Thanks for the many great suggestions from our valuable customers.  Please review the list of changes below. 

Update 5.5.1.28

Maintenance / Work Orders - Minor adjustments to prevent occasional error on duplicate record number in batch creation of work orders.

Maintenance / Service Overview / Work Order Creation - Adjusted to provide option to create separate work order per work group or employee in detail services.

Maintenance / Units / Print Barcode Labels - Added option to begin printing at specified label position. To use this feature, you must download and import the latest Units Barcode Labels report from our website / updates / report definition files.

Parts / Parts Inventory / Print Barcode Labels - Added option to begin printing at specified label position. To use this feature, you must download and import the latest Parts Barcode Labels report from our website / updates / report definition files.

Update 5.5.1.27

Utilities / Set Application Properties - Added option to enable / disable RAP interface in Report Builder. See Tech Bulletins on website for more details on RAP interface used to perform advanced report calculations.

Update 5.5.1.26
Utilities / Rebuild & Refresh Views - Added feature to rebuild the rebuild view in the event they are deleted.
Administration / Defaults / Email Settings - Adjusted field labels to be more descriptive.
Maintenance / Work Orders / Email - Improved error handling when settings are incomplete.
Purchase Orders / Transactions / Email - Improved error handling when settings are incomplete.

Update 5.5.1.25
Purchase Orders / Closing - Adjusted code to allow save of grid properties on grid listing PO records.
Maintenance / Service Overview - Adjusted to properly include assigned employees on work order when multiple entries of the same service exist.

Update 5.5.1.24
Administration / Employees - Added print button and report to print employee action report, can download from web.
Maintenance / Units / Services (PMs) - Corrected status field to include full code when Assigned.
Maintenance / Units / Services (PMs) - Adjusted to inherit work group field when selecting a new service.
Maintenance / Work Orders - Corrected problem of parts inventory not adjusting in certain instances.
Purchase Order Reports - Adjusted to pass filter to the ReqDeliverDate field when applicable.

New Reports
Employee List - With Actions
Work Orders Expense Detail By Work Group
Work Orders Expense Summary By Work Group

Update 5.5.1.23
Maintenance / Units - Adjusted the Units Overview grid to allow proper save of the grid properties.
Maintenance / Units - Minor cleanup of the units search screen and possible access violation from properties.
Maintenance / Service Overview - Added unit specific service notes to the query and available for the report.
ExpressRequest - Corrected problem of Unit number not being stored when user enters name without selecting.

Update 5.5.1.22
General - Adjusted report builder to allow users to select Mandatory in the query to have the filter remain and not clear.
Purchase Orders / Reports - Added prompt for part item description to select on specific item.
Parts / Receiving / Search - Adjusted to allow for searches where part number is duplicated among parts.

Update 5.5.1.21
Maintenance / Work Orders - Adjusted to not alter service status from work order until WO is completed.

Adjustments in 5.5.1.20

• General / Reports - You can save the default printer with the report. If you do not, it uses Default or previously selected printer until another printer is selected.
• General - Added Counts to the list of service period types. Counts is general and can represent cycles, runs, etc.
• General / Reports - Adjusted to not clear search criteria not set to auto search or set to mandatory.
• General / Reports - Adjusted to assign the report name when printing so user can recognize document print job.
• General / Reports - Added 3 new reports for printing the graphic in units, parts and employees.
• Administration / Companies - Adjusted tax ID / other ID field in lower section.
• Administration / Employees - Adjusted graphic image component for stability and added border.
• Administration / Backups - Added code to allow the backup more time to complete before timeout.
• Administration / Defaults - Adjusted PO sales tax display to show more digits past decimal.
• Administration / Employees - Employee graphic picture, improved options and features.
• Maintenance / Units - Adjusted graphic image component for stability and added border.
• Maintenance / Work Order Overview - Adjusted notes field in grid to allow for proper rich text display.
• Maintenance / Requests - Adjusted notes field to allow maintenance operator to edit and append.
• Maintenance / Work Orders Overview - Adjusted to display the column arrow for sorting by column.
• Maintenance / Service Overview - Adjusted to display the column arrow for sorting by column.
• Maintenance / Work Orders Preview - Adjusted for error if custom work order report has saved filters.
• Parts / Parts Inventory - Adjusted graphic image component for stability and added border.
• Parts / Inventory - Adjusted to allow for 5 digits past decimal in parts cost and billing.
• Purchase Orders / Transactions - Adjusted to make sure program allows for 5 digits past decimal on unit price.
• Parts / Inventory Analysis - Corrected parameters passed to receiving and work order reports.
• Parts / Inventory Analysis - Added right click reports for inventory transfer, work orders and receiving transactions.
• Parts / Receiving - Added option to limit selection list to parts of same vendor.
• Parts / Reordering - Corrected problem of Site not working in query or reorder parts.
• Purchase Orders / Transactions - Added option to limit selection list to parts of same vendor.
• Parts Inventory / Parts - Minor adjustments to image display field and larger image viewing screen.
• Parts Inventory / Parts Reordering - Corrected problem of cursor not returning to default after search.
• Parts / Inventory Analysis - Minor adjustment to allow for error if user selects detail without a search.
• Parts Inventory / Parts - Part graphic picture, improved options and features.
• Parts Inventory / Receiving - Corrected error displaying when PO entered is alpha numeric.
• Parts Inventory / Analysis - Adjusted query property to prevent timeout on long query process.

