Companies


PACT Export

When a user exports a PACT contract, the button will now show the user name. e.g. when Joe Smith is logged in show 'Export in Progress', other users will see, 'Export in Progress by Joe Smith' on the button. Previously this was often not cancelled and blocked other users.


Company Lookup and filters:
1. Added HP Ref and External Orders to company lookup grid. HP ref is the PID reference for customer rewards when participating.
2. Added to filter HP reference.


Former or deleted status users:
Former or deleted users do not show on existing or new sales orders and company locations. If company location currently has area rep that is former/deleted, it is still that area rep in the table but showing blank on the form. This then leads to blank salesperson on the SO, but the sales rep is actually still set to the former/deleted user.
This has been updated so that it still shows the user as previously set.


Archived contacts:
Now do not show in company header, unless the archived contact is already against the SO (for historical orders to show correctly)



SOP


Deposit and Balances: phase 2 improvements
1. When adding a new line and then going back to header the button now moves to 'Deposit Invoice' and does not allow another deposit to be (accidentally) taken. Only one deposit is possible from the sales order now.
2. When a deposit is added - if invoice on authorisation is ticked/ the default - it is automatically removed. The balance should not be immediately invoice on authorisation.
3. A NEW system key has been added to allow the 'delivery setting' for that sales order to be changed to 'requires back orders - whatever the default is that has been set.


i.e. if set to N the delivery will be the default and work as now. If set to Y - the setting will automatically be change to requires backorders - whenever a deposit is set and invoice created.


Sales Quote image 

Is now populated by a thumbnail image. Previously caused potential 'out of memory' errors for large images and many lines.


Sales Quotes: delete multiple lines.
the lines grid is now multi-select - when in outstanding status multiple lines can be deleted. If the quote is currently on the web - this must be deselected first.


Advanced Sales Quotes:  

New fields/columns for Code, Location, Info 1, Info 2, Info 3,
1. Currently Advanced quotes allows 5 fields to be saved Code, Location, Info 1, Info 2, Info 3. These fields have been added to standard quotes and sales orders in the lower tab - these can be updated further in sales orders and are sent separately in the purchase order notes prepended by the field description e.g. Code: ABC123, Location: Demo Room, Info1: With Arms.


Sales Order Lines - expected date when items are purchased:
1. Expected date has been added to the summary lines on the sales order. This will be blank - unless there is a purchase order expected.
2. Sales Orders - lines lookup mode has had the same expected date added to the lookup grid.
Only back-order lines will show in this grid after they've been ordered.


POP


Requirements:

Savings column now returns 0.00 for saving not blank.


Movements


Despatch Notes: 

On Hold status is now an available field available in reports designer.
If set and note is 'ON HOLD' it will now be printed I.e. print ON HOLD big across the top of the report. 


Invoicing


Purchase Invoice Electronic Pickup and Completion: 

A new option to compare PO standard prices to the purchase invoice price (not actual as now) when system key is set.
1.System key added in purchasing: Import & Complete Purchase Invoices that match Standard PO Price = Y/N default N (N does as now Y it matches uses the standard price on the purchase order line.
2. We have updated Purchase Invoices electronic creation and completion so that they will not complete if they don't match OR the price is higher. Items will match regardless of the price but the invoice will not complete if STD or Actual cost plus margin is outside limit.
3. We've added nominal to the grid so the user can easily see which line is incorrect.
4. We've added 2 real time calculated fields to the grid: All Receipted, Price Difference,
5. We've updated field to always show matched items even if price incorrect i.e. 'Matched' instead of blank as now, however, the invoice will not complete and it will show price difference in grid and notes on header will be udpated.
The calculation to complete the invoice will be done at the end for all lines. Previously - sets invoice completed if all lines matched Now all lines must match AND prices must match to correct price depending on system key ACT or STD AND another system key to required receipted, default N but if Y then will only complete invoice if all lines are receipted.
If the sales invoice fails to complete for any reasons above a note will be 'added' to any existing notes e.g. ref.345556 EDI: Prices do not match, lines not receipted, lines not matched.

