November 2024 Release

Enhancement to ASN Search Centre

Module: ASN Search Centre Feature Update: Addition of BOL# and Tracking# Fields

We are excited to announce a new enhancement to the ASN (Advanced Shipping Notice) Search Centre in the XoroERP system.

Key Updates:

1. BOL# and Tracking# Fields:

   • These fields have been added to the ASN Detail screen to provide more comprehensive shipment details.

   • Users can now view and manage Bill of Lading (BOL) and Tracking numbers directly within the ASN details for enhanced visibility and traceability.

2. New Columns in Search Field:

   • The ASN Search Centre now includes two additional columns in the ASN detail field.

   • These columns correspond to the newly added BOL# and Tracking# fields, enabling users to search and filter records more effectively.

New App Config for Allocated Quantity Change on Locked Waves

Module: App Config

Feature Update: Added an App Config option to allow updates to allocated quantities on locked waves.

Details:

• A new App Config setting Allow Operation On Locked Wave has been introduced to enhance flexibility in managing wave allocations.

• When this configuration is enabled, users can update the allocated quantity of items even when the wave is locked. The systems allows you to select from the following actions

1. Void Full Wave

2. Void Wave Line

3. Update Allocated Quantity

4. Spilt Quantity

5. Merge Wave.

• This feature ensures better adaptability to changes in inventory or order requirements without needing to unlock the wave.

Configuration Steps:

1. Navigate to the App Config settings in the system.

2. Go to the Warehouse tab.

3. Locate the new option "Allow Operation On Locked Wave".

4. Click the edit button to select the options from the dropdown.

5. Click the checkmark in green to update the record successfully.

Enhancement to the "Generate Variants" Feature in the Product Module

Module: Product

Feature Update: Improved functionality for the Generate Variants option in the Product module.

Details:

• Previous Behavior:

  • The "Generate Variants" option was only visible when no variants had been created for a product.

  • Once variants were generated, this option disappeared, restricting further variant creation.

• New Enhancement:

  • If variants already exist for a product, and the product is updated with additional option values, the Generate Variants option will now reappear.

  • This allows users to generate variants for the newly added options while retaining the data of previously generated variants.

  • The system uses the existing variant data as a reference to generate the new variants seamlessly.

Use Case:

• When creating a product, users can generate variants using the product matrix generation.

• With this enhancement, users can add new option values (e.g., new sizes, colors) to the product and generate additional variants without duplicating effort.

New Entity Dropdown Feature in Bill and Item Receipt Modules

Module: Expense Management (Bill and Item Receipt)

Feature Update: Addition of an Entity option in the Expense tab at various levels.

Details: This update introduces a new Entity dropdown to the Expense tab in the Details section of Bill and Item Receipt modules, providing users with enhanced functionality and control over selecting associated entities.

New Functionalities:

1. Entity Dropdown:

   • A new dropdown menu allows users to select either Customer or Vendor at the expense level in both the Bill and Item Receipt modules.

   • If an entity is not selected, the system will default to using the Vendor value in transactions.

2. Entity Column:

   • An Entity column has been added to the table at the expense level, enabling users to view and manage entity data directly.

3. Integration with Centres:

   • The Entity field has been added to the Centres of both the Bill and Item Receipt modules for better data consistency and visibility.

4. Subforms and Transactions:

   • The Entity field is now available in the subforms for both modules.

   • It is also integrated into general transactions, ensuring entity details reflect in records seamlessly.

5. CRUD Operations:

   • Full support for Create, Read, Update, and Delete operations has been implemented for the new Entity field, ensuring flexibility and reliability in managing records.

New Columns Added to Invoice Payment Centre (Detail View)

Module: Invoice Payment Centre

Feature Update: Enhanced visibility with new columns in the Detail View.

Details: The following columns have been added to the Invoice Payment Centre (Detail View) to improve data access and reporting capabilities:

1. Customer Name: Displays the name of the customer associated with the invoice payment.

2. Sales Rep Name: Shows the name of the Sales Representative linked to the transaction.

3. Sales Rep Code: Provides the unique code for the Sales Representative.

4. Payment Date: Indicates the date on which the payment was made.

5. Sales Order Number: Lists the associated Sales Order Number for better reference.

Enhancement to Default Shipping Terms in Vendor Module

Module: Vendor Management

Feature Update: Removal of Restrictions on Default Shipping Terms

Details: This update enhances the functionality of the Shipping tab in the Vendor module by removing restrictions previously applied to the Default Shipping Terms field.

