© 2015 Pronto Software Limited. All rights reserved.

Pronto Software © 2015 Software Version: 720.2 Release Notes

Page ii Commercial in Confidence

© 2015 Pronto Software Limited. All rights reserved.

Service Pack Release Notes, Version 720.2

Trademarks

® Pronto, Pronto (logo), P (logo), Pronto Software, Pronto Xi, Pronto Xi Dimensions, and Pronto Enterprise Management System are trademarks registered by Pronto Software Limited (ABN 47 001 337 248) in Australia, USA and other countries.

™- trademarks of Pronto Software Limited (ABN 47 001 337 248)

IBM® and Cognos® are trademarks of International Business Machines Corporation.

Disclaimer

The information contained within this document is provided on an 'as is' basis, is subject to change without notice, and is not warranted to be error-free.

Contents

Release Notes Software Version: 720.2 Pronto Software © 2015

Commercial in Confidence Page iii

Contents

Introduction ................................................................................................................................................ 1

Pronto Xi Rapid Application Development (RAD) .................................................................................. 2

Release 7.2v2.2 .......................................................................................................................................... 2

Miscellaneous ............................................................................................................................................... 2

Release 7.2v2.1 .......................................................................................................................................... 2

Oracle ............................................................................................................................................................ 2

Release 7.2v2.0 .......................................................................................................................................... 2

Miscellaneous ............................................................................................................................................... 2

Intelligence ................................................................................................................................................ 3

Data Intelligence ....................................................................................................................................... 3

64090 - DI Objects - Population Options Change in Maintenance .................................................... 3

65077 - Data Intelligence Column order is Incorrect ............................................................................. 3

65112 - DI Report Drillback Link Available When Column Order Changed ...................................... 3

65444 - DI Object Creation Not Showing Correct Values ..................................................................... 3

65515 - DI Wizard Not Showing Full Field Description ............................................................................. 4

65635 - Label Display on DI Project Filter Parameters ............................................................................ 4

65682 - Duplicate 'S' Shortcut Keys for DI Maintain Project ................................................................... 4

Alert Intelligence ....................................................................................................................................... 5

65427 - Alert Intelligence Dictionary Issue ................................................................................................ 5

65764 - Dynamic Value Function Working for User Defined Table Fields ........................................... 5

Foundation ................................................................................................................................................. 6

System Administration ............................................................................................................................... 6

62713 - Fast Supplier Invoice Entry Issue ................................................................................................... 6

64372 - Different Service Centre Warning is not Displaying .................................................................. 6

64766 - Prompt Description Not Appearing On Screen ........................................................................ 6

64842 - Incorrect Description for Leave Type L ....................................................................................... 6

64858 - Cannot Find a New Employee Once Created ......................................................................... 6

64953 - MRP Enquiry Mode in Inventory Maintenance .......................................................................... 7

65108 - Vehicle Type Can Be Set To Blank in Employee Maintenance .............................................. 7

65145 - Fast Supplier Invoice Entry Issue ................................................................................................... 7

65188 - Manual Cash Payment Not Allowing Negative Payments ..................................................... 7

65237 - Upgrade Not In Transaction Error Message ............................................................................... 7

65239 - Currency Code Screens Not Showing Correct Help Content ................................................ 8

65248 - Time Dimension and Fixed Assets Issue ....................................................................................... 8

65288 - Bank Code Missing From Foreign Bank Revaluation ................................................................ 8

65368 - Getting One Sided GL Journal on Supplier Invoice Variance ................................................ 8

65382 - Manual Cash Payment Issue ........................................................................................................ 9

65396 - Field Code PRSC Not Working in Label Layout ......................................................................... 9

65498 - User Cannot Open Maps Browser Outside Pronto Xi Window ............................................... 9

65749 - Cannot Allocate a Variance in AP if Splitting Invoices............................................................ 9

65837 - Project Model Cognos Implementation ..................................................................................... 9

Application Services ............................................................................................................................... 10

65390 - System Audit Purge Does Not Open Audit File paf.csv ......................................................... 10

Contents


Page iv Commercial in Confidence

Component Libraries ............................................................................................................................... 11

62359 - Weekly Timesheet Clears Existing Non-normal Hours ............................................................. 11

64956 - Keyword Build - Public Exportable Procedure for Additional words ................................... 11

65013 - POS Public Mode on Resume Data Grid .................................................................................. 13

65028 - Conflict Between Tender Type Hot Key and Stock Keyword ............................................... 14

65047 - Cost Recalculate Processing Problem...................................................................................... 14

65123 - Copying a Sales Order Sets the Territory Value to Spaces.................................................... 14

65153 - Work Order Generated in Multiples of 10................................................................................. 14

65215 - Selective Notification Not Notifying All Engineers ................................................................... 15

65252 - Sales Order Remains Locked after Invoice is Reprinted ........................................................ 15

65298 - I/O Error Occurs When Processing ASN in Batch Mode ......................................................... 15

65510 - AI Events SMS Notification - Public Exportable Procedure .................................................... 15

65551 - Change of Sales Order Line Costs on Transfer Order Update .............................................. 16

65602 - POS Public Exportable Procedure for Scale Weights GTIN ................................................... 16

65652 - Split Fill Tolerance Checking Incorrect ...................................................................................... 16

65667 - Cannot Filter On Total Ordered Amount Field in SO Enquiry ................................................ 17

65750 - Joining Sales Orders Linked To Work Orders ............................................................................ 17

65844 - Modify Supplier Payments - New Parameter ........................................................................... 17

Upgrade System ...................................................................................................................................... 18

64729 - Processing PO Tax Exemptions in Version Upgrade................................................................ 18

64782 - GLAPP History Record Incorrectly Inserted .............................................................................. 18

65317 - Upgrading Shipments with Archived Purchase Orders .......................................................... 18

65353 - Upgrade Issue with Shipments .................................................................................................... 18

65415 - Upgrade Dashboard Procedure Progress ................................................................................ 19

65475 - Add Confirmation Messages For Upgrade Maintenance Tasks .......................................... 19

65598 - Upgrade to 720 Truncating trans-ref From Archive ................................................................ 19

65739 - Creating Application Service Administrators on Upgrade ................................................... 19

65793 - Add Upgrade Data Conversion for WMS Location Types ..................................................... 19

65835 - Conversion of Issue Control Codes on Upgrade To 720 ........................................................ 20

Financials ................................................................................................................................................. 21

Accounts Receivable ............................................................................................................................. 21

63979 - Unable to Drill Down on the Payment Allocation ................................................................... 21

64341 - Invoice Due Date Incorrect For Reinstated Invoice ............................................................... 21

64482 - Modifying Territory Code on Customer Not Updating Keywords ........................................ 21

64861 - Credit Limit Not Checking Sales Order Tax .............................................................................. 21

64974 - Receipt Cancellation Not Reversing Original Receipt .......................................................... 22

65055 - Single Keyword Search Not Returning Results ......................................................................... 22

65069 - Error Message "Currency code is not valid" Being Displayed ............................................... 22

65087 - CRM Rep Code Conversion ....................................................................................................... 22

65163 - Unable To Issue Negative Receipt on Fully Paid Backorders ................................................ 22

65187 - Customer Notes Edited With Blank Lines Update Previous Audit ......................................... 23

65189 - User Default Email Address Overwrites Existing Email Address ............................................. 23

65260 - Customer Transaction Data Grid View Loading Slowly ......................................................... 23

65264 - Manual Invoice Out of Balance Batch ..................................................................................... 23

65406 - Customer Aged Balance Screen Shows Sales Total Incorrectly .......................................... 24

65414 - Search Postcodes by Suburb during AR Account Copy ....................................................... 24

65431 - Receipt Cancellation Posting Wrong Amount ........................................................................ 24

65553 - Incorrect Tax Analysis Details for Cash Receipt Write Off ..................................................... 24

65679 - Receipt Cancellation Is Not Reversing Transacted Currency .............................................. 24

65715 - Name and Address User-Only Fields ......................................................................................... 25

Contents


Commercial in Confidence Page v

65784 - CRM Rep Codes Not Getting Converted with Bulk Rep Conversion .................................. 25

65839 - GL Batch out of Balance on Manual Invoices ........................................................................ 25

Accounts Payable ................................................................................................................................... 26

62953 - GL Supplier Journal - Foreign Issue ............................................................................................ 26

64255 - AP Settlement Discount to Always Apply ................................................................................. 26

64489 - Four New Fields and Tab Added to Selective Invoice Payment ......................................... 26

64808 - Invoice Authorisation Generates Supplier Integrity Error ....................................................... 26

64897 - EFT Log Does Not Show Full Bank Account Number .............................................................. 26

64910 - Foreign Supplier Invoice Posting Out Of Balance ................................................................... 27

65050 - Tax Entity Not Populated If Supplier Control Not Set By Type ............................................... 27

65056 - Sort/Default View Does Not Display From the First Record ................................................... 27

65061 - Supplier Rebates - Claim Reversal ............................................................................................. 27

65104 - TPAR Report Missing Supplier on Report ................................................................................... 27

65140 - PO Integrity Caused When Part Invoicing On Order PO ....................................................... 28

65182 - Unable to Change Pay To Code in Maintain Supplier Screen ............................................. 28

65204 - AP Transaction Detail Not Showing on Drill Down .................................................................. 28

65271 - Supplier Code Conversion Program Does Not Update Supplier ......................................... 28

65421 - Tax Group is Populated Incorrectly When Changing Tax Amount ..................................... 28

65461 - Create Help Context ID for Upload and Unload Layout Screens........................................ 29

65578 - Supplier Master Balance is Checking Archived Transactions ............................................... 29

65590 - AP Reference Change Delete CI Invoice Date ..................................................................... 29

65616 - Zero Divide Error Occurs When Generating Claim (SREB T001) ............................................ 29

65712 - Purchase Order Status Incorrect on Shipment When In Transit ............................................ 29

Fixed Assets .............................................................................................................................................. 30

64913 - I/O Error When Bulk Disposing a Non-existing Asset ................................................................ 30

64961 - Introduced a Check on Dates at Calendar Generation ...................................................... 30

65032 - Asset Integrity and Improvement/Revaluation ....................................................................... 30

65101 - Issues With Fixed Asset Module In 720 - Negative WDV ......................................................... 30

65120 - Depreciation Reporting Incorrect WDV ................................................................................... 30

65144 - Allow Revalue/Improve Asset Once Only Within the Same Batch ..................................... 31

65181 - Maintain Assets Function Does Not Refresh ............................................................................. 31

65217 - Record Already Exists Error When Process Adjust Depreciation ........................................... 31

General Ledger ....................................................................................................................................... 32

63449 - Removing Direct Payment Shows Reversal Trans With Wrong Sign ..................................... 32

64806 - Reversing Journals Do Not Recognise Negative Percentage.............................................. 32

64902 - GL Prior Period Adjustment Journal Not Responding ............................................................. 32

64934 - Error Occurs When Entering Chinese Character Into Details ............................................... 32

64946 - General Ledger Journal Issue ..................................................................................................... 32

65074 - GL Account Balance Does Not Match Sum of Transactions ................................................ 33

65078 - Summary Row Description Missing ............................................................................................ 33

65092 - Cash Flow Projection is not Accurately Forecasting Payroll ................................................. 33

65094 - GL Trans Update Status is not Showing on the GL Trans Screen .......................................... 33

65195 - Removing L Type Trans Incorrectly Updates Unpresented List ............................................. 33

65367 - GL Security Rebuild Issue ............................................................................................................. 34

65373 - No Validation on Entry of Special Account Name................................................................. 34

65424 - GL Integrity Report Running Slowly ............................................................................................ 34

65440 - GL Consolidation Errors With Z Accounts .................................................................................. 34

65672 - Chinese Character Not Displaying Correctly on GL Period View........................................ 34

65741 - Informix Error 202 - An Illegal Character Found ....................................................................... 34

65818 - GL Consolidation Shows Incorrect Z Account Balances ....................................................... 35

Contents


Page vi Commercial in Confidence

Payroll and Human Resource Management (HRM) ............................................................................. 36

65020 - Payment Summary Report Line G Error on Item 4/W/U ......................................................... 36

65023 - Reason Code Is Duplicating In Leave History Screen ............................................................ 36

65197 - Correction of Hours Removes Pay Code ................................................................................. 36

65364 - Unable To Load Negative RDO Hours Through Timeclock .................................................... 36

Distribution ................................................................................................................................................ 37

Sales Orders ............................................................................................................................................. 37

63122 - Wholesale Price of Promotion Discount Line ........................................................................... 37

63251 - Promotion of Imported Credit Note Is Of Wrong Sign ............................................................ 37

63730 - Item Substitution for Tally Method .............................................................................................. 37

64228 - Unbalanced GL Batch When Adding Charge on Project Order ........................................ 37

64297 - Bulk Despatch Prints Only For Last Order .................................................................................. 37

64345 - ZROUND Created When Kit is Entered with Alternative UOM ............................................... 38

64406 - Error on Credit Note Entry Causes CN Without Warehouse .................................................. 38

64419 - Now Special Discount for UOM Maintained When UOM Changed ................................... 38

64582 - Order Balance Field on Invoice Is Duplicating Charge Amounts ........................................ 38

64681 - Inventory Integrity Error Caused By Credit Note ..................................................................... 38

64682 - Serial Link Lost During Pick/Pack When Line is Short Shipped ............................................... 39

64685 - Proforma Pricing Incorrect .......................................................................................................... 39

64726 - Missing GST Information at 'Line Values in Local' .................................................................... 39

64763 - Cannot Credit and Recharge a Kit Item at New Price 0 ...................................................... 39

64818 - Due Date Incorrect on Consolidated Invoice After Update ................................................ 39

64840 - Quotation Line Entry Now Allows 20 Chars in Item Code Field ............................................ 40

64851 - Closed Customer Account With Open Bill-To Can Create Invoice .................................... 40

64852 - Quotation Line Description Overridden Correctly .................................................................. 40

64914 - Sales Configurator Value Image Not Displayed ..................................................................... 40

64923 - Four Decimals in PO Order Quantity Field Displays a Pack Quantity Message ................ 41

64924 - Variable Image Not Displayed After Dependency Error Message ..................................... 41

64970 - SOQUOTEDAY Environment Issue ............................................................................................... 41

64972 - Removed or Returned Serial Number Cannot be Picked ..................................................... 41

64989 - SO Import Not Running in Background ..................................................................................... 41

65002 - SO Released To Picker While Being Edited In Another Session ............................................. 42

65019 - Incorrect Quantities in Sales Order Picking Location ............................................................. 42

65042 - Promo Engine Not Applying Exclusivity to Multi Deals ........................................................... 42

65049 - No GST Appearing on Invoices when entering item groups ................................................ 42

65072 - Invoice Number Assigned to Backorder .................................................................................. 42

65085 - Zero Price Reason Code Message Prompted More Than Once ......................................... 43

65089 - Keyword Search Not Showing All Fields as Expected ............................................................ 43

65116 - COD Account – 1st Sales Order Processed Going on Credit Hold ..................................... 43

65139 - Updated Consignment Orders Report Tax Amount Integrity Error ...................................... 43

65142 - Transfer Sales Order Can Be Updated Before Completion .................................................. 43

65172 - Tally Note Lines Are Not Retained When Sales Order Split .................................................... 44

65194 - Incorrect Discount Rounding Amount Is Applied ................................................................... 44

65201 - Cannot Despatch Joined Order After Items Have Been Picked ......................................... 44

65245 - include/i5createsol Passing Wrong Parameter ....................................................................... 44

65268 - Entry of Tax Codes for Special Sales Order Lines .................................................................... 44

65279 - Discount Not Applied to Style/Colour/Size Items .................................................................... 44

65281 - Sales Order Line Details Cleared When Exiting Correct Mode ............................................ 45

65295 - Display of Warning Message for Tally Item............................................................................... 45

65302 - Sales Order Update Locking and BO Split ............................................................................... 45

Contents


Commercial in Confidence Page vii

65303 - Charge Line Duplicated For Joined Orders ............................................................................. 45

65324 - Orders Created When Account Closed .................................................................................. 45

65354 - Find Item Function Does Not Reposition the Cursor ............................................................... 45

65371 - Not All Matches For the Keyword Are Displayed .................................................................... 46

65401 - Changing Carrier Can Lead To Wrong Connote Number ................................................... 46

65434 - Screen Resize Corrupting Quotation Order Line Quantities ................................................. 46

65442 - Attempting to Insert Into a Table That Didn't Exist .................................................................. 46

65462 - Multi Print Function Mode Not Showing .................................................................................... 46

65474 - Removing a Sales Order Causes I/O Error ................................................................................ 47

65483 - Order Response Original PO Price Formatting Issue ............................................................... 47

65492 - RF Picking Generates I/O Error 'Record contents changed' ................................................ 47

65495 - Special Pricing Based On The Alternate UOM ........................................................................ 47

65517 - GL Customer Rebate Posting Split Missing a Code ................................................................ 47

65571 - Sales Order Cannot Be Allocated When All Stock Is Available ........................................... 48

65591 - Stock Movement Is Not Populated With The Service Call Number ..................................... 48

65612 - Credit Hold Order Release Not Refreshing When Filter Used ................................................ 48

65620 - I/O Error Encountered During Load Work Orders .................................................................... 48

65641 - Customer Status Validation on Quote Convert To Sales Order ........................................... 48

65648 - Address Lines 6 And 7 Required In SO Import .......................................................................... 49

65649 - Records Not Cleared After Sales Order Update From POS Refund .................................... 49

65659 - Split Sales Order Retains Invoice Detail From Original Order ................................................ 49

65684 - Copy Order in CRM Console Causing Inventory Integrity Error ............................................ 49

65704 - GL Coding Not Removed When Sales Order Is Cancelled .................................................. 50

65752 - Credit Note Not Picking Up Correct Tax Code ....................................................................... 50

65755 - Incorrect GTIN Information Printed On Carton/SSCC Labels ............................................... 50

65782 - Customer Managed SO Lines Not Showing Delivery Address .............................................. 50

65847 - Change of Sales Order Delivery Date Updating WMS .......................................................... 50

65865 - Updating Sales Order with a Linked Transfer Order ............................................................... 51

Inventory Management .......................................................................................................................... 52

64427 - Records Displayed for Sales Orders with Line Type WN ......................................................... 52

64462 - Inventory Movements Display Incorrect Sales Order ............................................................. 52

64498 - Different Status for WMS and Sales Order ................................................................................ 52

64592 - Archive Serial Number Issue ........................................................................................................ 52

64746 - Serials Put On QA Hold Can't Be Released .............................................................................. 53

64915 - Update New Supplier Buy Price Function Not Updating ....................................................... 53

