8CB ========= CASH BOOK ========= UG 8CBX78M 31/03/04 UG Run \cog rbcbm cc & 8CBX06PU 31/03/04 8CBL01 Bank reconciliation Add 'print summary' option 11/08/03 Fix calculation of 'un-presented lodgements' 28/07/03 Space for 7 digit chq ref 10/07/01 Mark items as 'presented' - payments and lodgements. 23/04/01 Allow entry of Bank Fees ONLY to post to PL 23/04/01 Report any imbalance (e.g. cheque val. not = bank) 23/04/01 8CBL03 Post Cash Sales to Cashbook/Debtors Posts details to CBT for banking report. 31/07/03 8CBL04M Post DT Banking / CR payments to PL Default to Update only when called from banking 25/08/05 Replaces 8DTL13M; 8CRL13M 31/07/03 8CBL06 Archive Cashbook Archive CBM/CBT files: 11/01/04 Defaults: 6 months; Reconciled 11/01/04 8CBL09C1 Cash Book master maint. Can be called from CBL01 23/04/01 8CBL19C1 Cash Book Trans (CBT) maint. New 31/07/03 8CBP02C1 Cheque Register (presented / un-presented) Replaces 8CRP02C1 23/04/01 8CBP02C2 Cashbook List. Full cashbook report 23/04/01 8CBP02C3 Cashbook List - Un-presented only Finish 19/11/03 Called from CBL01 23/04/01 8CBP02D1 Print Direct Credit Schedule from Cashbook NEW: Prints / re-prints any Direct Credit schedule 25/07/01 8CBP02P1 Debtors Banking Report Selection by Date and Payment type added 1/06/08 Add summary by payment type. 31/03/04 8CBP02P2 Debtors Banking Schedule Page skip at EOJ 19/04/04 Revised for rel 8.72 11/01/04 8CBQ01C1 Cash Book Lookup Allow lookup of Archived records 24/10/03 8CBQ05B Cash Book Plucker (for CBL09) Show Run No's. 1/06/08 New 23/04/01 8CBQ06B Cash Book Trans Plucker (for CBL19) New 31/07/03 8CBX01M Import / Export Cashbook New 23/04/01 8CBX06PU Change 'PL Updated' Flag Run when implementing 'Full' rel. 8.72 11/01/04 8CBX06SF Change Status Flag New 23/04/01 8CBX78M Convert CRQ to CBMn Run when implementing new Cashbook module 23/04/01 8CR ========= CREDITORS ========= 8CRX88M 31/03/04 New Master file (CRM) with extended e-commerce data 28/07/03 See G:\AA\DC\CR-UG.DOC 10/12/01 8CRX16PV - Clear 'To Pay' field - Rel 8.56 15/08/01 8SYX06CY - prepare Control file for 8.56 Creditors 16/07/01 8SOL03C3 - as for ~C2 for Rel 8.55 Creditors 1/06/01 8CBX78M - Convert CRQ to CBMn for new CB Module 23/04/01 8CRL01-- Creditors Invoicing - Notes Allow entry of lower-case codes 1/07/08 Don't allow invoice to 'deliver-to' account. 1/06/08 Mark costed invoice as 'held' 21/03/08 Use 'costing' dates rather than 'trading' 8/08/07 Due date calculated from Terms (if present) 23/10/01 PL period / Due date calculated from Inv. date 13/09/01 Option to prompt Sys. date - cg CRL29 13/09/01 Prompts PL period and passes through system 15/08/01 Checks Invoice balance - esp GST on total 15/08/01 Calculate Due date from Terms 15/08/01 Allows entry of Foreign Currency Total on Trailer 8/08/01 Check Totals (esp GST) and force F9 to finish fix. 8/08/01 Now allows 'Recall'; Cancel: Copy; Reprint removed 10/07/01 sF1 fixed (see 20550); 10/07/01 Prints Compressed 29/06/01 8CRL01M5 Creditors Invoicing - TL GP CO RI See 20748 25/07/01 Allow recall to fix an invoice 10/07/01 Space for 7 digit chq ref 10/07/01 Force Cheque # in 'Paid' invoice. 10/07/01 Rel 8.5 with new Function keys 1/06/01 8CRL01M6 Creditors Invoicing - Temporary Rel 8.6 - Cashbook Now allows Direct Credits 25/07/01 Use instead of ~M5 until users upgraded 25/07/01 Calculate Due date from Terms 25/07/01 8CRL01M8 Creditors Invoicing - HP (cc-bb-d-aaaaa) Disallow Invalid Trans Code/Type 9/11/01 Allow Pluckers on Header screen 9/11/01 Allows entry of Foreign Currency Total on Trailer 7/08/01 HP version 10/07/01 8CRL02 Creditors Invoicing Recall; Reprint; Cancel New release for 8.55 Creditors 25/07/01 Now Deletes original if changed. 10/07/01 Allow recall to fix. 10/07/01 8CRL03 Creditors Invoice Update Mark costed invoice as 'held' 21/03/08 Option to update the Sales database (SMM) 12/04/07 Allow processing of ANY period's invoices. 31/03/04 Disallow concurrent updates 20/09/03 Process only invoices for the period selected. 13/09/01 (the current PL or Trading period). 13/09/01 Checks if nothing to process. 13/09/01 Creditor Update Run No. now passed to PL batch. 18/07/01 Passes PL period to Cred. Trans. (ccCRP) 22/03/00 8CRL04 Creditors Manual Payments Check PL period and period-end date. 13/09/01 Re-written. Uses Plucker to enter payments. 10/07/01 Option for 'automatic' processing. 10/07/01 Space for 7 digit chq ref 10/07/01 New release (cf 20919) 10/07/01 Prompt next cheque No. 10/07/01 8CRL04C2 Creditors Manual Payments Remove 'F8 Text' option. 15/12/03 19/04/04 F3 at Trans. Type now lists CRTT records 21/05/02 Optional Control report 27/09/01 Update Run No on CRP 25/07/01 8CRL06-- Creditors payments (All versions) Operator may set the Processing Date. 22/06/06 15: Write to CBM/CBT with entered date. 22/06/06 Remittance Advice now optional (per supplier) 11/10/01 Now handles 'part-paid' invoices correctly 9/10/01 Optional Control report. 27/09/01 8CRL06-A Creditors payments (All versions) New Layout - 7CRL06C1 22/12/99 Problem with Re-print fixed 3/11/99 8CRL06D1 Direct Credit payments Gets the current PL period from PLRC 15/08/01 New Feature: Pays 'due' direct credits; 25/07/01 Optional Remittance Advice for each Creditor 25/07/01 Posts the payment to Creditors; 25/07/01 Update the Cashbook: 1 record per creditor to the 25/07/01 trans. file (CBT) and one per Run to the Master (CBM) 25/07/01 Prints the Direct Credit Schedule after each run. 25/07/01 Optionally processes the payments to the P/ledger. 25/07/01 8CRL06D2 Direct Credit payments + Remittance Remittance as per 8CRP04R2 19/04/04 8CRL06L3 Cheque & Remittance - OL Laser version No further changes needed (new forms for ChCh / Dn) 1/06/10 New laser version based on T3 - mods 1/02/10 8CRL06T3 Cheque & Remittance - OL Oct 02 Change Address printing: 31/07/06 Name; postal; address3; town; add post code; if found. 31/07/06 Change Address printing: 29/05/06 Name; postal; address3; town; add post code; if found. 29/05/06 New design (based on T1) 15/10/02 8CRL06Z2 Cheque - ZC Allow for part-paid invoices 31/10/01 New layout - Z1 retained for ZH 6/03/01 Doesn't print payee's address 6/03/01 8CRL07 Payment Selection - TL RI Has option to Hold/Release invoices 25/07/01 New release allowing part-payments. 10/07/01 Allows 'status' to be changed in the 'lookup' screen 31/11/00 depending on the option selected in CRL07 31/11/00 with a running total. 31/11/00 New release: easier selection; running totals 7/11/00 8CRL08 Creditors' Roll Fix Costing Period roll 17/01/05 Sets up the new Control totals: The new Opening 15/08/01 Balance is the EOM closing balance. 15/08/01 The Period postings are reduced by the EOM postings 15/08/01 The EOM postings are copied from the new Period values. 15/08/01 8CRL09C2 Creditors Master File Maintenance Allow 'costed' option per Supplier 1/05/09 Set 'costed order' per supplier 30/04/09 Fix record locking 13/04/09 Allow 'reference' for Ordering 1/09/08 Enhanced for rel 8.90 CogMail module 18/04/08 Allow new 'O'verseas status 1/01/07 Extension file (CRE) required only for 'Extra Text'. 22/06/06 Allow 'E'-mail flag for remittance advices. 11/04/06 'Do Not Update' to stop automatic updating of Costed 12/02/06 Orders for nominated (overseas) suppliers. 12/02/06 'Lead Time' (in days) added 12/10/04 Fix 'F4' - suppress printing. 23/08/04 Remove 'deliver-to' (originally for TL/Pronto 27/02/04 Retain the first 4 digits of the Bank Code 17/02/04 Add Purchasing Message Code - see Creditors Setups 16/11/03 Optional 'long' name and address fields on CRE file 31/07/03 Allow entry in 'Deliv' of Pronto code. 19/02/02 accounts. 'DA' for 1st then 01; 02 etc. 19/02/02 To cater for existing users (TL; SZ etc.); the default 2/11/01 Payment flag on CRP is space which is interpreted 2/11/01 as 'cheQue'. 2/11/01 Optional Remittance Advice switch 11/10/01 New 'O'verseas status allowed - TS/HP 9/08/01 New 'contact' details 25/07/01 8CRL09C7 Creditors Master File Maintenance - Rel 8.7 New Creditor Master fields 28/07/03 8CRL10 Cheque Reconciliation. Re-instated for Adelle 17/11/03 8CRL13M Post Creditors Payments to GL Operator may set the Processing Date. 21/02/06 Now uses Run No. for PL Batch Ref. 29/11/01 Update Run No on CRP 25/07/01 Print a register of the payments processed with 10/07/01 options for Print; Update; Both; Re-print 10/07/01 Re above: both are adequately protected 7/11/00 8CRL15 Delete / Archive CR Invoices Include 'Cancelled' invoices 25/07/01 Allow selection by Run No. - TS 25/07/01 8CRL16 Delete / Archive CR Transactions Allow selection by Run No - TS 25/07/01 This was just a prob. with sites - mjs 8/03/01 8CRL18C1 Creditors Transaction File Maintenance Show Payment value 18/08/05 Space for 7 digit chq ref 24/07/01 New screen design - includes 'to pay' 10/07/01 Space for 7 digit cheque ref 10/07/01 8CRL19C1 Creditors Invoice File Maintenance Show more details 25/07/01 8CRQ08B plucker added. 6/12/99 8CRL28C2 Creditors Report Maintenance Allows entry of Report File ID (esp for export) 13/08/01 Selection of 'Local' or '4X' currency 16/07/01 Allows reports to be run automatically from the menu 6/10/00 8CRL29C0 Creditors Setup program - Development options s18 Expense Analysis sets (EXET): Current subjects: 1/06/06 S = Supplier; T = supplier Type 1/06/06 D = Dept.; E = Expense type 1/06/06 Option to e-mail remittance advice. 11/04/06 S1: Additional status codes to show in plucker 12/10/04 S11: Next 6 month's ordering values per buyer 12/10/04 S1 Update Flag 20/09/03 Show last run total 20/09/03 Subj 14 4x - Add a margin field to the calculation 30/01/02 Trans Types: Show Control values 28/11/01 Subj 1: (2nd page): options re Summary Trial balance 27/09/01 in Control report and Control report in Payments 27/09/01 New 'setup' (1): Option to prompt Sys date for Inv date. 13/09/01 Allow 'O/seas' suppliers in Plucker per Terminal (sub 2) 9/08/01 New options for Direct Credits. 25/07/01 Shows 'Last' update run no. (subj 1) 18/07/01 When changing to the new release; ensure that the 'Last 18/07/01 update run no.' in Creditors setup (subj 1) is higher 18/07/01 than the former 'last PL batch no.' in PL setup; 18/07/01 'creditors Integration' (subj 10). 18/07/01 Messages for Remittance advices 1/06/01 New Help added 9/02/01 New 'Code-builder' (subj 26) feature for Integration. 7/08/00 Archiving ability 5/05/00 Subj. 1: Option to display trans. due date. 15/10/99 8CRL85T Invoice File Audit / Repair New toolkit 9/11/01 8CRP01C1 Reprint CRP Transactions by Batch or Account Selection by Payment and PL run no's 9/03/09 Now shows message if no trans. to print 13/08/99 - Don't select period range for CRP before rel 8.4 13/08/99 8CRP01C2 Reprint CRP Payments by Account (or batch) Add selection by Due and Trans dates; Trans Type 22/05/04 8CRP01C3 Report 'Held' invoices New report to be run monthly (at least) 1/04/08 8CRP01ES Export CRP Transactions - Audit New for CTS to re-construct EOY balances 18/08/05 8CRP01EX Export CRP Transactions Unpaid creditor invoices export to comma delimited file 10/04/02 with titles. 10/04/02 8CRP02C1 Cheque Register Now 8CBP02C1 - Rel 8.55 Creditors 23/04/01 8CRP03C2 Creditors Invoice Register Don't default to Export 9/07/08 Allow selection by Batch. 1/02/06 Prints Compressed 29/06/01 Now subtotals by Creditor; show due date 8/03/01 Shows PL code on detail lines 8/03/01 An invoice register for Creditors 2/02/01 8CRP04-- Creditor Reports - Notes Option to print 'EOM' or 'Current' balances 13/09/01 Selects 8CRP04 progs at startup 5/09/00 Allows Auto report code (from menu) 5/09/00 8CRP04B2 Creditors Trial Balance Now prints Supp Order on 'details' line 16/07/10 Now includes the Supplier Order No. 1/07/10 and the Buyer code on invoice detail lines 1/07/10 Change method of calculating 'historic' reports 1/02/08 Re-allign trans. printing to clarify sub-totals 28/08/07 8CRP04B3 Creditors Trial Balance - 4X option Select & sort by currency code (4x code) & values. 16/07/01 8CRP04C1 Creditors Name and Address List Re-designed to show Fax; e-mail etc. 30/05/03 If necessary; contact details printed on 2nd line. 30/05/03 8CRP04D2 Cash Requirements Include selection by & reporting in 4x. 16/07/01 8CRP04D3 Due creditors Invoice PL analysis Shows PL analysis per Invoice 13/08/01 8CRP04D4 Due creditors PL analysis New Creditors PL analysis of 'Due' (and 'not due' 13/08/01 invoices summarised x Supplier x PL code 13/08/01 New Creditors PL analysis of 'Due' 11/08/01 8CRP04E1 Basic Supplier Export Supplier Code; Status; Name 11/01/08 8CRP04E2 Creditors Trial Balance Export New export based on T/bal report 2/06/10 8CRP04E4 Due creditors PL analysis Export Summary of Un-paid CR invoices x Supplier x PL Code 13/08/01 Run after Invoice Update (CRL03). 13/08/01 Report settings: Page 3: 13/08/01 1: Select 'D'etails; 13/08/01 2: Include Accounts with any 'B'alance 13/08/01 9: Include all 'Due' and 'Not due' trans; 13/08/01 8CRP04E8 Export for CogFax / Callista New for TS phone system 31/03/04 8CRP04EX Creditors File Export - all fields Creditors master file export to comma delimited file 8/04/02 with titles. 8/04/02 8CRP04M2 e-mail Remittance Advice; R2 layout Updated to latest e-mail method. 5/10/09 Rel 8.91 CogMail features added 09/06/08 18/04/08 New (from R2 and 8INP04) 11/04/06 Will produce an e-mail remittance advice for any 11/04/06 supplier with an e-mail address (uses # 2 if present) 11/04/06 and with 'E' flag set. 11/04/06 The files are be named 'Rcccccccc.HTM' where 'ccccccc' 11/04/06 is the Supplier Account code. The files are 11/04/06 saved in the CogMail outbox; 11/04/06 An old file for the same supplier will be replaced. 11/04/06 8CRP04R1 Remittance Advice; Plain paper A4 Prints 'debtor' account code if present. 2/11/04 Change page skip controls esp. re messages 6/05/03 8CRP04R2 Remittance Advice; A4 paper - ZH A4 version - prints fax no. 1/06/01 8CRP04X1 Export Master for Pronto Format ex cred-mast.xls (TXCRM.XLS) 19/02/02 Doesn't write Deliver-to accounts. (see ~X2) 19/02/02 8CRP04X2 Creditors Name and Address file export for FCx / Pronto As for DTP04X2 - for 'deliver-to' accounts; the 19/02/02 'pay-to' is used as the account code (if not present 19/02/02 'new code' is used) and the 'type' is from 'Deliv..'. 19/02/02 8CRP04XH Creditors File Export - HP selected fields Excludes fields not used by HP 9/04/02 8CRP10 Creditors Control Report Show both 'current' and 'eom' ledger balances. 31/07/07 Show both 'current' and 'EOM' ledger balances. 1/05/07 Now prints the Creditors Control from the Ledger 31/03/07 Date added to Heading line 22/03/07 Prints 'Ledger Balance' line by retrieving 22/03/07 the current period's 'Creditors' balance from PLM 22/03/07 Check CR account on PL 11/08/05 Show last run total 20/09/03 Print after any Payments are made 27/09/01 add ability to print a 'S'ummary TB after 27/09/01 add print settings prompt 27/09/01 Rel 8.6 showing 'End of Month' and 'Current' 13/09/01 Now shows 'EOM' and 'Current' periods: 15/08/01 'EOM' includes postings to the current PL period. 15/08/01 'Current' includes the current Trading period trans. 15/08/01 8CRQ01C2 Creditors Accounts Inquiry Level 2 Show more R8.82 fields; eg 'supress costing' 12/02/06 Show nre R8.82 fields; eg 'supress costing' 15/12/05 Remove 'deliver-to'; add 'Message Code'. 27/02/04 Batch No. from CR Inv OR Suppliers Posting displayed 16/08/01 F2 setup fixed re Dates and Trans Types 10/07/01 Space for 7 digit chq ref 10/07/01 Now displays Cheque Status from CBM 10/07/01 Option to show due date (cf 8CRL29C0) 15/10/99 Display trans. in reverse date order. 15/10/99 8CRQ01C7 Creditors Accounts Inquiry: Rel 8.7 New Creditor Master fields 28/07/03 8CRQ01D2 Creditors Accounts Inquiry Level 2 - with Cashbook (CBM) Retain Creditor Code when changing history files 28/07/03 Show remittance flag. 16/10/01 Use for new Cashbook/Creditors instead of 8CRQ01C2 25/07/01 New 'contact' details 25/07/01 8CRQ02C1 Creditors' Invoice Inquiry Display Credits as negative in all screens. 28/08/07 Display Credits correctly (at last - JS) 18/09/06 Display PL Desc in full (if too long) 19/07/06 New Rel 8.56 - shows Supp Order 25/07/01 Allow History File Lookups 20/07/00 Now shows PL period in trans display. 22/02/00 8CRQ04 Creditors' Invoice Inquiry Allows 'status' to be changed in the 'lookup' screen 17/11/00 depending on the option selected in CRL07 17/11/00 with a running total. 17/11/00 8CRQ05A Creditors 'Plucker' A Short screen - 10 lines Restrict to designated suppliers per operator. 1/03/07 Don't show 'O'/seas suppliers (unless allowed) 1/01/07 Allow 'O/seas' suppliers in Plucker per Terminal 9/08/01 8CRQ05B Creditors 'Plucker' B Long screen - 17 lines Additional status codes to show in plucker 12/10/04 8CRQ06B Creditor Trans 'Plucker' Full screen display Now displays only the records required in CRL07 7/11/00 for the selected function 7/11/00 8CRQ08B Creditors Invoice 'Plucker' Full screen display Shows PL period 22/03/00 New plucker for 8CRL19C1 2/12/99 Allow viewing of History files. 2/09/99 (used in 8INQ02C1 and 8INL19C1) 2/09/99 8CRX064X Exchange Rate code To set to spaces for ZH 8/03/01 8CRX06MG Change Message Code New for Jilly 27/02/04 8CRX06PM Change Payment Method on CRM New for Rel 8.56 direct credits 30/07/01 8CRX06RC Change Report (Mail) Codes New for 8SOX09 'order completion' for Local suppliers. 3/07/06 8CRX06RF Remittance Advice Flag New: Set Optional Remittance Advice flag 15/10/01 for Direct Credits 15/10/01 8CRX06SC Status code Set new 'O'verseas status from 'X' mail code. 1/01/07 8CRX09PL Creditors Invoice Transaction File Fix - PL A/c To insert Stock A/c where blank 2/10/00 8CRX09PP Change PL period on CR Invoices (before posting) New toolkit (for HP) 13/08/01 8CRX09ST Creditors Invoice Change Status Allow selection by Update Batch ref. 1/01/08 8CRX16PB Change Payment Method on Creditors Trans. file To set to 'D'irect credit for HP 3/08/01 8CRX16PV Clear 'to pay' field for new 8CRL04 Also clear Payments (for CRL18C1 view) 26/03/02 Fix 4x-value on CRP for rel 8.56 16/07/01 For new Creditors/Cashbook 10/07/01 8CRX41X8 Import Creditors file Phone Nos. ex 8CRP04E8 Add 'report codes' (cf 8SOP01vv) 19/07/06 New for Callista phone system 31/03/04 8CRX88M Convert Creditors Master File to Rel 8.7 Allow for Schedule 9/05/05 New Master file (CRM) with extended e-commerce data 28/07/03 8DT ========= DEBTORS ========= UG 8DTX03FF - 8DTX03FP - 8DTL03 20/02/00 8DTL01C1 Debtors Payments - B/Fwd & O/Item - 'Old' report layout Option NOT to change banking data (e.g. CASH) 31/03/07 F3 Lookup at 'program menu' enabled. 17/11/05 Setting MOT to update customer payment details. OL 17/11/05 'Old' banking schedule layout revived for Jenny 27/02/04 8DTL01C2 Debtors Payments - B/Fwd & O/Item (8DTQ07B) Don't repeat 'Payment Method' 1/05/08 Option to prevent repetition of Payment Method. 1/04/08 Add Account Type to DTT 29/03/06 Pass the Cheque No. to cashbook for Cash Credits. 28/02/06 Pass direct credit payment's ref. no to cashbook. 28/02/06 Both above for easier bank reconciliation. 28/02/06 Don't send 'text' to CBM 12/02/06 Mark O/Item Invoices with Payment Batch for re-print 2/11/04 Also expand 'name' field and new report headings 2/11/04 Allow Journals which don't update cashbook 31/03/04 Finish Cashbook integration 11/01/04 Re-design batch report / log. 11/01/04 Prompts previous Reference when a customer is 5/03/02 re-selected (to allow F6 'clear'). 5/03/02 Do not display FUTURE Unallocateds. 6/08/01 Space for 7 digit cheque ref. 10/07/01 Prints Compressed 29/06/01 All DTT open-item payments AND paid trns. sent to SYS 5/10/00 for re-export to branches. - cf 8SYL23 5/10/00 Print Banking Schedule without setting default 14/09/00 'payment method' per customer. 14/09/00 F2 to toggle lookup method 17/06/00 Re-print feature re-instituted 17/06/00 Allow default to Short Name (see 8DTL29C0) 11/04/00 Retain Banking Schedule option if batch re-started. 17/03/00 Use trans type 'A'lloc. for matching Credits 9/03/00 When 'matching' credits; use the Credit No. as ref. 6/03/00 This (and the batch date) is then written to the 6/03/00 'matched' invoice for reconciliation Stmts. 6/03/00 Allow F6 to Clear to same DT Code in same batch 22/02/00 as long as Ref No is unique 22/02/00 New 'Journal' feature 22/02/00 'F7 restart' fixed. 21/02/00 Show 'Suspended' and 'Un-authorised' in Plucker 27/01/00 A 'future' journals is 'aged' only if it was 25/01/00 'aged' on entry (e.g. credit a previous period) 25/01/00 Now gets EOM date from DTRC val 8 (see 8DTL08) 11/01/00 Fixing via 'hot' column - allows aging to be fixed too. 6/12/99 Bank code; A/c now updated by 'future' payments 2/12/99 'Print Only' option removed. 2/12/99 When processing payments after EOM but before the Roll 1/11/99 the operator can post the current month; to 'next' 1/11/99 month; or choose to Print only. 1/11/99 NOTE: This is a powerful new feature and requires 1/11/99 CAREFUL setup and training for ALL clients. 1/11/99 Uses customer's default Payment Method. 30/10/99 New Banking Deposit Schedule 30/10/99 8DTL03 Debtors Banking Manager Allow text records (cashbook) 12/02/06 Menu for Daily Banking 31/07/03 8DTL04 Debtors System Recoding New release for HL DT re-coding. 5/02/01 8DTL07 Debtors File Audit New run options and O/item calc. 22/02/00 Allow for 'future' payments 1/11/99 8DTL08 Debtors Roll Review period end date controls (DTRC; INRC) 31/07/03 Now updates PLRC EOM date from current Sales date 13/09/01 Does not carry any item forward on the DTT where the 14/05/01 customer is being changed from a B/Fwd to an Open Item 14/05/01 and where the Customer balance is zero. 14/05/01 Fix handling of Credits when changing to O/item 29/03/00 Option to keep all credits when changing to O/item 6/03/00 (else current only) - see also 8DTL29C0 6/03/00 Rewrite for O/item; Future trans; Chg to O/I 22/02/00 Retains 'current' credits when changing B/f to O/item 22/02/00 Marks Rolled trans. (esp. for 8DTX13) 23/01/00 Now sets EOM date for Payments 11/01/00 Allow for 'future' payments 1/11/99 Allow change of Balance Type: 27/10/99 Set 'new' balance type with 8DTX06BN or 8DTL09C2 27/10/99 If changing from B/fwd to Open Item; the roll will 27/10/99 generate an 'un-allocated' balance transaction. 27/10/99 If changing from Open Item to B/fwd; all unpaid Open 27/10/99 transactions will be marked as Paid (and archived). 27/10/99 8DTL09-- Debtors Master File Maint. - All versions New option to allow e-mailing of Packing Slips 29/07/10 sF6 Sales Controls: 'P/slip only / Both' means e-mail 29/07/10 Packing Slip only; or Both P/slip and Invoice. 29/07/10 If 'Both' chosen; the P/slip is sent on completion and 29/07/10 Can now enter 'promo' flag per account and Promo Code 1/08/09 per contact. 1/08/09 New fields added: Up to 6 contacts; 1/07/09 Allow 'promo code' per contact 1/07/09 New fields added: Up to 6 contacts; 1/06/09 Allow (and check) new 'Job Code' fields 1/06/09 New fields added: Region; Source; Related-to 1/05/09 Enhanced for rel 8.91 CogMail module 18/04/08 Option per Customer to print a Statement if there is 1/03/08 is any transaction - even if the balance is 0. 