All Modules Enhancements

 

ALL MODULE ENHANCEMENTS FROM 11/01/01:

 

Reports:

Company-wide, a user-defined ‘header message’ can appear under the company name on all standard reports.  To set this feature up, go to:

 

• Software Maintenance (Module 10)
  • System Management Functions (Task 32)
    • Modify Parameter Files (Sub-task 22)
      • S/M General (Option 1)

Look for the parameter:   INI'REPORT'HDR'MSG'TXT=

 

The optional message is 65 characters maximum.  The ‘header message’ affects all standard reports in all modules for this company.  It does not affect invoices, statements, checks, and all other printed forms.

 

 

Also look for the parameter:  INI'REPORT'HDR'MSG'RULES=

This determines which pages of the report the ‘header message’ will appear.

1=1st page only

E=Every page

N=Don't print

 

 

In the same area there is a parameter called:  INI'REPORT'REQUESTED'BY=               ;

This is used to show the name of the person who printed the report.  For example, it is useful to know the name of the person who requested a report when multiple reports are printed during the night.  The ‘requester’s name’ can be entered in Field #9 on the Printer Selection Screen.  It affects all standard reports, and does not affect invoices, statements, checks and all other printed forms. 

If a name is entered on Field #9, the parameter determines which pages of the report the ‘requester’s name’ will appear.

1=1st page only

E=Every page

N=Don't ask, don't print

 

 

 

Printers:

There are 2 parameters, one that designates a daytime printer and the other designates a default nighttime printer.  Go to:

• Software Maintenance (Module 10)
  • System Management Functions (Task 32)
    • Modify Parameter Files (Sub-task 22)
      • S/M General (Option 1)

Look for the parameters: INI’NIGHT’PRINTER & INI’DAY’DEFAULT’PRINTER

 

Also a default printer can be designated for all programs that involve the “printer selection screen”.  On the “printer selection screen” go to field #1 (Printer).  Use TAB to pick a printer and use the F2 key to set the selected printer as the default printer for that report.

 

 

“Locking”:

Locking normally happens when people abnormally exit the system, which then leaves, locked files.  There is a program to clear the locked files.  Go to:

• Software Maintenance (Module 10)
  • Clear Orphan File Locks (Task 1)

Note:  this routine is automatically a part of the normal nightly backup process, but can be run manually if needed.

 

 

Passwords:

Passwords can now be added to reports and other sub-tasks.  Go the Task 32 (System Management Functions) in the module that a password will be added; Sub-task 25 (Task Password Maintenance).  Select the appropriate sub-task for the password.

 

 

“Where was I?”

Frequently a user isn’t sure which sub-task or option was last selected.  For example – a user looks at a report, leaves the sub-task, then wants to look at the report again or another report, but the user can’t remember which report/selection they just used.  There is a parameter that enables a function that either highlights or shows in “reverse video” the selection just used (depends on if the user has a PC or a ‘dumb’ terminal).  Go to:

• Software Maintenance (Module 10)
  • System Management Functions (Task 32)
    • Modify Parameter Files (Sub-task 22)
      • S/M General (Option 1)

Look for parameter: INI’MENU’REMEMBER=.  Answer Y to enable the function.

 

 

Data Export:

The data function now repeats key fields for easier importing and provides totals in the “Suppress Detail” mode.

 

ALL MODULE CHANGES THROUGH 12-31-03:

 

Fax & E-mail:

In addition to the standard printing options available (NO –don’t print to paper, print to disk; YES – print to the printer; VUE – don’t print to paper, but view the report to the screen; PRE – don’t print to paper, but preview the report (with headings) to the screen; and EXP – export the report to another medium) users can now e-mail and/or fax directly out of Profit Plus.  Possible uses:  fax/e-mail Purchase Orders to vendors, Statements to customers, Invoices or copies of Invoices to customers, Financial Statements to CPA, etc.

 

For further information regarding this feature, contact us. 

