iRent Upgrade Information
Contents
1.2. Revenue Summary By Customer Fixed the issue with the Sales And Rental Analysis report net hire not matching the amount in the General Ledger Revenue details report Stock Item Revenue Reports Fixed the issue where some PC s would not run the Stock Revenue Reports These are located under the End Of Month Sales Analysis menu option Delivery Screen in the Order Processing Module This has been enhanced to prevent the columns from scrolling when the back space key or SHIFT TAB is used Customised Invoices 2 There is now another layout option for customised Invoices 2 It sub totals each Ticket Docket and displays the rate calculation for returns only Speak to Scaftech for more information Version 7 40 Process Invoices Freight calculation If the freight charge for a docket ticket was changed in the main module iRent now correctly calculates the freight charge when processing invoices Previously if the freight charge for a docket ticket was changed in the main module the original freight amount was billed in the next invoice run Stock On Hand Report Enhanced the Stock On Hand report to optionally include pending sales and rentals Commit Invoices iRent now shows the Site Range when committing invoices Sales Analysis report export The Sales amp Rental Analysis report can now be exported to Microsoft Excel It is located in Reports gt Sales Analysis gt Sales amp Rental Analysis Process Invoices message Whe
3. Units The Units button in the stock item master screen has been disabled New Report Editor iRent now includes a Report Editor which allows you to edit your invoice and docket layouts However there is a learning curve and we recommend that you sign up for at least 1 5 hours of training before using the Report Editor To use this feature you will need to contact Scaftech for a password New Job Balance report A new report has been added which lists the job value by State and job category To use this feature you need to fill in the Job Category field on the Invoicing page of the job screen with the appropriate Job Category The report is located under Reports gt Job Balance Reports gt Job Value by State amp Category Process invoices In the Process Invoices screen fixed the issue with the ticket docket number To field so that it now defaults to ZZZZZZ New Upgrade and Support program Scaftech have introduced a new Upgrade and Support program for its customers All customers will receive upgrades as they are released However only those customers that have paid the current years Upgrade and Support fee will be given a special Key code to unlock their upgrade Customers will have 60 days to unlock their upgrade Version 6 42c Invoice printing Fixed the issue where the rental tax stamp duty description was not being printed on invoices Version 6 42b Main Screen It is now a requirement that any
4. menu Reports gt Job Balances gt Delivery Return History Table Menu option in the main module Report showing Deliveries amp Returns as recorded in the Order Processing module This report is in a table format for better readability This report can also be exported to a Microsoft Excel Spreadsheet showing Deliveries amp Returns as recorded in the Order Processing module 2 Current Job Balance detailed report This is available in the menu Reports gt Job Balances gt Current Job Balances Detail Report Menu option in the main module Report shows jobs items total deliveries total returns and current balance 3 Job Balance Weight Summary Report This is available in the menu Reports gt Job Balances gt Job Balance Weight Summary Menu option in the main module A report showing the job balance and the total weight of the components as entered in Stock Master screen 4 Job Balance Activity Table Report This is available in the menu Reports gt Job Balances gt Job Balance Activity Table Menu option in the main module Report showing Deliveries amp Returns and Balances as stored in the main module This report is also in a table format for better readability 5 All of the reports described above support Letter Paper and A4 Paper sizes Added the following new screens 1 Delivery Return History Table report 2 Current Job Balance detailed report The Current Job Balance Detail Report screen now gives a warning about duplica
5. on the Quote button Click on the Export radio button Specify the file name of you choice for the export to CSV file This is usually the same name as your drawing Click on the Print button A file containing an iScaf parts list will be created This file can be viewed in Excel These iScaf quotations in the form of CSV files can be now be imported into iRent from within the following Screens Quotations Screen Delivery Docket Ticket Screen Backorders Screen With the iRent Order Processing module create a docket or quotation as you would normally For the first Item stock code during your data entry type in iscaf as the part number iRent will prompt you for the iscaf csv parts list containing items to import This has the added feature of allowing you to re use standard parts lists from import Note iScaf import does not support long folder file names or spaces in folder file name Delivery screen number of items The number of items that can be handled in the delivery screen in the Order Processing Module has been increased from 100 to 200 Version 6 45c Advanced Contracting Enhancement Advanced Contracting can now use the three user defined fields directly under Other Labour in the Quotation page One two or all three can be included in the calculation of the Agreed Contract Value in the invoice summary section This feature will require an update to the advanced contracting invoice layout Vers