Adjustments in 5.5.1.11

• Administration / Backup & Restore - Adjusted to work properly and provide better error handling.

• General - Help file improved to include report tech bulletins and backup & restore topic.

• General - Adjusted to not clear auto search filters if set to Mandatory.

• ExpressRequest - Minor changes, see release notes of that application.

  Maintenance / Reports - Adjusted report filter to include UnitName in work orders table.

• Maintenance / Requests - Adjusted so when unit is selected, name and number are saved to request record.

• Maintenance / Reports - New work order document reports available from website with improved format and correction of problem printing numerous pages when notes are long. See: http://www.expresstechnology.com/DownloadReports.htm

• Maintenance / Work Orders - Corrected lookup table error in work order and service overview screen.

   

• All New Report Builder - We have always believed in giving users full access to their data with our great built-in report designer.  This time we have gone to the extreme in giving you more flexibility and ease of use in reporting.  Version 5.5 introduces a super powerful Report Builder that will amaze you and your associates..

   

  • Unlimited rich text and graphics reporting with auto expand between pages.

  • Amazing and expanded reporting abilities with sub-reports within reports.

  • Data Query Wizard steps you through building the report query.

  • Built-In table SmartJoin awareness so users do not have to know how to join tables.

  • Auto filter on any field within the queried tables without the field being in the query.

  • Export reports to virtually any format including pdf, html, jpg, doc, xls, etc.

  • Improved layout / design screen with easy band management.

  • Many additional design components including calc fields, rich text, check box, etc.

  • Built-In support for full barcode printing on any data field.

  • All new and redesigned reports.  Ninety five (95) of them to be exact.  Each one developed with the new report builder and ready for use.  You will love the layout and enjoy tweaking them for your organizational needs.

  • Any existing standard reports will be overwritten.  Custom reports will need to be redesigned using the new Report Builder.

   

• General Interface Changes - We're always looking for ways to make our software more enjoyable to use.  That's right, Enjoyable.   This release adds many bells and whistles sure to be appreciated.

   

  • Memo fields with full rich text editing allowing for fonts and text formatting tools.

  • Memo fields now include full support for embedded graphics and pictures.

  • Memo fields now include spell checking and thesaurus buttons and features.

  • All applicable numeric fields extended to allow up to 5 digits past the decimal.

  • All data grids now support the quick sort feature by clicking on any column heading.

  • All grids now support the grid properties button that allows you to size, title and arrange columns to meet your needs.

  • Updated and improved Help system available Html and Acrobat formats.

• Administration - Several changes and improvements in the Administration help make the rest of the program run smoothly.  You will want to know about them and set them as desired.

   

  • Backup / Restore - Improved interface and error checking.

  • Backup / Restore - Now leaves the .bak and .zip file for user to have option of type of file to save to media.

  • Codes - New code types for Work Groups, Employee Actions  and Types - Parts.

  • Defaults - New fields for auto adding a part / service item in work orders for shop supplies, or any other standard charges, etc.

  • Employees - The table name has been changed from Mechanics to Employees.

  • Employees - New Employee Action table for tracking unlimited dates and notes per employee.  Very flexible feature for employee management.

  • Employees - Notes field has been deleted and any existing notes have been inserted into new Action table.

  • Employees - Expanded email address field to 250 characters.

  • Employees - Added new Work Group field for setup / selection per employee.  This is in addition to the existing shift and skills fields.

  • Services - Now includes a checkbox to indicate that the service be placed on a separate work order when creating work orders from the service overview screen..

  • Services - Now includes new feature to sort records on any field by clicking on the column title button.

  • Services - New field to select the default Work Group or shift for that service.

  • User Accounts  - Setup screen now includes a field to define the site limitation for parts in addition to other areas of the system.

  • User Accounts - Includes check boxes to set permission access to parts inventory & new re-ordering screen.

  • User Accounts  - Includes a new overview screen to view user accounts in grid form for selection / search.

• Maintenance Management - Nobody does it like we do.  This new release makes sure the competition never catches up.  With you in mind, maintenance management just gets more powerful and easy to use.

   

  • Units / General - New Email List field to email multiple parties when a work order is issued on a unit.

  • Units / General  - New Overview tab for quick view of units and selection by Type.

