2021 – November
| Module | Form | Description |
|---|---|---|
| Sales | Customer credits | Implemented a functionality when the 'Add sales tax to credit memo' admin setting is enabled such that the sales tax added to credit memos will also be added when adding invoice items to credit memos. |
| Production | Job orders | The 'Service' filter when adding job order services via the 'Production/Job orders/Job order detail/Services/Add service' form will now also display results matching the service types' codes along with their names. |
| Sales | Invoices | Added a new 'Pay & Print & Email' setting on the 'Configuration/Misc settings/Document types/Invoice document detail' form, allowing users to determine whether the invoice report or the invoice payment report is generated and attached to emails when using the 'Pay & Print & Email' button when making invoice payments via 'Sales/Invoices/Pay'. |
| Multiple | Multiple | Added a new 'Use HTML format' option when managing 'Long text' type custom attributes via the 'Configuration/Custom attributes/Custom attribute detail' form. When the option is enabled and the attribute is assigned to a job order, sales order or price quote, the attribute value will be editable with word-processing tools as if it were a HTML text instead of a plain text. This also allows images to be displayed on the attribute. |
| Products | Item types | Implemented 'Market based' cost functionality for item types, allowing users to set up the cost of item types as 'Market based' via the 'Products/Item types/Item type detail' form, similar to the price calculation functionality. The cost type will automatically be set to 'Market based' if the pricing type is selected as 'Market based'. |
| CRM | Customers | Added a new functionality such that a customer account # is automatically generated when creating new customers via the 'CRM/Customers/Customer detail' form. Users can manually overwrite the generated account # if they wish. |
| Products | Item types | Added a new 'Visible on customer portal' setting when managing item type subitems via the 'Products/Item types/Item type detail/Subitems/Subitem settings' form, which allows users to determine whether a subitem can be seen on the customer portal on Fusion setups with customer portals. |
| Reports | BOM report | Added a new 'Bill of Materials' item type report, printable via 'Products/Item types/Print', which can be used to print general information about the selected item types and their corresponding subitems. |
| Multiple | Multiple | Added a new 'Location' field when managing Job orders, Price quotes, Invoices and Sales orders for company type customers having multiple company locations, which can be used to specify the customer location to which the order/invoice belongs. In such cases, the billing and shipping information carries over from the customer location instead of the parent customer. Additionally, the 'Customer' column from the corresponding orders' list will now display the parent company in the first row and the customer location in the second row for each order. |
| Sales | Invoices | Added a new 'Remove discount' button on the 'Sales/Invoices/Invoice detail' form, visible if invoice discounts had been added via the 'Add discount' button, and which can be used to remove all discounts from the invoice. Also adjusted the functionality of the 'Add discount' form such that if users specify a '0' value then this will also remove all the discounts from the invoice. |
| Products | Item types | Added a new ordering-related column on the 'Products/Item types/Item type details/Subitems' tab when managing item type subitems which can be used by users to reorganize the subitems' ranks and hierarchy by dragging & dropping the subitems after clicking in the column. |
| Sales | Customer credits | The functionality for adding country and state sales taxes to credit memos has been extended to also work on setups where the sales taxes are set up to carry over from the 'PST/GST/HST percent' columns from the 'Administration/Misc settings/Sales taxes' form. |
| Purchasing & Memos | Outgoing consignments | Added a new 'Item SKU' column on the 'Purchasing&Memos/Outgoing consignments/Items' tab, displaying the 'Item SKU' value of outgoing consignment items. |
| Products | Item types | Added a new 'Limit available options for list type attributes' setting for selection-list type custom attributes on the 'Products/Item types/Item type detail/Attributes' tab, allowing users to determine the available attribute options that can be selected when adding the item type to various orders. |
| Inventory | Inventory | The 'Main info' section at the top of the 'Inventory/Inventory/Inventory item detail' form has been replaced with a new 'Item group' and 'Item type' section, which shows the item group and item type name of the inventory item being edited, even when users navigate between the form's tabs. |
| Sales | Price quotes | Extended the '{JO_ATTR[ATTRIBUTE_CODE]}' auto-email parameter's functionality such that it can also be used on the price quote email template, accessible via 'Administration/Auto emails', to automatically insert the value of price quote attributes when emailing price quotes. |
| Production | Job orders | Added a new 'Override component based prices on order add item form' admin setting under 'Administration/Admin settings/Form settings'. When enabled, the 'Price' fields from the 'Add/edit job item' form when managing job items via 'Production/Job orders/Job order detail' will now be editable by users even for item types with 'Component based' pricing. When disabled, the 'Price' field will be read-only for such item types. |
| Purchasing & Memos | Receiving | The 'Cost' and 'Price' columns from the 'Subitems' grid of the 'Purchasing&Memos/Receiving/Receipt of goods detail' form are now editable, allowing users to change the subitem costs and prices of receipt of goods items. |