This Help File Page was last Modified on 06/25/2013
❑Welcome to the Summary Page which describes the major New Features for the Millennium Series Interface 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.
❑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
Description of the Enhancement
❖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 Deferred Revenue dialog which will periodically calculate, distribute, and post Deferred and Earned Revenues to the appropriate General Ledger Accounts and the Transaction File.
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 she/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.
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 (i.e.,unfinished) Service Requests exist, their Service Contract has Expired) - except if the only open 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.
▪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").
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.
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.