Version 6.01 Release Notes - support.accuramis.comsupport.accuramis.com/pdf/release_notes/V6.01_release_notes.pdf · Version 6.01 Release Notes . Accura 6.01 Build 10 compiled on

Version 6.01 Release Notes

Accura 6.01 Build 10 compiled on 22nd June 2020

Accura Online 6.00 compiled on 4th June 2020

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Introduction

Welcome to Accura Version 6.01 Version 6 is the latest release for the Accura MIS and introduces a unified codebase shared with the in-development SQL version. Using this new coding method should have no impact on customer systems but will significantly accelerate the new back-end version. All clients with a current support contract for Accura (and Accura Online if purchased) are entitled to receive and install all software releases as part of their support contract benefits. If you have not already done so, please sign up for an account on our website to access protected software downloads, user manuals and other content. Accura Online upgrades are distributed automatically when released by Accura support. If you have any questions or queries about the new features or any other Accura related matter, please contact your Accura Support team by emailing [email protected].

About This Document This document details all minor features, changes and fixes in Accura and Accura Online since the last major public releases, which were Accura 5.41 Build 8 and Accura Online 5.35. If you are an end user, please refer to the New Features document which summarises the major new features likely to be used by end users. This can be found in the Accura help menu under What’s new. These technical release notes are aimed at Accura system administrators, advanced users, and Accura support personnel. Previous versions of release notes can be found in the Online Resource Area which can be accessed from the Accura Help Menu. In the text in this document: • FEATURE refers to a new feature that was not available in the last public release. • CHANGE refers to a change in software behaviour from the previous public release. • FIX refers to a bug present in the previous public release that has been fixed in the latest release.

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Contents Changes in Accura 6.01 Build 10 (22nd June 2020) ................................................................... 5

General ................................................................................................................................................................. 5 Estimating ............................................................................................................................................................ 5 Client and Supplier ............................................................................................................................................. 5 Order Processing ................................................................................................................................................ 5 Deliveries .............................................................................................................................................................. 5 Sales Invoicing ..................................................................................................................................................... 5 Accura Online ...................................................................................................................................................... 5

Changes in Accura 6.01 Build 9 (10th June 2020) ..................................................................... 6 Client and Supplier ............................................................................................................................................. 6 Estimating ............................................................................................................................................................ 6 Order Processing ................................................................................................................................................ 6 Purchase Ordering .............................................................................................................................................. 6 Stock Control ....................................................................................................................................................... 6 Deliveries .............................................................................................................................................................. 6 Sales Invoicing ..................................................................................................................................................... 7 Accura Online ...................................................................................................................................................... 7 Technical .............................................................................................................................................................. 7

Changes in Accura Online 6.00 Hotfixes (up to 4th June 2020) .............................................. 8 Themes and User Interface ............................................................................................................................... 8 Products / Store .................................................................................................................................................. 8 General ................................................................................................................................................................. 8 Multi-Domains ..................................................................................................................................................... 9 Admin Area .......................................................................................................................................................... 9

Changes in Accura 6.01 Build 7 (13th May 2020) .................................................................... 10 Estimating .......................................................................................................................................................... 10 Order Processing .............................................................................................................................................. 10 Deliveries ............................................................................................................................................................ 10 Stock Control ..................................................................................................................................................... 10 Job Costing ......................................................................................................................................................... 10 CRM ..................................................................................................................................................................... 10 Accura Online .................................................................................................................................................... 10

Changes in Accura 6.01 Build 6 (4th May 2020) ...................................................................... 11 Email ................................................................................................................................................................... 11 Clients and Suppliers ........................................................................................................................................ 11 Estimating .......................................................................................................................................................... 11 Order Processing .............................................................................................................................................. 11 Delivery Notes ................................................................................................................................................... 11 Accura Online .................................................................................................................................................... 11

Changes in Accura 6.01 Build 5 (27th April 2020) ................................................................... 12 Order Processing .............................................................................................................................................. 12 CRM ..................................................................................................................................................................... 12

Changes in Accura 6.01 Build 4 (22nd April 2020) .................................................................. 13 Estimating .......................................................................................................................................................... 13 Order Processing .............................................................................................................................................. 13 Stock Control ..................................................................................................................................................... 13





Purchase Ordering ............................................................................................................................................ 13 CRM ..................................................................................................................................................................... 13

Changes in Accura 6.01 Build 3 (14th April 2020) ................................................................... 14 General ............................................................................................................................................................... 14 Estimating .......................................................................................................................................................... 14 Order Processing .............................................................................................................................................. 14 Accura Online .................................................................................................................................................... 14

Changes in Accura 6.01 Build 2 (2nd April 2020) .................................................................... 15 Deliveries ............................................................................................................................................................ 15 RDC ..................................................................................................................................................................... 15 Technical ............................................................................................................................................................ 15

