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REES SOFTWARE & SYSTEMS LIMITED

Rees2000 Changes

This list is intended to keep users informed of the main changes made to each version of Rees2000 as it is released. The latest version available on the Web site will be at the top of the list.

This page (Latest changes)

For earlier changes refer to pages:

VERSION: 04-Mar-2010@17:30

· 2.13.39 - Add/Edit stock from file - so "** Not Used **' for Minimum/Maximum fields when min/max set by branch

· 3.11.14 & 3.11.16 - added selection by G/L code and Cashbook

· 3.11.14 Added selection include/exclude user grouping and added after date

· 5.1 set default "By" on P/O to user name or login name in all cases

· 6.11.32 - added option to print outstanding p/o lines

VERSION: 16-Feb-2010@12:00

· 1.12.5 Client prices report- added Department selection if departments turned on

· 1.13.30 * NEW* Client Balances from a file

· 2.10 Pricebooks - Altered change report printed at end to show % change for cost and price

· 2.11.17 Added 'Print Group/Type summary total Y/N or O)nly'

· 2.13.15 Delete used stock - allow no group and no supplier if "Only delete if Obsolete?" == Y

· 3.2 crTrans() - put PackingSlip from unmatched packing slip in CRTnarr2 field for display in 3.1 T)ransactions H)istory

· 4.1 and 4.4 Added '(LnWt)' |Line weight to print on lower right hand corner of invoice/quote if Freight volumes used

· 4.4 Quote entry - Check Credit limit when converting quote to invoice

· 4.11.25 Loyalty Report - Added Client Ref/Order number and Our Reference

· 6.1 Added "/= Partial Transfer to Stock"

· 6.11.21 Job WIP - show "Quoted" amount on report 8.1 Cashbook - Add options to 'P)rint'

· 7.11.7 - GST Report - show most recent "Report Reference No." to make it easy to reprint report

· 8.1 Cashbook - Add options to 'P)rint'

· 13.3 Sales order list - added "Prevoius Invoice number" to print on report and added Question; "Print only orders that have an Invoice? Y/N"

· 14.14 Setup - added on Debtors page "Stop new Invoices if Credit Limit Exceeded? Y/N"

· 14.15 User maintenance Added ; Exclude User (Option 1.1) altering Client; "Stop Credit"? Y/N & "Credit Limit"? Y/N'

· Added 'Barcode: ['+barDevice()+']' to {F2} key help screen

· Added O)urReference search to {Shift+F4}& {Shift+F5} & sales order via menu

VERSION: 22-Jan-2010@09:30

· 2.6.5 & 2.11.22 Stock Movements - respect 'Include Items with no Movement?'==Y if no transactions and 'Print Transactions? Y/N'==Y

· 2.11.36 Stock items with no adjustments - added stock group selection and sort by group

General

· Added O)urReference search to {Shift+F4}& {Shift+F5} (& also sales order via lookup menu)

VERSION: 23-Dec-2009@10:00

· Added printing page numbers on STANDARD invoices, quotes...

· 5.11.2, 5.11.6 change to allow report on required date even if printing in Order number sequence

· 6.1 - added "Date Transferred" to Job Cost header

VERSION: 07-Dec-2009@08:30

· (1.12.5) - added ' Include Client User Groupings'

· 2.11.35 Stock Turn - fixed for branch

· Show Warning on Vista or later if Windows Registry not set correctly

'VERSION: 24-Nov-2009@11:00

· 1.11.7 Mailing labels - added "Use Delivery Address when available? Y/N" so delivery labels can be printed

· 2.14 Added default setting 'Stock item? [YNX]'

· 5.2 Adding new p/o lines with 'S' ==> get correct default branch

· 5.14 Added "Show warning if negative stock quantity

· 6.11.35 - WIP - Spreadsheet

'VERSION: 10-Nov-2009@09:00'

· 2.2.1 & 5.2 - Receiving serials – Write into Event Log (14.5) incorrect serials entered

· 2.11.24 - added selection for Branch, Start/end stock code and Supplier

· 2.11.35 Stock Turn - added branch selection option

· 2.16.15 Delete Alternate supplier records - altered for methods 1 or 2

· 7.3 Edit G/L transactions - allow GST flagged transaction to be edited except for values

· 8.15 Cashbook Year end update - Fixed "Checking for unreconciled cash book transactions from previous years" to check to see if have actiavated the 8.18 Reconcile Bank Statement option.

