Printer s Plan Service Release October 27, 2010

Transcription

1 1 Printer s Plan 2010 Service Release October 27, 2010 About this release (SR7): Printer s Plan includes all the changes made in the previous Service Releases. If you have not installed any of the previous releases, ignore them and just install this one. This document includes the changes made since the previous release. To see the list of previous changes, please download: About the previous release (SR6): If you have skipped Service Release 6 or you are not sure whether you ve skipped it, you must do the following after you install this Release. 1) Click the Home tab, and click My Database under About. 2) Click Compact, and click Yes to start the compacting process. You should see the message Successfully compacted and indexed PlanData.mdb. If you see a different message, contact us immediately. 3) If the process has been successful, click OK to close the window. We recommend that you compact every week. Click the Remind me to Compact button to select the days of the reminder. Jobs section: Changes in this Service Release (SR7) Improved: Job window: It now includes a new column: Price/Hr. To show/hide this column, click the button.

2 2 Improved: If the Actual and Chargeable Quantities of a Service are different, both quantities are printed on Work Orders. Otherwise, just a dash line is printed for the Actual Quantity just as before. Note: This feature applies to only Services set up as Material Cost only or Time Cost + Material Cost and not as Time Cost only. Improved: Item specs window: After editing only the Description or the Note (without any other changes) of an Item, of which the price or cost was not the default value, Printer s Plan displayed the Price Changed window, asking to confirm the new price/cost. Now the revised Description/Note is saved without opening the Price Changed window. Improved: Invoice/Quote printed with Sub-Items option checked: If the descriptions of Subitems include the vertical sign, such as Books Inside Pages, the words to the left of the vertical sign do not print on Invoices/Quotes. Fixed: Services that are set up to ask How many? now print on Quote/Invoice as follows: Inserts (3 pieces/set) Improved: In the above Service set up, if you add a squiggle character (~) after the word(s) in the How many field, the number entered in response will not be printed on Quote/Invoice. Inserts

3 3 Improved: In multi-paper Items, the use of Paper Difficulty row (see Press Difficulty Table) to calculate additional setup times and run and waste adjustments is improved. This improvement results in more accurate pricing. New: If you assign a percentage sign % to the Ask How many? field of a Service, Printer s Plan will increase the calculated Service quantity by a percentage according to the number assigned in response to the question. Example: Service is set up as: Quantity = Total Area (sq.inch) and Ask How many? = % waste. When you add this Service to an Item, Printer s Plan will ask % waste?. Assume your answer is 50; Item quantity is 10; dimensions assigned in the Size field of Item specs is 12 x 24. Total area = 5 x (12 x 24) = 1440 square inches. The adjusted Service quantity is 1440 x 1.5 = This set up may be especially useful for high cost wide format materials where you need only a fraction of the total width and the rest will be wasted. Note: If you add a squiggle character (~) after % waste, the percentage will not print on the quote/invoice. Fixed: Invoice/Quote: When an Invoice/Quote was printed with the Service Notes option, the Paper notes included the Run Size of the paper. Now they don t. Improved: Job window: Some buttons, such as Rearrange and Price List, were not available for History jobs. Now they are. Improved: Orders List: In Version 2010, when you list Orders, the color of the circle next to each Order number shows the status of the Order (green for In Progress, Yellow for On Hold, Blue for Ready to Ship, and Red for Ready to Post). This color coding did not show for Orders listed as a result of a search in the Find window or by Adding Filter. Now it does.

4 4 Fixed: If an Item, in which the Document type is set to Sheets/Pad, includes a Service that is set up as Service Quantity = Sides/Set or Sheets/Set, the quantity of the Service was incorrectly set to the value in the Sheets/Pad field. Now it is set to the number of printed sides of the paper: 1 or 2. Fixed: If a Paper was Auto-Added to an Item (using the new Auto-Add feature in the More Properties window of a Service set up), the Paper specs were left incomplete in the Item. Now, the Paper Specs window opens for you to set the specs of the paper. Fixed: If you had assigned to an Item a Service which was set up as Material Cost only or Time Cost + Material Cost, and then you changed the Service to No Cost No Price and re-priced the Item, the total Service cost was correctly set to No Charge ; however, the Material Cost remained unchanged. Now, the Material Cost is set to zero. Changed: When a book Item was added by selecting the Booklet Items from the New Item(s) window, the Run Size of the Paper was set to equal to the Finish Size. Now it is set to equal to the Parent Size. Improved: When you create a Credit Invoice + Revised Invoice from a History job which has a payment, which you will revise, Printer s Plan will display a window, asking to fix the payment before creating the credit and revised invoices.

5 5 Services section: Improved: Added to the Price Table of a Service is a new option, Multiply the price by, which makes the Table more flexible for various ways of pricing. Also added to the Table is an explanation of how the Service price is calculated from the Table. A/R section: Fixed: In ing PDF documents of Statements, the subject and body of were not populated by the text in the template. Now they are.

6 6 Reports section: Improved: Profitability, Comparison, and Sales by reports for Services were sorted by Category number which was not always the same as the sorting order set by the user in the Services section. Now, they are sorted in the order that is set by the user in the Services section. Improved: KeyReports/Production/Services Done report: Now additional columns display the cost and margin information. Improved: KeyReports/Special Reports/Activities of My Company report now includes an additional section: Fully Paid Invoices and Quick Sales Summary. Export tool: Fixed: Export to QuickBooks: The exported Posting Journal Regular Sales.iif file included an extra General Journal entry. Now, it doesn t. Scheduler tool: Fixed: The Services-To-Do reports now include customers names. Fixed: Papers by Vendor and Type reports: They did not include a subtotal row when the Parent size changed. Now they do. Fixed: Operators were listed by Employee number, and their sort order was ignored. They are now listed in the same order as the sort order assigned in the Operators table in the Settings section and then by Employee number. JobTracker tool: Improved: Now, you can add a filter to any of the Items lists.

7 7 WebLink tool: Improved: To find a customer by Customer ID, match the Customer Name key field to the Customer ID by typing in Customer ID. Fixed: If the Job was ordered from a template, the #Originals (Sheets) was not updated from the . Now the new information shows in the Item Note field as Originals changed from (number) to (number).