General

[Fixed] The [>PDF] (print to PDF) option now automatically calls your default PDF viewer after creating a PDF file. Previously, only the "Save file" option on the previewer did this. You can temporarily suppress this behavior with a new option on the report setup screen.

[Enhanced] After the first PDF file is created with the [>PDF] option,  FF&EZ will default to the last folder you selected when creating another PDF file. Closing FF&EZ will reset this to the default "FF&EZ-Export" folder. 

[Enhanced] When you run a report after setting specific options on the "Report Options" tab, then close the Report Setup screen, the system will remember those options until you change to a different report.

Projects

[Fixed] To avoid confusion, the "Project Activity Report" now shows "N/A" for the purchase order column in FF&EZ-Design system.

[Fixed] The format of the archival files created with the "Purge Projects" utility required further processing in order to be appended back into the database. Restoring a purged project is currently still an extra expense item that requires help from technical support (this does not apply to projects exported with the Export command on the Project List screen).

[Enhanced] Right-clicking the Delete command on the Projects screen produces a list of deleted projects that can be recalled. Deleted project records still exist in the database, but only until a database cleanup is done. This option restores the project as it existed prior to being deleted. Note that projects with orders cannot be deleted; they must be closed and purged instead.

Note: The warning in previous versions about recalling projects only applied to projects that were deleted prior to version 4.1.10. Only projects deleted with this version or later will be displayed. If you need to restore a project deleted with an earlier version (if it still exists in the database), call for technical support to see if it is possible to restore it (this is an extra cost option).

[Enhanced] Changing the billing type from a type 1 (for profit) to a type 2 or 3 (purchasing management) now automatically zeroes all remaining markups from the project specifications and clears any price locks. A warning appears to remind you this will happen (however, the change does not happen until you save the project record). This eliminates the need for the user to manually clear these with any other method.

In the same way, changing from a type 2 or 3 to a type 1 clears all purchasing fee percents on the specs without need for the user to do this.

Rooms

Fixed, [Enhanced] [4.1.010] The Add> Import command was not removing markups when a room from a "for-profit" project was imported into a purchasing management project. Although this did not affect orders or billings for this billing type, it could create confusing reports in some cases. This has been corrected, and new options have been added to help you control how prices are imported into for-profit projects. 

FF&E Worksheet

[Fixed] When including supplier information in an export, under some circumstances the supplier ID and name could be truncated to a single character. This did not affect the data in the database.

[Fixed] When exporting data from a project that included a "." in the Project ID, the default file name for the export file was truncated to just the portion to the left of the first "." symbol.

[Enhanced] The "Quote ... w/Terms & Conditions" formats now allow you to edit the short note above the signatures in addition to the main terms and conditions boilerplate text. Each type of text is saved separately.

[Fixed] Some of the "Projected Profit" reports had cosmetic errors in the way ruled lines were handled at the end of the page.

[Fixed] Recent distributions of the "Materials Reference Report" may have included a corrupted version that crashed when you attempted to run it. The garbled code has been replaced.

[Enhanced] The "Materials Reference Report" has been renamed to "Materials/Finishes Reference Report." This matches the renaming of the "Material spec" checkbox on the Spec screen to "Material / Finish spec." This is done in anticipation of future report formats for this type of information.

[Enhanced] The "Object Index" and "Object Location" reports have a new option that allows you to include either the object "Code" field or the specification "Code" field. This latter has been used by some to include a brand's internal IDs for specifications or finished objects. Since these are both object-oriented reports, if you select the option for the spec code, it will print the code from the primary specification.

Objects

[Enhanced] The Add> Import command has new options to help you control how prices are imported into for-profit projects. 

Specifications

[New] The following fields or conditions have been added to the list of specification fields you can use in queries:

• Image-only specification
• Price is locked (also added as "Locked price" for ease of use)

[Fixed] Under certain conditions, entering a new markup on a specification was ignored and the price was not recalculated, requiring you to enter the price directly.

Important: This fix may not be automatic in older databases, due to the nature of the problem. If you continue to see this problem, please contact technical support so that a "clean" database can be supplied using your data with the "Migrate / Replace Existing Data Set" utility.

Projects

[Fixed] The "Project Activity Report" was not including purchase orders in the calculation for determining the most recent activity.

Orders

[Enhanced] The Items list on the Orders screen now shows both the "original" quantity and the "final" quantity after any adjustments for over- or under-shipments have been entered. The new column replaces the "Code" column (which is still available on the item editing screen).

[New] The "Issued by" field records the system user who issued each order. Note: this will show "N/A" for orders issued prior to this version.

Expediting

[Enhanced] The Update Order Status command will now optionally allow you to update the "Vendor Ack" (acknowledgement) field on all items, even if they contain a previous value. This allows users who use a temporary entry (like a vendor contact name) to replace that with the actual acknowledgement number later.

[New] A set of "Projected Shipping / Funding" reports shows the amount of FF&E (i.e., funding requirements) to be shipped by vendors, based on the "Will ship" date entered on the Expediting screen. Under "Report Options" you can set a date range to create a report for a specific period, which defaults to the "next" month. The report has variations sorted by vendor, by project or by "will ship" date order, grouped by either weeks or months. It also includes a reference column showing the FF&E amount for items that have already been marked with a "shipped" date.

This report format shows the FF&E amounts, tax amounts if a tax % has been entered and estimates the freight amount if a freight quote has been entered. Important: If the sort order separates parts of an order due to different promised shipping dates, the freight amount is prorated based on the amount of FF&E involved, so the exact freight amount may differ from what the vendor charges on split shipments.

Processing

[Enhanced] The [>PDF] option now automatically calls your default PDF viewer after creating a PDF file. In order to give you control over automatic PDF display when creating multiple PDF documents in one pass, a new "Display PDF files?" option has been added to the Processing sceen. This option also recalls the last target folder used until FF&EZ is closed.

Processing: Issue Orders

[Enhanced] The standard purchase order now has an alternate format that adds a "Terms & Conditions" section as an end sheet (similar to that for the "Quote" formats, with the same size limitation of approximately 6,000 characters). However, this new format also retains the original "Notes" boilerplate option, so you can add a short set of notes while moving a long set of legal conditions to the new end page. The "Notes" text for this format is saved separately from the "Notes" text on the base format, since the two may differ when you use a "Terms & Conditions" section.

[Enhanced] The standard PO formats now include the Project Manager's name in the header along with the designer and salesperson.

Since FF&EZ is an "active" database system, we suggest that you always print final documents like purchase orders as PDF files. Otherwise, subsequent changes to related data such as names, addresses or boilerplate content may make it difficult to re-print the original document exactly as it was printed.

[Enhanced] The standard PO formats now allow you to control whether the 1) tax amounts (either the tax quote or estimate based on the tax %) and 2) the freight quote amount print on the purchase order. If you change these two options, your setting will remain in effect until you close the Orders List screen. The options apply when issuing or re-printing orders.

[Enhanced] When reprinting orders, the settings you use for printing revision notes, revision flags and original quantities will remain in effect until you close the Orders List screen.

Processing:
Enter Vendor Final Inv's

[Fixed] When entering a smaller invoiced quantity than expected and creating a shipping split on the subsequent pop-up screen, it was possible to enter a non-date entry into the date fields, causing a crash.

Processing:
Enter Balance Payments

[Fixed] Order line items that had a non-zero but negative cost amount  (such as a vendor credit) were not being included in the calculations or processed correctly when entering balance payments.