Program Module(s) Affected

Chapter Links

Description of the Enhancement

Accounts Receivable

Company Settings

There is a new Search Open Invoice Read Only - By default, the SearchOpenInvoiceReadOnly option is set to False ("F") which means, when the Subscriber Search by Invoice Number feature is used, the Invoice - if located - will NOT be opened in Read Only Mode, even if the Invoice is for a Service Only Address record and it has a separate Bill Payer identified.

▪Setting this SearchOpenInvoiceReadOnly option to True ("T") Will open the Invoice in Read Only Mode, but only when that Invoice is for a Service Only Address record with a separate Bill Payer identified.

▪When an Invoice is opened in Read Only Mode, the Navigation Icons are not available.

Accounts Receivable

Receipts

Bounced Checks

Previously, once a Check (Receipt) had been Reconciled, it could no long be Bounced (the Bounce option was Grayed Out).  In real life, this limitation was not workable.

▪The system will now allow the User to Bounce a Receipt that is Reconciled.

Accounts Receivable

Receipts

To avoid a Bank Reconciliation problem, the system will not allow the User to modify the "Deposited On" date of a Receipt which has already been Reconciled.

Accounts Receivable

Printing Invoices

When Printing Invoices, in some cases, the Comments entered when an Invoice was created where so long, or had rows of extra spaces, that they were generating extra blank pages on the Invoice.

▪These extra long Comments are now being trimmed, when required.

Accounts Receivable

Subscriber Search by Invoice Number

Search Open Invoice Read Only - By default, the new SearchOpenInvoiceReadOnly option is set to False ("F") which, when the Subscriber Search by Invoice Number feature is used, the Invoice - if located - will NOT be opened in Read Only Mode.

▪Setting this SearchOpenInvoiceReadOnly option to True ("T") Will open the Invoice - if located - in Read Only Mode.

Accounts Receivable

Customer Deposit Report

Two new options have been added to the Customer Deposit Report

1.Current Customer Deposits Liability - This shows Receipts marked as a Customer Deposit, subtracts any Amount that was Refunded from those Receipts and displays it as the Amount paid;  and also subtracts any Receipt that was Allocated ((thereby "paying off some portion of an Invoice, causing a reduction in your Company's Accounts Receivable balance) within the designated Date Range (see "Reporting Date Range" immediately below).  

➢Note: The Amount from Current Customer Deposits Liability should match the Customer Deposit Liability Mandatory General Ledger Account listed in the Balance Sheet report if the Start Date is 01/01/1985 and the End Date is the same as the As Of Date entered for the Balance Sheet.

2.Converted Customer Deposits - These are Receipts originally marked as a Customer Deposit which have subsequently been Allocated (thereby "paying off some portion of an Invoice, causing a reduction in your Company's Accounts Receivable balance).

Accounts Receivable

Pay Import

Import

A New "InnoEPay" file format has been added to the Payment Import as an additional File Type.  

▪For those Users who will be using this File Type, a test import file will be provided (ReturnFile.csv)

a)This "InnoEPay" File will only post 2 entries from the entire file.  

b)The Users will need to modify the billpayerid and invoice number to make it match in your Company's database.

Accounts Receivable

Print Invoices

When Printing Invoices, the system will now removes any empty lines from the Invoice Comments field which was causing formatting issues during the Invoice printing process.

Accounts Receivable

Sales Analysis Report

Some changes have been made to the Sales Analysis Report:

▪Exclude Credits - The option to exclude Credit Memo transactions for this report has been removed.

▪Hide Tax on Line Items - this new Check box has been added to hide Tax Amount and Gross Sales Amt. columns when the Detail Line Items are included as part of the Detail Report format.

Accounts Receivable

Service Tracking

Work Order Invoicing/Review

Tech and Sales Person column is now displayed with no information (blank) in the Work Order Invoicing/Review Form when the Employee (Technician and/or Sales Person) has been identified as Terminated.

Inventory Tracking/Job Costing

Accounts Receivable

Generating Invoices for a Job

Modifying an Existing Invoice

Invoices may be created from the Job Costing module.  Some Users were Modifying an Existing Invoice by adding additional Inventory Items to those Invoices after they were created - causing issues with the accuracy of the Job Costing module.

▪The system will no longer allow a User to enter new Inventory Items to any Invoices originally Generated for a Job

Prospect Tracking

Accounts Receivable

Central Station

Converted Prospects Report

Central Station Data

Added all of the fields in the Central Station Data table including Account Type to the Converted Prospects Report - Available Columns list.

▪By default, the original columns plus the Account Type column will be displayed.  

▪Because this is a true Grid, columns may be filtered and grouped, showing the count per group.

Service Tracking

Work Order

Inventory/Materials Info Box

Deleting a Work Order with Inventory and Non-Inventory items from the Inventory/Materials Info Box is now much easier:

1)When there are Inventory Items entered in the Inventory/Materials Info Box of a Work Order, if the User attempts to delete that Work Order, the  program would present this error:

"Error -99999: RAISERROR executed: Inventory must be cleared before deleting this work order."

