29/01/2025

Enhancements

Email Excel - the email address linked to the active user is now assigned to the email by default.

Inventory - Ageing View - Additional periods were added for 3, 4 and 4+ Years.

Timekeeping - A Complete Status has been added for records that are not approved and invoiced. Reminder: You can add Timekeeping records to Transactions if they are in the Approved Status which will in turn set the Timekeeping Items to the Invoiced Status.

Production - The following options have been added to Stages > Set to Ready: (These options allow you to set the next stage to ready according to your routing order):

• ASM P/Comp - Sets the next item in the same Assembly to Ready when the selected Item is changed to Part Complete

• ASM Comp - Sets the next item in the same Assembly to Ready when the selected Item is changed to Complete

Assets Enhancements

The Items > Assets extension has been enhanced to include Depreciation functionality.  An Assets View has been added to the Items module. This view displays all the Items linked to an Assets Class and exposes the Asset fields in the List View. Batch Updates are also provided in this view.

Depreciation fields

• Type - Select from Straight Line or Reducing Balance

• Period - Enter a Qty and then select from Months or Years - eg. 60 Months or 5 Years. Select Months if you do monthly depreciation transactions. Select Years if you add Depreciation on an annual basis when you prepare your financials.

• Purchase Date - The Date from which the Depreciation Starts.

• Purchase Value - The Initial value of the Asset before Depreciation.

Note: The functionality to automatically create the depreciation transactions from the Assets View has not yet been implemented. 

Batch Tracking Enhancements

A Qty From column has been added to the Transaction Items gridview as an indication of the expected Qty. (Reminder: The Item Qty is set from the Batch Items that are added and therefore defaults to 0 when the transaction is created.)

When you issue batches, the Expiry Date, Trans No and Trans Date can now be viewed in the list of available Batches.

The Batch selection dialog has been enlarged and made sizable. Functionality to Save/Restore grid has been added.

Transaction Enhancements

Estimating - A data pipeline, Item_Est_Mat, has been added to display all the active Materials linked to a Transaction Item's Estimate.

The data pipeline, Items_Note, has been renamed to Item_Blobs and the fields have been renamed to be the same as captions in the App, Image, Specification, Note. The values are obtained from the linked Item. The same fixes were applied to the pipeline trans_entity.

A Region field has been added to the Transaction Items View.

A Subgroup text field has been added to Transaction Items and to the Items View. The field can be manually updated, or you can use Batch updates. The Action to Order Items by Groups has been updated to Order by Group > Subgroup and the Description. 

Service Manager Enhancements

A Category (Cpy) column has been added to the List View - it displays the Customer/Supplier Category.

Category (Cus) and Region columns has been added to the Activity view.

Project Summary - A Class filter and column have been added. Week and Month columns have been added to reflect the month and week of the date that is selected in the data filter: Required, Start, End or Updated.

Estimate Type Enhancements

The following Input Parameters have been added:

• Input - MAT Adj% - Sets the Adj% for all the Materials on the Estimate.

• Input - SER Adj% - Sets the Adj% for all the Services on the Estimate.

• Input - OWK Adj% - Sets the Adj% for all the Outwork items on the Estimate.

The default Adj% can be set on the Estimate Type as well as on the Customer Accounting tab - Customer overrides the default on the Estimate Type.

Note: These inputs will override the Adj % set on Items.

Pricing - Inventory View

The following Actions have been added:

• Update Prices - Weighted Average - Last Month

• Update Prices - Weighted Average - This Month

The only difference between the actions is the date period which is used to update the Inventory Price.  The Actions can be applied to multi-selected items and can be used to manually updated your Inventory Prices before you create your periodic transactions. For this to work, you need to turn off the automatic Inventory Price updates. A Note is added to the Price History table to explain how the Price was updated. Eg: Opening (2025-01-01): 0 ea, Value 0.00; Received: 270 ea, Value 427,208.91; Issued: 39 ea, Value 72,439.77; Current (2025-01-29): 231 ea, Value 354,769.13; Old Unit Price: 1,857.43; New Unit Price: 1,535.80

Fixes

Fixed: Tracker: An error was returned when you set a Task to Complete (Fixed in procedure PB_SET_ORDER_STAGE).

Fixed: Tracker: Scanning the Service to Start/Stop timekeeping was not updating the Planning Board.

The redundant Approval column has been removed from the Transaction List View.

Inventory Replenishment - The groups 'Create a Purchase Order' and 'Create a Work Order' have been replaced by one group: 'Replenishment Options'.

The Signature (Start/Stop) Attachment Types have been removed from the Type lookup in the master data modules: Staff, Customers, Suppliers and Items.

Fixed: Service Manager Projects - When you used shortcuts to add new items, they were not immediately editable.

Fixed: Service Manager Projects - The open Project was collapsed when you updated a field and Saved.

Fixed: Service Manager - When you clicked Menu > Board (Projected), the Board (Status) was opened.

Fixed: Service Manager- The count in the header of the Board (Projected) was incorrect.

We added a trigger to delete linked Tasks from the Production module when a Transaction is deleted.

The dropdown button has been removed from date type grid columns that are read-only.