Productivity Suite v1.1.16

Release details

Major features

POC web: invoicing enhancements

• Invoicing on the POC webapp is done by delivery, and they can be combined in case one invoice covers multiple deliveries. Another new feature is the option to combine line items by nominal code to produce summary purchase invoice transactions in Sage Accounts in case line item detail is not needed in Sage.

POC web: show actual costs based on PI transactions rather than invoiced POs

• The actual costs detail in POC was previously shown by looking at PO line items which had been invoiced, but this doesn't account for the possibility a nominal or department could be changed when posting the purchase invoice transactions to the financial ledgers. This change shows actual PI transactions and links them to the original POs if they were invoiced using POC web.

Minor features

POC: add option to show project name in emails

• The POC email notifications can already include project reference, but sometimes this is not understood by the managers who are asked to approve POs, so add an option to include the project name as well as the reference.

POC web: allow for a tolerance (percentage) when receiving deliveries to allow for orders which are by weight, etc.

• Deliveries currently are not possible above the ordered quantity, which in the case of products ordered by weight necessitates editing the PO before being able to record the delivery, which is time consuming. With a tolerance percentage for deliveries the edit step will no longer be necessary.

POC web: post a summary invoice for completed POs

• The detail of a PO is not always necessary within Sage, so add the option to post a single line (batch style) supplier invoice when posting invoices for a PO.

POC web: allow some users to edit prices when receiving deliveries

• When a delivery is received, in some cases the price may need changing if it wasn't known at the time the PO was requested. By entering a delivery price change tolerance on the POC system settings screen and enabling "can update price when delivering" for a user on their user rights record, unit prices can be changed as required.

PO PDF/email configuration options

• The email subject and PDF attachment when sending a PO to a supplier can now be configured in POC system settings.

Supplier bank template replacements for PO PDF

• The PDF generated for a PO can now include details drawn from the "Bank" tab of a supplier record in Sage Accounts. The replacements are:
  • [BANK_ACCOUNT_NAME]
  • [BANK_ACCOUNT_NUMBER]
  • [BANK_ADDITIONAL_REF1]
  • [BANK_ADDITIONAL_REF2]
  • [BANK_ADDITIONAL_REF3]
  • [BANK_ADDRESS_1]
  • [BANK_ADDRESS_2]
  • [BANK_ADDRESS_3]
  • [BANK_ADDRESS_4]
  • [BANK_ADDRESS_5]
  • [BANK_BICSWIFT]
  • [BANK_IBAN]
  • [BANK_NAME]
  • [BANK_ROLL_NUMBER]
  • [BANK_SORT_CODE]

POC web: show charity fund dropdown

• The charity fund dropdown was not enabled in POC web previously, but now will show if charity/non-profit options are enabled in the corresponding Sage Accounts company.

Bug fixes

BOM Manager: pay attention to negative stock flag when allocating

• When allocating a BOM line item on a sales order, it was previously possible to allocate more than were in stock due to ignoring the "allow negative stock" flag in company preferences. This fix addresses that so it's not possible to over-allocate.

POC web: correct the sort order for tax code and department dropdowns

• The tax code and department dropdown lists were previously sorted alphanumerically, which means T10 would come before T2, for example. The switch to numeric sorting for these dropdowns means the order will be as expected.