6. time the date or branch code fields are entered into to you will need to TAB or ENTER past the branch code field before the main menu is activated Importing of quotes The order processing module s Back Order System and Delivery Docket Ticket screens have been enhanced to allow quotes to be imported To import a quote created from within the iRent quotation screen the user just needs to enter the word QUOTE into the StockCode ItemCode field on the first line of the items list and follow the prompts Manual Invoicing Fixed the issue where the incorrect tax amount is calculated when the same job number exists in more than one branch When viewing a manual invoice for another branch that is a branch different to the one in the login screen the Edit Delete and Commit buttons have been disabled The user will instead receive a message alerting them to that fact Increased the width of the tax rate field so that all the number are visible When printing a Ticket the default date range is specific to the current invoice Backup The backup option located under the Setup Utilities menu now checks that all other users have exited out of iRent before starting the zip backup Please note that this feature is not meant to replace your normal iRent backup procedure Version 6 42 Manual invoicing Manual invoicing has been enhanced to allow the user to enter a percentage discount for sale items Note We may need to modi
7. to improve performance when refreshing and updating data With small data sets the performance increase is around 20 times faster and with large data sets it may be around 200 times faster Purchase Screen On some rare occasions when deleting a purchase the system incorrectly calculated the average cost This has been corrected Fixed the issue with divide by zero when deleting a stock purchase Basic Job Balance Report Added a new report Basic Job balance report to the Job Balance reports menu This is similar to the Standard Job Balance report but is a simpler report that allows sell price to be included in the output and the decimal point has been removed Delivery Return History Table Enhanced the Delivery Return History Table report screen to prompt the user for a date range Enhanced the Delivery Return History Table report export to excel csv option to handle up to a total of 126 deliveries and returns combined Re Rent Transactions Enhanced the Re Rent reports gt Re Rent Transaction List report to include a prompt for a date range This report was also reformatted to fit more lines on the page Invoicing More corrections have been made to the invoicing system to allow for the processing of only one job or one docket ticket Inventory The Inventory report screen has been renamed from other balances report to Inventory report screen incorrect label fixed Important Note In this v
8. 0 minutes but this can be altered by changing the Remain field from 10 to whatever time is desired The users whose are affected will get a warning message alerting them about how long their iRent program will shut down New Delivery Sheet Templates The new Delivery Sheet Templates form allows you to create Templates of common delivery dockets tickets This enhances the Delivery Screen Automatic Stock Item list option Note to use this screen will require you to assign access rights using the security screen A template consists of a set of items which can be quickly called up when entering a delivery This speeds up data entry considerable and avoids errors The option is locate in the Order Processing module under the Setup menu To use it just enter ALL for the first Item stock code during your data entry If there is only one template it will be loaded automatically If there is more than one template a list of available Templates will pop up Select a template and the delivery lines will be filled with the list of items from the selected template Advanced Contracting Enhancement Advanced Contracting can now use the three user defined fields directly under Other Labour in the Quotation page One two or all three can be included in the calculation of the Agreed Contract Value in the invoice summary section This feature will require an update to the advanced contracting invoice layout Purchas
