.. _upd-450e: ############################# WARES 4.34B to 4.50E Upgrade ############################# First Read These Cautions: ============================= The following issues may effect your conversion to WARES version 4.50E: Free days ----------------------------- Free days has moved from the Profile setup to the Account setup. Where an account has multiple profiles, some with free days and some without, the products and lots must be split into separate accounts BEFORE conversion. Call for assistance if this applies to any of your accounts. UOM and Country codes ----------------------------- This release replaces the UOM and COUNTRY code tables with extended standard code lists. If you have customized UOM codes, the custom values can be converted to standard codes according to the instructions in help note 90123. COUNTRY codes in addresses are corrected using the instructions in help note 90124. GL_CODE table ----------------------------- At :menuselection:`Tools --> Define --> Table Codes`, record GL_CODE will replace GL.CODE. After conversion, print these records and examine the chart of accounts ledger codes in COL3. Update the new GL_CODE table if any GL codes are missing or account numbers are wrong. Billing reports ----------------------------- The CHARGE.LOG used to show all billed transactions; now it lists only transactions with charges. Custom reports ----------------------------- At :menuselection:`Tools --> Reports --> Control Reports`, Press :kbd:`[Shift-F10]` to see a list of customized reports. Reports which use files CHARGES, INVOICES, PAYMENTS, PROFILES or RATES will have to be redesigned or discarded after this update. PRODUCTS reports may require redesign. New reports must be created wherever a customer requires special auditing for billing. Report customizations ----------------------------- Selection commands :command:`XQ`, :command:`BATCH.LOG`, and :command:`PRINT.SUBS` have been reprogrammed and now require different command parameters. If custom reports (other than billing reports, as mentioned above) do not work after this update, refer to help note 90153 for instructions. Window menu keys ----------------------------- The :kbd:`[F10]` window menu has been enhanced to include every key commonly required in data entry or review. Every window uses the same menu, except for window-specific softkeys and relations. The following keys changed: .. cssclass:: bd +-----------+----------+----------+-------------------------------+ | New key | Replaces | Shortcut | Description | +===========+==========+==========+===============================+ | [F10],E,R | [F10],E | [AF10] | edit related window | +-----------+----------+----------+-------------------------------+ | [F10],Q,Q | [F10],Q | | enter query mode for window | +-----------+----------+----------+-------------------------------+ | [F10],F,N | [F10],F | | open a file in a window | +-----------+----------+----------+-------------------------------+ | [F10],K,L | [F10],L | [SF10] | display browse records | +-----------+----------+----------+-------------------------------+ Softkeys and Relations ----------------------------- The following keys have changed: +---------+-------------+------------------------------------------------+ | New key | Replaces | Description | +=========+=============+================================================+ | [AF9] | [SF3]/[SF4] | Tariffs replace Rates and Profiles | +---------+-------------+------------------------------------------------+ | [AF7] | [AF8] | to edit serial numbers | +---------+-------------+------------------------------------------------+ | [SF7] | [SF8] | to display serial numbers | +---------+-------------+------------------------------------------------+ | [SF8] | | undoes entry changes on a displayed record | +---------+-------------+------------------------------------------------+ | [SF4] | | configure entry windows (Accounts and Tariffs) | +---------+-------------+------------------------------------------------+ | [AF6] | [SF6] | display related Lot Details in Products Setup | +---------+-------------+------------------------------------------------+ | [SF2] | | shows product balances in Products Setup | +---------+-------------+------------------------------------------------+ ---------- ############################# 4.50E Update Instructions ############################# Download and Extract Update ============================= #. Create an empty folder at the root of your local drive, :file:`C:\\TEMP`. #. :download:`Download the update <_downloads/upw_450.zip>`. #. file :file:`upw_450.zip`, and extract the archive contents to folder :file:`C:\\TEMP`. Running Module Updates ============================= WARES is a modular program, and updates must be run in each program module. For each of the modules AREV, TOOLS, CONTACTS, EXCHANGE, and WARES, perform the following sequence of