What you'll find on this page:

• General Enhancements

• Settings Enhancements

• Workflow Enhancements

• Timekeeping Enhancements

• Tracking Module

• Estimating Enhancements

• Planning Board Enhancements

• Reporting Enhancements

• Dashboard Enhancements

General Enhancements

• Transaction Items Category - The Transaction Items Category has been added to the Items View.

• Inventory Module - The Min Qty and Available Qty columns are now highlighted in red when the Available Qty is less than the Minimum Qty. Similar to the Items Grid View.

• Transactions - Cancel Action - A Default = Cancel option has been added to the Transaction Type Header Status settings. When a Status has Default = Cancel selected, a ‘Cancel Transaction’ menu item appears in the Actions menu. This action will set the Transaction to the default Cancel status and create an Audit. The Cancel Transaction is disabled when the Transaction is Read-only.

• Actions - User Access > Role Access - The User Access settings on Actions has now been moved to a Role level, including access to the Actions Setup module. The Action Role Settings can be added/updated in Main Menu > Setup > Settings > Roles or in the Actions module Menu > Role Access

• Reports - Open Detailed Ledger - When you open a Detailed Ledger from a Report that uses a Date filter, the report’s date filter dates are now applied to the Detailed Ledger. If the Report does not use a Date filter, then the date is set to ‘This month’ in the Ledger.

• Setup > Accounting > Reporting - A New button was added as well as functionality to delete the selected Items in the Gridview.

• Reports / Reporting Modules - Save Grid - Functionality has been added to ‘Save Grid - All Users’ in the Custom Reporting module as well as in the standalone Reporting Modules.

• Transaction - Warnings - The Transaction Warning, which displays in a red band along the top of an open transaction, can now be customised using the Setting: Transaction Types > Warning Message - see Image below. Click the Edit button to insert the SQL that will generate a Custom message. An input parameter named :TRANSID (To reference the Transaction ID) is required and the SQL needs to return a text field named WARNING.

If the setting is not found, the default warnings will be displayed, these include:

• • Customer - Warning note (Set up in the Customer module)

  • Duplicate Order No. (Customer Transactions)

  • Duplicate Invoice No. (Supplier Invoices)

  • Stock transaction prior to Stock Check (Stock Transactions)

The stored procedure TRANS_WARNING can be copied and easily converted into a Custom Message Stored Procedure.

• Ledger - Category - The Transaction Category field has been added to the Items view as well as to the Detailed Ledger views, hidden by default.

• Exceptions - All - an ‘All’ option has been added to the Error filter.

• Estimate Costs - Profit, MU% and GP% fields have been added to the Estimate > Costs grid - in the Estimate form as well as the Estimates view in the Transaction Items grid

• Estimates - Menu > Convert Materials to Components. This function will iterate the estimate items and convert all the material items, which have linked costings, to components. The procedure is limited to 100 levels to prevent errors when costings contain circular links.

• Timekeeping - The default New Job and Waiting statuses are no longer displayed when a Task is stopped in Planning Board mode.

• POS / Payment / Cashup module settings - The POS Settings used by POS, Payment and Cashup modules have been moved from General Settings to Transaction Type Settings so that different settings can be used for each Transaction Type.

• Trial Balance - The Trial Balance report has been updated to display positive amounts in Debit and negative amounts in Credit. This means that the Opening Balance will sum to 0 (if the previous period was balanced) and the Opening/Closing balance matches the detailed ledger in terms of being a positive/negative balance. See image below:

• Planning Board - Search WiP - A ‘Find Panel’ has been added to the WiP GridView

• Planning Board - Show/Hide WiP/Summary panel - The ‘WiP’ button used to show/hide the WiP/Summary panel has been replaced by an arrow button similar to those used in other modules. See image below:

• Planning Board - Kanban view - The Auto-refresh functionality is now enabled when the Planning Board is in the Kanban View.

• Report as Module - Filter Panel - When a Report does not use any filters, the Filter Panel is now hidden

• Reports - Refresh - When a Report is refreshed (eg. when scrolling through dates) only the Data is refreshed. Before the grid view was redrawn which caused grouping/sorting/filtering/etc. to be reset.

