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REES SOFTWARE & SYSTEMS LIMITED

These lists are intended to keep users informed of the main changes made to each version of Rees2000 as it is released. The list is in reverse date order. This page covers those changes completed between January 2002 and December 2002. The latest changes are found on a separate page. This page (January to December 2002) RE2000 Dated 18 Dec 2002 Job Costing Quote printing (under option 6:1) -  a new setup option in 6:14 now allows the quote address to either be the job delivery address OR the client postal address.   Bill of Materials (option 8:1) - The M)ake option enhanced to include the reference and manufactured stock code in any component transactions created. Faxing - Changed to always return printer to previous printer selection if the word (FAX) is in the current printer name. Name must include the brackets. Email Module - Added more error messages.  RE2000 Dated 16 Dec 2002 Stock - Top Selling Stock Report (Option 2:11:23) now has options to select for a stock group and / or supplier. Stock – Routine to Zero Stock Quantities (Option 2:13:9) now allows the quantity and / or Minimum and / or Maximum stock to be zeroed at the same time. Stock Movement Report (option 2:11:35) now prints QUANTITY in heading not VALUE. Job Costing time sheet entry (option 6.3) now copies the date from the previous entry. Job Costing List (option 6:11:1) – error when trying to print in Alpha order now resolved. Job Costing List (option 6:11:1) - now also prints salesman and department. Job Costing Setup (option 6.14) – the default values when installing Rees for printing Text & Memo fields on job cost reports now set to Y. Purchase Order Input (option 5:1) – If the purchase order number is changed when filing the record (because another workstation has filed a new purchase order ahead of you) then a warning message will be displayed giving the new purchase order number. Pack Databases routine (option 14:9) - error now resolved if try and run without the force to quit option turned on in setup. RE2000 Dated 03 Dec 2002 New option 14:19 Pack All Databases will ensure all deleted records are physically removed from all database files. Should only be run if you have deleted a lot of information and then you find that the system slows down. Stock – Supplier Part Numbers list (option 2:11:32) now has ability to exclude obsolete items. Stock – Invoice line Sales by Stock code (option 2:11:18) now has option to also select a customer number range. RE2000 Dated 21 Nov 2002 Stock – Non Active Items Report (Option 2:11:12) now includes the stock location and takes into account linked stock. Stock – Negative Stock List (Option 2:11:27). The summary option now includes summarised figures by stock group and stock type rather than just an overall total. Bill of Materials – List Bills for a selected stock code (Option 2:8:5) – New report provides a list of Bills which use the selected stock code. Sales Orders – Print Stock Available report (Option 13:7) now correctly selects items if a required date is selected. RE2000 Dated 30 Oct 2002 Invoice List (option 4:11:2) - aligned headings when using the Print Salesperson = Y option and added Phone number  field to the report when using this option. Stock Price book imports - Removed ECANZ price book (option 2:10:25) as no longer available. Stock export file routine (option 2:13:16) - now excludes negative stock if this option is selected. F9 key now displays any special stock prices correctly with an ! mark alongside to indicate a special price. Creditors invoice enquiry (option 3:11:15) now also prints the cheque number. General ledger reports now do not need exclusive use of the files to run the add to routine.  RE2000 Dated 21 Oct 2002 Stock F9 Key now has a SCAN search function. This search works in the same way as a wildcard search (using *) but it will exclude any Non stock and Obsolete items from the search Stock – Can now suppress Margin/GP display in the stock setup screen. This is a setup question under 14;14 SETUP page 1 "Show Margin/GP on Set up screen? Y/N". Stock export (option 2:13:16) enhanced to allow field selection. This allows export of only selected fields in a selected order. Client Tasks Added which allows you to log small tasks for clients – needs to be turned on as an OPTION in 14:14 OPTIONS…. Use SHIFT+F10 to input a task… Also new options 1:13:9 & 10 & 11 allow you to edit, invoice and print tasks. Debtors unpaid invoice list (option 1:11:28) now includes the order reference. Invoice Input (option 4:1) – pressing the F11 key now