Enhancements:

1. Handles list of printers on terminal server.

Bugfixes:

1. Fixes issue with Debtors ledger export for Bank.
2. Fixes issue with saved printer not being correctly loaded.

Versions:

1. PFIM Update to 3.1.0.57

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Added additional check box on StockMastDetails to enhance the Mobile Application integration – this check box gives users the ability for the Purchase Orders on the mobile device to only display stock items where this is checked on – effectively filtering out all irrelevant stock items from the list

Bugfixes:

1. Fix previous enhancement of system formatted short date on the Gross Profit report.

Versions:

1. PFIM Update to 3.1.0.42

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Bugfixes:

1. Changed procedure so that Appointments linked to Job Cards are not re opened on saving a Job Card that is not closed (where JobsAutoScheduleOnOpen is FALSE this process is not run at all so the appointments are not touched when Job Cards are saved) – this was causing a problem for Mobil Application users where the Jobs were re added to the technicians lists when the office saved the Job before closing it.

Versions:

1. PFIM Update to 3.1.0.40

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Faster searching large pick lists in MySQL.

Bugfixes:

1. Fix Purchase orders notification panel crash in Access versions.

Versions:

1. PFIM Update to 3.1.0.36

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Features:

1. Can now hilite Jobs in the Bulk Job Card Management window where there have been issues to the Job Card within a specified period – makes it easier to see which Jobs should be invoiced or closed.

Enhancements:

1. Rebranding to new Peritus and PFIM logos.
2. Can now hilite Jobs where there have been issues to the Job Card within a specified period – makes it easier to see which Jobs should be invoiced or closed.
3. Serial Numbers now appear in the Serial Number tab of the Job Card – functionality still accessible from the TIme And Material tab.

Bugfixes:

1. When selecting a Job Card from the Bulk Job Card Management window the previous Job Card was not unloaded first and as a result some information from the previously loaded Job Card remained – now fixed.

Versions:

1. PFIM Update to 3.1.0.32

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Implimented fix for HD displays where windows tries to increase the font size and renders forms unreadable

Versions:

1. PFIM Update to 3.1.0.26

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Implimented fix for HD displays where windows tries to increase the font size and renders forms unreadable

Bugfixes:

1. Fixes data structure issue for MS Access based systems affecting the creation of service schedules

Versions:

1. PFIM Update to 3.1.0.24

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Implimented fix for HD displays where windows tries to increase the font size and renders forms unreadable

Bugfixes:

1. Fixes data structure issue for MS Access based systems affecting the creation of service schedules

Versions:

1. PFIM Update to 3.1.0.22

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Implimented fix for HD displays where windows tries to increase the font size and renders forms unreadable

Versions:

1. PFIM Update to 3.1.0.21

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Implimented fix for HD displays where windows tries to increase the font size and renders forms unreadable

Bugfixes:

1. Entry screens that permitted Alt V to extract VAT from an amount still used the old 14% VAT rate

Versions:

1. PFIM Update to 3.1.0.20

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Added button on Account Setup to Apply VAT Rate changes to all NON-Zero VAT Customers, Suppliers and Stock

Bugfixes:

1. Added code to populate the ACCOUNT STATUS with “ACTIVE / CURRENT” if it is blank. A Blank Account status field gave an Index error and would not save changes.
2. Changed the Refresh Button TOOLTIPTEXT to “Reload Pick List” from “Reload Jobcard List”. The Jobcard List is also used for Quotes and on the Quotes Caption the refresh button also said “Reload Jobcard List”
3. Made the UserName in User Access uneditable – user name must be selected

Versions:

1. PFIM Update to 3.1.0.18

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Enhancements:

1. Added use of attached images to quotes
2. Added ability to link / unlink Job Card Items to / from Invoices
3. Added ability to schedule multiple schedules in same month for 1 contract
4. Extended and improved tasks for Job Cards / Serial Numbers

Bugfixes:

1. Change Caption on window from AGING to MATCHING
2. On attached images screen – when editing a row in the grid – if there is no Transaction Type specified use the text in column 2, if no reference is specified used what is in column 5
3. Added error handling to the Debtors Master file to handle RTE of no customer selected before clicking save or editing
4. Drs Crs non stock grid – force the cursor into column 3 if it is in a column less than 3 – also introduced error handling in the Grid Edit function
5. Fixed sort order for list of Job Cards where Job Card No is a numeric ie no alpha characters in the JobCardNo
6. Invoice form – added error handling for where a valid stock item was not selected and the row was not ticked as non stock – caused RTE
7. Added customer code as a parameter to the Print Job Card function
8. Added use of SystemID and added default records if not present to Attached Images editing form
9. For quotes and attached images – made use of function to translate attached image path between web interface and full client
10. Changed the Refresh Button TOOLTIPTEXT to “Reload Pick List” from “Reload Jobcard List”. The Jobcard List is also used for Quotes and on the Quotes Caption the refresh button also siad “Reload Jobcard List”
11. Added code to populate the ACCOUNT STATUS with “ACTIVE / CURRENT” if it is blank. A Blank Account status field gave an Index error and would not save changes.
12. Made the UserName in User Access uneditable – user name must be selected

Versions:

1. PFIM Update to 3.1.0.16

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Features:

1. Added ability to set the customer lat/long by using Open Street Map
2. Added the ability to add items on a supplier quote request to a PO

Enhancements:

1. Added error handling to Cashbook
2. InitCBGrid Brought Supplier Quote Request to front after loading
3. Ensured that a valid customer account is selected for invoicing
4. Changes to the Maximizer integration module – we now share the module with the PFIM_Maximizer_Update_App – we need to set PFIMMaxJob.PFIMMaximizerIntegrationMode = 0 in order to enable the full client integration so that the user is notified via MsgBox instead or logging to event log and error log
5. Added supplier quote request comparitive report Fixed a lot of issues where the line items from quotes and quote request could have gotten mixed up
6. Added AltPeriodEndDate to the create new year function and the create new year on startup and the change year end function

Bugfixes:

1. For the Job Card Selection list – added the ability to search where Quote, Sales Agent, Referring like instead of =
2. Correctly sorting of Job cards on the selection list when the Job Cards are numbered numerically (ie without a Jin front)
3. Corrected the label when the user was asked if they wanted the system to unload the Job Card – and then unloaded the Job Card – the Job card was not actually unloaded previously
4. The supplier quote request language strings were coming from quotes – now fixed
5. Corrected a spelling typo on the Purchase order selection screen when clicking on the retrieve button without specifying a purchase order number
6. Added remaining fields to Supplier Quote Request that had been left out off the form

Versions:

1. PFIM Update to 3.1.0.12
2. PFIM TimeSheets Update to 3.1.0.2
3. PFIM HR Update to 3.1.0.2
4. PFIMMaximizer Update to 3.1.0.25

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

1. Filter Job Card List based on customer reference

Versions:

1. PFIM Update to 3.1.0.9

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Features:

1. Added the ability to copy a supplier quote request to a new quote request

Enhancements:

1. Added AuditTrail column to CustAccTrans form
2. Added a menu option to the Menu Bar on the MDIForm to reprint a transaction for an AuditTrail number
3. Can now filter the JobCardList by Referring (used to be labelled Categories on the Job Card Selection screen) – Must have Maximizer integration ticked On
4. Added Go To Quote button on the Job card
5. Added the use of AuditTrail number to Manufacturing – Issue into production, Receive back from production
6. Added the use of AuditTrail number to Returns of finished goods (dis assembly)
7. Added the use of AuditTrail number to PurchaseOrders GRV (Receipts of goods into stock)
8. Added the use of AuditTrail number to Stock take write off
9. Added the use of AuditTrail number to Invoices and Credit Notes
10. Added the use of AuditTrail number to Stock Receipts
11. Added the use of AuditTrail number to SerialNumberTransactions
12. Added a GoTo Job Card button on the Quote

Bugfixes:

1. Fixed problem where user was unable to select a Job Card
2. Fixed problem of unable to print Unit Service History Report
3. Swapped Make and Model column headers on the list of Serial Numbers at a customer
4. Fixed a column count bug in the frmSerialNumberClassesStandardHours form
5. Fixed issue where the system was not automatically marking the Job Card as invoiced on the Form – when the Job Card was saved this unmarked the Job as invoiced in the database
6. Brought Job card to the foreground – sometimes it was loaded but hidden behing other forms (and Quote Request and Quotes)
7. Fixed a potential issue when copying Quote Requests to a new Quote Request – we were ignoring BranchCode
8. Supplier Quote Request labels were actually using Quotes labels – fixed
9. Fixed potential problem where copying a Quote request to a new quote request and / or copying a Quote to a new Quote the quotes could copy a quote request and vice versa
10. Fixed issue where printing the Sales Reps Commission / Debtors Journal report printed a receipt if a receipt and an invoice had the same reference number.
11. Brought JobCards.DateCompleted into the Contracts Job Costing WIP report

Versions:

1. PFIM Update to 3.1.0.8
2. PFIM TimeSheets Update to 3.1.0.2
3. PFIM HR Update to 3.1.0.1
4. PFIMMaximizer Update to 3.1.0.9

Replaces=All
Depends=PFIM-Upgrade-3.1.0.2

Features:

1. The Job Card form has been amended to display relative data grouped in tabs. The form includes a grid of Invoices for the Job and a grid of Purchase Orders for the Job. It also includes the value of Purchase Orders outstanding and the total of the Invoices to date for the Job Card. For organisations that require it a tab can be enabled via system settings to display a grid of custom job card data.

