EZeService Version 5.2.16 Upgrade Installation Notes
Only *licenced* users of EZeService are authorised to run this upgrade!!!!
Do NOT install this upgrade if you are running a later version. Only users of this
version or OLDER should install this upgrade!
These notes contain the following sections:
1. Installing the upgrade
2. Version History
1. Installing the Upgrade
o Please refer to the download page for instructions on installing the upgrade
2. Version History :
EZeService Release Version 5.2.16
(Updated 27 Jun 2008)
** Database change ** Tables: ezesepm
* Technician Schedule was not applying job status filter correctly when
selection All Open Jobs including Future Jobs. Now corrected.
* You can now update a supplier invoice into your accounting package when
integrated with MYOB or QuickBooks. Already integrated with other accounting
packages.
* New option to determine how Purchase Orders and Supplier Invoices are updated
into the Accounting package. This is especially relevant when integrated with
MYOB or QuickBooks.
* Purchase order is only updated into the Accounting package if specified by the
new parameter in General Parameters, however it is unconditionally saved in
EZeService.
* Purchase order is only modified in the Accounting package if specified by the
new parameter in General Parameters, however it is unconditionally saved in
EZeService.
* Supplier invoice is only updated into the Accounting package if specified by
the new parameter in General Parameters, however it is unconditionally saved in
EZeService.
* When inputting a Supplier Invoice into QuickBooks you can nominate the A/P
ledger it is to be assigned to in General Parameters.
* Show Service type and Equip desc fields were not being set correctly when
printing the Job Status listing. Now corrected.
* When printing the To-Do listing for all users, a different report is launched.
This allows for a different format if required when processing all users.
* When receipting using the QuickBooks integration, the AR Ledger nominated for
Invoicing is utilised.
* Error occurred when looking up delivery address if EZeService was installed
with a folder with spaces in it. Now corrected.
* Correct error when posting adjustment on invoice tab on customer control
centre when the program is installed in a folder with spaces in it.
EZeService Release Version 5.2.15
(Updated 19 Jun 2008)
** Database change ** Tables: none
* You can now do a partial stock search from the Job Input form by keying the
first few characters of the item code then pressing F5.
* Changes to job cost status listing. New option to only include jobs that have
not been invoiced at all.
* Changes to job cost status listing. Changed option to expand on including jobs
with invoiced lines. Now you can select invoiced lines, non-invoiced lines or
both.
* When creating more than one purchase order in the same session, the second and
subsequent purchase orders created, did not record the qty totals. Now
corrected.
EZeService Release Version 5.2.14
(Updated 12 Jun 2008)
** Database change ** Tables: none
* Changed the document date for quotes to print the date received field, this
can be modified on the Other details tab if required to be changed.
* Handle 7 character invoice document numbers when reprinting invoices.
* It is imperative the tax type is set in QuickBooks for all Item codes used
within EZeService, as QuickBooks requires this to be set when importing
documents. This is now checked to ensure it is done at time of entry.
EZeService Release Version 5.2.13
(Updated 02 Jun 2008)
** Database change ** Tables: none
* If raising labour in exclusive mode without entering hours charged and you
change to inclusive mode, the selling price would show as zero.
* When generating service agreement type jobs always automatically produce a PDF
report of the jobs that were generated and store in the Merge\SRVAGR folder.
* Introduce tax perc, incl nett, incl line and hder discount into the timesheet
lines table and apply logic to timesheet function.
* Job Invoice equipment record now includes the user defined checkboxes from the
job. This may be utilised on the Job Invoice if required.
* Next Service Due report was not sorting correctly when picking next service
due date. Now corrected.
* When printing the service report or invoicing the lines on the job did not
print in the same sequence as on the job. If date order was ticked it did. Now
corrected.
* Correct message regarding missing store code when entering service agreement
lines in the build function, instead if empty set to the default store code.
* When loading the job summary from the job input form, close the job input form
in case a resequence request is to be done.
EZeService Release Version 5.2.12
(Updated 22 May 2008)
** Database change ** Tables: none
* Correct error 1429 when updating an invoice into MYOB where no employees exist
in the MYOB database.
* Correct problem in Expected Renewals report when run from the Menu bar.
EZeService Release Version 5.2.11
(Updated 07 May 2008)
* When printing the parts history listing the to stock code is replaced
unconditionally by the from stock code. Now corrected.
* When printing the labour history listing the to job code is replaced
unconditionally by the from labour category. Now corrected.
EZeService Release Version 5.2.10
(Updated 06 May 2008)
** Database change ** Tables: none
* When integrating with Pastel 2004 an error would occur on logging in. Now
corrected.
EZeService Release Version 5.2.9
(Updated 02 May 2008)
** Database change ** Tables: none
* When entering through an invoiced job after changing the job from inclusive to
exclusive, the job total would change depending on the decimal places. If a line
is invoiced it is now locked in to its original values.
* When inputting technician Not Available times it was joining dates that had
different reasons but were for the same time zone. Now honours those times with
different reasons.
* When deleting technician Not Available times only the last line could be
deleted. Now corrected.
* Cater for embedded single quote in second delivery address line when
integrated with myob and importing invoices.
* If integrated with Pastel and line discount exists, pass the nett value to
Pastel to reduce the incidence of rounding differences caused by the Pastel SDK.
* Table "ezecurr" was not referenced in the Supplier Invoice form. Now
corrected.
* Show the bill to contact details on the Job Input form by separating the Owned
by and Bill To details. Previously the bill to info was not accessible.
* You can now complete Job Booking so that they no longer appear in the ToDo
list. You can also optionally load the Job to enter any further details.
* You can now complete a Job Booking from the ToDo list. It will automatically
load the Diary Booking form for the date in question.
* When adding a ToDo show the defaulted description.
* When completing a ToDo show the defaulted description.
EZeService Release Version 5.2.8
(Updated 28 Apr 2008)
** Database change ** Tables: none
* Invoice falsely reported that it did not update when integrated with
Evolution. Now corrected.
EZeService Release Version 5.2.7
(Updated 24 Apr 2008)
** Database change ** Tables: ezesecal
* Job Cost/Status listing now allows the service type field to be suppressed
from the report.
* Job Cost/Status listing now allows the equipment description to be optionally
printed.
* The Beginning of Day summary report now shows the bill to name and equipment
description.
* The Beginning of Day service agreement renewal was not updating the new fields
for inclusive and tax. Now corrected.
* Further changes to cater for header discount when integrated with an
accounting package that supports this feature.
* Allow for no employee codes in MYOB, used to cause a 1429 error.
* Supplier Invoicing now warns users that this is not integrated with MYOB or
QuickBooks due to those products not allows the originating order to be deleted.
The relevant EZeService updates are still carried out, however
* Follow-ups are now tracked together so that you can see the related entries /
conversation history.
* New column in ToDo Grid titled "Originating ID". If you click on the column
header calls related to the same incident will be grouped together.
EZeService Release Version 5.2.6
(Updated 17 Apr 2008)
** Database change ** Tables: ezesepm, ezesejbp, ezesejbl, ezesepartswk,
ezeselabourwk
* Now support Stock Assemblies when integrated with QuickBooks.
* Due to rounding issues the inclusive nett is now stored in the database and
not recalculated. All forms now utilise the database field including the Crystal
reports. You should use the new fields "inclnett", "incllndisc" and "inclhddisc";
if you calculate this currently in any Crystal reports.
* Header discount is now disabled when integrated with QuickBooks as QB does not
support this feature.
* Sometimes a line would disappear from the job permanently if the job was
displayed in date sequence and a line insertion occurred. Now corrected.
* When printing an invoice on a job that had invoices created during V4, the
following message would appear "Your selection returns a zero record number?
Ignored.". This no longer appears and the system simply reverts to the previous
method of printing that invoice.
