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1.50 enhancements guide.qxp

Opera 3 (1.50)
Guide to Enhancements Sales Ledger: Rectify Allocation New error correction utility
A new utility called 'Rectify Allocation' has been added to Operators can now correct mistakes that may have been the Sales Processing Action menu. This user-friendly Wizard made when allocating receipts to invoices. Receipts may have enables users to de-allocate and then re-allocate a been allocated to the wrong invoices, posted to the wrong previously posted allocation for a selected customer, with account, or need to be removed because a cheque bounced.
the option of removing the associated transactions, such as Users can use the 'Rectify Allocation' Wizard to easily break receipts, refunds, discounts or exchange discrepancy the allocation link so that they can then re-allocate the receipt to the correct Invoice(s); or to also remove theassociated monetary transaction(s) at the same time.
This easy-to-use Wizard provides a rapid process forcorrecting such errors, which previously would have been acomplicated and time-consuming process.
Sales Ledger: Rectified Allocations report New report
A new 'Rectified Allocations' report has been added to the This report provides users and auditors with a full audit trail Sales Ledger Reports menu. This report provides a historical of rectified allocations. It allows users to reconcile list of de-allocated and/or removed transactions, processed discrepancies in the Sales Ledger Allocations report that may via the new Sales Processing 'Rectify Allocation' Wizard. have been caused by rectifying allocations, such as missingallocation references.
This audit trail information will be removed, along with theother historical sales information, as defined in the SalesLedger – Utilities – Set Options – Keep Transactions field,when the Sales Period End routine is performed. Sales Ledger: Invoices & Credit Notes report Open Period Accounting selection criteria
The Sales Ledger Invoices & Credit Notes report now Companies using Open Period Accounting can now simplify includes new 'NL Posting Period' selection criteria. This the reconciliation process between Sales Ledger postings allows the user to view the report based on the Nominal and the associated Debtors Control Account within the Ledger posting dates, rather than the transaction dates. Nominal Ledger.
This new 'NL Posting Period' option can only be selected ifOpen Period Accounting is in use. The user can specify theNominal Ledger year, period and posting date for thetransactions they wish to view.
Sales Ledger: Receipts & Adjustments report Open Period Accounting selection criteria
The Sales Ledger Receipts & Adjustments Notes report now Companies using Open Period Accounting can now simplify includes new 'NL Posting Period' selection criteria. This the reconciliation process between Sales Ledger postings allows the user to view the report based on the Nominal and the Associated Debtors Control Account within the Ledger posting dates, rather than the transaction dates. Nominal Ledger.
This new 'NL Posting Period' option can only be selected ifOpen Period Accounting is in use. The user can specify theNominal Ledger Year, Period and Posting Date for thetransactions they wish to view.
Sales Ledger: Debtors report Output to Excel for foreign currency
New Output to Excel report layouts have been added to the Users running this report in a foreign currency can now Publishers Report Layout dropdown menu for the Debtors instantly output the data straight to Excel. This saves time as report. The user can now choose to publish the Debtors no re-keying is required and provides accurate data that can report in a selected foreign currency directly to Excel, with be further manipulated, in the familiar Excel environment. or without transactions. Previously, the Debtors report couldonly be exported directly to Excel in the home currency.
Sales Ledger: Retrospective Debtors report Output to Excel for foreign currency
New output to Excel report layouts have been added to the Users running this report in a foreign currency can now Publishers Report Layout dropdown menu for the instantly output the data straight to Excel. This saves time as Retrospective Debtors report, within the Sales Ledger. This no re-keying is required, and provides accurate data that can means that the user can now choose to publish the be further manipulated, in the familiar Excel environment. Retrospective Debtors report in a selected foreign currencydirectly to Excel, with or without transactions. Previously,the Retrospective Debtors report could only be exporteddirectly to Excel in the home currency.
Purchase Ledger: Rectify Allocation New error correction utility
A new utility called 'Rectify Allocation' has been added to the This new utility helps operators correct mistakes that may Purchase Processing Action menu. This user-friendly Wizard have been made when allocating payments to invoices.
enables users to de-allocate and then re-allocate a previously Payments may have been allocated to the wrong invoices, posted allocation for a selected supplier, with the optional posted to the wrong account, or need to be removed ability of removing the associated transactions such as because a cheque bounced.
payments, refunds, discounts or exchange discrepancy Users can now use the 'Rectify Allocation' Wizard to easily break the allocation link so that they can then re-allocate the payment to the correct Invoice(s), or to also remove theassociated monetary transaction(s) at the same time.
