This topic lists all the functionality changes that will be applied by this upgrade version.

What you will find on this page:

• Inventory Reporting Enhancements

• Job Summary Enhancements

• POS Enhancements

• Dashboard Enhancements

• Materials Enhancements

• Material Price Manager Enhancements

• Menu Enhancements

• Branches Enhancements

• Quotation Enhancements

• VAT Control Enhancements

• Tracker Enhancements

• General Enhancements

• Deprecated Functionality

• Documentation

Inventory Reporting Enhancements

• Actions - The Actions on the Replenishment and Price Update vies have been moved to an Action button in the header - See image below:

• Replenishment - New Fields

  • Category

  • Sub-Category - Hidden by default

  • Last Order - a Last Order column has been added to display the last Pending or Active PO/WO that was created for the item. Right-click the Item to open a popup menu which includes an item to Open the Last Order. Menu items have also been added to Open the linked Material Item and to View the Material Summary.

  • Resolve - A column that indicates whether the item is Produce or Purchase has been added. For Items that are Produce, the first linked Estimate is added to the Source band. For Items that are Purchase, the lowest Supplier Price is added to the Source band

• Replenishment View - Create Work Order - An Action > Create Work Order has been added which can be used to create Work Orders for items that are Produced and not Purchased. If multiple Items are selected, a Work Order will be created for each selected item. The Source band displays the linked Estimate for Items that are produced.

• Order Qty - When an Order (PO or WO) is made, the Qty will be set to the highest of the Re-order Qty or the Qty required to increase the Available Qty to be equal to the Min Qty. eg. If the Available Qty is already greater than the Min Qty, the Order Qty will be equal to the Re-order Qty and if the Re-order Qty is blank, the Order Qty will be zero.

Job Summary Enhancements

• Costs linked to Sales Order - The Job Summary now also displays Estimated/Actual costs linked directly to the Sales Order. If there are Items with a Resolve of Purchase, Reserve, Issue on the Sales Order, the SO is added to the Cost of Sales section, same as the linked WO’s are added. See image below:

• Change in Material from Estimated to Actual - When a Material is purchased or Issued, and the Item is changed on the PO/MM from what was estimated. The Job Summary description now displays the Description of Est as well as that of Act. NB. You must use the functionality to update the item so the link to the Est Cost is not broken. If the link is broken, the Est and Act will show as separate items- See image below:

• Materials Movement - A Menu item to View the Job Summary has been added to Materials Movement.

• Sync Job Summary - A Menu item to Synchronise with open Transaction has been added to the Job Summary. When this item is checked, the Job Summary will automatically sync with the open SO, WO, PO, MM and Planning Board task. The menu items to Synchronise Job Summary have therefore been removed from the Sales Order, Work Order and Planning Board modules. NB. The Job Summary must be open (Visible) to synchronise. See image below:

• Drilldown to Transactions - Functionality has now been added to drilldown to any one of the Transactions in the Job Summary. If, say, multiple POs are linked to one item, you will be prompted to select a PO. A Trans No field has been added so that you can clearly see the linked transaction numbers.See image below:

POS Enhancements

• E-mail - The default POS template can now be emailed by clicking the E-mail button located next to the Print button. See image below:

• Functionality has been added to select different Units in the POS (Previously you were only able to add the default Unit.)

The layout changes according to the Price Type of the selected Item.

• Price Type: Unit Price - Select one of the Units linked to the Item and enter the quantity

• Price Type: Fixed Qty - Select from one of the Fixed Quantities linked to Item

• Price Type: Price Range - Enter a Quantity which is within the range. An error is returned if the quantity error is out of range.

• Items Grid - By Default, the Item Grid headers are now hidden - the visible fields are Description, Qty, Unit, Adj% and Total. Using the Menu, you are able to show the Captions, customise the Grid and then Save the Grid. See image below:

• Item > Preview - The Preview button has been moved from the top button bar to be an inline button with an ‘eye’ icon which is visible when the item is selected. window used to preview a Material item has been changed to show all the Unit Prices, see image below:

• The Material Preview window has been updated to show all the Unit Prices - see image below:

Dashboard Enhancements

• Look and Feel - The indicator title has been inserted directly into the Chart, the splitters are now only visible when Customising the Charts. See image below:

• A Popup menu has been added which can be opened by right-clicking an Indicator. Functions include:

  • View Description - This will popup the Description which tells you more about the indicator.

