Program Module(s) Affected

Chapter Links

Description of the Enhancement

Security & Access Management

Employee Groups

Password Field Access:

If your Company needs to restrict access to the Password field on the Central Station Data Form within the Monitoring tab, but still allow access to the other Fields on this Form, you may now simply remove the Check from the Password item in the Fields tab of the Employee Groups Form for the Central Station Form.

▪The result would be that no Employee assigned to this Employee Group would have access to that Password field.

▪In a similar manner, access to most of the other Fields on this Central Station Data Form may also be controlled.

➢Note: It is important to remember that when an Employee has specific rights assigned by using the User Access Rights Form, those rights granted or restricted by using the User Access Rights Form will override those granted or restricted on the Employee Groups Form!  

➢Make sure when restricting or granting any rights or access to a Form or a Field, that those restricted or granted rights are not negated in the User Access Rights Form

Security & Access Management

Change Password

Add/Delete Users

When the UL® 1981 Version is Registered (i.e., Active), the Company Settings CheckULPasswordRestrictions option is set to True ("T") to comply with Section 6.2.6 relating to Password Restrictions in the Third Edition UL® 1981 Standard

When the CheckULPasswordRestrictions option is set to True ("T") in Company Settings, the Password Requirement legend on the Change Password Form and the Add/Delete Users Form has been updated to more clearly identify those UL® requirements for password creation.

Security & Access Management

Employees Form

Personal Tab

E-Signature - There is a new Signature field on the Personal Tab of the Employees Form that provides the ability to store an Electronic Signature for an Employee. This Electronic Signature Form - where the Electronic Signature is actually created - is accessible by Clicking the E-Signature Icon.

▪This E-Signature Icon is only active when a User has been given the appropriate Access Rights to the Electronic Signature Form. 

▪These Access Rights are provided by including the Electronic Signature Form in the Employee Group to which the Employee is a member (in the Security Access Group field within the Security tab of their Employee Form), or by specifically adding the Electronic Signature Form to the User Access Rights Form for this User.

Accounts Receivable System

Subscriber Statements

A new "Enter Message for Email Statements Below" field has been added to the Subscriber Statements Dialog,

▪When some or all of the Statements are to be Emailed to Subscribers: this field is where you can now include a message in the Body of the Email sent with the Subscriber Statements, which may be based on the selected days Past Due, for a general note to remind them that their Statement is attached, and/or even a note about their Company Division (or Alarm Dealer).  

▪This message is sent in addition to the Note To Include On Statement message that will be included in the attached Statement itself.

Accounts Receivable System

RMR Rate Changes

The revised RMR Rate Changes report now contains these four additional columns:

CSID, Dealer, Division and Division Group.

▪These fields will be visible by default, but as with most Grid reports, the Users will be able to select the fields they want to display on the Grid by Clicking the asterisk (*) on the upper left hand corner of the Grid.

Accounts Receivable System

Cash Receipts Report

The Cash Receipts Report dialog has been updated with the addition of a Data View tab and an enhanced version of the Windows® Print dialog's Print to File option (available using the Print option on the Preview tab).

▪The User may now create a Spreadsheet ("XLS Data File") by Choosing Print to File, then selecting the Type: of XLS Data File, and indicating Where: that file is to be "written."

Accounts Receivable System

Inventory Tracking System

Inventory Replacement Value

There is a new Inventory Replacement Value dialog which lists those Sale-Purchase Items identified as Inventory Items with the associated On Hand quantities, Warehouse, replacement Cost, and Total (current) Value - presented as a Grid

Prospect Tracking System

Pipeline Analysis Report

A new Email column has been added to the Pipeline Analysis Report's data grid

Prospect Tracking System

Proposals (Grid)

A new Email column has been added to the Proposals (Grid)

Accounts Receivable

Prospect Tracking

Accounts Payable

Employee Form

Subscriber

Prospects

Vendor

Employee

A new Email option is now available on the Subscriber, Prospect, Employee and Vendor Forms; and as part of the Printing an Invoice, and/or Printing a Proposal process.

a)Click the Email option to open a pre-populated Email Dialog (e.g., using Outlook©, or another Email protocol) to send an Email to the Email Address associated with that Form

b)When an Email of an Invoice, or Proposal is sent, the appropriate document is attached to that Email as a PDF file.

