Canada: 780-833-9870 ext 1 US: 850-532-6206 ext 1
See release notes for
|Overloads Report Updated||Reports||Program Change - The Overloads report has been updated to include three new columns relating to overload caps and fines. And re-named the existing Overload Deduction column. We now have Payment - OW Deduction ($) which is the old column that used to be named Overload Ded ($). This gives us the difference between what would have been paid for a full weight and what was actually paid at the capped weight. Revenue - OW Deduction ($) is new and gives us the difference between what would have been received for a full wieght and what was actually received at the capped weight. Payment - OW Fine ($) is new and gives us the fine for pay if applicable. Revenue - OW Fine ($) is new and gives us the fine for revenue if applicable.|
|Fixed Delay Entering Weights on Loadslip||Loadslips||Program Change - Entering weights on a loadslip used to re-calc after every digit entered. It now waits until you move out of the current entry cell before re-calculating other values.|
|Loadslip Time Stamp Allows Dot or Space Separator||Loadslips||Program Change - For users that enter time stamps manually on their load tickets, we have reverted back to allowing the user to type in a period or a space to separate hours from minutes rather than requiring them to type a colon. (They can also type in PM in the time stamp fields to indicate PM. Otherwise, tickets are assumed to be AM. You may also enter time in a 24-hour format, eg. 21.00. Upon edit, the system will redisplay the time with an AM or PM stamp as appropriate.)|
|Able to Automate Misc Expense Entries||General||Program Change - There is a new feature in the software that allows you to make multiple miscellaneous entries all at once from with the miscellaneous entry form. This is available in miscellaneous expenses for vendors & employees and miscellaneous income. There are a variety of options for creating these expenses such as daily, weekly, monthly, bi-monthly etc. Please review our wiki |
|New Licensing||Licensing||Program Change - As of 5.3.0 onwards the Logger's Edge uses a new licensing system that should no longer trigger as a false-positive for anti-virus software.|
|Enhanced Flexibility of Calculator Error Grids||Calculators||Program Change - Enhanced the Flexibility of Calculator Error Grids. When you right click on an error you now have the option to go into more places such as conversions rates, truck weights or directly to a rate screen. You can also leave the error screen open and go into other screens as needed.|
|Corrected the BC Fuel Rebate report PDF generation to solve rounding issues (BC Users Only)||Reports||Program Fix - Corrected the BC Fuel Rebate report PDF generation to solve rounding issues introduced in the last round of changes. Litres Claimed on Page 3 should now match exactly the Litres Claimed from line 12 on Page 4.|
|Added revenue as percent of another revenue activity||General||Program Change - We now have the ability to receive revenue as a percent of another revenue activity.|
|Do overloads by Customer who is paying||Loadslips||Program Change - Primarily of interest in Western Canada where overloads are used extensively. There is a new feature in the software that allows overload rules to depend upon the customer who is paying you for the load, rather than (or in addition to) being based on the mill to which the load is delivered.
In many instances, of course, the customer (who pays you) for the load and the mill to which the load is delivered are one and the same, but there are situations where that is not the case.
For example: 1. West Fraser (e.g.) may pay you to deliver loads to Tolko, in which case West Fraser will apply their overload rules on you, even though the load is going to Tolko (who may have completely different rules)
2. You haul loads for other contractors, and each contractor may apply overload rules to you that differ from one to the next, even though you may be delivering the load to the exact same mill.
In version 5.3 of the Logger's Edge you can differentiate maximum weight limits based on the customer associated with each load.
There is a modest extra cost for this feature, so contact a Caribou representative if you are interested! See Wiki for more info:
|Added flag so Historical (Pre-Primed) databases can have a popup warning when logging in||General||Program Change - We have added a setting that can be turned on for pre-primed historical databases that will warn the user when they are switching to or otherwise loading a historical database. This is to prevent accidentally entering data in an old database that should not be in use. The Priming Your Database wiki document has been updated with instructions for this in Version 5.3.0 onward: http://wiki2.caribousoftware.com/pages/viewpage.action?pageId=2392499|
|Suppress "$0.00 Load Revenue Rate for Activity " errors when pay rate 0% of LD revenue||General||Program Change - Will no longer get an error "$0.00 Load Revenue Rate for Activity", if your revenue is $0.00 & pay rates (percent of load revenue) is also 0.00|
|Fix for grid statement for corrections & reversals||General||Program Fix - Fixed an issue where corrections and reversals were not being displayed correctly in the grid statements only.|
|Daily, by Job, by Ticket, Report #301 - Corrected Totals in Scale Volume Unit of Measure World||Reports||Program Fix - The report under the Loads menu titled "Daily by Block by Ticket" had an issue in the world of Scale Volume Users where the totals were not handling the change in Unit of Measure properly. This would cause the totals for the Load Count, Gross, Tare, Net and Volume from the prior Unit of Measure (for the same day and block) to be carried forward to the next Unit of Measure (for the same day and block). This has been corrected. This same issue did not occur in the world where we did not have Scale Volume Unit of Measure enabled.|
|Allow Pay by TOP-UP TONNE HR||General||Program Change - Users who invoke top-ups can now pay (or receive revenue) per tonne-hour based on the additional top-up weight itself (entered in KGs but converted to tonnes during the pay or revenue calculation process). Call a Caribou support representative if you would like this enabled.
You can now calculate rev/pay based on CULL/TOPUP Tonne Hr. Set up pay basis as TOPUP_HR with Type of 12. This will return the cull amount converted to Tonnes multiplied by the cycle time
|Corrected Automated Pay Period Creation from System Configuration Menu||General||Program Fix - Fixed a bug introduced in Version 5.2.1 for auto-creating pay periods through System Configuration that required the user to set the start date to be one day later than it should have. This issue has now been corrected so that pay periods can be auto-created as intended.|
|Ability to control how CODE cascades to DESCRIPTION||General||Program Change - We have changed how code cascades to description fields, by default this will now take the code EXACTLY as it appears. Prior to this it would only capitalize the first letter, and every letter after a white space. We have the option of turning the old way back on for any specific table, where a code field of "THIS IS CAPITALIZED" would cascade to the description as "This Is Capitalized" We can also force the code to only be capitalized (ie. typing while not holding down shift still puts in capitals). We can also force the code to not accept spaces. These must be configured on a table by table basis by a caribou representative if you want them. See wiki http://wiki2.caribousoftware.com/pages/viewpage.action?pageId=12320781|
|Report #308 "Loads Profitability" Now Works With "Is No Costing Flag"||Reports||Program Change - Update to Loads Profitability Report #308. As of Version 5.3.0 this report will not show revenue or costs for those activities whose "No Costing" flag is set to True. The "No Costing" flag is NOT included by default in Pay Activities (under Setup : Pay Activities), please contact a Caribou Software representative if you wish to enable this flag.|
|Importing Load Slip Revenue||Loadslips||Program Change - Users can now import load revenue from a txt file, much like they can import loads themselves. The revenue is imported for each ticket-activity combination. That is, if a block/tract has a logging rate and a trucking rate, there will be two revenue entries for that load. If this feature is invoked, the revenue calculators will NOT insert rows in the loadslip revenue grid, nor will they over-write the received amount, pay basis, and rate, as these values are now imported. The invoice calculator WILL, however, update the Expected Revenue on the load-activity as long as there is a record that has been imported for that load-activity combination. This new feature allows for custom reporting that can electronically identify the discrepancies between what the mill has paid you and what Logger's Edge has calculated as owing. This feature is especially beneficial for Canadian users as they can often get their revenue electronically.|
|Get Report # 623 to run using date for pay chcek box||Reports||Program Change - We have updated our truck cash flow report #623 to have a "use date for pay" check box. This runs the report based on the date for pay on the ticket instead of the date in and date out.|
|Post check wizard changed to handle corrections & reversals||General||Program Change - Post Check Wizard now handles reversed loads correctly.|
|Fixed reversals not working properly in some cases for employees paid on vendor schedule||General||Program Fix - Fixed an issue where corrections and reversals were not being handled correctly when paying employees on the vendor schedule.|
|Fixed Toolbar Icons for Data Entry Only Version||General||Program Fix - In 5.2.1 we added new toolbar icons and replaced the existing ones, this introduced an error in the Data Entry Only seat where users could use the new toolbar icons to access Customers and Destinations tables which were under the Setup menu and otherwise should not have been accessible. They could also use the new icons to access the Invoices by Pay Period report and run the Invoice Calculators which were under the Reports and Calculators menus respectively and otherwise should not have been accessible. This has been corrected in 5.3.0.|
|Fixed Active X Error when Choosing NO to Export Reports as Native Excel Workbook||Reports||Program Fix - Corrected an issue where choosing NO to export a report to a native excel workbook would show an "Active X" error using Office 2016. See wiki doc here: http://wiki2.caribousoftware.com/display/LogEdge/Exporting+Reports+to+Excel|
|Added Contract or Rate Sheet Name to top of Rates Window||General||Program Change - When you right click a Revenue or Payment Contract and select Rates or right click a Revenue or Payment Rate Sheet and select Rates it now shows the name of the Contract or Rate Sheet you opened at the top of the window.|
|Wildcard the Destination for Revenue Rates||General||Program Change - Users can now use a wildcard destination of "ALL" when setting up Revenue Rates within the Block wizard. Meaning if one of your customers pays you the same LOGGING or SALE rate for loads going to several destinations, you no longer need to setup a rate for each destination. Simply setup your rates to reference the ALL destination.|
|Fuel Price Rates by Destination||General||Program Change - Canfor Trucking Rate Logic, we have now added a destination column to the fuel price screen. This will allow the user to have different fuel prices for different destinations.|
|Revenue Calculator Skips Expired Contracts||Calculators||Program Change - We have modified the revenue calculator logic to eliminate processing of expired revenue contracts. This code change should help speed up invoice calculators if users are careful about managing the end dates of the revenue contracts. (For users in the "sleek world", the block or tract end dates are the same as the revenue contract end dates.)|
|Zero Pay Weight Warnings||Calculators||Program Update - There is now a warning issued when the Pay Rate is NOT Zero, but the Pay Weight is Zero. Applies to both Pay & Invoice Calculators|
|Cull & Top-Ups Warnings on Decimals and Negatives||Loadslips||Program Change - With Cull & Top-ups enabled: You will no longer get a pop error "please re-check your CULL deduction, it must be a numeric value." when entering a cull weight with a decimal or a top-up with a negative number!|
|Inventory Log Tracking||General||Program Change - We have added a log inventory tracking (volume only) feature that allows companies who import log by log data to manage those logs in inventory. They can set up yard "rows" or "decks" (i.e., yard locations), and then can consume specific logs from inventory. It is currently enabled by doing the following in Basic Setup: On Mill tab, enable the Inventory feature in order to allow the Inventory menu item to be displayed so that pieces that have been imported can be displayed, and the other associated menu options will be visible. See the corresponding wiki article for more details. http://wiki2.caribousoftware.com/display/LogEdge/How+To+Manage+Log-Based+Inventory|
|Loadslip Revenue Grid Has New Fields Available||General||Program Change - We have made changes to the loadslip revenue tab, we now have the option to add in other fields that we track on the load tickets, such as date, species, product etc.|
|Grid Statements Can Indicate Overloads||Statements||Program Change - The software can now be configured to show an asterisk (*) behind the ticket number of overloaded loads in the employee, vendor, and invoice grids if payment is capped based on overload rules. This applies to Vendor/Employee/Invoices - Regular and Ad Hoc Statements.|
|Cruise Volume Report for Hardwood Splits||Reporting||Program Change - We now have a new cruise volume report available that is suitable for clients with hardwood splits enabled. Contact a caribou representative if you want more info or review this wiki: http://wiki2.caribousoftware.com/display/LogEdge/%231130+New+and+Improved+Cruise+Volume|
|BC Fuel Rebate Report Updated||Reporting||Program Fix - Both the regular and PDF version of the BC Fuel Rebate report have been updated to do grouping and totals on a Destination-Distance pair. This keeps loads for a destination with the same on and off highway distance in one group with one total, then if there are loads for that destination that have a different on and/or off highway distance they get their own group and total. This occurs when the effective date for distances causes a change somewhere in the period you are reporting on. In addition we now allow the PDF form to accept decimal values for the load count. Prior to this change it would round the load count up or down, then multiply by the distances to get a total for each destination. This was giving inaccurate results. Now it takes our full load count value, with decimals, and multiplies that by the distances to get a total for each destination-distance pair. The PDF form now provides more space at the top and bottom of the Loads and Fuel Purchases pages (The Caribou pages that get appended to the end of the document in the case that there are more loads or purchases than can fit on the supplied PDF form page). This should prevent data at the top and bottom from being cut off. Block/Tract codes passed into the PDF form get cut off at 19 characters to prevent data from spilling onto extra lines, this spilling over was causing data to run off the edge of the page.|
|Allow Longer Unique Vendor Codes||General||Program Change - Previous versions of the Loggers Edge would show an error if you attempted to create a new vendor, or edit an existing one with a code who's first 10 characters were the same as those for another vendor. Now the system will allow you to create or rename a vendor with with a code that has all but one of its characters the same as another vendor's code no matter where that unique character is. Ie. It used to check for uniqueness on only the first 10 characters, if those were identical it considered the records as identical even if they were unique a few characters further down. Now it checks the entire string no matter how long to see if they are unique.|
|Control Decimal Places for Load Count on Statements||Statements||Program Change - We now have control over the load count decimals places in subtotal on Employee, Vendor & Invoice Statements. Previously the default was three places.|
|Grids Return you to Proper Page Number||General||Program Fix - Confirmed that we have corrected an issue so that when you edit an item from the grid by double clicking to open it, a loadslip for example, it will now bring you back to the page you were on when you opened it instead of bringing you back to page 1 when you do close/save it.|
|Payee on Grid Statements is Centered||Statements||Program Update - For Grid Statements:Payee (Vendor, Employee or Customer) is now printed (centered) on every page.|
|Bottom Info Bar Shows Disk Space||General||Program Change - The bottom information bar for the program that displays the database connection now displays the total size of the database, the available space on the hard drive where backups occur, and the date of the last backup. This will turn yellow if the available space is less than the total size of the database, and red when below 100MB as a critical warning to free up some space. If you try to take a backup without enough space the program will warn you that there isn't enough. In addition to these changes when a database is sent to us using the Send Database to Caribou (FTP) option it will delete the uncompressed .bak file and leave only the compressed .zip that was sent.|
|Wizards Allow Add New... for Some Fields||Wizards||Program Change - On selected Grids in the Wizards, you are now allowed to type a new entry into selected (though not all) cells. When you click on NEXT, the wizard checks the entries to see if they exist. If they do not exist, the user will be prompted Add New? You must either Add the entry or Fix the entry. The downside of this new feature is that when you type into a cell that now allows adding of entries on the fly, it will NOT auto-pick from the dropdown list. BUT: if you type the first letter and use your down arrow, then you can go up and down in the list conveniently. The new feature is turned OFF by default, but can be quickly enabled by a Caribou representative if you'd like to make use of the feature.|
|Date Picker Allows Use of Arrow Keys||General||Program Change - We have enhanced the date picker functionality for time slips, production slips, and miscellaneous expense/income data entry forms to make more use of the keyboard. (It does NOT work this way in the load ticket entry window, as it is its own separate form.) When a user tabs into a date field and the whole date is highlighted, they can use the Shift + Down Arrow to activate the calendar. They can select their date with their mouse by double clicking OR: Using their keyboard, they can use the right and left arrows to move through the digits of the date field. If they arrow over so that the cursor is behind any given digit, they can then use their up and down arrows to make that particular digit go up or down. The most convenient thing to do is to move the cursor to the right of the "day" portion of the date. They can then arrow up and down to change the day forward or back in time. For example, suppose the date showing in the field is 07/05/2017 for July 5 2017. The user can use their right and left arrows when the field is activated to move to the right of the 5. By using the down arrow, they can scroll back day by day to whatever date they need. Note, while the above functionality does not work in the load ticket in its entirety, you CAN use the left and right arrows to move to the digit in your date field, and then use the up or down arrows to move that portion of the date forward or back in time.|
|Right Click - Edit Block, No Longer Crashes||General||Program Fix - Fixed an issue where right clicking on a block to edit it would cause an error, and then the whole program would close. This has been resolved in V5.2.1.|
|Toolbar and Icons Updated||Toolbar||Program Update - We have replaced the existing toolbar icons and have added buttons for Customers, Destinations, Misc. Expenses, Invoice Calculators and Invoice Statements. If a user's screen resolution is too small, some will be hidden.|
|Switch Databases Without Re-starting||General||Program Fix - Users in a multi database environments can now switch from one database to another without having to restart the program. Fixed from an eariler version.|
|Time Slip, etc. Entry Forms Have Navigation Arrows||Entry Forms||Program Change - The entry forms for time slips, production slips, miscellaneous expenses, and miscellaneous income now have arrows at the top left and right that allow you to navigate forward and back through existing records. It will save any changes before moving to the next form. Useful if you need to edit a few items in sequence.|
|Profitability Drill-Down - Vol/Hr and Exclude Trucking||Reporting||Program Change - The Default "Detailed Profitability, Drill Down" report has been updated to include a Volume per Hour measure next to the Dollars per Volume measure in the Activity(Phase) breakdown at the end of each block/tract section. This calculates how much volume was produced per hour based on the production hours for each Activity(Phase). If your volume for the block/tract is in TONNEs it will provide the measure in TONNEs, if it is in M3s it will provide the measure in M3s. There is also a new checkbox option in the filter screen for the report called "Exclude Trucking". This will prevent data associated with Trucking activities and Is Pay Like Trucking activities from showing on the report. By default this is OFF and the report will run as it always has.|
|Error Count of Last Calculator Shown||Calculators||Program Change - As of 5.2.1 in Logger's Edge we now show the error count for the last calculator run in a toolbar under the menu buttons. This will show for Employees, Vendors, and Invoices. Next to each type it will show the Pay Period CODE of the last calculator run and the number of errors there were. EG. Employees : PE July 22/17 : 6 Errors|
|Can Copy Without Highlighting Whole Row in Revenue + Pay Rate Grids||Wizards||Program Change - When you are in a revenue or pay rate grid in the wizards, you can now click the copy button with your cursor ANYWHERE in the row you want to copy, and the row will now be copied. In prior versions, a user had to use their mouse to highlight the entire row (including row number) that they wanted to copy. The new enhancement makes it much faster to copy rows in the grid without having to use your mouse. BONUS TIP: Did you know that if your cursor is in a rate grid, and you use the shortcut "Alt+o", that will copy the row without the need to use your mouse at all!|
|Reporter Tool Can View Statements Again||Reporter Tool||Program Fix - Corrected an issue that prevented viewing Vendor/Employee statements from the Reporter tool and also prevented printing Crystal reports from the Reporter tool.|
|Can Collapse Certain Activities to One Subtotal on Statements||Statements||Program Change - We have added the ability to mark a pay activity to have its payment records collapsed into 1 row on the grid views of the employee, vendor, and invoice statements. (It has not been incorporated into the Crystal statements, but could be on a custom basis for a user, nor has it been incorporated into "ad hoc" vendor statements.) The feature is nice in cases where, for example, a user pays (or receives revenue for) both trucking and a trucking fuel adjustment amount. Enabling this feature for the Fuel Adjustment activity will shorten the pay statement by eliminating the ticket by ticket display of the fuel adjustment. (Note that the calculators will still calculate the costs on a block by block basis for job costing purposes.) We would instead see one dollar value total for all of the Fuel Adjustment.|
|Vendor Statement Can Group by Scale Ticket for Split Users||Statements||Program Change - For Hardwood Split users who are on a SQL database, we now have the ability for the vendor statements to group by the ticket number so that they will display a subtotal for each scale ticket at the bottom of the list of splits for that ticket. This feature works in the Grid statements, and works with Crystal VS_UoM_Split_SQL.rpt. The crystal report will suppress volume totals when UOMs for the groupings are not all the same, but the grid statement will not do this suppression. The functionality should work with the grid statements for employees and for invoices, but that has not been tested as of v5.2.1.|
