October 2021 Release
Last updated
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Last updated
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The process of linking a Credit Memo to an SO has been improved.
What’s new?
The new feature will automate the calculation of linking the remaining Deposit amount based on the already linked Credit Amount.
The Deposit amount to be sent out in the Deposit link will subtract the Credit amount linked to it.
Added the Credit line under the Total Amount and Deposit section of the Sales Order.
How does it work?
Create a Sales Order and link Credit to that Sales Order.
Added Credit column under the Total Amount and Deposit in the Sales Order. It will show the total credit amount linked to the Order.
Now go to option and Record Deposit.
The amount in the Record Deposit will be the total amount of Sales Order – linked Credit Amount.
Now mark the Sales Order as advance payment required and apply Credit to that Sales Order. While sending the Deposit link the amount will be the Total Deposit Amount required – Linked Credit Amount.
Similarly, while generating a deposit link the amount in the link will be the Total Deposit Amount required – Linked Credit Amount.
The Purchase Order module has been enhanced by adding the ability to copy a PO to TSO.
The following two options are provided under the “Copy” section:
Copy to Transfer Sales Order (TSO)
Copy Selected Lines to TSO
A User can now specify the default usage of the carton during the Shipping (Pack & Ship, Express Ship, Quick Ship) of an Order, whether to use a single carton or one carton per item.
What’s new?
Added an app config under the Sales tab “Default carton in pack and ship”.
It has two values: 1. Single Carton, 2. One Carton Per Item.
This allows you to use one Carton for one Item during the Pack & Ship process of an Order.
How does it work?
Navigate to the App Config module. Under the Sales tab, select the “Single Carton” Option in the “Default carton in pack and ship” setting.
This setting will decide how many default ship carton(s) are created when shipping the order.
When a single Carton is selected in the App Config then while shipping a Sales Order, a single carton will be created and functionality will work as it has been working before.
Now if One Carton Per Item is selected then while shipping the Sales Order One Carton Per item will be created.
In case when SO has multiple lines of the same item then one carton for that item will be created and will have multiple lines of the same item.
It is possible now to create an Estimate directly from the following modules:
Sales Order,
Customer/ Customer Centre, and
Customer Info
The Estimate can be created from the “Options’ dropdown of these modules.
Sales Order: Copy to Estimate in the Options
Customer module: In the Options
Customer Centre: On Right-Click
Customer Info: In the Options
With the added feature the User will now be able to write off the Not Available Qty in the Inventory by the Location module without affecting any Inventory levels.
What’s New?
Added an App Config setting under the inventory tab “Enable write-off feature for Not Available Inventory”. This feature will allow users to write off not Available Inventory without making it Available.
How does it work?
Turn on the App Config “Enable write-off feature for Not Available Inventory” from the App Config module.
Go to the Inventory by Location module.
Right-click on the item whose Not Available Quantity is greater than 0.
Click on the Write off Inventory option.
Enter the write-off not Available Quantity.
The entered QTY must be less than or equal to the Not Available Quantity of that Item.
New Not Available Qty will be (Not Available qty – Write-Off Qty).
On Clicking the Write-Off, it will automatically create an Inventory Adjustment entry in the Inventory Adjustment Centre.
Added option to the batch updates the “Date to Be Shipped” in the Sales Order Centre both on the Header and the Detail level.
How does it work?
Go to the Sales Order Centre.
Select the Sales Orders and go to Batch update in Options and select “Date to Be Shipped” and update the date.
It will update the Date to be Shipped of the selected Sales Orders.
Added option to export Manufacture Orders in the Data Export Centre.
Search by Manufacture Order Detail.
Advanced Search can be made for the required Batch MO/MO number.
Click on the options for Exporting the MO.
TSO and TPO modules have been updated with new functionality.
We know that as soon as a TSO/TPO is created and released, it generates the associated TPO/TSO.
Earlier if any changes related to the item QTY are made or a new item is added or changes are made in the address, the corresponding TPO/TSO was required to be manually updated.
Now, this will automatically update the existing TPO/TSO and will create a new one with updated data.
The changes can only be made in the Released Status and the change will be reflected in the corresponding Order.
After creating a TPO/TSO, while releasing the Order the following pop-up will be visible stating that “Any modifications to the TSO(TPO) after Release will be automatically reflected on the respective TPO(TSO)”.
After a Wave or an ASN has been created the TSO/TPO will not further allow any changes.
In the Purchase Order module, new options to Split PO or copy and move to a new PO have been added.
