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Tracker 7 updates |
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Significant Tracker 7 changes (new functions and fixes) by release number (minor functions and fixes not listed).
7.491
Added option to export summary bill to Timberline.
If billing for meter hours and allowing the Tracker to calculate those hours based on meter readings, the calculation was based on the most-recent entry, which could be a repair.
7.481
Fixed error when checking for maintenance plans not in equipment plan.
7.477
Fixed error propagating changed IDs to kits.
7.472
Enabled history and reservation reports for view-only users.
Added purchase order labels to the Barcode menu. Prints ids and, on 2-line labels, purchase order and description.
7.470
Simplified and fixed problems with combined transfer / meter read barcode program.
7.469
Added driver history sorted by employee name, option to export same to excel or tab-delimited file.
7.464
Error in 7.458: not updating with period-end data if sent to screen or file.
7.463
Drop ships not billing.
7.461
Ennabled fractional quantity option in AC Tracker. If unchecked, no quantity decimals are displayed in the inventory, purchase order and transfer windows.
7.459
Two problems when uploading a Videx reader. 'Variable L36 missing' and, if uploading unique data only, data not found (because columns in wrong order).
7.458
Added an 'Update your data with period-end info?' prompt when printing period-end bills so, if a printer jams or some other problem occurs, the user can re-run the bill with the same ending date.
7.455
Fixed problem in barcode upload. If TO left blank on reader for 2d or subsequent destinations AND the user had automatic shipping tags turned on, the default storage site wasn't substituted for the blank.
7.454
Added one digit to the inventory window quantity field.
7.453
Added a quantity discrepancies (between inventory and history) report to the Utilities menu.
7.449
Added a location name popup window in the inventory window.
Fixed a problem with barcode uploads where the system wasn't recognizing add to stock or count files correctly.
7.448
Added an option in Basic Billing to include items with $0 due in bills.
If Separate Barcode Number was on and the barcode upload file contained blank IDs, the system would incorrectly match those against recs that had a blank barcode number.
If you changed a field in a grid, clicked in a disabled field in another row, closed the window without saving, then answered NO to the SAVE CHANGES? prompt, the old data from the changed row over-wrote the clicked-in row.
7.444
If an id had embedded double-quotes (", e.g., 1"2) and the user entered the entire entire id in a transfer window, the search failed with an error.
7.432
Added as an option the ability to add quantities in a barcode quantity-on-hand file if duplicate ids + locations were detected. Previously, duplicates simlply over-wrote prevous entries.
ComputerEase consumable adjustments and receipts are marked 'sent' when exported.
7.429
Added option to display tool photos in the transfer windows.
7.428
Added option to sort barcode labels by description or name.
Added option to upload a barcode file containing both transfer and current meter data.
7.426
Modified Computerease inventory adjustment export file to correct date mis-formatting. Corrected template field widths in Computerease help page to reflect recent changes in Tracker.
7.420
Fixed problem in billing if using mocap or mocap2 and had items checked out before 1996 (leap year calculations started didn't account for 1992 or 1996).
7.409
General interest (1) if selected history when current window needed attention, warned but system proceeded to open history (sometimes leading to problems in originating window) (2) error under specific circumstances if switched to history from a transfer window.
AC Tracker (1) import from AC failed if multi-user or password protection enabled (2) po import didn't check if any unexported po receipts were in the history log (it DID check if any open transactions were in the intermediate / transfer table).
7.397 - 7.408
General interest (1) deactivated 'transfer?' messages when transferring using mouse-and-menu interface job-to-job or site-to-site (2) allow non-unique non-returnable items to be transferred between jobs (3) Inventory barcode labels printed extra labels if the user included an OR in his or her query (4) allow id or job codept if turn on automatic nunr return depts.
AC Tracker (1) check for partial or incomplete AC export (2) don't import blank catalog ids (3) assign default codept to tools when importing (4) demo option to auto-delete data if not licensed (5) added ac-specific setup tables to the rebuild function.
7.396
Added decimals for week and month breaks (advanced billing module).
Fixed problem with the copy function: if the user clicked in a disabled field then tried to copy, the Tracker copied the previously-selected record.
Added the ability to add new ids using the barcode add to stock program if the user has the separate barcode # option on.
7.394
Added and documented (search in the help system for 'importing data from a spreadsheet') an import-from-Excel capability that allows users to set up a one-time, initial inventory, job, description and manufacturer import.
7.388
Fixed data dictionary errors with employee driver and rights fields which prevented them from working with bulk change and find.
7.387
Added 'extras and accessories' to the Supplies & small tools module. The Tracker pops up a list of extras and accessories you've specified whenever an item is transferred to a job or employee. You can check the extras you want to include in the order.
Added residual calculations to standard (not just by-date) depreciation.
Modified the Find function to work with quote marks (' and ").
7.386
Changed the approach to key value changes to require users to deliberately set an option to allow such changes.
Fixed a but caused by moving table and report installation (version 7.384).
7.384
Moved table and report installation to the Tracker from a separate setup program, mostly because of difficult-to-trace bug when microsoft install program and table installation were run back-to-back, partly because the new approach addresses version mis-matches more gracefully.
