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iPROsoft Pty Ltd
March 2005
iPROsoft Version 2.8 New Features – Program List

This document contains a list of new and enhanced iPROsoft programs, reports and utilities that have been included in Version 2.8

The list is not necessarily exhaustive since new programs and enhancements, in particular, may be included at any time due to legislative changes, statutory rulings, etc.

Should you require further information, please do not hesitate to contact the Brisbane Head Office.

LEGEND

H – Enhancement
N – New
E – Program
R – Report
U – Utility
Z – Z Parameter

PLEASE NOTE, ALL NEW Z PARAMETERS WILL BE SWITCHED OFF.

GLOBAL SYSTEM CHANGES
TYPE	PROGRAM	DESCRIPTION

H E	GLOBAL	All U-LAUNCH Explorers New icon and function key (F9) to export the filtered contents of any U-LAUNCH enabled explorer to a CSV file and open the CSV file with Excel (post version 97). If Excel is not available, and the Z parameter ZNOEXCEL is installed, the CSV file is opened with whatever application is associated with the .CSV file extension New icon and function key (F8) for accessing user defined procedures Program codes are now displayed on all pull down menus
H E	GLOBAL	All tabbed Programs Ability to change tabs using the windows default keyboard shortcut Shift+Tab
H E	GLOBAL	All Master/Detail U-LAUNCH enabled list views When the user clicks on the new icon (Ctrl+N) the master fields are now passed as parameters for new records
H E	GLOBAL	Related Programs (F7 Button) All related programs menus have been enhanced with the ability to run any program available to users (subject to their security level) by pressing the F10 (Run a program) function key
H R	GLOBAL	Report Viewer Enhancements Coloured lines: Page breaks are now shown in dashed-green and header underlines in royal blue When freezing columns, lines are now continuous between the frozen and scrollable part of the viewer The width of the viewer has been increased to 300 characters to accommodate wider reports
N Z	GLOBAL	ZNOEXCEL Excel is not installed

CLIENT MANAGEMENT (01) (Sales Prospecting)
TYPE	PROGRAM	DESCRIPTION

H E	E1911	Contact Details Ability to validate contact ratings against pre-defined ones
H E	E1991	Client Details Ability to validate contact ratings against pre-defined ones
H E	E1992U	Client Management Explorer Ability to display the last incomplete action date (Sales Prospecting Tracking notes)
H E	E199401	Client Management Ratings Maintenance Data entry screen for Prospect Ratings
H E	E199401U	Client Management Ratings Maintenance U-LAUNCH enabled list view program showing all Prospect Ratings
N E	E199101U	Enquiry Register Listing of all prospect enquiries
N E	E199101	Enquiry First Registration Data entry program for the management of prospect enquiries
N E	E199102	Enquiry Follow-up and Status Edit Data entry program for additional prospect information
N E	E191101	Contact's Ratings Maintenance Data entry screen for Contact Ratings

ESTIMATING, MEASUREMENT AND B.O.Q. (02)
TYPE	PROGRAM	DESCRIPTION

H E	E412	Quotes & Estimates Accepts validated pre-defined Elemental, Period and Resource entries for non-“explodable” quotes at bill level or resource at sub-bill level User interface made simpler by providing several entry points into the program depending on the intended task to be performed and by disabling scan mode for data entry
H E	E41201	Quote Types Maintenance Data entry form for maintaining quote types and descriptions
H E	E4141	Quote Elemental Codes Data entry form for maintaining Quote Elemental codes
H E	E4151	Quote Resource Codes Data entry form for maintaining Quote Resource codes
H R	R432	Bill of Quantities Report Option to output Resources breakdown at the bill or sub-bill level
H U	U412	Quotation Copy Utility Includes Elemental, Period and Resource codes
H U	U415	Quote Read Utility Sensitive to the jobs' parameters and add GST to the items read in where appropriate
H U	U433	Quotation Parity Utility Can copy Elemental, Period and Resource codes
H U	U432	Quotation Merge Utility Includes Elemental, Period and Resource codes
H U	U435	Quotation Parity Utility Includes parity with future trade prices of Price book
N E	E41201U	Quote Types Maintenance U-LAUNCH enabled list view program showing all Quote types Codes used in quotes
N E	E41301	Quote Status Maintenance Data entry form for maintaining quote status and description
N E	E431U	Quote Items U-LAUNCH Explorer U-LAUNCH enabled list view program showing all items that make up a Quote

