Productivity Suite v1.1.25

Release details

Major features

Make compatible with Sage Accounts v28

• Sage Accounts v28 is available, and this update makes all Productivity Suite modules (including the Purchase Order Control web application) compatible with Sage Accounts v28.

Minor features

Add carriage department to importers

• Carriage department can be set on invoices, sales orders and purchase orders (in the footer as seen in Sage Accounts), so this adds the option for a column in import sheets in all these importers to supply it.

CC: add agency reminder and statement columns to the dashboard

• Add two read-only checkbox columns to the CC dashboard to indicate whether an attached agency is set up to send reminders and statement emails.

POC: add various new order line template replacements

• Add the following template merge replacement fields, all to be used within the ORDERLINES tag:
  1. NOMINAL_ACCOUNT_NAME
  2. DEPARTMENT_NAME
  3. PROJECT_CODE
  4. PROJECT_NAME
  5. PROJECT_DESCRIPTION

POC web: add settings to hide the project and cost code on the PO header

• Add options for hiding project and cost code fields on the PO header. This applies on the new/edit/view PO screens. Note that if project is hidden, then cost code must also be hidden (because you can't have a cost code without a project). If project is visible and cost code only is hidden, then you must specify a default cost code (for the same reason).

POC web: add settings to hide the project and cost code on the PO line items

• Add options for hiding project and cost code fields on the PO line item. This applies on the new/edit/view PO screens. Note that if project is hidden, then cost code must also be hidden (because you can't have a cost code without a project). If project is visible and cost code only is hidden, then you must specify a default cost code (for the same reason).

POC web: add nominal code to GRN report

• Modify the GRN report to include the nominal code for each line item.

Nominal Code Changer: don't allow merging of multiple control accounts

• If at least two of the selection of accounts to be merged together are control accounts, then the merge will be blocked to avoid Sage errors when doing the next upgrade.

Add tax amount column to Transaction Importer summary screen

• The net amount is shown, but for tax-only transactions the display is confusing, so the addition of this column helps by showing the tax value of a new transaction.

POC web: add restriction to supplier area

• Previously the supplier could be seen by all users. This change restricts that to admin users plus all users who have the setting switched on via the user rights record by their administrator.

POC: add default "order taken by" setting

• Add a new setting to POC system configuration, to allow the default value of a new PO's "order taken by" field to be set to one of blank, current user or MANAGER.

POC web: optionally show line item detail on main PO list screen

• POC web: show line item detail / show header detail toggle button on main PO list screen (and export of line item if that is showing when the export to Excel/CSV button is clicked)

New setting on BOM Manager for imported product type

• When using the BOM Manager importer, this new setting allows the user to decide what product type all imported BOM products will take (stock or non-stock item).

Bug fixes

Back to Back: fix partly allocated or delivered sales orders causing the same on purchase orders

• When purchase orders are created from sales orders, the allocation and delivered information was being retained in error. This fixes that.

POC web: product dropdown not visible for new accounts

• When a new account is set up on POC web, the product dropdown is not visible and a default product must temporarily be selected so that the product dropdown visible option can be switched on. This fixes this by regarding the dropdown visible setting as always on if no default product has been selected (which is the initial position when a new account is set up).

POC web: fix attached document disappearing bug (when done at the same time as a delivery)

• If a document is attached and then a delivery recorded afterwards before the document has been processed by Hub, the document will be removed from the documents list by the delivery update. This is a timing issue and this bug fix solves it.

CC: Don't send invoice attachments unless they really are invoices (SI transactions)

• Credit notes were being sent as invoice documents along with reminder and statement emails. This fixes that.

BOM Manager: show sales orders for selected BOM product correctly

• A recent change had introduced a bug which meant the sales orders with BOM products on weren't being filtered correctly when a single BOM product was selected. This fixes that so the filtering works and sales orders with a particular BOM product on them can now be found quickly again.

POC: don't allow entering of negative unit price on line item edit screen

• Negative prices aren't allowed on PO line items, and this is checked on the line item edit screen, but it was possible to enter a negative unit price and then immediately click save which was circumventing the check. This is now fixed so negative prices are no longer possible.