Introduction

This file contains release notes for each version of Match-IT. It can be viewed from within Match-IT via the "Release Notes" button on the Help+About... window. The notes here are brief and describe the most significant changes. The complete list of changes can be found by pressing the "History" button on the File+About... window, but please keep in mind that that list refers to implementation phrases.

Last updated

05/11/09 by Dave Nichols.

Version History Index

• 05/11/09 - Version 21.4.0
• 01/05/09 - Version 21.3.12
• 16/12/08 - Version 21.3.11
• 14/08/08 - Version 21.3.10
• 04/02/08 - Version 21.3.9
• 01/10/07 - Version 21.3.8
• 21/06/07 - Version 21.3.7
• 02/04/07 - Version 21.3.6
• 11/12/06 - Version 21.3.5
• 10/10/06 - Version 21.3.4
• 18/05/06 - Version 21.3.3
• 07/03/06 - Version 21.3.2
• 02/12/05 - Version 21.3.1
• 09/08/05 - Version 21.3.0
• 28/04/05 - Version 21.2.8
• 17/01/05 - Version 21.2.7
• 03/11/04 - Version 21.2.5-21.2.6
• 07/08/04 - Version 21.2.4
• 20/07/04 - Version 21.2.3
• 19/05/04 - Version 21.2.2
• 11/03/04 - Version 21.1.46-21.2.1
• 15/12/03 - Version 21.1.29-21.1.45
• 31/07/02 - Version 21.1.21-21.1.28
• 05/03/02 - Version 21.1.20
• 09/02/02 - Version 21.1.19
• 28/01/02 - Version 21.1.18
• 26/01/02 - Version 21.1.17
• 07/01/02 - Version 21.1.16
• 04/01/02 - Version 21.1.15
• 04/01/02 - Version 21.1.14
• 06/11/01 - Version 21.1.13
• 19/10/01 - Version 21.1.12
• 06/09/01 - Version 21.1.11
• 01/09/01 - Version 21.1.10
• 09/08/01 - Version 21.1.9
• 02/07/01 - Version 21.1.8
• 01/07/01 - Version 21.1.7
• 24/05/01 - Version 21.1.6
• 23/05/01 - Version 21.1.5
• 05/05/01 - Version 21.1.4
• 02/04/01 - Version 21.1.3
• 02/03/01 - Version 21.1.2
• 02/02/01 - Version 21.1.1
• 18/12/00 - Version 20.2.22
• 14/12/00 - Version 20.2.21
• 28/11/00 - Version 20.2.20
• 24/11/00 - Version 20.2.19
• 20/11/00 - Version 20.2.18
• 13/11/00 - Version 20.2.17
• 06/11/00 - Version 20.2.16
• 25/10/00 - Version 20.2.15
• 12/10/00 - Version 20.2.14
• 11/10/00 - Version 20.2.13
• 17/08/00 - Version 20.2.12
• 18/07/00 - Version 20.2.11
• 21/06/00 - Version 20.2.10
• 01/06/00 - Version 20.2.9
• 26/05/00 - Version 20.2.8
• 08/05/00 - Version 20.2.7
• 27/04/00 - Version 20.2.6
• 17/04/00 - Version 20.2.5
• 20/03/00 - Version 20.2.4
• 08/03/00 - Version 20.2.3
• 17/01/00 - Version 20.2.2
• 04/01/00 - Version 20.2.1
• 15/12/99 - Version 20.1.3
• 03/12/99 - Version 20.1.2
• 11/11/99 - version 20.1.1
• 19/06/99 - Version 19.1.25
• 11/03/99 - Version 19.1.24
• 30/01/99 - Version 19.1.23
• 20/01/99 - Version 19.1.22
• 02/12/98 - version 19.1.21
• 12/08/98 - Version 19.1.20
• 18/05/98 - Version 19.1.19
• 09/03/98 - Version 19.1.18

Version History Detail

This section highlights the significant changes in version 21.4.0. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

NOTE: To install this release you must be running version 21.3.12, if you are not already running that you must first upgrade to 21.3.12 before you can upgrade to 21.4.0. Version 21.3.12 can be downloaded from the download section of the website.

The major changes in this release are:

• The Lua scripting system has been extended in numerous (small) ways to facilitate being able to use scripts in more situations and to do more things. The tool is getting 'sharper'. One signicant extension is that scripts now have the ability to trap all Match-IT generated errors. Inside a pcall, errors are trapped and reported to the script rather than terminating the script.
• The qualifier system has been extended. The qualifier system allows you to extend the Match-IT databases with your own fields. These fields can now be records and arrays. But more significantly, qualifiers can now be context sensitive. This means the appearance of qualifiers on the qualifier tab of various forms can be controlled by the value of another field in the form (that field is referred to as the 'variant' field). For example, if the variant field of a qualifier is the material class, it means that qualifier will only appear when the material class value is the same as the variant field value for the qualifier. In this example, the effect is that what you see on the qualifier tab of the material record will depend on the class of the material. This allows much more sophisticated use of qualifiers.
• The PPS system (Parametric Product Structures) has been extended to facilitate more aspects of methods to be controlled by qualifiers.
• The capabilities of methods has been extended with the concept of a 'LIKE' process. Adding a LIKE line to a method references a process library element. This allows standard processes, e.g. sub-con plating, that are always the same no matter what method uses it, to be specified in a single place. Editing the process element is then automatically reflected in all the methods that reference it. Great for sub-con's when the supplier changes their price.
• The 'replace anywhere' tool for changing material references in methods has been extended to facilitate swapping between specific materials and material groups.
• A new accounts interface to the Interprise accounts system has been added.
• Support for multiple-monitor setups has been improved. By changing the Keep windows within the frame default, windows are allowed to be placed on any monitor on your desktop and they will stick there between sessions.
• A new re-scheduling option to re-rank demands by start date has been added. The start date of a sales line is initially the date the order was taken (taken not approved), but can be manually altered. Using this option can revert your priorities to 'first-come-first-served'.
• As usual, a set of requested tweaks and twiddles as part of the support program.
  
  
  • [-----] 04/08/09 Add a script interrupt capability [r3565]
  • [-----] 20/08/09 Make LType editors list column aware wrt window positioning [r3617]
  • [-----] 27/08/09 A whole mess of work to facilitate qualifiers as arrays [r3637]
  • [-----] 02/10/09 Add a generic MSSQL CSV dump loader [r3727]
  • [-----] 05/10/09 Add generic legacy data import tools [r3733]
  • [-----] 15/10/09 Add generic method constructor Lua functions [r3767]
  • [ 9876] 07/07/09 Introduce the notion of qualifier sets [r3456]
  • [12979] 17/07/09 Split locked time into 2 types - so can cost it as set or run as approp [r3489]
  • [16889] 09/07/09 Implementation of new search and replace part/tool/do everywhere [r3469]
  • [21600] 14/05/09 Allow dots in qualifier names (so they can be structued from an L&L pov) [r3306]
  • [21600] 14/05/09 Extend PPS to include resource selection [r3305]
  • [21600] 27/07/09 Provide a PPS capability on method notes [r3529]
  • [21600] 30/07/09 Make DR lookup tables a formal concept and (vastly) improve the UI [r3545]
  • [23200] 04/09/09 Create dispatch and invoice lines in same sequence as the sales order [r3666]
  • [23777] 06/08/09 Implement an accounts interface to Interprise [r3571]
  • [24350] 14/05/09 Add amended on/by to VDI/VDS [r3304]
  • [24391] 08/06/09 Add client specific help file [r3380]
  • [24413] 26/05/09 Allow qualifier 'sets' to be referenced like tables in Lua [r3356]
  • [24537] 11/06/09 Trap all M-IT errors in Lua scripts [r3397]
  • [24539] 08/06/09 Add a 'like' process reference capability to methods [r3376]
  • [24661] 02/07/09 Implement a robust LIKE facility [r3435]
  • [24670] 15/06/09 Allow MCS to be deleted even if its got POLs/WODs attached [r3412]
  • [24882] 08/07/09 Cache sales invoice values in stock currency on approval [r3459]
  • [25010] 21/07/09 Introduce notion of a class to resource groups [r3498]
  • [25110] 05/08/09 Implement a scheme to be able to grab CPU bound Lua scripts [r3569]
  • [25398] 12/10/09 Add contrubuting column to scheduled cost breakdown. [r3753]
  • [25463] 17/09/09 Provide better support for multiple monitors [r3700]
  • [25779] 21/10/09 Show gxb:Decsription in check-list what's this help [r3774]
  • [25782] 21/10/09 Add default to control delay between SO entry and approval tickle [r3775]
  • [25793] 26/10/09 Add option to re-rank by start date [r3786]
  • [25879] 03/11/09 Add default to allow approval of returns on WO approval [r3810]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

This section highlights the significant changes in version 21.3.12. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

The major changes in this release are:

• The various PDF documents and help files have been integrated into a unified help system.
• The scheduler stock allocation algorithm has been enhanced so that it will allocate physical stock to low priority jobs due 'now' as long in so doing it does not compromise high priority jobs due 'later'. It will let the physical stock go 'now' provided it can be replaced in time to meet the 'later' demand.
• The concept of a 'requisition' has been introduced. A 'requsition' is a requirement for (extra) kit for an approved job. They are created by editing the kit list. Such requisitions are processed by the planning system like any other demand, causing it to buy/make or allocate appropriate stock. This means shop-floor staff can ask for more material by editing the kit list, and its brought to the attention of the planners in the usual way.
• The works order approval rules have been relaxed such that a works order is allowed to be approved even if its kit has not been ordered yet. Doing so creates a 'requisition' to the planning system. The planning system takes whatever steps are necessary to ensure stock is acquired to meet the requisition demand.
• As usual, a set of requested tweaks and twiddles as part of the support program.
  
  
  • [-3943] 20/03/09 Add ability to override the 'charge for whole batch qty' in the PART of a method [r3144]
  • [-7756] 20/03/09 Add kit issue form to be symmetrical with SFDC [r3142]
  • [-7828] 06/04/09 Allow for returning 0 against an expected return [r3166]
  • [-8389] 18/02/09 Reverse stock allocation strategy [r3034]
  • [-9255] 29/04/09 Complete initial H&M integration [r3224]
  • [-9397] 20/03/09 Show min/max packs on cost tab of mcsUpdate [r3143]
  • [11121] 30/12/08 Get station name from the terminal services session if possible [r2869]
  • [16887] 31/03/09 Allow reserved kit to committed actualisers (initial deposit - not fully tested) [r3159]
  • [21101] 06/01/09 Add option to allow invoices with no value in sdCreateLegacyInvoice [r2892]
  • [21796] 06/04/09 Add consider always certified concept to material [r3167]
  • [21911] 23/12/08 Add RTF facility to notes [r2843]
  • [22494] 23/12/08 Add a slow-moving stock alarm facility [r2847]
  • [22512] 24/12/08 Add analysis cols to value summary [r2859]
  • [22515] 05/01/09 Add ability to use SFDC on WO's with MO's [r2881]
  • [22531] 29/04/09 Revert to simple arrive/last-move dates in value summary [r3223]
  • [22652] 05/01/09 Add issue-some button to msShowStock:Detail [r2882]
  • [22654] 19/03/09 Provide an option to commit kit on approve rather than 'do' it [r3141]
  • [22655] 19/03/09 Add a warning if a supplier part number is duplicated [r3140]
  • [22674] 23/03/09 Only consider real usage moves in the context of non and slow moving stock [r3145]
  • [22709] 30/03/09 Fix WO valuation WRT costs for WOs with more than one book in to same batch [r3154]
  • [22731] 28/01/09 More cost breakdown stuff [r2972]
  • [22843] 19/12/08 Allow manual obsoletion of materials with stock [r2825]
  • [22844] 19/12/08 Add obsolete filter to stock valuation [r2823]
  • [22914] 09/01/09 new writeoff system [r2906]
  • [22936] 19/12/08 Allow inspeciton locations to be edited after stock allocation [r2827]
  • [23255] 06/02/09 Implement an easier UI for setting unit conversion expressions [r3008]
  • [23262] 04/02/09 Add percentages line to cost breakdown [r2996]
  • [23274] 05/02/09 Add euro and dollar currencies as standard [r3002]
  • [23281] 05/02/09 Allow for abstractions in re-size methods [r3000]
  • [23320] 11/02/09 Allow for re-size spec size abstraction [r3012]
  • [23323] 03/03/09 Add order field to grouping and filtering in PO and PO WIP value summaries [r3077]
  • [23328] 11/02/09 Allow for time-zones when sync with server clock [r3014]
  • [23408] 17/02/09 Add 'Approved By' column to polDeliverySchedule [r3028]
  • [23436] 26/02/09 Make RTF fields more backwards compatible with plain text [r3066]
  • [23471] 27/02/09 Show last trading date in cshView [r3071]
  • [23652] 18/03/09 Make paper driver and project type indepedant [r3127]
  • [23958] 08/04/09 Add concept of adjustment invoice and credit-note lines [r3174]
  • [24150] 27/04/09 [24151][24152]Force buy/make, clear PO tickes, add MCH notes for us [r3217]
  • [24172] 24/04/09 Add force cost-recalc option to mchView:PriceList and add lead-time feedback [r3214]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

This section highlights the significant changes in version 21.3.11. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

The major changes in this release are:

• The major feature addition to this release is GUILE - Graphical User Interface Lua Extension. This allows Lua scripts to define and interact with sophisticated user interfaces. Lua scripts can now create interactive user interfaces using the same widgets as the main system. See the GUILE manual in the help index for details.
• As usual, a set of requested tweaks and twiddles as part of the support program.
  
  
  • [-----] 12/11/08 Keep backups of schedule log [r2688]
  • [-----] 21/11/08 Tolerate undefined resource costs during a schedule [r2716]
  • [-----] 03/12/08 Add print facility to wohView:Up PartQuantities list [r2756]
  • [13622] 05/09/08 Feedback resource groups when pick SFDC resources [r2467]
  • [15140] 25/08/08 Add ability to specify a logging time [r2427]
  • [17181] 05/12/08 Make mcb:Notes 8K not 2K [r2769]
  • [17338] 08/12/08 Remove reject rate effects when set woa:PerLabelQty [r2772]
  • [17946] 04/09/08 Allow SFDC end logs without a start [r2451]
  • [18299] 04/09/08 Fix min-usable length costing issue [r2446]
  • [18979] 28/10/08 Show kit lists in method rank order and sort out kit list help and status columns etc [r2621]
  • [20617] 04/09/08 Rearrange invoice line UI [r2442]
  • [21580] 19/08/08 dont allow delete of cancelled so line [r2409]
  • [21598] 18/08/08 Fix actual cost breakdown [r2403]
  • [21600] 28/10/08 Add GUILE manual [r2623]
  • [21601] 15/08/08 Fix asLogoutRequested [r2395]
  • [21629] 19/08/08 Fix mcbView:Up resettting quantity on 'save' [r2417]
  • [21631] 19/08/08 Fix install.wse file paths! [r2414]
  • [21644] 21/08/08 Fix actual costs in invented (etc) batches [r2420]
  • [21646] 26/08/08 Extend and improve dispatch performance browse [r2429]
  • [21650] 22/08/08 Fix actual costs when multiple bookins to same batch [r2422]
  • [21656] 22/08/08 Fix actual costs when multiple bookins to same return [r2424]
  • [21674] 02/09/08 Fix merging [r2434]
  • [21711] 03/09/08 Don't show suffix in batches #'s in WO paperwork [r2439]
  • [21738] 03/09/08 extend options for interiting act form est [r2437]
  • [21739] 04/09/08 Add print facility to contracts [r2454]
  • [21754] 12/09/08 First implementation of new actual cost definition [r2493]
  • [21762] 05/09/08 Provide a facility to define a dynamic mail body in L&L [r2456]
  • [21765] 04/09/08 Show prices even when costs are volatile [r2447]
  • [21767] 05/09/08 Allow quote/contcat to change in sales line [r2460]
  • [21772] 08/09/08 Purge un-approved DNotes that have exceeded their pending time limit [r2469]
  • [21776] 08/09/08 Provide a means to auto populate customer when take a new order or contract [r2475]
  • [21827] 25/09/08 Fix estimated costing when using last buy price [r2527]
  • [21840] 24/09/08 Dont truncate WIP values - let them to nagative [r2517]
  • [21848] 12/09/08 Fix show announcement system [r2494]
  • [21917] 30/09/08 Fix merging via fixing po primitives that update committed batch quantities [r2540]
  • [21929] 22/09/08 Make bar-code command menu more robust, esp when using 'OK' on a gxMessage [r2513]
  • [21938] 24/09/08 Provide a means to find a selected file in gxEditPathNam [r2518]
  • [21942] 23/09/08 Make WO cost so far work [r2516]
  • [21956] 07/11/08 Make stalled station flushing less sensitive to delayed heart-beat updates [r2674]
  • [21973] 24/09/08 Commit to new actual cost stuff [r2521]
  • [21978] 07/11/08 Add customer name to wth [r2677]
  • [21979] 24/09/08 Show home location for IsLeaf WTA records not the step location [r2522]
  • [21991] 25/09/08 Maintain image aspect ratio in nmEditImage [r2525]
  • [21995] 30/09/08 Allow evaluated quantities on DO method items [r2542]
  • [22006] 29/09/08 Add tender line browse and more repeat tender buttons [r2534]
  • [22042] 01/10/08 dont show book in moves by default in any issues tabs [r2548]
  • [22066] 01/10/08 update actual costs after rreserving [r2551]
  • [22071] 01/10/08 fix setting a po line as fully invoiced [r2554]
  • [22080] 15/10/08 Show first WIP WO for same material in WO schedule [r2587]
  • [22083] 02/10/08 Fix customer buys and sells browses when showing in stock qtys [r2560]
  • [22094] 29/10/08 Add So number to invoice schedule tabs and add last dnote num column [r2639]
  • [22107] 10/10/08 Detect schedule convergence better (?) [r2580]
  • [22154] 09/10/08 Add evidence of last option used in rescheduler [r2572]
  • [22158] 09/10/08 Make recosting patch more robust [r2576]
  • [22224] 20/10/08 Fix constant costing going into and out of a sales line [r2599]
  • [22299] 30/10/08 Drop DeltaCopy in favour of rsync.net Backup Agent [r2647]
  • [22349] 31/10/08 Add LuaSQL to the install set [r2652]
  • [22368] 04/11/08 Fix cost breakdown in subcon context [r2656]
  • [22375] 04/11/08 Use historical conversions/variables for po actual cost [r2658]
  • [22395] 12/11/08 Improve WO actual costing WRT cached values and historic conversion rates etc [r2686]
  • [22396] 04/11/08 Fix using historical conversions [r2660]
  • [22418] 10/11/08 improve cost breakdown and fix some bugs [r2678]
  • [22428] 03/12/08 Make 'DO' steps appear after their invoking parent in WO paperwork [r2757]
  • [22462] 13/11/08 Allow sign off of a WO even if nothing booked in [r2689]
  • [22476] 17/11/08 Make multiple splitting PO lines easier [r2698]
  • [22478] 21/11/08 Allow for resources disappearing in RR [r2724]
  • [22489] 17/11/08 Fix side-effect detection on PO lines [r2699]
  • [22491] 17/11/08 Add pessimistic time logging option to SFDC [r2700]
  • [22492] 21/11/08 Give hint on how to view the batch from msjView:Up [r2719]
  • [22493] 13/11/08 Warn if not transferring same total of stock for same material types [r2692]
  • [22495] 13/11/08 Allow writeoffs up to the create qty [r2690]
  • [22496] 13/11/08 Filter consumables and writeoffs from slow moving browse [r2691]
  • [22497] 17/11/08 UI cosmetics [r2701]
  • [22500] 13/11/08 add ptg:SupplierNOtes and populate form polExternalNotes [r2694]
  • [22511] 24/11/08 Fix PO WIP report [r2729]
  • [22513] 18/11/08 Add 'Issue Some' button to outputs tab in msiView:Owner [r2707]
  • [22514] 19/11/08 Provide tools to assist in finding undefined resuorce costs [r2711]
  • [22514] 21/11/08 Bug fixes to cost breakdown [r2721]
  • [22526] 19/11/08 Ignore reserved when integrating pending back-flush kit [r2710]
  • [22528] 15/12/08 Provide more information for CofC's (via the STK) [r2792]
  • [22530] 17/11/08 Increase size of sdd:OtherDNoteRef from 32 to 256 chars [r2702]
  • [22531] 19/11/08 Add arrive date and last move date to stock valuation report [r2709]
  • [22532] 18/11/08 Add total dispatch price to dispatch line paper [r2708]
  • [22569] 21/11/08 Re-jig auto scheduler such that it does not stop on error [r2717]
  • [22611] 03/12/08 More actual cost tweaks [r2754]
  • [22656] 27/11/08 Add win prob column to enhQuote [r2740]
  • [22668] 27/11/08 Don't set undefined price for FI POLs [r2733]
  • [22669] 12/12/08 Add facility to 'lock' a material [r2790]
  • [22670] 28/11/08 Add facility to print all XP browses \o/ [r2745]
  • [22675] 27/11/08 Add demand and todo qty columns to WO WIP report [r2739]
  • [22676] 27/11/08 Don't ignore undefined WIP values in WO's except in the total [r2737]
  • [22751] 04/12/08 Make default invoice paper conform to HMRC rules [r2759]
  • [22837] 16/12/08 Extend VAT ref number from 16 to 32 chars [r2794]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

This section highlights the significant changes in version 21.3.10. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

The major changes in this release are:

• A field hiding mechansism has been provided that allows you to hide fields on forms that are not relevant to your operation. This is useful to de-clutter forms. Its usage is described in the updated User Manual available from the help menu.
• The SFDC system has been extended to allow the issue and return of kit to works orders as well as logging progress. Its usage is described in the new SFDC manual available from the help menu.
• Two new manuals have been added to the help system: Method Editor and SFDC Manuals. The Method Editor manual describes how to use most of the features available to methods and gives examples of usage. The SFDC manual describes in detail how to use the bar-coding system, including the new kit issue and return facilities.
• A direct link has been provided from the main desktop menu to the remote assistance system (ISL light). This will be more convienent than having to go to our website and follow its menus. The target of the link is defined by a new default in the ZX module: Remote Assist URL
• A facility has been added to methods to allow bars to be re-sized before use. This is useful for those contexts where bars as supplied are too long for your bar feeders. The usage is described in the new Method Editor manual.
• A facility has been added to methods that allows the time for a secondary resource to be defined in terms of the time for the primary resource. For example, you can specify that the cycle time required of an operator is 10% of that of the machine.
• A facility has been added to methods to force the parts of a step to not be started before the start of the step. Usually parts are co-ordinated to be ready (i.e. finished) at the start of the step. This is useful if you have parts that are to be made that are dependent on a process of some preceding step. E.g. step 1 makes a jig that is used in the manufacture of the parts required for step 2. Usage is described in the new Method Editor manual.
• The actual cost breakdown of batches has been completely re-worked to provide a more intuitive view of how the cost of a batch is made up.
• A tool has been provided to calculate the unit weight of materials from its size and what its made off. A database of common densities is also provided. The installed database contains most of the metals typically in use but can be extended as necessary, for plastics for example. The tool is accessed from the Usage tab on the material Set size/profile form.
• The concept of a 'back-flush' works order has been introduced. A 'back-flush' order is allocated kit and time as products are booked-in rather than the usual mechanism of allocating as the order is approved. This is intended to be used in those situations where you want an open order on the shop floor to book-in against as the need arises. Kit can either be allocated on book-in or as required using the new SFDC kit issueing facilities. To issue a 'back-flush' order, a normal order is converted to a 'back-flush' one and then approved.
• To simplify the common case of wanting to hide cost/price information from certain users, a new default has been added to hide all money values, its Hide all money values in the UM module. When this is set, ALL money values are shown as '****'.
• The field security system has been extended to cover all controls on forms and all buttons on browses. Previously only data entry fields where covered. Just right-click on a control and select the Set field/button access menu item to access it.
• As usual, a set of requested tweaks and twiddles as part of the support program.
  
