Job Cost Version 9.0A Update
Version 9.0.A Release Notes D4.1: December 14, 2004
This readme contains release notes and last-minute updates. Other documentation includes the Installation and Conversion Guide (a printed copy should be included with your software package), product user's guides, and the online Help. Refer to the "Using this Guide" section of the Installation and Conversion Guide for more information on where and how to find more documentation.
Table of Contents
Installation and Conversion Guide
Installation and Conversion Guide Doesn't Install Automatically
The Installation and Conversion Guide isn't installed automatically when installing the software. You should install it yourself from the Cougar Mountain CD.
To install the Installation and Conversion Guide, follow these steps:
- Insert the CD in your computer's CD drive. The installation should begin automatically.
- If the installation does not begin automatically, select Start > Run from the Windows desktop, browse to the CD Drive, and select CMSSETUP.EXE. Then select OK in the Windows Run window to begin the installation.
- Select Install User's Guides and Reader from the Cougar Mountain Software Installation window that appears.
- Read the Licensing Agreement and Warranty, and, if you agree, select the I Agree button. If you select I Disagree, the installation will stop.
- Select the Installation and Conversion Guide check box and click Next.
- Verify that the directory to which the Guide will be installed is the correct one, or use the Browse button to select a different directory, and click Next.
- On the Ready to Install! window, click Next.
- After the installation has completed, click Finish to exit the installation.
- To access the Installation and Conversion Guide .pdf file, select Start > Programs > Cougar Mountain Software > Documentation > 9.0 Installation and Conversion Guide.
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Disable CMS Logo/Splash Screen
Each module has a CMS logo in the center of the screen. This can be disabled so the graphic will not appear.
To disable (turn off) the CMS graphic that appears in the center of the window:
- In the folder the software was installed (C:\CMSWIN by default), locate and open the "CMS.ini" file.
- Beneath the [Installed] heading, add the following new line: NoSplash=1
- Nothing else should be changed.
- Save and close the file. The next time you open the software, the CMS logo and graphic will no longer appear in the center of the window.
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Disabling the "Trial Version Detected" Message
If you have installed the trial version of an add-on module and have decided not to purchase the module, the "Trial Version Detected" message will continue to appear until the application executable is either deleted, moved, or renamed. If you need help with this process, please call Technical Support at (800) 390-7053.
New Features for Version 9.0
Version 9.0 contains many powerful new features. You can see a detailed explanation of these new features by looking at the online help (select the question mark button in the Main Menu module) or the New Features section in the user's guide, which can be installed on your computer from the product CD.
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Job Cost
Clarification of Auto-Format Comments Functionality
If you use the Auto-Format Comments feature in Module Preferences, your comments will be limited to 45 characters. Anything over 45 characters will be truncated when added to the invoice.
PCCharge Version Update
The Module Preferences window CC Verification drop-down list has changed to reflect the latest version of PCCharge. The new version is PCCharge Pro V5.7.
New "Include Nontaxable Sales" Check Box Added to Sales Tax Report
A new check box, "Include Nontaxable Sales", has been added to the Job Cost Sales Tax Report. This new check box is only available if the Skip tax codes with zero tax amount check box is selected. The effect of this new check box is to include sales for sales tax codes where the amount of the tax was zero and still exclude tax codes that were not used from the report.
Module Preferences CC Verification Software Option Changes
A selection for Authorizer version V.4.x has been added to the Job Cost Module Preferences window General tab, and the options for versions V.1.6, V.2.x, and V.3.x have been removed.
If you are using Authorizer version V.3.x, select Authorizer V.4.x (for Windows) - GO Software.
If you are converting from a prior version and had selected Authorizer version V.1.6, V.2.x, or V.3.x, the conversion process will automatically change your selection to Authorizer V.4.x (for Windows) - GO Software. If you are converting from a prior version and had selected Authorizer version V.1.6 or V.2.x, you must upgrade either to Authorizer V.4.x or to PCCharge Pro. Both of these products can be purchased through your Cougar Mountain Account Executive at (800) 388-3038.
