This file is organised in reverse date order
11 Dec 2006
General
- The Currency viewer in the Setup menu screen has been changed to include the current exchange rate in the listing.
- The EMail send routines have been changed to strip any friendly names out of the recipient lists, and just transmit the actual EMail address. This was done as certain mail servers cannot deal with the friendly names.
Debtors
- The Debtors Age Analysis report has been changed to include the customer's EMail address.
- The Debtors Age History report has been changed to include the customer's EMail address.
Inventory
- The Transits function in the Transaction menu has been disabled if you are not logged in to a Branch.
- On the Transfer In and Transfer Out screens, the [In Transit] tick box has been made sticky. This means that when one transaction has been completed, and the tick box was ticked, it will stay ticked for the next transaction.
23 Nov 2006
General
- The Analysis Code Rule setup screen has been changed to allow locking of all possible options. For instance, when setting up Debtor Analysis Rules, the codes can now be locked against Debtors and Transactions.
- The startup routine has been changed so that if the help file location has been set to a folder other than the application folder (where Signet has been installed), the date and time of the application help file are compared to the local copy date / time, and if they are different, the application help file is copied to the local folder. This means that as help file updates are applied to the application folder, they are automatically applied to all workstations having local copies of the help file.
- A new button has been added to the Utilities / Admin menu to allow setting of the help file location. Note that this setting is on a per workstation basis.
Creditors
- The routines to allocate the next available Creditor Number if a *, % or ? character are used have been changed to work correctly with the new checking routines when the Creditor option on the System Parameters page is set to Combination mode.
Debtors
- The routines to allocate the next available Debtor Number if a *, % or ? character are used have been changed to work correctly with the new checking routines when the Debtor option on the System Parameters page is set to Combination mode.
- A new access item has been added to the Debtors section of the Operator Groups details page, on the access rights page, to allow setting of whether the members of the Operator Group are allowed to change Debtor Credit Limits. If this option is not ticked, the Credit Limit, Credit Status, Monthly Credit Limit, Enforce Terms, and Enforce Limits fields (all on the Payment Page of the Debtors details screen) are locked, and cannot be changed.
Debtors / Order Processing
- The Charges setup area has been changed to allow for individual settings per branch. NB: After installing this update, the Charges settings for all branches will need to be checked prior to any other work being done.
Inventory
- The Stock Take facility has been changed to allow changes to be made to the product Location. On the adjustments screen, the Location column is now editable. Any changes made are posted back to the Inventory Master at the time of Posting the Adjustments.
- The Stock Take Import wizard has been changed to allow importing of the Location from the external text file.
- The Audit Trail report has been changed to include the second reference number.
10 Nov 2006
General
- When Signet needs to create a temporary table in the database, it would use the current machine name, plus the seconds since midnight to determine the table name. This process has been changed to include the Operator initials, as under certain circumstances (e.g. running on a terminal server), the machine name alone does not guarantee uniqueness.
- The module counters section of Signet has been re-written to cater for situations where the database is replicated.
- In addition, the Active Items screen (accessible from the Utilities / Admin menu) has been improved, and should now show more realistic usage information.
03 Nov 2006
General
- All database locking functions within Signet (for instance when allocating an Invoice Number) have been checked so that they release the lock as quickly as possible.
Creditors
- The Period End procedure has been changed to check that no other period ends on or after the specified date have already been done. If there are any, the process is aborted, and the Operator is given an error message.
Debtors
- The Period End procedure has been changed to check that no other period ends on or after the specified date have already been done. If there are any, the process is aborted, and the Operator is given an error message.
Inventory
- The Import Products function across branches has been modified to warn the Operator that they should be the only user in the system at the time of running the import, as this function may block access to the database for an extended period of time.
- The Import Groups function across branches has been modified to warn the Operator that they should be the only user in the system at the time of running the import, as this function may block access to the database for an extended period of time.
- The Import Suppliers function across branches has been modified to warn the Operator that they should be the only user in the system at the time of running the import, as this function may block access to the database for an extended period of time.
- The Import Buying Categories function across branches has been modified to warn the Operator that they should be the only user in the system at the time of running the import, as this function may block access to the database for an extended period of time.
- The Import Break Tables function across branches has been modified to warn the Operator that they should be the only user in the system at the time of running the import, as this function may block access to the database for an extended period of time.