  
  • [-----] 13/02/08 Add menu for easy access to SI/DN merging defaults [r1813]
  • [-----] 25/02/08 Use a TEXT control in gxMessage, not STRINGs (so can copy-and-paste error messages) [r1869]
  • [-----] 03/03/08 Allow mouse click on column title to set a key change tab [r1933]
  • [-----] 04/03/08 Provide a mechanism to indicate the presence of hidden fields [r1940]
  • [-----] 05/03/08 Add a free-issue assembly type to the method editor [r1950]
  • [-----] 05/03/08 Add option to create an OUTPUT when drop an MCH into a method [r1951]
  • [-----] 04/04/08 Add a link to the method editor manual from the mcbView help page [r2044]
  • [-----] 04/04/08 Translate ENTER to TAB on forms [r2040]
  • [-----] 16/04/08 Auto verify local recovery if the agent or SFDC [r2081]
  • [-----] 03/06/08 Allow SFDC to book product against a WO even when not expecting any (i.e. no committed batch available) [r2181]
  • [-----] 24/07/08 Add access to ISL light client from desktop help menu [r2335]
  • [--560] 21/05/08 Add consignment stock (sells) tracking [r2166]
  • [-2673] 13/03/08 Add a mechanism to pre-size bars/sheets [r1975]
  • [-3655] 26/03/08 Provide a method editor manual [r2008]
  • [-3808] 30/05/08 SFDC - add ability to issue/return kit to a WO [r2174]
  • [12571] 29/07/08 Add 'as above' resource time options [r2343]
  • [18547] 28/03/08 Add cost breakdown tab to batch detail and extend primitives to handle it [r2015]
  • [19406] 15/02/08 Provide a weight calculation tool [r1827]
  • [19427] 27/03/08 Allow the same resource to be used as alternatives in the same step [r2010]
  • [19428] 04/04/08 Implement approval process for a back-flush order [r2047]
  • [19475] 18/02/08 Treat cycles extra as ONE of something [r1832]
  • [19531] 25/02/08 Add repeat tender tool to entView [r1866]
  • [20280] 25/04/08 Allow adjust out/in of consumables [r2120]
  • [20301] 24/04/08 Extend auto-obsoletion scheme to include non-stocked parts [r2110]
  • [20301] 25/04/08 Add UM default to hide money values [r2117]
  • [20301] 25/04/08 Add option to dispatch valuation to only value outstanding dispatches that are ready [r2118]
  • [20301] 25/04/08 Add option to force time entry during progress logging [r2119]
  • [20372] 23/04/08 Add an infinite capacity global option to scheduler [r2105]
  • [20564] 05/06/08 SFDC manual and associated UI cosmetics [r2188]
  • [20576] 14/05/08 Allow read-only users to use the locator [r2152]
  • [20773] 03/06/08 Add a IIP bigger than DIP bility and some other tweaks to PO value summary [r2183]
  • [20998] 21/06/08 Maintain aspect ratio of images as window is resized in nmShowImage [r2227]
  • [20999] 02/07/08 Add 'DO' mechanism to force serialisation of part acquisition [r2268]
  • [21250] 17/07/08 Extend msiview generic to shows excessive value variation and allow filter on it [r2305]
  • [21400] 01/08/08 Extend field security scheme to all controls not just LTypes [r2349]
  • [21562] 12/08/08 Don't allow LI SOs to be un-approved once stock committed [r2378]
  • [21572] 13/08/08 Provide option to not clone issue records when clone a material [r2383]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

This section highlights the significant changes in version 21.3.9. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

The major changes in this release are:

• Nearly all browses now have the ability to be alphabetically sorted on any column. This requires that all records are loaded, then sorted before being displayed. So its not advisable to do it on very large lists (like you entire materials catalogue).
• All browse prints now use the List & Label report engine and not the Clarion one, so results should be more consistent and controllable.
• The concept of a read-only user has been introduced. Read-only users do not consume user licences. They cannot change anything, they can only 'look'. What they are allowed to see is controlled using the normal security scheme.
• A secure remote backup facility has been introduced. This is available to all on the support scheme and allows you to backup critical data (like the Match-IT databases) to a remote store across the internet. The mechanism is fast and secure.
• The concept of a default-set has been introduced. This is most useful in the context of configuring new customers. Setup a default set for say, German, customers, then every time you add a 'German' customer just attach the German default set to it. This is done via the Apply This Set default.
• As usual, a set of requested tweaks and twiddles as part of the support program.

• [-----] 10/10/07 Add access to booking in wo returns from the simple menu [r1360]
• [-----] 10/10/07 use residual value for stock/move valuations [r1354]
• [-----] 25/10/07 Use 'Various' not 'Goods Supplied' as description text in SageL50 [r1425]
• [-----] 26/10/07 Re-instate VScroll on browses so mouse wheel works in CW6 [r1437]
• [-----] 19/11/07 Add a default for the email body text used by L&L [r1553]
• [-----] 30/11/07 Revert to MS Sans Serif as default font ('cos Arial doesn't display properly at 9pt) [r1597]
• [-----] 06/12/07 Add DLLimport Lua library (allows calling *any* function exported from *any* DLL) [r1626]
• [-----] 13/12/07 Add a column sort capability to browses [r1652]
• [-----] 23/01/08 Deposit final generic L&L browse print projects (require L&L v13) [r1743]
• [-----] 23/01/08 Implement L&L 13 concept of 'free content' in tables [r1742]
• [-----] 23/01/08 Integrate L&L v13 [r1739]
• [-----] 24/01/08 Re-implement olHTMLPOrder in L&L [r1746]
• [16853] 30/11/07 Provide 'nearly-ready' stock feedback [r1602]
• [16888] 07/12/07 Allow for compulsory inspections on steps when log step failures [r1631]
• [17042] 04/12/07 Add concept of a read-only user that does not consume a licence [r1613]
• [17873] 09/10/07 Add a move value summary [r1345]
• [17991] 12/11/07 Add a (terse) guide to setting up remote backup [r1521]
• [17991] 12/11/07 Provide a remote backup configuration helper wizard [r1520]
• [18065] 15/10/07 Add fully dispatched column to sales value summary [r1377]
• [18132] 17/10/07 Provide a mechanism to create a new inspection record when rejecting to supplier [r1399]
• [18230] 09/11/07 Provide a 'cycles extra' facility that is material based (as well as the part based one) [r1512]
• [18357] 05/11/07 Add safe backup option to upgrade process [r1466]
• [18544] 27/11/07 Add options to ignore PART and RESOURCE records in methods [r1579]
• [18591] 20/11/07 Add default to turn off bad qty format normalisation [r1558]
• [18733] 03/12/07 Provide a 'default set' facility [r1606]
• [18820] 11/12/07 Provide a mechanism to note that a pro-forma invoice has been paid [r1647]
• [18899] 25/01/08 Add facility to create a single tender with all buy lines from a schedule [r1755]
• [18955] 21/01/08 Send -ve amounts for credit notes to OpenAccounts [r1725]
• [18956] 25/01/08 Propagate CSH qualifiers to ETH, PTH, STH, STC, STD, STN [r1753]
• [19199] 01/02/08 Add option to force nominal code entry on POLs [r1770]
• [19231] 25/01/08 Add a tool to find references to missing records [r1752]
• [19251] 31/01/08 Allow for duplicate names when obsolete a material [r1764]
• [19355] 04/02/08 Ignore obsoleted MCS and MCK records when scanning for parts [r1779]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

This section highlights the significant changes in version 21.3.8. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

The changes in this release fall into two categories:

• The usual tweaks and twiddles
• Internal changes to facilitate use under Windows Vista

The bulk of the changes are internal and to do with Windows Vista compatibility. The main changes here are:

• Upgrading to the latest List & Label version (now at version 12)
• Switching to HTML help
• Providing a 'manifest' to enable windows Themes to be used
• Digitally code signing all executables
• Upgrading to the newer Clarion 6 platform

The latter has proved very problematic (we've been putting it off for 4 years!) and required some compromises. Unfortunately, one compromise was to turn off the vertical scroll bars on many of the browses. Leaving them on could result in random crashes from the Clarion 6 library, we have no control over this so the only reliable resolution was to turn off the scroll bars. However, you can achieve the same vertical scrolling effect using the 'vcr' buttons (the small buttons in the bottom left corner of browses).

• [-----] 17/07/07 Provide a 'to-file' print option via the print Q (and fix 'already printing' error) [r1029]
• [-----] 17/07/07 Turn off vertical scroll bars (and related UI stuff) [r1024]
• [-----] 24/07/07 Introduce the ability to define and edit an L&L 'template' [r1049]
• [-----] 27/07/07 Use a .manifest in CW6 builds [r1063]
• [-----] 31/07/07 Add a TXT format option to printing [r1075]
• [-----] 03/08/07 Add code signing to WISE scripts [r1124]
• [-----] 09/08/07 Provide a tool to assist in installing new papers [r1147]
• [-----] 23/08/07 Provide facility to auto set quote prices/dates via the scheduler [r1188]
• [-----] 25/09/07 Add file access right checking to Lua scripts [r1271]
• [-----] 27/09/07 Provide defaults to give more control over the auto-backup and checking process [r1288]
• [12821] 19/09/07 Force other sessions to log-out when apply a licence [r1261]
• [12821] 19/09/07 re-arrange auto backup to allow 'hot' backups [r1263]
• [12821] 20/09/07 Change house-keeping functions to allow for M-IT running 24/7 [r1265]
• [12821] 24/09/07 Implement a watch-dog system for the service and the agent and allow the agent to run 24/7 [r1269]
• [16836] 17/09/07 Provide a threading facility in Lua [r1252]
• [17005] 29/06/07 Add a preview only option to opConfirm [r897]
• [17053] 03/07/07 Commit to L&L v12 [r916]
• [17080] 30/08/07 Complete switch to HTML Help [r1200]
• [17106] 11/07/07 Provide an 'n-up' facility for part quantities [r992]
• [17186] 13/07/07 Provide a means of applying a global PART reject rate for a material [r1010]
• [17221] 18/09/07 Always issue whole items from a container [r1255]
• [17644] 13/09/07 Provide a means of over-allocating a PART by fixed quantity [r1249]
• [17737] 12/09/07 Provide an auto obsoletion facility [r1247]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

21/06/07 - Version 21.3.7

This section highlights the significant changes in version 21.3.7. The numbers in square brackets [#####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [-----] 04/04/07 Allow for up to 16 qualifiers on the qualifiers tab (up from 9) [r570]
• [-----] 18/04/07 add repeat contract and quote to contract facilities - tidy repeat stuff in general [r594]
• [-----] 24/04/07 Add a crude example web script to access customer order status on-line [r608]
• [-----] 16/05/07 Don't consider last buy price when got free issue material [r646]
• [--661] 20/06/07 Provide facility to selectively inhibit long name formats [r714]
• [--732] 18/05/07 Provide system to automate emailing documents [r652]
• [--732] 21/05/07 Make preview system better [r654]
• [-7753] 23/05/07 Make include steps/assemblies sticky in mchView and mcEditMaterial:Generic [r658]
• [-8390] 08/06/07 Provide a process scheduling facility [r689]
• [-8724] 20/06/07 Add a faciity to make setup and cycle ops be done by the same resource [r711]
• [11065] 23/05/07 Provide facility to raise an attention notice when recieving goods [r657]
• [13110] 31/05/07 Add on proforma PO default and approved PO message [r675]
• [14173] 13/06/07 Show old step name if changed when formatting the WOA [r698]
• [15610] 03/04/07 Add ProductPartNum/Name to Goods in label fields [r567]
• [15739] 24/05/07 Provide facilities for creating non-CSV text files in an accounts interface [r663]
• [15739] 31/05/07 Add PI and cus/sup export to OpenAccounts interface [r674]
• [15741] 11/06/07 Provide an option to ignore supplier lead times when re-scheduling [r692]
• [16001] 04/04/07 [15925]Fix their part selection not being sticky in sales and enquiry lines [r572]
• [16042] 05/04/07 Round discount/margin to the normal picture not the net picture [r579]
• [16042] 05/04/07 Round result of umApplyDiscount and umApplyMargin to the currency net picture [r578]
• [16047] 04/04/07 Allow for MCK qty fields being non-compatible with the associated MCH [r576]
• [16094] 12/04/07 Fix window open/close issues when not allowing event hooking and not iconising with child [r581]
• [16126] 08/06/07 Implement an algorithm to be intelligemt in the presence of multiple pack sizes (dsiabled) [r690]
• [16126] 11/06/07 Implement a merging scheme that can cope with multiple supplier pack sizes [r693]
• [16129] 20/04/07 Allow for multiple installations in a single server [r598]
• [16240] 24/04/07 Allow for site# being in the [Match-IT] section during installation [r605]
• [16254] 24/04/07 Provide facility to revert to live data if training data gets damaged [r609]
• [16274] 27/04/07 Tweak tendering hints in enhQuote:enqUp [r615]
• [16302] 01/05/07 Provide option to show only completable lines in sddSchedule [r624]
• [16302] 01/05/07 Provide services filter in csSupplierHistory [r621]
• [16302] 01/05/07 Tweak 'whats this' help on mchView:Up price tab [r620]
• [16303] 30/04/07 Make sales dispatch tickle follow the planned date when the delivery date is ASAP [r619]
• [16305] 21/05/07 Provide short-cut to previewing multiple documents [r656]
• [16366] 17/05/07 Fix moves showing in kit list on screen [r649]
• [16375] 11/05/07 Propagate customer works notes from the sales line to the associated purchase lines and invoices [r635]
• [16375] 11/05/07 Provide a tool to assist in the booking-in of multiple outputs from a purchase line [r636]
• [16375] 14/05/07 Provide option to force entry of customer works notes on an enquiry or sales order line [r640]
• [16376] 02/05/07 Fix side-effect PO book-in qty calculation [r627]
• [16398] 09/05/07 Allow a manual existing installation selection during upgrade install [r633]
• [16444] 14/05/07 Run check-lists in their own thread (controlled by jsReviewTicklesInOwnThread) [r639]
• [16447] 21/05/07 Fix PO value summary TBD/TBI cols when delivered/ionvoiced short. [r653]
• [16464] 29/05/07 Fix msCacheReset [r664]
• [16474] 08/06/07 Fix price breaks when buying [r687]
• [16500] 17/05/07 Fix problem with return creation UI [r650]
• [16610] 24/05/07 Add a very simple TAS Books accounts interface [r660]
• [16610] 31/05/07 Correct typo and allow for badly formed nominal codes in TAS.lua [r669]
• [16619] 31/05/07 Add ptl:TheirPartPacks [r668]
• [16631] 01/06/07 Provide auto schedule option to find and mark dead batches [r677]
• [16668] 31/05/07 Allow for long dataset names in the install script [r676]
• [16669] 06/06/07 Fix sub-con locators [r684]
• [16670] 31/05/07 Add STK to dispatch note paper driver [r667]
• [16680] 30/05/07 Re-word CofCtype 'use default' option [r665]
• [16681] 30/05/07 Fix caching problem (not being cleared!!) [r666]
• [16696] 05/06/07 Fix actual costs for bought items with rejects that are not full invoiced yet [r679]
• [16706] 01/06/07 Do a disk space check on start-up [r678]
• [16723] 06/06/07 Don't plan to make/buy when already met accept qty [r685]
• [16737] 05/06/07 Add OurPartName to customer sales line history [r682]
• [16802] 12/06/07 Provide option to no create a log file during auto-reschedule [r694]
• [16803] 14/06/07 add shareable flag to rstView [r699]
• [16810] 13/06/07 Fix schedule reservation [r696]
• [16849] 15/06/07 Provide option to show free stock in mckView [r701]
• [16868] 18/06/07 Fix rsGetDayInstances problem that could overstate capacity when multiple special weels for a resource day [r709]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/04/07 - Version 21.3.6

This section highlights the significant changes in version 21.3.6. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [-----] 08/12/06 Provide a means to limit the number of candidates during a stock-take [ms][hl][sys]
• [-----] 29/12/06 Allow search string in search within column to be blank [zs]
• [14788] 09/01/07 [14788]Add profit feedback to customer history browse [en][cs][so]
• [-----] 09/02/07 Squawk loudly if detect multiple M-IT installations during install [issue]
• [-----] 07/03/07 Allow for descenders in fonts in L&L when calc'ing line hieghts [ol]
• [-----] 14/03/07 Provide option to not auto collapse assemblies in the method editor [mc]
• [-----] 20/03/07 Implement the concept of 'virtual' outputs from methods [sd][ol][mc][template][xp][wo]
• [-----] 21/03/07 Don't allow a default to be 'reset to initial' if user is not allowed to change it [vd]
• [--932] 05/01/07 [932]Simplify sales line window layout [so]
• [-6133] 02/01/07 [6133]Dont filter batches due to expire when the expired checkbox is ticked [ms]
• [-6207] 03/01/07 [6207]Add a wodge of fields to cscView (all contacts) [cs]
• [-9283] 19/02/07 [9283]Provide a formal training data set that is easy to setup [tr][zt][zb][zv][zx][zd][zu][zf][plan][vd][zs][docs][as][issue][hl][sys]
• [10533] 19/12/06 [10533]Provide more search within column facilities [zs]
• [10671] 21/12/06 [10671][9903]Provide more dispatch schedule filtering options [sd][zs][template][hl][issue][sys]
• [13159] 20/12/06 [13159]Extend the ShowOnTab qualifier option so that if can be qualified with a but-only-when-attached option. In this way only default qualifies common to all object instances (parts say) need be shown on the qualifier tab. [qa]
• [13363] 29/12/06 [13363]Provide means to show net delivered and invoiced qtys/values for POs in a period [ms][po]
• [14326] 07/02/07 [14326]Add/integrate a default to ignore actual times when calculating WO costs [wo]
• [14449] 14/12/06 [14449]Provide a facility to manually add sub-con steps to a WO [kd][mc][xp][po][wo]
• [14632] 22/01/07 [14632]Add free stock column to batch selector browse [ms]
• [14788] 10/01/07 [14788]Provide profit feedback in various places [en][cs][so]
• [14851] 14/12/06 [14851]add price list to part num window and redesign price tab [mc]
• [14935] 16/01/07 [14935]Give indication of grouping when not showing totals in the WO hours summary report [wo]
• [14989] 08/01/07 [14989]Update enquiry line window to match new sales line window [en]
• [15070] 18/01/07 [15070]Enhance sales performance analysis tool [fr]
• [15087] 15/01/07 [15087]Provide a means to value free stock on shelf [ms]
• [15158] 24/01/07 [15185]Stop costed qty creep when product has a reject rate (for example) [dict][mc]
• [15552] 20/02/07 [15552]Add no-stock option to stock take tool [ms][gx]
• [15578] 21/02/07 [15578]Show total VAT on header part of popReceive:Up [po]
• [15616] 27/02/07 Enable drag and drop from WO browses to sub-contract/purchase order [po][wo]
• [15675] 19/03/07 [15675]Add PO line split and merge facilities [po]
• [15677] 02/03/07 [15677]Auto lock demands when edit them via xpReschedule:Exit [template][xp]
• [15686] 05/03/07 [15686]Add option to not show planned WO's with incomplete kit in rsuView [rs]
• [15688] 05/03/07 [15688]Add read-only database access default security group [as][configs][hl]
• [15694] 07/03/07 [15694]Provide option to use 1d/1d mapping when get 0d/1d in the tesselator [xp]
• [15695] 09/03/07 [15695]Add option to filter zero value non-moving stock [ms]
• [15697] 08/03/07 Be more accurate about setup/cycle actuals in the WO hours summary browse [wo]
• [15737] 19/03/07 [15737]Don't count stock codes with no stock towards the limit when not including batches with no stock [ms]
• [15752] 12/03/07 [15752]Don't blatt existing part#'s if no new part num spec under [.#.] [mc]
• [15796] 14/03/07 [15796]Consider virtual materials in smallest size first order when allocating stock [mc][xp]
• [15920] 23/03/07 [15920]Provide a mechanism to track precious metal price in a bought part [en][dict][mc]
• [15973] 28/03/07 [15973]Provide feedback of stock in goods-in when logging deleveries and invoices [po]
• [15973] 28/03/07 [15973]Don't auto add carriage to service or free-issue PO's [po]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