Added date and currency options. Date previously was always American (mm/dd/yy). Added British / French option (dd/mm/yy). Currency previously was always $. Added British pound and 'no currency symbol' options.
7.381
Fixed problem in the meter and repair windows. If the user entered a LOCATION NOW then clicked FIND, SELECT ALL then ADD, the location column in the inventory window was erased for the selected items.
7.378
Added 'Save and Add' to barcode shortcut doc.
Added purchase orders as an option when barcoding inventory transfers.
7.374
American Contractor integration. The recent gaps between versions, below, have been interim American Contractor releases. American Contractor has released a beta version of their software to work with this version of the Tracker.
7.369
Fixed error in setup program. System lock not working if installed over older version with no system lock.
7.366
Added ability to gather repair and meter data using a barcode reader.
7.361
Added ability to reserve by ID to the reservation system.
7.357
Added support for thermal label printers that print off rolls, not sheets.
Added option to allow negative quantities.
7.356
Added a reservation system with conflict-checking. Described in the help system under The Construction Tracker, Reserve Inventory.
7.354
Added category, cost code and job.billcode and cost code category to Timberline odbc import.
Fixed a problem importing memos. If the existing memo were blank and the imported data contained a value, the imported data did NOT record.
Deleted transfer files if they were completely processed (previously, completely-processed transfer files remained on disk).
Grid sorts (clicking on the column heading) didn't work in the demo if the column in question wasn't pre-indexed.
Set up the extended use form to appear as a preview first (previously, the only option was to print).
7.353
Jobs imported without a jfields.txt file weren't being marked active and the pre-set discount was set to 0% when it should have been set to 100%.
7.349
Changed containers to function like other transfer windows. Menu now says 'transfer to container,' not 'edit container.' Non-returnable items can be transferred to containers, they also are displayed in the inventory window.
Fixed a problem with returns of 'non-returnable' items. If such an item were at 2 storage locations, the return function would display those locations and not allow a return from a job or employee.
Fixed a problem with the rebuild called at program startup.
7.348
Increased width of barcode labels to 15 chars where possible (some labels are too narrow for 15).
7.347
Added the ability to specify depts when consummables are returned. Optionally, that department can be set to the source job's codept.
Added accumulate department to the barcode system.
7.346
Removed dos zip from the rebuild and install programs, the better to avoid problems with dos zip when run over networks, especially when several dos zip sessions were called in sequence.
The versions between 7.339 and 7.345 all contained changes to improve data integrity in a multi-user setting.
7.339
Added system lock that prevents user collisions during major file updates, e.g., when installing, rebuilding, backing up, or using one of the bulk change or delete funcitons. Previously, the locking scheme left small windows during which a 2d user could log on.
Bills showing $0 due, supposedly for current rentals only, were showing everything.
Added duplicate location checks to the rebuild function, e.g., the same number used for a job and employee.
Added history / inventory discrepancy checks to the rebuild function.
Fixed bug that prevented the deletion of containers.
7.338
The internal rebuild function (called from the Utilities menu, as opposed to the external version that's a separate program) now checks unique items' location in the tool file against the history log (under some circumstances, the tool file isn't updated properly).
Fixed a problem in the database & reports portion of the installation program (db_setup.exe) that wasn't allowing users to cancel out.
7.336
When uploading add to stock files with the 'add new ids' option on using the TriCoder feature that automatically skips the QTY step, if the last item in a group had no quantity entry, the item wasn't processed.
7.335
Added 3/4 x 1 1/2 inch barcode labels as a standard option.
7.334
Added an inventory report sorted by location then container then description that lists each container at a location followed by the contents of that container. Items not assigned to a container appear at the end of each location's list. Works with the containers in the supplies & small tools module. Also works with a container workaround described in a new page in the help system (under the Construction Tracker).
7.333
Fixed 2 barcode processing problems. When uploading physical inventory file, system prompted for every ID quantity update even if the user said they didn't want prompts. And, when uploading add to stock files with the 'add new ids' option on, if the last item in the list was unique and had no quantity, it generated an error and wasn't processed.
7.331
Added option to include $0 due rentals still at jobs in bills.
Added ability to use pick tickets with vendors.
7.330
1 3/4 x 3 barcoded labels not printing correctly.
The maxrent % field wasn't being refreshed when an order was opened using Edit or Add to Order.
Sorts in the select inventory window (that appears if you enter an id or description in a transaction window with more than one match) generated errors in multi-user / user password system.
FINDS in the select inventory window generated errors. As of this writing, simple finds in that window work. Queries still generate errors.
7.329
Fixed a problem in the discrepancies report generated by a barcode quantity-on-hand upload: the quantity in the barcode file wasn't being displayed correctly.
7.328
Added on-the-fly ID adds to the To storage site window.
7.327
Added the Maintenance Tracker, really a combination of the Construciton Tracker and Repair and Maintenance module. Modified help system to include.
7.325
Fixed problems with repair data recording properly if opened the repair window when the work order window was already open.
7.324
Fixed problem with auto-exit in options window.
