Upgrade Notes for 9.1.611.047d

CRMAnywhere

CRM IIS: 1.0.12 - 9.1.611.047 (Available soon!)

Supports SAMPro 9.1.611.047c. Note that the IIS version is required in 9.1 and requires IIS DBAnalytics.

DBSellPoint

DBSellpoint 1.0.002.019

Supports SAMPro 9.1.611.047c.

DBAnalytics

IIS DBAnalytics:1.3.001.001-002       OR
JAVA DBAnalytics: V1.1.005

Numerous enhancements and fixes; see Anywhere Suite Updates.

Web Dispatch Board/New Call

Web Dispatch / New Call V1.0.0.106
Requires IIS DBAnalytics

Numerous enhancements and fixes; see Anywhere Suite Updates. Supports SAMPro 9.1.611.047c.

Job Scheduler

V1.0.0.10
Requires IIS DBAnalytics

Supports SAMPro 9.1.611.047c.

FMAnywhere

IIS FMAnywhere (included with IIS DBAnalytics)
    OR
JAVA FMAnywhere V1.1.005

Allows web user to Accept/Decline Quote Scopes in FMAnywhere.

Java Version is still supported.

TechAnywhere

TechAnywhere
V4.1.059.014-25

See Anywhere Suite Updates for details; numerous fixes and enhancements including Electronic Payments support (V4.1.059.015 and up).

TimeAnywhere

TimeAnywhere
V2.0.001.015 and up

TimeAnywhere V1 and V2.0 are supported.

SubAnywhere

SA v2.2j

Now displays Scheduled Time. Also includes assorted fixes.

Client Web (old)

Part of  SAMPro

Supported in this version.

CSR (old)

Part of SAMPro

Not supported in 9.1.

View Prevailing Wage Schedule

View Job Billing Item Change Request

Start GMP Revenue Adjustments

View Standard Schedule of Values
View WBS
View WBS Contingency

Start Recompute T&M Revenue Values

View Supervisor

Start Compute GMP Special Revenue

View Checks (Employee)
View Checks (Vendor)

These new viewers allows View Checks (which shows both) to be disabled if needed.

Start Move Generic Documents
(Moves generic text files generated by a text printer out of main SAMPro directory.)

View Milestone Group

Start Project Work Order Generator

createJCHBudget

Defaultexpirationdate

Nonotes

Sitenotesnoprompt

AutoUpdateWOTechStatus

AutoUpdateWOTechStatusIgnore

Allowclosedwo

RunWizardAfterSavingQuote

SetSourceWOStatusOnApproval

SetWOWRFromScope

NewWorkorderBlankOutTech

ApprovalWizardRequiresFixedFeeBillingItem

ExportToPMWorkOrder   

Locationid

AutoUpdateWOTechStatusWhenPrinted 

ApprovalWizardDefaultTechStatus  

LogQMWizard   

Any required or disabled field registry

entries for the older Quote viewer must be

reconfigured for the Quote Manager.

ApplyTaxRulesOnFlatRateImport

Jobbillingitemstatusdefault

Importprimaryvendor

FlatRateLock

IgnoreAcceptedValidation

Any required or disabled field

registry entries for the older

 Quote viewer must be

reconfigured for the Quote Scope.

createJCHBudget

Defaultexpirationdate

Nonotes

Sitenotesnoprompt

AutoUpdateWOTechStatus

AutoUpdateWOTechStatusIgnore

Allowclosedwo

RunWizardAfterSavingQuote

SetSourceWOStatusOnApproval

SetWOWRFromScope

NewWorkorderBlankOutTech

ApprovalWizardRequiresFixedFeeBillingItem

ExportToPMWorkOrder   

Locationid

AutoUpdateWOTechStatusWhenPrinted 

ApprovalWizardDefaultTechStatus  

LogQMWizard  

ApplyTaxRulesOnFlatRateImport

Jobbillingitemstatusdefault

Importprimaryvendor

FlatRateLock

IgnoreAcceptedValidation

IMPORTANT:  Retain all  existing options in sys-viewer-vqte registry in case the older Quotemaster is used.

sys-viewer-vjb

Job

IMPORTANT!