  • Open Report - This will open the Indicator in the Reports module, if the User has access to the Report.

  • Show Category Captions - Allows you to hide the Category tick labels when they are not adding much value and just wasting space. Visible only when Customising.

  • Show Series Captions - Allows you to hide the Series tick labels when they are not adding much value and just wasting space. Visible only when Customising.

• A new Dashboard module has been created which displays Report Charts in a grid of Rows and Columns. Dashboards can be customised at a user-level using Staff Settings > Reports & Dashboards (See image below). Settings include:

  • Dashboard - Rows

  • Dashboard - Columns

  • Dashboard - Automatic Refresh - The dashboard will auto refresh every 5 min.

  • Dashboard - Reports - An ordered list of Reports to display on the Dashboard - comma separated ID’s

• Reports used in the Dashboard must have Chart settings (The standard chart, not the Pivot Grid Chart) and can include the parameter :ACTIVEUSERID so that the same report can be used for multiple users.

• The Dashboard Menu provides the following functionality:

  • Customise Charts - This enables the controls on all the charts to change the Chart Type and Filter and Sort on the Series.

  • Save Layout - Saves the Chart customisations and indicator layouts

  • Restore Layout - Restores the Chart customisations and indicator layouts (Restore Layout automatically executes when the Dashboard is opened)

• The Refresh button will refetch data and redraw the dashboard indicators.

• The Staff Setting > System > Default Module can be used to open the Dashboard when the application is started.

• Dashboard - An ‘Info’ button has been added to the Indicators on the Dashboard. Clicking these buttons will show the underlying Report’s Description - See image below:

Materials Enhancements

• A Price Type field has been added to Materials with the following options (See image below)

  • Unit Price - This is the default option and allows you to enter a Unit Price in the Units & Prices tab.

  • Fixed Qty - This option enables the Qty field in Units & Prices. The Unit Price that is entered is then for the quantity specified in the Qty field. When this item is added to a Quote or to a Sales Order, the price is added to the Fixed Price field. When a Material item is created or updated from an Estimate, all the Quantities and prices on the Estimate ae now added to the Material’s Unit & Prices tab. When the Material is updated from an Estimate, the quantities that are not on the Estimate are deleted.

  • Range - This option enables a Qty From and a Qty To field which allows you to create a stepped price matrix, the way the retail centre digital printing shops love to do. When these items are added to a Quotation or a Sales Order, the price is added according to the quantity specified. An error is returned when the user enters a quantity that is not included in the price range.

• When Materials are added to a Quote or a Sales Order, the Type will now be as follows:

  • MUP - Material - Unit Price - You are able to edit Qty & Price

  • MFP - Material - Fixed Price - You are able to select another Fixed Qty linked to the Item. Price will update accordingly. Price fields are not editable.

  • MPR - Material - Price Range - You are able to change the Qty and the Price will update accordingly. If the Qty is out of Range an error is returned. Price fields are not editable.

• The Instructions field has been moved to the Image & Notes tab.

• The Replenished field has been removed.

• The Materials Price Manager has been updated for the additional Fields as well as for multi-currency in Supplier Prices.

Material Price Manager Enhancements

• The Unit field can now be edited in the GridView.

• Batch Update functionality has been added allowing you to update various fields (All the fields that are editable in the gridview) on all the selected records. This also replaces the previous functionality used to update Supplier Discounts. See image below.

• A Confirm button has been added to the Batch update bar (Visible only when Supplier Prices are viewed). Clicking the Confirm button will set the Updated User/Date to the logged in user and the current time.

• A Delete button has been added to the Batch update bar. Clicking the Delete button will delete all the selected Material Prices or Materials depending on the selected View. This provides an easy way to delete discontinued paper prices.

• A Materials without Prices view has been added - Selecting this view will show all the Materials that do not have prices linked to them. These Materials can then be deleted.

Eg. Materials for which the discontinued prices have been deleted using the functionality described above.

Menu Enhancements

• The General main menu has been removed and replaced by a Reports main menu item which now contains links to all the Reporting and Summary modules.

• Asset Register has been moved from General to Home and the other reporting type menu items have been moved to the Reports main menu item.

• The Setup > Dashboard menu item has been removed.

