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Program Enhancements – 7.01.000.00
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Bill of Materials
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On Back Order – Work Orders
Back-orders from Work Orders are now displayed in the On Backorder tab under Inventory Maintenance.
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Reports
Grouping option by Work Order has been added to the report BMMGT010 - Bill of Materials Component WIP so components allocated to WIP can be viewed by the work order they're attached to
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Creditors
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Creditor Purchases
The total GST for the batch has been added to this form to assist in reconciling the GST being charged where an invoice has been dispersed to multiple ledger codes with different GST rate e.g. telephone account
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Creditor Transaction Forms
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FX Rates
Adding a foreign currency creditor (supplier) to the grid of any creditor batch transaction form automatically populates the current foreign currency rate applicable to that creditor
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Notes, Documents, To Do's & Custom Fields
Custom fields, Notes, Documents and To Do's have been implemented in all creditor batch transaction forms – purchases, payments, credit and debit adjustments
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EFT / Cheque Payments
The current FX Rate is populated into EFT/Cheque Payment form for FX creditors
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- 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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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)
Transaction Importing
Documentation for this utility has been updated and can be found in the directory C:\Program Files (x86)\Jiwa Financials\Jiwa 7\Documentation and Samples\Importing\Debtors\Transactions
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Where this feature is not supported in a form, the icons have been removed from the Utilities tab of the form e.g. Bill Maintenance, Work Orders, Debtor Categories etc.
General Ledger
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Reports
An additional criteria 'Select Year Comparative' has been added to the report GLMGT200 - Profit & Loss and GLMGT235 - Profit & Loss Actuals, Budget & Variances with three options
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The same selection criteria are also available for Select Last Year Comparative
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Goods Received Notes
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Reports
Report name has been changed from REINF010 – Receival Slips Uninvoiced to match the renaming of the form and its menu item – Goods Received Notes Uninvoiced. Reversed and Reversal GRN's are excluded from the report. Report names have also been changed for Goods Received Notes Variations and Goods Received Notes Listing.
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Reversals
GRN's for non-physical and non inventory items only can now be reversed if needed.
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IFS
The IFS plugin has been modified to use credentials from physical warehouse custom fields so that organisations can use the physical warehouse to control the set of credentials to use
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Inventory
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Classifications and Categories
Custom field support has been implemented
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Inventory Import
The ability to import/update the inventory field Web Enabled has been implemented. If the CSV file has column headers, "WebEnabled", "Web Enabled" or "Is Web Enabled" this will be automatically mapped. The utility documentation has been updated and can be found at C:\Program Files (x86)\Jiwa Financials\Jiwa 7\Documentation and Samples\Importing\Inventory
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Images
We now store the picture image in the same format provided. If you change the image and select a jpg, then that is what is stored. When saving images, you can now nominate the format: PNG, JPG, GIF or BMP.
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Negative Sell Prices
Negative sell prices are accepted in inventory records and all inventory pricing. Handy ability to apply a discount to the whole of a sales order.
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On BackOrder
Back orders from Work Orders and Warehouse Transfers Outwards now display in the Order > On BackOrder tab of inventory.
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Sell Prices
The speed when loading this form that has a large number of records has been significantly improved. A patch for 7.00.175 is available from https://docs.jiwa.com.au/display/J7UG/Loading+and+editing+records+in+the+Sell+Prices+form+can+be+slow
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Transaction History
The Transaction Type field has been widened so all the Tranaction Types available are now fully displayed for selection.
Transaction history Descrption has been standardised for sales order credit notes to distinguish between processed and unprocessed credit notes
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Warehouse Maintenance
Custom field support has been implemented for physical and logical warehouses
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Job Costing
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Estimates
Deleting an Estimate that is the Default for a job warns on save. The Estimate can still be removed and the capability to report variances against this Estimate will be lost.
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Custom Fields
Custom field support has been implemented in the Estimates form.
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Financial Status
Where unprocessed sales orders exist for a job costing job, the fact is indicated against the Work In Progress (WIP) total on the Financial Status tab and a tooltip indicates which sales orders.
When selecting Sales Invoices in the Transactions tab the status of the sales order(s) are displayed.
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Sales Order Search Window
The ability to search for sales order invoices by Job Cost number has been added to the Search Invoices search window.
