08/06/2022

Upgrade 22.01 - Exe and Script

Enhancements

Export Grid / Email Excel - A Staff Settings > Export Grids and Email Excel - Access Allowed (default = No) has been added.

Delivery Notes - Customer/Contact - You can no longer type custom values into the Customer/Contact fields on a Delivery Note. The fields have been changed to lookup fields, similar to those in other Customer transactions.

Materials - Subcategory - Editing the Subcategory lookup list has been moved to the Edit Material Categories form.

Supplier - Search - The search box on the Supplier List View has been moved next to the Reset button, similar to how it works in other modules.

Purchase Orders - The Invoiced and Inv No. fields now also take into account SI Items that are linked to the PO at Item level only. An SI No. field has been added to Items, to show the SI linked at the item level.

Linked Transaction Enhancements

Transactions are now linked on a Header and Item level using a Flow field. When a transaction is created, the Flow field is updated from the Primary Key. When a transaction is copied to another module, the Flow field is also copied in the Header and in the Item. See Base Concepts

Customer Enhancement - Access to Transactions

See https://sites.google.com/quickeasysoftware.com/bospro-learning-centrer/masterdata/customers.

This functionality complements the Customer Status as a means to determine which transactions may be created for the Customer. Explicit settings are now used to enable access to Customer Transactions instead, including Quotations, Sales Orders, Campaigns, Delivery Notes and Customer Invoices.

The upgrade script, as well as a new trigger, sets the Transaction Access settings according to the Customer Status:

• Prospect / Suspended - Only Quotations are enabled

• Active / Occasional - All Transactions are enabled

• Closed - No Transactions are enabled

The Occasional has been removed and Customers linked to Occasional have now been linked to Active.

Fixes

• A 'Description' caption was added to the Cost Centres edit form.

• The redundant Staff Setting > Email > Email Stationery for Quotations has been removed.

• The redundant Menu button on the Customer Edit form has been removed.

• Added field MATCOSTID to WOOUTPUT - previously it was obtained from SOITEMID or first one from MATUNITID.