  • Units / Services - New (SeparateWO) fields allows you to indicate that  when work orders are automatically created, the service should be on a work order by itself.

  • Units / Services - New field to select the default Work Group or shift for the service.

  • Units / Services - New option to add unlimited parts to a service which will automatically be added to work order and associated with the service..

  • Units / Services - Apply Standard Services now creates services even when the service is duplicated allowing for "whichever comes first" PMs.

  • Service Overview - If service indicates that it requires a separate work order, program now places that service on a separate work order.

  • Service Overview - Added the ability for users to make last minute edits to the Work Group, Employee and other fields before creating work orders.

  • Service Overview - Work order creation now includes the parts associated with a service.  Users can view / edit before having them automatically added to WO.

  • Work Orders - New features and calculations for auto adding a part or service for shop supplies or other standard charge to be applied on selected work orders.

  • Work Orders - Emailed work orders now output to the format of your choice including world standard Adobe Acrobat .pdf files.

  • Work Orders - Emailed work order will now email to a preset list of employees, contacts and companies.  You define the list in Units, Employees and Companies.

  • Work Orders - Added ability to instantly create a purchase order by right clicking on the part record.

  • Work Orders - Added ability to jump to part record by right click menu.

  • Work Orders - Added ability to jump to a Unit record and different tabs by right clicking in the Unit field for popup menu.

  • Work Orders - New field to select the default Work Group or shift for the work order.

  • Work Orders - Added the ability to search on range of dates along with other fields at the same time.

   

• Maintenance Requesting - ExpressRequest is perhaps the most appreciated little application to hit the maintenance world.  It is simple and small, yet so valuable.  We had  to look hard to find ways to improve on it.  But we did.

   

  • Requests - Implements new report builder with many added features and powerful capabilities (see above).

  • Requests - All memo fields now implement right click editor with full rich text editing capabilities including formatting and graphics.

  • Requests - All memo fields now implement right click editor which includes spell check and thesaurus abilities.

  • Requests - Cost Center field now included and auto populates when service is selected if applicable.

• Parts Inventory - No area of ExpressMaintenance was overlooked.  We looked for every possible improvement we could make in every aspect, including Parts.

   

  • Parts Items - New Type field with types setup in Administration / Codes.

  • Parts Items - Number, Vendor Number and Mfg Number fields extended to allow 50 characters long.

  • Parts / Overview - Added breakdown and selection by new Type field.

  • Transfers - New tab screen for transferring parts inventory from one site / location or one part to another.

  • Inventory Analysis - Substantially improved performance of processing inventory calculations and updating.  Expanded to include PO activity.

  • Inventory Analysis - Now includes fields representing the calculations of  transfers in and out and scheduled work orders.

  • Re-Ordering - New screen to view parts that need ordering, print list and easily create purchase orders in addition to existing re-order report.

  • Receiving - Now have the choice of marking PO as closed or not based on summary info displayed.

  • Receiving - New button to display summary info on Purchase Order number.

   

• Purchase Orders - We made improvements in Purchase order as well.  Give us more suggestions and we will implement them.

   

  • Transactions - New "ShipTo" field for company & addresses based on lookup in customer records.

  • Transactions - Emailed purchase orders now output to the format of your choice including Adobe Acrobat .pdf.

  • Transactions  - Added the ability to search on range of dates along with other fields at the same time.

   

• Fixes & Adjustments - These are misc. things that just had to be done.  We are embarrassed that we didn't catch them before but they are fixed now.

   

  • Registration - Improved registration screen explains registration process more clearly.

  • General - Corrected problem of alternating grid color changing to black if system fails to connect to server.  Blank settings were being saved.

  • Administration - Adjusted Backup / Restore to deal with file names containing spaces and problem of uncompressing files in different folder based on last system selection.

  • Work Orders Overview - Now includes the unit number field for viewing in the overview grid.

  • Parts / Parts Items - Adjusted program to properly handle replacement part selection, which was returning error.

  • Purchase Orders - When receiving parts, the PO was closed but the closing date was not saved to the PO.  This has been corrected.

• General - Adjusted to remove logo display before viewing service overview and other screens.

• General - Adjusted more grids to display a portion of notes rather than memo indicator.

• Administration / Employees - Adjusted screen to recognize the format State field settings under Defaults.

• Administration / Companies - Adjusted screen to recognize the format State field settings under Defaults.

• Parts / Parts Inventory - Adjusted screen to not allow entry of a source or picture until main insert is complete.

• Maintenance / Units - Adjusted screen to not allow entry of a source or picture until main insert is complete.

• Maintenance / Work Orders - Adjusted to not auto populate service performed date to system date if completed date is blank.  User must now specify a completed date or performed date in order to have record written to service history.

• Purchase Orders / Transactions / Find - Now allows for search by range of ordered dates.

