09/12/2025

Enhancements

Cost Centers - Updated (Date) and Updated by (User) fields have been added to Cost Centers - visible on the List View and the Edit View. (Fieldnames: DATEUPDATED, USERUPDATED).

Cost of Sales Report - Issue and Return Transactions are no longer checked to see if they are actual Inventory Transactions - this extends how they can be used.

Transaction Enhancements

A new data pipeline, Item_UDF has been added to expose the User-defined fields linked to an Item that is linked to a Transaction Item.

Copy Rules and Copy Dialogue

• The redundant Menu Caption, Button Caption and Description fields have been removed from the Copy Rules setup.  The column Adjustment has been renamed to Copy Adj. The remaining columns have been re-arranged to a more logical order, without bands.

• The Code, Reference, Group and Subgroup fields have been added to the Items grid view on the Copy Dialogue, hidden by default.

• Functionality has been added to Menu (button) > Save Grid and Restore Default Grid on the Copy Dialogue. The grid views are saved at the Copy Rule level.

The modal (popup) lookup has been updated as follows:

• Button caption has been renamed from Popup to Add (Popup). This button now opens the following dropdown menu:

  • Items

  • Timekeeping - Customer Transactions only

  • Copy Items from Transaction Name - Lists the copy rules that can copy to the Transaction. Reminder: The Type field in the Copy Rule is used to determine which fields can be copied - All, Flow, Parent, Contact.

• The redundant Items button on the left above the Items grid has been changed to a label.

• The dropdown Items lookup above the Items grid is now only used to add Items from the Items master.

Batch Issue Enhancements

You are now prompted to confirm the Qty when you Issue a Batch and an error is returned when trying to Issue more than the Batch Qty.

You are no longer able to change the Qty in the right panel (Issued Batches) - you can delete Issued batches and re-issue them, however.

The arrow buttons between the left and right panels have been removed in favour of using context menus and more explicit menu items.

Entities Enhancements

A new General Setting > Entities > All Entities belong to the same Registered Entity - (Y/N - Default = N) has been added. When set to Yes, the following behaviour is changed:

• Age Analysis - You no longer receive a warning that template may not be correct if an Entity is not selected.

• VAT Reconciliation - The Entity selection defaults to All.

The General Settings > Caption for Entities (Plural) /Caption for Entity (Singular) have been moved to the Entities Group.

Service Manager Enhancements

Functionality has been added to measure the Profit/Loss of a Service Ticket - or the Cost related to a Ticket.

The Profit/Loss is displayed in a separate tab in the middle panel in a Tree view. Drilldown functionality has been added to the Timekeeping and Transaction records in the view.

A Settings (Profit/Loss) tab, which is filtered by class, has been added to the Service Manager Setup form. Settings are used to link Timekeeping and the Transactions that increase/decrease Income and Expenses. One Transaction can be linked to each of the Settings.

If the Settings are empty, the Profit/Loss tab is not displayed in the Ticket.

Fixes

Fixed: Cost of Sales Report - Cascading Transactions were in certain cases added to a Transaction even if they were not linked to the Transaction in the Costing Setup. For example, a GI transaction, which was linked to Work Orders, would be added to the SO Costing even if it had not been linked to SOs.

Fixed: Items - You are no longer able to change the Type of an Item from Material or Assembly if it is an Inventory item. The Upgrade script checks for Type = Other Items that are linked to Inventory and sets them to Type = Material / Assembly.

Fixed: Items - Duplicated Code warnings were displayed when the duplicate Item was inactive.

Fixed: Item Summary > Movement - The Data filter was reset when you navigated away and back to the Movement tab.

Fixed: Linked Transactions - The FromID and FlowID on Transactions has been cleared if they were created from a Bank import. These fields are no longer populated when a transaction is copied from a matching transaction in the Bank Import module.

Fixed: Spelling mistake in Production Planning - 'Dependency'.

Fixed: The Filter text in the Ledger sometimes displayed an invalid currency symbol (The symbol has been removed).

Fixed: NCR - 'Date Prevented' has been renamed to 'Date Corrective Action'. 'View/Edit Prevention' has been renamed to 'View/Edit Corrective Action' lookup.

Estimating - Costs - The Available column is no longer highlighted in red.

The spelling of 'email' has been standardised throughout the application.

Notes

A General Setting > General > Tag used to assign Attachments to Transaction Items (e.g. _X00 - 00 = Item No.) has been added - this setting will be used in the new Desktop Web App to assign Attachments to Transaction Items.