Software Update Notice Cogito Services Ltd. 19/09/2013 ============= NOTES: =========================================== From now on all program codes are referred to a "r......." where "r" represents your current release. e.g. if you are on Release 8.xx, your programs will be coded "8mmtnnvv" (where mm = module, t = program type, nn = program no., vv = version) e.g.: Program Rel 8.xx Rel 9.xx Rel J.xx Control Report 8DTP10 9DTP10 JDTP10 Invoicing 8INL01C2 9INL01C2 JINL01C2 ============= LATEST RELEASE =================================== Rel 8.97p 19/09/13 Rel 8.97m 07/05/13 Rel 8.97j 24/08/12 ------------------------------------------------ rINL01vv Invoicing 09/13 Improved handling of kits in confirmations and credits rINL02 Re above rSMX01M Import/Export Sales database 09/13 Can now skip "obsolete" lines (rebuild) rINL85T Invoice file audit 09/13 Improved screens rSOL02 Allow changing of "Processed" orders 09/13 rSOL01vv Allow changing of "Processed" orders (to enter invoice & job references) rSOL29C0 Option to allow changes to "finished" orders 01 Purchasing Controls "Ordering", "Allow Fixing if Finished... F" rCBQ01C2 Cashbook Lookup NEW 09/13 rCBQ01C2 Cashbook detail (CBT) plucker rINP01XF Export Invoice data for MYOB 08/13 rCRP04D1 Cash requirements without "paid" column 08/13 rSCP02E8 Export to JobScript production system 08/13 rSCX41E8 Import from JobScript production system rSOL07vv Supplier Order Costing 08/13 Improve "F5 Save Costing" feature rCRL01vv Process suppliers' invoices 07/13 Use "default" due date if "trading terms" invalid rSOQ05v Supplier Order Plucker 07/13 Show correct status rSYL18 Schedule Maintenance 06/13 Option to "pause" between jobs. rSYL17 Scheduler 06/13 "pause" Option allows for memory/timing problems in Windows XP / 7 / 8 rSCP02EZ Price export for Xero rDTP04SE Statement e-mails: fix "send to" name rINL01Gn Invoicing "G" series 05/13 rSOP04vv Purchase Order PDF's 05/13 Option to also send .csv (as per invoicing) Allow multiple recipients. Allow F9 to mean "build and send": rSOP01O5 Export Supp. Order spreadsheet (with order) 05/05/13 OL based on ~X1 and rSOL01O5 / rSOP04O5 rSOLO6P Set fully costed Orders to "Processed" 05/13 rDTL08 Allow for "lone" future payment 06/13 rINL01Gn Invoicing "G" series 05/13 ------------------------------------------------ Automated processing of reports and spreadsheets when produced. rSYL08 Print Manager Reports can pass file name and "open with" 05/13 rSCL28C2 "Open with" option (spreadsheets) 05/13 Allow selection by "Maint" or "Price change" in period (days, weeks, months, years) rSCP02EZ Price export (per customer) for Xero 05/13 rSCP02K2 Select by "maint" or "price changed" in period 04/13 For sending "price change" spreadsheet to customers rSCP02vv Re auto call spreadsheet etc. 05/13 All versions with new "date" selectors 04/13 rDTL28C2 "Open with" option (spreadsheets) 04/13 rDTP04vv Re auto call spreadsheet etc. 04/13 Date routines - Add "Days/Weeks/Months/Years" option to replace "since date" rCRL28C2 "Open with" option (spreadsheets) 05/13 rCRP04vv All creditors reports. Re auto call spreadsheet etc. 05/13 ----Customer database update ------------------- 04/13 rSCP02K2 Export product file to customers running Cogito Format: ASCII, Comma-delimited, Quotes Data: Code, description, short-desc, bar-code, customer's price, sell-price-1, category, status-flag, price-date, replaces, replaced-by, sales-code. rSCX41K2: Import Product file at customer end: This also produces a spreadsheet for the customer showing new products and price changes It also passed the current "status" to show deletions. Add new Sales Code (or blank if not found) Add new Category Code (or blank if not found) Set up blank Category and Sales code at each site. rSCX01M Allows selection by "Maint Terminal" ------------------------------------------------ rSCL29C0 Allow default cat 2 / 3 on Category entries 04/13 rSCX03C2 Set SCM Category 2 / 3 from cat. 1 (SCPCxxxx) 04/13 rSCL09vv Product Maintenance Load default category 2 / 3 when adding or 03/13 changing products. To identify items to send in "price update" spreadsheets. Option to print "Supplier's Product code" on orders, 02/13 selectable per supplier. rCRL09C2 Supplier Maint rSOL01vv Purchase Orders rSOP01xx Export Supp. Order spreadsheet (with order) rSOP04vv Supp. Order PDF rSOL02 "document in use": Option to clear flag. 01/13 ============= PREVIOUS RELEASE ================================= ------------------------------------------------ Invoicing: rINL01vv All versions More intuitive recognition of bar codes, allowing for Product Codes of the same format (12-14 digits) ------------------------------------------------ Cashbook rCBL01 Cashbook Shows only "un-presented" (toggle option) and stores the key of the oldest "un-presented" to speed up processing. ------------------------------------------------ Product Text revision 08/12 rSCP02ET Export Stock text. rSCX42ET Load texts (and flags) from spreadsheet Also updates SCM text flag and deletes text if blanked. rSCX26TF Move "generic" flags down to each text line, then clear ------------------------------------------------ Purchase Orders / Creditors rSOL07vv Calculate payment due date when costing. Set payment due date when producing creditor invoice based on creditor's "trading terms" rCRX06TT Set "trading terms" (toolkit) ------------------------------------------------ Customers / Suppliers e-mailing Release 8.97j 04/13 rDTP04E1 Export Customer e-mail and contact details Add "Document types" per recipient rDTX41X1 Import Customer e-mail and contact details mod as above rCRP04vv All versions New selection conditions re e-mail settings. (Condition 8) rCRP04M2 Send "i"mmediate e-mail Remittance Advices Allow multiple recipients Option to produce .pdf copies for any supplier (as per Statements) rCRX06EM Set e-mail flags rCRL28C2 New options re e-mailing rCRP04EM Export Supplier e-mail details New - using ~M2 and 8DTP04E1 rCRX41EM Import Supplier e-mail details New - using ~M2 and 8DTX41X1 rCRL09C2 Re-design screen for e-mail control ============= DEVELOPMENT HISTORY - By Module ================== ---------------------------------------------------------------- CB Cash Book ------------------------------------------------ rCBL01 Add "bounced cheque" to un-presented deposits (i.e. add negative (= deduct) payment rCBP02C1 Payments Register Restricted to payments transaction types only. Shows supplier's name (if available) ---------------------------------------------------------------- CO Customer Orders ------------------------------------------------ See 8CO.DEV re Customer and Supplier Orders and "buy-ins". ---------------------------------------------------------------- CR Creditors ------------------------------------------------ rCRX01D Copy Duplicate CRI invoices to a new file as Credits for "un-processing" Allows a "batch" of invoices which have been updated by mistake to be reversed. rCRL15 Creditors Invoice Archive F1 help added. rCRL16 Creditors Transaction Archive Modified for Cashbook. ---------------------------------------------------------------- DT Debtors ------------------------------------------------ PDF Statement "Copies" It is now possible to produce PDF Statements even for customers without a valid e-mail address: rDTX06EM Set "Statement" to "P" for PDF rDTP04SZ PDF version of ~S7 Statements NOTE: For Statements, "U"pdate is equivalent to "I"mmed: and means "send during print run" (DTP04SE) "M"anual means prepare but don't send. "N" or Space means "Don't make PDF (and don't send)" rDTL29C0 Setups s7 "Transaction Types" can now carry a default Payment Method rDTL01vv Debtors' payments: Picks up default Payment Method rDTL09vv Customer Maintenance Screen re-designed (in preparation for release 9) rDTP01CS Cash Sales report rDTP04S7 Statements - as per S6 but "left-aligned" rDTP12KS See "Invoicing" - Special prices ---------------------------------------------------------------- EC E-Commerce (CogEC / CogMail) ------------------------------------------------ rINP04vv Allows multiple recipients for e-mailed Invoices etc. rDTP02Sv Allows multiple recipients for e-mailed Statements. rDTL09vv For above Each "Contact" can be tagged with the documents to be sent. e.g. If contacts 1 and 3 are marked with "S", they will both receive e-mailed statements. ---------------------------------------------------------------- IN Invoicing ------------------------------------------------ Loading / Updating "Special" Pricing. "Special" prices can now be updated using a spreadsheet. See rDTX43KS.TXT rDTP12KS Special price export (Sale) rSCP02KS Exports a range of products and fills in any existing data from the Special Prices table. rDTX43KS Loads the new Special Prices from a spreadsheet (.csv) file. ------------------------------------------------ rINL06 Invoicing Archive Now includes "Won" quotes ---------------------------------------------------------------- PL Private Ledger / Financial Reporting ------------------------------------------------ rPLL01M1 Standard Private Ledger Input Screen - 6-digit Shows "reverse-to" on header display rPLL29C0 Private Ledger Setup s1: Last update run no. rPLX03BM PL Audit OR Re-calculate the PLM Balances from the Postings (PLT) rPLX03FV Find a specified value on PLT ---------------------------------------------------------------- SC Stock Control ------------------------------------------------ Importing Suppliers' Product Data. rSCL07: New "Supplier Price", "Barcode" spreadsheet uploader. (Replaces 8SCX45vv) Allows user-defined templates for importing .csv files from suppliers to load their product details - including product codes, bar codes and pricing changes. The program reads the supplier's input .CSV and creates a new one in the format of the "Cogito Price Updater". See Stock Setups (8SCL29C0), Subject 14 "Import Templates". rSCX42K1 Cogito "Supplier Product" data importer. Import Suppliers' Product info (SCXP records) using the standard Cogito "Price update" spreadsheet (ex 8SCL07) NOTE: This program does NOT update prices (except for the