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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 2006)

RE2000 Dated 21 November 2006
  • Invoice Import from Timber Smart (option 1:13:25). Credit notes were being imported as a type I (Invoice), now imported with a transaction type of C (for Credit note).
  • Stock report Group/Type Sales by Salesperson (option 2:11:17). Added selection option for current month invoices only.
  • Bill of Materials Set Up (option 2:8:1). The ma(K)e option now displays above the list of components the number of items being made 
  • EDI creditors invoice import for J A Russell (option 5:13:5:6 or 3:13:9:6). Corrected the value calculation for credit notes. Also now correctly posts freight detail lines to jobs with a quantity of 1.
  • Invoices Printing with special forms now automatically word wraps the list of timber lengths if the list is greater than 130 characters.
  • Invoice daily sales comparison report (option 4:11:18). Changed logic to print a detail line for every day of the week within the selected date range. Also now sub totals every 7 days from selected start date regardless of which day of the week.
  • Invoice Monthly sales analysis report (option 4:11:19). Changed display of Items per invoice to 2 decimal places.
  • Quotes (option 4:4). Added option to update the detail line descriptions from the stock file description. (This will also overwrite any non standard descriptions).
  •  Recurring Invoices (option 4:6). Added option to update the detail line descriptions from the stock file description. (This will also overwrite any non standard descriptions).
  • Job Costing Special Labour Rates (option 6:16). Added ability to P)rint the list of special rates.
  • Sales Orders (option 13:1). Enhanced with option to create a quote from the sales order using the ordered quantity instead of the received quantity. This is now the default.
RE2000 Dated 31 October 2006
  • Debtor receipts (option 1:2). Removed option for receipt of cash amounts ending in 5 cents.
  • Debtor receipts (option 1:2) changed to not allow entry of any invalid cash amount (i.e. must end in zero cents). Used to just provide a warning message.
  • Stock Yamaha price file import (option 2:10:7) has been updated to comply with the new Yamaha file format which includes the bar code.
  • Invoicing (option 4:1). Removed option for receipt of cash amounts ending in 5 cents.
  • Invoicing (option 4:1) changed to not allow entry of any invalid cash amount (i.e. must end in zero cents). Used to just provide a warning message.
  • Invoice daily sales comparison report (option 4:11:18). This is a new report that provides a daily sales summary comparison with the same DAY the previous year over a monthly period.
  • Invoice Monthly sales analysis report (option 4:11:19). This is a new report that provides a sales summary by month with an analysis of total daily sales, average invoice value plus number of invoices and items sold per day over a year period.
  • Job Costing Quotes (option 6:1 Q). If using multiple stock alerts, the sales alert now displays when entering the stock code in a job quote.
  • Sales Orders (option 13:1). Now checks that the cash deposits that can be entered by the 4 Seasons stores end in zero cents.
RE2000 Dated 17 October 2006
  • Debtors Timber Smart Import (menu option 1:13:25). Changed to allow for invoices which are exempt GST and clients with charge to accounts.
  • Purchase orders - importing EDI supplier invoices for J A Russell (menu option 5:13:5:6 or 3:13:9:6). Added the ability to import J A Russell invoices.
  • Fax writer (menu option 12: O)pen). Enhanced with the ability to search list of faxes by client code or date.
  • F2 help list display. Improved layout and added {CTRL+L}to list of help options. This provides ability for ITM stores to lookup supplier price files.
  • Typing text into text boxes - resolved problem causing the Bound error. 
RE2000 Dated 11 September 2006
  • Debtors Timber Smart Import (menu option 1:13:25). This is a new routine to import debtors transaction created by Timber Smart.
  • Client setup (menu option 1:1). Will allow negative markup/discount for stock prices 1 to 6 only. This provides the ability to ADD a percentage to say stock price 3 for this customer. Note requires special invoice print format file to remove printing of discount % column etc.
  • Client Stock Prices - List by Client and Stock Code (menu options 1:12:5 and 6). Add option to print margins or margin exceptions.
  • Client journal and receipt batches (menu option 1:9, 10, 1:2). Stopped ability to enter batch codes "INV." and "INCASH". These are reserved for invoicing.
