Accentis Enterprise V6.07

Transcription

Release Notes
Release v6.07, October 8, 2012
What’s new in this version?
New and improved layout of workorder screen
The layout of the Work order form has been modified to shows a summary status panel on the right of the front screen.
This panel brings all quantities and costs into the one area in a more logical layout and also provides a more complete
representation of the cost each for items built on the work order. A work order status label has also been included that
replaces the “* COMPLETED *” label with Not started, In progress, Partial and Complete.
There is also a new feature that allows you to put a workorder “on hold” which prevents any more work from being done
to the workorder temporarily in the case of a production fault or parts QA issue that needs to be resolved.
Finally, a production schedule link has been added to easily track the work order back to a production schedule dynalist.
Previously, it was possible to create a production run (e.g. a weekly production schedule) and add workorders to that
production run, but there was no convenient link on the workorder screen to go back to the production schedule.
Stock items can be added directly to a Sales Invoice without requiring a Sales Order
It is now possible to add stock items directly to a Sales Invoice, combining the convenience of point of sale with the
benefits of the order/dispatch and invoicing process. Previously, only non-stock items could be added manually to a sales
invoice. This new feature allows you to put additional items directly on the invoice when, for example, customers arrive
in person to pick up goods and want to also take additional stock items. This feature also allows you to run a simple
invoicing system that manages inventory control without having to go through the order and dispatch process and
without having to process a point of sale receipt.
This new feature is controlled by a system preference
which, by default, is disabled so that existing Sales invoice functionality remains unchanged. Our recommendation is to
use the usual Order/Dispatch/Invoice process when goods are not being dispatched directly with the invoice so that
inventory control procedures are not bypassed, and as such this new feature is combined with an additional system
setting that allows you to prevent negative stock quantities form occurring due to invoice-based stock dispatching.
Copyright © 2012 Accentis Pty Ltd
Release Notes
Workorder routing now allows labour time estimate per batch rather than per single item
Each item or workorder route specification allows the user to specify how much labour or workcentre time would be used
per item made. While this is perfect for discrete manufacturing of larger products, it is not as easy to manage where you
have continuous or batch production where for a batch of product made, the amount of time is a constant regardless of
the quantity (e.g. mixing product in a mixing vessel will take a certain amount of time regardless of how full the vessel is).
It is also convenient to know that while it may take 2 hours to mix a batch of product, the maximum volume that can be
mixed determines how many batches will be required to produce the full quantity.
A new feature in the routing of Inventory (and also carries across to workorders) allows you to specify the maximum
quantity or volume of finished product to which a particular route applies:
In the example shown, a Max W/O Qty has been specified, indicating that up to 100 litres of finished product can be
mixed for this route and still only take 2 hours, before another 2 hour mix is required for additional finished product. If a
Max W/O Qty is specified for a route, then it indicates that the estimated time for the route is constant until the quantity
being produced exceeds the maximum, at which point another lot of time will be required.
Another example of this would be curing or baking product in an oven. A Max W/O Qty of 200 for a meat pie baking route
would mean that any number up to 200 pies can fit into the oven but would still take 2 hours regardless. Any quantity
over that would be another full 2 hours up until a quantity of 400, etc.
This significant change will allow production schedulers to more accurately schedule machine time for fixed-time routes.
Sales: Create a Point of Sale invoice directly from a Sales Quotation
It is now possible to create a Point of Sale invoice directly from a Sales Quotation, pre-filling it with all of the details from
the Sales Quotation. This combines the process control of Sales Quotations with the ease and flexibility of simple point of
sale invoicing.
Income tax for pay items can now be calculated over a specified payment period (e.g. commissions)
It is now possible to specify a payment period for individual pay items over which income tax should be calculated. This
allows new functionality to be incorporated such as paying employees commission with tax spread over a given period
rather than taxing as a lump sum on a specific pay run.
