June Release
This is a Custom Release. Feature availability depends on configuration and rollout status. Some features listed above may not be visible in your environment if they are part of a staged or custom deployment. Please contact your support representative to confirm enablement.
Added Search Functionality for Product Variants in Product Matrix Generator
Overview:
A new search box has been added to the Product Variants section of the Product Matrix Generator module. This enhancement allows users to quickly search and filter product variants based on Item Number, Variant, or Option values, making it easier to locate specific variants when working with products that contain a large number of combinations.
Key Enhancements:
Added a search box in the Product Variants section of the Product Matrix Generator.
Users can search Item Number/Variant and Option values in the product variants table
Search results are dynamically filtered within the Product Variants grid.
Improves usability and reduces the time required to locate specific product variants.
How It Works:
Step 1: Navigate to Menu → Admin → Product → Product Matrix Generator.
Step 2: Select the required product from the Base Product dropdown and click List Variants.
Step 3: The system displays all available product variants in the Product Variants grid.
Step 4: In the search box located above the Product Variants grid, enter any of the following:
Item Number (for example: Iphone 17-1-black)
Variant value (for example: Large)
Option value (for example: Medium, Black, Blue)
Step 5: As the search criteria is entered, the system filters the Product Variants grid and displays only the matching records.
Step 6: Users can review, update, or generate variants from the filtered results as required.
Additional Email Recipients for Customer Statements
Overview:
Customer statements emailed from the Customer Statement module now support additional customer-specific email recipients. In addition to the existing Default Billing Email and primary Email logic, the system can now automatically include email addresses configured in the Statement Email field when sending customer statements.
Key Enhancements:
Added support for Statement Email recipients when emailing customer statements.
Statements continue to be sent to the Default Billing Email when available.
If no Default Billing Email is configured, statements are sent to the customer's main email address.
All email addresses configured in the Statement Email field are automatically included as recipients.
How It Works:
Step 1: Navigate to the Sales → Customer Section → Customer Centre module and open an existing customer.
Step 2: Configure the customer's Default Billing Email and Main Email in the Contact Info sub-tab, and the Customer Statement Email in the Emails sub-tab.
Step 3: Go to the Sales → Customer Section → Customer Statement module. Select the customer statement and choose Email Statement from the Options dropdown menu.
Step 4: Select the required document and email templates. Choose the Respective Recipient(s) option and click on Preview & Send.
Step 5: The Email Centre opens, and the system automatically populates the Recipients and CC fields based on the customer configuration:
Default Billing Email (if configured)
Primary Email (if no Default Billing Email is configured)
Statement Email address(es)
Email CC address(es) (if configured, these will be populated in the CC field).
Step 6: Review the email details and click Send to email the customer statement.
Addition of "Notes" Field in Manufacturing Orders
Overview:
A new Notes field has been added to the Manufacturing Order (MO) module to improve visibility of manufacturing-related instructions and comments. The field is available under the Other tab in the Manufacturing Order and is also displayed in the Manufacturing Order Center and its subform.
Additionally, when a Manufacturing Order is generated from a Sales Order, the line-level notes entered against manufacturable items are automatically transferred to the Manufacturing Order, ensuring important instructions are readily available throughout the manufacturing process.
Key Enhancements:
Added a new Notes field under the Other tab in the Manufacturing Order module.
Added a Notes column to the Manufacturing Order Centre and Manufacturing Order subform.
Automatically transfers Sales Order line notes for manufacturable items to the Manufacturing Order during MO creation.
Improves traceability by making manufacturing-related instructions accessible directly within Manufacturing Orders.
How It Works:
Step 1: Navigate to Sales → Sales Order and create or open a Sales Order.
Step 2: Add a manufacturable item to the Sales Order and enter the required information in the Notes column at the line level.
Step 3: Click Options → Create / Copy → Create Manufacturing Order to generate a Manufacturing Order from the Sales Order.
