Liren Large Software Subsidy 6/06.iso/b/b101/1.img/READ.ME

Text File | 1993-10-28 | 14.7 KB | 251 lines

   Track-It Notes: 10/28/93

*** Conversion from 2.x versions ***
   Because of size considerations for uploading and downloading, this
copy of the Track-It package does not include the conversion program
required to convert data from versions prior to 3.00.  If you are currently
using any version prior to 3.00, please contact Millennium Software
to arrange for shipping of the conversion program.

   The conversion program is also available on line through our BBS as
CVT2X-3X.ZIP at [phone] and is free of charge, except your phone bill.
Set your modem to N-8-1.  The Millennium BBS supports transmission speeds up
to 14.4Kbps.


*** BUG FIXES, CHANGES & RELEASES ***

*** Version 3.00 released 01/01/93

**************************************************************************
Corrections/Bugs/Changes for release:  3.01         (released 02/03/93)
**************************************************************************
+  Memory used for item selection in Customer, Serial, Stock, & Vendor
   modules not released back to system if hit maximum item limit.
++ Added field to allow modification of serialized item costs.
+  Cost of serialized items not being saved when received.
+  Returns function terminating program after stock code entry.
+  Custom reports not printing items as per entered criteria.
+  Corrected incorrect reporting of invoice Balances.
+  Order Editing could not change qty ordered equal to qty shipped.
+  PO Editing could not change qty ordered equal to qty received.
++ Addition of backup and restore functions.
++ Addition of undelete functions for stock codes and customers.
+  Corrected inability to enter alpha characters in beginning customer
   field of sales criteria entry.
+  Order shipping function not printing invoice or shipper.
+  Added ability to use customer first name as an alternate shipping
   name in addition to the last name field.
+  Invoice purge history not correctly purging history.
+  Invoice report only printing invoices with a non-zero balance.
+  Vendor report criteria entry screen indicates code for both reports.
++ Added option to print payment types instead of total paid.
++ Added bad check warning for individual customers on invoices and orders.
++ Added Customer account report.  Prints a list of all invoices within
   the entered time period regardless of balance and calculates a total
   balance for the customer.
+  Number sequence field only accepting two digits.
+  Invoice reports not correctly calculating balances.
+  Invoice payment not being saved if payment is not printed.
+  Customer Terms not being moved into new invoice when created.

**************************************************************************
Corrections/Bugs/Changes for release:  3.02         (released 03/03/93)
**************************************************************************
++ Added compilation of taxable & non-taxable sales totals to custom
   sales report.
++ Redesigned direct receiving to operate as a hybrid of po creation
   and receiving.  Now allows editing of items received prior to
   saving down to disk.
+  Added additional printer status checking on pick list printing in an
   attempt to correct a non-reproducable bug report.
+  Rewrote inital startup procedures for printer output.  File handles
   required for output to LPT1 and LPT2 are now allocated imediately prior
   to use instead of at startup.  This allows access to additional files
   during report processing.
++ Added two additional fields to the invoice record to record adjustments
   to invoices as well as writing off bad debts.
+  Invoice function reporting that a serial number is not on the original
   invoice for all serial numbers after processing a serialized return.
++ Rewrote file viewer to allow viewing of files larger than 64K.  Thus
   all reports created by Track-It should be directly viewable from within
   the program.
++ Added report to print summary purchase listing for individual customer.
   Calculates total quantity, amount, cost, and gross profit for any given
   period of time for one customer.
++ Customer lists can now be printed to disk as well as printer.
++ Customer zip code count can now be printed to disk as well as printer.
+  Corrected incorrect printing of dates on customer order reports.
+  Corrected incorrect printing of dates on purchase order reports.
+  Custom reports for sales, purchase orders, customer orders not
   correctly printing information for specific stock codes.