- The Period End procedure has been changed to check that no other period ends on or after the specified date have already been done. If there are any, the process is aborted, and the Operator is given an error message.
- The Purchase Order Entry screen has been corrected. When Inter Branch Purchase orders were entered, the source branch was not being stored correctly.
31 Oct 2006
General
- The help routines have been changed to allow an entry to be created in the Registry to over-ride the location of the help file. This is necessary for installations where the latest Microsoft Internet Explorer updates have been installed, and access to the help file is being blocked. On such sites, copying the help file to a local drive will sort this problem out. To over-ride the location of the help file, run the registry editor program (Start / Run / RegEdit), and navigate to the HKEY_CURRENT_USER\Software\VB and VBA Program Settings\Signet\Help path in the left hand pane. In the right hand pane, double click the PATH value, and set the path to any local path. Note that this setting is on a per workstation basis.
05 Oct 2006
Inventory
- The Inventory Transfer Audit Trail report has been changed to sort the records by Reference Number, then Secondary Reference Number, then Product Code.
Order Processing
- A new page has been added to the Invoice, Order, and Credit Note Entry screen, to allow adding of a Mail Manager record directly from this screen. The purpose is that where Sales are made to Cash customers, but you want to capture the actual Customer details for mailing / SMS / Fax purposes, an easy mechanism now exists to capture these details.
- If the mail entry details are completed, the details are stored into the Mail Manager module when the OK / SAVE button is clicked.
- Note that any Analysis Codes you have defined in the Mail Manager module are not displayed on this screen (due to space limitiations). Therefore, the Analysis Rules are not applied if the entry is sourced from the Invoice Entry screen.
28 Sep 2006
Bank Runs
- The Accounts viewer screen has been changed to allow searching by EMail address.
Creditors
- The Creditors viewer screen has been changed to allow searching by EMail address.
Debtors
- The Debtors viewer screen has been changed to allow searching by EMail address.
Inventory
- The GRN Printing routines have been modified to exclude the Extra Costs from the Purchase Order.
- The GRN Printing routines (accessible from the Setup / Layouts menu) have been modified to allow printing of the Extra Costs as a separate field.
- The Enquiries screen has been changed to include the Shipping Method on the Purchase Orders page.
- The Supplier viewer screen has been changed to allow searching by EMail address.
Vehicle Costing
- The Driver viewer screen has been changed to allow searching by EMail address.
19 Sep 2006
General
- Changes have been made throughout Signet to support the new DB Link specification.
- All document printing routines (e.g. Invoices, Credit Notes, Statements, etc) have been changed so that when a document is EMailed, and multiple pages are required for the document, the attachment to the EMail message is split into separate pages. Previously, the entire document was attached as a single JPG file. In future, it will be split into multiple separate JPG files, to ease printing of the individual pages at the receiving end.
Bank Runs
- The viewer screen has been changed to correctly search for Completed bank Runs if nothing is entered to search for, and the [Completed Runs] option is selected.
Creditors
- A problem in the posting of Batched transactions to the live tables has been corrected.
- The Credit Note entry screen has been changed to allow importing of Inventory GRN Numbers. When the GRN Import button is clicked, the import screen will display only transactions entered as Supplier Credit Notes.
- The Invoice entry screen has been changed, so that if the GRN import button is clicked, only transactions entered into the Inventory module as Receipts will be displayed for importing.
Debtors
- A problem in the posting of Batched transactions to the live tables has been corrected.
- The Statement Printing routines have been changed; the calculation of the Debits Full, Credits Full, and Running Full have been redone, so that the running total figures are more readable.
Inventory
- The Supplier Credit Note screen has been changed to allow allocation of the Credit Note to a GRN Number. This works in a similar fashion to the Receipt process, except that the signs are reversed into the General Ledger.
- The Transaction screen has been changed to allow adding of Products directly from the Transactions screen. A new menu item is available at the top of the screen called "Add" to access this functionality. Note that this menu item is only displayed if it has been enabled on the Inventory Setup screen (Purchase Orders Page).
- The Transfer Out screen has been changed, so that if the PO Enquiry button is used to identify the Purchase Order / Product to be transferred out, the [In Transit] tick box is automatically ticked. Previously, this tick box was only being ticked if the Purchase Order number was entered manually.