64916 - Inventory Enquiry Console Displaying Incorrect Figures ........................................................ 53

64940 - Notional Costing Problem ........................................................................................................... 53

64947 - Changing Item Details for a Kit Item ......................................................................................... 53

64950 - Keywords Not Generating on the Insert of Item Records...................................................... 54

64966 - Item Enquiry Shows First Item Record for Invalid Item ............................................................ 54

64977 - Record Locking Error on Bulk Stock Conversion ...................................................................... 54

65029 - Inventory Enquiry Console .......................................................................................................... 54

65052 - Price Level 4 Heading Was Being Displayed Twice ................................................................ 54

65053 - Wrong Stock Balance Value in Inventory Depreciation Report .......................................... 55

65064 - Due Out Mode Not Displaying Any Results In Inventory Enquiry .......................................... 55

65093 - Manual Recalculation of Average Cost for Cost Method B ................................................ 55

65097 - Inventory Enquiry Console Not Showing Sales Details ........................................................... 55

65115 - Record Item Usage Direct to a General Ledger Account from a Warehouse Location 55

65130 - Replacement Cost Recalculation Causes Integrity Error ...................................................... 56

65213 - Bill of Materials Copy - Style/Colour/Size Item ......................................................................... 56

65218 - Desc Mode Renamed as Keyword ........................................................................................... 56

Contents


Page viii Commercial in Confidence

65232 - Unnecessary Audit Trail Entries for Item Costing BOM ID ....................................................... 56

65351 - Escape From Item Return Leaves GL Batch In Progress ........................................................ 57

65376 - Can Set Tax Codes in Inventory Price Record When Denied Access................................. 57

65383 - Inventory Enquiry Console Order Drill Down Screen Issue ..................................................... 57

65389 - Standard Cost of S/C/S Items Not Recosted ........................................................................... 57

65507 - Stock Quantity Not Considering Defined Number of Decimals ........................................... 57

65680 - Convert/Upgrade Items - Unit Cost Issue ................................................................................. 58

65683 - Direct Transfer of Serial Traceable Items .................................................................................. 58

65706 - Item Code Not Found Using Customer's Item Code .............................................................. 58

65740 - Stock Integrity Showing 'No Stock Supplier' ............................................................................. 58

65806 - Stock Copy of a Generic Bill With Route ID ............................................................................. 58

65836 - Quick Inventory Maintenance Not Showing Supplier Discounts .......................................... 59

65843 - Count Mismatch for Stocktake of Serialised Items ................................................................. 59

Purchase Orders ...................................................................................................................................... 60

63139 - Specials on Contract Orders ...................................................................................................... 60

63553 - Manually Scheduled PO Lines Not Split To Backorder ........................................................... 60

64105 - Merging Shipment Does Not Update Invoice Total ................................................................ 60

64302 - Receipt of Subcontract Purchase Orders for Serialised Items .............................................. 60

64303 - Purchase Order Line Sequence Change Causing System Hang ........................................ 60

64484 - Delivery Docket Number Not Saved ......................................................................................... 61

64520 - Purchase Order Lines are Generating with Correct Information ......................................... 61

64577 - Invoice Total on Shipment Should Exclude Charges ............................................................. 61

64583 - Multiple Record Errors Fixed ........................................................................................................ 61

64616 - Warehouse Replenishment with No Stock On Hand .............................................................. 62

64749 - Missing Field Titles on the Purchase Blanket Order ................................................................. 62

64816 - Deselect Mode Is Missing ............................................................................................................ 62

64886 - Shipment Charges Rounding Issues .......................................................................................... 62

64957 - PO Shipment Goods Receipt Incorrectly Posting IN and IR .................................................. 62

64964 - Special Line in Purchase Order is Posted Twice ...................................................................... 63

64968 - Project Related PO Backorder Being Created Unnecessarily .............................................. 63

64981 - Cannot Purchase an Asset with a Trade In .............................................................................. 63

65012 - Foreign Shipment Value Not Displayed .................................................................................... 63

65068 - Incorrect Duty If Supplier Price Per Greater Than One .......................................................... 63

65081 - Find Mode In Approve Requisition Screen Retains Suffix ....................................................... 64

65083 - Shipment Foreign Value Changes For Estimates .................................................................... 64

65117 - Warehouse Replenishment - Retain Minimum Stock Level ................................................... 64

65126 - Out Of Balance Batch Posting For Shipment ........................................................................... 64

65131 - Print Shows Received Tax Only ................................................................................................... 64

65134 - Receipt By Item in Using GTIN Does Not Display Description ................................................ 65

65136 - Purchase Order Not Removed From Shipment ....................................................................... 65

65160 - No Estimated Delivery Date on Replenishment Transfer Order ............................................ 65

65162 - Reorder Report Taking a Long Time to Run ............................................................................. 65

65168 - Changing Currency on a Purchase Order .............................................................................. 65

65171 - Cannot Insert a Note for a Line with a Decimal Sequence No ........................................... 66

65185 - Maintaining a Purchase Order with Project and Cost Category ........................................ 66

65211 - Items On No Supply Cannot Be Reordered ............................................................................. 66

65216 - PO Requisition Copy Correct Delivery Instructions ................................................................. 66

65250 - GST Tax Rate% Not Displaying In PO Lines Enquiry Screen .................................................... 66

65269 - Incorrect Posting to Purchase Variance Account ................................................................. 66

65272 - PO Edit Sets Status to Approval Required Incorrectly ............................................................ 67

65289 - PO Note Lines Not Being Displayed .......................................................................................... 67

Contents


Commercial in Confidence Page ix

65300 - Approve Mode Unavailable In Requisition Approval ............................................................ 67

65309 - Keywords Enquiry of Supplier Code Issue ................................................................................. 67

65369 - Replenishment Transfer Orders Not Loaded Into WMS .......................................................... 67

65381 - Purchase Order In Transit Quantity Set To Backorder ............................................................ 68

65478 - PO Audit Record Not Cleared When Running in Batch Mode ............................................ 68

65486 - Note Lines Not Refreshed When Clicking PO Lines................................................................. 68

65525 - PO Charges Estimate Screen Shows Incorrect Help Context ............................................... 68

65650 - Duty Amount Incorrect When Supplier Price Per Greater Than 1 ........................................ 68

65757 - GL Masking Filter Type R Not Working Correctly ..................................................................... 69

65798 - Updated PO Removed From Shipment.................................................................................... 69

65883 - Receipt Quantity Incorrect After Order Split ........................................................................... 69

Sales and Marketing ............................................................................................................................... 70

Customer Relationship Management ................................................................................................... 70

64162 - PgUp/PgDn Keys Not Working Properly in CRM E001 Screen ............................................... 70

65039 - CRM Sync Not Sending Through Expected Data to Outlook ............................................... 70

65040 - Attribute Audit Logs Not Displaying in Audit Log Screen ...................................................... 70

65071 - Leads/Opps and Contact Search Not Showing Direct Matches ........................................ 70

65157 - Lead Search Not Returning the Expected Results .................................................................. 71

65275 - Search Shows All Rep Records ................................................................................................... 71

65276 - Transactions Data Grid Is Losing Currency ............................................................................... 71

65277 - Customer Rep Code Not Updating CRM Account Rep Code ............................................ 71

65335 - Descending Data Sort is Displaying Transaction Records ..................................................... 71

65360 - Rep Code Gets Inserted and Updated in CRM Accounts Contacts.................................. 72

65385 - CRM Account Dedup Shows Original Account No. On Both Sides .................................... 72

65398 - Removing CRM Account Does Not Remove Contacts/Sites ............................................... 72

65465 - CRM > Data Mining > Attributes > Select Mode Issue ........................................................... 72

65696 - Bulk Account Deletion Issues ...................................................................................................... 72

65699 - Cannot Change the Contract End Date ................................................................................. 73

Point of Sale.............................................................................................................................................. 74

63098 - Payments on Resumed Sale ....................................................................................................... 74

64737 - Can't Resume a Backorder That Has a Coupon .................................................................... 74

64933 - POS Not Showing Special Line ................................................................................................... 74

64944 - Picking Slips Converting To Quotations..................................................................................... 74

65141 - Cash Threshold Warning Not Displayed If 'LOGIN' Macro Used ........................................... 75

65310 - Stock Warehouse Details Created Incorrectly In AT Mode .................................................. 75

65372 - Multiple Promotions with Exclusivity are Incorrectly Applied ................................................ 75

65433 - Ingenico POS Masked Pan Details ............................................................................................ 75

65450 - Stock Balance Incorrect After POS Transfer ............................................................................. 75

65452 - Rounding Issue on Per Item Price Shown on Item Description ............................................. 76

65484 - RPOS Coupons and Special Lines.............................................................................................. 76

65489 - Incorrect Rep Code is Populated in POS ................................................................................. 76

65491 - SO Date Not Updated in POS When Converting Quote to Order ....................................... 76

65524 - Validated Refunds Allowing Multiple Refunds ........................................................................ 76

65530 - Unable to Refund When Quantity is Less Than 1 ..................................................................... 77

65568 - Cancelled POS Receipts are Flagged ARCHIVED .................................................................. 77

65610 - It takes a long time to search for document ID with AT mode ............................................ 77

65614 - POS Delete Suspended Orders Function Report Information Line ...................................... 77

65711 - Kit Price Changing ........................................................................................................................ 78

65722 - Credit Card Surcharge not Calculating Upon Refund .......................................................... 78

65728 - Promotion Discount Applied Multiple Times ............................................................................ 78

Contents


Page x Commercial in Confidence

65761 - Incorrect Qualifier Lines When Two Promotions Are Applied ............................................... 78

65783 - POS Double Refund When POS Item Is Repriced After Payment ........................................ 79

Supply Chain Management ................................................................................................................... 80

Distribution Requirements Planning (DRP) ............................................................................................. 80

64938 - MRP Consideration of DRP Lead Time for Orders ................................................................... 80

65849 - Include Credit Notes in Demand for DRP Processing ............................................................ 80

Advanced Forecasting ........................................................................................................................... 81

64893 - Incorrect Quantity Adjustment Using Adjust History ............................................................... 81

65331 - Advanced Forecast Generates Long Transaction Error ........................................................ 81

Warehouse Management System ......................................................................................................... 82

61985 - Printing of Kit Header Lines on Warehouse Picking Slip ......................................................... 82

63676 - Sorted Location Incorrect During Warehouse Location Entry .............................................. 82

63862 - Joining Transfer Sales Orders in A Type 3 (WMS Controlled) Warehouse ........................... 82

64903 - Detailed Order Processing Issue ................................................................................................ 82

64928 - Sort Analysis Code Was Not Printing On Pallet Tickets ........................................................... 82

64952 - Pick Start and Stop Times Incorrect ........................................................................................... 83

65035 - RF Receipt by Shipment with Designated Inwards Staging .................................................. 83

65224 - Cannot Release a Sales Order if the Picker is Picking a Job ................................................ 83

65347 - Pick Jobs Sent to RF in Wrong Order ......................................................................................... 83

65512 - Planned Quantity Not Displayed in Work Centre Scheduling .............................................. 83

65564 - Manual Close of Box Causing Pick Location Errors ................................................................ 84

65596 - Two Step Replenishment Allows Stock to Go Negative ........................................................ 84

65669 - Exiting RF Pick at Location Entry Point ....................................................................................... 84

65730 - Transfer Order Processed As Normal Order ............................................................................. 84

65785 - Release Order Issue ...................................................................................................................... 85

EasyEDI ..................................................................................................................................................... 86

64800 - Supplier and Vendor Codes Not Returned in EDI Flat Files ................................................... 86

64803 - Invoice Details Not Populated In GL Details ............................................................................ 86

64814 - ORDERS File Items With Discounts Not Giving Price Errors ...................................................... 86

65241 - Incoming ASN File All Orders Processed ................................................................................... 86

65413 - Now EDI Postcode Sent in a Separate Field ............................................................................ 86

65640 - EDI Address ID set ......................................................................................................................... 87

65678 - I/O Error Loading Incoming ASN ................................................................................................ 87

65697 - EDI Order Response Document Header Incorrect ................................................................. 87

Catalogue Management ....................................................................................................................... 88

65304 - Issue With Inventory Created From Catalogue Item.............................................................. 88

65306 - Stock Catalogue - Update Supplier Prices .............................................................................. 88

Manufacturing Management ................................................................................................................. 89

Manufacturing Management ................................................................................................................. 89

60871 - Disassembly Work Order - Serialised Item ................................................................................. 89

63832 - Incorrect Component Consumption in Alternate Unit of Measure ..................................... 89

64097 - Gross Requirement Doubled in MRP for Contract Order ...................................................... 89

64124 - Sales Order Configured Items .................................................................................................... 89

64270 - Quantity Change of an In-Progress Work Order ..................................................................... 90

64591 - Incorrect Dates for MRP Planned Quantity .............................................................................. 90

64804 - MRP Release Planned Order Creates PO for Supplier on QA Hold ..................................... 90

64925 - Dependencies on Multiple Variables Causes Wizard Issues ................................................. 90

64969 - Production Entry - Work Orders Accepts a Blank Item Code ............................................... 91

Contents


Commercial in Confidence Page xi

65005 - MPS Maintenance/Enquiry Screen Is Blank .............................................................................. 91

65026 - Sales Configurator Wizard Not Using Correct Gen Code ..................................................... 91

65041 - Wizard Section Description Not Saved On Entry Mode ......................................................... 91

65138 - Work Order Status Report Not Showing Completed Quantity ............................................. 91

65240 - Item Backflushed Byproduct Not Booked Into Stock ............................................................. 92

65330 - MPS Bulk Add and Remove Not Working ................................................................................. 92

65397 - Work Order Quantity Linked to Sales Order Incorrect ........................................................... 92

65419 - Bulk Work Order Issue - Labour and Special Items .................................................................. 92

65511 - Labour Scheduling Report Not Displaying Planned Information ......................................... 92

65513 - Incorrect Used Hours in Work Centre Scheduling ................................................................... 93

65533 - Subcontract PO Not Created During Bulk Work Order Issue ................................................ 93

65609 - MPS Firm Planned Order Creation ............................................................................................. 93

65617 - Sales Order / Work Order Link Problem..................................................................................... 93

65674 - Disassembly Order - Item Backflushed...................................................................................... 93

65794 - Issue with Routings on Phantom Items and Grouping Codes .............................................. 94

65805 - Configurator - Formulated Routes ............................................................................................. 94

65816 - Load Work Orders Removing GST for Sales Orders for Kit ...................................................... 94

65834 - Production Entry - No Work Order Does Not Perform Backflush ........................................... 94

Asset and Facility Management ............................................................................................................ 95

Rental / Contract ..................................................................................................................................... 95

64614 - Tax Issue on Rental Contract ...................................................................................................... 95

64824 - Cannot Action Rental Credits .................................................................................................... 95

65001 - Rental Contract Lines with Invoice To Dates ........................................................................... 95

65311 - Print Format Field Has Been Removed From 710 .................................................................... 96

65375 - Rental Rate Type Issue ................................................................................................................. 96

65439 - Contract Billing Report Invoice Issue ......................................................................................... 96

65479 - Receive “Lost Contract” When Passing [accountcode] ...................................................... 96

65581 - Prevent Error when Changing Date Due In on Rental Line ................................................... 96

65582 - Finishing a Contract Using the Status Mode Doesn't Finish Contract .................................. 97

65624 - Rental Invoice Lines Truncating Serial Number ....................................................................... 97

65802 - Error with Rental Invoice Date Calculation .............................................................................. 97

Project Costing Management ................................................................................................................ 98

63307 - Subcontract Agreement Open Variations Issue ..................................................................... 98

64544 - Original Budget on Contract ...................................................................................................... 98

64948 - Claim Schedule - Variation Approval Issue ............................................................................. 98

64949 - Variation Reversing the Status .................................................................................................... 98

64973 - Hire Timesheet Transaction Using Incorrect Scale to Post ..................................................... 98

64982 - Copying a Project Doesn’t Reset the Claim Numbers .......................................................... 99

65025 - Return Pick Not Showing in Project Chargeout Screen ......................................................... 99

65033 - Branch Profit Takeup Does Not Select all Projects .................................................................. 99

65156 - Chargeout Amount Not Displayed For Invoiced Transactions ............................................. 99

65208 - Budget Update Not Correct ....................................................................................................... 99

65286 - Hired Asset Timesheet Correction Causing Incorrect Costs ................................................ 100

65291 - Foreign Currency Subcontractors Claims Are Mixing .......................................................... 100

65346 - Summary by Category Type Issue ........................................................................................... 100

65425 - Blank Customer on Z Type Projects.......................................................................................... 101

65464 - Claim Invoice Type CN Problem .............................................................................................. 101

65473 - Wrong Cost Category Description Displayed ....................................................................... 101

65490 - Cannot Select Inc. Variations Option ..................................................................................... 101

65494 - Project Will Close Despite Retention Flag............................................................................... 102

Contents


Page xii Commercial in Confidence

65622 - Subcontractor Progress Claim Not Correct ........................................................................... 102

65642 - Project Integrity Correct Error Even in Report Mode ............................................................ 102

Maintenance Management ................................................................................................................. 103

63336 - Average Per Day Values Not Calculated Correctly ............................................................ 103

64320 - Monitor Readings of Downwards Measurements ................................................................. 103

64787 - Integrity Not Deleting Keywords with Missing Plant Item Master Records ........................ 103

64935 - Plant Item Request Enquiry has Errors When Changing Details.......................................... 103

64951 - Forecast Work Order Materials Get Incorrect Warehouse Code ...................................... 103

65209 - New Work Order Not Creating With Previous Parent Project ............................................. 104

65283 - Monitor Point Readings Not Importing from Flat File ............................................................ 104

65384 - Max Per Day Value = 24 for ‘Add Value Meter’ Input Type ............................................... 104

65432 - Monitor Point Readings Not Importing from Flat File ............................................................ 104

65446 - Monitor Points & PM Task Linking Validation .......................................................................... 104

65556 - Unable To Raise Material Order on WO in Forecast Status ................................................. 105

65746 - Keyword Search Working Differently Between Versions ...................................................... 105

65796 - BCM Monitor Point Not Working Correctly ............................................................................. 105

Service Management ........................................................................................................................... 106

64492 - Call Notes Slow to Save and Delete ....................................................................................... 106

64606 - Activities Stop Transaction Leaving Call In Progress ............................................................. 106

64854 - Adding a New Serial to the Serial Selection Screen ............................................................. 106

64945 - Full Serial Screen Displays the Wrong Serial Information ...................................................... 106

64955 - Keyword Can't Be Used For Searching ................................................................................... 106

65007 - Negative Time Posts Positive Chargeout and Job Cost Amounts ..................................... 107

