Move Administer Version 1116 Released
Move Administer version 0.0.0.1116 is officially released today.
History of Changes (1109 to 1116)
Move Administer
Quotations
FIX: Invoice Date is now cleared when copying a quotation
FIX: Printed Date is now cleared when copying a quotation
Accounts
FIX: When emailing an invoice & statement the Statement Date for the Customer/Corporate is now updated
CHANGE: The Card tab on the Customer Account Default Options Wizard has now been renamed Primary Card, and all fields now have ‘Primary’ in their tooltips
ADDITION: A new Secondary Card tab is now available on the Customer Account Default Options Wizard
Correspondence
ADDITION: New tokens available to cater for the changes in the Trader and CustomerAccount tables
CHANGE: When emailing a quotation, should there not be enough room to print the included and/or excluded options then rather than warn you of this and then just continue you now get the choice to abort the production of the quotation which in turn will cancel the sending of the email
Reports
CHANGE: Surveyor Conversion Statistics now has the option to exclude corporate and zero value quotations
CHANGE: Trader Conversion Statistics now has the option to exclude corporate and zero value quotations
CHANGE: Surveyor Service Conversion Statistics now has the option to exclude corporate and zero value quotations
CHANGE: Trader Service Conversion Statistics now has the option to exclude corporate and zero value quotations
Options
ADDITION: On the general tab of the Trading Company Wizard you can now provide Business (1), Business (2) and Fax telephone numbers
Other
ADDITION: Follow-up reminders now has an option to display future follow-ups
Technical
TABLES: Trader, CustomerAccount
Additional Modules
Shipping Administer
ADDITION: On the Transit tab of the International Consignment Wizard there is now a checkbox to turn on/off the automatic assignment of the Consignment to a Manifest
CHANGE: Consignments are now only automatically assigned to a Manifest if the above checkbox is ticked
ADDITION: New report that lists uncontainerised international groupage consignments
Technical
TABLES: Consignment
Move Administer Version 1109 Released
Move Administer version 0.0.0.1109 is officially released today.
History of Changes (1092 to 1109)
Move Administer
Quotations
ADDITION: You can now create Events for accepted Quotations!
ADDITION: When raising an invoice for the Accepted Quotation the invoice date is now stored within the Quotation and is display on the General tab of all Quotation Wizards
Storage
CHANGE: Compound storage invoices now display Purchase Order References for each customer being invoice
Accounts
CHANGE: When producing compound storage invoices the invoice detail will change to read ‘to end of storage on’ when the storage job has ended
Reports
CHANGE: The Aged Debtors report now allows you to choose the type of activity, therefore allowing you to just list your outstanding removals for example
CHANGE: The Enquiry Register report now allows you to choose an enquiry source code
CHANGE: The Removal Accruals report is now based on the invoiced date and not the accepted date
Options
REMOVED: MSN Mapping ID has been removed from the Country browse and Country forms
ADDITION: There is now an option on the General tab of the Storage Defaults Wizard that allows you to state which day of the month will automatically check invoice at least a full month’s storage – A zero value will disable this feature
Other
CHANGE: Costings now print *** before the Event description if the Event was created after the Quotation became accepted
ADDITION: A command line parameter is now available to allow multiple instances of Move Administer to run
FIX: Internal URL’s to MSN Mapping have now been updated to use Microsoft Mapping
FIX: Intermittent GPF when opening and finishing an inventory item on an inventory when showing ALL items
FIX: Misspelling of itinerary on crew sheets
FIX: Grammatical error on Declared Liability Quotation forms
Technical
TABLES: Country, Quotation, StorageDefaults
Additional Modules
Self Storage Administer
ADDITION: There is now an option on the General tab of the Self Storage Defaults Wizard that allows you to state which day of the month will automatically check invoice at least a full month’s storage – A zero value will disable this feature
Shipping Administer
ADDITION: The Removal Defaults Wizard now has a Shipping tab that allows you to turn on/off the option of automatically assigning Consignments to Manifests and state the number of days in advance to incorporate
ADDITION: The Manifest Browse now displays the consignments for the highlighted Manifest and allows you to Update All consignments with the Manifest information, Assign a Consignment to the Manifest, Open the highlighted Consignment, Unassign the highlighted Consignment from the Manifest and set the highlighted Consignment as the Master Consignment for the Manifest
ADDITION: The Manifest Browse now displays a Closed column
ADDITION: The Manifest Wizard has a Closed checkbox on the General tab than when checked closes the automatic allocation of Consignments to the Manifest
ADDITION: A new ‘Assign Consignments’ menu option has been added to the Tools menu which when selected will automatically process unassigned Consignments that have an estimated port departure date within the specified range to Manifests that are declared as Open
ADDITION: If automatic assignment of Consignments to Manifests is chosen in the Removal Defaults Wizard then upon first start-up of the day Move Administer will automatically run the Assign Consignments option
Survey Administer
CHANGE: Any ‘new’ Surveys imported from Survey Administer will now automatically look for the Enquiry and Appointment and update the Appointment status
FIX: Directions to the first appointment are no longer export for all other appointments
Technical
TABLES: SurveyDefaults, Manifest, Consignment, SelfStorageDefaults, RemovalDefaults
Move Administer Version 1073 Released
Move Administer version 0.0.0.1073 is officially released today.
