17/01/2023
Enhancements
A General Setting > General > Caption for Entities (Singular / Plural) (Default = Entity / Entities) has been added. This is useful to define what your entities are.
Transactions > Procurement - Head and Manager fields have been added to this model. The Department, Head and Manager are automatically updated when the Requestor is updated. Department is selected from Parent level and up, Head and Manager are selected from the same level and up. The Motivation field has been deleted from this model, in favour of using the Transaction Note field.
Transactions > Contract Billing - A Serviced by (CBSUPID) field has been added to this model and is also visible in the Transaction List View.
Entity Filters have now been restricted to show only the Entities that the User is linked to - applicable to Customers, Suppliers, CAA, SAA.
Sales Trends - You are now able to view a Sales Budget in the Sales Trends report. The Customer, Rep and Product filters can now only be selected one of them at a time.
Job Summary - The Progress indicator is now grouped by Cost Centre.
Timekeeping - The Date filter now checks for records that Start or Finish in the selected period. (Previously only the Start date was checked)
Transaction Checklists can now be created/updated directly in the Transactions Setup module. The Checklists menu item has therefore been removed.
Items Enhancements
The Classes module has been moved to Items > Menu (button) > Edit Classes and now only applies to Items. (Classes have been removed from Cost Centres and from the Menu Manager). Classes now serve as a group for settings and user-defined fields that can be linked to multiple Item Categories. The Input field on Item Categories has been moved to Data Type on Item Classes. NB. Classes / Data Types need to be manually updated after upgrading.
The Description/Note Formatting options in Classes can now also be applied when the Class is linked to a Data Type - Applies to Materials, Fasteners and Assets
Costing - Functionality has been added to right-click on items in the Costing and Open Item Dashboard.
Checklists - Simple Pass/Fail checklist functionality has been added to Items - linked to Classes. The Data filter can be used to view All/Fail/Pass records. When Fail is selected, the Checklist field displays the approval progress.
The Y/N Status has been changed to a lookup list of Active (Blue) and Inactive (Red).
The Customer Location field has been added to the list view, hidden by default.
Inventory - Replenishment View Enhancements
A Date filter has been added and the following fields have been added:
Bin No
Unit Price - Inventory Unit Price
Value - Unit Price x In Stock
Received - Calculated for the selected Date Period
Issued - Calculated for the selected Date Period
My Organisation Enhancements
My Company has been renamed My Organisation.
The Entities setup module has been moved to My Organisation.
A Work Shifts tab has been added - this functionality is used in the Planning Board.
A number of tabs that contain information used on Output templates have been consolidated under the new Output tab.
A Type field has been added - select from Reactive, Proactive or Development.
A Department field has been added - lookup from Departments in the Organigram.
A Staff > Trainee option has been added.
Entity links have been added.
A Data Filter has been added for Entity.
Additional Types have been added: Company, Branch, Department, Head, Manager, Staff and Trainee.
A Gridview with data filters has been added.
An Editing view has been added.
Planning Board Enhancements
The Working Hours fields on Stages have been removed in favour of linking Stages to a Work Shift.
The WiP Views have been removed from the left panel on the Board View in favour of using the Transaction Views - the Summary View remains in the left panel.
Functionality has been provided to add a custom Group field to each Stage, visible in the Tasks View.
An Action has been added to calculate the Task Start and Finish Dates. This Action works backwards using the Job Due Date and the linked Work Shifts.
Custom Actions can now be added to the Planning Board in the Actions module.
A warning has been added to check for the default Part-complete in the Stages edit form.
Budget Enhancements
Budgets now default to 12 month period from the Start Date
Tracker - Timekeeping Fix
Fixed: The linked Service was not populated to the Timekeeping record when the Planning Board Timekeeping mode was used.
Fixes
Fixed: The Company lookup was blank on the Staff records after a new Company had been added.
The redundant Note field has been removed from Entities.
The Batch Updates for Work Processes 'Director' and 'Manager' were using Add/Clear buttons instead of Update buttons.
Transactions > Summary View - The Total field has been changed to show the Total exc. VAT in local currency.
The VAT % field in Transaction Items has been updated to show up to 2 decimals.
The Tracker settings have been removed from the Settings module - they can be updated in the Tracker module.
Fixed: The 'Hide Blanks' filter in the Inventory > Default View was not working correctly.
Fixed: An ... field PRODCODEID not found... error was returned when opening the Job Summary from a Transaction.
The query that selects transactions was optimised to improve speed when opening large datasets.
Fixed: When a Customer Transaction was copied to a Supplier Invoice, the Customer Order No field was copied to the Supplier Invoice No Field.
Fixed: When the Timekeeping module was searched for a transaction number, the filter did not revert to the default Today.
Fixed a spelling mistake in the Planning Board > Timekeeping View > Batch Updates