

 

Restart Action Plan from On Hold - By default, the RestartActionPlanFromOnHold is set to False ("F").

Therefore while an Operator is Processing an Alarm, being guided by an Action Plan, and (s)he must put that Signal On Hold, when that Signal is retrieved from the Alarm Stack for further processing, it will revert to the Operator Guided Response processing methodology.

If this RestartActionPlanFromOnHold option is set to True ("T"), it will revert to the Action Plan.

 

Restrict Service Creation:

If the RestrictServiceCreation option is set to True ("T") when adding a new Service Request or entering a Quick Work Order, the User will need to confirm authorization to make this entry.  This setting now applies to both the MKMS and MKMSCS applications.

 

Confirm Negative Inventory - By default, the ConfirmNegativeInventory option is set to False ("F")  

When the ConfirmNegativeInventory option is set to True ("T"), if an Inventory item is used in the Job Costing Form's Inventory tab, entered in the Inventory\Materials tab of a Work Order, added to an Invoice, or included as a Proposal Item on a Proposal  - and the addition of that Inventory item would result in a negative Quantity on Hand value for that Inventory item, a Pop-Up Warning Message will be displayed.

To turn off this Pop-Up Warning Message feature again, set the ConfirmNegativeInventory option to False ("F").  

 

Use Division Address - By default, the UseDivisionAddress option is set to False ("F").

When the UseDivisionAddress option is set to True ("T"), if a Subscriber has been assigned to a Division, except on an Installation Order, that Division's Address will be printed as the Company Address on a printed Service Request Form.

 

Allow Trace Back - By default the AllowTraceBack option is set to False ("F").  

Setting the AllowTraceBack option to True ("T") provides an enhanced Trouble-Shooting tool for Technical Support personnel.

 

Include Auto Service WO - By default, the IncludeAutoServiceWO option is set to False ("F").

When opening a Service Request Form, Warning Messages are displayed based on certain circumstances (e.g., Outstanding Balance Due, open (unfinished) Service Requests exist, their Service Contract has Expired) - except if the only open (unfinished) Service Requests were created automatically using the Auto Service feature.

oThis functionality may now be kept by setting the new Company Settings option "IncludeAutoServiceWO" to False ("F") to eliminate those Warning Messages when the only open (unfinished) Service Requests were those that were created automatically using the Auto Service feature.

oSetting this "IncludeAutoServiceWO" option to True ("T") will turn on Warning Messages (if appropriate) regardless of the origin or type of any existing Service Requests.

 

Implemented the new Average Inventory Cost table calculation: (a new Inventory Valuation methodology) for tracking the Value of Inventory Items within the General Ledger System.

By default the AverageCostInventory option within the Company Settings dialog of the Company tab of the User Options Form is set to False ("F").

If the AverageCostInventory option set to True ("T"), Inventory Valuation will be set based on the Average Cost paid for an Inventory Item versus whatever was the currently set Inventory Valuation method.

Also see the Inventory Valuation Options chapter.

 

Flash Past Due - By default, the new FlashPastDue option is set to True ("T") which maintains the normal behavior whereby an Account with a Past Due Balance when displayed on the Subscribers Form displays a Flashing Red Past Due: $999.99 message.

To turn off the Flashing effect of the Past Due Message (which some Users may find distracting) set the FlashPastDue option to False ("F").

Accounts Receivable System

Prospect Tracking System

Inventory Tracking System

Central Station Monitoring

Employees

 

 

The Personal tab on the Employees Form now has a new EmployeeType selection named Sales to be assigned to those Employees who are specifically classified as Salespersons

When assigning a Salesperson to a Subscriber, Prospect, Invoice or Proposal: only those Employees whose Employee Type is identified as either Sales or All will be available (in the Drop-Down Selection List) for populating the Salesman (or Commission To) fields.

 

The Security tab on the Employees Form now has a new Employee Team field.

A Drop-Down Selection List provided to Choose the Employee Team to which this Employee is to be assigned (if appropriate).

 

The Image File on the Security tab may now be either a ".BMP" (saved with 256 or less colors), or a "JPG" file type and either may be no larger than 64K.

 

The Security tab on the Employees Form has a new field named: Super User Authority? - Check this box to grant the currently selected Employee with Access Rights that are very similar to that of ADMIN.

These enhanced Access Rights include access to the Employee Groups Form and the Security tab on the Employees Form

 

 

 

Employee Groups

There is a new Field Access tab on the Employee Groups Form

This new/updated tab enables specifically assignable Access Rights to be granted on a Field by Field basis for each Form to which the currently selected Employee Group has been granted Access Rights.

The Forms which currently have this Field by Field access permission option are:

oAccounting Receivable Section on the Edit Tab of the Subscribers Form

oAreas Form

oCentral Station Data Form

oEmployee Form

oPayment Allocations Form

oPeople To Call Form

oProspect Form

oReceipts Form

oReceipt Allocation Form

oRecurring Revenue Form

oSale-Purchase Item Form

oSubscriber Form

oVendor Form

Other Forms may be added to the Field Access tab from time to time.

Accounts Receivable System

Prospect Tracking System

Inventory Tracking System

Central Station Monitoring

Documents

The Documents Icon on the Subscribers, Prospect, and Vendor Information Forms have a new Down-Arrow () attached to the Documents Icon providing these two options:

1.Click the Documents Icon's Down-Arrow () to view a Drop-Down Selection List of the previously attached Documents - from which  the User may Select one of those Document Titles to open that specific Document immediately.

2.Click the Documents button itself to open the Documents Form.

Millennium Series Interface

MKMS Desktop & Main Menu

Depending on whether or not one or more Forms are open, a list of those open Forms is now included in the Windows Menu

The Form that is currently active will be indicated by an Orange Box with a black Dot .  

Selecting a different Form will make that one the Active Form.

 

The new Troubleshooting dialog provides detailed information on any Error Message that MKMS was able to capture by using this function.

Accounts Receivable System

Prospect Tracking System

Accounts Payable System

Zip Codes

Subscribers

Prospects

Vendors

The Zip Codes Form is now activated so when the new UseZips option is set to True ("T") in the Company Settings Form accessible from within the Company tab on the User Options Form:

The Zip field in the Subscribers, Prospects, and Vendors Forms will have a Drop-Down Selection List

In these Zip fields, when the Zip Code (Postal Code) is Selected (and/or entered) for that record's location, the associated City and State (Province) information will be automatically inserted into those related fields.

If that Zip Code (Postal Code) is not defined, the User may enter it at that (or any) time.

 

 


 

 


Commissions Tracking System

Commissions Tracking System

A new Commissions Tracking System for High Sales Volume Companies has been added to the MKMS module.

Commissions Tracking System

Adjustment Types

The Adjustment Types Form is used to define the Types of Commission Adjustments that are permitted.

Commissions Tracking System

Commission Adjustment

The new Commission Adjustment Form provides several functions related to the Commission Calculation System:

Look Up previously entered Commission Adjustments

Add a Commission Adjustment.

Delete a previously entered Commission Adjustment.

Commissions Tracking System

Commissions Approvals

The new Commissions Approvals Form is used to do just that - Approve the Commissions, Bonuses and "Banked" Commission Points for Payment to the Salespersons and Technicians who earned them.

