1-800-710-1900
software solutions for landscape professionals

Changes and Improvements for DS|Manage360 v2.09


Back to Release Notes

DynaSCAPE will be issuing an automatic update release for DS|Manage360.  This release includes resolutions to issues and significant improvements to the usability and capabilities of DS|Manage360.

This release will be available automatically to all users on September 8, 2011 after 7:00 AM EDT

Included in this v2.07/2.08/2.09 release:

New Feature!

The new “Job Actuals” tab on the job screen will provide an overview of the job and allow the user to enter in at the completion of the job the actual quantity and dollar amounts.

Other Improvements:

  • Improved: You can now discount an item on an estimate to $0 and it will come across into the job once the estimate has been won. Please note that 0 quantity items will not come across to the job from the estimate.
  • Improved: Increased the maximum allowable characters from 40 to 250 for all cost book item names.  This improvement will also allow the material list files to be imported to contain larger material names.
  • Improved: QuickBooks integration for Firefox users

  • Installation Notes:
    Integration with QuickBooks requires installing the QuickBooks Connector, which requires installing Microsoft .NET 4.0, if it is not yet installed.
  • Requirements:
    Microsoft Windows XP, Vista, or 7
    QuickBooks Pro 2002 or later (not the online version)

    If you are using Google Chrome as your browser, first install ClickOnce Support
    If you are using Firefox as your browser, first install Microsoft .NET framework Assistant

    Then from the QuickBooks connector page, click Start to install the QuickBooks Connector – Follow the Connector wizard instructions

  • Improved: The Sales Performance Summary report. With the changes to the estimation numbering in version 2.06 and now having the capability to have estimate version allocated properly we have made the following changes to the Sales Performance Summary report.

    The following are a couple of scenarios:
    • Budget=$10,000;  Estimate=Not Created;  Opportunity=Lost;  Result: The sales performance will show $10,000 under lost.
    • Budget=$10,000;  Estimate (1)= $12,000; Opportunity=Won;  Result: The sales performance will show $12,000 under won.
    • Budget=$10,000;  Estimate (1)=$12,000; Estimate (rev 1.1)=$9,000; Opportunity= Won; Result: The sales performance will show $9,000 under won.
    • Budget=$10.000;  Estimate (1)= $12,000; Estimate (2)= $2,000; Opportunity= Won;  Result: The sales performance will show $14,000 under won.
    • Budget=$10.000; Estimate (1)= $12,000; Estimate (2)= $2,000; Opportunity=Won (Estimate 1 only); Result: The sales performance will show $12,000 under won and $2,000 under lost
  • Improved: Clicking the column heading allows you to sort by that column and has been added to:
    • Customer
      - Opportunities
      - Estimates
      - Jobs
    • Jobs
      - Timesheets
      - Invoices
    • Opportunities
      - Estimates
  • Improved: When the "Save" button is used for a newly created prospect, the form now redirects to the customer detail form for that prospect/customer instead of the customer list.
  • Improved: EXMT tax code rate now set as system tax and is not editable by the users.
  • Improved: The analysis tab graphs will now show 2 decimals places for hours.
  • Improved: Invoice report has had some minor improvements done (e.g. company logos). It is currently being tested by one of our clients to be released in a future release.
  • Resolved: An issue with an item disappearing from a work area when the item name was edited from the estimate.
  • Resolved: An issue with certain job logs that were showing extra entry boxes in Chrome and Internet Explorer.
  • Resolved: A screen issue when adding a second item to the shopping cart and then adding a work area using the “+” button which caused the description box on the work area not to function properly.
  • Resolved: A menu issue on the billing tab in Internet Explorer that did not show the “Common Actions” menu properly.
  • Resolved: An issue with deleting kits which provided a “Dangerous Request” error.
  • Resolved: An issue to allow you to save an estimate after you specify “Yes” to adding general conditions and you do not currently have any general conditions configured in the system.
  • Resolved: An issue when editing quantity of a kit on estimate that belongs to a division with no overhead recovery model.
  • Resolved: An issue with the description field in the kit to expand the screen when adding the kit to the shopping cart. This issue was only happing in Chrome, Firefox and Safari.
  • Resolved: Adding general conditions to the estimate will not bring up the “Do you want to Add General Conditions?”
  • Resolved: Ability to enter in .5 in the unit cost field for plants and materials in the cost book without having the message box come up “Please enter a numeric Unit Cost”.
  • Resolved: Adding items to a newly created kit was causing the shopping cart window to be small.
  • Resolved: When changing sales phase using the common actions button on the opportunities screen was causing an issue with the screen not closing properly
  • Resolved: When trying to delete a customer and/or prospect that has estimates or jobs you will be provide with a proper error message.
  • Resolved: Entering in the time of 12:00pm in the time field for a task without any issue.
  • Resolved: The issue where the screen size increased after you have saved a template.
  • Resolved: A screen issue on the opportunity list screen when selecting an opportunity for the newly created estimate.
  • Resolved: Employees can be made inactive without any errors. Please note that the only person you cannot make inactive is the person you are logged in as.
  • Resolved: The payment terms are carried over from the Customer’s Payment Term setting to the invoice.
  • Resolved: Edit a price list item from the estimate without producing an error.
  • Resolved: Add newly created items to a kit within the shopping cart.
  • Resolved: An issue where the probability percentage was set to 0% when opening an opportunity.


Details for some of the New Features & Improvements

The new “Job Actuals” tab.

The new “Job Actuals” tab on the job screen will provide an overview of the job and allow the user to enter in at the completion of the job the actual quantity and dollar amounts. Below is a screen shot of this new feature.

Now you are able to see the quantities and dollar amounts for estimated, job log total and actuals. Along with this the estimated unit cost and actual unit cost are available as well.  

You will also be able to overwrite at the end of the job the actual fields with the correct information if there is any difference between that and the estimated.

Now, with the “Add Items” button you can add additional cost book items to the job actuals tab just like you can within an estimate. This will allow you to enter in any substitutions or additional items that were part of this job.

The new check box at the end signifies that this information is correct and by checking it makes it available for job cost reporting.

This feature will also allow companies who do not use the timesheet functionality to enter the actual costs for the job without time sheet entry and be able to do job cost reporting.

How to receive this upgrade:

This release will be appear automatically for all users when logging on September 8, 2011 after 7:00 AM EDT

 

Questions? Call DynaSCAPE at 1-800-710-1900