displays the Quote delivery address if for a cash sale account and the first quote detail line for all other accounts. Zero value invoices with text only now display as Type INVOICE not type C/NOTE Job costing List (option 6:11:1) – resolved problem when salesman was selected. System Document Folders – is a new feature which enables you to store your documents for each client, stock item or supplier within a specified directory and enable you quick access to these documents within the Rees2000 program. This is useful for storing letters, advertising, technical drawings, etc for your clients/stock/suppliers in a format that is easy to recall and work on. Refer to the help file setup option 14:1 for a full description of how to set this up and use it. Quotes import from a floppy (option 4:13:6) enhanced to allow import while other users are on the system. RE2000 Dated 16 Oct 2002 Stock file export (option 2:13:16) enhanced to allow selection of specific fields to be exported in required order. (See help file for this option to find the description of the field names) Debtors – a zero value invoice now displays and prints with a description of INVOICE not as a C/NOTE. Debtors unpaid invoice list (option 1:11:28) now includes the reference field. Quote import from floppy (option 4:13:6) can now be run with other users on the system. RE2000 Dated 15 Oct 2002 Creditors setup (Option 3:1) now has creditors user grouping field. Creditors General Ledger interface (option 7:12:3) will now print 8character batch numbers correctly. Creditors Direct Credit list (option 3:11:8) now allows selection of the bank account number. Purchase orders (option 5:1) now displays the supplier part number and pack size at the bottom of the screen when entering stock detail lines. Job Costing status report (option 6:11:4) will now also select and sort by department. Job Costing Quotes (option 6:1) enhanced to allow just quote notes to be transferred to the Job Text without the transactions. Job Costing open jobs report (option 6:11:2) added date sort option. Job Costing WIP report (option 6:11:21) add labour, parts and Invoiced values to the sub total line. Stock Mercury Price files (option 2:10:18) – enhanced to cater for new format. General Ledger print accounts (option 7:11:6) changed the default values for print zero accounts to N and Last or Period to P. RE2000 Dated 03 Oct 2002 Quotes (option 4:4) – enhanced to allow ability NOT to print the quote notes on the quote. Stock – Change stock prices (option 2:2:2) now has ability to also select by stock type. Stock – Set Up Stock (option 2:1) If price breaks are being used these will now display next to the Price. Purchase Orders Receipts –Option 5:2) now writes a detail line back to the purchase order showing Date, Packing slip No and $value. These receipt lines are for screen display only and do not print on the actual Purchase Order. Jobs - Print Summary Report (option 6:11:23) enhanced to include ability to select a stock code. RE2000 Dated 17 Sept 2002 Stock – J A Russel price file import (option 2:10:26) altered to use new INTERNET price file in .CSV format. Stock – Screens 2:1 and {F9} / {ALT+F9} view options – enhanced with the addition of an OPEN(>) option to allow display of open invoice lines for the selected stock code. Purchase Orders – Importing Supplier EDI invoice (Option 5:13:5) – enhanced to update creditors purchase order field with purchase order number and to use the suppliers part number to match with company part number. Sales Orders/Invoices (Option 13:1) – resolved problem of getting margin warning message for every detail line if minimum margin warning flag set and zero quantity invoiced. RE2000 Dated 11 Sept 2002 Creditor Invoice/PO Receipt variance report (option 3:11:18) – now subtotals correctly. Creditors invoice input (option 3:2) – enhanced to always defauly Hold flag to N. Letter Writer (option 11:3) – Now prints t)est page. Invoicing (Option 4:1) – if using the lengths option and displaying these on a second invoice detail line on the screen, changes are now correctly displayed. Vehicle Tracking (ALT+F10 code search) changed to sort on serial number. Job Costing Work in Progress Report (option 6:11:21) – Resolved problem when sorting by job type for a selected status. Yamaha Price file Import (option 2:10:7) – Changed to new Yamaha file format. Fisher and Pykel Price file import –(option 2:10:44) – resolved problem with updating price 2. Stock – Changing stock Prices (option 2:2:2) – enhanced to allow different % increases for each of the six stock prices. Stock set up (option 2:1) – Enhanced by