Updates in 2025

27/12/2025 (Script Fix)#

Fixes#

Fixed: Procedure EST_SELECT_WEIGHT was causing slowness when adding / removing items to a Product Estimate.

28/11/2025#

Fixes#

Fixed: The script now resets all numeric settings that have an empty string to 0.

12/11/2025 (Script Fix)#

Fixes#

Fixed: A division by zero error was returned in some cases from the Signage Estimate Type.

07/11/2025#

Enhancements#

Items > Inventory – A warning (red highlight) is now used to warn if duplicate Locations exist.

Transaction Copy – A Code field was added to the Items grid view on the copy dialogue, hidden by default. The field displays the Code field from the Transaction OR The Code field from the linked Item OR it is blank. Functionality was added to save the grid layout on a transaction level.

Trial Balance – A Total column was added, hidden by default. This column shows Credits as negative amounts and Debits as positive amounts – the Total therefore sums to 0.

Service Manager – When the Email button is clicked, you are now prompted to select All or Internal.

Product Estimating > Labels – The Reel Width now defaults to the Die Width when using sq. m Substrates. (Previously it was blank unless you overrode it.)

Production Planning Enhancements#

• The Data Filter was changed to 2 rows to prevent scrolling when viewing half screen.
• An Outwork View was added that displays all the Outwork Items for Pending and Active Work Orders.
• Actions were added to the Materials and Outwork Views to create Purchase Orders and Goods Received Transactions for multi-selected Items. The Out Qty is assigned to the transaction. The Material/Outwork item is set to Status = In Progress, the same as if you were copying directly from the Work Order.
• A menu item View SM Responses was added to all the Views. This menu item opens all the Notes and Attachments from the linked SM in the side panel.
• Batch Update functionality for transaction Category was added to the Work Order and Customer Invoice modules.

Tracker Enhancements and Fixes#

• When you use the model that scans Service ID (Barcode), the timekeeping is no longer started if the Task Status = Complete or Cancelled. Instead, an error message is returned.
• Fixed: IF a Stage was empty and a new job was added, the new Task was in certain cases not displayed in the Tracker Queue.

Fixes#

• Fixed: Spelling error: 'Over Due' > 'Overdue' (CAA/SAA).
• Fixed: Spelling error: 'Sub Category' > 'Subcategory' (Multiple instances).
• Fixed: Spelling error: 'Updatedby' > 'Updated by' (Suppliers).
• Fixed: Spelling error: 'E-mail' > 'Email' (Multiple instances).
• We standardised spelling for different Category fields, e.g. 'Category (Cus)' instead of 'Cus Category'.
• Fixed: Supplier Invoices > Items View – The popup menu was not opening when you clicked the menu column.
• Fixed: Supplier Invoices – The SI No. field is now focused by default when a SI is opened, and a tab takes you to the Trans Date column. (The period date was removed from the tab list). 'Inv No.' in the List view was renamed to 'SI No.'
• Fixed: Customer Invoices – 'Inv No.' was renamed to 'CI No.'.
• Fixed: A duplicate 'Created' column was removed from the Customers List View.
• Fixed: When you created an Estimate from Template, the Customer's Item Adj% was not applied. The Item Adj % is now also updated when an estimate is updated from Setups.
• Fixed: Labels Estimating – The Qty on certain materials/services was not being adjusted for overall Waste – only the Printing Waste values were being applied.
• Fixed: Standard Estimating – If a substrate had a different Run and Price Units, the incorrect Unit was displayed in the Costing grid view.
• Fixed: Ledger Expenses were not displayed correctly in the Job Summary.
• Budget – Menu items were updated from 'Income Statement' to 'Profit/Loss' and 'Balance Sheet' to 'Financial Position'.
• CAA/SAA – The 'Batch Updates' menu item was moved to an Actions button.
• The 'Batch Updates' column lookup was sorted alphabetically.
• The 'Attachments' Type lookup was sorted alphabetically.
• We standardised how the Save/Restore Grid menu items appear.
• Settings > Status – The redundant Reset button was removed and the functionality to Move Up/Move Down was added to the Status popup menu, similar to other modules.

26/09/2025#

NB: Work Shifts must be updated and re-saved after upgrading.