This easy-to-use Wizard provides a rapid process of correctingsuch mistakes, which previously would have been acomplicated and time consuming process.
Purchase Ledger: Rectified Allocations report New Report
A new 'Rectified Allocations' report has been added to the This report provides users and auditors with a full audit trail Purchase Ledger Reports menu. This report provides a of rectified allocations. It allows users to reconcile historical list of de-allocated and/or removed transactions, discrepancies within the Purchase Ledger Allocations report processed via the new Purchase Processing 'Rectify that may have been caused by rectifying allocations.
Allocation' Wizard. This audit trail information will be removed when thePurchase Period End routine is performed, along with theother historical sales information as defined in the PurchaseLedger – Utilities – Set Options – Keep Transactions field.
Purchase Invoice Register (PIR): Open Period Accounting Use PIR transaction date to update Nominal
A new 'Use PIR Tran. Date for N/L' tick box has been added to If Open Period Accounting is activated, this new option the Purchase Ledger – Set Options form.
provides the flexibility to control whether transactions markedfor posting in PIR are to be posted to the Nominal Ledger If Open Period Accounting is in use, this new option allows using their transaction date or the Nominal Ledger Posting the user to control whether the 'Post' command in the Purchase Invoice Register uses the transaction date, ratherthat the Nominal Ledger Posting Date, for all transactionsthat have been marked for posting, to update the relevantNominal Ledger period. If the period is blocked or closed, the user will have the opportunity to post the transactionusing the Nominal Posting Date specified in the PurchaseInvoice Register.
If this option is not ticked, the Nominal Ledger Posting Datewill be used to update the Nominal Ledger for transactions ineither the current or an earlier Nominal Ledger period. If atransaction falls into a future Nominal Ledger period, it willalways be transferred using its transaction date, regardless ofwhether this option is on or off.
If the Nominal Period is marked as Blocked or Closed withinNominal – Utilities – Financial Calendar, then the transactionwill not be transferred to the Nominal Ledger. To allow theNominal transfer to occur, the relevant Nominal Ledgerperiod will need to be marked as Open.
Purchase Ledger: Set Options Santander BACS File format
A new Santander bank BACS file format has been added to The 'Santander' file format can now be used for Purchase the Purchase Ledger – Set Options – BACS Payment Ledger Payment Processing.
Software dropdown menu. This works in MULTIBACS (multiple payments) format withthe Santander online banking application called'MyBusinessBank'.
Purchase Ledger: Invoices & Credit Notes report Open Period Accounting selection criteria
The Purchase Ledger Invoices & Credit Notes report now Companies that use Open Period Accounting can now includes new 'NL Posting Period' selection criteria. This simplify the reconciliation process between Purchase Ledger allows the user to view the report based on the Nominal postings and the Associated Creditors Control Account within Ledger posting dates, rather than the transaction dates. the Nominal Ledger.
This new 'NL Posting Period' option can only be selected ifOpen Period Accounting is in use and allows the user tospecify the Nominal Ledger Year, Period and Posting Datefor the transactions they wish to view.
Purchase Ledger: Payments & Adjustments report Open Period Accounting selection criteria
The Purchase Ledger Payments & Adjustments report now Companies using Open Period Accounting can now simplify includes new 'NL Posting Period' selection criteria. This the reconciliation process between Purchase Ledger postings allows the user to view the report based on the Nominal and the Associated Creditors Control Account within the Ledger posting dates, rather than the transaction dates. Nominal Ledger.
This new 'NL Posting Period' option can only be selected ifOpen Period Accounting is in use and it allows the user tospecify the Nominal Ledger Year, Period and Posting Date,for the transactions they wish to view.
Purchase Ledger: Creditors report Output to Excel for foreign currency
New output to Excel report layouts have been added to the Users who run this report in a foreign currency can now Publishers Report Layout dropdown menu for the Creditors instantly output the data straight to Excel. This saves time as report, within the Purchase Ledger. This means that the user no re-keying is required and provides accurate data that can can now choose to publish the Creditors report in a selected be further manipulated, in the familiar Excel environment . foreign currency, directly to Excel, with or withouttransactions. Previously, the Creditors report could only beexported directly to Excel in the home currency.