• Workflow - Appointment Item - A drilldown button has been added to the Appointment Input form to View in Calendar. Appointments are now also visible in the Notes View. See image below:

• Exceptions Report - Filter - The Exceptions Report has been updated to improve the Filtering. You can now select a Module and then multi-select from a list of exceptions for that module. See image below:

• Customer/Supplier Age Analysis - Unallocated - Data pipelines have been added which can be used to show unallocated Customer/Supplier payments on a Statement. AA_Unallocated (Customers), SA_Unallocated (Suppliers)

• Settings > General - The Yes/No settings have been changed to use checkboxes. Buttons have also been added to collapse/expand the Settings grid.

• Timekeeping - Status - Colour bars have been added to the Status lookup

• Settings - Transaction Types - A Transaction Types tab has been added to the Settings module which will be where the General Transaction Type settings, which are not linked to Roles, can be updated. A new Transaction Type Setting > Set Transaction Complete when allocated, has been added. This setting replaces the Status Default = Alloc setting. When this is set to true, the Transaction is set to the default Complete status when a transaction is completely allocated.

• Firebird Client - FBClient.dll - QuickEasy now uses the default Firebird client FBClient.dll, so you no longer need to install the legacy GDS32.dll client when installing Firebird.

• Job Summary - Planning Board - the Planning Board tab has been removed from the Job Summary - all the functionality that was available in this tab is now available directly in the Planning Board.

• Customer/Supplier Summaries - User Fields - A User Fields tab has been added to the Customer and Supplier Summaries. This tab displays the user-defined fields linked to the Customer/Supplier and is visible only if user-defined fields have been created for Customers/Suppliers.

• Form Designer - Charts - Functionality has been added to display charts on document and report templates. See image below:

• User-defined Fields - Setup - The user-defined fields setup module is now only used to set user-defined fields for the fixed modules that use them - see image below:

• Transactions - Info - Info buttons have been added next to the Customer/Supplier fields as well as next to the Item field (When used) - Clicking these buttons will open the relevant Summaries in the side panel. See image below:

• Reports - Open as a Module - Reports can now be opened as modules simply by linking a Report to the Menu - see image below. The Reporting module has a similar interface to the Custom Reporting Module, except that the module caption uses the report’s name and no other Reports can be selected in the module - see second image below.

• Reporting - Info - A Reporting info button has been added to the right of the menu to toggle the Description panel (before it was in the dropdown menu).

• The BOSEnterprise application icon has been changed from the QuickEasy logo to the BOSEnterprise Icon - See image below:

• Grid Column Filters - The grid column filters have been updated to a more user-friendly ‘Excel’ style - See image below:

• Item Summary - Dependencies - The Status of Dependant items has now been added to the Dependencies tab in the Item Summary. See image below:

• Inventory module - Stock Items View - The transaction No. and Date used to receive a Stock Item has been added to the Stock Items View. See image below:

• Transaction - Output Reports - Functionality has been added to output a report from the Transaction menu. This enables you to output documents using fields that are not available in the Transaction module by default. Following are the steps to implement:

  • Create a report in the Reports module and then create a matching Template for the Report. The Report can use the following variables:

    • TRANSID - to select data linked to the transaction

    • VATITEMID - to select data linked to the selected item on a transaction

  • Navigate to Setup > Transaction Types > Templates, add a new Template and select the Report in the Type Column. This column now lists all the Reports that have a linked template.

  • The Report will now appear on the Transactions Output menu, subject to the other template settings, eg. Transaction Status.

• Tracker Modules - Output - Functionality has now been added to Output documents from the Tracking module. Following are the steps to implement:

  • Create a report in the Reports module and then create a matching Template for the Report. The Report can use parameters that match the NAME of an Input field in the Tracking module. Eg. If the Input field NAME is WONO, the parameter used in the Report must be :WONO.

  • Navigate to Setup > Trackers > Templates. Add a new Template and select the Report in the Type column. Other settings include Output - Email/Print and Default, used to print or e-mail a document by clicking the Output button (without opening the dropdown menu).