Setting Key: JustSetAddressFromClient  

Setting Value: true     (default false)

Job's Copy From Client button was  changed so that the Sales Tax Group, Service Zone and Branch are set from the Zipcode table (if enabled) for the Client's Zipcode.  Registry changes behavior so that only Client Address fields are set when clicked.

sys-zipcode-lookup

If the following is set:
Setting Key: default  Setting Value: true

We strongly recommend disabling the Vendor defaulting with the following entries:

Setting Key: vvndr   Setting Value: false

This registry prevents Sales Tax Groups and Branches designed for use with Job from defaulting into new Vendor records.

sys-viewer-vpyrllprd

Payroll Period

Setting Key:RequiredFieldsParent   

Setting Value: pyrllprd.accre

Registry to Require the Payroll Period Accrue-To-GL Box to be Set

sys-printer-dialog-rcopinvce

For Portrait COP Invoices Only

Setting Key: orientation
Setting Value: 1

Case 6855 caused the Portrait option to be ignored in sys-printer-rcopinvce. Add this registry to correct.

sys-start-swrkordrdlyedt

WorkOrder Daily Edit

Setting Key: MaxWorkOrderCount    
Setting Value: 500

Limits number of Work Orders to be processed at one time to avoid running wide open.

sys-report-serviceinvoice

Service Invoice

Setting Key: autoemailwhenprinted   
Setting Value: true

Setting Key: EmailMessageId
Setting Value: commonphraseid

Setting Key:  ShowBillAddressAndEmailAddress  
Setting Value: true

autoemailwhenprinted enables the actual e-mailing.  

EmailMessageId specifies the common phrase to insert in the email the invoice is attached to.

ShowBillAddressAndEmailAddress prints the email address below the street address of emailed invoices.

sys-report-rexprdinsrnce

Vendor Expiration

Setting Key: autoemailwhenprinted   
Setting Value: true

Disable: Setting Key: autoemail  

If autosavewhenprinted is enabled, add the autoemailwhenprinted line and disable the autoemail or two copies of the report will be sent

sys-report-rcuststmnt

Customer Statement

Setting Key: autoemailwhenprinted   
Setting Value: true

Disable  Setting Key: autoemail  

If autosavewhenprinted is enabled, add the autoemailwhenprinted line and disable the autoemail or two copies of the report will be sent

sys-alert-tabmismatchhistory

Setting Key: errorlog

Setting Key: messagebox

Required to record tab mismatch errors to the error log.

sys-ffv-global-settings

sys-ffv-global-settings

(continued)

sys-ffv-global-settings

(continued)

sys-ffv-global-settings

(continued)

Setting Key:
SetTaxTypeManagementFees   

Setting Value: true   

Sets Revenue Adjustment's Tax Type for Management Fees in Quote and WO based on the Cost Category / Sales Tax Group.

Setting Key: NotifyPendingChanges    

Setting Value: none

If record locks associated with the  Pending Changes code are encountered use the setting value of  none to turn this functionality off.  

Setting Key:
DisableCostCodeHourlyBurdenRate

Setting Value: true

Prevents entry into of the Job Cost Code's
Hourly Burden Rate field.

Recommend for almost every SAMPro installation. The Job Cost Code Hourly Burden was implemented for use with Shop Order Job Costing, If you put something in that field, you might not like it's impact on JCH.

Setting Key: maxColumnCountToCompress

Setting Value: 120000

Need for viewers to display correctly.

Setting Key: maxRowCountToCompress

Setting Value: 20000

Need for viewers to display correctly.

Setting Key: SamproTempDirectory

Setting Value: C:\sampro\temp

1929 / Document Archiving

To allow Construction Invoicing (RINVINV3/4) to bill WO fixed fee costs without marking WO ready-to-invoice this registry should be disabled or absent.

