RPMS Version 7 Progress History Report 

7.9.15 (2/22/10)

• Improved snapshot printing - PDF or directly to printer, the snapshots now print as more readable reports
• NEW Added product and Point of Sale capability to the IMap system..
  
• Fixed a bug that caused line notes not to print on invoices or packing slips; fixed an issue caused by editing the principal on short-form invoice transaction adjustment that left the previous principal nominally associated with the order; Fixed a bug on the Backlog by Order Date reports, sorts 5 and 6 only, that left notes off the report even if requested.
  

• NEW Added the Imap management system to the E-Data feature, allowing for the creation and management of user-definded summary invoice maps..
  
• Fixed an inaccurate order total $ amount (display problem only) apparent after editing a partial shipment order while filtering for open line items only, then subsequently editing another order within that same customer or principal; Re-worked the sales rep commission statements to exclude freight and tax as portions of the 'invoice paid' amounts.
  

7.9.10 (09/29/09)

• NEW Added the New and Missing Customers Report to the RPMS Reports Engine. Quickly determine customers that have stopped buying, or find brand new customers, or customers that have started buying again after a lengthy absence.
  
• NEW Added data entry lookup for customers by a user-definable code, speeding data entry
  
• NEW Added the packing slip as a new form type for alias forms
  
• NEW Added a notes option to the Commission Aging Report
• Created an additional new reorganization method for Pervasive Client Server installations
  
• Restore function will now restore archive files to otherwise empty data sets, if present; Changing a quote to an order correctly changes the default header status to O (order); Invoice number change function dialog box automatically now converts typed letters to upper case as required; Corrected a problem with form minimization of the commission reconciliation form when RPMS was closed and then re-opened; Fixed the cursor position start point in the invoice field of the split tab (8) in maintain and ship transactions; fixed some idiosyncrasies in lookups involving precedent D status entitites (i.e. unable to select certain vendors or territories); fixed an rpytdsa posting problem for splits of commissions only or sales only between multiple sales reps, and included an automatic recovery patch within the RPMS program; fixed a problem with the commission statements in the sales rep profile report setup

• NEW Added batch Sales Rep Re-assign to the Administration system. Now you can change large groups of customers from one sales rep to another by sales rep, territory, city, state, and/or zip code range, in one operation.
• NEW Added sort and search by Order Number to Commission Reconciliation.
• NEW Added the ability to easily change an invoice number in Commission Reconciliation.
• Improved 135 report sequences now carry better re-stated heading information to following pages, whenever a sub-heading is broken by page.
• Improved the Commission Aging Reports by adding the ability to print invoice notes.
  
• NEW Added an Inventory Count Sheets report for Inventory users to take physical inventory.
• Improved: Added the entity name to the snapshot detail form for secondary and tertiary lines in the multiple-values snapshots.
• Improved: Last used snapshot screen settings – font change, column sizes, left, top, & width – are now saved.
• Fixed the memorize button on forecasting reports. Fixed a “Category not on file” problem with the reorder quantity report when one class code is select. Added an edit check for invalid batch range problems on Orders by Order Date reports. Fixed a problem with inventory batch reports not showing shipments in some cases. Fixed a security issue for passwords limited to one sales rep on the Matrix reports. Fixed a freight and tax problem on agency and sales rep commission statements for Accounts Receivable principals. Fixed a fiscal year labeling problem on some summary reports. Changed the installation program to avoid a spurious MSXML.dll registration notification on some Vista machines.

• called EMA Development Theater.
  
• Forms that size and stick - Most forms in the main engine now stay where you put them, and the size that you left them last.
  
• An all-new serial number tracking ability for Inventory systems – keep track of individual product serial numbers on hand, or allocated, or shipped
  
• A ‘percent of difference’ field for the accumulated lines in the combination snapshots.
• Display of On Hand and On Order in principal’s product list for stocked Inventory items.
• The EMA Development Theater at www.rpms.com – under the “Our Software” tab, see video demonstrations of many of the latest features and enhancements.
• Added a New Class Code List Report
• Added Opportunity Type to the Opportunity Report
• Miscellaneous Fixes: Fixed error on maximization of snapshots; Corrected invoice printing of principal’s account number instead of principal’s PO number; Fixed a totaling problem on the forecast detail maintenance form; Fixed a problem with the contacts tab under customer list, that allowed premature selection of non-existent data; Added on-hand and on-order values to the product list for stocked products; Fixed forecast history report sorts 3 & 4 not displaying correctly if run for partial year; Corrected confidence percentage in Opportunity Report.

• New RPMS is Made for QuickBooks®.  Automatically post commission checks to QuickBooks deposits, and Inventory receipts to QuickBooks bills as payables.
  
• New Matrix (Cross Tab) history reports – like Excel pivot tables, but without all the work. Simply declare the entities you want across the top and down the side and the values to put at the intersection.
• New agency-definable phone number masks – you key the phone number, RPMS formats it the way you want.
• Improved the modeling process for Purchase Orders – contacts can go across as they are, or be reloaded from defaults.
• Improved the broadcast E-Mail sending ability in Direct Marketing, to work with more SMTP servers.
• Created a brand new Install program for RPMS – simpler, stronger, and 100% compatible with Windows Vista.
• Added Comodo® digital certificates to RPMS executable programs, for surety and compliance.
• Contact list now displays the last call and next call fields in the list.
  
