© Copyright 2013 Pronto Software Limited. All rights reserved

Pronto Software © 2013 Software Version: 710.1 Service Pack Release Notes

Page ii Commercial in Confidence

© Copyright 2013 Pronto Software Limited. All rights reserved.

Pronto Xi Service Pack Release Notes, Version 710.1

Trademarks

® Pronto, Pronto (logo), P (logo), Pronto Software, Pronto Xi, Pronto Xi Dimensions, So Easy Guide, and Pronto Enterprise Management System are trademarks registered by Pronto Software Limited (ABN 47 001 337 248) in Australia, USA and other countries.

™- trademarks of Pronto Software Limited (ABN 47 001 337 248)

IBM® and Cognos® are trademarks of International Business Machines Corporation.

Disclaimer

The information contained within this document is provided on an “AS IS” basis, is subject to change without notice, and is not warranted to be error-free.

Contents

Service Pack Release Notes Software Version: 710.1 Pronto Software © 2013

Commercial in Confidence Page iii

Contents

Introduction ................................................................................................................................................ 1

Major Changes .......................................................................................................................................... 2

Pronto Connect .......................................................................................................................................... 2

Making Mobility Work .................................................................................................................................. 2

Mobile CRM ................................................................................................................................................ 3

Mobile Service ........................................................................................................................................... 3

Business Intelligence Enhancements ...................................................................................................... 4

Data Intelligence ....................................................................................................................................... 5

Intelligence ................................................................................................................................................ 6

Business Intelligence ................................................................................................................................. 6

57814 - Reporting Capabilities - Temporary Licences ........................................................................... 6

58263 - Capture Commitments during Forecast Cost to Complete ................................................... 6

59759 - System Control Time Dimension sys - allow setting of user-defined time dimension date 7

60731 - Mirror Project Cost Categories for Reporting Efficiency .......................................................... 7

60835 - Project Period Based Budgets ...................................................................................................... 7

61012 - Synonym Creation Bypass ............................................................................................................. 8

61307 - New Status and Objects for BI in the Description Table Maintenance Function ................ 8

61406 - GL Opening Balance for GLAPP Accounts ............................................................................... 8

61407 - Various Fields added to BI Packages ......................................................................................... 9

61511 - Create Synonyms for $SYSPAY if used ....................................................................................... 10

61797 - IBM Cognos Hierarchy Prompt ................................................................................................... 10

61984 - System: BI ........................................................................................................................................ 10

62194 – IBM Cognos GL Appropriation Issue ......................................................................................... 10

62281 - Hierarchy Sales Analytics Error .................................................................................................... 10

Alert Intelligence ..................................................................................................................................... 11

60558 - Validation of Field from Custom Dictionaries .......................................................................... 11

61539 - AI Renaming Attachments Issue ................................................................................................ 11

61553 - AI Not Working As Expected When Set Up Across Companies ........................................... 11

Foundation ............................................................................................................................................... 12

Infrastructure ............................................................................................................................................ 12

59298 - Quickdata Unable To Run Reports On Schemas .................................................................... 12

59431 - Keyword Searching Improvements ........................................................................................... 12

60028 - Upgrade Process Issue ................................................................................................................. 13

60984 - Cannot Find Quick-links.op6 Issue ............................................................................................. 13

61509 - Data Grid Report - Components with Decimal Override ..................................................... 13

61520 - IMPLIED Quick Links Fail When Key Is Less Than 10 .................................................................. 14

61768 - Favourites not Validating Security Issue .................................................................................... 14

61809 - Copy Live to Test Company Script Issue................................................................................... 14

4GL/Runtime ............................................................................................................................................ 15

Column Value Truncated in Custom Tables .......................................................................................... 15

System Administration ............................................................................................................................. 16

60760 - Cash Receipts ............................................................................................................................... 16

Contents


Page iv Commercial in Confidence

60853 - Supplier Bulk Maintenance Issue................................................................................................ 16

60967 - Postdated Cash Receipt Cannot be Selected for Cancellation ........................................ 16

61007 - Redundant Message When Finish Time = Start Time .............................................................. 16

61139 - Recalculate Timesheets .............................................................................................................. 16

61330 - Re-entering Multiple PO Invoices Causes Tax Duplication ................................................... 17

61337 - Bad Debt Posting Tax Issue ......................................................................................................... 17

61449 - Default Required Line Date Upgrade Issue ............................................................................. 17

61474 - Setting User To Inactive Not Clearing Access ......................................................................... 17

61483 - Blank Cost Category in Timesheet ............................................................................................. 17

61504 - Progen/Browse Layout Screen Loses Currency ...................................................................... 18

61583 - Bad Debt Posting Error ................................................................................................................. 18

61586 - Fast Supplier Invoice Entry ........................................................................................................... 18

61598 - Entering New Company Code Details ..................................................................................... 19

61599 - Receipt Cancellation Issue ......................................................................................................... 19

61609 - Fast Supplier Invoice Entry Issue ................................................................................................. 19

61614 - Make Serial Sequence Unique in Service Contracts .............................................................. 19

61617 - System Control I/O Error when Creating a Company ........................................................... 20

61718 - Cash Receipts Issue ...................................................................................................................... 20

61725 – Postdated Transaction Receipts Problem ............................................................................... 20

61752 - DI Author Incorrect After Upgrade ............................................................................................ 20

61770 - Maintain Report Sequence Issue ............................................................................................... 20

61775 - Upgrade Process Error.................................................................................................................. 21

61786 - PO Requisition Notification Email Changes ............................................................................. 21

61789 - Manual Cash Payment Issue ...................................................................................................... 21

61814 - Fast Supplier Invoice Entry ........................................................................................................... 21

61866 - Manual Cash Payment ................................................................................................................ 22


61882 - Layout is Resorting the Lines ....................................................................................................... 22

61900 - Foreign Bank Revaluation ........................................................................................................... 22

62162 - Upgrade Results in Wrong Invoice and Settlement Due Dates ........................................... 22

62197 - Terms Descriptions Code – TD Error............................................................................................ 22

Component Libraries ............................................................................................................................... 23

60387 - Sales Order Status Handling........................................................................................................ 23

60393 - Status Override Public Exportable Procedure For Sales Orders Released From Hold ...... 23

61005 - Promotional Pricing In Order Splits Public Exportable Procedure ........................................ 23

61027 - Purchasing Officer Non-stock Limit Amounts not Applied .................................................... 24

61064 - Component is Consumed Without Issue upon WO Completion ......................................... 24

61069 - Display Of Tax Exemption Detail In Cash Sale Entry ............................................................... 24

61181 - Setting of Supplier Lead Times to Zero ...................................................................................... 24

61321 - Store Allocations Public Exportable Procedure ...................................................................... 24

61331 - Project Claim Schedule Budget - Public Mode ...................................................................... 25

61523 - Trigger Program for style/colour size tlibscs.spl ........................................................................ 25

61538 - Sales Order Update - Sales Cost Public Procedure ................................................................ 26

61595 - Promotion Build Impact on In-Progress Sales Orders .............................................................. 27

61596 - Threshold Promotions Causing a POS Error .............................................................................. 27

61597 - Denoting Promotions as Inclusive or Exclusive of Tax ............................................................. 27

61629 - Point of Sales Entry Public Exportable Procedure ................................................................... 27

61630 - Sales Order Printing - Public Tags for Lots, Serials and so on ................................................. 28

61631 - Is User a Credit Officer - Public Exportable Procedures ......................................................... 28

61680 - Threshold Promotion does not Apply to Price Source 'R' ....................................................... 29

61706 - Service Keyword Locking Issues During SQL-DELETE ............................................................... 29

Contents


Commercial in Confidence Page v

61722 - Promotion Discount Amount can be Stored as Tax Incl/Excl ............................................... 29

61728 - Service Call Processing - Projects On/Off Hold Public ........................................................... 29

61732 - Flagging Promotions as Inclusive or Exclusive of Tax .............................................................. 30

61734 - Threshold Promotions with Same Item as a Qualifier & .......................................................... 30

61737 - Recommended Retail Price Based Promotions ...................................................................... 31

61796 - POS Backorder Split Public Exportable Procedure ................................................................. 31

61806 - Clearing Calls with Multiple Serials - New Public Exportable Procedure ............................ 31

61827 - Wrong Tax Rate is used for Promotion Special Line ................................................................ 32

61845 - Inventory Console - Public Exportable Procedure to Control Supplier ............................... 32

61861 - Sales Order Update - Public GL Transport Cost Procedure .................................................. 33

61869 - Cannot Cancel '02' Status SO Where SO # Does Not Exist - Exportable Procedure ........ 33

61923 - Public Procedure to Control Line Positioning .......................................................................... 33

61924 - EDI Generation for Firm Planned Purchase Orders ................................................................. 34

61930 - Promotion - Missing Type 'Q' Promotion Records for Refund ................................................ 34

61945 - Call Chargeout Fee Public Exportable Procedure ................................................................. 35

61946 - Extended Returning String for clib100-get-alpha-cell ............................................................ 35

61958 - CRM Console Accounts and Contacts labels ........................................................................ 35

61972 - CRM Account Creation From Customer Numbering ............................................................. 36

61988 - New Public Exportable Procedure for Plant Item and Work Order Validation ................. 36

62001 - Copy SO with Promotions Results in Wrong SO Header Totals ............................................. 37

62020 - Public Mode Now Available on the Forecast Review Screen.............................................. 37

62046 - Split Sales Order with Promotion Discount Lines ...................................................................... 37

62050 - Site Address Note Transposing to Quoted Delivery Address................................................. 38

62054 - Prices Incorrect on Transfer Orders – Public Exportable Procedure .................................... 38

62091 - Promotion Maintenance Displays Wrong Promotion Details ................................................ 38

62170 - Purchase Orders In Shipment Must Be Received By Shipment ............................................ 38

Screen Customiser .................................................................................................................................. 39

Screen Customiser Computer Based Training (CBT) ............................................................................ 39

61376 - User-Only Fields Added to Stock Unit Conversion Screen ..................................................... 40

61742 - Added na-mobile-phone as a Suppressed Field .................................................................... 40

User -Only Fields Added to stk-budget-review Screen ........................................................................ 41

TrueForm ................................................................................................................................................... 41

61825 - TrueForm Manual Transmission Attachment Issue ................................................................... 41

FaxMail ..................................................................................................................................................... 41

61223 - Can’t Send Multiple Spool Files Through FaxMail .................................................................... 41

Financials ................................................................................................................................................. 42

Accounts Payable ................................................................................................................................... 42

60263 - Selective Invoice Payment Printing Void ................................................................................. 42

61104 - Cancel Payment .......................................................................................................................... 42

61225 - Email Addresses Are Editable From Other Supplier Records ................................................ 42

61279 - Can't Release Payment if Current Month of Ledgers are Locked ....................................... 42

61311 - View Payment Transaction Shows Irrelevant Transactions .................................................... 42

61354 - Processing Multiple Invoices for a Shipment ............................................................................ 43

61387 - Cancel Payment Issue ................................................................................................................. 43

61489 - Setting up EFT Details ................................................................................................................... 43

61493 - Price Protection I/O Error on Removal of Record ................................................................... 43

61510 - Incorrect Tax is Posted for Supplier Rebates ............................................................................ 43


61587 - Print/Update Remittance/Cheque Issue .................................................................................. 44

Contents


Page vi Commercial in Confidence

61626 - Cheque Layout Issue ................................................................................................................... 44

61627 - Setting up EFT Details I/O Error .................................................................................................... 44

61628 - Subscription Error When Printing Cheque Over 1 Billion$....................................................... 44

61636 - Setting up EFT Details Problem ................................................................................................... 44


61729 - Payment Transaction Listing ....................................................................................................... 45


61788 - Purchase Invoice Problem .......................................................................................................... 45

61965 - User Definable EFT Unable to Match Bank Specifications..................................................... 45

62025 - Setup of EFT Details Issue ............................................................................................................. 46

62100 - Setting up EFT Details Issue .......................................................................................................... 46

62120 - Selective Invoice Payment ......................................................................................................... 46

62135 - Maintain Taxable Payments Annual Report (TPAR) Layout .................................................. 46

Accounts Receivable ............................................................................................................................. 48

52892 - Changing MFF Causes Rebuild which Changes Text Value................................................. 48

60589 - Last Sale Date not updating when a bill-to is set .................................................................... 48


61142 - Territory Sales Displaying Incorrect YTD Figures ....................................................................... 48

61235 - Bad Debt Posting .......................................................................................................................... 48

61479 - Customer with Consolidation Type R not creating JE record ............................................... 49

61507 - Manual Invoice for Project Problem ......................................................................................... 49

61589 - Entry of Manual Invoices Issue .................................................................................................... 49

61622 - Negative Price is Corrected to a Positive Value by SO ......................................................... 49

61682 - Incorrect Payment Approval For Multiple POs ........................................................................ 49

61778 - Intra Journal Entry Issue ................................................................................................................ 50

61842 - Last Payment Amount Being Copied to New Customer ...................................................... 50

61925 - Customer Type Not Copied in CRM .......................................................................................... 50

62069 - GL Account Not Populated Correctly on Manual Invoice ................................................... 50

62070 - Editing a Manual Invoice Linked to a Project Duplicate Transaction ................................. 50

62071 - Manual Invoice Edit Causes Integrity Error ............................................................................... 51

62074 - Entry of Manual Invoices Allows Mixed Line Types ................................................................. 51

62075 - Manual Invoice Entry Unable to Add New Lines to Order .................................................... 51

62149 - Accounts Receivable - Setting dr-sort-key............................................................................... 51

62150 - Cash Receipts Missing Find Mode ............................................................................................. 52


Fixed Assets .............................................................................................................................................. 52

55783 - Quantity Split Creates Negative Tax Capital Cost ................................................................. 52

61838 - Depreciation in Project Doesn't Update Project Field in GL Batch ..................................... 52

62022 - Maintain Asset Issue ..................................................................................................................... 52

62052 - Add Code Table Descriptions to Asset Master........................................................................ 53

General Ledger ....................................................................................................................................... 53

60697 - Post Standing/Rev/Periodic Journals Issue ............................................................................... 53

60831 - Supplier Recosting Posting Into Closed Inventory Period ...................................................... 53

60982 - GL Streaming Update - Checking Batch Balance ................................................................. 53

61033 - General Ledger Integrity Problem ............................................................................................. 53

61077 - Informal Bank Slip Issue ................................................................................................................ 54

61251 - GL Account Duplication in Help Screens ................................................................................. 54

61300 - Tax Analysis Issue ........................................................................................................................... 54

61319 - Statement Reconciliation Issue .................................................................................................. 54

61529 - GL Streaming Update Queue Enquiry ...................................................................................... 54

Contents


Commercial in Confidence Page vii

61582 - Supplier Charge Line Tax Code ................................................................................................. 55

61608 - General Ledger Integrity ............................................................................................................. 55

61697 - GL Integrity Problem ..................................................................................................................... 55

61711 - GL Package – Don’t Exclude GL CLEARING BF Transactions ............................................... 56

61720 - Check Financial Report Truncating GL Account Code ........................................................ 56

61812 - Post Standing/Self Reversing Journals Security ....................................................................... 56

62015 - Maintain Ledger Account Details ............................................................................................. 56

62019 - General Ledger Master Chart of Accounts Issue ................................................................... 56

62212 - Maintain Ledger Account Details Problem ............................................................................. 56

62213 - Statement Reconciliation ........................................................................................................... 57

Payroll and Human Resource Management (HRM) ............................................................................. 57

59579 - Calculate Earnings for This Pay Run........................................................................................... 57

60458 - Terminate Employee - Report Only ........................................................................................... 57

60592 - Full Edit and Entry .......................................................................................................................... 57

60735 - Begin Pay Run Issue ...................................................................................................................... 57

60945 - Employee Years of Service Report Issue ................................................................................... 57

61141 - Maintain an Employee Issue ....................................................................................................... 58

61152 - Print Payslips And Other Advices ............................................................................................... 58

61176 - Maintain an Employee Payslip Issue ......................................................................................... 58

61221 - Payroll Number Missing Modes Issue ......................................................................................... 58

61250 - Calculate Earnings For This Pay Run .......................................................................................... 58

61364 - Payroll YTD and Transactions Rebuild ....................................................................................... 59

61454 - Maintain an Employee Issue ....................................................................................................... 59

61469 - Incorrect Leave Balance Display after Timesheet Entry ........................................................ 59

61675 - Earnings YTD Issue ......................................................................................................................... 59

61758 - Payment Summary Report .......................................................................................................... 59

61877 - Payment Summary Print Problem .............................................................................................. 59

62009 - Superannuation Calculation Problem ...................................................................................... 60

62018 - Maintain an Employee Salary Issue ........................................................................................... 60

Distribution ................................................................................................................................................ 61

Sales Orders ............................................................................................................................................. 61

57333 - Sales Quotation - Configured Specials ..................................................................................... 61

58463 - SSCC Label Print Slow .................................................................................................................. 61

58987 - Despatch WMS Orders - Recalculate Picking Time ................................................................ 61

59562 - Unable to Reconfigure Item During Quote Entry .................................................................... 62

59741 - Copied Sales Order Not Adding to sales-order-gl-coding.................................................... 62

59756 - Item Return Pricing from Original Invoice ................................................................................. 62

60629 - Pick Slip Printing Hangs with Certain DW Table Setup............................................................ 62

60682 - Printing Serial Numbers on Invoice for Consignment Order ................................................. 62

60742 - Lots Incorrectly Held In Due Out ................................................................................................ 62

60808 - Label Reprint Stuck at the "Spooled" Status ............................................................................. 63

60902 - Losing Currency on Despatch Package Enquiry .................................................................... 63

60947 - Partial Credits not Posting Correctly .......................................................................................... 63

60972 - Price Changes of Lot Controlled Items after Invoicing .......................................................... 63

60995 - Sales Order Edit Issue ................................................................................................................... 63

61056 - Rework C/N for a PM Service Call not Added to Call ........................................................... 64

61107 - Layout Maintenance +999 Lines ................................................................................................ 64

61120 - Sales Order Proceeds to Conclusion without Lines ................................................................ 64

61124 - Contact Name Disappearing After Entry ................................................................................. 64

61131 - Configured Item Conversion from Quote ................................................................................ 64

Contents


Page viii Commercial in Confidence

61134 - Full Order Entry Issue ..................................................................................................................... 65

61146 - Order Response Screen Refresh ................................................................................................ 65

61150 - Cosmetic Change to Correct Spelling Mistake ...................................................................... 65

61158 - Picking slip codes not printing in correct position issue ......................................................... 65

61162 - Sales Order Work Link Processing in Docket Update ............................................................. 65

61179 - Sales Order Despatch - Insurance Premium/Charges (IP/IC) .............................................. 65

61182 - Misleading Error Message Text on SO Update......................................................................... 66

61224 - Proforma Creation Performance is Slow .................................................................................. 66

61234 - Product Configurator - Configurator Costing .......................................................................... 66

61315 - Sales Type Cannot be Corrected .............................................................................................. 66

61334 - Allocate Items to Orders - Orders with no Part Shipment ...................................................... 66

61352 - Transfer Order Processing ............................................................................................................ 67

61361 - Create Proforma Orders Expecting Acknowledgement ...................................................... 67

61401 - Credit Officer Access Needed for On Hold Approval ........................................................... 67

61423 - Currency Issue On so/m5commit .............................................................................................. 67

61424 - Sales Order Entry Issue ................................................................................................................. 67

61428 - No Supply Order Released by Non Credit Officer .................................................................. 68

61470 - User Can Bypass Mandatory Customer Reference Fields Issue ........................................... 68

61481 - ScanPack Despatch Non-WMS Transfer Order - Warehouse Bin Location ........................ 68

61515 - Converting Sales Quotations to Sales Orders .......................................................................... 68


61518 - RF Transfer Receipt By SSCC - Screen Bound Error.................................................................. 69

61519 - I/O Error on Cancel of Consignment Order ............................................................................. 69

61524 - Multi Currency is not Creating Records For JE Trans .............................................................. 69

61525 - Update Customer & General Ledger Problem ....................................................................... 69

61532 - Weekly Consolidated Invoice Spool file does not Show Tax ................................................ 69

61545 - Price Enquiry Issue ......................................................................................................................... 69

61555 - Enable Selection of Multiple Items from pares List .................................................................. 70

61564 - ScanPack I/O Error at Close Box ................................................................................................ 70

61572 - Blank Item Substitution on a Transfer Order ............................................................................. 70

61624 - Received Date not Updated on PO When GDR on Shipment ............................................ 70

61625 - I/O Error When Sales Order Changes Warehouse .................................................................. 70

61639 - SO_CUS_UPD program override has additional parameters ................................................ 71

61650 - Rounding on Promotion Discount Amounts Caused Unbalanced GL ............................... 71

61655 - Note Line for Multiple Discount is not Auto Removing ........................................................... 71

61674 - The Online Help is not Displaying the Correct Topic .............................................................. 71

61676 - Sales Order Line Print Flag Set to N Incorrectly ........................................................................ 71

61684 - Charge Lines Unbalanced Batch .............................................................................................. 72

61686 - Delivery Address not Copied on Suffix Consignment Order ................................................. 72

61702 - Credit Hold Order Released by Non Credit Officer ............................................................... 72

61721 - Layout Maintenance Line Sequence Enhancement ............................................................ 72

61724 - Alternate Items UOM Issue .......................................................................................................... 73

61753 - Item Return Not Picking Up Original Tax ................................................................................... 73

61754 - Promotion Tax Amount is not Calculated for Order Level Tax ............................................. 73

61793 - Searching for Suspended Sales Orders ..................................................................................... 73


61822 - Sales Type Changing Automatically ......................................................................................... 74

61834 - Territory Masking not Working Correctly ................................................................................... 74

61872 - BO Suffix during Find Defaults to Value for Last SO Viewed ................................................. 74

61880 - Internal Order Linked to Project Problem ................................................................................. 74

61910 - Sales Audit File Precision Errors ................................................................................................... 74

61917 - Handling Warehouse Differences for Transfer Orders ............................................................ 75

Contents


Commercial in Confidence Page ix

61919 - Update Customer & General Ledger Issue .............................................................................. 75


61950 - Delivery Docket Prints the Incorrect Item Description ........................................................... 75

61964 - Full Order Entry Problem .............................................................................................................. 75

61995 - Delivery Address Line 7 is Truncated by Postcode ................................................................. 75

62012 - Sales Order Edit - Ready to Update .......................................................................................... 76

62024 - RMA is not printing through CRM ............................................................................................... 76

62035 - Receive Transfer Orders Issue ..................................................................................................... 76

62063 - Reprinting an Invoice not Clearing Tax Details ....................................................................... 76

62083 - Setting the Sales Order Invoice Date on Future Dated Orders ............................................ 76

62123 - Kit Cost not Recalculated from Actual Serial Component Cost ......................................... 77

62136 - Warehouse Commitments in RMA Processing ........................................................................ 77

62140 - Sales Order Edit Screen Updates Blank Project Category Code ......................................... 77

62188 - Duplicate Record Error in Sales Order Update ........................................................................ 77

Inventory Management .......................................................................................................................... 78

60420 - Internal Item Issue ......................................................................................................................... 78

60555 - Reorder Report does not Include Current Month ................................................................... 78

60852 - Stocktake Prepare - Lot Tracked Items ..................................................................................... 78

60864 - Co-Product Maintenance - Copy Option ............................................................................... 78

60989 - Catalogue Maintenance Issue .................................................................................................. 78

61026 - Cancellation of a QA Rejection ................................................................................................ 78

61029 - RF Stocktake Count Entry - Type 0 Warehouse ....................................................................... 79

61099 - Stocktake Count Bin Location Validation ................................................................................ 79

61105 - Colour/Size Item Maintenance - GTIN/APN Number ............................................................. 79

61155 - Item Type of Style/Colour/Size Child Items are Overridden .................................................. 79

61156 - Inventory Integrity Issue ............................................................................................................... 79

61192 - Project Creation not Returning to Created Project ............................................................... 80

61264 - Inventory Maintenance and Enquiry Issue ............................................................................... 80

61267 - Cannot Enter Tax Exclusive Price in Catalogue ...................................................................... 80

61395 - Discount by Customer is not Retrieved in Price Enquiry ........................................................ 80

61456 - Location Code Set to Invalid Item Code for Type 0 Warehouse ......................................... 80

61473 - Maintain Custom Price Rules ...................................................................................................... 81

61476 - Inwards Item Maintenance screen’s Pack Cubic field ......................................................... 81

61494 - Item Drilldown to Sales Order Archive Enquiry Issue ............................................................... 81

61554 - Inventory Integrity Run Results in INFORMIX Error 255 ............................................................. 81

61573 - Cyclic Code Numeric Value Restricted in Mine Issue ............................................................ 81

61635 - Stock Keywords Background Build for Warehouse Detail ..................................................... 82

61647 - Bill of Materials listing .................................................................................................................... 82

61670 - Price Enquiry Issue ......................................................................................................................... 82

61671 - Stocktake Count Entry - Multiple Count Entry Sessions .......................................................... 82

61673 - Colour/Size Item Maintenance - Item Creation ...................................................................... 82

61692 - User Denied INV S001 Can Still See Costs ................................................................................. 83

61714 - Phantom Subassembly - Duplicate Route Sequence ........................................................... 83

61739 - Promotional Element Posting Item Validation ......................................................................... 83

61766 - Order Enquiry for Work Order Transactions .............................................................................. 83

