Version History: v6.17 22July2010

• Maximum no of lineitems per job increased to 64
• Fixed: Print Server Is Busy message now occurs less often and clears itself as stated once Transactor is logged out and back in.
• Added: By popular request, another report option allows printing of one or more whole pages of address labels for one specified Practice or Surgeon. The usual label printing options are unaffected.
• Improvement: In Patient Statements, if a custom price has been used on a Job line item, GRADE is taken from the Usual Price Band rather than being left blank
• Other minor adjustments: Various small improvements in labelling and presentation.
• New Setting Option. AutoDate Yes/No, which if set to no will cause the "Invoice Date" edit field in the Action - Confirm Bookout Charge dialog to be blank instead of the current date. See Note 3

The following two changes will be particularly useful for labs that charge/invoice for each job stage basing new jobs on the previous job having that reference/case no.

• Action 'Copy To New' now remembers the last used setting for deciding whether or not to ''Copy Line Items' (ie Priced items). See Note 1
• New Setting Option, AutoReference Yes/No, which if set to Yes causes the Reference box on the document form to be automatically populated with the DocNo value after Action - New Job.
  Note: if Reference is already populated, it will not be overwritten. See Note 1 and 2

NOTE 1: These two changes will be particularly useful for labs that charge/invoice for each job stage basing new jobs on the previous job having that reference/case no. These changes should make it much easier to handle a 'case' (ie. a set of jobs) where each job is charged separately and has a common Reference 'Case number' which would be the Job No of the first job 'New Job'.If Auto Reference setting is Yes, this causes the Reference box on the document form to be automatically populated with the DocNo value after Action - New Job.
NB: if Reference is already populated, it will not be overwritten.
To start a new case, when booking the job in for the first time use Action - New Job.
This populates the Reference with the Doc No.
When the first stage of the job is completed, it should be Action - Booked Out charged.
If the Job comes back into the lab, you can either enter the Doc No or lookup by Tools - Reference Search.
When the Job is displayed on the Transactor screen...
Action - Copy To New
This will, start a new job, by carrying over all non-financial job details to a new job, the Reference (Case no) will stay the same.
You can then add job items and Bookout charge when the next stage is completed.
and so on....

NOTE 2: How to Set Auto Reference. (Computer skills required ).Auto Reference Yes/No is a new setting stored in the TrnLab61.ini file. The following entry, inside the [company alias] or [Live] section...AutoRef=1Manually setting this entry to 0 (eg. AutoRef=0), or removing the entry, switches off this feature.

NOTE 3: A new setting stored in the TrnLab61.ini file. The following entry, inside the [company alias] or [Live] section...
AutoDate=0
This will cause the "Invoice Date" edit field in the Action - Confirm Bookout Charge dialog to be blank instead of the current date.
Manually setting this entry to 1 (eg. AutoDate=1), or removing the entry, switches off this feature.

Version History: v6.16 15Mar2010

Terms:

• MHRA: Medicines and Healthcare products Regulatory Agency
• MD Directive: Medical Devices Directive. The Medical Devices Directive covers the regulatory requirements of the European Union for Medical Devices.

Also See: http://www.mhra.gov.uk/Howweregulate/Devices/MedicalDevicesDirective/Dentallaboratories/index.htm

Version History: v6.15 05Aug2009

• New Customisable Label Printing reports
• New Report Menu. Categorized for easier selection
• New report. New type of Statement which lists unpaid Invoices only (similar to Sage).
• Reports Improved: Summary Invoice and Practice Summary Reports sorted in name order. Easier to collate different report runs. These reports now support selection by Surgeon Profile. Profile groups are assigned in the Surgeon Record.
• Improved Reporting: You get a message saying a report is empty instead of a blank page.
• Revised and extended Help and printable User Guide
• Screen speed buttons: Improved layout
• Set up Wizard - Surgeon Type Page. Clearer guidance for Settlement Discount Setup
• Additional Payment Method - Late Settlement Charge
• Quotes. The On-Hold/Quote Action now makes it easier to produce Quotes for Jobs or just put a job on Hold
• Usability improvement: When Credit Notes are added, automatic prompt for credit to be allocated to unpaid invoices. Reduces occurrence of unallocated credits.
• Usability improvement: Surgeon account's 'Live Balance' renamed 'Current Balance' and no longer includes non-finished jobs (i.e. 'Open' documents). The current balance more meaningfully shows the account state at time of most recent 'invoiced' or finalised document. In addition the value of 'open' jobs (i.e. Unfinished jobs) are totalled separately. (standardised book-keeping)
• Usability improvement: Toolbar button for Add Payment (also available under the Surgeon Menu). Exit toolbar button removed - minimizing clutter. Use File-Exit or Window [X].
• Usability improvement: The term 'Posting' has been changed to 'Locking'. This describes more clearly what is happening with the records.
• Bug fix: Payment allocations - allocation left hanging if a Finalised invoice was un-finalised and modified.
• Bug fix: Surgeon accounts which are not assigned to any Practice are now visible in the Setup Wizard's 'No Practice' list
• Maintenance Improvement: More helpful handling of Database error on startup "KeyOutDate": This error may have happened after a power interruption or incorrect shutdown of a pc. A message box guides the user to the Maintenance Utility to Re-build Indexes to quickly get up and running.
• Transactor Maintenance checks On startup: *.net & *.lck files are deleted - this may help in some cases where a "Multi-net file" error might occur after a power interruption or incorrect shutdown of a pc. Clear Print Server utility will automatically clear printer problems after a new printer is installed or a print job fails.
• New Clear Printer Assignments button: In Tools-Printing Setup-Output Channels.. new button "Clear Printer assignments...". Use as directed by Transactor Support team.
• Networked Multi-user systems only: Master/Backup PC checkbox in Setup Wizard/Data backups page simplified. The master pc/server will by default be assigned as the "master/Backup PC" in the Setup Wizard. However, all other workstations should have this setting un-ticked.
• Other minor adjustments: Various small improvements in labelling and presentation.

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