Setting Key: DisableCase1991
Setting Value: true
Disabled: Checked

If this entry is NOT checked as Disabled, WO’s using non-Service Compute jobs must be marked Ready To Invoice for unbilled costs to appear in Record Billing Adjustments.

DefaultGLAccountId=GL Account Id

Specifies a valid account created for this
purpose (e.g., a 9999 type account).

Writing to GLH when GL Account is not specified uses this entry (posting a construction invoice with Retainage $$$ but NO Retainage GL Account.)

Setting Key: EscalationManager
Setting Value: always

Update WO Escalation Status in absence of Escalation Profile

Setting Key:
DisableMCFutureInspectionsTable
Setting Value: true

Implement if DBAnalytics for Master
Contract Inspections are NOT used.

Disables the Master Contract future inspections table for performance enhancement. Implement if DBAnalytics or other reports that depend on the table are NOT used.

Setting Key: CreateMasterSiteEquipmentPMTable   

Setting Value: true

Use if DBAnalytics for Master Contract
Future Inspections ARE used.

Important: if this registry entry is enabled, the registry entry above (DisableMCFutureInspectionsTable) must be absent or disabled.  

sys-newcall

Setting Key: DisableClientCreditLimit

Setting Value: true

Disables this functionality: If AR Balance exceeds the Client’s Credit Limit (+if it is set to zero), WO goes on credit hold.

sys-report-RAIA

sys-report-RAIA-R

See Help for options for Architect, Owner, etc.

Required for AIA with or without Retainage.

sys-start-sarchvercrdchngelg

Start Archive Record Change Log

This function works in 9.1 - it did not work in 9.0.

Setting Key: DaysToSave

Setting Value: 30

Requires a new scheduled event (process) to trigger function "sarchvercrdchngelg"

sys-start-sprgercrdchngelg

(Purge Record Change Log)

Not Recommended!

Setting Key: MaximumRecordsToDelete

Setting Value: 1

886 / Decrease to retain history.

Setting Key: DaysToSave

Setting Value: 9999

886 / Increase to retain history.

sys-start-ssrvcebllngwrksht

(Start Service Billing Worksheet)

Setting Key: srvcewrksht_orderby
Setting Value: wrkordr.wrkordr_id,jb.jb_id

Orders the service billing worksheet by work order id.

Setting Key:
AllowWorksheetBeforeInvoiceReady

Setting Value: true (default false)

Allows the Billing Worksheet to be run for work order(s) not yet flagged as invoice ready.

sys-viewer-vaccntngprd

(Accounting Period)

Setting Key: OtherToGL
Setting Value: true or false

Set to true if WO Other To GL should be checked on all/most periods; false if it should never be checked. 

The optional interface of WO Other to GL is controlled by a check box in the Accounting Period record. This registry to help manage this field.

Setting Key: UnvoucheredAP  
Setting Value: false

Setting Key: disabledFieldsParent
Setting Value:  accntngprd.enble-unvchrd-ap

Use if Unvouchered AP is NOT used
(most installations).

The Unvouchered AP option has to be set as applicable for each installation to avoid a big mess if the accounting period is incorrectly configured.

Setting Key: UnvoucheredAP  
Setting Value: true

Use if Unvouchered AP IS used.

The Unvouchered AP option has to be set as applicable for each installation to avoid a big mess if the period is incorrectly configured.

sys-viewer-vapjrnl

(AP Journal)

Setting Key: AttachCostsToARInvoiceForWO

Setting Value: always

See Help for sys-viewer-vapjrnl – PWP vendors is a consideration.

Setting Key: PreventMultipleInvoiceNumberUse

Setting Value: true

This option prevents the same Vendor Invoice from being vouchered multiple times.

Setting Key: CreditPOsMustBeReceived

Setting Value: true

Prevents unreceived credit PO lines from being vouchered to prevent hanging, unbilled costs.

sys-viewer-vemplye

(Employee Viewer)

Setting Key: disabledFieldsParent

Setting Value: emplye.annl-stndrd-hrs

If standard hours will never be defined by employee, disable this field to prevent users from entering random values.

