Interim Release 08-24-2010

• Application General
  • Added Change Password function to Main Application window, Global Menu.
  • Added Password checker to start up process which warns user if Password is incorrect.
  • Made XML Parsing adjustment to prevent rare errors with corrupt files.
  • Made XML Parsing adjustment to streamline processing of information.
  • Enhanced handling of large files for Net Plus.

• Job Master: Fixed problem with Ownership Change window where the first Enterprise user was not on the list.

• Price Updates: Fixed issue with Price Updates where some users got a false "You are not the owner" error.

• Job Order: Fixed issue where the Delivery Date could get erased when status changed from Awarded to Ordered.

• Reporting:
  • Fixed Typo in "Winning Sppplier" => "Winning Supplier".
  • Fixed issue with date range selectors.
  • Enabled storage of custom date ranges in stored reports.
  • Fixed loading of 1st category filter where the Operator selection was getting ignored.
  • Made Font Size larger on Preview Pane.
  • Adjusted export to HTML and XLS functions to make sure report is refreshed before displaying.
  • Fixed display description of <is empty> operator.
  • Added Numeric filtering options for numeric fields.
  • Fixed OnTime filtering values and operators.
  • Adjusted Active/Inactive operator to show only "equal to".

• Reporting: Job Order Filtering Changes:
  • "Number of Bids" - Made Field filterable with numeric operators, also numerically sortable.
  • "Number of Bidders" - Made Field filterable with numeric operators, also numerically sortable.
  • "Order Price" - Made Field filterable with numeric operators, also numerically sortable
  • "Actual Cost" - Made Field filterable with numeric operators, also numerically sortable
  • "Savings Amount" - Made Field filterable with numeric operators, also numerically sortable
  • "Purchase Order" - Made Field filterable, also sortable
  • "Art On Time" - Made Field filterable with logical operators and values, also made sortable and groupable.
  • "Proof On Time" - Made Field filterable with logical operators and values, also made sortable and groupable.
  • "Delivery On Time" - Made Field filterable with logical operators and values, also made sortable and groupable.

• Reporting: Proposal & Invoice Filtering Changes
  • "Invoice Amount" - Made Field filterable with numeric operators.
  • "PO Total Amount" - Made Field filterable with numeric operators.
  • "Actual Total Amount" - Made Field filterable with numeric operators.
  • "PO Based Profit" - Made Field filterable with numeric operators.
  • "Actual Based Profit" - Made Field filterable with numeric operators.

Interim Release 07-15-2010

PROJECT MANAGER: PROPOSALS & INVOICES

• Fixed missing button for inserting default text into pop-up editor for "Intro Notes" and "Terms & Conditions" on both the proposal and invoice.

PRESS-PAPER-INK-WINDOW

• Added Paper weights for board thicknesses 14-24 point.

COPY JOB FUNCTION

• Fixed bug in copying supplier information where "country" was copying to "zip" field.

REPORTING SYSTEM:

• Fixed "On Time" calculations in reports which were not displaying properly.
• Added option to show On Time percentage instead of Average Days Early/Late.
• "Does not Contain" operator selection to category filters.

SEND EMAIL WINDOW - Minor Fix

• Fixed "Double click to open" label to disappear when other attachment controls are not visible (Award/Decline emails).

SPONSORED USER RESTRICTIONS ADJUSTED

• Job Master - Cost TabPane and Report disabled for Sponsored users.
• Job Master - Job Notes report enabled for Sponsored users subject to 20 printout limit.
• Main App Window - Reporting Module disabled for Sponsored users.
• Main App Window - Job List Search/Filter not visible for Sponsored users.
• Proposals/Invoices - Reports enabled for Sponsored users subject to 20 printout limit.
• Proposals/Invoices - Emails enabled for Sponsored users subject to 20 printout limit.

VIEWING REPORTS IN BROWSER WINDOW

• Improved browser window stacking/focus viewing reports in Mac OS X 10.5 (Leopard)
• Default Temp Folder Setting
  • Added a selection ("Set Default Temp Folder") to the "Utilities" menu in the "My Settings" dialog to display a dialog to control the default setting of the "Temp Folder". The "Temp Folder" is where P3Expeditor stores files containing data and graphics used to display reports and certain other functions.

APPLET SESSION TERMINATION

• On the Mac browsers, Safari and Firefox, a different web page is now displayed ( Click to View ) when P3Expeditor is "Quit" or exited other than by actually closing the window. This page is not displayed on the Window's Internet Explorer or Firefox browsers. They will continue to display the "User Login" page.

Interim Release 5-21-2010

Application General

• Fixed window stacking issue from 4/17 release.
• Fixed Non-$ Currency Symbols not displaying properly in several places.
• Adjusted/added Help Page Menu Links on several windows.
• Added support email link to Help Menus on several windows.

Main Application Window

• Job List - Initial read in job list streamlined to open more quickly.
• Copy Job - When a job is copied and dates not requested, the Bids Due Date in the new job now set to "Open".
• Job Calendar - Owner filter adjusted to not be case sensitive.

Job Master Window

• FIXED - Job rating pop-up window shows whatever the current rating is, if one was previously set.
• FIXED - Notes & History Panel - Added word wrap on history, notes, ratings and savings comments text areas.
• FIXED - Job Ticket Report - case where Gross Margin was 0/0 was showing an error message.

Order Job Window

• Added winning supplier's name to History Log entry when order is authorized.

Send Email Window

• Attached files can now be opened and previewed by double-clicking the listing on the attachments list.

Item List Window

• Optimized loading and saving for speed and large record counts.
• Created HTML Printable List Report.
• Created Export Tab-Delimited Text function.
• Created Import Tab-Delimited Text function.
• Added display of total record count and selected record count.
• Rearranged search control and buttons to improve user interface.

Interim Release 04-17-2010

Application General

• This release included features that allow P3Expeditor application to be run through a browser window as an applet.
• Adjustments were made to the item list that allows it to load much more quickly.

Job Master Window

• Selected item control was converted from a drop list to a plain text field.

• FIXED - Job List:Summary Panel - If user cannot "Send Orders", Supplier and Order Information is not displayed and History log is not shown.
• FIXED - Job List:Summary Panel - If user cannot "View Bids", Bidder list is not displayed and History log is not shown.

