Team for Windows Release Notes
1.85g 16/08/2010
NEW. Filter on Invoice Printing report to allow printing of invoices only, credit notes only or all.
FIX. The category drop-down on Recurring Purchases screen listed each category twice.
FIX. Invoice Printing report ignored number of copies set.
NEW. Bin Location Check report has an option to show only negative levels.
FIX. After exporting a report to file, the “Processing” box remained on the screen after closing the preview window.
FIX. Miscellaneous Purchases using the “Pay Now by Other Method” option could put payment into the wrong Cashbook account if set to use default accounts without prompting.
NEW. “Delete Held Invoice?” prompt now defaults to No to avoid accidental deleting of invoices.
1.85f 22/07/2010
FIX. On searching for a Purchase Order, viewing the details with F6 displayed the wrong header information.
NEW. TWM waste management features added (
NEW. “Sell for zero?” warning on invoicing now defaults to “No” to prevent people accidentally missing the warning if they hit the enter key too quickly.
FIX. Euro symbols were not displaying correctly in PDF files exported from Team.
NEW. COD flag on Customer Details can now be set when creating a new account, even at depots that would not normally be able to change the COD status. This allows new COD customers to be set up at branches without having to wait for the details to transfer to Head Office.
FIX. Invoice balance write-off feature on Account Payments screen did not work for a balance of one penny/cent.
FIX. Reminder reports did not work properly when “MOT due on (by invoice)” was selected.
1.85e 06/07/2010
FIX. Setting Cashbook Default Bank Accounts to “computer specific settings” stopped Petty Cash payments from working properly.
FIX. Stock and Performance Overview report was including quotations and held invoices in sales totals.
FIX. Insurance invoices did not update customer’s balance on Customer Details screen.
NEW. Team log file moved into data directory, and is now included in the backup.
FIX. Pressing F4 from main Team logo screen (instant Quote and Stock Search) did not always work after closing invoicing.
FIX. Price Update did not set Manufacturer or Supplier.
NEW. Advice Notes can now have the number of copies and print headings set separately from invoices. Useful if they are printed to a different printer with plain paper.
1.85d 07/06/2010
NEW. Extra analysis field added to Customer Details. This can be set up with a pick list similar to the customer source (Options->System Setup->Customer Analysis Codes). At present this is only used by the Aged Debtors report, but may be extended to other reports in the future.
NEW. “Block Accounts in Debt” parameter can now be set to “T” for “Terms”. This will display the aged debt warning on creating an invoice for a customer who has overdue balance over their payment terms. Unallocated credit notes or payments are taken into account and always assumed to be taken off the oldest debts.
FIX. Date tolerance warning was causing problems with completing reloaded deliveries.
NEW. Aged Debtors report now has the option to order by name.
NEW. Customer Statement Print can be ordered by name.
FIX. Gross value on VAT-exclusive invoices generated by Picking Lists was incorrect if some of the goods ordered were not in stock.
NEW. Heading on quotes can now be turned on or off independently from invoices.
1.85c 18/05/2010
FIX. On Account Payments screen, clicking on scroll bar while editing amount to pay caused an error.
FIX. Stock adjustment deliveries had VAT added even if supplier was VAT exclusive. Didn’t really matter because they are all internal transactions anyway, but made reports look messy.
NEW. “Fax 2” changed to “
NEW. When printing a live invoice it is now possible to select both print and email. Selecting email still deselects print but it is now possible to reselect print after that.
NEW. Adjust VAT on purchases now defaults to the VAT Rate 1 box (the most likely to be edited).
NEW. Sales Performance Graph now includes data from archived (purged) files if necessary.
FIX. Rules for Stock Only Transfers tightened up to avoid problems with duplicated stock codes. Branches involved in stock only transfers can no longer change or delete stock codes – this must be done at Head Office. New stock codes may still be created at any branch, and will transfer to the others.
1.85b 28/04/2010
FIX. Amount Paid figures were incorrect on Invoice Details report when run for a foreign currency.
NEW. Team updated to use newer release of the postcode lookup software, which is compatible with 64-bit Windows. Note that if you are using postcode lookup you will need to install the new version before it will work with this release of Team (there is no charge for this update).
NEW. Pay COD on Deliveries parameter can now be set to N (none), P (petty cash only), O (other only) or Y (both).
1.85a 19/04/2010
FIX. Order by Due Date did not work properly on Reminder Listings when run for “MOT by both”.
NEW. Hide Stock Codes parameter (Company Details->Invoice Setup 2) can now be set to “A” for ask. Team will then prompt you whether to show stock codes each time an invoice is printed.
FIX. Pay Now (with other payment type) did not work on Miscellaneous Purchases.
FIX. Prompt to recalculate overriders when customer changed on invoice or quotation would appear even if no items had been added to the invoice yet.
NEW. Outstanding Balance By Month report on Customer Reports menu. Shows the total outstanding balance per customer in each month over a date range. The balance includes any outstanding invoices, adjustments and payments.
FIX. Problem with currency symbol in emailed invoices. If Team was set up to print a pound sign for dot-matrix printers (ASCII character 156) it caused problems when emailed or faxed, because these methods use the Windows character set (which has the pound sign in a different place). The system now checks for this and inserts a Windows pound sign where needed.
FIX. Auto-add stock codes on invoices was slow on networked systems.
FIX. Auto write-off adjustments created from Customer Payments screen had the wrong sign.
NEW. F6 to view stock lines from Load Purchase Order list.
1.85 10/03/2010
NEW. Option on Customer Details to mark customers as “potential bad debtors”. The Aged Debtors report can exclude these accounts, or list them exclusively.
NEW. POP Back Order report has the option to order by stock code.
NEW. Automatic setting up of
database engine parameters to avoid problems with running multiple instances of
Team applications on
NEW. “Pay Now” option on deliveries. Similar to the “Pay COD” but allows selection of payment type and prompts for a reference. “Pay COD” is still there for quick petty cash payments.
NEW. Price Check report has option to include all categories.
FIX. “See Customer Notes” showed on invoicing screen when notes contained only spaces. Now ignores spaces.
NEW. Improved export to file from report preview.
FIX. Date on Cash-up screen would reset to current date if Team program lost focus.
FIX. Reprinting historical (purged) invoices would fail if payments had not been purged as well.
NEW. Second stock description line now prints on quotes as well as completed invoices.
FIX. All In Price search column sometimes picked up wrong VAT rate for auto-added items.
NEW. Vehicle/Customer History report can now look in purged data.
NEW. On reloading a delivery, list of deliveries can be filtered to show only held deliveries by pressing F5.
NEW. Fitter Performance report now shows full fitter name on subtotal line instead of just initials.
1.84h 01/02/2010
FIX. Opening and closing levels on Stock Movements report were not always accurate.
FIX. Exchange rate fluctuation adjustments in multi-currency systems had incorrect sign, so reconciliation report did not balance. This update fixes any existing data as well as removing the problem.
NEW. Aged debt popup now shows customer payment terms.
NEW. Aged debt popup can be displayed anywhere in an invoice or on the Customer Details screen by pressing Shift-F5 (same as on the invoice header).
NEW. Run Sheets can be set to print automatically (or not) after creating, without showing the prompt.
NEW. Run Sheets can be generated for multiple vans at once (select multiple vans with space bar).
FIX. Previously unallocated allocations that had then been reallocated could not be unallocated again.
FIX. Emails sent from Team appeared empty in most email clients if they only included plain text (i.e. if the HTML is empty).
1.84g 13/01/2010
FIX. Sales Performance Graph was not working properly.
FIX. Customer Target Shortfall report could show wrong figures for some customers.
NEW. Full fitter name can be displayed on Fitter Performance and Fitter Breakout reports when run at Head Office (by default only the initials are shown at HO in case the same ones are used at more than one branch). If your Head Office copy of Team has all fitter names set up, you can set it to display the full name in Options->System Setup->Parameters->General Settings 3.
NEW. Price List report can now be run for All Categories or All Tyre Categories, as well as for a single category.
NEW. Customer search shows full address at end of line, in case customers are hard to tell apart from just the first address line.
NEW. Customer Mail Merge report can now be filtered according to aged debts.
NEW. Mail Merge from Reminder Labels report now has the option to include the vehicle description as well as the registration. Note that this may generate duplicate lines for the same registration if the description is not consistent.
NEW. Mandatory Order Number on invoices can now be set per customer. The default parameter setting (System Setup->Company Details->Invoice Setup) is used unless overridden on the Customer Details settings.
NEW. A tolerance can be set to give a warning if invoice or delivery dates entered are more than a given number of days before or after the current date. This can be useful to catch mistyped dates. Set the parameter to -1 to disable the check. See Options->System Setup->Parameters->General Settings 3.
FIX. Keep Held Invoice Date on Completed Invoice parameter was not working properly.
NEW. Manufacturer’s Unique Reference can now be included on the Retail Adjust popup for easy editing during deliveries. On General Settings 3 parameters page.
FIX. Empty pages were sometimes produced by Stock and Performance Overview report (no data was missing, just a waste of paper).
NEW. Stock and Performance Overview report has the option to include the current month’s sales figure (so it shows the previous five whole months and the current month instead of the previous six whole months).
FIX. Problem with Team occasionally hanging on startup when certain other applications are running (e.g. Java Updates) is now fixed.
1.84f 15/12/2009
NEW. A new invoice can now be saved as a quotation from the F6 held invoice options. Useful if you are part way through an invoice and the customer changes their mind.
FIX. Pressing the TAB key while editing a payment amount in Customer or Supplier Account Payments caused Team to close.
FIX. VAT rate
display not updated on Misc Purchase or
NEW. Automatically adds the Irish VAT rate change from 21.5% to 20% on 1/1/2010.
NEW. Graphs now have option to select sales type (All, Cash, Account, Cash and Account or Internal).
NEW. Backup now allows you to select an alternative drive even if the default drive exists.
1.84e 11/12/2009
NEW. Stock and Performance Overview report. Shows stock levels, reorder information, last costs and sales performance in past six months for a range of stock. Useful when making decisions about what to keep in stock.
NEW. Customer Turnover reports now show only the local site’s data in a multi-branch system (unless run from Head Office), to bring them into line with other reports and avoid confusion.
NEW. Customer Source Count report now has the option to take the source from the invoice or from the customer details.
NEW. Vehicle Registration search on Customer History report can now be set to show only the newest description for each registration. This is optional and must be enabled in parameters (General Settings 3 page).
NEW. Held Invoices can be assigned a status, and are then displayed with coloured shading on the held invoice selection list. Statuses are set up in Options->System Setup->Held Invoice Status. The status of a held invoice can be changed from the “select held invoice” list by pressing F7, and optionally on saving held invoices (parameter on the General Settings 3 page).
FIX. Could not print held invoices without prices if VAT breakdown was on.
FIX. Irish VAT Return report would sometimes miss the first transaction in the date range.
FIX. Average price calculation was wrong on Detailed Customer Performance report.
FIX. Sales Summary amounts for foreign currency invoices were wrong until Correct Sales Summary was run.
1.84d 23/11/2009
FIX. “Keep held invoice date on completed invoice” and “Held invoice date updated after editing” parameters could conflict with each other in certain combinations and cause unexpected dates and times on invoices that are put back on hold.
NEW. Customer margin target on Customer Details.
NEW. Customer Analysis Month on Month report extended to show performance figures relative to customer targets (as percentages).
NEW. Customer Sales Export now includes Invoice Number and Registration.
FIX. Loading held invoices from Fitter Booking Sheet was broken.
NEW. Option on Stock Movements report to include items with no movements in the given date range.
NEW. Graphs now show data from local branch only in a multi-branch setup (except at Head Office, where it is selectable), to bring functionality in line with other reports.
FIX. Could not export a reprinted remittance advice to file from the preview.
NEW. If the customer is changed while editing an invoice and either the old or new customer have price overriders set, the system will prompt to reapply the overriders.
NEW. This update will automatically set up the UK VAT change back to 17.5% for 1st January.
1.84c and TeamTran 1.84c 23/10/2009
FIX. (TeamTran) Last contact date with branch is now set after importing the data from each branch, rather than immediately after receiving it. This is to prevent problems with gaps in the data if the transfer should fail or be interrupted after receiving the data but before importing it. Now the missing data will be requested again at the next transfer, rather than being assumed to have been imported.
FIX. Record locking issues with reloading held invoices. In some cases it was possible for more than one person to edit the same held invoice at the same time, causing problems when saved.
NEW. Automatic Aged Creditors report run by TeamTran after a successful transfer is now run for all purchases rather than confirmed only (more useful for problem tracking later).
NEW. Supplier name now shown on printed Purchase Orders, as well as the supplier account code.
FIX. Editing VAT on a delivery via the “Adjust VAT” button did not display the Net value (all shown as zero). This also affected the display total on the main delivery screen in the background, although it was only a cosmetic problem (the correct figures were still stored in the purchase files).
NEW. Outstanding Invoices report now has the option to show COD invoices only.
NEW. Monthly Sales Target box added to customer account details.
FIX. Existing Quote Warning is now not triggered for anonymous cash customers.
NEW. Car Tyre Search has been changed to assume Width and Diameter are given if only five digits entered, even with diameters over 19”. For example, searching for 18426 will now take 184 as the width and 26 as the diameter, in the same way as it does with 15513. If you preferred the old behaviour (assume the Profile is given if over 19 – so 15570 would take 155 width and 70 profile) it can be changed back by setting a parameter, but we think the new way is more useful in most cases.
NEW. Pressing Ctrl+Return on the first line of an address will move lines down and leave the top line blank (if there is space). Useful after a postcode lookup if you need to enter a house or farm name rather than just a number.
NEW. Extra option “Other Details” on stock query menu (F8), showing various useful information about the stock item.
NEW. Price Check report now shows third selling price (price C).
NEW. Price Check report can show special web prices (only if web ordering enabled in Team).
NEW. Customer Sales Target Shortfall report. For identifying customers that have not made their sales targets.
NEW. When attaching a held invoice to a job on the Fitter Booking Sheet, there is now an option to insert the customer and vehicle details into the text.
1.84b and TeamTran 1.84b
FIX. Account Payments report did not show the customer type selection (internal/external) on the report, so it was not obvious what was listed.
FIX. TeamTran did not set Stock Master settings in local branches of Team.
NEW. End of Day Details report now has totals per invoice and a VAT column. Note that the VAT column is not on the dot-matrix (text only) printer version of the report (there is no room to fit it in).
FIX. Editing a cash customer’s details through the invoice screen was not sending the changes to other branches.
FIX. Team did not work with some new HP printer drivers.
NEW. Load Index and Speed Rating are now shown on a printed Purchase Order.
NEW. Improved deletion of van runs.
TeamTran 1.84a 02/09/2009
FIX. On a new installation the transfer could fail to run because of a null field in setup file.
1.84a 01/09/2009
NEW. Invoice Printing report can be run to screen (useful if you want to export or email the report).
NEW. Customer/Vehicle History report can be run with both customer and registration left blank, to list all invoices within a date range.
NEW. End of Day Details report. Like End of Day Summary, but shows every stock line of the invoices separately.
NEW. Unique Reference (Registration) can now be hidden on the invoice if required (same as other invoice header fields).
NEW. Van Run Drop Listing report added to van run features on stock menu. Lists all customers on a chosen van run in drop order.
1.84 and TeamTran 1.84 20/08/2009
FIX. Changing stock locations from POP screen did not work properly.
NEW. Top Sellers report can be set to list the popularity of tyre sizes (e.g. 175/65 14) rather than individual stock codes.
NEW. On the Account Payments screen, the “reference” field displayed for invoices is now taken from the order number, which is more useful than the held invoice number that was shown previously.