Added USB detail to help system for Worth Data barcode hardware.
7.319
Added meter history sorted by BY field and department detail and summary reports.
Added ability to custom-include certain hourly billing fields even if the billing module not on.
7.318
Added the ability to enter a description in the TriCoder barcode reader for a group of IDs when adding new IDs to stock. The alternative requires the user to enter a description with every ID.
Fixed 'illegal file lock' bug which appeared under some circumstances when changing IDs or employee numbers.
Added meter history by BY reports (for employee and equipment hour reporting).
Fixed 'missing expression' error when switching beteen the work order and a transaction window.
7.317
Kits weren't working correctly on pick tickets.
Modified barcode add to stock program. If 'add new id' option on, existing id's are checked in if received. Previously, existing id's were rejected with 'id already exists' error.
Added option to delete one row of a non-unique id in the inventory window (as opposed to entire id + history) IF the row wasn't the default storage site record.
Added comparisons of application, data and report versions at startup and when path changed.
7.316
Changes involving wordorders & free-form tasks.
7.315
Changed billing period-end to always regenerate the history report file. Previously, the file was only regenerated if data had been edited.
7.314
Pick ticket table's description field was 30 characters when it should have been 40.
7.313
Added AutoAdd feature to work order tasks. If you don't want to print and process all the tasks listed for a work order, you can temporarily remove them but mark them AutoAdd. After the remaining tasks are processed, the AutoAdd tasks will be automatically restored to a new work order.
Removed meter test if the Record Meter window if the meter column isn't displayed (if, for example, you're recording hours only without recording meter readings).
7.312
Fixed problem that prevented view-only users from opening a single-user copy of Tracker if the system was in use.
7.311
Added a sort by location option (with page breaks between locations) to the barcode transaction report.
Fixed a bug in the equipment type report.
7.310
Added a discrepancy report to the barcode quantity on hand function that lists all possible discrepancies:
Fixed a problem introduced by the changes to the count function in 7.308. If a report bypassed the report setup window (e.g., workorders printed from the workorder window, not the report menu), an error would appear (the error was cosmetic and could be ignored).
7.309
Bug in program that calculated automatic credits for returned sale items: if an ID's return percentage was zero, system ignored and used global return percentage instead.
7.308
Fixed problems with the Count button in the Find window, e.g., the count was often incorrect if run with reports.
Added a 'no match' warning for simple finds in edit windows.
Fixed problem in custom reports that would include deleted items.
Added bulk inventory delete.
7.306
Freeform repair entries didn't appear in the repair window even though they were being saved.
7.305
Added remote barcode upload. Worth Data hardware can be uploaded using a separate upload utility onto a machine that's not running the Tracker then sent to a different machine for processing.
7.304
Added 'add new id' option to barcode add to stock function.
7.303
Removed an unnecessary step when returning non-unique, non-returnable items.
Added manual credits for non-unique, non-returnable items. Allows arbitrary credits to be entered when returning such items, whether or not they're being returned from the job they were sent to.
Fixed a bug that would sometimes generate a 'value already exists' message when adding new items (click ADD, type in value, then push the up or down arrow key on your keyboard).
Fixed sort order for employee lists in the report setup window.
The internal rebuild function was ignoring the accumulate by or dept functions and incorrectly marking records as duplicates.
Fixed a work order bug (click ADD, enter an ID that already has a work order, clear it and try to close window).
Restored inactive jobs etc. to the 'location now' lists in transaction windows.
7.302
Added dispatch reports mistakenly left out of 7.301.
Modifications in 7.301 to employees table conflicted with inventory by employee reports. Modified the modifications.
7.301
Added dispatch system (help system not yet updated) for scheduling equipment and employees.
Fixed bug in bulk history delete that didn't check for open pick tickets.
7.300
Added several fields to the department (cost code) table, including user-defined fields.
Fixed 'illegal locks' error in the maintenance plans window.
7.299
Added inventory summary by id and description reports that show totals for a given id or description at all locations.
Changed history search if Find Before Edit option on. Previously, the Find window didn't display the initial search text and subsequent searches only searched within the initially-foundhistory subset (the user had to exit from the window to bring up a different subset). After this change, the Find window shows the initial search AND a subsequent search isn't limited to the initial subset.
Added instructions for moving custom reports to the help system.
7.298
Added Update Qty on Order option to Supplies & small tools module. If user maintains qty on order in inventory window in user_i2, adding to stock will update that figure.
7.297
Moved the rebuild check to startup, extended it from 1 to 2 weeks, and added explanatory information in the message that appears. Previously, the rebuild check had been at shutdown. Some users didn't understand the rebuild process and interrupted it, causing data problems.
Fixed problem in program that converted data to accumulate by or dept.
7.296
Fixed problem in auto-import utility.
7.295
Fixed error in bulk delete history: abandoned and edit container transactions weren't being restored properly if they were the most recent for an ID.
7.294
Removed excess carriage returns from note when free-form repair tasks added to work order.
7.293
Changed Computerease import to suport 1-password entry (previously, the system required the user to re-enter his or her Computerease password every time a Computerease table was touched).
