30/06/2022
Upgrade 22.01 - Exe and Script - 30/06/2022
Enhancements
Customers - A standard warning has been added to the Customer edit form. This can be replaced by a Custom Warning using the General Setting > Alerts > Customer Warning Message. This can be used to warn users when the data required for a Customer is blank or incomplete.
Items - A standard warning has been added to the Items edit form (Blank Description and Duplicate Code). This can be replaced by a Custom Warning using the General Setting > Alerts > Items Warning Message. This can be used to warn users when the data required for an item is blank or incomplete.
Item Categories - a new setting Costing Variables has been added. This allows you to explicitly enable/disable the Variables/Options functionality in the Costings. NB. This setting is False by default and will need to be updated after this upgrade has been executed.
Approvals - Status - You are now able to add multiple Default = Approval statuses to a Transaction. The Approved captions have been renamed to Updated in the Approvals module.
Ledger - Updated - An Updated (Timestamp) column and data filter have been added to the Ledger Transaction and Transaction Items Views. The triggers to set the Updated value have been improved to work on changes to the Transaction Item, Checklists, Allocation, Payment Schedules and Estimates.
Timekeeping - a Km field has been added - to the edit form and the grid view. Multi-select has been enabled in the list view.
CRM - A Km field has been added to the Sales Activity dialogue. This field will only be accessible in a custom report for now.
VAT Control - a Refresh button has been added for the Outstanding transactions list. (You may need to restore the default layout to view the Refresh button)
Inventory module - The Item Status field (Checkbox) has been added to the Inventory Module > Default View - hidden by default.
Daily Sales Summary - The month sales fields have been shaded to distinguish them better from the day sales.
Estimating - The button to expand/collapse the estimating review has been split into 2x buttons for expand and collapse.
CSM has been renamed to Service Manager (SM)
Functionality has been added to select [] Customer or [] Internal when creating a Service Ticket.
The setting that identifies the transaction used to procure parts has been removed. When you copy to any transaction, you will be prompted to add the multi-selected Parts/Spares to the Transaction.
Fixes
Fixed: CSM - The field to record meter data was displayed even when the Asset did not use meter data. The caption of the Meter Data field was displaying incorrectly when the Meter Data was set to Hours or Km.
Fixed: You were able to Decline a Transaction Checklist even when you did not have access to Approve it.
Fixed: Edit controls on the CRM new Customer dialogue were not sized correctly.
Ledger Allocations: The Outstanding transactions to allocate are now also filtered to match the transaction Entity. Previously all the outstanding transactions linked to the Customer/Supplier were available to allocate.
Fixed: The time fields in the Weighbridge module were blank.