· 13.1 - stop writing log entry if viewing sales order then {Esc}

VERSION: 29-Oct-2009@10:30

· 2.8.4 - BOM - added 'Which Bill Types [blank=ALL]'

· 5.2 Added PO Line reference to Packing slip printing and display - only applies to new packing slips from this version update on

· 14.26 - Allow ' Folder on FTP Server' so we can separate clients files

Technical

· "Help" menu bar – new option "Update Rees200 (Web)" - "Save in" folder IS (hopefully) set to Rees program folder to make it easier

· Allow (O:L) in Printer name to force use of landscape printing for that printer (does not work in raw mode)

VERSION: 19-Oct-2009@08:00

· 1.11.31 Email statements - stop "TEST STATEMENT" message

· 2.13.1 & 2.13.22 Change stock code - fixed Sales Order lines on backorder to change correctly

· 2.2.21 Reprint Transaction audit, Added supplier selection

· CopyToFolder() - rewritten to allow function to be used for copying to ANY folder not just 14.36, 14.37,14.39 command to run rees2000 to allow use of CopyToFolder e.g. X:\RE2000\RE2000.EXE COPYTO X:\RE2000\WEEKLY - this is an EXAMPLE of the Shortcut "Target" or X:\RE2000\RE2000.EXE COPYTO BATCH X:\RE2000\WEEKLY - this option can be used to do the copy from the Task Scheduler

06-Oct-2009@15:30'

· 2.11.27 Negative Stock List - added Include/Exclude user groupings

· 2.16.7 Export alternate Suppliers - added more selection options

· 4.13.1 Import invoices - allow (?) to search for folder

· 13.15 "Delete Old Sales Orders" option added, only appears if 13.14 'Delete Sales Order lines when supplied and Invoiced' == N

· 14.5 Event log - set start date = beginning of previous month, end date to TODAY

21-Sep-2009@12:00

· 1.11.37 New report "Client Margin History for File"

· 2.16 "Alternate Suppliers" menu created to group all functions

· 2.16.15 "Delete Alternate Supplier Records" added

· 4.6, 4.7, 4.11.11 Recurring Invoices - when Sales Orders installed added to 4.6 header "Create Sales Order" so sales order is created from Recurring invoice instead of an Invoice.

· 6.11.33 *New report * Employee Summary Report

· 10.11.11 "Sold Vehicles Margin Report" added selection by salesman and report totals

· 13.1 respect 14.14 "Log CANCELLED Invoices as well as DELETED" for sales orders as well

· 13.14 added "Allow COMPLETED sales order to be altered? Y/N"

· 14.14 page 5 added "Always Set Printer to A4_FORM? Y/N" to try to overcome bin problem

'VERSION: 31-Aug-2009@15:30'

· 1.1 using '^' to change open-item status - write log record

· 1.13.1, 1.13.19, 1.13.22 & 1.13.23 Merge/Change clients - rewritten to make more efficient and to stop open-item/non-open-item clients being merged if they have a opening/closing balance or aged amounts

· {Shift+F7} Contacts List - if entering an email address field when this list is popped up, paste the email address on {Enter}

· Added "ReesWebSite" to "Help" menu

VERSION: 13-Aug-2009@13:30

· 2.10.2 Plumbing World price book - option to exclude update if non matching "Supplier Code" also remove option for files on floppy disk, and Erase file after processed successfully so can't load same file next time

· 2.10.7 Yamaha price book - allow .zip file to be used instead of requiring manual unzip

· 2.10.10 Mico Wakefield price book- use zippedFileName to get ACTUAL name of file for prices

· 2.10.12 & 2.10.17 – Mastertrade price book - use ZipView to get ACTUAL name of file for prices

· 2.13.10 & 2.13.20 Price files added "Sort by; 1=Code, 2=Group, 3=Description, 4=Supplier"

· 4.11.3 Daily Sales - modified to respect "CURRENT" setting for Sales Analysis.

