May 2024 Release 2.0
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Overview: We are excited to announce the addition of custom field support at the header level of the Bill of Material (BOM) module. This enhancement is designed to provide greater flexibility and customization options, enabling users to tailor the BOM module to better fit their specific business needs.
Details of the Enhancement:
Integration with Custom Field Definition:
The "Bill of Material" has been added as a new option in the Transaction Type dropdown within the Custom Field Definition module.
This allows users to create and define custom fields specific to the Bill of Material, enhancing the ability to capture and manage additional information that is pertinent to their business processes.
Visibility of Custom Fields in BOM Creation:
Once a custom field definition is created for the Bill of Material, a new Custom Field Tab will be displayed when creating a new Bill of Material.
This tab allows users to input and manage custom field data directly within the BOM creation process, ensuring that all relevant information is captured from the outset.
Enhancements in BOM Centre and Data Export:
Custom fields are now fully supported within the BOM Centre, enabling users to view, edit, and manage custom field data alongside standard BOM information.
The upload templates for Bill of Material and Bill of Material Lines in the Data Export Centre have been updated to include custom fields. This ensures that custom field data can be imported and exported seamlessly, facilitating easier data management and integration with other systems.
Custom Field Mapping between BOM and Manufacturing Orders:
A mapping feature has been implemented to link custom fields between the Bill of Material and Manufacturing Orders.
When an item is selected in the Create Manufacturing Order module, the custom field values from the associated Bill of Material will automatically populate in the corresponding custom fields of the Manufacturing Order. This reduces manual data entry and ensures consistency across related documents.
Overview: We are excited to introduce a robust enhancement in Xoro ERP, enabling custom field support at the line level in both the Create Bill of Material (BOM) and Create Manufacturing Order modules. This enhancement is designed to provide users with unparalleled flexibility and precision in managing detailed data for individual line items, thereby optimizing the manufacturing and inventory processes.
Detailed Functionality:
Expanded Transaction Type Dropdown:
The Transaction Type dropdown in the Custom Field definition has been expanded to include "Bill of Material Item Line" and "Manufacturing Order Item Lines". This expansion allows users to define custom fields specific to line items within BOMs and Manufacturing Orders.
Custom Fields in BOM Centre:
Custom fields can now be added to the Bill of Material Item Line within the BOM Centre. This allows users to input detailed and specific information for each line item, enhancing data accuracy and customization.
The capability to upload BOMs with line-level custom fields has been integrated, ensuring that all relevant details are captured during the BOM creation process.
Data Export Centre Integration:
Line-level custom fields for Bill of Material Item Lines are now supported in the Data Export Centre. This ensures that detailed custom field data can be seamlessly exported for reporting and integration purposes.
Custom Field Mapping:
Users can now create custom field mappings for Bill of Material Item Lines and Manufacturing Order Item Lines. This functionality allows for the precise alignment of custom fields between BOMs and Manufacturing Orders, ensuring consistency and accuracy in data handling.
Additionally, custom field mapping between Items and Bill of Material Item Lines has been enabled, further enhancing the flexibility and specificity of data management.
Automatic Population of Custom Fields:
When a Manufacture Item Number is selected in the Create Manufacturing Order module, the custom field values of the corresponding BOM are automatically populated into the custom fields of the Manufacturing Order at the line level. This automation streamlines the data entry process, reducing manual effort and the potential for errors.
Overview: We are pleased to announce a significant enhancement in Xoro ERP that introduces custom field support at the line level for both the Create Bill and Create Item Receipt modules. This new feature provides users with the capability to manage detailed, line-specific data, enhancing the customization and accuracy of financial and inventory transactions.
Detailed Functionality:
Expanded Transaction Type Dropdown:
The Transaction Type dropdown in the Custom Field Definition module has been expanded to include "Item Receipt Detail Line" and "Bill Item Line". This expansion allows users to define custom fields specific to line items within Item Receipts and Bills.
Custom Field Mapping at Line Level:
Users can now create custom field mappings at the line level between various modules, ensuring seamless data consistency and integration across the system. The following mappings are supported:
Item and Bill Detail Line: Custom fields can be mapped between Items and Bill Detail Lines, allowing detailed item-specific information to be captured on each Bill line.
