MKMS STARK

MKS Dashboard Application for Widgets

The Widgets Dashboard normally used within MKMS is now available as a stand-alone MKS Dashboard application and provides access to any/all of those same Widgets.

▪Because it is a stand-alone application, it can be run from any workstation on your Company's network that has access to the SQL Anywhere Network Server.

▪Owners and Managers may use the MKS Dashboard application without having to run MKMS - thereby using less local and network resources.

MKMS STARK

Advanced Sale Item Look-up

The Advanced Sale Item Look-up dialog has been enhanced and simplified with the elimination of the Sale Item field in the header, fast operation, and a more powerful Find capability added.

▪See the Advanced Sale Item Look-up chapter for more information about this feature.

Accounts Receivable System

Company Settings

A new feature that allows your Company to establish individualized Payment Terms for each (any) of your Subscribers has been implemented.  It is enabled in Company Settings

▪By default, this new UseSubscriberTerms option is set to False ("F").

▪The Individualized Payment Terms feature is implemented by setting the new UseSubscriberTerms option to True ("T") in Company Settings:

a)When the UseSubscriberTerms option is set to True ("T"), a new Terms field is added to the Receivables section of the Edit View on the Subscribers Form.

b)That new Terms field in the Receivables section may then be modified, as and when needed, on a Subscriber by Subscriber basis.

c)To update all of the entries in this new Subscriber Terms field, using dbisql.exe, run the following script:

update dba.AccountsReceivable 

  set Terms = (Select Terms from dba.Useroptions)

  where SubscriberID IN 

(Select SubscriberID from dba.Subscriber where SubscriberID = BillPayer)

commit

▪In a planned future version, the User will be offered the opportunity [when the UseSubscriberTerms option is first set to True ("T")]  to pre-populate that Terms field in the Receivables section with the Terms set in the General sub-tab in the Company Options tab on the User Options Form.

Accounts Receivable System

Converting a Proposal to a Job

When Converting a Proposal to a Job, the order of the Proposal Items on the Proposal is now duplicated in the Item List sub-tab of the Inventory tab on the Job Costing Form.

Accounts Receivable System

Prospect Tracking System

Proposals

Copy From Template

Converted Proposals

Proposals (Grid)

▪Improved Copy From Template feature now pulls the Salesman information from the Prospect (or Subscriber) who is getting the Proposal (rather than from the Template) and inserts it into the Commissions To field of each Detail Line Item imported from that Template.

▪New Inside Sale field - The purpose of this new field is to determine if a Proposal was created for an existing Subscriber (the Sales Person would Check this Inside Sale box when creating that Proposal), or for a Prospect (the Inside Sale field will be left unchecked).

▪The Converted Proposals and Proposals (Grid) reports will include the "Inside Sale"  field and allow the User to filter that Inside Sale field in those reports' Grids by "True" (Subscriber's Proposal), or "False" (Prospect's Proposal).

Accounts Payable System

Credit Card

There are two new fields which have been added to the Credit Card (maintenance) Form

1)Reconciled Balance - This entry is provided by the system once a Credit Card Statement has been Reconciled, but may be manually entered when first defined.

2)Date of Reconciliation - This read only field is provided by the system once a Credit Card Statement has been Reconciled

Accounts Payable System

Credit Card Reconciliation

You may now use a new Navigator Menu at the bottom of the Charges and the Payments Girds on the Credit Card Reconciliation Form to move between records.

Accounts Payable System

Disbursements

Any line item on the Disbursements Form may be paid with a Hand Check

▪This option is only available when you select a specific line item, Check Pay and modify the Check Type field by using the Drop-Down Selection List to select Hand Check.

▪A Check # must also be entered.

Accounts Payable System

Voiding a Payment

Payments

After Voiding a Payment, you may now modify the Date of a Voided Payment record that is created when that original Payment was Voided

▪The revised Date must be equal to or after the Date of the original Payment.

Service Tracking System

Inventory Tracking/Job Costing

Converting a Proposal to a Job

Job Costing

Work Orders for Job Tasks

Item List sub-tab

Parts List tab

Material\Inventory

1)When Converting a Proposal to a Job, the order of the Proposal Items on that Proposal is now duplicated in the Item List sub-tab of the Inventory tab on the Job Costing Form.

2)When creating a Work Order for a Job Task, that Work Order's Parts List tab may be populated using the Pick From Job option which now imports those parts from the Item List sub-tab of the Inventory tab on the Job Costing Form in the same order as originally entered in that Item List.

3)When parts from that Parts List tab are Used, they are now inserted into the Mat.\Inv. (Material\Inventory) Drop-Down Info Box in the same order as those parts were listed in the Parts List tab.

