Migrating from Ver 8/7/6

This topic provides an overview of all the enhancements and new modules that you can expect when migrating to BOSPrint 2017 from earlier versions. At the end of this topic we also cover functionality that has been discontinued.

Apart from the enhancements to existing modules, 18 new modules have been added to BOSPrint 2017, many of them Accounting modules. The new modules follow the enhancements to existing modules.

The upgrade to BOSPrint 2017 is free to existing QuickEasy subscribers. If, however, assistance is required to setup and train yourself, or others, on the new functionality, it will be charged at our normal hourly rates.

Your agent will assess the total time required for the upgrade and provide a fixed Quotation before commencing with the upgrade.

Look and Feel

Icons (1) have been removed from menu items, except for the Navigation Bar.

The layout of the module Headers (2) has been improved by removing necessary bevels and increasing the button sizes.

Menu layouts have remained largely the same, but the menu fonts (3) have been enlarged for easier navigation.

Grid line spacing (4) has been increased slightly.

A Side Panel (5) has been added. The Side Panel can be displayed on the left or the right of the screen and is used to display related summaries and workflows.

NB. A minimum screen width of 1,280px is required to use the Side Panel.

Productivity and control enhancements

Module scroll buttons (Previous/Next) have been added to the Navigation Bar to enable you to easily scroll between previously opened modules.

All the transaction edit forms are now docked into the main form - instead of opening in a modal form. This means that you no longer need to close a transaction in order to view a transaction in another module.

Buttons that executed functions on the selected record in a grid have been moved from above the grid to an Action column in the grid. This removes confusion about whether the action is related to the header/transaction or to the item.

Transactions are now copied from one transaction to the next. eg. a Quotation is copied to a Sales Order, a Sales Order is copied to a Work Order, etc. Staff Access can be assigned to the Copy functions.

Output

Image fields, which can be used to store logos, mastheads etc. which can be used on templates, have been added to My Company. This makes it easy to update all the templates if the masthead changes.

Templates are now saved to the database and therefore backed up with the database.

The Print Dialog has been changed to a Print Menu. The number of clicks to print/preview/e-mail a document remains unchanged, but the menu closes when you click the selected item. (One click saved).

Sundry enhancements

Calendar - Resources are now docked under the date pickers making it easy to select another person's Calendar.

Customers - Customers can now be created as a Company or as an Individual.

Contacts Viewer - Search functionality has been added to the Contacts Viewer, making it easy to search across all fields including name, surname, telephone, mobile and e-mail.

Delivery Notes - Delivery Notes can now be copied to Customer Invoices. ie. You can Invoice from Delivery Notes to ensure that only the items that have been delivered are being invoiced.

Timekeeping - Timekeeping can now be linked to Work Order Service Items.

Financial Close-off date - Functionality has been added to set a close-off date before which accounting transactions can no longer be updated.

Cost Centres

A Recovery Chart as well as a 12 Month History table have been added to Cost Centres. This functionality makes it easy to measure and adjust a Cost Centre's productivity settings.

Materials & Inventory

The MRP Setting has been changed to Resolve. Options include Purchase, Produce, Reserve, Issue

The Cost Price & Sell Price have been moved to a Units & Prices (1) tab to allow multiple Units and Prices to be linked to a Material item.

A Price History (2) tab has been added. All changes made to the Supplier, Cost, Sell or Inventory prices are now recorded in the Price History table.

Supplier Prices can now be added with VAT exc., VAT inc. or VAT Exempt prices.

The Methods tab has been renamed to Quotations (3).

Quotations

User Access

Staff Settings have been updated. See image below:

Printing Access - Quotations / Sales Orders / Work Orders / Purchase Orders

• A Staff Setting > Printing Allowed has been added for the above modules. Select 'None' to restrict users from outputting any documents. See image below:

• A corresponding setting has been added to the template setup which enables you to restrict the output of certain templates to Supervisors only. See image below:

Staff

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:

New functionality in Quotations

A Status Bar (1) has been added with a field for Status Notes.

The Quotation Status can now be edited directly in the Quotations grid, even when you have read-only rights - eg. Sales reps can update the Status on their lost quotations.

Quotations can now be copied to Materials (2). This will create a new Material Item in the selected category and link the Quotation to the Material in the Quotations tab. This functionality is useful when working with standard products.