The calculation used is a “marginal tax rate” calculation which takes into account the increase or decrease in tax based on
the extended tax period for the item in question. If you require further information in the marginal tax rate calculation,
please contact our support team.
Release Notes
Payroll: Pay item descriptions can now be modified on a pay run
Every pay item added to a pay run can now have its description modified directly on the pay details, allowing you to make
special notes or annotations on the pay run specific to a pay item. These modified pay item descriptions then appear on
employee’s pay advice, allowing more flexibility and clarity in detailing what each payment amount represents. An
example is sick pay, where you may modify the pay item description to read “Sick pay (1 day only, no certificate)”.
New time-saving features on search results lists
New time-saving features have been added to search results lists that will help simplify processes and automate common
tasks.
Click to dispatch this order
Click to print picking ticket
•
Start new data entry from a report hyperlink. It is now possible to create new records directly from a search
results list. A good example of this is listing un-invoiced dispatches and clicking on a hyperlink to go directly to
the invoice for the dispatch, but there are many other examples where a new record activation may speed up
processing and data entry time. Some standard reports have been changed, but you may find examples of
where you would like this incorporated into your reports to speed up your processes so don’t hesitate to ask us
to modify your own reports as required.
•
Run a printable report (e.g picking ticket) directly from a search results list. An example of this feature would
be to have a Sales Invoice report hyperlink directly on a sales invoice listing, allowing you to generate a copy of
the invoice immediately without first having to go to the Invoice record and then the report menu.
Release Notes
Option to prevent negative stock on Point of Sale transactions
Previously, if there was not enough stock of an item when updating a Point
P
of Sale Invoice, the stock quantity was
allowed to go into negative values. This was the only situation that Accentis Enterprise allowed negative stock so as to
not prevent the Point
int of Sale operator from completing the transaction while they were there with a customer. A new
Accounts receivable system preference has now been added that stops this from occurring.
When enabled, the user now receives a warning if they enter a quantity on a POS Invoice that is more than the current
cur
quantity in stock. If they attempt to update the POS Invoice without correcting either the quantity in stock or the
quantity on the POS invoice, they will be shown an error explaining that the stock quantity cannot fall below 0.
This allows you to implement processes whereby the POS operator must address the issue of stock before continuing the
transaction, thereby ensuring that you never have negative stock values.
User-definable messages for tasks that are emailed to users
When emailing a task to a user, a pre-defined
pre
piece of text is usually included in the email to the user. It
I is now possible
to specify custom text based more closely related to the task at hand. For example, if a task is sent to
t a user to follow up
a sales quotation, the task details can now be “Quotation #1234 for Bill Smith, customer for 3 years, sales YTD $4,500”.
$4,500”
The benefit of this new feature is that tasks can be set for users that contain important information without the person
initiating the task having to type it into the task details each time.
By default, all task text will be the way it was originally unless
un
changed – please contact us and ask what your options are
if you would like to start using this new feature.
Support for reversing recurring entries
The recurring entries function (e.g. recurring journals, sales invoices, payments) has been
extended to include a reversing flag for accrual or similar entries. This new feature makes
it very easy to add accrual journals whereby on the first of the next month, they will be
reversed again. The reversing flag can also be used for a variety of other applications
appli
that
require a recurring action to be reversed at a later date.
The Accrual option at the top of the form allows easily selection of the reversing flag and
the first day of the next month.
Support for user-definable
definable mandatory flag on form fields
Previously the mandatory status of form fields was a built-in
built property – that is, it wasn’t possible to change whether or
not a data field on certain forms was mandatory. A new configuration feature has now been added that allows you to
define additional data fields on forms that you would like to be mandatory (i.e. that user must fill them in prior to
updating the form). Examples of this might be the Customer’s phone number or a Sales Order Project reference.
Create one-off
off items directly from a new work
wo order.