Purchase Ledger: Retrospective Creditors Report Output to Excel for foreign currency
New Output to Excel report layouts have been added to the Users running this report in a foreign currency can now Publishers Report Layout dropdown menu for the instantly output the data straight to Excel. This saves time as Retrospective Creditors report, within the Purchase Ledger.
no re-keying is required and provides accurate data that can This means that the user can now choose to publish the be further manipulated, in the familiar Excel environment. Retrospective Creditors report in a selected foreign currency,directly to Excel, with or without transactions. Previously, theRetrospective Creditors report could only be exported directlyto Excel in the home currency.
Nominal Ledger: Reports New Output to Excel reports
Outputting reports directly to Excel has now been extended This enables many of the Nominal Ledger reports to be to the following Nominal Ledger reports: instantly published directly to Excel. This saves time as no re-keying is required and provides accurate data that can be further manipulated, in the familiar Excel environment. Cashbook: Set Options Santander BACS File format
A new Santander bank BACS file format has been added to The 'Santander' file format can now be used for the Cashbook –Set Options – BACS Payment Software Cashbook/Nominal Ledger BACS Payments. This works in MULTIBACS (multiple payments) format withthe Santander online banking application called'MyBusinessBank'.
Payroll: Global payment & deduction changes Globally create new payments & deductions
Two options have been added to the 'Pay/Ded Changes' The 'Replace Existing' option allows users to easily add and form that controls how the command works. Users can now update a Payment or Deduction Profile to employee records that do not already have the specified profile attached totheir record. Previously, the Payment or Deduction Profile Update Existing Payments or Deductions: This option
would need to be manually added to each employee's record.
globally updates employees that already have the specifiedPayment or Deduction profile assigned against their record.
The 'Update Perm. Or Temp' tick box provides the flexibility to This is how the system previously operated.
allow either the Permanent or Temporary Payment orDeduction Profile values to be updated. Replace Existing and Create new Payments or
Deductions: This option updates both employees that
already have the specified Payment or Deduction Profile
assigned against their record, AND also globally updates
employees that do not have the specified Payment or
Deduction Profile assigned against their record.
Previously, the Payments and Deductions Changes routineonly updated employees that already had the specifiedPayment or Deduction Profile selected against their record.
Users can choose to increase or decrease a permanentpayment and deduction amount, or payment anddeduction rate on employees' records by either an amountor a percentage value.
In addition, a new 'Update Perm. Or Temp. (Perm/Temp') tickbox has been added to the bottom of the form. This newtick box controls whether the changes are to affect eitherthe Permanent or Temporary Payment or Deduction Profiles.
With this option ticked on, Permanent (Perm.) Profiles willbe updated, with this option un-ticked, Temporary (Temp.)Profiles will be updated. (Perm.).
Payroll: Set Options Santander BACS File format
A new Santander bank BACS file format has been added to The Santander bank BACS file format can now be used for the Payroll –Set Options – BACS system dropdown menu. employee payments. This works in MULTIBACS (multiple payments) format withthe Santander online banking application called'MyBusinessBank'.
SUPPLY CHAIN MANAGEMENT Stocktake (1.20): Update Opera 3 Move stock that is currently in a Stocktake
The Stocktake application has been enhanced to enable A stock item can now be issued to customers or receipted users to post back counted stock levels to Opera 3 Stock into stock whilst being counted via Stocktake. This means Control, even if the in-stock quantity has changed from that other areas of the business can continue to use the when it was originally extracted into Stocktake. Stock Control application without impacting the countcurrently in progress, making the Stocktake application If a stock item's in-stock quantity has changed since it was more flexible.
extracted into Stocktake, when 'Update Opera 3' is selecteda warning message will be displayed and an audit report Stocktake users are given the 'Adjusted' value, which is can be produced to list the affected stock items.
calculated automatically by the system, and have theflexibility to choose which quantity should be posted back The 'Update Opera 3' form is then presented to the user, which displays the 'Counted' quantity and also the'Adjusted' quantity. The 'Adjusted' quantity is calculated as Previously, if a stock item was issued or received into stock the 'Counted' quantity (the quantity recorded in Stocktake) while it was being counted via Stocktake, the adjustment minus the change in the Opera 3 Stock Quantity, since the had to be manually posted directly into Opera 3; it could item was extracted into Stocktake. Users can accept either not be posted via the Stocktake application.
of these quantities, enter a different quantity, or select'Delete' to remove this part code from this Stocktake.