11/12/06 - Version 21.3.5

This section highlights the significant changes in version 21.3.5. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [12739] 04/12/06 Provide a means of using the last buy price when a bought part has an undefined price or no suppliers [mc][xp][dict][po]
• [13620] 30/11/06 Provide a means of generating a work to list for a resource group [rs]
• [13707] 07/12/06 [13707]Provide estimated profit feedback for orders and quotes [en][so]
• [13709] 30/11/06 Provide a way to say something is done 'n-up' in a method [mc][xp][dict][wo]
• [13710] 07/12/06 Show images in cshView:Buys/Supplies [cs]
• [14404] 10/11/06 Add TheirPartNum column to sddSchedule [sd]
• [14404] 13/11/06 Show dispatch dates in the STL, show owner their part# in PTL and WTH [ms][dict][so][mc][po][cs][wo]
• [14495] 27/11/06 Merge stock take by batch and by location facilities [zt][bm][zv][mc][configs][po][js][ms][zd][template][dict][gx]
• [14531] 27/11/06 Auto hook-up browse specific layouts [op][template][zs]
• [14533] 29/11/06 Provide a stock take browse specific L&L layout [ol][op]
• [14533] 29/11/06 Rename existing browse specific layouts for auto pick-up convention [ol]
• [14537] 06/12/06 add optional pro-forma order warning when approving WO/PO [dr][sd][so][wo][ms][po][sys]
• [14558] 20/11/06 add default to allow old contact semantics [cs]
• [14560] 22/11/06 fix trinclude problem [po]
• [14629] 28/11/06 be more flexible with dims when booking in [ms]
• [14659] 07/12/06 [14659]Add options to show native currencies in some PO invoice contexts [po]
• [14669] 28/11/06 fix unbookin delivery [po]
• [14682] 07/12/06 Use poSyncOrder not DIY when inspect a delivery [po]
• [14701] 30/11/06 fix non-watched rec error when doing a sup return [po]
• [14715] 05/12/06 fix dispatches to raised but unapproved dispatches going AWOL [xp]
• [14716] 01/12/06 dont show ASU sources in failed schedule log [xp]
• [14720] 05/12/06 fix acc export when there is a settlement discount L50 [cs]
• [14777] 07/12/06 Fix description field not being displayed in mchView [mc]
• [14779] 07/12/06 allow all options to be seleted in the WO value summary browse [wo]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

10/10/06 - Version 21.3.4

This section highlights the significant changes in version 21.3.4. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [13043] Fix enGetQuotePrice."
• [12853] Generaliseish certification."
• [12853] Change pol:CofCRequired, pog:CofCSupplied, mcs:CofCRequired, eni:CofCRequired, enr:CofCOffered, msi:IsCertified to StkCert LType. The field are backwards compatible from a value POV."
• [12853] Add ptl:CofCRequiredStr, pog:CofCSuppliedStr, mtj:SupCofCStr, eti:eniCofCRequiredStr."
• [12570] Consider the tickle message when detecting 1/day duplicates in jsActiveTickles"
• [11986] Add jsChaseForOrdersEvent handling"
• [12927] Add woCreateOrder 'drop' and the concept of a 'legacy' WO (analagous to a legacy PO)"
• [12851] Provide easy means to SFDC log-off someone who forget (benign to retro)"
• [12489] Make rsuView options sticky (cosmetic, OK to retro)"
• [-----] Make starting the webserver easier"
• [12827] Add area/group/industry to STC."
• [-----] Add a default web-site"
• [12746] Create std defaults for xpAutoStartFailures"
• [-----] Add xpViewFailures to standard menu"
• [12746] xpViewFailures"
• [12643] Add description to product cat browse."
• [12654] Allow Urgent to race WIP in ASAP mode."
• [12515] Implement a delaying mechanism on the SIZED and MOVED events"
• [-----] Update Lua core to 5.1.1"
• [-----] When un-approve an SO, delete all sales lines in one go (so less 'outside' dependencies)"
• [12593] Always include non-sticky POs/WOs when finding dependents"
• [-----] Provide feedback that schedule cannot be dumped when un-approve an SO"
• [12630] Optimise opening on enhQuoye:Up when no extra discount."
• [12581] Make sure PO line#'s always start at 1"
• [-----] Allow for no suppliers on a POL when showing bar-charts"
• [-----] Make sure window stays active after an F5 refresh"
• [-----] Add Lua File System extension (lfs.dll)"
• [12463] More tweaks to msOnShelfOn due to Min. Stk. schedules not ordering when it should (ignoring reserved issue/dispatch moves)"
• [12462] During an upgrade do not attempt to upgrade a dependent file through a zvRecNo LType"
• [12236] Various PO inefficiencies."
• [-----] Add help for woCreateOrder drop"
• [12954] 06/07/06 Switch to CVS for source version control
• [13122] 10/07/06 Allow any method type to produce MOs [mc][xp]
• [13114] 11/07/06 Add centre option to image viewer [zt][nm][gx]
• [13116] 12/07/06 Provide a large order value alert when approving sales orders and purchase orders [cs][po][so]
• [13106] 14/07/06 Save the site/station in the windows registry not the local INI file [tr]
• [13121] 14/07/06 For UM formatting purposes the dimensionality is defined by the legitimate existance of length/width not by the cutting dimensions [um]
• [12979] 14/07/06 Do not lock non-sharable spare time, use it instead so it contributes to costs [xp]
• [13108] 14/07/06 Expose pop:OurInvoiceNum in key tabs and browse columns [dict][po]
• [13118] 17/07/06 Clear invoice tickle when cancel a line if nothing has been received yet [po]
• [13090] 18/07/06 Allow included flag to be reset if auto included in sddDispatch. [sd]
• [-----] 19/07/06 Change drLuaFuncDrop to raise an error if the drop called returns an error rather than pass it on, this is removing the error checking responsibility from the Lua coder. WARNING: This may break some customer Lua scripts. [dr][bm][as][configs][hl][gx]
• [11895] 19/07/06 Add unit qty/cost columns to msiView:Generic [ms]
• [12553] 19/07/06 Add Our Part Number to frfView [fr]
• [-----] 20/07/06 Add line state to solView:Material [so]
• [13098] 20/07/06 Stop expired stock from influencing min stk schedules & normalise 'in stock on' qtys to MCH [ms]
• [-----] 31/07/06 Consequential infra-structure changes to allow a generic accounts interface [docs][bm][configs][zf][gx][zt][template][so][po][zx][vd][sd][dr][as][hl][cs][sys]
• [-----] 11/08/06 Dont add export lines for handheld if no outputs on WO [wo]
• [-----] 21/08/06 Supplier reject route improvements [docs][sd][zu]
• [-----] 24/08/06 Resize forms with SHEETS rather than centralise [gx]
• [-----] 24/08/06 Make qualifier tabs re-draw immediately on a SIZED event [qa]
• [-----] 29/08/06 Make last directory visited in gxEditPathNam/DirNam sticky [gx]
• [-----] 30/08/06 Better Lua CSV handler [configs]
• [-----] 01/09/06 Don't allow the system to stall waiting for a message response during a shut-down [dr][gx]
• [-----] 07/09/06 Word wrap all part description fields in all papers [ol]
• [-----] 11/09/06 Don't stop showing an image on lose focus (causes focus 'bounces' in cw6) [template]
• [-----] 12/09/06 Default response from msValueOf is now infinity not 0, so obvious if asking for actual only and there isn't one [ms]
• [-----] 13/09/06 Use a Clarion Mutex in CW6 not a windows CriticalSection [zd]
• [-----] 15/09/06 Add note that can create ad-hoc PO via Approve Order in simple menu [bm]
• [-----] 15/09/06 Replace 'Bar Chart' button in wohSchedule with a 'New' button [wo]
• [-----] 22/09/06 Add IUP DLL's to standard system [sys]
• [-----] 26/09/06 Review all references to POG quantities and ensure dimensions are honoured in all contexts [po][sd]
• [-----] 29/09/06 Add copy45.gif [configs]
• [-----] 04/10/06 Make Qty field bigger in msiValueSummary (was 24, now 128) [ms]
• [--337] 03/10/06 Provide a product cost review tickle [js]
• [--386] 03/10/06 check kit is approved before approve a WO or PO [mc][po][wo]
• [--563] 04/10/06 Add facility to add/remove steps to works orders [wo]
• [--803] 03/10/06 DO VAT analysis in sterling [sd]
• [--958] 29/09/06 Add resource notes and estimated set/run time to rsuView [wo][rs]
• [-1381] 04/10/06 check for lurking workers logged to jobs when signing off, show lurkers in L column of sign-off browse, show first lurker in wohview:progress if there is one [wo]
• [-1383] 12/09/06 optionally hide disposed resources in rsmview [rs]
• [-1496] 12/09/06 use opconfirm when reprinting quotes so printer and layout can be changed [en]
• [-3541] 02/10/06 Provide an auto material our part num system [mc]
• [-4284] 12/09/06 show quote/line ordered status in various places [en]
• [-5403] 15/09/06 Don't propagate supplir's invoice num and date when do new VCR in popRecieve:Up [po]
• [-5403] 22/09/06 Allow supplier DNote to be changed even after its been cleared [po]
• [-5403] 25/09/06 Allocate an internal seq# to supplier delivery notes [dict][po]
• [-5403] 27/09/06 Introduce dimensions to supplier invoice quantities (POI) [dict][po]
• [-5403] 27/09/06 Allow POI price unit to be abstracted [po][um]
• [-8181] 06/10/06 add our part num to invoice window [sd]
• [-9248] 05/10/06 Provide easy document re-print from history facility [fr][so][configs][po][zs][ms][op][sd][en][dict][cs][wo]
• [-9469] 15/09/06 dont try and delete a batch if it has transfers pointing at it [ms]
• [10148] 13/09/06 add key change tabs to woreschedule [wo]
• [11451] 29/09/06 Tweak wording of opConfirm options [op]
• [11990] 21/08/06 supplier reject route improvements [ms] [sd]
• [12237] 05/10/06 fix auto issuing from booked in returns [ms]
• [12306] 18/08/06 Completed Clarion based Lua console [docs][configs][dr]
• [12493] 04/10/06 good-in label changes [dict] [po]
• [12794] 15/09/06 add other po schedules to simple ui [bm]
• [13004] 25/08/06 Allow L&L browse prints to sort on Field1..32 [ol][template]
• [13004] 29/08/06 Allow for name mapping in browse print sort orders [ol][template]
• [13052] 24/08/06 Side-by-side scripted and legacy accounts interface system [dr][dict][mc][configs][po][sd][hl][cs][sys]
• [13052] 15/09/06 Stock export system for accounts interface [docs][dict][mc][configs][ms][um][sys][hl][cs][gx]
• [13052] 22/09/06 Add user note to describe how to write an accounts interface in Lua [docs][configs] [hl]
• [13334] 03/08/06 Do move deletes direct and not via msiView:mscUp [ms]
• [13407] 03/08/06 Get site/station from windoze registry in match_go not the local INI [dr][bm][mc][configs][xp][op][qa][zx][tr][sys][gx]
• [13409] 01/08/06 poSetLineDelivered: Don't allow set fully delivered if nothing has been delivered yet (use cancel instead) [ms][po]
• [13409] 01/08/06 woSignOffJob: Dis-allow if no done outputs [wo]
• [13409] 02/08/06 msRemoveBookInMove: Dis-allow if it would orphan the actualiser [ms]
• [13414] 22/09/06 allow users to target a sepcific demand on device labels [ms][wo][so]
• [13468] 21/08/06 add print button to sdaviewgeneric [sd]
• [13496] 14/08/06 Get delivery/invoice contacts via the HQ when approp [configs][po][sd][so][en][hl][cs][sys]
• [13514] 04/09/06 Show kit delays in cost breakdown [xp]
• [13533] 10/08/06 auto-select wo num when booking-in from wohinprogress [wo]
• [13594] 12/09/06 change stock take by location to consider batches supplying raised but unapproved dispatches last [ms]
• [13600] 21/08/06 add drawing ref column to mcmviewhistory [mc]
• [13618] 17/08/06 Correct UserWorkToList step name and barcode field references [ol]
• [13618] 17/08/06 Turn on lazy refresh in popReceive so orders involved column is populated [po]
• [13647] 29/08/06 Allow for MCH profile change when creating SI xTx records [sd]
• [13657] 22/08/06 add theirordernum to solprogress [so]
• [13663] 30/08/06 remember checkbox settings for mcRecalcCost [mc]
• [13680] 30/08/06 fix xpExclusiveInstances default [xp]
• [13695] 11/09/06 add notes to mchviewsuppliers [mc]
• [13725] 07/09/06 allow enter key to be edit on their part browses [mc]
• [13745] 28/09/06 zap returns if a new batch is created when booking them in (diff size etc) [ms]
• [13751] 11/09/06 add acked column to poldeliveryschedule [po]
• [13782] 07/09/06 fix woReschedule [wo]
• [13792] 07/09/06 change the way the stock valuation handles standard costs [ms]
• [13794] 07/09/06 change the way invention values a batch [ms]
• [13800] 12/09/06 Allow works order hours summary report to operate over estimated logs [wo] [dict]
• [13802] 11/09/06 Add help to msiView:Construction [ms][hl]
• [13807] 11/09/06 add SO notes column to wohview [wo]
• [13807] 11/09/06 add SO notes column to sohview [so]
• [13836] 13/09/06 add partial ordered clue to F column in enhView [en]
• [13841] 19/09/06 simplify wohtimeprogress when only one WOD on a WOA [wo]
• [13841] 20/09/06 make handling of single worker WOD steps symmetrical across all 3 progress log methods [wo]
• [13847] 13/09/06 fix woreschedule resizing [wo]
• [13869] 15/09/06 add sort tabs to available papers browse [ol]
• [13927] 22/09/06 Treat down arrow like F7 on an LType entry field [zv]
• [13955] 27/09/06 add RR failues to failure list [xp][wo]
• [13964] 26/09/06 stop woEditWOAssy only showing sub-con steps [wo]
• [13967] 26/09/06 tweak hot keys on stock shortage browse [ms]
• [13974] 27/09/06 include issue column in stock value summary [ms]
• [13978] 27/09/06 include steps when doing stock take [ms]
• [13979] 05/10/06 Provide 'standard' times in the WTP [mc][dict][wo]
• [13982] 02/10/06 Cache stock currency invoice values when PI approved [dict][po][um]
• [13983] 28/09/06 sync order state when cancelling POL and dont let cancelled lines affect POH inv/del status [po]
• [13987] 27/09/06 Provide options to msSetBatchCosts to skip WOs and/or POs and/or SCPOs (not exposed in the UI) [ms][po][wo]
• [14001] 03/10/06 init to csnativecurrency *when* sup is known in mcsUpdate [mc]
• [14003] 28/09/06 Fix bug in msSetOwnerValue that prevented proper forward recursion into batch users [ms]
• [14008] 05/10/06 add sticky auto update facility to PO form [po]
• [14060] 05/10/06 add notes to wohviewprogress [wo]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

18/05/06 - Version 21.3.3

This section highlights the significant changes in version 21.3.3. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [11067] Provide a returns aware kit list editor
• [12327] Show address lines as 64 chars in cshview.
• [12245] Add facility to auto add carriage lines to a POH in similar way to SOH
• [12249] Get supplier part notes from MCB via the MCS as well as via the MCH
• [11565] Stop the goods in form allocating a new batch num every time it's saved.
• [10331] Apply reject rate to buys.
• [12214] Upgrade to Lua 5.1
• [12079] Add generic constant and globals access system to Lua
• [12065] Make MCS nil currency values follow unit price currency.
• [11749] Introduce the notion of an 'item' picture (like 'net' picture but for more accuracy)
• [12115] Hide the frame when call the L&L preview or designer
• [10070] Add customer/supplier HQ to grouping/filtering options in all reports
• [12136][12094] Set exchange rate field in export files to '1.0'. Sage have changed requirement from blank field
• [-----] Provide a simplified menu system for the major functions (see bmSimpleUI in the Go Anywhere list)
• [12072] Implement extended tessellation options that allows, for example, auto selection of tubes that meet a minimum wall thickness
• [11931] Take off-cut value into cost consideration when choosing a buy choice
• [-----] Auto stop the reporter when go into the L&L designer
• [11963] Add By Invoice# key tab option in sdcView:ForExport
• [11953] Fix booking in problem after changing from 1D weight to 1D length.
• [11931] If a material has no area, then its also not rotatable
• [11836] Force a re-rank before reserve schedules so that all created POs and WOs get given a proper rank and not just that of their parent
• [11791] Use colours to show state of steps in wohView:Progress
• [11790] Accumulate planned time in worHoursSummary even when there is no WOR
• [11239] Show product name in rsuView
• [11418] Extend customer letter body to 2048 chars
• [11722] If Use D&D is off in the method editor, don't allow *any* D&D in the method
• [11706] Stop PO serial number changing on supplier change
• [3256] Apply schedule lock before do remove when replacing schedules
• [2542] Don't pick disabled MCS in mcGetSupPart if there is a choice of one that is not disabled
• [11559] Allow changes to be made to a POL without the fully dispatched/invoiced dates being re-assessed
• [-----] Add a better Lua debugger (to provide breakpoints, watchpoints, single stepping, etc)

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

07/03/06 - Version 21.3.2

This section highlights the significant changes in version 21.3.2. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [11070] Provide a facility to dictate that batches during manufacture must be a multiple of some number
• [11470] Provide material Class, Group and Family fields on the works order
• [10612] Provide a facility to allow materials to be referenced in a method for information purposes only (i.e. no stock is allocated for them)
• [11331] When scheduling for minimum stock constraints, use physical on-shelf stock levels as the trigger not free stock. This delays the acquisition of minimum stock at the slight risk of running out in some circumstances.
• [11398] Don't be so fussy about overlapping resource weeks in rswView:up
• [996] Make handling of a weight on a sub-contract operation that is the last step of a method consistent with non-last steps
• [10302] Provide a facility to stop planned ASAP kit being moved later if the works order its required for is starting later than when the kit arrives
• [11114] Allow drag in-line output/buy/assembly in a method to create a part reference
• [11069] Provide a means of logging a step start via the keyboard (to allow 'real-time' step start logging without the use of a bar-code reader)
• [11072] Show late delivery dates in red in polDeliverySchedule
• [11002] Add material column to sdaView:Generic
• [11066] Allow for 1d containers being demoted to 0d items
• [1491] Show on shelf qty as well as available in cshView:Buys
• [8592] Clone conversations and tickles when clone a material
• When clone a customer, clone their tickles and conversations too
• [10927] Add facility to issue from owners/batches to WOs and POs (opposite sense to kit-list edit)
• Add copy() Lua function for replicating Lua tables
• [10920] show supplier notes for bought batches in msEditMatBatch
• [10175] Provide a facility to auto-dial a telephone number
• [10176] Extend selling rules to allow customer only rules (i.e. independent of material)
• [1328] Propagate ACCOUNT_ON_HOLD information from Sage to Match-IT as part of the credit status import
• [1175] Trace backwards from an MSI through the POG not the POL
• [226] Add option to pohSchedule to merge lines irrespective of date
• [10755] Allow a draft PO to be printed when there is no supplier
• [10754] Make hide stock orders options in the POL schedules 'sticky'
• [10710] Extend poCreateOrder 'drop' to allow price setting and multi-line orders
• [10693] Rename random check list button to stock take by batch
• [10350]Round all recommended prices in dispatch documentation
• [10236] Add Notes for Us from enhQuoteUp to enhView & enhChase"
• [10673] Add various options to the stock value summary."
• [10229] Add a facility to show an image of a material for the current context (similar to quick help system)

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/12/05 - Version 21.3.1

This section highlights the significant changes in version 21.3.1. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• [9770] Perform -c to -f transformation at the source level not during the merge"
• [10149] Add sales history & production history buttons to enhQuoteenqUp"
• [10150] Remove Dwell & Q time protection from woaViewUp"
• [10070] Implement the head-office/branch-office system"
• Provide a facility to start the console when get a Lua error"
• Treat arithmetic involving 'nil' in Lua as an error"
• Add import.lua as an example shell script to import any CSV file"
• Add Option (aribtrary radio buttons) and Check (aribtrary check boxes) LTypes (useful in Lua scripts)
• [9662] Dont stop on error conversion when recal act costs for batch lists and pass problem batches back to user."
• [10203] Fix WIP browse."
• [9662] Only show real sub-cons in WIP stuff!"
• [10151] Work-to-list ordering"
• [10069] Use gxGet/PutINI not native Clarion PutINI/GetINI (to vercome Windows XP security issues)
• [10021] use xtx:formattedqty in standard papers"
• [9942] Extend help system to show key attributes"
• [9998] Don't use qatQualifierInstanceKey in qaNextField"
• Update MUN128 (Designing Papers) for L&L v11 multi-tables"
• [9859] Publish mcRenumberSteps as drop"
• [9915] Rip time line WIP stuff from stock value summary."
• [9662] new WIP stuff"
• [9700] Value summary."
• [9676] podReceive - disable supplier delivery notes from being removed if partially cleared"
• Allow the default PPS language to be Lua"
• Add note about accessing qualifiers in MUN132 (Lua)"
• [9865] Clear OnOrder before call msIsKitItemInStock in msiView:Owner"
• [9842] Remove debug timer from menus"
• Add RecordsAvailable feedback in reports"
• [9598] More lock instances stuff"
• Update UserJobCard paper for multi-tables"
• Update UserDispatchNote paper for multi-tables"
• [9598] More locked instances."
• Update CofC paper for multi-tables"
• [9598] Don't merge POLs attached to LockInstances schedules."
• [9487] Fix codes in value summary."
• Add arbitrary sort options to L&L multi-table reports"
• Re-implement olUserJobCard to allow section printing in arbitrary orders"
• [9393] Use same mcaRef and ParentHandle as merge criteria, not mcaRef and WONum"
• [9567] Extend Sage L50 export interface to v12 and generalise so that we always build the line buffers by hand."
• [9468] Fix costing being in currenctly loaded customer currency."
• [9533] Fix stock cache in context of pending dispatches."
• [9592] Fix schedule reserve problem that gets the WOA quantities screwed"
• [9541] Allow for merged summaries having no WOA when create WODs and MSCs"
• [9498] Don't do so much actual cost updated in the value summary."
• [9517] Fix Creator column in msShowStockDetail"
• [9496] Extend method import system."
• Add PO/WO WIP reports to the standard menu"
• Add reporting suport for L&L v11 multi-tables"
• Add a new WO paper that uses the consolidated parts/kit list (material) sections"
• Use new L&L v11 TotalPages$() in reports instead of DIY 2-pass system"
• Integrate L&L v11"
• [9394] Create kit list in oldest batch first order within material, not issue date within material"
• [9381] Allow for 1D things having a container magnitude being referenced as items (see umNormaliseQty)"
• [9450] Fix list of orders provided by sdcOrdersDescription"
• [9393] Merge summaries for the same kit item before create WOAs when reserve a schedule"
• [9211] Add another date range option to the purchase value summary."
• [9418] Make poDeliveryProgress into drop."
• [9379] Dont' cost kit when costing for stock value summary browse."
• [9402] Have another go at sorting garbage notes"
• [9337] mcsUpdate/SetSupplierContext - make ShippingDate follow supplier based default (LeadTime already does)"
• [9211] Add last step name to wohInProgress browse."
• [9317] Refresh raw buffer address in LType OOP handler to allow for MEMO fields moving"
• [2680] Add weight columns to stock check by location."
• [8156] Add unit cost column to invoice detail window."
• [9212] Fix recosting batches during auto reschedule."
• [9284] Add another date option to works order value summary."
• [5013] sdiValueSummary tweaks."
• [336] Add tender response total value feedback, also provide easier access to the response form"
• [9263] Allow for a GPF during key re-building and file re-creating"
• [9165] Fix costing problem in stock valuation and fix no lines being shown in same."
• [9116] Resolve problem of unable to select resource with an ID of > 16 characters"
• [9090] Fix creating WOAs."
• [1605] Fix MOutput label printing."
• [336] Add multi-line tender creation facility from purchase schedules"
• Allow services to be invoiced without having to set any 'allow before...' defaults"
• Add a dispatch cost feedback at the sales order level (see sohOrder:Up)"

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

09/08/05 - Version 21.3.0

This section highlights the significant changes in version 21.3.0. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

WARNING
The upgrade from a previous build when this build is run will TAKE A VERY LONG TIME. This is due to a change in the way indexes are handled. Please allow enough time. It is recommended you initiate the upgrade at the end of the day and let it run through the night.

