General

[Enhanced] New shortcuts for date fields. In addition to scrolling any date field forward or backwards with the [+], [-], up and down arrow keys, all date fields can be set to the beginning or end of the month with the [PgDn] and [PgUp] keys. After  the first use, the date will change in whole months. The current date will always be inserted first when any of these shortcuts are used on an empty date.

Tip: If you are trying to set the date to the end of a past month, press [PgDn] (start of month) until you see the start of the desired month, then press [PgUp] once. Do the opposite to quickly find the beginning of a future month.

[New] Custom data exports to XLS format can now be written that are accessible through the Reports command. Contact technical support for information and pricing. The existing Export utility on some screens is still available.

General Note About "Saved" Report Options:
Please note that if you have saved preferred report options for reports that you use often, new versions of the "base" report may include new options and occasionally may convert a "yes/no" check-box option to a multiple choice "list" option.

If you have previously saved preferred options as a new "report" in the report list, only those options are recorded in your version and new options will not appear. Also, a previous option that had a change in "type" may be incompatible in the new version of a report. If you have any unexpected problems with a report you saved, always return to the base report (the original that came  with the system reports) and create a new saved version with the updated options. You can use the same report name you used for the old options. As long as it matches exactly, you will be prompted to replace the old set up options.

Also see "FF&E Worksheet" below.

Project List

[Enhanced] When adding a new project, the "Started" date now defaults to the current date. If a project is cloned and this field has a value in it, the existing date is preserved.

FF&E Worksheet

Report update issue: The new versions (in version 4.1.011) of the two "Quote/Contract... w/Terms & Conditions" formats use existing boilerplate text in a way that is different from any existing "saved" versions of these reports.

On a saved version of the "terms & conditions" formats, you may see the same boilerplate repeated at the totals area and on the separate "Terms & Conditions" page. To fix this, use the base version of the report to create a new saved version with the options you prefer. Note that both of these reports have two "boilerplate" sections under "Report Options": The button labeled "Boilerplate" controls the text next to the quote totals, while that labeled "Terms" controls the terms and conditions page at the end. However, the "Terms" button will not appear on existing saved versions, because they do not include that option. See the "General Note" above for more information.

Orders

[New] A set of "Shipping Variances List" reports is available to report on just the shipping quantity variances and the resulting cost and sell (or fee) amounts generated by the variances. The report includes a date range that defaults to the previous calendar month, which you can change as needed (please note the new shortcuts discussed in "General" above).

Orders> Edit/Revise Item

Disabled Due to issues with order quantity changes when double-clicking an existing order item to edit it, this specific method of editing an order item on the Order screen's Item List has been disabled for the immediate future. In order to edit or revise an order item, click on it first and then simply use the Edit Item button (or Revise Item for issued orders).

This problem is related to a very specific condition that only exists after returning to the Orders screen from the Expediting screen. When the exact source of the problem is identified, the function will be restored.

This applies only to this specific use of double-clicking. No other uses of a double-click for immediately editing data are affected; they can continue to be used.

Expediting

[New] A new variation of the status reports has been added: "Expediting Status Report by 'Will Ship' Date." This sorts the expediting status data by vendors' promised shipping date, grouped by month. The use of the standard "Current" report option allows you to print the report by project or by client. This variation includes a date range for the "Will Ship" date that defaults to all dates.

[Enhanced] All "Expediting Status" reports have a new option, "Only print orders shipped to the client, project site or consolidation sites?" This option allows you to exclude orders that are being shipped to other manufacturers in reports being sent to a client.

[Fixed] "Expediting Status" reports were not printing the names of manufacturing vendors used as alternate shipping addresses.

[Enhanced] The "Projected Shipping / Funding" reports allow one or both date range values to be blank (for open-ended ranges). Also, some cosmetic fixes to the report labels and options were done.

[New] The same set of "Shipping Variances List" reports, as described under "Orders" above, is available on this screen's reports.