Parts Tracker Revision History
4.0.14 (20 September 2013)
- The Trouble Call log window now shows the Call Type buttons in two columns instead of three so that longer call type names can fit in. (Unless there are more than 32 call types, in which case it displays three columns because two columns aren't enough.)
- Fix error that occurred when deleting sub-tasks for multi-machine shift tasks.
- Fixed a bug causing a blank machine list for a shift task if previous group was completed prior to due date.
4.0.13 (1 August 2013)
- No longer stops responding when scheduling a monthly task (nth weekday of month) with Icelandic date/time settings (and some other regions).
- Fixed error in Finance Summary screen with accounts with long names.
- The option "Stock Sheets - One Page per Bin" in the Genera Settings tab was not honoured. It is now implemented. This affects the Stock Sheets print out (accessible from the Stock Cards screen).
4.0.12 (1 December 2012)
- You can now view instructions for scheduled shift tasks from within the daily task list.
- The Parts List now allows deleting parts. To do so, select one or more rows (by clicking and/or dragging the mouse in the left margin) and press the DEL or DELETE key on your keyboard.
4.0.11 (14 September 2012)
- The Current Stock Report now allows selecting three modes of operation: Show both new and used parts, show only new parts, show only used parts.
- The Daily Tasks window now supports up to 5 shifts (previously it only supported 2 even though the settings window stated that 5 were supported).
- Stock card bin list is now sorted alphabetically.
4.0.10 (7 July 2012)
- Delete button on Completed Tasks tab now functions correctly.
- Some fields were not appropriately enabled/disabled in Task window when user did not have permission to edit/create tasks.
- A more user-friendly message is now displayed if a task schedule is created with a duplicate name.
4.0.9 (15 March 2012)
- The shift task list now displays a visible alert when the current shift or the current user has an assigned task due.
- The Open Order window has been improved: larger list, more details shown, simpler filter selection, preview of multiple order items.
- Parts Tracker will no longer revert to a blank (local) data file if the network data file is not found.
- The Parts Usage report would not display when a used part appeared more than once on the same order. This issue is now fixed.
- The Part Shortage report and Part Suggestions list were miscalculating the Qty to order (by not considering current orders correctly).
- An error message is no longer displayed when changing the supplier on an order if the order contains an item with no part number.
- An error message is no longer displayed if a task schedule's shift is cleared.
- Marking a completed task as uncompleted now clears 'completed by user'.
- Some minor cosmetic changes.
4.0.8 (30 October 2011)
- Miscellaneous account transactions now allow entry of separate invoice and payment dates.
- There is a new screen that displays both the Daily Tasks list and the Trouble Calls list meaning users can use both without switching screens. This new screen is found in the Maintenance main menu under "Combined tasks and calls screen".
- The Test & Tag report now shows the date the test is next due for each item, as well as the number of months or days to go (or red DUE if the date has arrived or passed).
- The Equipment list now allows you to filter by Location, to make it easier to find things when you have a lot of items.
- The equipment screen allows you to select from a list of previously-used locations (i.e. any location that has been used for another equipment item). This allows easier selection and consistency.
- You can now customise 'shifts' used for tasks - e.g. Day shift, Night shift, Graveyard shift, etc. This allows assigning tasks to these shifts. You can configure shifts in the Settings screen.
- You can now use a duplicate order number (i.e. an order number that you've already used). A warning is still displayed if a duplicate order number is entered, but you can choose to use it or not. This allows, for example, to send backorder requests with the same order number, and receiving backorders in a different order (for a different billing month) under the same order number (a requirement of some companies).
- Equipment/Asset list report now includes total current value of assets (for the detailed report) and item counts (for both the detailed and summary reports).
- The Parts Ordered report now includes options to sort by the last order number and the last order date.
- The print out of the Parts List screen is now sorted the same way as the Parts List screen itself, meaning you can apply a custom sort (by right clicking in the list) and then printing it out that way (it used to always print sorted by part name).
- The Recent Calls list in the Trouble Call Log screen now allows you to change the number of days of recent calls listed.
- The Machine Stock Usage Chart was not handling usage of "used" ("ex") parts, causing it to display blank pages.
- The Machine Stock Usage Chart had machines appearing out of order. Now fixed.
- The stock cards were not always being updated correctly when modifying receive qty for an already-received order. If backorders were involved, it also caused them to remain in the backorder list (even though they were received). This is now fixed.
- The stocktake button in the Receive Order form was sometimes popping up the stocktake dialog twice.
- When printing an order, if the order printout was configured (in Settings) to be sorted by Entry, an irrelevant popup would ask for an "order entry id".
- Some screens would appear as a tiny box if Parts Tracker was used on earlier versions of Access 2007 without windows updates being applied. Although the Microsoft update (Office 2007 SP 2) fixes this, it has been worked-around within Parts Tracker as well - BUT it is always recommended that you have Windows and Office updates applied (they are free and automatic, and protect you from system problems too).
4.0.7 (20 August 2011)
- The maintenance (event) log now allows filtering by Equipment Type and Equipment item.
- Now when a multi-lane task is completed and it is configured to log maintenance events, a single event is created for the range of lanes instead of creating one for each lane.
- Delete button on Completed Tasks tab now functions correctly.