Fixed a bug where, if a non-unique ID was changed in the Inventory window and the new ID was alphabeticallyl greater than the existing ID, some rows were left unchanged.
Revised the Using Worth Data Hardware page in the help system.
7.292
Added ability to offset barcode labels, e.g., "Start printing on the 5th label." Label templates loaded using a previous version of the Tracker will print short meaningless barcodes in the offset spaces. To avoid printing these, unzip the label templates (the files beginning 'label') from rpts.zip into your reports directory.
7.291
Fixed several problems. Changing an existing driver to no driver. Driver history with location report find. Pick ticket in site window removed when new version installed. Allow pick ticket quantities without supplies and small tools module.
7.290
Added a utility that allows an existing order's destination to be changed.
Re-did bulk delete history to fix problems if using billing module.
7.289
Re-wrote help for repair module setup, workorder process.
Fixed problem introduced in 7.288 work order changes that disallowed free form workorder tasks.
Fixed problem with free-form tasks not being deleted properly when workorder processed.
System was duplicating maintenance plans if changed equipment ID in inventory window.
Re-did bulk delete history to fix problems if using repair & maintenance or supplies & small tools modules.
7.288
Fixed several problems. If a maintenance plan already on a work order was updated manually, the plan was previously not removed from the work order. The change to meter / maintenance plan updates in 7.285 had introduced a bug. The repair history report would incorrectly assign costs if multiple summary repairs were entered on the same order without parts or labor costs. Finds in the history window, if multi-user is on, would generate a cosmetic error message.
7.287
Added maintenance chains: the ability to define a sequence of maintenance tasks in a single maintenance plan. This matches the approach taken by some equipment vendors, where different forms of maintenance are required but on a set schedule, e.g., every 150 hours. A chain might be 'A1 B A2 C,' where A1 is a lube/oil/filter, B is a lube/oil/filter with an inspection, etc.
Added maintenance postponement. Users can enter the number of days to push back scheduled maintenance in the maintenance plan and workorder / edit tasks windows.
Added user expressions to the query window, e.g., display all inventory whose original cost less accumulated depreciation is less than $100.
Added history fields to the driver history with location find window.
7.286
Upgraded help system. Added startup guide (evaluating, learning, setting up the Tracker), system overview and detailed feature list. Included Tracker Lite, Construction and Tool Crib Trackers in same system (previously divided into 3 separate systems).
7.285
Modified meter update to allow (1) insertion of meters in history WITHOUT updating current meter reading in maintenance plans and (2) multiple updates to maintenance plans (previously, only the first save recorded the current meter in maintenance plans and brought up the maintenance plan window).
7.284
Read-only users are no longer counted in the multi-user total.
Added 2 driver history reports, one containing just the contents of the driver history table, the other containing information from history (location, date at location).
Added option to update maintenance plans from the Record Repair window OTHER button. Previously, this wasn't a user-callable function.
Modified the maintenance plan update window to include the last-done date and meter reading.
If you were adding details to a repair record and closed and re-opened the Recored Repair window, the repair id wasn't being recorded correctly.
The system was allowing duplicate order numbers IF they were typed in manually AND no detail was added to the order.
Added the option to include the department associated with the most recent check in or out transaction printed on the Meter Worksheet.
7.283
Modified the data & report path definition window to disallow the universal naming convention (\\) when specifying paths with a navigation window (had previously disallowed if typed in). Certain functions in the Tracker, e.g., backup, don't work with that convention: a drive letter is required.
Fixed an error in the Billing Sorted by Location with Summary report that prevented the summary from printing.
7.282
Added rates to summary rate sheet export file.
7.281
Fixed a problem recording drivers in transfer window.
Fixed a problem returning non-returnable items.
7.280
Added an option to bill for containers as separate locations.
Fixed error when deleting equipment plans.
Added a 6th digit to meter periods, allowing meter periods to 999,999.
Added optional time stamp to TriCoder barcode data.
7.279
Included items with accumulated depreciation but no expected life or depreciation this period in depreciation reports.
7.277
Added weight calculations to check in transactions.
Added billing summary sorted by location excluding items with $0 due. Previous summary had included all items. Users can now choose between versions with and without $0 items.
Option to FIND before opening history window, aimed particularly at users with large tables who need quick history lookups.
7.276
Added hot keys in menus and 'decision' windows where they had been missing.
Fixed several problems in the purchase order system. The FIND button in the report setup window wasn't working. Under some circumstances, adding to stock in the purchase order window wasn't working. If the storage site was blank when a user attempted to add stock, the record wouldn't be saved but the user wasn't warned. And the custom purchase order report choice was appearing in the 'other reports' menu, not 'custom reports.'
If an item was listed at a storage site that had been deleted, the rebuild program would count that item as an error and report it even though it was, in most situations, not really an error.
7.275
Removed inactive jobs and employees from the popups in the to job, employee, and site windows.
Add picktickets as an option to the to site window.
Added summary bill report to the basic Billing module.
The Accumulate Department option was, under some circumstances, not finding the correct 'holding' record.