• Balance Sheet Balance - A Balance field has been added to the Balalnce sheet, similar to the one in the Trial Balance module - see image below:

• Tracker - Access - The USer Access on the linked Action is now ignored and User Access to the Tracker is simply Y/N.

• Timekeeping - Planning Board View - When you select Planning Board View, you now have a dropdown menu from which to select a Planning Board.

• Timekeeping - Stock Items - The Stock Items grid only displays if it contains records.

• Timekeeping - Look and Feel - Improvements have been made to the look and feel for Touch View.

• Inventory Reporting Module - Show all - The ‘Show all’ filter has been changed to ‘Hide blanks’ and it’s unchecked by default.

• Transactions - Copy Custom fields - When a transaction is copied, the Custom fields are now only copied if the downstream transaction uses Custom fields with the same captions.

• Supplier Age Analysis - WiP - The Supplier Age Analysis now also includes a WiP column. For this to work, you need to update the new Transaction Types > Reporting settings. See image below:

• Item Summary - Stock Items - The Item Summary has been enhanced to show available Stock Items. See image below:

• Item Summary - Workflows - A Workflows tab has been added to the Item Summary - it displays all the Workflows to which the item is linked in the header.

• Estimating - Qty - When an Estimate is saved, a Qty of 1 is now added by default if no Quantities have been added.

• Ledger - Currency - A Currency field has been added to the Customer/Supplier/Ledger Detailed Views, hidden by default. This indicates the currency in which the transaction was made, the values in the detailed ledger will always be local currency, however.

• Trial Balance - an option to Save Grid (All Users) has been added to the Trial Balance.

• Transactions > Items View - When a transaction is opened from the Items view and the selected record is an estimate, the Estimate is now opened.

• Transactions > Items View - The Assign to, Start Date, Due Date and Progress fields are now editable in the Transactions > Items View.

• Inventory Reporting Module - A Show all filter has been added to the following views, unchecked by default.:

  • Default View - The filter hides items with zero/blank current stock values

  • Stock Items View - The filter hides items with an outstanding Qty of 0

• Menu Manager - Functionality has been added to the Menu Items tab to increment or decrement the Index on the selected records - see image below:

• User-defined fields - The following user-defined field Editors have been added:

  • Lookup (SQL) - This creates a lookup combobox using the SQL entered in the Lookup list field. The select SQL needs to return an ID (Integer) field and a ‘DESCRIPTION’ (Text) field.

• Exceptions - An item has been added to show Customers (Active & Ocasional) which do not have a linked Accounts Contact with a valid e-mail address.

• Items - Audits have been added to record changes to Item Description, Code and Unit. Audits are now also created when an Item is deleted.

• Ledger - Bank Balance - The bank balance is now editable, even if it was imported from a bank statement.

• Classes - Costings - The setting to show/hide Costings has been enhanced with options to show it on the Detail and Costing tab or only on the Costing tab

• E-mails - A Send button has been added to the button bar. A Delete button has also been added which can now be used to delete all the selected e-mails. (The 'Send' and 'Delete all' menu items have in turn been removed.)

• Optimisation - The VATITEMS.FROMTYPEID has now been made redundant in favour of using the TYPEID field. This may affect a number of reports that were excluding/showing the Estimate Resolve Items using the following WHERE clause:

where VATITEMS.FROMTYPEID [not] in (3,4)

This needs to change to:

where VATITEMS.TYPEID [not] in (-2,-3)

The new key for the VATITEMS.TYPEID is

• • 0 = Custom

  • -1 = Item

  • -2 = Estimate Resolve Materials

  • -3 = Estimate Resolve Outwork

  • -4 - Cashup Items

  • -5 = Estimate

  • -6 = Summary

  • >0 Est Types

Settings Enhancements

These enhancements are the first steps towards achieving a central, consolidated Settings module which will eventually only contain Global and Role settings - for ease of administration, User settings will eventually all be converted to Role settings. We’re also moving away from the model where all the settings are added by default to a model where you only need to add settings that will differ from the default setting. Warnings are displayed when Settings are duplicated or otherwise invalid.

