Previously Print would close the view and Preview would keep the view open after printing. Now when the Print options is selected, the view will remain open until the user closes it.
Go to Activities>>Work Order Entry
Main tab
Tracking tab
Go to Reports>>Outstanding Work Orders
Go to Maintain>>Recurring Work Orders
Go to Activities>>Work Order Entry
Main tab
Added an Employee selection option.
The assigned employee's name will print on Work Order format 005.
The Outstanding Work Order Report has an option to select an employee's name for the report.
Go to Reports>>Outstanding Work Orders
Added an Assigned Employee Selection option - only outstanding work orders that have been assigned to the employee during Work Order Entry will appear on the report when this option is used
Go to Reports>>Physical Count>>Physical Count Worksheet
New report
Go to Reports>>Physical County>>Physical Count Worksheet - With Cost
New report
Go to Reports>>Valuation Report
New Report
Go to Inquiries>>Work Order History
Quick Link>>Re-Open Work Order
When a work order is reopened, it will not change any existing entries. Users must add or subtract items or amounts to make changes.
A re-open confirmation box will be shown. Users must select one of the options in order to continue:
For a work order that was billed to a tenant with an Auto-Bill amount, any additional amounts added will increase the maximum but will retain the original monthly amount
Go to Activities>>Work Order Entry
Inventory tab
Go to Activities>>Work Order Entry>>Billing Review
On the bottom left side of the screen, tenant transfer information will be displayed to avoid bills being applied to the tenant's previous unit.
Go to Activities>>Work Order Entry
Moved the Area Code and Phone Number fields over to the right
Added a HUD Unit field to the right of the Address field
The HUD Unit field can be used to search for a unit/tenant. This field looks at the HUD unit number in the Unit Master
Go to Right Side bar>>Outstanding Work Orders
Added the tenant last name as a sort option
Go to Right Side bar>>Completed Work Orders
**New
Must enter the Area and Community
Go to Activities>>Work Order Entry
Billing Review
The Start Date now defaults to the first day of the next month.
For example if the close date is 5/23/14 the Start Date will be 6/1/14
Monthly Amount now defaults to the total billable amount.
Default information may be overwritten by users as needed.
Go to Settings>>Work Order Settings
Added a Default Requested by checkbox
When a work order is entered, the person who is logged in will be entered by default as requesting the work order when the box is checked.
Added a Print Charge Register checkbox
When a work order is billed a register will print when the box checked.
Go to Activities>>Work Order Entry
When the Default Requested by checkbox is checked in Work Order Settings, the Requested by field will default to the user who is logged in when the work order is entered.
For Work Order Format 007
Quick Link>>Print Forms>>Work Order Form
Will print in a larger font
Go to Inquiries>>Work Order History>>Re-Open Work Order
This program will display the following message when clicked:
Clicking YES will open the selected work order in the Simple Work Order Update program. This is recommended for updating general information on the work order.
Clicking NO will re-open the work order. The work order can be updated in the Work Order Entry program.
Clicking the Cancel button will close the message box and the work order will not be re-opened.
Go to Letters/Forms>>Print Batch of Work Orders
For Work Order Format 006
Added the ability to print by Work Order Number Range
The Effective Date has been removed for all programs
Added the ability to change passwords
Enhanced administrative functions
Go to Reports>>Work Order Activity Report>>By Unit
**New Report
Reports in Unit Order for the date range entered
Can be generated in detail or summarized
Will show total number of work orders and types
In detail mode the report will include the Work Order Number, Category, Description, Date/Time Requested and Completed
Go to Tools>>Completed not Closed Cleanup
**New Program
Moves completed, unclosed work orders to history. No Tenant Billing, Inventory or Invoicing will be done during the process.
Go to Reports>>Outstanding Work Orders
Added Sort Order within Community options
Select Unit, Work Order Number or Requested
Added the ability to print the report by Assigned to Internal, Contractor or the default of Both
Go to Settings>>Work Order Settings
Added 005A as a new Work Order Format
The format adds the following at the bottom of the form: Old Ref. Decal #, New Ref. Decal #, Old Ref Serial #, New Ref Serial #, Old Range Decal #, New Range Decal #, Old Range Serial #, New Range Serial #
**New Feature
Enter the work order number minus the year. Leading zeros can also be left off.