9. e screen Enhanced the purchase screen so that it allows multiple purchases of the same item from the same supplier on the same date Setup Screen Removed the Modify Report Layout button This has been replaced with a Report Editor menu option under the Setup Utilities menu End Of Job enhancement The end of job process has been enhanced to consolidate deliveries and returns before generating disposals and adjustments The flow of the process has also been streamlined Process End Of Month message When attempting to run the Process End Of Month option under the End Of Month menu if the date in the Main Login Screen isn t the last day of the month then a message is displayed to alert the user to change the date in the main screen New Main screen and logo The Main and Order Processing Modules now have a new look Job to Job transfer enhancement The job to Job transfer screen has been enhanced to automatically fill in the transfer quantity of each item by selecting a check box Item count for Main Module The delivery and return screens in the main module now have an Items field which is a count of the total items delivered returned Back Order System When editing a back order the Stock Code field has been disabled This is because there may be deliveries that were generated from the back order system and the Stock Codes in the delivery and back order screens need to match Delivery Return History Table Enha
10. ering on jobs or Stock Item codes when not using the wildcard option Order Processing Module Job to Job transfer This feature has been enhanced to make it multi user That is one user can perform deliveries and returns while at the same time another user can be doing a job to job transfer Order Processing Module Unit Numbers The delivery and return screens Unit No column can no longer be edited This is because Unit No s are no longer supported in iRent Manual Invoicing When committing a manual invoice that wasn t created in the same period a warning message is displayed asking the user if they want to continue Version 6 47 Order Processing Module issue with Job number There was an issue when if a delivery is processed and then another delivery for a different job is added and processed immediately after iRent gave a Job Number is empty after requery message In this case the delivery screen needed to be exited and started again in order to complete the processing of the second delivery You now no longer need to exit the delivery screen to process the second and any subsequent deliveries Not ready yet Automatic Application shutdown A new application has been created to allow the remote shutdown of iRent on a network To shutdown an iRent session you just need to change the Quit field for the appropriate iRent session s and that session will shutdown in 10 minutes The count down time defaults to 1
11. ersion of iRent we recommend that you do NOT use the Location field in the job screen Future versions will make this field obsolete In iRent 6 41 the Delivery Return History Table report and the Basic Job Balance report Shows the Customer Name Job Description Site Description and Address Future versions of iRent will continue to remove Location from reports showing job information Sericon will welcome your feedback regarding this Version 6 40f Added a new option to the stock reports menu Inventory Value Reports This generates three new reports gt Item Value on hand gt Item Value out on jobs gt Total item value Version 6 40e Enhanced the Current job balance detail report to enable it to be exported to an excel spreadsheet or a comma delimited file Version 6 40d The order processing module s Back Order System has been enhanced to correctly handle changes to picking slips tickets If the user changes the quantities on a pick ticket the quantity allocated in the Back Order System is also updated Added a new field freight to the base table for tickets dockets and slips This means that freight charges can be displayed on delivery and return tickets Version 6 40c Enhanced Order Processing Module to allow return tickets to have a different layout to the delivery tickets Version 6 40b Fixed problem with the End Of Month Process invoices option
12. fy your custom sales invoice layout to include a sale discount line In the case where there is a discount on the rental amount the GST calculation now reports the correct amount Pending Orders report In the Order Processing Module the Print Pending Orders report located under the Online dockets tickets menu has been enhanced to allow pending returns to be reported as well as deliveries for which the user did NOT enter the date required Delivery and Return Dockets Tickets In the Order Processing Module the preview option for delivery and return dockets tickets now maximizes automatically After processing a return the process button now appears dimmed and becomes unavailable for that return Previously it was available and when clicked it would alert the user that This return has already been processed Corrected an issue when returning an item that was not part of a job If the return is entered saved but not processed and then another return for the same job and item is made but this time it is processed iRent displays a message asking the user to Find that reference number again Job Discounts The job discount screen has been removed from iRent because it is no longer used This screen was located under the Customers Jobs menu Job Discounts option Version 6 41 Delivery Dockets Tickets Speed Increase The delivery return docket screen in the Order Processing Module has been enhanced
