2021 – April
| Module | Form | Description |
|---|---|---|
| Sales | Invoices | Fixed an issue on the 'Invoice payment details' form when making invoice payments which prevented the 'Customer category' from working correctly. |
| Production | Job orders | Added a new 'Inventory location' field on the 'Add/edit job item' form and a related 'Inventory location' column in the 'Items' gridwhen managing job order items via the 'Production/Job orders/Job order detail' form. The field and column can be used to assign job order items to inventory locations. For job services that generate inventory movements the new 'Inventory location' from the job items will also carry over to the inventory movements. |
| Sales | Price quotes | Fixed an issue when managing price quotes via the 'Sales/Price quotes/Price quote detail' form which prevented files uploaded into 'Generic file' type custom attributes assigned to the price quote to be lost after saving the price quotes. |
| Production | Job orders | Fixed an issue on the 'Production/Job orders/Job order detail/Job history' tab which caused the timestamps for the job routing entries to be displayed incorrectly. |
| Production | Job orders | Added a new 'Total item quantity' column on the 'Items' grid of the 'Production/Job orders/Job order detail' form, which can be used to see total quantity for each subitem, calculated by multiplying the parent item quantity with the subitem quantity. Also added an 'Available on inventory' column, displaying the job item quantity that is available on the inventory. |
| Production | Job orders | Added a new functionality on the 'Production/Job orders' grid in the form of a new 'Service inputs' option from the 'Bulk actions' button, which can be used to update the service inputs (service custom attributes) for one or multiple jobs as long as all the selected jobs are currently processing in the same service. |
| Production | Job orders | Added a new 'Next service' column on the 'Production/Job orders' grid, displaying the next service of each job order. |
| Multiple | Multiple | Implemented a new functionality on the 'Items' grid of the 'Production/Job orders', 'Production/Job orders/Job order detail' and 'Sales/Sales orders/Sales order detail' form such that job items with custom attributes having the 'Show on separate columns in lists' setting enabled will now display these attributes in separate columns on these forms. The new columns can also be used to more quickly change the order items' attribute values. Also made a change when scanning order items using the 'Scan item' field from the 'Job/Sales order detail' form such that item types with mandatory attributes can be scanned without any validation. |
| Products | Item types | Added a new 'Show rounded price field on item type detail form' admin setting under 'Administration/Admin settings/Form settings'. When enabled, a new 'Rounded price' field is displayed on the 'Products/Item types/Item type detail' form, displaying the item type's price rounded to the nearest $25. |
| Sales | Multiple | Added a new 'Create separate invoices for each sales order from SO management' admin setting under 'Administration/Admin settings/General settings/Sales orders settings'. When enabled, bulk-invoicing sales orders via the 'Sales/Sales orders/Bulk actions' button will always create a separate invoice for each sales order, regardless of whether or not they belong to the same customer or have the same 'PO#'. |
| Production | Job orders | Fixed an issue when adding item types with default inventory locations to job orders via the 'Production/Job orders/Job order detail/Add job item' form which prevented the item types' default inventory locations from carrying over to the job items. |
| Sales | Invoices | Added a new 'Apply discount to items only' option on the 'Apply discount/markup for the invoice' form when adding invoice discounts/markups via the 'Apply discount' buttons from the 'Sales/Invoices' and 'Sales/Invoices/Invoice detail' forms. When the new option is enabled, the specified discount/markup is added separately to each non-service invoice item instead of being added to the entire invoice as a whole. |
| CRM | Vendors | Fixed an issue when deleting vendors via the 'CRM/Vendors' form which caused the 'Delete vendor' form to incorrectly be titled 'Delete customer'. |
| Purchasing | Purchasing | The 'Purchasing/Purchasing' form has been split into two separate tabs: a 'Purchasing' tab, displaying the same information as before, and a 'Restock items' tab which displays item types that have inventory quantities below their specified 'Minimum quantity' value and can be used to generate purchase orders for these item tyes. |