|
<< Click to Display Table of Contents >> Navigation: »No topics above this level« Whats New |
More details can be found here
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