• [9004] Allow for a 1D:Length profile becoming a 0D:Length one when importing methods"
• [8999] Don't check security acccess to stuff before a user has logged-in, presume grant before then"
• [8999] Don't apply LType security to start-up forms"
• [8997] Fix obsoleting parts in methods when importing (see mcMergeMethod)"
• [8935] Don't grey out stuff in msLocationStockTake just 'cos picking a specific part code"
• [----] Show over-stocked status in mchView:Stock"
• [8933] Generate a stock overflow alarm when got unwanted stock at any level when min level is 0 (see msIsOverStocked)"
• [8922] Show moves in msShowStock:Detail not batches"
• [8912] Add issue qty feedback from msGetDemand"
• [8865] Implement a 2-stage file recovery procedure, where stage 1 is local"
• [8820] Browse summary tweak."
• [8853] Add a tool to calc price from actual cost on sohOrder:solUp"
• [8747] Allow for outputs coming from a disabled step"
• [2632] Prohibit email and website access if user hasn't got view rights to the field"
• [----] Add a cutting-list section to the WO paper"
• [8662] Fix JustStockCheck strategy in context of late WIP."
• [5238] Set default sub-con step as separate not in-line"
• [----] Add browse column security handling"
• [8637] WO hours summary changes."
• [8589] Tweaks to SolidEdge import system"
• [8521] Improve keeping batch certified flags up to date"
• [----] Provide better feedback of shut/usual time in rswView et al"
• [8654] Provide easy access to reject rate on a step in the method editor"
• [8353] Describe how to set form field and browse column security in the user manual"
• [8521] Do WIP as actual value so far for a valuation date of today."
• [----] Allow for MO's from in-line assemblies that are used in the enclosing method (see mcIsMultipleOutput)"
• [8404] Fix batch number allocation."
• [6378] Various improvements to worHoursSummary"
• [----] Generate an alert when multiple MO methods and not allowed to use them"
• [8482] Allow for no proxy MCH on a step in mcGetStepAssy"
• [8353] Implement field security system"
• [6378] Add option to exclude completed WOs from the hours summary browse."
• [5130] Get CofC numbers from in-ine SC deliveries."
• [5130] Generate CofCs for inline sub-con deliveries."
• [8432] Make the inline editor respond to hide disabled check box as disabled state of line changes."
• [1605] Add facility to print WO output dev lables (inc mutiple outputs)."
• [8419] Remove hack that displayed step depth in WO progress browse."
• [8276] Fix Add option to value summary to only show full sized items.
• [8396] in mcGetStepAssy() when get a separate WO step, the step required is the one *after* it"
• [8276] Add option to value summary to only show full sized items."
• [6186] Add two more dates to csSupplierHistory."
• [8342] Add out part num to sales/purchase invoice account exports for line 50."
• [8335] Add Top/Bot buttons to WO resource rescheduler."
• [8338] Add our part column to sales invoice value summary."
• [8344] Treat order qty as the desired final level when got a shortage, not the make/buy level"
• [8344] Use MaxStockLevel not ReOrderQty as the order qty when doing min stock schedules"
• [----] Allow for multiple agent service installs"
• [8312] Fix shift end problem in xpLoadResourceUsage"
• [8188] Customer proforma print default not honoured on SOH creation"
• [6935] Give the resource rescheduler a rank concept."
• [8225] Add Eq,Lt,Le,Bool,Number,String functions to the Lua interface"
• [7684] Extend sdcOrdersDescription to optionally return cus order numbers."
• [7684] Export cus order numbers in MYOB cus transactions."
• [8144] Fix Turn msDispatchProgress into a drop.
• [6429] Map returns to their sources when creating C of Cs."
• [8157] Fix stock value summary."
• [7963] Don't allow clear of fully dispatched when approving invoices and visa versa."
• [8225] Add Eq,Lt,Le,Bool,Number,String functions to Lua interface help"
• [7963] Change soSetLineState so that it can inhibit fully dispatched/invoiced date clearing."
• [8154] Add Kode constructors/destructors to Lua interface"
• [8097] Make customer return reset sales line status even when returns are not failed"
• [8131] Allow for DoneQty column in UserWorkToList paper"
• [8128] Provide a means to un-complete a contract"
• [8124] Provide option to auto create a DNote for each sales line"
• [8099] Don't call procedureexit 'cos of access denied in a completed event"
• [8005] Fix "use standard price" field sticking in cus part update form when using Next/Back etc."
• [8021] Produce browse print xTx record set in chunks so other stations can get a look-in"
• [8021] Extend OPC states so that xTx record sets can be produced piece-meal"
• [7504] Add wth:Method* fields."
• [7919] Reset SDispatch/SInvoice create date to today when unapproved."
• [7919] Reset POrder create date to today when unapproved."
• [8006] Patch to update CofC batch status."
• [5445] Populate ftf:WO* for non-inlines as well."
• [6077] Dont use DIY batch numbers for batches associated with in-line SCs."
• [8155] Add read access of system globals to Lua interface"
• [6385] Make free issue line invoiced status follow delivery status and tweak some of the associated tickles."
• [1446] Make announcements better behaved when get lots of changes"
• [1080] Add price basis info to cshView:Buys"
• [7825] Provide a set/clear use serno holes from lsnView"
• [----] Add Lua script for CSV handling (extracted from the book Programming in Lua)"
• [7970] Implement a 'QTime' before a step can start"
• [7642] Provide facility to force inspections on a per inspection basis"
• [7126] Propagate cofc status in goods in line to batches and their child batches etc."
• [1081] Provide an obsoleting mechanism for customer and supplier parts"
• [7940] Allow for reject rates on STEP records as well as PART records (see mcGetRejectRate)"
• [5599] Add batch recost option to auto scheduler."

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

28/04/05 - Version 21.2.8

This section highlights the significant changes in version 21.2.8. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• When resuming a file, sit in a polling loop if get an error (with a monitor) [7826]
• Loosen CSV checking on importing methods [7823]
• Sort out size too small alert [7827]
• Buy or make parts with no methods instead of inventing
• Add MYOB aged dept import.
• [7707] Fix unit conversion problem in mchView
• Correct spelling of anonymous
• Do not use zfMakePath in asSetAgentStartParams [7755]
• When showing diary 'for me' entries include those for your current role
• [7683] Add mchIssueApprovedOn/By, mchIssueNotes and mchIssueReason to WTI,WTH,WTA,STA,STP,STL,STK,STG,PTL,PTK,MTJ,FTF,ETI,ETQ.
• [7451] Move sales lines in default reranking context (by database rank).
• [7275] Allow recommended price to be used when adding a new line to an approved quote
• Allow browsing of xTx files
• Add concept of a schedule failure for no cost [7634]
• Add undefined cost feedback in xpView [7634]
• Add set standard cost tool to msiView:up [7631]
• Force mcs:PackQuantity to be a multiple of the reference qty [7624]
• Normalise qty's before calculate device labels in woCreateAssembly [7622]
• Fix solValueSummary & soGetDispatchCost [7515]
• [6452]Show real outputs (created when failing) if there are any for inline-sc PO lines.
• [5445] Add ftf:WO* and ftf:DeliveryLineNotes.
• Extend length of Class/Group/Family display in mchView [7537]
• Fix filtering in poValSummaryHelper & make batch number optional in poGetExpectedBatch [7473]
• Add infra-structure to allow Lua to be used wherever a wizard or a PPS expression can be used
• [4999] Reschedule approved WO. See wohView:Edit and code in wo_edit.clw.
• [7412] Tweak woOutoutStageName as per task for CPH.
• [6761] Extend wohValueSummary to include net kit est/act costs.
• Count lines correctly in mcImportMethods even when there are blank lines present [7496]
• Allow for LogQty action in woGetProcessForRes [7461]
• Do not open the monitor if the frame is iconised
• Extend mcb:Notes and eti & eni notes to 2048 characters [860]
• Extend failure report notes to 2048 characters [5671]
• [7378] Correct tender number in enoView
• [6850] Extend csDescribeCusSup to provide Industry/Area/Group
• [7310] Make enGetQuotePrice into a Drop
• [6850] Populate eth:Industry/Area/Group
• Add enh:TheirEnquiryDateKey [7310]
• Add eth:Industry/Area/Group [6850]
• Add support for Lua (another embedded free scripting language - see www.lua.org)
• Fix MO scheduling problem that released stock too early [7311]
• [6761] Add wohValueSummary and wohView:Edit etc.
• Re-instate move merging when reserve a schedule [6991]/4
• Show kit arrive date for kit not in stock in wo kit/pick lists [6991]/1
• Add ptk:ArriveDate/KitState/KitPONum/KitWONum, wti:ArriveDate [6991]/1
• Relax merge rules in msMergeMoves for issue moves [6991]/4
• Populate wti:ArriveDate [6991]/1
• Populate ptk:ArriveDate/KitState/KitPONum/KitWONum [6991]/1
• [7254] Fix mcGetPrice.
• [7245] Apply umRoundToPicture() to the raw full price in the sales line update form.
• [7245] Apply umRoundToPicture() to the raw full price in the enquiry line update form.
• Add ByPriority key tab to wohSchedule
• Don't auto re-rank by dependency when start a schedule [6758]
• Allow for long name clipping in zv cache [7189]
• [7147] Only populate our inv num (exporting PO inv context) if not already set in POP.
• Add Events button to cshView:Up (so users can set reminders against a customer/supplier)
• [7147] Add pop:OurIncoiceNum - useful as unique number for acc systems
• [7147] Integrate pop:OurInvoiceNum.
• Show orig arrive dates in kit list
• Change 'direction' of transaction exchange rate sent to MYOB
• Show return orginator state in kit lists
• Propagate Item Number to sTk [7118]
• Look at return originator when checking stock status of a reserved return [6762]
• Treat a batch source winding through a series of WO/POs as returns as if they are in parallel [6762]
• Provide field help to L&L
• Integrate M-IT help into L&L designer help
• Don't schedule kit replacements. The user has taken responsibility for that material type.
• Consider something that has to be cut to be more expensive than something that doesn't [1976], see mcBuyMaterial
• Allow for 0D raw materials when import a method [6991]/5
• Create new 1D/2D parts during import with a nominal size not the usage size [6991]/2
• Allow for the carriage delay when set recommended date in sohOrder:solUp [6956]/4
• Do not invent returns [6956]/3 (see xpCreateScheduleHelper)
• MYOB export tweak [7080].
• Fix dispatch value summary [7053].
• MYOB export tweak [7077].
• Decode OUTPUT and RETURN options for a PART in mcItem2Name [6956]/2
• Don't set a tickle in AddReserved on SOH if ApprovedOn is set [6956]/1
• Expose sol:StartLimit in the UI [6759]
• Sticky kit lists.
• MYOB sup trans export tweak. [7039].
• Add poRaiseEarlyDays [6757]
• Add poStickyDays default and various other sticky/ad-hoc stuff.
• Update description of mch:UseTargetCosts [6760]
• Fix qualifier propagation [7007]
• Consider a primary op to be the first machine not the one with rank=1
• Show resource group in WO paper
• Add wtp:ResGroup
• Show the group a resource came out of whenever possible [6864]/7
• Fix inhibition of serial number re-use[6846]
• Fix MYOB sup trans export.
• Add a separate event mask to select 'late' events in the UI [5479]/18
• Optionally set WO to have no approve time schedule when editing kit list.
• Make mcEditMaterial:Generic show stock option sticky [6866]
• Add name extraction from first line option to mcImportMethods
• Allow for a log-out on another station while checking the clock in this [6865]
• Detect (and ignore) a log-off when getting the last clock [6865]
• Add MUN132 (Using Lua scripts and expressions)
• Populate pTl:NomCode
• Provide a mechanism to refer to fields in import scripts by name as well as by number
• Add sta:Description.
• Add wohValueSummary to Reports... menu
• Do a better guess at the INI= setting when starting match_sv.exe without an INI= switch [7188]
• Fiddle with MYOB export [6704].
• Add sda:Description (for ad-hoc mainly) [3241].
• Fix supplier picture in POL update form [743].
• Extend description of csVatCode [6090].
• Fix ExtraReference export [6699]
• solValueSummary tweaks [6672].
• Add zfGetGlobalINI [6682]
• Allow for blank lines in project files in olLLPutInfo [6694]
• Add in stock and free stock columns to the structure viewer [5399].
• Use match_it.set not match_it.ini as the default INI file [6682]
• Bring polValueSummary up to solValueSummary spec [6672].
• Typo in sdcSchedule [6667]
• Remove the default attribute from Close buttons
• Re-instate browse column editing to msiValueSummary [6547]
• Show issue ID in mcEditMaterial:Generic [6649]
• Tweak poiValueSummary [802].
• Propagate MCK QATs to paper as well as MCH
• Propagate QATs from the MCS to the PTL [6545]
• Add poiValueSummary to performace summary.
• Allow for no frame width/height when open a window to the min size in the centre [6636]
• Extend cus/sup file formats for v13 of MYOB.
• Don't let the monitor grab the focus when its not on the active thread [6553]. Failed! Grrr... Clarion RTL getting in the way, can't stop focus changes on a window open. Grrr... Provide a slower monitor interval for background processes. Various tweaks to make the monitor less intrusive on background processes.
• Add poiValueSummary [802].
• Add option to hide left users in asuView
• Add SO line works notes to raise dispatch browse [6481].
• Extend trace record width [6519].
• Add another Set As Reviewed Today check box to the supplier price record [6492].
• Show Reviewed date and next review date of MCS supplier price records in browses that show the same [6492].
• Use match_it.set as the default INI name not match_it.ini [6682]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

17/01/05 - Version 21.2.7

This section highlights the significant changes in version 21.2.7. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• Add ToBeShipped and AlreadyShipped columns to solDispatchSummary [6411]
• Add stl:ToBeShippedQty [6410]
• When drop a resource or contractor on a method step don't auto create another step (more confusing than its worth)
• By-pass 'when' logic when update customer in a SOL during approval [6268]
• Add zxSelectedTabFont [4359]
• Populate ExtraReference when exporting sup invoices for Sage line 50 [5394].
• Show resource use time break down in msiView:Construction [4152]
• Add wth:StdPricePerJobQty and wth:StdPricePerUnitJobQty [6144].
• Fix solValueSummary and soOrderBook WRT TBD/TBI values for fully dispatched/invoiced lines [6138].
• Extend perf analysis to show actual number of quotes converted to orders [938].
• Add handling of obsoleted parts [4150]
• Add TheirRef key to POH and DemandPartDescription and DemandList and Owner<...> to PTL [5958]
• Add same demand and owner fields to the PTL as in the WTH [5958]
• Fix '?' appearing in TBI column of soOrderbook [5772]
• Strip all the old pruning stuff from the resource allocator (not necessary in new algorithm)
• Stop podReceivepogUp complaining that qty received exceeds expected when line is already cleared [6239]
• Export account balances in Axis interface cus/sup recs. Axis acc sys tweak [5685].
• Add error if trying to export new cus/sup balances for those acc sys interfaces that can't do it (MYOB/Axis).
• Add kit batches for leaf and tool steps [6018].
• Implement on-the-fly sharable resource chooser [5803]
• Complete MYOB except for aged debt.
• Add field name system for L&L browse print (browse layouts can now be designed in L&L using real column names).
• Fix sdDispatchReport problems [6050].
• Make STKs for kit if actualiser is POL [6044].
• Add module boundary handling options to mcImportMethods [5953]
• Tweak stock check browses [5948].
• Allow free issue and invented deliveries to be invoiced [5990]
• Fix wta:kit* population [6014].
• Allow for BMN/BMI file buffer being cleared by an open in the menu cache functions [5625]
• Add move step facility (from progress browse) [4998].
• Add a second lead time metric to the performance analysis [5796].
• Don't pass variables to L&L that are not referenced in the project (faster)
• Change msStockReview to work more like the location based stock check [4191].
• Allow for quote lines with no our or their part num when checking if a quote is ordered [5729]
• Auto stop threads when apply licence (no longer have to manually find and stop the reporter).
• Add audit log when SaveButton loads/creates a record [5665]
• Add an audit log when open/close a window [5665]
• Allow for spaces in paths to the match-it service [5626]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

03/11/04 - Version 21.2.5-21.2.6

This section highlights the significant changes in versions 21.2.5 and 21.2.6. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• Show primary group resource week for a resource too in rsWeeks"
• Add facility to print all resource labels in one go [5323]"
• Add facility to print all user labels in one go [5323]"
• Add POCommitments.wiz to example report wizards"
• Log windows registry changes in local INI file [4126]"
• Generate a level 1 alert if a goods-in or dispatch method has more than 1 step [5160]"
• Handle 'nominal' costs of free resources in a way that does not affect calculated costs [5253]"
• Add option to auto allocate new batch number for multi-drop deliveries [5320]."
• Bust up owner string in WTH [774]."
• Add capabilty to auto replace their part nums, dates/prices etc in POLs after POH supplier has changed [4316]."
• Add facility to allow browse/form option selections to be 'sticky' (i.e. be preserved across sessions)[4707]."
• Provide facility to auto dispatch from the invoice [4924]"
• Add option to not auto-populate MCK from MCH during order entry [4924]"
• Add option to not auto-populate MCS from MCH during order entry [4924]"
• Add option to not auto-populate MCK from MCH during enquiry entry [4924]"
• Populate wta:Kit* [2684]."
• Add sdAllowNilInvoiceValue default [4875]."
• Add SupplierAnalysis.wiz to example report wizards"
• Consider the cost of an MO to be total cost of all outputs and the container itself for best solution picking purposes."
• Resurrect part/step list in wohView:Up [4863]"
• Add a second picture to a unit of measure for use when accumulating currencies (to handle rounding issues) [1539]."
• Always show all user messages in the diary even when 1/day selected"
• Add sdInvoicePerSalesLine default [3524]."
• Add facility to not re-use 'holes' in document number sequences on a per document type basis [834]."
• Allow for use of the same TOOL in more than one step in the same method [4743]"
• Provide a facility for user created help (aka quick help) to be integrated into the main help system"
• Add option to auto book-in returns when a WO completes [4575]"
• Provide facility to create 'kit' records for DNote lines [4575]"
• Add access to window scale in the look and feel menu"
• Echo process ID name (with Standard stripped off) in the DragNew list in the method editor rather than use a fixed name."
• Add +Tool widget to the method editor [4189]"
• Add option on nmShowRandomTip to turn it off for the logged-in user"
• Add default to uni-laterally correct bad clocks rather than ask [4356]"
• Add ability to shut-down M-IT from the SFDC controller [1610]/15"

