All projects: 8.5.8 SM (Major DVD Release)

1024: Need Ability To Turn Off Timeout

SMARTer Manager's "TimeOut" function would automatically log a user out of the software after a certain amount of time set by the Administrator.

This function can now be disabled by changing the setting to zero (0) in the System Preferences module, you must be logged in as the Admin user.

626: Paste all fields

The Timecards data entry form didn't have the right click function to allow the Paste All Fields as other modules in SMARTer Manager.

This functionality has been implemented in SMARTer Manager.

From the Timecards data entry screen, right click any area of the form and click "Paste All Fields". This function will paste all the data from the last record the user was viewing.

1029: Business Manager Launches Cross-Table Details

In previous versions of SMARTer Manager if the user created a data view that contained detailed records, i.e. Total Deposits, and drilled down to the information it would only return the summary data.

This functionality has been enhanced and new functionality exists. The user can now drill down into very detailed records, i.e. the individual checks, customers that make up the deposit or the summary data of only the deposit.

625: Sales Order Receipt Doesn't Total Correctly

When running the Sales Order Receipt report that produced two pages or more would case the last record to show on the following page.
This issue has been corrected and the new version of the report will be installed with SMARTer Manager 8.5.8

1082: Fixed the issue regarding wrong quantity solver.

The inventory Unit of Measure Base Stock Unit Wizard was denying the unit and stating that the equation results in a unit smaller than the Base Stock unit. This was false, the tested result showing are larger than the Base Stock Unit. The most common was moving from Inches to Feet, with Inches being the base.

The Base Stock Unit Wizard calculations have been updated and the issue has been resolved.

1044: BOM import does not launch on client install

The BOM (Bill of Material) import utility wouldn't launch from the Toolbox menu.

This issue has been corrected and the BOM import utility now launches correctly.

536: Production Order Job Costs Creating When Shipping From Inventory

In prior versions of SMARTer Manager when shipping a Master Assembly job to inventory or the customer only the Master Assembly cost were reflected in the Unit Cost.

Now the Shipment Transaction screen includes a roll-up check box like the one found on the Job Cost Analysis screen in the Production Orders module.

When shipping a Master Assembly to inventory or the customer you may select the [Include Sub-Assemblies and Components] check box, located under the Job Costing section, and the Unit Cost of the Master Assembly will reflect all incurred cost (Master, Sub-Assembly, Component(s)) up to the date of the shipment transaction.

If the check box is not selected only the cost incurred against the Master Assembly will be reflected in the Master Assembly Unit Cost

1122: SMARTer Manager’s New Look

SMARTer Manager has been updated to a new look that makes it more appealing for Windows8 and other metro styled environments.

The windows now have a universal resize option. The user clicks the lower right hand corner of the screen to put the form in resize mode. Most are marked by a ||| at the lower right hand corner.

Live help/chat has been incorporated throughout SMARTer Manager. To access this feature click the [cloud] button on the top right of the menu near the [-] and [x] buttons.

The lower menu bar displays the user access code and the version running, ADMIN|8.5.8.173

No you can toggle between every module you have open in SMARTer Manager. Using the ALT + Tab feature in Windows or just hovering over the SMARTer Manager taskbar icon will show all the modules you can quickly return to.

1123: Lock and Unlock Functions for Scheduling

Previously the user could only lock one job at a time.

Now the user can lock and unlock the current schedule for jobs with the Green, Yellow, and Red status. Locking a current schedule will not bump any jobs that have been added to the Master Schedule and will force the scheduling engine to insert and schedule around the existing Master Schedule regardless of priorities, target dates or delivery dates.

To lock or unlock the schedule go to Scheduling & Tracking > Schedule Status > Lock/Unlock Schedules

1125: Object Manager and Windows Media Player integration

SMARTer Manager has been updated with Windows Media Player integration through the Object Manager.

This will allow users to store and play training videos, company announcements and more. 

Windows Media Player provides an intuitive, easy-to-use interface to play digital media files.

1120: Extension Price Calculates Off of the Ordered QTY

New fields have been added to the Printer Form Designer for the Purchase Order area.

These fields accommodate the new functionality for Purchase Order return transactions in the Purchasing module.

TRX_EXT_PRICE = extension price for the selected PO transaction

TRX_TAX_VALUE = tax total for the selected PO transaction

TRX_TOTAL = extension price plus tax for the selected PO transaction

PUR_TRX-SUBTOTAL = sum total of all the PO transactions extension prices

PUR_TRX_TAX = sum total of all the PO transactions taxes

PUR_TRX-TOTAL = sum total of extension price plus tax for all the PO transactions

352: POST button needed in create estimates from BOM

Prior releases of SMARTer Manager had an [OK] button for creating estimates from bill of materials. This did not allow the user enough time to record the estimate number before closing the window. The user had to open the Usage window to view the new estimate number.

This version of SMARTer Manager implemented 2 new features.

1. A [Post] button is now used allowing the window to stay open for viewing the estimate number.
2. A message is displayed to the user showing the estimate number, "Estimate Posted. Your estimate number is: 1000".