steps: #. Start WARES and login using the supervisor level password. #. At :menuselection:`Tools --> Actions --> Update`, press :kbd:`` to start the updater. #. When asked for the drive and path to the update files, enter :file:`C:\\TEMP`. #. From the popup list of available update sets, select and run updates in the sequence AREV, TOOLS, CONTACTS, EXCHANGE, and WARES. #. Highlight an update to perform and press :kbd:``. When asked to install the update, type :kbd:`Y` and press :kbd:``. #. Your WARES session will terminate when each update finishes. QUICKDEX ERROR INSTRUCTIONS ============================= .. warning:: The following message may appear during the update process. Do not ignore this message and continue. Instead, follow the directions below. You may need technical assistance with these instructions. Call if you are unsure how to proceed. :: ┌─[FS290]────────────────────────────────────────────────────────┐ │ │ │ You cannot write or delete records because │ │ Quick/Rightdex for this file does not use the │ │ "DEFAULT" language set specified in the current environment. │ │ │ │ Either: │ │ │ │ Reload the "-" language set │ │ - or - │ │ Re-install the Quick/Rightdex. │ │ │ └────────────────────────────────────────────────────────────────┘ While this message is displayed, perform these steps: +------------+------------------------------------------------------------+ | Action | Explanation | +============+============================================================+ | [F5] | Press function key F5 to get a TCL window | +------------+------------------------------------------------------------+ | [F2] || Press function key F2 to see a list of TCL commands | | || Identify the DICT.filename producing the error | +------------+------------------------------------------------------------+ | | Remove the TCL commands popup | +------------+------------------------------------------------------------+ | || :kbd:`AW UTIL_WINDOWS MAKEINDEX`, press :kbd:`` | | || (command to display the Make Indexes window.) | | || (WARES versions before 4.30 type :kbd:`AW MAKEINDEX`) | +------------+------------------------------------------------------------+ | [SF1] | Press function key Shift-F1 to enter the filename | +------------+------------------------------------------------------------+ | || :kbd:`DICT.filename`, press :kbd:` ` | | || (Type the DICT.filename in the Get Filename window, | | || Press to accept the filename, | | || Press for "Yes" to remove the Quickdex.) | +------------+------------------------------------------------------------+ | [SF1] | Press function key Shift-F1 to enter the filename | +------------+------------------------------------------------------------+ | || :kbd:`DICT.filename`, press :kbd:` `| | || (Type the DICT.filename in the Get Filename window, | | || Press to accept the filename, | | || Press for "Q" to install a Quickdex, | | || Press for "Yes" to update the Quickdex.) | +------------+------------------------------------------------------------+ | | Return to the TCL window | +------------+------------------------------------------------------------+ | [F2] | Display the previous TCL commands list | +------------+------------------------------------------------------------+ | | Move down to the top-most UPDATETABLE command | +------------+------------------------------------------------------------+ | | Select the top-most UPDATETABLE command | +------------+------------------------------------------------------------+ | | Re-execute the UPDATETABLE command | +------------+------------------------------------------------------------+ | | Escape to remove the error message and continue updating | +------------+------------------------------------------------------------+ [UPD11] DEMO VOLUME MESSAGE ============================= If message [UPD11] appears when volume WARES.DEMO is not attached, then: +------------+--------------------------------------------------+ | Action | Explanation | +============+==================================================+ | [F5] | Press [F5] to display a Command window | +------------+--------------------------------------------------+ | | :kbd:`REBUILD.IMAGE ALL`, press :kbd:`` | +------------+--------------------------------------------------+ | | :kbd:`OFF`, press :kbd:`` | +------------+--------------------------------------------------+ | | Restart WARES and perform the update | +------------+--------------------------------------------------+ CHANGES REQUIRING CORRECTION ============================= This update may necessitate making configuration changes in WARES: + At :menuselection:`Tools --> Define --> Table Codes`, record UOM is renamed UOM.OLD and replaced. Some special UOM codes may require re-entry in the UOM table. Updating UOM codes on product records can be performed as a batch process, as described in Help Note 90123. + At :menuselection:`Tools --> Define --> Table Codes`, record GL_CODE replaces GL.CODE. The old record is kept for reference. Column 3, the Account numbers, may need to be changed in the updated GL_CODE record. + At :menuselection:`eXchange --> Export --> Exports`, the export template is replaced. If you have been exporting invoices to an accounting program, add the "HISTORY" command on the final line of the template, and check that the file path for export is on the correct drive letter. + At :menuselection:`Billing --> Tariff Setup`, new UOM codes on handling and storage tariffs may be required. The conversion simply guesses at the codes. Tariff descriptions should be updated where accounts have multiple tariffs. + Selection commands on customized reports may require updating, as described in help note 90153. ---------- ############################# 4.50E Features and Notes ############################# Documentation Notes ============================= Use the WARES Notes features to find procedural help documents and other information about program changes. Choose APP_NOTE.HELP.TOC from menu selection :menuselection:`Access --> =Notes` to view or print a Table of Contents for Help Notes. To print a specific help note, go to :menuselection:`Contacts --> Notes`. Then enter the number of the desired note, and press :kbd:`[SF9]` to print out the help document. To display notes related to an entry window, press :kbd:`[F10],H,N` in the window. Navigate between notes with :kbd:`[Alt-F]` and :kbd:`[Alt-B]`, or view a list of notes with :kbd:`[Shift-F10]`. View or print program change notes from menu :menuselection:`Access --> =Notes`. Choose report APP_NOTE.RESOLUTIONS, enter the date range :kbd:`03/01/01` through :kbd:`04/15/03` for notes related to this release, and enter the employee code :kbd:`PN` for Programmer Notes. 4.50E Version New Features ============================= +-----------+--------------------------------------------------------------------+ | Status | Menu Item | +===========+====================================================================+ || || :menuselection:`Tools --> Utilities --> Recover Post` | || replaces || :menuselection:`Setup --> Fixes --> Recover Transact` | +-----------+--------------------------------------------------------------------+ || new || :menuselection:`Tools --> Processes --> Execute Rules` | || purpose || Manages running program Business Rules | +-----------+--------------------------------------------------------------------+ || new || :menuselection:`Tools --> Processes --> Define Rules` | || purpose || Defines program Business Rules | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Tools --> Processes --> Report Setup` | || replaces || :menuselection:`Tools --> Reports --> Control Reports` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Tools --> Processes --> Processes Setup` | || replaces || :menuselection:`Tools --> Define --> Processes` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Tools --> Processes --> Schedule Processes` | || replaces || :menuselection:`Tools --> Define --> Schedules` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Tools --> Processes --> Actions Viewer` | || replaces || :menuselection:`Tools --> Processes --> Errors Review` | || replaces || :menuselection:`Tools --> Processes --> Events Review` | +-----------+--------------------------------------------------------------------+ | new || :menuselection:`Entry --> =Forms` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> =Forms` | || replaces || :menuselection:`Reports --> Forms --> ...` | +-----------+--------------------------------------------------------------------+ | new || :menuselection:`Setup --> =Forms` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Setup --> Utilities --> ...` | || replaces || :menuselection:`Setup --> Fixes --> ...` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Tools --> Utilities --> ...` | || replaces || :menuselection:`Tools --> Actions --> ...` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Tariffs Setup` | || replaces || :menuselection:`Setup --> Rates` | || replaces || :menuselection:`Setup --> Profiles` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Batch Billing --> Recurring Calculate`| || replaces || :menuselection:`Billing --> Batch Billing --> Recurring Invoices` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Batch Billing --> Invoice Charges` | || replaces || :menuselection:`Billing --> Batch --> Services Invoices` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Utilities --> Month End` | || replaces || :menuselection:`Billing --> Month End` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Utilities --> Void Batch` | || replaces || :menuselection:`Setup --> Fixes --> Void Invoices` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Utilities --> Remove Records` | || replaces || :menuselection:`Setup --> Fixes --> Old Transactions` | +-----------+--------------------------------------------------------------------+ || || :menuselection:`Billing --> Utilities --> Sales History` | || replaces || :menuselection:`Setup --> Fixes --> Sales History` | +-----------+--------------------------------------------------------------------+ || deleted || :menuselection:`Billing --> Batch Billing --> Prorate Invoices` | +-----------+--------------------------------------------------------------------+ || deleted || :menuselection:`Reports --> ...