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 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