Move Administer Version 1229 Released

Move Administer version 0.0.0.1229 is officially released today.

History of Changes (1217 to 1229)

Move Administer

Appointments
ADDITION: You can now print the ‘Notice To The Right To Cancel’ from the Actions menu of the Appointment Form

Storage
FIX: Containers allocated in bays now show the warehouse information correctly
FIX: You can now allocate containers to bays again

Accounts
CHANGE: The VAT Adjustments option on the Tools menu is now set for the forthcoming VAT rate changes on January 1st

Other
ADDITION: Added ‘User Guide’ menu option to the Help menu of Move Administer and User Administer
ADDITION: Added ‘Update History’ menu option to the Help menu of Move Administer and User Administer
CHANGE: The File menu options have been moved around slightly
CHANGE: All executables are now digitally signed to improve User Access Control

Technical
TABLES: Licensee

Additional Modules

Crate Administer
ADDITION: You can now import the quantity on hire when creating a collection

Self Storage Administer
ADDITION: On the Files menu there is now an option to see Unit Availability which shows your available units, and occupied should you tick the occupied checkbox. You can also choose to display the units for a certain description, floor or both. Any unit shown in green is available, while red means it’s occupied

Shipping Administer
CHANGE: Shipping Administer has been split into Shipping Administer Lite and Shipping Administer Pro, therefore anyone previously with Shipping Administer will now have Shipping Administer Pro, and any change, addition or fix to Shipping Administer Lite will also be in Shipping Administer Pro, however not the other way around

Move Administer Version 1217 Released

Move Administer version 0.0.0.1217 is officially released today.

History of Changes (1177 to 1217)

Move Administer

Customer
ADDITION: You can now copy a Corporate Customer into a Non-Corporate Customer from the Actions menu of the Corporate Customer Browse and Customer Browse

Enquiries
ADDITION: You can now create Customer Enquiries by importing your website enquiry form emails from Outlook, once we have created a template for you (Tools -> Import Outlook Enquiry)
ADDITION: You can now create Internet Enquiries by importing your website enquiry form emails from Outlook, once we have created a template for you (Tools -> Import Outlook Enquiry)

Quotations
ADDITION: Purchase column has been added to the Material Requirements browse
CHANGE: The Time Onsite From field on the Resource Tab of the Event Wizard can now be cleared and therefore not show a time

Storage
CHANGE: Storage Invoice Run Criteria window is now in the form of a Wizard
ADDITION: The Storage Invoice Run Criteria Wizard now offers you the opportunity to process the Uninvoiced Storage, Aged Debtors and Storage Accruals reports prior to processing the invoice run

Accounts
ADDITION: On the Miscellaneous tab of an Invoice/Credit you can now provide a description of the invoice, which then displays on the Customer & Corporate Activity Browses
ADDITION: On the General tab of the Customer Account Default Options Wizard you can choose to print the invoice/credit descriptions on Customer Statements
ADDITION: On the General tab of the Corporate Account Default Options Wizard you can choose to print the invoice/credit descriptions on Corporate Statements
ADDITION: Customer & Corporate Statements can now print the invoice/credit descriptions
FIX: Fixed spurious error with payment terms not selecting the correct term if the payment term code is entered in rather than selected
ADDITION: The Corporate Activity Browse now shows invoice/credit descriptions
ADDITION: The Customer Activity Browse now shows invoice/credit descriptions
ADDITION: The Corporate Allocation Browse now shows invoice/credit descriptions
ADDITION: The Customer Allocation Browse now shows invoice/credit descriptions
ADDITION: The Corporate Audit Browse now shows invoice/credit descriptions
ADDITION: The Customer Audit Browse now shows invoice/credit descriptions
ADDITION: When printing a Full Audit Report you can now specify a date range for the activity

Correspondence
FIX: When emailing a statement from a Corporate Customer it now generates the statement for the Corporate rather than the Corporate Customer

Reports
ADDITION: Material Usage report will show the materials used and required for the given date range, and is based on the materials added to events only