Quotations can now be copied directly to a Work Order (3) (When running SO/WO as separate modules). This is ideal for creating samples and other non-billable Work Orders.

Pre-press / Finishing

The Add Item (1), Services (2) and Add & Edit (3) buttons have been removed and the Add (4) button has been changed to a dropdown button with options to Add Custom Item (1) and Add & Edit (3).

The Edit (5) and Remove (6) buttons have been added to the action column in the grid.

A Service (7) column has been added to show the Lookup Description of the service that was added.

The Item dropdown list has been enhanced with columns to indicate the provider, costs and production times.

The size of the Edit form has been increased so that tabs fare no longer required.

Finishing items can now also be Excluded from Total. ie. Finishing options can be displayed separately on a Quote letter.

Printing & Paper

An additional Qty/Unit field has been added to Paper so that the Run Qty (eg. Sheets)and the pricing Qty (eg. kg) is visible.

The Printing Wizard has been enlarged and the layouts have been improved.

The size of the Paper Note (1) field has been increased.

Paper Sizes (2) can no longer be changed directly in a Quotation

The Printing Wizard Summary Page has been improved and split into five groups: Summary (1), Printing costs (2), Paper Costs (3), Printing Specs (4), Paper Specs (5)

A Paper Summary, which includes all the Supplier prices, Inventory quantities and Purchase histories can be opened from the paper grid's popup menu.

Itemised Quotations

Itemised Quotations can now be created in the Quotation module. Itemised Quotations can be used for selling finished products and stationery items.

• Quote History - When a Quote is copied, the Quote No. of the parent Quote is now stored in new fields named FROMQUOTEID and FROMENQID. The full copy history of a Quotation can then be found in the Quotation > History tab - the history is displayed top down and drilldown functionality is provided. See image below. NB. This only applies to Estimates, not Itemised Quotations. The history will build going forward, it can unfortunately not be applied to existing Quotations.

• Materials > Round Up - A Round Up field has been added to Quote > Materials (See image below) Previously, the Material Qty was always rounded up to the nearest whole number (ie. Round Up = 1). Now you have the functionality to not round up the Material Qty.

• Materials - Quotation Settings - A number of Quotation settings (Defaults) have been added to Materials. See image below. These defaults will be used when a Material is added to the Materials tab on a Quotation, either directly or as a linked material on a Press Running Option, Packaging Service or a Pre-press/Finishing Service. By default Round Up = 1 and Adjust = checked. (This ensures that after upgrading, the application will work as before)

• Finishing - Qty Types - The Section sq.m and Section m quantity types no longer require the finishing service to be linked to a Section. When the Service is not linked to a Section, the Qty will be set to the combined area of all the Sections. See image below. Note: For Section sq.m, the area is actually calculated on Worksheet size and Worksheet qty to allow for bleed and overs.

• Non-Vat Customers - VAT is no longer added to Estimates if the Customer is marked as non-VAT - see image below: (Before all Estimates calculated VAT and you needed a separate Quote letter which did not display VAT)

Quotation Status = Users with read-only access to Quotations can now update the Status and Status Note using the following:

• Quotation list - Right-click and select Set Status to... on the Popup Menu
• Quotation Edit Form - Click Menu > Set Status to...

• Itemised Quotes - Supplier / Cost Price - Fields for Supplier and Unit Cost have been added to the Items on Quotations, hidden by default. This can be used to record the Cost price of custom items that are broked. (bought and resold). The Profit & Margin fields will indicate the difference between the Total less the Cost Price. If the Cost Price is 0, then the Profit is the same as the Adjustment. See image below.

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.

• Quote Description - The Quote Description is now generated using a Stored Procedure in the database - QT_UPDATE_DESCRIPTION. (Previously it was generated in the exe) This improves performance and makes it possible to change the hard coded words in the description generator to a foreign language simply by editing the procedure. The hardcoded words/phrases are highlighted in pink when the procedure is opened in Flamerobin. See below:

--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 '; ';

Sales Orders

• Linked Transactions now open in a separate window and include Receipts & Credits.
• Status changes are now audited.
• Multiple Items can be copied to Work Orders in one step.
• When a Sales Order is created from an Itemised quotation, the Quote No is now displayed in the Sales Order header - see image below:

• Functionality has been added to Menu > Update the Sales Order from Quotation for Sales Orders that have been created from Itemised Quotations. This function will recreate the entire Sales Order, header and Items, from the linked Quotation.
• Inventory Module - A User field has been added to the Transaction View. For Stock Checks, the User field displays the user who last updated the Stock Check. See image below. We've also added some additional pipelines for the Transaction and Stock Check Views - Inventory_Trans and Inventory_Checks respectively. The plInventory pipeline has been renamed to Inventory_Default.

