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October 2025
•Today - To Do - Work Orders Due to Start - Part inventory status added as a column
•Customers - Sales Orders - Cost Overview option added to display all associated costs of the sales order
•Work Orders - WO Browse - New filter added for WO Priority
•Reports - Various - New report option added to "Use Calendar Days" to allow weekends to be excluded from date calculations (Enquiry Showing Dates, Delivery General Group By, Lead time Analysis (Detail), PO Lead Time Analysis (Detail) reports)
•Maintenance - Projects - Cost Overview option added to display all associated costs of the project
September 2025
•Customers - SO Overview - Added Work Order booking tab and export button.
•Inventory - Allocations - Changes to allow users with no SO access to allocate stock and hide costs from users with no costing access.
•Admin - KPI Security - Added user security option for KPI module
•General - Email subject - Added first & last name placeholders for email subject and message.
August 2025
•Work Orders - SFDC - Added booked quantity info to Work To List screen
•Quality - Calibration - Filter added to Calibration Browse screen for tool Group Name
•Quality - Calibration - Option added to indicate initial calibration is required against tool calibration details which defers Next Calibration Date until initial calibration to done
•Message Centre - Notes - Added ability to archive notes
•General - Email - Add auto-attach functionality to Email Range options
July 2025
•Customers - Sales Orders - APPLY TO ALL LINES option added for nominal codes
•Inventory - Related Items - Added VALUE column to Receipts grids
•Admin - Access Rights - New user permissions added for part revisions
June 2025
•Quality - Non-Conformances - Added ability top set default status for NCRs
•IM Centre - Emailing Supplier/Customer Contacts - Option added to view all contacts, including those not associated with customer/supplier
•Reports - SO Analysis reports - Added filter for default Sales Rep
May 2025
•Suppliers - PI Matching - Purchasing Cost validation/update now done on PI save instead of on PI creation only
•Inventory - Price Matrices - Ability to delete existing price matrix entries now added
•Inventory - Receipts - Customer Returns grid now includes GRN No details
•Tools - Transaction History - Changes to part and WO routing operation times/qty per cycle now captures before/after values in transaction
•General - Accounts Link - Link to MS Dynamics 365 application
April 2025
•Today - To Do - WO with All Material Available to Issue has additional column Stock Category added
•Today - To Do - Grid options added to all Today screens
•Today - To Do - New calendar added for SO by Latest date
•Inventory - Stock Movement - Additional date filter added for specific date
•Reports - Stock Below Minimum stock level - Filter added for minimum stock level and maximum stock level
•Reports - Invoice General Group By - Filter amended to include or exclude Contract No
•Reports - Tooling/Equipment Issue - Added filters for Master WO, Master WO SO, WO Project, WO Department, Job type
•Today - To Do - Expired Company Documents screen now shows expired documents in red to highlight them
•Today - To Do - PO line status added to Purchase Orders, Purchase Orders By Promised Date, and Purchase Orders By Latest date screens
•Today - To Do - Option to hide ON HOLD work orders from Purchase Orders, Purchase Orders By Promised Date, and Purchase Orders By Latest date screens
•Today - To Do - New Outstanding PO Certs screen added for Enhanced PO Certification functionality
•Customers - Enquiries - New Cost Breakdown Summary (All Qtys) report added to enquiry print option
•Customers - Sales Orders - Delivery and Invoice tabs added to SO Overview screen
•Customers - Sales Orders - Part status added to SO Overview screen, and also as a filter
•Customers - Customer List - Sales Trend option added to Analysis tab allow user to see Sales history/trend
•Suppliers - PI Matching - Update Costs tab now enabled when PI is saved, and also after PI has been transferred
•Inventory - Parts List - Ability to set default certification for purchased parts (for Enhanced PO Certification functionality only)
•Inventory - Parts List - Enquiry quantity lead time added to the Enquiries grid in part's Related Items
•Inventory - Purchasing Trend - New option added to allow user to see purchase history/trends from inventory section
•Inventory - Sales Trend - New option added to allow user to see sales history/trends from inventory section
•Inventory - Stock Transfers - Transferring stock to a location marked as Requires Release automatically marks the GRN as Requires Release
•SFDC - SFDC Status - Added receipt, scrap and issue quantities to SFDC transactions where applicable
•Tools - Import/Export Data - Supplier ratings, capabilities and certification import/export routines amended to allow user to amend and/or delete existing details
•Reports - Tooling & Equipment Issue report - Added filter for Issued To employee
•Reports - Employee Certification (Active) report - New report added to list active employee certifications
•Reports - WO Op Status reports - Overbooked operations now shown with red text to highlight
•Admin - System Options - Option added to exclude On Hold SOs from ON ORDER (SO) demand
•Suppliers - Purchasing - PO Expedite shows overdue POs in red
•Inventory - Related Items - WO planned Start and Finish dates added to part's Work Orders grid
•Inventory - Allocations - Date filters now available when allocating GRNs to SO lines from a receipt
•Inventory - Stock Status - On Hold/Unpaid Proforma SOs separated from SO demand if On Hold/Unpaid Proforma do not generate requirements
