1. A New Look. The main user interface for Eclipse has been modernised, and made more user friendly and efficient; in particular , the programme now supports Windows XP Themes, so if you run under XP and have not reverted your Theme to Windows Classic you will enjoy the refreshing new appearance of Windows controls in Eclipse.
2. Auto-updates. For PCs with a connection to the internet, Eclipse (and other key programmes) now has an auto-update facility built in, and this can be configured to:
i) never auto-update
ii) get the update automatically from the Navigator FTP site (default)
iii) Auto-update from central location on your network (recommended) - for networks with quite a few workstations you can set up an auto-update service on the main server that will retrieve the update and supply this to the workstations, automatically. This reduces internet traffic, speeds up performance, and gives the network administrator more control over the process.3. Large Fonts - the restriction of Eclipse only running on PCs with small fonts (96 dpi) setup has been removed.
4. A Run.Menu option has been added for users who are using the Run Programme option in the Configuration Book's Report setup (formerly labelled PreReportProcedure). If the Run Programme Only options is toggled then you no longer have to associate your programme with printing a report and it appears on the Run Menu rather than the Print Menu. For more information on this advanced technique see http://clubnavigator.co.uk/knowledgebase/topic.asp?id=145
5. Print and Email Report Menus. Entries can now be dragged about to your preferred position and this is saved when the form they belong to (e.g. Equipment list) is closed. Note: this order is global, not user specific.
6. Add-on Modules - the Outlook Style launch bar now only displays Add-on programmes that the current user has been given access to in the Configuration Book. It is also now possible to add the Configuration Book itself to the list of programmes available to users.
7. Print menus - now have a hint (tool-tip) that displays the full name and path of the report file used. This should make life much easier when trying to locate your reports for editing. The Help menu also has then options to supply print engine and operating system details.
8. The Help menu has been re-instated and a new Help File is now available. This file will now be updated as appropriate to incorporate revisions to the programme and the Auto-Update service will allow users to keep up to up to date.
9.. Web site links (including requests for support) have been added to the Help menu
10. Eclipse now incorporates an advanced Error Reporting Interface. This can automatically email support with detailed diagnostic information about programme exceptions together with a screen grab.
This has undergone a major revamp.
1) You can now choose (from the Configuration Book, Rules tab) one of 3 emailing options:
a) Email from Outlook, which is the default. We are pleased to be able to say that we have now been able to get around the security message prompt that recent versions of Outlook (and older service packed ones) present to the user every time Eclipse tries to access Outlook, be it for sending email, copying email or copying contacts.
b) Email from any MAPI compliant email client, such as Outlook Express. MAPI is a Microsoft email standard that many email packages support. The email software acts as a MAPI server for Eclipse and allows Eclipse to send commands to create emails. Your default email client (as set in Internet Explorer (Tools | Internet Options | Programme) needs to be set to a MAPI compliant programme.
c) SMTP - Eclipse now has its own email client built into it so you can send emails without having to use any 3rd party software. All you need to do is enter your SMTP details for your ISP and then define email names and addresses for all of your Eclipse users.2) The Email address entry box now 'remembers' for each user all the emails addresses that have been entered and auto-searches for them as you type. Items from the history can be deleted or the whole history cleared.
3) Emails can be Cc'd and BCc'd. Emails can be dragged and dropped between the three lists of recipients (To, Cc, BCc).
4) When emailing a report, the attachment can be viewed before sending, So, for example, if you are sending a report that is set to output to PDF then this can be viewed in Acrobat Reader (if it is installed) before you send the email.
5) The file name of an attachment can be renamed (it now defaults to the name of the report). In addition, if you are sending from the Job Book the name of the Job Ref and/or Job Title can be included in the file name.
6) Emails sent from Eclipse that do not hail from a report can now send an attachment. Just select a file using the file browser.
7) Emails sent from Eclipse can now have Signatures. Two types of signature are possible: Global Signatures, which are defined in the Configuration Book and are available to all users; User Signatures, which are defined from the Emailing Form itself. Each user can have as many signatures as they want. When a Signature is selected it is pasted into a separate memo box and joined to the main body of the email text when the message is sent. This allows you to change signatures without messing up the email that you have just painstakingly typed in. Finally, the last signature selected by a user is used automatically in the next email sent from Eclipse.
8) Outlook Contacts - All Outlook Contacts boxes are now supported, when you are searching for an Outlook email address, copying data from Outlook, or copy data to Outlook.
9) Outlook Search Interface - All contacts are now alphabetically sorted and when selecting for an email address you have the option to choose which of the 3 possible Outlook email addresses to use. When copying Outlook contacts to the Eclipse Address Book, multiple contacts can be selected with Shift or Ctrl clicks.