61773 - Inventory Console/Enq Applying Supplier Masking Incorrectly ........................................... 84

61807 - Promotions Engine Last Changed Field .................................................................................... 84

61808 - Reorder Policy Not Populated in Colour/Size Item Maintenance ....................................... 84

61844 - Promotions Engine Error ............................................................................................................... 84

61849 - Promotions Engine SS Sales Order Line for Discounts ............................................................. 84

61886 - Costs Recalculate Report Totals Incorrect ............................................................................... 85

Contents


Page x Commercial in Confidence

61932 - Menu Hotkeys in Issue Items Screen .......................................................................................... 85

61941 - Inventory Maintenance/Enquiry Issue ...................................................................................... 85

61962 - Item Type and Condition Description in Inventory Console ................................................. 85

62007 - Bill Of Materials Detail - Component Description ................................................................... 85

62008 - Inventory Enquiry Console Displaying Incorrect Order .......................................................... 85

62039 - Unable To Issue Stock To An A & G Type Project .................................................................... 86

62040 - Style/Colour/Size Items and Warehouse Creation ................................................................. 86

62049 - Issue Items Direct from Project Not Posting .............................................................................. 86

62051 - Cost Recalculate Processing Problem...................................................................................... 86

62056 - Promotions Engine Maintenance .............................................................................................. 87

62060 - Rounding Problem Causing Negative Price ............................................................................ 87

62061 - Warehouse Entry for Style/Colour/Size Items ........................................................................... 87

62086 - Item Balances and PO Stock Enquiry Option .......................................................................... 87

62089 - GL Update Inventory Ledger – Stocktake Issue ...................................................................... 88

62096 - Enter/Edit Repair Order Issue ...................................................................................................... 88

62112 - Work Order Review of raw materials on a sorted display ..................................................... 88

62147 - Stock Turn Field Title Appearing Twice in Inventory Maintenance ...................................... 88

62164 - Imbalance Batch for Consignment Processing ...................................................................... 89

Purchase Orders ...................................................................................................................................... 89

60440 - Maintain Purchase Order Issue .................................................................................................. 89

60641 - Stock-Recost-work-file Table not Being Cleared .................................................................... 89

60796 - Sales Order Edit Problem ............................................................................................................. 89

60914 - Currency Handling in Purchase Reorder .................................................................................. 89

61011 - Approve/Review Requisition Issue ............................................................................................. 90

61016 - Display Format of Shipment Charges ....................................................................................... 90

61092 - PO Shipment Final Currency Rate Setting ................................................................................ 90

61093 - PO Number Skipping When PO Is Copied ............................................................................... 90

61125 - Error on Exchange PO Update Creates a Duplicate PO ...................................................... 90

61128 - PO Link UOM Conversion Incorrect Decimal Places .............................................................. 90

61196 - Transfer Reorder Type Handling ................................................................................................. 91

61199 - Purchase Order Goods Receipt Issue ....................................................................................... 91

61219 - Purchase Returns of Lot Controlled Items ................................................................................ 91

61240 - Duplicating Serial Number Records Issue ................................................................................. 92

61278 - Warehouse Address Search Tool Issue ...................................................................................... 92

61284 - Long Size Description Partially Shown in PO Line Entry ........................................................... 92

61379 - Goods Receipt Process Recording 0 Stock Movement ........................................................ 92

61398 - Suffix PO Created from Shipment with Control Lock Set ....................................................... 92

61442 - Negative Signal not showing in Shipment Costs Report ........................................................ 93

61497 - Notes on Purchase Order Header ............................................................................................. 93

61516 - RF Receipt By PO - Orders Received But Not Updated ......................................................... 93

61603 - Refreshing Issues in Order Purchased Screen .......................................................................... 93

61654 - Tax Details Of New Supplier Not Copied .................................................................................. 93

61748 - ETA Button Doesn’t Always Show the Correct Linked PO ..................................................... 94

61751 - RF Goods Receipt ......................................................................................................................... 94

61767 - Transfer Orders Not Loaded Automatically in Warehouse ................................................... 94

61835 - Serialised POs Corrupting General Ledger .............................................................................. 94

61847 - DJ Code in PO Layout not Printing on Purchase Order ......................................................... 94

61857 - Cannot Amend Tax in Subcontract Order............................................................................... 95

61873 - Create Shipment Issue ................................................................................................................. 95

61903 - Goods Received by Order Issue ................................................................................................ 95

61937 - Maintain Purchase Order Issue .................................................................................................. 95

Contents


Commercial in Confidence Page xi

61953 - Problem When Updating Ledgers in Batch Mode ................................................................. 96

62030 - UOM Error When Entering PO ..................................................................................................... 96

62125 - Purchase Order Update Problem .............................................................................................. 96

62160 - Maintain Shipment Details Issue ................................................................................................. 96

62166 - Purchase Order Unit Conversion For Lot-controlled Items .................................................... 96

62177 - Backorder Not Created When RF Goods Receipt is Updated............................................. 97

62202 - prospl po/m6update ................................................................................................................... 97

62238 - Multiple Purchase Return of a Serial Number .......................................................................... 97

Sales and Marketing ............................................................................................................................... 98

Customer Relationship Management ................................................................................................... 98

60887 - DA Address Creation Issue .......................................................................................................... 98

61028 - Not Showing Correct Transactions for Reps ............................................................................. 98

61118 - New Transaction Button On CRM Calls Transaction Entry ..................................................... 98

61138 - Campaign Action Code not Storing......................................................................................... 98

61408 - CRM Accounts Receivable Sync Delivery Address ................................................................ 99

61410 - Create New Customer Allows Users to Enter Account Codes ............................................. 99

61430 - DA Site Address Updating Primary Site ..................................................................................... 99

61723 - Opportunity Lead Refresh Issue ................................................................................................. 99

61798 - Add Required Modes to Contact Screen .............................................................................. 100

61821 - Unable to Link a Site to CRM Contact .................................................................................... 100

61927 - Link Site I/O Error if CRM Account Created Through AR ...................................................... 100

62065 - Transaction Incorrectly Attaching to a Quote ...................................................................... 100

62108 - Add Reminder and Location Fields to Activities Screen ..................................................... 100

Point of Sale............................................................................................................................................ 100

59538 - Include Hash Key Check When Processing POS Redundancy Files .................................. 100

60003 - Screens with Duplicate Hotkeys in POS .................................................................................. 101

60748 - Multiple Payment Types not Showing on Invoice ................................................................. 101

60891 - Transaction Control Required for Cash Draw Reconciliation ............................................. 101

61239 - Default Surcharge Amount Incorrectly Based on Order Total ........................................... 101

61268 - Clearing the Ingenico Audit File .............................................................................................. 101

61299 - Point of Sale Refund Issue ......................................................................................................... 101

61360 - POS Entry Issue ............................................................................................................................. 102

61417 - Import Data from Stores Program Error ................................................................................... 102

61432 - FirstData EFTPOS Integration ..................................................................................................... 102

61540 - AT Mode. Restore/Rebuild an Existing Local POS Entity ...................................................... 103

61551 - Handling of Change Amounts Displayed to a Pole ............................................................. 103

61558 - Price Check Issue ........................................................................................................................ 103

61566 - Point of Sale Entry Issue .............................................................................................................. 103

61578 - Rep Master Maintenance - POS Options ............................................................................... 103

61602 - Refunds are Incorrectly Bringing up the Wholesale Price ................................................... 103

61677 – AT Mode 2 New Objects Added to the ATM File Load Process ........................................ 104

61730 - AT Mode Modifications for 710.1 Service Pack ..................................................................... 104

61785 - POS Operator and Rep Code Entry ........................................................................................ 105

61800 - GST on POS Surcharge Calculates at Wrong Stage of Payment ...................................... 105

61815 - Point of Sale Entry Problem ....................................................................................................... 105

61817 - Retail Store Console Display Issue ............................................................................................ 105

61841 - AT Mode Local Data Resync .................................................................................................... 106

61855 - POS Skin Master Maintenance Issues ...................................................................................... 106

61876 - Cash Refunds Not Considering The Minimum Cash Amount ............................................. 106

61901 - Processing Tendered amounts with Order Level Tax ........................................................... 106

Contents


Page xii Commercial in Confidence

61926 - Full Order Refund Problem ........................................................................................................ 106

61931 - Import Data from Store Issue .................................................................................................... 106

61942 - POS Note and Charge Lines as First Entry .............................................................................. 107

61975 - GST on POS Surcharge Calculating at Wrong Stage of Payment ..................................... 107

62087 - POS Item Keyword Lookup ....................................................................................................... 107

62099 - Open Cash Drawer .................................................................................................................... 107

62111 - Kit Item Problem .......................................................................................................................... 108

62146 - POS Display Issue in Refund Mode .......................................................................................... 108

62218 - Point of Sale Entry Issue .............................................................................................................. 108

Supply Chain Management ................................................................................................................. 109

Advanced Forecasting ......................................................................................................................... 109

61710 - Maintain Item Forecasts ............................................................................................................ 109

EasyEDI ................................................................................................................................................... 109

61145 - Introduced Acceptance Codes to Override Defaults for ORDRSP .................................. 109

61259 - EDI Non Compliance Issues ...................................................................................................... 109

61306 - Purchase Orders Outgoing Document Issue ......................................................................... 109

61357 - Incorrect Price in EDI Log for Kits .............................................................................................. 110

61391 - Increased the fdi-stk-code-supplier Length To 20 Characters ........................................... 110

61536 - Cannot Map fd-stk-code-supplier Code ............................................................................... 110

61546 - Incorrect Price Errors in EDI Log for Order Level Tax ............................................................. 110

61584 - Order Response Incorrect Kit Item Price Change Issues ..................................................... 110

62059 - Add new fields for Coles DSD ORDRSP compliance ............................................................ 110

62133 - Incorrect Kit Price in Sales Order .............................................................................................. 111

62248 - Order Response with Wrong Acceptance Code for Kit Item ............................................ 111

Warehouse Management..................................................................................................................... 112

60626 - Picking Slip Displays Incorrect Total Quantity ........................................................................ 112

61114 - Labour Item of a Kit is Released With Wrong Picking Quantity .......................................... 112

61210 - Split Goods at Putaway Issue ................................................................................................... 112

61258 - WMS Release Single Order - Locked Order ........................................................................... 112

61419 - Location Types List Report Error ................................................................................................ 112

61453 - Field Code STCC Does Not Print On WMS Inbound Pallet .................................................. 113

61743 - SCAN M005 - RF Pack................................................................................................................. 113

61824 - Detailed Order Processing Shows Incorrect volume ............................................................ 113

61989 - Detailed Order Processing Issue .............................................................................................. 113

Manufacturing Management ............................................................................................................... 114

Bill Of Materials ...................................................................................................................................... 114

59429 - Unreadable Fields When Entering Production Using RF ....................................................... 114

59605 - Manufactured Style Colour Size Item Issues........................................................................... 114

59770 - Issue with Item Group Codes and Costing ............................................................................ 115

59858 - BOM in Non-alpha and Q Auth Flag Incorrect Demand Flow ........................................... 115

60522 - Backflush Finished Item - Components Consumption ......................................................... 115

60729 - MVREJ Not Reversed During Negative Scrap Entry .............................................................. 115

60935 - No Description for Configurator Values with Dependency ................................................ 115

61083 - Production Entry No Work Order Decimal ............................................................................. 116

61111 - Components after Phantom Items Not Consumed ............................................................. 116

61195 - MPS Incorrect Manufacturing Lead Time ............................................................................... 116

61217 - Validation Serial Quantity Failed No Work Order Production ............................................. 116

61226 - Disassembly Order - Production Feedback Custom With Shift Entry ................................. 117

61238 - Release Planned Orders - Create New Order per Due Date ............................................. 117

Contents


Commercial in Confidence Page xiii

61247 - Incorrect Labour/OH for WO with Phantom Subassembly ................................................. 117

61261 - Window In Dependency Maintenance Shows All Records ................................................ 117

61270 - Work Order Maintenance - Complete Work Order ............................................................. 117

61271 - Work Order Completion Issue with Subcontract Orders ..................................................... 118

61285 - Work Order Maintenance - Complete Work Order ............................................................. 118

61301 - Show Comp Returns to Incorrect Record .............................................................................. 118

61420 - Issue With Manufacturing Labour and Overhead Split Flag ............................................... 118

61550 - Sales Order Link to Work Order - Manufactured Lots ........................................................... 118

61557 - Work Order Transaction Showing Commitment To Wrong Component .......................... 119

61577 - Finished Item Scrapped at Intermediate Operation............................................................ 119

61610 - Manufactured Kit - Work Order Route Problems .................................................................. 119

61612 - Create Work Order from Sales Order Conclusion ................................................................ 119

61619 - Work Centre Cost of Phantom Subassembly not Posted .................................................... 120

61633 - Error Message Preventing Removal of Routing Record ....................................................... 120

61863 - Entry, Correct & Remove Modes Missing in Work Order Maintenance ............................ 120

62058 - Error Message when Linking Serials .......................................................................................... 120

62119 - Work Order Maintenance - Complete Update Work Order .............................................. 120

Asset and Facility Management .......................................................................................................... 121

Rental Management ............................................................................................................................. 121

61642 - Rental Items Screen Column Headings Confusing ............................................................... 121

61648 - Rental Display Refresh Issue ...................................................................................................... 121

61986 - Rental Contract Closeout Control Changes ......................................................................... 121

Project Costing Management .............................................................................................................. 122

56118 - Incorrect Customer Address Taken when Creating Project ............................................... 122

60453 - Timesheet Posting – Incorrect Status Change ....................................................................... 122

60532 - Cost Markup for Z Items not Calculated Correctly............................................................... 122

60580 - Project Integrity Error Report ..................................................................................................... 122

60657 - Cannot Invoice N Type Project For More Than Contract Amount .................................... 123

60669 - Work Rate Is Not Updated When Corrections Are Made ................................................... 123

60799 - Incorrect Project Displayed When Selecting Raise Invoice ................................................ 123

60827 - Profit Takeup Method 1 - Costs ................................................................................................ 123

60882 - Raise Progress Invoice using the Mouse Corrupts Schedule ............................................... 123

60946 - Project Maintenance Issue ....................................................................................................... 123

61036 - Exit Invoice Entry in Projects Returns Unclear Message ....................................................... 124

61045 - Credit Claim Getting Wrong Customer Account ................................................................. 124

61091 - WO Routing not Created for Project Work Orders ............................................................... 124

61135 - Cost Category Description only display Intermittently ........................................................ 124

61157 - Claim Details not Displayed Properly in Invoice ................................................................... 124

61433 - Budget Figures not Displaying Correctly ................................................................................ 125

61565 - Project Costing Copy Function Changes .............................................................................. 125

61652 - Adding Validation when Closing C Type Project ................................................................. 125

61683 - Subcontract Payment Advice Problem ................................................................................. 125

61695 - F1 Help Not Working Correctly in Project Maintenance...................................................... 125

61759 - Cannot Enter UOM on Special Lines in Budget ..................................................................... 125

61764 - Add Supplier Information in Subcontract ............................................................................... 126

61779 - Incorrect Branch Overlay on Timesheet Postings ................................................................. 126

61840 - Supervisor Authorisation for Timesheet Approval ................................................................. 126

61867 - Tax Details on Subcontract Claim ........................................................................................... 126

61948 - Minor Cosmetic Fixes in Project Maintenance ...................................................................... 126

61981 - File Exporting issues in MS Project 2013 ................................................................................... 127

Contents


Page xiv Commercial in Confidence

62006 - Hours displayed in Actual Values ............................................................................................ 127

62029 - Tax Details on Subcontract Claim Problem ........................................................................... 127

62034 - Overlay of Cost Centre on GL Account Code ..................................................................... 127

62037 - Archived PO not Showing Details on Project ........................................................................ 127

62114 - Transaction Summary View Display Problem ......................................................................... 128

Maintenance Management ................................................................................................................. 129

57451 - Rotating Serial Stock Item Display Issue .................................................................................. 129

60953 - Cannot Maintain Work Order Notes ....................................................................................... 129

61172 - Individual Message for Each Work Order Changed to Optional ...................................... 129

61233 - Labour Budget Details Lost ....................................................................................................... 129

61254 - Timesheet Report Description Running Into Date Field ....................................................... 130

61290 - Cost Centre Not Updating When Plant Item Changed ...................................................... 130

61541 - Plant Item Structure Tree Is Inconsistent .................................................................................. 130

61549 - Adding Fields to the Selective Enquiry .................................................................................... 130

61562 - Copy Work Request Functionality ........................................................................................... 130

61634 - Details Not Accessible Through The Plant Item Details Button ........................................... 131

61859 - WP Text Notes Deleted Issue ..................................................................................................... 131

61902 - Monitor Point Data Entry Rule Not Upheld ............................................................................. 131

61909 - Timesheet Posting Doesn’t Recognise Date Periods ............................................................ 131

61922 - BOM Details not Displayed in PM Task Maintenance .......................................................... 131

61955 - Start/Stop/Finish Modes For Activities Are Not Visible .......................................................... 131

Service Management ........................................................................................................................... 132

57915 - Customer Calendar Not Referenced When Centre Is Blank .............................................. 132

60320 - Cannot Enter an Invoice Number Value Within the Permissible Range ........................... 132

60761 - Negative Hours Not Displaying on Service Call .................................................................... 132

61002 - Updated Call Fault Description Not Copied To Fault Notes ............................................... 132

61076 - Calls Can Be Logged With Blank Call Type Codes .............................................................. 133

61121 - Incorrect Time Set in Audit when Service Centre Time ........................................................ 133

61160 - Critical Call Processing - Efficiency Changes ........................................................................ 133

61173 - Multiple Engineer Notes not Appearing on Sales Order ...................................................... 133

61184 - INV Console - Warehouse - Inventory to Sell Issue ................................................................ 134

61198 - Selective History Call Enquiry .................................................................................................... 134

61249 - Incorrect Layout when Reprinting a Contract Invoice ........................................................ 134

61313 - Contract Maintenance Screen Calls Tab Issue..................................................................... 134

61316 - Detailed Call Generation Changes Customer on Call ....................................................... 135

61365 - Service Call Wizard Contract Keyword Search ..................................................................... 135

61496 - Restrict Access to Remove Quick Link Entries........................................................................ 135

61544 - Copied Quote will not Link to Install Call ................................................................................ 136

61563 - Service Call Completed Even Though Escape Key is Pressed ........................................... 136

61601 - Creating Quote from Call Problem ......................................................................................... 136

61698 - Service Call History Extra Option Audit Option Unavailable ............................................... 136

61757 - Contract Integrity Clearing Cycle Amount ........................................................................... 136

61760 - Time Taken to Remove a Unit from a Contract is Excessive ............................................... 137

61763 - Cannot Credit Contract Invoice in Same Month ................................................................. 137

61805 - Quick Meter Reading Issue ....................................................................................................... 137

61819 - Cannot Set Engineer Status to Finished .................................................................................. 137

61913 - Service Centre Description Partially Obscured ..................................................................... 137

61968 - Negative Stock Issue Returns Serial to Wrong Status ............................................................ 137

62027 - Service Call Proforma Not Adding Cost Categories ............................................................ 138

62077 - Call Maintenance by Call Number I/O Error ......................................................................... 138

Contents


Commercial in Confidence Page xv

62176 - Serial Number Problem .............................................................................................................. 138

62206 - PM Calls are not Being Generated ......................................................................................... 138

Introduction


Commercial in Confidence Page 1

Introduction

The purpose of these release notes is to provide details of all changes included in this service pack release that relate to the Pronto Xi product.

The first part of this document covers the major changes to the Pronto Xi application.

The second part of this document includes all of the detailed updates and changes made to the Pronto Xi product families.

Before upgrading to this release, ensure that all information is read and acted upon if necessary.

Caution: It is possible that late changes made to Pronto Xi before the service pack release are not included in this document.

Major Changes


Page 2 Commercial in Confidence

Major Changes

This section of the service pack release notes provides information on the major changes and enhancements that have been introduced into the Pronto Xi product families.

Pronto Connect

Seamless connectivity between business applications has become critical, especially for larger companies and ones with a mobile workforce.

Pronto Connect delivers a Web Services engine that allows you to integrate software applications with your Pronto Xi platform.

Industry-standard Web Services and Application Programming Interfaces (REST-based APIs) mean you can connect what’s important for your business. Data integrity and upgrade support are ensured.

APIs play an important part in integration and expose Pronto Xi business logic to external applications. Using Pronto Xi Rapid Application Development (RAD), developers have the freedom to extend the Pronto Xi business logic and create custom APIs that are specific for your business integration needs.

Making Mobility Work

Today, we expect information at our fingertips. Whether we’re in the office, in a queue at a café or on the move, we have almost uninterrupted access to sports scores, weather, stock market prices and social networks. Shouldn’t your business applications be just as accessible?

Pronto Connect is the architectural foundation for mobile-based application connectivity. Your staff need no longer be tied to a desk and your business no longer restricted to 9 to 5.

Major Changes



Mobile CRM

Manage relationships from anywhere with Mobile CRM.

Good business relationships are based on open communication and ready responsiveness. Giving your staff easy access to Customer Relationship Management data while they’re on the road can improve both.

Pronto Mobile CRM lets your staff access their latest customer information, sales opportunities, status and activities on a wide range of mobile devices to provide value-driven experiences, all in a clear and easy to navigate format. Additional features of Pronto Mobile CRM include Activity Planning, which reduces travel time and lifts sales productivity, and Opportunity Management, which captures the information needed to ensure pipelines are filled and future sales opportunities are identified.

To keep conversations in the field relevant, Mobile CRM uses a platform that retrieves the most current information with each query, while providing access to your staff’s key data even if they lose connectivity. Mobile CRM is easy to deploy and adopt. It works with most modern smartphones, tablets and desktops, with zero installation requirements. For the full list of supported browsers and devices, see the Pronto Xi Specifications Guide.

The following fields have been made available to better manage your use of Pronto Xi Mobile CRM:

Accounts Sites Contacts Activities Opportunities

You can add and update these fields on the device while in the field to increase efficiencies.

Mobile Service

Deliver the information your technicians or field engineers need anytime, anywhere.

Using web-based technology, Mobile Service links directly with Pronto Xi Service Management to efficiently log, process and track service calls.

Your field workforce stays connected and informed. And your managers have access to real-time information at their fingertips – whether at the back office creating and despatching calls or measuring performance and overall productivity.

Because information can be updated on the go, Mobile Service helps field users manage their day-to-day workload, particularly when there are unplanned events. It also easily captures parts used, timesheets, photos and signatures at the customer site, reducing the time between doing the job and charging for it.

Major Changes



If a field engineer goes offline for some reason, Mobile Service will store all necessary data within the browser cache of their mobile device and upload it as soon as there is a connection.

All data captured in real-time

Seamless workflows from back office to field services

Critical information provided to all users simultaneously

Suitable for multiple service environments

Enhances decision-making capabilities

Flexible enough to handle various workflows for day-to-day activities

Scalable for growing/changing business needs

Supports all types of Service Level Agreements

Mobile Service works with all mobile devices; however an Android-based tablet running an HTML5-capable browser is preferred.

Business Intelligence Enhancements

Pronto Xi 710.1 now supports IBM Cognos BI version 10.2.1.

The enhancements done in this release provided benefits in User Experience and Performance and Scale:

User Experience

The following enhancements have been added to enable BI users to focus on what’s important:

Allow report authors to enrich the mobile BI consumer experience through new interactive visualisation opportunities.

Charts can be animated providing a more enjoyable user experience. A visualisation coach now takes the guess work out of how to best visualise a given data set. Support for Tree Map visualisation allowing users to spot patterns or anomalies in large

amounts of data that may have otherwise been hard to see. Gain greater context around information using tabbed dashboard workspaces in combination

with global filtering to manage and consume information with more simplicity. Support for latest IBM Cognos Mobile iPad application that introduces a new elegant user

interface that can also be personalised. Improvements have been made to HTML5 prompt handling, report auditing and content

rendering. Users can also now zoom in on Active Reports viewed on the iPad application. Increase user acceptance by providing just the right amount of functionality within the

workspace using new graduated user role capabilities. From pure consumption, to interaction, to assembly of content.

Many further enhancements have also been added to controls and filtering functionality within the BI workspace.

Major Changes



Performance and scale

Get insights quicker than before through performance improvements gained from more efficient memory usage, reduced memory footprint and improved use of compression within Active Reports and delivery of content to mobile devices.

Multi-page report trickle feed for IBM Cognos Mobile reports (both native application and web application). This provides a faster time to insight because mobile users can access and interact with each page as the report loads rather than wait for the entire report to download to the mobile device.

30% increase in search performance in IBM Cognos Workspace meaning users can search and find even more relevant results faster.

Data Intelligence

Pronto Xi Data Intelligence (DI) makes it easy to extract and present data in a range of formats.

Create, filter, sort and highlight data tables however you want. If you need to export this data to non-native formats such as XML, comma separated value (CSV) and Microsoft Excel (XLS), it just takes a couple of clicks.

With the intuitive DI Wizard, it’s also easy to create customised tables called DI Objects. Without needing any high-level data skills, you can merge existing tables, create calculated fields, aggregate data and schedule data populations. Once created, Pronto Xi BI Schema Manager can help you model DI Objects into custom reporting packages that you can then use to create any Pronto Xi BI reporting and analytics content you need.

For custom data grids through to specialised DI Objects, Pronto Xi Data Intelligence provides you with the flexibility to structure, populate and present data just the way you want it.