Step 4: The Create Manufacturing Order dialog appears. Review the Manufacturing Order settings as required and click OK to create the Manufacturing Order.
Step 5: Once the Manufacturing Order is created, the system automatically copies the Sales Order line note to the newly added Notes field in the Manufacturing Order header under the Other tab.
Step 6: Navigate to the Manufacturing Order Centre to view the generated Manufacturing Order. The transferred note is displayed in the Notes column.
Step 7: Double-click the Manufacturing Order record to open its subform. Go to the Other tab, where the Notes field displays the note that was originally entered against the Sales Order line.
App Config: Allow Update Production Date on Produced MO
Overview:
This enhancement introduces a new app configuration that allows users to modify the Production Date of a Manufacturing Order (MO) even after the MO has reached the Produced status. This provides greater flexibility when production transactions need to be adjusted to reflect the actual production date.
Configuration Details:
App Config Name: Allow Update Production Date on Produced MO
Configuration Location: Menu → App Config → Manufacturing → Allow Update Production Date on Produced MO
Functionality:
When App Config Is Enabled:
Users can modify the Production Date field even after the Manufacturing Order has been produced.
The updated Production Date is saved against the Produced Manufacturing Order.
Updating the Production Date triggers the regeneration of the Manufacturing Order transactions.
The recalculation may affect the average cost of items associated with the Manufacturing Order.
When App Config Is Disabled:
The Production Date field remains read-only once the Manufacturing Order reaches the Produced status.
Users cannot modify the Production Date of a Produced Manufacturing Order.
How It Works:
Step 1: Navigate to Menu → App Config → Manufacturing and enable the Allow Update Production Date on Produced MO app configuration.
Step 2: Navigate to Menu → Manufacturing → Manufacturing Order Centre. Open a Manufacturing Order that is in Produced status and locate the Production Date field.
Step 3: Modify the Production Date as required and click Save.
Step 4: The system updates the Production Date and regenerates the Manufacturing Order transactions based on the revised date.
Any resulting changes are reflected in the associated average cost calculations.
Support for Catch Weight and Weight-Based Rate Fields Added in Item Upload Template
Overview:
This enhancement adds support for three new fields in both the Upload Products and Upload Items templates. These fields allow users to upload catch-weight configurations and weight-based pricing information directly through CSV imports, reducing manual updates and improving support for weight-based inventory and pricing workflows.
Key Enhancements:
Added support for the CatchWeightFlag field in the Upload Items/ Upload Products templates.
Added support for the BillingRatePerWeightUnit field in the Upload Items/ Upload Products templates.
Added support for the PurchaseRatePerWeightUnit field in the Upload Items/ Upload Products templates.
Allows catch-weight settings and weight-based billing/purchase rates to be configured during item creation or bulk updates through uploads.
How It Works:
Step 1: Navigate to Menu → Utilities → Data Imports → Upload Products and click Download Template.
Step 2: Locate the newly added columns in the template:
CatchWeightFlag
BillingRatePerWeightUnit
PurchaseRatePerWeightUnit
Step 3: Enter the required values for the item or product in the CSV template and save it.
Step 4: Click Browse and select the saved template. Then, click the Upload button.
Step 5: Once the upload is processed successfully, navigate to the Item Centre. The system creates the item records and stores the values entered in the newly added catch-weight and weight-based rate fields.
Introduction of Reconcile Item Rate in Bill and Item Receipt
Overview:
The system now displays a Reconcile Item Rate field during the reconciliation process and a Reconcile Item Rate column at the transaction line level in the Bill and Item Receipt modules.
This rate represents the cost entered for a reconciled item in the reconciliation currency and provides visibility into the item cost used during reconciliation when the reconciliation currency differs from the vendor's transaction currency.
Key Enhancements:
Added the Reconcile Item Rate column in the reconciliation window.
