January 2023 Release
Last updated
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We have added the ability to update the Sales Order via upload. To facilitate this functionality, we have introduced two new columns, “VoidandCreate” and “KeepOriginalOrderNumber” in the upload template.
If both of these fields are set to true, the existing Sales Order will be voided and a new Sales Order will be created with the same Order number. Additionally, you can set the “KeepOriginalOrderNumber” field to false to update the Sales Order number as well.
Please Note: To update, the Order must be in “Open” or “Released” status and must be Unallocated.
How does it work?
Navigate to the Data Export Centre and search by “Sales Order Detail”.
Now, select the lines of the Sales Order you want to update and click on Options > Export To Local – Selected.
Open the download file, make the desired updates and save the file. Make sure to set the “IsVoidAndCreate” field to “Y”. This will void the existing Order and create a new order with the updated information.
If you want to keep the original Order number, input the value “Y” in the column “KeepOriginalOrderNumber”. Alternatively, input “N” to change the Order number.
Now, go to the Upload Sales Order module and upload the file.
The existing Sales Order will be voided and a new Sales Order will be created in the system with the same number and updated details. The new Order will be created with “Open” status.
Here’s a look at the old and updated example Sales Order:
Old:
Updated:
We have added the ability to update the Purchase Order via upload. To facilitate this functionality, we have introduced two new columns, “VoidandCreate” and “KeepOriginalOrderNumber” in the upload template.
If both of these fields are set to true, the existing Sales Order will be voided and a new Sales Order will be created with the same Order number. Additionally, you can set the “KeepOriginalOrderNumber” field to false to update the Purchase Order number as well.
Please Note: To update, the Order must be in “Open” or “Released” status.
How does it work?
Navigate to the Data Export Centre and search by “Purchase Order Detail”.
Now, select the lines of the Purchase Order you want to update and click on Options > Export To Local – Selected.
Open the download file, make the desired updates and save the file. Make sure to set the “IsVoidAndCreate” field to “Y”. This will void the existing Order and create a new order with the updated information.
If you want to keep the original Order number, input the value “Y” in the column “KeepOriginalOrderNumber”. Alternatively, input “N” to change the Order number.
Now, go to the Upload Purchase Order module and upload the file.
The existing Purchase Order will be voided and a new Purchase Order will be created in the system with the same number and updated details. The new Order will be created with “Open” status.
Here’s a look at the old and updated example Purchase Order:
Old:
Updated:
We have added a new feature to restrict the allocation and shipping of orders if the Order is older than the “To Be Cancelled” date. A new app config, “Restrict Wave/Pack and Ship Operation for Orders that have passed their cancellation dates” has been added for the same.
If this setting is On, the user won’t be able to wave the Order after the cancellation date has passed.
If the order has already been waved before turning on this App Config, the user won’t be able to Ship the Order.
We have added the ability to directly search the Customer from Customer Centre in the entire Sales flow. Now, the user can use this advanced Customer search option in addition to the current functionality of searching and adding the Customer through the dropdown option.
How does it work?
Navigate to any module in the Sales Flow where you can search Customer to add, for example, a Sales Order.
A “Search” icon has been added beside the “Select Customer” field to perform advance Customer search.
Click on this option. The Customer Centre window will open that will display the list of Customers.
From here, you can Search and add the Customer. You can also use the Advance Search option to filter the results.
After selecting the Customer, click on ‘Apply’ at the top-right corner and the Customer will be added to the Sales Order.
Please note: If no Customer is selected, the system will throw an error as shown below.
A new column “Raw Material Location” has been added at the line level in the Manufacture Order. If location is selected, then the Raw Material Item will be picked from the specified location.
If the selected Location does not have inventory available, the system will throw the “Not sufficient qty available to allocate” when trying to Pick the Items.
We have introduced a new enhancement in the outgoing payment process that simplifies tax code management and ensures accuracy in financial transactions. When selecting a payee for an outgoing payment, the system will now automatically fill in the tax code with the default tax code associated with the payee.
Upon selecting the entity, the respective default tax code will be populated in the tax code field. By using the default tax code associated with the payee, the chances of errors in tax code entries are minimized, ensuring compliance and accuracy in financial reporting.
to add or update service line items in a Batch Manufacturing Order (MO) even when the MO is in "Released" status. Previously, service line item modifications were only permitted when the MO was in "Open" status.
This enhancement provides greater flexibility and control for users managing Batch MOs. Now, users can:
Add new process and service line items: Add additional services and/or processes to a Batch MO after it has been released.
Update existing process and service line items: Modify details of existing processes and service line items, even after the MO has entered the "Released" status.
We have added the ability to select a default carrier for both the ship service and ship package type modules. This includes a new "Set As Default" column, providing greater control and efficiency in the shipping process.
Users can now designate a default carrier in the "Ship Service" and "Ship Package Type" modules by selecting the "Set As Default" checkbox. This chosen carrier will become the default option for the respective ship service or ship package type.
If a customer has been assigned a default carrier, this carrier will take precedence and be used in order processing. If a customer has not been assigned a default carrier, the system will use the default carrier associated with the selected ship service and ship package type.
