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����� To:������������ Fuel Distribution System Users ����� From:������� RCC programming department ����� Date:�������� 3/17/08 ����� Subject:��� Release Notes for FDS version 8.00.0000 |
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FILES
that are expanded: History, Customer, Location, Driver, SWO, Sales & Cash
Receipts Batches, Outstanding Delivery Tickets, Setup Options, New �Credit�
file, New �Commissions� file. A/P History and Inventory Maintenance PROGRAMS
run on update:� Program to correct cylinder
history (misc credits and multiline posts) LANGUAGE:
New Synergy language version 9.1.3 NEW
OCX�s : hdc.ocx to avoid printer popup box for printing lists |
IMPORTANT:� These
release notes will no longer include information on patches that have been available
between version installs.� You will only
see enhancements and a few patch items in these release notes.� To see the patches that were available and
what version they are available in, see www.rccbi.com
and click on the �Latest patches for all versions� hyperlink that is available
on the �Patches� page of the web site.�
Patches prior to the release date above should be reviewed.
Due to the number of files converted on this release, a
backup prior to the release installed is imperative!!�� If there is a damaged file, the update could
delete those records.
FUEL DISTRIBUTION RELEASE:�
8.00.0000
1. Daily Work:
�
Meter
Inventory Transfer:� When
an entry includes a �meter inventory transfer�, clicking thru �change entries�
will no longer deduct the quantity twice from the inventory item.
v Batch Header: The
batch file has been expanded to include the �shift time� in order to track
hours to be posted to the driver file.
v Autopay Info from Daily Work:� The �Bank Autopay� info held in the Customer
file can now be updated on the �Autopay� popup in �Enter Sales� or �Enter Cash
Receipts�.� (In the past only credit card
info was allowed to use the checkbox �Update Cust CC Info�).
v User Tracking:� �Enter Sales� and �Enter Cash Receipts� will
change the �user� value if different user than the original user changes an
entry.� So the last user to touch a
transaction will be the user that is tracked.�
The user field will now also be displayed in History Inquiry on the
Running Balance, Sales/Payments and G/L tabs.
v Commissions:� New methods of calculating commissions are
now available in this release. There will now actually be a �commission� file
to hold the information. The CATCOx tables in Fuel Maintenance have been moved
to Setup Options Tables.�� Options will
now include a declining amount of commissions based on �start date� of
customer.
�
Cash
Receipts Autopay Batch:� When
in the Autopay popup in cash receipts, and clicking on the batch tab, it will
no longer create a new batch.
�
Negative
Sale with Discount:�
Will now work as �Misc Credits� does.�
A negative sale on a customer/location with a discount will credit the
whole amount of the sale not the discounted amount.
�
Spray
Fill Cylinders:�
Filling cylinders by the gallon can now have a minimum price used, but
have the actual gallons delivered then be removed from inventory.
2. History:�
v Odometer Readings:� The history file has been expanded to
now be able to capture time and odometer reading from the order header.
v Will Call History:� The calculated �percent at time of
fill� will now be posted to history for all Will Call deliveries.� IF a �total capacity� is not available the
system will use the default the calculation based on the safety % from line 2
of the WC table.�
v Notes:
�When inserting or adding any notes to
history it will now sequence from #9999 and sequence down.� This change will avoid a comm. error for
remote plus when a note is added on the same day as a sale or payment.�� Adding the notes in reverse sequence will also
assist in displaying notes in the correct sequence when there are multiple
notes added in one day.
�
Cylinder
History:� The
sales post has been change to handle multi-line (different category) posting of
cylinders.
3. Inquiry:�
v Expand/Collapse:� A new toggle button is available in the
history inquiry screen.� 
�and 
�are the new buttons available.� These toggle buttons allow users to expand
and collapse all + and � lines in the history inquiry lists.� A useful means for this is the ability to
search for any invoice # or inventory # or dollar amount by opening up ALL the
lines of inquiry to search every detail line.
v Oldest Note Date:� History Inquiry list will now allow
note dates to appear back to the date of 12/31/1899.