- The Transfer Audit print screen has been changed, so that if the Operator logged in is not an Inventory Transactions Supervisor, historical audit trails are not available for printing.
- The Transfer Transactions area of Signet has been changed to allocate the document number automatically.
- To facilitate this, a new page has been added on the Setup screen, Counters page, to allow setting of the Transfer document numbers.
- NB: Unlike most other counters within Signet, the Inventory Transfer Counter will always allocate the document number from the destination branch. Therefore, if you do a TRANSFER OUT from branch 1 into branch 2, the transfer document number is allocated from branch 2.
- The Setup wizard has been updated to include the Transfer Counter settings.
- The transfer in and transfer out entry screens have been updated with the above changes.
Order Processing
- The Analysis Summary report has been changed to allow printing of the summary by Branch as well as by Analysis Rule. If the (By Branch) option is selected from the rules drop-down list, then the Invoices are grouped by Branch Name, rather than by Analysis Code. NB: In order to use this functionality, you must be logged into All Branches (not a particular Branch).
- The Analysis Detail report has been changed to allow printing of the report by Branch as well as by Analysis Rule. If the (By Branch) option is selected from the rules drop-down list, then the Invoice lines are printed, with a total by Branch Name, rather than by Analysis Code. NB: In order to use this functionality, you must be logged into All Branches (not a particular Branch).
- Previously, these two report button would be disabled if Analysis Codes were not implemented. This has been changed, so that the buttons are enabled if the Operator has access rights (even if Analysis Codes are switched off), so that the Branch report can be done.
- The Order details screen has been changed to no longer check that the Order Number is still unique when the Order is stored. The reason this has been disabled is that if an Order is partially fulfilled, and split into two documents (one that has already been shipped, the other with the backordered products), there will be two documents with the same document number (by design).
12 Aug 2006
Inventory
- The Product cost calculation routines have been changed to use the standard cost against non diminishing products. This affects the Order Processing and Bill of Materials modules. What this means is that if a non diminishing product is sold for instance, the cost recorded against that line is the standard cost, rather than a zero (as was previously the case).
Order Processing
- The Print Picking Slips screen has been changed to hide the "Include Orders Which Have Already been Printed" tick box if the logged in Operator does not have access rights.
- The Print Invoices screen has been changed to re-load the list of Invoices after the "Print One" or "Print All" buttons are clicked. Typically, this will remove the printed items from the list (unless the "Include Invoices which have already been printed" tick box is ticked).
- The Print Picking Slips screen has been changed to re-load the list of Documents after the "Print One" or "Print All" buttons are clicked. Typically, this will remove the printed items from the list (unless the "Include Orders which have already been printed" tick box is ticked).
- The Print Credit Notes screen has been changed to re-load the list of Invoices after the "Print One" or "Print All" buttons are clicked. Typically, this will remove the printed items from the list (unless the "Include Credit Notes which have already been printed" tick box is ticked).
01 Aug 2006
General
- The SMS Send routines have been changed to conform with the latest versions of the Beta Systems SMS Server.
Creditors
- The Creditors Details screen has been changed to display the Branch to which a Creditor belongs if the Creditors Style (on the System Parameters page) has been set to Combination.
- The Creditor Details screen has been changed to check whether the Creditor has an outstanding balance, or any unposted transactions before allowing the Operator to mark the Creditor as inactive.
- In addition, it now only allows the Creditor to be marked as inactive if the Operator has supervisory rights to Creditors.
Debtors
- The Debtors Details screen has been changed to display the Branch to which a Debtor belongs if the Debtors Style (on the System Parameters page) has been set to Combination.
- A new field has been added to the Debtors Statement Layouts area called "Running Full". This field should be used in conjunction with the "Debit Full" and "Credit Full" fields, and will calculate the running total correctly as per the other "Full" fields.
Inventory
- The Inventory Product details screen has been changed to check whether the Product has any stock on hand, allocated stock, stock in transit, backorders, or outstanding Purchase Orders before allowing the Operator to mark the Product as inactive.
- In addition, it now only allows the Product to be marked as inactive if the Operator has supervisory rights to Products.
- The process of importing Inventory GRN transactions into the Creditors module as Invoices has been changed to exclude any extra costs entered against the Purchase Order.