Changes in Accura 6.01 Build 1 (27th March 2020) ................................................................ 16 General ............................................................................................................................................................... 16 Email, SMS and Faxing ...................................................................................................................................... 16 Clients and Suppliers ........................................................................................................................................ 16 Estimating .......................................................................................................................................................... 16 Orders ................................................................................................................................................................. 16 Deliveries ............................................................................................................................................................ 16 Invoicing ............................................................................................................................................................. 16 Miscellaneous .................................................................................................................................................... 16 Scheduling .......................................................................................................................................................... 17 Accura Online .................................................................................................................................................... 17

Changes in Accura 6.00 Build 1 (2nd March 2020) ................................................................. 18 General ............................................................................................................................................................... 18 Client and Supplier ........................................................................................................................................... 18 Estimating .......................................................................................................................................................... 19 Order Processing .............................................................................................................................................. 20 Proofing .............................................................................................................................................................. 20 Delivery Notes ................................................................................................................................................... 20 Stock Control ..................................................................................................................................................... 21 Purchase Orders ............................................................................................................................................... 21 Job Costing ......................................................................................................................................................... 21 Sales Invoicing ................................................................................................................................................... 21 Import/Export .................................................................................................................................................... 22 RDC ..................................................................................................................................................................... 22 CRM ..................................................................................................................................................................... 22 Scheduling .......................................................................................................................................................... 22 Security ............................................................................................................................................................... 22 Technical ............................................................................................................................................................ 22 Accura Online .................................................................................................................................................... 23

Changes in Accura Online 6.00 (3rd March 2020) .................................................................. 24 Themes and User Interface ............................................................................................................................. 24 General Changes ............................................................................................................................................... 24 Product Link Filters ........................................................................................................................................... 24 Bug Fixes ............................................................................................................................................................ 24 Technical Changes ............................................................................................................................................ 25





Changes in Accura 6.01 Build 10 (22nd June 2020)

General FIX: Default values that called list options via a droplist would not work.

Estimating FIX: The Per field in a Variable type labour table operation would not update from its original value.

Client and Supplier FEATURE: Tax code and tax district columns have been added to office browses. FEATURE: To help support tax districts, certain office-based fields have been made available on Acknowledgement, Job sheet, Worksheet and Invoice layouts. These fields are: OFF:TaxDistrict OFF:SubRef OFF:ExternalRef OFFA:TaxDistrict OFFA:SubRef OFFA:ExternalRef Fields prefixed with OFF will print the values for the record's primary office. Those prefixed with OFFA will print the values for the record's secondary office i.e. delivery address.

Order Processing FIX: Printing a new or edited purchase order from within an order would remove the order's invoicing contact and tax code.

Deliveries FIX: Issues with over-typed addresses not printing the correct details have been resolved.

Sales Invoicing CHANGE: Changing the invoice office in a sales invoice will no longer update the invoice's delivery address if there is a pre-selected order. FIX: Invoices with a non-base system currency would revert on save to the current exchange rate rather than preserving the historical exchange rate.

Accura Online CHANGE: Size descriptions are now synced to the website as they appear in Accura. Previously size descriptions were synced in the format depth x width. FIX: Sizes that were not web enabled were synced to the website when using the Synchronise area of Web Console.





Changes in Accura 6.01 Build 9 (10th June 2020)

Client and Supplier FIX: The Address fields in client, supplier and offices records would not update if the Country value of this record was blank. FIX: Accupg will reform the Address fields for client, supplier and office records due to problems with these fields being updated correctly. FIX: Emails sent from the Eshot utility could be sent to the wrong contact if records were individually tagged. FIX: Not all records were returned in the Eshot utility when a contact-based query was applied to the window.

Estimating FIX: No. up field in a machine-type labour operation would only calculate to 3 digits but allow entry of more.

Order Processing FEATURE: Payment status has been added to the Sales report. FIX: Raising product order in Accura would not calculate the weight correctly for the default order point in certain circumstances. FIX: Worksheet layouts could potentially print a blank, second page due to the extra Order Point bands added to this layout type. To prevent this, these bands are programmatically ignored which means they will not print unless the "Print delivery Points" checkbox in the worksheet print dialog Options tab is ticked.

Purchase Ordering FEATURE: It's now possible to use the attach artwork feature when ordering from the stock materials and products browses. If multiple records are added to the PO, the sent email will contain artwork files for all attached materials.

Stock Control CHANGE: The Web Sell price field would be automatically updated after one of the other sell rates was changed. Now, the Web Sell price will only be automatically changed when a product is inserted. After that, it will always be manual so the onus is on the user to update it as required. CHANGE: Products that use Product as their web pricing method now support up to 10 cost and sell pricing bands with a thereafter price. CHANGE: The MTL:Description field when used in a stock summary report can now print up to 255 characters. This should be used with caution though as other columns may need to be sacrificed in order to print it!

Deliveries FIX: Product orders which weren't delivered using the Delivery Wizard were still displaying in the Delivery Wizard after a delivery note had been raised. The upgrade will not perform any processing to correct this, users should open and save affected orders to clear them from the Delivery Wizard. FIX: The LOC:Numbering field on a parcel label layout could miscalculate the numbering on the last label.