* Include job code and job seqno in sort.
* New flag in General Parameters - Service Agreement section which states
whether or not you wish to use the previous technician code on a service
agreement job.
* Renew Contract, Beginning of Day process and Service Agreement Renew Jobs
functions to recognize new flag "Use Previous Technician code".
* Cater for spaces in folder name when producing the beginning of day report.
* When exiting EZeService a number would appear in a dialogue box. This has been
removed.
EZeService Release Version 5.2.5
(Updated 27 Mar 2008)
** Database change ** Tables: none
* When emailing from the Job Input/Edit form an error would occur writing to the
Job Activity table if the email was not sent or failed.
* There was an actions button on the other details page. This has now been
removed as it is already available at the bottom of the form.
EZeService Release Version 5.2.4
(Updated 18 Mar 2008)
** Database change ** Tables: none
* Only disallow changing from linked to non-linked if in edit mode when adding
customers.
* Check equipment id is the same as the job when renewing a contract, if not
default to the equipment id.
* When changing the date on a service agreement job using the calendar, ensure
the date change confirmation logic is activated.
* You can now select by the minimum contract start date when producing the Job
Cost/Status listing report.
* When printing an "In Progress" report (or any report using the job cost/status
listing) you can now elect whether or not to include lines already invoiced.
* When sending an email an error would occur when writing to the Job Activity
table. This may occur during any number of writes to this table from the Job
Input form. Now corrected.
* (ASR8495) If a job type code was a sub-set of another job type code then jobs
with this job type would be included in the filter on the job grid. Same applied
to service type. This has now been changed to exactly match the requested job or
service type.
* (ASR8495) The F5 locate key was not activating when hit from the Job Control
Centre. This would only occur if the Grid had the focus. Now corrected.
* You can now add remarks when entering in the time-sheet function.
* When you click on the add button in the time-sheet function, it will add a
line immediately after the current line selected.
* (ASR8495) Locate customer has been modified to include standard fields that
are located on for quick access.
EZeService Release Version 5.2.3
(Updated 26 Feb 2008)
** Database change ** Tables: ezesepm
* You can now import inclusive documents when integrated with Quickbooks.
* When integrated with Quickbooks the price would come across as exclusive
instead of inclusive when job is flagged as inclusive. Now corrected.
* GP was not changing when a header discount was applied. This is only
applicable when integrated with accounting packages that support document header
discounts.
* Cater for NULL fields from the company information table when integrated with
Evolution.
* When reversing a line on a job clear the purchase order/supplier invoice
related fields as well. Also display message if a purchase order/supplier
invoice was defined on the line being reversed.
* Hitting F5 to locate on technician code or labour category on the Supplier
invoice now works as expected.
* All crystal based invoices now take into account the header discount when
printing in Inclusive mode. Sub-totals at bottom of form are always printed as
exclusive.
* Pastel recommends that you update invoices through the SDK in inclusive mode.
Therefore you must now update in inclusive mode when integrated with Pastel.
* Enhance header and line discount calculation logic when working in inclusive
mode.
* Correct behaviour when navigating tabs on the Equipment Master.
* (ASR8416) Include parts on customised Job Card for Security Industry customer.
* New parameter on the Accounting tab to define whether or not the Customer
reference (Order No) on an invoice is mandatory or not. Valid options are
Y-Mandatory, N-Not mandatory, O-Optional with a warning.
* New option to print an in-progress job as a Quote.
* New job status "Awaiting Customer Approval" which is included in the "All
Awaiting Jobs" category on the Job Control Centre.
* You cannot update a job with a job status of "Awaiting Customer Approval".
* (ASR8399) Ability to ignore customers that are flagged blocked/inactive on the
lookup form.
* (ASR8399) Ability to ignore items that are flagged blocked/inactive on the
lookup form.
* (ASR8397) When integrated with Pastel Build 9.3.1 the
telephone/fax/mobile/contact did not show on the lookup form. Now corrected.
* (ASR8399) When modifying or cancelling in QuickBooks, message now reminds the
user to delete the original purchase order from QuickBooks manually, as the SDK
does not support this.
* (ASR8400) When invoicing a multi-sequence job, the actual completed date on
the job you were currently at was updated against all of jobs in this set. Now
corrected to retain whatever completed date was there and to calculate the next
scheduled date based on this date.
* (ASR8407) If you link 2 or more purchase orders to a single supplier invoice,
then it will now apply the lines to the appropriate job code when integrated
with Pastel.
14feb2008
* (ASR8399) Customer control center Refresh and Paging buttons were not working.
* (ASR8353) Default adding a new customer to "Linked To Accounts" when adding
from the Customer Control Centre.
* (ASR8388) Default service frequency to Not Applicable when adding.
* (ASR8388) default purchase order reference to user id.
* (ASR8409) was not being set which caused hours spent not to be cleared
* Replace any message of "OK to Post" with "Flagged for Invoicing" in Job Input
function.
* (ASR8388) When integrated with QuickBooks, allow "header" items to be used for
charging purposes, as Quickbooks allows this also.
* (ASR8308) When adding another purchase order to a Supplier invoice the invoice
date would be reset to the current date. Now corrected.
* When adding item lines to a job, if a prior line had more than one line and
the subsequent item had only one line, then the second line of the prior item
would be attached to this item. Now corrected.
* When copying a job it now also shows the equipment description for clearer
identification purposes.
* When copying a job back to a quote, ensure the purchase order related fields
are all cleared.
* (ASR8308) Ability to clear a supplier code from an invoiced line, where the
purchase order has not yet been raised.
* Receipt payment codes maintenance form caused an error 36 if data folder had
spaces in it. Now corrected.
* The terminal id is now stored against the product in the registry. You may
need to reset it after installing this update.
* When integrated with FinancePlus, the omission of the customer code at input
time, will now return an invalid customer.
EZeService Release Version 5.2.2
(Updated 31 Jan 2008)
** Database change ** Tables: none
* Further changes to not check if an invoice/credit note already exists in the
Accounting package.
* Check EZeService Invoice/Credit Note table for duplicates when updating an
invoice.
EZeService Release Version 5.2.1
(Updated 30 Jan 2008)
** Database change ** Tables: ezesepm
* If integrated with QuickBooks you can now specify the A/R control account that
all EZeService invoices should be updated to.
* You can now specify whether or not to check if an invoice number is already in
use in the Accounting package. It is highly recommended to set this on, but in
some situations where the SDK request is slow, you may wish to turn this off.
* You can now cancel updating an invoice when at the Date/Invoice No
confirmation form.
* When changing the equipment id on a job, you now must confirm that you wish to
proceed to do this, before the changes are affected.
* If a job has been deleted and you double-click on the invoice entry in the
Customer View, then display message to warn user. Previously it would load the
nearest job and not the relevant one as it wasnt there.
* Ignore on hold jobs when re-calculating the current service agreement dates.
* Warning message occurs when printing Technician Labour Cost/Sell rates. This
is now suppressed.
* Integration with Evolution enhanced.
EZeService Release Version 5.1.25
(Updated 08 Jan 2008)
Labour Category maintenance and Labour Sell Cost Rates maintenance each
invalidly reported that the service item was blocked for use, when in fact it
wasnt. Now corrected.
EZeService Release Version 5.1.24
(Updated 31 Dec 2007)
** Database change ** Tables: ezemasd
* Automatically produce expected renewals report each Monday.
* New option on the Equipment Master tab on the Customer Control Centre to
ignore equipment masters that have been flagged as "on-hold".
* Description can be modified if an invoiced line is of type Progressive invoice
or a Remark. This is achieved by right-clicking it.
* New option in Supplier Invoicing to not attempt to match new lines to existing
lines, thus preventing the confirmation window appearing each time.