698: Add Description Field to Inventory Adjustment Window

If the user did a manual adjustment to inventory in the Lot Quantities tab, the data entity screen did not allow for custom descriptions. 

Now when the user does and manual adjustment to inventory in the Lot Quantities tab, they now have a custom description on the data entity screen.

1053: Add ability to manually enter Vendor Start Date

Previously the user could not set a start date for a Vendor. 

The start date is used to calculate the "Vendor For" information in the top section of the Vendors module.

The user can now set the start date from the "Financials" tab in the Vendors module.   

1054: Add ability to manually enter Customer Start Date

Previously the user could not set a start date for a Customer. 

The start date is used to calculate the "Customer For" information in the top section of the Customers module.

The user can now set the start date from the "Financials" tab in the Customers module.   

1117: Vendor Code on PO Form

Previously the Vendor Code could not be displayed on the Purchase Orders forms.

The Vendor Code is now available in the Printer Form Designer for all Purchasing forms.

1095: Running BOM Import Re-stamps the Database Version

Earlier versions of SMARTer Manager would update the database to the version of the Bill of Material Import Utility.

This has been resolved and the database version is no longer updated by the utility.

1131: BOM Import New Look

The BOM Import Utility has be updated with a new look.

1129: DCS New Look

The DCS Software has been updated with a new look.

1059: Stored Credit Card Info is not Viewable

This won't be changed. Under the current credit card laws the complete credit card number cannot be stored, it must be encrypted and only show the last 4 digits.

1049: I/O error In SMARTer Report Writer

Previously 2 I/O errors approved when previewing a SRW report. This was corrected.  The I/O errors will not appear when previewing a SRW report.

1061: Resource Utilization Calendar Days of week are not correct.

In prior version of SMARTer Manager the Resource Utilization calendar didn't start the calendaring on the exact day of the week the month started. Instead it followed a simple 1-31 day calendar.

The Resource Utilization report now follows the exact day of the month that the month begins. If the month begins on Wednesday the calendar printed view will start the month on Wednesday instead of starting at number 1.

1088: Purchase Orders items Data Entry Refresh Issue

When the user clicked the [Next] button to cycle through records in the Purchase Order Items Data Entry window, the Item number did not refresh along with the other data in the form.

Now when the user clicks the navigation buttons on the Purchase Order Items Data Entry window the Item Number refreshes along with the other data in the form.

732: Split Shipments in Production Orders Clears In-Process Quantity

Previously shipping the fist of a split shipment would clear the "In-Process" quantity that is displayed in the inventory module.

This has been corrected so the "In-Process" is updated to the correct amount after a split shipment is made.

660: Create Master Assembly Shipped to Inventory Contains Wrong Cost

Previously shipping a master assembly to inventory would update and add to the job costs based on the quantity shipped.

This has been corrected so job cost are not created or added to a job when shipping a part to inventory. 

996: Scheduling doesn't pay attention to shifts assigned to Resource

In prior versions of SMARTer Manager there was an issue with the shifts of resources that belonged to multiple categories.

This issue has been resolved and now the multiple resources, multiple categories and shifts work as expected.

Assigning multiple resources to a work center where the resource has multiple shifts and belongs to multiple categories now eliminates the incorrect shift(s).

1094: Job Schedule - Summary By Number report has field in wrong group

The Previous version of this report had the Color Code status in the wrong group.

This has been corrected so the Color Code status lines up with the Operation detail information.

1126: Auto Pilot Bumping Jobs

Improvements to Automatic Substitution and Shift assignments have been made to decrease the amount of bumped jobs produced with running the AutoPilot. See the enclosed supplemental documentation for Autopilot

1096: Division by Zero Error in Process Plans

Previously when the user tries to change the time scale on the Schedule Progress tab in Process Plans a "Division by Zero" error would appear. 

This has now been corrected so the user can change the time scale without generating an error.

1110: AP Window Issue

Changes have been made to some windows to fix some display issues under Terminal Services.

1111: Spelling Error-Shop Traveler Reports

Minor spelling errors have been corrected on the default traveler reports.

1114: Add Customize Grid Option to Production Order Requirements

Previously there was no "Customized Grid" option on Reorder Levels Tab in the Production order requirements window.

A "Customized Grid" option has been added to the right click menu on the Reorder Levels Tab's grid.

1099: Resource Utilization Calendar - Layout

In prior version of SMARTer Manager the Resource Utilization calendar didn't start the calendaring on the exact day of the week the month started. Instead it followed a simple 1-31 day calendar.

The Resource Utilization report now follows the exact day of the month that the month begins. If the month begins on Wednesday the calendar printed view will start the month on Wednesday instead of starting at number 1.

1109: Opening System Preferences Window Locks the timeout.ini file

Previously upon open the System Preferences window would lock the timeout.ini file, thus causing the "Can not open file timeout.ini" error message when opening System Preferences subsequent times.

The file is no longer locked when opening System Preferences and the error will not appear.

