December 2024 Release
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We have introduced a new sorting feature in the Reconcile Bank Account module to enhance your experience in reconciling bank accounts. This enhancement aims to make it easier to navigate and analyze bank reconciliation records, saving time and reducing the likelihood of errors during the reconciliation process.
Feature Update:
Introduction of Sort By Dropdown:
A new Sort By Dropdown has been added to the Reconcile Bank Account module, allowing users to sort records in ascending or descending order.
Flexible Sorting Options:
Users can now sort the reconciliation data based on the following fields:
Date: Sort transactions by date to quickly identify recent or past activities.
Amount: Organize transactions by amount to easily identify large or small transactions.
Reference Number (Ref No): Sort transactions by reference number to quickly locate specific transactions.
Check Number (Check No): Organize transactions by check number to easily identify and verify transactions.
This enhancement provides a streamlined and customizable view, enabling users to quickly organize data for efficient reconciliation.
We have introduced a new module, "Product Customization Profile" in XoroERP. This new feature empowers users to create and manage detailed customization profiles, allowing for a more tailored product experience. By offering various input types such as Logo Upload, Single Select Options, Multi-Select Options, and Notes, users can easily configure and customize their products to meet specific needs.
This is a Paid Feature. Please log in a Ticket if this comes under the requirement of your Company.
1. Customization Profiles: Users can create profiles that define specific customization options for products. You can easily manage these profiles, including associating costs that will directly influence product pricing during checkout.
2. Profile Application: Customization profiles can be applied to individual products (base parts) through the Product module or in batches via product/item uploads. After assigning the profile to the products, the customization can then be defined for the item(s) associated with the products during the sales process.
Sales Order: A new column, "Customization Info" has been added to the Sales Order module and SO subform, allowing users to view and edit customization options directly.
B2B: During the checkout process in the B2B portal, these profiles will be selectable at the SKU/Item level, providing flexibility and ease of use.
3. Checkout and Cost Calculation:
Sales Order: The total cost linked with each customization profile will seamlessly transfer to the VAS cost column in the sales order line item. Any modifications made to customization options within the Sales Order module will trigger an automatic recalculation of the total cost, ensuring all values are up-to-date.
B2B: When customization profiles are selected, the total cost of add-ons will be transparently displayed at both the product level and in the cart summary. If multiple profiles are chosen for a single order, each will appear as a separate line in the checkout summary, ensuring clarity in cost breakdown.
We have introduced the option to apply changes to selected items at the header level for specific fields, streamlining the management of orders across the platform. This update allows for greater efficiency in managing and updating orders by enabling users to apply changes to multiple selected items simultaneously.
The ability to apply changes to selected items has been added for specific header-level fields in the following order types:
Sales Orders (SO)
To Be Shipped: Now allows bulk updates to the "To Be Shipped" status for selected items.
Project/Class: Now allows bulk assignment of Projects/Classes to selected items.
Purchase Orders (PO)
Expected Delivery Date: Now allows bulk updates to the "Expected Delivery Date" for selected items.
Expected Ship Date: Now allows bulk updates to the "Expected Ship Date" for selected items.
Transfer Sales Orders (TSO)
Date To Be Shipped: Now allows bulk updates to the "Date To Be Shipped" for selected items.
Project/Class: Now allows bulk assignment of Projects/Classes to selected items.
Transfer Purchase Orders (TPO)
Expected Ship Date: Now allows bulk updates to the "Expected Ship Date" for selected items.
Expected Delivery Date: Now allows bulk updates to the "Expected Delivery Date" for selected items.
Project/Class: Now allows bulk assignment of Projects/Classes to selected items.
To apply the bulk update functionality, follow these steps:
Open the specific module and select the item(s) you want to update.
At the header level, update the specific field you want to apply the changes to.
Click on the "Gear" icon and select "Apply to selected items".
The details will be updated for the selected items at the line-level.
With this release, we have introduced a significant enhancement in the processing of transfer orders. We have added the feature to automatically generate an ASN for the TPO (Transfer Purchase Order) once the items on the TSO (Transfer Sales Order) are shipped.
