Release Notes – 2022.01-2022.12
NEW FEATURES
SOP
Added HEADER DISCOUNT (order discount) so that a % can be applied to an order. Label for % reads: Order Discount % and the header only discount amount - for that % - is shown in a read-only field next to the discount field. Discounts on the line ONLY show the line discount – when a header discount is applied this is applied ‘after this discount’ When creating the sales invoice the total discount is shown on the lines – but sales orders and sales invoices can be printed to show header discount and net amount in the lines.
Customer Notes are now displayed in the New Order/Quote POPUP windows (as well as the sale summary notes field). This helps the user to view and consider this note when preparing new sales and quotes - a reminder when creating an order.
Sales History: sales margin has been added to the sales history grid. This enables the previous margins for items sold to that customer to be easily viewed.
Drop-ship sales orders: Items can now be added to a drop-ship sales order after authorization - following the same rules as PWD and STD. Improves management of delivery costs.
Stock Check on Sales Orders: these can now be done 'up to' invoiced status -formerly no stock check was possible once the sales order had been authorized.
Adding a line to a sales order from the webstore - where Cost Centres are mandatory - now prompts if one is NOT added (header does not have a cost center).
POP
Purchase Orders: the delivery line on PO can now be removed once it reaches Stocked status.
MOVEMENTS
Receipt Automation: a new schedule(s) can now be set that will build (as pre-book) the items that are expected. This can be set by depot, date e.g. next day, supplier, etc.
Note: a field/setting on the supplier form to allow 'auto-build' prebook receipt notes is required for automation, values Y/N default N. 'Receipt Automation Creates Pre-Book Notes' automatically on a schedule.
Auto Build Dispatch Notes: automation has been added to allow auto-build dispatch notes, users can also auto-complete despatch notes in the same automation. Administration can be set up by depot and route and other selections. When auto-printing the dispatch notes will now be printed in van route order.
INVOICING
Purchase Order Credits: Supplier returns create a new Purchase Order which does not link to the original credit. Updated links to show the original Purchase Order.
Auto-Invoicing: sales invoices can be automatically created by setting the same options as available in manual invoicing. The user can select to complete the invoice automatically as per manual operation. Filters have been updated to make the selections and dates more useable. Date profiles have been updated so when 'all invoices for that profile' have been completed the 'next invoice date' on company will be updated automatically. This includes updating of dates for companies that did not have any invoicing in that period e.g. weekly, 2-weekly, monthly - the date will be moved on to the same day 1,2 weeks later, or in the case of monthly - the last working day of the following month.
REPORTS
Till Receipt: address information field is now based on the sales order location/address if cash sales.
Reports: A NEW Customer Business Review summary (for internally reviewing sales) has been added to allow 'all companies of business groups for salespersons accounts to be reviewed (very similar to single company business review). New filters have been added for 'account manager and business group' - this allows companies to report on the whole business or a single account manager/business group using this popular report.
CRS Logs report: selection in the log/ticket has been updated to include all reports. i.e. the basic "CRS Logs" report and the "Full CRS Logs" report.
Management Report has been updated to use cost price to calculate gross profit figure - as opposed to credit values
Reporting: Sales Invoices and Sales Orders have extra fields available to show the total before discount and 'header' discount amount. This allows sales order or invoice reports to be formatted to only show the total discount (not lines).
COMPANY
New Company: the default Invoice on Authorization setting - as set in administration - is now set correctly when creating a new company.
New Company: the default tax code setting - as set in administration - is now set correctly when creating a new company.
Orderpads: duplicated products can no longer be added to an orderpad (favorite list).
Cost Centres and Customer Departments: codes increased from 20-40 characters.
PRODUCTS
Default warehouse/bin location and inventory for the logged-in user warehouse is now viewable in the main products tab.
Stock Take: previously when a stock take was outstanding - all transactions were blocked for transactions/completing notes. Now only notes that include that stock product on the outstanding stock take are 'locked' i.e can't complete until stocktake is completed.
