MKMS STARK

MKS Auto Billing

The Auto Billing capability normally used within MKMS is now available as a stand-alone MKS Auto Billing application and provides far greater flexibility for determining when and which Billing Cycles will be Invoiced.

▪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.

▪Accounting Administrators and authorized Accounts Receivable System Users may run the MKS Auto Billing application without having to run MKMS - thereby using less local and network resources.

Accounts Receivable

Receipts

The Batch Number of a Receipt may now be changed, even after it was Deposited, when necessary.

Accounts Receivable

Recurring Revenue (Audit Report)

▪A new "Log_Recurring Revenue" table has been created and will be used to record Recurring Revenue record Inserts, Edits and Deletes.

▪There is a new Recurring Revenue (Audit Report) which is displayed in a fully functioning Grid format and contains the data recorded in the new "Log_Recurring Revenue" table described above.  The data to be included may or may not be filtered by a Date Range, and reported for All Recurring Revenue records, or only those entries made for a User selected Subscriber.

▪This report has been enhanced with additional system maintained fields for the Last Period Billed , Next Billing Period, and Last Date Billed information.

Accounts Receivable

Recurring Revenue

Billing History

▪The Recurring Revenue Form has been enhanced with system maintained fields for the Last Period Billed , Next Billing Period, and Last Date Billed information.

▪A new Billing History Grid has been added - accessed with the new Billing History Icon - which displays a Grid List of all Recurring Revenue Billing records that were Invoiced to (and/or subsequently Deleted form) this Subscriber for the selected Recurring Revenue record.

Accounts Receivable

Company Settings

Tax tab on User Options

Sales Tax Rate

Creating an Invoice

When the MultinationalTax option is set to False ("F") - the default in Company Settings  - and the CanadaTax option is set to True ("T") - and a National Sales Tax (or a National and Local Sales Tax) is identified in the Tax tab of the User Options Form:

a)The appropriate Provincial Sales Tax Rate Code must be assigned to each Canadian Subscriber,

b)On a Detail Line Item of an Invoice the National Tax Code (Ntl) may only be N, E, 1, 2, or 3; and the Local Tax Code (Lcl) may only be Y, N, or E.

Accounts Receivable

Prospect Tracking System

Tax tab of the User Options Form

Proposal

Recurring Revenue Item

When the MultinationalTax option is set to False ("F") - the default in Company Settings  - and a National Sales Tax (or a National and Local Sales Tax) is identified in the Tax tab of the User Options Form:

▪If a Proposal is being entered with a Recurring Revenue Item, the Natl Tax field is now set to 1 by default, but may be reset to N, E, 1, 2, or 3 as needed.

Prospect Tracking System

Proposals

Packages

When adding a Package to an existing Proposal the additional items in that Package are now added to the end of the existing Proposal's Detail Line Items.

Prospect Tracking System

Proposals (Grid)

The Proposals (Grid) dialog which lists all existing Proposals (for Subscribers and Prospects) within a User specified Date Range with those Dates based on a User Selected Type of Date (i.e., Creation or Expiration Date).now has two additional columns of data:

▪Profit - The gross profit as currently calculated for the selected Proposal.

▪Margin (%) - The Percentage of gross profit (as it relates to the proposed Price versus Costs) for the selected Proposal.

Service Tracking System

Service Info Section in Edit View

If a duplicate Service ID is entered for a Subscriber in the Service Info Section in Edit View, a much more informative error message is now presented.

Service Tracking System

Using the Scheduling Button

Appointment Editor

Work Order

When Using the Scheduling Button on the Work Order Form's Ribbon Menu to set an Appointment, as part of that entry the User is able to enter Scheduling Instructions

This information is entered in an Appointment Form on the Technicians Scheduling Form.  

Once entered, this information may be viewed in the Scheduling Drop-Down Info Box on that Work Order Form and printed on a Work Order.

▪The Scheduling Instructions may be longer than what will display in this box

▪A a vertical scroll bar is now available so the User may easy access and view all of those Instructions.

▪However, those Scheduling Instructions should be no longer than 200 characters or they will not be fully shown on the Technician's printed copy of that Work Order.

Accounts Payable System

Vendors Form

History Grid

▪For our international users: The State field (which accepts up to 20 characters in the Edit View dialog) now also displays those 20 characters on the Browse View of the Vendors Form. (previously it only displayed the first 7 characters).

▪The History Grid on the Vendors Form now has the Total Value of any listed Purchase Order (i.e., column named "Gross") included in that Grid.

Central Station Monitoring

CSID Zones

▪If a duplicate Signal ID and Physical Zone combination is entered in the CSID Zones tab in the Subscriber Panels section, a much more informative error message is now presented.

▪When the List option is selected, to avoid any unintended actions, all other options on the Ribbon Menu are disabled until List is Clicked again to return to the regular CSID Zones Form.

Central Station Monitoring

Alarm History Lookup

The Alarm History Lookup dialog now includes the full title of the UL® Classification (instead of UL Grade Number).

Central Station Monitoring

Subscriber Information Forms

The Subscriber Information Forms report now includes the full title of the UL® Classification (instead of UL Grade Number).