Scalable COmpany Order Processing System

Look to this page for events regarding S.CO.O.P.S.

Pricing & Download Page                   Support Options Page

June-August 2005

All Modules -  Converted to Clarion 6.2.  Significant issues arose with the timing of warning messages on field selection creating recurring loops.  Conversion completion not expected until 2006 due to workload.

March-April 2005

All Modules - Converted to Clarion 6.1.  Extensive changes to the data dictionary to facilitate conversion to an SQL database engine in the future.  All modules were adapted to the new dictionary.

New Sales Rep (SR) Module - Provides access to the logged on representative's sales performance, sales tools and reports.  Provisions have made to allow sales managers to select the sales rep for discussion and audit purposes.  Ships as a component of the SM Module.

SM Module - Added 6 more commission levels (total of 12 break levels possible) to Master Commission records.  Modified commission computation applications and reports to reflect the new levels.

April - September 2003

SM Module - The Sales Management Module has been modified to allow it to be sold as a standalone program with new:  user-defined import formats, extended commissioning features, the use of commission banks, and better global control and much more.  SCOOPS Sales Management System (SSMS) will be available in the near future for beta testing.  Those interested in being part of the beta test should use the feedback form.

OEB Module - Modified to accommodate the new commissioning process.  Added the ability to split commissions between as many as four sales people on an invoice.

Expense Reporting Module (ER) NEW! - Incorporates electronic approvals for authorizers, user-level entry until submitted for approval, unlimited line items, complete control of the authorization process.  To be sold as separate module to SCOOPS.

February 2003

Distribution of SCOOPS limited to the Chicago, Illinois USA area.  It will not be distributed overseas or to those who do not intend to use it.  Distribution is by FTP download only.

October, November & December 2001

On-going enhancements curtailed until there is more interest from the public.  Corrections will continue to be made as needed.

It seems we have fallen victim to the 'better mouse trap' syndrome.  The only requests we are receiving are from overseas.  We would welcome inquiries from organizations who would like to partner with us to market SCOOPS.   Please use the feedback form.

September 2001

OEB Module - Modified order entry and invoicing to allow selection of only subsidiary clients for ship-to, and to allow selection from multiple ship-to addresses.  Ship-to addresses may be individuals or companies that your client wishes to drop-ship to.  

Modified Client selection windows to display different colors for Active, Inactive and Credit  Hold clients.

Web Site - Added Quick Tours for SCOOPS and Setup developed with Qarbon's ViewletBuilder software.  Gives the visitor a feel for the software.  We expect to enhance these tours in the future.

August 2001

Global Enhancement - Added logic to applications to preview/edit attachments based up the file type to program association as defined within the Windows environment on the workstation.  The file must have an extension like doc, xls, txt, etc.

eMail - Created email application integrated with Contacts that allows emailing the same message to multiple contacts without disclosing all the recipients that the message was sent to.  eMail is available in the Contacts Module and in the Sales Management Module.  An unlimited number of Contacts can be tagged and untagged by double-clicking on the record.  The application requires a Microsoft® email product that is properly configured for the user's email account in order to function.

Setup Module - Added GL Account Export and Import utility.  Allows the user to define the format of the import file.   Contains appropriate reports and on-line help.

GL Module - AP:  Added Batch Entry of invoices and an optional report.  Allows for the repeated entry of invoices for a day(s) and then posting of the batch to update the GL Accounts.  Modified the Scheduled A/P process to recognize the setting in the Vendor record for Forced JE Review.

Vendor Module - Added default Transaction Type to the Vendor record for use by the Batch Entry process.  Added the option to force review of Journal Entries for a Vendor.  This option is great for those Vendors whose invoices must be posted to several GL Accounts.  Invoices for a Vendor that has this value set to Yes will not be available for A/P Batch Entry.

OEB Module - Added Picking Confirmation process.  Generating Picking Tickets and Picking Confirmations are built-in to SCOOPS.  You can turn Picking on or leave it off.  If set to on, Picking Confirmation will have to be done for all orders before invoicing will be permitted.

July 2001

Contacts - Added secure utility to repair the referral tree for contacts and recalculate contact attributable sales dollars.  Added Clients by Referring Contact report.

Clients - Added secure utility to recalculate sales history dollar values carried in the Client record.

