February 2022 Release
Last updated
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Last updated
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Added new functionality where on paying an Invoice from the Invoice Payment module, a pop-up appears on the screen showing Clickable Payment Number.
On clicking Payment Number an Invoice Payment sub-view will be opened showing the payment details.
Here, the User can add Comments and Attachments by clicking on the Comment button next to the options button.
A quick link has been provided in the reconciled IR & Bills, where the User can view the reconciliation details such as reconcile method name, etc. in case the reconciliation amount is not added to the Vendor Bill.
How does it work?
Navigate to IR/Bill Centre.
Open the IR/Bill that is to be reconciled, or is reconciled.
After reconciling the IR/Bill, an informatory line is seen at the top of the page.
If the reconciled amount is not added to the Vendor Bill by unchecking the “Add to Vendor Bill” option, the informatory line will show a “Click Here” option.
Hit on “Click Here”.
This will open a pop-up.
The pop-up shows all the information regarding the reconciliation.
The reconciliation method used Unit Cost/Qty/Amount can be checked from this pop-up.
Added an option to Generate Payment Link under the options dropdown in the Invoice module.
This will not send the link to the customer automatically.
The User can manually email the link.
The payment link can be copied from the copy link provided.
Batch Payment Links can be generated from the Invoice Centre.
The generated Payment links can be retrieved from the Invoice Centre.
Added new placeholders in the Email Templates.
The following two placeholders have been added:
First Name
Last Name
The above two placeholders are added for the following entities:
Estimate
Sales Order
Invoice
Sales Receipt
Credit Memo
How does it work?
Navigate to the Email Template module.
Select these placeholders (First Name & Last Name) and use them in an email template.
To use this email template, go to the Estimate/Sales Order/Invoice/Sales Receipt/Credit Memo.
Click in Options > Add to Email Queue> Preview & Send.
The Email Centre window will appear.
Selected placeholders in the email template will be visible with specific line data you have selected from the Centre.
A new column “Order Date” is added in the Short Inventory Planner module for On SO and On PO to their respective snapshots.
Added History tab in the Invoice module.
The History tab will show the following details:
Invoice Credit Memo
Credits/Deposits
Invoice payments
Invoice
SO info
RMA
RMA ASN
This can also be accessed in the Invoice subview from the Invoice Centre.
Please Note: The Invoice must be saved to check the history.
Added ‘Variant Sequence (Low to High)’ in sort options in the Sales Order module.
This will sort the Items added through the advanced variant finder.
The sorting Sequence will be: First by Base Part Number then by Opt 1 Value then by Opt 2 value.
Please Note: It will only be shown if Product Variants are On.
The Bill of Material Centre has been updated with the ability to Batch Delete the BOMs.
How does it work?
Navigate to the BOM Centre.
Select the BOMs to be deleted.
Under the Options dropdown, the User can Batch Delete.
If a BOM has been used in one or more Manufacturing Orders, it cannot be deleted.
Added new placeholders in the Email Templates.
The following two placeholders have been added:
Payment Terms
Memo
Payment Link
The above placeholders are added to the Email Template.
These placeholders can be added and used in the Invoice Email template.
How does it work?
Navigate to the Email Template module.
Select these placeholders (Payment Terms/Memo/Payment Link) and use them in an email template.
To use this email template go to the Invoice Centre.
Click in Options > Add to Email Queue> Preview & Send.
The Email Centre window will appear.
Selected placeholders in the email template will be visible with specific line data you have selected from the Centre.
In case of Payment Link placeholder:
Case 1: For Invoice status “Open” and “Partially Paid ” this button will appear in the email Centre.
Case 2: For Invoice status “Paid” this button will not appear in the email Centre.
Whenever this email is sent to a customer this button will be used to make a payment.
Added new column “Main Email” in the SO Center.
This shows the main email of the Customer, filled in the Customer account.
Added snapshot to the Advance variant Finder same as in the Item Inventory Snapshot module.
This snapshot shows a detailed view of the Inventory according to the Inventory level selected.
How does it work?
Click on a single quantity to get a detailed view of the quantity.
Accordingly, snapshots will appear.
These snapshots are added in the following modules:
Estimate,
Sales Order,
Purchase order,
Transfer sales order,
Transfer Purchase order
In the Sales Order, the Email Template added Carrier Name Placeholder.