Options
CHANGE: Options menu has been reorganised
ADDITION: On the Enquiry tab of the System Defaults Wizard you can now set the enquiry source to use when copying a Corporate Customer to a Non-Corporate Customer
ADDITION: On the Enquiry tab of the System Defaults Wizard you can now set the name of the Outlook folder to import enquiries from and move enquiries to once imported
ADDITION: On the General tab of the Storage Defaults Wizard you can now set to have the storage start date defaulting to today when you create a new Storage job
ADDITION: On the General tab of the Account Defaults Wizard you can now set to print the invoice/credit description on Corporate & Customer Activity
ADDITION: You can now provide a Returnable Purchase Rate, Non Returnable Purchase Rate and a Sale Rate for Materials on the Material Form (Tools -> Options -> Removals -> Costing -> Materials -> Open)
ADDITION: Returnable Purchase, Non Returnable Purchase and Sale Rate columns have been added to the Material Browse (Tools -> Options -> Removals -> Costing -> Materials)

Other
CHANGE: You can no longer add a County from the Check Address Window if your user access doesn’t allow the addition of new Counties
CHANGE: You can no longer add a Country from the Check Address Window if your user access doesn’t allow the addition of new Countries
CHANGE: The Tools menu has been redesigned slightly to fit new forthcoming menu options
REMOVED: You can no longer open the Agent from the Quotation Claims Browse
ADDITION: Invoice Description column has been added to the Query Invoices Browse
ADDITION: Invoice Description column has been added to the Select Invoice Browses used when linking Invoices to Corporate/Customer Correspondence

Technical
TABLES: Licensee, SystemDefaults, StorageDefaults, Invoice, AccountingDefaults, CustomerAccount, CorporateAccount, Material

Additional Modules

Self Storage Administer
CHANGE: The Self Storage Invoice Run Criteria window is now in the form of a Wizard
ADDITION: The Self Storage Invoice Run Criteria Wizard now offers you the opportunity to process the Uninvoiced Self Storage, Aged Debtors and Self Storage Accruals reports prior to processing the invoice run
ADDITION: On the General tab of the Self Storage Defaults Wizard you can now set to have the self storage start date defaulting to today when you create a new Self Storage job
FIX: Opening a Self Storage job from the Event Diary now opens the Self Storage job and not a spurious Storage job

Shipping Administer
CHANGE: You can no longer add new Countries from the Manifest Wizard if your user access doesn’t allow the addition of new Countries
CHANGE: You can no longer add new Ports from the International Consignment Wizard if your user access doesn’t allow the addition of new Ports
ADDITION: You can now create Baggage Enquiries by importing your website enquiry form emails from Outlook, once we have created a template for you (Tools -> Import Outlook Enquiry)
FIX: When rejecting a quotation with Marine Insurance the Insurance is no longer positive values, which previously made the total of the credit not less than the total of the invoice

Technical
TABLES: CrateOption, SelfStorageDefaults

Move Administer Version 1177 Released

Move Administer version 0.0.0.1177 is officially released today.

History of Changes (1158 to 1177)

Move Administer

Quotations
ADDITION: You can now enter a date on the General tab of the Quotation Wizard of when the questionnaire was sent to a Customer, but only for Accepted Inland / Hourly / Commercial / European / International Quotations
ADDITION: When emailing or printing a questionnaire the Questionnaire date on the Quotation is automatically updated to today’s date
ADDITION: You can now surcharge Cheque payments

Storage
FIX: Invoices created from the storage invoice run where the Storage job uses the Free Text Payment Term now print the actual payment term rather than nothing at all
REMOVED: You can no longer create or delete a Container Inspection from the Actions menu of the Storage Wizard
CHANGE: Container Inspection is now Access Container
ADDITION: You can now Insert, Open and Delete Container Activity (Access only) from the Container History tab of the Storage Wizard
ADDITION: Map Warehouse Bay button has been added to the Storage Wizard toolbar
ADDITION: You can now automatically surcharge Cheque payments

Accounts
FIX: You can no longer save an Ad-hoc Invoice/Credit with a total of zero
ADDITION: You can now have product specific Purchase Orders, which are available on the Purchase Orders tab of the Corporate Account Default Options Wizard and Customer Account Default Options Wizard
ADDITION: Payment Date is now an option on the Bank tab of the Corporate Account Default Options Wizard and Customer Account Default Options Wizard
ADDITION: You can now export Direct Debits to a format compatible with Debit Finance Collections plc (www.debitfinance.co.uk), which can be found on the Actions menu of the Corporate and Customer browses

