Productivity Suite v1.1.15

Release details

Major features

POC web: new budget screen

• New budget screens, to be available to any user (if authorised via their user record) on the webapp, including all actual transactions (invoiced POs), committed costs (approved POs) and pending costs (requested but unapproved POs) versus a budget, broken down by nominal and department.

POC web: include supplier credits in budget figures

• Include purchase credit transactions as additions to the budget in any given period (which can also be rolled forward).

Minor features

Transaction Importer: check for duplicate reference when importing

• Add an option to Transaction Importer to check previous transactions (of the same type) with the same reference, and warn the user of duplicates when importing. Off the choice to proceed or cancel.

Transaction Importer: show totals being imported by transaction type

• Move Transaction Importer over to the new style of screen to improve display, and show totals broken down by transaction type.

POC web: add a filter to the PO list

• As well as the search within request number, PO number, supplier account reference and supplier name (as currently on the desktop version), add a filter so that PO status(es) may be selected to filter the list.

POC web: restrict product list by supplier

• Add an option in POC system settings so that when adding or editing a line item the dropdown only shows products where the default supplier is that selected in the supplier dropdown on the PO header.

POC web: don't show suppliers who are on hold

• Add an option in POC system settings so that suppliers whose account is on hold can be hidden from the supplier dropdown list so that a PO can't be accidentally raised for that supplier.

POC web: hide zero budget rows

• If all budget figures and actual spend figures are zero for a given nominal, hide that nominal row in the budget table by default. A toggle button will be provided to show the rows if needed.

POC web: hide sensitive nominal accounts

• Some nominal accounts, such as payroll, should not be visible to all users. This feature adds the concept of "sensitive nominals" which can be flagged, and then only users who are given the privilege of seeing sensitive nominals will see them on the budget screen.

POC web: sensitive suppliers

• Purchase order requested for some suppliers, such as those for expenses, should not be self-approved automatically. This feature adds the concept of "sensitive suppliers" which can be flagged, and then any requested PO for those suppliers will not automatically be approved by the requesting user and must be approved by the nominated team approver(s).

POC web: set carriage department to first line item's department

• New option in system settings to copy the carriage department from the first line item added.

POC web: set the delivery address to the company's own address by default

• New option to set the delivery address to the company address set in Sage Accounts.

POC web: user rights report

• A new report which allows POC admin users (plus those who have been assigned as being allowed to see POC reports) to see the user rights settings for all users on a licence.

POC web: audit report

• A new report which allows POC admin users (plus those who have been assigned as being allowed to see POC reports) to see the actions being taken by all users on a licence.

Back to Back Ordering: add delivery date to table

• Add delivery date (taken from "due date" in the Sage UI) to the sales order table to allow sorting.