VW-7177

Deferment maintenance - customer VAT numbers

Design Change

VAT registration no & EORIs are now visible at a glance for the Deferment Owners, making it easier for users to spot erroneous data in these fields.  Shows these values for all customers when a deferment has owner customers with the same code across multiple sites.

VW-7304
VSUP-32402

No

No

VW-7355

Pre advice & stock - custom fields

New Feature

In the ribbon’s ‘Admin’ menu a new option has been added for ‘Custom Fields’.  This allows warehouses to add additional fields to Pre Advice Headers & Lines, with names & data types of your choosing.  Users can also define whether the fields are mandatory, or only mandatory at a certain stage / status of the Pre Advice.

Pre Advice Header custom fields are available on the Pre Advice screen’s first tab, which has been redesigned slightly to fit this in.

Pre Advice Line custom fields are available throughout the Pre Advice7355

Pre advice & stock - custom fields

New Feature

In the ribbon’s ‘Admin’ menu a new option has been added for ‘Custom Fields’.  This allows warehouses to add additional fields to Pre Advice Headers & Lines, with names & data types of your choosing.  Users can also define whether the fields are mandatory, or only mandatory at a certain stage / status of the Pre Advice.

Pre Advice Header custom fields are available on the Pre Advice screen’s first tab, which has been redesigned slightly to fit this in.

Pre Advice Line custom fields are available throughout the Pre Advice, on the Order Item Details tab, Receipting Details & Bond Details.  They’re also available in ‘Warehouse Receipting’.  Custom fields populated for Pre Advice Lines are copied through to stocks upon receipt and can then be viewed in the stock search results screen and can also be updated in ‘Stock Maintenance’.  After updating in ‘Stock Maintenance’ the original custom field values are retained in the Pre Advice.

EDI specifications have been updated to include up to the first 9 custom fields only, for Pre Advice Headers & Pre Advice Lines.  EDI will be updated and these will be available to send through in the next version released.

VEDI-1271
VW-7520
RFC-1314

No

No

VW-7255

Stock moves overview

New Feature

The next version of Flex will allow users to move stocks which have already been planned in advance, for example from the Warehousing ‘Replenish’ screen.

A new button has been added to the ribbon ‘Stock’ menu within the ‘Stock Move’ section called ‘Overview’.  This has been introduced to allow Warehousing users to see the status of these planned moves with the ability to see the status of each of them plus the ability to remove items from the list.

VW-5352
VF-855No

No

VW-7218

Pre-Advice document scanning labels

New Feature

New functionality has been added to the goods in process allowing users to print small labels containing a QR code, these sticky labels can be affixed to documents which arrive with the goods or any other document related to the Pre Advice, the document can then be scanned with Vision Document Scanner which will automatically upload and attach it to the Pre Advice.  The attached documents are available from the paperclip button in the top right of the Pre Advice, Vision Attachment Manager (VAM).

Users have the ability to define different ‘Attachment Types’, so for example ‘PO Invoice’ or ‘SAD’, so the label can be printed for a specific Attachment Type and then the documents are automatically categorised when they’re uploaded.  A new user group permission has been added to control which users have access to administer the Attachment Types; 'Vision Attachment Manager Admin'.

The label size required is 38mm x 25mm, this is a commonly available and affordable label size.

VAM-7
VDS-59
VAM-8

No

Yes

VW-7194

Landed stock ABV  - Update without re-land option

New Feature

A new module is available from the ribbon ‘Stock’ menu called ‘Strength Maintenance’ which allows editing the ABV for all landed alcohol stocks with full auditing for HMRC.

Permission to open this screen will automatically be granted to user groups that currently have access to ‘Stock Maintenance’.

For those stocks reported on the W1 in Litres of Alcohol, ‘Strength Correction’ movements are posted to Bond to avoid adjustments being reported on the monthly W1.  A new Bond enquiry will be available in the next version released, for now these transactions can be found by using the ‘Delivery Type’ = SCA.

RFC-1216
VB-1480

No

No

VW-5239

Rework module

New Feature

This new licensed module has been designed to assist warehouses with various “rework” style processes such as: relabelling, slip labelling, case labelling, re-cartoning, mixing cases, barcoding etc.  A rework job is entered on to the system detailing the type of work required with notes, who for, when it’s to start and when it’s due for completion.  The products and / or rotations required for the job are also recorded along with final output product information.  The products / rotations required can be taken from various customer accounts, for when ancillary products such as boxes / dividers / labels are stocked separately, for example in the warehouse’s own account. 

