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Logical Printers which cannot map to the physical printer now display an alert in Print Group Maintenance and is is shown with a tool tip message.
Purchase Orders
B2B Purchase Orders
Editing the inventory item descriptions on back to back sales orders now flows through to linked back to back purchase orders and into GRN’s and linked purchase invoices.
Emailing
A new plugin has been implemented ‘Mark PO As Sent When PO Emailed’ that updates the purchase order with the status of ‘Emailed’ when email has been sent. By default, the plugin is ‘disabled’ on upgrade. Enable to implement this feature.
Purchasing
Purchase Orders
B2B Purchase Orders
Editing the inventory item descriptions on back to back sales orders now flows through to linked back to back purchase orders and into GRN’s and linked purchase invoices.
The Invoice number field has been moved from the bottom of the form to the header section, bottom right.
Emailing
A new plugin has been implemented ‘Mark PO As Sent When PO Emailed’ that updates the purchase order with the status of ‘Emailed’ when email has been sent. By default, the plugin is ‘disabled’ on upgrade. Enable to implement this feature.
Freight, Duty and Insurance
Freight, Duty and Insurance fields have been added to the Total grid of purchase orders and B2B purchase orders. Creating a GRN from purchase orders carries through these values to that form. These values are ignored when attaching the order to shipments.
Purchase Order Report
The standard purchase order report has been modified to cater for the change that has added Freight, Duty and Insurance to the Total Grid.
Note Any custom purchase order reports will need to modified to include these new fields.
Good Received Notes
Where inventory item descriptions are changed in a purchase order, this change is populated into the GRN and flows through to the purchase invoice.
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The posting of non-physical inventory items at the invoice stage has changed from using the account attached to the Inventory Value to that attached to the Cost of Sales. This will reduce the likelihood of variances in the inventory reconciliation report.
Reports
Email Functionality
The ability to email from the reports screen has been implemented by adding a standard plugin (Email Report) that when enabled, adds an "Email" button to the report viewer toolbar. The plugin is enabled by default.
When pressed, an email maintenance form is loaded, with the report attached in PDF format. The user then fills out the TO, CC, BCC, Subject and Message fields before saving (and thus sending).
Profit & Loss
The Profit & Loss report has been significantly enhanced to cater for:
- The ability to print a period range – e.g. from period 4 to period6period 6
- Last Year comparison has new options – Year to Date and Period Range
- Printing by account number or account description order
- Segment grouping that allows reporting at the detailed posting level or consolidation at all the levels of the account code structure
Sales with COGS Reports
These reports have been modified so that the quantities on sales order credit notes where inventory items are NOT returned into stock e.g. price credits are not included in the report – only the dollar values are. This provides an accurate reporting of GP% and GP$
Standard Reports
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Saving a sales order sometimes displays a message 'Concurrency conflict in IN_SOH' when there have been stock movements since the order was saved. A message now displays the line number and action required to remedy the situation.
Payment Types
The ability to export and import via xml has been added to the Payment Types form under Sales > Configuration menu.
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