• Maintenance / Units / Duplicating - Adjusted to set service status to nomal when copying from other records.

• Maintenance / Service Overview - Adjusted to sort by unit name and then unit number.

• Requests - Now allows for edit of the requestor name for multiple using the same computer.

• Maintenance / Work Orders - Minor cleanup of the email feature.

• Purchase Orders / Transactions - Minor cleanup of the email feature.

• Purchase Orders / Transactions - Added ability to limit parts selection to category.

• General - In grids where applicable, adjusted to cause notes to display.

• Maintenance / Work Order Overview - Added options to sort by Category.

• Parts Inventory - Corrected to include the startup quantity in calculations.

• Maintenance / Units / Services - Adjusted apply standard services to utilize the new ItemSeq field for setting order of services.

• Maintenance / Units / Services - Adjust to allow a manual scheduled date when the last performed date is left blank.

ExpressMaintenance

• General - Program now remembers last window state, position and size and returns to those settings when executed.

• General - All grids now use alternating row colors. Under Utilities / Set Application Properties users can turn off or set the color.

• Utilities / Set Application Properties - Each user can now set alternating row colors in grids.

• Administration / Companies - Added new Critical Supplier field checkbox to screen & data table.

• Administration / Defaults / Email Settings - New section for defining the email settings for sending work orders and purchase orders.

• Administration / Defaults / Work Order Defaults - New field for Default days back for service overview and flash notification allows you to set the number of days preceding current date for auto search. The previous default was 30 days and you had to manually change. Now, you can set the default and can still manually search on any date range.

• Administration / Defaults / Work Order Defaults - New field for WO Tax Rate allows for different rate from Purchase Orders and adjustable per work order.

• Administration / Defaults / Work Order Defaults - New field to default if taxes should be charged on labor in work orders.

• Administration / Defaults / Work Order Defaults - Two new fields to indicate a percentage for calculating other costs based on parts, labor or both.

• Parts / Receiving - Corrected bug where program was not rounding in tax computation.

• Maintenance / Units - Current count now uses a format with comma separations.

• Maintenance / Units / Services (PMs) - New ItemSeq column allows you to assign a sequence to the services for the purpose of displaying and printing them. The services are now sorted by ScheduledDate and then ItemSeq. To use this field, you must turn the field on in Grid Properties and adjust any applicable reports to use and sort by the field.

• Maintenance / Units / Duplicate Unit - Adjusted to create and utilize the ItemSeq field when creating units / services.

• Maintenance / Units / Downtime - Now allows for right-click jump to work order record.

• Maintenance / Work Orders - New ItemSeq field available in services and parts sections to allow users to arrange items in desired sequence. Users may wish to adjust reports to take advantage of this field.

• Maintenance / Work Orders / Printing - Corrected problem where city state and zip do not print correctly if you do not preview report first.

• Maintenance / Work Orders - Now allows you to override the tax rate on a per work order basis, 0 does not calc tax.

• Maintenance / Work Orders - Now allows users to calc taxes on the labor portion of work order if you check tax box.

• Maintenance / Work Orders - Now auto calculates other costs based on parts and labor percentage as setup in Administration / Defaults / Work Order Defaults.

• Maintenance / Work Orders - Adjusted to auto insert labor rate if employee is assigned to work order.

• Maintenance / Work Orders - New option to email work order to assigned employee found under print button. You must setup email settings under Administration / Defaults.

• Maintenance / Units - Fields using codes now allow user to "<Manage Codes>" when viewing selection list.

• Maintenance / Units - Fields using services now allow user to "<Manage Services>" when viewing selection list.

• Maintenance / Work Orders - Fields using codes now allow user to "<Manage Codes>" when viewing selection list.

• Maintenance / Work Orders - Fields using services now allow user to "<Manage Services>" when viewing selection list.

• Maintenance / Work Orders - Completing a work order associated with a request, now updates the request with the completion date in addition to completion status.

• Parts Inventory /Parts - Fields using codes now allow user to "<Manage Codes>" when viewing selection list.

• Purchase Orders / Transactions - New fields for Category and Unit.

• Purchase Orders / Reports - New options to filter by Unit and Category.

• Purchase Orders / Transactions - New option to email purchase order to vendor by clicking email button. You must setup email settings under Administration / Defaults.

• Purchase Orders / Transactions - Corrected rounding error in item subtotal calculations.

ExpressRequest

• Requests - Units selected are now save by number rather than name. This avoids problems associated with identically named units. When creating work orders, ExpressMaintenance might get the incorrect unit when using name.

• Requests - ExpressMaintenance now logs the completion date in the requests when a work order is completed. Users can view the Completion Date field by adding it to the grid with the Grid Properties button in upper left corner of grid.

• Requests - Units drop down selection list now includes additional information.

• Requests - Grid now uses alternate row colors as defined by the user under Setup.