Enhancements:

1. The customer account transactions screen goes red if the running total does not balance to the aged balance on the master file – may indicate a need to recalc the Debtors
2. It is now possible go directly to the Quote from the Job card
3. If a quote has been converted to a Job and the user is now invoicing from the quote (the user may want all the line items to appear on the invoice) – the system asks if the job card must be linked to the invoice in which case it enters the Job Card number in the delivery note field of the invoice.
4. Formatted values on the Jobcard – used thousands separators to more clearly show values

Bugfixes:

1. When saving a serial number – in MySQL versions the date was not being correctly formed which caused the update to fail on later versions of mysql
2. Changed tool tip text on referring field of the job card – was repeating what was on the job details
3. Fixed an issue where in control of state if an item from a PO was part received – the PO status panel showed the PO as being not being billed to JobCard
4. Updated pFIM to launch the PFIMWebUpdates_2016.exe program instead of the PFIMWebUpdates_2015.exe program to make use of the new PFIM_2016.aiu file – this was preventing the latest update from being recognised
5. When posting a journal entry to the creditors control and a creditor has not been specified or the specified creditor account number is not found the error message was never displayed as it was after the statement that exited the procedure – now the error message displays correctly
6. Fixed a bug when processing issues for the previous year – tried to update the wrong field in StockMast
7. Fixed the update of the Last Issue Date on StockMast when updating issues – used to always replace the Last Issue Date with the date of the current issue – sometimes this is earlier than what is already there – the system now uses the latest of the 2 dates
8. The issues update process sometimes used the incorrect issue reference which caused a problem if multiple people are processing issues simultaneously

Versions:

1. PFIM Update to 3.1.0.2
2. PFIM TimeSheets Update to 3.1.0.1
3. PFIM HR Update to 3.1.0.1
4. PFIMHospitality Update to 3.1.0.2
5. PFIMCuttingCostCalc3 Update to 3.1.0.1
6. PFIMMaximizer Update to 3.1.0.1

Replaces=All
Depends=PFIM-Upgrade-3.0.7.378

Enhancements:

1. Changes to the way the user selects the statements for group of companies

Bugfixes:

1. Resolved issue of newly created Job Cards give repeated message of no appointment exists for the job even though it has been scheduled

Versions:

1. PFIM Update to 3.0.0.379

Replaces=All
Depends=PFIM-Upgrade-3.0.7.366

Features:

1. PFIM Update to v3.0.378

Versions:

1. =PFIM Update to v3.0.378

Replaces=All
Depends=PFIM-Upgrade-3.0.7.366

Enhancements:

1. Added user access rights for view and edit of scheduling

Bugfixes:

1. Clicking on customise label captions on the Take On forms caused a GPF when clicked – button is no longer enabled/visible
2. Fixed security access to Purchase Orders from Job Cards
3. When system is set to use new scheduling feature – the user is repetitively prompted that an appointment does not exist for this job card – now fixed

Versions:

1. PFIM Update to 3.0.6.375
2. PFIM TimeSheets Update to 3.0.0.89
3. PFIM HR Update to 3.0.0.69
4. PFIMHospitality Remains 1.0.0.43
5. PFIMCuttingCostCalc3 Remains 3.0.0.49
6. PFIMMaximizer Remains to 0.1.0.88

Replaces=All
Depends=PFIM-Upgrade-3.0.7.366 or later

Enhancements:

1. Time to load pick lists and therefore overall program load time is vastly improved

Bugfixes:

1. Fix problem introduced in 3.0.7.372 where user does not have edit or view access to Debtors – resulted in login error

Versions:

1. PFIM Update to 3.0.6.374
2. PFIM TimeSheets Remains 3.0.0.88
3. PFIM HR Remains 3.0.0.68
4. PFIMHospitality Remains 1.0.0.43
5. PFIMCuttingCostCalc3 Remains 3.0.0.49
6. PFIMMaximizer Remains to 0.1.0.88

Replaces=All
Depends=PFIM-Upgrade-3.0.7.366 or later

Enhancements:

1. Can now display the Job Card from the appointment (From New scheduling Module)

Bugfixes:

1. When changing a Stock name and the field exceeds 50 characters the program GPF. Added code to now display a message that the field is longer than 50 charaters and then trims it to 50 and saves.
2. When changing a Debtor and General Ledger Account name and the field exceeds 50 characters the program GPF. Added code to now display a message that the field is longer than 50 charaters and then trims it to 50 and saves.
3. When changing a Creditor name and the field exceeds 35 characters the program GPF. Added code to now display a message that the field is longer than 35 charaters and then trims it to 35 and saves.
4. Posting of zero values in Journals causes the program to fail. Now it no longer fails.
5. Fixed an Invalid use of null in the purchase orders from the fix that tried to remove CrLf and Tabs from data that needed to be clipped into the PO grid
6. Fixed a bug in access versions on custacctrans show transaction relating to date time format in sql instruction
7. Added error handling to the show calendar from the menu bar on IAMDIMain
8. System now saves PersonResponsibleContactID into the Appointment – also fixed an error message to say that you must specify a valid date and time for the appointment – the message was ambiguous

Versions:

1. PFIM Update to 3.0.6.372
2. PFIM TimeSheets Remains 3.0.0.88
3. PFIM HR Remains 3.0.0.68
4. PFIMHospitality Remains 1.0.0.43
5. PFIMCuttingCostCalc3 Remains 3.0.0.49
6. PFIMMaximizer Remains to 0.1.0.88

Replaces=All
Depends=PFIM-Upgrade-3.0.7.366 or later

Features:

1. PFIM Scheduling now allows multiple appointments per Job Card – each appointment is assigned to a Technician and is displayed for the duration of the appointment. The PFIM Scheduling interface allows drag and drop editing.

Enhancements:

1. Added Company Registration Number to Creditors Master file
2. Added VAT Registration number to the Creditors Master file

Bugfixes:

1. Fixed issue with netoffdebtors aging for MySQL users
2. Added net off debtors aging functionality for group of accounts for MySQL users
3. Selecting the option to run the Order Book report from the JobCostingReports menu now sets the from date and time automatically like the normal WIP report.
4. For MySQL users the WIP report would print newly opened jobs from the 1st of the new month – now fixed
5. When retrieving saved batches from Old Cashbook – the system did not match off the transactions that were being paid / matched.
6. When retrieving saved batches from New Payments Cashbook – the system did not match off the bank transaction.
7. Fixed issue with cutting cost calc quotes pick list for access database users
8. Fixed issue in purchase orders where non strict branch control and not using PO control of status and customer is ordering stock for a branch other than the default branch (usually 000) then the system does not create a record in PurchaseOrdersDetails for branch 000 – the correct PO report needs to be copied placed in the Reports folder that does not join on BranchCode between PurchaseOrders and PurchaseOrdersDetails
9. Fixed error message when recalculating modules – always said error recalculating GL – now says the correct ledger that is being updated
10. Added a recalc of the InvoiceHistDetails.FinPeriod column – this is required for sites running the web interface and specifically the JobCards profitability charts
11. Changed the number of characters allowed for the ID column of the export Debtors Ledger to 7 characters – used to be 5 but this was no longer sufficient
12. Reconciling form – changed code to now export the grid based on which ever Tab is visible. The program was only exporting the RECONCILING ITEMS grid

Versions:

1. PFIM Update to 3.0.7.366
2. PFIM TimeSheets Update 3.0.0.88
3. PFIM HR Update 3.0.0.68
4. PFIMHospitality Update 1.0.0.43
5. PFIMCuttingCostCalc3 Update 3.0.0.49
6. PFIMMaximizer Update to 0.1.0.88

Replaces=All

Enhancements:

1. TimeSheets – JobCards list screen used to pop up when the app started up – this was in order to set screen colours – now uses a temporary form that just says that TimeSheets is loading
2. TimeSheets – Form is now resizable – Desc and Notes now uses the remaining space on the form / grid

Bugfixes:

1. PFIM Fixed WorkInProgress printing – the system only included data up to 00:00:00 of the specified to date – fixed to include data up to 23:59:59 of the specified to date

Versions:

1. PFIM Update to 3.0.6.362
2. PFIM TimeSheets Update 3.0.0.87
3. PFIM HR Update 3.0.0.58
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 remains 3.0.0.47
6. PFIMMaximizer remains to 0.1.0.86

Replaces=All
Depends=PFIM-Upgrade-3.0.6.360 or later

Enhancements:

1. The View labour costs setting now sends this setting to the Job Card Progress costing report – the standard report has been changed to not show labour costs or costs if the user does not have access
2. Users denied access to View Labour Costs or View Costs – the Cost field on the Job Card is now hidden
3. Stock Master file now handles denied access to view costs and view labour costs better – specifically to do with allowing the user to change the product category

Bugfixes:

1. PFIM – Fixed an issue with linking Job Card items to invoices – got ODBC error
2. PFIM – Fixed a problem with attached images – on ODBC the path to the image / file is stored with /s due to MySQL escaping the \s – some programs (acrobat reader) did not handle / in the file name correctly
3. PFIM – Fixed access issue whereby an operator needed Debtors master file access to fix linking / matching of creditors transactions
4. PFIM – Fixed not being able to delete a product category
5. Time Sheets – Fixed a problem when the Job Card contained a CRLF in the Job Notes – the line did not populate and display correctly in the time sheets grid when recalled – subsequent saving would then drop the details and the time category from the time sheet

Versions:

1. PFIM Update to 3.0.6.360
2. PFIM TimeSheets Update 3.0.0.84
3. PFIM HR Update 3.0.0.58
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 remains 3.0.0.47
6. PFIMMaximizer remains to 0.1.0.86

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334 or later

Versions:

1. PFIM Update to 3.0.6.358
2. PFIM TimeSheets Update 3.0.0.82
3. PFIM HR Update 3.0.0.58
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 remains 3.0.0.47
6. PFIMMaximizer remains to 0.1.0.86

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334 or later

Enhancements:

1. PFIM – Added the use of Matching Chains to calculate the allocated amount in DrsTrans and CrsTrans if set that way in the system setup – defaults to off
2. PFIM – Added the ability to amend matching chains
3. PFIM – Changed the contact with customers to add a new record if the contact notes are modified and saved instead of just writing a new date against the old information
4. PFIM – Blocked access to matching unless the operator has access to edit the master file or access to journals or cashbooks
5. PFIM – Created new access right SystemContractsEdit – this allows a person to be granted access to view contracts but not edit contracts.
6. PFIM – Created new access right SystemContractsSerialNumbers – this allows a person to be granted view access to contracts but with the ability to edit serial numbers on the contracts.
7. PFIM – Where access is restricted to branches and a combo box is provided to select a branch – the combo box selection now defaults to the specified / selected branch where appropriate.
8. PFIM – PFIMPrinting now returns a true or false on opening the report so that the system can abort on eg. report file not found instead of giving a whole string of error messages
9. PFIM – Bank text file upload now excludes records settled in prior month +1
10. PFIM – Calendar picker now defaults to the date specified in the control – if it is not a valid date then it defaults to the current date
11. PFIM – Added a date picker to Serial Numbers form
12. PFIM – Added the option to print a serial number report for technicians and another report for the admin side that shows updates from the mobi devices
13. PFIM – If the user does not have access to view labour costs then he cannot change the category of the stock item

Bugfixes:

1. PFIM – Reconcile.frm : changed code to now export the grid based on which ever Tab is visible. The program was only exporting when TabControl = 2.
2. PFIM – Service History for SerialNumber did not export to excel as the name of the file to save contained : , Replaced : with _ and it now saves.
3. PFIM – Fixed issue with the system automatically calculating settlement discount
4. PFIM – Fixed issue when scrolling forms instanciating frmUnboundGridForm – if the user was editing when they scrolled the grid – the edit box stayed where it was – giving the idea that they were now editing a different row. The system now gives focus back to the grid when scrolling which means that data entered into the text box is written back to the grid before it scrolls.
5. PFIM – Forms instanciating frmUnboundGridForm – when editing the row turned red – after saving it didnt go back to white – now it does.
6. PFIM – Fixed / implemented creditors matching linking chains
7. PFIM – If the service interval is > 32k then set it to 32k
8. PFIM – Fixed the system where the user entered an invalid Scheduled service date or next service date
9. PFIM – Fixed the calculation of the proposed service date where the service interval is > 32k
10. PFIM – Fixed situation where if the Job Costing menu was loaded and the user clicked on Program Environment, Company Setup or user access they were presented with the incorrect form
11. PFIM – Fixed a bug in DrsCrsTransLink where the system allocated the negative of what it should to the Creditors and Debtors payment – it also used to allocate the full amount of the payment instead of what was matched
12. PFIM – Fixed a bug in the JournalUpdate process whereby if a row had zeroes in the debit and credit column the value from the previous row was used and posted – this resulted in imbalanced entries
13. PFIMHR – Added error handling to reports from the WageRunList – if the system cannot load the report the user will be notified and no further error messages are displayed

Versions:

1. PFIM Update to 3.0.6.356
2. PFIM TimeSheets Update 3.0.0.78
3. PFIM HR Update 3.0.0.56
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 remains 3.0.0.47
6. PFIMMaximizer remains to 0.1.0.86

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334 or later

Features:

1. PFIMHR – Can now specify Allowance, Deduction and Other Earning Types in order to group items.
2. PFIMHR – Can specify a PFIM GL Code and Revenue Services reference code in order to provide information for reporting and grouping eg. IRP5s etc
3. PFIMHR – Now posts a journal to PFIM for a run.

Enhancements:

1. PFIM – Added code to accommodate more than 6 branches in Access versions
2. PFIM – Added code to link the InvoiceHistDetails to DrsTrans for the Invoice Total Amount – more information available in Invoice printing
3. PFIM – Added code to DEBTORSJOURNAL section to include the OverAllTotal and CurrencySymbbol from InvoiceHistDetails and the Invoice Amount from DrsTrans.
4. PFIM – Added quote statistics button to Sales and Budget form of Debtors – only displayed for MySQL customers with the Web Interface enabled
5. PFIM – Brought back the ability to change the customer on a JobCard but now with a lot of checks to ensure that the system is not going to be messed up
6. PFIM – Fixed problem when creating a new year in the financial calendar – the field is a date time field but was being set to early morning 00:00:00 on the last day of the month instead of 23:59:59 on the last day of the month – this causes problems for routines that use the field as a date time and not just a date.
7. PFIMHR – A run can now be specified as available to Timesheets and / or HR – if not for HR then all the details are not copied into WageRunAllowances etc
8. PFIMTimeSheets – WageRun pick list now only shows runs applicable to TimeSheets and open
9. PFIMTimeSheets – Excludes employees that are not currently employed from being selected in the user access control to grant access to the selected user to edit their time sheets – if they were selected before they will remain selected

Bugfixes:

1. Fix bug where users cannot create PO’s
2. Journals attempting to post into periods closed for posting now get failed before going any further
3. The screen for selecting saved journals now requires a double click to select the batch and the user can now click to select an item then click the delete button to delete the batch
4. Retrieving a saved batch with a reference other than Auto will remove the tick from Auto reference

Versions:

1. PFIM Update to 3.0.6.354
2. PFIM TimeSheets Update 3.0.0.77
3. PFIM HR Update 3.0.0.54
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 remains 3.0.0.47
6. PFIMMaximizer Updates to 0.1.0.86

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334

Bugfixes:

1. It was possible for 2 people to get the same Quote number if they we on the Quote Number inputbox at the same time – now fixed
2. PFIMMaximizer fixes relating to the Forecast_Revenue

Versions:

1. PFIM Update to 3.0.6.343
2. PFIM TimeSheets Remains 3.0.0.75
3. PFIM HR remains 3.0.0.42
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 remains 3.0.0.47
6. PFIMMaximizer Updates to 0.1.0.79

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334

Enhancements:

1. Cutting cost calc performance enhancements on the Order Book, Inquiry and Job Tracking reports

Bugfixes:

1. PFIM Maximizer update now updates the Actual_Revenue field in maximizer – there is a problem integrating with Maximizer where if the Actual_Revenue field is not set when changing the Status to 3 (Won) then Maximizer sets the Forecast_Revenue value to 0

Versions:

1. PFIM Update to 3.0.6.342
2. PFIM TimeSheets Remains 3.0.0.75
3. PFIM HR remains 3.0.0.42
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 Updates to 3.0.0.47
6. PFIMMaximizer Updates to 0.1.0.77

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334

Enhancements:

1. Cutting cost calc performance enhancements on the Order Book, Inquiry and Job Tracking

Bugfixes:

1. Fixed possible Calendar / appointment Run Time Error – overflow
2. Fixed label on MsgBox from “The Reference number specified has been used previousy” to “The Reference number specified has been used previously”
3. CCC print Works Order now raises the event and prints in PFIM – MySQL CCC hit RTE
4. For boolEnableCuttingCostCalc set the btnCopyToNewQuote to visible = false
5. Correctly set (fixed reporting issue) the toDateTime for Stock Sales Reports – Issues Reports where selecting by Date

Versions:

1. PFIM Update to 3.0.6.340
2. PFIM TimeSheets Remains 3.0.0.75
3. PFIM HR remains 3.0.0.42
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 Updates to 3.0.0.43

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334

Enhancements:

1. Added logging to AccountsAuditTrail and AccountsAuditTrailAdditionalData in respect of purchase orders – the system now logs creation of new POs, record of number of rows and status of PO at each PO save and the Status when only saving / updating the PO status.
2. Limiting the list of Quotes in CuttingCostCalc enabled systems to the most recent 1000 quotes – can still be filtered for a customer.
3. PFIM Cutting Cost Calc is now MySQL ready.

Bugfixes:

1. Added error handling to deal with system running out of memory if quotes list is too long.
2. Fixed possible point where blank PO number could have been inserted into PurchaseOrdersDetails where the PO is retrieved by Indent number and there is no PurchaseOrdersDetails record at the time.
3. Prevent saving of blank rows in PurchaseOrders – it was possible for the user to save blank rows – these rows would have no BranchCode or CompanyCode or StockCode but would have an OrderNo and would be stored – when the user called up the PO the blank records would not be displayed and thus could not be removed but on certain PO reports they would print.
4. Every row in the PO grid is now validated at save time to be a legitimate stock item including valid branch and company.
5. Aligned Stock Code and Description columns of Quote to be left centre aligned – stock codes and descriptions that started with numerics were treated as numeric values and automatically right aligned by the system.
6. Removed the refresh button on the Quote form for Cutting Cost Calc enabled systems – the tool tip text said it would undo changes since last save but cutting cost calc saves every time the user uses the the CCC module.
7. Quotes in ODBC sites now uses DateToHashedString in the insert into Quotes instruction, the SQL is also checked by the MySQLStrReplace function.
8. PFIMCuttingCostCalc – Part List – changed alignment of description column to be Left Centre – numeric ddescriptions were right aligned by the system.
9. Another update to the PO Status panel

Versions:

1. PFIM Update to 3.0.6.336
2. PFIM TimeSheets Remains 3.0.0.75
3. PFIM HR remains 3.0.0.42
4. PFIMHospitality remains 1.0.0.41
5. PFIMCuttingCostCalc3 Updates to 3.0.0.39

Replaces=All
Depends=PFIM-Upgrade-3.0.6.334

Enhancements:

1. Creditors remittance – checks that a valid financial period has been selected
2. Changed the URL of peritus wiki
3. Changed Max Length of LedgName/StockName field when creating a new master file to 50 characters
4. Added a show invoice button on the SerialNumber selection (left right selection screen)

Bugfixes:

1. For Maximizer integration – removed duplicate update of PFIMMaxJob.PFIMJobDescription = .Description
2. Changes to ODBC stock recalc process
3. Changed Stock Sales Report – Issues – to be aware of the issue time that is now being updated from the web interface – reports were excluding records issued on the ToDate specified
4. Change word ADVERTISMENT to ADVERTISEMENT on Company Setup
5. Change the wording for the Save Icon from SAVE SETINGS to SAVE SETTINGS under Support Tab
6. Change ShowLedgerTransactions – it gave a runtime error when AuditTrail number is 0
7. The Job description was aligned Centre – is now Left Aligned
8. Corrected Code to display the correct data in PO Notification Panel : outstanding value was negative (multiplied by Received and not QtyReceived) / Duplicated the code for the display of AWAITING GRV and AWAITING ISSUE TO JOB to be similar to that of SUPPLIER UPDATE
9. Changed PFIMLibA.dll – fixed date time format for boolODBC environments – recompile required here and all dependencies
10. Changed POStatus display screen – now uses qty received if the items have been grv’d and a backorder created
11. JobMenuMarkupSelected Changed : The program updated the heading row instead of the selected row. Changed the code to actually MarkUp the selected row.
12. Fix problem where negative QTY on PO resulted in the last positive amount on the grid to be written to LedTrans in place of the negative amount. The lines in the grid is also fixed where negative amount were showing in the DR columns.

