News & Events

    CS Assets - LATEST RELEASE Version 5.6. - November 2009
Maintenance
-  Category maintenance has an extra warning if all categories haven't been filled in and the screen now allows you to exit regardless.
   Previously you could not get out of the screen without aborting the whole program.
-  Categories now have an auto code prefix for code ranges if automatic codes are used in this company.
Assets
-  Selling an asset now autofills the sale date with the current depreciated up to date on the asset.
-  The warning has been added for selling assets that the date must be the depreciated up to date.
-  When adding a new asset the method now defaults to what is on the category.
-  Master asset number can now be set when a new asset is added.
Reports
Report options screen wording has been changed to make the option clearer from "Include Sold Assets" to say 'Print Sold Assets
   Prior Years'. Normally you would exclude these assets.
-  New account reconciliation reports have been added to list postings by depreciation date and by account. These are in the depreciation report classification.
Issues/Returns
-  If an asset is over issued it now defaults the warning message to "No" to force operator intervention if the entry is invalid.
-  The history report which is printed from the issues form is now asking for Employee Code not Employee ID.
Stocktake
Ability to select multiple categories has been added to allow more selective stocktakes.
Depreciation
-  Depreciation summary report in the depreciation run now prints the depreciation up to date and not the date the depreciation was
   run.
-  Depreciation of Hire Purchase assets now has its own default depreciation rate on categories.
Service Maintenance
If a service entry is entered as well as Readings, the next service suggestion ignores readings and uses the next manual entry or
   the asset service parameters.

    CS Assets - LATEST RELEASE Version 5.5. - November 2008
Maintenance
-  Assets has been changed to work with ABM 2008. The company link to ABM must be reset the first time you start version 5.1.
-  Record Navigator is turned on as default at the bottom of the assets grid.
-  View only has been included in the user access. This is available for Details, Balances, History, Service, Lease.
-  The x buttons that allows dates to be cleared have been added for the book dates on the balances tab.
Assets
-  Allow for a broader range of regional settings for dates.
-  Additional progress messages have been added to the status line when an asset is saved
-  Custom field 4 was displaying custom field 1 in main asset grid. You must restore to default layout.
-  Chargeout amount now appears in asset grid.
-  Added owner field to assets screen with an option to automatically issue the asset to the owner.
-  Depreciation YTD, Tax Depreciation YTD, Revaluation YTD, Tax Revaluation YTD, Warranty Expiry, Warranty Invoice No, Warranty Terms, Service
   Unit, Service Interval, Service Interval Units, Service Contract and Service Phone No has been added to the asset grid.
-  When you exit the asset from the grid now stays on that asset in the grid.
-  A warning has been added if depreciated up to date is entered if it will stop the purchase requisition journal being created. The user can now
   answer Yes or No to continue with the save.
-  Status tax field now defaults what is in the book field.
-  The method prompts can be filled in by using the keyboard with a D or P etc and this will default to the full word Diminishing, Prime etc.
-  Depreciation up to tax field now defaults to what is in the book field.
-  Option has been added to allow exporting the contents of the asset grid to excel via an export button in the toolbar.
Reports
-  A PDF preview sample can be run for each report to assist with finding the report you want.
-  Reports no longer require a selected report to be deselected before selecting another report.
Issues/Returns
-  The Issues and Returns can now be transferred for all or Selected issued assets.
-  Issues/Returns has been updated to allow for a Master Asset to be transferred and all its child assets.
-  If an employee is designated as the owner of an asset, you will now be asked if the asset is to be issued to the employee. If yes is answered this
   will automatically issue or return the asset.
Utilities
-  Service Type has been added to the Enter Readings grid to allow more details to be captured.
Service Reminders
-  Email address has been added to service reminders and this enables a work order to be sent to the email address.
-  Service reminders have been updated to allow group by, sort and search facilities.
Service Maintenance
-  Email field has been added to the grid.
Stocktake
-  Stocktake updated to export the quantity that is on file and allows zero quantity assets to be excluded.
Importing
-  Employee import has been enhanced to include employee fields in the field selections.
-  Automatic issuing of assets to employees is now available.
-  If pooling is not set in the company and the asset depreciation method is Pool a message now appears.
-  Longer category, departments descriptions are now reported in the import.
-  Depreciation methods are more flexible in the import to allow mixed cases and some abbreviations.
-  Imports can be done directly from Excel files as well as text files.
 

