Program Module(s) Affected

Chapter Links

Description of the Enhancement

MKMS STARK

Various Reports presented in a data grid

For some time: A data grid may be separated into Groups based on a selected column's Header Name by Dragging & Dropping a Header Name to the Drag a column here to group a column area above the data grid's Header.

▪Then, to cancel the Grouping, the User would Drag & Drop the selected Header Name back to the Header itself.

▪Now if this data grid is closed when Grouping is still in effect, once reopened, in most cases the previously established Grouping will still be in effect.

MKMS STARK & MKMSCS UL

Security & Access Management

Central Station Monitoring

Employee Hired/Terminated

UL 1981 Third Edition

Installation Requirements

This is the new Employee Hired/Terminated report (documented to comply with the Third Edition UL® 1981 Standard) provides a list of the Company's Employees is displayed in a functioning Grid dialog with an Employee Trace Form Title:

▪It provides a list of the Employees - retrieved based on their Hire, Termination, or original Entry Date - that is displayed in Grid format and so may then be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.

Security & Access Management

Employee Hired/Terminated

The Employee Hired/Terminated report is presented as a fully functioning Grid dialog with an Employee Trace Form Title:

▪It provides a list of the Employees - retrieved based on their Hire, Termination, or original Entry Date - that is displayed in Grid format and so may then be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.

Accounts Receivable System

Service Tracking System

Inventory Tracking/Job Costing

Proposal

Job Task tab

Work Order

Job Task

There is a new Include Proposal Comment field in each Detail Line Item on the Proposal Form's Job Task tab.  

▪When the existing Create Work Order? box in the Job Task tab is Checked on the Detail Line Item, and this new Include Proposal Comment box is also Checked, then:

▪Should this Proposal be Converted to a Job Costing entry, the Work Order created for the Job Task in the Job Costing System will have this Proposal Form's Comments entry inserted into that Work Order's Comment field.

Service Tracking System

Installed Equipment

There is the new Installed Equipment dialog which is a fully functioning Grid dialog that provides a list of the Equipment previously identified as Installed Equipment for each Subscriber which may then be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.

Service Tracking System

Company Options

A new Check Date Requested After Sub Sale Date option is available - By default, the CheckDateRequestedAfterSubSaleDate option is set to True ("T")

▪When set to True ("T"), the program will confirm that the Requested On Date entered on a Work Order is on or after the Sale Date entered in the Service section of the Subscriber Edit View.

▪When set to False ("F"), the program will not make that comparison.

Prospect Tracking

Accounts Receivable

Proposal

Job Task tab

There is a new Proposal Net Balance Remaining field on the Proposal Form's Job Task tab

▪This system maintained field will display an Amount representing the sum of all the Job Tasks identified in this Job Task tab.

Accounts Payable System

Purchase Orders

▪A previously assigned Work Order Number may be removed by Clicking on the new Work Order Delete box.

Prospect Tracking

Accounts Receivable

Account Approval Types

This is the new Account Approval Types Maintenance Form which is used to define those Action Steps that will/may be required when a Proposal is reviewed in the New Account Approval Form (see below).

Prospect Tracking

Accounts Receivable

New Account Approval

This (new) New Account Approval dialog provides a list of those Proposals which have been entered by a Salesperson via MKSales or from within MKMS.

▪The Account Approval functions works as follows:

a)A Salesperson has created a Proposal using MKSales or from within MKMS.

b)That Salesperson has submitted the Proposal for approval via MKSales or it was created directly within MKMS.

c)Regardless of where it was initially created, it is now a Proposal which is pending approval from both that Prospect or Subscriber, and from your Company's Sales Manager.

d)Therefore, that Proposal is automatically inserted into this New Account Approval Form.

▪Convert - This option on the New Account Approval dialog offers two Conversion processes, depending on whether the selected Proposal was submitted to a Prospect or an existing Subscriber:

1.If the selected Proposal is associated with a Prospect, this option will allow the User to Convert a selected Prospect to a Subscriber (See the Convert a Prospect to a Subscriber chapter for the instructions covering how to Convert a selected Proposal to a Subscriber record and ultimately an Invoice, Installation Order, or Job Costing record).

2.If the selected Proposal is associated with a Subscriber, this option will allow the User to Convert a selected Subscriber's Proposal directly into an Invoice, Installation Order, or Job Costing record (See the Converting a Subscriber Proposal chapter for the instructions covering how to Convert a selected Proposal into an Invoice, Installation Order, or Job Costing record).

Job Costing System

Accounts Payable System

Credit Card Register

You may now Record an (emergency and/or unscheduled) "in-the-field" Credit Card charge in the Credit Card Register Form:

▪It's not unusual for a Technician to have to buy miscellaneous Job Expense Items while still "in-the-field", and often he/she has to pay for them immediately using their Company Credit Card,  

▪When an unscheduled Job Expense for a Commission, Expense, Material, and/or Sub Contractor is incurred "in-the-field" and that Job Expense was paid at the time of purchase with a Company Credit Card, that Job Expense may now be recorded as a Credit Card charge directly into this Credit Card Register with the associated Job Number inserted in this JobID field.

▪This Job Expense will also be recorded in the related Job tab (i.e., Commission, Expense, Material, and/or Sub Contractor) with a Credit Card Register ID ("CC Reg. ID") for a cross-reference.