Dates valid status filtering is here !

Filter orders/steps/tasks by Dates valid status:

New in the Change range page we added Dates valid status to help you keep tabs of all the dates!

All		No filter.
Valid dates only		Filter only orders/steps/tasks that have valid dates.
Invalid dates only		Filter only orders/steps/tasks that have invalid dates.

Task date binding filtering is here !

Filter orders/tasks by Dates bind status:

New in the Change range page we added Dates bind status

All		No filter.
All bound		Filter only orders/tasks that are bound.
Not all bound		Filter only orders/tasks that are not bound.

New ! Non flexible date indicator has arrived !

The new indicator is available in 4 different places throughout the system.

• Series
• Template
• Order
• Task

Series

The series Date not flexible check-box was added to the Series information page.
The new indicator enables the manager to determine that all new orders created for the series will have order level non flexible dates meaning all of its tasks will have non flexible dates!

Template

The template Date not flexible check-box was added to the Template tasks page.
The new indicator enables the manager to determine that all new orders created for the series will have specific task level non flexible dates meaning only tasks based on the marked template task will have a non flexible date!

Order

The order button/indicator was added to the the following pages:

• Orders
• Tabular orders update

The new button/indicator enables the manager to determine that All order tasks will have non flexible dates!

		All task dates are non flexible at order level.
		No order level flexibility set. (does not indicate task level flexibility!)

Task

The task button/indicator was added to the the following pages:

• My tasks
• Tasks
• Employee allocation to task
• Order task - info
• Schedule - in the task grid
• Rapid task allocation to employee
• Quick employee tasks assigning
• Employee set task priority

The new button/indicator enables the manager to determine that a specific task will have non flexible dates!

		Task date is non flexible. This can be from order level or from task level.
		Task level flexibility not set. (this will appear only in button mode for managers)

Please note !
Order level flexibility cannot be changed at task level and vice versa!

Task date binding just got better !

Rebind a task back to it's bonded dates :

Adjacent to the "Internal delivery date" we added new button.

Date is bound		Pressing the button will result in a message.
Date is not bound		Pressing the button rebind the date to the original date.

reconnect button added in the following pages :

Page		Location
Schedule tasks		In the task grid
Rapid task allocation to employee		In Tasks grid
Quick employee tasks assigning		In the Grid view
Employee set task priority		In the task grid
Employee allocation to task		In the grid
Order task info		In the grid
Order level rebind button
Consolidated order date update		In a new column called Rebind dates
Orders		After the order number
Tabular orders update		After the order number

Please note !
Order level bind button has different button behavior.

All Dates are bound		Pressing the button will result in a message.
Some date are not bound		Pressing the button open Order task info enabling the user to change the date binding.

Rebind all the tasks dates at once !

In the Order task info page the user can rebind all the tasks dates at once
By pressing the Rebind all dates button located at the bottom of the task grid.

The system does not check or change completed tasks !

Employee filtering by order type is here

Translation Manager now enables each employee to be attached to order pricing types thus limiting the types of orders the employee can view. increasing security and information distribution within the organization.

This new feature is optional to activate go to :
Administrator » Web administrator » Application configuration page and mark the Filter by order type check-box.







To assign an employee the appropriate Order type/Price list type go to :
Administrator » Tables » Price list tables » Price list types page.






Select the Employees button and update the appropriate employees.





You now can select specific a employee to assign the Order type/Price list type or add/remove all employees by using the Select/Unselect all button at the bottom of the page.

Please note!
Inactive users cannot be changed by Select/Unselect all operations and can only be changed in specific selection.

And a lot more !

For your convenience we also enable the allocation of Order types/Price list types by employee go to :
Manager » Rolodex tables » Users page.
Select the employee you want to update to open the contact information page. Press the Order types button.






Select the Order types button and update the appropriate order type.






You now can select specific a Order type to assign the to the employee selected or add/remove all order types by using the Select/Unselect all button at the bottom of the page.