2)When there are Non-Inventory Expense Items entered in the Inventory/Materials Info Box of a Work Order, if the User attempts to delete that Work Order, the  program would present this error:

"Error -198: Primary key for row in table 'WorkOrder' is referenced by foreign key 'WorkOrder' in table 'WorkOrderMaterialDetail'"

▪In either case, the User had to manually delete all of those Inventory and Non-Inventory items before the Work Order could be deleted.

Now, the program will display a Query asking the User if all Items in the Inventory/Materials Info Box should be deleted.

▪If User answers "Yes", the program now deletes all of those Inventory/Materials Info Box items immediately.

Service Tracking System

Installed Equipment Grid

There is a new Installed Equipment Grid 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 by a specific Date Range based on the 1) Installation Date, 2) Warranty Expiration Date, or 3) Last Record Update, and then sorted, filtered, reconfigured, printed, emailed, and/or exported.

Accounts Payable

Print Checks

The system will now track and report on a Printed Check Stub (created originally using Auto Check) the following:

1)The Gross Amount of the Bill being Paid    

2)Any Credit Note(s) which have been applied (Allocated) to that Bill

3)The Net Balance Due of that Bill

4)The Amount of the Check being produced will be that Net Balance Due

Inventory Tracking/Job Costing

Job Costing

Added a new option on the Job Costing Form to "Un-complete a Job" which will set the field Completed=F and CompleteDate=null. This feature was needed because the system normally does not allow Inventory Items to be added or deleted to/from an Invoice that that was created from a Job.

▪If the CompleteDate is within a closed period, the program will raise the error "Period closed to all edits"

▪The system now also ensures the CompleteDate is not within a closed period when completing or un-completing a Job.

Inventory Tracking/Job Costing

Job Costing

Job Tasks

As Users adopt more of the powerful Job Costing capabilities in MKMS, those Jobs and their associated Job Task entries become more detailed (and complete), and so managing and updating the Job Tasks' data Grid was getting harder.

▪To alleviate this, the Job Tasks Grid now allows Sorting and Filtering capabilities

Inventory Tracking/Job Costing

Job Tasks Report

There is a new Job Tasks Report dialog which provides a list (in a Grid format) of Job Tasks which may be filtered based on the Job Task's (1) Start Date, (2) Estimated Completion Date, or (3) Completed Date; and the list may include All Job Tasks, only Completed Job Tasks, or only Not Completed Job Tasks; and it may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

General Ledger

Profit and Loss Yearly View

The new Profit & Loss Yearly View report is presented in a grid format for a User chosen Year and includes:

1.A list of each Sales and Expense Account (with or without a balance) for the entire Company  

2.Each Account's Balance and Net Profit/Loss are shown for each month.

3.A YTD Totals column is also included for each Account along with the net Profit/Loss for the Company's whole Year .

Central Station

Account Type

The Account Type Form has been updated (see immediately below) to include the Type field.  Using the Drop-Down Selection List provided for that field, Choose whether each Account Type should be classified as Commercial or Residential to accommodate this new MEW Factor reporting Option in the new UL Statistic Report (required for the MEW Factor's reporting requirements).

Central Station

UL Statistic Report

A new MEW Factor reporting Option has been added to the UL Statistic Report.

To accommodate this new MEW Factor reporting Option the Account Type Form has been updated (see above) to include a new Type field.

▪MEW Factor = (# of residential accounts) *0.333 + (# of commercial accounts with NO opening and closing events ) *1 + (# of commercial accounts with opening and closing events) *3).

Central Station

Signal Processing

While Signal Processing, when entering a Note, Pressing the Tab key will now automatically move the Cursor to the Save button.

Central Station

Signal Processing

There is now a Constraint for resizing the Signal Processing Form horizontally to prevent the User/Operator from hiding information on that Form.

Central Station

People To Call

In the Call Numbers grid on the People To Call Form, the "Notifications" field has been removed and an "SMS" field has been added as a Check box.

▪This new "SMS" field is used in conjunction with the new SMS related Company Settings to implement Texting that Contact..

Central Station

Dealer

Implemented Caller ID Insertion - For those Subscribers who a assigned to a Dealer, when one of those Subscribers are Automatically Dialed, the associated Dealer's Name will be displayed to the Subscriber as the source of the call (i.e. the Caller ID).

Central Station

Signal Processing

The Map button on the Signal Processing Form normally focuses on the Subscriber's Premises.

When a Geo location (longitude,latitude) is attached to the incoming Signal and the Operator Clicks on the Google Map® Icon, instead of the premise address in the Subscriber record, the system now sets the focus on the actual alarm's location based on that Geo location.

To test this feature, insert a record in the AlarmGeoTag table.

1)Generate an alarm.

2)Insert a record into AlarmGeoTag table as follows:    

Insert Into dba.AlarmGeoTag(AlarmHistoryID, Lon, Lat) Values("SignalID", "aLon", "aLat)

3)Bring alarm to screen and click the Google Map® Icon.  

4)Map should focus on the longitude,latitude from AlarmGeoTag table.