Intelligence



Intelligence

Business Intelligence

57814 - Reporting Capabilities - Temporary Licences

New Application Service for Licence Expiry Date

This application service sends an email to the Administrator a week before temporary licences run out.

Calls from Applications Services with parameters:

• apps-service-licence-expiry

• <Number of Days Notice>

If <Number of Days Notice> is zero or blank the default days notice is 7 days.

Once temporary licence expiry date checking is activated and a temporary licence is found that is due to expire within <Number of Days Notice>, the Application Service will search for the first CAP Administrator (Role=10) for the same Company the temporary licence was valid for with an email address and email that Administrator. If no Administrator is found for that company it will email the first CAP Administrator with an email address. If no CAP Administrator is found with an email address, it will email the Applications Services Administrator.

Key Data Module/Function: SYS M168

58263 - Capture Commitments during Forecast Cost to Complete

The Forecast Cost to Complete process also now captures the commitments of the project as at the date defined.

This value is stored in the job-cost-budget-actual-monthly object with a jcb-rec-type = O. These facts have been exposed in the Project Categories namespace within the Project package of Pronto Xi Business Intelligence.

This capture allows trending/analysis of the commitment values alongside actuals and other forecast values.

Key Data Module/Function: PROJ M117

Intelligence



59759 - System Control Time Dimension sys - allow setting of

user-defined time dimension date

The System Control Time Dimension is primarily used by BI as a list of available dates with their corresponding period, year, and other details. At install or upgrade, the earliest day of the time dimension is derived from the date of the first GL batch.

The SYS M137 option provides the Time Dimension mode that can be used to override this date and therefore affect the first date of the time dimension.

This date previously did not default from what had been previously overridden, nor did it take the date into account in the determination of the first day. Both of these have been corrected.

Note: The actual date will be the date for the first date of the previous financial year.

For example, enter 10th Sept 2002 as the 'Earliest Date' and the system will set the first time dimension date to be 1st July 2001 (assuming the financial year starts 01/07)


60731 - Mirror Project Cost Categories for Reporting Efficiency

The project cost category by year/period are currently held in array fields which require thirteen unions in the model to be used to establish joins to the time dimension.

The Project Cost Category by Period object holds the budget/actual amounts for the periods in an array field.

This method of storage is difficult for reporting engines such as BI to consume and previously we needed to create a special SQL statement that unioned the table for the number of occurrences of the array. This provided the correct result, but the large SQL and unions created some performance issues.

For this reason, this data is now mirrored to a flattened object that stores the individual array elements as individual records.

This new table is loaded upon upgrade and kept in-sync with the base job-cost-budget-actual-monthly object using core dictionary triggers.

There is no change to the Project Costing screens in Pronto Xi.

There is no change to the BI Project package apart from the underlying relationship change from referencing these details from the new object rather than the original object.

The new object is job-cost-centre-year-period.


60835 - Project Period Based Budgets

This object is essential for BI reporting by period and, since the introduction of the job-cost-centre-year-period which is populated using dictionary triggers, the way that this object is handled has changed.

Intelligence



During the entry of project cost categories, the initial budget value is now written to the period based budgets.

1. The integrity deletes and re-inserts these records and hence the integrity has no-triggers defined which means that the job-cost-centre-year-period will not be corrected. Previously these period based budgets were not written.

2. This object must be set from the basic cost cat budget upon insert of a budget record unless they were manually entered.

The program will now insert the year/period values upon entry of the Cost Category.

The integrity program will ensure that the period based budget exists for cost categories.


61012 - Synonym Creation Bypass

This process creates the various synonyms for Pronto Xi Business Intelligence reporting where the source object does not reside in the Cognos reporting schema. The synonym creation is skipped as the object already exists in the schema and this skipping is now shown in the data grid results screen.


61307 - New Status and Objects for BI in the Description Table

Maintenance Function

New objects are:

• cre-trans-record-status-desc

• deb-trans-record-status-desc

• gl-trans-record-status-desc

• stock-reorder-policy-desc

• whse-stock-holding-status-desc


61406 - GL Opening Balance for GLAPP Accounts

The GL Opening Balances in BI are incorrect for the GLAPP accounts. This SDR includes changes to both the backend and BI GL package.

The change in the backend GL Master screen is very simple - just a display of the Appropriation amount in the period tab if the GL Account is a GLAPP account – that is, it is used in one or more of the GLAPP special accounts.

Previously, the appropriation amount only showed on this screen if the account was a profit and loss account.

Intelligence



The correction in the BI GL package refers to the calculation of the Opening Balance field in the Master Chart/Relative Facts, specifically for GLAPP accounts.

Key Data Module/Function: GL E003

61407 - Various Fields added to BI Packages

As requested via the various forums that request fields that have not been previously available in the BI packages, this SDR consolidates these requests.

The fields are listed below:

sales-order.so-add-to-mailer: This field which can hold CRM Campaign and/or Service Call information has been added to the Sales Order and Sales Order Header query subjects within the Sales Order namespaces

Change logic for Credit Note Reason: The Credit Note Reason logic in the Sales Order namespaces has been changed to be based upon the SO status rather than the value of the so-credit-note-no field, which is not set until printing in most cases.

Add model comments for field finder for user-only fields Stock Supplier hyperlink: Added Stock Supplier hyperlink within the various Inventory

namespaces that refer to the various Item Supplier queries. Stock Supplier details on PO line in PO package Employee Classified code to Employee Master in Payroll package Employee Termination description and combo in Payroll package Employee Classification description and combo in Payroll package Payroll Paycodes: Extra flag fields in Payroll package Project: Added job-cost-master.job-plant-asset-no to Codes section of Project query subject. Sales Order Line Special Product Group: Added to Sales Order query subject in Sales Order

package. Customer Price Level: Added to Customer query subject across all packages and namespaces

that use it. GL Quantity Base Facts in GL Analytics: Changed to pick up both quantity and actual values.

Intelligence



61511 - Create Synonyms for $SYSPAY if used

If the $SYSPAY environment is set to something other than the company data schema/directory, the View Creation (SYS M217) program will now create synonyms for the system-control, system-table and system-control-time-dimension objects (as well as some sysinfo object) in the $SYSPAY directory.

$SYSPAY is set to a different schema usually as a security measure, not for shared payroll.


61797 - IBM Cognos Hierarchy Prompt

In Cognos Workspace Advanced and Report Studio while designing a report, it is not possible to select a hierarchy as it always defaults to hierarchy 0. This was identified in the General Ledger package, but exists in all the DMR packages as well as Relational packages.

This issue has been fixed.

61984 - System: BI

Join to the Calculated field does not work when GL Expense Analysis for Motor Vehicle Expense is run on 710.0, the Informix database (version 12.10.FC1) crashes.

This issue has been rectified and the report now runs without error.

62194 – IBM Cognos GL Appropriation Issue

In 710.0 IBM Cognos GL reports, if the Opening Balance is reported against time periods, it drops the appropriation amount and considers the history amounts.

During GL object restructuring for 710, the appropriation amount has been allocated to a pseudo period 99. The Opening Balance is not recorded at year level, rather calculated from day zero, on the fly. When the Opening Balance is reported against Time Dimension, it is joined via Year and Period. However, in Time Dimension there is no period 99. Therefore, the appropriation amount is left behind.

This issue has been fixed. The appropriation amount is now allocated to period 1.

62281 - Hierarchy Sales Analytics Error

An error in Sales Analytics Hierarchy was occurring when used in an IBM Cognos environment with a MS SQL backend. This was happening due to the differences in how MS SQL handles casting of data types compared to Oracle and Informix. As a result, when the Sales Invoice hierarchy is expanded while the member mode is selected (top left icon above the metadata tree), the error (The server returned an unrecognizable metadata response) occurs.

This issue has been fixed. The proper casting has been applied so that this work across all the supported databases: Oracle, Informix and MS SQL.

Intelligence



Alert Intelligence

60558 - Validation of Field from Custom Dictionaries

In the creation of an event, it is possible to define filters that refer to fields from custom dictionaries. In some circumstances, in particular with date fields, these would be validated incorrectly as having an incorrect type.

If a custom field is used in the filter definition, the correct dictionary is now being used for validation.

Key Data Module/Function: AI M001

61539 - AI Renaming Attachments Issue

When sending the attachments, the program was renaming the attachments as Attachment.

This issue has been fixed and the program now sends the attachments with the actual name.


61553 - AI Not Working As Expected When Set Up Across

Companies

When we set up a dynamic function in Alert Intelligence, it was not getting the correct value.



Foundation



Foundation

Infrastructure

59298 - Quickdata Unable To Run Reports On Schemas

An error message Program Not Found occurred when the Report mode was accessed.

This issue has been rectified.

Quickdata can be accessed through the System Administration (SYS M041) menu.


59431 - Keyword Searching Improvements

The new runtime has provided some direct database SQL functions that have enabled us to make some processes simpler and faster.

The Keyword searching function is one of those where we have used these new functions.

Keyword searching appears across several modules and functions and all have been improved.

Customers Suppliers Inventory Items CRM Accounts CRM Contacts CRM Leads and Opportunities Service Calls Maintenance Plant Items Maintenance PM Tasks Maintenance Work Orders Maintenance Work Requests

Previously, the keyword searching for these used two objects:

The Keyword object - these objects held the keywords for each 'item'. The Keyword Count object - these objects held the count/number of occurrences of each

keyword.

When searching for multiple words, the keyword count records were read to determine which word had the least number of possible records and then used this as the starting point for the select.

For example, searching for MR GOODMAN would search starting with GOODMAN because there would be fewer GOODMAN's than there were MR's.

Whilst this made the search process as efficient as possible with the runtime capabilities of the time, it also had several detrimental effects on the system. Keeping the count records up-to-date added extra processing time when writing/storing keyword changes and this also caused significant locking issues to the point where the count process could be unreliable, causing some sites to rebuild keywords more than should be required.

Foundation



The keyword count method and objects have now been retired and hence this extra processing/locking issue has been completely eliminated. Building keywords is now faster both interactively and in full rebuilds.

The new method of searching keywords utilises the new runtime capabilities and passes the 'search' to the database to perform and return results and counts. The end result is that this process is more efficient and faster.

Because we have enabled the search to be faster, we have also increased the number of keywords that can be searched upon in one string from 3 to 5.

The keyword search and results screens have been made more uniform.

There were previously certain controls that tried to limit searches that would be inefficient and also control at what point the operator would be given the chance to stop the search because it was taking too long. These controls have been removed and hence are no longer accessible or active.

e.g. a/ CRM Console Preferences b/ Customer - this was hard-coded to 200 records to define a 'large' search count.

c/ clib903-keyword-count-control where the default to break out of the search was 10,000 records or 10 seconds.

The Customer search no longer prompts for Territory. The territory masking is applied if the user has specified

Territory masking (other than ????) but this can also be controlled with a public component within lib/h1keyword called 'public-determine-territory-masking'.

Key Data Module/Function: EMS

60028 - Upgrade Process Issue

When running in batched mode for window environment, the system crashed with Miscellaneous error: DEL-REG-VAL() in batched program.


Key Data Module/Function: Upgrade Process

60984 - Cannot Find Quick-links.op6 Issue

When calling quick links using the -scan option, the program fails with error: can’t find quick-links.op6. This issue has been fixed.

Key Data Module/Function: EMS E004

61509 - Data Grid Report - Components with Decimal Override

Prior to this change, a data grid report generated from INV E001 option K would freeze if components exist with varying UOM decimal overrides for the bill of materials. This issue has been corrected.

Foundation



Key Data Module/Function: INV E001 Major Function Flags: -Number of Decimals of Stock Qty Table Entry: -ZZ/UM Decimal override

61520 - IMPLIED Quick Links Fail When Key Is Less Than 10

When using IMPLIED quick links and the value of %key% is less than 10 characters long, the link fails to open. It appears as though it puts spaces in the link and this causes it to fail.

This issue has been fixed. Now you can open IMPLIED quick links having a key less than 10 characters.

Key Data Module/Function: EMS E004

61768 - Favourites not Validating Security Issue

In Pronto Xi 710, Favourites was not validating the security level.

This issue has been rectified. The program will now correctly check the security level before showing the functions.

Key Data Module/Function: EMS X001

61809 - Copy Live to Test Company Script Issue

When copying a dataset from live to test environment using a script, now the batch-origin-company-code field of batch-enquantity-control-file is set to SPACES for the test company dataset that is created.

Foundation



4GL/Runtime

Release 7.1 v1.3

DATABASE-SQL

The SQL code generated for a SQL-SUBSTRING now returns a space if the result of the substring would have been NULL.

CALL-URL

The HTTP-AUTH-ANY flag has been added to the CALL-URL statement. This indicates that the call should query the site and pick the best HTTP authentication method supported. This may result in an extra network round trip.

Miscellaneous

Fixed incorrect error number returned if a GET by partial key failed due to a locked record. Fixed issue where a looping ACCEPT TIMEOUT could eventually crash the Thin Client. This

requires release 7.1 v1.0 of the Thin Client.

Column Value Truncated in Custom Tables

That fault has been fixed in the upcoming 710.1 service pack (runtime 7.1v1.x).

The fault affects accessing alpha columns of exactly 255 characters in length in an Informix database. If you do not wish to wait for the next service pack, you can alter the size of the column to be anything other than 255 characters (e.g. 256).

Foundation



System Administration

60760 - Cash Receipts

When using the cash receipts program to process a refund to a supplier, the paying amount defaults to a negative instead of positive – the cash remaining amount is positive so the reference paying should also be positive.


Key Data Module/Function: AR T052

60853 - Supplier Bulk Maintenance Issue

An I/O error record not found occurs when accessing document delivery supplier bulk maintenance if the supplier is deleted.


Key Data Module/Function: TFD M003

60967 - Postdated Cash Receipt Cannot be Selected for

Cancellation

In the Receipt Cancellation screen, the Toggle All mode cannot select cash receipts paid by postdated card (e.g. American Express). This could be caused by a missing document number when the postdated receipt is being allocated. Therefore, postdated cash receipts cannot be selected for cancellation.

This problem has been fixed.

Key Data Module/Function: AR X019

61007 - Redundant Message When Finish Time = Start Time

A redundant message is shown when finish time in the timesheet entry is the same as the start time. The calculated hour is set to 0 correctly even though the message said finish time will be based on the next day. This issue has been rectified.

Key Data Module/Function: SERV M315

61139 - Recalculate Timesheets

When chargeout rates are set up in the Site/Employee/Work Rate table and the Control Timesheet flags are set to use site specific rates, if the Recalculate Timesheet function is run, the chargeout rates are set to zero. If a manual timesheet is entered, the correct rates are used. If there are rates set up in the Employee/Work Rate table, then these are used, this is not correct. The Recalculate Timesheet function seems to skip the site specific tables.

Foundation



This issue has been rectified. The validation used for sourcing the rate code will be the same as timesheet entry.


61330 - Re-entering Multiple PO Invoices Causes Tax Duplication

When you go back to re-enter a P type invoice as multiple PO invoices with variance, the tax amount of the previous invoice should be cleared. But instead it is added on top of the multiple PO invoices.


Key Data Module/Function: AP T020

61337 - Bad Debt Posting Tax Issue

When processing an existing multiple sales order as a bad debt, the GST is being credited incorrectly to the General Ledger.



61449 - Default Required Line Date Upgrade Issue

Upgrade to version 670 is not updating the Default Required Line Date field in the Purchasing Procedures major function flags from the retired blank setting to the new valid setting of L or H.

This issue has been fixed. With this change, if the flag has a blank value, the upgrade process will now set it to a value of L (PO line).

Key Data Module/Function: SYS M191 Major Function Flags -Default Required Line Date

61474 - Setting User To Inactive Not Clearing Access

When a user is set to Inactive, the access, masking and officer table information is supposed to be removed. However, this is not happening. Inactive users still have companies, roles, access, masking, and officer levels allocated.



61483 - Blank Cost Category in Timesheet

When correcting a timesheet transaction not initially linked to a project and blank cost category, the amended transaction is linked to a project but the cost category can be left blank.

Foundation



This issue has been rectified. The cost category will be validated even if F4, up or down arrow is pressed in timesheet entry.


61504 - Progen/Browse Layout Screen Loses Currency

When using progen / Browse, select Layout and go to the END (using the keyboard end key, or the >> key on screen). The result is that you lose currency of all fields on the screen and you need to escape and re-enter the screen to see the values again.

This issue has been fixed. When viewing the fields of a table, pressing End key or end of record will go to the last record and not lose currency.

61583 - Bad Debt Posting Error

When writing off bad debt, if the order is fully receipted and in archive, then a payment is processed to reverse the payment, the batch generates a very large GST and Write-off amount.

This issue was caused by a zero divide error and has been rectified.


61586 - Fast Supplier Invoice Entry

Supplier Invoice Check List shows too many tax codes.

This issue has been rectified by grouping the tax codes in the Check List.


Foundation



61598 - Entering New Company Code Details

When entering a new company and you are keying in the system company path it currently checks that the last part of the path does not start with a numeric. This program has been enhanced to now ask the user if they would like to prefix this name with a letter.

That is:

o- Oracle

s - Sequel

i - Informix


61599 - Receipt Cancellation Issue

When cancelling a receipt which is in history, the re-instated debt remains in the History screen and not in the current transaction screen as it should. The amount is also not appearing in the Owe screen. This issue has been rectified.

Key Data Module/Function: AR X019

61609 - Fast Supplier Invoice Entry Issue

Suffix orders on shipments is posting to the SHPVAR account rather than the PI account when an invoice is entered in full for a shipment containing multiple orders.



61614 - Make Serial Sequence Unique in Service Contracts

The upgrade program correctly de-duplicates the contract/sequence numbers of serial items that are related to Service contracts, but it only does this for items that have a stock-serial-number-serial-status set to 80. Therefore, items that are off contract may have the same sequence number and this causes currency issues with the contract screens.

This issue has been rectified. The upgrade program has been modified to re-sequence the stock-serial-number records with the same contract and sequence number.

Foundation



61617 - System Control I/O Error when Creating a Company

There was an I/O error occurring when the system-control does not exist.

This issue has been rectified, and the program will handle the error.


61718 - Cash Receipts Issue

Unallocated cash does not post against the customer, if processed after an auto allocating of a receipt. This issue has been rectified.


61725 – Postdated Transaction Receipts Problem

In the bank reconciliation procedures, if formal bank slips are being used (that is, Bank Slips = 1), the PD tender type receipts (where BPS field must = N) cannot be presented using the standard bank reconciliation functionality.



61752 - DI Author Incorrect After Upgrade

After an upgrade from 670 > 700, the Data Intelligence author is changed. The created by user is changed to the last modified user. Author should remain as created user.

This issue has been fixed. After upgrade, the create-by will retain its operator ID. The Title will also be retained unless there is an override from the report title.

Key Data Module/Function: SYS X041

61770 - Maintain Report Sequence Issue

When selecting S to save a report sequence, the Queue prompt displayed as blank. Previously, it was displayed as 33. The Queue number is required when selecting a saved batch sequence and when selecting Batch mode to execute the sequence.

Key Data Module/Function: SYS M175 Major Function Flags -SYS M068 - System Program Modifiers: Valid Reporting Batch From

Foundation



61775 - Upgrade Process Error

System error is occurring with MISCELLANEOUS ERROR on GET-REG-VAL() in batch program error. This occurs when attempting to upgrade from lower version to 710 during batch processing mode.


Key Data Module/Function: Upgrade Process

61786 - PO Requisition Notification Email Changes

When using the Authority tree in the Purchase Officer table, if both users have similar authority but the higher level user has a wildcard as the last character, (for example, lower user: ABC1, higher user: ABC?) an email will be generated and sent to the higher user. If there are two wildcards though, the email will not be generated.

This has been changed so that the system will find the next authority officer to send the email. If there is a skip in level, it will still get the next officer.

For example:

MELB

MEL?

ME??

M???

????

If MEL? is not available it will continue to find the next authority which is ME??.

Key Data Module/Function: PO M035

61789 - Manual Cash Payment Issue

Manual cash payment with foreign bank charges posted to the foreign bank account as the local value. This issue has been rectified.


61814 - Fast Supplier Invoice Entry

Incorrect special account was created for posting of ITAX if the supplier account has PAYTO linked. This issue has been rectified.


Foundation



61866 - Manual Cash Payment

When making a part-payment on a foreign supplier that has withholding tax set up, the withholding tax journal is populating the foreign amount field incorrectly.




If processing two foreign invoices with the same invoice number but with different rates, the value of ex/loss gain is incorrect.



61882 - Layout is Resorting the Lines

Layouts were being re-sorted based on position.



61900 - Foreign Bank Revaluation

Foreign Bank revalue is using incorrect local equivalent for the revaluation calculation.



62162 - Upgrade Results in Wrong Invoice and Settlement Due

Dates

After system upgrade to 710, so-invoice-due-date and so-settlement-due-date are populated with the wrong dates (i.e. 01-Jan-1970).



62197 - Terms Descriptions Code – TD Error

When correcting data in the Terms Descriptions Code – TD code table, an informix error 111 on the name-and-address-master object occurs.


Foundation




Component Libraries

60387 - Sales Order Status Handling

A new public exportable procedure called public-retain-held-order-status has been added to retain the hold status of a sales order when it contains lines that will be supplied from another warehouse. This will also be done for sales orders placed on credit hold.

Key Data Module/Function: SO M001 Major Function Flags -sys-supply-from-other-whse = T

60393 - Status Override Public Exportable Procedure For Sales

Orders Released From Hold

When a sales order is approved and released from hold, the new sales order status is calculated.

A new public exportable procedure called public-get-new-order-status has been created to enable this status to be altered if required.

Key Data Module/Function: SO M049

61005 - Promotional Pricing In Order Splits Public Exportable

Procedure

When sales order line splitting, the system is not calculating the prices against the original entered quantity. Now a public exportable procedure called public-other-whse-price-for-split-lines has been introduced for customers who need to have special pricing on split order lines.


Foundation



61027 - Purchasing Officer Non-stock Limit Amounts not Applied

Purchasing officer non stock limit amounts are not being applied for charge lines.

The public-po-line-type-check public exportable procedure has been introduced in order to customise the charges against either the Purchase Officer Non-stock Limit Amount or Purchase Officer Stock Limit Amount.


61064 - Component is Consumed Without Issue upon WO

Completion

A production docket is updated without issuing stock. The status of the work order remains at Committed. The work order with outstanding commitment is allowed to be completed and the outstanding commitment is automatically consumed without being issued.

This is now blocked such that the work order cannot be completed if there is still outstanding commitment. A public exportable procedure called public-ask-to-process has been provided to override the decision if required.

Key Data Module/Function: MANU M073

61069 - Display Of Tax Exemption Detail In Cash Sale Entry

A public exportable procedure called public-override-exemption-update has been added to control the display, and possible alteration, of tax exemption details in the Cash Sale Entry function.

Key Data Module/Function: POS M026

61181 - Setting of Supplier Lead Times to Zero

A new public exportable procedure called public-allow-zero-supplier-lead-time has been added to allow the supplier lead time to be set to 0. This is still calculated as the received date minus the ordered date but will reflect if these occur on the same day.


61321 - Store Allocations Public Exportable Procedure

At Goods Receipt, when there is a partial receipt and store allocations have been allocated to the purchase order line, the operator is prompted to reallocate the allocations.

A public exportable procedure called public-auto-recalculate-schedule has been added to allow the automation of the allocation in the event of a partial allocation.


Foundation



61331 - Project Claim Schedule Budget - Public Mode

The Budget Details screen in the Project Claim Schedule now has a public mode that can be used to perform actions and optionally refresh the data grid.

The SDK contains full details including examples but the primary procedures within clib/clibjoblev are shown below:

procedure public-determine-if-public-mode-active-budget

Public procedure to allow control over whether a public/user-defined mode is exposed on the project claim schedule budget screen

<R1> Public mode active - default FALSE

<R2> Public mode prompt - default SPACES

<R2> Public mode help - default SPACES

procedure public-mode-procedure-budget

Public procedure to allow control what occurs when the public mode is processed on the project claim schedule budget details screen

<P1> The current entire job-claim-schedule-budget.* record

<R1> Refresh Flag - i.e. what happens upon return to the screen


61523 - Trigger Program for style/colour size tlibscs.spl

The following two public exportable procedures have been added to the Screen Colour Size tlibscs.spl program:

procedure public-trigger-scs-master export

////////////////////////////////////////////////////////////

/////////////////////

//<CLIB_DOC>

//<DESC>

//To allow the user to have additional criteria prior to scs item information is updated to the

//stock-master record when this trigger is executed.

//

//<P1> The values in the stock-master object before change

////<P2> The values in the stock-master object after change

////<P3> The type of trigger being activated

//

Foundation



//<R1> True to update the stock-master record.

////////////////////////////////////////////////////////////

parameter

lp-old-stock.* like stock-master.*

lp-new-stock.* like stock-master.*

lp-trigger-type pic 9(4)

returning

lr-ok-to-trigger type boolean

//

procedure public-trigger-scs-user-only-fields export

///////////////////////////////////////////////////////////

//<CLIB_DOC>

//<DESC>

// This is to allow setting of additional user only fields prior to stock-master fields values of the scs

// item is updated.

//

//<P1> The values of the current stock-master record

//<P2> The value of the new stock-master record

//

//<R1> The value of the current stock-master record

///////////////////////////////////////////////////////////

parameter

lp-stock-master.* like stock-master.*

lp-new-stock.* like stock-master.*

returning

lp-stock-master.*

Key Data Module/Function: INV M001

61538 - Sales Order Update - Sales Cost Public Procedure

A new public procedure has been added to the SO Update program so/m5invoice. This procedure allows control over the logic that determines whether Sales Cost is to be used in the calculations and postings of sales order lines.