• The Customer Summary has been replaced by the Dashboard. The Dashboard has also been added to the navigation bar.

Branches Enhancements

• Branches - User Access - A Staff Setting Setups > Branches - Access allowed has been added to control access to the Branches setup module. Default = No.

• Customer Invoices and Customer Credit Notes now have independent number sequences for each Branch. The primary key fields, which were previously used to display the Transaction number, remain and an additional field is now used to display the Branch level transaction number - Customer Invoices - INVNO, Credit Notes: CCNO.

• The generators for these fields are automatically created when a new Branch is created.

Quotation Enhancements

• The Quotation/Estimate structure has been updated so that you only have one Quotation type and Estimates can now only exist as an item on the Quotation. The upgrade script converts existing estimates to a Quotation with an Item - the new Quotation has the same Quote/Ver No that the Estimate had before the upgrade.

• This enhancement required a number of cascading enhancements which are listed below:

  • Combined SO/WO

  • Update SO from Quote

  • Copy Estimate to Work Order

  • Materials - Estimates that are Quote Items can now be linked to Materials

  • Workflow Actions - Quote only

VAT Control Enhancements

• Account Categories - The VAT checkbox has been changed to a lookup which will specify whether VAT is Input or Output. See image below: (This resolves the issues where negative amounts on a Customer Invoice is added to Input, etc.)

• VAT Control - The Ledger View has been removed (This is available in the Ledger). An additional filter has been added which specifies whether all transactions should be displayed or VAT Transactions only should be displayed. See image below:

Tracker Enhancements

The BOSPrint Tracker has also been upgraded to be compatible with removing of SO/SO combined. Functionally the Tracker is unchanged, however.

General Enhancements

• Estimate Specification - A General Setting > Quotations > Add Note from Estimate to Item Specification has been added (Default = No).

When this setting is set to Yes, the Estimate’s Note is copied to the Quotation Item’s Specification field which in turn is copied to the SO and WO Specification fields.

When this setting is No, the Note is now added to the SO Specification (Changed compared to how it was working before) and copied to the WO Note field (Same as it was working before).

• Customer/Supplier Invoice - Ageing - An Ageing field has been added to the Customer and Supplier Invoice modules - in the Edit form as well as in the gridview (Hidden by default). It indicates the days from the Invoice Date to the Current Date.

• Ledger Due Date - The Due Date from the Customer/Supplier Invoices is now copied to the Ledger’s Due Date field.

• Supplier Invoices - Due Date - The Due Date on Supplier Invoices is now automatically calculated according to the Credit Terms linked to the Supplier (Same as it is working in the CI module)

• Customer/Supplier - Due Date and Ageing - The Ageing and DueDate fields have been added to the Invoice queries for use on Output templates.

• Adjustment - Copy Sales Order to Purchase Order - a Copy Adjustment checkbox has now been added to the Copy Dialog - Checked by default.

• Actions - Customer Age Analysis - The Customer Actions have been partially extended to the Customer Age Analysis. See image below:

• Save Grid (All users) - Functionality to Save Grid (All users) has been added to all the Transactions, Ledger and Materials.

• Income Statement/Balance Sheet - The Charts linked to the Income Statement and Balance Sheet have been changed to Stacked Columns charts.

• Purchase Order - Update selected item - Functionality has been added to update a Material Item by selecting a different item. This will replace the item without breaking the link to the parent Work Order or Sales Order. See image below:

• Materials Movement - Edit Date - A user Setting > Materials and Inventory > Materials Movement - Allow editing Date has been added. Default = No. - see image below:

• Edit Reports - The Report editing module has been changed to open docked (It will therefore no longer be available in the Settings & Defaults module.) This module can now only be opened from the Reporting module. A new User Settings > Reports & Dashboard > Edit Reports -

  • Access Allowed has been added to control Access. Users who had access to Settings & Default before the upgrade will have access to the Edit Reports module.

• Edit Reports - Copy - Functionality has been added to copy a Report.

• Work Order - New from Material - If a new Work Order is created from a Material, it is now automatically updated from the linked Estimate if only one Estimate is linked to the Material.

• Materials - Batch Update Units & Prices - The batch update functionality in Materials > Units & Prices now only updates the selected records (Before it was updating all the records). See image below:

• Materials - Units & Prices - Errors - The following errors are now highlighted in red (See image below):

  • Price Type = Fixed Qty and Qty is blank

  • Price Type = Price Range and the Qty From or Qty To is blank

  • Price Type = Unit Price and duplicate units exist.

