To keep HireTrack NX at the forefront of rental management software we are constantly monitoring how the production industry is changing and listening to our customers about how their businesses adapt. We regularly update our software to respond to these industry developments by adding new features and enhancements. This page is generated automatically from our development schedule, and as such publishes all the significant improvements to HireTrack NX since its release.
Means that users no longer get automatic right to Config Book to access these feature, which also makes HireTrack NX more GDPR compliant. The six features are:
Lock / Unlock Jobs
Override Testing restrictions when dispatching items
Audut Trail manual edits
Send Data to Support
Invoice/Order Wizard – Save Default Options.
Zero Unit Price (Default) – Unit Price added as 0.00 and ChargeQty is 1 on Equipment List
Card Rate Unit Price – Unit Price is normal price and ChargeQty is 0 on Equipment List
This allows user to see what the price would be if not booked as part of a package.
Take a look at this screencast that Ryan produced. https://navigator.zendesk.com/tickets/61921. It’s a major pain to have to credit that whole invoice.
Allows users to commission or write CustomEqlistStart() or CustomEqlistEnd() stored procedures so that their own rules for when lists start relative to the job starting can be defined and used.
Zero Rate Parts Pricing (Zero Unit Price,Charge Qty 1)
Card Rate Parts Pricing (Card Rate Unit Price,Charge Qty 0)
Option 1 (default) is how NX currently works
Option 2 allows users to see what parts would cost if they were not part of a package
“Hamburger” icon on top left hand corner of grid now has “Last Modified By” and “Last Modified” options.
Will help fulfill “Report of thorough examination of lifting equipment” certification
Ops Notes to use the definition of the composite on the Equipment List, rather than the Inventory in order to reconcile the Composite Qty from the Components processed.
Only restriction is if a master barcode is linked to component barcodes (Composite Barcodes). In this case the component type cannot be deleted or have it’s Qty reduced to lower than the maximum number of component barcodes allocated to an instance of a Composite Barcode if the Composite Barcode is currently on a job
Makes “Return All” more “focused” on target data
Allows users to continue to filter my Mastercategory or Category in the lower grid.
Helps users identify what’s what.
ISTR it was not like this in Eclipse.
Please see https://navigator.zendesk.com/hc/en-us/articles/360005107114-QBE-Automatic-Parameter-Support for more information
shortcut for users that obviates leaving this field blank
More powerful than performing transfers in the Inventory Book, and with full two stage warehouse operations for dispatching and receiving in, Stock Transfer lists allow multi-warehouse users to permanently move stock, from warehouse A to warehouse B, quickly and efficiently.
Unlike a Global Loans, this stock is not expected to return in the foreseeable future.
Allows user to check availability of component types at other warehouses
snip of code for test / info display
SELECT E.Eql_Name, E.DateOut, E.DateBack
FROM “Sort” S
INNER JOIN SubData D
ON S.LineRef = D.EqlLine
INNER JOIN Eqlists E
ON S.Eqlno = E.Eql_no
S.”Type” = 3624
Will give an indication as to potential design flaws in reports that take a long time to run
Addresses some of the issues raised forthcoming EU GDPR regulations
It can be tedious to scroll past loads of these to get to lists that are coming up.
As well as introducing these improvements, the editing of Email Templates have other refinements to make the process more intuitive.
“All Users” vs “Selected Users” added to the “Select Permitted Users…” drop down.
Offers a quick way to “no quote” for all your Crew or Transport.
Will be particularly noticible when bulk updates on “register tables” like Hetype.nx1, Company.nx1 etc.
Freely entered (un-linked to Address Book entries) email address can be managed from this new interface
Makes HireTrack NX a one stop shop for managing all correspondence about a job.
Allows for quicker navigation in the program.
Gives better oversight over what has been done for warehousing operations, particularly for users wanting to use the new “Quick Warehousing” facilities.
NX now introduces this as a Rule that is then copied to the Equipment List header to give full control over how line discounts are affected by global discount changes.
Displays all the subhires for the list, including Type Description and a hot link directly to the subhire.