Foundation



The SDK contains full details, but the primary parameters and so are shown below:

procedure public-determine-use-sales-cost export This library allows programmatic control over whether the stk-sales-cost can be used in the overall line cost posting/calculation.

<P1> The entire current sales-order.* record

<P2> The entire current sales-order-line.* record

<P3> The entire current stock-master.* record

<P4> The warehouse code being updated

<R1> Use sales cost - default is FALSE

Key Data Module/Function: SO T017

61595 - Promotion Build Impact on In-Progress Sales Orders

It is possible to perform a promotion build while a POS or sales order is currently being entered. This can change some of the data that was in place when the order commenced.

As a result further checking has been added to ensure that the data requirements are met before an action is performed. Additional error handling has also been added.


61596 - Threshold Promotions Causing a POS Error

A threshold promotion allows an item to be defined as both a qualifying and promotional item. When the promotional item was sold in its own right a POS error would occur.

Checking has been added to check if duplicate data is attempted to be inserted and the event is now handled.


61597 - Denoting Promotions as Inclusive or Exclusive of Tax

A new public exportable procedure called tlibpromo-public-promo-tax-inclusive has been added to denote promotions as being inclusive or exclusive of tax.


61629 - Point of Sales Entry Public Exportable Procedure

The following POS public exportable procedure has been added:

Added new public procedure public-determine-proceed-with-keyword-viewing export Added public procedure to allow customer to by-pass standard Pronto Xi keyword review

process when the number of keyword occurrence found is large.

Foundation



o <P1> Start keyword search

o <P2> End keyword search

o <P3> number of keyword found

o <R1> TRUE to proceed with keyword review screen.

o FALSE to by-pass standard Pronto warehouse


61630 - Sales Order Printing - Public Tags for Lots, Serials and so

on

A new public exportable procedure has been added to the so/m54custom program. This procedure allows the printing of a special tag during the printing of various multiple line sections such as lots, serials, notes, and so on, that can be used by a forms printing tool to format or control the details of that section of the print/form.

The SDK contains more information including an example of the use of this procedure.

procedure public-determine-special-print-tag export

//<P1> The current sales order line record

//<P2> The current field code

//<R1> The special print text required to print

//<R2> The column position for this to print.

Key Data Module/Function: SO

61631 - Is User a Credit Officer - Public Exportable Procedures

New public exportable procedures have been added to allow override of whether a user is defined as being a Credit Officer for the purposes of Credit Hold release, and so on.

The programs are:

so/m5ordent

so/m50quote

so/m50approve

There is a public procedure in each program that allows the override of whether a user is deemed as being a Credit Officer for the purposes of releasing Credit Hold orders.

The procedure below is from m5ordent.

procedure public-determine-if-user-is-credit-officer

<P1> - User is a credit officer flag, as determined by core procedure Yes/No

<R1> - User is a credit officer flag, as determined by this procedure - default is <P1>

Foundation




61680 - Threshold Promotion does not Apply to Price Source 'R'

Threshold promotion should not be applied to price source R. This has now been blocked.


61706 - Service Keyword Locking Issues During SQL-DELETE

The delete-sql of service-call-keywords sometimes created I/O errors in the background due to multiple concurrent users processing the same service call.

The procedure has been changed to protect against these errors.

Key Data Module/Function: SERV

61722 - Promotion Discount Amount can be Stored as Tax

Incl/Excl

Change discount amount stored in sales-order-line-promo to be tax exclusive if wholesales pricing is being used in the sales order.

Change sales order line item price and wholesale item price to be two decimal places to match the sales-order-line-promo record.

Related to point 1, align refund with the data change in sales-order-line-promo. Promotion quantities should not be counted as sales and should not be added to sales

quantities in history records when the sales order is updated. Unit discount and discount amount shows in the item price margin enquiry screen should be

tax exclusive.

Key Data Module/Function: SO M001, POS M017

61728 - Service Call Processing - Projects On/Off Hold Public

A new public exportable procedure has been added to the program service/s14bulkfin to allow control over which projects are placed on/off hold based on running this process.

The SDK contains full details of the procedure including an example. The basic SDK test and parameters are shown below:

procedure public-check-project-status-change

This library is a stub that allows programmatic control over whether a project is to have its status changed via the process of placing the project on or off hold.

<P1> Current Service Call Master - entire

<P2> Current Job Cost Master - entire

<P3> Flag to indicate that process is trying to place project OFF hold

Foundation



<P4> Flag to indicate that process is trying to place project ON hold

<R1> Ignore project flag - default is FALSE


61732 - Flagging Promotions as Inclusive or Exclusive of Tax

The original methodology for defining a promotion as inclusive or exclusive of tax was done as a public exportable procedure. This has now been changed such that it is now done on the promotions header.


61734 - Threshold Promotions with Same Item as a Qualifier &

Promotion Threshold promotions can be set up with the same item as both a qualifying and promotional item. In this case, the promotion should only apply to a quantity of one to give the correct threshold discount amount.


Foundation



61737 - Recommended Retail Price Based Promotions

A promotion that is created based on recommended retail price also needs to be treated as inclusive or exclusive of tax.

This type of promotion was previously set up to only be available to customers that use recommended retail pricing. This has been changed so that the promotion can be considered for all customers.


61796 - POS Backorder Split Public Exportable Procedure

A new public exportable procedure called public-split-part-taken-with-backorder has been added to allow the POS processes partially taken and fully backordered lines to be changed.


61806 - Clearing Calls with Multiple Serials - New Public

Exportable Procedure

A new public procedure has been added to the Service Call Clearing program service/s13clear to allow control over whether archiving a service call that has multiple items on it will create multiple history records.

The SDK has full details including an example but the primary parameters are shown below:-

procedure determine-whether-multiple-history-required

<P1> The current service-call-history.* record

<P2> The serial/access no. of the service call being archived/cleared

<R1> Ignore this call for multiple calls

Key Data Module/Function: SERV

Foundation



61827 - Wrong Tax Rate is used for Promotion Special Line

The following issues have been rectified:

Tax rate of promotion discount line is derived from the tax hierarchy. It should base on the tax rates of the promotion qualifying items. If different tax rates are used for the items, then the promotion special lines should be split based on the different tax rates of the items.

Tax exclusive promotions can only be applied to wholesale customers to allow all promotion calculations based on tax exclusive discount amount.

Tax inclusive promotions can only be applied to retail customers to allow all promotion calculations based on tax inclusive discount amount.

When multiple promotion SS lines are created for a promotion item, only the first promotion SS line is deleted if the sales order line is deleted during POS refund.

Item price and tax amount are incorrect when threshold promotion and item promotion is applied to the same item.

Item price and tax amount are incorrect when group fixed price promotion is applied to multiple items with different tax rates.


61845 - Inventory Console - Public Exportable Procedure to

Control Supplier

A new public exportable procedure has been added to the Inventory Console program stk/m4stkconsol to allow control over the supplier to show on the main purchasing window.

Below is the SDK text and primary parameters. The SDK also includes an example of its use.

procedure public-determine-stock-supplier-to-show

This library is a stub that allows developers to define a different supplier to show for the item other than that defined/derived by the system based on the Supplier preference options.

<P1> Entire current stock-master record.*

<P2> Supplier code determined by the core program to use

<P3> Supplier to Show preference e.g. First, Priority

<R1> Returning Supplier Code

Key Data Module/Function: INV E005

Foundation



61861 - Sales Order Update - Public GL Transport Cost Procedure

A new public exportable procedure has been added to the Sales Order Update program so/m5invoice to allow control over the calculation of the GL Transport cost calculation.

The SDK has additional details including an example, but the primary parameters are shown below:

<P1> Current entire sales-order.* record

<P2> Current entire sales-order-line.* record

<P3> Current entire stock-master.* record

<P4> Current entire sales-order-details.* record

<P5> Amount of Rebate as calculated by core procedure

<P6> GL Transport Cost as calculated by core procedure

<R1> Use transport cost from this procedure - default is FALSE

<R2> GL Transport Cost to use if <R1> is true - default is <P6>


61869 - Cannot Cancel '02' Status SO Where SO # Does Not Exist

- Exportable Procedure

When users run the Inventory Enquiry screen in order to do a price enquiry for a customer, they sometimes leave the system sit idle and when PROTIMEOUT occurs, the system leaves a sales order with a blank number but with a BO suffix.

A public exportable procedure called public-always-check-old-enqprice-orders has been created to allow the override of the number of days the record is allowed to remain in the system, and also whether they want the system to always check on old orders.

Key Data Module/Function: SO E063

61923 - Public Procedure to Control Line Positioning

A new public procedure has been added to the pos/p50pos program to allow control over line positioning after various events.

The SDK contains complete details including an example but the primary parameters, and do on, are shown below:

procedure public-determine-redraw-action export

This routine is to enable override of the logic that redraws the POS screen after various actions. In many cases, the POS screen will redraw and position on the last line of the order. This procedure allows this to be controlled in two ways.

- Don’t redraw at all

Foundation



- Redraw based on a specific line sequence number.

<P1> Current entire sales-order.* record

<P2> Current entire sales-order-line.* record

<P3> Current Line seq. no. being used for positioning

<P4> Screen type code

<P5> ws-entry - i.e. what has just been entered/scanned

<P6> ws-entry-quantity - quantity control

<P7> Store ID

<P8> Cash Draw

<P9> Operator code

<P10> Sale Mode

<P11> Original Order No. - if Refund

<P12> Original BO Suffix - if Refund

<R1> Action

X = Exit without Redraw

L = Position on Line # defined in <R2>

<R2> Line sequence to position upon


61924 - EDI Generation for Firm Planned Purchase Orders

A public exportable procedure called public-generate-edi-by-status has been added to control whether an EDI file will be generated based on the status of the purchase order. If it is decided the EDI file will not be generated, an error message will be displayed.

Key Data Module/Function: PO R039

61930 - Promotion - Missing Type 'Q' Promotion Records for

Refund

sales-order-line-promo records of type Q are not created for refund order. This results in inconsistent promotion enquiry.

sales-order-line-promo record of type Q is created for item on which multi-buy promotion is not applied.

After an invalid item is entered for refund, changing the quantity of a valid refund item will generate an error message.

If both tax inclusive and tax exclusive promotions are set up for a retail customer, the tax exclusive line amount is wrongly used to qualify the promotion.

These issues have been rectified.

Foundation




61945 - Call Chargeout Fee Public Exportable Procedure

A new public procedure has been added to the Service Call Closeout program service/s12feedbck to allow control over the call charge fee that is used and passed to the invoicing program.

The SDK has full details including a basic example but the primary parameters, and so on, are shown below:

procedure public-set-service-call-charge

This library is a stub that allows programmatic control over the value used for the Service Call Charge. This value is set by various environment variables that define which stock item to use to base the calculation upon. This stock-code is then passed to a dummy sales order line to determine the price.

This procedure allows override of this price.

<P1>Current Service Call Master - entire record

<P2>Current Stock Master defined by core pricing - entire record

<P3>Entire Sales Order Line defined by core pricing

<P4>Customer used in core pricing

<P5>Whse code used in core pricing

<P6>Call Charge value as determined by core procedure

<R1>Call Charge value as determined by this procedure - default is <P6>


61946 - Extended Returning String for clib100-get-alpha-cell

This library has been changed to allow up to 1024 character strings to be returned. Previously it used to be 40 characters.

Key Data Module/Function: EMS

61958 - CRM Console Accounts and Contacts labels

A new public exportable procedure has been added to the CRM Console program that allows control over the Account and Contact text used on the screen that is not previously possible to change using Screen Customiser or console menu options.

The SDK text primary details are shown below

procedure public-console-label-definition Public procedure to allow control over the labels used in various modes, buttons, etc. within the Console that cannot easily be changed using Screen Customiser.

Foundation



The CRM console re-uses various modes and options and therefore their labels cannot be changed using Screen Customiser. This is also true for some field prompts, etc.

<P1> Current Rep Code

<R1> Account label - default is "Account"

<R2> Accounts label - default is "Accounts"

<R3> Contact label - default is "Contact"

<R4> Contacts label - default is "Contacts"

Key Data Module/Function: CRM M047

61972 - CRM Account Creation From Customer Numbering

A new public exportable procedure has been added to the CRM creation program crm/crminit to allow control over the numbering used for the new CRM account.

The SDK contains full details including an example. Below is the primary SDK text and parameters, etc.

procedure public-determine-mailer-item-number-for-customer This procedure allows control over the number used for the new CRM account being created from a customer.

The standard procedure will simply lookup and use the next number from the MI Next Number table. This number can now be controlled using this procedure.

The number returned must not be an existing mailer-item-number. If the number returned is zero, the program will revert to using the normal next MI entry number.

<P1> The current deb-master.* record

<R1> CRM Account number to use - default is zero

Key Data Module/Function: AR M001

61988 - New Public Exportable Procedure for Plant Item and

Work Order Validation

A new public exportable procedure called public-additional-validation-and-assignment has been added into the p1maint.spl and p1jobs.spl programs. This will enable the user to add additional validations for the plant item maintenance and work order maintenance screens respectively.

Foundation



Key Data Module/Function: PLT M001

62001 - Copy SO with Promotions Results in Wrong SO Header

Totals

When copying a SO with promotion to a SO specifying a customer that is not qualified for the promotion, all promotion discount lines are still copied across. However if the status on the SO header is updated using SO Edit, the promotion discount lines are removed, but the totals on the header are not updated. This results in sales order integrity error. Promotions should not be copied from the original sales order but need to be re-generated by the promotion engine for the new sales order.

Cosmetic and spelling errors found in Promotion Preview screen. After copying a sales order with promotion to a new sales order, applicable promotions will

be re-generated for the new sales order. If the new sales order is with status Backorder, allocate backorder does not release the order.

The tax code of the promotion discount line does not change when the tax code of the promotion sale item is changed for a retail customer.


Key Data Module/Function: SO M122, INV M150, SO M023, SO M001

62020 - Public Mode Now Available on the Forecast Review

Screen

A new public mode button has been added to the CRM Opportunities screen called forecast-review. This is to allow users to add a mode and perform some action and then allow the screen to be refreshed.


62046 - Split Sales Order with Promotion Discount Lines

The following issues have been rectified.

Promotion discount lines are not split correctly when the sales order is split into a suffix order. The function is modified to have all promotion discount lines remained in the original order. A sales order line with promotions attached will remain in the original order after split. If the full quantity is moved to the suffix order, the line ordered quantity will not be changed in the original order, the shipped and backorder quantities will be set to zero.

Type Q sales-order-line-promo records are not created if the bonus item is different from the qualifying item.

Promotions should not be applied to orders in foreign currency. Order's Conclusion screen displays wrong ordered and shipped quantities. The quantities of

promotion discount lines should be excluded.


Foundation



62050 - Site Address Note Transposing to Quoted Delivery

Address

An exportable procedure called public-create-sales-order-delivery-for-quote has been created for the r8invoice.spl program to enable clients to create sales order delivery for sales quotes. The default value is False, as we do not create sales order delivery records for sales quotes unless it is done manually. This flag can now be overridden in this exportable procedure.

Key Data Module/Function: RENT M023

62054 - Prices Incorrect on Transfer Orders – Public Exportable

Procedure

If the Charge Branches for Inter Transfer flag is set to P, to post the price, and you have a special price set up for the Transfer account, the price rule is being picked up but the price is incorrect.

The public exportable procedure called public-override-price-rule-desc has been added in order to allow customisation of the price rule description.


62091 - Promotion Maintenance Displays Wrong Promotion

Details

The following issues have been rectified.

Change the bonus item of a promotion so that the new bonus item will display in another promotion.

Promotion detail in the Promotion Maintenance screen is displayed incorrectly after returning from the Find mode.

When order line is removed from the refunded order, the item price and wholesale price in the promotion discount line do not match.

Rounding occurs in the split of discount tax amount among multiple qualifying items. Add tax inclusive flag in the Promotion Lookup screen. View Filtered List mode in Promotion Enquiry screen does not do anything. Promotion preview does not show promotions without elements. Changing the description and reporting group in the promotion header, does not update the

Last Changed value.


62170 - Purchase Orders In Shipment Must Be Received By

Shipment

Receipt by shipment instead of by PO is used if shipment is set up for the received purchase orders. Public exportable procedures called public-before-shipment-receipt, public-after-receipt-by-po and public-before-confirm-rf-accum-receipt-qty have been implemented to allow for customisation.

Key Data Module/Function: RF M001

Foundation



Screen Customiser

Screen Customiser Computer Based Training (CBT)

The Screen Customiser Computer Based Training (CBT) course has been updated for 710 and is now available in the Pronto Xi Online Help in html format. You can access it from the Video Tutorials topic in the help, which is also available by clicking the Video button in the Help ribbon tab of the Pronto Xi Thin Client.

The CBT course is also available in executable format from the documentation installation wizard on the Pronto Xi 710.1 distribution disc.

The Screen Customiser CBT consists of four separate lessons and an accompanying quiz that you can work through in your own time.

The four lessons include:

Using Screen Customiser

Customising Prompts

Customising Fields

Modifying Modes and Prompts

Foundation



61376 - User-Only Fields Added to Stock Unit Conversion Screen

The following user-only fields from the stock-unit-conversion table can now be enabled in the itunmaint-tun-maintenance screen in the stk/itunmaint program using Screen Customiser.

suc-user-only-date1

suc-user-only-alpha4-1

suc-user-only-alpha4-2

suc-user-only-num1

suc-user-only-num2


61742 - Added na-mobile-phone as a Suppressed Field

The field na-mobile-phone has been added as a suppressed field that can be used with Screen Customiser.

Key Data Module/Function: AP M001

Foundation



User -Only Fields Added to stk-budget-review Screen

The following user-only fields have been added to the stk-budget-review screen:

stk-user-only-date1

stk-user-only-date2

stk-user-only-alpha20-1






stk-user-only-num1

stk-user-only-num2

stk-user-only-num3

stk-user-only-num4


TrueForm

61825 - TrueForm Manual Transmission Attachment Issue

When specifying the spool file name to attach, the file comes through with no data.


Key Data Module/Function: TFM R001

FaxMail

61223 - Can’t Send Multiple Spool Files Through FaxMail

When sending a fax with more than one attachment, output was printing only one attachment.


Key Data Module/Function: FAXM R001

Financials



Financials

Accounts Payable

60263 - Selective Invoice Payment Printing Void

When performing an EFT payment run, the remittance is printing the word VOID for multi-page remittances even though it is an EFT payment and there are no cheque lines even defined for the given layout. This issue has been rectified.


61104 - Cancel Payment

When the Cancel Payment function is used to reverse a payment made against a specific GL batch number, it appears to make changes to all transactions that share the same Details field as well.



61225 - Email Addresses Are Editable From Other Supplier

Records

When you are correcting details in the Document Address Mapping Maintenance screen, you can:

See the next populated supplier details

Edit the next populated supplier’s details from the current supplier.

This issue has been fixed. In the Document Address Mapping Maintenance screen, if the Correct mode is selected with no record on the screen, a message will be displayed.


61279 - Can't Release Payment if Current Month of Ledgers are

Locked

Payment in the future period cannot be approved if the current month of Inventory Ledger is locked.



61311 - View Payment Transaction Shows Irrelevant Transactions


Financials



A supplier payment is entered with an alpha-numeric transfer reference. When the transaction of the payment is reviewed, the correct transaction cannot be uniquely identified with the reference.

Transaction of payment can only be viewed once. When it is viewed again, no transaction is shown.


61354 - Processing Multiple Invoices for a Shipment

When multiple invoices are processed against a purchase order line on a shipment, the PI posting is getting duplicated. The checking to determine if the PI transaction has previously been posted has been modified to stop this duplication.


61387 - Cancel Payment Issue

Unable to cancel payment for Foreign Supplier payment from local bank account and Foreign Supplier payment from different currency foreign bank.



61489 - Setting up EFT Details

Users need to be able to upload a layout from an external file. This requirement has been achieved by adding an option of Upload Layout in the Extra > Extra Options menu.

The full path to find this new option is SYS M007 > Bank > Trading Partner > Documents > Details > Layout > Extra > Extra Options > Upload Layout.


61493 - Price Protection I/O Error on Removal of Record

The I/O error that occurred when you remove the only price protection record in the file has been rectified.


61510 - Incorrect Tax is Posted for Supplier Rebates

Taxes are calculated incorrectly when supplier rebate applies to different item groups.


Key Data Module/Function: SREB T001

Financials




This change corrected an issue where there was a difference in bankrec-cash-trans and gl-trans, when the foreign currency supplier invoice and the foreign payment currency were different.


61587 - Print/Update Remittance/Cheque Issue

The foreign payment amount posting to cre-trans is wrong with withholding tax.



61626 - Cheque Layout Issue

An I/O error occurs when trying to correct the layout name which shows *Unknown **.



61627 - Setting up EFT Details I/O Error

When uploading an EFT Layout, if you press the OK button, an I/O error occurs. If you tab or enter through the screen, the program works correctly.



61628 - Subscription Error When Printing Cheque Over 1 Billion$

A subscription error is generated when printing a cheque with a face value of $1 billion or greater.



61636 - Setting up EFT Details Problem

Generated EFT bankfile from layout for document PAYORD, format L with following errors:

Supplier BSB and bank accounts are incomplete and in the wrong position

The counter for the number of detail records is incorrect.

These issues have been fixed.

Financials





Error message returned when selecting an existing bank file layout to add to a PAYORD format L document setup and unable to add layout.



61729 - Payment Transaction Listing

If you have a foreign bank with local equivalent bank also a local bank, the payment listing does not show the local amount for the foreign bank transaction.


Key Data Module/Function: AP R001


Special field codes SA, SB do not work if detail lines set to wrap.



61788 - Purchase Invoice Problem

If inventory from a Purchase Order is directly transferred (that is, not a transfer sales order) to another warehouse and an Accounts Payable Invoice is posted with a variance, the variance will attempt to re-cost but doesn't handle the direct transfer properly resulting in incorrect postings to the In Transit inventory account.



61965 - User Definable EFT Unable to Match Bank Specifications

Using the new user-definable EFT and the bank’s specifications, the working file cannot be created for the following reasons:

Header: Header Sequence Number (field I) states that the use is the number of suppliers processed (which is the detail records) however it only counts the number of header records.

Header: Hash Total (field AS) is initially set to zero but it is never set to any other amount.

Detail: Supplier Account code (field CS) is always left justified no matter which justification is selected.

Financials



Detail: Transaction Amount (field HP) is always left justified, no zeros rather than being padded to 16 digits and two decimals.



62025 - Setup of EFT Details Issue

The EFT BSB code Q field does not support 9 digits USA ABA (US equivalent of BSB).



62100 - Setting up EFT Details Issue

The field code HO in the Detail line does not print the cheque number.



62120 - Selective Invoice Payment

When paying a supplier with a purchase order variance and settlement discount applied. The settlement discount GST calculated is incorrect.



62135 - Maintain Taxable Payments Annual Report (TPAR) Layout

The Taxable Payments Annual Report can now be generated as per ATO specifications and requirements.

The following functions have been created in Pronto Xi to achieve this:

AP X027, TPAR (Taxable Payments Annual Report)

AP M017, Maintain TPAR Layout

AP R006, TPAR View/Flat file/Form

Financials



The following changes have also been made:

Added 2 ZZ table type codes in system table:

- TPAR Layout codes - sys-code = AN

- TPAR Layout field codes - sys-code = BG

Added 1 YY table type codes for next TPAR reference number: sys-code = TPAR


Financials



Accounts Receivable

52892 - Changing MFF Causes Rebuild which Changes Text

Value

During the rebuild process, the program was not converting the existing customer name to upper case before inserting it into the Alpha Key field which will generate issues when finding the records.



60589 - Last Sale Date not updating when a bill-to is set

When a customer has a bill to set against it, the last sale date does not get updated. However, this seems to happen only when the invoice is generated through Service Contracts. If a normal invoice is generated through Sales Orders, both customer and bill-to last sale date field are updated correctly.

This issue has been rectified. If customer is different to the bill-to, the customer last sale date will also be updated when posting a sales order created from a service contract.



When processing cash receipts, using the Find mode to search for the reference number was returning an incorrect warning message.



61142 - Territory Sales Displaying Incorrect YTD Figures

The Territory Sales Enquiry is showing incorrect YTD gross profit figures when the Overall mode is selected. Individual figures are not affected. The display of data in the Overall mode has been corrected.

Key Data Module/Function: AR E020

61235 - Bad Debt Posting

When bad debt is posted, the tax amount posted to General Ledger is incorrect for invoices created in version R670 and upgraded to R700. This issue has been rectified.


Financials



61479 - Customer with Consolidation Type R not creating JE

record

When customer’s invoicing frequency is set to R for Adhoc billing consolidation, the consolidated invoice does not print.

This issue has been rectified. JE records will now be created for consolidated invoices for R type customers.


61507 - Manual Invoice for Project Problem

When a manual invoice is raised for a project, the resulting batch is blank in the Project field, but if a normal sales order is raised, the Project field is populated with the project number. The transactions are written to the job-cost-trans table so the project number is a known value.

This issue has been fixed. The project code will now be saved in the gl-trans table when creating a manual invoice.


