|
To: Fuel
Distribution System Users From: RCC
programming department Date: 01/10/06 Subject: Release
Notes for FDS version 7.22.0000 |
IMPORTANT: Users coming up from 7.21.01 need to also
read the updated pages in 7.19.0300 release notes for items that were patched
both in 7.19.0300 and in 7.22.0000.
FUEL
DISTRIBUTION RELEASE: 7.22.0000
1 Delivery, Service,
·
Delivery
Ticket: The standard ticket will once again print last
delivery date on the ticket.
v
Locked In
Pricing: When keying a
manual ticket the user can ‘lock in’ a price for that delivery. If a price is ‘locked in’ for a delivery and
the customer has a contract, the contract will not be used as the ‘locked in’
price will be used. This ‘locked in’
price is saved on the outstanding delivery ticket, and can be viewed on the
outstanding dlv screen. The low level
security password will open the field to allow user to remove the locked in
price if no longer needed.
v
Contract
Price: If and active
contract is available the contract price can now be seen in the manual ticket
entry screen. (At the present time it
will not verify if there is a dedicated category on contract)
·
Status
Hyperlink: Will now
rebuild all the selection window data that is held in this hyperlink so that it
displays the info just as it is held on the customer file. It was not always displaying the same info.
·
Price on
Tickets: Using new
‘locked in price’ logic was not always printing the ‘locked in price’ on the
delivery tkts. A locked in price will
now trump other prices and print on the ticket regardless of the hidden switches,
except when ‘print code’ is the switch, then it will not print price, only
code.
·
Tax Class on
Report/Tkt: The tax class
that appears on the delivery prep report and the delivery tickets will now
follow the RCC hierarchy. Ex. If there
is a tax class on the category THAT will be the tax class that appears on the
reports and the delivery tickets.
·
‘Under’: The delivery report was printing
‘under’ when the estimated delivery date was ‘equal’ to the ‘from’ date. It will now only print ‘under’ if it is LESS
than the ‘from’ date.
·
Fill Calendar
Multiple Tickets: If ‘Multiple
tickets’ is checked, multiple Fill by Calendar deliveries will now print if
there are multiple tickets due within the date range selected.
·
Ticket not
allowed: This message
would appear if there was no delivery date on a customer and would not let user
check the box to be approved. It will
now be allowed.
v
Search by
Delivery Address: A hyperlink field has been added to the Manual
Delivery/Service Entry screen to allow users to search for customers by
‘Delivery Address’ in this screen.
2. Inquiry:
·
Unapproved
Deliveries: Upon first
entering the General tab the system was not always displaying the count of
‘unapproved dlvs’ until after the user had been on the location tab. Repaired.
·
Record Lock: For a short
time, RCC patches caused inquiry to record lock with other screens. Fixed
v
Aging
Date: The date in Aged and Open inquiry
screens will now default to today’s date instead of defaulting to the last day
of the current month.
3. Dunning Letters:
·
Unapplied
Credit: The system
will now assume that an unapplied credit could be applied to the oldest invoice
and therefore not send a dunning letter if the credit is large enough to pay
the invoice.
4. Daily Work:
·
Print Invoices
in Cash Receipts: There has
always been logic to avoid printing an invoice for one that has already been
printed. From now on, if the user clicks
‘print immediately’ it will ignore this logic and print the invoice again, even
if it has already been printed.
·
Adding Notes
in Sales: The system
will no longer wait until the end of the sale to verify that the user has
entered a note code. It will now warn
users right away. Clicking in certain areas
while trying to enter an unlimited note, could cause the user to get a locked
screen. This area has been tightened to
avoid these lockups.
·
Cash
Receipts: The ‘Bank
Remaining’ column will now be allowed to scroll. This will allow users to change their default
screen fonts to size 9 and 6 again to allow a large screen view.
·
Record
Lock: The new equipment/location
capacity logic was causing a record lock for multiple users in ‘Enter Sales’
even though their transactions had nothing in common. Repaired.
·
Inventory
Description: When changing
a sale to NF from the default sale type, the system was hanging onto the
inventory description. This will no
longer occur.
v
Limit 1 Extra
Fee: A switch has been added to tell
the system that the sale/upload will only allow one extra fee per
delivery. If this switch is on, and
there are multiple detail lines per invoice that would usually attach extra
fees, the system will still only charge one per invoice.
