Summary of what is new for 2000

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This is an overview of 2000 changes:

GENERAL LEDGER:

GL-B Enter/Chg/Print G/J Entries

·   Changes regarding file handling and locking of the note files (6/30/00)

GL-G Print Financial Statements

·   Enhanced the zero-only option to apply without regard to what columns are selected (2/29/00)
·   Do not ask question about doing a consolidated statement if there are no records in BKGLCOA (2/29/00)
·   Skip question about including a beginning balance if printing an income statement (2/29/00)
GL-H Print G/L Code & Description
·   Added option to exclude inactive accounts (2/9/00)

ACCOUNTS RECEIVABLE

AR-A Enter/Change Customers

·   Fix re: program was not deleting blank records (1/24/00)
·   Fix: re: getting blank customer codes (2/17/00)
·   Added new key (BKAR.INV.CUSDTE) for displaying customer invoices and line items (the invoice history list now sorts by customer + invoice date and the invoice lines list now sorts by customer + invoice number + invoice date) (4/17/00)
·   Added product code to the Invoice Lines listing (5/30/00)
·   Needed a noclr on a save to BKARCUST (10/17/00)
·   If user is viewing the customer information only, do not allow him/her to change credit cards, alt addresses, or alt contacts (10/18/00)

AR-B Enter/Change Vouchers

·   Fix: the function to check if a G/L code is active was only working when a G/L code was selected from the look-up list (4/6/00)

AR-C Record Payments

·   New file (BKARCHKH) to record all customer payments (8/28/00) - See new report option A/R-O

AR-E Print Statements

·   Changed the size of the stmt_desc to 25 (was defined as size 17; thus the reason why the description appeared to be "cut off" on statements)

AR-O Credit Analysis Report

New program option!

SALES ORDERS

SO-A Enter/Chg Sales Orders

·   Change relating to sales tax calculation to avoid rounding up too much (1/13/00)
·   Fix if a sales order was saved with no line items, the program would save out a blank BKARINVL record and in the process create blank BKICMSTR and BKICLOC records (2/22/00)
·   Set up S/O location on the first screen to be the default location for line items; added logic to keep track of whether or not a location has been entered per line item basis in order to determine if a value should default into the line item location (3/1/00)
·   Fix: missing ^O Cust Options in one of the function lists (4/6/00)
·   Added logic to protect against the 250 line limit (4/11/00)
·   Line counter implementation - new fields BKAR.INVL.LINE (internal line counter to keep the line items in the order they were entered) and BKAR.INVL.CSLNE (customer line counter) (4/18/00)
·   Changes to routines that update inventory: find the inventory and location records regardless of whether or not they are in memory; also, inventory was not being updated correctly when changing the location of an existing line (8/30/00, 10/24/00)
·   Added record lock checking when obtaining the product and location records (11/1/00)
·   Fix: the new loc_entered variable needed to be cleared (12/6/00)
·   Turned of ALT-1 when entering a note (see BKNOTES change) (12/11/00)

SO-B Print Open S/O List

·   Added option to restrict report to only those items that have an invoice number (when sorting by other than product code) (4/25/00)

SO-C Print Packing Slips

·   Print customer line counter on packing slip; use new key BKAR.INVL.INVCT (invoice number + internal line counter) to read the line item file (4/18/00)

SO-F Print Invoices

·   Change relating to sales tax calculation to avoid rounding up too much (1/13/00)
·   When running this program from S/O-A, set the "Verify ship/due dates/ship attn" flag to "N" so that the system will automatically assign the ship date as the invoice date and not ask any further questions (1/28/00)
·   Print customer line counter on the blank paper invoice; use new key BKAR.INVL.INVCT (invoice number + internal line counter) to read the line item file (4/18/00)

SO-G Post Invoices

·   Try to ensure that sales order headers that don't have pending line items don't get posted (4/5/00)

SO-I Enter/Change Recurring S/O

·   Added all modifications/changes applicable to S/O-I that have been made to S/O-A through 12/31/00