61589 - Entry of Manual Invoices Issue

If the core environment HYNELINECALC is set to anything, then Manual Invoice lines is not calculating the total amount including tax even though the Tax Calc Level field is set to L (Line). It is possible to correct the lines afterwards and then get the total amount including tax re-calculated correctly.



61622 - Negative Price is Corrected to a Positive Value by SO

A manual AR Invoice can have multiple lines, but when a negative price is used it is corrected to a positive value by the SO integrity before it is updated. If the Invoice is updated before the integrity is run, the value is not changed.

This issue has been rectified. When entering a manual invoice, you can enter a negative price and positive quantity. At the end of line entry the system will automatically change the quantity to a negatively value and the price to a positive value to keep the line total amount negative.


61682 - Incorrect Payment Approval For Multiple POs

When the Accounts Payable Approval/Auth for Supplier Invoice major function flag is set to 4 or 8, if the supplier invoice total amount is greater than the Accounts Payable officer's invoice limit, the purchase orders added to the supplier invoice now correctly need to be approved for payment. Previously, only the first order was being approved for payment.

Financials




61778 - Intra Journal Entry Issue

If you process an intra-journal and select a reference that is in history, the current transaction posts to history instead of the current transactions.



61842 - Last Payment Amount Being Copied to New Customer

When a new customer is copied from an existing customer, the new customer was getting the last payment amount from the old customer.



61925 - Customer Type Not Copied in CRM

When a customer is copied and the flags are set to always create a CRM account, the Account Type field in the resulting CRM account was blank.

This issue has been rectified. A screen will now display to prompt for the customer type and region.


62069 - GL Account Not Populated Correctly on Manual Invoice

When a manual invoice is created, on the lines P can be used to enter a project code and cost category. An income type cost category has to be entered and when done Project Invoice will be written in the GL Account column.


62070 - Editing a Manual Invoice Linked to a Project Duplicate

Transaction

It is possible to change the sequence number of an existing manual sales order line. If the sequence number of a project invoice has changed, then the sequence number of the corresponding records in the sales-order-gl-coding has changed accordingly.


Financials



62071 - Manual Invoice Edit Causes Integrity Error

A manual invoice can have multiple lines with project details. These records have corresponding sales-order-gl-coding records. If the user removes any of the lines which have sales-order-gl-coding records from the manual invoice, the sales-order-gl-coding records for the removed record should be removed also.


62074 - Entry of Manual Invoices Allows Mixed Line Types

When entering manual invoice lines there are few combinations for which you can mix lines but not all types. Previously, Proj.Cat type lines could mix with other type lines, which was wrong.



62075 - Manual Invoice Entry Unable to Add New Lines to Order

After entering lines to a manual invoice, it is possible to change the sequence number of the existing lines. If a new line is entered after changing sequence numbers of existing lines, the sequence number of the new line should be defaulted to the next available number after the last sequence number of the manual invoice.



62149 - Accounts Receivable - Setting dr-sort-key

When the Customer Territory Index Lookup major function flag is not set to a 1, Pronto Xi expects that the deb-master field dr-sort-key should by spaces. The integrity will now only set this field to spaces if it currently isn't spaces (instead of all the time).

Key Data Module/Function: AR M176 Major Function Flags -Customer Territory Index Lookup

Financials



62150 - Cash Receipts Missing Find Mode

The Find mode is now available in the Customer Transaction screen when processing cash receipts.



When processing cash receipts for a foreign customer using post-dated tender type, the unallocated foreign amount is incorrect.



Fixed Assets

55783 - Quantity Split Creates Negative Tax Capital Cost

When an asset of quantity 1 is split with transfer value greater than the tax capital cost, the tax capital cost of the old asset will go negative after adjustment. This has been rectified by apportioning the cost using percentage when the transfer value is greater than the tax capital cost.

Key Data Module/Function: FA M007

61838 - Depreciation in Project Doesn't Update Project Field in

GL Batch

Project information is not included for Fixed Assets depreciation and also not for Payroll transactions. For some GL journals setup, connected project information is displayed in the Special Account column, and for these there is an actual project column in the GL journal, but it’s not populated.

This issue has been fixed. When project.category is used as gl account code in Fixed Asset control accounts, the project code will be visible in GL transactions.

Key Data Module/Function: FA T001

62022 - Maintain Asset Issue

Multiple reporting currencies is not auto-populating the currency rates when processing fixed asset acquisition.



Financials



62052 - Add Code Table Descriptions to Asset Master

The code table description is now displayed on the screen.


General Ledger

60697 - Post Standing/Rev/Periodic Journals Issue

Standing/Reversing journals are not posting to jobs, when Service is linked to Project Costing with Calculate Unearned income set to J. This issue has been rectified.

Key Data: Module/Function: GL T019 Major Function Flags: - SERV M058-Service/Contract Procedure, Calc Unearned Income = J - SERV M058-Extra Contract Control, Project Costing Link = 3 - SYS M069 - Module Scope, Service System Method = 2

60831 - Supplier Recosting Posting Into Closed Inventory Period

When a recosting of a purchase order transaction is being posted, if the transaction date is in a closed inventory ledger period, the transaction date will be changed to today's date to post the transaction to the current period.


60982 - GL Streaming Update - Checking Batch Balance

Prior to the change when the batch was checked to see if it balanced, it only looked at transactions that needed to be posted and checked that these balance. However, if the issue is that some of the transactions had been updated, then the batch would never appear to balance even though it might balance.

This process has been changed to look at all transactions within the batch, not just the ones that required to be updated.

Key Data Module/Function: SYS S012 Major Function Flags: GL Streaming Update = 3

61033 - General Ledger Integrity Problem

GL Integrity should exclude Q quantity accounts when integrity is run checking history balances.

This issue has been rectified by excluding Q accounts.

Key Data Module/Function: GL M011

Financials



61077 - Informal Bank Slip Issue

When running the Informal Bank Slip report, a batch range is entered but ignored when you select OK. Therefore, all batches in the date range are reported. This issue has been rectified.

Key Data Module/Function: GL R001

61251 - GL Account Duplication in Help Screens

In various functions where GL accounts can be enquired on, the GL accounts are being displayed in triplicate. This affects the F2 lookup screens and other help modes.



61300 - Tax Analysis Issue

If an invoice is entered for $0, the subledger and reference do not show in Tax Analysis.



61319 - Statement Reconciliation Issue

When processing a customer receipt using the Cash Receipts (AR T052) function and changing the transaction date, the posting date remains the same as the date of processing, it is not changing to the transaction date. This is incorrectly displaying deposits in the deposit register maintenance.

This issue has been rectified. When Receipt Automatically Presented flag is set to 1, the presented date is now set as the GL transaction date.

Key Data Module/Function: GL T010

61529 - GL Streaming Update Queue Enquiry

A new column called Batch Total has been added which is only relevant for an Updated Batch. If the Updated batch is out of balance, it will show with value not equal to zero.

Two new modes have been added:

Correct Batch mode, to allow the user to correct the corresponding batch number of batch status equal to Updated and with the Batch Total column not equal to zero

List is added to list Updated Batches with out of balance. This screen consists of two prompts:

o Start Transaction Date - The default is the current GL period start date.

o End Transaction Date - Defaults to today date.

If there is out of balance batches for Updated Batch, a list of the batch codes will be displayed.

Financials



This screen consists of Correct Batch mode, to allow the user to correct the corresponding batch number. The out of balance batch is correctly using the standard General Ledger integrity program. Therefore, standard General Ledger rules are applied.


61582 - Supplier Charge Line Tax Code

The F2 lookup screen for Charge has been removed. This prompt is only applicable for entry of 0,1,2,3,4,5,6,7,8,9,A,B,C,D,E.


61608 - General Ledger Integrity

After configuration of the auto inter-company entries IE for the Z accounts, the GL Integrity detects the out of balance batches, but an I/O error occurs as soon as it corrects the 1st imbalance. The crash result is leaving the gl-update-control record locked and you are unable to run the integrity again without browsing the record from a status of 3 to 1.


Key Data Module/Function: GL M011 Major Function Flags: General Ledger Procedures, GL Streaming Update = 3

61697 - GL Integrity Problem

This function was producing an error due to tmp-ic-batch temporary object was not being created.

As part of the solution to this issue, a new mode called List was added to the GL Streaming Update Enquiry (GL T005) function. This mode can be used to list updated batches that are out of balance.


Financials



61711 - GL Package – Don’t Exclude GL CLEARING BF

Transactions

The GL Transactions namespace excluded all BF transactions, but this meant that the GL CLEARING BF transactions created during the archive consolidation process were also ignored, which was incorrect.

These transactions are now not ignored and will be reported.

Key Data Module/Function: GL

61720 - Check Financial Report Truncating GL Account Code

Previously there was a 14 character limit on the GL account code. The Check Financial Report only displays the first 14 characters of the account code, which is a problem if the account length is greater than 14 characters and all you get is a truncated account code.

This issue has been fixed by displaying 25 characters of account code.

Key Data Module/Function: GL R028

61812 - Post Standing/Self Reversing Journals Security

If you set up a self-reversing journal against a project when you post, it shows up as Insufficient Security. This issue has been rectified.


62015 - Maintain Ledger Account Details

Restored functionality of batch posting to General Ledger, General Ledger account can be set as Batch for batch posting, Detail for individual transaction postings and Summary for viewing of batch transactions.


62019 - General Ledger Master Chart of Accounts Issue

When using the Correct mode to correct a General Ledger Master Chart of Accounts record, an I/O error is occurring.



62212 - Maintain Ledger Account Details Problem

Changing the Reference on GL transaction is not working. This issue has been rectified.

Financials




62213 - Statement Reconciliation

On completion of Bank Reconciliation, the program does not exit. This issue has been rectified.


Payroll and Human Resource Management (HRM)

59579 - Calculate Earnings for This Pay Run

No tax to be withheld for income earned prior to death, but now paid after the death of employee, as per ATO requirements.

Key Data Module/Function: PAY M086

60458 - Terminate Employee - Report Only

Rounding issues occurring when paying out leave. This issue has been rectified.


60592 - Full Edit and Entry

Correction of a super pay code to another pay code when adding a transaction is not clearing previous fields associated with initial pay code entered.



60735 - Begin Pay Run Issue

When a pay run is cancelled, the date in the payroll leave request is not being reset back to the posted date.



60945 - Employee Years of Service Report Issue

In the Employee Years of Service report, when entering payroll number parameters, it denies access to every payroll, however if you leave the payroll number parameter blank, it produces a report. Checking is being done for the four payroll number fields that no longer exist in 700 since the new PN masking is now available.

Financials



This issue has been fixed. Validation of payroll number is done on the report selection criteria so there should be no trailing tilde.

Key Data Module/Function: PAY R037

61141 - Maintain an Employee Issue

In the Advanced Entry for Permanent Transactions in Employee Maintenance screen, an incorrect error message is displayed for valid projects and cost categories.



61152 - Print Payslips And Other Advices

A new program pay/m70paycre.spl has been added to maintain the payroll layout and generate the bank transfer file using the layout.


61176 - Maintain an Employee Payslip Issue

When two pay runs is processed for the same employee with the same date, the reprint payslip prints both the pay run details instead of the specific one.



61221 - Payroll Number Missing Modes Issue

The Correct and Remove modes were missing from the screen.



61250 - Calculate Earnings For This Pay Run

When a new employee is processed in the pay run where leave accrual method is 1, by period, the leave is not being accrued.



Financials



61364 - Payroll YTD and Transactions Rebuild

When rebuilding the payroll earnings history YTD records, additional records were created with blank category code for the J type transactions.



61454 - Maintain an Employee Issue

When the PLD leave taken is entered as negative, the remaining PLD entitled is calculated incorrectly. This issue has been rectified.


61469 - Incorrect Leave Balance Display after Timesheet Entry

When leave is entered using a timesheet and then removed, the incorrect leave balance is displayed on the screen.



61675 - Earnings YTD Issue

Negative YTD earnings are being reported as ??????. This problem has been fixed.


61758 - Payment Summary Report

When running a payment summary print for all payrolls, the payment summary report is printing a value on line G (rounding line which prints on the payment summary). This should not be there and is distorting the figures. The odd value doesn’t print when running the payment summaries by individual payroll number.



61877 - Payment Summary Print Problem

Unable to print PAYG summary, when an employee receives and is paid only by allowance.



Financials



62009 - Superannuation Calculation Problem

Superannuation was being incorrectly added to under 18's working less than 30hrs.



62018 - Maintain an Employee Salary Issue

Entering certain annual salaries for staff resulted in calculating the figure as ending in 01 difference. This issue has been rectified.


Distribution



Distribution

Sales Orders

57333 - Sales Quotation - Configured Specials

This change has corrected the following issues:

Changing the GP% and the sell price of a special created from Product Configurator resulted in the warning "Warning: Item price is ZERO".

Item cost of configured special was not protected from manual override following configuration.

Item cost of the configured special did not reflect the cost established from cost simulation, following adjustment made to first level generic.

Cancelling a quote for a configured special was erroneously removing unrelated adjustment made to configured items.

Incorrect configuration due to concurrency issues. With this change, the assignment of temporary stock code is now unique for each configuration process.

Key Data Module/Function: SO M001, SO M053, SO M025 Major Function Flags: Configurator-Create BOM Quote Conv = Y

58463 - SSCC Label Print Slow

Label printing is very slow and creates multiple spool files.

This issue has been rectified. This program has been refactored for faster label printing performance.

Key Data Module/Function: WHSE M014

58987 - Despatch WMS Orders - Recalculate Picking Time

There seems to be a long delay in despatching a WMS order. The process of recalculation has now been optimised to occur once for each resource, instead of for every pick job.

With this setting, there is a constant rescheduling of pick jobs associated with the resource for each staff activity in the warehouse. Periodic database tuning should also be considered for performance issue.

Key Data Module/Function: SO M287 Major Function Flags: - WMS Picking Time Calculation = ' ' - WMS Order Priority Sequence <> '0'

Technical Reference/Dict. Changes Performance can be improved by:

Housekeeping on the object warehouse-resource-trans and remove dated transactions and transactions associated with redundant or obsolete resources.

Defragmenting and compacting the object warehouse-resource-trans through database import or export facility or procopy.

Distribution



59562 - Unable to Reconfigure Item During Quote Entry

Items can now be reconfigured after the initial configuration has been saved on the quote line. This can be done using the Reconfigure function accessed from the Extra mode of the Quote Line.


59741 - Copied Sales Order Not Adding to sales-order-gl-coding

When copying a sales order, the required records for the sales-order-gl-coding table did not copy.

This issue has been rectified. Records are now being inserted to the sales-order-gl-coding table as expected.


59756 - Item Return Pricing from Original Invoice

If an item return is entered that specifies an original invoice, the item price should be obtained from that original invoice. This functionality has been reinstated.


60629 - Pick Slip Printing Hangs with Certain DW Table Setup

Printing pick slip for type 3 (WMS Controlled) warehouse from the Print Picking Slips function can hang with certain DW code table setups for the warehouse and territory of the sales order.

This issue has been fixed. There are now no hanging sessions for Print Picking Slips regardless of warehouse delivery lead days set up.

Key Data Module/Function: SO R097

60682 - Printing Serial Numbers on Invoice for Consignment

Order

Serial number (print line type = W) is printed in the wrong format when the invoice for a consignment order on a manufacturing item is being printed.



60742 - Lots Incorrectly Held In Due Out

Sales orders with lot tracked items are packed and then unpacked using ScanPack Basic. When trying to de-allocate lot numbers using Sales Order Maintenance, the due amount is not updated causing Inventory Integrity errors.


Distribution



Key Data Module/Function: SCAN M003

60808 - Label Reprint Stuck at the "Spooled" Status

In Scan Pack Label Reprint option, the spool file is left at a status of Being Spooled unless you leave the screen completely. This issue has been rectified.


60902 - Losing Currency on Despatch Package Enquiry

Currency issue in Despatch Package Enquiry screen is resolved.

The Pallet Find and Pack Find modes are now working properly.


60947 - Partial Credits not Posting Correctly

When raising multiple partial credit notes against the one invoice the following issues occur:

Issue 1 - On the first credit note created, the invoice no# is not populated. This means the credit note cannot be updated.

Issue 2 - On the first credit note the totals on the order header are 0, lines are OK. If you go into the lines through Order Edit and then press Esc, the header totals are reset incorrectly.

Issue 3 - If orders are updated out of sequence the postings are incorrect.

These issues have been fixed. Sales orders created for credit notes using Contract sequence will have a reference on the original invoice number. The sales order header totals will also be calculated.


60972 - Price Changes of Lot Controlled Items after Invoicing

After invoicing it is possible to alter the price of an invoice. In a type 3 (WMS Controlled) warehouse for lot-controlled items, the system was displaying the lot information. This allowed the potential for many changes to occur, not just a price update. This was deemed to be an invalid action for a type 3 (WMS Controlled) warehouse and the functionality has been disabled.


60995 - Sales Order Edit Issue

If the UOM on an SO line is corrected to use an alternative UOM, the line total price remains as it was. It is not recalculated to reflect the new UOM. This issue has been rectified.


Distribution



61056 - Rework C/N for a PM Service Call not Added to Call

Rework sales order will now correctly be added to the call even for PM service calls.


61107 - Layout Maintenance +999 Lines

If a layout lines section exceeds 1000 rows, and you sort lines on the layout, the sequence numbers are reverted to whole numbers, and the layout allows sequences that exceed 3.2 characters. Once the sequence numbers are reset, you cannot add any new lines.

When the Sort Lines mode is selected, the sequence that will be used as an increment can now be overridden. The default will always be 1, but you can enter a numeric value from 0.01 to 1. If you want to change the default of 1, you can use Screen Customiser for the screen get-default-sequence.


61120 - Sales Order Proceeds to Conclusion without Lines

When entering a sales order, you can escape out without entering lines. Then the Confirm Cancel message should pop up to be answered as required. If you select Yes to cancel the order, then the order should be cancelled, otherwise the order line screen should be displayed to enter sales order lines.



61124 - Contact Name Disappearing After Entry

When entering a sales order for a customer with CRM contacts, if you override the contact name and then correct the order before going to the lines, the override contact name is deleted automatically and replaced with the default contact name.

This issue has been fixed. The override name will not be deleted in Correct mode.


61131 - Configured Item Conversion from Quote

When a sales quotation for a configured item was converted to a sales order, any routing information was lost. This function has been updated to ensure any required routing information will be created.

Key Data Module/Function: SO M001 Major Function Flags -scm-config-delete-bom-at-quote = Y

Distribution



61134 - Full Order Entry Issue

When a customer is set up as taxable, you are unable to apply tax exemption on the sales order using the header screen.



61146 - Order Response Screen Refresh

In an Informix environment, the refresh of data grid information is impacted by the way records are selected. The data grid displayed in the maint-expected-delivery-date function has been altered to allow refresh when the up and down arrows are used.


61150 - Cosmetic Change to Correct Spelling Mistake

If the UOM on an SO line is corrected to use an alternative UOM, a message is displayed. In the message, spelling of inaccurancy has been corrected as inaccuracy.


61158 - Picking slip codes not printing in correct position issue

When the total codes have a U layout code and the printing line number exceeds the position of layout code U, picking slip codes were not printing in the correct position.



61162 - Sales Order Work Link Processing in Docket Update

The processing of sales order work link records when performing a production docket update can be slow depending on the volume of data. SDR 60845 has addressed this in a particular way in earlier versions of Pronto Xi. This processing has again been updated to reflect changes possible in the latest version.

Key Data Module/Function: MANU T014

61179 - Sales Order Despatch - Insurance Premium/Charges

(IP/IC)

Despatching a sales order for a customer with a mailing control code of I using a carrier with insurance premium and/or charges, could result in sales order integrity reporting incorrect shipped and tax amount for the insurance charged.

Distribution



This issue has been corrected.

Key Data Module/Function: SO M287 Table Entry: -ZZ/IP Insurance Premium, -ZZ/IC Insurance Charges

61182 - Misleading Error Message Text on SO Update

Sales order update error message is misleading and confusing if a chosen sales order is not at the correct status, for example, 80 - Ready to Update.

This issue has been fixed. When updating a sales order, the error message displayed now has the status short description of the sales order.


61224 - Proforma Creation Performance is Slow

The process to create proforma orders is taking a very long time to process. This has been identified as a problem with Informix environments. The function has been re-structured in order to make some performance gains.


61234 - Product Configurator - Configurator Costing

Prior to this change, it was only possible to maintain the last configured item when there were multiple configured items on the list.



61315 - Sales Type Cannot be Corrected


Sales type is set back to the default value after it has been corrected during sales order entry.

When sales type is corrected using the F2 key, the type description is not updated.


61334 - Allocate Items to Orders - Orders with no Part Shipment

Prior to this change, the allocation of stock to orders with no part shipment could result in the release of the order even though there are items still on backorder.


Distribution




61352 - Transfer Order Processing

When the Charge for Inter Transfer flag is set to P, the destination warehouse will be charged for the transfer at price. The amounts involved in the transfer were inclusive of tax causing incorrect costing on the destination side. A change has been made to make these amounts exclusive of tax.

Key Data Module/Function: SO T017 Major Function Flags -sys-charge-for-inter-transfers = P

61361 - Create Proforma Orders Expecting Acknowledgement

When running the create Proforma order program, it is waiting for acknowledgement in between the report processing.

This issue has been fixed and the report will generate without any acknowledgement.


61401 - Credit Officer Access Needed for On Hold Approval

When a user is not a Credit Officer, they are not able to use the Normal On-Hold Approval screen. This is inconsistent with Credit Officer functionality as the sales orders are not on Credit Hold.

A Credit Release Officer is not needed to approve a sales order status of On Hold. But for the sales order status of Credit Hold Entered, a Credit Release Officer is needed.


61423 - Currency Issue On so/m5commit

The Find mode will now appear in the screen and the currency of records will not get lost where modes are selected in the screen.


61424 - Sales Order Entry Issue

When so/m50extract is called with get-param(3) = '-st' and get-param(4) = '-nocroff', it allows Non-Credit officers to release credit hold orders.



Distribution



61428 - No Supply Order Released by Non Credit Officer

When a customer is at a status of No Supply but has a valid credit limit, a Non-Credit officer can release the order.

This issue has been fixed. A Non-Credit release officer will not be able to change the status of orders for a customer that has a status of No Supply.


61470 - User Can Bypass Mandatory Customer Reference Fields

Issue

When sales orders are configured to require a customer reference (PO Reference), the user was able to bypass the Reference field without entering a value.

This issue has been fixed. Users will not be able to skip this prompt when it is configured to have a customer reference.


61481 - ScanPack Despatch Non-WMS Transfer Order -

Warehouse Bin Location

Prior to this change, updating a ScanPack despatched transfer order from a non-WMS warehouse with a warehouse bin location, would result in FIFO and location quantity not being down counted, hence the reporting of an inventory integrity.



61515 - Converting Sales Quotations to Sales Orders

Sales quotations containing configured items were not converting to sales orders correctly. The temporary lines were remaining. The validation of the stock code has been changed to allow the conversion to work.

Key Data Module/Function: SO M058 Major Function Flags: scm-config-delete-bom-at-quote = Y


When a warranty claim sales order is entered, the user should be able to access the Outstanding mode.



Distribution



61518 - RF Transfer Receipt By SSCC - Screen Bound Error

This change corrected a screen bound error for transfer receipt using a RF unit.


61519 - I/O Error on Cancel of Consignment Order

A consignment sales order is created and updated. When cancelling the order, and the user completes this and then escapes from the screen, an I/O error is displayed.



61524 - Multi Currency is not Creating Records For JE Trans

After updating the last sales order for a consolidated order, the JE for deb-trans will now correctly create records for multi-currency.


61525 - Update Customer & General Ledger Problem

When updating an A type sales order for a serialised item, the first asset in the range is created for a value being the sum of all serialised items relating to that line. The remaining assets are created for their correct cost/value.



61532 - Weekly Consolidated Invoice Spool file does not Show

Tax

When a weekly consolidated invoice is printed, the spoolfile doesn’t show the tax value in the Totals section.

This issue has been fixed. The spoolfile will now show the tax for all consolidation types.


61545 - Price Enquiry Issue

In Price Enquiry, for a customer with the RRP pricing set up, the incorrect best price is selected.



Distribution



61555 - Enable Selection of Multiple Items from pares List

In the Quick Pick Slip (PROJ M005) function, you can now Mark and Select the items from the spares list.

New modes have been added to mark items for attachment. These modes are Mark/Unmark, Mark All, and Unmark All. The Attach All mode will attach all marked items. Previously, you could only attach a single item or attach all.


61564 - ScanPack I/O Error at Close Box

Loss of currency on sales-order-picking-location when box is closed is causing an I/O error.



61572 - Blank Item Substitution on a Transfer Order

When performing an item substitution on a transfer order, it was possible to substitute a blank item. When this order was received, an I/O error would result. The entry of a blank means no substitution will be done and all relevant flags are reset. For a transfer order, this means the original item will be received and no error will occur.


61624 - Received Date not Updated on PO When GDR on

Shipment

Entering a shipment charge before doing a goods receipt and update removes the received date on the purchase order header after update. Received date is present at goods received status but removed once updated.

This issue has been fixed. After update, the purchase order received date will be updated.

Key Data Module/Function: PO T029

61625 - I/O Error When Sales Order Changes Warehouse

When a sales order under a Credit Hold has a change of warehouse and a new hold reason is entered, there will now be no error and the sales order is updated.