It is now possible to go straight to a workorder and by pressing CTRL-O
CTRL O in the item code field display the one-off
one
item
form to create a new one-off
off item. This allows you to set into production a new one-off
one off item without first requiring a
sales order to create it.
Date range available in Requirements report.
The inventory requirements report is one of the most
important reporting tools available in Accentis
Enterprise (CTRL-SHIFT-R
R from main window and then
type SA3985) and this has been enhanced
enh
to include a
requirements date range.. Now you can elect to draw
from data only where the source demand is between
a nominated date range and exclude long-range
long
forward orders. For example, if you need to know
only what will be required within the next
n two weeks
or in a month from now, this is easy to show using the
date range feature.
Release Notes
Contacts can be associated with specific functions
When contacts are added to customers or suppliers, it was only ever possible to nominate a contact as being a “sales” or
an “accounts” contact. This meant that when certain reports such as Sales Orders or Statements were emailed to people,
Accentis decided whether or not to use the sales contacts or the accounts contacts for the customer/supplier. It is now
possible, for each contact for a customer or supplier, to nominate which functions that contact will be associated with
and therefore which reports they will receive when emailed.
For example, it is possible now to have a contact for customers for each of Sales Quotes, Sales Orders, Sales Invoices and
Statements, with each report being emailed to a different person or department if necessary. This gives you incredible
power and flexibility to define functional roles for each contact and save time when emailing or generating contact lists.
Option to drill into assemblies when creating purchase orders for items
When creating a purchase order for items on a Sales Order, it is now possible to
elect to drill into assembly items and order the component items instead of the
top-level kits. This feature can be used to simplify purchasing for a make-toorder environment or where kits are being used as grouping mechanisms for a
set of saleable components.
The layout of the options have been improved so that it is clear whether or not all
items are being ordered or only those that are required (including current
quantities in stock).
Place a work order “on hold”
Work orders can now be placed “on hold” to prevent any further transactions from occurring for them until further
notice. This feature has been introduced to allow better flexibility of production planning in the event of work orders for
which materials have run out, quality assurance checks have failed or because staff are no longer available to complete
them.
A work order that is on hold:
•
Will show a status label of On Hold
•
Will have a memo automatically added to
indicate it was placed on hold
•
Will not allow any stock transactions of any
kind to occur in relation to the work order
(including being unable
to remove the last action)
•
Will not allow any timesheets to be entered
against the work order
Release Notes
Improvement to Dynalist management
The dynalist management has been improved to allow a more comprehensive definition of the Dynalist types, whereby
the type of dynalist defines a name, the function to which it applies as well as the report used to display the contents.
The following features have been added as a result of these changes:
•
•
•
•
The dynalist type now defines the type of records that the dynalist can contain (e.g. customers, work orders).
For example, you can create a Dynalist Type called Production Schedule that can be used to create a list of
workorders each week that will be set for production.
The Dynalist Type has a special option which enforces that any data items contained on the dynalist (e.g. a
workorder) cannot appear on any other dynalist. This is a very important change when you want to ensure that
a work order can only appear on one production schedule
Special linking features on the Dynalist Type allow you to specify that when added to the Dynalist, each data
item (e.g. a workorder) is to be linked via a nominated database field back to the source dynalist.
The name of the dynalist window now reflects the name of the dynalist type. That is, when displaying a dynalist
that is a production run, the title of the Dynalist manager shows Production Run.
For more details or a brief training session on how you can get the most out of dynalists, please contact our support
team.
Manually override scheduled dates on recurring actions
Users now have the ability to click on each recurring action entry in the Recurring action list and manually select a new
Scheduled date. Once selected, the scheduled date is then used as the record date when that recurring entry is
processed. This new feature makes it possible to adjust the processing date of any scheduled entries without having to
first process and then go back to the record to adjust the date, saving time and streamlining the recurring actions task.