Stocktake(1.20): Create Stocktake - Item Selection Filtering items by bin locations
New 'Bin' selection criteria has been added to the 'Create This enables users that utilise bin locations to split up and Stocktake – Item Selection' form; this allows users to filter plan their stocktakes based on bin locations, allowing for and choose items for a stocktake based on their bin logical counts to be undertaken more effectively.
location. Two new dropdown menus have been added to Users have the flexibility to select items for a stocktake the form which allows the user to enter 'from' and 'to' bin based on their warehouse, stock categories, stock reference, and now their bin locations.
Stocktake (1.20): Stocktake Profile Controlling adjustment costs: Last cost price
Users can now calculate the cost of adjustments posted This gives users the flexibility to choose which cost should from Stocktake to Opera 3 based on the items Last Cost.
be used to calculate adjustment costs from Stocktake toOpera 3. Being able to choose the item's Last Cost price A new 'Adj. Cost Basis' dropdown menu has been added to enables more accurate reporting and analysis. Previously, the Stocktake Profiles maintenance form, which provides any adjustments posted from Stocktake used the the ability for users to specify, per Stocktake Profile, which Standard/Average Cost, which may not provide a true cost should be used to calculate the cost of adjustments picture of stock costs.
being posted back to Opera 3 from Stocktake. Users canchoose from two options: 'Standard/Average' or the 'LastCost'. The default setting is 'Standard/Average' cost.
The selected cost basis per Stocktake Profile will thereforegovern all Stocktake adjustment costs for Stock items thatare linked to this particular Stocktake Profile. CRM (VFP only) CRM: Remember form position and sizes Column widths on grid views throughout Sales Pipeline Users can now customise CRM column widths to suit their Management and Service & Helpdesk Management now individual preferences rather than having to re-set them adhere to the 'Remember form positions and sizes' setting each time the relevant form is opened. This makes the CRM within System – Preferences.
applications more consistent with other areas of Opera 3.
Throughout the CRM applications, users can resize andreposition forms and change the column widths of datadisplayed in grids. With this setting ticked on, the next timethat form is launched the system will now retain not onlyform positions and sizes but also column widths specifiedby the user. Previously the 'Remember form positions andsizes' setting only retained form positions and sizes.
CRM: Main processing forms Re-order of tab frames
The sequence of the tabs throughout Sales Pipeline This provides consistency to the order of information Management and Service & Helpdesk Management have displayed throughout the CRM applications, and been re-ordered into a consistent sequence. The main standardizes the CRM suite to other applications within processing forms now conform to the following rules: Opera 3, making it more intuitive for CRM users.
Each main processing form now starts with the 'General'and the 'Memo' tab and ends with the 'Changes' and'List' tab, following the standard format of otherapplications within Opera 3. The tabs that are sandwiched between these, beginwith the 'Contacts' and 'Other' tab (where relevant)because of the importance of the information retainedon them, followed by the most relevant tab for eachprocessing area. The remaining tabs are then presented in alphabeticalorder.
CRM: New Activity A new 'Schedule Recurrences' command has been added to This new command provides the ability to create and post the Action menu of the 'New Activity' form throughout the in bulk all recurring activities. Previously, the original activity CRM applications. needed to be cleared in order to create the next recurringactivity.
This command can be used to create up to 365 recurrentfollow-up activities, and is based on the options that are This gives clear visibility of all recurring activities for future selected on the 'Recurrence Settings' tab. reference and planning. Recurring Activities can bedisplayed in the Summary Scheduler, Resource Schedule The 'Schedule Recurrences' form will display the dates of and other views in Helpdesk Management to display and the follow-up activities. If 'Yes' is entered in the 'Select' indicate engineer/resources future activities. This helps column next to each date, then a Follow-Up Activity will be ensure accurate planning and reduces the possibility of created for each of these dates. If 'No' is entered in the double bookings.
'Select' column, then a follow-up activity will only becreated when the original Activity is cleared.
