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Whats New 12/2003

IMPORTANT NOTE: This update can only be installed if the last update from 2002 has already been installed. If your latest installed update is not at least 12/01/2002 then do NOT install this one. Previous updates are available at here.

After this update is installed all Customers will be considered 'Tax 2 Exempt'.  To set all customers to 'Tax 2 Taxable' as is needed for the Canadian GST, use the option Utility | Supervisor | Reset Tax 2.

bulletA new option Edit | Other | Add/Edit Labour has been added. This screen should be self explanatory and is used to manually input labour units in the employee database. Please note that all entries will be applied to the current system period as follows: If the month is greater than the current month, data is applied to the previous calendar year. If the month is less than or equal to the current month, data is applied to the current year.
bulletLabour units were not being added to the Employee database from Transaction | Inventory | Assemblies. This has been corrected. This problem only existed for those users who installed a 02/18/2003 Beta update.
bulletThe labour units for December were not always zeroed properly. In some cases values from the previous year were carried forward to the following year. This has been corrected.
bulletInvoice Reprint routines have been improved to provide better data compression. This should eliminate issues where only part of an invoice prints when the 'Reprint' feature is used. This does not correct any existing data that was affected by previous routines.
bulletThe option Setup | Forms | Payables | Cheques has been redesigned. You will need to reconfigure this option for your cheque forms. Several new Tech Tip bulletins have been issued that deal with this new feature and they are available here. This new feature will allow greater control over how your payment cheques are printed.   If your cheques were printing just fine prior to this update, the parameters you need to obtain the same results are available here.
bulletSome issues with Package Quantities in the vendor area of Edit | Inventory | Add/Edit have been addressed. Problems with the 'Vendor Part Number' have also been corrected ... again!
bulletThe change to having 'Abort' the default option on most screens has as expected caused some 'training' issues. An additional "Are you sure" prompt has been added to some areas where considerable data can be lost by using the 'Abort' option.
bulletShop Trac now supports the Canadian HST (Harmonized Sales Tax) for users outside of the HST area (Maritimes), but who make sales into the HST area. A new field in Setup | Defaults called 'HST Rate' needs to be completed. Shop Trac knows who are HST customers by their postal code prefix, so correct postal codes are important. This tax will print on the invoice GST line. You may wish to edit the invoice form and change this line to 'GST/HST'. HST customers are always considered PST exempt. For users within the HST area of Canada, this new feature can be ignored, and the rate set to zero. Shop Trac users within the HST zone will continue to process HST (using the GST fields) as they always have. In this case, the HST rate field should be left at zero.
bulletThe Edit | Inventory | Add/Edit now processes superseded parts numbers in a more consistent manner. The change with the Edit and Abort options
caused some problems, and this has been modified to eliminate the 'Ok' option from this SED. This will never cause a lock issue. 
bulletThe Transaction | Inventory | Count option has been modified. The 'User2' field (normally used for Bin Location) can now also be changed when using this option.
bulletThe unused "Rate' field on the Edit | Receivable | Customers screen has been changed to 'Tax 2 - Taxable'. This allows Canadian users to indicate zero rated GST customers. This field will default to 'No'. A new option located at Utility | Supervisor | Reset Tax 2 will allow you to change this field for all accounts to 'Yes'.
bulletThe GL Account fields on the Edit | Inventory | Add/Edit screen are now protected. These fields are assigned via the 'Manufacture Code', or via a user with SUPERVISOR access. This should eliminate these fields being modified by mistake.
bulletSeveral of the data export routines have been improved to export data that is easier to import into other Windows programs.
bulletHopefully, a final Y2K bug.  2004 being the first leap year of the century caused some problems with Date addition routines.  This was most noticeable on the 'Invoice Due Date'.  This has been fixed.

 
Introduction
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Whats New 01/2005
Whats New 04/2004
Whats New 12/2003
Tech Tips
Tips & Traps
FAQ
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Latest Beta
Bug Report

Web Site News! 

This box will always give you the latest news about changes to this site.

The Shop Trac FAQ has been updated!

New Shop Trac  Tech Tips, including the changes for the Canadian July 2010 HST rate changes.

Many new 2010 price lists have been posted.

The latest Shop Trac Update is dated 01/10/2007.  The latest (and final)  IMS/ACTR/ACTP Update is dated 11/30/2003.

  (previous what's new files have been moved to the read me file located here) dot
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dot Copyright © 2002 by Jack Roffel & Associates   
9101 MCDowell Line   
Chatham, Ontaro.  Canada   
Phone:  519-351-7083  Fax:  519-351-7571   
Email: jroffel@jra.on.ca