VDIST-1521

Vision Business Intelligence - v1.2.0

New Feature

The latest version of Vision BI has been integrated which brings the ability for individual users to mark enquiries as favourites, giving them quick access to those, as they could previously do in BI reports.

VBI-58

VDIST-1583

Various delivery notification improvements

Improvement

Change to the Depot Maintenance to allow the ‘Despatch Confirmation’ timing to be configured there, previously this was hidden and only available to us to change.

A new transport item option in Distribution can now be configured to always print a delivery note regardless of the delivery’s ‘Delivery Note Option’, introduced for carriers who insist on being given a paper copy, you can start to set this to be ready for the future Vision Document Generator (VDG) release of the changes explained below.

IN THE FUTURE - changes will be made to the VDG to send this email instead of the Vision ePOD Processor.  When this happens the email could then include a copy of the delivery note for those deliveries which have the ‘Delivery Note Option’ set to send a PDF, and at this point it will also available for non ePOD deliveries.  A paper note would only be generated by Vision Document Generator for those with the ‘Delivery Note Option’ set to include a paper copy.

The electronic signature or scanned note will also be automatically sent by Vision Document Generator according to the delivery’s ‘POD Option’, this will be sent to the customer’s address to forward in the case of the delivery having no email address to send it to.

EPOD-346
VDG-301
VDG-303

VDIST-1578

Vision Attachment Manager - v1.2

Improvement

VAM v1.2 has now been integrated into Vision Distribution, and now it’s possible to change the attachment type for uploaded documents.  User Group Maintenance now has a ‘VAM Admin’ option, only groups with this ticked can administer the attachment types.

This also includes the fixes in VAM v1.1.2 so documents can now be emailed out directly from the VAM screen.

VAM-8

VDIST-1557

Carrier integration - Warehousing repack options

Improvement

Changes to Distribution Customer Maintenance to bring the carrier repack options here as recently introduced in Warehousing.  Requires a future release of Warehousing to use these new fields.

VW-7007
VW-7473

VDIST-1552

Manifest - layout improvements

Improvement

The doc ref, ARC & order type are now included on the manifest.

RFC-1277

VDIST-1547

Delivery navigation search - delivery point PO ref

Improvement

Added the delivery point PO ref to the delivery navigation pane search.

RFC-1139

VDIST-1544

Carrier extract - additional fields added

Improvement

Added the following fields to the CSV standard output: pallet counts, doc ref, customer DP ref.

RFC-1267

VDIST-1539

Charging - transport discount

Improvement

Use of the VW Product Group transport discount / surcharge field, the product surcharge / discount field will now be ignored.  Customers should therefore ensure that VW Product Group transport discounts / surcharges are setup correctly before going live with this version.

If a product should not have the discount / surcharge applied, the ‘Do not apply transport discount’ field in VW’s product maintenance should be marked.

See [https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/3864625153/System+Deprecated+Functions|https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/3864625153/System+Deprecated+Functions|smart-link] for further information.

VW-7474

VDIST-1532

Quotations - automatic hold

Improvement

A ‘quote’ charge band can now be setup by ticking the new ‘quote’ tickbox in charge band maintenance, this will put any deliveries which use the charge band automatically on hold upon saving.

Other improvements have also been made to the quotation entry and charges in the delivery screen,  

VDIST-1529

Royal Mail Click & Drop - new fields

Improvement

Royal mail click & drop API require two new fields to be added in the carrier message, Order Date & Returns Label Required.  These have been added to the External Carrier Maintenance screen available from Depot Maintenance.

Will require a future change in Warehousing to pickup and use the fields.

VW-7514

VDIST-1506

Awaiting booking - booking ref & times

Improvement

The awaiting bookings screen now has a section to update Booking Ref and Booking Times when saving the booking information.

RFC-1027

VDIST-1460

Carrier integration - switching carriers

Improvement

The carrier can now be changed within the delivery screen.

VDIST-1453
VW-6646
VDIST-1528
VW-7473

VDIST-1423

Additional charges - user audit

Improvement

The user who added / deleted the charge is now visible in the additional charges area of the delivery screen.

RFC-1012

VDIST-1357

Transfer note - emailing

Improvement

Transfer notes are now emailed out rather than printing.

VDIST-1603

VDIST-1593

Delivery screen - charges simplification

Improvement

Various improvements to the Delivery screen Charges tab:

Clarity improved i.e. the Charge Band is now displayed, it’s clearer which fields are the pallet discounts, colour coding improved and other information added to explain how the charging works to users, in particular for the fuel surcharge which can take the percentage from the site / customer at the point the data is taken across to Invoicing.

Negative charges can no longer be input into the Additional Charges, the Handling Charge field has now returned as ‘Handling Adj Value’ which permits the entry of a negative value to allow users to manipulate the Calculated Charge.  Changes to Invoicing are coming early 2025 to display the additional charge lines rather than just a single value, until then the existing invoice layouts will display the ‘Additional Charge’ column as ‘Additional Charges’ - ‘Handling Adj Value’.

