19/08/2022

Enhancements

Cost of Sales - Speed - We've updated the queries to improve performance and removed the Show Invoiced filter as it is no longer required. The Rebuild Cost of Sales function now also rebuilds the Invoiced table.

Transaction Links - When the From transaction is updated, only the header Flow is now updated. Previously the Item and cascading flows were also updated which caused the Links to show for the old and the new From transaction. Note: This functionality should only be used on empty transactions without any cascading transactions.

Purchase Orders / Sales Orders - Invoiced - The Show Invoiced filter has been removed and the Invoiced (Exc) column is now highlighted in red when the values differ from the PO/SO Total.

Purchase/Sales/Work Orders - An option to filter on Transaction or Due Date has been added to the Data Filters.

Customer/Supplier Age Analysis - Save Grid (All Users) has been added. Functionality has been added to Open Customer/Supplier.

Materials Enhancements

• An Actions button has been added to the edit form. The Menu items that are 'actions' have been moved to this menu.

• When you select Actions (button) > Add to Inventory, the item is now set to Edit mode by default.

• When you add a new Cost/Price, Set Cost now defaults to Auto-highest

• A splitter has been added between the Description and Code fields - this allows you to open the Code field when required.

Output - Data Pipelines - The following fields have been added to Data Pipelines:

• The Customer/Supplier Contact Title field has been added to: QT_Rec, SO_Rec, CI_Rec, CC_Req, PO_Req

• The Customer Acc No field has been added to: WO_Rec

Product Estimating - Costings - Enhancements

• Material and Substrate Costings can now be created from a Material item - see Actions (button) > Create a new Costing.

• Costings linked to a Material Item are now displayed in the Dependencies tab of the Materials edit form - drill-down functionality is provided. Double-click the Costing record to drill down to it.

• Costings can now be added to/removed from a Product using the dual-list functionality on the Costing edit form.

• The Data Filter has been enhanced with fields for Cost Centre, Material and Supplier.

Fixes

Fixed: When a PO was copied to a PO, the date on the old PO was copied to the new PO, instead of setting the date on the new PO to the current date.

Fixed: When a SO Item was linked to a Supplier, you were not able to set the Item to Reserve. Note: If an item is linked to a Supplier, the Supplier is now copied to the Quotation.

Fixed: Status setup - When a default was linked to a Status, the same default was not cleared from other Statuses.

Fixed: The module lookup in the Output template setup was referencing 'Production Times' instead of 'Timekeeping'.