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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 2004 and December 2004. The latest changes are found on a separate page.

This page (January to December 2005)

RE2000 Dated 22 December 2005

Debtor client set up (option 1:1). The P)rint option now asks for a date range for current transactions.
Debtors – Clear account balances (option 1:13:12) no longer requires exclusive use of the system.
Debtors recurring charges per month report (option 1:11:32). Enhanced with a summary by area.
Stock sales History report (option 2:11:26). Changed logic to print summary totals by stock group / or stock type if select sort and summary options rather than just a report total.
Stock items with individual mark up (option 2:11:40). A new report.
Invoicing – Printing an invoice when using special print format files. Resolved problem with printing the list of serial numbers on the invoice for serial stock. Also no longer prints an underline before a sub total line if no detail lines to add.
Invoicing – Electrolux warranty claims 9Option 4:13:7:2). Has been changed to include stock codes with a type X.
Quote margin exception report (option 4:11:13). Resolved ‘work area not indexed’ error.
Sales Orders (option 13:1). Now have ability to default the quantity supplied to the quantity ordered even if insufficient stock recorded in option 2:1. Turn this feature on in option 13:14 by setting question "Supply all, else just quantity in stock" to Y.
Security. Changed logic so when invoicing or in sales orders can no longer change a stock bar code using the F10 option unless have write permission in the 2:1 menu.
General system settings. Can now turn off the BEEP which sounds with warning messages (This is done in option 14:14 password is SETUP, change the question ‘Sound 'Beep' for messages & warnings? Y/N’ which is found at the bottom of page 5).

RE2000 Dated 05 December 2005

Debtor statement labels (option 1:11:6). Resolve missing variable error.
Debtor receipt edit (option 1:13:8). Added the ability to re allocate a current month receipt to a different invoice. Must have a Re2000 version dated 29^th November or later if using this option.
Stock - Invoice line sales by client (option 2:11:16). Enhanced with addition of selection by stock type.
Creditors Invoice Entry (option 3:2). Added ability to select and receive multiple packing slips for one purchase order. If a purchase order has multiple packing slips then these will be displayed and can be selected as having been received against this invoice. Needs to have "Process MULTI P/O packing slips" flag set to ‘Y’ in option 3:14.
Invoicing (option 4:1). If the flag in option 14:14 is set to lock the text field so that it cannot be changed after the invoice has been posted, then it now also stops the Order number in the invoice header being changed.
Purchase Order Receipts (option 5:2). Added ability to add new purchase order lines while entering receipt details. (Use {ALT+S} function).
Purchase order enquiry (option 5:8). Added special price flag. This column will display an ‘S’ if a special price as entered in option 2:2:25 was selected for the stock item.
Purchase Order EDI Import Supplier invoices (option 5:13:5). Resolved problem with last selection parameter not being saved for next run.
Sales Orders – print stock available (option 13:7) now has ability to exclude those sales orders where there is not stock available to complete the order.

RE2000 Dated 17 November 2005

Stock – Invoice line Sales Report (option 2:11:16). If select to print client address now also prints the client’s main phone number and title fields. If select option to print the summary only now also includes the cost.
Invoicing (option 4:1) enhanced with addition of a ‘G’ option to allow individual invoices to be GST exclusive. This new option also applies to quotes, recurring invoices and sales orders.
Electrolux Warranty Claims forms (option 4:13:7:2) resolved problem with paper lineup and margins.
Purchase Orders List (option 5:11:2) resolved ‘Alias does not exist’ error.
Job Costing (option 6:1) enhanced with ability to merge open jobs using option ‘W’.
Job Costing quotes and Picking slip (option 6:1 Q) these documents now include a page number.
Sales Orders. Now have ability to stop completed Sales orders being deleted when debtors period end is run. This requires the question 'Delete all completed Sales Orders at month end' in option 5:14 to be set to ‘N’.
Sales Orders Print backorders by stock (option 13:5) enhanced to allow selection by stock group, type and stock user grouping.