10) Search Outlook Contacts - list is now sorted alphabetically
1) Job Locking
A new button on the toolbar allows users with "Supervisor" status to lock / unlock jobs so that all their parts (eqlists, crewing, etc) become available as READ-ONLY. To edit these jobs again a Supervisor must unlock them first. The primary purpose of job locking is to prevent key data being changed once a job has been signed off (invoiced, paid and posted to your accounts package, etc); however, we anticipate that many users will want to lock jobs so that nobody else can tamper with them (you know who you are :-) ). In this case beware: ALL parts of a job are set to read only when it is locked, so basic warehouse operations such a sending kit out will be blocked. To indicate that a job is locked, a padlock icon will appear in the Jobs Status Bar (at the bottom of the page) and in the Navigator (Job Search) window. A red label saying LOCKED also appears on the General page of the Job Book.
2) Equipment List sorting. You can now sort by equipment list Reference as well as Date Out, Date Back, and Status. This should enable you to separate out hires and sub-hire in the grid, although this will depend on your reference pre-fixes.
3) Equipment List numbering. Creating a sub-hire no longer uses up a sequence in the numbering of equipment lists. Until now if you have 2 equipment lists on a job and 1 subhire, creating a new list would give the following type of numbering : J100EQ1, J100EQ2, SH1, J1OOEQ4. Now you would get: J100EQ1, J100EQ2, SH1, J1OOEQ3. In addition you can now specify (in the Configuration Book) that sub-hire references are prefixed with the JobRef and the count restarted, just like you have always been able to with Equipment Lists. Choosing this option will also significantly improve sub-hire creation performance on large databases and is the recommended setting.
4) Invoices and Purchases pages now have a Total field at the bottom of their grids.
5) Retired job Handlers now appear in grey italics and the list is sorted by Active Status then alphabetically so your retired handlers are always at the bottom.
6) Cloning. You can now clone an entire job. An new icon next to the Create New Job icon pops up a form that allows you to configure how the job should be copied:
7) Job Contact Viewer this is now resizable (stored) and displays the email address (as a hyperlink), Main Phone and Company Contact Phone fields. Users can edit these fields if they have access rights to the Address Book. The viewer form also pops up when you add a contact, or want to view a list of contacts for the company.
8) Job Extra Contacts - This has also been revised along the lines of the Job Contact Viewer. The dropdown search form has also been revised to provide a more intuitive user interface, which includes moving the 'Search All' checkbox from the Job Contact View to the drop down search form
9) Confirmation Date - the date that a Job was Confirmed is now stored and displayed in the job status caption at the bottom of the Job Book. The field used is {Orderno.Hire} and if you wish to use it in reports then follow the same technique outlined HERE.
10) Customer Account Status Panel. - This now identifies account problems with the client for the job, such that if the Account has been put On Hold or On Warning since the job was created a colour coded message (RED = On Hold, ORANGE = On Warning, Grey = OK) is displayed. Similarly colour coded messages are displayed if the Insurance Expiry date set in the Accounts Book has expired, or will expire during the duration of a job. The 'View Accounts Advice' becomes enabled if there is a problem and this displays the generic 'Account Warning' message that you set up in the Accounts Book, together with any client notes.
11) Quick Job Search you can now search for a job on the General Page from a drop down box if you only need to use the Job Reference. Jobs searched from here are added to the Last Five jobs menu.
12) Word Documents - The actual file name stored in your DOCS folder now matches the Doc Reference shown in the Job Book, making it easier for non Eclipse users to locate them.
13) Totals on Notes page. These now include Invoice, Ordered and Gross Profit totals. In addition the totals are now written to the OrderNo.db table so that they can be used easily in reports without all the complicatinon of using subreports for this purpose. Unused existing fields in Orderno.db have been used, which accounts for the curious names that each field has:
Quote total = OrderNo.DamageWaiver
HP total = OrderNo.Cleaning
Confirmed and higher total = OrderNo.Delivery
Crew Total = OrderNo.Collection
Transport Total = OrderNo.Erection
InvTotal = OrderNo.Dismantle
PO Total = OrderNo.Services
Profit = OrderNo.Gas14) Navigator Window -
i) You can now smart search on the Job Title
ii) You can now sort the by the Job Ref, Job Title, Due Out and Due Back columns
iii) The Status filter now allows you to exclusively select a status as well as all status's >= the selected status. This preference is remembered.
iv) Columns for the Handler, Status and Job Type have been added to the Job List grid.15) Outlook Inbox - Eclipse now supports reading email in ALL of your Outlook mailboxes for incoming mail, so when copying mail to Eclipse (Job Book) you can select an Inbox from a drop down list. Furthermore, the Read / Unread emails setting is now remembered, so if you only wish to view unread emails this can reduce the load time.