If you had selected V.3.x, and you have Authorizer version V.3.x, it will function properly with the Authorizer V.4.x (for Windows) - GO Software selection.
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Printing
Printing Short forms in Windows XP Professional
If you are using Windows XP Professional and would like to print short forms on a Dot Matrix printer, you will need to make some changes to your printer settings and to the report in R&R Report Writer before it will print properly.
To modify a Cougar Mountain short form so you can print short forms in Windows XP, follow these steps to set up your printer:
- Open the printer settings window by selecting the Start menu and clicking Printers and Faxes.
- The Printers and Faxes window will appear. Right click in the window and select Server Properties. The Print Server Properties window will appear.
- Select the Create a new form check box and, in the Form name: box, enter a meaningful name such as "CMS Short Forms".
- In the Form description (measurements) section, change the Width: box to 8.50in and change the Height: box to 7.17in.
- Select the Save Form button. The form name should appear in the Forms on: list box.
- You have now completed the creation of a new printing form. Select the Close button to close the window.
Now that you have created a new form for printing short forms in Cougar Mountain Software, you need to adjust some printer settings for the Dot Matrix printer you want to print the short forms on.
To adjust your Dot Matrix Printer settings, follow these steps:
- In the printer settings window, right click on the dot matrix printer you want to set up and select Properties from the menu.
- Select the Advanced tab and change the driver to Generic/Text Only.
- Select the Device Settings tab.
- Set the Cont. Feed - No Page Break to the form you just created. In the previous steps we named the form "CMS Short Forms".
- Set the other options to Not Available.
- Select the General tab.
- Select the Printing Preferences button.
- Select the Paper/Quality tab.
- Change the paper source to Cont. Feed - No Page Break.
- Select the Advanced button.
- Change the paper size to the report form created above. In these steps we saved it as "CMS Short Forms".
- Select OK.
- Select OK.
- Select OK or Apply.
You have now completed the proper set up for the Dot Matrix printer. The next step is to use R&R Report Writer to save this printer to the report to use as its default printer.
- Open the short form in R&R Report Writer. You can do this by opening R&R Report Writer within Cougar Mountain Software and then selecting the short form report you want to modify, or you can open R&R Report writer and find the report in the Laser, Matrix, or Other folder.
- Once you have opened the report in R&R Report Writer, select the File menu and select Page Setup. The Page Setup window will appear.
- In the Size drop down list box, select the name of the form we just created. In this case we saved the report as "CMS Short Forms".
- Select OK.
- Save the report.
You have now successfully created a custom printer form for printing short forms and attached it to the short form report you want to print. If you are still having problems printing, contact Cougar Mountain Technical Support.
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Overview
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Software
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Tips & Tricks
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Installation
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Enhanced & Custom Reporting
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Wireless & Remote Solutions
Overview
This is a fully bodied module capable of handling
both manufacturing and constructions since it is fully intregrated to
the inventory module.
Software
Designed for the constructions industry, Cougar Mountain
Job Cost tracks each job by phase, work in progress,
employee cost by job, and overhead cost. This is the
necessary tool to keep your business moving in the
right direction.
- Quick data entry - add phases, cost codes and
jobs on-the-fly
- Enter cost activity to all cost codes from one
central entry screen
- Transfer costs from one job to another without
manually reversing and reentering the costs
- Reverse cost activity with one easy reversal
transaction
- Report sorting and filtering options
- Track jobs by phase and progress
- Track employee and subcontractor costs by job
- Track overhead costs of each job
- Transfer costs from one job to another
- Reversal cost activity to Accounts Payable
Reports
- Job Schedule
- Job Listing
- Job Master
- Job Tickets
- Cost Analysis
- Control Report
- Work in Progress
- Job Cost Report
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- Cash Receipts
- Credit Card Receipts
- Sales Tax
- Sales by Salesperson
- Billing History
- Profit Margin
- Reprint Invoices from History
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