General

[Enhanced] All screens have moved to a more substantial Windows font to increase readability. The opening screen has also been given a new, less "architectural" look.

[Enhanced] A streamlined software update process has been implemented. Future update emails to users with active support agreements will include a special text "token" that enables you to launch the complete update process, similar to this:

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When you run Utilities> Update Software, you will see an option to use a token. This will prompt you to copy and paste the token from the update email you receive. After you run a backup as usual, the Process button will perform all update steps: Downloading the update file, extracting the update components and then running the installer (if you have the privileges to install software). It will continue to pause to inform you about the next step to occur, but you only have to confirm it.

Note that when you are upgrading from any older version, the old procedure will still apply. There is also an option to paste a URL address for the update file, which will be used when upgrading a system to a different license type.

[Enhanced] On the Reports Setup screen, the report "Type" for saved reports now shows the name of the original base report on which the saved version is based. This will be the original report's "Name" for option sets saved with this and later versions.

For your existing saved reports, only the report design file name was saved and this will be displayed instead. You can update this by returning to the original base report and saving your desired options again with the same custom report name.

[Fixed] In a specific context, using the [X] button to close a date  field's pop-up calendar caused a crash.

Client List

[Enhanced] In order to prevent certain downstream problems with document production, the "Company" field is now required. This won't affect existing clients unless you edit them, however we strongly recommend that you fill in any missing client names. For clients who are individuals without an official company, enter their name in "Company."

Project List

[Enhanced] The layout of the "Billing Options" section has been modified for clarity and to move it above the options that are affected by the billing type you choose. For the three billing types, only the percentage (markup/margin or fee %) that is applicable to the selected type will appear.

[Enhanced] In order to prevent certain downstream problems with document production, the "Project Title" field is now required.

Vendor List

[New] A new "Master" flag option has been added to the vendor screen. This can be used when you have more than one entry for the same vendor (such as specific territories or salespersons) but wish to denote one record as the "main" or "master" entry. It can also be used to differentiate between the current version of a vendor and an archival version used in old projects. It can be used in queries or when exporting vendor lists.

[New] New utility: "Set Masters" has been added to allow you to mark all your existing vendors as "master" vendors. This is used as a preliminary step if you decide to use the new "Master" flag option described above—after using it, you can then edit and remove the "Master" flag from any alternate or archival versions of a vendor. The utility ignores any vendors with the "Obsolete" flag set.

[Enhanced]  All vendor utilities have been moved under a general Utilities command button as is common on other screens.

FF&E Worksheet

[Enhanced]  The report option for "Quote/Contract" formats that includes vendor information is now available even if you do not display component information (it displays the primary vendor).

[Enhanced] The Pricing Tool layout now automatically fits above the FF&E Summary area for ease in monitoring the results of pricing changes.

Specifications

[Enhanced] The Pricing Tool layout and features have been improved:

• The "Scope" section has been moved to the top of the options since that is likely the first thing a user might specify and it allows better feedback from the scope display as the other options are selected.
• The "Vendor" scope now gives you the option to limit the affected specs to a supplier used in the project instead of a manufacturer vendor.

[Fixed] Pricing Tool: Switching from the "Margin" to the "Markup" option for setting prices had a minor rounding issue in the display of the resulting markup percentage. This did not affect calculations since the user could easily correct the number before running the process.

[Fixed] Pricing Tool: "Image only" specifications were included in the scope list, although they cannot be processed since their costs are zero. This produced spurious warnings about specs with zero costs.

[Fixed] The "Show Submittals" display option did not work correctly unless you clicked the control more than once.

[Fixed] If a new cost was entered on a specification with a locked price, the "Markup Amount" displayed incorrectly until the change was saved.

Best practices: If you are tracking payments to vendors (both deposits and final payments through the Enter Vendor Final Invoices steps), always enter any estimated or quoted freight amounts in the "Freight Quote" field on the Orders screen. This ensures that "estimated remaining" totals are as accurate as possible on the vendor payment reports. It also streamlines the entry of deposit requirements using the right-click shortcuts on that screen. Do the same for tax rates or tax estimates paid to the vendor if they apply to the order.

Orders

[Enhanced] The right-click shortcuts for entering a required deposit amount now move to the next field after you select the desired deposit percentage.

[New] New item type: In addition to the other special order item types, you can now select a "Lump sum adjustment" type. This is like the "Discount" type, but doesn't force the value to be a negative number and allows a markup if that applies. It will allow a zero cost to be used with a non-zero "sell" amount (you must enter an amount in the cost, but you can then zero it out after making the other financial entries on the item).

[New] Two new "Vendor Payment Summary by Project" reports have been added and all three of these have been numbered to distinguish them:

• "Vendor Payment Summary 1" is the original summary report.
• "Vendor Payment Summary 2" is a simpler, more compact version of the original.
• "Vendor Payment Summary 3" is a summary version of the "Vendor Payment List" report, which includes a breakout of the invoiced vendor FF&E, freight and tax amounts.

[New] Query tool: The list of possible fields for use in a query now includes: 

Processing

[Enhanced] Enter Vendor Final Invoices: A new "From Order" column now appears on the left side of the reconciliation area. This shows the "expected" total amounts from the original order setup and allows you to compare what you enter from the invoice to these amounts.

[Enhanced] Print Client Invoices: You now have the option of invoicing clients for orders that have not yet been issued. This is done by selecting the new "Unissued" option in the invoicing scope section.

Please note that the normal assumed procedure is that clients will pay based on the FF&E Worksheet's  "Quote/Contract" report format. Client invoices normally depend on verified final numbers, so issuing a numbered invoice prior to the rest of the expediting and vendor reconciliation process will limit any changes or corrections to adding special item types to the order and processing those in the regular way on a separate invoice.

[Fixed] Enter Vendor Final Invoices: If you entered a purchase order number in the "Single PO" field, then changed it after the system pulled up the amounts for the first PO, the system would crash.

[Fixed] Print Client Invoices: If items with a zero sell amount  were processed on an invoice, the invoice printing process crashed with a "variable not found" error. These would typically be either a supporting item whose sell price was included in the price for a primary items or an item that was marked "deleted" on an already-issued order).