• Settings - The Setups > Settings and Defaults module has now been renamed to Settings and contains Global, User and Role Settings. All the settings that were in the Transaction Types > User Access module, have now been moved to this module in the Roles tab, including: Transaction Access, Estimating Access and the default Locations for Transactions and Estimate Items. See image below:

• Linking Roles to Users - Users should only be linked to one Role. If a user is linked to multiple Roles, the warnings in screenshot below will appear. Users linked to duplicate roles are also listed in the standard Exceptions report.

• Roles - Copy - Roles, with all their linked Settings can now be copied. Right-click on a Role and select ‘Copy Role’.

• New Role Setting - Status Editing Allowed (StatusID eg. 1,23,45) - This setting determines which Transaction Statuses are editable for Users linked to the selected Role. This setting does not override the Status Editable setting, however. If the Setting does not exist, the Transaction is editable according to the Status Settings.

• Transaction Types - Groups - A Group column has been added.

• Payments - The POS - Cash ID, POS - Tips ID, POS - Change ID have been renamed to Payment - … These settings are required in the Payment modules and not in the POS module.

• Transaction Types - Add/Update - An Add/Update module has been added to Settings to make the management of settings easier. See image below. IF the selected Settings exist, they will be updated else they will be added.

• A Delete button has also been added for deleting multiple selected Settings.

• Estimate Access settings will only be added if the Transaction Type uses Estimates and Inventory Location settings will only be added if the Transaction Type updates Inventory.

• Adding Transaction Types settings - Multiple Transaction Types as well as multiple Settings can be selected and added with one click.

If only one setting is selected, the setting value can be populated when the setting is added. See image below:

• Adding/Updating Role Settings - In the example below, you select the Role = User, select all the Transaction Types, select the ‘Transaction - Access Allowed’ setting, set the value to ‘Edit - All’ and click the Add/Update button. This will add/update the setting to all the Transaction Types for the Role of User. The value of the setting can only be set on this form if one setting is selected.

• Planning Board - Workflows - A new Planning Board type has been added which is based on a Workflow module status. The Stages must be populated with the names of the Workflow Status. This Planning Board type works the same as the Transaction - Status Planning Board.

Workflow Enhancements

• Workflow Module GridViews - Functionality has been added to Save Grid (All Users)

• Customer/Supplier/Item User-defined fields - All the user-defined fields linked to the Customer, Supplier or Item on a Workflow can now be added to document templates. The data pipelines are named WF_FieldsComp, WF_FieldsItem

• Workflow - Appointments - An Appointment action has been added to Workflows. This action works similar to an Input Form action and when an Appointment action is created, the following Input Fields are automatically created and can be edited (Except for the Name) by right-clicking the Action and selecting Edit Input Fields:

  • RESOURCE_EVENT - LookupSQL - Displays a list of all the Calendar Resources (Can be updated to filter to a selected Resource Group)

  • LOCATION_EVENT - Text

  • STARTDATE_EVENT - Date

  • STARTTIME_EVENT - Time

  • ENDDATE_EVENT - Date

  • ENDTIME_EVENT - Time

  • NOTE_EVENT - Memo

• When an Appointment is created in the Workflow it is added to the Calendar if the following conditions are met:

  • Resource not blank

  • Start date not blank (Defaults to Now)

  • Finish date not blank (Defaults to Now + 1 hour)

• Right-click the Item and select View in Calendar to see the event in the Calendar.

• When Menu > Show Preview is selected, details of the appointment are visible.

• The events created in the Workflow are editable on the Calendar and the changes made on the Calendar will be updated to the Workflow. Right-click the Calendar Event and select Open Workflow to open the linked Workflow.

• Setup module - The Workflow setup module has been upgraded to open docked using a similar look and feel to other setup modules eg. Classes, Planning Boards, etc. This provides one place to update all the Workflow settings including Templates and User-defined fields. See image below:

• Settings - The following settings have been added to Workflows:

  • Caption - linked Staff - This sets the caption used for the staff field.

