RESOLVED

#13975

In this update, the problem some users were having sending email via Office 365 has been resolved.

#14113

An issue preventing the System Verification report from running successfully has been resolved.

ENHANCED

#11649

The Manage Menu Groups feature from Admin has been tidied up to correct some missing sub-menus, like Contact Management Reports to allow configuration of access to those from Customers, Suppliers and Staff menus. The sub-menu options for Supplier, Admin, Letters, Fixed Assets and Rental Hire were also corrected.

#14124

The migration utility tool has been updated

#14117

The T/A (Trading As) name field has been added to the Import Fields options

#14118

When a job Deposit refund to customer account is performed, it shows in the audit of refunds.

RESOLVED

#14054

Fixed an error in the Customer Enquiry screen of users with large company files which was happening when highlighting an invoice and clicking on the payment button to see the list of payments related to that invoice.

ENHANCED

#14100

Sprockit NZ only: On Customer Accounts where "Allow Online Purchasing'' is enabled on the Terms/Pricing tab, there is now validation for the following customer fields to comply with Stihl Online Purchases requirements: * Phone number and Mobile number must contain only 0 to 9 digits and spaces. * Post Code must contain only space or 0 to 9 digits. * Postal Address Line 3 must not be left empty. * Delivery Address Line 3 must not be left empty if there is a value on Delivery Address Line 1.

#14088

Added the ability to create customer contract rates for a selection of product groups.

#14089

A warning/confirmation request has been added to the "Copy Customer Contract Rate" utility to advise the user to confirm the number of records that will be updated.

#14090

Sprockit NZ only: More options for configuration of Online Purchasing permissions have been added to the Customer Terms/Pricing and Customer Contacts Tabs. For more details refer to this knowledge base article:

Sprockit Online Sales Process for Account Holders – Infusion Business Software (zendesk.com)

RESOLVED

#14099

The prompt to delete a source file after importing was being ignored when selecting Yes. This has now been corrected.

NEW

#13821

A new option has been added to "Stop manual entry of serial numbers on sales, transfers and writeoffs". This is available under Admin > Defaults > Manage Product Defaults. This setting only applies for products that track serial number on purchase. If the quantity is positive (or zero) the text entry field will be disabled. If the amount is negative the field will still be enabled as the serial number will not be available to select from the list.

RESOLVED

#14038

Fixed an issue with the Invoice Credit/Recharge functionality which was stopping credit notes from being synchronised with a third party integration for Xero.

#13888

Corrected a rounding issue when assigning a quote to a job or when invoicing the job that was causing a small discrepancy on lines that contained discount, making the second screen have a rounded value different from the value of the first screen.

#13841

Fixed an issue on the Invoices Management screen where the Delivery Status was displaying the code of the status rather than the name if the option to include posted invoices was selected.

#13767

Sprockit only Fixed an issue of invoices being incorrectly invoiced to the Head Office account when the payment method Farmlands was initially selected and then changed with a different payment method.

#13668

Posting imported WebSales or National Account invoices for customer accounts linked to a Head Office no longer charge the linked head office, instead the invoice is posted to the actual customer as expected.

ENHANCED

#13822

It is now possible to edit the Serial Number recorded on a POSTED invoice. Please refer to this knowledge base article for more information: https://infusionsoftware.zendesk.com/hc/en-us/articles/7937747538447-Editing-Serial-Numbers-on-Posted-Invoices 

RESOLVED

#14076

The prompt saying "This serial number does not exist. Are you sure it is the correct serial number?" no longer appears when adding a product that tracks serial number only on sales onto a job.

#13545

Corrected a problem where it was not possible to switch between a Job Purchase Order screen and the Job because a lookup screen remained open in the background.

Enhanced

#14093

Job deposit refund transactions are now able to be refunded directly to the customer account as an unallocated payment.

NEW

#13054

A new "Product Valuation Detail - Serial Products" report (SERIALVAL.FRX) has been added under Products > Valuations. The report lists all products tracking serial numbers on purchase. The report displays the serial numbers and the costs including any refurbishment costs. In addition, all other existing Product Valuation reports have been updated to allow excluding serial tracked products from those reports.

#13570

A new option has been added under Product Defaults: "Allow negative quantities in Serial # Item Stocktakes". When this default is selected, the Stocktake screen will allow the user to enter a negative value as a stocktake count for a serial number item, and will not set it to zero when the stocktake is opened. It will also enable the showing of the serial numbers with negative holdings on the serial number lookup screens. This setting does not stop the serial number from being oversold (stock going negative).

RESOLVED

#14084

Fixed an issue with the "from account" field which was causing an error in the parameters screen of the following reports: Products > Discount Matrix By Product Group - Detail (PRODDMD) Customers> Discount Matrix By Customer Group - Detail (CUSTDMD)

#14034

Corrected a problem with the Update Prices/ Promotional Dates - Round 10c tick box which was not functioning as expected if the setup of the company was to use four decimal places.

#13639

When a serial tracked item is transferred between locations, and there are different closing stock/purchases GL accounts, the software now records the cost price of the specific serial number instead of product's latest cost on the resulting financial journal.

#13355

Products tracking serial number only on sale no longer record quantities in the serial numbers database, correcting the problem with lingering negative quantities. This correction does not affect the tracking of actual quantities on the product.

#14114

The fixed rate box is no longer greyed out, when entering a product with a fixed rate on the Contract Rates Screen

#14098

Corrected an issue with the Product Exception Report, where a check was providing an incorrect comparison.

ENHANCED

#13029

The Product Movement report has been updated to include product transfers.

#13087

When a stocktake is done for a serial tracked product, the Edit Cost allows to enter the costs for a new serial number and update the costs on an existing serial number. Costs (original and refurbishment/pre-delivery) stored against each serial number, are reported on the new "Product Valuation Detail - Serial Products" report (SERIALVAL).

#13224

Trade-in products that track serial number now store the cost against the serial number the serial number is added to stock initially from a Customer or POS invoice, and when a saved invoice is posted via the pending invoice screen. When a JOB for the refurbishment is completed (returned to stock) the refurbishment costs are also stored under the serial number.

RESOLVED

#14103

Fixed an issue occurring when duplicating a quote containing a buildup for multiple quantities resulting in an incorrectly calculated total on the new quote if either option to update costs or update prices had been selected.

#14062

Corrected an issue with the best rate warning appearing when transforming a quote into an invoice if the System Default "Go to 'CODE' - first, where possible" was enabled.