65044 - Problem with Creating New Service Engineer Codes ......................................................... 107

65058 - User Names in Data Grids Truncated to 10 Characters ....................................................... 107

65075 - PO Over Approval Limit Doesn't Change the PO Status ..................................................... 107

65096 - Kit Item is Priced Incorrectly in Service Invoice ..................................................................... 107

65124 - Pressing F2 in Call Maintenance Is Blanking Fields ................................................................ 108

65155 - Crediting the Full Invoice Has Wrong Dates .......................................................................... 108

65159 - Service Contract Invoicing Posting Out Of Balance Batch ................................................ 108

65161 - Error in Notes of Cleared Service Call ..................................................................................... 108

65207 - Service Call Address Incorrect When Serial Link to Contract ............................................. 109

65226 - Informix Error 111 When Escaping Out of Action Field on Call ........................................... 109

65227 - Service Docket Serial Number Issues ....................................................................................... 109

65236 - Error in Maintaining Service PM Calls ...................................................................................... 109

65246 - Service Contract Credits Creating Unearned Income Error ............................................... 110

65251 - Item Code Problem When Creating a Service Call ............................................................. 110

65255 - Timesheets Not Updating Correctly ........................................................................................ 110

65257 - Call Maintenance Address Does Not Refresh When Serial No. Changed ....................... 110

65267 - Service Notes Error Occurs When Trans or Engineer Occurs ............................................... 110

65287 - PM Call Notes Gives an Error Message ................................................................................... 111

65400 - Service Call Quotes with Cancelled Quotes ......................................................................... 111

65482 - Service Bulk On / Off Hold Jobs not working ......................................................................... 111

65521 - Cannot Raise Invoice, Error 111 ............................................................................................... 111

65535 - Split Orders Are Not Appearing on the Service Call ............................................................ 111

65597 - Level Tax on SO Created for 'O' Level Customer is Wrong ................................................. 112

65633 - Sales Order Created From PM Has No Rep ........................................................................... 112

65636 - Can Allocate Engineer from Masked Service Centre ......................................................... 112

65643 - Predictive Q&A Won't Be Asked Before Call Closure .......................................................... 112

65707 - Invoice Error Logs are Mixed with the Invoice Summary Report ........................................ 112

Contents


Commercial in Confidence Page xiii

65780 - Duplicate Engineer Transaction Appearing After Docket .................................................. 113

Phase6 Reports ...................................................................................................................................... 114

64506 - Phase6 Custom Sales Reports Not Producing Prior Year Data ........................................... 114

64853 - Phase6 Usage of Resources Report Not Displaying All Data .............................................. 114

64899 - Phase6 Trial Balance Report Prints Zero Balance When Set No ......................................... 114

64900 - Phase6 Daily Sales Analysis Report Not Showing Full Charge ............................................ 114

65221 - Phase6 Project Transaction By Cost Category Report ......................................................... 115

65261 - Inventory Fill Report Intermittently Doesn’t Work On the XML ............................................ 115

65349 - Phase6 GL Detail Trans By Account Report Receives I/O Error .......................................... 115

Introduction


Commercial in Confidence Page 1

Introduction

The purpose of these release notes is to provide details of all changes included in this service pack release that relate to the Pronto Xi product.

The first part of this document covers the major changes to the Pronto Xi application modules.

The second part of this document includes all the detailed updates and changes made to the Pronto Xi application modules.

Before upgrading to this release, ensure that all information is read and acted upon if necessary.

Caution: It is possible that late changes made to Pronto Xi before the service pack release are not included in this document.

Pronto Xi Rapid Application Development (RAD)


Page 2 Commercial in Confidence

Pronto Xi Rapid Application

Development (RAD)

The following changes have been made since the previous service pack release.

Release 7.2v2.2

Miscellaneous

Fixed problem passing default field value to before_accept trigger. Fixed issue where the current row in a screen was not repositioned on after returning from a

child program if the screen contained a select with a sort.

Release 7.2v2.1

Oracle

Changed optimiser hint to force reading using descending index when needed rather than relying on the optimiser.

Release 7.2v2.0

Miscellaneous

Fixed memory leak in 4GL runtime which occurred when returning from a child program invoked by an SPL statement that did not specify the EXTERNAL or LEAVE-FILES-OPEN clauses.

Fixed extra character inserted for fixed-length-text objects. Force the use of TLS rather than the insecure SSL protocols wherever used.

Intelligence



Intelligence

Data Intelligence

64090 - DI Objects - Population Options Change in Maintenance

Create a DI Object project and select to populate the table once. In subsequent maintenance on the DI object project, the selected population options change to Populate the table - by scheduling an Application Service. The method changes also to Replace or insert. These are incorrectly displayed, the original options selected do stand but if the user hastily committed this 2nd pass through maintenance, then the data population regime for the object would certainly change from what was originally intended.

A change has been made to prevent the system from changing the original population option.

Key Data Module/Function: DI M002

65077 - Data Intelligence Column order is Incorrect

Selecting all fields will sort the fields using the field name. It should be sorted on how they appear in the object.

A change was made to sort the fields using the field sequence rather than field name.


65112 - DI Report Drillback Link Available When Column Order

Changed

When moving the columns for a column that is greater than 10 in the column order, the drillback option was disappearing if the drill back data is dependent on information from another field.

This issue has been fixed and the drillback option will remain as it is even after the column has been moved.


65444 - DI Object Creation Not Showing Correct Values

When a calculation within a DI Object project is set to aggregate, the Preview DI Object option is not aggregating the calculated field correctly.

This issue has been fixed and the values are getting aggregated as expected.


Intelligence



65515 - DI Wizard Not Showing Full Field Description

The DI Project wizard was not displaying the full name of fields over 40 characters.

This issue has been fixed and the field descriptions are shown in full.


65635 - Label Display on DI Project Filter Parameters

The description label is not displayed on filter parameters when the parameter count is greater than nine. The field is still able to be entered; it is just difficult to distinguish what it is. The label is not being displayed because the entry of the parameter field value is using the space. The position where the parameter is entered has been moved to ensure the label will still get displayed.


65682 - Duplicate 'S' Shortcut Keys for DI Maintain Project

The Maintain DI Project screen has duplicate shortcut keys for S. This makes it hard for keyboard users to navigate.

A change was made to make sure that there are no duplicate shortcut keys. The User Notes mode now has N as shortcut and the Status mode has U as a shortcut.


Intelligence



Alert Intelligence

65427 - Alert Intelligence Dictionary Issue

Program is referring to user dictionary and distributor dictionary objects without opening correct dictionaries first. This is resulting in errors because the dictionary suffix is not set.

This issue has been fixed to ensure that the dictionaries are opened correctly (with correct suffixes) so that custom and distribution objects can be accessed correctly.

Key Data Module/Function: AI M001

65764 - Dynamic Value Function Working for User Defined Table

Fields

The use of dynamic values in the email text for AI events based on user-defined files was not being handled correctly.

This issue has been fixed and the dynamic value function is working as expected for user defined tables.


Foundation



Foundation

System Administration

62713 - Fast Supplier Invoice Entry Issue

When entering an I type supplier invoice with an amount, this amount is not set as default on the prompt Inc Tax Amount.

This issue has been fixed.

Key Data Module/Function: AP T020

64372 - Different Service Centre Warning is not Displaying

Warning message for a different service centre between call and engineer does not appear on the first record added. It only appears on the second record.

A change was made to make the warning message appear on all entered records.

Key Data Module/Function: PROJ M154

64766 - Prompt Description Not Appearing On Screen

If the ALTTAX override program is used, the prompt description for the tax is not being displayed on the screen.

This has been updated to correctly display the prompt for the entry field.

Key Data Module/Function: SYS M157

64842 - Incorrect Description for Leave Type L

The payroll-leave-type-desc object used for Business Intelligence reporting was incorrectly setting the payroll L type description to Leave Accrual rather than Long Service Leave.

This issue has been fixed so that when using the L payroll leave type on Business Intelligence reports, it will correctly display as Long Service Leave once the description tables are loaded again, either manually or through the upgrade process.


64858 - Cannot Find a New Employee Once Created

Employees added without a payroll number are not displayed in Employee Maintenance (SYS X084). This employee maintenance is only used where payroll is not used so payroll number is not mandatory.

A change was made to show all employees regardless of payroll number.


Foundation



64953 - MRP Enquiry Mode in Inventory Maintenance

The MRP Enquiry mode that is available from the Inventory Maintenance (INV M138) function is processed using the enquiry filter values. The standard filter values can be used or customised filters can be created. The creation and maintenance of the custom filters has been updated to replicate the functionality available in the MRP enquiry. This aligns the two filter methods so that each will produce the same results.

Key Data Module/Function: INV M138, SYS M163, SYS M021

65108 - Vehicle Type Can Be Set To Blank in Employee

Maintenance

Users were not allowed to set the vehicle type to Blank when entering a new employee or updating an existing employee in the Employee Maintenance screen. A warning message Invalid Car Code Entered is displayed when the vehicle type field is left blank.

A change has been made in the Employee Maintenance screen to resolve the issue. Users can now create a new employee or update an existing employee by leaving the Vehicle Type field blank. The Employee Maintenance screen also displays the appropriate descriptions of the following fields:

Payroll Number State Department Location Code Sub Code Category Code Classification Vehicle Description


65145 - Fast Supplier Invoice Entry Issue

Enter H as the General Ledger account code for holding rechargeable of a supplier invoice. Then select the Suspend mode and this causes an error in the system.



65188 - Manual Cash Payment Not Allowing Negative Payments

Functionality has been reinstated where Manual Cash Payment will allow negative cash payment to reverse incorrect postings.


65237 - Upgrade Not In Transaction Error Message

Correct transaction handling has been implemented so that the upgrade does not return the Not in Transaction error if falling back to extract on error on direct database SQL.


Foundation



65239 - Currency Code Screens Not Showing Correct Help

Content

Four currency screens were not displaying the correct help file content when asked for.

SYS M218 – Currency Code Maintenance SYS M225 – Local - Foreign Currency Maintenance SYS M229 – Foreign - Foreign Currency Maintenance SYS M231 – Currency Code Type Maintenance

This issue has been fixed, so that the correct Pronto Xi Help content will be shown for each screen.

Key Data Module/Function: SYS M218, SYS M225, SYS M229, SYS M231

65248 - Time Dimension and Fixed Assets Issue

Current population of time dimension does not consider the acquisition dates of fixed assets. It only selects the earliest financial transaction. Some assets that are acquired using takeup do not have financial transactions; therefore they are not displayed in Business Intelligence.

A change was made to consider fixed asset acquisition date when populating time dimension.


65288 - Bank Code Missing From Foreign Bank Revaluation

When the user selects a bank code through the Bank Account Selection screen, the Foreign Bank Revaluation screen does not display the selected bank code. This is causing confusion for users.

The issue has now been fixed and the Foreign Bank Revaluation screen now displays the bank code when the user selects a bank code from the Bank Account Selection screen.


65368 - Getting One Sided GL Journal on Supplier Invoice

Variance

A purchase order can be created without a project or a cost category in the header level, and then entering those details at the purchase order line level. Then when invoicing the purchase order, the supplier invoice can be created for an amount greater than the purchase order total. If the Purchasing Procedures Major Function Flag, Approval/Auth for Supplier Invoice is set to 4 or 8, even though the variance is not greater than the Max invoice Variances, the Payment Approval would be required based on the Purchasing Officer's Invoice Limit. If the Invoice Variance recosting transaction required approval, the approval system created an imbalanced General Ledger batch.

This issue has been fixed to correctly do the recosting and write the amounts to the correct General Ledger accounts.


Foundation



65382 - Manual Cash Payment Issue

When using a General Ledger code for manual cash payment, the system is now checking to ensure the user has the right to access the General Ledger code before proceeding further.


65396 - Field Code PRSC Not Working in Label Layout

In the System Administration module, in Labels Maintenance, when generating a test label for a layout that contains PRSC, it says that PRSC is not handled.

A change has been made so that the correct value will be displayed for the PRSC field code when generating a test label.


65498 - User Cannot Open Maps Browser Outside Pronto Xi

Window

Scripting errors were occurring when using the Maps button for service calls in the Call Maintenance by Call Number (SERV M096) function. This button uses the default internet browser to show a Google Map location of the customer’s address in a pop-up window. A scripting error is returned that cannot be resolved. However, pasting the URL directly into the internet browser does not generate a scripting error.

This issue has been fixed. A new record IEMAPOPEN has been added into the Customised Program Codes - PR code table to allow the user to open up the browser outside the Pronto Xi window when they are looking for maps.

Key Data Module/Function: CRM M047

65749 - Cannot Allocate a Variance in AP if Splitting Invoices

When processing a supplier invoice, the user cannot allocate a variance in AP if splitting invoices.

With this change, the user is able to allocate the variance in Fast Invoice Entry if splitting invoices.


65837 - Project Model Cognos Implementation

Created synonym for gl-master in local data source.

gl-master is needed in the Pronto Xi data source as it needs to be joined to job-cost-trans to determine whether trans is linked to WIP account.

Also did the IBM Cognos modelling and updated the Project package.

Foundation



Application Services

65390 - System Audit Purge Does Not Open Audit File paf.csv

The output file paf.csv is not created. This results in an I/O error of No such file or directory.

This issue has been fixed and the file will now be created if it does not exist.

Key Data Module/Function: APPS M001

Foundation



Component Libraries

62359 - Weekly Timesheet Clears Existing Non-normal Hours

Only Normal hours are allowed to be entered in the Weekly Timesheet Entry screen. When a timesheet record is entered using the Normal Timesheet Entry screen and 1.5, double, or 2.5 hours are entered, these other pay code hours will be deleted and only normal will be retained when changed using the Weekly Timesheet Entry screen.

A new public exportable procedure called public-weekly-timesheet-options has been added to allow the Weekly Timesheet Entry screen to accept multiple pay codes. This procedure returns a variable that will enable the Weekly Timesheet Entry screen to accept multiple pay codes. The default is TRUE.

Normal time will still be entered through the main screen. If the user wanted to enter the other pay code hours, they must select the Hours Charged mode. The new screen will not process other transaction types except Work. Allowances should be entered using the Normal Timesheet Entry screen.


64956 - Keyword Build - Public Exportable Procedure for

Additional words

A new public exportable procedure has been added to the primary dictionary trigger and full rebuild component clib/tlibkeywords. Full details of this public exportable procedure can be found in the SDK including an example of its use.

procedure public-override-keywords export

This public component allows override of the various text strings that are passed to the keyword build procedure. The array of text fields are passed and can be overridden or extended based on the keyword type and the actual record details passed in the key field array

Not all keyword types pass through this logic - the ones marked * do

<P1>> Keyword Type - see below for types

TLIBKEYWORDS_TYPE_DEB_MASTER 10 *

TLIBKEYWORDS_TYPE_NAME_AND_ADDRESS_MASTER_DEB 11 *

TLIBKEYWORDS_TYPE_DEB_CUST_NOTES 12

TLIBKEYWORDS_TYPE_CRE_MASTER 20 *

TLIBKEYWORDS_TYPE_NAME_AND_ADDRESS_MASTER_CRE 21 *

TLIBKEYWORDS_TYPE_MAILER_MASTER 30 *

TLIBKEYWORDS_TYPE_MAILER_NAMES 31 *

TLIBKEYWORDS_TYPE_MAILER_NAME_NOTES 32

TLIBKEYWORDS_TYPE_MAILER_FORECASTS 33

TLIBKEYWORDS_TYPE_MAILER_FORECAST_NOTES 34

TLIBKEYWORDS_TYPE_MAILER_SITES 35 *

Foundation



TLIBKEYWORDS_TYPE_STOCK_MASTER 40 *

TLIBKEYWORDS_TYPE_STOCK_NOTES 41

TLIBKEYWORDS_TYPE_STOCK_WAREHOUSE_DETAIL 42

TLIBKEYWORDS_TYPE_STOCK_SUPPLIER 43

TLIBKEYWORDS_TYPE_STOCK_UNIT_CONVERSION 44

TLIBKEYWORDS_TYPE_PLANT_MASTER 70

TLIBKEYWORDS_TYPE_PLANT_MASTER_DETAIL 71

TLIBKEYWORDS_TYPE_PLANT_PM_TASK_DETAIL 72

TLIBKEYWORDS_TYPE_PLANT_PM_TASK 73

TLIBKEYWORDS_TYPE_JOB_NOTES 74

TLIBKEYWORDS_TYPE_JOB_COST_MASTER 75

TLIBKEYWORDS_TYPE_PLANT_JOB_DETAIL 76

TLIBKEYWORDS_TYPE_PLANT_JOB 77

TLIBKEYWORDS_TYPE_SERVICE_CALL_MASTER 80

TLIBKEYWORDS_TYPE_SERVICE_CALL_HISTORY 81

TLIBKEYWORDS_TYPE_SERVICE_CALL_NOTES 82

TLIBKEYWORDS_TYPE_CONTRACT_MASTER 90 *

TLIBKEYWORDS_TYPE_NAME_AND_ADDRESS_MASTER_CONT 91 *

<P2> Keyword Sub Type - see below for type codes

TLIBKEYWORDS_SUBTYPE_NOT_APPLICABLE ZERO

TLIBKEYWORDS_SUBTYPE_CRM_ACCOUNT 3001

TLIBKEYWORDS_SUBTYPE_CRM_CONTACT 3002

TLIBKEYWORDS_SUBTYPE_CRM_LEAD 3003

TLIBKEYWORDS_SUBTYPE_CRM_OPPORTUNITY 3004

TLIBKEYWORDS_SUBTYPE_CRM_SITE 3005

TLIBKEYWORDS_SUBTYPE_PLANT_ITEM 7001

TLIBKEYWORDS_SUBTYPE_PLANT_PM_TASK 7002

TLIBKEYWORDS_SUBTYPE_PLANT_WORK_ORDER 7003

TLIBKEYWORDS_SUBTYPE_PLANT_WORK_REQUEST 7004

TLIBKEYWORDS_SUBTYPE_PROJECT_COSTING_WORK_ORDER 7005

<P3> Keyword Masking code

<P4> Key fields array

<P5> Keyword text array

Foundation



<P6> Number of keyword texts

<R1> Keyword text array - default is <P5>

<R2> Number of Keyword texts - default is <P6>

65013 - POS Public Mode on Resume Data Grid

Two new public exportable procedures have been added to the pos/p50pos program to allow the definition of a public mode on the Resume Orders data grid. This mode is defined by one on these new procedures and the action as to what occurs when used and what is refreshed is controlled by the other.