4. Customer/Location Maintenance:
v Location Descriptions:� Ten more location descriptions have
been added to the location file.� There
is now a hyperlink on the Location General tab (loc desc) to display extra loc
descriptions.
v Standing Purchase Order #:� A new field is available in the
Customer Maintenance screen.� In the
hyperlink for Fed/State ID Numbers is a field to hold a standing P.O. number
for a customer.� When a value is held in
these fields that number will then be defaulted into �Enter Sales� �order
number� field and/or default when a SWO is added.�� P.O. #�s can also be held on locations.� In order to use the fields for locations, the
�branch tab� configuration switch needs to be activated.� Call RCC Support if interested in this
function.
v �Cluster� locations:� A configuration switch has been added
to activate new logic to be able to �cluster� groups of locations together for
delivery purposes.� Once the switch has
been activated locations will be �clustered� if their route AND sequence
numbers are identical.� The sequence #
must be greater than 0.�� This new logic
would be useful if a customer has a few locations that may have different usage
and therefore come up for delivery at different times.� If the user wanted to catch all locations for
that customer at the same time, they could be �clustered� (given the same
route/seq number).� The FIRST location
coming up for delivery will cause the other locations to also come up for
delivery if they are �clustered�.� Also
if there is a whole group of customers that a user wishes to catch at the same
time, they could be clustered.� Again the
first location coming up for delivery will cause the other clustered locations
to also come up for delivery.� The
�clustered� locations will all carry the �priority� (Under/Over) of the first
location that came up for delivery.�
Locations that are �clustered� will appear on the location tab in a new
hyperlink on the �Route/Seq� field.� On
the delivery �approval� list screen, the �clustered� locations will appear in
the red dot on the �Route� field.
5. Budget/Non-Budget:�
v Non-Budgets:� Non-budget invoices will be held in its
own separate areas.� This is similar to
how the system has always handled Contract and Non-Contract invoices.� Invoices will all be flagged appropriately
also.� The �Apply Unapplied� function
also has an option to take budget AND non-budget credits and apply to
invoices.� Other than the �apply
unapplied invoices� function, the system will generally not mix payments
between budget and non-budget invoices on a single transactions.� A transaction to affect the different type of
invoices will need to be keyed separately in Cash Receipts.
6. Driver:�
v Hours: The
driver file has been expanded to now capture �hours� from the orders
posting.� It will actually hold the
values as �minutes� on the file, but will display in days/hours/mins.
7. Reports:
v Delivery History:� A �key� was added to the history file
so the delivery history report (sorted by efficiency) can now print accurate
information when customers have multiple deliveries in one day.
�
Note
Report: Will now be able to display all lines of a history note.
8.� Statements:�
v Maximum # of Lines:� The number of detail lines for any one
�free formed� statement has been expanded from 300 to 450 lines in the detail
area of the statement.�
v Statement Skip Correcting Entry:� If a misc credit or a negative sale is made
to correct an errant entry made during the CURRENT month, the sales post will
now look for a matching invoice (same invoice # and the total of the invoice
will be 0 after the post) and will flag both the original sale AND the
reversing entry to be �skipped� and will not appear on the statement.
9.� Service Work Orders:
v Multiple
Drivers:� The SWO/Manual Ticket Entry screen now has a �+�
hyperlink next to the driver�s name.�
This hyperlink field can be used to add two �drivers� to a SWO.� Both of these drivers can then be used on the
link to the company�s Outlook calendar, so that two service person�s calendars
can be updated with one SWO.
v Temp
SWO:� When creating a �Temp� service work order, the user can now select descriptions
for each of the phone numbers added to the SWO (and eventually to the customer
when added.)
v Outstanding:� The
SWO/Manual Ticket Entry screen has been revamped to now show the number of
outstanding deliveries (approved and unappoved) and outstanding swos for a
customer�s location.� In order to
accommodate these new fields on the screen, the old radio button for
SWO/Tkt/None has now been made into a Selection Window and moved up to the top
of the screen.� Users can still use an
�S� or a �D� in the Trans # field instead of using this field.
v Purchase
Order #:� A Purchase Order # has been added to the SWO screen.
IF there is a standing P.O. # in the customer or location file, that P.O. #
will default into the SWO screen.�� Users
can either accept the defaulted number or enter another P.O. number.� The P.O. number will then default into the
�Customer P.O #� field in �Enter Sales�.��
v Credit
Checks:� Fields have been added to hold information to be
supplied for credit checks.� There is a
new �Credit Check� tab in the SWO entry area for entry of the new
information.� Phase 2 of this new �credit
logic� will allow submission of this information to a credit bureau for a
�credit rating� on a customer.