* You can now add a quote into an existing job.
* You can now add a job into an existing job.
* Modified the Equipment Lapsed notices function to select using the new overall
contract start and end dates.
* Now integrated with latest version of MYOB Enterprise v5. Removes store code
'N/A' for physical stock items.
* Job Grid was ignoring the flagged for invoicing and other job filters. Now
corrected.
* You can now create a quotation from a job.
* Equipment Service Due listing now provides for a new option as to whether or
not to include on hold entries.
* Equipment Service Due report now hightlights if a line is "on hold"
* Allow for a payment term description when integrated with QuickBooks. This is
an information only field. Other accounting packages are controlled through a
specific payment term code.
* Set pop up calendar in y/m/d sequence to avoid error on leap years
* When integrated with QuickBooks allow up to 250 characters to be passed back
from the item description.
* In the Job Input/Edit form, you can now key part of the item code then hit F5
locate will position the locate window to the nearest code to what you have
keyed.
* In the Job Input/Edit form, when hitting down arrow from the tax code field
onto a new line, default to the beginning of the line, otherwise a prompt to
locate the item occurs.
* Invoice statement function now selects using the bill to field.
* Invoice statement summary now prints the invoice due date and the owned by
fields.
* if no start dates on the equipment master service agreement section then this
means it is either a new contract or we need to restart the contract.
* When renewing a contract ensure the on hold field is not set even though a
prior job for this contract was set.
* The paid so far total on a multi-sequence job did not take into account
payments made on other job sequences. Now corrected.
* You can now click on the Job Total heading of the Job Control Centre to show
all jobs by job total descending (from highest value to lowest value).
* When inputting a job where the job status is still booked in, you are now only
asked once if you want to change it to in progress.
EZeService Release Version 5.1.23
(Updated 07 Dec 2007)
** Database change ** Tables: ezeseeqm, ezesepm
* When printing a crystal or Visual Foxpro based report or document set the
paper source to that set in the printer being printed to. This enables a printer
to be set up as a "letterhead" or "plain" printer while respecting the other
settings in the report itself.
* The Job Control Centre now provides for the option to not show on hold jobs.
* When requesting open jobs including future jobs from the job/cost status
listing, no jobs were returned. Report now updated to process job status
requests as per the job control centre.
* When adding equipment to existing job, ensure the owned by is retrieved from
the equipment master if flagged to do so.
* When setting scheduled jobs attached to a service agreement, if the scheduled
date falls within the service agreement, then update the scheduled date on that
job. Affects Beginning of Day and Contract Renewal functions.
* When renewing a contract using the "Renew Contract" button on the equipment
master form, ensure that scheduled jobs are created if required and that the new
job info is updated if within the current period.
* When updating an invoice with multiple jobs if one or more are on hold these
are now ignored from the invoice, however a warning prior to updating now occurs
to give the user an opportunity to exit the update and investigate the on-hold
entries.
* Further enhancments to MYOB 32K SQL limitation when importing documents. If
too many lines, strip comments from document to reduce size.
* The Data Rebuild wizard now clears contract dates for equipment masters with
no job history as long as the contract dates are within 60 days of running this
rebuild.
* If exchange rate returns empty, default it to 1.000000
* When viewing future jobs it was including completed jobs that were scheduled
in the future. These are now ignored as they show in the Completed list.
* Locate on the Equipment control centre now positions on the selected record.
* Locate on the Service Agreement control centre now positions on the selected
record.
* Equipment Master Listing now recognises range by billto and referred by codes.
* When locating from the Equipment Master form, it now remembers the previous
locate sequence.
* When adding a customer and integrated with MYOB or QuickBooks, you no longer
have to enter a salesperson code.
* You can now add a part/item from the General Parameters form when integrated
with MYOB.
* You cannot select a service item from the Labour or Tech Sell/cost rates
functions if the item is blocked.
* New field in General Parameters to define where exported reports and files
should reside. It defaults to the Export folder under the data path.
* Invoices, Job Cards and Service Reports that are exported, are now stored in
the data folder specified in General Parameters in a folder titled 'Invoices', 'JobCards'
and 'ServiceReports' respectively.
* If you specify a QuickCode in Frequently Used Phrases, then it now appears in
the selection list for identification purposes.
* When inputting a description on a job part or labour line the 250 character
limit is now enforced. Simply create a remark line after this line if you need
more than 250 characters.
* When you click on the Renew contract button on the Equipment Master, and it is
associated with other contracts on a job, it will now ensure the ownedby code
and name will now reflect those of the associated contracts, rather than all
having the owned by code and name of this one contract.
* When adding customers restrict the length of the customer code depending on
the accounting package. For MYOB 15 characters or for PASTEL 6 characters
otherwise defaults to 30 characters.
* Enhancements to service history job history select statement.
* Enhancements to customer view invoice history select statement.
* New option in General Parameters regarding the Beginning of Day process auto
commencing service agreement jobs or not.
* New option in General Parameters regarding the Beginning of Day process auto
completing service agreements. Valid options are: do not auto complete, auto
complete on expiry, auto complete if invoiced.
* New tab in General Parameters to store options related to Service Agreements.
* New option in General Parameters to nominate your bar code field in your
accounting package where no field currently exists for this purpose.
* Additional option in General Parameters to default lines in a job to BarCode.
* You can now filter on a specific equipment type in the Job Control Centre.
* If a filter is active on the Job control Centre an asterisk appears next to
pg1, pg2 or pg3 and it will be coloured red.
* Technician Productivity report was showing asterisks in detail mode in hrs
cost and charged and in the grand totals gp. Now corrected.
* You can now scan bar-codes when entering part lines in a job by first
selecting code type of B for bar-code. Once successfully scanned the line is
converted automatically from a B type to an I type.
* Job Details report has been corrected when no parts or labour were printed the
value fields did not have headings.
* When integrated with FinancePlus and refreshing a large inventory it would
"appear" to hang when in fact it was refreshing the multi-location pricing
table. Now shows progress while doing this table.
* City, State and Postal code fields were not initialized immediately prior to a
read, for either a customer or a customer delivery address. Now corrected.
* When integrated with FinancePlus and no customer code exists, then the unique
id is used instead.
* You can now add customers when integrated with FinancePlus from EZeService,
but we recommend that you should always add customers in FinancePlus due to
additional information that you may wish to record against this customer.
* It was possible to add a *non* billto customer with no customer code when
integrated with QuickBooks. Now corrected. You must have a customer code.
* New flag on Equipment Master for service agreements : "Consolidate onto one
bill" where bill to code is the same.
* Modify Generate Service Renewal Jobs to recognize the new flag to determine if
an equipment master is to be grouped with others on the one bill, or separately
invoiced.
* Beginning of Day now rolls
* Problem occurred when previewing a foxpro invoice. Although this is now
corrected we recommend that you only utilise crystal based reports as the foxpro
versions will eventually be phased out.
EZeService Release Version 5.1.22
(Updated 26 Nov 2007)
** Database change ** Tables: ezeseeqm
* Now integrates with Accounting Plus V17 - New Zealand version.
* When updating a purchase order into MYOB and using G/L lines, the order would
not import. Now corrected.
* When re-updating an account the "Yet To Invoice" would appear with an opposite
value instead of zero. Now corrected.
* Job Input form action labels now appear with black type when themes are not
turned on. It is highly recommended that EZeService be run with themes turned on
when running on windows XP.
* When creating a new job from the job control centre and after selecting an
equipment master, the bill to information did not refresh. Now corrected.
* Add Scheduled date column to Jobs tab in customer control centre.
* Std Laser A4 Portrait Invoice was showing twice under invoice print
selections. Now corrected.
* When right-clicking dates on "Other Details" page the service agreement dates
did not change in the description. It now changes once you tab out of this
field.
