RemoteDesk.Net - RemoteDesk Upgrade Features for v2.3 to v5.3.10

RemoteDesk Version 5.3.10
Dec 2006

Update version 5.3.10

This update contains the following program additions and changes:

Ascii order import has new features - Now it is possible to pre-load Quotes or Archived orders into RemoteDesk automatically. This is very useful to preload remote PC data tables with standard company quotes for example.
Ascii order import now allows items with zero qty to be added to an order as a new option. Previously, these item lines with zero qty ordered were removed by the import program.
New option to prevent duplicate item codes to be entered into the order - A new option in System Settings for order entry will now warn the user if a paticular item code has already been added to an order.

RemoteDesk Version 5.3.9
Sep 2006

Update version 5.3.9

This update contains the following program additions and changes:

Change to the Sage Accpac Posting process AVB. The Accpac business logic would reverse the order of the detail lines of the orders as they were posted. This has been adjusted to post them in the right order.
Remote site maintenance - Edit Order Template now allows the user to manually change the Territory and the ShipVia fields to have any value desired including blank. Previously the setting had to come from the default list.

RemoteDesk Version 5.3.8
June 2006

Update version 5.3.8

This update contains the following program additions and changes:

Communication data engine was entirely updated throughout the system to support new technologies, and Windows XP changes
New feature to schedule your RD tasks - All RD functions such as SEND, RECEIVE, IMPORT, EXPORT can now be scheduled as timed events to automatically execute. For large operations where automation can simplify the RD processes and to ensure all steps always get done. RD tasks can now get scheduled using the Windows Task Manager for each event or for a sequence of RemoteDesk tasks to perform automatically.

RemoteDesk Version 5.3.7
May 2006

Update version 5.3.7

This update contains the following program additions and changes:

Quote Management integration to Head Office. Now all salesrep quotes can be sent to head office for follow-up and invoicing. The remote PCs only create quotes, and these are sent to head office for handling. For companys were the quotes are turned to orders or invoices back at the head office, this is a great option.
FTP communication to remote sites - now in addition to Internet Email. Many ISPs are blocking Email attachements now. This new feature allows all corporate sales reps to update via one hidden area of their web site. FTP is much quicker and simpler for communications. See the Company Profile for a new option Enable FTP Communications and new settings.
Invoice sales history per customer down to the detail level - allows you to provide instant information to your customers from anywhere. This can be viewed as orders are entered. You can double-click on an item from an old invoice and have it added to the order with previous pricing and item qty. Track your customer buying patterns with this great history feature.
Quantity-on-Hand by location - lets you know exactly where the stock is to simplify the order fulfilment cycle from a remote

RemoteDesk Version 5.3.6
October 2005

Update version 5.3.6

New Product Features and Changes

1. New feature – Customer Historical Pricing

This feature is compatible with ADAGIO version 8 and earlier and ACCPAC Advantage version 5.3. To enable this option, go to the Company Profile, click on the Process Options tab and then click System Options button. Search for Accounting Interface Options and scroll down to “Enable Customer Historical Invoices price lists?”

1.      This new option collects customer historical invoice data from Order Entry when inventory data from the accounting system is being imported into RemoteDesk. During the Import process, a new prompt allows you to select how far back you want to collect customer historical pricing from invoices.

Once the data is loaded into RemoteDesk, all remote sites can be updated with the specific historical information for their customers.

This information is available during the entry of sales orders into RemoteDesk. On the detail item entry form, it normally displays the master item lists. To see the customers’ historical purchases and pricing on specific items, you can view the customers’ history by pressing ALT-H on the keyboard. There is also a prompt at the top of the form indicating this new command.

The items list box is re-displayed with new columns of information for each item. There is the invoice number, invoice date, qty purchased on the invoice, customers’ pricing on the invoice and list price of item.

The following columns can be sorted in ascending order : Item, Description, Invoice, Date and qty.

By clicking on the column heading name, the list will be sorted in that sequence. There will be a “*” asterisk put in the column that is sorted. You can then group items for easy reference.

To reach the end of the list quickly press END

To reach the top of the list quickly press HOME,

You can use the arrow keys or page up or page down keys to move through the list of items.

Press ENTER on the item you want to order, the program enters in the item, description, qty and customer pricing from the list. You have an opportunity to change the price of the item, or to leave it alone. The program also displays a pop-up price box showing the “qty break” or “discount level” pricing on the item. In this way the sales person has all the information about item pricing available.

To return back to the standard master price list, press ALT-H again.

2.      Order Status update for the ADAGIO Accounting Interface.

      The existing feature in RemoteDesk, Order Status, had been updated for the ADAGIO Accounting Interfcae. There was a problem updating ADAGIO sales order and invoice information back to RemoteDesk. This has now been fixed.

3.      Import function updated with Order Status option – You can now update the Order Status information kept in RemoteDesk through the Import function, when you import new customer and item pricing information. Previously, the Order Status update was only done through the Order Status screen display. The Order Status information shows what has happened to the RemtoeDesk orders once they have been passed to the accounting system. Things like shipment date, invoice number, backordered etc are being tracked.

4. New Feature - Quantity by Location on order detail entry

      RemoteDesk now imports item quantity by location information for each item and location and makes it available in a display only box for the data entry person to assist in order creation. This data is available at the Administrator as well as at the RemoteDesk remote client PC. To keep data on only specific locations, there is a new field on the Import screen that allows you to choose which locations are to be imported.

By selecting which locations are being used, the size of the data files in RemoteDesk and those sent to remote sites can be reduced.

When the master item list box in RemoteDesk orders is displayed, the quantity on hand in each location is now displayed at the bottom of the entry for as each item is being added to the order. When the item is selected, the bottom display area will show that items’ quantity by locations.

5. New Feature – RemoteDesk Automation

RemoteDesk now has a number of functions that can be run as tasks from the Windows Task Manager. This allows you to schedule functions such as Send, Receive, Export, Import and Print function to be run at pre-determined times automatically. There is an Automation log file created in the \RemoteDesk program folder that has a record of each of the tasks being run and their results. The file is called RDAUTOMATION.LOG and accumulates events for two days before clearing itself. The program “remotelib.exe” is used to call each of the tasks by task number.

The following functions can be called with the parameters as shown. These functions assume that each individual task has been run successfully in the normal graphic user interface screens with default options set. Running functions at least once successfully create runtime defaults. Through the automation programs, previous defaults are restored and can be altered with any of the possible options being passed on the command line as follows.

SEND task number = 2100 {O/ C/L/I/E/ } { XR03/ XR??/ }

Options – what to send {O/ C/L/I/E/ }

O/ (active and not previously sent sales orders)

C/L/I/E/ (Customer data, Lookup data, Item data, External table(s))

XR??/ (sends to all sites by default, can exclude a number of sites with the option here. For example: exclude site R03 and R22 with option: “ XR03/ XR22/ “

Example “ remotelib.exe 2100 C/L/I/ “

RECEIVE task number = 2200 {O/ I/ E/ }

Options – what communications to use {O/ I/ E/ }

O/ (Office email such as MS Exchange)

I/ (Internet email using POP/ SMTP servers)

E/ (External gateways such as PocketPC interface or simple file transfer)

Example “ remotelib.exe 2200 I/ “

IMPORT task number = 2300 { C/S/I/ TXT/ }

Options – what to import { C/S/I/ TXT/ }

C/ (customer data)

S/ (ship-to address data)

I/ (Item data)

TXT/ (indicates that it is a TEXT file import and not the default accounting system The program assumes that the text file paths have previously been defined and are used each time)

This function assumes that the options on the Import form have been filled in and the process run successfully at least once. Other options on the form are taken from the standard user form as defaults.

Example “ remotelib.exe 2300 C/S/I/ TXT/“

EXPORT task number = 2400 { O/C/ OTXT/ CTXT/ }

Options – what to import { O/C/ OTXT/ CTXT/ }

O/ (order data)

C/ (customer data)

OTXT/ (orders in a text file)

CTXT/ (customers in a text file))

The program assumes that the text file paths have previously been defined and are used each time)

This function assumes that the options on the Export form have been filled in and the process run successfully at least once. Other options on the form are taken from the standard user form as defaults.

Example “ remotelib.exe 2400 O/ “

PRINT Order form task number = 3100 {O/I/Q/} {SA/SH/SS/SE/} {CKP/} RDORDERS.RPT

Options – what to print { O/I/Q/ } {SA/SH/SS/SE/} {CKP/} RDORDERS.RPT

O/ (orders)

I/ (invoices)

Q/ (quotes)

SA/ ( status is ACTIVE)

SH/ ( status is ON HOLD)

SS/ ( status is SENT)

SE/ ( status is ERROR)

CKP/ ( print only those not previously printed)

RD??????.RPT (must include the name of report to print)

Example “ remotelib.exe 3100 O/SA/CKP/ rdorders.rpt “

6. ASCII Export of Order file – This has been updated to properly represent all date fields as YY/MM/DD. In particular the Detail Line optional fields that could have a date type.

7. Updated ACCPAC Advantage posting template. – The RemoteDesk order batch posting program that is called from the ACCPAC O/E desktop has been updated with an adjustment to allow for various drive and data path installments of the ACCPAC System.

8. ADAGIO version 8.0 compatible and earlier versions.

9. ACCPAC Advantage version 5.3 compatible. This version of RemoteDesk cannot be run with earlier versions of ACCPAC Advantage due to the extensive changes to the processes and database found in earlier versions of ACCPAC.

www.remotedesk.net

mailto:sales@bravosw.com

RemoteDesk Version 5.3.5
June 2005

New Product Features and Changes

New feature – Customer Historical Pricing

RemoteDesk (ADAGIO Interface) now optionally collects customer historical invoice data when inventory data from ADAGIO is being imported. During the import process in RemoteDesk, a new prompt allows you to select how far back you want to collect customer historical pricing from invoices.

Once the data is loaded into RemoteDesk, all remote sites can be updated with the specific historical information for their customers.

This information is available during the entry of sales orders into RemoteDesk. On the detail item entry form, it normally displays the master item lists. To see the customers’ historical purchases and pricing on specific items, you can view the customers’ history by pressing ALT-H on the keyboard. There is also a prompt at the top of the form indicating this new command.

The items list box is re-displayed with new columns of information for each item. There is the invoice number, invoice date, qty purchased on the invoice, customers’ pricing on the invoice and list price of item.

The following columns can be sorted in ascending order :Item, Description, Invoice, Date and qty.

By clicking on the column heading name, the list will be sorted in that sequence. There will be a “*” asterisk put in the column that is sorted. You can then group items for easy reference.

To reach the end of the list quickly press END

To reach the top of the list quickly press HOME,

You can use the arrow keys or page up or page down keys to move through the list of items.

Press ENTER on the item you want to order, the program enters in the item, description, qty and customer pricing from the list. You have an opportunity to change the price of the item, or to leave it alone. The program also displays a pop-up price box showing the “qty break” or “discount level” pricing on the item. In this way the sales person has all the information about item pricing available.

To return back to the standard master price list, press ALT-H again.

New feature - Quantity by Location display on order detail screen

2.      RemoteDesk (ACCPAC Advantage interface) now imports item quantity by location information for each item and location. To keep data on only specific locations, there is a new field on the Import screen that allows you to choose which locations are to be imported. This way only relevant data is kept.

By selecting which locations are being used, the size of the data files in RemoteDesk and those sent to remote sites can be reduced.

When the detail order entry list box in RemoteDesk orders is displayed, the quantity on hand in each location is now displayed at the bottom of the entry form as each item is being added to the order. When the item is selected, the bottom display area will show that items’ quantity by locations.