• Setup - New option to define alternate row color for main grid.

• Utilities / Connection Properties - Added option to copy results to clipboard to assist tech support.

• Maintenance / Units / Duplicating - Adjust to insure new services are created in order of the original.

• Maintenance / Work Order Overview - Corrected initial display of the calendar to current date.

• Maintenance / Service Overview - Corrected initial display of the calendar to reflect date selection.

• Maintenance / Units - Adjusted program to automatically update past work orders when a unit name is changed.

• Maintenance / Service Overview - Adjusted program to create services on work order in same order as they appear in Unit screen.

• Administration / Employees - Adjusted to recognize user site limitation on querying.
• Maintenance / Units - Corrected problem where on insert, screen defaults to vehicle tab.
• Maintenance / Units - Fuel Type field adjusted to full 25 characters in length.
• Maintenance / Units Services / Notes - Adjusted screen to save properly when notes are appended and no other editing takes place.
• Maintenance / Units / Services - Adjusted sort order of services to be by Scheduled Date, Record Number (order entered).
• Maintenance / Service Overview - Added options to select / unselect by Unit Type or Unit Category.

• General - Adjusted flash notification to use exact same search date range as the defaults for service overview screen.
• Administration / Defaults - Adjusted work order defaults to indicate the date range out for searching PMs due is for service overview and for flash notification.
• Maintenance / Work Orders - Adjusted to delete service item from history when the service item is deleted from work order.
• Maintenance / Work Orders - The services grid now includes a performed date per service. Rescheduling is based on this date or the Completed date if the performed date has no value. You must use grid properties to set this field to display and be active.

• General / Registration - Adjusted to use proper registration codes for unlimited users license.

• General - Adjusted status bar to include all boxes when in 800x600 resolution as well.

• Maintenance / Units - Corrected abbreviation of Kilometers causing error in next scheduled calculations.  New options under utilities to cleanup any Kilometers data.

• Administration / User Accounts - Corrected checkbox for cost center to work properly.

• Administration / User Accounts - Corrected checkbox for Rolodex to not change Administration items.

• Maintenance / Requests - Adjusted requests tab to not be available if not licensed for ExpressRequest.

• General - User login name and password is no longer case sensitive.

• Parts Inventory / Receiving / Search - Now allows for search by part number or name.

• Purchase Orders / Transactions / Search - Now allows for search by part number or name.

• Purchase Orders / Printing - Adjusted to recognize user permissions for reporting.

• Maintenance / Units / Service History - Corrected to record net hours per service rather than total work order hours.

• Parts / Receiving - Corrected error on importing from POs when part number was not a valid numeric value.  Part number can now be any string of characters.

• Parts / Receiving - Adjusted to re-compute all taxes on post if user changes tax rate in header of transaction.

• Purchase Orders / Transactions - Adjusted pick list to allow proper selection when multiple parts have identical names.  User defines the selection / sort field under Utilities.

• Purchase Orders / Transactions - Adjusted to re-compute all taxes on post if user changes tax rate in header of transaction.

• General - Adjustments to splash and registration screens for proper display on all computers.

• Purchase Orders / Transactions - Improved display / updating of primary screen when records are scrolled in the search screen.

• Maintenance / Service Overview - New calendar function to allow for easier selection of date ranges.

• Maintenance / Work Order Overview - New calendar function to allow for easier selection of date ranges.

• Maintenance / Work Orders - Part Number field is now available for display / selection in the parts section of the work order.

• Maintenance / Work Orders - New Performed date field in the services section of the work order allows for performed date in addition to work order scheduled and completed dates.

• Maintenance / Reports - Changed Employee Services & Time report to use new Performed date in the work order services.

• Maintenance / Work Orders - Added display field of parts cost in parts detail grid.

• Maintenance / Work Orders - Added separate performed date in services and parts detail grids.

• Maintenance / Work Orders - Adjusted read only lookup fields for users who cannot update multiple tables in SQL.

• General - Units selection list now includes optional field to indicate if unit is In Warranty and optional Warranty End Date.

• General - New splash and registration screens.

• Purchase Orders / Transactions - Adjusted parts lookup to utilize the setup list and search on first field in pick list.

• Purchase Orders / Transactions - Adjusted lookup lists to properly allow entry of items not in parts inventory.

• Parts / Inventory Analysis - Minor cleanup of report filters and grid listing of work orders associated with each part.

• Parts / Inventory Analysis - Minor cleanup of work order and receiving reports.

• Parts Inventory / Parts Items - Adjusted to default Startup Quantity and Quantity On Hand to zero if the field values are null. A null value prevents inventory Quantity On Hand from updating properly.

• Parts Inventory / Parts Items / Sources - Added a Vendor Number field for the vendor's part number in the list of sources for a part.

• Maintenance / Units / Sources - Added a Vendor Number field for the vendor's part number in the list of sources for a unit.

