Productivity Suite v1.1.33

Release details

Major features

Sage 50 Accounts v30 compatibility

• This version is compatible with Sage 50 Accounts v30, released in February 2024. This includes x86 and x64 versions.

Minor features

POC: full history header and line item reports

• A new pair of reports to show all PO history with filters for PO request reference, Sage PO reference, order date, status, requested by, supplier and project.

Consolidated Billing: show significant operation warning message

• This operation makes changes to the Sage Accounts data which cannot be reversed. The user will now be warned when starting this operation that it performs significant changes to the data and should be used with care.

Project template replacements for POC web

• Add the following template replacements to the PO PDF body: [HEADER_PROJECT_REF] [HEADER_PROJECT_NAME] [HEADER_PROJECT_DESCRIPTION] [HEADER_PROJECT_ADDRESS_1] [HEADER_PROJECT_ADDRESS_2] [HEADER_PROJECT_ADDRESS_3] [HEADER_PROJECT_ADDRESS_4] [HEADER_PROJECT_ADDRESS_5] [HEADER_PROJECT_CONTACT_NAME] And the following to the ORDERLINES table: PROJECT_REF PROJECT_NAME PROJECT_DESCRIPTION PROJECT_ADDRESS_1 PROJECT_ADDRESS_2 PROJECT_ADDRESS_3 PROJECT_ADDRESS_4 PROJECT_ADDRESS_5 PROJECT_CONTACT_NAME

POC: add supplier website text placement field

• New field [SUPPLIER_WEBSITE] to take the text string from the supplier record added to POC. It can be used in the PO PDF template.

Allow data cache files to load while bank rec is being run

• Bank reconciliation is an exclusive access action type in Sage, so data files were previously not loaded when a user had the bank rec screen open in the Sage 50 Accounts app. Since v26 it is safe to load files, and this change allows that.

Consolidated Billing: allow for negative line items

• Negative line items on invoices was introduced after Consolidated Billing was developed, and this change means it now takes into account the "is negative line item" flag.

POC: Show line item due date on delivery screen

• Show line item as a new column on the delivery screen. If the line item has no due date set, show the PO header due date. If the PO header has no due date set, leave it blank.

Bug fixes

POC: show currency symbols correctly

• Some currencies were unknown in the POC app, and this fixes that to show any currency symbol correctly.

POC: supplier override product tax code fix

• The supplier record has an option to override product tax code and it wasn't be observed in some cases. This fixes that.

POC: use delivery date when recording stock transactions

• If a delivery is recorded for a different day than today, this date is used correctly on GRNs, but not on stock transactions. This addresses that.

POC: grouping transactions under one header for multiple deliveries, using purchase invoice date as the delivery date

• When grouping transactions under one header, POC looks at the selected date and compares with other transactions. If the delivery date is selected as the transaction date, the system was taking into account the time as well as the date. This fix ignores the time so grouping occurs as expected.

POC: when cloning a PO, set the "order taken by" field correctly

• If the system settings say that the "order taken by" field should have the current user's name in it when creating a new PO, this setting also needs to be applied when cloning an existing PO. This wasn't done before and this fixes that.