Commissions Tracking System

Earned Commissions

Earned Commissions - This new report provides a list of all of the types of Commissions that have been Earned within a User Defined Date Range for all, or a specified set of (one or more) Sales Persons.

 

 


Accounts Receivable System

Auto Draft Pre Processing

Auto Draft Preview

Auto Draft Pre-Approved Payments

The new Auto Draft Pre Processing Form provides the means to validate, and if necessary Correct, then Update the predefined Auto Draft information before you actually execute the Auto Draft Pre-Approved Payments process.

The new Auto Draft Preview Form to inspect the predefined Auto Draft information associated with those Recurring Revenue Invoices before actually executing the Auto Drafting of Pre-Approved Payments procedure.

The Post Auto Drafts Form now offers several additional File Type options.

Accounts Receivable System

E-mail Invoices

When E-mailing Invoices using the Invoice printing option on the Accounts Receivable Reports Menu, a Custom Invoice (Report) format may now be used.

Accounts Receivable System

Central Station Monitoring

Subscriber Information

Subscriber Entries

The Subscribers Form Contact Information box upgrade:

The Title Names for each of the first three Telephone Number fields (i.e., Primary Telephone, 1st Alt Tel, and 2nd Alt Tel) may be User Defined for each Subscriber by Double-Clicking the actual Title Name to be changed to open the Modify Label? dialog.

Accounts Receivable System

Acquisitions

Added fields on the Acquisitions Form (for use by a company's Credit Manager) for the Account Holder if they have a Cosigner.

If a Cosigner exists, that person's full Name, Social Security Number and Drivers License Number may also be entered.

Accounts Receivable System

Sale-Purchase Item

Inventory Item

Sale Item Group Assignment

A new Retail Labor Rate - ("Retail Lbr. Rate") field is provided on the Inventory (Sale-Purchase) Item Form to define the average Retail Charge for each Labor Hour required for the installation of an Inventory Item.

A new AR Taxable? field has been added to the Sale-Purchase Item Form - replacing the original Taxable? field.

A new AP Taxable? field has been added to the Sale-Purchase Item Form - thus allowing Purchases and Sales to be identified as Taxable (by default) independently.

If this Inventory (Sale-Purchase) Item is included in a Proposal and subsequently converted to a Job, the Retail Price information on the Inventory (Sale-Purchase) Item is included in the Job Estimate tab.

Once an Inventory record is saved, if a User changes the Item Type field of an Inventory related Sale-Purchase Item to Sale rather than Both, the record cannot be saved without Un-Checking the Inventory Item box on the Sale-Purchase Item Form, and confirming that it will no longer be considered (or tracked as) an Inventory Item.

If an Unearned Revenue GL# is not entered when appropriate (when defining a Recurring Revenue Sale-Purchase Item), an error message will be displayed.

The Sale Item Group Assignment Form now has expanded, and  resizeable, columns to accommodate the longer Sale-Purchase Item Codes and Descriptions.

Accounts Receivable System

Sales Analysis Report

By Division(s) - The Sales Analysis Report may now be printed for a specified set of (one or more) Departments.

By Sale Item(s) - The Sales Analysis Report may now be printed for All or a Selected Set of (one or more) Sales Category Codes.

Period To Preview - By default, the Start Date will now be the first day of the current month, and End Date will be Today.

Accounts Receivable System

Invoice Statements

Subscriber Statements

The recently added Invoice Statements report which provides a list of Open Invoices (only Invoices with a Balance that is Unpaid), printed using its own unique Format, when printed for All Subscribers may now be filtered by either their assigned Dealer Code or Division.

Email - Click the new Email option on the Subscriber Statements Form to Email the selected Subscriber Statements to the Email Address on record for each of those Subscribers.

Accounts Receivable System

Wholesale Group

The Wholesale Group report now allows for the filtering of the Receipts that were sent from Subscribers within a set of (one or more) Wholesale Groups.

Accounts Receivable System

Accounts Receivable Summary

Accounts Receivable As Of

Accounts Receivable Funding

The revised Accounts Receivable Summary Report dialog offers   three additional selection options and now includes a Deferred Revenue column within the report itself:

1.Account Type - By default, all Subscribers will be included regardless of the Account Type assigned to them on their Central Station Data Form.  However, the Accounts Receivable Summary Report may now be limited to those Subscriber(s) assigned one of the specified (from a set of one or more) Account Type(s) using the new Select Account Types dialog.

2.Salesperson - By default, all Subscribers will be included regardless of the Employee Code assigned to them. However, the Accounts Receivable Summary Report may now be limited to those Subscriber(s) assigned one of the specified (from a set of one or more) Employee Code(s) using the new Select Salespersons dialog.

3.Dealer -  By default, all Subscribers will be included regardless of the Dealer Code assigned to them on their Central Station Data Form.  However, the Accounts Receivable Summary Report may now be limited to those Subscriber(s) assigned one of the specified (from a set of one or more) Dealer Code(s) using the new Select Dealers dialog.

 

The revised Accounts Receivable As Of Report has new features and improvements:

Average Days Past Due is calculated and reported at the end of the Accounts Receivable Summary Report.

The revised Accounts Receivable Summary Report will include a Deferred Revenue column within the report itself.

The problem with slow performance when printing an Accounts Receivable As Of Report has been resolved.

Salesperson - By default, all Subscribers will be included regardless of the Employee Code assigned to them. However, the Accounts Receivable As Of Report may now be limited to those Subscriber(s) assigned one of the specified (from a set of one or more) Employee Code(s) using the new Select Salespersons dialog.

 

The Options tab on the Accounts Receivable Funding Report has  also been updated to include most of the (new) selections which are now available on the Accounts Receivable Summary Report.

Accounts Receivable System

Attrition Report

The Attrition Report has received a major upgrade and now provides (in addition to all of the previously available features) the option to Show RMR Rate Changes, and filtering and selection options based on any combination of:

All or a Specific Division or Division Group

All, or a Specific set of one or more Salespersons (Employees)

All, or a Specific set of one or more Dealers

All, or a Specific set of one or more Zip Codes

Accounts Receivable System

Cash Receipts by Payment Method

The new Cash Receipts by Payment Method report lists a summary by Date, for all Days within a specified Date Range of All, or a selected set of (one or more of the 8) Payment Methods

1.American Express - charged to this Credit Card

2.Cash - received an actual Cash payment

3.Check - paid with a Business or Personal Check

4.Discover - charged to this Credit Card

5.Electronic Transfer - received Direct payment from Subscriber's Bank

6.MasterCard - charged to this Credit Card

7.Visa - charged to this Credit Card

8.Other - paid via "In-Kind" or with something else of value

Accounts Receivable System

Cash Receipts Report

Cash Receipts Report by Salesman

Cash Receipts by Sales Category

The Cash Receipts Report and the Cash Receipts Report by Salesman can now selectively filter Receipts as follows:

By a specific Division or Division Group.

For All, or a specified Set of (one or more) Banks.

For All, or a specified Set of (one or more) Payment Type(s).

You may also now limit the Cash Receipts Report to Receipts paid using specific Payment Type(s).

 

The Cash Receipts by Sales Category Report may now be filtered  to include Receipts for All, or a specified Set of (one or more) Sales Category Codes.

Accounts Receivable System

Cash Receipts Report by Month

Cash Receipts Totals Report

The revised Cash Receipts Report by Month now may be filtered to include to include Receipts for All, or a specified Set of (one or more) Banks.

