Application Maintenance

Various standard procedures within the applications have been updated to trigger a refresh command rather than updating individual record changes – in some cases parameters have been added as to whether the system will trigger a database refresh, in others the system will automatically trigger a refresh command.

If a refresh is triggered then the system will take into account the refresh flag setting for the refresh command and will mark any unprocessed existing entries for that database as ‘D-Done’.

Refresh options are available on the following actions:

SL/PL Credit Control Manager / Save Aged Analysis – a new parameter has been added within the Application User Facilities for the Ledger (in the Period End Facilities menu) to auto-refresh SQL

SL/PL Statements – if set to flag statement date back to account a refresh command is automatically triggered (when run from the Statements menu, if individual statement printed from Credit Control Manager then only a record refresh is triggered)

SL/PL Period End – will automatically trigger a refresh for the accounts and transaction files.

NL Update from Other Systems – will automatically trigger a refresh for the import database and the Nominal Account and Transaction Files.

NL/CB Journal Clear down – auto trigger refresh of Nominal Accounts and Transactions

NL/CB Year End – auto trigger refresh of Nominal Accounts file

ST Stock Take Initialise – auto-trigger refresh of Stock / Batch Files

ST Stock Take Auto-Adjustments – auto trigger refresh of Stock/Stock Transaction/Batch and Batch Transaction files.

ST Period End – auto trigger refresh of Stock/Stock Transaction files.

ST Calculate Estimated Usage – auto trigger refresh of Stock / Stock Transaction files

SP/PP/BM – Automatic Documents have an added parameter on the Selection Criteria / Auto-Run screen to refresh the appropriate databases. Databases are refreshed after each order is processed (due to multi-user considerations) but will mark earlier refreshes as complete if not yet processed.

SP/PP/BM – Clear down Options will auto refresh if clear completed orders or clear by date, if select individual orders the system will trigger a record refresh although if do follow this option with the compact process a refresh will be triggered.

SP/PP – Batch Order creation options have parameter option to trigger refresh of the appropriate databases within the batch update configuration.

BM – Create from Sales Order procedure has parameter option to trigger refresh of the appropriate databases within the generation configuration options.

PR – Employee/Department Audits will trigger refresh of the employee and department databases.

PR – Payroll Run Report will trigger refresh of all the payroll databases where appropriate

PR – Period / Year End Processes will trigger refresh of all the payroll databases where appropriate.

JC – Clear Completed Jobs will trigger refresh of the job costing databases.

JC – Period End procedure will trigger refresh of the job costing databases.

Batch Updates – parameter options have been added within the Optional Features to auto-refresh the appropriate databases.

Invoice Costing / Automatic Documents – parameter options have been added within the Document Design to trigger an auto-refresh of the sales account, sales transaction and invoice costing databases.

Invoice Costing / Sort & Remove Entry Options – will auto-refresh appropriate databases automatically.

Invoice Generator / Automatic Documents – parameter options have been added within the Document Design to trigger an auto-refresh of the sales account, sales transaction and invoice detail databases.

Invoice Generator / Re-sequence & Clear Options – will auto-refresh appropriate databases automatically.

ProFiler / Global Updates – all Global Update options have an addition parameter within the definition to auto-refresh the SQL table. Updates will still write individual entries (due to multi-user considerations) but will write a refresh entry at the end and mark any unprocessed entries for the database as complete.

ProFiler / Listings – report options which allow flagging back to the file that the record has been printed (i.e. label printing, standard report listings, user-defined reports, etc.) have additional parameter options within the definition to auto-refresh the SQL table.