    CS Assets - LATEST RELEASE Version 5.0. - April 2008

Grid Updates and Changes
-  History grid now allows sorting and grouping by column.
-  You can Hide disposed assets via the view options.
-  The asset depreciation screen provides more details for easier asset selections.
-  In the Asset & Service Maintenance grid you have the ability to choose the columns you want to be visible.

Maintenance
-  Employees can now be set to allow issues to all assets in one click.
-  The work order report layout can now be changed to a custom layout.
-  The security has been enhanced with more options and the ability to lock users out of selected companies.

Assets
-  When adding a new asset to the low value pool, the depreciation method is now automatically set to Pool and the
   depreciation rate is set to the first year depreciation rate automatically.
-  Asset import is now more flexible.
-  Added audit for chargeout edits including new "Audit" on history tab.
-  When select image is clicked if the document folder is set, it will automatically start in that folder for the image search.
-  If the document folder was already filled in, the browse button always started back at the root folder. This has been changed to
   start at the current path in document folder.

Service
- Added priority and interval fields to the service type. Also added to the service maintenance grid.

Reports
- Book and Tax reports have been combined to simplify the number of reports on the reports list. Which means there is a new option
  when you select the report.
- A search button function has been added to the reports selection to allow specific reports to be found more easily.
- Report options screen has been updated with more selection options for certain reports when you select the report.

    CS Assets - LATEST RELEASE Version 4.5. - December 2007              

-  Added document folder and service document filename to the Insurance/Service tab.
-  Added document folder and service document filename to the service/maintenance screen.
-  Updated work order to include service document and filename fields.
-  Created audit log report (ServiceAuditLog.rpt).
-  Added level to user names grid.
-  Added level to report maintenance - report classifications grid.
-  Modified reports screen to only display reports for classifications that their user level permits.
-  Modified Company Maintenance to allow input of 5 custom asset field labels.
-  Modified SubCategory maintenance to allow input of 3 additional subcategory user fields in asset screen.
-  Moved Service Unit to Insurance/Service Tab.
-  Moved Job/Costcentre/Stage under Chargeout Basis.
-  Moved Low Value Pool questions to balances tab.
-  Added new subcategory user fields and asset custom fields.
-  Added Warranty Provider, Service Contract Number and Service Phone Number to Insurance/Service tab.
-  Added last service and next service details as well as user fields and custom fields to the asset grid.
-  Added next service reading, last service date, last service reading and master asset last service reading to the service screen.
-  Added ability to display All, Not Done, or Done services. Cost and Budget totals to the right of the "Display" box are calculated
   depending on what is selected.
-  Service import modified to update Next scheduled service and last service date/reading.
-  New reports:
   Service done by Master code.
   Service history readings not done.
   Assets cost and charges.
   Assets service schedule.
   Services Due by usage.

 


    CS Assets - LATEST RELEASE Version 4.2. - June 2007            

-  Rate % to asset maintenance details tab has been added plus Service Unit.
-  Added service units to Maintenance menu.
-  Hours and Kilometres columns in the services screen have been replaced with a single Reading column.
-  Service history import file structure has changed.  The hours and kilometres columns have been replaced by a single Reading column.
-  User Field 1 and User Field 2 have been added to the asset grid and can be used if subcategories are in use. You must restore the grid
   layout to see these new columns.

-  A chargeout rate % is now available for each asset.
-  Each asset now has a user definable service type and service types are available in Company Utilities.

-  Moved Sales Types, Purchase Types, Service Types and Status from the Company Utilities menu to the maintenance menu.
Asset maintenenance now displays "Disposal Pending" is asset sold but final depreciation not done.
-  When an asset is sold, the Current Value on the balances tab now displays as 'Current Value at Sale'
-  Added Replacement Cost field to asset balances tab and grid.
-  Department No on the Department screen previously only allowed numeric input. It now allows text input.
-  Added 'Recovery Cost Centre', 'Department', and 'To Date' to service maintenance grid, service history import, and service reminders.
-  Added Recovery cost centre and Department to issues grid.
-  Implemented ability to import issues from a text file, as well as allowing recovery cost centre and department to be imported.
-  Asset code can no longer be editted on existing issue lines. If the wrong asset is selected for an issue, the issue must be returned and then re-issued to the correct asset.
-
 The service reminders screen now remembers a customised grid layout.
-  Added "Delete Service Records" to user access which allows only certain users to delete service records.
-  The service maintenance screen is now available on the main menu. Previously it was only accessible from within the asset maintenance screen.
-  Implemented auditing on service records.
-  Implemented Use Services tickbox in company maintenance. If not ticked, the Asset service options within CS Assets will be unavailable.