|New Step Rate for Canfor Cycle Time||General||Program Change - Canfor has started using a new method for setting trucking rates for contractors. The basic change is in regard to how fuel is treated in setting the rate. In the past, the rate model assumed that a truck consumed the same liters per hour, regardless of the cycle time. The new rate model now accounts for reduced fuel consumption while the truck is idle – the time that is spent loading or unloading. A new step rate has been introduced to The Logger's Edge to accomdate this logic. For more information please go to http://wiki2.caribousoftware.com/display/LogEdge/Canfor+Trucking+Rates+and+Step+Rate+X0|
|Meter Reading Warnings||General||Program Fix - A warning is issued when entering time slips for employees, equipment and contractors if there exists a previous time entry for the specified equipment unit or truck which has a meter reading that is greater than the one being entered. You will not get a warning if you enter a slip with a 0 meter reading, or if you enter a slip with any meter reading with the same date as the greatest meter reading so far.|
|Retain Page Number When Editing Items||General||Program Fix - Corrected an issue so that when you edit an item from the grid by double clicking to open it, a loadslip for example, it will now bring you back to the page you were on when you opened it instead of bringing you back to page 1 when you do close/save it.|
|Scale Unit of Measure Defaulting Fixed||General||Program Fix - Scale Voume Unit of Measure now defaults again (to MBF for exmaple) on split loads. For users with Hardwood Spilts enabled.|
|Disable Tract Icon from Loadslips for Data Only Users||Security||Program Fix - Corrected an issue where Data Only users could edit the Block/Tract from the Loadslip even though they couldn't access that otherwise.|
|Freezing User Defined Report Columns when Scrolling||Reporting||Program Change - We have added the ability to freeze certain columns in place when scrolling for User Defined Reports. That way they are always visible. Please ask a Caribou representative if you have any reports you'd like this enabled on.|
|"Find" Box Added to User Defined Reports||Reporting||Program Change - We have added the option to include a "find" box for any filters on User Defined Reports. For example on a report that used to provide only a pick list for the Job, you could enable this find box and be able to type in all or a portion of the job name with wildcarding in order to find it in the pick list. You may use a % sign wildcard at the beginning only, not the end, to filter for a specific string of text regardless of what comes prior to it.|
|Summary Mode and Detail Mode Changes for User Defined Reports||Reporting||Program Change - We have modified how User Defined Reports operate in terms of Summary and Detail versions of reports. Now when run in Detail Mode (Ie. the summary only box is UNCHECKED) we will get two tabs for the report. The main tab will be the Detail report. And if we click the Summary tab we can see the summary version. Otherwise if we run the report with Summary Only checked then we will only get the Summary tab. We have also added the option to include breakdowns of subtotals in the Summary tab by any of the chosen groupers. Eg. We have the main set of data bring back some information by Block, and Destination. But at the end of the report right after the grand total we want a summary that tells us just our totals for each Destination regardless of the block - we can now do that.|
|User Defined Report Summary Mode Date Range Included||Reporting||Program Fix - Resolved an error that would prevent the Date Range from being included on User Defined Reports when run in Summary mode. Now if the date range you filtered for is configured to be printed at the end of the report it will do so in both Detail AND Summary mode.|
|Posted Time Details Rows No Longer Editable||General||Program Fix - Time Details rows associated with a posted period will now be completely locked from editing.|
|Time Slips Accept All Date Formats||General||Program Fix - Fixed an issued that prevented users from being able to enter time slips if the date setting on their computer was anything other than the exact format of mm/dd/yyyy.|
|Split Load Dates Update When Header Load's Date Updated||General||Program Fix - Split load detail tickets will correctly update their dates if the header ticket's date is edited. Ie. edits to the header ticket's date cascades down to the detail tickets.|
|Update BC Fuel Rebate Form||General||Program Change - Updated BC Fuel Forms to match new government 2014 forms.|
|Copying Purchase Orders Clears Line Item Invoice#||General||Program Fix - Copies of a Purchase Order will no longer retain the Invoice # on each line item by default. They will be left blank on the copy.|
|Update Treatment of Bank Loans and Advances in Multi-Period Calculators||Calculators||New Feature for Advances & Bank Loans - When multiple pay periods are selected, the program will first delete ALL production advances repayments and bank loan repayments in the period. The vendor calculator then recalculates the periods from oldest to newest so that the advances (or bank loans) can also be recalculated.|
|Changes to Calculators to Handle New Crew Code Field||Calculators||Program Change - Added the new Crew Code field to the Payment Contract Rates grid.|
|Correct Pay as % Of Activity for DISTWT Pay||General||Program Fix - Pay as a % of an activity will now correctly work if that activity is charged by DISTWT (product of distance and weight).|
|Allow Direct Edit of Blocks from the Blocks Grid||Blocks||NEW FEATURE: We now have a splitview screen in the block/tract setup grid that will let you edit dates and other data directly in the grid in a similar fashion to the Load Slips Grid. A Caribou Representative must enable this feature for you.|
|New Menu Items for Crews||General||Program Change - When Suzie Logger is turned on, we have three new Crew related menu items under Setup - Crew Assignments: (1) Equipment assigned to Crews (2) Blocks/Tracts Assigned to Crews (3) Trucks assigned to Crews See this wiki document for more information on how these new tables allow each crew to see only selections that relate to the tracts they are on and the trucks they use: http://wiki2.caribousoftware.com/display/SL/Suzie+Logger+-+4.0+Filtering+Logic|
|Changing Tab Order on Loadslips||General||Program Change - Tab Order on tickets it will now tab from load count to ticket number when the feature is enabled that allows users to go straight from the date in field to the gross weight field (bypassing the date out and date for pay and all time fields). This tab ordering did not work nicely in earlier versions.|
|Changes for importing from E-Loader list to main program||General||Program Change - For users that import loads from Suzie Logger to the Logger's Edge, we have made it so that the software: a) auto-fills the default driver from the truck entered on the load; and b) updates the distances on the loads based on the tract/destination distance setup table. These items are of most interest to U.S. users who are not using mill imports in conjunction with their Suzie loads.|
|Changes to the E-Loader Screen to Handle Suzie Edits more Easily||General||Program Change - For US Users making use of Suzie Logger, we have made some enhancements to the E-Loader ticket entry/edit grid to make the process easier. First, when users save a ticket, they can pull up the next ticket by the Suzie Load Number (rather than the mill ticket number). We have also made it so that weights and dates can be more easily edited in the grid.|
|Corrected Program Freezing After Import||General||Program Fix - Corrected an issue that prevented the Logger's Edge from closing/exiting after running an Import. Could also affect the printing of reports, causing a freeze, after importing.|
|Corrected Grid and Record set getting out of sync when Add and Copy button are selected.||General||Program Fix - Using the Tab key to tab to the next cell right after creating a copy of a ticket will now correctly stay on the copied ticket row. Prior to this it would jump to the first ticket row.|
|Corrected Emailing Statements Requiring Default of PDF Printer||General||Program Fix - We have fixed an issue for users that use the special statement emailing feature so that it defaults to the pdf printer without the user changing their default printer.|
|Modify Bank Loans to Allow Repayment as Pct of PAY Activity||General||Program Enhancement - The Bank Loans functionality now has an option to allow repayment as a percent of a pay activity instead of just a revenue activity.|
|Able to base Net vs Gross Overloads on the Route||General||Program Enhancement - In the Logger's Edge, we typically determine whether to use the Gross weight or the Net weight based on the settings for the Destination. In some circumstances, a user may need to differentiate Gross vs. Net for the same Mill. For example, a mill might generally use a Net overload limit for Off-Highway loads, but use a Gross limit for Highway loads. As of version 5.1.1 the Route and/or Destination can also be used to determine if the overload logic should use the Gross or Net weight. See http://wiki2.caribousoftware.com/display/LogEdge/How+to+Use+Route+to+Differentiate+|
Overloads+Based+on+Gross+Vs.+Net for more details.
|Have top up's selected by Gross and apply Net weight||General||Program Enhancement - We have enhanced the way that minimum weights (top ups) can be configured. There are two major changes here: (1) Allow top ups to be different between your own trucks and for sub contractor trucks, and (2) Allow a Gross Weight to be used a a threshold that determines whether the top up logic will be applied at all. See http://wiki2.caribousoftware.com/display/LogEdge/How+To+Handle+Light+Loads+%28Top+|
Ups%29+Extended for more details
|Overloads By Own Trucks, Sub Trucks and Revenue||General||Program Change - In version 5.1.1, there have been two changes to the way the Overload functionality works: (1) You can now setup seperate rules for Revenue vs Pay (2) You can apply Overload Rules and Schedules differently depending on whether the Truck is company-owned or a Subcontractor Truck. See http://wiki2.caribousoftware.com/display/LogEdge/How+To+Manage+Truck+|
Overloads%3A+My+Trucks+vs.+Sub+Trucks for more details. Also see: http://wiki2.caribousoftware.com/display/LogEdge/Enhanced+Overload+Functionality+-+Version+5.1.1
|Add two date fields to Vendors Table||General||New Feature - Now have two optional date fields on the vendor table.|
|Make Tree Views Configurable||All Grids||New Feature - Added the ability to configure the columns used for grouping in the "Tree View" to the left of standard grids. The grids for Load Slips, Time Slips, Miscellaneous Expenses, and selected other grids all have a "Tree View" on the left portion of the screen. The "Group By " drop down in the top left of these screens allows users to filter the list on the right based on the "Group By" Selection on the left of the screen. Prior to version 5.1, these "groupers" were not configurable, but we have made them configurable as of version 5.1 So, if it would be handy to have different fields available by which to "group" your data (for example, maybe you want to filter your loads by driver in addition to truck, but historically only truck has been an option), contact a Caribou representative. You can learn more about this feature in this article: http://wiki2.caribousoftware.com/display/CPT/Configure+Tree+Views.|
|Add PO Functionality into Loggers Edge||General||New Feature - As of Version 5.1, the Logger's Edge now has a Purchase Order Module that can be enabled for an extra fee. This module allows users to create and manage POs through the issuance, receipt, and invoicing stages. POs can have multiple line items allocated to different blocks/tracts, to equipment units (or to neither). Expenses associated with Purchase Orders can also be posted directly to Sage, if the user has also purchased this new module (also available as of Version 5.1).|
|Introduce Simply Posting of Payables for LE||General||New Feature: The Logger's Edge now has an optional module that allows users to post expenses directly to SAGE Simply Accounting. Users can enter expenes either through the miscellaneous expense feature in LE, or through the new PO feature. Both invididual miscellaneous expenses, and all line items associated with a PO can be posted to Sage.|
|Ability to Report on Crews through Loggers Edge||General||Program Change - There is a new optional data field for Crew on loadslips, time slips, production slips, and miscellaneous expenses/income. This new crew field is wholly different from the configurable field that some users have historically used to track their crews, so if you have been using that other field, a Caribou representative can configure your system to make use of this new field. The new field allows us to tie data to the Crew (as well as the block/tract) for reporting purposes. There is a new suite of reports built to report on the Crew. They mimc the original Block based reports, but capture loads, time, expenses, etc. in such a way that you can evaluate the profitablity and productivity of each crew. A Caribou representative can assist you in enabling this new feature and the corresponding reports if you are interested!|
|Add Crew Reports menu item to the Reporter.||Reports||Program Change - We have expanded the Harvest Reporter to include new crew reports (to be enabled by a Caribou representative). There is now a Crew reports menu item in the reporter if they are enabled. It will also populate the side bar (where the favourites are stored). Any reports enabled as class 11 will be treated as Crew reports and put under these menu items.|
|Added check to Suzie Logger import to prevent overwriting existing loads unless by direct choice||General||New Feature. When loads are imported from Suzie Logger, the system now checks to see if the loads already exist. If thy do exist already, then you are given the following options: 1 Quit (quit importing all together) 2. Skip (Don't import this load, but ask again if more loads already exist) 3. Update (Overwrite all of the existing tickets data with the data from Suzie Logger, and ask again if more loads already exist) 4. Only HH Data (only update the load for The Long, Lat, loader date and backtab activity data. Do this for all remaining existing tickets)|
|Added specific invoice calculator error text for when we already posted the pay period||Calculators||Program Change - When we have our invoice statement posted and re-run the calculator for the posted period we will now get a calculator error stating that no calculations have been made due to the period being posted already. We will only get one warning/error row per customer for invoices.|
|Modify system to allow users to have two LE databases open in certain circumstances where it was generating an error.||Calculators||Program Fix - Multi-threaded calculators can now be run while having multiple databases open. Prior to this the calculators would re-read the connection info file and if you (or another user sharing the system) had switched databases recently it would try running the calcs against the most recently opened database.|
|Fixed error re-running calculators from error screen would repeat original errors||Calculators||Program Fix - Fixed an issue where re-running a calculator from within the calculator errors screen would append repeats of original errors to the error list.|
|Suppress reversal and correction tickets on employee and vendor statements for all pay types||Statements||Program Fix - Corrected an error where loads that were paid by Ton/Hr, Tonne/Hr, Distance/Weight, Load Value on previously run statements were being retained in the system and showing up on unrelated statements if they had a value of 0.|
|Fixed running Vendor Statements by Pay Period in the reporter||Reports||Program Fix - Fixed an error when running the Vendor Statement through the Harvest Reporter. (Business reports).|
|Fixed running Employee Statements by Pay Period in the reporter||Reports||Program Fix - Fixed an error when running the Employee Statement through the Harvest Reporter. (Business reports).|
|Fixed error cancelling after clicking "View Statements"||General||Program Fix - Fixed an error preventing the user from cancelling out of the selection list after they had clicked "View Statements"|
|Custom wait time formulas||Loadslips||New Feature - Now have the ability to create custom formula field on load tickets.|
|Ticket books & authorization numbers||Loadslips||New Feature - Ticket Book & Authorization Cards Combo, see wiki http://wiki2.caribousoftware.com/pages/viewpage.action?pageId=6324307|
|Pay Reporting from within the Reporter: if users tried to view crystal reports from within there, the View button generated an error and could not get to Crystal.||Reports||Program Fix - Fixed error when attempting to view crystal statements (Vendor, Employee, Invoices) from the Harvest Reporter.|
|Slight Modification to Crystal Print Dialog Box||Reports||Program Change - Modify various print buttons to load the same printer prompt so that users can control number of copies printed, etc.|
|Crystal UDRs now respect landscape vs portrait setting||Reports||Program Fix - Modified the Harvest Reporter (Business Reports) tool to respect Crystal Reports potrait vs landscape setting when printing.|
|Able to Set Gross Tare and Net Basis fields based on the Destination rather than the Source||General||The Gross Tare and Net Basis fields can be based on the Destination rather than the Source. There are instances where wood is delivered out of the same block or tract to two different destinations where the unit of measure for the delivery is different. For example, in northern Maine, some wood gets delivered into Canada where it is weighed in Kilograms, and some wood is delivered to mills in the US where it is weighed in pounds. Prior to version 5.0.3, the Logger's Edge could not handle this situation unless you set up two blocks or tracts instead of one.|
|Speed up Summary Mode UDR Reports with multiple Groups||Reports||User Defined Reports run in summary mode will now run much quicker. This is especially beneficial when there is more than one grouper.|
|Calculators run quicker in some setups on Access databases||General||Calculators in Access databases may run quicker in some setups. Checking for Multi-Pay will no longer occur if there is no relevant data entered. Calculators only pass over loads for employee pay if employee rates are set up.|
|Able to pay a % of a trucking or other Activity||General||We now have the ability to pay a % of a trucking or other activity.|
|Ability to revert to old date format for easier manual entry||General||We can switch dates back to being text-based in the grids for easier entry when manually typing in values. However this will remove the ability to sort grids by date. If sorted, dates will be treated like text.|
|Deleting sorted Rows now allowed||General||If you sort a grid view by any of the columns it will allow you to highlight and delete multiple rows.|
|Date sort now handles two digit year||General||System dates with only two digit years are now properly handled when sorting by date.|
|Grid now allows Date sorting on Date fields||General||We can now sort the grid views by a Date Column. When Date and Time are both used, the date portion will be sorted as a date and the time portion will be treated as text and sorted as such.|
|Enhanced Search Feature in the Grid||General||We can now search by any column enabled in the grid using the search window at the bottom left.|
|Export Error Screen to Excel||General||Able to export calculator error screen to excel in a user friendly and readable format.|
|User Defined Reports||General||We now have Cross Tab Reporting capabilities within the user defined reporting tool. This feature is great for reporting on things like load counts by driver by day. Contact a Caribou representative if you'd like to learn more.|
|Overtime Rules||General||New Feature - Now have the ability to have up to 8 different overtime rules instead of just 2|
|Updated Error Reporting in Calculators||General||This new feature will help prevent accidental payment of a time slip (or production slip) in two different periods after modifying the date for pay.|
|Pay & Revenue Contracts||General||We have added the ability to hide load data that does not impact revenue and/payments from the rate setup screens.|
|Load Tickets||General||New Feature: Five New Fields have beed added to the load ticket entry screens. These five new fields can be used when calculating load Revenue and Payments.|
|ReCalc Equipment Cost||General||Program Fix - ReCalc Equipment Cost Calculator is now calculating non REG PROD pay types as expected.|
|Hardwood Splits||General||Update to Hardwood Split Feature. The total scale volume calculated on the Splits tab of a load ticket can now be automatically carried over to the Scaled Volume on the Main Ticket Screen.|
|Pay Basis in Access Database||General||Program fix - now able to add a pay basis directly in an access database|
|Calculator Error Screen||General||The pay calculator errors render in the grid in a more readable format. You can now also resize the columns and export to excel in a user friendly and readable format. Finally, there is a print special button to print errors in a text format similar to earlier versions. See notes on 35293.|
|Post Check Wizard||General||Program Fix - When entering revenue in Screen Three, with the Group loads by option set to Ticket: the Last "Do All " button would apply revenue to all tickets BUT appears to be for the last ticket only. The running Total also seemed to double up the revenue applied. It is now fixed.|
|Report 306||General||Updated Report 306 mill reconciliation report to work with cull rate revenue.|
|Report 185||General||Update Report 185 - hours were being overstated if a sub contractor was running equipment run by MYCO. This has now been fixed.|
|Reversals||General||Program Fix - Reversal loads are now being assigned to vendor pay schedule when employee is paid on the vendor pay schedule.|
|Trucks||General||New Feature - now have the ability to add Cparts to the truck weights table such a species or stratum to define truck weights.|
|Truck Max Weights||General||New Feature - You can now have overweight capping threshold lower than actual allowable truck max weight. It can be a different amount on the revenue side vs the pay side.|
|Overloads Activities in SQL Fast Pay||General||The system will now allow you to specify which activities have overload rules applied to them when using the SQL Fast Pay option.|
|E-Mail Vendor and Employee Statements from within the program||Statements||You now have the option of emailing statements to either employees or vendors directly from the Loggers Edge program. Requires Bullzip to work and will create a PDF file in your drafts folder. Will only send to anyone who has an email address entered. Only compatible with Outlook.|
|Alternate Time Form||Timeslips||Alternative time entry form fixed bug so that you can't click save without having entered in the required fields.|
|Pay Periods||General||For users that have both vendor and employee periods enabled, the pay period type field in the Pay Period Setup Table will be locked down as soon as there are any pay transactions (or revenue transactions) associated with that particular pay period. This locking will prevent users from changing the pay period type on a pay period AFTER they have processed revenue or payments.|
|Recalc Load Volume while running Vendor Calculators||General||User can now rerun the load volume calculations from within the vendor and invoice full calculators. There is a new checkbox labeled "First Recalc Load Volumes" at the bottom of the pay period selection screen displayed when a user selects the main menu option Vendors Full or Invoices Full. If the checkbox is selected the volumes on the load ticket(s) within the date range of the pay period(s) will be recalculated using the current conversion factors.|
|None is no longer a valid option on time slips, production slips, and miscellaneous expenses||General||Program Change - Can no longer use NONE Block for Misc Expenses and Production Slips.|
|Re-run User Defined Reports||Reports||The Bang button (!) now works in under defined reports as well. Meaning that you can just press the bang button any user defined report and it will remember your settings from the first time.|
|Error Window improvements||General||Program Change - Error log window that is used to report issues with calculators and imports is now displayed in a grid. This is easier to read and allows for quick export to excel.|
|Production Items on Time Slips||Time Slips||If you add the new "PROD_ITEM_#" to time detail you no longer are require to add PROD_UNITS, ACTIVITY and CODE in order for the activity and UOM to save as expected.|
