Remember to first read this topic: Before you Upgrade.
BOSPrint 2017.03 has been updated to be Firebird 3 compliant. NB. only the latest exe of BOSPrint 2017.03 will run on Firebird 3.0 without returning any errors.
Click here for instructions for migrating to Firebird 3.0, as well as enhancements to Tools for Firebird 3.0 support.
This upgrade fixes the modal windows problem when running on Winflector.
Please remember to update Settings and rebuild Cost of Sales after installing this upgrade.
Using the QuickEasy SMTP Server requires e-mail addresses, from which e-mails will be sent, to be verified - this can be done through Helpdesk.
The process involves an e-mail being sent to the address with a link to click for verification.
This option uses AWS SES, which is carefully managed and monitored, so it should also increase the probability of getting e-mails delivered to the inbox.
NB. The dialog no longer automatically closes after a Quotation has been added to a Sales Order. See image below
A Leave Manager has been added to BOSPrint and the upgrade script adds holidays and sets up the basic leave types. It can be opened from Main Menu > HR > Leave. Click here for more.
A Staff Summary has been added to BOSPrint. It can be opened from Main Menu > HR > Staff Summary. Click here for more.
The Status field has been changed to be a fixed lookup list (Pending, Active, Terminated) and the field has been moved up to the top-right of the edit form. A Status filter has also been added to staff which filters the staff list to Active staff only by default. The Staff/Rep/User/Operator lookups have also been updated to show Active staff only. See image below:
A Status Bar with a Status Note field has been added inline with the look and feel of other modules. (See image below). Credit Notes that are Complete or Cancelled are now read-only. Any users with Access to CC can change the Status.
Transactions read-only by Status - Transactions that have a Complete or Cancelled Status are now displayed in read-only mode in the following modules:
The rounding is done in the stored procedure UPDATE_FINISHING and the code which does the rounding has simply been commented out - it can easily be changed if a customer wants to have the rounding.
Quotation Status = Users with read-only access to Quotations can now update the Status and Status Note using the following:
The Supplier and Unit Cost fields will be copied to the Sales Order and if it's a Custom Item, the Resolve will be set to Purchase by default. When the Sales Order is copied to a Purchase Order, the Cost Price will be used by default. If the Cost Price is 0, then the Unit price before Adjustment is used.
--Printing
if ((coalesce(:INKDESCFRONT, '') = coalesce(:INKDESCBACK, '')) and
(coalesce(:INKDESCFRONT, '') >
TEMPSTRING = :TEMPSTRING||'Printed '||:INKDESCFRONT||' both sides ';
if ((coalesce(:INKDESCFRONT, '') <> coalesce(:INKDESCBACK, '')) and
(coalesce(:INKDESCFRONT, '') >
TEMPSTRING = :TEMPSTRING||'Printed '||:INKDESCFRONT||' front and '||INKDESCBACK||' back '; ';
The Forecast field has also been added to the Quotation Grid, where you're able to filter on Pending quotations and then group on the Forecast field to view Sales Forecast on a monthly basis - see image below:
Many smaller printers prefer to work on a pricing model which is based on standard products with prices linked to fixed quantities. With this upgrade, we've substantially improved the functionality to operate on this model.
A number of Alerts have been added to the Accounting, Sales Order and Purchase Order modules - See Setup > Settings & Defaults > Alerts. The alerts are displayed when users Output or Copy Transactions. At this stage they only Alert users, they don't block users. See sample warning message below.
For this to work, the new Planning Board Stage setting Ready Status needs to be set - see image below:
In the second Image, the percentage areas 1,2 & 3 indicate the following:
1. The breakdown of Costs, Profits, etc. based on Estimated values. Total = 100%
2. The breakdown of Costs, Profit, etc. based on actual costs. Total = Invoiced = 100% (Percentages only appear once job is invoiced)
3. The Variance between Est. and Actual.
The VAT % has been made editable in the Ledger - see image below. (For transactions that are created in the Ledger) This means that the VAT % is now editable in every module that uses VAT.
The following Copy functions were updated to get the VAT % from the Setups (Settings & Defaults > Accounting - more here) instead of copying the VAT from the previous transaction:
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.)
A General Setting has been added to store the link of your internal documentation. See image below:
When this setting is populated, an 'Internal Documentation' menu item appears under Main Menu > Help. Click this menu item to open your internal documentation. See image below:
A General Setting has been added to identify the Material Category for Flexo Dies - Flexo Dies Category. When this setting has a value, Dies will automatically be replicated as materials in the selected Material Category using the Code as the link between Die and Material. This functionality enables you to use the Material Item in Purchase Orders and so track the Die expenses, eg. replacement and sharpening, which can in turn be compared to the run lengths of the Die (Extracted from Work Orders).
Rewinding Stop Length - Functionality has been added to calculate the Rewinding Stop Length as well as the number of reels required based on the Estimate Qty, Label Size, Qty Up and Qty / Roll.
The following enhancements have been made with small printers in mind, where they generally take deposits on each job and Invoices are settled directly.
Functionality has been added to e-mail a report in Excel format. See image below:
Email - When a transaction is Output to E-mail, the PDF if is now streamed directly into the e-mail (Before it was first saved to the Temp folder and then attached to the Email - this could cause problems in the unlikely case that the PDF was locked, if it was opened from the e-mail before sending and not closed after previewing.)