October 2024 In Brief

Posted by admin on 2024-11-01 17:32:21 in Monthly Summaries (591 views)

10012. Last month, after transactions were imported into the Lemeechi StockReader database using the new csv import feature, it was noted that for the newly imported records, the contents of the date and stock columns were swapped. A temporary fix was then used to correct the situation. Today we had a closer look at the swapping of date and stock column values and saw what happened: The date came before stock in the csv file, and was sent and actually stored in the SQLite database table like so, text value (stock code) in a date column, without any complaint from SQLite! We put in place a more permanent solution by revising the code, after correcting the mistake in the stored data in the database.

10023. MoneyBooks General Ledger was revised to resolve an issue during the final stage of importing transactions from a csv file, account codes being blanked out on being entered. Days later another issue on the same import window was noted and corrected, auto-completed account codes not being retained. Two other issues were fixed on the Transaction Form this month. First, new transaction details in the summary section of the form were not being assigned automatically to the accounts section. We traced this to the Open Period setting being on for the database in question, and code was put in to handle it. Secondly, the Copy button on the form was not being enabled after a newly-added transaction was saved, and this was corrected. These revisions ended with the v3.41 build of the module.

10034. One of the users whose Printwiser Estimating was upgraded to v10.06 last month reported an issue yesterday about not being able to supply an estimate number while transferring (copying) an estimate. After reviewing how the old and new versions behaved, the client was advised to turn off the automatic estimate numbering feature, with the steps to do this listed out. In the old version automatic numbering was not used when copying an estimate, but it was now used in the new version, so turning it off resolved their challenge.

10174. Our WEB241 custom search engine was revised with a set of new maps.

Exchange Rate List10222. We did the first v2.46 revision of the System module of MoneyBooks since 2020, correcting an issue with the User List and enhancing the time logging form and some other data windows. Followed this up with the next v1.81 revision of the Employees module, adding Year and Mth columns to the Exchange Rate List (for querying purposes) and correcting an issue with the attendance summary generation that arose from the most recent revision.

10292. We did the v3.29 revision of MoneyBooks Data Manager, correcting a bug in adding applicant freetext resumes (saving the name but failing to save the resume text). We also disabled messaging and to-do list pop ups from showing after the the application started, if a user table data list was open, to prevent the sluggishness that resulted.

10314. We revised MoneyBooks Inventory to introduce stock value totals on the Stock List, and later began trouble-shooting a crash situation that occurred on attempt to generate the stock history report, something that didn’t used to happen, perhaps due to a new Windows environment.

Summary

Technical support was provided for our client whose Printwiser Estimating v6.60 was upgraded to the latest version 10.06 last month. Revisions continued on MoneyBooks modules—System (time logging), Data Manager (applicant resumes), General Ledger (transaction form and import), Inventory (stock list) and Employees (exchange rates). Lemeechi StockReader and our WEB241 custom search engine were also updated.

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Tags

2024    admin    Gerian Assistant    Lemeechi StockReader    MoneyBooks    MoneyBooks Data Manager    MoneyBooks Employees    MoneyBooks General Ledger    MoneyBooks Inventory Control    MoneyBooks System    November 2024    October 2024    Printwiser    Printwiser Estimating    WEB241   

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