FIX. Cursor skipped over Received field on reloaded part-delivered POPs.
FIX. Unallocate function could not unallocate a payment from a debit adjustment.
NEW. Transfer checks that all branches are using the same version of Team and TeamTran before importing data, to avoid nasty problems when one branch forgets to update.
NEW. Head Office is able to control Level 6 password at depots through transfers. This has to be enabled in TeamTran. All depots will be set to have same level 6 password as Head Office.
NEW. When a cash customer held invoice is reloaded, the system will now remember if it was set as VAT exclusive. Account customer invoices still check the customer setting as before.
NEW. Purchase Details report has option to filter by “stock code begins with”.
NEW. Search columns can now include prices at other branches, using codes such as SELLA0002.
NEW. Utility to merge all held invoices together leaving just one for each customer.
NEW. Invoices can now be emailed directly to the customer without having to use invoice reprint. Tick the email box on the payments screen (or press Ctrl-F8). Email features must be set up in Team to use this.
1.83j 28/07/2009
FIX. Petty Cash VAT sometimes not appearing on VAT return report until Team updated.
FIX. Realoading a Purchase Order where the first line had been delivered caused the keyboard to respond oddly.
NEW. Discount column on invoices can now show fractional percentages. The system will fit as much as possible in the 4-character column, dropping the % symbol if necessary. For example, 100%, 50%, 25%, 7%, 7.5% will all show as normal including the sign; 10.5%, 1.25% will drop the % sign (show as 10.5, 1.25); 10.25% would only display 10.2.
NEW. Invoice Printing report now has the option to include invoices from historical (purged) data.
NEW. Any report can be emailed by clicking the email button at the top of the report preview (print to screen). This requires the email features to be set up in Team.
NEW. VAT Calculator available in Miscellaneous Purchases.
NEW. Warning on Fitter Booking Sheet if a moved job overwrites an existing one.
NEW. Reminder Listing report can be ordered by due date.
NEW. Sales Performance report can be filtered by sales type (Cash/Account/Internal).
1.83i and TeamTran 1.83i 06/07/2009
FIX. Purchase Orders taking a long time to load.
FIX. Unallocate utility not recognising numeric account codes unless leading spaces typed manually.
NEW. It is now possible to undo multiple allocations at once with the Unallocate utility. Select multiple rows by holding Ctrl and clicking with the mouse, or use F7 and F8 to select all or none.
NEW. Auto-backup command line parameter can now be extended to include the drive letter (e.g. /BACKUP_F for drive F:) If the selected drive does not exist, the normal backup to the data directory is still done.
NEW. Utility to put accounts on stop based on overdue invoices. On customer menu (On multi-branch systems, this feature is only available at Head Office).
NEW. Customer/Vehicle History report now shows net unit price for each stock line.
TeamTran 1.83h
16/06/2009
NEW. SkipReports switch added to [Preferences] section of TeamTran.INI to stop it calling Team to run reports after transfer if needed (for compatibility with Windows Server 2008).
1.83h 02/06/2009
NEW. Price List report can be filtered by “stock code begins with”.
FIX. “Last paid” information on aged debt popup not working.
1.83g 27/05/2009
NEW. Speed optimisation of stock search.
NEW. Outstanding Invoice report can be filtered by sales type (cash/account/internal).
NEW. Customer Adjustments report has option to show only unallocated adjustments.
1.83f 26/05/2009
FIX. Customer Turnover 2 report source filter not working properly.
NEW. Some speed optimisation on invoicing.
1.83e 18/05/2009
NEW. A password can be set to control access to all areas of Team showing transactions in expense categories.
1.83d 12/05/2009
FIX. Tweaks to postcode lookup to format some addresses better.
NEW. New report, Sales Summary by Customer Type. This shows the sales figures (like the top part of the normal Sales Summary report) for each of the four customer types (by default: Retail, Trade, Wholesale and Other).
NEW. Customer Performance report has option to specify customer source.
NEW. Customer Turnover 2 report has option to specify customer source.
NEW. CSV export of sales details, including customer addresses and postcodes. See “Exports” at bottom of Reports menu.
1.83c 29/04/2009
FIX. TRACS waste management category was not taken from TEAM category on creating new stock code.
FIX. TRACS category description was being clipped on category setup and stock details screens.
FIX. A loophole has been closed where it was possible to open Account Payments for the same customer (or supplier) in multiple copies of Team at the same time and double-allocate payments.
FIX. On the Cashbook Bank Accounts screen, pressing F7 to calculate current balance was not displaying the correct balance.
NEW. Support for multi-tray printers.
1.83b 06/04/2009
FIX. Sales Performance Profit graph was showing wrong figures.
NEW. Company name on invoice header made slightly larger on laser/inkjet printers.
FIX. Ability to save an empty held invoice was broken.
TeamTran 1.83a
30/03/2009
FIX. Stock at Other Branches levels were not allowing for automatic internal stock transfers if Head Office was not set up for auto-deliveries.
1.83a 27/03/2009
FIX. Heading of reprinted invoices was printing underlined instead of wide if using Generic/Text-Only printer driver.
FIX. Load Index field made wider to accommodate truck tyres with double load index.
FIX. Supplier Account Status showed “CurrencyNameLabel” under total balance for base currency accounts.
NEW. Vehicle description added to load invoice/quote screen.
NEW. Some wording on invoices made less ambiguous. “Date” at top changed to “Printed” so people don’t think it is the invoice date, and “Amount Outstanding” changed to “Invoice Balance” so people don’t think it is the whole account balance.
FIX. Unallocate utility now hides allocations that have already been cancelled, to avoid problems caused by unallocating the same thing twice.
FIX. On the Parameters->Multibranch settings screen, clicking Save then cancelling the save would set the branch type to Stand-Alone regardless of the previous setting.
FIX. Recurring Invoices not working properly with live prices.
NEW. Option to set the title of printed held invoices to “Job Sheet” instead of “Advice Note”.
FIX. Postcode lookup did not format address properly in some cases.
NEW. Ability to delete kits from Kit Details screen.
FIX. Editing pre-defined comments would not save edits unless the cursor was moved off the edited record.
1.83 and TeamTran 1.83 18/03/2009
NEW. VAT can now be adjusted when creating a delivery from a purchase order, in case the calculated VAT does not match the supplier’s paperwork.
NEW. Better handling of VAT changes. The system now holds a list of dates and VAT rates, so VAT rate changes can be entered as soon as they are announced (with a future date). When calculating VAT, the system uses the appropriate rate for the date of the transaction. When auto-crediting an invoice, the rates from the old invoice are used. If you need to force the system to use alternative VAT rates on an invoice or delivery (such as when manually crediting an old transaction), press Ctrl+Shift+R to pick the VAT rates.
NEW. Recurring Invoices feature added. Useful if you want to bill a customer regularly for the same amount. Selling prices and cost prices can be either live (i.e. use the current values at the time of generating the invoice, as if it had been typed in live) or fixed.
NEW. Customer query menu now has option to list held invoices.
NEW. Supplier purchase query has option to filter held invoices.
NEW. TRACS reports updated to latest requirements.
NEW. Postcode lookups now integrated into Team. Type a postcode on the first line of an address, or in the postcode box of an address and Team will fill in the address. The cursor is left at the start of the first line ready to enter the house number. This feature requires the separate postcode lookup software installed and licensed. Please ring the Team helpdesk for more details.
NEW. Customer Performance Month on Month report now has the option to break out a customer source instead of a fitter.
NEW. If you are using the “existing quote warning” feature, when you select “use price” on an existing quote, the quote is deleted.
NEW. Option to turn automatically-deleted expired quotes into lost sales.
1.82a and TeamTran 1.82a 16/02/2009
NEW. Outstanding Invoices report can be run for a single branch from Head Office.
NEW. Allocations of adjustments can now be viewed from customer query menu.
FIX. Bits of the VAT breakdown fields were visible on priced delivery notes.
NEW. The warning for reusing existing invoice/order numbers on deliveries now shows the date of the existing delivery.
NEW. The warning for reusing existing order numbers on invoices now shows the invoice number and date of the existing invoice.
NEW. Graph screen now has the option to turn off the 3D effect. Some graphs may be clearer using a 2D display.
FIX. Could not delete a customer if casing tracking was being used and that customer had a casing logged.
FIX. Hidden fitters still appeared on calendar screen.
NEW. Unallocation facility added, on Options->Utilities menu. To prevent potential over-use of this function causing problems you will need to get a password from the Team helpdesk if you need to undo an allocation.
NEW. Stock search can be filtered by category.
NEW. The live web update facility now has options to output only certain categories and/or price bands. Set the live web update flag in category or price band screen. On Parameters screen, general settings 3 page, set the “include in website update if” parameter to one of the following: C (category must be set to update); P (price band must be set to update); B (both category and price band have to be set); E (either category or price band must be set).
NEW. Line graph of sales by category over the past year. Multiple categories are plotted on the same graph so trends in relative performance can be seen.
FIX. Account Payments report not showing correct branch title if run from Head Office.
1.82 26/01/2009
NEW. Quotations added to F8 stock query menu.
FIX. Adding a customer to a van run through the van run drop order editor caused a key violation error.
NEW. Alternative Sales Summary report for multicurrency systems. Prints one page per currency, or just a single currency if a currency is specified. Figures are in the respective currency.
NEW. Stock Card query now includes all history of stock item, even purged data.
NEW. Registration search from invoice screen now allows input of part registrations. To search anywhere in the registration (rather than just at the beginning), enter a question mark before the text. For example, AA would find any registrations starting with AA (AAB 123C, AA55 BCD etc) and ?AA would find any registrations containing AA (AAB 123C, BAA 123C, 555 AAB, AA55 BCD, BB55 AAC etc).
NEW. Invoice reprints can be sent to a different printer from live invoices.
NEW. MOT and Service Reminders can now be sent by email. Run the Reminder Listings report and select email at the screen/printer/email prompt. Emails will be sent to all customers with a valid email address. A listing or labels for remaining customers can be produced by running the report and selecting “Only include customers with no email”. Set up the email text in Options->System Setup->Email Setup.
FIX. IntraStat sales and purchase reports needed weight multiplied by quantity to give a more useful total.
NEW. IntraStat reports now by default hide lines with no IS Commodity Code.
NEW. TRACS sales and purchase reports added.
NEW. Email option on Held Invoices report. Mainly to be used if head office want this information from remote branches, as held invoices don’t transfer.
NEW. Invoice Printing report has option to print only invoices with outstanding balance.
NEW. Invoice Printing report has an email option. This will send selected invoices to each customer with a valid email address. If you are emailing invoices to go with a statement run, select a wide date range (set start date to well in the past, say 01/01/1900), select Outstanding Balance Only and Allow Reprints.
NEW. Pressing F8 on the Invoice Printing report options dialog sets the report up for sending invoices with a statement run.
NEW. Invoice Printing report has an option to include only customers with no email address (to save reprinting ones that will be emailed if you are using that option).
NEW. Special switch added to allow branches involved in purely stock-only transfers to edit stock and account codes (normally not allowed at a remote branch). This needs enabling manually by Team staff – not for end-users.
NEW. Invoice profit details can now be viewed from the customer invoice query.
NEW. Customer Account Listing report can be grouped by customer source.
NEW. Remittance Advices can be emailed. If the supplier has an email address, the system prompts for email or printer. If no email address (or emailing not enabled in Team), just goes to the printer as normal. Remittance advice reprints always give the option to use email even if no email address is in the supplier details.
1.81h 31/12/2008
FIX. Supplier Status report did not work if parameter set not to include recently paid invoices.
FIX. Deleting a held invoice did not update the stock level on the web if using the web queue feature.
NEW. Internal Movement Discrepancies report added to stock reports menu. Only available at Head Office. Compares internal invoices with corresponding deliveries and lists any mismatches by quantity, description or price. This report relies on the Invoice Number reference being filled in correctly when booking in the stock, and needs the internal stock transfer file (TStkTran) populated with internal customers, even if not being used for automatic deliveries (Please contact TEAM help desk for details).
1.81g 16/12/2008
NEW. Kits are now shown on the invoice screen with blue shading (darker for the kit header) to make it easy to see which lines are part of a kit.
NEW. Deleting the kit header will now delete the whole kit (after prompting). This is to avoid problems where “orphaned” kit lines could be left with no header, so no price appeared on the invoice for these lines.
NEW. Kits can now be edited after being placed on the invoice. Position the cursor on any line of a kit and press Ctrl-K to open the Live Kit Editor. The prices of the items are shown in the editor, but these are only used for relative pricing (of course, the prices will all be changed anyway to match the kit total price when the kit is completed, but the relative proportions will stay the same). This does not affect the actual definition of the kit, only the current invoice.
NEW. Kits can be set to “Auto-Edit”. An Auto-Edit kit will open itself in the Live Kit Editor to allow editing before placing on an invoice. This is useful for Servicing, for example, where extra lines always need adding to the kit at invoice time.
FIX. Maximised stock search window could be partly off-screen if Team window is not centred.
NEW. Parameter added to enable or disable existing quote warning.
NEW. Aged Debtors report shows subtotals per source if grouped by source.
1.81f and TeamTran 1.81f 08/12/2008
NEW. Account Payments report has option to show internal, external or all customers.
FIX. Payment Reference field on Account Payments report could sometimes get clipped.
FIX. Word-wrap on invoice REM lines was duplicating last word on line.
NEW. Ability to write stock level changes to a queue file for web site updates etc.
NEW. Customer Analysis Month on Month report has option to break out a fitter, showing the chosen fitter’s figures, other fitters’ figures and totals for each account.
FIX. VAT rates on reloaded held invoices were not handled properly after VAT change. Now the new VAT rates will always be used when the invoice is completed, unless using the “keep old held invoice date” parameter is set, when the VAT rates at the time of the held invoice will be retained.
FIX. VAT on auto-credited invoices was not correct if the invoice was raised with an old VAT rate and the user then edited the resulting credit note. VAT on auto-credits will now always be at the rate in force at the time of the original invoice.
FIX. VAT on invoices generated by picking lists was at the rate at the time of raising the original held invoice. The resulting invoices are given a new date by the pick list routine, so they should use the current VAT rates (tax point is the date of the invoice).
FIX. Supplier Remittance Advice listed transactions in a different order when reprinted. Now always orders by Date, then Reference (usually supplier’s invoice number).
NEW. Quick Quote feature added to invoicing screen. Pressing Ctrl-Q on a line of the invoice activates the Quick Quote popup, and creates a quotation without having to go into the Team quote screen.
NEW. The system can now be set to clear down old quotes automatically. The number of days to keep quotes is set in the parameters screen. Old quotes are deleted daily the first time Team is run on that day.
NEW. When placing an item on an invoice, the system will display a prompt if there is an existing quote for that customer on that stock item. The popup shows the date, time, quantity, price and the fitter who made the quote. If there are more than one quote on the system for the same stock code for that customer, the most recent one will be displayed.
FIX. Pre-defined Comments editor could be made to hang by scrolling down off the bottom of the list then trying to edit the empty item.
NEW. Prompt for saving quotations has been changed to make “print and save” the default option. This is to avoid users accidentally losing a quote if they press enter too many times.
1.81e 13/11/2008
FIX. Heading was not appearing on emailed statements if header was turned off for printing.
FIX. Customer Performance Summary report did not set condensed print when printing to a dot matrix printer through a non-generic driver.
FIX. Tab order on Customer Details screen was wrong.
FIX. Printing a held invoice directly after faxing or emailing one left the header enabled even if it is off by default.
NEW. Invoices can be set to show total weight of goods. This is enabled in Options->System Setup->Company Details->Invoice Setup 2. Make sure you have entered the correct weights on the Stock Details screen.