1135: Resource Utilization Calendar Control not working

The Resource Utilization Calendar did not always start on the correct day of the week. The report would in some instances number a 1,2,3,4, etc. instead of starting the report on the correct day of the week, 1st Wednesday, etc.

This issue has been resolved.

1130: Palm Client New Look

The Palm Client software has be updated with a new look.

1092: GL Report Templates [Print] Button not Functioning

Previously the [Print] button on the GL Report Templates window did not function.

The [Print] button on the GL Report Templates window now opens the Financial Statements Report options.

1089: BOM Usage List Form Issues

When viewing the USAGE of a BOM item in the Bill of Material module the field background was too dark and hard to view.

This has been resolved and the field has been lightened.

1033: Cost Analysis Wrong When Shipping Extra Parts To Inventory

Previously shipping a master assembly to inventory would update and add to the job costs based on the quantity shipped.

This has been corrected so job cost are not created or added to a job when shipping a part to inventory. 

1060: PO items Data Entry-Other drop down

The look up field for a part type of Other wouldn't select the first matching item in the list and populate the Item Number field when the user tabbed or clicked to the next field.

This issue has been resolved. The Item Number/Description fields will now keep the users input, whether typed or selected from the look up field.

1027: Master Schedule Doubles Last Work Center

Previously the Master Schedule Gantt Chart would double the last work center in the list.

The last work center is now only displayed once on the Master Schedule Gantt Chart.

744: Closing Manager with a Report Running Leaves Manager Running

Versions prior to this release exhibited unwanted behavior when closing SMARTer Manager while previewing a report.  The Reports Module would leave the "SMARTer.exe" process running.

This issue has been resolved and all connections are closed properly.

750: Backup / Restore Sections Missing from Help

Topics for the Backup and Restore tools have been added to the Help File.

839: Payment Selection Undo Button Perpetually Unusable

The Payment Selection window had an [x] button that is no longer needed and has been removed.

846: Statement of Account Page Numbering Incorrect

The Statement of Account report didn't always print the correct page number when the report consisted of more than 1 page. This issue has been resolved.

989: Inventory Valuation Detail by Category Provides Incorrect Total

The Inventory Valuation Detail by Category report will report incorrect totals in some instances. This issue has been resolved.

1084: Receive to Existing Lots Window issues.

The "Receive to Existing" lots window didn't have a [Post] button available to the user.

A [Post] button has been added with the option of resizing the window.

1090: Timeout Feature Shuts SMARTer Manager Down During a Scheduled Auto Pilot

Previously the timeout feature would still close manager if an AutoPilot is scheduled. 

The timeout feature is now disabled if an AutoPilot is scheduled.

685: Certification Quantity Entry Cut Short

Previously the certification quantity field on the Certification Data Entry window in Production orders was cutting off after 2 digits.

This had been corrected so the certification quantity field allows for 10 digits to be entered

1023: Customize Grid to AP Purchase Order Items Tab.

The Item Number and Description used in the Purchase Orders module is displayed on the AP>Purchase Order Items tab.Using the AutoPilot Job Bump Selection

 

AutoPilot Bump Selection

In the release of version 8.5.8 of SMARTer Manager a new feature has been added to allow the user to view jobs which have conflicting resources and choose which of the jobs they would like to bump. 

When AutoPilot is run and conflicts occur the Auto-Pilot window expands, and a selection grid appears at the bottom on the window.

In this grid you can select the jobs you would like to bump to keep the rest of your jobs on track.  The new functionality doesn’t override previous funtionality and prioritization remains with regard to customer priority, job priority and status prioroty.

The Resource Conflict column shows the resource and operation number causing the conflict. By default SMARTer Manager selects the jobs listed under the “Job with conflict” heading, that result in the least amount of jobs being bumped.

The selected record or group is the job that will be scheduled. The jobs are shown in “Conflict Groups.” 

Conflict Groups (::) - If you deselect a job it will select all the Jobs that are in conflict and bump them. Selecting the top level job (1.) will automatically select all jobs in the group.

Clicking the [Print Bump List] button generates an HTML document and will open automatically with Internet Explorer for printing and viewing.

Once you have selected the jobs you would like to bump on the grid click the [Continue] button and your schedule will be created.

If a user exits/cancels the Auto Pilot before completion the schedule in progress will be retained and available the next time the Auto Pilot is launched and the report can be generated again.

To complete the Auto Pilot once the Bumped Jobs report is created and the desired selections are made click the [Continue] button.

 

Lock and Unlock Functions

Using the Scheduling Lock and Unlock Function. 

In the 8.5.8 version of SMARTer Manager the ability to lock and unlock the entire schedule has been added.   To lock or unlock the current schedule go to Scheduling & Tracking>Schedule Status, and select Lock Current Schedules or Unlock Frozen Scheudules option. 

Lock Current Schedules option will lock all the jobs with a Green, Yellow, or Red status. 

The Unlock Frozen Schedules will unlock all the jobs that where previously locked into the schedule when using the Lock Current Scheudules option. 

Individual jobs and operations that were locked using the Process Plan are not affected by the Lock Current Schedules and Unlock Frozen Schedules option.