· 7.12.3 - G/L debtors interface - Do additional checks to make sure group interfaces set up correctly, Checking for YTD sales and also see if ANY stock codes belong to a stock group. If either of these conditions apply then write an error if no interface codes set up, also added at end of interface error report when there are errors 'To correct these errors set up the correct integration account data in option “7.12.2 "Debtors Interface - Set up Groups" - for each of the stock groups', listed above.'

VERSION: 06-Aug-2009@15:30

1.11.31 - email statements - realign to get last questions on page
2.11.1 ... Stock Masterfile - added on bottom of report 'Total of [ XXX] items'
4.12 - Post invoices - rewrite to speed up by creating Index of selected invoices
5.14 'on "Standard" Printed P/O Divide Qty ordered by "Pack Size" (and print "Purchase Unit" if present on stock record)

VERSION: 31-Jul-2009@16:00'

· 2.11.7 Stocktake sheets – only write spreadsheet for first copy

· 2.11.41 – Barcode labels from a file - allow comma or tab or ' ' delimiter

· 2.13.7 - Post preset prices - write log record

· 3.1 'Q' for Cheques - show Reconciled flag when cashbook installed

· 5.1 Exploding BOM - respect 5.14 Linked stock & obsolete stock settings

· 5.14 'on "Standard" Printed P/O Divide Qty ordered by "Pack Size" (and print "Purchase Unit" if present on stock record)

· 7.14 & 7.11.6 "Spaces to TAB right on page for Accounts (when compressed print used only)"

· 13.1 Print sales order ==>Special layouts (so.frr) - added "SUBTOTAL:" option if Sorting by location to print total QTY for storeman picking

· 13.1 - S)upply all - display below stock warning as per 4.14 "Display warning if: insufficient stock? Y/N" setting

'VERSION: 29-Jul-2009@08:30'

· Added in 2.6.9, 2.11.1 2.11.2,3.11.14, 2.11.26,2.11.31, 2.11.35 – Added selected discount groups

· 2.11.41 NEW REPORT Barcode labels from a file

· 3.3 - Pay creditors, added Ctrl_PgUp/PgDn/Home/End handling and display Payable by Creditor code + name

· 4.11.1 & 4.11.2, 4.11 15 added "When printing invoices in client or alpha order;" "Sort by N)umber, D)ate, O)urRef or o(R)derNo" (or blank for default order)'

· 5.14 "Allow Obsolete Stock to be Ordered? Y/N"

· 5.14 "Allow Linked Stock to be Ordered? Y/N"

· 7.2 G/L batch entry - show account description on line below a/c code entry

· 13.14 added 'Colour Option for Screen'

· 14.33 Ftp test - change default to test connection only

· 14.39 - Reset to remove all *.frr files and print company name on all forms

VERSION: 09-Jul-2009@13:00

· 1.11.2 Printing Statements –altered to allow message for 1Month

· 1.11.15, 1.11.21 & 1.11.22 - Added "Which Department" option

· 2.6.6 & 2.6.10 - added if branch line entry is on "Use Invoice header (not line) Branch"

· 2.8.1 Bill of Materials K for Make - respect 1.14 usual branch AND default.br

· 2.10.10, 2.10.12 & 2.10.17 added ' Update "Description" for existing parts? Y/N'

· 2.13.10 & 2.13.20 Price file - "Exclude Stock Types? Y/N"

· 2.13.19 new option added ‘Swap Description character’.