N E	E41301U	Quote Status Maintenance U-LAUNCH enabled list view program showing all Quote Status Codes used in quotes
N E	E4141U	Quote Elemental Codes U-LAUNCH enabled list view program showing all Elemental Codes used in quotes
N E	E415	Quotes Tracking Information Maintenance Entry program to capture Quote tracking information such as Sales Person, Quote type, Status, Order probability and follow-up date
N E	E4151U	Quote Resource Codes U-LAUNCH enabled list view program showing all Resource codes used in quotes
N R	R418	Quotes Register with Values and Win Probabilities General report for selecting quotes for a range of quote numbers, client codes, date, type, status, sales person, estimator and probable order date
N R	R4310	Differences Between Estimate and Trade Price Cost Allows comparisons of BOQ item prices and Trade Prices, prices from suppliers from a Specific Area, the Preferred Supplier prices, the Lowest Cost Prices or the Trade Prices as at future date
N R	R437	Quote Items by Element Report that lists BOQ items sorted by Elemental code tried
N R	R439	Quote Items by Period Prints the items of a quote subtotalled by period
N U	U4312	Quote Item Search and Replace Utility

H E	GLOBAL	Payroll Global change in the system from "Leisure Leave" to RDO
H E	E1244	Worksheets Entry New button to un-commit the worksheet so that changes can be made to it before processing payroll. Save RDO accrual when committing a worksheet and adjust the RDO accrual when un-committing
H E	E261	PAYG Payment Summaries Allow Tax wording for more than 100,000.00 dollars
H E	E309U	Personnel Explorer Ability to display last incomplete action date from Employee Tracking notes
H E	E311	Personnel Awards Option to flag the first daily and first weekly allowances for inclusion in the annual leave loading calculation
H E	E352	Timesheets Only Can cater for Admin jobs flagged as not accruing annual and/or sick leave
H E	E353	Recurring Pays with Deductions The need to load a recurring pay to save deductions in E353 - Timesheets & Pays, during payroll processing, has now been eliminated

H E	E353	Timesheets & Pays Option to include in the annual leave loading calculation the first daily and first weekly allowances Display only active employee deductions and check against deduction limit Allow overwriting of fields in Termination Pay screens For Z35304 installed: Job hours are entered from Monday to Sunday For Z35306 installed: Calculate and pay RDO at the rates it was accrued Only accrue RDO's on overhead jobs that are flagged to accrue RDO Allow general and/or individualised payslip notes Cater for Admin jobs flagged as not accruing annual and/or sick leave For Z35307 installed: Allow more than 1 monthly pay to be processed in a period
H E	E354	Daily Job Times (Current week only) Cater for Admin jobs flagged as not accruing annual and/or sick leave
H R	R261/P	PAYG Payment Summary Print Allow Tax wording for more than 100,000.00 dollars
H R	R305	Leave Liability Print to end of page if ZPRINTFULL is installed Accommodate large values
H R	R351	Timesheets report Accommodate larger values
H R	R3510	Adhoc Allowance Report Adhoc code selection
H R	R353	Timesheets Report Accommodate large values Apply on-costs percentage
H R	R354	Timesheets Report Apply on-costs percentage

H R	R3615	Fortnightly Pay Document For ZR36708 installed: Allows selection of Home office For ZR36707 installed: Blanks the hours worked for monthly employees Print termination break down Print individualised or general Payslip Notes
H R	R367	Weekly Pay Document For ZR36708 installed: Allows selection of Home office For ZR36707 installed: Blanks the hours worked for monthly employees Print termination break down Print individualised or general Payslip Notes
N E	E584	Payslip Standard Notes Enter and maintain standard notes that can be printed on payslips
N E	E585	Personnel Payslip Notes Run from E353 - Timesheets & Pays to add a payslip note (or modify a general payslip note) for each employee
N R	R309	Leave Liability Report by Home Office Leave Liability report can now be run by home office
N Z	E353	Z35303 In E353 provide a pop up for user RDO allocation
N Z	E353	Z35304 Display and enter hours in E353 – Timesheets & Pays from Monday to Sunday
N Z	E353	Z35305 RDO paid at public holiday rate - When RDO is accrued while working on a public holiday it is paid out at the public holiday rate i.e. triple time
N Z	E353	Z35306 When RDO is taken pay hours at the rate that they accrued
N Z	E353	Z35307 Allow more than 1 monthly pay to be processed in a period

