What you'll find on this page:

• Tools and Scripts

• Once you've upgraded

• BOSEnterprise 2018.01 Enhancements

  1. General Enhancements

  2. Bank

  3. Calendar

  4. Audits Viewer

  5. Items

  6. Inventory

  7. Events

  8. Estimating

  9. Estimate Types

  10. Transactions

  11. Workflows

  12. Replication

  13. Notices

  14. Actions

  15. Budgets

  16. Optimisations

  17. Payments / Receipts Module

Tools and Scripts

For this upgrade, you will need to download the latest version of Tools in order to download the new BOSEnterprise 2018.01 exe and upgrade scripts.

This upgrade includes 4x upgrade scripts that need to be executed in the correct order. As usual, the upgrade scripts can be downloaded and executed from Tools. The Scripts are:

• Script_BOSEnterprise_2018_01_A.sql- All the changes to the data structure, eg. new tables and fields.

• Script_BOSEnterprise_2018_01_B.sql- All the updated and new triggers & procedures.

• Script_BOSEnterprise_2018_01_C.sql- All the batch data updates. eg. Copying Services to Items.

• Script_BOSEnterprise_2018_01_D.sql- All the drops and deletes.

Once you've upgraded

After upgrading, the following will need to be done:

• Log into the application and Update settings.

• Set User Access to the new Services Item Categories - this can be done in Item Categories.

• Link Estimate Types to the applicable Transaction Types.

• Estimate Types that use Material/Service parameters will need to be upgraded. Open the Estimate Types and Test for errors.

• Create Generators for the Workflow modules. Setups > Workflows > Menu > Update all Generators

• Update custom Stored Procedures that are no longer working - Custom Stored Procedure might need to be dropped before running the upgrade scripts.

BOSEnterprise 2018.01 Enhancements

1. General Enhancements

• Restart - The 'Restart' function has been added to the Status Bar Menu.

• Login - The option to use a QEDB.ini file located in the Windows folder has been removed. The QEDB.ini file can only be located in the same folder as the exe.

• Free Version - Functionality to connect to a Firebird Database in Embedded mode has been enabled.

• Estimate Resolve Items - We’ve added Data Pipelines for Estimate Resolve Items to be output. Est_Mat_Resolve - Materials and Est_OW_Resolve - Outwork.

• Tracking - A setting has been added to enable/disable the Item Tracking functionality in Transactions. See Setup > Transaction Types > Tracking.

• Tracking - The Transactions Items Tracking field can now be edited like a Text field in the Transaction Items grid under the caption ‘Serial No.’ Obviously you would use either the Serial Number field or the Tracking - not both.

• A Staff Setting > System > Hide Breadcrumbs has been added to allow explicit control over the Breadcrumb Menu. Before it was hidden when the Main Menu was hidden.

• Breadcrumb Menu - The Transaction Code is now used in the Breadcrumb menu. This is to prevent confusion when Transaction Types have duplicate names - eg. when running multiple branches in one database. (Obviously there should be no duplicates in the Code field.

• Display Scaling / Grid line height - The grid line height has been set back to the default height (19 pixels - before it was fixed to 23 pixels). The reason for this is to support scaling in the Windows Display Settings (See image below) . Before, when scaling was not = 100%, text in the grids would be cut off because the grid line height was not scaling.

• QuickEasy SMTP Server- The Staff Setting > Use QuickEasy Server has now been implemented. (See image below). When this setting is set to 'Yes', none of the settings which are highlighted in red below are required. Using the QuickEasy SMTP Server requires e-mail addresses to be verified - this can be done through helpdesk. - an e-mail will be sent to the address with a link to click for verification.

• Ledger - Allocation Status - A default named Allocate has been added to Transaction Status. This can be used on Receipt/Payment Transaction Types to automatically change the Transaction Status when it is Allocated. See image below:

• VAT Control - An Entity filter has been added to the VAT Control module.

• Planning Board - Set Next task to Ready - Functionality has been added to automatically move the next Task to Ready when the previous task is set to Complete.

• Planning Board - Sync Job Summary - A menu Item to Sync Job Summary has been added to the Planning Board menu. when this item is checked, the Job summary automatically opens when a Job is highlighted.

• Planning Board - WIP button - A 'WiP' button has been added to toggle the visibility of the Work in Progress panel.

• Transaction Types - Categories - When you copy Categories from another Transaction Type, only the missing Categories are copied, duplicates are no longer created.

