04/08/2022 - BOS Pro Exe and Tracker Exe

Enhancements

Accounts - Export - Functionality has been added to Export Grid / Email Excel from both the treeview and the gridview. A Find Panel has been added to the gridview.

Sales Orders - Invoiced - The query that generates this value has been updated to work on both header and item links.

Branches - The following Actions have been added:

• Link all transactions to the selected Branch - Required when adding a new Branch to an existing database.

• Remove all links to the Branch - Available when only one Branch exists in the DB. After executing this Action, the Branch can be deleted.

Product Estimating Enhancements

• The Staff Setting > Quotations > Copy Quotation Reference to Estimate Description now also applies to Product Estimating

• The Products (Setup) Menu is now populated according to the selected Product Type.

Product Estimating - Outsourced Enhancements

• Parts can now be added to an Outsourced Product.

• The lookup lists for Outsourced Estimating have now been added as a selectable gridview in the left column (Similar to how it works on the Input tab)

• Functionality has been added to populate the lookup lists from an Estimate; right-click an item to open the popup menu - Add to ... lookup.

• When you open a linked Costing from the Input tabs, you are no longer changed to the Costing tab if their is only 1x Cosoting item for the Input Item.

Quotations Enhancements

• When a Material is added to a Quotation, the Supplier field is now populated from the Material.

• Functionality has been added to Create a new Material from a Material or Custom item on a Quotation. This is useful for converting a generic, say Die, into a Customer linked record for a specific Die.

• A Recurring field has been added to Quotations. When a Recurring Quotation is copied to a Sales Order, the transaction flow will start on the Sales Order. The Quotation will appear in the Links of the downstream transactions, but the Links on a recurring Quotation will always be blank. This is to prevent excessively long lists of Links which would normally be generated when the same Quotation was copied to many Sales Orders. The SO No. and WO No. fields will always be blank for recurring Quotations.

Cost of Sales (Module) Enhancements

• A [] Transaction or [] Invoiced option has been added to the data filter to select which date you are filtering on.

• A Rep field has been added, hidden by default.

• The Transaction Status has been colour coded

• The following fields have been added to the Summary band:

  • Direct Cost - Stock Issued (Less Returns) + Purchases

  • Value Added - invoiced less Direct Cost

  • VA % - Value Added / Invoiced x 100

Inventory Module Enhancements

• An option to [] Hide Blanks has been added to the Data Filter. This will hide items that have a zero Qty In Stock.

• A Unit Price % column has been added to the Closing band. This field displays the percentage change between the Opening and Closing Unit Price. A change of more than 5% is highlighted in red.

• An [] Exceptions field has been added to the Data Filter. When this option is checked, the following items will be displayed:

  • Unit Price change of more than 5%

  • Unit Price = 0

  • Items with a negative Opening or Closing In Stock value. (Only these items will be displayed when No Date is selected.

Label Estimating

• Dies - the Gap Around now displays 4 decimals.

Fixes

Fixed - When adding a Custom Outwork item to a Product Estimate, the Unit Price was limited to 2 decimals, instead of 4.

Fixed: When you added a new Paper (Type-sheet), the Qty out was not selected until you re-select the Paper. If there was no GSM on the Paper, the Paper Lookup Description was blank.

Fixed: When a Paper Sheet was added to Costing, the Size was not added to the Code by default.

Fixed - Cost of Sales - the drill down to Stock Issued was in some instances incorrect.

Customer/Suppliers - The popup edit form is no longer opened by default when you add a Contact.

Fixed: The Customer Order No was not displaying on the digital delivery note (Fixed on Tracker.exe)

Fixed: The Delivery Notes > Batch Update > Date/Time was not working correctly.

Fixed a Spelling mistake in the Sales Orders Actions 'Salse > Sales'.

When you click 'Add Contact' in the Customer/Supplier edit forms, the popup modal form is no longer opened.

Fixed: The Data Pipelines QT_Est_Desc and Est_Qt_Price were not closed after being accessed.