CYMA Release History - 10.0

CYMA Release History: Version 10.0

Release Date: October 2007
Enhancements

Accounts Payable

Module	Item	Enhancement/Correction
AP	Enter Invoices	Added Post to AP Upon Save option in Maintain Configuration to allow the automatic posting to AP when the invoice is saved.
AP	Enter Labor Batches	Added a total of all invoice to the bottom of the Enter Quick Invoices dialog
AP	Enter Labor Batches	When adding a new line to the AP Enter Quick Invoice the invoice date will populate from the previous line unless the Vendor is changed.
AP	Maintain Vendors	"Added Remit-To, to Maintain Vendors"
AP	Maintain Vendors	Added an email button next to the primary email address in Maintain Vendor to allow sending of emails directly from the dialog.
AP	Maintain Vendors	Added a Phone number column to the Contact tab list on Maintain Vendor
AP	Maintain Vendors	When setting up a new contact for a vendor the vendor's phone numbers will default.
AP	Process Calculate and Print 1099s	New Remit-To feature can be used to assign a specific address to the 1099s.
AP	Process Print Checks	Added support for EFT file to AP.
AP	Process Select Invoices	Added a selection grid to AP Print Checks to allow printing a subset of invoices already selected for payment
AP	Reports	Vendor History Ledger (Detail) report now accepts a range of dates.
AP	Reports	Changed the 1099 Reconciliation report to show which invoices don't match the default 1099 type for the vendor.
AP	Reports	Added sub-totals to the Unposted Invoice Register
AP	Reports	The Posting Date is now included on the Unposted Invoice Register
AP	Reports	Added New Self Sealing AP Check
AP	Reports	Added a Vendor Remit-To Listing report
AP	Reports	Added a filter to change the grouping on the use tax reports

Accounts Receivable

Module	Item	Release Notes
AR	Enter Invoices	AR invoice with a Job number no longer requires a cost code on text lines
AR	Enter Invoices	Enter Invoices looks at the Use Job Level Defaulting check box for determining which sales gl account to default.
AR	Enter Invoices	A warning will diplay if entering an AR Invoice and a cost code is used that hasn't been defined for the job.
AR	Enter Invoices	Resized Enter Invoice dialog to show more columns in the grid.
AR	Enter Invoices	Added a copy button to Enter Invoices
AR	Enter Invoices	Added option to Maintain Config to Post to AR Upon Print.
AR	Enter Invoices	Added Alternate Price functionality to Enter Invoices.
AR	Enter Invoices	Added One Time Invoice functionality.
AR	Enter Invoices	Auto populate the default Customer Contact and Contact phone number when entering an AR Invoice
AR	Enter Invoices	Add a new Product Price Source field on AR Enter and Quick Invoices.
AR	Enter Labor Batches	Added alternate price functionality to Enter Quick Invoices.
AR	Enter Labor Batches	Enter Quick Invoices looks at the Use Job Level Defaulting check box for determining which sales gl account to default.
AR	Enter One Time Invoices	Enter One Time Invoices looks at the Use Job Level Defaulting check box for determining which sales gl account to default.
AR	Enter Payments	Added ability to enter either the invoice number or the customer name in the Quick Enter Payment grid
AR	Enter Payments	Added quick entry of payments.
AR	Enter Payments	Now allows entry of transaction classification codes on miscellaneous payments.
AR	Enter Recurring Invoices	Added selection criteria to the Enter Recurring Invoices dialog.
AR	Enter Recurring Invoices	Added Alternate Price functionality to Enter Recurring Invoices
AR	Enter Recurring Invoices	Enter Recurring Invoices looks at the Use Job Level Defaulting check box for determining which sales gl account to default.
AR	Enter Recurring Invoices	Added a new Product Price Source field on AR Enter Recurring Invoices
AR	Enter Volume Billing Invoices	Enter Volume Billing Invoices looks at the Use Job Level Defaulting check box for determining which sales gl account to default.
AR	Maintain Configuration	Added a default Alternate Price Code field to AR Maintain Configuration
AR	Maintain Configuration	Added Default Ship-to Location ID and Default Tax Category to Maintain Configuration
AR	Maintain Customer	"Added a Default Contact phone number to Maintain Customers. This will default into Enter Invoices, Recurring Invoices & Enter Sales Orders"
AR	Maintain Customer	Added an email button next to the primary email address in Maintain Customer to allow sending of emails directly from the dialog.
AR	Maintain Customer	Added A Default flag to the customer contact screen
AR	Maintain Customer	Added a Default Alternate Price field to Maintain Customers. This value will default when entering invoices.
AR	Maintain Customer	Default phone entries in Maintain Customers main tab into the phone grid on Ship-To and Contacts tabs
AR	Maintain Customer	When adding AR Customers read the 2 new defaults on AR Config for Ship-to Location ID & Tax Category
AR	Maintain Job Segment Names	When Entering a Recurring Invoice the default customer contact and phone will be used.
AR	Other	Payments from Sales Order will now show on the AR Invoices. This requires the Post Invoices to AR Upon Print option to be checked.
AR	Other	Added a Maintain Alternate Prices Table for setting up alternate prices and default settings.
AR	Reports	Added new Total Sales by Customer and Date Range (Summary) report
AR	Reports	Added sub-totals and a report total to the Unposted Invoice Register
AR	Reports	Added filter to Payment Register for Method of Payment
AR	Reports	Daily Transaction reports now sort by date and then Customer ID.
AR	Reports	"Added payment information to the Invoice Print Proof Listing (Detail), Invoice Print Proof Listing (Summary) and Invoice Register Proof Listing."
AR	Reports	Added option to subtotal the Daily Transaction Reports by month
AR	Reports	Added a new Product Analysis (Historical by Date Range) report.

