Back to Main Menu

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 2004 and December 2004. The latest changes are found on a separate page. This page (January to December 2004) RE2000 Dated 20 December 2004 Stock - Import Suppliers Stock Codes from a File (option 2:13:35). This is a new routine that provides the ability to import suppliers stock codes from a TAB delimitated text file. Purchase Orders (option 5:1). Resolved problem of price being reset on an existing purchase order line. Purchase Order special alert (option 5:1). Resolved problem of the special Purchase Order alert not displaying if there was no special Invoice alert Job Costing Completed jobs Report (option 6:11:5) ensure that the question to allow the option to "only print completed jobs that have not been invoiced" always displays. Job Costing (option 6:1 and option 6:5) now warn if a stock item is obsolete and there is no quantity in stock. Vehicle stock receipting (options 5:2 and 4:1 Credit notes) now always ensure a vehicle record is written even when no vehicle details are entered or {ESC} is pressed. A warning message is displayed for both these circumstances. RE2000 Dated 02 December 2004 Debtors Comparative Sales Report (option 1:11:33). New report showing sales in current month and YTD compared with same month last year and LYTD. Stock Price file import for JA Russell (option 2:10:26) updated to new internet format. Stock Invoice line sales by Client (option 2:11:16) enhanced with option to print A)ll, e(X)clude Credits or C)redits only. Branch Stock Invoice line sales by Stock Code (option 2:6:6) enhanced with option to print A)ll, e(X)clude Credits or C)redits only. Branch Stock Sales History Report (option 2:6:9) resolved printing of stock code headings when asked for summary of ALL branches. Stock Turn Report (option 2:11:35). Resolved sub total problem if no sort specified. Stock Alternate Supplier Listing (option 2:11:37). New report to list alternate supplier details for selected stock groups or types. Preset price change input (option 2:13:6). Stopped the cost price being copied to the next line. Invoicing (option 4:1) resolved problem of not adding GST when using GST inclusive pricing and set price flag in invoice header to latest cost.  Quoting (option 4:4). When transferring a quote to a sales order now have an option to print the resulting sales order. Quoting (option 4:4) now has a new setup option under 4:14 which allows you to alter  prices on quotes even if no price change allowed on invoicing. Fisher & Paykyl XML format warranty claims (option 4:13:7:5) now includes miscellaneous and mileage charges Purchase Order Printing (option 5:1).If sorting items on the purchase order by Stock code now also sorts by stock description on the purchase order line. Purchase Orders (option 5:1). The {F11} function to import invoice or quote  lines now uses the invoiced cost if the stock type on the stock file is set to X.  Purchase Order list (option 5:11:2) enhanced to provide an option to print all non deleted items. Job Costing - Invoices (option 6:1). Added option to print to Browser or Email (if have email module installed). Letter Writer (option 11:1) can now include the debtors credit limit field in a letter. Sales Orders (option 13:1) resolved problem with {ESC} to exit when pre allocating the sales order number.  {F6} and {F8} options changed if using security and View option is turned OFF, now these will no longer display the total $ owing. RE2000 Dated 11 November 2004 Client stock prices Printed by stock code (option 1:12:6). Added a supplier selection. Client searches (F6+V)iew & ALT+F6 enhanced to allow delivery address to be viewed. Stock (F9 search) resolved problem with combined F9 search. Stock Create price update file (option 2:13:10). Added stock type selection. Stock report invoice line sales analysis (option 2:11:16) has been enhanced with the following additional selection ‘A)ll e(X)clude credits C)redits Only [AXC]'. Stock Alerts. It is now possible to have different alerts for purchases, sales etc. Refer to the help file SETUP page for a full description of this change. Creditors Alerts. It is now possible to have different alert for purchase orders. Refer to the help file SETUP page for a full description of this change. Job Costing creation / listing of recurring jobs (option 6:11:28). Add the new job number to report when creating new jobs and also added an option to automatically print job cards for each recurring job created. Sales Orders (option 13:1). When using the F11 function the quantity is now added into the ordered quantity and depending on the setup flag will also add into the supplied quantity. Sales orders (option 13:1) now allows the stock description to be changed if the setup flag denies this but the stock description includes the ^ character. Sales Orders setup (option 13:14). Added new option 'Only transfer lines with Items Supplied to Invoice?' which stops backorder lines going to the invoice. PopUp searches for Invoice List , Quote List and Sales Order List – now have a 'R)ecord search'. Note the refeerence search has been changed from R)eference