 

 

‘Clear’ Locked Terminals:

Previously you had to have everyone back out to the Main Module listing, then as ‘root’ login and run a ‘clear lock’ program.  This process has been updated a couple of times. 

1. You could go to the Software Maintenance Module and run Task #1 – Clear Orphan File Locks.
2. You could go to the Software Maintenance Module and run Task #29 – Program Stack Inquiry.  This program clears ‘orphan locks’ the same as Task #1, but in much less time.  The program displays a list of all currently running programs and will show “cleared” next to those programs that were abandoned and held ‘orphan locks’.  Note:  the program will not clear locks that belong to legitimate running programs.

 

 

2-Sided Printing:

Through Profits Plus you can print reports in Duplex (2-sided) mode.  This requires a printer capable of printing in this mode.  Contact us for further information and set-up.

 

 

 

All MODULE CHANGES THROUGH 12-31-06

 

Barcodes:

The optional barcode package now includes software fonts to enable the barcodes to be printed on most laser printers without the need to purchase a physical/hardware font cartridge or chip for every printer.  This change makes it more practical and cost-effective to print document numbers on Invoices or Purchase Order documents.

 

Export Data:

The ‘export data’ functionality will automatically re-format all standard multi-line report exports into a ‘single line’ format for easier importing into other software packages, such as spreadsheets.  The ‘on-screen’ preview of the export file will also reflect this change in both the data and report headings.

 

Move Data Files:

The new version of “Move data files” utility supports menu driven conversion between traditional ‘data’ files and SQL database files.  Select files can individually be moved back and forth between the two formats as desired.  Note:  this is used only with the optional UDA-II package (Universal Data Access)

 

 

ALL MODULE CHANGES THROUGH 12/31/08:

 

Export Reports:

Most basic reports from Profits Plus can be exported to a .csv (comma-separated-values) file via Excel.  The .csv files make exporting data easier because

1.      the column headers are also exported, along with the actual data

2.      Excel automatically imports the data into separate columns.

To use, on the Printer Selection screen, change field 5 (SPOOL RPT) to:  CSV (it will be one of the selections shown at the bottom of the screen) and continue on and make the normal selection for the report.

 

Note:  if you have Excel on the Windows server where Profits Plus resides, it will automatically ‘launch’ the Excel program with the data in one step.   If you have the Profits Plus sever e-mail option, you can also choose to have the .CSV file e-mailed as an attachment which can be opened on the local PC regardless of whether the main server (with Profits Plus) is Windows or SCO Unix based.

 

See the document titled:  EXPORTING DATE FROM PROFITS PLUS on the website in the “Basic Information” section for complete instructions.

 

 

Barcode:

 

The optional barcode package now includes software fonts so the barcodes can be printed on most laser printers without the need to purchase physical/hardware font cartridge or chip for every barcode printer.  This makes it much more cost effective and practical to print document numbers on Invoices or Purchase Orders.

 

ALL-MODULE CHANGES THROUGH 09/30/10:

 

 

Subdivisions

 

Support for subdivisions has been added throughout modules where applicable.  Phase II of this major release includes entry and use of subdivisions throughout the sale, purchase, & related accounting functions to track transactions to a subdivision level for specified divisions.

 

This enables transaction and financial reporting down to a subdivision level even where there is no need for inventory quantity tracking beyond the division.

 

Please see the document titled:  Sub-Divisions in the General Ledger section of our website for a complete explanation.

 

 

ALL-MODULE CHANGES THROUGH 09/30/12:

 

Exporting Subtotals 

The standard CSV export function has been enhanced to allow export of subtotals or the grand totals only when suppressing detail.  Where there are multiple subtotals the level to export is user selectable.

This means you can now export subtotals instead of the more detailed transaction detail in reports that have both, just like when printing.

 

E-Forms:

 

We have added the capability to Profits Plus to print invoices and statements from your laser printer.  This eliminates the cost of buying pre-printed forms.  Your company logo will print, along with other information, using plain paper with this option.  

 

Please download: eforms_brochure_2015_v3.pdf   for more information or contact us.