13/09/2022

Enhancements

Planning Board - A Switch Responses view has been added to the Planning Board. When Today is checked, you will only see the responses received today; when unchecked, you see all the Responses linked to active Work Orders. Functionality is provided to filter by WO No. See Menu (button) > Views> Switch Responses.

Campaigns Enhancements - See Campaigns & Contracts

• The module has been renamed to Campaigns & Contracts - when you create a new transaction, you are prompted to select from a list of fixed Types.

• Checklist functionality has been added - the Checklists can be set up in Settings & Defaults > Checklists

• Attachments now work the same as on other modules (Top-right of Edit form). If a Campaign is linked to a Quote, the Quotation's attachments are visible in the Campaign.

• Delete functionality for multi-selected items has been added to the Items and the Distribution tab.

• Distributions - You are now able to Add all Addresses using the dropdown menu on the Add Distribution button.

• Edit Forms have been created for Items (The Item is the header, Distributions are the Items) and for Distributions (Distribution is the Header and the Items are the Items). The Item columns in the Distribution tab have been removed - the functionality was slow and impractical.

Fixes

Fixed: The Batch Update Staff lookup in Work Processes was editable instead of Fixed.

Fixed: When you drilled down to a Costing from a Product Estimate and you copied the Costing, the new Costing was not opened.

Fixed: When a SO was copied to a WO, and the WO filter did not include the Status for new WO's, the incorrect WO was opened.