After-The-Fact

Module	Item	Release Notes
ATFPR	Maintain Employees	Added a History page to Employees in Client Write Up - After the Fact Payroll

Bank Reconciliation

Module	Item	Release Notes
BR	Reports	Added Bank Reconciliation Register report. This report shows the status of checks and deposit entries.

eDesk

Module	Item	Release Notes
eDesk	Other	Added Control Center to Edesk

General Ledger

Module	Item	Release Notes
GL	Enter Journal Entries	"Changed the grid so that Job, Cost Type & Cost Code are before the Project/Grant fields."
GL	Enter Journal Entries	Batch number will display in the Journal Entry posting message.
GL	Enter Journal Entries	The description of a Journal Entry created from Post AR Invoices to GL no longer contains the words AR Product.
GL	Enter Recurring Journal Entries	Added options for updating allocations when creating Recurring Journal Entries.
GL	Enter Recurring Journal Entries	Added selection criteria to the Recurring Journal Entry Listing Report from the dialog box.
GL	Enter Time Entry	Added selection criteria to the Quick Budget dialog.
GL	Maintain Funds	Added Segment Balancing to FMS
GL	Maintain Quick Chart of Accounts	Message added to Quick Chart of Accounts if using the consolidated feature to ensure that the account types are changed in the parent company first.
GL	Other	Added Project Tracking to FMS
GL	Other	Added After the Fact functionality
GL	Process Un Post Journal Entries	Selection criteria tab added to the front of the GL Unpost Journal Entry dialog box.
GL	Process Un Post Journal Entries	When unposting a Journal Entry a reversing JC entry is created.
GL	Reports	Added an Out of Balance Account Segments report that shows which segment/fund values are out of balance.
GL	Reports	Added Trial Balance by Date Range report
GL	Reports	Added a new detail ledger report than contains both current and history detail
GL	Reports	Budget Listing Report is now grouped and totalled like Income Statement and Balance Sheet. Also added filters for more flexibility.
GL	Reports	Added Budget to Actual report for Project and Grant tracking.
GL	Reports	List of Accounts report under Module Profile is now titled Chart Of Accounts
GL	Reports	User definable group headings added to standard income statements and balance sheets.