The following two options are provided:
1. Option to Copy lines to New PO
2 Option to Move lines to New PO
The “Customer Address module” is added to the Data Export Centre module in the search by option.
What’s New?
PO: As soon as the Inventory is available and received on the PO, the linked SO will be Automatically Allocated.
MO: The Sales Order linked to an MO will automatically create and pick Waves on the production of the Manufacturing Order.
An alert can be sent via internal notification/email or both to notify regarding the auto-allocation of the Order.
This enhancement will automate the processing of the linked Sales Orders.
To accomplish this, new App Configs are added to the Purchase Order tab.
Auto Allocate linked Sales Orders when stock is received
Send email notifications when PO linked Sales Orders are auto-Waved/Allocated
Linked SO & MO Stock Availability Notification Type
Linked SO Stock Availability Notification – Additional Emails
Linked MO Stock Availability Notification – Additional Emails
Auto-allocate linked sales orders when linked MO is produced
Send email notifications when MO-linked sales orders are auto-waved
How does it work?
Let’s understand how these App Configs are going to work.
Auto allocate linked sales orders when stock is received
Auto Allocate linked Sales Orders when stock is received
If this setting is on then the system will automatically Allocate the Sales Order(s) linked to the Purchase Order.
You can specify the Wave Allocation type
Do not wave, The Order will not be auto-allocated
Full order(s) only, (Which means the order will wait to allocate until the complete order is available in stock.)
Full qty line(s) only,
Allocate what’s available.
When this App Config contains any value, the system will automatically create a Wave for the linked Sales Orders of PO or MO based on the App Config value.
Send email notifications when PO linked Sales Orders are auto-Waved/Allocated
If this setting is enabled, the system will notify the Sales Rep or Customer, or both (based on the selection) when the linked PO is received and the Sales Order is automatically Waved for Picking.
This app config contains 4 values:
Do not send,
Customer,
Sales Rep, and
Customer & Sales Rep.
If this config contains any values, then the email notification will be sent to the customer or sales rep based on the app config value.
This feature will work when PO received/ MO is produced, then the wave will be created for linked SO’s.
Linked SO & MO Stock Availability Notification Type
If this setting is enabled, the system will send internal or email notifications to the Sales Rep assigned to the Sales Order or additional emails provided in the App Config Types = Internal Notification (Sales Rep), Email (Sales Rep), Email (Additional Emails).
In this app configuration now, the user can select which notification type he wants to use (Internal/ Email)
If an email notification is selected in this app config, the email notification (item availability notification) will be sent to the email mentioned in the app config.
Linked SO Stock Availability Notification – Additional Emails
If this setting is enabled, then the system will send additional email notifications to the email addresses specified in the App Config when a PO linked to SO is received.
For SO: “Send PO receiving notification for linked sales orders to the following emails” under the purchase tab.
Auto allocate linked Sales orders when linked MO is produced
Linked MO Stock Availability Notification – Additional Emails
If this setting is enabled, then the system will send additional email notifications to the email addresses specified in the App Config when raw materials PO linked to MO are received.
For MO: “Send MO receiving notification for linked sales orders to the following emails” under the purchase tab
Auto-allocate linked sales orders when linked MO is produced
If this setting is on then the system will automatically allocate the sales order(s) linked to the manufacturing order being produced by auto-creating pick waves.
You can specify the Wave Allocation type
Do not wave, The Order will not be auto-allocated
Full order(s) only, (Which means the order will wait to allocate until the complete order is available in stock.)
Full qty line(s) only,
Allocate what(s) is available.
Send email notifications when MO-linked sales orders are auto-waved
If this setting is enabled, the system will notify the sales rep or customer, or both (based on the selection) when the linked MO is produced and the sales order is automatically waved for picking.
This app config contains 4 values:
Do not send,
Customer,
Sales Rep, and
Customer & Sales Rep.
Along with this, a new Email Template for this has been created with the Entity Name: Wave Allocation.
This template will be used in the notification email when the Order is automatically Allocated on Receiving the inked PO.
The User can now directly access Customer Info from the Customer Centre.
How does it work?
Navigate to the Customer Centre.
Right-click on the Customer for which you wish to see the info such as Customer’s Transactions, Orders & Estimates, Invoices or Customer’s Balance details, etc.
On right-click, an option is provided that will directly navigate the user to the Customer Info module.
The Sales Order Detail file when exported from the Data Export Centre contains two new columns to show the Ship Status of the Order:
Line Status & Ship Status
Added an App Config setting ‘Item UPC Validation’ in the general section.
Item UPC column will allow values only as per the expression defined in the App config setting.
