RPMS Version 7 Progress History Report 

Basic System General Availability CD’s were shipped 12/14/01 - Version 7.0.69

7.0.79         First 2002 Update Release.  NEW Added principal navigation for transaction maintenance.  NEW Added EMA code requirement for new products.  Added change order, quote, sample printing from transaction add and maintenance forms.  Cleaned up password administration (potential 04 status.) Cleaned up display of modal forms for reduced size RPMS windows.  Added ‘Enable Report Debugging’ to user settings.  Added Reorganize files to Administration system.  Added customer delete/transfer to Administration system.  Fixed territory delete.  Prevent delete status customers from being added to transactions.   Fixed intermittent 6 status on schedule and request date fields in line item maintenance. 

7.0.80         Added Product Tracking History and Summary reports. Added Product add-on-the-fly to long form data entry.  Batch verify subtotal accumulation fix. Sales rep commission statement standard split rate problem (in 7.0.79 only.) Sales summary by customer sorts 6 & 7 for multiple values would not run – now fixed. Product description sorting fixed in product list. Quantities and unit prices 0 caused a type mismatch on add to existing order. Fixed Unit Price pop up window for long form entry not popping up.  Fixed lookups for look beyond last record not returning previous data.

7.0.81    Improved safety of restore process.  Fixed History reports for month re-arrangement. Eliminated Add Product on-the-fly prompt for blank products.  Several edit fixes for ‘numeric overflow’ run-time errors.  Added Product Impact Snapshot.  Added class code review and maintenance at customer level for Direct Marketing feature. Fixed run time error for lookup of products for principal with no products. Backup to floppy now wipes previous files from floppy.   Fixed commission reconciliation problem with partial payments under 10 cents.  Principal alpha snapshots with sub accounts fixed.  Split allocations under 1% fixed in Long form split entry. Changing the short name of customers that are identified as child accounts has been fixed (previously recaptured parent name.)

7.0.82     NEW Added Contact lookup for long form add transactions;  Print & Export added for Product Impact Snapshot; Undelete utility added to Admin system; Fixed inaccurate Sold To & Ship To names in Commission Reconciliation list (from 7.0.79 – 81);  List prints have been fixed to prevent line wrapping, align right-justified columns, & present a more accurate representation of column re-arrangement;  Batch verify report fixed to include invoices created from partial shipments;  Snapshot prints now titled to show the type of values being printed;  POS of transaction now displayed on detail tab of Commission Reconciliation & Maintain / Ship Transactions;  Periodic absence of line items not visible in Commission Reconciliation Adjustment fixed;  Order reports (Expedite, order date, late order) broken in 7.0.80 now working;  Timing of unload operations changed for non-email systems.

7.0.83     Long form entry now accounts for product commission rates & product-customer commission rates; Short form fixed to shift rates for changing product or product/customer commission relationships during the same entry (previously left old rates in pull-down); Correction to POS add (sometimes caused duplicates error – requires reorganization of file RPDIST); Fixed UnDelete option for entities other than customers (previously did not bring deleted entities to list); Changed Reports Engine cancellation routine to eliminate some Windows 98 OS ‘hang’ problems exiting RPMS; Added Cash Flow report.

7.0.84     NEW Added Alias form printing for customizable order forms.  Added Security Module;  Changed backup form to close reports engine, close open forms, & get rid of ‘status 11’ on RPSEC;  Modified initialization of report setup screens to reduce disk access and memory load;  History report one customer / one principal filter options fixed

7.0.85     Added PDF Files as destination for reports (2002 EMA only); Fixed order printing; Fixed line item display for extra item in Commission Reconciliation Adjustment.

7.0.86     NEW Added automatic internet checking for RPMS updates;  NEW Added POS name print option on agency and sales rep commission statements;  Added Customer & Principal Direct Marketing (beta); Changed adjustment for commission reconciliation to retrieve child principal record instead of parent;  Changed commission aging report to display details of negative commissions; Fixed PDF output to disregard version; Fixed contact lookup on long form add for phone numbers and zip codes; Fixed line item total accumulator in Add Transactions Long Form title

7.0.87    Improved payment method of partially paid credits in commission reconciliation (previously required two steps); Fixed order printing directly to printer (.86 only); Fixed date output on Summary Only versions of Agency & Sales Rep Commission Statements; Added Direct Marketing Category Code Summary (beta); Added review and maintain contact categories; Fixed invoice date filter for commission rec; Corrected shipping over multiple vertical tabs from Maintain Transactions by Customer.  

7.0.88   NEW Added Read Next function to RPMS lookup fields (except Principal Family) activated by F5 key;  Added Print Notes option to various master Detail prints; Added vertical scroll bars to all Notes forms; Changed long form add transactions to validate commission rate or amount in the absence of one or the other; Fixed product Change after product number click; Fixed tab stop order if order date locked for new long transaction; Added Contact Direct Marketing; Fixed Cash Flow Forecast report to display customers if requested;  Added Contact Replicate for customers, principals and points of sale; Fixed 04 error from second save of the same split in commission reconciliation.