EZeService Release Version 5.1.21
(Updated 08 Nov 2007)
** Database change ** Tables: ezesetxt
* Equipment Control Centre to include the Bill to code and name columns. These
are sortable.
* When changing the equipment id on a service agreement job make sure the
equipment master reflects this change.
* Log when scheduled jobs are created or updated.
* Now integrated with Pastel Build 9.3.1 and 9.6 of Pervasive.
* Provide for inclusive processing with the Supplier Invoice processing
function. This is particularly important when integrated with Pastel.
EZeService Release Version 5.1.20
(Updated 05 Nov 2007)
** Database change ** Tables: none
* You can now sort the Job Control Centre by the last invoice number column.
* Frequently Used Phrases can now be unique by the first 100 characters.
Previously it was 50 characters.
* The GL Account Number did not previously display in Cash Book parameters when
integrated with Pastel. Now corrected.
* Change behaviour of Delivery/Site address displaying on the Job Input/Edit
form.
* When completing an unscheduled to-do allow for the job-code to be selected.
* When updating the sales order back to the Accounting package, if the total is
negative, ie a proposed credit note not yet finalised, do not add the sales
order back into the accounting package.
* Change labels on buttons on To-Do List and add help text when hovering over
these buttons.
* MYOB ODBC is limited to 32k SQL strings. Enhance the completion of the SQL
string when importing documents and report error if the SQL string is more than
32,000 bytes.
* Modified job locking so that it displays the correct user id and terminal id
when job is locked.
* Modified account update locking so that it displays the correct user id and
terminal id when updating accounts.
EZeService Release Version 5.1.19
(Updated 25 Oct 2007)
** Database change ** Tables: none
* If no delivery address exists for a customer, default the mailing address on
the job input form.
* When sending an SMS you can now also select from the short-cut menu the
following fields: Equipment ID, Equipment short description, Equipment full
description.
* An error occurred when doing a locate on the supplier code field from the job
input form. It appears that not the latest wk files are being used, however
changed code to directly reference the poqtyinv fields to include the work table
name.
* When integrated with the Adasoft Car Dealership software program, now cater
for nulls in the access database.
* When re-updating a receipt an error would occur trying to locate table
ezeaclok. Now corrected.
* If Auto Equipment Id is checked in General Parameters then Labour Timesheet
Input shows the Serial No column instead of the Equipment Id column.
* If GENERIC or PDA exists as deleted then re-instate it as these are mandatary
equipment masters in the system.
* The Equipment Grid and the Service Agreement Centre Grid would not load but
report "Failed to Load" in version 5.1.18. Now corrected in this version.
EZeService Release Version 5.1.18
(Updated 18 Oct 2007)
** Database change ** Tables: none
* Now integrated with MYOB Premier V11.
* When integrated with Evolution, check that the customer is still in Evolution
prior to updating the invoice.
* Error occurred when dragging a booking in the technician by days view. Now
corrected.
* You must select a foreign currency code when adding a new customer into
EZeService.
* If the edit equipment master form is already opened, and a request to open it
again for another equipment master, automatically close the previous form.
* If the service history form is already opened, and a request to open it again
for another equipment master, automatically close the previous service history
form.
* Generate Renewal Jobs form will no longer open the edit equipment master form
exclusively. This enables the users to go to other areas of the system without
having to go back to that form.
* Job Input will also set the service agreement service type
on the equipment master to that on the job if the service agreement type
is changed.
* Beginning of Day will also set the service agreement service type to that
selected when creating/updating the related service agreement jobs.
* When copying jobs must have flag set to update customer codes on equipment
masters.
* You can now select to use the original line dates when copying parts and
labour when copy jobs or converting quotes to a job.
* When printing a quotation or credit note, the print options form now states
this instead of simply the generic term of "invoice".
EZeService Release Version 5.1.17
(Updated 11 Oct 2007)
** Database change ** Tables: ezesepm
* New flag in General Parameters to determine if the user details are to be
printed in the invoice footer area.
* When you delete an equipment master the system checks if jobs are attached and
if so, a confirmation is required prior to deleting the equipment master.
* If you add a new customer when integrated with Evolution, and that customer
code already exists as a non-account customer in EZeService, then automatically
connect the two and change the non-account customer to an account customer in
EZeService.
* Generate Service Contract renewals now sets a default payment due date based
on the payment due days in General Parameters.
* Beginning of Day for rolling service contracts, now sets a default payment due
date based on the payment due days in General Parameters.
* The Service history form now allows for filtering which flows through to the
Service History report. Thus allowing a selective data range to be included on
the report.
* Data Rebuild wizard will now also rebuild the job paid to date fields when you
select the Rebuild Invoices option.
* When the Beginning of Day report runs, it is stored automatically as a PDF in
the Exports\BOD folder under the live data folder for later recall. It can be
printed from the preview window when it runs on that day.
* New general parameter to indicate whether or not receipts are input through
EZeService.
* Input Receipts now checks the new flag in General Parameters to determine if
receipts should be entered in EZeService or not.
* The Gateway Check form now checks this new flag to determine if receipting
parameters are required or not.
* Re-print Receipts now checks the new flag in General Parameters to determine
if receipts should be entered in EZeService or not.
* Reverse Receipts now checks the new flag in General Parameters to determine if
receipts should be entered in EZeService or not.
* Bank Deposit Listing now checks the new flag in General Parameters to
determine if receipts should be entered in EZeService or not.
* Increase transmission field from 4 to 6 characters to cater for AUTO or MANUAL
entries.
* Job Status listing has now been converted to Crystal format and now provides
for parts and/or labour to be printed as well.
* Fixed price invoices now shows the transaction description line on the
invoice, therefore it is important that the fixed price description is entered.
* If the equipment master could not be located the beginning of day process
would not exit correctly. Now corrected.
* From the invoice history tab of the Customer Control Centre you can now
right-click and view receipt history without having to load the job.
* From the invoice history tab of the Customer Control Centre you can now
right-click and load the job.
* When modifying a job you have 2 new additional options :
- Add existing equipment to this job
- copy this job
* When modifying a quotation you have 3 new additional options :
- Add existing equipment to this quotation
- copy this quote
- convert quote to a job
* You cannot modify the quoted amount if you have ticked % based progressive
invoicing.
* Service History report only shows parts and labour if they exist and if
requested to do so. Only cost and GP will show if allowed to view this.
* From the Job Input form you can now print job details to a report for the one
sequence or all sequences. Only cost and GP will show if allowed to view this.
* From the Job Input Summary form you can now print job details to a report for
all sequences. Only cost and GP will show if allowed to view this.
* Technician Productivity report showed asterisks in grand totals if figures too
large. Now corrected.
* Beginning of day now logs more detail as to what updates occurred and submits
a report on completion that can be printed or recalled.
* You cannot modify/set finish dates on a contract where no contract job has yet
been created for it.
* When integrated with Pastel, the supplier invoice number must be 8 characters,
no less, no more. Awaiting fix from Pastel SDK team.
* Now integrated with the Adasoft Car Dealership software program. New Import /
Export defaults tab in General Parameters to cater for this integration.
EZeService Release Version 5.1.16
(Updated 11 Sep 2007)
** Database change ** Tables: none
* Changes in the way the sales person code is retrieved when integrated with
FinancePlus.
* When auto-billing service agreements, do monthly contracts 7 days out and
other contracts 1 month out.
* Labour history listing now shows the labour category on the report and also
allows for a labour category range to be entered.
* Labour category now ensures the GL code (if picked) is not blocked and is
allowed sales.
* Labour Rates now ensures the GL code (if picked) is not blocked and is allowed
sales.
* Build Equipment lines ensures the GL code (if picked) is not blocked, is not a
header record and is allowed sales.
