04/04/2023

Enhancements

Item Dashboard - A Unit Price (Stock) field has been added, hidden by default. This field displays the Stock Price at the date of the Transaction. The Unit Price (Base) field has been updated to display the price for the Base Unit in Local Currency - previously, it was not converted to Local Currency.

NCR - You are now able to link an NCR to both a Customer and a Supplier - previously, you were only able to link an NCR to one Company: Customer or Supplier, depending on the Type.  The Customer and Supplier groups can be turned on/off in the Sections lookup. The Trans - Rework transaction lookup is now available on Supplier NCR Types.

Production - Timekeeping - When you stop an active Timekeeping record in the Production module, you are now able to edit the End Date as long as it doesn't exceed the current time. This can be used to rectify timekeeping records that you forgot to stop.

Planning Board - Busy tasks are now excluded from being automatically set to ready when the previous task is completed.

Transactions - Inventory Issue Items: The Unit Price now uses the generic procedure to get the Stock Price. 

Service Manager - A Date field (Date as Month Year) has been added to the Listview - eg. Jan 2023. The Last (d) is now set to blank and the Open (d) is now set to the days between Date Created and the last Response on Complete or Cancelled SMs.

Sales Opportunity (SLS) Enhancements

• When the Activity in the Edit window is filtered to Flow or Customer, the Linked Transaction No is now also displayed.

• The Last (d) and Open (d) fields are now displayed in the footer of the Edit Window.

• When the Add Activity button is clicked, the Edit button is automatically clicked if the Opportunity is read-only.

• The Sales Activity report now only displays activities linked to Sales Opportunities.

• The upgrade script now inserts a default Lead Source lookup list if the lookup list is empty. It also links existing Sales Opportunities to the Rep - previously, only the User was upgraded.

• Add Transaction has been renamed to Create Transaction.

• Sales Opportunities are no longer read-only when Complete or Cancelled.

• A default lookup list is now populated for Lead Source if the lookup is empty. 

• The Referred by lookup now displays in the following format: Name (Company)

• The Probability is now updated when the Status is updated if the new Status has a linked Probability.

• The Activity Type lookup is now filtered according to the Data Type selection in General Settings.

• A Date field (Date as Month Year) has been added to the Listview - e.g. Jan 2023.

Cost of Sales - Ledger transactions can now be allocated as Expenses to Projects (Transactions) - see: https://sites.google.com/quickeasysoftware.com/bosenterprise-learning-centre/reports/costofsales 

Pricing - Inventory Prices Enhancements

• The Variance column has been renamed to Var - GR, and a Var - SP column has been added to show the variance between the Supplier Price and the Inventory Price. A Show Qty filter has been added, unchecked by default allowing you to speed things up when the Stock Qty is not required.

When a new Inventory Location is automatically added, the Stock Unit Price is set according to the following rules:

• Select the first price from another location linked to the same item

• Select the first Cost price linked to the Item with a matching Unit - If foreign currency, the price is converted to local currency.

• Select the first Supplier Price linked to the Item

Fixes

Fixed: The Req Date field on the Transactions Listview was sometimes incorrectly highlighted in red.

Fixed: When a Menu Item was deleted in the Menus module, the Menu was not updated.

Fixed: Custom Reports - when a filter was changed, and the View button was executed without exiting the filter (e.g. by clicking Enter), the filter was not updated with the selected value.

Fixed: The Checklist grid (top-right) was displayed on Transactions Edit Form after all the Checklist items for the Transaction had been deleted. 

Fixed: When an Approval action failed, the 'Role' was referenced in the confirmation message - it should be 'User'.

The redundant Dock Left and Dock Right menu Items have been removed.