03-Jul-2025
  • Inventory Report has been given additional options for showing all inventory, showing inactive items, and showing options for all items.
  • Media Types can now be set as inactive, and will be set inactive if they are deleted but can't be removed from the system because they are linked to another object.
08-May 2025
  • Unapproved rental items will be considered 'imcomplete' on the Invoice Report & Export.
15-Apr-2025
  • Modified the save process to allow renewal or new to be saveable even if the docket is invoiced.
  • Control enable status for rental items on docket has been changed to match the actual saveable state when the docket is invoiced.
04-Mar-2025
  • Not selecting a salesman should now correctly unset the filter on the Sales Projections report.
  • Sales Projections report should now filter by location code as expected.
05-Feb-2025
  • Deactivated users no longer appear on the following pages: Calendar, Purchasing, Quotes, Salesman Assignments.
  • Deactivated users no longer appear on the following reports: Bonuses, Campaign Closures, Customer Assignments, Billing, Invoice & Export, Sales Projections, Outstanding Dockets.
30-Jan-2025
  • 'Credit Card' is now the default charge type for all new dockets
16-Jan-2025
  • Added a 'new' checkbox to each rental line item which displays the opposite of the 'renewal' status. This checkbox is checked during the save process.
  • Sales Projections report can now filter by NEW or RENEWAL dockets. The default is viewing both.
  • As a result of the Sales Projections report change, all reports and export files which utilized the new method of gathering billing data have been updated to use a new flexible method of filtering.
13-Jan-2025
  • Added a 'renewal' checkbox to each rental line item which can be checked off to indicate that this is an item that is being renewed from an older docket.
  • When a docket has a renewal item on it, the text ** RENEWAL ** will appear near the docket number on the edit page.
  • Changes have been made to how the system checks and stores empty dates.
10-Sep-2024
  • Added new 10% commission option to Outdoor Advertising
  • Outdoor Advertising 20% commission now reads "20% Commission (6 months only)
21-Jun-2024
  • Inactive users are now hidden by default on the users page, but can be shown with a new 'Show Inactive Users' checkbox.
  • The users page will now show and be ordered by last name, first name instead of username.
  • Added a dropdown box to the filters for campaigns that allows selection of a salesman.
  • Resolved a scenario where all outstanding quotes were being shown by default. Only users with the Quotes - Outstanding permission will be able to see all quotes.
  • If the user can see all outstanding quotes, the salesman filter will now filter these results to the ones that have been quoted by that user.
09-Nov-2023
  • Finish date, Location and Location Tag have been moved to the list of unprotected fields during saving, to match the interface display for non-invoicing users.
  • Rate and weekly total fields for Docket Rentals are no longer editable when the user cannot save the data.
  • Rate and weekly total fields will now highlight if they have been changed recently, similarly to other fields.
  • Items assigned to a location will no longer show an error that the location is occupied when saving that item again if it is the only item assigned to that location.
  • Resolved some issues where docket page was adding warnings to the log.
28-Sep-2023
  • Resolved an issue that was preventing new dockets from showing the add/remove rentals and production controls
  • Upload Files on the Docket page should now always be enabled as long as the current number of files does not exceed the file limit (5).
  • Docket Rentals are no longer locked down when the docket is approved for print.
27-Sep-2023
  • Dockets that have been approved for printing will no longer allow users to change the pricing information.
  • Added a new security setting for controlling whether the user can alter pricing on approved dockets or not.
  • Dockets that have been approved for print will now be completely locked down and can only be modified, or returned to unapproved status, by a docket approver.
  • Docket Due Date should be disabled when form is disabled.
  • Installer Photos can now still be uploaded and deleted from approved dockets
  • Approved Dockets will now allow users without the Approver permission to edit the In Production, Ready, Printed Dates, Shipped Dates, Invoice Notes and Additional Notes fields.
18-Aug-2023
  • Sales Projections report will now allow users to select multiple customers as a filter.
  • The Export data gathering method has been updated to allow multiple customers to be passed as a data filter, but using a single customer ID should still be supported for backwards compatibility.
30-Jun-2023
  • Resolved an issue where a user without the permission to view prices was able to see pricing when adding a production item to a docket.
  • Users without pricing permission can now save dockets and the default pricing from the media type definition will be loaded into the item.
  • Live changes to pricing on newly added production rows should now recalculate the row total in real time prior to saving the docket.
22-Jun-2023
  • Added a new security setting to control the ability to change the customer on a docket independently of the invoicing permission.
21-Jun-2023
  • New security system is now live, allowing more granular control over visibility and actions.
  • Resolved issue with being unable to save new user group.
  • Implemented ability to delete user groups that are not assigned to any user. User groups assigned to a user account will display an error.
  • Resolved visibility issues and saving problems with pricing and the new docket prices security setting on the dockets page.
  • Users who have the ability to sale the Invoice report but do not have the ability to edit users will no longer see other user data in the results.
  • Users without invoicing permission can see the checkboxes for each row on the Invoice report again, even though they can't export.
  • Updated jQuery UI to v1.13.2 to resolve conflicts with jQuery 3.7.0 which was preventing dialogs from loading correctly.