·
Extra Fee on
Cylinder Exchanges: When an extra
fee is used on a cylinder transfer the system was incorrectly updating the
cylinder count on the customer file at post time. Fixed.
·
Deleted
Transaction/Change Entry: After deleting
a detail line and then bring up the transaction again to view, it displayed
other transactions in the list. This
will no longer occur.
·
Inventory
Required: When using the
new checkbox on category for ‘inv req’d’ and clicking a ‘Next’ in ‘Enter
Sales’, was locking the user in a loop requiring an inv # on a blank detail
line. Repaired.
·
Deposits
Posting to G/L: When posting
to G/L in ‘summary’ mode (default) and the post includes customer deposits, it
was posting the wrong dollar amount to the deposit g/l account. Fixed.
·
Cash Receipts
Post to G/L: Will now
display the correct credit card g/l account on posting reports.
·
Cash
Receipts: A few unique
scenarios caused display issues on the cash receipts screen when the system
tried to calculate amount paid on each detail line with multiple cash receipts
entries for one customer. Fixed.
·
Cash Receipts/Credit
Card Entry: The system
will now longer lose track of the ‘pay method’ when going back to a transaction
previously put in cash receipts as a credit card. This only occurred if the
‘auto pay’ pop up box was not used when reviewing.
·
Cash
Receipts/Manual Credit Card: Cash Receipts
will no longer require the user to select a ‘pay method’ of ‘credit card’ when
they are setup to manually process credit cards and not process them thru
Reliafund. It will also no longer force
a credit card name/address.
·
Cash
Receipts/G/L Info: The ‘G/L Info’
hyperlink has been disabled when there is a custid on the screen in cash
receipts.
v
Discount Line
on Invoices: A switch has
been added to allow a discount line to appear on invoices. This switch will only apply to RCC standard
invoices. Call RCC to implement.
v
Use Ticket
Printed Date for Date of Pricing: Another switch
was added to lock in the date of the ticket printed as the date that the system
should look at for pricing when keying in the sale.
·
Change
Entries: If using the
logic to verify a ticket number used in ‘Enter Sales’ is an accurate ticket
number for that cust/loc, change entries will no longer verify this info and
will allow a change.
·
Extra Fee Tax
Class: Because of
special tax exempt logic, when the location tax class is non-taxable AND the
extra fee category tax class is non-taxable the system was using the location
tax class for extra fees. It will now
use the extra fee tax class from the category.
·
Commissions: A commission will no longer be given to
the driver on a sale when using ‘C’ for Customer Salesperson or ‘L’ for
Location Driver in CATCO table even if there is no salesperson on the customer
file or no driver on the location file.
·
Record
Lock: If two consecutive customers have
no equipment on file, this caused a lock. Fixed.
·
·
Empty G/L Post
Date: If the GLPDDT table was setup to
not allow any dates outside of the current g/l date, the system was allowing
users to click around on the post screen and get by without keying in a g/l
post date. This will no longer occur.
·
Meter Sequence
Numbers: Meter
5.
Statements:
v
Laser
Statement: The
old laser statement # 33 was changed to 0 in update to 7.20.00, it will now be
moved to statement #90 in the table.
This is done to be sure all features of the old statement # 33 are
preserved. IF the user wishes to use the
new program to allow total customization of a laser statement the table will
then need to be set to statement #0.
Call RCC Support for assistance with this feature.
·
·
v
Wright Imaging
Solutions: An alternative
to Express Bill, RCC will now also interface with this company for outsourcing
statements. The only difference is that
RCC will no longer ‘lowercase’ the login and password info. It will leave it as entered in setup options.
v
No Statement
if Invoice is over xx days: A new switch
has been added to tell the system to print a statement for a customer only IF
they have invoices with a balance over xx number of days. The intent is that customers with current
balances would not get have a statement printed.
6. Finance Charges:
v
Print
Option: A checkbox has
been added to the screen as an option to choose NOT to print customers on the
list that have no finance charge. This
is under the low level security password so it is not inadvertently
checked. Caution should be used if
choosing not to print some customers on this report. This new check box will NOT control exempt
customers, they will always appear.
