23/07/2024

Enhancements

Inventory - The Bin No. field has been increased to 50 characters.

Transactions - Batch update for Start Date and Due date has been added to the Items view. The Find Panel has been enabled by default on the Items Grid on the Edit Form.

Menus - A General Setting > General > Disable automatic Tile Menu updates. (Default = No) - This is a backstop setting in case the tile menu refreshes slowly after an upgrade. The Menu notes can be manually updated by clicking the Menu icon when the menus are active.

Ledger - Actions to Copy Transactions has been added to the Ledger. Transactions will be copied without opening a Copy Dialogue.

Suppliers - An explicit setting has been added to control access to the Supplier's Accounting tab: User Settings > Suppliers > Supplier Accounting - Access Allowed (Default = No)

Estimating - A new Qty Type (x Hr/s) has been added. This allows you to update the cost of a Service in an Estimate by updating the Setup hours or Speed of the Service. Reminder: the default Qty Type can be preset in Items.

The Customers Access Settings have been updated with an explicit setting to allow access to the Accounting tab:

• Customers - Access Allowed - None, All, Mine (Rep)

• Customers Accounting - Access Allowed - Y/N

Pricing Module Enhancements

• Selling Prices - Functionality has been added to display a custom field based on SQL. See General Settings > Pricing > Selling Prices (Caption and SQL) - Enter the Caption in the setting, right-click to enter the SQL (Use the Template as a guide for the allowed input parameters).

• Supplier Prices - the Cost Price (first 1) has been added to the Supplier Prices view, hidden by default.

Service Manager Enhancements

See documentation at: Service Manager 

All the functionality and reports from the Sales module has now been added to the Service Manager module. A script has been created to migrate data from the Sales module to the Service Manager, including:

• Status Board

• Projected Board

• Sales Activity Report

• Sales Trends Report

• Sales comparison Report

Link to migration script (sales Module to SM Module):  https://drive.google.com/open?id=15o0Fh4jhhYYRf-78ioeFPXtrSTDEw9ef&usp=drive_fs 

The User Access Settings have been changed from Admin/User to explicit User settings.

Data Types can now be linked to Responses. (Previously available in SLS module only)

User/Date Created/Updated has been added to Project Items.

Batch Update functionality has been added to Project Templates.

The Customer data filter has been changed to Company and now includes Customers and Suppliers.

Dependency has been renamed to Predecessor.

A Project Summary Report has been added - See Menu (button) > Reports > Project Summary.

Tracker Enhancements

The Tracker App has been upgraded to version 23.01.

The Status has been added to the Transaction list.

A Find Panel has been added to the grid views in the Planning Board Timekeeping module.

Fixes

Fixed: When the Unit on an Item Costing did not match the unit on the Cost Price, you were not able to use the Costing as an Assembly in another BoM.

Optimisation - The Inventory Batches report has been updated to improve performance.

Fixed: Transaction Status changes in the Ledger were not being audited.

Fixed: The Format action in Customers and Suppliers was incorrectly returning name-change warnings. The Action is now applied to multi-selected records (Previously all the records were updated).

Report Module Captions are now derived from the Report Description (not the Menu Caption). The breadcrumb is now derived from the Menu Code.