Added Reconcile Item Rate column at the line level in:
Bill
Item Receipt
Bill Centre
Item Receipt Centre
Supports reconciliation performed in a currency different from the vendor transaction currency.
Provides improved visibility into the exchange-rate-adjusted cost used for reconciliation.
How It Works:
Step 1: Navigate to Purchase → Item Receipt Centre. Double-click the Item Receipt record that requires reconciliation and edit it in a new window.
Step 2: The Create Item Receipt page opens. In the Item Receipt Details section, click Reconcile and proceed to the Add Items step in the Reconcile Item Receipt popup.
Step 3: Select the reconciliation item, enter the required quantity, and Reconcile In Currency value. Enter the required Rate and click Add.
Step 4: The system stores the entered value as the Reconcile Item Rate and records the applicable Reconcile Exchange Rate.
Step 5: Review the reconciliation details and complete the reconciliation process.
Step 6: After the reconciliation is completed, the system displays the Reconcile Item Rate value in the Item Receipt Details section for the reconciled line item.
Step 7: Save the Item Receipt. Go to the Item Receipt Centre and select Item Receipt Detail in the Search by dropdown.
Search for the required Item Receipt number. The Reconcile Item Rate value is visible in the Reconcile Item Rate column.
Enhanced Ref# Field in Create Item module
Overview:
The Sales Forecast tab in the Create Item module has been enhanced to allow users to edit the Ref# field directly within existing forecast records. Users can now update, clear, or maintain reference numbers associated with forecast entries without recreating the forecast record.
Key Enhancements:
Made the Ref# field editable for existing Sales Forecast records.
Supports updating the Ref# value after a forecast record has been created.
Supports alphanumeric and special character entries in the Ref# field.
Supports year-based filtering while displaying the corresponding Ref# values for forecast records.
How It Works:
Step 1: Navigate to Menu → Admin → Item → Item Centre. Double-click the required item record and edit it in a new window.
Step 2: Go to the Sales Forecast tab and enter the forecast details, including Year, Month, Sales Quantity, Sales Amount, Entity, and Ref#.
Step 3: Click Add New to create the forecast record. The forecast entry is displayed in the grid below.
Step 4: To modify an existing reference number, click the Ref# value in the forecast grid and update it as required.
Step 5: Click Save to store the changes. The updated Ref# value is retained after page refresh.
Step 6: If required, remove the Ref# value and save the record. The system allows forecast records to be saved with a blank Ref#.
Added Last Landed Cost Columns in BOM Costing Tab
Overview:
This enhancement improves Bill of Material (BOM) cost analysis by introducing Last Landed Cost and Last Landed Cost (Home Currency) visibility within the BOM Costing tab and by adding a dedicated Bill of Material Costing Report under the Operations reports section.
Last Landed Cost represents the cost from the most recent item receipt, including purchase cost and additional charges such as freight, duty, and other landed expenses. By making this information available directly within BOM costing analysis and reporting, users can compare manufacturing costs against the latest procurement costs without navigating to other inventory or purchasing modules.
Key Enhancements:
Added Last Landed Cost and Last Landed Cost (Home Currency) columns in the BOM Costing tab.
Introduced the Bill of Material Costing Report under Menu → Reports → Operations.
Eliminates the need to navigate to Item Centre or purchasing transactions to review landed cost information.
Provides a centralized report for reviewing BOM costing information across multi-level BOM structures
How It Works:
Step 1: Navigate to Menu → Manufacturing → Bill of Materials → Bill of Material Centre. Double-click on a BOM record to open the BOM Subform.
Step 2: Go to the Costing tab. In the grid, select the columns Last Landed Cost and Last Landed Cost (Home Currency) to view the values.
Multi-Store Selection in Item Inventory Snapshot
Overview:
The Store filter in the Item Inventory Snapshot module has been enhanced to support multi-store selection. Previously, users could select only a single store when viewing inventory snapshot data. With this enhancement, users can now select multiple stores simultaneously and retrieve inventory information for all selected stores in a single search.