1/03/08 Add 'buying group' codes 1/09/07 Shows more contact details on 1st screen 31/07/07 Option NOT to change banking data (e.g. CASH) 31/03/07 Record 'Cancelled' or 'supended' date. 1/11/06 Record date; time; operator of each maintenance. (CN) 11/10/04 All 'codes' converted to upper case. 16/11/03 Start 'pluck' from last cust accessed 13/05/03 Show ALL customer records in plucker 13/05/03 Flag to use 'Charge-to' A/c for Special Price/Disc. 26/10/01 Flag to indicate that a customer has their own 18/09/01 Product codes (on SCJ) 18/09/01 Minor change re Billing Frequency 5/03/01 Gets code from Invoicing if called 22/02/01 8DTL09C1 Debtors 'Minimum' Maint. (e.g. from invoicing) Use 'security level' to control which screens 1/04/07 New design based on Credit Approval form (VR) 31/03/07 8DTL09C2 Debtors Master File Maintenance Level II Allow for status 'M' (casual) customers 1/06/10 Allow for 'Tax Invoice' per customer 1/11/09 'Contacts' screen re-designed for clarity 5/10/09 Prompt 'PO Box'; 'Suburb' to avoid Statement probs. 1/02/09 e-mail options added to 'sales' screen 21/03/07 Add 'Delivery address required' feature 1/12/06 Allow display of transactions from 'newest' 4/09/06 (per account) - see 8INQ01 4/09/06 18: Visit to install new s.ware and to review 4/09/06 New 'message' field added 12/02/06 New field for 'date cancelled/suspended'. 28/11/05 'Label type' controls printing of addresses on labels 25/08/05 New field 'Trade' or 'Retail' see Quoting Q1 30/06/04 Disable copying of account balances after problem 31/10/03 with Debtors Imbalance. 31/10/03 Allow 'extra copies' of selected document types 28/10/03 Loads Security level from SYTCttt to control 8/10/03 which 'screens' each user can change. 8/10/03 New screens and operation (as per 8SCL09C7) 15/09/03 Allow default 'Send-by' code on DTM 26/07/02 New 'attention' field 10/07/00 or use Trading Terms. Add 'U'nauthised to Status Codes 31/03/00 Now allows status 'Cancelled' if A/c has YTD sales. 29/03/00 Clear Rebate and Trans. fields for new records. 25/01/00 Does not now allow change of status to 'cancelled' if 13/12/99 the account has a balance: use 'S'usp. or 'U'n-opened 13/12/99 Allow for 'future' payments 1/11/99 New default Payment Type field 30/10/99 Allow maint. of 'New' Balance Type. 27/10/99 8DTL12 Debtors Price & Discount Maintenance Option to disallow discounting on a Special Priced item 1/07/10 Allow a special discount to over-ride a 'net' (bottom 2/06/10 line) price. 2/06/10 Option to delete out-dated records 1/11/07 Allow for 'locking' of discount rates. 23/10/07 Allow entry of 'special cost' per customer / product 11/09/07 Change F8 'pluck record' to start at the next 12/04/07 product for the current customer (DFW) 12/04/07 When using F8; start at the 'next' product 1/09/06 When F8 chosen; start from the record after the 12/12/05 one being processed: i.e. Cust AND product 12/12/05 Add case converter to all input. 12/12/05 Validates Record Types 26/10/01 New 'Options' menu 24/10/01 1. Sort Error on use of Customer Type. 8/10/01 2. Redo input screen for use of BT ( Branch and C\Type ) 8/10/01 New Release 22/02/01 Allow 'default' date range. 31/10/00 Show 4 date ranges for special prices 31/10/00 New Special Price/Discount features: 15/09/99 1: Allows special Discount for a Job (usu. x Cust) 15/09/99 2: Allows 'addon' discount in addition to any other. 15/09/99 8DTL13M Post Debtors Payments to PL - 8.2 Batch ref. changed to 'DTnnnn' 4/07/01 8DTL14D1 Special Discounts 'Roll' New program 31/10/01 8DTL14P1 Special Prices 'Roll' New program 24/10/01 8DTL17C1 Debtors Payments Work File Maintenance New (TS) to recover DT Payments work file. 28/02/06 8DTL18C1 Debtors Price/Disc/Text Maintenance 'Installer' toolkit for DTP maint. 8/10/01 8DTL19C1 Debtors Transaction File Maintenance Space for 7 digit chq ref 10/07/01 New fields for Rel 8.51 Debtors. 22/02/00 8DTL28C0 Debtors Report Profile Maintenance. Select Balances - allow Opening Balance 7/12/00 8DTL28C2 Debtors Report Profile Maintenance. Allow selection / sorting by Region Code. 1/09/09 Allow selection by Discount Code (Row) 10/05/07 Select 'Recently Suspended/Cancelled' 1/11/06 Add 'charge-to' selection (under Status) 12/08/06 Include (def); eXclude; or Only 'Charge-to' accounts 12/08/06 Option to select any account with a limit 12/02/06 Report 'Added Since' 12/10/04 Specify overdue period limit (eg 2 mths only) 16/06/04 Option under 'inactive' to update DTM status. 30/05/02 F1 References: Screen 1: F-C; 2: F-D; 3: F-E 13/09/01 .. 'Follow-on' screen = F-F. 13/09/01 Also applies to all other 8mmL28vv programs. 13/09/01 Allows selection by Acct. Type. 28/05/01 More details on page 2 prompts. 2/10/00 Allow variable labels DOWN page (L5) 5/09/00 Subj 11 ?Address ?Company - old (not used) 19/08/00 New Page 2 detailed selection screens completed 7/08/00 Page 2 screens now work as per page 3. 22/06/00 New 'List File' and Sub-total suppression options 18/04/00 Now allows selection by Balance Type B; O; or both 7/03/00 Can also select 'outside trading terms' 7/03/00 8DTL29C0 Debtors Setup program - Development options. s7 Allow Automatic message code per Trans. Type 16/07/10 This enables different messages for Cash Sales; 16/07/10 s8 Allow RHS messages: Up to 6 lines per message 16/07/10 s16: Option to enter a message code for each statement 13/07/10 format; rather than re-typing the full message. 13/07/10 s24 'Promo Codes' added 1/07/09 Region codes added 1/05/09 s18: Analyse products by Alias or Master 19/03/09 Option to select / exclude by Report Codes / range 1/02/09 Add GP percentages to reporting options (s20) 1/01/08 s18 (Sales Analysis selections): Option to 12/04/07 mark as 'eXternal' to avoid double-update in invoicing 12/04/07 Subj. 20: Sales Reports (forms): 1/04/07 'Qty' added as a basis for Top/Bottom selections. 1/04/07 Option to print Qty added. 1/04/07 Re 'in-line' maintenance (8DTL09C1) 31/03/07 Allow Defaults per USAGE - i.e. when called from 31/03/07 invoicing; default Cust Code range; (i.e. starts with 31/03/07 a '0'; def Status (M) and Type etc. 31/03/07 s1; 2nd screen: 'Processing': Option to update 1/12/06 customer's payment details in payments. 1/12/06 s3 Rep. flag to include in 8INP01X1 23/08/06 Option NOT to update customer's payment details 17/11/05 in payments program (8DTL01vv) (OL) 17/11/05 s18: Add selection by ranges and report codes 25/08/05 s17 Default to Prompt Payment discounted reports 25/08/05 s20 - Sales report formats 19/05/05 Can store Prompt Payment discount default 19/05/05 and to select lines by values. 19/05/05 s1 Setups: Allow for 'Messy' addresses - e.g. where 11/10/04 PO Box is NOT in the Postal field. 11/10/04 Set Trans Type NOT to update Cashbook (e.g. Journal) 31/03/04 Subj 16: Statement Formats; Allow 'part-domiciled' 2/05/03 'Default' statement message - subj 16 5/03/01 New Help added 9/02/01 Subj 20 - Add Performance params to SMFMxxx 31/10/00 New options in Integration 7/08/00 Subj 2; Cust.type: Allows 'C'ash sale only 21/06/00 Subj. 30 System Terminal: Default Cust. lookup method. 11/04/00 New option under 16 - Statement Format to allow 6/03/00 printing of Open Item payments. 6/03/00 Subj 1: Flag to copy all credits for change to O/item 6/03/00 Allow deletion of range with sF7 24/01/00 'change-to' allowed on selected sets - incl Area 24/01/00 for new re-coding options in 8SML40. 24/01/00 Subj 1: set Payments closeoff date. 11/01/00 Subj.18 - allow 'generated' SA sets 11/01/00 Fix display for Subj.12 (Statement Frequency) 1/11/99 8DTL49C2 Debtors Code Conversion File Maint for crossgrades For Cashlink Upgrade (cf 8DTX41L1) 26/11/01 8DTP01-- Debtors Transaction lists - general Allow use of Format File (SYF) for limited selections 7/08/06 Add selection by Payment Method' 12/02/06 All now allow 'Export' and print file name 2/05/01 8DTP01C1 Debtors - all 'live' Transactions List of 'yesterday's' Cash trans. - Lynne 31/07/06 Print Payments only by date range from History file 4/09/00 Option to select by Balance Type 6/03/00 New report 22/02/00 8DTP01C3 Debtors - summary by Trans. type Highlights 'suspicious' balances. 7/12/00 New program replacing 8DTX13 13/03/00 8DTP01C5 Part-paid/Unallocated trans list. New program for Lynne at TL to show part-paid invoices; 17/03/00 un-paid credits; Unallocated; part-paid Bals. 17/03/00 8DTP01C7 Trans summary by Acct. type - OL / BNZ Allow breakdown by Account Type 29/03/06 8DTP01ES Open Items sorted by Cust x 'job' Produce a spreadsheet detailing the unpaid invoices 1/07/09 sorted and sub-totalled by Account code and Job 1/07/09 8DTP01EX Full Debtors Transaction (DTT) export New - see 8DTT.FDD for definition 2/05/01 8DTP01XH Debtors Transaction (DTT) export for HP BoltPak As for ~EX but excluding fields not used by HP 30/05/02 8DTP02CS Debtors Transaction (DTT) export for HP BoltPak New report for 'yesterday's' cash sales 7/08/06 Gets Cash Sale account from INRCPOS 7/08/06 - see 8INL19C0 s19 'Point Of Sale Setups' 7/08/06 8DTP04-A Debtors Reports - Notes Allow selection / sorting by Region Code. 1/09/09 Modify selection by report-codes 1/08/09 New option to report ALL lines (esp for spreadsheets) 1/08/09 Option to select / exclude by Report Codes / range 1/02/09 All reports can now print a customer with any 1/03/08 transaction; even though he has a 0 balance. 1/03/08 (this option is set per customer - cf. DTL09vv 1/03/08 Standardise headings & sub-headings 10/05/07 Printing of sub-heading descriptions: 10/05/07 esp. re 'Discount Row' reports 10/05/07 Select 'Recently Suspended/Cancelled' 1/11/06 Add 'charge-to' selection (under Status) 12/08/06 Now includes select/sort by Customer Message Code 16/03/06 Option to select any account with a limit 12/02/06 New field for 'date cancelled/suspended'. 28/11/05 11/10/04 report 'Added Since' 12/10/04 Ability to limit months overdue - eg 2 mths only 16/06/04 Option to change status on DTM 30/05/02 New option to set DTM status in 'inactive' set 30/05/02 All reports allow selection by Acct. Type 28/05/01 (Esp Statements) re default messages 5/03/01 All reports: Improved Prompts 2/10/00 Option to select/sort by Disc./Price code 22/06/00 Allow Cust. List file ccDTX; Sub-total suppression. 18/04/00 Now allows selection by Balance Type and Trading Terms 7/03/00 8DTP04B-A Trial Balance - Notes New reporting standards - incl. headings 1/05/08 Option to print Opening Balances 7/12/00 Print O/item paid trans. in Detail list 25/01/00 8DTP04B1 Trial Balance with Prompt Payment Discounts / Rebates - 'Since Paid' totals 7/12/99 Allow for 'Since Paid' 2/12/99 8DTP04B2 Trial Balance wide with larger values (12cpi only) RM 'Since Paid' totals 7/12/99 Allow for 'Since Paid' 2/12/99 8DTP04BL Trial Balance - as BM but shows Last Pymt (not MTD) NEW for OL 13/12/99 NOTE: used to show Last Pymt - not YTD (8.0) 13/12/99 8DTP04BM Trial Balance Headings fixed 1/03/08 Include Since Paid total. 16/12/99 Changed calculations to allow larger values 3/11/99 8DTP04BS Trial Balance Summary - to run at end of Control Report Print as 'form' to suppress headings 1/02/01 Summary Trial Balance added to Control Report 31/01/01 8DTP04C1 Standard Name and Address list Print Sales contact (instead of Accounts) 2/10/00 8DTP04C4 e-mail recipient Name and Address list New report for checking e-mail system 7/09/09 8DTP04C9 Trading Terms report New report 23/03/00 New report using trading terms to show customers 17/03/00 outside their Terms with Message as per Invoicing 17/03/00 8DTP04D2 List Codes per Cust. (Cust tp; Acct tp; Area; S/man etc. Now includes 'Customer Message Code' 16/03/06 New report 28/05/01 8DTP04E1 Export - CogMail details Change order of Name / Short name 12/08/03 8DTP04E3 Export - Address data Change order of exported fields; add 'heading' 1/04/08 New fields (messages) added as per 8DTP04EF 12/02/06 To fix address details for bulk postage. 13/08/03 8DTP04E4 Export - Full CogMail details Headings changed for mail-merge 1/08/09 Mods for new spreadsheet layout 1/06/09 8DTP04E5 Export - Details & Financial Include Trial Balance details 2/06/10 New layout for Excel/Word (CSV format without quotes) 16/06/04 Fields added for dunning letters 16/06/04 8DTP04E8 Export for Cogfax / Callista Name; Phone; Fax; Sales contact; Account 31/03/04 Deliver; test 16/01 31/03/04 8DTP04EE Export for e-formation's Plumbing Plus web-site .csv: Code; name; address; city; discount code; 1/06/07 'phone; fax; contact. Uses street address no postal. 1/06/07 Uses address 3 if 'city' missing. 1/06/07 8DTP04EF Export Addresses with '*' (TS) Same as ver E3 but selects only records with '*' 12/02/06 in any of the Name or Address fields 12/02/06 8DTP04EH Export - Name & Address etc. - HILTI Export prog - *.csv; HILTI 13/04/00 8DTP04ET Export - Codes and balance Summary of statements issued: 1/07/09 Account; Name; Balance 1/07/09 For assignment of Customer Types. 1/06/09 8DTP04EX 'Full' Debtors file export 'Header' line added 16/04/02 New - see 8DTM.FDD for definition 30/04/01 8DTP04L1 Standard Name and Address Label (3.5' x 1') New option (per debtor) to print BOTH Street 1/09/05 address and Postal (PO Box) 1/09/05 Problem with some M Hill branches: 17/08/05 Sometimes a parcel is sent to the 'street' address 17/08/05 or a 'letter' is sent to the PO Box. 17/08/05 How about an option (per debtor) to print BOTH. 17/08/05 Using bin labels. 5/09/00 8DTP04L3 Despatch Labels No page skip at eoj if 'L' for Label used. 13/03/00 8DTP04L5 'Laser' Name and Address Labels (3 x 7); Avery L7160 New 'Laser' version. 5/09/00 8DTP04S-A Statements - Notes 8DTP04S-A Statements - Notes Pick up and display new messages. 13/07/10 Fix printing of numeric reference 20/12/07 Print 'paid since' ('future') payments 1/11/99 8DTP04S1 Cogito Lineflo 3-up statement Update to Rel 8.91 standards 1/06/08 Adjusted for old IAL forms 23/03/07 Add Post Code to Town 1/09/06 Tidy up printing of User Name and address 25/08/05 Allow for 'partly' domiciled form: 2/05/03 Co. name and 'Office Copy' pre-printed. 2/05/03 Prints 'Cred' in 'rec' style stmt if Inv. paid by Cr. 9/03/00 New options: To print 'reconciliation' type; set 6/03/00 'Stmt Type' to 'R' in DTL09C2 6/03/00 Allow for 'Since Paid' - also S2 2/12/99 8DTP04S2 A4 Laser Statement: Std O/item Modify for letterhead (OS/OL) 30/11/09 Modify for letterhead (OS/OL) 1/10/09 Add 'Prompt payment' feature/ 30/06/04 New design 13/05/03 Standardize printing controls 13/05/03 8DTP04S5 Wickliffe 1pt Statement - 10' + senders name WE; ZC; RR Add Post Code to 'Town' 1/08/08 Updated for ZH upgrade to Rel 8.81 9/05/05 Allow messages 13/03/00 Allow for 'Since Paid' 11/12/99 8DTP04S6 A4 Laser Statement: B/fwd with bottom tear-off Add 'please detach and return with payment'; 25/08/05 Add 3rd company address line at bottom 13/06/05 New for HM based on S1 10/06/05 8DTP04SE e-mail Statement mods: name field extended 1/08/09 post code added; page breaks fixed; Remittance aligned 1/08/09 8DTP04SF Old 'IAL' Statement using 1985 form: FN only 'New' (old) form for Finneys. 10/06/08 8DTP04SJ Job reconciliation spreadsheet / statement New system for open-item job reporting 1/08/09 8DTP04ST Statements - CTS Omit Street address if Postal address also present. 29/03/00 8DTP04T1 Transaction Report New report for printing transactions 16/12/99 8DTP04X1 Debtors file export for FCx / Pronto Format ex deb-mast.xls (TXDTM.XLS) 19/02/02 8DTP04X2 Debtors Name and Address file export for FCx / Pronto Format ex nad.xls (TXDTN.XLS) 19/02/02 8DTP04XH Debtors File Export - HP selected fields As for ~EX but excluding fields not used by HP 16/04/02 8DTP10 Debtors Control report Option to run T/balance Summary (DTP04BS) 31/01/01 Run a 'Summary' Trial Balance after the Invoice 7/08/00 Update (add to update schedule) 7/08/00 8DTP12 Special Prices; Discounts & Text Report Option to select x Salesman 25/09/00 8DTP12C1 Special Prices and Discounts report - std. Replaces 8DTP12 17/04/01 8DTP12C2 Special Prices report by Customer New report 25/09/00 8DTP12C3 Special Prices/Discounts report with extended selections Include the new 'special cost' field 1/09/07 Print Category; Group descriptions 7/10/04 Option to select expiry date range (nn/ccyy) 23/10/01 e.g. Special prices ending in November 20001 23/10/01 enter: ... between 11/2001 and 11/2001 23/10/01 Additional option to list specials with overlapping 23/10/01 date ranges. 23/10/01 New options: Select on DTM price code; 17/04/01 Print only if key code missing. 17/04/01 Check for Duplicates: i.e. where a customer has 17/04/01 a special Price AND discount for the same Product. 17/04/01 8DTP12EP Special Prices export - e-formation .CSV: cust; prod; start; end; price 1/06/07 8DTP12TP Export Special Prices. Add selection by DTM status 30/05/02 8DTP12X1 Special Prices/Discounts export To allow easier updating of Specials 12/04/07 8DTQ01-A Debtors Lookups - Notes: All versions Allow 'promo code' per contact 1/07/09 Display selected accounts' transactions from the 4/09/06 newest to oldest - e.g. Cash Sales 4/09/06 New 'message' field added 12/02/06 Convert all 'codes' entered to upper case. 13/11/03 Allow lookup of 'transferred' invoices 10/11/03 Screen 2 changed to match Maint. 31/10/01 'Zoom' option added to view Invoices/Payments 18/04/01 Check SYTC for default lookup method (Code/Desc) 11/04/00 8DTQ01C2 Customer Lookup Prompt 'PO Box'; 'Suburb' to avoid Statement probs. 1/02/09 Running balance removed from Trans screen 25/07/05 Prefer to start at F4 screen (not F7 trans) 11/06/04 New rel 8.7 screen designs matching Maint 8DTL09C2 16/11/03 Allow default 'Send-by' code on DTM 26/07/02 Space for 7 digit cheque ref 12/02/02 Shift 'Zoom' line 31/10/01 Fix trans display esp. when changing to/from Hist. 16/10/01 Show Customer-product flag. 28/09/01 Space for 7 digit cheq ref. 10/07/01 Show 'Attention' 10/07/00 Display Stmt Type 9/03/00 Allow for 'Future' payments 1/11/99 Shows new default Payment Type field 30/10/99 8DTQ01C3 Debtors Enquiry Level I - no financials New version for EG without financials 15/02/01 8DTQ05-A Customer 'Plucker' - Notes Option to display deliver-to accounts only 1/12/06 New 'message' field added (instead of putting a 12/02/06 'suspended' message in the customer's address) 12/02/06 Option to show All records (*) - DTL09 13/05/03 Allow Desc (short name) as default lookup 11/04/00 Now automatically shows 'Prospects' for Quotes; 27/01/00 'Suspended' and 'Un-opened' for Credits and Payments 27/01/00 Default doesn't show Cancelled; P; R; S; T; U 15/12/99 8DTQ05D Customer Plucker: 17 line; No Balance display New DTM plucker - without balances 1/04/07 8DTQ06B Debtors Trans 'Plucker Facility to search for a specific value (for Audit) 12/02/06 8DTQ07B Open Item Payments 'Plucker'. (Must go with 8DTLO1C2) Allow an selected value to be changed to 0. 10/12/01 (i.e. de-selected) 10/12/01 Do not display FUTURE Unallocateds. 6/08/01 Now shows trans. Age 11/01/00 8DTQ12B Customer Profile 'Plucker'. Minor mods for 8DTL12 and 8DTL18C1 8/10/01 New release 22/02/01 8DTX01M DTM Import / export Options to merge selected groups of fields (CN) 11/10/04 'Print-only' option added. 11/10/04 8DTX01TC DTT Split - Uses 'ccDTO.CSV' to move DTT records. ccDTO is a list of 'open' invoices. The program 12/04/04 copies the matching records from ccDTT01 to a new ccDTT 12/04/04 to give the opening balances (by running 8DTX03OI) 12/04/04 2773;'C5433';'GROUND FLOOR CAFE';31.91;31.91 12/04/04 2774;'C5015';'ROBERT HARRIS RICCAR';113.96;42.47 12/04/04 8DTX03BF Un-roll DTM - Bal Fwd ONLY (Roll done before statements) 12/10/00 8DTX03FF Fix DTT for Rel 8.51 debtors New one-off to be run before using new Debtors s/ware. 22/02/00 8DTX03FV Find a specified value on DTT. Checks all value fields and disregards sign. 7/12/00 8DTX03PF Fix Payments posted as Sales - MM Change trans code 0 to 3; type to P 29/01/02 reverse balance on DTT and twice from DTM 29/01/02 8DTX03TX Consolidate account balances. (xfer bal & trans) New feature to allow the transfer of an accounts balance 31/10/03 and Open Items to another account. The 'old' account 31/10/03 is marked as a 'charge to' the transferee a/c. 31/10/03 8DTX06-- Debtors Master (DTM) toolkits Activate 'F5' Print Only option in all versions. 12/02/06 All now have 'print only' option. 20/03/01 New selection by Balance Type (B/fwd; O/item; none) 20/03/01 8DTX06BN 'New' Balance type Set 'new' balance type prior to changing Balance 27/10/99 Type in next Roll 27/10/99 8DTX06CD Fix up Contact Details for rel 8.9 Checks Modem and Website for cell; email etc. 31/07/07 8DTX06CL Convert addresses to Lower case Include 2nd 'name' line 1/02/08 8DTX06MZ Move Message Code to Message (ZC one-off) To remove message code warning per invoice. 27/03/06 8DTX06NI Move 'Short Name' to 'New Code'. New prog. for HL Debtors re-coding. 5/02/01 8DTX06PA Fix Postal Address Fix Postal addresses for NZ Post Bulk Mail 10/07/00 8DTX06PC Clear / Change Post Codes. For NZ Post's new coding system. 31/07/06 8DTX06RC Report Codes (Mail codes) - DTM Set report codes (for new SM options) 31/08/05 8DTX06RG Region Codes Ability to assign or change Region Codes 1/05/09 8DTX06RP Set re-print Copy number (Invoices; P/slips etc) For new 'R' series invoicing. 31/08/05 8DTX06SR Change Statement Reconciliation flag New prog. 20/03/01 8DTX06TM Trading Terms Add report 8/03/10 Report option added 1/02/10 8DTX08 Delete ranges from DTM/DTP/DTT or set DTM to obsolete New program (original for HL) 31/07/03 8DTX13 Add up trans by code. Now handles Open Item. Prints report (or spools) 23/01/00 instead of writing to DTZ file. cf 8DTL08. 23/01/00 8DTX16AT Set Acct Type on all DTT trans. For DTT analysis by Acct Type 29/03/06 8DTX16CQ Move ref to Cheque No. for Payments Space for 7 digit chq ref 2/08/01 8DTX16PF Set 'Paid' flag on all trans. New toolkit for HP cutover to new owner 28/05/01 8DTX16TT Change Trans. Type on DTT To set Payment Trans types to 'P' 1/11/99 8DTX18C1 Report & optionally fix duplicate DT transactions Fix File Close function 21/03/05 8DTX25 Copy/Delete Special Prices/Discounts per Customer - ZH Option to copy Branch to/from Customer details 1/09/08 and to Delete branch data. 1/09/08 8DTX26CC Report/Delete records with invalid Codes New 31/10/01 8DTX26D2 Dates on Price/Disc recs. Y2K chg 1999 to 9999 Change if dated 99/99/1999 to 99/99/9999 31/03/00 8DTX26TP Report/Delete invalid Record Types New 26/10/01 8DTX26ZV Report/Delete records with NO price/rate New for TL change to Pronto 29/01/02 8DTX41-- Import 3rd party Debtors file (Crossgrade to Cog) All now have option to use ccDTX code translation. 26/11/01 8DTX41L1 Import Cashlink 4 Debtors file (SE) In CashLink run Debtors 'Detail' report; print to 26/11/01 disk as 'ccDTM1.TXT/;' - '/;' saves the report as a 26/11/01 comma delimited text file; cc=client code e.g. 'SE' 26/11/01 8DTX41P2 Import Debtors: Pastel 5.1 - ZH Checks delivery details and reports changes 10/07/00 8DTX41X1 Import DT details from S/Sheet (8DTP04E1) Allow for DTK code converter; 12/08/03 'Replace' option replaces ALL fields on from the 12/08/03 spreadsheet. This allows the address fields to be 12/08/03 moved then re-imported into their proper places. 12/08/03 'Update' replaces only non-blank spreadsheet fields. 12/08/03 Now defaults to ccDTMP (Profile) 3/11/99 8DTX41X3 Import DT Address details from S/Sheet (8DTP04E3) New field order and handling of 'short name' 1/04/08 New fields (messages) added for 8DTP04EF 12/02/06 To re-load fixed addresses. 13/08/03 8DTX41X4 Import Marketing data from S/Sheet (8DTP04E4) New version: Has 'check' option to verify data 1/06/09 before updating the database. 