M. David Matney
07-03-2010, 02:26 PM
Version 3.3.7 begins a new era for BizWizard Professional. The Database engine has been upgraded to the Microsoft Access 2007 (version 12) database engine. This will benefit all users the following ways:
a) faster database searches and updates
b) more reliable database technology
c) new features for data storage and organization
d) continued support from Microsoft
The downside to this upgrade is support for running BizWizard on the following operating systems has been dropped:
a) Windows 98 and Windows 98SE
b) Windows ME
d) Windows 2000 Professional
e) Windows 2000 Server
As of this release, BizWizard supports the following operating systems
a) Windows XP Home Service Pack 2
b) Windows XP Professional Service Pack 2
c) Windows 2003 Server Service Pack 1
d) Windows Vista (all versions)
Microsoft has dropped support on the above mentioned Windows 98, ME and 2000 OS's as of July 2006 as a result of the support being dropped for the operating system, software developers cannot gain support from Microsoft to sustain their software running on those operating Systems. This has forced NetSoft Studio to upgrade to using latest technology, which does not run on the older operating systems. We apologize if this is an inconvenience. We highly recommend all users to upgrade not only to keep up with technology but to ensure your computers are updated with the latest security patches, especially in a day and age where most computers are connected to the internet.
This version utilizes Microsoft Office 2007 (version 12) technology which is the latest technology available today. As Part of the upgrade, the following will occur:
Your previous database named aposcis-tables.mdb or biz-wizard-data.mdb will be upgraded to Access 2007 (version 12) and will be renamed to BizWizard-Database.accdb and this file will remain in the same folder as previous. Please note, if you are going to migrate to Windows Vista operating system, and you have your database in any of the following folders, you will want to move it. Windows Vista security will have problems with databases in any of the following folders:
c:\Program Files
C:\Documents and Settings
c:\Windows
Changed some aesthetic aspects about BizWizard. The Quick Launch menu has been removed. The Previous technology based menu system has been replaced with the Office 2007 Ribbon technology menu system. To access menu options, simply look at the top of BizWizard for the Application area and this will drop down the menu system allowing you to select the appropriate option you are looking for
Import Customers is now under the Customer Menu and Bizwizard Professional Menu
Import Products is now under the BizWizard Professional Menu
Print Customer Statements is now under the Customer Menu
Print Customer Invoices is now under the Customer Menu
Post Payments has been renamed to Invoice Payment Batches to better reflect the action it represents and it has been moved under the customer menu
Work with All Invoices has been renamed to All Invoices and has been moved under the customer Menu
Work with Pending Purchase Orders has been renamed to Pending Purchase Orders and is under the Supplier Menu
Work with Finalized Purchase Orders has been renamed to "Receive Purchase Orders" and is under the Supplier menu
Work with Payroll has been renamed to All Unpaid Time sheets and is under the Associates Menu
The New Calendar system that was introduced in the last release is now under the Associates menu - There is a known issue with speed on loading up a daily calendar that has occurred as a result of the upgrade. We are investigating why this speed issue on load time has occurred and will provide a fix in a future release
System setup has been renamed to "Configuration"
Work with Orders screen now shows Date/Time Scheduled, Order Total and Sales Representative. These values are also sortable
Work with customers screen now shows Sales Representative and Balance due on account and these values are sortable
Work with Suppliers screen now shows supplier e-mail address and this new field is sortable
Work with Outstanding A/R now shows Credit Limit and Sales Representative and these values are sortable
Work with Associates now shows Emergency Contact, Emergency Phone and Commission Percentage and these values are sortable
The bottom area of the main screen shows the daily snapshot. These statistical numbers used to be limited to 3 digits, so the maximum counts could be 999, we have increased this to 4 digits, so the new maximum is 9999 for each statistic on each day.
Added Sales Representative and Order total to maintain customer's Order listing
Changed the Date Picker Interface on several screens through BizWizard to conform to the new date picker style. This is a graphical enhancement only.
Fixed a problem that occurred on Maintain Order Line whereby if you tried to override the Unit Price before selecting a product from the pull-down list, you would get an error. This problem no longer exists.
Credit card numbers on invoices are now masked whereby only the first 4 and last 4 digits of the credit card number are shown. This is to comply with privay and security acts requirements by credit card issuers. Card number will now be displayed similar to 4444********9837 when a credit card payment is applied to an invoice
Bizwizard has been modified to support multiple store locations using a single database. You now have the option to license additional stores and have those stores linked to the main location via either a VPN (Virtual Private Network) or using Terminal Services. All orders are centralizd in a single database, reportable by location or by All Locations. As part of this change, you will notice a new field when you login named "Location". This field will default to the last store location you logged into on that computer. In addition, the maintain order has a location field that will allow you to change the location that an order is taken or being picked up at. For those that do not use multiple store locations, you will not be effected by this enhancement. As part of the licensing requirements, each store location may have different addresses, phone numbers, store hours and e-mail addresses however ALL stores must have the same company name. In addition, invoices will only be sent from the companies main location. Orders will print with each stores address details, only invoices will remain to where the main companies address information is printed. To Gain access to setup additional store locations, you will need to pay the licensing fee for additional stores. We will update your license and unlock for your database the ability to setup additional store locations based upon how many store locations you purchased in the new license. Currently, there is no limit as to how many store locations you can have for each database. The Licensing fee details may be found on our web site at http://www.netsoftstudio.com Once you have purchased additional store licenses and updated your license code, you will allowed to modify the additional stores address, city, state, zip, phone, fax, store hours and e-mail address so any orders taken using that store location will print with the appropriate contact details. Again, the company name on each license cannot be modified
Previous to this release, template document files resided with the BizWizard Client application. This meant that if you wished to modify the templates you had to modify it and copy it to each computer in your network. We have modified the system to automatically create template document files for external files on the server machine and thus shared amongst all users in the network. This means if you modify the external document files on the server, then you only have to maintain that modification in a single location. Originally it was never intended to have these templates modified, however in practical application we have found customers have been modifying them to support specific layouts, specifically in CorelDraw. Now this will be easier to manage.
There is a new value in system setup that defaults to 7 days to automatically cleanup backup files that are created by the automatic database backup feature of BizWizard. You can now safely turn on the automated backups and set a time interval as well as a cleanup interval and you do not have to worry about your hard drive filling up with backup files
If you are running Bizwizard on Windows Vista or later operating system, the Internet Time Servers feature is disabled. This is because Vista Security allows you to prevent users from updating the date and time unless they have authority to do so. On Windows XP Home, Professional and Windows 2003 server, the Internet Time Server Settings will continue to function as these operating systems do not have built-in security to prevent changing the date and time on the computer.
You can now delete matrix pricing records by clicking on the red X to the left of the pricing record you wish to delete. You can only delete matrix pricing records that are NOT being used by an order line item on an order. Once a matrix pricing records is used on an order line item, the only way to delete the matrix pricing record is to delete the associated order(s)
Corrected an On Click Event error that was occurring when you reviewed Misc. Labor Charges for a Closed Order.
You can no longer change the direct billing details on a closed order
You can no longer copy external files on a closed order.
Validation of order to accuracy will not occur when you click on trigger event to prevent triggering an event on an order where entries may have errors.
On Maintain Order, toggling the order status will not update the click ability of the Trigger Event button based upon whether you are allowed to trigger an event or not depending upon the new order status of Quote or Open Order.
When you duplicate an order, the order in which the line items appear on the newly duplicate order will be in the same order as they were on the order it was duplicate from
E-mail address now prints on work orders
This release sports a new color scheme which is easier on the eyes. As part of the new color scheme, the color coded double click of peach color has been replaced with a very light green color. The light green means you can double click to gain access to a larger input or display area for that field just like the old peach color did.
It has become apparent that when the automated database backup starts, users of Bizwizard thought the software froze and they were closing down the software using CTRL+ALT+DEL and ending the task. We have modified the automated database backups so that a status message pops up and interrupts your work letting you know that BizWizard is performing a backup and has not frozen. The same thing was occurring when BizWizard would check against Internet Time Servers as this process can take up to 15 seconds to complete. We have also modified BizWizard so that a status message appears when internet time servers are being checked.
Software License updates have never been easier. When your license stoplight turns yellow or red (starts 15 days prior to your license expiration) then BizWizard will automatically connect to NetSoft Studio to update your license with the latest license you have purchased once every 2 hours and automatically update your software license for your. In addition, you can still open the view/change license screen and a new button now exists that says "Automatically update license" which will force an update with our database instead of waiting 2 hours. NOTE: This feature requires internet access. To renew your license simply contact NetSoft Studio and the rest is done for your. No more copying and pasting of license codes.
When maintaining a product, if you turn off track inventory for a previously tracked product, then all order line items with back order conditions will be set to zero items for back order. In addition, all inventory information on the product itself will be zeroed out. Also, all purchase orders that had any standard stock items will be converted to non-standard stock items.
Added an option to the work with customers screen for "Perform Advanced Search" which by default is unchecked. This works similar to the same check box on Work with Orders. When it is unchecked, searches are performed faster, however they will not search contacts or invoices. When it is check marked, the search will search the customer, contacts and invoices and due to how much it is searching when check marked, this will slow down the search when advanced search is turned on
Increased the speed of loading the Work with accounts receivable screen by 60%. In addition, this screen now has a re-calculate account aging status message box to let you know the progress of the recalculation that is occurring to determine the current aging based upon the current system date.
Fixed an on event error that would occur sometimes when you had the print customer invoices and late notices screen open.
Corrected a problem on work with accounts receivable whereby accounts with a credit balance were not showing up. This was only a display issue, and the invoices themselves were correct
Corrected an error in reporting of commission sales on paid sales by associate commission report, whereby if the reporting date was on the beginning or ending date range selected for the report printout, the commissioned sales would not show on the report. It now reports correctly
When duplicating an order, previously the sales rep was set to the associated currently logged on at the time of the duplication vs. the sales rep from the previous order. This has been changed so that the sales rep on the duplicated order is the same as the sales rep on the previous order irregardless of who the associate is that is logged on at the time of the duplication.
a) faster database searches and updates
b) more reliable database technology
c) new features for data storage and organization
d) continued support from Microsoft
The downside to this upgrade is support for running BizWizard on the following operating systems has been dropped:
a) Windows 98 and Windows 98SE
b) Windows ME
d) Windows 2000 Professional
e) Windows 2000 Server
As of this release, BizWizard supports the following operating systems
a) Windows XP Home Service Pack 2
b) Windows XP Professional Service Pack 2
c) Windows 2003 Server Service Pack 1
d) Windows Vista (all versions)
Microsoft has dropped support on the above mentioned Windows 98, ME and 2000 OS's as of July 2006 as a result of the support being dropped for the operating system, software developers cannot gain support from Microsoft to sustain their software running on those operating Systems. This has forced NetSoft Studio to upgrade to using latest technology, which does not run on the older operating systems. We apologize if this is an inconvenience. We highly recommend all users to upgrade not only to keep up with technology but to ensure your computers are updated with the latest security patches, especially in a day and age where most computers are connected to the internet.
This version utilizes Microsoft Office 2007 (version 12) technology which is the latest technology available today. As Part of the upgrade, the following will occur:
Your previous database named aposcis-tables.mdb or biz-wizard-data.mdb will be upgraded to Access 2007 (version 12) and will be renamed to BizWizard-Database.accdb and this file will remain in the same folder as previous. Please note, if you are going to migrate to Windows Vista operating system, and you have your database in any of the following folders, you will want to move it. Windows Vista security will have problems with databases in any of the following folders:
c:\Program Files
C:\Documents and Settings
c:\Windows
Changed some aesthetic aspects about BizWizard. The Quick Launch menu has been removed. The Previous technology based menu system has been replaced with the Office 2007 Ribbon technology menu system. To access menu options, simply look at the top of BizWizard for the Application area and this will drop down the menu system allowing you to select the appropriate option you are looking for
Import Customers is now under the Customer Menu and Bizwizard Professional Menu
Import Products is now under the BizWizard Professional Menu
Print Customer Statements is now under the Customer Menu
Print Customer Invoices is now under the Customer Menu
Post Payments has been renamed to Invoice Payment Batches to better reflect the action it represents and it has been moved under the customer menu
Work with All Invoices has been renamed to All Invoices and has been moved under the customer Menu
Work with Pending Purchase Orders has been renamed to Pending Purchase Orders and is under the Supplier Menu
Work with Finalized Purchase Orders has been renamed to "Receive Purchase Orders" and is under the Supplier menu
Work with Payroll has been renamed to All Unpaid Time sheets and is under the Associates Menu
The New Calendar system that was introduced in the last release is now under the Associates menu - There is a known issue with speed on loading up a daily calendar that has occurred as a result of the upgrade. We are investigating why this speed issue on load time has occurred and will provide a fix in a future release
System setup has been renamed to "Configuration"
Work with Orders screen now shows Date/Time Scheduled, Order Total and Sales Representative. These values are also sortable
Work with customers screen now shows Sales Representative and Balance due on account and these values are sortable
Work with Suppliers screen now shows supplier e-mail address and this new field is sortable
Work with Outstanding A/R now shows Credit Limit and Sales Representative and these values are sortable
Work with Associates now shows Emergency Contact, Emergency Phone and Commission Percentage and these values are sortable
The bottom area of the main screen shows the daily snapshot. These statistical numbers used to be limited to 3 digits, so the maximum counts could be 999, we have increased this to 4 digits, so the new maximum is 9999 for each statistic on each day.
Added Sales Representative and Order total to maintain customer's Order listing
Changed the Date Picker Interface on several screens through BizWizard to conform to the new date picker style. This is a graphical enhancement only.
Fixed a problem that occurred on Maintain Order Line whereby if you tried to override the Unit Price before selecting a product from the pull-down list, you would get an error. This problem no longer exists.
Credit card numbers on invoices are now masked whereby only the first 4 and last 4 digits of the credit card number are shown. This is to comply with privay and security acts requirements by credit card issuers. Card number will now be displayed similar to 4444********9837 when a credit card payment is applied to an invoice
Bizwizard has been modified to support multiple store locations using a single database. You now have the option to license additional stores and have those stores linked to the main location via either a VPN (Virtual Private Network) or using Terminal Services. All orders are centralizd in a single database, reportable by location or by All Locations. As part of this change, you will notice a new field when you login named "Location". This field will default to the last store location you logged into on that computer. In addition, the maintain order has a location field that will allow you to change the location that an order is taken or being picked up at. For those that do not use multiple store locations, you will not be effected by this enhancement. As part of the licensing requirements, each store location may have different addresses, phone numbers, store hours and e-mail addresses however ALL stores must have the same company name. In addition, invoices will only be sent from the companies main location. Orders will print with each stores address details, only invoices will remain to where the main companies address information is printed. To Gain access to setup additional store locations, you will need to pay the licensing fee for additional stores. We will update your license and unlock for your database the ability to setup additional store locations based upon how many store locations you purchased in the new license. Currently, there is no limit as to how many store locations you can have for each database. The Licensing fee details may be found on our web site at http://www.netsoftstudio.com Once you have purchased additional store licenses and updated your license code, you will allowed to modify the additional stores address, city, state, zip, phone, fax, store hours and e-mail address so any orders taken using that store location will print with the appropriate contact details. Again, the company name on each license cannot be modified
Previous to this release, template document files resided with the BizWizard Client application. This meant that if you wished to modify the templates you had to modify it and copy it to each computer in your network. We have modified the system to automatically create template document files for external files on the server machine and thus shared amongst all users in the network. This means if you modify the external document files on the server, then you only have to maintain that modification in a single location. Originally it was never intended to have these templates modified, however in practical application we have found customers have been modifying them to support specific layouts, specifically in CorelDraw. Now this will be easier to manage.
There is a new value in system setup that defaults to 7 days to automatically cleanup backup files that are created by the automatic database backup feature of BizWizard. You can now safely turn on the automated backups and set a time interval as well as a cleanup interval and you do not have to worry about your hard drive filling up with backup files
If you are running Bizwizard on Windows Vista or later operating system, the Internet Time Servers feature is disabled. This is because Vista Security allows you to prevent users from updating the date and time unless they have authority to do so. On Windows XP Home, Professional and Windows 2003 server, the Internet Time Server Settings will continue to function as these operating systems do not have built-in security to prevent changing the date and time on the computer.
You can now delete matrix pricing records by clicking on the red X to the left of the pricing record you wish to delete. You can only delete matrix pricing records that are NOT being used by an order line item on an order. Once a matrix pricing records is used on an order line item, the only way to delete the matrix pricing record is to delete the associated order(s)
Corrected an On Click Event error that was occurring when you reviewed Misc. Labor Charges for a Closed Order.
You can no longer change the direct billing details on a closed order
You can no longer copy external files on a closed order.
Validation of order to accuracy will not occur when you click on trigger event to prevent triggering an event on an order where entries may have errors.
On Maintain Order, toggling the order status will not update the click ability of the Trigger Event button based upon whether you are allowed to trigger an event or not depending upon the new order status of Quote or Open Order.
When you duplicate an order, the order in which the line items appear on the newly duplicate order will be in the same order as they were on the order it was duplicate from
E-mail address now prints on work orders
This release sports a new color scheme which is easier on the eyes. As part of the new color scheme, the color coded double click of peach color has been replaced with a very light green color. The light green means you can double click to gain access to a larger input or display area for that field just like the old peach color did.
It has become apparent that when the automated database backup starts, users of Bizwizard thought the software froze and they were closing down the software using CTRL+ALT+DEL and ending the task. We have modified the automated database backups so that a status message pops up and interrupts your work letting you know that BizWizard is performing a backup and has not frozen. The same thing was occurring when BizWizard would check against Internet Time Servers as this process can take up to 15 seconds to complete. We have also modified BizWizard so that a status message appears when internet time servers are being checked.
Software License updates have never been easier. When your license stoplight turns yellow or red (starts 15 days prior to your license expiration) then BizWizard will automatically connect to NetSoft Studio to update your license with the latest license you have purchased once every 2 hours and automatically update your software license for your. In addition, you can still open the view/change license screen and a new button now exists that says "Automatically update license" which will force an update with our database instead of waiting 2 hours. NOTE: This feature requires internet access. To renew your license simply contact NetSoft Studio and the rest is done for your. No more copying and pasting of license codes.
When maintaining a product, if you turn off track inventory for a previously tracked product, then all order line items with back order conditions will be set to zero items for back order. In addition, all inventory information on the product itself will be zeroed out. Also, all purchase orders that had any standard stock items will be converted to non-standard stock items.
Added an option to the work with customers screen for "Perform Advanced Search" which by default is unchecked. This works similar to the same check box on Work with Orders. When it is unchecked, searches are performed faster, however they will not search contacts or invoices. When it is check marked, the search will search the customer, contacts and invoices and due to how much it is searching when check marked, this will slow down the search when advanced search is turned on
Increased the speed of loading the Work with accounts receivable screen by 60%. In addition, this screen now has a re-calculate account aging status message box to let you know the progress of the recalculation that is occurring to determine the current aging based upon the current system date.
Fixed an on event error that would occur sometimes when you had the print customer invoices and late notices screen open.
Corrected a problem on work with accounts receivable whereby accounts with a credit balance were not showing up. This was only a display issue, and the invoices themselves were correct
Corrected an error in reporting of commission sales on paid sales by associate commission report, whereby if the reporting date was on the beginning or ending date range selected for the report printout, the commissioned sales would not show on the report. It now reports correctly
When duplicating an order, previously the sales rep was set to the associated currently logged on at the time of the duplication vs. the sales rep from the previous order. This has been changed so that the sales rep on the duplicated order is the same as the sales rep on the previous order irregardless of who the associate is that is logged on at the time of the duplication.