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Year: 2020

Wrapper Configuration > Default Automation

Posted on July 17, 2020 by Janelle Lodge

A new configuration called ‘Default Automation’ has been created within Wrapper Configuration. This is to support the setting of the ‘User Group Authorisation’ field applied to Default Automation Maintenance.

Posted in Software Release Notes | Tagged Default Automation, Wrapper Configuration

Default Automation Maintenance

Posted on July 17, 2020 by Janelle Lodge

A new system has been created, which will provide a means to run programs in a scheduled & automated fashion, without requiring user intervention after initial setup. This system is Continue ReadingDefault Automation Maintenance→

Posted in Software Release Notes | Tagged Default Automation Maintenance

Internal Order Creation

Posted on July 17, 2020 by Janelle Lodge

A new ordering program has been created for generating Internal Orders. The new program is based on a min / max ordering model, similar to the ordering available in the Continue ReadingInternal Order Creation→

Posted in Software Release Notes | Tagged Internal Order, Internal Order Creation

Debtor Configuration > Auto Change Debtor Date

Posted on July 17, 2020 by Janelle Lodge

A new option called ‘Per Trading Schedule’ within the Auto Change Debtor Date Configuration has been added. This new option works with the new menu item Trading Schedule Maintenance allowing Continue ReadingDebtor Configuration > Auto Change Debtor Date→

Posted in Software Release Notes | Tagged Auto Change Debtor Date Configuration, Debtor Configuration

Task Controller Configuration > Creditor F/Up

Posted on July 17, 2020 by Janelle Lodge

Support for the new Creditor Follow Up function has been created within the Task Controller Configuration allowing sites to set the required reminder options for specified User groups.

Posted in Software Release Notes | Tagged Creditor Follow Up, Task Controller Configuration

Creditor Enquiry > Follow Up

Posted on July 17, 2020 by Janelle Lodge

Similar to Debtor Follow up, the Creditor Enquiry screen now has the ‘Follow Up’ function allowing users to enter details regarding contact with the creditor. Conversation notes can be logged Continue ReadingCreditor Enquiry > Follow Up→

Posted in Software Release Notes | Tagged Creditor Enquiry, follow up

Customer Alternate Search Key

Posted on July 3, 2020 by Janelle Lodge

A new Alternate Search Key can now be set to the Customers Phone Number/Mobile Number to assist Users when searching for a Customer in Customer Maintenance, Short Term Debtor Maintenance Continue ReadingCustomer Alternate Search Key→

Posted in Software Release Notes | Tagged Customer Maintenance, Customer Maintenance Search, Search Key, Short Term Debtor, Valued Customer Maintenance

General Ledger EMS Report

Posted on July 3, 2020 by Janelle Lodge

When printing the GL EMS Report, the user will now have the option to Print the report to Disk. When using this function, a Filename must be entered and a Continue ReadingGeneral Ledger EMS Report→

Posted in Software Release Notes | Tagged GL EMS Report

Report Generator > Search option

Posted on July 3, 2020 by Janelle Lodge

A new search field option called ‘Specified Filename’ has been created for Report Generator. This search will look for matches to the reports Output Filename. A new Description field has Continue ReadingReport Generator > Search option→

Posted in Software Release Notes | Tagged Report Generator

Customer Maintenance > Change Log History

Posted on June 23, 2020 by Susie Garrard

Users can now view a history log of changes to the selected Customer within Customer Maintenance. This will be a valuable tool to use to identify when/who has updated the Continue ReadingCustomer Maintenance > Change Log History→

Posted in Software Release Notes | Tagged change log history, Customer Maintenance

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