· 4.11.25 - Loyalty Card report

· 5.1 - added packing(S)lip option to display packing slips

· 5.2 - p(A)cking Slips - add new index to CRR.dbf to show all packing slips - not just unmatched

· 6.1 Quoting job, added e(-)mail quote option

· 6.11.14 - added Exclude & Include stock user groupings

· 13.1 - show "'Purchase Order: [XXX.XX]" on bottom of sales order screen

· 14.33 Ftp test - added sending and getting tests

· 14.33 - remove 'This option _MUST_ only be run at the request of Rees Software SUPPORT' so ITM head office can use it etc...

'VERSION: 24-Jun-2009@15:00'

1.15 update to show better progress and always pack INS - not just at end of year
2.2.5, 2.2.21 & 2.2.23 - altered to force valid branches
2.13.28 - added selection criteria by stock code and supplier
2.13.29 - added column 12 [L] = Delete flag [Delete matched record if first character of this field is D]
3.1 added 'Usual Delivery Reference' - adjusted screen layout to fit new fields better
5.14 "Enter "Delivery Reference" on P/O? Y/N" - if Y adds entry field to header and prints on P/O (For ITM HIWG)
6.1 Print job Costs - show **** Error of transactions do not add up to header totals
Remove "Disable Background Tasks (Force Quit)? Y/N" from 14.14 setup ==> no longer required
14.33 - option added to allow FTP connection test
14.40 - Remove requirement for password and write a log record if successfully run

'VERSION: 11-Jun-2009@10:30'

1.11.30 "Sales by Dept by Stock Group / Type" - added quantities and expanded fields to stop *********.**
1.12.5 - select stock range, 1.12.7 update to allow same selection as 1.12.5
1.13.38 - reword add "(Warning: Client Addresses MUST be present as they are always updated)"
2.13.9 - Zero stock - write a log record
4.13.10 Import Estimator -> if file wrong format then display file contents
6.1 - E= Reprice job/quote, Allow option "Fixed Discount %"
8.11.16 "Reconcile Bank Statement Report" - added "How Many Copies?"
Remove 14.14 'Number of Seconds IDLE before Program Closes'

VERSION: 01-Jun-2009@08:30

· 1.1 Extended client email address's to 110 characters

· 2.1 Allow stock add from {Ctrl+L} lookup even if "Add STOCK on the fly? Y/N" == N (ITM)

· 2.2.26 New option merge branch stock

· 4.14 page 2 added "Printer" name for Picking slip printer.

· 14.5 write log record if cancelled period end cancelled ==> "XXXXXXXX Period End Update Cancelled by operator"

· 14.26 Get files via FTP - allow '*' with 'G' option to get all files 'G' option now expects files to be in /upload folder off the client folder

· Altered CopyToFolder to allow batch mode from command line e.g. RE2000 COPYTO BATCH REESPLAY

· New Version Rees2000

VERSION: 21-May-2009@09:30'

· 1.11.xx Client reports - added ‘active on or after’ and ‘on or before ' date options

· 1.11.30 Sales by Dept by Stock Group/Type altered to allow group selection

· 1.13.25 Timbersmart - update to use txt file EXCLUSIVE and to write to the Event log for error detection

· 1.14 added "Default Client Stock Price [1 - 8]" & "Job Labour Price [1 - 8]"

· 2.1 & 2.14 added option to always display markup/margin % at latest cost

· 2.11.8 - remove rounding to 05c option

· 2.11.10 - Pricebook - added option to create it for a selected client, remove rounding to 0.05c option

· 2.13.28 & 2.13.29 added for Alternative Supplier management

· 4.1 stop user who does not have 'D' rights deleting all lines off invoice and thus deleting it.

· 4.11.5 Quote list - allow date Accepted range selection

· 4.14 'Importing lines via F12, ask question "Get Latest Sell Price? Y/N"' added Question ' Default to "Y"'

· 5.11.6 - added 'Print Supplier Part Number? Y/N' to selection options

· 14.14 "Disable Background Tasks (Force Quit)? Y/N"

· 14.14 added 'Adjust Stock Ave Cost when Job Invoiced? Y/N'

'VERSION: 29-Apr-2009@17:00'

· 1.12.15 Delete client prices – altered to write a log record.

