Product Releases - September 2020

Projects/Sales Orders - Add ability to link forms

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

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