Version R6.41.28 – Release Notes
Version R6.41.28 is the latest PCBx3 Manager Release available for download as of December 2, 2014.
The below release notes cover all new features, improved functions and bug fixes since the last official release of version R6.31.28.
The release notes include the following topics:
New Features
New features were added to the Main Menu, the Client Register, the Inventory Register and the
General Ledger. Each feature is shown and explained below.
Main Menu
Quick access to top-rated clients...
The main menu now provides easy access on all main menu pages to top-rated clients that are shown in the client register.
The ratings are allocated on the client details form and they can be configured via the main menu's system page using the maintenance / lookup values option and then Ratings | Clients.
Monitor client requests and quotes...
The main menu’s management page now includes a new option to monitor and analyse client requests and quotes.
Both forms are shown and explained below.
Client Requests - Analysis
Monitor and analyse the progress...
The new Client Request Analyser form provides a convenient means to monitor and analyse client requests on a monthly and weekly basis.
The data is summarised by dates for each of the possible client request status options.
The from provides monthly totals for the current financial year and the previous year totals, daily and week totals and averages as well as a yearly forecast.
The new form can be accessed from the main menu’s management page or the operation’s sub menu.
Client Quotes - Analysis
Monitor and analyse the progress...
Similar to the Client Request Analyser the Quote Analyser form provides a convenient means to monitor and analyse client quotes on a monthly and weekly basis.
The data is summarised by dates for each of the possible quote status options.
The from provides monthly totals for the current financial year and the previous year totals, daily and week totals and averages as well as a yearly forecast.
The new form can be accessed from the main menu’s management page or the operation’s sub menu.
Client Register
New search options...
The Find a Client section of the Client Register now provides two new search options.
Use the By Rating drop-down menu to quickly find clients based on any of the available client ratings.
Use the Top Rated button the easily retrieve the top-rated clients. The top rating represents the highest rating setup in the Lookup Values / Ratings | Client.
New short-cut menu option...
The short-cut menu now includes the new menu option to generate a New Client Request.
To access the short-cut menu, simply select a client in the list and then right-click the mouse.
The new short-cut menu option displays the New Client Request Wizard with the client details filled in.
Inventory Register
New search options...
The Inventory Register now includes a new Find Stock Items section that allows searching by Stock Code and Description or select pre-defined items from a drop-down menu.
The pre-defined search options include:
- In-active stock items
- Stock items carried
- Stock items on promotion
- Frequently quoted stock items
- Stock items sold & bought
New stock item menu options...
There are two new stock item menu options now available.
The bought and sold transactions history and the transactions by suppliers are shown below.
Inventory Stock Item – Transaction History
Monthly purchase & sales summaries...
The new stock item history provides a summarised monthly view of quantities and value purchased and sold including running balance, year total and total of previous year.
Quantities and values are derived and separately shown from the following sources:
- Stock items purchased – Purchase Orders
- Stock items sold – Purchase Orders
- Stock items sold – Cash Sale Invoices
- Stock items sold – Sales Invoices
The stock item transaction history can also be accessed from the stock item details form.
Inventory Stock Item - Supplier History
Same stock item - different suppliers...
The new stock item supplier history provides a convenient overview when purchasing an item from different suppliers.
The system tracks total quantities purchased, calculates average unit cost and total cost and displays the number of transactions and the date of the last transaction.
The stock item supplier history can also be accessed from the stock item details form.
General Ledger – Chart-of-Accounts
Delete a general ledger account...
The system allows now deleting a general ledger account.
A general ledger account can be deleted if no transactions exist in any of the key general ledger transaction tables.
Balance Sheet opening balances...
The chart-of-accounts now provides convenient access to a new form that allows updating or entering opening balances for all balance sheet accounts.
Accounts Receivable - Provision for Doubtful Debts
Periodically review your debtors...
If it is likely that a debtor does not pay an invoice you can now mark the invoice as paid which will reduce the debtor balance and a corresponding amount is posted to the balance sheet’s asset account “Provision for Doubtful Debts”.
To use this function, select an invoice from the Aged, Top 10 or Reminders page of the GL – Debtors Management form.
Note that an invoice must be older than 3 months and have at least 3 invoice reminders!
If after that the Debtor pays the outstanding invoice, simply delete the “payment” via the job menu’s Payments option and then proceed to allocate the proper payment.
Improved Functions
The following improved system functions are now available.
General Ledger
The system now allows using or saving a general ledger transaction as recurring transaction. Recurring transactions can be used or saved on the Make a Payment, Make a Deposit and General Journal forms.
The Profit and Loss Analyser (Monthly KPIs) includes now wider fields that makes it easy to read the results.
Projects and Service Jobs
A gross profit report is now available for projects or service jobs from the cockpits, project register / print options and service management register / print options.
Client and Site Registers
Previously, both registers displayed a message when the search result exceeded 200 records. The new threshold is now 500 records.
Human Resources
The HR Timesheet Transaction Register now allows the sorting of transactions. Sorting can be done on all displayed columns.
Bug Fixes
The following bugs were fixed.
General Ledger
The Profit and Loss report’s earnings before tax row was there but set to hidden. The row is now visible.
When searching only for an amount using the GL Transaction Search | Advanced Search Options the system displayed the hourglass and nothing happened. The system expected a date apart from the amount. The system now allows to search for amounts only.
The Profit and Loss form when called from the report menu caused an error when selecting a month different to the current month. The form now opens showing the current month and the error no longer occurs.
A discount entered on a Project Sales Invoice did not appear on the BAS report. It does now.
Client and Site Registers
On initial opening and then immediately clicking on a sort button all records disappeared. The sort buttons looked for the record SQL in the wrong place. This is now fixed.
Labour Transaction
When manually overwriting the base hourly rate on the Project/Service Job Labour Detail form the total labour cost before tax and job cost allocation were not recalculated on screen. The calculation took place when saving the record. It now calculates the values immediately.
Installation and Licensing Information
Important Installation Notes
Upgrading to Release 6.41.28 must be performed from R6.3xx versions. However, existing R6.3xx versions will interpret the new release number incorrectly!
Because of that, the automatic upgrade installer cannot be used and instead the new release must be installed manually!
Simply contact Blake Developments for assistance with the installation.
Licensing Information
Upgrading to Release 6.41.28 may require a licence upgrade. If not sure if your current licence is sufficient, simply contact Blake Developments.
Thank you...
Thank you for choosing PCBx3 Manager, we hope you enjoy the new features.