Accounts Receivable

Prospect Tracking

Accounts Payable

Subscribers

Prospects

Vendor

▪The new Add or Remove Buttons option - accessed by selecting the Down-Arrow at the top of the Subscribers, Prospect, and Vendor Forms - will now allow the User to Customize the content of the new Quick Access Tool Bar on these Forms.

Accounts Payable System

Bills

Intermittently, MKMS was resetting the Balance Due shown at the top of the Bills Form back to the Gross Amount of the purchase after a modification was made to that Bill.

▪Now, the system sets the Balance Due = Gross Amount - Amount Allocated anytime a User modifies a Bill.

Accounts Payable System

Disbursements

The Disbursements Form has been enhanced with better error checking and information messages.

Accounts Payable System

Bank Reconciliation

To ensure that the Summary Amount and Count of Deposits and Payments are displayed properly on the Bank Reconciliation dialog, once the Reconcile column is Checked, these figures are now stored in a Reconcile Table Summary table.

Accounts Payable System

Bills

Credit Card Pay

Credit Card

Credit Card Register

In the Bills Form of a Credit Card Vendor, there is no longer an Insert, Delete, or Cancel option on its Ribbon Menu.

▪Any Bills that were paid using a Credit Card are created using the Credit Card Pay option on the Bills Form for the Vendor who is charging the Balance Due on that Bill to this Credit Card company.

▪Modifications or Deletions of any Credit Card Payment record must be executed in the Bills Form of the Vendor that had that Bill be paid with a Credit Card.

▪Modifications or Deletions of a Credit Card Payment record is not permitted in the Credit Card Register unless that Credit Card charge was entered manually in that Credit Card Register.

Accounts Payable System

Credit Cards

When defining a new Credit Card, if no starting balance has been recorded (by creating a Vendor for this Credit Card and entering a Purchase (Bill) for that opening balance amount), a new "Balance Not Found" will be displayed along with choices on how to properly precede:

a)The Vendor selected (on the Credit Card Form) has no open bills.

b)This means your Credit Card opening balance (last statement balance) is equal to $0.00.

c)If your last statement balance was zero Click OK to continue.

Otherwise, Click Cancel and go to "Vendor\Vendor Options\Bills" and create a Bill for the amount of the last statement.

Accounts Payable System

Inventory Tracking/Job Costing

Purchase Order

When a Purchase Order Form is opened from a Work Order that was created for a Job Task, that Purchase Order Form's Ribbon Menu will not include an Insert Icon

▪No additional Purchase Order for that Work Order may be created unless it is saved and closed.

▪By doing so, it now prevents an accidental creation of another Purchase Order which is not associated with the Job Task

Job Costing System

Job Costing - Starting a Job

To avoid the loss of Job Costing data integrity. once the Job's Subscriber has been identified and a Work Order, Invoice, and/or Inventory Used entry has been created, the Subscriber assigned to that Job cannot be changed.

▪If an attempt is made to do so, a reminder message will now be displayed.

Job Costing System

Accounts Payable System

Service Tracking System

Completing a Job

Open Job Items

The Open Job Items dialog has been enhanced with two Go To options:

1.Go To Purchase Order - Right-Click on any Purchase Order line item to display its associated Radial Right-Click Menu.  This provides access the Go To Purchase Order Option which displays the related Purchase Order Form.

2.Go To Work Order - Right-Click on any Work Order line item to display its associated Radial Right-Click Menu.  This provides access the Go To Work Order Option which displays the related Work Order Form.

Inventory Tracking/Job Costing

Job Aging As Of

There is a new Job Aging As Of full functioning Grid dialog which provides an aged listing in a Grid format of the Balances still owed on Job Costing records, based on a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

▪Initially this report did not correctly use the As Of date (it always used Today but that anomaly has been fixed.