10-Apr-2023
  • Docket Type filter on Outstanding Dockets report is now an inclusive checkbox list instead of a select field. Showing all dockets that have none of the options selected by default.
16-Feb-2023
  • Sales Projection report will now pass any selected min/max filters on the total to the Excel generator, and the resulting excel file should match the output of the report.
15-Feb-2023
  • Added Customer and Salesman filters to Sales Projections Report.
  • New filters also apply to Excel export.
27-Jan-2023
  • Prevented all date controls on rental section of a docket from being changeable when in read-only mode, even if the date is activated (checked).
  • Removing Pricing information from docket rentals display when user is an installer.
  • Removed pricing information from docket production display when user is an installer.
  • Removed total displays from docket page for installer users.
20-Jan-2023
  • Adjusted access level installer to differentiate it from USER access level.
  • Resolved a few fields that were not displaying as read only when in docket read only mode.
  • Adjusted width of Docket rental and production date columns to prevent the checkbox and date input from wrapping to 2 lines.
  • Ability to delete and upload new files has been disabled in docket view only mode.
  • Added a new section for displaying installer pictures. Installers can now upload pictures to a docket but are unable to edit the docket data
  • Customers can now be set as inactive, or will be marked inactive if they are deleted but linked to a docket or other data structure.
  • Inactive customers are no longer listed by default, but can be viewed by selecting a new checkbox to 'Show Inactive Customers'. These customers will be tagged with [Inactive].
  • Inactive customers are no longer loaded into the index page customer dropdown.
  • Inactive customers are no longer loaded into the installer page customer dropdown filter.
  • Inactive customers are no longer loaded into the Buses page customer dropdown.
  • Inactive customers are no longer loaded into the Quotes page customer dropdown unless the customer is assigned to the quote currently being viewed.
  • Inactive customers will no longer be returned in the resultset of the Customer search dialog accessed from the Dockets page.
  • Inactive customers will no longer appear in the customer filter for the Area Location Availability report.
  • Inactive customers will no longer appear in the customer filter for the Docket Search report.
  • Inactive customers will no longer appear in the customer filter for the Campaign Closures report.
  • Inactive customers will no longer appear in the results for the Customer Assignments report.
  • Inactive customers will no longer appear in the customer filter for the Billing report.
  • Inactive customers will no longer appear in the customer filter for the Invoice & Export report.
  • Resolved an issue with the Sales Charts that would cause an error to appear if no media types were selected.
23-Nov-2022
  • Added excel export to buses tab.
10-Nov-2022
  • Added Show only Approved filter to busses page.
  • Updated Bus Rental select to allow multiple selections.
9-Nov-2022
  • Added Sale Charts
  • Added security options on user info page.
  • Added show in sales charts option to media types.
30-Sep-2022
  • Item type (Rental or Production) is now displayed on the printed quote between the Product and Description.
  • When copying a docket to a quote, rental items will copy over the start/finish dates into the Notes field on the quote.
21-Sep-2022
  • All date/time conversions are now handled by standard PHP strtotime method.
  • Resolved a number of issues with docket data loading that were generating warnings in the logs.
02-Aug-2022
  • Due Date will now be initialized to 9 days ahead instead of 7 days, to account for the weekend, when checking off the Approved For Print checkbox on a docket.
02-Aug-2022
  • Dragging or expanding the options in the Docket Production Options dialog will now recalculate the dialog height to prevent cases where moving the dialog would cause an incorrect max height to be applied when checking an option that has suboptions.
26-July-2022
  • Trailing spaces entered into the docket advertising location are now removed by default.
  • Location Tag on the dockets page is now restricted to a list of codes.
12-July-2022
  • Sales Projection report no longer shows the weeks multiplied by the quantity for multi-item advertising.
30-June-2022
  • Quote search results are now ordered in descending order by Quote #.
  • Total Docket cost on the Sales Projection report will no longer have a thousand separator (,) to prevent the cost filter from skipping these items.
  • Increased the width of the quantity column on the production options dialog to allow more room for double digit quantity on the parent item.
  • Production Option dialog will now always open at the top of the content window.
  • Production Option dialog has been assigned a maximum height of 800 pixels which will apply scrollbars to the dialog content if the height increased beyond that value.
10-June-2022
  • The Installer page now has a filter for hiding the front/back side company labels on the marker information popup. This setting will persist to the view page.
08-June-2022
  • Sales Projection report will now treat production options as a production item so that the correct quantity is used in the report.
02-June-2022
  • Sales Projection report now shows Production item totals. Report was previously only used for advertising sales projections.
  • Sales Projection report can now be filtered by a docket total range. Enabling and adjusting the upper and lower amounts will filter what is shown in the report in realtime.
12-April-2022
  • Resolved an issue with changing the size of a quote item recalculating the rate of an item but not the line total.
  • Added a unit column to the quotes page display to differentiate between items that calculate based on square footage from items that are per-item based.
01-April-2022
  • New dockets will now default to being set as a Proof.
30-March-2022
  • The Outstanding Dockets report can now be filtered by type: All, Proof, Approved for Print, In Production.