FIX. Stock Reorder by Group report was not working properly if certain options were selected.
NEW. Stock Reorder Group codes made longer (now max 16 characters).
NEW. Confirmation box added to “Tidy Calendar/Booking” option on booking parameters screen to help prevent it being run accidentally.
NEW. Deliveries and Returns report now has the option to select supplier type (internal, external or both). In a multi-branch system, it now only displays deliveries for the local branch, unless run from Head Office.
NEW. Heading can be turned off on Remittance Advice for users who use headed paper.
1.81d and TeamTran 1.81d 31/10/2008
NEW. On the invoice screen, comments for REM lines can be selected from a list by pressing F4 in the description box. Edit the list by going to Options->System Setup->Pre-Defined Comments.
FIX. Minimum Web Price and Special Prices in the stock file were being overwritten by values from other branches during transfers. These are now treated in the same way as other selling prices and only updated if controlled by Stock Master.
NEW. Intrastat sales and purchase reports, showing number of items, total value and weight for each Intrastat commodity code (for sales to or purchases from other EC countries).
NEW. Miscellaneous Purchases now default to “not for resale”, because this is the more usual choice.
NEW. Number of invoice copies can now be set independently for cash and account invoices. Note that this only applies at point of sale, or for single invoice reprints (the Invoice Printing report always uses the figure set for account invoices).
NEW. Stock Check report now shades every other line to make it easier to trace across. (Only on laser or inkjet-type printers).
NEW. Editing an existing delivery can be passworded.
1.81c 15/10/2008
FIX. Emailed held invoices (advice notes) did not have header if “print invoice header” is turned off in Team.
FIX. It was possible to leave the invoice date empty, which then created an invoice dated 1899.
FIX. Auto-credits did not work properly for invoices that had had the total price adjusted.
FIX. Was not possible to create line breaks using return key in notes editor on Customer Details.
1.81b and TeamTran 1.81b 08/10/2008
NEW. A new stock reorder report has been added that reports by groups, rather than individual stock codes. Each stock item can be assigned a group on the Extended Details tab of the stock details screen. These settings are per branch, and do not get transferred in a multi-branch system.
NEW. More obvious warning if attempting to re-use an existing invoice number on a delivery.
FIX. Account Payments screen was broken in version 1.81a.
1.81a and TeamTran 1.81a 25/09/2008
NEW. TeamTran at Head Office runs Aged Debtors and Aged Creditors reports after a successful transfer and saves them as PDF files for future reference.
NEW. Integer data type added to search column setup.
NEW. On the Search Column setup screen, columns can now be moved up and down the order using F5 and F6.
NEW. Maximum and minimum price fields on Global Price Change screen changed to be less ambiguous (they are now always based on the “based upon” field, and are now labelled to make things clearer).
NEW. Customer Details now has a second contact name, telephone and fax number. In a customer search by telephone number, both telephone numbers are searched.
NEW. Customer notes can be viewed and edited directly on the “extra details” tab of Customer Details screen.
NEW. A password can now be set to prevent users from changing the selling price on an invoice.
NEW. In a multi-currency system, values of invoices and payments are now shown in their own currency on most searches and queries.
FIX. Remittance Advice for foreign currency suppliers showed incorrect balance at foot of page.
NEW. Changing the date of an adjustment is now protected by the same password as invoice date and processing date.
FIX. Escaping from account payment amount box still prompted for bank account if cashbook enabled.
1.81, TeamTran 1.81, Launcher 1.81 15/09/2008
FIX. Problems with edited cost prices on foreign currency invoices.
NEW. Changes to the way Team handles deleted, changed and merged codes (stock, customer and supplier) in a multi-branch setup. These changes were implemented to make these features more reliable and avoid some associated problems. All deleting, changing or merging of codes in a multi-branch environment now has to be done at Head Office.
FIX. Verify Invoice Balances utility (on hidden admin menu) did not work for credit notes.
FIX. Team Launcher didn’t work if set to stay open after running Team.
FIX. Last Sold Price query on invoices always selected base currency value even when using a foreign currency customer.
NEW. Team can now keep the held invoice date when it is turned into a real invoice. A warning will be given if the new invoice is outside the current month. To activate this feature, see General Settings 3 page of the parameters screen.
NEW. Parameter added to force display of all pricing details on Margin Scheme invoices (details are usually hidden to prevent the customer from being able to calculate the cost price).
1.80j
FIX. Null values in Margin Scheme fields in purchases caused problems in VAT Return report.
1.80i and TeamTran 1.80i 15/08/2008
NEW. An additional email address has been added to customer details. Automated email statement runs always go to the first email address. Single emails allow the user to select from the two email addresses if both are present.
FIX. Some tweaks to Team and TeamTran to avoid problems if allocations are done after transfer, and help with some problems sending cost price from Stock Master after deliveries.
1.80h 07/08/2008
FIX. Foreign currency invoices showed wrong values on lines if printed at point of sale, although totals and later prints were correct.
NEW. Note added to foreign currencies screen to explain the exchange rates. It was not clear before which way round the rate should be.
FIX. Sales Summary report failed if “hide profit” parameter was set and “hide internal transactions” option was also selected.
FIX. Some new fields in the stock file (notably Load Index and Weight) could not be added to the search columns.
1.80g 23/07/2008
NEW. In a multi-branch system, cashbook reconciliation can now only be done at Head Office, except for local cashbook accounts which must be done at their own branch. This is to prevent problems occurring due to accounts being reconciled at more than one place.
NEW. When loading a quotation or held invoice, if the customer code has been entered, only quotes/invoices for that customer are listed.
FIX. If bin location shown on invoice it was overlapping the second description line (only on laser/inkjet printers – there was no problem with dot-matrix).
FIX. Miscellaneous
NEW. The auto invoice comments (Options->System Setup->Auto Text and Warnings) can now be set independently for cash and account invoices.
1.80f 11/07/2008 (NB: This version needs to be manually reindexed before use)
NEW. A warning is now displayed if a duplicate order number (for the same customer) is entered while creating an invoice.
NEW. Reminder Listing report now hides invoice details by default, so only one line is displayed per customer/vehicle. If you want the invoice numbers and values listed as before, tick the “show invoice details” box.
NEW. Stock at Other Branches popup now shows other branch’s selling prices, last cost, on hold and on order levels.
FIX. Problems with stock cost price if bought on foreign currency deliveries.
1.80e 30/06/2008
NEW. Margin Scheme invoices now only show the total. All net and VAT values are hidden.
FIX. When searching for a vehicle registration the account box would only accept six characters.
FIX. Global Changes templates did not load “based upon” field properly.
1.80d 26/06/2008
FIX. Reminder Listing report did not work if “check for newer invoices” was selected.
FIX. F6 Adjust feature on invoices was producing strange results with Margin Scheme invoices.
FIX. Account Payments report did not show invoice number for allocations if printed to a laser or inkjet printer.
1.80c 05/06/2008
FIX. MOT Reminder reports now allow for any stock codes in the MOT category starting with “MOT” when checking for newer invoices.
FIX. Extra checking added to Run Sheet and Picking List functions to avoid error messages caused by more than one user trying to use the file at the same time.
1.80b 27/05/2008
NEW. Annual option added to Recurring Purchases.
NEW. Invoice Details, Credit Note Details and Account Payments reports can be run for a single currency in multi-currency systems.
NEW. Invoice Details and Credit Note Details reports now show an invoice count at the bottom.
NEW. Change Calculator added to POS invoice payments. If the payment amount entered is more than the invoice value, the change due is displayed before continuing. To enable this feature, go to Options->System Setup->Parameters->General Settings 3.
NEW. Customer email added to mail-merge output file.
NEW. Extra text can be added to the email message when emailing reports from Team. Add the text {ADDITIONAL MESSAGE} (including the curly brackets) in your email message (in email setup) where you want any extra text to appear.
FIX. Kits did not always adjust to correct price.
TeamTran 1.80a
15/05/2008
FIX. Auto-Delivery failed if stock level became zero during transfer.
1.80a 23/04/2008
FIX. “Current Level Below” setting on Fast Moving Stock report wasn’t working.
FIX. Backdated deliveries now check for newer ones before updating the last cost in stock details.
NEW. Stock Level Adjustments screen now prompts for cost price if the current average cost of an adjusted stock item is zero. This avoids accidental creation of deliveries of stock at zero cost (a common mistake when setting up opening stock levels in a new system).
FIX. Paying deliveries COD caused an error.
1.80 09/04/2008
NEW. A new look!
NEW. IntraStat Commodity Code and Mass fields and TRACS Category added to stock details. Default Commodity Code and TRACS Category can be set in the category, which is then used for new stock items in that category.
FIX. Write-off feature on allocations screen was not updating the customer’s balance on the customer details screen.
NEW. Miscellaneous
FIX. VAT Calculator function was not rounding result, leading to some strange behaviour on invoices.
FIX. Customer mail-merge was missing a comma between the last two fields in the headings.
FIX. Team help now works on Windows Vista.
NEW. Tyre Load Index added to stock details.
NEW. Sales Performance Graph has the option to select the number of years to display (from 2 to 5).
FIX. Currency warnings could pop up after an aborted load of an old delivery.
FIX. Headings always added to invoices and statements when emailing, even if turned off for printing.
NEW. Multi-currency support added. Customer and supplier accounts can now use foreign currencies. Invoices and statements are printed in the account’s own currency. Aged debtor report can be run for a single selected currency. Please contact help desk for details.
NEW. Global Price Changes can be saved as templates for easy reloading later. It is also possible to flag these saved templates to auto-run after a delivery is entered, so they can be used to maintain “live” prices. (NB: If you want simple dynamic selling prices based on cost, we still recommend that you use Over-riders rather than auto-run global changes – unless your criteria are too complicated for over-riders to handle).
NEW. Remittance Advice now shows payment reference and payment type.
FIX. Net values of individual invoice lines are now rounded to the nearest penny/cent. This avoids possible problems with the invoice total appearing to be wrong when fractional quantities or discounts are used.
1.77b 13/02/2008
FIX. Balance write-off function on customer payments screen was broken.
NEW. New “other branches” search columns. Cost0001 (average cost) and LCost0001 (last cost).
NEW. Stock Details screen reworked. Web-only settings moved to a separate tab, only visible if web ordering is enabled.
NEW. Two new prices, “Special Price A” and “Special Price B”, added to stock details for web use. These prices can also be maintained through Global Changes and Price Changes screens.
FIX. Purchase Orders taking a long time to save over a network.
NEW. Price List and Stock Print reports have option to list only stock flagged as special offer.
NEW. Purchase Listing 2 report has the option to list only EC purchases.
NEW. Snapshot P&L report is now protected by the “view profit” password.
FIX. Some problems with recurring purchases fixed.
NEW. Aged Debtors report can be sorted by postcode. This uses the first two characters of the postcode, which is displayed next to the customer’s name.
1.77a 01/02/2008
FIX. Remittance Advice was not filtering properly and listing too many transactions.
1.77 (and TeamTran) 31/01/2008
FIX. “On Invoice” and “On All-In” flags of a new category were not initialised properly (could be left null [grey tick])
FIX. Lines on Price List report sometimes wrapped round, causing the report to over-run the page.
NEW. Extra option on detailed Customer Performance Report, “Itemised”. This lists each individual invoice number with dates, rather than only showing one line per stock code.
FIX. Adding extra lines to an old held invoice could leave the new line with no creation date, which could confuse some reports and picking lists.
NEW. Reminder Labels now allow for later entries that may affect the list. For example, if a vehicle has an MOT in June but actually comes in early and is invoiced for an MOT in May of the following year, then no reminder will be generated for June.
FIX. Entering more than one miscellaneous purchase consecutively for the same supplier caused a floating point error when using supplier payments screen later.
NEW. Quotation reference number is now printed on quotes that have been saved, allowing for easier lookup when the customer comes back.
NEW. Auto-Add stock lines on invoices can be disabled for internal customers or for certain customer types (retail, trade, etc.)
NEW. Petty Cash purchases can be flagged as For Resale.
NEW. Fitters can be hidden from fitter pick lists and booking sheet. This can be useful for fitters who have left but still need to remain on the system for reporting.
NEW. Emailing of quotations, advice notes (held invoices) and purchase orders.
NEW. Petty Cash, Purchase Summary and Stock Valuation reports now have the option to run for all branches in one click from Head Office. Saves running each report multiple times manually if you often print them for each branch.
NEW. Extra diagnostic features added to TeamTran.
TeamTran 1.76a 18/01/2008
NEW. Added manual import function to Head Office TeamTran, for support purposes (previously only worked at branch).
1.76a 10/01/2008
FIX. Customer adjustments were not changing customer balance on customer details screen correctly in v1.76 (although statements and aged debtors report were still correct).
FIX. Some unpaid invoices were showing status as “part paid” on statements.
1.76 (and TeamTran 1.76) 11/12/2007
FIX. Problems with putting insurance invoices on hold fixed.
NEW. Write-off feature on account payments screen. To write off the remaining value of an invoice (or adjustment or refund), press Ctrl+Page Down. This creates an adjustment and allocates it to the chosen transaction.
NEW. VAT Rate (%) is now displayed in all places where a VAT code can be entered. VAT rate can be picked from a list by pressing F4.
NEW. TeamTran at the branch end creates its own transfer subdirectory if using FTP, avoiding the need to do this manually on setup.
NEW. Global overriders can now be set up using a customer code of “*”. These apply to all customers, but overriders set up for individual customers take priority over global ones.
NEW. Invoice Printing report can be set to print in descending order.
FIX. FIFO cost calculations now look in purged historical data if very old stock is still being sold (i.e. where the relevant delivery has been purged).
FIX. Stagnant Stock report checks purged delivery data for old stock.
NEW. Number of quote copies can be set on Company Details->Invoice Setup.
NEW. In the Stock Reorder report, the “take held invoices into account” option now affects the sales figures options as well (including the “sold within date range”).
NEW. Reference codes on purchases (Invoice Number, Delivery Number and Purchase Number) have been increased to 20 characters maximum.
NEW. Invoices printed out with Driver’s Run Sheets are now sorted in drop order.
NEW. Customer Analysis Month-on-Month report has the option to show customer source.
NEW. Shift-F7 anywhere on invoice/quote screen for customer query menu.
NEW. Multiple pick lists can be generated at once by selecting multiple van runs from the list.
NEW. Categories can be flagged not to appear on the Van Status report (for things like wheel nuts that don’t take up much space, or service charges, etc.)
NEW. Stock items can be flagged as “special” on stock details screen. Special items are highlighted yellow on the stock search.
NEW. Fast-Moving Stock report.
NEW. Inter-branch web-based reorder can be run based on reorder levels, as well as on stock sold.
NEW. Sales Details report can be run for a selected customer type.
NEW. Customer Turnover 2 report can be run for a selected customer type.
NEW. Head-Office can create Price Update Files for other branches. This is done using the Quick Price Changes screen and selecting the branch.
NEW. Price Update files can contain Reorder and Maximum Level information.
1.75n
(customer-specific fixes, not widely realeased)
1.75m (and TeamTran 1.75m) 16/08/2007
FIX. Email functions didn’t work if message contained carriage returns.
NEW. Backup gives you a chance to select a different drive if the preset one doesn’t exist.
NEW. Stock Replenish feature ignores internal sales.
NEW. Team (and TeamTran) try to clear up any dead lock files before important operations such as backup, to avoid erroneous “Team is open” messages.
NEW. Weekly Van Performance report (only available if using the van runs features).
NEW. Warning given if insurance stock codes are not set up when attempting to create an insurance invoice.
NEW. Automatically runs customer search if an invalid customer is entered on the invoice screen.