The program will "find" the work order and open it in the appropriate program
For Example: For a 2011-00213540 work order enter 213540
Go to Activities>>Work Order Entry
Added an Inspection Pics tab to view inspection pictures
Added a browse prompt to Address to allow users to search for tenants/units using the Address field
Auto complete has also been added to the Address field
Go to Inquiries>>Work Order History
**Renamed from Work Order Viewer to Work Order History
Voided Work Orders can now be reopened
Added an Inspection Pics tab to view inspection pictures
Go to Reports>>Work Order Billing
**New Report
The report will pull from Work Order Entry and Work Order History for work orders that have been completed and billed to a tenant.
Voided work orders are not included on the report
Billing detail will be included on the report when "Print Billing Detail" is checked
Added a Help on Report button to all Lists. Pressing the button or F1 will open the help topic for the list.
All of the reports except Custom Reports now have had logic information added to the help topic.
Added Help on Report button to all reports except Custom Reports. Pressing the button or F1 will open the help topic for the report where users can read the logic used in generating the report as well as information on the report view.
Go to Activities>>Work Order Entry>>Complete>>Close Work Order
Added error checking to ensure that valid general ledger accounts will be created in the Inventory Interface.
If an error message is generated, it will describe the error
Go to Inquiries>>Work Order Inquiry - By Location
Address 1 field has been made available to enter and find locations with auto-complete
Go to Maintain>>Inventory Item Master
Quick Link menu removed, View Item Activity, Quantity Review, Reserve Review - Sales Orders, Vendor Item Master
Comments... red flag no longer used when notes are added
Main tab
Item Status moved to first position
Product Line moved to second position with description underneath
Structure Code renamed to BOM
Taxable and Web check boxes removed
Stocking information moved to Main tab
Main Warehouse
Bin Location
Stocking Unit
Pricing Unit
Conversion
Size
Weight
List Price renamed to List under Pricing
BO and PO fields removed under Availability
Purchasing tab
Primary Vendor renamed to Main Vendor# and prompt removed
Vendor Name added and field undimmed
Part Number removed
Vendor Cost removed
Lead Days added to this tab
Costing information moved to Purchasing tab
Average Cost (moved from Costing Layers to Costing)
Last Cost
Base Cost removed
Costing Layer Information removed
Purchase Order grid moved to the middle right side
Comments renamed Notes and moved to the bottom of the Purchasing tab
Comments tab page removed
Warehouse tab
All fields dimmed except for Warehouse and Bin Location
Shopping Setup tab removed
Go to Settings>>Work Order Settings
Added an "Only Active Tenants" checkbox on the General tab
When checked, users will not be able to enter a work order for a tenant with a status of Move Out
Go to Maintain>>Maintenance Tables>>Employee Master
Moved and renamed the Employee Billing Matrix program and added information
Adds the ability to add and maintain employee information in Maintenance Management
In Payroll when a new employee is added with the "Employee Available in Maintenance System" box checked, the employee will be added into the Work Order Employee Master by the system.
Go to Activities>>Create Work Orders from Recurring Objects
When the Print Work Orders box is checked, the Print dialog box will only appear once to select the printer for multiple work orders. All of the created work orders will all print to the same printer.
Go to Activities>>Work Order Entry
Increased the numbers of characters allowed in the Quantity field on the Service Codes tab
Go to Reports>>Service Code Report
Unit addresses will be displayed on the report.
Note: Units must be setup in the Site Master File with addresses in order for the unit address to be displayed on the report.
Go to Settings>>Work Order Settings
Added two new billing modes:
Labor/Materials Billing Mode (List Price)
Combined Billing (List Price)
Labor/Materials Billing Mode (List Price) and Combine Billing (List Price) modes will use the list price for tenant billing and last cost pricing for Work Orders. List Price and Last Cost are pulled from the Inventory Item Master.
Go to Activities>>Work Order Entry
For Labor/Materials Bill Mode (List Price) and Combined Billing (List Price)
List Price will be displayed under Cost on the Inventory tab
Cost will be used for the work order
List Price will be used for tenant billing
Go to Activities>>Work Order Entry
Work Order No - when entering a work order number from a previous year, the Work Order Year will change to the year in which the work order was created.
If there are two of the same Work Order Numbers with different years they both will be available in the browse box for selection
Inventory
If Work Order Settings has Use Qty Checking checked a Negative Quantity notification will pop up during inventory item entry if there is an insufficient amount in the warehouse for the Work Order.