28-March-2022
  • Dockets can now be set as a proof, which will prevent the docket from being approved or set as ready to invoice.
  • There is now a filter on the main index page to show dockets, proofs or all. By default, only dockets are shown.
23-February-2022
  • The Installers tab now allows locations to be added to the selection list by using a search field. Any markers matching the search text, completely or partially, will be added to the selection list.
11-February-2022
  • Resolved an issue where changing the size of a new production item on the options dialog was not correctly recalculating the rates for all sub-options, resulting in incorrect pricing.
07-February-2022
  • Added 20% commission to the Outdoor Advertising category.
12-November-2021
  • The default production commission rate is now 10% instead of 7.
15-September-2021
  • The Outstanding Docket report will no longer show invoice-ready dockets that do not have a zero ($0.00) charge, as these dockets are not exportable and would never be removed from the list otherwise.
01-April-2021
  • Ticket state will now be checked when determining if the submitted open date is valid, as in some states the opened date cannot be changed and will never submit a valid date.
29-March-2021
  • Customer search button on the docket page now follows the same restrictions applied during the save process; only Invoice Administrators and above can change the customer on a docket, so the search button will only be enabled on existing dockets for these user levels.
02-March-2021
  • The parent item in the options dialog now has the price and rate fields disabled for non-administrators to prevent incorrect configuration of new production items on a docket.
  • Added a search button on the Media Type page to allow for quick access to a specific item.
  • Media Type categories can now also be hidden from the docket production.
01-March-2021
  • Options dialog when adding an item to a docket now supports automatic size updates. When changing the size of the parent item, all option sizes will automatically update to match.
  • Docket Creation date is now stored separately from the update date for each docket. All existing dockets will be initialized with no create date since it is unknown.
  • Dockets created before 2021-02-28 (or with no creation date) will not be allowed to be duplicated.
  • Dockets and Customers now contain a field for storing a billing email address. The customer email address is updated automatically when a new docket has a billing email that is different from the current customer billing email.
  • Production items with zero charge no longer show up on the Invoice & Export report results, and cannot be exported.
  • Resolved an issue where the 'Hide from Dockets' setting was not showing the saved value on the Media Types page.
  • Implemented advanced Media Type option configuration through a new dialog which allows a user to specify which options are hidden to normal users.
11-February-2021
  • Description from production items should now copy to quote notes field when using the 'Copy to Quote' button on a docket.
08-January-2021
  • Option dialog row rate should now be calculated for all options when initializing the option list.
  • The option row total should now be calculated when enabling or disabling the option in the dialog.
  • Resolved some issues with the production table layout when adding new items for some user access levels.
  • Custom Size controls should now be hidden on new Production items and options added to the docket production if a preset size is selected in the option dialog.
  • The production table now has a 'unit' column so that users can better understand whether the price is being calculating based on square footage or per quantity based on the item settings.
  • Production Options dialog should now use the correct dimensions when recalculating the row rate when selecting a different size.
17-November-2020
  • Outstanding report now has the option to switch between ordering by date and customer name. Date is selected by default.
26-October-2020
  • Installer and Client View pages now display the Lat/Lng for each location in the location tooltip.
  • Updated framework library files to latest version.
18-September-2020
  • Added a default filter to index. Show Non-Invoiced Approved Only.
  • Removed print queue popup from dockets when checking approved for print.
  • Print queue turns off when at least one production item is marked as shipped/installed
29-July-2020
  • Resolved an issue where some dockets and dockets created from quotes were not being defaulted to the correct charge type. All dockets should now default to 'Invoice'.
09-June-2020
  • Installed the "Docket to Quote" functionality. Select a docket on the docket page, then click "Copy to Quote" button. The docket will be saved and you will be redirected to the newly generated quote containing all the elemets from the selected docket.
  • New dockets should default to 'Invoice' charge type.
29-May-2020
  • The installed page has new functionality that allows a user to select locations for display that may be outside of the currently selected region or other filter parameters. This selection system will also pass through to the Excel List export and the Client View. This will allow users to create custom view lists by using the selected location controls on the filter overlay.
26-Feb-2020
  • Static size loading on the docket page has been replaced with a dynamic loading system. The number of media types and sizes being preloaded was causing long loading times on the docket page.
  • Resolved an issue where, when opening a docket, the rate for items would be displayed as zero. The rates should now display the previously saved amount.
  • Customer address should now load into the docket after selecting a new customer from the search dialog.
25-Feb-2020
  • The customer dropdown list has been replaced with a search mechanism, as loading all customers into the dropdown was causing the page loading to stall.
06-Feb-2020
  • Added an option to set a user as an installer on the Users tab.
  • When creating an event on the calendar there is an option to create a docket. This will open the docket page in add mode. When finished creating a docket click "Save" then "Back to Calendar". This will load the docket number, customer, and sales rep into the event.
  • Added a "Print Queue" date field and a yes/no toggle. Setting the date and checking yes will display this docket in the "Print Queue" tab.
  • Added a "Update" date field. Setting this date will display the docket on the "Updates" tab.