RECURRING PAYS (03a)
TYPE	PROGRAM	DESCRIPTION

H U	U352	Employee Default Pay Utility Cater for Admin jobs flagged as not accruing annual and/or sick leave Update the payroll for sick-leave, adhoc allowances and deductions in line with E353 – Timesheets & Pays

DEDUCTIONS (03b)

N E	E241	Schedule of Employee Deductions Program re-written to comply with U-LAUNCH framework Include a Deduction limit (deduction automatically becomes inactive when the limit is reached) Include an active flag for manual discontinuing The Deduction to date is also displayed
N E	E241U	Schedule of Employee Deductions Master / Detail U-LAUNCH enabled listview showing all deductions for an employee
N E	E251	Standard Schedule of Deductions Program rewritten to comply with U-LAUNCH framework Include a Deduction default limit
N E	E251U	Standard Schedule of Deductions U-LAUNCH enabled listview showing all standard deductions
H E	R233	Employee Net Pay Deduction Report Validate the Week Ending dates of the selection criteria

HUMAN RESOURCES (03e)

N E	E3041	Personnel Tracking Save the last incomplete action date so that it can be displayed by E309 – Personnel Explorer
N R	R3041	Personnel Tracking Report by Author Selection criteria includes ranges for employee code, author, creation date, action date and key words
N R	R3042	Personnel Tracking Report by Employee Selection criteria includes ranges for employee code, author, creation date, action date, resolved/unresolved and key words.

ACCOUNTS RECEIVABLE / DEBTORS (04)
TYPE	PROGRAM	DESCRIPTION

H E	E2051	Debtor Invoices For Z20544 installed: Invoices are constrained to the current month if user security level less than or equal to the Z parameter level. If Z20701 is installed: If the job has a claim schedule, allow the saving of an unpublished invoice so that R1175 progress claim schedule can be run for an unpublished invoice
H E	E2059	Invoice Loader Additional buttons to move selected record up/down Enhanced to allow multiple selection of records using Shift or Ctrl buttons
H E	E2101	Credit Notes For Z20544 installed: Invoices are constrained to the current month if user security lever less than or equal to the Z parameter level
H R	R2002	Debtor Transaction List Enhanced to relax the From Period to accept any period
H R	R20510	Client Invoices Posting Report Report Retention net of GST
H R	R2059	Aged Debtors for a Nominated Period Additional selection criteria: Branch (From/To)
N Z	E2051	Z20544 When installed limit Invoice dates to that of the current month if user security is less then or equal to the Z Parameter level

HOUSING – STANDARD INVOICES AND STAGES (04b)
TYPE	PROGRAM	DESCRIPTION

N E	E1031	Default Claim Break & Narratives Program rewritten

B.O.Q. INVOICES (04e)

H E	E2054	BOQ Invoicing Cater for Fixed Asset Sales If chained from the Fixed Assets U-LAUNCH (E302001U), it allows entry of any contract job and treats the sale as Fixed Asset sale Enforce the rules for maintaining a low value pool if one is set up
N Z	E2054	Z205406 Load BOQ Items from Estimate - When installed run U2054 to load BOQ items from the jobs estimate.