The SDK contains full details including examples but the basic parameters, etc. are shown below.

procedure public-determine-if-public-resume-mode-active

Public procedure to allow control over whether a public/user-defined mode is exposed on the POS Resume screen

<P1> The current Store ID

<P2> The current Terminal ID

<P3> The current Operator ID

<P4> Sales Order status - which is controlling which orders to show.

<R1> Public mode active - default FALSE

<R2> Public mode prompt - default SPACES

<R2> Public mode help - default SPACES

procedure public-resume-mode-procedure

Public procedure to allow control what occurs when the public mode is processed on the POS resume screen

<P1> The current store ID

<P2> The current terminal

<P2> The current operator

<P2> The current order status

<R1> Refresh Flag - i.e. what happens upon return to the screen detail - default SPACES

case "R"

refresh review

Key Data Module/Function: POS M017

Foundation



65028 - Conflict Between Tender Type Hot Key and Stock

Keyword

Version 670 only checked for an item code that matched tender type and did not include keyword checking. This keyword checking has been removed in 700/710/720.

With this change, a public exportable procedure called public-lookup-stock-keyword has been added to the pos/p50pos program to allow the user to decide whether to include lookup keyword or not.


65047 - Cost Recalculate Processing Problem

The automatic setting of the warehouse standard cost will not be performed when the standard cost changes from either:

Zero to a non-zero value, or Non-zero to zero

A manual update would need to be used as this may cause a switch between the cost used.

This rule has now been changed. The update of the cost will be allowed and a new public exportable procedure has been added to the stk/m47costs program to turn off the update if required.

Key Data Module/Function: INV T026 Major Function Flags: Cost to Use to Value Stock = B

65123 - Copying a Sales Order Sets the Territory Value to Spaces

When a sales order is copied using the Copy/Schedule (SO M122) function, and the Customer Defaults flag is set to Y, the program would create a sales order with a blank territory code if the Type Default major function flag in Sales Order Entry/Edit Procedures (SYS M326) function was set to D. When this major function flag is set to D, the program will get the territory code from the user's settings in the User Access Control (SYS M195) function.

A new public exportable procedure called public-override-territory-for-copied-order has been created in the so/m5copyso program to allow users to override how the territory code has been generated from that major function flag setting.

Key Data Module/Function: SO M122

65153 - Work Order Generated in Multiples of 10

In the Manufacturing module, when a work order is created for an item with storage type = B (bulk), the work order number generated by the system is always the next available number that ends in zero.

A public exportable procedure called i9wocommon-public-use-bulk has been added so that customers can use the existing WO number generation code for bulk storage type items.

Key Data Module/Function: MANU M027

Foundation



65215 - Selective Notification Not Notifying All Engineers

When multiple engineers are attached to a service call they might belong to a different work centre than that on the service call. If the Selective Notification process is used to notify engineers that they have been allocated to a service call, the system will only notify those engineers that are from the same work centre to that on the service call. This means that not all engineers are being notified that they have been allocated to a service call from a different work centre.

A new public exportable procedure called public-send-engineer-notification has been added to the service/s10notify program to allow for all engineers to be notified even if they are not from the work centre set up on the service call.

Key Data Module/Function: SERV M036

65252 - Sales Order Remains Locked after Invoice is Reprinted

Sales order remains locked after invoice is reprinted. This stops the sales order from being updated.

A change has been made to unlock the sales order if there is no more processing after the invoice is reprinted. Also, a public exportable procedure called public-pause-after-invoice-print has been created in the so/m54custom program to allow the user to continue without pause in the Finish screen after an invoice is printed.

Key Data Module/Function: SO E007

65298 - I/O Error Occurs When Processing ASN in Batch Mode

I/O errors were occurring when processing EDI files in batch mode due to the accept fields.

A public exportable procedure called public-set-new-expected-date has been added to the edi/meldesadvf program to bypass the accept fields.


65510 - AI Events SMS Notification - Public Exportable Procedure

A new public exportable procedure has been added to the AI Events program $BMS/events. This procedure allows control over how the event processes if the event notification method is set to SMS.

The standard program will generate an email to an SMS provider. The example that is shown in the SDK is one that will perform a direct call-url to a SMS provider. Below is the basic SDK text but further information including the example is found in the SDK.

procedure public-determine-notification-method export

This public procedure can be used to override the SMS email method of notification and for example replace it with an http request.

<P1> Event ID

<P2> Filename

<P3> Triggering Program name

<P4> Operation Type

<P5> Email text array

Foundation



<R1> Process standard send method - default = TRUE

<R2> Log text

<R3> Log data


65551 - Change of Sales Order Line Costs on Transfer Order

Update

A public exportable procedure called public-override-sol-line-cost has been added to the so/m5invoice program to allow the shipped cost to be changed for transfer orders when items are valued at warehouse standard cost. This new procedure does not affect the cost used in GL posting or stock movements.

Key Data Module/Function: SO T017 Major Function Flags: Cost to Use to Value Stock = W or B

65602 - POS Public Exportable Procedure for Scale Weights GTIN

A new public exportable procedure has been added to the POS program (pos/p50pos) to allow the program to derive the required item code for a scale weight based GTIN.

The SDK has a full description including an example, and the primary parameters are described below:

procedure public-check-if-scale-weight-gtin

The purpose of this procedure is to allow a valid stock code to be returned from the GTIN when processing scale weight barcoded items.

<P1> Current stock code

<P2> Flag to denote if a the item is a scale barcode

<R1> The new value of the stock code - default is <P1>


65652 - Split Fill Tolerance Checking Incorrect

In the Manufacturing module, when creating a work order and using the split fill functionality, the split fill tolerance checking is incorrect.

A public exportable procedure called public-split-fill-tolerance-method has been added to the bom/m9womaint program so that by default split fill tolerance checking will behave as per previous to the 710 version release. Tolerance checking performed correctly and displays an error message if outside the tolerance. The public exportable procedure provided allows you to use the changes introduced from the 710 version.


Foundation



65667 - Cannot Filter On Total Ordered Amount Field in SO

Enquiry

When performing a lookup on the sales order number in the Sales Order Edit (SO M053) function, the Sales Order Enquiry screen shows a list of sales orders. Within this window the Total Ordered Amount field could not be filtered.

This issue has been fixed and the Total Ordered Amount field can now be filtered, sorted, aggregated and highlighted.


65750 - Joining Sales Orders Linked To Work Orders

When performing a join in sales order despatch between an order and a suffixed order, a duplicate entry error will result if both orders are linked to work orders. The join process has been updated to recognise and handle potential duplicate data creation.


65844 - Modify Supplier Payments - New Parameter

A new parameter has been added to this function to allow a specific supplier code to be passed and hence this can be called from a screen that is already current on a supplier.

<CALLING_METHODS>

<METHOD>

<DESC> Modify Payment Details for a specific supplier

<P1> '-auto'

<P2> Supplier code

Key Data Module/Function: AP M034

Foundation



Upgrade System

64729 - Processing PO Tax Exemptions in Version Upgrade

The method used to upgrade purchase orders and create the relevant tax exemption records is not correct and data is being missed. The upgrade process has been updated to process purchase order tax exemptions correctly.


64782 - GLAPP History Record Incorrectly Inserted

The upgrade process is putting a value into the period 12 history record for the value of the appropriation amount.

With this change, no history record is created for appropriation amount.

Key Data Module/Function: SYS

65317 - Upgrading Shipments with Archived Purchase Orders

The upgrade of purchase order shipments from version 670 to later versions of Pronto Xi does not handle completed shipments correctly. When the purchase orders related to the shipments have been archived, the shipment status is being changed from completed to an In Transit status. Once a shipment is complete it should not be set back to an earlier status.



65353 - Upgrade Issue with Shipments

The procedure called upgrade-shipments-shiphead-6766 is not running in the correct sequence, causing data to not be populated.

This issue has been fixed and now currency details for shipments with foreign currency purchase orders attached are correctly updated when upgrading from Pronto Xi versions 670 or less.


Foundation



65415 - Upgrade Dashboard Procedure Progress

Split trans deduping procedures so that each procedure is only doing a single extract, so that the upgrade can report on progress in these procedures. Add report progress to these procedures.

Affects the following:

fix-dups-o-gl-trans-archive-7070 fix-dups-o-gl-trans-archive-and-trans-7070 fix-dups-o-cre-trans-archive-7070 fix-dups-o-cre-trans-archive-and-trans-7070 fix-dups-o-deb-trans-archive-7070 fix-dups-o-deb-trans-archive-and-trans-7070

Add checks to these and other procedures to handle possible non-existence of o- files.


65475 - Add Confirmation Messages For Upgrade Maintenance

Tasks

Confirmation messages have been added to the troubleshooting options available within the upgrade dashboard, to allow easier recognition of task completion.


65598 - Upgrade to 720 Truncating trans-ref From Archive

Customer has upgraded from Pronto Xi 700 to 720 and the trans-ref has been stripped off the last two characters when moving data from deb-trans-archive to deb-trans.

With this change, trans-ref has been copied from deb-trans-archive to deb-trans correctly.


65739 - Creating Application Service Administrators on Upgrade

For Pronto Xi versions 700 and above, a table exists to hold the list of administrators for Application Services. If upgrading from an earlier version of Pronto Xi, the default application services user will be added as an administrator if the following are TRUE:

There are no administrators currently defined and The default application services user exists as a valid system user.


65793 - Add Upgrade Data Conversion for WMS Location Types

A data conversion for WMS location types has been added for upgrades to Pronto Xi version 720. The data conversion is to handle new fields for the definition of pallet and carton maximum quantities.


Foundation



65835 - Conversion of Issue Control Codes on Upgrade To 720

When upgrading to Pronto Xi version 720, a number of existing issue control codes are split off to new fields. The data conversion procedure for this is producing unreliable results and items are ending up with incorrect values. This can result in the behaviour of the item being changed.

The conversion procedure has been updated to ensure that the correct item code is getting updated with the correct values.


Financials



Financials

Accounts Receivable

63979 - Unable to Drill Down on the Payment Allocation

Unable to drill down on the payment allocation when customer account payments are received by EFTPOS through POS.

With this change, the users are able to drill down on the payment allocation for the customer account payments that are received by EFTPOS.


64341 - Invoice Due Date Incorrect For Reinstated Invoice

When an archived invoice is being reinstated, the due date is incorrect.

This has been updated to have the correct due date as the original invoice.

Key Data Module/Function: AR X019

64482 - Modifying Territory Code on Customer Not Updating

Keywords

When the territory code on a customer record was updated, and keywords are being used, the keywords were not being rebuilt.

This issue has been fixed so that if the territory code is changed, the customer keywords will be rebuilt when confirmed.

Key Data Module/Function: AR M001

64861 - Credit Limit Not Checking Sales Order Tax

A customer can be set up with a credit limit. When a sales order is entered, the sales order total amount including the tax should compare with the available credit amount to decide whether the sales order set the customer over the credit limit.

Before, the sales order total excluding the tax was considered to do the credit check. This has now been fixed to use the sales order total including the tax amount to compare against the available credit amount.


Financials



64974 - Receipt Cancellation Not Reversing Original Receipt

Receipt cancellation is not reversing the original receipt posting if GL intercompany posting flag is set to 2.

With this change, the receipt cancellation has reversed the original cash receipt correctly.

Key Data Module/Function: AR T023

65055 - Single Keyword Search Not Returning Results

When a customer keyword search was performed for a single word, no matching results were returned, even though there were matching records. Territory masking was also not being applied correctly to returned results.

This issue has been fixed. Single word searches will now return results, and if territory masking is applied, the correct results for that masking will be returned.


65069 - Error Message "Currency code is not valid" Being

Displayed

When using the Bad Cheque function to cancel a receipt for a local currency customer, the error message Currency code is not valid is being displayed.

With this change, no more error messages are displayed when processing a bad cheque for a local currency customer.


65087 - CRM Rep Code Conversion

Users were not able to transfer a particular account from one sales representative to another. Instead, the CRM Rep Code Conversion screen was transferring all the accounts for the old sales representative to the new representative similar to the bulk conversion.

The issue has been fixed and users can transfer a particular account from one sales representative to another.


65163 - Unable To Issue Negative Receipt on Fully Paid

Backorders

User is unable to issue receipt of negative value for refunds for fully paid backorders.

With this change, users can issue receipt of negative value for fully paid backorders.


Financials



65187 - Customer Notes Edited With Blank Lines Update Previous

Audit

If a blank line was entered onto a customer note using the WP mode, the Changed On date and the Login Id details for notes entered previously were being updated, rather than just the note lines that were added. This meant that audit details for previously entered note lines were being incorrectly updated.

This issue has been fixed and when new lines are added to customer notes using the WP mode, only those note lines changed or added will be updated with the current date and login ID of the user affecting the change.


65189 - User Default Email Address Overwrites Existing Email

Address

If a default value has been set on the Email Address field in the Customer Maintenance function, that default value will appear for every customer record when being viewed regardless of whether the customer has an email address set up or not.

This issue has been fixed so that if a customer has an email address, and a default value is being used, the existing email address will be displayed. The default value will only appear when there is no email address set up.


65260 - Customer Transaction Data Grid View Loading Slowly

The Customer Transaction screen is taking a few seconds to load, when it should be immediate.

A change was made to lessen the I/O on the Customer Transaction screen to improve the speed of operation.


65264 - Manual Invoice Out of Balance Batch

Creating a manual invoice using an order level tax and using job.cat as a GL account creates an unbalance batch. The GL other side is also not populated for STAX when job.cat is used as GL account both for order and line level tax.

A change was made to correct the batch. The GL other side for STAX was also populated with the correct GL account.


Financials



65406 - Customer Aged Balance Screen Shows Sales Total

Incorrectly

The Customer Aged Balance screen shows aged balance and sales total for the bill to account, not the ship to account.

With this change, the Customer Aged Balance screen now shows sales total and aged balance correctly against the ship to account.


65414 - Search Postcodes by Suburb during AR Account Copy

When a user is copying an existing customer account to create a new customer account by selecting Extra > Copy, the Customer Copy screen copies the address of the existing customer across to the new customer along with the postcode. When the user tries to change the postcode using the help (F2), the Postcodes by Postcode screen is displayed. In this screen, when the user clicks on the Suburb option, the screen just closes and takes the user back to the Customer Copy screen and blanks out the postcode. The user has to go back into the Postcodes by Postcode screen and manually search the list by scrolling up or down.

This issue has now been fixed and users can search and select a postcode through the Suburb option.


65431 - Receipt Cancellation Posting Wrong Amount

If you have an unallocated cash receipt that has been part allocated and then fully allocated when you cancel the receipt, only the value of the first allocations is cancelled.

With this change, all the allocations are cancelled and the value is posted correctly.


65553 - Incorrect Tax Analysis Details for Cash Receipt Write Off

Incorrect Tax Analysis details when doing a cash receipt write off for an invoice which has lines as GST exempt as well as GST.

With this change, the write off amount is apportioned by differing tax codes.


65679 - Receipt Cancellation Is Not Reversing Transacted

Currency

Receipt cancellation is not reversing original transacted currency posting when GL intercompany MFF flag is set to 2.

With this change, the correct transacted currency is reversing when processing receipt cancellation.


Financials



65715 - Name and Address User-Only Fields

The full set of user-only-fields from the name-and-address-master record have been added to the following screens:

Customer Maintenance (deb/m10mast) Supplier Maintenance (cre/m20mast)

These fields can be unsuppressed using Screen Customiser and therefore, accepted as part of the main screen and their data stored on the name-and-address record (where na-type = C) against the customer and/or supplier.


65784 - CRM Rep Codes Not Getting Converted with Bulk Rep

Conversion

When processing a bulk rep conversion and the Include CRM flag is set to Y, the CRM accounts were not getting converted to the new rep code.

This issue has been fixed and the CRM rep codes are getting updated as expected.


65839 - GL Batch out of Balance on Manual Invoices

When an invoice is created through the Entry of Manual Invoices process in the Accounts Receivable module, the user can enter project invoice lines by entering the project and the cost category. A tax code can also be entered for this line to apply tax. If the user decided to exclude the tax code entered for the project invoice line, by editing the invoice created, invoice amounts should recalculate to exclude the tax amounts.

Before the correction, the invoice header amounts recalculated correctly, but the posted GL batch amounts were incorrect. The system posted tax inclusive amounts to the GL batch.

This issue has been fixed to post correct values to the GL batch to create a balanced GL batch.


Financials



Accounts Payable

62953 - GL Supplier Journal - Foreign Issue

The GL Supplier Journal - Foreign function is not using the correct exchange rate if you cancel and re-enter the transaction.



64255 - AP Settlement Discount to Always Apply

If the Payments Always Apply Discount major function flag is set to Y, all invoices selected should have settlement discount applied to the invoices if the supplier is set up with a discount code.



64489 - Four New Fields and Tab Added to Selective Invoice

Payment

Added the fields:

Supplier Type Payment Type Payment Selection Status

Added the out of the box tab Marked Invoices that lists invoices marked/selected for payment.


64808 - Invoice Authorisation Generates Supplier Integrity Error

Entering an AP type I invoice, then running the Invoice Authorisation results in a supplier integrity error Local ccy record missing.

With this change, no supplier integrity error generates after Invoice Authorisation.


64897 - EFT Log Does Not Show Full Bank Account Number

The EFT Log was only displaying 11 digits of the bank account number.

This has now been fixed to display all the 14 digits of the bank account number.


Financials



64910 - Foreign Supplier Invoice Posting Out Of Balance

When entering a supplier invoice, a mixture of positives and negatives entered in the expense side can cause an out of balance batch.

With this change, the positive values and negative values are spread separately so no more out of balance batch is generated.


65050 - Tax Entity Not Populated If Supplier Control Not Set By

Type

If the CCTRL special account is not set by supplier type, the system should default to the CCTRL special account. This will populate the tax entity to the tax transactions.



65056 - Sort/Default View Does Not Display From the First Record

In the Payment Register, when the user selects the bank and payment method, it lists all the relevant payments in the standard view. However, if the user then chooses to sort the records by Presented Date in descending order and save the particular view and make it a default view, the view sorts in descending order, but does not position the data grid in the screen to the first record. It positions the records midway down the table. The issue was that the screen was not reviewing the data grid from the start.

This has been fixed and when a screen is opened with a custom view set as the default view, the sorted records are displayed from the very first record.


65061 - Supplier Rebates - Claim Reversal

The Claim Reversal function within supplier rebate transactions was reversing the claim but not including the tax component of the claim, when the claim was sales order based.


Key Data Module/Function: SREB M001

65104 - TPAR Report Missing Supplier on Report

The TPAR report is missing the supplier with a user-only field value set up on the report.

With this change, the supplier with a user-only field value set up will be included when generating the report.