14-Jan-2020
  • The class column on exported dockets will now be restricted to a maximum of 31 characters. Any text exceeding this amount will be cut from the export to ensure that the class name does not exceed the maximum allowed in quickbooks.
16-Oct-2019
  • The Buses page is now visible to all users.
  • The Installed and View pages will now only display the front/back side of a location in the map popup if that side matches the selected company filters.
  • The Installed page will now display the latest campaign end date for the current location's customer and media type in the location information popup.
  • Single sided locations will now show as full when one side is assigned to a customer on the Installed and View pages.
  • Area Location dialog now only loads Rental categories to ensure that new locations are created with the correct rental types.
25-Sep-2019
  • Production option size dropdowns should be loading the option's available size list along with the ability to select a custom size.
05-Sep-2019
  • New 5% commission type added to Outdoor Advertising
14-Aug-2019
  • Options dialog should now display the correct sales or product name when accessed via the exchange media button on the docket
  • Selecting options on an item's available options dialog will now add the item as expected when selecting from an exchange process.
03-Jul-2019
  • The Installed page export list has been modified to continue to export with no types selected after the recent change to being able to select multiple types.
20-Jun-2019
  • The Installed page will now only show a single side for locations that are single sided media on both the marker tooltips and the location details dialog.
13-Jun-2019
  • Import & Export report will now contain items that do not occur within the selected billing period, but may have been exported during this time.
10-Jun-2019
  • The Installed page should now show partially assigned locations when selecting the "Open" option.
  • The Installed page map markers should now be showing the correct partial or unavailable colors based on what is set in the installed locations table and no longer be checking the in use status based on the dockets.
07-Jun-2019
  • "In Production" flag on dockets will now also store the user name of the person setting the docket to in production
  • Dockets page will now display the user and the date/time the docket was set to be "In Production".
  • The Buses page will now allow the selection of multiple media types at once. This replaces the old system of trying to match items up by name which was no longer working due to some items being renamed. The restriction on selectable media based on specific category IDs has also been removed, and will now use the Item Type property for the items instead.
  • Media types can now have a sales name, which can be used to provide a user friendly name to the user. The default name type which a person can see can be changed on the user profile. If there is no sales name entered, the user will see the technical name by default.
  • Options dialog will now only show sub-items if the parent is clicked to prevent the options dialog from becoming too long.
  • Options with the quantity set to 0 are no longer added to items on quotes or dockets.
  • The quote list now only displays quotes that are dated within the last 30 days. To locate older quotes, use the new search bar.
16-May-2019
  • Quotes now contain a field for adding notes. These notes are displayed on the printed PDF and will be transferred to the description field on the generated docket.
08-May-2019
  • VISA, Mastercard and Cash charge types are now consolidated into a single 'Credit Card' charge type. All dockets have been updated to the new settings
  • The Invoice Report & Export report will now display items that have been exported but were not exported in the previous cycle are now highlighted in yellow.
30-Apr-2019
  • The Installed page will now allow users to select multiple media types to filter on the map.
  • The Installed page Excel export should now show the same items as displayed on the map.
23-Apr-2019
  • The Docket Search report will now allow users to expand the details of the report similarly to the index page.
  • Resolved some issues with the Area Location report Google map.
  • Quotes now have a specialized print mode which will generate a PDF document.
15-Feb-2019
  • Docket Production no longer has a Laminate setting, but contains a White Options setting instead.
12-Feb-2019
  • The Invoice Report & Export will now display ALL un-exported advertising records if they were set to finish before the start date. - This change temporarily rolled back.
07-Feb-2019
  • Removing a production item from a docket should now also remove the description field to ensure that the descriptions on the remaining items do not get shifted down or lost.
  • When a user without permission to change a customer on a docket saves, the modified notification email should no longer be missing the customer name (showing _INVALID_CUSTOMER_).
30-Nov-2018
  • Dockets can now be configured on a 'Full' cycle type which will bill the full amount for rental items, no matter how long they are, in the first billing period in which they are eligible to appear.
14-Nov-2018
  • Dockets now have the option to print a packing slip or the normal docket print mode when clicking the print button.
  • There is a new invoice notes field for every production item, which can be set to override the description on the quickbooks export for invoicing.
24-Aug-2018
  • There are now checkboxes above the Print, Ship and Install columns on the docket page for both the Rental and Production sections which will allow a user to check off all the dates in that column in a single click.
  • Users can now exchange items on a docket using the exchange button (). This will present a dialog where you can select the item to switch to - all location, quantity, size, date, rate and other information will be kept if possible and the user can select a new set of options for the new item.
08-May-2018
  • Docket due date control will now only allow the user to select a weekday.
05-Apr-2018
  • The Invoice Report & Export now displays a column showing the docket charge type, and the report is now filterable by charge type.
  • If there are no users with the 'Change Alert' setting on, saving a docket will no attempt to send an email to a blank address list.
23-Mar-2018
  • The index page should load quicker as all docket items are now loaded only when the user clicks on the '+' beside the docket number.
  • The index page now has additional filters to only show dockets that contain production items, or that contain unprinted production.
  • Administrators will now only get change alert emails on dockets that are approved.
