What you will find on this page:

• Sundry Enhancements
• Planning Board Enhancements
• Materials Enhancements
• Estimating Enhancements
• POS Enhancements
• Branches Enhancements
• Reports Enhancements

Sundry Enhancements

• Copy PO to SO - A Copy functionality has been added to copy a Purchase Order to a Sales Order. This is useful for inter-branch transactions - eg. One Branch places a Purchase Order to another Branch using the same database. The SO Order No is linked to the Purchase Order. At the moment, this functionality does not support Outstanding Qty on items.

To enable this functionality, the Staff Setting > Copy Rules > Purchase Orders: Copy to Sales Order needs to be set to Yes.

• Services - Export Grid - Functionality has been added to Export the Services grid.
• Setup Lists - Save - Save buttons have been added to a number of the Setup forms (eg. Holidays, Leave Types) - previously the Grid saved the updates.
• Balance Sheet - a Show all option has been added to the Data filter which can be used to filter out blank records.
• 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.
• 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.
• Output - Selected Records - Functionality has been added to E-mail / Print the selected records. This replaces the E-mail all… and Print all… functionality which will no longer be visible in the Output menu. This functionality has been applied to the following modules so far:
  • Quotations (Transaction View only)
  • Customer Invoices
  • Customer Age Analysis
  • Supplier Age Analysis
• A Restart button has been added to the Status Bar menu (Bottom Right).
• Export Grid to .xls functionality has been added to the Income Statement and Balance Sheet modules.
• Planning Board - Custom Update - A General Setting > Planning Board > Update Planning Board has been added. This setting is used to add a custom menu item to the Planning Board which will execute the SQL linked to the Setting. The text part of the Setting contains the Caption that will be added to the Menu Item (Caption = Order by Colours printed in the screenshot below). Click Edit SQL to open the SQL Editor. Ideally the SQL will execute a custom Stored Procedure which will update the Planning Board in any way the client prefers.

• Quote/Estimating - Reference - When an Estimate is added to a Quote, the first Reference column is now copied to the Estimate.
• Form Designer - Charts - Functionality has been added to display charts on document and report templates. See image below:

• Estimating - Materials - When a Material is Updated (Changed to another Material), the Quantity and links to a Service are no longer updated.
• Transaction Status bar colour - The Status bar in the Transaction edit form, is now coloured to match the Status (Applicable only when using new Images). This has been applied to all the Transaction types that use Status. See image below:

• GridViews - Column header filters - The column header filters have been changed to a more intuitive, excel-inspired dialog. See image below:

• Bank - Ledger Amount - The Bank interface has been improved with the addition of the linked Transaction value from the Ledger and Variances are highlighted in red - see images below:

• Quote - Reset Estimate Adjustments - A Function has been added to the Quote Menu to Reset Estimate Adjustments to the default adjustment of the selected Customer. By default, when the Customer is changed on a Quotation, the Estimate adjustments are not changed.
• The Main Menu > Help > Online Documentation menu item now opens the new Google Sites documentation site.
• The application icon has been changed to the new BOSPrint icon - see image below:

• Purchase Orders - Copy - Functionality has been added to copy a Purchase Order to a new Purchase Order.
• Purchase Orders - Account - An Account field has been added to the Purchase Order header. This field defaults to the Debit Account of the Supplier Invoice Entry type when a new Purchase Order is created and can be changed.

When the PO is copied to a Supplier Invoice, the Account is copied from the PO.

When a Materials Movement transaction is copied to a Supplier Invoice, the Account is copied from the PO linked to the MM transaction. See image below:

• Delivery Notes - Status - A Status field as well as a Status Note field has been added to the Delivery Notes module.

By default, a new Delivery Note will be set to Pending and when the Delivery Note is printed, the status will be changed to Active.

The upgrade script sets all the existing Delivery Notes to Active. The status settings can be updated from Main Menu > Setups > Settings & Defaults > Transaction Status. See image below:

• Ledger - Due Date - A Due Date field has been added to the Ledger - it can be used for various things, including managing of post-dated cheques. (Yes, some countries still use cheques :) ) See image below:

Planning Board Enhancements

• Summary View - The column on the left of the Planning Board, now shows the Summary view by default. The Summary view is now also expanded by default.

