Reference Contents > Introduction > What's New in Version 1.30
Caliach Vision V1.30 operates with Omnis Studio V3.21 or greater (V3.3 minimum if you want to use the Omnis Data Bridge).
The Descriptions tab pane have new User Defined Field Descriptions. These will be set to default values which you may want to change.
Incoterms are new. These will be set to default values which you may wish to change.
Menus items that have been added are:
Window Tab Panes that have been added are:
The following options have been added. For a full listing see the Program Options Listing window topic.
Set to 1 or 2 to respectively warn or force a comment to be entered for an accounts transaction.
Set to 1 or 2 to respectively warn or force a document reference to be entered for an accounts transaction.
A comma-delimited list of user ids that have permission to create Retrospective Journals.
If set to 1, when applying agents on a SO, Job or Invoice, agents entered in the PTMUSE4 parts field are added to the agent list.
T, S, Sy, U
If set to 1, when printing an Invoice it is marked as printed regardless of the report destination.
Set to 1234, or any combination, will cause those Job user defined fields to be inherited from the customer fields.
T, S, Sy, U
If set to 1, users will be prevented from adding a part which has Engineering-in-Progress set to a Estimate or Quotation, rather than just being given a warning.
If set to 1, when closing a Job, any parts set to be Serial Number Tracked on dispatch (PTMSNT is set) will have a SN Tracking record created for them.
A comma-delimited list of user ids that have permission to use the Show Password button on the Monitor window.
Set of stock movement type characters that will cause an automatic Non-Conformance Report regardless of whether stock is quarantined. The following can be used in any order or number: BDHW for SO Return, PO Return, Outwork Return and Scrapped from WO.
optODBDatafile0 to 9 and A to Z
Omnis Data Bridge data file configuration. 0-Z alternate data files. Option value must be: DatafileODBName,KeywordODBName,IPAddress:Port,DirectPath
For details on datafile access see the Data Files and the Omnis Data Bridge topic.
Set to 1234, or any combination, will cause those PO user defined fields to be inherited from the supplier fields.
List of system users permitted to add Job Operation items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.
T, S, Sy, U
If set to 1, users will be prevented from adding a part, which has Engineering-in-Progress set, to a RFQ or Purchase Order, rather than just being given a warning.
List of system users permitted to add non-part items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.
If set to 1, Work Order or Job operations can be raised on a PO even though they are not for Outwork Work Centres.
T, S, Sy, U
If set to 1, when printing an RFQ or PO it is marked as printed regardless of the report destination.
List of system users permitted to add Work Order Operation items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.
Set to the number of days (default if not set is 15) before password expiry that a user will receive a warning after login.
Set to 1234, or any combination, will cause those SO user defined fields to be inherited from the customer fields.
T, S, Sy, U
If set to 1, users will be prevented from adding a part to a Quotation or Sales Order which has Engineering-in-Progress set, rather than just being given a warning.
T, S, Sy, U
If set to 1, when printing a Quotation or SO it is marked as printed regardless of the report destination.
List of TaxRegime,UpliftPercent, separated by commas, of those tax regimes where the tax is calculated on the goods value uplifted by a percentage.
Set to 1 when you wish to permit the WO assembly part itself being added as an extra part to a Backflushed WO. This provides for partial re-processing.
Set to 1234, or any combination, will cause those WO user defined fields to be inherited from the assembly part fields.
T, S, Sy, U
If set to 1, when printing an WO Picking List it is marked as printed regardless of the report destination.
T, S, Sy, U
If set to 1, when printing an WO it is marked as printed regardless of the report destination.
If set to 1, users will be permitted to record work order operations out of sequence in Shopfloor Data.
T, S, Sy, U
If set to 1, users with appropriate privileges and posting final operations in Shopfloor Data and Work Tracking will be automatically presented with pre-loaded WO Receipt windows.
A comma-delimited list of String Numbers for yes/no and no/yes messages that should be reversed from their standard defaults within the program.
All headed lists throughout the system now can have a context menu to print a generic report of the list visible contents or export the raw underlying list data.
