12/07/2022

Upgrade 22.01 - Exe and Script

Enhancements

Customer Credit Notes / Supplier Debit Notes - A warning, Allocation Outstanding, has been added.

Customer Invoices / Supplier Invoices - Batch Update functionality has been added to the Items view - Account only

Work Orders - A SO Status field has been added to the Work Order transactions view, hidden by default.

Products Estimating - A Setting > General > Override the Description Y/N (Default = No) has been added. See Products > Menu > Settings

Product Estimating - Corrugated Boxes - Functionality has been added to estimate Full Telescopic Design (FTD) boxes.

Online Library - an Update filter has been added. When checked, only the materials that are already in the database are displayed.

Materials - Batch Update functionality has been added to the Materials module.

Inventory Module - Default View - A PO No. column has been added to the Default View. When No date is selected, this field displayed the last active PO No. Right-click to Open Purchase Order

Customers/Suppliers - Functionality has been added to Save Grid (All Users) and to Restore Default Grid.

Staff - Functionality has been added to link Attachments to Staff

Sales Order Enhancements

• The header layout was modified to balance the three columns better.

• When an SO Item is copied to a PO, the SO Item is now set to In Progress

• When an SO Item was copied to a MMI, the Items caption now reads: Items: Resolve = Reserved (Previously it was Items)

Quotations Enhancements

• The User and Date Updated has been added to the footer of the Quotation edit form.

• The Open linked Material item menu item has been added to the Quotation Items popup menu.

Campaigns Enhancements

• When a Quotation is copied to a Campaign, the Quotation Status is now set to Complete.

• The Codes (Also used in the Distribution tab) for Items linked to a Quotation are now named 001, 002, 003, etc. to ensure they sort correctly (Previously they were named Item 1, Item 2, etc.

Standard Estimating Enhancements

• The lookup lists for the Outsourced Printing tab have been changed to fixed lookup lists which can be edited in General Settings > Quotations > Standard Outsourced Printing - Lookup lists. By default, they will be populated with the same values as before, excluding duplicates.

• Outsourced: Suppliers (Outwork) - Up to 5 quantities are now editable in the Supplier gridview. Click the Edit button to add prices when you have more than 5 quantities on the Estimate.

Product Estimating Enhancements

• A Qty Type has been added for Print Area (sq.m) - See Costings

• A Qty Type has been added for Mat Area (sq.m) - Material Area. NB. This changes how the material area is calculated from the Depth & Width fields - previously, the area would be calculated for any Qty Type. - See Costings

• Outsourced - Functionality has been added to create Outsourced Estimates

• The Description [] Override checkbox has been removed from the Description views in favour of adding a context menu (Right-click) that includes: Auto (Default) and Override. When an Override is applied, the caption is painted yellow

Corrugated Boxes Enhancements

• The margin for the second panel was adjusted to use Mgn 2 on a 2 Piece RSC

• Telescopic Boxes have been added

Label Estimating Enhancements

• The Qty Type: Print Area (sq.m) can now be used to access the foil area.

• A Depth and Width field has been added for Embossing (For description purposes only)

• Tech note: The Label Size is now assigned to the Part Size using half the Gap Across as Bleed and the Part size is then used to calculate areas. Previously, the Part (Area sq.m) was calculated using Label Size + 1x Gap Across/Down as bleed.

Tracker - Digital Delivery Enhancements

• Users are now able to select a Delivery Batch

• Delivery Notes are explicitly ordered by Batch.

• The Cancel option on the signature form was not working correctly - now you stay on the signature form when you select Cancel from the prompt to complete the Delivery Note.

Delivery Note Enhancements - See Delivery Notes

• Added fields to the Delivery Note header: Assign to and OrderID

• The Address field has been added to the Delivery Notes list view.

• The Data filter now includes: Assign to, Status and Batches

• Batch Update functionality has been added for Status, Date & Time, Assign to, Date & Assign to, Batches. See Menu (button) > Batch Update.

• A red Warning bar is now displayed when: Customer blank, Address Blank, Contact Blank, Item count exceeded for Digital Deliveries.

• Audit fields that show User/Date Created/Updated have been added and are visible on the Delivery Note edit form.

• Delivery Notes can now be batched and explicitly ordered by Batch.

• The Delivery Time field can now be edited and is used for batching Deliveries.

Fixes

Fixed: The Finishing Run Qty was calculating incorrectly when the Repeat Qty was greater than 1. (The Run Qty was not being divided by the Repeat Qty)

Fixed: Product Estimating - When you edited Label dies, the Save was not executed first.

Fixed: Customers - The Batch Update was not able to clear the Est MU% or the Item Adj%, it could only set the value to 0. IF 0 is selected now, the field is cleared.

Fixed: Standard Estimating - The Paper Size field in the Printing tab was, in certain cases, showing too many decimals.

The gridview for Materials > Units is no longer set to use the full width. The Add button has been changed to 'Add Unit'

The accounting lookup now contains the Parent lookup when the Parent is a Section (Previously it only applied to groups). The Parent name is only included if the Account name does not include the Parent name.

The procedure that generates Sheet/Reel Material Descriptions has been moved from the executable to an FB Trigger which fires before the update when Name, Colour, GSM, Depth or Width are changed. This removes the 0gsm which was sometimes displayed as part of the substrate name.

Fixed: The weight calculation in product estimating was not taking into account the unit of kg, g and mg on the material item. It assumed weight was always in kg.

Fixed: The Material lookup used in the Costing module has been updated to not show '- -' when a Material does not have a subcategory.

Fixed: When a Quotation was updated from a Campaign, the Quotation item was not recalculated.

Fixed: If you created a new Product Estimate while you were not on the Input/Specification tab, the form would not be reset to the Input/Specification tab.

The redundant menu item Start Remote Support has been removed from the Help menu.

Fixed: When a POS Sales Order was posted, the Customer Invoice was not linked to the SO.