Key Data Module/Function: AP R006

Financials



65140 - PO Integrity Caused When Part Invoicing On Order PO

If entering multiple supplier invoices for an On Order purchase order prior to the goods receipt, the in transit amount on the header is incorrect.

With this change, the in transit amount on the purchase order header is correct for multiple supplier invoices entered on an On Order purchase order.


65182 - Unable to Change Pay To Code in Maintain Supplier

Screen

The users are unable to change the supplier Pay To field when there are no active transactions against a supplier. The issue occurs even when there are no current transactions or when there are no opening balances or outstanding balances.

The issue has been fixed and the user can now edit the Pay To field when there are no active transactions against the supplier.


65204 - AP Transaction Detail Not Showing on Drill Down

When maintaining a supplier account and reviewing a payment for the supplier, the payment displays but the details of the payment do not display when drilling down to the transaction level.

With this change, the details of the payment display when drilling down to the transaction level.


65271 - Supplier Code Conversion Program Does Not Update

Supplier

The Supplier Code Conversion program does not update the supplier in the Enquire on Shipment screen.

This issue has been fixed and the supplier is updated in the Enquire on Shipment screen when the user runs the Supplier Code Conversion program.


65421 - Tax Group is Populated Incorrectly When Changing Tax

Amount

The tax group on the tax screen is populated when entering a supplier invoice and the tax amount is changed. This tax group is incorrectly populated even though no tax group is set up.

With this change, tax group is not populated when the tax amount is changed.


Financials



65461 - Create Help Context ID for Upload and Unload Layout

Screens

Create Help context ID for the Upload TPAR Layout and Unload TPAR Layout screens.

With this change, the help context ID has been added for the Upload TPAR Layout and Unload TPAR Layout screens.


65578 - Supplier Master Balance is Checking Archived

Transactions

The Trans mode in the Maintain Supplier Accounts (AP M001) function can be used to see the current, archived or all the transactions for the supplier. Earlier the Current, 30, 60, 90+ and future balances displayed the total of current and archived transactions which was wrong.

This issue has been fixed to show only the total of current transactions.


65590 - AP Reference Change Delete CI Invoice Date

When the reference is edited on a supplier transaction, the invoice date becomes blank.

With this change, the invoice date remains the same when the reference is changed on supplier CI (Customer Invoice) records.


65616 - Zero Divide Error Occurs When Generating Claim (SREB

T001)

Zero divide error occurs when generating a claim through the Generate Claim (SREB T001) function for a deal which has a claim amount calculated $0.00.

The issue has now been fixed and users can now generate a claim with a zero amount.

Key Data Module/Function: SREB T001

65712 - Purchase Order Status Incorrect on Shipment When In

Transit

When reversing an invoice from a shipment, the shipment is no longer fully invoiced and status changes back to In Transit Shipment, but the purchase order status is still showing In Transit I-U when it should be Trans Shipment status.

With this change, if reversing an invoice from a shipment, the purchase order status is changed to In Transit Shipment.


Financials



Fixed Assets

64913 - I/O Error When Bulk Disposing a Non-existing Asset

I/O error occurs when performing bulk disposal update for a non-existing asset.

With this change, the non-existing asset will be filtered on bulk disposal update.

Key Data Module/Function: FA M007

64961 - Introduced a Check on Dates at Calendar Generation

Calendar dates validation at generation has been added.


65032 - Asset Integrity and Improvement/Revaluation

The asset integrity reported discrepancy on the GL amount against the transaction amount. This issue has been fixed.

Also, Pronto Xi used to allow adjustment entry only when doing an improvement or revaluation. This has been changed to allow the user to enter the new value when the adjustment amount is zero.

Key Data Module/Function: FA T004

65101 - Issues With Fixed Asset Module In 720 - Negative WDV

In the straight line method, if we calculate depreciation month by month, WDV could go negative in some instances.



65120 - Depreciation Reporting Incorrect WDV

Depreciation schedule reporting incorrect WDV after Depn value for attached/child assets.

With this change, depreciation schedule is reporting the correct WDV after Depn value for attached/child assets.


Financials



65144 - Allow Revalue/Improve Asset Once Only Within the Same

Batch

Currently Pronto Xi allows you to revalue/improve assets more than once within the same batch. The user should not be allowed to enter the same assets.

With this change, the asset can only be entered once with the same batch.


65181 - Maintain Assets Function Does Not Refresh

The Maintain Assets (FA M007) function does not refresh when you select No in the Do you want to create another asset? prompt.

With this change, the Maintain Assets function does refresh to display the newly created asset when you select No in the Do you want to create another asset? prompt.

Key Data Module/Function: FA M007

65217 - Record Already Exists Error When Process Adjust

Depreciation

When a record is added in between an existing record, the Cannot insert (INFORMIX error 100-Record already exists) error occurs on the following screens:

Adjust Depreciation Improve Asset Revalue Asset Bulk Asset Revaluation

With this change, the record is added in between existing records successfully.


Financials



General Ledger

63449 - Removing Direct Payment Shows Reversal Trans With

Wrong Sign

When removing the K type entry on Bank Statement Entry screen, the amount in the reversal transaction has been set to the wrong sign.

With this change, the amount in the reversal transaction has now been set to the correct sign.

Key Data Module/Function: GL T010

64806 - Reversing Journals Do Not Recognise Negative

Percentage

Negative percentage entered in reversing journals is causing out of balance postings.

This issue has been fixed and now only percentages in the range of 0 and 100 are allowed.

Key Data Module/Function: GL M025

64902 - GL Prior Period Adjustment Journal Not Responding

The GL Prior Period Adjustment screen does not respond to the Cancel or Esc options.

With this change, when selecting Cancel options or pressing the Escape key, the system will respond to the option correctly.


64934 - Error Occurs When Entering Chinese Character Into

Details

When using the Bank Transfer function to transfer from a foreign bank, entering Chinese characters into the payment details field results in an error.

With this change, the details field will be trimmed to a complete character to prevent errors.


64946 - General Ledger Journal Issue

When a journal is created for Z9ERROR against a different company code General Ledger, no intercompany posting occurs. It is advisable that you do not mix a batch of multiple journals with Z9ERROR. This could end up with no intercompany posting for other relevant General Ledger.

Key Data Module/Function: GL T007 Major Function Flags: GL Inter-Company Used = 2 or 3

Financials



65074 - GL Account Balance Does Not Match Sum of Transactions

If you process either a direct receipt or a direct payment through bank reconciliation and then remove the transaction, the batch status is set to reversed batch; this is not included when the streaming is run causing the GL balance to be incorrect.

With this change, the batch status is set to reversed batch only when the batch is on the status of Updated.


65078 - Summary Row Description Missing

Summary row description is missing when there is only one account in the expanded row.

With this change, the summary row description is correctly displayed.

Key Data Module/Function: GL R034

65092 - Cash Flow Projection is not Accurately Forecasting

Payroll

Cash flow projection is displaying payroll commitments for each employee for the first pay run within that 3 month projection period only.

With this change, cash flow projection is displaying payroll commitment for each employee for all pay runs within that 3 month projection period to reflect more accurately on payroll commitments.


65094 - GL Trans Update Status is not Showing on the GL Trans

Screen

There was a column on the GL Trans screen with the GL Trans Update status in Pronto Xi 700; this is not in Pronto Xi 710.

With this change, the GL Trans Update status is showing on the GL Trans screen.


65195 - Removing L Type Trans Incorrectly Updates Unpresented

List

When the L type transaction is removed from Bank Rec Statement, the system incorrectly clears the amount in the bank deposit.

This has been updated to correctly update the Bank Deposit Summary.


Financials



65367 - GL Security Rebuild Issue

Rebuilding GL Masking takes too long when selecting a range of users to build.

This has now been improved.


65373 - No Validation on Entry of Special Account Name

Validation has been added to prevent users from entering a blank special account name.


65424 - GL Integrity Report Running Slowly

If the GL Integrity report is run with batches selected, it will run over the gl-trans file without a date range. This caused the process to run slowly.

With this change, the report will only process the current GL transaction records to improve the performance.


65440 - GL Consolidation Errors With Z Accounts

On the GL Consolidation screen, the green tick or exclamation mark does not show for the Z accounts cleared status.

With this change, the green tick or exclamation mark shows for the Z accounts cleared status.


65672 - Chinese Character Not Displaying Correctly on GL Period

View

Chinese characters are not displaying correctly in the GL Period View screen if there are Chinese characters in the GL Details field.

With this change, the Chinese character is trimmed into complete characters in the GL Period View screen.


65741 - Informix Error 202 - An Illegal Character Found

When performing a GL security rebuild for a user or range of users using the Rebuild GL Security Access Detail (SYS M103) function, the following error occurs due to a character at the end of the range: I/O error - Informix error202 an illegal character has been found in the statement.

With this change, the End User ID is truncated into complete characters to resolve this issue.


Financials



65818 - GL Consolidation Shows Incorrect Z Account Balances

When processing GL consolidation, Z accounts are shown with an incorrect balance.

With this change, Z account balance is grouped by account code and year, not by period.


Financials



Payroll and Human Resource Management (HRM)

65020 - Payment Summary Report Line G Error on Item 4/W/U

If the pay code for a deduction is set to payment summary type to U (Union Fees) or W (Workplace Giving), the system truncated cents on the individual transactions before adding up to show at line G.

With this change, the individual transactions are added and then the total is truncated to show on line G for the payment summary flag set to U or W.

Key Data Module/Function: PAY R002

65023 - Reason Code Is Duplicating In Leave History Screen

When the user enters in a Leave Reason in the Leave History screen against a Long Service Accrual for an employee and when the annual leave is taken, the Leave Reason comment entered against the Long Service Accrual record gets copied against Annual Leave Taken.

The issue has now been fixed and the Leave Reason entered against the Long Service Accrual does not get copied against the Annual Leave Taken.

Key Data Module/Function: PAY M108

65197 - Correction of Hours Removes Pay Code

When Pay code default is set to 1, and a timesheet entry is corrected, the pay code in the timesheet entry is set to blank.

A change has been made to stop the screen from assigning a blank value to the pay code during correct mode.


65364 - Unable To Load Negative RDO Hours Through Timeclock

When loading the Timeclock flat file, the negative hours have been ignored.

This has been updated to load both positive and negative RDO hours into payroll.

Key Data Module/Function: PAY M090

Distribution



Distribution

Sales Orders

63122 - Wholesale Price of Promotion Discount Line

Wholesale price of promotional discount line created for partial refund is tax inclusive. It should be tax exclusive.

This has now been changed to be tax exclusive.


63251 - Promotion of Imported Credit Note Is Of Wrong Sign

The sign of order quantity and the line amount of the promotion discount line are wrong in the imported credit note. It should not be negative.

This has now been changed to be positive.


63730 - Item Substitution for Tally Method

The Item Substitution functionality has been added to the Variable Length screen for the tally items.


64228 - Unbalanced GL Batch When Adding Charge on Project

Order

An unbalanced GL Batch is posting when adding a charge line on to a Project Costing sales order.

With this change, the GL posting is correct for the Project Costing order with a charge line.


64297 - Bulk Despatch Prints Only For Last Order

In the Warehouse Management System module, when doing a bulk despatch for several orders, only the delivery docket for the last order is printed.

A change has been made so that all delivery dockets that have been selected are printed during Bulk Despatch.


Distribution



64345 - ZROUND Created When Kit is Entered with Alternative

UOM

Large ZROUND amount created on sales order line when kit item is entered with alternative UOM and priced in the base BOM.

A change has been made to calculate the kit price in the base UOM.


64406 - Error on Credit Note Entry Causes CN Without Warehouse

Creating multiple credit notes where the item is exchanged will issue an I/O error.

A change was made to prevent the system from issuing an I/O error.


64419 - Now Special Discount for UOM Maintained When UOM

Changed

When changing the sales order line UOM from base UOM to an alternative UOM, the pricing rules were getting ignored.

This issue has been fixed and the pricing rules are getting applied as defined.


64582 - Order Balance Field on Invoice Is Duplicating Charge

Amounts

The KD invoice layout code calculates and displays the outstanding sales order balance. This calculation is incorrect and is duplicating charge amounts.

The calculation of the sales order balance has been updated to review the duplicate processing of charges.

Key Data Module/Function: SO R100

64681 - Inventory Integrity Error Caused By Credit Note

In the Sales Orders module, when changing the order quantity of a credit note line and then changing the affect stock flag to No, it causes integrity errors with warehouse balances.

A change has been made so that when the affect stock flag for credit note line has been changed to No, warehouse commitments and picking locations linked to the credit note line will be removed which in turn will fix the integrity issues previously reported.


Distribution



64682 - Serial Link Lost During Pick/Pack When Line is Short

Shipped

In the ScanPack module, when Serial Traceability is set to 1 and ScanPack Method is S, serial numbers entered during Pick and Pack are removed from the serial link when the line is short shipped.

A change has been made so that the serial link is correctly displayed.

Key Data Module/Function: WHSE M014

64685 - Proforma Pricing Incorrect

After creating a proforma order and the item price is changed, the proforma is not correcting to the new price when used. This results in adding items with the wrong price.

A change was made to change the items in the proforma to the new item price.


64726 - Missing GST Information at 'Line Values in Local'

When a customer uses Order Level tax, the tax is calculated at order level. Users can see tax line level all the time only if the customer uses Line Level tax. But at the end of the sales order process, when invoicing the sales order, the order level tax will spread over the sales order lines for the sales orders created for order level tax customers. This spreading tax process didn't work when the sales order amount is zero, therefore the order tax amount is zero because there were sales order lines with negative and positive amounts adding up to a zero total.

This issue has been fixed to calculate and spread tax among sales order lines with negative and positive amounts even though the sales order tax amount is zero.

Key Data Module/Function: SO T017

64763 - Cannot Credit and Recharge a Kit Item at New Price 0

Set the new price of kit item to 0 during credit note entry using action type C (Credit and recharge). The new price 0 is not applied in the credit note created.

A change has been made to apply new price 0 in the credit note.


64818 - Due Date Incorrect on Consolidated Invoice After

Update

The consolidated sales order due date was getting rolled back to the system minimum date when there was a customer payment term.

This issue has been fixed and the due date is not getting rolled back.


Distribution



64840 - Quotation Line Entry Now Allows 20 Chars in Item Code

Field

Only 16 characters are being allowed in the Item Code field in the Quotation Line Entry screen, which resulted in not giving the exact keyword search results for the supplier codes.

This issue has been fixed and the field will allow up to 20 characters, so the correct supplier code can be found.


64851 - Closed Customer Account With Open Bill-To Can Create

Invoice

When entering a Manual invoice, if the account being entered is a closed customer account which also has a head office/bill-to account that is still open and active, the system would ignore the entered customer status and allow the invoice to be processed. If the customer account being entered has a status that should stop processing, then the system should not allow processing to continue any further. When entering a sales order for the same closed customer, the system does not allow the order to be created.

Now, after the changes, the customer status on the entered customer will be checked first, followed by a check on the Head Office/Bill-to account. If the entered customer is OK, the bill-to will be checked, if that is OK, then entry can continue. If the customer is on a status that stops processing, regardless of the bill-to status, the entry will not continue until the customer status has changed to a status that will allow processing. Whether processing can continue will then be dependent on the bill-to status check when that customer is entered again.

Appropriate messages will be displayed as per previous functionality. Sales order entry checks have also been updated to correctly reflect whether the entered customer, or the bill-to has a customer status that stops order processing from continuing in order to show a more appropriate reason as to why the order is being stopped from being entered.


64852 - Quotation Line Description Overridden Correctly

When a Quotation Line Description has been overridden and if the user corrects the sales order line, the overridden description will go back to the default item description value.



64914 - Sales Configurator Value Image Not Displayed

In the Sales Orders module, during sales order processing, when configuring a configured item using the Sales Configurator wizard, the attached image displayed a variable value is not displayed when the value has more than 10 characters.

A change has been made so that the variable value image will be displayed when value has more than 10 characters.


Distribution



64923 - Four Decimals in PO Order Quantity Field Displays a Pack

Quantity Message

Warning messages are not optional in a purchase order.

A change was made to make warning messages optional.

Key Data Module/Function: PO M011

64924 - Variable Image Not Displayed After Dependency Error

Message

In the Sales Orders module, when creating sales order for a configured item and the Sales Configurator wizard is used, the image attached to a variable is not displayed correctly after a dependency error message is displayed.

A change has been made so that the variable image is displayed correctly after the dependency error message.


64970 - SOQUOTEDAY Environment Issue

The notes for the quote validity are not showing the correct date if SOQUOTEDAY is set.

A change was made to take SOQUOTEDAY into consideration.


64972 - Removed or Returned Serial Number Cannot be Picked

A picked serial number is removed during despatch. However the serial number cannot be picked for another sales order even though it is considered to be available. A change has been made to allow the available serial number to be picked. A returned serial number cannot be picked in another sales order.

A change has been made to allow the returned serial number to be picked.


64989 - SO Import Not Running in Background

When running the Sales Order Import function at the command prompt where parameter 4 is set to be -silent and the parameter 5 is set to a s, the program does not run in the background. The program shows the processing window and the report is displayed regardless of the silent setting. If run by the Application Services program, the system hangs and does not complete the import.

The issue has been fixed now so the users can run the Sales Order Import function at the command prompt and the system does not show the processing window or print the report, but does create the sales orders as in the text file.


Distribution



65002 - SO Released To Picker While Being Edited In Another

Session

In the Sales Orders module, in the Sales Order Maintenance > Sales Order Review screen, while an order is being edited in this screen, the same order can be released to a picker in another session. This causes inconsistency in the picking location records.

A change has been made so that while a sales order is being edited in the Sales Order Review screen, a lock is maintained so that other sessions won't be able to edit the same order.


65019 - Incorrect Quantities in Sales Order Picking Location

Loss of currency on sales-order-picking-location is occurring when a new shipment is created for the first packed item. This results in the wrong sales-order-picking-location being removed.

A change has been made to retain the record currency.

Key Data Module/Function: SCAN M002

65042 - Promo Engine Not Applying Exclusivity to Multi Deals

Promotion engine is not applying the exclusivity function required when multiple promotions are being used.

With this change, the promotion engine is now applying the exclusivity function correctly when multiple promotions are being used.


65049 - No GST Appearing on Invoices when entering item

groups

When an invoice is created from the Project Costing module, the item group code is not populated for the Special line. Populating the item group code does not calculate the correct GST for the line and order.

A change was made to recalculate and display the correct GST for the line and the order.


65072 - Invoice Number Assigned to Backorder

A POS order with backordered item is suspended and then resumed in normal sales order entry mode. When the order is updated using the All option, invoice number of the split backorder is set to invoice number of the original POS order.

A change has been made to leave the invoice number of the backorder to be blank.


