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Bank Reconciliation
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SQL Login and Password details are now hidden in the Connections screen
Plugins
Description Field Changes
The [Enter] key can now be used in the description of plugins. We have also added a splitter control to plugin maintenance form to allow for expansion of the plugin Description.
Export Inventory to CSV
We have added a new standard plugin "Export Inventory to CSV". This plugin adds a form "Export Inventory" to allow a range of products to be exported to CSV. The demo and model menus have this under the Utilities menu of Inventory. The plugin can be fairly easily modified to change to the ranges used and the output format.
MYE Export
We have added a new standard plugin - MYE Export. This plugin adds a form to export General Ledger information to the MYOB MYE format.
The default menu and model menu have a new form under the General Ledger / Utilities Menu - MYE Export.
Print Group Maintenance
Logical Printers
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.
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.
Purchase Invoice
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 period 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
If you overwrite Jiwa master reports with updated reports (with logos, headers etc), the reports will be replaced on upgrade. You need to keep a copy of the customised reports to be able to 'refresh from files' after the upgrade or save the customised report with a different name.
Sales Orders
Credit Note Based on a Sales Order
Kit headers from the original sales order the credit note is based on are now populated into the sales order grid. Previously only the components delivered on that sales order were brought through to the credit note.
Message
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.
POS Sales Orders
Enhancements have been made to the POS form as follows:
- Drill down to debtor record and inventory items has been implemented
- Added credit limit check support to this form and where the credit limit is exceeded, a badge is displayed
- POS invoice reports cater for Rounding description when the Rounding plugin is enabled
Status Bar
Where the login date is different to the server date it flashes a yellow warning icon.
System Settings
The System setting "MoneyDecimalPlaces" has been removed. The number of decimal places is now determined by looking at the currency which has the flag IsLocal set
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Overview
Units of Measure have been implemented in inventory, sales orders including the POS form, quotes and purchase orders. A new tab has been added to inventory maintenance – Units of Measure. The units of measure are based on the stock keeping unit. In the example below, stock can be sold and purchased in kilos, bags, boxes or pallets. Stock on hand is stored at the stock keeping unit level and stock levels are increased and reduced at this level e.g. kilos.
Two new fields haves been added to the grids in the forms that have units of measure capability – Unit of Measure and Quantity Unit of Measure. The Quantity field in the grid is a calculated field for these items – Quantity Unit of Measure * Quantity Units (from the inventory record). Prices in the grid are at the stock keeping unit
Note: These new fields are hidden by default and need to ticked as visible and will display when Use Custom Columns is ticked.
Note: A Unit of Measure can be set as the Default in the Supplier Warehouse tab. Pricing is then controlled by Supplier Quantity Price Breaks
Quantity Price Breaks
Selling prices are setup according to the stock keeping unit using quantity price breaks to set the pricing applicable in the Sell Prices form or each inventory item.
Purchase prices are also setup according to the stock keeping unit using Supplier Quantity Price Breaks in the Supply tab of inventory.
Search Windows
Unit of measure has been added as a search option to all Inventory searches.
Warehouse Maintenance
Custom Fields
Custom field support has been added to Bin locations in Warehouse Maintenance
Complete List of Changes
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