  • Stock - add support for ZEBRA brand of Barcode label printers.
  • Stock Quantity Reset (menu option 2:13:2). Now correctly includes in count purchase order request for credits. 
  • Stock Set Minimum and Maximum values (menu option 2:2:20) enhanced to allow multiple stock group and stock type selection.
  • Stock Bar code labels can now include the stock quantity. You will need to contact Rees Software if you want this change as it requires a change the script file which you use to to format your labels.
  • Stock Price Update Disks (menu option 2:10:1 to :45). Ensure "Stock Item" and "Track Serial" flags are never left blank when importing new stock items.  
  • Stock - Mico Wakefield Price update disks (menu option 2:10:10). Remove quote marks from around description.
  • Invoicing Reports (menu option 4:11:1. 2, 4, 5, 7, 11 12). Can now select the default sequence for these reports in menu option 4:14 "Default report sequence". 
  • Invoicing (menu option 4:1). Changed message if enter a negative discount to a "Warning". This provides ability to ADD a % to a price. Note requires special invoice print format file to remove printing of discount % column etc.
  • Invoicing Period / Daily Sales Analysis (menu option 4:11:3). Resolved potential problem with calculation of GST exclusive total when using GST inclusive pricing.
  • Invoicing (menu option 4:1). Resolved problem with "force quantity change" on each detail line not being applied when use F11 key to copy in a quote line.
  • Quoting (menu option 4:4). Resolved problem with re costing of stock items when copying a quote.
  • Purchase Orders (menu option 5:1). Resolved problem with updating 'stock on purchase order' field in menu 2:1 when a purchase order completed without receiving ALL the ordered stock.
  • Purchase Orders Creating from Recommendation (menu option 5:3) enhanced with option to add a % when re-ording to minimum stock levels. 
  • Vehicle Tracking List/Create Recurring jobs (menu option 10:11:10). Add area selection.
  • Printing - Bar Code Labels. Add support for ZEBRA brand of printers.
  • Printing Invoices, quotes and statements. Add ability to print boxes when using special print format files.
RE2000 Dated 04 August 2006
  • Invoice EDI header record now includes the "Our Reference" and delivery name and address fields.
  • Invoicing (menu option 4:1). Now possible to restrict the acceptable quotes used for pricing to those quotes where the invoice date fall between the quote accepted date and the quote valid to date. This new option requires the setup question "Check Dates" on page 3 of menu option 14:14 to be set to ‘Y’.
  • Quote printing with special print format using continuation pages. Resolved page break problem.
  • Sales orders (menu option 14:1) with "Franchise Sales Order Lock" set to ‘Y’. Resolve error when not a cash sale.
RE2000 Dated 24 July 2006
  • Stock Value Report (Menu option 2:11:9). Resolved the printing of zero sub total lines when select to sort by both location and supplier.
  • Stock Transaction Display (Menu option 2:1 ‘T’). Reverse the sign for quantity and value on all SALE / INVOICE transactions. In this display screen invoices will now show as negative quantity indicating that this transaction reduces the quantity in stock.
  • Stock – Deletion of Supplier Price File Records (menu option 2:13:33). This will delete records from the special supplier price file used mainly by ITM stores. Note that these records may be re introduced next time an ITM supplier price file is imported.
  • Stock set Minimum and Maximum values (Menu option 2:2:20). The selection ‘Use Alternate Supplier File" now correctly selects stock items where the selected supplier code matches records from the alternate supplier file.
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  • Creditors Paid By Report (Menu option 3:11:19) now includes the main paid to account.
  • Invoicing Time (Menu option 4:1). Changed logic to display the time for cash sales invoices. Also changed the logic so can only change the time if also have the ability to change the date.
  • Invoice / Quotes Copy to A: floppy (Menu option 4:13:5) now only deletes all the IN*, QU* CL*, INS, and SER* files from the destination folder NOT ALL files.
  • Invoice and Quote printing (Menu option 4:1 and 4:4). Removed the space line before printing the first detail line when using special print format file.
  • Quote printing (Menu option 4:4). Enhanced the special quote printing formats to allow printing to bottom of full pages with wording "Continued on next page" plus small continuation heading on subsequent pages. This requires the special quote print format file QU.FRR.
