Installation and Upgrading
Prior to Installation please look at this article for Terminal Server Installation.
Please see here for Installing Infusion Business Software
Table of Contents
Admin
When using MAPI in FoxyPreviewer to email a report, and then opening any form which has the spelling control (edit box) on it later, the software crashes with a C0000005 error. A new version of FoxyPreviewer has been created which only has two options in the Email tab of the FoxyPreviwer setup screen; MAPI (which uses the workstation's default email client) or Infusion Email Defaults (which uses the Email settings from Manage Email Defaults in the software). See Set Up Email in Foxy Previewer #13210
Update the Reindex process to include all tables that had added to the Software and not added to the Reindex process, including the Webprefs, Cashups, Messages, Exports, POSdata, Assetsn and MRUlist. See Reindix Files #13277
Customers
The “Pending Quotes – Detailed” report has been renamed “Pending Quotes - Detailed by Customer” with the addition of a further report “Pending Quotes - Detailed by Product” [#6139]. The report has been improved to include the following notations: 1. Products included in Buildups are noted with a * and an indented description. 2. Products on quotes from Pricebooks are noted with a #. 3. Kitset products are noted with [ ] around the code. #6129
A new report “Pending Quotes - Detailed by Product” has been created and is available from the
Invoices / Quotes / Reports menu. The report uses the following notations: 1. Products included in Buildups are noted with a *. 2. Products on quotes from Pricebooks are noted with a #. 3. Kitset products are noted with [ ] around the code. #6139
The “Customer Sales Analysis by Date Range” report has been improved to include Customer Industry as a Sort Order option. #12622
The “Contact Management Report - Contact History” has been fixed to report on the Contact Date rather than the Follow Up Date. #13168
The “Pending Quotes - Summary, By Customer, and By Products” reports have a new option added – ‘Include Expired Quotes’. Expired Quotes (if included) are indicated in red. The “Quotes Summary by Status” report has been improved. Values for each status have been added, and the ability to report by user defined statuses has been improved. Quotes are grouped as "Active", "Accepted" or "Declined" and statuses reported within these groups. #13199
The “Customer Unallocated Payments” report has been improved to separate Customer Adjustments and to report outstanding credits with Deferred Payments correctly. #13240
Invoices
An issue with the GST Excl When Sell Rates Incl GST invoice layout (INV12) has been resolved. The default layout now calculates and displays the GST Exclusive value correctly with a subtotal, GST and total calculation at the bottom. #13218
Job Management
A new report “Job Deposits – Reconciliation” provides a report of the deposits paid and used, and their status at a certain date. The GL balance of the Job Deposits GL code for that date also prints. The report can be used to reconcile the Balance in the GL code. Note that by filtering jobs or locations the report will not balance to the GL account. #13149
An issue where a user was able to open a Purchase Order in edit mode from a Read Only Job has been resolved. #13157
Products
A new tab has been added to the Modify Products screen called "Website". The Website tab has: 1. 16 configurable Web Tag fields. 2. 5 configurable Web Category Tag fields. 3. 5 configurable Additional Information note fields. Details and notes on this feature are available from the Knowledge Base – See Website Tab on Products. #13046
A new tab is now available under the Product record called Website Notes. #13067
The Product Sales Analysis “Top/Bottom Product Code by Date” has been improved to include a selection criterion for Preferred Supplier. #13121
Purchase Orders
Improvements have been made to the “Purchase Order Receipt / Invoice Date Check” report. Orders where two packing slips have been receipted into one invoice no longer incorrectly report. #12200
Suppliers
A new utility incorporated into the software allows electronic copies of Supplier Invoices to be saved in a consistent format into a digital documents folder extremely quickly. For more details please see the article Electronic Copies of Supplier Invoices #13253
Comments
0 comments
Please sign in to leave a comment.