1. Key Changes:

   • Default Shipping Terms will now remain enabled regardless of the selected default shipping method.

   • When the Default Shipping Method is set to "Own Truck", the selected value in Default Shipping Terms will automatically carry forward to the Purchase Order (PO).

2. Previous Behavior:

   • Restrictions on the Default Shipping Terms field limited user flexibility.

   • This enhancement ensures seamless configuration and application of shipping terms in vendor-related transactions.

Introduction of New Modules for Specifications, Lab Records, Templates, and Catalyst in XoroERP

We are excited to announce the addition of several new modules in XoroERP to provide users with comprehensive tools for managing item specifications, lab records, templates, and catalyst profiles. These modules offer a structured approach to handle product details and manufacturing-related records efficiently.

These modules are grouped under a single app configuration named Enable Lab Record Module, which can be enabled from General → Enable Lab Record Module. Once the setting is enabled, you can find these modules here : Manufacturing > Manufacturing Lab Report module.

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Overview of New Modules

1. Item Specification Property / Centre

• Purpose: To define and store various property names associated with item specifications.

• Features:

  • A single Name field to input the property name.

  • Allows users to manage all property names in a centralized location for seamless integration into specifications.

2. Item Specification Class / Centre

• Purpose: To categorize item specifications into distinct classes.

• Features:

  • A single Name field to input the class name.

  • Provides a way to group similar specifications under a specific class for better organization.

3. Item Specification UOM / Centre

• Purpose: To define and manage Units of Measurement (UOM) related to item specifications.

• Features:

  • A single Name field to input the UOM name.

  • Standardizes the measurement units used in specifications.

4. Item Specification Test Method / Centre

• Purpose: To define and store test methods applicable to item specifications.

• Features:

  • A single Name field to input the test method name.

  • Ensures consistency in how items are tested and validated.

5. Item Specification / Centre

Purpose

The Item Specification / Centre module is designed to facilitate the creation and management of comprehensive item specifications. This module enables users to seamlessly integrate critical details such as item properties, units of measurement (UOMs), and test methods, ensuring a streamlined and organized approach to specification management.

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Header Section

The header section provides the foundational fields required for defining item specifications:

• Name: Input the unique name of the specification.

• Item Specification Class Dropdown: Select the appropriate class for categorizing the item specification.

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Detail Section

The detail section offers fields to capture specific attributes of the item specification:

• Item Specification Property Dropdown: Choose from a list of pre-defined properties relevant to the item.

• Item Specification UOM Dropdown: Select the appropriate Unit of Measurement for the specification.

• Item Specification Test Method Dropdown: Define the test method applicable to the specification by selecting from available options.

• Required Value Input Field: Specify the required value for the item specification, ensuring precise documentation.

Key Features of the Detail Section:

• All fields are mandatory to ensure completeness and accuracy of data.

• Fields are editable, allowing for adjustments when necessary.

• Built-in validation prevents duplicate entries, maintaining the integrity of the data.

• An Add button facilitates the seamless addition of entries to the specification table.

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Centre Section

The Centre section consolidates the information from both the header and detail sections, providing a unified view for efficient management of item specifications.

Features of the Centre Section:

• A search field for quick retrieval of specific specifications.

• Tools for Batch Delete operations, allowing users to remove multiple records simultaneously.

• An Edit in New Window feature to modify records in a separate, dedicated interface for better clarity and focus.

6. Item Specification Class Template / Centre

• Purpose: To manage templates for item specification classes.

• Header Section:

  • Field: Item Specification Class Dropdown for selecting the relevant class.

• Detail Section:

  • Fields:

    • Item Specification Property Dropdown: Select a property.

    • Item Specification UOM Dropdown: Choose the appropriate UOM.

    • Item Specification Test Method Dropdown: Select a test method.

  • Features:

    • Ensures mandatory fields are filled.

    • Prevents duplicate entries, ensuring one class has a unique template with multiple lines.

    • An Add button allows for adding entries to the table.

• Centre Section:

  • Includes both header and detail sections for streamlined management.

  • Batch Delete and Edit in New Window functionalities available.

7. Catalyst Property Profile / Centre

• Purpose: To define and manage catalyst property profiles.

• Features:

  • Fields:

    • A Name field (unique) for the profile.

    • Five fields for Property Names.