History of Changes (1055 to 1073)
Move Administer
Quotations
CHANGE: The default start time for an event is now based on the default start time stored in the Removal Defaults (see below)
Storage
FIX: Customer’s with more than one storage job will now only produce one statement from the storage invoicing run rather than one statement per storage job
ADDITION: When performing a Storage Invoice Run, any storage job that has it’s invoice emailed will also be emailed a statement of account, which is merged to the end of the generated invoice, but only if you select to produce statements from the Invoice Run Criteria window
Correspondence
ADDITION: You can now choose to create a PDF of an invoice & statement from Customer Email Correspondence
ADDITION: You can now choose to create a PDF of an invoice & statement from Corporate Email Correspondence
ADDITION: New mail merge tokens exist for Internet Enquiries
Reports
ADDITION: Container Activity is now available (Reports –> Storage –> Container Activity)
Options
ADDITION: ‘Allow text changes when accepted/rejected’ checkbox has been added to the Include Options tab of the Removal Defaults Wizard
ADDITION: ‘Allow text changes when accepted/rejected’ checkbox has been added to the Exclude Options tab of the Removal Defaults Wizard
ADDITION: You can now set a default start time for events on the Event tab of the Removal Defaults Wizard
Other
ADDITION: A whole new section now exists for Internet Enquiries. This allows the basic information for an internet based enquiry to be entered and maintained. Internet Enquiry forms can be printed, emails can be sent, Internet Enquiries can be converted to Customers and you can mass purge Internet Enquiries, Query and Export them
ADDITION: Internet ID column has been added to the Email Log Browse
ADDITION: New security doors exist for Internet Enquiries
Technical
TABLES: Quotation, LogEmail, Internet (new), InternetCorrespondence (new) InternetPDF (new), RemovalDefaults
Additional Modules
Self Storage Administer
FIX: Customer’s with more than one self storage job will now only produce one statement from the self storage invoicing run rather than one statement per self storage job
ADDITION: When performing a Self Storage Invoice Run, any self storage job that has it’s invoice emailed will also be emailed a statement of account, which is merged to the end of the generated invoice, but only if you select to produce statements from the Invoice Run Criteria window
ADDITION: Unit Activity report is now available (Reports -> Self Storage -> Unit Activity)
FIX: The correct security doors are now being used on the Self Storage reports
Shipping Administer
CHANGE: If an import is set as Air Freight then Notice of arrival on the Request tab changes to Copy of AWB
CHANGE: If an import is set as Air Freight then the Request to Bond form now prints the Master Airway Bill, Airline and House Airway Bill information, and Notice of Arrival is replaced by Copy of Airway Bill
CHANGE: If an import is set as Air Freight then the Request to Clear form now prints the Master Airway Bill, Airline and House Airway Bill information, and Notice of Arrival is replaced by Copy of Airway Bill
ADDITION: You can now print a Baggage Enquiry Form from the Baggage Browse
ADDITION: You can now print a Baggage Enquiry Form from the Baggage Window
ADDITION: You can now send emails to the Baggage Enquiry
ADDITION: You can now convert the Baggage Enquiry to a Customer
ADDITION: You can mass purge Baggage Enquiries
ADDITION: Baggage ID column has been added to the Email Log Browse
ADDITION: New mail merge tokens exist for Baggage Enquiries
ADDITION: New security doors exist for Baggage Enquiries
Technical
TABLES: BaggageCorrespondence (new), BaggagePDF (new), Trade
Move Administer Version 1055 Released
Move Administer version 0.0.0.1055 is officially released today.
