Data Resource Management

Version 2.2.129

New features in revision. 2.2.129

You can now see and edit Service Information from the Work Order and Invoice screens

• Click on the value you want to change and the word will turn blue. You can then type in the new value.  Use your Left/Right/Up/Down arrow keys to move to other cells in the grid.  Push Escape when finished to resume working on the Work Order or Invoice.

Everyone now has their own "Personal Preferences"

• This is a simply a list of settings that makes the program behave a certain way.

• For example you might prefer to always return to the Lookup screen after posting but some one else may not like this.

• To see your personal preferences, choose "F7 - Utilities" and then "F7 - Options" (it used to be called Company).  Click the arrow located between ‘Category’ and ‘Description’ column headings and choose "My Preferences".

• NOTE:  We recommend that only one or two people in the office have full access to the Setup Module.  Everyone else should have Read-only access which will allow them to set their own preferences.

The "MORE" button.

• The customer information section at the top of each Daily Work screen is easier to read.

• There is less information but if you can click the "More..." button to get a pop-up screen showing important account details.

• Additionally, this new button is available to you when you building a Fuel Delivery Route.  You will see it in the upper right section of the screen that shows basic customer information for the stop currently selected on the list.

You can now print individual envelopes instead of labels if you like.

• F9 on the Daily work menu will either say "Prt Label" or "Prt Env" depending individual settings.  To turn on Envelope mode, go to the Options Screen (F7 twice from the main screen) and choose My Preferences -- "Print Envelope instead of Label"

• Because this is a personal option, whatever you choose does not affect other people in the office.

In Customer Lookup, searching by Street Name has been improved

• Previously, if you had non-alphabetic letters at the start of the Street field, sorting and searching did not always work as you expected.

• For example, customers who live on "-South St" or "#South St" do not show up with the other "South St" customers.  In most cases this now works.

• However there are other situations where you will need to make changes to the Address in order for this searching to work correctly.

• Let's say a customer's street address is "101-103 Bumpy Road".  If you want it to show up along with the other Bumpy Roads when you sort on street, then the address needs to be entered as "101-103" for the Street Number field and "Bumpy Road" for the Address 1 field.

New Report -- Payment History

• You can run this report from the View Transactions screen by choosing "F9 - Print Pymt"

• The report will show you all transactions for the date range indicated and also show what invoices were paid off by each credit.

Fixes and Small Changes

1. Fuel & Tax Summary report now prints totals.

2. You can now use Criteria with the Fuel & Tax Summary report.

3. You can now print up to 99 copies of a meter ticket.

4. If a Search/Sort code contains an Ampersand "&", it now displays correctly on the customer Info screen.

5. When you log in your posting date will be set to the current Degree Day date, instead of remembering the last Posting Date you used.

6. If you pick YTD Units in Custom Reports, the total is displayed on the bottom of the report just like when you pick currency fields.

7. The Delivery History grid now displays the Fuel price with up to 3 decimal places.

8. The Notes report now shows the Bill address for each customer on the report.

9. Statements are now even easier to read as the line requesting a Budget Payment now prints in a separate section.

10. The "Invoice Summary with Details" report now shows a running balance.

11. The Search/Code now prints on a Work Order for an unscheduled service.  If it is scheduled then the Contract # prints instead.