In This Release | |
|---|---|
Feature |
Comments |
| Product Summary Updates | This enhancement adds EOQ, Last Sold Date, and Last Receipt Date to the Product Summary, Transaction Enquiry, and Product Details views. |
| Running Balances on Product Enquiry | Users can now assess balances of Products at any point in time for all locations or a single location. |
| Backorder Invoicing Updates | Backorder Invoicing updates, including origin notifications, copying of Delivery Address and Title, deletion warnings and consolidation behavior of Backorder invoices |
| Reports |
A new set of reports has been added and is now accessible to all users. The list includes:
Report Improvements
|
| Logout Option | This enhancement introduces an additional logout button to improve user accessibility. |
| User Issues Addressed | An overview of all user issues addressed in this release |
Product Summary Updates
EOQ
The Product Summary now displays the Economic Order Quantity (EOQ) for each product.
If a product specific EOQ is not available, the EOQ from the preferred supplier will be used. In such cases, an information icon will indicate that the displayed quantity is sourced from the preferred supplier.
If none of the values are available, the EOQ field will remain blank.
Last Sold Date and Last Receipt date
Last Sold Date and Last Receipt Date have been added to the Product Summary, Product Details, and Transaction Enquiry.
- Last Sold Date is based on the most recent invoice where the product appeared. If the product has never been sold, this field will not be displayed.
- Last Receipt Date reflects the date of the latest posted receipt for the product.
Product Summary
Product Details tab
Transaction Lines tab
Running Balances on Product Enquiry
A new Balance column has been introduced to enhance inventory management by displaying a running total, calculated from the oldest to the most recent transaction (within the applied date range and, location filters)
This column is visible only when Stock Movement filter is enabled.
Additionally, within Product Enquiry, a location dropdown has been added to Transaction Lines, Quantity, Back Orders, and Purchase Orders tab. The dropdown lists all active locations, plus an option for All Locations.
When a specific location is selected, only the balances for that location will be displayed under Transaction Lines, Quantity, Back Orders, and Purchase Orders.
For more details check Product Enquiry
Backorder Invoicing updates
Backorder Invoice: When an invoice is generated from a backorder, a notification will appear at the top of the invoice indicating that it originated from a backorder.
Delivery Address: Any backorder Invoice created will now automatically copy the Delivery Address and Title from the original Invoice.
If the original invoice has a blank Delivery Address or has no Title recorded, the backorder invoice will also remain blank.
Deleting Backorder Invoices: An invoice created from filling backorders is deleted, the user will be notified that this action will not reinstate the original backorder.
If multiple invoices are selected for deletion from the Invoice list, the same message will be shown, and the user will be required to confirm before proceeding.
Consolidation of Backorders
ChatGPT said
For more details check Customer Invoices from Backorders
Reports
The following Reports are now available to users.
Profit and Loss with Budgets and Cost Centres Report
The Profit and Loss with Budgets and Cost Centres report provides users with detailed insights into profit or loss, including budget and cost centre information.
Users can filter by a range of Cost Centres and group the report by either Cost Centre or General Ledger (GL) codes.
This report is accessed from Financial > More Options > Reports
Quote Margin Exception
The Quote Margin Exception report allows users to view all quotes with margins below a defined threshold. Using the Exception Type filter, users can choose to display quotes with margins below a specified dollar amount ($) or percentage (%).
The report can be accessed from Customer > More Options
Note: Products from Price Books are currently not included in the Quotes Margin Exception Report. Support for Price Book products in this report is planned for a future release.
Costs Assigned to Jobs
A Costs Assigned to Jobs report is now available. This report outlines all job-related costs and can be grouped by Job Line Category.
The report can be accessed from Job > More Options
Budgets 12 Month
The Budgets 12 Month report has been enhanced with two new filters
- Budget Type: select the budget type to run the report or
- Cost Centre: select the report for a specific Cost Centre or a range of Cost Centres
When filters are applied, the report header will display the selected Budget Type along with the selected Cost Centre.
If all Cost Centres are selected (no Cost Centre filter applied), the header will not display any Cost Centre details
Logout Option
A Logout button has been added to the top right corner of the interface, enabling users to initiate logout at any time. If a logout is attempted during an active transaction, the system will perform a check for any outstanding warning messages before proceeding.
In the updated interface, the username will be displayed in place of the email address.
In POS
When a POS user clicks the Logout button, a Logout Without Saving confirmation message will be displayed.
The user must confirm if they wish to proceed with logging out. If not, they can Cancel the action and return to the session.
User Issues Addressed
- The issue where Transaction Details and Source were not displaying in the product transaction after a purchase order was closed has been resolved (Ref 14158).
- The issue where users encountered a “Required” error when creating and receiving a purchase order in one step without selecting the supplier initially, has now been resolved. Users can now complete the process smoothly, even if the supplier is selected later in the workflow. (Ref 13813)