• Transaction Types - Layout - The Transactions Types window has been enhanced with the addition of a properties editor that groups settings by type - eg. all the Estimating settings are grouped. Users are able to save the layout using Menu > Save Layout.

• Output - Print/E-mail All Records - The functionality to 'Print all records' and 'E-mail all records' have been removed in favour of printing/e-mail all the selected records using the 'Print' and 'E-mail' functionality. If multiple records are selected, you will be prompted to continue. When multiple records are e-mailed, they are created and sent to the Outbox (same as before).

• Edit Reports - An explicit setting has now been added to open the Edit Reports module - before you needed access to Settings & Defaults. See image below:

• Report User Access - Functionality has been added to set the User access for a report from the Edit Reports module - see image below:

• Reports - Copy - Functionality has been added to copy a Report.

• Reports - E-mail - Functionality has been added to E-mail a report in PDF or Excel format without the need for a template. See Menu > E-mail PDF and Menu > E-mail Excel.

• Reports Entity Filter - A Business Entities parameter has been to Reports - ENTITYID.

• Form Designer - When the Form Designer is opened the first time, all the Fixed modules that have Output functionality are opened first. This creates a slight delay the first time Form Designer is opened, but it prevents templates from being broken when they are opened without opening the corresponding module first. eg. Before, if you wanted to edit a Customer Age Analysis template, you had to remember to open the Customer Age Analysis first.

• Form Designer - Users are now prompted to select which fixed modules should be opened when they open the Form Designer (Instead of opening all the fixed modules) - see image below:

• VAT Control - A VAT Type filter has been added to the VAT Control module. This filter can only be used with the VAT Report. See image below:

• VAT Control - VAT Report - The VAT Report in the VAT Control can now be viewed in the Grid by checking the View > VAT Report in the Data Filter. The VAT Report differs from the standard Detailed Ledger view as follows: (The data pipeline is VAT_Report.)

  • It does not have an Opening Balance or Balance column.

  • It sorts on the VAT Type (Output/Input) and then on Transaction Date, Transaction ID and Item.No.

  • It does not list VAT Payments and only displays transactions where VAT amount is not equal to 0.

  • The Balance field displays the difference between the Output and Input VAT

• Payment Schedule - The Payment Schedule functionality has been upgraded to accept 'Fixed Amounts' that are not automatically calculated, eg. You could list different financing options. See image below:

• Menu Manager - An Update panel has been added to quickly set the properties of all the selected Menu Items - see image below:

• Income Statement - A Report field has been added to the ISS_Period data pipeline so that the selected report name can be added to the Income Statement template. Accounts in the Output are now also sorted alphabetically and they are filtered according to the ‘Show all’ filter.

• Update Settings - All the Global and User settings are now created using a stored Procedure in the database and Settings are now automatically updated each time an Upgrade or Fix script is executed. The Settings > Update button remains in the application, but is largely redundant now.

• Ledger - Bank ID - the Bank ID field has been added to all the Ledger grids, hidden by default. This can be used to find a non-imported transaction when trying to reconcile the Bank Balance.

• Transaction/Estimate Cost Price - Fixed Cost and Unit Cost fields are no longer visible in transactions and Estimates that do not use Selling Price.

2. Bank

• Multiple Transactions from one Bank Transaction - Users are now able to add multiple Ledger Transactions from one Bank Transaction. After the first Transaction has been created an Update button is enabled so users can update the open transaction or create a new transaction. See image below:

• Bank Balance - When importing a .ofx file, the Bank balance (as at the last date on the batch) is now also imported with the batch and compared to the balance on the ledger for the same date in the footer of the Bank Transaction window. NB. The balance only shows when you filter on a Batch ID - this is the default filter after importing a batch. See image below:

In the Ledger, when you view the Detailed Ledger for a Bank account, the Balance Bar is also displayed for the End date of the Date Filter or when 'No date' is used, the balance will be as at the date of the last transaction that has been recorded. Users can override the date, however.

• Balance bar in the Ledger Footer.

If a balance has not been captured/imported for the selected day, users can add the balance by clicking the + button - see below:

The Ledger amount and variance are now displayed alongside the transaction amount - useful when splitting a Bank Transaction into multiple Ledger Transactions. The matching record Description has also been updated to show more information. The Note field has been moved down, just above the Bank Balance. See image below:

3. Calendar

Setups - Calendar Resources and now also Resource Groups can be explicitly created in the Calendar Setup module-Main Menu > Setup > Calendar. An access setting has also been created for this module Staff Settings > Setup > Calendar - Access Allowed.