Inventory Control

Module	Item	Release Notes
IC	Enter Builds	JC Cost Codes can be assigned to each line of a build in Enter Builds.
IC	Enter Builds	Build can now be edited in the Enter Build dialog.
IC	Enter Receipts	New separate GL account for capturing Other Costs
IC	Maintain BOM Groups and Overhead	Added Product ID selection fields to Copy feature of Maintain BOM Groups & Overhead
IC	Maintain Configuration	Added an Other Cost GL account default to Maintain Configuration.
IC	Maintain Configuration	Changed the title of the Purchase Cost Adjustment GL account to Cost Adjustment in Maintain Configuration.
IC	Maintain Configuration	Added option to Maintain Configuration to Post Journal Entries Thru General Ledger.
IC	Maintain Configuration	Changed the title of the Inventory Suspense Account in Maintain Configuration to Accrued AP.
IC	Maintain Product Bill of Materials	Manufacturing now defaults as the BOM Type in the header of Maintain Product Bill of Materials
IC	Maintain Products	Added a Standard Cost field to the product/warehouse level
IC	Maintain Products	Added Lot Tracking functionality.
IC	Maintain Products	The ABC Code has been moved to the product/warehouse level
IC	Maintain Warehouses	Address is no longer required on SM Warehouse
IC	Other	Physical Count Codes are now defined in a table
IC	Other	New dialog box for reconciling physical count worksheets
IC	Other	Added a Transaction Date column to the Product/Warehouse Activity tab
IC	Other	Added Create Purchase Orders for creating POs based on low stock conditions
IC	Other	Multiple changes to all IC Entry dialog boxes to accommodate Lot Tracking
IC	Process Print Cycle Count Worksheet	Multiple enhancements to Print Physical Count Worksheet
IC	Process Print Cycle Count Worksheet	Added Product Line as a filter in Process Print Cycle Count
IC	Reports	Job number added to the IC Transaction Activity report (IcTrx.rpt) along with some other cosmetic changes
IC	Reports	Job number added to the IC Transaction Activity History report (IcTrxH.rpt) along with other cosmetic changes.
IC	Reports	Add dollar amounts to the IC Enter Adjustments Proof report
IC	Reports	Added a Physical Count Variance report.
IC	Reports	Added Avg. Purchase Amt column to the Purchase and Sales (By Date Range) and Purchase and Sales (Historical By Date Range) reports.
IC	Reports	Added an IC Stock Level profile report
IC	Reports	Cost Layer Reports now show entire field size for quantities and unit cost fields
IC	Reports	Product Valuation Reports now show entire field size for quantities and unit cost fields
IC	Reports	Removed Maximum Quantity in the calculation of the Suggested Reorder Quantity field on IC Reorder Advice report
IC	Reports	Added Build number to the Transaction Activity Reports.

