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Back-orders from Work Orders are now displayed in the On Backorder tab under Inventory Maintenance.
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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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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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Email Address
Web Enabled field has been re-located next to Account No. to provide more room for the Email field to display multiple email addresses
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Trading Status
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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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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Export & Import of XML
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.
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General Ledger
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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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