26/09/2022

Enhancements

Materials / Materials Price Manager - An Active filter has been added to the Materials modules, unchecked by default.

CAA/SAA - The Entry Type and Entry Type Code fields have been added to the following data pipelines: AA_Receipts, AA_Allocations, SA_Payments, SA_Allocations - Fieldnames: ENTRYTYPE, ENTRYTYPE_CODE

Sales Orders - an Inv No field has been added to the Sales Order list view - this field only lists Invoices linked at the header level. The field is hidden by default.

Standard Estimating - Functionality has been added to Open the linked Material from the Costing tab.

A General Setting > Delivery Notes > Delivery Note batches by Date and Time (No = group by Date only) (Default = Yes) has been added to provide more flexibility when creating Delivery Note batches.

Customers - The popup warning on Customers has been changed to a red Warning Bar and now includes the following warnings, applied to Individuals and Companies.

  • Duplicate Account No.

  • Duplicate Customer Name

  • Customer Name is blank

  • VAT No. is blank

Label Estimating Enhancements and Fixes

  • A New (button) > Import function has been added to the Dies module which allows you to import dies from the Standard Estimating Dies table. When a dataset does not contain any records in the old Dies table, the Import menu is not displayed.

  • Dies can now be linked to one or more Product Estimates. When a die is not linked to an Estimate Type, it can be used in all the Estimate Types.

  • Butt Cut/ Perforation Dies - Functionality has been enhanced to allow for a quantity and gap across.

  • The following Warnings have been added to the Die edit form:

    • Qty Across is blank

  • The following Warnings have been added to the Label Estimating form:

    • Qty/Roll is blank

    • Rolls/Pack is blank

  • Fixed: When a Label Depth had decimals, the Depth would be rounded up when a Cylinder was selected.

  • The Quote Description has been removed from the Specification tab.

Tracker Enhancements & Fixes

  • Digital Delivery Notes can now be batched by Date or by Date and Time

  • Delivery Addresses are no longer mandatory on a Digital Delivery Note. (Previously an error was returned when a DN did not have a Delivery address)

  • Fixed: An error was returned in the Touch-screen Tracking module when a Cost Centre had an excessively long name.

Fixes

Fixed: The Campaigns Filter shortcut for 'Today' was not working. (Dropdown menu on the Reset button)

Fixed: An error was returned when adding a new Output template in General Settings.

Fixed: When using the 'Set Amount' batch update in the Budget module, the confirmation message '...rounded off to...' was incorrectly applied.

Fixed: Product Estimating - When you executed Update from Costing, new items that had subsequently been added to the Costing were not added to the Estimate.

When you drilldown to Materials, the Find Panel is now cleared to ensure you are able to find the selected Material.

The query that selects a Quotation history has been changed to work on header links to improve performance.

The Find Quote No function on the Quote edit form was not working and has been removed. (New functionality coming soon)

The new modal Service edit form has been enlarged to allow more space for linked Materials.

The Material lookup form used in the Costing setup has been enlarged.

The following redundant tables have been deleted: ACCOUNTCATS, DOCUMENTS, EXCHANGE, EXCHANGEITEMS, OLD_QUOTES_DOLPHIN, SERVERENS, SCHEDULE, SCHEDULESETUP, PRODAREAS, PRODCODES, ESTPRINT, ESTPRODPRINT, ESTPRODFIN, ESTFINISHING, ESTPRODSTOCK;