Release Notes
Execute an external program using Accentis data (e.g. phone system auto-dialler)
An innovative enhancement has been introduced as a global feature to the Accentis Enterprise interface: any data field
(i.e. text box) can initiate execution of an external Windows program which will pass the data into it and take an action.
This has been designed as a multi--purpose
purpose tool primarily for phone system diallers but is flexible enough to cater for a
variety of different applications. Some examples of its use are:
-
Put your cursor in the phone number field of a contact or a customer and simply press the hot-key
hot
combination to
dial the customer’s phone number straight into your phone system
Put your cursor into the GPS coordinates of a customer and launch Google Maps to locate the customer’s address.
The hot key CTRL-SHIFT-D
D is used to launch the application specified in the settings in System Preferences.
Automatic batch/serial number specifications when creating goods with work orders
When a work order creates finish ed product s that are serial or batch tracked, there are now new options available that
determines the format used when serial or batch numbers are automatically assigned to newly created goods.
This new and improved flexibility allows you to define your own customised numbering format using built-in
built values such
as the current day of the week or a production schedule (dynalist) number.
Items on a Sales Order can have a negative quantity
It is now possible to specify items on a Sales order with a negative quantity (subject
(subject to an option on the inventory details
itself specifying that you are allowed to “over dispatch” the item) and then dispatch this quantity. This new feature is
perfect in situations
ations where the order involves swapping of components at the time of dispatch.
For example, a customer may order equipment that comes standard with a 5m hose, but at the time of dispatch, the
customer requires a 10m hose instead. In this example, the sales order would contain -1
1 x 5m hose and +1 x 10m hose so
that at the time of dispatch, a 5m hose is “returned” to stock and a 10m hose is dispatched.
Release Notes
Other new functions or features
•
Custom data fields supported on Work orders. Work orders now supportt a Custom Fields tab allowing userdefinable data fields to be added to enhance the information you store about work orders. For example, data such
as Quality Assurance checks, company-specific
company specific work order checklists or critical information such as measurements,
measure
yields or readings related to the item being manufactured.
•
Custom data fields supported on Stock Transfers. Stock transfers now also support custom data fields, giving you
the ability to add data fields to capture specific areas of your process for stock transfers, for example the Expected
date of return or the person who signed off on the goods when the arrived.
•
Saving layout of searches also saves check lists.
lists. When saving the layout and filters for an Accentis report, selected
values in checklists and drop-down
drop down box filters are now saved and reinstated next time the report is opened. This
feature now allows you to select a combination of entries in a checklist filter such as members of your sales team or
warehouses
uses that are in use (as distinct from a QA or offsite warehouse).
•
Point of Sale receipt now allows cheque information.
information. The POS Receipt form now allows entries of Cheque details,
including Drawer, Cheque #, Bank and Branch.
•
Send emails to a list of customers
custom
without having to attach a report. Emails can now be sent to a list of contacts,
customers or suppliers by using the standard report mechanism but with no actual PDF report attached. This new
feature will allow a “report” to be defined that has an email subject and header text that can be used as an
automated email from a list of search results. From a CRM perspective, this new feature opens up a wide variety of
possibilities for sending standard or template emails.
•
Purchase order prepayment amounts are
a now displayed on the pre-payments
button.. When the Purchase Order prepayments button is clicked, the Purchase
order form now displays the date and amount of each associated pre-payment.
pre
•
An email address field has been added to the Customer form’s Addresses section (Invoice addresses only).
only) This
allows an individual email address to be specified for each different invoice address. When selecting an invoice
address on the Sales quote, Sales order,
ord and Sales invoice forms, this email address (if specified)
specif
is then
automatically filled in along with the other address details.
details
•
SMTP emails can now be directed to a non standard port.. The SMTP port can now be appended to the SMTP Server
System preference using the format SMTPServer:Port to force emails to be sent to a non-standard
non
SMTP port. This is
important when system security measures are put in place to block standard SMTP access.
•
Work orders can be created directly from Sales Quotes.