Sales Invoicing FIX: The job number field in an Invoice header was not being populated when the invoice was raised from a delivery note. FIX: Deleting a deposit line from an invoice would retain £1 in the paid value and skew the balance value accordingly. FIX: Deleting a deposit line from an invoice would not set the invoice payment status back to Pending. FIX: Outwork order extras that are flagged as delivery charges were not being shown as delivery items when pulled through into invoices.

Accura Online FEATURE: Web monitor will attempt to format an order's delivery address in the address format of the location's country. CHANGE: Web sign-up orders can now be rejected. If payment has been processed through PayPal however, a warning will be displayed and the option given to reject or continue. If an order that has had a payment is rejected, the users must instigate a manual refund through PayPal.

Technical CHANGE: Complex splits and tiered tax have temporarily been removed from the UI. FIX: Changing the system country (not locale) would reset the internal countryid value to 0. FIX: Certain behaviours when resequencing orders could cause Accura to hang. The way resequencing is processed has been changed throughout Accura to make it more efficient.





Changes in Accura Online 6.00 Hotfixes (up to 4th June 2020)

Themes and User Interface FIX: Pre-login menus did not appear before login. FIX: Client tiles did not display on B2B after client login. FIX: Domain and client logos could stop appearing after the upgrade to 6.00. FIX: Flex slider images on the homepage were cropped after the upgrade to 6.00. FIX: Resolved issues with the header widget and pop-up shopping basket when all four social media values were missing. FIX: The pop-up shopping basket appeared behind the menu bar and global search bar when using Minimal theme with the Modern header widget. FIX: Resolved bad links in the pathways widget when viewing pages and the signup form.

Products / Store CHANGE: Removed the prompt 'Are you sure?' when deleting an item from the shopping basket. This could trigger browser warnings to disable further prompts which would break basket functionality if enabled. FIX: Removed two (non-functional) price sorting orders in the products list. FIX: Prepaid products that are NOT client-owned in Accura are now considered invalid in B2C mode before client login. FIX: The product view page image zoom feature did not work as expected. FIX: The product view page image carousel feature did not preview or zoom PNG and GIF format images. FIX: eDoc artwork images generated in B2C before login was lost after account login. FIX: eDocBuilder forms & interactive designers stopped working as expected after a recent update to the eDocBuilder software. FIX: Resolved issues preventing order request titles, reference values, priority and due dates being correctly validated and/or saved in the checkout wizard. FIX: Resolved issues in checkout wizard triggering a 'Things don't appear to be working at the moment' error when paying with PayPal. FIX: Using the wrong password when logging into an account in the checkout wizard triggered a crash.

General FIX: Logins from the homepage were failing if user passwords contained certain non-alphanumeric characters. FIX: Assigning an account landing page produced a blank/unusable login in B2B. FIX: Custom files (request attachments) were not downloading to Accura correctly. FIX: Proof attachment links in studio manager proofing emails required website admin login to view. FIX: B2C signups did not trigger the signup confirmation email notification. FIX: Editing and submitting an order during approval sent the email notification to the wrong account. FIX: Resolved various issues reported by automated website crash reports.





Multi-Domains FIX: PayPal support did not work as expected on secondary domains. FIX: Resolved issues where secondary domains assigned the default account security profile of the primary domain. FIX: B2C checkout on secondary domains where primary domain was B2B or B2BH resulted in missing basket items and subsequently invalid orders. FIX: B2C sign-ups on secondary domains where primary domain was B2B or B2BH were not correctly converted from guest accounts to clients in Web Console.

Admin Area CHANGE: The ability for the admin user to set default billing and delivery offices on accounts has been reinstated after being removed in the 6.00 release. CHANGE: Client selection in slides and tiles now uses a pop-up window instead of a drop-list. CHANGE: The 'Check payments' action in admin settings now allows removal of requests. This avoids having to process erroneous requests as 'paid' and then subsequently remove them in Web Console. CHANGE: It is no longer possible to configure a menu in client branding to 'Pre-login' because clients must log in before they can see their menus. FIX: Editing accounts in admin area triggered long delays when the accounts table had lots of records. FIX: Navigating away from new slides in admin area without saving them could result in crashes on the homepage. FIX: Creating or editing slides and tiles triggered long delays when the clients table had lots of records. FIX: It was not possible to re-assign the selected client when editing a tile from client branding.





Changes in Accura 6.01 Build 7 (13th May 2020)

Estimating FIX: Re-optimising a quote template was not offering to resync prices to linked products (if any). FIX: Fixed price type outwork was not adding values when additional quantities were added to a quote. FIX: Adhoc-type outwork was calculating its quantity when new quote quantity was added. It did not previously do this and so the original behaviour has been returned.

Order Processing FIX: Order item profit value was not being calculated correctly. This was purely a visual issue and pricing was not affected.

Deliveries FIX: Linked delivery on an online product order was displaying on a delivery note. This could skew the number of parcels in an EasyPost price request.