The following Resource Groups are added when upgrading: Users,Planning & Other.

All the users are added to the Users group and all the Planning Board stages are added to the Planning group, but none of the resources are shared, so after upgrading, users will only be able to view their own Calendar.

The Company calendar is added to the Other group. Ctrl+Del can be used to quickly delete Resources.

Resources Settings

• Colour - determines the background colour of the resource.

• Share - determines whether or not other users can view/edit the Resource. Options include:

  • None

  • Can View

  • Can Edit

Staff Settings - Calendar Administrator- The Calendar Administrator can edit all the shared Resources even if they are shared as Can View.

A Groups button has been added to the Calendar to filter the visible Resources by Group - see image below:

• A function to Save Layout (All Users) has been added to the Menu. This will save the layout and visible resource.

• Events / Calendar- Functionality has been added to 'View in Calendar' from an Events transaction and to 'Open Transaction' from an Event which is linked to a Transaction. See image below. (Reminder: Use Main Menu > Layout > Side > Main and Main > Side to move modules from the left panel to the right panel and vice versa.

• Create Transactions from Calendar - Transactions can now be created directly from the Calendar. See images below:

The selected date and time is automatically populated. The user needs to select a Customer and an Item to insert into the transaction. Items are filtered using the Transaction Type Category filter. Only Event Items can be selected. (ie. Items where Event Type <> N/A).

When the Create button is clicked, the following happens:

• A new Transaction is Created.

• The selected Customer/Supplier is linked to the Transaction.

• The selected Item is added to the Transaction.

• The calendar Event is created and located.

• User Setting - The following User Setting is required to identify the Transaction Type in which transactions will be created in the Calendar.

• Transaction Type Setting - The Transaction Type needs to have the following settings enabled:

• Item Setting - The Item’s Event > Resource Group must be set to the Resource Group from which the Transaction will be created in the Calendar.

4. Audits Viewer

Menu Items have been added as well as additional functionality in the data filter to make the Audits a more powerful reporting module. (See image below) These include:

• Menu

  • Show Preview - Shows/Hides the preview. When the Preview is hidden, the description can be added to the Grid.

  • Date Grouping - Enables you to group by date, month, year

  • Expand/Collapse

  • Save/Restore Grid

• The Data filter now includes a Date filter and a User filter.

• The Find Panel has also been added

• DateUpdated and UserUpdated fields have also been added to table SETTINGS and to table ENTRYTYPES. These fields are visible in Setup > Transaction Types.

5. Items

• Colour - A Colour field has been added to Items. The colour is displayed in lookup grids to make it easier to identify items - eg. White Wine could be Green and Red Wine could be Red. The default colour can be set in the Item Category. See images below:

• Supplier Barcode - A Barcode field has been added to Items > Costingswhich means a barcode scanner can now be used to add items to Transactions that use Supplier Prices or Estimated Prices.

• Item Type - The Sheet and Reel types were removed (They were not doing anything). and a Component type was added.

• Type Filter - A Type filter has been added to Items - see image below:

• Items - Duplicate Units in Pricing - Duplicate units in the Pricing tab are now highlighted in red - see image below:

Items - Costing & Pricing - Costing and Pricing have now been moved to one tab. See image below:

• Items - Set Cost = Auto (Unit Cost) - An option to convert a Costing in Fixed and Unit price into a Unit Price / Qty 1 has been added to Items Pricing - see image below:

• Items - Pricing - Add all Units - Functionality has been added to add all Units to the Pricing tab - see image below:

• Items - Costing - When an Estimate is opened from the Items > Costing tab, the back button on the Estimate navigates you back to the Item.

• Items - Save Layout - The Layout of the Items Edit Form can now be saved at a User > Category level - See Menu > Save Layout. This is useful when Categories have user-defined fields.

• Item Panel - If a value exists in the Item’s Tracking field (When adding Item from other transactions) then it is now displayed in the Add Item Panel.

6. Inventory

• Inventory - Units - Functionality to have different units on Stock records for the same item has been removed - Inventory is now only displayed for the base unit.

• Inventory - Stockcheck - The Stockcheck field on Items > Units has been removed. Stockcheck count records are now automatically created for each unit.

• Average Stock Pricing - Functionality has been added to update Inventory by Location (Average Price) - see image below. When this option is selected, only the price linked to the Inventory location which is being transacted will be updated

• Inventory Module - Rebuild - Functionality to Menu > Rebuild has been added. This function will recalculate the Inventory values for every stock item.

