BOSPrint 2017.02

This Upgrade

You can download BOSPrint Exe here: www.quickeasysoftware.com/downloads/BOSPrint_Exe_2017.zip

Tools.exe has also been updated with the download path for the BOSPrint exe and scripts - see image below:

Enhancements

• The Main Menu > Utilities > Calculator now opens in the side panel (where it stays open) and has a Menu button to select the different Calculators.
• Cost of Sales module - An Invoiced column has been added to the Summary band. When the report filters on Invoiced date, the profit is now calculated against the Invoiced Total. A drill-down to Open Job Summary has been added to the Cost of Sales module, available in Transaction View when viewing WO's or running SO/WO combined.
• Functionality to Open Transaction in Ledger has been added to the Menu of Customer Invoices, Customer Credit Notes, Supplier Invoices and Supplier Credit Notes. See image below:

• Customer Summary - The Unallocated column has been added to the Customer Summary > Transactions grid, hidden by default. See image below:

• Cus/Sup Age Analysis - Functionality has been added to set a start date, which serves as the start date when sending a Detailed Ledger statement. A drilldown to the Detailed Ledger has also been added. See image below:

• Supplier Age Analysis - An Orders field has been added to make it possible for users to manage their Supplier Credit limits in the same way that the Customer Credit Limits are managed. The Orders field includes Pending and Active Purchase Orders, less the Supplier Invoices linked to them. See image below:

• Job Summary - A Transactions tab has been added to the Job Summary which lists all the Transactions that make up the Actual Costs.
  • An Output button has been added to the Job Summary to enable printing of any of the data visible in the Job Summary, including a Cost Summary. (Templates are available from Development.)

• Staff Settings - Functionality has been added to copy Staff Settings by Category - see image below:

• We've added a new Staff Setting > New allowed to Sales Orders, Work Orders and Purchase Orders. When this setting is set to No, users are not allowed to create new transactions in these modules. they are only allowed to copy to these modules. This should go a long way to preventing transactions being created by accident, especially just after an upgrade from an older version.
• The Customer Invoice and Supplier Invoice modules have different user access settings (None, User, Supervisor). If you have User access to these modules, you will no longer be able to create new transactions from inside these modules.
• Ledger - If a Customer/Supplier Invoice is setup without a contra account, the Account is always editable in the Ledger - ie. Credit Account on a Customer Invoice and Debit Account on a Supplier Invoice. This functionality enables users to select a different Sales/CoS account for each Invoice. Using the Open Transaction in Ledger function in the Invoice modules provides a quick way to open the transaction in the Ledger.
• The Ledger Reconciled field has been added as an editable field to all the Ledger Views - see image below:

• Ledger Allocation - SO No. fields have been added to the Outstanding and Allocated Invoices in the Allocations grids. Functionality has also been added to Open the linked Transaction - see image below:

• Estimating - Functionality has been added to update the selected Pre-press, Finishing or Material Item - this effectively replaces the functionality in older versions where you could select another item from the Edit form. See image below:

• Material Movement - Tracking functionality has been added to Materials Movement items either by entering the Tracking numbers manually or by using a barcode scanner. The Tracking number is also copied to the underlying Stock Transaction. See image below:

• Update Material Prices - Material Prices can be updated from Purchase Order Items. See image below:

• Sales Orders - An Items View has been added to the Sales Order module. It works similar to the Transaction Items View in BOSEnterprise. See image below:

• Copy dialog - A Warning Message has been added to the transaction Copy Dialog to warn users if the Work Order status change will clear the Planning Board. ie. The Work Order will be changed to a non-Active Status. See image below:

• Linked Transactions - The Linked Transactions module has been updated to open in the side-panel. It now includes the entire flow of transactions from Quote to Accounting and can be viewed at a Transaction or an Item level.
  • Search and drilldown functionality are provided and the Stock filter will filter the list to show only the material movement transactions.
  • The module can be opened from Main Menu > General > Linked Transactions or from one of the following modules: QT, SO, WO, DN, CI, CC, MM, PO, SI, SC, Reports.
  • When running SOWO combined, the linked WO is displayed, but it will drilldown to the linked SO.
  • This module only works if there is a link to SO, WO or PO. - see image below.

• Purchase Orders - Functionality has been added to add materials in the base unit when the Supplier Price is in a different unit. An example of where this would be used is when Paper prices are managed in R/Ton, but purchase in Qty of Sheets. See image below:

• Purchase Orders Items - A Stk field has been added to the Purchase Order Items grid - hidden by default. The field indicates whether the item is a stock item or not.
• Inventory Module - Stock Checks have been removed from the Default View and added to a new Stock Check View which can be filtered by date.
  • A Trans View has also been added. This view displays all the Transactions and Stock Checks in chronological order making it easy to track stock movement for any item - Stock Checks are highlighted in yellow.
  • The Qty Stock and Total Stock fields display positive/negative values for Receives and Issues respectively.
  • Stock Unit Prices can now be captured with up to 4 decimal points.
  • A Search function, which searches across all columns, has been added to all the views. See image below.

• Workflow - Three additional Views have been added to the Workflow module. (See image below). By default the same view as before is displayed.