NEW. Stock Master must now be selected in TeamTran, to avoid problems with more than one being set up.
Quick Fix 12/06/2007 (still 1.75i)
FIX. If set NOT to update date of edited held invoice, dates in invoice detail file were still being updated, affecting back-order function of picking lists.
1.75i 16/05/2007
FIX. Cursor could disappear from fitter box after “load existing held invoice” prompt on invoice.
FIX. “Default to load held invoice” parameter was working back to front (Y/N reversed).
NEW. Stock Check report has option to show “free stock” (level minus held) instead of stock on hold.
NEW. Miscellaneous Purchases screen warns of reused invoice and delivery numbers, in the same way as the delivery screen.
NEW. A list of stock codes can be set up to be excluded from the F6 price adjust function.
NEW. Customer Type Analysis report now has the option to show only one customer type, so the profit and margin figures can be seen for just this chosen type.
1.75h (and TeamTran 1.75h) 23/04/2007
FIX. Log file could be blocked after an unexpected shutdown of Team, causing Team to hang waiting for the file to be released.
NEW. Purge function now automatically packs files after purging.
NEW. Editing a price on a delivery will now update the stock “last cost” figure if it is the most recent delivery for that stock item.
FIX. Email features not working with authenticated SMTP servers such as AOL.
NEW. Regenerate Indices function now does not reindex historical (purged) files unless requested. This saves time, as it is usually only the live files that need reindexing.
1.75g (and TeamTran 1.75g) 30/03/2007
NEW. Stock Card now shows temporary invoices generated by picking lists. Although they are not actual invoices yet, they do affect the stock level so the stock card makes more sense with them shown.
FIX. Some report options boxes for stock code did not have a search feature.
NEW. F6 to look at invoice stock lines added to supplier purchase query.
NEW. Price Check report has option to calculate profit and margin based on last cost rather than average cost.
FIX. Cashbook reconciliation screen now forces list of transactions into date order.
NEW. Facility to send invoice reprints and statements by email (in PDF format). Before using this function you will need to set up your email details in Options->System Setup->Email Setup. More email features (including full statement runs) will be included soon – “watch this space!”
FIX. 8.5” invoice layout was clipping ends off some fields.
NEW. Default answer for reloading existing held invoice can now be changed in parameters.
NEW. New stock codes created by transfer do not have reorder levels unless the “transfer reorder levels” option is ticked in TeamTran.
1.75f (and TeamTran 1.75f) 23/03/2007
NEW. Account balance shown on Customer Details screen.
FIX. Graph of Sales by Category was displaying incorrect profit figures (it was using the gross sale value, should have been net).
FIX. Aged Debtors report gave incorrect total balance if run grouped by source from invoice.
NEW. Parameter to set whether held invoices are given a new date when edited.
NEW. Auto-credit feature picks up delivery address from original invoice.
FIX. REM lines would crash invoice or delivery if system set to VAT per line mode.
FIX. Customer name not appearing on stock invoice query.
NEW. Transfers can now be run over broadband using FTP. Please ring Team for details.
1.75e (and TeamTran 1.75e) 02/03/2007
FIX. Wasn’t printing REM lines on invoices printed in conjunction with Run Sheets.
NEW. Purge now has option to purge purchases even if unpaid, for users who are not using the Team purchase ledger (so all deliveries remain unpaid).
NEW. Purge function makes backup of relevant files for emergency recovery if the routine fails due to power cuts or any other reason.
NEW. Stock Check report has option for maximum stock level to display. Above this level it will say “10+” (for example, if your maximum level is 10).
NEW. Stock at other branches file now includes the on-order level, so search columns can be set up to show stock on order at other branches (e.g. OnOrder0001).
NEW. Search column now possible for stock on hold at other branches (e.g. OnHold0001).
1.75d (and DOS conversion routine 1.75) 08/02/2007
FIX. Cost was showing unit cost instead of total cost on Sales Performance report.
NEW. Purge routine to archive old data (to help slim down live data and improve performance in large multi-branch or very busy installations).
FIX. Sales Details report now only checks stock file if manufacturer selected, so it will still report on sales of stock codes that no longer exist (like it used to before version 1.74c).
1.75c and TeamTran 1.75c 25/01/2007
NEW. Team can now be set to calculate VAT on the whole invoice total (the old method) or by invoice line. Both these methods are equally valid – just use the one you prefer.
NEW. Customer Analysis Month on Month report. Shows Net Turnover, Profit, Margin and Unit Sales for each month of the year to date.
NEW. The cashbook “always use default accounts” parameter can now be set for sales and purchase transactions independently. Set the parameter to S for sales only, or P for purchase only.
NEW. Team status bar hidden during maximised stock searches so it doesn’t get in the way.
FIX. Stock query invoice listing sometimes displayed customer details from adjustments rather than the appropriate invoice (if an adjustment exists with the same number).
FIX. Statement address not working on text-only printers.
FIX. “Only over credit limit” filter in Account Listing report not working.
NEW. Option not to show recently paid invoices on statements (the default in Team is to show invoices paid in the last month).
NEW. MOT reminder labels/listing reports now pick up all MOT stock codes starting with “MOT” and in the MOT category.
1.75b
Internal testing only. Not released.
1.75a 05/01/2007
FIX. Couldn’t delete last line from a pick list.
1.75 and TeamTran 1.75 19/12/2006
FIX. Source not printing on Aged Debtors report if grouped by source.
NEW. Customer mail merge output now includes source.
FIX. Moving stock between vans on the Pick list was picking up REM lines and displaying them as random items.
FIX. Attempting to delete a held invoice from the “Select Existing Held Invoice For This Customer” screen was not working correctly, removed functionality. (you can still delete a held invoice from F6 – Load Held Invoice)
FIX. When creating a pick list where no stock is available on any held invoice, it still created a pick list.
FIX. Adding a Van while adding a new customer caused an error, Vans can now only be added once a new customer has been saved.
NEW. Added Customer Order Status Report, which shows any ordered stock on held invoices or picking lists for a specified customer.
FIX. Password level reset after stock search.
FIX. Change customer code didn’t update van run file.
NEW. It is now possible to deliver goods now (via picking list) but set invoice date to a future date. (Change invoice date but leave pick date as today).
NEW. Orders automatically downloaded from the website are not collated, so individual order numbers are kept separate.
NEW. “Customer Status” report on stock menu (if picking lists are enabled). Shows all stock on order for a customer (on held invoices and temporary pick list invoices).
NEW. Items can now be deleted from picking lists (on the edit pick list screen). Useful if a customer cancels an order after a pick list has been created, but before it goes onto the run sheet. Items deleted from a picking list will be put back into stock.
FIX. When producing a picking list and checking for older back orders, the system now takes account of the time on the order as well as the date.
FIX. Cost prices recalculated at the time of generating the pick list from held invoices (i.e. the time when the items come out of stock). This is more accurate if the stock is on hold for a long time (because it isn’t in stock or the van hasn’t gone out for a few days).
NEW. Auto stock replenishment feature for depots now has the option to set which categories will be ordered (set in category editor screen). Also has the option to select a start date for the reorder, rather than always running from the last reorder time.
NEW. Picking lists have alternate lines shaded to make them easier to read.
FIX. NSI items were being collated into one line on picking lists, even if different descriptions. They are now listed separately.
FIX. An invoice completed (rather than put on hold) on a pick-list-enabled terminal would appear on a run sheet as outstanding money to collect even if the stock had not been picked (and so the customer could potentially be asked for payment for goods he had not yet received). This will no longer happen.
1.74d 28/11/2006
FIX. Snapshot P&L report was picking up unit cost, not total cost.
FIX. If the user swapped between applications while a run sheet was being generated, it was possible for the progress window to get hidden behind the main Team window, making it appear to have hung (although it was actually still running invisibly). This can’t happen anymore.
FIX. Average cost price on picking list generated invoices could be wrong after booking in stock at very different prices.
1.74c 23/11/2006
NEW. On a pick list enabled terminal, invoices put on hold manually (by pressing F6, rather than going through the pick list options dialog) will now be marked for picking.
NEW. Advice Notes (printed held invoices) can now be sent to a separate printer from invoices.
NEW. Advice Notes have their own option to print location (now independent from invoices).
NEW. Pressing F5 on the “printer/screen” selection box of a report allows the user to select a printer from the ones set up in Team, overriding the printer set in the Report Output section of Printer Setup.
NEW. Option to prompt for which printer to use for advice notes (enable in parameters, general settings 2).
FIX. Extra checking added to avoid problems caused by people editing held invoices while pick lists are running. Pick list generation will now pause until the offending held invoice is closed, or skip the invoice if cancel is pressed.
1.74b 09/11/2006
FIX. Automatic stock replenish was picking up sales for other branches.
FIX. Forward-dated invoices never getting transferred to head office, because update date was before invoice date. Now forces update date to same as invoice date, so they will transfer when that date arrives.
NEW. Sales Details report has options to select manufacturer and stock code begins with.
1.74a 26/10/2006
FIX. Automatic stock replenish feature not working if the purchase order has been edited.
1.74 18/10/2006
NEW. Customer account code shown on run sheets as well as the name and address.
NEW. Customer’s totals/signature section on a run sheet forces a new page if it won’t fit on the page, so it is never split between pages.
1.73h 16/10/2006
NEW. Reports can be exported to file in various formats, including PDF, CSV and Excel. Print the report to screen, then click on the save button (floppy disc icon). This feature needs activating through parameters and requires a password – please ring the help desk if you want to use it.
FIX. Account Payments report was printing heading for days with no payments.
NEW. Pressing Ctrl+F9 anywhere in Team prints the currently active window to the default Windows printer. This literally prints a snapshot of the current window, as a picture, so is best used with inkjet or laser printers (will be very slow on a dot-matrix). Note that this will not work at all with the Generic Text Only printer driver that Team is usually set up to use; if you want to use this feature with a dot-matrix printer, you need to install a graphics-capable driver and set this as the default printer in Windows.
NEW. Option to print stock notes on invoices. This is set per category.
NEW. Multiple delivery addresses can be stored per customer, and recalled easily when creating an invoice.
FIX. Mail Merge export from Reminder Labels report was broken.
FIX. Picking List/Run Sheet system could leave invoices on hold containing only REM lines.
NEW. When creating an invoice on a terminal set up for picking lists, there is an option to select “customer collection”. This will force the invoice to go onto a pick list for the customer collection “van” (default code 0) rather than the customer’s normal van(s).
FIX. Reminder Labels weren’t working properly if registration printed.
1.73g 18/09/2006
NEW. Reorder and Maximum levels are editable on the Quick Price Changes screen.
NEW. Snapshot Profit and Loss report. Gives similar information to a profit and loss report, but simplified.
FIX. Customer filter on customer payment allocations report was giving odd results.
FIX. Slow Moving Stock report now does a more thorough search of invoices rather than relying on the “last invoice” field of the stock file. The old method could erroneously include stock items if the last invoice was internal.
FIX. Branch filter on Stock Check report at Head Office not working.
NEW. Stock Valuation report has an option for “stock code begins with”.
NEW. Force account code X999 format now also available for supplier accounts.
NEW. Stock Reorder report has option to take held stock into account (takes held stock off available level, assuming that has been sold).
FIX. Cancelling a purchase order didn’t take the stock off the “on order” query.
NEW. Option (on tools menu) to set default fitter. If this is selected, any fitter select prompts will default to the chosen fitter until Team is closed, or a different default selected.
NEW. After creating a delivery, Team can check held invoices for any items that will now sell below minimum margin due to the new cost price. This obviously causes a slight delay after each delivery, so is not enabled by default. Turn it on from Parameters->General Settings->Check Held Invs after Delivery.
NEW. When creating a picking list, the system checks for earlier held invoices containing the same stock, so recent orders don’t “jump the queue” in front of somebody who has had the stock on back order for some time but is on a different van run.
NEW. Account Payments report (Reports->Invoice Reports->Account Payments) now has the option to select a single customer, and to list allocations for each payment.
FIX. An Access Violation error could happen if the customer search was left open while other users on the network were creating invoices. Same for supplier search.
NEW. It is now possible to enter the invoice date when creating an invoice. This does the same as changing the Team Processing Date, but only for the one invoice.
NEW. Invoices can be searched for by value (on invoice reprint and auto-credit).
NEW. When the Aged Debtors report is grouped by Source, there is now an option to read the source either from the invoice file or from the customer file (so all invoices for a customer change source if the source is changed in customer details).
1.73f 25/08/2006
NEW. Fax option on reprint purchase order.
NEW. Account Payments report at Head Office can be run for a single branch.
NEW. Global Changes can be run for All categories, rather than just one at a time.
NEW. Reason and Location can be turned off on Goods In Notes (so only a single line per stock item). On Company Details->Invoice Setup.
FIX. Escape key not working to exit lock warning message until window clicked on with mouse.
NEW. Option on Stock Check report to list only stock on hold.
NEW. Option to set aged debts and creditors to assume unallocated payments are to be taken off oldest outstanding invoices. (“Unalloc’d payments pay oldest invoices” on general parameters 2 page).
1.73e 22/08/2006
NEW. Order of drops on van runs is editable.
NEW. “Find Van Run” list is ordered by description, not by code.
FIX. Customer filter on Payment Allocations report didn’t work.
FIX. Sales Performance Graph by Unit Sales was showing wrong figures.
NEW. Minimum web price on stock details (used by web order module).
NEW. Minimum web price added to retail adjust popup.
FIX. Auto-generated invoices from run sheet were not adding to customer balance.
1.73d 11/08/2006
NEW. Account Listing Report has option to list only COD customers.
FIX. Collation of temporary invoices for run sheet wasn’t filling in header totals.
1.73c 31/07/2006
NEW. Customer Account Listing Report has option to list only customers who are over their credit limit.
NEW. Drivers Run Sheet layout changed to portrait, page numbering in “1 of 2” format and extra page for notes added.
NEW. Central/Local accounting parameters can be set separately for COD and non-COD customers.
1.73b and TeamTran 1.73a 24/07/2006
NEW. Van runs can be set up and associated with customers.
NEW. Pick Lists and Drivers’ Run Sheets for deliveries.
NEW. COD customers have money due listed on run sheet for driver to collect.
NEW. Sales details report has option to include held invoices.
NEW. TeamTran gives more specific error information if it can’t open files.
1.73 05/06/2006
Limited release test copy.
1.72c 16/06/2006
FIX. Deliveries created from POP had VAT even for VAT exclusive suppliers.
FIX. VAT return report could hang in rare circumstances.
1.72b and TeamTran 1.72b 03/06/2006
FIX. Stock at other branches calculations moved from stock search to TeamTran to avoid problems with F5 filters in search.
1.72a 25/05/2006
FIX. Top Sellers report could hang if run for All Branches from Head Office.
FIX. Deliveries or returns created by Warranty Returns feature included VAT even if supplier was VAT exclusive.
FIX. If a warranty return is edited that has already been paid or allocated, and the “adjust stock” feature is used, a new delivery will be created for the difference, rather than resetting the original delivery.
NEW. Stock Card from Head Office now has the option to show all transactions (as it did before) or just Head Office transactions. If showing all, the current level is taken to be the sum of levels from all branches.
FIX. “Reload held invoice” prompt would appear when F8 pressed part-way through an invoice to edit header details. This could lead to reloading the invoice on top of a currently edited invoice.
FIX. AllInPrice search column not calculating auto-add items properly in some situations.
FIX. BDE Paradox block size parameter setting is checked and corrected if wrong. This fixes some index corruption problems that could happen.
NEW. Priced Delivery Notes parameter can be set to “A” for ask. Then Team will prompt whether to include prices each time a delivery note is printed.