  • Dockets, once approved, can now be assigned a Due Date. If this due date is under 7 days an extra charge will be applied.
  • You can now sort the index page by Due Date, or Docket # (the default).
29-Jan-2018
  • Only Invoice Administrators and above have the ability to delete, void or change the customer of an existing docket to prevent users from removing or modifying dockets and losing or re-using docket numbers.
  • Resolved an issue where saving a docket that has a rental item with no finish date, would cause a message to display stating that item must finish on a Sunday.
17-Nov-2017
Installed Page
  • New functionality to upload poster images for locations when marker is clicked.
  • Displays information when mouse hovers on location marker.
  • Location markers can now be moved around the map.
  • New location can be added by double clicking on the map.
15-Nov-2017
Reports Page - Email Report
  • Ability to put in multiple email addresses per docket.
02-Nov-2017
Reports Page
  • New report "Email Report".
25-Oct-2017
  • The Quotes page now displays all listings in order of customer, followed by Quote Number and Date instead of leading with the Quote number to make it easier to locate a specific customer's quote.
  • By default, all quotes that have been sent to a docket are now hidden on the quotes page. Users can view these quotes by clicking on the "Show Generated Quotes" checkbox.
  • Docket #s are now shown in the dropdown list for all quotes that have been generated as a docket.
05-Oct-2017
  • The Installers page has been redesigned to display the locations on a map instead of a list. Clicking on a location will now open that location installation information in a dialog that will allow the user to set and view the Side A/B settings for that location.
  • Adjustments to site layout to allow for space filling calendar on the installed tab.
  • Resolved an issue causing the selected tab in the menu to not be highlighted.
  • Ending Soon section will now display the docket customer name to make it easier to identify the docket.
  • Ending Soon section is now limited to showing the dockets ending within the next two months, instead of all open dockets to reduce the length of the table for busier areas.
  • Resolved an issue with the Areas page not highlighting the clicked map location in the Fixed Locations list.
  • Resolved an issue on the areas page where the info window would not closed after mousing over a location that has items installed.
  • Removed potential for a duplicate size to be created through the media page.
  • Duplicate media sizes have been merged into a single record, and all used instances of the duplicates have been updated to use the single size reference. This will greatly reduce the number of duplicate size options in the media selection dropdown boxes.
12-Sep-2017
  • Sales Projection report now has the ability to filter by a specific media type.
23-Aug-2017
  • The locations on the area page are now a bit more dynamic and multiple locations can be added to an area without refreshing the page by saving the entire area.
  • Locations can now be edited to change the name, position, type of media and size at any time.
  • Users can now modify the geo location directly through the location information dialog. They now have the ability to copy-paste the location from google maps directly into a provided field.
  • Users can now dynamically delete locations from an area.
24-Jul-2017
  • Default items can now be removed from a docket during creation.
19-Jul-2017
  • Docket Production will now default to Printing commission type.
27-Jun-2017
  • Modified the Invoice Report & Export report to improve handling of non-standard (4 week) cycle dockets that are not billed near the start of the billing period, which could cause them to not show under the correct month after export. The report should have better handling for all cycle types by calculating the billing period start time based on the first export time to ensure that the week count is accurate.
08-Jun-2017
  • Adjusted the Invoice Report to show dockets that were not appearing under specific circumstances regarding rental item start dates that occur before the current billing cycle, with a cycle that was non-standard (12 or 52 weeks) and that hadn't been previously invoiced.
  • The Outstanding Report now shows dockets that have been readied, but not invoiced. This report will now also show the reason for that docket appearing on the report as either "Not Ready" or "Not Invoiced".
05-Jun-2017
  • Printing Commission on dockets now has a 10% option.
  • Import Report & Export will now only show the current user's data if that user is not an administrator.
  • There is a new Bonuses Report for administrators which will display bonus amounts for a given billing period. The rates for bonus values can be adjusted on each media type.
15-May-2017
  • Invoice Administration and above now have access to a new report which will detail contact changes between the stored default and the contact information on a particular docket so that they can update the default contact information in the system and quickbooks if required.
  • Docket Rental items now have the ability to be coded separately by location in order to be filtered in future reports.
  • Sales Projections report can now be filtered by Location Code.
12-Apr-2017
  • Dockets can now have up to 5 files attached. These files are uploaded via the new "Upload Files" button that will open a small dialog window. Files can be up to 10MB in size.
29-Mar-2017
  • Dockets now have the ability to be duplicated, which will open a new docket which will contain the same information as the docket that was duplicated.
  • Docket Profitability Slider is now available for Administrator users to adjust pricing for the production section of the docket.
  • Default Items will no longer appear as removable for non-administrative users.
  • Docket links on the index page will now open in a new tab to prevent the index list.
20-Mar-2017
  • Sales Projections report now has the ability to filter out Rentals or Production data from the results.
13-Feb-2017
  • Corrected an issue with Ready to Invoice checkbox status under specific docket access levels.
10-Jan-2017
  • Dockets can now be unreadied by the salesperson assigned to the docket. Users are now also no longer able to change the salesperson on readied dockets to prevent circumventing this restriction.