Distribution



65085 - Zero Price Reason Code Message Prompted More Than

Once

When correcting a sales order line which has a zero price, even though a zero price reason has been previously entered, the user is asked to enter a zero price reason after entering through the price field, as well as at the end of the line correction.

This issue has been fixed and the Zero Price Reason screen will appear only once.


65089 - Keyword Search Not Showing All Fields as Expected

In Pronto Xi version 710 and 720, the Keyword Search screen was not showing the available stock, item price and average cost for items.

This issue has been fixed and all the expected fields are shown.


65116 - COD Account – 1st Sales Order Processed Going on

Credit Hold

First COD customer sales order processing is putting the order on credit hold.

A change was made to let the user continue processing if COD has not breached the credit limit.


65139 - Updated Consignment Orders Report Tax Amount

Integrity Error

A consignment type sales order that is calculating tax at the order level, reports an integrity error regarding tax amounts. This integrity is not present prior to the sales order being updated. Once a sales order has been updated, it is not a requirement for a comparison between header and line tax amounts to be performed. Consignment orders that have been updated will also be subject to this rule as per what is done for normal sales orders.

Key Data Module/Function: SO M005 Major Function Flags: SO Tax Calculation Level = O

65142 - Transfer Sales Order Can Be Updated Before Completion

When the status of a transfer sales order is manually changed so that is now ready to be updated, processing of lot-controlled and serialised items will occur. This processing occurs after the status of the sales order is changed raising the possibility for the transfer order to be updated in another session before processing is complete. The update capability will now be prevented by maintaining a lock on the sales order while the lot-controlled and serialised items are being processed.


Distribution



65172 - Tally Note Lines Are Not Retained When Sales Order Split

When splitting a sales order line that contains tally items, the note lines are not retained on the original order for partially shipped lines. This behaviour has been noted when a sales order line item that is partially shipped appears later in the sequence than an item that is fully backordered. It does not occur in all combinations. The backorder split process has been updated to reset the flag that controls the deletion of note lines from the original order. This will stop the deletion cascading through to lines where it should not apply.

Key Data Module/Function: SO M053 Major Function Flags: Style Entry and Display Format = T

65194 - Incorrect Discount Rounding Amount Is Applied

When operating in POS mode 2 used, incorrect discount rounding amount is applied to the line when discount even spread is applied. After which the order total amount does not match lines total.

With this change, the discount rounding amount is calculated correctly.


65201 - Cannot Despatch Joined Order After Items Have Been

Picked

This change fixed an issue with the inability to despatch an order from joining orders with items already picked.


65245 - include/i5createsol Passing Wrong Parameter

The procedure i5creatsol-setup-dummy-so-line of include/i5creatsol is passing the whse-code to the i4getprice procedure. This should be changed to passing in i5cs-whse-code instead.


65268 - Entry of Tax Codes for Special Sales Order Lines

The ability to enter a tax code for a special line on a sales order was based on whether tax codes could be applied to charge lines. This major function flag is applicable to charge lines, not special lines and the restriction has been removed.

Key Data Module/Function: SO M001 Major Function Flags: Applied Tax Code to Charges = N

65279 - Discount Not Applied to Style/Colour/Size Items

Discount is not applied to style/colour/size item if the bill-to is different from the customer.

A change has been made to get the correct discount for style/colour/size items.


Distribution



65281 - Sales Order Line Details Cleared When Exiting Correct

Mode

When a sales order line correction is exited immediately, the details regarding the line that are displayed on the screen are getting cleared.

A change has been made to retain the displayed information.


65295 - Display of Warning Message for Tally Item

Validation has been added to display a warning message if the ordered quantity is less than the shipped quantity for a tally item.


65302 - Sales Order Update Locking and BO Split

The Sales Order Update process has been tweaked to ensure that:

The BO Split program is only called once per update If the BO Split program encounters an order which is locked, it will not wait for the lock but

instead simply bypass the order which will then be processed at subsequent SO Updates.


65303 - Charge Line Duplicated For Joined Orders

In the Sales Orders module, during despatch if two sales orders are joined using the Join ship qty to a new order option, charge lines are duplicated in the new order.

A change has been made so that no duplicate charge lines are inserted during the join order process.


65324 - Orders Created When Account Closed

Sales order is created for a customer with a status of No Supply and the parent is closed.

A change was made to prevent customers with a closed parent to create a sales order.


65354 - Find Item Function Does Not Reposition the Cursor

When the search finds the item, the cursor does not go to the correct line.

A change was made for the cursor to highlight the correct record.


Distribution



65371 - Not All Matches For the Keyword Are Displayed

When entering a keyword in the Item field in the Enquiry by Specifying Parameters screen, Pronto Xi 710 does a keyword search before continuing to accept the remaining fields. It then displays results for all matches of the keyword. In Pronto Xi 720, a keyword lookup is done immediately after accepting the Item field and you have to select only one item, you can no longer see results for all matches of the keyword.

This issue has been fixed and Pronto Xi version 720 is now also showing all related keyword results as in Pronto Xi version 710.


65401 - Changing Carrier Can Lead To Wrong Connote Number

In the Warehouse Management System module, when changing the carrier code for a sales order that already has a carrier code and connote number, the default connote number is still using the old number instead of the next connote number for the new carrier.

A change has been made so the default connote number will be the next connote number of the new carrier code.


65434 - Screen Resize Corrupting Quotation Order Line Quantities

This change fixed an intermittent display issue of the order quantity on quotation order lines, as a result of screen resize.

Key Data Module/Function: SO M001, SO M053

65442 - Attempting to Insert Into a Table That Didn't Exist

If you removed a sales order, it would attempt to do an insert to a record that did not exist.

This was fixed by an on error / endon so it did not display but did make the database do work it did not need to.


65462 - Multi Print Function Mode Not Showing

When a sales order that has multi print invoices is selected in the Sales Order Archive Enquiry screen, the screen does not always display the Multi Print mode.

This issue has been fixed and the screen now displays the Multi Print mode when the sales order has multiple invoices, and disables the mode when the sales order does not have multiple invoices.


Distribution



65474 - Removing a Sales Order Causes I/O Error

An I/O error of Record contents changed by another process is generated when the total amounts of sales order is updated upon removal.

A change has been made to lock the order before total amounts are updated.


65483 - Order Response Original PO Price Formatting Issue

When a user creates a sales order through the EDI Process and then goes into the EDI SO Order Response screen, in the Lines and the All Lines screens, the Original PO Price column is not formatted correctly and is therefore displayed as a text instead of a proper number format. This is confusing the users the way the column is displaying the values.

The issue has now been fixed. In the Lines and All Lines screens in the EDI SO Order Response screen, the Original PO Price column is formatted correctly and therefore displays the value as a number rather than text.


65492 - RF Picking Generates I/O Error 'Record contents

changed'

The I/O error Record contents changed by another process occurs when a sales order for a type 3 (WMS Controlled) warehouse is updated with new charges added during picking.

A change has been made to handle the error.


65495 - Special Pricing Based On The Alternate UOM

When a sales order line is created in POS for an item that has a special price based on the alternate UOM, the pricing is incorrect. The calculation of the item price is performing an additional application of the conversion factor, resulting in an incorrect price. This then has an impact on the overall order total.

The calculation of the item price for alternate UOM pricing has been updated to handle conversion factors correctly.


65517 - GL Customer Rebate Posting Split Missing a Code

If the BW special account has been set up to split by Territory/Item Group/Rebate Code, the initial posting when the sales order is updated will be correct. If a credit note is raised by payment of rebates, the rebate code will be missing from the posting when the credit note is updated.

With this change, the rebate code is populated and posted correctly when a credit note is raised by payment of rebates.


Distribution



65571 - Sales Order Cannot Be Allocated When All Stock Is

Available

The sales order items cannot be allocated when part shipments are not allowed. This occurs even when there is sufficient available stock to fulfil the entire order requirement. The order allocation process has been updated to correct the validation. The sales order should be able to be allocated when the entire order can be filled. The check on part shipments only becomes relevant when the order can only be partially allocated.

Key Data Module/Function: SO M069 Major Function Flags: Part Shipments = N

65591 - Stock Movement Is Not Populated With The Service Call

Number

When a pickslip issue that has been raised against a service call is updated, the call number is not getting populated into the stock movement.

The update process has been changed to ensure the call number gets populated into the stock movement transaction.


65612 - Credit Hold Order Release Not Refreshing When Filter

Used

Credit hold orders do not disappear from the screen when released if there is a filter on the screen.

With this change, the credit hold orders disappeared from the screen when released if there is a filter applied.


65620 - I/O Error Encountered During Load Work Orders

In the Manufacturing module, when creating a work order for a sales order that has a kit through the Load Work Order function, the I/O error No current record occurred.

A change has been made to prevent the I/O error.


65641 - Customer Status Validation on Quote Convert To Sales

Order

There are a number of customer status values for which the conversion of a quotation to a sales order is not allowed. A method to bypass this validation has been found which would allow the sales order to be created.

This is not correct and the validation has been updated to block the conversion if the customer status is not valid.


Distribution



65648 - Address Lines 6 And 7 Required In SO Import

When you use the Sales Order Import (SO M068) to generate a sales order through a T Formatted text file, the address lines 6 and address line 7 are not being updated or created in the delivery address details against the generated sales order.

The issue has now been fixed by adding two extra fields - address line 6 and address line 7 in the text format file at the end of text file. When the users add in the address lines 6 and 7 in the text file, these lines are captured in the delivery address against the generated sales order. If the users only have the delivery address lines from 1 to 5, then the delivery address against the generated sales order will have only 5 lines of address.


65649 - Records Not Cleared After Sales Order Update From POS

Refund

When sales order processing queues are in use, the sales orders awaiting update are stored for later processing. As part of processing a POS refund, a check if made to see if the original order has been updated. If it has not then an attempt is made to update the order. This update is not removing the entry from the update table which means the order cannot be cleared correctly.

This process has been modified to remove the entry from the update table if required.


65659 - Split Sales Order Retains Invoice Detail From Original

Order

When a sales order that has already been assigned an invoice number is split at despatch, the newly created split order is retaining the invoice detail. These invoice details will now be reset for the suffixed order as this has not been invoiced yet.


65684 - Copy Order in CRM Console Causing Inventory Integrity

Error

In Customer Relationship Management, in the CRM Console, when you copy an existing order to create a new quote, the warehouse balance is incorrectly updated which is causing an inventory integrity error.

A change has been made so the warehouse balance won't be updated when creating a new quote in the CRM Console through order copy. This is now consistent with creating quotes manually or copying quotes outside the CRM Console.


Distribution



65704 - GL Coding Not Removed When Sales Order Is Cancelled

When a sales order is cancelled, the associated GL coding records are not getting removed. These are left in the system as orphan records.

The sales order removal function has been updated to remove any GL coding records when the order is cancelled and sales order lines are deleted.


65752 - Credit Note Not Picking Up Correct Tax Code

When processing a Recharge type credit note, the system does not pick up the correct tax code from original lines when it is being recharged.

With this change, the tax code from the original lines is used when it is being recharged.


65755 - Incorrect GTIN Information Printed On Carton/SSCC

Labels

When manually closing a box during the pack process an incorrect GTIN value can be printed on the label. This impacts label codes AUPN and WOOL. The incorrect value is printed because it is obtained from the wrong sales order line and item code information.

The processing of the label information has been modified so it uses the correct sales order line to determine the GTIN information.

Key Data Module/Function: SCAN M002, WHSE M014, SCAN M005

65782 - Customer Managed SO Lines Not Showing Delivery

Address

When entering a Customer Managed Sales Order, keying in A to see the delivery address was displaying blank lines for the address, even if a valid delivery address has been set up against the customer.

This issue has been fixed and the customer address will display as expected.


65847 - Change of Sales Order Delivery Date Updating WMS

When you update the delivery date for a sales order that has been raised against a type 3 (WMS Controlled) warehouse, a check is made to see if the order has been loaded. If it has, the delivery date on the WMS warehouse picking record should also be updated. Not all the methods of updating the delivery date were doing this, causing orders to be released when they should not be.

This issue has been fixed and the update of the warehouse record has been added to those areas where it was not included.


Distribution



65865 - Updating Sales Order with a Linked Transfer Order

When a sales order is entered and the stock is supplied from another warehouse, a transfer order is created which is linked to the original order. If the transfer order is then only partially despatched, an additional transfer order will be created for the remaining quantity. The update of the original sales order at this time will fail as there is a missing link between the order and its related transfer orders.

The sales order update process has been changed to retain the links between a sales order and its transfers. This will allow the update to complete without error.

Key Data Module/Function: SO T017 Major Function Flags: Supply From Other Warehouse = L

Distribution



Inventory Management

64427 - Records Displayed for Sales Orders with Line Type WN

When the warehouse is changed at the sales order line level, the sales order line type is changed to WN. This type of sales order lines were not getting displayed on Commitment Orders drill-down in the Inventory Enquiry Console.

This issue has been fixed and sales orders with WN line types will show on the Commitments screen when the commitments are shown for all warehouses.

Key Data Module/Function: INV E005

64462 - Inventory Movements Display Incorrect Sales Order

In the Inventory module, if there is a direct item issue to GL record with the same tracking number of a sales order that uses internal price level, if you are inside the Stock Movements screen in the Inventory Enquiry function and click on the Order mode for the direct item issue record, the sales order record is displayed.

A change has been made so that as expected, the Order mode is disabled for a direct item issue since there is no existing sales order, purchase order or work order for that record.

Key Data Module/Function: INV M138

64498 - Different Status for WMS and Sales Order

In the Sales Orders module, during sales order maintenance, enter values in the delivery date and time screen for a sales order with a type 3 (WMS Controlled) warehouse. In another session the order is released, the order remains at Ready for Picking after entering the delivery date and time even though in the Warehouse Management System module it says that order has status of Pick Slip Printed. This is causing an integrity issue.

A change has been made so that the sales order status displayed will be correct after entering delivery dates and times.


64592 - Archive Serial Number Issue

An archived serial item is found and sold, then re-archived again, which causes the system to go into an infinite loop.



Distribution



64746 - Serials Put On QA Hold Can't Be Released

In the Inventory module, for a serial that is placed on QA hold and the reason code that is used is not QA process, when you release it, no serials can be selected for release and the serial stays on QA hold.

A change has been made so that serials that are on QA hold can be selected and released successfully.

Key Data Module/Function: INV T002

64915 - Update New Supplier Buy Price Function Not Updating

Updating the new supplier buy price through batch or queue does nothing. It does not update the price.

A change was made to update supplier price through batch, queue, or immediate.

Key Data Module/Function: INV R017

64916 - Inventory Enquiry Console Displaying Incorrect Figures

In the Inventory module, in the Inventory Enquiry Console, when viewing the warehouse balances of an assembly item that does not have a valid BOM record, the values for Can Build, Deemed Total and Available to Sell are incorrect.

A change has been made so that the correct values in the Warehouse Balance screen are displayed correctly.


64940 - Notional Costing Problem

When the Inventory Notional Costing flag in the Custom Dictionary Triggers (SYS M066) function is set and Notional Costing Formula in the Inventory module is set to reduce both Rebate 1% and Rebate 2% to calculate the floor cost, the system was showing an incorrect Floor Cost in the Item Notional Cost screen for the warehouse. The correct rebate amount should calculate using the Rebate 1% and Rebate 2% separately.

Now the correct floor cost can be seen in the Item Notional Cost screen.


64947 - Changing Item Details for a Kit Item

Prior to this change, when the Manufacturing Method major function flag (in the Module Scope (SYS M069) function) is not turned on, a correction made for a kit item would result in the item code being set to Blank.

A change has been made to retain the item code.

Key Data Module/Function: INV M138 Major Function Flags: Manufacturing Method = N

Distribution



64950 - Keywords Not Generating on the Insert of Item Records

In the Inventory Procedures (SYS M053) function, when the Keywords Used major function flag is set to 4, item code enquiry does not list items newly entered or modified until we manually execute a keyword rebuild.

This issue has been fixed and the enquiry screen will now show the record as soon as if inserted and also when a record has been modified.


64966 - Item Enquiry Shows First Item Record for Invalid Item

When an invalid inventory item was entered in the Inventory Enquiry (INV E001) function, the system would return the same item code, but also display the details for the very first item record. This meant that the details displayed did not match any real item in the system.

This issue has been fixed so that if an invalid item code is entered, and the keyword cannot be found, the program will advise the user that there are no items matching that item code, and will return the nearest matching item code. This will make the Inventory Enquiry (INV E001) function consistent with the Inventory Maintenance (INV M138) function when an item code cannot be found.


64977 - Record Locking Error on Bulk Stock Conversion

The bulk conversion of an item code will report a locking error if item picking is in progress. This leaves the conversion in an incomplete state. A fallback process has been added to the update of picking locations to be utilised if the first update attempt fails. This will action the records one at a time, reducing the risk of error.


65029 - Inventory Enquiry Console

Changes have been made to obtain the correct year to display on adhoc charts when Jan-Dec FY used with 13 irregular Periods in setup.

Module/Function: INV E005

65052 - Price Level 4 Heading Was Being Displayed Twice

When viewing the price level details of an item, the recommended retail price heading was being overwritten with the Price Level 4 heading. Even if the defaults were correctly set up to display two different values for Price Level 4 and Rec. Retail, the Price Level 4 heading was appearing twice.

This issue has been fixed, and the correct price level heading will appear when the prices are being viewed in the Inventory Maintenance (INV M138) function.


Distribution



65053 - Wrong Stock Balance Value in Inventory Depreciation

Report

In Inventory Reports, when running the Inventory Depreciation report for an item that has several warehouses and one of the warehouses has negative on hand quantity, the stock balance value reported is incorrect.

A change has been made so that the correct stock balance value is reported every time.

Key Data Module/Function: INV R041

65064 - Due Out Mode Not Displaying Any Results In Inventory

Enquiry

Performing a Location Quantities By Whse (type I) lookup on an item in the Inventory Enquiry (INV E001) function allows the user to view Due Out sales orders for a given location using the Due Out mode on the screen. However, when this mode was selected nothing was being displayed.

This issue has been fixed, and when the Due Out mode is selected, the correct sales order details will be listed once again.


65093 - Manual Recalculation of Average Cost for Cost Method B

The manual update of the average cost was previously only available if the warehouse standard cost was zero. This restriction has now been removed and the average cost can now be changed. The change to the average cost will not cause a revaluation. An additional change has also been made to re-instate the reporting of all items when the reporting cost difference percentage on the selection screen is set to 0%.

