- Prepare Tax Return: Added option to void the existing Filed Tax Return
- Item: Updated ability to change SKU UOM of an existing Item
- Email Centre: Updated with sent emails.
- Implemented TSO/TPO new auto-update process
- Option to Exclude PDF Attachment in the Order-related emails
- App Config: Create Shipping Expense Bill directly from Invoice
1. Prepare Tax Return: Added option to void the existing Filed Tax Return
- Now, if a tax return has been filed from the “Prepare Tax Return” module it can be voided.
A user can now revert the filed tax return from the “Tax Return Centre” module.
How does it work?
- Navigate to the Tax Return Centre module.
- Right-click on the Void option on line level
- This will Void the filed Tax Return only if there is no Refund or Payment recorded for it.
- If payment is done or a Refund is recorded, then it cannot be voided.
- Delete the payment/refund in order to void the tax file.
- Lastly, the User can void the last Tax file header.
2. Item: Updated ability to change SKU UOM of an existing Item
A user can now update the UOM of an item.
- Navigate to the Item Centre, and open an Item for which the UOM is to be changed.
- When changing the UOM of an existing Item, the system will give the following warning message:
You are changing the UOM from Each to cm. This can cause issues in the existing orders/invoices where the UOM was used to enter Each quantities.
- The message will only come if the type is changed from decimal flag true to false type.
- Save the changes made.
3. Email Centre: Updated with sent emails
The successfully sent emails can now be seen in the sent email User Email Centre.
Added the following sent emails:
- Release Sales order
- Deposit Link
- Ship Confirmation.
- B2B Order.
- Invoice Payment
The above emails will be displayed in the Email Centre under the “Sent Email” tab.
- Click on an email to get the details.
4. Implemented TSO/TPO new auto-update process
Now, the system will not re-create TSO/TPO on the update, instead, it will update the values of the corresponding TPO/TSO. Make changes accordingly, and the changes will be updated in the corresponding TPO/TSO.
How does it work?
- Changing the TSO Ship Date header or line level will automatically update the corresponding TPO Ship Date, and vice versa.
- Line level Qty changes (add/update/delete) will always attempt to sync with the corresponding TSO/TPO.
- Adding a new line or deleting an existing line will automatically be reflected in the corresponding TSO/TPO after the order is re-opened.
- Voiding TSO/TPO will void the corresponding TPO/TSO.
Please Note:
- When updating TPO Line quantity it cannot be less than the sum of Qty allocated & Qty shipped of corresponding TSO.
- Same in the case of TPO, Quantity cannot be less than the sum of Qty received & qty receiving.
5. Option to Exclude PDF Attachment in the Order related emails
The emails can now be sent without the PDF template.
- The option to “Exclude PDF Attachment” has been added in the Default document Template, and the Customer module.
- The option is applicable for the following emails:
- Release Order Confirmation.
- Order confirmation in B2B for Customer
- Order Confirmation in B2B For Sales Rep
- Deposit Link Email
- Invoice Payment
- Ship Confirmation Email
- Estimate approval.
- Due Invoice
- Overdue Invoice
- Bill Payment
How does it work?
- Navigate to the Default Document Template module. Added “Exclude PDF Attachment” in the pdf template dropdown.
- When this is selected for any action then a pdf attachment will not be sent for that particular email for that action.
- A similar option of “Exclude PDF Attachment” is added in the pdf template dropdown in the Customer Module.
- Preference will be given to the customer-level selection. If nothing is selected on the customer level then it will work according to the default document template module setting.
6. Create a Shipping Expense Bill directly from the Invoice
- Added functionality to create a separate Shipping Expense Bill from the Invoice.
For this purpose, the “Generate Shipping Bill” option is added in the Invoice Centre and the Invoice module.
How does it work?
- Navigate to the Invoice Centre.
- Select the Invoices for which the Shipping Bill is to be created.
- In the options hit on the “Generate Shipping Bill” option.
- A popup will appear.
- There will be three options available:
- Individual Bill: When this option is selected then for each invoice 1 Bill be generated, e.g.; if 3 Invoices are selected, 3 Bills will be generated (1 for each line). The Vendor selected in the Carrier will be used.
- 1 Bill Per Carrier (Vendor): For e.g.:- 3 Invoices are selected, and two Invoices have the same Carrier (1 Vendor), and one Invoice has a different Carrier with a different Vendor, then 2 Bills will be generated (1 Bill for each Vendor).
- Single Bill: The user can select a common Vendor for the Invoices selected, and a single Bill will be generated.
- In the Invoice module, when the “Generate Shipping Bill” option is clicked, the Bill will be generated with the default option (Individual Bill).
Please Note:
- For creating a shipping expense bill, the Invoice(s) must have a third-party Shipping Carrier with the Vendor assigned to it and must have an Accrual Account.
- The Shipping Cost should be greater than 0.
- The feature will only work if the “Enable accrual transaction for third party carrier shipping” App Config is on.
- On voiding an Invoice, if there is any shipping bill linked with the invoice then the user has to delete the shipping bill first.
Related columns are added in the Bill Centre, and the Invoice Centre.
- Added Shipping Invoice numbers column (clickable) in the Bill Centre.
- Added Shipping Bill number(clickable) column in the Invoice Centre.