CRM: New Activity A new 'Delete Recurrences' option has been added to the This new option provides a quick method for deleting in Action menu of the 'New Activity' form throughout the CRM bulk all recurring activities against the selected Activity.
applications. This command can be used to delete allrecurring activities against the selected Activity. Sales Pipeline Management: Contact processing A new 'Group Membership' form is now available from the This new form offers visibility of the Groups the selected Contacts Processing General Action menu. This new form contact currently belongs to. It also provides a quick and displays a tick list of all Contact Groups that have been easy way to add or remove the contact from Groups.
created with Sales Pipeline Management – Contacts – Previously, users were unable to identify directly from the Groups, and identifies the Groups the selected contact contact's record which Groups they belonged to, and currently belongs to. contacts could only be added into individual groupsthrough the Contacts – Groups form. Users can use this new form to add or remove contacts fromGroups, by simply ticking/un-ticking the Groups.
Groups provide an effective way of filtering and managingcontacts within Sales Pipeline Management. Sales Pipeline Management: Contact groups Number of contacts in a Group
The Contact Groups General tab now displays the number Users can now easily identify the size of a Group, of Contacts that currently belong to the selected Group.
eliminating the need to manually count the contacts.
Sales Pipeline Management: Quotes Tab Raise new inactive quote
The 'Raise New Quote' option previously available from the By splitting the previous 'Raise New Quote' option into two Quotes tab Action menu throughout Sales Pipeline options, it provides management with an approval Management has now been split into two options: mechanism for quotes that are raised in Sales Pipeline Raise New Active Quote Management before they are visible in INV/SOP. Either ofthese options can be restricted per user through System – Raise New Inactive Quote User Profiles – Menu Access, providing a level of These new options control whether the 'Quote Status' flag authorisation for raising Active Quotes.
on the New Quote header form defaults to Active orInactive. In earlier releases, quotes were always raised with adefault status of Active. Inactive quotes are held in Sales Pipeline Management untilthey are made Active; they will then be available forprogression to Sales Order, Delivery and Invoice inInvoicing/Sales Order Processing.
Sales Pipeline Management: History Tab Display Quotation number on printed quote
The History Tabs memo field, now displays the Quotation This enables users to clearly see which quotation was printed Number for any new 'Quotation Printed' history entries, and when. Organisations that generate a large volume of throughout the Sales Pipeline Management application.
quotations, can now see the quotation number relating tothe quote that has been printed.
Sales Pipeline Management: History Tab New fields for INV/SOP invoice designs
The Billing Period and Billing Item details can now be added Access to the Billing Period and Billing Items Details fields to the Invoice document design in Invoicing or Sales Order from the INV/SOP transactions table provides the ability to Processing. The following fields are now available from the print Billing Period details on the INV/SOP invoice. For Sales Order Processing and Invoicing Transactions (ITRAN) example, users may want to include the billing period start and end date for each detail line, alongside the individual Service Item (IT_SERVITM) values. This provides useful information to the customer ontheir invoice so that they know the exact period and items Service Period (IT_SERVPER) they are being billed against. In addition, the following fields are now available from theContract Period Items (DMPERITEM) table: Invoice Description (INVDESC) Sales Analysis Code (SANALYSIS) Helpdesk Management: Summary Scheduler If 'Working Patterns' are in use and have been linked to the The use of Working Patterns within the Summary Scheduler relevant engineers/resources (please see enhancements provides clear visibility of non-working days, useful for below), the Summary Scheduler will now display non- organisations that have resources that work on a particular working days in the colour specified by the user in Helpdesk pattern, such as 4 days on, 2 days off etc. This provides for Management – Set Options – Summary Scheduler Options.
more accurate planning and allocation of calls, ensuringthat calls are not allocated to resources on days that they Calls can be scheduled on non-working days if the 'Allow are not working.
scheduling on non-working-days' option is selected inHelpdesk Management – Set Options – Summary SchedulerOptions. If this option is not selected, a 'Scheduling is notallowed for non-working days' warning message isdisplayed.
Helpdesk Management: Summary Scheduler If 'Working Patterns' is in use, a new option 'Available on This new option allows scheduling to be filtered to only bank holidays' is available for selection on the Summary show engineers and resources that are available to work on bank holidays.
When Working Patterns are defined in HelpdeskManagement – Maintenance, they can be set to treat bankholidays as normal working days. This means thatengineers/resources in a particular Working Pattern will beavailable to work on those days.