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

07/08/04 - Version 21.2.4

This section highlights the significant changes in version 21.2.4. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• Extend Code/Name fields to 64 chars [2907]"
• Don't invalidate the price when change supplier in mcsUpdate [4412]"
• Call CancelInsert when user dclines to save changes on window close (so SerNo's get given back)"
• Remove implying a buy through presence of a supplier and implying a make through the presence of a method [3996]"
• Fix allocation problem when assigning multiple instance numbers [4326]."
• Fix report preview/print transition logic"
• wohView:Progress - wod:SupplierSelected is an MCS not a CSH! [4355]/3"
• Fix soOrderBook bug and tweak the UI [4327]."
• Add fields to ordered kit list [4213]"
• Fix initial update of rsuView [3860]/22"
• Add option to mchView:Structure to hide disabled lines [4147]/1"
• Push/pop printer name around multi-copy prints (so all copies go to the same place)"
• Use msiView:CommittedReturns as the returns expected viewer not msiView [3654]"
• Add msiView:CommittedReturns [3654]"
• Allow un-approving an order on hold [2855]"
• soOrderBook tweaks [3917], [4322]."
• Tweak stock adjust messages [4096]."
• Add mcAlwaysRecost [4253]."
• Always show no-stock demand in the demand description if there is one [4293]."
• Add CreateSO button to sonView:Up browse [4281]."
• Tweak quote/contract inherit messages in sohOrder:solUp [4287]."
• BOM import micro tweak [4148]."
• Fix mcIsPhantomStock [4260]"
• Propagate our part info to their part info in userquote.lst [4254]."
• Add Their Ref to poEditThisSUpplierPOL [891]."
• Make user preview off option stick when printing multiple copies"
• Echo rejected and failed qty status in poEditThisSupplierPOL [4151]/2"
• Add ability to pick lines from a schedule to add to an order [4151]/1"
• Add option to allow bought parts with no suppliers [4182]"

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

20/07/04 - Version 21.2.3

This section highlights the significant changes in version 21.2.3. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• Add cut/copy/paste to popup menu on entry and text fields
• Fix xpCalculateYield [2295]
• Allow arbitary sized adjustments on invented stock [4096]
• Tweak rswView:Up [3994]
• Fix sdDispatchPerformance & sdDispatchLateDays & sdGetPerfList [4106]
• Disallow invoice approval if no delivery on PO line and default not set to allow invoice before delivery [3552]
• Unprotect TheirOrderNumber for a SO [3663]
• Check InstanceNum when booking in WRT merging existing batches [3679]
• Disable value summary buttons on total lines etc [4066]
• Don't tickle disposed resources [1112]
• Fix using raw materials WRT size in mcImportMethods [4087]
• Handle pol:OrderedQty (and size) changing in poEditLineQty [4079]
• Change priority of MCQ/MCH WRT getting margins [4060]
• Ignore illegal group bits in asSupervsiorOf [4054]
• Consider the cost of a phantom service to be the target cost not free
• Invent notion of phantom stock (as apposed to service), these are ivented as required
• Only use target costs if more than method roll-up costs
• Provide option to treat parts with no method as phantom stock items [4010]/8
• Allow the issue of a batch to be changed [3860]/6
• Add option to be noisy about booking in returns below usable size or value [3244]/5
• Explicitly specify to olLLEnd that doing a page count rather than rely on Aborted being set [3834]
• Fix incorrect export of new customer record when only suppliers selected, & vice-versa
• Calculate DimsStr more sensitively in the PO (to reflect profile formatting rules) [3917]
• Add required date columns to value summary and order book [3917]
• Add stock failures browse [3065]
• Fixes to location stock check [3877]
• Add margins etc to invoice value summary [3843]
• Use Ctrl-F to 'search again' on a browse column
• Use their part num/name in a tender when its defined [3596]
• Add eti:TheirPartName [3596]
• Add wti:TechSpec [3816]
• Add msc:Material and its keys [3278]/10
• Add wta:ItemNumber [3280]
• Allow instance num to be printed on dev labels [3280]
• Add profile column to mchView [3278]/9
• Add usage history view from mchView:Up [3278]/10
• Add usage history viewer of a stock item [3278]/10
• Fix on hold state logic [3627]
• Provide a facility to un-approve a quote and a tender [570]
• Add first tool column to wohSchedule [499]
• Add option to rsShowLoading to show hours instead of % loading
• Allow worHoursSummary to look into the future (via WOAs) [3244]/7
• Solid edge CSV BOM import interface [3539]
• Viewer for the stock expired tickle is now msiView:Expired not msiView:Up [1462]
• When marking stock as 'do not use' just set the expiry date, leave the dead date alone [1462]
• Show enquiry date in enquiry line form [3554]
• Allow for currency numbers of more than 3 digits during SL100 import (Protech have 4 digit ones) [3659]
• Be benign to missing account names in account import [3659]
• Pack the key in zvSafeFormat before call zvTypeKey [3624]
• Tweak columns of woViewMaterial [1384]
• Add OurPart tab to solProgress and tweak other tabs to use better keys [3654]
• Fix TBI column in sales value summary [3654]
• Fix invoices notes propagation from sales order to sales invoice [3692]
• Add last dispatched date to line list in invoice form [455]
• Add default to control message caption when using SFDC [3246]
• Dont do ours/their nudge-nudge stuff for olUserQuote [1549]
• Add ability to print id tags for all resources [3620]
• Fix the pro-forma invoice flag in sohApprove [3604]
• Add clunky print badge for all production workers facility [3247]
• Treat SOL and SOP ranks as a single series [3503]
• Show order line and dispatched qty in solView:Contract
• Show under as well as over performance in the hours summary [3248]
• Always accumulate estimated times in the hours summary [3243]
• Add/integrate defaults for allow progress against completed steps [463]
• Fix SO state logic [3573]
• Add option to msiView:Generic to show only expired batches [1462]
• Auto load inspections and force them to be done when booking in and mcMustInspect is asserted [2995]
• Allow user to pick a material by implication via a batch in msiView:mscUp [2249]
• Add Customers and Suppliers buttons to mchViewStock [400]
• Fix must-inspect logic [3566]
• Mark appropriate dispatches as printed if printed viw multi-dispatch pick list browse [2932]
• Add contact column to multi-dispatch pick list browse [2604]
• Fix group and sub-group totals for dispatch and invoice summaries [3258]
• Fix date justification in L&L10 reports [3520]
• Fix ordered kit list printing in job card [3412]
• Whole item booking in [3254]
• Change definition of an object [3459]
• Compensate for different BOOLEAN semantics in L&L v10 [3380]
• Add a tool to podReceive:pogUp to auto add lines for the same PO as this one [2249]
• Value summary tweak WRT WIP WOs [3314]
• Show invoice weight in sdcInvoice:Up [3056]
• Add draft watermark to un-approved DNote and SI
• Add a draft print invoice facility [1577]
• Add actions tab to sohOrder:solUp with access to dispatch and invoice schedule [1577]
• Add md5 signature checking [3439]

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

19/05/04 - Version 21.2.2

This section highlights the significant changes in version 21.2.2. The numbers in square brackets [####] after some of the items refer to task IDs where the item has been added as a specific request from one of our users.

• Add new value summary grouping/sub-totals of customer field and customer code [3178].
• Add a facility to print a material datasheet.
• Add a facility to print a customer datasheet.
• Add net realisable reporting and capping to value summary [2989].
• Use target costs and target lead times at all levels not just the top [2022].
• Add ability to link layouts together [316].
• Treat a blank contract end date as only plan 1 hold quantity not a series to cover the whole contracted quantity.
• Add a facility to force inspections when booking-in [2898].
• All customer/supplier and contact codes/names can now be up to 64 characters [715].
• Add standard cost option to sales line valuation [2787].
• Added WIP location to sales value summary [1594].
• Added an interface to the Exchequer Enterprise accounting system.
• Extended the contract call-off system to plan a series of drops to cover the entire contracted quantity. This ensures adequate cover when the lead time is in excess of the call-off period [2160].
• Add a facility to prohibit over dispatching.
• Add material list filtering to value summaries [2368].
• Add customer/supplier list filtering to value summaries [2368].
• Add facility to the planning system to auto choose the best option between buy or make or (multiple) container outputs when there are choices [1817].
• Update the List & Label report engine to the latest version (v10).
• Add the List & Label designer manual to help index.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

11/03/04 - Version 21.1.46-21.2.1

This section includes highlights of versions 21.1.46 to 21.2.1.

• 30/12/03 Version 21.1.46
  Be a bit more clever in soGetLastContract [2097].
  Be a bit more clever in enGetLastQuote [2097].
  Provide option to separate sub-con and ordinary deliveries in polDeliverySchedule.
  Add default to specify whether or not invoice before services are acquired or not [1471].
  Strip leading blank lines from notes when edited and de-formatted.
  Consider DNotes that are held to be 'raised' - see sdIsDispatchRaised [2014].
  Treat a PO (order or line) that is cancelled or fully delivered as not raised - see poIsOrderRaised and poIsLineRasied [2014].
  Axis acounts interface as far as possible [1099].
  Add soGetMatDemand() [1228].
  Extend batch value browse to only show batches with a sales demand [1228].
  Add UserHoursSummary.lst [1645].
  Init proc help button when build a new qualifier page [1650].
  Hours summary changes [1645].
  Fix problem with overlapping WIP values showing up multiple times in stock value summary [1652].
  Fix resource allocation when doing WO or RR [1801].
  Update mun111 (Connecting to Sage Line 50) for TXT purchase aged debt report installation.
  Dont check for pending overrides when approving a WO [1802].
  Allow VAT to be changed on invoice lines etc [1693].
  Allow capacity changes while the RS cache is on [1661].
  Don't assume msc:MoveQty is conversion compatible with others on the same MSI (see sdIsPickListInStock) [1563].
  Don't allow UNIQ merging at top level on pass 1 [1551].
  Facilitate Sage L50 versions less then 7.0 when exporting to accounts [1578].
  Don't allow MAXSTOCK merging at top level on pass 1 [1551].
  Don't merge MAXSTOCK demands satisfied from stock [1551].
  Always reschedule held WOs [1439].
  Normalise msc:MoveQty before do comparisons/arithmetic [1653].
  Allow for no explicit steps in container methods when scheduling an MO.
  Add pl_agedm2.srt (TXT version of purchase ledger export from Sage Line 50).
  Allow direct entry of a discount when entering a sales line.
  Treat soDeliverOnDays of 0 as ASAP.
  Allow direct entry of a discount when entering a quote line.
  Allow enough space for a fully formatted SerNo on sohOrder:solUp.
  Add VFile LType to wizards. This is the mechanism that allows for arbitrary user defined reporting.
  Add LoadCSV, TransFast and TransSafe functions to wizards.
  Add Exec and CreateCSV wizard functions to wizards.
  Add PO & SO Department & Cost Centre defaults.
  Add framework for Exchequer Enterprise interface.
  
• 19/02/04 Version 21.2.1
  pohView et al, show their ref as a column [2249].
  Allow for a blank our part num in the enquiry ack document.
  Provide a licence transfer facility [2343].
  Update using wizards MUN110 for virtual files.
  Allow for woh schedule delete failing [2274].
  Allow for pol schedule delete failing [2274].
  Add a specific date format default for L&L dates [2301].
  Add date pictures to gxEditPicture [2301].
  Add zbTransferLicence to menus.
  Add mcMethodUnMakeItem, mcPartIsPartItem, mcPartIsOutputItem [1817]. This is the mechanism that allows the parts lists for steps to be shared.
  Don't consider a material that can be bought as a multiple output [1817].
  Add propagation of pol:NomCode to poi:NomCode.
  Integrate poi:CostCentre and poi:Department.
  Allow user to select sub-con or buy when there is a choice (see pohOrder:polUp).
  Add accounts tab to POL edit form, integrate cost centre & dept concepts.
  Clear the InAccounts flags when CusSup is cloned [2219].
  Add mch:DisassemblyLayout and mch:PurchaseLayout.
  Change eth:TheirEnquiryDate from a STRING(8) to a LONG [LL_date].
  Extend POL notes from 1024 to 2048 chars, add pol:NomCode.
  

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

15/12/03 - Version 21.1.29-21.1.45

This section includes highlights of versions 21.1.29 to 21.1.45.

• 26/07/02 Version 21.1.29
  Minor tweaks associated with the Sage Line 100 interface.
• 03/08/02 Version 21.1.30
  Add a detailed audit trail to log user activity.
• 06/08/02 Version 21.1.31
  Extend Sage Line 100 interface to include due days on invoices posted. Add an option to post consolidated invoices to the accounting system or line-by-line.
• 13/08/02 Version 21.1.32
  Extend addresses from 6 lines to 8.
• 14/08/02 Version 21.1.33
  Add facilities to force serial number entry when booking-in stock.
• 15/08/02 Version 21.1.34
  Provide a facility to allow an import to be 'backed-out'.
• 12/09/02 Version 21.1.35
  Add the notion of volatile stock that 'evaporates' when it is booked-in.
• 19/09/02 Version 21.1.36
  Introduce time-of-day awareness to the resource allocator. Introduce 'tip-of-the-day' messages. Add a major new user note to describe how to use the integrated document designer. Allow user defined messages to be attached to system generated tickles. Add a facility to bulk change references to/from groups/specific resources in all methods.
• 18/11/02 Version 21.1.37
  Minor tweaks and twiddles.
• 23/11/02 Version 21.1.38
  Extended the scheduling system to explore all part choices and pick cheapest/quickest rather than just use the first to succeed. Introduce a mechanism to allow ad-hoc works orders to survive the overnight auto re-schedule even if they have not been approved ('sticky' ad-hoc demand). Provide a report to do VAT analysis (provides all the information needed to fill out your VAT return). Suppress blank address lines when printing documents. Make security scheme setup easier and introduce the ability to specify specific overrides on a per-person basis. Provide a means of setting the cost/hour rate for all workers logging time by the SFDC system even when they are not identified as a resource. Extend SFDC system to allow reject/failure logging without the need to switch out of the SFDC system. Extend SFDC system to auto detect method steps with two resources (e.g. machine + person) and allocate time against both. Extend SFDC system to introduce the notion of logging off jobs without stopping the job (i.e. someone else is still running it or its running unattended). Simplify stock taking/adjusting system.
• 14/01/03 Version 21.1.39
  Add a separate report to show sales invoice value rather than mix it with the sales order value report. Provide a means of tracking dispatch pick list printing prior to approval. Extend the 'work-to' list reports to allow their use with SFDC as an altrenative to the works order. Provide "Page N of M" facility to all reports. Add option to auto log product completion when quantities are logged against the last step of a method. Allow for resources that are free when evaluating cheapest within a group of varying capabilities. Make SFDC system robust with respect to attempting to scan bar-codes in the wrong order.
• 09/02/03 Version 21.1.40
  Add settlement discount handling for both sold and bought materials. Add an option to auto log (multiple) outputs when log a completed quantity against the last step in a works order. Add a set of defaults to specify a JIT scheduling 'comfort-zone' to give yourself a safety margin with respect to unexpected delays. Extend SFDC system to auto log-off 'helper' workers when an 'end-run' is logged for a step. Provide a scheduling option to ignore non-done returns (useful in contexts where actual returns are hard to predict).
• 13/03/03 Version 21.1.41
  Provide a sample invoice and credit note layout that is portrait and suitable for folding into a DL envelope. Introduce the formal notion of over-time hours and scheduling rules about when they can be used. Introduce the notion of 'tentative' hours for use when doing 'what-if' experiments. Add a scheduling option to find the most expensive solution (useful when quoting). Provide a mechanism to play 'what-if' experiments with an arbitrary selection of quotes. Add an interface to the public domain scripting language Tcl/Tk. Match-IT can now invoke arbitrary Tcl/Tk scripts and those scripts can access Match-IT facilities. Provide a threshold to switch from working days to elasped days when calculating supplier lead times. Provide a machanism to segregate contacts into different types: general, delivery, invoice, other. Treat a schedule start date of TBD as never (useful to add an order but not to do any work for it).
• 16/06/03 Version 21.1.42
  Extend reject handling to allow specific reject rates to apply to the use of the material in methods (i.e. reject rate is dependent on the method not just the material involved). Extend methods and the scheduler to introduce the notion of 'shared-steps'. Shared steps can use as many people as are available to reduce the elapsed time of the step. Add a mechanism to auto sync workstation clocks to the server (not for Win95/98/Me). Complete revamp of the stock value reports to provide more options and clearer reports to your auditors. Extend the bar-chart system to show a chart for all the elements of a sales order line.
• 22/07/03 Version 21.1.43
  Revamp sales order value summary report. Provide a mechanism to auto select an appropriate part/price during order entry dependent on the quantity. Provide a mechanism to specify list prices based on any quantity break. Use right-click on an ellipsis to open the LType editor protected (i.e. show the detail instead of a pick-list). Provide diagnostic tools in the bar-chart to help answer questions like "Why is there a gap in this schedule?". Add a separate report to show dispatch values rather than mix it in with the sales order value report. Add a new report to show your current order book value. Add facility to approve a works order but hold it until the planned date.
• 12/09/03 Version 21.1.44
  Revamp the works order hours summary reports. Provide a mechanism to allow an arbitrary delay between raising a PO and approving it. Add facility to prohibit a supplier invoice approval if there is a significant price variation. Revamp the enquiry/quote value report. Revamp the purchase order value report. Provide a stock over max limit alarm system. Extend the locked instances system to cope with locked sub-assemblies/parts as well as the top level product. Extend the purchasing tickles system to switch from a supplier dispatch reminder to a carrier delivery reminder once the supplier has confirmed the dispatch. Extend the work-to lists to show both plannedand approved worjk at the same time. Provide a nominal code breakdown when posting consolidated invoices to Sage Line 50. Provide a mechanism to post settlement discounts to Sage Line 50 as a separate line. Provide a facility to print a consolidated dispatch pick-list for all dispatches raised that are not approved. Add a separate VAT code for buying (each material can now have one for selling and another for buying).
• 04/11/03 Version 21.1.45
  Provide an NT service to schedule the AGENT instead of relying on the standard Windows scheduled tasks facility (or the AT command). Auto check/set the Windows registry settings required to ensure reliable operation across the network each time Match-IT start. Extend the file import system to allow access to 'DROPs' during legacy data transfer. Provide a standard import script to transfer Sage Line 50 nominal codes to Match-IT. Provide a general mechanism to show full names as well as short names when displaying object names in fields and lists. Introduce the notion of a 'legacy' sales order (a sales order imported from a legacy system during the change-over to Match-IT). Add a restore from Match-IT backup facility within Match-IT itself (its now part of the file recovery system). Transfer "Terms Agreed?" status to Sage Line 50 when create a new account (reflects customer/supplier approval status in Match-IT). Compress addresses with more than 6 lines to 6 before transfer to Sage Line 50. Provide an option to stop Match-IT continually synchronising the workstation clock to your server (it just does it once on start-up). Provide a facility to auto store all letters written to customers and allow them to be easily called up for sending again.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

31/07/02 - Version 21.1.21-21.1.28

This section includes versions 21.1.21 to 21.1.28.

