New Features Detailed
Classic Main Menu
Regular WSMS V1 is retained. Alternative Main Menu is also
provided. It is called Classic Menu, which shows
graphical flow of WSMS activities. Regular Main Menu is
default. You can activate Classic Menu through
the Preferences. In the Preference Update Form, locate Menu Option: Use
Classic Menu Option ? and change its value to Yes and Click Post to apply your
update.
Offline Data Entry Forms
In
WSMS Version 1, you must be connected to active Network (Online) to enter and
save your data. When there is no active Network, this becomes a problem. To
reduce the impact of erratic Network, WSMS Version 2 includes an Offline data entry
option. Data entered on the Offline Forms are stored in the Device store. You are
required to Synch the Offline data store with
remote server. When you Synch the Offline Form, all the
data of that Form in the Device storage are uploaded to the
remote server and thereafter, deleted from Device store. The Offline data entry form
has provision to toggle between Online or Offline state within
the Offline data entry forms. You should be in the Online state to
download referential data used by the Offline Forms. Referential Data are data created in
feeder sources (Company, Investors, Customer, Supplier, Product,
Services, etc.) but referenced in the Offline Forms. Whenever
there is a change in the feeder source data, you should change the Offline Form state
to online. This forces Referential Data refresh. Thereafter,
change the state to Offline in order to get the full benefit
of the Offline feature.
Note:
You must have active network to load the
Offline Form; the Offline programme is on the remote server.
You must have active network to Synch Device store to
remote store.
Data Entry in the Offline Forms are
faster and takes less Network costs.
Online Data Entry Forms enhanced
The existing Data Entry in WSMS Version 1
are enhanced to reduce their demand on the Network. You can now customise
your Device Settings to store Referential Data on your Device and reuse them
each time they are required, rather than fetching them from remote server.
You customise your Device Settings through Update Device Settings in Home Menu.
Note
You should customise your Device Settings
to Download New whenever there are changes in the
feeder data sources. This allows your Online Forms Referential Data to be
refreshed.
Bill of Materials Support
This
feature is introduced in Version 2 to cater for Products created using other
Products. For BOM full description, please see the Frequently Asked
Question under Inventory named How to Add New or
Update Bill of Materials (BOM) ?
Import Cash or Check Expenses (e.g. bank
statements).
You
can now import your bank statement in WSMS Version 2. This saves both
typographical errors and time. You will find the link in the Payments Menu.
Monthly or Quarterly Account Balances.
In
WSMS V1, you only get GL Details, Stock Valuation and Profit and Loss account summaries.
You can now get them also with Monthly or Quarterly breakdowns. You specify
your choice of Monthly or Quarterly in the Preferences.
Product Selection Matrix.
This
feature allows Users to select all their Products or Services from a Form
that contains all Products or Services in a Matrix structure. This
provides a very fast data entry option.
Business Dashboard.
This
allows you to see your business performance at glance via graphical
presentation.
GL Detail and P & L Charts.
You
can now also get graphical representation of various accounts.
Transaction Audit Trail item can be opened
in its originating Entry Form.
From
Transaction Audit Trail, you can now Open a processed Entry in its
original Entry Form . This helps in linking back
information to its native source.
Transaction Audit Trail report can be
copied into a Clipboard for pasting into external programs like Microsoft
Excel, etc.
From
Transaction Audit Trail, you can now copy entire report into a Clipboard and paste into
external programs, like Microsoft Excel, Word, etc.
My Job Queue.
This
is provided to allow you see the number of unprocessed Entries in your
various job queues.
Formula as input support.
Inclusion of Formula as input is one of the enhancements
introduced in WSMS Version 2. This ensures that WSMS data entry is not
interrupted by manual operations, like calculating values before entering the
data. For example, your Purchase Order Product Entry requirements may be in
Units, while you have packets of data to enter. Assuming that each packet has
30 Units and you have 40packets and 20 Units of Product to enter. Instead of
calculating the total number of Products manually before entering the Product
Quantity, you apply the formula to the Quantity data by entering =40*30 + 20. WSMS does the
calculation automatically and replace the formula with 1220.
You can use formula in the Quantity or Rate
Columns of Purchase Order, Sales and Payments offline
Forms.
Migration from WSMS Version 1 to 2.
IGLOLTD has setup WSMS Version 2 system for existing
Users. The only thing that is remaining is the migration of Version 1 data to
Version 2 system and this has to be done by the Users themselves. The steps
to achieve this is as follows:
From WSMS Version 1 Menu, select Sys. Mgmt.
From Sys. Mgmt Menu
select Delete V2 Tables to delete existing V2 data
store.
After successful Delete, select Create V2 Tables to create new
V2 data store.
After successful Create, select Migrate V1 to V2 to migrate all
V1 data to V2.
After successful data Migration, Log into WSMS V2,
using WSMS V1 Host Name , WSMS V1 User Name and WSMS V1 Password.
Your Login details (Host Name, User Name and
Password) are the same as Version. However,
you have to login on the WSMS Version 2 Web Page.
Users Integration Testing.
For existing Users only.
In the first one month, you will be required to run both
WSMS Version 1 and 2. You will enter your data in WSMS Version 1 only.
However, you will use the special feature implemented in WSMS Version 2 Form,
which will copy selected Entries from Version 1 to 2. Your data entry during
the User Integration Testing will be as follows:
1.
Log into WSMS Version 1 and 2.
2.
Enter your data on Version 1 (Purchase, Sales, Payments).
3.
Save your Version 1 data to remote server.
4.
Post Transactions in your WSMS Version 1 as usual.
5.
On Version 2 Online Form, do the following:
a.
Click on 1. Download V1 xx Data Set button, where xx stands
for PO,
Sales or Payments.
b.
After successful download, Click on 2. Copy V1 Form Data
to V2 button.
c.
Enter the Version 1 Start Date and End
Date of data to be transferred.
d.
WSMS will transfer all the Data within the specified data range to
WSMS Version 2.
e.
Review the Transferred data
6.
Post Transactions in your WSMS Version 2.
7.
Compare Versions 2 results with those of version 1. Any discrepancy
should be reported to IGLOLTD.
You should also identify enhancements that you will like
to see in Version 2. Approved enhancements will be ranked and implemented.
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