July 2022 Release
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The Users can now define and add Custom Fields to the ASNs. For this added a new transaction type ‘ASN’ in the Custom Field Definition module.
How does it work?
Define Custom Field Definition for ASN in the Custom Field Definition module.
Navigate to the ASN Centre.
Right-click on ASN then Add Custom Field.
It will show a pop-up with the custom fields defined for ASN.
Here the Custom Fields can be added.
Save the ASN. This will save the custom fields for that ASN.
Open sub form of ASN. Here, added a tab of custom fields.
The users can add or edit custom fields from the ASN subform by clicking on the pencil icon.
Added custom fields in ASN Centre (Header Level).
1st Addition: In the Sales Order Center under SO Detail, the following new columns have been added.
Ship Service
Carrier
These columns are also added to the Advanced search option.
2nd Addition: In the SO Centre in the Header section, added the following columns in the Allocation % option.
Tags
Carrier
Ship Service
The above-mentioned columns are also added to the advance search option.
3rd Addition: In Allocation % Preview option, now provided the Quick Ship functionality for the SOs in Release Status.
Now with this enhancement, users can create and define the Pricing Rules for the Purchase module in the Pricing Rule module.
A pricing rule can control how prices are retrieved and saved in various modules. Pricing Rules can be set for the various Purchase Order modules such as creating PO, IR, and Bill.
What’s new?
Added a Config setting ‘Advance pricing rule for purchase order‘ under the purchase order tab of the App Config module.
If this setting is on, the item pricing rule (if available) will be used instead of item vendor mapping or Purchase Price Calculation Logic.
The Pricing Rule module is upgraded with the ability to select the required module for which the Rule is to be set.
Added “Rule For” dropdown in the Pricing Rule module.
The user can select the type of order: Sales or Purchase.
Select the Rule for Purchase for setting the Pricing Rule for the Purchase module.
How does it work?
Navigate to the Pricing Rule module.
Select the option value as “Purchase“.
When the Purchase option is selected then the Tag Type, and Address Type dropdowns will be disabled.
By Default, Rule Type will be selected as Pricing Level, as the Restriction type is only applicable in the case of Sales.
Select the Recipient Type and Item Type.
Pricing Rule Criteria:
Price Currency: Select the Price Currency from the dropdown.
Price Adj Type: Select the pricing equation to apply for this rule.
Operator: Select the equation’s operation to apply this rule.
Value: Select the value to use in the pricing equation.
Cost Type: Select the cost type to use in the pricing equation.
Date Range: Enable this feature and select a date range if you want this pricing rule to be seasonal and should only apply for certain days of the year.
Qty Range: Enable this feature and enter a quantity range if you want this pricing rule to only apply to select quantities.
Price Adj Types in case of Price Level Rule Type:
Markup. New Price has to be equal to [Cost Type + [Value % * Cost Type]]
Markdown. [Cost Type – [Value % * Cost Type]] has to be equal to New Price
Margin. [New Price – Cost Type] has to be equal to [Value % * Input Price]
Percentage. New Price has to be equal to [Value % * Cost Type]
Amount. New Price has to be equal to [Value + Cost Type]
Fixed. New Price has to be equal to the Value
It is recommended when setting up Pricing Rules or Levels to do it on a single item first and test it on a Purchase module to ensure it behaves as expected. If it is set up correctly, then it can be applied to the desired item(s).
How to apply Pricing Rules in the PO module?
Go to the Purchase Order module, and add the Vendor and the Items.
While adding the Item, the Price of the Item will be reflected according to the defined Pricing Rules.
If there are multiple Pricing Rules set in the system, the prices will be applied to the items in the following Priority:
Priority 1: The Rule that is applicable to Both Vendor and Item.
Priority 2: The Rule that is applicable to Vendor only.
Priority 3: The Rule that is applicable to Items only.
The Pricing Rule to be applied can also be selected from the Item detail level with a right-click.
