ABM – Bulletin #73

Advance Release ABM 9

We are pleased to announce the Advance Release of ABM 9 which includes a number of new features which are listed below.

Advance release is for Channel Partners only to put on their own systems. We also need sites that will be willing to be Beta sites. It is essential to run this on beta sites before we can release.

NEW FEATURES

Drill down on Batch Number

In previous versions of ABM it was only possible to drill down on the batch from the general ledger account history screen. In ABM 9 this has now been extended so that you can drill down and view the details of every batch from any master account transaction history screen (such as Customer/Supplier/Job/Product history screen). As well as being able to View the batch details you can also print the Transaction Batch details from that view screen without the necessity of to open the reports list.

Print Customer Receipt

We have now introduced the ability to print a customer receipt when entered through Cash Receipts program or QuickSalePos.

Product Bins Available on Single Location Database

A new field has been added in ABM 9 to accommodate the entry of a Bin number for a product where multi-location has not been selected.

Hyperlinks from Order Tracking screen

When you view a transaction and select Track Order there is a hyperlink on the reference numbers so that you can now drill down on order/delivery/invoice by selecting the appropriate document reference.

New Fields in Column Chooser

A number of new fields are now available in the column chooser, and can be added to various appropriate lists. The fields added are:-

› Customer/Supplier Code

› Entered Date and Time

› Accounting Date

› Due Date

› Usual Sales Location

Product Creation Date

When you create a new product in ABM9 it will now display the date that that product was created. This information will be displayed on the main screen of the product and can also be added to the product list from the column chooser.

Account Code and Account Title added by default to Batch Drill down

When you drill down on any batch in ABM, the Account Code and Account Title will now be displayed by default.

Batch Number and Accounting Period in Transaction Lists

When you select any transaction list such as customer transaction history, the Batch Number and Accounting Period will be displayed by default for easier analysis.

Transaction Due Date in Customer Receipt/ Supplier Payment Allocation Screen

When processing a customer receipt or supplier payment the due date of the transaction is displayed.

Preferred Supplier Currency and Cost Available in Column Chooser

The product cost from the preferred supplier together with the currency of that supplier can now be added to the product list from the column chooser. This will show the Quantity 1 Unit Price for the preferred supplier.

User with two companies open can now print from each company

A user with two companies open can now print from the second company without having to close the first company opened.

User in Tools/Options no longer prevent transaction processing

If a user is making changes in tools options this will no longer prevent a user from processing a transaction. ABM will now check for any changes made and amend those changes such as change of reference numbers into consideration when processing transactions.

JIRA Fixes

A number of issues have been fixed and these are listed in the spreadsheet available at

http://release.advancedbusinessmanager.com.au/Docs/JiraIssuesABM9.pdf

Posted in ABM

ABM – BULLETIN #72

Future development directions

ABM 9 release

We are finalising the last development tasks and testing in ABM 9 and an advance release version will be available in late June. We need “Advance Release” sites to run this version before the full release and we seek your co-operation in getting as many sites as possible to take up the Advance Release version.

ABM 10

We are now developing the next version, ABM 10, which will include considerable work on the Warehouse module and also the release of functionality to support using ABM on mobile devices.

To support mobile and web applications as a seamless part of ABM solutions we are introducing a REST server (REST is Representational State Transfer is a software architecture style for creating web services) to ABM. The ABM REST server will provide a consistent and fully supported framework for applications wishing to integrate with ABM and in due course will remove the need to directly access the ABM database for transactions and information.

ABM is developing many new apps to make the core functions in ABM available on mobile devices (tablets and phones). We will be communicating details on the availability of the new mobile CRM and sales apps very soon with other core functions will follow.

Posted in ABM

ABM – BULLETIN #71

Release ABM 8.2

Advanced Business Manager 8.2 is now released and available for download. A number of issues have been fixed and these are listed in the spreadsheet available at

http://release.advancedbusinessmanager.com.au/Docs/JiraIssuesABM8SP2.pdf

Please note that while all of these issues are included in 8.2 many are also available as individual patches for 8.1, allowing sites to receive these fixes without performing a full update.

Upgrading to 8.2 is not necessary for all sites. ABM 9 is just around the corner, however 8.2 has been released to provide improved performance to sites with large lists of accounts, the way structured stock products are ordered, or the ability to print Service Invoices, Credits and Pro-forma Invoices from ABM. The details of these changes are below.

Performance of Large Lists

The amount of time required to display large lists in ABM 8 has been improved by changing the SQL drivers being used and retrieving only a portion of the record set initially before the list is made visible to the user. This results in the list being displayed initially much quicker, but then a small delay if the user searches the list or scrolls down as the remaining records are retrieved.

Due to the requirement to install additional SQL driver files ABM 8.2 will be provided only as a full installer and not as individual exes or as a self-extracting service pack update. It will be necessary to run the installer on every workstation just as if this were a major version release.

Structure Stock Sequence Numbers

Structured stock will now properly retain the sequence of sub-products as defined initially in the sub-product ranges. When setting up a structured stock product the user may select a range of sizes/colours to use and the order that these are displayed in the matrix will be based on the defined order in the selected range(s). Further the user may use drag and drop to change the order of sizes/colours for that product, and this order will be retained and used for that product when entering quantities in the matrix on transaction entry. The sequence will also be written to the transaction records in the database to allow the correct order to be used on printed forms.

