General

[Fixed] When using the [>PDF] option to print directly to PDF files,  the system was not properly remembering the last path you used if the path was on another disk or local workstation.

[New] New "non-financial" user option. A new option, "Allow access to financial data and functions?" defaults to full access. If this option is disabled (unchecked), the affected user will no longer be able to see costs, markups or prices on any screen, nor any functions related to them. Reports with financial information will not be accessible, while some general status reports may shade out financial fields. Use this option if you wish to restrict some employees to only deal with specifications and expediting functions (note that this option is not effective unless passwords are enabled in your system).

General - Setup

[Enhanced] For terminal server or cloud server users: You can now set the "Parent folder for temporary project images" to a location on your local workstation. This will minimize the need for those using FF&EZ on a server to navigate to their own local drives to select an image. You can set this to a "parent" folder containing folders for project images or to a single folder if you wish.

Note: the path you set will depend on the system you are using at the time you set it. If you change to a different PC, the path will temporarily reset to the default. There is more information under the Setup entry. Terminal server users may need to check with  their own technical support if they cannot "see" their own PC's disks from within the FF&EZ window.

FF&E Worksheet

[Fixed] The "Quote/Contract by Tag w/Terms & Conditions" report did not include the option button to edit the boilerplate text above the signature lines.

Important: If you have a "saved" version of this report from a previous version, see the note about saved report options here.

[Enhanced] The "Ordering Worksheet" report has a new option that affects the detail for an object's primary spec:

"If an object has multiple components, show a reference to these on the primary component?"

This can be used to cross-reference the additional items needed to complete a particular object.

The option will print a brief list of components that are part of the object under the heading "COMPONENTS ORDERED SEPARATELY." The option is enabled by default. You can change the heading used for  the components on the Setup form.

Specifications

[Fixed] When importing a specification, if a "Code" value existed on the source specification and the target code was empty, the code was not being imported if the option to use the imported value was selected.

[Fixed] Improved checking/correction for locked prices when importing specs into purchasing management projects (where locking prices is not applicable).

Orders - Processing

[Enhanced] The optional date ranges used for some types of processing (such as reprinting orders) now update the list immediately after being changed. The new PgDn and PgUp shortcut keys also work on this screen, setting beginning and end of month dates as they do in other date fields.

Check Requests

[New] Support for exporting check request transactions. This is an option on this screen's Export command that gives you the ability to manage an export process that is used to create transactions on other systems—for example, exporting check requests to be imported into accounting software. If used, it marks exported check requests after they have been exported, preventing them from being exported again with this option.

The option is only currently available on the "details" type of export. If the receiving system only requires one summary entry for each invoice, you may need to pre-process the exported data to create the summary data as needed.

Invoices

[New] Support for exporting invoice transactions (see above).