Purchase Order Detail and Item Receipt Detail Line: Custom fields can be mapped between Purchase Order Details and Item Receipt Detail Lines, ensuring that purchase order-specific data is accurately reflected in Item Receipts.
Purchase Order Detail and Bill Detail Line: Custom fields can be mapped between Purchase Order Details and Bill Detail Lines, facilitating the accurate transfer of purchase order data to Bills.
Item Receipt Detail Line and Bill Detail Line: Custom fields can be mapped directly between Item Receipt Detail Lines and Bill Detail Lines, ensuring data consistency between received items and billed items.
Item Custom Fields in Item Receipt Lines:
Custom fields defined for items are now visible in the Item Receipt Line section within the Item Receipt Centre, Create Item Receipt, and Item Receipt subform. This ensures that item-specific custom data is readily available and accurately recorded during the item receipt process.
Item Custom Fields in Bill Lines:
Custom fields defined for items are now displayed in the Bill Line section within the Bill Centre, Create Bill, and Bill subform. This enhancement ensures that detailed item-specific information is captured and accessible during the bill creation process.
Overview: We are excited to introduce a new enhancement in Xoro ERP that adds custom field support at the line level for the Create Sales Receipt module. This feature enables users to manage detailed, line-specific data for sales transactions, enhancing customization and accuracy in sales documentation and reporting.
Detailed Functionality:
Custom Field Mapping at Line Level for Sales Receipts:
Users can now create custom field mappings at the line level between Items and Sales Receipt Detail Lines in the CustomFieldMapping module. This capability allows for detailed, item-specific information to be captured and utilized within each line of a sales receipt, ensuring that all relevant data is accurately recorded and easily accessible.
Integration with Sales Receipt Line Details:
Custom fields defined for items are now seamlessly integrated into the Sales Receipt Line section. This ensures that any custom data associated with items is visible and can be used directly in the creation and management of sales receipts. This integration enhances the precision of sales documentation and allows for more detailed tracking and reporting.
Additional Enhancements:
Item Custom Fields in Short Inventory Planner:
Custom fields for items are now incorporated into the Short Inventory Planner. This enhancement ensures that all custom data defined for items is taken into account during inventory planning, providing a more comprehensive view of inventory needs and facilitating better decision-making.
Item Custom Fields in Item Inventory Snapshot:
Item custom fields are now displayed in the Item Inventory Snapshot. This addition provides users with detailed, item-specific information at a glance, improving the accuracy and usefulness of inventory snapshots and enabling more effective inventory management.
We have introduced the following enhancements to the Inventory Change Log module:
Added Advanced Search Functionality:
Lot Number (Lot#): You can now search for inventory changes using the Lot Number, providing precise tracking of specific inventory lots.
Batch Number (Batch#): The advanced search now includes the ability to filter inventory changes by Batch Number, allowing for better management of batch-specific inventory.
Manufacture Date: This enhancement allows you to search inventory changes by the Manufacture Date, enabling easier tracking of items based on their production date.
Expiry Date: You can now search for inventory changes by Expiry Date, ensuring efficient monitoring of inventory items with expiration dates.
These enhancements aim to provide more granular and efficient search capabilities within the Inventory Change Log module, improving overall inventory management and traceability.
We are excited to announce the release of the Cancel Reason module, designed to streamline the order cancellation process and enhance data collection.
You can enter a reason for cancellation by entering the basic details, such as name, code, and description for the cancellation reason. After filling in the details, click "Save" to create and save the cancel reason in the system.
Previously, when cancelling a sales or purchase order, users were required to manually input a reason for cancellation each time. This process often involved typing out the reason in a text box provided for order cancellation. However, with the introduction of the Cancel Reason module, we have significantly enhanced this experience.
Now, when cancelling an order, users will be presented with a convenient dropdown menu that lists all the cancel reasons created within the system. This improvement eliminates the need for manual entry, saving time and effort for users.