Future Allocations: Now allows splitting of stock for future allocations and part stock can be checked in and delivered - before all the stock is available for future allocations.
Stock: Add stock levels to the existing default bin for the logged-in depot: e.g. Aisle 1, Bin 2 = 34 on the product form.
Catalog and Products: a new filter has been added to show items that have don't have product images i.e. Y/N or not set.
EDI & INTEGRATION
Logicblock/EvoX: item code that does not exist in catalog or products) and it is set to auto authorize caused the order to fail on auto authorize and instead of leaving the SO outstanding it removed item. This has been changed so that if it fails to auto authorize it will leave the SO outstanding and create a journal declaring that it failed to auto-authorize.
PrimaXML orders: these now obey the Prima automation. Previously no automation of automatically created PrimaXML orders was available.
PrimaXML orders: when creating new addresses I.e. can't match to existing addresses. The van route is set to the same as the HQ location, a van route is required for automation.
Customer EDI: Company name is now passed to the location name for Direct and PWL Purchase orders. To allow the supplying dealer to include the company name on the notes
ADMIN
Housekeeping: A new option has been added to delete error files after 15 days.
Housekeeping: A new option has been added to permanently delete archived products if the current date is more than 3 months after the archived date and the product has never been sold and it does not exist on an outstanding sales quote.
DCs (distribution centers) can now be added and updated for every depot. Once set they must be updated independently in each depot. i.e. priority ordering or cut-off times/day can be independently managed per depot (default will be the same per depot - but once updated all depots need updating).
PrimaHelp: links to Fresh Release Help have been activated via the icon '?' on the header of the Prima forms.
Van Routes: an option has been added to administration to 'not' print that van route. When set in administration - any despatch notes or automatically created van routes will then be automatically set to P for those routes set (saves paper when appropriate).
SUPPORT CONTRACTS/FSM/METER BILLING
1. Payment description can now be updated without reviewing the contract.
2. Error on creating new contract has been removed.
3. When renewing contracts that are 'not open-ended' the start, end, expire dates will only update based on a new system key - defaulted to N which means that contract dates are not reviewed (as default) when the contract is not open-ended.
4. Credit Reading on meters is now available to the same decimal places as the invoice in calculations, so the default is for exactly the same amount of credit as the original invoice regardless of decimal places.
5. On renewal of contracts the payment date can be moved to 'earlier' than the previous billing date - 'with a warning'. This allows for corrections of contract billing in previous periods. Note: if the date is moved back - it's possible to double invoice the customer for a previous invoice period. This is useful for corrections of contract date and amounts, which are now allowed (with a warning).
6. A counter can removed / deleted. This will delete and remove history - 'with a warning'.
7. CRS lookup - you can now search the contract item’s location address in the multi-search field in the CRS lookup.
8. Contract lookup: we've added a contract description to the lookup filters to make it easier to find contracts/line items.
PRIMA GO
PrimaGO Authorisers at location level: you can now add location/branch authorizers in the location/address form. If location/branch authorizers are added these will take priority in authorizing any web orders for that location/branch. If no location authorizer is present - web authorization will continue as now. Filters have been added to location and contact lookups, to easily find contacts/locations that need updating.
PrimaGO Payments on the web: Invoice payments on the web are now available to users that have permission to view invoices. Invoices can be selected from a list and paid - this will automatically update Prima and Quickbooks on the next EDC connection.
Webstore Authorisers: new location authorizers. This feature has been updated so that location authorizers have priority over contact authorizers and emails will be sent to the correct location authorizer.
FIXES & UPDATES
Import Fix: Company Location import, as well as Department and Cost Centres imports, failed if the account code in Prima was not upper case.
Fix: multiple values in classifications were being ignored after a maximum of 50 characters.
Payment Fix: Taking an 'immediate' credit card payment after authorization - meant the payments status on the invoice did not move to paid. This now automatically happens whenever the invoice is created.