16) Crewing
a) Crew Headers -
i) The crew page of the Job Book now groups all crew requests in Crew Headers. Each Crew Header (data stored in table Crew_header.db) carries the dates for scheduling and pricing crew and a user definable function for the task that all the Crew assigned to the Header will be performing. The Crew functions can be defined in the Configuration Book.
ii) A separate 'Create New' icon is used for creating crew headers in order to distinguish from creating a new crew entry. The Crew headers are sorted by Scheduled Start (red font indicates this) and the actual crew grid can be sorted by any column that is clicked on. Crew headers can be cloned, cloned plus one day, deleted. In fact the entire Job Book toolbar has been re-jigged to accommodate this:
Note: the Clone Crew plus 1 day option is now obsolete since the dates are now controlled by the crew headers. You can still clone a specific crew line.
iii) Each Crew header will grow to accommodate the number of crew entries in it and the whole crew header area can be re-sized (remembered) to give a better view space. Crew can be dragged from one Crew Header to another (if they are not allocated with actual crew).
iv) Active (selected) Crew Headers have a Blue border; if a selected crew person in the Crew Allocation grid (see below) belongs to a Crew Header other than the active Crew Header then this Crew Header will have a Black border.b) Crew Requests -
i) These can be linked to an equipment list now. To express this in a report link in the eqlists.db table thus: {crew.eqlno} => {eqlists.eql_no}
ii) A price scheme can automatically be associated with a crew type - see the Configuration Book
iii) Crew Types are selected using the Smart Search window
iv) A Budget/Pay field is now always available. This has two modes of use that are determined by a Rule specified in the Configuration Book .If "Use Allocations for Pay Total" is checked then this field is read only and the total expressed here is the sum of all the pay that has been assigned to allocated crew to this position (see below for more info on Crew allocations); otherwise, you can type your global crew pay budget into this field, which may be preferable if you do not allocate actual crew people.c) Crew Allocations:
i) a new generic form for allocating and viewing crew details and their schedule has been introduced. As well as being able to 'Smart Search' for crew names you can also get the grid to match a special condition that has been assigned to the crew member in the Address Book. The Details tab allows you to view and edit (subject to access rights) all details about a crew member. The Conflicts tab graphically displays all the jobs, holidays, etc that fall within the request period; moreover, you are made conscious of a conflict by the fact that crew appear in Red if there is a problem. Furthermore, when on the Conflicts tab you are able to select any allocation and delete it in order to free up manpower. The impact of any deletion of an allocation will be made apparent in the main allocation grid and Crew Headers in the Job book or the Crew Sheet in the Planner. If you right click on the Conflicts chart you can also 'pan and scan' to other date ranges by dragging the mouse while down.
ii) The Allocate Crew dialog can also be opened by double - clicking on the main allocation grid, but the search tab will be hidden because it will have automatically found the correct crew member.
iii) You can enter the Total Pay that you are going to give each allocated crew person.
iv) You can raise a purchase order for all selected Crew for the amount you are going to pay them. There are 4 purchase order options: Raise Full Amount (with option to view the Order) and Raise Balance (with option to view the Order). The Purchases column displays the total for all the orders you have raised against a crew member on a job; if you have raised more than one order for a person then if you click in the Purchase column you will see an embedded grid listing all the orders.
v) you can now email all the selected crew in the allocation grid. Any crew that do not have an email address set up are displayed before the new style email form opens, giving you the opportunity to correct this.
vi) the main allocation grid for the crew will display any crew for the current crew line in active Crew Header in Blue.
vii) the main allocation grid for the crew has a filter setting (remembered) that allows you to either 'Show All' crew allocated on the job, 'Show only crew allocated for the active Crew Header' or 'Show only crew allocated for the current crew line in the active Crew Header' You can only de-allocate crew if you are viewing by the last two of these options.d) Crew Pricing - A powerful scripting console has been introduced to the Configuration Utility that will allow you to write your own code for calculating the cost of your crew. Four script languages are available: Pascal, VB, JScript & C++. We are quite confident that adept users should be able to write scripts to service every imaginable charging scenario for Crew. Sample scripts have been supplied in all languages to get you started, but only scripts that you write in Pascal are covered by your support contract. Obviously, this facility is aimed at users who have some experience of writing code, even if this is only the odd macro for MS Office applications, but Navigator Systems Ltd. will also offer a custom script writing service for users who would rather commission the work, much like we do for report writing. Full details on the Crew Scripting Module can be found in new Help file for the Configuration Utility.
1. Scanning out barcodes is now much faster, although this might only be noticeable when importing a batch of scanned barcodes from a portable reader.
2. When reserving barcodes you are now able to see a list of unavailable items and the equipment lists they are reserved on. Reserving barcodes is also now restricted to Confirmed Jobs Only.
