slide2sEveryone at D-Tools is very excited for our latest release: SIX 2013 Revision 2 (R2). This release not only prepares you for our upcoming Mobile Quote iPad® app, it has many great new features and improvements on existing features. We have listened to your feedback and we responded.

 

Click here for the current details on this release. We will be updating this page with links as documentation becomes available. Below is the list as of this posting:

Installer Changes

Active Report upgraded from version 3 to version 7.

QuickBooks SDK upgraded from a version 5 to version 12. We are able to transfer and sync the Manufacturer Part Number now. Also purchase orders transfer correctly in QuickBooks Canada now.

Features

Catalog

Add “Created On” date for Products/Labor Items/Packages

Marking a product as Discontinued should prompt you to remove/replace the product if it is an Accessory in a Package

Integrate Vendors into Catalog and Projects

Product Import Improvements – Option to Auto Match to first Close Matches and use Part Number to identify exact matches

Increase Location and System names length to 100 characters

Start terminal and End terminal to be independent fields for wire and not part of Product IO structure

Add “Set From” feature to Price Rules

Add Product Dialog to allow filtering by Unit Cost, Unit Price and MSRP

New permission to “View Costs” in Catalog and Projects

Allow Edit of Alternate and Accessory Items in Editors (Catalog and Project)

 

Projects

Support Optional and Alternate Items

Custom Layouts in Project Editor supports filters

Update Project Items from CSV

Mass Update in Project Items has an option to update similar items

Add ability to clone everything in a Location but maintain the Systems and vice versa

Allow Quick Filter on Item Summary View

Check in all projects has option to keep projects checked out

Support drag and drop on summary views in Project Editor

Allow Locations and Systems to be sorted in location or system order when grouped in Items View

Package Explorer to have a “Configure and Add to Project” option

Add permission to Create Product and Create Labor in Projects

Add “Manage Custom Fields” to New Project Wizard (NPW) and Project Information Dialogs

Display Total Installation Price in Items View in Project Editor

Improve Compare with Catalog to compare to a specific price type

Add Abbreviation field for Subcategories and use in Component Id format

Remove Product and Labor Views from Project Editor to conserve memory

Add export to CSV for the Project Compare Editor

Clone project has option to copy Client and Contacts

Add Option in Project Editor to turn grid editing On or Off

Display Alternate and Accessory Count in Editors – Catalog and Projects

Add an option to compare both cost and price for adjusted products in a change order

 

Drawings

“Paste Special” function in Visio and AutoCAD to give option to paste shapes with options to Prompt (or) Clone or Alternate

Add Mass Update to shape shortcut menus in Visio and AutoCAD

Allow multiple Visio drawings of same project to be opened in same Visio instance

Location and System Visio Shapes

Wire shapes to have an option in Visio to use subcategory as layer name

Improve Drop Connected Shapes in Visio to connect to neutral port on schematic shape and also work in Plan View

QuickBooks

Transfer Part Number to QuickBooks Items

Purchase Order Export in QuickBooks Canada and QuickBooks UK works correctly

Allow Change Orders to be exported to a new or existing QuickBooks Estimate

Add the ability to Sync all products and labor with QuickBooks

Prompt user to save project after exporting to QuickBooks estimate or QuickBooks purchase order

Display Tax Groups and Tax Items in QuickBooks drop downs

Assign a Customer:Job to each purchase order line item

Add setting to auto-filter out OFE Products on QB Estimates and POs

Create QuickBooks Items form does not remember the last accounts chosen

On Create QB Items form, the “This item is purchased for…” options should persist once checked

Improve the Create QuickBooks Items form to display Acct# and persist size

 

Service Orders

Variable Labor Items using Phase labor did not display correct price on Service Orders

Add prompt to save Service Orders when the Service Order Editor is closed

 

Reports

Allow each project to have a custom Cover Page and Proposal Report Image

Improve Image Quality for Company Logo and Cover Page Images

Add ability to turn off Group totals on proposal reports via Parameter

Corrupted image should not crash reports

Add “Export to project folder” option to the Report Viewer

Add labor information to the Profit Analysis section of the Project Summary report

Add setting to allow user to choose what report runs for the Project Summary button

Change Order reports missing in Manage Reports UI

Field Chooser choices for Brother Wire Labels should persist

Add field “Subcategory” to reporting xml

 

Clients and Contacts

Add E-Mail to Client and Vendor

 

Custom Layouts

Persist Column Widths in Custom Layouts and create Custom Layouts from current grid views

 

Server

SCW – Add a check if custom SQL Instance supports SQL Authentication

SCW – Allow Server Data Folder to be changed in SCW for upgrade use cases

 

General

New permission to “View Costs” in Catalog and Projects

Right-click should put into focus the item you right-click on

Add app setting to change the text color for accessories

Add keyboard shortcut “F3” to get to the Search field on all forms

Reuse SQL CE Data Context

Organize Settings XML files as part of R2 upgrade

SQL CE Database uses “Version” in the name

Split Sync Down Thumbnails to a separate

Add a “Reset” to all Settings

 

Bug Fixes

Replace function should clear Accounting Estimate Number, Order and Install fields

Move the “Add from Project Settings” section to the far left on all Location and System interfaces

Issues with Line Item Detail Report

Labor Items should display at the bottom of the Create QuickBooks Items form

Labor Items should display after equipment in QB Estimate

Run report for selected items will not account for ignore labor in package items

Bulk Wire 3 shape’s text is not part of the Wire and Cable layer

Using more than two filters can result in bad data being returned on Wire Checklist report

If Sales Tax is turned off in QuickBooks, cannot export Estimate

Non-billable items are transferring to QuickBooks with pricing

Recommend and Prompt option for accessories in packages is giving unexpected results