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107-62 12/31/2004 posted - all versions - a new procedure has been added that will add payments due to satellite sale records that do not have a dealer payment due amount.107-62 12/31/2004 all versions - web connect - Directv - web connect has been updated for the Directv web site - when an existing customer is identified during the account creation the user can now choose to retrieve the account number in addition to already being notified that the customer already exists in the Directv database.107-61 12/29/2004 posted - dnsc version - the dnsc user now has the option of turning off dnsc work order number suffix addition of the dash-one for jobs already posted to history or closed in open orders.107-61 12/28/2004 - all versions - in program setup the user can now indicate if the phone number to be autodialed is copied to the windows clipboard rather than dialed whenever a dial phone button is pressed. This applies to the dialer button in job records, the dialer button in customer records, and to the dialer button in the vendor record in the point-of-sale version.107-61 12/28/2004 - dnsc version - a dnsc inventory speed return feature has been added - this allows for much quicker unassignment of inventory being returned by a technician.107-60 12/23/2004 posted - point-of-sale version - new satellite sale invoice added - a new satellite sale invoice with extensive disclaimer information has been added and can be set to be the default satellite sale invoice in program setup.107-59 12/22/2004 posted - serial upgrade107-58 12/17/2004 posted - point-of-sale version - receiver used record - changed the receiver used record to allow for editing of the equipment numbers when the original record was manually entered and not selected from inventory.107-58 12/16/2004 point-of-sale version - proposal job type - a proposal can now be converted to a satellite sale job type. This is in addition to already being able to be converted to a counter sale, service call, installation, or shop repair.107-57 12/16/2004 posted - serial upgrade 107-56 12/15/2004 posted - point-of-sale version - web remote - bug fix - under certain circumstances when a serialized line item was being added by a remote user they would not be prompted to select a serial number - this has been fixed.107-55 12/14/2004 posted - point-of-sale version - inventory usage report - an employee filter has been added to the inventory usage report along with additional printed and spreadsheet reports for the detail portion of the report.107-54 12/13/2004 posted - point-of-sale version - bug fix - data structure for three tables - emppset.tps, empprec.tps, and emppjob.tps have been converted to single table/single file data files rather than multiple table/single file structure. This allows for the FileFix utility to repair these files if corrupted.107-53 12/10/2004 posted - point-of-sale version - employee commisionable sales report - this report has been updated for print preview, export to a spreadsheet, and generation of a report showing quantities sold of an individual part number. This is in addition to the existing sales report.107-52 12/08/2004 posted - dnsc version - dnsc satellite receiver all-records list - a feature has been added so all dnsc receivers under a specific invoice number can be deleted in bulk rather than one-at-a-time.107-52 12/08/2004 dnsc version - dnsc satellite reciever record bug fix - an error message was displayed when a dnsc receiver was deleted - this has been fixed.107-51 12/08/2004 posted - word processor option - the word processer option has been changed so that when it is activated existing old format letters and contracts are still kept in the database to avoid conversion issues. 107-50 12/07/2004 posted - all versions - a send-email function has been added to the job record window, the customer record, and the vendor record (point-of-sale). This allows emailing directly from within CommPay. An email history is kept of each email sent. The email signature can be defined by the user in program setup.107-49 12/02/2004 posted - serial upgrade107-49 12/02/2004 point-of-sale version - satellite sale printed invoice from history - the satellite sale history invoice has been updated to include all options available to the open job printed satellite sale invoice - standard or short form, standard or shipping invoice, standard or work sheet.107-49 12/01/2004 point-of-sale version - service and repair printed invoice - non-logo type - the job entry person has been added to the printed invoice.107-49 12/01/2004 point-of-sale version - open order list - each printed report on the point-of-sale open orders list has a print previewer added. The print by job type has the job scheduled date added.107-49 12/01/2004 point-of-sale version - scheduled jobs list - a new filter has been added to allow for the scheduled jobs list to be filters by job type - such as satellite sale, service call, or installation.107-48 12/01/2004 posted - serial upgrade107-47 11/30/2004 posted - all versions - activation report spreadsheet - the activation report has been recoded for much faster report generation and the job payments due and job payments received are now itemized in the cell comments under the matching data columns.107-46 11/29/2004 posted - point-of-sale version - income reports - a process has been added that allows for the internal recalculation of any give month's income amounts. The purpose of this is to allow for corrections when the end-of-month or end-of-year postings are not run on the proper date. The income report window has been web remote enabled and all income printed reports have had a print preview added.107-45 11/29/2004 posted - all versions - bug fix - dealer payment import - a bug has been fixed that caused the job account number and date of activation to be erased if the account number and date of activation were not included in the dealer payment import file.107-45 11/24/2004 all versions - web connect option - mileage checker - mileage checker has been added to the customer record so a mileage total and map can be generated for the route to the customer location. This is in addition to the already existing mileage checker in the job record.107-44 11/22/2004 posted - all versions - beta test for MapPoint additions107-43 11/18/2004 posted - serial upgrade107-42 11/15/2004 posted - serial upgrade107-42 11/15/2004 