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Compatibility
with CounterPoint version 7.5
CounterPoint only - FOCUS
version 7.1 is completely integrated with CounterPoint version 7.5 and
supports the new mouse functionality for on-screen buttons, pop-up windows
and drop-down lists.
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PM due report
Allow for auto attach
notes to be automatically applied to service calls that are created via the
PM due report.
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Customer
equipment maintenance
The F6 pop-up window introduced in 7.0 was pulling the equipment list from
the "Main" service address, regardless of the actual service address. Also,
the F6 pop-up window would not properly clear when the ESC key was pressed.
These issues have been corrected.
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Response time
report
New features have been added to track technician response time. The new
response time report works in conjunction with a new FOCUS setup code, work
calendars. The work calendars allow the definition of standard hours and
days of operation and the definition of exception days (holidays). Multiple
work calendars may be defined. These calendars are then used to produce a
report that displays the responsiveness of service technicians.
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Service call
profit analysis report
Adjusted the line spacing and
the position of some fields on the report to address layout issues.
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Service call
schedule board
The F1 search window has been
modified, now allowing the full dispatch note to display at the bottom when
scrolling through service calls. Also, after "seeding" the search for calls
by call number or zip code, pressing enter would not properly select the
highlighted call. This has been corrected.
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Customer
equipment list report
The placement of the equipment
description and the serial number fields has been changed to improve the
readability of the report. A new column has also been added to the brief
report format indicating the coverage status (contract, warranty, both or
none) for each piece of included equipment.
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Contract
invoice printing
When printing
contract invoices, the "sorted by" option now defaults to service contracts.
Previously this field did not contain a default.
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Invoice code
setup report
The field placement
on this report was revised to improve readability and correspond more
closely with the layout of the setup screen.
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Multi site
flags
CounterPoint only - FOCUS now sets the flags for multi site
processing at service call/contract posting time. This allows FOCUS data
that is passed to CounterPoint for changes to inventory, sales history and
AR to be interfaced during the overnight processing.
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Contract
Accruals - Correct
calculation of the previous month for all dates in 2001. Accruals for dates
in 2001 had the potential for accruing more than the proper amount.
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Selection of
calls for invoicing
- Great Plains version 9 FOCUS Lite only - Allow proper selection of calls
for billing by removing the reference to POS transfers.
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Password
maintenance
Great Plains version 9 only - This was inadvertently left out of
production with the FOCUS 7.0 version. The correct version of this program
is installed with the full FOCUS 7.1 release.
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Profit/Cost
center for inventory
Great Plains Classic only - The profit/cost center for inventory cost
will be taken from the profit/cost center designated in the invoice code in
FOCUS. Previously this had come from the item's inventory record cost of
goods account.
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Tax
Calculation
CounterPoint only - Allow for proper tax calculation of 'cutoff' amount
when using a tax percent 2 of 0% in the AR setup tax code. For example: Tax
percent 1 of 5% on amount over $0 and tax percent 2 of 0% on amount over
100.00 will now calc 5% on amount from $0-$100.00. Previously would calc 5%
on entire amount and not recognize the cutoff level of $100.00.
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File
utilities for service call history
Great Plains Classic only - The export and restore file utilities
were using an incorrect file format for the service call history file. This
has been corrected.
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Customer
Equipment search
When selecting a customer by name, the system would automatically capitalize
all the characters entered in the customer name field. In situations where
the customer name was on file in a mixed case format, the system would not
find a match. This has been corrected.
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Contract
Entry
Great Plains Classic only
- When adding a new contract, the customer number was not being saved
properly, resulting in a 'Not on file' message when later retrieving the
contract. This has been corrected.
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Deferred
contract invoicing
Great Plains Classic only - The posting document date passed to AR was
formatted incorrectly if a posting date override was selected. This has been
corrected.
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Auto attach
notes
When processing FOCUS auto-attach notes, certain conditions could cause a
file error 46. Additionally, auto-attach address notes from the wrong
service address could potentially be attached to a service call. These
issues have been corrected in the 7.1 release.
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Spelling
correction in Scheduling/Dispatching
Correct typo in the word
'highlight' on the service call schedule board and the call status change
screen. |
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Service call
posting
In certain cases,
service call posting could generate a user count error message during
processing. Pressing the enter key would allow posting to proceed without
problem. The error message no longer appears. |
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Service
invoice history report
This report now prints both lines of work description for labor record on
the report. Previously only the first line printed.
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Technician
schedule report
The technician Return date now
prints on the report. Previously the Return time would print but the Return
date field would be blank. |
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Contract
listing report
A new option has been added to filter by renewal type. Contracts can be
included or skipped based on their renewal type: Automatic, Manual or None.
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Contract
Expiration report
A new option has been added to filter by renewal type. Contracts can be
included or skipped based on their renewal type: Automatic, Manual or None.
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Meters for
time blocks
A new field, pending usage, has been added to capture unposted time block
meter usage. This allows for the posted usage, as well as unposted usage, to
be used for calculation and display of current levels. This provides a more
accurate picture of time block usage. This capability has been added to
service call equipment maintenance, customer equipment maintenance, the
service calls report and the billing edit list. |
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Contract view
Allow ability the view equipment detail from the contract view screen.
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Invoice
formats
Addition of an F9 lookup on
the format number field during the Copy function. |
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Customer
template
Great Plains
Classic only - Customer default template fields # 22 terms code and #24 tax
code are now required fields. Designating these fields as 'skip' caused
problems during on the fly customer entry. |
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Customer
equipment view
Displays and
calculates the proper PM due date. Previously the PM due date on the view
could be blank. |
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Contract
invoice printing
The Totals section
of contract invoices will now calculate the correct charge for equipment
that has a quantity greater than one. Previously the Line items area would
display the proper extended total but the Totals section would only account
for 1 unit. |