30 Jun 2006
General
- The internal table name for operator messages has been changed from Messages to syMessages. This was done as the latest version of SQL server (2005) has a system table called Messages.
Creditors
- If the Creditors Style is set to Combination (on the System Parameters page), Signet now prompts the Operator when they click the OK button whether the Creditor should be added to ALL Branches, or just the current Branch. If the Operator is already logged in to All Branches, a confirmation is requested that the Creditor should be added to ALL Branches.
- A problem on the Enquiries Setup pages, where the Enquiry pages were not being stored correctly if the module was set to "Combination" mode (on the System Settings page), has been corrected.
Debtors
- If the Debtors Style is set to Combination (on the System Parameters page), Signet now prompts the Operator when they click the OK button whether the Debtor should be added to ALL Branches, or just the current Branch. If the Operator is already logged in to All Branches, a confirmation is requested that the Debtor should be added to ALL Branches.
- A problem on the Enquiries Setup pages, where the Enquiry pages were not being stored correctly if the module was set to "Combination" mode (on the System Settings page), has been corrected.
Inventory
- The In Transits receipting screen (to receipt products in transit to a Branch from any other Branch) has been changed to include the Purchase Order number on the screen.
- The access rights on Transactions has been changed so that Stock adjustments are tied to Supervisor Rights on Transactions, and Cost Adjustments has been left as a separate access rights item. Previously, these were both being tied to the separate item.
Order Processing
- The Import wizard has been changed to mark the status of imported transactions as Confirmed if Invoices or Credit Notes are imported.
- The Import Wizard has been updated to set certain fields like the Exchange Rate to valid values if they are not specified in the import file.
10 Jun 2006
General
- A new tick box has been added to the Operator Details screen, on the Styling page, to allow controlling of whether the Operator may access the SQL processor screen. NB: By default this is unticked for all Operators. You should decide which Operators should have access to this screen (usually only accessed by back end support staff), and set these Operators appropriately.
- The add new Operator wizard has been updated to include the above field.
- The main Signet screen has been changed so that if there are messages for the Operator, the Mail button is flashed every second.
CashBook
- The post to General ledger routines have been corrected to consolidate the allocations into a single Bank Account transaction.
- The Recon Report has been corrected so that if the "Include Pending Transactions" tick box is ticked, only transactions from the correct Bank Account are included. previously, it would include transactions from other Bank Accounts.
Debtors
- The Statement Print screen has been completely revamped to make it more user friendly, and provide better functionality. For instance, using the new screen, it is now possible to send EMail statements, exclude these Debtors, send Fax statements, exclude these Debtors, and then print Statements for any remaining Debtors.
Inventory
- When a Supplier is edited or added, and you have cross branch updating enabled, the Average Lead Time, Purchase Order Layout and Payment Terms fields are now copied automatically.
- When a Group is edited or added, and you have cross branch updating enabled, the General Ledger Purchases Account and Comments fields are now copied automatically.
- When a Product is edited or added, and you have cross branch updating enabled, the Special Order Status, Discontinued Product, Recommended Retail Price, Future Recommended Retail Price, All Future Prices and credit VAT Item Number fields are now copied automatically.
- A display problem on the Enquiries screen that caused spurious Purchase Orders to be displayed when no product has been selected has been corrected.
- The Purchase Orders screen has been changed to make the Purchase Order number a continuous number, in much the same way as Invoice numbers for instance. The field has therefore been made a read-only field.
- The Setup screen has been changed, with new fields on the Counters page, allowing entry of the Last used, Free, and Format for the Purchase Order numbers.
- The Setup Wizard has been updated with the above fields.
Order Processing
- A new access item has been added to the Order Processing page of the Operator Groups access control screen to control whether the Operators in the Group have access to the Credit Note Wizard. NB: By default, this is unticked for all Operators. You should decide which Operators should have access to this Wizard (typically only Order Processing Supervisors), and set these Operator Groups appropriately.
- A new field has been added to the document entry screen (Orders, Invoices, Credit notes) to allow entry of an over-riding EMail address for the particular document. If this field is entered, the EMail address on the Debtor master file is temporarily replaced with the entered EMail address when the document is sent via EMail.
- The Listing report has been changed to allow printing of the EMail address.