3 A Subhired column that tells the user how may types have been subhired in for that line. Double clicking in the column also brings up the Other Movements window.
4. Now has 3 (read only) additional equipment views to supplement the main Working View.
i) Classified User Sort View: displays all equipment grouped by the following user defined sort orders: MasterCategory, Category, Type
ii) Classified Alphabetic View - displays all equipment grouped alphabetically within the following hierarchy: MasterCategory, Category, Type
iii) Alphabetic Types View: - displays all equipment alphabeticallyDouble clicking on a line in any of the views takes you to that entry in the working view.
While in these views, the Eqlist Header area is disabled so nothing in the list can be edited.5. Pre-Booking Availability. This facility has been extended so that you can check the availability of items on list up to 10 days in advance (split into 12 hour zones). This will enable users to prep large jobs well before they are due to go out, but without jeopardising the availability of equipment for other jobs happening in this period. The pre-booking availability value is stored (in hours) in the field {eqlists.ModBy} so you can set this well in advance and even use the information to print out prepping schedules in advance of a job.
6. Other Movements Window - now displays the Job Ref. and Customer. Also when Eclipse is running in Multi-Site mode the window displays the quantity on Current Loans Out and Current Loans In. This is useful when you own 200 of Type A, but the list of equipment conflicts in the grid can only account for 100. In addition, the list of conflicts also displays the destination site of Job Loaned equipment, so you can see which other sites are causing availability problems from you because they are using your kit on their jobs.
7. Popstock - the multi-select Reminders popup window. This now has an Availability column so you can be sure that you have the stock you are selecting.
1) Shortfall Page - A number of important changes have been made in order to make tracking equipment easier to comprehend.:
The Equipment Availability and Equipment List views now have today's date highlighted in green
The icon on the button for toggling between an availability calculation to include "Provisional and Confirmed" lists or just "Confirmed Only" has been changed to make its function clearer: When you see availability for "Provisional and Confirmed" lists the icon is green
; for "Confirmed Only" the icon is red
.
In the Equipment Availability View you can now sort equipment alphabetically or by the the user defined sort orders for MasterCategories, Categories and Types as set up in the Equipment Book. You toggle this button
to do this and its state is saved for the next time you visit the HireBook.
The Equipment List View has been overhauled to assist you further in deciding which lists present the greatest threat to availability, and which lists it would be best to sub-hire against or amend. Eclipse 2.2.0 introduced the sorting of equipment lists in this view by their hire duration and indicated which lists needed sub-hiring against or changing by colouring them in red while leaving other lists in blue. This technique was a little limited because it assumed that all lists displayed were presenting a potential problem when in fact, over the 2 week period shown, some lists may not be contributing to a shortfall at all. The algorithm has been improved to take account of this so only lists in a shortfall zone can ever be coloured in red; furthermore real danger periods are now clearly displayed with the actual shortfall figure appearing in a row at the top of the grid, together with the quantity of the kit that you own:
You will note in the screen grab above that some lists appear in grey. This indicates that a list is now Active so, in principle there is nothing you can do with this list anyway.
In the screen shot below you can see the Equipment List view of the same shortfall problem has been re-displayed to sort the lists not by duration of hire but by the quantity booked. This supplies a very different suggestion scenario for subhires which may or may not be the most useful. These two "views" are toggled using the last button on the toolbar; if sorting by Hire Duration it has this icon
else if sorting by Hire Quantity it has this icon
. Again this viewing preference is remembered by Eclipse.
It should be emphasized that the colouration of lists and the different views presented are designed only to assist you in making your own judgements about how to manage your hires; they are not meant to solve your rental problems for you.
Overdue Lists entries in the Equipment List view. The Overdue List is an internal hire list which is updated every day or every time you visit the Late Return page. This list stores all the hires that have not been returned from their jobs, and its duration starts from when it was last updated and runs for the next 24 hours. This list cannot be opened from the Equipment List view like other lists; however, double-clicking on this list now takes you to the Late Returns tab which is itself then filtered on the current equipment type that is being examined. This enables you to quickly identify the hires which are causing a shortfall because equipment has not been returned. NOTE: the Overdue List entry may be coloured in blue, indicating that it may not present a problem for you, either because you are not short over the next 24 hours or because dealing with other Overdue problems or hires (which will be coloured in red) will negate the impact of a blue Overdue List entry.
2) Late Return page - now allows you to filter on a specific equipment type. This facility replaces the "Find" function which was introduced in Eclipse 2.2.0
3) Late Returns Page now has 3 (saved) options that allows you to either:
i) see all kit that is late including composite parts
ii) exclude composite parts
iii) see a summary of equipment lists that have late returns on them4) Late Returns Page - You can now use the Refresh button to update this without closing the HireBook.