Stock Control FIX: Changing a product's web pricing method from Quote to Product would not un-grey the sell rate fields until the product was saved and reopened.

Job Costing FIX: An outwork PO raised from the Requisitions when saving an order was not posting the cost when the system WiP was set to PO.

CRM FIX: The Query drop-list was not applying to the Client pane of the View Prospect Profile browse. FIX: Quote templates were creating orphan Quote activities.

Accura Online FIX: The price of a web product order for a calculable product where delivery charges were applicable, could change price when the order was processed in Accura if the online delivery charge had a different tax setting to the order. The delivery tax is now taken from the linked delivery or outwork operation specified in Web Console. FIX: Web product orders were being calculated using the client mark-up, not the mark-up assigned to the quote template they were derived from. CLARIFICATION: The mark-up profile assigned to the template ALWAYS takes precedence. If this behaviour is undesirable, then NO mark-up should be assigned to the quote template. FIX: Web console would process single product orders as a works-order (if that was the product's reorder type) when the "Skip product order for single-basket works-order items" flag was set to false. FIX: New client codes created by a B2C sign-up were not uppercase.





Changes in Accura 6.01 Build 6 (4th May 2020)

Email FEATURE: CC and BCC fields have been added to the Options tabs for the following report types - purchase orders, delivery notes, proof notes, sales invoices, change orders and order acknowledgements. Email addresses are stored locally.

Clients and Suppliers FEATURE: It is now possible to mass update client shipping days values en-masse by tagging records and using the Account Status option from the right-click menu. FIX: It was not possible to access the client and office shipping days fields unless AccuraShip was installed.

Estimating FEATURE: Quote sections with custom overs will now add overs for any quantity added to the quote. However, these will only be the same as the overs for the previous quantity and so the onus is still on the estimator to check and amend where necessary. FIX: Manual mark-ups were not copying to a new quantity added to a quote. FIX: RFQ Emails were always defaulting to the standard RFQ email template rather than the one specified in the Options tab.

Order Processing FIX: Order delivery points created by the Insert method were not pulling through the correct office contact details. FIX: The Defaults setting, "Assign client subref to quotes/orders", was not working for orders. To address this and fully support the feature, there are now separate Defaults settings for quotes and orders under Estimating and Production respectively. Orders will still retain the previous behaviour of inheriting their parent quote subref, regardless of the orders subref default. FIX: An issue with the Copy URL control in an Order's Attachment overlaying another control during a window resize has been fixed.

Delivery Notes FIX: The Update Parent Order flag in Delivery Note items was being set to false meaning that fully delivered orders were not having their status updated to complete.

Accura Online FIX: A newly web-enabled client would not sync contact or office information on its initial client enable web task if the contact was enabled via the Select Web contacts window. FIX: Delivery order items were not being created for product orders that included a delivery charge when process through web console.





Changes in Accura 6.01 Build 5 (27th April 2020)

Order Processing FIX: Job sheets would start to print onto a second page if there were more than a couple of outwork operations (depending on job sheet customisations). This was because of the "invisible" orderitemdetail band that had to be added to each job sheet layout. This has now been programmatically disabled unless the "Print orderitems band" checkbox is enabled on the Options tab of the job sheet printing dialog. Moreover because of the change, adding the orderitem detail band is no longer necessary on job sheet layouts unless order items details are required. This change also affects the orderpoint detail band if it has been added to a job sheet layout. This is controlled by the "Print Delivery Points" checkbox on the options tab of the job sheet printing dialog. FIX: The Delivery Points filter in the Options tab of View Orders was not working. FIX: An order with custom delivery details was pulling through the incorrect delivery information to a delivery note when it was raised via the Delivery Scheduling window.

CRM FIX: The Templates menu option in the Setup - Communications menu was not working.





Changes in Accura 6.01 Build 4 (22nd April 2020)

Estimating FIX: The speed of a manually overridden labour operation was being set to 1 if the quote mark-up profile was changed. FIX: Operations that synchronised by CYCLES were having their cycle value set to 1 after changing mark-up profile. Reanalysing the quote would reset it to its true value.

Order Processing FIX: Proofs that contained an External URL link were displaying the URL of the next record in the items table on proof emails when using the [ProofExternalURL] merge token.

Stock Control FIX: Mark-up percentages for products were not calculated correctly if there was a difference in the Cost Per and Sell Per values.

Purchase Ordering FIX: The Town field in the Delivery tab of a Purchase Order was not updated correctly when switching between the radio options.

CRM FEATURE: Quote mark-up profile is now displayed in the Quote tab of the View Prospect Profile window.





Changes in Accura 6.01 Build 3 (14th April 2020)

General FIX: The job type filter was only listing the job types for the first listed volume when selecting a template for RFQs and products.