Accounts Receivable System

Service Tracking System

Inventory Tracking/Job Costing

Converting a Subscriber's Proposal

Installation Order (Work Order)

Job Costing

Billing a Work Order

1.When a Work Order which originated from a Proposal is converted to an Installation Order:

a.All of the Proposal Detail Line Items will be included in the Parts List tab of that Installation Order (Work Order) .

b.When the Installation Order is finished, the Installation Order (Work Order) is Completed and an Invoice is Generated

c.All of the Note entries from the Detail Line Items of the original Proposal will now be included in the corresponding Note entries for the Detail Line Items of that Invoice.

2.When a Work Order - which originated from a Proposal - is converted to a Job Costing record

a.When this Proposal is converted to a Job, any Job Tasks defined on that Proposal, will be inserted in the Job Tasks tab on the Job Costing Form.

b.All of the Proposal Detail Line Items will be included in the Item List sub-tab of the Inventory tab of that Job Costing record.

c.When a Work Order is created for the Job Tasks, the Parts List may Pick (import) the Inventory (defined in the Proposal) that was automatically inserted into the Item List sub-tab of the Inventory tab of that Job Costing record.

d.When the Job is finished, the Job Costing record is Completed and an Invoice is Generated for the Work Order created for this Job Task.

e.All of the Note entries from the Detail Line Items of the original Proposal will now be included in the corresponding Note entries for the Detail Line Items of that Invoice.

Inventory Tracking/Job Costing

Job Costing

Job Work Sheet

Notes - You may now enter comments deemed important for a Job and can:  

▪Double-Click within the Notes field to a basic Rich Text Editor dialog that allows bold, italics and underlines of text, and the selection of Font type, it's size, color, and highlight.

▪Have those Notes (including all Rich Text Editor enhancements) print on the Job Work Sheet

▪That information will vertically expand the size of the Job Information box on page 1 of a Job Work Sheet.

Inventory Tracking/Job Costing

Job Work Sheets (New Grid)

A new Show ALL Open Jobs Check box option is now included on the Job Work Sheets (New Grid) to enable the User to quickly list all of the Jobs which have not been Completed.

Inventory Tracking/Job Costing

Job Tasks tab

The Job Tasks tab now has two additional columns:

1)Comments - A Drop-Down Notes Box for recording comments about the Job Task.

2)Employee - A Drop-Down Selection List containing all of the Employees assigned an Employee Type of either Technician or Administration

▪The list shows the Name, Employee Code and Status (i.e., Active/Inactive) of each of those Types of Employees

Inventory Tracking/Job Costing

Job Task Aging As Of Report

The Job Task Aging As Of Report now has two additional columns:

1)Comments - Lists the comments entered about the Job Tasks.

2)Employee - Lists the Employee assigned to the Job Tasks

Inventory Tracking/Job Costing

Service Tracking System

Job Costing

Inventory tab

Item List sub-tab

Material/Inventory

1.You are now able to insert Negative Quantities for Inventory and/or Non-Inventory items in Job Costing on the Item List sub-tab within the Inventory tab  (You will not need to Reserve these Negative Inventory and/or Non-Inventory item entries).

a.The purpose of a Negative Inventory item entry in the Item List is to be able to use that Negative Quantity on a Work Order to signify "returning" equipment to "Stock".

b.Inserting a Negative Inventory line item in the Material/Inventory Drop-Down Info Box on a Work Order does not affect Committed On Hand Quantity on the associated Sale-Purchase Item Form .  

c.Instead, it will increase Available On Hand and decrease WIP on that associated Sale-Purchase Item Form

d.When you complete the Work Order, the WIP Quantity will go back up.

2.Also, Negative Quantities for Inventory and/or Non-Inventory items may be inserted directly into a Job Costing record using the Item List sub-tab within the Inventory tab.  

3.The purpose of a Negative Non-Inventory item in the Item List is to be able to use that Negative Non-Inventory Quantity to signify a discount on the billable cost of the Work Order.

a.In this case, when you create an Invoice for the Work Order, it would match the Proposal (Discount).

4.When a Negative Quantity is used, that Negative Quantity on a Work Order to signify "returning" equipment to "Stock".

a.Therefore, the Inventory Item is recorded in the Default Warehouse.

b.The Negative Quantity (in the Material/Inventory Drop-Down Info Box on a Work Order) may not be changed to a Positive Quantity (an error will be presented if this is attempted).

c.If the Negative Quantity was entered in error in the Material/Inventory Drop-Down Info Box on a Work Order , that record must be deleted; and then if appropriate, a Positive Quantity enter may be made.

General Ledger System

Cash Flow Statement

The Year (based on the selected As Of Date) will always be displayed on the Cash Flow Statement, even when the Period selected is Month or Quarter .