Version 10.37

Release Notes For Version 10.37

Customer Address Import

An import / update of customer addresses has been added. This facility is also available via the 'FM-CUSAD' transaction broker type.

Delivery Plan

The transaction broker 'type' of 'FM-DPLAN' has been added to allow users to 'confirm' delivery plan stock allocations via the transaction broker. Please note that once stock is 'confirmed' via this method it cannot be 'unconfirmed'.
Due to the above change the delivery plan screens have been updated to show the 'confirmed' quantity as well as any allocated quantities.

Sales Invoice Charges & Discounts

The way in which charges and discounts are shown on the 'invoice detail' screen has been changed. Previously, discounts could only be applied to the sum of all the stocked parts included on the invoice - they could NOT for example be applied to any additional charges.

Discounts and mark-ups are now contained in the same table as the charges, and can be set to apply to selected charges as well as (or instead of) the 'part total'. You can also define 'sub-totals' in this table to which subsequent discounts can be applied. Templates can also be set up, containing pre-defined charge and discount types which can then easily be imported into the invoice.

These changes allow a far more flexible approach to the way in which additional charges or discounts can be defined. Users who use the 'RTF' version of the sales invoice may need to change their layout styles to fully benefit from these changes. Please contact support if you require assistance with this.

Redundant Suppliers

It is no longer possible to raise purchase orders for redundant suppliers.

Purchase Order Authorisation

A new style QuickBar has been added to the purchase order authorisation screen to allow users the ability to range and show only the purchase orders they have the authority to authorise.

USA Content Flag

A new flag of 'USA Content' (or just 'USA') has been added to the 'price maintenance' and 'goods received' screens. This flag is to denote that the batch of stock contains content produced or manufactured in the USA.
Please note that this flag is only for reference or external reporting ONLY and the system will NOT prevent or inform the user of any erroneous deliveries made to countries that are not permitted to receive goods produced in the USA.

Stocked Part Import

The stocked part import can now specify if the part is to be serial number controlled as well as the 'serial number prefix', 'serial number suffix' and 'next serial number' values.