* Job input now validates that the GL code (if picked) is not a header record
and is allowed sales for both parts and labour.
* Job Purchase Order input now validates that the GL code (if picked) is not a
header record and is allowed sales.
* Modify Purchase order now validates that the GL code (if picked) is not a
header record and is allowed sales.
* Supplier invoicing ensures the GL code (if picked) is not blocked, is not a
header record and is allowed sales (if applicable) and purchasing.
* Time-sheet entry now validates that the GL code (if picked) is not a header
record and is allowed sales.
* Enhance percentage based fixed price entry logic. Would not necessarily
re-calculate until you click on the recalc button, now does it automatically.
Also problems when changing from invoice as is to fixed price and then back
again, did not clear the fixed price entries. Now corrected.
* Allow a fixed price invoice to be reupdated into the accounting package.
* If you did not select a licence level a serious error would occur. Now
corrected.
* The budgeted GP% now appears on the pricing tab. This enables the expected GP
to now be compared with the actual GP.
EZeService Release Version 5.1.15
(Updated 22 Aug 2007)
** Database change ** Tables: ezeivgrp
* Label showed as Serial No instead of Work Requested when choosing to copy a
job or convert a quote from the favourites menu. Now corrected.
* Description on 3rd check box on start of day was the same as the first one.
Now corrected to say "Change Service Agreements Job Status to In Progress if
Start date is now reached".
* Direct-to-site option in EZeService now works when integrated with Evolution.
* If labour line is incomplete at point of entering hours spent or charged then
you will be prompted to complete these details.
* If parts or labour details incomplete at time of ordering, these lines will be
ignored from the order and a message will confirm this.
* If added lines are incomplete at time of processing a supplier invoice then
you will not be able to update until these have been actioned.
* Archive database job labour lines the table was incorrectly added the wrong
field. Now corrected.
* user Id, Date and Time no longer print on the base of the Invoice or
Quotations.
* A code type of "C" for Catalogue was not allowed in Supplier Invoicing. Now
corrected.
* You can now select your email program in the Request Rego function, as not all
users have Outlook Professional loaded. Recommend the use of MAPI in this
instance.
* Do not check for qty on hand breach, if this is a D type line in Job Input, as
that type the stock is shipped from supplier to site and processed through GL in
the background, so stock level is irrelevant.
* In Equipment Master maintenance, in the service agreement type field, if you
put in a service type that is not a service agreement type, a message continues
to appear. The message now only appears once and it clears the field allowing
input of a valid service type.
* Allow negative input on user-defined fields on the job input form.
* When renewing a contract from the customer control centre and error would
occur. Now corrected.
* Refresh the label printer selected in PC Terminal Defaults. Shows as blank
even if previously picked.
* You can now select multiple purchase orders for the one supplier invoice.
* When receipting goods on a supplier invoice that are not related to a purchase
order, and a job is nominated, check to see if that part or g/l has already been
entered on the job and if so, optionally allow this line to be matched to it.
* When you reprint an invoice you now have the ability to first select which
invoice, where multiple invoices occurr for a job, and/or, alter the original
work requested, service comments and payment due dates, in case incorrect at
time of invoicing. Of course these changes do not flow through to the Accounting
package.
* Service Types Listing now includes the new fields added for Service Agreements
and now prints in Landscape mode.
EZeService Release Version 5.1.14
(Updated
02 Aug 2007)
* When running the classic style navigator you could not get access to the Diary
Bookings or ToDo grid unless you had a DEMO licence. Now corrected.
* Selecting on-hold entries has been removed from the Generate Renewal Contracts
as it conflicts with the new beginning of day process. If you wish to include an
on-hold entry in a run you should take it off-hold first.
EZeService Release Version 5.1.13
(Updated
01 Aug 2007)
** Database change ** Tables: ezesesty, ezeseeqm, ezesejbm, ezesejbm_archive
* The beginning of day process now will only run on the pc/terminal id specified
in General Parameters. Terminal id T01 is the default. If you do not wish to run
the beginning of day process automatically, then simply set it to a terminal id
that is not used in your system. eg T99.
* Further enhancements to Service Agreements.
- Service Agreements will now support a minimum contract period and a billing
contract period and optionally a scheduled contracted service.
- A contract starts through either the "Start/Renew Contract" button or through
the use of the "Generate Renewal Contracts" button.
* You can now access Supplier Invoicing from the Job Input form as long as you
are on a purchase order line. Once you do this the job will be exited due to
updating requirements.
* The last cost field is not modifiable once a supplier invoice has been
receipted against a particular line in a job.
* When adding a new line to a job from supplier invoicing, ensure the supplier
code field is filled along with the qty invoiced field.
* Modify About EZeService to show OS information.
* Only warn that XP themes are not turned on, on Monday when logging in. XP
Themes significantly enhance the look and feel of the product.
* When you run the technician schedule more than once a confirmation occurs
regarding the temporary work file. This is now suppressed.
* When you an email a report an error would occur if an email had not yet
previously occurred with a document type report. Now corrected so that any
(crystal) report may be emailed.
* If line has been created using supplier invoicing then ignore it when creating
a purchase order
* On the equipment master on the Service Agreement tab, the button "Renew
Contract" will show "Start Contract" instead if the contract has not yet
commenced.
* The equipment grid now allows for you to filter equipment on the next service
due date.
* the service agreement grid now allows for you to filter service agreements on
the contract expiry date.
* Beginning of Day process has been amended to create new jobs for a billing
period instead of adding to the existing job, where the check box has been
ticked.
* Beginning of Day process has been amended to set the next scheduled date on a
billing job if set to do so on the equipment master.
* Generate Renewal contracts wizard has now been enahanced to cater for setting
a schedule date on a service contrac, or, create a new job for a scheduled
service on a service agreement.
* You can now print to the DYMO Label printer from the Customer control centre,
mailing or delivery address field, or from the Job Input form to print Job
details.
* Request activation function no longer insists on all fields being entered.
Required fields are labelled in bold type.
* Error occurred when clicking on the locate button on the Job Grid when the
filter was set at "all open jobs". Now corrected.
* You can now double-click a record on the Service Agreement control Centre to
automatically load it.
* Service Types Maintenance has been modified to cater for additional service
agreement functionality where you can specify jobs to be automatically scheduled
besides the service agreement job itself. For example you can set up a service
contract coded as SAAMQ meaning Service Agreement, Annual Contract, Bill
Monthly, Scheduled work is Quarterly. If you specify scheduled work you must
also specify what service type you wish to use for this.
* Service Types Listing now includes the new fields added for Service Agreements
and now prints in Landscape mode.
* Equipment Master Maintenance has now been enhanced to cater for additional
service agreement functionality where you can specify a scheduled date either on
a new job or on the existing billing job.
* The job grid now shows the number of records selected for the current filter.
* The to-do grid now shows the number of records selected for the current
filter.
* Resolved an error 36 problem that occurred intermittently when exiting the
application.
* Moved the Receipts Register report from the Reports menu into the Receipts
menu.
* If you clicked in the work requested field on the diary reschedule form it
would give an error. Now corrected.
* Modified data rebuild to correct missing service agreement dates which
occurred for contracts created prior to version that supports periodic billing
with contract period. All contracts created after this was implemented are fine.
EZeService Release Version 5.1.12
(Updated
17 Jul 2007)
** Database change ** Tables: ezesepm, ezesejbp, ezesejbl, ezesesal, ezesesul
* When you modify a service agreement from notice to invoice from the Generate
Renewal Notice function, it will remove it from the list on return to that form.
You no longer have to manually delete it from the list.
* When you copy a job the line date on parts and/or labour are changed to the
current days date
* Modified the job status / cost listing to select based on exact match rather
than a near match. If you requested service type SALES and you also had a code
SALESUPG it would select both. Now selects either all, or, the specific code you
requested.