19-Dec-2016
  • Voided Dockets are no longer listed on the index.
09-Dec-2016
  • Added a new Unbilled Dockets report to keep track of dockets that are open, and have not been readied for invoicing or voided.
28-Oct-2016
  • The sales page now has filters for commission types for both Rentals and Production.
  • Adding a new Customer Assignments report to view Customer-Salesperson interaction.
27-Oct-2016
  • Quotes page should no longer reset size and rate to 0 when selecting a custom size for a new item.
  • Sales page calendar controls have been updated to the new version, and the "include open items" checkbox will now refresh the form when the checked state is changed.
12-Oct-2016
  • Invoice and Site Administrators can now remove and modify information on a billed docket's rental and production lines.
07-Oct-2016
  • Media Types can now be set as a docket default item.
  • When creating a new docket, all docket default items are now loaded into Docket Production automatically.
  • Resolved an issue where the docket form would not remove options correctly when creating a new docket while viewing a docket that had options set on one or more items.
  • When cancelling a new docket, the docket form will now return to the proper disabled state.
12-Sep-2016
  • Changing quote customer will no longer cause script to terminate on the quotes page due to issue with unformatted strings in Media Type names.
  • Corrected the issue that was causing the height and width entry fields on the options dialog to not appear when selecting Custom
  • Corrected issue with layout on Dockets that was causing custom size fields to not appear for Rentals or Production when selecting ‘Custom’ in the size dropdown
02-Sep-2016
  • Dockets now display the "Approve for Print" date beside this field after being approved.
  • Dockets will now only load selected categories for the Rentals section. These categories must be set to be 'Rentals' allowed on the media types category setup.
23-Aug-2016
  • Print Date is no longer a required fields for 12 or 52 week cycle docket production, as this was a required check for a previous implementation of the Billing Export.
09-Aug-2016
  • Docket Security Update: The docket page security has been updated to allow different levels of editing based on the docket status and user level. Anyone will be able to edit any docket in any way until the docket has been marked as "Ready to Invoice", when the following rules will apply:
    • Sales staff will be able to change the Sold By name and P.O. #. All other header fields will be locked out.
    • Sales staff will be able to change the Finish, Approved, Printed, Shipped and Installed dates for rentals at all times, even after initial invoice.
    • Sales staff will be able to change the Laminate, Printed and Shipped dates for all Production at any time.
    • Invoice Administrators will be able to further modify the docket customer info, cycle type, commission and quantities for Rentals and Production at any time.
    • If the Docket has not been invoiced at all, the Invoice Administrator can now return the docket to full edit mode by unselecting the "Ready to Invoice" checkbox.
    • Rentals and Production can be added to a docket at any time, and full editing will apply until the save button is pressed at which point they will fall under the same rules as all other items. For example, if you need to switch out a rental it is recommended that you change the finish date for the old item and add a new rental.
08-Aug-2016
  • Exporting a docket will now store the first export date for items being exported for the first time.
  • The Invoice Report will now display the correct start date for items being billed in the cycle being viewed if this was their first billing cycle.
  • Existing rentals have been given a first export date equal to the item start date to prevent older items from being billed all at once for August.
05-Aug-2016
  • Invoice Administrators will now get a notification in the header when there are new invoices ready to be exported.
  • The Index page now displays any docket that has not been marked as Ready, or has been updated since the user's last login.
04-Aug-2016
  • Index page now also shows dockets that contain rentals that have not been marked as Installed, to match the billing setup
  • Dockets page now has a single “Ready to Install” checkbox that can be checked to signify it is ready for export.
  • Ready to Install is now enabled when all items on the docket have been printed, shipped and installed (if applicable)
  • Docket is now re-checked for readiness when removing and adding Rentals or Production.
  • Dockets now store the last updated by username to keep track of who last modified the docket. This information is now displayed on the docket beside the docket #
  • Once an invoice is saved as ready to invoice, it is no longer editable by sales staff.
  • Invoices that have been exported are no longer editable by any user.
  • All field elements should now be disabled when the docket form is disabled
  • The Billing Report Master has been removed, and its functionality has been integrated into an improved Quickbooks Export report which is now called the "Invoice Report & Export".
11-Jul-2016
  • The Quickbooks Export report will no longer pre-select any Docket that has an incomplete item in the list to prevent accidental exports of an unfinished or unapproved docket that may be appearing on the export report for the first time.
  • The Billing Report now has the ability to filter the results by Salesman and Area.
  • The Billing Report now displays all options for a docket underneath the production item to which it is attached.
06-Jul-2016
  • The Quickbooks Export report now has a list at the bottom displaying the previous year's worth of unbilled dockets, with quick access links to that specific period.
  • The Quickbooks Export now shows all production items that do not have a print date set.
  • Access to the Export button has been restricted.
  • In order to speed up cleanup and reduce clutter on the export screen, all dockets before 2016 that had production without a print date have had their print dates set to be equal to the docket date.
05-Jul-2016
  • Customer Notes for Production has been moved to be per-docket instead of per-production item. All existing production customer notes have been aggregated into the new field.
  • The Invoice Notes field is now exported to Quickbooks instead of the Additional Notes. There is no update needed for the Importer Application.