• Maintenance / Work Orders - Minor cleanup of the parts selection pick list.

• Parts Inventory / Receiving / Printing Document - Correct corrupted report definition file in last release.

• Parts Inventory / Analysis - Added button to recalculate inventory and update the Parts table Quantity On Hand.

• Parts Inventory / Parts Items - Added field for Startup Quantity used in recalculating inventory balance.

• Parts Inventory / Receiving - Corrected problem with detail records not updating quantity on hand, bug caused in last release.

• Maintenance / Work Orders - Corrected problem with detail records not updating quantity on hand, bug caused in last release.

• Purchase Orders / Transactions - Adjusted to auto display information when valid Vendor Number, Part Number or Description is entered in parts / items section. Previously had to be selected from the pick list to auto display information.

Administration

• Administration / General - Corrected to allow creation of additional databases with different parameters.

• Administration / Codes - Activated on hints in data navigator toolbar.

• Administration / Companies - Added ability to email company contacts directly from the screen.

• Administration / Defaults - Arranged sections alphabetically.

• Administration / Defaults / General Info - Option to select your logo file to be displayed in main screen when program opens.

• Administration / Defaults / Parts Defaults - New option to add characters to be automatically inserted as a part number prefix.

• Administration / Defaults / Units Defaults - New option to add characters to be automatically inserted as a unit number prefix.

• Administration / Defaults / Work Order Defaults - New option to limit selection list to matching category of Units.

• Administration / Employees - Added ability to email employees directly from the screen.

• Administration / Employees - Short Name field replaced with Full Name with 35 character length.

• Administration / Locations - New company field to associate sites with companies table allowing tracking of third party equipment.

• Administration / Registration - Registration codes now based on licensed concurrent users (requires new registration code if greater than 5 users).

• Administration / Registration - Screen now show available user slots based on license and the number of user slots currently used.

• Administration / User Accounts - Now allows for None, Read Only, Read & Write and Full Access to each screen and screen sub-sections.

• Administration / User Accounts - Expanded user setting for controlled access to Units and Parts tabs.

• Administration / User Accounts - Expanded user settings for limiting user access to work orders assigned to them.

Maintenance

• Maintenance / Reports - Unit pick-list is now based on the Units Lookup Setup (see Utilities).

• Maintenance / Reports - New reports for Associated Parts, Units Expense Detailed Work Orders and Unit Detailed Services.

• Maintenance / Reports - Report filters now only reflect in report header if they were actually passed as a filter.

• Maintenance / Units - Attachment pick-list is now based on the Units Lookup Setup (see Utilities).

• Maintenance / Units - Increased unit number field to 25 characters.

• Maintenance / Units - Changed unit number field to allow alpha numeric characters rather than just numeric only, with optional automatic prefix (see Administration).

• Maintenance / Units - Changed initial unit query to be based on sort defined in Administration / Defaults.

• Maintenance / Units / Attachments - Improve right-click jump to interface.

• Maintenance / Units / Attachments - New report and button to print a list of attachments for a Unit.

• Maintenance / Units / Find - Added additional optional fields for searching.

• Maintenance / Units / Sources - Improve right-click jump to interface.

• Maintenance / Units / Service History - Added Labor Hours to table and grid.

• Maintenance / Units / Service History - Added right click option to jump to work order.

• Maintenance / Units / Parts - New tab allows for association of parts to units.

• Maintenance / Units / Pictures - Corrected problem of picture paste not working immediately after inserting a new unit record.

• Maintenance / Units / Scheduled Services (PMs) - Tab name changed to Services (PMs) for space conservation.

• Maintenance / Units / Services (PMs) - You can now insert the same service twice based on different period / intervals and the system will update both. This allows you to have a service based on a count or date whichever comes first. When one is completed, both will be updated.

• Maintenance / Service Overview - Adjusted to allow display of Unit Number field in grid.

• Maintenance / Work Orders - Work order printing now gives optional preview or print directly.

• Maintenance / Work Orders - Selection list of parts is now set under Utilities / Parts Lookup Setup (see Utilities).

• Maintenance / Work Orders - New options to select Parts & Services limited to category of Unit, helpful if you use same categories for each.

• Maintenance / Work Orders - Employee field increased in length to match new Full Name field in employee table.

• Maintenance / Work Orders / Find - Added additional optional fields for searching.

• Maintenance / Requests & Work Orders - Adjusted to not show work orders tab if permission is only granted to Requests.

•  

Parts Inventory

• Parts Inventory / Inventory Analysis - New screen to view inventory activity for date range and print applicable reports.

• Parts Inventory / Parts - Replacement pick-list is now based on the Parts Lookup Setup (see Utilities).

• Parts Inventory / Parts - Increased part number field to 25 characters.

