July 2021 Release
Last updated
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While creating an invoice for a manufacturable Item, if the Item’s qty is not available, then the item can still be added to the Invoice and will be automatically produced.
The system will allow adding the Item in the Invoice even when the qty is not sufficient.
This is based on an App Config setting “Enable auto produce when having insufficient inventory” under the Manufacturing tab.
How does it work?
When the App Config setting is turned OFF in the normal scenario, the system will have a usual behaviour of not allowing adding more than the available qty in the invoice.
On the other hand, if the App Config setting is turned ON, you can add the manufacturable Items to the Invoice/Wave, even if the On Hand qty on the Location is not sufficient.
After you turn on the app config, the Items with the “Auto producible” flag marked as “Yes” will get auto-manufactured and produced when the Inventory is insufficient during the following operations:
Create Invoice,
Create Wave.
With the setting turned ON, the following notification message will appear while creating the Invoice with insufficient qty.
“You have marked this item as auto producible which means that this item will be auto manufactured/produced to make inventory available when creating Invoice if inventory is not sufficient. This will eliminate the need to manually create and produce manufacture orders”.
After the Invoice is created/saved, the MO will be generated and Auto Produced.
The MO is auto-created and Produced along with the Sub-MO’s.
Please Note:
The manufacturable Item should be “Auto-Producible” in nature. If this flag is turned Off, it will not get produced.
The added manufacturable Item should have the BOM Items associated with it.
The BOM raw material Items should have a sufficient inventory available.
In the Journal Entry module, added a new checkbox called “Home Currency Adjustment” which posts only the home currency amount, keeping the foreign amount as 0.
Why do we need Home Currency Adjustment?
When a business is done in multiple currencies and hence the transfer of funds takes place between different accounts, for example, USD/CAD, etc., the fluctuation in exchange rates can cause differences in home currency equivalents for foreign amounts.
This issue can be fixed by doing the Home Currency Adjustment against the Exchange rate gain and loss account.
Below is an explanation with an example of how home currency adjustment works.
Please see the screenshot for reference.
Sales with fluctuations in exchange rate cause the difference in USD and CAD
** see the Bank Deposit with a 1.1 exchange rate and the fluctuation in the total.
Hence, in order to match the home currency with USD, home currency JE is required.
In the JE module a flag for “Home Currency Adjustment” is introduced.
If the flag “Home Currency Adjustment” is unchecked, the “Journal Transaction View” will show the “Foreign Amount”.
While if the flag “Home Currency Adjustment” is checked, the “Journal Transaction View” will show the “Foreign Amount” column values as “0”.
Please Note:- The “Home Currency Adjustment” Flag can be updated for all the accounts other than the Account Receivable and Accounts Payable.
An “Add” button has been provided to the option value dropdowns on the Item module under the variant info tab.
This has given the advantage of editing the “Product” information of the Item directly from the Item module.
Navigate to the Item module, or open an item to edit.
Under the Variant info tab, click on a Product Value dropdown.
Here is the “Add New Option” feature provided to this tab.
With a click, it opens the Product module.
The new option(s) can be added and saved.
This will update the Item options dropdown menu.
Please Note: This feature applies only if the Product Variants are enabled for your instance.
Added Alternative Item Number1, Alternative Item Number2, and Alternative Item Number3 columns in the Order Linker Module.
The columns can be added from the nine dots option.
Order Linker:
The Alternate Item# fields have also been added under the linked Orders tab of SO and PO subviews.
Sales Order subview:
Purchase Order Subview:
The Customer and Vendor Centres have been enhanced to include batch updating options for the “Permission Groups”.
Please Note: “Permission Groups” was a feature recently added that gives the ability to limit Customers and Vendor access to certain users in the Company based upon the Permission Groups.
This enhancement applies only if the feature is activated for your instance.
Know more about this feature in the following Help Article link:
With the new feature, you can limit a User’s access into different Inventory modules to be able to view only those Inventory/Stores they’ve been granted permission to access.
Created an App Config “Restrict Inventory By User Store-Mapping” under Inventory Tab.
Navigate to the App Config module.
Under the Inventory tab look for the setting “Restrict Inventory By User Store-Mapping“.
If this setting is enabled, only then the stores will be restricted by User-Store mapping.
The setting is currently implemented in the following inventory modules only:
Inventory Movement,
Item Inventory Snapshot,
Inventory By Location,
Inventory Change Log,
Short Inventory Planner,
Inventory Adjustment Centre
When Warehousing is enabled, conversion directly from PO to IR/Bill is now made possible for the Non-Inventory and the Service Items.
Before now, this could only be achieved if the warehousing option was turned off.
Navigate to the PO module.