  • Job Cost Quoting (Menu option 6:1 ‘Q’). Added the display of the option 'T)ransfer to job' to ribbon at bottom of job quote screen. The actual option has been available for some time.
  • Job Cost input (Menu option 6:1). Now displays the number of text lines entered in the job detail notes, memorandum and quote details fields.
  • Job Costing – Selected Job Costs (Menu option 6:11:3). The ‘print text’ and ‘print memo’ selections now default to the default values set in menu option 6:14.
  • Job Costing (Menu option 6:1). Added the ability to specify the area code for the job. Default value is the client area code. To turn this feature on use the new setup question "Enter "Area" on Job set up? Y/N" in menu option 6:14.
  • Purchase orders print purchase order list (Menu option 5:11:2). Can now specify the branch required (when using branches) if also request ‘Print Only Request for Credits’ list.
RE2000 Dated 06 July 2006
  • Debtors – Set up Clients (option 1:1). Can now view the receipt allocation for cash sale invoices, where the money was received in menu option 4:1 at point of sale.
  • Debtors (option 1:1). If using general ledger module, can now view the general ledger allocation for current hand written invoices and credit notes.
  • Debtors (option 1:1). Can now have separate client alerts for receipting, Sales and job costing. (To activate this there is a new setup question in menu option 14:14).
  • Stock – Inactive Items list (option 2:11:12) enhanced with additional selection for excluding obsolete items and non-stock items. Plus an option to sort by supplier.
  • Stock – Invoice line sales report (option 2:11:18). Added selections for customer user group and client areas.
  • Stock – Set Average Cost to Latest Cost routine (option 2:2:18) now includes the ability to select by stock group, stock type and supplier.
  • Bill of Materials (option 2:8:1) now displays a warning message if do not save changes made to the M)aterials details.
  • Creditors Purchase Summary by Date report (option 3:11:20). Resolved problem that caused a supplier to have separate summary lines for current and history transactions.
  • Invoicing (option 4:1). Stopped the ability to re cost a posted invoice.
  • Invoicing (option 4:1). The r(E)cost option has been renamed r(E)price.
  • Invoicing (option 4:1). If giving change at Point Of Sale when the payment method is other than 2 (cash) then the payment method is changed to 0 and the various popup option is displayed.
  • Quoting (menu option 4:4). The copy quote function has been enhanced with a new selection question that will stop non stock items being recosted.
  • Quoting (option 4:4). The r(E)cost option has been renamed r(E)price.
  • Purchase Orders – Product Status report (option 5:11:4) and Product ETA Expired report (option 5:11:7). Resolved problem with printing incorrect selection criteria in report headings.
  • Fax writer (option 12). Added the ability to select and search old faxes by fax name.
  • Sales Orders (option 13:1) now checks the setup flag "Alter Discount Y/N" in menu option 14:14.
  • Sales Orders (option 13:1). The r(E)cost option has been renamed r(E)price.
  • Security module (option 14:15) now allows a company to specify which users can change invoice prices / discounts when the setup flag in menu option 14:14 is set to not allow changes to these fields
RE2000 Dated 06 June 2006
  • Debtors – set up clients (option 1:1). Resolved error when {ESC} from viewing invoices.
  • Stock - create price update file (option 2:13:10) enhanced to allow exclusion of obsolete stock.
  • Stock – Obsolete item list (option 2:11:30). Added an option to print value of each stock item plus the total value.
  • Stock - Email price update file (option 2:13:20) enhanced to allow exclusion of obsolete stock.
  • Purchase Orders (option 5:1) – When printing a purchase order now includes the required date in the purchase order header.
  • Purchase Order receipts (option 5:2). When using branches and inserting new purchase order lines the branch number on any new line will default to the branch number on the first detail line of the purchase order.
  • Job costing (option 6:1 quotes). Resolved error with schedule number when printing a picking slip.
  • Job Costing Invoices (option 6:1). Now when printing a summary invoice the text notes field will print before the parts and labour if this setup flag option is set to Y.
  • Letter writer (option 11:1). Added Date of birth as a selected field.