Correspondence
FIX: When importing an email template into Internet Enquiries Correspondence the subject is only imported if checked within the email template
CHANGE: The PDF tab on Corporate / Customer / Internet Enquiry / Baggage Enquiry Email Correspondence windows has been renamed to Attachments
ADDITION: You can now attach ANY file to a Corporate / Customer / Internet Enquiry / Baggage Enquiry Email
ADDITION: You can now attach a Corporate Repository Document to a Corporate Email
ADDITION: You can now attach a Customer Repository Document to a Customer Email
ADDITION: You can now view any file attached to a Corporate / Customer / Internet Enquiry / Baggage Enquiry Email

Reports
ADDITION: Container Activity report now shows the names and time of visitors for access to a container

Options
ADDITION: You can now set different default levels of cover (Limited/Standard/Extended) for each product on the Cover tab of the Insurance Defaults Wizard (Tools -> Options -> Defaults -> Insurance)
CHANGE: The Attachments tab of the System Defaults Wizard has been renamed Repository (Tools -> Options -> Defaults -> System)
ADDITION: You can now enter a surcharge amount and sales code for Cheques on the Surcharge tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)

Other
CHANGE: When matching prospect postal codes for new enquiries and quotations the system now searches through any matches to check that a matching street doesn’t already exist
ADDITION: A ‘Free of Charge’ option has now been added to Worksheet Status
CHANGE: The Events tab on the Event Diary has been renamed Removal Events
CHANGE: The Containers tab on the Event Diary has been renamed Storage Containers
CHANGE: The Event Diary now shows the calendar buttons in bold when the Storage Containers tab is active if occupied container activity exists, regardless of whether Occupied is checked or unchecked
CHANGE: Corporate and Customer Attachments has been renamed Repository Documents

Technical
TABLES: InsuranceDefaults, Trader, Worksheet, CustomerAccount, CorporateAccount, ContainerHistory, Quotation, CustomerPDF, CorporatePDF, InternetPDF, AccountingDefaults, Storage

Additional Modules

Self Storage Administer
ADDITION: Self Storage Unit History is now shown on the Event Diary, just like the Storage Container History
FIX: Starting a storage for 12 months in advance invoicing at least a full month now invoices correctly
ADDITION: Unit Activity report now shows the names and time of visitors for access to a unit
ADDITION: You can now Insert, Open and Delete Unit Activity (Access only) from the Unit History tab of the Self Storage Wizard
ADDITION: You can now automatically surcharge Cheque payments
ADDITION: Added Size column to the Query Unit Occupants browse
ADDITION: You can now browse all Occupied Units for Corporate Customers as a whole
ADDITION: You can now browse all Unit History for Corporate Customers as a whole

Shipping Administer
CHANGE: The Trade Quotations report now totals the quotations, the cubic feet, cubic metres and charges for each trading company.
FIX: When importing an email template into Baggage Enquiries Correspondence the subject is only imported if checked within the email template
ADDITION: Added DOB and Passport Number to the Consignee section of the Bill of Ladings
ADDITION: You can now state whether there is no Destination Agent on the Destination tab of an International Consignment
CHANGE: An International Export Bill of Lading with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
CHANGE: An International Export Certificate of Shipment with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
CHANGE: An International Export Pre-Alert with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
CHANGE: An International Export Shipment Status with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation

Technical
TABLES: SelfStorageDefaults, UnitHistory, Consignment, BaggagePDF, SelfStorage

Move Administer Version 1158 Released

Move Administer version 0.0.0.1158 is officially released today.