• Materials - Add Cost Price to Estimate > Materials - An ‘Est’ checkbox has been added to the Materials > Units & Prices (See image above). When the checkbox is checked, the Cost Price can be added to an Estimate. (By default Est is unchecked) This is useful when you are creating a BoM which consists of produced items. Eg. You might have a ‘Welcome’ pack consisting of a printed Card, Brochure and an Envelope. These items will also be available to add to MAterials on a Work Order.

• Estimating > Materials Lookup - The Lookup functionality in the Materials tab has been updated with an ‘All’ option in the Category lookup and a multi-word search box which is focussed by default. The following fields are searched: Description, Code, Sub Category, Category, Specification - see image below:

• Copy Estimate to Work Order - When you copy an Estimate to a Work Order, the Work Order Header (Customer. Contact, Rep, Reference, Category) is now also copied from the Quote containing the Estimate. The Quotation is now also set to Status = Accepted by default.

• Estimating - Costs - In stock - A column to display the In Stock Qty of Inventory items has been added, hidden by default. Because items are not yet linked to a Location on a Quotation, the In Stock qty is the sum of stock in all the Locations. When the In Stock qty is less than the Estimated qty, the field is highlighted in Red.

• Sales Order Items - In Stock - A column to display the In Stock Qty of Inventory items has been added, hidden by default. The In Stock qty is for the selected Location only. When the In Stock qty is less than the Item’s qty, the field is highlighted in Red.

• Quotations - Add Item from another Quote - Functionality has been added to add an Item from another Quotation. This works similarly to the functionality in Customer Invoices where you can add Items from Sales Orders. See image below:

• Estimating - Delete selected - A Delete button has been added to the Pre-Press/Finishing/Materials tab. Clicking this button will delete all the selected items. The Delete All button has therefore been removed.

• Work Orders - Add Materials & Services - The functionality to add Materials and Services to a Work Order has been updated to work similarly to how it does on an Estimate - See image below:

• Copy Estimate to Work Order - When you copy an Estimate to a Work Order, the Work Order Header (Customer. Contact, Rep, Reference, Category) is now also copied from the Quote containing the Estimate. The Quotation is now also set to Status = Accepted by default.

• Estimate - Costs - In stock - A column to display the In Stock Qty of Inventory items has been added, hidden by default. Because items are not yet linked to a Location, the In Stock qty is the sum of all the Locations. When the In Stock qty is less than the Estimated qty, the field is highlighted in Red.

• Sales Order Items - In Stock - A column to display the In Stock Qty of Inventory items has been added, hidden by default. The In Stock qty is for the selected Location only. When the In Stock qty is less than the Item’s qty, the field is highlighted in Red.

• Finishing - Section - The Section column in the Estimate > Finishing gridview now displays ‘All’ when a Section is not selected. (Previously it was blank)

• Material - Supplier Price - Est flag - An Est (Estimate) column has been added to the Supplier Price gridview in Materials. If the Est column is checked (the Default), the price will be available in the Paper selection on the Printing Wizard. NB. This field only applies to Paper selection in Printing Estimates at this stage.

• Material Movement - Update - Functionality has been added to Update the selected Item in the Material Movement module. This is useful when, for instance, you decide to change the paper that was estimated. Using the Update function does not break the Item’s link to it’s parent transaction. See image below:

• Inventory - Replenishment View - This view has been updated to include all materials that are On Order. Previously Materials would disappear from the Replenishment View as soon as they were ordered.

• Sales Order / Work Order BOM - Resolve & Location - The selection of Resolve and Location has been made more intuitive allowing you to only select one while the other is set to it’s default. (Previously, you had to select the Location first in order to change the Resolve to Reserve/Issue). The Location field has also been made visible by default in these modules. See image below:

• Purchase Orders - Unit - The Unit in the Purchase Order Items can now be updated. Clicking the field will display a list of all the Units and Supplier prices available for the selected item. When a different Unit is selected, the Qty is updated accordingly. See image below:

• Total Amount in Text - The procedure that generates the text for the Total amount has been updated to add ‘only’ instead of ‘zero Cents’ when the minor Currency is 0.

