Move Administer Version 1306 Released
Move Administer version 0.0.0.1306 is officially released today.
History of Changes (1300 to 1306)
Move Administer
Quotations
ADDITION: Costing column has been added to the Event Browse of the Event Diary, which unfortunately means any customisation of the browse will be lost and will need to be setup again – apologies for the inconvenience
Storage
FIX: When accepting the Storage element of a Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked
Accounts
ADDITION: The VAT Rate Adjustments is now called VAT/IPT Rate Adjustments and handles the forthcoming IPT increase as well at the VAT increase on January 4th, 2011
CHANGE: Wording change to the Direct Debit Guarantee on all Direct Debit Instructions
Reports
ADDITION: The Day Book Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Day Book Report (Reports -> Accounting -> Day Book) now shows Corporate transactions depending on the above setting
ADDITION: The Payments Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Payments Report (Reports -> Accounting -> Payments) now shows Corporate transactions depending on the above setting
Options
ADDITION: You can now set the default product type to be used when entering new Enquires (Tools -> Options -> Defaults -> System -> Enquiry tab)
ADDITION: You can now choose to turn off matching customers when entering new prospect addresses (Tools -> Options -> Defaults -> System -> Prospecting tab)
ADDITION: You can now choose to print 21 Identity Labels to a page, albeit without a barcode (Tools -> Options -> Defaults -> System -> Identity Labels tab)
CHANGE: Default Quotation Sales Codes have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Quotation tab)
CHANGE: Default Payment Terms have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Payment Terms tab)
CHANGE: Free Text Payment Term has moved from the Payment Terms tab to the Balance tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
ADDITION: You can now set the number of working days in advance to collect payment by Direct Debit on the Bank tab of the Trading Company
REMOVED: Payment Terms tab from the Accounting Defaults Wizard
REMOVED: Quotation tab from the Accounting Defaults Wizard
Other
ADDITION: Material and Equipment Destination is now included when importing surveys from Survey Administer
ADDITION: Archive Storage has been added to the Actions menu of the Customer form
ADDITION: Archive Storage has been added to the Reports menu
NOTE: Big changes to the Inventory side, please read the Survey Administer section below
Technical
TABLES: Trader, SystemDefaults, Trader, InventoryMaterial, InventoryEquipment
Additional Modules
Self Storage Administer
FIX: When accepting a Self Storage Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked
Survey Administer
NOTE: Big change to the inventory as you now have a Destination option on the Inventory Browse itself which allows you to predefine the destination of the highlighted Item/Material/Equipment being added. If you choose to Increase the quantity of an Item/Material/Equipment already with a quantity and destination then should the destination chosen on the Browse be different the selected Item/Material/Equipment is copied to a new Item/Material/Equipment but to the chosen destination. If you choose to Open or Decrease the quantity of an Item/Material/Equipment then the highlighted Item/Material/Equipment is Opened/Decreased. What this allows is one inventory of items regardless of the destination of the item
ADDITION: Destination options added to the bottom left of the Inventory Browse
ADDITION: Destination field added to the Material Form
ADDITION: Destination field added to the Equipment Form
CHANGE: Inventory Items report now only shows the Materials and Equipment for the chosen destination
ADDITION: Material Requirements report now asks for the destination
ADDITION: Equipment Requirements report now asks for the destination
ADDITION: Material and Equipment Destination is now included when exporting surveys to Move Administer
Technical
TABLES: InventoryMaterial, InventoryEquipment
Move Administer Version 1300 Released
Move Administer version 0.0.0.1300 is officially released today.