• FIXED - Job Master - Removed Proposal menu for users with no "View Proposal" Rights.
• FIXED - Job Master:"read only" jobs - Turned of access to the detailed spec component editor windows.
• FIXED - Job Master:Job Notes Tab - If user cannot "Send Orders", remove Supplier Rating and History panels.
• FIXED - Job Master:Job Notes Tab - Job notes Scroll-Pane shortened to fit on panel. Was 20px too long previously.
• FIXED - Job Master:Shipping Editor - Shipment summary will only show a total quantity if ALL shipments have quantities.
• FIXED - Job Master:Shipping Editor - Removed the term "Bulk Shipment" from interface, is now just "Shipment".
• FIXED - Job Master:Shipping Editor - Added "Are you sure you want to delete the Shipment?" warning.
• FIXED - Job Master:Collation&Insertion Editor - Added "Are you sure you want to delete that item?" warning.
• FIXED - Job Master:Collation&Insertion Editor - Associated Job field could not be changed after it was initially set, now it can be changed.

• FIXED - Project Manager - If user cannot "Edit Proposals", "Summary" and "Jobs" Tabs hidden are removed.
• FIXED - Project Manager - If user cannot "Edit Proposals", Summary Printing menu item is removed.
• FIXED - Project Manager - "read only" message clarified to show correct reason for read only restriction.

• FIXED - Suppliers List - "Use Local File" setting for NetPlus customers now fixed.
• FIXED - Clients List - "Use Local File" setting for NetPlus customers now fixed.
• FIXED - Clients List:Import - "Customer Records Loaded" confirmation message corrected to say "Customers" instead of "Suppliers".

• ADJUSTED - REPORTS: "Bidding:P3 Full Detail Report" both record sorting and record grouping default to Job Number.

• FIXED - Job List:Copy Job - Removed old history form copied job.
• FIXED - Job List:Reports - Bug in rendering "Job Rating" was causing reports to not run under rare circumstances.
• FIXED - Job Master - Customer selector list now limited to customers on the permanent customer list.
• FIXED - Job Master:Press/Paper/Ink Editor - Papers List papers showing blank on PPI specifier papers list
• FIXED - Job Master - Opening Projects - Eliminated "Not Owner" issue when creating new projects
• FIXED - Job Master - Changing Job Owner now changes project ownership at the same time.
• FIXED - Job Master - Fixed condition where customer could disappear because it was not synced with project.
• FIXED - Job Master:Job Notes Tab - Modified savings basis label - "Plan/Budget Cost" renamed "Planned/Historical Cost"
• FIXED - Job Master:Shipping Editor - Eliminated bug that caused 1 empty shipment record to show up on new jobs
• FIXED - Job Master:Shipping Editor - Improved User Interface:
  • Color Coded Details Panel,
  • Made "Add" buttons more prominent,
  • "Contact Selector" renamed "Destination Selector",
  • removed "mailing/bulk shipment" radio buttons.
• FIXED - Job Master:Collation&Insertion Editor: Improved User Interface:
  • Color Coded Details Panel,
  • Made "Add" buttons more prominent,
  • If there is only one Version it is labeled as "Instructions" rather than version.
• FIXED - Job Master:Clients List Window - Selecting a new customer for a job now synchronizes the change with the associated project if there is one.
• FIXED - Project Manager - When Proposals and Invoices are emailed the event is recorded in the job record history.
• FIXED - Project Manager - When converting Proposals to Invoices the wrong Proposal Option number was referenced in the confirmation dialog.
• FIXED - Project Manager - Fixed bug in Legacy Proposal conversion bug.
• FIXED - Project Manager - Improved messaging on project creation errors.
• FIXED - Project Manager - "Read Only" status on projects listed on title bar in all cases.

• DONE - Reports System - Converted Combobox Report Selectors to a Menu Based Report Selector, much easier to use.
• DONE - Reports System - Rebuilt report record selection header for clarity.
• DONE - Reports System - Added Report Preview Tab-pane.
• DONE - Reports System - Made Report System window re-sizable so Preview tab-pane can show more data.
• DONE - Reports System - Added a size warning when more than 3000 detail records are selected for a report.
• DONE - Reports System - Moved view report as HTML/XLS selection to View Menu.
• FIXED - Reports System - Fixed bug in rendering of Savings quantity and cost data quantity.
• FIXED - Reports System - Fixed bug in rebuild Database function.
• DONE - Reports System - Added 10 Customizable Report Columns to the jobs table.
• DONE - Reports System - Added configuration pop-up window for Customizable Report Columns.

• FIXED - Send Email Window - Trapped bug that caused intermittent problems sending emails.
• FIXED - Reports System - Job Scanning was not getting the correct winning bidder.
• FIXED - Reports System - Active/Inactive job filter was reversed.
• FIXED - Reports System - Job Status sorting and group sorting was out of order.
• FIXED - Reports System - Job Status filtering was not functioning properly.

• FIXED - Job List - Reload button maintains position under close button when window is re-sized.
• DONE - Job List:Job Summary Panel - Made Job Notes control into a Tabbed Pane, added History and Specs as Panes 2 & 3.
• DONE - Job List:Copy Job - Added exception trap around supplier copying, displays pop-up showing error log and send to support button.

• FIXED - Job Master:Collating&Insertion Editor: Fixed "Description" option list was not showing options.
• FIXED - Job Master - Customer Selector project synchronization pop-up had a typo "ne" => "be".
• FIXED - Job Master - Project Selector - Modified listener to only update an existing associated project. Project creation is left to Open Project function.
• DONE - Job Master - Open Project Function - Changed search for existing projects to look from most recently created jobs backward.
• DONE - Job Master:Collation&Insertion Editor - Added word wrap to item comments fields.
• DONE - Job Master:Shipping Editor - Added word wrap to shipment comments fields.
• DONE - Job Master:Shipping Editor - HTML rendering adjusted so "Ship To:" does not show if there is no destination data.
• DONE - Job Master:Shipping Editor - HTML rendering adjusted so Summary text displays across both Table columns.
• DONE - Job Master - Added Proposal menu to Job Master with View Proposal Menu item.
• DONE - Job Master - Removed "Order Info" if user has no rights to order jobs.
• DONE - Job Master - Added reviewing Prices Prompt after emailing bid report.
• DONE - Job Master - Changed schedule recording advisory to a Yes/No confirmation.
• FIXED - Job Master - Eliminated double schedule recording prompt when exiting Order Job Window.

