2022 – March
| Module | Form | Description |
|---|---|---|
| Products | Item types | Made an adjustment when managing item types via the 'Products/Item types/Item type detail' form such that the 'Featured product on portal' field from the 'Product catalog' tab is now only available if the 'Show in product catalog' option is enabled. |
| Purchasing & Memos | Receiving | Implemented multicurrency functionality for 'Receipt of goods' documents on the 'Purchasing & Memos/Receiving' module such that item prices and costs are now also displayed in the vendors' own currencies for setups with the multicurrency functionality enabled. |
| Multiple | Multiple | Implemented sales representative functionality in Fusion, allowing users set up as sales representatives via the 'Security/Users/User detail' form to be assigned to customers as sales representatives. For job orders, sales orders and invoices belonging to customers having assigned sales representatives, the sales representative from the customer will automatically carry over to the corresponding orders. It is also possible to assign a separate sales representative user for each sales and sales order and in such cases the orders' sales representative will carry over to their corresponding invoices. |
| Inventory | Inventory | Made several optimization changes on the 'Inventory/Inventory/Item detail' form aimed at increasing the speed and responsiveness of the form when managing inventory items with very many custom attributes. |
| Production | Job orders | Added a new 'Versions' tab when managing the job item quantities via the 'Production/Job orders/Enter item quantities' form. The tab records the history of the changes made by users to the job items' quantities by recording a version with the job items' quantities before a user has opened and saved the 'Enter item quantities' form. This functionality allows users to view the initial job item quantities and every changes made to them. |
| Purchasing & Memos | Incoming consignments | The 'Purchasing & Memos/Incoming consignments' form has now been split into two separate 'Items' and 'Memos' tabs, similar to the functionality on the 'Outgoing consignments' form. The 'Items' tab lists each incoming consignment item separately and allows users to take separate actions for each item. The 'Memos' tabs lists all the separate incoming consignments, and allows users to take actions that affect all the items of a specific incoming consignment. |
| Sales | Customer credits | Implemented customer location functionality on the 'Sales/Customer credits/Customer credit detail' form. This allows users to create customer credits for separate customer locations via a new 'Location' field that is displayed when selecting a customer that has customer locations assigned to it. The 'Sales/Customer credits' list now also includes a 'Location' column that shows the customer location for such credit memos. |
| Sales | Invoices | Implemented Bulk-actions functionality on the 'Sales/Invoices' form, allowing users to Download, Print, Delete and Pay for multiple invoices simultaneously by selecting them using the selection checkboxes and afterward selecting the desired action via the new 'Bulk actions' button from the top of the grid. Additionally, the 'Email', Ship' and 'Pay' buttons from the top-right corner of the form have been removed and consequently the single 'Actions' button now also includes these options that can be performed for separate invoices. |
| Sales | Price quotes | Implemented a multi-order type functionality when creating price quotes via 'Sales/Price quotes' such that the 'Create new' button is now a dropdown button that allows users to select and create multiple types of price quotes, such as regular price quotes, repair price quotes, etc. This is similar in functionality to the already existing multi-order implementation on the 'Production/Job orders' for job orders, and is only available on setups where such functionality has been requested and enabled via the database. |
| Multiple | Multiple | Implemented a new 'Send emails via local email client' admin setting. When enabled, users are able to email job orders, sales orders, price quotes and invoices via their local email client instead of the Fusion email client. Please note that due to security concerns, files cannot be automatically attached in the user's local email client, however users can still manually upload any attachments they may wish to send. |
| Multiple | Multiple | Implemented new visibility settings functionalities for custom attributes such that users may determine whether order item attributes are visible on price quotes, sales orders, purchase orders along with their corresponding order item forms. The functionality can be accessed via the 'Configuration/Custom attributes/Custom attribute detail/Visibility settings' form, where users may toggle the attribute visibility for each order form. |
