M. David Matney
07-03-2010, 02:56 PM
BizWizard Professional is now BizWizard BackOffice. This new version has many enhancements to improve speed, functionality as well as marketing. The following is a list of changes made for this release:
Customer Balances now reflect any in store credits as part of the balance total displayed.
Corrected an error in Supplier Purchase Orders whereby the Purchase Order Totals were not updating when a change was made to Quantity or Unit Price of an Item
Close down a security hole in Maintain Payment Batches. Previously an employee that was not authorized to access invoices could manage the invoice. This is not longer the case.
Corrected an error on Print Order Acknowledgment whereby previously if a line item used pricing matrix, the pricing matrix selections were not show. These selections will now print on the order acknowledgment.
Added the ability to Clear the E-mail Print queue with a single button click. Previously you had to delete each e-mail one by one.
Closed a security hole which allowed an ***ociate to use the Line Item Analysis Screen to override unit pricing and costing when they were not authorized to do so.
Closed a security hole that allowed an ***ociate to reset unit pricing from maintain order line when they were not authorized to do so.
Added a new option to work with all in-store credits under the Customer Accounts Menu
A New Option has been added to the Duplicate Order function to allow you to override the order demographics and shipping information for direct bill orders that are duplicated from the customer and contact details on the customer being direct billed.
A New Option has been added under the Orders Menu to delete all canceled orders.
New Security has been added to prevent deletion of a customer contact if that contact is being referenced on an order within the system.
Added a New Option to Add a one time payment to an invoice without going through payment batches. From the Maintain Invoice Screen, there is a new button named "Add Payment". In addition, Maintain Invoice now has new screens for adding shipping charges, sales tax charges and line items to an invoice. This will help facilitate making invoice modifications without errors.
Added ability on maintain payment batch check to post a payment to a customer account or to look up the customer account using Invoice #.
You can now send marketing e-mails and print envelopes and labels for orders. A New option is added to the order menu
Added code to prevent duplicate e-mail addresses from queuing up when sending marketing e-mails. If duplicate e-mail addresses are detected, only one e-mail will be sent and the duplicates are ignored.
Added a Do Not E-Mail List. If an e-mail address is in the Do Not E-Mail List it will only effect M*** broadcast e-mails and will not effect e-mailing order acknowledgments, invoices or other individual type e-mails
On Maintain Order, the Cursor will now default to the Company Name field upon adding a new order.
On Maintain Customer, the Cursor will now default to the Company Name field upon adding a new Customer.
Added some new selection criteria options to work with products to create subset lists to show only products in a certain status, show only certain products types and to sub select by track inventory products only.
Applied a fix to product kits so that if a kit component is deleted or inactivated, it will be reflected on all products using that kit component, as well as the kit grouping itself and any line items referencing that kit product component
Mark Invoices billed on the Invoices to Print screen will now only mark those billed if the invoice was either e-mailed or printed. This is based upon the print invoice or e-mail invoice check box on the Print Invoice Screen.
Order Waivers will now automatically print if BizWizard Detects an order has a product sold on it that requires an order waiver.
Modified the Spell Check Feature so it works on computers that are running the Access 2007 Runtime and not the Full Access 2007 Product.
Included new validation on the E-Mail Address field to enforce entry of only a single e-mail address. This is required since the field is not designed to support multiple e-mail addresses. If you try to add multiple e-mail addresses to the maintain order, maintain customer or customer contacts, you will receive an error message.
Provided a new screen in Accounting named "Work with Orders with Deposits Applied" to allow you to work with all orders that have payments applied to the order that are in an open or completed order status. You may also printout the report using the Print Report Button.
Corrected a problem whereby orders would become out of sync with their ***ociated invoice and/or get credit balances even though the order was in a closed status. This correction requires a major upgrade to your database and the upgrade process to upgrade to this version release will take a long time. It is imperative that you DO NOT cancel the upgrade once it has started, EVEN IF WINDOWS REPORTS BizWizard as Not Responding and DO NOT CANCEL simply because you do not see the order processing status updates in the upgrade database window. BizWizard is still processing even if either of these conditions occur.
Add the capability to add product cl***ifications.
Work with Product Categories now sorts alphabetically
Work with Kit Groupings now sorts alphabetically
Modified Product Import to Scan for Quotation Marks inserted by Microsoft Excel and strip those quotation marks back out of the import data.
Modified Product Import so that if you are importing a product that will overwrite an existing product, then all ***ociated order line items will be set to override unit price and unit cost.
Modified Customer Import to Scan for Quotation Marks inserted by Microsoft Excel and strip those quotation marks back out of the import data.
Corrected a situation where if you transferred balance of an in-store credit to an order, the in-store credit was not transferring to the invoice when the order went to invoicing.
Added a new Accounting Screen Named Financial Posting Summarization which details for any date range you choose how much you had in product sales, sales tax charged, delivery charges, discounts and payments received. This is added to BizWizard to ***ist those who use external accounting programs to provide simple numbers for posting into those external accounting programs.
Corrected a problem whereby if an order had kits on it, when the order status was "quote" the kit items were not there. Now you can add line items that have kits, even in a quote status.
During the Upgrade process, BizWizard will scan the text fields on all products for beginning and ending quotation marks. If both a beginning and ending quotation mark is found, they will be stripped from the fields. After stripping the beginning and ending quotation marks, any occurrences of two double quotes together consecutively will be converted to single double quotes. This is to correct a problem that occurred when importing products after exporting them from an Excel Spreadsheet. The Excel spreadsheet would add quotation marks around text fields and convert all Single occurrences of Double Quotes to Double occurrences of Double Quotes. BizWizard imported the data exactly as provided without checking for the excel erroneous quotes it places in the data records.
Added the ability to order non-stock inventory from maintain order line, even if the order line is a track inventory product.
Kit Components Button on Maintain Order Line only shows up if there are any kit components for the order line item.
On Maintain Order, the "Toggle Status" button has been replaced with a "Change to Open" button if the order is a quote, and "Change to Quote" button if the order is an open order.
The General Ledger Categorization Summary has been removed since it is no longer needed with the new Financial Posting Summarization Screen. It has been replaced with a Product Sales Summarization Report which will give you product sales for a specified time period and categorized by the General Ledger Categorizations.
Added on Revision Date 2/3/2010:
You can only delete payments from an order if the date of the payment transaction matches the current system date. - Added on Revision Date: 2/3/2010
Added Location Summarization to the Payment Transaction Summarization report to give a breakdown of payments by company location - Added on Revision Date: 2/3/2010
Added on Revision Date: 2/18/2010:
Corrected the Invoice Due Date that is calculated when invoices are marked billed from the Print All Invoices Screen
Added on Revision Date: 3/31/2010:
Locked down ability to modify invoice detail records to ensure invoices stay in sync with the accounting period
Added code to prevent credit balances on orders.
Customer Balances now reflect any in store credits as part of the balance total displayed.
Corrected an error in Supplier Purchase Orders whereby the Purchase Order Totals were not updating when a change was made to Quantity or Unit Price of an Item
Close down a security hole in Maintain Payment Batches. Previously an employee that was not authorized to access invoices could manage the invoice. This is not longer the case.
Corrected an error on Print Order Acknowledgment whereby previously if a line item used pricing matrix, the pricing matrix selections were not show. These selections will now print on the order acknowledgment.
Added the ability to Clear the E-mail Print queue with a single button click. Previously you had to delete each e-mail one by one.
Closed a security hole which allowed an ***ociate to use the Line Item Analysis Screen to override unit pricing and costing when they were not authorized to do so.
Closed a security hole that allowed an ***ociate to reset unit pricing from maintain order line when they were not authorized to do so.
Added a new option to work with all in-store credits under the Customer Accounts Menu
A New Option has been added to the Duplicate Order function to allow you to override the order demographics and shipping information for direct bill orders that are duplicated from the customer and contact details on the customer being direct billed.
A New Option has been added under the Orders Menu to delete all canceled orders.
New Security has been added to prevent deletion of a customer contact if that contact is being referenced on an order within the system.
Added a New Option to Add a one time payment to an invoice without going through payment batches. From the Maintain Invoice Screen, there is a new button named "Add Payment". In addition, Maintain Invoice now has new screens for adding shipping charges, sales tax charges and line items to an invoice. This will help facilitate making invoice modifications without errors.
Added ability on maintain payment batch check to post a payment to a customer account or to look up the customer account using Invoice #.
You can now send marketing e-mails and print envelopes and labels for orders. A New option is added to the order menu
Added code to prevent duplicate e-mail addresses from queuing up when sending marketing e-mails. If duplicate e-mail addresses are detected, only one e-mail will be sent and the duplicates are ignored.
Added a Do Not E-Mail List. If an e-mail address is in the Do Not E-Mail List it will only effect M*** broadcast e-mails and will not effect e-mailing order acknowledgments, invoices or other individual type e-mails
On Maintain Order, the Cursor will now default to the Company Name field upon adding a new order.
On Maintain Customer, the Cursor will now default to the Company Name field upon adding a new Customer.
Added some new selection criteria options to work with products to create subset lists to show only products in a certain status, show only certain products types and to sub select by track inventory products only.
Applied a fix to product kits so that if a kit component is deleted or inactivated, it will be reflected on all products using that kit component, as well as the kit grouping itself and any line items referencing that kit product component
Mark Invoices billed on the Invoices to Print screen will now only mark those billed if the invoice was either e-mailed or printed. This is based upon the print invoice or e-mail invoice check box on the Print Invoice Screen.
Order Waivers will now automatically print if BizWizard Detects an order has a product sold on it that requires an order waiver.
Modified the Spell Check Feature so it works on computers that are running the Access 2007 Runtime and not the Full Access 2007 Product.
Included new validation on the E-Mail Address field to enforce entry of only a single e-mail address. This is required since the field is not designed to support multiple e-mail addresses. If you try to add multiple e-mail addresses to the maintain order, maintain customer or customer contacts, you will receive an error message.
Provided a new screen in Accounting named "Work with Orders with Deposits Applied" to allow you to work with all orders that have payments applied to the order that are in an open or completed order status. You may also printout the report using the Print Report Button.
Corrected a problem whereby orders would become out of sync with their ***ociated invoice and/or get credit balances even though the order was in a closed status. This correction requires a major upgrade to your database and the upgrade process to upgrade to this version release will take a long time. It is imperative that you DO NOT cancel the upgrade once it has started, EVEN IF WINDOWS REPORTS BizWizard as Not Responding and DO NOT CANCEL simply because you do not see the order processing status updates in the upgrade database window. BizWizard is still processing even if either of these conditions occur.
Add the capability to add product cl***ifications.
Work with Product Categories now sorts alphabetically
Work with Kit Groupings now sorts alphabetically
Modified Product Import to Scan for Quotation Marks inserted by Microsoft Excel and strip those quotation marks back out of the import data.
Modified Product Import so that if you are importing a product that will overwrite an existing product, then all ***ociated order line items will be set to override unit price and unit cost.
Modified Customer Import to Scan for Quotation Marks inserted by Microsoft Excel and strip those quotation marks back out of the import data.
Corrected a situation where if you transferred balance of an in-store credit to an order, the in-store credit was not transferring to the invoice when the order went to invoicing.
Added a new Accounting Screen Named Financial Posting Summarization which details for any date range you choose how much you had in product sales, sales tax charged, delivery charges, discounts and payments received. This is added to BizWizard to ***ist those who use external accounting programs to provide simple numbers for posting into those external accounting programs.
Corrected a problem whereby if an order had kits on it, when the order status was "quote" the kit items were not there. Now you can add line items that have kits, even in a quote status.
During the Upgrade process, BizWizard will scan the text fields on all products for beginning and ending quotation marks. If both a beginning and ending quotation mark is found, they will be stripped from the fields. After stripping the beginning and ending quotation marks, any occurrences of two double quotes together consecutively will be converted to single double quotes. This is to correct a problem that occurred when importing products after exporting them from an Excel Spreadsheet. The Excel spreadsheet would add quotation marks around text fields and convert all Single occurrences of Double Quotes to Double occurrences of Double Quotes. BizWizard imported the data exactly as provided without checking for the excel erroneous quotes it places in the data records.
Added the ability to order non-stock inventory from maintain order line, even if the order line is a track inventory product.
Kit Components Button on Maintain Order Line only shows up if there are any kit components for the order line item.
On Maintain Order, the "Toggle Status" button has been replaced with a "Change to Open" button if the order is a quote, and "Change to Quote" button if the order is an open order.
The General Ledger Categorization Summary has been removed since it is no longer needed with the new Financial Posting Summarization Screen. It has been replaced with a Product Sales Summarization Report which will give you product sales for a specified time period and categorized by the General Ledger Categorizations.
Added on Revision Date 2/3/2010:
You can only delete payments from an order if the date of the payment transaction matches the current system date. - Added on Revision Date: 2/3/2010
Added Location Summarization to the Payment Transaction Summarization report to give a breakdown of payments by company location - Added on Revision Date: 2/3/2010
Added on Revision Date: 2/18/2010:
Corrected the Invoice Due Date that is calculated when invoices are marked billed from the Print All Invoices Screen
Added on Revision Date: 3/31/2010:
Locked down ability to modify invoice detail records to ensure invoices stay in sync with the accounting period
Added code to prevent credit balances on orders.