Tuesday, June 30, 2009

Roadmap update (end of 2nd quarter)

As we are in the last day of the second quarter, here is a list of the status of our primary target plus some last minute added items.

Done items...
Statements Exports
Support 64bit systems (x64)
Virtual Printer (Transaction Screen)
MKS DBISQL
Custom Reports
Wholesale Rate (Dealer Billing)


In the process
Arabic language support (expected to be done today)
SureView Integration - in the process (but paused)
Tech Module 2 (On Test, History view, Receipts) - waiting for protocol implementation.


New Items
Custom Dropdown Search - initial Implementation
New MultiCompany Setup
DealerView
WebTech (Going to beta soon)

Tuesday, June 23, 2009

Custom Reports…

Out of the last blog entry (Roadmap update) I mention about custom reports, yet is seems not to be clear what is involve on it. Here is a summary…

What reports are “customizable”?
Service Request form (all 3 types), Proposal (legacy and default format), Invoices (Full and summary).

Is there any pre-setup requirements?
There will be a new form called Custom Report that u need to give rights to users that will be updating those custom reports, everyone else will only run the reports (if they have rights to the respective form (invoice print, proposal, service request form). Also this modification will be available on Release 31 (minor version number has not been assigned since it depends on QA)

Where would those reports be accessible?
On it’s respective form (invoice, proposal, service request), you will see an arrow on the right side of the Print button, once the user click that arrow it will drop down with a list of custom reports (for that type) (see figure 1)

What can I customize?
Layout (move labels and data around, colors, fonts, remove fields out of the reports, add new labels, shape, lines, some other objects.

How many custom reports can I add?
About 2 millions… enough?

Can I email those reports?
Not in an automated way (yet), however u can save it to a pdf, and attach it to an email.



Figure 1

Thursday, June 18, 2009

Roadmap update (2nd quarter)

As we are near the end of this quarter, I'm doing some review for this quarter roadmap and the status of some of our projects.

Statements exports - Done, now users can export their statements to be printed by a 3rd party company.
Support 64bit systems (x64) - Keep in mind that is not intended to rebuild our software in 64 bit format, but to be able to run our software in Windows 64 bit systems.
Virtual Printer (Transaction Screen) - This has been implemented, plus the avility to run this program as a windows service and to see transaction on a secondary computer.
MKS DBISQL
- a more streamline version of dbisqlc.
Custom Reports
- Service Reques is done and tested, Proposal is done and currently on QA, Invoice should be done by next Wednesday.
Arabic language support (MKMSC toolbar)
- not done yet
SureView Integration
- in the process (but paused)
Tech Module 2
(On Test, History view, Receipts) - waiting for protocol implementation.
Wholesale Rate
(Dealer Billing) - done


note: some other development has move to a higher priority, DealerView, WebTech, MultiCompany setup, Winpack Interface, as many issues has been fixed during this quarter.