Distribution



61639 - SO_CUS_UPD program override has additional

parameters

The SO_CUS_UPD override program entry in m5invoice has had three additional parameters added to it:

ws-process-one-order:= Value will be Y or N if it is a single order being processed.

ws-single-order-no:= Sales Order Number if the flag above is Y

ws-single-bo-suffix:= Order Suffix is ws-process-on-order = Y

This will allow the users to identify orders that are processed individually and may not have been put in to the sales-order-update table.


61650 - Rounding on Promotion Discount Amounts Caused

Unbalanced GL

Rounding difference on discount and discount tax amounts created for sales order lines results in an unbalanced GL batch when the sales order is updated. This issue has been rectified.


61655 - Note Line for Multiple Discount is not Auto Removing

When entering a multiple discount line it creates an auto note line with details of discounts. When removing the line, it doesn’t remove the note line if it has been saved and you escape out of the order. First time entering the line without escaping or saving removes both the item and note.

This issue has been fixed. During SO edit, the discount note line will be deleted with the item line.


61674 - The Online Help is not Displaying the Correct Topic

When you are in the Copy Sales Order screen, opened from the Copy/Schedule (SO M122) function, selecting F1 opens the incorrect Help topic. It should call the same Help topic as the original the Copy/Schedule screen call.

This issue has been rectified. The Sales Order Copy screen now calls the Help for the Copy/Schedule (SO M122) function.


61676 - Sales Order Line Print Flag Set to N Incorrectly

When a packaged item is entered on a sales order line, the corresponding packaging item is retrieved correctly. However the print flag is set to N even when the latter has a price set against it. The print flag should only be set to N when the item has a zero price.

Distribution



This issue has been fixed. The print line for package item will be based on the defined price. If price is not defined, the print flag will be N.


61684 - Charge Lines Unbalanced Batch

When two charge lines are entered into a sales order linked to a project, the resulting batch is out of balance by the amount of the second charge line. The value of the first charge line is posted to JC correctly, but the second charge line value posted to the JC is the total of both instead of just the second value.

This issue has been rectified. When adding multiple charge lines on a sales order attached to a project, the charge line will be posted correctly.


61686 - Delivery Address not Copied on Suffix Consignment

Order

After a consignment order is split, the delivery address is not available on new order.

This issue has been rectified. The delivery address is now copied from original order to the suffix order.


61702 - Credit Hold Order Released by Non Credit Officer

If a user accesses the Lines screen for a sales order where all the lines are on backorder, and the order is at a status of On Credit Hold where the supplier is on no-supply, then when exiting the lines screen, the sales order status changes to backorder.

This issue has been fixed. When a sales order with backorder lines is being changed, the status will not automatically change to On Credit Hold if the following reasons are met:

user is not a Credit Officer

user is Credit Officer but credit limit is below the order amount.


61721 - Layout Maintenance Line Sequence Enhancement

New functionality has been added to the Sort Lines mode in all layout maintenance functions.

After selecting the Sort Lines modes, the user is prompted for a user-specified line sequence increment number, which can be greater than or equal to 0.01. This allows the screen to contain >999 lines.


Distribution



61724 - Alternate Items UOM Issue

When sales orders are being entered, if one of the alternates is selected it will add them as cartons rather than each.

This issue has been fixed. If an alternative item is selected, the base UOM should be returned unless the alternate UOM entry mode used.


61753 - Item Return Not Picking Up Original Tax

If a RMA is created and items from an existing sales invoice are selected, the tax applied to the original sales invoice was not applied to the RMA line.



61754 - Promotion Tax Amount is not Calculated for Order Level

Tax

When an order is taxed at order level,

The tax is calculated when the sales order is updated. It did not take into account the promotion special line. It ends up that the promotion lines do not have tax populated in the data object sales-order-line-promo and results in an out of balance GL batch.

Enter the order using POS, the item wholesale price of the sales item is missing. When an order with retail pricing is taxed at order level.

Order level tax amount is not spread correctly to the line level. Item wholesale price for the promotion special line is not populated. Refund the order using POS and the item wholesale price of the sales item is not tax exclusive.


Key Data Module/Function: SO T017, POS M017

61793 - Searching for Suspended Sales Orders

When searching for suspended sales orders, if a user highlights a line that contains a backorder suffix, Pronto Xi remembers the backorder suffix when trying to do a find.

This issue has been fixed. When searching for a suspended sales order, the backorder suffix will default to blank.



Part refund for credit note should retain the discount promotional lines.


Distribution




61822 - Sales Type Changing Automatically

If a user changes the sales order type (territory) during sales order entry and then presses Esc, this provides an option to cancel the sales order, if they say No, the alternate sales order territory has not been saved.

This issue has been fixed. The sales type will not change back to the initial default when a user changed it.


61834 - Territory Masking not Working Correctly

When you do a sales order search, it was showing the total values for all orders without using the correct territory masking.



61872 - BO Suffix during Find Defaults to Value for Last SO

Viewed

When searching a sales order on a data grid, the BO suffix was defaulting to the last value used. The default will now always be blank.


61880 - Internal Order Linked to Project Problem

When a sales order is entered for an internal customer and is linked to a project and an income cost category, the resulting batch is blank and nothing is posted to the GL. The user does not get a warning to say that this action is not allowed. A similar function is allowed through Project Costing > Transactions > Order Purchasing System > Issue internal invoice.

This issue has been rectified. When using an internal customer, the system will not allow an income cost category to be entered.


61910 - Sales Audit File Precision Errors

Backorder quantity will not be saved to the Discount Rate field in the sales-audit-table. Instead, a new record will be created with audit log type 35 - Chg BOQty.


Distribution



61917 - Handling Warehouse Differences for Transfer Orders

When a transfer order from a type 0 warehouse is packed using ScanPack, the picking location is created using the location specified against the warehouse.

It is possible for the bin location specified against the warehouse to differ from that existing at the stock location level. This has the potential to cause inventory integrity issues if left unhandled.

The example found affects non-tracked (normal and serial) items.

The processing of pick locations records has changed in this instance to be regenerated based on the actual location of the stock.


61919 - Update Customer & General Ledger Issue

Manual invoice will not update if current month is locked for inventory. There is no message or error to indicate why it will not update, order just remains at the Ready to Update status.




Added documentation to program and removed unused field declaration i5pricemod-sol-tax-rate.


61950 - Delivery Docket Prints the Incorrect Item Description

When an item is substituted during despatch, the delivery docket prints the incorrect item description. This issue has been rectified.


61964 - Full Order Entry Problem

Discount is displayed incorrectly with price trace.



61995 - Delivery Address Line 7 is Truncated by Postcode

Previously, the program was holding only 30 characters on the last line of the address. The length has been increased up to 42 characters in order to have 30 characters in line 7 address, 10 characters in postcode and two spaces between address and postcode.

Distribution





62012 - Sales Order Edit - Ready to Update

Prior to this change, it was possible to edit a sales order with the status of Ready to Update using a mouse click.



62024 - RMA is not printing through CRM

When viewing orders on the CRM Console and selecting Print for an order with an RMA status, the Print button does not function.

This issue has been rectified. Invoices will now be printed for RMAs through CRM.

Key Data Module/Function: CRM E001

62035 - Receive Transfer Orders Issue

Incorrect IN, IT and FR postings when using Automatic Freight Recovery with a sales order line discount on a transfer sales order.



62063 - Reprinting an Invoice not Clearing Tax Details

Reprinting of a live or archive SO will not clear the tax details.



62083 - Setting the Sales Order Invoice Date on Future Dated

Orders

For some methods of printing invoices, the order date from the sales order is passed through to the printing function and this becomes the order invoice date.

This is not common to all the methods available to print invoices so a public exportable procedure called public-override-num-and-dates has been made available to allow the sales order invoice date to be changed.

Distribution




62123 - Kit Cost not Recalculated from Actual Serial Component

Cost

The price of a kit item is set up to be derived from the prices of its components. When actual cost of a serialised component is entered in a sales order line, the price of the component will become zero and the costs of the kit item are not recalculated. This results in sales order integrity error.

The price of a kit item is apportioned to the components. When actual cost of a serialised component is entered in a sales order line, the costs of the kit item are not recalculated. This results in sales order integrity error.

The calculation of serial item cost does not take into consideration of stock price unit.



62136 - Warehouse Commitments in RMA Processing

When processing a return authorisation, the stock commitment was getting applied too early. This was causing inventory integrity errors.



62140 - Sales Order Edit Screen Updates Blank Project Category

Code

The project cost category will no longer be overridden if you escape from the Sales Order Edit screen.


62188 - Duplicate Record Error in Sales Order Update

When multiple sales orders are updated in a single batch and one of those orders contains a multiple terms split, it can cause the update process to crash with a duplicate record error.

The creation of customer transactions for multiple terms splitting has been modified to ensure duplicates do not occur.

Key Data Module/Function: SO T017 Major Function Flags -sys-dr-allow-ageing-of-credits = 3

Distribution



Inventory Management

60420 - Internal Item Issue

When an indent item is issued to an internal customer, a purchase order will be created if the major function flag Raise PO from SO is set. This will be consistent with the functionality in Sales Order Entry.


60555 - Reorder Report does not Include Current Month

The Reorder Report now correctly includes current month in the monthly sales history.


60852 - Stocktake Prepare - Lot Tracked Items

This change corrected the incorrect generation of stocktake variance records for lot tracked items, when the stocktake is prepared for a specific warehouse, item group range, and there is no stock on hand for the item/warehouse.


60864 - Co-Product Maintenance - Copy Option

With this change, there is now an option to copy a co-product bill of materials.


60989 - Catalogue Maintenance Issue

The Minimum Ordered Quantity field in the Catalogue Maintenance function is missing in 700.



61026 - Cancellation of a QA Rejection

When a QA rejection is performed and the option selected for the rejection is Return to Supplier, a screen is presented for the entry of a reason code.

If the Cancel button was selected in this screen, the stock would not get rejected, it would be released.

This process has now been updated so that if the rejection is cancelled in the reason code entry screen, the rejection will not occur. Quantities to be released are unaffected by this change.

Distribution



Key Data Module/Function: INV T002

61029 - RF Stocktake Count Entry - Type 0 Warehouse

Stocktake count entry was validating location code for an item from a type 0 warehouse. This is an unnecessary validation, as there are no valid locations in a type 0 warehouse. The message "Blank Location?" has now been removed.

Key Data Module/Function: RF X005

61099 - Stocktake Count Bin Location Validation

Validation has been added when a bin location for a count is out of range for a stocktake of a type 0 warehouse. A warning will now display when a location is out of range.


61105 - Colour/Size Item Maintenance - GTIN/APN Number

Prior to this change, APN number input using INV M138 for a colour/size item could incorrectly be shown for the style in INV M419.


Additional colour/size added will not record the GTIN/APN number of an existing colour/size.

Key Data Module/Function: INV M419 Major Function Flags -Stock Fast Maintenance Format = O, Item Code Format -Prevent Duplicate GTIN Entry = YES

61155 - Item Type of Style/Colour/Size Child Items are

Overridden

Modified item types of children are overridden with the item type of the first child when a new style/colour/size item is created.



61156 - Inventory Integrity Issue

A lot tracked manufactured item of type 3 (WMS Controlled) warehouse sales order is partially shipped. When executing an inventory integrity, it generates an error indicating a mismatch between stock location records and sales order picking location records.


Distribution




61192 - Project Creation not Returning to Created Project

After creating a project, the system shows the project entry screen to enter another project. If you do not want to continue, you can press Esc or select Cancel. Then the project entry screen should display the details for the last entered project.



61264 - Inventory Maintenance and Enquiry Issue

Entry of a new item price with a non-blank price category is not displaying the correct tax code and rate.



61267 - Cannot Enter Tax Exclusive Price in Catalogue

The setting of the Stock Price Entry Default major function flag was not taken into consideration when entering catalogue prices so it was only possible to enter tax inclusive prices.



61395 - Discount by Customer is not Retrieved in Price Enquiry

Price enquiry and sales order line entry does not show the customer discount when the Customer Line Discounts Allowed major function flag is set to Y.


Key Data Module/Function: AR E057, SO M001

61456 - Location Code Set to Invalid Item Code for Type 0

Warehouse

When the stocktake count is entered using RF option 6 - Manual for a normal warehouse, an invalid item code entered is shown as the location code which is not tracked in a normal warehouse.


Distribution



Key Data Module/Function: RF X005

61473 - Maintain Custom Price Rules

If an invalid key is entered when entering a new price rule, the invalid key is incorrectly created in the BQ code table.



61476 - Inwards Item Maintenance screen’s Pack Cubic field

If you escape out of Correct mode, the data will not be overridden. If you use the F4 function key, or enter through the fields to get out of the Correct mode, it will permanently update the width, depth, length and pack cubic fields to 0.

This issue has been fixed. The Pack Cubic field will not be overridden if the product of entered height, width, length is zero. Pack Weight will behave in the same way as Pack Cubic.


61494 - Item Drilldown to Sales Order Archive Enquiry Issue

Drilling down from an item in Inventory Maintenance to the Sales Order Archive enquiry displayed orders that were not related to the original item.



61554 - Inventory Integrity Run Results in INFORMIX Error 255

Informix error 255 occurs when stock-price record of x-reference stock item cannot be retrieved for deletion during nightly run of inventory integrity.



61573 - Cyclic Code Numeric Value Restricted in Mine Issue

Validation allows alpha and numeric values to be entered into the ST code table. The Mine Item Maintenance screen has been hardcoded to only allow alpha values A – Z, so you cannot maintain items in this screen.



Distribution



61635 - Stock Keywords Background Build for Warehouse Detail

An error found on some sites during the Inventory EOP process has highlighted an incorrect processing of stock keywords based on changes to the stock warehouse detail records.

The result was many background keyword rebuild processes being spawned, when in fact, there was no actual change to any of the fields that control the content of the Inventory keywords.

Regardless of whether the error was triggered, this was also causing inefficiency in many inventory based transactions and processes. This issue has been rectified.


61647 - Bill of Materials listing

With previous versions of Pronto Xi, there was an ability to write exploded BOM details out to a standard bill-of-materials-exploded object. This was in the standard BMS dictionary and was then available for custom SQL reports and so on. This functionality was removed in 700 which means that there is no ability for a customer to create a custom exploded BOM report.

This issue has been fixed. The Bill of Materials Listing is now available from v700.

Key Data Module/Function: INV R110

61670 - Price Enquiry Issue

For pricing method A, the exclusive price is incorrectly displayed as an inclusive price.



61671 - Stocktake Count Entry - Multiple Count Entry Sessions

This change reinstated a loss of functionality from v670 and there can now be more than one session to enter stocktake count entry.


61673 - Colour/Size Item Maintenance - Item Creation

This change corrected an issue with having to exit the screen for the re-entry of a new style when the same style was initially entered without colour/size specification. That is, escape out of Maintenance Version.

Key Data Module/Function: INV M419 Major Function Flags: -Stock Fast Maintenance Format = O -, Design Code Size in Item Code -, 2nd Code Size in Item Code -, Style Entry and Display Format = S

Distribution



61692 - User Denied INV S001 Can Still See Costs

A user denied access to the INV S001 security function can still see costs in the Current Counts/Variances for Stocktake Control screen.



61714 - Phantom Subassembly - Duplicate Route Sequence

Prior to this change, version 700 and above was not checking for duplicate route sequence in a bill of materials with phantom subassemblies when routing on phantom subassembly is allowed.


Changes to route code/ID through route maintenance for a subassembly can still disturb route sequences already checked for an assembly. That is, detection is done at a higher level assembly rather than lower level subassemblies.

A re-check of duplicate route sequence will occur in the following processes prior to the creation of a work order:

Bill of materials maintenance

The inclusion of an additional subassembly

Changes to routing information

Create work order

Production entry - no work order

Load work order

Key Data Module/Function: INV M151, MANU M047, MANU M027, MANU M021, MANU T004 Major Function Flags -Allow Routing on Phantom Subassys = Y

61739 - Promotional Element Posting Item Validation

The entry of a specific posting item as part of a promotion element has been changed. This item must now be blank or a Z type (special) item.


61766 - Order Enquiry for Work Order Transactions

When an order enquiry was done on a work order transaction from the Inventory Movements screen, the sales order enquiry was getting displayed. This occurred when an internal sales order existed with the same number as the work order.

An update has been made to ensure that the work order enquiry is displayed in this situation.


Distribution



61773 - Inventory Console/Enq Applying Supplier Masking

Incorrectly

There were issues in the Inventory Enquiry console with supplier masking. It was showing the costs for the suppliers that did not belong to the masking from the Purchase Orders and Update PO by Supplier modes in the Inventory Enquiry Console function.

These issues have been fixed. Now the supplier masking is applying correctly and it is restricting data as expected.


61807 - Promotions Engine Last Changed Field

A Last Changed field has been added to the promotion header record to display the active sales orders.


61808 - Reorder Policy Not Populated in Colour/Size Item

Maintenance

When you create a new item through the Colour/Size Item Maintenance (INV M419) function, the reorder policy is not populated upon creation in the stock-master.

This issue has been fixed. The reorder policy now correctly defaults to Y during item creation in the Colour/Size Item Maintenance (INV M419) function.


61844 - Promotions Engine Error

Initial entry of a promotion was displaying an error related to from and to date and time.



61849 - Promotions Engine SS Sales Order Line for Discounts

The promotions discount engine can add a SS sales order line for discounts. These line totals must match the calculated totals from the supporting discount lines, so integrity must not recalculate these lines.

A last changed indicator has been added to the promotions header record.


Distribution



61886 - Costs Recalculate Report Totals Incorrect

The final information about difference between Totals is not correct in the Costs Recalculate report.

This issue has been fixed. The total on Hand $ Difference should now be equal to the Total difference in stock value.


61932 - Menu Hotkeys in Issue Items Screen

The F2 menu option hotkeys did not match the valid options that were available. This could potentially cause confusion and validation errors if the hotkey was keyed directly.

The F2 menu layout has been changed so that the hotkey matched the actual value that is returned.


61941 - Inventory Maintenance/Enquiry Issue

When selling a product in an alternate unit of measure, the Sales Order Enquiry screen from Inventory Maintenance does not show the correct unit of measure.



61962 - Item Type and Condition Description in Inventory

Console

The Item Type and Condition text description was being truncated in the Inventory Console. These have now been increased in size to display the full description.


62007 - Bill Of Materials Detail - Component Description

This change corrected display issues with component description.


62008 - Inventory Enquiry Console Displaying Incorrect Order

The Inventory Enquiry Console is not displaying the correct work order, instead it displays the sales order with the same order number.


Distribution




62039 - Unable To Issue Stock To An A & G Type Project

When attempting to do a direct stock issue to a project which is a type G or Asset Type (which requires no Customer), the program returns an error - Customer same as cost centre, not found. Customer: and posting cannot occur.

This issue has been fixed. Now the program will issue the stock to the project type J and G even without a customer being set up. It will also only check for a valid customer for the project type J.


62040 - Style/Colour/Size Items and Warehouse Creation

During the entry of a parent style, a number of values can be entered during the creation of warehouses. Some of these values propagate through to the child items and others do not.

An update has been applied to allow all warehouse values entered to be propagated to all child records.

Note: This applies to initial creation only.

Key Data Module/Function: INV M002 Major Function Flags -sys-default-stk-maint-mode = O

62049 - Issue Items Direct from Project Not Posting

Using Issue Items Direct from Project for a lot controlled item with no previous transaction and therefore average cost does not work.



62051 - Cost Recalculate Processing Problem

When the Cost to Use to Value Stock major function flag is set to B for using warehouse standard cost, the Cost Recalculate function cannot set up warehouse standard cost based on warehouse average cost.

The B setting of the Cost to Use to Value Stock major function flag will now use the fixed cost if it is non-zero, otherwise it will use the average cost. When performing a cost recalculation, the system should not update costs in a way that would cause a switch between fixed and average cost. Therefore, the fixed cost will not be changed from:

Zero to a non-zero value, or

Non-zero to zero

This can still be done using the manual re-calculation option.

Distribution



Key Data Module/Function: INV T026 Major Function Flags -sys-cost-to-use = B

62056 - Promotions Engine Maintenance

Promotions element maintenance allows the inclusions and exclusions to be defined based on stock master data elements. Levels of the stock hierarchy are included in the selection, but were not active in the filter process. This has now been added.


62060 - Rounding Problem Causing Negative Price

If resulting price from price list processing is below the rounding amount, the price is incorrectly returned as a negative price.



62061 - Warehouse Entry for Style/Colour/Size Items

The following changes have been made:

When adding additional warehouses against the parent style, the record was occasionally getting retained at that level. There is no requirement for warehouses against the parent style so these have been removed.

When entering the warehouse details in Entry mode, field label positions were being overlayed and lost. The screen layout has been changed to ensure field labels are displayed.

Key Data Module/Function: INV M002 Major Function Flags -sys-default-stock-maint-mode = O

62086 - Item Balances and PO Stock Enquiry Option

The Item Balances & POs item enquiry has had the following changes:

1. A new public exportable procedure called public-display-purchase-order-quantity has been added to enable the order quantity that is displayed to be changed.

2. A heading display issue that occurs when switching between purchase order and work order mode has been fixed.


Distribution



62089 - GL Update Inventory Ledger – Stocktake Issue

The gl-reference field of stocktake batch sometimes is populating with gl-batch-ref and sometime it isn't.

The gl-reference is set equal to stk-trans-ref1. The value of stk-trans-ref1 is overridden by the new value when the adjustment quantity and cost = zero. Under this scenario, the stk-trans-ref1 is populated with information from stock-movement-work-file (that is, the gl-batch-ref), to write a ST record into stock-movement object.

Therefore, the original value of stk-trans-ref1 should be saved and restored after the writing of ST record to stock-movement.

This issue has been fixed. During update of a stocktake control code, the gl-reference information for the GL batch is either set with the gl-batch-ref number or left as blank. If this gl-reference is left as blank, it will be set to the stocktake control code.


62096 - Enter/Edit Repair Order Issue

Where Payment Option N is selected, payment is requested again when the user progresses the repair to Select Repairer. The Deposit Amount and Payments fields will not display on the Customer Acceptance of Repair Quote.


Key Data Module/Function: RPR M019

62112 - Work Order Review of raw materials on a sorted display

When selecting the V option in the Inventory Enquiry (INV E001) function for a raw material component, the work orders where the component is used are displayed. When the record display is sorted and then the Detail mode is selected, the display can lose currency when scrolling.

This issue has been fixed so that the correct records are shown.


62147 - Stock Turn Field Title Appearing Twice in Inventory

Maintenance

The Stock Turn field appears twice in the Inventory Maintenance (INV M138) function.

This issue has been fixed. The Next Stocktake Due and Stock Turn fields are now correctly displayed.


Distribution



62164 - Imbalance Batch for Consignment Processing

GL batches for updating purchase of consignment stock and for transfer of consignment stock from a consignment warehouse to a normal warehouse are reported as imbalance batches in the Inventory Integrity report. Therefore, this is causing imbalance batches between the General Ledger and stock movement. This happens in version 700 and 670.



Purchase Orders

60440 - Maintain Purchase Order Issue

When a purchase order with multiple GL allocations is split into transit and backorder, it causes Purchase Orders integrity errors.



60641 - Stock-Recost-work-file Table not Being Cleared

Work file being used for re-costing is now being cleared after successfully being processed.


60796 - Sales Order Edit Problem

A SO is not linked to a PO if the item is a special item created on a line.



60914 - Currency Handling in Purchase Reorder

Examples have been provided where a single supplier is set up with items in different currencies. When these items are re-ordered, each item would be placed on the same purchase order. As no conversion was getting done, the purchase order was not correct.

This issue has been rectified. A purchase order will now be created for each supplier/currency combination.


Distribution



61011 - Approve/Review Requisition Issue

When a user has masking to disallow a project branch, they may not raise a project, purchase order or requisition for a project with that branch. They are allowed to approve requisition for the branch, which is not correct.



61016 - Display Format of Shipment Charges

The display format for any negative amounts has been updated to use a leading, rather than a trailing sign.


61092 - PO Shipment Final Currency Rate Setting

When a shipment is created, it is possible to go into the Charges screen and set a final currency rate. This rate was not always getting saved and as such subsequent shipment operations could potentially be performed at an incorrect rate.



61093 - PO Number Skipping When PO Is Copied

When a user does not have authority to override the Purchase Orders number, the automatically generated purchase order number for the purchase order copy is skipped and therefore not in consecutive sequence. This has been modified to request the user to confirm the generation of the next purchase order number after the warehouse entry to stop the number to be generated unnecessarily.


61125 - Error on Exchange PO Update Creates a Duplicate PO

When an error occurs in Purchase Orders update of exchange orders, the new purchase order suffix will not be created.


61128 - PO Link UOM Conversion Incorrect Decimal Places

When creating linked purchase orders, it was not getting the decimal places according to the UOM when setting the purchase order quantity.


Distribution




61196 - Transfer Reorder Type Handling

In the Reorder All Items function transfer types are displayed. When these reorder types are corrected, the validation of the suggested supplier is against the supplier master. The suggested supplier for these reorder types should be validated against the warehouse codes.



61199 - Purchase Order Goods Receipt Issue

Goods receipt of a non-shipment related purchase order that required an IR posting was not splitting the special account based on the item group. This special account split is now checked for.

Key Data Module/Function: PO M101 Major Function Flags: -GL Split By Prod Group not zero Special Accounts: -IR

61219 - Purchase Returns of Lot Controlled Items

When a purchase return is performed and the supplier unit of measure is different to the stock unit, the validation may be incorrect.

For lot controlled items, a check is made to ensure enough stock is available for the return but this does not take into account any required unit of measure conversion. This can result in an error, even if enough stock does exist. The availability check has been updated to allow for unit differences.


Distribution



61240 - Duplicating Serial Number Records Issue

When you raise a purchase order for a serialised item and then enter an Accounts Payable variance, the Trace mode of the Purchase Order Line screen was displayed duplicate records for the serials.



61278 - Warehouse Address Search Tool Issue

When the Find button is selected for warehouse addresses, it opens Pronto Xi Help instead of the list of addresses for that warehouse.

This issue has been fixed. The Search tool will now show a list of available addresses.


61284 - Long Size Description Partially Shown in PO Line Entry


Long size description is partially shown during purchase order line entry.

Size description is not displayed or allowed to be entered during colour/size item maintenance.

The full size description is not displayed in the print report of the system code table.


61379 - Goods Receipt Process Recording 0 Stock Movement

When processing a Goods Receipt and only receipting one item, a stock movement of 0 is processing against all lines that are not received.

This issue has been fixed. No stock movement record with quantity 0 is created for purchase order lines that were not receipted.


61398 - Suffix PO Created from Shipment with Control Lock Set

Newly split purchase order for shipment backorder quantity is created with control lock set to I.



Distribution



61442 - Negative Signal not showing in Shipment Costs Report

The negative signal now correctly appears.

Key Data Module/Function: PO R012

61497 - Notes on Purchase Order Header

When entering purchase order notes in the UA code table, it was possible to enter more than 20 characters however only 20 characters were stored. User input is now restricted to the 20 character field limit.


61516 - RF Receipt By PO - Orders Received But Not Updated

This change reinstated a loss of functionality from v670. RF goods receipt a WMS purchase order will now be updated.

Key Data Module/Function: RF M001 Major Function Flags -RF Receive Allow Accumulation = N

61603 - Refreshing Issues in Order Purchased Screen

Additional fields were added so that full keys can be used for order search. A new mode Find Order has been added to find orders using sales order number and suffix. The screen is now refreshed automatically after accessing the Detail mode.


61654 - Tax Details Of New Supplier Not Copied

When duplicating a purchase requisition, if the supplier changed, the tax details of the new supplier were not being applied to the duplicated order.



Distribution



61748 - ETA Button Doesn’t Always Show the Correct Linked PO

If you have multiple sales orders for the same indent item linked to multiple purchase orders, the ETA button doesn’t always show the correct PO number.

This issue has been rectified. The ETA button will now show the correct PO linked to the sales order.


61751 - RF Goods Receipt

When performing an RF goods receipt it was possible to escape out of the process before the receipt was confirmed. This left the order in a state that was difficult to progress. It has been decided that once the RF receipt is at conclusion, the process must be completed. The ability to exit at this point is no longer allowed.


61767 - Transfer Orders Not Loaded Automatically in Warehouse

When receiving a purchase order for a type 3 (WMS Controlled) warehouse that has been scheduled by non-RF, the transfer orders are created but are not loaded into the warehouse automatically.

This issue has now been rectified.

Key Data Module/Function: PO M006 Major Function Flags -WHSE M091 - Picking/Order Control -'Automatically Load Orders' = Y

61835 - Serialised POs Corrupting General Ledger

The conversion factor for the purchase will now be correctly taken into consideration when receiving serial items.


61847 - DJ Code in PO Layout not Printing on Purchase Order

On the Purchase Order output, the DJ field code defined in the Heading section of the Purchase Order layout is not printing any user ID. This issue has been fixed.

The DJ layout code description has now been changed to specify that this code is purely to print the purchase order approval officer ID.


Distribution



61857 - Cannot Amend Tax in Subcontract Order

When creating claims for a subcontract, the user will be able to enter, correct, and remove tax details.

Key Data Module/Function: PROJ E006

61873 - Create Shipment Issue

At times there is a need for users to split purchase orders in shipments to create a backorder on a new shipment. The scenario is:

1. A purchase order is created with three line items 2. A shipment is created for the purchase order 3. The purchase order is split so that half the quantity of one item from the order is backordered

to create a purchase order backorder, the split is created and a new shipment is created.

Once this process is completed the other two items on the original purchase order are removed from the purchase order. This issue has been fixed. When splitting purchase orders on an in transit shipment, the Quantity 1 column in the Order Split screen will be populated with the in transit quantity.


61903 - Goods Received by Order Issue

When calling po/m6lines from a custom program with the first parameter set to -agr to do the goods receipt for a purchase order, the decimal value ends up getting lost in the order line.



61937 - Maintain Purchase Order Issue

When a goods receipting purchase order is raised against a work order with serialised item, the status of the purchase order is not updated to Goods Received.



Distribution



61953 - Problem When Updating Ledgers in Batch Mode

When Purchase Order ledgers are updated in B - Batch Mode and a prior date is entered as the transaction date, the batch ignores this date and runs today’s date.



62030 - UOM Error When Entering PO

It is possible to set up multiple units of measure for an inventory item, to purchase from suppliers. When a purchase order line is entered and the item has multiple units of measure entered, one of those units can be used as the unit of the purchase order line and the system will now use the correct conversion factor from the setup.


62125 - Purchase Order Update Problem

During update of a purchase order with job.cat set up at the header level, it posts to IR special account. This issue has been rectified.


62160 - Maintain Shipment Details Issue

In shipment costs, the charge lines in purchase orders using Q distribution should have the charge value apportioned by quantity of the items.



62166 - Purchase Order Unit Conversion For Lot-controlled Items

Unit conversion for serial and lot controlled items will now be correct for purchase order receipt.


Distribution



62177 - Backorder Not Created When RF Goods Receipt is

Updated

Backorder is not created for backorder quantities when goods receipt is updated.

Perform partial goods receipts for purchase order with status In Transit will result in inventory and purchase order integrity errors.



62202 - prospl po/m6update

When calling m6update from a command line with parameter: po/m6update '-updbra' 'p' SPACES

'~~~~~~~~~' 'MEL' '~~~~~' 'N' 'N' 'N' FALSE

The process is not running in background mode.


62238 - Multiple Purchase Return of a Serial Number

A serial number that has been re-purchased after having been returned to the supplier is unable to be returned a second time.

This ability has now been allowed.

Key Data Module/Function: PO M011 Major Function Flags: -sys-po-serial-repurchase = Y

Sales and Marketing



Sales and Marketing

Customer Relationship Management

60887 - DA Address Creation Issue

When CRM flags are set to use DA address and a new customer is created with a delivery address, the CRM account created using the main address as the DA address.

This issue has been rectified. Now it is posting the correct address to the CRM accounts.


61028 - Not Showing Correct Transactions for Reps

When enquiring on transactions for reps in the Rep Analysis, the data displayed was the same for each rep.

This issue has been rectified. The program now displays the correct transactions for the selected rep.

Key Data Module/Function: CRM E003

61118 - New Transaction Button On CRM Calls Transaction Entry

The New Transaction mode on the CRM Console in 700 does not open the Transaction Entry screen as it did in 670.



61138 - Campaign Action Code not Storing

When a sale or quote transaction is entered, and an Action Type is entered, it was not storing the action type that was chosen. It was always storing the action type as Q.

This issue has been fixed. Now the system is storing the action type that was chosen.


Sales and Marketing



61408 - CRM Accounts Receivable Sync Delivery Address

When the CRM flags are set to synchronise the customer account with CRM details, and if there is a new site address is added to the CRM account, this is not added to the customer account as expected.



61410 - Create New Customer Allows Users to Enter Account

Codes

When major function flags are set to pad out to a given number of characters, in Accounts Receivable you can enter alpha characters and tab to have the remainder of the new number automatically padded out. If the customer is created in CRM, you must manually key in the full customer code and you cannot enter alpha and then pad out to automatically assign the next number.

This issue has been fixed. Now you can enter the account codes as required.


61430 - DA Site Address Updating Primary Site

When a new site is created for a DA address which is different to the primary site, the primary site address is updated to be the same as the DA address.



61723 - Opportunity Lead Refresh Issue

The CRM lead and opportunity screens were not refreshed when data was added or corrected.



Sales and Marketing



61798 - Add Required Modes to Contact Screen

The Contact Maintenance screen in the CRM Console does not have Attributes, Primary and Audit modes in 700 as in 670. These modes have been added to version 700.


61821 - Unable to Link a Site to CRM Contact

The system was not showing the contacts that belong to an account in the Review All Sites for Account screen.

This issue has been fixed. All the sites that are related to the account will be shown.


61927 - Link Site I/O Error if CRM Account Created Through AR

When a CRM Account was created during the Accounts Receivable Customer creation process, no site link record was created. When a user tried to access the site links in the CRM Console, an I/O error occurred.



62065 - Transaction Incorrectly Attaching to a Quote

When a CRM account has a sales quote, and a transaction is created outside of the sales quote, the transaction will not be attached to the sales quote.


62108 - Add Reminder and Location Fields to Activities Screen

The Reminder and Location fields have been to the Activities screen, and the duplicate column that was showing the account number has been removed.


Point of Sale

59538 - Include Hash Key Check When Processing POS

Redundancy Files

A Hash Key check has been added to the POS Redundancy Transaction Files sent to HO from remote POS Terminals. If a file is corrupted during transfer to HO, a hash key error will result and the report will highlight that the file must be resent.

Sales and Marketing



60003 - Screens with Duplicate Hotkeys in POS

Duplicate hotkeys issue fixed in the Skins/Themes Maintenance screen and Retail Event Transaction Log screen.

Key Data Module/Function: POS E008

60748 - Multiple Payment Types not Showing on Invoice

GS/LS field layout codes were printing only the last payment type and amount.

This issue has been fixed. It is now showing all the payment types and amounts in the invoice.


60891 - Transaction Control Required for Cash Draw

Reconciliation

Transactions were not rolled back when the Cash Drawer Reconciliation program failed with an I/O error because the gl-master table was locked at the GL posting step of the cash drawer reconciliation. This issue has been fixed.


61239 - Default Surcharge Amount Incorrectly Based on Order

Total

A Point of Sale order was created and put to backorder taking an initial cash deposit. After resuming the order it was payed using a tender type which has a surcharge. When calculating the surcharge the balance due should be considered but not the full order amount.



61268 - Clearing the Ingenico Audit File

The menu function that is used to clear the Point of Sale Ingenico audit file was not functioning as the required condition was never being met. The criteria to govern the clearing of the audit file has now been updated and corrected.


61299 - Point of Sale Refund Issue

Within Point of Sale, the Allow Refunds flag is set to V. This flag allows the POS user to refund a sales order with each line being validated. An issue is present where a sales order is refunded multiple times. On the subsequent refunds, a warning message is provided however no further

Sales and Marketing



validation is provided against already refunded items. An already refunded item can be refunded again, which could potentially allow fraud to occur.

This issue has been fixed. In the Point of Sale refund process, the quantity refundable is calculated as quantity sold less any previously refunded.


61360 - POS Entry Issue

When the Point of Sale operator login screen times out, it calls the exportable procedure public-after-logon-action. This shouldn't happen.



61417 - Import Data from Stores Program Error

An I/O error was occurring in the Import Data From Stores program due to not having the flat-sales-order flat file.



61432 - FirstData EFTPOS Integration

Addition Changes EFTPOS Response Codes (AR M027) Added additional set of response codes for FirstData. These codes allow the various card types returned from the FirstData payment portal to be mapped to specific tender types. The Load function will load a default set of response codes pointing to the base Credit Card tender types e.g. V = Visa, M = Mastercard, and so on.

Note: Discover and JCB are directed by default to D = Diners

Tender Details Enquiry (SO E007) Two new menu options have been added to the Xtra menu of the primary sales order enquiry screen

SO Tender Details Invoice Tender Details

These options display the tender details used on the sales order/invoice.

There are corresponding calling methods to so/m5ordenq to allow these new enquiries to be added directly as a mode or any menu passing the invoice/sales order numbers.

Key Data Module/Function: POS

Sales and Marketing



61540 - AT Mode. Restore/Rebuild an Existing Local POS Entity

POS AT Mode refresh has been updated to include information to get a terminal up to speed if it has been replaced by another machine.

This includes but is not limited to:

any message bus queue counters any serial numbers (next invoice and so on)

61551 - Handling of Change Amounts Displayed to a Pole

The handling of change amounts that are shown on a POS display pole has been updated to stop potentially misleading values being displayed. All change amounts will also be displayed to the pole as absolute values.


61558 - Price Check Issue

Price Check set up in Point of Sale skins and Themes Maintenance should return the tax inclusive price if customer is set up as Retail. This is consistent with the POS Entry screen.



61566 - Point of Sale Entry Issue

If a RRP customer is used for POS, changing the quantity of the kit item is returning the tax exclusive item price.



61578 - Rep Master Maintenance - POS Options

POS supervisor maintenance from Rep Master Maintenance checks the operator is masked to the store. If the check fails, the operator is warned but is allowed to continue to maintain the record. Therefore, masking is being ignored for this function.


Key Data Module/Function: AR M108 Major Function Flags: POS Store Masking = Y

61602 - Refunds are Incorrectly Bringing up the Wholesale Price

When doing a refund against a customised refund rule (eg NO DOCKET), the items that get scanned in are returning their wholesale price, and not their RRP. This is for the Cash customer.

Sales and Marketing





61677 – AT Mode 2 New Objects Added to the ATM File Load

Process

Objects system-messages and whse-extra-details have now been added to the ATM Data File Load Process.

61730 - AT Mode Modifications for 710.1 Service Pack

The following changes have been made:

Application Services

Added new screen for messaging only services - delayed-force-restart called by ProWinAppServ.exe. Delays start at least 5 mins to ensure SQL is up prior to executing -run-services.

Inbound Process

Added the ability to resync the PMB queues at HO for each entity if the HO dataset is restored. That is, (Reset Local Inbound Queues and Resend Outbound Queues back to HO)

Entity Maintenance

Local ATM entity must retain at least 30 days of messages. This then allows HO to rebuild queues up to this date.

Ensure IP Address is unique across PMB. Not just for ATM entities. Head Office AT Mode Console - Added PROMQ process check to HO console. Head Office Entity Setup

Added the ability to resync the PMB queues at HO for each entity if the HO dataset is restored. Ie ( Reset Local Inbound Queues and Resends Outbound Queues back to HO)

Added option to send ATM data file when entity activated.

Local AT Mode Console

Added security check for ATM S001. If not granted, then the user cannot perform any task from the local console.

Added the entity heading details to local console. Sleep for 85 seconds when start appservices windows services from console as application

requires at least 75 seconds to perform stop.

POSConnect

If HO connection fails, update the atconnect icon immediately, so the user can attempt to log back in.

Misc

Added registry reset component to run prior to call of PRONTOOBJECT to ensure autologin acts correctly.

Added environment variable PINGWAITTIME to control ping wait, the default is 1000 milliseconds.

Sales and Marketing



61785 - POS Operator and Rep Code Entry

It is possible to set up Point of Sale so that the operator, rep code and territory are entered for each order. Under normal order completion, the operator would be entered first then the rep code and territory.

When a sales order was voided, that order would change to rep code and territory, followed by the operator code. This may cause confusion as to what was occurring. This display order when voiding has been altered to ensure better consistency.

Key Data Module/Function: POS M011 Major Function Flags -pcf-rep-per-sale = Y or 1

61800 - GST on POS Surcharge Calculates at Wrong Stage of

Payment

When a tender type is set up with a surcharge which needs to be taxed, the surcharge amount should include the tax. When calculating the payment amount from the selected tender type, the tax amount should be added on top of the surcharge amount to calculate the correct payment amount.



61815 - Point of Sale Entry Problem

Within Point of Sale, the gift voucher number is set to automatic allocation. When bulk entry is used, the next allocated number is not updated.



61817 - Retail Store Console Display Issue

When you go into the Retail Store Console for store items, the quantities shown are incorrect.

Now when the Store Item mode is selected, those columns showing the inventory information is now displayed with the appropriate information.

Key Data Module/Function: POS E018

Sales and Marketing



61841 - AT Mode Local Data Resync

The process to resynchronise local data in AT mode has been changed to be run through Application Services. This is to avoid any potential issues with permissions.

Key Data Module/Function: ATM M003

61855 - POS Skin Master Maintenance Issues

It is no longer possible to maintain themes 1 to 99. It is also not possible to browse pos-theme. Unable to export\import themes between datasets, as this only relates to themes 1 to 99.



61876 - Cash Refunds Not Considering The Minimum Cash

Amount

When a refund order is tendered using cash, the tender amount should be a multiple of the minimum cash amount of the cash drawer.



61901 - Processing Tendered amounts with Order Level Tax

The processing of tendered amounts within Point of Sale sales for customers with order level tax is not calculating change correctly. Tax amounts were not getting included and this resulted in an incorrect change message getting displayed.



61926 - Full Order Refund Problem

A full order refund from POS processing was causing warehouse commitments to not update.



61931 - Import Data from Store Issue

When loading the CR deb-trans transactions, the system is space filling the CR transaction where the respective IN transaction does not exist.


Sales and Marketing




61942 - POS Note and Charge Lines as First Entry

Previously Note and Charge Lines could not be entered in POS unless a sale has already commenced. This has now been changed so the DN and CL shortcuts as well as the Charge and Note menu options now work even if a sale is not already in-progress.

An associated change to this is also that the voiding of the last stock item used to void the entire sale including orphan note/charge lines. A check is now made on the existence of any sales order line and if any lines exist at all, the void of any line will only close the order if this was the last and only line.


61975 - GST on POS Surcharge Calculating at Wrong Stage of

Payment

The GST on a tender type surcharge in Point of Sale is not calculating correctly. Tax on surcharge is not factored in so payment is made only for the surcharge amount and the order is short paid by the amount of surcharge tax.

This issue has been fixed. When a tender type is set up with a surcharge which needs to be taxed, the surcharge amount should include tax.


62087 - POS Item Keyword Lookup

POS Keyword inventory lookup was returning no items if the Keyword by warehouse was set to No, and the POS operator had selective warehouse masking.


Key Data Module/Function: POS M017 Major Function Flags: Inventory Keywords by Warehouse = N

62099 - Open Cash Drawer

POS Sale processing requires the processing cash drawer to be open. If the cash drawer is not opened, the tender process forced the opening of the cash drawer. It the GL period dates prevented the drawer from being opened, the tender process continued to loop and could not be exited. The cash drawer is now checked at the start of the sale, and if the drawer cannot be opened, the POS Sale is exited.


Sales and Marketing



62111 - Kit Item Problem

If a kit item was added to a POS sale, and the kit had no Bill of Materials defined, the sale was aborted. A change has been made to check that the BOM exists before creating a sales order line for the kit.


62146 - POS Display Issue in Refund Mode

When a refund order is created for an original sales order, the prices of the refund order items should match the original order item prices.



62218 - Point of Sale Entry Issue

SDR: 62218

Refund with custom refund rule is not populating the Sales Rep field. This means that refund sales orders are not being assigned a rep code, and client business rules are unable to be enforced.



Supply Chain Management




Advanced Forecasting

61710 - Maintain Item Forecasts

The Maintain Item Forecast (FCS M031) function should be available in the Inventory module.

This issue has been rectified by creating a new function INV M155 for Maintain Item Forecasts and retiring FCS M031.

Key Data Module/Function: FCS M031

EasyEDI

61145 - Introduced Acceptance Codes to Override Defaults for

ORDRSP

Two new screens have been added to customise the defaults for header acceptance codes, header response types and line acceptance codes.


61259 - EDI Non Compliance Issues

In ORDRSP it was sending orderline as rejected for the lines with order quantity 0. This issue has been fixed.

When processing the so lines with order quantity 0, the program was failing with zero divide errors. This issue has been fixed.


61306 - Purchase Orders Outgoing Document Issue

With this change, the full supplier's item code will now be output in the outgoing document.





61357 - Incorrect Price in EDI Log for Kits

For kit items, price errors were occurring in EDI log files because of the wrong tax calculations.

This issue has been rectified for kit sales order lines with line level tax.


61391 - Increased the fdi-stk-code-supplier Length To 20

Characters

Supplier/customer item code field in outgoing/incoming EDI files are only 16 characters long, while Pronto Xi allows 20 characters in the Inventory master. As a result, the incoming and outgoing files contain data which leads to mismatches when processing.

This issue has been fixed. The fdi-stk-code-supplier length has been increased to 20 characters.


61536 - Cannot Map fd-stk-code-supplier Code

The program was only holding 16 characters from sup-stock-code since the flat file field length was only up to 16 characters. It has now been increased to 20 characters and therefore, holding the full capacity of sup-stock-code.


61546 - Incorrect Price Errors in EDI Log for Order Level Tax

For kit items the program was calculating the tax rate incorrectly and as a result of that, the program was giving incorrect price mismatch messages.

This issue has been rectified and program is calculating the tax as expected.


61584 - Order Response Incorrect Kit Item Price Change Issues

When generating an order response for kit items, there was an incorrect price mismatch due to not calculating the kit item tax.

This issue has been fixed. The program is now calculating the kit item taxes.


62059 - Add new fields for Coles DSD ORDRSP compliance

New field codes have been introduced to the ORDRSP flat file document. The Flat file version has been increased from 20.004 to 20.005.





62133 - Incorrect Kit Price in Sales Order

When an order which has a normal inventory item following by a kit item is loaded through EDI, the kit price is set to the wholesale price of the preceding item if the kit price is not set in the inventory master and a ZROUND is added to offset the difference between the components and the kit price.



62248 - Order Response with Wrong Acceptance Code for Kit

Item

Process an order response for an EDI order which has a kit item with ordered quantity greater than 1. The header and line acceptance codes indicate price changes even though there isn't.






Warehouse Management

60626 - Picking Slip Displays Incorrect Total Quantity

Print picking slip for multiple orders using the Order Processing screen. The layout then displays the incorrect quantity when field code is set to AE (Print ship quantity per pack description).

This issue has been fixed. When a pick slip is printed for a batch with multiple orders, the total quantity per pack description is correct for all orders.


61114 - Labour Item of a Kit is Released With Wrong Picking

Quantity

Multiple sales-order-picking-location records are created for a labour component of a kit item when the order is released in a type 3 (WMS Controlled) warehouse.



61210 - Split Goods at Putaway Issue

Prior to this change, there were instances when the process of splitting goods during putaway, could incorrectly create negative putaway records. This has now been corrected.

With this change, top up during putaway will check the current location in pick face to see if the putaway quantity fits before the allocation to bulk location.

Key Data Module/Function: WHSE M042, WHSE M067 Major Function Flags: -WMS Allow Top Up During Putaway = 2

61258 - WMS Release Single Order - Locked Order

This change corrected a locking issue with the release of an order when the order is being concluded.

Key Data Module/Function: SO M001 Major Function Flags -WMS Automatically Load Orders = Y -SO Maintain/Enq on Extra Details = 0

61419 - Location Types List Report Error

When the Stock Location Types List report is run in version 670 and below, it causes an I/O error.

This issue has been fixed. The location types list report can now be executed without an I/O error.




Key Data Module/Function: WHSE R040

61453 - Field Code STCC Does Not Print On WMS Inbound Pallet

Field code STCC now being printed in the inbound pallet label if the field is defined in the layout being used.


61743 - SCAN M005 - RF Pack

The quantity to pack for lot tracked item that is using alternate UOM is now displaying the pack quantity correctly.


61824 - Detailed Order Processing Shows Incorrect volume

Order volume in Detailed Order Processing is displayed incorrectly.



61989 - Detailed Order Processing Issue

When trying to output the data grid information from this screen to report using data grid report function, it causes the system to hang.



Manufacturing Management




Bill Of Materials

59429 - Unreadable Fields When Entering Production Using RF

When entering production dockets using Prod Feedback – RF, after entering the date and the Future Date window is displayed, all the subsequent fields are not displayed correctly.

This issue has been resolved.


59605 - Manufactured Style Colour Size Item Issues

The following issues have been corrected:

INV M419 Colour/Size Item Maintenance: - A style can be created with a class that is not defined in the IA table. - Additional colour/size items can be incorrectly created.

INV M138 Inventory Maintenance - Copy option: - Incorrect validation of copy-to style, resulting in the generation of new style may not obey MFF code size definition. - The process is not copying the bill of materials from the style to be copied from.

MANU M027 Create Work Orders: - During the creation of a work order, it is possible to escape out of colour/size entry. When this occurs, the work order cannot be progressed any further as a style/colour/size order.

MANU M073 Work Order Maintenance: - Stock issue resulted in inventory on order/in transit inventory integrity. There can be no stock movement created when completing a work order with no routing details.

With this change, the requirement to input production quantity for each colour/size combination has been removed if quantity completed is the same as the quantity ordered. Production tolerance defined will also be honoured.

Key Data Module/Function: INV M419, INV.M138, INV.M027, INV.M073 Major Function Flags: Design Code Size in Item Code, 2nd Code Size in Item Code, Style Entry and Display Format Table Entry: ZZ/CF and ZZ/CO




59770 - Issue with Item Group Codes and Costing

During Cost Simulation for components with item group code, if the default component is not entered against the first component, the result is incorrect.

A new mode called Group Default has been created that can be used to set the default for item group code.


59858 - BOM in Non-alpha and Q Auth Flag Incorrect Demand

Flow

If a BOM contains a Q authorised subassembly and the BOM is not in an alpha sequence, demand doesn’t flow through the Q authorised item.

