Release Date | 17/06/22 |
Other Application Requirements | |
Warnings or Notices |
EDI File Specification Changes
Template ID | Name | Modification |
|---|---|---|
New Features / Improvements
ID | Summary | Description |
Sales / Purchase Order - Customer Lookup | Entry of the customer / supplier in SOs & POs has been enhanced and is now quicker and easier to find the record, just start typing the name / account / postcode and the matching results are immediately displayed. Older methods of F11 / F12 are still supported. | |
Cloud accounts integration Addition of Intuit QuickBooks Update of all other finance systems | A new cloud accounts service has been integrated for customers wishing to use it; QuickBooks. However with this integration we havve taken the opportunity to enhance many of the other screens relating to the integrated cloud accounts system (whether Sage Business Cloud, Xero or QuickBooks) So wherever nominal codes or tax codes are entered (such as Control Account Maintenance, Tax Code Maintenance, Analysis Code Maintenance and more) these are now checked online and validated in the moment, making it clear if there are any erroneous entries. All Commerce fields relating to the accounts system integration can now be checked in a single click in System Configuration Options as well, along with new data synchronisation options. These changes along with other behind the scenes changes will help to further improve the reliability and speed of postings. | |
Warehouse EDI transmission - payment on delivery | Transmission of the following fields to Vision EDI enabled warehouses for payment on delivery orders: OPCOD - If payment on delivery is required Check for the availability of this service with your warehouse. | |
Delivery point address - trading name | New field for delivery point addresses called the “Trading Name” which if entered will replace the legal entity name on the customer record when printing and sending orders via EDI to the warehouse:
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Other Release Notes
ID | Summary | Issue Type | Affects v | Description |
Stock transfer - warehouse submission | Issue | 2022.1.3 | When submitting a stock transfer to an EDI warehouse with another warehouse account as the destination, the submission could fail due to the receiving customer information (in the address fields) being sent incorrectly. | |
Transfer - freight costs | Issue | 2021.5.0 | Upon transfer the system did not retain the freight cost for the new stock value, it now brings over the stock cost plus additional costs for the new value. | |
Enquiry 515 (credit notes) - freestyle lines | Design Change | 2021.5.6 | RMA freestyle credit items do not show on the BI enquiry 515 as it’s not designed to, the name of the enquiry has been changed to make this clearer. | |
Stock transfer - insufficient stock | Change | 2022.1.3 | If one or more lines have insufficient stock, the stock transfer is not putting on hold when it should be. | |
SO-Order using Sales order template | Change | 2022.1.2 | Error and issues when creating sales order using Sales order template. | |
Receipt exceptions - PO not receipting | Bug | 2022.1.3 | When attempting to receipt in this screen the purchase order was not receipting yet the EDI PO was being removed. | |
Sales order - discount removal | Bug | 2022.1.3 | When modifying a value in the Discount field using DELETE and ENTER could result in a strange scenario causing later issues with orders. | |
Sales order - previous orders | Bug | 2022.1.3 | The previous orders screen was sometimes showing incorrect stock levels. | |
Sales orders - cancelling old orders | Bug | 2022.1.2 | Users were sometimes unable to cancel old sales orders. |