  • Prevents duplicate entries, ensuring each profile is distinct.

  • Includes Search functionality and options for Batch Delete and Edit in New Window.

8. Catalyst / Centre

• Purpose: To manage detailed information about catalysts.

• Features:

  • Fields:

    • A Name field (unique).

    • Catalyst Property Profile Dropdown to link a profile.

    • Five fields for Property Values.

  • Search functionality and options for Batch Delete and Edit in New Window included.

9. Manufacturing Lab Record / Centre

• Purpose: To manage lab records for manufacturing operations with detailed specifications and catalyst usage.

• Header Section:

  • Fields:

    • MO Number Dropdown, Lab Record Number, Item Specification Dropdown, Catalyst Dropdown.

    • Five Property Values based on Catalyst (editable).

    • Manufacturing Date and Expiry Date (with validation).

    • Shelf Note and Statement Note (stored as inputs initially, then as dropdowns).

    • Flags: Shelf Life Show on Report and Statement Note Show on Report.

• Record Lines Section:

  • Fields:

    • Item Specification Property Dropdown, Item Specification UOM Dropdown, Item Specification Test Method Dropdown, Required Value Input, Actual Value Input.

  • Features:

    • An Add button to create new entries.

    • Prevents duplicate entries to maintain accuracy.

New Dropdown in Sales Order Detail:

XoroERP has introduced significant enhancements to the Sales Order Detail and Manufacturing Order (MO) Centre, aimed at streamlining operations and ensuring seamless integration with the Item Specification / Centre module. These updates enable better management and traceability of specifications throughout the sales and manufacturing processes.

• A dropdown field has been added to the Add Item tab in Sales Orders, allowing users to assign item specifications to sales order line items.

• The dropdown dynamically pulls its values from the Item Specification / Centre module (using the Name field).

• The dropdown is editable at the line-item level, providing flexibility to modify specifications for individual items within the sales order.

1. New Column in Sales Order Centre:

   • A new Item Specification column has been introduced in the Sales Order Centre details.

   

   • This column displays the assigned specifications for each line item, ensuring visibility and traceability of specifications directly from the Sales Order Centre.

2. Specification Flow to Manufacturing Order Creation:

   • When a Manufacturing Order is created from a Sales Order (via Options → Copy → Create Manufacturing Order), the assigned Item Specification from the sales order line is automatically passed to the Manufacturing Order.

   • This ensures that specifications tied to a sales order are carried forward to the manufacturing stage without manual intervention.

3. Integration with Manufacturing Lab Record Creation:

   • In the Manufacturing Order Centre, users can now create a Manufacturing Lab Record for a selected MO by either right-clicking or using the options menu.

   • The system auto-populates the Lab Record module with the MO Number and the associated Item Specification from the selected Manufacturing Order.

   • If a Lab Record already exists for the selected MO Number, it opens in edit mode for updates; otherwise, a new record is created, maintaining smooth and efficient record management.

Link to the Item Specification Module

These enhancements are closely tied to the Item Specification / Centre module:

• The dropdown in Sales Order Details fetches values from the Name field in the Item Specification / Centre module, ensuring consistency and standardization.

• The automated population of specifications in Manufacturing Orders and Lab Records relies on the centralized data management provided by the Item Specification / Centre module.

• The enhancements strengthen the use case for the Item Specification / Centre module by extending its functionality into Sales and Manufacturing workflows, creating an interconnected ecosystem.

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How to Use These Enhancements

1. Assign Specifications in Sales Orders:

   • Navigate to the Add Item tab in a Sales Order.

   • Use the Item Specification dropdown to assign a specification to the line item.

2. Monitor Specifications in Sales Order Centre:

   • View assigned specifications directly in the Item Specification column of the Sales Order Centre.

3. Create Manufacturing Orders with Specifications:

   • From the Sales Order, go to Options → Copy → Create Manufacturing Order.

   • The assigned specifications will automatically carry over to the Manufacturing Order.

4. Generate Manufacturing Lab Records:

   • In the Manufacturing Order Centre, right-click or use the options menu to create a Lab Record.

   • The Lab Record will auto-populate with the MO Number and its associated specifications, ready for review or editing.

New Modules and Enhancements in XoroERP – Introducing Specifications, Lab Records, and Catalyst Management

XoroERP is excited to announce the release of new modules and key enhancements designed to enable comprehensive management of item specifications, lab records, templates, and catalyst profiles. These additions and updates are aimed at streamlining workflows, enhancing traceability, and improving efficiency across manufacturing and sales operations.