- Error no longer occurs when trying to delete or edit maintenance events if there are many events (more than 32 thousand).
- Parts Usage report was not showing usage for non-lanes.
- The Parts List screen was not showing up in Office 2003. This has been fixed.
4.0.6 (20 July 2011)
- You can now export the weekly trouble calls directly to an Excel spreadsheet (with a similar layout to the Weekly Trouble Call report print out).
- There is now an "Add to Order" button in the Stock Card window allowing you to add the selected part to the currently open order, or to the order reminders list (works the same as the Add to Order button in the Part window).
- When a task is completed, a popup window is displayed asking for the user and optional comment. This selection defaults to the currently logged in user. This doesn't change who is logged in, but records the user as completing the task. This allows you to record tasks against multiple users without having to log in and out.
- The stock card window now lists part transactions in reverse order (so that the latest entries are at the top). This makes it easier to read when there are many entries. You can click the checkbox at the top of the list if you want to reverse this order.
- When tasks are completed, a comment is now requested. This is optional and is copied to the event log if an event type is selected for the task. This applies to ad hoc tasks as well as scheduled shift tasks.
- The Equipment list now has an option to filter by Equipment type.
- When a task is created for one lane (by leaving To Lane blank), an event was not being logged. Now fixed.
- Trouble call week 1 was reporting incorrectly (into week 1 of prior year) when configured with week 1 defined as containing 1st of the year and years configured as labelled by year end.
4.0.5 (21 June 2011)
- The stock card shows equipment name for parts used for equipment.
- The machine list in task window (when 'Individual tasks per machine' is ticked) was not working (you couldn't click on it)
4.0.4 (5 June 2011)
- You can now print the parts in the Parts List. It will print the parts listed, which means you can filter the list first (right-click the list, or press the "Unfiltered/Filtered" button at the bottom, first, and then print the resulted filtered list.
- Added additional user permissions to cover all functionality. Note that permissions are only relevant if you have users set up.
- When adding a part transaction from the Stock Card, you can now optionally select a To/From description instead of a lane number. Note that recording part usage for equipment automatically sets the From description field to the name of the equipment.
- The Daily Task list was not showing a scroll bar when many items were in the list.
- The Daily Shift Task list is now correctly sorted by priority.
4.0.3 (27 April 2011)
- Fixed problem preventing existing task from being edited.
- The Delete button in the Open Tasks screen was not working.
- The main menu was sometimes showing in front of the trouble call weekly report.
- The Open Tasks list was showing the wrong count.
4.0.2 (2 April 2011)
- The Parts Tracker login screen now uses a list of users rather than a textbox for username. This makes it easier to select a user. Note that you can still type in a name (and it auto-matches on key presses). A further enhancement a little down the track will replace the Login dialog with buttons (a la Windows).
- Current Stock report now includes separate total for the value of used parts (separate to 'new' parts).
- The Current Stock Export to Excel now includes a separate money value for used parts (separate to 'new' parts), plus a total of both.
- The Report toolbar has been modified to ensure the Send Email function is available (behaviour was inconsistent in different versions of Office). Export to Excel and Word options (in addition to PDF) have also been added as these are often useful.
- Right-click menu in Parts list screen was not working (meaning it was not possible to sort or filter the list) in Office XP.
- The sort order in the Parts List was not saving (resetting to default order every time the screen was opened). It is now saved.
- The Part Shortage report and Parts Suggestions list now takes into account the "Used" part stock quantity when working out the shortage.
- Fixed ribbon for Office 2010.
4.0.1 (1 March 2011)
- The main menu has been renovated to make it easier to use and easier to find things.
- Scheduled Tasks - Parts Tracker now supports managing scheduled tasks. Regular tasks can be scheduled and are generated automatically (e.g. each day, every second day, every Tuesday, every second week, once a month, etc). A daily task list shows what is due to be done each day (for day and night shift). Tasks are ticked off the list when completed creating an audit history and determining when the task is due next. Your event log is even automatically updated when a task is complete. Tasks can be scheduled for all machines, or tracked per machine (or pair) - e.g. lubricate one front-end every week - Parts Tracker automatically keeps track of which machines are done already - even if you do them out of order. Separate ad hoc tasks can also be created that are not on a regular schedule (e.g. paint walls, or upgrade chassis, etc).
- Log Defects (repairs required) - Parts Tracker allows logging defect on specific machines and track parts needed, time spent, work performed, parts used, etc, against the repair.
- Equipment/Assets - Parts Tracker now supports storing details of equipment other than lanes/machines. Examples include motors, ball returns, HVAC items, tools, electrical appliances. Parts Tracker supports logging events such as maintenance and test and tag, tracking parts used for individual items, including notes about a piece of equipment, and tracking an extendible set of details such as model, brand, serial number, purchase details, warranties, cost, voltage, type, horsepower, etc, etc (the list is fully configurable).
- Using the Equipment Test and Tag frequency and date fields, you can run a report to show you the last date each item was tested and tagged, and highlight those items which are due for re-test.
- New and Used stock - There are now two separate "in stock" quantities - one for new stock and one for used stock. These are shown separately on various reports and can be updated separately via the stockcard and stocktake functions. It is optional to use the new field (used qty) depending on whether you need to track them separately.