* Supplier Invoicing is now integrated with Pastel 2007 and prior versions.
* Stock look-up now allows for you to select a specific stock category, stock
group and/or supplier. Combined with our "fuzzy find logic" this makes parts
lookup very powerful. "Fuzzy find logic" is instigated by starting the search
text with an "*" (asterisk).
* The original price from your purchase order is now retained for comparative
reasons later. Supplier invoicing already warns if the price is different to
that expected, but it now additionally stores the original price to invoiced
price.
* When modifying a purchase order and then selecting to reprint a purchase
order, caused an error to occur. Now corrected.
* You can now specify a QuickBooks class to be updated into QuickBooks, when
updating Invoices, Credit Notes and Purchase Orders.
* When the General parameters form is opened, it will show the new Accounting
tab as the first tab displayed.
* The error message "Alias name is already in use" would appear if you exit the
appliction using the File->Exit Application option and on the labour tab of a
job. Now corrected.
* The file name that was selected in a catalogue import is now shown when view
the different Catalogue source codes that have been defined.
* Error occurred after selecting fields to import with catalogue import
function. Now corrected.
* Visual enhancements to Catalogue import to assist with process.
* When integrated with Evolution, the mailing and delivery addresses were
swapped over. Now corrected.
* When integrated with Evolution, and no delivery address details exist, use the
Physical address on the client master.
* You can optionally elect to produce separate invoices for service agreements
where the bill to code is the same. Normally all service agreements would be
created with a separate job seqno but the same job code.
* When bulding Service Agreement Lines and clicking on the Update button, it
will first verify that all lines are valid.
* You can now right-click on the service agreement dates on the equipment master
and modify them. You will receive a warning as to the impact of making changes
here.
* When integrated with Evolution and using GL lines in a purchase order, it
would set the confirm qty field which is not required to be set. Now corrected.
* When updating the on order field for the first time when integrated with
Evolution, it would not increment as the field contained a NULL. Now caters for
this.
* Error occurred when in non-integrated mode with the Accounting lock table. Now
corrected.
* Service agreement functionality is only available in the Premier version.
* When logging in you can no longer use the down or up arrow keys to navigate
through the fields. Instead you should use the tab key.
* When adding new inventory items, the function now remembers the last settings
used when creating an item. These include: Income A/c, COS A/c, Inventory A/c,
Unit Size, Sales GST, Purchases GST.
* An error occurred when importing inventory when using MYOB Enterprise and
selecting a store. Now corrected.
* When maintaining frequently used phrases it would not allow you to tick or
untick the lines of the first category. Now corrected.
* When changing a job number sequence through the job summary function, include
the new supplier invoice lines table to change as well if applicable.
* You can no longer order an item that is invalid. The Job Order function will
ignore them.
* XP Style Navigator now contains a new category called "Favourites". From here
you can launch a number of common functions that you would perform. For example:
Convert Quote to a Job, Copy a Job, Convert a Job to a Quote.
* Completion of Supplier Invoicing module initially linking with Evolution.
EZeService Release Version 5.1.11
(Updated
21 Jun 2007)
** Database change ** Tables: ezesesty, ezeseeqm
* When invoicing a Service Agreement do not ask the question to close the job as
it must be left open during the contract period.
* You can now changed the budgeted costs figures on the Pricing tab. This is
useful where the job did not start out as a quote.
* When generating renewal Jobs for Service Agreements, set the document defaults
to that of the last service job, or the defaults in General Parameters.
* When generating renewal jobs for service Agreements, it now sets the default
service agreement to appear.
* When renewing a single contract it now sets the default service agreement to
appear.
* Allow bill to customer code to be greater than 10 characters on the Diary
booking and Favourites Create Job/Quote forms.
* Equipment Masters would not delete. Now corrected.
* New field in Equipment Maintenance on the Service Agreements tab to specify
"Auto renew of contract" so that the beginning of day process knows which
contracts can be auto-renewed and which must be renewed using the Generate
function.
* New field in Service Types Maintenance of "Default Job Type". Optional field
but if filled is used as a default when creating jobs.
* When renewing or commencing a contract, the "Default job Type" is applied.
* Service type field on the Job input field was referencing the Service type
table using the wrong key. Now corrected.
* New tab in General parameters titled "Accounting" with accounting specific
parameters in it.
* The salesperson code on a job is now only mandatory when integrated with
Pastel.
* The Parts and Job labour views have now been removed from the database as they
are no longer required.
* Invoice Register was not selecting any records when "only show unpaid
invoices" was unchecked. Now corrected.
* Invoice Register was giving a parameter error. Now corrected.
* Technician schedule listing worked from the Diary Booking function but
produced a database error from the Technician Schedule form. Now corrected.
* If you click on the inclusive check box at the same time changing the price a
mis-calculation would occur. Now corrected.
* If you enter a discount on a line and click on the inclusive check box at the
same time a mis-calculation would occur. Now corrected.
* If you enter a discount on a line a refresh problem would occur on the next
time you entered the job even though the calculations were all correct.
* Receipts register, under dissection mode, now shows the job number as well.
* New Equipment Control centre which provides a central access to all equipment
masters defined in the system with some filtering.
* The new navigator now remembers which menu group you last accessed and
restarts from that menu group when you next load EZeService.
* New favourites option to convert a quote to a job
* New favourites option to copy a job
* Auto calculate contract end date on job and equipment master
* You can now double-click from the service history form to load the job /
quote.
* You can now select to view quotes *or* jobs in the service history form.
(Previously sometimes quotes appeared in the service history which inflated the
service history totals)
* You can now print the service history including selecting what data to print.
* Receipts register now checks if no primary sort order is selected and prompts
user to select it.
EZeService Release Version 5.1.10
(Updated
15 Jun 2007)
* New Service Agreement Control centre which provides a central access to all
service agreements defined in the system with some filtering options.
* When updating an equipment master and then you change to another form, then
change back to the equipment master, the details would revert. Now corrected.
* When creating a new job from the job grid it now defaults to the equipment id,
it was defaulting to the owned by.
* When paging through a multi-sequence job it retains the page being displayed.
* If the equipment master form is already loaded, and you load it again, it will
now warn you that you are already in it and switch to that form.
* Sometimes "No table ezedefs open" would appear. Now corrected.
* Data Rebuild function now also rebuilds the minimum contract start/end dates.
* New field in General parameters to cover the Tax Registration ID. In Australia
this would be the ABN Number and in New Zealand this would be the GST number. If
this is already accessible in the accounting package then this is sourced from
there instead.
* When integrated with Quickbooks the company information now packs the blank
lines in the address, sets the phone and fax separately and the ABN number now
comes from general parameters so that it now appears on the invoice header.
* When integrated with Quickbooks the service stock items did not show the
description. Now corrected.
* New & Modify Purchase Order functions have been corrected to include the new
accounting access lock table.
* Changed search criteria when locating for existing documents when integrated
with QuickBooks.
EZeService Release Version 5.1.9
(Updated
02 jun 2007)
* EZeService now integrates with Evolution V4.0.29.
* You can now add a Purchase Order if integrated with Evolution.
EZeService Release Version 5.1.8
(Updated
31 may 2007)
* XP Style Navigator now contains a new category called "Favourites". From here
you can launch a number of common functions that you would perform. For example:
New Job, New Quote.
* You can now add a new job from the navigator, job grid or customer control
centre using the new Quick Job input form style. You can then optionally load
the main job input form.
* You can now add a new quote from the navigator, job grid or customer control
centre using the new Quick Job input form style. You can then optionally load
the main job input form.
* The About->EZeService form now shows the computer name to assist with
licencing support.