Job Costing

Module	Item	Release Notes
JC	Enter Adjustments	Added a column for Earnings Type
JC	Enter Adjustments	Adjustments can now be entered for products that have a Job Cost Type of Retainage in Enter Adjustments.
JC	Enter Billable Charges	The Skill Description field has been reduced to 80 characters on the Labor tab of Enter Billable Charges
JC	Enter Job Transfers	Added a display only Skill ID column to JC Enter Job Transfers
JC	Maintain Base Jobs	Added three user-defined reference fields to Maintain Base Jobs
JC	Maintain Configuration	Added a Use Job Level Defaulting on AR Invoices to Maintain Configuration.
JC	Maintain Configuration	Added option to Maintain Configuration to post Journal Entries through the General Ledger.
JC	Maintain Employees	Added a Default Job ID field to JC Maintain Employees
JC	Maintain Employees	Added Notes and Custom tabs to Maintain Employees
JC	Maintain Jobs	Added a customer Ship-To and Description fields to Maintain Jobs
JC	Maintain Jobs	Added Delivery Date field to the Cost Code and Cost Category Budget Estimator grids.
JC	Maintain Jobs	Added fields for Burden % and Total Cost to Maintain Jobs Estimator grids.
JC	Maintain Jobs	Added totals and a sub-sort option to the Proof report on the Activity tab of JC Maintain Jobs
JC	Maintain Jobs	Added a checkbox asking if the program should update the estimator products and skills with the current costs upon the Copying of a Job
JC	Maintain Jobs	Added invoicing columns to budget by cost code and cost category grid
JC	Maintain Jobs	Added new fields for Beginning Invoiced to Date and Beginning Payments to Date on the Invoice tab of Maintain Jobs
JC	Maintain Jobs	"Added Task Code, Task Start Date and Due Date to the cost code and cost category estimate grid of Maintain Jobs"
JC	Maintain Jobs	Added a Job-level Retainage product and percentage to Maintain Jobs
JC	Maintain Jobs	Added a View Detail button to Maintain Jobs to see open POs for the job
JC	Maintain Jobs	Now allow duplicate products and skills to be used in the Estimator grid of Maintain Jobs
JC	Maintain Jobs	Added Delivery Date field to the Proof report on Maintain Job Estimator grid.
JC	Other	"Added created date, created by, updated date and updated by fields to Jc_Trx2 and JC_TrxH2 files"
JC	Process Apply Overhead	Added an option to Create Journal Entries to JC Apply Overhead
JC	Process Prepare Invoices	Negative quantities are now allowed on the Fixed Price tab of Process Prepare Invoice
JC	Process Prepare Invoices	"Now when creating invoices from JC, the description field from JC Enter Labor Batches will be written to the description of the invoice line"
JC	Process Prepare Invoices	No longer displaying unbilled Retainage charges in JC Enter Billable Charges
JC	Process Reopen/Close Jobs	Add warning text to the bottom of Process Reopen/Close Jobs dialog box indicating that other users may not be able to access some processes throughout the program.
JC	Process Update BOM Component Cost	Added header description to the Proof report
JC	Process Update BOM Component Cost	Added a description text field to Enter Labor Batch datagrid. This description will write to the AR Invoice line description upon creation of the invoice.
JC	Process Update BOM Component Cost	Added a default Job number to the header of JC Enter Labor Batches to streamline entry
JC	Process Update BOM Component Cost	Added a Create Journal Entries option.
JC	Reports	Added the new JC Labor Description field to the Direct Labor Report
JC	Reports	"Add 4 new fields (Task ID, Start Date, End Date and Performed By) to the Estimator reports on the Budget by Cost Code and Cost Category of Maintain Jobs"
JC	Reports	Added 2 new detail cost category reports that mirror the two detail reports for Cost Codes
JC	Reports	Add a Total Hours and Total Extended Rate to the JC Enter Labor Proof report
JC	Reports	Various changes to the Cost Code Actual reports.
JC	Reports	Various changes to Job Listing (Summary) and Job Listing (Summary by Job Type) reports.
JC	Reports	Update the Jobs Listing report to include all new information added in V9.
JC	Reports	Performance has been improved on Budget reports
JC	Reports	Added Job Status filter to all JC budget reports
JC	Reports	Added an Earnings Type filter to the Direct Labor Entry report.
JC	Reports	Added Skill ID and Earnings Type filters to the Certified Worksheet report.
JC	Reports	Added a Budget Estimate Purchasing report
JC	Reports	Removed the Hourly Rate and Extended Rate columns to the Proof report in JC Enter Batch Labor

Purchase Order

Module	Item	Release Notes
PO	Enter Purchase Orders	"If using Encumbrance/Budget Control and the user selects the Copy Purchase Order feature, the program will now populate the Encumbrance/Budget Date field with the PO Date"
PO	Enter Purchase Orders	The Job Number field is now disabled in the grid if the PO type is Order-Return
PO	Enter Purchase Orders	"When copying a Purchase Order, the program will now give you an option of keeping the original unit costs from the original PO or use the current unit costs"
PO	Enter Purchase Orders	Added options to PO Maintain Configuration to close PO lines containing Non-Inventory type products to be based on the AP Invoiced Amount or AP Invoiced Quantity
PO	Enter Purchase Orders	Added a PO Source filter to Enter Purchase Order Status Inquiry and added a PO Source column to the grid.
PO	Enter Purchase Orders	If the Warn User if Product has a Lower Price box is checked in Maintain Configuration the message that displays if selecting a higher cost will show the dollar savings.
PO	Maintain Configuration	"Added a default PO type to Maintain Configuration, which will now default when entering a Purchase Order."
PO	Process Print Puchase Orders	The Vendor's primary phone number now prints under the Vendor's address on all 4 PO Forms.
PO	Reports	Added Open Commitment Listing (by Cost Code) report.
PO	Reports	Added a PO Source filter to the PO Detail Order Register (Unprinted Orders).
PO	Reports	Added a PO Source filter to the PO Summary Order Register (Unprinted Orders).
PO	Reports	Various changes made to the Open Commitment report (by Vendor)
PO	Reports	Various changes to the Open Commitment report (by JOB).
PO	Reports	Various Changes to the Open Commitment report (by Cost Type).
PO	Reports	Various Changes to the Open Commitment Report (by Product).
PO	Reports	"Added a new Quantity Status report showing line item quantities for ordered, received and invoiced "
PO	Reports	Added GL accounts to the Open Commitment (by fund) Report.

