by Avontus Support
2. April 2011 08:46
The 2011 version of Quantify has been published to the update server. Being a major update, this version has numerous new features and enhancements.
New Features
- When returning goods you can now return damaged and missing items as well as bill for these items. There are three status', Damaged, Damaged Beyond Repair, and Lost/Scrap. The labels for these statuses are customizable in Global Options. To turn on 'Out of Service' items, edit your branch office or laydown yard and check the box for tracking these items.
- Quantify can now be used for managing small tools. The main grid can easily support the display of a million or more items, and a shipment can handle tens of thousands of serial numbers. There is also a new setting that enables servicing items upon return, via service tickets. Service tickets are used to restock items that require servicing after returning them.
- Tracking by order has been enhanced to include work orders, which are assigned to purchase orders. These purchase and work orders are represented by a treeview combobox on both the job site and scaffold tag.
- There is now the ability to subscribe to email notifications so that you can receive only the ones you want to receive. When location-based security is turned on you'll only receive notifications for the locations that you're assigned to.
- In addition to email notifications, all notifications are now saved and can be viewed in Quantify on the Notifications button on the toolbar.
- There is a new item on the File menu ('Change my notifications') that allows the user to subscribe to these notifications.
- There is a new 'Product Activity' report that shows the history of a selected part on all shipments.
Enhancements
- The digital certificate for Quantify has been updated. If you've previously synchronized with QuickBooks, or have trusted the old Avontus digital signature for some other reason, you will need to re-establish the relationship between Quantify and this product.
- The average cost for items on a transactions is now recorded at the time of the transaction. This can be seen in the transactions product pivot.
- When clicking on a corporate structure (blue node) in the treeview the total quantity is now displayed.
- Removed the cost from the 'Selected Product Quantities by Location' report since this report is available to most roles. This value is still available in the Pricing pivot.
- Added totals to 'Selected Product Quantities by Location' report
- When working in rate profile mode, you can now edit the rent rates on a shipment by checking the box in Global Options to edit the rent rate on the shipment.
- Serialized parts are now always displayed on a shipment individually. (Previously, to select a serialized part to be included you had to select a button and then check the item to be included from a list.) Now, the list is shown in line with your regular inventory, separated by a serial number. The textbox search filtering now also includes the serial number in the filter.
- If you're tracking serialized assets, the serial number for the parts is now displayed in the Shipment pivot report for the jobsite.
- Added a new note in Global Options that will appear on all shipments. This note does not appear on the return pick ticket for the jobsite, for which there is a separate note option.
- Addresses are now copied from the parent job site (or job site group) when creating a new job.
- Accounting item types are now broken out into individual charge types on the invoice. This allows for unlimited flexibility when syncing with accounting software using the Quantify API.
- We now allow the date (day) to be removed from the product history. You can drop the year and month to see totals by these ranges as well.
- The subscription for serialized part notifications has been moved from the checkbox on the user to the list of subscriptions. If you previously had this checkbox checked, you will need to edit your notifications (file menu) and re-subscribe to it.
- The starting address for the driving directions on a jobsite now defaults to the parent branch office or laydown yard shipping address.
- You can now add a serial number and stock it at a branch office from within the branch office adjustment dialog box. Before, you had to add it in the catalog, then purchase it through a transaction.
- In QuickBooks a zero invoice marked as Paid is voided. Quantify now recognizes this and properly sets the invoice to voided.
- The old product reports contained within the product catalog have been combined into the new report control, plus a new product pivot has been added that allows you to filter and move around columns to sort and group data.
- The treeviews for the customers and vendors now display the total number of customers or vendors in a status bar below the tree. Number of contacts is also displayed.
Bug Fixes
- Fixed issue with product history exception in rare situations with an invalid stocking location.
- Made the resolution of negative job balances recognize permissions, which uses the same permission to adjust inventory at a branch office. When location-based permissions are on, user must be assigned to both the job and the branch office.
- When viewing by customer in the tree, selecting the customers now shows all of the equipment contained within the jobs for this customer.
- When creating a jobsite group on another group, the subgroup wasn't inheriting the permissions from the parent it was created from.
- Improved performance loading customers and vendors in the treeview.