This functionality streamlines the shipping process by automatically generating an Advanced Shipping Notice (ASN) for the quantity shipped on the wave as soon as the wave is shipped for the TSO (Transfer Shipping Order). This enhancement aims to improve efficiency and accuracy in managing shipments.
New App Config Setting: A new app config, "Auto generate ASN in case of TSO" has been added to enable automatic ASN generation for TSO shipments. When this config is enabled, the system will automatically generate an ASN for the shipped quantity on a wave as soon as the wave is shipped for a TSO.
Existing Open ASNs: If a TPO line already has an open ASN, no new ASN will be created, even if the quantity is updated. This prevents duplicate ASNs.
Single ASN per TPO Line: Only one ASN can be generated per TPO line from a corresponding TSO line at any given time.
New ASN for Updated TSO Lines: If the quantity on a TSO line is updated and the line is shipped again, a new ASN will only be generated for the corresponding TPO line if the previous ASN for that line has been closed.
A new Description column has been introduced in the Bill Of Material subform accessed from the BOM Centre. This column has been added in the Costing section of the BOM subform. This column displays the description of each item line, providing better visibility and context for BOM components.
The addition of item descriptions enhances the clarity of BOM details, making it easier for users to interpret the information and make informed decisions.
We have added custom field support for item vendor mapping. This update allows users to define and manage custom fields for item vendor mapping, providing greater flexibility and control over their data.
With this update, users can now define and manage custom fields for item vendor mapping, enhancing their ability to capture and track relevant data.
Defining Custom Fields
To define custom fields for item vendor mapping, follow these steps:
Navigate to the Custom Field Definition module.
Select "Item Vendor Mapping" from the "Transaction Type" dropdown.
Define the custom field(s) you want to create for item vendor mapping.
Click "Save" to apply the changes.
Entering Custom Field Values
To enter values for the custom fields, follow these steps:
Navigate to the "Custom Field Tab" in the Item Vendor Mapping module.
Here, you will find all the custom fields defined for item vendor mapping.
Enter the values for the custom fields.
Click "Save" to apply the changes.
We have added custom field support for the header level in the Invoice Credit Memo module. This enhancement enables users to define and manage custom fields for Invoice Credit Memos, improving flexibility and customization.
1. Custom Fields Tab for Invoice Credit Memo (Header Level):
A new Custom Fields Tab has been introduced in the Invoice Credit Memo module at the header level.
Users can now define custom fields for the invoice credit memo tailored to their unique requirements.
Custom Field Definition
The definition of custom fields for Invoice Credit Memos is the same as for Credit Memo, ensuring consistency across the platform. So, users don't have to define the custom fields for invoice credit memo. The custom fields defined for credit memo will apply to invoice credit memo.
Custom Field Mapping
The following mappings have been added for custom fields in Invoice Credit Memos:
Invoice to Invoice Credit Memo: Custom fields defined for Invoices can be mapped to Invoice Credit Memos, allowing for seamless data transfer.
Customer to Invoice Credit Memo: Custom fields defined for Customers can be mapped to Invoice Credit Memos, enabling personalized and relevant data capture.
Priority for Custom Field Mapping
If there are mappings from both Invoice and Customer, the Custom Field Mapping from Invoice takes precedence.
We have added "Invoice Detail" view in the B2B portal. This enhancement provides users with a detailed overview of their invoice records, making it easier to track products they have previously purchased and to determine when these products were last purchased. This functionality is designed to improve order management, facilitate quick decision-making, and enhance the overall user experience.
To access the Invoice Detail View, follow these steps:
Log in to the B2B portal.
Navigate to Menu > Invoice.
In the Invoice module, select "Customer Portal Invoice Detail" from the "Type" dropdown.
We have introduced significant enhancements to the search functionality within the B2B Portal. These updates are designed to simplify the search process for users, making it easier to find products while ensuring accuracy and relevance in search results.
1. Enhanced Search Functionality
The product search feature has been improved to provide greater flexibility when entering search keywords. Users can now:
Search for products even if keywords are entered with missing special characters.
Search effectively with extra spaces included in the query.
Retrieve results regardless of the order of keywords entered.
This enhancement means that users no longer need to type exact keywords to successfully search for products, significantly improving the user experience and efficiency.