• Parts Inventory / Parts - Changed part number field to allow alpha numeric characters rather than numeric only, with optional automatic prefix (see Administration).

• Parts Inventory / Parts - Corrected problem of source and attachment records not being deleted when part record is deleted.

• Parts Inventory / Parts / Attachments - Improve right-click jump to interface.

• Parts Inventory / Parts / Sources - Improve right-click jump to interface.

• Parts Inventory / Parts / Units - New tab allows for association of parts to units, same data available in Units screen.

• Parts Inventory / Parts / Find - Added additional optional fields for searching.

• Parts Inventory / Reports - Part pick-list is now based on the Parts Lookup Setup (see Utilities).

• Parts Inventory / Reports - New report to list of units associated with a part.

• Parts Inventory / Reports - Improved parts receiving document and summary reports.

• Parts Inventory / Reports - Report filters now only reflect in report header if they were actually passed as a filter.

• Parts Inventory / Receiving - Part pick-list is now based on the Parts Lookup Setup (see Utilities).

• Parts Inventory / Receiving - Adjusted to read corresponding PO record and match parts items and insert data on button click.

Purchase Orders

• Purchase Orders / Transactions - Adjusted screen to allow item selection by Part Number, Vendor Number, Description or by typing a description of something not in Parts table.

• Purchase Orders / Transactions - Adjusted PO document to join on new fields as required by new features.

• Purchase Orders / Reports - New purchase order document report based on new join fields.

• Purchase Orders / Reports - Report filters now only reflect in report header if they were actually passed as a filter.

Miscellaneous

• General / Help - Help file has been reviewed and improved. Help buttons now appear throughout the system to call context sensitive help.

• Utilities / View Connection - New option to view connection properties including MDAC version, server, etc.

• Utilities / Setup Lookup Lists - New submenu for defining field order and sort for unit & parts lookup lists.

• Utilities / Rolodex - Added ability to email employees directly from the screen.

• Utilities / Rolodex - Added ability to explore website directly from the screen.

ExpressRequest

• ExpressRequest - Added time stamp to date requested field.

• ExpressRequest - Adjusted report generation to only include the records for the applicable user.

• General - New improved main toolbar with right-click user definable properties.

• General / Report Lists - New right click popup menu option to delete reports.

• Administration / Companies - Increased address field lengths to 50 from 35.

• Administration / Companies - Changed to not auto create a blank company address record when entering a new company, caused confusion.

• Administration / Backup - Adjust backup option to allow clients to perform remote backup of server database.

• Administration / Restore - Corrected restore error caused in release 5.3.4.7.

• Maintenance / Units / Scheduled Services / Complete Service - Corrected non-edit mode error being displayed.

• Maintenance / Units / Attachments - Corrected error on drop down of Valve Type and Operator fields.

• Maintenance / Service Overview - Corrected Site / Location selection to provide correct list of locations after site is selected.

• Maintenance / Service Overview - Added Unit Serial Number, Site, Type, Make & Model to available list of fields in grid.

• Parts - Adjusted to only display applicable tabs based on user security setup.

• Parts / Overview - Added CategoryID to the list of sort / lookup fields.

• Parts / Receiving - Adjusted receiving details to include all fields on screen.

• Parts / Receiving - Now automatically closes purchase orders when posting receiving record if applicable.

• Parts / Receiving - Added button to auto populate receiving record from purchase order data.

• Parts / Receiving / Find - Improved search and sort capability.

• Parts / Receiving - Adjusted to use setting in Defaults / Parts Defaults to determine order and selection field.

• Parts / Reports - Corrected to properly include Category ID in the report filtering.

• Purchase Orders / Transactions - Corrected problem of total doubling for each blank line entered.

• Purchase Orders / Transactions - Now automatically closed and accessible from the Parts / Receiving screen.

• Purchase Orders - Adjusted to use setting in Defaults / Parts Defaults to determine order and selection field.

• Purchase Orders / Reports - Adjusted to properly transfer selected status filter to reports.

• Administration / Codes - Removed edit mask to allow any characters in code fields.

• Maintenance / Units / Search Screen - Corrected misspelled CategoryID field which caused error when searching on that field.

• Maintenance / Units - Changed to not auto select entire Unit Name field when screen opens.

• Administration / Codes - Corrected in ability to use numbers in codes.

• Administration / Codes - Corrected column display problem when using Windows XP interface.

• General - Adjusted all screens and dialogs windows for proper display when using Windows XP interface.

• General - Adjusted all drop down lists of codes to auto select as user types values.

• Maintenance / Reports - Work Order reports adjusted to show text box at bottom of report, added scheduled date and blank for completed date.

• Maintenance / Reports - Adjusted to allow range of work orders to print.

• Maintenance / Service Overview - If creating invoice, you can now leave scheduled date blank and work order will be created using scheduled date of the first service on the work order.

