POC: Automatically email supplier once a PO is approved
Add an option to POC system settings which allows POs to be automatically emailed to the supplier (multiple email addresses if required) once a PO is given final approval. This initial version will only email to the first email address stored on a supplier record in Sage; a future version will extend email handling for suppliers so that multiple contacts can receive PO emails whether they are on the supplier record in Sage or not.
POC: auto-escalate a PO if no approver in the team can give final approval
An option in system settings which will mean if no approver (in the team a PO is raised in) has enough financial clout to give final approval to a PO then it is auto-escalated out of the team to the parent team.
Payslips using historic data
Payslip Generator switched to use historic data so any payslip can be generated as long as it's been printed in Sage Payroll first.
CC: Add VAT reg number, delivery name and due date to template
The following fields are added to the Credit Controller PDF template:
The customer's VAT registration number can be added using the replacement [VAT_REG_NUMBER]
[DELIVERY_NAME] was missing from the original template
Payment due date [DUE_DATE]
POC: add link from PI transaction to originating PO when invoicing a PO
When PI transactions are generated from the GRNI screen in POC, the link from the PI to the PO was missing; this is now added.
POC: Make labels for comment 1 and comment 2 configurable
POC: hide carriage section
Add an option in POC system settings to hide the entire carriage section (default values will be used for tax code, department and nominal code).
POC: make "change delivery address" more flexible
Make "change delivery address" button label configurable, and add an option so that it can be moved above the delivery address fields (moving the button applied to the webapp version only).
POC: hide supplier order number field
Add an option to hide the supplier order number field.
POC: export budget and actuals
Export the budget amounts per nominal (and per department if relevant) and actual PO commitments to Excel spreadsheet from the POC admin budget screen.