History of Changes (1287 to 1300)
Move Administer
Enquiries
FIX: Email headers and footer images are working again now on Internet and Baggage Enquiry Emails
Appointments
ADDITION: Origin Property column has been added to the Appointment Diary browse, which unfortunately means any customisation of the browse will be lost and will need setting again – apologies for the inconvenience
CHANGE: Should an appointment have a status of Cancelled or Postponed the Time From, Time To and Status columns will show in red
Quotations
CHANGE: When importing an enquiry into a quotation, if the appointment found is older than 2 weeks, in the future or not confirmed then it is ignored and the last enquiry for the customer is used and not therefore the enquiry linked to the appointment
ADDITION: When importing Survey Notes into the Instructions within the Event Wizard you now have the option to import the Included and Excluded Options
Accounts
ADDITION: VAT Rate Adjustments has returned to the Tools menu ready for the January 4th VAT rate change
Reports
ADDITION: Added Nett figures to the Enquiry Source Statistics report (Reports -> Removals -> Enquiry Source Statistics), however these are only for the quoted nett for all products except Storage and Self Storage and do not include Additional Services
ADDITION: You can now choose to print the Planning details from the Quotation on the Inventory of Items, if a Quotation has been linked to the Inventory
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items
Options
ADDITION: You can now set the default value of Survey Required for Customer Enquiries on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
ADDITION: You can now set the default value of Overrule Nett for Quotations on the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removals)
Other
ADDITION: You can now import addresses from a generic CSV (comma separated variables) file into the Prospect Database from the Actions menu of the Prospect Browse. The layout of the file must be SALUTATION, STREET1, STREET2, STREET3, TOWN, COUNTY, POSTALCODE
CHANGE: When deleting a Repository Document before the physical file is removed from your hard disk it will check to see if it’s references by another Customer/Corporate and if so it will not delete the physical file
ADDITION: Planning dates are now imported from Survey Administer
ADDITION: A new security door that grants/denies access to setting Credit Limits on Customers and Corporates
Technical
TABLES: RemovalDefaults, SystemDefaults, CustomerAttachment, CorporateAttachment
Additional Modules
Survey Administer
ADDITION: There is now a Planning tab that allows you to provide dates applicable to the removal
ADDITION: Planning dates are now exported to Move Administer
ADDITION: You can now choose to print the Planning details from the Survey on the Inventory of Items
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items
Technical
TABLES: SurveyAdminister
moveme Sales Leads
Another script has been developed to import sales leads, this time for moveme.
The script (due in the next release of Move Administer) will import the ‘Request Quotes’ sales lead from Outlook as an Internet Enquiry at the press of a button.
If you’re a user of Move Administer and receive sales leads from moveme then please contact us in order to enable this feature for you.
Move Administer Version 1287 Released
Move Administer version 0.0.0.1287 is officially released today.
History of Changes (1260 to 1287)
Move Administer
Enquiries
FIX: When converting an Internet Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Internet Enquiry
ADDITION: You can now change the Trading Company of an Internet Enquiry from the Actions menu of the Internet Enquiries Browse
ADDITION: There is now a Convert button on the Internet Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Quotations
ADDITION: On the Miscellaneous tab of Inland/Hourly/Commercial/European/International Quotation Wizards you can now choose whether to print the volume, distance and mode on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard for Inland/Hourly/Commercial Quotations you can now choose whether to print the volume and/or estimated number of containers on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard you can now choose whether to print the volume and/or estimated number of containers on the quotation
Storage
ADDITION: A Notepad tab has been added to the Storage Wizards
Options
ADDITION: On the General tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now supply the two default telephone numbers to display when opening newly entered Customers, Internet Enquiries and Baggage Enquiries
ADDITION: On the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now select whether to print the volume, distance and mode on quotations for all new removal quotes
ADDITION: On the Quotation tab of the Storage Defaults Wizard (Tools -> Options -> Defaults -> Storage) you can now select whether to print the volume and estimated number of containers on quotations for all new storage quotes
Other