Click No to return to the inventory line and adjust the information
Click Yes to continue and save the line with the quantity as entered
Tenant Billing Interface
When Tenant Bill Mode is set to Combined Billing in Work Order Settings then Labor, Materials and Service Charges will be billable to the tenant.
Go to Settings>>Work Order Settings
General>>Parameters
Added Use Qty Checking
When checked a Negative Quantity notification will pop up when inventory amounts entered are not available during Work Order Entry in the selected warehouse.
For Tenant Bill Mode added Combined Billing
Service charges, Labor and Materials will be billable
Go to Maintain>>Recurring Work Orders
Increased the amount of entered characters allowed for Work Order Information (Job Description)
Increased the number of entered characters allowed in Comments
Go to Activities>>Work Order Entry
Attachments
Added the ability to edit a scanned document to add additional pages using the "Edit Scan" button
Go to Activities>>Work Order Entry>>Quick Link>>Work Order Entry
Work Order format 009
Comments entered in Work Order Entry under the Comments tab, will print on a second page
When more than nine lines of employee information is entered, the additional lines will print on the second page
When billing a tenant if "Send to Tenant Auto-Bills" is checked, the charge will be entered into the tenant's auto bills for billing. If this field is not checked, the bill will go directly to a tenant's account.
Go to Reports>>Service Code Report
Added additional tracking of a selected service code
Will count how many work orders the code was used by community and total
Program compiled for data compatibility
Go to Activities>>Work Order Entry
Service Codes
Added a note field for each service code entered
Attachments
When Scan is clicked the program will not ask the user to close a completed work order
Site - Work Order Type
Adjusted Site Browse
Go to Activities>>Work Order Entry>>Quick Link>>Close Completed Work Order with charge to tenant
The complete Work Order Number will interface to Tenant Management and may be viewed in the Reference column in Tenant Activity and History for tenant charges
Go to Activities>>Work Order Entry>>Quick Link>>Print Completed Work Order Report
Notes entered for Service Codes will print on the Completed Work Order report under the description for the service code
Go to Activities>>Create Work Orders From Recurring Objects
Work Orders created from Recurring Work Order Setup will now pull over the descriptions for the service codes
Go to Reports>>Unit Turnaround Report
Adjusted the report for Voided Work Orders
Go to File
Removed unused menu items
Go to File>>Company Information
View or enter the following information:
Company Name and Address
Federal ID number
Phone Numbers
Merge Paths for letters and forms
Go to Reports>>Outstanding Work Order Report
Option added to "Print second Address Line" when checked
Go to Reports>>Work Order Activity Report
For Category codes classified as Emergency with Tenant Requested checked - the report will include the Tenant's name.
This is a HUD requirement
Go to Reports>>Work Order History Report - By Location
The second address line has been added to the report when available
Go to Settings>>Work Order Settings - General
Format
Added a new Work Order Format - 009
Go to Reports>>Service Code Report
New Report Added
Go to Reports>>Inventory Item Code Report
New Report Added
Go to Reports>>Print Completed Work Order Report
Added the Service Code information assigned under labor to the report.
Go to Reports>>Work Order History Report - By Tenant
Adjusted the title of the report
Added Item Number browse on the Inventory tab
Program will use the default warehouse from settings if no warehouse has been setup for the Inventory Item (mode 2)
Program will not allow deletion of work orders in this view
Adjustment made to selection criteria for Area/Community selections
Added an Other column to report amounts entered for Misc Materials
Added "Use WO Costing" to Parameters
When checked the item cost used in the work order will interface to the general ledger in the Horizon Financials module under Utilities>>Inventory Interface Edit List and Inventory Interface
Update to bedroom size information
Fixed Table not open error
If Interface to Tenant Accounting is unchecked in the Work Order Settings view users will not get a confirm/cancel billing interface box when closing a work order
Unit Turnover Report changed to look at Work Start Date instead of Date Assigned
Labor Tab - Added Service Code Integration
Inventory Tab - Added Service Code Integration
Contractor Assignment Tab - Added Service Code Integration
Misc Materials Tab - Added Service Code Integration
Added the ability to select by area and community
Added new work order format 008
Update for Service Code Type billing
Added Site to Utility Billing Mode (02)
Updated functionality of Work Order Format 010 to handle multiple pages. This is a dot matrix format for Mode 1.