* The Register button in the PC/Terminal Defaults form now loads the new
licencing request form.
* CRM integration is only available with the Premier version. This is now
enforced.
* When hitting F5 at the price field it incorrectly loaded the tax lookup, now
does nothing.
* Now integrates with Pastel Build 9.2.n
EZeService Release Version 5.1.7
(Updated
29 may 2007)
* When resequencing a job and the job card was attached to a service agreement,
an error would occur. Now corrected.
* When loading the gateway checking function an error regarding "oEnvironment"
would occur. Now corrected.
* Check if negative price entered in inclusive mode and display warning.
* Do not allow a document to updated with a negative price. Only the qty may be
negative.
EZeService Release Version 5.1.6
(Updated
28 may 2007)
* Refresh Service agreement description message was coming up when creating a
new job. Now only shows if relevant to a service agreement type.
* Error occurred when adding a purchase order to evolution. This has been
stopped to not add to Evolution yet.
EZeService Release Version 5.1.5
(Updated
27 may 2007)
* When you go into Build Service Agreement lines a second time immediately after
going in previously you get a "File In Use" error. Now corrected.
* When creating a new Appointment do not default the work requested, but leave
empty for the user to enter data. No longer required to be filled, although if
empty it will contain the words "See Job".
* Default the owned by code to the bill to code when creating an appointment.
This used to only happen if you clicked on the "Deliver To" tab.
EZeService Release Version 5.1.4
(Updated
23 may 2007)
* Further changes to setting up an invoicing plan.
* Error occurred when loading a "G" type line for service agreements. Now
corrected.
EZeService Release Version 5.1.3
(Updated
18 May 2007)
** Database change ** Tables: ezeseipp
* You can now set an invoicing plan against a job by simply keying in the budget
totals then clicking on the Set Invoicing Plan button to define the invoicing
rules. For example in the Orthodontist industry you may bill an amount but
invoice out at an agreed interval for the patient. Each invoice uses the same
service item code and description.
* You can change budgets on a job. This is to cater for jobs that did not start
as a quote.
* When building service agreement lines, default the code type to "I" for item
code type line.
EZeService Release Version 5.1.2
(Updated
17 May 2007)
** Database change ** Tables: ezeseiph, ezeseipp
* When creating an appointment and a new job at the same time an error would
occur after clicking on the Make Booking button. Now corrected.
* When creating an appointment and then changing to locate the job, the create
job flag was not reset. Now corrected.
* When you resequence a job from the Job Summary form, it only resequenced the
headers, it now resequences all related tables as well.
* Cater for single quotes in order number field when integrated with MYOB. ODBC
SQL statements with single quotes must be catered for.
* New parameter to allow an NFR to run a different accounting package to the one
they are licenced for.
EZeService Release Version 5.1.1
(Updated
16 May 2007)
* Correct how EZeService determines which version level is running.
EZeService Release Version 5.1.0
(Updated
10 May 2007)
* New licencing logic
* Completion of Supplier Invoicing module initial linking with Evolution.
* When defining frequently used phrases you couldnt tick on the defaults. Now
corrected.
* Correct error 107 when importing jobs from OOH.
* Correct problem when entering negative G/L lines when integrated with Pastel.
EZeService Release Version 5.0.9
(Updated
08 May 2007)
** Database change ** Tables: ezesejbe, ezesejbp, ezesejbl
* New supplier invoicing function. This will optionally take an existing
purchase order raised in EZeService and allow a supplier invoice to be raised
against it. You can add new lines and allocate these to jobs along the way.
* Job Archiving function did not necessarily archive all the jobs in the list.
Quotes were ignored unless they had a completed date also. Both situations now
corrected.
* The invoice now saves the original work requested and service comments field.
Therefore when reprinting these invoices the information is no longer obtained
from the job but what it was at the time the job was invoiced.
* Start of Day procedure now automatically rolls a contract where the billing
cycle is within the contract period. eg invoice monthly on an annual contract.
* When changing dates on a job that is a service agreement type, automatically
recalculate the contract dates and description.
* Job total for multi-sequence job was not correct. Now corrected to reflect the
total of all the sequences created for this job number.
* When you open the job input summary form you can no longer resequence the
jobs, if any one of the jobs were already open, in the Job Edit form.
* When adding a stock item into the Accounting package, it added twice into the
EZeService look-up table. Now corrected. If this previously occurred you need to
empty this table and re-run the Inventory refresh to clear the duplicates.
* You cannot compact tables with other forms open.
* New start of day procedure is automatically launched. currently this
automatically closes service agreement jobs that have now reached their
completion date.
* You can now access the Job Summary form from an open job.
* The Job Summary form will not allow jobs to be resequenced, if you have this
job number open.
* Store Job number in the customer message part of the invoice when integrating
with QuickBooks.
EZeService Release Version 5.0.8
(Updated
) 01 May 2007)
** Database change ** Tables: ezeseeqm, ezesejbm
* When renewing a contract set the minimum contract start and end dates.
* Job Input form now shows the billing contract dates and minimum contract
period when editing a service agreement type job.
* When integrated with Quickbooks only query the database once for existence of
the invoice, credit note or purchase order number. To save time where the QB
database is large.
* When creating a job from the customer control centre, if the customer code was
more than 10 characters it would truncate the code. Now corrected.
* When printing an invoice, if inclusive is ticked for the job, then the invoice
will print inclusive totals. Must be using a Crystal format invoice to utilise
this feature.
* Timesheet entry was not upating the inclusive rate back to the job when
updated, if no hours billed was entered. This meant tha when viewing the job and
wishing to bill, the inclusive rate had to be entered. Now corrected.
* TimeSheet entry was not showing the overall totals at the base of the form,
rather than the totals for the user entering. Now corrected.
EZeService Release Version 5.0.7
(Updated
24 Apr 2007)
* You can now specify, when setting up a service agreement type, the billing
cycle separately to the minimum contract period. Therefore you can now bill on a
monthly basis but roll the contract on an annual basis.
* New function to send out invoice payment reminders on a monthly (or other)
basis. This can include invoices that are part of a payment plan.
* Percentage based fixed price progressive invoice has been altered to
recalculate the percentage when entering the invoice amount.
* New industry for Orthodontist has been introduced.
* You can now specify an agreed payment plan for an invoice - only available in
the Premier version.
* owned by label is now user-definable in the General Parameters function.
* Correct problem when copying jobs or adding equipment to a job.
* When inputting labour on a job default the start column to the line date
* When reversing a receipt an error occurred. Now corrected.
* When viewing receipt history on a job an error occurred. Now corrected.
* You now select which deposit you want to add a receipt to, or start up a new
deposit.
* Changed licence details.
* When completing a booking the option to enter times has been removed
temporarily.
* Error occurred when loading the Reprint receipt function. Now corrected.
EZeService Release Version 5.0.6
(Updated
28 Mar 2007)
* New style navigator has been implemented with similar style to Microsoft
Outlook.
* In user access rights you can set which style of Navigator that user requires.
* Multiple job cards can now be open in the system simultaneously.
* You cannot complete a to-do and change the date to an old date. Now corrected.
* When double-clicking on a booking it brought up the first job in the system,
it now shows the appointment instead. You can get to the job by right-clicking
the appointment and selecting that option.
* If the first line in timesheet entry is for no tax, and duplicate lines is set
on, subsequent lines default to no tax. The tax code of course could be
over-written at time-sheet entry time. Other intermittent behaviour also caused
this. Now checks the tax rules irrespective of prior lines or invalid tech
codes.
* Use the bill to customer code when checking tax settings in the labour
timesheet function.
* Do not default the technician code to the Inputting user id in the labour
timesheet function.
* Customer Inclusive flag was not being set correctly when integrated with
FinancePlus. Now corrected.
