Program Enhancements – 7.01.000.00

Bill of Materials

On Back Order – Work Orders

Back-orders from Work Orders are now displayed in the On BackOrder tab under Inventory Maintenance.

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

Creditors

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

Creditor Transaction Forms

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

Notes, Documents, To-Do & 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

EFT / Cheque Payments

The current FX Rate is populated into EFT/Cheque Payment form for FX creditors

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.

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.

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

Debtors

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.

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

Notes:

• 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.
• 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.

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

Maintenance

Groups

Item support has been added to the grid for Groups so that records can be dragged and re-organized as required.

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

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)

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

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.

General Ledger

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

• Full Year – reports for 12 months for the year being selected i.e. Current, Next or Last
• Year to Date – data from period 1 to the Ending Period No. for the year selected
• Period Range – data for the period selected e.g. 03 to 06 for the year selected.

The same selection criteria are also available for Select Last Year Comparative

Goods Received Notes

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.

Reversals

GRN's for non-physical and non inventory items only can now be reversed if needed.

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

Inventory

Classifications and Categories

Custom field support has been implemented

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

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.

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.

On BackOrder

Back orders from Work Orders and Warehouse Transfers Outwards now display in the Order > On BackOrder tab of inventory.

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

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

Warehouse Maintenance

Custom field support has been implemented for physical and logical warehouses

Job Costing

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.

Custom Fields

Custom field support has been implemented in the Estimates form.

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.

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.

Landed Cost

Shipment Import Clearing Reconciliation

The report has been modified to include two more criteria as follows:

• Shipment Status – All, Entered, Booking In and Closed. The status of each shipment now appears against the shipment number
• Report Style – summarized and detailed

The report is compatible with earlier versions of Jiwa and is available for download from http://docs.jiwa.com.au/pages/vi ewpage.action?pageId=8716809

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.

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.

Menus

Formatting

           
The menu arrows have changed from black to white for ease of moving between open forms.

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

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

• creates a menu named 'Recovery Menu', with 4 menu items - Staff Maintenance, User Group Maintenance, Menu Maintenance and System Configuration
• creates a user group named 'Recovery Group' 
• adds the Admin user to the recovery group, and this group has the Recovery Menu set.

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

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.

Plugin

Cash Book 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.

A 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

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.

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.

Purchase Orders

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.

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.

Purchase Invoices

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.

Reports

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.

Other images besides the standard Jiwa logo image can also be modified dynamically - the plugin simply matches the report css classname of the image in the report to the description of the document attached to the plugin, and the image will be replaced with the image from the plugin document. Any number of images are supported - so you can add more to the plugin documents and have those dynamically altered when a report is printed.

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

Goods Received Notes Listing

Report name has been changed from REINF050 – Receival Slips Listing to match the renaming of the form and its menu item – Goods Received Notes Listing.

Goods Received Notes Uninvoiced

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.

Goods Received Notes Variations

Report name has been changed from REINF010 – Receival Slips Variations to match the renaming of the form and its menu item – Goods Received Notes Variations.

Inventory Booked In But Not Invoiced

Statuses have added to this report to facilitate reconciling the Delivered but Not Invoiced ledger account.
Book-In Status = ALL, Activated, Not Activated with the default set to Activated

Job Costing Estimates

A new report Job Cost Estimates has been added to the Estimates form. Compelte details of the transaction are printed on the report.

Profit & Loss and Profit & Loss Actuals, Budget & Variances

An additional criteria 'Select Year Comparative' has been added to these two reports with three options

• Full Year – reports for 12 months for the year being selected i.e. Current, Next or Last
• Year to Date – data from period 1 to the Ending Period No. for the year selected
• Period Range – data for the period selected e.g. 03 to 06 for the year selected.

The same selection criteria are also available for Select Last Year Comparative

Sales Order Stored Procedure

The country field SO_History.DeliveryAddressCountry has been be added to the standard invoice stored procedure for use in custom invoices and delivery dockets

Sales Order Reports – Picking, Packing & Order Confirmation

Three new reports have been added to the reports:

• MNT3003-Picking Sheet – prints deliveries and back orders with no pricing information. Title of the report is Picking Sheet
• MNT3004-Packing Slip – prints quantities to be delivered with back orders and no pricing information. Title of the report is Packing Slip; and
• MNT30005-Order Confirmation – prints the ordered quantity and prices with Total being the total values ordered. Report title is Order Confirmation

Sales Ranking

Sales Value, SOH Quantity and SOH Value columns have been added to the report. When the report is grouped by Sales Rank sub-totals of the additional columns is displayed.

Shipment Import Clearing Reconciliation

The report has been modified to include two more criteria as follows:

• Shipment Status – All, Entered, Booking In and Closed. The status of each shipment now appears against the shipment number
• Report Style – summarized and detailed

The report is compatible with earlier versions of Jiwa and is available for download from http://docs.jiwa.com.au/pages/viewpage.action?pageId=8716809

REST API

The Jiwa 7 REST API is a restful web service providing a means to interact with the Jiwa database and business logic via HTTP verbs.
The bulk of the REST API is provided by a Jiwa plugin.  A windows service (for self-hosted implementations) or a supplied web deployment package (for IIS or Azure App Services) provide the mechanism to host the service, but the routes and the logic behind each route are defined in the plugin. Additional or alternative routes and logic can be provided by an additional plugin or plugins.

Full documentation on this feature can be found at https://docs.jiwa.com.au/display/J7UG/REST+API

Sales Orders

Export Sales Orders

The Sales Order Utility – Sales Order Export has been refactored to speed up the loading of lines, especially for batches with many lines.

POS

Some enhancements have been implemented in the POS sales orders

• Creating a POS sales order for a customer who is On Hold warns immediately by placing a Credit Hold icon against the Total field. The order can only be cancelled at this stage.
• Negative payments can be entered in the same way they can in sales orders
• Part numbers just added or modified are visible to the user in the grid Items Added (i.e. is not scrolled off the visible grid area)

Printer Setup

When adding new reports to the Printer Setup for sales orders, when a report is not selected and the form executed, a descriptive message is now displayed.

Sales Order Processing

Cash Book Receipts Batch

Where full payment is received for a sales order that has items on back-orders, the allocated amount is correctly set to the invoiced amount for that snapshot in the Cash Book receipt batch.

Delegation of Debtor Transactions and General Ledger Journals

We have implemented the ability to delegate the creation of debtor transactions and General Ledger journals related to processing a sales order.
This change is designed to support debtor terms where a sales order can produce multiple debtor transactions to support the sales order but with different due dates and for a given % of of the invoice such 50% @ 60 days and 50% @ 120 days.
Refer to the following link for a more information and a sample plugin. https://docs.jiwa.com.au/display/J7UG/Delegation+of+Debtor+Transactions+and+General+Ledger+journals+on+Order+Process

Search – Global

The ability to search for Shipments and Shipment Bookins has been added to the search options.

Remember: You can create your own stored procedures and add to this form. You can also speed up the searching by un-ticking the options you don't use e.g. Service Manager, Supplier Returns, Contacts

Search Windows

Changing filters after selecting items in a multi-select search e.g. sales orders, GRN's retains the selected items when changing filters e.g. from Part No to Part No. With S.O.H.

Serial Number Dialog Box

The serial number dialog box has been changed and enhanced to support selection of Units of Measure serial numbers. The new form operates as follows:

• Right mouse Quantity SOH to select the relevant stock line
• Buttons available to Select All or Remove All.
• Add New is used when creating sales order credit notes NOT based on a sales order.

When the item is a Unit of Measure item, select the Unit of Measure in the sales order and the serial number dialog box displays an extra column with the appropriate unit of measure displayed. Right mouse click the Quantity SOH OR type in the Pallet Quantity.

Staff Maintenance

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.

Supplier Returns

Requests, Shipping and Credits

The Delete icon in the Supplier Returns Requests, Shipping and Credits will now delete unactivated records.

Yearly Roll-Over

The Application Roll Over was used to control the display of sales data in the Figures tab of inventory and Sales tab of debtors. This display is now controlled by a drop-down box to select the appropriate year. It is no longer required and has been removed from the Yearly Roll Over form

Complete List of Changes

Changes listed does not include issues which have an affected version after the previous public release 07.00.175.00.