The revised Cash Receipts Totals Report now offers a new Graphics based Chart, and a Division/Division Group? option to include only those Subscribers who are a member of that selected Division or Division Group.

Accounts Receivable System

Sales Taxes Collected

The Sales Taxes Collected report has been improved as follows:

It now allows the User to limit the report to a set of (one or more) Payment Types (Check, Cash, Credit Card, E-Pay, etc.) using a Drop-Down Selection Check Boxes option.

The Sales Taxes Collected are reported with up to three decimal places.

Accounts Receivable System

Recurring Revenue

If an End Date is defined for an existing Recurring Revenue Item and there are additional Recurring Revenue Items defined for the same Subscriber, a new Select Recurring Revenues to End dialog is presented whereby the User may Select - from a list of the exisrting Recurring Revenue Item - those additional Recurring Revenue Item(s) which should also be ended.

There is a new Create a Pro-Rated Invoice? query (displayed when defining a new Recurring Revenue rule for a Subscriber) now offers two options:

1.Create Now? - Choose this option to create a Pro-Rated Invoice Invoice for the appropriate amount.

2.Suspend? - Choose this new option to create a Pro-Rated Invoice entry in the new Suspended Invoicing section of the Recurring Revenue Form, which will then be billed the next time Auto Billing is processed for the Billing Cycle assigned to that Recurring Revenue entry.

Accounts Receivable System

General Ledger System

Post Earned Revenue

General Ledger Account

MKMS will now calculate the Earned & Deferred Revenue as part of its Recurring Revenue Billing and subsequent Post Deferred Revenue processes - with virtually no additional effort required.

The Earned/Deferred Revenue Report provides the Earned and Deferred Revenue Tracking results which may then be used  to manually post Earned and Deferred Revenue to an "external" General Ledger.  

For General Ledger System Users, the Post Deferred Revenue procedure updates the appropriate Values in the Deferred Revenue General Ledger Account and associated Recurring Revenue Sale accounts automatically.

Accounts Receivable System

Revenue by Month & Year Report

The revised Revenue by Month & Year Report now offers:

A new  Graphic Line Chart, as well as a Pie and Bar Chart option

A By Division/Division Group? option to only include Revenue from Sales to those Subscribers who are a member of that selected Division or Division Group.

Accounts Receivable System

Inventory Tracking & Job Costing

Sales

Inventory Item

The Sales Form now has a Drop-Down Selection List that is used to filter the Prior Invoices List to just Paid Invoices Only, or to Open Invoices Only, and with the default being to list All Invoices.

 

The Sales Form now has a Payments tab which lists the Receipts and Credits that were Allocated to the currently selected Sales Invoice.

You may Double-Click any listed Payment item to open the associated Receipts and/or Credits Form

 

The Sales Form now has a Proposal Number field in the Header which is populated automatically when a Proposal is Converted to an Invoice.

 

When entering a Sale:

If an Inventory Item entry creates a Negative On Hand Quantity for the selected Inventory Item, a Negative Inventory Warning message will be displayed.

If the Invoice is being created in response to a previously submitted Purchase Order from that Subscriber, enter that Purchase Order # in the new Purchase Order field.

Accounts Receivable System

Accounting Information tab

The Accounting Information tab on the Subscriber Information Form has a new read-only field named Yrly RMR (Annualized Billing Amount of the Subscriber's currently defined Recurring Revenue)

Once this Tax Rate, Tax Code and Tax Rate information is saved on the Accounting Information tab, if Auto Bill records are defined, and if this information is subsequently modified, a Rate Change Detected message will be displayed with the option to Update those affected Auto Bill records with the correct Tax Code and Tax Rate information.

Accounts Receivable System

Divisions

Filter - Because certain Divisions may no longer be in use, an Account may now be marked as Inactive  

When viewing this Divisions Form the User may  now specify whether to see All Divisions, only Active Divisions, or only Inactive Divisions, as needed.

Accounts Receivable System

General Ledger System

Post Deferred Revenue

The new Post Deferred Revenue Form is used to execute the Post Deferred Revenue procedure which is used to periodically distribute Earned and Deferred Revenues to the appropriate General Ledger Accounts.

The Post Deferred Revenue procedure is available as a Specific Event selection in the System Audit Report.

Accounts Receivable System

Auto Bill Recurring Revenue

Recurring Revenue Sale Purchase Item

If your Company, or the Subscriber cancels any recurring service, an End Date is inserted in the Automatic Recurring Revenue record at that time.

If using the General Ledger System and the last Automatically Billed Invoice that was generated has Unearned Revenue, the Amount of that Unearned Revenue will be removed by a system generated General Journal Entry.

 

The Auto Billing dialog has a revised Unearned Revenue - Sale Items Form (listing Unassigned Sale Item records)

This dialog which lists Unassigned Sale Item records will only be displayed when the General Ledger System is in use and one or more of the scheduled to be billed Recurring Revenue Items have not been assigned a Deferred Revenue General Ledger Liability Account

GL Number - In this revised Unearned Revenue - Sale Items Form, in the GL Number column of a selected Unassigned Sale Item record (using the Drop-Down Selection List provided) you may Choose the appropriate Deferred Revenue General Ledger Liability Account for that Sale Item ID, and  repeat this process, as needed.

Set All - If all of the listed Unassigned Sale Item records should be assigned the same Deferred Revenue General Ledger Liability Account:

i.Click the Set All Icon to open the Select Account dialog.

ii.Choose the appropriate General Ledger Liability Account using the Drop-Down Selection List provided.

iii.The Sale-Purchase Item records for All listed Sale Item IDs (and all of these Recurring Revenue transactions) will be assigned the selected Deferred Revenue General Ledger Liability Account.

 

Once a Recurring Revenue Sale Purchase Item is saved, if the Unearned Revenue GL# is subsequently changed, the system will make the appropriate General Journal Entry to move any existing Unearned Revenue to the newly assigned Account Number.

Accounts Receivable System

Earned/Deferred Revenue Report

Division - The revised Earned/Deferred Revenue Report may now be created for only One Division (or Alarm Dealer - if you are doing their Dealer Billing), use the Drop-Down Selection List provided to Choose that Alarm Dealer, Division or Division Group.

Accounts Receivable System

F2 Subscriber Search

Search Value - There are now two Search Value entry methods available when using the F2 Subscriber Search dialog:

1.Enter some or most of the Subscriber's Name (or whatever the appropriate entry should be based on the selected Search By method).

2.Using the Drop-Down Selection Box provided, you may Choose one of the 10 most recently entered Search Values.

Accounts Receivable System

Sales

For General Ledger System Users: The General Ledger Transactions (automatically posted in the background) for a Selected Detail Line Item of a Sale may be displayed whenever required.

To do so, Double-Click the appropriate Detail Line Item.

The GL Transactions Form will list each Debit and Credit required to post the Selected Detail Line Item.

Accounts Receivable System

Receipt

Once a Receipt record is saved, if a User attempts to modify any of these fields, a new Edit this receipt? dialog will be displayed to ensure that this is what the User intended to do.

If the Receipt record has already been Allocated, a different Edit Receipt? dialog will now be presented warning of the potential consequences of altering a previously Allocated Receipt record.  

If the User choose to proceed anyway, an Authorize Transaction dialog will be displayed requesting that the User specify the reason for this modification.