|Right Click for Pay and Revneue Contracts||General||For users that use actual revenue and pay contracts, you can now right click on a revenue contract or pay contract in the block/tract setup wizard and go straight to the revenue (or pay) contract rate grid.|
|Quick access to Block/Tract Setup||General||There is now a new block/tract icon in the load ticket window that lets you go to the block/tract setup wizard for the block you have entered on your load ticket --- from within the load ticket itself.|
|Training & Certification Tracking||General||There is a new (optional) feature that allows you to track training courses, certifications, and license requirements for your workers. You can also keep track of performance review dates and comments per worker, and you can keep a basic log of Safety Incidents. Contact a Caribou Representative if you are interested in this feature, and we can provide you with the cost for the feature, along with documentation describing the feature in more detail.|
|Employee Grid Filtering||General||For companies with employee lists of 50 or more active employees, there is a new selection box at the top of the employee grid that will allow you to filter employees by employer. There will also be a search box in the bottom left to search for an employee if you know their employee code or full name. Also, if you want to find all employees with a last name starting with M, for example, you can type M% in the search box.|
|Subticket Weight Calculations||Loadslips||When adding babies to a ticket, the system will not use the Load Ct field to auto-calc the weight for the babies based on the Pct * the header weight. TMP_LOAD_Revenue table must be configured with the Load Ct having 2 decimals and be immediatly to left of the net field. The volume field will calculate based on conversions upon SAVE of the load.|
|Sample Report||Report||Standard Sample Report - modify it to calculate conversions on the fly, not from displaying aggregated D records. Also, need to allow the report to be run for MOF samples only or Cruise-Based (Quality) samples or both.|
|Inventory||Inventory||Program Change - Inventory feature operates on 'H'eader or 'D'etail records if necessary for hardwood split loads.|
|Benefits||General||Updated how the software handles benefits (for certain clients in British Columbia).|
|Equipment Defaults||Time Slips||Program Change - When adding time entries if an Equipment unit has a default activity assigned it will pick that activity. Otherwise it will leave whatever activity is selected already, if one is selected at all.|
|Subcontractor Charge Outs||Time Slips||Program Change - Can now charge out contractors by worker as well as equipment.|
|Block Menu||General||Program Fix - Right clicking on a Block line in the Blocks grid will always bring up the correct list of actions.|
|Adhoc Calculator||General||Program Fix - AdHoc pay calculator will calculate totals correctly.|
|Production Advances||General||Fixed an issue that would occur if you used Production Advances and Customer Pay Periods together.|
|Lists||General||New Feature - We now allow the user to set a default number of results to load up in certain of the key data grids in the system (such as work tickets, equipment, employees, etc). This new feature means that when a user brings up a grid with hundreds of rows, they need not wait for the grid to load the entire list at once. Instead, they can load up X rows per page, and then navigate through the list with the new "page links" that are displayed in the top right corner of the grid listing. The default row count is set in System Configuration -> General tab, Results Per Page field. The default is 50 rows per page.|
|Tract Profit by Activity||Reports||Program Change - Added a check box to the "Tract Profit by Activity" report so users can now choose to run report against expected revenue instead of paid revenue as reflected in the "Load Slip Revenue" screen.|
|Open Pay Dates||General||Program Change - For users who do not pay workers (typically subcontractors) until they have been paid by their own customers, there is now the ability to get a "Date for Pay" onto each row of both the (worker and equipment) hourly and non-hourly grids. The date of "Open" can be used in this date for pay, which the software will interpret as January 1, 1999, so that the user can look up the tickets where the date for pay is still set to "Open", thus ensuring that all tickets are ultimately paid out.|
Fixed the issue of required volume fields not showing up on the last screen of the Block/Tract Wizard on user databases that are set to use the "Simplified Block Setup" configuration when the "Enable Budgeting" feature is enabled on the database. When users wanted to be able to use the "BC Budget Report" feature ( Report #186) there are configuration settings changes that have to be made by a Support Representative. These configurations that are made on the database are not visible to the end user. When these configuration changes were applied on a "Simplified Block Setup", not all of the required volume fields that get added to the last screen of the Block/Tract Wizard were showing up. These volume fields now show up correctly once they are configured by a support representative. The missing fields were the following:
|Default Employee Activities||General||The "Employees Default Activity" tab in the "Workers" Setup Screen has now been hidden as the "Employee Default Activities" functionality is not currently used in Loggers Edge. When users upgrade to this version, this tab will be removed from the Workers Setup screen view.|
|Equipment Cost Effecive Date||General||The default effective date for the "Equipment Cost" has been configured to default to "1/1/2000" now, whenever a new peice of equipment is added to "Equipment" setup list. Whenever users go into the "Equipment" setup list, located under menu item "Setup | Equipment / Trucks | Equipment | Unit Numbers" or click on the "Equipment" button from the button menu, and add a new piece of equipment to their equipment list, an automatic entry is made into the "Equipment Costing" setup screen found under menu item "Setup | Equipment / Trucks | Equipment | Equipmetn Costing". This entry would set the default "Effective Date" to the current date of when the equipment was added. This often caused an error for users when they ran the calculators because their load slips or time slips may reference the new piece of equipment with a pay date that was earlier than the effective date of the equipment cost. This caused the program to think there was no "Standard Cost Rate" or "Fully Founded Rate" for the equipment referenced in the load slip or time sheet. User would have to go back to the "Equipmetn Costing" setup list and change the "Effective Date" to a date prior to any load slip or time slip date that was referencing the piece of equipment that was recently added.|
|Excel PowerPivot Support||Reports||Program Change - The Reporting software now allows for the generation of a temporary table to be used for Excel PowerPivot based reporting. It works just like a regular report using filters chosen to bring back specific data from a specific range. But unlike other reports it does not bring up a report window, it generates a table behind-the-scenes with the retrieved data for use in PowerPivot.|
|Print Options||Reports||Program Change - Added print out options in the Business Reports module that allows the user to control the following items: -whether to print gridlines -whether to print a border around the entire report -whether to print the column labels -whether to print the row labels|
|Weekly Production, Summary||Reports||Bug fix - Weekly Production, Summary report was bringing back data from an additional pay period in addition to the one selected by the user. This has bee resolved.|
|Time Slips||Time Slips||Fixed issue where if an additional production activity was added to either the standard or alternative Time Slip data entry screen and they had a default acitivity defined to be populated in the activity field, the Time Slip would not save, but would thow an error. The default activity that would automatically populate in the additional production activity filed added to a Time Slip is a configuration that was done behind the scenes in the database tables by a Support Representative. However, it would not work properly. This has now been fixed. Also, the amount of total characters allowed to be used in the comments text field in the Time Slip grid view has been increased to 2,000 characters or to the maximum amount allowed by the database. However, the same field in the alternative time slip entry screen is still limited to 50 to 60 characters.|
|Deleting Rows||General||Program Change - The Software will now prompt the user if they click delete without highlighting a row to delete first.|
|Time Slips||Time Slips||Fixed the issue when more than five additional activity fields were added to the Time Details / Time Slip data entry screen whee the hours were not getting automatically totalled at the bottom of the screen in the status bar as you filled out the Time Slip. The first five additional activity fields added to a Time Slip entry screen would total the hours at bottom of the Time Slip data entry screen, but once any more additional activity fileds were added after the first five, the hours of new additional activity fields would not add to total hours on the fly. The Time Slip Entry screen will now handle up to ten additional activity fields and they will now all add to the total hours at bottom of Time Slip as you enter hours in any of these fields.|
|Loads Paid, Only Unpaid||Reports||Fixed the SQL error that users were getting when running the "Loads Paid, Only Unpaid" Report found under the "Loads Slips" report menu or under the "Load Reports". Sometimes when running the report, users would get a SQL error stating "An Expression of non-boolean type specified in a context where a condition is expected, near 'AND'." This error would then re-occur everytime the report was re-run, unless the "Business Reports" screen was closed and restarted.|
|Employee Charge Outs||General||A new feature has been added that changes the Employee Charge Out rates section from differential rates (the rate is applied on top of the charge out rate specified in Employee Base Rates) to full rates. Allowing more specific rate situations. This is enabled by checking off the appropriate setting in Basic Setup -> Oddball.|
|BC Fuel Rebate||Reports||Fixed the issue with the BC Fuel Rebate report not populating all of the required total fuel and mileage/kilometer amounts into the fuel rebate PDF document. Not all the fields where being populated properly causing the PDF form to not calculate the rebate claim amount correctly. This is now fixed and the BC Fuel Rebate form now calculates the correct rebate claim amount once the user changes or updates the tax rate on the BC Fule Rebate form.|
|Rate Screens||General||Bug Fix - changes in the full screen version of rate grids were not updating the underlying grid in the rates wizard. This has been fixed.|
|Selection Windows||General||Fixed an issue where the side bar would be unable to display items that could be formatted as dates (e.g. a block called 2013-04-20).|
|Shortcut Buttons||General||Fixed an issue where certain buttons would open new windows instead of reusing existing windows.|
|Net Scale Volume||General||Fixed issue where user was getting a pop up error if the "Net Scale Volume" field and the "Unit of Measure" (UOM) field was enabled on a load slip ticket entry screen, and the user set the "Net Scale Volume" to equal "0" AND set the "unit of Measure" to equal "NONE". The user would get a pop up error stating "Net Scale vol is non zero, but the unit of measure is NONE, continue with save?". This no longer occurs when a "Net Scale Volume" of "0" is entered when the Unit Of Measure is set to NONE.|
|Equipment Owner||General||New Feature - Once a piece of Equipment has been used on a Work Ticket the Owner of that Equipmnent can no longer be changed.|
|Estimated M3s||General||Program Change - Added the ability to charge a percentage of the "Est M3" pay basis. When enabled and the Pay Calculators are run the software will look for entries with a pay basis of "Est M3" and apply the full rate to the 75% adjusted pay weight. This only works for the "Est M3" pay basis. The 75% adjusted weight is what will show on any standard invoice.|
|New Calendar Control||General||A new calendar control feature has been added to the software. Now when users go to select a start and end date in most all the screens, a more colorful full view of a monthly calendar displays for the user with a monthly and yearly drop down list box to select the months and years, instead of the old grey left and right arrows used to scroll through the month and year selection.|
|Employee Loaded Rate by Percent||General||Program Change - A Basic Setup Check box item was added to allow a percentage to be used to calculate Employee Loaded Rates instead of using the difference between an employee's charge out rate and their loaded rate. This allows for applying your Employee's Loaded Rate on a percentage basis for overtime hours.|
|Accounting Codes||General||Program Change - Account codes configured in the System Configuration will be automatically updated if the account code is changed through the Setup -> Accounting -> Account Codes|
|Vendor Statements||General||fix vendor statement grid view screen printing so user can now choose to not print column or row headers and choose not to print grid lines.|
|Equipment Code||General||Program Change - Fixed equipment setup list so user can edit the equipment code name and have the same code name change show up in the equipment activities setup list. This allows user to change or rename an existing equipment code and create a new one with a new name with a new owner and have them both show up in the equipment activities setup list.|
|Block Dates||General||Program Change - Fixed an issue where blocks with NULL dates could be created.|
|Export to Excel||General||Program Change - Prior to version 4.8.19, when a user saved a report to Excel from within the program, the file name would be written with two periods between the file name and the "xls" extension. Now, the file name is written with just one period.|
|Print Current||General||Program Change - Fixed printing output of Vendor Statement grid when user selects "Print | Current" so row and column numbers and letters no longer show up in printer output.|
|Loadslip Activities||Loadslips||Program Change - Fixed issue with load slips data entry screen not refreshing the equipment drop down list when the activity is changed.|
|Man Days||Time Slips||Program Change - Added automatic Man-Day calculation to the Time Slip entry form. You can tell the system how many hours are in one Man-Day and it will calculate the number of Man-Days for the hours entered on the Time Slip. Eg. If 8 hours is equal to one Man-Day and you enter a Time Slip with 10 hours in the Hours field, it will auto-calculate 1.25 Man-Days in the field below.|
|Report Favorites||Reports||Fixed issue where User Defined Reports (UDR) would not remain in or show up under Favorites once the user moved them to their favorites list. Now User Defined Reports show up under a users favorites list once they are moved to favorites by dragging and dropping the report into the favorites list.|
|Load Imports||Load Imports||Load import feature now supports importing of split loads, so if you have reports from the mill with with both header, and child loads, the child notes will be associated with their parent. There is a checkbox for you to click in the load import screen if the file you are importing contains loads with a parent/child relationship.|
|Report Selections Remembered||General||When re-running a report the previous selections will be used instead of the defaults for most reports.|
|Pay Periods||General||In any list that lets you select a pay period, the most recent pay periods will be at the top. Previously the most recent pay period would be at the bottom of the list.|
|Automatic Backup Reminders||General||Logger's Edge will now remind you to make a backup of your database if you haven't backed up recently.|
|Equipment & Truck Costing||General||The system will now automatically create costing entries for new trucks and equipment.|
|Equipment & Truck Costing||General||A problem in previous versions of Logger's Edge would prevent you from updating truck and equipment costing effective dates. This has been addressed in this version.|
|Equipment & Truck Charge Out Rates||General||If enabled, the Equipment & Truck charge out rate grids are available as a tab from the equipment and truck list windows.|
|Tab Ordering Option||Loadslips||There is now a setting in system configuration (on the miscellaneous tab) called "Do Date In then Weight". This setting makes the tab order on the load ticket skip from the "Date In" to the Gross weight field and skip everything in between.|
|Ability to paste into multiple cells in Rate Wizards||General||You can now paste values into multiple cells/fields when in the rate grid. Previous versions would only allow you to update the first cell in a selection.|
|Exporting Statements||Statements||Enhancements have been made to the statement export to excel functionality. When statements are exported to excel the statement header will be included in the resulting excel workbook.|
|Equipment and Rental Rates||General||You can now specify a 'NONE' piece of equipment when setting up a rental rate. This brings the rental rates into synchronicity with charge out rates.|
|Charge Out Sub-Contracted Employees||General||It is now possible to charge out sub-contracted employees. In previous versions of the software you can only charge out your own employees.|
|Load Number now cascades down to split tickets||Loadslips||When updating a load number on a header ticket it will now apply to any split tickets as well.|
|Date for Pay Changes on Header Tickets||Loadslips||Changing the date for pay on a header ticket will now prompt the user to apply the date for pay to all split tickets as well.|
|Defaults for Load Activities||Loadslips||Users can now specify a default piece of equipment to be used with tracking equipment on loadslips.|
|Grid Printing/Exported||General||Grids in wizards now have the option of being printed or exported, this applies to rate grids and the check entry wizard.|
|Reverse Multiple Tickets||Loadslips||You can now reverse tickets from the grid. This also allows you to reverse multiple tickets. This only applies to customers who have posting enabled.|
|Reverse Multiple Tickets||Loadslips||You can now reverse tickets from the grid. This also allows you to reverse multiple tickets. This only applies to customers who have posting enabled.|
|Report Changes for Hardwood Split Users||Reports||The Block/Tract Profit & Loss report and the fully founded version have been changed to address the needs of our customers using hardwood splits. The reports will count the volume for all header tickets, and all detail tickets where there is no header volume. For customers not using hardwood splits there should be no change.|
|Expiry Dates on Rates||General||Logger's Edge will now let you specify an end date for rates that is independent from a block/tract or contract end date. Please be aware that the system will still expect a rate for any activities you have ever paid or received revenue on. This change also applies to rates on rate sheets.|
|Destination Filter Updates||Loadslips||Refined the load ticket auto-filling logic when users have destination filtering enabled and carryover enabled so that when using the Save/Add button, if a user has carried forward the destination and other fields related to that destination from the prior ticket, and then changes the destination on the new ticket, the related fields will re-populate correctly. If a given field has one and only one legitimate entry for that destination, that entry will auto-fill on the new ticket.|
|Remote SQL Backups||General||Users connected to a SQL Database can now have the system backup the database to the default data directory without being connected to the server itself.|
|Recalc & Posted Statements||General||Recalculating a single ticket in a pay period with posted statements should no longer give an error for every posted statement.|
|Posted Ad-Hoc Statements||General||Fixes an issue where posted ad hoc statements showed as NOT posted when viewing a summary of statement for a period or given payee.|
|Equipment/Truck Activity Changes||Time Slips||When entering in time slips changing a truck or equipment will no longer change the primary activity if it has already been changed from 'NONE'.|
|Check Comments||General||You can now add a comment on the last page of the Post Check window. This comments field is also visible when you select the Post Check option to List Checks for a given customer.|
|Check Comments||General||You can now add a comment on the last page of the Post Check window. This comments field is also visible when you select the Post Check option to List Checks for a given customer.|
|Check Entry by Date Out||General||There is now a check box in the Post Revenue Wizard that allows you to filter by Date Out instead of Pay Date. The default remains the Pay Date.|
|Truck Number on Vendor Statements||General||In sleek world (used for most US customers), the TRUCK would only appear on a vendor statement if the activity being paid to the vendor was an Is Pay Like Trucking activity. If the activity was something like logging, the statements would not display the truck, even if the column was enabled in the vendor statement. The vendor statements have now been modified so that the Truck will appear now, regardless of the activity, if the Truck is enabled on the statement.|
|Equipment/Truck Costing Worksheet||General||For users using our equipment and truck costing worksheets, you can now update the fuel costs and the system will recalculate the equipment or truck cost using the previous entries plus the change in fuel.|
|Toggle Overloads for Certain Activities||General||It is now possible to specify which Is Pay Like Trucking activities will have overload rules applied to them.|
|Standard Tares||General||For customers using standard TAREs, the system will now update the TARE weight only after you have left the truck field. In previous versions it would update when the truck was changed.|
|Load Value Rates||General||You can now use a combination of load value and other pay bases for the same activity. Load Value payments are still calculated after all other payments.|
|Overtime Calculations||General||In previous versions Logger's Edge would incorrectly calculate overtime when dealing with time slips that have been moved into a different pay period in conjunction with a new week starting. This has been addressed in this version.|
|Production Advances||General||The production advances feature has been enhanced to allow the user to collect on the advance based on a certain $ rate per ton, m3, cord, etc. Earlier versions only allowed production advances to be collected back based on a percentage of the pay rate for whatever phase the advance was associated with.|
|Production Advances||General||In earlier versions of The Logger's Edge software production advances and collections had not been directly tied to each other. In more recent versions of the software, advance collections are created with a related advance code. For users already running version 4.7.8 or later, The Logger's Edge will upon install automatically assign advances to collections that have no related advance.|
|Bank Loans||General||Logger's Edge now supports the automatic repayment of loans based on either a percentage of revenue or a rate against production. (e.g. you need to repay a bank loan by $5/TON or 20% of what you receive as revenue.)|
|Truck Configuration on Load Imports||General||Logger's Edge will now use a truck's default configuration in cases where you are importing loads but not specifically the truck configuration. Users importing the truck configuration will not notice any difference.|
|Non-Costed Activities||Reports||It is now possible to specify certain activities as non-costing, for the following reports:
|Cycle Time and Truck Overload Reports||Reports||Truck Cycle Time and Overload reports now handle reversals better.|
|Block Report Drill Down||Reports||Selected Block Reports have been updated to support drilling down to see the detailed information for certain revenue and cost summaries.|
|New Block Profitability Report||Reports||
We have included a new block/job profitability report that will be useful for Canadian and US users alike. The report shows revenue for the block/job, broken out by revenue contract (and thus customer). It also shows volumes and rates for each distinct unit of measure upon which revenue is received.