1/06/09 8DTX41X8 Import DT Phone details from S/Sheet (8DTP04E8) New for TS phone system 'Callista' 31/03/04 8DTX41XC Import for 8DTP04EC - New A/c Code Now defaults to ccDTMX (eXchange codes) 3/11/99 8DTX41XS Import Shareholder details from Compushare For Applefields shareholder mailout 25/08/05 8DTX43P2 Import Pastel 5.1 Debtors Delivery Details - ZH Generates Deliver-to if req'd. 10/07/00 8DTX44P2 Import old/new codes for 8INX41P2 - ZH Also carries new Cust Type. 10/07/00 8DTX88M Convert Customer Master rel. 8.x to rel. 8.7 Allow for Schedule 9/05/05 New e-commerce fields 15/09/03 8EC ========= E-COMMERCE ========= 12/04/04 8FR ========= FINANCIALS ========= 8FRL09-- PL Format file maintenance - NOTES A 'margin' rate can be entered on the Header (8PLP02M4) 1/06/06 Selection by 'Category' on type 01 recs. 26/06/02 Header cleared when adding a new report 28/11/01 New option to store Left Margin 14/05/01 8FRL09M1 PL Format file maint. 'basic' format - aaaaaa New for TS 26/06/02 8FRL09M4 PL Format file maintenance - CO aaa-bbb 'S' to suppress TEXT sub-headings - use 'Print Report 2/10/00 Headings (1/2) option for Page headings. 2/10/00 8FRL09M5 PL Format file maintenance New Plucker for format file 1/11/01 F5 to add a new report 1/11/01 Formulae now allow Divide 1/11/01 8FRL09M8 PL Format file maintenance - HP: cc-bb-d-aaaaa HP version 10/07/01 8FRQ05A PL Format Header Plucker Can be called from Report Progs. (8PLP03vv) 7/11/00 8FRQ05B PL Format Plucker for FRL09 More details - esp for 02 'Total' records 12/02/06 New for FRL09vv 1/11/01 8IN ========= INVOICING ========= 8INL29C0 #13 clear any remote branch 31/03/04 UG 8INX06CB 8INX06CP 31/03/04 8INL01-- All invoicing versions Now allows e-mailing of Packing Slips (see 8DTL09) 29/07/10 Option to disallow discounting on a Special Priced item 1/07/10 Allow a special price to over-ride a bottom-line 2/06/10 price (by indicator). 2/06/10 the costs on 'alternate units'. 8/05/09 More discounting / costing options 30/04/09 Allow for avg. cost on 'cost-plus' special discounts. 1/04/09 Allows entry of costs on Confirmations and Quotes 1/04/09 Will calculate entered cost/price for Alt. Units 1/04/09 or to set customised messages 1/04/09 Ability to over-ride costs on 'alternate units' 1/04/09 'Hidden' option cF8 to re-set 'in use' condition 30/03/09 Force Cost on buy-ins AND non-stock 1/02/09 Check costed P/orders against invoice/cust. order 1/02/09 Allow C/Order filling in Cash Sales 1/02/09 NO automatic re-pricing when changing Cust. code 1/02/09 Allow security level on Product notes and texts 1/08/08 Allow 'display-only' text lines 1/07/08 Ensure that previous settings cleared re Deliver To 1/07/08 Re-calculating a copied quote with KIT 1/06/08 Allow for 'locking' of discount rates: 23/10/07 for Matrix NAD for Special discounts 23/10/07 Allow for 'alternate' products. 1/09/07 Allow use of 'special cost' per customer / product 1/08/07 Allow 'Special Price / Discount' from a 'Statement-to' 31/07/07 account (as per 'Charge-to') 31/07/07 Allow 'Special Price / Discount' from a 'Statement-to' 17/07/07 account (as per 'Charge-to') 17/07/07 'F4' option in invoicing to see the last purchase by 31/03/07 customer of a selected product (as in Credits) 31/03/07 Add 'Delivery address required' feature 1/12/06 printer model (is stipulated). 1/10/06 Ability to over-ride printer selection (port and 13/09/06 NOTE: These settings apply to ALL users - e.g. if 13/09/06 Quoting is re-assigned to LPT3; ALL users must have 13/09/06 a network connection to LPT3 (and to the same 13/09/06 Add 'cost' screen to all versions to allow 4/09/06 option in Quoting to enter costs. 4/09/06 17: Visit to review XP printing issues 4/09/06 Allow direct e-mailing of a document 1/09/06 'Pseudo' terminal printer controls now allowed 1/08/06 30: Prepare for new e-mail module. 1/08/06 'Domiciled' options can be set for Quotes and Orders 22/06/06 (Std in showroom; Avg. in store) 4/04/06 Allow Quote Cost basis (last; avg; std) per TERMINAL 1/04/06 Allow 'un-limited' no of lines in 'auto-text'. 25/01/06 Send-by can now be checked on Header OR Trailer 12/12/05 Option to set default 'send-by' and/or 3/11/05 to make 'send-by' compulsory (on trailer) 3/11/05 Selected operations to cause Header details to 3/11/05 be entered: e.g. when converting a Quote to an 3/11/05 invoice (to force credit check) 3/11/05 Use any cost or price for GP calculation 31/10/05 System-wide option NOT to default to logon Salesman 25/08/05 Set flag on INT if 'bottom-line' price overridden 18/08/05 New 'bottom line' features (see 8SCL09) 17/01/05 Price 'x' plus markup/down % and/or Price 'y' 17/01/05 Allow for 'Messy' addressing on DTM 11/10/04 Needs to be applied per version - cf ~D6; 'Q' series 11/10/04 If a product is discontinued; check Alternate 1 27/05/04 for a replacement (NOT replaced-by as previously 27/05/04 as this is now reserved for product re-coding only) 27/05/04 Dis-allow special discount/price on selected products 13/05/04 Add security controls 26/11/03 On 'sales' versions only: allow F7 'Re-issue' 21/11/03 This function cancels the original invoice and 21/11/03 copies it to a new number; with the original 21/11/03 Invoice / P/slip as a reference. 21/11/03 This can only be done on 'un-processed' sales. 21/11/03 'Bottom Line' pricing extensions: 16/11/03 1: The 'Bottom Line' feature can now be set per 16/11/03 product; per category or 'overall'. 16/11/03 and is checked in that sequence. 16/11/03 2: New price code 9: base the Bottom Line price 16/11/03 on the highest cost (avg; last or Std.) 16/11/03 Convert all 'codes' entered to upper case. 13/11/03 New release (8.7) 30/05/03 Revised method of handling 'Fix'; Re-print'; 30/05/03 'Confirm' functions esp. re error handling 30/05/03 Standardise print controls - esp A4 (laser) versions 13/05/03 When a line is 'inserted' in an invoice; its line no. 2/05/03 is now 1 greater than the line above; rather than 1 2/05/03 less than the 'Current' line. This makes the insertion 2/05/03 of multiple lines much easier 2/05/03 When the Customer plucker is invoked (F3); 'D'elivery 2/05/03 accounts show only when called from 'deliver-to'. 2/05/03 Option to select Alternate if out of stock 15/04/02 'Bottom-line' pricing feature added. 21/03/02 Check Specials on 'charge-to' A/c if DTM flag set 26/10/01 Default to Terminal's Branch INT if present 3/10/01 Allow Path for Work File (e.g. local drive) 3/10/01 - see System setups (SYL29C0); terminal controls (2). 3/10/01 Enhanced handling of 'Replaced-by' from Plucker 24/09/01 Will pluck a customer's own Product Codes (from SCJ) 18/09/01 if the flag is set for that customer. 18/09/01 NOTE that the 'real' codes can be accessed by 18/09/01 using sF3 (instead of F3). 18/09/01 All versions now have optional security on Salesman 27/08/01 code - see INL29C0 Subj 1 'Hide salesman's code' 27/08/01 'M'; 'N'; 'Y'; 'Z' series: All now enter Salesman code 14/05/01 'secure' and disallow F3 Pluck. 14/05/01 Changes to Sales Kit handling to allow re-costing 10/04/01 in the Update. 10/04/01 Now passes current Prod/Cust to Maint progs. 22/02/01 Will now convert a Quote on a history file to 20/12/00 an Order or Invoice on the current file (ccINT) 20/12/00 Option to mark lines with insufficient COSTED stock 16/11/00 The document header is marked as 'Held'. 16/11/00 (see Invoicing Setups - subj. 1 (hold Un-costed) 16/11/00 8INL01-1 All Quoting versions Allow 'won' quotes to be changed. 1/10/08 but retain 'won' status - for re-print 1/10/08 Allow re-print of Quotes using 'pseudo' printers 1/10/08 Check handling (ageing) of 'since-paid' values 1/10/08 on 'balance forward' accounts 1/10/08 Allow Q1; Y1; Z1 to use 'branch default' cost 1/10/06 Quotes / Tenders can be marked as 'won' or 'lost. 15/05/03 New feature allows a separate document range 13/05/03 for Quotes - 'tenders'. This requires a 2nd Trans 13/05/03 code with a 'T' in the 'Range' field. 13/05/03 It is also possible for each Quote type to generate 13/05/03 its own Invoice Trans Code when the Quote is Invoiced 13/05/03 Each salesman can have his own default quote type 13/05/03 see Invoicing Setups: Trans types; Reps 13/05/03 For 'showroom' quotes; set up a customer e.g. 'SWQ30' 16/11/00 with price code 5 and disc. cd 12; then set up all 16/11/00 Cust disc line 12 with '-30' i.e. 30% m/up. 16/11/00 8INL01-2 All Invoicing versions - 'Front office' Allow 'bottom line' regime per Rep?? 11/06/04 8INL01-4 All Credit versions When crediting a line with F4; clear 'markup' 1/06/08 Mark the original invoice as 'credited' so that a 12/02/06 warning can be given if that invoice is re-credited. 12/02/06 'Find Sale' feature allows the user to search the 19/09/03 stock transactions to find the sale of the item being 19/09/03 returned and to use the original price 19/09/03 Allow a stock record to be created when raising 31/07/03 a Credit from an invoice. 31/07/03 8INL01-5 All versions - 'Cash Sales' Allows 'split' payments - check Payment Methods 2/03/01 8INL01-A Invoice versions - Notes Default Salesman Code now loaded from the 'true' 13/11/00 (logon) terminal rec (not from 'alias' e.g. QT) 13/11/00 ** RELEASE 8.55 - and 8INL02 7/11/00 New screens per version 7/11/00 Major re-vamp of Printer Types / Ports 7/11/00 'Quick' option to use a new work-file (sF2) 7/11/00 Default trans codes when raising sales from 7/11/00 Quotes or Orders or orders from quotes 7/11/00 Options re Acct Type (Department) 7/11/00 Ability to set Cust Type as 'cash Sale' only 7/11/00 F2 on Cust/Prod key to change lookup method 7/11/00 Optional F2 on stock details to show costs 7/11/00 Force Trailer Screen when copying/fixing a cash sale 7/11/00 (esp if converting a quote to a cash sale) 7/11/00 Get true age from DTT when raising 7/11/00 a Credit from an Invoice 7/11/00 Force Reason Code (if req'd; and no default); 7/11/00 and set Trans. type and 'Write-off' 7/11/00 when copying Inv. to Credit. 7/11/00 Use 'default' trans. codes per version 7/11/00 (see Setup prog. 8INL29C0 - 'Trans. Types') 7/11/00 Get Quoting defaults from Trans Type OR Branch rec. 7/11/00 Now allows ccINWxxx file name. 10/10/00 using 'default' Sales trans type. 13/09/00 All 'S' versions changed to print Invoice Date 23/08/00 New option to convert a Quote directly to a Cash 7/08/00 Sale - will prompt Payment screen. 7/08/00 F2 toggle lookup option on Cust. and Prod. prompts 17/07/00 sF5 in Invoice/POS to invoice a Quote (cf Orders) 17/07/00 and assign Terminal's default Trans Code. 17/07/00 ALL versions: new printer handling - esp. for Quotes 24/06/00 allowing 'default' port/model when spooling. 24/06/00 Credit reason now forced (if req'd) when raising 24/06/00 a Credit from an Invoice; or when entering a credit. 24/06/00 If a customer's 'Cust.type' has the 'Cash only' flag 21/06/00 set; a POS version must be used for sales. 21/06/00 All versions will now redisplay Purchase History 19/06/00 when re-calling and fixing detail lines. 19/06/00 Write-offs now working if Credit copied from Invoice 15/06/00 Write-off now working if Credit copied from Invoice 15/06/00 Now offers option in F8 Reprint to use F7 to change 25/03/00 the file name. This remains the default until the 25/03/00 reprint function is ended. The program then reverts 25/03/00 to using the original Invoice file. 25/03/00 All Invoicing versions - trailer 'Esc' fixed. 24/03/00 Show 'Prospect' in cust. plucker for Quotes; 27/01/00 'Suspended' and 'Un-authorised in Credits. 27/01/00 Cus. order/issues re-coded 19/10/99 Optional re-calc if Cust. changed - see 8INL29C0 6/09/99 8INL01C2 Std 10' Form Front Office Inv FN Resurrected for Rel 8.81 upgrade - Finney's 8/02/05 Re-instated for FM 8/12/04 8INL01C3 Std 10' Back Office / Confirmation Form I - Plumbers New option for confirmations to start at 17/06/00 the first page - see 8INL29CO 17/06/00 8INL01CF M Hill Invoices FN (10' Cog form) Prints x Product x Shop with qty sub-totals 8/02/05 Prints qty sub-totals 8/12/04 8INL01CO Blank Paper Cust Order FN - M Hill orders For Michael Hill orders printed as Packing Slips 8/02/05 8INL01D1 Showroom Quoting Fix printing of additional product text. 26/08/09 Fix printing of additional product text. 1/07/09 Print 'delivery' details on LHS for QUOTE 1/08/08 Tidy up lineup 1/08/08 Add 'sF8' for sub-totals 1/08/08 8INL01D2 A4 Laser Invoice - Level I Plumber - PA CO MM CN Force Portrait at BOJ 11/06/04 8INL01D6 Invoicing - Prof A4 - date/line BG HR GM Review print layout; 23/03/06 Move 'date' field on detail lines 23/03/06 Prints 'Horse' for 'Deliver-to' for BG. 6/11/00 New layout based on D2 and L2 21/10/00 Printer control for Epsom 740 inkjet 21/10/00 New A4 (Laser) version of C6 5/10/00 8INL01D8 Customer Orders - CO Re-compiled to allow for customer's product codes 28/11/01 8INL01G1 Quotes - GP Option to suppress printing of totals 4/09/00 Now shows detail screen as per G2 21/10/99 8INL01G2 Invoice - GP 'Front Office' Costs removed 25/09/01 New feature (sF5) to build Invoice from Quote 13/09/00 Sales Area on Header screen. 7/03/00 Allow Quote but not Invoice to Prospect 15/12/99 8INL01G3 Invoice - GP 'Back Office' Originally 'G2' 25/09/01 8INL01H-A HP Set - Notes F6 'fix' now sets the cursor to the last line entered. 26/03/00 Fixing a multi-page invoice re-displays the last 'page' 26/03/00 fixed; rather than returning to the first page. 26/03/00 8INL01H2 Invoice - special form - HP 12cpi Changed to print line extension id req'd. 15/09/99 8INL01J2 Merchant's Invoice OL: Cog form; P/slip on A4 Print 'nett' on invoice - NOT disc %. 3/03/05 Reduce space at top of A4 form 26/11/03 Feature to print Invoices on 'forms' 28/10/03 but Packing Slips on A4 28/10/03 Also option to suppress P/slip print 28/10/03 and new facility to print extra copies of selected 28/10/03 document types per terminal OR per customer. 28/10/03 8INL01J3 Merchant's Invoice OL - Back Office (with costs) cf J2 Back Office version with new 'detail' screens 28/10/03 8INL01K- Transport Industry Sales Module Ability to have more than 1 message display per 16/07/10 customer when invoicing 1/07/10 New feature to sort by a product's 'sort key' to 2/06/10 allow Freight to be sorted to the bottom. 2/06/10 New feature to print an optional second message 1/06/10 on the bottom RHS of landscape invoices 1/06/10 Option to sort P/Slip / Invoice by Product 1/05/10 code or by Bin location 1/05/10 Allow for 'Tax Invoice' per customer 1/11/09 Change font as per Credits 1/11/09 Finish programming of new A4 forms; and allow 13/10/09 for Customer Orders (back-orders) 13/10/09 Start programming of new A4 forms 1/09/09 8INL01K5 Cash Sales - Transport New version to match ~K2 messaging 1/07/10 8INL01L1 Quoting - HL Problem with Qty's fixed 24/07/02 8INL01L2 Invoicing - Laser 10' Form HL 27/05 Extend Prod. Code to 16 ch; Reduce desc to 38 27/05/04 All 'L' versions (L1; L2; L4; L8) 23/10/02 Address fixed; 'Your ref' and 'Sent by' restored 23/10/02 Allow default 'Send-by' - L1; L2; L4; L8 26/07/02 All 'Ln' versions all 4-char send-by on header 27/01/00 All 'Ln' versions changed to print Post Code. 25/01/00 8INL01M- Merchant's Trading system All versions: check Head Skip - now set on Printer 11/02/02 Model record (use SYL29C0; Subj 31 11/02/02 8INL01M1 Merchant's Quote OL MC SO ED EG & Notes Product Text: print only 'non-blank' lines 11/06/04 8INL01M2 Merchant's Invoice OL MC SO ED EG New controls for printing to HP 350 deskjet 24/08/00 8INL01M4 Merchant's Credits OL MC SO ED EG Now does Auto re-calc if Customer changed 3/09/99 8INL01M5 Merchant's POS OL MC SO ED EG Allow entered prices to be assumed as GST-inclusive 19/05/05 per terminal (pseudo) for 'Sale' 19/05/05 Add 'Price No' field to header screen - DFW 31/03/04 8INL01N- EG Invoicing set - domiciled forms - Notes Max. no. of Trailer text lines increased from 10 to 16. 30/05/03 Option to print Special Price and Price 1 2/05/03 (unless 'Special' is more than Price 1) 2/05/03 Allows page overflow for normal text. 18/06/01 Prevent 'loop' in text message 'chain'. 18/06/01 New series for EG forms - else as for 'M' series 14/05/01 8INL01N1 EG's Quote Trailer message prints in body - up to 10 lines 18/06/01 8INL01N5 EG's POS Force reason code when a credit but blank the field if 21/05/01 not a credit. 21/05/01 8INL01O2 A4 Laser Invoice - Portrait Change line-up of company details (header) 13/06/05 Post code added to Ribbon line (and ~O4) 13/03/01 Cross between D2 & C2 - more Code less Descr. 18/07/00 Qty; Price; Disc; Value 18/07/00 8INL01O4 A4 Laser Credit - Level I Stock - HM OM Allow 3-char 'pseudo-terminal' without conflict 28/02/06 with 'auto generation for SOL05. 28/02/06 Based on C4 and D4 18/07/00 8INL01Q- Wholesale charging - A4 (Plumbing Plus) Option to turn off (default) the 'Quote Won' feature 1/10/06 When a Quote is invoiced; update the Quote 23/06/06 with the Invoice No. and mark the quote as Done 23/06/06 Show customer message on header screen 27/03/06 Allow for 'buy-ins'. Can't be invoiced unless receipted 26/08/04 Linked to Purchase Order line when ordered. 26/08/04 Check layouts for new printers 27/02/04 Minor changes to form design. 12/08/03 All 'Nx' series features incorporated for EG 30/05/03 Reviewed for EG/ZC/OL - esp re Print controls 13/05/03 8INL01Q1 Merchant's Quote - A4 Laser Allow Page Break on text lines 12/06/07 Further refinements 13/09/06 Printer selection; setups and testing 13/09/06 Re-design based on ~Q6 1/08/06 Split 'long' descriptions and suppress 'Ea' etc. 1/08/06 Allow 'sub-totals' and 'retail' type quote 1/08/06 29/30 fine-tuning 1/08/06 Re-designed with suggestions form MD 17/07/06 Re-designed with option to suppress 'detailed' pricing 30/06/04 but to allow sub-totals - either 'Trade' or 'Retail' 30/06/04 (depending on customer OR entered) 30/06/04 Re-design form: omit product code; don't print pricing; 11/06/04 Print total quote price only. 11/06/04 Prints longer description 11/06/04 New A4 layout from D1 and M1 15/10/02 8INL01Q2 Merchants' A4 Laser Invoice - Plumbing PLus Indent continuation description line 1/12/07 Suppress 2nd price column (discount) 1/12/07 Allow for 'messy' addresses on DTM 2/11/04 Force printing of Price 1 on Un-costed p.slips 14/10/04 Always print Sell Price 1 (for Jim) 23/08/04 New A4 layout from O2 and M2 3/10/02 8INL01Q3 Merchants' Back Office inv. / Confirmation - A4 Laser - New A4 layout from Q2 and M3 15/10/02 8INL01Q4 Merchant's Credits - A4 Laser - ZC New A4 layout from Q2 and M4 15/10/02 8INL01Q5 Merchant's POS Invoice - A4 Laser - ZC New A4 layout from Q2 and M5 15/10/02 8INL01Q6 Quote - A4 Laser - Invoice layout - ZC Default '-Q01' message: Option NOT to print 1/02/07 Use revised ~Q1 screens 4/08/06 Shift printer and try to get Tanya's pc to print 4/08/06 Re-instate ability to enter costs on stocked lines 8/06/06 (until product file is up to date) 8/06/06 Allow 'un-limited' no of lines in 'auto-text'. 25/01/06 Instead of ~Q1 - for Jennifer 23/08/04 8INL01QZ Merchant's Quote - with 'retail' price - ZH Prod. Code down to 12 chars. to allow bigger price. 31/03/07 Based on ~Q1 1/11/06 Always show 'total' GP 1/11/06 8INL01R- Merchant's Trading system - Landscape Program and test new barcode capture 31/03/10 Re-design all 'product' screens to show total 26/08/09 of 'bulk' stock. 26/08/09 Re-design all 'product' screens to show total 1/07/09 of 'bulk' stock. Not Finished 1/07/09 Add options for Confirmations 1/01/09 All versions updated to allow new Customer Product 9/12/08 code feature. 9/12/08 Add 'Customers' Product Code' feature 1/11/08 Feature to automatically charge freight on specified 1/01/08 'send-by' codes. 1/01/08 Always print the HIGHEST price - price 1; customer's 1/12/07 price; retail OR entered price. 1/12/07 Prints 'casual' delivery address; if found. 1/04/07 Cost entry restricted to Quoting only 4/09/06 All screens synchronised (re-designed) 4/09/06 Ability to enter & print 'long' reference 4/09/06 Add Post Code to Town 1/09/06 All versions to print Post Code. 31/07/06 'Default' send-by code now active. 2/07/06 Add option to suppress print for Invoices (sF9) 13/02/06 or Packing Slips (sF8). 13/02/06 Un-domiciled forms now print form lines 12/12/05 Header screen changed to include 'Send-by'. 12/12/05 8INL01R1 Merchants' A4 Laser Quote - Landscape - OL Add 'advanced' quoting features (sub-totals etc) 1/05/07 Show RHS costs (F2) - e-mail from VR; 05/07 31/07/06 Don't suppress printing of 'Each' on quotes. 13/02/06 8INL01R2 Merchants' A4 Laser Invoice - Landscape - OL Based on 'M' and 'Q' series (OL) 31/08/05 8INL01R4 Merchants' Credits - Landscape - OL New header screen allowing entry of Credit Details 1/07/08 where Delivery instructions would normally be. 1/07/08 8INL01R5 Merchants' Cash Sale - Landscape Enable new messaging method 16/07/10 Print 'rounded' value if paid by cash 8/03/10 Memory problems with XP - modify and test 1/09/06 Fix 'plucker' screen locations 1/09/06 Investigate problem with multi-page document 2/07/06 Option to capture Cash Sale customer database 15/06/06 8INL01R8 Customer Orders - landscape Check re-pricing of 'old' quotes 1/02/09 8INL01S- Transport industry sales module Option to force entry of Salesman Code when there 1/07/09 is a default salesman assigned to each customer 1/07/09 Check the encoded 'date' field 1/06/09 Option to force entry of Salesman Code when there 1/06/09 is a default salesman assigned to each customer 1/06/09 Ability to automatically print a promotional 15/08/08 message in the body of invoices (if space allows) 15/08/08 Using 'default message code' per user 15/08/08 Re-instate F3 for send-by on trailer record 1/01/08 Add 'back-order' qty for Customer Orders 1/01/08 'Locn' added per line for sales from rep's car stocks 1/01/08 'Default Qty' and 'No cost check' allowed (for freight) 1/01/08 Suppress printing of invalid e-mail addresses 1/01/08 Re-design screens with 'back order' fields 31/07/07 Re-design screens with 'back order' fields 17/07/07 Re-design screens with 'back order' fields 1/05/07 Print Bin Codes (if present) 11/04/07 Finish re-designing Screens and Form for 12/08/06 extended Ref. (Order No.) e.g. Fulton Hogan 12/08/06 Check printing of additional Product information 12/08/06 Brent: (NO CHARGE): Change printing of invoice 3/07/06 'ribbon' line to allow for large Order No's 3/07/06 (e.g. Fulton Hogan). 3/07/06 Show customer balance on Header screen. 12/02/06 Option to suppress costs per Terminal - SYTC 31/01/06 All docs EXCEPT Invoice to print the Form Name 15/12/05 All document type print the time on the header rec. 15/12/05 'net sell price' column added 25/08/05 Review messaging per Customer 23/03/05 Possibly allow Invoice Limit 23/03/05 Restore full-width trailer messages 12/10/04 8INL01S1 Quote - Transport QTY to show decimals and DISC per line 8/11/99 8INL01S2 Counter Sales - Transport Move Trailer Messages. Re-allign Name and Address 31/03/04 Re-instate Cust Ref and expand to 15 ch. 31/03/04 Allow disc. on Non Stock Items 22/02/00 Also added to M5 (cash sales) 22/02/00 8INL01S4 Credit Note - Transport Remove 'Batch un-finished' message when raising 28/11/05 a credit from an invoice. 28/11/05 Don't do credit checks when raising a credit? 28/11/05 Aging Credits - working if Open Item OR B/F 26/07/00 Copying an Invoice - Aging Credits 26/07/00 8INL01S5 Cash Sales - Transport Please print 'rounding' and the amount. 