point-of-sale version - instock satellite receiver inventory list - a spreadsheet has been added to this report. This is in addition to the existing printed report.107-42 11/15/2004 point-of-sale version - floorplanned serialized inventory report - the satellite receiver card number and caid number have been added to this report. This is in addition to the existing serial number.107-42 11/12/2004 all versions - satellite receiver speed entry - a spreadsheet has been added to receiver speed entry. This is in addition to the existing printed report. The printed report has been enhanced to allow for print preview.107-41 11/11/2005 posted - basic version - bug fix - under certain conditions it was possible to speed-entry a duplicate receiver caid number. This has been fixed.107-40 11/11/2004 posted - dnsc version - bug fix - dnsc job record - certain display strings were disappearing from the dnsc job record under certain circumstances. This has been fixed.107-39 11/10/2004 posted - point-of-sale version - employee payment summary - bug fix - an error message was being displayed when the employee payment summary was built using the ok-to-pay filter and jobs within the date range were already posted to history. This has been fixed. The employee payment summary window has been made larger.107-39 11/09/2004 point-of-sale version - accounts receivable records - a new printed/spreadsheet report has been added to the customer record that shows all accounts receivable activity. This is in addition to the existing current statement report.107-38 11/09/2004 posted - all versions - disputed dealer payments - the Dish Network dispute research template spreadsheet has been updated to the new template required by Dish Network. The new Dish Network research template limits disputes to 100 per spreadsheet.107-37 11/08/2004 posted - all versions - printed dispute records - the user now has a choice when printing dispute records to choose a separate form for Dow Electronics in addition to the standard printed dispute form.107-37 11/08/2004 all versions - satellite payment dispute records - a reset dispute button has been added to the dispute list. This allows for sent disputes to be reset to unsent by date range.107-37 11/06/2004 point-of-sale version - in program setup the user can now set the default sales tax setting for new job records rather than having new jobs automatically default to taxable. The default can be set to taxable, non-taxable, or split.107-37 11/05/2004 basic version - a button has been added to the satellite sale record that will display a window that shows all notes for all jobs for the single customer. The notes can then be viewed and printed. This already exists in the point-of-sale version of the program.107-36 11/05/2004 posted - all versions - a new import procedure has been added - complete job records can now be imported from an external file. This allows an external database of job records to be imported into CommPay - full customer and job records are created.107-36 11/03/2004 all versions - bug fix - the satellite receiver equipment numbers were not being added to the chargeback dispute record when a chargeback dispute was created from within a satellite sale record - this has been fixed. A refresh-equipment-numbers button has been added to the dispute record.107-36 11/03/2004 all versions - satellite sales - ongoing sales list - two new tabs have been added to the satellite sales ongoing sales and installations list - one tab for the account number and one tab for the claim id number. This allows for searches for jobs by account and/or claim id. This is in addition to the already existing search for account and claim id on the receivers-used list.107-35 11/01/2004 posted - serial upgrade107-34 11/01/2004 posted - all versions - any printed report or invoice can now be exported to a pdf file rather or in addition to being printed. This is done from the report previewer window.107-33 10/25/2004 posted - serial upgrade107-32 10/23/2004 posted - point-of-sale version - a bug has been fixed that intermittantly caused the document scanning window to lockup.107-31 10/22/2004 posted - all versions - the user can choose to preview or print the satellite sale invoice in basic CommPay and point-of-sale CommPay and choose to preview or print the counter sale and service and repair invoice in point-of-sale CommPay. When print preview is choosen the to-be-printed document can be emailed as an attached pdf file directly from within CommPay - this applies to all printed items that are previewed before printing.107-31 10/20/2004 - all versions - activation report - the report type (Directv or Dish Network) has been set to initially show the default setting from program setup rather than "both".107-31 10/20/2004 - all versions - mileage checker route order - the entry field for the technician route order in all job records has been changed from a spin-wheel type selection to a drop-down type selection. This is done to accomodate the web remote users.107-30 10/19/2004 posted - point-of-sale version - satellite sale invoice - a printed invoice has been added that shows a shipping address along with the customer's physical address. The user can select to always have the shipping invoice print, always have the standard invoice print, or be allowed to choose which invoice prints when the print button is clicked.107-29 10/15/2004 posted - point-of-sale version - external general inventory import - the inventory import procedure has been updated to include store quantity records and inventory category.107-28 10/14/2004 - dnsc version - the dnsc job store can now be automatically assigned during job import by the imported dnsc tech code.107-27 10/11/2004 posted - point-of-sale version - a new report has been added to show serialized inventory and floorplanned serialized inventory. A checkbox has been added to the inventory record to indicate a floorplanned part number.107-27 10/08/2004 posted - point-of-sale version - document scanning - the user can now disable in program setup the feature in image scanning that automatically creates a new disk folder when a predetermined folder byte-size is reached.107-26 10/06/2004 posted - serial upgrade107-25 10/05/2004 posted - all versions - Directv dealer payment imports - the import of downloaded Directv dealer payments has been updated to reflect the changes in the downloaded file structure. The Directv