• FIXED - Price Update Window - Typo in message fixed: "updateing" => "updating".
• FIXED - Price Update Window - A "%" in supplier comment caused errors downloading data.

• DONE - Send Email Window - Added exception log pop-up when "Send Email" fails to initialize. Will help identify cause of errors.

• FIXED - Reports System - Job Status not showing when added to bidding reports, now shows properly.
• FIXED - Reports System - Project File "cannot be read" bug fixed.

• DONE - Job Summary - Changed logic for showing the order info vs bid list.
• DONE - Project Selector - Search for existing projects with same name limited to active jobs only.
• FIXED - Remove job from project was not completely removing the job from a project. Job's pointer to project object now set to null.
• DONE - Removed "HasQuantities" check from Open Proposal Action, was annoying & no longer necessary.
• DONE - Proposal Builder added check to ensure option count cannot be set to < 1 option.
• FIXED - Bug in updating projects changed since "Last Update". Was using Jobs Table LDOC. Now uses Projects Table LDOC.

• DONE - Added re-filter records to "Reload Job List" action, to cause Job List table to refresh display.
• DONE - Added "Reload List" button to Job list panel to conveniently run "Reload Job List" action.
• DONE - PROXY Server HTTPS: added on/off for HTTPS, added server & port fields for HTTPS, Fixed HTTPS Proxy setting.
• FIXED - Reporting System - Project updates not getting scanned properly. Was using jobsTable last date of change.

• FIXED - Global Price Updates not being stored properly. Appears to update, but disappear when job/bids compare is opened. Job changes were not being saved because Job was not locked. But Job list was updated. The job locking in the Fetch Prices used an external lock rather than the job object's internal locking mechanism. This code should have been updated, since the job cannot be written unless its internal lock is locked.
• FIXED - Some legacy shipping data not being preserved. In cases where neither pallet or carton pack were checked, legacy shipping data was not converted. Added a section to detect this condition and to add a shipment record.
• FIXED - Modify "No Project Name" prompt to accept text and default to job's name.
• Job Ticket Report: FIXED Job Type field labels flopped on report.
• Job Ticket Report: FIXED Logo Image was not displaying properly.
• Enterprise Settings: FIXED Job Rating Default List was not loading properly, caused jobs to not open properly.
• DONE - JOB Master Window - Adjusted font size of Date fields, was too big on MAC.

Major Release 2009-09-26

Distribution, Mailing, Collation, Job History and Reporting

This major release for the P3Expeditor system includes five major areas of functional enhancement along with numerous incremental improvements. The Major Enhancements include:

1. Distribution & Mailing Specifier - Major Upgrade to Detailed Spec Shipping section. Added mailing specifications section.
2. Collation & Insertion Specifier - Enables the creation of collation & insertion specifications for mailing and kitting applications.
3. Job Master Window - Moved Job Notes from pop-up window to tab pane in the Job Master Window. Expanded savings calculation. Added savings categories and 2 new flexible job classification fields. Detailed-Spec preview now displays in HTML format.
4. Enterprise Settings List Manager - The Enterprise List Manager can now customize 14 new option lists used in various places throughout P3Expeditor.
5. Reporting System - The Reporting System has been greatly expanded in terms of available data and flexibility in reporting on that data.

Distribution & Mailing

The new Distribution & Mailing specifier replaces the old Shipping section of the Detailed Job Spec. The new specifier enables the user to build a list of required shipments and mailings. It maintains a running total of all quantities to be shipped or mailed.

• Enables users to build a list of multiple shipments and mailings.
• Each shipment or mailing has a quantity associated with it and a running shipments total is maintained.
• Mailing specifier collects: postal rate, pre-sorting, addressing and other mail specific parameters.
• Bulk Shipments specifier tracks: carrier, packing information and destination address.
• Destination addresses can easily be selected from stored customer and supplier list records.
• Supplier and Customer records can be added or edited from the bulk shipment window.
• Legacy shipping information is automatically migrated to the new format.

Collation & Insertion

The new Collation & Insertion specifier enables users to create instructions for collating a group of items together for a mailing or other use. The Collation and Insertion specifications are included as an option for the "Detailed Spec" type of specification. A combo-box type selector on the Job Master Window enables selection of Detailed Specs with or without Collation and Insertion. There is also a "Collation and Insertion Only" option. When in use, the Collation & Insertion section appears on the Detailed Spec list on the Job Master Window. When opened, the Collation and Insertion specifier appears on a pop-up window with the Distribution & Mailing instructions. Both the Distribution and Mailing and the Collation & Insertion appear on separate tabpanes in a common pop-up window. This makes it easy to reference information in these to very related areas of the specifications.

In the Collation & Insertion specifier, users create a list of items that are to be inserted or collated together. The order of collation and relationship to an "Outer envelope" or other "Container" is shown in the specifications. Several versions of a Collation can be created for situations where different configurations are required. Each "Version" carries a build quantity and can track the cost of the materials in the "Version".

• New capability can be added to the detailed spec or used as a Collation & Insertion Only Job.
• For convenience it appears with the Mailing & Distribution information under the detailed spec.
• It enables users to specify information on a list of items and how they are to be assembled together.
• Several versions of the collation can be created.
• A Collation cost calculator enables the tracking of component and assembly costs for each version.

Job Savings, Notes & History

The Job Notes have been moved from a pop-up window launched from the Job Master window to a TabPane in the Job Master widow. This makes it more convenient to access the Job Notes and other information included with the Job Notes.

• Bidding Response Times (which were on the notes pop-up) are included on the Notes TabPane.
• The Job Rating selector and comments (which were on the notes pop-up) are included on the Notes TabPane.
• A new Job Savings calculator, note and category selector section has been added to the Notes TabPane.
  • Savings can be calculated relative to a budget price, average bid or high bid.
  • The user can also select use of the low bid, PO Amount or Actual cost as the basis for the savings calculation.
  • The Savings Type has been added to help identify cases where savings were generated by activities in addition to competitive bidding.
  • The savings notes allows the user to record additional cost savings details.
• A new Job Schedule display has also been added to the Notes TabPane. This lists all the jobs various dates from creation to completion.
• A new Job History display shows a log of all the emails and other transactions for the job. The History information was previously inserted in the Job Notes, but now it is recorded and stored separately.
  • Older jobs will still have the history information in the notes, but going forward the history will be logged separately.
  • Ownership changes, job closing, job deactivation are now tracked in the History log.