• Material Category - Price Type - A Price Type field has been added to Material Categories - This serves as the default for new material items that are created in the Category. See image below:

• Create/Update Material from Estimate - The functionality to Create a Material item from Estimate has been updated to use the Price Type from the selected Material Category.

When a Material is Updated from an Estimate, it will update the Item according to the Price Type setting of the Material item, however. See image below:

If a Material item is updated from an Estimate and the Price Type is changed from Fixed Qty to Unit Price or vice versa, all the existing prices will be removed and replaced by new Prices.

The valid Price Types used for creating Material Items from Estimates are:

• • Fixed Qty - All the Quantities on the Estimate will be replicated to the Material and you are then only allowed to transact in one of the fixed quantities only.

  • Unit Price - One Unit Price will be added to the Material which is based on the Active quantity on the Estimate and you are then able to transact in any quantity.

• Estimate - Save Grid (All Users) - Functionality has been added to Estimates to Save Grids for all users.

• Work Orders - Update from Estimate - This functionality has been updated so that the Work Order header is only updated when the WO is not linked to a Sales Order.

• Ledger - Trial - A Data Pipeline has been created for the Trial query - Lgr_Trial

• Leder - Contact Detail - The following field have been added to the Lgr_Rec / Lgr_All data pipeline:

  • CUSDEBITTEL - Telephone of the Customer’s Accounting Contact (Customer is Debit)

  • CUSDEBITCEL - Mobile of the Customer’s Accounting Contact (Customer is Debit)

  • CUSCREDITTEL - Telephone of the Customer’s Accounting Contact (Customer is Credit)

  • CUSCREDITCEL - Mobile of the Customer’s Accounting Contact (Customer is Credit)

  • CUSDEBITVATNO - Customer’s VAT No. (Customer is Debit)

  • CUSCREDITVATNO - Customer’s VAT No. (Customer is Credit)

  • SUPDEBITVATNO - Supplier’s VAT No. (Supplier is Debit)

  • SUPCREDITVATNO - Supplier’s VAT No. (Supplier is Credit)

  • SUPDEBITTEL - Telephone of the Supplier (Supplier is Debit)

  • SUPCREDITTEL - Telephone of the Supplier (Supplier is Credit)

• Amount in text - The field TOTALVATTEXT, which displays the Total including VAT amount in text, has now been added to:

  • Supplier Invoice

  • Customer Credit Note

  • Supplier Credit Note

• Workflow - NavBar - The Caption of the three default NavBar items can now be customised by setting the Workflow Default - See image below:

• Workflow - Look and Feel - The Menu Items (under the NavBar) in the Workflow modules have been converted to buttons, similar to the Transaction Layout - see image below:

• Purchase Orders - Data Pipeline - The following fields have been added to the pipelines PO_Rec, PO_All:

  • CREDITTERMS - Credit Terms of the Supplier

  • VATNO - VAT No of the Supplier

• Supplier Invoices - Data Pipeline - The following fields have been added to the pipelines plSupInv plSupInvAll:

  • CREDITTERMS - Credit Terms of the Supplier

  • VATNO - VAT No of the Supplier

  • CONTACTTEL - Telephone of the linked Supplier contact

  • CONTACTCEL - Mobile of the linked Supplier contact

• Supplier Credit Notes - Data Pipeline - The following fields have been added to the pipelines SCredit_Rec, SCredit_All:

  • ACCOUNT - The linked Account name

  • VATNO - VAT No of the Supplier

  • CONTACTTEL - Telephone of the linked Supplier contact

  • CONTACTCEL - Mobile of the linked Supplier contact

• Delivery Notes - Data Pipeline - The CONTACTCEL field has been added to DN_Rec, DN_All pipelines. This is the Mobile number of the linked contact.

• Supplier Credit Notes - Account - An Account field has been added to the Supplier Credit Notes - see image below. This field will copy from a Supplier Invoice and will update the Credit Field in the Ledger. TThe field is also available in the Transaction grid and in the data pipelines.

• Work Order - Output Description - When a Work Order is created from a Sales Order, the Customer name is no longer concatenated into the Description. An additional field has been added into the Output grid (Hidden) to show the Customer on the linked Sales Order - this will only be necessary if you are grouping jobs from different Sales Orders on to one Work Order. See image below:

• Delivery Address - Functionality to Select another Delivery Address has been moved from the menu to a button above the Delivery Address field. See image below. This has been updated in: Sales Orders, Work Orders, Delivery Notes and Customer Invoices.