Work Orders

Linked Transactions are now opened in a separate window.

Customer (1), Contact (2), Rep (3) and Sales Order No. (4) fields have been added to the Work Orders making it easier to identify Customer Work Orders.

User Access Settings

• The Sales Order Editing access setting has been enhanced as follows:

• The Work Order Editing access has been enhanced as follows:

• The Work Order Viewing Access has been enhanced by the addition of: Own (Rep) - A Rep Filter has also been added to the Work Order Data filter.
• Delivery Address - A Delivery Address field has been added to Work Orders. NB. The Delivery Address is therefore no longer added to the Delivery Service on a Work Order. Functionality has also been added to Menu > Select another Delivery Address on the Work Order. The Delivery Address is updated as follows:
  • On Customer change - The Default Delivery Address is used.
  • Copy Quote to Work Order - The Default Delivery Address is used.
  • Copy Sales Order to Work Order - The Sales Order address is used.
  • Copy Work Order to Delivery Note - The Work Order address is used.
  • Copy Sales Order to Delivery Note - The Sales Order address is used.
• Status Change - Status Changes in the Work Order module are now also done by selecting Menu > Set Status to... in line with other modules. Status changes are now also audited.

Customer Invoices

• The Invoice Status is now also user-defined and Status changes are Audited. A Status bar (1) which includes a Status Note has been added to the top of the Invoice edit form.
• Multiple Sales Orders can now be added to one Invoice. (2)

• The overall Discount % on Invoices has been removed. (Including the corresponding Customer Setting) This functionality was causing rounding errors. Adjustment functionality is available in the Items.
• Functionality to 'Update Invoice from Sales Order' has been removed as a fraud vulnerability.

Customer Age Analysis

Two different statement formats are now available: A detailed ledger format which displays all the transactions for the month in chronological order as well as the standard format which displays all the outstanding invoices as well as the receipts and credits for the month.

The Work in Progress (1) value now takes into account part Invoices and Credit Notes linked to a Sales Order.

The Customer Summary (2), which contains contact details (3), account information (4) and a full transaction history (5), can be opened from the Age Analysis.

Purchase Orders

A VAT (1) field has been added so that items with prices that are VAT exc, VAT inc, or VAT Exempt can be added to the same Purchase Order.

Status (2) changes are now Audited.

A Specification (1) field has been added at the header level (Menu > View/Edit Specification). This is useful for adding the job description when making a Purchase Order for Outwork.

Linked Transactions (2) functionality has been added to Purchase Orders.

Inventory (3) can be received directly from a Purchase Order (Menu > Inventory > Receive all Inventory items)

Purchase Orders can now be copied (4) to a Goods Received transaction (Materials Movement) which can in turn be copied to a Supplier Invoice

Supplier Invoices

Items (1) can now be added to Supplier Invoices (Similar to other transactions, eg. Purchase Orders)

The linked Purchase Order (2), Other Invoices (3) for the same Purchase Order as well as Credit Notes (4) linked to the Purchase Order can be viewed in the side panel.

A Status (5) field has been added which can be used to approve an Invoice. Status changes are audited.

Linked Transactions functionality has been added to Supplier Invoices.

Supplier Invoices can now be searched by SO No. or WO No.

Planning Board

The Task Due Dates can now be set automatically according to the Work Order Due Date by using the estimated duration of each service.

Columns can now be ordered by Due Date.

A Summary View has been added to display the total loading for each Production Stage.

Highlight functionality has been added to easily find all the tasks for a job.

An Extended View has been added to show more details about each task.

• Visible Stages - A Visible Stages menu item has been added to set visible Stages on the run. See image below:

• Highlight - When a job is highlighted, only the Stages where the Job is listed are now visible. See image below:

• Auto set to Ready - When a Task is set to Complete, a trigger will now automatically set the next task to Ready. See image below. NB. Auto status changes to other Stages will only be visible when the Planning Board is refreshed.