ACCOUNTS PAYABLE / CREDITORS (05)
TYPE	PROGRAM	DESCRIPTION

H E	E2204U	Creditors Explorer Ability to display last incomplete action date (Creditors Tracking notes)
H E	E2259U	Variation Dissection Committed costs List of Orders linked to a specific Variation Dissection
H E	E2261	Creditor Invoices For Z226123 installed: Invoices are constrained to the current month if user security lever is less than or equal to the level specified for the Z parameter. Recalculate the GST if the invoice amount is edited. Display the Due Date of the order User defined Terms of Payment Retention percentage calculation revised
H E	E2262	Creditor RCTI's For Z226123 installed: Invoices are constrained to the current month if user security lever is less than or equal to the level specified for the Z parameter. Recalculate the GST if the invoice amount is edited. Display the Due Date of the order User defined Terms of Payment Retention percentage calculation revised
H E	E2351	Creditor Payments Use the default Lodgement Reference (specified via E2201- Creditor Details) for all EFT Creditors
H E	E2355	Creditor Payments Accept the default Lodgement Reference for EFT Creditors. This reference can be edited for each payment. Allow payment of ZZZGST for invoices on closed jobs
H R	R22536	Creditor Retention Report Additional column to show retentions exclusive of GST
H R	R22610	Creditor Invoice Posting Report Reports Retentions net of GST
H R	R22611	Creditor Retention Report Extra columns to report values exclusive of GST
N Z	E2355	Z235522 When installed don't print the date and time on the remittance advice
N Z	E2261/2	Z226123 When installed constrain invoice dates to that of the current month if user security is less then or equal to the Z Parameter level

N Z		R22513	ZR2251302 Default closed jobs to Y
N Z		R22513	ZR2251303 Default output or booked costs for committed to C
N Z		R22513	ZR2251304 Default unpublished orders to Y

WITHHOLDING TAX PAYMENTS (05b)

H E		E2311	WHT Payments Allows WHT payments for 30, 60 or 90 days

PURCHASE ORDERS (05c) (Procurement)

H E	E2251		Purchase Orders Chain to E2258 – Purchase Order scan instead of using the old style scan For Z225122 installed: Allow expected delivery dates on each line item For Z225123 installed: Allows access to increase the PC Sum on a published order, either by overtyping the PC Sum value or by the addition of extra items (does not allow editing or deletion of existing items)
H E	E2254		Purchase Orders Variations For Z225122 installed: Allow expected delivery dates on each line item Chain to E2258 – Purchase Order scan instead of using the old style scan For Z225123 installed: Allows access to increase the PC Sum on a published order, either by overtyping the PC Sum value or by the addition of extra items (does not allow editing or deletion of existing items)
H E	E2257U		Purchasing Explorer Ability to display last incomplete action date (Order Tracking notes)
H R	R2258/B		Purchase Order Printing Expected Delivery Dates of line Items

DELIVERIES AND EXPEDITING (05d)
TYPE	PROGRAM		DESCRIPTION

N Z	E2251		Z225122 Allow entry of expected delivery date for line items
N Z	E2251		Z225123 Allows access to increase the PC Sum on a published order, either by overtyping the PC Sum value or by the addition of extra items (does not allow editing or deletion of existing items)
N Z	E2251		Z225124 Default New Orders to Not Published - When Z225110 is installed, default publish flag to N
N Z	E2251		Z225125 Save new Purchase Orders as Cancelled, when Z225110 installed. When escaping, if order narration is blank, save narration as “Cancelled Order” if order is not published.
H E		E2242	Expediting Scan Display the 3 extra item descriptions
H R		R1205	Expediting Report - Current Status The selection criteria have been reordered to reflect the sorting order of the report

EFT FOR CREDITORS (05f)

H R		R2406	Create Creditor EFT ABA File Include the Lodgement Reference for each Creditor

INVENTORY (06) (Contractors Inventory)
TYPE	PROGRAM	DESCRIPTION

H E	E1851	Requisition Entry Cater for variable dissection names

CASH BOOK (07)
TYPE	PROGRAM	DESCRIPTION

H E	E2456	Bank Transfer For Z245601 installed: do not automatically cash receipt or payments
H E	E2458	Intercompany Transfers Allow up to 99 cheques per transfer
N R	R24511	Cashbook expenses by Branch Selection criteria include ranges for branch code, account code, date and whether to include creditor and cash book expenses
N Z	E2456	Z245601 When installed, E2456 doesn't automatically cash receipts or payments