Estimating CHANGE: Quote mark-up profile is now a column visible in View Quotes. FIX: Closing an RFQ by the red X would leave the RFQ status as active rendering it invisible from View RFQs. FIX: The quote enquiry report status filters were not functioning correctly. FIX: When targeting a quote, the user would need to go back to the Workings tab and confirm the use targeted price prompt before being able to save the quote. FIX: It was not possible to change the Per value in a variable type labour operation. FIX: Outwork tender "Additional message text" would not create html <br/> each time a carriage return was applied. This would mean all text would appear on the same line within email body text.

Order Processing FIX: It was not possible to change the deposit fields in a product order.

Accura Online CHANGE: A new Accura Online registration for an already existing but non-web enabled contact will create an office record if the user has expressed that they do not belong to an existing client. FIX: Receiving an online order and delivering to a contact outside of a linked contact/office relationship would result in the contact being removed from the delivery note when raised. FIX: When processing a store order where billing contact is linked to the billing address and delivering to a custom delivery address, the billing details would flow through to the delivery tab of the order. In order to retain the custom delivery address, the custom delivery office would need to be re selected from the office dropdown. FIX: Selecting Products into a domain was not was not updating the browse so it would appear that no products were added.





Changes in Accura 6.01 Build 2 (2nd April 2020)

Deliveries CHANGE: The Delivery Scheduler window by default would only show orders required in the last 7 days, any orders before then would not display. Now the default will show the last 30 days but we have also added a date field to change this lower limit. FIX: Receiving an online order and delivering to a contact outside of a linked contact/office relationship would result in the contact being removed from the delivery note when raised. FIX: When processing a store order where billing contact is linked to the billing address and delivering to a custom delivery address, the billing details would flow through to the delivery tab of the order. In order to retain the custom delivery address, the custom delivery office would need to be re selected from the office dropdown.

RDC FIX: RDC was not going to full screen mode correctly.

Technical FIX: The accupg utility was not populating order point tax codes which meant deliveries created in the delivery Scheduler for legacy orders needed to have a tax code manually selected.





Changes in Accura 6.01 Build 1 (27th March 2020)

General FIX: If there were duplicate towns but with different county or state values, it was only possible to ever select the first iteration. Now, the Towns drop combo boxes will display only one value. If the user selects a Town that has a duplicate value, a Duplicate Town window will pop-up in order for the user to select the correct town/county combination.

Email, SMS and Faxing FIX: Attachments were not being sent with emails via the email broadcast function.

Clients and Suppliers FIX: It was not possible to set an approver value in client contact maintenance.

Estimating FIX: Estimates would only print on the default layout regardless of the chosen layout. FIX: Slowness when browsing the quote template library from RFQs and products has been addressed.

Orders CHANGE: Order Ship by date and time can now be printed on a job sheet layout by adding the ORDP:RequiredDate and ORDP:RequiredTime fields. FIX: The View Job Sheet and Work Sheet buttons were available in the View Orders right click menu when there was not a PDF to view. FIX: Order Attachment tab wasn't displaying the number of attachment records. FIX: Inserting an orderpoint when the order quantity had already be exceeded would display hashes in the Delivery Quantity and Pack Quantity fields. FIX: Manual entry delivery address could get formatted incorrectly after save depending on the address format of the country.

Deliveries FIX: The Delivery Scheduling browse search by job number feature was not always finding the correct job.

Invoicing FIX: Amending tax in a Detail line item on a nominal type invoice was not updating the Printed tab values correctly.

Miscellaneous FIX: The Excel Template field was overlaying the Send to window controls.





Scheduling FIX: Event purge date filter not correctly applying any changes less than 6 months when removing events from planner.

Accura Online FIX: The client code assigned to a new sign-up will be formatted in a better way. FIX: Attachments on B2C new sign-ups were not being assigned the correct URL.





Changes in Accura 6.00 Build 1 (2nd March 2020)

General FEATURE: Deleting a non-system tab will now offer to move or destroy data contained within that tab. Previously it was not possible to do this without manually deleting all the tab's entries. If the user chooses to Move the data, they will be presented with a drop list of existing tabs. From this, they can choose which tab will receive the contents of the to-be-deleted tab. Once confirmed, processing will begin and the data will move from the old tab and concatenated with the contents of the re-assignee tab. CAUTION: If the concatenated data goes over the recipient tab's character limit (1000), data from the old tab will be lost forever. If the user opts to Destroy the tab, all data for that tab on quotes and orders will be irrevocably destroyed. If in any doubt on how to use this feature, contact Accura Support! FEATURE: Tax codes now have an Is-active flag. When this checkbox is unticked, the tax code will no longer appear in tax code selections throughout the software. FEATURE: Major browses now feature a preference setting on the Options tab where the user can specify the behaviour of the browse's Client or Supplier Type drop down. Options are Specific, Any or Last. If set to Specific, the Type drop down will be set to Specific on opening the browse, if Any it will default to Any and if Last, the user's last used Type setting will be remembered. FEATURE: Colours can now be defined for the header box, header text and button panels. The settings for this can be found in Setup > Defaults > General. FEATURE: The Google 'Roboto' font will be installed on all PCs where a full installer is used to install or update Accura. This is to give users the option to use Roboto as their Accura font instead of the default Segoe UI font. We feel using this font gives Accura a cleaner, more modern feel. The font will not get installed if a workstation auto-updates after an upgrade. The font will be shipped in the installer zip package however so it can be installed from there. Alternatively, Roboto can be downloaded from Google's font page here - https://fonts.google.com/specimen/Roboto. CHANGE: Nominal (G/L Code) description field has been increased to 255 characters. FIX: Reports in various areas of the software were not displaying their names and applied query names correctly.