• Transaction Item Status - The Inventory calculation now also looks to see if the Item Status is in an Inventory status (Before only the Transaction Status was being considered). The Inventory Setting in Transaction Types > Status is now also visible when you filter on the Item Status - see image below:

By default, the Item Status is not set to an Inventory Status. Use the following SQL statement can be used to set the Item > Inventory Status = True. This is necessary to have the same inventory levels as before the upgrade:

update STATUS set STOCKID = 1 where HEADERID = 2;

commit work;

7. Events

Functionality has been added to support Events - ie. Items that are linked to a Calendar Group and Resource which have a start and end date/time that automatically updates the Transaction Quantity based on the Event Type and setting the Quantity will in turn set the End Date/Time.

Event Types include:

• Days - Cal - Qty is set according to Calendar days/part days - eg. Hotel Bookings, Excursions, etc.

• Days - 24 Hr/s - Qty is set for every 24 hr/s or part thereof - eg. Car Rental

• Hours - Qty is set by difference in hours from Start to End time. - eg. When Services are billed at an hourly rate.

Events functionality can be enabled in a Transaction Type checking the new Events setting - see Setups > Transaction Types > Events.

If the Transaction Types Calendar setting is checked, Events will be replicated to the Calendar and changes to the Calendar will be replicated back to the Transaction. See Setups > Transaction Types > Calendar. In the Calendar, the start and end Date/Times of Events can be changed. Events can also be moved to other Resources in the same group.

Items - Event settings can be added or partially to Items in the new Events tab and these will be copied to the Transaction when the Item is added. eg. For a Hotel booking, you might only select the resource group (eg. Deluxe Rooms) and then select the Resource (eg. Room 10) after the item has been added to the Transaction. See image below. The Entity fields can also be updated in the Items Editing View > Detail.

8. Estimating

• The Code field has been added to the Estimate Input and cost tabs. The Code field can also be output using the Est_CompSum data pipeline.

• Save Grid (All Users) - Functionality to 'Save Grid (All Users)' has been added.

• 'Fixed Price', 'Unit Price' and '/Qty' - These fields have been added to the Estimating Input grid as an alternative to using the popup price fields. By default the 'Unit Price' and '/Qty' fields are visible.

• Estimates - Material Lookup - The Stock on Hand and Reserve Stock have been added to the Material lookup. The values are not automatically updated, however, they are updated when the Refresh icon is clicked. See image below:

• New Interface - the Estimating interface has been substantially updated with the removal of the Materials, Services and Outwork tabs. See image below:

The tabs in the Estimate window are as follows:

• Form - This is the input form which is visible only when an Estimate Type is used.

• Input - This is where all the Materials, Services and Outwork items are added in a treeview structure - these make up the Cost of the Estimate.

• Costs - This is a grid view of the items that have been added into the Input screen and can be used to summarize and analyse the costs on the Estimate. This view also displays the Inventory Quantities.

• Description - This tab displays the Description which is generated by the Estimate

• Specification - This tab displays the Specification which is generated by the Estimate - only visible when an Estimate Type is used.

• Pricing - This tab is used to add Estimate Quantities and overall markups.

• Update - This tab displays all the variances in Description, Price and Production parameters between Items on the Estimate and Items in the Setups. Users can multi-select items and update either the Estimate to match the Setups or the Setups to match the Estimate.

All the Items on an Estimate are now added to the Input screen and Components can be used to group them. All the fields and functionality previously available in Material and Services tabs are now also available in the Input screen, including Qty Types, Provider, Pricing and Adjustments.

• Items > Pricing filter - A checkbox field named Est has been added to Items > Pricing. This is used to filter which items can be selected when adding Items to the Components or Materials tab in an Estimate. This field can also be updated in the Items Editing View. See image below:

• Change Estimate Qty in Transaction Item- When multiple quantities exist on an Estimate, the active Quantity can now be changed on the Transaction item using a drop-down list of quantities. See image below:

• Add Estimate - When transactions use Estimates, a separate Est button appears next to the Add button - see image below. Clicking the button adds a standard Estimate. When Estimate Types are used, a drop down menu will open from which you can select an Estimate type.

• Services moved to Items - Services have been added to Items and the Services module has been removed. After upgrading, all the Services will have been moved to Items under the same Category name, but prefixed with 'Service -' and nobody will have access to these categories by default. Right-click on an Item Category and select Set User Accessto assign access to the applicable users.