Payroll

Module	Item	Release Notes
PR	Enter Adjustments	"Added Skill ID, Cost Code and Transaction Class Codes to Payroll Enter Adjustments"
PR	Enter Payroll	Improved the Enter Payroll screen to better facilitate keyboard entry when advancing to the next Employee
PR	Enter Payroll	"User that don't have access to Enter Payroll, no longer can access the dialog through Process Calculate Payroll or Enter Quick Payroll"
PR	Maintain Employees	Added a suffix field to the Maintain Employee Dialog
PR	Maintain Employees	Employer portions of Benefit and Pre-Tax features can be directed to a W-2 box.
PR	Maintain Employees	Other Deduction feature can now be directed to a W-2 box.
PR	Maintain Employees	Added Job and cost code default to Employee records.
PR	Maintain Grant Tracking Grants	Added option to display a list of the employees if the hourly rates are changed in Enter Quick Payroll and Enter Payroll
PR	Maintain Grant Tracking Grants	Added job filter to Enter Quick Payroll.
PR	Other	The Copy Feature functionality will now copy employee employment information
PR	Other	Added daily time entry functionality
PR	Process Calculate Payroll	A warning is now displayed if the user excludes features in PR Process Calculate Payroll that would make the W2 incorrect.
PR	Process Calculate Payroll	Message simplified when processing payroll outside of the Payroll Accounting Year.
PR	Process Calculate Payroll	Added search functionality to find an employee in the Calculate Payroll screen
PR	Process Calculate Payroll	Added Find Now options to the Calculate Payroll screen.
PR	Process Payroll Forms	Added a filter for the State Payroll Forms for Department and Location
PR	Process Print 941 Form	The Print Form 941 now calculates the number of employees.
PR	Process Quarter End Close	"User can now define which reports are required for Period, Quarter and Year End."
PR	Process Year End Print W2s and 1099s	Added standard Windows drive browser to 1099 and W2 electronic file creation process.
PR	Reports	Added the 941 voucher to the Print 941 Form process.
PR	Reports	Improvements made to the Accrual Balance Report.
PR	Reports	Added selection criteria to the check register to show/not show/show only voided checks.
PR	Reports	Added multi-level sort options to Employee Listing report.
PR	Reports	Added a check format in PR for self sealing checks.
PR	Reports	Added an Entry Worksheet report