information in the user manual and on-line help has been updated.107-24 10/04/2004 posted - dnsc version - a new report has been added that shows the processor (data entry person) activity - this report shows how many dnsc jobs each data entry person processed during any given date range.107-23 10/01/2004 posted - serial upgrade107-23 09/30/2004 dnsc version - receiver speed entry - printed report - bug fix - the model number was not printing on the speed entry session report - this has been fixed.107-22 09/28/2004 posted - serial upgrade107-21 09/25/2004 posted - dnsc version - dnsc job record - the dnsc job record now shows equipment that is to be returned by the technician and equipment that has been returned by the technician. A report has been added that shows equipment to be returned filtered by store and/or technician. When equipment is returned by the technician it can be returned to house-stock, technician stock, or RA'd directly from the has-been-returned record in the job.107-20 09/24/2004 posted - serial upgrade107-19 09/22/2004 posted - serial upgrade107-19 09/17/2004 all versions - letters and contracts - added two new data tokens - contact record referral person and contact record referral amount.107-18 09/16/2004 posted - basic version - general inventory usage report - a printed and spreadsheet report has been added that shows the quantity used of any general inventory part for any date range. The report can be filtered by store, sales person, and/or installer and the date range filter can be set to date sold, date activated, or date completed.107-18 09/15/2004 basic version - a printed invoice has been added that shows a shipping address along with the customer's physical address. The customer record now has an additional shipping address in addition to the existing physical address and billing address. The user can select to always have the shipping invoice print, always have the standard invoice print, or be allowed to choose which invoice prints when the print button is clicked. The store name has been added to the standard printed invoice.107-17 09/14/2004 posted - serial upgrade107-17 09/14/2004 all versions - store record - employee list in store record - filters have been added to show current employees only, ex-employees only, or both current and ex-employees. A record count has been added to show the total number of employees on the store record employee list.107-16 09/12/2004 posted - all versions - employee list - a spreadsheet has been added to emport the employee list to - this is in addition to the existing export to printed list.107-16 09/11/2004 basic version - bug fix - quick entry - when quick entry was selected and a new customer added the store auto-assignment by state and county was not working - this has been fixed. This bug was only affecting quick entry new customer job records.107-15 09/10/2004 posted - dnsc version - bug fix - when dnsc receivers are used in a retail sale under certain conditions the deleting of a receiver from a sale record returns all dnsc receivers used in that retail sale back to stock - this has been fixed.107-15 09/10/2004 dnsc version - the dnsc receiver instock list has been modifed to color code only receivers that have been assigned to a technician and not assigned to a store. The result is receivers assigned to a technician will appear in blue on the list and not receivers assigned to a store.107-15 09/10/2004 dnsc version - the dnsc receiver record now shows the job number that the receiver was used in.107-14 09/09/2004 posted - all versions - bug fix in auto-assign store - auto-assign by state/zipcode - the store auto-assignment to the job record was not taking place when using forced loggon - this has been fixed.107-13 09/08/2004 posted - all versions - store record - the store record now allows for the entry of the physical address of the store. A list had been added to the store record that shows all employees assigned to the individual store - the store list of employees can be exported to a spreadsheet or printed. The employee records can be edited from within the store record. A button in the store records allows for the insertion of the store physical address into each employee record for the Mileage Checker starting employee address.107-12 09/03/2004 posted - basic version - the Perfect-10 receiver-import-from-invoice process had been updated to add all of the receiver data that is not included on the Perfect-10 invoice. The required import format is now displayed on the Perfect-10 invoice browse window.107-12 09/03/2004 basic version - the instock-satellite-receiver list and the receivers-assigned-to-single-installer list have a spreadsheet report added. This is in addition to the already existing printed report for both lists.107-12 09/03/2004 basic version - satellite sale invoice - payments received from the customer now print on the invoice.107-12 09/02/2004 all versions - selling store auto-assign to job - the selling store can now be set to automatically assign to the job record by state and county. When the job record is created an automatic search is done by the customer's zip code and the state and county of that zip code is used to search for the selling store designated to handle that area. This is in addition to the already existing automatich store assignment by zip code and geographic location.107-11 09/02/2004 posted - all versions - web connect option - a technician mileage report has been added to the mileage checker feature. This reports creates a list of all mileage totals for each techician for each job for any date range.107-10 08/27/2004 posted - serial upgrade107-09 08/25/2004 posted - all versions - web connect option - a new feature, Mileage Checker, has been added to the web connect option that with single button click in any job record, displays a window within CommPay that shows the total mileage to the customer's location, directions, and maps. This is a fully-automatic process. The total mileage is saved in the job record.107-08 08/24/2004 posted - dnsc version - bug fix - importing dnsc job records - an error message stopped the import process when the job being imported had a management area that was not already in the geographic location list - this has been fixed.107-07 08/20/2004 posted - serial upgrade107-06 08/20/2004 posted - serial upgrade107-05 08/19/2004 posted - serial upgrade107-04 08/18/2004 posted - all versions - an auto-assign-technician feature has been added for satellite sales. This allows for the automatic assignment of a technician to a job. The technician assigned is determined by the customer's zip code. This feature can be turned on or off for each tecnician in program setup.107-04 08/17/2004 all versions - job access for editing by logged-in user can now be tracked - a permanent log is kept indicating when any job record is accessed for editing. The log saves the name of the user who edited the job, the date and time, and other information. This feature can be turned on or off in program setup. The edit-history-log is password protected and can be viewed from within the job record.107-04 08/17/2004 all versions - a lock-entry-person and lock-sales-person feature has been added. If this feature is activated in program setup a password will be required to change the entry person or sales person assigned to any job record.107-04 08/17/2004 all versions - an auto-assign entry person and sales person to a new job entry feature has been added. This allows the entry person and/or sales person to be automatically assigned to a new job record. The logged-in person will be automatically be made the entry person and/or sales person if they are designated to do so in their employee record.107-04 08/16/2004 all versions - customer record - customer credit card number - the credit card number now only shows the last four digits when the view credit card password is set in program setup. A password entry button allows for the viewing of the credit card number when the password is properly entered.107-04 08/16/2004 basic version - added the ability to enter customer payments into the satellite sale. This also allows for users of basic CommPay to use PCCharge payment server to capture credit card transactions directly through CommPay. These features already exists in the point-of-sale version of CommPay.107-03 08/12/2004 posted - serial upgrade107-02 08/12/2004 posted - point-of-sale version - PCCharge credit card payment server communications interface - added TCP/IP communications bewteeen CommPay and PCCharge credit card payment server. This is in addition to the existing file transfer method.107-01 08/11/2004 posted - all versions - web connect option - upgraded the CommPay remote connect program from version 3.1 to version 3.2 to accomodate for changes to the retailer web sites.107-01 08/11/2004 all versions - web connect option - Directv account creation - bug fix - fixed bug that displayed error message "can't find promo record" when creating a Directv account remotely via web connect. 106-27 08/11/2004 posted - all versions - web connect option - Directv and Dish Network web connect has been updated to work with the changes made on the retailer web sites.106-27 08/11/2004 all versions - Dish Network promotions have been updated to include the most current promotions.106-27 08/05/2004 point-of-sale version - open order list - satellite sale job type - the product description column on the open order list now shows the product description type of Directv, Dish Network, or Pegasus for satellite sale jobs.106-27 08/05/2004 all versions - satellite sales list - ongoing sales and installations - added job store name to the list. 106-26 08/03/2004 posted - dnsc version - labor payment import - - the labor payment import process now has transaction logging in all processes which speeds up the import process 100x. A "clear all overpayments" button and a "clear single overpayment" button has been added to the labor payment import window to clear over-payment records.106-25 07/30/2004 posted - dnsc version - equipment credit import - the equipment credit import process now has transaction logging in all processes which speeds up the import process 100x. A "clear all overpayments" button and a "clear single overpayment" button has been added to the equipment credit import window to clear over-payment records.106-25 07/30/2004 dnsc version - bug fix - schedule list dnsc job daily worksheet - the daily worksheet has been fixed to prevent the displaying of duplicate pages for techs who have more than two jobs per day.106-25 07/28/2004 dnsc version - bug fix - dnsc labor dispute spreadsheet - the labor dispute spreadsheet was not showing the labor due amount - this has been fixed.106-25 07/28/2004 point-of-sale version - bug fix - the problem causing internal passwords to be cleared when the scanning window is accessed has been fixed.106-25 07/28/2004 all versions - the dealer payment import process has been updated to process imports much faster and the progress window showing payment import progress has been modified to refresh itself when returning back to CommPay from another window. Transaction logging has been added to all dealer payment import processes.106-24 07/28/2004 posted - serial upgrade106-24 07/23/2004 dnsc version - dnsc job record - some service code records could not be accessed from within the dnsc job record and gave an error message that service code not found - fixed this bug.106-24 07/23/2004 word processor option - when a template is selected the user is now asked if the data is to be automatically merged into the data tokens. This is in addition to the existing manual data merge button.106-24 07/23/2004 word processor option - added missing tokens for dnsc job type, dnsc work order number, and dnsc customer account number.106-23 07/22/2004 posted - all versions - customer mailing list - the date filters can now be designated to filter either by date of sale or by date of activation - this changes the existing filter of date of sale only.106-23 07/22/2004 - dnsc version - the service code refresh processes have been rewritten to accomodate the new policy of using multiple codes of the same code with different payment amounts.106-23 07/22/2004 dnsc version - downloaded work order window - service code error tab - a checkbox filter has been added to allow for the filtering-out of jobs that have bad service codes that have already been processed into CommPay jobs. This allows the service code error tab to show both new import jobs and existing jobs that have bad service codes.106-23 07/22/2004 dnsc version - dnsc job record - the dnsc completed job status list now shows the point-of-sale user-defined status descriptions in addition to the built-in status dnsc job status descriptions. The point-of-sale user-defined status descriptions can