2. Filter Application with Search
The search results are now further refined by the application of filters. The results returned will be restricted to those that match both the entered keywords and the applied filters, ensuring users receive the most relevant products based on their criteria.
We are pleased to introduce a new enhancement in the Upload ASN Receipt Template to improve flexibility and control over ASN management.
This enhancement provides greater control by enabling partial closure of ASNs, offering flexibility to manage specific line items efficiently.
New Column: AllowPartialCloseAsn
A new column, AllowPartialCloseAsn, has been added to the Upload ASN Receipt Template.
This column is visible only when the app configuration "Close Selected ASN line(s)" is enabled.
Partial Close ASN Functionality
Set the value to "Y" for specific lines to allow partial closure of the ASN for those lines.
When the user select the "Receive and Close ASN" option, the ASN will be partially closed for the lines with "Y" in the "AllowPartialCloseAsn" column.
The status of the ASN will be updated to "Partially Closed".
We have added "Season" column to various functionalities in the Data Export Centre. This enhancement is aimed at improving the user's ability to filter and analyze data related to invoices and sales orders.
Invoice Detail - Data Export Centre
The "Season" column has been added to the Invoice Detail section in the Data Export Centre. This allows users to export invoice details while also capturing the relevant season information.
The "Season" column is now included in the Advanced Search functionality, providing users with the ability to filter invoice details based on specific seasons.
The "Season" column is also added to the export file invoice detail enabling seasonal data to be included in exported reports.
Sales Order Detail - Data Export Centre
The "Season" column, which was already present in the Advanced Search for Sales Orders, has now been integrated into the export file for Sales Order Details. This will enable users to export vital seasonal data alongside other sales order information.
This release enhances the behavior of deleting Bills of Materials (BOMs) for items where the "Is Manufacturable" flag for the BOM item is set to false. Previously, deleting a BOM regardless of the manufacturing order (MO) status was possible. This update introduces improved error handling and prevents accidental data loss.
Feature Details
When "Is Manufacturable" Flag is Set to False:
The BOM for the item can be deleted only if:
There are no Manufacturing Orders (MOs) for the item.
Any existing MOs for the item have been produced or disassembled.
If any MOs associated with the item are in a status other than "Produced" or "Disassembled", a specific error message will be displayed, preventing the deletion and preserving data integrity. This prevents accidental deletion of BOMs linked to active manufacturing processes.
When "Is Manufacturable" Flag is Set to True:
No changes have been made to the existing functionality. BOM deletion will continue to work as before, without additional validation.
Items with Existing MOs:
Regardless of the MO status, an error message will be displayed if an attempt is made to delete the BOM of an item with active or historical MOs.
We are excited to announce the following updates to improve the handling and visibility of the Promise Date in the Sales Order Centre:
1. Promise Date in Batch Updates (Sales Order Centre):
The Promise Date field is now included in the Batch Updates functionality, allowing users to update it directly for multiple sales orders.
Important Note: For sales orders with the Order Type set to "Transfer", the Promise Date will not be updated.
2. Promise Date in Upload Sales Order:
The Promise Date field has been added to the Upload Sales Order template. Users can batch upload the promise date from here.
Please note that when a CSV file contains multiple records with the same reference number, the Promise Date from the first record will be applied to the Sales Order Header.
3. Promise Date in Export Files:
The Promise Date field is now included in the export files for both:
Sales Order Detail
Sales Order
These enhancements improve data management, ensure consistency across batch updates and uploads, and provide greater visibility of the Promise Date in export reports.
We have implemented an enhancement to the Bank Reconciliation module that streamlines the process of creating and applying bank reconciliation rules. This update introduces an automatic rule creation feature, improving efficiency and accuracy in managing reconciled transactions.
Auto Create Bank Reconcile Rule New App Config: A new config, Auto Create Bank Reconcile Rule, has been added. When this setting is enabled, the system will automatically create bank reconciliation rules whenever a journal entry is created using the reconcile module.
Conditions for Auto Rule Creation:
Rules will be auto-created for Reconciled Transactions that meet the following criteria:
Only one transaction is present.
A Match is found for the transaction.