This new option can be ticked on to show only engineersand resources that are available on bank holidays.
Helpdesk Management: Maintenance A new table called 'Working Patterns' has been added to the The use of Working Patterns enables calls to be scheduled Helpdesk Management – Maintenance menu. This table is more effectively when using the Summary Scheduler. Non- shared with the Working Patterns Maintenance table in the working days are blocked out in a colour specified by the Payroll/Personnel application. If Personnel is not in use, this user in Helpdesk Management – Set Options. This enables form can be maintained within Helpdesk Management – users responsible for scheduling calls to clearly see on which days the resources are working, so calls can be accuratelyscheduled only to resources that are available. This new table allows users to define Working Patterns thatdetermine normal working days and subsequently non-working days for a particular engineer/resource. OnceWorking Patterns have been defined, they can be linked toan engineer/resource and made visible within the SummaryScheduler using the controls within Helpdesk Management– Set Options.
Helpdesk Management: Set Options – Summary Scheduler Options Use Working Patterns
A new 'Summary Scheduler Options' tab has been added to This new tab clearly identifies which Set Options relate to the Helpdesk Management – Utilities – Set Options form.
the Summary Scheduler. Using Working Patterns in the This tab allows the user to control how various aspects of Summary Scheduler allows for calls to be scheduled the Summary Scheduler work and includes the following according to the working days and non-working days of individual engineers and resources. Alert SLA planned limit, which was previously available
Allow scheduling on non-working days gives users the from the Helpdesk Management Utilities – Set Options – flexibility to choose whether to allow calls to be scheduled on a non-working day or restrict calls from being allocatedto non-working days.
Use Working Patterns: This new option controls
whether 'Working Patterns' are to be visible when using
By offering users the option to specify a non-working day the Summary Scheduler. If this option is selected then colour, organisations can choose a colour that is easily the following option becomes available: identifiable and does not clash with other colours they maybe using in the Summary Scheduler, such as Bank Holidays. Allow scheduling on non-working days: when
Working Patterns are in use, if a call is scheduled for an
engineer/resource on a non-working day, a message is
displayed warning that scheduling is not allowed for
non-working days. However, with this option ticked on,
calls can be scheduled on non-working days.
Non -working day colour: a new field enabling the user
to define a colour in which non-working days will be
blocked out when using the Summary Scheduler.
Helpdesk Management: My Company – Internal Contact A new 'Working Patterns' form has been added to the My Linking Working Patterns to engineers/resources allows them Company – Contact – Internal Contact General Action to be visible when using the Summary Scheduler to allocate resources to calls, if 'Working Patterns' are in use.
Once Working Patterns have been defined in Helpdesk - This enables calls to be scheduled more accurately, by giving Maintenance, this new form enables the relevant Working users responsible for scheduling calls clear visibility of the Pattern(s) to be linked to the selected engineer/resource. non-working days of engineers and resources.
Helpdesk Management: Reports New Job Type filter
A new 'Job Type' dropdown field has been added to the This enables users to filter and analyse each of these reports following reports criteria forms: by a particular Job Type. Job Types can be set up within Helpdesk Analysis Helpdesk – Maintenance, and can be used to categorisecalls or as call templates to automatically populate new calls with default information. This speeds up the process of Maintenance Schedule logging various generic types of helpdesk calls.
Print Call Sheets Helpdesk Statistics REPORTING (VFP only) Dashboards Manager: CRM User-defined fields label description
User-defined fields can be created in Sales Pipeline This makes it faster and easier to select the relevant Management – Maintenance and used throughout the CRM user-specified fields because their description is now applications to record information against Company, Contact, Opportunity, Contract Equipment and Helpdeskrecords.
These fields can be accessed when constructing new chartswithin the Dashboards Manager and will now appear withthe tailored label description that has been defined in SalesPipeline Management – Maintenance – User Defined Fields. Report Manager: CRM User Defined Fields label description
User Defined Fields can be created in Sales Pipeline It's now faster and easier to select the relevant user-defined Management – Maintenance, and used to record fields because their description is now displayed. information against Company, Contact, Opportunity,Contract Equipment and Helpdesk records, throughout theCRM applications.