to re(F)erence. RE2000 Dated 21 October 2004 Stock special prices (option 2:2:25) now has additional fields for the entry of  the relevant special cost price and cost price date range. (see help notes on option 2:2:25 for a full description of these changes and the rules that apply). Stock Receipt input (option 2:2:1) now checks to see if any special costs apply. Purchase orders (option 5:1) now checks to see if any special cost apply. Purchase Orders (option 5:1). Copying from another purchase order now automatically updates to the latest price. Purchase Orders (option 5:1). Copying a job quote will now if requested copy the job quote text notes and if these are empty will copy the job text notes. Job Costing (option 6:1). The quoting re price routine has now been enhanced to work in the same way as the Job re price routine. Job Costing (option 6:1). When you copy a job or a job quote to a new new job quote the costs are all automatically updated to the latest costs.  Job Costing (option 6:1). If  labour is entered on a job quote the price now correctly reflects the setting of the labour price flag on the job header. RE2000 Dated 13 October 2004 Debtors reports. Most reports now have a selection option to choose those clients with the selected price levels. Debtors print prices by client (option 1:12:5). Resolved problem with date selection. Report now includes special prices for ALL dates that are within the selected range. Stock invoice line sales by branch (option 2:6:6). Add a supplier code selection. Stock reports and stock export (option 2:13:16) which ask "select supplier from Alternative supplier file" now also include the stock item if that selected supplier is the main supplier. Stock Receipts report (option 2:11:20) has been enhanced to include the selection of a branch and the option to base the report on the supplier code on the transaction rather than on the stock master file supplier. Stock Obsolete report (option 2:11:30) has been enhanced with ability to sort by location, stock group or stock type plus ability to only include if quantity in stock. Invoicing (option 4:1). Can now invoice a stock item flagged as obsolete. Just get a warning message. Invoicing (option 4:1) Remove any GST from margin calculation and display. Invoicing (option 4:1). Cannot now automatically import another invoice or quote if that invoice / quote includes stock items which are serial tracked. Period/Daily Sales Analysis (option 4:11:3). Resolve problem to ensure it only ever includes Credit notes, Invoices and Receipt transactions. Fisher & Payckel Warranty claims (option 4:13:7:5) add the appliance serial number to the exported file. Quoting (option 4:4). Cannot now automatically invoice the quote if it includes stock items which are serial tracked. Purchase Orders (option 5:1). Copy option now allows text notes to be copied from Quotes, Jobs and Sales Orders. Purchase Orders (option 5:14). The default value for the price update flag can now be set to a Z. Job Quote printing (option 6:1). Printer selection problem has been resolved Sales Orders –print available stock (option 13:7) now correctly takes into account the branch on each detail lines if branches are being used and a branch is selected. Sales Orders (option 13:1). Ensure correct branch number is displayed after a change of branch number. Sales Order printing (option 13:1). Potential page skip problem at the end of first page of a multiple page order has now been resolved. F9 Stock display now correctly shows the stock alert if a / is pressed when in the View mode. RE2000 Dated 17 September 2004 Debtors reports. Have added to additional selection criteria of "Only Clients Active on or after" to most debtors reports. Debtors Set up Clients (option 1:1) . The display of the Sales history now correctly shows the Sales Value in the value column. Stock Receipts (option 2:2:1) added type Z to price calculation options of A,M & N. Using Z will  stop the cost price being updated. Stock Compare costs to Prices Report (option 2:11:34) now removes GST if using GST inclusive pricing. The report heading of "Margin" has also now been changed to read "Markup". Stock Branch report Invoice lines by Stock Code (option 2:6:6) enhanced to include a selection by stock user group. Stock Branch Maintenance (option 2:7) added ITM store reference number and Sales Order Printer name. Stock Set Up (option 2:1). Setup option in 2:14 specifies if zero or one decimal place will display when view Branch stock. Creditors Export File (option 3:13:16) now includes ability to select by creditors user grouping. Invoicing (option 4:1). The import quote/invoice option now automatically recalculates the current stock cost and new margin. Invoicing (option 4:1). The "Change Client" option now displays the Alert for the new client and also updated the Area, Department & Salesman codes if these are not allowed to be overwritten in the invoice header. The problem of getting the correct price if also add a detail line before the Change client has been filed has also been resolved. Quoting (option 4:4). The import quote/invoice option now automatically recalculates the current stock cost and new margin.  