• Estimates - Pricing - Only the Cost Price or the Sell Price, from the Pricing tab in Items can now be added to an Estimate. The Supplier price can be used by directly linking it to the Cost Price on the Item.

9. Estimate Types

• New Parameter Types

  • Items - This parameter is used to add Items to the Estimate. It replaces the Material,Material (BoM) and Service Types.

• Deprecated Parameter Types

  • Material

  • Material (BoM)

  • Service

• Stored Procedures: The stored procedure CALC_QTY_OUT has been added for use in Estimate Types.

Input Parameters

• PARENT_DEPTH float,

• PARENT_WIDTH float,

• CHILD_DEPTH float,

• CHILD_WIDTH float

Output Parameters

• QTYACROSS integer,

• QTYDOWN integer,

• QTYOUT integer,

• ROTATEID integer,

• WASTEPERCENT float

• Estimate Types linked to Transaction Types - Estimate Types must now be linked to Transaction Types in order for them to appear in a Transactions Est. Menu. This allows you to create different Estimate Types for different Transaction Types.

• Debug Parameters - Functionality to debug an Estimate type by clicking Menu > Debug Parameters has been improved. Users can now update the parameters, move them up and down and save the changes to the linked Estimate Type. Functionality has also been added to open the linked Estimate Type.

• Estimate Types - The Add, Delete, Copy, Up, Down buttons on repeat headers have been changed to icons - see image below:

• Estimate - Updates - The Caption on the Estimate Update tab now shows a warning icon as well as the number of updates. See image below:

• Estimates - Images - The Type images have been updated. The Status images have also been updated and are now displayed next to the Type images on the left. The Status is now changed by right-clicking an Item and selecting Set Status - see image below:

• Estimate Types - The Input - ID > Text parameter has been renamed back to Input - Number > Text.

• Estimate Types Editor - The layout of the Estimate Types editor has been upgraded to include the list of Estimates - You can close/open the list by clicking the highlighted button in the image below.

The interface for Budgets, Price Lists and Actions have been updated similarly to the above interface.

10. Transactions

• Add Item Panel - A setting Transaction Types > Items & Inventory > Item Panel has been added to Transaction Types. This setting allows users to set the default list for which items are displayed in the Item Panel. If a default is set, the Item Panel opens when the Transaction is opened.

• Copy Transaction Type - When a Transaction Type is copied, the Status and Copy Rules are now also copied.

• Copy Rules - Qty & Amount - an option Qty = 1 has been added to this setting. This will cause the Qty to default to 1 when an item is added to a transaction - eg. when adding items using a barcode scanner.

• Copy Rules - New fields have been added to the Copy Rule Settings as follows:

  • Confirm- Determines whether or not the Copy dialog is opened - if unchecked, the transaction is copied without the confirmation window.

  • Open Trans- Determines whether or not the new transaction is opened or not. When the Confirm = True, this setting sets the default for the Open Transaction checkbox.

  • Action- Determines whether or not the Copy Rule is used as an Action - ie. listed under the Actions button on the Transaction.

• Copy Rules - Type = Contact - A new option Contact has been added to the Type. When Contact is selected, you are able to copy from all upstream transactions that have the same contact (Company). See image below:

• Copy Rules - Copy Header only - A new option has been added to the Copy Item Typessetting - None (Header only). Use this option to only copy the Transaction Header.

Copy Dialog docked - The Copy Dialog now opens docked in the main application window. See image below:

• Transactions - Edit Note/Edit Tracking - Functionality has been added to scroll through the transaction items in the Note and Tracking dialog. See image below:

• Transactions - VAT column - All the VAT Settings (VAT Type, VAT % and Inc/Exc) have been consolidated into one column named VAT. The individual fields are available when the dropdown button is clicked. See image below:

• Transactions - Payments - Functionality has been added to create a payment schedule linked to a transaction. Payments can be set by Percent or by Amount, for a specific date or for a condition and will update when the Transaction total is updated. A setting 'Payments' has been added to Transaction Types to turn this feature on/off for a Transaction Type. Click Menu > Open Payment Scheduleto view/edit the payment schedule for a transaction. Payments can be displayed on a template (See image below) - at present, that is really the only functionality for this feature. Payments are not copied when a Transaction is copied.

• Transactions - Linked Emails - When Transactions are e-mailed, an explicit link to the transaction is now added to the e-mail. E-mails linked to a transaction can be viewed by selecting Menu > Summaries > E-mails. See image below:

• Transactions - Data Filter - Transaction data filters can now be customised using View Button > Actions. The Actions menu item is only visible for users with Full Access to the Transaction Type. See image below:

• Add a new Filter - Set the Data Filter and click Actions > Add, enter the name of the Filter and press Enter.