- The Standing Orders report has been changed to allow printing of the EMail address.
- The Outstanding Orders report has been changed to allow printing of the EMail address.
- The Invoice Layout section has been changed to use the over-riding EMail address if one has been entered.
- The Point of Sale Invoice Layout section has been changed to use the over-riding EMail address if one has been entered.
- The Pro Forma Invoice Layout section has been changed to use the over-riding EMail address if one has been entered.
- The Picking Slip Layout section has been changed to use the over-riding EMail address if one has been entered.
- The Credit Note Layout section has been changed to use the over-riding EMail address if one has been entered.
- The Delivery Note Layout section has been changed to use the over-riding EMail address if one has been entered.
- The Invoice Live Export routines have been changed to allow exporting of the EMail address.
- The Order Live Export routines have been changed to allow exporting of the EMail address.
- The Standing Order Live Export routines have been changed to allow exporting of the EMail address.
- The Credit Note Live Export routines have been changed to allow exporting of the EMail address.
- The Invoice Import routines have been changed to allow importing of the EMail address.
- The Order Import routines have been changed to allow importing of the EMail address.
- The Standing Order Import routines have been changed to allow importing of the EMail address.
- The Credit Note Import routines have been changed to allow importing of the EMail address.
- The Credit Note Wizard has been updated to copy any over-riding EMail addresses to the Credit Notes and Invoices generated by it.
- If an Order can only partially be fulfilled, and Signet generates new backorders based on an Order, the over-riding EMail address is copied to the new Orders.
- When any Standing Orders are posted, the over-riding EMail address is also copied to the new Order.
- The Data Clean Rules screen (accessible from the Utilities / Administrative menu) has a new item to allow data cleansing on the document EMail address.
- A new field has been added to the document entry screen (Orders, Invoices, Credit notes) to allow entry of the payment terms for the document.
- The Listing report has been changed to allow printing of the Payment Terms.
- The Standing Orders report has been changed to allow printing of the Payment Terms.
- The Outstanding Orders report has been changed to allow printing of the Payment Terms.
- The Invoice Layout section has been changed to allow printing of the payment Terms on the layout.
- The Point of Sale Invoice Layout section has been changed to allow printing of the Payment Terms on the layout.
- The Pro Forma Invoice Layout section has been changed to allow printing of the Payment Terms on the layout.
- The Picking Slip Layout section has been changed to allow printing of the Payment Terms on the layout.
- The Credit Note Layout section has been changed to allow printing of the Payment Terms on the layout.
- The Delivery Note Layout section has been changed to allow printing of the Payment Terms on the layout.
- The Invoice Live Export routines have been changed to allow exporting of the Payment Terms.
- The Order Live Export routines have been changed to allow exporting of the Payment Terms.
- The Standing Order Live Export routines have been changed to allow exporting of the Payment Terms.
- The Credit Note Live Export routines have been changed to allow exporting of the Payment Terms.
- The Invoice Import routines have been changed to allow importing of the Payment Terms.
- The Order Import routines have been changed to allow importing of the Payment Terms.
- The Standing Order Import routines have been changed to allow importing of the Payment Terms.
- The Credit Note Import routines have been changed to allow importing of the Payment Terms.
- The Credit Note Wizard has been updated to copy the Payment Terms to the Credit Notes and Invoices generated by it.
- If an Order can only partially be fulfilled, and Signet generates new backorders based on an Order, the Payment Terms is copied to the new Orders.
- When any Standing Orders are posted, the Payment Terms are also copied to the new Order.
26 May 2006
General
- A new field has been added to the Licensing screen to allow entry of a Cell number against a branch.
- The branch add wizard has been changed to include the cell number.
- All EMail address fields throughout the system have been increased in size to 200 characters. This was due to the recent change allowing multiple EMail addresses separated by semicolons. If multiple addresses are entered, the existing fields were not large enough (especially given some of the longer EMail addresses nowadays). This applies to Operators, Branches, Companies, Bank Run Accounts, Creditors, Debtors, Inventory Suppliers, Mail Manager entries, and Vehicle Costing Drivers.
- The Fax Setup screen has been changed to no longer indicate that Outlook is required at each Workstation, as it no longer is. In addition, the check box to save the fax in the drafts folder has been removed, as this is no longer an option.