  • Sales Orders (option 13:1). Enhanced to give a warning if price is below cost when placing the order.
RE2000 Dated 15 May 2006
  • Stock Movements Report (option 2:11:22). Enhanced with addition of a selection by stock group and stock type.
  • Creditors – Pay All (option 3:5). Enhanced to allow selection by user group include or exclude.
  • Invoicing – Changed rounding logic for ALL invoicing to allow for introduction of 10 cent rounding. The default rounding value is still 5 cents but from this version the NEW routine rounds the invoices differently. Instead the total value of the INVOICE is now always left UNROUNDED and a rounding amount is only added to the debtors transaction if the payment is made in CASH at point of sale. (Refer to help file for a full description of these changes and how to change to 10 cent rounding when required).
  • Appliance Service Warranty for Electrolux (option 4:13:7:6). XML format warranty claims updated and enabled.
  • Purchase Orders. Special EDI format for emailing purchase orders enhanced to allow an email subject to be specified. (Requires a PO.EDI file).
  • Job Costing Time sheet entry (option 6:3). Resolved problem of cost not being cleared if using {ALT+DEL} to delete the current transaction.
  • General Ledger – printing GST report (option 7:11:7). The explanatory notes have been expanded.
  • Utility to do a ZIP backup (option 14:21) will now provide a default folder even if the PC has no removable drives.
RE2000 Dated 19 April 2006
  • Stock - Volvo price update (option 2:11:13) now allows a path and file name up to 255 characters.
  • Stock - set selling prices (option 2:2:7) enhanced to allow selection of which of the six stock prices should be marked up
  • Stock - Create price update file (option 2:13:10). The file now includes the suppliers part number.
  • Stock - Email price update file (option 2:13:20). The file now includes the suppliers part number.
  • Quoting (option 4:4). Can now set a default number of days to automatically calculate the "Valid To" date. The number of days is set in option 4:14 page 2.
  • Purchase Orders - Print P/O List (option 5:11:2). Changed to always enable sort by our reference option.
RE2000 Dated 06 April 2006
  • Stock Price Book (option 2:11:10) enhanced to include selection by stock user group.
  • Stock – Load Supplier Part Number from File (option 2:13:35) enhanced to include loading of stock location as an optional field. (Position 8).
  • Quoting – Print Quote List (option 4:11:5) enhanced to include selection by area code.
  • Invoicing – EDI Invoices to Clients (option 4:13:15) enhanced to include the invoice client code in the invoice header record as field seven. This caters for charge to clients where the original invoiced client is required.
  • Invoicing – Receipt printing. Can now specify number of copies required in option 4:14 page 3 "Number of receipts to Print."
  • Purchase Orders (option 5:1). When copying from a sales order, timber lengths are now also copied into the purchase order.
  • Job Costing Parts Batch Report (6:11:19) changed to print the branch number instead of schedule number if branches being used and schedules are not being used.
  • Job Costing – Enter Job Costs (option 6:5). Resolved problem to ensure that if stock issued from different branches, that correct branch number is always written to the transaction record.
  • Timber lengths (options 4:1; 5:1; 13:1). Can now specify the default percentage value required in option 14:14 (password "SETUP") page 3 "Premium %."
  • Special Invoice, Packing slips and quote formats. It is now possible to double space the detail lines when using these special formats.
  • Database reset. Resolved problem if file names not all uppercase.
RE2000 Dated 14 March 2006
  • Stock - Invoice line sales by client (option 2:11:16). Added option to exclude cost prices when printing a summary report.
  • Stock – Zero Stock Quantities (option 2:13:9). Added ability to only zero stock with negative quantities.
  • Stock – Supplier Part Number list (option 2:11:32). Changed the report layout to ensure all the data fits on one line and added alternate / bar code and latest cost fields.
  • Creditors Merge (option 3:13:19). This is a new function that allows merging of creditor codes. Note that if using alternate suppliers for stock these will also be merged.
  • Creditors Direct Credit List (option 3:11:8). Resolved problem with the bank number being truncated.
  • Invoice and Quote lists (option 4:11:2 and 4:11:5). Added the ability to select an area code.