5) Open Jobs - You can now open a job from the equipment list and sub-hire pages
1) A number of enhancements have been added to the stock management facilities:
You can now store additional information about Stock Edit entries and a new dialog is available to the user to enable them to record this data. A window is available on all three stock editing tabs of the Equipment Book and it allows you to enter or view additional notes (max length 255 chars) on any stock edit entry and to link disposal entries back to their original purchase entry in the audit trail. The window is opened by clicking in a new column called Extra Info on the stock editing tabs, but the window is also available via the Items page as well (see below for full explanation)
i) When stocking in equipment the Audit Details will only allow you to enter some additional notes, but when stocking out you are also able to select a Purchase Link from the dropdown box that displays all stock edit purchase entries for the Type in question. When you have selected an entry, this will write the purchase price into the (current) Notes field and the purchase date in the Reference field.
ii) When disposing of a barcoded item, you are presented with the Audit Details window if you answer Yes to the prompt to decrease stock levels by 1. In this window you are also able to enter a price and set the disposal date (defaults to current date). If an Audit Link has already been set up then, just like with a standard stock out the purchase price will be written into the (original ) Notes field and the purchase date in the Reference field. As such, the barcode and serial number that used to be written to the original Notes field is now written to the Extra Notes field, which is appropriate as the original Notes field was never long enough to capture all of this information anyway. If an audit link has not already been set up then you also have a chance to do this in the popup window, and the items page also will be updated accordingly (purchase price, date and purchase audit link). The Extra Notes for the stock edit entry that the barcoded item is linked to can be viewed (not edited) by clicking the "View Purchase Details" button.
iii) A new "Sales Audit Link" option is also available on the Items page. This is only enabled when the barcoded item is marked as deleted. It displays the disposal date for the stock edit entry it is linked to, but the unit (purchase) price is also visible in the drop down list. This field is automatically written to when disposing of stock via the items page. The Extra Notes for the stock edit entry that the barcoded item is linked to can be viewed (not edited) by clicking the "View Disposal Details" button.
iv) A "Quick Stock In" button has been added next to the Barcode edit box; this allows you to add a new stock item after you have created a new barcode without the bother of having to visit the Stock In page afterwards.
v) It is now possible to scan in barcoded items and automatically update stock levels. If the "Scan" checkbox is ticked then any new barcode scanned will be added to the Items tab and a stock entry automatically created. The key details of the current / selected barcode are used so if no barcodes are already defined for a particular equipment Type then a single barcode needs to be manually added first.
vi) When transferring items from one location to another (multi-site only) the details are now written to the Extra Notes fields because of the extra space available.
vii) The user name of anyone who makes a stock edit entry, be this via the Stock Edit tabs or barcode management is now recorded and displayed on the Stock Edit page.
viii) Some of the new facilities listed above are made possible by the addition of a new table called Ext_Audit.db. It contains the following fields:Ext_Audit.Idx - integer that links to the matching Audit.AuditKey field
Ext_Audit.User - string(30) that stores the username
Ext_Audit.Disposal_Audit_Link - links to the Audit.AuditKey field for the original purchase entry
Ext_Audit.Disposal_Item_Link - links to the Item.ItemRef field for the deleted barcode
Ext_Audit.Extra Notes - string(255) that stores the extra notes for an stock edit entryThe barcodes table (Item.db) now utilitises the HoursUsed field to store the link to the Audit table for disposals (CostCentre is used for purchase links)
Thus is you need to design a report that allows you, for example, to compare purchase and sales prices for barcoded items you would link the table it thus:Item.HoursUsed => Audit.AuditKey
Or if you need a report that compares purchases and sales of a particular Type in the audit trails you would link the tables thus:
Ext_Audit.Idx => Audit.AuditKey
Ex_Audit.Disposal_Audit_Link => Audit2.Auditkey2) Re-assigning the Category of a Type now prompts to offer you the option of updating all your equipment lists (live and archived) to use the new category with the selected equipment Type. This facility is NOT available when re-assigning categories in Multi-Edit mode.
3) Reminders & Aliases - These have 8 improvements:
i) the markup checkbox has been replaced with a combobox with 3 options:
Exact Ratio (equivalent to Unchecked Markup in previous releases)
Markup Exact Ratio (equivalent to Checked Markup in previous releases)
Treat as Blocks (New option)'Treat as Blocks' ensures that a minimum number of Reminders and Alias components are associated with the quantity of the master type booked. The net effect for a Reminder/Alias part defined, for example, as 3 per 6 would pan out thus:
Qty of master requested: 1
Reminder Qty (Exact Ratio) : 0
Reminder Qty (Markup Exact): 1
Reminder Qty (Treat as Blocks) : 3Qty of master requested: 7
Reminder Qty (Exact Ratio) : 3
Reminder Qty (Markup Exact): 4
Reminder Qty (Treat as Blocks) : 6ii) you can specify if each item of a Reminder or Alias is chargeable
iii) you can set if a component in a Reminder is always required, i.e. already ticked. If you are in pick (multi-select) mode then the Reminders summary form will automatically pick the suggested quantity
iv) you can set the maximum Qty of Reminders and alias components so that if your ratio calculation suggests 15 but the maximum you specify is 5 then 5 will be suggested
v) there is a select all title click option on the Reminders tab
vi) you can adjust the quantities of reminders picked on the Reminders tab
vii) The Pick-Mode Reminders summary now has an Availability column so you can be sure that you have the stock you are selecting. The popup reminders list also now correctly assigns categories and adds the reminders AFTER the main pick, not before.