GENERAL LEDGER (08)
TYPE	PROGRAM	DESCRIPTION

H E	E911	General Ledger Journals Create a balancing entry if Z91102 is also installed and the journal does not balance for the branch
H E	E982	Debtor & WHT Account Codes Re-organised as a tabbed program Additional Fixed Assets Information
H R	R904	Profit & Loss Exclude printing of Branches with no movement
H U	U904	General Ledger Chart Copy Utility Exclude consolidated branches when copying
H U	U2517	General Ledger Post Utility If an account has been entered in E2051 –Invoices/Progress Claims, and Z20518 - Select GL A/C For Debtor Invoices installed, then post the receipt to that account, not the default account
H U	U2519	Payroll Posting For Z251902 installed: For admin job less than 101, post to the employee's Home Office Branch instead of the default branch of the admin job
H U	U25110	Payroll Posting For Z251902 installed: For admin job less than 101, post to the employee's Head Office Branch instead of the default branch of the admin job
N Z	E911	Z91104 Create a balancing entry if Z91102 is also installed and the journal does not balance for the branch
N Z	U2519	Z251902 Post overhead job transactions to home office branch
N Z	U9000	ZU90001 Will log out all users at the time when the batch posting is to be run

MAINTENANCE (09)
TYPE	PROGRAM	DESCRIPTION

H E	E613	Main Menu F9 to run E510301 – Procedures program
H E	E461	Price book Accept a future item price and a future date on which that price will become effective
H E	E461U	Price Book Field added to search for item
H E	E2201	Creditors details Allow countries China and Hong Kong in addresses Accept a default lodgement reference for EFT payments
H E	E22003U	Supplier Specific Pricing U-LAUNCH enabled list view program listing the items that have been specifically priced by the selected su pplier, equipped with a quick-search option
N E	E51	Terms of payment User definable terms of payments maintenance program
N E	E51U	Terms of payment U-LAUNCH enabled listview program showing all Terms of Payment
N E	E20061	Multiple site Addresses Data entry form for Multiple site addresses
N E	E20061U	Multiple site Addresses U-LAUNCH enabled list view program showing alternative site Addresses for a client. Multiple site addresses may be defined for each Area Code for each debtor
N E	E46101	Future Price maintenance Data entry form for maintaining future unit prices and dates of items in the price book
N E	E46101U	Future Prices Explorer U-LAUNCH enabled list view program showing future unit prices and dates of items in the price book
N U	U46101	Utility to update the Trade Price with the future price Moves the future price to the actual price of the item if the future date falls within the selected range
N R	R51	Terms of payment Listing of all terms of payment
N Z	R2001	ZR2000101 When installed don't print the company name on the top of the BAS Audit trail

UTILITIES (10)
TYPE	PROGRAM	DESCRIPTION

H E	E614	Related Programs Menu New button for user defined Procedures
H U	U002	End of Year Utility Enforce the rules for maintaining a low value pool if one is set up
N E	E616	User Procedures Menu Allow users to select and view any procedures that have been set up for them
N E	E510301	User Procedures Maintenance To be used by administrators to set-up group or individual procedures

PRIVATE MENUS (10d)

H E	E612	Private Menus New button for user defined Procedures

CONSULTANT, SUPPLIER AND SUB-CONTRACTOR DATABASE (11b)
TYPE	PROGRAM	DESCRIPTION

H E	E1912	Creditor Contact Details Ability to validate contact ratings against pre-defined ones
H E	E2202	Creditor Details Ability to validate contact ratings against pre-defined ones Ability to enter a Default Lodgement Reference for each EFT Creditors Allow China and Hong Kong in Address (Country)
N E	E220101	Creditor Ratings maintenance Data entry screen for Creditor Ratings
N E	E220101U	Creditor Ratings maintenance U-LAUNCH enabled listview program showing all Creditor Ratings

DOCUMENT AND DRAWING REGISTER (11c)

H E	E702	Document Assistant Sensitive to milestone scheduling: If the document is published and the document code has been attached to a milestone activity for the job, then the activity will be marked as completed For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701
H E	E703	Stored Document Loader For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701
H E	E711	Document Body Details Ability for the Author to specify if a document is private, in which case only the author and users of high security level can view the contents of a document
H E	E712	Document Cross References Allow cross-referencing an employee code Allowance made for accepting in the future, employee Classification code and Quotation number as cross references