| Sales | Invoices | Fixed an issue when adding inventory to invoices via the 'Sales/Invoices/Invoice detail/Add item from inventory' form which caused the measure units for secondary quantities to be displayed incorrectly. |
| Sales | Credit memos | Implemented a new functionality that allows users to add invoice items to credit memos via the 'Sales/Credit memos/Credit memo detail/Customer credit item details' form. A new 'Invoice' field has been added to this form, allowing users to select an eligible invoice belonging to the customer. After selecting an invoice, a new table is displayed with the invoice's items and which users may select and add to the credit memo. All of the selected invoice items' properties, such as item type, prices, attributes, etc. will carry over to the credit memo item. |
| Inventory | Inventory | Added a new 'Allow manually created outgoing movement for negative total quantity items' admin setting. When enabled, users are allowed to manually create outgoing inventory movements for item types with negative available inventory quantities via the 'Inventory/Inventory' form. |
| Sales | Price quotes | Added a new 'Versions' tab on the 'Sales/Price quotes/Price quote detail' form when managing price quotes. The 'Versions' tab can be used to save, view and restore price quotes to a previous state ( version). New versions are saved with the current price quote's information (customer, services, items, prices, attributes, etc.) Restoring a previous version will replace the price quote's current information with the previous version's information. |
| Inventory | Inventory | Added a new 'Preload attributes on Inventory Reconciliation form' admin setting, which can be used to determine whether the item types' default attributes are loaded or left blank by default when adjusting inventory item quantities via the 'Inventory/Inventory/Inventory rencociliation' form. |
| Inventory | Inventory | The 'Inventory tag' report, printable via 'Inventory/Inventory/Inventory history', is now also printable via the 'Inventory/Inventory/Current inventory' tab. |
| Products | Item types | Fixed an issue when adding item types to the inventory via the 'Products/Item types/Actions/Add to inventory' form which prevented the item types' quantity fields from displaying their corresponding labels. |
| Production | Job orders | Added two new 'Contains Item SKU' and 'Customer WO number' filters on the 'Production/Job orders' form, which can be used to filter job orders by items containing specific 'Item SKU' values and job orders with a specific 'Customer WO number'. |
| Production | Job orders | Added a new '{PQ_NUMBER}' auto email parameter which can be used by email templates used by job orders and job order services to automatically insert the job orders' corresponding price quote codes in cases when the job orders had been converted from price quotes. |
| Purchasing&Memos | Purchase orders | Added a new 'Origin order' column in the 'Items' grid of the 'Purchasing&Memos/Purchasing/Purchase order detail' form, displaying the codes of the job orders or sales orders from which the purchase order items were generated. |
| Sales | Sales orders | Fixed an issue on the 'Sales/Sales orders/Items' form which prevented service items and tax items from being hidden. Also added a functionality when invoicing sales order items via the 'Pull and invoice stock items' conversion option such that tax items found on the same sales order as the sales order item being converted will also automatically carry over to the corresponding invoice. |
| Administration | Auto emails | Added a new '{METAL}' auto email parameter which can be used by email templates used by various orders to automatically insert the order items' corresponding metal subitems' codes when emailing the orders. Auto email templates can be managed via 'Administration/Auto emails'. |
| Production | Casting trees | Added a visual workflow diagram to the 'Production/Casting trees/Casting tree detail' form, similar to the one already implemented on the 'Production/Job orders/Job order detail' form. The workflow diagram makes it easier for users to see the current state of casting trees throughout their workflows, such as what services it has gone through, the current service, and remaining services. |
| Production | Job orders | Added a new 'Ref #' column on the 'Production/Job orders' form, which displays the corresponding sales order or price quote code for job orders that had been converted from sales orders or price quotes. |
