April 2024 Release
Last updated
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In this latest enhancement, users can now seamlessly track quantities linked via the Order Linker feature. Previously, the absence of a linked quantity column in the Order Linker module led to default quantities remaining at 0 until linked Purchase Orders (POs) were received.
Details: With this enhancement, a significant improvement is introduced. Linked quantities are now displayed on both the SO and PO line/detail levels, offering users clear insights into linked quantities at various stages of the order process.
How it works?
1. Enter PO# to Link:
Begin by entering the Purchase Order (PO) number that you wish to link within the Order Linker module.
2. Enter SO# to Link:
Similarly, input the Sales Order (SO) number that you intend to link to the PO.
3. Select Correct Lines in PO and SO:
Next, carefully select the appropriate lines within both the PO and SO that you wish to link together.
4. Enter Quantity to Link in PO:
If necessary, manually input the quantity you want to link in the PO. This step ensures accurate linking of quantities between the PO and SO.
5. Add Linking:
Finally, initiate the linking process by selecting the "Add Linking" option. This action establishes the connection between the selected PO and SO lines, facilitating seamless order management.
In the latest update to XoroERP, we are pleased to introduce a significant enhancement within the Order Linker module. This enhancement expands the search functionality, providing users with increased flexibility and efficiency in locating and linking Purchase Orders and Sales Orders.
Details: Prior to this enhancement, users were constrained to searching for orders exclusively by their Order # within the Order Linker module. However, with the implementation of this latest feature, users now can perform searches using Item Numbers as well.
How It Works?
Upon accessing the search dropdown within the Order Linker module, users will now find an additional option available alongside the traditional Order # search field. This new option enables users to select Item Number as a search parameter.
Overview: In this latest enhancement to the Order Linker module, we have implemented a restriction on Void Purchase Order (PO) operations when existing links are present. This enhancement aims to streamline the PO voiding process by ensuring that linked POs are managed appropriately.
Details: Previously, users were able to void a PO regardless of its linking status. However, with this enhancement, a restriction has been put in place. Now, in order to void a linked PO, users must first void the existing linking associated with the same PO. Only after voiding the linking can the linked PO be voided.
How it works? Upon attempting to void a linked PO, users will be prompted with a notification informing them of the existing links associated with the PO. They will then be required to navigate to the Order Linker module to void the linking before proceeding with the void operation for the linked PO.
Overview: In this latest enhancement to the Order Linker module, we have implemented a restriction on updating quantities in Purchase Orders (POs) when the updated quantity is lesser than the quantity linked to a Sales Order (SO). This enhancement ensures alignment between PO and SO quantities, enhancing order accuracy and process integrity.
Details: Previously, users could update quantities in POs without regard to the linked SO quantities, potentially leading to discrepancies and fulfillment issues. With this enhancement, the system now validates the quantity update in PO against the linked SO quantity. If the updated quantity in the PO is lesser than the quantity linked to the SO, an error will be displayed, preventing the update until the discrepancy is resolved.
How it works?
When attempting to update the quantity in a PO to a value lesser than the linked SO quantity, users will encounter a system-generated error message. This message prompts users to review and adjust the quantity by the linked SO quantity before proceeding with the update.
Overview: In this latest update to XoroERP, there is a new application configuration that allows for the automatic update of Sales Order (SO) shipment dates when modifying Purchase Order (PO) delivery dates. This feature enhances order management efficiency and ensures synchronization between PO and SO timelines.
Details: With the addition of this feature, any changes made to the delivery date of a PO will trigger an automatic update to the shipment dates of linked SOs. This ensures that the SO shipment dates remain aligned with the revised PO delivery schedule, minimizing disruptions in order fulfillment.
How it works?
Accessing the App Configuration Module: Begin by navigating to the General tab within the App Config module.
Activating the Setting: Once in the General tab, locate the setting titled "Allow auto-update of SO ship date while updating PO delivery date." Toggle the setting to activate it, enabling the functionality for automatic updates of SO shipment dates when modifying PO delivery dates.