Note: this only applied to electronic pickup of invoice - because if no electronic PO then the STD and ACT always match.


Balance Details or Pay Invoices:
For cloud financials this button will provide list of all outstanding invoices. If the rest connection to financials is lost - it will now give an error message and retry.


Cloud Financials - checking balance or paying invoices:
An error that could occasionally display wrong company (prior company) has been fixed. Additional feature to retry for connection and to always clear table with error message has also been added.


Sales Invoices Due Date on Reports:
Cloud Financials: added as available field and on all invoice standard reports as default.



Products


Products Weight and Units Improvements These fields are now stored and displayed in the 'sales unit' default viewed in both.
1. Added 5 new fields to the product sales units, default 0.00 as now and it's the customers job to type these in even when they create a new sales unit.
2. 3rd party delivery API's (currently ShipStation and Solving Maze) will be sent the pack/split pack information for packing calculations.
Note: check PO still gets the correct weights (this is always the default unit on PO's).


Stock products now allows 1000 char in notes to be added.


Negative PG - Multi Images and priority image is now available in PrimaGoV2


Catalogs


US SPR Catalog: 
The manufacturer 3 field will not contain type and Etilize Id to be used in SPR search.


SPR Catalogs:
PrimaGoV2 - synch updated to include group and Etilze ID in the manufacturer 3 field. This is used in SPR search to display extra products on PrimaGoV2 store.


Administration


Tax:

System key to NOT IMPORT TAX when set to N
1. Added a system KEY 'Automatically Import ZIP Tax Rates Y/N - default Y in EDC administration.
2. The automated import in EDC will NOT happen if this default is changed to N.



Bug Fixes


Bug Fix: after deposit invoice the despatch note was 'incorrectly' setting the SO status to invoiced - stopping balances being invoiced


Bug Fix: Adding additional lines to an invoice ignores deposit values. To reproduce, take an deposit invoice. Then create invoice for remaining balance. Take balance lines off and add back on using the additional button the sales invoice header, the full values go  back on instead of the remaining balance. 


Bug Fix: Standard Invoice with backorder details report updated - bug on multipage invoices - causing the invoice to not print (will need custom reports to be updated manually if this problem in encountered).


Bug Fix: When adding sales line, if customer marked as not dm pricing, if the std code is different from mailer code and is not product. When using the std code, it does not bring back the mailer price as it is only searching mailer using the mailer code when it should try using PGNumb if no mailer code match using std code.


Bug Fix: Advanced Sales Quote, the notes fileld, if you populate it enough with long text, there is a small white box that is obscuring the view.


Bug Fix: External Orders now up the pact cost price if the company is on shared pact. Issue introduced in job 4722 - External order supplier cost issue     Fixed an issue preventing PACT cost price from being returned when creating SO from external order.


Bug Fix: maintenance broke on moving invoice status - requiring due date. Fixed no longer required this parameter.


Bug Fix: Essendant Brands and Categories - these come from API and are updated on change now.


Bug Fix: EvoX  - discount applied at header level now work everywhere.


Bug Fix: searching on invoice description and notes - several issues found and resolved so search works across both fields from lookup.


Bug Fix: Change to inherit department for PI/PC line from SO - currently set from user department. This has been in place for electronic invoices/credits for a while, so needs to be replicated for manually generated.


Bug Fix: Duplicate receipts are occasionally created due to multiple acknowledgements being sent by EDI suppliers. Added some defensive code to prevent another receipt being created for the same PO line, if already entirely booked in.


Bug Fix: PO 'not required' when set by acknowledgement.
1. The requirement lines gets set to 'ordered' when it should be 'required'. The sales order is ok line gets set to 'Required' and it can be deleted - but the requirement line remains and gets 'marooned'


Bug Fix - Sales Orders: shared PACT now updates the delivery code on all lines when the header delivery type is change e.g. STD to DIR