June 2001

Pricing - As of June 25, 2001 you may download and register the SCOOPS Base and GL Modules FREE!  There is no free support!  There are no free software updates and/or patches.  The software must be licensed in the normal fashion.  The client may purchase a Technical Support Incident Package (TSID) and Software Support for SCOOPS if support is desired.  Support Page 

Web Site - Added Support page with pricing and order form, modified Pricing and Download request page for FREE offer and added Project & Job Cost Module pricing, added secure Client FTP login and download selection pages.

Total System - Completed system upgrade to Clarion 5.5d for all programs.   This update enhanced speed and memory usage.   Added Report Tracker view images of reports contained in SCOOPS.  Added the new How To program under the help topic for each module.  This program provides an easy reference to common and likely questions a user may have and provides the answers.  Answers also link to the help files where appropriate.  Both Report Tracker and How To data sets are designed to be updated by downloading updates from our Client FTP site (only available to Software Support subscribers).

Reviewed all windows for default positioning.  Created a utility available from the main SCOOPS window help menu to remove one or more of the ini files from the user's PC.  This was deemed necessary to allow for changes in the resolution setting for the PC's monitor by the user.

Created SCOOPS Workstation Setup utility to allow running SCOOPS programs locally or from the shared drive.  Running the programs provided a significant improvement in performance.

Completed a secure System Uninstall utility to completely remove SCOOPS programs and data files.  The utility creates an audit trail record of unauthorized attempts and unsuccessful attempts.

Completed a secure Workstation Uninstall utility to use on PCs on which the SCOOPS Workstation Setup utility has been run.

GL Module - Enhanced the Setup AR and Setup AP functions to streamline the update process.  Created two new utilities available to the SCOOPS Administrator for cleaning up dangling records that may result from improper use of the Setup AP functions.  AP:  Added Aged AP Detail and Summary Reports to available reports.  Ageing is out to 120 and 90 days respectively.

Security Module - Added Workstation Control Record maintenance procedure to the SCOOPS Administrator to force users to rerun the SCOOPS Workstation Setup before allowing access to data files after downloading updated programs and related files.

May 2001

GL Module - Bank Account Reconciliation:  This new on-line feature was added with its own comprehensive help file.  It is automatically available with the licensing of the GL Module.

Inventory Module - Expanded the Item ID field from 20 to 25 alphanumeric characters to accommodate conversions from custom software systems.  Made the necessary adjustments to related files and reports for the new field size.

Services Module - Added an independent Time Keeper program that allows the posting of time manually or automatically to Call or Work Order tasks.  The program is accessible from within the Services module as well as independently.  Provisions have been made to accommodate posting time records to the Project & Job Cost Module when it is released.

Project & Job Cost Module - Started development of an integrated Project & Job Cost module for S.CO.O.P.S.  Will track time, materials and costs by Project/Job while providing budgets and analyses, and comprehensive reporting.

Reseller Area - A secured area for resellers was created within the SCOOPS web site.

April 2001

GL Module - A/P (Disbursements): Added use of other payment methods to accommodate wire transfers, credit cards, etc.  Modified reports to handle the different payment methods.  Journal Entries (JE):  Added cloning (with or without dollar amounts) of manual JEs.  Added automated reversing JE creation and posting for manual JEs on date set by the user.  Checking: Added Checking Control to set default bank accounts for AP and Refund checks, default check format for both Laser and Dot-matrix checks (SCOOPS or Custom), Default check selection (Laser or Dot-matrix), and locking the check printer to be used.  Added custom check layout utilities for both Laser and Dot-matrix checks.  Both custom check utilities have test preview before printing.  Help files were updated and/or created for these enhancements.

GL & Management Modules - Trial Balance and Income Statements were moved from the reports menu to the Additional Reports module for both applications.  New comparative Balance Sheet and Income Statement reports were developed.  The three year comparative versions require the use of Microsoft® Excel 97 or higher with the templates provided to generate short or long forms of these documents.  Same-year-different periods and two- year-same-period reports do not require the use of spreadsheet software.  The Chart-of-Accounts in the Additional Reports modules allows the printing of dollar amounts.  The version available on the main window of each module does not print dollar amounts.  All reports require a high access level.  Extensive setup instructions were incorporated into the help file created for these reports.