viii) You only have to single click a Reminder on the reminders tab to select it.4) Price schemes - are now displayed alphabetically in the drop down box when selected.
5) MasterCategories - can now be displayed alphabetically or by user defined sort order.
6) Searching - you can now search for Typecodes, Serial Numbers and Stock Numbers. There is a search button at the end of the field edit boxes.
7) TypeCodes are now validated after they are entered so that you cannot enter duplicates or conflict with a barcode with the same ID.
8) Hire History - you can now open un-archived equipment lists from the Items Hire History tab
1) There is no longer a 100 limit on the number of Crew that are now displayed
2) Crew and Transport pages now have a splitter between head panel and sheet with the effect that giving more space to the header displays more rows in the requests grid. This is saved per user.
3) Transport planner requests grid now sorts by Date (then time) or by Allocated columns
4) You can specify the number of days your transport requests filters runs for, i.e., no longer hard coded to 7. Max is 30 and this value is saved per user
5) The full address of the venue for a selected row in the requests grid is displayed in a memo box
6) The loading of the transport page should be quicker
7) Jobs Filter - You can now filter Jobs by Job Type. There is a a 3 way checkbox to turn this off, filter on a Job Type exclusively or filter on all Job Types EXCEPT the selected one.
8) Crew Scheduling - you can now select from up to 10 crew schedule options. These can be defined in the Configuration Book
9) Jobs displayed limit raised - the number of jobs viewable has been extended to 200 from 80.
10) Crew Allocation. As an alternative to finding a crew member in the main sheet you can also use the Crew Allocation to allocate to crew requests. Double click in the Crew Requests grid or click in its Assign column to bring up the form. Again any changes made on the Conflicts tab will have immediate effect in the main Planner display.
11) Crew Allocation. - Fully allocated crew positions are now coloured grey to indicate this.
12) Crew Allocation. For all allocated crew you can:
i) navigate to the crew entry in the main sheet by clicking the 'Find in Sheet Button'
ii) view/edit the details of a particular crew member
iii) email all of the selected crew13) Crew Allocation. The Crew Type filter now uses the Smart Search form; there is a a 3 way checkbox to turn this off, filter on a Crew Type exclusively or filter on all Crew Types EXCEPT the selected one.
14) Crew Scheduling. A drop down control displays the 10 customisation options for non-job crew schedules. This replaces the 4 buttons that did this job in previous version of Eclipse. The 10 scheduling options are also available in the Quick Schedule popup form (right click in main sheet on Crewing tab).
1) Accounts Book - additional indexes have been added to the database to enable the search filters on Invoices and Orders to search alphabetically on Invoice No / Order No, Our Ref and Your Ref.
2) Accounts Book. - Account On Hold - Now have three statuses: On Hold, Account Warning, Account OK. You might need to update your Account On Hold warning message on the Setup | Trading Info tab to reflect this.
3) Accounts Book - Acc Ref field added to Jobs and Invoices grids.
4). Invoices and Purchase Orders - Now have a Selected column, and Edit menus: Select All, Unselect All, Delete Selected.
5) Purchase Orders - if setting a 'Date Required' on the Hire tab then the 'Until..' value is auto filled with the Date Required + 1 day
6). Nominal Codes. - Drop down list in Invoice and Purchase Orders form is now alphabetically displayed.
1) Address Book - Special Filters are now alphabetically sorted
2) Address Book - Acc Ref field added to Companies tab (read only)
3) Address Book - Contacts. This grid has been updated to work along the lines of the Job Book's Contacts forms.
4) Address Book grids - Main grids now display more fields so you do not have to scroll to the exact record to find, say, a phone number. Also, columns with URL / Email addresses display these as hyperlinks.
5) Address Book Company grid - indicates accounts On Hold or Account Warning with the colour of the font
1) Warehouse Book - this now has a Maintenance tab that allows your warehouse staff to add / edit service records for barcoded items. The print menu has been moved to the File menu, in line with all other reports that print from Eclipse.