Quotes A new menu item called Create Work orders for this
t Sales
Quotation has been added to the Sales quotation form that will allow a Work order to be started for each assembly
(kit) on the Sales quotation. This feature is perfect for companies who use work-orders
orders as a service mechanism to be
billed directlyy using a POS Invoice rather than moving through the traditional Sales Order / Dispatch / Invoice
process.
•
Sales Invoices can be created directly from a Work Order.
Order A new menu item has been added to the Work order
form that initiates a new Sales invoice and
and fills in Customer / Job / Item / Warehouse / Comments automatically.
automatically This
feature introduces greater flexibility in your operational process flow, allowing you to use Work Orders as the
primary service tool and invoice directly after completion.
•
Dispatches
hes can be created directly from a Work Order.
Order For any Work order that has a Sales order reference,
reference a new
menu option has been added that will initiate a Dispatch directly from the Work order. This feature streamlines the
make-to-order
order process flow by eliminating
eliminating the step of having to go back to the Sales Order to start a dispatch of
goods that have just been produced specifically for a Sales order.
•
The Sales invoice form now includes Our Contact. In a similar way to the Sales Order, the Sales Invoice form now
has its own contact reference allowing you to specify the sales contact (as distinct from the person who entered the
invoice). If the Invoice is generated from a Sales Order, the existing Sales Order contact will be carried across by
default.
•
Customer/supplier
tomer/supplier EFT reference text used for automatic account reconciliation.
reconciliation. When an account reconciliation is
performed using the Auto Match feature against a downloaded bank statement, Accentis Enterprise uses intelligent
matching against the corresponding
corresponding EFT reference text fields to determine which customer or supplier the
transaction relates to. This feature, when coupled with correct data, makes account reconciliation auto-matching
auto
very accurate and saves a significant amount of time.
•
Credit card details on the Receipt form are no longer mandatory.
mandatory When selecting "Card" as the payment method
for a receipt, the card details are no longer considered as mandatory fields and can be left empty if required.
required
Release Notes
•
New option to remember details of last receipt. Previously, any new receipt added for a customer would bring
across the payment details of the most recent receipt for that customer. While this was perfect for regular
customers, it was not appropriate for customer codes designed to capture groups of customers such as CASH,
RETAIL, etc. An option is now available on the Customer form that determines whether or not the details of the last
receipt (e.g. Credit card details) are recalled when adding a new receipt for the customer. By default, this option is
turned on when creating a new customer record.
•
A new Accounts Receivable system preference has been added that determines whether credit checks are
performed when dispatching. This allows checks to be turned off on dispatches, while still leaving them on for other
functions. Combined with an appropriate sales process flow, this feature can prevent stores staff from knowing
about or being interrupted by credit checks at the point of dispatch.
•
When performing an auto-match on the Account reconciliation, a progress bar has been added to provide feedback
to the user in cases where the auto-matching process may take some time to complete.
•
When creating a Sales order, if there is no explicit delivery address available for the customer then the business
address is used instead. In this instance, the delivery address phone and fax are filled with the main business phone
and fax numbers where previously they were left empty.
•
Drop down list box data simplified. When drop down fields are filled for data such as product group or warehouse
the format Code:Name has traditionally been used. In this version, the format has been simplified so that if the code
and the name are identical, only the code appears.
•
Stop credit checks are now performed for POS Invoices. This follows recent changes that allowed POS invoices to be
placed "On account".
•
The question regarding whether to create a new job when converting a Quote to an Order/POS Invoice has been
removed. Since Jobs can now be made mandatory, there is no need to prompt the user as they are told if required
when updating the Order/Invoice
•
The Sales Enquiry form has been modified to allow a Sales quote to be generated regardless of whether a customer
has been specified for the Enquiry.
•
When adding multiple items to a warehouse via the warehouse form, a status box is now displayed to show the
progress of the action.
