Caliach Vision Feature Enhancements up to V3.1000

F0390 - No printing of G/L report line flag

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: A new flag has been added to G/L Financial Statement report lines, RBPNOHD. If checked, the heading will not print, only the subtotal will. If it is checked against an accumulating value line, the line will be ommitted when all the values are zero.

Get around: None

Caliach response: RPBNOHD, wAcRepLayout, all g/l financial reports

F0391 - New part field for individual receiving overhead rate

Date: 21 May 2008, version: 3.1000, rating: 15, platforms: All

Description: A new field has been added to parts, PTMROVR. This can be used to override the global default receiving overhead rates set in Company Details when non-zero. If it is set to a negative value, a zero receiving overhead rate is applied.

Get around: None

Caliach response: PTMROVR, wPtmEdit, wPtmGlobal,cMasters, oMasters, etc

F0392 - Parts maintenance drill-down to NCR document

Date: 31 Jan 2005, version: 3.1000, rating: 10, platforms: All

Description: The ability to drill down in the parts maintenance and other multi-location lists to quarantined items non-conformance reports.

Get around: None

Caliach response: cDrillDown, wPtmEdit, wStoMaint, wStoList, wWoBatches

F0393 - Workflow Triggers/Checks for location stock

Date: 12 Jun 2002, version: 3.1000, rating: 10, platforms: All

Description: A new Workflow Alert Check has been added for Stock Locations below re-order level. Also a Workflow Trigger has been added which is fired if a stock location falls below re-order level.

Get around: None

Caliach response: oAlertChecks, oProcessStock, wAlertReportMaint, wTriggerMaint

F0394 - New Report Destination control options added

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: Two new options have been added. optRepDestIndivid which overrides the default HTML, PDF and Email destinations for which multiple documents are printed individually rather than as a single print run. optRepDestMarkDocs which overrides the default Printer and Email destinations for which documents will be marked as printed, where such features exist.

Get around: None

Caliach response: cReportDest, oEnvironment, oPrinting, oProcessSales, oTerminal

F0395 - Default file names for Printed Documents

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: When printing a document that can be named to a file using the following report destinations, by default and named file will be presented or the default file suffix appropriate to the destination: Disk (.rep), File (.txt), HTML (.html), Rich Text (.rtf) and Acrobat PDF (.pdf). Named documents are now also named in the Priner Print Queue (without suffix) and shown on the Preview and Screen windows, and if saved from there will have default file names. The naming convention for documents is as previously applied to email attachment files.

Get around: None

Caliach response: cReportDest, oPrinting

F0396 - QA Regime Ruler icon on Goods Receipt from PO

Date: 7 Jul 2004, version: 3.1000, rating: 20, platforms: All

Description: The Part QA Regime feature is very useful. Unfortunately at present the user (usually Goods Inward) has no indication on 'Goods Receipt from PO' that the part to be booked in has to conform to such a regime. {Previously: R0190}

Get around: None

Caliach response: wPolReceive

F0397 - Job zero value invoice

Date: 16 Sep 2003, version: 3.1000, rating: 10, platforms: All

Description: It does not appear to be possible to create a zero value invoice record from a job (as you can for a sales order). This prevents us from using an invoice document as a psuedo-dispatch note for a completed no-charge job. {Previously: R0180}

Get around: Custom Job

Caliach response: wJobInvoice

F0398 - Customer/Supplier payments and review windows - create memo for selected

Date: 4 Jan 2008, version: 3.1000, rating: 10, platforms: All

Description: When in the customer or supplier payment and review windows, it would be very helpful to have a context menu item 'Create Memo Set for Selected', to enable the creation of duplicate identical memos for multiple transactions. A new list context-sensitive menu item has been added to apply a Credit Memo Set to a selected group of transactions.

Get around: None

Caliach response: wAcTrcEntry, wAcArInvover,wAcGlBank,wAcPayrec,wAcTraListSub

F0399 - Address and Contact drag-and-drop copy

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: You can now drag-and-drop copy an Address with all Contacts or just a single Contact from one master Maintenance window to another.

Get around: None

Caliach response: wAdcMaintSub, wAdrMaintSub, wCusEdit, wDelEdit, wMarketMaint, wSupEdit

F0400 - SO and PO review windows now show history

Date: 21 May 2008, version: 3.1000, rating: 40, platforms: All

Description: History has been added to the Review Sales Order or Quotation and Review Purchase Order or RFQ windows.

Get around: None

Caliach response: wPoShow, wSoShow

F0401 - Sales History reviews now have markup/margin shown

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: Current and standard cost markup/margins are now shown on sales history reviews on the Review Sales Order or Quotation and Sales History List windows.

