General

Vista / Windows 7 compatible.

Redesigned screen lists so that queries operate properly on any related table (e.g., you can now create an FF&E Worksheet query on codes assigned to any specification in an object or a vendor’s city, with all matching objects returned in the result).

General changes related to major redesign of the purchasing module.

Added new shortcuts for saving changes on an editing form: Pressing Ctrl-Enter (hold [Ctrl] down while you press the [Enter] key) will immediately save your data as if you clicked the Save button. Pressing Ctrl-PgDn will do the same, move to the next record in the list and put you in "edit" mode for that record.

The User Manual has been merged into a complete Help System that can be updated more easily. As before, Help is available by pressing [F1] at any point in the program.

Vendors

Added “Obsolete” flag that eliminates vendors marked with the flag from any pick lists for new items (obsolete vendors continue to appear in projects and reports where they are already used).

Library

Added a “prototype” checkbox that identifies a library item as a prototype. A prototype spec can be any spec pre-loaded with notes, testing requirements or specific descriptive lines (like “Repeat:” or “Lamp shade:” for importing when a spec is created. When you import a spec, you can now limit the display of possible library specs to only prototypes.

Added a “Use for placeholder specs” option that lets you identify a particular prototype with a particular spec group (the first alphabetic characters of a spec's Spec ID). This enables the creation of new specs that automatically include boilerplate text. Also, see “Objects” below.

FF&E Worksheet

New shortcuts: Added “double-click to edit” functionality to the area, room, object and component specs shown in the FF&E Summary area. To use, double-click on the item in the Summary. Saving or canceling your changes will take you back to the Worksheet. Be sure to note the new shortcuts for saving changes mentioned above.

You can now instantly edit the entry for the circled items by double-clicking them.  The system takes you back to the Worksheet when done.

Added “Setup Check” function that builds a special query to identify various potential problems like missing quantities, objects with no components, components with zero quantities or specs with the “TBD” vendor. In addition, items with potential problems are highlighted in red at all times. Since this is a query, any report can be printed with the list it produces.

Added detection of ordered items when using "Delete" or “Edit” (Design/Purchasing version)

Objects

Added “double-click to edit” functionality to the specs shown in the object Component List. To use, double-click on the component spec in the list. Saving or canceling your changes will take you back to the Objects screen.

Double-clicking on the highlighted object component will display the Spec Screen in editing mode and then return you to the Object Screen when you save the changes.

Added prototype option to “placeholder” specs that automatically imports a library prototype when the tag group prefix matches a library prototype. This can be used to prefill a new object’s placeholder specs with boilerplate for that spec types used in the object.

Synchronizing Spec IDs and Tags: Changing the object Tag will now prompt you to confirm if you want to change the matching Spec ID (if any) when you save the object. Note: The logic of how specs are used prevents this from working in the reverse direction, so always change the Tag first.

Added “Setup Check” function that builds a special query to identify various potential problems like missing quantities, objects with no components, components with zero quantities or specs with the “TBD” vendor. In addition, items with potential problems are highlighted in red at all times. Since this is a query, any report can be printed with the list it produces.

Added “Object Usage Report” that lists each object and where it was used (and highlights those that have not been used) for use as a proof report prior to issuing documents.

Added detection of ordered items when using "Delete" (Purchasing system)

Specifications

Importing: Selecting the “Library” as a source now has an option to show only prototype specs.

Added “Spec Usage Report” that lists each spec, the objects in which it was used and the rooms in which the object was used (and highlights both objects and specs that have not been used) for use as a proof report prior to issuing documents.

Orders

Redesign of all Orders module screens to eliminate "tabbed" interface and display more data at one time.

Major overhaul of the purchase order data structure to allow better processing and tracking of changes to orders-in-process.

Added Revision Notes system to track changes to issued orders with automatic user- and date-stamped notations that create an audit trail of changes to the vendor-related portions of orders, augmented by optional manual notes by the user.

Expanded and improved Process command to handle the processing of more complex documents and situations.

Added new item editing buttons that streamline typical changes that might be made to an existing order's items while helping to maintain a stronger audit trail.

Items

Includes Revision notes system as noted above. Added access control to item fields that respond to shipping, invoicing and check request status to control how changes that affect these processes are made.

Expediting

Added more detailed financial status fields, status note fields.

Invoices

Expanded screen layout, reports.

Check Requests

Expanded screen layout, reports.