• We've implemented a discount price matrix. Its based on the (new) concept of a customer class csh:Class = a Kode of kdCusClassClass). The matrix can be thought of as a 2D grid with mch:Class as one axis and csh:Class as the other. An MCQ record (aka selling rule) is defined at the intersection. The MCQ record defines the margin and/or discount and/or price to apply. We've updated the help system to describe it. Right-clicking on any price related field in the MCH, MCK, CSH, MCQ will get you to the help. In effect there is a 4 level hierarchy for discounts and margins, the MCK is the top, then the MCH then the MCQ(s) then the defaults. See also next item.
• If you right-click on any price field in any material record and select "Whats This?" some hint text will pop-up, included in this is a link to explain how the discount matrix works. In summary: set-up material classes to taste and assign them to material records (the easiest way to add a new class is to use the "New" button on the class selector that pops up when you press the material class ellipsis). Set-up customer classes to taste and assign them to customer records (again, the easiest way to do this is use the "New" button on the class selector that pops-up when you press discount class ellipsis). Set-up a 'selling rule' record for each material/customer class combination that defines the discount to apply for that pair. The easiest way to setup the a selling rule is to use the "New" button on the selling rule list that's shown to you when you press the "Selling Rule" button on the Price tab of any material record. PS: This idea of finding/defining things by "drilling-down" is a very useful way to drive Match-IT. You'll soon find you can get anywhere you want from anywhere like this.
• We've extended the SageReset wizard to provide a facility to reset invoices as well as customers/suppliers.
• A lot more "What's This" help has been added. Note that you can also get "What's This" help on individual browse columns.
• We've extended the scheduler to implement the concept of a 'buy' step. A 'buy' step is a sub-con step (of any sort) that is the *first* step of a method *and* it has no parts. If this condition is met the scheduler creates a conventional PO for the first step and the WO proper starts at the next step, otherwise a sub-con PO is created. If the user really wants a kit-less sub-con as the first step, they must precede it with a dummy STEP with no resources and no parts. The UI has not changed (except some "what's this" help has been added). This facility is useful when the bought thing is unique to that method, e.g. a billet. It means a buy material record doesn't need to be created. Tested OK.
• We used to not allow a sub-con PO to be un-approved under any circumstances. We've now relaxed this restriction. The restrictions now are the same as un-approving a WO; i.e. there must be no progress (on outputs or returns) and there must be no approved dependents (down-stream WOs started early).
• We've extended the sales order value summary browse to include a new date filtering option. The new option is "First planned or actual partial delivery". When this is checked all sales lines with *any* dispatch are included, even if the order is not fully dispatched. This is useful to find the true dispatched value in a period when the orders involved are only partially delivered. Contrast this with the existing "Last planned or actual fully delivered" option which effectively only includes orders that are fully delivered or planned to be fully delivered. The existing option has been renamed to the above. The original name was "Planned or actual delivery date".
• There's a new browse on the stock (MS class/module) movement file called mscViewActivity. It can browse any movement type over any time period. Its bolted into the standard menu under 'Inventory'. It can be used as an audit trail for stock transfers and stock adjusts etc.
• We've tweaked the printing system such that in contexts where a copy count can be set (e.g. when printing labels), that count is interpreted as a *MULTIPLIER* on the number of copies set for the layout. So, for e.g., if the layout says 2 copies and user says they want 3 copies of a label, it'll actually print 6.
• We have uncovered an extremely subtly bug in the tesselator. The nett effect is that when the conditions are 'right' a schedule will fail when the qty goes over a certain number. In our particular case, a qty of 1..11 was OK and 12+ always failed.
• We've completed the initial cut of the free issue stock system. Simple tests here show it works as intended. To use the free issue system, just check the new "Is Free Issue" option on the material catalogue record. When you do this, several things become possible. You can book-in to it straight away without the need to raise or approve a PO. Also, its not necessary to define any 'suppliers'; if you do they'll be considered from a lead time perspective; if you don't the planning system will just use the default lead time. When booking-in, the process is as usual except you select the *customer* its coming from. On the supplier selector, there's a new check box "Include customers". Checking this will put the customers in the select list as well as your suppliers. Just select them as normal. You'll also see some new event types in the diary - "Call-in free issue" is keyed to when the customer needs to ship the stuff to you (its a renamed "Raise PO" event). You'll see the term "call-in" to refer to the requirement for free issue in various places. There's a new 'schedule' you can attach to your menu that shows all outstanding call-ins, they'll auto clear when its all booked-in. Free-issue items will also appear immediately in your delivery schedule and you can raise DNotes from there in the usual way.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

05/03/02 - Version 21.1.20

• Allow user to override paper (design) when approving documents.
• Add a facility to auto-create the missing records that appear in the missing record list.
• Don't propagate AcknowledgedOn/By date when repeating a PO (fix).
• Add defaults to control the window, entry and text background colours"
• Allow consumables to be dispatched.
• Treat consumables conventionally.
• Add nominal code analysis report tool.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

09/02/02 - Version 21.1.19

• Improve browse refresh handling when tree controls are involved.
• Improve efficiency of PO and sub-con schedule browses.
• Force legacy systems to inherit the latest event viewer connections.
• Don't shut-down resources after their disposition date.
• Have the MC module cache running *all* the time (like MS and UM).
• Allow METHOD records to be removed even if they are referenced.
• Don't give message about no unit conversion when retrieving material prices.
• Add a guard to prevent a purchase line being deleted from an approved PO.
• Add changes and checks to generally improve the robustness of the scheduler.
• Return an UNDEFINED cost if costing schedule fails. This will then be propagated to show that the costing failed. NB: the result of any mathematical operation with UNDEFINED is equal to UNDEFINED; e.g. 5+UNDEFINED=UNDEFINED.
• Allow unit-less quantity when accumulating sales order value.
• Improve readability of WO messages.
• Add access to log step progress from wohInProgress.
• Show use-full-batch-costs setting when showing material cost breakdown.
• Allow unit -ess quantity when accumulating quote values.
• Re-organise the schedule log to make easier to read.
• Add Price 'logical type'. Any UnitPrice/Price/Unit pairs are now encapsulated into a single logical entity to avoid confusion.
• Don't repeatedly give the same error; show it once and then be quiet about until the context changes.
• Re-organise training workbook.
• Change name of Main Menu to Functions.
• Always go to the dispatches to be approved list after creating a DNote, even if only doing one.
• Make auto-complete WO form more obvious WRT actions required.
• Always go to the orders to be approved list after creating an order, even if only doing one.
• Update material when costs are out of date even if not changed.
• Add 'ALERTS' standard list name and extend list handling primitives.
• Provide a means of viewing the alerts produced by the auto scheduler.
• Add facility to log missing records; the record must have a failed attempt at being loaded to get into the list.
• Auto start the approp application when create a CSV print.
• Don't ask for a printer when print HTML PO.
• Add WhereUsed button to delivery note line forms.
• Add delivery note number column on delivery note line browses.
• Allow for batches disappearing during a reserve schedule operation.
• Tender offer driver - only write TheirPartNum into OurPartNum if OurPartNum is blank.
• Drop ToolTip text completely when its turned into Whats This help.
• Add packs per day consideration to supplier lead time.
• Add labour standard nominal code.
• Change semantics of an adjust move to be an issue/un-issue not a create/un-create.
• Check certified strategy too when approving a WO.
• Provide facility to un-sign-off a WO if it's been done by mistake.
• Provide facility to book-in arbitrary *outputs* from a WO (to compliment existing arbitrary return book-in).
• Add concept of certified stock handling.
• Don't allow batches to be considered more than once when searching stock (fix).

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

28/01/02 - Version 21.1.18

• Add poSCOrderTransitDelay to model sub-contract transit delays.
• Allow for end of ordering day threshold when show earliest delivery date on a purchase line.
• Add by order grouping to poDeliverySchedule.
• Add STEP dwell-time handling.
• Add WO module browse to show works orders in progress.
• Fix problem in stock allocator WRT only getting batches on a single date.
• Introduce notion of 'no time' in the clock editor.
• Add ability to do a resource reschedule of a WO from within the WO detail form.
• Fix bug when setting batch costs that removed the value of returns twice.
• Fix bug when signing off a job that removed the value of returns twice.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

26/01/02 - Version 21.1.17

• Update copyright date in start panel.
• Make steps before parts when scheduling ASAP and parts before steps when doing JIT.
• Improve the efficiency of the resource day cache.
• Increase station name field from 8 chars to 32.
• Locate/verify Match-IT registry (data\matchzfr.tps) on start-up before anything else.
• Fix some problems with old registrys.
• Ignore urgent when doing JIT. NB: If JIT fails, it'll turn round and do ASAP, then urgent is considered. This means it will not overspend unless it can't do it normally.
• Look for cheapest resource mix when there are choices, unless its urgent, then use the quickest.
• Introduce the concept of time-of-day into the scheduler.
• Add access to resource weeks from standard resources menu.
• Add auto label printing user interface.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

07/01/02 - Version 21.1.16

• Enhance costing algorithm to amortise setup costs over the minimum make quantity rather than the costed quantity, id the costed quantity is less than the minimum make qty. For example if you're costing 1 off but always make at least 10 off, the costing algorithm will effectively cost 10 off and then linearly estimate the cost of 1 off based on this. This avoids incorrect and high costs for small ordered quantities.
• Allow tickles (Diary events) to be directed at users.
• Fix scheduler price break bug.
• Finish material caching. This can speed up large large schedules by 2 or 3 times.
• Perform a reschedule when approving a works order, creating a dispatch and creating a PO. This make kit utilisation much more effective and makes sure that Match-IT handles the effects of manually editing kit lists. Where possible the existing kit lists are used so that you can manually select different batches etc prior to approval/creation. This solves many problems created by starting works orders in a different order to that in which they were scheduled, including inefficient use of kit self-referential returns.
• Add a facility to mark a material as requiring it's own stock so that it's not used by the scheduler for something else.
• Add cost breakdown information(raw materials + setup + running + sub-cons) to the material detail window. This facilitates more accurate costing.
• Correct mis-reporting of side-effects when got an in-line sub-con as the last step.
• Show kit state on WO paperwork.
• Warn if creating a DNote with no qty.
• Provide a facility to auto approve/complete WO's when creating dispatch notes.
• Extend scheduler file caching on local workstations.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

04/01/02 - Version 21.1.15

• Set normal default for auto including carriage on invoices to "No".
• Fix CofC numbering.
• Turn off MRU list by default.
• Allow for direct user entry of dimensions when entering a quantity.
• Ignore actual costs on non-done batches.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

04/01/02 - Version 21.1.14

• Remove customer part review check list (Cus Part Record). Add WO book-in check list.
• Add SO Pre-ack letter paper so that a response can be make prior to formal acknowledgement; receipt of order for example.
• Add inspection check list facility to inspections.
• Provide a mechanism to populate the Whats This? help at run-time within Match-IT itself.
• Fix stock value bug.
• Allow manual editing of the credit update date in the customer account record.
• When approving a WO do all the checks before ask to confirm to do it (to be consistent with other approve actions).
• Fix bugs in the stock value summary browse.
• Provide an explicit error message when trying save a sales order with no order number.
• Fix scheduler problem that is losing the discount on the min order charge.
• Scheduler caching optimprovements.
• Remove cost feedback when calculating part yield in method record detail (mcbView:Up) - its misleading.
• Use the scheduler to perform estimated costs. This means they will be much more accurate now.
• Extend the capabilities of "multiple-outputs (fractional costs).
• Ask before setting price etc from quote or contract in sales line window.
• Add training Workbook power point presentation.
• Add a tickle (diary event) to warn of stock over it's max limit.
• When checking for duplicate customer order numbers, ignore approved orders older than the new soOrderCheckDays default.
• Fix a problem that causes sub-forms to appear to need saving again after a save.
• Provide a means of defining a cost price for a made materal before the method (fully) exists.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

06/11/01 - Version 21.1.13

• Add list of batch numbers to works order reporting file. Can now use this in L&L layouts.
• Fix problem that sometimes changed the supplier pack qty to the material ref qty units.
• Add pricing columns to the list of all customer part numbers (mckView).
• Fix problem with using the HTML generating layouts.
• Fix problem whereby some batches appeared a 'dead' when clearly they should not be.
• Allow for in-line sub-cons when creating DNotes from goods awaited list.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

19/10/01 - Version 21.1.12

• Extend PO/WO layouts to allow for multiple outputs.
• Make resources and resource groups drag sources for the method editor.
• Add facility to populate a sales order with all the outputs of a container.
• Allow for blank Their Part Num/Name on Dispatch Note and Sales Invoice L&L drivers and all other docs. Only use a single line default address.
• Fix bug when booking-in works order output that doesn't get the remaining quantity corerct.
• Fix resizing problem in sddSchedule.
• Fix formatting problem in cshviewbuys.
• Fix importing wizards after they have been donwloaded form the web site.
• Don't nag about out of date costs when getting a cost; rely on the diary instead. It's now up to the user to keep costs up to date via the events in the diary.
• Add VCR (Next,Previous etc) support to mchView:Up (material detail) so user can enter a list of products quickly.
• Fix problem that prevented WO progress being logged in certain contexts.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

06/09/01 - Version 21.1.11

• The release notes have been converted to HTML so they be read easily. Can also be emailed etc now.
• Allow (with warning) dispatches to be raised against sales lines with nil or undefined value. Useful if job is charged at end of production but product is shipped incrementally.
• Don't allow invoices to be raised or approved against sales lines with nil or undefined value.
• Fix bug in scheduler which resulted in missing purchase orders and missing works order kit.
• Fix bug which was resetting "use special price" in a sell record (mckUpdate).
• Shop floor data collection has been integrated into Match-IT. Works orders can be printed with bar codes for the WO number and resources allowing progress to be booked in rapidly via a new menu runnable window (woSFDCmain). Facilities are also included to print user ID badges with bar codes so that badges can be 'swiped' at data collection PCs. Resource bar codes can be stuck on resources and additionally printed within works orders. Please contact support@make247.com is you would like to integrate SFDC into your company.
• Add 1D:Roll as a new standard profile.
• Extend the import filter to allow arbitrary word separators when extracting symbols from sub-strings (currently only allows commas). Allow up to 128 fields per record when importing.
• Always format sub-con products in terms of the last step name. This stops the inconsistency whereby in-line sub-contracts that were the last step of a methods were formatted differently to those that were not the last step of a methods when printed to paper.
• The works order part of the Performance Analysis tool (frPerformanceAnalysis) has been extended by 2 new options. Over any date period it can show you how your actual hours logged against works order steps matches up to the times defined in your methods. Another option shows you how well your resources are being utilised - i.e. a measure of actual usage (from progress logs) against machine capacity.
• A new menu runnable works order process has been added (worHoursSummary) to give you a detailed breakdown of works order efficiency against methods. There are various options available. You can drag this new process into your ribbon menus from Processes+GoAnywhere or run it from Processes+GoAnywhere or get to it from the Summary tab of the Performance Analysis (frPerformanceAnalysis) window (the Hours button).
• Upgrade to List and Labels version 8.007. This may fix the bug which caused Windows 95 machines to crash when generating L&L reports.
• Always format sub-con products in terms of the last step name.
• Don't allow SFDC by non-production workers.
• Add Sage Line 100 support. Update Match-IT User Note 127 - Connecting to Sage L100 (multi-currency export).
• Introduce notion of a default currency for a customer/supplier (csNativeCurrency). Use customer native currency as the context for money when creating enquiries. Use customer native currency as the context for money when creating orders. Return buy/sell prices in supplier/customer currency (csNativeCurrency). Use customer native currency as the context for money when creating orders. Use customer native currency as the context for money when creating invoices. Export invoices in native currency when going to Sage L100. Import customer native currency from Sage L100.
• Provide facility to drag a method from a product into a method as well as from a library. Provide Drag & Drop of a resource into a method that auto makes a resource record. Provide D&D of a resource group into a method. Provide D&D of a material into a method that auto makes a part record.
• Create a log file when do auto schedule and provide a facility to view it.
• Improvements and extensions to multiple-output facilities.
• Deal with committed kit when a sub-con PO completes. Cancelled and manual set delivered=release kit (remove it), booked-in=use the kit (do it).

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

01/09/01 - Version 21.1.10

• Delete MRU list objects in reverse sequence order.
• Remove direct access to msi:State; i.e. the state of a stock batch.
• Filter out records with no handle when deformatting an object.
• Add a new works order (WO) default called pessimistic progress logging. When asserted the default qty entered into a progress form is nil. When not asserted the behaviour is unchanged from previous releases; i.e. the quantity entered by Match-IT by default is the remaining quantity.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

09/08/01 - Version 21.1.9

• Fix problem in msRemoveKitList that doesn't dump committed issues.
• When normalising a 0D thing, allow for sillies like using metres instead of each.
• Provide device label printing facility from wohInspectSteps.
• Allow object - non-object unit conversions.
• You can now add Multiple output (MO) records to any step in a method. A MO record means that as a s-de-effect of this step a quantity of the specified material will be created. It looks very much like a opart recprd but has the 'opposite' meaning. Thus there must me a MO material in the materials catalogue before you can refer to a MO in an MO record. This is necessary so that more than one method can create the same MO. When you schedulea method that has MO records the MOs appear as output batches on the *appropriate* WOs (which is why MO method records are contained within method steps). MO batches appear as outputs to the WO in addition to the main batch unless the material that the method is for (the top level material being scheduled) is marked as a 'collection' - in which case only the MO batches appear. A sales line can reference a top-level containing material or a MO material itself. In the latter case the scheduler looks for a container that makes the MO and schedules an appropriate qty (having checked stock for the MO first) of the container, then looks in stock again.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/07/01 - Version 21.1.8

• Stop sohOrder:solUp editing resetting the cancelled/dispatched/invoiced status.
• Add user badge printing.
• Increase user ID from 8 to 32 chars.
• Allow for 32 char station names.
• Allow for merging of PO lines across diff suppliers when raise PO's.
• Add ability to log any resource to a job.
• Only consider actual costs in woGetCost when the job is not complete.
• Only include done kit/returns when costing a PO.
• Allow PO price changes after fully delivered but before fully invoiced.
• The MRU list has been around for a while but it's not controlled by a default. When starting Match-IT you will notice that a little window appears called the "MRU list". This is a list of Most Recently Used records; think of it like the History bar in Internet Explorer; double clicking on a record brings up the edit window for that record. For example you may have been editing a material recently and need to edit it again; instead of going back to the Materials Catalogue and finding the record you can just scan down the MRU list and double click on the appropriate entry. Those records used most recently appear at the top of the list. The list is usefully resized to be thin but long and placed at one side of your Match-IT desktop. It's appearance at startup is controlled by a GX module default called "Auto start recently used list"; as such you can configure Match-IT to have the list appear on a site/station/user/role basis. Try it and let us know what you think; please don't hesitate to send critical feedback.
• Add Sage Line 100 interface infrastructure. Connecting to Sage Line 100 is described in Match-IT User Note (MUN) 127. MUNs are available via the Help menu.
• This version of Match-IT uses L&L (List and Labels) v8. L&L is the tools that allows you to design your own custom reports. v8 includes a page-break facility as well as numerous other enhancements. The Match-IT help file contains a complete list of the files and fields that can appear in L&L reports.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

01/07/01 - Version 21.1.7

• Maintain step order when showing works order bar chart.
• Add standard location of Quarantine in boot set.
• Add direct access to trace alerts from schedule results summary form.
• Add default to control the delay between receiving a supplier delivery and expecting their invoice.
• Add facility to mark empty batches as dead from the non-moving stock report.
• A non-moving stock report has been added to the stock (MS) module together with write-off/scrap options. See the process (Processes+GoAnywhere) called msiNonMoving. NB: you can drag processes from this browse directly onto your ribbon menus. Right-click on ribbon menus to reorganise.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

24/05/01 - Version 21.1.6

• Fix error that mis-reports free time on a resource.
• Allow for no design assy when sign-off a WO.
• Look at top step of method too, when checking if a thing is sub-contractable.
• Fix tesselation of height.
• Fix problem in mcGetCosts that can cause divide unit conversion problems.
• Stop suppliers duplicating on library methods when import musthave.pak.
• Allow for failures when transferring moves to a booked-in batch.
• Allow for committed issue moves when determine if kit items are in stock.
• Fix check-box behaviour on woStepPriorities.
• Add a default to turn off credit checks.
• Add Option to not integrate WO progress during an auto re-schedule.
• Don't merge demands when NoMix is asserted.
• Extend trace facility to handle contracts.
• Add re-prioritise multi-line include option to SO re-scheduler.
• Allow for up to 128 browse print fields.
• Add option to soValueSummary to show only outstanding lines based on despatch date.
• Add filtering capability to all multi-line selects.
• Add product column to the resource work to list (rsuView).
• Warn when an un-approved material is selected in mcEditMaterial.
• Add batch instance number to DNote and CofC and Dispatch device label.
• Add facility to put a customer 'on-stop'.
• You can now right-click on a column browse to search for a string contained in that column.
• A new browse has been added to the purchasing system. shows a list of those purchase orders waiting to be acknowledged. Acknowledge in this sense means that the supplier has acknowledged that the order has arrived. Add PO lines waiting to be delivered browse. Add PO lines waiting to be invoiced browse. Add multi-select capability to deliveries awaiting book-in.
• When stock arrives for WOs that were started early it used to be the case that the kit was auto allocated to the WO. This has proved to be dangerous and it's not a manual operation to do the issue. A new browse has been added to show a list of 'stock shortages' - you can select those items that have arrived and perform the issue from the browse. mscViewShortages

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

23/05/01 - Version 21.1.5

• Allow for no our part num in quote lines.
• Add infra-structure ready for Multiple outputs.
• The sales contcat functionality has been extended to allow contract lines to be scheduled.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

05/05/01 - Version 21.1.4

• Allow for rolling over midnight when waiting for a response to a message.
• Fix some problems with serial numbers.
• Fix set fully dispatched check box in sales line form.
• Fix import problem that sometimes prevented the creation of autoinc keys.
• Allow for dimensionality changes when calc PO and PI prices.
• Abort backup if path not found.
• Don't consider ignored reserved batches to be WIP when checking stock cache.
• Don't complain about the non-availability of printers if doing local with preview.
• Add bulk WO book-in facility.
• Add ability to approve all DNotes at once.
• Add ability to directly enter a DNote qty.
• Allow for special discounts when go standard price method in a customer sell record (MCK).
• Allow works order step (WOD) to be generated for any date.
• Add multi-PO create and approve facility.
• Add ability to create all DNotes at once for all customers.
• Add total order value to PO layout.
• Add Milligramme as a standard measure.
• Tweak the way browses look WRT grid lines and data offsets.
• Make stock invention more friendly when doing a series using the same batch#.
• Effors have been made to minimise the holes left between series numbers on successive documents and batches. The system will now give back series numbers for unspproves or un committed stock when it can. Facilities also exist to use up old serial numbers left lurking by earlier versions of the system.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/04/01 - Version 21.1.3

• Match-IT's dimension handling has been extended beyond the simple 0D, 1D, 2D idea. You can now define your own 'profiles' that define what dimensions a material has and what they mean. A number of common profiles are pre-loaded, e.g. Items, Bars, Sheets, Tubes, but you can add more of your own. The facility includes the ability to give names to the dimensions, e.g. "Diameter", "Gauge". Every place in Match-IT that expects a quantity is now aware of the profile and will only present entry options that are consistent with the profile. Also, the existance of these profiles means Match-IT is better able to perform unit conversions. There are now many few cases when match-IT cannot work out what a suitable unit conversion needs to be.
• The sales order approve process has been streamlined to allow multiple orders to be approved at once. Also, they will be auto scheduled as necessary (unless you tell it not to).
• The main event dairy (tickle list) now only shows one event of each type per day by default. This dramatically reduces the 'clutter' in the diary. E.g. if there are 30 items that need to be purchased on a particular day, only the first one is shown. Also, tools have been added that allow you hide events by example, e.g. select an event and tell it not to show events of the type selected, or to show only events of the type selected.
• The "reference weight" defined in a materials catalogue record now defines the density and not the unit weight. Previously, the weight specified the weight of one item of the size of the material. This was inconvienent when the size of the material was changed as an appropriate adjustment had also to be made to its weight. Under the new scheme, the weight applies to one unit of length by one unit of width by one unit of height. E.g. for a sheet of 1 Metres by 2 Metres, the weight is specified as the weight of a piece 1 Metre by 1 Metre. This means its valid for all sheet sizes.
• The purchase order summary report now shows outstanding delivery values and outstanding invoice values. This means you can use it to determine your outstanding financial committment to your suppliers.
• The sales order summary report has been extended to show the gross margin on every order line as a % as well as in £'s. Also, the sales order line detail form has been extended to show the actual gross profit and margin as well as the estimated.
• Within a method, the time required to do an operation can now be specified in terms of the throughput per hour as well as the original time per cycle. E.g. you can enter "60 per hour" or "1 Minute" and they mean the same thing.
• The units of measure system has been extended to allow it to automatically convert to the most 'appropriate' units when displaying or printing a measure. E.g. if a measure has the value 10,200 grammes, it will display as "10.2 kgs". This is most useful in methods, e.g. if you specify that 27 grammes is required of a bought material, the purchase order created when making 100 parts will show 2.7 kgs instead of 2,700 grammes.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/03/01 - Version 21.1.2

• A browse has been added that allows you to view all supplier part records across all suppliers in a single list.
• You can now set a default make method. This method will be used for all manufactured parts that have not got a specific method. This is useful when you first start using match-IT as it allows you to produce works orders straight away before you've told Match-IT what the routing is.
• The third dimension (height) as been added to the existing facilities that handle length and width. This means you can setup generic material records that you can buy (or make) in any size. For example, plates where the length, width and gauge can all vary. A single materials catalogue entry can handle all variations.
• When entering a measure, you can now type the unit name as well as the picture symbols to identify the units being used. E.g. typing "1 Kilo" or "1 kgs" are equivalent. Also, just typing "Kilo" or "kgs" will be interpreted as "1 Kilo" or "1 kgs".