  • Caption - linked Item - This sets the caption for the linked Item.

• Drilldown - Buttons have been added next to the Customer/Supplier as well as the Item field which open the Customer/Supplier or Item Summary - see image below:

• Actions - All the Actions (Setup in Workflow module or in the Actions module) are now accessible from the Actions button at the top of the edit window - see image below. Actions from the Actions module are displayed first.

Timekeeping Enhancements

The Timekeeping Touch interface has been enhanced as follows.

• Planning Board screen (See screenshot below) - One touch (click) selects the Task and then the Start button above can be used to open the Tracker Codes selection window.

If the Task has already been started, a Note and a Stop button will appear instead.

A double-touch (Click) on a Task will execute the Start/Stop button.

• Tracker Code screen - see image below - After clicking the Start button, the Tracker Code selection will open (This replaces the popup menu). The list can be scrolled and a selection made by selecting a code and clicking the Start button or by double-touching a Code.

• Timekeeping - The following Staff Settings have been added to the Timekeeping section:

  • Set Status ‘Complete’ (Default = Yes) - This setting controls whether a user is able to select the Complete status when stopping the timekeeping on a task.

  • Show ‘New’ Tasks (Default = ‘No’) - This setting determines whether Tasks with a ‘New’ status will be displayed in the Task list when working in Planning Board mode.

• Timekeeping - Description - The Description on the Planning Board cards has been changed to show the Job detail in the first line and the Customer in the second line.

Tracker Module

This is a new, very light customisable module type which allows for a number of input fields and an Action that can read the input fields. Ideal for scanners.

• The Tracker Modules can be setup from Main Menu > Setup > Trackers and must be added to the Main Menu to make it accessible.

• Tracker Modules - Number pad - A Setting has been added to Tracker modules to show a number pad when running in Touch mode - see image below. By default, the number pad is off.

Estimating Enhancements

• Copy - When an Item is copied in the Input tab, it is now placed directly below the item it was copied from.

• Move Up/Down - Shortcuts have been added to the functions to move items up or down. Ctrl + U = Up; Ctrl + D = Down.

• Qty fields - The fields (Qty, Qty Type, W%, etc.) on the Qty popup window have now also been added individually to the Treeview grid.

• Description - Add and Delete functionality have been added to the Description which allows for custom items to be added to the Description.

• Convert to Estimate - When there is only one Estimate linked to an Item, you are no longer prompted to select an Estimate.

Planning Board Enhancements

• Planning Board - Actions - Actions can now be assigned to a Planning Board. There are no parameters that can be used in these Actions, so the SQL needs to be hardcoded for the selected Planning Board. The hard-coded actions to Sort by Due Date and to Reset the Order and Time have been removed. These can be added as custom Actions, however, which can be downloaded from the Shared Drives\Downloads\BOSEnterprise 2019... folder.

Amongst other things, Actions can also be used to populate the Planning Board to a Calendar.

• Planning Board - Setup - Functionality has been added to automatically add a default Status / Stage list, depending on the type of Planning Board, as follows: (See image below)

  • Estimate - Services - Default Statuses

  • Transaction - Items - Default Statuses

  • Transaction - Status - Add Transaction Status list as Stages

  • Workflow - Status - Add Workflow Status as Stages

• The Menu > Show Completed function has now been removed in favour of viewing the Completed tasks on the Kanban Board.

• Edit/Copy Task - Functionality has been added to Edit/Copy tasks in the Estimate - Services and Transaction - Items type Planning Boards. Right-click on a Task to open the popup menu and click Edit Task or Copy Task. This functionality is only available to users who have full access to a Planning Board.

• Transactions - Assign - The Transactions - Assign Planning Board type has been removed.

• WiP - Trans - The WIP gridview has been optimised by combining the TRansType, Trans No, Item No into one field - see the images below.

• Set Task Due Date - Functionality to set the Task Due Date working backwards from the Transaction Due Date, has been added to the WiP Gridview’s Popup menu - see image below. This applies to the Estimate - Services and Transaction - Items planning board types.