* When completing a booking you have the option to have the times recorded
against the job.
* When you change the service type field on the Job Input form it checks service
agreement logic.
* The parts and labour tab on the Job input form now remember their column
positions and width by user.
EZeService Release Version 5.0.5
(Updated
27 Feb 2007)
* Buget vs Actual has now been changed to show "Quote" vs Actual. Comparative
costs are now also shown.
* When displaying a Job in the Job Input window show "Job Number" otherwise show
"Quotation No".
* Change the form title for the Job Input window to show "Job Input" etc
otherwise show "Quotation Input".
* Modify Service Agreement Job Invoices function to fill the billto email
address. Intermittently did not do this.
* Modify Service Agreement Notices function to fill the billto email address.
Intermittently did not do this.
* Modify Service Agreement Lapsed Notices function to fill the billto email
address. Intermittently did not do this.
* When creating or copying jobs, set the new field eqdesc to that of the
equipment master.
* You can now set to-do actions and attach these to jobs to ensure actions are
not forgotten. These may simply used as follow-ups on quotes or reminders for
action staff to take.
* Each user can have their own to-do list displayed. To-dos are shown in list
format in order of priority and action.
* You can reschedule or complete any to-do. You can also re-assign them to
another staff member.
* New parameter function to allow the definition of different follow-up types to
be used in the to-do module.
* New parameter function to allow the definition of different priorities.
* Crystal Invoice formats now support the original generic logo concept, so that
you dont have to generate a new report just for this purpose. You simply need to
put a logo in the "Images" folder under your data folder titled "JobInvLogo.bmp".
* Crystal Service Reports format now support the original generic logo concept,
so that you dont have to generate a new report just for this purpose. You simply
need to put a logo in the "Images" folder under your data folder titled "JobInvLogo.bmp".
* Crystal Job Card formats now support the original generic logo concept, so
that you dont have to generate a new report just for this purpose. You simply
need to put a logo in the "Images" folder under your data folder titled "JobInvLogo.bmp".
* Sales Analysis by Equipment type now includes a new option to base on invoice
date.
* When calculating the inclusive price for labour, do this to 2 decimal places.
This sometimes caused rounding problems when integrated with Pastel.
* Invoice to show the decimal places as it was rounding differently to the nett
price, which was a visual rather than a calculation problem.
* New option in General Parameters to disable refreshing the address format from
the Accounting Package to EZeService using the address format specifications in
EZeService. However updating the Accounting package will always use this format.
* New option in General Parameters to display blank lines in the address field,
rather than packing the address lines.
* A new parameter previously introduced to default the inclusive/exclusive
setting when creating jobs now works with all accounting packages, not just MYOB.
* When adding a new customer you can specify the tax reference, customer
category and price list, if applicable to the accounting package integrated
with.
* If multiple job cards for the one job then a overall job total now displays.
* When building service agreement lines, function now loads form for this
purpose.
* When renewing a service agreement job it now loads multiple lines if more than
one line defined.
* If running the bulk service agreement job creating form, ignore completed jobs
when checking for overlap.
* If running the bulk service agreement notices form, ignore completed jobs when
checking for overlap.
* Changed the method of opening or creating a new EZeSErvice database from the
log-in screen.
* Was not updating the contract price unless you hit edit then save. Now
corrected.
* contract lines would not save if you hit the renew contract button. Now
corrected.
* You can now confirm the actual SMS characters being used by viewing the SMS
message prior to it being sent.
* When building lines in your service agreement it now shows a pull-down of the
valid types. ie I=Item, G=G/L and R=Remark.
EZeService Release Version 5.0.4
(Updated
19 Jan 2007)
* When integrated with Pastel, the import inventory item logic is now to be
formatted the same for all prior versions, previously you had to format this
differently per version but this appears to now being handled by the SDK
supplied by Pastel.
* When using the SMS feature it wasnt using the latest mobile number if a change
was made to the job input form at the same time. Getting out of the form and
back in again corrected this problem.
* customer control centre now displays the total amount due on the Invoice
History tab. This is the total amount due of EZeService generated invoices based
on the payments being processed through EZeService.
* Customer control centre now displays the sales history for a customer in bar
graph format including last 7, 30 and 365 days totals.
EZeService Release Version 5.0.3
(Updated
17 Jan 2007)
* Changes to behaviour in the Customer Control Centre.
* Selecting to "copy" now clarifies the type of copy you wish to do.
. If a job - copy job or add equipment to existing job
. If a quote - copy quote, add equipment to existing quote, or, convert quote to
a job
* Generate Renewal Jobs for Service Agreements has been modified to cater for
multiple lines per service agreement.
* Renewal Notices for Service Agreements has been modified to cater for the new
database structure.
* Lapsed Notices for Service Agreements has been modified to cater for the new
database structure.
* You can now specify a "break-up" of lines when defining a service agreement.
This means that when a service contract job is created, it will automatically be
created with these lines.
* New Report "Sales by Customer" now reports on last 12 months sales compared to
the prior 12 months including percentage to total, or, last 12 weeks compared to
the same 12 weeks last year. Sub-totals are offered by service or job types.
* New Report "Sales by Equipment Type" now reports on last 12 months sales
compared to the prior 12 months including percentage to total, or, last 12 weeks
compared to the same 12 weeks last year. Sub-totals are offered by service or
job types.
* Changes to behaviour in the Job Grid.
* Selecting to "copy" now clarifies the type of copy you wish to do.
. If a job - copy job or add equipment to existing job
. If a quote - copy quote, add equipment to existing quote, or, convert quote to
a job
* Correct error when accessing GoldMine CRM which occurred when Goldmine company
name in the contact record was blank.
* When an item had an error adding into Pastel when importing jobs from OOH, a
serious error would occur. This has been rectified to a normal user level error.
* You can now add job types on the fly by simply clicking on F5 at the pull-down
list, you will then be at the locate form where you can then hit F6 to add a new
job type.
* Now log when editing stock items when integrated with Pastel.
* You can now add equipment types on the fly by simply clicking on F5 at the
pull-down list you will then be at the locate form where you can then hit F6 to
add a new equipment type.
* You can now add service types on the fly by simply clicking on F5 at the
pull-down list you will then be at the locate form where you can then hit F6 to
add a new service type.
* If the word GENERIC is anywhere in the serial number of the related equipment
master record, then the job input/edit function will allow the equipment desc,
type, serial number, brand, model and model no fields to be modified. This is
very useful where tracking equipment is not necessary and that the information
regarding the equipment is to be stored on a job.
* The brand field may now be "auto-completed" from a previously known/built
list.
* The model field may now be "auto-completed" from a previously known/built
list.
* The model number field may now be "auto-completed" from a previously
known/built list.
* If a job has an associated equipment id of
* Change sequence of user-defined fields on the job input/edit form.
* Correct display of service history and job input summary forms.
EZeService Release Version 5.0.2
(Updated
11 Dec 2006)
* Handle MYOB item reads that are not attached to a store code.
* New visual booking function for jobs.
* Job Input/Edit form now supports multiple equipment ids and navigator buttons
to allow you to page through the other job sequences for this job.
* Customer locate form now provides for non-account customers to be ignored from
the list so that only account customers are selected for bill to purposes.
EZeService Release Version 5.0.1
(Updated
30 Nov 2006)
* Now supports MYOB Accounting v16, MYOB Premier v10 and MYOB Enterprise v4.
* Now supports MYOB multi-location feature.
* When integrated with MYOB a new parameter has been introduced to default the
inclusive/exclusive setting when creating jobs.
* Now supports Pastel 2007, Pastel Xpress 2007
* New function to define booking categories and times available. Prof and Prem
versions only.
* New function to define technician availability times to book against.
Please refer to Version History buttons for information on older versions.