Client and Supplier FEATURE: Contact records now feature CC and BCC email fields which will populate the corresponding fields in an email raised for that contact. This feature is useful for when other contacts need to be copied in on emails. FEATURE: New merge tokens have been added for Client and Supplier, [ClientTermsBasis] and [SupplierTermsBasis]. These will display the text of the client or supplier's terms in a verbose manner. FEATURE: It is now possible to batch update client mark-up profiles using the Change Account Status utility which can be accessed from the right-click menu in the View Client browse. CHANGE: The bank account number field in clients, suppliers and offices has been extended to support up to 30 characters. This change has been made to help Xero users where the Xero contact's Batch Payment bank account number is an amalgamation of bank code and bank account number. For Xero support, only numbers should be used; spaces or hyphens should be excluded. CHANGE: The position of a client's default carrier service has been improved.



https://fonts.google.com/specimen/Roboto



FIX: The "Show my accounts only" checkbox would be hidden when going to the Options tab then returning to the Clients or Contacts tab in Browse Client Database. FIX: The client "Last delivery date" was not being reliably updated. FIX: Ticking/unticking the "Show my accounts only" filter while on the Contacts tab in Browse Client Database would change the view to the Client tab. FIX: Selecting a carrier or driver in a client office was not being saved but would retain the original setting. FIX: Changing a contact's name would cause some legacy records to lose the contact when opened. Now if a contact's name is changed, Accura will offer to update all their linked transactions with the change of name. This process could take some time depending on the size of the database.

Estimating FEATURE: When the Private tab in a quote has contents, the tab will display a notepad icon to alert the user to the presence of notes. FEATURE: QTE:Locked is now available to use as a default field value. By giving this a value of 1, quotes will have the 'Locked for owner access flag' set to true. FEATURE: RFQs can now be automatically previewed on save. On the RFQ options tab, there is a new "Always generate PDF preview" checkbox. When ticked, the RFQ pdf preview will automatically open when the RFQ is saved. FEATURE: It is now possible to select a quote mark-up profile while on the General tab in addition to Analysis tab. This is so the client/job type profile can be easily changed before starting work on the quote sections and workings. This is particularly useful with the new component-based mark-up profile. FEATURE: It is now possible to mass delete quote workings by tagging records and pressing the Delete button. CHANGE: If a quote working has notes added to it, a notepad icon will display against that working in the Cost column of Workings to bring the user's attention to the note. If the user hovers over the Description column, a tool tip of the Notes will be displayed. CHANGE: When ticking "Create specifications from workings" in a quote, the user will be warned that any text previously entered into the spec tabs may be overwritten. CHANGE: All status checkboxes would need to be ticked in order to see all available records in the Quote Enquiry report. Now if none are ticked, all relevant records will be displayed. CHANGE: Optional extras that have the same price across all quantities will display under each quantity. Previously, extras on a quote letter where all prices were the same would print only under the first quantity. This has been changed to avoid confusion in the recipients of quote letters. CHANGE: To improve performance in View RFQs, it will longer inherit the estimating days to view default. Instead only 30 days history will show. FIX: Calling the Send to dialog from a notepad within a quote would cause a runtime error. FIX: RFQ quantity suffix values were not being inherited when the RFQ was processed a Manual or Quote. FIX: Outwork per given a value of 1 when created by a tender request, regardless of per value set in the item at the point of including the entry into the workings. FIX: Inserting a quote in View Quotes was not pulling through the client default tax code but was using the system default. FIX: It was possible for a user to change or process an RFQ that another user was already editing or processing. FIX: Selecting an office into a quote would not automatically populate with that office's primary contact if the office did not have its own tax code value. FIX: Phrase selection for outwork tender options was not working correctly, duplicating entries when added from the phrase drop down. FIX: Quotes with just one section were not calculating section costs. This would not affect the overall quote cost. FIX: The Quote Library could take excessively long to populate on large databases across a peer to peer network. FIX: The Quote Library browse was not filtering correctly when the Volume selector was set to "All". FIX: Copying then cancelling a library template would remove the image from the originating quote.





