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7.01.000.00
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Back-orders from Work Orders are now displayed in the On Backorder tab under Inventory Maintenance.
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The current FX Rate is populated into EFT/Cheque Payment form for FX creditors
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Import Transactions Documentation
The documentation for this utility has been updated in regard to Source types. The document is in the C:\Program Files (x86)\Jiwa Financials\Jiwa 7\Documentation and Samples\Importing\Creditors\Transactions directory.
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Period Types
The period type Custom has been removed from the Period Type drop down list. Available selection is Weekly, Fortnightly and Monthly. System Configuration > Creditors > DefaultPeriodType has also been adjusted to reflect this change.
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Remittance Email Template
The email template for EFT batches has been updated to correctly report discounts that have been taken and applied against invoices resulting in a net payment less the discounts
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Debtors
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Debtor Adjustments
In databases upgraded from 6.5.13, the default layout for this form has positioned the Ledger field to the right of the amount fields. This allows the amount to be entered first and then the ledger account changed if required. In current V7 databases the ledger field is to the left of the amounts. Where the ledger account is changed and then the amount entered, the ledger account defaults back to the account attached to the customer record. Current V7 users should alter this layout manually.
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Debtor CSV Import
Debtors CSV Import has been modified to be consistent with Inventory Import features:
- Can now elect to update debtors if they already exist
- Mappings can be saved as a named mapping set, and retrieved
- Plugins can alter or extend the import
- Contact names can now be included
An example file for a contact name import for an existing debtor with Account No "1001" is as follows:
AccountNo,Title,First Name,Surname,Contact Email,Contact Phone,Mobile,Primary Position
1001,Mr,Bill,Smoth,bills@example.com,0294090707,0414733222,Owner
1001,Ms,Sally,Smoth,sallys@example.com,0294090700,0414733223,Owner
1001,Mrs,Jill,Bottoms,bottoms@example.com,0294090709,0414733224,External Accountant
Note(1): An existing contact is identified by the email address field - when supplied, a contact is only updated if a contact email address for that debtor exists, otherwise the contact is inserted.
Note(2): In respect to delivery addresses, the delivery address Name field is used to identify existing delivery addresses - when supplied, a delivery address is only updated if a delivery address name exists for that debtor exists, otherwise the delivery address is inserted.
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Export and Import to and from CSV
A new form and business logic has been provided to export debtors to a CSV file. The Debtor Import from CSV has been enhanced to allow updating of existing debtor records 
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Maintenance
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Groups
Item support has been added to the grid for Groups so that records can be dragged and re-organized as required.
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We have added an index to TradingStatus column of DB_Main. Queries used by search windows for selecting a debtor may see improved performance as a result.
IF NOT EXISTS(SELECT * FROM sys.indexes WHERE Name = 'IX_DB_Main_DebtorID_AccountNo_Name')
CREATE NONCLUSTERED INDEX IX_DB_Main_DebtorID_AccountNo_Name ON DB_Main(TradingStatus) INCLUDE (DebtorID, AccountNo, Name)
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The previous field Account is Enabled has been re-named to Active Staff Member, It is used to indicate if the staff member is an active employee.
A new field "Account Enabled" appears below "Active Staff Member" and this maps to a new field - HR_Staff.IsEnabled.
The licencing system now only counts licences for staff members where IsEnabled is set, and users can only log into the system if IsEnabled is set.
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