History of Changes (1045 to 1055)
Move Administer
Appointments
CHANGE: An SMS Confirmation can now be sent regardless of whether Email or Written Confirmation is checked/unchecked on the Appointment Diary tab of System Defaults (Tools -> Options -> Defaults -> System), just as long as SMS Confirmation is checked though
CHANGE: The appointment address now defaults to the Origin Address of the Enquiry, if this does not exist then the appointment address defaults to the Customer’s Correspondence Address
ADDITION: When the Appointment Diary is opened from taking an Enquiry the name and address of the appointment is now displayed in bold at the foot of the Appointment Diary Window
Quotations
ADDITION: In the Removal Defaults (Tools -> Options -> Defaults -> Removal) you can now set category codes for each product
Storage
CHANGE: If you have specified a type of goods on the Conventional tab of the Storage Wizard then this type of goods replaces the word ‘conventional’ on invoices, but only if you have checked to print the quantity of conventional items or list the conventional items in storage
Accounts
ADDITION: An Alternative Account Details checkbox has been added to the Account Default Options Wizard of a Corporate, and when checked a new Account tab now appears where you can now provide alternative account details for the Corporate
CHANGE: Alternative account details are now printed on Corporate Invoices, if alternative account details are provided
CHANGE: Alternative account details are now printed on Corporate Statements, if alternative account details are provided
Reports
FIX: Storage Accruals report now takes into consideration jobs that have been invoiced at least a full month
FIX: Storage Rates report now ignores jobs with a future start date
ADDITION: A new Storage Volume report now exists (Reports -> Storage -> Volume of goods)
Other
ADDITION: New tokens which provide access to Invoice data are available for import (Actions -> Update Tokens, from the Token Browse)
ADDITION: The status bar (bottom of the window) now has an ‘infobar’ section that displays the number of Customer and Corporate files open. This only increments when a Customer/Corporate is OPENED, and decrements when a Customer/Corporate is CLOSED
Technical
TABLES: RemovalDefaults, CorporateAccount
Additional Modules
Self Storage Administer
ADDITION: New security doors added
ADDITION: You can now Query Self Storage (Tools -> Query -> Self Storage -> Self Storage)
ADDITION: You can now Export Self Storage details from Self Storage Query Browse
ADDITION: You can now Mass Mail Self Storage from the Self Storage Query Browse
ADDITION: You can now Mass Increase Self Storage rates from the Self Storage Query Browse
Shipping Administer
ADDITIONAL: Category has been added to the Quotation tab of the Trade Quotation Wizard
FIX: Creator is now set when inserting a new Manifest
ADDITIONAL: You can now print export/import documentation from the Manifest Wizard once a Consignment has been assigned
FIX: When creating a Manifest the creator is now set as the user logged in, if set in the System Defaults Wizard
ADDITIONAL: European GIT and European AGIT tabs now show on the Insurance Defaults Wizard where you can now set up relevant default rates and sales codes for insurance on European removals
CHANGE: When creating a European Quotation the European Insurance Defaults are now used
ADDITION: You can now print a Request To Bond Manifest for Imports from the Manifest Browse
ADDITION: You can now print a Request To Clear Manifest for Imports from the Manifest Browse
Technical
TABLES: Trade, InsuranceDefaults
Move Administer Version 1045 Released
Move Administer version 0.0.0.1045 is officially released today.