be filtered in status list setup to add only the desired status descriptions to the status selection list in the dnsc job record. In program setup the user can set whether the dnsc job status list uses the built-in descriptions, the user-defined descriptions, or both.102-23 07/22/2004 - word processor option - a default import-from and save-in document path has been added to program setup for the word processor option. This features sets the default document path for each client computer on the network.106-22 07/17/2004 posted - serial upgrade106-22 07/16/2004 point-of-sale version - image and document scanning - scanned images that are tagged to individual job records have had the file naming scheme changed so the saved image file extention is now ".tif". This allows for any image file to be opened/viewed/edited by the default Windows imaging program besides the built-in editing capabilites of the CommPay imaging feature. Scanned documents and/or images tagged to a job record can now be attached to an email by clicking on a single button in the job record scanned image list window. The scanned document and image export feature has been streamlined to allow for easier one-button click export.106-21 07/16/2004 posted - all versions - the new CommPay word processor option is finished. The word processor option greatly enhances the capabilities to create documents and document templates within CommPay. Images, objects, and tables can easily be added to letters and contracts just to name a few of the many features. Text background and foreground coloring is available. Documents can be emailed from directly within the job record. Data token inserting and use is much more flexible and a spell checker is built-in. Full support for user-defined bullets, numbering, and indents is included. Documents can be exported into .txt, .doc, .html, .pdf, and .rtf formats. External documents can be imported in .rtf, .txt. and .doc formats. If fax capabilites exist on the computer documents cab be faxed from directly within CommPay. Page headers, footers, and page numbers can be inserted. The edit window is what-you-see-you-get - meaning the page view layout shows exactly what will print. The word processor can be used as a stand-alone word processor eliminating the need to have another word processor installed on each computer.106-20 07/14/2004 posted - serial upgrade106-19 07/14/2004 posted - serial upgrade106-19 07/08/2004 point-of-sale version - all job type records window - created user option to show button to display all customer transactions rather than positioning mouse over customer name. This allows the user to choose mouse position or a button to display transaction history list.106-18 07/07/2004 posted - point-of-sale version - a complete upgrade of the accounts receivable processes has been done to allow for accounts receivable payments to be posted to selected invoices rather than against the account balance as a whole. An open invoice tab has been added to the single accounts receivable summary window and an all-open-invoice tab has been added to the customer accounts receivable balance window. A method for manual adjustment to the accounts receivable record has been added. The customer statement, envelope, and label printing have print preview windows added. The payment-on-account window has been upgraded to allow for credit card payments to be accepted.106-18 07/05/2004 point-of-sale version - history job record - added letter and contract support for service and repair and counter sale job types. Added scanned document list and converted proposal line-item-list to the history record service and repair and counter sale job types.106-17 07/02/2004 posted - dnsc version - receiver inventory selection list from job record - now there is a choice when selecting a receiver to add to dnsc job - receivers assigned to tech or all stock.106-17 07/01/2004 - point-of-sale version - satellite receiver inventory list - the invoice number is now displayed on the list.106-17 07/01/2004 - dnsc version - fixed bug that prevented deleting of a dnsc general inventory record.106-16 06/30/2004 posted - serial upgrade106-15 06/25/2004 posted - all versions - satellite sale job record - import from contact - importing the customer information into the satellite sale record from the pre-sale contact list has been redone to streamline and speed up the process.106-15 06/22/2004 - all versions - satellite sale referral list - an additional tab has been added for referrals with no referral payment amount due. This is in addtion to already existing tabs for unpaid referrals and paid referrals. A referral spreadsheet export has been added in addition to the already existing referral printed report. The printed and spreadsheet referral reports now show both the person referred by and the person referred to.106-15 06/22/2004 - point-of-sale version - merchandise refund - a merchandise refund posted to history now shows the refund "type" in the refund list - paid out, check, credit, or credit card. This is in addition to already showing the amount and date.106-14 06/22/2004 posted - serial upgrade106-13 06/21/2004 posted - serial upgrade106-12 06/18/2004 posted - all versions - an ok-to-pay seller checkbox has been added to the satellite sale job record - this allows the employee payment summary report to filter out payments to the selling employee if the satellite sale record is designated "not-ok-to-pay". This is in addition to the already existing "ok-to-pay technician" filter.106-12 06/18/2004 - all versions - web connect option - Directv - a new feature to allow for the search/validation of Directv receiver access card numbers has been added. This allows users with the web connect option to directly locate Directv receiver access cards on the retailer web site from within CommPay.106-12 06/18/2004 - point-of-sale version - service and repair job types - a "job description" field has been added so open jobs and proposals for the same customer can be differentiated on the open order list.106-11 06/17/2004 posted - serial upgrade106-10 06/16/2004 posted - point-of-sale version - image scanning - the path to the images on the network is now set for each user rather than system wide - this allows much more flexibility in setting the location of scanned documents on the network. The maximum image folder size can now be set by the user in program setup.106-09 06/11/2004 