The Standard Hours field is used in payroll calculations for salaried workers. When set to zero, system uses the StandardAnnualHours option in sys-ffv-global-settings, or 2080 (if no global registry).

Setting Key: disabledFieldschildPTO

Setting Value: emplyepto.prcnt

If vacation accruals with a 'percent of wages' option is not implemented (most US firms), disable the Prcnt: field on the PTO tab to avoid inadvertent data-entry.

Setting Key: disabledFieldschild
Setting Value: ernngs.pytype: pytype.id

Disable the Earning's tab's Pay Type field if special overtime processing is NOT used.

The Earnings tab's Pay Type fields should only be completed to enable an alternative way of determining overtime or double-time pay (e.g, if  overtime isn't at a 1.5 multiplier.) Disable this field if it is not needed.

sys-viewer-vwrkordr

Work Order Viewer

Last Option also impacts the Quote Master Wizard post to the Work Order

Setting Key: INVExpenseFromCostCategory

Setting Value: true

** required if using Job EOM
* Default Changed - add GL Expense Acct# to Material Cost Categories

Setting Key: AllowEditOfPOGENDescriptions   

Setting Value: false  (Default is true)

Prevents editing WO Other Lines are imported from POs. Recommended if Create EOM Unvouchered AP GL Entries is run.

Disable this option if present:

Setting Key: DeleteJCH
Setting Value: warning

Setting Key: CreatePOforSub

Setting Value: prompt

Setting Key: FFQtyBillZero  

Setting Value: true

Set in the WO's Registry!

Sets Qty Bill to zero on Fixed Fee lines not flagged as Extra when Approval Wizard posts to the WO so they don't appear on detailed invoices.

Setting Key: ShowUnreleasedPOs   

Setting Value: true  (default is false)

Since Unreleased PO's do NOT post to IM History, details will NOT be shown, but a single line with basic PO information will appear.  

Setting Key: ClearJobId 
Setting Value: true

Blanks the Job Id when Service Billing
Compute is launched from the WO.

If more than one job is referenced in the WO, and the user forgets to clear the Job Id field after clicking Print Invoice, only the invoice for the header job is generated.

Setting Key: ProduceQuoteRecapReport   
Setting Value: true

Enable if Quoting is used.

Causes the Quote Approval wizard to auto-launch a report that with instructions for the Tech and a recap of Charges and PO's.

sys-document-archive

Setting Key: UseSubdirectories
Setting Value: true

Archive documents into the appropriate YYYY-MM subfolder

sys-techanywhere

Setting Key: DisregardOldStatus

Setting Value: true (default is false)

Reduces the occurrence of the Status Change Error Alerts.

sys-viewer-vvndr

Vendor Viewer

use if AP AFT/EFT is NOT implements

Setting Key: disabledFieldsParent  

Setting Value:
 vndr.eft-bnk-id-frmttd,vndr.eft-accnt-nmbr

If AP EFT/AFT is NOT implemented, prevents users from inadvertently triggering the EFT functionality!

The EFT Bank Id and EFT Account Number fields on the Defaults tab support Electronic/Automated Funds Transfer. If the AP EFT functionality is NOT implemented, we suggest disabling these fields.

sys-viewer-vprchseordrlst

Purchase Order Registry for TechAnywhere

Setting Key: EditTechAnywherePOs

Setting Value: warning OR error

The TechAnywhere Post sets the Job Quantity Ordered / Received to zero so that the parts do not import to the WO (double up) because TechAnywhere post these to the WO when complete. Changing a TechAnywhere PO may have adverse effects by negating this special post.

sys-start-smtrlrqstnng

Start Material Requisitioning

Setting Key: InitialValueFor~dte-as-of    
Setting Value: ^today^

Setting Key: InitialValueFor~dte-schdld-end    
Setting Value: ^today^

Limit processing to only WO's with the Technician tab Date Scheduled within the date range specified. Registry provides initial values.

sys-email

Setting Key: DefaultEmailSender  

Setting Value: validemailaddress

If a 'From' email address cannot be determined from the User's Contact ( reports) or the Notification Category (Scheduled Events), this email address will be used instead.

sys-viewer-vqte

sys-viewer-vqtemngr

Setting Key: ExportToPMWorkOrder

Setting Value:  ERROR

Allowing Quotes to be billed on PM Work Orders is a bad idea for any number of reasons.

