06/10/2022

Enhancements

Inventory - Perpetual Accounting - Functionality has been added to update the Ledger from Material Movements transactions. See Inventory Accounting

The CRM module has been renamed to Sales Manager and the functionality to create Tickets has been removed from this module.

Service Manager - This is a new module, similar to the Service Manager in BOS Enterprise. See Service Manager

Inventory Reporting Module - A Filters Data Pipeline has been added for use on Output Templates - Inventory_Filters

A Find No field has been added to the edit form in Quotations. If a Quotation has multiple versions, Ver 1 is opened and you can scroll to the other versions.

CAA - The WiP column in the Customer Age Analysis now only displays Active Sales Orders. (Previously Pending Sales Orders were included in this calculation)

VAT Control - The VAT Types Summary has been split into separate lines for Output and Input and columns have been added for Total (exc), VAT, Total (Inc)

Bank Recon - Output functionality has been added with the following Data Pipelines:

  • BankRecon_Header - Displays the header data for the selected Bank Recon

  • BankRecon_Statement - Lists the Transactions that are included in the Bank Recon

  • BankRecon_Ledger - The Detailed Ledger for the Bank linked to the Bank Recon

  • BankRecon_Outstanding - The Outstanding Transactions as at the current date - NB. This works on a live basis only, it won't show the correct outstanding transactions if you Output a historic Bank Recon.

Material Movement Enhancements

  • a Return type has been added and is used for Work Order Returns as well Returns from Credit Notes

  • A Staff Setting has been added: Materials & Inventory > Edit Status on read-only transactions (Default = No)

  • When you close the Tracking edit form (used to record Serial No's), you are now prompted to update the Item Qty to the Serial No. count.

  • Users are now warned when they add an invalid Serial No. to a MMI transaction - ie. When the Serial No. can not be found in a MMR or MMT transaction.

  • A Warning has been added: The Serial No. count does not match the Item quantity. This warning is only displayed if Serial No's have been added to Items.

  • A warning has been added: Transaction is not in an Inventory Status

Fixes

Fixed: When an Outsourced Estimate was copied to a Work Order, only the last section of a multi-section job was copied to the Service Descriptions on the Work Order.

Fixed: An AV error was returned when you copied a WO to DN if the Sales Order module had not been opened.