**************************************************************************
Corrections/Bugs/Changes for release:  3.03         (released 04/10/93)
**************************************************************************
+  Corrected incorrect reporting of available quantity during shipping
   of serialized item when filling customer orders.
++ Added 3 discount pricing fields to the stock code record.
++ Added field on customer record to store default pricing level for
   that customer.
++ Added additional information to stock code information screens for
   invoicing, order entry, and order shipping.
+  Corrected printing problem with order reprint function and order
   shipping function.  Both functions enter the print routine even if the
   user presses Esc to cancel the printer selection.  Causes apparent
   program hang, but eventually returns.
++ Added simple on-line calculator.  Access with F5 key.
++ Added ability to change and save program colors.
++ Added Trace information for tracking startup problems.  Use -TRACE as
   a command line argument to intiate.
++ Increased allocated stack size to prevent system lockups during
   startup on 8088/8086 processor based systems.
+  On-line customer purchase listing only displaying one line item from
   each calendar day of the customers purchase history.
++ Added terms processing to allow for percentage discounts if paid
   within a specified period of time.
+  Associated serialized items not being deleted when stock code is
   deleted.
++ Added indicator on stock code to allow non depleting items such as
   labor.  This will allow 0 quantities to remain 0 so that inventory
   reports report actual inventory values.
++ Added option to either calculate available quantities of items, or
   simply display quantity on hand for a stock code for orders and
   invoices.
+  Customer account status report not printing header correctly if
   print company information option is on.
+  Invoice editing function not correctly subtracting adjustments and
   writeoffs from invoice balance.  Run Ctrl-F8 to recalculate balances.
+  Invoice reports and invoice balance report printing all customers
   regardless of the criteria entered.
+  Customer account report not correctly processing adjustments and
   writeoff amounts.
+  Corrected page break errors on invoice and invoice balance reports.
++ Added warning to indicate when an item is being sold below cost.
+  Customer selection screen not displaying multiple customers with
   same first and last names.
++ Expanded customer selection screen to include first line of the
   shipping address to allow differntiation between two customers with
   the same name.
++ Expanded stock code selection screen to include model information.
++ Removed 180K RAM limitation from backup and restore functions by
   incorporating code to swap the executable portion of the program to
   disk prior to executing external backup functions (system call).
++ Added shell to DOS function under options menu.
++ Added confirmation screen to invoice selection functions.

**************************************************************************
Corrections/Bugs/Changes for release:  3.04         (released 06/05/93)
**************************************************************************
+  Custom sales report printing incorrect tax amounts on line items.  If
   an item on a non-taxable invoice follows an item from a taxable invoice,
   the tax amoung from the previous line item is printed on the non-taxable
   items line.  The report total is correct, only the line items are invalid.
+  Purchase order printouts only printing 55 lines instead of 73 per page.
+  Invoice number being printed on customer statement report.
+  Order editing function not retrieving correct customer information prior
   to displaying the order editing window.  The customer name associated
   with the last outstanding order is always displayed.
+  Order shipping.  When selecting an order to ship, pressing enter on an
   order this is not shippable or pickable, the order shipping function
   was set to shipping mode.  This ultimately caused the creation of an
   invoice number 0 with a date of 00/00/000.  Selection of a non-shippable,
   non-pickable order during order shipping selection is not possible
   simply by pressing the enter key.
+  Customer, Vendor, & Code selection windows.  If no items are in the
   selection list, and Enter or OK is pressed to select an item, the
   program is terminated and uer is returned to DOS prompt.
++ Addition of indicator to designate a customer as tax exempt.  When this
   indicator is set, invoices and orders are automatically set to be for
   resale or exempt from sales tax.
+  Deletion of PO Item causing errors when it causes the PO to be complete.
+  PO editing & view functions not correctly displaying vendor name.
+  Edit warning being bypassed when a user selects a PO that is tagged as
   being edited by another terminal.
++ Added functionality to allow specification of manufacturer, model, and
   description when searching for stock codes.  To access the secondary
   criteria entry window, enter the partial search critera along with two
   question marks, (eg. tes??).   The secondary criteria is held until
   the program returns to the main menu.
++ Inventory clone and rename functions will no longer accept a target
   stock code which ends in a question mark.
+  Statement processing function crashing when invoices with serialized
   items are processed.  Changed code to open and close customer files
   and indexes at beginning of each processing loop.