This enhancement improves inventory visibility across multiple locations and streamlines inventory analysis by eliminating the need to run separate searches for individual stores.
Key Enhancements:
Added multi-select functionality to the Store dropdown in the Item Inventory Snapshot module.
Added Select All and Deselect All options for faster store selection management.
The Store dropdown displays the total number of selected stores.
Inventory records for all selected stores are displayed in a single search result.
The Store column identifies the store associated with each inventory record returned.
How It Works:
Step 1: Navigate to Menu → Inventory → Item Inventory Snapshot.
Step 2: Click the Store search field. The Store dropdown opens, displaying the number of currently selected stores.
Step 3: Select one or more stores from the available list.
Step 4: The system displays inventory records for all selected stores. Review the Store column to identify the corresponding store for each inventory record.
Renamed Copy Option to Create/Copy in Sales Orders
Overview:
The Copy option available under the Options menu in the Sales Order module has been renamed to Create/Copy. This enhancement better reflects the functionality available within the menu, as it includes both transaction creation actions and sales order copy actions.
The new label provides greater clarity to users by accurately representing the available options, such as creating purchase orders, transfer purchase orders, manufacturing orders, estimates, and duplicate sales orders from an existing sales order.
How It Works:
Step 1: Navigate to Sales → Sales Order → Sales Order Centre and open an existing sales order.
Step 2: Click Options in the top-right corner of the page and hover over the Create/Copy option.
Step 3: The system displays the available Create/Copy actions, including options such as:
Create Duplicate
Copy To Estimate
Copy To Purchase Order
Copy To PO(s) By Vendor
Copy Selected Lines To PO
Copy Selected Lines to Existing PO
Copy To Transfer Purchase Order
Create Manufacture Order
Create Dynamic MO (Selected Lines)
Display Invoice Payment Reference Details in Customer Info
Overview:
The Transactions tab in the Customer Info module has been enhanced to display Payment Ref No and Payment Ref No 2 columns for Invoice Payment transactions. These columns provide quick visibility into the payment reference details that were entered when recording an invoice payment.
The values displayed in these columns are automatically populated from the Reference# and Reference 2 / Cheque No # fields captured in the Invoice Payment module.
Key Enhancements:
Added Payment Ref No and Payment Ref No 2 columns to the Transactions tab in the Customer Info module.
Ref No displays the value entered in the Reference# field during invoice payment creation.
Ref No 2 displays the value entered in the Reference 2 / Cheque No # field during invoice payment creation.
Enables users to view payment reference information directly from the customer transaction history.
How It Works:
Step 1: Navigate to Menu → Sales → Payment → Invoice Payment. Select the customer (and store, if required).
Step 2: Choose the invoice(s) for which payment is to be made.
Enter the required payment details, including the Payment Amount, Reference#, and Reference 2 / Cheque No # fields. Then, enter the payment amount under the Pay Amount column for the invoice and click Pay Invoice(s).
Step 3: Once the payment is successfully processed, navigate to Sales → Customer Section → Customer Info and search for the required customer.
Step 4: Go to the Transactions tab to view the transactions related to the selected Customer and select Invoice Payment from the Transaction Type dropdown.
Step 5: Review the Payment Ref No and Payment Ref No 2 columns in the transaction grid. The system displays the payment reference details associated with each Invoice Payment transaction.
Enhanced Shipping Cost Override toggle Behavior
Overview:
The shipment creation process has been enhanced to automatically enable the Shipping Cost Override toggle when an invoice is created through the shipping of a Sales Order and the Keep the shipping cost consistent from Sales Order to Pack & Ship app configuration is enabled.
Previously, even when the app configuration was enabled, the Shipping Cost Override toggle was not enabled by default in the shipment modal. With this enhancement, the toggle is automatically enabled to help maintain shipping cost consistency between the Sales Order and the Pack & Ship process.