Versions:

1. PFIM Update to 3.0.6.335
2. PFIM TimeSheets Update to 3.0.0.75
3. PFIM HR remains 3.0.0.42
4. PFIMHospitality remains 1.0.0.41

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Features:

1. TimeSheets – can search for a Job Card by job description in Access database – MySQL was done previously

Enhancements:

1. Increased email address fields to 255 characters – this allows multiple email recipients of documents that are automatically attached and mailed

Bugfixes:

1. Changed PO status view branch code to reflect the Supplier Branch code – ie the creditor rather than the stock branch code
2. Fixed a RTE when user selected the PO notification screen from the menu but the notification form was already opened but minimised
3. Fixed error on error handler on PO.Receive_Click
4. Implemented code to cater for Cost Of Sales to be derived from JobCard allocated cost centre’s Cost Of Sales code for POs update accounts, Suppliers Invoice (Stock linked) and Suppliers Credit note (Stock linked)
5. Fixed the error message when an invalid GL account code is specified for a stock item
6. ixed RTE if a null is specified in foreign exchange
7. Maximizer integration – fixed issue where quoted amounts in Maximizer were overwritten after saving a Job in PFIM – the integration module no longer writes back to this field

Versions:

1. PFIM Update to 3.0.6.332
2. PFIM TimeSheets Update to 3.0.0.74
3. PFIM HR remains 3.0.0.41
4. PFIMHospitality remains 1.0.0.40

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Features:

1. Added the ability to Archive records – Debtors Master file records only at this stage. A Debtor can now be allocated to 1 of 3 status s – Prospect, Active or Archived. Status can now be used in the pick list to filter out records that are not Active.

Enhancements:

1. Attached images form is now sizeable – the uRL to the image was sometime so long that it was difficult to read in the previous form size.
2. Added the ability to have user specified types/categories of Attached spread sheets
3. On the PO status window – added the ability to search within the PO number using a LIKE statement rather than =
4. Added a record to Accounts Audit Trail when a user requests/reserves a PO number
5. The Attached Images grid is hidden while being populated to speed up reloading of the grid in cases where there are many attached images

Bugfixes:

1. Added error handling to the form load event of the CreatRec.frm form
2. Added a button to create a Call Out from the customers master file.
3. Attached images now uses the LanguageStrings instead of TemplateSections description
4. Fixed issue in Debtors and GL when after saving the master file the system took you back to the first master file in the pick list. (Access DB only)
5. In GL Master – saving would always return an error message (which could be ignored)
6. Added error handling to SaveDrsMasterLabels
7. On debtors master added code to prevent the Customer Specific Pricelist button from being clicked when it was behind another form (Usually the customer pick list form)
8. Changed tool tip text on the Fault Report button on the main menu toolbar to Go To Fault Report instead of Add to Fault Report
9. With Purchase Orders – added error handling to AllocateSuppCode
10. Purchase Orders – the apply over all discount is now only available at status 4 for control of state
11. Fixed a GPF when apply over all discount was used in specific scenarios
12. Fixed an issue when return goods to supplier (stock inked) – the system used the default Purchase / Cost Of Sales account – now it uses the PO account specified for the Stock Item being returned.

Versions:

1. PFIM Update to 3.0.6.330
2. PFIM TimeSheets remains to 3.0.0.73
3. PFIM HR remains 3.0.0.41
4. PFIMHospitality remains 1.0.0.40

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Features:

1. Added system option – Job Costing – Invoice – Use Invoice Template Specified For Cost Centre – allows the system to be configured to use a specific invoice layout for each Job Cost centre – the old limit of Service BreakDown and Quote is no longer a restriction
2. Added functionality to Issue into Production screen to calculate how many of a finished product can be manufactured based on raw materials available
3. System can now debit a specified Cost Of Sales account per Job Cost Centre – from Purchase Order – Update Accounts

Enhancements:

1. Removed the word “Job” from Issue and Receipt Reference – to make the Reference number less than 15 characters where Purchase Order is a Back-order number
2. Added the ability to search for a document in the notification panel (currently we only use this for POs so this functionality is only available for POs)
3. FaultReportItems grid can now be scrolled from the scroll bar (track scroll enabled)
4. Added FaultReport button to the main menu

Bugfixes:

1. Sorted out the Tab order on Master files and Invoice and Credit note screens
2. Added error handling to Invoice.UpdateStockDetails
3. Fixed problem with update long descriptions for ODBC sites – added update of Receipts table and addressed a possible issue when specifying by date or period
4. FinishedGoodsCosting form was not brought to front on loading – now fixed
5. The EMail stationery for Invoices did not work correctly under certain circumstances – now fixed
6. Corrected Stock Master File button tooltip text to say Show Bill Of Materials instead of Attached Images
7. Job Cost Centres edit screen did not trim the fields that were being updated now fixed

Versions:

1. PFIM Update to 3.0.6.328
2. PFIM TimeSheets remains to 3.0.0.73
3. PFIM HR remains 3.0.0.41
4. PFIMHospitality remains 1.0.0.40

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Enhancements:

1. In control of state the Purchase Order form will now unload automatically after printing the PO (moving from Status 3 to Status 4)
2. Can now apply an overall discount to a Purchase Order – right click on the Grid and select Apply Overall Discount
3. On the PO the insert and delete row buttons are disabled after status 2 and the print requisition button is also disabled after status 2
4. Added the ability to use the data control to step through records on the Debtors, Creditors, GL and Stock master files
5. Added a refresh button to the Customer, Supplier and Stock Issues and Receipts forms that runs the UpdateLongDescriptions procedure to show the customer/supplier that the stock came from / went to even if it went via a job card.
6. On the Customer/Product , Supplier / Product, Stock / Customer and Stock / Supplier analysis form added the ability to show issues and returns to and from Job Cards to customers.
7. On the Customer/Product , Supplier / Product, Stock / Customer and Stock / Supplier analysis form added a total row for the months.
8. On the Customer/Product , Supplier / Product, Stock / Customer and Stock / Supplier analysis form added the ability to sort the columns by double clicking on the row headers
9. Added the functionality that the Date / time from the Invoice (from Job Card Items) now gets updated into InvoiceHistItems and gets pushed thru to IAMRepo.Invoice for Invoice report – can now use the date time from a time sheet posted to Job cards on an invoice.
10. The user is now prompted to save changes on the Job Card before printing the Job Card Progress Costing report
11. The PO status panel now displays the order quantity x the order price for items in status 4 (Awaiting costing)
12. The insert row and delete row buttons on the purchase order are only displayed in create new and continue create states
13. A new print PO requisition report now exists

Bugfixes:

1. On the Purchase Order when the user enters a received quantity and the stock item is set for track serial numbers the system displays the form to capture the number of serial numbers as per the quantity received. If the user reduces the quantity received the system was supposed to delete rows from the serial number capture form until the number of rows matches the quantity received – the system gave a RTE – now fixed
2. On the Customer/Product analysis form fixed the weekly analysis.
3. Removed the GP option for Suppliers / Product and Product / Suppliers analysis form.
4. Fixed a bug in Fault report where the selection of Quoted resulted in the opposite being displayed
5. Implemented a safe guard to prevent the user from double clicking on the Accept button of the invoice which resulted in 2 copies of the invoice being processed.
6. The new setting of ConvertJobToInvoiceUseCategoryGroup was not working if the user edited a line item in the Invoice that had come from a Job Card – the Category Group was overwritten with the Product Category of the selected stock item on the pick list – now fixed

Versions:

1. PFIM Update to 3.0.6.326
2. PFIM TimeSheets remains to 3.0.0.73
3. PFIM HR remains 3.0.0.41
4. PFIMHospitality remains 1.0.0.40

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Features:

1. PFIMHospitality – Added reservations / scheduling to Hospitality

Enhancements:

1. PFIM – Blocking a Creditors account now prevents invoices to be posted to the account via Receive Goods, Non Stock transactions and prevents creating a Purchase Order for the Creditor
2. PFIM – Added the Job Card number and the order value to the PO control of state status window
3. PFIMTimeSheets – Made Search for Job Card keyboard friendly – just press Enter to search while in the field to be searched

Bugfixes:

1. PFIM – Double clicking on an Appointment in the calendar view could take a long time if there were many customers on the system due to the time taken to load the customers into the drop down combo on the Appointment form. Now if the Appointment double clicked on has a customer specified already then the combo box is not populated thus speeding up load time of the Appointment.
2. PFIM – Can now process a PO to Accounts (Update Accounts) whether the PO form is loaded or unloaded after loading the update accounts screen.
3. PFIM – Fixed the invoice form – the frame captions were not displaying correctly due to no picture box behind control
4. PFIM – Fixed bug where if the system was set to use the Product Group for invoicing and an invalid Product Category was entered for the Stock Item – the System GPFd
5. PFIM – Added the option to save and unload the Job Card when processing POs to Job Cards
6. PFIM – Tightened up security relating to stock branches for Purchase Orders and Issues / Receipts and more accurately defaulting the Branch code on these forms based on the users access permissions
7. PFIM – It was possible to edit the first row of the Issues / Receipts Grid (Column Headers) (Row 0) and select a stock item into it – fixed now
8. PFIM – Fixed some label captions from Issue to Receipts and issued to to received from
9. PFIM – Receiving serial numbered items back from Jobs into Stock didnt create the items – now fixed
10. PFIM – PurchOrdDetails did not get saved correctly after the PO moved to IndentNo stages due to the update procedure relying on the OrderNo instead of the IndentNo
11. PFIM – Supplier Reference and Exchange Rate now gets saved into PurchOrdDetails so that they do not need to be entered more than once
12. PFIM – Income Statement, Balance Sheet, 1 month and 12 month now prints more meaningful column headings with dates
13. PFIM – 5 year prior and 8 year prior financials are now correct for MySQL systems
14. PFIM – Hid 2 fields on the SerialNumberSelection screen – they showed without being used under certain conditions
15. PFIM – The serial number selection screen (with the 2 columns) was sometimes empty even though there should have been serial numbers displayed – now fixed
16. PFIM – If the date was outside of the financial calendar or closed for posting the Receipts update process would not prevent the user from posting anyway.
17. PFIM – Fixed bug in Receipts of Serial Numbers if the Serial number didn’t already exist
18. PFIMTimeSheets – Fixed issue with Team Time Sheets – to do with WageRun – we tried to prevent already posted wage runs from being displayed in the selection list but this was not possible for Team Time Sheets

Versions:

1. PFIM Update to 3.0.6.324
2. PFIM TimeSheets Update to 3.0.0.73
3. PFIM HR remains 3.0.0.41
4. PFIMHospitality updates to 1.0.0.40

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Enhancements:

1. PFIMCuttingCostCalc3 now shows in the program environment form
2. Time Sheets Added ability to search and filter the Job pick list by JobCard number, Customer Account Number and Customer Name – LIKE search
3. Time Sheets It is now possible to capture time sheets using keyboard alone
4. PFIMDBUtility Can now open an ini file for a MySQL database configuration from a path containing a space

Bugfixes:

1. PFIM System used to check whether the Debtors ledger was open for postings instead of the Creditors ledger when processing a Creditors Credit Note (linked to stock)
2. PFIM When converting a Quote to a WorksOrder (using CuttingCostCalc module) the system did not set the path to the Reports or Custom Reports – as a result the printing of the Works Order failed with Report not found. Work around was to print from the Job Tracking screen
3. PFIM Bank reconciliation used the incorrect closing figures – it did not fetch records for the last day that the recon was being performed for due the transactions storing the time of the transaction but the query didnt specify time – query has been changed to use Period
4. Time Sheets Corrected error message – if the system is unable to open the TimeSheets database it reported that it was unable to open the PFIM database
5. Time Sheets Removed Data control from JobCardPickList and used a recordset data type to load the list from instead
6. Time Sheets Fixed a bug in Access based systems introduced with the ability to issue time at a foreign currency rate as specified in the Customer specific price list.
7. PFIMDBUtility Fixed multiple issues relating to export of data from access for import into MySQL
8. PFIMHospitality Fixed problem with printing customer statement from the main form – gathering information from POSs was not working

Versions:

1. PFIM Update to 3.0.6.322
2. PFIM TimeSheets Update to 3.0.0.71
3. PFIM HR remains 3.0.0.41

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Enhancements:

1. Can now edit labels on the Serial Number Master File screen
2. The serial number selection list now uses labels for Location, Division and Cost Centre as specified on the Serial Number Master File – these are also used in Contracts when selecting Serial Numbers to attach
3. PFIM Maximizer integration now retrieves the Region (custom field) – this is for m-files purposes

Bugfixes:

1. In Contracts if a Serial Number was used more than once (with a different Stock Code / Model number) at multiple sites they would all be displayed at all sites having the same serial number
2. Fixed PFIM_Maximizer integration – if Technician was * then a message was displayed saying that Maximizer couldnt be updated
3. PFIM_Maximizer integration – PFIM now only updates Maximiser quote price if PFIM quote price is >0
4. If the program experiences an ODBC connection error on start up the user can now try again and the system will retry to establish the connection – previously the system would hang.
5. When calling up Quotes and specifying a Customer Code – the system would not update the Quote Number field in the Quote Selection screen from the Quote List – this was quite misleading – now fixed for Customer Quotes and Supplier Quote Requests
6. When issuing stock to a Job Card from a stock location other than the default location (000) in a system NOT configured with Strict Branch Control – the system attempted to look up the Job in the same branch as the Stock Item – this resulted in a message being displayed “Job Card Not Found” and the selling price calculations then did not work resulting in the selling price being set to the cost price

Versions:

1. PFIM Update to 3.0.6.320
2. PFIM TimeSheets Update to 3.0.0.67
3. PFIM HR remains 3.0.0.39

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Enhancements:

1. Added drop down combos to select Technician and SalesRep in same format and behaviour as PFIM – ie. supporting ContactIDs
2. Weekly schedules can now have attached serial numbers
3. Users can no longer create Debtors, Creditors, GL, Stock, BOM, User, Branches with a ‘ or ” in the Code or Description
4. Users can no longer rename a Debtor, Creditor, GL, Stock, BOM, User, Branch item to include a ‘ or ” in the description
5. The show transaction now uses the AuditTrail number to group the records together as a transaction except for IN or CN transactions which now rely on DateTime and Transaction reference.
6. Serial Numbers will no longer accept ‘ or “”” into the description, Stock Code, Serial Number, Company Code, BranchCode fields
7. Contracts now posts the Technician and Sales Rep onto the Job Card when scheduled.

Bugfixes:

1. BugFix=Added error handling to PopulateServicesWeekly to prevent GPF
2. Fixed error if user typed in a Service Type letter (on the weekly schedule) eg W that does not exist in the drop down list
3. Populated the weekly schedules service type drop down lists with A-Z instead of just A-L
4. Added error handler to the attach Serial numbers to schedule function
5. Request for Discount now does not affect the Statement Balance on the Recon or Remittance screens
6. Fixed issues to do with reloading user defined objects (CuttingCostCalc and Contracts) when they were already loaded – the object were unloaded which then gave a RTE – now fixed
7. Editing the Issue Date of a Job Card Item would not indicate a data change (row should turn red) as a result if this was the only change to a row the change was not saved when the user clicked the save button – this is only for users that had access to edit the Job Card Grid.
8. The cutting cost calc button was visible on the Quotes screen even though the site was not enabled for it – now fixed.
9. Fixed PurchasesJournal report – it was excluding Purchases that contained no VAT. Also took a very long time to print – now optimised.
10. Fixed a problem where a user would create stock takes specifying a stockTakeID longer than 15 characters where only the characters after the 15th character differed – the system trimmed the StockTakeID to 15 characters therby creating Stock Takes with duplicate StockTakeIDs.
11. Fixed a problem where the old style cash book (receipts) would accept and post an entry dated for a period that was closed to posting for the ledger specified.

Versions:

1. PFIM Update to 3.0.6.318
2. PFIM TimeSheets Update to 3.0.0.67
3. PFIM HR remains 3.0.0.39

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Features:

1. Job Card Items can now have a foreign currency amount for selling price. This is only updated from the Time Sheets component currently. When a customer is set to be invoiced in foreign currency and a special price has been specified for labour stock items (in the foreign currency price) and time is billed to the job from Time Sheets – when the time is updated from Time Sheets to the Job Card – the foreign currency selling price is updated to the ForexSellPrice column of JobCardItems. This way when the Job Card is invoiced – the system can prepare the invoice at the appropriate rate in foreign currency.

Enhancements:

1. Stock Take Count Sheet – Changed program to only exclude Zero Qty’s and include Negative Qty’s if user select to not print Zero Qty’s. The program previously excluded both Zero and negative Qty’s when selecting not to print Zero Qty’s.
2. CASHBOOK.FRM and CUSTACCT.FRM – allow maximum of 50 characters to be entered in the DESCRITION field – The database allows for 50 but the program limited to 30.
3. Creditors remittance – can now exclude payments made after reconciliation date
4. PFIMTimeSheets – can now specify that time posted to a Job Card is rounded up to the nearest x minutes
5. PFIMTimeSheets – New report – shows customer special SellingPrice and currency used when time sheets are updated to PFIM (Job cards)

Bugfixes:

1. Creditors remittance – form was not taking into account any reconciling items for the creditors statement balance
2. Creditors remittance – payments not reflected on the supplier statement was taking in the whole amount – not just the difference between the statement and what has been captured
3. Fixed an issue with the tabs on the reconciliation form getting mixed up when the user saves and the grids are reloaded.
4. Fixed a potential data type mismatch on the reconciliation form to do with the reconciliation period.
5. PFIMTimeSheets – Made it easier to edit line items – the program no longer recalculates all the from and to dates and times when a change is made – only the line being edited is changed

Versions:

1. PFIM Update to 3.0.6.316
2. PFIM TimeSheets Update to 3.0.0.67
3. PFIM HR remains 3.0.0.39

Replaces=All
Depends=PFIM-Upgrade-3.0.6.312

Features:

1. Started to add functionality to creditors remittance print to attach report to email to supplier

Enhancements:

1. Customer Price Matrix now displays selling prices formatted to the decimal places as entered by the operator – this is because some implementations require many decimals due to rounding when invoicing.
2. Can now resize columns on the creditors remittance

Bugfixes:

1. The Data Maintenance tab contents was opening on the incorrect tab – now opens on tab 1 which is the backup tab.
2. Fixed issue iro creditors and bank recons where the system did not correctly calculate the closing statement balance after the user clicks the save button.
3. Fixed a GPF when clicking on the attach selected attached images button on the attached images form – this si the form where the user can use currently attached images on other related forms like between fault report and job card.
4. Fixed a situation where if the system was set to disallow issuing of stock into negative quantities and the operator tried to Receive Goods From a Supplier for an item that was zero or negative quantity – the system disallowed the user from selecting the stock item.
5. Fixed various issues relating to the integration of the CCC module
6. The recon form did not default back to the same tab as the grid that was displayed – eg, The Recon Items tab was selected but the normal items grid was displayed – now fixed
7. Removed debug logging to the error file for printing of invoices (was introduced to determine long print times)
8. Implemented a transaction on bank recon and supplier recon save – it was possible for a customer to lose their recon if something went wrong – also should speed up ODBC sites
9. Implemented error handling on Bank recon save (prevents GPF on error)

Versions:

1. PFIM Update to 3.0.6.314
2. PFIM TimeSheets Update to 3.0.0.54
3. PFIM HR remains 3.0.0.39

Replaces=All

Features:

1. Added Cutting Cost Calculator – for assisting with calculating the cost of profile cutting and quotations.

Enhancements:

1. Buttons on the Modules Menu now also appear on the tool bar of the main menu – in a later realsse of PFIM the Modules Menu will be removed
2. Added a feature to quote prefix where the system can create a quote number made up of characters and month digits and year digits like WJ$m$y would return a prefix of WJ0113 for a quote done in Jan 2013

Bugfixes:

1. Fixed issue iro the bank and creditors recons iro reconciling items – the system did not add the differences correctly
2. Fixed an issue in Purchase Order Capture where if the stock code was typed instead of selecting a stock item from the pick list – certain data was not entered automatically by the system – as a result the user was not able to later GRV the goods because the CompanyCode and BranchCode were among the columns for which data was not entered.
3. There was no useraccess check on the Serial Numbers button on the Modules Menu – now implemented

Versions:

1. PFIM Update to 3.0.6.312
2. PFIM TimeSheets Update to 3.0.0.51
3. PFIM HR remains 3.0.0.39

Replaces=All

Features:

1. PFIM HR – Added access rights for HR – was previously timesheet access only

Enhancements:

1. PFIM Time Sheets – Enabled scrolling the grid while scrolling the scroll bar on pick lists.
2. PFIM Time Sheets – Added a restriction to the time sheet capture screen whereby the system will only allow dates and times that fall between the from date and time and to date and time specified in HR against the pay run. If a start and end date / time is not specified then the system will permit dates and times 1 month prior to the specified pay run date.
3. PFIM Time Sheets – The system allows the words Job and Job Card that is displayed to be edited via the language strings – this for the legal profession that refers to matters rather than jobs.
4. PFIM Time Sheets – Restrict wage runs that are displayed in the pick lists to exclude wage runs that have been updated to HR or PFIM to prevent changes to time sheets after posting the times.
5. PFIM Time Sheets – Can now export the Time Sheet grid data.
6. PFIM Time Sheets – The text box for editing the description of the time used is now a large scrollable text box of 4 lines.
7. PFIM – JobCostingWIPSummary – changed the view by adding the SalesAgent for printing on the WIP report

Bugfixes:

1. PFIM Time Sheets – Set the report directory correctly (for access – MySQL seemed to be correct).
2. PFIM Time Sheets – Abort posting of time sheets to PFIM if the stock period is closed in PFIM.
3. PFIM Time Sheets – Wage run list – grid was not being reset before populating – as a result it was possible to call up a list of wage runs for printing purposes – then go to the menu option to post time to time sheets an runs that were already posted to PFIM or HR were still displayed on the grid – now fixed.
4. PFIM Time Sheets – Introduced error handling and transaction for posting of time sheets to HR
5. PFIM – On FaultReportFrm changed the wording ONLY UNQUOTED FAULTS to ONLY QUOTED FAULTS and changed ONLY QUOTED FAULTS to ONLY UNQUOTED FAULTS. It will now print the report with the correct selection. Previously when choosing Unquoted ti printed Quoted Faults and vice versa.
6. PFIM – Changed Invoice to use the StockMast.ProductType field – before it was only recording whether the stock item was summarised or not – now the system also uses the system setting ConvertJobToInvoiceUseCategoryGroup – if this is set then the system will insert the CategoryGroup of the selected stock item into the InvoiceHistoryItems table.
7. PFIM – Purchase Orders Capturing – if the user typed in the stock code – the system did not enter the Stock Item details into the PO grid – the result was that when the goods were received certain information was missing including the Branch Code and Company Code which made it impossible to receive the goods into stock.

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Enhancements:

1. PFIM Time Sheets – System checks that Job is not closed before allowing selection of Job Card
2. PFIM Time Sheets – Added Total Hours summary to the Time Sheet
3. PFIM Time Sheets – The Total Hourly summaries now support fractions of hours
4. PFIM Time Sheets – The calculation of hours on a per line basis now calculates fractions of hours
5. When Issuing goods – after the user edits a row the system places the cursor on the last row – it now leaves the cursor on the row that was edited – this is to resolve a problem experienced by users where they capture the A/C units issued and then go back and capture the serial numbers for each row – because the cursor went to the bottom of the grid each time the user forgot which row they were on.

Bugfixes:

1. In the Quote Reports menu – the labels for from and to selection criteria remained at From Quote Number / To Quote Number – should change when the user selects the option to print by Date – now fixed
2. PFIM HR and PFIM Time Sheets now checks if PFIM (and PFIM HR in the case of PFIM Time Sheets) has been run and default configuration set – this configuration is required by PFIM HR and PFIM Time Sheets.
3. Users sometimes reported a problem when printing reports that after the 3rd or 4th printing of the same report they got a message of The Microsoft Jet Database Engine stopped because you and another person are editing the same data. This is on a MySQL on Windows Environment – thought to be caused by the ODBC driver getting a 0 Records changed/updated because the data for the saved printer setting for the user is the same as what the system wants to change it to and thus does not need to be changed – thus the ODBC data driver received the appropriate message but mis interprets this to mean cannot update – have implemented a dbSQLPassThru parameter to force the Jet Engine to ignore the message – wait and see if this resolves the issue.
4. Changed Supplier Invoice update procedure for MySQL installations
5. Contracts – Fixed a problem when running a report from the Fault Report – user got a Boolean is required here error message.
6. Contracts – If the user typed in the Branch Code and Customer Account Number the system did not update the Branch Code field in the database – temporary work around was to select the customer from the drop down combo – now fixed.
7. Contracts – The serial number selection screen did not display the serial numbers at the customer – now fixed
8. Fixed problem of PFIMDBUtility.exe GPF on exit when run from command line either at installation or from PFIM data maintenance screen
9. PFIM HR – Fixed problem of EmployeeDetails not saving the termination date
10. PFIM HR – Changed the label “Compalsory” to “Compulsory” in LeaveDays

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Enhancements:

1. Users that do not have access to Debtors Master files could not see the pick list – so the program was modified to allow the pick list to populate if the user has access to any area requiring the list of customers
2. Added the Customer telephone Number to the Reports Database (IAMREPO) table DrsTransfiLt to be available for printing on Customer Statements

Bugfixes:

1. Right clicking on the list of transactions displayed after right clicking on Show Transaction – got error – now fixed
2. Made the Customer Details frame be at the top of the zorder by default on load of the invoice form – the invoice body is sometimes left as being the topmost frame and certain events can then prevent the operator from getting to the customer details
3. Fixed frmQuoteReports.frm as it did not cater for Access databases. It gave an error “A number or currency amount is required here” when trying to print the Quotation listing report.

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Enhancements:

1. The Quotes pick list now displays the Sales Rep in the list
2. When copying a quote – the Quote date of the new quote is now the current date and the Contact (Details1) is only copied if the new quote is for the same customer and branch
3. When creating Jobs from the Contracts Module – the system now adds the TechniciansContactID and creates a record in FaultReportItems – to make PFIM more integrated with the web interface and the contacts system

Bugfixes:

1. Can now delete items out of the Customer Price Matrix
2. Fixed bug when saving the fault report details when a selection had not been made iro Status, Priority, Expense Type, Incident Type, Technician
3. Fixed PO number from the Job Card iro sites where the user can specify/over ride the PO number
4. Fixed the calculation of the selling price of an item (issued to job iro a contract being specified) to be as per documentation
5. Fixed inter branch transfers of serial numbered stock items – the item was not being shown as In STock in the destination branch and therefore could not be selected from the list – now fixed
6. PFIM HR
7. Fixed user access modification form
8. Fixed save Employee Details function
9. Fixed the Exit from the program – user could had ended up stuck in the program as it didnt unload all forms when clicking exit
10. Fixed potential RTE in Company Details by adding CheckForNull

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Enhancements:

1. Copying a quotation will now set the new quotation to be current date, the Contact person is only copied if the destination quotations customer is the same as the source Quotation

Bugfixes:

1. Corrected the Stock issues to Job cards selling price markup procedure to be as per documentation
2. Fixed transfer of serial numbers inter branch – did not mark the item as being In Stock at the destination stock location
3. Fixed RTE on save of Fault Report Item details due to StatusID
4. Scheduling Jobs from the route contracts system now makes the Job visible in the Service Desk web interface – the Job also has an appointment set automatically.
5. The Exit button on the billable labour form has been removed – it had no functionality

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Features:

1. Peritus Financial & Inventory Management – Human Resources Management (PFIM – HR)
2. User Access Security is now in place to enable control access (login) to the HR system
3. Peritus Financial & Inventory Management – Time Sheets Management (PFIM – Time Sheets)
4. User Access Security is now in place to enable control access (login) to the Time Sheets system
5. Users can also be granted access to update other specified users time sheets

Enhancements:

1. Peritus Financial & Inventory Management – Time Sheets Management (PFIM – Time Sheets)
2. Job Cards no longer need to be selected from a list – they can now be specified / entered in the grid and the system will then fetch all relevant data to speed up processing
3. Additional system setting added to enable the system to be configured to update the Job Card line items as invoiced when invoicing a Job card even though the system is set to NOT mark the Job Card as invoiced
4. Additional user access setting to permit or deny the user access to the Job Card Template Items regardless of other system settings
5. When copying Quotations – the system now sets the date of the new quotation as todays date – also does not copy the Contact / Serial Number field if the customer of the new quotation is not the same as the customer of the quoatation being copied

Bugfixes:

1. PFIM
2. The exit button on the Job Cards Time allocation screen for billing time to Breakdown jobs has been removed – it performed no function previously.