Shortage Fix: When an auto purchase PO is receipted with shortage, it leaves the requirement as auto purchase and repurchases the item automatically. This has been fixed.
Invoice Fix: invoice creation was sometimes using the delivery address instead of the billing address. Now fixed to always use the financial address as set in the company or when the new billing address override on the location is used to set a location billing address.
Invoice Fix: Sales Invoices from Sales Orders created from Order Pads previously did not have nominal information when posting to the financial system when the Department on the SO is greater than 10 characters - now resolved.
Financials: QB's US updated financial contact email to post the email string replacing the ';' with a ',' this is because it's required for emailing multiple email addresses in QB's and must be stored with comma separation for QB's to work.
Quickbooks Financial Contact Emails: updated to use ', ' separators if more than one email. This allows Quickbooks to send multiple emails.
Print Agent: Fix - email-only invoice profiles were also printing. Fixed - so they no longer print in automation.
Dispatch Notes: when an error occurred in available items - duplicate dispatch notes could be created. Now fixed - rolls back status on error.
Speed Improvement: Sales Invoices searching updated to return results faster.
EDI Terms: TC Group - Terms files can now be picked up electronically when set up in Prima.
Company Fix: Email invoices to both financial and order placer was putting a , instead of a ; as required in Prima for email strings. Now fixed.
Commissions Report: Fix
Stock Check: 1. Added own stock to stock check grid. 2. Added zip code check to stock take. If a zip code is available will check the direct ship warehouses/ for 'relevant' stock for that zip code (instead of the general stock for that dealer).
Purchase Orders: Fix - invoicing lines still available after PO line has been deleted completely. Now stops this if quantity already invoiced (until removed)
Call Off Orders: stop call off orders being de-allocated in the product record - with warning message.
EDC Fix: EDC on receipt notes
Maintenance Fix: when using maintenance - the status on the sales order line did not move back from invoiced - therefore if you delete the lines you could not re-invoice. (already applied to all databases live).
Fix: active reports display issues
Orderpads: favorite lists in the back office no longer filter on the last 6 months' created date as default.
Company Details Report: optimized to run much faster - previously this would often not complete loading when too many companies and history in the database.
Sales orders and sales quotes: catalog only items will now display the image - without having to 'make a product'.
Supplier EDI: if a username or password is not present - no connection attempt will be made - currently attempts are made with empty passwords, and these slow the EDC and time out.
Financials: improvements to rounding calculations in invoices and credits. This will prevent the occasional posting of financial errors.
Fix: No acknowledgment status on PO's did not allow archiving.
Fix to Giza2020: the tax code was not being set correctly in some cases.
Contract Grid Manager: Markup/Margin column fixed to obey the system key setting for display.
Back Order Spreadsheet Report: profit on the sales order field has been updated - to use the profit on the SO line.
Consumable Products Fix: if 2 of the same consumable products are entered on the same sales order and dispatched on the same dispatch note, the cost price was being applied from one of the sales order lines - instead of applying to both lines. All lines for consumable items will now have their own cost when duplicated.
SO Lines Fix: SO lines very occasionally get 0.00 cost (for Direct/DS where no PACT and no preferred supplier set). This has been fixed to use supplier cost.
SO Header Fix: sales order header notes (and quotes). Previously notes were lost when the location address is changed on the main tab. Also, there an issue with updating the account manager when a location is changed, this has also been fixed.
QuickBooks admin: improvements in customer self-management of getting tokens.
Manifests: Google maps integration updates to use MS Edge equivalent browser - support ended for (E11).
Giza2020 Fix - script provided to back fix missing classifications.
Receipts Fix - sometimes an incorrect shortage could stop receipt notes from autocompleting. This will now leave the 'bad' receipt note and complete the rest.
PACT Fix: PACT delivery codes not updating correctly - now fixed.
Receipts Fix: PO's receipting when split - now fixed.
Sales/Quotes: 'notes' in New record POPUP - to show 4 lines fully (the last line was previously truncated).