For this to work, the new Planning Board Stage setting Ready Status needs to be set - see image below:

The Job Summary can be synchronized to the Planning board. This makes it possible to instantly view the complete job when you click on a task in the Planning Board.

• The Job Summary now also works with Sales Orders - a menu item has been provided to open the Job Summary from a Sales Order. When running SO/WO combined and the Job summary is opened from a SO, the Job summary displays the information for the linked Work Order (If it has a linked WO).
• The layout on the Detail, Costing and Timekeeping tabs have been changed to make the information flow more logical and to remove duplicates - see screenshot below. Detail Tab (WO), Detail tab (SO), Costing Tab, Timekeeping Tab

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.

Tracker

You no longer need to click a Login button when logging in. Tracker recognises the PIN as it is entered.

Data Grids (1) can now be customised and saved.

The Work Order Service Item can now be selected to link it to the Timekeeping records.

The Note (2) linked to a timekeeping record can now be edited without stopping the timer.

Functionality has been added to Issue stock (3) from the Tracker.

• Tracker - The Tracker has been updated to cater for Staff changes. The Version no is visible on the login screens.

Leave Manager (Beta)

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.

Staff Summary (Beta)

A Staff Summary has been added to BOSPrint. It can be opened from Main Menu > HR > Staff Summary. Click here for more.

Income Statement

• Up to 12 Periods can now be viewed side-by-side and a Total for all the periods is displayed - see image below:

• A Show all option has been added to the data filter. By default only the Accounts with values are displayed, checking Show all will display all the Accounts. See image below:

• A date filter item, Fin Year (Months) has been added to display the current fin year in 12 month periods. See image below:

Point of Sale

The PoS transaction interface has been cleaned up and clutter removed. Transaction Item Edit buttons (1) have been moved to a popup menu which allows more space for the Items grid.

Faster Item selection is enabled by adding two columns for Category (2) and Items (3).

The Item Preview is docked - no more popup screens.

Menu Items (4) have been expanded for easier selection on a touch-device (4)

Settings have been added to Materials & Inventory to improve control over which items are available in the POS.

Reporting

The Report Description, which explains how the report works, is now displayed when a Report is opened (1)

Interactive Pivot Table (2) functionality has been added to the Reporting module. The Pivot table in turn generates a Chart (3).

A Find Panel (1) and a Filter Bar (2) have been added to improve searching and filtering of the Report data.

New Modules (Excluding Accounting modules)

Workflow (New)

The Workflow module provides the functionality to link all the transactions, notes, files, etc. required to complete a job from enquiry through to accounting. (1)

Transactions can be created and opened from the Workflow and when transactions that are linked to the Workflow are copied, the new transactions are automatically added to the Workflow.

Reminders (2) can be used to prompt you, for example, to: follow up on a Quotation, schedule the job for Production, order Materials, Invoice a completed job, etc.

• Timeline Preview - A Preview has been added to the Timeline view and the Remarks view has been changed so that the User/Date fields take up less space.
• User Access - Remarks - Users can no longer edit remarks after they have created and closed a Remark. When they open an existing Remark, it opens in the Remarks view where all the Remarks are displayed in chronological order.
• Auto-Refresh - A Staff Setting > Workflows > Auto Refresh setting has been added to auto refresh the Workspace.

Materials Price Manager (New)

The Materials Price Manager provides the functionality to view and update all the Material Prices in a grid. Bulk actions, like setting an adjustment, can be applied to multiple items.

Materials Movement (New)

The Materials Movement module is used to manage the receipt and issue of all materials, regardless of whether they are stock items or purchased to order.

Sales Orders, Work Orders and Purchase Orders can be copied to the Materials Management module in order to Receive, Issue or Return materials.

Purchase Order Receive transactions (GRVs) can in turn be copied from the Materials Management module to Supplier Invoices.

Inventory module (New)

The Inventory module is a reporting module that provides all the information required to manage your stock.

• 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.

The Price Update View provides the functionality to update Stock Unit Prices using batch update actions.

BOSPrint also provides the functionality for automatic weighted average stock pricing

Summary Modules (New)

A number of Summary modules have been added to BOSPrint. These modules provide information about Customers, Suppliers, Materials and Jobs and can be opened from Transactions and other relevant modules.

Dashboard Indicators - The Reminders module can be split or toggled to show the Dashboard Indicators in the Side Panel.