Consolidated Invoice Report

(RCNSLDTDINVCE.rpt) 

2018-04-06

9.0 and up

Supports Consolidated Invoices which combine multiple AR invoices.

Report Commissions by Amount Invoiced  
(RCMMSSNRPT5.rpt)

2018-02-20

Report requires that total received must match total invoiced to prevent qualifying an invoice for commission prior to the complete payment.

Report AP Vendor Payment History (RVNDRPYMNTHSTRY.rpt)

2018-02-15

New report shows the total amount paid by select vendors based on a beginning and ending date range that is specified by the user.

Bank Deposit Journal Report

(RBNKDPST.rpt)

2018-01-09

9.0 and up

New report  prints the Journal Entries and their associated receipts. The report runs by the bank GL Account and a Start/End date based on the Bank Deposit Effective Date.

Report Customer Statement  

(RCUSTSTMNTv80b048.rpt)

2017-11-15

Replaces the Print Zero Balance Statements option with a Print Statements With Balance Over option.

Report W2 Electronic File

RW2EFv72b105.rpt

2018-02-16

7.2 and above

Registry options for Philadelphia & Oklahoma submissions.

Allows successful submission with "Permitted Benefits Under a Qualified Small Employer Health Reimbursement Arrangement" change in 2018.  We don't support processing these fields, but the revised report fills the required fields with zeros so that it can be submitted successfully.

Progress Invoice Template 3
(RINIVNV3.rpt)

2018-05-14

New bitmap override by job registries.
Adds the Site Address to the CANADA header format.

Report AP 1099 (rap1099.rpt)
Also titled Report Vendor 1099

2018-01-09

Supports registry to add State EIN.

Report AP 1099 Electronic Files

RAP1099EF.rpt

2018-01-16

Creates the file that is used to submit 1099's electronically. Requires registries.

Report Lien Waiver Partial RLNWVRPRTL.rpt

2016-03-08
9.1 and up

Report lists Partial Lien Waivers based on the AP Checks which were printed for Lien Waiver

Report Lien Waiver Final RLNWVRFNL.rpt

2016-03-08
9.1 and up

Lists Final Lien Waivers for AP Checks printed for Lien Waiver Vendors. Should be printed when check being sent to the Vendor is last payment for work performed on a specific Job.

AP Sales Tax Summary by State by Group

RAPSLSTXSMMRY-TXHSTRY.rpt

2016-02-16

9.0 and above

New option, Show Authority Names. New Ranges allow filtering by the Sales Tax Group's City and County. The Sales Tax Group name to the right of the Id.

Sales Tax Summary by State by Group

RSLSTXSMMRY-TXHSTRY.rpt

2016-02-16

9.0 and above

New option, Show Authority Names. New Ranges allow filtering by the Sales Tax Group's City and County. The Sales Tax Group name to the right of the Id.

Service Invoice

serviceinvoicev90b028.rpt

2019-01-07

9.1.611.033 +

Supports a registry setting to print the Amount Due of the invoice on the top of the first page in red.

New bitmap override by job registries. Expanded 6000 character WO Equipment Work Performed and Requested.

Report Quote Form (Standard)

RQTEFRMv90b035.rpt

2018-10-11

9.0.572.035

Quote reprints the Scope heading (Option #1 (Continued)) when the Scope spans multiple pages. 
New bitmap override by job registries.
Supports negative tax for negative scopes and quote totals.

Expired Insurance Notice Report

(REXPRDINSRNCE.rpt)

2018-05-08

Revised report  dated  provides for bitmap placement when emailing your Vendors with new Line fields on report range that can be initialized to accommodate the graphic.