Order Processing FEATURE: When the Private tab in an order has contents, the tab will display a notepad icon to alert the user to the presence of notes. FEATURE: Some Supplier fields such as supplier name, contact, telephone and email are now available to add to the job sheet subcon (outwork) band. These fields are prefixed with SUP and need to be added to on layout by layout basis. These fields are also available for worksheet layouts. FEATURE: It is now possible to create an order delivery point that requires 0 quantity. By using this, a delivery note can be created for things like sending designer samples from any order overs without having to fudge the order or delivery point quantities to allow for them. FEATURE: It is now possible to view a job sheet's PDF from View Orders via the right-click "View Job Ticket" option. CHANGE: Order delivery address and delivery note address fields are now split into separate text fields (Address 1 to 3) rather than one text area as ad-hoc address could cause EasyPost and Detrack to fail due to invalid address formats. CHANGE: Order contact and order delivery contact email fields (<CUSTEMAIL> and <DCUSTEMAIL> respectively) have been added to outputted order xml. CHANGE: All status checkboxes would need to be ticked in order to see all available records in the Order Enquiry report. Now if none are ticked, all relevant records will be displayed. CHANGE: In order to better support delivery scheduling, delivery points on copied orders will automatically generate a Ship By date. Previously, this would be left blank. CHANGE: Order delivery points now require a due date value. This is automatically set to the same date as the order due date (subject to any amendments from the 'shipping days to allow' value). FIX: Calling the Send to dialog from a notepad within an order would cause a runtime error. FIX: The wrong name could be assigned to sales rep codes in the Sales report when the report was sorted by rep code. FIX: Order points on copied orders were inheriting due dates from the old order points. FIX: The delivery contact of an order was being set to the primary contact when the client had a specified delivery contact.

Proofing FIX: Certain ASCII characters were breaking proof response email tokens. Where possible we have can handle this with URL encoding but more problematical characters will be stripped out.

Delivery Notes FEATURE: Delivery type emails now have a "From address" field in the print dialog Options tab. When populated, delivery note and delivery notification emails will use this email address in preference to that of the logged in user. FEATURE: Delivery notes now feature a Customs tariff field to help support international EasyPost shipments. This field is a list option so frequently used tariff harmonisation codes can be stored for easy recall. FIX: A script error could occur when looking at an AccuraPOD delivery's Tracking tab in View Delivery Notes. FIX: Easypost labels batch created from the delivery wizard were not being created with the correct file names, i.e. <delivery_note_number>.pdf. FIX: Changing the shipping date of a delivery note would only update its Detrack record once. If it was changed a second time, the Detrack record would not get updated. FIX: Outbound requests did not include an "hs_tariff" data line and value which would prevent some carriers returning results.





Stock Control FEATURE: A summary report option has been added to the Allocations, Activity and Client Activity stock reports. CHANGE: The raw material stock window has been redesigned to support all of the Estimating parameters. CHANGE: A Web Price field has been added to the Pricing tab of product maintenance. This is the price displayed in the main store product lists which is taken from the highest sell price band. This field was previously used but not shown in the UI. FIX: The Send to dialog would open behind the View Price Lists window. FIX: It was possible to issue more material than was currently on-hand if the stock was issued through the RDC Stop Activity dialog. FIX: The stock re-order report was not displaying materials that were within the set threshold limit. FIX: Purchase orders with a negative quantity would disappear from view in the Stock Receipts window if the window data was refreshed by adjusting one of the browse controls. FIX: Receiving a negative purchase order item for a stock-controlled material was adding to the on-hand value rather than subtracting. FIX: Queries applied to the Stock Reconciliation window would return incorrect data if a material's HasLocations flag was set to 1 but had no stock balance record. This scenario was only likely to affect systems where stock had been reset. FIX: The client activity report sort by client + contact filter option wasn't displaying the contact information.

Purchase Orders FIX: A purchase invoice's status would not change to invoiced if its purchase invoice had a number that began with a non-numeric value. FIX: Browsing the Select table items window and cancelling that window would remove any previously selected code in a Purchase Order item. FIX: The Group and Subcategory filters were not working correctly for the Purchase Order enquiry report. FIX: Material order items where not inheriting their supplier part number values from the material table. This meant material requisitions weren't using the part number in purchase orders.

Job Costing FIX: Entries and costs would not display when changing from the Extras tab to the All tab in the View cost summary window unless the window was manually refreshed. FIX: The list of departments and their costing breakdowns did not line up correctly in the View Variance Details window. FIX: Costing entries for non-stock-controlled materials where the corresponding order item had a custom cost rate was instead using the default rate.

Sales Invoicing FEATURE: A client Code column has been added to the client pane of View Sales Invoices. This will allow sorting and searching on the client code rather than name. FEATURE: It is now possible to view order job sheet and worksheet PDFs from View Invoices by highlighting an invoice line item from the lower part of the browse and choosing the relevant option from the right-click menu. CHANGE: Invoices containing a deposit line will now have their status automatically set to Part-paid.





FIX: Resaving an invoice with a deposit line and that had a Part-paid status would not calculate the header Paid and Balance values correctly. FIX: Discounts were not working correctly on Nominal and Tax type invoices. FIX: The Description search filters were not working in View Invoices. FIX: Order extras included on nominal and tax type invoices were not calculating tax. FIX: Invoice contact for a sub-office was being set to the sub-office primary contact when the order contact was another sub-office contact (but not an accounts-type contact).

