Wednesday, February 24, 2010

Version 311.496.10111

Upgrading to the current version requires synchronization database. Make sure you have completed all necessary steps before you proceed.

New / Modified features

Cash documents
New columns were added to the cheque lines of cash documents that enable the direct selection of bank branch and bank account.

New TSMEDE file (Greek legislation only)
The format of TSMEDE file has been redesigned.

Value of services in VIES / INTRASTAT (Greek legislation only)
The value of services lines in sales - purchases documents is now calculated in INTRASTAT / VIES value. In addition, changes were made to the respective reports according to POL 1127.

Triangular sales
The retail documents were not included in triangular sales. The behavior has been modified in accordance to the sales documents.

Multiple settings of fiscal signature devices per workstation (Greek legislation only)
More than one fiscal signature device can be set per company and workstation.

Shortcut key for line details
A new shortcut key has been added to the Keyboard settings that allows for one-touch display of line details in documents.

Zero values in pricing policies
A new parameter – “Zero values” - has been added to the pricing policy (agreement) rules. If enabled, then 0 in the specific agreement is considered to be a value. In any other case, it will return no results.

VAT status in retail documents
The VAT status in retail documents is proposed according to the VAT status of the company branch and not the one of the customer.

Massive reversing of pending in lines
The feature can be used in browsers with line analysis.

Check balance with reserved qty when transforming pending orders
Depending on the type setup, the balance check (applied to lines) may take into account the target document.

XML file for Intrastat declaration (Cyprus – Bulgaria legislation)
Extra fields have been added to the sales – purchases documents.

Retail documents with negative payable value
A new flag has been added to sales setup which can be used to prevent posting of documents with negative value in the [Payable] field.

Payroll function
A new function has been added that returns the payroll calculation sheet for a specific employee.

Bug fixing

Copy from buffer in documents
When using copy from buffer in documents, the warehouse of the central branch was proposed.

Sales opportunity in calls
A sales opportunity linked to a call was not available from the call screen.

Transforming purchase documents with manual VAT value
The target document retains the VAT value of the source document (only for 1 to 1 transformations). However, if the target document is edited the VAT value will be recalculated.

Special transactions
The hyperlink on the partner displayed incorrectly the financial data of the customer instead of the partner.

Matched documents report

The partially matched documents did not appear in the report.

Rounding differences in INTRASTAT value
Any rounding differences among the total INTRASTAT value and the sum of line values are now allocated to the lines.

Modification of INTRASTAT exchange rate
When the INTRASTAT rate was modified, the VIES value was not updated with the results of the new calculation

Batch price recalculation
When the batch price modification from purchase documents was selected, the wholesale price of the item did not appear.

Customer remittances
When matching documents in remittance lines, an error message appeared.

Modify Period data
When the job was selected, incorrect payroll elements were displayed.

Employer certificate and Detail D.P.S report
A flag has been added to prevent HTML printing of the reports.

Balance cost in monthly statement of correlation code
The calculation of the cost was not correct.

Price per color – size in retail
The price analysis pop-up window was not available in retail documents.

Serial Number journal
The report failed to print data if the customer code of the transaction was added as column.

Filters in Actions (indirect display)
The filter screen of Actions when displayed through Installations was missing the ‘OK’ and ‘Cancel’ buttons.

Friday, February 5, 2010

Version 311.495.10093 uploaded

Version 311.495.10093 is available in all languages in public download area. For details about new features and bug fixes, please follow the link.

Wednesday, February 3, 2010

Version 311.495.10093

Important notice

Upgrading to the current version requires database synchronization. Please make sure you have completed all necessary actions before proceeding. It is also recommended to keep the backup copy of the database together with the log file until you verify that the process has been successfully completed.

The following specifications have been modified or added:

Three new jobs have been integrated to optimize open-item data and create FIFO open-item entries. See more here.

Exchange rate differences
The calculation of exchange rate differences has been expanded to include matched documents in different periods where evaluation exchange rate differences have been calculated. 

Cancel documents
Cancelling a document (cancel transactions) is no longer allowed for documents that have been cancelled by reversal.

Balance per attribute/Wh
The length of the Wh field has been increased to 20 from 15 in “Balance per color/Wh” and “Balance per attribute/Wh” reports.

New accounting resolver
The resolver for the accounting code of the document partner has been added in special transaction documents.

When the same workstation is posted more than one times, the application uses the network data to track the code of the workstation.

Copy company
A multi-selector has been added to the Copy company job. It is available when copying companies with “Copy parameters” to select additional tables to be copied.