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Enhancements:

1. Moved the maximiser integration to a user level switch – able to enable / disable on a per user basis.
2. Can now specify on a per user basis whether to display the calendar on login – see user access screen
3. Added system setting – Purchase Orders – Force System Control Of Sequence – if ticked on then the user is prevented from changing the allocated PO number
4. Contact Details form now shows the Contacts.ID value – this is so that the users can enter a valid ContactID into the columns of Sales Reps and Technicians
5. Added logged in as to the tool bar of the main menu – displays who the user is logged in as
6. Added – EnablePONotificationsShowOnLoad – if user is ticked on it will display the PO Notification panel at system login time.
7. Added OrderDate to the PO notification panel
8. Group accounts age analysis can now be printed for a Sales Rep / Area / Category
9. Reconciling items grid – pressing enter now moves the cursor to the next cell as with other grids in PFIM.
10. Previously the system would allocate a PO number and then wait for the user to click OK or agree to the PO number or change the allocated PO number – this resulted in other users being assigned the same PO number while the system waited for the first user to move on. Now the system gives the user a PO number (they cannot change the number) and then after accepting the number the system checks to ensure that the number is still valid before moving the user to the PO screen.
11. Added a check box for age analysis – Print For Group Of Companies
12. User can now display the job card when double clicking on the list of appointments from the Contacts Contact screen
13. The summarise check box now displays on the stock master file screen.

Bugfixes:

1. When saving reconciling items the system would add/duplicate new items each time the save button was pressed until the user reloaded the recon. Now fixed.
2. Status 1 Purchase Orders were not showing in the PO Status notification panel because the Status field was not being updated at save on creation stage – now fixed
3. Fixed issue where a user not authorised to update Job Cards could double click jobs in the Job Card Management interface – the counter of Jobs To close would increment – the user would have been prevented from actually closing the jobs if they clicked the tick – now if they do not have access double clicking will not increment the counter or mark the jobs for closure.
4. Also fixed an issue in the reconciling screen where after a save the user was not able to click on the reconciling items tab to show the reconciling items grid until they reloaded the recon – now fixed.
5. New payments cashbook – fixed issue where the system always deleted the last line in the grid
6. New payments cashbook – unmatched payments to creditors were updated as being fully allocated – now fixed
7. Fixed saving of JobCards.SalesRepContactID and JobCards.TechniciansCCContactID in respect of the new drop down for technicians and sales reps
8. Issues update – when updating the stock master file the system previously ignored issues from periods older then -11 – can now update to period -23 – which is the standard PFIM data summary of current plus 2 years previous

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Enhancements:

1. Added Location to serial numbers at customer/supplier list so that user could sort by Location
2. Added TechniciansContactID and SalesRepContactID to JobCards, SalesRepContactID to Quotes and TechniciansContactID to FaultReportItems for better integration with the Web interface
3. Replaced Sales Rep and Technician TextBoxes with Drop Down Combos on the JobCard, Quote and FaultReportDetails forms together with code that assists with specifying valid Technicians and Sales Reps.
4. Added additional functionality to Stock Graphs – can now graph quantities instead of just cost or sell
5. Can now specify number of copies to print from the Printer Interface interface from PFIM
6. Updated HR
7. Updated Timesheets

Bugfixes:

1. Saving ContactDetails – MySQL would not save the default contact method.
2. Added SavePOMemo to save PO procedure – before the memo was not being updated here.
3. Fixed statement print for single customer
4. Fixed bug in create new financial year – updating of CrsTrans Tmp created a problem – now fixed
5. Creditors Stock returns updated TotalSell and TotalCost incorrectly – now fixed – also now updates the DocType and ReceiptType
6. SaveStockCategories in MySQL environments did not save correctly now fixed.

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Features:

1. Added .ini configuration setting – PathToCustomReports
2. Added System Setting – Default Tax (VAT) Rate – previously the system defaulted to 14% but there was no way for a user to change this – now it can be edited in system settings

Enhancements:

1. Added new feature – show matching on Debtors and Creditors transactions screens
2. Added refresh button to the Debtors, Creditors, GL and Stock pick lists
3. Serial Numbers Master file – added Proposed Service Date – based on Last Service Date, Next Service Date and the service interval specified for the unit
4. Added the name of the company that the user is logging into on the Login screen
5. Changed help links to go to the new Peritus PFIM wiki pages
6. Added a link to Supplier Purchase Details from the menu bar of the MDI parent so that the user does not have to go to Customer Sales stats and change the option to Suppliers in order to get this report
7. Added Job Cost Centre filter to the Job Card Management module
8. Added a Round(AMount,2) SQL instruction to the creditors recalc procedure for CrsTrans

Bugfixes:

1. Further issues resolved relating to PFIM Maximizer integration
2. Making a change to the appointment for a Job Card no longer changes the Job Cards Open date. Changes to the scheduled start date are updated to the Job Cards Scheduled start date.
3. Fixed Potential bug when clicking the Edit Appointment button on the calendar – added checkValForNull – prevents possible invalid use of null
4. In old cashbook , journal and PO update accounts form – added code that reloads the pick list filtered to the specified branch to try to limit the possibility of the user selecting a ledger account from a different branch
5. Added a recalc of totals after deletion of a row – user was previously able to delete a row from a balanced entry then post up the subsequent imbalanced entry
6. Fixed message from CashBookVat screen – changed “The discount amount or bank amount have been recalculated” to “The discount amount or bank amount has been recalculated”
7. The Environment form now displays information for the PFIMPrinting module, it also shows the setting of PathToReports and PathToCustomReports
8. Added error handling to the function that creates a summary row when invoicing a Job Card – the system could have RTE if the Customer VAT rate was blank (Customer VAT rate is set by a trigger when creating a new customer based on the DefaultTaxRate in Company Setup table).
9. When processing a credit note for a customer the system previously checked to see if the Creditors ledger was open for postings instead of the Debtors ledger – now fixed.
10. Reconciliations – fixed some spelling errors – added match all and unmatch all buttons – added shortcut buttons between Recon and Remittance forms
11. Fixed date SQL issues on printing of Debtors Journals
12. Made printing of account transactions branch specific – this from the account transactions screen
13. Can now print Creditors detailed aging instead of having to print the Remittance report (which was incorrect)
14. When printing the Trial Balance for 1 month the function will now exit if an invalid from or to period is specified
15. Printing of Contracts – Grid Based – now filters on the Year specified – did not before therefore the report would select the month specified across all years
16. The right click menu that popped up on the Ledger Pick Lists would allow the user to rename the column header (row 0) now fixed
17. Fixed a date SQL issue when printing Customer Serial Summary
18. System now automatically recalcs the opening balance when prinitng GL reports (TB, Income Statement, Balance Sheet etc) for ODBC .
19. Amended create new year procedure to move the CashbookTrans.PeriodCLeared and CrsTrans.PeriodCleared and PeriodReconciled to 100 if >12 and CrsTrans Tmp changed the BatchNumbers of remittances pending

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Bugfixes:

1. Fixes PFIM Maximizer integration issues in PFIM releases 3.0.5.284 and 3.0.5.286

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Flags=Critical
Enhancements:

1. Serial number master file screen could take a long time to populate the drop down combo at sites with many serial numbers (tens of thousands) – the system will now only select serial numbers starting with the characters that are typed into the serial number dropdown control
2. Can now transfer serial numbers between customers from the serial number screen
3. There is now a system setting to specify whether the serial numbers attended to on Job Card report print automatically when printing a job card or not AND a check box is now available on the Job Card to tick on if the user wants to print this report while printing the Job Card – this check box defaults either on or off according to the system setting.
4. The list of Serial Numbers At Customer / Supplier is now sortable by double clicking on the column headers

BugFixes:

1. Closing Jobs from the batch management screen did not close a job if it selected for closing but was invoiced – now fixed

Depends=PFIM-Patch-3.0.4.284
Replaces=All

Flags=Uninstall / Reinstall
Features:

1. Creditors Remittances

Enhancements:

1. Job Card Management Screen allows selection by Job Cost Centre

Replaces=All

Flags=Critical
BugFixes:

1. System was not checking for Maximizer integration setting which caused an OCX RTE.
2. Editing of certain grids (specifically Job Cost Centres and Projects for Project Costing) did not display the text box so it was not possible to see what was being entered.
3. Creditors detailed age analysis was not displaying transactions that had not been.