FIX: It seems that even if you chose not to be shown Follow-up Reminders the system would still look for them, therefore using unnecessary network resources. This has consequently now stopped altogether
FIX: It seems that if you chose to check for Follow-up Reminders at a set interval then that interval was ignored and Follow-ups were checked every single second, therefore using unnecessary network resources. This has consequently now been fixed
ADDITION: For those running multiple trading companies, when mass printing Crewsheets, Waybills or Questionnaires from the Event Diary you can now select a single trading company to print for, leaving this blank will print for all trading companies
ADDITION: We have setup a script to read website sales leads received by email from UK Removal (http://uk-removal.co.uk) out of Microsoft Outlook and into Move Administer as an Internet Enquiry (Tools -> Import Outlook Enquiry) – Please contact us if you require this feature (Thanks to Alexanders for their assistance with this)
ADDITION: We have setup a script to read website sales leads received by email from the BAR’s website out of Microsoft Outlook and into Move Administer (Tools -> Import Outlook Enquiry). The ‘Contact a remover’ emails are converted to an Internet Enquiry and the ‘Quick Estimate’ and ‘Advanced Estimate’ emails are converted to Customer Enquiries – Please contact us if you require this feature (Thanks to Sullys for their assistance with this)
ADDITION: New security doors added that allow user access to inserting and/or opening invoices/credits/receipts/refunds
Technical
TABLES: SystemDefaults, Storage, RemovalDefaults, StorageDefaults, Quotation, QuotationStorage
Additional Modules
Self Storage Administer
ADDITION: A Notepad tab has been added to the Self Storage Wizards
Shipping Administer Lite
ADDITION: The Shipping tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now set whether the Estimated Pickup Date of a European and International Consignment is a required field, meaning that if it is then the Consignment can only be saved if the Estimated Pickup Date has a value in it
FIX: When converting a Baggage Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Baggage Enquiry
ADDITION: When accepting a Trade Quotation you now have a choice on the Acceptance form to automatically generate a European or International Quotation using the information contained in the Trade Quotation
ADDITION: You can now change the Trading Company of a Baggage Enquiry from the Actions menu of the Baggage Enquiries Browse
ADDITION: There is now a Convert button on the Baggage Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Technical
TABLES: RemovalDefaults, SurveyAdminister, SelfStorage
BAR Internet Sales Leads
We have now created scripts to enable Move Administer to import internet sales leads from emails received from the BAR (British Association of Removers) website.
The scripts can import the Contact a Remover Enquiry into an Internet Enquiry and the Quick Estimate and Advanced Estimate into a Customer Enquiry at the press of a button.
If you’re a user of Move Administer and use the internet sales leads feature on the BAR’s website then please contact us in order to enable this feature for you.
UK Removal Internet Sales Leads
Importing email enquiries into Move Administer as a Customer, Internet Enquiry or *Baggage Enquiry (*Shipping Administer users only) directly from Microsoft Outlook is a feature that has been around for a few months now and is successfully used by several of our customers saving hours of unnecessary retyping of information.
Now we’ve created a script that can read the email sent by none other than UK Removal, a lead generating website. UK Removal supplies quality sales leads in real time, and you can receive your first 5 sales leads free of charge. You can easily track the results of their service and you only pay for valid sales leads. There are no fixed cost, no set-up cost, no subscription cost and the service can be stopped at any time.
If you require this template on your Move Administer then please contact us.
Archive Administer Developments
We thought we’d provide a little information and screenshots regarding Archive Administer which is currently under development.
Archive Administer will be available in 2 forms, as an additional module to Move Administer and as a separate standalone system, ideal for those starting out in Records Management. Archive Administer is designed to address the management of collection, delivery, destruction and storage of archive items and contents if necessary.
Archive Administer allows quick entry of archive data via user friendly wizards. When entering items, Archive Administer records the storage medium (archive box/x-ray/tube/magnetic media/etc), category (sales/purchases/payroll/etc), destruction review date (which can be calculated), the location (including warehouse if multiple warehouses are used) and position of the item within your storage facility, toegther with a note of the item (and it’s contents) and searchable keywords.