• Item No. - Functionality to order items (Move them up / Move down) has been added to the following modules. (This functionality also provides an Item No. (ORDERID).)

  • Customer Invoices

  • Customer Credit Notes

  • Delivery Notes

  • Purchase Orders

  • Supplier Invoices

  • Supplier Credit Notes

  • Material Movement

  • Transfer Orders

• Delivery Notes - WO No. - A WO No. field has been added to the Delivery Notes. This field is now populated when a Delivery Note is created from a Work Order. See image below:

• Delivery Notes - Items Note - A Note field has been added to the Delivery Note Items table - right-click an Item and select View/Edit Note to open the rich-text editor.

• Inventory - Replenishment View - A Replenishment View has been added to the Inventory Reporting module which displays records that are Inventory items where the Available Qty < Min Qty (If the Min Qty is blank, it is assumed that it is 0).

• The Inventory band displays the Available Qty differently to other Inventory reports - In this view, the Available Qty also takes into account what is on Order.

• The Supplier band displays the linked Supplier with the lowest Base Unit price.

• An Action to Create Purchase Order has been added which can be used to create a Purchase Order from the selected items. If items linked to multiple Suppliers are selected, the user will receive a warning and if they confirm, the Purchase Order will be made to the Supplier on the first item. The Qty will be the higher of the Inventory Re-Order Qty (Blank = 0) or the Supplier Min Qty. The quantity will also be rounded up to the Supplier’s Unit (eg. They may sell in Packs of 250) or to a whole number.

• Estimating - Custom Description - General Settings have been added for three Custom fields that can now be added to the Estimate Description - if the Setting is blank, the field is not added to the Estimate Description. If the field is not populated on the Estimate, it is not displayed on the Quote letter. See images below:

• Cost Summary - Stock Returns - The query that calculates the Stock Returns has been updated to only show Stock Returns for a Work Order if the same Material was Issued to the Work Order - This is necessary to prevent Stock Received from Output to be allocated as a return.

• Cost Summary - Rebuild - A Menu > Rebuild button has been added to the Cost Summary module. This can be used to ‘fix’ the Cost Summary if, for an unlikely instance, an item was issued, then returned and then the Issue was deleted.

• Cost Summary - Output - File queries have been added which can be used to Output the Costing Treeview. A sample template has been uploaded to the Downloads Folder for BP 2019.01. See sample image below:

• Customer Actions - A Customer Action menu has been added to the Customer Module (Grid View and Edit View), the Customer Summary as well as to the Contacts module. This is a step towards improving the CRM functionality in BOSPrint. See image below.

Actions include:

• • • New Quotation

    • New Workflow (All the Workflow modules that linked to Customers are listed)

    • View Customer Summary

    • View Quotations (This opens the Quotations module and filters on Pending and Complete Quotations)

    • View Work in Progress (This opens the Sales Order module and filters on Pending and Active Sales Orders)

    • View Workflows (All the Workflow modules that linked to Customers are listed) This opens all the Workflow items linked to the Customer.

• Inventory Locations - Staff Settings have been added to set the Default Inventory Location for Sales Orders, Work Orders, Purchase Orders. If these Settings are blank, then the first Location is selected by default. See image below. In addition, you are now able to change the Stock location on all Transactions that use Inventory.

• Job Summary - The Job Summary module has been changed to display data in a Treeview format, similar to the Income Statement. The Sales portion is created from the Sales Order and Customer Invoices (This section is not displayed when a Work Order is not linked to a Sales Order). The Cost of Sales section consists of all the linked Work Orders, each one with its own Cost breakdown and drill down functionality to open the linked Transactions. The Cost summary now has only 3 tabs: Costing, Planning & Timekeeping. See image below:

• Estimate - Create/Update Material Item - Functionality has been added to update a linked Material item from an Estimate. Previously this could only be done from the MAterial item. See image below:

• Planning Board - Staff Setting > Planning Board - Default: Show WiP View in Planning Board Summary has been added. By Default the Setting = No and the Summary view is displayed.

• Planning Board - Staff Setting > Planning Board - Default: Hide Planning Board Summary has been added. By Default the Setting = No and the Summary panel is visible.