posted - dnsc version - updated labor and equipment dispute reconciliation spreadsheet to show service codes on equipment recon sheet. Recon spreadsheet is now built from within program to eliminate the need to distribute blank spreadsheet template.106-09 06/11/2004 - basic version - satellite receiver speed entry from Perfect-10 invoice - added the import of the receiver number in addition to the card number and serial number. Adjusted the file import browse to show the Windows desktop.106-09 06/11/2004 - all versions - the satellite promotion list can now be manually rebuilt from the promotion list in program setup. This allows the promotion list to be reset to the values from the installed release at any time.106-08 06/10/2004 posted - bug beta test106-07 06/09/2004 posted - bug beta test106-06 06/08/2004 posted - bug beta test106-05 06/07/2004 posted - point-of-sale version - satellite sale job type - job status setup now includes a check box in the status record so an individual status can be designated as not acceptable for satellite sale job types when the job record is closed.106-05 06/07/2004 - all versions - satellite sale promotion list - prior to this release when a new release was installed all active promotions were reset to inactive and then only the current promotions were set to active. Now all user-defined promotions will be kept as active when a new release is installed.106-05 06/07/2004 - all versions - satellite sale promotion list - a new type of promotion designated "other" has been added. This allows promotions to be created that can be used in satellite sale job types designated as "other" (as opposed to Dish Network, Directv, or Pegasus).106-03 06/05/2004 posted - all versions - added dish network summit advantage payment amount in program setup. This eliminates the need to reset the summit advantage payment in promotions records after program upgrade. 106-03 06/04/2004 posted - all versions - bug fix in send email for dispute and send email for vendor purchase order (point-of-sale version) - outgoing email user name and password authentication for email send was not working - fixed.106-03 06/04/2004 - all versions - store auto-assign by zip code range - the selling store in any job type record can be set in program setup to auto-assign by zip code range. This is in addition to the existing store auto-assign by single zip code or geographic location.106-02 06/03/2004 posted - dnsc version - equipment credit import list - added transaction logging to equipment credit imports and modified overpayment processing to account for negative value credit records. Add transaction logging to undo-batch process for equipment credit imports.106-01 06/03/2004 - point-of-sale version - third party billing list - added customer name from job record to third party billing list.106-01 06/02/2004 - point-of-sale version - Installs Inc. fullfillment jobs - open orders list now shows Installs Inc. job number in the brand name field. Installs Inc job number is shown in job record windows. Installs Inc. job number is displayed in the job record for satellite sale job type and all service job types. basic version - satellite sale record - a indicator that shows when general notes have been entered has been added.basic version - on Perfect-10 inventory invoice import adjusted card number field to add leading zeros to card number to make a total of 12 characters.basic version - the satellite receiver inventory record now has a button to view the job record that the receiver was used in.all versions - web connect - updated for changes to the dish network retailer web site.all versions - added default receiver equipment number field lengths for directv and pegasus.all versions - dish network payment imports - updated Midstate dealer payment import and added Midstate residual payment import.all versions - a skip-residual check box has been added to the dealer payment import window. all versions - dish network payment disptute - a new research template spreadsheet has been added that is compliant with dish network requirements.all versions - added a user-defined "my toolbox" to allow users to create their own menu of often used menu selections.all versions - added support for download and import of dealer payment reports from RS&I distributor.all versions - updated the dealer payment download and import from CVS Systems.all versions - a skip-residual filter has been added to the chargeback reportall versions - web remote - single store loggon - added dealer payment due report.all versions - web remote - single store loggon - added user-defined invoice header.all versions - web remote - single store loggon - added setup data for store name, address, and zip code.all versions - dish network satellite sales - added auto-add super dish reimbursement on free-for-all promotions.all versions - added web remote support for the web connect option.all versions - web connect - updated dish network promotions and on referral promotions existing customer error messages are now ignored.all versions - employee list print - now asks in ex-employees are to be included in printed report.all versions - in program setup the user can select the wallpaper file for the main CommPay window.point-of-sale version - general inventory list - added a sub-category tab.point-of-sale verson - in program setup the user can set the default setting for the general inventory list filter "show non-stock zero quantity parts".point-of-sale version - a full customer transaction history can now be displayed directly from the job record by clicking on the customer name.point-of-sale version - added full support for Installs Inc. fullfillment jobs in third-party billing. Installs Inc. jobs can be directly imported from the web site.point-of-sale version - employee payment summary - added filter for no-pay-if-third-party-payments-due.point-of-sale version - added in program setup a default job type selection.point-of-sale version - added in program setup a default customer category setting for new customers.point-of-sale version - changed the locator fields on the general inventory list from incremental locator to entry locator - this will speed record searches over a network.point-of-sale version - a job type for proposals has been added.point-of-sale version - proposal jobs can now be converted to another job type.point-of-sale version - updated email sending from the purchase order record.point-of-sale version - satellite sale in history - added checkbox on chargeback list "check-if-all-chargebacks-resolved".point-of-sale version - the satellite receiver inventory instock list is now filtered to show only satellite receivers and not unrelated serial numbered items.point-of-sale verson - bug fix - purchase order status was not changing to parts-on-order when the po was created and job status was not changing to parts-in when the po was closed - this has been fixed.point-of-sale version - bug fix - inventory totaling - was not taking into account quantity-per-reorder settings from the inventory record.point-of-sale version - bug fix - receiver speed entry from spreadsheet import - was not assigning store to new records.point-of-sale version - bug fix - fixed bug causing inapplicable error message that displayed when tendering account receivable payments in job record.point-of-sale version - fixed show-schedule button in job record.point-of-sale version - fixed bug on open order list status tab that prevented certain status selections from showing on list.point-of-sale version - bug fix - certain conditions could allow jobs in history to loosed purchase order tagging - fixed.point-of-sale version - bug fix - certain conditions could allow for the purchase order closed date to be reset to the current date in the po was closed - fixed.dnsc version - add support for service codes where the individual code results in a negative net dealer credit.dnsc version - add transaction logging to job import and equipment credit import - this greatly increase processing speed.dnsc version - scheduled list - a check box has been added to filter out dnsc jobs.dnsc version - on new job import if job exists but is closed a new open job will be created.dnsc version - on job import if the existing work order is in history a new open job will be created.dnsc version - a setup option has been added to prevent completed jobs from being rescheduled on job import.dnsc version - program setup - added checkbox to prevent closing of jobs unless ok-to-pay is indicated in the job record.dnsc version - added to dnsc history job inventory add and delete capabilites.dnsc version - labor, equipment, and RA records are now archived when the job is posted to history. This results in faster record searches.dnsc version - bug fix - fix bug that prevented receivers-used to be added to jobs in history.dnsc version - bug fix - vertical scroll bar on RA# needed report not srollingdnsc version - bug fix - fix bug that was removing scheduled dates when the job was pre-assigned to a technicial on the e-connect web site.dnsc version - bug fix - fixed bug in equipment/labor/ra payment import that was allowing jobs to be closed that still had payments or credits due.dnsc verson - bug fix - web remote - general inventory assignment list technician drop list was not showing all technicians - fixed.dnsc version - bug fix - under certain conditions the tech payment list in the job record would not refresh - fixed. All versions - a new chargeback report has been added - this report shows all chargebacks for any given date range and can be filtered by store, sales person, installer.All versions - a new co-op advertising report has been added - this report shows all co-op advertising amounts due and paid for any given date range. The report can be filtered by store.All versions - the dealer payment due list now defaults to the date sold tab.All versions - web connect option - updated to reflect changes in dish network retailer web site.basic - the sales person has been added to the printed satellite sales invoice.basic - web remote option - made changes so a single store or single tech can login and view only their jobs and inventory.pos - added third party billing access to the counter sale job type and made changes to third party billing so a negative amount due can be entered.pos - added a new physical inventory reconciliation report - this report allows the easy creation of a comparison of physical inventory to database inventory and automatically make corrections if discrepancies exist.pos - added a date sold filter to the inventory usage report in addition to the existing date closed and date completed filters.pos - redesigned the third party billing list - added tabs for vendor-all and vendor due and added new printed and spreadsheet reports.pos - PC Charge payment server - integrated the PC Charge database directly into CommPay so PC Charge record details can be viewed from the CommPay credit card transaction list.pos and dnsc - added a new on-hand inventory report that shows all assignments and physical on-hand count.dnsc - added a user-defined RA record equipment list - this allows the user to create their own list of RA equipment descriptions.dnsc - added a report to show all RA records that need an actual RA number assigned - this report can be filtered by date, location, store, and tech - the dnsc job record now has a pop-up notice that tells when the RA number needs to be entered.dnsc - customer payments can now be entered directly within the dnsc job record.dnsc - the dnsc job record now records the amount lost if the job can not be completed and reimbursement will never be received. A report has been added to tally lost amounts for any date range. All versions - this is a followup to the 102-29 release. For Dish Network dealers - a choice has been added to the receivers used tab in the satellite sale of "SuperDish Installation" or "SuperDish Upgrade. This allows for the payment reimbursement amounts to be automatically added to the primary satellite receiver when a SuperDish kit is used.All versions - for Dish Network dealers - the DVR/HD incentive payment is now automatically added to the receiver payment reimbursement record when a dvr or hd receiver is used.All versions - for Dish Network dealers - Six additional promotions have been added - three for the Dish Mover options and three for the Dish 500 Upgrade options.All versions - in the dealer payment import window unprocessed tab a "Delete All Residuals" button has been added. This allows residual payments to be removed from the imported payment list before payments are processed. All versions - the promotion packages have been updated to match the new payment methods used by Dish Network. Promotion equipment reimbursements are based on model number. A receiver reimbursement list has been added. Payment