12/08/2025

Enhancements

Batch Transfer - The Qty is still set to the full Batch Qty, but it can now be updated.

Batch Expiry Dates in the Item Summary and Inventory Batch Views are now highlighted in red if the Expiry Date is before the current date.

Cost of Sales - The Actual Costs are now only selected from transactions linked to the same Entity. NB. You need to rebuild the Costing report table. See Cost of Sales > Menu (button) > Rebuild.

Linked Transactions - An Entity column has been added, hidden by default.

A Transaction Settings > Transactions > Default - Set Due Date from Credit Terms - Y/N has been added. This setting can be used on Customer/Supplier invoices for Cashflow forecasting.

Credit Terms - The Invoice and Statement fields have been replaced with one From field where you can select either (from) Invoice or Statement. If both fields were checked, the upgraded setting will be from Invoice.

Item Summary Enhancements

The Trans + No columns have been combined and coloured by the Transaction Status. 

A View button has been added to open/refresh Movement and Transactions. (Previously the list would be refreshed immediately a filter value was updated, likely causing the Out of Memory errors).

An Action button with a popup menu to Open Transaction has been added to Movement and Transaction views.

(Reminder: If the Item Summary is added to the Menu, it will be added to the Recent list when opened.)

Timekeeping Enhancements 

When timekeeping is linked to an NCR Remake Transaction or a Rework Transaction, it is now automatically linked to the NCR. The same trigger will clear the linked NCR if it is not linked to the selected transaction.

Batch Update functionality has been added for NCR Transactions. 

A trigger has been added to link timekeeping records to Planning Board Tasks when the Service on the Timekeeping record is updated. (The upgrade does not update existing Timekeeping records)

Inventory Enhancements

Note: An Inventory Rebuild is required after executing this upgrade - See Inventory > Menu (button) > Rebuild (All).  

If a transaction was created before a Stock Check, it will now update the Stock Qty after the Rebuild. It is, therefore, highly recommended to output your Inventory > Default View before upgrading.

These enhancements could affect Custom Actions and Reports - please check thoroughly before upgrading. The stored procedures SELECT_STOCK_QTY and STOCK_SELECT_STOCKITEMQTY still work the same as before, however. 

The Upgrade Script will set all the Pending Stock Checks to Complete - ideally there will be no pending Stock Checks when you upgrade.

Inventory Changes

Stock Check Receive/Issue now updates the Stock Reporting table (STOCKDATA) with plus or minus quantities, mirroring transaction updates. (Tech Note: Triggers on STOCKCHECK and STOCKCHECKCOUNT tables update Stock and Batch quantities, respectively.)

Stock Quantity is now counted from inception, summing all transactions up to the specified date. (Previously, it used the last Stock Check before the date and summed transactions from that point to the specified date.)

Items > Units > Stock Check - Previously this was a checkbox selection, now you can select from:

• Blank - Unit is not used in Stock Checks.

• Count - Unit is used to count only.

• Count (Est Qty) - Unit is used to calculate the Est Qty and for counting - Only one unit can be set to this option. (The upgrade script will update Units to this option)

Paradigm Shifts

Significant performance enhancements in Inventory Reporting and Transaction modules. (Default View opening time reduced from minutes to seconds on larger databases.)

Mandatory Stock Checks, including opening ones, are no longer required.

Default Unit no longer required to be used for Stock Checks.

Stock Check Enhancements

The Date filter has been improved with a Start and End Date and you are now able to view all the Stock Check records for the selected Date Period. (Previously only the last Stock Check for an Item was returned). Note: The redundant Stock Check view in the Inventory module has been removed. The default filter is This Month.

When you select Items to check, you select the Item and Location only - all the Units marked as Count or Count (Est) will automatically be added. (Previously you could select Units too)

A Stock Check Update now only updates the Est Qty.

The Stock Check date can no longer be updated - it was primarily used for changing dates on opening Stock Checks.

Functionality to Export / Import Stock Checks has been removed.

Status has been moved from the Stock Check Count records to the Stock Check header record.

When you select Items to check, you can now view an In Stock column to check for negative Stock.

The Count Qty now defaults to 0 if the Est Qty is less than 0.

NB. You can only Stock Check a Batch if it is not empty. If you want to bring an empty batch back into Stock, you need to do a Receive transaction.

Inventory Module

Default View / Transaction View - A menu item has been added to the popup menu - Open Stock Checks. This will open the Stock Check module, filtered on the selected item.

A Group Count Summary was added to the Description field.

Fixes

Fixed: When an Action was added to a Menu Group, it was displayed as a Transaction.

Fixed: Menu Groups and Items with Tile = 0, were not added to the Tile menu by the upgrade script.

Fixed: Items - The Entities field was not showing when it was enabled in the Item Category.

Fixed; Items - The Batch Update for Inventory Setting, was not removing Locations when set to Fixed Locations.

Fixed: NCR - When you selected a Remake Transaction, the NCR Transaction was updated.

Renamed Transaction Setting: 'Caption for Start Date (Production Planning)' - Transaction Start Date used in Production Planning Module only.

Sundry changes were made to the Timekeeping, Cost of Sales, Inventory and Custom Reports Menus (Dropdown menu linked to Menu button)