2022 – February
| Module | Form | Description |
|---|---|---|
| Sales | Invoices | Fixed an issue which prevented the 'Labor' section from being displayed on the 'Sales/Invoices/Invoice detail/Edit invoice item' form when editing invoice items. Also made a change on the 'Invoice detail' form such that the 'Total labor' values of invoice items can now be edited by users directly from the grid. |
| Sales | Invoices | Fixed an issue which prevented customer credit memos from being displayed on the 'CRM/Customers/Customer detail/Invoices and payments/Credit memos' tab when managing customers. |
| CRM | Customers | Added a new 'Suppress order notification' setting on the CRM/Customers/Customer detail form. Job orders routed through services set up with auto-email notifications will not send such email notifications to customers with this setting enabled. |
| Production | Casting trees | The 'Production/Casting trees/Casting tree detail' form has been redesigned with the updated visual layout found on other forms, such as the 'Job order detail' form. |
| Inventory | Inventory | Added a new 'Show Ref. No. column on Current inventory' admin setting, accessible via 'Administration/Admin settings/Form settings'. When enabled, a new 'Ref. No' column is shown on the 'Inventory/Inventory/Current inventory' form, displaying the codes of the last two documents that generated inventory movements for the corresponding item types. |
| Purchasing & Memos | Multiple | Implemented multi-level column customization functionality when managing purchase orders and receipt of goods documents, allowing users to toggle the visibility of columns on multiple levels. |
| Configuration | Misc settings | Added a new 'IC' type document on the 'Configuration/Misc settings/Job types' form, allowing users to manage the visibility and labels of fields and columns for incoming consignment type orders. |
| Configuration | Custom attributes | Fixed an issue on the 'Configuration/Custom attributes/Custom attribute detail' form when managing custom attributes which caused the 'Selection list' field for Selection-list type custom attributes to display additional, irrelevant options. |
| Purchasing & Memos | Multiple | Implemented retail price functionality for purchase orders and receipt of goods documents such that the item type retail price per unit now is also shown on purchase order items and receipt of goods items. |
| Quick add | Quick add | Fixed an issue when creating price quotes via the 'Quick add' form which prevented the item types' default attributes from carrying over to the price quote items when users did not click on the 'Attributes' button. |
| CRM | Customers | The 'Save & create order' button used to save customers and create new job orders for them from the 'CRM/Customers/Customer detail' form has been renamed to 'Save & create job order'. Also added a new 'Save & create sales orders' option that can be used to save customers and create new sales orders for them. |
| Multiple | Multiple | Made a functionality change on the 'Inventory/Inventory' form such that switching between the 'Currrent inventory' and 'Inventory history' tabs will now retain all of applied filters that are found on both tabs. Also fixed an issue on the 'Production/Casting trees' form which caused any applied filters to be lost when navigating to a separate form and coming back to the 'Casting trees' list. |
| Sales | Sales orders | Implemented a multi-order type functionality when creating sales orders via 'Sales/Sales orders' such that the 'Create new' button is now a dropdown button that allows users to select and create multiple types of sales orders, such as regular sales orders, repair sales orders, 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. |
| Sales | Sales orders | Implemented a new functionality such that item types with the 'Ignore item in sales tax calculation' setting enabled on the 'Products/Item types/Item type detail' form is now also taken into consideration when adding them to sales orders when managing sales orders via the 'Sales/Sales orders/Sales order detail' form. Sales order items with this setting enabled will no longer be taken into consideration when applying taxes on sales orders. |
| Purchasing & Memos | Purchasing | The 'Date from' and 'Date to' filters from the 'Purchasing & Memos/Purchase orders' list have been adjusted to be displayed in the same row, similar to corresponding filters on other grids. Also added a new 'Due date to/from' filter that allows users to filter purchase orders based on their due dates. |
| Inventory | Inventory | Added a new 'Item SKU' column on the 'Inventory/Inventory/Inventory reconciliation' form when adjusting inventory item quantities, displaying the 'Item SKU' values of inventory items. Inventory items with the same item type but with different 'Item SKU' values are shown in separate rows. Also added an 'Export' button on the 'Inventory reconciliation' form, allowing users to export all the data from the bottom table into an Excel file. |