Charges are set at the job entry stage, there are numerous ways of charging for the work, per job or based on input product quantities, output product quantities etc, the defaults can be configured at system level, or at site level, or customer level and then overridden on the job if necessary.  Excise and or customs duty can be marked to be paid on the stocks used as well.

The job is kicked off by processing an order and creation of the pre advice, both handled automatically by the system.  The user prepares the pre advice up to the point of final receipt and stops there, at this point the job is passed over to the warehouse. 

A workflow style screen is then available to the warehouse, the outstanding tab shows all jobs waiting to be started, here jobs can be started and a job card produced.  There’s an in progress tab showing all jobs currently being worked on.  If the warehouse require more of a particular product (for example more boxes, dividers, bottles) then these can be added here, losses can be recorded, the put away note can be printed here and the job can be finished. 

The confirmation tab allows them or more senior staff to confirm the final quantities, storage locations and charges and complete the job which automatically records the losses, receipts the pre advice created at the very beginning and sends a receipt advice to the customer - stocks are immediately available for use without requiring any additional admin and final charges calculated and attached to the pre advice automatically.

Various user group permissions have been added for the various stages this module supports.

This module has been in development for quite a while and we now feel it’s at a stage where we can share it with you to start to use.  This is being released to you as a beta module to try out and provide us with feedback before 31st March 2025, we will review feedback and our intention will then be to release a final version later in 2025 at which point the module will be licensed.

VF-743
VW-6156
VW-6143
VW-6582Yes

Yes

VW-7192

Pre advice information request emails

Improvement

The product code request email is now the pre advice information request email, as it’s possible for customers to return product codes, values & ABV’s.

The email format has been revamped and it is now also possible to select contacts who will receive the email request.  With the update we will update all contacts to receive the request, you will need to unselect those not wanting to receive the email.

Vision Warehousing no longer generates the request, this is now handled by Vision Scheduler.  A new version of Vision Scheduler is not required when going live.

RFC-1172
VS-319
VS-320

No

No

VW-7439

Transfer admin - % complete

Improvement

Improvements to the ‘In Progress’ tab to make it clearer the picking progress of each order.

VF-863

No

No

VW-7400

Carrier integration - consignment no per pack (Royal Mail)

Improvement

Royal Mail assign a separate consignment number for each package, the required changes have been made to Warehousing to handle this.

Note: Future changes to Vision Live are required for this to become functional, until then we continue to advise to only submit consignments of a single package to Royal Mail via Warehousing.  This further change is in Vision Live v6.13 and is likely to be released during the customers testing phase for this v7

VLIVE-593

No

No

VW-7393

Replenishment - viewing / editing planned moves & historical

Improvement

Changes to the replen screen to allow users to view the planned replenishment moves, before sending the details to Flex or outputting in the printed note and the ability to remove records before doing so.

Plus a new Historical tab providing the ability to see historical replens.

VW-5352

No

No

VW-7267

Deferment maintenance - VAT validation

Improvement

If the VAT number is not empty then the VAT country is now mandatory and if the EORI is entered then the VAT number is also required.

VB-1171No

No

VW-7133

View order - despatched quantities & reland PO accessibility

Improvement

The despatched quantities are now visible and it’s now possible to use the existing ‘Open Pre Advice’ button to easily access the reland pre advice created at despatch.

This is also using the Pallets/Cases/Singles correctly, when the UPP = 1

VW-6967

No

No

VW-7538

Rotation labels - imported stocks

Bug

6.12.4

7.0.0

Enquiry / report

Rotation Rotation labels will not print for new customers where the stocks have been Data Imported, previously it was only working for rotations generated on a pre advice.

VSUP-36341

No

No

VW-7537

Pick Note - Error when using BOM Pick Note

Bug

6.12.4

7.0.0

Report template

When using the Pick Note with BOM an error can occur when the pick note is being generated

VSUP-36354No

No

VW-7525

Warehouse despatches - long user names

Bug

6.11.2

7.0.0

Goods out

Usernames longer than 12 characters caused truncation errors in the Warehouse Despatches screen.

VSUP-36148No

No

VW-7524

Booking diary - grouping in the PO's attached grid

Bug

6.12.4

7.0.0

Goods in - booking diary

Users were unable to reset the layout after attempting to use the ‘Group By’ feature in the 'POs attached to this Booking' grid.

VSUP-36119

No

No

VW-7503

Transfer & pay duty - different site required UB info

Bug

6.12.2

7.0.0

Goods out

‘Transfer & Pay Duty’ type orders (Q) going to a different site were held by the system requiring underbond info & transport to be entered.

VSUP-35748
VSUP-36021No

No

VW-7467

Delivery note - information mixed

Bug

6.12.1.395.1

7.0.0

General

Under very specific scenarios the delivery notes could print containing information for another delivery.

VSUP-35263

No

No

VW-7465

View order screen - picking tab rotation number

Bug

6.11.1

7.0.0

Goods out - order form / save

The rotation line number would be appended twice to the rotation number.

VSUP-35206

No

No

VW-7453

Stock movement enquiry - stock losses

Bug

6.12.1

7.0.0

Enquiry / report

For sites configured with ‘Auto Confirm Stock Losses’ OFF, the movements would not show in the Stock Movement Enquiry available from the Stock Batch Enquiry.

No

No

VW-VW-7508

Despatch label - barcode number scan output

Issue

6.12.4

7.0.0

Goods out

The barcode scan output would include thousand separators and decimal places which were obviously not required for the ID field.No

No

VW-7445

eFulfillment - various

Issue

6.12.0

7.0.0

Goods out

Various minor issues resolved and improvements made in the eFulfillment screen.

VSTASK-5636No

No

VW-7177

Deferment maintenance - customer VAT numbers

Design Change

VAT registration no & EORIs are now visible at a glance for the Deferment Owners, making it easier for users to spot erroneous data in these fields.  Shows these values for all customers when a deferment has owner customers with the same code across multiple sites.

VW-7304
VSUP-32402

VW-7512

Customer Delivery Notes

Report

6.12.47.0.0

All notes beginning FCLDnote were updated.

RFC-1367

No

No

VW-7478

Report designer VBI views - organic field

Report

6.12.07.0.0

BI Reports - The organic field has been added to vbi.vStock & vbi.vPreAdviceLine.

RFC-1354No

No

VW-7472

MSX_DNote_Rtn_Exp.rpt 

Report

6.12.27.0.0

Customer template updated

RFC-1349

No

No

VW-7454

Check sheet - alignment and spacing issues

Report

6.11.07.0.0

Minor layout issues with the check sheet have been corrected.

VSTASK-5636

No

No

VW-7419

BI Enquiry 200 - Stock by Location

Report

6.12.07.0.0

BI Enquiry - New fields have been added to the BI 200 enquiry: Pre Advice Notes & Rotation Notes.

RFC-1325
VSUP-34949

No

No34949

VW-7418

BI Enquiry 221 - Organic

Report

6.12.07.0.0

Organic BI Enquiry has been added, ID 221 displaying customer, rotation, rotation information, warehouse location & stock quantities.

RFC-1318No

No

VW-7494

BI enquiry 700 - order sundry charges

Report

6.12.37.0.0

BI Enquiry - A new enquiry number 700 has been created outputting order sundry charges, including the customer, order, document ref, sundry & delivery information.

RFC-1225

No

No

VW-7157

Receipt Advice - Small Producer Relief tax codes

Report

6.9.17.0.0

The receipt advice printed from a pre-advice did not show the small producer relief tax code used where applicable, this is now displayed instead of the default tax code with an information line added stating that the small producer relief tax code will be applied upon paying duty if the necessary conditions continue to be met at that time.

VSUP-32099

No

No

VW-7342

VBI report designer - additional field

Report

6.11.07.0.0

BI

The order line case price has been added to the vbi.vOrderLine view available in the report designer application.

RFC-1300

No

No

VW-7522

BI enquiries - date filters

Report

6.12.4

7.0.0

BI

Enquiries such as 319 which contain a date column would not allow users to filter using it unless they used the ‘Between’ filter.  All BI enquiries have now been updated to allow correct filtering of the date columns.

VSUP-36133

No

No