**************************************************************************
Corrections/Bugs/Changes for release:  3.05          (released 09/03/93)
**************************************************************************
+  Corrected reveresed disclaimer lines.
++ Items on an invoice designated as taxable are now tagged as non-taxable
   even though the stock code record indicates that they are.  This will
   help eliminate some confusion for the customer.
++ Added custom format capabilities for purchase orders and invoices.
+  Corrected incorrect line count in custom invoices.
++ Added custom format capabilities for orders and shippers.
+  Corrected printing error of original line item formats for invoices and
   purchase orders which resulted in the first and last characters of each
   line to be stripped off and not printed.
+  Reconstructed code for DOS shell function.  Between verison 3.03 and
   3.04 the code was damaged even though it compiled cleanly.
+  Order shipping function not correctly clearing completed orders from
   the outstanding orders index.
+  3.05 ß1 and ß2 were not correctly printing line items when not using the
   custom invoice format.  Only the header and trailer of an invoice would
   print when using the internal format of the program.
+  Read function of custom format routine not correctly initializing
   the second line of line items.  This was causing both format and
   program errors.
++ Changed code to search for section headers in custom formats to be
   case insensitive.  This will help reduce the number of user errors
   that can occur during the setup of a custom format definition file.
++ Added code to detect version of DOS and call correct backup function.
   This code creates the setup file for DOS 6 and then initiates the
   function, but the user must still start the actual backup.
++ Removed some redundant code from older modules, and replaced the
   status window call function inside the application module with
   direct instantiations of the TStatusWindow object.
++ Recompiled the entire program with local optimizations.  This should
   increase the performance of the program a little bit.
+  Corrected company name printout error on purchase order receiving
   printouts.  Misc garbage was printing where the company name was to be.

**************************************************************************
Corrections/Bugs/Changes for release:  3.06            (released 10/28/93)
**************************************************************************
+  Corrected compile error rusulting in Purchase Order line items to
   print without quantity, cost, and extended cost.
+  Corrected incorrect calculation of taxable amount on orders that were
   tagged for resale or were otherwise tax exempt.
+  Deleted purchase order items reappearing after reindexing.  This was
   caused by a logical delete inticator not being set when a deleted item
   was saved to disk.
+  Corrected error causing serialized items to not print on invoices.
++ Added support for Canadian GST.  See README.1ST for additional info.
++ Added support for Alpha-Numeric serial numbers.
++ Added two new custom format variables.  The first is #81 and is the
   amount of GST applied to an invoice or order.  The second is #82 and
   is the misc. text field for an individual item on an order or invoice.
+  Corrected omission of sales tax custom format variable not being set.
++ Rewrote dead stock code purge routines.  The original routine checked
   each stock code, one at a time, against the invoice, order, and PO
   files to ensure that used items were not deleted.  The new routines now
   read up to 500 items each pass and runs one check for each data file.
   The result of the new code is a very fast routine.  To check 3500 stock
   codes with the old routine was taking upwards of 8 hours.  The new code
   can check the same number of codes in less than 5 minutes.  (Times
   mentioned above were on a 486-66mhz system with 4 Meg of caching.)
++ Changed serial number entry to check for embedded spaces.
+  Recompiled entire program without the global optimizations. This comiple
   option was causing stange problems throughout the program resulting in
   different problems on different systems.
++ Added PO validation routine to clean up item deletion error for pre
   3.06 versions.
++ Serial number addition in invoices and orders is now automatic if no
   serial numbers have been added to the invoice.  This will save a few
   keystrokes.
+  Changed help routine to locate help file regardless of directory where
   the user was located when the program was started.

*** END ***