In cases where the desired reason for cancellation is not listed in the dropdown menu, users still have the option to enter a custom reason in the text box provided. To enable this feature, the "Disable Cancel Reason Textbox" app config should be disabled. When this setting is turned on, it will disable the cancel reason textbox, preventing users from entering a cancellation reason.
The Cancel Reason module is designed to improve efficiency and communication within the organization. By standardizing the reasons for cancellations and providing a centralized location to manage them, users can quickly and easily select the appropriate reason when cancelling an order. This not only saves time but also helps to maintain accurate records of cancellations for future reference.
In addition to the Cancel Reason module, a new Cancel Reason Centre has been added, providing a centralized location where all created cancel reasons are listed. This hub allows for easy review and management of all cancellation reasons within the system.
We have added "Linked PO" and "Linked SO" in both the Header and Detail views of the Sales Order Centre and Purchase Order Centre respectively to streamline the process of tracking linked orders. This enhancement provides users with quick access to view and reference related orders with ease.
In the Detail view, linked SOs or POs are shown next to their corresponding item lines when multiple orders are associated. This feature allows users to efficiently track and manage related orders at the item level, aiding in a more streamlined order management process.
In addition to including the columns in the centres, we have introduced a new "Linked Orders" tab in subforms as well. This tab displays all linked orders associated with a particular transaction, offering a consolidated overview of interconnected orders for better context and decision-making.
We have introduced a new feature allowing users to update item accounts (Income, Expense, and Income Return) in past transactions. This improvement offers greater flexibility and accuracy in managing your financial records.
Previously, when updating item accounts, the changes would only apply to future transactions while past transactions remained unchanged, reflecting the earlier accounts. However, our latest update now allows users to update item accounts in past transactions as well.
When making changes to item accounts and saving them, the system will prompt users to select whether they want to update past transactions. By enabling the "Do you want to update the past transactions?" toggle, users can ensure that past transactions reflect the updated item accounts.
We have added a new column, "Total Qty" on the Item Receipt Centre and Bill Centre at the header view. With the addition of the "Total Qty" column, users can now easily see the total quantity of items being received or billed at a glance. This will help streamline the workflow, improve efficiency, and provide a more comprehensive overview of the transactions being processed.
We have added a new tab in the Vendor Info module called "Bills." This feature is designed to provide users with a comprehensive overview of all bill details associated with a particular vendor.
Users can easily search for specific bills using the following search fields:
Select Status: This field allows you to filter bills based on their status.
Bill Number: This field allows you to search bills by their unique bill number.
PO Number: This field allows you to search bills by the purchase order number.
From Date: The date option allows you to filter the bills for a particular date range. Specify a starting date for bill search in this field.
To Date: The date option allows you to filter the bills for a particular date range. Specify an end date for bill search in this field.
In addition to viewing bill details, users also have a range of right-click options available to manage bills efficiently:
Pay Bill: Allows users to pay outstanding bills directly from the Bills tab.
Show Payments: Displays a summary of payments made for the selected bill.
Show Credits Applied: Shows any credits applied to the bill amount.
Show Prepayments Applied: Shows any prepayments made towards the bill.
Edit in New Window: Opens the bill details in a new window for easy editing and review.
We have added a new column, "Customer Name" in the Inventory Change Log module. With this new column, users can now easily see which customer is associated with each inventory change. This will help businesses better understand their inventory movements and monitor any changes made by specific customers.
We have added a new column, "Payment Term" in the purchase order centre. This column allows users to easily view and track the payment terms associated with each purchase order. This information is crucial for ensuring timely payments and managing cash flow effectively. By having this information readily available in the purchase order centre, users can quickly identify any outstanding payments or upcoming due dates.
We have added a new column, "Revision" in the Bill Of Material Components section. With this column, users now have the ability to select the revision of the sub-BOM for manufacturable raw materials.
This dropdown column provides a convenient way for users to specify the BOM revision for raw materials that are manufacturable. By selecting the appropriate revision, users can ensure that the correct version of the sub-BOM is used in the production process.
In addition to the enhancement in BOM module, we have also added a new column called "Sub-BOM Revision" in the manufacture order module at the MO Lines level. This column is designed to reflect the revision selected at the BOM component level. This additional column provides users with a clear overview of the revision selected for each individual component.
