Caliach Vision Feature Enhancements up to V1.0100

F0001 - Help Manager and database

Date: 1 May 2001, version: 1.0005, rating: 50, platforms: All

Description: Help manager added to File>>Advanced>>Special Functions Utility. This window enables maintenance of structured texts associated with window help. The data is stored in a data file HelpData.df1 in the Custom directory. The data can be used to generate HTML pages in the Help/Vision directory in the Studio directory. You can also create draft text data from the program's windows automatically.

Get around:  

Caliach response: HLPFILE, wHelpMaint, mSpecialFunctions, cSpecialFunctions

F0002 - Metal Bushing Calculator Custom Option

Date: 11 Jun 2001, version: 1.0014, rating: 0, platforms: All

Description: Addition as an Open Class Custom Feature named wOptBushCalculator has been added. It enables you to calculate a bush weight and cost based on design measurements in inches and mm, using material part with options of using selling price, current or standard cost, half or full round or rectangular profile, with or without flanges. Can be used from the User menu. Results in text can be clipped for use on a quote or other text field. Added in open source to OpenVision.lbs in V1.01.

Get around:  

Caliach response: wOptBushCalculator

F0003 - Capacity planning WO list to show part number

Date: 14 Jun 2001, version: 1.0016, rating: 10, platforms: All

Description: The work order listing has been enhanced by the addition of the WO assembly part number.

Get around:  

Caliach response: taCapacity, wCplWoList

F0004 - Provide employee and user job titles

Date: 7 Apr 2001, version: 1.0100, rating: 10, platforms: All

Description: Provide job title fields on employees and users for signatures on documents.

Get around: Add title to name

Caliach response: EMPFILE, USPFILE, wEmpEdit, wPrivileges, rEmployeeList

F0005 - Provide for calculated values in scratchpads

Date: 7 Apr 2001, version: 1.0100, rating: 60, platforms: All

Description: Provide in settings for calculated values as columns in scratchpads. For example Projected Stock as PTMPHYQ-PTMALOC-PTMSOQT+PTMPOQT. Also save ScratchPad and Navigator window settings in user record so that changing user give correct column settings for Scratchpad windows.

Get around: None

Caliach response: cStartup, oEnvironment, oScratchPads, oSettings, Startup_Task, wBomTrialist, wMrpPrint, wScratchCalcField, wScratchCusSelect, wScratchGLSelect, wScratchPartsSelect, wScratchSupSelect, wSettings

F0006 - Provide drill down on part physical quantity

Date: 7 Apr 2001, version: 1.0100, rating: 60, platforms: All

Description: Provide a drill down list of physical stock history transactions.

Get around: None

Caliach response: wPtmCurQty

F0007 - Provide serial number assignment on WO issue and kitting

Date: 7 Apr 2001, version: 1.0100, rating: 30, platforms: All

Description: Provide serial number assignment when kit issue to a WO, including backflushed, or receiving WO. The ability to record incoming goods serial numbers at point of receipt. Serial number listing by part number with transfer to scratchpad. Part serial number control now has Serial Numbered on: Dispatch of SO or Job, Receipt of WO Assy, Issue of WO Kit and Receipt from PO.

Get around: None

Caliach response: cDrillDown, mWohHistory, taWohHistory, wPolReceive, wPtmEdit, wPtmGlobal, wSnoEdit, wSnoList, wSnoPoCreate, wWohList, PTMFILE and many methods referencing PTMSNO.

F0008 - Provide consolidation option for MRP recommended PO and WO

Date: 7 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: Provide simple facility to consolidate selected PO and WO recommendations into the earliest date, marking the others as implemented.

Get around: None

Caliach response: mMrpOrders, wMrpPoList, wMrpWoList

F0009 - Provide extra date fields in PO and SO line items

Date: 7 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: Provide extra fields in SO line and PO line files for: Due date (as now used for planning etc) plus: original promised date, latest expected date. In sales history: customer receipt date. The following fields have been added: POLDATO, POLDATX, PUHDATO, SOLDATO, SOLDATX, SAHDATR. {Previously: R0006}

Get around: None

Caliach response: POLFILE, PUHFILE, SOLFILE, SAHFILE, wPolMaintSub, wSolMaintSub, wSalesDelPot

F0010 - General Ledger Cheque Re-assignment

Date: 7 Apr 2001, version: 1.0100, rating: 80, platforms: All

Description: G/L Cheque assignments: It is not possible to de-assign cheque numbers from transactions. This is essential because if a print run screws up, the cheque numbers are lost forever - they are already printed on the blanks provided by the Bank; the program does not print them. Perhaps what is required is a manager function to de-assign them, with a mandatory report for the bank. {Previously: R0007}

Get around: None

Caliach response: CHEREAS, rAcRemitCheckSum, wAcGlCheques

F0011 - AP AR Payments/Refunds improved assignment

Date: 7 Apr 2001, version: 1.0100, rating: 30, platforms: All

Description: When adding or making a payment, it would speed up matters if there was an option to make payment and allocation in one operation through prior debit selection in the list. An option to include credit notes on the allocation selection with a single credit allocation id number assigned, making it possible to include credit notes on a remmittance advice note. Option to print a remittance advice note directly from this window. {Previously: R0008}