RE2000 Dated 25 October 2005

General – xHarbour version released for general use on 30th October 2005. NOTE: All changes now refer to the xHarbour version of the Re2000 program.
Debtors Sales by Department by Stock Code (option 1:11:30) now printing total value and cost by detail line.
Debtors - Set up delivery addresses (option 1:1) , Resolve problem with {Alt+Del} & {Alt+Ins}.
Debtors – Change a Clients Code from file (option 1:13:22). New routine to allow this to be done from a .TXT file.
Debtors – Merge Clients from file (option 1:13:23). New routine to allow this to be done from a .TXT file.
Stock Setup (option 2:1). Resolve problem causing copying from the last stock code.
Stock Setup (option 2:1 Page 2) enhanced with ability to interface individual stock codes to their own general ledger accounts. NOTE: report 7:11:11 replaces report 2:11:36.
Stock – Shelf Labels (option 2:11:39) new option with the ability to print shelf labels for selected stock codes.
Stock Value Report (option 2:11:9) removed headings where no details being printed.
Stock – Check for valid values for stock group, discount group and stock type (option 2:13:26). This is a new option that will set any invalid values for these fields to the default value.
Stock Receipt Audit report (option 2:2:1) enhanced to include totals.
Stock reorder Report (option 2:11:2) enhanced with ability to add a percentage to the minimum re order quantity.
Stock Branch reorder report (option 2:6:7) changed to use the adjusted minimum stock for the reorder quantity calculation when ordering to minimum quantity.
Creditor Paid by Report (option 3:11:19). Resolve problem that stopped it printing.
Invoicing (option 4:1) add word "EMAIL" to invoice header if user has email module and this client has the option set to email.
Invoicing – Print appliance service warranty (option 4:13:7). Resolve margin problem.
Invoicing – Daily POS Receipt Analysis (option 4:11:17) enhanced by adding a cash summary to the lodgment page.
Invoicing – Email invoices to clients (option 4:11:1 - only available with email module) now allows selection by client user group.
Invoicing - Print Recurring Invoice List (option 4:11:11) now allows selection of 3 digits for the frequency.
Job costing (Option 6:1 - printing job cards). Resolve paging problem.
Job Costing (option 6:1 - Text notes) the line length has been reduced to 78 characters to ensure that when printing on the invoice space lines are not inserted.
Job Costing – Enter Job Costs (option 6:5) now warns if quantity in stock is less than.
Purchase Orders – Master trade EDI import (option 5:13:5:1) changed to align with changes introduced by Master Trade when they changed to their web site sending the file.
Purchase Order EDI invoice receipts. The logic has been changed to ensure that if the Purchase order is for a job the job reference shows the Purchase Order number.
Cash Book Analysis Report (option 8:11:7) change default value for start cash book range from 0 to 1.
Vehicle Tracking - Vehicle List (option 10:11:5) ensure that default value for user group is spaces.
Sales Orders – Print Stock Availability (option 13:7). Resolve error when printing this report.
Macros (option 14:7). Resolve problem when pasting a Macro.
{F6} phone search now works correctly for phone numbers with spaces entered.
When choosing to print any report to F)ile can now also choose to remove all headings and page breaks. This facilitates importing the report into Microsoft Excel.
Added Stock group to the stock details display at the bottom of 4:1 and 13:1 etc.
Resolved problem when pasting into a field from Microsoft Excel.