A great feature of Archive Administer is the ability to change items (and contents) on mass via user friendly wizards, ideal for when a bulk if items are moved from one storage location to another for example!
MD to attend ClarionLive Devcon 2010!
Managing Director, Colin Wynn, is to attend the forthcoming ClarionLive Devcon 2010, the two and a half day Clarion Community driven conference with SoftVelocity experts and seasoned Clarion developers – sharing knowledge beyond ClarionLive webinars on varying topics on Clarion 7, Clarion.Net, SQL, Best Practices and much more.
ClarionLive Devcon 2010 is being held from October 28th to 31st at the beautiful Inverness Hotel & Conference Center in Denver, Colorado.
“I’m looking forward to meeting acquaintances of old and seeing the power of Clarion 7 and Clarion.Net unleashed. Clarion 6 has served us well since the formation of Administer Software, however times change and it’s always good to see what’s on the horizon” says Colin.
Move Administer Version 1260 Released
Move Administer version 0.0.0.1260 is officially released today.
History of Changes (1250 to 1260)
Move Administer
Enquiries
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Internet Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Internet Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Sheet
CHANGE: The Internet Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
ADDITION: You can now date & time stamp the Items To Move/Notes on the Customer Wizard
Appointments
ADDITION: Tentative Date, Tentative Month and Tentative Period columns have been added to the appointments browse of the Appointments Diary
Storage
FIX: Invoice Description is no longer set when raising advance storage invoices unless the option is checked in Storage Defaults (Tools -> Options -> Defaults -> Storage)
Accounts
CHANGE: Hidden payments no longer display as previous payments on the Payment window.
ADDITION: When exporting to Sage, the Audit is now allocated an export number during the export, making it an ideal way to show which records were part of each export
ADDITION: The Export to Sage Audit browse now display an Export Number column
ADDITION: The Query Audit browse now displays an Export Number column
CHANGE: Due to a change in Sage 2010, the export files created are now all lowercase
Options
ADDITION: The Counter tab of the Trading Company Defaults Wizard (Tools -> Options -> Defaults -> Trading Companies) now shows the last archive invoice/credit number issued, the last archive docket number issued and the last audit export number issued
Other
CHANGE: Name fields have been increased in size from 60 to 100 characters, resulting in the increase of various fields such as Forename, Surname, Contact, and therefore major data file changes – This will sadly result in you losing any customisation to a lot of browses
CHANGE: The way in which names are split into Title, Forename and Surname has changed and become more intelligent. Now if you enter Mr C Smith & Miss P Jones the Title will be set to Mr, Forename will be set to C and Surname will be set to Smith & Miss P Jones, so to locate this customer in the future you search upon the first surname entered and not the last
FIX: When opening a Customer or Corporate from a follow-up the Trading Company now displays correctly
Technical
TABLES: InsuranceDefaults, Quotation, AgentContact, Audit, ContainerHistory, CorporateAccount, CorporateContact, Customer, CustomerAccount, CustomerLocation, Internet, Payment, Prospect, SelfStorageAccess, SSEC::User, SystemDefaults, Trader, Worksheet
Additional Modules
Shipping Administer Lite
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Baggage Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Baggage Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Sheet
CHANGE: The Baggage Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
Shipping Administer Pro
FIX: The Assign button is now disabled if the highlighted Manifest has no Consignments
Technical
TABLES: ArchiveDocket, Baggage, Consignment, CrateDocket, Manifest, SelfStorageAccess, SurveyAdminister, UnitHistory
MD to attend Web Development Workshop
Managing Director, Colin Wynn, is to attend a 2 day intensive course on building web applications using Clarion and NetTalk on October 7th & 8th at the De Vere New Place in Southampton.
Here Colin will learn how to extend our applications to the web, adding value to our customers, wherever they may be!
The workshop is hosted by CapeSoft of Cape Town, South Africa, a long time supplier of 3rd party Clarion addons, many of which are used in our applications today.