If equipment is back but not checked in, the Late Returns component of the available checking algorithm can make a list going out TODAY look far worse than it is for shortages. Option to ignore Late Returns removes any contribution officially overdue kit is making to availability.
‘Display Equipment List Pricing’ option added to User security. If turned off, not only is all pricing information turned, but operations that can affect pricing like changing dates are turned off.
This option designed to facilitate the new “Quick” warehousing options introduced in release 3.1.240.x
Allows user to get back to the default daily price, which is particularly useful when you need to charge for a Warehouse Added item.
“Price Lock My Jobs Only” – users can only edit if they created the job
“Price Lock Any Job” – users can edit any job
If neither options are selected then no editing at all is possible.
When this option is checked a barcode will only be Returned, not Returned and Checked In. This allows system to know that it’s back via a fast “scan of the truck”, and a proper Check In can take place later.
More convenient and less technically demanding than doing this task from the server.
This upload process also encrypts personal data the HireTrack NX database to help meet GDPR commitments.
Also gets around problem of the file server desktop not being available to many users.
Excludes specific components from being processed by Quantity when a composite master barcode is scanned or when the user enters a Quantity against a composite line. This means that barcodes that you don’t want to tie up in a composite barcode can then be scanned for the excluded component.
Makes it easier to scroll through multiple barcodes
If filtering by a type then going to “Manage Barcodes” already selects this type.
So when going to the Items page, if there is no filter set or there is an active Equipment Type, set the filter to be the same as the current type on the Types page; similarly, if the Type filter is active on the Items page, then keep the Types page in sync
The inventory book now displays a graph showing daily rental and subhires usage for the “Get Usage By Day” function.
Exported data is now easier to reference.
Control who is allowed to perform this action.
Helps to prevent user unwittingly returning stock that should be properly checked with a scan.
If the user does this then “listening” apps cannot retrieve data from the control.
As an alternative to entering the Quantity against each line processed (e.g Prepped), users can use the selected column to specify which lines have been completely processed. A “Process Selected” button then operates on those lines.
Master lines are now displayed in bold and with a darker indicator colour.
So if an item is officially located and stocked in to Warehouse 2 but is actually at Warehouse 1 and NOT on LOAN, by switching to “Transfer Item Locations” the barcode will be moved to Warehouse 1 and stocked out of Warehouse 2.
Thus making it easier for a subhire to be put into a roadcase that had processed on a Prep Local note. All roadcases on an equipment list are available to be selected.
Shortcut that allows users to “backfill” all Subhires Arrived/Available and Loans Received via a handy Wizard popup form that now appears instead of a warning.
With “Flexible Roadcasing” turned on Prep Subhires and Loans will see roadcase types that have been booked on a list without the need to subhire or loan them. Moreover, any scanned and “auto-added” roadcases will appear too. This allows subhires to be allocated to in-house roadcases.
Assigning a “Form” to an QBE and a Reporting Group (if user security is needed) will allow users to run the QBE and get results from that form, with a simple grid interface displaying the data.
Helps users work on specific areas of a return.
Although cases cannot be guaranteed to contain what they did when dispatched, now and then it is useful to assume that everything is as sent and then just deal with anomalies at the Check In stage
The above fields are only populated if new Rule RentalCostsAsMisc is turned off. In other words, both Rental and Sales costs will be written to Misc Costs if RentalCostsAsMisc is on; if RentalCostsAsMisc is off then both Rental costs (Prep and Usage cost) and Sales Costs are written to Eqlist.Costs and the three new Jobs costs fields.
makes it easier to work out margins
Although items on jobs are accounted for ins the Stock Check figures, when these are returned users are obliged to add these to the Stock Check in order to be considered seen. Automating this process saves time and removes the possibility of omission errors.
Helps user to understand why a stock checked item is still not on the shelf.
Allows for quicker navigation in the program.
Warehouse Activities (renamed as “Advanced Operations”) now has three tabs: Pending, Overlooked, Overdue. The new “Overdue” gives an advance access to ALL late returns, rather than those up to just 7 days late on the Pending tab (needed for optimum performance)
Levering the power of the in built generic “search form”, numerous “views” of equipment lists that need processing can be displayed. Users can then quickly open a list and use the new “Quick Warehouse” menu to process various operations.