RE2000 Dated 31 August 2005

Debtors – Client Address & Phone list (option 1:11:15) enhanced to include the e-mail address’s.
Debtors – Charge Account Fee / Interest (option 1:3) no longer requires exclusive use of the database files.
Stock – Global change of unit descriptions (option 2:2:12). Resolved problem if unit descriptions have lower case characters.
Stock Value Report (option 2:11:9). Resolve a problem if select to include open invoices and quantity in stock is zero.
Stock – Added the ability to just show an individual branches stock when the F9 key is used. (This requires a DEFAULT.BR file in the data folder).
Stock – Create and e-mail Price update file (options 2:11:10 & 2:11:20) enhanced with ability to write supplier code, field header line and group descriptions (includes Group, type & discount group).
Stock – Load supplier part number from a file (option 2:13:35) resolved problem.
Creditors Address & Phone List (option 3:11:16) ) enhanced to include the e-mail address’s.
Creditors Entry of Invoices / Credits (option 3:2). If general ledger module is installed can now have different descriptions for each General ledger detail line. (Requires setup flag in option 3:14)
Creditors Paid By Report (option 3:11:19) enhanced with option to sort by batch number with a sub total per batch.
Quoting (option 4:4). Resolved error when re pricing a quote.
Quoting (option 4:4). If a quote is copied to sales order the sales order date is now set to the current days date rather than the original quote date.
Quote Printing (option 4:4). Resolved page number problem when using quote summary page set up in a qu.frr file
Vehicle Tracking – Vehicle List (option 10:11:5) added option to include user group field.
Vehicle Tracking –Check for Recall Jobs Report (option 10:11:9) added ability to select by user group.
Sales Orders – Print All Back Orders for Clients (option 13:9) add required date to the report.
Security Module (option 14:15) now includes security on option 16 (run special program).
Security module – Adding Customers, Stock & Creditors and on the fly now respects the security module settings for options 1:1, 2:1 and 3:1.
Printing to a FAX printer driver. Can now include the words (TAB:99) where 99 is the number of spaces tabbed on the LHS.
Download RE2000 Update (option 14:8) has had the support files option removed as these no longer required.
Show logged on workstations (option 14:9) have added a note to warn that windows Firewall can block sent messages.
If running the Re2000 program on a windows 9X operating system and the necessary patches are not installed the program will now go directlly to menu option 14:31.

RE2000 Dated 25 July 2005

Debtors - Can now set the time to display Credit Limit warning message. Defaults to 3 seconds but this can be changed in option 1:14.
Debtors aged trial balance (option 1:11:4) enhanced with the addition of ability to print 1 month overdue when select overdue only option.
Debtors – Balance forward transaction list (option 1:11:14). Resolved report problem.
Stock – printing labels (option 1:11:25) enhanced to allow printing of Alternate code.
Stock – CTRL+q key can be used to display the branch stock details.
Stock (Menu option 2:1). If using quantity price breaks a change to the Stock – Bar code Label print (option 2:11:25) enhanced to allow quantity break now updates the price correctly.
Stock – Obsolete item report (option 2:11:30) enhanced with addition of supplier selection.
Stock Receipts (option 2:11:20). Enhanced to allow selection by stock user group.
Invoicing – Can now set the time to display Below Stock and below minimum message. Defaults to 3 seconds but this can be changed in option 4:14.
Purchase Orders (option 5:1). Logic set back to use the stock master file cost price unless Purchase Orders are set to update the latest costs.
Purchase Orders (option 5:1). Resolve problem with Importing a bill of material.
Job Costing (option 6:1) resolved insufficient stock warning when adding stock with selection by branch.
Vehicle list (option 10:11:5) enhanced to allow selection by client user group and next service date.
Sales Orders – Outstanding list (option 13:11). The total value now correctly reflects any discount given.
Sales Order list (option 13:3) enhanced with addition of a total value when printing detail lines.
Setup (option 14:1) resolve problem with question Keep Salesperson being to wide for the screen.

