STARK Update 8256 & 8258

❑Welcome to the Summary Page with the New Features in the MKMS Version 5.1.35.8256 through 5.1.35.8258 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

MKMS STARK	Contact	New Contact Icons on the Subscribers Form (and the Prospects Form) now display the Contact dialog from while the User may Phone, Page, Text, and/or send an Email to that location.

Accounts Receivable	Documents	The Subscriber (Prospect, and Vendor) Form's Documents options have a revised where the Add Document dialog only allows for the specific identification of the File Location to be added or a URL and has discontinued the Embedding of the actual Documents within the SQL Database
Accounts Receivable	Create Receipt and Allocate	There is a new Receipt Icon on the Invoice Form ▪Click the Receipt Icon on the Invoice's Ribbon Menu to open the Create Receipt and Allocate dialog in which a payment from the Subscriber may easily be posted and allocated in one step by using this Create Receipt and Allocate Form
Accounts Receivable	Cash Receipts Report	A new Transaction Type option with three choices has been added to the Cash Receipts Report i.All - Include all of the Receipts that match the User set Parameters (the default) ii.Auto Draft - Include all of the Receipts that match the User set Parameters and were posted using the Auto Draft process iii.Daily - Include all of the Receipts that match the User set Parameters and were posted using the Fully Automated Recurring Revenue Billing process
Accounts Receivable	Payment Method - Credit Card	The Enter/Edit Credit Card Form has been updated as follows: ▪Card Holder's Name MUST be what is embossed/printed on the Credit Card itself, ▪Only alphabetic characters are permitted (and so in many cases the existing entry will need to be modified) ▪Therefore, no numbers and/or punctuation marks are permitted (e.g., "2", "5", ",", ".", "-")
Accounts Receivable	Payment Method - Bank Account	The Enter/Edit Bank Account Form has been updated as follows: ▪Account Holder's Name MUST be what is shown on the Bank Statement itself, but only alphabetic characters are permitted (and so in many cases the existing entry will need to be modified) ▪Therefore, no numbers and/or punctuation marks are permitted (e.g., "2", "5", ",", ".", "-")
Accounts Receivable	Pay Method List	There is a new Pay Method List (Report) that is a fully functional Data Grid which provides a list of the Payment Methods that have been entered for your Company's Subscribers. ▪This is a multi-purpose report which helps to identify anomalies in data entry, verify data entry, confirm what and from where Payment Methods were entered within a specific Date Range,
Accounts Receivable	States	There is a new States Maintenance Form which is installed pre-populated, but new records may be added. ▪It will be used in conjunction with the Credit Card Surcharge feature to identify those States and Territories which allow/forbid a Credit Card Surcharge
Accounts Receivable	Payment Methods Setup	▪When setting the Auto Draft field to Yes in the Receivables section of the Edit View of the Subscribers Form, the system now first confirms that there is at least one Payment Method defined as the default. ▪When setting the Auto Draft field to Yes in the Payment Method Form, the system also confirms that there is at least one Payment Method defined as the default
Accounts Receivable	Documents	The Subscriber (Prospect, and Vendor) Documents option has a revised Add Document dialog which allows for the specific identification of the File Type to be added

Accounts Receivable Prospect Tracking	Proposal	A new Internal Notes Press (F9) for timestamped entry field has been added to the Proposal Form. ▪This field is used (in addition to the original Comments field) to record "Internal" notes and/or comments, has a new Time Stamp (F9) feature, and will not be printed on the actual Proposal. ▪Unlike the Comments field, it is not Rich Text Editor capable.

Service Tracking System	Technician Scheduling Pending Work Orders	There are two new fields and a new Icon located below the Ribbon Menu at the top of the Pending Work Orders section of the Technician Scheduling Form: ▪Start Date - Used to enter the first Date Requested Date to identify the Date Range for the Work Orders that should be included in the Pending Work Orders Grid. ▪End Date - Used to enter the last Date Requested Date to identify the Date Range for the Work Orders that should be included in the Pending Work Orders Grid. ▪Retrieve WOs - Click this Icon to retrieve the appropriate Work Orders.
Service Tracking System	Work Order Ribbon Menu WO Detail	WO Detail - The new WO Detail choice on the Print options selection on the Work Order Ribbon Menu opens the Work Order Detail dialog where a User may customize the results of this request
Service Tracking System	Service Options Sale-Purchase Item	If a Sale-Purchase Item has been designated the Default Sales Code on the Service Options tab of the User Options Form, it can no longer be designated as Inactive.
Service Tracking System Accounts Payable System Inventory Tracking	Parts List Work Order	There is a new Order Inventory dialog accessible from the Parts List tab of a Work Order Form ▪See the "Understanding the Order Inventory option on the Work Order's Parts tab" discussion in the Parts List tab chapter for more information