• Update a Filter - Select the filter, change the Data Filter the way you want it and click Actions > Update

• Delete a Filter - Select the filter to be deleted, click Actions > Delete

• Set a Filter to be the Default -Select the filter and click Actions > Set Default. The Default Filter is set when the transaction is opened.

• Add/Edit Cus/Sup- When a Customer/Supplier is added/edited from a transaction, the back button on the Customer/Supplier Edit form now takes you back to the Transaction from which the Customer/Supplier was added/edited.

• Transaction - Refresh - The Menu > Refresh Lookups function has been removed from Transactions in favour of using the global Refresh button at the top right of the application window.

• Transaction Item Images - The Items_Images data pipeline now also includes the item’s NOTE field. Eg. You can now use this pipeline to display Notes with images only for the items that have a linked Image.

• Item Costings - Estimates on the Costing module are no longer restricted to adding root items only. Nb. This functionality has been changed to cater for scenarios where you have single-level Costings (one complete costing per product). When you create cascading costings, however, you need to restrict each costing to contain root items only.

• Transaction Types - Approvals - When an Approval record is added, the amount now defaults to 0.

• Custom Items - A Custom button has now been added next to the Add button - Clicking this button will add a custom item and set focus to the Description column. See image below:

• VAT Popup Edit - The VAT Popup editor has been removed and replaced by individual fields in the Transaction Items grid. By default only the VAT Type field is visible (ps. The popup editors are returning errors when working in Winflector).

• Price Popup Edit - The Price popup editor has also been removed.

11. Workflows

• Numbering - Each Workflow now has it's own number sequence. The upgrade will set the number equal to the ID

• Layout & Actions - The Layout has been updated (See image below) and the Actions on the right no longer have a default 'Add' option - Actions need to be specifically created for each Workflow module.

• Save/Restore Layout - The Save/Restore Grid menu options (when a workflow is open) have been changed to Save/Restore Layout. In addition to saving the grid, the width of the Action buttons and both the width and height of the reminders panel is saved now.

• Workflow Action - Input Form- A new Workflow Action Input Form has been added. When this action is selected, you are able to create an Input Form using the standard User-fields functionality - right-click the item and select Edit User-defined fields. See image below. The following data pipelines have been added for Output:

• WF_Item_Rec- USe when you only want to Ouput the data on one Action.

• WF_UserFields- Outputs the User-defined fields that make up the Input Form - FieldName = User-field name

• A Refresh button has been added to the button bar for easy access (Before we had a Refresh item in the popup menu) - see image below:

• We’ve reverted back to using a popup menu to add Actions to a Workflow - it looks neater and scales much better - see image below:

• The way Reminders are added has been changed as follows: (See image below)

• Click the Remind button to select which Users need to be reminded. They will be reminded according to the period on the right of the button.

• Click the Set button to set the reminder date/time of all the selected users to the period on the left of the button.

• The information captured on an Input form Action type will now also display in the Notes view - see images below:

12. Replication

A field name REPLICATEID has been added to most of the transaction, accounting and Item setup tables. This can be used as an alternative primary key against which replication can take place when the Primary Keys don't match from one DB to another. The REPLICATEID field can be updated in the RID column which has been added to grids (hidden by default) in the modules below:

Transaction Types (RID column has been added to the following grids)

• Transaction Types (Table ENTRYTYPES)

• Status (Table STATUS)

• Copy Rules (Table MODULESCOPY)

• Categories (Table CATEGORIES)

• Costing Rules (Table MODULESCOSTING)

• Cost Update (Table PRICEUPDATES)

Menu Manager (RID Column has been added to the following grids)

• Menu Groups (Table MENUGROUPS)

• Menu Items (Table MENUITEMS)

• Visible (Table MENULINKS)

• Startup (Table STARTUP)

Accounting Setups (RID Column has been added to the following grids)

• Account Categories (Table ACCCATS)

• Accounts (Table ACCOUNTS)

• VAT Types (Table TAXTYPES)

• Credit Terms (Table CREDITTERMS)

Customers (RID Column has been added to the following grids)

• Customers (Table CUSMAIN)

• Contacts (Table CUSCONTACTS)

• Customer Categories (Table CUSCAT)

Suppliers (RID Column has been added to the following grids)

• Suppliers (Table SUPMAIN)

• Contacts (Table SUPCONTACTS)

• Supplier Categories (Table SUPCAT)

Items (RID Column has been added to the following grids)

• Editing View - Detail (Table MATUNIT)

• Editing View - Costing (Table MATPRICE)

• Editing View - Pricing (Table MATCOST)

• Item Categories (Table MATCAT)

• Items > Accounting (Table MATACC)

• Items > Inventory (Table STOCK)

Price Lists(RID Column has been added to the following grids)

• Price Lists (Table PRICELISTS)

• Edit Price Lists (Table PRICES)

13. Notices

Functionality has been added to automatically send Popup and E-mail notices from BOS Enterprise. Popup notices appear at the bottom right of the screen.

