21/02/2025

Enhancements

Estimating - The OrderID field has been added to the Input grid with the caption Item.

Estimating - The Caption field has been added to the Item_Est_Services and Item_Est_Mat data pipelines.

Transaction Enhancements

You are now prompted (with a warning icon on the Rebuild button) to rebuild Accounting and Inventory after updating a Transaction type setting. (A dropdown menu has been added to the Rebuild button.)

You are now able to select a Delivery Address using a lookup field. The name of the selected Delivery Address is now available for Output.

An Actions > Update Transaction > Reset Transaction Flow function has been added. This function will reset (restart) the Transaction flow from the selected Transaction and break all links to upstream and downstream transactions - users are warned about the risks when they execute the function.

The More... menu item, which opens Linked Transactions in the side panel, is now displayed in the Links button dropdown by default. (Previously it was only displayed when the list was truncated)

The menu item Estimate Resolve Items has been renamed to Estimated Materials and Outwork. (As a Reminder: These items are generated when a Transaction uses Estimates, and the Estimate Resolve is not empty - eg. it is set to Reserve and Purchase on a Work Order).

Service Manager Enhancements

When a new SM is created, you have to select the Category before you are able to select other fields, eg. Customer or Supplier.

You are now able to link Assets, that are not linked to a customer, by using Type = Sales. If Type is not Sales, you can only select Assets that are linked to the Customer.

Project Summary - The column filter functionality has been removed from columns where it does not work properly - eg. Status (Task)

Customer Payments Module Enhancements

The Customer Payments module can now be opened in the following ways:

• Transactions (eg. Customer Invoices) - Click the Pay button.

• Customer Age Analysis - Right-click a customer and select Receive Payment.

• Menu Item - Add the module to the Menu by selecting Type = Fixed, Module = Payments.

The following Settings have been added to manage how the Payments module works:

• General Settings > Payments > Transaction Type - Customer Payments - Select the Transaction type used in the Payments module. This will enable the payments module in the CAA and allow you to add it to the Menu. 

• Transaction Settings > Payments > Enable Customer Payments (Y/N) - This will typically be linked to a Customer Invoicing module and will enable a Pay button on the edit form that will open the Payments module and populate the receipt from the Invoice.

The following Settings, which previously determined how the Payments module opened, have been removed:

• Transaction Status: Type = Payment

• Menu: Type = Payments

Fixes

Fixed - A 'multiple records in singleton select...' error was in certain cases returned when viewing the Costs tab in an Estimate. (Bug introduced in upgrade of 11/02/2025).

Fixed - VAT Recon - The menu item to 'Email Excel' was disabled when the VAT Recon was in a Complete Status.

Fixed: Service Manager - You were able to select a Customer/Supplier without first selecting a Category on the New Service Ticket Dialog.

Fixed: When you added new Jobs to an empty Planning Board, the first tasks in each Stage did not display on the Board View.

Fixed: When Production Planning only used Tasks (one level), the timekeeping records were not linked to Services and the COS did not show the Timekeeping on the Service level)