Accounts Payable System Inventory Tracking/Job Costing Service Tracking	Company Settings Sales-Purchase Item Purchase Order Work Order Inventory Tab	A.There is a new Restrict Vendor PO in the Company Settings Form- By default, this RestrictVendorPO option is set to False ("F") in the Company Settings Form and the previous "normal" behavior will be in effect ▪A Sales-Purchase Item (e.g., Purchase Category) may be associated with (e.g., belong to) a Sales-Purchase Item when any of these actions occur: 1)A Vendor is selected in the Sales-Purchase Item Form's Vendor field a)When chosen for the Vendor field, it populates the internal APID field in the SaleItem table 2)A Vendor is added to the Sales-Purchase Item Form's Vendor Item ID Grid a)When inserted into the Vendor Item ID Grid, it also creates a record in table Vendor Codes. B.If the RestrictVendorPO option is set to True ("T") the above actions are still in effect, plus: 1)When creating a Purchase Order for a Vendor, the User will only be able to pick from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor 2)From the Work Order Form, when creating a Purchase Order by Clicking the Order Icon, Work Order Ribbon Menu Order Icon a)The User is required to select a Vendor, then b)The Purchase Order Form will be limited to selecting Sales-Purchase Items that "belong" to that selected Vendor. 3)When the Order Inventory option is selected within the Part List tab on a Work Order Form, in the Order Inventory dialog, the User must Choose a Vendor and a Warehouse, after which the User will only be able to Order from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor 4)From the Item List sub-tab within the Inventory tab on the Job Costing Form, when the Order Inventory option is chosen an Order Inventory dialog is displayed in which the User must Choose a Vendor and a Warehouse, after which the User will only be able to Order from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor 5)From Work Order Invoicing/Review - When viewing the Parts List tab of a specific Work Order Form, if the Order Inventory option is selected within the Part List tab on that Work Order, in the Order Inventory dialog, the User must Choose a Vendor and a Warehouse, after which the User will only be able to Order from a list of the Sales-Purchase Items which have been associated with (e.g., belong to) that Vendor

Accounts Payable System	Pay Bill By Bank	Pay a Bill directly via E-Pay from within the Bills Form itself by using the Pay Bill By Bank option on its Action Menu
Accounts Payable System	Vendor Edit View of the Vendors Form F2 Vendor Search	There is a new Nickname field in the Edit View of the Vendors Form where a brief "nickname" for each Vendor may be created. This Nickname will be included in the F2 Vendor Search columns and on the main Vendor Form
Accounts Payable System	Purchase Orders Creating a Purchase Order	Purchase Orders may now be created for delivery to: i.Your Company Billing Address (the default Address entered in the Company Tab of the User Options Form) ii.A predefined "Ship To" address (explained in the Edit View on the Vendor Form chapter) iii.The address of an end-user ("Direct Sale" explained in the Creating a Purchase Order chapter) ▪All purchases will still be billed to your Company's Address.
Accounts Payable System	Documents	The (Subscriber Prospect, and) Vendor Documents option has a revised Add Document dialog which allows for the specific identification of the File Type to be added

Job Costing	Job Status	This new Job Status Form is used to define the Progress of Job Costing records (e.g., Status of the Job as it progresses from creation to completion) ▪The Job Status of a Job Costing entry is initially assigned when it is created, and then periodically updated as that Job progresses toward completion.
Job Costing	Item List sub-tab Inventory tab	The revised Item List sub-tab on the Inventory Tab of the Job Costing Form provides many capabilities (e.g., maintain a parts list and print it as needed, Order news parts, reserve parts for this Job, identify the parts that were "used").
Job Costing	Job Tasks Report	There is a new Job Tasks Report dialog which now provides a list (in a Grid format) of Job Tasks which may be filtered based on the Job Task's (1) Scheduled Start Date, (2) Start Date, (3) Estimated Completion Date, or (4) Completed On Date; and the list may include All Job Tasks, only Completed Job Tasks, or only Not Completed Job Tasks; all of which may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

Central Station Monitoring	Contact List Maintenance	The new Contact List Maintenance Form's tabs and sub-tabs provides an interface: 1.To design specific Contact Lists for specific Purposes, and 2.To design specific Contact Schedules for specific Days and Times, and Alarm Events, and 3.To assign a Contact Schedule to a designated Contact List or to an individual Contact (e.g., People To Call, Alternate call list, and/or Dealer call list member) Use Call Lists - By default, the new UseCallLists option is set to False ("F") in the Company Settings Form and the previous "default" behavior is in effect ▪If the UseCallLists option is set to True ("T"), the Contact Call List functionality is enabled. ❖Also see People To Call - (Contacts) and Call Order below for related information
Central Station Monitoring	People To Call - (Contacts) Call Order	The revised People To Call - (Contacts) tab still contains the names, telephone numbers, and other important information for the People To Call ▪Plus, it now includes a Call Order tab which now allows for the Re-Setting the Call Order of the existing People To Call: