Program Enhancements

Bank Reconciliation

The option Allow Multi Select in Other Settings in the bank Reconciliation allows for reconciling multiple lines at the same time

To reconcile (or clear or unreconcile) multiple lines at the same time:

• Tick Allow Multi Select
• Click, hold and drag to highlight the Line No field
• Right mouse click and select Reconcile
• Click anywhere to cancel the selection

Reports

Input and Output Item serial number(s) and Expiry Dates have been added to reports MNT12601 - Work Order and MNT12602 - Production Batch Work Orders

Creditors

Creditor Batch Transactions

The ability to add Custom fields via plugins has been added to Creditor Purchases, Creditor Debit and Credit Adjustments and Creditor Payments.

CSV Import

A new sample file for creditor transactions import is available in the Jiwa Program directory \Documentation and Samples\Importing\Creditors\Transactions

Customer Satisfaction

Incidents

The form has been reconstructed to use the new Version 7 controls.  Export and Import to XML as well as Exports XSD’s are available from the Utilities tab in the form.

Debtors

Maintenance

 The header section of the debtor maintenance form has been re-organised.  This is to improve readability (de-stretch the fields), slightly improve performance (elimination of heavy table controls), and to cater for future changes.

Sales Reports

Debtor Sales History

 A new report has been added to the Debtors > Reports menu to show debtor sales like on Debtor->Sales tab.  The report is titled DBMGT061 - Debtor Sales History.  Remember to add it to your custom menus.

Ranges include start date, end date, and a tick box to control whether to include branch debtors.

Debtor Sales by Staff Member

A new report has been added to the Debtors > Reports menu to show debtor sales by staff member.  Remember to add the report to your custom menus. 

Ranges include start date, end date, and staff member start and end records.

Statements

Form

When printing or emailing debtor statements from the Debtor Statements form the following fields are retained per user:

Print Order; Use Groups; Period Type; Accounts; Min Balance; Exclude 0 Balances; Pause After; Print to Screen

 Report Definitions

Ability to set the default period type when printing/emailing debtors statements now works as expected.

Transactions Tab

 Changed the transaction reading of debtor maintenance form to use a stored procedure.

Forms

Column Alignment

Column headers have been changed to align horizontally matching the data alignment i.e. text, date and combo type column headers are aligned left, numeric column headers are aligned right. 

Grids

We have added the ability for grids generated from stored procedures to have total rows.  An example of this being used is the usp_Jiwa_PrepaidLabourPack_Usages stored procedure which is used on the Usages tab of Prepaid Labour - this now totals the Support Pack Usage column

Grid Manager

We now provide a button on the grid manager screen to reset custom columns to defaults

General Ledger

Categories

We have added ability to export and import General Ledger Categories via xml.  The functionality is on the Utilities tab of this form.

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 period6
• 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

Inventory

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.

Hide Costs

The ability to control who has access to viewing inventory costs in Jiwa is implemented with a User Group called "Hide Costs Template" and is shipped standard with new and upgraded databases.  It is set to read only. To use, make a copy of this group and re-name the copy.  This way we can update the template through upgrades as required.  Attach the group to relevant users and all costs are then hidden.  

Inventory Import

The Inventory CSV Import has been expanded to allow for the import of Notes.  This has been done via a new plugin that is enabled by default – ‘Inventory Import Notes’.  The two new fields are Inventory Note Type (defaults to Default if not provided) and Inventory Note Text.  The Note Text field has been expanded to allow more than 2,000 characters.  The field is now varchar(max).

Remember - the Inventory Import allows for Updating of existing inventory items

Landed Cost

Invoices

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

Reports using a stored procedure could not be printed from the shipment form as the formulas were not being set by the form.  A stored procedure with the following signature should be able to be used by a report and invoked from the shipment form

CREATE PROCEDURE usp_JIWA_Shipment_Profitability @SP_ShipmentID CHAR(20)

Shipment Lines Tab

Hovering over the column headings for quantities and line totals displays the total for that column

Login

SQL Login and Password details are now hidden in the Connections screen

Complete List of Changes