11c Continued…
TYPE	PROGRAM	DESCRIPTION

H E	E713U	Document System Explorer Ability to display last incomplete action date (Document Tracking notes)
H E	E741	Document Tracking Save the last incomplete action date so that it can be displayed by the Documents explorer
H E	E771	Document Attachments For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701
H R	R712	Document Preview For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701
H R	R723	Complete / Incomplete Actions For Z71101 installed: Prevent non authors from viewing document if flagged as private and user level is less than level specified in E2701
H U	U712	Document Deletion Utility For Z71101 installed: Prevent non authors from deleting a document if flagged as private and the user level is less than the level specified in E2701
N E	E714U	Job Documents Explorer U-LAUNCH enabled listview program to display all documents associated with a specific job. This explorer is sensitive to security levels
N E	E718U	Documents by Employee U-LAUNCH enabled listview program to show all documents cross-referenced to an employee
N Z	E711	Z71101 Prevent viewing of documents flagged private by users with security less than that specified in E2701

JOB COST, PERFORMANCE AND FORECAST (12)
TYPE	PROGRAM	DESCRIPTION

H E	E1100	Job Details New F7 related programs button For Z110001 installed: allow locking of job budget by anyone. Unlocking for high security users only Ability to select a site address from multiple site addresses all linked to the same client Automatically generate milestone scheduling if the module is installed and a job of the same job-classification has been designated as a template for milestoning through E10931 – Job classifications
H E	E11018U	Jobs Explorer Ability to display last incomplete action date (Job Tracking notes)
H E	E1102	Overhead Jobs Ability to flag jobs to accrue (or not) RDO Allow multiple Fixed Asset jobs (range 900 – 999) per branch Allocate Job 16 for unpaid sick leave Ability to flag jobs to accrue (or not) sick leave Ability to flag jobs to accrue (or not) annual leave
H E	E1111U	Variations Explorer Includes footer displaying the variation breakdown by status and whether a variation was included in the statement/contract or not
H E	E1111	Variations For Z111110 installed: Allow locking of budgets by anyone. Unlocking for high security users only
H E	E1121U	Rise & Fall Explorer Includes footer displaying the Rise & Fall breakdown by status and whether a variation was included in the statement/contract or not
H E	E1121	Rise & Fall For Z112110 installed: Allow locking of budgets by anyone. Unlocking for high security users only
H E	E1131/U	PC Sums Explorer Includes footer displaying the PC sums breakdown by status and whether a PC sum was included in the statement/contract or not
H E	E1131	PC Sums For Z113113 installed: Allow locking of budgets by anyone. Unlocking for high security users only

H E	E1141	Variation Cost Budget Caters for Variable Dissection names
H E	E1151	Rise and Fall Cost Budget Caters for Variable Dissection names
H E	E1161	PC Sum Cost Budget Caters for Variable Dissection names
H E	E20001	BAS Lodgement Assistant Relax start month so that periods less than –11 can be loaded
H E	E583	Job Notes Ability to Trigger Milestone Scheduling when an email is sent Text is not highlighted anymore, for easier editing
H U	U20001	BAS loader Allow loading of transactions for any previous period (Relax the 11 start month limit)
H R	R11018	Retentions Report by Client Exclude jobs with 0% Retention and Retention to date equal to zero
H R	R11034	Gross Revenue and Cost Report Report creditor claims retention exclusive of GST
H R	R11036	Gross Revenue & Cost Report by Job Allow job numbers in selection criteria less than 10001
H R	R11037	Gross Revenue & Cost by Project Man Allow job numbers in selection criteria less than 10001
H R	R12026A	Project Cost Management Additional selection criteria: Dissection Code From/To Exclude any dissections with zero value Pass job range from / to when chaining to U11012 Saving Period Final Estimate to Complete so that the utility updates the forecasting information only for the range of jobs to be printed