In the Purchase Order, the Email Template added Carrier Name & Expected Ship Date Placeholder.
These placeholders can be added to the template through the Email Template Module.
Added functionality for batch updating the column “Country of Origin” in the Item Centre.
The User can update the Country of Origin for the created Items using the batch update option.
14. New App Config added: Open Customer Info when clicked on the Customer in the global search
Added app config ‘Open Customer Info when clicked on the customer in global search‘ in the general module.
When this config is true then while searching for any customer in global search and clicking on that customer it will open the customer info module with the Customer data.
If this config is OFF then it will open the Customer module with the Customer data.
Added ‘Do not include credits/returns’ on the Run Commission page.
If this is true then while creating the commission report, the Credit Memo will not be included in the commission report.
If this is false then the Credit Memo will be included in the Commission Report.
The Purchase Order module has been enhanced by the addition of the ability to be able to restrict the PO workflow on several levels through the PO Approval Process.
What’s New?
New modules have been created: “PO Approval Rule“, “PO Approval Rule Centre“, & “PO Approval Request Centre”
Added App config ‘Enable PO Approval Restriction‘ and ‘PO Approval Restricted Actions‘.
3. Access level ‘PO Approval Request”, under Purchase
How does it work?
Through the Access manager module, grant access for “PO Approval Request” to logged users.
Turn On the setting “Enable PO Approval Restriction” in the app config module, under the PO tab.
Define the “Approval Restriction Actions” in the Config.
Navigate to the module “PO Approval Rule”.
Create the rule for any specific Vendor or Vendor group or Any Vendor and enter the amount range and select the user who can approve the Purchase Order.
Set the Notification Type: Internal Notification/Email.
The Vendor Groups can be added from the Vendor Group module.
The PO Approval Rule created can be seen in PO Approval Rule Centre.
Create a Purchase Order within the amount range of the PO approval rule and with the vendor selected in the PO approval rule.
Save the Purchase Order.
A caution message will be displayed at the top of the Order, saying that approval is required.
On the side of the PO#, an Approval Status icon will be displayed.
If the Notification is selected then the notification will be sent to the users selected in the PO approval rule or if send email is selected then an email will be sent to the users.
And if both are selected then both will be sent to the users.
The user can either approve the PO from the PO approval Request Centre or from the email, or from the Order options.
The authorized User can mark the PO as approved by opening the PO itself.
POs can also be approved/rejected from the PO Approval Request Centre.
If the PO is approved then ‘Approved‘ will come with the Order Number.
In the PO Centre, columns are added to view the Approval Status of the Order: “Is Approval Required“, “Is Approved?“.
Once PO is approved then the actions will not be blocked for that Purchase Order.
The system will give an error if an unauthorized user tries to approve the PO.
PO will be restricted to only those actions which are selected in App Config.
In case, “Enable PO Approval Restriction” is ON and in “PO Approval Restricted Actions”, no restriction is selected, then, in this case, PO will restrict all the available actions in the App config: PO Approval Restricted Actions.
Please Note:
After changing the vendor in the PO approval rule, just click on update on the PO created from the previous rule. This will cancel the Approval Request and the approval will not be required for the PO.
If a PO is approved the system will send an email to the source user, that the PO has been Approved.
If a PO is rejected then it will send an email to the source user that PO has been rejected.
Added a new feature to auto calculate Custom Prices of the Items based on a defined formula in the Item module. This will omit the need to manually update the Custom Prices when the Standard Unit Cost is changed for an Item.
An App Config setting has been added for this purpose. Turn On the setting “Enable item price formula calculations“, under the General Tab.
If this setting is turned on, the system will allow the users to enter interdependent formulas to calculate prices.
For example, the Standard Unit Price formula can be defined as a 30% markup to Standard Unit Cost. .
These options will be available in the Item module, Item Centre, and the data uploads: Upload Products and Upload Item Prices.
How does it work?
Navigate to the Item module.
There is an option to define the formula under the advanced Pricing Tab.
Click on the “Formula” button.
This will show a popup where the Formula can be defined.
Select the Currency for which the formula will be applicable.
The toggle “Use the same formula for all Currency Prices” if set true then the same formula will be used for all the Currencies. If this is set to false then multiple formulas can be defined for different currencies.
Set the Markup%, the Pricing Level, and the Decimal Rounding.