Further enhancements to the way sub-product ranges are used in ABM are expected after the release of ABM 9.

Service Forms

Forms can now be printed using ABM’s standard forms system for Service Invoices, Service Credits and Service Pro-forma Invoices. These options are available when setting up documents in the Printer and Forms settings screen, and allows a differently formatted document to be used for these transactions instead of the standard invoice and credit forms. An updated Service application will be required to take advantage of this feature as the transaction engine now flags these transactions with a status of “SERVICE” to identify them as different to standard invoices.

Upcoming Releases

The expected availability for a release candidate for ABM 9 is the middle of May. This will include primarily those wish list items identified as a priority at the Dealer Days and Conference.

Posted in ABM

ABM – BULLETIN # 70

Release ABM 8.1

There are a number of fixes in ABM 8.1 for issues arising since the release of ABM 8 which are listed in the spreadsheet available at:-

http://release.advancedbusinessmanager.com.au/Docs/JiraIssuesABM8SP1.pdf

We have also developed Stock Taking for sites using the Warehouse module:

It is now possible to enter a stocktake and allocate, or confirm the quantity on hand in individual bins. This feature will now allow companies using warehousing to process a stocktake as at a particular date. It will also facilitate the movement of stock within the warehouse during the stocktake process.

Job retentions:

Job retentions can now be set up with up to three different percentages for increasing thresholds of total invoice value. For example, the first $100,000 of invoices has a retention of 10%, the next $200,000 has a retention of 7.5% and any further invoices have a retention of 5%. These stepped values are used to automatically calculate retentions when processing sales or project invoices for jobs.

Job Stage Status and Percentage Complete:

New fields have been added to the Job costing maintenance screen so that you can now keep track of the percentage completed for a particular stage, as well as recording the status of that stage, such as in-progress, or completed.

Create Purchase Requisitions from Job Estimates:

As well as the option to create a purchase order from a job estimate, you can now create a requisition from a job estimate so that they can be approved prior to creating the purchase order.

Version Checking of ABMSystem:

Previously if a new version of ABMSystem was being installed but it had an earlier date than the ABMSystem that existed in the programs folder (due to the ABMSystem being opened manually), then the ABMSystem may not have been updated correctly. Service Pack 1 now checks the version number of ABMSystem and ensures that the correct version is updated at all times.

Upcoming Releases:

We intend to release ABM 8.2 just after Easter. The key changes in this version will be:

Structured Stock Sequence:

Structured stock will now properly retain the sequence of sub-products as defined initially in the sub-product ranges. When setting up a structured stock product the user may select a range of sizes/colours to use and the order that these are displayed in the matrix will be based on the defined order in the selected range(s). Further the user may use drag and drop to change the order of sizes/colours for that product, and this order will be retained and used for that product when entering quantities in the matrix on transaction entry. The sequence will also be written to the transaction records in the database to allow the correct order to be used on printed forms.

Further enhancements to the way sub-product ranges are used in ABM are expected after the release of ABM 9.

Performance Improvements for Large Lists: The amount of time required to display large lists in ABM 8 has been improved by changing the SQL drivers being used and retrieving only a portion of the record set initially before the list is made visible to the user. This results in the list being displayed initially much quicker, but then a small delay if the user searches the list or scrolls down as the remaining records are retrieved.

Posted in ABM

ABM – Bulletin #69 for ABM 8 release

ABM 8 Release

We are pleased to announce the release of ABM 8

ABM 8 has a new look and users will notice a significant change in the screen design, and now has Ribbons on all screens.

The resulting changes allow for quicker processing, whereby all regular actions are just one click away.

Apart from the visual changes there is also a lot of work completed “under the bonnet” giving the basis for further development of mobility and cloud delivery.

The new features in ABM 8 include the following

· Reports:

o New Look: The standard reports have been freshened up with a new look for better use of space. New comparative reports provide more information for monitoring performance.

o Favourite Reports: Frequently run reports can now be made Favourites which can be quickly accessed from the reports list.

o Recently Run Reports: Rerun a report that you have already run without the need to reselect any parameters.

o Switch to Any Ledger: Now you can change the list of reports you are looking at without closing and re-opening the reports list.

o Report Logo: You can now have your own company logo on the standard reports.

· AMS inside ABM: Now manufacturing is inside ABM making it easy to create productions runs.

· Alchemex for ABM: firing up Alchemex from the ABM toolbars making analysis easy.

· User Login associated with windows user: You can now associate your ABM login with your Windows Login reducing the time required to log into ABM.

· Location Details on Products summary screen: The Product Details screen now shows the Quantity on Hand, Free Stock etc, for all locations, as well as the overall status of the product.

· Calculation Formula on Custom fields: You can now add a SQL formula on a custom field on all master tables so that calculations are performed at the database level for custom value presented in ABM and on reports.

· Serial/Lot number default warranty period: You can now set the default Warranty or Use By period for tracked products, which will then be used automatically when bringing the items in stock, reducing the possibility of entering the wrong dates.

· WIP Write Off: Write off WIP on a job with just a couple of clicks of the mouse.

· More Information Available: Many existing screens and lists have had additional fields and columns added as a result of user feedback about what they need to see to assist their operations.

· And much, much more… It’s all in the PDF.

All changes in ABM 8 are included in a pdf file which is available at:

http://release.advancedbusinessmanager.com.au/Docs/ABM8.pdf

Posted in ABM