June 2022 Release
Last updated
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When the Payee is a Vendor in the Outgoing Payment module, then the Expense Account will be filled with the Vendor’s Default Expense Account.
How does it work?
Navigate to the Outgoing Payment module.
Select a Vendor from the Payee dropdown.
The Expense Account will automatically pick up the Vendors Default Expense Account added in the Vendor info.
Tracking Number and Third-Party Account Number can now be seen in the SO Subview form.
How does it work?
Create a Sales Order.
Add Third-Party Account number.
Create Wave, Pick Wave, Ship, and Add a Tracking Number.
From the Sales Order Center, double click on the created Sales Order.
In the subview under the Shipping tab, both the Third-party Account numbers and Tracking Numbers are added.
In the Short Inventory Planner module if the Qty of an Item reaches below the Re-Order point qty and if the related config settings are ON, then it will send an email notification.
Read more about this feature in the following Help Article:
A new column “On PO” has been added to the list in the Email.
On PO are the units of Items that are on released Purchased Orders.
In the Reconcile Rule module, a Project Class dropdown has been added.
The project class will be saved in the added lines.
The Project Class can also be viewed in the Subform opened by the double click in the Bank Reconcile Rule Centre.
For example, if the bank rec rule is defined to create JE then all the lines of JE will have this project class, once this rule is applied using the Bank Rec Rule. The same is true for the other modules.
Added new column “Order Type Name” in the Wave Center.
This column will pick the data added in the “Order Type” field in the SO under the “Other” tab.
In the B2B Customer Portal, the user can directly access the Order PDF from the Invoices Page.
Similarly, the Invoice PDF can be opened from the Order Info Page.
Added new column “SO#” in the Invoices.
Added new column “Invoice#” on the Order Info page.
Both SO# and Invoice# columns are clickable.
Order Info Page: Opens Invoice PDF.
Invoice Page: Opens SO PDF.
In the ASN Centre, the following Quick search filter options are added:
ASN Number
PO Number
Packing Slip Number
Ref Number
Invoice Number.
Invoice Ref number
Added Order Ref Number placeholder in the Ship Confirmation Email Template.
This is the Ref Number of the linked Sales Order.
In the Chart of Accounts module, the balance of the Account can be viewed according to the selected date.
The “Balance” option is replaced with the “Balance As of” Date in the Account Summary section.
How does it work?
Navigate to the Chart of Account module.
Select an Account.
In the Account Summary section, the Balance of the account can be viewed as per the selected Date Balance As of (date).
Click on the date and here the “As of Date” can be selected by which the balance of the Account can be viewed till the selected date.
When the date is selected, the balance will be refreshed accordingly.
While updating the Item Number of Items that are used in transactions, the system will show a confirmation message saying that the “Item already exists in transactions“.
If confirmed, this will update the Item number in all the transactions such as:
Estimate Center
SO Center
Wave Center
Invoice
PO Center
ASN Center
IR
Bill
TSO & TPO
ICM | CM
Vendor Credit
Manufacturing Order
Sales Receipt
Refund Receipt
RMA Center
Item Center
Inventory snapshot, changelog, by location
Reports
If the Wave of an SO is in the locked status, a lock icon will be shown in front of the Wave Number in the SO history tab.
Now the users can change the units to be received when a POs is received via the “Quick Receive” option.
The Quick Receive Qty column is made editable in the Quick Receive Orders pop-up.
How does it work?
Navigate to the Purchase Order module, create a new PO, or edit an existing PO in the Released status.
Go to the Options menu, and select the option to quick receive.
In the Quick Receive Orders screen, the Quick Receive Qty column is made editable.
If an ASN already exists for a PO line, then the following tooltip message will appear on the quick receive screen.
If no ASN is created for other lines, the user can “Quick Receive” them.
Sales Order detail level will display the Project Class for the Items in the following Priority:
Item > Presentation > Customer
Case 1: If both the Item and the Presentation have Project/Class defined for them, then the SO detail level will pick up the Project/Class of their respective Items.
Case 2: If the Item doesn’t have any Project/ Class, but the Presentation has got its own project/class then the Sales Order, detail level will show the project/class of the Presentation.
Case 3: If the Item and Presentation both don’t have a project class but the Customer has its own Project/Class then in the Sales Order, the detail level of the project/class will have the Project/Class of the Customer.
With this enhancement, the Items can be sorted based on their variant’s values.
This update is available while adding Items in different modules.
Also, added ‘Variant Sequence (Low to High)’ in the sort options in the Sales Order module.
This will sort the Items added through the advanced variant finder.
This feature is app config based: Turn on the config “Display item variants in sorted order” under the general tab in the App Config module.
If this setting is turned on, all the item dropdowns will display the items in the sorted order of variant options like size, color, etc.
The enhancement is implemented in the following modules: Sales Order, Purchase Order, Inventory by Location, and Create Inventory Adjustment.
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.
This can make the item search slightly slower in dropdowns
The Item identifier code column specifies how the Item number field value of the file will be used to match the Item in the system.
The Item Vendor Mappings created in the system can also be used as Item Identifiers while uploading data.
The Item Identifier Code-8 will represent Item Vendor Mapping during Uploads.
Use the Item Vendor Mapping module to create Item Vendor Mappings.
Added Item Vendor Mapping option in the Item Identifiers for Upload modules
This has been implemented in the following upload modules:
Upload Purchase Order
Upload ASN Create
Upload ASN Receipt
Upload Dropship Receipt
In the Wave Detail export file, the following new columns are added:
Product Options (1,2,3)
Base Part Number,
Product Title, and
Product Handle.
The Vendor Part Number added in the mapping will be used as an identifier for the Item.