History of Changes (1154 to 1158)

Move Administer

Enquiries
CHANGE: When converting an Internet Enquiry to a Customer Enquiry the creator, date and time of the customer enquiry is now set to the creator, date and time of the internet enquiry, however this can be changed on the Customer Wizard

Storage
CHANGE: The Container listbox on the Storage browse for Customers and Corporates now updates to show Container changes when a Storage job is increased, decreased or has been ended

Other
FIX: Exporting Claims using the Export Wizard now exports the claim details field correctly for each claim
FIX: Exporting Complaints using the Export Wizard now exports the complaint and resolution fields correctly for each complaint
FIX: Exporting Incidents using the Export Wizard now exports the incident and resolution fields correctly for each incident
FIX: Archiving Customers has been tightened up which results in more customers becoming archived due to lack of activity (Tools -> Archive Customers)
CHANGE: When emailing Questionnaires generated by Move Administer the line that states “questionnaire below and return this letter in the prepaid envelope provided.” will automatically change to “questionnaire below and return this letter to us.”

Reports
CHANGE: All reports now print the trading name in the header, where applicable

Additional Modules

Self Storage Administer
CHANGE: The Unit listbox on the Self Storage browse for Customers and Corporates now updates to show Unit changes when a Self Storage job is increased, decreased or has been ended

Shipping Administer
CHANGE: When converting a Baggage Enquiry to a Customer Enquiry the creator, date and time of the customer enquiry is now set to the creator, date and time of the internet enquiry, however this can be changed on the Customer Wizard

Move Administer Version 1148 Released

Move Administer version 0.0.0.1148 is officially released today.

History of Changes (1133 to 1148)

Move Administer

Storage
FIX: Small anomaly in finding compound storage jobs to be invoiced
ADDITION: When browsing Storage jobs for a Customer or Corporate, a second browse is now available displaying the occupied containers for the highlighted storage job
ADDITION: Uninvoiced Storage report is now available (Reports -> Storage -> Uninvoiced Storage)
ADDITION: A warning now appears if you enter a new Storage job that has missed previous Storage invoice runs

Reports
FIX: Some reports had no security on them

Options
ADDITION: When browsing Containers (Tools -> Options -> Storage -> Containers) a second browse is now available displaying the occupants for the highlighted container

Other
FIX: Worksheets can now be created for different trading companies again rather than just the main trading company set in the defaults
ADDITION: When browsing Storage jobs for Query (Tools -> Query -> Storage -> Storage), a second browse is now available displaying the occupied containers for the highlighted storage job
ADDITION: When browsing Containers for Query (Tools -> Query -> Storage -> Containers), a second browse is now available displaying the occupants for the highlighted container
ADDITION: Export Wizard has been added to the Claims register browse
ADDITION: Export Wizard has been added to the Complaints register browse
ADDITION: Export Wizard has been added to the Incident register browse
ADDITION: New security doors added

Additional Modules

Self Storage Administer
ADDITION: When browsing Units (Tools -> Options -> Self Storage -> Units) a second browse is now available displaying the occupants for the highlighted unit
ADDITION: When browsing Self Storage jobs for a Customer or Corporate, a second browse is now available displaying the occupied units for the highlighted self storage job
ADDITION: When browsing Self Storage jobs for Query (Tools -> Query -> Self Storage -> Self Storage), a second browse is now available displaying the occupied containers for the highlighted self storage job
ADDITION: When browsing Units for Query (Tools -> Query -> Self Storage -> Units), a second browse is now available displaying the occupants for the highlighted unit
ADDITION: Self Storage Accruals report is now available (Reports -> Accounting -> Self Storage Accruals)
ADDITION: Uninvoiced Self Storage report is now available (Reports -> Self Storage -> Uninvoiced Self Storage)
ADDITION: A warning now appears if you enter a new Self Storage job that has missed previous Self Storage invoice runs

Shipping Administer
ADDITION: On the Files menu there is a new option labelled ‘Shipments’, than when selected opens a new window that displays 8 browses across 2 tabs that are driven by the date locator in the top left of the window. The Departure tab shows, from left to right, top to bottom, Manifests with an estimated port departure date of the locator date, Manifests with an actual port departure date of the locator date, Consignments with an estimated port departure date of the locator date and Consignments with an actual departure date of the locator date. The Arrival tab shows, from left to right, top to bottom, Manifests with an estimated port arrival date of the locator date, Manifests with an actual port arrival date of the locator date, Consignments with an estimated port arrival date of the locator date and Consignments with an actual port arrival date of the locator date. Please note: The Consignment browses can show Manifested Consignments if the checkbox in the bottom left corner of the window is checked
ADDITION: Trade Quotations report is now available (Reports -> Removals -> Trade Quotations)
CHANGE: Manifest Status has been renamed Status Request on Action menus and Manifest Status Request upon the report
ADDITION: You can now print a Status Request for a Consignment from the Consignment browses and from within the Manifest wizard

Technical
TABLES: Consignment, Manifest

Move Administer Version 1133 Released

Move Administer version 0.0.0.1133 is officially released today.