adding Copy to function. This will create a new stock code with the same details as an existing stock code. RE2000 Dated 22 Aug 2002 Vehicle tracking – Resolved problem with ALT+F10 key not displaying option to select only unsold vehicles. Serial Tracking has been enhanced to cater for invoice numbers of up to 8 digits. Stock – Display of margin percentage in option 2:1 now uses the same calculation as the margin reports. It will be based on Latest or Average cost depending on the setting of the question "Cost of Sales is at Latest cost". Stock Receipting – Can now suppress the updating of Latest Stock Cost when receipting stock. Answer N to the question ' When receipting update Stock "Latest Cost"? Y/N' found in options 5:14 and 2:14. Stock Report 2:11:16 – resolved problem with the stock sub total description and improved the column headings when just printing a summary report. Stock Report 2:11:18 – improved column headings when just printing a summary report. Can now get a warning if the {ESC} key is pressed while editing NOTES fields before the changes have been saved. If the question "Display Abort Edit Y/N" is answered Y in option 14:14 SETUP page 4 of 4 then this warning message will be displayed in the top right corner of the screen and must answer Y to abort or N to continue with the editing of the notes. Lookup screens. A '?' in any field with a lookup table will now display the lookup table for that field. (ie a '?' in a stock code field will display the F9 lookup table). A '?' in a field which requires input of a file name will diplay the windows file browse window. RE2000 Dated 06 Aug 2002 Debtors - Set up Clients - (option 1:2) - Resolve error when using I)nvoice option and attempting to view the invoice details. Job Costing - Set up Jobs (option 6:1) -Resolve problem when attempting to add a new client  from this option. RE2000 Dated 01 Aug 2002 Debtors – Stop Credit List (option 1:11:20) now has the same selection options as report option 1:11:8. Debtors maintenance screen (option 1:1) If you are using the feature that "Invoices are GROSS of discount to statement" then after period end processing the Invoice discount available is displayed next to the "Credit Limit" field. Debtor’s maintenance screen (option 1:1). New question "Allow Specials Y/N or Ask?" now available if "Special Stock Prices" option is being used. Stock Sales Transaction entry (option 2:2:4) – Can now change the reference field (the word ‘SALE’ is the default value). Stock – Invoice lines Sales by Client report (option 2:11:16) now has new options to include and exclude CLIENT user groupings and to specify selected stock groups. Stock - Invoice lines Sales by Stock Code report (option 2:11:18) now has new option to specify selected stock groups. Stock Reorder Reports (options 2:11:2 and 2:6:7) if sales orders are being used now has added selection of "Include if Items on backorder". Stock Maintenance Screen (Option 2:1) enhanced to display improved markup details and also provide an option to "Mark Up Individually" Y/N" the stock item. Stock – Price update disk processing (menu option 2:10) now has additional question "Mark up prices 2-6? Y/N". This avoids having to run option 2:2:7 after reading a price file. Stock – Maintain Stock Groups (Option 2:3) now has additional question "Mark up prices 2-6? Y/N" if stock margins are changed. This avoids having to run option 2:2:7 after changing the margin percentages. Stock – Set Selling Prices (Option 2:2:7) the selection criteria have been re written to allow selection of more than one group or supplier and to also select "Mark up individually" stock Items. Stock Lookup (F9) now displays a "!" if a special price exists which is less than price 1. Stock Lookup (F9) the search by group option now has the ability to search by group description as well as group number. (NOTE: the F4 key will display a list of valid descriptions to choose from). Branch Reorder Recommendation Report (option 2:6:7) now has new option to allow the report to be based on the stock file minimum quantity plus or minus a percentage. This does not change the actual minimum quantity on the stock file. Branch Sales History Report (Option 2:6:9) – New report. Cheque Deleting (Options 8:11:13 and 3:11:9) stop the deleted cheque or direct credit from being included in any subsequent direct credit files. Invoice Import from branch (Option 4:13:1) now flags any imported invoices as not coming from Job Costing system. Invoice Input (Option 4:1) Can now display a Quote list by pressing F11 when in invoice header. Invoice input (Option 4:1) can now automatically