2019 – March
| Module | Form | Description |
|---|---|---|
| Production | Job orders | Fixed an issue when adding and editing job order items (JOs) via 'Production / Job orders / Add/edit job order / Add/edit job item' which prevented the job items' 'Total amount' from being calculated correctly for item types with unit amounts. |
| Inventory | Purchasing | Fixed an issue when adding items to purchase orders (POs) via 'Inventory / Purchasing' which prevented the item type's custom attributes from carrying over to the PO item. |
| Administration | Service types | Made a functionality change when managing selection-list type service custom attributes (Administration / Services / Service details / Has custom attribute option) such that the selection-list combo field is a 'Kendos' type field. |
| Inventory | Inventory | Fixed an issue on the 'Current inventory list' tab of the 'Inventory' which caused null-status negative inventory quantities to be displayed when filtering based on the 'Item group'. |
| Sales | SO conversion | Fixed an issue when converting sales orders (SO) into job orders (JO) via 'Sales / Sales order conversion' which prevented the SO item quantities, prices and 'Pull' values from carrying over to the JO items. |
| Inventory | Purchasing | Made a functionality change when managing Purchase orders via 'Inventory / Purchasing' to make the 'Shipping type' optional instead of mandatory. |
| Sales | SO conversion | Fixed an issue when converting sales orders (SO) into job orders (JO) via the 'Create new' button from 'Sales / Sales order conversion' which prevented the SO items' 'Pull' values from carrying over to the JO items. |
| Reports | Invoice list report | Fixed an issue on the 'Invoice list' report accessible via 'Reports / View reports / Invoice reports' which prevented the 'Customer category' filter from working properly. |
| Sales | SO conversion | Fixed an issue when converting sales orders (SO) into job orders (JO) via 'Sales / Sales order conversion' which prevented the SO customer from carrying over to the converted job orders. |
| Sales | SO conversion | Added a new 'Total amount' column on both grids from 'Sales / Sales order conversion', calculated based on the following formula: Total amount = Quantity * Unit amount. |
| Multiple | Multiple | Made changes to the names of the price and cost related fields and columns related to Item types, Job order items, Sales order items, Price quote items and Invoice items so that the names are the same on all forms. Additionally, the 'Base price' has been renamed to 'Marked up cost' and the 'Unit price' has been renamed to 'Sales price'. |
| Sales | Sales orders | Fixed an issue when adding sales order items with custom attribute via 'Sales / Sales orders / Add item' which prevented any of the attributes from being displayed in the 'Attributes' section of the 'Add item' form. |
| Sales | Price quotes | Fixed an issue on the 'Sales / Price quotes' grid which prevented the 'Customer category' filter from filtering properly. |
| Sales | Sales orders | Added a new 'Attributes' column in the 'Items' section of the 'Sales order' form (Sales /Sales orders / Add/edit sales order) which displays the sales order items' attributes. |
| Inventory | Item types | Fixed an issue when managing item type custom attributes via 'Inventory / Item types / add/edit item type' which caused the attribute-fields to only be editable a single time when repeatedly switching between the attribute fields. |
| Inventory | Purchasing | Added a new functionality to the 'Item type' field from the 'Add/Edit purchase order item' form (Inventory / Purchasing / Purchase order) which also allows filtering based on item type's vendor code (Vendor SKU) when specifying the item type of Purchase order items. |
| Production | Job orders | Fixed an issue which caused an error to be thrown when adding job items with variant subitems after changing the variant on the subitem. |
| Production / Sales | Job orders / Price quotes | Fixed an issue when adding items with multiple level subitems to job orders and price quotes which prevented the lower level subitems from carrying over to the job with the correct quantities specified on their parent item type. |
| Production | JSQ | Fixed an issue on the Job Service Queue which caused job orders which were currently processing both in a job order service and in a casting tree service to be displayed on taller job cards than the standard-sized cards. |
| Inventory | Multiple | Fixed an issue on item types with custom attributes which prevented the attribute values from being displayed when adding them as purchase order items via 'Inventory / Purchasing' or when editing the item types via 'Inventory / Item types'. |