Key Enhancements:
When the Keep the shipping cost consistent from Sales Order to Pack & Ship app configuration is enabled, the system automatically enables the Shipping Cost Override toggle during shipment creation.
Helps maintain shipping cost consistency between the Sales Order and the Pack & Ship process.
Reduces the need for users to manually enable the Shipping Cost Override toggle.
The Shipping Cost Override toggle remains editable and can be changed by the user at any time.
How It Works:
Step 1: Navigate to Menu → App Config → Warehouse and enable the Keep the shipping cost consistent from Sales Order to Pack & Ship app configuration.
Step 2: Open Sales → Sales Order and create a Sales Order with the Ship Method set to Delivery (Own Truck) or Delivery (Third Party) and the Shipping Terms set to Prepaid and Billed or Collect and Allowed, as applicable.
Step 3: Release the Sales Order. Create a wave, allocate inventory, and complete the required fulfillment steps until the order is ready to be shipped.
Step 4: Open the Pack & Ship module and click the Freight Amount to open the shipment modal.
Step 5: Verify that the Shipping Cost Override toggle is automatically enabled. Review the shipment details and modify the Shipping Cost Override toggle if required.
Step 6: Save the shipment to complete the shipment process. The system creates the invoice and maintains shipping cost consistency between the Sales Order and the Pack & Ship process.
Restrict Automatic Item Vendor Mapping Creation
Overview:
This enhancement provides greater control over Item Vendor Mapping management by introducing a new configuration to restrict automatic Item Vendor Mapping creation and by improving Vendor Part # population in Purchase Orders.
Previously, Vendor Part # values were populated in Purchase Order lines only when the Use Vendor Mapping Price in Purchase Modules app configuration was enabled. With this enhancement, Vendor Part # information is always populated from existing Item Vendor Mappings regardless of the configuration setting.
Additionally, the new Restrict Automatic Item Vendor Mapping Creation app configuration prevents the system from automatically generating new Item Vendor Mapping records during updates or modifications, allowing users to manually manage vendor mappings and avoid unintended or duplicate mapping records.
Configuration Details:
App Config Name: Restrict Automatic Item Vendor Mapping Creation
Configuration Location: Menu → App Config → General → Restrict Automatic Item Vendor Mapping Creation
Functionality:
When App Config is Enabled:
The system does not automatically create new Item Vendor Mapping records when items are created, updated, imported, or when the Default Vendor is changed.
Existing Item Vendor Mapping records remain unaffected.
Users must manually create Item Vendor Mapping records when required.
When App Config is Disabled:
The system follows the existing behavior and automatically creates Item Vendor Mapping records when applicable.
Item Vendor Mapping records may be generated during item creation, updates, imports, or when a Default Vendor is assigned to an item.
Vendor mappings continue to be maintained automatically by the system.
How It Works:
A. Vendor Part # Population in Purchase Orders
Step 1: Navigate to Menu → App Config → Purchase and enable/disable the Use Vendor Mapping Price in Purchase Modules app configuration.
Step 2: Go to Menu → Purchase → Item Vendor Mapping and create an Item Vendor Mapping with a Vendor Part Number.
Step 3: Open Menu → Purchase → Purchase Order and create a new Purchase Order. Select the mapped Vendor and add the mapped Item to the Purchase Order.
Step 4: The system automatically populates the Vendor Part # field from the Item Vendor Mapping.
B. Item Vendor Mapping Behavior During Item Updates
Step 1: Navigate to Menu → App Config → General and enable the Restrict Automatic Item Vendor Mapping Creation app configuration.
Step 2: Go to Menu → Admin → Item → Item Centre. Double-click on an existing Item record and select Edit in New Window. Update the item and assign a different Default Vendor.
Step 3: The system does not automatically create any new Item Vendor Mapping records for the selected Default Vendor.
Instead, existing Item Vendor Mapping records are updated as applicable.
Increased Custom Description Character Limit for Items
Overview:
The Custom Description field in the Create Item → Other Attributes tab has been enhanced to support up to 4000 characters.
Previously, users were restricted to a smaller character limit when entering item-specific descriptions. With this enhancement, users can now maintain significantly longer descriptions for items, allowing additional product details, specifications, marketing content, compliance information, instructions, and other item-related notes to be stored directly within the item record.
Key Enhancements:
Users can now store detailed item descriptions without being constrained by the previous character limit.
Custom Description values entered within the item record are displayed in the Item Centre grid, allowing users to review and search item descriptions directly from the Item Centre.
Long descriptions are retained during export, ensuring complete item information is available for reporting, integrations, and data management purposes.
How It Works:
Step 1: Navigate to Menu → Admin → Item → Item Centre and open an existing item record. Alternatively, you can create a new item.
Step 2: Go to the Other Attributes tab and enter the required item description in the Custom Description field. The field now supports descriptions of up to 4000 characters.
Step 3: Click Save to update the item. The Custom Description can be viewed in the Item Centre by selecting the Custom Description column in the grid.
Additional Sales Order Details in Inventory Snapshot
Overview:
This enhancement adds four new columns to the On SO Details popup available from the Item Inventory Snapshot module. These additional fields provide greater visibility into sales order information directly from the inventory snapshot, allowing users to review order classifications, tags, cancellation dates, and internal notes without opening the Sales Order record.
Key Enhancements:
Added Order Type Name column to the On SO Details popup, displaying the value selected in the Order Type field under the Other tab of the Sales Order header.
Added Tags column to the On SO Details popup, displaying the values entered in the Order Tags field under the Other tab of the Sales Order header. If multiple tags are assigned to the Sales Order, they are displayed as a comma-separated list.
Added Date To Be Cancelled column to the On SO Details popup, displaying the value from the To Be Cancelled field in the Sales tab of the Sales Order header.
Added Memo column to the On SO Details popup, displaying the contents of the Memo field in the Sales Order footer section.
Users can select or hide these columns using the Columns option available in the On SO Details popup grid.
How It Works:
Step 1: Navigate to Menu → Inventory → Item Inventory Snapshot.
Step 2: Locate the required item and click the quantity displayed in the On SO column.
Step 3: In the On SO Details popup, click the Columns option. Select the newly available columns:
Order Type Name
Tags
Date To Be Cancelled
Memo
The selected columns are displayed in the On SO Details grid, providing additional sales order information for each order line.
View Wave Print Status Directly in Sales Order History
Overview:
The Sales Order History tab has been enhanced to display the print status of linked Waves. An Is Printed icon is now shown beside each Wave number, allowing users to quickly identify whether the corresponding Wave has been printed without navigating to the Wave Centre.
The same indicator is available in both the table view and Timeline View, providing consistent visibility of the Wave print status throughout the Sales Order history.
Key Enhancements:
Added an Is Printed icon beside the Wave Number in the History tab of the Sales Order.
Added the same Is Printed indicator in the Timeline View of the Sales Order History.
The indicator reflects the current Wave Printed status, allowing users to verify whether a Wave has already been printed.
Supports Sales Orders linked to multiple Waves, with the print status displayed independently for each Wave.
How It Works:
Step 1: Go to Menu → Sales → Sales Order Centre and open a Sales Order.
Step 2: Click the History tab. In the table view, locate the linked Wave entries. If a Wave has been printed, an Is Printed (printer) icon is displayed beside the corresponding Wave Number.
Step 3: Turn on the Timeline View toggle. For each Wave entry, the Is Printed icon is displayed beside the Wave Number if the Wave has been printed, making it easy to identify the print status of individual Waves at a glance.
If a Wave has not been printed, no Is Printed icon is displayed beside its Wave Number.
Enhanced Invoice Deposit Handling and Invoice Date Offset for SO Shipments
Overview:
The invoice workflow has been enhanced to provide greater flexibility when managing customer deposits and invoice generation during Sales Order shipments.
Users can now link existing customer deposits directly to invoices, subject to validation rules that ensure deposits are applied appropriately. In addition, new app configurations have been introduced to automatically offset the invoice date for Sales Order shipments and control which payment term types the invoice date offset applies to. These enhancements simplify invoice processing while providing greater control over payment and shipment workflows.
Key Enhancements:
Added the ability to link existing customer deposits directly to invoices.
Added an available deposit notification on the Invoice page to indicate when a deposit can be applied to the invoice.
The notification is displayed only when the invoice has an outstanding balance and the customer has a remaining deposit amount greater than 0.
Clicking Click Here in the notification automatically applies the available deposit to the invoice.
The Deposit Date cannot be later than the Invoice Date.
The deposit amount applied cannot exceed the Amount Due on the invoice.
Invoice and Ship dates in the Express Ship window are automatically adjusted based on the configured invoice date offset.
The configured invoice date offset is applied consistently when quick shipping from the Sales Order Centre, Sales Order, and Pack & Ship module.
Configuration Details:
Invoice Date Offset for SO Shipments
Configuration Location: Menu → App Config → Sales → Invoice Date Offset for SO Shipments
Applicable Payment Term Types for Invoice Date Offset
Configuration Location: Menu → App Config → Sales → Applicable Payment Term Types for Invoice Date Offset
Type: Multi-select Dropdown
Available Options:
NET
COD
CIA
CCD
None
Month
Absolute
Split Terms
Functionality:
Invoice Date Offset for SO Shipments
Specifies the number of days to add to the Invoice Date when invoices are generated during Sales Order shipments. The configured offset is also applied to the Ship Date in the Express Ship window.
Applicable Payment Term Types for Invoice Date Offset
Allows users to select one or more payment term types to which the Invoice Date Offset for SO Shipments configuration applies. If no payment term types are selected, the invoice date offset is applied to all payment term types.
How It Works:
Step 1: Navigate to Menu → App Config → Sales. Configure the Invoice Date Offset for SO Shipments app configuration by entering the number of days to offset the invoice date.
Step 2: (Optional) Configure the Applicable Payment Term Types for Invoice Date Offset app configuration by selecting the COD payment term type to which the invoice date offset should apply.
Step 3: Create and release a Sales Order with the Payment Terms set to COD in the Sales tab.
Step 4: Click Options → Quick Ship at the top of the Sales Order.
Step 5: The Quick Ship dialog box appears. Verify that the Invoice Date and Ship Date are automatically updated based on the configured invoice date offset.
Step 6: Click Quick Ship to successfully ship the Sales Order and generate the invoice.
Step 7: Open the generated invoice and verify that the updated invoice date has been applied.
Step 8: Open the generated invoice. From the Options menu, select the Take Deposit option and then click Record Deposit. The Customer Deposit page opens.
Step 9: Verify the Deposit Date, select the Sales Order number in the Ref# field, and enter the deposit amount to be applied.
Step 10: Click Link to link the deposit to the invoice, and then click Save.
Enhanced Default UOM Selection with Configurable UOM Priority
Overview:
A new Default UOM field has been introduced in the Customer module to simplify Unit of Measure (UOM) selection when adding items to sales transactions. In addition, the "Use UOM from the Customer/Item Customer Mapping on Add Item" app configuration has been enhanced to support multiple UOM selection priorities.
When enabled, the system automatically determines the appropriate UOM based on the configured priority, reducing manual effort while ensuring customer-specific UOM preferences are applied consistently across sales documents. Users can still modify the selected UOM after the item is added.
