General Editing Screens

Modified Some of the functions under "Commands" that are less frequently used are now accessed with a Utilities button.

Clicking this button will display all the available functions on a screen as a sub-menu of commands.

Note: The Setup Check and Status Check functions on the FF&E Worksheet, Object and Specification screens are included in the functions that have been moved beneath Utilities.

Projects

New A new "Tax freight?" option has been added to the Project List screen's options for a project. If selected, any estimated tax amounts shown on the "Quote/Contract" formats will include tax on the estimated freight amount. This only applies to the Design module at this point, but will be extended to Purchasing in the near future.

Modified The Open button no longers appears when you are editing a project's setup entries on the Project screen. This was originally visible as a convenience, but could cause confusion if a new user believed that you had to "edit" a project in order open it. In multi-user systems, this could cause other users to appear to be locked out of the project if they also tried to "edit" it first. It also encouraged making changes to a project's setup and then not saving the changes (based on the assumption that "editing" mode was required to work on the project).

New You can still edit a project's setup information while the project is open. However, a reminder will appear if you then leave the project screen without saving your changes. Unsaved changes have occasionally caused unexpected results when reports were run.

Objects

New The Show report descriptions display option changes the list on this screen to preview how each object's description will look on reports (and other screens). The printed description is always controlled for each object by the "Use component #1 'Type/Product' in the worksheet and reports" field, but the Object List screen normally shows the "as entered" description for each object. When the "Show report description" option is checked, the Object List will display either the object's "Description" or the primary specification's "Type/Product" field, depending on whether the "Use component #1" checkbox is checked. Since this is the default setting for that field, most objects will be affected.

Note: Show report descriptions is a display option for the Object List screen to make it mimic how reports will print; it does not affect the FF&E Worksheet reports themselves, which always look at the "Use component #1..." setting for what to print as the object "description."

Some reports available under Print on the Object screen also have options to control this for review purposes.

FF&E Worksheet

Fixed When adding an object to a room or editing an existing occurrence, the label for the quantity field was not updating as you selected different objects (to show you the selected object's unit of measure when it was not "each").

Fixed Some reports were not replacing the object "Description" with the Specification's "Type/Product" text when they printed objects that 1) had more than one component specification and 2) had the "Use component #1 'Type/Product' in the worksheet and reports" option selected (which is the default). This bug depended on both the number of components and the report settings itself, but caused confusion about whether users needed to manually make the object and spec descriptions match:

Please note: If selected, the "Use component #1" option overrides the object "Description" on presentation reports. If you have been continually editing the object "Description" field to match the specification "Type/Product" field, there is no longer any need to do this, as reports now correctly print the "Type." On the other hand, un-check this option if you want the object description to print (typically, when the primary spec "Type" isn't generic enough to  describe the whole object).