• Maintenance / Service Overview - Corrected search which was including services beyond the thru date selected.

• Maintenance / Service Overview - Trapped error handling on search when Sites & Locations are not properly setup.

• Maintenance / Work Orders - Corrected problem of Service / Labor getting clipped on reports.

• Maintenance / Units - Increased Unit Number field to 15 characters.

• Maintenance /Units / Assigning Services - Removed count warning dialog box. User should set unit count before assigning services to the unit if applicable.

• Unit Types setup screen has been removed.  Unit Types are now handled under the Codes screen along with most other setup codes.  Applying standard services is now based on copying services from another unit (see below).
• Units Scheduled Services can now be copied from any other unit by clicking the Apply Standard Services button and selecting the desired unit from which to copy services.
• Parts screen now includes a grid for unlimited file attachments as available in Units.
• Units search screen has improved performance when searching and scrolling.
• Improved handling of importing & exporting report definition files.
• Corrected end of file error when last source or service item is deleted in Units screen.
• Corrected error generated in Request screen if user is limited to a site.
• Corrected error in duplicating units and the service items for the unit.
• Parts - Added ability to search by Category field.
• Maintenance / Service Overview - Added ability to include Location in search.
• Site / Location selection box - Improved the interface when a long list is present.
• Administration / Codes Screen - Corrected problem of column not appearing.

Notice: This release makes major database changes and improvements.  We recommend making a backup of your database before installing this update.  This release also uses all new reports.  See important notes under Reporting.

General

• New version of report designer and all new reports.  See important notes below under Reporting.

• New notification feature queries and flashes if services are due or new requests arrive from ExpressRequest.  You can setup which users see this.

• Full integration with new optional package ExpressRequest for non-maintenance users to submit maintenance requests.

• Improved help file includes new quick links section and improved topics.

• All grids now include properties button to select which fields will appear, order, width and title. Properties are stored per user in a local ini file.

• Popup hints on all buttons adjusted to display a shorter period of time to not hinder visibility of other screen components

• Barcode buttons now accesses barcode designer screen with unlimited capability for printing barcodes.

• All Notes fields now allow unlimited characters in data entry and printing.

• Newly redesigned report designer with many improvements.

• Report designer now prints more than 250 characters for note fields.

• All reports have been redesigned, polished and replaced.

• Reports no longer use temp files making them easier to edit.

• Report filters are now cleared before running reports avoiding problems with accidental saving of report filters.

• Report designer help is now separate within the report designer.

• Important Note: All reports have been replaced with new and better reports.  This includes work order forms.  If you have made custom changes to any reports, you will need to make those changes again.  You old reports still exist and there is an option to Import Reports under the main Navigate menu.  However, old reports that use the work order tables will not import due to database structure changes.

• Codes - New codes setup screen for maintaining picklist of codes for numerous general areas.

• Codes - New codes screen now allows for creating picklists for Units user definable fields.

• Codes - New codes screen now allows for creating picklists for shipping methods, employee positions, and several other fields that did not previous support selection lists.

• Defaults - New setup fields under Units, Work Orders and ExpressRequest.

• Defaults - Now allows for setup of which work order formats to use and select from at print time.

• Defaults - Allow for setup of default days and count for the services overview screen & notification.

• Users - New settings to indicate if user has permission to edit / save reports.

• Users - Less permission options since most codes are now handled under new Codes screen rather than separately.

• Users - New field for setting access permission to Update Counts screen.

• Users - New fields to indicate which uses will see the Services & Requests notification indicators at the bottom of the screen.

• Device tab has been renamed Attachments tab.

• New attachments tab now supports attaching of unlimited external files (example Word, Excel, etc). Set path in Defaults.

• Count field and Update Counts screen now include a corresponding date to be associated with the current count field.

• Downtime screen now allows for selection of a code as setup under Administration / Codes.

• New fields for electrical Phase and Horse Power under Attachments tab.

• Barcode button now accesses barcode designer screen with unlimited capability for printing barcodes.

• User Definable fields now allow for setup of optional selection lists.  Selection lists are setup under Administration / Codes.

• User Definable fields increased to 25 characters in length.

• Improved pasting and handling of unit picture.

• Misc. fields such as Body Type, Chassis Type, etc. now support optional selection list setup under Administration / Defaults.

• Service Overview - Date range and count now defaults to values setup under Administration / Defaults.

• Requests - New requests tab for interfacing with ExpressRequest and creating work orders from user maintenance requests.

• Work Orders - Checkbox in parts section allows selection of which parts are taxable.

• All printing of work orders now includes selection from 3 worksheet & 3 completed formats.

• Work order data storage has been simplified making reporting easier and no longer requiring temp tables.

• Report designer now prints full notes and is not limited to 250 characters.

• Options to select (pick) services for All, Unit, and Service Title.

• Added feature to declare the requester and work order category before creating work order(s).