8/11/99 QTY to show decimals and DISC per line 8/11/99 8INL01T2 'Standard' Form II trading Packing slips / Invoice - 10 Disable 'F9 Invoice' in Recall if disallowed 21/11/01 for the current Terminal id. 21/11/01 Always prints Invoice Date. 4/04/00 Header display date fixed 9/03/00 Cost field re-instated 20/10/99 8INL01T3 Standard trading Confirmations Fix non-stock un-costed lines. 7/11/00 Transaction code field removed 23/05/00 8INL01T4 'Standard' Form II trading Credit Notes Default to aging period 9 for B/fwd customers 23/05/00 8INL01T5 'Standard' Form II trading Cash Sales Cost fields re-instated 20/10/99 8INL01V- ZH Invoicing Module - motes Price over-ride disables the discount matrix 23/11/08 and avoids the 'discount / price code' feature. 23/11/08 Also retain 'entered' price in F6 (fix a line) 23/11/08 Allow change of customer to re-calculate 'cost-plus' 23/11/08 lines after 'F4 Re-calculate' 23/11/08 - Tweak 'top-price' and discount matrix with prc. cd. 1/10/08 08: Re discount matrix to include price code option. 1/09/08 08: Warning if calculated price is above 'top' price. 1/09/08 Restore 'Print' option on trailer screen 1/05/08 8INL01V2 Merchants' A4 Laser Invoice - Plumbing PLus NEW from Q2 and Z2 1/12/07 8INL01V4 Merchants' A4 Laser Credit Re-design detail screens to allow entry of Costs 1/06/10 Fix probs. with new version (Reason Code etc.) 17/05/08 Un-used features removed to fix memory problems. 17/05/08 8INL01V5 Merchants' A4 Laser Cash Sale Now allows cost over-ride 1/07/10 Memory limits causing problems with 'change given' 17/05/08 feature are now corrected. 17/05/08 Integrate with new release - esp re 'change'. 1/04/08 8INL01Y- Y/Z Invoicing Notes All 'Y' and 'Z' versions to print Post Code 2/07/07 Re-establish Pseudo-terminal default when converting 2/07/07 a Quote to an Order or Invoice. 2/07/07 Always show 'total' GP - Y1; Y3 1/11/06 Display GP% on 'summary' line 1/10/06 Add 'no charge' feature to all invoice versions 1/08/06 Suppress display of recent purchases in invoicing 23/01/06 and Quoting; now that Price 5 is being used 23/01/06 Allow printing of 'entered' address in Cash Quotes 16/03/05 Prints 'Account Type' in 'Order Analysis' field. 24/06/01 All now print trailer messages in body. 23/06/01 Department compulsory 17/07/00 8INL01Y1 Quotes - ZH Sales & Notes Prints 2 lines ( blank ) between last line of quote 29/06/01 8INL01Y2 Counter Sales - ZH All versions now force -ve m/up in detail screen. 14/11/00 8INL01Y3 Costed Invoices / Confirmations - ZH New Detail screens (as M1 but 'simpler') 17/07/00 8INL01Y5 Cash Sales - ZH Credit reason can be entered for Cash Sale credits 23/06/01 Use 'charge-to' for various 'cash sale' accounts 17/07/00 to charge all Cash sales to 1 A/c 17/07/00 8INL01Z1 Quotes - ZH 591 (Office) Revert to 'standard' quoting display window 1/10/06 Costs / Purchase history display removed 31/03/06 Ability to override Trading Terms 12/02/02 8INL01Z3 Confirmations - ZH 591 (Office) F2 to toggle between Code; Desc & pLu modes 6/10/00 Enter (not F5) to confirm a CUST code 6/10/00 Force 'Cust Ref' field. 6/10/00 Force 'Qty' field. 6/10/00 Not require 'pLu' but want 'cAtegory' - ?ZIPCH 6/10/00 8INL01Z4 Credits - ZH 591 (Office) Write-off now working if Credit copied from Invoice 24/06/00 8INL01Z5 Cash Sales - ZH 591 (Office) (and ~Y1) 26/11/01 Updated for Split Payments 26/11/01 Allows Esc when Invoicing a Quote 2/03/01 Function to show/hide Costs 6/10/00 8INL02 Invoicing Recall; Reprint; Cancel from INT file. Set 'newest' un-filled Cust Order No. 1/03/10 When raising an Invoice from Order or Quote; 1/02/10 use the customer's e-mail settings for Invoicing 1/02/10 Update Supp. Order with invoiced buy-in 1/03/09 Now updates a Purchase Order with the Invoice No. 1/02/09 which invoiced a buy-in 1/02/09 Force retention of Order prices when Filling 1/10/08 Also retain Salesman and Send-by codes. 1/10/08 Option to convert a Quote to a Credit. 1/03/08 Stop searching for 'valid' documents after 100 docs. 17/12/07 New 'Revive Quote' option 1/12/07 When converting a Quote to an Order; the original 1/12/07 Quote is marked as 'W'on 1/12/07 Clear Message Code and other defaults when converting 2/07/07 a Quote to an Order or Invoice. 2/07/07 Force the use of a correct Invoicing program type 1/08/06 for specified functions: e.g. disallow fixing of a 1/08/06 Quote in the Invoicing program (and vice versa) 1/08/06 Update 'filled' order with invoice no. - per LINE 31/07/06 'Quote accepted' starts plucker at newest Quote 31/07/06 Mark 'credited' invoices - 12/02/06 12/02/06 Returns selected process to INL01 to determine 3/11/05 whether the Header must be checked. 3/11/05 Now automatically completes Orders 17/02/04 Allow for new 're-issue' feature. 21/11/03 All functions automatically start at the most 15/09/03 recent document in the appropriate range. 15/09/03 Re-written for release 8.7 invoicing 30/05/03 Can assign Invoice Trans Code from a Quote 13/05/03 Only allows creation of a Credit Note from 13/09/02 a processed invoice. 13/09/02 Allow path for work file. 3/10/01 Sales Kit update improved. 10/04/01 Now assigns the correct Trans. Code when raising an 17/07/00 Invoice or Credit from a Quote or Order; or an Order 17/07/00 from a Quote. The program reads through the 'list' of 17/07/00 Trans Type (DTTT) records on SYM to find the 'Defaults'. 17/07/00 (see 8INL29C0 re Trans Codes) 17/07/00 Releasing an Order puts 'today's' date on invoice. 24/03/00 8INL03 Invoice update Sales module changed to allow the 'entered' cost to 29/07/10 be used as the basis for Sales Analysis. 29/07/10 Can now use the 'entered' cost as the basis for 1/07/10 calculating GO / Costs in Sales Analysis 1/07/10 Change status E to C when sold 2/06/10 further testing of Costing over-ride: 1/08/09 Allow for non-stocks and 'alternate units' 1/08/09 Sales Analysis calc.: override 'user' costing 1/07/09 Mods to 'alias' processing 19/03/09 Write 'Master' code to SCT (not Alias). 19/03/09 For buy-ins; retain the Customer Order cost 1/11/08 Fix processing of Kits with qty > 1 9/04/08 Make ref. no. on DTT numeric '005476' not ' 5476' 20/12/07 for passing to INQ01 from DTQ01 - Rel 9.0 20/12/07 Allow for 'alternate' products. 1/09/07 Don't update 'external' sales analysis sets 12/04/07 Update Salesman set 'M' on SMM with the number of 12/08/06 documents processed per Rep; not qty of items sold 12/08/06 (see 8SML40 and 8INP01S1) 12/08/06 Add Account Type to DTT 29/03/06 MAJOR CHANGE: Allow the use of any nominated cost 31/10/05 or price as the basis for GP calculation 31/10/05 Update Run No. details to SYM / INT Header 9/08/05 Don't update Orders range for Finneys 8/02/05 Allow F6 to change parameters 19/04/04 Check 'stock-out' on Available and change message 20/09/03 Updates 'old' stock (if feature enabled) 23/07/02 Add 'Supp order' and Salesman to stock-out report 21/11/01 Reverse Qty in Alt Units for Credits 8/10/01 Add Invoice Qty to negative stock report 25/09/01 New rules for 'selective' Sales Analysis by 20/08/01 Customer and Item (product) - see Help in DT/SA setups. 20/08/01 Option to post rounded value of cash sales. 17/08/01 Now re-calculates the cost of a kit by retrieving 10/04/01 the current Avg. cost of each component. 10/04/01 Automatically releases (and reports) Invoices which 6/04/01 were held for costing but now have sufficient costed 6/04/01 stock to be processed. 6/04/01 Prevents un-costed branch transfers (Br and HO). 6/04/01 Shows qty; o/hand and receipted for 'held' lines. 13/03/01 Standardise report (headings; page skip) 2/03/01 Salesman preference for SMM (DTM or INT) 26/02/01 Option to allow stock out report to be based on 23/02/01 -ve available. 23/02/01 Also allow for Page Breaks - 9/2/01 EH/HP 9/02/01 Fix analysis re Deliver-to 2/02/01 Report; but don't process 'Held' product which 16/11/00 still have insufficient 'costed' stock. 16/11/00 'Neg Stock' report now optional (cf 8INL29C0 subj 17) 13/11/00 Write INT 'Cost' to SCT rather than 'File Cost. 7/11/00 New 're-processing' options - see Order 21/06/00 Fix aging of Credits 28/04/00 Allow S/man analysis by 'invoice-to' Cust. (Akl) 20/04/00 To match new Debtors S/ware 22/02/00 Revised handling of Cust. Orders 19/10/99 8INL05FN Consolidate M Hill Customer Orders Show current Order range and no. of invoices and 8/02/05 mark processed orders. 8/02/05 with option to report and/or update. 8/12/04 8INL05OL Consolidate P/slips by Customer Orders Further development - any day now! 1/01/09 8INL06 Archive / Delete Invoices from INT file Y2K Dates fixed (late) 9/02/00 8INL10 Invoice Update Controller. Update P/Order 'processed' range 8/03/10 New Run No. format - also changes to linkage (8IN.LS) 9/08/05 Simplify operation (parameter screens) 2/08/04 Re-activate Register BEFORE update 11/02/02 8INL17C1 Invoice work file maint. Now uses SCQ18A for plucker 26/07/01 8INL18C1 Invoicing Transfer file maint (INS) Show Branch Code 13/09/01 Now allows 'plucker' - 8INQ18A 26/07/01 8INL19C1 Invoice File Maintenance Allow clearing of 'credited' fields. 1/04/08 Show Branch Code 13/09/01 Show 'held' status 16/03/01 Allow nomination of 'default' trans. codes (Inv; 17/07/00 Credit; cash Sale; Order). 17/07/00 8INL19CH Remove 'held for Costing' status - release for Updating. New for 'un-costed invoice' feature 20/03/01 8INL19CS Edit POS trailers before posting Based on 8INL19C1; allows changes to trailers only 30/10/99 8INL29C0 Invoice Module Setup - Development options s1: 2nd screen: Option to use 'Invoice' costs for S/A 29/07/10 subject 1: screen 2; line 4; cost '9' allowed. 1/07/10 This will cause the Invoice Update (rINL03) to 1/07/10 use the cost entered (or the average cost) at the 1/07/10 time of invoicing as the basis for calculating GP 1/07/10 22/07: Above modified to allow former selection of 1/07/10 cost basis; with a new setting allowing the 'invoiced' 1/07/10 cost to be used for sales analysis. 1/07/10 s8 Allow RHS messages 1/06/10 s1: Set option NOT to use specified invoicing cost 1/07/09 for calculating sales analysis GP. 1/07/09 s1 - Force Salesman Code entry 1/06/09 New: 'top price' and discount matrix 'Price Code' 1/09/08 s1: Option (2nd screen) to allow the raising 1/03/08 Option to display product text per user / rep 1/01/08 Ability to specify 'auto' freight code on 'send-by'. 1/01/08 s5: Allow 'Lock' on individual entries to disable 23/10/07 changing of the rate when invoicing. 23/10/07 s5: Discounts with descriptions for 8SYP01DM 1/05/07 s2 (terminal) and s3 (operator) option to turn ON 1/10/06 the sF5 option 'Quote Won'. 1/10/06 s19 POS Setup allows 'default' Cash Sale account 7/08/06 (for new report 8DTP01CS); and 'day preference' 7/08/06 s2: Allow 'pseudo' printer controls (e.g. 'Domiciled') 1/08/06 and to re-assign printers for individual programs 1/08/06 NOTE: If a printer assignment is replaced by a 'pseudo' 1/08/06 terminal code; it will apply to ALL users. 1/08/06 Allow each terminal to override 'form type' settings 17/07/06 Use on 'pseudo' terminal to control printing 17/07/06 for specific programs / printers 17/07/06 e.g. 'trade' quote on un-domiciled 'lineflo' form; 17/07/06 'showroom' quote on A4 letterhead (domiciled) 17/07/06 s1: Allow default 'send-by' code. 2/07/06 s31: 6-char code for Printer Drivers (TS) 22/06/06 s1: Set 'domiciled' for Quote; Order 22/06/06 S7: Trans Types: Tidy re rebates. 8/06/06 Subj 1; pg 2; Default 'Send-by' and flag 3/11/05 Showed Denis the 'F8' option in 8DTL12 for 3/11/05 Subj 1. Pg 3: Nominate the 'recall' actions which will 3/11/05 require the invoice header to be checked. 3/11/05 s17 Allow additional Registers (C8 GP exceptions) 11/08/05 Allow entered prices to be assumed as GST-inclusive 19/05/05 per terminal (pseudo) for 'Sale' 19/05/05 S2: 'Y' to allow F5 Maint. re-instated (DFW) 28/10/03 also: Allow for 'extra copies' of selected 28/10/03 document types (Inv.; P/slip etc.) per terminal 28/10/03 e.g. print 2 copies of Laser P.slips. 28/10/03 07: Trans Codes: 'Range' for quotes: Set to 'T' to use 13/05/03 the 2nd document range for these quotes. 13/05/03 'Invoice Code': Enter the Trans Code to use when 13/05/03 converting a quote to an invoice; 13/05/03 11: Sales People: 'Default to Quote Code': Enter the 13/05/03 Quote transaction code to default to for this Rep. 13/05/03 17: Update controls: Enter range for 'Tendered' 13/05/03 Subj 1: Default 'Bottom-line' pricing settings. (p.1) 20/03/02 These are overwritten by individual Product settings. 20/03/02 Subj 1 'Hide salesman's code' shows '****' and 27/08/01 prevents Plucker in all INL01 versions. 27/08/01 Subj 19 POS setup: allow posting of rounded cash 17/08/01 sale invoice to Debtors and Control 17/08/01 New options (subj 1) re Reason codes 21/05/01 Payment Methods have more details for POS/Cashbook 2/03/01 Subj 17: Update: Option to report -ve Available 23/02/01 New Help added 9/02/01 New 'Update' screens with parameters for 'interface 31/01/01 programs' - esp for T/bal Summary (8DTP04BS) 31/01/01 Subj. 17: Option to report items with insufficient 16/11/00 'Costed' stock based on O/hand or Avail. 16/11/00 Discount Matrix (subj 4) now working. 16/11/00 NOTE: also now allows -ve disc. (markup) 16/11/00 Subj 17: Optional 'stock-out' report in update. 13/11/00 New feature to convert Quote to Customer Order or 7/08/00 Invoice; and Cust. order to Invoice. 7/08/00 New printing controls per terminal - esp. Quotes 24/06/00 Print controls for HP 692c 14/04/00 Flag on Payment Type to print on Banking Schedule 1/11/99 8INL42GF Import 'handheld' invoice files to Cogito. Include 'ZFHH' to prepare import files 11/10/04 13/12/04: Add further 'simple usage' options 2/08/04 Edits all documents and adds valid ones to INT. 12/04/04 8INL85O Customer Orders Audit / Repair New program to check/complete Cust. Orders 8/03/10 8INL85T Invoice File Audit / Repair Allow margin of error 19/11/08 Prompt Update Run range 19/11/08 Allow margin of error 1/10/08 Prompt Update Run range 1/10/08 Adjusted for new Run Numbers 15/06/06 More options re 'missing'; 'dup' to replace 8INP04/06 6/04/04 Show value of differences and check only 31/10/03 the provisional GP. 31/10/03 Include check for 'empty' invoices (no details). 9/11/01 8INP01-A Invoice register - Notes Generic change: Allow 'sub-totals only' reports 17/05/08 Ability to print a register by Customer key: 2/07/07 (to improve speed) 2/07/07 Calculates the correct document ranges for a register 12/04/07 covering multiple update runs (e.g. 1 month) 12/04/07 No longer forces 'compressed' report. 22/06/06 To compress; choose the appropriate printer driver. 22/06/06 Allow 6-digit Run No. range 12/02/06 New features: Run Nos. extended to 8 digits. 31/08/05 Branch parameters optional. 31/08/05 F3 (pluck) Run No (range) 31/08/05 Get default Prompt Payment discounted flag from SARC 25/08/05 Allows multiple runs per update. 11/08/05 Use SYF (un-formatted) to store report parameters 5/03/04 Report if 'Order Required' was over-ridden 31/07/03 at time an invoice was raised. 31/07/03 Option to print 'Tenders' range 13/05/03 All versions now offer more sorting options - e.g. Rep. 12/08/02 Re-activate Register BEFORE update option. 11/02/02 Prints Compressed 29/06/01 ALL versions now suppress headings if exported 1/05/01 New option to print 'held' only 13/03/01 All now report invoices 'held for costing' 16/11/00 NOTE: When using this feature; the register MUST be 16/11/00 run AFTER the update to report documents released 16/11/00 from 'held' during the update. 16/11/00 8INP01C2 Invoice Register - OLD Standard Don't apply Prompt Payment discount (rebate) to 8/06/06 'rebate' documents (rebate sw = 'R') 8/06/06 27: Visit re failed Update run 8am 8/06/06 8INP01C5 Invoice Register - Standard Option to print 'Current Packing Slips' x Rep 30/04/10 8INP01C7 Credits Register - Format as per C5 New report: Sort by Rep; Credits only 31/03/04 8INP01C8 Invoice Register - GP / Bottom Line - Details Highlight 'bottom line' exceptions 31/03/07 Allow 'manual' entry of GP exception ranges 31/03/07 Also report 'Bottom line' overrides 23/06/05 Initially to highlight incorrectly costed lines 13/05/04 8INP01D1 Invoice Register with Time Analysis NEW - Register sorted by Time 5/01/00 8INP01D2 Invoice Register - by Account Type (department) Allow sort by Rep (Pete) 12/02/06 New for ZH 21/06/00 8INP01D3 Invoice Register - C2 with Prompt Payment discount deduc New for ZC (from C2) 19/05/05 8INP01EM Automated e-mailing of Invoice from Daily Update Now checks invoice e-mail address against the 13/10/09 customer's 'known' e-mails and reports differences. 13/10/09 New option for 'Report Only' (doesn't send e-mails) 13/10/09 Run if flag set (see 8SYL29C0; s18) 7/09/09 8INP01O2 Orders Register - by Product Backorder Register - completed entry stays on Register 23/08/99 8INP01O4 Service Orders Register (Cogito) Print S/ware Update report from INT for us 1/05/00 8INP01O7 Due Orders by Order with Available New report for allocating ordered stock 8/03/10 8INP01P1 Cash Sales report Uses the 'rounded' invoice total (not 'calculated') 12/02/06 8INP01S1 Reps' performance report (using Sales data) New report to run (as summary); by Rep;. 12/08/06 with daily update OR as required - e.g. for week/month 12/08/06 8INP01X1 Reps' performance export (using Sales data) Using flag on Salesman record to determine content 23/08/06 Based on ~S1 23/08/06 8INP01X5 Invoice Export: Infusion Program finished: 1/03/10 8INP01XA Export invoice file Headers New - See 8INTA.FDD for definition 30/04/01 8INP01XB Export invoice file Details Adjusted for Nimbus (Shaw Nellis) NO CHARGE 1/06/07 New - See 8INTB.FDD for definition 30/04/01 8INP01XD Export customers Delivery details New program to extract Delivery Instructions 1/02/09 from invoice history: 1/02/09 Account code; Invoice No. Date; Instructions 1/02/09 8INP01XG Export GP exception lines Mew with Supplier Code 25/08/05 8INP01XS Export invoice Stock lines Basic stock line details to review pricing 23/03/06 8INP03-A Invoice Re-print versions - Notes Faster re-print by Account Code using 'Update 30/06/06 Run No.'s' ranges 30/06/06 Use Run No. records (INUR..) to prompt ranges 31/08/05 ALL changed to use new Invoicing printer model options 10/10/00 Now has option to change the Invoice file name 25/03/00 to allow re-prints from History files. 25/03/00 8INP03D2 Reprint Invoice - CO (& Notes) Reprint Credits if within Invoice range 17/03/00 8INP03D6 Reprint Invoice - D6 Format (BG) Adjust as per 8INL01D6 23/03/06 Incorporate rel 8.8 address handling (per ~Q2) 23/03/06 Prints 'Horse' for 'Deliver-to' for BG 6/11/00 8INP03G2 Reprint Invoice - GP New for GP 17/03/00 8INP03K2 Transport Invoice Reprint - Landscape For re-printing invoice runs in Customer sequence 1/10/09 8INP03L2 Invoice re-print - 'L' series. New for upgrade to Rel 8.6 26/03/02 8INP03N2 EG's Invoice re-print Allow for new forms pre-printed in 'form name' area. 14/05/01 8INP03O2 Reprint Invoice - O2 form (A4) New for HM 10/06/05 8INP03Q2 COGITO Laser Invoice re-print Allow for 'part-domiciled' forms 25/08/05 Prompt latest run no for re-print 2/11/04 8INP03R2 Invoice Reprint - Landscape Optional Cust. Ref in e-mail message 1/01/10 Customer Productr Code feature added. 9/12/08 Replaces old RM version 31/08/05 8INP03T2 Invoice re-print - TL Always print Invoice Date. 4/04/00 8INP03V2 Invoice re-print - ZH Landscape Layout and printer management standardised 1/02/08 8INP03Z2 Invoice re-print - Zip Allow 'un-domiciled' as per new standards 1/10/06 Layout changed re Discount 16/08/00 8INP04-- Export invoices as HTM for e-mail Enhanced for rel 8.91 CogMail module 18/04/08 26/06: Thunderbird and Outlook enabled 21/03/07 Option to call e-mail program 21/03/07 Can be called from Invoicing/Quoting 21/03/07 Rel 8.84 enhancements: - 18/09/06 22/08/06 1: Error messages (e.g. no e-mail address) 22/08/06 or 'invalid' e-mail address format (no '@') 22/08/06 2: Interface from Quoting; Invoicing 22/08/06 3: New processing rules: e.g. can't 'build' until 22/08/06 a document is 'selected'; can't 'send' until 'built.' 22/08/06 4: Default 'outbox' is 'cogmail/out/'; 22/08/06 e.g. 'G:/cog/cogmail/out 22/08/06 8INP04D1 e-mail Quote Remove 'Balance fwd / Carried fwd' lines 1/10/09 Fix 'TOTALS' on long quotes with text at end 9/12/08 New version based on 8INL01D1 19/11/08 8INP04Q1 e-mail Quote 'Total' field extended to nnn;nnn.nn 1/02/09 Design modifications 1/02/09 Layout adjustments: Split descriptions; logo size 1/12/08 Review layout for printing under various browsers - to 1/09/06 allow recipient to print. 1/09/06 Investigate adding logo to HTMM document 1/09/06 New design for ZH (MD) 17/07/06 8INP04Q2 HTML invoice in 'Q' series A4 format. Rel 8.73: Produce HTM documents from INT 12/06/07 First conversion program (for EC module) 12/06/07 14/05/04: Revised: Add Plucker 12/06/07 17-06-04: Add 'preview' using HTML viewer as in 12/06/07 Helpsetups. (Netscape / I E) 12/06/07 Add interface to Pegasus Mail v 4.31 30/06/06 Get browser as per F1 help 11/04/06 8INP04R2 e-mail invoice in 'R' series A4 landscape format. Fix 2-page e-mails with empty 2nd page - Branch Xfer 1/03/09 Customer Product Code feature added. 9/12/08 New version based on 8INL01R2 19/11/08 New layout to match R2 invoices 1/04/08 8INP04V1 e-mail Quote New layout based on 8INL01V1 30/03/09 New layout based on 8INL01V1 1/02/09 8INP04V2 e-mail invoice in 'V' series A4 portrait format. New format to match trade invoices (8INL01V2) 1/02/09 8INP10C2 Point of Sale Banking report - wide till 'cash-up' Show 'net' cash in till 28/09/00 8INQ01-A Invoice Inquiry - Notes: All versions Show new update run on Processed invoices. 22/06/06 All versions show invoice time (not Area) 12/02/06 Show Run No. instead of 'proc' for processed invoices. 25/08/05 Allow lookup of 'transferred' invoices 10/11/03 New 'sF6' option to select 'Tenders' range 13/05/03 New Prompts - esp allowing 'Start at Last' 3/07/02 (Inv; Cash Sale; Order; Quote etc) 3/07/02 Default to Terminal's Branch INT if present 3/10/01 Allows 'zoom' from Debtors/Stock lookup 18/04/01 Show 'Held' invoices. 16/03/01 Now starts at last document. 7/03/00 8INQ01C2 Invoice Inquiry - Standard without costs Customer Reference field extended 12/02/06 8INQ01C5 Cash Sales Inquiry New Prog. - Old C5 renamed to C8 4/12/01 Default to Last Cash Sale 4/12/01 8INQ01C7 Invoice Inquiry - 2-line (full Prod code/desc) Show Invoice No. on completed order lines. 1/02/09 Option to view Supplier Orders. 1/02/09 Display the bottom line correctly. 22/06/06 Show Quote/P.slip for Buy-ins 26/08/04 New - from ~C2 10/04/01 8INQ01C8 Customer Orders Inquiry Based on C7 but for Customer Orders 9/04/08 Re-named from ~C5 4/12/01 8INQ05A Invoice 'Plucker' - from INT - Standard Show only 'current' orders when filling 8/03/10 Remove Costs from screen 8/03/10 Display the 'Name' instead of 'Delivery' line 1/11/07 for 'M' (Casual) customers 1/11/07 8INQ05P Plucker for INl19CH 'Un-costed' Shows 'un-costed' flag 21/03/01 8INQ18A Invoice Xfer file (ins) 'Plucker' for INL18C1 New - for 8INL18C1 26/07/01 8INX03RP Re-code Products on INT(nn) using SCK New for use with 8SCL04S fast re-coding. 5/10/05 8INX0685 Update r8.5 invoice file to rel 8.81 Includes ~CP and ~CB 8/02/05 8INX06BR Change Branch Codes (all records) To be run after changing Stock Branch Code 8/03/08 New for changing Stock Branch code 8/03/08 8INX06CB Initialize new Split Payment / Cust Ord. fields (trailer To be run before using new POS progs. 