History of Changes (1033 to 1045)
Move Administer
Accounts
CHANGE: When entering a payment the Import Outstanding Balance is now controlled within the Security of User Administer
Correspondence
CHANGE: When emailing a Standing Order Mandate or a Card Mandate, should a link exist to a Storage/Self Storage job then the monthly rates are automatically calculated from the linked Storage/Self Storage job and displayed on the criteria window
Options
ADDITION: Self Storage has been added as a product to the Survey options
ADDITION: Self Storage Cover Offered has been added to the Cover tab of the Insurance Defaults Wizard
Other
CHANGE: Query menu has been reorganised and split into sections (Tools -> Query)
ADDITION: A new Comments tab has been added to the Inventory Wizard that allows Inventory Comments to be entered
ADDITION: When printing an Inventory, Comments is now a checkbox option on the Inventory Criteria Window
ADDITION: Inventory Comments are now imported from Survey Administer
CHANGE: Worksheet Wizard reformatted to fit 800×600 screen resolution
ADDITION: When opening up a Follow-Up Reminder you can now choose to snooze the reminder by 5/10/15/30 minutes, 1/2/4/8 hours, 0.5/1/2/3/4 days, ½ weeks; or dismiss the reminder altogether
ADDITION: Snooze options together with Snooze and Dismiss buttons have been added to the Follow-Up Reminders browse
ADDITION: When running a Mass Rejection on any of the Query Quotation Browses, you can now choose to add a note to the Customer’s notepad
Technical
TABLES: InsuranceDefaults, StorageDefaults, Inventory
SECURITY: New Import Outstanding Balance option within Accounts
Additional Modules
Self Storage Administer
FIX: Wizard tabs showing Weekly Rates have now been changed to Monthly Rates
ADDITION: Quotation tab has been added to the Self Storage Quotation Wizard, allowing included and excluded options to be typed and/or imported
ADDITION: Monthly Rates report (Reports -> Self Storage -> Monthly Rates)
ADDITION: Valuation of Goods report (Reports -> Self Storage -> Valuation of Goods)
ADDITION: Unoccupied Units report (Reports -> Self Storage -> Unoccupied Units)
ADDITION: An Import button has been added to the Identification tab of the Self Storage Wizard that imports the most common Identification Methods set in Options (Tools -> Options -> Self Storage -> Identification Methods)
Shipping Administer
ADDITION: VAT Code has been added to Quotation tab of the Trade Quotation Wizard
CHANGE: Trade Quotations only print + VAT next to the charge if the VAT code is set to the default VAT code
ADDITION: VAT Code, Description of VAT Code and VAT Rate (%) columns have been added to the Query Trade Browse
ADDITION: On the Consignments tab of the Manifest Wizard you can now assign the Master Shipper for the Manifest Bill of Laden by pressing the BOL Master button when the correct Consignment is highlighted
CHANGE: When printing a Manifest Bill of Laden, should a Master Shipper be assigned for the Manifest, then the Origin Agent is the Name of the Master Shipper with a C/O the Origin Agent
Survey Administer
FIX: MSN Mapping now works again
CHANGE: The ‘Extended cover’ checkbox on the Quotation tab of the Survey Wizard has been replaced with ‘Cover offered’, providing a choice of Limited, Standard and Extended
ADDITION: A new Comments tab has been added to the Survey Wizard that allows Inventory Comments to be entered
ADDITION: When printing an Inventory, Comments is now a checkbox option on the Inventory Criteria Window
ADDITION: Inventory Comments are now exported to Move Administer
Technical
TABLES: SurveyAdminister, Manifest, Consignment, Trade, SelfStorageDefaults
Move Administer Version 1033 Released
Move Administer version 0.0.0.1033 is officially released today.