• WiP - Editing - The Status, Due Date and Due Time (@) fields can now be edited directly in the WiP column. The Status lookup is limited to Planning Board Statuses so that a Status change won’t remove the job from the Planning Board. Planning Board Editing access is required. See image below:

• Condensed Layout - The condensed Layout has been restored - See Menu > Layout Condensed.

• Set next task to Ready - A new Global setting has been added to the Planning Boards - Set next Task to Ready on Complete. When this is set to false, the next task on the Planning Board is no longer set to the Ready status.

• Rep Filter - The Rep filter has been enhanced with a Select and Unselect menu item which selects/unselects all the Reps.

• Open Customer/Supplier Summary - Functionality has been added to open the Customer/Supplier summary from the Task/WiP Popup Menus.

• Open Workflow - Functionality has been added to open the linked Workflow from the Transaction - Status type Planning Boards.

• Layout - Transaction - Status - The Task panel on the Transaction - Status type Planning Board has been enhanced with the addition of the Transaction Date and the Due Date.

• Planning Board Types - The Following Planning Board Types are now available:

  • Estimate Services - This populates the board with a task for each service on an estimate. Drilldown is provided to a Kanban board for each stage - a column is provided for each Status in the Stage.

  • Transaction - Items - This populates the board with a task for each Transaction Item based on the Assign field in the Item

  • Transaction - Assign - This populates the board with a task for each Transaction based on the Assign field in the Transaction header.

  • Transaction - Status - This populates the board with a task for each transaction based on the Transaction status. Stages must have the same name as the Transaction Status. The summary on the left side shows the number and total of Transactions by Category and is grouped by Rep.

  • Custom - This provides a simple Kanban board for managing custom tasks.

• Planning Board - Fixed - The fixed Planning Board module has now been removed in favour of using the custom Planning Board modules. All the Planning Board Settings are now found in the Planning Board setup module.

• Rep filter - A Rep filter, which works the same as the Stage filter has been added. When the Planning Board is filtered by Rep, it becomes read-only.

• Drilldown to Kanban Board - Drilldown functionality has been added to the Estimate - Services and the Transaction - Items type Planning Boards. The Kanban board displays all the Tasks for the selected Stage in separate columns for each status. Drag-and-drop can then be used to move tasks between statusses and to re-order them. This will in turn update the order on the main Planning Board. See image below:

Reporting Enhancements

• Reports - A Query has been added to Reports to make it possible to add the Report Filters to a Report template. The Data pipeline is named Rep_Filters. The fields are:

  • REPORTNAME

  • DATESTART

  • DATEEND

  • PARAMETER - The additional parameter which could be Rep, Item Category, etc.

  • TRANSNO

• Calculated Fields - The Calculated fields functionality has been deprecated in favour of doing calculations directly in the SQL.

• Save Grid - Functionality has been added to save the Pivot table as well as the Chart linked to the Pivot Table when the Save Grid menu item is clicked. The way the chart is customised and saved in the Reporting module is how it will display in the Dashboard.

• Report Description - The Info button (next to the Menu button) now pops up a Message Dialog with the Report description (Instead of making a Description panel visible).

Dashboard Enhancements

• The new Dashboard module that can display multiple Reports in a grid of Rows and Columns - only the Chart linked to the pivot table on a Report is displayed on the dashboard, however.

Ie. You first need to create a Report, customise the Chart, Save Grid and then you can link it to a Dashboard.

• A separate Dashboard can be created for each Role using a few Settings and adding it to the Menu (It's a Fixed Module type which populates according to the Role of the logged in user). The Dashboard menu provides functionality to Refresh the Dashboard and to Save/Restore the layout.

The Role Settings include:

• • Dashboard - Rows - The number of horizontal rows .

  • Dashboard - Columns - The number of vertical columns in each row.

  • DashBoard - Reports (ReportID eg. 1,2,3) - The list of Reports to be displayed in the correct order.

  • Dashboard - Automatic Refresh - Enable the Automatic Refresh which executes every 5 minutes.