    CS Assets - LATEST RELEASE Version 4.1. - May 2007

Subcategory has been added to the asset grid for sorting and grouping.
Using F5 in  main asset grid will do a Find Next when a find has been done.
Under security an access code for backups/restores has been added so these functions are only available for specified users.
A “Done” tickbox has been added to services so they can be explicitly marked as complete.
The next service due date is now automatically updated as services as completed.
When performing a depreciation run, the user is now prompted whether they have done a backup.
An asset can now be opened from the service reminders window.
Cost centres are now available throughout the system for reporting and analysis. They appear in the following areas:
      .  Cost Centre maintenance option on the maintenance menu with the option to add/edit within the grid.
      .  Service/Maintenance history grid.
      .  Asset issue/return grid.
      .  The service reminders window now displays the cost centre in the grid.
      .  The asset issues history grid.
      .  A Chargeout Rate and Chargeout Basis for use with cost centres is in the asset maintenance window and asset grid.

The following forms are now resizable and the size is stored for each user.
      .  The service/maintenance window
      .  The asset issues/history window
      .  The asset issues/returns window
      .  The service reminders window

The asset issues/returns window now allows you to do a transfer of issued assets allocated to an employee to a different employee in bulk.
There is an option to import service history entries via company utilities menu.
Work orders can now be printed directly from the service/history and service reminder forms via a Print Work Order option.
If you do a Search on Assets via the Asset Find function or via the main assets grid you can now use the Next/Previous arrows in asset maintenance to view or edit the assets.
If you change the sort order in the main asset grid, these settings are now used in the Next/Previous arrows in the Asset Window.  An option to “Use Default Layout” has been added to
   the View->Grid pulldown menu.  This allows the asset grid layout to be restored to its default layout.

The proportion ID number has been added to the proportion table grid for reference.


    CS Assets - LATEST RELEASE Version 4.0. - May 2006                 

-  Updated user interface and menu system with improved data access together with sorting, grouping, filtering and search functions.
-  Repair button appears on the company login screen now.
-  Database structure is updated to use more recent drivers and tools.
-  Residual Value for book and tax has been added to the balances screen for preset minimum values.
-  Context help on all forms. Hitting F1 will take you to the help that has been documented for that form.
-  Stocktake can now be disabled via the company setup screen if it is not being used.
-  Issues/Return can now be disabled via the company setup screen if it is not being used.
-  Proportions Tab in maintenance will be disabled if not used in a company.
-  Partial sale screen has been reworded to provide more user feedback.
-  The make field has been added to the details tab near model for assets.
-  Asset code has been added to the asset description in the window when using assets viewer for easier identification when the
   balances and other tabs are used.
-  Suppliers now have ABN, Mobile Phone and Extended address line fields.
-  Login has been enhanced to allow multiple retries.
-  Popup now appears when you have purchased an asset to tell the user the asset has been purchased.
-  A warning has been put on the date acquired field for dates that have been incorrectly added for the previous year.
-  The help text on the depreciation reversal screen has been expanded to provide more detail.
-  Reversals into prior years is no longer allowed. This is to stop year to date figures being misreported when the assets are
   depreciated again.
-  Feature/Support request form has been added to the Help menu to allow you to send requests while working in CS Assets.
-  The report screen has been updated as follows:
   .  Now sorts by classification.
   .  Print and preview buttons have been added to the button bar.
   .  'Display All' buttons has been added to the button bar and renamed to "Display All reports".
   .  A 'Deselect All' reports button has been added to allow multiple reports to be deselected.
   .  A report description has been added for each report to provide summary information for what each report prints.
   .  A clear button has been added to location, department and category selection to make it easier to remove sorting levels from the report.
 

 

For More Information Contact:
C.S. Packages
Tel:  (Int) + 61 + 7 3381 0888
Fax: (Int) + 61 + 7 3105 7465
Email: csp@cspackages.com.au

Copyright © 1997 by C.S. Packages. All rights reserved.
Revised: 16 Nov 2009 12:50:55 +1000.