02/05/2024
Breaking Changes
The upgrade script deletes all the existing Transaction Milestone records to reduce database bloat. Please confirm that customers are not using this functionality before upgrading. Milestone records can be viewed in the Transaction Dashboard.
Financial Statement Templates will need to be updated if you have multiple Categories linked to a Section of the Profit/Loss Statement. (Previously only 3 levels were supported, now 4 levels are supported)
Audits older than 5 years will be deleted the first time you exit the application (New Setting to prevent DB bloat - can be changed to a shorter period)
Enhancements
Work Processes - the Yellow highlights have been changed to Gold. The colour block in the Staff Status Key has been updated by moving the colour block to left of Status.
Email - a Date Created field has been added to the Email list view, hidden by default. The field is updated by a trigger on Insert.
Pricing Module - A Cost Adj% field has been added to the Supplier Price View, hidden by default - Note: This field is only meaningful if you have 1x Pricing record per Item.
Cost of Sales - a Department field has been added to the Item Views, hidden by default.
A General Setting > Remove audit logs older than X months (0 = Retain all audit logs) (Default = 60 months) has been added to mitigate database bloat.
Financial Statements - When multiple Account Categories are linked to a Section (Revenue, Cost of Sales or Expenses), the Categories are now displayed as the second level group in the Statement for Profit/Loss. (Previously, the Categories were not displayed as a group to prevent grouping of, for example: Expenses > Expenses (Section with one same-name category)
Inventory Module Enhancements
Replenishment View - A new field Available has been added that displays the same value as the Available column in other modules. The previously Available column has been renamed to Available (+ On Order).
Default View - A Status (Location) field has been added, hidden by default.
A Status description is now appended to the Location lookups in Transactions. the Status list includes: (Note: when an inactive Location is selected, it is set back to Active on the linked Item)
New - the Location has not yet been added to the Item
Active - the Location has been linked to the Item and is in an Active status
Inactive - the Location has been linked to the Item and is in an Inactive status
Transactions Enhancements
A Transaction Setting > Enable Transaction Milestones from Status (Y/N - Default = N) has been added - when No, the Milestone Records are not created when a new transaction is created. Note: The upgrade script deletes all the existing Transaction Milestone records.
A Note field was added to Transactions in the Transaction Setup module which allows you to describe what transactions are used for.
Default Inventory Location: The selection of the Default Inventory Location now takes into account the Inventory Location (Inactive Locations are no longer assigned by default)
Items Enhancements
Customer Code and Supplier Code fields have been added to the Item's list view, hidden by default.
The Ctrl+Del shortcut has been added to the Delete menu items.
You are now able to add timekeeping records to a Customer Transaction, for example, a Tax Invoice Transaction, using the dropdown menu linked to the Popup button.
An Invoiced Status has been added to the Timekeeping module - you can update the Status in the Edit View or using Batch Updates in the List View.
An Hourly Rate field has been added to the Staff module - this is for the rate at which you will invoice work done by the staff member.
The Timekeeping lookup displays all the Approved Timekeeping records linked to the Customer on the Transaction.
After a Timekeeping record has been added to the Transaction, it will be changed to the Invoiced Status.
How the Transaction Item is created (Custom Item):
Description will be formatted as follows: Reference - Jack - 23/05/2023 10:00 - 12:15 (2.25 hr/s)
The Qty will be derived from the Total (hr/s) on the Timekeeping record. The Qty can be updated as required.
The Unit Price will be derived from the Hourly Rate on the Operator's Staff Record.
The Start and End Dates/Times as well as the Note will also be updated.
Right-click on a Timekeeping Item to Update from Timekeeping
Planning Board Enhancements
A Materials View has been added to the Planning Board that will display all the Materials required for Pending and Active Transactions. See Menu (button) > Views > Materials
Setting to Activate (can be assigned to multiple Transactions): Transaction Setting > View Materials in Planning Board (Pending & Active)
Qty (GI) and Qty (PO) are updated based on General Settings > Setup Costing Rules.
Qty (Out) = Qty (Req) - Qty (GI) - Qty (PO)
Actions are provided to Open Transaction and View Linked Transactions.
Stock Check Enhancements
A Status field has been added to Stock Checks, including:
Opening - Indicates it's an opening Stock Check (Note: You can change the date on Opening Stock Checks to allow for backdated transactions).
Pending - Default for a new Stock Check. This status does not update the Stock Qty
Complete - Sets the Stock check to read-only and updates the Stock Qty. Batch Updates can also not update Complete items.
A Show Alerts filter has been added (Unchecked by default). When checked, the grid will highlight Items that have Pending Transactions dated before the Stock Check. (Note: Enabling alerts makes the query substantially slower)
A Stock Check field has been added to the Item's Units table, to flag which Units need to be added to the Stock Check. By default, the first Unit added to an item will be flagged as the Stock Check Item. The upgrade script sets all the Base Units to be included in the Stock Check.
New Stock Check - You are now able to select from all the Stock Locations linked to the Units that have been flagged to use in the Stock Checks. For example, if an Item has 2x Locations and 2x Units that can be used in a Stock Check, you can select from 4x Records.
Fixes
Fixed: When the Status of a linked Staff was changed, the previous status was not removed (eg. When changing from Tranee to Basic - Trainee would still be in the list).
Fixed: You were able to delete Units from an Item using Ctrl+Delete which bypassed the checks that were applied before allowing the delete.
Fixed: When you filtered the Outstanding Invoices in a Ledger transaction, you were not able to allocate them correctly (Filtering has now been disabled.)
Optimisation: The Users and Dependencies fields have been changed from BLOB to Varchar(255) to mitigate database bloat.