06/05/2026

Enhancements#

Customers: A Region column was added including Batch Update functionality. The Region lookup can be updated from Menu (Button) > Edit Regions. The column can be viewed in the following modules (List and Item Views):

• Quotations
• Sales Orders
• Customer Invoices
• Customer Age Analysis

Staff: A Signature image field was added to the Staff Edit View. The Signature can be used in output templates in the following modules (REPSIGNATURE):

• Quotations – QT_Rec; QT_All
• Sales Orders – SO_Rec; SO_All
• Customer Invoices – CI_Rec; CI_All

Production - Due Date / Req Date: The following General Settings were added. The use case is as follows: Sales departments sets the Customer's Required Date. production department sets the expected Due Date for completion. Both teams manage variances in Req Date and Due date by getting the Customers agreement for a later Required Date or by moving production up, so the Due Date meets Req Date:

• Copy Sales Order Required Date to Work Order Required Date (Disables Work Order Required Date)
• Copy Work Order Due Date to Sale Order Due Date (Disables Sales Order Due Date)

Purchase Orders: A data pipeline PO_WO_Parts was added – this exposes the Parts records from the linked Work Order. This pipeline depends on a header link from PO to WO.

Supplier Payments: A Payments download option was added for Standard Bank (South Africa).

Customer Invoices: Functionality was added to multi-select and export Invoices in an XML file required to upload digital invoices in the European Union. The export is executed from the module's List View.

Customer Age Analysis – A Rep filter was added to all the views – notably for use with the upgraded User Access. Note: It filters Customers by their default Rep.

User Access – The User Access for Contacts (View Only), Customer Invoices (View and Edit) and Customer Age Analysis was changed to:

• None
• All
• Own (Rep)

Approvals – The following data pipelines were added to expose the manual Approvals:

• QT_Approvals – Quotations
• SO_Approvals – Sales Orders
• PO_Approvals – Purchase Orders
• WO_Approvals – Work Orders
• MM_Approvals – Material Movements
• CPN_Approvals – Campaigns and Contracts

Work Orders > JDF Switch upload – The Delivery Address (comma separated) <DELADDRESS> and Req Date <REQDATE> were added to the Header section.

Planning Board Enhancements#

• Materials View – Trans No and Trans Date fields were added. A drilldown function was also added to open the Transaction. (The last Transaction by Resolve – PO = Purchase; GI = Reserve).
• Outwork View – PO No and PO Date columns were added. A drilldown function was also added to open the Transaction (Last Transaction).

Bank Imports – The following import options were added:

• SA Absa Bank (.csv) – Does not contain a unique ID, so you must manage which transactions you import.
• SA Standard Bank - Option 2 (.ofx) – Does not contain a unique ID, so you must manage which transactions you import.

Job Summary – A Unit field was added and is visible when viewing the Job Summary Est/Act Quantities. [] Qtys

Material Movement – A New Type was added – Return (MMT-PO) – used to return items that were purchased. A corresponding default was added in Entry Types for accounting purposes. The Copy Rule setting is named: Purchase Orders - Copy to Materials Movement (Return). The setting enables a copy rule on Purchase Orders and on Material Movement (MMR-PO). Edit Staff: Copy Rules > Purchase Orders - Copy to Materials Movement (Return) – grants access to both aforementioned copy instructions (restart required).

Materials Movement – A Category column (Material Category) was added to the Items View and to the Edit View Items grid view.

Tracker > Timekeeping – When you use Mode = Scan Service ID – the Planning board is now updated correctly, if you are not combining tasks linked to the same Cost Centre (General Setting). (Previously, if multiple Planning Board Stages were linked to the different Workstations of the same Cost Centre, the Planning Board was not updated correctly). Note: When you use Mode = Scan WO No., the Planning Board is not updated.

Fixes#

• You can no longer change the General Setting > Currencies > Use 3 decimals in currency if transactions exist in the Ledger.
• Fixed: When a Purchase Order was copied to a Sales Order, the Status setting on the Copy dialogue was not working.
• Fixed: When a Delivery Note was in a Complete Status, the Copy rule to Customer Invoices was enabled (It is now disabled, similar to how it works in Sales Orders).
• Fixed: CAA – The Total + WIP value was not calculated correctly if you used 3 decimals.
• Fixed: When you changed the 'From' address on the email edit form, it would revert to the user setting when it was sent.
• Fixed: Standard Estimating – The function to 'Update Service' in Finishing and Pre-press was not working correctly. You were also unable to 'Open linked Service Item' after executing the 'Update Service' function.
• Fixed: Planning Board – GI/PO Transactions created from the Materials View were unavailable in Links/Linked transactions on the Work Order. Note: If you create one PO/GI per Work Order, the Header link is also updated now.
• The defunct Copy Rule 'Materials Movement (Receive) - Copy to Materials Movement (Return)' was removed.
• The grid view column filters on all the Date columns, on both List Views and Items Views, were updated to use relative date periods instead of selecting from the actual dates. For example, Tomorrow, Next Week or Next Month. The actual dates still appear below the relative periods.