It shows all costs corresponding to the block/job, including costs based on time sheets, load tickets, production slips, and miscellaneous entries. If you track time sheets in the software, this report will show you the hours worked by phase of operation, the costs associated with those hours, and the corresponding cost per hour.
The report has some nice summary statistics at the end, and has drill-down capabilities to allow you to see the detail behind the summary figures in the report.
|New Equipment Fields||General||We have added numerous date fields, text field, number fields, and checkmark fields to the equipment table. If you are interested in tracking additional information on your equipment (e.g., warranty end date, purchase date, purchase price, etc.), let a Caribou representative know, and they can enable the new fields for you. (Note that these fields are only available on the equipment table, not the truck table.)|
|Retro Conversions||General||It is now possible to use the Retro Payment Calculator to apply a new conversion to existing pay rates. This will figure out the difference in pay using the same pay rate that was originally used with a new conversion.|
|Block Reports||General||The following reports have been updated to no longer display empty sections for blocks where there is no data for the report selection:|
|Cycle Times||General||Cycle Time and Distances for blocks now have an effective date for situations where they might change.|
|Invoice Calculators||General||The system will no longer generate errors for missing revenue rates when you have two customers paying for loads going to the same destination. For cases where two customers pay the same activity (common with timber brokers) the system will no longer complain that Customer A is not paying for a load that Customer B has paid for. All other situations should still generate errors if you do not have a revenue rate, or a multi-invoice revenue error if two customers are paying for the same activity on one load.|
|Ad-Hoc Invoice Generator||General||Fixes an issue where the Ad-Hoc Invoice Generator would not properly pickup hourly chargeouts.|
|Imports||General||Imports will now ignore (and not give any errors) for files that have empty lines at the end of a file.|
|Imports||General||Imports will now warn you if you are importing loads that have a date later then the current system date. This is to help people who have to deal with different date formats to prevent importing loads with DD/MM/YYYY into systems where MM/DD/YYYY is used (or vice-versa).|
|Connect to Caribou||General||Help -> Connect to Caribou now includes the option of using TeamViewer.|
|Scale Auto-Numbering||Loadslips||The auto-numbering feature can now run on it's own sequence seperate from the loadslip code, allowing sequential numbering that won't have gaps due to manual ticket entry.|
|Ticket Printing||Loadslips||It's now possible to print to a ticket printer from the full version of the program when in a scale environment.|
|Adjusted Volume on Printed Tickets||Loadslips||It's now possible to print the adjusted volume on a ticket in a scale environment.|
|Configurable Carry-Over of Fields||General||It is now possible to control what fields are reset/cleared when doing Save & Add for loadslips, time slips, and production slips.|
|Overloads||General||Users who have enabled 'Overloads' will now be alerted when entering a ticket that is considered to be an overload.|
|Overloads||General||The system will now create a reversal overload entry for clients who are using extended overloads.|
|Pay Reporting||Reports||Enhanced the Pay Reporting feature found in the Logger's Edge report to deal with client specific customizations.|
|Vendor Advances||General||Fixes an issue where the 'Is Active' column was not always saving for Vendor Advances.|
|SQL Server Menu Options||General||Allows users running Windows Vista & Windows 7 to see various database options when using SQL Server.|
|Standard TAREs||General||Automatically fills the TARE weight for users who have enabled Standard TAREs. Previously you would need to click on a button.|
|Recalc button||General||Addresses an issue where using the Recalc button on a ticket would recalculate all tickets sharing the same ticket number. This does not change how 'split' tickets are handled.|
|Forward/Back Button||General||Fixes an issue where users would be unable to 'Go Back' to the previous ticket after using the Save & Add button.|
|Rate Check||General||Adds a new button to the Loadslip entry window, allowing users to check to see if the appropriate revenue or pay rates have been entered without having to run the calculators.|
|Sorting/Filtering deletes the wrong entries||General||Fixes an issue where using a combination of sorting and filtering before deleting entries in a grid would result in unexpected data loss.|
|Clear Users||General||Running a calculator with other users in the system now offers you the option to immediately clear the users without having to use the Clear Users menu option.|
|Switch Database||General||Fixes an issue that would occur when attempting to 'Switch Database' immediately after adding a miscellaneous expense.|
|Scale Replicator||General||Enhancements have been made to the Scale Replicator to better handle issues users have reported.|
|Scale Replicator||General||Users who use the Scale Replicator will now be able to send up various C_PARTs in addition to the regular data currently synchronized.|
|Ad-Hoc Statement Filter||Reports||When users select Reports -> Ad Hoc Vendor Statements -> Vendors they are able to pick which blocks, destinations and vendors they wish to create a statement for. For users with long lists, it was common for them to check the Select All box, and then deselect those items they did not want. In earlier versions, the Select All checkmark trumped the deselection so that the user's de-selection was ignored. Now, if the check all box is checked, but some items are De-Selected, the De-Selected items will NOT be included.|
|Crystal Reports||Reporter||With this version, we are now able to use Crystal Reports to build user defined reports. Crystal reports offer more formatting flexibility than our standard grid reports. Crystal Reports also have the benefit of allowing us to build a report so that a user can drill down to see the underlying detail that makes up a particular summarized value. If you are interested in having these types of capabilities in a user defined report, please contact us, and we can give you an idea of the report building costs that would be involved.|
|Report Exporter||Reporter||Modifies the Logger's Edge Reporter export/import report functionality to better handle complex queries.|
|Time Sheets||General||When editing time slip entries in the grid, the revenue contracts will now be filtered by the block.|
|Time Sheets||General||Addresses an issue where time slips, with activities would not be posted when the main time slip did not appear on a statement. Posting any entry with a related time slip will now correctly post the main time slip.|
|Revenue/Payment Contracts||General||The system will now order lists by their code instead of the description, this solves a problem with revenue/payment contracts switching to incorrect (but similar named) entities.|
|New Databases||General||Addresses an issue where users would be unable to save a block/tract immediately after creating a new blank database.|
|Expanded Date Checking on Load Import||General||We modified the logic on the importing of tickets into the Logger's Edge system to expand the date range within we would look forward and back for a ticket that shared the same ticket #, destination, and date to determine whether we should update an existing load, or treat the load being imported as a new load.|
|Add 'Activity Rate' to Hourly Employee report||Reports||The hourly employee report now has the option of showing the 'activity rate' for clients who use this feature.|
|Hourly Employee report||Reports||The hourly employee reports will now use Edit Data Setup to determine how many decimal places to display for the pay. Previously this was hardcoded to 2 decimal places.|
|Mill Reconciliation Report Update||Reports||We have enhanced the Mill Settlements, Reconciliation report (#306) so that it handles scenarios where one ticket has revenue from more than one check more nicely than earlier versions. Specifically, If >1 check (or adjustment) is associated with a ticket, each row will be itemized, and there will be a row showing the total. Note that if there are multiple entries for a given ticket, the $ amounts for the total will be accurate, but the weight will be double counted.||Loadslip Revenue||General||Fixes an issue with loadslip revenue and using the Save & Add functionality.|
|Revenue Reconciliation Wizard||General||There is a new revenue reconciliation feature that provides an alternate way of reconciling mill receipts with Logger's Edge expected revenue. There is a new menu item under Data Entry | Loads called Post Checks (Cheques). It automates the marking of tickets as Pd in Full with the proper check # and receipt date that was a ticket-by-ticket process in earlier versions. This new feature makes it much easier to see the total expected revenue associated with all tickets in a given date range for a given customer, so that if the total matches the check you are reconciling, you can mark them all as Paid in Full in one window. The new feature also allows you to configure your reconciliation window so that the subtotaling more closely mimics the subtotalling that your customer users. There is a document explaining the feature in more detail on our client wiki.||Reversals||General||Users who do not use the posting feature, but still like to correct mistakes on tickets using the reversal feature can now do so in the circumstance where the original ticket, the reversal, and the correction all occurring in the same period. In earlier versions, this scenario did not calculate properly. (As always, users can still generate the reversal and correction in a period that is subsequent to the original ticket with no problem.)|
|Loadslip Revenue||General||The receipt date & cheque number for reversal loads is now editable, useful for those clients who use our Deposit Report.|
|Pay by Receipt Date||General||Provides the ability to pay selected activities on the Load once revenue has been received for the load.|
|Pay Periods||General||Increases the number of characters allowed in a Pay Period to 13 before giving the user a warning about it being too long. Previously any pay period with 12 or more characters would be warned.|
|Net Scale = 0 Error||General||We corrected an error from an earlier version where a user would get a Net Scale volume = 0 warning on save/add of a ticket, even if they did not have Net Scale enabled on their load ticket. That problem has now been corrected.|
|Right Click -> Wizard Section||General||Fixes an issue where using the right click shortcut on items created/edited via the wizard would show an empty screen (despite having valid entries).|
|E-Time Improvements||General||Updates to better support our handheld time ticket application.|
|Suzie Logger Improvements||General||Additional compatibility changes made to further support Suzie Logger.|
|Timber Tax & Partnership||Reports||For users of the Georgia Timber Tax Feature, if you also use the Landowner Split feature, the GA Timber Tax module will now create multiple Word documents for that tract, with each one reflecting the respective percentages paid to each partner.|
|Auto-fill description with user's entry for CODE||General||When you create a new entry in many of the setup list and forms (e.g., species, product, vendors, etc.), the Description will now default to the same thing you entered for the Code (but presented in Title Case, with the first letter of each word capitalized).|
|Update Reports to have an option to run off date for pay||Reports||The following three reports now allow users to run them based on date for pay OR delivery date
|Enhance Priming||Priming||The priming feature has been enhanced in two ways. First, it now allows a date threshold for deleting transactions. As with earlier versions, user can still specify which blocks/tracts they want to clean out, but now they can also specify a date after which they want to ensure that no transactions are deleted. The date essentially serves as a double-check to ensure that the user does not have recent transactions on a particular block that they don't actually want to delete. Second, users now have the option of automatically deleting those blocks/tracts that have been deactivated from the new database.|
|Hardwood Splits||Loadslips||We have enhanced the special hardwood splits feature that allows users to enter the hardwoods splits on a special tab on the main load ticket. Hardwood split users often encounter the situation where they never want the header ticket to have payments associated with it because the payments will always be based on the actual splits, rather than the header ticket. Likewise, they may never want the header ticket to have revenue associated with it because the revenue will always be based on the actual splits, rather than the header ticket. With this new version, users can either tell the software to NEVER calculate revenue and/or pay on a load ticket. Alternatively, we can give the user the option to make that decision on a ticket by ticket basis.|
|Rounding on partnerships||Statements||If you use the landowner split feature (somewhat common in the United States), the system will now use as many decimals as you have enabled in the Vendor setup list for the partners when generating the landowner pay statements. By using as many decimals as you have enabled (up to 8), you can ensure that a three-way split will result in each partner's statement having the exact same pay amount. (In earlier versions, one of the three would always have ended up with a penny more than the others.)|
|Add Forward & Back Buttons to scroll through tickets by load code||Loadslips||The load ticket window now has forward and back buttons that let you scroll through the load tickets in the order they were entered.|
|Advance balances, don't display if 0 balance||Advances||If you track advances in the system, those advances with zero outstanding balance will no longer appear in the Outstanding Balance grid listing.|
|Introduce Rate Sheets||Rates||There is a new feature added to the system for those users who are in the sleek tract setup (which allows you to enter rates directly through the tract/block setup wizard). The feature is especially useful for handling rates (revenue or pay rates) that change frequently and that affect multiple blocks/tracts. For example, many users face fuel price adjustments that fluctuate from one pay period to the next, but the same set of new rates applies across all blocks/tracts. This feature will allow you to reference one rate sheet from multiple tracts so that you can change the rates once, instead of changing them for every active block/tract in which you are currently working. For more information, contact us, and we can send you the documentation for the feature.|
|IFTA Mileage screen respects default value||IFTA||The State code in the IFTA data entry window now uses the default value in EDIT DATA SETUP (IFTA TRUCK MILEAGE).|
|Destination filter distinguish between Header & Detail tickets||Loadslips||The destination-specie-product filtering feature now allows the user to specify whether the combination is a combination that should be available on a header ticket, or on a detail ticket.|
|Enable step rates for revenue||Rates||There is a little used feature within the system that allows users to set up step rates that vary by distance (for example). That is, the rate may be 4.50 per ton for trips between 41-60 miles, $4.75 per ton for trips between 61-79 miles, etc. This feature has been enhanced so that it works on both the revenue side as well as the pay side. The user interface for this feature has also been enhanced. If you'd like to learn more, contact a Caribou representative, and we can send you the user documentation for it to see if it might be a good fit for you.|
|Reporter modifications to deal with inactive items in pick lists for reports||Reports||Many reports in the system have two-column selection criteria pick lists, and three-column selection criteria pick lists. We have enhanced the way those reports to avoid the issue that users would encounter if they had deactivated items in those 2nd or 3rd column pick lists. In such circumstances, because the inactive entries (e.g., employees, destinations, vendors, etc.) did not appear in the selection list, data associated with those items would be omitted from the results returned in the report. Usually, however, users DO want to see the data associated with these inactive items. We have addressed this issue by adding an entry at the bottom of each of those second and third column selection criteria pick lists that says Include Inactive. If a user selects all entries in the list, they will, by definition, include this include inactive entry. The results returned by the report will include data associated with those inactive items, as long as the data matches the date selection made by the user.|
|Multi-row copy in rate screens||Rates||When you are in the revenue contract, pay contract, or block/tract rate setup grids within the setup wizards, you can now highlight multiple rows, and hit the copy button to copy all your selected rows. If you want to select multiple rows for copying that are not next to one another, simply hold down your Ctrl key while selecting the rows. This feature also works in the new Rate Sheet feature that has been added with this Version 4.7 release.|
|Logic for Deletion of Reversals||Loadslips||The new rules for deleting of reversal and correction tickets are as follows:
|IFTA - Round purchased Gallons to nearest whole number||IFTA||We have modified the IFTA module so that the system will round the gallons (or litres) entered to the nearest whole number. This is to bring our report in line with the IFTA expected result.|
|Unable to save Cycle Times with three decimals||Block/Tract Setup||Users can now enter three (or more) decimals for their cycle times in the block/tract setup, and those decimals will be saved and retained (even if you subsequently edit and re-save the block/tract using the setup wizard).|
|Enhancements to hardwood split load window||Loadslips||If you are using the hardwood split ticket window, the type ahead now works and the copy and paste from one cell to the next now works also.|
|Cascade header ticket details to non-enabled fields on details||Loadslips||For users using the hardwood split feature, if they enter a value for a particular field on the main load ticket, that value will now cascade down to the associated detail tickets even if the field is not visible in the split ticket window.|
|Add Warning for the Scale Volume field on save of a Load ticket||Tickets||The system now throws a warning if a user enters a non-zero value for the scaled volume, but forgets to set the unit of measure to be something other than NONE. The system also throws a warning for the reverse, where the user sets the unit of measure to be something other than NONE, but forgets to put a non-zero value in for the volume.|
|Is active flag on rates and the block||Blocks||The pay and revenue rate grids now only show active rates by default.|
|Unable to import production slips||Production Slips||The system now allows importing of production slips.|
|Give users the ability to set the width of the grid statements columns||Loadslips||For users who use the grid version of our statements and invoices, the system will now retain the column resizing in the grids. If you have some hourly and some load-based transactions, you may need to create two different statement formats so that you can have the columns sized for hourly transactions in one statement format, and the columns sized for load-based transactions in a second format.|
|Search by Load and Ticket No.||Loadslips||Users who use both the load # and the ticket # will like the fact that they can now look up tickets by either number.|
|'Add New' Feature in Misc Entry Window||Tickets||The miscellaneous ticket window now has the ability to add a new vendor directly from within the miscellaneous window, which is especially handy for users who keep up with their outside payables through Logger's Edge.|
|Multi-pay errors for Spot Pay Period & Regular Period when running incremental calculators||Calculators||We have tracked down and corrected a problem that would result in multi-pay errors for users who use the ad hoc pay statements and invoices feature and who also run the incremental calculators.|
|Problem Sending to Caribou||Support||We have added a component to this release that should prevent the zip error that some users got when attempting to use the Send database to Caribou feature in the system. This new component can also be distributed to users even if they are not yet upgraded to version 4.5.21.|
|GST & PST go through||Vendor Statement Grid||When user enters GST and sales tax on misc contractor expenses, they now come through in the vendor statement grid.|
|Exit button changed to OK button||Scale Mode||In scale mode, there is now a Cancel button, and the Exit button has been changed to an OK button with the functionality of saving and exiting.|
|Misc. Expenses & Advances are now filtered by block (tract)||Ad Hoc Vendors & Employees||For users with Ad Hoc vendor and employee statements enabled, Miscellaneous expenses and Advances will now be filtered by the block (tract) selections you make when running the ad hoc statement.|
|Allows for scanned tickets||Tickets||
There is a feature in Logger's Edge that allows you to save a scanned copy of a ticket so that you can double-click on a button on the load ticket itself to bring up that scanned ticket from within Logger's Edge.
For users who want to eliminate hard copies of tickets and have a way of scanning their tickets, this is a nice feature.
There is a one-time fee of $100 for this feature.
|Eligible products to particular destinations||Tickets||
This feature is especially useful for users who deliver a variety of products to different mills. When enabled, users can set up an eligible list of products that can go to each destination.
The ticket entry window will then limit the selection of eligible specie/products to those you have designated as eligible for that destination.
|Easily track split tickets||Split Tickets||
For users who deal with significant amounts of hardwood and enter split tickets, there is a new feature in the system that makes the tracking of splits much easier.
The user is able to visually see all the splits for a given ticket (or for a given customer) in one grid that makes it much easier to validate accuracy of volume data entry.
There is no additional license cost to this feature, but for existing users, there are data re-configuration requirements that will require support time.
If you are interested in this feature, call us and we can give you a time estimate and discuss the feature in more detail.
|Ticket book feature||Ticket Books||
Some landowners require their timber dealers/loggers to keep track of ticket books and account for each and every ticket within a given book. The ticket books require tracking of loads based on a load # that usually differs from the mill ticket #. It also requires an efficient way to find which ticket books have missing tickets so that those tickets can be researched/accounted for.
There is an additional cost to this feature.