7. Daily Finance Charges:
·
Inquiry: Changes have been made in inquiry to
assist with customer values when using the Daily Finance Charge function in
RCC. The ‘Pending’ field has been
hyperlinked to display a breakdown of daily finance charges pending. The customer balance at the top of the
history screen will now match the balance on the other inquiry screens as it
pertains to daily FC.
·
Cash
Receipts: When using
daily FC, the system will now handle it much better in cash receipts.
·
Current
Date: The calculation will now be based
on current date instead of last day of the month. This will give a more accurate daily finance
charges amount,
·
Customer
Maintenance: The system will no longer ask the user to ‘save’ changes in
Customer Maintenance when using daily finance charges.
8. Inactive Customer:
v
Report & Change
Status: Enhancements
have been made to this function. The
report will now print totals. If making
customers inactive with this function the system will now require and end code
and end date.
9. Delivery Charts:
·
Error: Clicking on delivery charts for a short
time after 7.21.01 caused program error.
Fixed.
·
Change
Location Type: When changing the
location type and clicking on delivery chart it caused an error to appear. The logic in this area has been changed to
allow this to occur without error.
10.
Apply Unapplied Invoices:
·
Contract
Balance: When checking
the box ‘apply expired contract credits’ the system could under the right
parameters credit a contract invoice on a non-contract customers. Repaired.
11. Reports:
·
Customer
Comments/Notes: When using
note type and custid pick range the report returned no values. This has been repaired.
v
Delivery
Analysis/Quality of Fit: An option has
been added to the Delivery Analysis Report for users to be able to see how well
customer’s delivery pattern is projecting.
A column has been added to display the ‘Quality of Fit’. A ‘Quality of Fit’ value of 1.00 would be
perfect. The closer the value is to
1.00, the better. This report will allow
users to spot locations that may have a problem with their delivery scheduling
or with their history.
v
Customer
List/Labels: Letters can
now be generated in this area. User can
create a .txt file that will merge selected fields into the document. A tab has been added to this menu selection
that allows the user to input a file path for the .txt file to be used as a
source document. The merge fields that
can be used are listed in RCC Help. In
the Index look for ‘Letter Control Codes’ for a listing of the codes. The added benefit of generating letters in this
area is the ability of the system to add a note to the history file for each
customer that receives a document, as long as a ‘note code’ is input on the
screen. If a special note, with a unique
description is to be inserted, users can add a new code in the Code Maintenance
area that can then be used for the note code.
12.
Customer/Location Maintenance:
v
Loc Type
Change: When changing
a ‘Fill Calendar’ location to a different location type, the system will now
notify the user and then delete the Fill Calendar tickets that are waiting for
approval.
·
Multiple Price
Displays: On a single
location, when using multiple categories, multiple price codes and multiple
variances the price was not always displaying properly. They will now display correctly.
PAYROLL:
·
Update Vac/Sick Pay: New logic that was added for the system automatically updating vac/sick hours
was causing a problem with the older means up manually updating vac/sick hrs.
Fixed.
·
W-2’s: When using multiple local taxes, it will now print the amounts for local
1, or local 2 or BOTH on the W-2s if there was withholding in either of the
local fields.
·
Bank File: If processing a payroll ACH file on diskette the file will no longer have
a digit ‘2’ preceding the federal id number.
(this is required for Reliafund processing).
ACCOUNTS PAYABLE:
v Print Check
Immediately: A check number field has been added to the totals page so that if
printing a check right away, the user can assign a specific check number to be
used. The system will default the ‘next
check #’ in the field, but allow the user to override if printing immediately.
·
History Inquiry: An
inadvertent extra line could appear as the last line on the screen. Fixed.
·
Change Entries: The blue arrow buttons are now available in the tool bar in ‘Change’
mode.
·
Multi Page Check: Alignment has been improved when cutting a check with so many detail
lines that it takes more than one check to list all of the invoices being paid.
·
Hold/Release Invoice:
When making a change to an invoice it will no longer
take the cursor back up to the top of the list, EXCEPT when the user ‘splits’
an invoice. Because lines need to be
added to the screen when splitting an invoice, it needs to redo the list.