1.72 and TeamTran 1.72 03/05/2006
NEW. COD option available on miscellaneous purchases.
NEW. Customer mail merge has option to list only customers who have visited the local site in a multi-branch system.
NEW. Sales Performance Graph, showing customer turnover, profit, margin or unit sales. Shows year to date overlaid with previous year.
NEW. Sales Performance Report, showing information as in graph.
NEW. Deliver All Remaining feature on purchase orders.
NEW. Stock Reorder report has option to exclude internal invoices from sales total.
NEW. Sales Details report has option to include held invoices. This can be useful for getting a “how are we doing so far today” figure.
NEW. On creating an invoice, if there is a held invoice already on the system for the customer, you will be prompted to reload it. If there are more than one, a pick list is shown.
NEW. “Reorder Level Adjust” feature on deliveries and POP. Works like the Retail Price Adjust feature but allows editing of reorder and maximum levels. Press Shift-F5 to toggle the feature on and off.
NEW. Press Shift-F5 on invoice header screen to display aged debt information for the customer.
NEW. When putting an invoice or credit note on hold that contains stock to come back (i.e. negative quantities), there is now an option to print a Collection Note for the stock to be picked up. This fits on the invoice paper layout, and has its own footer definable in Options->System Setup->Headers and Footers.
NEW. Lost Sales feature. From the stock search screen, press “L” for a lost sale. Stock code, customer, quantity and price are filled in automatically if you are doing an invoice, but can be edited. This feature can also be accessed from the Invoicing menu if you need to log a lost sale without going through the invoice/stock search screen.
NEW. Lost Sales report. Lists lost sales in a date range.
NEW. Customer Analysis report. Lists customers whose Turnover, Profit or Margin for the last whole month has fallen by a percentage compared with the same figure for a given number of months ago.
NEW. New field “price band” in stock details. At the moment this is only used in conjunction with our on-line web ordering system.
1.71b and TeamTran 1.71b 30/03/2006
NEW. Searching for 80-profile tyres now also lists ones with empty profile.
NEW. New option “A” (ask) for delivery print parameter.
NEW. Stock search marks levels at other branches (LEVEL0001, LEVEL0002 etc) with red box if stock is on hold at that branch.
FIX. Stock Reorder report showed wrong sales figures when run for a single branch from Head Office.
FIX. Stock Levels Adjustments would not order by bin location.
FIX. Average cost calculations changed again.
FIX. TeamTran packs “stock at other branches” file to reduce risk of corruption, which could lead to errors in stock searches.
1.71a 17/03/2006 (with TeamTran 1.71a)
NEW. No longer uses DOS shell for zip operations.
FIX. Occasional VAT rounding errors on F6 adjust invoice price feature.
NEW. Vehicle/Customer History report now shows customer code per invoice on a vehicle history, or registration per invoice on a customer history.
FIX. Problems with passwords on customer detail screen with some people’s data.
1.71 09/03/2006 (with TeamTran 1.71)
FIX. F6 price adjust feature on invoices could hang if invoice had a line with 100% discount.
NEW. Option to print laser labels in 7x3 layout as well as 6x3.
NEW. Label printing can now be started on any label on the sheet (useful for using up part-used sheets of labels). Enter the start label number, counting down the columns from the top left.
FIX. Some memory leaks fixed.
NEW. Low Profit Tracking report has option to select branch if run from Head Office.
NEW. For multi-branch users who transfer stock between sites, Team can now be set up to create the delivery at the other end automatically. Please ring the helpdesk for details.
FIX. Average cost calculation on new deliveries fixed (for FIFO), and some changes for people who are not using FIFO (Enhanced Profit = N).
FIX. If the wrong password was entered when creating a new stock code from within an invoice the system would hang.
1.70i 09/02/2006
FIX. VAT calculation when creating a delivery from a purchase order.
NEW. Quantity and speed filters on stock search are reset on pressing escape for another search, to avoid users accidentally leaving filters on.
TeamTran 1.70i
FIX. New customer and supplier accounts are always transferred regardless of accounting delay settings. This avoids problems with backdated invoices for new customers being transferred without their customer details.
1.70h 31/01/2006
NEW. More backup paths allowed (8 available through the parameters screen but up to 50 possible by editing the TEAM.INI file directly).
FIX. Improved calculation of average stock cost after editing or confirming deliveries.
1.70g 23/01/2006
NEW. Width (in characters) of search columns can be set.
NEW. Customer Labels and Mail Merge reports have option to select last visited before date as well as (or instead of) last visited after.
NEW. Invoice Details report can be run for a single customer.
FIX. Last Sold Prices query not working properly for registrations containing spaces.
FIX. Return code column on Warranty Return search not wide enough to see whole code.
FIX. Petty cash transactions would not let user alter VAT amount.
1.70f 16/01/2006
NEW. Option to order Price Check report by margin.
FIX. Payment Allocation queries and reports did not show allocations to adjustments correctly.
NEW. Stock search has option to filter results by speed rating. Press a speed rating key (for example “H”) and it will list just H-rated tyres. Pressing H again will show all tyres H and above. Press “A” (for “All”) to go back to normal.
FIX. Level not displaying properly on Stock Check report using Windows printer layout.
NEW. Outstanding Invoices and Outstanding Purchases reports can be filtered to show only credit notes or only invoices.
FIX. Cashbook bank reconciliation picked up wrong opening balance if more than one done for the same account on the same day.
NEW. Delivery Address can be entered for cash sales.
FIX. Change customer account code function (F11) would only take 8 characters. Now 10.
1.70e 30/11/2005
NEW. Extra options on Cashbook Audit Trail report so user can select whether to display hidden transactions and select just debits or credits.
FIX. Problem with restoring a backup into a newer version of Team fixed.
FIX. Some improvements to truck tyre CSV export in the way it shows data for casings entered through the casing tracking screen (i.e. ones that are not associated with a tyre on an invoice line).
NEW. Customer search by telephone number. Any part of the telephone number can be entered, for example 01822855466 or 01822 or 855466 or 855.
1.70d 18/11/2005
NEW. Price Check report now has option to show only items in stock.
NEW. Last Sold Price query on invoice now filters the results on the registration if no customer details have been entered (to avoid listing every sale to anonymous cash customers if you know the reg).
FIX. AllInPrice on stock search didn’t work with some categories.
1.70c 07/11/2005 (with TeamTran 1.70)
NEW. Option on Stock Reorder report to show sales total from all branches even on a single branch report.
NEW. Extra default cashbook account setting for petty cash. This is useful if you have a separate petty cash tin rather than just using cash from the till.
NEW. New special search columns “AllInPrice” and “AllInPriceExVAT”. These are the price for the current customer plus any auto-add items from the category (such as valve and balance).
NEW. Auto-add items on category have the option to include them on invoices, in All-In price search columns or both.
NEW. Quantity Required box on stock search. Changing this figure displays the prices for that number of items. If you are using the “show only in stock” filter, it will only show items with at least that many in stock. While in a stock search, pressing the keys 1-9 will quickly update the search for that number of items.
NEW. Pressing P while in a stock search will print a quotation listing each stock code in the search, with an all-in price including and excluding VAT for the selected customer and number of items.
NEW. Stock Check report ordered by bin location now has the option not to start a new page for each bin location.
FIX. F5 comments on quotation screen didn’t work.
1.70b 24/10/2005
FIX. Problems with transfers of purchases that have been entered for a future date.
FIX. Reprinting an invoice or delivery to the screen then clicking print button caused overprinting of stock lines on generic printer driver.
NEW. Separate default cashbook accounts for sales and purchase ledger transactions.
FIX. Stock Reorder report was showing levels incorrectly when using the “all branches” option from Head Office.
1.70 Limited beta test release 16/09/2005
NEW. Cashbook. If you want to use the Cashbook, you need to enable it in Options->System Setup->Parameters->General Settings 2->Use Cashbook, and set up your bank accounts. Please liaise with your accountant before setting up the cashbook.
FIX. Stock search could crash if PgUp/PgDn/Home/End keys pressed in quick succession (usually happened if NumLock has been switched off accidentally).
FIX. Long stock descriptions could overlap VAT rate column on invoices.
NEW. Larger maximum data file size supported (now up to 1GB per file, was previously 128MB).
NEW. Option to hide cost and profit on Customer Performance report, so it can be given to customers (useful for claiming rebates etc).
NEW. Recurring Purchases can be set up for standing orders, regular payments, etc.
FIX. Truck tyre export was picking up wrong serial number if more than one tyre on an invoice line.
1.68b 29/06/2005
FIX. Reminder labels for “MOT due (both)” wasn’t working properly, picking up too many customers.
FIX. VAT errors in POP.
1.68a 22/06/2005
NEW. MOT register now allows the new 12-digit MOT certificate numbers. If you are using the new computerised MOT system, delete the MOT pass and fail certificate details in Options->System Setup->Company Details->MOT to stop Team generating the old-style sequential certificate numbers.
NEW. When printing to fax, headers and column headings are always shown, regardless of the parameter settings (fax machines don’t have pre-printed paper).
FIX. Wordwrap on REM lines didn’t work with numbers on number pad part of keyboard.
FIX. Cash customer search on invoices giving errors.
1.68 14/06/2005
NEW. New report, “Head Office Management Report”. Similar to Sales Summary but shows all branches in columns. Only available at Head Office.
FIX. VAT amount displayed on delivery screen sometimes not rounded properly (only affected display – values saved in file were correct).
NEW. Truck tyre/casing details can be exported to a CSV file for manipulation in other programs.
FIX. Error in average cost price calculation fixed.
FIX. Entering an NSI stock code in a delivery now puts the cursor into the description field.
NEW. Number of invoice or delivery note copies is now held per computer, so different workstations can print different numbers of copies (useful if you have a mixture of dot-matrix and laser/inkjet printers).
1.67c 06/06/2005
FIX. Reprint Invoice would always load newest invoice for the customer, even if another one was picked.
FIX. Toggle branch filter on invoice pick list not working.
1.67b 01/06/2005
NEW. Reprint Invoice and Customer Statement can now give the option to send to fax. This must use an APF Fax Printer driver. Ring the help desk for more details.
NEW. Stock Card can have a cut-off date set so it doesn’t display information from before that date. This can be useful if you have a large amount of data and stock cards are taking a long time to appear.
FIX. Correct Sales Summary routine wasn’t including C.O.D. purchases in petty cash figure (so it wasn’t being shown as taken from till in cash-up and sales summary report).
FIX. Invoice profit window (F10) could be unstable with certain people’s data.
TeamTran 1.67b
FIX. Correct Sales Summary routine wasn’t including C.O.D. purchases in petty cash figure (so it wasn’t being shown as taken from till in cash-up and sales summary report).
NEW. Mechanism added to prevent more than one full transfer being run in a day. Subsequent transfers will be stock levels only, so branches will be able to see each other’s stock but problems with corrupted accounts information will be prevented.
1.67a 13/05/2005
FIX. Invoice footer printed one line too low if using Windows 98 and generic text printer driver.
NEW. Customer name now shown on stock invoice query.
NEW. Supplier name now shown on stock delivery query.
NEW. When reloading a delivery, if the supplier code has already been entered when F6 is pressed the system does not prompt for the supplier again.
FIX. Deliveries created from Purchase Order Processing and paid Cash On Delivery were still creating old-style petty cash entries.
TeamTran 1.67a 10/05/2005
FIX. Single branch transfers fixed.
1.67 25/04/2005 (with TeamTran 1.67)
NEW. Kits can be transferred by TeamTran.
NEW. MOT register picks up extra vehicle details (engine number, chassis number, weight, year, etc.) from previous MOT when registration is entered.
NEW. Print Remittance Advice parameter can now be set to “A” for “Ask”. This will prompt whether to print a remittance advice after a supplier payment allocation.
FIX. Database engine “free space divisible by 4GB” bug patched for Windows 2000 and XP.
FIX. Held invoices with no stock lines took a long time to save.
FIX. Cancelled purchase orders still showed up on “stock on order” query.
FIX. Problem with stock adjustment feature if category keys were numeric. New level column was filled in with category key number, rather than being left blank.
NEW. “Last Sold Prices” query speeded up.
FIX. Some column alignment problems on invoices fixed.
NEW. Sales Summary report has option to hide internal sales in the sales totals section. NOTE that this option purely hides the internal column and takes these figures off the total column – the rest of the information on the report is still as before. It is purely provided as a short-cut for users who habitually take the internal column off the totals column manually.
NEW. Petty Cash transactions have been updated so they are now like a simplified Miscellaneous Purchase. This allows a category to be associated with a petty cash transaction, and also more reports available for petty cash (any of the purchase reports can be run for the special supplier P_CASH).
1.66f 17/02/2005
FIX. Print alignment problem when printing in text-only mode through Epson FX driver.
NEW. Customers (both account and cash) can be given one of four customer types, which are used to break down sales on a new report (Customer Type Analysis report, on the sales report menu). These customer types default to Retail, Trade, W/Sale and Other, but can be changed. It can be made compulsory to enter a customer type for cash customers by setting a parameter.
NEW. Account customers can be forced to pay invoices at point of sale by setting the Terms to –1 in Customer Details. This setting overrides the “account payments at POS” parameter, thus forcing these accounts to pay at POS even if the parameter is set to “N”.
1.66e 09/02/2005 (with TeamTran 1.66)
NEW. New category type “Expenses”. Categories of this type are only visible in relevant places, such as Miscellaneous Purchases and purchase reports, and are hidden in other parts of Team for tidiness.
NEW. Supplier purchase query menu now has option to show allocations.
NEW. Stock Reorder report gives the option to order tyres by Width, Profile, Diameter or Diameter, Profile, Width.
1.66d 01/02/2005
FIX. Better average cost calculation when stock is delivered.
NEW. Stock Reorder report has an option to be run for all branches. This uses the sum of stock level, reorder level and maximum level from all branches, so is NOT the same as the sum of the reports for each branch individually. Please bear this in mind and only use this option if it is useful to you.
FIX. Average invoice value figure on sales summary was missing first day in date range.
NEW. If you are using the truck tyre tracking features, it is now optional whether or not to show truck tyre casing tracking details on the invoice (set parameter “inv shows truck tyre detls” to Y or N).
FIX. Printing to dot-matrix printers could sometimes not feed quite far enough at the end of a page, causing the next page to be slightly offset.
NEW. Number of copies can now be set for goods-in notes (deliveries).
FIX. Statement prints all ten possible characters of payment reference (used to display 8 max).
NEW. Option to force customer source to be selected from pick list.
NEW. Reminder reports have a new option “MOT Due (by both)”. This uses a combination of the other two methods (a customer will be listed if they have an invoice with an MOT due date within the given range or an invoice containing an MOT a year before the given range).
FIX. The “last sold prices” query from the invoice screen now sorts by date, not invoice number (more practical in a multi-branch system).
1.66c 17/12/2004
FIX. Purchase Checks report listed all suppliers even if a supplier was specified.
NEW. Utility to delete stock lines that have never been used.
FIX. Supplier allocations could sometimes hang due to rounding errors.
1.66b 13/12/2004
FIX. Multi-page advice notes not printing “continued” on first pages.
FIX. It was possible to leave passwords blank, which caused problems (if you don’t want passwords in Team, you should set all the password levels to 0 rather than deleting the passwords themselves).
NEW. Aged Debtors and Creditors reports now have the option to include a fourth month column.
FIX. Stock Reorder report was doing very strange things if a date range was selected.
1.66a 03/12/2004
NEW. Extra options on Stock Reorder report for “Show All Stock”, “Show All Stock with Reorder Levels” or “Show Only Stock Needing to be Ordered”, rather than just the “Show All” flag (different users had different ideas about what “all” should mean).