  • Sales Orders (option 13:1). When adding a new stock item now displays the quantity already entered on other sales orders.
  • Contacts Database Update (option 14:16). Resolved file locked problem.
  • CTRL+L option for looking up supplier’s prices (used by ITM stores) now includes a record search.
RE2000 Dated 16 February 2006
  • Debtors Change Client code (option 1:13:1) now writes a record to the general event log.
  • Stock Change Stock code (option 2:13:1) now writes a record to the general event log.
  • Stock Sales History Report (option 2:11:26) now includes the stock group or stock type description when printing a summary only report sorted by stock group or type.
  • Creditors Change Creditors code (option 3:13:1) now writes a record to the general event log.
  • Invoicing add to client statements (option 4:12) now displays the GST inclusive price for each invoice when posting selected invoices.
  • Invoicing Re Pricing Quotes (option 4:13:4). Enhanced to allow selection of quotes for particular clients by including / excluding client user groups.
  • Cash Book Accountants report (option 8:11:9). Resolved problem when printing to screen that it did not allow you to create Solution 6 Export file.
  • Sales Orders (option 13:1). Timber lengths box now allows entry of "ADD%" when entering the ordered quantity NOT the supplied quantity.
  • Sales Orders (option 13:1). Now copies the quoted quantity to the sales order. If not quoted leaves default as zero.
RE2000 Dated 25 January 2006
  • Debtors Set up Clients (option 1:1). The print option enhanced to allow selection of transaction types to be included in the report.
  • Debtors set up (Option 1:1). The back order display now includes the ‘Our Reference’ field if this is a valid field in the sales order header.
  • Debtors Recurring Charges per Month Report (option 1:11:32) enhanced to include a department summary.
  • Debtors Print prices by client (option 1:12:5). Resolved possible problem with report not printing if the last client on the file was a charge to account.
  • Stock. Set Up (option 2:1). The lead time for linked stock is now calculated correctly.
  • Stock Receipts (option 2:2:1 also for Purchase Order Receipts). A new feature is now available to provide a warning if the new cost price changes the last cost price by more than a set percentage. (Note that the last cost price can be the last cost on the stock file, or the alternate supplier’s last cost or the special price cost). To use this feature you need to set the ‘exception percentage for stock cost warning’ in menu option 2:14.
  • Stock Loading supplier part number from a file (option 2:13:35) enhanced to allow import column for the stock user grouping field.
  • Purchase Order receipts (option 5:2 also for stock receipts). A new feature is now available to provide a warning if the new cost price changes the last cost price by more than a set percentage. (Note that the last cost price can be the last cost on the stock file, or the alternate supplier’s last cost or the special price cost). To use this feature you need to set the ‘exception percentage for stock cost warning’ in menu option 2:14.
  • Sales Orders (option 13:1). The drop down list of existing sales orders now includes a column for the Our Reference field if this is a valid field in the sales order header.
RE2000 Dated 18 January 2006
  • Debtors Print Bank Lodgment Form (option 1:11:14). Resolved work area not indexed error when attempting to print a batch from the history file.
  • Debtors Print Bank Lodgment Form (option 1:11:14). If using multiple branches where the each PC automatically defaults to the correct branch number when invoicing it will now also default to the branch for the bank lodgment report.
  • Debtor receipts (option 1:2). It is now possible to default the receipt value to the balance owing. (Change new setup question in 1:14 "Client Payment Received default to Balance Owing? Y/N" to a Y for this option.
  • Debtors recurring charges per month report (option 1:11:32) now also prints a department summary if departments are being used.
  • Stock Report – Group/Type Sales by salesperson (option 2:11:17). Resolved problem of not selecting sales for the selected salesman.
  • Purchase Order Receipts (option 5:2) When the quantity received is being entered it now displays the full description for each detail line and the detail line reference field has been moved to the right side of the screen so it can be seen.
  • Sales Orders (option 13:1). Default supplied timber lengths to ordered timber lengths if automatically displaying the supplied quantity as the ordered quantity.
  • Sales Orders (option 13:1). Add the timber lengths field to the invoice when the "Supply All" option is used.
 

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