Highlights of the General Release, PTF 610

User Conference Announcement

The 2010 Enrich Maintenance User Conference will be held in conjunction with the NationaLease Maintenance Managers Meeting which is scheduled for Tuesday May 18, 2010 in Lincolnshire, IL. The Maintenance Users conference will explore new pricing and servicing methods, enhanced hand-held capabilities for completing service sheets, a new reporting module, a maintenance round-table discussion, and a review of major enhancements that were completed in 2009. The focus of the conference will be functionality that is available in the PTF 610 release.

Upgrade Notes

This Highlights document and the corresponding Enhancement documents only contain enhancements that have been completed after PTF 607. Clients who are not upgrading directly from PTF 607 should also review the Enhancement documents from previous versions. These are available in the Enrich User Group Discussion Forum or from the help desk.

You will not be able to install PTF 605 or later PTFs into any environment without an authorization code.

It is important that you make a current backup of libraries prior to applying PTF 605 and greater.

Financials

You can now send Positive Pay information to Wachovia Bank. (Log 16181)

Fuel Tax

Billback amounts have been added to the Permit Renewal report. The report will print in the same order as the screen when displaying a batch. (Log 12120)

Equipment Maintenance & Materials

As of this release, all outstanding 2009 Maintenance Managers’ wish list items are now available including:

• The Slow Moving Inventory report now prints the last work order issue date. (Log 16289)
• The Cost Per Metric report can be printed by contract type. (Log 16318)
• The Labor Management report has the option to include labor that was manually entered on a work order as well as ETK time. Previously, only ETK time was included. Additionally, 'unpaid' hours are no longer included when calculating utilization percentages. (Log 16259)
• The generation of PM letters can be specific to certain PM categories. Previously, all PMs printed on the PM letters. (Log 16311)
• The PM forecasting has been modified to allow selection of a list of PMs; additional PM categories can be chosen; and users can decide if the list is to be excluded or included when running the report. (Logs 16298, 16310)
• A new function has been added to control how the re-evaluation of billable work order lines should work. (Log 16378)

Lease Rental

New functionality is being provided to improve how rental rates are set up and maintained, how rental contracts are created and billed, and how you are able to analyze the resulting information. Here are a few of the major enhancements:

• In rental price books, you can now identify which days of the week customers are invoiced for. For example, weekends are non-chargeable, statutory holidays are excluded, or customers are invoiced for all 7 days. (Logs 16275, 16276, 16505, 16274, 16433, 16507)
• There is a new Quick Check In process which is intended to make the return process much faster for the customer. The Quick Check In process requires minimal information for a unit to be returned. This is ideal for after-hours returns when the shop is responsible for completing the return, as access can be secured to this one function. (Logs 16391, 16405, 16418, 16461, 16510)
• You can now set up one or more “base rates” for each contract type. Each base rate may have other rates reference it or be associated with it. These associated rates may represent rates common to a group of customers and/or locations, or they may represent rates for a specific customer or location. Associated rates may represent rates discounted or surcharged over the base rate, and may be reported as a monetary value or a percentage of the base rate. Associated rates may be referenced by other associated rates, forming a hierarchy. Following rates up this hierarchy from any associated rate to its referenced parent rate will ultimately lead to a base rate. (Log 16262)
• You now have the ability to identify an "effective to date" for purchase orders. New functionality using that date allows you to track and manage purchase orders that are for a period of time, including multiple consecutive purchase orders for rental contracts. (Log 16281, 16364, 16536, 16831)
• The Book of Business concept has been added to identify sales managers who each have a book of business, meaning a group of customers. To allow for ad hoc reporting and future rate review reports, each customer can be assigned a book of business code indicating that customer’s sales manager. (Log 16350)

Emconex

A new Signatures panel is available that, when incorporated into a script and using a touch screen device, will capture and store the signatures.

Enrich Service Announcements

System Health Check reports are also available to any customer upon request. The reports concentrate on how well enrich is configured and used in key ROI areas such as Warranty, Preventive Maintenance, Inventory, Contract Inclusions/Exclusions, and Rental Substitutions.

Web conferences are available free of charge to review any enhancements; we will demonstrate the function, discuss setup options, and review how organizations can best take advantage of the enhancement.

To arrange a web-conference, request additional documentation or a system Health Check report, please contact the Enrich Help Desk (email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it , phone:403.297.1682).