| Production | Job orders | The 'Available quantity' from the 'Items' grid of the 'Production/Job orders/Job order detail' form, showing the available inventory quantities of job items, has been adjusted to now also take into considerations the 'Location' of job items. For job items with a 'Location' value, the 'Available quantity' column now displays the available inventory quantity in the corresponding inventory location. For job items without a 'Location' value, the 'Available quantity' displays the available inventory quantity in all inventory locations. |
| Sales | Multiple | The order in which sales orders and price quotes appear on the 'Sales/Sales orders' and 'Sales/Price quotes' forms has been changed such that the most recently created sales orders/price quotes now always appear at the top of the list, regardless of the code format that they use. |
| Sales | Price quotes | Added two new 'Cancelled' and 'Inactive' price quote statusses which can be used when managing price quotes via the 'Sales/Price quotes' and 'Sales/Price quotes/Price quote detail' forms. Price quotes from any status can be placed into 'Cancelled' status. Price quotes in 'Cancelled' status may be placed in either 'New' or 'Inactive' status. Price quotes in 'Cancelled' or 'Waiting for approval' status can be placed into 'Inactive' status. Price quotes in 'Inactive' status can be placed into 'New' status. Also added a new 'Hide completed & cancelled PQs' filter on the 'Sales/Price quotes' form, allowing to show or hide price quotes that are in 'Completed' or 'Cancelled' status. |
| Sales | Price quotes | Added a new 'Keep original PQ code upon PQ copy' admin setting. When enabled, copying price quotes via 'Sales/Price quotes' will no longer generate a new price quote code for the copy and will instead retain the code of the source price quote. Copied price quotes will also include a '- |
| Production | Job orders | Fixed an issue when managing job order item quantities via the 'Production/Job orders/Enter item quantities' form which prevented the 'Weight', 'Quantity' and 'Quantity2' columns from using the corresponding job items' decimal precisions specified on the job items' item groups. |
| Multiple | Multiple | The header of the 'Notes' tab from the detail forms of job orders, sales orders, price quotes and casting trees now indicates the number of notes contained by the order/price quote/casting tree. |
| Sales | Invoices | Added a new 'Generate inventory movement for JO items - upon manually adding JO to invoice' admin setting. When enabled, saving invoices via the 'Sales/Invoices/Invoice detail' form containing manually added job orders via the 'Add job' button will automatically subtract the job items' quantities from the inventory upon saving the invoice. |
| Purchasing&Memos | Purchasing | The 'Purchasing&Memos/Purchasing/Purchase order detail' form when managing purchase orders has been visually redesigned and had some of its fields re-arranged to make it more user friendly and intuitive to use. |
| Production | Job orders | Added a new 'Order code can be edited' job order setting, accessible via 'Configuration/Misc settings/Document types/Job order'. When enabled, the 'Code' of job orders can be manually edited by users. |
| Multiple | Multiple | Implemented the 'Required document' service type functionality in PIRO Fusion, which allows users to specify a required document (such as purchase orders or receipt of goods) along with the required document's status for job orders upon starting or finishing a specific service. The required document and status can be specified via three new corresponding columns for each service via the 'Configuration/Services/Service type inventory settings' form. Job orders can only pass through such services if they have a corresponding document (purchase order or receipt of goods) in the specified required document status upon starting or finishing the service. |
| Dashboard | Dashboard | Fixed an issue on the 'Dashboard/Delayed job orders' table which prevented the time values shown in the table from being formatted according to a 'Days, hours, minutes' format. Also added two view modes to the table: a 'By current service' view mode that shows the job orders' delays based on their current service's estimated finish time, and a 'By order date' view mode that shows the job orders' delays based on their due dates. |
| Sales | Sales orders | The 'Sales/Sales orders/Sales order detail' form when managing sales orders has been visually redesigned and had some of its fields re-arranged to make it more user friendly and intuitive to use. Also added a new 'Vendor' column on the 'Sales/Sales orders/Items' tab, allowing users to change the default vendors of the sales order items' item types. Added a new 'Add item' option to the 'Sales/Sales orders/Orders' tab's 'Actions' button, allowing users to more quickly add items to specific sales orders. |