ACCPAC Advantage version 5.3 compatibility

3. RemoteDesk is now compatible with ACCPAC Advantage version 5.3. The RemoteDesk version 5.3.x is not backward compatible with earlier versions of ACCPAC Advantage 5.0, 5.1 or 5.2 due to extensive changes in the various ACCPAC versions.

ADAGIO Accounting version 8.0 compatibility

4.      RemoteDesk is now compatible with ADAGIO Accounting version 8.0. RemoteDesk is still compatible with earlier versions of ADAGIO version 6.8.

New feature – RemoteDesk Automation

5.   RemoteDesk now has a number of functions that can be run as tasks from the Windows Task Manager. This allows you to schedule functions such as Send, Receive, Export, Import and Print function to be run at pre-determined times automatically. There is an Automation log file created in the \RemoteDesk program folder that has a record of each of the tasks being run and their results. The file is called RDAUTOMATION.LOG and accumulates events for two days before clearing itself. The program “remotelib.exe” is used to call each of the tasks by task number.

The following functions can be called with the parameters as shown. These functions assume that each individual task has been run successfully with default options set. When the tasks are invoked, the previous defaults are restored and can be altered with any of the possible options being passed on the command line as follows.

SEND task number =   2100 {O/ C/L/I/E/ } { XR03/ XR??/ }

         Options – what to send {O/ C/L/I/E/ }

                        O/ (active and not previously sent sales orders)

                        C/L/I/E/ (Customer data, Lookup data, Item data, External data files(s))

                        XR??/ (sends to all sites by default, can exclude a number of sites with the option here. For example: exclude site R03 and R22 with option: “ XR03/ XR22/ “

Example “ remotelib.exe 2100 C/L/I/ “

RECEIVE task number =   2200 {O/ I/ E/ }

         Options – what communications to use {O/ I/ E/ }

                        O/ (Office email such as MS Exchange)

                        I/   (Internet email using POP/ SMTP servers)

                        E/ (External gateways such as PocketPC interface or simple file transfer)

Example “ remotelib.exe 2200 I/ “

IMPORT task number =   2300 { C/S/I/ TXT/ }

         Options – what to import { C/S/I/ TXT/ }

                        C/ (customer data)

                        S/   (ship-to address data)

                        I/ (Item data)

                        TXT/ (indicates that it is a TEXT file import and not the default accounting system The program assumes that the text file paths have previously been defined and are used each time)

This function assumes that the options on the Import form have been filled in and the process run successfully at least once. Other options on the form are taken from the standard user form as defaults.

Example “ remotelib.exe 2300 C/S/I/ TXT/“

EXPORT task number =   2400 { O/C/ OTXT/ CTXT/ }

         Options – what to import { O/C/ OTXT/ CTXT/ }

                        O/ (order data)

                        C/ (customer data)

                        OTXT/ (orders in a text file)

                        CTXT/ (customers in a text file))

The program assumes that the text file paths have previously been defined and are used each time)

This function assumes that the options on the Export form have been filled in and the process run successfully at least once. Other options on the form are taken from the standard user form as defaults.

Example “ remotelib.exe 2400 O/ “

PRINT Order form task number = 3100 {O/I/Q/} {SA/SH/SS/SE/} {CKP/} RDORDERS.RPT

Options – what to print { O/I/Q/ } {SA/SH/SS/SE/} {CKP/} RDORDERS.RPT

                        O/ (orders)

                        I/ (invoices)

                        Q/ (quotes)

                        SA/ ( status is ACTIVE)

                        SH/ ( status is ON HOLD)

                        SS/ ( status is SENT)

                        SE/ ( status is ERROR)

                        CKP/ ( print only those not previously printed)

                        RD??????.RPT (must include the name of report to print)

Example “ remotelib.exe 3100 O/SA/CKP/ rdorders.rpt “

RemoteDesk Version 5.2
December 2004

Released version 5.2 which is compatible with ACCPAC Windows 5.2
RemoteDesk Version 5.1
June 2004

Version 5.1 is compatible with ACCPAC Windows 5.1

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