7.272
Increased the width of the Id column in all relevant grids to accommodate 10 characters. Increased the width of the job/location column to accommodate 12 characters.
Under some circumstances, accumulate by and accumulate dept weren't totalling quantities correctly in the the inventory window.
Changing the data path automatically deletes history files. Previously, if you changed the path and the data in the new path was older than the current history file, the history file wouldn't be updated and would reflect the data in the 'old' data directory.
Added a 'don't interrupt' warning when the edit history window is generating a new history file.
Changed the window that asks, "Take this item from the default storage site or the location chosen?" when adding an item to a pick ticket from a location other than the default storage to default to the alternate location.
Fixed a problem that occured if you changed the site number for the default site in the edit sites window.
7.271
Fixed a bug in the internal rebuild program as of version 7.267 that popped up an error message but was harmful only if the user has entered vendors.
7.270
Several fixes to the repair module. Made the notes of the 'main' id available in detail repair tags. Made treatment of LABOR consistent in transaction window and repair history reports. Previously, if saved a detail repair rec then changed rate, PARTS and LABOR weren't updated.
Substantial additions to the help system, reflecting a number of changes and additions over the past few months and filling a few holes. The 'check out by required' option. User rights level 250. An optional TriCoder tool transfer program with no quantity. How to specify labor id's in detail repair recs. Auto import. Depreciation. New inventory, history, billing, repair history, and custom reports.
7.268
Added weight calculator in To Job and To Employee windows.
7.266
Fixed problem with barcode uploads using externally-printed labels.
Meter inventory reports included the latest meter reading date but sometimes listed it confusingly as the 'start date,' i.e., the beginning date at the location. Added that start date to 2 of the meter inventory reports, re-labelled the latest meter reading to clarify.
Fixed problem with "other" reports (e.g., jobs, sites, employees) that would print blank records if any were in the underlying table.
Added level 250 security. Identical with level 200 except users cannot add new storage sites.
Fixed problem with level 200 security that allowed on-the-fly employee adds.
7.265
Fixed error in inventory window if changed qty then saved when cursor in a field other than qty.
Added fractional qty to edit history window.
Fixed error in 'exactly equal' queries.
Fixed error where, if picktick option on and the user entered a non-unique item then zeroed out the quantity, the item would backorder but would remain on the original order with a quantity of 1.
7.264
Fixed problem with ship tag sort order if 'print ship tags in id order' and 'picktick' options are on and user enters blank ids on a picktick.
The 'begindate' on the meter worksheet report was actually the date of the last meter reading. Replaced with the last transfer date.
The inventory find window that pops up when you're transferring items was sorting just by id. Modified to sort by id + location so non-unique items would be easier to locate in the window.
7.263
Added the begindate field as an inventory window option in Select Rename Reorder Columns.
Deleting entire pick tick generated an error. Fixed.
If transfer window detail grid full and you pressed SAVE/ADD, the incorrect record would be highlighted under some circumstances. Fixed.
Added warnings to options window if running multi-user, warning users that they either needed to shut off all users for changes to take effect.
Items deliberately deleted from pick tickets were appearing as backorders. Fixed.
7.261
Increased the length of job, employee, site, and vendor numbers and tool ids to 15 characters. An under-the-covers change to the tables, code, and formatting required to allow 15 chars in those fields. Many cosmetics not changed, notably grid and report widths.
Added an option to require that the BY field be filled in for transfers to jobs.
Added holding ('running total') inventory record auto-generation to the barcode add-to-stock program. Previously, the Tracker returned an 'id not at location' message if an id wasn't currently located at the location specified.
Fixed problem with site-to-site transfers if originating site record had been created by an add to stock.
Added the vendor name to the vendor combo in the maintenance plans window.
Fixed "missing expression" problem if the user had the automatic maintenance check option on and chose to run a report.
Added the ability to record an hour figure without recording a meter reading if a user is recording hours for billing purposes. This allows for time-increment billing without recording any hour meter or odometer change.
7.260
Fixed problems in edit container window, copy function.
7.259
Added 4 week billing, which mimics commercial equipment yard billing. Must be run on a 4-week cycle, 13 times a year. Uses statements, not invoices, which list everyting that would have been invoiced during the time period by a commercial vendor. Items still out are billed in complete months (not at all if the month rate hasn't yet been attained).
7.258
Added inventory + maintenance plans to the custom reports menu.
7.257
Considerably augmented the Tracker's existing Computerease integration facilities. Import from Computerease now via ODBC, not text files, so a 1-step process. Added a one-time inventory import for setup. Added new consummable adjustment and receipts reports/export utilities designed to work with Computerease's existing import functions.
Fixed a bug in the Maintenance Plan query manager.
Fixed a problem in the date range calculation for History reports without end dates.
7.256
Added an automatic time stamp to the order header.
Fixed problems with kit check out.
Fixed a copy inventory problem that would erroneously delete inventory records.
7.255
Added a repair history with detail report. The detail shown consists of parts and labor entries added as a detail repair order.
If the repair window was open, repair detail was set to ASK USER, and the user clicked the REPAIR button, the system wouldn't ask. It retained the setting from the open repair window.
