new 5.0

[Guest]

the new 5.0 disks should be arriving at your office soon. we got ours today, though since we loaded the original version it is not going to help us.

somewhere soon you are going to need to load the latest version. I would guess you want to be done before the new year, just to get use to things before the ADP processing begins. Being realistic, I would hope you can target doing this within the next month.

All that being said, watch out for the following:

vesting tables. if you can set your plan to a predefined table, do so! e.g. if you have code a 2/20 schedule and plan specs says 'predefined table 'none' ' then change it to 2/20. you do not have to rerun eligibility at the warning prompt.

probably the easiest thing to do is create a crystal report and selct out those plans where predefined table is set to 'none'

obviously you will have some tables that can't be named, but believe me, you won't regret setting these.

there was nothing in the update documentation, nor in the fix list, but it is recommended by support to not use the new user defined fields.

distribution logic has not been fixed yet. this is noted amongst the fix list. in other words, don't code someone term & fully paid out, and then run a distribution. the person will be treated as 0 vested.

you MUST make sure your custom reports are updated before converting to 5.0, and then again afterwards if you used vesting percentages in any reports. the general process of updating them is not bad (the documentation is improved), however be aware that Crystal has changed quite a bit.

suppressed items are no longer grayed out, and you should not have your report open in Quantech and then try to make changes/save the report in Crystal. the report will be saved as a Temp file. not sure why Crystal made those changes, but I have found them to be a real pain. Just moving things around seems a little more difficult.

good luck!