Key Data Module/Function: INV T026 Major Function Flags: Cost to Use to Value Stock = B

65097 - Inventory Enquiry Console Not Showing Sales Details

In the Inventory module, when the Aged Sales History by Stock major function flag (in the History Options (SYS M052) function) is set to T (Territory), the sales details quantity and value fields are not shown.

A change has been made so that sales details will be correctly displayed when the Aged Sales History by Stock major function flag is set to T.


65115 - Record Item Usage Direct to a General Ledger Account

from a Warehouse Location

This change reinstated the ability to record item usage directly to a General Ledger account from a valid WMS warehouse location, as in Pronto Xi650 and earlier.


Distribution



65130 - Replacement Cost Recalculation Causes Integrity Error

The recalculation of replacement cost based on BOM costs can cause an integrity error. This was caused by an incorrect setting used in the cost comparison, resulting in an unnecessary inventory revaluation.


Key Data Module/Function: INV T026 Major Function Flags: Cost to Use to Value Stock = R

65213 - Bill of Materials Copy - Style/Colour/Size Item

When the bill of materials for a manufactured style/colour/size item is copied to another colour/size, the second (colour) and third (size) description lines of the copied-to item was incorrectly overridden.


Key Data Module/Function: INV M151 Major Function Flags: Stock Fast Maintenance Format = O Table Entry: ZZ/CF Catalogue Stock Finish Types

65218 - Desc Mode Renamed as Keyword

All modes that used to initiate a keyword search have been renamed to Keyword. Previously the names of the modes could have been any of the following:

Key Keyw Keyword Description Search, and so on

The Desc mode has been renamed as Keyword.


65232 - Unnecessary Audit Trail Entries for Item Costing BOM ID

In the Inventory module, in Inventory Maintenance for a kit item with no existing BOM, if you go to the BOM screen and exit without creating a BOM and adding components, unnecessary audit records for BOM Costing ID are created.

A change has been made so that audit records will only be created when a BOM is created.


Distribution



65351 - Escape From Item Return Leaves GL Batch In Progress

If a user processes a record in the Item Return from GL screen and escapes back to the Item Return screen, then opens the Item Return from GL screen and escapes back to the main menu without entering another transaction, the GL batch remains at the In Progress status.

With this change, the GL batch is completed and shows the Updated status if you escape out of the Item Return from GL screen without entering transactions.


65376 - Can Set Tax Codes in Inventory Price Record When

Denied Access

When the user is denied access to the Item Output Tax Codes (SYS M147) function, the system still allows the user to maintain tax codes through the inventory price record.

With this change, the system now shows the insufficient security for SYS.M147 message and stops the user from maintaining tax codes through the inventory price record.


65383 - Inventory Enquiry Console Order Drill Down Screen Issue

In the Inventory module, when a user has warehouse masking defined, records are not displayed properly in the Inventory Enquiry Console Order Drill Down screen.

A change has been made so that records will be displayed correctly and according to the warehouse masking defined.


65389 - Standard Cost of S/C/S Items Not Recosted

Style/Colour/Size items are not recosted when standard cost of the style is recosted.

A change has been made to recost the style/colour/size items.


65507 - Stock Quantity Not Considering Defined Number of

Decimals

The Inventory Enquiry Console was not considering the number of decimal points that had been defined in the Number of Decimals of Stock Qty major function flag in the Inventory Procedures (SYS M053) function. It was always showing 4 decimal places.

This issue has been fixed and program will consider the number of decimal places defined in the system.


Distribution



65680 - Convert/Upgrade Items - Unit Cost Issue

When SHIFT+TAB are repeatedly used to return to a previous field and forward again, the unit cost of the Original item keeps changing and affects the calculated New item's unit cost. This will result in incorrect GL posting if the process continues.

This issue has been fixed. With this change, a conversion quantity of zero has also been disabled.

Key Data Module/Function: INV T013 Major Function Flags: Cost to Use to Value Stock = A

65683 - Direct Transfer of Serial Traceable Items

The Transfer Direct function for serialised items seems to allow the ability to multi-add serial numbers when selecting serial numbers for transfers. When the mode is selected, the message Cannot down-count multiple serials appears.

A change has been made to grey out the non-applicable mode Multi Add in direct transfer of serial traceable items.


65706 - Item Code Not Found Using Customer's Item Code

In the Inventory Maintenance (INV M138) function, you cannot find an item code using the customer's item code if the Keywords Used major function flag (in the Inventory Procedures (SYS M053) function) is set to 5.

With this change, you can now find an item code using the customer's item code if the Keywords Used major function flag is set to a value between 1 and 5.


65740 - Stock Integrity Showing 'No Stock Supplier'

The stock integrity report is showing the No stock supplier error reported for special items that are set up with valid supplier codes.


Module/Function: INV M011

65806 - Stock Copy of a Generic Bill With Route ID

When a generic bill with a route ID is copied through Inventory Maintenance > Extra > Copy, the process did not generate a new route ID for the new generic bill, and therefore no option to maintain formulated routing requirements. A change has been made to ensure a new route ID is generated for the new generic bill.

In addition:

The default route ID on a configurator bill has been made accessible. This can now be changed to use formulated or non-formulated route.

Incorrect association of formulated route to a non-configurator bill has also been trapped.


Distribution



65836 - Quick Inventory Maintenance Not Showing Supplier

Discounts

Quick Inventory Maintenance is not showing the supplier discounts.

This issue has been fixed and it is showing the discounts as it is showing in the Inventory Maintenance Supplier screen.


65843 - Count Mismatch for Stocktake of Serialised Items

If the stocktake count for a serialised item is adjusted, a screen is presented for the serial numbers to be corrected. The calculation of the adjustment quantity was not consistently taking into account serial numbers already found. This inflated quantity would then create a discrepancy between what the system required and the actual count.

The calculation of the serial adjustment quantity has been changed to include previously counted serials.

Key Data Module/Function: INV M207, INV M208, INV M210, INV M318, INV M319 Major Function Flags: Serial Number Traceability = 2 or 3

Distribution



Purchase Orders

63139 - Specials on Contract Orders

Receiving a contract purchase order through the Receive Item-Fast function does not calculate the backorder quantity correctly.

A change was made to calculate the backorder quantity based on order quantity minus received quantity.


63553 - Manually Scheduled PO Lines Not Split To Backorder

When purchased items are manually scheduled, backorder lines are not split to suffix order.

A change has been made to rectify the issue.


64105 - Merging Shipment Does Not Update Invoice Total

When merging shipments that are in progress, invoice totals are not cleared in shipments that have been merged, and not added to the new shipment created.

With this change, the invoice totals are added to the new shipment and reflect zero invoice total on the shipments that have been merged.


64302 - Receipt of Subcontract Purchase Orders for Serialised

Items

A purchase order that has been raised from a subcontract routing cannot be received unless the serial numbers exist. If the goods receipt is attempted and there are insufficient serial numbers, the received quantity will be adjusted. A notification message has been added to make it clearer when the goods receipt is modified as a result of this serial quantity mismatch.

Key Data Module/Function: PO M006, PO M101 Major Function Flags: Serial Number Traceability = 2 or 3

64303 - Purchase Order Line Sequence Change Causing System

Hang

When changing the purchase order line sequence number on an order for a supplier that is set up to use Levy Rebates, the system would display a message stating Now at: purchase-levy-payable and would not allow the user to continue unless they sent an interrupt command to their Pronto Xi session.

This issue has been fixed, so that if a detail line sequence number is changed, the program will continue past the message and update the new line number accordingly.


Distribution



64484 - Delivery Docket Number Not Saved

When receiving stock from a supplier using the Inventory > Receipts from PO > Order Entry and Processing (PO M114) function, the delivery docket number is not saved on the corresponding PO header. This issue has been fixed and the PO docket number is saved to the purchase order header. Key Data Module/Function: PO M114

64520 - Purchase Order Lines are Generating with Correct

Information

When a sales order automatically generates a purchase order to fill its inventory, the lines in the order have the wrong descriptions and incorrect supplier information.



64577 - Invoice Total on Shipment Should Exclude Charges

When raising X charges invoices for shipment, the invoice total on the shipment was including the charges. This has been updated to correctly exclude the X charges.



64583 - Multiple Record Errors Fixed

I/O error of Record or file is locked is generated on data object stock-supplier when purchase order is being updated. A change has been made to reduce the locking time on stock-supplier when purchase order is updated.

I/O error of Record not found is generated when purchased items are released to sales order. A change has been made to handle the I/O error.

I/O error of Record or file is locked is generated on data object stock-warehouse-detail when sales order is updated in the midst of purchase order updated. A change is made to allow the sales order update to be rolled back without error. The error will be reported in data object sales-audit-file-detail.

Implement transaction rollback for purchase order update if the update cannot be completed because of locking on data objects stock-goods-received, stock-supplier and cre-purchase-history-detail. Error messages will be generated in an output file and the rollback error will be audited in purchase-audit-file.


Distribution



64616 - Warehouse Replenishment with No Stock On Hand

When there is no available stock from the replenishment warehouse, if you try to change only the required quantity and use the Tab or Enter key to complete the change, an error message was incorrectly issued.



64749 - Missing Field Titles on the Purchase Blanket Order

The Ordered and Transit field titles were not being displayed in the Purchase Order Line screen for a Blanket order.

This issue has been fixed so the Ordered and Transit field titles are displayed on the Purchase Order Line screen.

Key Data Module/Function: PO E006

64816 - Deselect Mode Is Missing

When serialised items are in transit on shipment, the Deselect mode is missing hence user is unable to exclude serial numbers previously entered for the purchase order. The functionality of the Deselect mode has been reinstated.


64886 - Shipment Charges Rounding Issues

Shipment charges incorrectly rounding all values to 2 decimal places regardless of distribution codes.

When entering shipment charges, the amount is now rounded to 4 decimal places for distribution codes %,F,C,L and 0 or 2 decimal places based on currency code for distribution codes $,W,V,Q.


64957 - PO Shipment Goods Receipt Incorrectly Posting IN and IR

When processing a purchase order shipment good receipt with an order line having a zero receipt quantity, the wrong IN and IR amount is posted in GL batch.

With this change, posting to GL batch is correct if goods receipt with an order line that has zero receipt quantity.


Distribution



64964 - Special Line in Purchase Order is Posted Twice

Raise a purchase order for both special and normal stock items against a project with Received to Site set to Y. When the order is updated, the special item line amount is posted twice in the GL batch. This results in an out of balance batch.

A change has been made to post the special item line amount only once.


64968 - Project Related PO Backorder Being Created

Unnecessarily

When a project related purchase order has only charge lines, the system automatically removes the backorder but related purchase order line allocation records are not removed.

This has been updated to purge the related records of the PO backorder.


64981 - Cannot Purchase an Asset with a Trade In

Cannot purchase an asset with a trade in asset.

With this change, users can purchase an asset with a trade-in asset.


65012 - Foreign Shipment Value Not Displayed

When enquiring on a shipment, the columns should correctly display the foreign currency code and corresponding foreign shipment values.



65068 - Incorrect Duty If Supplier Price Per Greater Than One

When recalculating the duty amount, if the supplier record has a price per greater than 1, the duty amount is incorrect.

This has been updated to correctly calculate the duty amount regardless of the price per.


Distribution



65081 - Find Mode In Approve Requisition Screen Retains Suffix

When using the Find mode in the Approve/Review Requisitions (PO M094) function, Pronto Xi retains the last purchase order number and the backorder suffix. When performing the find, the user would need to manually remove the suffix, making it inconsistent with other find functions on similar screens.

This issue has been fixed, so that when a find is performed, and the last purchase order number has a suffix, the suffix field will be blank before entry. This makes the find functionality consistent with other similar screens (for example, Purchase Order Enquiry, Purchase Order Maintenance).


65083 - Shipment Foreign Value Changes For Estimates

In the Shipment Costs report, the shipment foreign value is incorrectly calculated when the currency exchange rate changes. The shipment foreign value should always remain the same regardless of currency exchange rate changes.



65117 - Warehouse Replenishment - Retain Minimum Stock Level

This change fixed an issue with incorrect retention of minimum stock level from the replenishing warehouse, even though the replenishment process has been requested to use all available stock.


65126 - Out Of Balance Batch Posting For Shipment

When updating a shipment that has purchase orders with special lines linked to multiple project account codes, the postings to the General Ledger is out of balance.

This has been updated to post to the General Ledger with no errors.


65131 - Print Shows Received Tax Only

When the status of a purchase order is greater or equal to Goods Updated, the value of tax will be the received tax. Otherwise it will be the ordered tax. Online help was updated to reflect this feature which started in Pronto Xi 700.


Distribution



65134 - Receipt By Item in Using GTIN Does Not Display

Description

In the ScanPack module, when receipting by item and you enter the alternate GTIN in the Item Code field, the item is correctly displayed but the item description lines are blank.

A change has been made so that description lines are displayed correctly when receipting by item by GTIN.

Key Data Module/Function: RF M002

65136 - Purchase Order Not Removed From Shipment

In the Maintain Shipment Details (PO M102) function, when the transit and backorder quantities are set to zero, the purchase order is not being removed from the shipment.

This has been updated to set the status of the purchase order to On Order and therefore, it will not be attached to the shipment.


65160 - No Estimated Delivery Date on Replenishment Transfer

Order

In the Purchase Orders module, in the Warehouse Replenishment process, when a replenishment transfer order is created and the option for Ask Delivery Date = A (Use Supplier Lead Time) and the process is submitted to batch instead of immediate run, the delivery date for the transfer order is blank.

A change has been made so that transfer orders will have the correct delivery date when run via batch.


65162 - Reorder Report Taking a Long Time to Run

The Reorder report is taking a very long time to run; particularly when no range criteria is selected. A new report sequence has been added, which is by warehouse by item code. This will report each warehouse in order, generating a separate report. Additional measures have also been implemented to improve the performance time.


65168 - Changing Currency on a Purchase Order

The PO Edit Maintenance screen does not allow the user to change the currency from local to foreign if the tax has been calculated in purchase order lines. When it allows the currency change, the total amount is changed to zero.

A change was made to allow the user to convert local to foreign, foreign to local, foreign to foreign; whether the tax is calculated or not.


Distribution



65171 - Cannot Insert a Note for a Line with a Decimal Sequence

No

When adding a note line using the WP option against a line that is not a whole number, the following error message is displayed: Unable to insert note line. Users were not able to insert a note line using the WP menu option into the Purchase Order Line Item screen after a line sequence number that consists of a decimal number. For example, a line sequence No = 1.5. However the users could enter in a note after a line sequence number that is a whole number. For example, line sequence number = 1.

The issue has been fixed now so the users can insert note lines at any point regardless of the sequence number being a whole number or a number with a decimal.


65185 - Maintaining a Purchase Order with Project and Cost

Category

This change fixed the incorrect validation of project and/or cost category, resulting in infinite looping and the inability to edit purchase order lines.


65211 - Items On No Supply Cannot Be Reordered

Items that are set up as No Supply are excluded from purchasing by the reorder system. The exclusion of these items has been removed, bringing the reorder process into line with the normal purchase process for items on No Supply.


65216 - PO Requisition Copy Correct Delivery Instructions

The copy program was automatically populating the delivery instructions when copying a PO requisition.

This issue has been fixed and the copy program will copy the correct delivery instructions.


65250 - GST Tax Rate% Not Displaying In PO Lines Enquiry Screen

Tax rate% is not displaying in the PO Lines screen accessed through Purchase Order Enquiry and the users were not able to see the Tax rate% that is being applied to the individual line.

This issue has been fixed and the users can now see the Tax rate% that is being applied to the individual line in the Purchase Order Enquiry screen.


65269 - Incorrect Posting to Purchase Variance Account

When posting a supplier invoice against a purchase order with charge and prior stock adjustment, the invoice is incorrectly posted to the Purchase Variance account. This has been updated to post to the Purchase Provision account.

Distribution




65272 - PO Edit Sets Status to Approval Required Incorrectly

When a purchase order is edited by a user with insufficient limits and only the dates are changed via the Lines which does not affect the value of the order, the status changes back to Approval Required and must be approved again.

With this change, the purchase order status remains unchanged if the order is edited via Lines and does not affect the line value.


65289 - PO Note Lines Not Being Displayed

When entering a partial PO return, the note lines entered are not being displayed.

This has been updated to correctly display the note lines entered.


65300 - Approve Mode Unavailable In Requisition Approval

The PO Requisition Approval has the capability of accepting a specific purchase order passed in as a parameter. If the requisition approval limit is set, as well as the other purchase limits, the mode to approve the requisition is no longer available. This restriction has been removed and the Approval mode will now be available for selection.


65309 - Keywords Enquiry of Supplier Code Issue

When you press F2 (Help) at purchase order line entry, it displayed an Item Code Enquiry screen.

The Supplier mode is now displaying a list of item codes for that supplier code.


65369 - Replenishment Transfer Orders Not Loaded Into WMS

When transfer orders are created via warehouse replenishment for a distribution warehouse, the shipped quantity on the order is set to zero. This means the order will not be loaded into the warehouse and the order will be set to backorder. This occurs even if plentiful stock is available in the distribution warehouse. The order creation has been changed for transfer orders from a distribution warehouse. The shipped quantity will no longer be set to zero when stock is available for the replenishment.


Distribution



65381 - Purchase Order In Transit Quantity Set To Backorder

When a purchase order is in the In Transit status and the Goods Receipt mode is selected, the system sets the in transit quantity to backorder. If the user exits the screen, the in transit quantity is not restored.

This issue has been fixed to restore the in transit quantity.


65478 - PO Audit Record Not Cleared When Running in Batch

Mode

In the Purchase Orders module, when running the Purchase Order Archive program and entering Y in the Purchase Order Audit Clear field, then saving the parameters and running the report later in batch mode, the audit records are not cleared.

A change has been made so the Purchase Order Audit Clear field will be saved as parameters so that audit records can be cleared when running in batch mode.


65486 - Note Lines Not Refreshed When Clicking PO Lines

In purchase order return, clicking on each purchase order line is not refreshing the note line.

This has been updated to correctly display the corresponding note line.


65525 - PO Charges Estimate Screen Shows Incorrect Help

Context

The Charges Estimate screen was not showing the correct help context from within Pronto Xi. Also, the module and function code was being updated incorrectly when the user selected the Charges Estimate option from the Extra mode in the Maintain Purchase Orders (PO M006) function.

This issue has been fixed so that the help context will display correctly when a user opens the Pronto Xi help for the Charges Estimate screens. The module and function code will also remain unchanged when the program switches between the Maintain Purchase Order and Charges Estimate screens.


65650 - Duty Amount Incorrect When Supplier Price Per Greater

Than 1

If duty is entered as an amount instead of rate, the duty apportioned is incorrect if the stock supplier price per is greater than 1.

This issue has been fixed, so that the duty amount is now correctly apportioned for the items.