• Reminders - User Filter - A Staff Setting > Workflows > Default: View other User’s reminders has been added. Default = No. When Yes, The User filter in Reminders is enabled. An ‘All’ option has been included and the a User field has been added to the Gridview, hidden by default. See image below:

• Ledger - Output multi-selected records (Print & Email) - Functionality has been added to Output > Print/Email multi-selected records.

• E-mail - View all e-mails - A Staff Setting > E-mail > Default: View all e-mails in Sent folder has been added (Default = No). A user filter has been added to E-mails > Sent Folder. By default the filter is locked to the logged in User. If this setting = Yes, you are able to view all the e-mails in the Sent folder.

• E-mail - Send & Delete - The Send menu item has been replaced with a button in the header. The Delete All menu item has been replaced by a Delete button in the Header that can delete all the selected e-mails.

• Transaction Queries - Branch name - The Branch name has been added to all the Transaction queries that use Branches - for use on output templates.

• Transaction Status - Move Status up only - Staff Settings have been added to prevent users from moving the Status on a transaction to a lower Status. This has been applied to Quotations, Sales Orders, Work Orders and Purchase Orders.

• Staff Setting > Disable Cost Centre Rates - A Staff Setting > Quotations > Default: Disable Cost Centre Rates in Estimating (Default = N) has been added. When this setting = Yes, users are not able to override the hourly rate on Estimates.

• Leave - Weekend Days - A General Setting > Leave Manager > Weekend Days has been added to specify the weekend days that will not be deducted from Annual Leave. NB. The Staff Manager only shows the Leave Days correctly if a Start Date has been set for the employee.

• SO Status Change update WO - Functionality has been added to the Status change dialog to automatically set linked Work Orders to Complete / Cancelled when the Sales Order status is changed to Complete / Cancelled. See image below:

• Estimating - Section Type = Single Pass - The paper calculation on this Section type has been updated to add MR Overs / Plate for the maximum of Total Colours and Total Plates used.

• Quote Items - Status - A Status field (STATUSID) has been added to Quotation Items and is visible in the ITems GridView as well as in the Items View gridview. The Status can be set using a fixed lookup list of:

  • Pending - Item has not been accepted or cancelled. This is the default Status.

  • Accepted - Item has been manually set to Accepted or it has been copied to a Sales Order

  • Lost - Item has been manually Cancelled. When a Pending Quotation is set to Lost, the Pending Items will be converted to Cancelled.

• Quote/SO Items - Margin & GP% - Fields have been added to record the Profit (PROFIT) and GP % (MARGIN) on the Quote and Sales Order items. Before these fields were calculated and not available to extract in Reports and use on templates.

• Supplier Invoices - Account - The Account field has been added to the Supplier Invoices grid, hidden by default.

• Sales Order - The Supplier name has been added to the SOItems_All data pipeline - SUPPLIER.

• Output - When only one template is available on the Output menu, users no longer have to select the template.

• Restore Default Grid - Functionality to restore the default grid (Delete Grid Settings) has been added to Quotations, Sales Orders, Customer Invoices, Customer Credit Notes, Delivery Notes, Work Orders, Purchase Orders, Supplier Invoices, Supplier Credit Notes, Materials Movement, Ledger and Materials.

• Estimating - Pre-press - Pre-press services no longer need to be linked to a Section in order to use the Qty Types like ‘Plate Qty’, Signature Qty’, Worksheet Qty etc. When the Service is not linked to a Section, the sum on all the Sections is calculated. When Items are added to Pre-press, the Qty Type from the setups is now applied.

• Estimating - Quote Cost - The Ordering of records in the Costs tab has been updated to match the Estimate more closely. This will make grouping on an Output template easier.

• Estimating - Setting - A User setting (Copy Quotation Reference to Estimate Description) has been added to copy the Quote Reference to the Estimate Description when a new Estimate is created. The default value = False.

• Estimating - Update from Setups - Scroll buttons have been added to the Estimating ‘Update from Setups’ dialog which allows you to scroll through the Estimates on a Quotation. Estimates can now also be updated from the Quotation Menu > Update Quote from Setups.

• Estimating - Single Pass - A new Section Type (Single Pass) has been added. This type is useful for a scenario where multiple colour and plate changes are made during only one pass.

