16/02/2023

Enhancements

Organigram - An Address field has been added to the Organigram - this field is used in the Purchase Order address lookup.

Purchase Orders - A Delivery Address field has been added to Purchase Orders. You can select from a lookup of addresses in your Organigram or from Supplier Street Addresses to populate the field. 

Customer Invoices - When you create a Receipt on a Customer Invoice, you are now able to enter text in the Reference field.

Ledger - When a Transaction is read-only because it has been allocated only, the Reference and Note fields now remain editable.

A License Expiry warning is now displayed in the Title bar as well as in the Status bar when the license expires in less than 5 days.

Materials - When the Supplier is changed, the Currency is now automatically changed to the Supplier's Currency.

Setup > Accounting > Entry Types - functionality has been added to Copy an Entry Type.

Estimates (Standard and Production) - An Actions button has been added for the action-type items that were previously in the Menu.

Delivery Notes - A Staff Setting > Delivery Notes > Deleting Allowed  (Y/N default = N) has been added to provide explicit user access for the deleting of Delivery Notes.

Contacts - An All/Customer/Supplier/Staff filter has been added.

Approvals - The Decline action has been removed in favour of adding a Note when a user won't approve the transaction.

Work Orders - When a Work Order is in an Active, read-only Status, the Copy and Attachments Actions are now enabled. The Edit Location lookup menu item has been moved from the Edit View to the List View.

Time and Attendance Enhancements

Timekeeping records are now linked to a Workshift - this allows for frequent changes to Staff Workshifts. The Workshift is editable in the T&A module.

The Date has been added to the Payments gridview.

The layout of the T&A module has been updated to three columns: Clocking Records, Images and Payments.

Planning Board Enhancements

General Actions have been added to all the Views.

The Action: Set Start/Finish from Now (Stages) - has been updated to work on the explicit Order when executed from the Board view.

Functionality has been added to Save the Board layout including the Stage/Summary Width, Visible Stages and the View (Compact, Standard or Extended. The Staff Settings to set the Default Stage width and Visible Stages have therefore been removed. 

An Unselect All option has been added to the Stages filter. When the All or All (Not Empty) and Unselect All menu items are clicked, the menu remains open.

New General Action: Reset Planning Board - This Action will execute the following General Actions in this order: 

Fixes

Fixed: When a Material Item was deleted, the linked Price History was not deleted. The upgrade script also deletes orphan Price History records.

Fixed: When a foreign currency Purchase Order was copied to an MMR (Local Currency) and then from the MMR to a Supplier Invoice, the total on the Supplier Invoice was incorrect - the local currency amount was assigned to the SI as the foreign currency amount.

Fixed: A hamburger menu icon has been assigned to the Action column on the Entry Types Status grid.

Fixed: Paid Invoices were incorrectly displayed as Outstanding Invoices when the Age Analysis was viewed in foreign currency.

The Insert SQL in the Exe was removed from the Standard Quote's Description Query.

The Captions used in the Dual List forms in the Checklist Setup, have been changed from 'Visible...' to 'Selected...'.

The redundant Quotations > Actions > Reset Estimate Adjustments has been removed.

Fixed: When a Quotation was linked to a Pricelist, you were able to add an Adjustment amount.

Fixed: The Quotation Action to 'Update Quote from Setups' was not working correctly for Materials that were using the price type 'Fixed Qty' or 'Price Range'. The wording on the confirmation dialogue has been updated too.

The Menu item to 'Edit Size lookup' was moved from the Quotation edit form to the List View - where the other setup menu items reside.

Fixed: Ctrl+H shortcut for Highlight was not working correctly on the Planning Board

Fixed: The Action to adjust the Start/finish by WO Due Date was not working correctly.