Upgrade - 06/04/2023

Enhancements

Cost of Sales - Ledger transactions can now be allocated as Expenses to Projects (Sales Orders and Work Orders) - see: https://sites.google.com/quickeasysoftware.com/bospro-learning-centrer/reports/cost-of-sales 

Contact Groups - Functionality has been added to create an SQL template for dynamic groups. After creating a new group, click Edit SQL and then click the Template button in the SQL Editor.

Delivery Notes - The Qty field has been updated to allow two decimals. A Staff Setting > Delivery Notes > New Allowed Y/N (Default = N) has been added - when No, you are not able to create new Delivery Notes directly in the DN module, you need to copy a Sales Order/Work Order to a Delivery Note.

Cost of Sales - The Invoiced column has been updated to reflect linked Credit Notes - previously, it only showed the sum of Invoices. It is recommended that you rebuild the Cost of Sales table after executing this upgrade. Cost of Sales module > Menu (button) > Rebuild Cost of Sales.

Ledger - Deleting - A Staff Setting > Accounting - Ledger - Deleting Allowed (Default = N) has been added.

Supplier Payments - Administrator rights are no longer required to Post to Ledger once the payment has been approved.

Standard Estimating - The Finishing/Prepress lookups have been changed to use a containing search.

Fixes

Fixed: The Planning Board's Highlight function was not working correctly.

Fixed: The Branches header Output was not updated when the Branch was changed. For instance, if you changed the Branch on an open Quotation, the Output would still reflect the header from the previous Branch if you did not refresh the Quotation.

Fixed: The Value Added on the Cost of Sales report was displaying the WO Total less Direct Cost - it should be Total Cost less Direct Cost.

Fixed: When a Standard Estimate was copied to the Work Order, the Markup for Outwork on Pre-press and Finishing was added to the Fixed Cost on the Work Order. 

Fixed: Standard Estimating: When a Finishing item was copied, the OrderID on the copied item was not updated.

Fixed: When an Estimate was copied to a Work Order, the checklist was ignored.

Fixed: Users with access to the Ledger were able to delete read-only transactions using the Transaction View menu.

Fixed: When a Material was added to a Service costing, the costing Description and Code were overwritten.

Fixed: The Paper Conversion between units from Standard Estimate to Work Order was, in some cases, not working correctly. The Rounding from the linked Material Item was not applied when converting to a different unit.