2/03/01 8INX06FP Set Quotes/C.Orders to 'Fixed Price' To fix documents already produced 1/10/08 8INX06MF Change 'in use' status flag Ability to clear a 'document in use' flag 30/03/09 8INX06MM Generate Price from Cost in details 21/03/05 for Mac's 03/04 processing 18/02/05 8INX06PO Set C.Orders to 'Price Entered' Set Orders to 'price entered' to avoid re-calculation 1/10/08 when Customer changed; or Order filled 1/10/08 8INX06RN Assign new Run No. to invoice range New 8-digit Update Run No. 1/10/06 For 'missing' run 3020. 16/06/04 8INX06TC Change Trans Code and description To change invoiced Orders to the correct Trans Code 1/10/08 8INX06UR Generate Run No. Records (INRRyymmddnn) on SYM For Rel 8.82: Also generates Date in Text 31/08/05 8INX08DT Invoice Dates / Department toolkit Option to set Acct. Type (Dept.) added 7/08/00 New option to Re-assign Run Nos. 20/04/00 Move Ordered date to Invoice date on confirmed P/slips. 4/04/00 8INX09 Change Invoice Status Add ability to change Run No. 12/02/06 8INX17 Recalculate SCX Issued figures Review 'scheduler' for stock re-calculation 1/09/08 Fix re-calculation when stock has been issued 1/05/07 using alternate units. 1/05/07 Review: 'clear' function included; report added 1/09/06 8INX89 Convert Invoicing File to Rel 9.0 New program (from 8INX78) 21/05/07 8PL ========= GENERAL LEDGER ========= New PL / Creditors Release 8.56 13/09/01 New handling of Accounting Periods 13/09/01 The 'Current' period end date is on the PLRC rec. 13/09/01 The date of an invoice determines which period it 13/09/01 belongs to. 13/09/01 See 20906 re History files 16/11/00 8PLL01-A PL Input - Notes Pass original GST from Creditors for GST audit 31/01/06 Hide 'Split-to' field if 14/02/02 account does not have a split to. 14/02/02 Prints Compressed 29/06/01 'Hot' column value changes fixed. 28/10/00 8PLL01M1 PL Input - OM; TS; RM - aaaaaa Space for 7 digit chq ref 10/07/01 8PLL01M4 PL Input - CO aaa-bbbb show supplier name and ref. when updating 17/02/04 invoices from Creditors (8INL03) 17/02/04 New report layout - re-instate 2nd line to 9/02/04 Header/Trailer seq nos. removed from Fix screen 26/11/01 Fast fix (F6) now allows entry of Seq. No. 13/10/00 8PLL01M8 PL Input - HP: cc-bb-d-aaaaa New A/c layout for HP - cc-bb-d-aaaa: 18/06/01 Company; Branch; Dept.; Account 18/06/01 NOTE: this layout is not conducive to easy reporting 18/06/01 - aaaa-d-bb-cc would be much easier. 18/06/01 8PLL08M PL Roll: Monthly accts; Period or EOY Only roll 'Costing' period if not already done 1/09/06 Set new period correctly on EOY roll 18/02/05 Save up to 7 years' files (formerly 4) 18/02/05 Fix Costing Period roll 17/01/05 Update for rel 8.73 printing 29/04/04 New messages for End-of-year roll 2/04/02 Now updates EOM date from current Sales date 13/09/01 Now names History files as ccPLM01; ccPLL02 etc. 28/10/00 (instead of ccPLH; ccPLH01 etc). 28/10/00 Remove PLT rebuild (memory problems) 2/10/00 Save PLT as PLT01 (yearly roll) 2/10/00 New closeoff journal; tested on OL 16/09/99 Set period for new financial year 16/09/99 Now sets new period after Year roll. 16/09/99 8PLL09M8 PLM maintenance - HP cc-bb-d-aaaaa HP version 10/07/01 8PLL09Y1 Private Ledger Maint: 6-digit A/c; 24 periods New - as ~M1 but showing 24 periods 26/07/02 8PLL29C0 P/Ledger Setup program - Development options New Cashbook setups for Banking; Cash Sales 31/07/03 1: Period end date 13/09/01 10: CR integration now allows 10-digit A/c codes 13/09/01 New Help added 9/02/01 8PLL80MM Clear Private Ledger Balances New program. 15/09/00 8PLP-A PL Report - Notes All versions now allow Heading change when run. 18/04/01 8PLP01M2 Reprint PL Batches with full details. New program with full trans details 23/11/00 8PLP02E4 Postings Audit - Export to Spreadsheet (.CSV) New (for GST audit) 27/02/06 8PLP02M1 Postings Report Facility to reproduce reports from previous years 19/11/07 Add sub-totals per period - JO 8/10/03 8PLP02M2 Postings Report - Rel 8.7 with period sub-totals Prints more reference fields. 8/10/03 8PLP02M4 GST Postings Audit Option / Format to print only e.g. 5% Diff. 1/06/06 New for TS 15/02/06 Report differences between Expected and 15/02/06 and Actual GST calculations (using report GSTD) 15/02/06 Needs to retrieve the original Supplier Invoice (CRI) 15/02/06 to get the rounded GST from Costing. 15/02/06 8PLP03-A PL report - notes Using 'B' to report 'Budget OR Balance' now working 26/09/02 Selection by 'Category' on type 01 recs. 26/06/02 All reports now have option of extra left margin. 14/05/01 - currently 5; 10; 15; 20; 25 characters. 14/05/01 All versions have ability to report previous years 14/05/01 Allows plucker for Format Code. 7/11/00 8PLP03EB Export 'MB' Accounts for Spreadsheet Special export based on report 8PLP03MB -fcX 5/10/00 Use format PLTX; Print to xxx.TXT for Quattro; 5/10/00 xxxx.CSV for Excel; Set 'E'xport option. 5/10/00 8PLP03EC Export 'MB' Accounts for Spreadsheet - Short version Outputs only Current Period and Balance 6/10/00 8PLP03M4 Chart of Accounts format Add 'Split to' codes 14/02/02 8PLP03M7 With 4 columns + current period and ratios. Ratios re-instated 21/07/00 8PLP03MP 'Current Period' report (e.g. GST summary) Prints 'portrait' 12/02/06 8PLQ01-A PL Inquiry - Notes Assume period 1 if none set. (MM) 18/02/05 'Page Up' enabled on Transaction screen. 23/11/00 Ability to view History files as per INQ: 00 - 99 28/10/00 Both Transactions & the F5 Display screens 28/10/00 Option to view the transaction history file. 10/10/00 8PLQ01M8 PL Inquiry - HP: cc-bb-d-aaaaa HP version 10/07/01 8PLQ01Y1 PL Inquiry - 6-digit A/c; 24 periods New - as ~M1 but showing 24 periods 26/07/02 8PLQ06B PL Trans 'Plucker' Pass PLT ID for PLL19 interface. 21/02/06 8PLX01T PLT Import / Export Selection by Batch added 13/09/06 More selectors to recover data lost when 'old' roll 21/03/05 done without backup. 21/03/05 8PLX03FV Find a specified transaction value on PLT New program to find a specific transaction value 1/08/08 8PLX03O Retrieve Original (pre-gst) value from CRI to PLT New for CTS 21/02/06 Update PLT with 'original' value from CRI for 21/02/06 all trans. from CR interface (expenses) 21/02/06 8PLX05 Copy Opening Bal from ccPLH to ccPLM Allows finalising accounts AFTER EOY Roll. 26/06/00 8PLX06AF Set Alpha Code to capitals From MA: 24/08/05 25/08/05 8PLX09M1 Reverse PLT from 1 period to another or Clear a period Fix PLT error at eoj 18/08/05 8PLX41HP Build HP Ledger from Spreadsheet HP version 16/07/01 8PLX41QB Import QuickBooks Ledger From C2 version: 24/08/05 25/08/05 8PLX42QB Convert QuickBooks spreadsheet to PLT From C2 version: 25/08/05 28/06/05 8PLX88FM Convert QuickBooks spreadsheet to PLT Run on ccPLF 26/07/02 8PLX88MM Convert PL Master from 15 to 24 periods (Rel 8.7) Allow multiple runs (manual) for history files 19/06/03 Run on ccPLM AND ccPLH 26/07/02 8SA ========= SALES ANALYSIS ======= 8SAP12C1 Invoice-based Sales report by Customer Selection by Acct. type (Dept) added 7/08/00 8SB ========= SALES BILL ========= 8SBL01C2 Sales Bill Maintenance - Standard print routines Re-calculates Price 1 on the kit's product (SCM) 26/06/00 if the Price Update sw. is set in SCL29C0 subj 20 26/06/00 Rel 8.52: Function keys; allow Trailer fix 27/04/00 8SBL02 Sales Kit Recall Allows 'Copy'. 3/05/00 8SBL04 Sales Kit Price 1 re-calculation New program: Re-calculates the value of a range of 26/06/00 Kits based on the current selling price 1 of the 26/06/00 components and updates the Kit and its Product 26/06/00 with any difference. Also prints a register. 26/06/00 8SBL05 Import Kit into Invoicing - Work file INW Fix returned work file 1/11/07 Allow path for work file. 3/10/01 Re-compiled re Customers' Product codes 27/09/01 8SBL19C1 Sales Bill File Maintenance Now allows line deletions; fix; insert etc. 23/06/00 8SBQ05A Sales Kit header 'Plucker' Rel 8.52 update 3/05/00 8SC ========= STOCK ========= Rel 8.8 upgrade 24/05/04 Re-format the SCX file to accommodate Supplier's 24/05/04 Product Codes and a new Index to access them 24/05/04 (replacing the SCJ file. 24/05/04 The new format also allows for 20-character 24/05/04 serial numbers to be stored. 24/05/04 8SCX06PD - Fix Price date - Y2K 11/10/00 8SCL01C2 Stock Transaction Processing Add 'Freebie' trans type. 26/08/09 re-calculating average cost for 'no cost' stock 1/08/09 Allow receipting of un-ordered items 31/03/09 New 'Production' type transaction 'N' added. 22/05/08 This allows a simple transfer of stock from a 'raw' 22/05/08 product to a 'processed' one and records both trans. 1/05/08 The 'processed' item needs the code of the 'raw' 1/05/08 product in its 'was' code. 1/05/08 Don't default to 'ordered' for Purchases 9/04/08 To allow 0-value costing of 'freebies' 9/04/08 Add Plucker for Suppliers 1/05/07 Pick up 'Product lookup preference' only when costing 1/06/06 Retain header reference on detail lines 12/02/06 Re-compile deleting SCA file. 30/04/04 Allows Plucker on 'Batch Type' 16/03/01 Cursor in detail screen defaults to Qty field. 23/11/00 Now gives an error if line value > $10;000;000 30/05/00 Now writes Supp. Ord. to SCT 6/10/99 8SCL01P2 Stock Transactions - Cost Suppliers Orders - CTS Add 2nd description line 1/04/08 Wider report with Bin AFTER qty 1/10/07 Print Bin Codes (if present) 11/04/07 New F3 lookup 8SCQ07B to show 'crossovers' from the 1/02/07 new Supp/Prod database index (not from the old 1/02/07 'crossover' file TSSCK) 1/02/07 Add Creditors Interface (as per S/order costing) 17/11/05 Updates the new Supplier Product key 11/10/04 and the Alternate Suppliers on the Product record (SCM) 11/10/04 Add facility to enter Supplier's product code 13/05/04 by checking the SCJ file. 13/05/04 Above NOT implemented - see new SOL01Rx/Px re ability 31/03/04 Record Supp. Inv. No and Shipment No. on Order 31/07/03 Now allows Supplier Invoice no on Header & detail. 20/08/00 8SCL03 Change prices/costs by an entered factor Exclude all non-current items from all operations. 4/04/06 Pluckers added for Products and Suppliers 4/04/06 'F9' required to confirm selection; 16/11/03 A product range must be entered. 16/11/03 Now allows up to 5 price changes per run. 2/07/02 New screens and 'Auto update' option to generate 1/07/02 new prices using Markup Codes. 1/07/02 Also has report and 'print only' option. 1/07/02 Use '99' to 'set' (or clear) a price: e.g.: 6/05/01 Generate price 1 using 99; adjust by 12.50 6/05/01 sets price 1 to $12.50 for the selected range. 6/05/01 Ability to round to $1; 50c; 20; 19; 5; 1 18/04/00 Fixed Supplier range (to 8 chars) - ZC 3/11/99 Now accesses SCX costs (see screen) 17/09/99 8SCL04 Recode Stock Files Option to RETAIN the old product as 'discontinued' 12/02/06 Add re-order levels when merging - and print 12/02/06 Accumulate Reorder Levels (and print) 23/03/05 New X8-SCZ..BAT for Homershams 21/03/05 Option to Create new files (default) 30/04/04 Build Schedule and test all progs 19/04/04 8SCL04S Recode Stock Files - 'fast' using SCK Merge purchase histories (SCX) when re-coding 1/06/06 to an existing product. 1/06/06 Merge SCX history by date 23/01/06 When re-coding several products to one; merge 15/12/05 the SCX Purchase history by date 15/12/05 Requires 8SCX93RA to re-code alternate items. 22/09/05 8SCL05AC Re-calculate Avg./Aged cost (SSX) from Purchases (SCT) 'Aged' cost option added 19/07/06 'Export' options added - use 8SCX41X7 to re-load 19/07/06 8SCL05AL Accumulate Alias demand to master prod. and re-code SCT Retrospective re-coding of 'aliases'. 19/03/09 8SCL05FR Report (and flag) Problem items for stocktake Add Scheduler feature 11/01/08 Set to 0 if fixed in last 10 days - i.e. less than 11 19/12/07 days since last stock adjustment 19/12/07 New: to report (and optionally mark) all items 22/08/07 which have a high ratio of adjustments to sales. 22/08/07 8SCL05H1 Print items with no Trans type since given date Shows products with a transaction before the given 21/10/00 date but with no 'Z' record since. 21/10/00 8SCL05OH Re-calculate SCX 'On Hand' from SCT Allows entry of Trans; type to trigger re-calculation. 10/10/00 8SCL05OS Establish 'old' stock - see also 8SCP08C2 Added totals to report 4/08/03 Replaced by SCP08C2 23/07/02 8SCL05ST Re-calculate SCX on hand and update SCT on hand Use 'Trans' date (not SCT key date) 9/05/05 8SCL08 Stock File Roll Indicate whether roll is 'Late' or 'Early' in month 22/02/00 for SCQ01vv - updates SCROLL on SYM 22/02/00 8SCL09-- Product Master File Maintenance - all versions Don't copy Costs when duplicating a record 8/03/10 Allow security level on Product notes and texts 1/08/08 Show 'not for re-order' items in colour 1/07/08 Pick default Report Codes from Category and/or 1/07/08 Sales Code when adding new products 1/07/08 Allow for % OR $ value in Bottom line pricing feature 17/01/05 Allow price 'a' + Rate + price 'b': e.g. Price 9 17/01/05 (highest cost) + 10 %; + price 4 (freight value) 17/01/05 Add Special Discount/Price suppression 13/05/04 Add no. of items per label 13/05/04 Allow 'bottom line' price code 9. 16/11/03 Copy entered costs to SCX when copying a product DFW 10/11/03 'Bottom line' on selected stock items to prevent 20/03/02 sale below acceptable price (margin/markup) 20/03/02 'Low #': Enter the price/cost No. (as in SCL03) on which 20/03/02 the 'bottom line' price is to be based FOR THIS PRODUCT 20/03/02 '+/-%' = rate to apply to above price/cost 20/03/02 e.g. Price 6 + 10% = Avg. cost + 10% 20/03/02 Now validates alternate product codes (unless 23/11/01 overridden by setting in SCL29C0 - subj 1 23/11/01 Now checks all 'Replaced-by' and 'Alternate' product 24/09/01 codes and allows Plucker on each. 24/09/01 Picks up code from Invoicing if called. 22/02/01 8SCL09C2 Product Master File Maintenance - Standard Level II Don't allow changes to Avg. and Last costs. 5/10/09 Restore PLU to main screen N/c 1/06/08 New SA level settings 21/08/01 Allow continuous edit for Maint. 17/08/01 Checks Cat 3; if entered; against SCPHxxxx. 16/08/01 Update 'Price change' date. 11/10/00 Non-stock maint. fixed. 2/12/99 8SCL09C3 Product File Maint. Barcode capture Bin codes added 29/06/10 8SCL09C4 Product Master File Maintenance - TS Allow changing of vAvg. Costs 8/03/10 Remove Costs from screen 1/11/09 Replace Bar Code with 2nd description line 8/03/08 Fix Text when copying a record 12/02/06 8SCL09C5 Product File Maint. C2 with Barcode (not PLU) Restore 'Bar Code' to this version 1/07/08 (new version for ZH) 1/07/08 8SCL09C6 Product Maintenance - Minimal Maint; Non-stock Disable the 'F6 Fix' option 1/12/08 If copying a discontinued line; set the new 1/12/08 status to 'current'. 1/12/08 Remove ability change Status 1/08/08 Allow 'plucker' on Supplier Code. 17/05/08 Option to force the entry of a Standard Cost. 1/02/08 Allow Non-stock products only. 25/01/06 Make available on selected terminals. 25/01/06 Suppress display of recent purchases in invoicing 25/01/06 8SCL09C7 Product Master File Maintenance - 8.7 ALL fields Allow 'notes' line - 2nd description 1/01/08 Allow 'no cost check' on specified items e.g. Freight 1/01/08 Allow for 'default qty' - e.g. Freight = 1 1/01/08 Add Catalogue link and Buying Group codes 1/09/07 Add facility to update Supplier's Product code 1/05/07 (for 'Main' supplier only) 1/05/07 Add 'report' codes 25/08/05 8SCL09C8 Product Master File Maintenance - Rel 8.7 Rel 8.7 rewrite allowing operator to select 31/07/03 which 'page' is to be changed. 31/07/03 8SCL09C9 Product Master File Maintenance - Rel 8.7 - ALL fields Rel 8.7 showing ALL current fields. 31/07/03 8SCL09XT Product Text and Description maint. New for entering security on Notes 1/08/08 8SCL11C2 Plumbers' Stock Lookup/Quote Default Product Lookup method per user 8/10/03 New from 8SCL01C2 for ZC - cf 21143 6/10/03 8SCL12C1 Stock Maintenance - (SCX) Status X to prevent re-ordering 31/07/03 Allow entry of file name 4/09/00 8SCL12C2 Stock Maintenance - (SCX) Extend bins to 12 10/12/01 8SCL12C3 Bin Code Maint. - (SCX) Add to POS menu 31/01/06 New program for entering Bin codes only 17/09/99 8SCL18C1 Stock Work File (SCW/SCS) Maintenance Now uses 8SCQ18A as plucker 26/07/01 New fields on SCS for 8SOP03C3 15/11/00 8SCL19C1 Stock Transaction File Maintenance Show Run No. 1/10/06 Ability to change files added 6/11/01 8SCL20C1 SCX Supplier Product Maint - Old CTS style Include 2nd description ('bracketed' text) 8/03/08 Now 'old' CTS style 31/03/07 Allow new interface to plucker (8SCQ07B) 1/02/07 Re-designed for new R8.8 index by Supp/Prod 23/01/06 05/10/05 Supplier Product Code extended to 20 chars 5/10/05 Updates the new Supplier Product key 11/10/04 and the Alternate Suppliers on the Product record (SCM) 11/10/04 New handling of Supplier Product records 24/05/04 21/05/04 Delete 'old' SCJ record when Supplier's 22/05/04 Product code is changed 22/05/04 Updates Supplier/Product Index (SCJ) 13/05/04 Allow Pluckers and default to 'main' supplier 16/11/03 8SCL20C2 SCX Supplier Product Maint. Std. Revised handling of 'lookups' - esp F8 option 1/04/08 Easier operation with F3/F8 'pluckers' 1/04/08 Improved 'plucker' allows duplicate key 2 31/03/07 (i.e. duplicate Supplier Product codes) 31/03/07 8SCL20C3 Customer Product Maint. New program - For Finneys 23/03/07 8SCL23C1 'Xeno' (Supplier/Customer) Product Maint (crossovers) New program to allow Supplier OR Customer Crossovers 1/06/10 Now updates 'alternate' suppliers on product record 4/02/09 to bring up on re-order reports. 4/02/09 New for Cust. Products 9/12/08 8SCL28C1 Stock Transaction Profile maint. - New Ability to compare trans cost to SCX Avg. (8SCP01C2) 19/07/06 Document date range removed - not EOC format. 31/08/99 8SCL28C2 Stock Report Profile Maint. Option to list only 'net price' items 1/06/09 Can report 'alternate units' only 1/04/09 'old' stock can be based on Sold; Bought or Both (def) 16/07/08 Allow for Valuation Basis: On Hand + Rec'd 1/07/08 New options re price lists - cf 8SCP02P1 1/06/08 Option to select by MAIN supplier only 1/03/08 New report setup parameters including 'printer type' 29/02/08 'Standard'; Compressed; Labels; Forms 29/02/08 Add top margin and 'No. of labels DOWN page'. 1/11/07 Allow selection / sorting by Disc. code 10/05/07 Selector 10 allows Discount Code OR S/A Level 1/05/07 Allow selection of items sold since a specified 1/10/06 date; or in the last 'n' months. 1/10/06 Allow Price/Cost comparisons 19/07/06 (to compare Avg. to Aged cost in SCP02P6 19/07/06 Allow selection by 'Label Type' - set 1; subj 13 5/04/06 Price lists can carry Customer's retail markup 28/03/06 Option to 'Create' or 'Extend' report/export file 15/12/05 New selection by Report Code 25/08/05 Option to select 'bottom-line' priced items 18/08/05 Prompts tidied 30/04/02 Sort option added for Status 1/03/02 Allows Branch Range OR List 30/04/01 Add GP source flag to Range screen 16/03/01 Page 2 screens as per page 3. 2/10/00 Remove option to print 'would be ordered' 5/05/00 Allow week's supply for re-ordering: 15/09/99 See screen 3; subject 9. 15/09/99 8SCL29C0 Stock Setup program - Development options Optionally change status E (not for re-order) to 2/06/10 status 'C' (current) on sale or purchase. 2/06/10 Default S/A level for new categories. 19/03/09 s1: Option to suppress Alternate Supplier info 19/03/09 Set Report Codes per Category and or Sales Code 1/07/08 Option to force the entry of a Standard Cost when 1/02/08 adding a new product 1/02/08 s1: Enter 'mail code' of suppliers whose account 1/10/06 code should not be displayed. 1/10/06 Add 'size range' SCSZxxxx - subj 14 replacing 4x 19/05/05 Allow entry of 'bottom line' pricing per category. 16/11/03 Tidy subj 12 - Price Book headings 31/07/03 'Old Stock' feature (subj 1 - setups) 23/07/02 If this is 'on'; the system records (8SCP08C2) and 23/07/02 updates (8INL03) the 'Old Stock' fields on SCX 23/07/02 More options added to 'Markups': 1/07/02 Now has Factor; Based on and Rounding for each 1/07/02 of Price 1-5 and Std Cost. 1/07/02 Subj 1: Option to suppress Alt. Prod verification 23/11/01 in Maint. (SCL09--) 23/11/01 Subj1: allow continuous edit for Maint. 17/08/01 Add option 10. Category 3. 15/08/01 New Help added 9/02/01 New 'writedown' settings (subj 13) 19/08/00 Bar Code control (SCBC) subj 19 can be deleted. 20/06/00 Sales Bill: Allow price updates; select Cost 27/04/00 sf7 to delete a range (NOT shown on screen) 24/01/00 'Change-to' allowed on selected sets 24/01/00 for new re-coding options in 8SML40. 24/01/00 8SCL48C2 Cust. / Supp Product Code file (SCJ) maint. Call 8SCQ49C1 for plucker 29/05/06 Allow for Cust. AND Supplier product codes 31/03/04 New for HP/Coventry 18/09/01 8SCL49C3 Report Key file (SCK) maint. Allows add/chg/del of Report Key file records. 17/12/01 Calls SCQ49B as plucker 17/12/01 8SCL49R2 Generated Order file (SCK) maint. New - for SOL05 24/01/02 8SCL49RS Supplier re-code file maint (ccSCKRS) For entering the 'old' and 'new' codes in preparation 1/04/08 for re-coding Suppliers (i.e. changing Account Codes) 1/04/08 8SCL80 Clear Selected SCX fields Can now clear 'old stock' qty field 23/07/02 Options to clear 'adjustments' and Opening Balances 13/05/02 Clear Purch. also clears last 6 purch details. 13/05/02 New option to clear On Hand only. 29/08/00 Changed to include all settings when scheduled 17/09/99 Special 'AV' version to add Issued; Receipted and 2/09/99 Returned to On Hand and clear. (for TL cutover) 2/09/99 8SCP01C1 Stock Transaction Reports - Costs Report for us for Text Transactions 31/03/00 Document dates removed - not EOC format. 31/08/99 8SCP01C3 Stock Transaction Report: Avg costs. Show -ve purchases where cost > current Avg cost. 1/06/06 8SCP01C7 Software update report New - 13/11/01 2/05/05 Prints Order text in given date ranges 2/05/05 8SCP01E7 Software update export Review in Excel for distribution 31/03/04 8SCP02-A Stock Report - Notes All reports to allow for 'scheduled' processing 8/03/10 and for 'generic' dates in report file names. 8/03/10 e.g. a report named '#VyymmG' will be '#V1004G' if 8/03/10 run in early May. If 'dd' is included in the 8/03/10 report name; the exact date is used. 8/03/10 Option to do automated copies of e-mails 8/03/10 Can report 'alternate units' only 1/04/09 New: 'top price' and discount matrix 'Price Code' 1/09/08 features added to personalised price book / export 1/09/08 'old' stock can be based on Sold; Bought or Both (def) 1/07/08 New selection conditions: 1/07/08 'E' = all 'stock' fields Empty 1/07/08 'Q' = any Qty in any of the 'stock' fields 1/07/08 Subj 2 (compared-to): Print if: 1/07/08 0 = ALL 'stock' type fields are 0 1/07/08 1 = ANY of the 'stock-type' fields is NOT 0 1/07/08 Option to exclude by status (e.g. 'Green' status 'E') 1/06/08 Adjust D5 for memory restrictions 1/06/08 Revised printer handling. 1/04/08 Option to 'auto-repeat' report code selection 1/04/08 Assume repeat of previous report code 21/03/08 Option to select by MAIN supplier only 1/03/08 Extend selections by Status (groups) 1/03/08 New report setup options and screens 29/02/08 Labels; Forms 29/02/08 Separate option to force Portrait or Landscape 29/02/08 New feature to allow filtering by Status 'groups' 11/01/08 e.g. to report all items with a 0 price; but to 11/01/08 exclude status 'E' products. 