10.� Delivery/Service Readings:
v Delivery
Address:� Will now appear in �loc� red dot information on the
Approval List.� Also loc desc will appear
as the first item in that red dot popup.
11. Free-formed
Invoice:
v Account
#: Two account numbers are available
to print on the free-form invoice � on totals tab.
v Branch
#:� A branch number field has been added to the totals tab.
12. Price
Maintenance:�
v Global
Price Change:� The �Price Code pick list� will now bring up the
list of price codes to be selected.
13. Equipment
Maintenance:
v Non-Compensated
Meters:� Tables have been added to be able to handle
non-compensated meters. MTRRGNxx tables and MTRCONST table can be setup to
define regions and constant factors to be used for non-compensated meters.�� Call RCC Support to assist with setup of the
special function.
14. Deleting
Customers, Remaining History:
v History
on Deleted Customers:� Now when deleting a customer, the history will still
remain, however, it will now be reassigned to a unique custid.� The new custid will start with a ~ so as to
appear at the bottom of the customer file.�
This change is made so that the deleted customer�s history will not
�reattach� to a new customer that happens to have the same custid as the
deleted customer.
TABLES:� All tables
have now been split apart into the modules own unique table files.� (Ex. Pmflusr for payroll tables, Glflumsr for
G/L, etc)
HANDHELDS:
v EZCount:� The upload
can now upload the beginning and ending odometer reading for the shift.
v Gaspac:� (Gasware)�
The upload can now pull in information
for odometer, totalizer, driver and truck number for the batch header.� A new setup option is available to be able to
send down �GPS Type� to Gaspac.
v Gaspac
Spray Fill:� RCC can now make use of the ability of Gaspac to be
able to allow users to fill a cylinder a few gallons but have a minimum number
of gallons default for billing purposes.�
The actual gallons delivered will be removed from the inventory module.
v F-rams:� The
configuration tables for users to control F-rams have been moved from nmtables
to �fuel� tables.
PAYROLL:
v Payroll
Tables: The company number has been split
apart from the table name and reformatted to allow 4 digit company numbers. IF
the company id is left blank, it will assume the table is to control ALL
companies in the database.� The Federal
and State tables now hold a �year� value.�
This lays the groundwork for users to be able to download tables from an
RCC web service in the future. IF the new tables are not yet in place, a
warning message will be given to the users that the old year tables will be
used.
v Benefit
Options:� Four benefit plans can now be handled.� Each benefit table that is setup will add a
benefit tab in the employee maintenance area with an �active� check box on each
tab to activate the benefit for that employee.
v Deductions:� Companies can
now have more than 9 scheduled and more than 9 other deductions.� Each employee can still have up to 9
deductions, but they can now each have different scheduled or other deductions.� Selection windows are now available on the
employee maintenance tabs to allow user to set up each employee uniquely for
deductions.� Once there are values in
either QTY or YTD buckets, the selection window will no longer allow a
different deduction for that line.� There
are now display checkboxes on the scheduled deductions tab and will display as
checked if the deduction has tax withholding privileges.�
v Other
Pay:�� Similar to the info above for deductions, other pays have also been
expanded to allow a company to setup 99 different types, and allow each
employee to use their own set of 9 different other pays, unique to each
employee. The new Other Pay tables can now also be used to have each other pay
affect its own G/L account.
v Multi-Company
Tables:� IF the company id is equal to 0, that table is then
used for every company in that payroll database.� Now asterisks can be used as wild cards for
multi-branch sites, so that each branch�s G/L number can be used for payroll
and not have to setup a series of tables for each company in the database.
v Safe
Harbor:�
New tables can be setup to allow the payroll module to handle a �Safe
Harbor� benefit plan.� The Safe Harbor
plan can handle two different levels and differing percentages to match and
defer for each employee or as a company.�
v HSA:� An HSA
(Health Savings Plan) can now be handled in the payroll module.
v Employee
Maintenance:� Three of the �Totals� tabs in employee maintenance
are now combined into one tab.� Once on
that tab there are three new tabs across the bottom to find all the totals.
v Time
Ticket Entry:� Fast keys (ctrl S, ctrl W, ctrl X, etc) are now
usable in this screen. The screen will now default to �add� mode, which means
when the �save� occurs the screen will clear and be ready for the next entry.