• Planning Board Stages Filter - The Stages filter can now be accessed in the button bar - see image below.

• Column width setting - The width of the columns in the Planning Board can now be set using the Spin Edit in the button bar (next to Stages filter), without having to refresh the entire Planning Board. See image above.
• Button / Menu changes - The option to view the Standard, Condensed and Extended View have also been moved to the Menu and because there is no longer a data filter the View and Reset buttons have been changed to a Refresh button. See image below:

• Drilldown to Kanban Board - Functionality has now been added to open a Kanban Board which displays a column for each Status in the Stage. Drag-and-drop can be used to move tasks between statuses. If changes are made on the Kanban Board, they are updated to the main board where tasks will then be ordered by Status first. See image below:

Materials Enhancements

• Supplier Prices - The Suppliers tab has now been moved to the Units & Prices tab - see image below:

• Supplier prices - Forex - Supplier prices can now be loaded in a foreign currency and will automatically be converted to the local currency for use in Estimates - see image below.

When adding an item to a Purchase Order, however, the foreign currency price will be used if the Currency matches the Purchase Order Currency.

Estimating Enhancements

• Services - Qty Type - The Qty Type has now been added to the Services grid.
• Services - Qty Type naming - The Qty Type naming has been changed slightly to exclude ‘Qty’ and ‘Quote’ has been replaced by ‘Estimate.
• Pre-press Qty Type
  • W/Shts - Worksheet Qty (Total Sheets/ Qty Out)
  • Plates - Qty of Plates
  • Plts (sq.cm) - Plate area in sq.cm
  • Images (previously Signature Qty)
  • Fixed
• Finishing Qty Type (First 2 items apply to Services in Generic Estimates)
  • Fixed - Fixed Qty
  • Est - Estimate Qty
  • Rpts - Repeat Qty
  • W/Shts - Worksheet Qty
  • Sec (m) - Section length in meters
  • Sec (sq.m) - Section area in square meters.
• Estimate - Qty Type - Qty Types are set according to the ‘Type’ of Service Category. When adding a Service to an Estimate, and the Qty Type on the Service is not in the available Qty Types for the Estimate, the Qty Type is set to Fixed. Eg. When using a Finishing service in a Generic Estimate.

POS Enhancements

• POS - Settings - The following Staff Settings have been added for the POS (Previously Supervisor Access was required for these functions)
  • Add Custom Items
  • Change Quantity on Items
  • Zero the price on Items
  • Edit Items
  • Delete Items
• POS - Delete Receipt - Functionality has been added to delete the Receipt from the POS Payment screen - Supervisor access is required. When the Receipt is deleted, the Rounding and Tip transactions are also deleted and the amounts on the Payment screen are cleared. An Audit is also created and linked to the Sales Order.
• POS - Payment - The Invoice No. and the Receipt ID have been added to the Payment screen, next to the SO No. in the header.
• POS - Find Panel - A Find Panel has been added to the grid view displaying the list of active orders.
• POS - Exit - The POS now uses stored procedures which update the database directly without using the Sales Order, Invoice or Ledger modules in the application. When you exit the POS, you are now returned to the main application. (Instead of closing BOSPrint like it was before)

Branches Enhancements

• A Branch field has been added to Customers under the Accounting tab. When a Customer is linked to a Branch, they can only be selected on a Quotation or Estimate which is linked to the same Branch. If the Branch on a Quotation or Estimate is changed, the Customer will be cleared if they are not linked to the newly selected Branch.

• Branches - Setup - The Branches setup module has been moved from General Settings to the Setup Menu - see image below:

• Branches - Adjustment - Default Adj. % and Com % can now be set at Branch level. See image below. When a new Branch is added, these settings are copied from the General Settings.

• Branches - Default Pre-press/Finishing Category - Settings have been added to set a default Pre-press and finishing Category per branch.

Navigate to Main Menu > Setup > Settings & Defaults > Settings > General > Branches - Edit. See image below:

Reports Enhancements

• The always-present Description panel has been removed in favour of clicking an ‘Info’ button to see the Report Description. See image below: