ExpressMaintenance Release Notes

ExpressMaintenance Release 7.x marks another revolution in CMMS from Express Technology Inc.  Check out the latest improvements below.

 

Release 7.3.3.1

  • General - Added a text only field for each notes field in the system for the purpose of exports.
  • Admin / Defaults / Data Formatting Defaults - Added a utility for populating the text only fields of notes for records entered in the past. Future records are updated when they are posted.
 Release 7.3.2.4
  • Maintenance / Units / Services (PMs) - Added new option for service renewal basis.  The new option is Work Order / Manual (WOM).  If this option is selected, the scheduled date will not be automatically calculated upon post of the service in the Unit screen.  This means it is dependent upon the user to manually select the next scheduled date of the service.  However, if a work order is completed for the service in the Work Order screen, the next scheduled date will be calculated and changed based on the service schedule logic. Again, it will be up to the user to override the next scheduled date in the Unit screen if desired.
 Release 7.3.2.3
  • General - Correct procedure that checks for nulls to catch fields with nothing but a space in them.
  • Admin / Companies - Corrected issue where a new company can accidentally be populated to parts and units vendor and manufacturer fields.
Release 7.3.2.2
  • Purchase Orders - Adjusted to exclude inactive employees from lookup list of requesters.
  • Purchase Orders - Adjusted length of PartNumber field to match database table of 50.
  • Maintenance / Units / Services / Parts - Adjusted so that parts count is correct when a part is deleted from services.
  • Maintenance / Units - Adjusted so that when a unit is deleted, the parts associated with a service are deleted as well.
  • Maintenance / Units - Adjusted so that when a unit is deleted, the parts associated with a service are deleted as well.
  • Utilities / Run SQL Statement - Added ability to press F5 (standard) to execute SQL statement.
Release 7.3.2.1
  • Utilities / Run SQL Statement - Added ability to run select statements and view results.
  • Utilities / Run SQL Statement - Added ability to export query results to various formats.
  • Utilities / Run SQL Statement - Inserted example SQL script for backup script.
  • Units - Converted Volts field from numeric to string type for convenience.
  • Units - Converted Amps field from numeric to string type for convenience.
  • Work Orders - Added Vendor, Manufacturer and Mfg Number to optional grid fields for parts.
  • Work Orders - Adjusted parts section so that if Canceled box is checked on part, it does not affect inventory of that part.
Release 7.3.1.1
  • Parts / Inventory Analysis - Added option to adjust Quantity On Hand for all parts or the selected part only.
  • Parts / Reordering - Corrected issue with SQL compatibility modes not all working with reordering query (would not always exclude closed POs).
Release 7.2.8.2
  • Utilities / Run External Application - New option for running utilities that might be available.  Automatically passes SQL Server and Database info to the utility.
Release 7.2.8.1
  • Purchase Orders / Closing - Added additional fields to query in column list.
  • Purchase Orders / Transactions - Adjusted to default QuantityReceived field to zero value rather than Null.
  • Parts / Transaction - Added feature to check on insert for possible duplicate part number or vendor part number already in system.
  • Parts / Receiving - Corrected issue of receiving records not updating PO QuantityReceived field.
Release 7.2.7.1
  • Admin / Defaults - Added field under Email defaults for different subject line for RFQs.
  • Admin / Defaults - Added field under Email defaults for different body text for RFQs.
  • Admin / Defaults - Added field under Email defaults for different copy to list for RFQs.
  • Purchase Orders / Transactions - Adjusted code to use email defaults on RFQs.
  • Purchase Orders / Transactions - Added field for Invoice in master and detail section.
  • Units - Added field under Sources tab for equipment termination date.
  • Units - Added field under Sources tab for equipment sold price.
  • ExpressRequest - Added ability to select Sub-Requester from selection list.
.Release 7.2.3.3
  • General - Adjusted Help / Weblinks to point to new URLs of website.
  • Units & Update Counts - Corrected issue of new units not showing up in update counts screen.
  • Purchase Orders - Added MaxOnHand field to available fields for parts purchse pick list.
Release 7.2.3.1
  • Purchase Orders - Added 3 reference (text) and one reference date field to the detail table.
  • Work Orders - Adjusted so that a request priority automatically carries over to work order priority.
Release 7.2.2.6
  • Purchase Orders - Adjusted duplicate function to turn not duplicate closed status and dates.
Release 7.2.2.4
  • General - Modified to allow for easier creation of initial databases with various versions of SQL Server.
  • Help System - Improved documentation of installation and database creation.
  • Admin / Test Connection - Adjusted screen for easier use for testing connections to SQL..
  • Admin / Defaults / Data Formatting Defaults - Added option to create additional databases.
Release 7.2.2.3
  • Purchase Orders - Corrected issue of all detail line items not showing when PO is initially queried.
Release 7.2.2.2
  • General / Report Builder - When outputting to pdf file, notes were presented as image rather than metafile data thereby making them where they could not be copied. This has been corrected.
Release 7.2.2.1
  • Maintenance / Units - Added a Work Orders tab to units screen to view work orders associated with the unit and option to right click to jump to the work order.
  • Maintenance / Units / Work Orders - New report to list work order services for the selected unit.
  • Maintenance / Units - Added Refresh Data button on applicable tabs to allow user to quickly refresh the query rather than having to change tabs and back.
  • Parts - Added Refresh Data button on applicable tabs to allow user to quickly refresh the query rather than having to change tabs and back.

Release 7.2.1.1

  • Admin / Defaults Work Orders Defaults - Added option to have program adjust unit history when a completed work order is edited to a different unit.

Release 7.1.9.3

  • Misc - Removed debugging function that writes SQL statement to a text file on c drive.

Release 7.1.9.2

  • Corrected issue of SQLRuns table not being created thereby making the option under Utilities / Run SQL Statement non-functional. Problem is corrected. Note, users must have permission setup to use this function. This is setup under Admin / User Accounts.

  • Parts / Reports - Added option to filter parts reports by Type as well as Category.

  • Maintenance / Reports - Corrected problem of requester selection being passed as a parameter to the employee field.

  • Maintenance / Work Orders - Adjusted to recognize the labor rate markup / markdown percentage for customers / vendors with such an adjustments under Admin / Companies.

Release 7.1.8.1

  • Admin / User Accounts - Added option to set each users email window to use Report Builder or Email Client.

  • Admin / Manage Required Fields - Added code to prevent user from selecting a invalid table / field combination.

  • Maintenance / Units - Added code to prevent user from making invalid selection on screen layout design.

Release 7.1.7.6

  • Purchase Orders / Emailing - Removed reference to ExpressMaintenance in the From line.

  • Parts / Re-Ordering - Corrected issue where parts on order quantity was not reflected in search results.

  • Maintenance / Reports - Added Requester to selection list of report parameters.

  • Purchase Orders / Transactions - Corrected issue of error when duplicating a PO.

  • Report Builder - Incorporates several minor bug fixes from newest release of Report Builder 12.04.

Release 7.1.7.3

  • General - Adjusted program to expand year options on all date selection fields.

  • Report Builder - Incorporated new release of Report Builder 12.03 into application with several new features as shown below:

Designer

• When copy/paste elements from one region to another, honor relative position.

• RTF Editor. Fixed autocompletion behavior for RTFEditor's FontName combobox.

• Label Wizard. Label Wizard not working correctly when decimal separator not '.'

• Report Wizard. Generated layout did not always honor the selected field order.

• Workspace. Sometimes dragging a Region, the contained Label did not move with it.

• Toggling from Design to Preview did not disable the design menu.

• Fix for case when linked DADE pipeline is used by code, but not report layout.

• DBImage component now includes option for AutoDetect of GraphicType property.

Output

• Email. RB 11 patch that suppresses autosearch dialog was not included for RB 12.

• File groups. Fixed file path name logic for case when custom file per group specified.

• Preview. Viewer popupmenu was not displaying.

• Metagraphics. Fix for range check error that can occur processing EMR SetBkMode

• Print/Preview. Fix for full text justification on Win7 and Vista

• PDF. Center, Right, and Full justified memos were not displaying correctly.

• PDF. Some fonts that don't need special bold/italic processing were being processed.

• PDF. Metafile to bitmap conversion sometimes causing an AV.

• PDF. Clear shapes/regions were being rendered, potentially covering up other elements

• PDF. Merging reports into single PDF produces an empty file if any report has no data.

• RTF. Enhanced horizontal and vertical spacing accuracy when exporting text elements

• TXT. Fix for exporting wrapped text to Report Emulation Text file.

• TXT/XLSData. By default only export detail elements for the main report.

• TXT/XLSData. Fix for exporting master/detail to XLSData and TextFile

• XLS. Fixes to better handle numeric/date cell values that contain empty string values

• XLS. Fix for exporting DBCalc with LookAhead

• XLS. Fix for exporting Variable with LookAhead

• XLS. Fix for range check error

• XLSReport. Fix for case in which font height is smaller than default row height.

SQL

• Optimization for EditSQLAsText. Generate SelectFields on demand.

• Backward compatibility, allow search value of the form ':12345'

• Fix to restore search criteria date formatting logic

Release 7.1.7.2

  • Admin / Defaults / Email Defaults - Activated the new field for linking the outgoing email to IP address.

  • Parts Inventory / Parts Re-Ordering - Corrected problem on query not returning all records in certain instances where joining POs are not found.

Release 7.1.7.1

  • Admin / Defaults / Email Settings - Added setup field for Email Sender IP which will be used as the Bound IP for outgoing messages.  If left blank, the message will be send via the workstation IP address.  This feature is helpful for allowing exceptions to security software to allow emails from a specified IP address.

  • Admin / Defaults / Work Order Defaults / General Settings - Added option to show or not show employee labor rate on employee selection list in work order screen.

  • Admin / User Accounts - Added option to limit user access to work orders of their assigned work group under Admin / Employees.

  • Admin / User Accounts - Added option to allow / disallow user to run SQL statements.

  • Admin / Services - Added feature to auto update unit services and work orders when a service name has been altered.

  • Utilities - Added option to write, save and run SQL Statements from within application.

  • Help / Application Help - Added report builder help to menu option rather than sub section of ExpressMaintenance Help.

  • Maintenance / Work Orders - Added feature to use new user prmissions if the user has access to work orders of their assigned work group.

  • Maintenance / Work Orders - Now record hidden fields CreatedUser and CompletedUser to track who created and completed work orders.  Fields are available for reporting but not displayed in screen.

  • Maintenance / Work Orders - Added total field to sum LaborEstimate values from services detail section.

  • Maintenance / Work Order Overview - Added total field to sum LaborEstimate values from services details of work order.

  • Maintenance / Requests - Added button for instant jump to work order assigned to the request.

  • Maintenance / Units - Added field to have a unit inherit unit counts from its parent (Attached To) unit.

  • Maintenance / Units - Added code to automatically update attached units when new count is entered on the parent unit in the units screen..

  • Maintenance / Update Counts - Added code to automatically update attached units when new counts are entered on the parent unit in Update Counts screen.

  • Maintenance / Work Orders - Changed program so that when a service is deleted or canceled, the user is prompted to remove any parts associated with the service.

  • Maintenance / Service Overview - Correction of problem of search by service category not working.

  • Maintenance / Reports - Added RequestedDate to list of date parameters for reports.

  • Maintenance / Reports - Adjusted to have parameters to pass to query names of WorkOrders, UnitTotals & GrandTotals for enhance report selection.

Release 7.1.6.1

  • Admin / Backup & Restore - Minor cleanup in the restore feature to better report any SQL error.

  • Maintenance / Work Orders / Print - Minor cleanup of print screen.

  • Admin / Defaults / Email Defaults - Added option to designate that email server requires secure password authentication (SPA)).

  • Purchase Orders / Reports - Added option to print by PO number range.

  • General - Incorporated version 12 of Report Builder with several new features.  See link at http://www.digital-metaphors.com:8080/General/What's_New/RB_12.

  • General - Added options for exporting report data and document with more flexibility.

  • Maintenance Reports - Added parameter for Unit Number for report.

  • General - Minor adjustment to connection to SQL server to allow for Windows Only connections when specified.

  • Utilities / View Connection Properties - Added ability to view the SQL data file size and growth settings.

Release 7.1.5.1

  • Maintenance / Work Orders - Corrected problem of email not sending to more than one CC address entered.
  • Purchase Orders / Transactions - Corrected problem of email not sending to more than one CC address entered.
  • Administration / Companies - Added field of 50 characters for Account Number.
  • Purchase Orders / Transactions - Added display of Unit name and number in detail section if unit is selected.
  • Parts / Receiving - Adjusted vendor drop down list to properly use the Vendor lookup list as setup under Utilities.

Release 7.1.4.12

  • Maintenance / Reports - Added filter to pass dates to additional query named "Summary1" for reports including a sub report or summary area.

  • Maintenance / Units / Lease & Warranty tab - Changed name of Owned / Leased field to Ownership.

  • Maintenance / Units / Lease & Warranty tab - Added options to selection for Rental and Sold.

  • Parts / Reports - Added filter to pass dates to additional query named "Summary1" for reports including a sub report or summary area.

  • Purchase Orders / Reports - Added filter to pass dates to additional query named "Summary1" for reports including a sub report or summary area.

Release 7.1.4.10

  • Admin / Backup & Restore - Correct issue of restore failing on Vista and cleaned up message text.
  • Purchase Orders - Corrected issue of purchase order printing unit name even after unit reference is removed.

Release 7.1.4.9

  • Maintenance / Work Orders / Email WO - Added code to show error if user is unable to write to the Exports subfolder for exporting report to pdf file.

  • Purchase Orders / Transactions / Email PO - Added code to show error if user is unable to write to the Exports subfolder for exporting report to pdf file.

  • Maintenance / Reports - Added Work Order Class to options of filtering report.

Release 7.1.4.8

  • General / Report Builder - Corrected issue of email button not always beign visible to email report via pdf file.

  • Maintenance / Work Orders - Expanded width of Unit Name field to display more characters.

  • Maintenance / Work Order Overview - Expanded width of Unit Name field to display more characters.

Release 7.1.4.7

  • General / Report Builder - Corrected issue of email button not always being visible in preview.

  • Maintenance / Work Orders - Improved length of Unit Name field to display more characters.

  • Maintenance / Work Order Overview - Improved length of Unit Name field to display more characters.

Release 7.1.4.6

  • Service Notification - Added feature where when program checks services due and services are found due, it will play a wav file. If a wav file by the name of 'ServiceAlarm.wav' is in the same folder with Maintenance.exe, the program will play the file when services are due. Any wav file can be placed in the folder with Maintenance.exe and named 'ServiceAlarm.wav'. See Tech Bulletin 5.9 on our website for more details.
  • Request Notification - Added feature where when program checks for incoming requests and request are found, it will play a wav file. If a wav file by the name of 'RequestAlarm.wav' is in the same folder with Maintenance.exe, the program will play the file when new requests arrive. Any wav file can be placed in the folder with Maintenance.exe and named 'ActiveAlarm.wav'. See Tech Bulletin 5.9 on our website for more details.
  • General - Added right click menu option on incoming requests and services to check now.
  • Maintenance / Units / Service History - Corrected issue where if identical service history items existed, one could not be deleted.
  • Maintenance / Work Orders - Adjusted code to update unit's count based services when a work order is posted with a higher current count. Previously, the unit's count was being updated but not the actual services. Corrected error generated by SQL.

Release 7.1.4.5

  • Maintenance / Work Orders - Adjusted code to update unit's count based services when a work order is posted with a higher current count. Previously, the unit's count was being updated but not the actual services.

  • Maintenance / Service Overview - Corrected problem of ambiguous column name error when sorting on certain fields.

Release 7.1.4.3

  • Maintenance / Work Orders - Adjusted Requester pick list to include all requesters and employees.

  • Admin / Employees - Misc. cleanup of field alignment on screen.

  • ExpressRequest - Help file is now in .chm format to comply with Windows 7.

Release 7.1.4.2

  • Maintenance / Requests - Adjusted report parameters to limit site if employee has Site limitation.

  • Maintenance / Work Order Overview - Corrected issue of search not using default search order as setup under Admin / Defaults / Work Order Defaults.

Release 7.1.4.1

  • Admin / Manage Required Fields - Added option for numeric fields to include setting of Not Zero to require a value other than 0 (example Downtime).

  • Maintenance / Work Order Overview - Adjusted to make WO Class filter to default to '<All>'.

Release 7.1.3.1

  • General / Reporting - Improved output options for reports.

  • General - Corrected issue of data navigator buttons sometimes becoming invisible.

  • General - Corrected problem of cursor showing hourglass when required fields are not entered.

  • General - Adjusted to include field name when passing report filters to params.

  • Admin / Defaults / Units Defaults - Added option to indicate if InActive Units should be included in query by default.

  • Parts Inventory / Parts - Added the ability to view other important fields about a selected unit.

  • Reports - Corrected issue with emailing reports from preview tab.

  • ExpressRequest - Implemented new features recently added to ExpressMaintenance where admin user can specify required fields.

Release 7.1.2.11

  • General / Reporting - Improved output options for reports.

  • General / Reporting - Incorporated new version 11 of Report Builder.

  • Maintenance / Service Overview - Corrected ambiguous column name error on SQL 7 databases.

  • Parts / Receiving / Importing - Adjusted to better report error when missing vendor info.

Release 7.1.2.7

  • Maintenance / Service Overview - Corrected issue of not being able to sort on any lookup fields derived from Units table (example: Site, Make, Model, Type, etc).

  • Parts Inventory / Re-Ordering - Improved outer joins of query to allow for POs more efficiently and accurately. Corrects problem of some parts not showing up for reordering.

  • General - Corrected problem of not being able to email certain documents such as POs due to report device changes.

  • Parts / Receiving - Misc. cleanup of import routine when importing from csv file created by barcode reader.

  • General - Improved pdf output of reports to allow pdf to be viewed via cell phones.

  • General - Corrected issue created in previous release where Purchase Orders and Work Orders could not be created for emailing.

Release 7.1.2.3

  • General - Misc cleanup of minor display issues.

  • General - Removed unnecessary button on Connection Screen.

  • General - Corrected option under Utilities / Application Properties to allow for no-prompt exit of program.

  • General - Enhanced report output and export options now available as separate buttons when previewing a report.  Options are no longer available under Print to File in Print Dialog.

  • Parts / Parts Items - Corrected problem of data navigator disappearing.

  • Maintenance / Units - Increased serial number field to 50 characters.

  • Maintenance / Units - Increased VIN number field to 50 characters.

  • Maintenance / Work Orders - Corrected problem of data navigator disappearing.

Release 7.1.1.1

  • General - All data entry screens now check for required fields based on Administration setup.

  • General - Most data entry screens now allow for searching on any field in the database table.

  • General - User passwords are now encrypted in the database.

  • General - Added SQL authentication mode to connection properties.

  • General - All popup menus improved in appearance and selection features.

  • General - Adjusted to add .xls extension on files when exporting reports to Excel.

  • General - Email screen now includes checkbox to auto close the form after email is sent.

  • Administration / Manage Required Fields - Allows administrator to setup table fields that are to be required.  Screens will check upon post and if any required fields are empty, it will require user to enter them.

  • Admin / Defaults / Work Order Defaults - Added option to lock work order numbers to keep employees from changing work order numbers.

  • Administration / Defaults / Work Order Defaults - Added option to set default sort order for Work Order Overview screen.

  • Administration / Defaults / Email Defaults - New setup field to set the email port number to be used when emailing. Default is 25, but 26 may be required for some email servers.

  • Administration / Defaults / Email Defaults - New setup fields for emailing requests to designated recipients and / other unit recipients.

  • Administration / Manage Connection - Added feature to search for available SQL Servers on the network.

  • Administration / Manage Reports - Now includes right click menu option to export all reports to a separate file in specified folder.  This option is convenient for backing up all report templates.

  • Administration / User Accounts - Added option to inherit authorizations for the current user from an existing user.

  • Administration / User Accounts - Added field for User Group as setup under codes.

  • Administration / User Accounts - Added option to apply current user authorizations to all users of the same User Group.

  • Maintenance / Reports - Added report filter for Work Order Source to limit records by source (Request, PM, or Manual).

  • Maintenance / Units - Service History tab now includes work order notes and other key fields from work order in addition to ability to view / jump to work order.

  • Maintenance / Units - New field for Attachment Description in attachments tab.

  • Maintenance / Units - Now allows for searching on any field in the Units table.

  • Maintenance / Units - Corrected problem when pasting a picture immediately after inserting a new unit.

  • Maintenance / Units Overview - Adjusted query to exclude inactive Units.

  • Maintenance / Service Overview - Added option to limit services due by Service Category.

  • Maintenance / Service Overview - Added option to limit services by the service period as setup for each unit.

  • Maintenance / Work Orders - Corrected issue in Downtime Reason where selecting Manage Codes did not work.

  • Maintenance / Work Orders - Added right click option to Jump To Request when the work order is associated with a request record.

  • Maintenance / Work Orders - Added Start Date field to allow tracking of time from start to finish of work order.

  • Maintenance / Work Orders - Added field for WoSource to determine work order origin of Manual, Request or PMs.  This is helpful for generating reports of work orders by source.

  • Parts Inventory / Parts - New field for Attachment Description in attachments tab.

  • Parts Inventory / Parts - Now allows for searching on any field in the Parts table.

  • Parts Inventory / Parts - Corrected problem when pasting a picture immediately after inserting a new part.

  • Purchase Orders / Transactions - Minor cleanup of data screen.

  • Purchase Orders / Transactions - Added right click option to jump to work order.

  • ExpressRequest - Reactivated option of having the program run in the system tray.

  • ExpressRequest - Priority Codes are now user definable in ExpressMaintenance under Administration / Codes / Priority - Requests.

  • ExpressRequest - Other minor corrections with changing requesters within the program.

  • ExpressRequest - Added new field for SubRequester or Operator.

  • ExpressRequest - Added new Reference field for misc use.

  • ExpressRequest - Added new SubStatus field for misc. use such as planning, parts on order, etc.

  • ExpressRequest - Added read only field to track windows login of original requester.

  • ExpressRequest - New feature allows ER to email unit and ER setup list when a new request is made. Setup options are in ExpressMaintenance under Administration / Defaults / Email Defaults.

Release 6.5.5.1

  • General - User passwords are now encrypted in the database.

  • General - Added SQL authentication mode to connection properties.

  • Admin / Defaults / Work Order Defaults - Added option to lock work order numbers to keep employees from changing work order numbers.

  • Maintenance / Work Orders - Added field for WoSource to determine work order origin of Manual, Request or PMs. This is helpful for generating reports of work orders by source.

  • Payables / Transactions - Minor cleanup of data screen.

  • ExpressRequest - Reactivated option of having the program run in the system tray.

  • ExpressRequest - Other minor corrections with changing requesters within the program.

  • Admin / User Accounts - Added tab to view / edit user form and grid definitions.

  • Maintenance / Work Orders - Corrected occasional error message on calculation of hours and labor rate.

Release 6.5.2.1  6/25/2009

  • General - Adjusted to allow for Windows only SQL logn authentication. See website tech bulletin 2.6 for details.

  • General - Adjusted to better report error on Windows SQL login authentication.

  • General - Adjusted to prevent error reporting if fails to write to user login activity.

  • Administration / Defaults / Work Order Defaults - Added option to allow editing of WO Number or not.

  • Maintenance / Work Orders - Added code to prevent editing of WO Number per setting in Defaults.

  • Purchase Orders - Added Locked field to Porders table for interface with other applications and preventing edit of PO.

  • Purchase Orders - Added LinkNumber field to POrders table for linking to other applications record number.

  • Purchase Orders - Added fields to detail line items for Quantity Received, Received Date, Receiving Record link.

Release 6.5.1.1  6/1/2009

  • Units - Added a plain text version of General Notes and SafetyNotes fields for users who export and/or interface with other applications.

  • Parts - Added a plain text version of Notes field for users who export and/or interface with other applications.

  • Purchase Orders - Added a plain text version of Notes field for users who export and/or interface with other applications.

  • Admin / Companies - Added a plain text version of Notes field for users who export and/or interface with other applications.

  • Note: The rich text version of these notes will be converted to plain text and stored into the plain text field that corresponds with the notes field.

Release 6.4.6.8  5/27/2009

  • General - Corrected issue of not always being able to Copy / Paste notes when not in full editor screen.

  • General - Adjusted SQL statements to support SQL Compatibility Mode 90.

  • Maintenance / Units & Work Orders - Removed debugging message when calculating next scheduled date.

  • Maintenance / Units - Adjusted scheduling formula to correct error in date computation on monthly services past 28th of the month.

Release 6.4.6.6  5/12/2009

  • Administration / Defaults / Data Formatting Defaults - Added option to view top CompanyID number.

  • Maintenance / Units / Services (PMs) - Adjusted rescheduling formula to properly handle services based on Days and Weekdays only.

  • Maintenance / Update Counts - Adjusted to recognize import tables with date field of different names.

  • Maintenance / Update Counts - Added options to check integrity of count numbers to insure valid values.

Release 6.4.6.3  4/23/2009

  • Purchase Orders / Transactions - Adjusted to allow duplicate PO numbers if desired under Defaults.

Release 6.4.6.2 4/9/2009

  • Administration / Defaults / Data Formatting Defaults - Added option to reset the next CompanyID number.

  • Administration / Defaults / Data Formatting Defaults - Added options to Shrink Database and Check Database.

  • General - Removed connection diagnostics option which was adding overhead to startup performance.

  • General - Adjusted PM rescheduling to allow for expanded use of SVS renewal.

  • General - Adjusted PM rescheduling by month to keep date and just increment rather than using 30 days.

  • Maintenance / Units / Services (PMs) - Adjusted dialog to allow for non-integer entry such as every 1.5 years.

  • Maintenance / Units / Parts Tab - Added Vendor Number and Mfg Number to the list of available fields for grid.

  • Maintenance / Units - Added warnings about deleting units and recommending changing status.

  • Maintenance / Requests - Adjusted to not allow a read only user to convert a request to a work order.

  • Parts / Parts Overview - Adjusted to make Quick Position work with the current sort field (column).

  • Purchase Orders / Transactions - Adjusted to better report error if PO number already used.

Release 6.4.6.1 2/18/2009

  • General - Added Horizontal scroll bars to all notes fields when text requires them.

  • General / Utilities - Added option to set lookup list properties for Manufacturer lists.

  • Administration / Companies - Added Manufacturer checkbox to seperate vendors frrom Manufacturers when desired.

  • Maintenance / Units - Changed Manufacturer pick list to select from companies checked as Manufacturers.

  • Parts / Parts Inventory - Changed Manufacturer pick list to select from companies checked as Manufacturers.

  • Parts / Parts Reports - Added Manufacturer to the options of report parameters.

  • Parts / Parts Reports - Corrected problem with vendor and category pick lists not working correctly when left blank.

Release 6.4.5.4 1/22/2009

  • Maintenance / Work Orders - Corrected problem of users not being able to edit notes on work orders assigned to them when user rights should allow it.

  • Maintenance / Work Orders - Corrected problem of permission ot edit notes being denied in certain circumstances.

  • Maintenance / Work Orders - Improved spacing of notes amended to a Request when a work order is assigned.

Release 6.4.5.3 1/21/2009

  • Parts / Reports - Added report search parameter option to pass Shelf & Bin to reports.

  • Maiintenance / Work Orders - Corrected error when a read only user attempts to view or edit notes.

  • Maiintenance / Units - Corrected error when a read only user attempts to view or edit notes.

  • Parts / Items - Corrected error when a read only user attempts to view or edit notes.

  • Purchase Orders / Transactions - Corrected error when a read only user attempts to view or edit notes.

Release 6.4.5.1 1/14/2009

  • General / Reports - Added feature in Preview tab to output raw data from query to various formats including Excel.

  • General / Grid Properties - Corrected issue with some fields not displaying in grids when selected in Grid Properties.

  • Administration / Defaults / Data Formatting Defaults - Option to auto convert all Bitmap images to JPEG.

  • Utilities / Set App Properties - Added option to set grid indicator color.

  • Utilities / Set App Properties - Adjusted to instantly reflect changes in any open forms.

  • Maintenance / Requests - Corrected error when clicking in white area out from request status.

  • Maintenance / Requests - Corrected typo in error when work order is not found.

  • Maintenance / Reports - Corrected problem of date filtering not passing to all reports.

  • Maintenance / Units - Added option to convert image from Bitmap to JPEG for consistent image formats.

  • Maintenance / Units / Find - Added option to search by Location as well as Site.

  • Maintenance / Units / Services - Added option to set a service to status of InActive.

  • Maintenance / Service Overview - Added option to include / exclude InActive services from query and report.

  • Maintenance / Work Order Overview - Added Class to search options.

  • Maintenance / Work Order Overview - Corrected problem with location selection not changing based on Site.

  • Maintenance / Work Orders / Search - Added WOClass and WOGroup to search options.

  • Maintenance / Work Orders - Added DateTime stamp for tracking when a work order is first posted as completed.

  • Maintenance / Work Orders - Adjusted so notes are read only when user does not have write or full permisson to WO.

  • Maintenance / Work Orders - Corrected issue where rescheduling services failed on certain services with SVS rescheduling logic when completed date preceeded scheduled date.

  • Maintenance / Work Orders / Email - Adjusted to populate email recipient of work order when emailing immediately after creating from request or service overview.

  • Parts / Inventory - Added option to convert image from Bitmap to JPEG for consistent image formats.

  • Parts / Inventory / Find - Added option to search by Location as well as Site.

  • Parts / Inventory / View Graphic - Corrected problem of parts graphic not displayed when part number has alpha numeric value.

Release 6.4.4.3 5/22/2008

  • General - Corrected problem with some notes fields not retaining hyperlinks and causing formatting codes to appear instead.

Release 6.4.4.1  4/10/2008

  • General - New LoginActivity table contains the login / logout activity of users. Administrators can generate reports and see who has been in and out of the software.

  • General - New option under Utilities / Set Application Properties allows users to set the font and font size to be displayed in grids.

  • Maintenance / Units - Added ability to search by FuelType, Location, LicenseNumber and Engine Number.

  • Maintenance / Work Orders - Added two new fields for further categorizing work orders. New fields are Group and Class. These fields use user defined lookup codes and can be used however desired.

  • Maintenance / Work Orders - Increased the size of the Notes field in work order screen.

  • Maintenance / Work Orders - Added auto populated field for created timestamp which contains the date and time the work order was first created.

  • Maintenance / Requests - Added auto populated field for created timestamp which contains the date and time the request was first created.

  • ExpressRequest - Added auto populated field for created timestamp which contains the date and time the request was first created.

Release 6.4.3.2  3/17/2008

  • General - Corrected programming error that prevents error messages from being displayed such as when a user posts the record and a required field is not entered.
  • ExpressRequest - Added option for uses to select Site and / or Location of 'All' to view all Units from all sites.

Release 6.4.3.1  3/13/2008

  • General - Adjusted email screen to properly format multiple email address in the To and Copy fields.

  • General - Adjusted email screen to move the Copy addresses to the To address field if it is empty.

  • Administration / Defaults / Work Order Defaults - New setup option for Default PMs Work Order Category allows users to have a default WO Category when creating PM work orders via the Services Overview screen.

  • Maintenance / Reports - Adjusted report parameter passing for the Work Order Count Summary report to insure parameters get passed to both queries.

  • Maintenance / Work Orders / Service Overview - When creating work order from service overview screen, program now uses default work order category as setup under Administration / Defaults.

Release 6.4.2.1 2/29/2008

  • General - On Email options of POs and WOs, if the Send To is blank but the Copy To is not blank, program will now send to the Copy To. This is handy with POs if you want to send to someone other than the Vendor which is the Send To.

  • Maintenance / Work Orders - Adjusted button to complete work orders to not over write completed date if a completed date is already entered.

  • Maintenance / Work Orders - Added Print Quick button to print work orders without prompting for the printer. Sends to default printer.

  • Parts / Parts Inventory / Sources - Corrected info passed to Parts Vendor Sources report to select correct part number.

  • Purchase Orders / Reports - Added option to report with parameter selection of Date Closed.

  • Reports - Several new reports were developed during the recent training seminar.  They are automatically included in the new release and will be imported the first time the new release is ran.

Release 6.4.1.1

  • General - Created new error log table to record sql errors silently returned such as end user triggers.

  • General - Adjusted report builder to not fail on report filters when 'Or' in search criteria is encountered before other search criteria and proper parentheses.

  • General - Users with access to all site's parts were still being limited to their Site limitation. This has been corrected. You can no limit a user to a Site but still allow them access to all parts.

  • Maintenance / Work Order Overview - Adjusted to trap if error on resetting the flag / unflag status of a work order. This is to prevent errors generated by triggers created by users.

  • Maintenance / Work Orders - Added code to insure Wo Services Completed field is either Y or N and not null.
  • Maintenance / Reports - New report showing use of RAP calculations and deadline dates. Report is PM Services Analysis Report. Tech bulletin on website explains concepts used and calculations.

Release 6.3.3.1

  • Parts / Receiving / Import From CSV File - Found that previous updates may not have properly created the Import table that is used by the part receiving import wizard.  This update simply checks to see if the Import table exists and if not it creates the table.

Release 6.3.2.2

  • General - Corrected problem introduced in new release where having data formatting turned off was being ignored. Now recognizes when data formatting is turned off under Admin / Defaults / Data Formatting.

  • General - Adjusted program to allow for the setting of the SQL Timeout setting during connection for slow computers. You can now add a line to the ExpressMaintenance.ini file to override the Timeout setting. The line must be formatted as (SQLTimeout=30) if used.

  • General - Adjusted program to allow for the setting of not allowing login to the software via windows login. You can disable the use of the windows login by adding "UseWindowsLogin=No" to the ExpressMaintenance.ini or ExpressRequest.ini file. If this line exist, the users windows login will not be used and the user will be prompted to login to the software.

  • General - Added code to trap the standard SQL end of file / beginning of file error. This error occurred when a single record is contained in the query data set and that single record is deleted.

  • Maintenance / Work Orders - Added a text only version of all notes fields to allow users to view text of notes in grids. Notes are rich text and therefore not viewable within the grids. However, users can turn on fields that are text version of notes (Grid Properties) and view the text of the notes. Users will also want to set the length of the text version.

  • Maintenance / Work Orders - Corrected problem of Unit / Services being rescheduled and history being written from a partially completed work order. Only the completed work order services now update the Unit Services and write to the service history.

  • Maintenance / Work Orders - Added prompt to warn if user marks a work order service as complete on a partially completed work order but does not enter a Performed Date for that service.

  • Maintenance / Work Orders - Adjusted program to reset the Unit Service to status of 'Assigned' if the service in the work order is unchecked as completed. This is the case provided the LastWo field of the Unit Service matches the work order being edited.

  • Maintenance / Work Orders - Added a 'Canceled' field to the work order services grid. If this field is check the service is considered canceled form the work order and the Unit Service will be reset to a status of Normal. This is the case provide the LastWo field of the Unit Service matches the work order being edited. Note that in order to display the new canceled column you will need to use Grid Properties.

  • Maintenance / Work Orders - Enhanced the interface on delete of a work order to warn of results of deleting and to prompt to delete service history associated with that work order. Also resets the unit services to a status of Normal if they are assigned to the work order being deleted.

Release 6.3.1.2

  • General - ExpressMaintenance and ExpressRequest now include the alternative of using the Windows login name for the application login. The programs will get the current windows user login on the computer and then see if that login name exist in the program users list. If it does exist and it exist only once, the program will automatically login the user with that login name and the user will not be required to enter a login and password.
  • Utilities / View Connection Properties - Now includes the Windows Login name in the list of information about the application, sql and workstation.
  • Maintenance / Work Order Overview / Print Work Orders - Removed auto selection of Print All Flagged to avoid confusion. If no work orders were flagged for print, program would print blank page. User must now select option to print all flagged.
  • Maintenance / Work Orders / Print Work Orders - Adjusted print screen to keep last selected work order format so user does not have reselect the desired work order format.
  • Administration / Manage Requesters - List of unique Requesters now includes the number of requests for each requester.
  • Administration / Manage Requesters - New right click option on list of unique Requesters includes option to move requests to the selected requesters in left panel.

Release 6.3.1.1

  • General - Improved handling of multiple requesters in ExpressRequest on the same computer. Note: When first using the new release, users may have to setup their user name, site and other properties again.  This can also be done by administrators in ExpressMaintenance under Admin / Manage Requesters.  You should download and install the latest release of both application if you have an ExpressRequest license.

  • Administration / Manage Requesters - New screen for managing requesters of ExpressRequest.

  • ExpressRequest - Program now check for all requester setup on the same computer and prompts for the requester to be used during the application session.

  • ExpressRequest - Corrected issue of work order notes not being viewable since converting to rich view text format.

  • General - Enhanced Grid Properties interface to include button to reset grid properties to Default.

  • General - Moved Manage Reports menu to Administration menu.

  • General - Moved Rebuild Views option from Utilities menu to Administration menu.

  • General - Adjusted drop downs on Units, Parts, Services and Companies to prevent potential error in certain settings.

  • General - Improved the storing of user application properties.

  • Administration / User Accounts - Added separate permission options for Manage Reports and Rebuild View.

  • Maintenance / Requests - When requests are entered directly in ExpressMaintenance, corrected error where unit number was not being saved.

  • Maintenance / Requests - Adjusted auto add of work order notes to start on a new line.

Release 6.2.3.1

  • General - Corrected problem in report builder when outputing report to pdf format where notes would not show in pdf document.
  • General - Adjusted report builder to refresh on new report where occassionally would show last report generated.
  • General / Reports - Corrected problem of assigning report to favorites not working.
  • Maintenance / Work Order Overview - Added field NotesText to allow users to display notes in grid. New rich view notes fields do not display in grids because of extensive formatting characters. This provides must more flexibility in enhanced notes. However, it prevents the diplay of rich view notes in grids. Added NotesText field which is the notes stripped of formatting characters and displayed as raw text which can be displayed in grids.
  • Maintenance / Requests - Added NotesText field to requests table to allow view of raw text in grids.
  • ExpressRequest - Adjusted to properly save user Site / Location without stripping spaces.

Release 6.2.2.3 - 11/30/2007

  • General - Corrected problem of many grids not restoring previously saved grid properties.

  • General - Adjusted reporting to only clear autosearch search criteria before running report. If search criteria is not marked as autosearch, it will remain in the report as permanent search criteria.

  • Purchase Orders / Transactions - Corrected incorrect warning on initial insert of new PO.

  • Parts / Receiving - Adjusted to calc taxes on parts according to PO tax settings when inheriting receiving data from a Purchase Order.

Release 6.2.2.2 - 11/29/2007           

  • General - Improved report builder filtering and passing of parameters.

  • General - Added new UserDefs table to store user preference data.

  • General - User preferences, grid properties, form positions and application properties are no longer saved in ini files. Data is now stored in database no longer requiring workstation user to have permission to write to ini files on local machine. The only ini file required is ExpressMaintenance.ini which must reside with the Maintenance.exe folder or in the "Start-In Folder" and contain the SQLServer and SQLDatabase connection information.

  • General - Adjusted all notes / memo fields to use default font and size as setup under Administration / Defaults.

  • Administration / Defaults / Data Formatting Defaults - Includes option to set default memo field font and font size.

  • Maintenance / Work Orders - Corrected problem where users were allowed to delete work orders even though permission was set to not allow delete.

  • Utilities / Set Application Properties - Returned the option to set application font and size for users who desire to have this option.

Release 6.2.1.1 - 10/17/2007             

General

  • Added support for SQL Server 2005.

  • Added ability to connect to SQL server via Windows or SQL Authentication.

  • New notes editor with greatly enhanced support for advanced rich text including tables, spell checking and much more. 

  • All notes fields adjusted to allow for right click full editor and other editing options.

  • Report Builder - All reports converted to support new advanced rich text component.

  • All forms now include auto save of form size and position. Program automatically remembers the last size and position of each users forms.

  • Program display adjusted to accommodate users with screen settings that include the use of large fonts.

  • Connection.ini file no longer has to reside in the Maintenance.exe folder. It can reside in the shortcut "Start In" folder.

  • ExpressMaintenance.chm (help file) no longer has to reside in the Maintenance.exe folder. It can reside in the shortcut "Start In" folder.

  • ExpressMaintenance.naf file no longer has to reside in the Maintenance.exe folder. Admin can specify a designated folder under Admin / Defaults / Data Formatting Defaults.

  • Help file (ExpressMaintenance.chm) updated to include recent program changes.

  • User's Guide (ExpressMaintenance.pdf) updated to include recent program changes.

Administration

  • Defaults / Data Formatting Defaults - Added option to specify a folder where read / writeable ExpressMaintenance.naf file will reside. Leave blank to use default of the folder where Maintenance.exe resides.

  • Services - Now allows for service default setting of renewal on Calculated Date Weekday Only.  When the renewal date is calculated, the date will automatically advance to the nearest weekday.

  • Utilities / Set Application Properties - New option to set program for the use of large fonts in screen settings.

  • Backup & Restore - Added ability to restore backup from within the application. No longer requires executing Restore.exe program.

  • Defaults - ExpressRequest defaults now includes an Admin option to include inactive units in pick list.

  • Defaults - ExpressRequest defaults now includes an Admin option to allow users to view other users requests.

  • Manage Connection - New option for administrators to setup database and connection info including creation of Connection.ini file.

Maintenance

  • Reports - Work Order Category is now included in report filtering options.

  • Units / Parts - Added Min On Hand to the lookup fields displayed in the grid.

  • Units / Services (PMs) - Now allow for service interval setting of renewal on Calculated Date Weekdays Only.

  • Units / Services (PMs) - Now includes a buttons to access service notes via dialog or directly via editor.

  • Work Orders - Adjusted employee drop down in services to not allow free text.

  • Work Order Overview - Added option to search by Company.

  • Work Order Overview - Added option to display and check on / off FlagToPrint column and flag a group of work orders for print.

  • Work Orders / Printing - Includes check box to print all work orders flagged for printing.

Parts

  • Receiving - New option allows for importing of receiving records from .csv file created by barcode reader or spreadsheet.

Release 6.1.4.1 - 09/14/2007

  • General - Added support for SQL Server 1005.

  • General - Added support for Windows authentication as well as SQL.

  • General - Improved connection management and database creation screen.

  • Maintenance / Work Orders - Adjusted employee drop down in services to not allow free text typing.

Release 6.1.3.10 - 08/28/2007

  • General - Adjusted to inherit more Windows XP interface features when applicable.

  • General - Program now attempts to connect to SQL server using Windows authorization.

  • Help / Application Help - Added code to automatically create registry entries to allow access to help system.

  • Maintenance / Units / Services - Inserting a new service now inherits logic and basis form services setup under Admin.

Release 6.1.3.8 - 08/01/2007

  • Administration / Backup & Restore - Corrected labels to reflect proper file extensions of backup files.

  • Help / Application Help - Added code to automatically create registry entrires to allow access to help system.

  • Maintenance / Work Orders / Search - Corrected error when searching by Unit Name.

  • Maintenance / Work Orders - Adjusted permission checking to properly apply user limited access.

  • Maintenance / Work Orders - Added option drop down list on Requester field to select from employees.

  • Parts / Receiving - Corrected problem of not allowing cancel on edit of a record.

Release 6.1.3.6 - 06/03/2007

  • Work Orders - Corrected query error and update error when using sites created by last release.