default to latest quote number for client and or pop up a quote list. Refer to two new set up questions in option 14:14 password SETUP page 2. Invoices – EDI to Clients (Option 4:13:15) now excludes any invoices from previous periods. Invoice entry – display of quotes (Option 4:1). When press F11 when in a quote detail line to display the quote lines can now press F11 again when asked to enter the quote number to display a list of quotes for this client. Invoice entry (Option 4:1) The "Selected Stock Price" display (when the F11 key is pressed in the stock detail line) has been enhanced to display the Special Price (if being used) and the GST inclusive price if not GST Inclusive pricing. Invoicing (Option 4:1). Change setup question "Warn if Sale Price below cost" (in option 14:14) page 2 – to "Warn if Sale below Minimum Margin %" and added ability to specify the minimum margin %. Invoicing (Option 4:1). New setup question in 14:14 "Gross up to calculate Selling price (Not Cost) on page 1 allows you to enter the cost price on the invoice and the selling price will be calculated by grossing up the "Discount % to calculate cost of sales (i.e. COST*(100/IOO-DISCOUNT)). Invoicing – (Options 4:1 and 4:12). Invoices can now be put on h(0)ld so will not post unless cash received and using the selection to "auto post" in option 4:12. Invoicing – Saving an Invoice to a Quote (option 4:1) – new "Date Accepted" Field is now available. Quotes – Deleting old ones (option 4:13:3) enhanced to also check accepted date if this feature is being used. Quotes Reports etc (Options 4:4 & 4:11:5 & Quote view and Quote lookup) now also display "Accepted Date". Purchase Order Printing (option 5:1). There is now a setup option in 5:14 to allow printing of total value at the bottom of the purchase order. Sales Order Input (Option 13:1) Can now display a Quote list by pressing F11 when in Sales Order header. Vehicle Tracking enhanced to include the "Forced Serial Tracking" functionality. General Ledger batch input (Option 7:2) now displays a warning message when exit if the batch does not balance. Job Costing Invoice (option 6:1 (I)nvoice)…The question ‘Post Invoice’ now defaults to ‘N’ if this is the default setup in invoicing. Event Log (Option 14:5) has new option ‘S’ to print any setup changes. Printing to "FAX" printer. The currently active Client or Creditor fax number (depending on the current menu option) is automatically copied to windows clipboard and {CTRL+V} can be used to paste it to the fax number in the "Fax Printer Wizard" dialogue box. NOTE: If print an invoice to the browser then the debtors email address is automatically put to the clipboard and can be copied using {CTRL+V}. New function keys {SHIFT+F4} = Invoice list and {SHIFT+F5} = Quote list TIMBER & TRELLIS – the new setup option in 14:14 page 2 " Show on Entry Screen?" if a "Y" will now display the selected lengths on the entry screens for Invoicing, Quotes, Jobs and Sales Orders Force other users to quit the Re2000 Program (Option 14:28) has been enhanced with an option to keep your copy of the program open and stop other users logging back in until you log out of your copy of the RE2000. RE2000 Dated 18 June 2002 - Version 2 Stock – Merge stock codes – (Option 2:13:21). Stock Sales Turnover report (Option 2:11:35) corrected to use last 12 months sales rather than sales 12 months ago. Packing slips – Problem with deletion of unmatched packing slips using option 3:13:6 resolved. Cash book summary report (option 8:11:5) now correctly calculates value of unmatched packing slips. New option in Show Logged on Workstations (option14:9) allows messages to be sent to other PC’s. (NOTE: requires option in 14:14 page 4 to be set) New option 14:28 will force RE2000 program to close automatically on other PC’s. (NOTE: requires option in 14:14 page 4 to be set) RE2000 Dated 31 May 2002 - Version 2 Stock Movements Report (option 2:11:22) – the invoice reference number now prints against invoice detail lines. Stock Turn Report (option 2:11:35) – new report. RE2000 Dated 28 May 2002 - Version 2 Sales Orders – Print backorders by stock (option 13:5) – enhanced to include selection by sales person. Creditors invoice input – (option 3:2) – If using the option to display outstanding packing slips can now go V)iew to display packing slip details. RE2000 Dated 21 May 2002 - Version 2 Bill of Material (option 2:8:1). Stop the M)aterial option being used if the security module specifies read only rights for Bill of materials. Stock Receipt report (option 2:11:20) - now prints correctly with the new supplier  selection. RE2000 Dated 