DQB Release 1.37 Here are the highlights of the January release:
Action Required: Follow up and Reporting To monitor the action required messages sent to dental offices in email notifications, the following capabilities have been added: - Case Entry, the Action Required tab now provides for a follow up entry to record the date, entry by and a follow up memo.
- Reports–Action Required provides for reporting on entries and follow ups by the shipped date range for one or all customers.
- Reports–Cases Shipped, if an action required entry has been made for a case, it will be included in this report.
Create Standard Procedure from Item From Basic Lists - Items, you can select an item to create a new standard procedure. First you will enter a unique name for the standard procedure and then check which items you want to include, along with the quantity and number of days. A window will next be displayed with the tentative procedure and here you can edit and re-arrange the sequence of the items as needed. Cross-Reference Items to Standard Procedures From Basic Lists - Items, you can select an item from the list and then go to the actions menu to request a report on the standard procedures that include the item. You can also request a cross-reference report for all items to see which standard procedures include each item. Each report will first be displayed and you can then request that it be printed. Case Alert from Case Item Grid – Schedule Limits Exceeded When editing an item from the case item grid, the system will now check to determine whether the schedule units for the item will cause the limits for the work center and date to be exceeded and issue an advance alert. You can then determine whether to continue editing or to allow the schedule limits to be exceeded. Vendor Information without Purchase Order
Previously if you entered the vendor and vendor return date in the Purchase Order tab of Case Entry, these fields would be retained only when you created the purchase order in QuickBooks. We have changed this to also record these fields in the main case record so that they will be available for the Case List even if the purchase order is not created. To see these fields in your Case List, go to the actions menu, then customize columns and check vendor and vendor return date. Security Option to Prevent Access to Financial Analysis
For users at the Case Entry and Entry security levels, an indicator is now available to prevent access to the financial analysis options. The default is off, but the Manager level person can set this indicator on. Included in the Financial Analysis set are: - Reports - Production Analysis
- Reports - Sales Analysis
- Graph Reports - Invoiced/Remake Summary
- Customer Center - Sales Analysis by Item
- Customer Center - Sales Analysis by Sales Category
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