•
Reconciled DR and Reconciled CR value labels have been added below the Accentis transaction list on the Account
reconciliation form to help reconcile against bank statement totals
•
The Priority option on Memos & Tasks has been expanded and changed from a 3 level * based system to a 4 level
text based system (Low / Medium / High / Urgent). This helps clarify the level of importance.
•
A new button has been added to the Delivery details tab on the Purchase order form that automatically copies the
delivery address from the linked Sales order – ideal for drop-shipments (the button is only available if a Sales order is
linked to the Purchase Order). In conjunction with this change, the existing button on the Delivery details tab of the
Purchase Order now allows any address to be selected, not just those from suppliers
•
A Customer Terms label has been added to the Sales Quote and Sales Order forms, beside the Customer field. This
field is in the same position as the Customer type field, so users must decide which field they would prefer to see. By
default, the Customer type field still appears, but for those customers who would prefer to see the customer’s credit
terms instead then a small configuration change can make this happen.
•
A new PC specific system preference has been added that signifies that the PC is a shared POS terminal. When
enabled, this option causes the Entered by field on the POS Invoice to remain empty when a new POS Invoice is
started, forcing the user to either scan their staff card or select the appropriate user name from the list.
Release Notes
•
Support has been added for scanning a user barcode while the POS Invoice form is open. In this situation, the
scanned user appears in the Entered by field. This action occurs regardless of any other system preferences
controlling who can or can’t modify the Entered by field.
•
The Process recurring actions screen has been expanded to now display the Customer / Supplier name for each
recurring Sales invoice, Supplier Invoice and Payment included in the list.
•
The existing menu items that allow a Purchase order to be generated from a Sales order have been combined into
a single menu which shows a selection window, allowing different conversion options to be selected. This change
has been made to simplify the Action menu and to clarify exactly which course of action will be taken when certain
options are selected. This new feature combines the option to drill into an assembly and order the components
rather than the assembly itself.
•
More flexible HTML encoding on outgoing emails. Any outgoing email from Accentis Enterprise can now be easily
highly formatted simply by including HTML text in either the system preferences (for company headers or footers) or
in the report setup for a report. If any of these settings begin with the text <html> then Accentis Enterprise will
assume the following text will be treated as HTML, otherwise it will be classified as plain text.
•
After an Account Reconciliation is finished, the user now has the opportunity to manually specify an account lock
date rather than having the account automatically locked at the end reconciliation date.
•
It is now possible to change the job on a Work order providing the only actions that have been performed for the
Work order are Commits. Previously, once any actions had been performed the job could not be changed. However,
as commits do not affect job costing there is no reason to stop the job being changed if commits are the only actions
that have been completed.
•
The Production schedule # is now included in the W/O label in MMC graphical W/O view and the MMC Work order
list view.
•
When specifying a work order on a timesheet, the Description column now displays the kit code as well as the kit
description. Previously only the kit code was displayed.
Minor changes / issues resolved
•
The "PC Default POS cash on hand account" has been renamed as "Override default account for receipt of
cheques/cash". If specified, the account now acts as an override for both POS and standard receipt accounts.
•
When updating a stock item on the inventory form, if the system preference for standard costing is turned off, the
standard cost for the item is no longer saved. This stops situations from arising where a standard cost for a stock
item is being accidentally used.
•
When turning off standard costing in the system preferences, the user is now warned that standard costs for stock
items will be cleared and if they choose to continue, all standard costs for stock items are cleared when the
preferences are updated.
•
The Qty, Discount and Price fields are now able to be used on the line edit screen for standard Sales invoices.
Previously, this functionality was only available for POS Invoices.
•
Currently, as part of the End of year rollover processing all permissions except for Read access are removed to
ensure users do not make modifications without realising it. This also means that users are unable to make changes
if they actually need to. To counteract this, permissions on the Permissions function are no longer removed so that
users can re-add permissions if required.