VDIST-1597
VDIST-1611
VDIST-1610
VI-835
VI-833

VDIST-1608

Transport Invoice - Pallet rate being applied as case rates

Bug

3.2.5

When changing the Depot the charges based on the Cases are being applied but taking the Pallet rate. Thus making the charge incorrect.

VSUP-36166

VDIST-1592

Delivery - printing the note

Bug

3.2.5

Printing the delivery note from the delivery screen using the ‘Print DNote’ button would only print to the user’s default printer, ignoring the user if they selected another printer to print to.

VSUP-35753

VDIST-1590

Manifesting - drop point number

Bug

3.1.4

The system would sometimes not start at drop point 1 and would in other scenarios duplicate the drop numbers on a manifest.

This was happening when items were being moved to another manifest after saving and required you to resave the manifest again before finalising.

VSUP-35602

VDIST-1589

Automated route planning - accumulate deliveries with same address 

Bug

3.2.5

When the depot ‘Accumulate deliveries with same address’ was unticked an error message was displayed while the route planning engine planned the manifests.

VLIVE-615

VDIST-1581

Route planning - special characters

Bug

3.2.4

When attempting to ‘View Plan’ including a delivery with special characters such as an apostrophe, an error occured.

VDIST-1579

Route planning - search refresh

Bug

3.2.5

Clicking ‘Search' in the Route Planning screen did not refresh the data from the database, deliveries were missing as a refresh was required to be carried out manually

VDIST-1575

Route plan - could not set transport orders

Bug

3.2.5

An error occurred for some PR deliveries when attempting to use the automated route planning.

VLIVE-605

VDIST-1595

Deliveries import from VW - contact telephone

Bug

3.2.5

When importing deliveries the contact telephone was not truncating badly input values to the size required in Distribution and therefore caused errors when printing the delivery note.

VSUP-34858

VDIST-1572

Depot - archiving displayed errors

Bug

3.1.4

When opening a delivery for an archived depot, the error ‘Index was outside the bounds of the array’ is displayed.

VSUP-34660

VDIST-1573

Deliveries import from VW - booking contact name length

Bug

3.1.4

Long booking contact names were causing the VW > VD data feed to stop.

VSUP-34679

VDIST-1520

External carrier - grid entry exception

Bug

3.2.0

Entering new record into the External Carrier screen displayed an exception error.

VDIST-1519

VDIST-1511

Awaiting booking - booking before next available day

Bug

3.2.0

If booking a delivery with a date before the next available delivery date, a warning message was displayed stating that the booked date did not fall on an available delivery day.

VDIST-1489

Delivery - changing currency

Bug

3.1.4.52.1

Changing the currency didn’t recalculate the VAT & Grand Total until the delivery was saved, refreshing the delivery then showed the recalculated price.

VDIST-1487

Awaiting booking - sorting by booked date

Bug

3.2.0

Sorting by booked date would display an object reference error to the user.

VDIST-1604

BI Reports / Open BI reports

Issue

3.2.5

Sometimes when clicking on BI reports you were getting an error
'Your session has been closed by the administrator so please relogin'

VBI-62

VDIST-1562

Schema - Column Mismatch

Issue

3.2.4

Noticed with a few newer deployments that there are a few issues with some column mismatches that are causing archiving jobs to fail.

VSUP-33809
VSUP-35427

VDIST-1596

Delivery charging - line ICases decimals

Issue

3.2.5

A change to the ICases in the delivery lines to go display to 3 decimal places rather than the 4 it was showing previously, as the calculation only calculates to 3.

VC-3181

VDIST-1584

Delivery charging - exceeding the charge band quantity

Issue

3.2.5

When saving a delivery with a quantity exceeding the charge band quantities, the system will now hold the delivery.

VDIST-1580

Route planning - deliveries removed from manifests

Issue

3.2.4

After manually planning a delivery and taking it off of a manifest, it then wasn’t possible to put the delivery through the automated planning module.

VDIST-1559

Delivery - instructions character limit

Issue

3.2.4

The delivery instructions input field is now restricted to 120 characters as in Warehousing.

VW-7287

VDIST-1522

Depot maintenance - site code validation

Issue

3.2.0

Pressing the F11 key in the ‘Default Site’ field did nothing and there was also no validation when saving an incorrect site code.

VDIST-1494

Delivery entry - F11 / F12 product code search

Issue

3.2.0

When creating a manual delivery and pressing the F11 / F12 key in the product code field, products for all matching customer codes were displayed, even for those with a different site code to that of the delivery.

VDIST-1491

Delivery area - archived delivery depots

Issue

3.2.0

Archived depots are no longer shown in Delivery Area Maintenance > Delivery Depots.

VDIST-1577

Manifest - customer signature

Report

3.2.5

Space on the manifest for the customer to sign, serving as a backup should there be no paper manifest or ePOD failure.

EPOD-346

VDIST-1553

BI report designer - additional field

Report

3.2.0

The Confirmed Despatch Date field has been added to the vbi.vDelivery view which is available in the BI report designer.

RFC-1296