13. iRent v7 50 16th March 2007 Martech Scaffold Software Solutions www scaftech com iRent Upgrade Information Version 7 51 Not generally available until October 2007 Site Messaging Alert System The job screen has been enhanced with additional fields The Job Delivery Notes memo field will allow the user to include Job Notes in the job screen These notes can be made to appear as a useful Alert message at the time of delivery The Show Delivery Notes checkbox can allow the user to control whether or not the message appears at the time of the delivery If this check box is ticked the notes will always be shown when adding a new delivery for that job If this check box is off the notes will not be shown The Job Delivery Hold checkbox can allow the user to prevent deliveries to a specific Job If this checkbox is ticked Deliveries will not be allowed to this Job If the Customer is on hold then the Customer is on hold message box is displayed followed by the Job Notes if any followed by the Job on hold message box if applicable The size of the font for the message has been increased for the Customer Hold function and the same font is used for the Job Hold function Version 7 50 New opening screen design The main login screen has been redesigned with new Scaftech logo s and icons End Of Job Auditing When running an End Of Job various critical changes to job related details are now audi
14. ion 6 45b End Of Job enhancement The end of job process has been enhanced to consolidate deliveries and returns before generating disposals and adjustments The flow of the process has also been streamlined Back order screen enhancement The back order screen has been enhanced to prevent duplicate stock item codes Version 6 45a Fixed the issue with the End Of Month customised invoices not displaying the stamp duty description correctly Version 6 45 Setup Users In the User Details screen located under the Setup Utilities gt Users menu option the wording of the Full Access button has been changed to Full Access To Current Branch The functionality of the button hasn t changed Internet Remote Support This version of iRent includes an internet Support facility This is a shareware application VNC and is automatically installed with this upgrade Integrity Check Process iRent now prompts you to run the Integrity Check process every three days Setup Invoice Method In the setup screen Job Defaults page the Invoice Method option is now only editable after the Edit button is clicked Also the following options for the Invoice Method have been removed Contract Method 1 Contract Method 2 Contract Method 3 and Contract Method 4 Setup Ticket Docket and receipt numbers In the setup screen Delivery Docket page editing of ticket docket and receipt numbers has been disabled Stock
15. n when importing a parts list from iScaf or a Quote and cancelling the process the first stockcode now checks if the word that was typed in ISCAF QUOTE or ALL is still there and alerts the user to change it to a legitimate Item Stock code before saving Version 6 46 Enhanced Job to Job transfer In the Order Processing Module the Job to Job transfer process has been enhanced to allow negative quantities to be transferred This feature allows you to create and manage a holding job s to better control your inventory Delivery and Return Screens item list row highlighted In the Main and Order processing modules the current row in the list of items is now highlighted Delivery Screen Automatic Stock Item list The order processing module s Delivery screen has been enhanced to allow a predefined stock item list to be automatically displayed This new feature could really save you some time during data entry as stock codes don t need to be entered or searched for With the iRent Order Processing module create a docket as you would normally For the first Item stock code during your data entry type in ALL as the part number This will list the Stock Item s from a predefined file Enhanced iSCAF iRENT Interface The iScaf quotation import into iRent has been improved Within the iScaf program you need to create an export file for the drawing In the iScaf program run iQuote as you would normally Click
16. n you click on the Process Invoices button the message In a multi user environment has been removed Version 7 30 Process Invoices iRent now has the option of a Site Range when processing invoices Manual Invoicing For sale items the inventory quantities are not updated until the invoice is committed Previously they were updated when the invoice was saved As a feature rental items still do not update inventory quantities Please see the User Manual for a full explanation After committing a manual invoice the Delete button was previously left enabled It now gets disabled so that committed invoices can not be deleted Version 7 10 Cost Of Sales report This new report gives the cost of all sales from the Manual Invoice screen It allows any date range and you can select to report by Invoice Number or Customer It is located under Reports gt Stock gt Cost Of Sales Report Auto Processing of Advanced Contracting Invoices Advanced Contracts can now be automatically invoiced The Advanced Contracting Job Costing screen allows you to mark a contract job as Auto Process You also have the option of billing the first period in advance This new option is located under the End Of Month menu Version 7 00b Manual Invoice sales tax When there is a discount on sales the sales tax is now calculated on the discounted amount and not the full amount Version 7 00a Job list report now correctly filte