·
Void Check
v Inquiry/Check
Acct & Void: Both the ‘Open’ and the ‘History’ tab of Inquiry will now display the
checking account used when a check was cut. The ‘History’ tab in Detail will
now display if check was voided.
v Receiving
Purchase Order: When receiving a P.O. in Purchase Maintenance, the system will now let
you add a detail line.
GENERAL LEDGER:
v Inquiry: The beginning and ending balance on the G/L Activity Tab will now
calculate better regardless of choosing ‘posted’, ‘unposted’ or ‘both’.
HANDHELDS/DEVICES:
·
Mobltec: The upload was not handling extra fees
appropriately. Extra fees were also not pulling correctly when there were
multiple deliveries in one stop. RCC was also sending down wrong phone # info
when using alternate address info. Customers
that were over their credit limit were going down to Mobltec as a zero credit
allowance. These have now been repaired.
v
Mobltec: Several enhancements have been made to
the interface between RCC & Mobltec.
RCC will now send down commission (cents/qty only at this time), amount
of credit available to be used for a customer, preset gallons to prevent driver
from exceeding requested number of gallons and also guaranteed contract pricing
can now be sent down.
·
Fram: The upload and strip off have been
repaired to handle left justification of location #. This will allow the correct location # to be
used instead of defaulting to location 0.
Changes were also made with the interface to handle contract price,
display type of delivery (FD, DD, etc), display last delivery date and all
characters of a 10 digit phone number. When
downloading to Fram the system was trying to supply route/seq into a route
field and was rounding the values. This
will no longer occur.
·
All Handhelds:
For
a short time, a tank check upload caused an inaccurate amount to post to the
‘autopay’ file (used for credit card/bank transactions). Repaired.
A similar problem occurred when a ‘locked in’ price was used with the
‘locked in’ price carrying to next customer. Repaired also.
v
All
Handhelds: The switch to
allow only one extra fee per delivery will now also apply to uploads.
v
EZCount: RCC can now send down two contract
prices. The upload will now also read
the discount amount from EZCount. If a
driver overrides the contract and uses the location price instead, a switch has
been added to tell the upload program that a sale that has been overridden can
use the location price instead of contract price. IF there is no ‘pre-buy’ qty supplied by
EZCount the upload will assume THAT delivery is to be non-contract. RCC will now send ‘statement balance’ to
EZCount. The statement balance does NOT
include a credit on a contract as part of customer’s balance. RCC will now send down more information in 14
character ‘delivery type’ field. Now
sent down will be 2 character delivery type (DD, FD, etc), the 2 digit runcode
and the letter BUD if customer is a budget customer. The interface between RCC and EZCount will now
handle GPS download and GPS upload. RCC
can now send GPS coordinates down to EZCount for pinpointing customers. It also now has the ability to bring
information up into RCC on the upload and update RCC’s location file with the
new coordinates when the post occurs.
·
EZCount: When sending down budget balance, RCC
will now pad the field with 0’s for readability. The download for budget balance will also now
only be the ‘budget balance’ and will not add in the budget payment amount when
calculating budget balance for EZCount.
On the Upload from EZCount into RCC for cylinder exchanges, the correct
field will now be pulled for cylinder information. It will now use ‘net volume delivered’. The strip off for EZCount will now ignore
name suffixes, i.e. Jr.. Sr, etc. when creating the ‘last name’ to send to
EZCount.
WEB
INQUIRY/CHECK SCANNING (MAGTEK):
v
Scanning
Checks: Using a Magtek
scanner will now allow users to scan checks thru RCC’s Web Inquiry. This allows users at a remote site to scan a
check into their RCC Web site. This will
create an entry into the bank file to be processed so that a cash receipt entry
is generated when the file is processed.
Scanning of the checks allows the image to be captured and sent to
Reliafund for processing. IF
ArchiveXpress is available the images can be saved there also. A checkbox field has also been added to the
customer file on the ‘Bank Info’ tab for the user to tell the system if the
checks to be scanned for the customer are to be business checks. Call RCC Support for more info.