Please call us if you are interested, and we can provide you with more information.
|Allow block deletions||Block deletion||Certain versions had an error that prevented deleting of blocks. We have corrected this error in this version.|
|Lock checkmark for pay date on load ticket||Lock Pay Date||This feature is a great addition for U.S. users who are frequently entering a date for pay that differs from their actual ticket delivery date. There is now a checkmark next to the date for pay on the loadslip. When checked, the system will retain the date for pay from the prior ticket when doing a Save/Add.|
|Truck Statistics Report does not show Revenue/Hour||Reports||We corrected an error introduced in a prior version for the Truck Statistics report (#616) so that the revenue per hour column calculates correctly. (In an earlier version, we introduced a problem that resulted in this column displaying all zeros.)|
|Ad Hoc calculator does not work with % splits||Calculators||The Ad Hoc Pay calculator was modified to handle split tickets (entered on the load slip activities tab) correctly.|
|Advances||Advances||In earlier versions, the system did not handle advance collections properly in the circumstance where a user had multiple advances on a tract, and then reran a calculator that was after the first advance but prior to the second advance. In that case, the first advance collection amount was being reset to zero. We have corrected this issue with this new version.|
|Bug in Incremental Invoice Calulator - Multiple Invoice Records||Incremental Invoice Calculator||We have corrected an error introduced into the Incremental Invoice Calulator in version 4.5.10. In version 4.5.10, the system created Multiple Invoice Records for a given ticket each time the incremental invoice calculator was run.|
|Overweight fines are not deleted when running invoice full||Full Invoice Calculator||
We corrected an error in the program that was arising for users who made use of our extended overload feature.
The problem was that the invoice calculators were not deleting miscellaneous entries created by the extended overload feature in the miscellaneous income table, so overload fine records in this income table were getting duplicated.
|Dates on Reversal Tickets||Dates on Reversal Tickets||When a ticket is reversed, the system now prompts you to put in the date for pay that you want applied to both the reversal ticket and the correcting ticket that gets created behind the scenes. (The user can still edit them after the initial setting, but at least this will increase the chance that the user will keep the reversal and correcting ticket processed in the same period.)|
|Two issues with equipment operating cost by account||Accounting||
We made the following modifications to Reports 510 & 618 (Equipment, Trucks)
Operating Cost by Account:
|Ticket appears not posted, but system treating it as posted||Tickets||For users using the posting feature: The system now displays tickets as being posted (in the loadslip window) even if the original amount on the statement (or invoice) was $0.|
|Can't sort invoices by equip/truck||Invoices||Modified the crystal invoice statements so that they permit subtotaling by truck, even when the revenue activity is not trucking.|
|Can delete loadslip rev. records on both orig & reversal ticket||Tickets||The system now precludes users from deleting a loadslip revenue entry that is associated with a reversal ticket or a reversed ticket.|
|Can't deactivate pay periods with posted loads||De-Activating Pay Periods||In earlier versions, users could not de-activate pay periods if they had posted loads in that pay period. The new rule is that users are not allowed to change Pay Period Dates if there are any postings (vendor, invoice, employee) for the period. Pay period fields other than the date (such as code, description, active flag, etc.) are now editable, even when loads have been posted in that period.|
|Security for unposting and reversing||Secure Unposting & Reversing||We have added a posting feature that invokes additional security around unposting statements and invoice. The Password of the day can now be used to lock out users from unposting statements & invoices. If enabled, users will also be required to enter a password of the day for doing ticket reversals. (Note that this feature is disabled by default.)|
|GST now calculated on overweight fines on the REVENUE side||Revenue||For Canadian users using extended overload functionality, GST now calculates on the revenue side for overload fines. (In earlier versions, GST was not being calculated.)|
|Auto calculate cruise volumes||Blocks/Tracts||The cruise volume field on the last page of the block (tract) wizard is now auto-calculated based on your detailed cruise entries. The volume will be updated if the units of measure (UoM) on all the cruise details are (1) all the same and (2) equal the volume UoM on the block(tract). If any the units of measure (UoM) on the cruise details are not equal to the UoM on the block(tract), the volume on the block(tract) will NOT be updated. Also, if there are no cruise details (or they sum to zero), the volume on the block(tract) will not be updated.|
|Menu item to filter blocks in grid||Blocks/Tracts||There is a handy new menu item, Setup | Blocks (Tracts) | Seek, which allows you to quickly look up one or more blocks/tracts quickly without having to load the entire Block (Tract) setup grid. This feature is particularly useful for users with quite long block (tract) lists. Note: the wildcard character for a search is the percent (%) sign.|
|Multiple landowner checkbox||Blocks/Tracts||This feature is particularly useful for U.S. users who need to pay multiple landowners in connection with each load slip. For more information on this feature, see the Special Features section of our Support web page area. www.caribousoftware.com/Support_Special_Features.asp|
|Allow for payment of per ton rates by mileage zones||Blocks/Tracts||
This feature is useful for anyone who has truck
pricing by the ton (or cut and haul pricing, for that matter)
based on mileage zones.
For example, suppose there is a table of per-ton rates based on mileage increments: if travel under 40 miles, pay $10 per ton; if travel 41-50 miles, pay $12 per ton; if travel 51-60 miles, pay $13 per ton, etc.If that is the case, the user can:
It will find which lower bound is applicable for the current load, and will assume that the rate is a PER TON rate. The vendor statements will show as having a pay basis of per ton.
The setup for this functionality is somewhat complex -- please call us if you want to make use of it.
|Make Invoice Calculator check for tickets with no revenue||Calculator||The Full Invoice Calculator will now alert users if they have any tickets where there is no revenue record generated at all for a given ticket. (This feature does NOT work with the incremental invoice calculator or the Recalc button on the load ticket.) This feature is particularly useful for U.S. users who use Logger's Edge to reconcile revenue on a ticket-by-ticket basis.|
|Allow incremental calculators to be run for any date range||Calculators||The incremental calculators can now be run for a date range that is broader than a specific pay period. For example, this feature is helpful for updating all loads on an entire block/tract. You must still initially select a pay period, but then you can choose whatever date range you want to apply.|
|Changes to FTP||File Management||The Send to FTP feature will now work for SQL users (Historically, it has only worked for Access users.)|
|Daily Work Order Module||New Feature||There is a new module available in The Logger's Edge to manage Daily Work Orders. This module will be of particular interest to users who have operations in the Oil Patch. The module can be enabled as part of the Logger's Edge, or can be used as a stand-alone application. If you work on oil patch jobs and need to submit daily work orders, this may be the solution for you. Contact us for more details.|
|Auto insert pay periods||Setup||There is a new feature under File | System Configuration on the Payment tab that lets you auto-create pay periods. You can make them weekly, biweekly, monthly or semi-monthly. This is particularly handy at the start of the year when you want to set up all your pay periods for the year.|
|Ability to print checks from The Logger's Edge||Statements||The Logger's Edge now has the ability to print checks. For more information, see the document on Check Printing in the Special Features section of our Support website area www.caribousoftware.com/Support_Special_Features.asp|
|Print GA Timber Tax Forms automatically||Statements||
This function allows the user to transfer the
Logger's Edge Stumpage payment data to a formatted MS Word file (like the GA timber
tax file) and use it to print their tax filings.
Note: You must have MS Word 2003 or higher.Step 1: New GA Timber Tax Tables
You must then map each species and product into its timber tax category. These categories are then used in the report to group the tons into each of their respective categories for the report.Step 3. Run the report (The Report # is: 320) When you run the report, there is a 'Print' button on the top right of the grid. When you click print, you will be shown a distinct list of landowners and tracts for which a report can be generated. Once you select the tracts, you are then prompted to select a directory name where the reports will be written (a MS Word file is created for each tract). The directory will be created as LoggersEdge\ReportDlls\GaTimbertax\[Your Directory Name]. When you run the report, the system makes a copy of the GA Timber Tax Word document template and fills in all the relevant information. This copy is then stored in the specified directory. You can then go into each Word document and review/edit the form. Once you are satisfied that the data are correct, you can then print each document form MS Word.
Notes:(1) The MS word default template is installed at: LoggersEdge\ReportDlls\GaTimbertax\GaTTax0.doc Do not destroy or rename this file or else the Timber Tax forms will not be created.
(2) The report makes use of the tract description field to fill in the Legal Land description (in the location field). The user should utilize this field as the legal land description; otherwise the report will need to be edited.
(3) Acres. There is a field in the timber tax report for acres. This field is populated using Float 1 on the tract (block). If you are not using this field for that purpose, the report will need to be edited.
|Make the pay units in grid statements have configurable decimal points||Statements||The number of decimals for pay units (load pay only) is now configurable. The number of decimals is set in EDIT_DATA_SETUP Table for the PAY_WEIGHT column. This feature only works for load pay - it does not work for hours/prod/misc. etc. This feature works for employee statements, vendor statements and invoices. This feature only works in the 'grid' presentation of the statement; it does not work in the formatted 'Crystal Report' statements. The pay units on the Load Payments tab of the Load Ticket Form also uses this decimals setting. The default setting is 2 decimals -- Meaning if you like 2, then you do not have to do anything.|
|More columns on the grid views for statements||Statements||For load pay, you can now have 10 configurable columns in your statements. The 10 columns is an increase in the limit from 8. The new limit applies for vendor pay, for employee pay and for invoices. The limit does not apply to the formatted 'Crystal Report' versions of the statements -- it only applies to the 'Grid View' version of the statements. This new limit only applies to LOAD pay.|
|Adopt Banker's Rounding Rule for data displayed in grids||Statements||
We have adopted a 'round to even' approach (also
known as banker's rounding) for purposes of displaying data in
the grids throughout the software. (See below for an
explanation.) The former rounding rule was that values of 1-4
were rounded down, and values of 5-9 were rounded up. For
example, 4.565 was formerly rounded to 4.57, and 4.564 was
formerly rounded to 4.56 when displaying two decimal places
within the grid. This rounding imposes a slight bias upwards.
The 'round to even' rule is a more neutral approach and is explained below. It is identical to our old rule EXCEPT in cases where there is not a clear reason to round up or down. That is, it's identical to our old rule except when the value to the right of the digit you are rounding to is exactly five, e.g. 4.015.
Examples of the round to even rule:
|Alberta OT with configurable month start date||Timeslips||Logger's Edge now allows monthly overtime rules to be calculated using offset months rather than calendar months.|
|Make conversion factors work even if only reciprocal conversion is set up||Blocks/Tracts||
The system will now allow you to set up their
conversions with the From and To measures either way. That is,
no matter how the Basic Setup setting is set (wt/volume or
volume/wt), you can enter their conversions as either FROM
LBS to TON (as an example) or from TON to LBS.
Statements configured to show the conversion factor will show it if it's used to calculate the pay weight. The display of the conversion factor will be governed by the basic setup item. For example, if the basic setup item indicates wt/volume, then that is how the conversion will be displayed on the statement, even if you set up the factor as a volume to weight factor in the conversion setup grid.
|Customer Pay Periods - Rationalized Code for Speed||Calculators||We have modified the underlying logic for customer pay periods to make the processing more efficient in the calculators|
|Vendor Pay Calculators - Only process vendors with activity in the period||Calculators||We have modified the logic in the vendor pay calculator so that the system now processes only vendors who have transactions in that period. This change in logic streamlines the processing for users with long vendor lists|
|Control array element 4 does not exist - add new revenue contract||Contracts||Fixed bug (control array index 4 does not exist) in version 4.5.8 that occurred when adding a revenue contract for users configured to use the sleek block setup.|
|Make Equipment Charge Outs work with NONE equipment||Equipment||This function now allows equipment charge out rates to work with the 'NONE' equipment unit. In prior versions, a specific unit number had to be selected for the equipment; no wildcarding of rates based on equipment was allowed|
|Make filter retain settings upon deletion of information in grid||Grid||The Excel-like filter available in the split-view windows will now retain your settings when you add or delete entries.|
|Update the Save logic when using the search by ticket||Loadslips||The Save button (in the Loads grid) is now programmatically 'clicked' when you click the 'Search by Ticket' button, thereby saving your changes. Previously, program did not save a pending change in the grid when you clicked the Search button.|
|Change to the updating logic for the "amount" field in the loadslip revenue window.||Loadslips||The amount field on the Load Revenue grid will be updated to the Expected Revenue amount when the user enters a Y in the Paid in Full column AND the amount field is $0. Prior versions of the system did not check for a $0 amount prior to updating the amount field, thereby overwriting previously entered data.|
|Extended overload miscellaneous records being deleted by opposite customer pay periods.||Loadslips||We have fixed an issue that arose for users using extended overload functionality in conjunction with customer pay periods. With this latest release, overload fines for one pay period type are no longer being deleted when the opposite pay period type is run.|
|Volume Error on Reversal||Loadslips||We have fixed the logic for the reversal ticket feature so that the system now enters a negative sign in front of the Scaled Volume and Net Scale values for the Reversal loads|
|Invoice number in Loadslips Revenue Grid||Loadslips||The invoice number has been added to the loadslips revenue grid (configurable, must be added manually) that will allow you to see the invoice number for the load.|
|Modify Save Logic on Load Revenue window||Loadslips||The program will now only recalculate load revenue if the current value in the revenue cell is zero. This change applies to the load revenue grid. If you want the program to recalculate the revenue, then you must first reset the load revenue to zero, and then key in your rate and pay units.|
|Enhance Selection criteria on Load Revenue report & Deliveries by Destination reports||Reports||The Load Revenue Report (#606) now allows the user to group by destination, and then by truck (rather than simply by truck). The Deliveries by Destination report (#116) also has a new check mark that will allow the user to display trucking revenue.|
|Modify Load Deliveries rpt to include destination||Reports||The Truck Deliveries report (#601) has been modified to: a) include the block/tract as a column; and b) to allow users the option of seeing the truck deliveries by destination (and then by date, or by truck, within each destination).|
|Mill Settlements Reconciliation Report||Reports||The Mill Settlement Reconciliation report (#306) now has another checkbox that will allow you to run the report using date for pay instead of the actual load date.|
|Overload amount stored incorrectly for use in Rpt 604 with ton-hr rates||Reports||We have fixed an issue with the overloads report whereby the overload deduction amount on the report was not calculating properly for users who paid truck drivers by the tonne-hour. (The calculations on the statements themselves were accurate, but the report was not accurate in prior versions.)|
|Modify Deliveries by Destination report to add new box to include truck revenue||Reports||Deliveries by Destination report (#116) now allows you to display trucking revenue (i.e., revenue paid to you by the mills to which you deliver). This option is useful to users who break out trucking revenue rates separate from their logging rates.|
|Ability to display Truck or Driver on Invoices||Statement||
If you selected the Truck or Driver fields to display on invoices, these fields would only be displayed if the relevant pay activity is 'Pay Like Trucking'. We have changed this so that the Truck is now displayed if selected; the Driver is now displayed if selected.
|Cycle times not appearing on employee statement in certain cases||Statement||In earlier versions, the cycle time did not appear on vendor or employee statements if the vendor/employees were paid based on a percentage of load revenue where the revenue rate was a tonne-hour, ton-hour or cycle time rate. This omission has been corrected in this version.|
|Invoice Summary Screen||Statements||The Summary Grid views of the Employee Statement, Vendor Statement, and Invoice now show the statement # as the second column. This grid is also now printable using the File | Print menu option.|
|Correction to issue of timesheet hours getting doubled in certain instances||Timeslips||When a copy is made of a pay activity that has a Time Sheet Activity Number that is greater than zero, the Time Sheet Activity Number is now set to zero. Previously, the Time Sheet Activity Number carried over to the new activity.|
|Alberta OT issue if non-sequential pay periods are run||Timeslips||Improved the logic in the system for Alberta users so that even if a user runs their employee pay periods non-sequentially (that is, if they run a pay period at the end of the month, and then a pay period at the beginning of the month), the overtime calculations will still apply overtime to the entries at the end of the month.|
|Holdbacks - Ability to avoid having them recalculated||Vendors||
There is now a checkbox when you go to create a
holdback that says: 'Do not recalculate existing Holdbacks' and
has a default value of True.
This will prevent the system from recalculating an existing holdback. If you uncheck the checkbox, the system will then recalculate the holdback as before.
|Miscellaneous. Entry Anomaly in Customer Pay Periods||Vendors||
We have made a small change in the logic to add miscellaneous
expenses to vendors when customer pay periods are
enabled and you are running the vendor calculator:
The old rule left open the possibility of when the vendor calculator is run a miscellaneous item would not be picked up if the customer on the revenue contract has a pay period type of 'VENDORS'New Rule:
|Managing Advances||Vendors||Users can now deactivate advances even if the advance has been added to a statement and the statement has been posted.|
|Save column width settings in grid||If a user resizes columns in the “split view” window (e.g., loadslip window, time slip window, miscellaneous window, employee setup, etc), those column resizings are now saved. The next time the user brings up that window, the resizings will be saved.|
|Resizing of Wizards||Wizard windows can now be maximized (and minimized) using the standard Microsoft Windows “maximize icon” in the top right corner of the window for ease of data entry and selection.|
|Equipment Costs, by Account||There is a new report called “Equipment Costs, by Account” that allows you to display expenses for one or more equipment units for a particular account code (or set of account codes), such as Fuel, or Tires. (Report #510)|
|Ad Hoc Vendor Statement RPT files and dates||Ad hoc vendor statements now display the relevant start and end dates.|
|Pay Drivers by Cycle Time||Users can now pay Drivers (or anyone else) by the Cycle Time set up on the Block.The pay basis CYCLE_TIME (#16) must be enabled in order to set up rates. This entry has been added by an upgrade, but it is set to inactive by default. Call a Caribou representative if you would like to enable this new pay basis.|
New Report: Block Hourly Cost Summary
||This new report is particularly useful for Canadian users who wish to summarize hourly costs and productivity on a block. The report allows you to analyze your (1) production per hour and (2) cost per unit of production using your fully founded rates. This report is similar to Report #134 (Block Hourly Costs), but works nicely even if you don’t track the equipment for all phases of operation on all blocks. (Report #160)|
|Truck Costing - Mirror Contractor Pay||There is a new Basic Setup setting that allows users with their own trucks to “cost” their trucks as if they were paid the same as a contract trucker. See the documentation on our website for more details: http:// www.caribousoftware.com/ Support/ SPECIAL_FEATURES/ HowTo_CosttrucksLikeContractors.asp|
|New Report - Truck Costs as PCT of Revenue||There is a new report (Report #623) that is particularly helpful for companies that own their own trucks. The report allows users to see all costs associated with their own trucks (labor costs as well as any miscellaneous costs entered against the truck) relative to the revenue generated by the truck. For more information, see the documentation on our web site for report #623.|
|New Report - Equip Costs as PCT of Revenue||There is a new report (Report #509) that is particularly helpful for companies that own their own equipment units. The report allows users to see all costs associated with their own equipment and labor costs as well as any miscellaneous costs entered against the equipment) relative to the revenue generated by the equipment unit. Revenue is based on equipment hours multiplied by the equipment charge-out rate (whether or not the equipment hours are, in fact, charged out). For more information, see the documentation on our web site for report #509.|
|Cost Trucks by Dist Wt||There is now a weight code field on the truck cost table and worksheet that allows you to specify the weight type (Tons or Tonne) that is to be used in the truck cost calculation. This change means that you can now select Dist_Wgt as a basis for costing company trucks.|
|Show ticket reversal button always||There is a new button that appears on the
load slip called "reversal." (This button used to be available only if
you were set up to use the "Posting" functionality in the Logger's
Edge.) This button can be used if you have paid for a ticket in a prior
period, and you now learn that there was a mistake on the ticket, so
that in this period, you need to reverse the original payment for that
prior ticket, and issue the correct amount in this period.
When you click this button, the software will create two additional tickets associated with the ticket number you are reversing. The original ticket will remain untouched.
The first ticket will have a "-RVRS" appended to the original ticket number. It will be identical to the original ticket with 3 exceptions: a) it will have a negative load count and distance that is equal and offsetting to the load count and distance on the original ticket; b) it will have a weight and volume that are negative and offsetting relative to the original ticket; and c) the date for pay will be set to the date you clicked the reversal button. This date for pay will ensure that the reversing ticket is processed in the current period, even though the ticket was from a prior period.
