New For SAFE SQL9!

SAFE just keeps getting better and better! SAFE SQL, the ninth major release, has over 75 new features!

If you are upgprading
from a previous
version of SAFE

Read This FIRST!
Read NEW451.PDF BEFORE upgrading!


General Improvements

 

Instant Messaging!

Expanding on the Broadcast Message feature already in SAFE, you will be able to instantly send a text message to any active SAFE user including Remote Office Users! Additionally, each message can be stored as an Activity and linked to a SAFE transaction (such as a Sales Order, P.O. or Vendor Bill!)

This feature will let you communicate faster, but also document your communications between co-workers to help prevent ideas and information from 'falling through the cracks.'

Search!

How many times has a customer called with a question about an order and given you a number that leads to searching in four different places to find what they need?

Capitalizing on our XML technology, SAFE now has a Universal Finder; The Mother Of All Browse Boxes. Open the UF, type in any number or code, and SAFE automatically and instantly displays all the various transactions and records that reference that number or ID!

Double click on a line item and open that transaction for editing, printing or review!

User-Defined Business Reminders!

You can now add custom entries to your Calendar or to the Business Reminders Calendar. In addition to the traditional SAFE scan for various actions that need to be taken, any user can also add non-specific events to this list.

Drag And Drop Calendar Tasks!

You can now update your Calendar with Activities directly from any transaction screen. For example, if you are in the middle of a Sales Order and want to remind yourself to check for the return of artwork on the seventeenth? Simply place your mouse over the Return Artwork check box and drag this over to your calendar on the seventeenth! An Activity will automatically be added to your Calendar so you won't let anything fall through the cracks.

Share Your Calendar!

Whenever you add an Activity to your Calendar, you can now also add the same Activity to co-workers' Calendars (if they have given you permission to do so, of course.)

If you go on vacation, you can copy your Calendar to another User's Calendar for a range of dates with one keystroke.

Inventory & Forms Management

Prior Period Auditing

 

This finally rounds out the process we started in SAFE/7 - where we began storing period by period snapshots of forms usage. However, until now this was limited to products under forms management for specific customers. Now, all products, for general inventory as well as managed items are tracked for each accounting period.

So now, all products; regardless of ownership, can store a beginning and ending balance, usage and value for each period at each Site. And each product can store an unlimited number of periods of summary information. Also, each period's information can be locked. What it all means:
a. You can store and review an unlimited number of periods of summary information for each Product and Site. There is no more two year limitation on usage reports.

b. Products Usage can be locked at the end of every G/L Period just like A/R and A/P. Note that this lock is completely independent of a customer's forms management period.
(Let's stop right here to clarify: If a product is customer owned or under forms management for a customer, the product will be tracked twice for each period---once according to the customer's accounting period---which can begin on any day of the month, and also according to the G/L Period; again just like A/R and A/P. Therefore, you'll be able to run Forms Management Reports from your customer's point of view---their accounting period, but also from your point of view---your accounting period.)

c. And again, like in the G/L you can make adjustments to prior periods, but only if the period is unlocked. When a period is locked/unlocked is tracked by TransLog (you do have Translog, right? ;) )

Sales Orders

Instant RFQs

 

You can now create an RFQ directly from any line item on any Sales Order, simply by dragging and dropping the line item onto the Request For Quote Browse. The RFQ can be for the same customer, or you can edit the information to suit a new prospect with similar needs.

Accounts Payable

Customer Account # On Cash Vendors

 

You can now insert a Customer Account Number when creating a One Time (Cash) Vendor. This ID is migrated when you convert to a permanent Vendor.


How To Obtain This Upgrade

1. To obtain this upgrade, go to www.suntowersystems.com/downloads/safeee/setupex.exe Run this program on your server.
2. There are new passwords for this upgrade. Your existing installation password will not work! Please contact us for an updated password.
3. If you have any custom forms from Suntower Systems do not run SETUP until you have received updated forms from us!
4. It is critical that you backup your complete SIMPLE folder and your SQL Server databases before you run SETUP. If your SQL Server database is not stored under the SIMPLE folder, then that must also be backed up.

Note: Make sure you have a complete backup of your SQL Server database. Many backup programs do not properly back up SQL Server databases! The surest way to make a database backup is from within the SQL Server Enterprise Manager!
5. When you run SETUP, read the installation options carefully so as not to overwrite any existing data! Install only the Program and no data files besides the Sorts and Filters!
6. As we have been saying: you will not be eligible for this upgrade if your RSS subscription is not current. You will be charged an additional $180.00 to upgrade to SAFE 9 from SAFE 8 if your support contract is not current by May 15, 2006. If your version of SAFE has not been upgraded to Version 7, you will be charged an additional upgrade fee to receive version 8.

IMPORTANT STEPS TO FOLLOW WHEN UPGRADING!

1. Backup your current database before you begin!
2. Test your backup!
3. Install SAFE SQL 9.0, making certain that no users are logged into SAFE
4. Open SQL Query Analyzer
5. Open the "SQL 9 Database Update Script.SQL" file.
6. Press <F5> to execute this script and convert the database to be compatible with SAFE 9.
7. Close SQL Server Query Analyzer and start SAFE 9.
Congratulations! You did it.

What's Next?

Want to know what's up next for SAFE? While we're not prone to discussing 'vaporware', we do update Simple Accounting four times per year, so we do know which features are coming with the next minor update. To find out, click here:

What's Next For SAFE?


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