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Module Overview

All newly introduced modules are grouped under a single app configuration, Enable Lab Record Module, which can be accessed via General → Enable Lab Record Module. Activating this configuration provides access to the following modules:

Specification Modules

1. Item Specification Property / Centre

   • Purpose: To store and manage property names.

   • Features: Includes a Name field to define and manage individual properties.

2. Item Specification Class / Centre

   • Purpose: To categorize item specifications into classes.

   • Features: Includes a Name field to assign class names.

3. Item Specification UOM / Centre

   • Purpose: To manage units of measurement (UOM) specific to item specifications.

   • Features: Includes a Name field to define UOM names.

4. Item Specification Test Method / Centre

   • Purpose: To document test methods associated with item specifications.

   • Features: Includes a Name field to define test methods.

5. Item Specification / Centre

   • Purpose: To manage detailed item specifications by integrating properties, UOMs, and test methods.

   • Header Section:

     • Fields: Name and Item Specification Class Dropdown.

   • Detail Section:

     • Fields:

       • Item Specification Property Dropdown

       • Item Specification UOM Dropdown

       • Item Specification Test Method Dropdown

       • Required Value Input Field

     • Features:

       • All fields are mandatory and editable.

       • Duplicate entries are prevented to ensure data integrity.

       • Entries can be added to the table via an Add button.

   • Centre Section:

     • Combines header and detail sections.

     • Includes functionalities for Batch Delete and Edit in New Window.

6. Item Specification Class Template / Centre

   • Purpose: To create reusable templates for item specification classes.

   • Header Section:

     • Fields: Item Specification Class Dropdown.

   • Detail Section:

     • Fields:

       • Item Specification Property Dropdown

       • Item Specification UOM Dropdown

       • Item Specification Test Method Dropdown

     • Features:

       • Ensures no duplicate templates are saved.

       • Allows one class template per class, with multiple detail lines.

   • Centre Section:

     • Combines header and detail sections.

     • Includes Class Search, Batch Delete, and Edit in New Window functionalities.

Catalyst Management Modules

1. Catalyst Property Profile / Centre

   • Purpose: To define catalyst properties.

   • Features:

     • Fields:

       • Name (must be unique).

       • Five fields for property names.

     • Includes search functionality and options for Batch Delete and Edit in New Window.

2. Catalyst / Centre

   • Purpose: To manage catalysts and their properties.

   • Features:

     • Fields:

       • Name (must be unique).

       • Catalyst Property Profile Dropdown.

       • Five fields for property values.

     • Includes search functionality and options for Batch Delete and Edit in New Window.

Lab Record Module

1. Manufacturing Lab Record / Centre

   • Purpose: To manage lab records tied to manufacturing operations.

   • Header Section:

     • Fields:

       • MO Number Dropdown

       • Lab Record Number

       • Item Specification Dropdown

       • Catalyst Dropdown

       • Five property value inputs (editable based on catalyst selection).

       • Manufacturing Date and Expiry Date

       • Shelf Note and Statement Note

       • Flags for Shelf Life Show on Report and Statement Note Show on Report.

   • Detail Section:

     • Fields:

       • Item Specification Property Dropdown

       • Item Specification UOM Dropdown

       • Item Specification Test Method Dropdown

       • Required Value Input Field

       • Actual Value Input Field

     • Features: All fields are mandatory and editable, with duplicate entries prevented.

   • Centre Section:

     • Includes search functionality for Lab Record Number.

     • Options: Batch Delete, Edit in New Window, and Print (reporting in progress).

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Enhancements Linked to the New Modules

1. Sales Order Detail Integration:

   • A dropdown has been added to the Add Item tab in Sales Orders to assign item specifications at the line-item level.

   • Values are fetched dynamically from the Item Specification / Centre module.

   • A new Item Specification column has been introduced in the Sales Order Centre for improved visibility.

2. Seamless Specification Flow to Manufacturing Orders:

   • Assigned specifications in Sales Orders are automatically carried over when creating Manufacturing Orders via Options → Copy → Create Manufacturing Order.

3. Lab Record Creation for Manufacturing Orders:

   • Users can create a Manufacturing Lab Record for a selected MO via right-click or the options menu in the MO Centre.

   • The MO Number and Item Specification are auto-populated in the Lab Record module.