17. nced this report to give users the option to include a column for the rental rate of each item This report now correctly displays the site details Delivery and Return Screens item list row highlighted enhancement In the Main and Order processing modules the highlighting of the current row in the list of items has been enhanced Setup screen job defaults page In the setup screen Job Defaults page editing of Assign JOB NO Automatically and Length of customer No within job has been disabled Setup screen invoicing page In the setup screen Invoicing page editing of Next Process Invoice Number Next Manual Invoice Number and Invoice Numbering Format has been disabled Job Screen fix When adding a new job where there exists a previous job for that customer and the previous job has had its customer changed the following error message was displayed Error 107 INSERT INTO TABLE This has been fixed List of Currently Logged in Users A new screen has been added that lists all users that are currently logged in to the iRent system This will help during month end and also when upgrading irent The option is located under the Setup Utilities menu in the main module Order Processing Module reports All reports in the OPM where the preview option is selected will now automatically maximise Delivery screen Importing a parts list In the Order Processing Modules delivery scree
18. rs on job status for the Print option Version 7 00 iRent User Manual The iRent user manual has had a major upgrade and is included on the iRent upgrade CD as a printable PDF document or Winhelp 2000 compatible document New Remote Control support software This new support exe program file can provide an easier method for Scaftech support staff to login to your computer using an internet connection This newer method of support will not compromise the security of your computer network and will only become active if initiated by you Delivery and Return tickets Description Field has been added When creating a new delivery or return you can now add a description for the ticket This extra level of detail can be useful to help track either a Scaffold Tag Number Location Cost Center or Work Order Description This also means that this information can be printed on the Ticket or used for other reports in the system The first report which uses this new field can be found at Main Module gt Reports gt Transaction Reports gt Job Transaction Value Report Advanced contracting invoice numbering When creating a new invoice for an Advanced Contracting job where the previous invoice has not been committed iRent now reuses the old invoice number instead of generating a new one Job Balance screen The Job Balances screen located in the main module under the Customers Job s menu pad has been enhanced to find exact matches when filt
19. select a preview without filtering e Update the version number on the main form to 6 40 OPM is still compatible with 6 30 e Modified the Quotation page of the Advanced contracting Job costing form to remove the Tax Included in quote field e The Current Invoice page of the Advanced contracting Job costing form has been modified to refresh after Compile is selected e Inthe setup form removed the GSTonTax field this is now handled at the branch level in the branch form Added a new field GSTonTax to the branch screen This replaces the same field in the setup forms control page The manual invoice form now calculates the labour tax correctly Fixed the problem with Record out of range in the Manual Invoice form Fixed the problem with Record out of range in the Advanced Contracting form In the job screen taxation details page changed Tax for repair to be Freight This allows freight to be taxed Tax on repair is now part of labour tax In the Advanced Contracting Job Costing screen Current Invoice page changed Hire Tax field to just tax e Inthe Advanced Contracting Job Costing screen increased the width of all amount fields e Make quotform GST tax compliant for sales and rent Version 6 30 The Return Count sheet now matches the same sort order as the Data entry return form Added the following new reports 1 Delivery Return History Table report This is available in the
