Reports

Preview on screen or send directly to printer

Uses relational database

Ad hoc Query report writer, including export to ASCII

ENHANCEMENTS and BUG FIXES
Rev 12/13/05

11/05  Eliminate updating of vendor quotes based on most recent vendor invoice price  Only update quotes when prices are entered as quotes.

11/05  Vendor invoices/purchase orders - if invalid item# entered, display went back to the beginning of the invoice.  The display now returns to the end of the invoice.

11/05  Product scans were setting the last purchase date to the date the scan was run.  Last purchase dates should only be changed when vendor invoices are recorded.

11/05  Enhancement - Price trend report: added columns for the PO# and invoice line from which the price comparisons were based.

11/05  Displayed prices on vendor invoices were changed back to default values when moving the cursor through already received items.  Prices now remain fixed unless manually overwritten.

 11/05  Vendor products - added validation process when saving new items and purchases to make sure that complete information is present.  This fixed the error message that "duplicate records are not allowed." 

11/05  Vendor invoices - when entering line items using Core#'s instead of vendor#'s, sometimes the equivalent vendor item was not displayed.  Fixed.

11/05 Vendor invoices - sometimes after entering quantities and total costs, the display of the item price was zeroed as the cursor moved to the next invoice line.  Fixed.

11/05 PO's with a date received can only be adjusted when viewed as an invoice. This is more intuitive than just not displaying podetail. 

11/05 Deleting when using scan options - Added deletion of related child files.  AS a example if a  product is deleted, related vendor line items should be deleted and should purchase and sakes histories.

11/05 Vendor products - changing master file line items sometimes shifted, eliminated of caused duplicates of remaining vendor line items.  Fixed.

 11/05  Vendor invoices & PO's - Eliminated invalid symbol "Y" for break/catch items.

11/05  Deleting masters - fixed "file not open" error.

11/05  Enhancement - added capability to sell fractional units on menus and customer invoices.

11/05  Enhancement - Price trend report. Improved appearance

11/05  Enhancement - Added login security that limits user ability to add/change and delete .

11/05 Reprinting of posted vendor invoices was only printing a report header, no line items.

10/05 Awarding bids automatically -  make sure all awards = "N" before starting a new awards process.

10/05 Suppressed  redundant "save on exit" message in change codes

10/05 Enhancement - Purchase orders - added "Notes" for blanket PO#'s from vendor smaster file.

10/05 Enhancement - Awarded bids reports - suppress multiple codes & descriptions for same items

10/05 Enhancement  - electronic Vendor price updating - error log (exceptions) printing was using different formats for GFS, Sysco and Misc vendors.

10/05 Vendor invoices - using down arrow when invoice display screen is full was moving to next invoice

9/05 Customer master file - if code entered manually, fields were not displayed.  They were displayed if lookup button was used.

9/05 Enhancement :Customer invoices - added column for taxable or not

9/05 Recipes - changing yield was not changing portion costs

9/05 Recipes - New recipes are disappearing, then re-appearing

 8/30 Fixed "incomplete info" error when entering vendor prices.

8/28  Added ability to use lists to automate building of customer invoices.

8/22  Fixed new "entry into protected file" bug when entering inventory counts.

8/19  Product costing using vendor quotes - if vendor quote is zero, default to last price.  If last price is zero, default to period-to-date average price.

8/18  Fixed PO and vendor invoice bug that reported "edit required" on line items.

8/18  Increased field sizes for product masters to eliminate "number too large for field allocation" error during re-costing. 

8/16 Fixed new product pricing bug in which last prices, ptd ave prices & vendor quotes still showing some zeros

8/9 Fixed new bug that generated "set value" when exiting product master file.

8/9 Fixed new "file 13 required" bug when manually selecting vendor best buys.

8/9 Added capability to electronically update vendor prices from miscellaneous vendors using vendor supplied price lists.

8/9 Added capability to change posted history directly from product master files, without having to reverse orig1nal entries and reenter correct totals.

8/9 Select bids manually - error...file 13 required.

8/9 Products - numerous cosmetic changes to screens. Added date mask to issues, transfers and post meal. Replaced "primary vendor " with "best buy" vendor . Rearranged objects on Misc Setup tab so that prompts matched screen display sequences. Added procedures to ensure that no zero unit costs are displayed.

8/9 Recipes - entering target percent was not calculating needed selling price

8/9 Re-cost all products - cannot exit in middle of transaction error

8/8 Products - Error related to "set value " when moving to new "Posted Totals" tab.

8/2 Redisplaying a grid after a re-cost was adding blank 1st record to the grid.

8/1 Inventory - New program was was not pricing and extending inventory correctly.

7/31 Vendor products - corrupted display during using of arrows on multiple items from multiple vendor

7/29 Vendor invoices - was not correctly saving some totals during adjustments.

7/29 Adding new products - incomplete info error when saving equivalent vendor products.

7/19 Electronic price updating - not all prices updated during bidding.

7/19 Purchase orders...entering Core code didn't display vendor equivalent.

OLDER

Added missing cut, copy, paste, save, and delete icons to top of
screen menu bar. Only some versions were missing these icons.

Changed prompt during posting of vendor invoices that "1 item" was
posted. Prompt changed to "1 invoice" posted.

Added capability to make changes to product master file history from
new "Posted History" screen. Previously changes could only be made
by "reversing" and "reposting".

Added updating of vendor CORE generic items whenever product master
file values are changed (such as SU's, RU's RU's per SU).

Added new option to list codes that are in use. Purpose is to find
available (unused) codes for use when adding new products and
recipes. 6/05

Now displaying on product and recipe master file screens whether
costing is based on last purchase prices, period-to-date average
prices, or vendor’s quoted prices. 6/05

Re-formatted “Recipe as Entered” report. Product and sub-recipe
codes are now in different columns. Suppressed “Preparation
Instruction” title when no instructions exist for a recipe. 6/05

Lookup panel in product master file now displays products only.
Previously panel displayed products and recipes. 6/05

Added popup messages as to what required information was missing
when trying to save new products and recipes. 6/05

Added capability to use default values of START to FINISH when
deleting vendor history. Previously date ranges were required. 6/05

Changing patrons and/or sales in existing menus now triggers
automatic recalculation and redisplay of sales, costs, margins
and mixes. Previously this occurred behind the scenes during
the saving of the entire menu. 6/05

Simplified screens that are used when adding, deleting and changing
information related to multiple inventory sites. Fixed bug related
to not deleting data directory during deletion of a site. Information
was being deleted, but an empty directory was remaining. 6/05

When marking a product as “Best Buy” on the equivalent vendor products
screen, a popup reminder message is displayed that only one vendor
equivalent product can exist for any one generic product. 6/05

Added contrasting color to master file tabs to highlight “optional”,
advanced setup information. 6/05

Fixed bug related to product costing using vendor’s quoted prices.
Was double dividing the number of storage units per purchase unit. 6/05

Rearranged fields on the product master file screen so that all
required information can be entered on the first displayed screen,
including initial costs. 6/05

Eliminated bug in quick-check “Locate Indexes Needing Repair” utility
which stopped processing if a file was encountered which wasn’t
installed. Not all installations require all files. The actual re-
indexing utility did not have this bug. 6/05