MultiTAS Business Manager v2.2 ReadMe

Contents

Installation
Documentation
Release Notes
  Changes/bugfixes
  MultiTAS Business Manager Plus only
Toolbar
Download

Installation

MultiTAS Business Manager must be installed within System Integration Manager. If installing on Windows Vista or newer, SIM must be Run as Administrator while installing this module.

Full installation instructions can be found in the Quick Start guide in this document

For installation on Windows 7 and/or 64-bit operating systems, please contact Infoplex Support at support@infoplex.co.uk (or on +44 (0) 1592 598 100) to schedule a convenient time at which we can assist with the installation. If you will not be utilising the Crystal Reports functionality, this may not be necessary.

Documentation

The newly updated MultiTAS Business Manager manual is available here.

Release Notes

The main change in this version of MultiTAS Business Manager is compatibility with TASBooks v3 (released December 2011).

Existing Customers

For v3, TAS made alterations to important database tables while changing table indexes. The effect is that MultiTAS v2.2.52 initiates a further Enhancement routine when run for the first time. This is to rebuild a couple of our files affected by TAS database changes.

New Customers

On the '[Login Information]' window, you can select a company by typing the first letter of its name. Then press '[Enter]' to launch the selected company.

During 'Data Enhancement', the "Assign Stock Movements to Central Warehouse" action can fail for various reasons (e.g. invoices found that refer to missing product codes), in which case it will be skipped. If this occurs, you should run MultiTAS, and use menu option 5.2.2 (Assign Stock Movements) to assign your stock movements to the appropriate (CENTRAL) warehouse.

[NB: When assigning stock movements you should again get the same error that occurred during the data upgrade – you should be able to resolve these in TAS e.g. re-create missing product codes, etc., as appropriate]

To alternate between MultiTAS Business Manager Plus and MultiTAS Business Manager Finance, double-click the marble icon at the bottom left of the '[Login Information]' window.

Changes/bugfixes in this version

1. Compatibility with TASBooks v3 (see text above)
2. Customer Import – "Ignore if Blank" option added
   • If you create a NAMES.DAT file or CUST.CSV file that only populates certain columns (including the Customer Code), leaving other columns present but blank, only the populated columns will be updated.
   • Previously, if you did this then the existing information would be overwritten with blank values where possible.
3. Implementation of Import Restrictions if not registered
   • Restrictions existed in previous software products but had been missed during the development of MultiTAS Business Manager

MultiTAS Business Manager Plus only

1. Resolved an issue with program 5.2.1 (Stock Adjustments) where Stock Take field was not updated when applicable.
2. Added Quantity Break pricing functionality to program 6.1.1. (Sales Order Entry)
   • Applies when customers Price Type is set to '0 - Qty Disc' in TAS program 2.1.1 (Maintain Customers)
3. Added Price List import facitility to program 6.1.2. (Maintain Price Lists) so Price Lists can be updated more easily
   • Drilldown on existing Price List (or create New)
   • A new Import button appears at the bottom
   • There are four self explanatory options
   • The format expected is the same as the Price List grid
     • Product
     • Description
     • Normal Price
     • etc.
4. Release 2 only: Fixed bugs found when running program 5.6.3 (Revalue Assemblies).
5. Release 2 only: Fixed bug where Workfile found disappear when running program 5.7.5 (Works Instructions).
6. Release 2 only: Includes internal updated components.

Toolbar

Navigating around MultiTAS is simple using the existing, TAS-like menus - each option is a couple of keystrokes/clicks away. But the new toolbar now enhances this by providing single-click access to the most commonly used options in MultiTAS. And you can customise as required, adding shortcuts to your most used programs so it meets your exact needs.

To add a menu toolbar:

1. Right-click the toolbar and select the menu-option you want to add.
2. To remove one or more of the menu items, click the down arrow beside the new options, then select Add or Remove Buttons > followed by the relevant menu option.
3. To remove an option, select it to clear the tick. Once you've removed all of the required items, click away from the list of menu items.
4. To reset the selection, and show all menu items for that menu-option, click Reset Toolbar.

To create a new custom toolbar, with individual menu items:

1. Right-click the toolbar and select Customise.
2. To build your own toolbar, click New, enter a name for the toolbar and click OK.
3. To add menu items to your toolbar, click the Commands tab.
4. In the Categories list, select the menu-option containing the item you want to add, then in the Commands list, click and drag the relevant option to the new toolbar.
5. Repeat step 4 until all of the options you need are show on the toolbar.

Download

The current version of MultiTAS Business Manager Finance can be downloaded from http://www.infoplex.co.uk/download/multitas

The current version of MultiTAS Business Manager Plus can be downloaded from http://www.infoplex.co.uk/download/multitasplus