Document checking
A new option has been added to set “Question” instead of Warning / Prohibition in document checks (credit control and balance availability).

The special contracts have been modified to support the material supply in specific quantities and prices.

Weighted days based on payment terms
The Full payment days and Full payment date indicators have been added to the payment term analysis.

Default cash selection
An additional check is performed to determine if the cash point defined in user data belongs to the document branch. If not, the SOCASH field is cleared. If the branch has one cash point only, this will be the default.

Send delay in batch mailing
A user-defined delay time has been added to apply to batch mail sending (in sec).

Modify in previous fiscal year
The relative parameter has been added to the special transaction document types.

Update Multilingual versions in client/server installations
The automatic update of the client files from the server is now supported in Multilingual editions.

Cancelling transactions of a transferred document
The cancelling of the documents is now based on the value of the parameter “Delete transferred”. If the deletion of a transferred document is not allowed, the cancelling of the document (either way) will be also prohibited.

User rights in retail advance payments per branch
A new parameter has been added to the branch details to define if users from other branches can process advance retail payments.

Εmail without a subject
A warning is displayed if a user attempts to send an e-mail without a subject.

Copy offers
A new option to copy an offer has been added. The offer that is copied will be cancelled.

Status header
The header of status in action series setup has been renamed to “Status of previous action”.

Date control in agreement data
The posting of a “To date” that is prior to the “From date” is not allowed.

Interest-Offer-Order series per branch
A grid has been added to the CRM parameters to define separate Interest/Order/Offer series per branch.

Printing a document from sales opportunities
Printing an interest / offer document that is called from a sales opportunity is now supported.

CRM statistics
The following fields have been added to CRM statistics and can be selected:
1. Number of relative actions, displays the number of actions in history
2. Pending relative actions, displays the number of pending actions in history
3. Start of relative actions, displays the minimum starting date of actions in history
4. End of relative actions, displays the maximum end date of actions in history

Credit control
The PRVBAL expression has been added, which returns the balance before the current transaction.

Recalculate prices in documents with pricing policies
When recalculating prices in documents with pricing policies, a confirmation question is displayed for the user to decide whether or not the recalculation will include item lines with pricing policies.

Document transform
The extra line field values num01, num02, num03,num04 are now transferred to the destination document.

Transform of purchase documents
The right – click option of document transformation is now available in purchase document browsers with line analysis. The feature was available in sales documents.

Contract salesman in document generated by contract
The salesman of the contract instead of the customer salesman is proposed in the document that is generated from a contract.

TRDR branch filter in document open-item window
The branch of document trading party is now available when selecting documents to be matched.

Date filter in document open-item window
A date filter has been added to the document open-item window.

Cancelling of production costing
The production costing can now be cancelled in all selected periods (and not only the last one). However, this feature should be used very carefully because cancelling intermediate periods can lead to wrong results.

New function in purchases
The FopenItemValueDoc function has been added to the purchases module.

Claim type change
A restriction has been added and applies to the modification of claim type in document types. Now only users with SOUNLOCK=1 can modify it.

Line columns
Two new fields available when designing sales document columns: nominal value, nominal V.A.T .

Employment date range (payroll function)
A new function that returns the number of employment days between two given dates has been added.

Preview of Revenue-Expenses entries (Greece only)
A new report has been added that displays the Revenue-Expenses entries to be exported to file.

Bug fixing

Bug in open-item
If a cash document had cash expenses it could not be matched. No open-item entries for the expenses were posted and all open-item entries of the documents were deleted.

Custom document screen
If a custom screen for document posting was used, then the pop-up window that included quantities and prices in color – size included inactive attributes also.

Custom document screen
In sales/purchases document with items with attributes the attribute analysis tab did not appear.

XSPELL (Romanian)
The XSPELL function in Romanian did not return results for amounts above 1000.

Quantities per attribute report
If an analysis expression was used, the filter “Only positive” / “Only negative” did not function.

Remove pending in sales order
If selected two times in a sales order, the document was not marked as transformed while the lines in the source order appeared as cancelled.

Multiple accounting entries of production document
If a production document generated more than one accounting entry, only one appeared in the relative window.

Official inventory report
When running the report, the message "Field '' has no dataset" appeared.

Custom e-mail screen
When designing a custom e-mail screen, an access violation error appeared.

Brief costing report
The Costing Documents band did not display.

Create company
The modification of company data was not saved if the company was created with the Create company option.

Display of dates and values in Windows 7
Dates and values did not display correctly in Windows 7 OS (according to the regional settings)

Print form
Printing of crystal reports in pdf format by using the PrintForm function in views and import scripts is now supported.