RE2000 Dated 23 June 2005

Debtors Client Margin Report (option 1:11:24) enhanced with additional selection options to ‘Sort by value’, ‘only sale > $X.XX’ and ‘print a max no of clients’.
Debtors Aged Trial Balance (option 1:11:4) can now select 'C)ash Sale or c(H)arge Clients' only.
Debtors Back order display (option 1:1). If using Sales Orders module the B)ackorder display now includes the value of the order.
Debtors Receipting (option 1:2). Added option to print a receipt to the receipt printer rather than to A4 paper.
Stock Group / Type sales by salesperson (option 2:11:17) can now also select to ' Print line description?' when printing all lines.
Stock Movement report (option 2:11:22) – ensure opening stock figure is zero if a non stock item.
Stock preset price entry (option 2:13:6) – the pack size warning message has been removed.
Stock Set Min and Max (option 2:2:20). If select RESET min option then it now does this for all values below selected min, not just zero to 1 values.
Stock Models (option 2:9) – New feature allows recording of model numbers that a stock item can be used on.
Stock set up (option 2:1) – New feature allows a list of models that the stock item can be used on (pressing ‘1’ in this screen will display this list).
Stock Bill of Materials (option 2:8:1) enhanced to ensure that value includes GST, if GST inclusive pricing is being used.
Stock price update for standard Rees price file (option 2:10:1) now includes the option to not update the supplier code for existing stock items.
Creditors Set Up (option 3:1). The packing(S)lip display now includes the record transaction number.
Creditors Purchase summary by date report (option 3:11:20) – New report.
Quoting (option 4:4) added ability to print a quote summary page plus attached detail pages with different formats. Requires special quote print format file.
Invoicing (option 4:1). If printing a receipt and using the loyalty card option then the receipt now includes the loyalty card details.
Invoicing (option 4:1) – When using F12 to import lines into an invoice now asks question "Get Latest Sell Price? YN". If N then uses original selling price on imported line, if Y the updates this too latest selling price.
Invoicing (option 4:1) – Have added option to allow timber to have up to 16 length entries. (this is an option in 14:14 SETUP). Note if have a special invoice print format then this may need to be changed by Rees.
Invoicing latest invoices report (option 4:11:8) enhanced with ability to select to sort by ‘our reference’ field.
Purchase Orders Spending summary by date report (option 5:11:11) – New report.
Sales Orders (option 13:1) resolved problem with multi- pay option at Point of Sale.
Sales Orders Outstanding Report (option 13:11) resolved problem to ensure negative transaction lines are also included in the report.
Saved report screen now has an option to print a list of the saved report names.

RE2000 Dated 19 May 2005

Debtors Master File report (option 1:11:1) enhanced with option to just print accounts with text notes.
Stock – Edit Branch Reorder Recommendation (option 2:2:27) enhanced to include branch bin location and to suppress zero quantity lines.
Purchase Orders Outstanding Items List (option 5:11:6) enhanced to also select before a required date.
Sales Orders (option 13:1) resolved problem of possibility of incorrect client code if quit program when option to keep order number was being used.

RE2000 Dated 2 May 2005

Stock Sales History report (option 2:11:26). Percentage Margin totals incorrect when % margin option selected, now resolved.
Creditors (option 3:1) resolve problem with pr(I)nt option.
Job Costing (option 6:1) resolve page length problem when printing quotes.
Purchase Orders (option 5:1). If using alternate suppliers then enhanced to ensure that if ordering from the main supplier it checks first the last price from that supplier which may not be the last purchase price.
Purchase Order Deletion (option 5:15) enhanced with selection of supplier and ability to just delete not received detail lines / purchase orders.
Purchase Order – create from recommendation (option 5:3). The draft report option enhanced to show last 12 months sales rather than YTD sales.
Purchase Order list (option 5:11:2) Print request for credits selection now includes the ability to sort by our reference field.
Sales Orders (option 13:1) enhanced to display the ordered value.

RE2000 Dated 20 April 2005

Stock Sales History report (option 2:11:26) now includes an option to print the percentage margins.
Stock Receipt and sales input (options 2:2:1 & 2:2:4). Now correctly displays the value if the Quantity is changed after using the Up Arrow key.
Creditors Master File Print (option 3:11:1). Now allows selection of a payment type and if Direct debit type is selected the bank details are included in the report. The format of the report has also been improved.
Purchase Orders (option 5:1) will now display the account number field in the Purchase Order header area if it is not blank.
Purchase Orders (option 5:1) Resolved problem with cost plus when purchase order for a job and the client is not a charge to client.
General Ledger Debtors interface (option 7:12:3) now provides for a branch offset for the stock account.
General Ledger (new option 7:13:24) allows the merging of general ledger codes.
Sales Orders (option 13:1). Now writes a log entry if the DELETE option is used.

