What’s new in Build 8.2.018
Saved filters
Filters can now be saved in the new lists. To do this, filter the data by the criteria you want, then under Settings, Filter management, save a name for the applied filter.
When working with the list, saved filters can be called up both from the filter itself and from a list under the filter:
Choosing fields and saving the current choice in the new forms
The new forms can now also choose fields and save the current view. To save the columns, go to the list, Settings, Choose fields. Choose the fields to add to or remove from the list, then Settings, Save current choice, to save the chosen view.
Using function keys
In the new purchase order, customer order, purchase invoice and sales invoice forms, function keys can now be used: F6, close the document; F9, export to a warehouse documentUser sizing of the filter form
All filters opened from lists can now be enlarged/shrunk with the mouse, so that all filter criteria are visible without scrolling in the form. When the filter is opened again, the last size set by the user is kept.
Business Solutions
Customers
Sending documents (purchase orders, customer orders, sales and purchase invoices) by e-mail in PDF
When sending as a PDF from the document forms, forms from
Supply
The new forms of purchase orders and purchase documents (invoices) now check for a missing supplier bank account when payment is by bank (payment order -) and show a warning. The check is controlled (on/off) by the parameter “BANoNotSet” on the Global Settings line. If True, the message “No supplier account selected!” appears. If False, no check is made and no message appears.
In the new forms of purchase and sales documents, replacing one product with another does NOT clear the Free text and Comment fields.
Materials
Warehouse
Closing an issue document in a batch warehouse with a date earlier than the last movement of the batch
In a batch warehouse, a goods issue document for a batch can be closed with a date earlier than the date of the last movement of that batch. The only check is that this must not lead to negative stock for the batch.
When a reversing issue document is made in a batch warehouse, it may be dated before the last movement of the batch. The only check is that the reversing document is not dated earlier than the document it reverses.
Stock and movement reports in the warehouse currency
For foreign currency warehouses, stock can now be viewed in the warehouse currency on the line Materials\Warehouse\Stock (4220) > File, Reports > Print stock in the warehouse currency
On the line Materials\Material Flows\Warehouses: details and reports (4112), the filter can now also choose the unit price in the warehouse currency.
Warehouse documents can now also be printed in the warehouse currency
Industry Solutions
Production
Report: Analysis of raw materials used by document and recipe
The report is opened from the line Materials\Warehouse\Active Reports\Analysis of raw materials used by document and recipe (427201). It is useful for analysing the raw materials bought and used in production and comparing them with the volume of products made.
It also helps answer whether the quantity of raw materials issued with material issue notes equals the quantity of products made according to the finished goods reports.
Human Resources
Salaries
Sending pay slips by e-mail as password-protected PDF files
When sending by e-mail as a PDF from the pay slip form, you can now choose whether the generated PDF files are password-protected (personal ID number, the last digits of the personal ID number, or no password). By default the password is the employee’s personal ID number.
Creating a cost object from the employee record
When a new employee record is activated, a cost object is created automatically. The created cost object can be seen on the Actions tab, Cost object.
Entering compensation when employment ends
Compensation entered in the order terminating employment can now be reflected automatically in the pay slip.
To use the automatic transfer, the compensation code must be set up:
1. With a tick in the Payslip column.
2. With the option to choose it also in document type 3239 Termination order.