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/02/01 - Version 21.1.1

• The material selector now provides a 3 tier hierarchy based on Class,Group,Family. The old material selector, that provides the derived part option, is no longer used unless the 'Use Legacy Material Selector' default is set. The new system allows you to find parts from a very large catalogue very fast if you use an appropriate Class,Group,Family coding scheme.
• A new diary entry has been added that is keyed to the expiry date of lifed stock. This means you will be notified if a lifed item expires before you've used it all.
• All Match-IT produced labels are now compatible with standard Avery address labels (2 x 7 per A4 sheet). You can edit them if you use other types of label stationary.
• When a browse is 'printed' to a CSV file it is now produced in a format that is directly compatible with Microsoft Excel. This means it can loaded straight into Excel for analysis or whatever.
• Match-IT has relaxed the constraint on account codes to all a customer with the same name as a supplier to have the same account code. This was done because Sage Line 50 allows this.
• A phantom assembly is an in-line assembly within a method that is neither bought nor made. This is useful for things like photography that may or may not be charged to the customer. They need to exist but you don't want them to appear in your main materials catalogue.
• A few short-cuts have been added that allow you to quickly make a window as big as will fit on the desktop, or make it its minimum size and place it in the centre of the desktop.
• A facility has been added to automatically sign-off fully completed works orders after a few days. The default "WO Sign-off Delay" sets how many days to wait. If you set it to 0, works orders are never auto signed-off.
• The check-list idea has been extended to include approving a works order. This means you can setup a QA procedure to enforce your standard when works orders are approved.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

18/12/00 - Version 20.2.22

• The concept of a 'consumable' material has been added. A consumable material is something you buy and receive from your supplier but you do not want to track the stock levels for it. This means you can use Match-IT to buy it and track its progress up to the point of delivery and invoice but not have it appear as part of your stock. This differs from the already available 'service' idea in that you do not expect anything to be delivered for a service so there is no booking-in expectation. A consumable is expected to be booked-in.
• The max/min pack constraints you could always set on a bought item can now also be applied to a sub-contract operation. This also means that price breaks can be set for sub-contract operations in the same way as bought items.
• A purchase order layout that produces HTML code has been added. This means you can e-mail it your suppliers without them needing to have anything at their end other than an internet browser.
• A facility has been added to allow specific defaults to be directly edited from a button menu. Dragging a default from the default list and dropping it onto a menu will add a button to allow it to be edited. This makes it easy for you to setup a menu of defaults you regularly change.
• Dragging a wizard from the list of wizards and dropping it onto a menu will create a button that will run the wizard when pressed.
• All Match-IT documents can now be edited on-line via a fully integrated editor. You can also add your own designs to augment the standard ones.
• A facility has been added to show the *actual* bill-of-materials used to construct a batch. This will reflect what was actually done and may be different to the method. The actual structure is defined by the actual kit for a works order and where it actually came from. This information is permently available and is independent of any changes to the method. It also shows the estimated and actual costs of each part and highlights those actual costs that are 'significantly' different to the estimate.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

14/12/00 - Version 20.2.21

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

28/11/00 - Version 20.2.20

• A facility has been added to quickly find all sales order lines whose schedule failed so they can be examined to find out why. A failed schedule means there is something wrong with the method. A test schedule of the product involved or of the sales lines in inslution will tell you what is wrong. The new facility allows you to load all failed schedules into the re-schedule list so you can investigate.
• A facility has been added that allows any part of the Match-IT user interface (UI) to be changed on a per client basis. This allows us to bespoke appropriate parts of the system to meet client specific requirements without compromising the integrity of the system.
• An interlock to prevent local print requests being grabbed by the agent has been implemented. This will prevent an 'agent' that is being used as a print server from pre-empting local print requests.
• The resource week profile has been extended to allow the number of instances of a resource to vary over time as well as the hours per day. This is most useful when you are using a resource to model out-workers or temporary staff. You can now set the number of people you expect to be available on a week by week basis. The scheduler will then make use of them only when they're available.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

24/11/00 - Version 20.2.19

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

20/11/00 - Version 20.2.18

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

13/11/00 - Version 20.2.17

• A facility has been added that allows any browse to be turned into an HTML page. This can be viewed in a web browser and e-mailed, loaded to your web site, etc.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

06/11/00 - Version 20.2.16

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

25/10/00 - Version 20.2.15

• A facility has been added to allow you to restrict the latest date of any transactions that are posted to Sage. This is useful if want to hold back new transactions until you have cleared the previous months transactions in your Sage accounts.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

12/10/00 - Version 20.2.14

• A formal system of handling tooling in methods has been introduced. A new TOOL record can be added to methods that identifies a tool that is required to perform the operation of a step. A TOOL behaves like a PART in that it is allocated to the job from stock. If the tool does not exist it is created according to its attached method, by buying it or making it. If the tool is already allocated to another job, the job that needs it will be delayed until its available. When a job is signed off, the tool is automatically booked back to stock if it hasn't been booked back already.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

11/10/00 - Version 20.2.13

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

17/08/00 - Version 20.2.12

• A facility has been added to allow method elements to refer to qualifiers. This is useful in situations where there are a few significant specification elements that are required in various places in the production method. These specification elements can be collected together as qualifiers for easy reference and modification. This feature is in addition to the existing PPS (parametric product structure) feature.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

18/07/00 - Version 20.2.11

• A facility has been added to automatically add a line to a sales order to cover the carriage charges. This is an extension of the current facility that automatically added a carriage line to the invoice. The new scheme allows you to show the charge on the order acknowledge automatically. To use the new facility, you must attach a materials catalogue item to the carriage rule. Then whenever the carriage rule is invoked on an order, the attached item is added to the order. This new facility is useful when you are charging a fixed sum for the carriage irrespective of what you actually do when come to make the dispatch.
• The scheduler has been extended to allow you to set min and max batch size constraints on works orders. If a min size is set, no works order will be created for less than that quantity. A demand for less than the min will be raised to the minimum. If a max size is set, no works order will be created for more than that quantity. A demand for more than the max will be broken up into multiple orders. This is particularly useful if you have alternative resources available. The multiple works orders can be done in parallel and thus reduce the overall lead time.
• The scheduler has been extended to automatically merge demands for the same material if they are required within a few days of each other. This feature replaces the old scheme that merged purchase order lines as they where raised. The merging is now done by the scheduler itself and applies to works orders as well as purchase orders. Demands are not merged beyond any max batch size constraints you've set.
• A facility has been added to the re-scheduler that allows for faster re-scheduling when you are re-scheduling around a change of WO/PO kit or a changed quantity. In this situation the searching for related demands is reduced to the minimum necessary to allow the selected WOs and POs to be successfully re-scheduled. This is non-rigorous and could lead to other WOs and POs becoming orphaned (i.e. no longer required). These will be detected and removed during the next full re-schedule. Re-scheduling SOs is still rigorous as this is usualy being done due to changes in priority. This will never leave orphans. The facility is controlled by a new check box option in the re-schedulers options tab.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

21/06/00 - Version 20.2.10

• The locator (accessed by pressing F7 on a browse list) has been extended to allow the records shown in a list to be restricted to only those that contain a specific field value that you set. To learn more about this facility, go to any browse list, press F7 to activate the locator, then press the help icon.
• The defaults list, accessed by pressing F4, has new viewing options that allow you to restrict/expand the defaults that are shown to you. There are now over 600 defaults in Match-IT and its becoming harder to find the one you want. This new structuring facility is intended to help you quickly locate the most commonly required defaults. To learn more about this facility, press F4 to bring up the list of defaults, press the Viewing Constraints button to bring up the constraint options form, then press the help icon.
• A facility has been added to allow you to back out of a stock book-in (from a PO or a WO) that was made in error. This reverses the effects of the book-in provided things haven't progressed too far. You can then re-book-in the item correctly. To acces this feature for incorrectly booked in supplier goods, go to the supplier delivery line form and select the Action tabs. To access the feature for other cases, find the erroneous book-in move, show its detail form, then select the Action tab.
• A new sub-assembly type has been introduced that allows you to define bought material, that is specific to a particular product, within the method for the product itself. This means you can keep all related information together and it reduces the clutter in your main material catalogue as the special material does not show there. To use this facility in the method editor, drag an Assembly structure into the method, double click on the Assembly record, and select the Bought assembly type option.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

01/06/00 - Version 20.2.9

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

26/05/00 - Version 20.2.8

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

08/05/00 - Version 20.2.7

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

27/04/00 - Version 20.2.6

• This is just a maintenance release.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

17/04/00 - Version 20.2.5

• A "What's This?" help facility has been added. This provides help specific to a control when the right mouse button is clicked. There are a very large number of controls within Match-IT so it will take some time to populate all these help topics. The most useful ones will be filled first. The help file will be updated on our web site from time to time to allow you to donwload the latest help text.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

20/03/00 - Version 20.2.4

• A facility has been added to the customer and supplier lists that allows you to 'clone' a customer or supplier. This is useful because it creates a copy of not only the customer/supplier record, but also all its contacts as well as all the customer/supplier specific defaults that may be set for it.
• The network clock handling system has been modified so that the clock is allowed to go backwards. Also, if the clock is changed, in either direction, all stations will be forced to synchronise to the new setting. The network clock is also no longer updated from stations that are idle. This reduces network traffic when there are lots of stations logged-in but not actually doing anything.
• The formatting options available for showing stock quantities have been extended and can be controlled from a new default. The default is called 'Quantity Format', its in the UM group. You can also set a specific format for use when showing quantities of a particular type of material. To set this, go to the detail of the material record, select the 'Dims' tab and press the 'Advanced Usage' button.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

08/03/00 - Version 20.2.3

• The quality review system has been extended to cover purchase orders, goods-in, dispatching, purchase invoicing and sales invoicing.
• Two new tickle types have been added. These are managed by the scheduler and are set when it detects a problem that prevents it from scheduling a demand. The 'Product Problem' tickle is set to indicate a product or material has no acquisition method. This is set when a new materials record is created and cleared when you either define where to buy it from or how to make it. The 'Schedule Problem' tickle is set when a schedule is late or fails. This means its now very easy to find sales demands that have a scheduling issue to be resolved, just set the diary to show them. The problem will be described in the 'Schedule Alerts' now held within the document concerned.
• The tendering system has been completely re-worked to make it easier to use. You can very easily raise tenders for complete products or for any components in it. Tenders (i.e. requests for prices and delivery dates from your suppliers) can be raised from many more contexts, including from within a 'what-if' schedule. Also, tools have been added to allow you to quickly update your supplier part records from their tender reponses.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

17/01/00 - Version 20.2.2

• The security system has been extended to directly cover menus. This is in addition to the existing scheme that controls access to the processes invoked from the menus. This provides a very simple way to restrict access to the system without having to get deeply embroiled in process and file access privileges. When a user is not allowed access to a menu or a process a menu button is attached to, the menu or button will not be present to that user, i.e. they will not even be able to see it let alone use it. Access to the system is easily accomplished by right-clicking on a menu and selecting Edit Properties|Edit Menu Properties. Just press the Groups button on the form shown and select the user groups who are allowed to run the menu. You can now also directly access the groups associated with the process attached to a menu button. Right-click on the menu button you wish to control, select Edit Properties|Edit Process Properties, the process properties form is shown to you. Just press the Groups button and select the user groups that are allowed to run the process. Buttons attached to processes that are not accessable by a user will not be shown in a menu. This means each user only sees buttons that they are allowed to use in their menus.
• The stock allocation system has been extended to allow one of two schemes to handle stock with an expiry date. Previously, the stock allocator always allocated "soonest to expire" stock first even if the stock was newer than something else or was bigger than needed. An option has been added that allows you to specify that you'd prefer to always allocate stock on a "best fit" basis even if it means ignoring a bigger piece that will expire shortly. Other facilities have also been added to the scheduling system to aid in the initial take up of Match-IT. During your initial take-up, while you are transferring from your old procedures, it is useful to inhibit certain aspects of the scheduler while it hasn't got a complete picture of your work load. For example, if you don't wish Match-IT to initially control your purchasing, you can opt to define production methods with no parts. In this case you are just scheduling production time and not your raw material stock. To enable this feature, set the XP module default "Allow Methods With No Parts" to YES. Another option allows to you to work in an "infinite capacity" mode. In this mode, time is allocated as if all your machines are available when needed, i.e. it ignores your current work load. This is useful if you only want cost estimates and "best" delivery estimates. In this mode Match-IT will allow your resources to become overloaded. It is up to you to then work out how to fit all the work in. This mode can be set on a job-by-job basis. To set it for a job, go to its scheduling strategy, select the Advanced tab and check the USECAP option.
• A diagnostic aid has been added to help resolve/recover from certain types of file corruption. The aid allows any database to be viewed on any of its keys. A browse is created with a column for every field in the file. The browse created can be printed and also can act as a DDE source. This means the facility can also be used as an ad-hoc report generator.
• The first log-in after an upgrade causes Match-IT to run the upgrade wizard. This wizard performs various housekeeping functions required after an upgrade. Previously, this wizard ran on top of your usual Match-IT desktop. If your desktop was busy it could get lost under a mass of windows. The upgrade system has been modified so that your usual desktop is not restored on this initial log-in. All you'll see is the upgrade wizard. Once this has run you'll be asked to log-off. Your next log-in will then be normal and your usual desktop will be restored.
• The works order sign-off procedure has been simplified. It will also allow a sign-off in more cases. A sign-off is now allowed even if the works order you are signing off did not produce an expected off-cut and that off-cut is required by another job. Previously this was not allowed until you had modified the kit of the other job to use a different piece of material. The sign-off is now allowed and the kit for the other job is marked to show it will not exist. You will still need to modify the kit of the other job, but it can be left until you come to start it. However, an intermediate re-schedule of the other job will automatically re-allocate different kit.
• The menu creation/editing system has been simplified and extended. You can directly create and edit menus by righ-clicking on the menu or a button in it. This pop's up a menu that provides access to all the creation and editing facilities. You can also use drag-and-drop from the process selector and menu selector to add buttons and sub-menus to your menu system. Buttons can be moved within a menu by Cut and Paste. Right-click on the button you wish to move and select Cut, then move to the button you wish the cut button to be placed *after*, right-click and select Paste. The button will move to the new location. This is allowed even if the new location is in a different sub-menu.
• Match-IT's qualifier system has always allowed you to extend its databases to incorporate any information you wish. This system has been simplified and rationalised. The old qualifier system was based around the notion of a qualifier class that limited where the qualifier could be applied. The new system has replaced this class model with a file/field model. This is much easier to understand and apply with the slight disadvantage of stricter attachement rules.
• Match-IT's scheduler has always produced 'alert' messages that describe scheduling probelems, e.g. why a schedule is late, why a product cannot be scheduled, etc. These alert messages are now saved with the demand that caused them. This means you can review them at any time instead of having to review them when the schedule was created. This is particularly useful when investigating alerts raised during your overnight total re-schedule. Match-IT Technical Update 9/3/00 - Late and Failed Schedules As you know, after a full daytime or overnight reschedule of sales lines and minimum stock-levels Match-IT creates a system conversation summarising how many schedules were late and how many failed etc. Additionally, we now save any Alert messages that were generated by the scheduler in the relevant sales line record or material catalogue record. The idea is that if you find that a sales line does not have a schedule or is unexpectedly late, you can look at it's scheduler alert messages to see why. For a sales line, the alert messages are available in the (new) "Schedule" tab. For a material the alert messages are available in the "Stock" tab. You can reschedule sales line that are late or do not have a schedule (failed) by running the rescheduler (xpReschedule) and then using the multi-include options (soReschedule). Also note also that two new tickles have been invented - 'sales line schedule is late' and 'sales line schedule has failed'. These are to invasively remind you that there are sales lines in these states. The tickles will get cleared when the lines are successfully rescheduled. Finally, the 'raise dispatch', 'dispatch summary' and 'all sales lines' browses all identify late and failed schedules.
• The system used to prevent money rounding errors causing problems within your accounting system has been changed. In the places where money amounts are being totalised for a document (e.g. sales invoice value), each element is rounded to the money picture involved before it is added into the total. This means the total will always reflect the sum of the visual elements. If this is not done, then fractional penny amounts can accumulate to the point where the total does not appear to agree with the individual lines.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

04/01/00 - Version 20.2.1

• The way inter-file relations are handled has been completely re-engineered. This has no impact on functionality. It improves database writing performance slightly. It reduces the overall size of a Match-IT database by typically 40%. This is achieved by using multiple keys on each data file to allow relations to be found instead of placing them all in a single relations file (the 'LSR'). A separate relations file is no longer needed. The advantage of this scheme is the reduced overall size, the dis-advantage is that deleting records with lots of children may sometimes be slower. This effect has been minimised as far as possible by optimising the record deletion process.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

15/12/99 - Version 20.1.3

• A caching system has been added to improve performance when accessing stock records. Match-IT is a real time system, so whenever you ask it to give you stock information, it analyses the stock movements to calculate your current stock position. This requires multiple accesses to your stock records. These are now stored locally after the first access so that subsequent accesses do not need to read them across the network again. This provides a significant performance improvement in situations that access your stock, for example, showing your in-stock levels when viewing your materials catalogue.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

03/12/99 - Version 20.1.2

• Network performance has been improved when using Windows NT based networks by exploiting the caching facilities built into NT. The performance gain is achieved by physically closing database files when they are not in active use. This removes cache coherency constraints from the operating system and allows it to improve performance when the files are actively in use.
• The concept of an 'un-approved' material has been introduced. An un-approved material is one where the last change note attached to the material is un-approved. An un-approved material is a 'signal' to the system to stop progress on the material. Any action that involves the material will either show you a warning message with the option to carry on, or a show stopper message. Which is dependent on the setting for the (new) default 'Allow unapproved materials'. If this is NO, an un-approved material is a show stopper. If its YES, you are given the opportunity to carry on regardless. This facility is intended to be used to stop progress on materials that may have a problem associated with them. There are short-cuts from the NCR (non-conformance report) form to create un-approved change notes for this purpose.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

11/11/99 - version 20.1.1

• The Match-IT licensing scheme has been updated so that separate licences are needed for your user seats and your ability to take on new software releases. All customers taking on this release (20.1.1) must obtain an updated licence number from Match-IT Limited. This change has been implemented to simplify the distribution of new releases. Under the new licensing scheme, new software releases will be freely downloadable from the internet, but will not be runnable unless you are in possession of the appropriate licence.
• A caching scheme has been implemented to improve performance of database lookups. The cache keeps copies of records read from the database so that they are only read across the network on their first access. This can significantly improve performance when loading browses involving a lot of database lookups and calculations (e.g. the dispatch scheduler). The lookup performance on a well setup network can now be as good on a workstation as on the server.
• A facility has been introduced to auto locate many browses on to the last record you accessed. When you open a browse it will try to position itself on to the last record you viewed. This will be true no matter where you viewed the record from. You can also view the list of most recently viewed records and go directly to them. Select File | Recent Records to see the list.
• A facility has been added to allow you to send ad-hoc letters to a customer or supplier contact. To use the facility, bring up the detail of the contact you wish to send the letter to, and press the 'Write Letter' button. The format of the letter will be determined by the layout you select in the usual Match-IT way. A sample layout is included.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

19/06/99 - Version 19.1.25

• The batch file driven auto re-schedule facility can now be controlled from within Match-IT itself as well. This is useful if you are not running Windows NT or do not wish to use its batch scheduling 'AT' command. The interactive system is controlled by a set of defaults that control what options are required (auto log-off, re-cost first, re-rank first), what time of day the schedule should start and whether the auto schedule should activate when you log-in. The defaults are all in the XP module and have names that start with "Auto re-schedule ...". The auto re-scheduler itself is now available from the standard menus on new systems. You can add it to your menus by creating a button attached to the XP process named "Auto Rescheduler".
• A facility has been added that provides a consolidated list of all outstanding kit required for works orders awaiting approval. This list can show all material waiting to be kitted or just a particular material code. This is useful to get a view of the overall demand for a particular raw material, for example, all sheets that need to be cut.
• The browse handling system has been made 'lazy'. When a browse window opens, it first fills the list with identification information and puts ? characters in the status fields. The status fields are then filled in the background. This means you can start doing whatever it is you want straight away and not have to wait for the list to completely fill. This has the biggest impact when you are scrolling the list. The scrolling is now much faster because it does not fill all the fields until you stop scrolling. Enough fields are filled as you scroll to identify what you are looking at, but no more.
• Major extensions have been added to notes handling on documents. Specific notes can now be entered at each stage in the life of an order and they are automatically propagated to the next stage. The notes entered at each stage are kept separate and can be amended as the order progresses through its life. Keeping the notes separate gives you a lot of options when it comes to printing documents. For example, you can now enter notes when taking an enquiry that are special instructions for the shop floor. When the quote is turned into an order and its works order approved, the notes can be automatically printed on the works order documents.
• A facility has been added to allow a new user to login in to a current Match-IT session without requiring you stop and re-start Match-IT. This can save time in situations where you have a shared workstation as the Match-IT program stays active during the user change-over. The facility can be accessed via the "Re-login as a different user" item in the File menu.
• A facility has been added to allow you to record discounts offered to you by your suppliers. This allows you to record the full supplier price and discount (as a %) separately and echo both figures on your purchase orders. This is a more formal way to handle discounts compared to the old scheme of using a negative handling charge.
• A new event diary view has been added that shows only the events related to a specific 'object' (sales order line, works order, etc). This is most useful when applied to a sales order line. In that case it shows you a 'to-do' list of only the actions necessary to fulfil the order. These new diary views are avialable whenever you see an 'Events' button. As part of this feature, you can now assign user tickle messages to any item. This is useful if you want to make a reminder to yourself to perform some action related to a particular order line. The diary will remind you on the date you set.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

