What you'll find on this page:

• Once you've upgraded

• General Enhancements

• User-defined Fields

• Stock Items

  1. Setting up - Items

  2. Goods Received

  3. Goods Issued

  4. Stock Transfers

  5. Allocate Issue to Receives

  6. Inventory Module

Once you've upgraded

After upgrading, the following will need to be done:

• Log into the application and Update settings.

• Set User Access to the new Services Item Categories - this can be done in Item Categories.

• Link Estimate Types to the applicable Transaction Types.

• Estimate Types that use Material/Service parameters will need to be upgraded. Open the Estimate Types and Test for errors.

• Create Generators for the Workflow modules. Setups > Workflows > Menu > Update all Generators

• Update custom Stored Procedures that are no longer working - Custom Stored Procedure might need to be dropped before running the upgrade scripts.

General Enhancements

• Estimating - Costs - The Stock Qty and Unit (ie. the Item’s base Qty) has been added to the Estimating > Costs tab. The Available column is highlighted in red when the Available Qty is less than the Stock Qty - see image below:

• Price Lists - History - Functionality has been added to view a Price List’s history - see below. Before Price History was only available in the Items Module.

• Exceptions Reporting Module - A new fixed reporting module has been added to show mistakes and exceptions which we typically encounter. This module will developed as and when we encounter setup and processing errors in customer databases. See image below. Drilldown functionality is also provided to the module where the exception occurs.

• Price Lists - The Nickname field has been renamed to Code.

• Estimating - Output - The NOTE (The note from the Input Items) and CATEGORY_ITEM (The Item Category of Input Items) fields have been added to the Est_CompSum data pipeline.

• Price Lists - Copy - Functionality has been added to copy a Price List. All the prices will be copied, but the Customer links are not copied.

• Estimate Types - The user-interface has been enhanced to make it more intuitive and similar to other modules. Changes include:

  • Header Fields are now edited at the top of the screen (No longer in the Gridview on the left).

  • The Find Panel has been removed in favour of adding a smaller search edit box.

  • Controls that are used to edit items are now constrained to the width of the Items Grid.

  • The Version Numbers have been hidden.

• Price Lists - The user-interface has been enhanced to make it more intuitive and similar to other modules.

• Customers - User-defined fields - Functionality has now been added to the Customer module to view User-defined Fields in fullscreen mode. See Menu > View/Edit User-defined fields.

• General Settings - A new group has been created for User-defined fields - see image below. Currently this would be the place to set the maximum visible User-defined fields in the Customer and Items edit Windows.

• Estimating - Updates - A filter has been added to the Estimating > Updates tab. By default the Description and Supplier variances are now hidden - see image below:

• Multi-currency - Multi-currency is now supported in the Payments module. The Invoice allocation is in the local currency, however (The same as it works in the Ledger).

• Payments Module - Fixed Amount - When this option is selected, the allocation is no longer set automatically (unless the payment is linked to a parent transaction) You need to manually allocate the amount entered into the Pay field.

• Payments Module - Allocation -When this option is selected, the Pay amount will be set by the Allocated amount. Invoices can be allocated by clicking the checkbox in the invoice grid or by entering an amount in the Pay column of the Invoices grid.

• Ledger - Receipts/Payments - When viewing a Receipt or Payment in the Ledger, you are now able to use the functionality below to set the amount and allocation by Outstanding, 30 Days or 60 Days.

• Transaction Status Disabled - The Transaction Status field can now also be disabled using the Transaction Types > /// setting. See image below:

• Item Summary - Stock Check - Functionality has been able to drilldown to a Stock Check from the Inventory page.

• Item Summary - Inventory (Alerts) - A filter ‘Inventory (Alerts) has been added to the Item Summary > Transactions page. See image below. Selecting this filter will display all the pending inventory transactions, where the transaction date is less than the last Stock Check Date.

• Transaction - Inventory warning - When a Transaction that contains inventory items and the transaction date is less than the last Stock Check Date is Saved, a warning is displayed. See image below:

• Stock Check - Warning - The Stock Check module display a Warning when there are Pending Transactions that are dated prior to the Stock Check date. See Image below. You can right-click on the item to view the Inventory (Alerts) which will display the rogue transactions.