All code for printing of reports has been rationalised and custom report classes can now be substituted (regardless of having a formal type) using the standard class name as the Report Type in the Custom Reports tab pane in the Settings window. You can also substitute substituted reports using their class name. This obviates the need for the Rename to: MyClass syntax when populating a ProgCode.usa file.
To extend the usefulness of ScratchPads a number of quasi-reports have been added to 'Load ScratchPad with Parts/Customers/Suppliers Encountered'. Included are Sales order items, sales history, purchase order items, purchase history, work orders, work history, shortages, jobs, job items, job bookings and stock history.
Additional currency and business value per year fields have been added to the Program Enhancements window and database so that enhancement requests can be valued by the requester. For more details see the Program Faults, Feature Enhancements, Requests and Reports Maintenance window.
Total planning hours have been added to the pop-up work order list window in capacity planning work centre loading. For more details see the Work Orders window.
The part costing window that opens when you 'Update Costs' now has a Re-calculate Costs Multi-Level button function that will re-cost all lower-level parts and present a new current cost for the part. Lower-level items are permanently re-costed during the process. For more details see the Part Costs Update window.
Part cost history now has a graph tab pane which shows cost change. For more details see the Part Costs History Log Listing window.
If you add a process route operation but forget to set a work centre you will be provided with a warning. For more details see the Process Route Maintenance window.
On Goods Inwards with multiple Tracked Parts on a single PO and a single supplier Delivery Note. Automatically the line item number will be added to the history reference to make a unique history reference, which is required when "Tracked parts must be given a unique history reference" is checked in the system preferences. For more details see the Goods Receipt from Purchase Order window.
When you delete the last line item from a PO you are asked if you would like to cancel the order. For more details see the Purchase Order Line Item Maintenance window.
The List All Work Orders function on the WO Receive window now only lists those work orders that have a quantity that can be received. For more details see the Receive Work Order Assemblies from Production window.
Part description has been added to the SN window to aid recognition. For more details see the Serial Number Creation on PO Receipt window.
Entering a supplier's Delivery Note number in the reference field copies it only to other lines which can be received. For more details see the Goods Receipt from Purchase Order window.
Options has been added which forces the document printed flag to be set regardless of whether they were printed to the printer as opposed to the screen. Separate document system options are: optInvPrintMarkAll, optPOPrintMarkAll, optSOPrintMarkAll, optWOPickPrintMarkAll, optWOPrintMarkAll.
When you edit a SO line item and you click "Customer Parts Details" to go edit the customer part. Having edited the part you come back to the SO your changes are now incorporated into the SO line item. This behaviour is consistent with what happens on a PO with purchase parts. The item is updated, if selected in the list, and you are warned to either save or revert.
Process Routes operations list now shows standard texts, in the absence of any normal instructions.
The following enhancements have been made to the G/L Review Accounts Structure Tree: - 1. One extra level of dril-down, to split account groups from cost centres, so that when you first drill down on the report line you just see the account group totals (first 6 digits) and if you drilled down once more you would then see the results for any individual cost centres using that account. 2. One extra button on the bottom, for calculate all lines. For more details see the General Ledger Account Structure Tree window.
There is now a button on the sales dispatch window that enables you to change/enter the shipping/Packing details for the dispatch. For more details see the Sales Order Dispatch and Bonding window.
On the WO kitting window the "Full Issue" button has been replaced by a "Issue this many" button and a quantity that defaults to the WO quantity. This enables you to partially kit an order, leaving the balance kit as shortages. For more details see the Work Order Kit and Item Issue or Return window.
Additional slider controls have been added to the Capacity Planning work centre loading graph and Financial Planning cash flow graph so the user can control the start date and period of the graph display. For more details see the Work Centre Loading Chart window.
An additional oCustom1 method $NewPartRecordSave has been added which enables fields to be checked for valid data.
System options have been added, optAcForceComment and optAcForceDocRef, such that any attempted ledgers posting that does not have a comment and a reference generates a warning, and/or prevents posting.
A system option, optJobSnTracking, has been added, that when set, records a serial number tracking event on completion of a job when a part has been issued on a job that is tracked on issue.
When dispatching a phantom kit item, it is now not possible for you to dispatch kit items without dispatching a kit quantity.
