Search found 31 matches

by Daniel Kreider
Wed Feb 07, 2024 7:20 am
Forum: Database + Settings
Topic: Shop Option
Replies: 6
Views: 16786

Re: Shop Option

I suppose another benefit of using an internal account to pay for the shop expenses would be that the shop vehicles could be assigned a use tax category that would be remitted separately from sales tax and would be a tidy way of tracking use taxes .... Depending on local regulations, I'd think the ...
by Daniel Kreider
Tue Feb 06, 2024 5:45 pm
Forum: Database + Settings
Topic: Shop Option
Replies: 6
Views: 16786

Re: Shop Option

I suppose another benefit of using an internal account to pay for the shop expenses would be that the shop vehicles could be assigned a use tax category that would be remitted separately from sales tax and would be a tidy way of tracking use taxes ....
by Daniel Kreider
Mon Jan 15, 2024 11:59 am
Forum: Technical Issues
Topic: TESLA Support
Replies: 4
Views: 2299

Re: TESLA Support

I just want to say thank you for all of the effort that has gone into this last update.
I think the best part of the improvements is the option to print multiple invoices at a time from history - saves a significant amount of time when processing statements !
by Daniel Kreider
Mon Nov 06, 2023 9:34 am
Forum: Technical Issues
Topic: WIP settings reset back to defaults
Replies: 1
Views: 920

Re: WIP settings reset back to defaults

Yes, i experienced the same late friday if i remember correctly ... only on one user/ workstation which happened to be the host machine. ...
by Daniel Kreider
Tue Oct 24, 2023 10:44 am
Forum: Parts + Ordering
Topic: Inventory Stock Location
Replies: 2
Views: 1741

Inventory Stock Location

I am working at setting up stock locations for parts in my parts room and need a consistent way of remembering the various locations that are already stored in the system. It seems like the best way of setting this up would be to have a drop down right in the inventory item setup window similar to t...
by Daniel Kreider
Thu Aug 31, 2023 11:33 am
Forum: Scheduler
Topic: Scheduler Resource field on WIP screen
Replies: 2
Views: 1889

Re: Scheduler Resource field on WIP screen

Thanks for the info! That answers my questions.
by Daniel Kreider
Tue Aug 29, 2023 5:29 am
Forum: Scheduler
Topic: Scheduler Resource field on WIP screen
Replies: 2
Views: 1889

Scheduler Resource field on WIP screen

Is there a way to view and sort by scheduler resource on the WIP screen. I looked thru multiple options and forum posts, but cant seem to find a solution to this need. I also checked the scheduler chart and could not find the resource field even within the appointment list view. We really like the D...
by Daniel Kreider
Mon Jul 03, 2023 6:09 am
Forum: SE News
Topic: 8.5.2 Beta Volunteers
Replies: 5
Views: 3095

Re: 8.5.2 Beta Volunteers

Goodmorning Silky7 ! There have been multiple great improvements on this last update! I especially like the PO enhancements on item quantity staying the same and also the ability to reopen a closed PO..... We have had one instance since the update of user settings being lost since the update. (this ...
by Daniel Kreider
Wed Jun 28, 2023 9:09 am
Forum: SE News
Topic: 8.5.2 Beta Volunteers
Replies: 5
Views: 3095

Re: 8.5.2 Beta Volunteers

Thanks for the efforts going into this dev work. I am sure it is no easy task.
We would be pleased to be added to the beta test group. Thanks !
by Daniel Kreider
Mon Apr 24, 2023 1:00 pm
Forum: Technical Issues
Topic: Email Purchase Orders
Replies: 3
Views: 2298

Re: Email Purchase Orders

Thanks Silky7 ! I am getting more and more ready for the update !
by Daniel Kreider
Mon Apr 24, 2023 11:26 am
Forum: Technical Issues
Topic: Email Purchase Orders
Replies: 3
Views: 2298

Email Purchase Orders

We have been having issues when attempting to email a manually generated PO to our vendor. Previous to the last update we could simply click the email button and a PDF would auto generate to our default mail client as a new email with the vendor's email prefilled in the address field. Now, after the...
by Daniel Kreider
Mon Feb 13, 2023 5:51 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

ShopManTim wrote:
Mon Feb 13, 2023 3:50 am
As of this morning, our program is working better than it ever has, including the drop down list of status.
Interesting. Is that on the search results (filtered) view of your WIP screen or is that in the full (unfiltered) view?
The symptoms are still the same for us as of this am.....
by Daniel Kreider
Fri Feb 10, 2023 5:17 pm
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Thanks for all of your efforts to address the issues that were turned in ! It is wonderful to be able to help enhance this product. Here is another issue that we discovered. When attempting to change an order staus on the WIP screen after searching for it, right or left clicking on the status field ...
by Daniel Kreider
Wed Feb 08, 2023 1:25 pm
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Another change from last version ... Quantity on PO is in this example 5 and when opening the item / detail line, the quantity changes to only 1 I am sure that previously the quantity on the item detail window stayed the same as what the PO showed Curser location also auto selects the quantity field...
by Daniel Kreider
Wed Feb 08, 2023 6:25 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Thanks ... I will continue testing my system as well ...
by Daniel Kreider
Wed Feb 08, 2023 3:28 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Another issue. Favorite reports list is forgotten. This screen used to be full of my favorite reports, and now there are only 3 left. I do remember using my user account yesterday on a workstation that rarely gets used and finding that the favorite reports list was empty, so i added these 3 reports,...
by Daniel Kreider
Tue Feb 07, 2023 12:01 pm
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Another issue for the Pros to repair.... POs do not show the email field and when attempting to email a PO, a message pops up stating that this vendor does not have a valid email address when i know for sure that it does. This function used to work to email a PO , but it no longer works in 8.5.1.378...
by Daniel Kreider
Thu Feb 02, 2023 12:06 pm
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Hmm. A case could just as easily be made that a someone doesn't want the filter/search to reset. We won't be changing this in the 8.5.1 update cycle, but we're certainly open to feedback for future consideration. As you note, perhaps a setting to automatically clear as a user preference. For now ou...
by Daniel Kreider
Thu Feb 02, 2023 11:08 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Thanks. As for a mechanism to request enhancements or report issues - you're in it. :D Silky7, here is an issue i am seeing as of this AM running the latest update that i know of ... Previously ordered parts are not automatically filtered out of the parts ordering window ... previously they were hi...
by Daniel Kreider
Thu Feb 02, 2023 7:08 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 5883290

Re: Update 8.5.02

Please count us in for beta testing. Will there be a mechanism to submit improvement requests ? Thanks. As for a mechanism to request enhancements or report issues - you're in it. :D Silky7, here is an issue i am seeing as of this AM running the latest update that i know of ... Previously ordered p...

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