The calculation
Let’s see an example of how the calculation will work:
Price level=Standard Cost, = 100
Markup %= 10, (Use – sign for markdown percentages)
Price level=Standard Price,
Decimal Rounding= 0.50
The Calculations: Standard Cost/100 * (100 + markup%) + Decimal Rounding Based on the formula Standard Unit price will be calculated from Standard Unit Cost with markup -10% and after calculations, 0.50 Decimal Rounding will be added to the Calculated Standard Unit Price.100/100*{100+(10)} + 0.50 =110.50
Added a Re-calculate button to calculate the Custom Prices based on the formula.
In the Item Centre, under the options drop-down, the Custom Prices can be Re-calculated.
Here are the options to “Recalculate for USD (home) Prices” or “Recalculate All Currency Prices”.
The process of creating MO/Batch MOs from a Sales Order has been updated.
How does it work?
Create a Sales Order with manufacturable items.
Go to the Create Manufacture Order option.
Added Auto Wave on the pop-up.
When this auto wave is true then the MO that is made will be in “In Picking” status.
Added Revision On the Pop-Up. It is an editable dropdown.
It has two values: Auto Select & Custom.
By default, Auto Select will be selected.
When Custom is selected it will show a table with the item, description, & Revision.
Revision has all the revisions of that items.
The User can select the revision and MO will be created according to that selected revision.
The same is applicable while creating Batch MOs.
The enhancement provides the ability to restrict the Purchase of Items from only the Vendors that are mapped using Item Vendor Mapping.
Added a new Toggle button in the Item module “Restrict To Be Purchased” under the “Other Attributes” tab.
When this setting is ON for the selected item, it can only be purchased by the “Mapped Vendor”.
The mapping is created through the Item Vendor mapping module.
If the setting is ON for a particular Item and an attempt is made to Purchase the Item from an un-mapped Vendor, the following error message will be received.
The toggle is applicable only if the item is marked “Purchasable”.
Added a checkbox ‘Create as revision‘ in the “Create Duplicate SO” pop-up.
This will create a duplicate of the current SO with the revision number as a suffix.
If this checkbox is true then changing store editable will be disabled and the store of SO will be set in that.
It will create a new child SO with the order number same as a parent SO but the number-1 will be added as a suffix to that order number.
If again child SO is created from the same parent SO always the suffix of the new order number will be increased by one.
Implemented a feature when a user is tagged in a comment the email is sent to the tagged user. (Based on App Config).
An App Config is added under the General settings in the App Config module.
Email: It will send an email notification to the Watchers.
Internal Notification: It will send an internal notification to the User
Email (@ Mention Only): It will send mail notification to @ Mention(s) only.
The tagged users will get notified along with the Ref#.
In case a user is a watcher, as well as is mentioned in the comment, and we have selected the option “Email (Mention Only)” then a single email will be sent.
By assigning Customer Groups to Presentations, users can access the B2B Presentations. Users can be made eligible or can be restricted to access B2B presentations based on their Customer Groups.
The Customer Group can be defined from the Other Info tab in the Customer module.
The feature is based on an App Config setting under the B2B tab: “Show all Presentations in the Customer Portal“
How does it work?
View presentations in the Presentation Centre.
Case1: The App Config “Show all Presentations in the Customer Portal” under the B2B tab is ON.
All the Presentations that are Active will be visible in the Presentation history window.
In this case :
If the presentation is Active and Is Public and if the user wants to open any presentation in the history view, then it will redirect you to the selected presentation.
If the presentation is Active and is Not Public and if you want to open any presentation in history view then it will redirect you to the error page.
If the presentation is not Active then the presentation will not appear in the Presentation history.
Case2: The App Config “Show all Presentations in the Customer Portal” under the B2B tab is OFF.
In this case, the presentation will be visible on the basis of the below cases:
For a Presentation for which the “Is Public” box is checked, the Customer Group will be disabled.
On the other hand, if the Presentations has the “Is Public” box unchecked then the Customer group will be enabled for the presentation.
If the presentation is Public, will be accessible/visible to all the customers. Otherwise, the Presentations will appear on the basis of the specific Customer group selected.
Whenever a customer logs into the Customer Portal, only the Presentations that are linked to their customer group will appear in their presentation history, and they will have access to that presentation in the history window.
When a customer logs with the particular presentation’s link then the following presentations will appear in the presentation history window:
Linked presentation (from which the user logged in)
The Presentation that “Is Public”
The presentation with a Specific customer group selected
Added a process card checkbox in the Customer module and process card as the default column in the customer Centre.
