April 2022: Release Notes

  1. Sales Order Module: Linked MO, PO, and Credits can be viewed from the Options dropdown
  2. Item module: Added new Account; Income Return Account
  3. Manufacturing Order: Ability to create BOM revisions without a Date Range
  4. Issue Fixed: Prefix “#” is accepted for Item Number in Uploads
  5. Added new column “ASN Number” in the Purchase Order Centre
  6. Commission Report: Added Qty column in the Commission Report subform
  7. Email Template: Added Placeholders
  8. Added Exempt Tax support in the Customer Upload File, and API

1. Sales Order Module: Linked MO, PO, and Credits can be viewed from the Options dropdown

  • Added “Show Manufacture Order(s)”, “Show Credit(s)”, and “Show Purchase Order(s)” in the Options dropdown of the Sales Order. This option is available under the Reporting dropdown.

 

  • When clicked it will take to the respective Centre and show the linked MOs, Credits, or Purchase Orders.

  • These options are also available in the SO Centre.
  • Added New column Linked Sales Order in Purchase Order Centre.

  • This will show the linked Sales Order with the Purchase Order.

2.  Item module: Added new account Income Return Account

  • Added the “Income Return Account” field in the Item module.

  • This field is added in the Account tab of the Item module.
  • The “Income Return Account” is also added to the Product Matrix Generator module.

  • Also added in the Item upload file and API(Create/Update).

Note: Income return account must be of primary type – Income

3. Manufacturing Order enhancement: Ability to create BOM revisions without a Date Range

  • The users can create BOM revisions with an empty date range.
  • For this purpose, added an App Config setting “Create BOM revisions with empty date range” under the manufacturing tab in the App Config module.

  • If this setting is enabled then the user will be able to create revisions with an empty date range
  • The user can also create revisions with the same date range.

Consider the following examples for different scenarios:

  • If the user-created 5 revisions for BOM without any date range then the last created revision will be used automatically.0
  • If the user-created 5 revisions have the same date range then the last created revision will be used.
  • If the user-created 5 revisions and 2 have the same date range then out of 2 the last created revision will be used.
  • If the user-created 5 revisions and 2 have a date range and the date range is not between the current date then out of empty revisions date last created revision will be used.

4.  Issue Fixed: Prefix “#” is accepted for Item Number in Uploads

There was an issue while uploading Items in the system, that if the user adds “#” in front of the Item number it won’t upload that line. This issue has been fixed

The same issue has been fixed in the following uploads:

  • Upload Items/Products
  • Upload Inventory
  • Upload Location

5. Added new column “ASN Number” in the Purchase Order Centre

  • Added new column ASN Numbers in the Purchase Order Centre (Detail Level)
  • Create a Purchase Order, Release the Order, and create ASN. This ASN Number will be shown in the Purchase Order Centre Detail Under the “ASN Numbers” column. 

 

6. Commission Report: Added Qty column in the Commission Report subform

In the Commission Report Centre, a new column is added to display the qty of the Items.

How does it work? 

  • Go to the Run Commission module.
  • Make a Commission Report.
  • Open that Commission Report by double-clicking on the Commission Report in the Commission Report Centre.
  • Open the subform. Here added the Qty column in the Commission Report, that shows the qty of the Item.

 

7. Email Template: Added Placeholders

Added below-mentioned placeholders in

Order Release Confirmation Email, Ship Confirmation Email, Overdue Invoice Email, Due Invoice Email

  •     Ship To Address
  •     Sip To Address2
  •     Ship To Zip Code
  •     Ship To City
  •     Ship To State
  •     Ship To Country
  •     Ship To Name
  •     Customer Main Phone Number
  •     Customer Email
  •     Sales Order Type
  •     Third-Party Source
  •     Third-Party Account

Added the following Placeholders in the Dropship Purchase Order (Create/Update) Email template.

  • Ship To Name
  • Ship To PhoneNumber
  • Ship To Address
  • Memo
  • Vendor Part Number
  • Total Qty Order

8. Added Exempt Tax support in the Customer Upload File, and API

Introduced Customer-specific SalesTax Exempt options for the following:

  • BC PST: British Columbia Provincial Sales Tax (PST)
  • SK PST: Saskatchewan Provincial Sales Tax (PST); Provincial Sales Tax (PST) is a retail sales tax that applies when taxable goods or services are purchased, acquired, or brought into different Provinces of Canada.
  • MB RST: Manitoba Retail Sales Tax; The Retail Sales Tax (RST) is a tax applied to the retail sale or rental of most goods and certain services in Manitoba.
  • QB QST: The Québec Sales Tax; Provincial level sales tax is typically referred to as PST or as QST in the case in Quebec.

How does it work?

  • Create Customer from the Customer Upload module or through API.
  • Under the Sales Tax tab of the Customer module, the following tax exemptions will be updated through API & Upload.
  1. Is Customer BC PST Exempt?
  2. Is Customer SK PST Exempt?
  3. Is Customer MB RST Exempt?
  4. Is Customer QB QST Exempt?

  • These columns are also added to the Customer Upload File.

  • This will be only applicable if the following conditions are met:
  1. The Home currency of the Customer is CAD,
  2. The “Calculate Taxes based on Address” App Config is on,
  3. The “Auto Create New Customers” App Config is on.

 

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