Caliach Vision Feature Enhancements up to V2.0000

F0224 - Comprehensive external document linking interface

Date: 16 Sep 2003, version: 2.0000, rating: 50, platforms: All

Description: Provide a framework and API for comprehensive external document linking including windows for PDF, JPEG, HTML and OLE2 documents. Framework to provide open access and source to interface with proprietary object standards such as ActiveX. Capabilities will be operating system dependant and may require third party licensing. Linking to be available to all master records and most transactional data records. {Previously: R0183}

Get around: None

Caliach response: LKFFILE, LKTFILE, oLink, oLinkProgram, rLinkJpeg, rLinkPtmJpeg, taLink, tbLink, wLinkAcrobat, wLinkChoose, wLinkHtml, wLinkJpeg, wLinkMaint, wLinkMci, wLinkMovie, wLinkOLE, wLinkRtf, wLinkSample, wLinkSet, wLinkSuper and almost all windows for link interface.

F0225 - Ability to have more than one supplier part number for a part

Date: 18 Apr 2001, version: 2.0000, rating: 20, platforms: All

Description: The need to have more than one suppliers part number for one supplier and part number relationship. Many suppliers pre pack items in different sizes and give them separate part numbers dependant on qty. If order for 100 metres of cable the suppliers part number would be xxxx100, but if ordering 500 metres it will have a different number. Need to be able to show in Purchase parts. {Previously: R0020}

Get around: None

Caliach response: PPTFILE, wPolMaintSub, wPptEdit and numberous others

F0226 - Stock location recording in inventory and batch tracking history

Date: 6 Nov 2001, version: 2.0000, rating: 20, platforms: All

Description: Add TCKLOC and STHLOC (comma separated list) field to record inward/outward location of stock movement. Method oProcessStock.$GetListFromSthloc() can be used to convert the data to list form. {Previously: R0095}

Get around: None

Caliach response: STHLOC, TCKLOC, cBom, cImpImport, oEnvironment, oProcessJobs, oProcessPurch, oProcessSales, oProcessStock, oProcessWorks, rGoodsRecNt, rSthBatches, rTckList, wPtmEdit, wPtmGlobal, wQAResults, wSthPrint, wStoListE, wStockCtl, wSttEntry, wSttEntry, wTckList

F0227 - Ledger account review - select for period range

Date: 21 Nov 2001, version: 2.0000, rating: 30, platforms: All

Description: When reviewing an account, it is now possible to select a period or range of periods for review. {Previously: R0097}

Get around: None

Caliach response: wAcGlBank, wAcPayrec, wAcPeriodRange, wAcTraListSub, wAcTraReview

F0228 - Alternative treatment of part yeild

Date: 11 Apr 2002, version: 2.0000, rating: 10, platforms: All

Description: An alternative system preference to compute part yield in units of extra BoM units rather than a simple percent. I.E. Tea for 2 would be 3 tea bags, tea for 10 would be 11 bags and tea for 100 would be 101 bags. MCDJOBP changed to MCDYIEU {Previously: R0123}

Get around: None

Caliach response: MCDYIEU, cMasters, oMasters, oProcessMrp, rCompany, rMrpCost, rMrpResultsList, rMrpPegging, rPtmDetails, rPtmPlanning, wMpsFore, wMrpPegging, wMrpWoList, wPartAssySub, wPtmEdit, wPtmGlobal, wSystemPrefs

F0229 - WO Receipt - S/N pre-assigned from last assignment

Date: 9 Dec 2002, version: 2.0000, rating: 10, platforms: All

Description: Raise a work order for an item that has serial numbering required on WO receipt, and receive the first item in, creating/assigning a serial number in the process - this completes OK. However, the next item you receive in from the WO already has the previous S/N assigned to it, and the window won't let you create a S/N sequence for this reason, although you can drag a previously created S/N to re-assign it. Suggest that the window should not default to the previous S/N from subsequent receipts, otherwise there is a danger that the same S/N could be assigned to different items from the same WO, resulting in less S/Ns than WO receipts. Caliach: The reason for this is to enable pre-assignment. The system has been changed to ignore the previously received quantity of serial numbers in date order. {Previously: R0175}

Get around: Use "click & hover" editing to blank the pre-assigned serial number, or create the sequence in advance.