It will only be shown if the default payment method type is Credit Card.
If the process card checkbox is set to true for the Customer, then in the payment modules (like invoice payment, customer deposit) the customer default payment will be set in the payment method and the process card will be checked to true automatically.
No card will be selected automatically. The user has to add the card manually.
It will show an info option on the right of the payment method “No card selected“.
The functionality has been implemented in the Invoice Payment, Customer Deposit, and Sales Receipt.
Added ‘Recalculate Pricing Rule‘ in the options dropdown in the Sales Order detail level.
This feature will recalculate the Pricing Rule of the Item(s), according to the defined Pricing Rules.
Open an SO, go to the detail level, and select the lines for which the Pricing Rule is to be updated.
Click on the ‘Recalculate Pricing Rule‘.
The following will be implemented:
If the pricing rule for that item exists then it will recalculate the pricing for that item.
If there are multiple pricing rules for the item then the pricing rule with minimum value will be applied.
If no pricing rule is available then it will set the unit price of the item.
New Column “Category” added to the Quick Add Items Popup while adding Items in the Orders.
This column takes the Item Category.
The User can search and add items by category.
With this enhancement, even if the shipping method is selected as “Pick Up” the User can still enter the Shipping Details.
This work is based on the App Config setting “Enable Shipping Details for pick up shipping method”.
Turn ON the app config ‘Enable Shipping Details for pick up shipping method‘ in the Sales tab.
Go to the Estimate/SO module and select a customer.
Go to the shipping tab.
Select the shipping method as Pick Up then the Carrier, Shipping term, Ship service, F.O.B, Ship Package type will be enabled and the user can select as per the requirement.
The auto-creation of Sub MOs can be restricted for particular manufacturable Items, even when the “Force Sub MO” App Config or the toggle in the MO is true.
For this purpose, added ‘Prevent Sub MO‘ in the Bill of Material, and Manufacturing Order modules.
This checkbox is only enabled for raw material lines that are manufacturable.
If this field is checked, then this will not auto-create sub-MOs for this line if inventory is short while releasing.
This check has a higher priority than the “Force Sub MO” checkbox on the MO header level.
How does it work?
Make this flag true for a BOM Item.
Turn on the app config “Enable Force Sub MO(s)”.
Go to the Manufacture Order module and add the Bill of Material.
‘Prevent Sub MO’ is added to the MO Item level.
It will be auto-checked if this flag is true for that bill of material line.
Enable the “force Sub MO” Flag.
Create MO with the ‘Prevent Sub MO’ flag true.
It will not create the Sub-MO for the line for which Prevent Sub Mo flag is true.
The Priority of the ‘Prevent Sub MO’ flag is the highest.
This “Force Sub MO” is Implemented in the following areas:
BOM Module and Centre (Line level)
MO Module and Centre (Line level)
Upload BOM
Anywhere the MO is created, it will pick up the “Force Sub MO” flag from the BOM line level (for example – Short Inventory planner, Batch MO, etc)
Please note that this may impact the auto producible function as the picking stage may not be completed due to insufficient inventory of these items.
Provided the ability to restrict the User to change the Password.
Added the “Restrict Password Change” switch in the User module.
How does this work?
Navigate to the User Centre, and open the User.
Turn ON the “Restrict Password Change” toggle button and save the user.
The user will not be able to change the password.
Go to the change password module.
Enter the new password and click on the change password button.
It will show the error message that ‘User ‘UserID’ is not authorized to change the password.’
It will not provide access to the “Change Password” of the user.
Added POSubTypeName Column in the Upload PO Template.
This column picks up the OrderType of the PO.
While searching for any Order# in the Global search, previously the result was showing the memo field.
It has now been replaced with the Customer Name.
It will show Customer Name when searched for SO, Invoice, Sales Receipt, and in other modules related to the Customer.
While creating a Credit Memo for a Customer with multiple Ship to Address, the Ship to Address dropdown will show all the available Addresses of the Customer.
How does it work?
Go to the Credit Memo module.
Select customer with multiple Ship to addresses.
Search the address by name.
It will search the address and that address will be selected.
On the default address, there will be a check.
Added Item Description in the Purchase Order’s Link Order tab for SO.
This column is also added to the PO subform