MAPPING:
v Multi-Company
GPS: To
allow mapping for multiple companies in one database, the ‘Setup Options’ area
for ‘Universal, Company GPS’ has been expanded to recognize multiple GPS
coordinates that look at this new field instead of at the CNAMxx tables. IF values are keyed into the new area the
system will now map the appropriate company based on the customer runcodes for
mapping directions from Company to customer.
v MapPoint
2002: The new
MapPoint registered in version 7.21 was not compatible with Mappoint 2002. A change has been made so it is now
compatible with that version and higher.
·
Open Maps: Using the new GPS logic, the system would not open a second map. Fixed.
BANK RECONCILIATION:
v Bank
Reconciliation: For startup purposes, a field has been added to the Bank Reconciliation
screen to allow users to ‘Add’ checks that are not currently in the
reconciliation file, as they were entered in an older version of RCC that did
not yet have check reconciliation. The
user can add the un-reconciled checks and using the low level security
password, open the ‘Reconcile’ check box, to tell the system the added checks
are not yet reconciled. When using this
feature the g/l number for the cash account should be used to create a ‘wash’
in the system when the old checks are added.
v Bank
Reconciliation Deposits:
Cash Receipts and Sales Posts will now send deposit information to the
bank reconciliation file. The system
will use the G/L post date and will summarize all deposits for one g/l post
date when first looking at the bank reconciliation records. There is a + sign available in the
reconciliation list so that a user can click on the + sign and see each batch
that was posted for that day. If the
user checks some records under a day’s post it will NOT check the main record
for reconciliation. If the main record
is checked the system will automatically check each batch under the main as
‘reconciled’.
v Reconciliation
Report: A
reconciliation date will now display on the report.
INVENTORY:
v Inventory
Detail List: When sorting by Sort Code or Location the
report will now print subtotal info.
v
Serial #
Return: The system
will now allow an inventory item with a cost method of ‘serial number’ to be
returned through the system. In Fuel
Distribution it can be returned as a negative sale or through misc
credits. In Accounts Payable, a return
can be accomplished in purchase maintenance or through misc debits.
·
Inventory
Adjustments/Cost: Inventory
adjustments could cause inventory cost to be affected incorrectly. A whole has been plugged in this area to keep
that from happening any longer.
REMOTE PLUS/COMMUNICATIONS:
v G/L Year
End/Delete Entries: This function has been cleaned up for communicating datasets.
v Communications
Balance Checks: The order of what occurs on a comm has been changed to avoid errant ‘out
of balance’ messages between two sides that are in balance. Balance checks will now take place AFTER any
transfers in any files are run in the comm.
v Inventory
Transfer Report: Quantity and Cost totals have been
added to the report.
·
Corp Month End. Running the Fuel Month End will no longer err out on ‘FTB not setup
error’.
MSTR DATABASES:
v Maintenance
Mode: A
selection of ‘Multi’ (the function that tells ‘mstr’ changes to flow down to
each branch) will NOT flow down to the branches, at the branch level this
selection field will NOT change when a change is made in the ‘mstr’
database.
MULTI-BRANCH/CORP A/P:
v Create Contra
Account Entries: New Tables and logic have been added to allow the system to generate
balance sheets for individual branches when using A/P in a corporate database
that can only use one main corporate cash account and one main corporate
Account Payable account in G/L. This new
logic will allow the system to make offsetting entries to branch numbers so the
branch can stay in balance. Prior to
this release the entry would be made to a branch expense account (ex. 01.701)
and a corp A/P account (ex. 99.200).
Since the branch has only 01 accounts, entries such as this would cause
the branch to be out of balance. New
logic allows the system to still made the entry to the branch expense account
but also make a branch entry to a contra account (ex. 01.999). It would also make an entry for corp to hit a
contra account (99.999) and still make the credit entry to the corp A/P Account
(99.200). New A/P tables (CONTRA) will
need to setup to use this logic. The new
table info is in RCC Help.
DATA ENTRY LISTS:
v Daily Work in
A/P, G/L, & Payroll; Setup Options, Location, Eqmt Transfer: The newer
data entry lists in the above areas have been improved. With this release if the user types data into
a field and presses ‘enter’ or ‘tab’ it will automatically take the user to the
next field. The ‘enter’ will not have to
be pressed twice to exit a data entry field.
Bullets
reference:
v
Denotes an item that is enhancement to the RCC system.
- Denotes an item that is a 'fix'
from a prior release.