Job Master Window

• General Info - Enabled changes to Customer and Project Name fields when a Job is part of a Project. Any changes are synchronized with the Project and any other Jobs associated with that Project.
• General Info - Changed customer selector on job master. It now displays a combination of the company name and the contact person's name (truncated to 35 characters). This is also used on the JobList customer column.
• General Info - Added 2 new "Job Type" Fields to the general information section.
  • The default names are "Inventory Type" and "Print Type".
  • These fields have user definable labels that Enterprise Administrators can change through the MySettings Window.
  • These fields also have user definable option lists. These are managed through the List Manager under MySettings.
  • Enterprise Administrators will also see an Add button next to each field for adding new items to the permanent option list.
• Job Specs - The Flexi-Spec/Detailed-Spec radio buttons have been replaced by a combo-box selector which allows for more than two job specifications (i.e. the new Collation & Insertion options for the Detailed Spec).
• Job Specs - Detailed Specs are rendered in using HTML instead of plain text. This gives a closer approximation of what suppliers will see in the RFQ and Order emails.
• Job Specs - Press/Paper/Ink pop-up specifier window Dimensions fields now display up to 5 decimal places instead of 3.
• Complete Job - This function has been revised to prompt the user to set a new "Job Closed" date and to remind user to "deactivate" the job. This should help create better records, and keep the active job list short.

Enterprise Option Lists

14 New Option Lists have been added to the "List Manager" located inside the MySettings area. These new lists support user customizable option lists in several new areas of P3Expeditor.

• 7 support selection lists in the Shipping & Mailing specifier.
• 4 support selection lists in the Collation & Insertion specifier.
• 2 support selection lists for the new "Job Type" fields on the Job Master window.
• 1 supports a selection list for "Savings Type" classifications.

Reporting

The reporting system has been completely rebuilt to include the many new date and category fields added to the Job Record and to incorporate reporting on Project Proposals and Invoices. The new reporting system also allows users tremendous flexibility in customizing reports, selecting data to display and saving customized report configurations. Underneath the hood, the reporting system has been rebuilt to permanently store summary information tables and only scan Jobs and Projects that have changed between reporting sessions. This greatly improves speed and efficiency.

• Expanded available Job Record data elements including: Order Date, Completion Date, Created Date, PO, JobType1, JobType2, Savings Category, Owner, Job#, Job Name, and many others.
• Added reporting on Project Proposals and Invoices.
• Added customization of data columns displayed in reports.
• Enhanced filtering, sorting and grouping of records.
• Added ability to save customized reports for later use.
• Added storage of summary information tables to improve speed and efficiency.
• Summary tables stored as Tab Delimited Text, which can be easily accessed by other systems.

Other Changes

• Main Application Window - Message Bar control changed to look better on Mac OSX.
• Job List Panel - The procedure for opening jobs has streamlined and optimized to operate more quickly.
• Job List Panel - Reload JobList Function - Added prompt to advise user when reloading of the job list is complete.
• Project Proposals & Invoices - Added prompts to set Proposal Date and Invoice Date when emailing or printing the documents.

• MySettings
  • Reindexing Utility - Jobs found with lower case .prj extensions are converted to upper case before reindexing.
  • Changing email address now gives an option to update the enterprise user list record, name field.
  • Fixed: Reassign Job Ownership function - was not working properly.

• Aggregate Reporting System
  • Fixed Savings Report Savings Calculation was not showing.
  • Fixed Summary Report Savings Calculation was not showing.
  • Added .xls spreadsheet output as an option for all reports.

• Job List
  • Reports - Added option to show full Item Code as 5 columns on job list reports.
  • Deep Search double scan time warning pop-up eliminated.

• Job Master Dialog
  • Flexi-spec - Fixed delete template function for NetPlus users.
  • "Read Only" now shows when job is set to read only.
  • Job Ticket Report was failing for job names with illegal characters. Removed job name from output file name.

• Project Manager Dialog
  • Proposal Builder - Fixed loading of "totals & tax" on/off, was setting to "on" always.
  • Fixed: "Read Only" now shows when project is set to read only.
  • Fixed: Customer with no customer list record caused Proposal & Invoice send email to fail

• Items List
  • Now uses New Item Pop-Up for "New Records" and "Copy Record" actions.
  • Now shows selected row when opening in select mode from Job Master Dialog.

• Customer & Supplier List Exporting
  • Now offers to open the file after creating export file
  • Now offers file with either .txt or .xls extensions.

• Send Email Dialog
  • Fixed application freeze up after emailing PO or Bid Report emails, for users with Windows Java 1.6.1_12
  • This Fix may resolve other sporadic issues encountered after sending emails.

• Proposal System Issues
  • Resolved problems for Professional Users creating projects.
  • Fixed Margin/Markup translation which was not getting entered into last column of calculator.
  • Fixed Translation of job quote information to new format.
  • Fixed corruption of legacy proposals when legacy job is set to read only.
  • Fixed display of legacy and non-legacy proposals when job is set to read only.
  • Fixed Job Customer Synchronization from Projects
• Job Master Dialog
  • Fixed "Join Project" function, job is permanently added to project.
  • Added "Remove Job from Project" menu item and function.
• Proposal Item Editor
  • After Selecting a new "paper" costline, paper calculator pops up.
  • After Selecting a new "Quote" costline, the quote selector pops up.
  • Set Margin/MarkUp Rounding 30% to 2 decimal places.
  • When selecting a source job for a "quote" type costline a new pop-up is presented for selecting a job quote, it shows:
    1. A list of the jobs associated with the project.
    2. An option to use the full job list selector.
    3. An option to select a job later.
  • After selecting a job quote, the system offers to load the lowest bids automatically.
• Quote Selector Dialog:
  • Current Selections table moved to top, font in 12pt bold, label in 14pt Bold.
  • Quotes Table Font set to 10pt plain, label set to 12pt Bold.
  • Changed Job Selector removed default value for Owner Filter

• Purchase Order Report - Cost per unit adjusted to display a minimum of 2 decimal places.
• Copy Job Function - No longer copies job costing data.
• Job List Report - Fixed display of Created Date was showing delivery date in error.