Accounts Receivable System

Unallocating Receipts

The Unallocating Receipts Form now allows a Receipt, which has been Allocated using the Itemized Allocations by Line Item procedure, to be Unallocated using the new corresponding Unallocate by Line Item procedure.

Accounts Receivable System

Bill Recurring Revenue

An AutoBill.log Notepad file is created in the \MKS\MKMS folder  when you Bill Recurring Revenue and records the setup entries, number of Recurring Revenue items that were pre-processed, the number that were completed, and notes an errors including Service Address information and the RRID if an Invoice could not be generated.

Accounts Receivable System

Invoice Listing

The revised Invoice Listing Form now remembers the order or the columns displayed, by User, and provides a Visible Fields option which enables each User to set which Fields (columns )will and, will not be displayed.

Accounts Receivable System

Pay Import

Regulus/Wells Fargo Import

Under development

A new Wells Fargo Pay Export format has been implemented.

Accounts Receivable System

Expiring Contracts Report

Billing Cycles Report

 

The revised Expiring Contracts Report now may be filtered to include to include Expiring Contracts for All, or a specified Set of (one or more) Contract Types.

The revised Billing Cycles Report may now be filtered to include to include Expiring Contracts for All, or a specified Set of (one or more) Recurring Billing Cycles.

Accounts Receivable System

Contract

When Entering a Subscriber's Monitoring Related Contract information there are four new fields available: Start Date, Date Expires, Duration (in Months) and an Invoice field into which the first Invoice Number created for this Contract may be posted.

Accounts Receivable System

Customer Ranking Report

The revised Customer Ranking Report has two new options:

1.States - The report may now be limited to only those Customers who are located within a specified set of (one or more) State(s).

2.Sales Person - By default, Customers assigned to any Salesperson will be included in the report but may now be limited to those Customers assigned to a specified set of (one or more) Salespersons.

Accounts Receivable System

Prospect Tracking System

Proposals

Converting Proposals

A Proposal created for a Prospect and/or a Subscriber which is being Converted to an Installation Order or Converted to an Invoice will now convert the Comments entered on that Proposal, and also now provides (in the Proposal Conversion Information dialog) the options to:

Convert Rec Revenue? - Check this box to have any proposed Recurring Items identified as Recurring Revenue converted to Auto Billing entry(s).

Convert Rec Service? - Check this box to have any proposed Recurring Items identified as Recurring Service converted to Auto Service entry(s).

If this Inventory (Sale-Purchase) Item is included in a Proposal and subsequently converted to a Job, the Retail Price information on the Inventory (Sale-Purchase) Item is included in the Job Estimate tab.

 

To eliminate the request to convert these Recurring Items, set the DeferRecurringRevenue option in the Company Settings Form to True ("T").

Accounts Receivable System

Prospect Tracking System

Leads by Source

The new Leads by Source report provides a Summarized (or Detailed) listing of the Value of the Sales made to Subscribers based on each Account's identified Lead Source(s) (optionally by specified Lead Source(s), specified Company Division(s), and/or within a specified Date Range), and may include or exclude any associated Recurring Revenues Sales in that Value calculation.

Prospect Tracking System

Prospect Information Report

Custom Report Formats

The Prospect Information Report now supports Custom Report Formats. and also supports the inclusion of Proposals, Calls, Appointments and the Comments entered in the Prospect Form.

See the Custom Report Formats chapter for instructions on how to modify the format of the Prospect Information Report.

Prospect Tracking System

Prospect Listing

The revised Prospect Listing report dialog now has:

The option to include Prospects without Proposals in that list.

The option to limit the list to those Prospects to only those assigned to a specified set of (one or more) Salespersons.

Prospect Tracking System

Proposals

Addresses

The new Addresses option on the General Menu of the Prospect Form provides a Prospect Addresses Form to define an additional "Billing" or "Home Office" address for Proposals submitted to an existing Prospect.

Once defined, this Alternate Address will be used as the Mailing Address for that Prospect.

Prospect Tracking System

Service Tracking System

Prospect

Service Request

The Service Request Form is now available as a selection on the Prospect Form's new Service Quick Access Menu.

 

 


Accounts Payable System

Recurring Purchases

The new Cancel Purchase function provides Users the ability to cancel both Open Term and Fixed Term Recurring Purchases and still preserve the original Recurring Purchase record in the database.

Any previously canceled Open Term Recurring Purchase may easily be Re-activated at a later date.

 

A new Weekly Payment Frequency has been added to the Recurring Purchases Form which provides for the automatic billing (and payment) of Weekly Payment Obligations.

When the Auto Pay procedure is executed, the required set of Recurring Purchase Invoices are created for the entire Month.

The first Invoice will be Dated with the Purchase Day specified, and each subsequent 7 Day Period's Invoice will be Dated as appropriate, until all of the required Invoices are created for that Month.

All Invoices within the set will have the same Invoice Number, but each Invoice Number will have a hyphenated numeric suffix (e.g., 1234-1, 1234-2, 1234-3).

The Due Date for each Invoice within the set will be calculated based the Sale Date assigned and the Vendor's Terms.

Accounts Payable System

Vendor Listing Report

There is a new Vendor Listing Report which includes each Vendor Name, complete address information, and contact information including an email address, if entered.

Accounts Payable System

Purchases by Month by Year

The new Purchases by Month by Year Report provides a graphic analysis and tabular (spreadsheet like) chart summarizing the value of those Purchases made each month for the last five years.

Accounts Payable System

Purchases Analysis Report

The revised Purchases Analysis Report now offers:

Vendor - A selection for the Purchases made from All, or a specified set of (one or more) Vendors.

Purchase Items - A selection for the Purchases made from All, or a specified set of (one or more) Purchase Items.

GL Purchase Accounts - A selection for the Purchases made from All, or a specified set of (one or more) General Ledger Accounts that are Purchase related.

Invoices - A selection for the Purchases made from All, or a specified set of (one or more) Vendor Bills (Invoice Numbers).

Display Amount - Specify how the Purchase Amount will be reported:

oNet - Display the net cost of the Purchase Item(s) (exclusive of any Sales Tax).

oGross - Display the gross cost of the Purchase Item(s) (including all Sales Taxes).

Accounts Payable System

Purchase Orders

The revised Purchase Orders Form now includes Tracking Number, Shipper and Work Order fields on each Detail Line Item.

Work Order field - Displays the Work Order Number - if one has been specifically assigned to this Detail Line Item, or the appropriate Work Order Number may be assigned.

The Bill It function has been enhanced to speed the creating of the required Invoice.

 

For General Ledger System Users: The General Ledger Transactions (automatically posted in the background) for a Selected Detail Line Item of a Closed Purchase Order may be displayed whenever required.

To do so, Double-Click the appropriate Detail Line Item.

The GL Transactions Form will list each Debit and Credit required to post the Selected Detail Line Item.

Accounts Payable System

Shipping Methods

This is the new Shipping Methods Form which is used to predefined the normal ways shipping services are identified for Purchase Orders.

Accounts Payable System

Bills

The Bill Form now has a Payments tab which lists the Payments (if any) that have been Allocated to the currently displayed Bill.

You may Double-Click any listed Payment item to open the associated Payments Form

The Purchase Date for Bills may not be reset to a Date within a  Period that has been Closed!

