15/11/2022
Enhancements
Bank Import - A SA FNB - No FITID Check (.ofx) import option has been added - when this option is used, the entire file is imported, regardless of duplicate FITID numbers.
Transactions - Linked Staff - Functionality has been added to link multiple Staff to a Transaction. Currently, this functionality is only available on Task Transactions in the Production module. When a Transaction is copied, the linked Contacts are copied too.
Transactions - BCC Email - A Transaction Setting > BCC Emails to the following address has been added. When the setting contains a valid email address, all the emails that are output from the selected transaction will be BCC'd to the address.
Email - Entity Stationery - A Generic Email Stationery setting has been added to Entities. Email Stationery is selected in priority of User Setting > Entity Setting > General Setting.
Item Summary > Inventory > Batch Items - The following fields were added: GR Date, GR No. Unit Price, From.
Email Excel (Treeview) - The functionality has been updated to export treeview grids without expanding the nodes. eg. IS, BS
Suppliers - A Discount (%) field has been added to the Suppliers > Accounting tab. This field is used as a settlement discount in the Supplier Payments module.
Work Processes - An Hr/s field has been added - this is used as an indication of the duration or service level of a task.
Timekeeping - Batch Update functionality has been added.
Supplier Payments Module (SPM) - See documentation for this new module here: Supplier Payments (NB. Foreign Currency Supplier Payments with Discounts are not supported at this stage)
Production (Digital) Enhancements
Timekeeping - When a Timekeeping record has been stopped, it now becomes read-only. The Delete and Unstop actions have been moved to buttons in the footer. When you Unstop a Timekeeping record, the end time is deleted and the record becomes editable once again.
An SM No. field has been added to the Tasks grid view, hidden by default. The functionality to Open SM Ticket has been added to the Tasks menu.
Tasks - Assign - Multiple Staff can now be assigned to a Task on the Task edit form.
Project View - Status filters and Show Hr/s have been added to the Task panel in the Projects View.
Links and Attachments can now be added to a Task using the Task Edit Form.
Planning Board Enhancements
The Routing field in the Work in Progress view is now displayed by default.
Transactions - View/Edit Production Planning - You are now able to open the Planning Edit Form from Transactions that update the Planning Board - See Menu (button) > View/Edit Production Planning.
The Data Tags in the General Setting that generates the Task Description have been updated.
[TRANSREF] - Transaction Reference
[ITMDESC] - Transaction Item Description
[SERDESC] - Service Desscription
[ROOTASM] - Root Assembly Description (First level Assembly)
[ROOTASMCODE] - Root Assembly Code (First level Assembly)
[ASM] - Assembly Description (Direct Parent)
[ASMCODE] - Assembly Code (Direct Parent)
Tracker > Timekeeping Enhancements
The Complete/Spoiled quantity has been added to the Queue in Planning Board mode.
The Checkboxes in the Pause/Resume module have been enlarged and icons have been added to the buttons.
Fixes
Fixed: The Planning Board Search function was executed after each letter/number was typed which caused delays.
Fixed: When a Task was set to Complete using Batch Updates in the Work in Progress View, the Tasks still displayed on the Board.
Optimisation - Added an index on STATUS.LEDGERID and optimised queries to speed up the bank import.
Fixed: A ...Stock FK Error... was in some instances returned when creating a Transaction from the Bank import.
Optimisation - The Links (button) dropdown menu now only populates when the button is clicked (previously it was populated each time you saved the transaction). Links have been limited to a 12-month period prior to or after the transaction date.