supplier's "list" price) See 8SCX41K1 for Price updating NOTE: The product's Bar Code (SCM) will be updated (if present in the spreadsheet). If a new Bar Code has already been assigned, an error will be printed. See ~XO for standard "Xeno Product" updater. Format: ASCII, Comma-delimited, Quotes (.CSV file). Input: Product Code, New Prices: 1, 2, 3, 4, 5, Our Cost, Cost type: (Std, Last, Both) Supplier data: Acct. code, Prod code, Units Bar code, Description Old Prices: 1, 2, 3, 4, 5, Std. Cost, Our Description ------------------------------------------------ rSCQ01 Lookup Shows Opening Qty (for Audit) ------------------------------------------------ rSCX42XO.PD Import "Xeno" Product info (SCXP records) Supplier or Customer product data Use 8SCP02EO or 8SCP03EO to export. See also 8SX41K1 and 8SCX42K1 re price / bar code updating This version allows special values to "clear" specific fields: To clear texts (supp. prod, / description), use "." To clear values (list price, factor etc.) use -1 "*" in "del flag" deletes an existing Supp. Product record. Changing the "del falg" to "D" will delete that item from the table. The "Supplier Product Maint" program (8SCL23C1) can be used to add, change or delete individual records. ---------------------------------------------------------------- SM Sales and Marketing ------------------------------------------------ Sales Exports (for spreadsheet) rSMP02G7 EXPORT: $Sales / $GP / Contribution. TY / LY Code: $this mth, $GP, %; $12m, $GP, %; $prev 12, $GP, %; rSMP02GC 12-periods' Sales EXPORT based on report ~C3 and ~G3 Code1, Code 2, Code 3, Code 4, (value) x 12, tmat, lmat where "value" is Sales, GP$ GP%, Cost or Qty + customer details: status, o/due list, name, phone rSMP02GV EXPORT: Month's product qtys with Std Cost Item, Desc, Qty TM, , Std Cost, ,Value rSML04 Sales database manager Allow re-codubg of new "key 1" e.g. re-code branch " " to "WH" when building new set "BI" from "CI". ---------------------------------------------------------------- SO Supplier Orders ------------------------------------------------ Revised handling of "recalls": The "Invoicing" and "Purchase Orders" modules now "mark" any document which is being worked on. This prevents another user from accessing the same document. SO Purchase Orders re-write: Rel 8.93h The new Ordering programs codes have reverted to 8SOL01vv ( previously 8SOL11vv ) 1: Orders are marked as "in use" when recalled to fix / receipt / cost. Can be cleared with 8SOX06MF 2: Option to prevent ordering of "not-for-reorder" items (status "E"). "Purchasing" setups (8SOL29C0), subj. 1 "Purchasing Controls", "Ordering", "E"rror if 'not for re-order item. If not set, a warning is given. 3: Costs can now be updated when receipting. "Purchasing" setups (8SOL29C0), subj. 1 "Purchasing Controls", 3rd page "Update costs when "R"eceipting" - set to "R". 4: More data entry codes converted to upper case (when caps lock is off) 5: Order "plucker" (F3) now shows more appropriate Status code 6: In Costing, option under "sF1 System Functions", "F4 Costing Period", ability to change periods. 7: Option to update costs when Receipting rSOL29C0 SORC01 sym-flag-b (5) to w1-cost-on-recpt-sw R 8: 8SOX03UC to "Un-Cost" an order ------------------------------------------------ rSOL07vv Costing / Receipting Returns to 'document select" screen after each order is processed (saves a keystroke). (It displays the last order processed on the bottom line) "Costeer" fixed. Has an option to "Hold" payment (in creditors). This will set the eventual CRP record for the Supplier's invoice (i.e. the current costing) to "held". ---------------------------------------------------------------- ST StockTake See 8ST.DEV ------------------------------------------------ New module in development ---------------------------------------------------------------- SY System ------------------------------------------------ rSYL08 Print Manager 04/13 Changed to handle "open with" in reports / exports rSYL10 Cogito Menu Security (Passwords and security levels): The "Security Level" feature is now fully implemented. This allows you to have several users with the same password, but restricted access according to their "Security Level". If, say, a menu entry has passwords "SUPER" and "ALL", and you assign it security level "C", then only users with the appropriate password AND security level "C" or "D" will have access to that program. The "security level" can be assigned to a Password or to a Salesperson. rSYX06PX - Copy passwords 28/06/12 If you have set up a new password, this toolkit will copy all the menu and program passwords from an existing one. You can then make individual access changes as required. rSYL03 Date calculator rSYL16BF Batch file pre-processor For rnd-of-month etc. See 8SYL16BF.DEV rSYL29C0 s17 "Cogmail Settings 04/07/12 Default Server drive is now "S" (formerly "G"). If still running as "G", the "out box" and "Sent box" need to be entered as "G:\cogmail\out" etc. ============= END ==============================================