 

A new PO Number field has been added which identifies the Purchase Order Number from which the Bill was generated.

 

For General Ledger System Users: The General Ledger Transactions (automatically posted in the background) for a Selected Detail Line Item of a Bill may be displayed whenever required.

To do so, Double-Click the appropriate Detail Line Item.

The GL Transactions Form will list each Debit and Credit required to post the Selected Detail Line Item.

Accounts Payable System

Bank Reconciliation

The Bank Reconciliation Form, upon completion of a Reconciliation Procedure, will now display the Bank Reconciliation Summary report automatically.  

This Reconciliation Summary report may be viewed, printed, and/or printed to a file where it may be saved as a PDF file.

Each completed Bank Reconciliation data set is stored in the new Bank Reconciliation History tab on the Bank Form.

Accounts Payable System

Sale-Purchase Items

A new AR Taxable? field has been added to the Sale-Purchase Item Form - replacing the original Taxable? field.

A new AP Taxable? field has been added to the Sale-Purchase Item Form - thus allowing Purchases and Sales to be identified as Taxable (by default) independently.

 

 


Service Tracking System

Service Requests

Completing a Service Request

The Comment field on the Service Request Form may now accept an entry of up to 500 characters.

Salesman - A Salesperson may now be identified on a Service Request.  

oWhen assigning a Salesperson to a Service Request, only those Employees whose Employee Type is identified as either Sales or All will be available (in the Drop-Down Selection Box list) for populating the Salesman field.

A new Show Total Button is now available when Completing a Service Request.

oClick this Show Total button to display the Estimated Invoice Total dialog which includes the Labor + Mat.\Inv. + Misc. Service Request charges, plus any applicable Sales Tax.

Invoice\Materials entries may be pre-approved in the Generate Invoices dialog, then that created Invoice will be itemized accordingly.

If a modification of a Service Request which has been Invoiced and/or marked as Completed is necessary an Authorize Transaction dialog may be displayed in which case the User must Specify the reason for the Modification. Work Order has been Completed or Invoiced! - The User must then Confirm that these changes are required by Clicking the Yes button and a record of these changes will be posted to the Changes History for this Work Order

A new View History Icon on the Work Order Options bar provides access to the Changes History for the Work Order.

Service Tracking System

Inventory Tracking & Job Costing

Service Request

Installation List tab

Job Costing

Inventory List

When the Service Request was created from a Job, and as part of that Job Costing information an Inventory List was created, the new Pick From Job option becomes active.

The Pick From Job option will import that Inventory List into the Installation List tab of the Service Request Form.

Service Tracking System

 

Service Types

The revised and enhanced Service Types Form now provides these additional features and functions:

Sub-categories of the Service Type (any number of which may be defined for each Service Type) called Service Categories.

Identification of the Technician Skills that would normally be required to successfully complete any Service Request (Work Order) which has been assigned this Service Type.

When a Service Request is assigned a Service Type having one or more required Technician Skills identified, those Technician Skills are automatically inserted in the Required Technician Skills tab of the Service Request Form.

When a Service Type is assigned to a Work Order, the preset Priority Level of that Service Type is inserted into the Priority field of that Service Request Form.

Service Tracking System

Technician Scheduling

The Technician Scheduling Form has been substantially enhanced with new Actions, Filters and Columns options on the Pending Work Orders Listing, and greatly improved Filtering Capabilities for quickly selecting the Technicians to be displayed within the Technician Schedules (Day View) section.

The Action Search function now has the Subscriber ID and Work Order Condition as searchable options.

 

Normal operation provides that only thoseTechnicians with the selected Skills chosen using the Tech Skills Icon on the Technician Scheduling Form will be included in the Technician Schedules section - whether or not they have existing Appointments entered for the selected Schedule Date.

Now, to revert the listed Technician Schedules section to those Technicians previously selected from the Visible Schedules dialog, simply Un-Check all of the selected Technician Skill(s) chosen in the Tech Skills list.

Service Tracking System

Work Order Invoicing/Review

Work Order tab

A new Installed Equipment button has been added to the Work Order tab on the Work Order Invoicing/Review Form.

Any Inventory Items identified within the Inventory\Materials tab on the the Work Order Invoicing/Review Form may be recorded in the Installed Equipment Form for the Subscriber whose Work Order is being reviewed by using the Add Installed Equipment dialog which is displayed by Clicking the new Install Equipment button located at the bottom of the Work Order tab.

 

 


Inventory Tracking & Job Costing

Company Settings

The Company Settings Form accessible from the Company tab of the User Options Form now has a Confirm Negative Inventory setting which, by default, is set to False ("F")  

When the ConfirmNegativeInventory option is set to True ("T"), if an Inventory item is used in the Job Costing Form's Inventory tab, entered in the Inventory\Materials tab of a Work Order, added to an Invoice, or included as a Proposal Item on a Proposal and then converted to an Invoice - and the addition of  the Inventory item would result in a negative Quantity on Hand value for that Inventory item, a Pop-Up Negative Inventory Warning will be displayed.

To turn off this Pop-Up Negative Inventory Warning feature again, set the ConfirmNegativeInventory option to False ("F").

Inventory Tracking & Job Costing

Legacy Job Costing

Inventory Options tab

User Options

If Legacy Job Costing records exist within the MKMSdefault database, the following fields will be displayed in the Inventory Options tab of the User Options Form but may not be modified, otherwise, these fields will not be displayed at all.

Last Job No. - No longer Used - This was a Legacy Job Costing function where the next Job Number to be assigned could be specified by entering  the Last Job Number that was used (or what you wanted to represent as that last number thereby identifying what the next number should be).

Labor Rates: - No longer Used - This was a Legacy Job Costing function where the Labor Rates defined below would represent the Hourly Rate that is Invoiced to a Subscriber - with those Labor Rates being calculated based on the set of Technician Skills that would be required to complete a specific type of Job Task assignment.

oStandard Labor Rate - Represents the minimum labor rate that will be charged.

oPro. Labor Rate #1 - Represents the minimum Professional level labor rate that will be charged.

oPro. Labor Rate #2 - Represents the second level Professional level labor rate that will be charged.

oPro. Labor Rate #3 - Represents the highest level Professional labor rate that will be charged.

Inventory Tracking & Job Costing

Inventory Item

Inventory Valuation Methods

Sale-Purchase Item

Calculate Average Item Cost

When entering a Sale, if an Inventory Item entry creates a Negative On Hand Quantity for the selected Inventory Item, a Negative Inventory Warning message will be displayed.

A Retail Labor Rate field has been added to the Sale-Purchase Item Form.

A new AP Taxable? Check box has been added to the Sale-Purchase Item Form

There are now three Inventory Valuation Methods:

1.Price In

2.LIFO

3.Average Inventory Cost

A new Calculate Average Item Cost function is added to support the Average Inventory Cost Inventory Valuation Method.

 

If an Inventory Item is entered, and saved, and subsequently a User attempts to Remove this Inventory Item Check mark:

A Warning will be displayed.

Un-Checking the Inventory Item box requires confirmation because the Sale-Purchase Item will no longer be considered (or tracked as) an Inventory Item

The ramifications of removing the Inventory Item Check mark are itemized within a new Warning dialog.

 

 


General Ledger System

General Journal Listing

The General Journal Listing now provides:

On a month by month (or selectable Date Range) basis - a report of all or specified (i.e., by Bank, Amount or General Ledger Account Number) Financial Transactions that were manually entered using the General Journal Form.