FIX. Problem with
selecting previous credits on account payments screen.
1.66 02/12/2004
NEW. System beeps and shades price on invoice if an overrider is in effect.
FIX. Verify Average Stock Cost utility didn’t work if not using FIFO profit (“enhanced profit”).
FIX. Stock Reorder report didn’t work if date range selected but “show sales info” not selected.
NEW. VAT can be adjusted when saving a delivery, to save having to load it into purchase adjustments screen.
NEW. Retail Price Adjust feature available on POP.
NEW. Multiple payments or credits can now be selected for allocation at the same time in Supplier Payments.
FIX. Couldn’t save edits to cross-references if the stock codes didn’t exist in the stock file (quite common for exhaust cross-references).
FIX. Registration not printing on quotes.
NEW. Option to select customer on Payment Allocation report.
NEW. Option to select supplier in Supplier Payment Allocation report.
FIX. It was possible to escape back into an auto-credit after allocating and therefore end up allocating it twice.
FIX. POP not working for VAT-exclusive suppliers.
FIX. Cancelling a purchase order didn’t update the quantity on order figure for stock lines.
FIX. Grouping problem on Stock Reorder report if date range is selected.
FIX. Some column alignment issues on unpriced advice notes fixed.
1.65 25/10/2004
FIX. Credit note password “sticks” for entire invoice even when AutoPasswordReset is selected. This avoids having to type the password in lots of times when doing a credit note.
FIX. Wrong customer could be displayed on stock invoice query menu if an adjustment existed with the same key as the invoice.
NEW. Parameter to make stock search “in stock” filter show items on order in POP even if its level is zero.
FIX. Pressing escape at the “create delivery” stage of a purchase order didn’t exit correctly.
FIX. If credit notes passworded, it was still possible to create a credit by entering a negative price.
NEW. Parameter to make stock search be maximised by default.
NEW. The “Priced Advice Notes” parameter can now be “A” for Ask.
NEW. Stock Reorder report has the option to list only stock lines that have been sold during a specified date range. Also, if a date range is specified, the quantity sold column shows quantity sold during that period (if no date range given, it shows quantity sold in the past year as before).
NEW. Stock code shaded in blue on stock search to indicate if notes exist.
NEW. Passwords can be set for Create Invoice and Delete Held Invoice.
FIX. Quick Price Change screen made more tolerant of unusual user input.
NEW. Purchase Order Processing screen shows total of current delivery (i.e. items in the Received column) as well as the total for the whole order.
NEW. Order Number field on invoice can now be made compulsory.
1.64f 06/10/2004 (Needs TeamTran 1.64f)
NEW. The quantity of stock on order in POP can now be displayed as a search column by referencing the field STK_OnOrder (Floating point).
NEW. On the Quick Price Changes screen the “guess next stock code” feature now groups by category and tyre size by default. The old method (alphabetical order by stock code) is still available as on option.
NEW. New search column “CustomerPrice” (type Money) shows the price for the current customer, including any overriders. To change the selected customer on a stock search, press Ctrl+C.
FIX. Reloaded deliveries not displaying “level” column correctly.
FIX. Registration checks on invoice screen speeded up considerably. This was only really a noticeable problem with very large data on slow computers where a particular registration was used excessively (such as when entering “LOOSE” for all loose wheels).
NEW. Invoice and Delivery Numbers are prompted for when creating a delivery from a purchase order. Either or both of these fields may be made compulsory.
NEW. Customers can now have a separate statement address.
NEW. Delivery address can be specified for an individual invoice. To edit the delivery address, press Ctrl+D on the invoice header screen.
FIX. Aged Debtors report was clipping too much off the end of long account names.
1.64e 17/09/2004 (limited release)
FIX. Stock Reorder report did not work unless “show sales info” was selected.
NEW. Export prices to file suitable for importing into ArvinMeritor catalogue.
NEW. Auto Password Reset feature. If this is set (on the passwords screen), Team will not remember the password level, but will prompt for the password every time. This is the same as pressing F3 to reset the password level after every password-protected operation.
NEW. Stock Level Adjustments can now be passworded.
FIX. Couldn’t part-allocate invoices on customer payment screen (enter key not responding).
FIX. Stock reorder report not working if “show all stock” selected.
1.64d 31/08/2004
NEW. Stock Reorder report now shows last sold date and number on order (through Purchase Order Processing) for each stock item.
FIX. Problem with selecting invoices for reprinting with some customers’ data fixed.
NEW. Purchase Details report shows stock code as well as description. (On text-only printers it is selectable between code or description due to lack of space).
NEW. Sales Summary report at Head Office now has the option to run for all branches, with each on its own page.
NEW. Supplier Breakdown report shows Nett, VAT and Gross purchases from each supplier.
1.64c 13/08/2004
NEW. New option “held invoices” on stock query menu. Shows held invoices containing the selected stock item.
NEW. View invoice lines/profit available from stock invoice queries and from “last sold prices” query.
NEW. Last Cost used for cost price if none in stock, even when “Enhanced Profit” is off (Team used to always use average cost in this mode. The new method works better with price updates).
FIX. Delivery not moving onto next line by pressing enter (only worked with down cursor key).
1.64b 06/08/2004
FIX. Speeded up check for held invoices after entering customer code on invoice. This was only really a noticeable problem on old computers running very large data (multiple branches).
NEW. Customer detail lookup from registration now works when reg is entered into a reloaded held invoice.
NEW. Head Office can now edit cost prices of deliveries from other branches.
FIX. Problem with display of invoice and statement footers when printed to screen.
1.64a 29/07/2004
FIX. Issue with auto-credit function fixed (problems would happen if invoice reference number edited during auto-credit operation).
1.64 21/07/2004
FIX. Totals column on invoices not lined up properly if discount column used.
FIX. Remittance advice heading and column alignment problems fixed.
NEW. Team now prompts “Invoices Printed Successfully?” at the end of an invoice print run. If you answer No, the printed flags will not be set and the invoice run can be done again. This can be useful if the print job fails for some reason (such as a paper jam).
NEW. Banking report, listing items entered through the Team banking feature.
NEW. Invoice Printing report now has the option to include or exclude invoices for cash customers.
NEW. On creating an invoice, Team warns if there is already a held invoice on file for the same customer (like it does for registration numbers).
FIX. Purchase Order Processing screen could crash if used by multiple workstations on a network.
NEW. Improved handling of “stock at other branches” information in multi-branch systems (TeamTran 1.64d).
1.63e 24/05/2004
FIX. Sticky menu feature not working on Tools menu.
NEW. Number of delivery note copies can be set.
NEW. Sales and Purchase Reconciliation reports.
NEW. Customer Performance report has more options (select category and stock code begins with [only for detailed report], and option to include cash customers), and can also output a CSV file (useful for sending to tyre suppliers for bonus systems). The structure of this CSV file is Date (yyyymmdd), Customer, Quantity, Unit Price, Total Price (nett), Manufacturer’s Reference Code, Description.
NEW. Stock Check report can be filtered by tyre size, diameter and profile.
NEW. Passwords can be set for overriding the low margin and not enough in stock warnings on invoices.
FIX. Price list report widened so it works better with long stock codes on Windows 2000/XP.
1.63d 29/04/2004
FIX. Delete held invoice feature was broken in 1.63c.
FIX. Cancel purchase order fixed.
1.63c 22/04/2004
NEW. Customer and Supplier payment allocation reports added. These were mainly added to help users who run “cash accounting”, but may be of use to others.
NEW. POP search now has the option to hide completed or cancelled orders.
NEW. The F5 “show items in stock” filter on stock search can now be set to show all non-zero levels (including negatives). To do this, set the parameter “Minus Level Counts as In Stock” to Y.
NEW. Added “All categories” option to Stock Movements report.
FIX. Truck tyre casing details can now deal with more than one tyre on the same invoice line.
NEW. Auto stock search from invoices or deliveries now runs a tyre search if the value entered looks like a tyre search (e.g. 15513 or 2055517), otherwise it runs the stock code search as before.
FIX. Remittance advice now shifted by vertical offset as for invoices.
NEW. Manufacturer’s Unique Reference field added to stock file, to be used for EANs and the like.
NEW. Price update feature expanded to work better with tyres and manufacturer’s unique reference codes/EANs.
FIX. Fitter performance report was wrong if adjustments existed with same number as invoices.
FIX. Invoice reprint could not print more than one copy.
FIX. Reloading of credit invoices and deliveries speeded up (could be very slow when loading large credits).
NEW. Aged debts warning screen now shows total balance and credit limit, and warns if credit limit exceeded.
FIX. End of Day Summary report showed an invoice paid with a credit note as if it were an actual payment, with the payment type taken from the line above.
FIX. MOT register details are picked up when a held invoice containing an MOT is loaded.
FIX. Problem with reloading deliveries in multi-branch systems fixed.
1.63b 11/03/2004
NEW. F8 Stock Query available on Warranty Returns screen.
NEW. Stock search can be maximized.
NEW. Stock search has “unrestricted” mode (click tab or toggle with Shift-F5). Note that if you have a very large stock file (say 50,000 lines or more) this may take a few seconds to respond, especially over a network.
NEW. Stock search can have the stock code, or stock code and description, columns fixed.
FIX. Delivery notes would not print more than one page.
NEW. Stock search “in stock” filter (F5) now toggles between All Lines, Local Branch and All Branches in a multi-branch system. The parameter “Search Items In Stock” now controls the default setting of this toggle (N for no (show all lines), Y for local branch, A for all branches).
NEW. Separate footer text for delivery notes (used to be same as invoice).
FIX. Numeric stock codes could not be entered directly into warranty returns screen without going through F4 search.
NEW. Speed improvements on some lookups and queries (mainly for networked systems).
NEW. Left margin for report output can be adjusted in printer settings.
1.63a 09/02/2004
FIX. Sales Details report has some columns widened to fit line values of over 99,999 without clipping pence figure.
NEW. Non-stock sales report.
FIX. Description line moved over a bit on “Windows printer” invoice to avoid being too close to end of a long stock code.
FIX. Problems with customer details screen if a password was set for “on stop”.
1.63# Limited Release 23/01/2004
NEW. Team now has its own internal processing date that can be changed from the Tools menu. There is now NO NEED TO CHANGE THE COMPUTER DATE, and this should never be done as it can cause serious problems, especially in multi-branch systems.
NEW. Global price changes now has an extra option “Zero” on the “based on” list. This makes it possible to set prices to a specific amount (use “Zero plus a value of …”).
FIX. Irish VAT return form report printed wrong figure for rate 0 balance if printed from the screen preview (i.e. print to screen then click the print button).
NEW. In a multi-branch system, pressing Ctrl+Alt+Shift+F2, and entering the top level password, toggles “Director Mode” on and off. This mode allows reports to be run for other branches (as if at Head Office).
NEW. Accounting centre for central accounting can now be a branch other than Head Office if required. Only available by editing the settings file – please contact the help desk.
FIX. Low Profit report did not show items sold for nothing.
NEW. Stock Check report changed slightly to be clearer when grouped by bin location.
1.62 Internal
Testing Only, not released.
1.61 20/10/2003
NEW. Stagnant Stock report now shows items that have been on the shelf since before a given date. The old-style stagnant stock report (items that have not been bought or sold recently) has been renamed “Slow-Moving Stock”.
NEW. Purchase Details report now has the option to order by stock code.
NEW. Reprint option added to Purchase Order Processing menu.
FIX. Stock Valuation Report (summary version) to Windows-type printer driver was incorrect.
FIX. MOT register report: Alignment problems with totals if printed from Windows 2000 or XP.
FIX. Curly brackets in custom headers and footers now set wide text even in Windows 2000 and XP. (Note: this will affect the whole line – mixed wide and normal text is not possible).
FIX. Auto Retail Adjust parameter didn’t work in multi-branch installations.
NEW. Printing of delivery notes can be toggled on the invoice payment screen. Click the tick box or toggle with Shift-F8.
1.60a 12/09/2003
FIX. Stock Valuation report sometimes picked up local cost price if run for another branch from Head Office.
FIX. Registration search improved on quotation screen.
FIX. POP back order report was showing cancelled orders.
FIX. Potential problem with auto-credit function allocation tracing fixed.
1.60 28/08/2003
NEW. Purchase Order Processing.
NEW. Payment type shown on Account Payments report.
NEW. Account Listing report can be ordered by name (search key) or by account code.
NEW. Registration, Customer Source and Customer Code can now be made compulsory.
NEW. Source can be selected from a pick list (set the list up through Options|System Setup|Customer Sources).
NEW. Customer Source Count report allows selecting of branch when run from Head Office.
NEW. Transactions relating to deleted customers or suppliers are now shown better in reports.
1.51 06/08/2003
NEW. Separate
FIX. Booking sheet didn’t work if the fitter initials contained a space (e.g. "A A").
NEW.
NEW. Stock level adjust feature. Select stock as for Stock Check report, then fill in new levels. The delivery/return is automatically generated and labelled as an adjustment.
FIX. Top sellers report shows levels for other branches correctly.
FIX. Stock Card showed levels incorrectly for credits.
FIX. Multi-user network systems could have delay in seeing other workstations’ changes on Windows 2000 or XP.
1.50c 30/05/2003
NEW. Ctrl+T enters the current date into the currently focussed field (Previous users of DOS Team note that it is Ctrl, not Alt). Pressing Ctrl+Alt+T enters the date and time.
NEW. Display allocations (F8) from customer invoice query now also works for credit notes (lists the invoices the credit has been allocated to).
NEW. Stock Movements report has subtotals by tyre size.
NEW. Outstanding Purchases and Purchase Listing reports can now be listed in either supplier’s invoice number order or Team purchase number order.
1.50b 21/05/2003
FIX. Quote screen crashed if F2 pressed while main menu active.
1.50a 16/05/2003
NEW. Supplier Payment report shows payment type.
FIX. Sales in Period report prints *** if number in monthly columns is too large to display (over 999 on dot-matrix printers, 9999 on Windows printers). It used to clip the last digit off, which could be confusing.
NEW. F8 stock query and F7 notes available from stock search.
NEW. Stock card shows supplier/customer for each transaction.
FIX. FIFO stock cost calculations improved. (could be inaccurate in certain situations).
NEW. Miscellaneous purchases can be entered for any branch from head office.
NEW. If using X999 account format, enter single letter for new account and Team will find the next available code.
1.50 28/04/2003
NEW. Remittance advice notes can now be sent to a different printer from invoices.
NEW. Insurance claim invoice feature added. To use this, you must set up stock codes EXCESS, VAT1 and VAT2, in a non-track levels category. Please ring the help desk for details.
FIX. Levels on stock card query could be displayed wrongly for stock involving internal transactions.
NEW. Faster loading of Team program.
NEW. MOT reminders can now be calculated by assuming that the MOT is due one year after an invoice containing a stock code "MOT". The old method (using MOT due date) is still available.
NEW. Print button now available on report preview screen even for text-only printers. The features are limited (it closes the preview and runs the report to the printer), but it saves having to select all the options again if you want to preview the report before printing it. For full printing features from the preview you must use a normal Windows printer driver (only really practical if you are using a laser or inkjet printer).
1.49f 11/04/2003
FIX. Unpriced delivery notes and advice notes still showed totals in footer.
FIX. Alterations made through Purchase Adjustments were not transferring between branches in a multi-branch system.
FIX. Held Invoice report always showed unit cost as zero.
NEW. Balance on customer search now displayed with "CR" or "DR" rather than + or -.
NEW. Alternative Customer Turnover report with extra sort options.
NEW. Address labels can now be printed to inkjets or laser printers using Avery L7161 labels.
NEW. Improved printing to networked dot-matrix printers in Windows 2000 and XP.