•Work Orders - Below MSL - New option added for excluding On Hold SO requirements (same as Unpaid Proforma SOs)
•SFDC - Job Details - Booked Qty and Scrapped Qty now shown when jobbed on
•SFDC - Work To List - New option added for Department Work To List
•Today - To Do – Submitted flag added to grid of Purchase Orders By Promised Date and Purchase Orders By Latest Date screens
•Suppliers – Purchase Enquiry – New menu options to update price matrix and op default supplier on subcontract operations
•Inventory – PO Receipts – New system setting to allow the latest date to be used as due date
SFDC – WO Status – Live bookings are now included in the Qty Booked column
•SFDC – SFDC Button security – Note added that only ON/ OFF security levels can be changed
•Quality - Tooling & Equipment – Usage Since Valid and Issued Since Valid columns added to T&E Browse grid
•Reports – SO On Time In Full report – New filter added for Exclude On Hold
•Reports – Inventory Stock Take report - New filter added for Active Stock
•Reports – Invoice Profitability report - New sort option added for Actual Profit
•Tools – Transaction History – Export, preview, and print transactions added for reports
•General - Email - Grid options and ability to pin form added
•Customers - Invoices - Transaction recorded when invoice transferred to accounts
•Suppliers - PI Matching - Transaction recorded when PI transferred to accounts
•Admin - System Options - Option added to auto-complete a WO when outstanding quantity received
•Inventory - Stock Check - Additional filter added for part description
•Reports - Stock Check report - Batch No. column added to report
•Inventory - Stock Check - Additional date filters added for part and GRN issue date
•Inventory - Transfers - Additional filter added for stock category, and also ability to use % wild card in search
•Work Orders - Work Orders - Option added to reset all grids on WO Overview screen
•SFDC - SFDC Material - Option added to preview WO Job Card document
•Reports - Customer Analysis report - Additional NCR sub-report added
•Reports - Supplier Analysis report - Additional NCR sub-report added
•Reports - Efficiency By Employee reports - Added filters for part number and project
•Admin - System Options - Control for printing SO documents only on completion of Contract Review expanded to include Production Order
•Maintenance - Work Centres - Part status added as a column to Where Used grid
•General - Address Selector - Ability to search customers/suppliers
•Customers - Enquiries - Enquiry Sales Prices tab revamp
•Customers - Enquiries - Importing enquiry lines for existing parts populates enquiry details from master part records
•Suppliers - Purchase Orders - Warning if PO line quantity change results in change of price
•Suppliers - Purchase Orders - Enhanced PO certification functionality
•Reports - Invoice Detail report - New filter added for NET value
•Work Orders - Work Orders - Option to show WO warning note when accessing existing WOs
•Admin - Access Rights - Additional user security option added for PO line status
•Admin - System Options - Option added for displaying related NCR count on new deliveries
•Tools - Imports - Importing new revisions to inventory records assigns drawing path to revision as well as part master
•Customers - Customer List - Added enquiry and sales contract reviews to Related Items tab
•Maintenance - Employees Certification Overview - Added renewal date column
•Quality - Tooling & Equipment - Total Usage column added to main T&E Browse grid
•Reports - Calibration Detail report - Added filter for default source
•Reports - Calibration Due report - Added filter for default source
•Today - To Do - Comments column added to the O/S Enquiry Contract Review screen
•Suppliers - Purchase Orders - Acknowledgment No. column added to main Purchasing Browse grid
•Suppliers - PO Expedite - Can now sort grid by clicking on column headings
•Suppliers - Purchase Requisitions - Line NET total added
•Inventory - PO Receipts - PO line EXTERNAL note added to the PO Receipt screen
•Work Orders - Work Orders - Quantity, No of Scrap Entries and Scrap Quantity columns added to Operation Summary and Work Centre Summary grids in Booking tab
•SFDC - SFDC Status - Added Booked Qty to Job Information grid
•Tools - Future Stock For Structured BOMs - Added filter for SO Sales Rep
•Tools - Transaction History - Additional transactions recorded for changes to supplier, customer and inventory price matrices
•Holidays - Holiday Planner - Option added to show absences on Holiday Planner
•Reports - Supplier Quality Summary report - Supplier standard added
•Reports - Purchasing reports (various) - Filter added for Proforma Paid
•Reports - Work Order Material Traceability reports - Batch No. column added to reports
•Today - To Do - PO header INTERNAL note added to Purchase Orders Due, Purchase Orders By Promised Date and Purchase Orders By Latest Date screens
•Customers - Customer List - Option added to Contacts tab to allow email to be generated directly from contact
•Customers - Sales Orders - New option to assign project to all SO lines
•Suppliers - Contacts - Option added to allow email to be generated directly from contact
•Inventory - Stock Status tab - Available Stock column added to ACTIVE stock grid
•Inventory - Stock Check - Additional column added for Qty Allocated. Screen also checks to ensure new stock quantity is not less than allocated quantity.
•Reports - Inventory Return To Suppliers report - Filter added for Supplier Family
•Reports - Top Selling Parts report - Totals added to report
•Admin - Access Rights - Additional user security option added for Load Vs Capacity
More details can be found here