07/12/2022

Enhancements

Management Notification - The Projected Turnover has been replaced by a Sales Order by Due Date band which displays the Total for each Category in columns of This Month, Next Month, Later and No Due Date. The Age Analysis band has been enlarged to allow for bigger numbers.

Delivery Note - A Terms field has been added to the Delivery Notes module. The Terms are copied from the Sales Order or assigned from the selected Customer when the Delivery Note is manually created or the Customer on the Delivery Note is changed.

Standard Estimating - Paper - a menu item has been added to Open the linked Material item.

Customer Invoices - A Quote No field has been added to the Invoice Items queries - this field is a lookup from the linked Sales Order.

Supplier Payments - Ref. No and Due Date fields have been added - useful for managing PDCs.

Product Estimating - When a Service Costing is added, the Edit form now only pops up if the Service contains a zero-value Outwork (OWK) item. Previously, it would pop up for every service that had a zero cost.

The Actions column in grid views has been updated with a hamburger menu icon.

The following fields have been added to the CAA - Transactions view:

• Order No - from the CI Header

• Terms - from the CI header

• Quote No - This is a lookup from the Sales Order linked in the Header

The following fields have been added to the CAA - Transactions view: Terms - from the SI header

Tracker Enhancements (Script only)

• The Delivery Notes are now ordered by Date and Time

Fixes

Fixed: When a new Service was created from a Category that had a default Note, the Note was not copied to the Response.

Fixed: The Services Category lookup was not refreshed after the Categories had been updated.

Fixed: When you opened a Service Ticket was opened from the CAA, the Active Ticket was not opened - a new ticket was always created.

Fixed: When you Add to Material from a Standard Estimate Paper - the price in the confirmation dialogue was not showing decimals.

Fixed: When a Standard Estimate was converted to Work Order, the Unit Price for Paper was in certain cases not converting correctly. (Related to sqm Board with Kg pricing)

Fixed: When an Estimate was updated, the Updated (User) field on the Quotation was not correctly updated.

Fixed: The legacy query (QryActInv) which displays Actual Inventory cost, was updated to prevent duplicates when an Item had multiple costs linked to the same Unit.

Fixed: The VAT Type Summary in the VAT Recon module was not displaying the zero VAT Totals.