12th October 2018 - Product Release Notes

Report Updates

(New Report) Assets Sold Report

• Report Section
  • Assets, Parts and Stock
• Title
  • Assets Sold Report
• Details
  • A report to view the status of your sold assets, including their dispatch status and sold price.

(New Report) Parts - Default Part Locations Report

• Report Section
  • Assets, Parts and Stock
• Title
  • Part Default Location Report
• Details
  • A report to View and filter parts by their default location stored in Flowlens.

(Report Update) Item Dispatch Report

• Report Section
  • Assets, Parts and Stock
• Title
  • Item Dispatched Report
• Updates
  • Update the column heading from "NET VALUE" to " NET SALES VALUE".
  • Reverse the column ordering of NET Value and Cost Price.

(Report Update) Interactions Report - Update To Single Report

• Report Section
  • Activity Levels
• Title
  • Interactions Report
• Updates
  • Update the interactions report into a single report.
  • Added additional filter for 'Company Type'.

General Updates

Invoicing - Payment Terms For 0 Days

• Update payment terms to allow for the a payment term with zero days to work correctly.

Selling Price getting rounded up in SO incorrectly

• Update the selling price field against a sales order to ensure that it is being rounded correctly.

Sales Order Index - Heading Update

• Update to the column heading of 'Stock Cost' to 'NET TOTAL' to keep it consistent with the naming on the sales order overview tab.
• Updated on the PDF & CSV outputs of this index page.

Invoicing - Ability To Add Tasks

• Against the four sections of invoicing, the functionality has been added to create tasks. This is available now on:
  • Sent Invoices
  • Received Invoices
  • Sent Credit Notes
  • Received Credit Notes

Sales Order/Dispatch PDFs - Company Address For Delivery Address

• Update on the Sales Order & Dispatch PDF to add company name above the 'Delivery Address'.

Job Cards - Output Asset Tab

• Pagination added on the output assets tab of a Job Card

Job Card MRP Tab - CSV Error

• Update to correct an issue on the CSV download for the MRP tab of a Job Card.

Contact not being disassociated with company (HS#2371)

• Update made to ensure when a company is disassociated as the primary address of a contact, that the company search filters are updated to reflected to show this.

Enquiry - New Company/Contact Association

• Update to fixing a bug - so that on a new enquiry, when a new company/new contact are created within this, upon saving there should be an association made between the company/contact.

Form Responses - Delete Option

• Against a form response, update to have the ability to Delete form responses from the system;
  • There is a delete action against each form response.
  • When delete is selected, the user is given the option to confirm this deletion.
  • Once deleted, this response no longer appears against the object.

Form Responses - Link When Marked As Complete

• Updated so that both links on a form response direct the user to the a single view (same link as the 'view' action)