FIX. Problem with editing warranty returns fixed.
FIX. Statement aged debt filter wasn’t working properly.
1.49e 24/03/2003
NEW. Statement printing can be filtered to include only accounts with 1, 2 or 3 months aged debts.
FIX. Stock Print report wasn’t showing minus sign for negative levels.
FIX. Customer/Vehicle History report sometimes showed invoice lines in wrong order.
NEW. Changing name of cash customer from invoice screen now gives the option to create a new customer rather than change the existing one. This is useful if a car has changed owner but the previous owner is still a customer.
NEW. Outstanding Purchases report can now be run for a single supplier.
NEW. Customer search now shows source and balance. Balance is hidden if "show balance on screen" parameter is not set.
FIX. Stock Check report for head office did not work.
NEW. More room for long stock codes on End of Day Summary and Sales Details reports.
NEW. Price List report can now hide items with no selling price.
NEW. Payment type now shown on F8 payment queries from customer or supplier details screens.
1.49d 28/02/2003
NEW. Customer name trimmed to character instead of nearest word on aged creditor report, so more of long names is shown.
NEW. Miscellaneous purchases can now print a goods-in note, similar to a normal purchase. This option must be enabled on the parameters screen (general 2 tab).
NEW. Confirmed/Not Confirmed now shown on selection list for Purchase Adjustments.
FIX. Editing deliveries from another branch could corrupt the total in the header.
NEW. Booking reminder popups can now be disabled via a parameter if not used.
NEW. VAT breakdown now available on Daily Sales Breakdown report.
NEW. Price check report (on stock reports menu).
NEW. Purchase VAT Summary report can be run for a single branch from Head Office.
NEW. Outstanding Purchases report can be run for a single branch from Head Office.
1.49c 13/02/2003
FIX. Delivery saving in multibranch systems was faulty.
1.49b 11/02/2003
NEW. Cross-references now have the option to change only if alternative is in stock.
NEW. The "COD" button on deliveries can now be disabled by a parameter for people who don’t use COD (stops it being selected accidentally).
NEW. Purchase Listing report now has option to show only COD purchases. This is useful if some have been entered as COD by mistake.
FIX. In a multi-branch system, stock lines on a delivery for a different branch could be edited, which could then make the stock levels at the local branch incorrect. This should not have been allowed, and is now blocked.
FIX. MOT register report sometimes didn’t print year of registration correctly if four-digit year had been entered.
FIX. Stagnant Stock report not working on single-branch systems.
1.49a 28/01/2003
FIX. Batch invoice printing (from invoice reports menu) wasn’t printing footers properly.
1.49 20/01/2003
NEW. "Head Office" shown on background when running the head-office system of a multi-branch installation, to avoid people accidentally using the wrong version.
NEW. Prompt for "load customer details" after entering registration on invoice can now be turned off by a parameter.
NEW. In a multi-branch system, invoice searches by default hide invoices from other branches, to make it easier to find invoices. They can be shown if wanted by pressing F5. At Head Office, the default is to show all invoices.
FIX. Cost prices could be inaccurate if using FIFO method in a multi-branch setup.
NEW. The stock location can now be changed from the delivery screen to save having to go into the stock details screen if the location is changed.
NEW. Multiple-page invoices now show "CONTINUED" in place of the totals until the last page.
NEW. Reports can now be printed for Head Office only (used to be possible for All Branches or one branch, but not just HO).
1.48k 23/12/2002
NEW. Exhaust assembly kits now edit the Timax lookup file rather than creating normal kits.
FIX. Figure for cash sales was wrong on Customer Turnover report.
FIX. Editing existing cash customer now leaves lookup field alone.
1.48j 17/12/2002
FIX. Balance shown on remittance advice for new supplier payments now includes the new payment. Also, balance is meaningless on reprinted remittance advices, so it is now hidden.
NEW. "Purchase Listing 2" report. Same as normal purchase listing report but shows net values in place of quantity.
NEW. Exhaust assembly kits can be overridden by editing through the kit editor. If you enter stock codes into an exhaust assembly kit (e.g. SA360050) Team will use these instead of the default ones.
NEW. Extra "auto-add" items on categories.
NEW. Allocations can now be viewed from the Customer Details|Query|Invoices screen, making it easy to find the payment(s) allocated to an invoice.
1.48h 26/11/2002
NEW. Stock Movements and Stagnant Stock reports can now be run for any branch from Head Office in a multi-branch system.
FIX. "Search items in stock" parameter sometimes still didn’t work (oops!).
1.48g 19/11/2002
FIX. "Search items in stock" default parameter wasn’t working.
FIX. Invoice and MOT report column alignment problems under Windows 2000 or XP corrected.
1.48f 4/11/2002
FIX. MOT register report wasn’t printing properly.
NEW. Reprint remittance advice feature improved to work better with ex-DOS Team data.
NEW. Fitter performance and breakout reports can be printed for individual branches from head office.
FIX. Reloading a held invoice with edited cost prices, then editing the selling prices again could cause the cost price to reset to zero. Also the cost price prompt will now pop up when editing a line rather than just when it is first entered.
NEW. Petty cash report now defaults to hiding COD transactions to make VAT return calculations easier (COD transactions would be included twice if the entire petty cash is added to the total purchases).
NEW. Stock valuation report can now be run for all branches from head office, rather than having to pick one branch at a time. The average cost shown in this case is the average across all branches.
NEW. Account payments at point of sale now deal with multiple payment types much better (rather than lumping payments into one record with no type).
NEW. Parameter to enable/disable display of whole stock file before stock search.
NEW. Parameter to switch between full name and initials for fitter on invoice.
NEW. Price List report now has "detailed" option to show stock code and quantity in stock.
NEW. Extra filter options on Stagnant Stock report.
1.48e 16/10/2002
FIX. Sizing of calendar form improved to avoid being obscured by F-key bar when Team is running maximised.
NEW. Address label printing improved to avoid printing duplicates.
NEW. Date can now be entered for petty cash transactions.
FIX. Notes/delivery addresses weren’t printing on delivery notes.
NEW. Warning is now displayed when entering stock into an invoice or delivery if stock notes exist for that stock item.
FIX. Labels weren’t printing properly if a large number of customers selected.
NEW. Deliveries now displayed in reverse date order on purchase adjustment screen.
NEW. Kits including fractional quantities are now allowed.
NEW. "Show only items in stock" filter on stock search can now take other branches into account on multi-branch systems (so that items in stock at any branch show up, rather than just those at the local branch).
NEW. Stock valuation report now has option to disable tyre size ordering (so it just lists in alphabetical stock code order).
1.48d 11/09/2002
NEW. "All" option on branch selector box for head-office reports.
NEW. Warranty returns features improved for compatibility with multi-branch systems.
FIX. Problem with fractional quantities in invoice F6 Adjust feature fixed.
NEW. Telephone number column on customer search is now wider.
NEW. Graphs can be passworded.
NEW. Stagnant Stock report now takes deliveries into account as well as sales.
FIX. Order of search columns fixed.
1.48c 19/08/2002
FIX. Warranty returns advice note showed customer even if none entered.
NEW. Cash payment method no longer has to be first on list (although the order must still be decided before any transactions are put through Team).
NEW. Customer Turnover report can now show zero turnovers, so it can be used to find customers who have not been invoiced since a date, for example.
FIX. Some minor problems with stock query fixed.
FIX. Putting an empty delivery on hold now works.
1.48b Only limited release
NEW. "Retype Stock Code" option available if unknown code typed in invoice or delivery.
FIX. Booking sheet only worked if fitter initials were 2 characters long.
NEW. Reprint remittance advice for supplier payments.
NEW. PriceBIncVAT, PriceCIncVAT, PriceDIncVAT available as search columns.
NEW. All columns in stock search are now user-definable, apart from Stock Code and Description.
FIX. Warranty returns sometimes failed to print.
1.48a 29/07/2002
FIX. Problem with 100% discounts on invoices fixed.
FIX. Possible looping problems in global changes fixed.
1.48 12/07/2002
FIX. Resizing or moving report preview window could leave Team looking odd (appeared to have crashed until report is closed). This is now prevented from happening.
NEW. Multibranch system now transfers "last delivery reference" for stock at other branches.
FIX. Stagnant stock report wasn’t working.
NEW. Multibranch capability of Stock Reorder report improved to include last supplier.
NEW. "Historical" files from DOS Team now fully supported. (Needs conversion routine 1.61).
NEW. Stock Movement, Stock Valuation and Stagnant Stock reports list tyres grouped by tyre size rather than stock code order.
NEW. Profit can be hidden on Sales Summary report.
NEW. Sales Summary report has its own password level.
NEW. Option to print bin location on invoices and/or delivery notes (on Company Details|Invoice Setup).
NEW. Statement printing and Aged Debtors report can be filtered by customer source.
NEW. For multibranch systems, there are now two types of "Local Accounting". It can either be set to allocate payments and invoices produced at the local branch or to allocate all payments and invoices for customers "owned" by the local branch. In the second case, a branch is said to own a customer whose Source is the same as the Branch Number.
FIX. MOT Register report now ignores cancelled certificates (type C) when calculating totals.
FIX. Problem with quick location changes fixed.
NEW. Expanded diary features.
NEW.
FIX. Problem with F6 adjustments on invoices with mixed –ve and +ve levels fixed.
NEW. Customer can be left blank on warranty returns.
NEW. Pressing F10 on stock search displays alternatives for selected stock code.
FIX. Customer balances were not being updated immediately after doing a refund.
NEW. "Windows Printer" invoices and statements adjusted to line up better with windowed envelopes.
NEW. Bin Location Check report. Shows contents of each bin location and highlights empty locations.
FIX. F10 Profit window from invoice screen was not showing discount in total price.
FIX. Low margin warning on invoice screen was not allowing for discount.
NEW. Backup makes more efficient use of large backup media (such as zip disks).
NEW. MOT Register has "goto registration" option.
NEW. Global price changes can now round to nearest x or force pence, with or without VAT.
1.47f 19/06/2002
NEW. Length of comments on invoices (F5) limited to try to avoid over-running space when printed.
NEW. Exhaust search (F9) now displays stock codes (but no description or price) for items not in the Team stock file.
NEW. Pie chart of sales by category (by net, profit or quantity).
NEW. Customer account code can be hidden on invoices. (Options|System Setup|Company Details|Invoice Setup|Print Account Code)
1.47e 17/06/2002 (very limited release)
FIX. Invoice number on warranty returns can now includes prefix letters.
NEW. Delivery address prints on standard 11" invoices (but only if VAT breakdown not used).
1.47d 07/06/2002
NEW. Can now use 7 lines for address if required rather than the standard 5 (set on parameters screen). Note that if you are using QuickAddress Lite for postcode lookups you will need to change its settings to work with 7 lines, because the Post Office standard is 5 lines.
NEW. Separate delivery addresses can now be set up for customers (press F6 on customer details screen). Delivery addresses only print on the alternative invoice layouts (8.5" long paper) at present, but this may change subject to demand.
NEW. Range of accounts can now be specified for statement printing, rather than just the start.
1.47c 31/05/2002
FIX. Escaping from middle of adjustment screen could cause error messages. Fixed.
FIX. Dates on invoice could not be left empty once the box was entered. Fixed.
1.47b 27/05/2002 – Major multi-branch update
NEW. "Verify Stock on Hold" utility improved so it also clears up any stray records left by previous problems.
NEW. Lots of changes and additions to multi-branch functions.
FIX. Was possible to "fool" the validation on invoices or deliveries if caps-lock was on, and enter a stock code that didn’t exist on the stock file. Fixed.
1.47a 15/03/2002
NEW. Stops people running Team in resolution less than 800x600 because this causes crashes.
FIX. Problem with COD function updating petty cash figure in sales summary wrongly fixed.
1.47 08/05/2002
NEW. COD deliveries can now be done easily. After entering an invoice, select "Pay COD" at the prompt and Team generates a payment, allocation and petty cash transaction automatically.
NEW. Extra "quick search" field on stock file to be used for alternative searches.
NEW. Stock search parameter can now be set to default to any of the
available fields on the stock search. The valid settings are "C"ar
NEW. All reports now have "Windows" printer layouts, so will now be compatible with non-ASCII-compatible printers.
NEW. Parameter to disable "Details OK" confirmation dialogs if people don’t want them.
NEW. Date can now be edited on deliveries/returns screen.
NEW. Aged debts warning on invoice screen now shows aged debts figures.
NEW. F12 now does popup vehicle/customer history. System lockout is now Ctrl-F12.
NEW. Unconfirmed purchases highlighted on purchase select dialogs.
NEW. Delivery details can be viewed with F6 from purchase select dialogs.
NEW. Messages such as "See Notes" on customer details, invoice screen etc can now be clicked on with a mouse.
NEW. Parameter to hide telephone number on statements.
NEW. Parameter to hide old held invoice number ("reference") on invoices that used to be held.
NEW. Parameters to hide header and column titles on deliveries.
NEW. Footer for advice notes (held invoices).
NEW. Global changes now has the option to process a second pass, so things like "10% plus a fiver" can be calculated without having to run the operation twice.
NEW. Reminder labels mailmerge file now includes registration, MOT due date and Service due date.
NEW. Mailmerge functions now prompt for file name rather than forcing C:\CUSTOMER.TXT
NEW. Windows XP compatible text-only printing.
NEW. New dongle driver. Simpler to install and XP compatible.
NEW. 8½" long and RapidFit invoice layouts now available.
NEW. Stock Card now calculates levels on-the-fly based on current level, so looks better if system date has been backdated.
NEW. Verify Running Stock Levels utility. Recalculates the level figures held in invoices and deliveries, used by reports such as Stock Movements. If backdated transactions have been entered, these levels can be out of step and will be sorted out by this utility.
NEW. Parameter to enable/disable the creation of TSAL record on startup of Team, so people can decide whether to log a "trading day" every time Team is run just to look at a report or something.
NEW. Ability to reprint historical invoices from DOS Team if they have been converted. (Conversion utility on its way very soon).
1.46c 12/04/2002
NEW. Improvements to handling of numeric stock codes in Kits.
NEW. Some issues with MOT register editor fixed.
NEW. Sales summary tidied up to make it clearer (some redundant totals removed etc)
NEW. Adjust invoice total function improved to work better with credits.
NEW. "Auto-Credit" feature added to invoice screen. Press F7, select an invoice and the credit is automatically created on screen as if it had been typed in. This can be automatically allocated against the original invoice, so is useful for cancelling invoices entered in error.
NEW. Incorrect opening level on stock movements report fixed.
NEW. If "show sales" is not selected for a stock reorder report, the column heading is now hidden to avoid confusion.
NEW. Stock quantities on stock reports are now rounded to integers to avoid displaying decimal places when most of the time the figures are integers anyway. This gives more room for descriptions.
NEW. Full fitter name shown on invoice rather than just the initials.
NEW. Bold font used on search screens for clarity on poor monitors.
NEW. Manufacturer added as filter on stock reorder report.
1.46b (limited release)
NEW. Enhanced alternatives box on stock query. Now shows last cost price and alternatives can be selected and put into invoice/stock detail screen.
NEW. Custom warning can be displayed on Team shutdown. Set up from a new menu option Options|System Setup|Auto Text and Warnings.
NEW. Up to six automatic rem lines can be added to invoices and quotes. Set up from the new Auto Text screen on System Setup menu. If a quote is reloaded these lines are removed ready for further editing.
NEW. No spaces are now allowed in stock codes, to prevent people from accidentally creating multiple codes for the same item (one with space, one without).
NEW. Background colour can be selected.
NEW. New Team Systems logo incorporated into all parts of Team.