Notices can be configured from Main Menu > Setups > Notices. Access to this module is controlled by the Staff Setting > Setups > Notices - Access Allowed. Notices can also be added in the Menu Manager.

• Description - Used to name and identify what a Notice is intended to do - it's for internal use only.

• Caption/Subject - The contents of this field will be displayed as the Caption of a Popup Notice or the Subject of an E-mail notice.

• Type - This field is used to select the Notice Type - options include:

  • Calendar - Own / Selected - This configures the sending of Notices when Calendar events are due. The Alert Min. field in staff determine the minutes before the Calendar Start Date that the notice will be sent.

  • Reminder - This configures the sending of Notices when Reminders are due. The Interval = minutes before Appointment that the Notice will be sent.

  • Custom SQL - SQL is used to generate the Notice message and must return a text field named NOTE. The Notice is only sent if the NOTE is not null.

  • Reports- All the Reports which don't use parameters and have a linked Output template are listed in the Type lookup. If the Report is Empty, the notice won't be sent. Report Notices can only be e-mailed.

• Staff - Used to list the Staff and Notice Type that must be sent to them. Options include Popup, E-mail or Both. The Active field can be used to temporarily disable the sending of notices, eg. when staff are on vacation.

• Schedule (Applicable to Reports + Custom SQL) - Notices can be scheduled to be sent by the Day of the Week and the Time. - eg. Wed 08:00am.

• Interval - Can only be set if the Schedule is empty. On Calendar and Reminder Notices, the Interval is used to set the minutes before the due time that the Notice must be sent. On Custom SQL and Report Notices, the Interval determines the minutes between which the notice will be checked and sent.

Setting up a SysEmail user to send e-mail Notices.

Ideally only one user will be setup to send e-mail Notices to all users. QuickEasy can be logged into this user on the server and minimized to the Notification area to prevent users from accidentally closing the application - see Main Menu > Home > Minimize to Notification Area. The following staff settings apply:

• System > Send E-mail notices - This setting flags the user that will send the e-mail Notices.

• System > Seconds before Auto-logout - This setting must be set to 0 to prevent automatic logout.

Audits

All Notices that are sent are Audited - these Audits can be viewed in the Notice Module > Menu > View Audits.

14. Actions

Actions are linked to Transactions Types and can be used to perform a number of processes simultaneously. eg. Check if Sufficient Stock, Issue Stock and Copy to Invoice

Actions are listed on Transactions in the popup menu that is opened by clicking the Actions button.

Actions require explicit user Access. If you want to grant specific user-access to a Copy Rule, you can un-check Action on the Copy Rule and create an Action for the Copy Rule.

Setting up

Navigate to Main Menu > Setup > Actions to open the Actions Setup module - user Access needs to be granted at Staff Settings > Setup > Actions - Access Allowed. An Action consists of a header and items which provide an ordered list of the tasks to be completed when the Action is executed.

Action Headers

• Transaction - Links to 'Menu Item' or to a Transaction Type.

• Description - Information about the Action

• Caption - The Caption that will display on the Actions Menu

Action Items

Type - Options include:

• SQL Update - an SQL statement will be executed, most probably a stored procedure will be used. Right-click > Edit SQL to open the SQL editor. This type must be used to update or insert records.

• Copy Rules - The Type lookup includes a list of the 'From' copy rules linked to the Transaction selected in the Action Header.

• Open Transaction - SQL is used to return the TRANSID field of the Transaction that must be opened. if TRANSID is null, nothing will happen.

• Messages - The following message types can be used to Inform, Warn and Block users. All the Messages are generated using SQL which outputs a text field named NOTE - if the NOTE is null, the message won't be displayed.

  • Confirmation - The user will have the option to continue (Yes) or Cancel the Action.

  • Error - This will display an Error type message and abort the Action. User closes the message by clicking the OK button.