On a month by month (or selectable Date Range) basis - a report with the option to be created based on a specified Division or Division Group.

A Division column.

General Ledger System

General Ledger (New Reports)

Balance Sheet

Income Statement

 

A new General Ledger (New Reports) sub-menu with a Balance Sheet and an Income Statement option has been added to the General Ledger Reports Menu.

1.The New Balance Sheet dialog - which by default reports Account Balances for All Departments and All Divisions for a selected Month and Year - also provides filters for limiting the report to User specified Division's and/or Department's Account Balances - for the Company's Asset, Liability and Equity Account Balances.

These Balance Sheet Account Balances can also (optionally) be Grouped by Division and/or Department.

2.The New Income Statement dialog - which by default reports Account Balances for All Departments and All Divisions for a selected Month and Year - also provides filters for limiting the report to User specified Division's and/or Department's Account Balances of the Company's Sales and Expenses.

General Ledger System

Profit & Loss Comparison

The Profit & Loss Comparison report, which compares the results of a selected Year to the Year immediately prior, now may report by Year, or by a specified Month / Year combination, and for All or a set of (one or more) Departments and/or Divisions.

General Ledger System

General Ledger Detail Report

The General Ledger Detail Report dialog and the information presented within the General Ledger Detail Report has now been improved to make it more usable by including:

An option to exclude the Balance Forward Value.

A Drop-Down Selection List is provided to Choose a specific General Ledger Account to be individually reported.

The Bill's Invoice Number (instead of the Bill ID)

The Receipt's Check Number (instead of the Receipt ID).

General Ledger System

Account Register

The new Account Register Form allows a User to locate and select a range of General Ledger System Financial Transactions, look up the original document that created the Financial Transaction and print (and/or export those transactions) to a report containing only those specifically selected Financial Transactions.

A new Filter tab for specifying the Date Range, Division(s), Department(s), associated Document Types (e.g., Refunds, Sales, Bills, Payments, Bank Transactions), General Ledger Account(s), Transaction Types (e.g.,General Journal Entries, Payroll Imports, Inventory Adjustments), and/or for whom those Financial Transaction were created (i.e., Subscribers or Vendors).

General Ledger System

Budget Adjustment

The new Budget Adjustment Form is used to modify Budget Line Item(s), as needed, to refine the Budget Calculations that were created using the Budget Declaration Form.

General Ledger System

Budget Declaration

The new Budget Declaration Form is used to initialize, and subsequently produce the Budget Calculations required to create the Budget Declaration:

General Ledger System

Budget Report

The new Budget Report provides a summarized Budget versus Actual listing of Sales and Expenses related General Ledger Transactions for the Current, the Quarter To Date and Year To Date Periods, based on the Options that are selected.

General Ledger System

Quarterly Comparison

The new Quarterly (Budget) Comparison report provides Budget versus Actual listing of Sales and Expenses related General Ledger Accounts for the selected Year and optionally, filtered for a Specific set of (one or more) Departments, based on the Options that are selected.

General Ledger System

General Journal

General Journal Template

As each additional General Journal Transaction is entered, the Description for that new entry will default to the Description of the most recent previous entry.

The General Journal Form now has a Division column.

The General Journal Template Form now has a Division column.

General Ledger System

Income and Expense Chart

The revised Income and Expense Chart report provides a Bar Chart and Legend of the Company's Income and Expense Totals by comparing the results of a selected range of Years spanning up to ten Years, or comparing a range of Months spanning up to five Years, and now optionally with the reported limited to a selected Department or a selected Division, if desired.

General Ledger System

Yearly Income Statement

The new Yearly Income Statement presents a detailed Profit & Loss Statement for a specified calendar Year for All, or a specifically selected set of (one or more) Departments and/or a specified Division.

General Ledger System

Profit & Loss Statement

Profit & Loss Comparison

The Profit & Loss Statement now report by All or a set of (one or more) Departments and/or Divisions.

The Profit & Loss Comparison now may report by Year, or by a specified Month/ Year combination, and for All or a set of (one or more) Departments.

General Ledger System

General Ledger Accounts

Departments

Filter - Because certain General Ledger Accounts and/or Departments may no longer be in use, an Account and/or Department may now be marked as Inactive  

When viewing this General Ledger Accounts or the Department Form the User may  now specify whether to see All Accounts/Departments, only Active Accounts/Departments, or only Inactive Accounts/Departments, as needed.

General Ledger System

Profit & Loss with Budget Comparison

The new Profit & Loss with Budget Comparison report (also referred to as an Income Versus Budget Report) compares Revenue to Expenses for All or a selected set of (one or more) Departments and/or Divisions, for the Current Month and Year to Date, or optionally for a selected Month and Year to Date; reporting the Budget Variance for each General Ledger Account.

General Ledger System

Yearly Balance Sheet

This Balance Sheet report provides a Yearly Balance Sheet (i.e., a report listing the Assets, Liabilities and resulting net Equity for a specified Year) for any (User Selectable) Year within which Financial Transactions have been posted after the Set-Up Wizard for the General Ledger System was successfully executed.

General Ledger System

General Ledger Setup Overview

Once the General Ledger System is operational, if - for whatever reason - the Trial Balance becomes "Out of Balance", a Warning Message will be displayed at Login  when the User who has Logged In is either an Administrator (Admin) or has been granted the Super User Authority.

 

 


Central Station Monitoring

Automated System Action Plans Service

Central Station Data

Action Plans

The new Automated System Action Plans Service ("MKSASP") application provides an Action Plan Processing Engine which is used to execute a specific set of predefined instructions (Action Steps) in the background - with no Operator action required.

These Action Plan Action Step instructions will be performed for a Subscriber only when the Central Station Monitoring module receives a specified Alarm Condition Code previously identified within the Action Plans tab on the Central Station Data Form

This the Action Plans section on the Central Station Data Form is now permanently visible.

Therefore, the Action Plans section on the Central Station Data Form provides the ability to identify specific Alarm Condition Code(s) which, when received at the Central Station from the currently selected Subscriber, will not be processed by the Operator, but instead will be processed in the background (using the Action Steps defined in the designated Action Plan) by this Micro Key Key Solutions Automated System Action Plans Service ("MKSASP").

Typically, this feature will be used to Automate the Notification process when only the Subscriber, one of their People To Call, and/or their Alarm Dealer needs to know when a designated Alarm Condition Code was received at the Central Station.

The Action Steps performed for all of the Signals processed by the MKSASP application are stored in the Subscriber's Alarm History file.

The Action Plans section on the Central Station Data Form is now permanently visible.

 

New Action Plan Action Steps

Email Contacts - Send an Email reporting this Alarm Signal to any Email address entered in the Communications tab of the Subscriber's People To Call record(s).

Email Dealer Contacts - Send an Email reporting this Alarm Signal to any Email address entered in the Communications tab of the Dealer's assigned Call List of People To Call record(s).

Email Alternate Contacts - Send an Email reporting this Alarm Signal to any Email address entered in the Communications tab of the Subscriber's Alternate Call List People To Call record(s).

 

New CS Commands tab on the Central Station Data Form now provides the ability to define specific Commands for an Operator to display a Web Site or run an Application to use while Processing an Alarm Signal for this Subscriber.

