03/04/2025

Enhancements

Customer Age Analysis - the default customer street address has been added to the data pipeline - CA_Record, CA_List.

Estimating - A Note field, which can be updated in the grid view has been added to the Input grid, hidden by default. A Column Auto Width button has also been added to view multi-line Notes.

Signed Documents - The Transaction Setting > Transactions > Enable Signatures has been updated with the following options (before it was a Y/N Setting):

• None - Signed Docs not enabled (default)

• Transaction - Only show Signed docs linked to the Transaction. (e.g. Delivery Notes)

• Transaction Flow - Show all Signed Docs linked to the Transaction Flow. (e.g. Invoices to show all Deliveries)

Note: The upgrade will change the existing Y/N Setting from Yes to Transaction Flow (So it works the same as before the upgrade).

Transactions - When a Transaction is copied, the checklist on the source (from) Transaction is now updated by default.

Estimating / Costing - A General Setting > Estimating > Decimals on Estimate Quantities has been added - select from 0, 2, 4, 6 (Default = 6). This setting determines how many decimal places can be viewed/updated in the Qty/Total Qty columns in Item Costings and in the Estimate Input tab.

Supplier Groups Enhancement

A Groups field has been added to Suppliers. Multiple Groups can be added to this field. A Groups filter has been added to the data filter. The groups lookup list can be edited from the Supplier List View > Menu (button) > Edit Groups.

Items > Supplier Prices - Click the dropdown on the Add Supplier button to add all the Suppliers linked to the selected Group in the dropdown list. Suppliers that have already been linked to the Item will not be duplicated.

Service Manager - Project Enhancements

The View/Edit Note menu item is now always enabled - previously it was disabled if the project was filtered.

Item Summary Enhancements

Dependencies - The Trans No field was showing 'Costing' if the dependency was linked to an Item Costing (Now the field is blank and hidden by default).

Transactions - There are 2x Qty and 2x Unit Fields that have now been renamed: Qty, Unit - Reference the Transaction Qty and Unit; Qty (Base), Unit (Base) is the conversion to the Base Unit and Base Unit Qty

A Serial Numbers tab has been added to the Inventory section. 

VAT Enhancements

Transaction Types - The VAT Type column has been added to the grid view.

Transactions/Ledger - Items View - A VAT % column has been added, hidden by default. 

Transaction/Ledger - Items View - Batch Update - The VAT batch update now also updates the VAT %, even if the VAT Type is not changed. You can set the VAT % when doing the Batch Update.

When a Transaction is copied, the VAT % is now updated to the current VAT % in VAT Type table.

Items > Pricing Module - The VAT batch update will now update prices by the current VAT % even if the VAT Type is not changed.

Mobile App Enhancements

The following User Settings have been added to the Mobile App group:

Inventory - Access Allowed - Select from 

• None

• View (Search) - Search by default

• View (Scan) - Scan by default

• View & Update (Search) - Allows you to update the Stock Qty.

• View & Update (Scan) 

Timekeeping Mode - Select Transactions or Projects

We added an Inventory module - see Mobile App documentation.

Fixes

Fixed: The User Setting for Item Summary included reference to the discontinued Item Dashboard.

Fixed: You were able to edit the Landed Cost on a read-only transaction.

A duplicate Ver column was removed from the Transaction Items View.

The redundant setting, 'General Settings > Accounting > VAT %', has been removed.

The redundant Planning Board column has been removed from the Production Planning Stages grid view.

Fixed a bug in procedure TRANS_SELECT_OUTQTY that sometimes resulted in an arithmetic error.

Fixed: When a foreign currency transaction used VAT and a VAT (inc) price, the local currency was calculated incorrectly. 

Fixed: Service Manager > Projects - the Filter was not reset when you scrolled to a different Project.

Fixed: The upgrade script was resetting the Planning Stages 'Set to Ready' setting.