• Proposals & Invoices
  • Empty Project Names are now allowed.
  • Removed confirmation on new projects.
  • Added pop-up option when initially opening a project and an existing Project Name is selected. The user is asked if they want to "join existing project" or "create new project".
  • Fixed typos in Project transfer email subject and text "Transferred" was missing an "r".
  • Fixed error in customer synchronization from Projects to related Jobs.
  • Proposal Item Editor - Fixed Default Proposal Intro button to insert specs properly.
  • Proposal Item Editor - Fixed error in conversion of proposal mark-up percentage from old (Decimal 0.00 - 1.00) to new (Whole number 1 - 100%) format.
  • Invoice Item Editor - Insert Specs button fixed.

• Job Order Dialog
  • Fixed Delivery Date not converting to European DD-MM-YY Format.

• Job Master Dialog
  • Added pop-up warning to Job Ownership Change mechanism, if job is part of a project.
  • Changed "Dept/Client" label to "Customer".
  • Added explanation tool-tips to disabled customer & project seletors, when job is part of a project.
  • Changed "Reselling" menu name to "Project".
  • Added "View Project" menu item to "Project" menu.
  • Added "Remove Job from Project" menu item to "Project" menu.
  • Fixed typos in Job transfer email subject and text "Transferred" was missing an "r".

• Main Application Window
  • Fixed Refresh Joblist function to refresh the Job List & Schedule list table data after reloading the data.

• General
  • Eliminated ownership checks for Professional users accessing projects.
  • Fixed Costing System settings upgrade translation error.

Major Release - Customer Project Builder

& Enterprise Rights Expansion

The December 2008 release includes major revisions to the proposals and invoices section of P3Expeditor. Since the proposal and invoice documents are presented to customers, this section of the program is now known as the "Customer Project Manager". The proposal and invoice builder dialogs have been merged into one dialog with several tabpanes. The proposal builder has been greatly enhanced and has its own tabpane. The invoice builder also has a tabpane and has some minor improvements. Along with these the project manager includes a "jobs" tabpane that lists the job(s) associated with the project and a "Summary" tabpane, which displays summary reporting on the project. The Project Manager dialog has four tabpanes:

• "Proposal"
• "Invoice"
• "Jobs"
• "Summary"

The enterprise settings section of P3Expeditor is the second area of significant change in this release. Enterprise rights have been expanded to allow greater flexibility for system administrators in organizing individual enterprise users. Because these changes control which sections of the application a user can use, they impact many areas of the P3Expeditor system. They also include additional user settings, which administrators can manipulate, a customizable set of job and project status levels, and a set of shared message text blocks than can be adopted and further customized by individual users. These new Enterprise capabilities are controlled through a revised MySettings dialog and include the ability to:

• Restrict use of RFQ functions
• Restrict use of ordering functions and set spending limits
• Restrict use of Project Proposal and Invoice functions
• Restrict users from seeing other users' jobs and projects
• Customize Job Status Levels for the Enterprise
• Customize Project Status Levels for the Enterprise
• Edit more Enterprise Message Text Blocks

In addition to these two big change areas there have been significant smaller changes throughout P3Expeditor. These will be detailed below and include changes to the:

• New User Dialog
• Job List Panel & Reports
• Job Master Dialog & Reports
• Job Ordering Dialog & Reports

Customer Project Manager

Since the proposal and invoice documents are presented to customers, this section of the program is now known as the "Customer Project Manager". The Customer Project Manager is still accessed through the Reselling menu on the Job Master dialog.

1. Dialogs merged into Customer Project Manager - The proposal and invoice builder dialogs have been merged into one dialog with several tabpanes. Along with the proposal and invoice tabpanes the project manager includes a "Jobs" tabpane that lists the job(s) associated with the project and a "Summary" tabpane, which displays summary reporting on the project.
2. Customer Project Information Enhanced - The project data structure has been enhanced in several ways.
   • Multi-Job Synchronization - The project now contains a list of one or more jobs that are associated with the project. Jobs associated with a project are tightly synchronized with information in the project. Synchronized information includes: Ownership, Project Name, Currency, Measurement Units and Customer. Having a list of associated jobs allows P3Expeditor to summarize job costs for all jobs associated with the project and compares that to the actual revenue generated on the invoice.
   • Option Column Flexibility - Proposals can now include any number of option columns, rather than being limited in options to the number of quantities on the proposal's associated job. When a proposal is first created from a job, it starts out with one option column for each quantity on the job. Option columns can be added or removed from there. This is, for example, very handy if you quote 3 quantities but only want to present 1 to your customer.
   • Line Item Specific Quantities - Each proposal item now has its own set of quantities associated with it. This allows the user more flexibility in making proposals. E.G. One line might include printing of 5000 pieces, and the next line might include mailing of 2000 pieces.
3. Proposal and Invoice Manager Interface Overhauled - The proposal and invoice builders remain similar to previous versions in concept but the user interface has been upgraded. The layouts on the two builders are very similar with a document preview pane occupying the left side of the dialog and a set of controls on the right, which can be user to manipulate the contents of the proposal or invoice. The controls on the right are the core of the user interface and whenever they are used the document preview is refreshed.
   • Item Order Flexibility - Users can now rearrange the order of the line items on the proposal and invoice. In addition to the add, edit, delete functions, The "Proposal Item Manager" and "Invoice Item Manager" also have "move up" and "move down" buttons that so users can rearrange the order of items on the proposal or invoice.
   • Pre-Set Introduction Notes - The introduction editor now pops up an editing window where the user can write an introduction or load a pre-set introduction text block.
   • Project Specific Terms & Conditions - The default terms & conditions can now be edited and customized for each proposal or invoice. Users can now edit the terms and conditions through a pop-up editor.
   • Proposal Item Deletion - A reminder has been added to the proposal item deletion process to advise the user to also delete the item from the invoice if they want it removed from that document also.
   • Invoice Item Deletion - A reminder has been added to the invoice item deletion process to advise the user that this function will remove the item from both the invoice and proposal. It also advises that an alternative "do not show" option is available for items that should be on the proposal, but not on the invoice.
   • Streamlined Proposal to Invoices Conversion - A new "Convert Proposal to Invoice" menu function asks the user to select an option column on the proposal and then sets the invoice prices accordingly. The prices can still be modified subsequently if desired.
4. Proposal Item Editor - This dialog has been modified to allow more sophisticated calculation of project costs.
   • Multi-Line Cost Calculations - Multiple cost elements can now be combined to calculate a cost basis for the proposal item. These elements are listed in a table on the top right hand side of the Proposal Item editor, just below the "Add a cost line" button.
   • There are several types of cost lines:
     • Fixed cost - This line type allows the user to enter a simple fixed price for each quantity/option.
     • Unit cost - This line type allows the user to enter a unit cost for each quantity/option, which will then be multiplied by the option quantity to arrive at a price.
     • Job Quote - This line type has two pop-up selectors associated with it. One to select the job to use and the second to select the actual amounts from the supplier quotes.
       1. Job Selector Dialog - This dialog is used initially to select a job to get the quotes from. The dialog shows a filtered set of jobs from the job list. By default the jobs most likely to be selected are presented. However, the filtering can be modified by the user if desired.
       2. Bid Selector Dialog - This dialog allows the user to select prices from supplier quotes on a particular job. Once the bids are loaded for the selected job, the user can select which prices they want to use in building the proposal.
     • Paper Calculation NEW - This new line type has a pop-up calculator associated with it. The calculator enables the user to calculate paper cost for each option/quantity, based on several input factors.
5. Invoice Item Builder
   • The mechanism for selecting which price from the proposal to use for the invoice has been modified. Since the proposal can now contain more than 4 options, the mechanism shows a list of all the options to select from.