Import/Export FIX: INTREF and EXTREF fields in the Shireburn export format were not correctly formatted.

RDC FIX: The Stop Activity dialog wasn't pre-populated with a Run quantity value if the activity had been started from the Unscheduled tab. FIX: Stock level indicators were not displaying correctly in the RDC stock issue wizard. FIX: The Reset button was not clearing values for Customer query or Milestones in the RDC Unscheduled tab.

CRM FIX: When viewing a quote in CRM, the Expected Order date fields was seemingly available to edit. It is now greyed out to avoid confusion. FIX: Performance for the CRM To Do list window has been significantly improved on databases with many client records.

Scheduling CHANGE: An unscheduled task would not show on the planner when a task was specifically chosen from the RDC unscheduled task list. Accura will now attempt to reverse look-up the task with an associated resource.

Security FEATURE: Accura users can now be flagged as inactive. Once marked as inactive, their account will be locked, they will no longer appear in the log on list or RDC. Opening and saving a client with an inactive user as account manager or rep will force the change of user (or select none). Clients that contain account managers or reps that are inactive should ideally be reassigned to a new responsible user en masse to prevent these validation problems occurring. There will be no validation on existing quotes or orders so users should make sure the correct account manager and/or rep values are selected. Again, updating clients will prevent the necessity of this.

Technical FEATURE: A new ResourcePath entry has been added to accura.ini in preparation for future features. CHANGE: Inbound XML will now be moved to a Processed subfolder after it has been converted to a web task instead of being instantly deleted.





Accura Online FIX: The .Net downloader would change newer Microsoft file formats such as .docx and .xlsx to a .zip file extension. FIX: A client's linked domains were not available to choose in quotes, orders and quick orders. FIX: With Product stock control=0 OR stock control=1 and not enough stock held to fulfil the order or "skip product order for single basket works order items" being enabled in the web console where Stock control = 0/1. The resultant works order created in either one of these scenarios would deduct the courier or local delivery charge from the sell price. FIX: Commission could get applied to a web order if the client was set to never apply commission but the rep had commission codes assigned. FIX: The supplier of the Accura Online eDoc product moved their web storage to Amazon which would break the downloader utility. This has been addressed in 6.00. FIX: Download options for quotes and orders with custom attachments were not consistent.





Changes in Accura Online 6.00 (3rd March 2020) Accura Online 6.00 is a major functionality update, rather than a maintenance release. The vast majority of the features and changes are detailed in the Accura 6.00 New Features Document. This section will focus on technical aspects and minor changes for more advanced users or technical personnel.

Themes and User Interface FEATURE: Added high resolution graphics to support screen scaling on high resolution displays such as mobile phones, tablets, laptops and Apple Retina. This increases website performance and appearance on such devices. CHANGE: Theme CSS rendering has been optimised to improve the overall performance of the website. CHANGE: Logo images now support a slightly larger resolution of 325x140 (previously 300x80).

General Changes CHANGE: Notification messages at the top of the browser triggered by various events used to display for 5 seconds, but now remain on screen until closed so they are not missed. CHANGE: Rejected order requests (during order approval) display rejection notes as notification messages instead of next to the Job title. CHANGE: Login pop-up email and password errors are handled in the pop-up instead of displaying a login form in the main website area. CHANGE: Various undocumented improvements have been applied to the behaviour and validation of products in the store.

Product Link Filters FEATURE: Product filters applied when using 'Link to' = 'Products / Store' are automatically saved as custom URL parameters. These parameters will make AccuraOnline ignore any browser filter cookies that may exist. Advanced users can manually create links using product filter URLs and embed them anywhere on the website to filter the product list in the desired way, for example in custom page body text, news articles or email notification body text. Use the following example format if you want to manually create product filter URLs without using the built-in ‘Select filter options’ feature: /products?filter=true&category=value&depth_and_width=value&colour=value&finish=value&group=value (where 'value' is replaced by the desired value for each parameter. Use %20 for spaces in values)

Bug Fixes FIX: Delivery charge sales tax was not included in store order and store order request tax or total price calculations. FIX: Various undocumented bug fixes in the store and other areas.





Technical Changes FEATURE: Directly after a website upgrade, an 'Upgrade database' action will appear in Admin settings. This is a one-time operation that performs required data-based changes, and will disappear once it has been run. FEATURE: Ability to set cookie prefix names in config.yml as a way of clearing all end-user browser cookies, to be used by Accura support if required. FEATURE: Added test_debug section in config.yml to enable various test and debugging functionality and hidden work-in-progress features. FEATURE: PayPal payment verification can be bypassed in the test_debug section of config.yml. This is for testing and demonstration purposes when using the PayPal Sandbox from a computer that is not directly exposed to the internet, which prevents PayPal from sending payment verifications to AccuraOnline.



Documents

Version 6.01 Release Notes - support.accuramis.comsupport.accuramis.com/pdf/release_notes/V6.01_release_notes.pdf · Version 6.01 Release Notes . Accura 6.01 Build 10 compiled on