High Voltage Shareware/high1.zip/high1/DIR15/BAS16.ZIP/UPDATES.DOC

Text File | 1993-11-16 | 11KB | 215 lines

* UPDATES.DOC - Business Accounting System, Revision 1.6

// Revision 1.6 Notes // We needed a new version number. Seriously,
I've put so many little changes into 1.5, I thought it was time to
increment the version. Also, I have a new mailing address which I need
to distribute.


// Revision 1.5 Notes //

As with invoice printing, you may now customize printing of client
statements. You can do so by specifying Statement Printing as "Custom"
on the System Installation screen. In the "Standard" format, statements
have been designed for a preprinted pin-fed form, which IS NOT a
8.5"*11" form. If you wish to generate statements on plain paper or some
other 8.5"*11" form, you'll need to respond "Yes" to the prompt for
utilizing long statement forms. The format for long forms is also
slightly different from that of the Standard short form.  All other
prompts in this area are similar to those prompts within the custom
invoice printing option grid. You can change these settings at any time
by selecting the System Installation option of the Utilities menu.

Support for the British date format, MM/DD/YY, has now been added.
Please note, the American date format, DD/MM/YY is the default setting
for the BA. To enable the British date format, add the following line to
your AUTOEXEC.BAT or other start-up batch file:

    SET BA_DATE=BRITISH

All date entries within the BA should respect this setting.

From within each Item Code screen, you may now indicate whether or not
the billing units for that Item are to be printed on client invoices.
This prompt is indicated as, "Print Detailed Units on Invoices? (Y/N)."

Answering "Yes" to this prompt will print the actual number of billing
"Units" for this Item on any given client invoice. Conversely, if you
wish to track the number of units billed for a given Item Code, but
don't wish to print the actual number of "Units" on a client invoice,
then answer "No" to this prompt. This feature gives you the best of both
worlds by allowing you to track the total cummulative billing units for
a particular item, without disclosing to the client the actual number of
units you are billing them for.

// Revision 1.4 Notes //
One enhancement has to do with the way sales tax is calculated and
tracked. Within the Installation screen, and the Invoice Header screen,
you may now define a separate Sales Tax Rate for both products (goods),
and  services. With this feature, you can essentially calculate sales
tax at one rate for products, and at another rate for services. If
services are not deemed taxable within your geographic area, then leave
this rate as 0.000%.

Canadian users should calculate the rate for products by adding the GST
and Provincial Rates together, to yield a combined tax rate for
products, while the tax rate for services should be defined as the
current GST rate. For example, assume a GST rate of 7.0% which applies
to products (goods) and services, and a Provincial rate of 8.0% which
applies only to product sales. To configure these rates for use with the
BA System, you should define the Sales Tax Rate for Products as 15.0%
(7.0% GST + 8.0% Provincial), and the Sales Tax Rate for Services as
7.0%.

The printed invoice will disclose a Nontaxable Sales Subtotal, a Taxable
Products Subtotal, a Taxable Services Subtotal, the Sales Tax Total, and
the Invoice Total. The Sales Tax Liability Listing will also disclose
the Taxable Products Sales, Taxable Services Sales, the Product Sales
Tax Total, the Services Sales Tax Total, and the Total Sales Tax
payable.

Another new feature added to the BA is the ability to post billings for
client work-in-progress (WIP), and is accessable from the client screen
menu. WIP billings are for charges which have been incurred, but not yet
invoiced. Entry of WIP records is virtually identical to the posting of
invoice detail line items, so if you know how to post detail line items,
you already know how to utilize the WIP feature.

When you are ready to generate a client invoice at some time in the
future, the BA will automatically detect the presence of WIP postings,
and allow you to import the postings into the current invoice screen.
Once you select to import these postings, you may then perform
additional revisions to them, and/or add additional invoice line items.
Once the invoice is posted and saved, the WIP records for the client
will automatically be purged and removed from the system files. It is
perfectly acceptable if you do not wish to utilize the WIP feature of
the BA System.

If you wish, you may now have the client look-up window be automatically
invoked upon initial start-up of the BA. Refer to the README.DOC file
for specific instructions on how to accomplish this.

Other small "odds and ends" are listed below.

ASSORTED UPDATES/FIXES:

// Rev 1.6a //
* 11/16/93 Revise Items Sales Analysis (again), Summary and Detail
formats, to allow larger numbers in columns qty, cost, price, margin.
Too large a number generates "numeric overflow" fatal error during
report run.

// Rev 1.6 //
* 11/04/93 Added "Print Order Form" menu option to Utilities Menu. The
option only appears in non-registered versions.