descriptions have been updated.All versions - web connect option - when account creation creates an error situation on the retailer web site the claim print button automatically displays.All versions - email setup - email account authentication username and password has been added. This is to allow email to be sent from within CommPay when the user's email account requires authentication.All versions - a "chargeback only" filter has been added to the activation spreadsheet report. This allows only satellite sales with chargebacks to show on the report if desired.All versions - the dealer payment import window no-job-match tab has a button added to delete only residual payment records.All versions - data tokens for user-defined contracts have been added for invoice items quantity, part number, item description, unit price, and extended price.All versions - autobackup setup has a weekly schedule feature that allows automated backups to be saved for each day of the week. All versions - dealer payment import - a "select" button has been added to the dispute select window.All versions - dealer payment import active notes tab - "reset all" and "reset all residuals" buttons have been added.All versions - a "chargebacks resolved" checkbox has been added to the satellite sale record.All versions - dealer payment import over-payments tab - "reset single" and "reset all" buttons have been added.All versions - dealer payment import - a "job select" window has been added that is displayed during payment import when the same receiver and account number is found in more than one job - this allows the user to select which job the payment is to be applied to.All versions - a user-defined payment description list has been added. This allows the user to define their own dealer payment descriptions.All versions - the printed report for the employee payment summary has a report previewer added.All versions - a "customer credit score" field has been added to the customer record. A "credit score" filter has been added to the customer mailing list. This allows the user to generate mailings to customers within a specific credit score range.All versions - the current job status is now displayed on the scheduled jobs list.All versions - the "dealer payment due" list has been modified to optionally show satellite sales with unresolved chargebacks. On payment import a chargeback will cause the satellite sale to be shown on the payment due list.All versions - an "Okay To Pay" technician checkbox has been added to all job records. This is used to flag jobs in the employee payment summary.All versions - web connect option - internal promotions have been updated to match the new methods used on the Echo retailer web site.POS version - removed the automatic display of the invoice tab in job records when returning from an outside procedure.POS version - satellite receiver inventory list - the tech selection list no longer shows ex-employees. The serial number record tech assignment selection list no longer shows ex-employees.POS version - the invoice list has been fixed so satellite receiver serial numbers do not show twice if setup requires the receiver equipment numbers to be added to the invoice.POS version - dealer payment import - on payment import jobs will not be autoclosed if a payment due balance exists in the satellite sale record.POS version - the job status list has now been made user-definable.POS version - on invoice item add the default quantity has been changed to 1 rather than 0.POS version - service and repair - technician selection lists for tech and sales person do not show ex-employees.POS version - user-definable cash drawer support has been added.POS version - user definable receipt printer and light-pole support has been added.POS version - the invoice payment entry window has been redesigned for payment entry speed and credit card swipping.POS version - a barcode label print feature has been added. This allows the user to print inventory barcode labels for inventory records.POS version - general inventory list - a checkbox filter has been added to filter out non-stock zero-quantity inventory part numbers from the list.POS version - printed invoices has been modified to show "change due" below invoice subtotals.POS version - history record print - modified print procedures to prevent possible progress window lockup during invoice printing.POS version - printed invoices that show the customer purchase order number have the po# field increased from 12 characters to 20 characters.DNSC version - added new receivers for models 111, 311, 2700, 3800, and 921. Added new must carry codes M46 and M47. DNSC version - added user option to allow closed jobs to be automatically reopened during labor payment import.DNSC version - added report to show jobs by single service code.DNSC version - made the date scheduled field editable in jobs in history.DNSC version - made the employee payment summary show totals for jobs that are being filtered by date paid by dnsc.DNSC version - added a user-selectable feature to allow for the automatic locking of imported jobs that were cancelled by e-connect.DNSC version - the receiver import spreadsheet has been updated to import all new models.DNSC version - on job import techs can now be reassigned to jobs even if the job has already been assigned to another technician.DNSC version - on the imported work order list the work order number column and account number column have been moved to the left so they are visible without horizontal scrolling.DNSC version - a schedule lock has been added to job records to prevent a job from showing on the schedule list if the schedule date has been reset by import.DNSC version - the RA credit import has been updated for changes in new import spreadsheet.DNSC version - a new spreadsheet report has been added to show labor and equipment amounts due together on a single report.DNSC version - the service code record has been updated to show the super dish kit, wireless phone jacks, dishpro adapter, monitors, pole mount adapters, and sports dishes.DNSC version - adjusted RA credit import for change in column 15 (amount deducted). This is now a negative amount.Bug fix - web connect option - zipcodes with a leading zero were having the zeros clipped off when the customer account information was sent to the retailer web site - this has been fixed. |
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