Enhancements#

• Audits – A General Setting > General > Delete Audits older than (Enter number of months) (Default = 12) setting was added. It helps to prevent database bloat caused by old Audits.
• Bank Import – Support was added to import Capitec (.OFX) – Date format: YYYYMMDD000000, FITID: Not unique, A Fees transaction is added for every transaction that attracts fees.
• Customer Invoices:
  • You can now set a Default = Credit Note Status which is assigned when a Customer Invoice is copied to a Credit Note.
  • The outstanding quantity is now copied to the Credit Note to prevent users from making duplicate Credit Notes. (Previously the total quantity was copied every time).
• Customers Batch Update functionality was added for the Currency.
• Customers/Suppliers – The Contacts were changed to a more user-friendly list view with a corresponding popup edit form.
• Emails – Functionality was added to add Contact Groups to Emails (Static only).
• Inventory > Default View – A column Value (Received) was added – this column is visible when a Date filter is set and multiplies Received Qty x Closing Unit Price.
• Material Price Manager – A Reference column (Supplier Reference) was added to the Supplier Prices view. The field is editable.
• Materials – Batch Update functionality added for Add to Description.
• Navbar Menu – The Calendar link was replaced with a Service Manager link.
• Sales Orders – A Due Date (Item) column was added to the Items View.
• Service Manager – The Subject and Heading on the default email was updated as follows: SM No. 3434 - Category - Reference.
• Services:
  • A Sales and Cost Sales account was added to Services.
  • Sales is assigned when a service is added to Quotation or a Sales Order.
  • Cost of Sales is assigned when a service is added to a Purchase Order.
• Standard Estimating – When an Estimate is updated from Setups, Materials that are set to Inactive are no longer updated – a 'Material not found' error is returned.
• Supplier Invoices:
  • You are now able to set a Default = Debit Note Status which is assigned when a Supplier Invoice is copied to a Debit Note.
  • The outstanding quantity is now copied to the Debit Note to prevent users from duplicating Debit Notes. (Previously the total quantity was copied every time).
• Suppliers:
  • A Supplier Warning was added to the accounting tab.
  • The warning appears on Supplier Transactions: Purchase Orders, Supplier Invoices, Supplier Debit Notes.
  • The Supplier Active field was renamed to Status with options for Active / Inactive.
• Tile Menus were updated to show status information for the modules (e.g. how many Pending or Active transactions).

Production Enhancements#

Work Orders:

• A General Setting > Work Orders > Copy Due Date from Sales Order Items (Y/N) was added. (By default, the Due Date from the Sales Order header is copied to the Work Order Due Date field.)
• A Size field was added to the Work Order Output table – the size is looked up from the linked Estimate.
• An Action was added to Upload Workticket (.pdf). You are prompted to select a template which is output to a PDF file and saved in the Work Order table (WOMAIN.WORKTICKET). The Action to View Workticket (.pdf) opens the workticket in your default PDF viewer. The Action to Delete Workticket (.pdf) can be used to delete the PDF Workticket from the database. By default, Worktickets older than 12 months are deleted from Completed/Cancelled Work Orders to prevent database bloat.

Tracker App:

• A function to View Workticket was added to the Active Jobs popup menu – this opens the Workticket in your default PDF Viewer. (See note above on how to upload the Workticket from the Work Order module).
• A General Setting > Tracker > Auto Logout setting was added. Options include:
  • None
  • 30 Seconds (Default)
  • 60 Seconds
• Work Shifts – An End Day was added to allow for a shift to run across multiple days with gaps in between shifts. When a Work shift is updated, a table (WORKSHIFT) is populated with the shifts for the next ten years. This table makes scheduling easier and can be updated by clicking the Rebuild Work Shifts button. NB – If a Work shift contains a blank Day or Time, the Work shift table is not updated.
• The following modules were updated to support this change:
  • Time and Attendance (no longer use work shifts)
  • Timekeeping / Tracker
  • Production Planning

Back-end Enhancements & Technical Notes#

• The Foreign Key to the CUSMAIN table was removed from QUOTEMAIN, SOMAIN and INVMAIN which means you no longer need a placeholder Customer with an ID of -1. The upgrade script deletes the placeholder customer.