Auto Application of Created Rules
The auto-created rule will be applied automatically for subsequent transactions that match the specified conditions, reducing manual effort in repetitive reconciliation tasks.
Creating the Rule
To create the rule follow these steps:
Go to the Reconcile Bank Account module and navigate to Options > Journal Entry of any transaction with a match.
Clicking on the option will display a "Create Bank Reconcile Rule?" pop-up window, prompting users to select the Bank Reconcile Rule search criteria fields to create the rule.
The selected field values will automatically align with those in the Reconciled Transactions, allowing for precise rule customization. If the selected search criteria(s) have no value, they will be excluded from the Bank Reconcile Rule.
Click "OK" to create the rule.
With this release, we have added an alert that notifies users when attempting to print a wave that has been printed before. This enhancement improves user awareness by notifying them when attempting to reprint previously printed waves, without restricting the action.
A new app configuration setting, Alert Prompt for Already Printed Wave(s), has been added to the system.
When this setting is enabled, a pop-up alert will be displayed if a user attempts to print a wave that has been printed previously. The alert will inform the user that the wave has been printed before, but it will not restrict the user from printing the wave again.
We are pleased to announce the introduction of Multi-Item Reconciliation functionality in the Create Item Receipt and Create Bill modules. This enhancement enables users to add multiple reconciliations to an item receipt or bill, streamlining the reconciliation process and improving overall efficiency.
Multi-Item Reconciliation:
Users can now add multiple reconciliations to an item receipt or bill, allowing for more flexible and accurate tracking of item movements.
To access this feature, complete the initial reconciliation process, then click on the down arrow next to the "Undo Reconciliation" button and select the "Add Reconciliation" option.
This will initiate a new reconciliation process, enabling users to add another item reconciliation.
Reconciliation Details:
An option has been added to the Item Line to view Reconciliation Details in both Item Receipt and Bill modules.
This feature provides easy access to reconciliation information, allowing users to quickly review and verify item reconciliation data.
Undo Item Line Reconciliation:
An option to undo item line reconciliation has been introduced in both Item Receipt and Bill modules.
This feature enables users to easily revert a reconciliation if needed, providing more control and flexibility in managing item reconciliations.
We have added a new upload module in the system, Batch Uploads Funds Transfer module. This new functionality streamlines the process of transferring funds between accounts by allowing users to easily upload transfer details using a standardized template.
Download the template
Start by downloading our Funds Transfer template (CSV) file. This file has correct column headings that are required to perform the import operation.
Fill in the template
Open the template and input the required details into the template.
Upload Transfer Funds Fields
**TxnDate
Enter the date of the transaction.
**TransferFromAccntName
Enter the name of the account from where funds are being transferred.
**TransferToAccntName
Enter the name of the account to which the funds are being transferred.
**TransferAmount
Enter the amount to be transferred.
ExchangeRate
Enter the exchange rate, if dealing with foreign currency. If currency of "transfer to" and "transfer from" is same as the home currency, system will consider the exchange rate as 1, regardless of any value provided in the CSV. If exchange rate is not provided in the CSV, it will be automatically fetched from the backend.
Memo
This field allows you enter any additional notes for the transaction.
ImportError
If there any errors from an upload, they will be listed in this column.
After filling in the details, save the file.
Upload the template
After saving the updated file, return to the Bank Uploads Funds Transfer module, "Browse" and select the updated file.
Click the "Upload" button to initiate the upload process for the funds transfer.
The Item Inventory Snapshot module has been updated to make it easier to see where your inventory is. The quantity header fields (except for ATS quantities) in the Quantity Details subform are now clickable, allowing users to quickly access relevant transaction details.
How It Works
In the Item Inventory Snapshot module, click on any quantity value to open the Qty Details Subform.
Within the subform, users can now click on quantity fields in the header section (e.g., "In Picking," "Allocated," "On Hand") to access specific transaction details.
Upon clicking a header field, the system will display a corresponding subform with detailed information.
For example, if you click on the "In Picking" header, the system will present the In Picking Details subform. This subform shows details about the sales orders linked to items that are currently being picked, ensuring you have all necessary transaction details at your fingertips.