• Miscellaneous Fixes: Accounts Receivable: changed commission type to default to "$"; Fixed inaccurrate cost figuring for quantities over 1000. Direct Marketing: Fixed broadcast E-Mail problem when attaching multiple files. Inventory: Fixed non-figuring of new extensions or unit prices after changes to unit prices, extensions or quanitites. Lists: Now prevent users from deleting communication codes "Web" & "E-Mail" since they are used by RPMS. Pro System: Fixed problem with "Sold To" company name not migrating to invoice header "Sold To" company name on some shipped orders. Reports: Fixed inactive principals showing up for One Principal filters used in POS reports. Commission Reconciliation: Fixed a periodic 04 error on sales rep when deleting second sales rep from the payment split tab. Miscellaneous: Fixed a potential Restore/Backup sync problem when Archive files are not backed up, but an attempt is made to restore them. Reptivity: Fixed various Opportunity and Activity code lookup windows.

• New in-column sorting of snapshots.
  
• New Line Notes for line items, t

• o augment order notes and product notes
  
• System start up option enhnacments, including non-full screen, white or gray background, and customizable background logo
• Improved printing of order forms
• Miscellaneous Fixes: POS Summary & History reports did not display principal name when run for One principal; Fixed a runtime error for a single customer range forecast report; Adding line items to previously shipped buy/sell invoices did not increment tax and freight correctly; Handle deleted sales reps better now on register report; added Salutation field to Direct Marketing mail merge; Improved Summary Only Order by Order Date report; Clarified aging report for multiple partial payments; Corrected a total value display problem with deleting added line items to an already existing order, when navigating through Maintain & Ship;
  

• A new print destination for printed orders, quotes, samples and invoices - Send E-Mail PDF.
  
• New list Report - System Codes List
  
• New Reptivity Report - Activity Summary
• In-column sorting of Saved Report previews
  
• Miscellaneous Fixes: Fixed a communications code-adding 401 error, when working with highest numbered customers or principals; No longer prevent A/R users from over-riding profits on shipments (Inventory feature only); Fixed closed order report not finding the first closed order in the date range; Fixed an EMA coverage data limitation; Fixed a messagebox problem (.30 only) when adding line items to an existing order; Fixed a purchase order modeling problem (.30 & .31 only)

• A significantly enhanced report preview system, that features new toolbar controls, optionally previewing thumbnails of report pages in the sidebar, and page-range printing.
  
• Improved the PO and Invoice printing of forms by moving totals to the bottom; and increasing the available size for rep-firm logos (system will

• auto-center smaller logos in the logo area - no stretching or scaling.)
• Added Broadcast E-Mail ability to the Direct Marketing feature – use all the power of the Direct Marketing feature to do targeted text or HTML E-mail.
  
• Added a Custom Report System
• Finished the fully integrated Inventory feature, for stocking reps (buy/sell and consignment)
• Finished the Reptivity feature for all EMA subscribing users - no acquisition fee required to use!  Track and report all your opportunities and activities inside RPMS.
• Added warnings for new transactions being entered for Inactive customers or Inactive products
• Delete and Transfer of Customers in the Administration System now will automatically re-number duplicate orders, if desired
• Miscellaneous Fixes: Save special price fixed for long-form price pop-up window; Fixed long form add header locks to land in correct field after starting a new transaction; Fixed a runtime error for some databases that occurred when clicking the all contact lists twice in a row; Fixed Late Order Report  for orders with for multiple schedule dates to display Late if any of the items are late, and to display only those line items; Snapshot form now gives warning message if setup fields are not filled in; Fixed the Excel export of snapshots with sub-accounts that were inaccurately adding subtotals when formulas were also exported

• NEW Product Global Update Button - change standard or special pricing across all or a range of part numbers for a principal, by percentages or fixed amounts, based on the existing price level to be changed or any other price
  
• NEW Spell Checker for notes, including user setting to check while typing
• NEW split calculator, SplitCal.exe, to help users figure out default split percentages
• ADDED IP Address + MAC Address for user distinction, to facilitate running multiple users on Terminal Server
  
• ADDED a standard menu bar to revert to if menu bars are corrupted or users change computers
• ADDED database handling and support for Pervasive.SQL V8.5 & V9
  
• Improved the Printer Setup Dialog - now sets only for the RPMS session, instead of Windows default
• Improved the customer delete-transfer "duplicate invoice" message to display the principal's name
• Miscellaneous Fixes: Audit search erroneously picking up orders that were shipped, re-opened, canceled then deleted; Stopped the File Audit Fix from adding bad master keys as a result of corrupted data; Fixed the export to Excel date formats on product impact snapshot, snapshot detail and merchandising exports; Fixed slider tab in long form to correctly obscure locked fields; Fixed Cash Flow Forecast report to always use lag days if present; Fixed an error that occurred when printing a single-line order after having exported the order to Excel;   Forecasting Fixed headings of some Forecast Summary reports that displayed "Forecast" for actual values; 

7.2.12    Not generally released – alpha and beta testing from May though September 2005

7.1.16 (03/10/05)

• NEW Added principal's account numbers for customers, if listed, to both the regular and large font versions of the printed order form
• NEW Improved Expedite reports to print either customer or principal PO numbers
  
• NEW Introduced 'Tab delimited' text file handling for the E-Data Wizard uploaders
  
• Improved E-Data Wizard uploaders to handle product case-pack settings when products are added on order and invoice upload
• Increased the ability to upload all varieties of data that can be added to orders and invoices for the E-Data Wizard
  
• Miscellaneous Fixes: Fixed installation program that caused a 91 error on the line item detail form; Fixed invalid split rates being added to new salesreps when data set was empty;  Fixed large notes printing problem on printed order form; Fixed an '05' error that occurred for the second product set up for a cross-referenced principal