Report AP Vendor Payment History (RVNDRPYMNTHSTRY)

2018-02-15

New report shows the total amount paid by select vendors by date range.

Report Payroll Worksheet (RPRWRKSv90b001.rpt)

2018-12-12

Supports Intercompany Security and other refinements as well as a Direct Deposit section.

Report PR 941 Quarterly Summary (RPR941S.rpt)

2016-04-16

Supports SS Rate information stored in only FICA SS table or split between FICA SS & FICA SSER.

Report PR 941 Quarterly Summary (State) (RPR941SSTE.rpt)

New Report!

2018-04-12

Assists the user in completing the Employer’s Quarterly State Tax Return.

Report Payroll Employee Data (RPREMPD.rpt)

2018-12-12

Supports Intercompany Security and other refinements

Report PR Payroll Register (RPRREGR.rpt)

2018-12-12

Supports Intercompany Security and signed total fields.

Report PR Summary (RPRSUMM.rpt)

2018-12-12

Supports Intercompany Security and other refinements.

Report PR Federal Tax (RPRTAXF.rpt)

2018-12-12

Supports Intercompany Security and other refinements.

Report PR Local Tax (RPRTAXL.rpt)

2018-12-12

Supports Intercompany Security and other refinements.

Report PR Other Tax (RPRTAXO.rpt)

2018-12-12

Supports Intercompany Security and other refinements.

Report PR State Tax (RPRTAXS.rpt)

2018-12-12

Supports Intercompany Security and other refinements.

Report PR Workers Compensation Summary (RPRWCIS.rpt)

2018-12-12

Supports Intercompany Security and the addition of a Total Earnings column.

Report PR Union By Employee (RPRUNNE.rpt)

2018-12-13

Supports Intercompany Security and other refinements.

PR Union By Employee 2 (RPRUNNE2.rpt)

2018-12-13

Supports Intercompany Security and other refinements.

Report State Unemployment Electronic File (RSTTEUE.rpt)

2018-12-26

Supports Intercompany Security and other refinements.

Report PR Certified Payroll (RPRCRPR.rpt)

2018-12-13

Supports Intercompany Security and other refinements.

NOTE: If you are running a custom version this report (with the name extension USE, UHC, WHD, DeBella) contact your support rep to see if you need an updated version.

GL Reporting Period

Define GL Reporting Periods for at least the next full year. If a ‘beginning’ period was used to load data, set the Start Date to the beginning of the loading year (not 01-01-1900) before upgrading.

GL Account Type

The GL Account Type's Category field is used by DBAnalytics. Review all  GL Account Types and set the Category field appropriately if needed.

Work Order

Dispatch Board

The system allows multiple lines on the Work Order Technician tab with the same Tech Id and Date but a different Time Scheduled (TechAnywhere 3.0.048.006+).

AP Journal

Main Tab - GL Entity: Sets the GL Entity for manual checks, EFT and CC/DR Card transactions when posting to a Bank Account.  Previously it only assigned an Entity to the AP Control Account and Discounts Earned. Because of this change:

If InterCompany IS enabled, specify Corporate GL Entity for the company.

If InterCompany is NOT enabled, BLANK this field for manual checks, EFT and CC transactions to avoid Bank Reconciliation issues.  

Location Record

The system uses the GL Entity from the WO-INV line's Location record. Setting the GL Entity in the Location record ensures that the Credit GL Entity defaults when items are entered on the WO Inventory tab. This field is required if Intercompany Processing is enabled.

Pay Type

PTO Accrual Exclusion

(primarily for Province of Alberta, CA)

Fields are only applicable if Pay Type=PTO and PTO Accrual Method = Percent. Previously, only vacation wages were excluded from the vacation accrual wage base. The PTO Accrual Exclusions fields were added so the types of wages to exclude could be selected.

Important Upgrade Note: you must flag the applicable boxes in PTO records for these wages to be excluded from the accrual wage base. After upgrading to version 9.1 from 7.3 or before, carefully review your Pay Type records to see if any changes should be made.