Quoting (option 4:4). The Shift+F11 option for cost + percentage pricing now adds GST if GST inclusive pricing is being used. Warranty Claims for Fisher & Paykel (option 4:13:7:1). Now have a setup option in 2:14 to include extra warranty fields in the job database. Purchase Order Receipts (option 5:2) added type Z to price calculation options of A,M & N. Using Z will stop the cost price being updated. Purchase Order Create from Recommendation enhanced with an option to include the Creditors alert on the draft report. Job Cost Input (option 6:1). Now correctly changes the cash sale flag if the client code is changed from Cash Sale to a client account. Job Setup (option 6:14). added new option to allow job quotes to be sent to different printer name from quotes created in option 4:4.  Sales Orders (option 13:1). The "Change Client" option now displays the Alert for the new client and also updated the Area, Department & Salesman codes if these cannot be overwritten in the invoice header. The problem of getting the correct price if you also add a detail line before the Change client has been filed has also been resolved. User Security Maintenance (option 14:15) does not now require exclusive use of the database. RE2000 Dated 18 August 2004 Debtors Set Up Clients (option 1:1). If set the "Stock Price" flag to 7 or 8 for cost and enter a percentage in the "Discount Percentage" field the prices for this client will be calculated as Cost plus this percentage. Debtors Receipt input (option1:2). New option to allow input of branch number if branch’s being used without a DEFAULT.BR file. Question in 1:14 "In Client Payments Received enter fixed branch" must be set to Y. Debtors Client Discount Group listing (option 1:11:16) now includes the option of writing the client discount group information to a CSV file. Stock change codes from file (options 2:13:22) now respects quotation marks around any fields in the file. Stock Create Export Price File (option 2:13:10) and Email Price file (option 2:13:20) now allows a choice of which of the 6 prices is the retail price. Stock Change price by a % (option 2:2:2) increased field size for selection of supplier code to 8 characters. Stock Price change audit report (option 2:2:30). New report to print an audit list of all price changes completed on a selected date. Stock Inactive Items List (option 2:11:12) added ability to sort by stock group and if not using branches by location. Stock Reset Maximum and Minimum (option 2:2:20) added ability to specify preset maximum and minimum if calculated between 0 and 1. Stock Master File Listing (option 2:11:1) now correctly shows the alternative suppliers latest cost if the "use alternative supplier file" option is selected. Stock - Negative Stock List (option 2:11:27) added ability to sort by stock group and if not using branches by location. Stock Turn Report (option 2:11:27) added ability to sort by location if not using branches. Creditors Setup option 3:1) now checks for any Purchase Orders before allowing deletion option. Invoicing (option 4:1). If using password for invoicing now an additional setup option in 14:1 to allow input of Cash sale header information. Invoicing F&P Warranty Claim XML Export (option 4:13:7:5) now correctly exports the technical and work notes. Purchase Orders (option 5:1). The branch number now echo’s to the next detail line when using branches. Purchase Orders (option 5:1) ensure correct branch stock quantity is displayed when using branches. Purchase Orders (option 5:1). The c(O)py routine has been enhanced to also copy from a Sales Order. Sales Order List (option 13:3) added Required Date selection. Setup Options 14:14 page 2 added setup options: "Allow QtyPriceBreak/PackDisc AS_WELL_AS Discount%?" and For Pack Discounts: ‘Allow for which prices' so can restrict pack discounts. Utilities, new File Statistics report option 14:29. RE2000 Dated 12 July 2004 Stock price files for Fisher & Paykel and Electrolux (options 2:10:44 and 45) now correctly calculate prices 3-6 for new stock items. Stock Branch Reorder Recommendation (Option 2:6:7) enhance with an option to sort by location. Creditors Paid By Report (Option 3:11:19) enhanced to allow printing of only those transactions NOT on hold. Invoicing and Quoting (option 4:1 and 4:4) enhanced to allow display of Actual Margin$ and Percentage. This requires setup flag "Display Actual Markup" found in option 14:14 page 2 to be set to a "Y".  Invoicing and Quoting (option 4:4) now includes an option "K" to change the markup for the quote. This option requires the "Display Actual Markup" found in option 14:14 page 2 to be set to a "Y" and "Alter Selling Prices" flag in option 4:14 to be set to a "Y".  Purchase Orders (option 5:1). Added ability to import Quote and Job Quote detail lines whose supplier match the purchase Order using the copy function. Job Costing (option 6:1) enhance to allow the f12 key to display & select historical invoiced detail lines for the client. Job Costing Quotes (option 6:1). The copy function now includes ability to copy from another jobs actual parts and labour details. Job costing status report (Option 6:11:4) enhanced to provide the option of automatically printing the Job Cost details for each job printed.  