20/07/2022

Enhancements

Approvals - A Declined option has been added to the Data Filter. Selecting this option will display all the Transactions that have a declined checklist item.

Customers - The Status field has been colour coded. Functionality has been added to generate Account numbers in the format AAA001 (First three letter followed by 001, 002, etc. until a unique number is found.)

Suppliers - Functionality has been added to generate Account numbers in the format AAA001 (First three letter followed by 001, 002, etc. until a unique number is found.)

Inventory Module - Batch Items view - a From column has been added; typically this will be the SO, WO or PO linked to the GR/GI

Item Enhancements

  • The Costing unit is now displayed in the caption of the Costing tab - eg. Costing (1x Ton)

  • A Unit Price has been added to the Costing gridview in the Costing & Pricing tab.

  • The Total Unit fields in the Costing & Pricing tab are now suffixed with the Item's base unit. eg. Total Unit (kg)

  • The Bin Ref field in the Inventory tab has been changed from a text field to an editable lookup field. The lookup list is derived from the Inventory Location setup.

Transaction Enhancements

  • Actions listed under the Actions button can now be applied to multi-selected records in the Transactions list view. Only the Error messages will be executed. The Action will start with a standard confirmation message (similar to Batch Updates) and end with an Information message that will display the number of records that have been updated and the log of error messages for the records that have not been updated.

  • When Transactions are set to: Create a new Transaction = False, you are now still able to copy a Transaction to a new Version.

MRP Enhancements

  • The Date Filter selector now includes future periods - eg. Next Month, Next, Week, Next Year

Service Manager Enhancements - See Service Manager (SM)

  • Text Search has been added to search the SM Responses from the list view. Only the first 100 records that match the string will be displayed.

  • Timekeeping functionality has been added - Start/Stop only; notes must be added to Responses. Active SM records are highlighted in yellow in the list view. A warning message is displayed when you close a ticket with an open timekeeping record. The Show Hr/s filter can be checked to view actual Hours logged against Tickets.

Timekeeping - SM (Service Manager) has been added to the Transactions dropdown in Timekeeping. This can be used to view Timekeeping linked to a Service Ticket or to start Timekeeping linked to a Ticket.

Fixes

MRP - Sundry fixes were applied.

Fixed: Service Manager - The Reference field was not respecting the Read-only status.