Creditors
- On the Creditors remittance Advice Printing screen, the [Save in Drafts] tick box has been removed, as it is not longer applicable.
Debtors
- On the Debtors Statement Printing screen, the [Save in Drafts] tick box has been removed, as it is not longer applicable.
Inventory
- The Inventory Re-Order Recommendations report has a new tick box on the Extra Settings page called [Exclude the Forward Cover]. If this option is ticked, the resulting report does not include the forward cover figures. This speeds the report up dramatically.
- A problem on the Inventory Purchase Order print screen that caused faxed Purchase Orders to be lost (generally printed, and not faxed) has been corrected.
- On the Inventory Purchase Order print screen, the [Save in Drafts] button has been removed, as it is not longer applicable.
- On the Inventory Loan Form Printing screen, the [Save in Drafts] tick box has been removed, as it is not longer applicable.
Order Processing
- On the Order Processing Invoice Printing screen, the [Save in Drafts] tick box has been removed, as it is not longer applicable.
- On the Order Processing Credit Note Printing screen, the [Save in Drafts] tick box has been removed, as it is not longer applicable.
- On the Order Processing Picking Slip Printing screen, the [Save in Drafts] tick box has been removed, as it is not longer applicable.
12 May 2006
General
- The EMail sending routines have been changed to send EMail messages directly to an SMTP server, rather than using MS Outlook on each workstation.
- The EMail routines have been changed to handle multiple addresses. For instance, when setting up a Debtor, you can now enter multiple addresses separated by ; and invoices will be copied to the other EMail addresses.
- A spell checker has been added to Signet. In order to use the spell checker, a dictionary file needs to be installed. If the dictionary file was not included in your update, please contact support for download instructions. To access the Spell Checker, press the [F7] function key while the cursor is within any text field (single or multi line), and the text box contents will be spell checked.
- A new field has been added to the System Parameters page to force secure passwords. If this option is ticked, then Operator passwords may not be blank, must contain at least one character, at least one number, and at least one other (special) character. In addition, the password may not contain the Operator initials.
- The System Setup wizard has been altered to include the above field.
- The login procedure has been changed, so that if the above option is set, and an Operator has an insecure password, they are immediately asked to change their password after they have logged in.
- The Operator Details screen has been changed to comply with the above setting when new Operators are added, or existing Operators are edited.
- The Password Change screen has been changed to comply with the above setting.
Bank Runs
- The Bank Run Editing screen has been changed, so that if a Creditors transaction is rejected, a corresponding transaction is posted to the CashBook module.
Debtors
- The Statement routines have been changed to calculate the running balance field correctly, using the Unallocated amounts, rather than the full transaction amount.
- The check for transactions has been moved from the Debtors main screen to the Start-up screen. Therefore, this check will no longer be performed for each user when they start the Debtors module for the first time, but rather just once per day, for the first Operator to login.
General Ledger
- The check for an "out-of-balance" situation has been moved from the General Ledger main screen to the Start-up screen. Therefore, this check will no longer be performed for each user when they start the General Ledger module for the first time, but rather just once per day, for the first Operator to login.
Inventory
- The Transaction Transfer In and Transfer Out Entry screen has been changed to set the focus to the product field, rather than the Purchase Order field. This was done, as the majority of transactions would not involve a Purchase Order.
- The Receipt screen has been changed, so that if a Purchase Order number is entered, and a reference number was entered on the Purchase Order, this number is automatically copied to the second reference number field on the receipt screen.
Order Processing
- The Setup screen has a new tick box called "Advanced Logging". This option is intended to provide support personnel with advanced logging capabilities, and should not be enabled unless requested by support.
- The Invoice and Credit Note reprint routines (accessible from the Invoice and Credit Note viewer screens respectively) have been changed to prompt for the destination. Allowed destinations are Printer, Preview, EMail, and Fax.
26 Mar 2006
Debtors
- The Age Analysis report has been changed to include the Credit Limit if there is one.
- The Listing report has been changed to include the Payment Terms in the credit information column.
General Ledger
- The Transaction Import wizard has been changed to calculate the Period correctly after transactions are imported.
- The Batch Posting routine has been changed to validate that there are no transactions in the batch with an unknown period prior to allowing the batch to be posted.