7.253
Changed cycle inventory count (see 7.251) to automatically handle situations where a non-unique id was in the upload file but wasn't listed at the location. Before this change, this situation resulted in an "id not at location" error.
7.252
Fixed problem with long shipping notes in tags, which previously would over-write the data below.
7.251
Added cycle inventory counts using a Worth Data barcode reader.
If the workorder window was opened the a repair history report run, detailed labor entries were mis-classified in the report as parts.
The location in some billing reports wasn't printing on the 2d and subsequent pages.
Auto-update period-to-date depreciation when the expected life field changed. Added a similar auto-update when expected life bulk changed.
7.250
Added billing sorted by customer detail and summary reports.
Deleted history and nhistory files when restoring backups so system wouldn't mistakenly keep 'more recent' history files.
Fixed rebuild bug that was deleting workorder headers.
Added automatic job, employee, and customer import facilities (automatic in the sense that, if a properly-formatted and named file were present, the Tracker would import the data upon start up). Offered in 2 versions: (1) update all fields containing data and (2) update selected fields. Adds new records, edits and deletes existing records.
7.249
Fixed an error in the Videx upload routine that was inadvertantly added in version 7.242.
7.246
Added 3 new employee 'rights,' one less restrictive than the former LIMITED right, 2 more restrictive. The exact restrictions are listed in the revised help system under SET UP EMPLOYEE PASSWORDS.
7.245
Added Tracker Lite, a limited version of the Construction Tracker (limited both functionally and in the number of tools that can be entered).
Changed the 'modules used' window to more accurately reflect the exact configuration. Changed menu pick to 'Configuration and renewal.'
Fixed problem if first field in a table not a character field, e.g., holidays.
Changed language in several places to explain more clearly, e.g., at beginning of Tracker if tables or reports not found, when user installing 2d (+) system on network.
Addressed problem in FoxPro 'locate' window (generates an error if the user cancels).
Added support for report variables and functions to custom reports.
7.244
Added several options to bulk change for rates. The ability to specify any rate as a percentage of cost. The ability to change all rental rates at the same time either using the default break points entered in the billing options window OR retaining the current ratio between those rates.
Added 'inventory + jobs + sites with most recent meter reading' to the custom reports list.
7.243
Added a new 'meter inventory with most recently-entered meter reading' report. While this info is available in other meter reports, this new report presents it 'cleanly' without information some people don't want.
Added 'inventory + location addresses' to the custom reports list. 'Location addresses' include the physical (NOT the mail) address info from the job, employee, vendor and site tables.
Changed the delete function so the record pointer goes to the next record after after a delete (if the user is on the last record, the record pointer goes to the new, last record). Previously, the record pointer went to the topmost record after a delete to the top.
Fixed error in 'history by previous foreman' report.
7.242
Added variance processing to transfer files. When receiving files, users can process immediately, open in a receiving window, or save for later processing. The latter 2 options support variances. In the receiving window, users can enter the actual quantity received manually or using stationary barcoding. If a file is saved, it can be compared with a 'received' file uploaded from a portable TriCoder barcode reader. The TriCoder program must be modified to support this. TriCoder users can mix and match 'regular' tool transfers and transfer files.
The standard TriCoder tool transfer program assigns a new order number every time you change the TO location. If you interrupt a large order with a small then return to the large order and want the second part of that order to use the same order number as the first, you can reprogram the TriCoder to support order 'continuance.' If the user enter "++" in the Order field when entering the 2d (or 3d or 4th...) portion of a broken-up order, the Tracker will look for the most recent order to the same destination. If that order is less than 10 days old, the Tracker will re-use that most recent order's order number.
Added a new 'tag sort' supplies option. Previously, ship tags always sorted by SEQUENCE, the order the items were entered (one line appears for every line item entered, i.e., a non-unique id can appear more than once). The new ID option sorts ship tags by id and subtotals non-unique ids (one line appears for each non-unique ids).
Made the type-in field at the top of the find window the default when the window's opened. If the user wants to search by the default column, s/he can enter just the data and press ALT+O to find.
Fixed the Select Rename & Reorder Columns window, which would mistakenly allow duplicate headings.
Modified the 'change this wherever it's used' window that appears if you change a tool id, job number, etc. Previously, 'yes' was the default. Now, 'no' is.
7.239
Users can specify the quantity of each barcode label to print.
7.237
Extensive changes to bulk change. Added bulk change to the history window. Limited fields in all windows to those it wasn't dangerous to bulk change. Added 'choose a value' popups where value needed to come from a table or list (previously, values needed to be typed in). Added add-on-fly functionality if value drawn from 1-field table, e.g., description, manufacturer, department. Updated 'companion' field where appropriate, e.g., if change employee number, update employee name.
Ennabled the equipment type field for non-unique in the inventory window if RATEB2 billing logic on. The equipment type field determines which rate class to use in RATEB2 logic.
Fixed update problem for RATEBK and RATEB2 billing logic if new ratebook tables required.
Updated the help system to include: basic billing and logic descriptions, ratebook 2 setup, po's with destination sites, barcoding tricoder X function, transfer fields.