2) Scrap Book - you can now set an End Date for the enquiry as well as setting the Hire Days. A hire period of 0 days is also now allowed for Eclipse coming back by the end of the day.
3) Multi-Site - Loans In / Loans Out forms. You can now filter by Type to make it easier to find specific equipment in the grid.
4) Pat Testing - Smart Search control is now used for finding / filtering on equipment Types.
5) Testing - Manual and Special tests are now optional for Physical Testing
6). Pat Testing - When uploading a batch of results from a tester, the number of test results imported is displayed to the user at the end.
7) Reporting - You can now add the current Eclipse user's name to your reports. All you need to do is add an empty formula to your report called GetEclipseUserName and Eclipse will do the rest.
1) Users Security. A single tab now contains all three security pages as sub pages.
2) Rules - you can now set a range of rules that will enable you to fine tune how you use Eclipse. Rules are 'site specific' for Multi-site users, but there is a handy facility that allows you to copy rules from one site to another. In the Config Book itself the Rules are logically grouped (Job Book rules, etc), but here is the complete list.
Job Ref. is Editable .You can now specify if the user can change this. Default is true. There is also the same option for the Eqlist Ref.
Default Job Status. If set then Eclipse will always use this when creating a new job. If left blank it will default to Quote
Default Hire Period. You can use this to set the default length of a job when it is created.
Default Currency. If you want Eclipse to create a job that defaults to a currency other than your Window currency, e.g you are based in Dubai but all your machines are running Windows on a U.K locale then you can set this here.
Job Locking Auto-Updates Status. If you set this then when you lock a job its status will be set to this value and you will be prompted with the dialog for setting Eqlist statuses as well
Default Job Start and End Time zones. This replaces the option to set the default time for the 4 time zone buttons in the calendars for setting the Job Dates.This used to be on a per user basis and was for the 4 time zones only. Now you can specify this for 8 time zones (Out and Back) and the information is stored globally.
Default Eqlist Status - If this is not set then Eclipse will use the Job Status (as it always has); however, you can now specify that all new lists are, for example, Quote status, even on Confirmed jobs
Use Prep Mode. If set the Setup and De-rig fields are used to set Prep and Check In dates; the availability checking then uses these fields while the Date Out and Back are used to set the Hiredays (pricing). Of course, if you use this option you lose the functionality of Setup and Derig
Extra Hire Day. This forces Eclipse to treat a hire from 1 July - 2 July as 2 days instead of 1. This option now replaces the 'hd' command line switch that some customer are currently using
Disable Return Selected - Forces warehouse staff to either scan back everything or at least return kit by setting the back column value line by line.
Scan Only - The Send Selected Out, Return Selected, Out and Back columns are all disabled. Warehouse staff must scan out all items, using Typecodes if a Barcode is not appropriate to the kit.
AutoScan Mode - Sets the 'Auto Scan' button down as default so that you are not prompted if you want to add an item of kit when you scan it and it was not required on the list
Active Higher Status - many users have had their 'Statuses' table customised so that they have higher statuses than Active, such as Completed. In fact you can now do this yourself in the Configuration Book (see Numbering, Types & Status tab). If this option is set then these statuses will be treated like Active, i..e the Out and Back Quantities affect availability, unlike Confirmed where the Out and Back Dates affect availability.
Required Address Fields. You can now setup a list of 'required address fields' in the Configuration Book, such that when a new Company is created you can specify that certain fields (from the list Address1, Town, County, Postcode, Telephone, Email) MUST be filled in. These rules will be enforced from where ever it is possible to add a new company in Eclipse. You can also specify that the same rules apply to people as well, although these will not be enforced when adding people from Contact forms in the Job Book.
AutoCalculate Replacement Values - turn this off if you do not want Eclipse to update the replacement value fields of currencies , B,C, & D (based upon exchange rates) when you set a value to currency A.
Default Consignment Owner. Consignments are a useful way of tracking the complete hire history of a barcoded item. If you do not manage other peoples equipment (which is what Consignments are actually intended for) you can set yourself as the Consignment Owner and have full reporting options (using the Consignment Utility) on your barcodes hire history. There is a function for updating all barcodes to the selected value at the same time.
Default Taxes for Rental, Sales, Crew and Transport. If these are set then whenever a new customer is created then they will be assigned to a customer's profile. Eclipse always uses the customers tax profile when invoicing from Quick Invoice or the Invoice Wizard, so these options have been added to ensure that the customer always has a set of default tax codes assigned. If you are manually adding lines on the Rental, Sales, Crew or Transport tabs then the default tax set here will also be used.
Manual Invoice Tax - If you are manually adding lines on the ALL tab then the default tax set here will also be used.