- The Financial Report Writer has been changed to treat all quantity fields as positive, rather than following the sign of the account (i.e. showing Credit accounts as negative).
- The Recalculate Balances routine has been changed to include Inactive children account when calculating the balance for an account. This is due to the fact that an account may be marked inactive as it is no longer being used, but has a previous balance.
Inventory
- A new facility has been added to allow for Inter Branch Purchase Orders. The process for a branch to generate a purchase order on the head office is as follows:
- A purchase order is generated at the branch, selecting the Head Office as the source branch, and entering the products they wish to order.
- Signet uses the Average Cost from the source branch as the product cost.
- This purchase order can be edited, or other actions taken, without any notifications being sent to head office.
- Once the products are finalised, the purchase order should be printed at the branch. This provides a paper trail, and indicates to Signet that the purchase order is ready. The Inventory / Reports / Purchase orders menu has been changed to include a new button to print Inter Branch purchase orders.
- Similar to the standard Supplier purchase orders, a facility is provided to re-print the Purchase Order.
- Notification messages are now sent via the internal messaging system to one or more Operators at the head office.
- One of these operators should print the purchase order at the head office (using the Inventory / Transactions / Print Purchase Orders menu). This step is optional, but provides a document that can be used as the picking ticket for the head office stock control personnel to pick the order.
- Again, facilities are provided to re-print the Purchase Orders.
- Once the goods are ready for shipping to the branch, the transactions are entered as transfer out transactions. The transfer out transaction screen has been changed to allow entry of the purchase order number, and it will then proceed in much the same way as a receipt against a purchase order.
- In addition, the [In Transit] flag is ticked automatically.
- In much the same way as Purchase orders against regular suppliers and Receipt transactions, the Purchase Order will be automatically marked as Completed once all products have been transferred. Should a situation arise where certain products cannot be supplied, the purchase order can manually be marked as completed using the Purchase Order viewer screen.
- When the branch actually receives the goods, they use the Inventory / Transactions / In Transits screen to actually receive the goods into stock.
- Alternately, the transfer out transaction at the head office can be bypassed, and a transfer in transaction done at the branch, where the screen has once again been modified to allow entry of the purchase order number. In this case, the goods are not automatically marked as being in transit.
- A new button has been added to the Setup / Layouts / Purchase Orders menu to allow setting up of the Purchase Order Layout for Inter Branch purchase orders. This layout is similar to the regular purchase order layout, except that there are no Supplier related fields, and new fields have been added for the Source Branch, Destination Branch, and Product Location against the lines.
- The Print Purchase Orders button on the purchase order viewer screen has been changed to display a menu of the available purchase order types, rather than immediately displaying the purchase order printing screen.
- The Live Export routines for the Purchase Orders has been modified to allow exporting of the Source Branch.
- The Purchase order import routine has been modified to allow importing of the Source Branch.
Order Processing
- The Order Viewer screen has been changed to include the Client Order Number when searching.
- The Update Ledgers routine has been changed to verify that the user starting it is the only user running an Update Ledgers. If another user has already started an Update Ledgers process, the second user is shown a message to this effect.
- The Order Confirmation and Advanced Order Confirmation screens have been corrected to check for stock on hand correctly.
01 Mar 2006
Debtors
- A problem on the Audit Trail report that caused all receipts to be totalled under the section Discounts in the summary section has been corrected.
Order Processing
- The Credit Note wizard has been changed to disable the BACK button when the last page has been reached. This is due to the fact that the Credit Note has already been generated at this point in time, and Operators should no longer return to the previous pages, as this would create a duplicate Credit Note.
- The POS entry screen has been changed to validate the action date prior to storing the Invoice.
- The Credit Note wizard has been changed to validate the action date prior to storing the Credit Note.
- The Update Ledgers routine has been changed to verify that the user starting it is the only user running an Update Ledgers. If another user has already started an Update Ledgers process, the second user is shown a message to this effect.
09 Feb 2006
General
- The error logging routines have been changed to provide better information when errors occur.
Inventory
- The Audit Trail report has been changed to include any decimal places (e.g. if 1.5 of a product are received or transferred).
Mail Manager
- The Find Duplicates report has been updated to allow matching of entries with duplicated EMail addresses.
- The Find Duplicates report has been updated to allow printing of the EMail address.
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