Caliach response: oProcessWorks

F0230 - Marketing letters to have a print mailable contacts option

Date: 16 Sep 2003, version: 2.0000, rating: 10, platforms: All

Description: An option when printing mailshot letters in the Marketing database to print letters not just for the default contact but all contacts held for each company. Add field to contact to indicate 'mailable' and a switch tool to print all mailable contacts. {Previously: R0182}

Get around: None

Caliach response: DECMAIL, tbMarketing, wMarketLabelPos, wMarketLetterPrint, wMarketMaint, wMarketPrint

F0231 - Sales order restriction for customers without credit

Date: 17 Sep 2003, version: 2.0000, rating: 10, platforms: All

Description: Two controls have been added to customer records to stop orders being created. The system permits quotations and estimates to be raised but it stops them being converted to orders and jobs under all circumstances or if doing so whould mean the on-orver value were to exceed the credit limit.{Previously: R0184}

Get around: Use internal controls

Caliach response: CUSOVEO, CUSSTOO, oProcessJobs, oProcessSales, rCusDetails, rCusFull, wAcArInvChange, wCusEdit, wCusGlobal, wJobIssue, wJobMaint, wJobWorking, wSoDispatch, wSoMaint

F0232 - Work Tracking - prevent out-of-sequence ops option

Date: 9 Dec 2003, version: 2.0000, rating: 20, platforms: All

Description: When recording completions during work tracking log-off actions, it is possible to log operations out of sequence. Is this intentional or an omission, and should this be controlled by the option optWOShopOpOutSeq as for normal shop floor data collection? optWorkTrackingOpSeq has been added to enforce operational sequence (opposite logic to optWOShopOpOutSeq for backward compatibility. {Previously: R0185}

Get around: None

Caliach response: oTerminal, optWorkTrackingOpSeq, wWtkInput

F0233 - Bulk printing of remittances - for non-cheque payments

Date: 9 Dec 2003, version: 2.0000, rating: 20, platforms: All

Description: Most of our payments now are non-cheque payments, so the normal method of assigning cheques and then printing remittances for the cheque-style payments cannot be used. This reduces the value of posting payments in bulk from the O/Due list, as the remittances then have to be printed individually from each suppliers account. We would like to add the ledgers option next year, but we would need to see this addressed in some way first. Caliach note: suggest re-naming the "Print Cheques" tab pane in "Bank Cheque Review and Printing" to "Print Cheques and Remittances", and add a new button "Build Non-Cheque list" with date delimiters not cheque number delimiters, so that just remittances can be printed. {Previously: R0186}

Get around: Assign cheques as normal, but force cheque numbers that are well outside the normal cheque book range; then re-set cheque book in account maintenance.

Caliach response: wAcGlCheques

F0234 - Due back date for hire and return (Serial Number Tracking) + Workflow check

Date: 4 Nov 2003, version: 2.0000, rating: 20, platforms: All

Description: When using the serial number tracking for control of movement of hire equipment there is a booked out date and return date. The requirement is for a new field 'Due Date' the expected date of return to enable reports to be produced of items to be chased or extended. The introduction of a Workflow check to produce a report of items overdue using say the reference field as a condition e.g. Hire, etc. Caliach: SNTOUT and SNTRET fields now indexed and new Workflow Alert Check SntLate. {Previously: R0187}

Get around: Standard report with custom search for records with no return date and a particular ref but indication of when it is due for return.

Caliach response: SNTDUED, SNTOUT, SNTRET, rSntFull, rSntSum, wSntMaint, wSntPrint, wSntSelect

F0235 - Save ScratchPad contents and re-load at login

Date: 5 Jan 2004, version: 2.0000, rating: 30, platforms: All

Description: A Save to User List ScratchPad menu function that would save the contents of the ScratchPad to the users settiings. When the user logs in again the ScratchPads would be automatically populated from any stored lists. {Previously: R0188}

Get around: Build using custom search at start of session - minimal time involved, hence low annual saving shown above.