Customer Summary - The Customer Summary provides Customer Detail, Account information (including a chart of activity) as well as a full Transaction history. This summary can be opened from Customers, Customer Transactions and from the Customer Age analysis.

Supplier Summary - The Supplier Summary provides Supplier Detail, Account information (including a chart of activity) as well as a full Transaction history. This summary can be opened from Suppliers, Supplier Transactions and from the Supplier Age analysis.

Material Summary - The Material Summary provides the Material Detail, Costing, Pricing, Inventory (including Stock Checks and a usage chart), Dependencies and a full, searchable Transaction history.

Job Summary - The Detail tab of the Job Summary provides a Cost Summary (1), a Job Progress (2) chart as well as a Timekeeping Summary (3). Tabs are also provided to show Planning (4) Information, Timekeeping (5) and Costing (6) Details. The Job Summary can be opened from Work Orders and from the Planning Board.

Ledger

A Trial Errors filter has been added to easily find transactions that are putting the Trial Balance out of balance.

The Ledger edit form opens docked which provides more space for a neater layout.

Allocation (1) functionality is now available directly on the Ledger edit form and allocations can be updated from both Invoices and Receipts/Credits.

A Trial (2) grid has been added to illustrate how the Trial Balance will be updated from the transaction.

New Accounting modules

BOSPrint 2017.01 now includes full accounting functionality. The new Accounting modules that have been added include:

Bank (New)

The Bank module provides the functionality to import and process bank transactions from an Open financial Exchange (.ofx) file which can be downloaded from the internet banking interface of all the major South African banks.

The Bank's ID field is used to prevent importing duplicate transactions.

Customer Credit Notes (New)

The Customer Credit module is used to provide itemised Credit Notes that can update Stock when applicable.

Customer Invoices can be copied to Customer Credit Notes.

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:

• Quotations - Any user with access to view Quotations can change the Status
• Sales Orders - Only users with Editing rights can change the Status
• Work Orders - Only users with Editing rights can change the Status
• Purchase Orders - Only users with Editing rights can change the Status
• E-mails - Explicit transaction links have been added to E-mails. These include Quotations, Sales Orders, Purchase Orders and Customer Invoices. (EMAIL.QUOTEID, ENQID, SOID, POID, INVID). The E-mails tab on the Quotation edit form now uses these links to display linked Quotations. The other links can only be used in reports at this stage.
• Cost of Sales - Costs that are not linked to Items are now also displayed in the Cost of Sales > Items View.

Supplier Credit Notes (New)

The Supplier Credit module is used to provide itemised Credit Notes that can update Stock where applicable.

Supplier Invoices can be copied to Supplier Credit Notes.

Cost of Sales (New)

The Cost of Sales module is a reporting module where the profitability of all your Jobs can be checked and managed.

The Data filter (1) provides functionality to view profitability of Sales Orders by Invoice date, Active Sales Orders (WiP) or Work Orders by Work Order Date.

The Cost of Sales can be measured at an Item (2) or at a Transaction (3) level. Costs that are not linked to Items will only show in the Transaction View.

Full drilldown (4) functionality is provided to check the Purchases, Stock Issues, Stock Returns and Timekeeping that make up the Cost of Sales. 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.

An Invoiced column (5) has been added to the Summary band. When the report filters on Invoiced date, the profit is now calculated against the Invoiced Total.

VAT Control (New)

The VAT Control module provides the functionality to check and manage the VAT.

Every transaction that affects the VAT is displayed and drilldown functionality is provided to the Ledger.

Account Summary (New)

The Account Summary is another side-panel summary module that can be opened from the Trial Balance, Income Statement and Balance Sheet to display the detail transactions linked to an Account.

Trial Balance (New)

The Trial Balance is a reporting module that displays a combination of Income Statement (1) and Balance sheet (1) accounts in Debit and Credit Columns.

Ideally the Debit and Credit columns (2) will balance to provide a zero Balance (3).

The Trial Balance can be view by Account or by Transactions (4). the Transaction View displays all the Transactions that make up the Trial Balance.

PS. It's never been easier to find the Transactions that cause the Trial Balance to be out of balance - simply open the Ledger and search for Trial Errors.

Income Statement (New)

The Income Statement provides a summary of the Sales and Other Income (1), Cost of Sales (2) and Expenses (3) to measure the company's profitability for a selected period (4).