New Report added to menu
Mode 2 was added to integrate the Horizon Materials Management module with Utility Billing (Modes are setup by the implementation team during installation or training)
Added Inventory Tables
Added Inventory Transactions
Added Work Order Format 007
Updated hours calculation in PHAS reporting
Added customizable comments for format 005
Labor Entry - updates to hour calculations when start and end times are used.
Attachments are now available in Work Order Entry
Scanning has been added to Work Order Entry on the Attachments tab.
Attachments are also available in Work Order Viewer
Scanning has also been added to the Work Order Viewer.
Added "Labor Analysis Report - by Day"
Updated Work Order Format 004 - to print modified service descriptions.
Added Recurring Work Orders - Last Object #
The merge system will now look at the Community Master for City, State and Zip code information if it is not found in the Unit Master.
Added new format - 006
Increased Work Order Information "Notes" from 256 to 512
Redesigned to handle larger Notes entered on work orders
***NEW***
Introduction of Horizon Messaging
The star for the Horizon System Messaging shows on the task bar notification area when active. When clicked it will open and show the following screen:
Messages from Horizon will be displayed on this screen.
Update Notification Added
Work Order Format 005
Changed process for finding city/state/zip
Close Completed Work Order
Changed closing process to look at the project closing setting
Added "Requested By" merge item
Fixed problem with "Total Tenant Charge" merge item
Fixed problem with resetting the status causing work orders to not reopen
If Tenant Bill Mode is set to Labor/Materials Billing Mode then:
Added Billable Hours to Employee/Labor Entry
A checkbox will be shown when entering employee Information on a new work order when Bill Tenant is checked on the front screen.
Added merge fields for billable hours
***********************************
Added the ability to turn off the following questions
Lease Question
Housekeeping Question
GFI Question
Smoke Detector Question
Added area to enter the merge heading information
Added the following drop variables
Under Family:
Mailing City/State/Zip
Under Work Order:
Unit City/State/Zip
Done Notes
Requested By
Entered By
Category Code
Total Hours
Total Billable Hours
Total Labor (To Bill)
Total Labor Cost
Total Materials (To bill)
Total Material Cost
Smoke Detector Checked
GFI Checked
Housekeeping Checked
Lease Violation
Permission to Enter
Added the following fields (Table Information)
Folders under Fields:
Employee Listing
Inventory Listing
Misc Material Listing
Materials (Listing - This includes both Inventory and misc materials)
Vendor Listing
Added "Cyclical" as a classification
Cleaned up PHAS Coding
Incorrect posting to General Ledger Interface fixed
*******************************
Fixed problem with Category description not matching code
Added Export Feature to PHAS Reporting
Updates for General Ledger transactions
**NOTE**
Added "Use Start and End Times" checkbox - when checked the start and end times will be shown on the Employee Information tab of Work Order Entry.
Added "Interface to Tenant Accounting" checkbox
When checked "Bill Tenant" may be checked on the Work Order without the automatic interface to Tenant Accounting
Changed order of "Assigned to" field to default to Internal which is first in the list
Changed date information to correct database field
Added Sold from warehouse to materials history tab
Changed date information to correct database field
Fixed problem with font assignment not getting reset to Ariel
Fixed problem with overtime calculation if Start Time was after the Shift Ending Time
Fixed problem with employees with no shift information defaulting to overtime
Fixed problem with "Active Employee Error"
Fixed problem with cost calculation
Added new General Ledger Interface functionality
New internal use expense codes introduced
Changed process to determine inventory and expense general ledger accounts for inventory transactions generated through work orders.
***New***
Added the following:
Community Master
Unit Master
Changed to use a different index to allow for better finding on entries
Update to Billing Process
Changed labor process to skip employees marked as non-billable
Update for calculation of cost counters
TTX Reporting
Fixed problem with category description
Updated recalculation of Labor and Materials
Employee Based Labor Costs now available
If no specific employee rate default in settings will be used
Specific Rates are setup here:
Default rates are set here:
Added "Simple Work Order Update" to the menu. This new view will allow editing of the following fields without reopening the Work Order.