11/01/08 New feature to update Status code (SCM or SCX) 1/11/07 Option to add Report Codes for selected items 1/11/07 Reports now print the title from the selected 2/07/07 format in the top heading line (if there is room. 2/07/07 All reports now print sub-heading 'continuation' 2/07/07 lines on each page. 2/07/07 New standards re sub-headings 10/05/07 Print description for Discount Column reports 10/05/07 Allow sorting by Disc. code 10/05/07 NEW: Select / Sort by Discount Column (code). 1/05/07 Allow selection by 'Label Type' 5/04/06 Price lists can carry Customer's retail markup 28/03/06 When reporting from SCK key file; process only 12/02/06 STOCK records (i.e. ignore Supp Prod and Text recs) 12/02/06 Option to 'Create' or 'Extend' report/export file 15/12/05 For all reports; but especially for CSV exports. 15/12/05 All reports can select products by 'Report Code' 25/08/05 Fix Special Disc calculation for price lists/exports 17/01/05 All reports: Selection set 2 now working properly 2/07/02 All reports can now be sorted by Status. 1/03/02 All reports can now pass a format code from the Menu 24/01/02 All versions can now produce a report from a list of 17/12/01 product codes in a 'key' file - 'ccSCKnnn'. 17/12/01 This is achieved by entering '*nnn' in the 'follow-on' 17/12/01 field on the 'Product Range' line on SYF (SCL28C2) 17/12/01 The 'SCK' file can be built using 8SCL49C3 (q.v.) or 17/12/01 by importing from a spreadsheet with 8SCX44C3. 17/12/01 All reports allow Product Text option. 23/05/01 Transactions printed in 'reverse' order - i.e. 23/05/01 newest to oldest. 23/05/01 All versions: More detailed prompts 2/10/00 All reports now allow extended selection by Category 1 30/03/00 by putting a 'next' code on the category line 30/03/00 8SCP02C2 Under/Over-stocked report Restore 'Overstocked' options 30/05/02 8SCP02C3 Stock availability / valuation report Don't print GP% at end of line 28/02/10 Too many lines / page when printing on Lineflo 28/02/10 'Old' stock now excludes recently added items 1/09/08 Allow for Valuation Basis: On Hand + Rec'd 1/07/08 Export facility added 19/11/07 Mark 'old' stock as 'discontinued' Format INAC 23/01/06 Can print Current; Old or normal valuation 23/07/02 8SCP02C7 Stock valuation - Curr; Old; Total New report for CTS 23/07/02 8SCP02D6 Stock Performance Report Explanation for Paul - REVIEW. 8/05/00 8SCP02D8 Stock Turn report Add filed showing avg. stock holding - PL @ TL 8/05/00 Product Code-Description-Units-Stock Turn 23/03/00 NEW report 23/03/00 8SCP02DD 12-months demand - landscape compressed Based on D4 but with smaller fields for landscape. 10/06/05 8SCP02E1 Stock File Export Review 'customer price' field 4/09/06 8SCP02E2 Bin code Export Add 're-code to' for product re-coding labels 27/05/04 8SCP02E5 Stock File Export for plumbers Updated for new Plumbers' price book module 8SCL11C2 6/10/03 Option to export Customer's price 31/07/03 8SCP02E6 Export Customer Price List Version for TA (instead of Quoting) 10/10/00 Category added 7/08/00 New comma delimited stock export as follows: 29/03/00 Prod. / Desc. / Price 'n' / Cust. Buy Price / Category 29/03/00 8SCP02E7 Price/Cost Export to spreadsheet 'Aged' cost and flag included (8SCL05AC; 8SCX41X7) 19/07/06 Export all items with 'bottom-line' pricing 18/08/05 Exports all prices and Costs from SCM/SCX 21/08/00 Code. Sell Price 1 - 5. Last. DESC. Avg. Std. 22/06/00 See 8SCX41X7 for Import 22/06/00 8SCP02E8 Aged cost Export for re-valuation 1 extra field a end using 'Price No.' 16/08/00 8SCP02E9 'Demand' Export to spreadsheet Add column for 'Reorder Point' 17/05/08 8SCP02EC Product File Export - Product re-coding Add headings and Cat./Sales code columns 23/06/05 8SCP02ED Export Customer Price List: Bottom Line exceptions To check Plumbers' exports 1/11/09 8SCP02EE Product File Export for e-formation .CSV: Code; Desc; Price; Discount Code 1/06/07 8SCP02EH Product file Export matching ~F5 dump lines 1 & 2 New export for HP 29/01/02 Export to a '.csv' file (e.g. SCM.CSV) 29/01/02 Set 'print line' flags as for ~F5 29/01/02 8SCP02EJ Export for Customer Product codes New for establishing Customers' Product code file. 18/09/01 (SCJ). Exports any existing codes for Maint. 18/09/01 8SCP02EK Export Toolkit programs from Cogito stock file Export Category 2 for sub-sets 17/12/07 Prepare file in spreadsheet and import in 8SYX41TK 28/07/03 8SCP02EM Full Product file Export New - see 8SCM.FDD for definition 30/04/01 8SCP02EN Export Customer Price List - Nimbus 'Headings' added for spreadsheet export 26/02/08 16/12/03 - Change output for Nimbus: 31/03/04 Remove all Quotes (true comma delimited) 31/03/04 From ~E6 - has 'Units' and Cat 2&3 combined 16/11/03 8SCP02EO Export Supplier/Customer Product data To build a spreadsheet for entering Supplier 9/12/08 To build a spreadsheet for entering Supplier 1/11/08 Add 'delete' flag and Last Cost 1/09/08 Output changes to match 8SCP03EO and 8SCX42XO 4/04/06 8SCP02EP Product File Export - Valuation Product export prog - *.csv - HILTI 13/04/00 8SCP02EQ Export to QuickBooks (for plumbers) Adjust for new release of QuickBooks Pro 2006/07 16/06/08 New export layout for Quickbooks upgrade. 1/02/07 Price / Cost restricted to 2 decimal places. 1/02/07 characters: e.g. CHISEL 9' changed to CHISEL 9' 1/02/07 8SCP02ES Stock File Export - HILTI Stock export prog - *.csv - HILTI 13/04/00 8SCP02ET Product Descriptions and Text export. New export - use 8SCX41ET to re-load changes 1/10/08 Now changes '=' in description to '~' for Excel fault 1/10/08 New program for Nandi; Based on C3 11/01/02 8SCP02EX Full Stock file (SCX) Export New - see 8SCX.FDD for definition 30/04/01 8SCP02F1 Stock File Dump Now prints 'Main' supplier 27/04/00 8SCP02F3 Print 'replaced-by/replaces' only New report layout to identify re-coded items. 1/06/06 Flag to show that Replaced-by (re-code to) exists 27/05/04 8SCP02F5 Stock File Dump - 5-line version of F1 More 'alternate units' info 1/04/09 If 'All' stock selected (set 1); SCX costs are printed 2/07/02 Prints SCX Status & Branch if stock selected 30/04/02 This version allows 5 lines: 23/01/02 1: Categories; Desc; Sales code etc. 23/01/02 2: Flags; units etc. 23/01/02 3: Prices; Costs etc. 23/01/02 4: Alternate codes 23/01/02 5: 'unusual' items 23/01/02 8SCP02KV Stock Valuation Summary EXPORT New program for valuation summary .CSV 8/03/10 Can be automated with Scheduler 8/03/10 8SCP02L1 3-up Stocktake Labels - TL Allow for 'top margin' and 'labels DOWN page' 1/11/07 8SCP02L7 Product labels - CTS Check the encoded 'date' field 1/06/09 a bottom line of 'Price 1'. 1/06/09 Option for automatic re-run 21/03/08 Change prompt re labels to mean 'labels per item On 12/02/06 hand' e.g. 2 per item in stock 12/02/06 Match new SOP04L2 label; Allow entry of label text. 13/05/04 Can print Logo from Setup 8SCL29C0 s.1. 13/05/04 Allow for 'Label type' on SCM 13/05/04 Re-format to match SOP01L2 19/04/04 Implementation changes 31/07/03 For 'receipting' - 'logo' date; qty (opt); stock code 17/12/01 8SCP02P1 Price List - basic Option to list only 'net price' items 1/06/09 i.e. where 'bottom line' is price 1 1/06/09 Option 'S' to print Price 1 GST incl/excl only 28/02/09 Option to select products where the Std Cost is NOT 1/06/08 lower than the selling prices or where Std Cost 1/06/08 is lower than Avg. or Last. 1/06/08 Re-instate for single column report option N/c 1/06/08 Can print Price; Cost; Variance % 19/07/06 Headings vary according to Price/Cost selections 19/07/06 Report all items with 'bottom-line' pricing 18/08/05 8SCP02P3 Price List - P1 with PLU Print Cat 2 & 3 - ZC 8/10/03 8SCP02P4 Personalised Price List - Plumbers Allow price code in discount matrix 23/11/08 Allow for 'test' type account to print price book 1/06/08 of page 2 with a split description - will fix. 1/06/08 Fix layout and compression 1/03/08 Prints Personalised Header (for Customer Price Book) 9/05/05 and shows Units; Print as 12 cpi 9/05/05 8SCP02P6 Price / Cost comparisons Initially to report Aged cost > Average 19/07/06 8SCP02P7 Full Price/Cost Report Shows all prices and costs 1/06/08 8SCP02R2 Re-order - level 2 Sub-total 'reorder level' (optimum stock) 19/03/09 Write the selected supplier to the Order file 12/12/05 (not the 'main' supplier) 12/12/05 12/12 Return Export file ID to SCL05 12/12/05 'Free' stock now includes 'receipted' only once 12/08/02 Auto return to SOL05 after report 3/05/02 Flag re-order qty's changed by EOQ 15/03/02 25/03/02 - kk - Optional 12-mth sales line 29/01/02 Can produce ccSCKORG P/order 'Key' file 24/01/02 Now allows usage in Weeks - see 8SCL28C2 15/09/99 Changed to print 'Free' (not Avail) 27/08/99 8SCP02R3 Re-order - level 2 - Available (not Free Stock) TL for TL with Branch/Avail instead of Bin/Free 12/07/00 See 8SCP02R7 re headings. 5/05/00 8SCP02R4 Stock Re-order Report - CTS Show total value on reports 1/12/08 Highlight 'not for re-order' lines 1/07/08 8SCP02R7 Re-order - level 2 - Wide version of R2 Can produce ccSCKORG P/order 'Key' file 24/01/02 New headings showing short/long demand 5/05/00 Remove option to show items which WOULD have 5/05/00 been re-ordered but are already on order. 5/05/00 NEW 'wide' version of C2 - prints Bin if selected. 15/09/99 Note: Put 'N' in 'page' column to suppress sub-tots. 15/09/99 8SCP02RX 'Manual' re-order report for ZC (Neil) Cut-down report for Manual re-ordering. 23/08/04 8SCP02RY L-II Re-order with blank columns for ZC Columns removed for easier reading 27/02/04 Wide version of RZ 15/09/99 8SCP02T1 Stocktake forms (same as STP02C1) New Stocktake reports (and landscape drivers) 1/02/07 New for VR 15/06/06 Option to print 'Available' for ALL items or only 29/05/06 for the products with available stock. 29/05/06 Any character in 'Print line 3' will cause the 29/05/06 program to print 'available'. 29/05/06 8SCP02T2 Stocktake forms (HM) Allow page break after 'n' characters of bin code 11/09/07 now applies to any data in hierarchy 1 or 2. 11/09/07 Print Bin Code (for ZC) 27/02/04 To print 'on hand'; select 'Print line 2' in setup 27/02/04 NEW report - replaces 8SCP14T2. 22/03/00 8SCP02T3 Stocktake forms (same as SCP14S1) New layout (for Ben) 8/03/10 Report Layout revised. 1/02/10 8SCP02X1 Product file Export for FCx. Status translated as per Pronto definition 13/02/02 Description split on word boundary where possible 13/02/02 Output: stock-mast.csv 13/02/02 8SCP02X2 Product Price File export for FCx / Pronto Output file to stock-prc.csv 19/02/02 8SCP02X3 Stock (SCX) Export for FCx. / Pronto Output stock-whs.csv 19/02/02 8SCP02XE Customer Price List export - e-formation .CSV: cust; prod; start; end; price 1/06/07 8SCP02XH Product file Export for HP / BoltPak As ~EM but excluding fields not req'd by HP 30/05/02 8SCP02XI Stock file (SCX) Export for HP / BoltPak As EX but excluding fields not req'd by HP 30/05/02 8SCP02XM Product/Stock Export for WE / MasterTrade New - One-off 18/10/02 8SCP03C1 Print Suppliers' Product lists Add 'duplicate key' indicator to show cases where 1/02/07 New 1/04/06 New: Report by 'our' product code; or by 23/01/06 Supplier Account and HIS Product Code 23/01/06 8SCP03EO Export Suppliers' Product lists New: Use 8SCX42XS to re-load from spreadsheet 1/04/06 8SCP04C1 Print Product Re-code file Also show 'existing' re-code items 5/10/05 8SCP04C2 Suppliers' Products report NEW: To list SCJ by any key. 12/02/06 8SCP08 Aging Stock Valuation report - TL New Operating screens; 19/08/00 Screens redesigned; Parameters stored 19/08/00 Allow selection bay category range when using SCX 9/08/00 Changed to allow reporting of a selected Age Range 30/06/00 Add Demand YTD and LYTD - daz 31/05/00 Option to add all branches per product 31/05/00 Add Average cost and Valuation at avg. 31/05/00 Exclude all 'Q' adjustments 8/05/00 8SCP08C2 Aging Stock Valuation report Select above/below a value - e.g. < 1 = written off 1/10/07 Default to 'Cost from Transactions' 19/07/06 Option to update SCX with re-calculated Avg. Costs. 19/07/06 New feature: If 'Old Stock' feature is on; the option 23/07/02 to update SCX updates the Old Qty and WRITTEN-DOWN cost 23/07/02 8SCP08C3 Aging Stock Valuation report with 'future' option Some thoughts on creating another branch for 6/11/01 8SCP08C4 Aging Stock Valuation - without Aging columns Option to print Avg. and 'aged' costs 19/07/06 Update SCX with Aged cost 19/07/06 Allow Historical valuation (using the Transaction 31/01/06 file's On Hand at the specified date) 31/01/06 Default to last EOM date and 12 months as 31/01/06 New for TS: Reduced version of C2 25/08/05 8SCP08C5 Stock Valuation - detailed version of C4 New version of TS 1/11/07 8SCP12C2 Price Books Allow for 2 sub-headings. 31/07/03 8SCP14C2 Print Stocktake Forms Fix report headings 11/06/04 8SCP14S1 Print Stock Take Forms Don't print 2nd part of desc. id double-spaced. 29/08/00 8SCP25 Stock Valuation Report 03/04/05 Reduce operator input options 12/02/06 Summary report descriptions modified 12/02/06 20/03/05 Revised sub-totals and headings: 23/03/05 New 'current' valuation 13/05/04 Y2K version for Jilly's 45th! 9/03/00 8SCP25W Stock Valuation Report- Aged Original version - 8SCP25 is now 'un-aged'. 13/05/04 8SCP25WL Stock Valuation Report- Aged - Last cost As W but with Last Cost - NOT IMPLEMENTED cf ISCP08C4 25/08/05 8SCQ01-A Stock Inquiry - Notes: All versions Major revision: 30/04/10 Drill-down to access history files 30/04/10 Option to suppress Alternate Supplier info 19/03/09 Show 'not for re-order' product in colour 1/07/08 Show alternate suppliers on Purchases screen (F8); 1/01/08 but hide overseas account codes; if required. 1/01/08 Facility to suppress the display of selected (o/seas) 1/10/06 suppliers' account codes. 1/10/06 Option NOT to show the Bin Code 1/10/06 Running 'on hand' removed from Trans screen 25/07/05 and local branch stock shown. 25/07/05 Rel 8.8 SCX replacing SCJ 24/05/04 Show Special Disc. flag and Items per Label 13/05/04 Convert all 'codes' entered to upper case. 13/11/03 Default to Terminal's Branch code if present 3/10/01 'Zoom' option for Invoice/Order details 18/04/01 Display corrected 'Price Change' date 11/10/00 Will treat Bar Code as an alternate product code 20/06/00 if the Bar Code control is absent. 20/06/00 Display demand month table correctly for users who 22/02/00 roll 'early' - see SCL08 22/02/00 8SCQ01C2 Stock Inquiry Standard Option to suppress costs per Terminal 31/01/06 Now shows up to 3 Suppliers and their Product Codes 13/05/04 Shows 'Old' stock (if feature enabled) 23/07/02 F2 option to hide costs 23/07/02 New 'F8' screen layout; 'Avg. Accum Qty' removed. 2/02/01 Show 'n/s' in 'Aged' if never stocked. 19/08/00 Non-stock display fixed 2/12/99 8SCQ01C3 Stock Inquiry without costs Copy C2 screens but suppress all cost displays 10/09/03 Shows only sell price 1 3/07/02 8SCQ01C7 Stock Inquiry - Full New for release 8.81 12/10/04 8SCQ05-A Stock 'Plucker' - Notes Allow security level on Product notes and texts 1/08/08 Product text will now display in the plucker when 22/05/08 it has a 'Q' or '*' for query purposes 22/05/08 Option to display product text per user / rep 1/01/08 Enhances handling for screen colours 17/12/07 Display Bin Codes (if present) 31/01/06 Shows 'main' supplier when run from Supp Prod maint 16/11/03 Shows 'replaced-by' for discontinued items 24/09/01 Only display 'X' status ( discontinued ) items 25/05/01 where they also have a ' New Code '. 25/05/01 Only show 'Replaced-by' if item is discontinued. 29/03/00 8SCQ05B Product 'Plucker' 'Full-screen' 17-line - 44-Char descri Stop cursor on last line (SJ) 9/04/08 8SCQ05F Product 'Plucker' 17-line - Code; Short desc; Desc. - TS Show prices up to 99;999.99 1/05/08 Show additional text lines 1/01/08 Show 2nd description line 1/01/08 DO show discontinued lines - 'TS' only 12/09/01 Stock to show up to 2 places after the decimal point. 8/11/99 8SCQ05I Product Plucker for Plumbers' Price Book New for 8SCL11 - shows Short Desc; Desc; Price 6/10/03 8SCQ06B Stock Trans 'Plucker' Will start at the product passed if called 19/09/03 when raising a Credit. 19/09/03 8SCQ07B Stock SCX 'Plucker' Include new Customer Product Code lookup 9/12/08 Mod. to allow for Customers' Product code lookup 1/11/08 Enhanced for interface from 8SCL01P2; and for use 31/03/07 with new 8SCL20C2 Supp/Prod maint. 31/03/07 'Stand-alone' inquiry display added 31/03/07 Enhanced for interface from 8SCL01P2; and for use 1/02/07 with new 8SCL20C1 Supp/Prod maint. 1/02/07 'Stand-alone' inquiry display added 1/02/07 Fix 'page up' at startup 5/03/04 8SCQ08B Supplier/Customer Product code Plucker (SCJ) Add F-keys for lookup methods: 12/02/06 Retain '1st' key - i.e. Supp. or Product 12/02/06 Allow lookup by alternate keys 13/05/04 Used in 8INL01vv and 8SCL28C2 18/09/01 8SCQ18A Stock Work file (SCW;SCS) Plucker New for SCL18A 26/07/01 8SCQ48C2 Cust. / Supp product file lookup New for TS Supp Orders 31/03/04 8SCQ49B Cust. / Supp product file lookup If run from menu; allows 'quick' change of Qty. 17/12/01 (for changing no of labels per prod for SCP02L7 17/12/01 8SCQ49R2 P/order Key file (SCKORG) Plucker / Maint Allow qty change (Shane) 29/05/06 8SCX01C Export/Import SCCbb Further option to Copy counts 17/03/00 Option to Add counts 7/03/00 8SCX01M SCM Import / export Option to report/export only items NOT found on the 31/07/03 'main' file. 31/07/03 Option to merge description if blank on 'to' file. 30/01/01 8SCX01MP Restore selected price(s) from a backup file Add option to recover pricing from the 'oldcode' 5/10/05 item on the current SCM (after re-coding) 5/10/05 New for ZH 16/11/03 8SCX01T SCT Import / export Can now be used to change Branch Code 1/01/08 Now processes 'backwards' to allow option to retain 16/11/03 'n' records (e.g. Sales on the 'reps' SCT) 16/11/03 Option to change Branch Code. 6/11/01 Allow change of date on merge to import final 29/08/00 confirmations and costings BEFORE stock count. 29/08/00 8SCX01TA Build SCP for Aging NEW - uses same criteria as SCL06 6/11/01 8SCX01X SCX Import / export Option to change Branch Code. 6/11/01 8SCX01XC Merge SCX costs. Get any cost changes (Last; Avg.) from the 'final' 2/09/99 'TL' file and update the 'new FC' file (and SCM) 2/09/99 8SCX01XS Copy On Hand from another SCX Category range and 'issues'. 19/03/09 Mods to 'alias' processing 19/03/09 For ZH after running 8SCL05OH 9/05/05 To be run before 8SCX05ST to re-calculate 'On Hand' 9/05/05 8SCX03BC Re-allocate Bar Codes or PLU's re-number existing bar codes 29/06/10 Minor enhancements to all above 1/06/10 re-number existing bar codes 1/05/10 New to re-set PLU numbers 31/03/07 8SCX03NS Get Non-stock costs from INT - OL For non-stock lines in SCT with 0 cost; the cost 29/01/02 is read from the original invoice on INT 29/01/02 8SCX03RA Re-code Alternate Products on SCM To be run after product re-coding (8SCL04S) 5/10/05 8SCX03SP Build SCJ Supplier Product file from SCX. To allow lookup by Supplier's product code. 13/05/04 8SCX06-- SCM Toolkit Programms Allow selection by report code 1/02/08 Generic change to all SCM toolkit progs. to allow 31/03/07 selection by 'PLU' or 'Bar Code' range 31/03/07 'Print' option added to all toolkits 31/03/07 8SCX06AL Print Products with invalid Alternate codes Don't check 'replaced-by' fields 10/11/04 Show if Alt 1;2;3 or Replaced by is invalid 23/07/02 Prompt fixed 23/07/02 8SCX06AM For 're-code' items; move Alt 1 to Alt 2 Change headings 23/03/05 In preparation for re-code where the 'old' products 10/11/04 are to be retained; but already have 'stuff' in the 10/11/04 'alternate-1' field - CTS only 10/11/04 8SCX06AR Alternate Code 1 from 'Re-code to' (new code) Esp. for Discontinued lines when re-coding products 27/05/04 Replaces 'old' method and reserves 'replace-by' 27/05/04 for re-coding (see SCL04) 27/05/04 8SCX06AS Add Suppl to list of 'alt' suppls (unless main or alread Option to clear all alternate suppliers 19/03/09 8SCX06C3 Change Product Category 3 Fix for Category 3 15/08/01 8SCX06CL Convert Descriptiond to Lower case Optionally include 2nd 'description' line 1/02/08 8SCX06DF Set Special Disc./Price suppression flag. Set to space on all items 13/05/04 Set to 'N' in Maint. on individual items as req'd in 13/05/04 8SCX06L1 Set Item Label code New for TS label printing from Receipting. 31/03/04 8SCX06MS Copy Markup Code from Sales Code New for Neil (ZC) 1/07/02 8SCX06OC Clear 'old code' (replaces) before stock re-coding. Not compulsory; but best done before 1st run of new 27/05/04 product re-coding system. 27/05/04 8SCX06PC Product Category Changes Allow selection by 'PLU' OR 'Bar Code' 31/03/07 8SCX06PD Fix Price Date (y2k) Fix price date from rel 8.5 upgrade 11/10/00 8SCX06PX Change Category codes using Control File New program using the 'new code' field on the 31/03/07 control file's Category records. 31/03/07 See Stock Settings (8SCL29C0); Subj. 3 31/03/07 8SCX06RC Set Reporting codes For selective Sales and Stock reporting. 25/08/05 8SCX06RP Replaced By from Product Code Allow selection by Status code. 12/09/01 Done so that 'X' status products will show in 12/09/01 pluckers for CTS 12/09/01 8SCX06SC Set Status to X if prod ends with * - CTS To prevent sale of '*' items 2/04/02 8SCX06SK Change S/A Level for Rel 8.56 update (8INL03) If flag is ' '; it is set to 'Z' (don't analyse) 31/10/01 If flag is 'P'; it is set to ' ' (analyse all) 31/10/01 New - cf Order and Help in 8DTL29C0 SA sets (Subj 18) 20/08/01 8SCX06SN Flag cat 2 if item ends with * but has a 'reorder level' To prepare for Status Code change for '*' items 11/01/08 8SCX06SV Flag cat 2 if item ends with * but has a 'reorder level' For products with no 'main supplier' code; 22/05/04 use the last (most recent) purchase UNLESS to 22/05/04 2 previous purchases are from another supplier AND 22/05/04 the most recent of those is less than a year before 22/05/04 the most recent purchase. 22/05/04 8SCX06T2 Product Category 2 from Program Type for Toolkit menus 29/11/03 8SCX06ZD Build Short Description from PLU - ZC New for Plumbers' Price Book 6/10/03 8SCX07 Split extended desc. to Text records - special for CTS New release - ex Order 20805 15/04/02 Review - ex Order 20805 2/04/02 8SCX08 Delete ranges from SCM/SCX/SCT or set SCM to obsolete Add option to set SCM status (to cancelled) if all 30/05/02 branch recs cancelled 30/05/02 Now delete SCT records based on SCX selections 6/09/01 8SCX14PH Generates SCX Purchase History from SCP (after re-code) Finish (ex Order 21237) 1/06/06 For items merged by re-code 15/12/05 8SCX16DP Delete Duplicate SCT records Now prints report of deleted duplicates 10/07/00 8SCX16DT 'Re-date' transactions (copy and delete) Allow selection by Run No. / Trans Date 1/10/06 8SCX16DU Delete Dup. transactions & fix stock New program to fix duplicates 1/12/08 8SCX16DX Delete Dup. Xfers & fix stock New toolkit for HP; EG 12/07/01 8SCX16XB Move all stock from a nominated location to another To fix problem where some 'old' orders were costed into 1/04/08 the old 'blank' branch; instead of using branch 'WH'. 1/04/08 8SCX22 Create 'new' branch stocks from SCM with optional data f Update for rel 8.xx 5/10/09 8SCX23 Supplier Account re-coding: Supplier Product records To allow a supplier's account code to be changed and 1/04/08 to convert all his 'crossovers'. 