2021 – May
Module | Form | Description |
---|---|---|
Purchasing | Purchasing | The 'Purchase order detail' and 'Purchase order item' forms when managing purchase orders via 'Purchasing/Purchasing' have been redesigned to use the newer layout also found on the 'Job order detail' form. Additionally, it is now possible to specify custom attributes and user notes via the new 'Attributes' and 'Notes' tab on the 'Purchase order detail' form. |
Sales | Sales orders | Added a new functionality when invoicing sales orders using the 'Pull' column and 'Pull and invoice stock items' button from 'Sales/Sales orders/Items tab' such that this invoicing option now takes into consideration the sales order items' inventory location. A new 'Location' column has been added to the 'Sales/Sales orders/Items tab' which can be used to specify the inventory location from which the sales order item is being pulled. |
Sales | Invoices | Made a functionality change to Fusion setups that sync Fusion invoices into Quickbooks such that the 'Shipping type' from the 'Sales/Invoices/Invoice detail' form now carries over into the 'Shipping to' field on the corresponding Quickbooks invoice. |
Products | Item types | Fixed an issue on the 'Products/Item types' form which cause an incorrect validation message to be displayed when attemping to delete item types that had been used on various orders. The validation message now displays the types of orders where the item had been used when trying to delete such item types. |
Products | Item types | Added a new 'Show items' filter on the 'Products/Item types' form. Filtering for 'Parent items' will show item types that are only used as parent items and are never used as subitems. Filtering for 'Subitems' will show item types that appear as subitems on other item types at least once. The 'Select' option will show all item types. |
CRM | Customers | Fixed an issue on the 'CRM/Customers/Customer detail' form which caused the 'Gender' and 'Title' values to be reset to their default after saving a customer. Also, these fields are now only available for 'Person' type customers. |
CRM | Customers | The 'Save & create order' and 'Save & create quote' buttons from the 'CRM/Customers/Customer detail' form are now available when adding new customers as well. The buttons have also been added at the bottom of the 'Customer detail' form. |
Sales | Invoices | Added a new 'Generate inventory movement for items added to invoices by quick scan' admin setting under 'Administration/Admin settings/System preferences/Invoice settings'. When enabled, the 'Generate inventory movement' setting is enabled by default when adding invoice items via the 'Scan item' field, and a corresponding inventory movement is automatically generated for the invoice item. |
Production | Enter item quantities | The 'Enter item quantities' form, used to update job item quantities via the 'Production/Quantities' button, has been visually redesigned for an improved user experience. |
Reports | Multiple | The printed 'Receipt of goods' and 'Credit memo' reports, accessible via 'Purchasing/Receiving' and 'Sales/Customer credits', have been redesigned and now use the new Fusion layout found on other reports. |
Administration | Services | The 'Administration/Services' grid used to view and manage service types has been redesigned and now uses the new layout found most other grids. Additionally, users can now quickly reorganize the service types' rank by dragging and dropping services from within the grid. |
Production | Job orders | Made the following changes to the 'Add from inventory' form when adding inventory items to job orders via the 'Add from inventory' button from the 'Production/Job orders/Job order detail' form: Added two new 'Ref No.' and 'Attributes' columns, displaying the inventory items' reference number and attribute information. Additionally, a new 'Attributes' subtab is available when filtering for an item group with custom attributes that had been set up to be used as filters. The subtab can be used to filter results based on the selected item group's attribute values. |
Production | Casting trees | The 'Casting trees' grid accessible via 'Production/Casting trees' has been redesigned and now uses the same new layout found on most other grids, such as the 'Job orders' grid. |