11/03/99 - Version 19.1.24

• All Match-IT on-line documents are now supplied in the popular Acrobat format. All you need to read and print these documents is an Acrobat viewer version 3.0 or higher. These are readily available for download from the Internet. Version 4.0 is also shipped as part of the Match-IT install set. You can either install it during installation, or anytime thereafter. To access these documents after installation, and the Acrobat reader installer, log-in to Match-IT and select Help|User Notes. Selecting the "User Note Index" option will give you a summary of all the user notes. Clicking on a user note title from the index will show you the full text of the note. The Getting Started manual has also been completely re-written. It now contains an overview of the main concepts around which Match-IT is built, along with detailed installation and start-up notes. It also contains a 'primer' on using and configuring Match-IT.
• Match-IT has always had the facility to record the issue a stock batch was built to. When a product is up-issued the question arises of what to do with existing stock of the old issue. If it can no longer be used, it must be so marked to prevent the scheduler from allocating it to work. There is now a simple means to do this. The procedure is to go to the issue record for the preceding issues to the current issue, and use the "Make Not Usable" option on the actions tab. The issue records can be reached from the material record by pressing the "This Issue ID" ellipsis. This brings up the current issue record. You can reach all the preceding ones by succesively pressing the "
• A mechanism has been introduced that allows you to see an approximation of what a document will look like when 'papers' are selected for a layout. The 'paper' defines the physical look of the document layout. The document layout selectors and the paper selectors have a "Preview" button that draws an approximation of the layout on the screen with dummy data. This is useful to verify you're making the selection you intend.
• An 'interactive' mechanism has been introduced to help you tailor the security system. This allows you to use the system as if you where a user of a lower privilege. At each place where the system does a security check, you are informed of the check that is being done and shown the current access rights for the group you're building. You can then change the privileges and continue. The changes you make as you go are held in a temporary area. They can be made permenent or discarded when you finish your roaming. To access this system, select Processes|Go Anywhere to get the list of system processes. Find the "Manage Groups" process and execute it. From the list of user groups shown, select the one you want to tailor the access privileges for. Then press the "By Example" button. The manage groups list will iconise to get out of your way. Now just, navigate the system and do the actions you want to control, changing the access rights as you go. When you've done roaming, restore the iconised Manage Groups process. You'll be shown a list of the access changes you've made. Pressing the "Apply" button will make the changes permenent. The "Try It" option on the Manage Groups list, when checked, allows you to temporarily be a member of just the group selected (and the Everyone group). You can then verify the changes you've made allow/disallow what you intend.
• The security system has been enhanced to allow finer control over who can 'approve' things and the value limit they are allowed to approve. By default, only users with "System Admin" rights have access to these new functions. Users that have not got "System Admin" rights will get "Access denied" errors until you adjust the security system. The new functions are: Name ! Used when ======================+=========== enhQuoteAck ! sending enquiry acknowledgements enhQuoteCommit ! sending quotations entOfferCommit ! sending invitations to tender to suppliers frPrintFailureReport ! approving a non conformance report poApproveInvoice ! approving a supplier invoice poCancelLine ! cancelling a purchase order line poCancelOrder ! cancelling a whole purchase order poCommitOrder ! approving a purchase order poInspectDelivery ! booking in goods from a supplier poSetLineDelivered ! marking a purchase line as fully delivered poSetLineInvoiced ! marking a purchase line as fully invoiced poUnapprove ! un-approving a purchase order sdApproveDispatch ! approving a dispatch to a customer sdApproveInvoice ! approving a sales invoice sdHoldDispatch ! sending a dispatch on hold advice note to a customer sdUnapproveDispatch ! un-approving a sales dispatch sdWarnDispatch ! sending a credit warning letter to a customer soApproveOrder ! approving a sales order soCancelOrder ! cancelling a whole sales order soCancelOrderLine ! cancelling a single line in a sales order soSetLineDelivered ! marking a sales line as fully delivered soSetLineInvoiced ! marking a sales line as fully invoiced woApproveJob ! approving a works order woSignOffJob ! signing off or un-approving a works order There are also a number of new defaults that set approval value limits on some of these operations. They can be accessed in the normal way for adjustment (press F4 and Show All). By default the value limits are set to Undefined which means there is no limit. The new defaults are: Class ! Name ! Sets the limit for ===== +============================!==================== EN ! Quote Value Limit ! value of a quote you are allowed to commit. SD ! Sales Dispatch Value Limit ! value of a sales dispatch you are allowed to approve. SD ! Sales Invoice Value Limit ! value of a sales invoice that can be approved. SO ! Sales Order Value Limit ! value of a sales order you are allowed to approve. To change the access privileges to the new functions proceed as follows: Log in to Match-IT as a user that has the maximum privileges. Then select Process|Go Anywhere to get the list of system functions. Find the entry Manage Groups (it will be near the top of the list) and Execute it. This will show your list of user groups. Select the group you wish to allow access to one of the new functions, then press Processes. This will show a list of all the processes available and indicate which ones are accessible to the group you selected. Find the process you wish to allow access to in the list (they are in alphabetical order) and include it in the group. You can include it by double clicking on it, or pressing the space bar, or pressing the Include button.
• You can now set a value threshold for off-cuts and bar-ends. The value threshold applies when a material or method has not got a specific minimum usable size set for it. In these cases, an off-cut or bar-end will not be expected to be returned from a works order unless its value exceeds a threshold you set. Initially, the value threshold will be set to £0. If for example, you set it to £5, then no off-cut or bar-end will be returned that is worth less than £5. This facility is controlled by a default. Just set the "Minimum Return Value" default in the XP module to the threshold you want to turn the facility on.
• There is now an alternative method of navigating menus. By changing the "Run Menus As Trees" default in the BM module to YES, the normal button menus are shown as an 'explorer' like hierarchical tree. The tree branches can be expanded and contratced by clicking on the + or - symbol. This way of using menus takes a lot less space on your screen and can be quicker to find thing once you are familiar with the menu layout.
• A facility has been added to allow DDE access to the information in many of the Match-IT browse lists. This allows DDE enabled applications (e.g. Word) to directly access information from within Match-IT. Browses that have this facility are indicated by the presence of a sharing 'hand' icon in the bottom left area of the window (along with the printer, locator, etc. icons). Pressing this icon brings up a brief explanation of the facility.
• The printer selection mechanism used to associated a printer device with a print queue has been extended to allow you to use the same print queue when printing to it remotely (across the network) or locally (i.e. on the PC that is actually attached to the printer). To enable this feature you must go in and re-select the printer in each of your print queues.
• A facility has been added to allow you to edit the columns of most of the browse lists within Match-IT. The editing allows you to change the order of the columns and also to remove columns completely. Facilities are provided to enable you to set default column settings for the whole system and for individual users. To access the facility, go to the browse you want to change and re-size on any of its column *headings*.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

30/01/99 - Version 19.1.23

• The concept of an 'in-line' sub-contract step has been added. An in-line sub-contract step is like a normal sub-contract step except there are no stock transactions associated with it. Instead it behaves like a process step in a works order. I.e. work just flows through the step on the shop floor as necessary. An in-line sub-contract step is considered to be part of the works order for the method its in. I.e. its printed as a step in a works order. Put another way, a normal sub-contract step will typically involve two works orders and a purchase order. One works order produces the kit to send to the sub-contractor, the purchase order tells the sub-contractor what to do, and the second works order finishes off what comes back from the sub-contractor. Stock transactions occur to and from the sub-contractor so you have complete batch traceability and full visibility of work in progress. In contrast, an in-line sub-contract step will be involved with only a single works order. The sub-contract operation will be a step in the works order just like any other. A purchase order is still involved to tell the sub-contractor what to do, but that purchase order has no formal kit list and does not create stock. Instead, when the goods arrive back from the contractor they are logged directly to the works order as progress.
• You can now specify a 'tolerance' on dimensions for stock allocatiopn purposes. If a tolerance is specified on a length or width, the scheduler will consider any stock item that is within +/- the tolerance on a dimension as suitable to satisfy a demand. For example, if the tolerance on a sheet length or width was 1 mm, then a 152mm x 152mm sheets will be considered adequate to meet a demand of 6" x 6", because 6" is 152.4mm and is within 1mm. If the tolerance was zero, the scheduler would regard a 152mm x 152mm sheet as too small and not use it. When a tolerance is specified, a minimum usable length or width of at least double the tolerance is also assumed. This prevents very small off-cut from being created.
• You can now force Match-IT to evaluate the actual costs of a batch at any time. Prior to this feature the actual costs where only calculated when the purchase order or works order became completed. This is still the case, but yo can now also do it any time by pressing the "Re-Cost" button on the Actions tab in the batch detail form.
• When dealing with stock that has a length or width, the scheduler will now try to use stock on a smallest first basis, provided the stock has no expiry date. When there is no expiry date, the smallest pieces of stock (off-cuts) will be used in preference to larger pieces or buying new pieces. This leaves the largest pieces available for as long as possible for work that cannot use the smaller pieces. When there is an expiry date, the stock with the earliest expiry date is used first. This minimises the risk of being left with out of date stock that cannot be used.
• The invoicing system will normally merge invoice lines for the same product to the same customer into a single invoice line. Some customers cannot cope with this (they need Match-IT!) and require that invoices only apply to a single order. A new default has been added that prevents invoice lines from being merged across multiple sales orders. The default is called "Always Merge Invoice Lines". When this is set to YES full merging is performed. When set to NO, only merging within a sales order is performed. This default is intended to be set to NO only for those customers that indicate they require it.
• The re-scheduler has been extended to automate the process of integrating the works order progress reports and also creating stock orders (for stock items that are about to fall below their minimum stock level). There is a new check box that when checked tells the scheduler to integrate progress before it does its schedule. This is automatic when the doing an un-attended automatic re-schedule. There is a new selector that allows you to include all stock items in the re-schedule list that are about to fall below their minimum stock level. These then get scheduled after the sales demand to bring your stock levels up if necessary. This is also automatic when the doing an un-attended automatic re-schedule.
• When a PO ro WO is picked from a schedule for the purposes of re-scheduling, in the past it was converted to an 'ad-hoc' demand. This made the demand persistent across a full re-schedule. This facility has been removed because it tended to cause schedules to be duplicated. Instead, now when a PO or WO is re-scheduled like this it will revert to its original schedule unless the modified schedule is approved straight away. This is safer in that there is no possibility of duplication. The disadvantage is that youcannot have aun-approved d-jhoc demand that will survive a full re-schedule. It'll disappear because there is no real demand to back it up. A new feature to be introduced soon will provide the ability to place ad-hoc sales orders on yourself. This is safer way to achieve the same end.
• The actions and kit-lists tabs in the schedule viewer have beeb re-vamped to provide better feedback on what the scheduler has done. You can now see reserved stock being issued between jobs in the same scheduling session. I.e. if job#1 in the schedule produces more output than its needs and the excess is being issued to job#2 in the *same* scheduling session. Previously, the kit-lists tab only showed issues from existing stock or stock that had been planned in a previous scheduling session. The actions tab now shows the actions structured around the works orders and steps involved. Previously it tried to show a time ordered list. This was OK for simple schedules, but when scheduling a complex structure involving many works orders, it resulted in a view that was very difficult to interpret. The new view is organised around the PO and WO boundaries you'll see in your PO and WO schedules once your 'replace' them.
• An alternative way of viewer resource laoding has been introduced. This one draws a 2D grid over a limited time period. The vertical access represents a task using a resource, the horizontal axis represents time (in days, weeks or months) and the entry in the cell shows the percent of the capacity being used on the task. Colours are used to highlight problems. The cells are coloured green normally, but red if there is an overload or the task is late starting. You can also use this facility to find spare capacity and resource bottlenecks, and ask for all jobs using a resource to be re-scheduled. The facility can be attached to a menu button (looking for the "Show Loading" process in the RS module) and is also available from various places within the system (look for buttons called "Bar Chart").
• The installation system has been enhanced to be easier and safer to use. It also offers more options. There is now an option to install a 'trial' system. This allows you to install a new version of Match-IT and copy a data set from your current version. The new version can then operate along side your current one allowing you to evaluate it before committing to it. Another new option, is to automate the installation of customer specific extensions, e.g. special reports or wizards. No more dragging and dropping using explorer! Just run the installer we provide and its done quickly and safely.
• The upgrade system has been extended to automate the upgrading of standard and customer specific wizards.
• Match-IT is now available as a true 32 bit Windows application. On Windows 95/98 based systems, this provides slightly increased performance. On Windows NT based systems, it also improves stability, especially when running low on system resources.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

20/01/99 - Version 19.1.22

• A facility to formally recognise supplier credit notes has been added. They are entered in a very similar way to supplier invoices. A check box is set to distinguish a credit note from an invoice. Credit notes are propagated to your accounts along with your supplier invoices. The receipt of a credit note will automatically adjust your invoice expectations against received goods. Alongside this addition a small change has been made to the meaning of the term 'supplier reject'. Match-IT now differentiates between a failure and a reject in supplied goods. A failure is just goods that you've inspected and failed. You have still *accepted* them and an invoice expectation will be created. A reject is goods that have been failed *and* marked as returned to the supplier. A credit note is expected for these if they've been invoiced, or the invoice expectation is reduced if not. The invoice expectation is calculated as: To Be Invoiced Quantity = (A) Received Goods Quantity (B) minus Rejected Quantity (C) minus Already Invoiced Quantity (D) plus Credited Quantity (A) - (B) is the net goods received (C) - (D) is the net invoiced amount The difference is what is yet to be invoiced.
• The meaning of the 'urgent' scheduling strategy option has been extended. The scheduler will now *always* pick up existing work in progres even if it is late. This is true for both JIT and ASAP schedules. If the scheduler detects existing late work in progress while attempting to do a JIT schedule, it will abandon the JIT schedule and do an ASAP instead. When doing an ASAP schedule, the schedules will be extended as necessary to include existing work in progress. The above is the normal behaviour. If you assert the 'urgent' option, the scheduler will try and beat existing work in progress, creating new works orders and purchase orders if necessary. It will only do this if it *can* beat the existing schedules. If it tries and fails, it'll revert to using the existing work in progress.
• The concept of a 'role' has been added for the purposes of quickly changing default sets, in particular tickle settings. You create a 'role' by defining a user record for the purpose. Then associating the defaults you want to that user record. You can set a preferred role to each user, then when that user logs into Match-IT the defaults set for that role become active. This in itself is no different to before. The extra benefit of this system is that you can change your role as you work. This means, for example, you can take off your sales hat and put on your purchasing hat, as you work and your default settings will change to suit. This is particularly useful for changing the tickles you want to know about. A number of changes have been made to faciltate this. There is a new option in the Processes menu, "Change My Role" that allows you to pick a new role, and there is a new check box on the event diary to allow you to quickly reset to the new defaults. The Match-IT title bar has been extended to show you which role is currently active. It appears as the user record name in ()'s after your name. E.g. "Live: Match-IT [Rob(Sales)]".
• The tickle system has been extended to fill a couple of holes. There are now tickles to remind you to post your transactions to your accounts system and to remind you to get your account balances from your accounts system. Also, a sales invoice tickle is raised for *every* dispatch not just the final one for an order line. And, finally, a new tickle has been created to remind you to attach a product structure to new customer parts. The posting reminder is set for N days after the first transaction is created. The value of 'N' is set by the "Acconts Export Invoice Delay" default in the CS module. The first balances reminder is set for N days after the first posting happens, where N is defined by the "Acounts Import Tickle Interval" default, also in the CS module. Balance reminders are set every N days thereafter. The new customer part tickle is called "Design Customer Product". Its set whenever you create a customer part record and do not associate an "Our Part Num" with it. Its cleared when you do so. This is intended to be useful when you take enquiries for new work and create a new customer part. A tickle will remind you to create the product structure for it.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

02/12/98 - version 19.1.21

• The tickle system has been extended to allow tickles to be associated with the approval/review checks associated with sales orders, quotes, new suppliers new customers, engineering change notes and NCRs. By setting up the review checks and the defaults appropriately it is now possible control/delegate work flow to a much finer degree. There will be a user note published shortly to describe the concepts and procedures in detail. For the moment, go to the diary and select Options|Events to see the event list and a few hints.
• The review check system previously only available on sales order approval has been extended to commtting quotes.
• The review check system previously only available on sales order approval has been extended to approving new suppliers. This approval system is in addition to the previous "Approved" check box on the material supplier record. That check box is now only used to allow/dis-allow the use of the supplier by the scheduler. There is also a new default to allow your to designate who is allowed to change the "Allow use by scheduler" option.
• The review check system previously only available on sales order approval has been extended to approving new customers.
• The review check system previously only available on sales order approval has been extended to the engineering change note system (aka material issues).
• The review check system previously only available on sales order approval has been extended to the NCR (Non Conformance Report) system.
• The sales order review checks have been extended to allow you to designate which must be done before order approval and which can be done later. Also, you can designate who is allowed to do each check. And finally, you can associate tickles with the review checks to remind the appropriate people to do them.
• A large number of extra notes fields have been added to enable more information to be put on documents.
• Previously there was very little difference between a process step and a log step in a method. With this version, a log step is different to a process step in that you MUST log progress against a log step, but its optional against a process step. An attempt to log ouput from a works order, or to sign it off, will not be allowed if no progress has been logged against log steps.
• You can apply a coding scheme to your conversations by assigning them to a class. Your existing conversations will have been given the 'General' class.
• Previously you could have sub-contract top level materials and sub-contract steps. This often caused confusion. This confusion possibility has been removed by removing the concept of a sub-contract top level. There is now only sub-contract steps. The last step in a method is allowed to be a sub-contract and it will behave as you'd expect. The upgrade system will have automatically converted any existing sub-contract materials into their equivalent steps.
• Steps within methods can now be selected 'naturally' without the need to go into the old "Part Steps" tab. That tab no longer exists. Instead there is a check-box to turn on/off showing steps. When on, the steps appear with the parent product in the browse.
• When running Match-IT on an NT based machine, it is now possible to run multiple copies without them interefering with each other. A copy can be a 'virtual' station accessing the same dataset as another copy, or it can be accessing a totally different dataset. Consult your Match-IT support engineer if you think this facility might be useful to you.
• You can now easily get a list of the all the failures/rejects associated with your suppliers and customers. Its available as part of the "History" associated with customers and suppliers.
• A new user note, Automatic Rescheduling (number 126), gives guidance on how to setup Match-IT to run an automatic re-schedule over-night, every night.
• There is now a comprehensive Implementation Manual that is part of the install set. This gives a detailed step by step guide on how to implement a Match-IT system. To read it, select Help|User Notes and Implementation Manual.
• There is a new system default, initial set to YES, that allows you to restore most of your open windows when you log-in. Any windows that were open when you logged-out are noted and restored when you log-in again. The 'zx' default "Restore Desktop on Log-in" turns this option on and off.
• Prior to this release the change history was only available by looking at each module in turn. This made it hard to get a 'time' picture of the changes. This release also provides the change history in date order across all the modules. To see it, select Help|About and press the History button.
• A mechanism to allow existing users to quickly determine what has changed between releases has been added. This file is part of that system.
• The product structure method description system has been extended to include the idea of a method that is applicable to goods-in and another to dispatching. These extra methods are optional. They are defined through the method editor in the normal. The METHOD record defines which type of method you are defining. If a goods-in method is present, the scheduler will create a works order for it whenever goods received from a supplier are first required. This works order is intended to model the 'un-packing' processes you may perform on goods received. The stock handling system can differentiate between goods that have been un-packed and those that have not. When allocating stock to a job only un-packed goods are used. If goods are in stock that are not un-packed a works order is produced to do the un-packing. A goods-in method only applies to bought goods. They never apply to sub-contracted work. If a dispatch method is present, the scheduler will create a works order for it whenever goods are to be prepared for dispatch to a customer. This works order is intended to model the stock picking, cutting and packing processes you may perform when dispatching. The stock handling system can differentiate between goods that have been packed and those that have not. When allocating stock to a dispatch only packed goods are used. If goods are in stock that are not packed a works order is produced to do the packing.
• A feature has been added to the units of measure system that will automatically select the appropriate number of decimal places to display a value with. This feature applies to all units of measure that have 0 set as the number of decimal places in their picture. When this feature applies their is a default picture that defines the maximum number of decimal places to use. The default is called "Max Auto Decimal Places Picture" and is usually set to show 2 decimal places. Example: A unit of measure of "Bars" with 0 decimal places would display 0.42 as "0 Bars" without this feature and "0.4 Bars" with it.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

12/08/98 - Version 19.1.20

• Not available - see About+History.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

18/05/98 - Version 19.1.19

• Not available - see About+History.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make247.com   Web: www.make247.com

09/03/98 - Version 19.1.18

• Not available - see About+History.

Match-IT Limited - Smarter Solutions for Manufacturing
Tel: 0845 1300 510   Fax: 0845 1300 610  
Email: enquiries@make47.com   Web: www.make247.com