> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/whats-new/release-notes/current-release/june-release.md). # June Release {% hint style="warning" %} 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. {% endhint %} ### **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.

*** ### **Addition of Item Unit Cost Field in Item Vendor Mapping** **Overview:** A new read-only **Item Unit Cost** field has been introduced in the **Item Vendor Mapping** module. This field references the item's Standard Cost and automatically calculates the cost based on the selected UOM when Multi UOM is enabled, a valid UOM mapping exists, and the **Dynamic Unit Price Calculation Based on UOM Factor** configuration is enabled. Additionally, when the UOM selected in the Item Vendor Mapping matches the item's Base UOM, the system automatically populates the same value in the **Vendor List Price** field. *** **Configuration Details:** * **App Config Name:** Dynamic Unit Price Calculation Based on UOM Factor * **Configuration Location:** Menu → App Config → General → Dynamic Unit Price Calculation Based on UOM Factor

*** The **Item Unit Cost** calculation is dependent on the above configuration and the following setup: * **Multi UOM** must be enabled. * The UOM selected in the Item Vendor Mapping must have a valid conversion mapping with the item's Base UOM in the **Multi UOM Mapping** module for the system to calculate the **Item Unit Cost** correctly. *** **How It Works:** **Step 1:** Navigate to **Menu → Admin → Item → Item Centre** and select the required item. Verify the item's **Standard Cost**, **Base UOM**, and the UOMs assigned to the item.

**Step 2:** Go to the **Multi UOM Mapping** module and ensure a UOM conversion mapping exists for the item's Base UOM and the UOM that will be used in **Item Vendor Mapping**. **Step 3:** Now, create an Item Vendor Mapping record for the required **Item Number**, **Vendor**, and **UOM**. **Step 4:** The system automatically calculates and displays the **Item Unit Cost** field. **Step 5:** The **Item Unit Cost** field is displayed as a read-only field and cannot be edited manually. The value is always derived from the item's Standard Cost, the applicable UOM conversion factor, and the selected UOM. * If the selected UOM matches the item's Base UOM **(SKU UOM)**, the system automatically populates the same value in the **Vendor List Price** field as in the **Item Unit Cost**.

* When the selected UOM differs from the item's Base UOM, the **Item Unit Cost** is calculated using the configured UOM conversion factor, while the **Vendor List Price** remains editable.

*** ### **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.

{% hint style="info" %} If a Wave has not been printed, no **Is Printed** icon is displayed beside its Wave Number. {% endhint %} *** ### **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:** 1. **Invoice Date Offset for SO Shipments** * **Configuration Location:** Menu → App Config → Sales → Invoice Date Offset for SO Shipments

*** 2. **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:** 1. **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. *** 2. **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**.

{% hint style="info" %} 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. {% endhint %} *** ### **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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