Automatic Update Process: With the aforementioned setting activated, any changes made to the delivery date of a PO will trigger an automatic update to the shipment dates of all linked SOs.
The system seamlessly synchronizes the SO shipment dates with the revised PO delivery schedule, ensuring alignment between PO and SO timelines.
Customer Notification: In addition to updating shipment dates, the system also promptly notifies customers associated with the affected SOs via email. Customers are informed about the updated changes, maintaining transparency and keeping them informed about any adjustments to their orders.
Overview: In this latest update to XoroERP, several modules have been enhanced with the addition of new columns, providing users with improved visibility and functionality across various aspects of order and inventory management.
Details:
Order Linker Module:
New Column: Linked Qty
Location: Order Linking Detail Line
Functionality: This new column displays the linked quantity alongside the existing quantity information, facilitating easy reference and management of linked orders.
Sales Order Centre/ SO Module
New Columns: Customer, Customer PO, Linked PO Qty
Location: Sales Order Centre > Context View Options > Sales Order Module(pop up) > Linked Orders Tab > Purchase Order Tab:
Functionality: These columns provide essential information related to linked purchase orders within the SO Entry module, enhancing visibility and streamlining order tracking processes.
SO Module
New Column: Linked PO Qty
Location: SO Detail Line:
Functionality: This column displays the linked purchase order quantity on the SO detail line, enabling users to quickly assess the associated purchase order quantities for each sales order.
Purchase Order (PO) Module
New Columns: Customer, Linked SO Qty
Location: Purchase Order (PO) Module > Linked Orders Tab > Sales Order Tab:
Functionality: These columns offer insights into linked sales orders within the PO Entry module, allowing users to view customer information and associated sales order quantities.
PO Module :
New Column: Linked SO Qty
Location: PO Detail Line
Functionality: This column displays the linked sales order quantity on the PO detail line, providing users with visibility into associated sales order quantities for each purchase order.
Item Inventory Snapshot Module :
New Column: SO PO Linked Qty
Location: Header Icons - Columns
Functionality: This column presents the linked quantity between sales orders and purchase orders at the header level of the Item Inventory Snapshot module, offering a comprehensive overview of inventory linkages.
Item Inventory Snapshot Module -
New Column: Linked PO Qty
Location: On SO and On SO (Draft)
Functionality: These columns showcase the quantity linked to purchase orders within the inventory snapshot entries related to sales orders, aiding in inventory management and planning.
Item Inventory Snapshot Module:
New Column: Linked SO Qty
Location: On PO and On PO (Draft)
Functionality: These columns display the quantity linked to sales orders within the inventory snapshot entries related to purchase orders, providing users with insights into order linkages.
Short Inventory Planner Module:
New Column: Linked Qty
Location: Header Icons - Columns
Functionality: This column highlights the linked quantities within the inventory short planner, assisting users in identifying and addressing inventory shortages related to linked orders.
Overview: In this latest enhancement to XoroERP, we have implemented a restriction on the linking of duplicate Sales Orders (SOs) and Purchase Orders (POs). Previously, users could link duplicate SOs and POs, but with this enhancement, such duplicate linking is no longer permitted.
Details:
Previous Behavior:
Users were previously able to link duplicate SOs and POs within the system, potentially leading to data inconsistencies and errors in order management.
Enhanced Behavior:
With this enhancement, the system now prohibits the linking of duplicate SOs and POs, ensuring data integrity and accuracy in order management processes.
Attempts to link duplicate SOs and POs will be met with a system-generated error message, prompting users to review and rectify the duplicate linking attempt.
How it works?
The restriction on duplicate SO-PO linking is automatically enforced within the system, requiring no additional configuration from users.
Users will be notified of any attempted duplicate linking actions through clear error messages, guiding them toward compliant order management practices.