The second ticket will have a "-CORR" appended to the original ticket number. It will be identical to the original ticket with one exception: its date for pay will be set to the date you clicked the reversal button. This date for pay will ensure that the correcting ticket is processed in the current period, even though the ticket was from a prior period. You should make the correction to this ticket so that it is processed with the correct payment.
The result of this reversal process is that the original ticket and its payment will be left intact, there will be an offsetting payment in the current period, and a correcting ticket in this period as well.
|Make Floats work on Time Slip entry form - Type 2 window||For users who use the timesheet window that allows for "grid" entry, there is now the ability to add "float items" (which allow you to segment down time, travel time, etc. from the main productive hours) into the grid itself. This new feature helps reduce the number of rows that need to be entered in any given time sheet: down time, maintenance, travel, etc. can now be entered as columns in the grid, rather than as separate rows.|
|Deposit Report and Revenue on Load Tickets||For users who use the load revenue entry window to enter revenue on a ticket by ticket basis, you can now have multiple revenue entries for a load / contract / activity combination. There is now a column for check # so that the user can record the individual checks containing revenue for the same load ticket.|
|Time Entry Window - error in type ahead functionality||We have fixed an error introduced in the version 4.5 series that rendered the “Type Ahead” feature for narrowing time slips to a particular employee unusable in the time slip entry window. The “Type Ahead” feature now works for bringing up time slips for a particular employee.|
|New switch for duplicate ticket checking||The standard duplicate ticket prevention rule is to preclude entry of a ticket with the same ticket # + date + destination as another ticket. Some users requested that the rule be more stringent. Specifically, they wanted the ability to prevent entry of two tickets with the same ticket # + tract/block + destination. If you'd like the more stringent setting invoked, let us know.|
|Ability to Pay Based on Steps Rates||The system now has the ability to pay based on a set of step rates. The most common way of implementing this functionality is when paying trucks a certain rate per load for trips that are of a certain length (e.g., 40-60 miles), and another rate per load for trips that are of another length (e.g., 61-80 miles).|
|Ability to set overtime rules by employee||The system now allows you to set up two sets of overtime rules and to assign employees to one or the other of the two sets of rules.|
|Ability to Delete User Defined Reports||Users can now delete a user defined report.|
|Block Wizard now allows decimals in distance field||The distances grid in the block setup wizard now uses the decimals in edit data setup to determine how many decimals to show in the grid.|
|Enhancements to Overloads Functionality||The overload feature has now been extended to allow users to associate different fines schedules with different mills. Additional documentation is forthcoming.|
|Vendor Statement Updates||We have modified the vendor statement formats for users who pay by the tonne-hour (common in Canada) so that the vendor statements will show the cycle time and the tonnage, and the tonne-hour pay rate for each load.|
|Speed Up Cut and Paste||The copy and paste feature that allows you to edit numerous rows in the grid at a time now works much faster than earlier versions.|
|Pay by Net Volume||Of particular interest to users who deal in both gross and net board footage: there is now another field available on the load slip to allow you to record and pay upon a gross (or net) scale volume, in addition to the scale volume field that already existed in earlier versions.|
|Flag for Tree/Volume versus Volume/Tree||For Canadian users: There is now a setting that allows you to enter the trees / volume ratio for the block (instead of the standard volume / tree). The reports that, by default, show the volume / tree ratio will now show the value as trees / volume when the new setting is enabled. (The setting must be enabled by an administrator in the Basic Setup Window on the Blocks tab. The setting is called Use Tree Count per Volume.)|
|Modified Load Value Pay Logic||Users who pay based on a percent of load value (somewhat common for timber dealers) can now calculate the load value by using either the revenue calculated by The Logger's Edge, or the revenue entered manually during the revenue reconciliation process.|
|Enhancements to Cull Treatment: Pay by Cull using Cull Field on Load Ticket||This feature will be of particular interest to US users who have to track cull on each load, and deduct pay for the cull. We have modified the program so that if you are paid a positive, but lower RATE for the cull amount on the load ticket, you no longer have to enter the cull amount as a separate ticket. Instead, you can now set up the rate that is applicable to the cull amount separately from your base rate from the mill. In addition, if are not paid at all for the cull amount, but you want the cull amount to show up as a separate line item on your settlements, you should also consider using this new feature. For more information see the Cull document in the Special Features section of our web site under the Loads Section. The document is called Pay Cull at a Separate Rate.|
|Enhancements to Revenue Reconciliation Process||For users that use our mill settlement reconciliation process, we've enhanced the way that the load revenue window works to make it immediately visible that you have been paid an amount for a ticket that is not consistent with the amount the Logger's Edge says is owing to you. For more information on this feature, see the Special Features section of our website. There is a document called Reconcile Mill Settlements that explains the feature in more detail.|
|GST Can Now Be Included on Production Advances||GST is now calculated for production advances and advance collections.|
|Negative Rate Interaction with a Minimum Pay||Logging companies with separate, but related trucking entities often have to set up both positive and negative rates mirrored rates for trucking so as not to distort their Tract P&L reports. This positive/negative rate approach worked well except in cases where users set a minimum payment for their truckers. In earlier versions, the minimum payment was not being applied properly to the negative payment. This version now invokes absolute value logic so that the minimum works correctly on both the positive and negative rates.|
|Fixed Problem with Right-mouse click on Block/Tract Setup||We introduced a very handy right mouse click feature in the block/tract setup right-mouse in version 4.5.0. With this version, we corrected an obscure error in that feature. You can now right mouse click to your heart's content.|
|Primed Database Routine Now Removes Miscellaneous Items Assigned to Inactive Blocks/Tracts||The database priming routine will now remove miscellaneous entries associated with blocks/tracts that you have inactivated prior to completing the priming process.|
|Advance set-up||(1) On Demand advance. This new type of
advance is issued to a vendor and then collected in some future pay
period. The collection of the advance may be timed to some event or
completion of some activity. The collection of the advance is handled
manually and can be set for any date or amount that you choose.
(2) Production advance. This new type of advance is issued to a vendor and then collected in the future as loads are delivered. For example you might advance a contractor $50,000 and then collect it back at a rate of 25% of the pay he is otherwise due for loads he worked on. Another example might be a landowner who you advance $50,000 for stumpage prior to harvesting. You might then reduce your stumpage payments to the landowner at a rate of 25% until the principal amount of the advance had been collected. The Logger's Edge has an automated way of collecting advances against contractor pay statements.
(3) 'Mid-month' advance. This existing type of advance involves making an advance in the middle of the month to a contractor for work already performed. For example, you might advance a contractor 80 percent of the pay he would be otherwise due at the 15th of the month. At the end of the month, you would calculate his entire pay for the whole month and then remit to him that amount less the amount advanced on the 15th.
|Construction - Bid Module||Logger's Edge has a new Module available for Construction Work. Previously construction work could be tracked in Logger's Edge using Time/Material based revenue contracts. The Logger's Edge allows you now to set up a job that is a construction project, prepare an estimate and budget for the job, and then track your time and materials in performing the job. You can also prepare invoices for the customer for whom you are doing the work. Contact a Caribou Representative for information on activating this module.|
|Vendor Statement Configurability||
With Version 4.5, the employee and vendor statements that
are prepared by The Logger's Edge can be configured to meet the majority
of your business needs. You can dictate how load-based, hourly-based,
production-slip-based, and miscellaneous payments appear on your
statements. The load-based settings apply to both the grid view of the
statements, and the crystal report view. The other configuration
settings (hourly, production-slip-based, and miscellaneous) only apply
to the grid view of the statements.
Generally, a Caribou support representative will be involved to help you with the configuration process.
For each of the three basic types of statements: (1) Employees, (2) Vendors, and (3) Invoices, you can select the data items that will appear on your statement, the order in which they will appear and any sub-totals (both in the grid view, and to some degree in the crystal reports as well).
For each basic type of statements (employee, vendor, invoices), you can have multiple formats. For example, within the vendor statement type, you may want to have a statement format for your loggers, one for your landowners, and one for everyone else.
|Display Dist-Wt payments on statements||There is a new section in the statements for loads paid by distance weight. This can be activated by your Caribou representative.|
|Right mouse click support for blocks, pay contracts, revenue contracts||When in the Block(tract), Payment Contract or Revenue Contract grid you can now right click on the row number of the contract or block(tract) and get a pop menu that will allow for direct editing of rates, distances, and conversions. This will allow editing without having to go through the wizard.|
|1099 Report||We now have a report that contains the required information for filling out a "1099'.|
|Updates to the User defined Reports||The user defined report utility now has a column that allows you to suppress totals for items that are being grouped. This will eliminate some of the redundancy in the totals that can be seen in the user defined reports.|
|User Defined Reports to allow calculations on groups||The user defined report functionality has been modified to allow calculations on a group. Please refer to the User defined Report document for details.|
|Pay minimum based on Distance||A distance threshold field has been added to the arte table for distance-weight rates. If the load distance is under the distance threshold the minimum amount is paid but if the load is equal to or greater then the distance threshold the amount is determined by the rate times the distance. Also if you have the Distance Threshold Field enabled on the rate table a warning is issued if the load has a distance of 0.0. The system will still calculate pay as the Pay Minimum amount.|
|Ad Hoc Statements||
For users who make use of ad hoc statements we have added
some new functionality:
1. For Ad-Hoc statements that overlap another Ad-Hoc statement: when viewing in the grid records that are on another Ad-Hoc Statement that is not posted will show up in Pink. This means that the records are being ""stolen"" from another statement and will no longer show up on the original statement.
2. For those who have posting enabled: when a statement is generated that has previously posted records, these records will appear green and WILL NOT be included in the printed statement.
3. For records that have been previously posted and unposted they may appear orange on subsequent statements. Records that appear orange have been posted on a statement, then appeared green on another statement, then were unposted from the original statement. It should be noted that the ""orange"" scenario would rarely occur.
|Correct Date Outs Prior to Date Ins Upon Load Import||A warning is now displayed if the system imports a load that has a date&time out which is prior to the date&time in.|
|Load Count Field Usage||The load count field on the load ticket is now used in the reports.|
|Log Inventory Module||In the Cutting Edge and Logger's Edge there is a special feature to manage your log inventory in a sort yard or log yard. The Inventory function allows you to add to your inventory based on the loads delivered to a destination, deplete your inventory based on loads delivered to another destination (or volume consumed by a mill), and close your inventory based on a certain closing date.|
|Revenue activity code to be used for % LD revenue payments||Logger's Edge can now pay on a % Load basis for an activity (such as trucking) that differs from the activity associated with the revenue received (such as harvesting). This feature is especially useful for users who pay truckers a % of the overall harvesting rate they receive from the mill.|
|Make Month Start a Basic Setup Item for Overtime Rules||For the monthly overtime threshold rules the user (in Basic Setup and System Configuration) can now set the day that the month will start - e.g. entering a 3 will mean a month runs from January 3rd to February 2nd.|
|Requested change to hourly employee statement for tree counts||The total earnings on the Hourly employee statement will now include earnings for both Tree counts and hourly work. Contact a Caribou Representative to enable this report.|
|Disable date warnings setting in Basic Setup||There is now a setting 'Disable Date Warnings' in the system configuration that allows users to turn off date checking on saving loads, time details, etc..|
|Add Non-Work Time as setting equip to NONE on Time Slip||In the Multiple Activity Time slip , Logger's Edge has been changed it so that if you enter a type of time that is 'NON WORK' (personal time, vacation, et al) the Equipment will now Default to NONE.|
|Add WCB number to Vendor Statement||There is now an available column on the vendors table that is called WCB_NUMBER. When this column is enabled (it is not enabled by default), you can enter the vendor's WCB number and it will appear on the generic vendor statement.|
|Limit ticket entry based on tract setup||There is now some error checking when saving a load slip. This is to catch some errors before the calculators. A load slip save is prevented if you save a load with attributes that are not set up in the Cruise for the Block. This is controlled by a new basic setup item.|
|Hourly Rate on the time slips||You can have the hourly rate appear on the timeslips. It is activated with a basic setup item|
|Problems with time import - children not attached to parents||For users of the multiple activity timesheet when an export/import of timesheets is done the multiple activities are now exported and imported.|
|User Defined Reports to allow calculations on groups||The user defined report functionality has been modified to allow calculations on a group. Please refer to the User defined Report document for details.|
|Add the Job Code to the Equipment Slips||The Job Code field can now be added to the equipment slips|
|Pay by Chargeable Hours||There is a new column on Time Details, Time Details Equipment & Time Details Contractors called 'CHARGEABLE_HOURS'. When this column is enabled, your invoice calculator will determine revenue based on chargeable hours (not actual hours). This is only used for Invoices. This would be used when you want to bill your customer a different amount of time that what was actually worked.|
|Truck Mileage entry allow 0 on odometer readings||The start and end odometer reading can now be left at zero and a mileage directly entered into Logger's Edge. There is a toggle that allows this to apply to all trucks.|
|Benefits and Percentage payments||Benefit payments can now be proportioned by the percentage to pay out on the load ticket. For example if you had a load where you had split the bunching payment 40/60 between two contractors, Logger's Edge will now proportion the benefit payment 40/60 as well.|
|Payroll Item on Misc Expenses||Employee misc. items can now be related to a payroll item. The payroll item column determines if the misc. item is a payroll (BONUS) or if it was a reimbursement (Meals, Travel, ext). Payroll items and non payroll items will be included in different sections of the employees statement.|
|Enabled posting on the grids||The posting function is now done in the grid as opposed to the statement.|
|Leave valid Rev Contract if Block Changes||When changing a block reference in time entry and production entry the revenue contract would be wiped out even though it was an applicable contract. Now when a block reference is changed the revenue contract will remain the same if it is an applicable contract.|
|New Pay Statement Reports||The Reporter now contains a new submenu item under the Statements menu item called Pay Reporting. This new feature allows users to run reports on vendor pay, employee pay, or revenue over any date range (not simply by pay period). Users have the option of selecting one or more blocks/tracts, one or more destinations, one or more vendors, and one or more activities. These reports are useful, for example, for showing how much money a particular vendor or employee has been paid over the course of the year for a particular activity.|
|Ad Hoc Pay Calculators||This feature allows users to calculate retroactive payments to contractors or employees for loads delivered in prior periods. These retroactive payments need to appear on the current period's statement. This feature is useful for passing on fuel adjustments or retroactive rate changes related to prior loads, but to issue the payment in the current period. This feature can be enabled for an additional $550.|
|IFTA Module||This feature is useful for companies operating their own trucks in multiple states and/or provinces. The feature allows users to enter fuel purchases and mileage by state/province, and to generate a report containing the information needed for inclusion on the IFTA quarterly fuel tax filing. This feature can be enabled for an additional $250.|
|User Defined Reports - Print Date Range Selection on Report||User-defined reports now include the date selection criteria at the bottom of the report.|
|Basic Setup Changes Now Do Not Require a Program Restart||The program no longer needs to be restarted for basic setup changes to take effect.|
|Make the User Defined Report Title use the Report Name||User-defined reports now use the Report Name in the Header Title.|
|Make SQL Back-ups Work for Terminal Services||For clients using SQL databases (rather than Access), back-ups can now be performed through the software while logged on using Terminal Services.|
|Update the Distance Field in Similar Fashion to Volume Field||When you add or edit distances for destinations on a block/tract, the wizard will prompt you (upon save of the block/tract) to update the load tickets relating to the block / destination combinations with the newly input distance. (Users who use this feature should get in the habit of setting up distances for all destinations to which they deliver, even if they need to set the distance to 0 until they receive the actual information. Otherwise, upon save of the block/tract wizard, the system will present a warning message for each ticket whose destination does not have any entry in the distances grid.)|
|Georgia Timber Tax Report||There is a new report now available for Georgia users to automate the tabulations required for the Georgia Timber Tax Report. If you are interested in having this feature enabled (for an additional $250), please contact a Caribou Support representative.|
|Load Revenue Tab Added to Load Slip Grid||This feature will be particularly valuable to users who key their revenue information on a load-by-load basis upon receipt of settlements from the mill. You can now use the load slip grid and its corresponding filtering capabilities to speed the data entry. For example, you can set the date range to dates that correspond to your mill settlement, you can use the new Excel-like filter to select a specific destination, and then use the “group by” drop-down to group tickets by species/product.|
|Add Volume Per Hour on Reports 104 -110||These reports are particularly useful for users that track Tree Counts on their time slips. This new column provides an estimate of productivity (that is estimated volume produced per hour harvested) where the estimated volume is based on the tree counts and volume per tree ratio set up on the block/tract. The reports have also been modified to use the full-founded equipment rates rather than the standard equipment costing rates.|
|Update the Ticket Number in the Load Revenue Table when the Ticket is Changed on the Load||The ticket number on the load revenue window now reflects the ticket number from the load itself when that ticket number is updated. (In earlier versions, the ticket number displayed in the revenue window did not reflect edits.)|
|On Vendor Statements, Put in Truck# for “Is Pay Like Trucking” Activities.||The vendor statements now show the truck # for both the Trucking Activity as well as any activities that are flagged as “Is Pay Like Trucking.”|
|Block Production Versus Budget Report (#147)||This feature is relevant for Canadian users. The system now has the ability to add hourly equipment rates on a block-by-block basis for use in conjunction with this report. This report allows users to monitor your production progress for a block on a phase-by-phase basis relative to your productivity targets.|
|Block Equipment Performance Against Budget||This report is relevant for Canadian users. The report is a complement to report #147, but includes costing information so that you can compare your actual machine hours and costs within a block by phase with your targeted (budgeted) performance.|
|Make Hourly Rate Display on the Time Slips an Optional Feature||Users now have the ability to control whether the hourly rate payable in connection with the time slip is displayed in the time slip window or not. (Some users like it hidden from the data entry window for confidentiality reasons, while others like it enabled as a double-check of their data entry.)|
|1. Add Pay Tab to load slip with pay
record & statement #
||There is a new tab on the loadslip window that will show
all payments issued in connection with that specific ticket.
|2. Ability to handle light loads
||The system now allows users to set up minimum weights
for each truck, and to flag certain destinations as paying based on the
minimum thresholds for loads that weigh less than the minimum. The
system will then use the topped up weight as the pay basis for those
Note: if you import your load tickets, you can simply import the top up weight from the mill, and then use that value for payment and revenue calculations.
|3. Load Grid can now be filtered on Pay Date (new checkbox)||Users now have the option of calling up load tickets in the ticket window grid listing based on either date out or date for pay.|
|4. New Filter on Load Ticket &
||There is a new Excel-like Auto Filter on all split-view
windows, including the load ticket window and time ticket windows. This
filter is great for limiting a list of entries based on one or more
attributes that appear in the columns of the grid. To invoke the filter,
simply click on the new button with a down-arrow in the top left corner
of any grid. That button will place an extra row in the grid. The extra
row will have drop-downs for each column showing a distinct list of
entries for that column. You can select a particular entry in the
drop-down list to filter your list of data to just those rows that have
the selected attribute.
To hide the auto-filter and restore your data to the full list view, simply click again on the new drop-down button in the top left corner of the grid window. That should remove the filter row from the grid.
|5. Priming (creating new database) based on active blocks
||When a user creates a new database for the new
season/year (that is, when they create a primed database), they are now
able to carry forward transaction information for certain blocks that
were not completed in the prior year. To do so, the user should
deactivate all blocks in the current database that they do NOT want
ported forward. They should then run the File | Database Operations |
Create Primed Database routine. This action will create a copy of the
current database for the new year, clean out all transactional
information (time sheets, load slips, payments, etc) associated with the
deactivated blocks, but will retain the transactions associated with the
One the priming is complete, the user will most likely want to switch back to last year's database, and reactivate the blocks so that they can still do historic reporting in last year's database.