v Manual
Check/Check #:� If ALL checks keyed into manual check entry all have
check numbers already assigned to them, the system will NOT force users to
perform the �Print Checks� function.
v $ACHCTRL
table:� If no value is assigned to line 5 of the table, it
will now default to diskette instead of FTP.�
When generating diskette (file) there is now a file path available so
the user can tell the system where to put the file created for direct deposit
instead of only a drive letter being available.
v Indiana
Loc2 Withholding: Will now only
allow values of 0,1,2 or 99 in the number of withholding dependents. (This
field is used to determine if the employee is a resident or non-resident of the
Local 1 field)
�
Adding Employee:� The following
selections windows will now default the value shown in the selection window
when adding a new employee:� EIC code,
Married/Single Code, Benefit Code.
GENERAL LEDGER:
v G/L
Activity Report:� The �Missing Entries� line will now appear near the
subtotal for a period instead of at the beginning of the entries for the period
and will be included in the �entries total�.�
v Purge
Master/Journal Files: General
Ledger > File Maintenance > General now has a menu option for G/L
Purge.� Old year master file accounts can
be deleted, specific year journal entries can be deleted.� When selecting a year, the program will
delete all accounts or entries for that year AND older.
v G/L
Year End:�
A new option has been added that will allow users to avoid all of the
closing steps for a G/L year end.� IF the
data is setup using the �Asset/Liability/Income/Expense� flags instead of the
older �Debit/Credit� flags the system will default to use the one-step
close.� There is a utility program
available to move G/L data to the new flags from the old �debit/credit�
flags.� Call RCC Support for assistance.
It is also suggested that only one closing step number (Retained Earnings) is
used however there is another check box available to allow multiple �close to�
account numbers setup in the data.�
Normally only income/expense accounts close, however IF a user wants to
close some asset accounts to another asset accounts, or some liability accounts
to a different liability acct (short term to long term), there is an option
available in setup options to �Allow closing accounts� on A/L/Eq accounts.��� Even for those users that are NOT using the
�one step close� the menu for G/L year end has changed.� Instead of the multiple step menu, there is
now only one menu item and the screen will now have the available option to
close out G/L using the multi-step process.�
�
New Year G/L Account:� If the system
has already added the �new year� G/L accounts and a user makes a change (ex. changes
closing account #) to the �current year� G/L account, the program will now also
make the change to the new year account (ex. change the closing account #).
ACCOUNTS PAYABLE:
�
Open Invoice Report:� The �Pay
Invoices� menu now reads �Open Invoice Report� instead of �List Open Invoices�.
v Hold/Release
Invoice:� If using multiple checking accounts, a selection
window has been added to the Hold/Release Invoice list so the checking account
can be changed.� This new logic will NOT
be available for prepaid or for checks that were printed immediately.�
v History
Report:� This report now has a category pick list to be able
to pick non-sequential categories to be generated for the history report.
INVENTORY:
v Remote
Sensor:� If setup in inventory, and on Westroc (Other1
field), a company storage tank can now send updates to the inventory module in
RCC.� It will display date of the last
sensor update and the percent in the tank at that time.
UNIVERSAL:
�
Email Printing:� When using
two email printers at a time, the second email printer will no longer clear the
info from the first, avoiding an error.
v GA
Zip Codes: New range of zipcodes has been
added for the state of Geogia. (39800-39899)
v Passwords:� A one letter
identifier for the lowest password that the system is looking for.� Ex. when the system is requiring the �low
level� password, the password prompt box will now display �Password L�, the
Administrator password will display �Password A� and the encrypted password
will now display �Password E�.
v Form
Maintenance:� A new form is available to control the device
�upload� document that prints when uploading from devices.� The form FD UPLOAD can be used to control
dedicated printer, carbon copy, etc. on the upload.
SYNERGY LANGUAGE:
v Printer
Functionality:� With this release of Synergy we receive full
�Windows� printer functionality.� Some of
the most notable changes that users will enjoy will be encountered when print
previewing documents.� With this version,
once a document is previewed, a user can now go to the options at the top of
the preview screen and select �File > Print�.� Once making that selection a printer popup
box will appear.� This will then allow
users options.� Users can now select a
different printer.� Users can now select
WHICH pages to print in a multipage document, along with number of copies and
other printer preferences setup.�
Bullets
reference:
v
Denotes an item that is enhancement to the
RCC system.
- Denotes an item
that is a 'fix' from a prior release.