History of Changes (1025 to 1033)
Move Administer
Customer
ADDITION: You can now change the chosen trading company of a customer by selecting ‘Change Trading Company’ from the Actions menu of the Customer Browse. But only if there is NO accounting activity for the Customer AND the Customer is not a Corporate Customer
Storage
ADDITION: When performing the Storage Invoice Run, the Criteria Window now asks for the invoice date (which always defaults to today’s date), which means that you can perform your invoice run before or after the start of the month ensuring that your invoices are dated the 1st, for example
Correspondence
CHANGE: You can now send an SMS greater than 160 characters, although we have presently limited this to 640 – PLEASE NOTE: You will be charged based on 160 characters per text, although your text message will arrive as one message, although this is phone dependant
ADDITION: You can now insert mail merge tokens in to SMS correspondence, perform a mail merge and link a Customer Appointment
ADDITION: A Notification checkbox has been added to the SMS correspondence form that when checked will request a status notification from Boom-SMS, which is sent to the email address of the creator
Reports
FIX: The Grand Total page on the Day Book report now totals for all Trading Companies correctly, rather than just the first 5
FIX: The Uninvoiced Acceptances now no longer lists European or International Quotations that are Accepted but the Marine insurance is Unaccepted
Options
ADDITION: On the Stationery tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now set the default letter type face and font size, but this is only used when creating new letters
ADDITION: On the Stationery tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now set the default email (HTML) type face to be used when creating HTML emails
REMOVED: The SMS tab has been removed from the System Defaults Wizard
ADDITION: A new SMS tab has been added to the Trader Wizard (Tools -> Options -> Defaults -> Trading Companies) to allow the SMS service to be trading company specific rather than globally
ADDITION: A new Appointment SMS tab has been added to the Trader Wizard (Tools -> Options -> Defaults -> Trading Companies) which allows you to select the default appointment SMS templates to use for each product
CHANGE: SMS Templates can now be up to 640 characters long
ADDITION: SMS Templates can now contain mail merge tokens
Other
ADDITION: You can now Query the Email Log (Tools -> Email Log)
ADDITION: You can now Query the SMS Log (Tools -> SMS Log)
ADDITION: Claims has been added to the Actions menu of the Agents Form, and when selected shows all Claims where the Agent has been assigned as the Insurance Broker. Please note that this is only available for Agents that are set as Insurance Agents
ADDITION: You can Query Agent Claims
REMOVED: You can no longer SMS Agent Contacts, until we overhaul this section in the coming months
FIX: Follow-ups now longer stop reminding you of any pending follow-ups when a follow-up is created with no reminder date and time, apologies
Technical
DATA TABLE CHANGES: SystemDefaults, Claim, Trader
Additional Modules
Self Storage Administer
ADDITION: Self Storage Licence is now an option in the Generate PDF list when creating Email Correspondence
Shipping Administer
ADDITION: European Consignments has been added to the Actions menu of the Agents Form, and when selected shows all European Consignments where the Agent has been assigned as the Origin Agent. Please note that this is only available for Agents that are set as Domestic Agents
ADDITION: You can Query Agent European Consignments
ADDITION: International Consignments (Origin) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Origin Agent. Please note that this is only available for Agents that are set as International Agents
ADDITION: International Consignments (Destination) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Destination Agent. Please note that this is only available for Agents that are set as International Agents
ADDITION: International Consignments (Transit) has been added to the Actions menu of the Agents Form, and when selected shows all International Consignments where the Agent has been assigned as the Transit Agent. Please note that this is only available for Agents that are set as Transit Agents
ADDITION: You can Query Agent International Consignments
Move Administer Version 1025 Released
Move Administer version 0.0.0.1025 is officially released today.
History of Changes (1001 to 1025)
Move Administer
Quotations
ADDITION: Mass Reject Quotations has been added to the Actions menu of each of the Query Quotation Browses, which enables mass rejection of unaccepted quotations
ADDITION: Identity labels can be print 8, 10 or 14 labels per page, depending on the option selected in the System Defaults, together with a barcode!
Storage
CHANGE: Internal changes have been made to the Storage Invoice Run section, which has shown a significant speed increase on networked systems
FIX: When invoicing the next period of a storage job or changing the invoicing frequency of a storage job, the correct email template is used if the storage job is set to email the invoice
Accounts
CHANGE: The Customer ID can form part of the invoice/credit body when producing corporate customer invoices/credits
Correspondence
ADDITION: Many new mail merge tokens have been added due to recent updates.