These fields can be accessed when using the ReportManager to design custom reports and will now appearwith the tailored label description that has been defined inSales Pipeline Management – Maintenance – User DefinedFields.
System Manager: Task Scheduler (1.40) New 'Chain' Task Type
The 'Task Type' dropdown menu on the New Task form now With the Task Scheduler, tasks can be executed automatically, includes a new 'Chain' task type. Chain tasks allow users to without manual intervention, outside of office hours to link different tasks together so that they can be processed in minimise disruption to the business. With this enhancement, Tasks can be chained together and run in sequence. Forexample, users may want to create a Chain task that first runs The Task Details section of the New Task form for Chain Type the Data Backup task; once that is completed, Update Data Tasks allows the user to build up Task Steps by adding in Structures can be executed, and then the Nominal Ledger other Tasks that have been marked as Can be included in Period End Task could be processed. All three tasks will be Chain (please see below).
performed one after the other. Previously, users had to The Chain task will therefore link the required tasks together estimate the duration of each individual Task in order to set so that they can be executed automatically and in the start time for the next Task. sequence. Users can change the position of each individualTask Step after it has been added to the Chain, and canspecify whether or not they wish the Chain to stopprocessing further Tasks if errors or warnings areencountered within a Task.
New Task can be included in chains
The 'Schedule Type' dropdown menu on the New Task form This option allows users to define which Tasks can be now includes a new 'Can be included in Chains' option for included in a Chain Task. This provides flexibility because the following tasks: some customers may not want to allow certain Tasks to be System: Update Data Structures, Backup Databases, Tidy included in a Chain.
SystemNominal: Period End, Rebuild Periods, Rebuild HistorySales & Purchase: Period End By selecting this option on any of the above tasks, users willbe able to include them in a new Chain Task.
Task integration with Notification Services
New Tasks created in the Task Scheduler can now be set up With integration between the Task Scheduler and Notification with the option to use Notification Services.
Services, users can schedule a message, shutdown or lockoutat the same time as creating the Task. This means the service A new 'Notification Type' dropdown menu has been added will run at the same time the task is scheduled to run, to the New Task form which allows the user to choose regardless of how long each task takes. This significantly between the following services: reduces the time it would take to set them up individually. Message Only: the user can enter a message to be
distributed to all Opera 3 users at the time the task is
Message Only keeps employees informed with planned activities in Opera 3, while Shutdown and Lockout Onlyensure that exclusive processes and essential maintenance Shutdown: will enforce an automatic shutdown and
can still take place even if a user has not logged out of lockout of all Opera 3 users at the time the task is scheduled to run. Up to three warning messages can besent prior to the Shutdown. The first message iscontrolled by the 'Show For' field on the New Task form.
The second and third message are controlled fromSystem – Utilities – System Preferences. Lockout only: will lock out all users that are not already
logged into Opera 3 for the duration of the task.
System Manager: Preferences Reporting
A new 'Reporting' section has been added to the The options on the Preferences form determine how specific Preferences form in System Manager. This new section aspects of Opera 3 operate for each individual user. Therefore, includes two new tick boxes, which control how PDF each user has the choice of using one or both of these new publishing operates and also whether better font rendering and enhanced screen previews are available. 'Use Opera PDF Printer' allows faster printing of PDF reports "Use Opera PDF Printer: This option determines that
in client-server environments, particularly reports with PDF publishing in Opera 3 is achieved using the Opera multiple pages.
PDF printer, created as a printer driver in the Windowsprinter dialog when Opera 3 is installed. If this option is 'Advanced Previews' offers the choice of either using the not ticked, then the 'XFRX' application, installed with improved Opera 3 reporting functionality or reverting back to Opera 3, is used for creating PDFs. In Windows Terminal Opera II reporting functionality, which allows large reports to Server environments, the 'XFRX' application may be the be displayed on screen faster.
most effective choice for printing because theperformance will not be affected by other peopleprinting reports. The Opera PDF printer driver is sharedby all users, so one user's printing could be delayedbecause another user is printing a report. "Advanced Previews: this option determines that
printed Opera 3 reports use better font rendering andalso enables improved Opera 3 reporting including; theability to view multiple report previews at the sametime, the ability to search the contents of the entirereport and highlight the results, plus additional printingoptions than enable printer selection, page range,number of copies and print zoom. If this option isswitched off, reporting preview functionality will belimited.
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