These enhancements improve the precision and efficiency of managing BOMs and manufacturing orders, enabling better control over the manufacturing process.
We have introduced a new "Checkbox" display type for kit items, providing users with flexibility and customization when dealing with kits.
What is the Checkbox Display Type?
The Checkbox Display Type is designed to provide users with the ability to add multiple items of the kit to an order. This feature allows users to select one or all items from the kit to add to their order. By selecting the Checkbox Display Type when adding items to a kit, you can ensure that only the selected items from the kit are added to the order, providing customers with a more personalized and controlled ordering experience. This feature is available across all modules that support kits.
How Does it Work?
To utilize the Checkbox display type, follow these steps:
When creating a kit, select the Checkbox display type for the kit items.
Add multiple "Checkbox" display-type items to the kit.
When adding the kit to an order, customers will be prompted to select the checkbox items to add to the order.
This enhancement simplifies and accelerates the process of adding multiple kit items to an order. The Checkbox display type is particularly useful in scenarios where customers require flexibility in their ordering options. For example: a fashion retailer may offer a "Choose Your Own Accessory" kit, allowing customers to select the accessories from various options to add to their order.
We have added support for the use of kits when the multi-UOM (Unit Of Measurement) feature is enabled. This update is designed to provide greater flexibility and consistency in handling kits within orders.
Support for Kits with Multi UOM Enabled:
Kits can now be used when the multi UOM feature is turned on. This enhancement ensures that items added through kits are managed effectively within the multi UOM framework.
Items Added with Base UOM:
When items are added by kits in orders, they will be added using their base UOM. This approach standardizes the unit of measure for kit items, ensuring consistency across orders.
Fixed UOM in Order Lines for Kit Items
The UOM for items added through kits cannot be changed in the order lines. This restriction helps maintain the integrity of the kit structure and simplifies order management.
UOM Factor Set to "1":
The UOM factor for items added by kits is set to "1". This ensures that the quantity of items within a kit remains consistent and aligns with the base UOM.
We have added a new search field named "All Reference" at the header level in the Item Inventory Snapshot module. This enhancement is designed to improve the search capabilities within the module, making it easier and more efficient to locate specific items based on various criteria.
The search functionality is governed by two app configs: Advanced Item Search and Item Search Criteria.
Item Search Criteria: In this config, users can select specific columns that can be used to perform the search. This allows for customized and targeted searches based on your specific needs.
Advanced Item Search: This app config is used to enable the item search criteria. When this config is enabled, the search functionality will utilize the columns specified in the Item Search Criteria config.
The "All Reference" search field supports multi-keyword searches. Users can enter multiple search terms separated by spaces. For example, if the Item Search Criteria includes item# and UPC, you can search for an item using both the item number and UPC separated by a space. This multi-faceted search capability enhances the ease and efficiency of finding specific items within the inventory.
A new column labelled "Revision" has been added to the item subform. This column can be found in the "Used As Raw Material" tab under the Manufacturing Info section of the item sub-form. This update is specifically designed for manufacturable items used as raw materials, enabling users to easily track and identify the specific revisions used in a bill of material.
When you double-click on an item to open it in read mode, you'll notice the new "Revision" column added to the Manufacturing Info section.
This column is specifically designed for manufacturable items used as raw materials, providing a clear view of the revision numbers associated with the sub- BOM used in the main bill of material.
How does it work?
The "Used As Raw Material" tab shows all the bill of materials in which the item has been used as a raw material. When revisions are created for the BOM of a raw material item, this column will display the corresponding revision number. This means that users can easily track and identify the specific revision that are used in a bill of material in which the item has been used.
We have introduced a new enhancement to our refund process, aimed at improving the overall user experience and reducing errors. As part of this update, we have disabled the "Process Card" option when initiating a customer refund, if a card was used for the original payment during a customer deposit.
If a card was used to process the customer deposit payment and the payment needs to be refunded, when you go to refund the customer deposit, in the "Customer Deposit" screen you will see that the "Process Card" checkbox is disabled under the "Refund Via" field.