Get around: None

Caliach response: wAcPayCheque, wAcPayrec

F0012 - Ability to see a users password as a system manager

Date: 7 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: Provide an ability to read a users password so that a system manager could log in as them to remove duplicates. Implemented with an extra button on the File>>System Manager>>Monitor window. {Previously: R0009}

Get around: None

Caliach response: wMonitor

F0013 - Marketing, Customer and Supplier email cc and bcc capability

Date: 7 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: Provide a syntax or extra fields to customers, suppliers, additional addresses and marketing records to auto load cc and bcc email addresses when printing to email. The global memory file SPECIAL has been replaced by MEMORY and all fields have been swapped or otherwise replaced. All reports have been affected. All users with custom reports should refer to Caliach Support for assistance. {Previously: R0010}

Get around: None

Caliach response: DEAFILE, cReportDest, rEmailAddresses, wEmailAdrMaint

F0014 - Marketing link to customer or supplier

Date: 7 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: Provide a link to resultant customer or supplier when converted from a marketing record. This allows all sorts of reporting and future CRM functionality, because then it is possible to link things like sales history to marketing record. {Previously: R0011}

Get around: None

Caliach response: DEACUSC, DEASUPC, cCustomers, cSuppliers, wMarketCus, wMarketMaint, wMarketSup

F0015 - Report for payments requiring cheques

Date: 7 Apr 2001, version: 1.0100, rating: 30, platforms: All

Description: Provide a report for payments still requiring cheques, and the cheque assignments. {Previously: R0012}

Get around: None

Caliach response: rwp073, rep073, wAcGlCheques, rAcGlPayDue, rAcGlPayAssign

F0016 - Option for engineering change in progress to stop issue

Date: 7 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: Option to stop creation of work order when part subject to engineering change. Option optWoNoEngChange has been added to the options system. {Previously: R0013}

Get around: None

Caliach response: oProcessStock, wPtmEngMsg and all references to $EngChangeInProgress method

F0017 - Posting Purchases to Balance Sheet by default

Date: 18 Apr 2001, version: 1.0100, rating: 10, platforms: All

Description: The ability to post purchases directly to the balance sheet account. Accountancy system whereby stock is held as asset and the balance sheet account is adjusted by receipts and despatches. {Original customer reference: U0017}. Implemented bu holding the shift key down when leaving the field. {Previously: R0014}

Get around: Post into suspence account and journal into balance sheet before month end.

Caliach response: oLedgers

F0018 - PO comments shortages report rWosPurch

Date: 18 Apr 2001, version: 1.0100, rating: 20, platforms: All

Description: The provision of an option in the selection window to print the comments from POHOPCO on the Shortages vs Purchases due report rWosPurch. {Original customer reference: U0019} {Previously: R0015}

Get around: The facility is on the report window PO Reports for report Purchase Order status with comments, but without the link to work orders.

Caliach response: rWosPurch, wWosPrint

F0019 - MRP Results Printing - show run criteria

Date: 1 May 2001, version: 1.0100, rating: 10, platforms: All

Description: Selecting an MRP results print from window wMrpList does not include the run criteria for the last MRP run, unless an MRP report rMrpResults has been run previously with "Include Run Criteria" selected in the session. It would be useful to have the "Include Run Criteria" radio button selection on the listing window as well, for checking the last MRP parameters. {Original customer reference: P0001} {Previously: R0037}

Get around:  

Caliach response: wMrpList

F0020 - Marketing Standard Letters Import & Export

Date: 2 May 2001, version: 1.0100, rating: 20, platforms: All

Description: A facility to import & export single standard marketing letters, to aid remote sales operations. {Original customer reference: P0001} {Previously: R0038}

Get around: None

Caliach response: wMarketLetterMaint

F0021 - Privileges & Settings needs improved save indication

Date: 21 May 2001, version: 1.0100, rating: 20, platforms: All

Description: Open privileges & settings - select users tab - edit details - change to another user - details are lost if not saved and no warning given when selecting new user. {Original customer reference: P0006} {Previously: R0039}

Get around: Save before changing users.

Caliach response: wPrivileges, wSettings, wUserSettings

F0022 - Engineering data window field changes

Date: 31 May 2001, version: 1.0100, rating: 10, platforms: All

Description: To provide more list lines available on the window by changing floating properties. {Previously: R0040}

Get around: None

Caliach response: wEngEdit

F0023 - Assembly costing based on Work Order history

Date: 11 Jun 2001, version: 1.0100, rating: 20, platforms: All

Description: A new system preference has been added named 'Use work history to cost assemblies where available'. This, if set, changes the costing of parts which have been manufactured under work orders. When used it costs these parts in a similar way to purchased parts, abiding by the choice of costing method (FIFO, ave. of history, etc). {Previously: R0041}

Get around: None

Caliach response: cMasters, oMasters, MCDWOHC, rCompany, wSystemPrefs

F0024 - Capacity Planning kitted work order with shortages status added

Date: 19 Jun 2001, version: 1.0100, rating: 30, platforms: All

Description: A new status icon has been added to indicate a kitted work order where shortages are currently recorded. Shows in operations, make-to and WO lists and reports.

Get around: None

Caliach response: rCplOplist, rCplWokit, wCplWoList, wCplOpList, wCplWkcMakeTo, wCplWoKitto

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