Added user dictionaries to the internal and external rebuild functions.
7.236
Changed the way the Tracker determines whether to update the history file. Before, the Tracker checked the date and time on disk. This worked fine EXCEPT on Windows NT and 2000, which update files using an internal algorithm that is not under a programmer's control. A user could change something then open the history file and the change wouldn't show up.
Fixed some errors in the way user changes to column headings were propagating to the query manager dictionary (used in queries and custom reports).
7.234
Purchase orders added to custom report menu.
Changed billing reports to show usage with 2 decimals. A common question has been, "Why doesn't the total equal usage times the rate?" The reason was: usage was rounded to 2 decimals but only the first decimal was displayed in the report.
7.233
Backorder order number printing incorrectly if pickticks on.
7.232
Delete not working properly in purchase order window.
7.231
Added maintenance plan notes to maintenance due reports. Those notes can be entered in maintenance plans directly or in maintenance types; in the latter case, they'll inherit to maintenance plans.
Added delimited-by-pipe file option to billing reports.
Fixed maintenance predicted sorted by id report, which wasn't working because of mismatched names in menu versus report window.
The maintenance plan window was appearing (incorrectly) when parts were added to a repair order.
7.230
Added RATEB2 (rate book 2) billing logic, which combines the arithmetic used with upgrade logic with the ability to set up job-specific pricing by equipment class. Different jobs can charge different amounts for the same item. RATEB2 billing logic also allows checkout departments to be set by equipment class, by job.
7.228
Added ability to define receiving location to po window and table.
Changed budget copy, removing removed copy description + dept; adding job + description, job + description + budget. Gave hot keys to all but copy (just) description.
7.227
Added an inventory sorted by cost report.
7.222
Made significant improvements to MOCAP (monthly cap) billing logic. Previously, monthly cap logic depended on the user to run period-end bills just once per month. No safety checks prevented a second or third run. In addition, certain types of after-the-fact changes weren't automatically handled by the system. MOCAP logic is now fully automatic and does not allow duplicate billings.
Added a variant on MOCAP billing logic: MOCAP2. Standard MOCAP billing logic accounts for all previous charges in the last month. For example, an item rented for 3 days in January, 2002 (starting January 29) is returned March 15, 2002. If the item's rates were $1 per day, $4 per week, and $12 per month and the Tracker were using 21-day months, the item would have been charged $3 the first month and $12 the second month. In month 3, it would be charged for 34 days of use / 21 days per month or 1.62 months * $12 less the amount previously charged ($15) or $4.44. MOCAP2 starts over in the last month. In this example, it would have charged for 11 days / 5 days per week or 2.2 weeks * $4 or $8.80.
Added date checks. If you enter a date more than 30 days in the past or 180 days in the future, the system asks for a confirmation.
Changed the rate 'spaning' feature added in 7.221 to work with all forms of billing logic except rate book logic.
7.221
Added a new 'import fleet data' utility that stores meter readings and driver histories.
Added rate 'spanning.' An item with a MONTH/SPAN rate period bills a proportion of the month rate, even if out just for a few days. Designed for situations where an item is moving between different job locations, all of which have the same owner. When moved to a new location, rate spanning retains the rate 'earned,' i.e., it doesn't start over with the DAY rate. Available only with UPGRADE billing logic.
Fixed several bugs. The FIND window wasn't retaining the previous find correctly under certain circumstances. The purchase order table wasn't being handled correctly by the rebuild and db_setup utilities.
7.219
Fixed 2 bugs in the order save function. First, if a limited-rights user with the billing option added an item to an order then immediately edited it, some billing fields were erased. Second, if a user added an item to an order then edited 2 fields (one being quantity), a 'no matching negative record' error would appear.
Changed the install program to not include previous zip files when zipping up report templates. Otherwise, the size of the zip file would double with each new install.
Added a fractional quantity option for budgets if enter by quantity, not by dollar amount.
7.218
Added id's and job names to the budget window and report. Budgets, as before, are based on descriptions. This change is for users who would prefer selecting jobs by name and/or tool 'category' by id.
Added code to flush files to disk before testing update dates when running history. Previously, users could make changes but, since those changes weren't flushed to disk, the Tracker didn't know it needed to update the history table.
7.215
Added Inventory + sites option to custom reports.
Added original cost (wwtools.origcost) to transfer function.
Fixed several problems. Purchase order table wasn't included in rebuild function (data appeared to be lost). Id/number propagation didn't include all relevant tables. Error in multi-user sorts & single-field finds. Error in some on-fly adds if user changed data in on-fly rec.
7.212
Added bulk history delete.
7.210
Added a toolroom-specific help system.
7.29
Re-wrote several sections of the help system, in particular those sections dealing with setup. Added help for features new to the Tracker since March, 2001.
Added a toolroom option to the demo that automatically turns on several toolroom options.
Modified order number generator to avoid dups entered by hand.
Made extended use form user-modifiable.
7.27
Added a fast data entry option for tool transfers. Users who enter entire job, employee, site, or tool ids can simply press the ENTER key to SAVE & ADD. Speeds up data entry whether you're using a stationary barcode systems or typing in IDs.