  • Information - This will simply display a message which the user can close by clicking the OK button. Typically used to inform the user that the Action was successfully completed.

  • Warning - The user is warned, but has the option to continue (Yes) or Cancel.

Description - Enter a description which describes how the item works.

Notes - Right-click an item to add a longer note which explains how the item works.

User Access - Users access to execute Actions is assigned at Staff Settings > Other Settings > Action - Access Allowed. In the Actions module, User Access is set by right-clicking an Action and selecting Set User Access.

15. Budgets

A Budget module has been created. This is a fixed module that needs to be added to the Menu in Menu Manager before it can be used. User Access to this module is set under Staff Settings > Accounting > Budgets - Access Allowed.

The new Notices module can be used to automatically alert users when, for example, a Budget is exceeded or has been used up to say 80%.

Budgets can be measured against the following (See image below):

• Date

• Transaction Type

• Account

• Entity

• Company

• Rep

• User

• Item Category

16. Optimisations

• Age Analysis - The Transaction Custom fields (TEXT1, TEXT2, TEXT3) have been added to the allocation data pipelines on both the Customer and Supplier side - (SA_Allocation, AA_Allocation).

• Settings are now only fetched once after initial login or login by a different user and stored in a local table. Click the Refresh button in the Main Menu to re-fetch the Settings.

• Lookups (Settings, Customers, Suppliers, etc.) are now loaded into a virtual table on the client pc for the duration of the session. The virtual table is updated directly with changes are made to the lookup tables locally. To refresh the lookup tables to changes made by other users, click on Main Menu > Refresh (top right).

• The Mat Bom Check module has been removed in favour of using the Estimating module which now provides all the functionality that was in the Mat Bom Check module.

• Item Summary - An option to Save Grid (All Users) has been added.

• E-mail/PDF- PDF documents are now streamed directly into E-mail attachments, they are no longer saved to the Temp file before sending.

• Account Summary - The Account Summary has been discontinued as an unnecessary duplication of the Ledger. The modules that drilled down to the Account Summary, now drill-down directly to the Detailed Ledger. This includes the Trial Balance, Income Statement, Balance Sheet and Reports. Remember that the Ledger can run in the side panel next to the Trial Balance running in the main panel.

• Security Enhancements - The following settings have been changed from file lookups to text edits.

  • Images > Folder

  • General > Folder > Documents

17. Payments / Receipts Module

We’ve added a new Payments/Receipts module that replaces the existing Payments interface which opens when the Pay button is clicked on a transaction.

The new Payments/Receipts module based on a Transaction Type, but it’s a ‘lite’ module that only supports the functionality that is applicable to payments or receipts. It has been designed to run in the side panel. Eg. Next to an open Transaction.

Functionality is provided to automatically select the Total Outstanding, Invoices over 30 days, Invoices over 60 days, etc. or you can manually select which of the outstanding invoices to pay. You can also add a custom amount that will be paid. The numbers in the following paragraph reference the image below:

• Button Bar - Click New to create a Payment/Receipt. Click Done when the Status is green. Done will allocate the Invoices and set the Transaction to Complete.

• Status Bar - The Date can be edited (Depending on the Transaction Type Setting and you can select the amount that needs to be paid from the dropdown - see options below:

1. Customer/Supplier - click the elipses … to select. When a new Receipt/Payment is created, you are prompted to select a Customer/Supplier

2. Amounts band - the amount that must Pay can be entered manually or it will calculate based on the Pay option selected above. The Tendered and Change amounts are calculated when you add a payment amount.

3. Add Item Bar - Click Add to add the tendered amount. Click Clear to clear the Items.

4. Items that have been added to the Receipt/Payment - the Total must match the Pay field above.

5. Outstanding Invoices - The payment allocation will automatically be generated based on the Pay amount that is entered or on the Payment selection made in the top row. You are able to manually select which invoices will be paid.

Payments / Receipts in Menu Manager

Modules will be opened in the Payments module if they are listed under Type = Payments in the Menu Manager. See image below:

• Transaction Status - The Payment module is only used for Pending transactions - ie. new Transactions must default to a Pending status that does not update Accounting. When the Done button is clicked, the Transaction is set to Complete and it can only be opened in the Ledger after that. NB. The payment Transaction Type also needs a default Complete status for the Done button to work.

• Business Entity - The Business Entity is not editable in the Payments module, so if Business Entities are used, it needs to be fixed in the Transaction Type settings.

• Multi-Currency - At this stage the Payments module only supports local currency.