20. te items that have a unit number The Stock ItemRates screen located under the Stock menu now has a Find Item button Modified the customer screen to add a discount and ratecode txt fields Modified the job screen so that when adding a job discount and ratecode default to customer screen values In the Order Processing Module the delivery return screen now displays items in the same order as the complementary yard return sheet in the Goods Inward screen Enhanced the Advanced Contracting screen to add the following new fields which can be used in customised invoices gt The original contract value gt The variations to date gt The Revised contract value This version now handles temporary files in abetter way Combined Job Balance report prints on some fields for some printers This has been corrected Global improvements have been made in the handling of temporary files in a multi user environment Added a button on the Items Rates screen to allow the user to search for individual prices for individual items The New fields Customer Discount and Rate Code have been added to the Customer Screen so the Job Screen now defaults to inherit the Discount and Rate from the Customer screen This is a payment claim made under the building and construction industry security of payments act 1999 nsw is now available in the advanced contract system when branch is set to NSW Licence Agreement updated in About Box
21. ted to an internal audit file Process date check The delivery and return screens in the Order Processing Module now checks the process date and asks the user to confirm if the date is more than 3 months before or after the date in the login screen This will help eliminate data entry errors with dates when entering deliveries and returns Copy items utility enhancement When copying items from one branch to another you can now select deselect all fields Manual invoicing enhancement When saving a manual invoice the inventory quantities do not get updated until the invoice is committed Stock Item master screen average cost The average cost field is now only enabled if editing and the Average Cost Manually Updated field is set to N Previously it was always editable Transport charges fix Previously if the transport charge was changed in the main module the original freight amount is charged in the next invoice run This has been fixed to charge the new amount iRent backup issue After running the iRent backup option if process invoices is selected there was an issue with the customer table which has been fixed Invoicing issue with SB ND items If you have a rate code that is flagged as Job Cost Rate then there is an issue with SB ND items in that they will appear on subsequent invoices This has been fixed so that they only appear once and only in the next invoice run Allocating over re
22. turns to other jobs on the same site When processing a return that has over returns that are allocated to other jobs on the same site there is an Update conflict message This has been fixed New Job Transaction Value Report This is a new report that lists the total hire value for every active delivery and return found in the main module This Report is located in Main Module gt Reports gt Transaction Reports gt Job Transaction Value Report Version 7 42 New quotations screen The quotations screen in the Main Module has been enhanced to include the following new fields Customer Code Email Fax Site Name Total Weekly Rate Notes The quote that it generates is now customizable Version 7 41 Delivery Return History Table report This report does not export directly into Microsoft Excel However it still exports to a comma delimited text file CSV and this can be opened in Microsoft Excel Added a message to let users know that this report is based on the Order Processing Module only and does not include Job to Job transfers Sales Analysis Reports Changed the To date of the date range to be the last day of the month Previously it was always the 30 day of the month Also customer and item codes are now in upper case The reports affected are End Of Month gt Sales Analysis gt Sales And Rental Analysis End Of Month gt Sales Analysis gt Stock Revenue Summary End Of Month gt Sales Analysis gt Stock
23. where 1 ticket docket wasn t being processed correctly Version 6 40a e Manual invoices now correctly handles adding editing and deleting e Advanced contracting now correctly calculates hire period three e Advanced contracting invoice has had the Stamp Duty moved to be just above the GST line e Fixed problem with Advanced contracting not reporting hire periods 2 and 3 correctly on invoices Version 6 40 Full tax compliance for Australia IRent now allows freight and labour to be taxed Australia QLD This is set in the job screen gt Taxation details page Each job can be flagged to have tax on any or all of the following rent freight labour It also handles the following tax options 1 GST can be included or excluded in the calculation of Stamp Duty 2 Stamp Duty can be included or excluded in the calculation of GST 3 No tax on tax option usual case This is set in the branch screen where there is a new set of option buttons that list the above options Manual invoices now fully comply with Australian Tax rules Process invoices now fully complies with Australian Tax rules Archived invoices Archived invoices now show the GST as a separate line This is located under the End of Month menu gt Archive Invoices gt Standard Plain paper The following fixes changes have been made e Corrected the spelling of Balance in the re rent form e Fixed the re rent report form so it does not produce an error when we
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