Allows the good scans to just go through so that problems can be looked at later.
Job General, Eqlist, Crew, Transport, Invoice, PO, Misc Cost, Address Book, Venue and Accounts Book have been enhanced.
Give user complete control over which line is going to be processed and is particularly useful when list contains types that are stand alone and part of composites. If selected line does not match barcode type then normal allocation code will kick in.
Although screenshots at the time of error are very useful in providing an insight into what a user was doing, this can compromise confidentiality, particularly in a multi-screen environment
Usage parameters, such as (smart, e.g. “Year to Date”) date range, statuses etc are be stored, per user, so that the user doesn’t have to keep selecting these (or even be prompted for them) when returning to this page.
Day by Day usage available as a drill down, exportable to Excel
Job Types to Exclude option added so that figures not distorted by internal or special jobs.
Sell and Buy rate cards can be quickly updated via a powerful inbuilt spreadsheet interface. Data can be saved to Excel file and re-imported if required.
when creating a new barcode this will default to the default location for the type
this information is also displayed in the new popup for the Remaining column in the Ops Notes, and in the Reserved Barcode popup.
Unlike COM port scanners, USB scanners that can only emulate a keyboard often create problems for users as before scanning the barcode editor on a particular HireTrack form has to have the focus. By checking for a control character, such as Ctrl + B, HireTrack NX can now automatically focus the barcodeeditor and get it ready for accepting the remainder of the scanned barcode.
New button in the “Current Case” header control implements this functionality.
Long awaited enhancement builds upon existing frameworks and user interfaces, creating a seamlessly powerful extension to HireTrack’s business tools
Inventory Book now has Default Subhire Rate and Price Schemes assigned to equipment types. On the Extra Price Schemes configuration page you can now define “Acquisition” schemes that apply to Subhires and Sales Orders and these schemes can be linked to Suppliers in the Accounts Book. A Subhire or Sales Order will use supplier specific schemes if assigned.
Once users have scanned in items and created Returns and CheckIn Notes, they can now open these from the lower grid by simply clicking in the Reference column. Same for the Equipment / Sales List
For customers who have allowed the late returns to get out of control. The facility is security protected.
Users that have custom triggers to generate additional costs that normally need to appear on Quotes may have reason to turn the Inc Quote setting off
Allows users to turn off a check that was added in .250 where if a barcode that was supposed to LIVE (it’s “home location”, not “last scanned location”) at Warehouse A and was in fact being scanned on a Job for Warehouse B (even though it had not got there through a loan) would not be allowed through until a properly warehouse transfer had been performed.
We now have the page number set for the report match the equipment list type:
TWarehouseActivity = (waHire, waJobSubhire, waGlobalSubhire, waJobTransfer, waGlobalTransfer, waVirtualWarehouseBuild);
In other word, users can edit boiler plate text in the report or add their own comments. Editor is a new powerful Rich Editor for HireTrack NX
This new module allows the end user to translate HireTrack NX in to any language of their choice (though only Earth based languages, so no Klingon).
Please see this article.
For further information and instructions on how to run on a Mac, please see this knowledgebase article.
When you search for a job in the warehouse book and all related jobs / subhires are returned including loans
e.g. creating a new eqlist, warehouse for warehouse activities
means that users can then Scan the barcode on the Del Note and if “Allow Case Code Scans” is on then this will scan out all barcodes associated with the roadcase.
Right clicking on one of the summary grids will display a menu allowing the user to export the data in to Excel.
Further information on the Stock Take functionality can be found here
Rule based: OFF, Manually Applied, Automatically Applied
If Manually Applied then button appears on Misc Costs page create/update record.
If Automatically applied then record is created/updated when printing a Quote All, visiting the Misc Costs Page or visiting the Finances page. The latter ensures that its there before invoicing.
Rates for commission set in Accounts Book and there is a rate for each cost centre. If all rates are 0 then the whole thing is ignored on the job.
See original job costing balsamiq to verify nothing else missing.
Please prioritise before release