Once any CS Commands are defined for a Subscriber, the Operator will see a Command option on the top right of the Signal Processing Form that offers a Drop-Down Selection List of the Web Site(s) and/or Application(s) defined for that specific Subscriber.

Central Station Monitoring

Central Station User Options

General tab

 

The General tab within the Central Station Options tab of the User Options Form is where control over the length of time an Alarm Signal may be placed On Hold as the initial processing of an event is being Completed.

On Hold Max (Minutes) - This is the setting that defined the maximum number of minutes MKMSCS will allow an Alarm Signal to be placed On Hold.  

An Operator may increase the On Hold default number up to the number defined here (which may now be up to a maximum 720 minutes - 12 hours).

Central Station Monitoring

Understanding CSIDs

A CSID may now consist of a combination of the following three elements which may be up to a total of 40 characters in length:

Prefix - An optional Prefix with up to a maximum of 12 characters.

Base - The actual "Base" CSID (the account number programmed into the Control Panel) which may consist of up to 19 numbers.

Suffix - An optional Suffix with up to a maximum of 9 characters - but if only 9 characters are used in the Prefix, as many as 12 characters may be used for the Suffix.

Central Station Monitoring

CSID Generator

Create Mass Accounts

Subscriber Panels

A new CSID Generator Form provides the ability to identify, maintain, and increment a CSID numbering sequence, Prefix and/or Suffix combination which may then be used:

To automatically insert the appropriate next available CSID when defining an Account in the Subscriber Panels section of the Central Station Data Form.

To properly Create Mass Accounts with the appropriate Prefix, Suffix and incremented base CSIDs.

To set the CSID's length (using the "Fill to" option).

Central Station Monitoring

Create Mass Accounts

Understanding CSIDs

CSID Generator

The revised Create Mass Accounts Form now supports the 40 character CSID which includes the Prefix and Suffix options - see the Understanding How CSIDs are Constructed chapter for that explanation - and uses the new CSID Generator to assign the appropriate CSID numbering sequence.

Central Station Monitoring

Condition Codes List

The Condition Codes List now includes a Priority Level and an Action Plan column.

Central Station Monitoring

Subscriber Entries

The Subscriber Entries Form changes & additions:

When an Account is displayed which is currently Off Line, it now has an **** Account Offline  **** message at the top of the Form and paints the background color of its Quick Access menus in Yellow.

The Contact Information section of the Subscribers Form

Central Station Monitoring

Town Codes

Central Station Data

The redesigned Town Codes Form now has a Register Check box (indicating the Alarm Systems must be registered with the local Government responsible for providing response services, and also contains a PD Permit and an FD Permit field that corresponds to the new PD Permit # and FD Permit # fields on the Central Station Data Form.

 

The Central Station Data Form changes:

Action Plans tab - Located on the top right of the Central Station Data Form, the Action Plans tab provides the ability to identify specific Alarm Condition Codes which, when received at the Central Station from the currently selected Subscriber, should be processed by the Operator using the designated Action Plan.

If a PD Permit and/or FD Permit box is Checked in the Town Codes Form, those Subscribers assigned to that Town Code must have the corresponding Permit Numbers entered (those fields become Mandatory) on the Central Station Data Form.

OC Supervised - Originally a Check box, this field now has a Drop-Down Selection List with four options which - based on the one selected - will determine the type of Opening and/or ClosingSupervision that will be required for this Account:

1.Open

2.Close

3.Both

4.None

Implementation of this feature requires that SPA Version 1.0.28.399 or greater, and MKSAlarmProcSvcs v.6.1.0.11 or greater as well as MKSReceiverSvcs v.6.1.0.15 or greater.

Central Station Monitoring

Medical Information

The Meds Location field on the Medical Information Form (which  identifies where the Client normally keeps their medications) has been expanded to a length of 50 characters.

Central Station Monitoring

Sub Info (F2)

The revised Sub Info (F2) Form now displays the UL Grade Time Requirement (instead of a Letter Grade), and the PD Permit # and FD Permit # information, when available, is included also.

The Operator may now Press F2 while Processing an Alarm Signal, presenting the Subscriber record of the premises currently displayed on the Signal Processing Form.

Central Station Monitoring

Manual Signal Entry

Alarm Stack (F8)

The Manual Signal Entry feature is now available within MKMS by Pressing the same F7 function key.

The Manual Signal Entry Form now uses Server Time when the Use Default Date / Time box is Checked, and when the Time and Date are entered manually, Server Time will be the default.

The Alarm Stack (F8) Form has been substantially updated to better conform with the design of the other Forms within MKMSCS.

Central Station Monitoring

On Test (F5)

Place an Account On Test

When Placing an Account On Test:

If the new OverrideDropDownList option is set to True ("T") in the Company Settings dialog accessed from the Company tab on the User Options Form, the Operator may override the list of existing Signal IDs with a free form entry which is particularly useful when first testing a new or revised installation.

Additional Panels - If all of the Additional Panels are to be put On Test - you may now Check the new Select All box at the bottom of this section

An Account (Subscriber) with no CSID defined in Subscriber Panels can no longer be selected.

Central Station Monitoring

Temp Notes

The Temp Notes dialog may now be accessed (with Shift+F5) by an Operator while Processing an Alarm - even if there are no Active Temp Notes - if She/He needs to review previously entered Temp Notes information.

Central Station Monitoring

CSID Zones

CSID Zones Override

A new Ignore Zone Description field has been added to the CSID Zones and CSID Zones Override Forms

Check this Ignore Zone Description box to not use the Description field information when this CSID Zone ( & Override) is displayed for an Operator.

Central Station Monitoring

Subscribers Panels

Panel Options - If required, Click this field to display its Ellipse, then Click that Ellipse to open the Panel Options dialog.

Update Area? - Check this box to have SPA update the Area information based on data transmitted within the specific packet information received with a Signal.

Update Zone? - Check this box to have SPA update the CSID Zone information based on data transmitted within the specific packet information received with a Signal.

Update User? - Check this box to have SPA update the User ID information based on data transmitted within the specific packet information received with a Signal.

Note: Currently, this is only required when a DMP Receiver is being used.

Central Station Monitoring

Company

Company Settings

Two new options in the Company Settings Form accessible through the Company tab of the User Options Form are available:

1. Enable the Restart Action Plan from On Hold feature:

By default, the RestartActionPlanFromOnHold Company Settings option is set to False ("F") and so if an Operator is Processing an Alarm, being guided by an Action Plan, and (s)he must put that Signal On Hold, when that Signal is retrieved from the Alarm Stack for further processing, it will revert to the Operator Guided Response processing methodology.

If this RestartActionPlanFromOnHold option is set to True ("T"), Processing will revert back to the beginning step defined in that Action Plan.

 

2. When Placing an Account On Test,

If the new OverrideDropDownList option is set to True ("T") in the Company Settings dialog accessed from the Company tab on the User Options Form,  the Operator may override existing Signal IDs with a free form entry which is particularly useful when first testing a new or revised installation.

Central Station Monitoring

Alarm History

CSIDs - Using the Drop-Down Selection Listprovided in the CSIDs field on the Alarm History Form, you may now Choose the appropriate CSID (or the new option of [All]) for the Selected Subscriber.

Central Station Monitoring

Temp Notes

Passcode Search

The Operator may now (re-)open the Temp Notes dialog while Processing an Alarm - even if no active Temp Note is in effect - by Pressing Shift+F5.