In the new database, the user is free to reactivate all blocks and delete those that they no longer wish to retain.
Warning to user: all calculators must be current/up to date BEFORE you begin the priming process. Calculators should not be run in the new database because overtime calculations may be incomplete if worker time in a given period was spent on a block that was not carried forward, and one that was.
|6. Improve speed of grid loading for large rate grids||The rate grids available in the wizard (revenue rate grids and payment rate grids) will now load much faster than in prior versions. This performance improvement will be particularly noticeable for users who have many, many rows in a single rate grid.|
|7. Add Service Meter, Qty, and Product to Misc Expense table
||The miscellaneous expense window (contractors) has additional fields that can be enabled. These fields are: service meter reading, quantity, and product. These fields are most helpful for users that record their fuel bills, or other fluid expenses through the Logger's Edge. They can now indicate the service meter reading when the expense was incurred, and they can indicate the number of gallons, litres, etc. of fuel or other fluids associated with a particular expenditure.|
|8. Ability to Copy Equipment
||Users can now copy a cost build-up worksheet for one piece of equipment to another piece of equipment. There is now a combo box in the cost build-up worksheet itself that allows the user to copy the contents of the worksheet to the newly selected unit.|
|9. Send Caribou your Database via
||There is now a new menu item available for use by users with an Access database to post their database directly to our ftp site. The menu item is File | Database Operations | Send Database to Caribou (FTP).|
|10. Add "search by ticket number" to load revenue entry window||There is now a ticket look-up box in the revenue entry window (Data Entry | Loadslips | Load Revenue).|
|11. Miscellaneous imports from Excel||There is a new menu item to allow users to import miscellaneous expenses from Excel. This feature is great for users who can download their fuel bills from the Internet and then import into the Logger's Edge or Trucker's Edge for reporting. It is also good for users who want to export their parts and repair bills from their accounting system and import into the Logger's Edge (or Trucker's Edge) for equipment operating expense reporting.|
|12. Address Reloading of Loads grid
on a Cancel of a ticket
||If you bring up a list of loads, and have filtered that list by the block/tract or by one of the group by items on the left part of the load ticket window, the system will remember that selection as you edit tickets in the list. (Earlier versions would re-load the whole grid based on the date range selection.)|
|13. Put Miscellaneous Expenses on Vendor Statement based on Appropriate Customer Pay Period||For users using the special customer pay periods functionality, miscellaneous entries will now attach themselves to the specific customer period statement based on the customer on the revenue contract to which you assign the miscellaneous entry.|
|14. In Hourly statements, add
Miscellaneous Amounts for Contractors
||The contractor hourly pay statment found under Reports |
Hourly | Contractors will now show miscellaneous entries made if the
contract worker is the only employee of the subcontractor - i.e. he is
If the worker works for a company with more than one employee, the miscellaneous entries will not be shown on this report. (They will, however, still be shown in the traditional vendor statement: Reports | Vendor Statements.)
|15. Allow use of form for add/edit
in contractor misc window (as well as grid edit)
||There is now a setting in the software to allow use of an entry form for miscellaneous contractor expense entries, rather than using the grid entry window. (Much like the existing load slip window, miscellaneous entries can still be edited and reviewed in the grid, but the add form allows for speedy save/add for users making numerous entries. Contact a Caribou support representative if you'd like your setting changed.|
|16. Modified time slip save routine so that users who cost trucks on a load basis (rather than an hourly basis) cannot save time slips for non-trucking productive activities.||The system now prevents saving a time slip where you
have entered a non-trucking, productive activity for a company-owned
truck, but your truck costing is based on Loads. If you need to enter
hours for activities other than log hauling performed by a truck (such
as lowbedding), you are advised to set up a piece of Equipment (not a
Truck) that represents this Truck and enter the hours for that alternate
piece of equipment.
Note: this change was made so that the block costing reports would not omit the costs associated with such hours.
|17. Autofill Distances if edits made
in the Load Slip GRID
||The software will now update the distance field when a ticket is edited in the load ticket grid. (In earlier versions, the distance field would only update if the edit was made in the actual ticket entry window itself.)|
|18. Make columns in revenue & payment contract rate grids correspond to fields on load slip||The revenue and pay contract rate grids in the rate setup wizards will now only show those load ticket attributes that are enabled on the load slip itself.|
New Reports and Changes to Existing Reports
|1. Truck Deliveries Report - Include Averages||The Truck Delivery report now include average weights by truck (report #601).|
|2. Truck Load Revenue Report - Handle IS_PAY_LIKE_TRUCKING revenue||The truck load revenue report now includes revenue not
only from the Trucking activity, but also from any other activity that
is checked as Is Pay Like Trucking under the Setup | Pay Activities menu
|3. New Report - Truck Statistics
||There is a new truck statistics report that shows the number of loads per day by truck, the average weight per load for the truck, the average amount by which it falls short of its maximium allowable weight, its total revenue, and its revenue per hour, based on cycle times set up in the system. (#616.)|
|4. New Report - Operating Costs by
||There is a new report called Equipment Operating Expense by Account, which will allow you to view all expenses for a particular account that you set up under Setup | Accounting | Account Codes. By using account codes to categorize expenses into groups (e.g., fuel, parts, tires, etc), you can use this report to see how much you are spending in a particular category, and to what equipment unit those expenses are connected.|
|5. Add Service Meter to Truck &
Equip Operating Cost reports
||The Equipment Operating Cost report (#503) and the Truck Operacting Cost report (#605) will now show the service meter reading if it is enabled on either the time slip and/or the Miscellaneous Expense window. (The service meter field is a new field on the Miscellaneous Expense table, as of Version 4.4.12.)|
|6. New Report: Block/Sale/Tract
Statistics Report #144
||We have added a new report called the Block (or
Tract/Sale) Statistics report (#144). It provides a nice snapshot of
activity on the block/tract/sale. It should be useful for all users, but
will be especially useful for those users who use different units of
measure to track deliveries from the same origin (e.g., mbf to some
mills and tons/tonnes to others). Specifically, the report shows:
- Total and average volume delivered to each destination, broken down by type of wood.
- Total # of production days on the block (which is defined as the number of days where the activity flagged as the Production Indicator (under Setup | Pay Activities) appears on a time slip or a production slip.
- Total # of days worked by each piece of equipment on the block/sale/tract.
|7. New Report - Truck Operating
Cost by Account (#619)
||There is a new report called Truck Operating Expense by Account, which will allow you to view all expenses for a particular account that you set up under Setup | Accounting | Account Codes. By using account codes to categorize expenses into groups (e.g., fuel, parts, tires, etc), you can use this report to see how much you are spending in a particular category, and to what truck those expenses are connected.|
|Item||Release Note||Issue #|
|Add new table for ""Hi-Level Phases"" - and new column in pay activity table||We have added the ability to group Pay Activities into
higher-level activity groups, and have made use of these groups in
certain of our business reports to make the total costs for a particular
phase easier to track. For example, if you have both mechanical bunching
and hand falling occurring in the same block, you can set up a Pay
Activity for each, but relate each of them to a single high-level phase
called ""FALLING."" Certain of the key reports that show phase-by-phase
hours and costs will then provide totals per high-level phase (e.g.,
FALLING), with sub-totals for the individual pay activities (e.g.,
mechanical bunching versus hand falling).
You can set up your high-level phases under the menu item Setup | Activity Groups. Once you've set up the groups here, you can then go to your Pay Activity setup list (under Setup | Pay Activities), and set the Activity Group Code accordingly. (The Activity Group Code will be set to NONE by default. You may leave the value equal to NONE if you do not choose to make use of the grouping feature.)
The following reports make use of these new high-level activity groups:
1. Report 102 - Activity Costs, Summary, By Actual Volume
2. Report 118 - Summary, by Activity, Full Founded Cost
3. Report 131 - Block, Profit by Activity *
4. Report 134 - Block Hourly Cost *
5. Report 133 - Block Hourly Equipment Cost
|Is Pay Like Trucking Flag to Handle Trucking Fuel Surcharges||We have added the ability to pay phases other than trucking to the truck owner or truck driver on the load slip. This feature allows contractors to pass on a fuel adjustment per-tonne (or per m3) payment received from the mill to a contract trucker. There is a new flag on the pay activities table called IS_PAY_LIKE_TRUCKING. If you'd like this field enabled, contact a Caribou representative.||7604|
|New "Recalc" Pay Button in Load Slip Window||We have added a button on the load slip window that will allow you to re-calculate payment and revenue on the load slip immediately. This feature is particularly useful if you make a simple correction to a few tickets and want the payment for them corrected without re-running the full calculators.||7134|
|Add equipment to pay contract grid & hourly worker rate grid - different rates for same contractor for diff equipment.||We can now enable a column for equipment on the pay
contracts grid so that you can pay different rates to a given contractor
who owns multiple pieces of equipment, where the rate depends on the
piece of equipment. Call a customer support representative if you'd like
this column added.
This new feature also allows a user to set up a rate differential for an operator (employee or contract worker) in the Worker Activity Rates grid that is based on the equipment that the operator is running.
|Revised window for doing Truck Costing & Equipment Costing||We have added entirely new cost build-up worksheets for use in building up to equipment and truck costs. Existing users who would like to make use of the new and much-improved costing worksheets should contact a Caribou support representative. We have made the new worksheets the standard for all new users.||7038|
|Improve the way equipment costing & utilization reporting works||We have modified the logic for equipment costing so that
equipment time is costed only for productive hours. Earlier versions of
the program costed all equipment time EXCEPT maintenance time, whether
it was productive time or non-productive time. We have changed the logic
based on client feedback so that only PRODUCTIVE equipment hours are
costed. The idea behind this change is that your standard and full-found
equipment cost have a certain amount of down time assumed in the rate.
Thus, the equipment down time (i.e., non-productive time) should not be
costed explicitly. (The operator down time will, however, continue to be
costed, just as it is costed for maintenance time.)
The system determines whether hours are productive or not based on the Pay Activity Type of the Pay Activity on the time slip. Most users are currently configured so that only the Pay Activity Type = 'REG PROD' is flagged as productive time. Our recommendation is that the pay activity type of 'NON PROD CHARGE' also be set to be productive time. You can check your configuration by going to the menu item Setup | Pay Activity Types. The column ""Production Time"" is checked for all pay activity types that you currently have set to be treated as productive time.
Contact a Caribou support representative if you'd like to have your production time settings modified.
1. This new logic applies to truck costing as well IF you cost trucks on an hourly basis.
2. The equipment utilization report has also been modified so that "production hours" are all hours for those pay activity types where the ""Production Time" checkbox is set to true (checked).
|Update Statement Details or Employee Details upon Miscellaneous Entry or Edit or Deletion||When users make miscellaneous expense entries (under the menu item Data Entry | Expenses), the user is no longer required to rerun the calculators for the amounts to appear on the statements or on the equipment/truck operating cost reports.||7366|
|New "Load Count" field enabled on the load slip.||There is now a new field on the load slip window that is
set to 1 by default. This field is currently used in the employee and
vendor statements to provide the load counts on the statements. We added
it to handle circumstances where users enter multiple tickets for a
single physical load (e.g. to handle weights and attributes of two bunks
on the truck). When users enter split tickets, they can now change the
load count from 1 to a value less than 1 (e.g., 0.5) so that when the
tickets are displayed on the vendor statement, the multiple rows
representing a single physical ticket will sum to 1 load.
This field is also useful if a user is creating a reversing ticket and a new correcting ticket to correct a ticket error. By setting the reversing ticket to -1 and the correcting ticket to 1, the three tickets taken together (original, reversing, correcting) will sum to 1 load.
We have not made use of this new field in any reports other than the vendor statements. If you have a particular interest in having this field used in an existing report, please contact us to let us know.
|Add New Generic Fields to Vendor Setup Grid||We have added additional informational fields to the Vendors table. These fields were added in response to user requests for the ability to store WCB # and WCB Clearance Ltr Information. Contact a Caribou Support Representative if you'd like to have these fields enabled.||6280|
|Look at driver defaults when importing loads||When importing loads, the system will now check to see if there is a default driver associated with the truck on the load slip. If there is, the system will set the driver on the load slip to the default driver UNLESS there is a driver in the import file itself (in which case, the system will import the actual data rather than relying on defaults).||6774|
|Add ability to flag a load as NOT an overload - useful for clean-up loads||We can now add a flag to the load slip so that the user can tell the system NOT to treat a load as an overload, regardless of its weight. This field is especially useful for flagging a load as a clean-up load (a heavy load) so that it will be excluded from any overload calculations. Contact a Caribou support representative if you'd like this field enabled.||6790|
|Data Entry Validation of Dates Using From/To Filters on Entry Windows||In earlier versions of the system, users found it easy to accidentally enter load slips, time slips, or miscellaneous expenses with an incorrect rate. To help users catch such key entry errors, we now compare the date on the entry (load slip, time slip, or miscellaneous expense) with the ""From"" and ""To"" dates selected on the viewing grid for load slips, time slips, and miscellaneous expenses respectively. If the date on the entry is outside the From/To dates on the entry grid, the system provides a warning to the user. This feature may be irritating for some users at first, but we do believe it will help eliminate data entry errors for many users.||7030|
|Ability to pay employee by load where employee not entered on load slip||Earlier versions would not allow payment to an EMPLOYEE
operator (e.g., loaderman, buncher, etc.) unless the employee was
entered on the Activities tab of the load slip. With this version, we
now allow such payment.
(Earlier versions of the program allowed payment to a CONTRACTOR without the need to enter the contractor on the Activities tab of the load slip, on the assumption that the contractor would be paid for ALL load slips from the block. We simply made the treatment of Employees symmetric with that of contractors in this scenario.)
|Add Destination Code to Truck Overweight Functionality||The new version allows users to set up different truck weight thresholds that depend upon the destination. The Destination field is not enabled by default, so contact a Caribou support representative if you'd like this field enabled.||7105|
|Store settings for Ad Hoc Statements||The Ad Hoc statement selections are now stored when a statement is created. This allows the statement to be recallled (by its number) at a later date. So, you can now 'view' and print ad hoc statements without having to recreate a new one each time.||7114|
|New fields added to the load slip||The load slip has a new Comment field.
The load slip also has a Load Count field which is used to manage the load counts on the employee and vendor statements (Crystal Reports versions), and the invoices (Crystal Report versions). This field is set to 1 by default for all loads. If you enter multiple tickets for a single truck load (for example because the load has multiple bunks that are weighed separately, or multiple species that are stick scaled), you can enter values less than one in this field so that the sum of the load counts on the ""partial tickets"" together add up to 1 load.
For example, suppose you split a ticket into 2 sub-tickets that each have a different species. You might use a naming convention that appends a ""-1"" and a ""-2"" to each of the sub-tickets, and then set the load count on each ticket to ""0.5"".
|Make distance on load slip default to distance on block||If users set up distances to each
destination from a given block/tract during the block/tract setup, this
distance will be used to auto-fill the Distance field on the load slip
during load slip entry. (The auto-filling only works in the ticket entry
window itself; it does not currently auto-fill if edits are made in the
load slip grid.)
This feature is useful for people who pay by distance, or who want to track the distances on the load slip for use in the "Log Haul Cost, by Distance" report.
|Add IS_PAY_LIKE_VENDOR to employees.||Some users who manage a different set of
pay periods for their employees versus their contractor needed the
flexibility to specify that certain employees (generally employee truck
drivers) be paid on the contractor schedule. To accommodate this
request, we have added a field to the employee table so that users can
flag an employee to have their load-based payment paid on a vendor pay
Note: if the employee has both hourly pay and load-based payment, the hourly pay will still be process on the employee pay period, so the employee will get two statements: one containing load-based payment, which follows the vendor pay cycle, and one containing hourly and miscellaneous payment, which follows the employee pay cycle.
Contact a Caribou support representative if you'd like this feature enabled.
|Expose Certain Basic Setup Defaults to User||We have exposed certain configuration settings to the user through a new menu selection called ""System Configuration"" under the ""File"" main menu item. This menu item allows users to control certain settings without the need for a Caribou support representative to log on as an administrator.||7141|
|Employee Charge-out Rate now supports NONE wildcard for rev contract||When users set up an employee charge-out rate differential under the menu item ""Setup | Workers | Employee Charge-Out Rates,"" they can now use the keyword NONE in the revenue contract column as a wildcard. NONE in the revenue contract column tells the system to apply the rate differential to the employee's base charge-out rate (set up under ""Setup | Workers | Base Pay Rates""), regardless of the revenue contract on the time slip.||7194|
|Add Production Activity to Time Summary Tab on Time Slip Entry Grid View||For users with production activity enabled on the load slip, we have added the production information to the summary tab of the time sheet.||7200|
|Progress Bar for imports||For users who import time slips, we have added a
progress bar during import. Specifically, we added the progress bar to
the following imports:
Employee_Time, Equipment_Time, Contractor_Time, Employee_Production
|Throw warning when enters duplicate invoice # in Misc. Entry window||The system will now warn the user if he/she attempts to save a miscellaneous contractor expense with an invoice number that is a duplicate of another entry.||7346|
|Add functionality to do Reverse Conversions||This feature should only be used for those clients with
'Scaled Volume' enabled on the load slip.
This feature allows you to convert the Scale Volume field on the load ticket into the Weight (Gross and Net) and the Volume fields. It can be used when you are entering your volumes manually into the Scale Volume field, but you want to estimate the weight and volume of the loads. For example, the scale volume might be in M3, but you might want to ""reverse-calculate"" weights in KGs and the volume in Tonnes. Similarly, the Scale volume might be MBF and you might want to ""reverse-calculate"" the weights in LBs and the volume in Tons.
|Additional import to handle import files with Pieces (rather than loads)||We have added the ability to import log detail information from a hand-held scaling file. The import works in a similar manner to the load imports --- they can be configured to work with almost any format of information, as long as the information is in a ""txt"" file. The import will group logs into summarized detail records based on the attributes (that is, ""C Parts"") that are enabled on the load slip in the system.||7422|
|Avg Trip Time by Destination and Short Vs Long Longs||Users can now set up average trip times on their blocks
that can vary by route and truck type, and by other attributes on the
load slip. Earlier versions of the software only allowed trip times to
be based upon the destination.
This feature is used in truck tonne-hour costing.
|New Overload Functionality||We have added new overload functionality that allows
users to generate overload deductions in two new ways:
(1) create overload deductions at a certain fixed rate per unit of
weight (e.g. $012/ton or $.23/Kg) over the truck's maximum weight; and/or
(2) create overload deductions based on a stepped schedule (e.g. $50 for 1-2000 lbs overloaded, $100 for 2001 to 4000 lbs, etc).
In the standard overload functionality, the pay weight is reduced by the amount of the overload, thereby resulting in an effective deduction equal to the overload weight multiplied by the otherwise effective payment rate. There is only one entry - the net pay entry - that is created on vendor, employee or customer statements.
The extended functionality calculates pay based on the unadjusted pay weight - it does not reduce the
pay weight like the standard method does. Instead, this method creates a miscellaneous entry equal to
the amount of the calculated deduction. Thus, there are two entries - the full pay for the load and a
miscellaneous deduction - that are created under the extended functionality.
|Alternative Time Slip Window||We have made an alternative time slip window that allows a user to enter individual records for a given day all in one screen. If you'd like the revised time slip window enabled, contact a Caribou Support representative. Otherwise, your existing time slip window will continue to function as it always has.||7474|
|Ability to Add an Advance under Data Entry | Advances||We have added an Add button under the Data Entry | Advances window so that users can add a land-owner's advance directly through this window. You must have the Advances functionality enabled to have this functionality.||7511|
|Ability to automatically reverse & correct erroneous tickets that have already been paid||We have added the ability to automatically reverse
tickets that are in error. A "Reverse" button can be added to the load
slip window that will create a reversing ticket (with the original
ticket number and a "-REV" appended to the end with negative weights and
volumes, and another correcting ticket (with a "-COR" appended to the
original ticket number). This ticket can then be edited to correct the
problem with the original ticket.