Additional workflow triggers have been added for: P O Receipt of Outwork Item, Create a Part, Create a Customer, Create a Supplier, Create a Marketing record and create a new G/L account. For more details see the Workflow Trigger Alert Maintenance window.
Ledger transaction Credit Control Memos now have a status attribute that can be set to Approved, Awaiting Approval or Permanent Bar. Debits that are not set to Approved can not be paid from the A/P Review Overdue Payments window. In addition, when entering an A/P Invoice, you can now create a credit control memo at the time. For more details see the Credit Control Memo Set window.
A/P Overdue Payments has been enhanced to show any Credit Control Memos and to reflect their status. There is a new Can Pay column which reduces any payment amount by any value subject to unapproved memos. For more details see the Overdue Supplier Accounts window.
System options have been added to prevent parts being added when subject to Engineering Change-in-progress. optPONoEngChange for POs, optJobNoEngChange for Jobs and optSONoEngChange for Sales Orders.
A user can now be given a Password Validity Days value that will force the user to change their password at regular intervals. There is a new system option optPasswordWarn in which you can set a number of days prior to expiry that the user will receive a warning. For more details see the Privileges and Settings window.
You can now print a remittance advice note for a customer payment in the same way as currently available for a supplier.
A new setting has been added to the Defaults tab pane of the Settings subwindow (User Preferences and Privileges and Settings) which controls whether data is cleared from a window when a Find is initiated. For more details see the Settings Maintenance Subwindow window.
Part type and ABC code can now be changed in Parts Global Changes. It will not change part type to or from 'P' or 'O'. For more details see the Parts Global Changes window.
The treatment of Phantom type parts when on a Purchase Order has changed. A 'P' type part on a PO is now a Purchase Kit. When the kit is received it's components are actually received. Costing of components is based on a distribution of the kit cost. Purchase history records the kit receipt but inventory records the component receipt. A new part attribute of 'For supplies of the part MRP will order PO kits' has been added. This controls whether demand for the part will load MRP recommended supply of the kit. An MRP control has been added to the MRP Process of 'Do not consolidate into PO kits. For more details see the Purchase Order Line Item Maintenance window. For the full implications to MRP see the Treatment of Purchase Order Kits section in the MRP Menu topic.
Return to supplier now has the ability to add standard purchase text to the comments for the return note. For more details see the Goods Return to Supplier window.
Customers, Suppliers, Parts, Sales Orders, Jobs, Purchase Order and Work Orders and history all now have 4 user-defined fields in the same way as the ad-hoc part fields. The company details Discounts tab has been changed to Descriptions and now contains a user description for each of these user-defined fields. There are now 4 system options which determine whether and which fields are inherited on the documents from the master records: optJobInheritsUserFields, optPOInheritsUserFields, optSOInheritsUserFields and optWOInheritsUserFields. All history fields inherit the values from the document.
A supplier minimum order field and minimum order rule fields have been added to suppliers. If a value is entered, the user is warned with a message containing the Rule when a PO is raised, and then when saved for a value below the minimum. For more details see the Supplier Maintenance window.
When entering stocktake results, you can now Mark Records as Processed which is recorded and will be seen in a later session. For more details see the Stocktake Results Entry window.
You can now re-number quotation lines by dragging-and-dropping a line up or down in the list - but only if the list is sorted by line number. For more details see the Sales Order Line Item Maintenance window.
Improvements and extended search and sort options have been added to Sales Order Item and Sales History selection and print windows. You can now search/sort by country, index codes and quotation dates. There is also a new sales history report subtype for Sales Order and Quotation Analysis for period and over 12 months that views both orders and history in one report. For more details see the Sales Order and Quotation Reports and Sales Dispatch History window.
Addition of a reference field for sales order items which may be used to report on.
A system option, optWOShopOpOutSeq, has been added to enable the recording of operations before previous ops are logged.
An option, optWOShopReceive, has been added which, if set, will cause the system to automatically offer WO completion or backflush on any completion, part or full, of the last operation in the process route.
A part field has be added which can contain a comma-separated list of user IDs who are permitted to add that part to a purchase order. The field has also been added to part global changes. For more details see the Part Maintenance window.