SO-J Generate Recurring S/O

·   Added sales order (RSO) range (2/1/00)
·   Added fix for rounding when calculating sales tax

SO-K Display Invoice History

·   When reporting by product code, do not print the header/footer information if there are not any line items to print within the requested range (2/9/00)
·   Display customer line counter field on the line item screen; use new key BKAR.INVL.INVCT (invoice number + internal line counter) to read the line item file (4/18/00)

SO-N Reprint Invoices

·   Changed ESC/INT traps (4/13/00)
·   Changed the pre-printed invoice to only print to 80 characters, not 81 characters; otherwise, wrap problems can happen with the newer dot matrix printers (4/13/00)
·   Print customer line counter on the blank paper invoice; use new key BKAR.INVL.INVCT (invoice number + internal line counter) to read the line item file (4/18/00)

ACCOUNTS PAYABLE

AP-A Enter/Change Vendors

·   Fix: duplicate vendor codes were being created when adding a new vendor (2/17/00)
·   Removed inventory location from P/O listings (3/1/00)
·   Added product code to P/O Lines listing (5/30/00)
·   If user is viewing the vendor information only, do not allow him/her to change alt addresses or alt contacts (10/18/00)

AP-B Enter/Change Vouchers

·   Fix: when pressing ESC from the vouchers look-up, the voucher description was being cleared (4/3/00)
·   Fix: the function to check if a G/L code is active was only working when a G/L code was selected from the look-up list (4/6/00)

AP-D Pick Vouch/Inv to Pay

·   Added error checking in the event that BKPMTAP is open by another user (3/1/00)

AP-R Unpaid A/P Vouchers Report

·   Changed the key name in one of the findv's (2/8/00)
·   Improved screen display and report header (12/31/00)

PURCHASE ORDERS

PO-A Enter/Chg Purchase Orders

·   Fix: if a purchase order was saved with no line items, the program would save out a blank BKAPPOL record and in the process create blank BKICMSTR and BKICLOC records (2/22/00)
·   Fix: when user went to the first screen (^F option in line item entry), the program header became blank (2/22/00)
·   Allow location entry on a line item basis - the P/O location on the first screen will now be used as the "default" location; revised screens for consistency; added day of week info for Ord Date and ERD; removed location from BKPOA1A (top part of screen when entering line items); added logic to keep track of whether or not a location has been entered per line item basis in order to determine if a value should default into the line item location (3/1/00)
·   Added logic to protect against the 250 line limit (4/11/00)
·   Fix: program was not updating inventory correctly when changing the location or product code of an existing line item (10/24/00)
·   Added record lock checking when updating inventory units (11/1/00)
·   Fix: the new loc_entered variable needed to be cleared (12/6/00)
·   Turned off ALT-1 when entering a note (see BKNOTES change) (12/11/00)

PO-D Receive P/Os

·   Do not warn user about selling price if product is set to a "P" status (2/9/00)
·   Multiple location handling (now using P/O line item location instead of P/O location) (3/1/00)
·   Turned off mouse in DOS mode; do not allow user to "click off" of fields (6/22/00)
·   Sped up checking of duplicate invoices (6/22/00)
·   Fix: problem of multiple postings to the G/L going awry (10/10/00)
·   Fix: COGS problem with negative unit items (happened when the last cost was a different number than the average cost and, e.g., the first item on the P/O being received had a negative quantity) (12/31/00)

PO-E Display P/O History

·   Display location on a line item basis (3/1/00)

INVENTORY CONTROL

IC-A Enter/Chg Inventory

·   If a product is set to a "P" status, do not allow user to enter the price base or price matrix; also added restrictions for entering G/L sales accounts if product is set to a "P" status (2/9/00)
·   Display the P/O line item location instead of the P/O location in the P/O lines listings (3/1/00)
·   Added customer name to sales order/invoice line item lists and added vendor name to P/O current/received line items lists (4/14/00)
·   Added new key (BKAR.INVL.PCESD) for displaying invoice line items (the list now sorts by product code + invoice date) (4/17/00)
·   Fix: getting record lock on BKSYNLUP when checking for notes - possibly connected to entry/posting of G/L transactions - concurrent with changes made to G/L-B (6/30/00)
·   Fix: customer name sometimes did not show in the sales order line item list (6/30/00)
·   Added a date entry filter to the invoice line items list (7/3/00)

