General

For project-related reports, added capability of assigning a “revision date” at print time and optionally saving the date to the project as an update to the overall project status.

The Query tool now includes “not empty” as a possible condition to use on text and date fields.

Vendors

Added “Supplier” flag to mark vendors that can also be used as suppliers or distributors of other vendor’s products in ordering reports and functions (also see reference in “Specifications” below).

Rooms

Fixed: Specs imported as part of importing a room were retaining their original tax and purchasing fee % values instead of using those of the current project.

FF&E Worksheet

Illustration sheets handle portrait vs. landscape images better (existing images may not show improvement unless the spec is edited and saved again).

Added new "Materials Reference" report to display images of materials and the objects in which they are used in a grid style layout. By default, the report includes specifications that have been marked as “Materials” (on the Specifications List screen) and which include an image, but report options allow other ways of selecting specifications for the report.

Objects

Component quantities are easier to enter as “0” when the quantity is not known yet (the system still warns you about this, and the Setup Check function will highlight these if left at 0).

Fixed: Specs imported as part of importing an object were retaining their original tax and purchasing fee % values instead of using those of the current project.

Specifications

Spec form: Added initial Spec Status display, submittal status fields, and “revision group” field to allow printing revised reports based on user-defined revision codes, added internal note for specifications.

Added “Supplier” and “Supplier Item #” fields to allow products from any vendor (manufacturer) to be ordered from another vendor (as a supplier or distributor). This affects both the Design/Purchasing system and the Design system’s “Ordering Worksheet” report types.

Modified layout of cost and price calculations to move “Additional Options” amount to an “Adjustments” calculator along with the vendor discount.

Added "Material?" flag to allow specs to be marked for Materials Reference report. Marking specifications as “materials” is the easiest way to include them on the report.

FF&E Worksheet

Order command: Modified conversion of FF&E to orders so that product specifications assigned to "supplier" vendors would be added to orders to the supplier instead of the primary vendor (manufacturer), with the manufacturer and model number (if applicable) embedded in the item descriptions.

Orders

Processing / Printing orders: Standardized use of the "Authorized by" field on the order setup and added ability to override when printing a revised order without losing original authorizer.

"Purchasing List" report: Revised format and added option to print multi-column section of order notes.

Revised order export utility to make it more flexible.

Processing

Enter Vendor Final Invoices: Modified to allow precalculation of reconciliation amounts based on entering a single PO number.