Configuration Details:
App Config Name: Use UOM from the Customer/Item Customer Mapping on Add Item
Configuration Location: Menu → App Config → Sales → Use UOM from the Customer/Item Customer Mapping on Add Item
Type: Multi-select Dropdown
Available Options:
Customer
Item Customer Mapping
Functionality:
If the Customer Default UOM option is selected, the system uses the Default UOM configured in the Customer record.
If the Item Customer Mapping UOM option is selected, the system uses the UOM configured in the most recently created Item Customer Mapping record for the selected customer and item.
If both options are selected, the system gives priority to the Customer Default UOM.
If neither configured option is available, the system falls back to the item's default UOM.
Users can manually change the UOM in the sales order line after the item has been added to the transaction.
How It Works:
Step 1: Navigate to Menu → App Config → Sales and configure the "Use UOM from the Customer/Item Customer Mapping on Add Item" app configuration by selecting both the Customer Default UOM and Item Customer Mapping UOM options.
Step 2: Go to Sales → Customer Section → Customer Centre and open the required customer record.
Step 3: In the Other Info tab, set the Default UOM and save the customer record.
Step 4: Create an Item Customer Mapping for the same customer and item, and select the required UOM. If multiple Item Customer Mappings exist for the same customer and item, the system considers the most recently created mapping.
Step 5: Create a Sales Order for the configured customer and add the mapped item.
Step 6: Verify that the UOM displayed in the sales order line is the Customer Default UOM.
If a Customer Default UOM is not configured, the system uses the UOM from the latest Item Customer Mapping. If neither is available, the system uses the item's default UOM.
Display Customer First Name, Last Name, and Company Name in Sales Order Centre
Overview:
The Sales Order Centre has been enhanced with three new columns: Customer First Name, Customer Last Name, and Company Name. These columns allow users to view customer details directly within the Sales Order Centre, making it easier to identify customers, differentiate between individuals and companies, and search sales orders without opening the Customer record.
Key Enhancements:
Added Customer First Name, Customer Last Name, and Company Name columns to the Sales Order Centre.
The Customer First Name column displays the value configured in the First Name field on the Primary tab of the Customer page.
The Customer Last Name column displays the value configured in the Last Name field on the Primary tab of the Customer page.
The Company Name column displays the value configured in the Company Name field on the Primary tab of the Customer page.
How It Works:
Step 1: Go to Menu → Sales → Customer Section → Customer Centre and open an existing customer record.
Step 2: In the Primary tab, enter or update the First Name, Last Name, and Company Name fields, and save the customer record.
Step 3: Navigate to Menu → Sales → Sales Order → Sales Order Centre.
Step 4: Click the Columns icon and enable the Customer First Name, Customer Last Name, and Company Name columns.
Step 5: The system displays the Customer First Name, Customer Last Name, and Company Name values retrieved from the corresponding fields on the Primary tab of the associated Customer record.
Drag-and-Drop Reordering of MO Lines in Released Manufacturing Orders
Overview:
This enhancement allows users to reorder item lines within a Manufacturing Order (MO) while the MO is in Released status. Previously, newly added items could only be appended to the MO, and their position could not be adjusted. With this enhancement, users can drag and drop MO lines to rearrange the item sequence as needed, providing greater flexibility when organizing raw materials, labor items, service items, and other components within the Manufacturing Order.
Key Enhancements:
Added support for drag-and-drop reordering of MO Lines in Released Manufacturing Orders.
Newly added items are automatically placed at the bottom of the MO Lines list.
Users can reposition newly added or existing items anywhere within the MO Lines section.
The customized item sequence is retained after saving the Manufacturing Order.
How It Works: Step 1: Navigate to Menu → Manufacturing → Manufacturing Order and create a Manufacturing Order.
Step 2: In the MO Lines section, click Release to move the Manufacturing Order to Released status.
Step 3: Add a new item using the Add Items option. Newly added items are automatically displayed at the bottom of the MO Lines list.
Step 4: Use the drag handle available on the item line to drag and drop the item to the desired position within the MO Lines section. Click Save to retain the updated item order.
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