Job costing Shipping Details Search (Option 6:11:30) now includes options to select by "Vehicle" detail fields. Sales Orders. Special print formats can now include the printing of text notes. Sales Orders. Can now specify a default printer for each branch - this is setup in option 2:7. RE2000 Dated 18 June 2004 Debtors F6 key - now shows last record correctly when use {Page Down} key when already at end of file.  Debtors Setup Client (option 1:1). Quote display now changes colour of screen to be consistent with option 4:4. Debtors Credit works files (options 1:11:38 and 39). The vendor code length has now been increased from 10 to 15 characters. Debtors - Print client Prices by client and by stock code (options 1:12:5 and 6) enhanced by adding ability to select by date range. Stock - Carters Price book (option 2:10:20) updated for new "CSV" file format. Stock types (option 2:4). enhanced print option to show markups if stock setup is flagged to markup by stock type.  Stock F9 key - now shows last record correctly when use {Page Down} key when already at end of file.  Stock F9 key com(B)ined search now includes ability to also select description including the * wildcard. Invoicing (option 4:1) add an option to allow the setting of the Invoice Total (special Rounding). This requires 4:14 option "Allow total dollar value to be set" to be set to a Y. Invoicing - new option for Fisher & Paykel Warranty claims in XML format (option 4:13:7:5)  Purchase Order Input (option 5:1). The copy function now asks if text is also to be copied. Purchase orders Draft reorder report (option 5:3) now includes sub totals by branch when branch option is being used. Job costing (option 6:1 Quoting) - when printing quote picking slip by schedule also sort by stock code. Job costing (option 6:1 Quoting) - added the ability to use SHIFT+F11 option to calculate price as a percentage of latest cost. Job costing Work in Progress Report (option 6:11:21) enhanced to allow selection by branch. Job Costing Activity by Employee report (option 6:11:26) resolved problem with display of employee name. Job Costing Creation of Recurring Jobs (option 6:11:28). Problem which caused only every second job to be created has been resolved. Cash Book Setup (option 8:14) new set up question to only allow the bank lodgment program (1:11:14) to automatically post Debtors receipts to the Cashbook. Cash Book Setup (option 8:14). When changing a cashbook from a Payment to an Invoice basis now automatically flags any  unpaid invoices as GST claimed. RE2000 Dated 18 May 2004 Stock - Unposted Invoice Report (option 2:11:29) now includes an option to select by stock group. Stock Enter Preset Prices (option 2:13:6) now defaults the discount field to the stock file setting for the selected stock item. Creditors Maintenance (Option 3:1) now has a pri(I)nt option which allows printing of history transactions by selected date. Creditors PayBy Report (option 3:11:19). This is a new report, which allows for the selection of a PayBY creditor code and will print either a trial balance type report OR a transaction list for all the Charge To creditors. Invoice Entry (Option 4:1) now has the ability when on the enter price field for a stock item to use the SHIFT+F11 key to automatically calculate the price as a selected percentage markup on latest cost. Purchase Orders (option 5:1). The F11 import for Job Quotes now imports the correct selling price and discount when the quote has more than one detail line for the same stock code. Jobs. The Job quote now includes the Mobile phone Number. Job Quotes (Option 6:1). The Print picking slip option now has an option to sort by schedule number (if schedules are being used). CashBook Maintenance (option 8:1) now has a P)rint option that allows printing of history transactions by selected date. Sales Orders List of Outstanding (Option 13:11). The value of the sales order now based on the actual sales order price not price one. RE2000 Dated 03 May 2004 Stock Setup (Option 2:1) Allow lookup of special prices ($) when have security module and user is given Read only access. Stock Setup (option 2:1) will now allow s lead time to be input for non stock items. Stock Value Summary (Option 2:11:15) now prints correctly if negative stock is included. Stock Print Preset Prices (option 2:13:8) changed to shows all six stock prices. Stock set Minimum / Maximum (option 2:2:20) logic changed to change to one if no Sales but an existing Minimum / Maximum and Calculation is between zero and one. Stocktake List (option 2:11:7) now correctly sorts by branch location when selecting by branch. Stock report comparing cost to price (option 2:11:34) now prints in compressed print to fit correctly on the page. Invoice Line Text Search (option 4:11:16) now has ability to select by branch and to also exclude cash sales. Quotes Enter and print (option 4:4) resolved error message when copy quote to sales order if setup flag set to allocate the sales order number at the start.    