A comparison to a previous period (5) is provided (the same period one year ago) and a companion chart (6) graphs the growth.

Full drilldown (7) functionality is provided to the Account Summary and on to the Ledger.

Balance Sheet (New)

The Balance Sheet provides a summary of the financial position, for a selected date (4) of the company in the format: Assets (1) = Equity (2) + Liabilities (3)

A comparison is also provided for a previous period (5) (the same date one year ago) and a companion chart graphs the growth.

Full drilldown (6) functionality is provided to the Account Summary and on to the Ledger. The Account Summary displays transactions for the last year.

Alerts

A number of Alerts have been added to the 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.

• Sales Order Alerts - See image below.

• Purchase Order Alerts - See image below.

Additional Alerts have been added - Alerts now include:

• Quotation has no Quantities
• Quotation has no Contact Person
• Quotation has no Rep
• Ink %
• Paper %
• Direct Cost %

Discontinued functionality

This section covers functionality that was discontinued. The reasons for discontinuing functionality include:

• The functionality was seldom used
• The functionality was replaced with a more effective or a more user-friendly alternative
• The functionality was discontinued to remove fraud vulnerabilities and to improve management control.

General

Contacts Viewer - The F9 shortcut to open the Contacts Viewer has been discontinued. this became impractical to implement with the new docked layout.

Reminders - The Reminders module has been removed in favour of using the new Workflow module which also includes reminder functionality

Sales Orders/Work Orders - The Production Log (Timekeeping) tab is no longer available on the Sales Orders/Work Orders edit form

Work Orders - New Sales Order & Work Order from Quote - This function has been discontinued. In earlier versions you would need to lookup the Quote in the Sales Order module and then lookup the Sales Order in the Work Order module in order to create a Sales Order and a Work Order from a Quote. In BOSPrint 2017, you simply Copy the Quote to a Sales Order and then Copy the open Sales Order on to a Work Order. Multiple Sales Order Items can be converted to Work Orders in one step.

Planning Board - Updating to the Calendar View has been discontinued. This functionality was not working well due to the time interval constraints on the Calendar.

Ledger - The accounting Periods functionality has been removed in favour of using calendar months as periods.

Customers

• The Material Adjustments / Service Adjustments functionality which was set up on the Customer's Accounting tab has been removed.
• Linking documents directly to Customer has been discontinued in favour of using the Workflows > Customer File functionality

Materials

• The Bill of Materials and Services tabs have been removed. If an item had linked BoM or Services, they would be converted to a linked Quotation.
• Reserve and Order transactions can no longer be created manually in the Transactions tab.

Quotations

• The Quotation Status bar provided an indication of Pending/Accepted/Lost Quotes for the selected customer. This information is now available in the Customer Summary which can be opened from a Quotation by clicking Menu > Open Customer Summary.
• The Sales Notes, Estimator Notes and Production Notes tabs have been removed. Notes can now be added to the Status Note field and to a linked Workflow which is visible through all the stages of the job, not just in the Quotation module. See Menu > Open Workflow. If the Quote is not linked to a Workflow, you will be prompted to create a new Workflow. NB. The existing Sales/Estimator/Production notes are not deleted in the upgrade - they can still be displayed in a Report if necessary.
• Pre-press/Finishing/Packaging - Linked materials can no longer be added directly on a Quotation, they need to be added in the Service setups.
• Pre-press/Finishing/Packaging/Delivery - Functionality to select a different Service from the Edit form and Update the Service has been added. Add > Updated selected item.
• The Quotation Type (Printing Quote/Printing Outsourced Quote, etc.) can no longer be changed on a quotation, instead the Quotation type is selected when the new Quotation is created.
• Paper - The following changes were implemented to remove vulnerabilities in Estimating, improve stock control and to be able to provide information about the paper in the linked Paper Summary.
  • Custom Papers can no longer be added to a Quotation. Papers need to be setup in Materials before they can be used in Estimating.
  • Paper Sizes can no longer be changed in the Quote Wizard. (This was a vulnerability that allowed inexperienced estimators to change the paper say from 640x450 to 640x915 without changing the price.)
  • The Unit field on Paper is required for the paper price to be calculated on an estimate.
  • The Material Type (Sheet or Reel) needs to be setup correctly.