Released 07/11/2022

Productivity Suite v1.1.29

Autumn 2022

Release details

Minor features

Separate out user rights for editing, cancelling and completing POs
  • Add new setting to user rights record to denote whether a non-admin user can mark purchase orders as completed. Don't allow marking of POs as completed externally if the user can edit POs but doesn't have this new setting turned on. Also apply the same rule to the existing privilege to cancel POs (don't allow users to cancel POs if they only have the rights to edit POs but not specifically to cancel them).
CC: Improve importing Sage contacts when new email addresses are added in Sage
  • Automatically tick send reminders and send statements when importing valid email addresses on contacts for a customer which previously had no valid email addresses.
CC: add template replacement for payment due date to invoice PDF templates
  • Load PAYMENT_DUE_DATE from DTA files and use it to replace [PAYMENT_DUE_DATE] in invoice PDF templates
CC: apply invoice delivery address in preference to customer delivery address
  • The invoice PDF template allows for a delivery name and delivery address, but previously the customer delivery address was used in preference. This changes the order around to use the invoice delivery address in preference to the customer delivery address, only showing "As above" in the case where both delivery addresses are completely blank.
POC: add order date with month name and unit cost to 2dp as template replacements
  • Add an extra template replacement ORDER_DATE_MONTH_NAME to display the order date with the month name as a word, and add an extra template replacement UNIT_COST_2DP to show the unit cost in the ORDERLINES table to two decimal places, regardless of the Sage unit price decimal places setting (calculations and PO entry elsewhere will still respect this setting; this is just for the PDF to be sent to the supplier).

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