1.46a 20/03/2002
NEW. Verify stock on hold utility.
NEW. Extra analysis field on stock file, used by some reports (stock print and stock checks at present).
NEW. Title of Team application on Windows taskbar now shows data dir name (useful for identifying multiple instances of Team).
NEW. Verify average stock prices utility.
NEW. Improved average cost calculation for FIFO mode.
1.46 18/03/2002
NEW. Purchase reports now have "Resale/Not Resale/Outside VAT/All" selection.
NEW. Last price paid lookup from invoice screen and customer/supplier queries speeded up.
NEW. Price List report (on stock reports menu).
1.45j 12/03/2002
NEW. Reminder Labels report now has option to output to mail merge file rather than normal report.
NEW. Minor issues with invoice footer fixed.
NEW. Minor issues with sales summary fixed.
NEW. Much faster lookups on reprint invoice (by reg or account) and load held invoice screens.
NEW. Stock valuation reports now use last cost for negative stock levels, because there is no average cost.
NEW. Petty cash screen now lets you edit the VAT amount.
NEW. Release notes available from help (under "References" section)
1.45h 08/03/2002
NEW. Improved HTML help handling (can use escape to close etc.)
NEW. Registry key for printer control codes in Win2000 is now set up automatically if not there (used to have to edit codes through driver to create key before TEAM could update it). This means that Win2000 machines can just have a Generic/Text Only driver installed and more no setting up of the driver is needed outside TEAM.
NEW. "Small Text" (Sheet Number by default) column added to invoice lookup listings.
NEW. Printing of comments on invoices rewritten to work better on Win2000.
1.45g 05/02/2002 Mainly Windows 2000 printing improvements
NEW. Much faster printing from Win2000 using Generic Text-Only driver. Use generic driver and set font name to "Device Font", then set control codes to suit printer.
NEW. Invoice printing report can now be sorted by customer.
NEW. User-definable fields can now be set to print on the invoice in the same way as they can be set to show on screen (Company Details | Invoice Setup)
NEW. More friendly lock message on reloading held invoices locked by another user.
1.45e/f
NEW. Printing and file-locking improvements.
NEW. Multi-directory backup features made Win2000 compatible.
1.45d
NEW. Stock delete warning now checks for levels at other branches.
NEW. Stock check report has option to show all stock even if zero level and not active.
1.45c 22/02/2002
NEW. Sales type (account, cash, internal) now selectable on top sellers report.
NEW. Sort by profit option on stock search now lists in reverse order (so highest profit is at the top – seems more useful that way).
NEW. Printing to screen… now shows preview of what will appear on selected printer (in Team printer setup) for that report, rather than Windows default printer. This stops problems that can happen if the default printer is a text-only one. Print button is available on preview if a Windows (non-text) printer is being used.
NEW. Stock F8 queries can now be toggled between hiding/showing internal transactions.
NEW. Stock reorder report has option to disable order by supplier (so tyres will be just in size order rather than being split between suppliers).
NEW. Search by postcode on customer and supplier searches.
NEW. Stock movements report has option to exclude internal transactions.
1.45b 18/02/2002 (
NEW. Sales Summary report now has extra "expected" column in cashing-up section.
NEW. Some reporting tweaks for Win2000.
NEW. Prints customer’s VAT number on invoice (below customer address) for EC customers.
NEW. HTML help file. (need to distribute TeamWinHelp.chm)
NEW. Cross-references on deliveries fixed.
1.45a 13/02/2002
NEW. All wide reports now have Windows printer layouts.
1.45 – Needs TeamTran 1.20 – 08/02/2002
NEW. Now checks for Team being open in alternative backup paths before doing backup.
NEW. Printing held invoice (advice note) no longer sets printed flag in
NEW. Extra overrider type "Actual Cost of Item" (note that this will only work properly if FIFO profit calculations are set, otherwise it will do the same as Average Cost overrider).
NEW. Levels at other branches can now be put in search columns with Level0002, where 0002 is the branch number.
NEW. Stock details and prices can now only be edited at stock master if multibranch system.
NEW. Statements now ordered by invoice number within date.
NEW. Categories can be deleted (but only at stock master).
NEW. Categories can only be added or edited at stock master in a multi-branch system (TeamTran now transfers categories).
NEW. If an invoice or delivery number that has already been used (for the same supplier) is entered on the delivery screen, Team shows a warning to try to avoid people booking in the same delivery twice.
NEW. Global changes enhanced to include price range and tyre size, profile and diameter.
NEW. Quick price changes now updates last cost as well as average cost (to bring in line with DOS Team).
NEW. Unconfirmed purchases are highlighted on supplier payments screen and no allocations are allowed against them.
1.44i
NEW. Other branch features on some stock reports.
NEW. Stock Print report can now be filtered by category, stock code or bin.
1.44g 28/01/2002
NEW. Bar code reader compatible. If a numeric 12-digit or greater string is entered into a stock code field, Team looks in the BarCode field of TSTK and translates the code to a stock code if found.
NEW. Backup can now include up to three extra data directories, so it can be set up to back up head office and local branches automatically from one operation. The settings are in the parameters screen under the Backup tab. Note that backup drive letter parameter has been moved to this tab. Each additional data directory must be assigned a ZIP file name (without extension), and the ZIP file copied to disk will include the normal ALL.ZIP plus the extra ZIP files from other directories.
NEW. Stock search now takes wild cards in description and stock code boxes. Wild card is a question mark and can go before or after the text. So, ?BAT? lists all descriptions containing BAT. Actually, the trailing ? is assumed, so ?BAT will find all things containing BAT. Also works much better with numeric codes (123 will pick up 12345 as well as 123AB – used to have problems with right-justified numeric codes).
NEW. Stock descriptions on invoices wrap if too long to fit on one line.
1.44f
NEW. Deleted records file (TDeleted.DB) added for use by TeamTran. Holds details of any records deleted or keys changed.
NEW. Customer code fields in all files extended to ten characters. This is to allow for site ID to be appended to cash customer codes to make sure they are unique in a multi-user environment.
NEW. Discount shown on quotes.
NEW. Vertical offset now affects statements.
NEW. Problems with Retail Price Adjust on reloaded deliveries fixed.
NEW. Registrations are now stored including any spaces.
NEW. Multi-branch transfer compatible.
1.44e 19/12/2001
NEW. If the "VAT-exclusive" status of a customer is changed between holding an invoice and reloading it, the VAT is recalculated to reflect the new tax status of the customer.
NEW. Better error message handler during initialisation process.
1.44d 14/12/2001
BUG. Backup improvements under Win2000.
NEW. Splash screen added.
NEW. Vertical offset of invoice can be adjusted in lines (1/6") on printer setup screen. Only affects invoices and quotes. Useful for people who print invoices on headed paper using strange printers or paper.
NEW. Previously numeric fields in invoice header ("Mileage" and "Annual Miles") are now strings, so can be used for any data.
1.44c 10/12/2001
NEW. Sales details report improved.
NEW. Backup and PartCo update now NT/Win2000 compatible (use short pathnames in batch files otherwise cut-down command.com doesn’t understand).
1.44b 6/12/2001
NEW. Stock Card, Invoice and Purchase stock queries now highlight held transactions in red.
NEW. Second currency figure now shown on quotes.
NEW. Automatic cross-reference brought in line with how DOS Team handled it.
NEW. Delivery now warns if a credit is entered, and reason defaults to Correction for credits.
NEW. Pick credit on supplier payments now shows invoice number.
1.44a 26/11/2001
NEW. Can now use up/down arrows to move around fields on cash customer address dialog.
NEW. After entering registration, warns if held invoice exists for that car.
NEW. Stock code searches for numeric codes improved.
NEW. Next purchase number displayed on misc purchase screen, instead of "NEW".
NEW. Purchase screen now has intelligent totals update code like on invoices to avoid wrong line totals if people change one field then scroll down without pressing enter.
NEW. Misc purchases and Purchase adjustments screens leave the supplier code in place so multiple entries for same supplier can be done by just pressing enter.
NEW. Purchase adjustments now allows editing of Purchase, Invoice and Delivery number fields.
NEW. Correct Sales Summary changed to avoid problem with data converted from DOS Team (some account payments could look like cash ones because of blank pay_cust field).
1.44 (NT-Compatible Release!) 19/11/2001
NEW. Delivery (Goods In) footers fixed.
NEW. VAT rate editors on company details screen are more friendly – no need to type decimal places if not required.
NEW. File deletion routines improved to work on NT-based machines (including Win2000 and XP).
NEW. NT-compatible printing routines.
NEW. Invoices, quotes and statements now show currency symbol on all totals.
1.43i 12/11/2001
NEW. Exhaust lookup improved.
NEW. Update Exhaust Systems option on utilities menu to build exhaust assembly kits.
NEW. "Hold Invoice" prompt now defaults to yes rather than cancel.
NEW. Calendar display of bold days improved.
1.43h 8/11/2001
NEW. Reorder report now shows last supplier bought from (but not for converted DOS data).
NEW. Exhaust lookup (F9) highlights parts not in stock with red box.
1.43g 2/11/2001
NEW. Warning shown on entry to TEAM if it is a pre-euro archive copy (i.e. directory is called PRE-EURO).
NEW. Issues to do with selection of credit note from account payments screen fixed.
NEW. Customer telephone number on statements.
NEW. Display "see customer notes" on invoice screen if customer notes exist.
NEW. F4 lookup for reg number by customer code on vehicle history, invoice and invoice reprint.
1.43f 29/10/2001
NEW. Invoices print second stock description if one exists, for normal stock lines and kit job details.
NEW. Show kit prices on invoices as total only or details. Controlled by Show Kit Prices parameter on invoice details tab of company details screen.
NEW. Petty cash entry dialog now takes gross value rather than net.
NEW. Warnings that "petty cash isn’t included" added to foot of purchase VAT summary and VAT return form reports.
NEW. Petty cash report now shows gross value rather than net.
NEW. Stagnant Stock Report. Shows all items in stock (level > 0) not sold since a date.
1.43e 25/10/2001
NEW. Dealing with numeric account codes improved.
1.43c 23/10/2001
NEW. Printer settings INI file can now be specified in a switch /PRN_, such as /PRN_COMPANY1. This is to allow people to have multiple printer setups on the same machine.
1.43a
NEW. Invoice and delivery screens now warn if a negative price is entered, as this is usually a mistake (people enter a credit and put –ve cost as well as quantity).
NEW. Invoice printing report can now print reprints, so it can be used as a batch invoice reprint function.
NEW. Top sellers report (stock reports)
NEW. Some reports have versions optimised for Windows printer drivers. Reports done are VAT Return, Aged Cred, Aged Debt, Deliveries & Returns, Top Sellers, End of Day Summary, Purchase Details, Stock Check.
1.43 9/10/2001
NEW. Invoice reprint screen now shows "(Printed)" if selected invoice has been printed before.
1.42i 3/10/2001
NEW. Temporary file deletion routine now checks for temp directories still in use by attempting to delete PDOXUSRS.LCK. This method will be more friendly in the future if people want to run multiple instances of Team (the old method risked deleting batch files and things that were still required by an instance of Team).
NEW. Pressing Ctrl-E on the invoice (or quote) screen toggles display of total between currencies. Background is green for second currency to make it clearer which currency is selected (also displays currency symbol if defined).
NEW. Windows NT/2000 use a different dongle driver, which is now detected correctly by Team.
1.42h 25/9/2001
NEW. Invoice balance check utility extended to cover credit notes as well.
1.42g 24/9/2001
NEW. Temporary file deletion routine improved.
NEW. Changing VAT rate(s) in category now prompts to update all stock items in that category.
1.42f 17/9/2001
NEW. Minor issues on Remittance Advice report fixed.
1.42d (only limited release)
NEW. Improved checks before backup to make sure no files are open.
1.42a 3/9/2001
NEW. Bulk buy features tightened up to make sure people don’t try to use both methods at once. Team will now not allow deliveries of a stock code in a bulk category and forces the stock to be booked in through the bulk code. Also, it will not allow a bulk code to be set for a category where any stock has a level.
NEW. Validate Purchase Balances on utilities menu. Makes sure balance of purchases is correct.
1.42 30/8/2001
NEW. Extra field in category file "Bulk Stock Code" allows setting up of bulk buy situations. For example, set the Bulk Buy Code of category PartWorn to point to a stock code PW in another category. Bulk deliveries of partworns go through the PW code. Sales of anything in PartWorn category then get cost price and update level in the PW stock code. Hard to explain but simple to use!
NEW. Warranty Returns Report.
NEW. Editing of paid deliveries not allowed.
NEW. Customer mail merge.
1.41f
NEW. Stock codes using the " character (such as 14"TUBE) can now be used.
1.41e
NEW. Colour setting now in Company Details (on General tab). Note that this setting is overridden if a /COLOUR switch is used on the command line.
1.41d
NEW. Correct Sales Summary improved.
NEW. Sales Details and Sales In Period reports now include stock even if it has been deleted from stock file. This makes sure the totals of these reports tally with those of Sales Summary etc and stops accountant types moaning. Deleted items are shown with a level of "Deleted".
1.41c
NEW. Reminder Listing report.
1.41b
NEW. Print option on memo editors (notepads and calendar).
NEW. "Print Invoice" checkbox on invoice payments dialog so default action as set up in customer record can be overridden for individual invoices.
NEW. Customer Turnover Report. Shows cost, nett, VAT and gross for all sales per customer within a date range.
1.41a
NEW. Prints total balance of statements in second currency if exchange rate is set.
1.41
NEW. Fitter performace report now ignores held invoices.
NEW. Correct Sales Summary function under Utilities menu.
NEW. Partco price update now works even if path to Team contains spaces.
NEW. Temporary file clearup made more reliable.
NEW. Extra overrider type "Force margin of" that will force margin even if it means lowering the price.
NEW. Overriders for account "C" will now get picked up for all cash customers, even if they have names and addresses (and have therefore been allocated a code).
1.40h
NEW. Held deliveries can now be deleted from "F6 change" box, like with held invoices.
NEW. Data path can now be set using switch /DATA_ This will be useful for multi-branch and multi-company sites to avoid having to have loads of copies of TEAM on the machine. Relative path is taken from team DATA directory, so /DATA_HO would use …\TEAM\DATA\HO\. Fully qualified path is taken literally, so /DATA_C:\MYDATA uses C:\MYDATA\. Paths involving spaces must be put in double quotes as follows: /DATA_"C:\My Data Dir\Team Archives\August 2000"
1.40g
NEW. Selection of invoices on reprint invoice screen improved and made easier.
1.40d
NEW. Auto description generator for tyres now works for a wider range of tyres. For example, it now works with tyres such as 9R22.5, 10.5R20, 1100R20.
NEW. "Other tyre" lookup now uses three separate fields, making lookup of lorry tyres etc easier. Also now allows decimal points.
NEW. REM lines now word-wrap and automatically create another REM line if you type past the maximum length (30 chars). Only works on invoices at present, not deliveries.
NEW. The reprint invoice screen now has previous/next invoice for customer feature without having to go back to lookup screen.
NEW. Truck
NEW. Truck tyre casing tracking features. To use this feature, truck tyres must be in a category of type "truck tyres" (NB, that’s category TYPE, not name) and the Take Truck Tyre Details parameter must be set to Y. When a truck tyre is put on an invoice, the system prompts for driver details etc, then tyre casing details for each tyre entered. These details are printed on the invoice as REM lines. The casing tracking records can be edited through the Truck Tyre Casing Tracking option on the Stock menu.
NEW. Curly brackets in custom header now make text large and bold.
NEW. Payment terms now shown on invoice below total outstanding.
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End of Team for Windows release notes
(Previous versions were internal and
beta-testing releases)