The Options dropdown of the Pricing Rule Detail gives the feature to Remember the Pricing and Recalculate the pricing Rule which will apply the default Pricing Rule amount to the Items.
**If this setting is on and the item pricing rule (Purchase) is not available then Item vendor mapping will be used else Purchase Price Calculation Logic.
Read More:
A new column “Ship To Name” is added to the Credit Memo Centre Header level.
This column shows up the Ship to Address Name of the Customer that is selected in the Credit Memo.
How does it work?
Create a Credit Memo.
Select the ship to address and save the Credit Memo.
Added Ship-To Name in the Credit Memo Centre (Header Level).
It will show the Ship-to-Address name as saved in the Credit Memo.
The Column is also added to the Advanced Search options.
Added support of multi-select list and Custom Source in the Custom Field Definition module.
A new Data Type “Multi-Select List” added to the Custom Fields. This will allow users to select multiple options from the custom fields list type.
Also, added a Toggle button “Custom Source“ in case of List and Multi-Select List data types for writing custom Scripts.
When the Custom Source option is selected, the user can add the Key, and the Value pair in the modal having the text area.
Custom script format, example;
[{“1″:”One”},{“2″:”Two”},{“3″:”Three”},{“4″:”Four”}]
Added a multi-select dropdown in the user module “Commission Rules”. This dropdown is only shown if the user role is Sales Rep or Sales Manager.
It will be easier and faster to run the commission reports with this enhancement.
How does it work?
Navigate to the User Centre, and open a User with the role of either Sales Rep or Sales Management.
Added Commission Rules dropdown.
It will only be shown if the role type is Sales Rep or Sales Management.
Select a Rule from the dropdown.
Now open the “Run Commission” module.
When running a commission report, if the commission rule criteria is set to “Auto”, then only the selected commission rules will be applied to the reps.
If nothing is defined then all the commission rules will run.
This enhancement will allow the User to define the item’s forced sales tax by state/province in the Item module.
Created a New module ‘Tax State Mapping Profile’ and its Centre ‘Tax State Mapping Profile Centre‘.
To enable this module, turn ON the App Config setting under the sales tab ‘Enable Item sales tax by state mapping‘ in the App Config module.
How does it work?
Define Tax State Mapping in the Tax State Mapping Profile module.
Create a new item, or edit an existing Item.
Go to the tax settings tab.
Turn On Collect Taxes On Sales, and turn on Force Sales Tax Code.
There is a dropdown of Tax Sate Mapping. It has two values:
1. Manual(existing): It will show the Tax, State, and country dropdowns. Users can manually create tax State mapping.
2. Tax Profile(new): It will show a dropdown that has the Tax State Mapping Profile saved in the system. On selection, it will populate the values of that selected tax state mapping in the table below. Users cannot delete data from that mapping if ‘Tax Profile’ is selected.
Now, go to the Sales Order module.
Add Item, if the address of that Sales Order state matches with the Tax State Mapping Profile defined on that item then it will apply the tax defined for that state.
The enhancement has been implemented in the following modules:
Estimate,
Invoice,
Sales Receipt,
Sales Order,
Upload Sales Order.
Item Centre: The ‘Tax State Mapping Profile’ option added for batch updating Items in the Item Centre.
Upload: Added ‘TaxStateMappingProfile’ column in the Product/Item upload templates for bulk updating items with Profile.
Added SO Ref Number in the Ref# field for the MO Wave in the Wave Centre.
How does it work?
Create a Sales Order for a manufacturable item having a BOM.
Save and release the SO.
Click on options, and Create Manufacture Order.
Pop will appear to confirm MO, click on OK to confirm, and the linked MO will be created.
When MO is produced or a wave is created, go to the Wave Centre.
The linked SO number will be shown under the Ref No column with quantity in type Manufacturing (same as the Linked SO# column in the MO Centre).
The Ref# consists of the SO# followed by qty in brackets.
