Productivity Suite v1.1.18

Release details

Major features

POC web: invoicing enhancements

• Now that the GRNI screen is ported to the webapp, this enhancement allows the quantity being invoiced to be edited when posting invoices. All other aspects of a purchase invoice will also now be editable.

POC web: show PO list across all companies

• Combine the PO list within each company to one overall list which shows all POs for all companies.

CC: add option to send reminders and statements as PDF attachments along with covering email

• Previously, CC always sent HTML emails with all the text and images in the body of the email. This option allows for an additional covering email and for the reminders and statements to be sent as PDF attachments. This setting is configured at the customer group level.

Minor features

POC: show department/nominal in approver emails

• The nominal and department can be helpful for an approver to see at a glance in an email rather than having to open up the PO details in POC. This has now been added to the approver emails.

POC web: allow cancellation of deliveries via webapp

• It is possible to cancel deliveries in the desktop version of POC, but not on the webapp...this is now made available for POs which have been partially-delivered or fully-delivered (but not invoiced) in case deliveries have been entered in error.

POC web: add gross column to purchase invoice creation screen

• When generating PI transactions from delivered PO items, add a gross column to aid with cross-checking values in comparison with invoices received from suppliers.

CC: don't show inactive customers

• If a customer is marked inactive in Sage, then the next time Credit Controller is opened it won't show up either in the dropdown customer list or the departmental dashboard.

Bug fixes

POC: make sure the latest version of a PO is sent out by email to suppliers

• It is possible for one user to update a PO and for another to have an old version of the PO showing in their instance of POC (desktop). This fix ensures that the latest version is loaded before emailing out.

POC web: when editing a PO, use the supplier nominal when adding new lines, if appropriate

• If a supplier is configured in Sage Accounts so that its default purchase nominal should override product nominal settings, this is applied in all cases except when adding new line items to a PO already in the POC system. This fix addresses that.