Create/Open a PO and from the Options, “Convert To Item Receipt”.
When the PO contains Non-Inventory and Service Items, a pop-up box will open to confirm the action.
This pop-up contains a toggle switch to “Convert To Bill”.
When the toggle is switched ON it will convert the PO item to Bill, and if let OFF an IR will be created.
The Status of the PO will get updated after saving the Bill.
The Customer Module will now provide access to Customer Details tabs based on the User’s Permissions defined from the Access Manager module. This will give you more control over setting access restrictions when setting user permissions for creating/updating customers.
How does it work?
Navigate to the Access manager module.
Select the “Access Recipient Type” and the “Recipient”.
Go to the “Sales Tab” > “Customer Section” > “Customer Tabs”
The User will not be able to view the tabs un-selected and hence the information provided in them.
Added the Item Default Vendor column on line-level in the Manufacturing Order module.
How does it work?
Open the Manufacturing Order module.
Select Item in the MO header.
Save the Manufacturing Order.
Added a default Vendor column on the MO detail level. The default Vendor populating here will be the default Vendor of that Item.
If required, the Default Vendor can be changed/edited for the Item on the MO.
NOTE: If changing the default vendor please save the page.
The Manufacturing Order module now includes a new option to create/link Purchase Order(s).
How does it work?
Select lines from MO that have default Vendors and create PO for them from the Options.
The confirmation pop-up box will open asking to save the MO.
The confirmation will create the Oder.
The PO’s will be created separately for each Vendor.
Created PO’s from the MO will be shown in the MO Centre in the column ‘Linked PO’.
Click on the PO number, the subview will open.
Under the linked Order tab, the linked Manufacturing Order is added.
Similarly in the PO Centre, a new column “Linked MO” is added which shows the parent MO from which the PO is created.
Click on that MO number, the MO subview will open.
Under the linked order tab, the linked Purchase Order row will be there.
Open Purchase Order, add Items that have BOM Items associated with it.
Save the Purchase Order and go to the options and select “Create MO” under the “Copy/Move dropdown.
Enter/Select the details.
MO(s) will be created.
Similarly, Batch MO can be created from the PO module.
Created MO(s) will be shown in the MO Number column in the Manufacturing Order Centre.
Click on the MO number, in the MO subview under the linked Order tab linked Purchase Order row will be there.
Similarly in the MO Centre, the parent PO number will be shown.
Click on that PO number PO sub-view will open in that under the “Linked Order” tab linked Manufacturing Order row can be viewed.
Go to the Manufacturing Order module and create an MO, and save it.
Go to options and click “Link Orders”.
The Order Linker module will open.
The linking of the Orders for the common Items can be created.
Added Two new “Order Type” options on the left side of the Order Linking Header.
“Manufacturing Order(FG)”: For linking the Final Item produced in the MO, the Manufacturing order finished Product.
“Manufacturing order(RM)”: For linking the Manufacturing order Raw Material Item(s).
Added a new Order Type on the right side: “Purchase Order”.
Link any Manufacturing Order(FG)/(RM) with the PO.
The linked PO will be shown in MO Centre.
The PO/MO details can also be accessed from the “Linked PO” and “MO Number” columns respectively.
Open Batch MO from MO Centre.
MO table has a new column, “Qty To Produce“. This can be added from the nine dots option.
This is editable when the MO is in “Open/Release” and in “In-Picking” status.
Qty to Produce can not be greater than the original Qty on the MO.
When any Qty is changed in the “Qty to produce” column, new buttons and the checkbox for creating new MO(s) will appear.
Select whether Qty has to be updated for all the MO’s or only for the selected MO’s.
If the checkbox is selected and Qty to Produce is updated then a new MO will be generated under the same batch with the remaining Qty (Qty-“Qty to Produce”).
The existing MO Qty will also be updated with the Qty = Qty Produce Qty.
On the Other hand, if the “Create New MO(s) for the remaining Qty flag is unchecked, no new MO will be created and the Qty and Qty to Produce columns will get updated with the new Qty.
A batch Release option is also introduced for Open orders from the Action button.
Please Note:
If any MO is linked with PO then PO linking will also be updated, and in the same case if a new MO is created then that will also be linked with an already linked PO.
In the Sales Order Centre, added tabs “Linked Orders” to access the Linked MO(s) & PO(s).
Click on the linked MO, the MO subview can be viewed.
MO(s)/Batch MO(s) can be created from the SO screen and SO with MO linking will be created and can be seen on the corresponding modules subview.
Qty of linked Orders will be updated the same as MO-PO linking.
New created linked MO will be shown in the SO Centre.
In the MO Centre, added the “Customer PO#” in the Linked SO column.
