What’s new in Build 8.1.010
Customer orders
A credit limit feature has been added to the documents:
- Customer orders
- Sales invoices
Industry Solutions
Production and Service
A feature has been developed where the forms of:
Service order, Order by specification and Production order open the new forms of:
- Warehouse document
- Customer order
- Invoices
The old forms of the warehouse document, customer order and sales invoice have been taken out of use.
Accounting
The logic for determining the UIC when generating accounting entries from documents has changed.
The UIC is taken from the counterparty attached to the object.
If the field is empty, the UIC of Counterparty 1 is taken (only the first 9 characters of the UIC).
This feature makes it possible to keep the accounts of several legal entities in one installation of the system.
Three new active reports in the form of an analytical trial balance have been created:
1. Accounting\Balance Sheet\Active Reports\Trial Balances\Analytical trial balance by attribute and percentage (727117)
It is useful for easily extracting and presenting a report on accumulated turnover, receivables (debtors) and payables (creditors) from/to counterparties, for a given period and a specific date. You can show the top X records, with each counterparty’s share of the total turnover and of the receivable/payable.
2. Accounting\Balance Sheet\Active Reports\Trial Balances\Analytical trial balance grouped by cost object and account (727118)
The report is useful for analysing the closing balances of accounts 301 and 306, by tracking them by cost object and the related journal entry, document type, number, date, attribute and value.
3. Accounting\Balance Sheet\Active Reports\Trial Balances\Turnover by category (727119)
This report quickly extracts information on the turnover for a specific account, broken down by accounting category, for a given period (year, months).
Human Resources
Controlling\Human Resources (HR)\Staff Movements (7532)
A new line has been added (shown / opened from the Links button) from which the approver can see whether or not the person is entitled to leave.