So if 4 colours are linked to the Section, it is assumed they are printed using one pass with washups added for each colour. Eg. on a Qty of 1000, 100 = Spot A, 400 = Spot B, 300 = Spot C and 200 = Spot D

The image below illustrates the difference between a Standard Section and a Single Pass section using a 1 station Litho press - On the Standard Section, 5 passes are assumed and on the Single Pass section only 1 pass is assumed.

The next image illustrates how the Description is generated for a Single Pass section, compared to the Description of a Standard section:

• Forex - RoE Updates - When the RoE on a currency is updated, the Supplier Prices listed in the same currency are now also updated to show the correct local currency price.

• Customer/Supplier Summary - An Info (i) button has been placed next to the Customer/Supplier lookup in all transactions. Clicking this button opens the Customer/Supplier Summary. See image below:

• Planning Board - A General Setting has been added which determines whether or not Services linked to the same Cost Centre are combined on the Planning Board or not. See image below:

• Transactions - ‘Links’ button - A Links button has been added to the Transaction Headers. Clicking this button displays a list of linked transactions which can be clicked to open. This is simply a productivity tool for faster navigation - it’s not intended to replace the Linked Transactions module. See image below:

• Estimate - Internal Notes - Functionality has been enabled to add internal Notes to Estimates. See Image below. The Add button will add a time-stamped note or you can click the Edit button to edit the notes directly. The Notes can be added to a template using the QT_Int_Note data pipeline.

• Work Order - Quote No. - When a SO Item is copied to a Work Order, the linked Quote No. is now also copied to the WO. NB. Note the format of the Quote No. which will now be consistent throughout: QuoteNo/VerNo - ItemNo. See image below:

• Planning Board - A Button has been added to hide/Show the Planing Board Summary - see image below:

• Material - Edit - The Materials Edit form has been updated with the addition of a back button and the Close button on the right has been removed. See image below:

• Transaction Headers - Transaction Headers have been updated with splitters between the columns and where applicable, the ‘Deliver to’ field has been moved next to the Reference and Note - See below an image of the new WO Header:

• Sales Orders - ‘More’ tab - The ‘More’ tab has been removed from the Sales Order module. The fields behind the controls on the ‘More’ tab have not been deleted. We would appreciate feedback on how those fields are used, if at all. See image below:

• SO - Update from Version - An update option has been added to the Sales Order ‘Update from Quotation’ functionality. When the ‘Update from Version’ option is checked, the user can select another Version with the same Quote number and the items will then be updated and not re-created - this will prevent links to WO’s and PO’s etc. being broken. See image below:

• Credit Notes - A Contact and Rep field have been added to the Credit Notes module

• Material Lookup - The Material Lookup, used to find and add Materials to Transactions has been updated by removing the Type filter - see image below.

When a material with Type = Fixed Qty is selected, the Qty field becomes a lookup field which only allows you to select one of the fixed quantities.

When a Material with Type = Price Range is selected, you are not allowed to add a quantity outside of the price range.

Deprecated Functionality

• SO/WO Combined - The functionality to run Sales Order / Work Order combined has been removed and the Work Order module is always visible.

• Work Order By-products - This mostly unused functionality has been removed from Work Orders

• Old Status Images - The old Image lists used in Status fields have now been removed.

• Stock Movement module - The old Stock Movement module has been removed in favour of using the new Materials Movement module.

• Dashboard - The existing Dashboard, which displays indicators on the Workspace has been removed in favour of using the new Dashboard.

• Materials Category Type: Quotes -- Unit = Qty - This functionality has been deprecated in favour of adding a Qty directly linked to the MAterial Pricing. The upgrade script will update these items accordingly.

• Materials > Replenished - This field has been removed. It’s only function was to show/hide the Estimates tab which is now always visible.

• Estimates Pre-press and Finishing - Exclude from Total - The option to add items to Prepress and Finishing, which are excluded from the Total has now been removed. The upgrade script will convert these items to Quote Items on the same Quote as the Estimate.

• Price Lists - This module has now been removed in favour of using the pricing functionality added to Materials > Units & Prices.

Documentation

The BOSPrint 2018 documentation site has been copied to be the basis for the version 2019’s documentation site which will open from the Help Menu. No further enhancements will be made to the BOSPrint 2018 documentation unless errors are reported. A link will be added to open the ver 2019 documentation from the ver 2018 documentation site so users can view the What’s new section for ver 2019.