When payment is processed (or reports are run), the functionality has the effect of zero-ing out the original payment and creating a correcting payment. The reversal ticket has a The load count value for the reversing ticket is set to -1, and the load count value for the correcting ticket is set to 1. These load counts are used on the statements so that the reversals and corrections do not throw off the load counts in the system.
Historically, users have had to create the reversing and correcting ticket manually.
Contact a Caribou representative if you want this functionality enabled.
|New Calendar Control in Split-View Window.||We make use of a new calendar control in all split view data entry windows. (The calendar used in earlier versions did not work properly on some machines.)||7093|
|Loadslips should not allow date out > date in IN GRID VIEW||When a user edits a load slip number in the load edit grid, the software now checks to ensure that "Date Out" is later than "Date In." Earlier versions checked for this relationship in the ticket edit window, but not in the grid itself.||6582|
|Error when importing load slip activities if file has ticket not in the loadslips table||The load activities import routine now provides an error message to the user if the activities import contains a load ticket # that is not already in the system. Any load activities whose corresponding ticket number is already in the system will still be imported correctly.||6846|
|Correction to Primary Key violation when multiple users entered load slips concurrently.||We have corrected a "primary key" error that would sometimes occur in a multi-user environment when multiple users entered load slips simultaneously. The system should now allow multiple users to enter load slips at the same time with no errors arising during the saving process.||7073|
|Addition of a Summary View Checkmark to User-Defined Reports||When you run a user-defined report, the selection criteria window will now have a ""Summary View"" checkmark so that users can run the report in detail or summary view.||7268|
|Date sort on reports instead of text sort (in crystal)||Dates in the crystal reports will now sort as a date field rather than a text field. To make this change, we needed to set the date as the first column in the statement. If you had the date included on your statements before this upgrade, you will need to go under the menu item File | Configure Statements, and uncheck the "Date" checkmark on each of your statement formats. (Otherwise, you will have two date columns on your statements.)||6802|
|Resize font on vendor statements||We have created an optional vendor statement crystal report that is identical to the one in earlier versions, but uses 8 point rather than 10 point font. If you are interested in using this alternative format, please contact a Caribou Support representative.||7086|
|New Report Showing Vol/Hr & $/Volume by Pay Activity Group||We have added a new report under the Block menu item
called ""Block Equipment Summary."" (Report #133). This report makes use
of the new activity groups that we've added in version 4.4 (See Issue
#7,263 for more information.) The report shows the following information
on a block-by-block basis:
1. Total hours worked by each piece of equipment, by each high-level phase, and then by the activities within that phase.
2. Total volume harvested for the entire block, with a volume per hour for the high-level phase.
3. Total costs associated with each of those hours, based on the Full-Founded rate set up for each piece of equipment.
4. Total $ / volume for each high-level phase of operation.
5. Equipment available hours & utilization percentages within each block. Note that in instances where the same piece of equipment performed two activities, we prorated the down hours for the piece of equipment to the 2 activities based on each activity's share of productive hours.
|Summary view of Equip Utilization Rpt||We have added a summary checkbox to the Equipment Utilization Report under the ""Equipment"" menu item. (Report #501). When checked, the report will show one row for each piece of equipment with total available hours and utilization percentages for the entire date range of the report.||7262|
|Summary P&L changes||We have enhanced the revenue reporting on the Summary
P&L report in the following ways:
1. Revenue is in now grouped into three categories: (1) Revenue from Loads; (2) All Other Revenue except Miscellaneous Income (e.g., hourly-based revenue); and (3) Miscellaneous Income (e.g., Fixed Fee Income or Miscellaneous Income associated with a Load-Based Revenue Contract). Earlier versions of the report excluded miscellaneous income altogether.
2. Miscellaneous income is now presented in one of two ways depending on the Basic setup item:
GROUP_BY_MISC_ACCOUNT_FOR_REPORTS. This is the same item that governs how miscellaneous expenses will be presented.
If GROUP_BY_MISC_ACCOUNT_FOR_REPORTS = 0, Miscellaneous Income is presented in one line as a lump sum.
If GROUP_BY_MISC_ACCOUNT_FOR_REPORTS = 1, Miscellaneous Income is grouped by Account Code and presented a one line for each account.
The default value for grouping is 0. If you'd like to have your miscellaneous income (or expenses) grouped by account code, contact a support representative to make the change for you.
|New Report - Block
Profitability - especially useful for US users
|We have added a block profitability report that shows one row per block and summarizes the performance of each block. It shows the start and end dates of the reports, the total load count, total volume, revenue, costs (split between stumpage/depletion costs and cut-haul costs), and average gross profitability and margins for the block.||7107|
|New Report - Pay Period
Production and Cost Summary
|We have added a new report that shows, by pay period, the number of loads, the volume delivered, total revenue, total costs, and average gross profit for the pay period. The report can be run in summary form (showing total counts, volumes, and dollars by pay period), or it can be run in detail form. The detail version allows users to look by tract/block/job at payment and volume fluctuations from one pay period to the next.||7573|
|Employee Hourly Statement Enhancements||In earlier versions, users could not have both the slip number and description on the hourly employee statement. (The report would generate an error under such circumstances.) This version supports both those fields on the hourly employee statement. (This report is located under the ""Reports | Hourly | Employees menu item.)||7499|
|Changes to Employee Hourly Report Format||We have made some modifications to the employee hourly
reports (found under the menu item Reports | Hourly | Employees) to help
fit more information on one page. Specifically, we:
1. Put the date printed in the footer of the report to help reduce the # of pages that are printed.
2. Made the printing routine recognize the column resizing that a user does in the grid prior to printing.
(Please note that we are not able to control whether the report prints in landscape or portrait view.)
|Ad hoc statement summary button - total column just repeats the tax column||We corrected a bug in the vendor statement Summary button for users making use of Ad Hoc Vendor Statements. Earlier versions of the software repeated the Tax $ amount in the Total $ column, rather than summing the Pay Amount and the Tax Amount in the Total Column.||6772|
|Add Holdback and Advances to Ad Hoc Vendor Statement Grid||Holdbacks and advances will now appear in the vendor statement grid for users who have Ad Hoc Statements enabled. (Earlier versions had the items appearing in the final crystal report, but not in the grid itself.)||7483|
|Page break after employee in the “Daily Detail by Employee”||We have added a page break to this report for each new employee.||7347|
|Cruise Volume Report Modification||The Cruise Volume report has been enhanced to show the lump sum purchase price on a tract and to calculate the difference between the lump sum purchase price and the total depletions.||7594|
|Cruise Volume Report Modification||The Cruise Volume report (Report #130) now includes
volumes delivered on a particular tract/block even if the particular
combination of species/product on the load was not cruised. The actual
volume for these loads will appear as extra rows in the report, with a
cruise volume of zero.
Note: this report is widely used by our US users.
|Ability to filter revenue contracts when running ad hoc invoices to exclude all contracts that are load-based.||When running ad hoc invoices, we have added a new check
box that allows users to exclude load-based revenue from the invoice.
This checkbox (labeled ""Exclude Load-Based"") allows users to generate
an invoice for a customer that has load slip activity in the same date
range as hourly activity (or fixed fee activity) without having the load
revenue appear on the hourly (or fixed fee) invoice.
As a result of this new functionality, users no longer need to set up a demo dummy customer when they want to create an hourly invoice for a customer to which they also deliver loads in the same period. Instead, users now have the choice of whether to include loads on the invoice or not.
|Portait invoice, 8 pt font, checkbox to exclude loads from invoice||Enhancements to invoices: there is now a portrait format available, and the font has been reduced to fit more information on one invoice.||7115|
|Tree Counts not consistently appearing on Summary P&L rpt||We have modified the Summary P&L so that the Tree Count value appears straight from the time slips, regardless of whether there is a positive vol/tree ratio on the block setup window.||7153|
|Enhancements to Truck Load Revenue Report||We have added the block to the Truck Load Revenue report selection criteria window (in addition to Truck). We have added a column in the report for block and now subtotal by block.||7168|
|Add the Block Reporting Basis (e.g., M3) to the P&L report||The Block Summary P&L report now displays the unit of measure of the volume column for each block that appears in the report.||7232|
|Truck Export Rpt (#613)||Logger's Edge users who have trucking contractors that use the Trucker's Edge can generate an export of the truck contractor load slip and payment information so that the Trucker's Edge user can import the information directly, without re-keying the information.||7701|
|1. New invoice statement views||There is a new menu item for invoices that allows users
to view invoices by invoice number or by customer (for multiple
periods). The new menu item is located in the main program under Reports
| Invoices | By Customer, Statement #
There is also a new button in the By Pay Period view that allows users to switch periods from within the invoice grid window.
|2. Truck costing based on tonne/hour||For Canadian users: The system now has the capability to
cost company-owned trucks based on a tonne-hour calculation. Tonne-hours
are determined for each load based on the load's tonnes multiplied by
the average turn-around-time entered for the block. This average
turn-around time can be adjusted at the end of the block with the actual
See the documentation in the Support Section of our web site, under Special Features.
|3. Loads, Profitability Report changes request||We have made modifications to the Load Slips | Loads, Profitability report to add additional load attribute columns (species, etc) and to provide a summary view of the report. The user can now also select both the tract AND destination when running the report.|
|4. Rpt: 131 - New Block P&L Report||We have added a new block P&L report called Block, Profit by Activity. This report provides a nice combination of the Block P&L report and the Block Activity Cost Summary report. If users break their revenue rates down into phases that match their harvesting phases, this report allows you to see profit by phase.|
|5. Getting Permission Denied error on imports||We have fixed the Permission Denied error that some users operating in a multi-user environment encountered when trying to import their load slips.|
|6. Make truck cost by distance work||Trucks can now be costed by Distance for those users who enter the distance on the load slip.|
|7. Add Activity field to miscellaneous income, employee & contractor grids||The miscellaneous income grid, miscellaneous employee expenses, and miscellaneous contractor expense grids (under the Data Entry main menu item) all have a new column for Pay Activity. This activity attribute is now used on Customer Invoices where miscellaneous items are charged to a customer. The activity attribute is also available now for custom reporting.|
|8. Take indexes off vendor statement detail table and other statement tables||We have removed some unnecessary indexes from the vendor statement table, which results in a notable improvement in the performance of the pay calculators when the same pay period is run over and over again. The removal of these indexes also reduces the frequency with which the database must be compacted.|
|9. Revise the multipay query to speed up processing time||The multipay query that runs at the end of each calculator has been modified to reduce the length of time it takes to run the query.|
|10. New Ad Hoc Invoices & Fix to Old Bug That Leaves Extraneous Invoice Header||There is a new menu item for invoices that allows users
to generate ad hoc invoices. This new feature allows users to generate
invoices for a given customer, a specific revenue contract (or
contracts), and a specific date range. Users are no longer limited to
generating invoices for a given pay period. The user selection criteria
(including the customer, revenue contract, and date range selections)
are saved with an invoice number so that the invoice can be reprinted at
See the support section of our web site under Special Features for additional documentation.
|11. Put Revenue Contract on Invoices for hourly and production slip work||The revenue contract is now displayed on the summary page of invoices and is the second layer of grouping for the report, after the pay type (load slips, hourly, etc). Earlier versions of the invoices did not include the revenue contract.|
|12. New employee statement views (by employee, switch periods)||There is a new menu item for employees statements which
allows users to view employee statements by statement number or by
employee (for multiple periods). The new menu items is located in the
main program under Reports | Employee Statements | By Employee,
There is also a new button in the By Pay Period view that allows users to switch pay periods from within the employee statement grid window.
|13. New vendor statement views (by vendor, switch periods)||There is a new menu item for vendor statements which
allows users to view vendor statements by statement number or by vendor
(for multiple periods). The new menu items is located in the main
program under Reports | Vendor Statements | By Vendor, Statement #.
There is also a new button in the By Pay Period view that allows users to switch pay periods from within the vendor statement grid window.
|14. Remove Blank Ad Hoc Statements||In earlier versions, the ad hoc vendor statements used
by some users generated a vendor statement for all selected vendors,
whether those vendors had pay records for the date range, blocks, and
destinations selected by the user. The current version only generates
pay statements for those vendors with pay records meeting the user's
|15. Display separate line item for GST payment
vs. collection on vendor
||On the statements we now have a separate GST line item
for all amounts PAID out to a contractor, and a separate line for all
amounts COLLECTED FROM (i.e., deducted from) a contractor (such as
|16. Email to Caribou - button on the calculator error report
||There is now an email to Caribou button on the
calculator report window so that users needing assistance
troubleshooting errors can easily send the errors in an email to
|17. Clear out an incorrect "production" portion of a
||Some users have production activity fields enabled on
their time slip (to pay pickup allowances, etc). In earlier versions, if
users had to zero out a production amount on a time slip, these zero
records still needed a valid pay basis (NONE was not valid) to avoid
errors during the pay calculator. Now, if the units of a production
activity is set to zero on the time slip, the system will delete the
underlying production slip entirely, so the user need no longer worry
about the pay basis for the zero entry.
|18. Should get warning if enter exact duplicates of time cards into
||When a duplicate Time slip or Production slip is
entered, a warning will now appear saying that this entry is a possible
duplicate. It then asks the user to confirm the entry of the slip. The
warning only appears while entering slips through the data entry window. If you modify a slip through the grid, and your modification causes a
duplicate, no warning will appear.
Note: The duplicate check includes the description in the duplicate check. The check is NOT case sensitive.
|19. Load entry window: if user wants to Add New, the Alt-A key only works if no list entries start with an A||To invoke the Add New feature for a load attribute when
entering load slips, the key stroke is now a period, rather than Alt-A. (The change was made because Alt-A only worked smoothly if there were
not items in the list starting with the letter A.)
|20. Load Activities - "Date In" column not importing Properly
||Some users have the 'Date In' column in the Load
grid enabled. When the load activities are exported to Excel, and then
re-imported, the 'Date In' now gets set to the proper date on the ticket
whose activities are being imported. (Earlier versions set the
date at 1/1/900.) If date is not included in the load activity
import file, the 'Date In' column will be filled from the original load slip.
|21. Problem Sorting in the Pay & Revenue Rate Grid While Using the Grid
||In earlier versions, sorting in the revenue and pay rate
grid did not work properly when the user was looking at a filtered list
of rates. Specifically, it sorted on all rows in the grid, now just
those that were visible after the filtering process. Now, the sort only
sorts the visible, filtered rates.
|22. Build alternative (sleek) block setup that simplifies setup for
users with less complicated facts
||We have built an alternative block setup wizard that
allows users to set up both revenue rates and pay rates directly in the
block setup wizard. This new setup eliminates the need to maintain
revenue and pay contracts. It is only available for users who do not
track equipment/workers on the load slips activities tab of the load
|23. Put Active Flags on Pay and Revenue Rates
||The system now has Active flags in pay contract and
revenue contract rate grids in the wizard and in the main menu rates
The Active flag is only used for display purposes; all calculators will still use the rates if they have valid dates, etc.
|24. Make the program work with SQL Database
||The system can now be used either with a Microsoft
Access database or with a Microsoft SQL database. SQL databases are
preferable for larger users. Benefits of the SQL database include: 1)
improved speed in creation of the crystal report vendor statements, and
2) more database reliability -- SQL databases do not need to be
compacted and rarely become corrupted.
Talk to a Caribou support representative for the price to upgrade to SQL from Access.
|25. Ability to cap overload payment
at a different threshold than is used for issuing fines/suspensions
||We have added a feature that allows the user to cap payment on overloads at the weight thresholds entered in the truck weights grid, but to make the overload report show only those loads whose weights are a certain amount above or below that threshold. For example, suppose you cap payment at a certain set of weight thresholds that is 1500 KGS less than the government threshold for fining and suspending. You can enter a grace weight amount of 1500 that will be used by the overloads report. The overload report will only show those loads that exceed the weight thresholds set up in the truck weights table by more than 1500. (Note that the grace weight can vary by destination, and is only used in the overloads report. The pay calculators still rely on the thresholds set up in the truck weights window.)|
|26. Hourly and production based contractor pay rates set up in employee
pay grid rather than set up through pay contracts
||We now have the ability to set up contractor hourly and production slip payment rates in the same rate grid as the employee rate grid, rather than setting up payment contracts for hourly contractors. Let a Caribou support representative know if you would like to have this setting changed.|
|27. Ability to Pay Hourly or Production-Based Contractors on Same Period
||Some users manage two sets of pay periods: one for
hourly employees and another for vendors that are paid based on the load
slip. If there is a vendor (subcontractor) that is paid hourly, we now
have a way to flag this subcontractor so that he can be paid on the
employee schedule. Contact a Caribou representative if you want this
|28. Modify way % of load revenue calculations are done
||Purpose of this modification is to gives users the
flexibility to cap payment to employees/contractors for overloaded loads
even when the mill does not cap payment to the user.
If you are interested in implementing this functionality, it is best done between log hauling seasons since old statements generated with earlier versions will display differently unless the calculators are rerun. (Dollar amounts will remain unchanged, but the display of the statement will be slightly different.)
|29. Holdbacks bug relating to interaction of check boxes||Users who apply a holdback percentage only on the
load-based payment (not miscellaneous amounts, for example) no longer
have to remember to re-check the "Is Percent?" checkbox. That box will
now remain checked, even when the "Only Apply to Loads" checkbox is
|30. Ability to register new rpt dll from within reporter tool||You are now able to register report dll's through the
reporter, which streamlines the installation of custom reports.
|31. Bug when using the add split feature on the load slip entry window
||In earlier versions, clicking the Save/Add when working
with the split load button on the load slip window generated a
Diagnostics Error. The error is now fixed and Save/Add is now working
properly. (Most Canadian users do not have this button enabled.)
|32. Correct the Copy and Paste Error in Pay Period Setup Window
||In the Pay Period Window, users can now copy and paste
from the Code field into the Description field without receiving an
|33. Make the Code for miscellaneous contractor expenses allow
single quote (') characters in
||Users can now use apostrophes in Employee and Contractor
miscellaneous description fields, and in the Miscellaneous Income
|34. Addition of total available hours, production hrs and
maintenance hours on
the equip operating cost report
||We have added total available hours, total production
hours, and maintenance hours for each piece of equipment in the
Equipment Operating Cost report.
|35. Ability to disable truck & truck type from load slip
||We now have the ability to remove Truck and/or Truck
Type from the load slip window if a user does not track these items. Contact a support representative if you'd like your fields removed.
|36. Ability to paste into multiple cells in the grids
||Users can now copy and paste from one cell to multiple
cells in the grid. This feature is similar to Excel's feature of copying
a cell's contents into multiple cells at once. For instance, suppose you
have a set of loads in your grid that all need to be changed from one
block/tract to another block/tract. You can correct the block/tract on
the first row in the list. Then copy the contents of that cell to memory
(Ctrl+C). Then highlight the block/tract cell for the remainder of the
loads in your list. Click Ctrl+V to paste the block into the highlighted
cells. The system will still execute the saves one at a time, but this
new feature saves you the step of pasting the new information into each
|37. Fuel Rebate module Report
|The fuel rebate module report used to show all trucks, wether they were company-owned trucks or contractor trucks. The selection window now allows users to select only their company-owned trucks to generate the report. It also allows users to select truck owners and generate a fuel rebate report for their contractors trucks.|