Release Notes Only   2021.39/40
1. Payments will now include extra fields with information about the payment when paid by CC. Import from Evo will include these CC payment details when included in the imported order XML from Evolution.   2. External orders will now popup the payments window and allow extra notes to be added about the payment. These can be updated / removed and reentered for external payments (as now but not putting the notes in the sales order notes field - but in the payment information grid).
Without removing existing pop-up in requirement lines a new feature has been added to 'display' lines at the bottom of the screen. This will allow single lines when selected and still in required status - to be updated from a supplier grid (showing available suppliers costs, stock, lead time, preferred, account etc.). Show stock in all depots - if single depot this is not required so stock in depots can be switched on via a system key for 'show stock in requirements'. Additionally purchase cost, required date, receipt to and delivery code can be updated. The preferred supplier can also be updated or added by selecting the vendor in the grid, ticking the preferred box and saving.
Despatch notes automation: an administration option to schedule creation of despatch notes has been added. This will allow the same options as in the despatch notes available lines to be selected - with the additional feature to 'schedule' when this will run. The Print scheduler has also been updated to move print jobs to S (not N) when the despatch notes are created. At the end of the process when all despatch notes have been created - the print schedule job will run and print all the notes of printed status S in van route order (if available).
Custom buying lists can now be created in administration e.g. 'September Schools'. These can then be selected and the default requirement date (set in admin) will be applied to the sales order.  In requirements this buying list will only be visible - when selected and nothing will be allocated to this list (unless the required date is within the system key number of days for allocation) until the user selects and allocates/buys from this new buying list. The buying list in requirements can be saved to the lookup defaults.
EDI Feature for Meters: new feature added to EDI to schedule job to check daily for 'imported' meter readings and if withing 'good reading days' on that counter to use reading, start - move to 'in progress' then complete/create invoice/invoice line.
Tracking Emails: reduce send frequency to hourly (previously sent on every edi cycle and was inefficient on CPU).
See developer notes for cause of issue. If bad email address, it will create the email with blank address and put error message in subject.
Sales Credits with no lines - will now move directly to posted when using cloud financials - previously gave error as trying to post null values to financial system.
Customer Business Review - moved to sales from management - as sales persons need to be able to use this report.
Purchase order lines notes are now 1000 characters long. Previously got warning when typing into this field when 500 was reached - preventing the full size being used.
Print Scheduler now has option to move scheduled delivery jobs to a new status of S. When the system key is set / using print scheduling and create despatch note on authorisation for allocated items, these notes will also be printed and set to S - so they get printed again when the automated despatch note creation has been completed (along with the notes just created).
Stock Check: added supplier cost price to the stock quantity field. This is available for suppliers that don't provide live feed of stock prices in which case it will use the stored value for that supplier.
BugFix: depot filter in sales credits grid no longer can cause display of duplicate lines in the lookup grid.
QuickBooks: balances are now fetched on every EDC cycle - when new balances for a customer/supplier are available. These will be stored in the balances table in the same way that Sage50 currently does.
Sales invoice automation with a schedule in administration is now available - note this is only in Beta and will be tested with Beta customers before general release.
Priority 4 Customer user group job: Added progress track to the new sales quotes popup. Defaulted to 'empty' but added option to make mandatory in sales defaults. If mandatory Y then quote can't be created without adding a progress track value. Also value in the quote is mandatory e.g. if 'unset' then the quote can't be completed.
Despatch notes multi-label report - now has option to add SO number, SO reference.
FSM Meter clicks: US language and date formats updated when the US system key is set.
Sales Invoice Report: own serial number (as well as manufacturer serial number) has been added as an available field.
Company Form: when clicking on customer tab the 'link to financials' no longer happens until clicking on refresh. Details button will also refresh the aged balances.
Bug Fix: auto despatch note creation now uses the default system key to create at in-transit or outstanding (as the available items manual process does).
Sales Invoice Lookup: externally paid filter fixed now works on all choices and multi-selections
Bug Fix: shortages - - notes field extended to allow long descriptions to be truncated at 1000 characters - without breaking the shortage process.
Catalogue imports: when cost price has not changes the import no longer shows as 'terms applied' but now makes no changes.
Bug fix: add a product via the sales order by typing in a description. Users can now tick the create product button and quantity changes on the new items are now allowed.
Sales Orders: address box popup - now has language applied e.g. state, zip code etc.
Purchase Orders: when a purchase order is drop ship and it has been completed, the user can no longer delete the line (the supplier/vendor already has the order and it is being shipped to the customer directly. Previously a delete would create a despatch note to the OWN company. A return is now required - with message provides to user.
Bug Fix: mailer import permissions fixed as previously imports were sometimes blocked when the user had permission.
Creating Sales Invoices from FSM jobs now creates the despatch address (as per the FSM log) - this stopped the tax being calculated in the US.
Invoices to Branch: 2 new fields have been added to locations: Invoice company and Invoice contact. If not populated system will work as now. If populated the invoice will be created for the invoice address and invoice contact set in the location. e.g. inoice to branch. Note: all invoices will be sent to the financial system company regardless of the bill to address/contact on the individual sales invoice.
Product main grid manager; update to filter to user mailer selection when set.
Authorize.net: credit card system in US - updated to use the payment system status and full address.
PAYA credit card system in the US. Now sends address information and save on first open the type e.g. immediate, preauth.
Sales invoice despatch sub-report: added signed date and time and POD notes fields (D3 request).
Reports: Added kitting information (i.e. parts) for eligible items to SO confirmation report.
Receipt Notes: when drop ship the despatch note is created. When the receipt is completed - the despatch note is also complete for drop ship. It is now also set to printed (customers do not print these notes unless requested).
Maintenance: purchase credits - could not be moved to posted when in completed status (gave message must be in completed status).
Cash Sales: creating a new address fails if the first line and post code/zip code is the same. This now auto selects the duplicate address and does not create a new address.
Bug Fix: sales analysis report - fix to prevent error message.
Bug fix: when a sales line is on multiple invoices and the line is despatched once. When returning the item will appear multiple times in available lines. Will now return correct amount and consolidate if all selected in return note.
Reports: commission report updated to show bands, margins and nominal values (likes sales invoices) these are now included in the commission calculation and can be set to 'repaid' in the sales credit lookup.