H R	R12037	Periodic Job Transaction Report NET of GST Exclude any dissections with zero value
H R	R1204	Job Cost Dissections - Cost Control Parameter accepting
H U	U20002	BAS Loader (CASH BASIS) Pick up GST on $0 Payments
N E	E191101U	Contact Ratings maintenance U-LAUNCH enabled list view program showing all contact Ratings
N E	E1205U	Dissection Make-up List of Variations, PC Sums and R&F that use a specific dissection
N Z	E1100	Z110001 Job Cost Budget Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701
N Z	E1111	Z111110 • Variations Budget Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701
N Z	E1121	Z112101 RF Budgets Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701
N Z	E1131	Z113103 PC Sums Budget Lock - Allows Budget to be locked by any user. To unlock, security level must be greater or equal to what is specified in E2701
N Z	E1201	Z120113 Uses the average labour cost as unit cost - Calculates the current average labour in labour related forecasting items
H U	U11012	Saving Period Final Estimates to Complete Accept parameters to run for a range of jobs only, thus making it faster when a periodic forecasting report is run just for one job or for a range of job numbers

JOB SORT CODE REPORTING (12a)
TYPE	PROGRAM	DESCRIPTION

H R	R11046	Gross Revenue & Cost By Sort Code Allow job numbers in selection criteria less than 10001

BRANCH JOB REPORTS (12e)

H R	R11047	Gross Revenue & Cost By Branch Allow job numbers in selection criteria less than 10001

JOB STREAMLINING, ACCOUNTS CONTROL (12g)

H E	E10931	Job Classifications Accept a template job for milestone scheduling. Jobs of the same classification have their milestone schedule created automatically as per the template

MILESTONE SCHEDULING (13)
TYPE	PROGRAM	DESCRIPTION

H E	E1051	Activities / Sections for Schedules Allowance to specify a document code instead of a dissection code if you select E702 - Document Assistant as the program code
H E	E1061	Pre-Contract Job Activities Parameter accepting
H E	E1062	Post-Contract Job Activities Parameter accepting

SERVICE MODULE (14)
TYPE	PROGRAM	DESCRIPTION

H E	E1211	Job Team Data entry form for the Job Team, brought in-line with the U-LAUNCH framework U-LAUNCH enabled list view program showing the team that will work on a service job
N E	E1211U	Job Team U-LAUNCH enabled listview program to display the jobs scheduled for a day
H E	E121101	Service Scheduling Board Data entry form for the scheduling board
H E	E308	Employee Schedule Flag maintenance Data entry form for maintaining the scheduling flag
N E	E121101U	Service Scheduling Board U-LAUNCH enabled listview program showing the schedule of all technicians for a day
N E	E308U	Employee Schedule Flag maintenance U-LAUNCH enabled listview program showing all employees that can be scheduled (appear on the scheduling board for service jobs)
N E	E20051	Preferred/Rejected Technicians Data entry form for Preferred and Rejected Technicians
N E	E20051U	Preferred/Rejected Technicians U-LAUNCH enabled list view program showing Preferred and Rejected Technicians for a client

FIXED ASSETS (17)
TYPE	PROGRAM	DESCRIPTION

H E	E302001	Fixed Assets Details maintenance Allow prior year purchases
H E	E302001	Fixed Assets Details Enforce the rules for maintaining a low value pool if one is set up
H E	E302401	Fixed Asset Depreciation Rates Enforce the rules for maintaining a low value pool if one is set up
H E	E302601	Fixed Assets Disposals Enforce the rules for maintaining a low value pool if one is set up
H E	E303001	Depreciation types Accept a value below which the system will prompt for immediate write-down for new Fixed Asset items Accept a flag to indicate whether to use a Low Value Pool for each depreciation type
H U	U302001	Depreciation Calculation Enforce the rules for maintaining a low value pool if one is set up
N U	U302004	Utility to delete a fixed asset item Only if the asset has not been depreciated or used in any other transaction
N U	U303001	End of year low Value Pool Maintenance Called by the end of year utility. If the Fixed assets module is installed, and the low value pool is implemented, it adds the low-cost pool to the low-value pool and re-initialises the low-cost pool
N E	E303101	Low Value Pool setup Set-up the low value pool items and their depreciation rates
N R	R302403	Fixed assets eligible to join the Low Value Pool Run after the end of year update to list all assets that may be included in the low value pool
N Z	U302001	Z302001 Populate the rates table with defaults when a new fixed asset is created

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Related Programs (F7 Button)

Quotation Parity Utility

Quotation Merge Utility

R437

Payroll

E353