1/04/08 8SCX26B1 Change Bin 1 code Assigns Bin Codes to product ranges: 2/06/10 Allow selection by sales code / main supplier 2/06/10 Use 'Print Only' (F5) to print products 18/12/00 with 'From Bin 1 ' (can be spaces or * etc). 18/12/00 Be careful to use F5!! 18/12/00 8SCX26BC Report products with more than 2 bin codes New report for TL (Ken W) 26/09/02 8SCX26BM 'Left-align' bin codes Ensures that bin codes start from posn. 1. 20/11/00 8SCX26BN Bin codes Now includes a report 31/03/07 Can clear all bins - Change '*' to ' ' - OL 13/12/99 8SCX26BS Change Bin 1 code - Stocked lines only NEW: Updates only 'stocked' items 31/03/07 8SCX26CL Convert product text to Lower case New program for Product file conversion 1/02/08 8SCX26OC Set 'xeno-products (scxp) 'owner code' To find supplier's product codes 9/01/09 To find supplier's product codes 1/11/08 8SCX26OT Set 'xeno-products (scxp) 'owner type' To ensure that all Supplier Products can be found 1/11/08 8SCX26PD Remove Supplier Discounts Review and test. 2/08/06 8SCX26PU Clear Units & Origin on SCXP records - Page Breaks Clear errors from earlier release. 29/10/99 8SCX26SA Alternate Suppliers (from 'Supplier Product' records) New program to record 'alternate' supplier's product 28/01/09 code before a purchase is made (for Ordering) 28/01/09 8SCX26SD Delete Supplier Product records (SCXP) from SCX Optional Report of deleted records 14/07/00 8SCX26SU Main Supplier - from Purchase History Update Alternate Suppliers on the Product record (SCM) 11/10/04 For products with no 'main supplier' code; 24/05/04 use the last (most recent) purchase UNLESS to 24/05/04 2 previous purchases are from another supplier AND 24/05/04 the most recent of those is less than a year before 24/05/04 the most recent purchase. 24/05/04 8SCX26TF Controls for Extra Text Flags in SCM To stop text from printing on Purch. Orders 8/03/08 Can now set all 4 text flags 7/08/00 8SCX26UC Print SCX records with Avail. and no Avg. cost New report 20/12/00 8SCX41CC Update SCM with Categories 2 & 3 from spreadsheet. New for Plumbers' Price Book 6/10/03 8SCX41E1 Import 3rd party Product File - Merge Plumbers Export fi Update Avg. and Std costs 25/08/05 Allow Merge on schedule 25/08/99 8SCX41H1 Build/Update SCM/SCX from spreadsheet This version esp for Shoes 31/07/03 8SCX41X1 Update Prices from Cogito Price Update spreadsheet New program to update prices from a spreadsheet. 28/01/09 8SCX41X5 Load Plumbers' Price Book file New release to allow importing from MicroFocus 1/07/10 (Rel 8.x) to AcuCobol installations (Rel 9.x) 1/07/10 8SCX41X6 Import Price 1 Changes (see 8SCP02E6) also update 'price date' if changing price. 31/10/00 8SCX41X7 Import Price / Cost Changes from spreadsheet (see 8SCP02 'Bottom-line' pricing added 18/08/05 Options to update Prices/Costs; SCM; SCX 21/08/00 See 8SCP02E7 'ccSCMP.CSV for Excel (*.txt for Quattro) 22/06/00 8SCX41XC Load Cat/Sales Code from spreadsheet for re-coded produc Uses 'new' product code - run AFTER re-code 18/08/05 8SCX41XR Load Product Re-coding from spreadsheet (8SCP02EC) New layout allowing for Cat / SA code changes 18/08/05 8SCX42X1 Update Supplier Product data from a Price Update spreads New feature for Pricing / Crossover updating 28/01/09 8SCX42X2 Import Bin Codes from Spreadsheet (see 8SCP02E2) Doesn't replace 'blank' input codes. 20/11/00 8SCX42X9 Import Re-order Point from Spreadsheet (see 8SCP02E9) New version to set re-order levels 17/05/08 8SCX42XA Import Bin Codes from Spreadsheet - TA. (see 8SCP02E2) Special version to fix mis-coded bins: 20/11/00 Converts: 'an ' to 'a0n '; 'anc ' to 'a0nc' 20/11/00 8SCX42XO Import Supplier Product data ex S/sheet / SCP02EO;SCP03E Customer Product Code option added 9/12/08 For loading Supplier/Customer product codes 1/11/08 Add 'delete' flag and Last Cost 1/09/08 New for DFW (also for TS) 4/04/06 8SCX44C1 Build SCK re-code file from Spreadsheet ex 8SCP02EC Option to create new SCK or merge. 28/11/05 8SCX44C3 Build SCK key file x Spreadsheet for Label printing This was actually done with Order 21072 28/11/05 8SCX45N1 Pre-process supplier's Price Update spreadsheet (Narva) New program to 'pre-process' price updates from Narva 28/01/09 8SCX48EJ Customers' Product codes import (to SCJ) Updates Customers' Product Code file (SCJ) 18/09/01 Input file ccSCJ.CSV from 8SCP08EJ 18/09/01 8SCX88M Expand SCM to rel 8.8. format. Now includes 8SCX0687 re Spec. disc flag and 9/05/05 moves 'replaced-by' to Alt. 1 9/05/05 Calls from 8UGX88M 11/10/04 8SCX88X Convert Stock File (SCX) rel. 8.0 to rel. 8.8 Rel 8.8 conversion (see 8SC.DEV for development notes) 24/05/04 8SI ========= PL INTEGRATION ===== 8SIL22M Integration - Creditors data to Private Ledger Pass invoice total value (incl GST) to PL transaction 31/01/06 to allow GST audit. 31/01/06 1. No Header - update reports error; not printed on 31/07/03 update report; not appear on CR a/c or in GL 31/07/03 2. No Detail - no error reported on update; not printed 31/07/03 on update report; CR a/c updated; GL not updated 31/07/03 No Trailer - error reported but on the NEXT invoice 31/07/03 and detail line appears in NEXT inv on inv Lookup; 31/07/03 updates and is reported on update; not update to CR a/c 31/07/03 updates to GL a/cs as normal. 31/07/03 Now gives error for missing Details 25/09/01 Allows 10-digit PL A/c codes 13/09/01 Error if nothing to process. 13/09/01 Passes CR run no. to PL as Batch No. 18/07/01 i.e. no longer uses 'Last PL batch No.' in PL setups. 18/07/01 (PLL29C0 subj 10 'Creditors Integration') 18/07/01 Detect missing Header and skip 10/07/01 8SIL24M Integration - Sales (invoicing) to Private Ledger New Rel 8.55 version with PL account 'code-builder' 7/08/00 8SIL25M Process ccPLS to PL (see SOL03; SIL24M; ~28M2) 'Split-to' option 18/04/01 8SIL28M2 Import Spreadsheet to PLS for processing in SIL25 Requires an extra field to force last comma (Excel) 18/04/01 New screen; Will do Split-to) (GST) on each line. 18/04/01 8SM ========= SALES & MARKETING ========= 8SML04 Sales Record Maintenance Allow clearing of whole database for a 1/03/10 specified period range. 1/03/10 Generate sort file by Quantity 1/04/07 Option to build 'Top/Bottom' sets 31/10/00 Can now build a new set from fields not in key 2/04/00 e.g. category; cat-2; area - see 8SML09W2 2/04/00 Allow scheduler 11/01/00 Can generate temporary sets for reports 11/01/00 Excludes Budget Records when Clearing 3/11/99 8SML08 Sales/Marketing Roll Roll Budget file (if present) in period 12 (TL) 17/12/01 8SML09W2 Sales Analysis File Maint. - Value; Qty; GP; Disc (R.8.2 Now allows SMM plucker (8SMQ05B) 28/03/01 Now shows other data fields 2/04/00 8SML10M1 Sales/Marketing Budget maint. - month F6 re-spread feature implemented. 21/03/00 8SML40 Recreate SMM from INT / INH Allow use of 'Invoiced' cost and adjust 'alternate 29/07/10 Allow for retrospective re-costing at average 1/03/10 from a given period: Needs finishing and testing 1/03/10 Changes to allow 'split' sales analysis as per INL03 1/09/09 Mods to 'alias' processing 19/03/09 Updates 'M' set's Qty field with no. of Documents 12/08/06 (for use in new Reps' Performance report (8INP01S1) 12/08/06 Allow re-calculation of cost/GP esp. when 31/10/05 changing to a 'user-defined' cost basis 31/10/05 Option to generate 1 nominated SA set. 25/08/05 F6 now allows change of parameters 19/04/04 Now reports Product no longer on SCM 26/11/01 New rules on SMM update re S/a level on SCM: 9/11/01 using 'Z' to suppress Freight - cf 21026 09/11/01 9/11/01 Generate defaults when Cust. not on DTM 17/10/01 Allow re-coding of Account type 17/10/01 Retain settings when changing a schedule 2/03/01 Offer Branch Code for manual run. 26/02/01 to get Salesman code preference (DTM or INT). 26/02/01 New release for re-coding Cust Codes on INT. 5/02/01 S/man analysis as per 8INL03 20/04/00 Does NOT generate 'Report-only' sets 17/03/00 Allow re-coding of Sales Area (and other fields) 24/01/00 using Master (DTM/SCM) OR 'change-to' from SYM. 24/01/00 Fix Sales Kit analysis 3/11/99 8SML41 Update SMM from CRP x Supplier Uses the Sales Periods (SMDTccyymmdd) to update 12/04/07 suppliers' invoices and credits from CRP (or CRP01 etc) 12/04/07 8SMP01 Sales Analysis Report Selector - Release 8.1 to 8.4 New option to report ALL lines (esp for spreadsheets) 7/09/09 Add GP percentages to reporting options (s20) 1/01/08 Option to select 'Top/Bottom' by Quantity. 1/04/07 New Sales Analysis features: 25/08/05 Ability to pre-set ranges (levels 1&2) per report 25/08/05 Selection by Report Codes 25/08/05 Selection by Report Codes (Cust and Prod) 25/08/05 Now allows report with Prompt Payment deducted 19/05/05 Option to print only lines with current Period; 25/09/02 this Year (MAT; YTD) values; else prints if any value 25/09/02 this year or last year. 25/09/02 Allow selection of Top/Bottom performers 31/10/00 Allow to generate a set 11/01/00 8SMP02-- Sales Reports - All Versions Allow use of 'report code' in 'top/bottom' reports 1/11/08 Option to select 'Top/Bottom' by Quantity for 1/04/07 any report by 'Item' (Product) 1/04/07 Option to print Qty added. 1/04/07 Selection by Report Codes 25/08/05 Now allows report with Prompt Payment deducted 19/05/05 Force compressed print on all 'wide' reports 23/08/04 All allow selective printing of lines with 25/09/02 values in current Period; Year or this/last year 25/09/02 See Order 20969 25/09/01 All reports re-compiled for Category 3 15/08/01 Improved page-break handling 27/04/01 Can now print 'historical' reports 27/04/01 All reports re-compiled to allow the 1st record in any 27/03/01 set to be an 'un-matched' Budget record. 27/03/01 8SMP02-A Sales Reports - Notes All reports can now print Top/Bottom selections 31/10/00 Build 'temporary' sets for reporting only 14/04/00 Allow for 'generated' reports 17/03/00 8SMP02C2 Sales Report - MAT - GP and Target ~C2 & ~Y2 widened to give 16-char Product code 27/04/01 8SMP02C3 12-months Sales / GP / Qty / Cost report Last/prev 12-mth qty fixed 28/02/10 Fix order of printing - quantities 19/03/09 Add GP percentages to reporting options (s20) 1/01/08 New feature - for analysis of sales per supplier 4/08/06 at cost - i.e. Purchase Analysis 4/08/06 8SMP02C4 Sales Report - MAT - GP Comparisons - FN Force compressed print. 23/08/04 8SMP02D5 Sales Report - Product-based Stock report with Cost; Sales and GP%¯ 25/08/05 Current period; MAT: with 16-ch code for Stock 25/08/05 8SMP02G1 Sales Report - GP-based Sales / Target EXPORT NEW Sales export for graph 12-month version 14/04/00 8SMP02G3 EXPORT: 12-months Sales / GP / Qty / Cost Add GP percentages to reporting options (s20) 1/01/08 New export of Sales; GP; Qty or Costs 1/05/07 with 16-char 'code' for product exports 1/05/07 8SMP02G4 Sales Report - 7-year export: Sales/GP/Cost/Qty Spreadsheet Headings added 7/09/09 Spreadsheet Headings added 1/08/09 Contribution ratio added 28/01/09 8SMP02G5 EXPORT: 12-months Sales + GP - 2 lines New export with both Sales Values (excl GST) 13/07/10 and Gross Profit value - on 2 lines 13/07/10 8SMP02G8 EXPORT: 36 months Sales / GP / Qty / Cost New spreadsheet export 1/10/08 8SMP02GC EXPORT: 12-months Sales / GP / Qty / Cost Now allows up to 4 levels. 30/04/10 If a data set includes 'Customer (C)'; the customer's 30/04/10 Customer Type added 30/04/10 New export (up to 3 levels) with codes at the 1/03/10 beginning of each row (for spreadsheet sorting). 1/03/10 8SMQ056B EXPORT: 36 months Sales / GP / Qty / Cost New SMM plucker for 8SML09vv 28/03/01 8SMQ05B Sales Master (SMM) Plucker New SMM plucker for 8SML09vv 28/03/01 8SMX05 Re-code update data on SMM New program 2/04/00 8SMX06AT Update SMM Account Type from Customer record. New toolkit for TL 18/06/01 8SO ========= SUPPLIER ORDERS ========= New export for Supp. Product coding: 31/03/04 Product and 1st part of desc. (supp; prod.) 31/03/04 8SOL01-- Purchase Order processing - Notes Add further checks to Purchasing to allow ordering 1/03/07 only from designated suppliers per operator. 1/03/07 Change 'Duplicate Order' message from a Earning 12/08/06 to an 'Error': i.e. now not allowed. 12/08/06 Force operator action on Ordering Text 1/08/06 When fixing; set cursor to 'next' line. 19/07/06 When fixing; set cursor to 'next' line. 1/06/06 All versions return status to SOL05 Order Generation 29/05/06 Warn if the entered Order No has already been used. 12/02/06 Print 2 lines of product description (if req'd) 19/05/05 Buyers' Budgets: Keeps track of Order values for 12/10/04 each buyer for the next 6 months based on the 12/10/04 due date of Orders as they are entered. 12/10/04 When ordering a product with status 'Buy-in'; the 26/08/04 operator must enter the Invoice/Quote/Cus.Order no. 26/08/04 carrying the buy-in product. The Invoice will be 26/08/04 marked with the Order No. for later processing. 26/08/04 The Order carries the reference (Quote; P/slip) 26/08/04 for the Buy-in line. 26/08/04 Option to re-print showing 'our' product code ~O4 13/05/04 Further option to re-print the 'original' order 13/05/04 Force re-print if costed/extended flag changed 31/03/04 New 'SCOC' Operator Control record replacing 17/02/04 'SOTC' except for terminal's printer setups 17/02/04 Allow for 'cost per n' on supplier/product record. 27/11/03 Display Purchasing Message. 16/11/03 Restore feature to position cursor to the next 16/11/03 line when fixing / receipting / costing. 16/11/03 Convert all 'codes' entered to upper case. 13/11/03 Allow change of default Period (setups) 18/11/02 When called from SOL05; forces header entry 3/05/02 All versions can be called from Order Generation SOL05 24/01/02 Allow 'O/seas' suppliers in Plucker per Terminal 9/08/01 Costings now exclude prior costing's addons. 5/04/01 When a supplier code is changed by ANY method the 27/03/01 details are re-loaded from CRM. 27/03/01 Allow multiple status codes for an Order 13/03/01 e.g. Part-costed; part still on Order 13/03/01 8SOL01C- Costing - Notes Function to 'roll' costing period 1/09/06 Automatically re-price designated items if the 23/08/06 cost has increased since the last purchase. 23/08/06 Show the new pricing on the costings register. 23/08/06 Investigate problem spreading freight when doing 23/08/06 a second costing of an order. 23/08/06 Updates the new Supplier Product key 11/10/04 and the Alternate Suppliers on the Product record (SCM) 11/10/04 Allow part-cost and part-purchase 30/04/04 New facility to search an Order for a particular 30/04/04 product OR supplier's product. F3 30/04/04 New facility to find Product Code ('ours' OR 'theirs') 31/03/04 when costing. To obviate 8SCL01Px) 31/03/04 Part-costing enhanced. 31/03/04 Subscript error when fixing header (seq 10) fixed. 28/10/03 Review Periods / Due dates allowing an option (F9) 28/10/03 in 'setup' (sF1) to change default date on header rec. 28/10/03 Review Periods / Due dates allowing an option 28/10/03 at startup to change default period on header rec. 28/10/03 Record Supp. Inv. No and Shipment No. on Order 31/07/03 (All 'C' and 'P' versions) 31/07/03 PL period; due date calculated as per CRL01 23/10/01 Due date uses Terms (if present) 23/10/01 Date display fixed. 23/10/01 Pass Tax Flag to CR: C1; C2; C8; P1 26/09/01 8SOL01C1 Costing - EE GP HP MC T OL Re-print of Costings enabled 26/11/01 Now shows all 5 prices when Price update disallowed 2/03/01 Display 'Cost per' when using 'Local currency' 22/09/00 Total cost prints on edit list 26/06/00 Warns if costing un-receipted order 21/06/00 8SOL01C2 Costing - As C1 but with Seq. in display window (TS) Print 'last cost' on report 19/07/06 Option to mark Order as 'Finished' (Processed) 3/07/06 Adds currency fluctuation factor to exchange rate. 30/01/02 see 8CRL29C0 subj 14 30/01/02 New costing program showing Seq. instead of Branch. 19/07/00 8SOL01C3 Costing - 'Oakleys' detail entry screens Detail screen design for Adelle 3/03/05 8SOL01C8 Costing - As C1 but 10-digit PL Addon code (HP) Due dates fixed 31/10/01 New version for HP 25/09/01 8SOL01E-A Costing - As C1 but 10-digit PL Addon code (HP) Optional use of Supplier's Product code and description 4/09/00 only (ignoring SCXP costs) 4/09/00 Warn if qty outside range - see 8SOL29C0 17/08/00 Gets default cost according to preferences 28/07/00 Allow ESC from detail screen when fixing 28/07/00 sF2 fix header; F2 Prod Lookup by toggle ADDED 11/07/00 Option to force Order re-print if Header changed 11/07/00 Printing controls (per model) per terminal (SOTCtttt) 24/06/00 as per INL01 - All versions 24/06/00 Option to default Addons NOT to spread cf 8SOL29C0 19/06/00 8SOL01F2 P/Order CREDIT (return) - standard 10 cpi A4 Laser Remove 'Due Date' from Trailer screen 1/12/06 Fix 'duplication' error if 'esc' used to quit 3/07/06 Allow 'esc' to quit Credit. 3/07/06 Test returns (Qtys and Costs 16/03/05 Mark the original P/Order with the Credit No. 17/01/05 Check that the line is costed. 17/01/05 New option to 'Part-credit' 13/05/04 Facility to enter the Invoice to credit 13/05/04 Credits revised - esp re 'supplier invoice type' 30/04/04 Show dates on Menu as per costing. 30/04/04 Make credits due 'now' (processing date) 30/04/04 1st version working: Needs new SOL02; SOL03C2/3; 5/07/01 SOL29C0 for 'Credit' Order type; CRL01vv for processing. 5/07/01 New program for Credit returns. 5/04/01 8SOL01FZ P/Order CREDIT (return) - Zip stationery (ZH) For ZH only (until stationery changed) 13/07/05 8SOL01H2 Ordering - special form HP Offers 'replaced-by' code for discontinued items 24/09/01 Allow printing of Despatch address or delivery details 31/01/01 Move Br to end of Header screen 28/09/00 Print Supp Currency desc on Order 28/09/00 Displays 'Cost per'. 22/09/00 8SOL01O2 Ordering - standard 10 cpi A4 Laser Option NOT to print Order 12/12/05 Facility to prevent ordering an item which 12/12/05 is over-stocked (e.g. over Max stock) 12/12/05 14/10 Extend Prod. Code to 16 ch; Reduce desc to 53 14/10/04 Check Supplier Units conversions 19/04/04 Changing Supp. code now retrieves new supplier's data. 26/11/01 8SOL01O3 Ordering - O2 with Cost & Totals - RM Printing controls changed for HP G55 (Wanaka) 31/07/03 1. Include Ph. Number in ribbon line. 15/06/00 2. Shorten Ordered By to Ord. By and actually print it 15/06/00 in the ribbon line. 15/06/00 3. Br. title above branch in ribbon line. 15/06/00 4. Supplier title above supplier in ribbon line. 15/06/00 6. Requests default message code prints in the body of 15/06/00 the order. As discussed leave 1 line and then print. 15/06/00 If not enough room print as per standard. 15/06/00 Layout modifications for RH 15/06/00 8SOL01O4 Ordering - O2 version for CTS Scheduler enabled. 1/03/10 Now clears selected stock range first 1/03/10 (8SCL80 no longer needs to be run first) 1/03/10 Print extra stock message when set. 23/08/06 Show 'buyer details' in un-domiciled address 12/02/06 Width of Order reduced by 4 chars to allow a left 31/03/04 margin for Faxing 31/03/04 Check branch code if entered on Detail record 17/08/00 Allows manual entry of Order No. 22/02/00 Prints Buyer Code with Order No. 22/02/00 8SOL01O5 Ordering - standard 10 cpi A4 Laser LANDSCAPE Add Rep Code to Order No. 1/10/06 New for OL; Prints both part numbers - ours 12/12/05 and the Supplier's product code. 12/12/05 8SOL01P1 Receipt and Cost Option to display only COSTED lines when costing in 13/05/04 'old' mode (as per PS/CTS) - i.e. entering product 13/05/04 code (supplier's or 'ours' and matching to Order. 13/05/04 Works on Part-Cost only 13/05/04 Detail screens re-designed (for PS); Qty; Cost. 13/05/04 Changed to print to Costing printer 17/09/01 Total cost prints on Edit list. 26/06/00 8SOL01P3 Receipt and Cost - 'ADW' detail screens Detail screen design for Adelle 3/03/05 Fix prompts 3/03/05 8SOL01R- Receipting - (Rn; Pn) Interface to Label Printing 31/03/04 Changes made to SCS for 8SOP03C3 15/11/00 8SOL01R1 Receipting - Lineflow Allow Cost change for selected terminals (DFW) 4/09/06 Re-design screens to allow Cost change if costs 4/09/06 are shown - Quoting only 4/09/06 Display correct 'due' qty. 27/06/01 Includes Yes / No option to accept or return to change 13/11/00 Warns if 'over-supplied; adds to Ordered 31/10/00 8SOL01RY Receipting - CBA form: ZH New for ZH to print receipts on ML182/184 11/07/00 Prints correct page length 11/07/00 Prints Sell price (esp. non-stock); 11/07/00 Prints 'Receipt' (if entered in Order Type setup) 11/07/00 8SOL01RZ Receipting - CBA form: ZH Prints actual receipt date under ' Date Order 29/06/01 Received' title in ribbon line. 29/06/01 8SOL01T1 Ordering - TL Changed to match invoicing (INL01Tn) re head skip. 11/10/99 8SOL01T2 Ordering - TL Indent (O/seas) Update detail line's branch stock when cancelling 8/10/01 Changed to print as per Invoicing 29/11/99 8SOL01Y1 Ordering - CBA inv. form; 10/17 cpi (or 10/15!) OKI 182 Allow entry of sell price (esp. Non-stock) 11/07/00 8SOL01Z1 Ordering - CBA invoice form; 10/17 cpi (or 10/15!) Warn if EOQ not matched when ordering. 17/07/06 New option (F2) to change Product Lookup method 7/08/00 Will print Order Total (if selected) 7/08/00 Allow change of Supp. lookup method with F2 15/06/00 8SOL02 Purchase Order Recall F2 to raise credit ECXLUDING freight; sF2 for 1/08/07 a 'full' credit (including freight) 1/08/07 Mark original Addon (freight) as 'costed' 23/08/06 Now allows for Part-credit 13/05/04 Changed for Credits (returns) 5/07/01 Updates additional Status codes. 13/03/01 8SOL03C2 Post Costings to Creditors Mark costed invoice as 'held' 21/03/08 Change report re Invalid Period 17/11/05 Pass invoices (mistakenly) costed to period 0 to 3/03/05 the creditors' invoice file (ccCRI) and report same. 3/03/05 Rel 8.5 to match new 8CRL01vv 1/06/01 8SOL03C3 Post Costings to Creditors - Rel 8.56 Suppress processing of selected Add-on accounts 12/02/06 Pass Tax Flag from Costing to Creditors 26/09/01 as for ~C2 for rel 8.55 creditors 25/07/01 8SOL04 Purchase Order Recalculate - by Product Print supporting transaction audit. 19/11/07 Omit 'finished' orders from re-calculation 23/08/06 Option for 'Report only'. 19/07/06 Ability to fix by Supplier Type (e.g. NOT O/seas) 19/07/06 Option to Move Receipted to Costed on SOT 2/09/99 8SOL05 Purchase Order Generation Upgrade for e-mailing interface 26/08/09 Upgrade for e-mailing interface 1/05/09 Don't re-order status B 'Buy-in only' items. 15/06/06 The 'SCK' file is deleted after processing. 15/06/06 Option 2 'view' to allow qty changes 29/05/06 Set run control to use Logon Salesman as Buyer 29/05/06 Set default Order Type per Buyer 29/05/06 Remove option 5 'Maint' 29/05/06 'Review' (fast fix); Remove 'Maint' 29/05/06 Retains order file if not processed in SOL01 29/05/06 Default the order to the selected Supplier 12/12/05 regardless of the 'main' product supplier. 12/12/05 12/12 Allow processing of 'scheduled' Automatic 12/12/05 re-orders; with F3 'Pick file' option. 12/12/05 F5 Print Manager added 30/04/04 Remove 'view' and 'maint' options 3/05/02 Allow 'GEN' workfile per terminal 3/05/02 The Purchase Ordering system can now generate a 24/01/02 suggested Order based on a re-order report: 24/01/02 Options: 24/01/02 1: Run the re-order-report (for a supplier) 24/01/02 with the option set to produce a Report Key file 24/01/02 named 'ORG' - see 8SOL29C0 subj 20. 24/01/02 2: This is an option to do 'quick' qty changes to the 24/01/02 skeleton Order before processing. 