17 May 2002 - Version 2 Receipting (option 1:2) can now also print receipt for brought forward clients. To use this option set the question ‘Allow B/Fwd Receipt Printing’ in option 14:1 to ‘Y’ and then an extra question is asked for every receipt entered. Job Costing – The outstanding purchase orders list in the Job cost report (option 6:11:3 or 6:1 P)rint) now includes a column for the value. Stock – Zero Stock Quantity (Option 2:13:9) now includes options for selecting a stock Group and or stock type and including/excluding stock user groupings. Branch Sales Reporting – The report 1:11:30 ‘Sales by Department Stock Group / Type now includes an option to first sort and sub total by branch if branches are being used. RE2000 Dated 13 May 2002 - Version 2 Stock Receipts report (Option 2:11:20) enhanced to allow selection by supplier. (Note that this is the main supplier on the stock master file not alternate suppliers). Stock Movements Report (option 2:11:22) enhanced to provide sub totals for transactions. Creditors Invoice/PO receipt variance report (option 3:11:18) enhanced to provide a Variance column and totals. Purchase Order Enquiry (options 5:7 and 5:8) – Error message resolved. Job Costing (option 6:1) – error when adding stock from within a job now resolved. Job Costing – Completed job summary Report (option 6:11:6) enhanced to provide a Labour / Parts summary option. Letter Writer Module – First Delivery name and address can now be inserted as fields within a letter. Receipting (option 1:2) enhanced to allow printing of a receipt when posting. (NOTE that this is only available for OPEN ITEM clients) and prints on plain paper only. The P)rint option is displayed as an alternative to F)iling the allocation details.. Receipt reprint (from option 1:1) – Can now reprint a receipt for an Open Item client from the receipt display for T)ransactions and H)istory. When the receipt details are displayed use ALT+P RE2000 Dated 06 May 2002 - Version 2 Sales Orders Input (Option 13:1) enhanced so that if press {enter} on a blank Client code the CASH sales client code will automatically be entered. (Provided it is set up in client setup option 14:1). This means must now press {ESC} key to exit this screen. Creditors – New report 3:11:18 if the purchase Order receipt required option is being used (refer to option 3:14). This report lists all Creditors invoices where invoice amount is different from the Purchase receipt amount. It is only available for the current creditors month. RE2000 Dated 02 May 2002 - Version 2 Purchase orders – If you are using ETA feature (turned on in option 5:14 question ‘Enter ETA date on Orders’ then have new report (option 5:11:7) ‘Product ETA Expired Report’ which shows outstanding orders based on the ETA date. Job Costing Work in Progress Report (option 6:11:21) enhanced to also ask the question ‘Report at Cost’. Stock reports – most have now been enhanced to allow you to keep the report specification for future use. Invoicing – problem with supplier code when adding a new stock item from the invoice screen now resolved. RE2000 Dated 26 April 2002 - Version 2 Job Costing - New quick job lookup screen using SHIFT+F3 key. Invoicing - can now stop Invoice text being updated after invoice has been posted to client. Need to set flag 'Lock text once posted' in SETUP option 14:14. Job costing option 6:1 now has a new '\' option which will transfer costs to a stock item or vehicle if vehicle tracking is used and close the job without having to invoice it. This is an alternative to using BIll of materials in a manufacturing situation. Stock - Alternate supplier price now updated as well if price changed in 'Change Stock Prices by %' option 2:2:2. Debtors - Client payment received (option 1:2) -screen now clears if go into a second batch without exiting the menu option. Debtors - New option 1:13:9 has been added to allow merging of clients.  Purchase orders - The problem with using the ALT+F10 key when purchasing  a stock item which is vehicle tracked is now resolved. Invoicing - Reprint invoices (option 4:11:1) - problem with charge to address when reprinting invoices in alpha sequence is now resolved. RE2000 Dated 11 April 2002 - Version 2 Colour Choices (option 14:3) - new colour 14 'Mixture'. Stock system - Alternate suppliers - New option 2:2:22 will rebuild the alternate supplier file. Stock re-ordering (options 2:6:7 and 5:3) now includes required date if a purchase order is automatically created. Stock re-ordering (options 2:6:7 and 2:11:2) now includes option to include the sales history in the report. Stocktake input (option 2:2:3) now costs the changes using the latest cost if the setup option is set to value stock on latest cost. Branch Stock movement report (option 2:6:5) now accepts three digit branch numbers. Stock - change prices by a percentage (option 2:2:2) now allows 4 decimals for a percentage and has the option ONLY to update costs. Stock - Mercury price file import (option 2:10:18) now searches for file *.PBP in the  "c: \midaswin \update"  folder. This is designed to make it easier for users to load these files. Vehicle Tracking - ALT+F10 now has option to just include Vehicles in stock when using C)ode, S)upplier and Ser(N)um searches.  