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Features:

1. Job Cards Bulk Management Module

Enhancements:

1. Allow editing of the description all Debtors and Creditor transactions
2. Added refresh button to the Debtors/Creditors/General Ledger/Stock pick lists
3. Transfers of stock interbranch will now create the stock item if it does not exist in the destination branch

BugFixes:

1. Account transactions screen used to display the Amend Invoice menu and the Adjust Aging menu at inappropriate times
2. Debtors journal reports – the report was ecluding transactions that occurred on the date specifed as the to date – now looks to 23:59:59 of the to date specified
3. Export to Excel now now encloses all cell contents in double quotes – prevents splitting of cells across multiple columns when there are commas in a cell

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Flags=Critical
BugFixes:

1. Fixes the printing of statements for non group account customers

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. More fields available from invoices and credit notes for Statements report
2. Increased Customer Sales Order field to 50 chars and amended related screens – data structure update required
3. Update Bills of Materials now updates the date a raw material was last received

BugFixes:

1. Removed Issue Ordered Goods to Job button from Bill of Materials screen
2. Fixed BOM batch as 1 code – was previously working the wrong way around in the update BOMs module and was not enabled in other screens – now fixed
3. Fixed RTE when processing SupplierCreditNote (Stock Linked) – field not found CompanyRegNo – this is for Customers Invoice – set field Enabled=False – is now excluded when processing suppliers Invoices and Credits – also removed other labels and VAT Reg No for supplier transaction processing
4. Added cancel button to PurchOrderCapture screen – only visible to authorisers under control of state
5. Fixed update of stock items to purchase orders – quantities O/S now exclude cancelled and complete POs
6. Stock recalc now updates the LastReceiptDate on the stock master file iro Receipts from suppliers and WIP(Manufacture)
7. O/S PO items from supplier and stock screens now exclude POs where status>7

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. More fields available from invoices and credit notes for Statements report
2. Increased Customer Sales Order field to 50 chars and amended related screens – data structure update required
3. Update Bills of Materials now updates the date a raw material was last received

BugFixes:

1. Removed Issue Ordered Goods to Job button from Bill of Materials screen
2. Fixed BOM batch as 1 code – was previously working the wrong way around in the update BOMs module and was not enabled in other screens – now fixed
3. Fixed RTE when processing SupplierCreditNote (Stock Linked) – field not found CompanyRegNo – this is for Customers Invoice – set field Enabled=False – is now excluded when processing suppliers Invoices and Credits – also removed other labels and VAT Reg No for supplier transaction processing
4. Added cancel button to PurchOrderCapture screen – only visible to authorisers under control of state
5. Fixed update of stock items to purchase orders – quantities O/S now exclude cancelled and complete POs
6. Stock recalc now updates the LastReceiptDate on the stock master file iro Receipts from suppliers and WIP(Manufacture)
7. O/S PO items from supplier and stock screens now exclude POs where status>7

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. Provides additional information from invoices and credit notes for statements

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Flags=Critical
BugFixes:

1. Fixes RTE when processing suppliers invoices, returns

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Features:

1. All flex grids (in PFIM.exe) can export their data to excel

Enhancements:

1. Sales Orders reports are now available
2. Stock receipts from suppliers reports are now available
3. Issues Reports can now be select for stock directly issued / invoiced to customers OR issued to Job Cards
4. Implemented check if supplier reference exists when processing supplier documents – warn the operator
5. POs now get backordered into status 4 – awaiting costing
6. Stock items now have a PO summary similar to the PO summary available for suppliers
7. Added functionality to reload Job Card after issue if system setting is set

BugFixes:

1. Fixed alignment of column data on PO status view screen
2. Product summary was showing “label1” instead of the stock code in the product summary screen

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. Contracts module now supports up to 26 different contract types
2. Added field in Debtors Master file – Customer Company Registration Number – as required by SARS to be printed on Tax Invoices – individual stationerys to be amended in this regard

BugFixes:

1. Issue reference number on the issue into production screen is now updated to the latest expected Issue reference number
2. Suppliers orders for Jobs – JobSupplierOrdersList.rpt was not BranchCode specific – now fixed

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. Contracts module now supports up to 26 different contract types

BugFixes:

1. Issue into production used the same issue reference number for multiple issues – now fixed
2. BugFix1=Printing of invoices under certain conditions did not work
3. BugFix2=Implemented reference points in prinitng module to attempt to isolate causes of long delays

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. There is now an embedded PFIM viewer for images – this caters for Windows environments where the ShellExecute API is broken
2. The Stock Sales graphs now have a sub heading explaining what the graph is
3. The Job Card / Quotes / Supplier Quotes pick lists can now handle a tab in the Details2 and Details3 fields – previously a tab in these fields upset the column orders

BugFixes:

1. With access database the Pricelist report did not work
2. Fault report selection previous included records up to 00h00 of the to date specified – this excluded records for the date specified – now retrieves records up to 00h00 of the day following the to date specified
3. Excluded branches from branch selection combos where StockBranchOnly is ticked on
4. Added the path conversion function where images are uploaded via the Site Assets (web) interface to the interface that allows the user to link other attachments
5. Fault Report attached images are now branch code specific – system was not filtering the attached images to the specified branch of the site

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. When adding a sub job to a parent job there is now a system setting to prepend the sub jobs customer order number to the comments of the line items of the parent Job
2. Added the ability to match / unmatch all items in debtors and creditors aging screen
3. Can now Print Stock Categories
4. Can now Print Parent Accounts
5. Can now Print Cost Ledger Accounts
6. Can now Print list of Fault report Expense Types
7. Can now Print list of Fault report Incident Types
8. Can now Print list of Fault report Items Areas
9. Can now print list of Fault Report Status
10. In fault report – excluded Non Stock Branches
11. It is now possible to filter the stock receipts audit trail by ID

BugFixes:

1. Fixed bug when printing fault reports – when selecting filter for only quoted or only unquoted the sql instruction was not correct and resulted in an ODBC call failed
2. On the Job Card when right clicking and selecting Suppliers Orders -> Edit, Issue, View, Add, Remove – the system did not restrict the order to the Job Cards branch in the case of strict branch control
3. The query for JobCardProgressCosting in respect of purchase orders in strict branch control did not restrict the POs to the Branch of the Job
4. Fixed bug where in non strict branch control and where control PO state is not enabled – after printing the PO a message appeared indicating a failure to update PurchaseOrdersDetails

Depends=PFIM-Patch-3.0.4.248
Replaces=All

BugFixes:

1. When matching transactions for the group account of a group of companies – ticking on Show All Transactions only showed transactions for the selected account – not all the accounts belonging to the group of companies
2. When viewing transactions for the group account of a group of companies – clicking Print – would only print transactions for the selected account – not all the accounts belonging to the group of companies

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Enhancements:

1. Export of Debtors Ledger now only exports unsettled transactions and transactions settled in the current period instead of the entire history

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Flags=Critical
BugFixes:

1. After editing and saving a Contract makes the contract no longer available in the list of contracts – the customer account code for the contract was incorrectly updated.

Depends=PFIM-Patch-3.0.4.248
Replaces=All

Features:

1. Added the following system settings for Job Costing :
2. Allow User To Edit The Job Card Close Date – If this is NOT ticked – the system will use the current system date and time as the Closed Date when the Job Card is ticked Complete and saved.
3. Job Costing – Invoice – Do Not Allow Further Invoices Once Ticked – Once the Job Card has been ticked Invoiced – do not allow any further invoices to be processed – the Job will need to be unticked as Invoiced and saved first.
4. When Adding A Sub Job To A Parent Mark The Sub Job As Invoiced – If this is NOT ticked – the system will only mark the Sub Job(s) as Invoiced when the Parent Job is invoiced.
5. When Adding A Sub Job To A Parent Mark The Sub Job As Complete – If this is NOT ticked – the Sub Job(s) must be manually updated as Complete
6. When Adding A Sub Job To A Parent Use The Quoted Value – If this is NOT ticked the system will sum the selling values on the sub job items and use this sum as the selling value for the line item on the Parent Job
7. Job Costing – Invoice – Do Not Automatically Tick Job As Invoiced – Ticking this on will prevent the system from automatically marking the Job Card as Invoiced after an invoice is processed for the Job Card.

Enhancements:

1. Creditors Master File – Added the option to enter INTERNAL NOTES to a Creditor.
2. Enhancement1=Added StockBranchOnly option to system settings – these branches are excluded from all branch selections (Drop downs on Pick Lists and BranchPickLists) except for the Issues screen (InterBranch). This is to allow a technician to be allocated a stock branch for his vehicle that can be monitored. Stock can be issued from the SiteAssets web interface to the Jobs that the technician is allocated to.
3. Added an AttachedImagePath setting (not configurable via PFIM yet) in order to translate a path between a web URL and a LAN UNC
4. Added Technicians Route List report to CalendarRepports
5. Added drop down control for IncidentType to the Fault Report instead of the option button that only allowed selection of faults or call outs
6. When creating a new branch more of the 000 branches fields are copied into the new Company Setup record
7. To enable the Customer Order Number to be printed on the Statement. Linked the DrsTrans to InvoiceHistDetails to get the CustOrderNo and insert it into the DrsTransFilt and then into the Statement tables.
8. Added SystemLog – inserts a record when user logs in – time stamped with user name and PFIM_User_Login
9. Stock Sales Reports form – Added the ability to double click in the from date and to date (if the option is selected to specify by date) and select the date from the calendar control

BugFixes:

1. Fixed a bug in JobCards where if a site was working in strict branch control – the system did not observe the strict branch control when retrieving a job card.
2. Fixed a bug in Purchase Orders – when selecting from the PO Panel (Control of PO state) the system did not select the correct branch
3. Changed the message that was displayed when updating a stock take to the Opening Quantity On Hand to correctly display what was happening
4. Update long description procedure called from stock movement report did not work if the date format of the PC was not set to yyyy-MM-dd – changed to use the DateToHashedString procedure
5. fixes security access – in a multi branch system where a user has access to the last option (according to the field order in Users table) in one branch but not in a subsequent branch (the order being determined by the order in which the records are retrieved – currently BranchCode) – the user is then denied access and the -1 which granted the user access to the area is moved on by 1 position which is never accessed. Users were reporting that although they were granted access to approve costings – the approve costings section of the PO status screen was greyed out – now fixed.
6. User access screen initially brought up the incorrect sub form – ie not matching the sub tab that was selected.
7. Fixed printing of technicians list – gave a boolean is required here when run against MySQL db

Depends=PFIM-Patch-3.0.4.248
Replaces=All