Productivity Suite v1.1.19

March updates

Release details

There are three email addresses associated with a supplier, and currently by default only the first one is used. Via new settings on the POC admin screen (on the 'process options' tab) the system can be set up to check whether there are email addresses supplied in the 'email 2' and 'email 3' fields as well. If these boxes are ticked, and if email addresses are available on the supplier record in Sage Accounts, then the emails will be sent out to all of them. Note that the display on the button used to trigger the sending of this email will show the email addresses to be sent to. If the email is automatically sent to the supplier after approval, then the same rules will apply.

Port this report to the webapp, and improve:
- Be able to filter by open/closed jobs
- Have the list in pages – rather than a continuous list
- Be able to search for specific jobs rather than hunt through the very long list
- Be able to export the data to Excel

This is a change to allow invoicing (and part-invoicing) in Sage directly before receiving a delivery, to deal with cases where POs must be invoiced before delivery occurs. Only invoicing (i.e. no adding new line items or editing ordered quantities) is allowed in Sage, and the invoices will show up as "external invoices" in POC. Subsequently, the PO can be delivered in POC as usual, but only items not already invoiced in Sage may be invoiced through POC. If fully invoiced externally (i.e. in Sage), then the PO will move to "complete" status in POC when the final delivery is made.

Add an invoices tab to the PO so that once invoiced the PI transactions linked to the PO can be viewed.

Add setting to optionally blind copy all POC emails to a central mailbox so that any email can be retrieved at a later date if required.

The GRN report has existing in the desktop version of POC for a while. This is now available in the webapp in the reports section.

The desktop version of POC has a report showing who gave final approval/rejection for all POs. This report is now available in the reports section of POC web.

On the deliveries screen, which shows expected deliveries, there is now an export to Excel button. Note that it exports what is on the screen being viewed. To allow export of all items, the number of items per page can be changed so that all items can be viewed and then exported.

The reminder and statement summary transaction tables show fields from the financial transaction, but previously no data from the invoice itself. This adds the customer order number as an optional column in the invoice detail table. This can be added by including [CUST_ORDER_NUMBER] in the REMINDERS and/or STATEMENT_SUMMARY tags.

Due to Internet Explorer's age, a recent update to POC web which included some JavaScript code which IE does not understand caused dropdowns to stop working. This has now been fixed. We would still advise users not to use IE and upgrade to a modern browser. We recommend Firefox, Chrome, Safari and Edge.

When uploading a document to attach to a PO, the progress bar was not working properly so users could not see the status of the upload. This fixes that so the user can see the progress of a file uploading and is warned to keep the window/tab open until the upload completes.

The transaction date could be blanked out, and this could cause a Sage invalid date error. This is now fixed and blanking the date out will restore it to its previous value.

If deliveries are cancelled in POC, having been put on in error, it should not be possible to invoice for them. This is now fixed.