Upgrade - 21/04/2023

Enhancements

Product Estimating - a data pipeline has been added for the Summary - QT_Est_Sum

VAT Recon - Show [] Zero-VAT; [] Out of Period Filters have been added to the Outstanding (Transactions), unchecked by default. 

Product Estimating - Functionality has been added to Hide items in the Description by right-clicking an item and selecting Hide. Hidden items are highlighted in red. 

Planning Board enhancements 

• The Board Layout settings for Compact, Standard and Extended have been moved from the Menu to the Board's toolbar.

• General Actions have been renamed to Global Actions.

• The Date List filter in the Job and Task view has been updated to include: No Date, User Date, Today, Tomorrow, This Week, Next Week, This Month, Next Month, Next 7 Days, Next 14 Days and Next 30 Days. (ie. Last has been changed to Next, and Years have been removed.)

• Req Date and Due Date options have been added to the Jobs View Date filter.

Fixes

The redundant CPN No. field has been removed from the Ledger. 

Fixed: When you copied a Work Order to a Delivery Note, the quantity on the Delivery Note was not set to the outstanding quantity.

Fixed: When a VAT Recon spanned multiple financial years, it could not be found using the Fin Year filter.

Fixed: Planning Board 

• All the stages were hidden when you un-Highlighted a job on the Board view.

• The 'View Job' menu item was not visible on the Board view context menu when you did not have editing rights.

• Save Layout now also includes the visible/hidden status of the side panel.

• The Job and Task View data filters are no longer reset when you change Views.

• Controls that don't apply when the date selection is 'No Date' are now disabled.