Users can specify the regular expression that which system will use to validate Item UPC when creating/updating Items(s). For example ([0-9]{12}). This means the Item UPC should be 12 digits from 0 to 9.
How does it work?
Navigate to Item UPC Validation App config from App config Module and Enter a Regular Expression (Reg-Expression).
Now Navigate to Item Centre Open any Existing Item or Create New Item, in Inventory Tab, enter values in UPC column. It should be according to the Expression filled in App config.
This also applies while Uploading Products.
If the entered Values are not as per App config, it will give an Error “Cannot complete request, Item UPC validation defined in-app config does not match with entered Item UPC”.
If no expression is defined in the config, then it will work as it was working before.
While uploading Sales Orders, the system will not allow the upload if the Items have their Active & Sellable flags turned Off.
Only the Orders with Active and Sellable Items will be uploaded successfully.
You may refer to the following scenarios with different types of Items.
Item is Active and Sellable [Will be uploaded successfully]
Item is Not Active and Sellable [Will give error]
Item is Active and Not Sellable [Will give error]
Item4 is Not Active and Not Sellable [Will give error]
Added a feature for replacing the item in a Bill of Material.
A new column “Replacement Item Number” has been added to the “Update BOM Items” module.
How does it work?
Navigate to the Update BOM Items module.
Select the Raw Material Item Number from the drop-down.
This will show all the BOMs in which the raw material is used.
Replace the raw material with any other raw material by adding the Item in the “Replacement Item Number” field.
Select: Update “All Revisions” or the “Last Revision”
This will update the raw material Item in the Bill of Material.
Please Note: The system will give an error in the following cases:
The Item that was added to the Replacement Item Number does not exist.
The Item is not a raw material.
Added a new feature to create BOM revisions through the Bill of Material upload.
Added a new column “Is Revision” in the BOM upload CSV template.
If this is set to “Y”, then the Bill of Material will be uploaded as a revision to the existing BOM.
Please Note:
If “Is Revision” is marked as true, then the columns “Revision”, “Valid from Date”, and “Valid to Date” fields are required.
The revision will only be created if a Bill of Material exists.
*Upload Bill of Material only creates the BOM/BOM revision not used for Updating existing BOMs.
Created a new Module “Batch Upload MO Quick Produce“.
Use this module to Batch Quick Produce the MO’s that are already created in the system.
How does it work?
Navigate to the “Batch Upload Quick Produce” module.
Download the template CSV file.
Fill in the MO numbers with the Qty to be produced.
Upload the file.
This will Quick Produce all the MOs that are uploaded.
You can check the status of the MOs from the MO Centre.
Please Note:
The raw materials associated with the MOs should have sufficient Qty.
The Qty uploaded cannot be greater than the Manufacture Order Qty.
While creating a Manufacturing Order the users can now increase/decrease the Qty to be Produced while producing any MO.
Please Note: The change will not impact the Raw material factor value according to the offset. Factors will remain the same, only the Produced QTY will be impacted, and Raw Material will not be increased or decreased for any Item.
What’s new?
A new column ‘Production Offset QTY’ was introduced in the MO module to update the total Produced QTY.
The Production Offset Qty entered here will post the transaction in the Shrinkage/Swell offset account and will affect the final Qty produced.
New App Config is introduced for adding ‘Production Offset Qty’ in the MO tab of the App Config module. Config name – ‘Production Offset Account’.
This account will be used as an offset account for the shrinkage/swell transactions in producing manufacture orders when production offset qty is entered.
How does it work?
Navigate to the Manufacturing Order module and create an Order.
A new box field is added in the header “Production Offset Qty”.
The User can fill in the Offset Qty in this column any time during the processing of an Order, till the “Work in Progress”.
The user can enter QTY in positive or negative value.
Save the MO and Produce it.
Check the Produced QTY.
The QTY will be increased/decreased according to the Production Offset QTY.
The final QTY Produced will be equal to QTY TO PRODUCE + PRODUCTION OFFSET QTY
I.e. If Qty to Produce = 10, Production Offset QTY = 8, then 18 units will be Produced.
In the event of increasing the QTY, the output will add the total Debit value and a corresponding Credit entry will be present for balancing the transaction in the Production Offset Account.
And If Qty to Produce = 10, Production Offset QTY = -8, then 2 units will be produced.
In case of decreasing the Qty, the output will decrease the total in Debit value and a new Debit value will be added for balancing the transaction in the Production Offset Account.
Manufacturing Order-related App Config settings under the MO tab