RE2000 Dated 23 March 2005

Debtors invoice / statements (option 1:11:2). Resolved the problem printing invoices with serial numbers.
Stock setup screen (option 2:1). If using security and attached document options now allows access to documents if only have read access.
Stock setup screen (option 2:1). If using branches and using the Q option to enter branch minimums etc, have resolved problem of last branch number not always being displayed.
Stock adjustments and stock take input (options 2:2:16 and 2:2:3). Now allows entry if obsolete stock.
Stock special prices report (option 2:11:33). If using security module with read only access to this report. Resolved problem of it not displaying on the menu.
Stock merge and stock code change (options 2:13:1 and 2:13:21). Now allows entry if obsolete stock.
Stock - enter bar codes (option 2:13:14). Enhanced to print audit list and write entry to log file.
Stock price changes audit report (option 2:2:30) now allows a selection of "Only stock items with quantity in stock".
Invoice entry - change client code (option 4:1) now also resets the delivery address.
Invoice entry (option 4:1). If using the set up option to detect special text on an invoice line, have now added the option to also check if this is a text only line.
Invoice entry (option 4:1). If editing invoice detail lines for timber, where the lengths input box is displayed the program will now retain the fixed quantity if no selected lengths entered.
Invoicing – Warranty claims for EMAIL and BOSCH (options 4:13:7:2 and 3). Increased selection of invoice number range from 6 to 8 digits.
Job cost invoicing (option 6:1). Resolved possible inconsistency when leaving job invoices open.
Job cost invoicing (option 6:1) now prints a warning message if exceeds maximum lines allowed.
Job cost – selected cost report (option 6:11:3). Resolved the scrolling problem on the input selected job numbers screen.
Job card printing (option 6:1). Paging issued resolved when using a standard job card format.
Job costing – zero value jobs with costs report (option 6:11:25). A selection option added to also print zero cost jobs.
Sales order entry - change client code (option 13:1) now also resets the delivery address.

RE2000 Dated 22 February 2005

Debtors statement / invoices (option 1:11:2). Resolved problem with charge to invoices not printing.
Debtors comparative sales (option 1:11:33) now includes the selection details in the page heading.
Stock entry of bar codes (option 2:13:14) now also allows input of location.
Invoicing (option 4:1 and 13:1 (I) ) can now suppress printing of ALT+X notes on an invoice. Flag to do this is found in option 4:14.
Job costing status report (option 6:11:4) now includes ability to sort by area.
General Ledger – Moving accounts (option 7:13:14) now also moves any unposted creditors General ledger codes.

RE2000 Dated 02 February 2005

Stock - Zero Quantities (option 2:13:9) now includes a selection for bin location.
Stock – Enter stock take figures (option 2:2:3). The warning message referring to pack size has been removed.
Stock – Powerbase Price file (option 2:10:36). This option added to import this price file.
Quote list (option 4:11:5) now includes Our reference field.
Purchase Orders (option 5:1). Can now use the F12 key to enter timber or trellis sizes. Note if you are using a special purchase order print format this will need to get this modified to print this information on the purchase order.
Job Costing (option 6:1). The ability to input a time of day (or run number) has been added. This feature must be turned on in option 6:14. If this feature is used reports 6:11:1 and 6:11:4 will be sorted by this field.
Printing job cards (option 6:1) error resolved with printing the date.
Sales Orders – Print stock available (option 13:7). The question ' Exclude orders with items supplied ready to invoice?' now defaults to Y.

RE2000 Dated 11 January 2005

Debtors Bank Lodgment Form (option 1:11:14). Now only prints the bank and branch details when method 1 (cheques) is selected.
Creditors ({F8}). Resolved return problem when viewing creditors alert.
Job Costing (option 6:1). Job Quoting enquiry report now prints the value of sub total lines.

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

· Contacting Rees Software

Phone: 0800 REES EZ (0800 7337 39)
Fax: (03) 546 8841