7.0.89  Added EDI Cross Reference (BETA Only); Fixed Commission Aging Report for printing PO’s; Batch Verify report added ALL values switch; POS Detail report fixed; Orders by Order Date page break sequencing fixed; Direct marketing tabs disabled when no customer has been extracted; Product description size fixed to 30 characters in various data entry and maintenance forms.

7.0.90  Last 2002 Update Release - BASIC SYSTEM FIXES AND ENHANCEMENTS: Conversion program fixed to handle same PO number to different principals from V6; File Audit in Administration System (Beta Testing Only); Added entity names to snapshot printouts; Changed snapshot export to generic CSV to strip out embedded commas; Fixed auto-email and dial buttons on contact forms (customer, principal and POS); Fixed one customer range for Product History reports; Fixed ‘30’ errors on report files after previous report cancellation; Long form data entry fixed for non-tabbing through commission rate field; Analytical version of Customer summary with child records combined fixed to include all children; Data entry programs changed to calculate unit price based on extension – Note that this change requires application of program BODReset, found in the RPMS V7 Tools and Doc group after applying this update. BASIC SYSTEM COMMISSION RECONCILIATION FIXES AND ENHANCEMENTS: Improved ALT-S Search to highlight entire field in commission reconciliation; Sales Rep Commission Statement fixed to suppress sales reps split to 0% if requested; Commission Payments on Hold status and zero balances change status to Paid automatically; Cash flow report principal name fixed in recap area, fixed for Summary Only & Detail Only options.  DIRECT MARKETING FIXES AND ENHANCEMENTS: Redesign button disabled outside Enterprise version; One principal filter fixed; Contact category filtering fixed; Principal Direct Marketing list fixed to print correct list. EDATA FEATURE: Added E Data Upload Wizard (Beta Only).

7.0.92   Added checking for large display fonts at product launch; Changed Conversion program to enable E Data for V6 EDI feature, Set “A” database code for 7.0.92 and later conversion programs;  Added All Delete & Transfer options to Administration System; Changed backup and restore procedures to accommodate archived files; Reintroduced saving contact column arrangement in customer list; Corrected cash flow forecast to print negative values; Changed login procedure to accommodate both Evaluation codes and EMA codes;  Added sort sequence and filter options to line item maintenance display list;  Added values of Orders Commissions & Sales Commissions to summary reports;  Modified method of calculating maximum print height for list view printouts to correct ‘line dropping’;  Added Account Number to customer list;  Corrected print of all (selected and unselected) in commission reconciliation;  Added edit check to delete of E-Mail and Web communication codes; Fixed PDF file cancellation that lead to data error on subsequent report;  Changed transaction short-form edit checking to prevent quantity of zero;  Fixed “ symbol printing on printed orders; Fixed carriage-return printing on note fields in Reports Engine; Added Audit Detail (referential integrity checking) and correction programs to Administration System.

7.0.93    Fixed intermittent multi-user version restore error (7.0.92 only) 

7.0.94    Improved installation and update programs to verify data file location and reset registry; Fixed numeric overflows for maintaining transactions with line item quantities of zero; Fixed Direct Marketing extract for security;  Fixed utility program BODReset for upgrades from 7.0.89 and previous versions.

7.0.95   Added line item detail paging in transaction maintenance; Fixed Snapshot Detail Average Rate computation for multiple month spread; Corrected year-end values for some summary reports; Fixed RPLogout utility and BOSSplitFixer utility for new data file (7.0.92 & later versions); Fixed numeric overflows for adding line items to existing transactions with quantities of zero; Fixed E Data Excel translate filename error; Fixed intermittent incorrect commission type selection associated with product special prices; Fixed a bug with the category code lookups that did not allow for lookups of lower cased class codes;  Fixed snapshot for Parent/Child principal sorting listing parent twice.

7.0.96  Added Forecasting module (beta only);  Basic System: Fixed saving last values used for snapshots if Paid or Paid Rep selected; Fixed Comm Rec Adjustment Change Comm. Type to % not recalculating the commission amount & $ not recalculating the commission rate; Fixed case sensitivity problem on batch reports; Fixed File Audit Search & Fix for Canceled Orders; Fixed reorganization problem with the RPFRCST file; Fixed the All Principals Snapshot Sorting Alpha with Sub Accounts not subtotaling correctly; Added Run Date to customer master list; Fixed Salesrep multi split exception position 2 standard split calculating for position 5; Fixed error 10 when changing exception rates on multiple sales reps; Fixed 13 error on reports engine for ema-dates out of range; Fixed contact notes editing when dealing with accounts that have the same number of contacts; Fixed short form data entry grabbing wrong commission type after reading through product with a custom rate; Fixed snapshot detail refresh, when changing line items without closing detail; Corrected product summary report headings; Fixed 03 error on rpmisc file after restore for multi-user systems; Changed Inactive & Delete Sorting method for reports to correspond to documentation;  PRO SYSTEM: Fixed PO Model not printing on batch reports; Fixed global shipment incorrectly changing status of canceled lines to “S”; Improved lock behavior for standard discount rates & long-form data entry; Fixed adjustments in Maintain Transactions collecting under original order’s batch number; Fixed contacts for transactions when picking between multiple contacts with the same last name; Direct Marketing Fixed Summary Reports looking for wrong CSV file; E Data changed to better handle quotes and commas embedded in excel files