•
The Special menu on the Customer statement report which housed the Print entire statement run option has been
removed as it was too dangerous and could lead to people emailing the entire statement run to a single customer.
Release Notes
•
Modifications have been made to the way that Employee Pay and Leave items are affected when changing
Entitlements. When a different entitlement is selected, existing Pay and Leave items now become unticked, while
the Pay and Leave items for the new entitlement are added and ticked. This same functionality now also applies
when clicking the Update all employees button on the entitlement form.
•
When creating a POS Invoice that has been generated directly from a Sales quote, the status of the Sales quote is
now updated to Won as occurs when converting to an Order.
•
The layout of forms has been updated to better handle systems using large font sizes. Previously, some labels could
become out of alignment or hidden behind other field etc.
•
The Discount structure import process has been overhauled to ensure that it better handles irregular file data such
as blank columns, blank lines and quotes strings.
•
Currently, after completing a statement run or retrieving the details of an existing statement run, only the first
customer on the run is selected. This can lead to users attempting to email statements, but only emailing the first
customer on the run. To counteract this, all customers are now selected by default.
•
Tasks for a Sales enquiry now show a reference ID, and when emailed to the assigned user, give an indication as to
which Sales enquiry it relates.
•
When starting a new pay run, the check that is performed to ensure no tax scales are outdated is now limited to only
active employees
•
Validation has been added to the bulk Print/Email confirmation screen to ensure that valid email/fax/printer values
have been specified for each entry
•
The warning that appears when specifying a serial or batch numbers for an item that is already included on another
undispatched Sales order has been limited to only serial numbers. Previously, this warning also appeared for batch
numbers.
•
Support has been added for the scanning of a customer barcode which fills in the Customer when scanned on a Sales
quote or Sales order (This now matches functionality that is available on the Sales invoice).
•
The Phone, Fax, Email and Web fields along with the Business, Postal and Invoice address fields can now be accessed
(that is, copied for pasting into other applications) in Edit mode by any users with Edit permissions for Customers.
Previously, these fields required Admin permissions on Customers to modify in Edit mode.
•
When printing Sales invoice reports, the email address specified on the Billing details of the Invoice is now used as
the default email address to send the report to (if one has been specified).
•
Issue resolved: In certain situations, it is possible for only part of the specified supplier code to be passed as a filter
to supplier quicklists rather than the whole code.
•
Issue resolved: Editing an existing payrun and modifying the details of an employee who’s total pay value for the
payrun is below the monthly super cap can lead to no superannuation being calculated for the employee.
•
Issue resolved: For A/R reports other than Quotes/Order/Invoices, the default email address for a customer is no
longer being picked up if no other email address is available.
•
Issue resolved: Trying to modify the name in Accentis of a linked document that resides under the default data
directory can result in a "Document could not be located" error.
•
Issue resolved: When an error is encountered while attempting to add a warehouse to an item on the Inventory
form, the warehouse does not appear in the warehouses list for the item, but attempting to add the warehouse
again causes another error saying the warehouse has already been selected.
•
Issue resolved: When converting a Sales order to a Purchase order where the Sales order has the same item listed
multiple times with "Tally" specifications, the quantities become combined and no longer match the tally
specification. In this situation, tallied lines should not be grouped.
•
Issue resolved: When editing information for a stock item on a Sales invoice, Stock and COS accounts can be
modified, but this should not be allowed (as for Sales orders).
•
Issue resolved: When updating a POS Invoice for an amount that rounds if paying cash, selecting the Cheque option
leaves the amount required as the rounded amount rather than returning it to the full amount.
•
When emailing a report from Accentis, the record number appended to the end of the file name has been removed
if the report was generated from the main menu. This avoids the text “-1” being added to the end of the filename
attachment.
•
Issue resolved: On the warehouse form, adding multiple items to a warehouse that has a tracking type of Not
specified causes the tracking type to be set to None rather than using the tracking type of the first existing
warehouse for the individual items.
