September 2023

Everything you need to know about this update is detailed below. 

Explore the update summary

 

V8.0004.05 - Highlights 

 

  • Purchase Approvals
    • A new module to manage levels and users per department called "Purchase Approvals"
    • New system option to enable purchase approvals workflow, "Enable the Purchase Order Authorisation Program"
    • New system option to determine if notifications are sent using bookmarks or emails, "Purchase Approvals Notification Type", default to 'B' for bookmarks.
    • With the system option enabled most fields on a firm order can no longer be modified, a new order would be required.
  • Customers
    • New drop down to select a default sales order prefix (only applies when the order is created via the sales order module, 

  • Postcode Lookup Plugin
    • Users can now use the Loqate service to do postcode lookups.  Requires an API Key from Loqate, 14 day trials are available at www.loqate.com

  • Bill and Hold Enhancement
    • New system option called "Leave Bill and Hold stock in current location", disabled by default.
    • When enabled allows 'blank' locations to be entered which in effect leaves the stock in it's current location (so a hold location is no longer required).

  • API Keys
    • API keys can be generated/assigned to Rest API Scopes in this new module
    • A new field was added in the systems manager to define the WinMan API Base Address
    • Two new actions were added to systems manager, one to generate a new public key and one to view the key generated.

  • Purchase Order Due Dates
    • New system option called "Always Update Purchase Order Item Due Date", disabled by default
    • When enabled will always update the item due date when the header due date is updated without the user needing to confirm this every time.

  • Supplier Import/Export
    • Added 'ExternalIdentifier' field to the import/export tools on the supplier module (this is a field used for Concur integration only)

  • Cost Roll up Performance Option:
    • Added a new system option which allows a system to run cost roll up without adding detailed audit records, speeding up the process
    • By default this system option, called "Include detail auditing during Cost Roll Up" is set up so that detail auditing is included by default but can be turned off by enabling and setting to 'N'.

  • Warehouse Management Summary
    • New system option to include inactive products called "Include inactive products in replenishment calculation", by default this works as it always has done before setting this option to 'N' will exclude inactive products.

  • Customer Import/Export Tools
    • Added various EDI fields to the import/export tools on the Customers module

  • Customer Review
    • Added a new action called 'Mass Invoice Print', which can be used when the user selects multiple invoices.
    • To make this work, the invoices grid was reworked to contain an 'include' tick box

  • VAT Return
    • Added Customer, Supplier and File reference columns to the VAT Return detail grid

  • WinMan Scheduler
    • New system option called "Autoprints allow report server that runs in native mode", this can be enabled and set to 'Y' to allow AutoPrints to generate reports where the report server is running in native mode.

  • Various Bug Fixes

General user update 1st September 2023 - available on V8.0004.05 and onwards

 

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