  • Work Orders - Corrected bug when deleting a work order which deleted the Unit as well.

  • Work Orders - Added explanation when trying to sort on a lookup field.

  • Requests - Corrected error on screen when posting a record.

Release 6.1.3.1 - 04/11/2007

  • General - Report Builder - New page breaker component in designer tab allows for hard page breaks in desired location of report.

  • Parts / Parts Items - Corrected problem of right click option to jump to replacement part not functioning properly.

  • Maintenance / Requests - Added Unit field in grid which contains the actual Unit Number. Unit Number field contains the Unit record number. To have the Unit field display in grid, click on grid properties button in upper right corner of grid.

  • Maintenance / Service Overview - Added option to specify priority when creating work orders from services due.

  • Maintenance / Work Orders - Added option to search work orders by Unit Number.

  • Maintenance / Work Order Overview - Adjusted to allow for sort by Unit Number in overview.

  • Purchase Orders / Transactions - Added WorkOrder field to detail section to reference PO item to a specific work order.

  • ExpressRequest - Added ability to sort on Unit field which contains the Unit Number.

Release 6.1.2.12 - 02/05/2007

  • Purchase Orders - Added Reference field to list of fields in search options.

  • Admin / Locations - Corrected field for Location Description to allow full 50 characters.

Release 6.1.2.10 - 12/28/2006

  • General / Lookup Lists - Corrected problem of lookup lists properties not using predefined properties as setup under Utilities / Set Loop Lists.

  • Admin / Defaults / Data Formatting Preferences - Added option to execute the SQL ShrinkDatabase command to attempt to free space in the database.

Release 6.1.2.8 - 11/3/2006

  • Maintenance / Service Overview - Corrected the work group field to list correct codes.

  • Maintenance / Service Overview - Corrected error when sorting list by Unit Number.

Release 6.1.2.6 - 10/3/2006

  • Parts Inventory / Analysis - Adjusted to disable Update Qty button if user has read only permission to that screen.

  • Parts Inventory / Receiving - Corrected problem of PO data not populating and giving sql1 error (introduced in last release).

  • Maintenance / Reports - Adjusted the date parameter to include Performed Date for just services or parts or both.

  • General - Adjusted cursor setting to improve performance on certain queries in Parts Analysis and other areas.

Release 6.1.2.4 - 10/3/2006

  • Maintenance / Reports - Corrected problem with certain dates not passing to the report.

  • Maintenance / Reports - Added options to pass performed date of services, parts or both to reports.

  • Maintenance / Requests - Adjusted to pass the work group selected when creating the work order.

  • Maintenance / Units - On Count based services, adjusted to calculate the From Now even if last performed is missing.

  • Made demo reports available on website that incorporate more advanced report builder functions.

Update 6.1.2.2 - 9/11/2006

  • Administration / Employees - Corrected problem of field name being misspelled and causing error on open of the employee screen.

  • Purchase Orders / Transactions - Added button with option to duplicate purchase order.

  • Purchase Orders / Transactions - Corrected problem of inability to add details after search on existing PO.

  • Maintenance / Reports - Adjusted to pass parameters of dates but not display time in parameter line.

  • Parts / Items / Parts Item Info Sheet - Corrected display format on qty on hand and min. qty. Users can download and import this report from the website.

  • General / Reports - Incorporated new release of Report Builder which corrected problem of Access Violation when placing a sub report in a report.

Release 6.1.1 - 7/20/2006 - Release Notes
  • General - All notes fields now support full rich text and OLE content.

  • General - All notes fields now include ability to contain clickable URL links.

  • Report Builder - Now supports and prints full rich text just as placed in notes fields, including graphics.

  • Report Builder - Now supports Windows XP themes and XP style buttons.

  • Report Builder - Generally improved report designer interface.

  • Report Builder - Improved graphics and bar code printing.

  • Report Builder - New properties for most components including frames around objects.

  • Report Builder - While previewing report, you can now output to pdf and other formats.

  • Report Builder - While previewing report, you can now email the report in pdf format from within the report.

  • Report Builder - Now includes option to find text within the report while previewing.

  • Maintenance / Requests - Added right click option ot jump to work order.

  • Maintenance / Requests - Requested Date field now includes time as well as date.

  • Maintenance / Units - Duplicate Unit feature now includes options for duplicating Notes, Parts & Attachments.

  • Maintenance / Units / Downtime - Corrected problem with graph not always properly displaying.

  • Maintenance / Units / Downtime - Added option to print graph or copy to clipboard.

  • Maintenance / Units / Service History - Now includes right click option to jump to a work order.

  • Maintenance / Units / Services (PMs) - Now includes field with last Work Order Number.

  • Maintenance / Units / Services (PMs) - Now includes right click option to jump to last work order record.

  • Maintenance / Work Orders - Priority codes are now user definable under Administration / Codes.

  • Maintenance / Work Orders - Adjusted to automatically inherit the Work Group from the Unit record.

  • Maintenance / Work Orders / Downtime - Corrected problem with time down not being properly saved.

  • Maintenance / Work Orders / Overview - Corrected problem of Print List button becoming disabled.

  • Maintenance / Work Orders / Overview - Added more detail inform available in overview grid.

  • Maintenance / Update Counts - Corrected problem of Unit Number field not allowing enough characters.

  • Maintenance / Update Counts - Adjusted to make applicable fields read-only to prevent accidental change.

  • Maintenance / Service Scheduling - Adjusted to update last service date when renewal is based on last service date.

  • Maintenance / Service Overview - Enabled button to jump to the Update Counts screen.

  • Parts / Part Records - Duplicate Part feature now includes options for duplicating Notes & Attachments.

  • Parts / Part Records / Usage History - Added right click options to jump to Work Order & Unit.

  • Parts / Part Records / Receiving History - Added right click options to jump to Receiving Record & PO.

  • Parts / Re-Ordering - Corrected problem of certain parts not being included in query if all past POs were closed.

  • Parts / Re-Ordering - Added option to create a single PO with all parts for the selected vendor.

  • Parts / Receiving - Corrected problem of items being added to inventory when a receiving record was canceled.

  • Purchase Orders / Transactions - Added new field for Date Submitted.

  • Purchase Orders / Transactions - Added field for string representation of PONumber so users can concatenate other characters when printing the PO.

  • Purchase Orders / Transactions - Corrected rounding error of taxes in details section of screen.

 

 

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