- Parts Importer. You can now import parts and prices from Excel spreadsheet file (.xls) into Parts Tracker. Parts and price lists can be obtained from your supplier (be sure to request Excel xls format).
- A Supplier Price Comparison report has been added which shows a breakdown of prices for each supplier.
- Trouble call "Find" tab now supports searching a range of machines.
- Applying an order reminder to an order now creates the order qty based on pack qty.
- The Parts Tracker licensing system (registration code and unlock number) has been replaced with a new system utilising your centre details (centre name, address and lane count) instead of settings of your computer. This minimises the chances that your unlock number will be invalidated if you upgrade Windows or change hardware. Existing registrations should not be affected. However, if you install on a new hard drive, you will be required to check your centre details and a new registration code (called an Installation ID) will be generated based on those details. Changes to centre details will require a new unlock number.
3.0.13 (20 February 2010)
- Registration was complicated due to new Vista and Windows 7 User Account Control. Licensing has been modified to avoid problems and make licensing easier on Vista and Windows 7.
3.0.12 (18 January 2010)
- The Part Shortage report now allows selecting a sort order before running the report.
- The order entry total price was wrong in the order export. Now correct.
- Fixed an overflow error in Current Stock Report (only occurred if a part's pack quantity was 0).
- Trouble calls for week 53 2009 and week 1 2010 were falling into the wrong week (depending on week numbering settings). Existing data will still be incorrect after this fix, but new calls will fall into the correct week. To fix existing calls, open each call in the call log window and just press Save - the timestamp will be used to calculate the correct week number. This fault only occurred if you enter calls via the log screen (in real time) (entry via the grid was correct) and only for the last week of 2009 and the first week of 2010.
- The Parts List screen has a toolbar which does not work in the Access runtime version. A new set of buttons has been added at the bottom of the screen to replace the faulty toolbar and to implement new functionality later. This is an interim change - the old toolbar will be removed in the next major release once the new functionality is added to the new button panel.
3.0.11 (22 April 2009)
- The Trouble Call Graph now filters out future weeks (or, more precisely, weeks that don't have calls logged yet for the current year) by default when selecting the Machine or Call Type categories (x-axis). This is so that if you're including last year calls on the same graph it will only include calls up to the same week as the current year - for a more sensible comparison. You have the option of simply choosing "All" in the week drop-down if you want to actually see all of last year's calls on the same graph as this year. (Note: this is only relevant when you are displaying both the current year and the last year on the same graph.)
- The trouble call graph/chart now correctly shares call count over a pair when viewing calls per machine. E.g. Ball Return or scoring faults can be configured to apply to a pair and a call on that pair will now show up as half a call to each when viewing the call chart per machine (this doesn't affect per week or per type graphs). [Suggested by Sean from Poole, UK].
- Include Header fields option wasn't working for plain text formats in the Export Order window. Now fixed. [Thanks to Kevin from PA, USA, for finding this].
- The Trouble Call Graph window was defaulting to the current calendar year instead of the current 'trouble call year' (which might be the financial year if that's how you have it configured), making it necessary to always select the proper year. This has been fixed - it now defaults to the current 'trouble call year'.
- The Find Calls tab in the Trouble Call Logging window now correctly returns calls for the pair for pair-based call types - e.g. searching on lane 2 now returns 1/2 Ball Return Fault if that fault is configured to apply to a lane pair instead of a single lane.
3.0.10 (1 April 2009)
- A new parts report has been added - the All Parts Transactions report. This lists all stock transactions (i.e. what you see in stock cards), of all types (e.g. usage, order, loss, salvage, transfer and stocktake) over a specified date period.
- Parts Tracker has had a "Check For Updates" function in the Settings menu for a while. This is now automated and will be triggered automatically every fortnight when you log into Parts Tracker. If you prefer this not to occur automatically, simply go to Settings -> Parts Tracker Settings -> General and untick the "Automatically check for updates..." option.
- Parts Tracker used to automatically do maintenance on the data file every 14 days (called "Compact and Repair"). This frequency has been changed to every 7 days. This operation keeps the data file in good condition and improves speed and minimises file size. Occasionally the operation will error if someone else has the data file open. This is fine - it will simply try it again 7 days later.
- The Parts Usage report was not ordering lanes correctly (e.g. it went 1, 10, 11, 19, 2, 20, 21, etc). Fixed now.
3.0.9 (1 March 2009)
- You can now export a list of your current stock to an Excel spreadsheet (via Parts -> Export Parts in Stock to Excel). This could be used if you have to send a list of your current stock to head office on a regular basis. Only parts with a current in stock qty greater than zero are listed.
- When receiving an order, you can now enter a receive date manually. It defaults to today, but can be changed to any date in the past. This allows you to backdate received orders so that the part stock card entries end up in the correct order. [Suggested by Alastair from the UK].
- The Part Usage Report now includes stock transactions that were not related to a specific lane. [Suggested by Sean from the UK].
- The Maintenance Checklist report now groups event types by category.
- The Maintenance Checklist now allows you to choose which event categories are included on the print out. When you invoke the report (from the Print Checklist button in the Maintenance Log window), a list will pop up allowing you to select which categories of event types should be included. [Suggested by Chuck from WA, USA].
- The Parts Usage report now also lists the stock balance after each transaction and the current in-stock quantity for each part. [Suggested by Sean from the UK].
- The Export Order function now supports an additional format: Excel (2000..2003). You need Excel installed to use this format.
- The Export Order window now remembers the previously-chosen options, saving you from selecting the options every time.
3.0.8 (1 November 2008)
- An order can now be copied to the clipboard for pasting into other applications (e.g. email) or exported to a file. Various formats are supported: plaint text, tab-separated, CSV, and OpenOffice Calc (with more to come). [Suggested by Mike from the UK].
- The Stock Card functionality now supports "Transfer" stock transactions. These represent stock transfers between bowling or stock centres (you can set up centres in the Settings window). This is different to part loans (which are tracked separately and are able to be 'repaid'). [Suggested by KCR from Melbourne]
- A new report has been added: Part Transfers. This lists stock transactions of type 'Transfer To' and 'Transfer From'.
- The order number (in the Order window) is now editable. It still defaults to the auto-generated number (which is the month, year and order count for that month, e.g. Sep08-2), but you can change it. It must be unique - i.e. if you enter an order number that is already used, it displays a message and disallows the change. If you clear the order number, it resets back to the auto-generated number (e.g. Sep08-2).
- The Print Copy and Price and Availability buttons in the Order window has been combined and replaced with a Print Order button. The Print Order button opens a window to select which Order-related report to print: the Order Form, the Price and Availability Request, or the Picking Sheet.
- The trouble call types list (Settings window) now lets you enter a mnemonic for each trouble call type. You can type this in when selecting a trouble call type in the call logging window as a shortcut to pressing the appropriate button with the mouse. E.g. you can press Enter to start adding a call, press the lane number (e.g. 12), then press the call type mnemonic (e.g. P for pile up, or EL for elevator, etc, whatever you have configured), then press Enter to save the call (or type in comments, etc).
- The trouble call types list (Settings window) now lets you specify which trouble call types allow entry of pins (e.g. for calls relating to specific pins/bins like pile ups, respots, etc). You can specify one or more pins when entering trouble calls in the Call Logging window by typing in the pin numbers (e.g. 2 6 10, or 123, or 4 7, etc). You can also specify "take away" pins by including a minus sign - e.g. -7 means remove the 7 pin, etc. The pin(s) specified appear in the call list print out (accessible from the Call Logging window).
- The Trouble Call Weekly report now honours the "Include in Rating" and "Report" flags correctly (which are configured against the Trouble Call Types in the Settings window). A call type will only appear in the weekly report if the Report flag is ticked. Further, if a call type is included in the report, it will only be counted in the rated calls (and affect the rating) if the "Include in Rating" flag is also ticked. Call types which are included in the report but not included in the rating are shown in a separate section on the report (i.e. the report is now grouped into "rated" and "non-rated" calls).
- The trouble call types list (Settings window) now lets you specify whether the call type applies to a pair. If it applies to a pair, then when that call type is selected, lane pairs will be listed instead of individual lanes. Note that calls logged against lane pairs will be shown in the weekly report and graphs against the odd lane. A future enhancement will be to report these evenly between the two machines (e.g. half each).
- In the Trouble Call Weekly Report, a lighter colour font is now used for per-lane and per-type sub-totals which are zero.
- The Open Order dialog box now includes counts next to each criteria option. E.g. if there are 2 uncommitted orders, then the caption is "Uncommitted (2)".
- Prices were not being populated on order form when using suggest parts for the first time immediately after creating an order, but only if no default supplier was set in Settings.
- The Current Stock Report (Parts -> Reports -> Current Stock Report) no longer excludes parts which have no price or pack unit quantity (this criteria was erroneously included in the first place).
- The bin drop down list in the stock card window is now sorted alphabetically.
- For sites who were using the trouble call logging module (beta version) and had set up call types corresponding to pairs, an error would occur when changing between call types that applied to a pair. The error has been fixed.
3.0.7 (1 August 2008)
- A report for miscellaneous account transactions has been added to the main menu under Finance -> Reports -> Misc Trans Detailed Report. This is the same report as shown/printed from with the Misc Transactions screen, but allows quick printing of all transactions by month or year (rather than going into the Misc Transactions screen, which doesn't support month-by-month filtering).
- You can now enter a discount (percentage) against a supplier which will apply automatically to all parts ordered from that supplier. [Suggested by Nick from CT, USA].
- Can now specify the sort order of the order screen, receive order screen, order print out, and price and availability print out. This can be configured by default in the Settings screen, and also overridden ad-hoc within the order and receive screens. [Suggested by KCR from Melbourne, Australia].
- The 'Choose part pack size' window now sorts by price per unit (from best price to worst price).
- Many companies who use non-calendar financial years (e.g. July to June) label their financial year based on the end date of the year - e.g. FY07/08 is labelled "2008". Parts Tracker now lets you configure this (by default Parts Tracker labels the year by the start of the year). [Suggested by Nick from CT, USA].
- Parts Ordered Report now allows extra criteria options for which orders are included and which date (order date, received date, billing month) the date filtering is applied to.
- Trouble call logging can now be performed in real time using the Trouble Call Log window. This is separate from the Trouble Call Grid window (which shows a per-machine-per-call-type view for one week), which is still supported. The Call Log window lets you log an individual call and includes extra information such as: the date/time, the user logging the call, a comment, the pin specification (for resets, etc). Calls logged this way automatically appear in the weekly grid window and the weekly report. You can still edit calls in the weekly grid, but note that calls added via the weekly grid appear as a single entry in the call log (which may comprise a call count greater than 1).
- Call Log window - calls logged are listed in the Call Log window with option to select 'today', 'yesterday', 'this week', 'last week'. You can also search for and list calls logged by date, machine, type and user.
- Call Log window - calls listed in any of the lists in the Call Log window can be printed using the Print button at the bottom of the list. This allows a fast way to print a filtered list of calls (e.g. calls from yesterday, or all calls this week, etc). [Suggested by Nick from CT, USA].
- Call Log window - you can click the small padlock icon next to the date/time field to lock the date/time. This means you can make multiple entries in bulk for a past date without having to keep setting the date. This could be useful if you - for example - log the calls the following day (from a written log sheet), etc. Note that if you log calls on a weekly basis, you can still use Parts Tracker's traditional weekly grid-view for trouble call entry (where you just type the call count for each machine/call type for that week).
- Call Log window - the call type buttons used in the Call Log window can be customised with respect to their colour. This helps the user find the right button quickly. The default 'rainbow' arrangement is just a sample. Press the Settings button to edit the button colours.
- Call Log window - the Summary tab in the Call Log window lets you quickly see a summary of calls occurring on each shift (day versus night) for each day of the current week (or the selected week). [Suggested by Nick from CT, USA].
- Call Log window - the Summary tab in the Call Log window lets you quickly see a list of repeat calls - i.e. if any machine has had the same fault (call type) more than once in the last seven days, it will apprear in this list. Double-clicking an entry takes you to the Search tab which lists the repeat calls on that machine.
- Now that call logging is (optionally) in real time, a week number is automatically determined from the current date. This requires you to configure the system by which you define your week numbers in relation to the date (and the year). Use the Week Numbering settings in the Financial Year tab of the Settings window to control how week 1 is defined in relation to the start of the year. [Suggested by Nick from CT, USA].
- Call Log window - the user can type lane numbers or trouble call type mnemonics to quickly select via the keyboard (saves mouse clicks).
- There is now a button in the trouble call entry grid window which jumps to the current week.
- Event types/categories setup screen was not working in Office 2007.
- A dialog was popping up unexpectedly to ask the user to save changes in Parts screen and Part List in Office 2007.
- Trouble call grid and chart was not working in Office 2007 (patch previously release - now incorporated into Parts Tracker).
- The picking sheet was sometimes not printing.
- When ordering a part which had no preferred supplier, a warning message was erroneously displayed.
- Bin drop down list in Parts screen and Parts list is now sorted.
- Deleting a part with a picture caused an error unless picture was deleted first.
- Fixed a bug in the Parts Usage Report which would occur if the same part was ordered twice on two orders on the same date (which affected the part of the report which shows the last price from orders for that part).
- The default order shipping method option in the Settings window was not working (it was always empty and didn't let you select a shipping method).
- Added more logging to help diagnose licencing issues.
3.0.6 (1 July 2007)
- You can now check for Parts Tracker updates by going to: Main Menu -> Settings -> Check for Updates. In a later version, this process will be (optionally) automated (but for now, it is manual).
- Category list in the Add Maintenance Event window is now alphabetical.
- The fields shown at the top of the order form print out have been rearranged slightly to improve readability and layout.
- The way the centre logo is stored in the Parts Tracker data file has been modified due to reports of various problems with the logo not appearing or appearing incorrectly.
- Creating a new part caused an error message to be displayed.
- The phone number formatting applied to the centre and supplier phone and fax numbers on the order form print out was not always formatting correctly, so it has been disabled (the automatic formatting, that is). If you want certain formatting applied to your phone numbers (e.g. spaces or brackets) then you can do so manually in the My Centre or Suppliers tabs of the Parts Tracker Settings window.
3.0.5 (3 June 2007)
- The Maintenance Event Log now allows you to enter a range of lanes and will automatically create an entry for each of those lanes. This saves time if you perform a task on a set of several machines. Supports both a range of individual lanes (e.g. lanes 5 through 10) or a range of pairs (e.g. 11/12 through 15/16). Note that it does note create a single log entry for the entire range, but instead multiple, individual entries for each lane (or pair) in the range. [Suggested on BowlTech.com by Doug from BC, Canada].
- The price and availability request print out now includes a column for unit quantity, allowing the supplier to know which bag/package quantity is being requested (since obviously the prices would differ depending on bag quantity). This only matters when the part is supplied in unit quanities of more than one (for the relevant supplier).
- The Miscellaneous Transactions screen now shows a total amount field (at the bottom of the list) for the listed transactions.
- The list shown in the Miscellaneous Account Transactions screen can now be printed out using the Print This List button at the bottom of the screen.
- Can now repeat the last parts search by a single click of a button in the Part Search window.
- On the Maintenance Log screen, the Category now filters the Event Type drop-down list. You can also type in an event type partial name at any time and it will jump to that one automcatically. [Suggested by Nick from Connecticut, USA].
- The settings screen in which the Maintenance Event Categories and Types are configured has been refactored to make it easier to use. There's also now a button on the Maintenance Log screen to jump quickly to the Settings screen.
- A new report has been added: Parts -> Reports -> Part Usage Report. This displays part stock transactions for a selectable date period, including date, lane, part number/name, quantity used and the value of the part. [Suggested by Doug from BC, Canada].
- You can now select a date range (year, month, specific dates, etc) for the machine stock usage chart (report). The report looks a little nicer now too. [Suggested by Doug from BC, Canada].
- There is now a button in the Maintenance Events window to jump to the Maintenance Event configuration.
- The supplier list is now sorted alphabetically in the Add Miscelaneous Transaction window.
- Supplier drop-down-lists in Parts screen and Orders screen are now sorted alphabetically (and now show the supplier suburb next to the name).
- Improved the visual indication of a part note in the Parts Window (it now shows in red and bold when there is a note).
- In the Miscellaneous Transactions screen, the Billing Month filter values and were matching the wrong year if a) you started your financial year in July and b) the current date was January or later. This is now fixed.
- Criteria selectors on the Mainenance Log screen were not working in combination, 'latest for lane' checkbox was not working. Can now use combination of criteria. Also, can now filter by category by itself.
- The parts list screen was not registering a stock transaction if the Units in Stock field was changed. Further, if Units in Stock field was being incorrectly reset if it had been changed in the parts list screen and another stock transaction was added (if no stocktake transaction had ever been entered). The behaviour has been corrected. Note that deleting stock entries now also affects the Units in Stock value. Stocktake entries will automatically be added if the Units in Stock value does not match the stock card transactions. This allows the stock transactions and current Units in Stock value to always be in synch.
- Stock now balances (a stocktake transaction is added) when you change the Units in Stock quantity in the Parts List screen.
- Previously, using a hyphen in a parts search (including on the order form) would cause Parts Tracker to not recognise the matching part. Typing numbers without hyphens worked fine. Now, if you type a hyphen, then Parts Tracker will do a hyphen-sensitive search; but if you don't include any hyphens, Parts Tracker will ignore hyphens for the search. Example: If a part is stored with hyphens as follows: 070-006-142, then following will match: 6142, 6-142, 70006, but the following will not match: 61-42, 0006-142, 070-006142 because the hyphens are not in the right places. In summary, Parts Tracker part number search will only care about hyphens if you include them in the search criteria. If you don't use hyphens in the search criteria, then Parts Tracker will ignore them in the search. NOTE: If your parts don't even have hyphens, then all of this is irrelevant to you (but don't try searching with hyphens since it won't match).
3.0.4 (4 December 2006)
- There is now a 'Picking Sheet' function available from the Receive Order screen. Pressing the Picking Sheet button opens a report that lists the received order with details including the received qty and the Bin for each part. This can help with putting the parts away in the right bin (especially in shops with many bins). The report can be just shown on the screen, or you can also print it out if your computer is far from your parts storage. There is also space on the print-out to write in the current stock level so that you can enter that back into Parts Tracker for stock tracking purposes. [Suggested by Gary from Oaklands Park, Australia].
- In the Add Maintenance Event dialog, you can now filter the list of event types by first selecting a category. If a category is selected, the list of event types will be filtered by that category. You can still select from the full list of event types by not selecting a category (then all types are listed). You can also type in the name (or partial name) of an event type at any time which will then jump to the correct category automatically. Basically this helps you if you have a lot of event types grouped by several categories. [Suggested by Nick from Connecticut, USA].
- The Finance Summary screen could not be printed due to an issue in Office XP SR2 or less. This did not affect Office XP SR3 or other versions of Office. It is now worked around in Parts Tracker (even in Office XP SR 2 or less if you still use those versions). [Thanks to Sean from Poole, UK for reporting this bug].
3.0.3 (10 October 2006)
- You can now edit maintenance events. Use the Edit button, or double-click an event in the list to edit the details. [Suggested by Clinton from Geelong, Australia].
- You can now enter an invoice number against orders and misc transactions. The invoice number is shown on the spending summary report. (Search by invoice number will be added later and is not yet supported).
- You can now enter a 'default order note' against a supplier. When an order is committed, then note will appear automatically (which you can then change per order if required). Different suppliers can have different default notes (or no default at all) as required. [Suggested by Sean from Melbourne, Australia].
- When an order is placed on hold, the bottom of the order screen now turns red (to make it more obvious). No functionality has changed - just the visual indication.
- The trouble call graph could not be printed after user upgraded to Office 2003 Service Pack 2. This is due to a change in implementation of a component of Office in that service pack. This has been resolved in Parts Tracker.
- In Office 2000, the order receive form was not showing the correct order. It would always revert to the first order in your data file. This problem appeared to be confined to Office 2000. [Thanks to Liam from Leigh, UK for valuable assistance in troubleshooting this problem].
3.0.2 (16 July 2006)
- With the inclusion of multiple prices per part, the unit price column had disappeared from the Parts List screen. This is now added back. It shows the price for the part's preferred supplier. It is also a drop-down list so you can quickly compare prices from other suppliers. Note: to edit the price, you need to switch to the single Part screen (but that is easy with the button in the toolbar).
- When selecting a price/pack quantity for a part with multiple suppliers, all supplier prices are now listed in the Choose Pack Size dialog allowing quick comparison between supplier prices during ordering. [Suggested by Sean from Melbourne, Australia].
- Parts Tracker has been revised and modified to allow non-English date formats to be used without causing errors as was previously the case. [Fixed with testing assistance from Thomas from Sarpsborg, Norway].
- The list in the Miscellaneous Transactions screen now updates a lot faster than previously when filtering by date.
3.0.1 (10 July 2006)
- Parts Tracker now supports storing different part prices per supplier. You can also specify a different part number and/or description for different suppliers, which is then used on orders to that supplier.
- Parts Tracker now supports ordering parts in different unit quantities. For example, a small part might come in bags of 10, but be ordered as a single item (per bag). If you order a quantity of 2, you actually receive 20 parts. Parts Tracker will apply the correct incoming quantity to your "units in stock". This allows you to order in different quantities while keeping the stock tracking under one part entry. Multiple pack quanties can be configured per supplier, per part. When ordering, if multiple pack quantities exist, a dialog will be displayed allowing you to choose. You can also assign a different part number and part description to each pack quanity (per supplier) - e.g. "BEARING (BAG OF 10)", and "070 006 142 BG", etc.
- You can now import picture files into Parts Tracker for each part (multiple pictures per part). You can import, view, print, and export part picture via the Parts screen. Warning! Part picture data is stored in your Parts Tracker data file. The data file will increase by the total size of the picture files that you import. Use JPG or GIF picture file formats if possible (as they are compressed format which will keep the size minimal).
- You can now add 'notes' to each part. This allows you to add extra textual information about a part not suited to the basic part description field (e.g. technical data, etc).
- The maintenance log now records the person who performed the maintenance. It defaults to the person logged in, but can be changed (to any user). This is included in the filtered list in the Maintenance Log screen and on the list print out. [Suggested by Craig from Werribee, Australia].
- You can now assign a default order quantity for each part. This means when you add the part to an order, it will automatically select the default quantity.
- You can now assign search keywords to parts and search by those keywords. In previous versions you had to include search keywords in the part description to search by them. Description is no longer used for searching (which means you can now use the description field as a proper textual description). You now use the keywords field specifically for search terms. Example: all the respot cell parts could be given the keyword 'respot'. Then, when you want to list all the respot parts when searching, you just type in 'respot'.
- The centre's email address can now be added (in the Centre Details screen: Settings menu -> Parts Tracker Settings -> My Centre Details). The email address is shown on the order and price and availability print outs.
- The Supplier's email address can now be added (Settings menu -> Parts Tracker Settings -> Suppliers tab). The email address is shown on the order and price and availability print outs. Note that the email address is not used in the email report function (yet).
- As per previous versions, when an order is received, part prices are automatically updated based on the prices in that order (which may have changed at receive time). In this version, the appropriate part price record according to unit qty and supplier will be updated, or added if it doesn't already exist. You can disable automatic updating/adding of part prices in the Settings screen (Main Menu -> Settings -> Parts Tracker Settings -> General tab).
- Budgets screen now allows entry of a yearly budget, which is automatically split over each month. Saves you typing the same amount twelve times if you happen to have the same budget amount each month.
- The Finance Summary calculations (used for the Finance Summary screen as well as the finance summary report) have been improved. The Accounts summary (showing each account for a particular month) is now around twice as fast. The 12-month summary (showing a single account broken down per month) is now around three times faster.
- Made various changes to the Spending Summary Report. Most notable is that now the report includes all orders for the billing period (not just received ones as was the case previously) - except 'on hold' orders. Other changes include: the addition of sub-totals for orders vs misc transactions; display of supplier for misc transactions (where applicable); display of order date for orders.
- Added a checkbox to specify whether uncommitted value is taken into consideration in the 'variance' figure on the finance summary screen.
- Added a button to the Miscellaneous Account Transactions screen to allow opening the Finance Summary screen directly. [Suggested by Sean from Melbourne, Australia].
- You can now open the receive order screen after you've received an order. This allows you to modify the receive quantities, prices and accounts for cases where you've received backorders, or in case you've made a mistake. Additional (or reduced) parts received will be updated into the stock cards against the current date (and kept separate to the original stock entries if any). Note that any changes to price amounts are recorded against the original billing month (which means if you bill an order to, say, June, modifiying it several months after it is received will still update June's accounts). If you want receive backorders against a differerent billing month, you should create a new order, add those backorder items to that order, mark it with the appropriate billing month; 'commit' it, and 'receive' it (all as you presumably do now because that was the only available Parts Tracker workflow). It will then count against that month's accounting. If you have alternate workflows that could be better automated by Parts Tracker, please let me know. [Suggested by Nick from Connecticut, USA].
- The backorder request dialog (shown when you press the backorders button from the order screen) now only allows adding backorders where the supplier matches.
- The format of reports (such as font, colour, lines, etc) have been revised and made more consistent across Parts Tracker.
- The 'Parts Ordered To Date' report is now much faster (was taking up to 15 seconds to run even for little data). Is now basically instant (less than 1 second). You could chalk that up to ingenius programming now, or bad programming originally (actually, I would say it's somewhere in the middle ;-) ).
- The Parts Tracker look and feel has been updated in various places. This makes it cleaner and in some cases easier to read/use.
- The Parts Screen now shows additional information about when a part was last ordered, and last used.
- For a received order, the 'Order Total' field at the top of the Order screen and the 'This Order' column in the account summary list (at the bottom of the Orders screen) used to show the original order total - that is, not taking into account backorders, but assuming all ordered parts were actually received. These fields now only include received parts. E.g. If you ordered $1000 worth of parts, but only received $900 worth due to limited stock/backorders, then the total fields will now show $900 (they would have previously shown $1000). You can still view the 'originally ordered' total (e.g. the $1000) by hovering the mouse over the Order Total field.
- Can now use the up and down arrow keyboard buttons to move within the receive order screen (makes it easier to use).
- The length of the Part Description field has been increased from 100 to 255.
- When opening Parts List from the Parts screen, the current part will be selected, making it easier to use the two screens together.
- The order note printed on the order form now has a label ("Note:") to make it stand out more, and comes before the signature line.
- Increased the list length of the Suppliers drop-down list in the Orders screen.
- The Part Number field has been made larger on the order form, order print out and price and availability print out.
- The text of an order note shown in the Edit Order Note dialog is now larger (easier to read).
- Week From and Week To fields on trouble call graph screen were not working correctly.
- Attempting to delete a part in the Parts Screen would not work if there were related stock card transactions. Deletion now works correctly (with suitable warning messages).
- Maintenance event description was being truncated with no warning if longer than 255 characters. Now advises the user and does not let more than 255 characters be typed in the first place.
- The Backspace key now deletes a cell in the trouble call entry screen (previously was not deleting the number).
- Trouble call entries and graphs screens fixed for Office 2000 and Office XP.
- Monthly budget fields on Budgets screen are now wider (enough for 7 digits).
- The Trouble Call Graph screen now (optionally) shows the data value as a label against each point in the graph. To use, click the Show Data Labels checkbox in the Trouble Call Graphs screen.
- The trouble call graph now allows a range of week numbers to be specified (e.g. you can show calls for week 26 to 53, etc).
- The item value field on the Current Stock Report was not internationalised (currency format).
- The fix for non-dollar currencies in the previous version was not complete. The order total on the order print out is now properly formatted with the user's regional currency symbol.
- Due to a Microsoft Access bug, Parts Tracker was always using the dollar symbol instead of using the user's Windows currency settings (found in Control Panel, Regional Settings). This has been fixed - Parts Tracker now shows the currency format according to the regional settings.
- Order date is no longer missing from the order print out.
- Windows XP/2000 'limited account' issue: an error was occurring ("...DLL returned 5...") when Parts Tracker started up. This was due to Parts Tracker attempting to write to the Windows registry, and would fail in Windows XP and 2000 if a non-administrator user was logged in. This no longer occurs (PT now does not write to the registry for a non-admin user, as it was a redundant step anyway).
- Windows XP/2000 'limited account' issue: Lots of error messages would be displayed (e.g. reporting that the log file could not be written) if the user did not have permission to write to the Parts Tracker Program Files folder (as is the case by default under Windows XP/2000 with a restricted user account). The workaround was to get the admin user to set the permissions on the Parts Tracker folder. The Parts Tracker installer has been modified to grant these permissions automatically when installing Parts Tracker.
- Windows XP/2000 'limited account' issue: previsouly Parts Tracker would think it was not registered everytime a non-administrator user used it - this has been fixed. Parts Tracker can now only be registered when an Administrator of the machine is logged into Windows, and the licence check is now not sensitive to Windows security.
- The maintenance checklist printout now handles more than 30 lane by showing additional pages. You can specify how many lanes should be shown on each page by choosing Settings in the Main Menu, then Parts Tracker Settings, then on the General Settings page, modify the field labelled "Number of lanes per page on the Maintenance Checklist printout".
- Parts window no longer requires each part to have a bin. Current stock report now supports parts in no bin.
- Parts Tracker now comes with 82-90 and GS parts lists (in addition to the existing 82-70 and A/A2 lists).
(The parts list is just a sample - you can
edit the parts list or import your own. Also, parts also become out-of-date,
and the default list found in Parts Tracker does not necessarily represent
availablility of parts by any particular supplier.) This only affects
new users (first-time installations) - if you have Parts Tracker already
installed, your old data doesn't change.
- Blank trouble call type names were causing an error when trying to open trouble call entries screen. Workaround was to not have blank names. Parts Tracker now prevents the user accidentally putting in a blank name.
- The Users window was allowing creation of users without Edit Users permission such that you could be locked out of the Users window permanently.
- Order reminders report was printing too wide
- Order suggestion screen no longer suggests negative quantities if restock-to level is less than minimum qty.
- Rated calls value is now updating as expected on trouble call entry screen (it previously did not update if the games field was empty).
- For installations with no usernames/passwords configured, username/password is no longer requested when changing data file (but continues to be requested for installations with usernames/passwords configured).
Revision History for Earlier Versions (v2)
Copyright (c) 2013 Andrew Kennedy.