Within MKMS, the Passcode Search dialog is now accessible from the Main Menu by Selecting the Maintenance Menu then Choosing the Central Station sub-menu and Clicking Passcode Search (or by just Pressing Ctrl+F5).

Within MKMSCS, the Passcode Search dialog is now also accessible by Pressing Ctrl+F5 (the old Ctrl+F6 combination has been discontinued).

Central Station Monitoring

Subscribers with No Contract

The Subscribers with No Contract report now includes the Primary CSID (immediately below the Subscriber's Name) for each Account that is included in the report.

Central Station Monitoring

Active / Passive Accounts

The Active / Passive Accounts report now supports the selection of  a set of (one or more) specified Dealer's Accounts to be reported.

Central Station Monitoring

Alarm History Summary by Dealer

The revised Alarm History Summary by Dealer report now provides the ability to Choose one, or more than one Alarm Dealers whose Alarm History is to be reported

Central Station Monitoring

All Events Report

The All Events Report report now provides the ability to limit this report to a specified set of (one or more) Condition Codes,

Central Station Monitoring

Alarm Activity Report

The revised Alarm Activity Report now provides for the selection of All, One or More than One of the following information types when defining which Signal(s) will be included in the report:

Alarm Dealers

Condition Codes

Selected Subscribers' CSID

All CSIDs for Selected Subscribers

 

Suppress Waiting Signals - To prevent the Alarm Activity Report from pausing while the Status of a Signal is changing (i.e., currently being processed), Check th new Suppress Waiting Signals box.

Central Station Monitoring

Call List Verification Report

The revised Call List Verification Report dialog now provides the selection of All, One or More than One of the following information types when defining which Subscriber's People To Call information should be listed:

CSIDs

Dealers

Central Station Monitoring

Dealer Breakdown Report

The revised Dealer Breakdown Report dialog now provides for the  creation of the report with a User Defined selection of All, One, or More that One Dealers.

Central Station Monitoring

Defining an Action Plan

When Defining an Action Plan, you may now add the Action of sending an Email reporting the Alarm Signal to the Email address entered for the selected Contact (People To Call record).

Central Station Monitoring

Subscriber Information Form

The printed Subscriber Information Form will now include the Notification List when the CSID Zones option is selected.

If a specific User # is assigned to an Event, that information will now be included on the Subscriber Information Form if the Events option is selected on the Options tab.

The Subscriber Information Form now includes Alternate Events information if an Alternate Events CSID has been defined (see the Subscriber Panels chapter for more information).

Central Station Monitoring

Excessive Signals Report

The Excessive Signals Report now provides the ability to create a Specific User Defined set of (one or more) Alarm Dealers' Accounts - rather than only One Dealer - on which to report those Excessive Signals.

Central Station Monitoring

Failed To Test Report

The Failed To Test Report now provides the ability to create a Specific User Defined set of (one or more) Alarm Dealers' Accounts - rather than only One Dealer - on which to report Test Failures.

Central Station Monitoring

History By Resolution Code

The History By Resolution Code report now provides the ability to limit the reported Resolution Codes to a User Defined set of (one or more) Resolution Codes:

Central Station Monitoring

Invalid Phone Numbers Report

The Invalid Phone Numbers Report now provides the list of Invalid Telephone Numbers for All, One, or a User Defined group of Alarm Dealers, as needed.

Central Station Monitoring

Non-Restored Alarms

The Non-Restored Alarms report now provides the list of those Non-Restored Alarms for All, One, or a User Defined group of Alarm Dealers, as needed.

Central Station Monitoring

Zone Test Verification Report

The revised Zone Test Verification Report now provides the selection of All, One or More than One of the following information when defining which Signal will be included in the report:

Alarm Dealers

Selected Subscribers' CSID

All CSIDs for Selected Subscribers

Central Station Monitoring

Online/Offline Report

The revised Online/Offline Report now provides the selection of Accounts for specified Dealers, All Accounts, Dealer Only Accounts or Local Only Accounts.

Central Station Monitoring

Open Close Report

The revised Open Close Report now provides for the selection of All Accounts, for a set of one or more specified Subscribers, or for a set of one or more specified Dealers,

Central Station Monitoring

Still Opened or Closed Report

The revised Still Opened or Closed Report now provides for the selection of All Accounts, or for the Accounts who are being monitored by any Alarm Dealer within a set of (one or more User specified) Dealers.

Central Station Monitoring

Panels With No Signals Since

The revised Panels With No Signals Since Report now provides for the selection of Accounts who are being monitored by any Alarm Dealer within a set of (one or more User specified) Dealers.

Central Station Monitoring

Condition Code History

The new Condition Code History report lists the number of Signals by Condition Code in descending order by volume, and offers a Summary or Detail version (which may be sorted by Control Panel Type or CSID), for All, or a Specified set of (one or more) User Selected Condition Codes.

Central Station Monitoring

Processing an Alarm

Completing the Alarm

When Processing an Alarm, as the Operator is Completing the Alarm, if there are Related Alarms associated with the Subscriber whose Alarm Signal is being completed, the revised Complete Signal dialog will be displayed with the new CSID field now expanded to accommodate much longer CSIDs

Central Station Monitoring

Contacts

General tab

Comments tab

Picture tab

The Picture tab is located on the Contacts tab as a sub-tab next to the General and Comments sub-tabs on the Contacts tab at the bottom of the Signal Processing Form.

The image that is displayed on the Picture tab is saved in the Image tab on the People To Call Form.

The General tab now holds the Page and Email buttons, and the Comments tab has a Red Asterisk indicator to alert the Operator that a Comment has been defined for the selected Contact.

The Call Resolution button has been related.

 

 


SPA

Central Station Monitoring

Various Signal Processing enhancements and specific Receiver Driver improvements are included with this release:

IP Port Receivers - Added prot number to SPALogFile.Log entries for IP Port Receivers

SIA - Implemented 4 digit points

SIA - Implemented support for "Split Package"

DMP - Caller ID now supported using Contact ID

Geo Tag - Permissions created when SPA is started.

 

 


Communications Module

Communication Module

Communication Module Service

Scheduled Reports

Various corrections and improvements have been implemented:

ReportEmail2 performance has been increased and a misdirected Email issue has been corrected.

ReportEmail2 now has access to all of the Reports available for ReportEmail1

Enhancements and corrections added to both the original Communication Module and the newer Communication Module Service

The Scheduled Reports Open and Close report has a new option for including Zone Descriptions.

The Use Customer Time option - which is available on the Alarm Activity Report in MKMSCS - is automatically turned on when the Alarm Activity (Scheduled Report) is printed through the Communications Module.

The Scheduled Reports option on Opening & Closing Reports for Print 'Empty' Report if No matching Data Found, when selected (Checked), will still print the Report Title and Dealer's Name and Address for any "no data" situations.

Central Station Monitoring

Communication Module

Subscriber Information Form

The printed Subscriber Information Form will now include the Notification List when the CSID Zones option is selected and the Communication Module is registered.

 

 


Dealer Access Module

Dealer Module Client

When a Dealer's Technician places an Account On Test using the Account Testing Information Form in the Dealer Module Client, that action now records a Signal ID = A131 Description = Account set to offline in the Subscriber's Alarm History.