Caliach response: Startup_Task, cScratchCustomers, cScratchGL, cScratchParts, cScratchSuppliers, mScratchCustomers, mScratchGL, mScratchParts, mScratchSuppliers, oEnvironment, oScratchPads, oSettings

F0236 - Goods Receipt - avoid Batch Assignment queries

Date: 27 Nov 2003, version: 2.0000, rating: 10, platforms: All

Description: With a multi-line PO with many items, it can be time-consuming to have to click OK to confirm every location creation after setting up the Location and Batch Assignment window. I know it is useful to be able to change the assigned location (particularly if there is no preferred location) and add comments etc., and also that if manual batch numbering is in use it is essential. What is the feasibility of an "Avoid Queries" tickbox which will skip the confirmation if there is either an assigned location (or a preferred one where new has been selected), that would be ignored if manual batch numbering is enabled? The cost saving is based on one minute saved per PO for 10 GRN sessions giving 10 minutes per day. {Previously: R0189}

Get around: None

Caliach response: oProcessStock, optStockBatchWindowOff

F0237 - Workflow Alert Trigger on WO Kitting

Date: 6 Jan 2004, version: 2.0000, rating: 20, platforms: All

Description: Workflow trigger when a WO is kitted. {Previously: R0190}

Get around: None

Caliach response: awtWOKitted, oProcessWorks

F0238 - Non-Conformance Reports to have more fields

Date: 30 Jan 2004, version: 2.0000, rating: 40, platforms: All

Description: Non-conformance reports to have a corrective action and a preventative action text fields to more closely meet ISO standards. {Previously: R0191}

Get around: None

Caliach response: NCRCORR, NCRPREV, rNcrListText, rNcrListing, rNcrReport, wNcrEntry

F0239 - oCustom1 cross-referenced and cleaned

Date: 30 Jan 2004, version: 2.0000, rating: 40, platforms: All

Description: oCustom1 methods have been cross-referenced to object.method of where called. This is visible from the Interface Manager description. {Previously: R0192}

Get around: None

Caliach response: oCustom1

F0240 - Customer/Supplier Currency Normalisation added to Special Functions

Date: 30 Jan 2004, version: 2.0000, rating: 40, platforms: All

Description: The account currency normalisation window (previously available as a Custom Feature) has been added to the Special Functions menu {Previously: R0193}

Get around: None

Caliach response: mSpecialFunctions

F0241 - Bank Cash Flow feature added to General Ledger

Date: 30 Jan 2004, version: 2.0000, rating: 20, platforms: All

Description: A Cash Flow Analysis feature has been added which populates from all three ledgers and estimates and forecast transactions that you can enter. {Previously: R0194}

Get around: None

Caliach response: CASFILE, rAcCashFlow, wAcCashFlow

F0242 - Marketing data import/export version control added

Date: 30 Jan 2004, version: 2.0000, rating: 20, platforms: All

Description: Import export of marketing data now has version control with appropriate user warnings. {Previously: R0195}

Get around: None

Caliach response: wMarketMaint

F0243 - Convert local currency special function added

Date: 30 Jan 2004, version: 2.0000, rating: 25, platforms: All

Description: A special functions process has been added to convert the local currency and all values associated within the system. {Previously: R0196}

Get around: None

Caliach response: cSpecialFunctions, mSpecialFunctions, wSpecialCurChange

F0244 - Option added to warn of engineering change on components when kitting

Date: 11 Feb 2004, version: 2.0000, rating: 30, platforms: All

Description: The option optWOKitEngChange has been added. If set to 1 or 2, users will be warned = 1 or prevented = 2 from issueing component parts which have the Engineering-in-Progress set. Operates in WO kitting and backflush and PO Outwork kitting.

Get around: None

Caliach response: oProcessWorks, wWoBackflush, optWOKitEngChange, wPoOutkit, wWoKitIssue

F0245 - Option added to warn or prevent user entering duplicate reference in AP Invoice

Date: 12 Feb 2004, version: 2.0000, rating: 10, platforms: All

Description: The option optAcApDocRefUnique has been added. You can protect against duplicate document references (typically invoice numbers) being applied on the same supplier account by using this option. Set the option value to 1 or 2 to respectively warn the user or prevent a non-unique document reference for a supplier.

Get around: None

Caliach response: optAcApDocRefUnique, wAcApInvrec

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