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Landed Cost
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Shipment Import Clearing Reconciliation
The report has been modified to include two more criteria as follows:
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The report is compatible with earlier versions of Jiwa and is available for download from http://docs.jiwa.com.au/pages/vi
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Licences
The existing method of licencing was causing issues with transaction log growth. The licencing has changed to a per seat licence. Users are now explicitly attached to a licence by the customer - they now choose which Jiwa users are attached to which licences issued within the Licence maintenance form. Named user licences are now deprecated.
The licencing form has changed to provide a simple way of linking users to a licence. Only enabled users use a licence, and an easy method of disabling or enabling users via the licencing form has been provided.
Where there are licences for a previous version (upgraded database), it will attempt to attach licences to the same users as the previous version, ordering by username up until the number of CALs of the licence.
Where there were no previous licences (new database), the active, enabled users are added in username order up until the number of CALs of the licence.
The Company Name has been added to the Licencing form together with a button to open a dialog to set the company name from there. Use the Import Licences icon to import the relevant licences if the company name has been changed.
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Logon
The speed when loggin in has been improved with assembly references by plugins only being resolved if the plugin needs compiling. Previously all plugins were read and their respective references resolved regardless of whether they needed compiling or not and this caused a noticeable delay to the login process.
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Menus
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Formatting
The menu arrows have changed from black to white for ease of moving between open forms.
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Inventory Menu Changes
Standard menu changes have been made as follows:
- Inventory > Utilities renamed Export Inventory to Inventory Export; and
- Moved to above Inventory Import
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Recovery Menu
We have added a Recovery from misconfiguration of menu or permissions SQL script to the Jiwa Program\Miscellaneous SQL Scripts\General folder. This script
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Once run, the Admin user will be able to log in and adjust the menus, groups and staff records to a working state.
Access the Troubleshooting article for this issue if the script is needed for releases 7.00.175 or prior.
http://docs.jiwa.com.au/pages/viewpage.action?pageId=8716776
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Permissions
The Disallow permission had no affect when merged with another group with an allow permission. A Disallow permission will now always "win" i.e. take precedence when being masked against other permissions.
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Plugin
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Custom Code
Changes have been made that now allow plugins to provide custom logic to determine the cash book receipt batch to use when processing sales order payments.
The logic was not overridable. A cash book receipt batch was either created or appended to based on static logic. This change now allows users to be able to specify their own logic for determining which cash book batch to append to, or if to create a new cash book batch.
Sample plugin can be downloaded from https://docs.jiwa.com.au/display/J7UG/Override+custom+logic+to+determine+the+cash+book+batch+to+use+when+processing+sales+order+payments
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Export to ABA File
Two new standard plugins "Westpac Export EFT Batch to ABA File" and "CBA Export EFT Batch to ABA File" have been added to the Plugin Maintenance area. The formats comply with each Banking Corporation format. Refer to the Documents tab of each plugin for specifications.
This plugin adds an option to the ribbon on the Creditor Cheque Payments form to allow export to ABA file. Both plugins are disabled by default.
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Pending Journals
A standard plugin has been provided that when enabled, automatically sets new General Journals as the type Pending. This allows the user to review the journal before changing the Status to 'Normal' and thus posting the journal.
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Purchase Orders
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GRN Reversals
The status of GRN's where they are a reversal and have been reversed display in the Received On grid in the source purchase order form.
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Messages
New messages are now displayed when a user manually orders an inventory item with the status of Deleted to Discontinued. Items with these statuses cannot be ordered.
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Purchase Invoices
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Custom Fields, Documents, Notes & To Do's
Additional functionality has been added to the purchase invoice form to include cusotm fields, documents, notes and To Do's.
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Reports
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Ability to Replace Jiwa Logo
The ability to replace the Jiwa report logo with the client logo has been implemented by adding a standard plugin (disabled by default) called "Report Image". This will update all reports dynamically when printed to have any image on the report with the css classname of "jiwa.logo.png" (This is what all our logos on our reports have their css classname as) replaced with the image attached to the Documents tab of the plugin.
Customers just need to enable this plugin, and on the documents tab of the plugin replace the attached image with the image of their choice. Don't change the document description as the plugin relies on that.
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Bill of Materials Component WIP
Grouping option by Work Order has been added to the report BMMGT010 - Bill of Materials Component WIP so components allocated to WIP can be viewed by the work order they're attached to
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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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