| Inventory | Inventory | Fixed an issue on the 'Inventory' which caused the 'Total cost' to be displayed as a negative value for outgoing inventory movements even when the 'Display total cost as negative on outgoing movements' admin setting had been disabled. Also made an optimization change on the 'Inventory history' tab which should no longer cause the tab to be blank and load excessively slowly after opening th tab. |
| Administration | Custom attributes | Fixed an issue which prevented item type custom attributes from taking into account the mandatory/optional settings from being taken into account according to how the settings were specified on each form. The custom attribute mandatory/optional settings can be managed via 'Administration / Custom attributes / Edit custom attribute / Visibility settings section'. |
| Inventory | Item types | Fixed an issue when adding new item types via 'Inventory / Item types' which caused the 'Sales price' and 'Total price' of the item type to display a large negative number instead of '0' before specifying the 'Base price'. |
| Reports | Multiple | The 'Image' column from the 'Joborders list, Open joborder list, Cancelled job list, Jobs by priority and In production' reports has been removed. Additionally, a 'N/A' value is now displayed in the filters section of the following reports when that filter was not specified: 'Cancelled jobs summary, Delayed jobs, Customer list, Price quote list, Inventory stock summary, Rejected jobs, PQ summary by customer, Jobs completed, Jobs duration summary'. |
| Reports | Sales by customers report | The 'Sales by customers report' has been redesigned and now also displays the applied filters. The following filters are available: 'Sales date from/to, Customer, Customer category , Total value more/less than'. The following information (columns) are displayed: 'Customer, Total nr. of jobs, Total value of jobs, Value of new jobs, Value of processing jobs, Value of finished jobs, Invoiced amount'. |
| Multiple | Multiple | Fixed an issue when creating sales orders via 'Sales / Sales orders' which caused the 'Customer' field to be blank when logged in with 'Sales representative' type users. Also fixed an issue which caused the 'Unit cost' to be blank when adding items to job orders, price quotes and sales orders. |
| Administration | Workflows | Corrected a typo in the name of the browser tab when managing workflow services via 'Administration / Workflows / Workflow items button' which caused the browser tab name to be 'Worklow items' instead of 'Workflow items' |
| Multiple | Multiple | Added the following new filters to the following forms: 'Sales / Sales orders': the 'Customer PO, Invoiced, Hide invoiced or cancelled Sos, Hide completed Sos, Contains item from group, Contains item type' filters; 'Production / Job service queue': the 'Contains item from group, Contains item type' filters. The 'Contains item group' and 'Contains item type' filters can be used to only display orders which have at least one order item belonging to the specified item group or item type. |
| Production | Job orders | Fixed an issue when adding item types without a 'Base price' to job orders via 'Production / Job orders / add/edit job / Add job item' which caused the 'Discount' to display an incorrect when manually specifying the 'Sales price' and which caused the 'Sales price' to display an incorrect value when manually specifying the 'Discount'. |
| Inventory | Inventory locations | Added a new 'Is default inventory location within company location' setting on the 'Location details' form when managing inventory locations via 'Inventory / Inventory settings' which can be used to assign inventory locations as the default inventory locations for their corresponding company locations. Only a single default inventory location can be specified for each company location. |
| Production | Job orders | Added a new 'Cancel job' button on the 'Job orders' grid and 'Job order detail' form from 'Production / Job orders' which can be used to cancel job orders regardless of the service they are currently processing in. Multiple job orders can be cancelled at once from the 'Job orders managment' grid by first selecting them via their selection checkboxes and then using the 'Cancel job' button. A confirmation message is brought up before the cancellation takes places. Cancelled job orders can no longer be routed or edited, however they can be invoiced. |
| Administration | Services | Fixed an issue when specifying 'Load/Unload' or 'Movement category' service inventory settings via 'Administration / Services / Inventory settings' which caused the drop-down field listing the available options to become cut off prematurely. |