22/02/2022

Upgrade 22.01 (Beta) - Exe and Script

Enhancements

The caption of the selected tab of a Page Control is now displayed in bold text.

Material Price Manager - Email Excel functionality has been added to the Material Price Manager.

Materials > Units - A Base unit field has been added to improve clarity to the Convert Qty

Customer Invoices - A Status Filter has been added to the Customer Invoice module.

Cost Centers - The Equipment calculation now allows you to enter the Term (Years) and the Interest Rate / Year to calculate the monthly cost.

VAT Recon - When the Done button is clicked, a warning message is now returned if no transactions have been added to the Recon. An Output button has also been added to the edit form.

A General Setting > Accounting > Default: Allow CI, CC, SI, SDN transactions to be created in the Ledger (Default = No) has been added to prevent users from creating transactions directly in the Ledger when they should be created in the respective modules. Applies to Customer Invoices (CI), Customer Credit Notes (CC), Supplier Invoices (SI) and Supplier Debit Notes (SDN).

Email - Addresses - You are now able to add multi-selected addresses to an Email.

A Customer/Supplier Acc No. field has been added to the Transaction grid view of the following modules: Supplier Invoices, Supplier Debit Notes, Customer Credit Notes.

Delivery Note - A Specification field has been added to the DN Items. When a SO is copied to DN, the Note and Specification fields are copied to the DN Item. When a WO is copied to DN, the Note and Specification fields from the linked SO are copied to the DN Item.

Timekeeping - The Component field on Service Items is now concatenated to the Item Description field in the list view as well as the Item lookup in the Edit form.

Purchase Order - When an inactive Supplier is used on a Purchase Order, a red-band warning is displayed at the top of the window.

Standard Estimating - The Commission amount is now added to the Direct Costs in the Quote Summary. (Previously it was added to the Value Added)

Job Summary - The Planning tab has been removed from the Job Summary in favour of using a dedicated Planning form that can be opened from the Work Order or from the Planning Board.

Work Order Enhancements

• The Header fields are now displayed above the tab control so that they are visible when any of the tabs are selected - eg. Materials, Services, etc. (Previously the header fields were in the Output tab)

• A Menu Button > Open Planning item has been added.

JDF Switch Enhancements

• An Upload button has been added above the Parts grid view in the JDF Switch tab. This function will upload the XML file to Switch and update the Progress table.

• The Job XML File has been enhanced with the addition of <CONTACT> and <CONTACTEMAIL> header tags.

Timekeeping Enhancements

• Completed and Spoiled fields have been added to record the processed quantities - these fields can also be updated in the Job Tracker.

• The Note field has been added to the grid view (This field can be used for Downtime codes)

Planning Board Enhancements

• An Actions button has been added to open a menu containing the Actions to update the Planning Board.

• The Edit Task menu item has now been changed to Edit Job which now opens a form that displays all the Tasks for the selected Job (Similar to the former Planning tab on the Job Summary)

• Work in Progress view - A Branch field has been added, hidden by default.

• Work in Progress view - A WO No filter has been added

• Work in Progress view - Completed, Spoiled (hidden by default) and Outstanding fields have been added.

• The Work Orders / Summary View (left panel) has been enhanced with the following Views (Click the Views button to select a View):

  • Work Orders by Due Date - WiP grouped by Due Date, ordered by Due Time

  • Work Orders by Customer - WiP grouped by Customer, ordered by Due Date

  • Work Orders by Status - Wip grouped by Status, ordered by Due Date

• Summary - A List of all the Stages and their respective loadings

Job Tracker Enhancements

• Setup - Planning Board Stages - A Job Tracking section has been added where you can select whether to track Setup, Run and Washup

• Planning Board (Select from Queue) mode

  • When you click Start, you will be prompted for the Tracking Type (Setup, Run, etc.) if multiple options were selected on the Planning board Stage setup

  • A Start DT button has been added next to the Start button. When this option is selected, you can record downtime which is not linked to a Work Order.

  • Pressing the All button above the alphabet filters, now also checks the Show all checkbox.

  • Item Selection - Description is now displayed on the left, followed by component on the right. By default, only the Items linked to the selected Cost Centre will be displayed.

  • The Item detail has been added to the Queue and to the Active Jobs

  • When you Start/Stop a task, linked to a WO Item, the Status is now updated to In Progress or Completed. This will update the Work in Progress Routing field in the Planning Board

  • The control to Edit/Scan the WO No has been removed from this model as is impractical to implement.

Fixes

Fixed: You were unable to delete the last remaining item in a Price List. Price List items can no longer be deleted if they have been used on a Quotation.

Fixed: Balance Sheet - when ‘Show All’ was unchecked and the Accounts in the Group, which have balances but were summed to 0, the Group was not shown which caused the Accounts to be displayed below the Balance record.

Fixed: When a Note was added to an Active Task, it could be overwritten if another Note was added on Stop.