Inventory Tracking/Job Costing

Job Listing Aging As Of

There is a new Job Listing Aging As Of dialog which provides a listing in a Grid format of the Job Costing records which have not been Completed.  

▪The records are initially sorted by their Start Date, and for each Job Costing record the Grid lists (among many other fields) the number of days between the Estimated Completion Date and an As Of date enter by the User, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

▪A Radial Right-Click Menu offers Go To Job and Go To Subscriber options for the Grid's currently selected line item

Inventory Tracking/Job Costing

Job Work Sheets (New Grid)

The revised Job Work Sheets (New Grid) dialog now has new Go To Options:

▪A Radial Right-Click Menu offers Go To Job and Go To Subscriber options for the Grid's currently selected line item

General Ledger System

General Ledger Checkpoints

This new General Ledger Checkpoints dialog is used to create and track the manual and system created Checkpoints data which is also "grabbed" when a Month or Year is Closed.

Understanding Checkpoints created from the Trial Balance Report:

i.When a Trial Balance Report is created for All Divisions and All Departments, that report's data set is inserted as a Checkpoint.

ii.When a Trial Balance Report is created for a set of one or more selected Divisions and/or a set of one or more selected Departments, that report's data set is not inserted as a Checkpoint.

General Ledger System

General Journal Report

The revised General Journal Report now allows General Journal Transactions to be listed as follows:

a)All - All General Journal Entries (for the specified dates, etc.) will be included in this General Journal report.

b)Auto reconciled - Only those General Journal Entries with a Check in the Auto Reconcile column (for the specified dates, etc.) will be included in this General Journal report.

c)Non Auto reconciled - Only those General Journal Entries without a Check in the Auto Reconcile column (for the specified dates, etc.) will be included in this General Journal report.

General Ledger System

General Journal

Auto Reconcile status is saved to the Transaction File and displayed in the Review GL Transactions report grid..

General Ledger System

Inventory Tracking/Job Costing

Re-Declare Mandatory Accounts

WIP Inventory - This is the Asset Account for the Inventory Items that have been identified as part of a Work In Progress.

▪If the Inventory Tracking System has not been Setup (e.g., purchased, installed, and initialized), this WIP Inventory entry in the Re-Declare Mandatory Accounts Form is now optional, not mandatory.

Central Station Monitoring

Insurance Information

Certificate of System Installation

Central Station Data

The UL Grade field's name on the Insurance Information Form has been changed to UL Class and the associated Alarm Certificate now includes the correct description of the Subscriber's UL Classification, when appropriate.

There are several other new fields which have been added and will display on the printed Alarm Certificate:

▪Install Date – This field will be auto populated when adding a new record on the Insurance Information Form.  It will be populated with the subscriber “Date Online” field when it’s populated; if not, it is left blank.  Users may change/modify this Date in the insurance record, and it will not affect the “Date Online” field in the Monitoring section of the Subscriber Form.

▪Panel Type – This Drop-Down Selection List now contains entries from the “Installed Equipment” table that are flagged as a Panel.

▪Paid To – Indicates the Subscribers’ payment status date.  This is a manual entry, and the User will have to populate it appropriately.

▪Signature – Allows the User to Select an Electronic Signature from the Signatures created in the Personal tab on Employees Form.  Clicking the E-Signature Icon will present a Search Signature dialog for all Employees with an E-Signature entered.  The Icon is only available if the User has Access Rights to the Electronic Signature Dialog.

▪Date Signed – Date of the Alarm Certificate. This is also a manual entry, and the User will have to populate it appropriately.

Central Station Monitoring

Sounds tab

Central Station Options tab

The Sounds tab within the Central Station Options tab of the User Options Form now supports identifying the Sounds for up to 20 Priority Levels (plus the Default sound).

Central Station Monitoring

Print Options

Central Station Options tab

The Print Options sub-tab within the Central Station Options tab of the User Options Form now has an additional field created to allow Users to specify a Monitoring Station which is displayed on the printed Alarm Certificate.