Overhaul of Enterprise Settings

The system of Enterprise settings for P3Expeditor has been greatly expanded in this release. This expansion includes both new "Enterprise-Wide" settings that apply to the entire Enterprise User Group and new "User-Specific" settings that can be applied to individual users within the Enterprise User Group. The Enterprise-Wide settings are controlled in various places in the MySettings dialog and are generally restricted to be changed only by Enterprise Administrators. The User-Specific settings are controlled through the Enterprise User List Manager on the Enterprise tabpane on the MySettings Dialog.

1. Enterprise User List - The enterprise user list has been modified to make it easier to manage the rights of individual users in larger groups.
   • A printable (web page or spreadsheet) user list report has been added because there are too many rights to display on the dialog. A button has been added to launch the report.
   • Several columns have been removed from the user list table to allow for clearer display of the remaining key data elements.
   • Controls have been added to move users up and down the list, so they may be ordered in any way that is useful to the administrator.
2. User-Specific Rights - These settings have been expanded to allow administrators to turn on/off specific functions within P3Expeditor. The new settings are divided into 4 groups each of which has its own tabpane on the "Enterprise User Rights Editor". The group tabpanes are labeled: General, Sourcing/RFQs, Ordering/POs, Proposals/Invoices. The specific settings are discussed below.
   1. General - This tabpane controls the Job Deletion right and rights to use the Reporting and Job Costing systems. In addition several check boxes control the user's ability to see other users on the system, see other users' jobs and the ability to edit jobs owned by other users.
   2. Sourcing/RFQs - This tabpane allows the administrator to turn on/off functions related to sourcing print jobs, such as: adding suppliers to a job, sending RFQs, manually entering bids, and viewing the compare bids dialog.
   3. Ordering/POs - This tabpane allows the administrator to turn on/off functions related to ordering jobs, such as awarding jobs to a supplier and emailing or printing purchase orders. There is also a control that will force the user to enter a purchase order number before sending an order. Lastly, the administrator can set a maximum spending authorization limit for the user. The spending limit is enforced in the Job Order dialog.
   4. Proposals/Invoices (Customer Facing Project) - Grouped in the last tabpane, these rights allow the administrator to grant different levels of access to the Project Manager. A user may be granted access on read only or full editing basis. Further, the right to email and print the project documents can be restricted. The other controls on the Proposals/Invoices tabpane pertain to how price calculations are made on the Proposal Item Editor. The user's default calculation (Margin or Mark-up) method can be set. The user's ability to change method on a specific project can also be restricted. Lastly both default and minimum mark-up/margin percentages can be set as part of the Enterprise User's settings.
3. Enterprise Wide Settings
   1. Alternate PO Label - The label "Purchase Order" can now be globally replaced with an alternate Enterprise specific term (e.g. "Official Order", "Work Authorization"). Modifying this setting is done through the MySettings Dialog, Configure Menu, AlternatePOLabel menu item.
   2. Enterprise Name - Modifying the Enterprise name is now controlled through the MySettings Dialog, Configure Menu, SetEnterpriseName menu item. When a new Enterprise group is established, a default value for the Enterprise is set using the user's company name from their personal profile.
   3. List Manager - The MyPapers tabpane has been converted to a more generic Enterprise List Manager. The List Manager is used to manage the MyPapers List, Project Status List and Job Status List.
      • MyPapers List - The existing MyPapers list is still managed through the list manager.
      • Job Status List - This list, which appears on the Job Master Dialog and Job List, is now customizable. The P3Expeditor default entries may not be altered in order or labeling, but new job status levels may be added and interspersed among the default levels. Move Up and Move Down controls allow the user to change the order of the status levels. The job list will sort in the order of the status levels shown on the list.
      • Project Status List - This is a new list of status levels for Customer Projects. It appears on the Proposal Manager Dialog. Its editing and ordering works in a similar way to the Job Status List.
      • In the future other Enterprise lists may be managed through the List Manager.
   4. Message Editor - Several default messages types were added to the Message Editor tabpane.
      • Proposal Intro - This new message type is editable from the Message Editor and the Project Manager where it is used.
      • Invoice Intro - This new message type is editable from the Message Editor and the Project Manager where it is used.
      • Default Pre-Press Note - This default note is now editable from the Message Editor as well as the Pre-Press Specs dialog.
      • Default Shipping Note - This default note is now editable from the Message Editor as well as the Packing & Shipping Specs dialog.