Job Description
Category
Date/Time Requested
Date/Time Completed
Assigned Date
Work Start Date
Requested by
Permission to Enter
Smoke Detector Checked
Housekeeping
GFI
Comments
Work Done Notes
Update to recalculate cost totals prior to printing completed report
Report Updates. Fixed problem with overwriting head information when more that 100 pages
Page breaks were not processing correctly
Changed blank work order print utility to new 002 format
Changed Employee selections to look only at the Available to Maintenance checkbox and not employee status
Fixed problem when trying to enter out of location area on the service code entry tab when bill tenant is checked.
******************************
Added specific summary information for PHAS reporting
Added Element information to header report information
Added Work Order Format 005
Added "Tenant Bill Mode"
Billing can be based on Work Items or (Actual labor, Materials and other costs)
Selections are: "Service Code Billing Mode" or "Labor/Materials Billing Mode"
Added functionality for new billing mode
Added ability to selectively bill for labor and materials if billing mode is set to "Labor\Materials Billing Mode"
Added start and end time to Employee Information tab
Added Work Notes tab
Added tenant charge rates to Employee Billing Matrix; Labor Setup Tab.
Added maintenance interface field in payroll so only maintenance employees will be available in work orders.
****************************************************
Updated all reports to better handle printer control
Changed "Summary Report" to "Work Order PHAS Reporting"
Changed method of calculating days outstanding/complete to be consistent across all reports
Changed reports to not include voided work orders, except for the "Voided Work Order Report"
Added Additional Validations for:
Dates
Valid Category Code
Valid Time Entry
Changed WCHA format
Added the ability to track Create User and Create Date
To aid in grouping the following classifications were added:
Prepare for Occupancy
Emergency
Other
Routine\Non Emergency
Target Days (days in which to complete goals)
Alarming At (limits for reporting)
*********************************************
Custom Forms/Letters will now pull up a list of documents to print.
Update to print full account number on Carbondale Work Order
Default category will be saved with work order even if user does not tab through category field.
************************
Fixed default Category not saving
***New***
***************************************
Work Order Print format 1
Changed job description to be typed in description not service code description
Added housekeeping checkbox
Changed billing comment to not default to service code description
********************************
Updated Labor TTX process
Updated Batch Header save process when closing workorders
********************************
Added multiple category selection option
Added total days to complete/outstanding to end of report
************************
Changed Category selection to initially be all selected
Updated some best index practices for faster response
***********************************
Updates to text box saving process
**************************************
Added Autocomplete back in to last name of tenant
Fixed problem with work items not saving the line number and description
***************
Removed autocomplete from Work Order Entry
*************************************
Changed label of program view to "Work Order History Report - by Tenant"
Changed label of program view to "Work Order History Report - by Location"
**************************************
Fixed problem where the unit section of the site number was automatically adding zero's in front of all entries. This should only add zero's if the unit section is numeric. This has been changed.
Changed default work order type to drop down list.
Format changed
Category Summary Added
Removed printing of Void Work Orders
Added Category Selection
Added Aging by Category to end of report
Removed Voided Work Orders
Enhanced TTX Reporting added (Embedded Crystal)
Unit History Report - by Location
Unit History Report - by Tenant
Added Work Order Status
Added print button which pulls up the following:
Site - pull up the Work Order Activity Report - By Location
Tenant - pulls up the Work Order Activity Report - By Tenant
Fixed problem with tab pages not resetting properly
Fixed problem with tab pages not appearing correctly
Changed Job Description to move to next entry area when "Enter" key is used.
Service Tab - fixed location combo box from pulling up bad information.
Added Employee Billing Matrix to Maintain/Billing Tables
Moved AMP Tables to Maintain/Billing Tables
Added Create Invoices from Work Orders to Utilities Menu
Changed Invoice create process to look at new Employee Matrix for the following information.
Home Amp
Employee Class
Billing Rates
Added "What's New" to the Help Menu.
Fixed problem with employee box popping up after "Save and Clear View"
Made a change so that work orders for inactive tenants could be retrieved.
Changed the Quick Link Menu - moved "Close Work Order" to the second position.
When closing a work order a pop up verification will come up. Close - it will default to Yes.
When Voiding a work order a pop up verification will come up - Void - it will default to No.
Added the work order status to the "View Work Order History" under inquiries.
Added Horizon Support to the Help Menu
Reports - Added Work Order Summary Report
Fixed a problem when pulling up fixed assets
Fixed a problem with saving work order information
Changed work order selection list to include the "year" portion of the work order number.