Three system options, optPONonPartUsers, optPOWoOpUsers and optPOJobOpUsers, have been added in which you can set a comma-separated list of User IDs who are permitted to add non-part, WO Operations and Job Operations to purchase orders.
There is now an Active Options report available from the System - Options tab pane in Privileges and Settings which lists all options associated with your site setup. Options can now have comments added to the value using the syntax "optName=Value ;;Comment" the space and two semi-colons must be used to separate the comment from the value. Comments are useful as an aide memoir of why you added them. For more details see the Settings Maintenance Subwindow window.
Printing a GRN after the receipt session now picks up the batch number of batch-tracked parts.
A new Print Stock Transfers Function has been added to the Inventory menu which enables full listing reports for stock transfer data. Custom report type TRS. For more details see the StockTransfer Reports Selection window.
Information and callback date has been added to the mass change of index codes and flags. In addition, there is a new list menu feature that applies the change to selected list lines. For more details see the Marketing Mass Change window.
A new sub-type report for A/P Statements and Reviews has been added to provide for Supplier Turnover reports. For more details see the Supplier Statement and Report Options window.
A field has been added to the work centre to hold the default margin on job operations for that centre. This migrates onto jobs when the work centre is selected for an operation. For more details see the Work Centre Maintenance window.
A NCR (Non Conformance Report) has hitherto only been triggered by quarantining stock. A new option, optNCRAutoMovements, has been added to extend automatic NCR generation to other stock movement types. It can be given the value of any or all of the characters ADHW, representing Sales Return, PO Return, Outwork Return and WO Scrapped.
Unless a work centre is an outwork centre it was not possible to order it on a PO. This prevented, outwork of normally in-house operations for overload reasons. An option has been added, optPOOutOpAllWCs, which, when set, permits PO Outwork operations for non-outwork operations. Costing is unaffected by these PO items and capacity planning ignores them in normal make-to and loading lists and reports.
Incoterms are internationally agreed terms of trade and comprise of a code (e.g. FOB, EXW, CIF etc.) and a place or port name. Incoterm definitions have been added to Index Codes. On the sales side Incoterm and Place fields have been added to Customers and Additional Delivery Addresses, then Sales Orders and Jobs and then Dispatch Notes/Invoices. On the purchase side, Incoterm and Place fields have been added to Delivery Details, then Purchase Orders and history. For more details see the Index and Other Code Maintenance window.
Addition of a function to load a job or estimate into the trial kit function. For more details see the BoM Trial Kit Parts Setup window.
Unissued job line items have been added to the Work Order Available to Kit function. For more details see the Work Order Available-to-Kit Options window.
A 'Stage Payment' button has been added to the general invoicing tab which brings up a window in which you can setup proportions of the job sales value which can then be applied as invoice lines. For more details see the Job Stage Payments window.
An inventory rotations (turns) over period report has been added to Inventory History reports.
Serial number records did have only one reference field for both kitted to work orders and when made on a work order. There are now separate fields that distinguish whether the serial number was assigned at the time of receiving a work order (i.e. for the assembly) or assigned to kit components issued to the work order. For more details see the Product Serial Number Maintenance window.
It is now possible to assign multiple-serial number selections to lower-level components in a serial number structure by drag and drop. Serial numbers will be mapped in the order of the serial number list onto the original underlying assignment (I.E. in the order of the dispatch lines or kit issue). For more details see the Serial Number Assignment window.
Having made an assignment in the item list, you can remove the assignment using the delete key - the next available will then be selected. For more details see the Serial Number Assignment window.
Support for Mac OSX and Linux servers with cross-platform or mixed protocol workstations are now supported using Omnis V3.3 and the Omnis Data Bridge. For details of the implementation see the General Program Functions -- Data Files and the Omnis Data Bridge help topic.
A new option, optYesNoStrSwap, has been added which can contain a comma-delimited list of String Numbers for yes/no and no/yes messages that should be reversed from their standard defaults within the program.
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Compiled in Program Version 3.10. Help data last modified 22 MAY 2008 07:21. No class.
Reference Contents > Introduction > What's New in Version 1.30