06/12/2022
Enhancements
Non-Conformance Reports (NCR) - This is a new module. See NCR
Items > Actions > Remove item from Costing & Options - This new Action will remove the selected Item from all the Item BoMs/Costings as well as from the Options on the Item BoMs/Costing.
Supplier Payments - An Approvals field has been added to the Outstanding Payments gridview, hidden by default.
Estimate Input / Item Costing - Email Excel / Export Grid functionality has been added.
Procurement - A Transaction Setting > Default: Enable Procurement/Purchasing (Y/N - Default = N) has been added. When Yes, a Purchasing band is added which includes: Department, Requestor, Motivation fields. See Procurement
Approvals - When you Request Approval, the Transaction is now also set to the default Approval status.
Transactions - Functionality has been added Batch Update the VAT in the Items View.
My Company - the look and feel of this module has been updated to a more consistent Header/Detail view. The Fax field has been removed. Organigram functionality has been added to the My Company module. See Organigram. Notifications - The Notification settings have been moved from the Settings module to the My Company module.
Timekeeping - When the Start or End Date/Time is updated in the Timekeeping module, the record is now flagged as an override, the same as a manually captured timekeeping record.
Tracker - Timekeeping - Functionality has been added to link Timekeeping to an NCR.
Planning Board Enhancements - See Planning Board
The Work in Progress view has been renamed to Tasks - See Menu Button > Views > Tasks. The Today filter has been removed in favour of using a standard Date filter on the Start Date.
A new Transactions view has been added - See Menu Button > Views > Transactions
A General Setting > Planning Board > Default: Set Qty from [] has been added. This setting determines how the quantity will be assigned to the Planning Board tasks. Options include Service (Default), Assembly, Root Assembly and Estimate.
Customer Acc No. has been added to the Task and Transaction Views, hidden by default.
Output functionality has been added to the Task and Transaction Views. (Default Templates have been uploaded to the Downloads folder - Note: You are not able to output the Routing field as it's displayed in the gridview)
Task Edit Form: The From transaction has been added to the Header. Assembly has been renamed to Root ASM and ASM and ASM Code fields have been added to the Tasks gridview.
Actions - Update Task Est. Qty - this will update all the Tasks based on the General Setting above.
Grid search functionality has been added to the Kanban View
Digital Production Enhancements
An Action to Order by Start has been added - Available when ordering by a Staff member in the Task View.
Drag-drop Functionality has been disabled on the Boards (for now).
The Task lookup on the Timekeeping edit window has been updated to use a containing search.
Start and Due Time fields have been added to the Task Edit window.
Service Manager Enhancements
Functionality to Add/Edit Customers has been added
Functionality has been added to create/Edit Tasks from the Service Manager - use the Action to create the Transactioin used as Tasks. For now, you can only add Custom Items.
An Index was added to improve the performance when selecting a large set of Tickets. The text Search function now only searches the Reference field to further improve performance.
When an SM is copied to a Transaction, the Reference field on the SM is now copied to the Reference field on the Transaction - previously the Category was copied.
Fixes
Fixed: The Delete Task function on the Planning Board > Edit Task Form was not working.
Fixed: The [ASMCODE] tag used to set the Planning Board Description was not working.
Fixed: You were unable to hide the Profit column in the Pricing > Selling Price View.
Fixed: The Task ordering was not working correctly after adding functionality to assign multiple Staff to a Task.
Fixed: The warning about open timekeeping records when you closed the application, was only working if the Timekeeping module was open.
Fixed: You are able to override timekeeping records without flagging flagging them as a Manual Override.
Alternate Captions and a hamburger menu have been added to the Actions column in grid views.
The redundant Transactions > Board -Services view has been removed in favour of using the Planning Board.