Sales Orders - (option 13:1) added ability to override normal sales order printer ..using 'X' option. Creditors - program now checks that not adding a purchase order when changing creditors information. Purchase Orders - When using EDI to send a purchase order comment lines are now not included in the EDI file. Purchase orders (option 5:1) now uses correct alternate supplier part number if alternate supplier is being used. Alternate Suppliers - CNTRL+F9 key added to display a lookup list of alternate suppliers. Purchase Orders (option 5:1) - Can now view detail lines on completed orders with C)hange option.  RE2000 Dated 14 March 2002 - Version 2 Purchase Orders Option 5:1 enhanced with an E(T)A DATE option. This will change the ETA date on all lines in the purchase order. Debtors "Invoice discount clear to current " (option 1:13:15) - enhanced with an option to not recalculate if prompt payment discount is  a credit balance. Stock changing price one (option 2:1) if the setup question " automatically set selling prices ......" in option 2:14 is set to Y then will automatically change prices 2 to 6 if price 1 is changed. Stock - when receiving stock if prices 2 to 6 are changed now also changes the "Last price change" date field.  Sales Orders (option 13.1) now displays the correct price after the "Quantity Ordered" field instead of after the quantity supplied. Sales Orders back order confirmation (option 13:4) now prints correct date required. Sales orders (option 13:1) now includes the required date in the list of old orders. Invoicing set up options (option 14:1) now has option to display warning if stock goes below minimum. The SHIFT+F9 key can now be used in place of the ALT+F9 to display stock details. Bar code printers - Rees2000 now supports the CX208 bar code printer. Requires the printer to be named BARCODE CX208 and also requires in the DATA folder the special format file CX200.LAB to print bar codes and /or file CX200T.LAB to print straight text price labels. Change Code options 2:13:1, 2:13:2 and 2:13:3 rewritten to speed up. RE2000 Dated 07 March 2002 - Version 2 Macro listing (option 14:7) - now prints complete macro if greater than 80 characters. Quoting (option 4:4) - if create an invoice from the quote the invoice date now defaults to today's date not the quote date. Price update file creation (option 2:13:10 and 2:13:20) now correctly includes non stock items. Printing to browser - problem with displaying on computers running windows 95 and WINNT now resolved. General ledger (option 7:1) account  maintenance B)udget display now includes Next Years Actuals. General ledger new function to automatically generate budgets from actuals (option 7:13:23 Stock re-order reports 2:11:2, 2:6:7 and 5:3 now have extra options - Reorder only to Minimum Level (Not Max) - AND - Adjust order qty up to the "Minimum Order Qty". RE2000 Dated 05 February 2002 - Version 2 Client Letters (option 11:1) now allows selection of just clients with zero balances (Which Month Balance code = 'E'). Invoicing at remote branch. Option 4:13 1 Import Invoice now adds to Head Office client file all new clients added at branch even if no invoice to import from the branch. Job Costing. A new report (option 6:11:26) prints Activity by Employee listing. RE2000 Dated 14 January 2002 - Version 2 Debtors - Special invoice/statement format printing now prints detail lines for credit notes and only summary lines for Job cost summary invoices. Branch stock reorders (option 2:2:27) now displays From branch Quantity in stock and Back order quantity on the screen.   RE2000 Dated 8 January 2002 - Version 2 Branch Stock - Enhanced branch reorder recommendation (option 2:6:7) to allow automatic transfer of stock between branches using a transfer branch.  Details of changes done prior to this can be found on the following pages: January 2000 to December 2000 January 2001 to December 2001 · Contacting Rees Software Phone: 0800 REES EZ (0800 7337 39) Fax: (03) 546 8841