Read Me - Important Upgrade Information
Upgrading From Earlier Versions to CAPITAL 7.4
If you will be utilizing the new quotation quantity tracking features of CAPITAL, a Stock Recalculation should be performed in order to update quoted quantity values in your stock database.
Several important changes have been made to CAPITAL's security system. These include the following:
Viewing the Quick System Overview now requires 'Business Analysis' viewing rights. Business Analysis is a new category added to user's security profiles. For more information on security profiles consult the topic: Security.
The ability to recalculate Hire Manager and Service Manager job card balances now requires 'Administrator Functions' editing rights.
Diagnostic menu functions now also require 'Administrator Functions' editing rights.
If you use the Departmental Sales/Expenditure Performance Report, the Expense Listing Report, the Trading Statement or the BAS Assist Report in conjunction with CAPITAL's general ledger you must now assign the classification 'expense' to all general ledger codes that you wish to include under the operating expenses totals that appear on this report. Please follow these steps to do this:
From the CAPITAL main menu select Section|General Ledger.
Select from the CAPITAL GL Controller main menu Maintenance|General Ledger Codes
Locate your first general ledger 'expense' account.
Highlight the expense account and press the button.
Next to Classification select Expense.
Press OK
Repeat steps 3-6 for every expense account in your general ledger.
When you have updated all expense accounts press the button.
From the main menu select File|Exit to return to CAPITAL Office.
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