// Rev. 1.5d //
* 11/04/93 Revised Client Sales Analysis report to exclude unapplied
cash invoices (Invoice Type "R") to disclose trues sales amount(s).
Thanks for the suggestion, Frank Loyke!
*10/14/93 Added extra line feed to end of invoice specifically for file
output. Embedded page eject character may cause some faxing softwares to
ignore that specific line when encountered.
* 10/07/93 Updated accompanying text files for change of address
* 08/24/93 Added support for "Custom" client statement printing within
System Installation screen.
* 08/22/93 Revise Item Activity report, available from within each item
screen, not to include sales tax for Net Profit column.
* 08/20/93 Added support for British date format. This should be of
special help Australian users.

// Rev. 1.5c //
* 08/05/93 Revision to Item Sales History report, Summary format, to
widen reporting field for Extended Price, so to support cummulative
sales for any given item up to $ 99,999,999.99, and prevent error
"numeric overflow".

// Rev. 1.5b //
Applied patch for MS DOS 6.0 EMM386 compatiblity; DOS 6.0 had changed
signature of EMS pageframe which Clipper (the language the BA is written
in) was unable to recognize. Same type of problems may also have existed
when utilizing certain EMS switches in QEMM and 386Max.

// Rev. 1.5a //
* 05/04/93 Fixed glitch in Multi-user version which caused abnormal
program termination when voiding a client invoice; had neglected to lock
client record during update.

// Rev. 1.5 //
* 04/18/93 ROD Squashed bug which "sometimes" occurred when running
one-time structure update during upgrades. For whatever reason, new data
files, BAWIP.DBF and BAWIP.DBT, were not being created properly unless
the DOS SHARE.EXE program was loaded. I just rewrote that area a little
differently, and now it works fine. Must be a bug in the language...
* 03/05/93 Revise to not check for printer being online when displaying
reports (from reports menu) to the screen.
* 02/19/93 Revise "Net Profit" column on individual Item Activity report
to calculate sales tax as part of cost rather than sales revenue.
* 02/09/93 Add support for designating whether or not detailed billing
units for a particular Item, are to be printed on the client invoice.
* 02/09/93 Widened Client screen fields, Department to 20 characters,
and City to 18 characters.
* 02/09/92 Fixed the "one-time" update of client work-in-progress file,
in which this file is created if not found to exist, to create two
decimal places for billing units. If the file, BAWIP.DBF/DBT is present,
and the 2nd decimal place for Units is missing, the "one-time"
conversion should automatically create the 2nd decimal place. Sorry
about this one!

// Rev. 1.4c //
* 02/08/93 Fixed problem when editing invoice line item notes for a
fully paid invoice. Line item note content was not being initialized
prior to edit.
* 02/08/93 Fixed problem in work order printing which caused abnormal
program termination just prior to actual printing.

//Rev. 1.4b //
* 01/17/93 Revise point-of-entry Invoice print/reprint to allow print to
filename in addition to standard printer output. This will create an
ASCII text on a drive/directory path of your choosing, with a filename
of <invoice number>.INV. One use for this feature would be the ability
to transmit an invoice to a client via modem, as opposed to mailing a
printed copy. THIS FEATURE IS ONLY AVAILABLE TO REGISTERED USERS.

//Rev. 1.4a //
* 01/11/93 Revise System Installation screen update to allow user to
change next sequential invoice, work order, and expense transaction
number to assign.

// Rev. 1.4 //
* 09/17/92 Fixed page break problem in invoice printing. Page eject was
not being issued when detail line items were void of supplemental notes.
* 09/28/92 Updated menu look for item and client screens.
* 09/28/92 Added support for client work-in-progress (WIP) as an
available menu option from the client screen menu.
* 09/28/92 Added support for unique, separate sales tax rates for item
products (goods) deemed taxable, and item services deemed taxable.
* 09/28/92 Revised menuing to incorporate submenu choices for Expense
Maintenance.
* 09/30/92 Added ability to load client look-up window upon start-up.
* 10/22/92 Fixed "sequence numbering" problem when editing/deleting WIP
records.

// Rev. 1.3 //
* 09/14/92 Fixed program error in invoice detail edit. Line item
additions were not being saved to live files when invoice line item was
added, then edited _within_ the same editing session.

// Rev. 1.2 //
* 08/18/92 Fixed program error when initiating Item Look-ups by partial
Description; item code index was always being openned regardless of
search selection criteria.

// Rev. 1.1 //
* 06/01/92 Updated to support 2 decimal places for Billing Units
pallowing user to bill on the quarter hour (i.e. 1.25 hrs.)

// Rev. 1.0 //
* 02/26/92 Fixed entry-level password; pressing [Enter] at prompt
without having defined a super-user password had gained entry.
* 05/27/92 Fixed program error resulting in abnormal termination when
voiding an invoice which has had write-off adjustments posted against
it.

* end of file UPDATES.DOC