05/02/2024

This upgrade requires migration to the new Mobile App model.

Enhancements

Items > Costing - The Actions to Show Notes and Show Expanded Costing are now enabled even when the Item is in a read-only Status.

Transactions - The Inventory Location Code has been added to the Transaction Items Data Pipeline - Items_All.LOCATIONCODE / Items_Rec.LOCATIONCODE

Transactions > Contract Billing - The Serviced by lookup list now also includes Departments. (From the Organigram)

Sales - a Department field has been added to the List View as well as to the Edit View.

Meter Data - Entity and Department fields have been added to the List View - these fields are populated from the linked Transaction or linked SM. The fields have also been added to the data filter.

The Staff Setting > System Administrator has been removed in favour of using the following explicit settings (The new settings are updated according to the System Administrator setting):

• Setup > Setup Transaction Types - Access Allowed (Y/N)

• Setup > Setup Accounting - Access Allowed (Y/N)

• Other > Save Grid (All Users) - Access Allowed (Y/N)

Service Manager Enhancements

Department field has been added to the List View as well as to the Edit View. 

The TK Hr/s field has been removed from the Edit View, but it can still be viewed in the List View. 

The Asset field in the List View has also been updated to include the Serial No. (Code). 

Email Excel and Export Grid functionality has been added.

When you create a new SM, the system now checks for existing Active or Pending SMs linked to the same Asset and provides an option to open the Existing SM's

Accounting Enhancements

Ledger - Edit View: A warning has been added to notify users when the selected Bank is not linked to the same Entity as the Transaction.

Ledger - Items View: Batch Update > Department functionality has been added.

Bank Imports - The Bank Account is now updated when a Transaction is created/updated from a similar Transaction. 

Customer/Supplier Age Analysis - A Total CUR field has been added to display the total outstanding amount in the local currency using the current RoE. This is an indicator only and is not used to update the Statement of Financial Position. The column is hidden by default.

Price List Enhancements

• Actions > Export Selling Prices (.csv) - A warning has been added to inform Users that Items with a blank Code will not be exported.

• An Edit button has been added to the Price List edit form to prevent accidental edits.

• Functionality has been added to copy a Price List. Right-click and select Copy Price List.

Pumps Enhancements

Estimate - The caption Max Power was changed to P2 Duty Point.

You are now able to select a pump using:

• Filter - Select from a range of Pumps filtered to Category and Application

• Calculate - as before.

Fixes

Fixed: The Grid Save / Restore was in some instances not working correctly in the Financial Statements module.

Fixed: When a Quotation was copied to a Version, the SLS No. was not copied.

Fixed: When a Transaction was copied to a new Version, the SLS No. was not copied.

Tech Note - Tracker has been converted to latest version of Delphi.