March  2001

Manual - Completed design and layout of users manual.  Completed introduction, preface and Setup chapter. 

Other Documentation -  Created application to log and view the reports within SCOOPS.  Report images are included.  Completion of the full documentation is anticipated in May.  There are quite a few reports.

GL Module - A/R and A/P:  Created Transaction Control record which provides for password protection of these functions.  A separate password exists for each.  The password is required to access the add, change and delete processes.  The user enters the password only once during the session in either function.  Exiting the function and returning requires re-entry of the password.

February  2001

CLIENT Module - Added 12-month purchase and payment history to Client Update Form.

GL Module - Added pop-up window presenting Client purchase and payment history for all time, last 12 and last 6 months to A/R Browse screen.

January  2001

Significant enhancements were made in a number of modules:

Purchasing Module - Completed the help file and added PO Follow-up file to prompt for and record follow-up activities on POs.

OEB Module - Separated the Order Entry and Invoicing functions.  Invoicing requires password entry.  Added automatic calculation of discounts based on Terms.  Added Picking Ticket printing option.  Added requirement that the status of an SO must be set to In Picking before it can be Invoiced.  Added price override password for selling an item below calculated price.  Made some functional as well as cosmetic changes to SO Header and SO Detail Line windows.  Added Store No to SO and Invoice Header records. 

GL Module - Added the ability to handle multi-level discounting to A/R and A/P with significant changes to applying Client payments and making disbursements.  Added a Transaction Control record for maintaining settings for handling A/R and A/P discounts.  Sales Tax structure changed significantly to accommodate multiple Tax ID's for Stores.  Created new Sales Tax Report allowing up to 10 Tax Classifications for sales dollars per Tax Authority.  Created new Cash/Revenue report allowing the dynamic GL account selection based on a range of dates.    Added A/P Discounts Audit Report.  Modified the GL help file for changes and additions above.

INVENTORY Module - Added Inventory Control Table to the dictionary.  Added secure Pricing Method to Inventory and related fields to record definition.  Added secure Manufacturer Pricing Update application that replaces pricing method and recalculates sales price (Markup pricing only) for Manufacturers products on a selective basis.  Added secure Selective Pricing Update application to provide for adding a fixed dollar amount or percentage increase to selected Inventory Items.  Added Pricing History Table to retain and report the status of price changes made using the new pricing applications above.  Reorganized the Inventory Update Form to accommodate new fields.  Manufacturer Record expanded to include Pricing Method, Markup Percentage, Price Rounding Value, Sales Price Cents and Price Update on Receipt Flag.  Added Pricing History browse.  Added Shipping UOM and Number of Sale UOM to Shipping UOM.  Tightened controls in the receiving function for Purchasing interface and added password entry to it.  Modified Inventory Help file for additions and changes above.

VENDOR Module - Vendor Record expanded to include Pricing Method, Markup Percentage, Price Rounding Value, Sales Price Cents and Price Update on Receipt Flag and established requirement that Markup Pricing Method used by a Manufacturer MUST have a matching Vendor Record.  Help file modified to reflect the changes.

IC Module - Added IC Help file to available items for the module.  Corrected minor cosmetic issues with some screens.

CLIENT Module - Added password requirement for change to credit limit field to coordinate with OEB Module security.

CONTACT Module - Added help file and made some cosmetic changes to reports.

SSU Module - System Setup Module changed to incorporate the changes and additions above.  Help file modified accordingly.

Other - Added help file for use by Company Calendar and Personal Calendar used in several different modules.

December  2000

The decision was made to bundle the GL Module with the Base Module as a separate item in our price list.  Special pricing will apply to this bundle.  Each module will remain available for stand-alone purchase for the foreseeable future.

Based on feedback from our users, we grossly under-priced SCOOPS.  Prices have been increased to reflect about half of the sales price recommendations from those users.  The new pricing is effective immediately.

Purchasing Module - The module, without a help file, was made available for licensing.

OEB Module - Added Billing Control File to the dictionary for maintaining key information for Billing.

OEB Module - Added the ability to print an invoice on a dot-matrix printer using pre-printed forms and the ability to choose which fields print and where they print.

OEB Module - Added ability to over-ride credit limit hold for printing Invoices based on Billing Control password.