Quotes Enter and print (option 4:4). There is now a setup option in 14:14 that allows you to change the date on a quote without allowing change of date on invoices. Purchase order - re-order create (option 5:3) now flags any new orders created as accepted. Job Costing Report (option 6:11:1). Now prints all options in compressed print so fits on the page correctly. Job Status report (option 6:11:4) now displays the correct description fore selected departments. GST Report from the General Ledger (option 6:11:7) now includes a report reference number. It can now be rerun after the "GST Flag has been cleared" by selecting this reference number. The event log (option 14:5) reports this reference number if it is not known. Serial Tracking - Creation of recurring jobs (option 10:11:10). The audit report now prints the new job number when creating a new recurring job. Sales Orders (option 13:1). New option added to allow saving as a quote. Sales Orders (option 13:1). Display 'SupplyAll' option at bottom of the screen. Sales Orders (option 13:1). Add a 'Complete' option, this will make the quantity ordered equal the quantity being received plus quantity previously received for ALL detail lines on the sales order. EDI Import options now correctly write the cost value to any  new stock records. If the cost is calculated at less than zero it will be set to zero.  RE2000 Dated 19 March 2004 Stock Calculate Minimum / Maximum (option 2:2:20). Now includes an option to set Minimum or Maximum to 1 if the calculated value is between zero and 1. In the past a value of less than 0.5 resulted in a zero value. Purchase Orders – deletion of old orders (option 5:15) now allows deletion by branch if the branch option is being used. Purchase Orders – when displaying a list of old orders now includes the "Our Reference" field. Fax Writer printed heading (option 12) now prints an additional 2 blank lines on the first page when the company name is NOT printed. RE2000 Dated 10 March 2004 Debtors Client address reports (options 1:11:15, 21 and 22) now include in the report header the selection options made. Stock History Screen Display (from Option 2:1) now includes column headings. Quotes (option 4:4) now stops you creating an invoice from the quote if the option for automatically setting the branch by PC name is used and the PC creating the invoice is set to a different branch from the quote. RE2000 Dated 20 February 2004 Export Client Data (option 1:13:16) now displays field list when press the "Insert" key. Stock Re order Reports (Option 2:11:2 and 2:6:7) – The column headed "LastS" was displaying last invoice date, now correctly displays the last sale date. Stock Gross Margin Report (Option 2:11:4) now excludes any deleted invoices. Price book (option 2:11:10) now takes into account the "allow discount" flag when calculating the price. Change Suppliers Code (option 2:13:5) new option allows change of supplier’s code if no creditor module is being used. Export stock Data (option 2:13:16) now displays field list when press the "Insert" key. Invoicing (option 4:1). If the setup flag "Alter Stock description" (on invoice detail line) is set to "N" can now still change if description is blank or has a "^" character in it. Quote Margin Exception Report (option 4:11:13), now running the correct report. It was incorrectly running the Invoice Exception report. Create Purchase Order from Recommendation (option 5:3) – Resolved error message when printing a DRAFT and no reorder items found. Also now correctly displays last sale date. Purchase Orders (option 5:1). Resolved error when copying job quote details using the F11 key. User Security Module now has new option, which allows you to stop users altering invoices. RE2000 Dated 07 January 2004 Purchase order enquiry (Option 5:8) now also displays the supplier part number. Need to use right arrow key to move to right of screen. Purchase Order Create from Recommendation (option 5:3) now has ability to just print draft report without actually creating Purchase Order or to print a list of Purchase orders created. RE2000 Dated 06 January 2004 Stock (option 2:1). Special prices '$ option' will now display in reverse date sequence provided the set up question in option 14:1 ' Show transactions and invoices latest first' is set to 'Y'. Each special price line now starts with either the word 'Future, Current or Old'. Creditors Aged Trial Balance (option 3:11:4) now includes the ability when printing transactions to select  transactions for a given period.  Purchase Orders (option 5:1). Can now 'Uncomplete' a purchase order after it has been fully completed. When you get the message 'P/O has been completed' answer 'U' to allow further entry.  General Ledger set up of group interface (option 7:12:2) no longer allows you to change the group description. This can now only be maintained in option 2:3  Details of changes done prior to this can be found on the following pages: January 2003 to December 2003 January 2002 to December 2002 January 2001 to December 2001 January 2000 to December 2000 · Contacting Rees Software Phone: 0800 REES EZ (0800 7337 39) Fax: (03) 546 8841