· 2.8.1 Bill of Material set up - check for Superceded stock

· 2.10.4 OMC price import - added 'Only update existing parts? Y/N'

· 2.10.26 JA Russell Electrical, altered so only internet price file can be used, import Barcode from file

· 2.11.11 Price Export File Layout - option to print all formats

· 2.11.25 Product Bar Code, altered - Print message "@Superceded stock - Get Supercession Code? Y/N" and - Print message "WARNING: Obsolete stock item." if obsolete

· 2.12.6 & 2.12.7 Print Special Prices and Export Prices, altered to allow non exclusive use

· 2.12.15 Delete special prices – altered to allow separate deletion of Costs & Sell Prices

· 2.13.10 & 2.13.20 Create Price Update file - added format option "3=Basic"

· 6.1 – Job Set up - View parts - show timber lengths/Trellis after description

'VERSION: 13-Mar-2009@11:30'

· 1.11.30 Sales by Department Report, altered to respect setting Remove GST from sales.

· 1.12.5 & 1.12.6 Client Prices added question "Costs are Latest Cost" so can report at latest or average

· 1.12.15 Delete orphans special client price records. Altered programs that delete stock items to always delete CLP.DBF records client special price

· 2.1 Stock Set up "Purchase Unit" for use with P/Orders (including EDI (XML)), requires forward development.

· 2.2.14 Set "Stock Item?" can now be set to YNX

· 2.3 Maintain Stock Groups Tidy up screen, change: N=No Change ==> N=maNually Set

· 2.13.31 Load Individual Markup's from File - ADDED

· 2.13.39 Add/Update stock from a file - ADDED

· 4.13.7.6 Electrolux XML warranty – added <ComponentCode> field export.

VERSION: 05-Mar-2009@17:30

· 1.11.16 Groups - rewritten so it does not take a long long long time

· 1.12.5 & 1.12.6 - added question "Costs are Latest Cost" so can report at latest or average

· 1.13.27 - Set stop credit flag - update to allow Minimum balance required

· 2.10.4 OMC price - update to allow .zip file as well as .exe

· 4.13.7.6 REVERT requested Electrolux XML warranty changes - as requested

· 4.13.7.11 New Electrolux price file format "SPARES.TXT"

· 5.14- Purchase Orders. added 'Default delivery address' if branches question "Use Branch address as default delivery address? Y/N"

· 8.13.19 - Update Cashbook Budgets from a file option added

VERSION:05-Feb-2009@13:30

· 1.11.16 Groups - rewritten so it does not take a long long long time

· 1.12.5 & 1.12.6 - added question "Costs are Latest Cost" so can report at latest or average

· 1.13.27 - Set stop credit flag - update to allow Minimum balance required

· 2.10.4 OMC price - update to allow .zip file as well as .exe

· 4.13.7.6 REVERT requested Electrolux XML warranty changes - as requested

· 4.13.7.11 New Electrolux price file format "SPARES.TXT"

· 5.14- Purchase Orders. added 'Default delivery address' if branches question "Use Branch address as default delivery address? Y/N"

· 8.13.19 - Update Cashbook Budgets from a file option added

VERSION:05-Feb-2009@13:30

· 1.3 Account Fee, print result message or cancelled if start no typed.

· 1.11.5 added show '(GST on All transactions X.XX)'

· 2.14 added question 'Show value on Stock transfers transactions'

· 5.1 When printing a Fully Completed P/Order a warning is displayed

· 6.1 Job Costing when printing invoice - allow "Show total UNITS (Hours)? Y/N" on invoice even if not "Combining all labour"

· 8.2 & 8.18 Entering receipts and payments display "*** RECEIPT TRANSACTIONS ONLY ***" or "*** PAYMENT TRANSACTIONS ONLY ***" other colour under "TRAN# Name code" entry field, to allow for easier identification of batch type.

Details of changes done prior to this can be found on the following pages:

· Contacting Rees Software