Get around: None

Caliach response: wSahList, wSoShow

F0402 - G/L drill-down to sales margin - Dispatch menu Review Sales History

Date: 15 Sep 2004, version: 3.1000, rating: 30, platforms: All

Description: The ability to drill down from a sales account in the G/L to view sales margin. Requires that cost be recorded on sales history. A new Process -- Dispatch -- Review Sales History menu function has been added to open the Sales History List window without the need for a drill-down. After opening the window, it can be populated from the Customer, Parts and G/L ScratchPads both for individual master records and multiple using Transfer or drag-and-drop. Additionally the Ledgers -- General Ledger -- Review Account List can be used to populate the sales history list.

Get around: None

Caliach response: cDispatch, mDispatch, taDispatch, wSahList

F0403 - General Ledger account review list can be used in a similar manner to the G/L ScratchPad

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: The General Ledger List two lists can be used in a similar manner to the G/L ScratchPad. You can individually drag lines and drop them on G/L account code entry fields. As a special case dragging multiple lines from the lists onto the Sales History List will provide history covering all selected lines over appropriate date ranges.

Get around: None

Caliach response: wAcGlAcList, wGlCodeSub, wGlCodeSubGrid

F0404 - A/P Debit Note Capability

Date: 21 May 2008, version: 3.1000, rating: 20, platforms: All

Description: A new feature has been added, accessed by Ledgers -- Accounts Payable -- Debit Note to Supplier. To create a Debit Note and return goods from stock to a Supplier.

Get around: None

Caliach response: cAcPurchase, mAcPurchase, rAcApDebitNote, taAcPurchase, wAcApDebitNote

F0405 - Team Calendar

Date: 21 May 2008, version: 3.1000, rating: 40, platforms: All

Description: The Team Calendar feature provides for the multi-user management of planned events. It can be used to schedule meetings and commitments and avoid conflicts in the use of resources, both human and abstract. File -- Team Calendar and File -- System Manager -- Team Calendar menu functions added.

Get around: None

Caliach response: EVEFILE, EVLFILE, EVNFILE, EVRFILE, EVTFILE, oTeamCalendar, rTeamCalCalendar, rTeamCalDef, rTeamCalList, wTeamCalDateSub, wTeamCalDefMaint, wTeamCalEvSelect, wTeamCalEvent, wTeamCalGroups, wTeamCalMain, wTeamCalNotify, wTeamCalSettings, wTeamCalSmallMonths, wTeamCalendar

F0406 - Planning Alias and Byproduct added to Parts Global Changes

Date: 31 May 2008, version: 3.1000, rating: 10, platforms: All

Description: Planning Alias and Byproduct Part has been added to Parts Global Changes.

Get around: None

Caliach response: wPtmGlobal

F0407 - Environment controls added and some standard fonts have been changed

Date: 31 May 2008, version: 3.1000, rating: 40, platforms: All

Description: There is now a property of the Window Background Scheme Element which can control whether messages and dialog boxes open as Sheets on the top window. This only works for MacOSX. In addition, for MacOSX there is the addition of an Alpha setting for all windows which controls transparancy (have fun with this one!). Also, for all platforms, lists now can haf their heading a different pont size to the list lines. There have also been a number of font changes, as follows: MS Windows - window fonts: No 5 has changed from Helvetica to Omnis Window System. MS Windows - report fonts: No 4 has changed from MS Sans Serif to Verdana. MacOSX - window fonts: No 4 has changed from Arial to Gill Sans, No 5 has changed from Chicago to Charcoal CY.

Get around: None

Caliach response: #WIWFONTS, etc.

F0408 - Location of Help files has changed

Date: 31 May 2008, version: 3.1000, rating: 40, platforms: All

Description: Due to a long overdue enhancement in Omnis Studio V4.3.1 the help files can now be located outside the Omnis Studio installation. They are now located in the Caliach Vision directory tree under c:\Vision\Help\vision\ under MS Windows as standard and MyDrive:Applications:Caliach Vision:Help:vision under MacOSX. You can also have the Help directory alongside your datafile for operation across the network and reduced maintenance. The system will load help from the datafile Help directory in preference to any local Help directory. There is no longer need for a seperate help-only installer.

Get around: None

Caliach response: wHelpMaint

F0409 - The Strings file now have update version control

Date: 31 May 2008, version: 3.1000, rating: 10, platforms: All

Description: In the past, during ProdCode.usa or .upt update, if changed or new Strings were included in the update, they were always updated. When the Extras directory is server based, multiple user updates would lead to the Strings.stb file bering repeatedly updated with the same changed or new strings. There is now an UpdateUPT and UpdateUSA string that holds the respective update date/time stamp and the String file will only be now updated once per unique update.

Get around: None

Caliach response: cUpdate

F0410 - PDF output reports with encryption security

Date: 31 May 2008, version: 3.1000, rating: 20, platforms: All

Description: Using V2 of PDFDevice.dll it is now possible to have owner and/or user passwords. This causes the PDF document to be encrypted and an array of defined permissions set.

Get around: None

Caliach response: cReportDest, wPDFDevOptions

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