History of Changes (1127 to 1133)

Move Administer

Enquiries
FIX: The Internet Enquiries browse is now shown in name order by default

Appointments
CHANGE: If the calendar on the Appointment Diary shows today’s date then this is now highlighted with > and < either side of the date
ADDITION: Any calendar date shown in red on the Appointment Diary means that the chosen surveyor is showing in the Diary Notes as having a block on the appointments for that date
ADDITION: You can now produce ‘Notice to the right to cancel’ forms from the Actions menu of the Appointments Diary, either individually or on mass for all appointments for the chosen surveyor on the chosen date
FIX: Printing Service Specification forms on mass with multiple trading companies now works again

Quotations
ADDITION: Print Identity Labels have been added to the Actions menu and Print toolbar button of all Query Quotation browses

Accounts
FIX: When opening an invoice/credit the tax rate no longer jumps to the new tax rate for the chosen tax code, although when it did this the amount of tax charged didn’t change ?

Reports
CHANGE: The Enquiry Register report now shows all quotations raised for each enquiry where the quotation is created after the enquiry has been taken, rather than just linked quotations
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Internet Enquiries by Creator report
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Internet Enquiries by Source report
ADDITION: The Internet Enquiries by Creator report now shows the quantity for each status together with a conversion rate
ADDITION: The Internet Enquiries by Source report now shows the quantity for each status together with a conversion rate

Options
FIX: Items with a destination of Not To Move are no longer included in sub and grand totals of quantity, volume or valuation on the Inventory Report, unless the Inventory Report is specifically listing items with a destination of Not To Move
CHANGE: The PDF tab on the Trading Companies Wizard (Tools -> Options -> Defaults -> Trading Companies -> Open) has now been changed to Stationery
ADDITION: Two new fields are available on the Stationery tab of the Trading Companies Wizard that allow you to enter the name of the person to return ‘Notice to the right to cancel’ forms to, together with an email address, both of which get printed on the ‘Notice’ should they exist
ADDITION: A new ‘TLS authentication’ checkbox has been added to the Email tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) and when checked allows for TLS (Transport Layer Security) connections and authentication when sending emails, ideal when using GoogleMail email accounts

Other
CHANGE: If the calendar on the Event Diary shows today’s date then this is now highlighted with > and < either side of the date
ADDITION: A 2009 seasonal planner is now available for import from the Actions menu of the Seasonal Variances browse (Tools -> Options -> Removals -> Costing -> Seasonal Variances)

Technical
TABLES: DiaryNotes, Trader, SystemDefaults

Additional Modules

Self Storage Administer
FIX: When charging liability based on the value of the goods the rate is no longer divided by 7 before it works out the daily rate based on the monthly charge! – Apologies

Shipping Administer
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Baggage Enquiries by Creator report
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Baggage Enquiries by Source report
ADDITION: The Baggage Enquiries by Creator report now shows the quantity for each status together with a conversion rate
ADDITION: The Baggage Enquiries by Source report now shows the quantity for each status together with a conversion rate
ADDITION: Print Identity Labels has been added to the Action menu and Print toolbar button of Query European Consignment and Query International Consignment browses
ADDITION: Print Identity Labels has been added to the Actions menu and Print toolbar button of Manifest Wizard
ADDITION: Print Manifest Status has been added to the Actions menu and Print toolbar button of the Manifest browse, although it will only appear if the highlighted manifest is an export
FIX: The Baggage Enquiries browse is now shown in name order by default
FIX: The locator on the Manifest browse is now set to incremental rather than step by default