  • The reports page now defaults to the user's default area.
21-Jun-2016
  • The print page displays the Description instead of the notes again for internal usage.
  • Corrected an issue which was preventing a newly added item from setting up the multiplier modification for all of that item's options.
  • Options being added with an item should now be given the proper rate, instead of setting the rate as the price of that option.
  • New Options added to a docket are now loaded with all available preset sizes.
  • Rental and Production items stored on a docket are now loaded with its preset sizes available for selection when first opening the docket record.
  • User profiles can now be designated to have "All" areas set as their default.
  • The Index sidebar now allows users to select "All" areas for Ending Soon and Current Campaigns tables.
17-Jun-2016
  • Print stylesheet has been adjusted to prevent browser specific displays for input fields from appearing in the printed document.
  • Docket Production items now have a secondary field for notes for each item, which are intended to be visible by the customer.
  • On the print version of the docket, the Description field is now the notes field. The existing description field is not shown.
  • The Docket Print button now opens the print view in a new window or tab, instead of replacing the existing view so that the user doesn't lose access to the site navigation or any changes they may have made but not saved.
  • Art Location has been changed to P.O.#. It will be appearing in exports in a future update once placement in Quickbooks has been confirmed.
  • There is a new Inventory Report available.
16-Jun-2016
  • Login procedure modified to make it more flexible to future account-related enhancements.
  • Each account can now have a default area specified, and the default area will be used as a preselection for different areas of the site.
  • The index page will currently preselect the account's default area for items listed on the page.
  • Ending Soon and Current Campaigns sections of the index page are now filterable by area. The user's default area is selected once the page loads.
  • Users can now filter the index open dockets to show only the approved dockets.
  • The approved field is now a date/time capturing the moment when the docket was approved for print.
  • New Dockets will now default to the user's default area.
  • Sales tab now shows the full docket number and also includes the options in the total for each docket.
  • The billing report now displays the full docket number.
  • Each item on a quote can now have its own custom description. For production items, this data is carried over to the docket that is generated from the quote.
15-Jun-2016
  • Docket item changes with options and pricing now live.
  • Areas field for "Next Invoice" is now listed as "Next Docket" to accurately reflect what the value is used for.
  • Multipliers now in effect for docket production options and on the option dialog.
  • Salesmen now sorted by last name, first name on the index page filter dropdown.
  • ‘Media’ text on quotes page changed to ‘Rental’ to keep consistent naming between quotes and dockets.
  • Docket Rentals selection dropdown now displays '-- Rental --' instead of '-- Media --' to keep naming convention consistent.
30-May-2016
  • The Media Types page now has the ability to rename categories. All category interaction buttons are now beside the main category selector.
24-May-2016
  • The Quickbooks Export report is now also filterable by the salesman. By default, the report and export will display all dockets by all salesmen.
18-May-2016
  • "Next Docket" button on the dockets page will now direct users to the next docket within the same area, instead of the next docket in the entire system.
16-May-2016
  • The Quotes page has been upgraded to provide the ability to add production items with customized options as configured on the Media Types page.
  • The Docket Production page now supports the ability to add Production Items with options.
  • The index now displays current and soon to be expiring campaigns
  • Quickbooks Export now lists Docket Production Options on the export output.
10-Mar-2016
  • A new beta version of the Dockets page is now accessible via a link on the existing Dockets page.
  • The index list should now display Dockets that have Production items but no Rentals.
02-Mar-2016
  • Email subject when a docket is modified and set to approved will now specify that it has been approved.
  • The approved status should now be saving the correct status with the Docket.
  • After saving a docket, the VOID and APPROVED status checkboxes will reflect the current status stored in the record.
  • Quotes will now remember customer data as entered if a new entry fails, and will no longer load items from the latest quote in the dropdown.
  • Corrected issue with references to variables from Docket page that were moved to docket creation utility methods for Quote to Docket generation causing warnings to appear on screen and setting incorrect docket code value on the newly created docket.
  • Media Types page now has configuration options for Inventory System.
04-Feb-2016
  • Optimized the way Commission Types and Rates are stored and loaded on the Docket page.
10-Jul-2015
  • Salesman Assignments now show multiple customers, previously they just showed the latest
  • Date Range selectiion now available on Sales Tab
  • Users can now select whether to select open Dockets, closed Dockets or both.
09-Jul-2015
  • Salesman Assignments are now sortable by Customer, Last Activity, and Docket Number
  • Docket Number Column Added to Sales Tab
  • Users can click the Docket Number to open the respective Docket
  • Script is available for the Site Administrator to close all dockets that are older than one year old
20-Apr-2015
  • There is now a calendar display on the Bus page which shows if their are active buses for any day in the selected month.
  • There is now a text display on the Bus page which shows all active buses on the selected day.
30-Mar-2015
  • Added a page to store Bus Items for use only by the site admin.
19-Mar-2015
  • There is now a "Next Docket" button on the Docket page which will move the user to the next docket stored in the system compared to the docket currently being viewed.
18-Mar-2015
  • Text in the Production Description text box on a Docket will now maintain new line characters in the print mode.