Barcode labels could only be printed for non-unique items in the main storage site. Added the ability to print labels for non-unique items at jobs or assigned to employees.
7.25
Added a toolroom option, which orients Tracker towards fast check in and out to employees. Employee picture added for verification. Menus, windows, buttons, and reports changed to refer to employees, not jobs.
7.22
Added 2 new reports: inventory with previous location and history sorted by id without end dates. The former lists items with their current and previous locations. The latter shows the raw contents of the history log, exactly as seen in the edit history window.
Added the order number and previous location to the history sorted by id (with or without end dates) reports.
Fixed a barcode naming problem. Barcode files created in September or October were being deleted incorrectly.
7.21
Tracker 7.21 contains the first release of Waterwheel's new Yard Billing system, which contains a large number of new features.
Added option to exclude inactive jobs from bills.
Simplified history regeneration to ask the user only if the history file were older than the history log and the history log contained more than 10,000 records. Previously, the system asked about history regeneration every time a history window or report was invoked.
Sped up history reports by combining steps.
Streamlined the work order system by automatically updating relevant maintenance plans. Fixed several work order bugs.
Added add-on-fly support from name fields (job name, employee name, site name, vendor name). Previously, system would only add-on-fly from number fields.
Inserted warnings regarding the use of quote marks (' and "), which confuse the Tracker FIND system.
Changed install routine to automatically install all previously-uninstalled reports when user chose to retain old report formats (important because new versions of the Tracker, this one in particular, often contain new report templates).
7.118
Fixed bug that, under some circumstances, would incorrectly mark transaction records when edited or deleted.
7.117
A new option allows you to specify that the default site is automatically entered as the default 'location now' when checking items out to jobs and employees.
If you fill in the 'location now' field and the id you specify isn't at that location, the Tracker will offer to process the item. Previously, the system simply responded that the item wasn't at the specified location.
Added several features for warehouse-to-toolroom configurations. The warehouse sends tools and equipment to toolrooms at job sites. The toolrooms check tools out to employees on a daily basis. Normally, tools are returned the same day.
Added enhancements to stationary barcoding, e.g., function keys for the most common functions that can be printed as barcode labels.
Added error-detecting correcting code to the internal rebuild function, primarily designed to catch non-unique id errors, e.g., no default site record or default site record not flagged correctly.
7.116
Fixed several problems with non-unique transfers where the quantity ordered was greater than the quantity on hand, generally involving the subsidiary 'list of ids matching the current query' window.
7.115
Fixed radio buttons and text fields in the report setup window, which weren't mousable.
7.114
Edit windows automatically expand to fill available screen space.
System previously tied equipment classes to inventory manufacturers, model numbers, and model years. Made this functionality optional.
Added option to limit inventory description, manufacturer, model #, and size options by equipment class.
Modified the Quantity on Hand bar code report to indicate whether an inventory quantity had been changed or not. If changed, the report notes the previous quantity.
7.113
Default week and month breaks. Automatically calculates rates when inventory is added or edited if the item's rates are blank. Calculation based on the number of days in a standard week and month (e.g., 4 days for the standard week rate, 12 days for the standard month rate). Set in UTILITIES, OPTIONS, BILLING.
Repair history report FIND wasn't doing anything, i.e., report always included all repair transactions.
Added maximum rental / maximum rental percentage interactions in the check out window.
Disabled some history columns that were incorrectly allowing edits.
Inventory by Foreman (Supt, Project Manager, BY field) reports were calling for Tracker 6 fields that no longer exist in Tracker 7.
7.112
Bulk change feature added to most multi-column edit windows (click OTHER button). Generally allows one field to be changed at a time. Rate fields an exception: can change all standard rates by a percentage or change day/week/month rate and have other rates change the same percent.
If opened OTHER button then cancelled window, message appeared, 'Delete?' i.e., system thought DELETE had been chosen.
7.1l1
Simple FIND in transaction windows not working. Caused by 7.18 speed-up.
Barcode font didn't work with spaces. Changed barcode label program to insert proper code so space would be read and interpreted correctly.
Added transaction date, 'to' location number and name to EDIT OR ADD TO ORDER window popup list.
Fixed problem with numeric employee id's when used with user passwords.
Non-unique, non-returned items in billing system limited to a rate period of SALE.
7.110
Fixed problem with deleting unique recs from history: was incorrectly generating new inventory records.
Fixed problem if billed for a new inventory item that was entered then checked out on a previous date: system was assuming item had been checked out then back in as of original entry date.
Inventory descriptions in maintenance plans wrong length.
Added 2 new billing reports (one detail, one summary by job) that subtotal returnable and non-returnable items.
Fixed 2 problems in container editing.
7.19
Simple FIND in reports not working. Caused by 7.18 speed-up.
7.18
Replaced simple FIND filter with index and seek for speed. Filter limits grid to found items. Index and seek sorts by relevant field and goes to first match.
Use barcode to check in kits.
Couldn't create reusable queries or custom reports for descriptions.
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Copyright 2006 Waterwheel Software, Inc.
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