Sales Order

Module	Item	Release Notes
SO	Enter Sales Orders	Remove the Print Packing List message in Enter Sales Orders if on SO Maintain Configuration the user indicated they don't want a packing list
SO	Enter Sales Orders	"Now when copying a Sales Order to another sales order the program gives you the option to copy the unit prices from the original order, or to use current unit prices"
SO	Enter Sales Orders	Made a few cosmetic changes to the header section of SO Enter Sales orders to be more consistent with AR Enter Invoices
SO	Enter Sales Orders	The Enter Sales Order program will no longer override the User Entry unit price on a Quote without a customer when it is converted to a Sales Order
SO	Enter Sales Orders	Enter Sales Order will now default the customer's Default Alternate Price if established in the unit price field
SO	Enter Sales Orders	Added an option on Maintain Configuration for including and enabling the Sales GL account on the Sales Order grid
SO	Enter Sales Orders	Added an option to view active lot numbers with their available quantity when entering a sales order
SO	Enter Sales Orders	Calculate a default Quote Expiration Date on Enter Sales Orders
SO	Enter Sales Orders	Added an option to populate the lines from the original sales order when applying a credit order
SO	Enter Sales Orders	"If using the Average cost method, we now display the Average Cost in the Unit Cost field of SO Enter Sales Orders for Inventory type products"
SO	Enter Sales Orders	We now default the Job # and PO# when entering a Credit Order in Sales Order and referencing the original Sales Order
SO	Enter Sales Orders	"Unit cost can be changed for products, that are non-inventory, services or miscellaneous type, during entry of Sales Orders"
SO	Enter Sales Orders	Added the security feature of not allowing a user to cancel a Sales Order with a Posted Payment
SO	Maintain Configuration	The Sales Account can be optionally displayed in Enter Sales Order.
SO	Maintain Configuration	Added a Post Through GL option to SO Maintain Configuration similar to AR and AP
SO	Maintain Pricing Matrix	Added 2 additional options to SO Maintain Pricing Matrix to allow cost markups to be based on Purchasing Unit Cost or Standard Unit Cost in addition to the existing SKU Unit Cost
SO	Process Create AP Invoices	In Process Post Payment to AR allow the user to overide the Deposit Date and override the bank
SO	Process Create SSN Verification File	Added a Combined Weight field to Process Batch Shipments
SO	Process Create SSN Verification File	Added a View Documents button to Process Batch Shipment
SO	Process Create SSN Verification File	Added sort options to Process Batch Shipments
SO	Process Create SSN Verification File	Added a Preview report button to Process Batch Shipments
SO	Process Create SSN Verification File	Changes to SO Process Batch Shipments to accommodate the new Lot Tracking feature
SO	Process Period End Close	Added a Cancel Quotes process.
SO	Process Print Pick Tickets	Added filters for Order Type and Order Status.
SO	Process Print Sales Orders	Rename SO menu option from Process Print Order Acknowledgements to Process Print Sales Orders
SO	Process Shipments	"Added to the header of Process Shipments a disabled field called Accept Partial Shipment, which indicates whether the current sales order can be partially shipped "
SO	Process Shipments	Works with StarShip version 9.9.1
SO	Reports	Added the following message to the bottom of the SO Profit report: This report uses the current SKU Unit Cost from the Product at the time the Sales Order Is Saved

System Manager

Module	Item	Release Notes
SM	Edesk	Custom reports can be run by all users from eDesk.
SM	Enter Quick Invoices	Added Change Field Log report for the Change Fields Utility.
SM	Enter Quick Invoices	The Change Fields utility can now be used to change Product IDs.
SM	Help	"Added Module workflows for AP, AR and PR."
SM	Maintain Products	The Active Cost Layer checkbox is disabled in the Product Warehouse Activity tab if using Average cost method in Inventory Control.
SM	Maintain Products	The SKU/Selling Unit Cost will now calculate based on the Purchasing Cost and conversion factor.
SM	Other	"Added User column functionality: AP - Enter Quick Inv, Process Quick Select Inv and Select Inv AR - Enter Quick Inv and Payments GL - Maintain Quick Chart of Accounts - Activity Tab, PR - Enter Quick PR and Enter Time Entry JC - Enter Labor Batches."
SM	Other	Added User Reports functionality to all report menus to allow a user to define a list of reports to display
SM	Other	Added ability to enter separate transmitter and payer information when creating the 1099 electronic file.
SM	Other	Administrator function added to new User column functionality.
SM	Reports	Combine the separate mailing labels in AR and PR into one report and added more sorting options
SM	System General Import	"JC Labor Import enhanced: added a Certified field, earnings type, hourly rate and skill ID should are no longer required and Job will default from the employee."
SM	System General Import	AR Invoice import can now calculate taxes based on the Customer Tax Category
SM	System General Import	Added Ref3 field to Enter Sales Order
SM	System General Import	General Import supports the import of Physical Count Adjustments.
SM	System General Import	Added a General Import for Payroll Time Entry
SM	System General Import	SM Products General Import now allows the import of Lot tracking fields.
SM	System General Import	Updated existing general imports to include new fields added in V10.
SM	System General Import	Sales Order import can now calculate taxes based on the Customer Tax Category
SM	System General Import	Added Project fields to the General Imports
SM	System General Import	Added general import for Inventory Warehouse information
SM	Other	Reduced the size of the AR Invoice line file by 30%.

DEMO

Module	Item	Release Notes
DEMO	Other	Added a new company in NFP to demonstrate Job Costing capabilities.