` several options | +-----------+--------------------------------------------------------------------+ || deleted || :menuselection:`Setup --> Rates` | +-----------+--------------------------------------------------------------------+ || deleted || :menuselection:`Setup --> Profiles` | +-----------+--------------------------------------------------------------------+ || deleted || :menuselection:`Setup --> Fixes --> ...` several options | +-----------+--------------------------------------------------------------------+ 4.50E Documentation Revisions ============================= +--------------+-------------+-------------------------------------------------------+ | Module UTIL | Utilities |:menuselection:`Access --> -Manuals --> UTIL_DOCUMENTS`| +--------------+-------------+---------------------------+---------------------------+ | MANUAL*PREFACE | MENUS*WINDOW | MENUS*WINDOW.KEYS | +----------------------------+---------------------------+---------------------------+ | TOOLS*RULES | MENUS*WINDOW.FILE | MENUS*WINDOW.WINDOW | +----------------------------+---------------------------+---------------------------+ | TOPICS*UNIQUE | MENUS*WINDOW.EDIT | MENUS*WINDOW.HELP | +----------------------------+---------------------------+---------------------------+ | TOPICS*CONFIG | MENUS*WINDOW.QUERY | | +----------------------------+---------------------------+---------------------------+ +--------------+-------------+-------------------------------------------------------+ | Module BILL | Billing |:menuselection:`Access --> -Manuals --> BILL_DOCUMENTS`| +--------------+-------------+---------------------------+---------------------------+ | BILLING*CHARGES | BILLING*CHARGE.CALC | BILLING*VOID | +----------------------------+---------------------------+---------------------------+ | BILLING*TARIFFS | BILLING*INVOICE.CALC | | +----------------------------+---------------------------+---------------------------+ +--------------+-------------+-------------------------------------------------------+ | Module APP | Application | :menuselection:`Access --> -Manuals --> APP_DOCUMENTS`| +--------------+-------------+---------------------------+---------------------------+ | MENUS*BILLING.BATCH | BILLING*RECUR.CALC | SETUP*ACCOUNTS | +----------------------------+---------------------------+---------------------------+ | MENUS*SETUP | BILLING*PERIOD.CLOSE | SETUP*PRODUCTS | +----------------------------+---------------------------+---------------------------+ +--------------+-------------+-------------------------------------------------------+ | Module APP | App Forms | :menuselection:`Tools --> -Reports --> Forms --> APP` | +--------------+-------------+---------------------------+---------------------------+ | RECEIPT | PERIOD.CLOSE | CONFIG_PRODUCTS | +----------------------------+---------------------------+---------------------------+ | DOCKLOG | DAILY.PROCEDURE | | +----------------------------+---------------------------+---------------------------+ +--------------------------------------------+---------------------------------------+ | Added Technical Documentation | Menu Location or Selection | +============================================+=======================================+ | Technical notes and program changes | :menuselection:`Access --> =Notes` | +--------------------------------------------+---------------------------------------+ | Table of Contents for Technical Notes | APP_NOTE.HELP.TOC | +--------------------------------------------+---------------------------------------+ | Notes 03/01/01 thru 04/15/03, Employee PN | APP_NOTE.RESOLUTIONS | +--------------------------------------------+---------------------------------------+ | Technical notes review, file APP_NOTES | :menuselection:`Contacts --> Notes` | +----------+---------------------------------+---------------------------------------+ | 90109 | Automating report capture and download | +----------+-------------------------------------------------------------------------+ | 90122 | Saving reports in EXCEL format | +----------+-------------------------------------------------------------------------+ | 90123 | Swapping UOM codes on products | +----------+-------------------------------------------------------------------------+ | 90124 | Updating COUNTRY codes | +----------+-------------------------------------------------------------------------+