29/07/2025 (Beta)

Enhancements

Item Summary - A Refresh button has been added to the header of the Item Summary.

Transactions - If the Category lookup is empty, the Category field and Filter are now hidden from the Editing View.

Batch Transfer > Batch Issue

New functionality has been added to manage the transfer, issue and partial return of a batch. Users can now transfer a complete batch to another location, dispense the required amount, and then return the remaining quantity to the original batch record in two easy steps.

This process is designed for controlled environments, such as in pharmaceuticals, where a batch is moved to a staging location, opened under sterile conditions, and the resealed remainder is returned to the warehouse. 

Batch Transfer Transaction

The staging Location is automatically selected in the header To field. 

The Item lookup only displays records that meet the following criteria 

• Items must have a Cost Price linked to the Base Unit.

• Tracking = Batch

• Inventory = All Locations OR Inventory = Fixed Locations, and the staging location has been added to the Item.

A Batch column is displayed in the transaction items. The lookup displays batches linked to the selected Item with a Qty > 0, ordered by Expiry Date descending.

The Resolve is set to Batch and can't be updated.

The Transaction Qty and the Batch Expiry Date are updated to the Outstanding Qty of the selected Batch.

When the Transaction Status is changed to an Inventory Status, the selected Batch is transferred to the Staging Location. (Issued from the selected Location and received into the Staging Location)

Note: Adding Custom Items is disabled in this transaction type. When an item is copied to the Batch Transfer Transaction, say from a Work Order, the user must ensure the above Item criteria are met.

Batch Issue transaction

These transactions can only be created from a Batch Transfer transaction.

The staging Location is displayed in the header From field (Copied from the Batch Transfer transaction.)

The Resolve is set to Batch and can't be updated.

The Batch column in the transaction items is displayed read-only, but the Qty can be updated. Qty = Qty to be Issued.

Batches are issued from the Staging Location, and the remainder is returned (Received) to the selected Location.

Note: Creating new transactions and adding Items is disabled in this Transaction Type.

Settings 

Transaction Settings > Batch Transfer Transaction (Select Staging Location) - This setting identifies the Batch Transfer Transaction as well as the Staging Location for the Transaction.

Transaction Settings > Batch Issue Transaction - (Y/N) - This setting identifies the Batch Issue Transaction.

Setup - Transactions (Both Transactions)

• Item Type = Items

• Item Price = Cost Price

• Copy Rule - Copy from Batch Transfer to Batch Issue transaction. 

Service Manager - Projects Enhancements

Project Templates can now be added from a Popup form - see Actions (button) > Add Project Templates.

Components - an Action > Order by Group and Description has been added

Scheduling

Projects can now be scheduled at Milestone, Group or Task level. 

Scheduling is done in Days, and the Days can therefore only be set at the scheduling level. 

The Level should ideally be set before adding Items to a Project - when a template is added to a Project, the days on the levels that are not used for scheduling will be cleared.

The Level can be updated by clicking the Scheduling (button) > Change the Scheduling Level - A confirmation message will confirm that the days that are not on the new Level will be cleared.

The column Fix Dates has been removed in favour of using the Fix Dates default on the Status. Start and End Dates are displayed in green if they are fixed. Fixed means the Scheduling actions won't update them; you can still edit them manually.

The Days can be set at any level on a Project Template to make it usable on any Scheduling Level.

A Scheduling bar has been added under the Filter bar. Components include:

• Start - Date the Project will Start / Restart.

• Due - Date the Project needs to be completed.

• Level - The level at which the Project is scheduled: Milestones, Groups or Tasks. 

• Schedule (Button)

The General Setting > Service Manager > Projects - Ignore Weekends and Public Holidays has been removed in favour of adding multiple scheduling actions to a Project.

Scheduling Actions - Applied to Project, excluding items where Status = Fix Date (Click the Schedule button for menu)

• ASAP (From Project Start Date)

  • Every Day

  • Exclude Sundays and Holidays

  • Exclude Weekends and Holidays

• ALAP (From Project End Date)

  • Every Day

  • Exclude Sundays and Holidays

  • Exclude Weekends and Holidays

These Scheduling Actions can also be applied to a Milestone - if you are scheduling Groups or Tasks. (Pending Functionality)

Fixes

Fixed: An error was returned when a Timekeeping transaction was added to a Transaction.

Fixed: Production Module - a 'conversion error from string ''... error was returned when inserting tasks in the Production module.

A function to 'Open Item Summary' has been added to all the Inventory module views.