• Estimate - Costs - a View button has been added on the right above the Transaction Items gid. This button opens a dropdown menu that enables you to view a summary of all the Costs linked to Estimates on the selected Transaction. The dropdown menu also contains the function to view the Estimate Resolve Items (Items that need to be Issued or Purchased). See image below:

• Duplicate Account Number on Customers/Suppliers - Warnings have been added to warn users when an Account number has been duplicated - see images below:

• Duplicate Customer Order No. - Warnings have been added to warn users when a Customer Order number has been duplicated in the same transaction type - see image below:

• Supplier Invoices - A Transaction Types > Default for option has been added to identify which transaction types are used for Supplier Invoices. See image below:

When a Transaction Type is set to Default for = Supplier Invoice, an Invoice number field will appear under the No/Date and users will be warned when the Supplier Invoice Number is duplicated for the same Supplier - See image below:

• Inventory Transfers - The Location From and Location To fields are now available in the Items View - see image below:

User-defined Fields

• Layout: Right - Functionality has been added to display fields to the right of the preceding field. See image below:

• Editor: Caption - A new Editor named Caption has been added. With the Layout: Right option. This allows you to display user-fields in a tabular format. See image below:

• Insert - You are now able to right-click and insert a user-defined field (Before you had to add a new field and move it up to the required position.

• Splitter - A Splitter is now added between the columns to allow resizing at runtime.

• A General Setting > Items & Inventory > Max User-defined Fields in Edit Window has been added. This setting can be used to restrict the number of User-defined fields that is displayed in the edit window.

• Items > Menu > View/Edit User-defined fields - Functionality has been added to display user-defined fields in a separate fullscreen display. This is ideal when many user-defined fields are linked to an Item.

Stock Items

This functionality enables users to allocate specific serialised items or batches to a Stock Receive or Issue transaction.

The Transaction Item quantity is then totalled from the selected Items.

This functionality only works with Inventory Items.

Stock Items can only be added/updated once the Inventory Location has been set and once Stock Items have been added, the Location can’t be changed.

The Bin Ref lookup is populated from a lookup list which is linked to the Location - see Items > Menu > Edit Locations.

Stock Items can be added to Transaction templates using the pipeline Items_StockItems.

This functionality is useful for:

• Tracking serialised (numbered) products.

• Tracking raw material batches used in manufacturing

• Managing Bin Locations

• Managing which serialised parts are used in products

1. Setting up - Items

The Item Tracking field determines whether or not this functionality will be enabled. Tracking options include

Product No. - Each Item has an automatic Qty = 1

Batches - The quantity can vary for each Item (eg. kg) and Items can be partially or completely used.

2. Goods Received

When products or raw materials are received from a Supplier or from the Factory, Stock Items are created and Serial Numbers are recorded or assigned.

3. Goods Issued

When a Product is Issued to say a Sales Order or a raw material batch is issued to say a Work Order, the Issued Items are selected from the available Received Items (created in the Goods Received transaction) which are in the same inventory Location.

The Serial No. is copied from the Received to the Issued Item. When using the functionality to add multiple Stock Items in the screenshot below, the Serial No is appended with _1, _2, etc.

4. Stock Transfers

When a Transfer Issue transaction is created, the Issued Items are selected from the available Stock Items in the ‘from’ Location

When a Transfer Receive transaction is created, the Received Items can only be selected from the Stock Items added in the upstream Transfer Issue transaction.

5. Allocate Issue to Receives

This functionality allows you to link components to a product. Ie. The Items that were Issued to a Work Order can be linked to the products that were received from the work Order. The menu item is visible on any transaction which has both Receive and Issue transactions in the same flow.

6. Inventory Module

A Stock Items view has been added to the Inventory Module. This module allows you to search for any numbered product or batch and drilldown to see the product movement, usage or component usage.

• Item Panel - Minor UI enhancements and removed the Tracking number which is now redundant.

• Transaction Items Batch Updates - Functionality has been added to make batch updates to selected Transaction Items (See image below). The Batch update panel can be opened by selecting Menu > Batch Updates.

• Item Panel - Outstanding Qty - When Items are copied from another transaction and the setting Qty/Amount = Total on the Copy Rule, the Outstanding Qty is no longer indicated.