Default Nominal Codes for Rental, Sales, Crew, Transport and Purchase Orders If a nominal code has not been assigned to an entry in your Rental, Sales, Crew or Transport database then what you assign here will be used when lines are added to any of these tabs on an Invoice. The default Purchase Nominal is used for Purchase Orders and the Miscellaneous tab of Invoices.
Manual Nominal Code - If you are manually adding lines on the ALL tab then the default Nominal Code set here will be used.
Require Invoice and Purchase Nominals. If set then when closing an Invoice, if there are any billable lines (i.e. with a Qty and Price) that have no nominal codes assigned, then when the Invoice is closed Eclipse will prompt the user to either abort the close and correct the problems or the errant lines will be deleted. Normally you would only want to use this option if you require nominal codes to be assigned, but you do NOT want this automated with Default Nominal Codes , preferring the user to think about unassigned entries before setting them.
Use Global Translation file. For users who have translated the Eclipse dictionary file (HTui_v3.mld) you can now place this file in the TEMPLATE folder of the main database on the server. If this option is set then when Eclipse starts up, it checks the TEMPLATE folder for a new version of the dictionary file and if it is newer, copies it locally to update the one that it will use.
Turn Off AutoSave - Strictly speaking the Auto Save function in Eclipse is not actually required any more; for those users who do not need it's re-assurance and in fact find it irritating, you can now turn it off, although manually running it would still be possible.
Allow More than Four Crew Allocations. This option replaces a command line switch that some customers have been using that allows you to allocate a crew member to more than 4 jobs in a day. This restriction is imposed by the limits of the Crew Planner display, so if you remove it you will not get a visual representation of these extra assignments.
Hide In Build Word Processor. This simple Word Processor is now deprecated with Eclipse because it has no support for the RTF file format that Crystal Report 8.5 exports. Using Microsoft Word with Eclipse is now the preferred method for getting a report into a document. If you check this option then the two icons in the Addons tab of the main Eclipse navigation toolbar that opened the Quote Designer and Document Templates Designer are hidden. Moreover, the 'Create New' icon in the Job Book will open up Word when on the Documents tab. Note: the interface for adding reports to the Word Processor menus that was only accessible from the Document Templates Designer is now moved to the Configuration Book, Reports tab.
Use Allocations for Pay Total. The crew pay field is now fully exposed in the Crewing, but it can be set to auto-calculate from the total pay assigned to each allocated crew (another new feature, see the Crewing section below for more information on this).
Tax Rounding Options. You can now specify how Eclipse rounds each line of tax that it calculates on an invoice. This will enable you to make the tax rounding match your local laws or in house rules. Previous version of Eclipse performed no rounding at all - and this caused minor discrepancies when data was imported into an accounts package.
Autoupdate. For PCs with a connection to the internet, Eclipse now has an auto-update facility built in, and this can be configured to:
never auto-update.
get the update automatically from the Navigator FTP site.
Auto-update from central location on your network (recommended) - for networks with quite a few workstations you can set up an auto-update service on the main server that will retrieve the update and supply this to the workstations, automatically. This reduces internet traffic, performance, and gives the network administrator more control over the process.
3) Numbering, Types and Statuses
Subhires now have the option to 'Prefix with Job number and reset count'. This is the recommended setting and will greatly increase the speed of creating subhires on large databases
Statuses - You can have as many statuses as you want in addition to the 4 core status levels (Quote, HP, Confirmed and Active).
4) Crewing
You can now assign a default price scheme to a crew type so that this is automatically used when adding a new crew position in the Job Book
You can now delete crew price schemes that have never been used (except the inbuilt system schemes). If a scheme has been used on a job but is no longer required then it can be Retired, which means that is will appear at the very bottom of the Job Book's crew selector, in greyed out italics
You can now write your own crew pricing scripts using a power scripting console. For full details see the Help file for the Configuration Book.
Composite Hourly Pricing schemes have now been withdrawn from the Configuration Book. Existing schemes will still be available to the Job Book for legacy purposes but they cannot be changed nor can new composite price schemes be created.
5) Reporting
You can now filter your reports by a form friendly name (Job Book reports etc) making them easier to find
You can file browse to a report (the correct folder automatically is found) to avoid typos when entering a report name
The Advance Options now has a "Run Programme Only" check box, which if toggled means you no longer have to associate your programme with printing a report and it appears on the Run Menu rather than the Print Menu. For more information on this advanced technique see http://clubnavigator.co.uk/knowledgebase/topic.asp?id=145
Word Processor Reports are now installed in the Configuration Book
1) should run a lot faster when archiving, especially if you have large invoice tables.
2) should be SIGNIFICANTLY faster restoring jobs, including restoring from within Eclipse itself
3) should be VERY SIGNIFICANTLY faster selecting all records in the main browser grid.
This has been updated for Eclipse 2.3 and should be updated during the upgrade.