IC-E Print Physical Check
·   If printing UOH and UOSO in separate columns, set the page format to "wide" regardless of where the output will be going to (5/30/00)

IC-G Adjust Levels to Phys

·   Use P/O line item location instead of P/O location (3/1/00)

POINT OF SALE

POS-A Run POS Register

·   Change relating to sales tax calculation to avoid rounding up too much (1/13/00)
·   Changed the way the screens are loaded and set active (2/2/00)
·   Fix: needed a saves/redisplay after a warning message (12/31/00)
·   Fix: page counter not incrementing when printing 80 column receipt; need to print the product header on each page (12/31/00)

POS-D Force Logoff from Reg
·   Fix: password shows under some circumstances (1/14/00)

POS-E Post POS Transactions
·   Fix: if voided sale, just delete the BKPOSPST record (3/13/00)
·   New F7 feature to give the user the ability to add a ticket to post (3/31/00)

PAYROLL

PR-A Enter/Chg Employees

·   Removed update params in openv's (1/19/00)
·   New CTL-T function that allows a user to gain access to the YTD/QTD amounts (1/19/00)
·   Added Missouri as a state that can have a status type of B (married, both spouses work) (4/4/00)

Enter Pay Info

·

Colorado now requires the state withholding taxes to be rounded (1/4/00)

·

Illinois exemption is now 2000 (was 1650) (1/5/00)

·

Logic/other updates to: AR, DE, CO, GA, KS, KY, MA, MD, MN, MO, MS, MT, NC, NE, NM, OK, OR, RI, SC, UT, VT - significant changes to AR and OK (4/4/00)

·

Michigan change - rate is now .042% (4/11/00)

PR-D Print Payroll Checks

·   Fix: non-laser checks were printing one line higher than A/P checks - added extra line at top (2/17/00)
·   Added Option to X-out SSN (12/13/00)

PR-F Print Quarter Info
·   For FUTA/SUTA Wage List: Need to take into account tips and meals in wages when getting numbers from history (12/31/00)

PR-G Print W-2's & W-2 History
·   Laser Checks Only: Added SDI back on the form, but it will only print it has a value other than zero (3/10/00)

SPECIAL IRS REPORTS

BKAP1099 Print 1099 Forms

·   Change to print address 2 instead of address 1 if address 2 is not blank (1/25/00)
·   Fix: laser forms were "drifting" (1/26/00)

SYSTEM MAINTENANCE

SY-C Enter/Chg Password Info
·   Program was not opening BKSYMSTR (2/20/00)
·   Changed opens from lock F's to lock R's (otherwise new users cannot be added while others are in the system) (3/7/00)
SY-D Enter/Chg PR GL Interface
·   Changed validation in connection with the accumulation options to correspond to the possible choices (5/9/00)
SY-K Year End Routines
·   Added error checking for BKSYMSTR; new checking to try to ensure that a user doesn't run this program multiple times in the same fiscal year (3/2/00)
SY-L Reclose Prior Years
·   Added validation when entering the type of close (2/9/00)
·   Added record lock handling for BKSYMSTR (4/3/00)

Other Changes
1)   BKNOTES - Prevent user from pressing ALT-1 during entry of a note (this would otherwise give a user who has limited access to the system full access) (12/11/00)
2)   NEWMERGE - Skip FILEDFLD.HLD if it does not exist; added open error checking (5/1/00)
3)   Addsum Utilities: BKUNPOST (Unpost Invoices) - Fix: if/endif problem would cause program to stop when updating salesperson (5/23/00)
4)   Programs re-compiled only for BKARINV and BKARINVL structure changes (4/18/00): BKARCOLL, BKARI, BKSOD, BKSOE, BKSOH, BKSOL, BKSOM, BKSOO, BKSOP, BKCLRDAT