24/01/02 3: Produces a work file and calls the default Order 24/01/02 program (setup) which presents the Header for 24/01/02 verification; re-calculates the order; then 24/01/02 allows changes before processing. 24/01/02 4: Allows maintenance of the skeleton Order 24/01/02 8SOL06 Delete / Archive SOT Check status - archive only if 'filled' 29/01/02 Set new status codes. 13/03/01 8SOL06A Archive Supplier Orders Replaces 8SOL06 for archiving 3/07/06 8SOL06F Purchase Order Recalculate - by Product This program marks incomplete (not fully supplied) 16/07/10 orders as 'completed' and deducts any un-supplied 16/07/10 products from the 'On Order' total. 16/07/10 8SOL06P Mark fully costed orders as 'Processed'. New program to set 'old' orders to 'Processed'. 3/07/06 8SOL07C- Supplier Orders Costing - All versions Change status E to C when Purchased 2/06/10 Mark costed invoice as 'held' 8/03/08 8SOL07C3 Costing - 'Oakleys' detail entry screens Revert to 'display only' of product text 1/11/07 8SOL07R1 Receipting - Lineflow Fix memory problems with new Receipting/Costing programs 31/07/07 8SOL07R5 Receipting - Laser Form - Landscape Removed SCS file for receipting 30/03/09 New version as per Ordering O5 (landscape) 1/12/07 8SOL11-- Purchase Order processing - Notes Change status E to C when Ordered 2/06/10 Allow manual entry of an Order No. beyond the 1/06/09 current 'last' no. and cause the program to skip 1/06/09 this number when it would have been issued (later). 1/06/09 Uses suppliers 'costed order' flag 30/04/09 Implement Bank Rec. and Cashbook 30/04/09 Use Quoted cost when raising S/order for Buy-ins 1/02/09 Check TOTAL qty for each product when raising a S/Order 1/10/08 for a buy-in. Allows an item to appear several times 1/10/08 on the Customer Order; but to be ordered as 1 line. 1/10/08 Allow 'reference' for Ordering 1/09/08 Mods to process 'Buy-ins' 1/08/08 Allow sF9 to suppress printing after fixing an Order 1/08/08 Warn when ordering 'not for re-order' items 1/07/08 Replace faxing with e-mail 18/04/08 Optional warning when ordering from a supplier 1/02/08 who is not the product's 'main' supplier. 1/02/08 8SOL11O4 Ordering - O2 version for CTS 20-char supplier's product code 1/05/07 8SOL11O5 Ordering - standard 10 cpi A4 Laser LANDSCAPE Don't print customer references 26/08/09 Don't print customer references 1/05/09 Removed reference to SCS file 30/03/09 e-mailing options added 1/12/08 Automatically re-calculate value remaining on order 16/06/08 when re-printing or fixing - esp. part-filled orders. 16/06/08 ensure that 'Ref' prints on new Purchase Orders 1/01/08 Print Ref. if entered 1/12/07 New Ordering program (with Rep Code after Order No) 1/10/06 8SOL14F 'Finish' a single Supplier Order and mark as 'Processe It also 'completes' un-processed 'credit' orders. 1/07/10 8SOL14M 'Finish' a range of Supplier Orders and mark as 'Process As foe 8SOL14F; but allows a range of historical 1/07/10 orders to be reported / finished. 1/07/10 NOTE: the report shows all 'un-finished' orders 1/07/10 showing the outstanding product lines. 1/07/10 8SOL19C1 Supplier Order File Maintenance Show all 'status' flags on headers 1/03/09 Allow for Order 'completion' 19/11/07 Show 'Receipt entered by' in trailer. 21/06/01 New status codes. 13/03/01 Now displays Supp Units field 22/11/99 8SOL29C0 Supplier Order Controls Allow sF9 to suppress printing after fixing an Order 1/08/08 s3: Option per operator to allow ordering of 1/03/08 a 'buy-in' without a Customer Order. 1/03/08 Also option to make Cust. Order compulsory - 1/03/08 i.e. the selected operator can only raise a Supplier 1/03/08 Order against a Customer Order - ALL products. 1/03/08 Set warning re 'main' supplier 1/02/08 Set 'buyer details' for un-domiciled order address 12/02/06 Allow P/Orders to be written to Stock Trans (SCT) 13/05/04 Order Type: Default detail lookup method (normal 30/04/04 or 'find' product line): 30/04/04 Option NOT to post to creditors. 30/04/04 S1: Set label printing flag (and prog) 31/03/04 Get 4x (14) from CRL29C0 - TS 17/02/04 New 'Operator Controls' 17/02/04 'Purchase Order' messages revised (subj 8). 16/11/03 New subject 20 - Order Generation 24/01/02 Allow 'O/seas' suppliers in Plucker per Terminal (sub 2) 9/08/01 Subj 7 - Order types: Make an Order Type for 5/07/01 'Credit' (Returns): Type 'C';; enter Creditors 5/07/01 trans code for Credit (e.g. 02) and make 'Default'. 5/07/01 New Help added 9/02/01 Options to use SCXP Code/Desc for Ordering 4/09/00 Settings for Supp. Cost/Desc/Prod. code updates. 4/09/00 Subj 1 - Allows Qty to cause warning 17/08/00 Option to force Order re-print on Header Change (1). 11/07/00 Form Names on Order Types (esp. Receipts) 11/07/00 Printer Ports per Terminal 11/07/00 Flag in subj 1 to default to addons NOT spread. 19/06/00 Default Supp. lookup; 15/06/00 Flag for Lookup by 'D'escription or 'N'ame 15/06/00 8SOL80T Clean/Fix ccSOT Orders file New option to Fix/Clear Supp. Units 22/11/99 Allows scheduler 6/10/99 8SOL85T Orders File Audit / Repair Run to set new Status Codes 13/03/01 Showing Missing or Duplicate orders 31/10/00 8SOP01-- Purchase Orders Reports Allow selection by Buyer Code 1/06/07 Option to sort by Buyer added 19/04/07 8SOP01C1 Register of Orders - Due Allow selection of 'processed' orders 1/07/09 Selection by Supplier Type. 19/07/06 Change selection method by 'status' 19/07/06 Excludes ALL cancelled orders (unless selected) 21/02/06 Selection by Buyer 15/10/02 Add Buyer Name to heading line 29/01/02 Allow for part-costed. 13/03/01 8SOP01C2 Register of Orders - Received Register to select by line rather than document status 13/11/00 and mark receipts that were over supplied. 13/11/00 Defaults to Receipted but not Costed; 2 weeks 31/10/00 8SOP01C4 Order Summary for receipting Allows for new 20-char crossover codes 31/07/07 Shows supplier's code and 'ours'. 16/06/04 8SOP01C5 Costings re-print Allow selection by Period 1/10/08 Add 2nd description line 1/04/08 NEW: Allows selection by costing date; invoice etc. 28/11/06 Add option to select by Costing Date 1/11/06 8SOP01E1 Export Order Details Options to select by Inv. / Shipment ref. 31/07/03 Defaults to a Detail Export and produces ccSOT'OD' 18/12/01 (for Orders Due) which can be edited by 8SCQ49B 18/12/01 & used to print labels with 8SCP02L7. See SO.HTM 18/12/01 8SOP01L2 Print Item Labels from Receipting Default to '.' to 'YZ' type labels so that 'un-coded' 16/03/06 products do not produce labels. 16/03/06 28/04 Option to print all costed lines WITHOUT 14/06/04 the costing Invoice Ref (for SCL01P2) 14/06/04 Revive printing labels on W1: Called from 19/04/04 Receipting OR Purchasing. Print ALL labels to W1. 19/04/04 8SOP03C2 Register of Purchase Order Costings Add error messages; exclude Receipts 1/10/07 28/03/05 For Rostrum: Summary (no detail lines) 12/02/06 Excludes Order Adjustments done after Costing 2/02/01 8SOP03C3 Register of Purchase Order Receipts New program to print register of Receipts x Product 15/11/00 8SOP03L1 Print Item Labels from Receipts - std laser labels New for printing item labels from Receipting 31/03/04 8SOP04-- e-mail Supplier Orders New for Rel 8.9 CogMail 18/04/08 8SOP04O5 e-mail Supplier Orders - Landscape New e-mail version as per Invoicing 1/12/08 8SOQ01-- Purchase Order Inquiry - Notes: All versions. Further security measures (costs) 1/10/08 New for rel 8.90 CogMail module 18/04/08 Will now show Crossovers (supplier product codes) 17/07/07 on 'old' AND 'new' orders 17/07/07 Allow access to History on Archive drive 13/07/01 Allow 'zoom' from Stock lookup 18/04/01 8SOQ01C2 Purchase Order Inquiry - By Product Fix page up & lookup by Supplier & Archived SOT 30/03/00 8SOQ01C3 Purchase Order Inquiry - Main (by Order) When an order line has had multiple costings; 31/07/06 always show the LAST costing value 31/07/06 Start at 'newest' Order (as per Invoicing 14/12/05 Set up Message Codes (JS; Done) 14/12/05 Start with 'last' order 31/07/03 Shows 'receipted processed by' in header 21/06/01 Display Currency and Unit cost on 'F6' screen 28/09/00 Fix page up & lookup by Supplier & archived SOT 30/03/00 Fixed display on Page Up 12/10/99 8SOQ01C5 P/Order Inquiry by Order - 2-line detail display Show 10-char supplier's invoice no. on line 2 1/09/07 Show TOTAL costings 26/08/04 Show Quote/P.slip for Buy-ins 26/08/04 Show Supp. Prod code 13/05/04 New version of ~C3 with full Prod. Code and Desc. 5/04/01 8SOQ05A Purchase Order header 'Plucker' - from SOT Return header key for Order Completion in Maint. 19/11/07 8SOQ05B Purchase Order header 'Plucker' - from SOT Show value of un-costed orders 3/05/02 Allow selection by status 3/05/02 8SOX03AC Restore average cost from an Order to SCX To fix an earlier error in Credits. 13/05/04 8SOX03RP Re-code products on SOT from SCK re-code file - 8SCL04A. New release for 'fast' re-code 15/12/05 Allow scheduler (15/04/04) 30/04/04 8SOX03UC Un-cost an order New program to reverse the effect of costing an order 1/04/08 8SOX03UR Un-receipt a 'recovered' order when a Receipted order was 'lost': investigate & fix 12/08/06 New: to reduce 'receipted' stock (SCX) 9/08/06 8SOX03US Un-stock a 'double-costed' order New toolkit to reduce stock by the qty. double-costed. 2/06/10 8SOX08BC If detail rec. Branch is blank; get from header Allow setting of 'new' branch code 21/03/08 Copy Header branch code to all detail 22/01/01 records with blank branch. 22/01/01 8SOX08ST Set multiple Status codes on all records Set SOT for new multiple Status settings 31/07/03 8SOX09 Reset Status on selected Orders Ability to select Orders by supplier's mail code 19/07/06 (this allows 'Processing' of old LOCAL orders 19/07/06 8ST ======= STOCKTAKE ======= 8STL01C1 Capture Stocktake File Allow selection by Supplier 23/10/07 Option to sort by Product. 13/02/06 Set SCC file user code from SCBR 19/06/00 8STL02C2 Enter Stocktake Counts Set SC user code from SCBR 19/06/00 8STL03 Update Variance Option to post Count to on hand 29/08/00 Set SCC user code from SCBR 19/06/00 8STL03 Re-compiled 27/08/99 8STL09C1 Stocktake file maintenance Add appropriate Pluckers 15/11/09 Allow selection by Supplier 23/10/07 Option to sort by Product. 13/02/06 8STP02C1 Stocktake Forms - OL (Also see 8SCP14xx) New from 8SCP14C2 (OL) 13/02/06 8STP02C2 Stocktake Variance / Valuation Report Option to Exclude variances - HP 6/06/01 Set SCC user code from SCBR 19/06/00 GOH date changed to dd/mm/ccyy 8/05/00 8STP02S1 Stocktake Forms - CTS New forms based on 8SCP14S1 1/09/07 8STX08 Delete unwanted records from Count file - OL Option to set 'counted' flag. 22/05/00 8SY ======= SYSTEM ======= Rel 8.73 general mods: 17/12/03 Allow 'compressed' and 'landscape' for all reports 17/12/03 Use new standards (8pr.pd6) for all reporting. 17/12/03 Reduce lines per page by 16 for landscape. 17/12/03 Use Italic and NLQ for Landscape On/Off 17/12/03 All reports now use 'SYPRttt' instead of 'SYPRCttt' 26/11/03 Rel 8.71: Convert all 'Codes' to UPPER case on entry. 13/11/03 Initially this feature is implemented on all major 13/11/03 transaction processing and Maintenance programs. 13/11/03 Remaining software will be updated over time. 13/11/03 Wide-area networking and Branch processing 2/10/01 Changes for Rel 8.6 (AcuCobol) 9/09/01 8SYL01 Supervisor Initialiser (Logon Screen) Re-display screen after PlayWav 9/03/09 Allow 8-character 'pseudo' password 1/02/08 Enhances handling for screen colours 17/12/07 The new login feature allows the entry of the 24/11/03 operator's 'salesman' code (instead of the Password 24/11/03 as previously). The Salesman record can now carry 24/11/03 the password; security level and 'verify' flag. 24/11/03 This feature allows different operators to use any 24/11/03 terminal but default to their own salesman code. 24/11/03 New 'auto login' option 91 (e.g. !W2C------91) accepts 21/11/03 the terminal code and stops at the password. 21/11/03 (option 90 accepts both and positions to the date) 21/11/03 Allow Terminal (SYTC' to over-ride Password (SYPW) 8/10/03 security level. 8/10/03 Load Branch code per Terminal 2/10/01 8SYL02 COGITO System User file (SYU) maintenance Enhances handling for screen colours 17/12/07 8SYL05 COGITO 'HELP' system Option for Help to be on-line (web) or local (server) 29/06/09 Can now use Netscape OR Internet Explorer 12/06/07 Ensure that HTM path is 'unix': G:/COG/ NOT G:\COG\ 12/06/07 Default Viewer: NavRoad: nroad32.exe in COG directory 22/08/06 Default help file directory is 'F1' under 'COG' 22/08/06 e.g. G:/COG/F1/ (uses Linux syntax: '/') 22/08/06 Now defaults to NavRoad browser 11/04/06 For rel 8.8 and use with Firefox: 11/10/04 Requires an entry in SYJ if specific topics within 11/10/04 a program are to have links to the Help File 11/10/04 Enable for Netscape 28/07/03 New program using iExplorer and new mm.htm files 7/11/00 Requires 'SYF1ttt' on SYM with browser in text 1/2 7/11/00 (e.g. 'C:\progra~1\intern~1\iexplore.exe') 7/11/00 and path for help files in text 3/4 (if not in \COG) 7/11/00 (e.g. G:\COG\HT\) 7/11/00 Doc. files are 'mm.HTM' (e.g. 'CR.HTM'. 7/11/00 See G:\COG\HT\8SYL05A.DEV for notes. 7/11/00 8SYL07 Menu Maintenance New screens for Toolkit menu 17/12/07 Add security level 8/10/03 Allow for 'sub-menus'; add menu plucker (F3) 28/07/03 8SYL08 CogDocs Document Manager (Print Manager) New release 9.0 - major revision 16/07/10 Test new Print Manager against Oakley setups: 1/07/10 esp. re Store / Showroom Invoicing; Quoting etc. 1/07/10 Allow new spool files '#xxx' (as well as old 'P-xxx' 9/03/09 Terminal printer now has compressed; landscape 29/02/08 and 'label' printers available. 29/02/08 If found; these will be used by reporting programs 29/02/08 when the 'format' record has a corresponding setting. 29/02/08 'Save as' (rename) option added 22/03/07 Prompt the current 'working' file for deletions 31/01/06 Show .CSV files for spreadsheets 23/06/05 Option to select a different terminal's controls for the 2/05/05 'current' printer. e.g. when doing PL reports; link to 2/05/05 New features using a Plucker to select the spool file 7/10/04 Rel 8.73 printing: Add Print Mgr option to report 30/04/04 programs (code added to 8PR.PD) 30/04/04 New screens with F3 for printer models 17/02/04 Can now pick printer Model from 'Select Device' (F5) 17/02/04 Uses Windows features (Notepad etc) 9/09/01 'Port' options as per Invoicing 11/07/00 New controls for Invoicing and Purchase Orders 24/06/00 Supp. Order print controls. 24/06/00 F4 function suppressed 25/01/00 8SYL09 Control file maintenance Allow deletion of any record; Plucker for any range 6/10/03 Allows deletion of Ranges. 6/10/03 8SYL10 MENU Toolkit menu item can now cover up to 3 program ranges 17/12/07 e.g. Stock toolkits could include all 8SCXnnvv programs 17/12/07 'System' calls can have variable parameters (&1 &2 etc.) 18/09/06 as per .BAT files. 18/09/06 Ability to change parameters when selected. 18/09/06 More detailed Log file 18/09/06 sF5 to call menu manager (level 'D' user only) 18/09/06 Display Security Level; Password desc. and Operator name 26/11/03 Convert '98' program id to upper-case 16/11/03 Add Security Level 8/10/03 New features allowing: 28/07/03 'Sub-menus' (beyond 30) 28/07/03 'Toolkit' menus 28/07/03 Show Branch code 2/10/01 Ask for verification before running a Schedule 14/03/00 or .BAT file from the menu. 14/03/00 8SYL11 Call other applications (.exe; .bat) Call command line extended for Windows (SYL05) 16/11/00 8SYL17 COGITO Application Scheduler - 'Libellus'. Now allows scheduled programs to print to log. 31/07/03 8SYL18 COGITO 'Libellus' Scheduler Master file Maint New Pluckers - rewrite 8/03/01 8SYL19DT Report Master File Maintenance - Debtors Fix date range & Transaction Type for 'Ledger' ATB 24/08/99 8SYL20 Clear Current Period Totals on SYM Now clears only This Run on Reason Codes (INAC) 28/03/01 8SYL23 DDP Branch Update from transfer files - export update fi Will now UPDATE paid DTT records from HO 5/10/00 8SYL29C0 System Setups (Cogito version) Subj 20: customised e-mail messages 1/01/10 New option to include Cust. Ref 'c/ref' 1/01/10 s18: CogMail integration: 7/09/09 Flag to initiate automated e-mails from Daily Update 7/09/09 Option for Help to be on-line (web) or local (server) 29/06/09 Each e-mail form can now have its own logo and size 30/03/09 CogMail advanced setup options 18/04/08 Build PDF files using TotalPDF converter 18/04/08 s1: Add website details 18/05/07 New e-mail setups (s17) 1/09/06 s6: Help settings - defaults changed 22/08/06 s18 e-mail setups 11/04/06 Allow Quote Cost basis (last; avg; std) per TERMINAL 4/04/06 Subj 1: Fix prompts re P/Order addresses 12/02/06 Option to suppress costs per Terminal - SYTC 31/01/06 S2: Default Cost hide/show per terminal 25/07/05 s23 Update Run No. details 25/07/05 s2: Print Mgr help re spreadsheets. 23/06/05 s31: Printers: New 'setup' command - to set up 10/06/05 controls when the printer is opened - e.g. Symbol Set 10/06/05 Description added for each control. 10/06/05 New flag 'Cogito ref' on toolkits (not included in TKSYM 29/04/04 'plucker' now works from entered key. 29/04/04 'Upgrade' fields added to SYTC records 31/03/04 The 'distributed' integration control (SYDDP) is now 17/02/04 The tributed' integration control (SYDDP) is now 9/02/04 removed if not needed; so that the 'ccSYS' 9/02/04 file will not be updated. 9/02/04 s3: Terminal Printers (new) 28/11/03 Add subj 3: terminal; printer controls; SYPRCxxx 27/11/03 All 'codes' converted to upper case. 26/11/03 s1: Display Prog. ID's on menu 8/10/03 s2: Security level per terminal 8/10/03 (e.g. for Maintenance progs) 8/10/03 New 'toolkit' menus 28/07/03 Terminal setup (2) has Path for Work files 3/10/01 to allow for WAN - e.g. C:\TEMP\ 3/10/01 Allow default branch code per logon terminal 2/10/01 8SYL41GF Import 'handheld' data file from I2 into Gogito. This will update the I2 file onto the various Cogito 12/04/04 Master files (SCM; SCX; DTM; SYM 12/04/04 8SYL42GF Export 'handheld' data file from Cogito. Writes 'EXVCC' to Touchcom Output directory from 12/04/04 INTCHH text 2. Writes ALL current data: SCM; DTM; 12/04/04 DTP (special discounts); and SYM INACxxxx (reasons) 12/04/04 8SYP01BA Buyer Analysis Report Don't print 0 lines 1/07/08 Update to new release (8.91) reporting standards 1/06/08 Shows order values for the next 6 months 12/10/04 Allow scheduling (to include in update) 7/11/00 8SYP01C1 Control file Code list - 80 col General 'Region Codes' added 1/09/09 8SYP01CC Customer Catalogue list of Groups and sub-groups Lists product ranges and highlights anomalies. 16/11/03 8SYP01DE Export Product Discount Codes (INDS--pp) .CSV: Prod. disc. code; description 1/06/07 8SYP01DM Export the Discount Matrix New program 1/06/07 Gets row/column descriptions from new INDS records 1/05/07 8SYP01MX Generate software Update Bat Build a .bat file to issue the software for a 2/05/05 specific user; based on his menus. 2/05/05 Finish and include basic Toolkits 8SOL01 - 030298 2/05/05 8SYP01PC List Product Categories New - includes 're-code to' field. 31/03/07 8SYP01TC Terminal Controls report New for Rel 8.73 upgrade 31/03/04 8SYP01X1 Discount Matrix export Add Column Headings 1/06/07 For Pronto xfer - omits 0 rate lines 15/03/02 8SYP01XP Export Product Category Codes (SCPCcccc) .CSV: Category; Description 1/06/07 8SYP01XR Export Control File records for re-coding To export Regions (or any set) to spreadsheet 7/09/09 to allow re-coding. Re-load to database with 8SYX41XR 7/09/09 8SYP01XZ Export Cat2/3 with Prod Code ranges for 8SCX41CC Specific to ZC for Catalogue and Nimbus export 8SCP02EN 16/11/03 8SYP02C1 Print Schedule File Print descriptions and fix report headings 23/03/05 8SYP08 Report de-spooler New - re-print selected pages from a report 29/05/06 8SYQ05F Control code Plucker - full key for SYL09n New from SYQ05B 6/10/03 8SYQ06B Report Format 'Plucker Suppress display of 'range' records 31/01/06 8SYQ08B Spool file Plucker Allow selection of saved P/Order text files 15/06/06 Show .CSV files for spreadsheets 23/06/05 New feature for Print Manager 7/10/04 8SYQ18B Schedule 'Plucker' New options for 8SYL18 including 'detail' plucker 8/03/01 8SYX01CR Save/Restore Creditors Control records Add Cashbook controls 19/11/03 New - for Creditors Backup / Restore 9/10/01 See BUSV-CR.BAT and BURS-CR.BAT in G:\BATS and 9/10/01 schedules BUSV-CR and BURS-CR on COSYC (G\COG) 9/10/01 for examples of use. 9/10/01 8SYX01M SYM Import / export Report removed - not needed. 23/08/04 8SYX01PT Load Printer Drivers Include driver description records (SYPDtttttt) 10/06/05 Loads printer drivers from PXSYM 7/10/04 When run by CO; exports drivers TO PXSYM 7/10/04 8SYX01S Export/Import SYS Files For interim Branch integration (TL/FC) 20/09/00 8SYX01TK Update the Toolkit distribution file (TKSYM) NEW: Adds to / updates TKSYM with new/changed toolkit 29/04/04 programs. Excludes 'cogito Only' programs. 29/04/04 8SYX0689 Clear Terminal Printer records (SYPRttt) for new feature To be run at each site for Rel 8.9 print manager. 29/02/08 8SYX06BB Fix Buyer Budgets for Rel 8.81 (esp. TS) Moves YTD from val 6 to 4 and clears next 6 months. 12/10/04 8SYX06CY Prepare Control file for Rel 8.56 Creditors Sets 'Current' values from 'Month' values 13/09/01 8SYX06DD Clear/change Invoice Discount descriptions To clear old INDS discount text. 13/07/05 8SYX06PR Clear/change Invoice Discount descriptions For release 8.71 26/11/03 8SYX06PU Re-format printer controls for new 'report path' feature Run 8SYX06PU to update all print controls for the 16/07/10 new report destination management system 16/07/108SYX06SD Change 'last update run' on SMDT recs. R8.82 invoicing Sets the last update run no. per month to match 22/06/06 the nRel 8.82 format for Invoicing Update Run Numbers 22/06/06 to allow re-calculation o SMM in 8SML40 22/06/06 To be run with 8INX06UR 22/06/06 8SYX12 Print SYS Files To check Branch integration 5/10/00 8SYX41CC Load Cat 2 and Cat 3 records from spreadsheet - ZC For Plumbers' price book 6/10/03 8SYX41LC Load Areas (DTLC) from .csv New (for CL) 13/05/02 8SYX41TK Load Toolkit Menus from .csv File ex 8SCP02EK via spreadsheet 28/07/03 8SYX41XR Re-load Control File sub-sets for re-coding database to re-code Region Codes (or any data set) 13/10/09 to re-code Region Codes (or any data set) 1/09/09 8SYX87M Upgrade Operator; Terminal and Printer controls to 8.73 For release 8.73. Use System Setups: 'Terminal 31/03/04 settings' to pre-set for upgrade. 31/03/04 8SYX88M Convert to Rel 8.80 SYM - file expansion 3: Run this (8SYX88M) program to create ccSYM88 11/10/04 4: Rename ccSYM to ccSYM87; Rename ccSYM88 to ccSYM 11/10/04 5: Run the upgrade program: 8UGX88SC 11/10/04 Called from 8UGX88 21/06/04 8UGX88OL 8.9 Upgrade for plumbers' systems Runs the complete upgrade; except for SYM. 1/01/09 8UGX88SC 8.81 Upgrade: SCM; SCX Calls the following programs: 11/10/04 8SCX26SU sets the 'main supplier' field on SCM 11/10/04 8UGX88SY 8.81 Upgrade: SCM; SCX 8SYX88M expands Control File (SYM) to new format; 21/06/04 8SCX88M expands SCM 21/06/04 8SCX88X re-indexes SCX for Supplier/Product data 21/06/04 8SCX9687 moves 're-code-to' to 'alternate product 1' 21/06/04 and sets 'Special Discount/Price' flag to space 21/06/04 8UGX88ZH ZH rel 8.81 Upgrade from rel 8.54 Special for ZH to cover 4 yrs. 9/05/05