Product Releases - September 2020
Projects/Sales Orders - Add ability to link forms
- Added functionality of Forms to both Sales Orders and Projects in Flowlens.
Service Quotes - Rejection Reason
- For Service Quotes, added a settings option that allows the dropdown of Rejection Reasons to be defined by the user.
Service Quote PDF - Field Name Incorrect
- On the Service Quote PDF, on the field in the bottom left hand corner - the field name is incorrect and has been updated to 'Quote Ref No.'
Sale Lead Breakdown Report - Status Column
- On this report a column for 'Status' has been included.
Task Report - Date Created Column & Filter
- On this report we have added a column and filter for "Date Created". This will help get a better understanding of when tasks have been added to help prioritisation.
PO List Widget - Awaiting Approval Filter
- Update to correct a bug that was causing this the 'Awaiting Approval' filter to not be applied correctly.
POLI Report - Unit Cost Column
- On this report we have included a column for 'Unit Cost', which the the Purchase Order Line Item(POLI) unit cost.
Part Component Stock level report - Cost Price Column
- On this report we have included a column for 'Unit Cost', which the the Parts cost price.
Stock Take Location - Category Filter
- On an individual location page for a stock take, we have included a filter for 'Part Category'.
Part Locations Report - Totals
- On this report, we have included two totals at the top of the report for 'Total Cost Price' and 'Total Sell Price'.
GRN PDF - Updates
- On the GRN PDF, we have made the following updates;
- Included a column for 'Description'.
- Removed a column for 'Received By'.
- 'Received By' is now included in the footer of the PDF.
Asset Details Report - Updates
We have made the following updates to this report;
- Exclude Cancelled Dispatches > Scenario has arisen where the same asset in being seen against the same SO and causing confusion.
- SO Column - Based on dispatch > On the SO column of the report, updated so that the SO of the dispatch is against this column.
- Remove the ‘Sales Order Dispatch Status’ filter on that report.
- Rename the report to “Dispatched Assets Details Report”, with the description of “Report on dispatched assets from your Sales Orders”.
- On this report, also need to add an 'Active' filter which is defaulted to "Active".
Sage/Zynk - Invoice Type Field
- When Sales Invoices are created in Flowlens, there is now a new field for those customers who have Sage integration for 'Invoice Type' and the information will be passed through to Sage to create the correct invoice.
Stock Requirements - Stock Ordered Column Bug
- On the stock Requirements page, bug fix to correct an issue with the 'Stock Ordered' column not showing the correct value.
New Report - Purchase Orders and Associated Job cards Report
- New report to compare raised POs with the JC stock reservations they originated from.
New Report - Sales Order Date Comparison Report
- New report to compare number of days between an orders confirmed date and fully dispatched date.
Forms - Additional Answer Types
- New answer type searches included in forms for the following;
- Service Job Card
- Sales Order
- Purchase Order
- Job Card