Other Enhancements

1. Job Order Upgrade - The job ordering process has been formalized in this version of P3Expeditor. When an order price to the supplier is set on the Job Order Dialog, an authorization process is initiated. This process first checks the user's Enterprise spending limit. If the order amount is under the limit, the process continues. Then the user's name is set as the "Order Authorizer" and the current date is set as the "Order Date". The order authorizer information stays with the order regardless of who actually owns the job or sends the order to the supplier. The following changes have been made to the job order dialog:
   • Changing the order amount causes the purchase authorization process described above, with a spending limit implemented as part of enterprise rights.
   • The Alternate PO label Enterprise setting implemented in dialog labels and buttons.
   • The Purchase Order report was enhanced to include: Order Date, Authorizer, and Job Owner information. The Alternate PO Label is also used where appropriate.
   • The job Delivery Date is shown and editable on the Job Order Dialog.
   • The mandatory PO number right is enforced before sending or printing the order.
2. Job Master Changes - There have been a few changes to the Job Master Dialog. They generally do not affect the layout or look of the Dialog.
   • The new enterprise user rights restrictions for Sourcing/RFQs, Ordering/POs and Proposals/Invoices have been implemented in the Job Master Dialog, Job Notes Dialog, Compare Bids Dialog, Bid details Dialog and Project Manager Dialog.
   • Project name, customer, currency, units, and ownership all synchronize with the Project Record if one exists.
   • A Job Ticket Report has been created; the report gives the top level information for the job, the customer and the supplier. It is accessed through the Print menu.
   • Changing Job Ownership now triggers an email message using the standard P3Expeditor Send Email Dialog. This allows the user to add comments and other recipients to the email notice.
   • Once a job has been made part of a customer project, the Customer and Project controls are disabled. Those data elements must be modified through the Project Manager, which synchronizes changes across all jobs associated with the project.

1. Job List Changes - There have been a several changes to the job list. These again do not affect the basic look or functions.
   • Created Date - The date on which each job file was created is now displayed in the left most column of the Job list and Schedule list tables. This date is never editable. The column can be sorted just like any other column in the table.
   • When opening jobs, if the job is not "Active" it can only be opened in Read-Only mode. If a user wants to modify an Inactive job they need to first re-Activate it, then open it for editing.
   • When copying jobs, if supplier information is included, a check will indicate if any of the supplier's information has changed and needs to be updated.
   • Job Summary Panel
     1. Jobs are no longer automatically locked when they are displayed in the summary panel. They are only locked when the "Active" checkbox is changed or the user begins editing the job notes. This will improve performance of the job list. The Job List refresh, triggered when the "Active" checkbox is modified, has been adjusted to make the process faster and easier.
     2. The dates displayed on the summary panel now include the Created Date and Order Date. The date labels and dates are always displayed regardless of their on/off status. Instead, The word "Anticipated" has been added to dates that are "on" for editing; the word "Final" has been added for dates that are turned "off"; Dates that are not set do not have anything added to them and show as blank next to their label.
   • Job Filter Panel - This panel has been modified to deal with the new customizable Job Status List and Created Date.
     1. The Job Status filter control shows the customized Job Status List.
     2. The date filter "Date Type" control has been changed from a radiobutton group to a combobox. The Created Date has been added to the list of selections in the combobox. The date filter controls were repositioned in some minor ways.
2. Job List Reports- These reports have been rebuilt with some terrific new features. An intermediate "Job List Report Options" dialog allows the user to configure the report to use some of the new features.
   • The report can be output as HTML or as a Spreadsheet.
   • The various columns on the job/schedule list can be turned on/off on the report.
   • Additional columns for Owner and Created Date are also selectable.
   • 3 additional report information options are available. These three options require additional time to process, but may be worth the wait:
     1. Supplier Information - This option adds a series of columns with information about the purchase order, the supplier and their performance rating on the job.
     2. Savings Information - This option adds a series of columns to the report showing the information used to calculate job savings along with the total savings estimate for all the jobs on the report.
     3. Job Notes - This option adds an extra row to each entry on the report showing the job notes for the job.
     4. Future - Additional options may be added in future releases.
3. New User Dialog - This dialog has been modified to help international users get started faster and help returning users get reestablished quickly.
   • An "Email Password" function has been added so returning users can get their password by email and enter it immediately.
   • Additional controls for selecting measurement units, date format and currency have been added, which should help international users get set up more quickly.

• New formats on all email messages.
• A new supplier response page.
• A new send email dialog (with lots of new features).
• The ability to email Purchase Orders and an HTML formatted Bidding Report.
• Printable and email-enabled HTML formatted Proposals and Invoices.
• An option to log email communications related to a job in the job notes.

• Upgraded/Simplified email dialog layout.
• Made CC addresses editable when sending RFQs, orders and other messages
• Implemented ability to send multiple attachments with an email message.
• Attachment size limit increased to 2Mb per file (3Mb per message).
• Return receipt option added.
• Added P3Expeditor email address book/search tool.

• RFQ Printing
  • Created separate RFQ print/email choice dialog
  • Added table width limits to HTML specs tables to eliminate very wide specs appearing in browser, when long notes are in specs.
  • PrintOut - Reduced font size on headline for printed RFQ/Order from 18pt to 12pt font.
  
  
• Bid Report Printing
• Revised Bid Report Options Dialog
  • Added "spreadsheet" output option that presents data in a format compatible with MS-Excel.
  • Fixed dialog stacking issue that could cause problems.
  • Added check box option for showing Bid Response performance on Bid Report.
  • Added option to show or not bidding performance data
• Revised Bid Report
  • Created Tab-Delimited-Text output for Bid Report.
  • Moved Response Time Cluster Sent/Replied/Response time/Days late/early to separate line
  • Set font for Response Time Cluster 1 pt smaller
  • Made option to include or not Response Time Cluster
  • Separated bidding performance data from price data
  • Set font for Comments 1 pt smaller, fixed column width issue
  • Changed bid performance and supplier comments font size to 9pt.
  • Changed Bid Status to appear in bold.
  • Changed winning bid status to show "Awarded Winner" instead of "Awarded"
• Revised Bid Report Email
  • Email output option generates HTML email instead of plain text.
  • Spreadsheet version of report is attached to email.
  
  
  
• Work Order Printing
  • Added check to make sure job is awarded before running order functions.
  • Before sending orders the system checks the order price, quantity, due date and PO number and advise the user if data is missing.
  • Created separate WorkOrder print/email options dialog.
• Revised Work Order Report
  • Reduced font size on Work Order headline
  • Added table width limits to HTML specs tables to eliminate very wide specs appearing in browser, when long notes are in specs.
  