  • Text in the Layout text box on a Docket will now maintain new line characters in the print mode.
  • The main page now shows the date opened date in the results list.
  • The Docket Search report now has the option to filter the results by media type.
20-Nov-2014
  • Added Commission and Rate options for Production Items
12-Nov-2014
  • Added Optically Clear option to Laminate options in Docket page
  • Laminate option is now Saved correctly for new rows
01-Oct-2014
  • The box size for Sizing in docket has been increased
18-Sep-2014
  • Added a "0% Commisssion" option to Commission Rates in Docket page
16-Sep-2014
  • Docket Description box moved into Docket Production table for every item
  • Laminate box added to Docket Production and Docket Items Tables
  • Art Location box added to Docket for Location of file on Server
  • Commission Types and Rates added to Docket
  • Custom sizes now always save when saving the docket
  • Docket print page has been updated to display new Items
22-Oct-2013
  • Dockets now have the ability to be marked as 'Approved'
  • The docket mail system has been rewritten to ensure that mail deliveries are sent out correctly and will no longer cause the system to hang when attempting to send mail to multiple users at once.
  • Changing the approval status to Approved will now trigger a special note in the Docket Update email message.
  • The main page will now show the approved status for all dockets listed.
22-Apr-2013
  • Areas page now has the ability to filter locations by install location.
25-Nov-2009
  • Dockets Production items will now show which fields have been edited since your last login.
  • Removing a Docket Item, Production Item or Docket will now remove associated field change records.
  • Old field change information will now be purged when a user logs in
  • Increased the number of fields that display changed on dockets, items and production. Date fields will now display as changed and some radio and checkbox fields will have a colored background.
24-Nov-2009
  • Dockets will now show which fields have been edited since your last login.
  • Docket Line Items will now show which fields have been edited since your last login.
29-Oct-2009
  • Production entries on a Docket can now be automatically assigned as docket items using the new 'Assign' button.
14-Oct-2009
  • Dockets now have a seperate print page, which will format the docket and line items into a printable format
09-Oct-2009
  • There is now a Full Screen button on the Area form to display the map in full screen mode
  • The map size on the area form is now a bit larger
  • Adding a quantity to a mobile location will now only add the quantity to the specified location size instead of all locations of the same type
  • It is now possible to outright remove a mobile location
  • Users now have the ability to mark a Docket as VOID
  • Void status is now shown on the index page
  • Voided dockets are no longer considered when determining whether a location is valid during the docket save. This allows the user to use a location that is technically set on a voided docket for the same time period
  • Customer Name is now displayed in the Area Locations Report popup instead of the Docket Number
  • The Void status is now displayed in the Area Locations Report popup
  • Void Status is now shown on the docket search report
  • Fixed Locations on the Areas page will now be scrollable if the list extends beyond the screen height
01-Oct-2009
  • One area can now be set as the default area. Only one area can be the default at a time.
  • Docket Areas will now select the default area first.
  • The Report Page will now have the default area selected as the first area.
  • Corrected Area Location selection on a docket so that location descriptions with commas are accepted.
  • The Area Locations Report is now filterable by Customer.
29-Sep-2009
  • Users can now customize which alerts they will receive in email.
  • Production Items on a Docket now have Printed and Shipped fields.
  • Index page will no longer display dockets that have no open production items (ie. have been printed and shipped)
  • The type of open line item (Item or Production) is now displayed on the Open Docket list on the main page
  • Last Login time is now displayed on the Index page
  • Dockets updated since the user's last login time are now shown on the index page, even if they have been completed. Updated Dockets will display in a Yellow color.
  • Added the Latest Shipped and Printed dates of the items on a Docket to the Docket Search report.
  • The Docket Search report is now able to sorted based on Docket #, Date Opened, Sold By, Last Ship and Last Print dates in ascending or descending order.
31-Aug-2009
  • Production Items with no selectable sizes should now be saveable
  • Added a workaround for Internet Explorer's inability to change a field type after the field has been added to the DOM model
26-Aug-2009
  • Index Page now displays dockets with NO items.
  • Dockets no longer require a VISA/MasterCard number to be entered when VISA or MasterCard is selected as the payment type
  • There is now a Next Invoice field on the Areas form, allowing the user to specify the next invoice number to use.
  • Dockets will now use the invoice number entered in the selected Area's Next Invoice field if it is greater than the last known invoice.
  • Docket Search field has now been appropriately labeled to make the field functionality clearer.
  • Docket Line Items will now calculate the row totals as follows:
    • Changing the Quantity or Rate will recalculate the Weekly Total
    • Changing the Week Total will recalculate the Rate
    • Any changes to these values will recalculate the line total, which is now valued as Total per Week multiplied by the number of weeks.
  • Docket Items should now be selected the correct Size when not entering a custom size
  • New Dockets will now have the Sold By dropdown set to the currently logged in user by default
  • Hitting the Enter key in text fields on the Docket form will no longer cause the form to submit
  • Users can now enter Production costs on a Docket.
  • Item totals and Production totals are now displayed seperately, as well as being totalized into a grand total at the bottom of the docket