This issue has been fixed. The MRP process is now passing demand flow correctly to all lower levels for BOM with Q authorised subassembly, and components are not arranged alphabetically.

Key Data Module/Function: MRP M001

60522 - Backflush Finished Item - Components Consumption

Prior to this change, production feedback for backflush finished items could intermittently consume some components twice for the same production booking.


Key Data Module/Function: MANU M043 Major Function Flags -Backflush Components at OP = N -, Production Tolerance % = 0

60729 - MVREJ Not Reversed During Negative Scrap Entry

The posting to the MVREJ special account was not reversed correctly when doing negative scrap entry. This issue has been rectified.


60935 - No Description for Configurator Values with Dependency

Description for configurator with dependency is now displayed.





61083 - Production Entry No Work Order Decimal

If you enter production with no work order, the quantity rule doesn’t obey the same decimal rules as normal production. You can only enter two decimal places.

This issue has been rectified. Production Entry No Work Order decimal rule for production quantity is now consistent with Normal Production Entry.


61111 - Components after Phantom Items Not Consumed

Components placed after a phantom item is not being consumed when a production docket is entered and updated without a work order number.



61195 - MPS Incorrect Manufacturing Lead Time

The wrong supplier lead time is being used to calculate the start date of production when MPS is run on all factories.



61217 - Validation Serial Quantity Failed No Work Order

Production

If you create a serialised manufactured item using the Production Entry No Work Order function, a serialisation error occurs.

This issue has been fixed. The Validation Serial Quantity Failed error message is not being displayed any more when serial numbers are correctly entered.





61226 - Disassembly Order - Production Feedback Custom With

Shift Entry

Prior to this change, production feedback of a disassembly order using shift entry was incorrectly recording stock movements for the finished item and its components.



61238 - Release Planned Orders - Create New Order per Due

Date

Prior to this change, planned orders released with option Y was not splitting orders by due date.


Key Data Module/Function: MANU R047

61247 - Incorrect Labour/OH for WO with Phantom Subassembly

Labour and overhead time in work orders are set incorrectly for manufactured items using routing from its phantom subassembly.



61261 - Window In Dependency Maintenance Shows All Records

When performing Dependencies Maintenance and using F2 (Lookup Help), it displays the entire Help Table, instead of just those items that are relevant.

This issue has been fixed. In Maintain Configurator Dependencies, only relevant records are shown when opening the window attached to the Value field.


61270 - Work Order Maintenance - Complete Work Order

Prior to this change, completing a work order following a shortcut execution to complete update a linked subcontract order, could result in the reporting of duplicate stock movements for the finished item and the reporting of manufacturing integrity for the work order.


Key Data Module/Function: MANU M073 Major Function Flags -Auto Update of Subcontract Route = N




61271 - Work Order Completion Issue with Subcontract Orders

Prior to this change, it was possible to complete a work order with an outstanding linked subcontract order, which resulted in the reporting of a manufacturing integrity error.

This issue has now been rectified. All linked subcontract orders must be goods receipt updated before a work order can be completed through work order maintenance.

Key Data Module/Function: MANU M073 Major Function Flags: -Partial Rec. of Subcontract PO = N -Auto Create of Subcontract POs = Y -Auto Update of Subcontract Route = N -Special Subc. Setup & Handling = N -Create New PO for Subc. Routings = Y

61285 - Work Order Maintenance - Complete Work Order

Prior to this change, the process of completing work orders through work order maintenance was not checking against production tolerance set, resulting in the inability to close the work order.


Key Data Module/Function: MANU M073 Major Function Flags -Production Tolerance %

61301 - Show Comp Returns to Incorrect Record

For a multi-level BOM setup, when components of a sub-assembly is viewed using the Show Comp mode, after pressing Esc to exit the screen, the incorrect record is highlighted.



61420 - Issue With Manufacturing Labour and Overhead Split

Flag

If you have the Manufacturing Labour & OH Split flag set to U, you end up with incorrect variances.



61550 - Sales Order Link to Work Order - Manufactured Lots

Prior to this change, the completion of a work order linked to a sales order allocated the quantity, but not the lot number. This has now been corrected.




For a WMS order, manufactured items are moved to a specific 00LINK location as part of the release process, with picking records created for the order.

Note: Production reversal can only be for over-production. That is, excess quantity that has not been released.


61557 - Work Order Transaction Showing Commitment To Wrong

Component

When two components are linked in a Delete/Replace relationship and Check Stock is turned on for the old component, incorrect commitment records are created during work order creation.



61577 - Finished Item Scrapped at Intermediate Operation

Prior to this change, finished items scrapped at intermediate operation were not always accounted for as manufacturing rejects, resulting in incorrect recording of manufacturing variance.


Key Data Module/Function: MANU T001 Major Function Flags -Cost to Use to Value Stock = 'S'

61610 - Manufactured Kit - Work Order Route Problems

This change corrected the following issues:

If a kit is set up with route details, work order load process did not create the work order with these details.

Kit component override warehouse was not being honoured when the work order was created.


61612 - Create Work Order from Sales Order Conclusion

With this change, the finished goods warehouse will now display the sales order delivery warehouse when the work order is to be created from sales order conclusion.





61619 - Work Centre Cost of Phantom Subassembly not Posted

The work centre cost of phantom subassembly is not posted when a docket with no work order is posted.



61633 - Error Message Preventing Removal of Routing Record

Routing records can now be removed if they do not exist in any firm planned work orders.


61863 - Entry, Correct & Remove Modes Missing in Work Order

Maintenance

Entry, Correct and Remove modes are now available in the Work Order Details screen.


62058 - Error Message when Linking Serials

Incorrect error message Serial Number not found is displayed for a valid serial of parent item specified for linking to serial of component issuing to work orders.



62119 - Work Order Maintenance - Complete Update Work Order

With Production Costing Method = 1, completing an in progress work order with no production feedback from work order maintenance, resulted in incorrect WIP and IR postings.


Key Data Module/Function: MANU M073 Major Function Flags - Cost to Use to Value Stock = A - Production Costing Method = 1 - Work Centre Costs and Posting = 2

Asset and Facility Management




Rental Management

61642 - Rental Items Screen Column Headings Confusing

On the Lines on Contract screen, accessed using the Lines mode in the Create/Maintain Rental Contracts function, the following column headings have been renamed as not all contracts use the auto-shipping option:

Shipped Sales Order => Sales Order. Shipped Sales Order Suffix => Order Suffix. Shipped Line Seq => Order Line Seq.


61648 - Rental Display Refresh Issue

When you perform a correction on a rental line, some of the fields displayed incorrect data.



61986 - Rental Contract Closeout Control Changes

There are two parts to this SDR.

When a contract was invoiced, the program scanned the contract lines to see whether there were any outstanding stock lines. If none were found, the invoicing program completes the rental contract. This has now been extended to check for any charge lines as well, and if they exist, the contract will not be automatically completed.

A public exportable procedure has been added to allow control over whether a contract will be closed in the invoicing program. The new procedure is in rental/r8invoice with the details below:

procedure public-determine-whether-to-complete-contract This procedure allows control over whether the invoicing will complete a contract or not. By default, if there is no stock or asset lines left on the contract the contract will be completed.

This procedure allows override of this rule

<P1> Current contract-master.* table

<P2> Contract Close rule as defined by core procedure

<R1> Contract Close rule as defined by this procedure - default is <P2>





Project Costing Management

56118 - Incorrect Customer Address Taken when Creating

Project

When you create a project using the Create Project/Quotation screen, then perform a correction and enter a brand new customer and the corresponding address details. Once the project entry is completed the address details of the new customer is displayed. Now select the Correct mode and exit without changing anything, the customer and the site details to the original customer details are replaced, but not the new customer entered.



60453 - Timesheet Posting – Incorrect Status Change

When you post timesheets to a project that is based on the same criteria as in posting to payroll, the criteria will now be based on the entered values in post timesheet screen.

Key Data Module/Function: SYS T033

60532 - Cost Markup for Z Items not Calculated Correctly

You need to use the available public procedure clibprice-public-price-override to do the calculations to apply base price policy for Z type items if the standard cost of the item has not been set.


60580 - Project Integrity Error Report

When the project integrity is run, it produces a report even though there are zero errors and zero warnings.






60657 - Cannot Invoice N Type Project For More Than Contract

Amount

When raising an invoice for a contract, only value that is greater than 100 per cent of the contract is allowed, but a warning message will be displayed.


60669 - Work Rate Is Not Updated When Corrections Are Made

When using the Easy Entry timesheet entry screen (screen-style-l-easy-entry), entry of the rate code populates the ts-details field in payroll-timesheet-details. When a correction is made for the work rate, the field does not get updated, therefore causing incorrect timesheet postings through to project transactions.



60799 - Incorrect Project Displayed When Selecting Raise

Invoice

When using a different currency in projects, the raise invoice functionality will display the correct project code.


60827 - Profit Takeup Method 1 - Costs

A new profit restriction is added. This restriction will not allow the profit take to be over the projected profit percentage.

Key Data Module/Function: PROJ T002

60882 - Raise Progress Invoice using the Mouse Corrupts

Schedule

If you click on the This Claims field in the Raise Progress Invoice function, make an entry and press Enter, the Previous Claims field is updated incorrectly. Using the Correct mode works fine.



60946 - Project Maintenance Issue

If the tax rules are set up in Project Maintenance, raising a contract invoice should apply the tax rules. This issue has been rectified.





61036 - Exit Invoice Entry in Projects Returns Unclear Message

On a project, select Raise Invoice > Contract Method. Complete the entry of the screen and when the Income Category screen is displayed, press Esc. The following message is displayed:

Problem inserting new sales order – exiting

This message has been modified to be clearer to user.


61045 - Credit Claim Getting Wrong Customer Account

When a credit note is created for a project claim, the job cost transactions will now correctly save the sales order customer code if it is different from the project customer code.


61091 - WO Routing not Created for Project Work Orders

When a firm-planned work order is created through a project, the routing information is not getting created. A change has been made to ensure that the routing information is created in this scenario.


61135 - Cost Category Description only display Intermittently

When selecting the Actual mode in the Project Maintenance function, the cost category description is only displaying intermittently. If you press Esc to close the screen and then reopen that project, the descriptions reappear, however if you then scroll up to another project and select Actual, the cost category descriptions are missing again.

This issue has been fixed. The cost category description will now always display.


61157 - Claim Details not Displayed Properly in Invoice

Information regarding project contract value, variation, total claim, and project guarantee retention are now displayed and can be displayed using user-defined values in the invoice layout.





61433 - Budget Figures not Displaying Correctly

Subprojects that have a Lost status will be excluded when computing for the parent's actual budget and cost variance.


61565 - Project Costing Copy Function Changes

The Copy Projects screen can be used to copy a range of projects by entering the starting and ending projects of the range in the From Project and To Project fields respectively.

By entering Y in the new Copy Budget Details field, the budget details of the original project can be copied over to the new project.


61652 - Adding Validation when Closing C Type Project

A new option is available for field Invoice vs Contract Value. You will now be able to use the 2 option. This is only allowed to be used for Contract type projects. When 2 is selected, a Contract type project will only be allowed to close if invoice is equal to contract amount.


61683 - Subcontract Payment Advice Problem

When a subcontract order and variation is entered, then a claim is raised for a portion of the approved contract and a portion of the approved variation, the resulting Subcontract Payment Advice prints the full claimed amount against the contract value and zero against the variation.

This issue has been rectified. The approved variation amount will now be displayed correctly.


61695 - F1 Help Not Working Correctly in Project Maintenance

In the Project Maintenance (PROJ M117) function, select the Issues Register button on the right. Notice that the function code in the status bar in the Client changes from PROJ M117 to PROJ E008. This is incorrect and means that when you select F1 to access help, the help will open to the PROJ E008 topic instead of the PROJ M117 topic.



61759 - Cannot Enter UOM on Special Lines in Budget

Users should be able to see all valid UOMs when using a special item.






61764 - Add Supplier Information in Subcontract

The Supplier Selection screen now has a Detail mode that will enable the user enquire on supplier details.

During subcontract creation, the system will validate whether a supplier has a valid insurance. Otherwise, a warning message is issued if there are no valid insurance.


61779 - Incorrect Branch Overlay on Timesheet Postings

When the Branch Overlay Method is configured to use the By Group/Branch major function flag in the General Ledger Procedures (SYS M051) function and a timesheet is posted, the General Ledger batch correctly overlays the JC.cat postings but not the PJC postings.

This issue has now been rectified.

Key Data Module/Function: SYS T033

61840 - Supervisor Authorisation for Timesheet Approval

Multiple employees can be connected to a position. The Supervisor Authorisation process allows authorisation of timesheets entered by the employees assigned to positions reporting to the supervisor position. Previously, only the nominated employee for a position was selected. Now, all employees assigned to a specific position will be selected and will be possible to authorise any or all the employees reporting to a specific position.


61867 - Tax Details on Subcontract Claim

Correcting the tax code in the tax details of the Subcontract Claim screen does not recalculate the tax amount. You must enter the value manually.

This issue has been rectified. The tax amount will be automatically computed when the tax code is changed.


61948 - Minor Cosmetic Fixes in Project Maintenance

When entering an invalid tax code, the message box will now show the correct title.





61981 - File Exporting issues in MS Project 2013

A file exporting issue has been fixed for MS Project 2013 by introducing the xml flat file format. Now the program will write the flat file in xml format for the MS project 2013 supported file format.


62006 - Hours displayed in Actual Values

The Hours field inside the Combined tab > Actual Values box was not refreshed to the correct values when the MTD, YTD, PTD, PTG options were selected.



62029 - Tax Details on Subcontract Claim Problem

When the tax details are changed on a subcontract claim, the tax amount is changed to zero. If the tax record is removed and re-entered, the base amount and tax amount are both zero.

This issue has been rectified. You can now add or correct tax details in this screen. The header is now also showing the correct tax detail for the whole claim. The Exemption field name was changed to Exemption Code to remove any confusion of it being a flag.


62034 - Overlay of Cost Centre on GL Account Code

In the Maintenance Management Configuration function, Cost Centre only is selected for GL mapping control. However, the cost centre code is not used for overlay on GL account code when determining which GL account to post relating to J type projects, including the processing of material issue, purchase and GL journal posting for work orders. Therefore, this is causing postings to incorrect GL accounts.



62037 - Archived PO not Showing Details on Project

If a purchase order is archived, the information should still be available to enquiry screens.


Key Data Module/Function: PO E040




62114 - Transaction Summary View Display Problem

Transaction screens are now in-sync with each other. One of the Details columns is now renamed as Trans Description.





Maintenance Management

57451 - Rotating Serial Stock Item Display Issue

A rotating serial stock item linked to a Maintenance Management plant item does not display in the Serial Number Details screen or the Serials By Plant screen correctly.



60953 - Cannot Maintain Work Order Notes

When the Work Order Maintenance screen is accessed using the plant item Details screen in the Plant Item Structure Tree menu, some of the notes types for the work order cannot be maintained, including History Notes, Safety Notes, Carryover Notes, even though the user has the relevant access permission.


Key Data Module/Function: PLT E016

61172 - Individual Message for Each Work Order Changed to

Optional

When approving bulk work orders, a message was being displayed for each service call that has been created. This has been changed to be an optional message box.


61233 - Labour Budget Details Lost

When a labour cost category is added to a work order, cost category budget amounts were getting removed from the work order when the work order been released.






61254 - Timesheet Report Description Running Into Date Field

When running the List Timesheet Details in E sequence, the Description and Date fields run into each other making it difficult to read. Now the description will print only up to 20 characters and description will not run into date fields.

Key Data Module/Function: PLT R032

61290 - Cost Centre Not Updating When Plant Item Changed

Entering a plant item onto a work request defaults the corresponding cost centre. However, when correcting the plant item, it doesn’t update the corresponding cost centre.

This issue has been fixed. The cost centre will now be defaulted to the plant item cost centre during Entry and Correct mode.


61541 - Plant Item Structure Tree Is Inconsistent

When setting environment P1TREE_BRANCH_MASK=Y, masking is now correctly applied to determine the plant items to display in the tree. This is applicable for the main menu and selection in enquiry window.


61549 - Adding Fields to the Selective Enquiry

The fields in the Selective Enquiry screen are now arranged in groups and location, location code, sub-location is now added to the criteria.

The result in the data grid from the selection screen is also displayed.


61562 - Copy Work Request Functionality

New copy functionality has been added in Work Request Maintenance. You now have the option to maintain the newly added work request.

Restriction: This screen is not accessible for users without PLT S006 access.

The fields have the same validation as adding a new work request in the maintenance screen.





61634 - Details Not Accessible Through The Plant Item Details

Button

In the Plant Item Structure Tree menu, when positioned on a plant item with a plant item code containing spaces, if you click on the Plant Item Details button, the Invalid Plant Item passed error message is displayed, and the plant item details cannot be shown.



61859 - WP Text Notes Deleted Issue

When adding notes in WP mode, existing text notes were being deleted when the sequence numbers are not in order.

This issue has been fixed. Now the notes are getting resequenced every time notes are maintained using the WP mode.


61902 - Monitor Point Data Entry Rule Not Upheld

Users were able to get around the Max Per Day data entry rule set up for monitor points by entering more than one monitor point reading for a day.

This issue has been fixed and the daily limits are validated as expected.


61909 - Timesheet Posting Doesn’t Recognise Date Periods

The Post to Jobs screen will now show and process the end date of the selected date.

Key Data Module/Function: PLT T002

61922 - BOM Details not Displayed in PM Task Maintenance

Users are not able to view the components that exist in kit items when trying to view them using the PLT M080 function.

This issue has been rectified. BOM details are now displaying again.


61955 - Start/Stop/Finish Modes For Activities Are Not Visible

The Start, Stop and Finish modes were not visible to the user. This issue has been fixed.





Service Management

57915 - Customer Calendar Not Referenced When Centre Is

Blank

If a Chargeout Calendar record is created for a customer using a blank service centre (meaning the customer calendar record applies across all service centres), the Customer calendar is not referenced in service call invoice calculations.

This issue has been fixed. When entering a Customer Chargeout Calendar, you must enter a service centre. You cannot create a customer calendar without specifying the service centre.


60320 - Cannot Enter an Invoice Number Value Within the

Permissible Range

In the Previous Reading Details screen, a value between 0 and 9999999999 should be accepted for the Invoice field. There was a problem validating the entered value, and this problem has now been fixed.


60761 - Negative Hours Not Displaying on Service Call

When entering engineer transactions, the actual and billable hours have to be entered as negative values in order to correct an existing transaction. If the negative hours entered exceeds the reported hours for the engineer, you will be prompted to correct the value to less than or equal to the reported hours. An engineer should not have accumulated negative hours for a service call.

Key Data Module/Function: SERV T003

61002 - Updated Call Fault Description Not Copied To Fault

Notes

When a service call is changed, and a new fault code is selected, the Call Fault Notes are not updated with the full notes for the call fault.

This issue has been fixed. Fault code and description will be added into the first line of fault notes when selected from the F2 Lookup or entered.





61076 - Calls Can Be Logged With Blank Call Type Codes

A non-contract service call can be entered through the Log Calls function with a blank call type, where the Entry Wizard does not allow this. This was not allowed in previous versions.

This issue has been fixed. When creating a service call, only the call types defined in the Service Type Codes - SC code table are allowed as the call type of the service call.


61121 - Incorrect Time Set in Audit when Service Centre Time

Service centres can be set up with a time difference. If a service call is entered for this type of a service centre, the time recorded for the service call has to be adjusted using the time difference.



61160 - Critical Call Processing - Efficiency Changes

The Critical Call/Escalation program has undergone some efficiency changes to improve its processing speed.

The primary change is to use the Service Call Status leading index on service-call-master so that finished calls can be ignored in the processing more efficiently.

Key Data Module/Function: SERV X049

61173 - Multiple Engineer Notes not Appearing on Sales Order

When there are multiple engineers on the service call (with different warehouses), the sales order is raised and the engineers’ transactions are brought onto the one sales order, but the transaction repair notes do not come onto the order. If engineers have no (van) warehouse, the notes come across fine.

This issue has been fixed. The repair notes from engineers will be printed with all the engineers included in the invoice, whether or not a service invoice is printed using a preamble.

Key Data Module/Function: SERV T003




61184 - INV Console - Warehouse - Inventory to Sell Issue

The Inventory to Sell Report is not generating the correct report in 700.

This issue has been fixed. This report will now not be accessible for companies not using the Design Code Size in Item Code major function flag.

Key Data Module/Function: INV R093

61198 - Selective History Call Enquiry

Run the Selective History Call Enquiry. Enter or F4 through the fields. When the data grid appears, position yourself on a call and select the Call Detail mode. Press Esc and the call line is duplicated and the details are lost.

This issue has been fixed. After exiting from the Call Details screen, the Calls Enquiry screen is refreshed.

Key Data Module/Function: SERV E010

61249 - Incorrect Layout when Reprinting a Contract Invoice

When invoicing contracts using customer sequence, if it is run with the contract number as the filter, the reprint of the contract invoice picks up the incorrect layout. Initial contract invoice picks up the correct layout.

This issue has been fixed. Service contract invoice created using customer sequence will print and be reprinted using the defined customer sequence invoice layout.


61313 - Contract Maintenance Screen Calls Tab Issue

In the Call and Unit tab, the Page Down button will now enable correctly when there are more records than can be displayed on one screen.

Key Data:

Module/Function: SERV M118




61316 - Detailed Call Generation Changes Customer on Call

Service calls created through the Detailed PM Call Generation use the customer code and PM routine details from the contract. It has been found that if there is an existing project number in the future sequence of call numbers, then the call following this number takes the customer code of the existing job and not the contract for which it is raised.

This issue has been fixed. When a number is skipped in the call generation process, the customer will not change. The number in the call may skip due to the following reasons:

call number already exists

call number exists as a project number.


61365 - Service Call Wizard Contract Keyword Search

The Service Call Entry Wizard has some issues with the Contract Keyword search method.

the F2 lookup can’t select a non-service contract yet typing non service contract number is accepted

using the contract number must be right aligned.

keyword search by word will show Rental and allow selection of rental contracts, this functionality works differently to the Contract F2 used initially.

These issues have been fixed. Contracts other than Service can now be selected using the F2 Lookup or keyword search. The Contract Number field is now right aligned. You also now do not need to enter spaces before the contract number.


61496 - Restrict Access to Remove Quick Link Entries

Call attachments in the Service module produce quick link entries for the call. If you accidently select Remove on the Quick Link screen and then Escape to cancel, the system removes the entry.

This issue has been fixed. Attachments in quick links will now only be deleted if the user selects Yes.

Key Data Module/Function: EMS M006




61544 - Copied Quote will not Link to Install Call

When a quote is copied, and then an Install service call is raised, the Install service call is not linking to the correct sales order.

This issue has been fixed. When a service call is created from a sales order quote in CRM, the suffix will be saved into the service-call-audit and the sales order lookup will give the correct sales order number and suffix.


61563 - Service Call Completed Even Though Escape Key is

Pressed

If a user accidentally starts the call finish process, and then escapes out of the screen, the call was still being completed. There is an option to Abort the process, and the Escape key will now follow the same logic.


61601 - Creating Quote from Call Problem

If you don’t have access to the Log Calls (SERV M116) function, and you maintain a call and then use the F2 button on the Quote field, an error message saying insufficient access is displayed, but this still creates a quote with no details.

This issue has been fixed. The quote will not be created when there is insufficient security. When a quote is lost, the status of the call will not be put on hold.


61698 - Service Call History Extra Option Audit Option

Unavailable

The shortcut key for Audit Status mode has been changed to U. This is to prevent a duplicate shortcut key with the Address mode.


61757 - Contract Integrity Clearing Cycle Amount

Serialised contracts will now be validated using the contract amount against the equipment serial amounts plus the non-serial equipment amounts.





61760 - Time Taken to Remove a Unit from a Contract is

Excessive

When removing a unit from a service contract, it is taking approximately 10 minutes to come back with the message OK to remove.



61763 - Cannot Credit Contract Invoice in Same Month

A Service contract invoice in the same month that it has been raised cannot be credited.

This issue has been rectified. A credit note will now be created from a contract invoice even if in the same month.


61805 - Quick Meter Reading Issue

The previous meter reading information should only show values if the serial has a previous call history.



61819 - Cannot Set Engineer Status to Finished

After opening the serial selection window, you will now be able to set an engineer status to Finished as in 700.


61913 - Service Centre Description Partially Obscured

The service centre description will now be shown without the initial characters truncated.


61968 - Negative Stock Issue Returns Serial to Wrong Status

Serial Items can be issued to a service call and after issued, the status of the serial is set to Sold/Disposed. A serial item can also be returned to stock using the service call- Issue Stock process by entering a negative quantity. When entering serial details, a new serial or a serial already issued can be used. The status of the serial returned should set to In Stock.






62027 - Service Call Proforma Not Adding Cost Categories

Proformas created in projects and added to call type table so they get used during linked project creation when service call is entered. In 710, the cost categories in the proforma are not getting entered onto the project.

This issue has been rectified. If a proforma is used for the call type, the cost categories will be added into the project budget.


62077 - Call Maintenance by Call Number I/O Error

When a Fault note is entered for an archived call number, an I/O error occurs.



62176 - Serial Number Problem

In the Service Unit Maintenance function, if a stock item is changed, the item should be updated in the Contract Equipment Summary.



62206 - PM Calls are not Being Generated

The Contract to field should be set to the maximum value of the field if the Contract from field is set to blank and the Contract to field has not been set to any other value.