  
• Purchase Order Printing
  • Added check to make sure job is awarded before running order functions.
  • Before sending orders the system checks the order price, quantity, due date and PO number and advise the user if data is missing.
  • Created separate Purchase Order print/email options dialog.
  • Purchase order can now be emailed directly.
  • Tax rate is remembered from one printing to the next
  • Added option for including "Approval Block" including supplier number, payment terms and item code data.
• Revised Purchase Order Report
  • Reduced font size on PO purchase order Number at top + centered text

• Consolidated print order and send order buttons into one button.
• Prices with more than 2 digits were causing the QuickBooks add PO function to fail. Corrected error in decimal truncation logic.

• Updated user Interface.
• Implemented HTML versions of proposal and invoice documents
• Both documents can be emailed directly or printed via web browser.

• Restricted mode - lock override option added.
• Order Dialog - Fixed "View Winning Bid Details" button to show at all times not just under QuickBooks.
• Supplier List - Added fields for payment terms and supplier number.
• User Settings
  • Option to turn on email logging in Job notes.
  • Test button added to Proxy Settings panel
  • Email Password button added to UserInfo tab panel
• Spec Check Dialog - Added spec checks for:
  • Paper - Name, Weight, Color, Finish
  • Bindery Instructions exist
  • Shipping Instructions exist
  • Flexi-Spec now says "Sorry Spec Check cannot be run on Flexi-Specs"
• License Update function automatically connects to server.
• Global/Online Update menu item removed functions moved elsewhere.
• Fixed Item reference which was not being copied when job was copied.
• Fixed problem with job number index resetting in Net Plus.
• Job Notes Report fixed - Performance cluster only showed if a job note was present.
• Start Up Tips screens edited for clarity and graphics changes.

• Job Specs - Fonts modified to appear larger in printed documents.
  
• Supplier List Dialog - Layout improved, category searching enhanced and QuickBooks synchronization improved.
  
• Customer List Dialog - Layout improved and QuickBooks synchronization improved.
  
• Job Order Dialog - Layout simplified and QuickBooks synchronization greatly enhanced.
  
• Job Master - Job savings estimator added
  

• Fixed bug where clicking certain Global menu items from the job list left jobs locked.
  

• Fixed date filter on Search panel Quarterly ranges were not working properly.
  
• Fixed Job List Report - Notes entered from job summary panel not reflected in report.
  
• Job List Owner Filter Control - Job list sortation now maintained after owner selection changes.
  
• Copy Job function no longer copies proposal and invoice data.
  
• Fixed controls out of place for basic version users.
  
• Fixed Job List Reports to show European Date Format on print outs when European dates are turned on.
  

• Sets Bid Status on copied bids to "Copied".
  
• Order Amount Price and PO are cleared out on copied jobs.
  

• Fixed Date Filters to ignore active/inactive status of dates when filtering historical data.
  
• Fixed printing of Default Item headings on cost spreadsheet.
  
• Eliminated the large number of records warnings (no longer necessary).
  
• Fixed refilter of date changes so filter summary is updated properly.
  

• Added "Cancel" Job Menu Item to close job without saving changes.
  
• Added Cost Savings Estimate display to Job master screen.
  
• Print Menu Bid Report now gives print report instead of email.
  
• Added Hour Glass when Launching Order Screen.
  
• Suppliers panel not showing correct winning supplier in some cases.
  

• Fixed problems with deleting cost items.
  
• Fixed Unique ID generator for payment items.
  
• Fixed problem inserting cost items when no item is selected.
  
• Populates Base Job Cost line with PO Data when using "Add Invoice" function.
  
• Flags overs and unders that are out of the stated tolerance bounds.
  
• Shows Cost Per Unit with other purchase order data on PO panel.
  

• Fixed bug in decimal display of items, rounds to whole dollars on invoices over $1000.
  
• Fixed proposal rendering spacing between columns not properly set.
  

• Adjusted Font on RFQs orders etc. uses points instead of pixels.
  
• Purchase Order Report now shows job owner.
  

• Added job status prompt when exiting order screen.
  
• Added print buttons so users can print the PO or work order with 1 click.
  
• Revised interface layout in general.
  
• Added a warning if no delivery date is set before sending Job Order.
  
• Saves Data before running Print Order.
  
• Added view bid details button to view winning bid.
  
• Made quantity field a drop list with RFQ quantities shown.
  
• Automatically populates price field if an RFQ quantity is selected.
  
• Reloads order data (qty drop list) after viewing bids, in case changes were made.
  
• Added View/Edit PO Terms & Conditions button.
  
• Added QuickBooks panel, only visible for QB users.
  

• Shows POSync Status, QB Cust:job, QB Item and QB line item Description.
  
• Checks for out of sync data on opening Job Order screen, in case data was changed via QB.
  
• Added ability to Change QBPO# from P3.
  
• Added button to copy Specs into QB PO line description.
  
• Implement Add QBItem via Item Combobox.
  
• Customer check when opening OrderJob dialog screens for no customer and un-synchronized customers.
  

• Narrowed to 800 pixels to match other dialogs.
  
• Added drop menus eliminated less frequently used buttons.
  
• Modified Supplier List to have partial match filters on all columns.
  
• When launched from main application window displays in full 600x800 size.
  
• Added export function to supplier list menus.
  

• Converted category field to multi-line text area to hold comma separated keywords.
  
• Added category/keywork selector, populated will all words used on other suppliers.
  
• Put taxID and Accounting System info in their own panels .
  
• Removed HTML email checkboxes.
  
• Added Drop Menus - Got rid of buttons.
  

• Narrowed to 800 pixels to match other dialogs.
  
• Added drop menus eliminated less frequently used buttons.
  
• Added Export Customers Function.
  

• reorganized text areas and panels to be more logical.
  
• Put taxID and Accounting System info in their own panels.
  
• Removed HTML email checkboxes.
  
• Added Drop Menus - Got rid of buttons.
  

• Combobox loading optomized to load quickly.
  
• Sync dialog reorganized for clarity especially ADD option.
  
• Added show QB info function customer and supplier details dialogs.
  
• Import from QB Suppliers & Clients Fix speed and function improved.
  
• Empty QuickBooks supplier and customer list error handling improved.
  
• Job selector on QBEst/Inv screen modified to enhance load speed.
  

• Adjusted all XML calls to retry in Canadian mode if they fail in US mode.
  
• Added method "getStateTag()" to deliver "State" or "Province" depending on version.
  
• Removed "IncludeRetElement" nodes for Canadian version (not supported).
  
• Converted all remaining QB data calls (ex Invoice and Estimate ) to QBXML methods.