FIX: When previewing letters, the first page of a multi page letter now previews correctly
Reports
ADDITION: Creator Conversion Statistics report (Reports -> Removals -> Creator Conversion Statistics) has been added to the removals section of the reports menu that shows the conversion statistics based on creator
ADDITION: Creator/Category Conversion Statistics report (Reports -> Removals -> Creator/Category Conversion Statistics) has been added to the removals section of the reports menu that shows the conversion statistics based on creator but then split into categories
ADDITION: Weekly Rates report (Reports -> Storage -> Weekly Rates) has been added to the storage section of the reports menu that shows your current weekly rates
ADDITION: Various new security privileges have been added due to the new reports in this and previous updates
Options
ADDITION: On the General tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting) you now have the option to print the Customer ID on corporate customer invoices/details
ADDITION: A new Identity Labels tab has been added to the System Defaults Wizard (Tools -> Options -> Defaults -> System) that allows you to select one of three Avery label templates, the type of barcode symbology to print and whether to use the Customer ID as the unique identifier on the barcode
ADDITION: On the Company tab of the Trading Company Wizard (Tools -> Options -> Defaults -> Trading Companies) you now have the option of supplying a Label ID which is used when printing unique barcode on the identity labels
FIX: Print Sales Text Options (Tools -> Options -> Accounting -> Sales Text -> Actions) on the Sales Text Browse now works correctly
Technical
DATA TABLE CHANGES: AccountingDefaults, Storage, SystemDefaults, Trader
CHANGE: Compiled using version 6.3.9058 of Clarion
Additional Modules
Self Storage Administer
NOTE: Many additions and changes as this module is coming to the end of it’s development
Shipping Administer
ADDITION: Destination Country Conversion Statistics report (Reports -> Removals -> Destination Country Conversion Statistics) has been added to the removals section of the reports menu that shows the conversion statistics based on the country of destination
ADDITION: A new Request tab now exists on the Consignment Wizard, but only when the consignment is classes as an import
ADDITION: An Import Manifest can be printed from the Actions menu of the Manifest Browse
ADDITION: A Container Turnout Sheet can be printed from the Actions menu of the Manifest Browse
ADDITION: A Request To Bond Form can be printed from the Actions menu of the Consignment Browse and Query International Consignments Browse
ADDITION: A Request To Clear Form can be printed from the Actions menu of the Consignment Browse and Query International Consignments Browse
ADDITION: A Container Turnout Sheet can be printed from the Actions menu of the Consignment Browse and Query International Consignments Browse
CHANGE: Container ID on the Consignment Wizard field has increased in length to 40 characters (all stationery containing this field has been modified too)
CHANGE: Container ID on the Manifest Wizard field has increased in length to 40 characters (all stationery containing this field has been modified too)
FIX: Export Manifests now print using the correct layout again
Technical
DATA TABLE CHANGES: Consignment, Manifest, UnitOccupant (new), UnitHistory (new), SelfStorageDefaults (new), SelfStorage (new), SelfStorageAccess (new), SelfStorageIdentification (new), CustomerCorrespondence, CorporateCorrespondence
Superior Marine Insurance Cover
The option from Britannia Movers International to offer Superior Marine Insurance Cover has been recently added to Move Administer.
Marine Insurance Bands now allow Superior, Super, Standard and Restricted Cover for road/sea freight and air freight.
Along with this additional is the facility to charge a one off administration fee for arranging such cover, on a per band basis.
Product User Guides
Additional copies of our product user guides, consisting of Move Administer – User Guides Volume 1 & 2 and Options Guide Volume 3, Commercial Administer, Shipping Administer and Survey Administer, are now available for purchase from On-Demand Manuals.
On-Demand Manuals is a company devoted to printing manuals using PDF and other digital files. On-Demand Manuals provide professional manuals on a wide range of products including software, technical and instructional manuals for companies worldwide.
State-of-the-art equipment allows On-Demand Manuals to print manuals one at a time as orders are received, a service that ensures up-to-date printed manuals are always available, eliminating the need to maintain inventories of manuals. On-Demand Manuals handle all aspects of order processing, sales, invoicing and shipping.
Comodo Code Signing Certificate
Administer Software Limited are pleased to announce that we have recently purchased a 3 year Comodo Code Signing Certificate for our software products.
Code Signing, through the use of digital signatures, enables software developers to include information about themselves and their code with their software. End users who download digitally signed 32-bit Portable Executable (.exe, .ocx, .dll or other) files can be confident that code really comes from us and has not been altered or corrupted since it was created and signed.
Recent operating system updates to Windows XP (Service Pack 2) and the new Windows Vista make it vital to use digital signatures in application files and installation packages. Vista uses code signing more widely than earlier versions of Windows. With the increased level of warnings in Vista, signing our application and installation files gives end users the reassurance they need to proceed with the installation.
Expect to see the use of our code signing certificate in forthcoming product releases and updates.