Release Notes
•
Issue resolved: It is possible under certain windows environments for the option buttons on the Chart of appear to
become invisible. The buttons still function as expected, but can not be seen on screen.
•
Issue resolved: Some labels are being cut off on the right hand edge of the pay item form.
•
Issue resolved: When entering a new receipt, selecting the Receipt type before specifying a customer can cause the
Receipt type and Receipt into Account to become mismatched after the customer is finally entered.
•
Issue resolved: Currently when editing a Product group, the Parent field can be set to the current Product group,
causing a circular reference.
•
Issue resolved: If the specified List Price for an item is $0, Mark up on Cost type Discounts do not calculate correctly.
•
Issue resolved: When generating payment summaries, If an employee is found to not require a summary, they still
appear in the summary details list with a No summary required label. This could become confusing and make it
difficult to check details that are actually included in the generated summaries.
•
Issue resolved: When changing the entitlement for an employee, it is possible for pay items that are not part of the
new entitlement to be removed from the employee even if they have been used for the employee. This is possible if
the pay item has ONLY been used in the extended Jul-Sep period.
•
Issue resolved: Currently, the Delete button on the Sales invoice form is enabled even for Invoices that have been
receipted. The only time this should be the case is for a POS Invoice that only has POS receipts associated with it.
•
Issue resolved: When attempting to delete a Sales Invoice, there is no check being performed to establish whether
the Invoice has already been receipted. This check needs to take place for situations where users have accessed the
Delete button on a receipted invoice.
•
Issue resolved: When clicking on the Get all employees button on a payrun, employees are brought into the payrun
in what appears to be a random order. In this situation, the employees should be ordered by employee code.
•
Issue resolved: When editing an existing POS Invoice that has NOT been sent to account, you are able to select the
option to send to Account, but this has no effect and the original receipts remain.
•
Issue resolved: When processing recurring actions and creating a Sales invoice, certain fields are not coming across
as expected. These fields include... P/O #, Attention, Phone/Fax/Email, Delivery address and Shipping.
•
Issues resolved: The list of product groups shown on the Products form is currently ordered by product name, even
though it is the product code that is displayed. This can cause the list to appear unordered.
•
Issue resolved: Under certain circumstances, it is possible for the current time to be applied as the Stop time for an
open timesheet entry on the previous day when scanning via the timeclock if an employee had failed to clock off the
previous day.
•
Issue resolved: POS Receipts are not looking at the system preference that sends card receipts to cash on hand
account. Currently, specifying card as the receipt type for a POS receipt still uses the POS direct deposit account.
•
Issue resolved: On a Sales invoice, manually entering a customer that does not have explicit delivery address details
specified causes the delivery address to be correctly filled with the Business address, but the "To" field is not filled.
This should be filled with the Customer name.
•
Issue resolved: When using large fonts, some options on the Sales order screen are not displaying
•
Issue resolved: Specifying a stock transfer using a negative quantity can lead to one side of the item transaction
being performed at a cost of $0.
•
Issue resolved: Scanning an item barcode on a POS Invoice can add a pending delete item to the invoice if the item
specifies the scanned barcode in the supplier barcode field. This occurs even if there is another active item with the
same supplier item barcode.
•
Issue resolved: Reassigning item routes for kit item causes the Route numbers to be reset, but the next route
numbers do not change, leading to an error when updating.
•
Issue resolved: Timesheet entries imported via the timesheet form always appear with the default pay item, even if
another pay item has been specified in the import file
•
Issue resolved: The Display in financial reports and Disallow use options on the Accounts form do not appear when
using "Large font" settings in windows
•
Issue resolved: When two pay items cause an identical qty of leave to be accrued, but one for a positive amount and
one for a negative amount, these values can be rounded slightly differently, leading to a net accrual amount when
the values should actually sum to 0

Accentis Enterprise V6.07

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