Distribution



65757 - GL Masking Filter Type R Not Working Correctly

When a user has type R (Requisition only) access to certain GL accounts and creates a new requisition order, the user cannot use the project cost category associated with the GL account which has been granted R type access to.

With this change, the GL masking filter type R is now working correctly for PO requisitions.


65798 - Updated PO Removed From Shipment

If there are purchase orders of status Updated and Transit in a shipment and the Transit mode is selected, upon exit, the system incorrectly removes the purchase order of status Updated.

This issue has been fixed to not remove any purchase orders from the shipment regardless of status.


65883 - Receipt Quantity Incorrect After Order Spl it

When goods receipt is done after a purchase order in transit is split using the Maintain Shipment Details (PO M102) function, the quantity received is doubled if there is no backorder quantity.

This issue has been fixed to populate the received quantity correctly.


Sales and Marketing



Sales and Marketing

Customer Relationship Management

64162 - PgUp/PgDn Keys Not Working Properly in CRM E001

Screen

Using the Page up and Page down keys does not show the records by page.

A change was made to show the records by page.


65039 - CRM Sync Not Sending Through Expected Data to

Outlook

The CRM Activity Descriptions were not getting synchronised with Outlook. The activity descriptions were also not getting printed in CRM reports.

These issues have been fixed and the activity descriptions are getting synchronised and printed as expected.

Key Data Module/Function: CRM T001

65040 - Attribute Audit Logs Not Displaying in Audit Log Screen

The attribute audit logs were not shown in the Audit Log screen for the selected attribute.

This issue has been fixed and user will be able to see audit logs for the selected attribute.


65071 - Leads/Opps and Contact Search Not Showing Direct

Matches

The Lead/Opp and Contact search was not showing the results that are directly matching with Lead/Opp and Contract numbers.

This issue has been fixed and the Direct Match screen has been introduced to Pronto Xi 710 and onwards.


Sales and Marketing



65157 - Lead Search Not Returning the Expected Results

When a lead and an account have the same number, if the user searches for the lead and selects it, then searches for the account with the same number, the account is returned correctly. But if the user goes back to the Leads tab and searches and selects the lead, it jumps back to the accounts page.

This issue has been fixed and the Lead search screen will show the lead results as expected.


65275 - Search Shows All Rep Records

When CRM Console preferences are checked to show only their accounts and they do a lookup, all reps accounts are returned instead of just the accounts for that user.

This issue has been fixed. Now when the Show Only Current User flag is turned on, only the records that belong to the current user rep code are displayed.


65276 - Transactions Data Grid Is Losing Currency

When selecting transactions through the console, the transaction window returned contains all transactions instead of the one selected.

This issue has been fixed and the program will point to the correct record that has been selected.


65277 - Customer Rep Code Not Updating CRM Account Rep

Code

When changing the rep code in the Customer Maintenance screen, it was not getting updated in CRM.

This issue has been fixed and now the rep codes are getting updated as expected.


65335 - Descending Data Sort is Displaying Transaction Records

In the Customer Relationship Management module, when creating a new Customer Transaction view in descending transaction date order, the records are not displayed correctly. You need to arrow up or page up to view the records in the data grid.

Now the last record is shown in the data grid so that the user will know there are records.


Sales and Marketing



65360 - Rep Code Gets Inserted and Updated in CRM Accounts

Contacts

When inserting or updating a rep code in the CRM accounts, it was not inserting or updating the rep code into the crm-accounts-contacts table.

This issue has been fixed and the rep code is getting updated as expected.


65385 - CRM Account Dedup Shows Original Account No. On

Both Sides

When a user creates a new account with the same name and address as the original account in the CRM Console screen, the Account Duplicate Control screen shows the Original Account Number on both sides of the screen.

The issue has been fixed and the Account Duplicate Control screen now shows the Original Account Number on the left side and the newly created account number on the right side of the screen.


65398 - Removing CRM Account Does Not Remove

Contacts/Sites

Removing a CRM account does not remove the contact and sites attached to it, even if the admin flag option is set to delete contact and site.

A change was made to remove contact and sites when a CRM account is removed.


65465 - CRM > Data Mining > Attributes > Select Mode Issue

When selecting the value for the attribute value, the selected value is not displayed in the screen.

A change was made to display the selected value for the attribute.


65696 - Bulk Account Deletion Issues

After the bulk deletion process, the OK button overlaps with the total number of deleted records.

The word Deleting is also truncated in Pronto Xi 700.

A change was made to increase the window height to give space for the OK button.

The word Deleting in Pronto Xi 700 can now be seen completely.


Sales and Marketing



65699 - Cannot Change the Contract End Date

The system does not allow a contract end date to be extended when the asset is already returned and used in another contract.

A change was made to give a warning message to the user that the returned asset is in a new contract. The user will be able to continue or exit from the function.

Key Data Module/Function: RENT M023

Sales and Marketing



Point of Sale

63098 - Payments on Resumed Sale

In POS it is possible to do a part payment to an order and suspend that. Earlier it was not possible to refund this part payment after resuming the order without voiding it. A new option has been introduced to refund a previous deposit after resuming the order and let the user pay using a different tender type.

The entry field command for the new option is CD and it appears in the Point of Sale Options as Refund Deposit under the Tendering Options. This will be available only if there is a previous deposit for a resumed order and using this mode it is possible to refund the deposit completely or a part of it.


64737 - Can't Resume a Backorder That Has a Coupon

A promotional coupon can be entered while creating a Point of Sale order. If the user wants to set the whole order to backorder, the user can use the Order Despatch Method screen in the Point of Sale module to set all the order lines, including the line created for the coupon, to backorder. It is possible to pay fully for the order even the order is in backorder.

Before the correction, when the backorder resumed, it opened up in Refund mode. The user was not able to void the sale. After the correction, when the backorder is resumed it will open normally and the user will be able to void the sale if required.


64933 - POS Not Showing Special Line

Special lines are hidden and handled as kit lines when Display Kit lines is set to N.

With this change, the special item lines display on the screen all the time.


64944 - Picking Slips Converting To Quotations

In POS, the user is able to convert a picking slip to quotation which is incorrect.

This has been updated to prevent the user from converting a sales order to a quotation after the picking slip has been printed.


Sales and Marketing



65141 - Cash Threshold Warning Not Displayed If 'LOGIN' Macro

Used

When the cash threshold has been exceeded in POS, a warning message (image) is displayed on the POS screen. When a user had this warning displayed, and they entered either the OP or LOGIN macro without exiting POS, they would be asked to log into POS again. After logging in, the cash threshold warning message would no longer be displayed.

This issue has been fixed. Should the cash threshold warning message be displayed, and either OP or LOGIN are used, when the user logs in again, the same cash threshold warning message will remain until such time as the POS system gets below that cash threshold amount.


65310 - Stock Warehouse Details Created Incorrectly In AT Mode

When sales orders that have been created at a local store and transferred back to head office using AT mode, some checking of the sales order is performed. As part of the checking process it was possible that stock warehouse detail records could be created for special lines from the order. This is incorrect as special lines should not get a warehouse created.

The sales order check has been updated to exclude these sales order line types from any warehouse creation.

Key Data Module/Function: ATM M002

65372 - Multiple Promotions with Exclusivity are Incorrectly

Applied

When more than one promotion exists for items and one of the promotions is group discount with exclusivity set to Y, the promotion discounts are not applied correctly.

A change has been made to correct the promotion discount calculation.


65433 - Ingenico POS Masked Pan Details

Masked PAN details will be stored against the cash-drawer-money-trans object for Ingenico EFTPOS transactions. Previously it was dependent on the selected Tender Type.


65450 - Stock Balance Incorrect After POS Transfer

When a POS transfer is raised between warehouses, the quantity of the stock is incorrect in the to warehouse.

This has been updated to correctly reflect the stock balance when a transfer is done through POS.


Sales and Marketing



65452 - Rounding Issue on Per Item Price Shown on Item

Description

When entering a fractional quantity in POS for an item that uses W (Weight) as the issue control and the unit of measure, there is a rounding issue with the per item price.

With this change, the line item price as the per item price shown on the item description is used, rather than recalculating the per item price from line item shipped amount and item shipped quantity, to avoid the rounding issue.


65484 - RPOS Coupons and Special Lines

A promotional coupon can be set up in the Point of Sale module to issue a bonus item if the parent items are sold in a POS order. The quantity of the bonus item should calculate according to the quantities entered in the promotional coupon.

Before the correction, if the sales order had a special line, the quantity of the bonus item added to the order was wrong. The bonus item has to be issued only for the items defined in the promotional coupon on the sales order, and for the quantity of those sales order lines.


65489 - Incorrect Rep Code is Populated in POS

When completing a sale in POS, the user is returned to the operator sign on screen. If they enter an invalid rep code and then wait for the sign on to timeout, they're logged back in with an incorrect operator code. This operator code is then populated incorrectly into sales record.

With this change, the system will remain on the operator sign on screen instead of logging in to the POS order entry screen.


65491 - SO Date Not Updated in POS When Converting Quote to

Order

The sales order date is not updated when converting a quote into a sales order in POS.

With this change, the sales order date is updated to the current date when converting a quote into a sales order through POS.


65524 - Validated Refunds Allowing Multiple Refunds

In POS validated refunds, the system is allowing the user multiple refunds on an item, exceeding original quantity if the previous credit note is not updated.

This has been fixed so that the validation now checks on credit notes not yet updated by the system.


Sales and Marketing



65530 - Unable to Refund When Quantity is Less Than 1

Default refunded quantity is set to 1. This will stop a refund when refund quantity is less than 1 and refund is verified. Error - Quantity returned exceeds quantity sold is returned.

The program has been changed to use the smallest increment of the UOM as the default refunded quantity instead of 1 if the original ordered quantity is less than 1 and refund is verified. For example, if the UOM allows 4 decimal places, the default refund quantity will be set to 0.0001 if the original ordered quantity is less than 1.


65568 - Cancelled POS Receipts are Flagged ARCHIVED

Cancellation of POS receipts are flagged with transaction status of 1, causing customer integrity errors.

With this change, the cancelled POS receipts are flagged with a transaction status of blank, and there are no more integrity errors.


65610 - It takes a long time to search for document ID with AT

mode

It takes a long time to search for document ID for refund, reprint, enquire, purchase order create and review when AT mode is enabled. The functions have been modified to improve the performance. The entered value will be searched as a document sequence if the value is numeric; otherwise it will be searched as a full document ID.

Key Data Module/Function: POS M017, POS M016, SO E007, SO E046, SO M055, SO E013, SO E006

65614 - POS Delete Suspended Orders Function Report

Information Line

The POS Delete Suspended Orders function was producing a report which stated that Suspended orders containing special/indent items excluded. This description does not match that of the Pronto Xi help files and was required to be changed.

The message on the report now reads as Suspended orders containing special/indent items included, in order to bring it in line with the Pronto Xi help files, and the functionality of the program.


Sales and Marketing



65711 - Kit Price Changing

A customer can use Retail pricing where sales order line uses the price inclusive tax. When a kit item is entered in a POS order, the retail price of the kit item will be used and the tax calculations for the components will use the component prices to distribute the kit item price between components.

It is possible to change the customer of a POS order after entering order lines to a POS order. If the new customer has the same price level as the original customer, no price change should apply to the order lines.

Earlier line total and order total changed after changing the customer which was wrong. Now repricing has corrected at account change of a POS order.


65722 - Credit Card Surcharge not Calculating Upon Refund

When a POS order is paid or refunded using certain tender types, a surcharge applies to the payment amount. If the POS order is a Refund order, the surcharge calculates based on the Refund Method value of the tender type used.

If:

refund method is 1 no surcharge will refund refund method is 2 surcharge will refund refund method is 3 surcharge will be calculated and will apply to the refund payment

These surcharge amounts did not calculate correctly before and this issue has been fixed.


65728 - Promotion Discount Applied Multiple Times

Sales with items from multiple tax groups across multiple promotions elements do not have their promotion prices applied correctly.

With this change, the promotion has been applied correctly for sales with items from multiple tax groups.


65761 - Incorrect Qualifier Lines When Two Promotions Are

Applied

When two promotions are applied together, the qualifier lines are not correct.

With this change, correct qualifier lines are generated correctly if two promotions are applied together.


Sales and Marketing



65783 - POS Double Refund When POS Item Is Repriced After

Payment

Double refund occurs when a POS item is repriced after payment is received.

With this change, no more double refund occurs when item is repriced after payment is received in POS.


Supply Chain Management




Distribution Requirements Planning (DRP)

64938 - MRP Consideration of DRP Lead Time for Orders

When the DRP process is run, planned receipts will be generated specifying a day of need. This will take into account any DRP network lead time. Releasing the DRP planned order to transfer sales order was incorrectly changing the day of need for the DRP requirement, adding the lead time.

This has been updated so that the DRP requirement is not adding additional lead time.

Key Data Module/Function: MRP E001, DRP M056

65849 - Include Credit Notes in Demand for DRP Processing

When credit notes are to be partially included or excluded from the demand, a process is run to subtract the required amount. This is done for field values C or N. For sites that utilise DRP but not manufacturing, the default setting of this flag is Blank. This default causes the check of credit notes to be run unnecessarily. This can add significant overhead, and extra time, to the running of the DRP process.

The credit note comparison has been changed to only handle the specific settings of C and N, any other setting is ignored.

Key Data Module/Function: DRP M057 Major Function Flags: Include C/Notes In Demand = Blank




Advanced Forecasting

64893 - Incorrect Quantity Adjustment Using Adjust History

Adjusting history using value does not give the correct quantity.

A change was made to correct the quantity.

Key Data Module/Function: FCS M006

65331 - Advanced Forecast Generates Long Transaction Error

An I/O error of Long transaction detected occurs when advanced forecast results are generated from stock-movements.

A change has been made to improve the efficiency.

Key Data Module/Function: FCS M006




Warehouse Management System

61985 - Printing of Kit Header Lines on Warehouse Picking Slip

The warehouse picking slip does not report kit header lines. This is the correct functionality, but in the layout definition is causing confusion. The layout allows the definition of the kit header line and the implication is that this should then print on the pickslip.

This will not happen and the ability to select the kit header line type in the layout definition has been removed.


63676 - Sorted Location Incorrect During Warehouse Location

Entry

In the Warehouse Management System module, when entering a new warehouse location in the Valid Warehouse Locations screen, the sorted location displayed is incorrect.

A change has been made so the sorted location that is displayed is always correct in the Valid Warehouse Locations screen.


63862 - Joining Transfer Sales Orders in A Type 3 (WMS

Controlled) Warehouse

The joining of transfer orders that are linked to work orders is not always updating the link record properly. In some cases the link remains on with the original order, instead of being updated to the new order. Having these links in an incorrect state can cause errors when trying to complete and update the work orders. Stock movements and costings can all be impacted. The join/merge process for transfer sales orders has been changed to ensure all work order links are updated correctly.


64903 - Detailed Order Processing Issue

This change fixed a cosmetic overlay issue in the Batched Release of Orders screen.


64928 - Sort Analysis Code Was Not Printing On Pallet Tickets

When printing Pallet Tickets in a type 3 (WMS Controlled) warehouse for an item that has a Sort Analysis Code (SORT code) assigned to it, the SORT code would not print.

This issue has been fixed so that if a SORT code is assigned to an item, it will print the correct SORT code on the pallet ticket.





64952 - Pick Start and Stop Times Incorrect

In the Warehouse Management System module, in the Detailed Order Processing screen, pick start and stop times are incorrectly duplicated in other orders.

A change has been made so that pick start and stop times are displayed correctly for each order.


65035 - RF Receipt by Shipment with Designated Inwards Staging

The RF receipt by shipment process will report an error when designated staging is in use. The insertion of the receipt record is failing. The receipt process has been updated to handle staging locations.

Key Data Module/Function: RF M006 Major Function Flags: Use Designated Inwards Staging = 1

65224 - Cannot Release a Sales Order if the Picker is Picking a

Job

Cannot release a sales order if the picker is picking another job. This will cause an I/O error of Record or file is locked on the data object warehouse-resource-trans.

Now the system will skip updating new schedule to the job which is currently in use if the user answers No in the Retry Confirmation screen.


65347 - Pick Jobs Sent to RF in Wrong Order

In the ScanPack module, when performing RF zone picking, the wrong order of pick jobs is performed. This results in newer pick jobs being picked first before the older picks.

A change has been made so that correct order of pick jobs will be performed.


65512 - Planned Quantity Not Displayed in Work Centre

Scheduling

In the Manufacturing module, when running the Work Centre Scheduling and you go to the Planned Quantities detail window, the Planned Qty field is blank.

A change has been made to display the Planned Qty field correctly.





65564 - Manual Close of Box Causing Pick Location Errors

The manual closing of a box during the pick/pack process can cause the picking location records to be updated incorrectly. This occurs when a single pick job contains multiple occurrences of the same item/location combination. After the box is closed, the wrong picking location record can be selected for the continuation of the pick/pack process.

This re-select of the current picking location to process has been updated.


65596 - Two Step Replenishment Allows Stock to Go Negative

The auto refill replenishment functions allow over-replenishment providing that there is sufficient stock available in the location. A scenario has been found when scanning an alternate GTIN where the over-replenishment can go through when there is not sufficient stock in the location. This causes stock to go negative and integrity issues will be reported.

The validation of the replenishment quantity has been changed to stop an erroneous over-replenishment getting through.

Key Data Module/Function: WHSE M115, WHSE M116

65669 - Exiting RF Pick at Location Entry Point

When exiting the RF Pick by entering a zero as the location code, the screen appears to prompt for the location again prior to exit. The RF process is not prompting for the location twice, it is prompting for a different field.

The issue is that the field label is not refreshed giving the appearance of a secondary prompt. The exit process has been updated to re-display the correct field label.

Key Data Module/Function: WHSE M013, WHSE M014

65730 - Transfer Order Processed As Normal Order

If stock is not available when a sales order is released from a type 3 (WMS Controlled) warehouse, the sales order status will be changed. When the part shipment flag is set to B or C, the order is put on hold as backorders are not permitted. Transfer sales orders are incorrectly being placed on hold using the value for normal orders. This causes problems when subsequently trying to process the order.

The status change process has been changed to ensure that transfer orders are updated with the correct transfer hold status. This will allow the order to be processed correctly when the stock becomes available.

Key Data Module/Function: WHSE M064 Major Function Flags: Part Shipment Allowed = B or C




65785 - Release Order Issue

When multiple users are releasing orders at the same time, an I/O error may occur and the process can fail, attempting to lock the object system-carrier for the next consignment number.

A change has been made to stop the error from occurring, instead a warning message is displayed and the order is not released.

Key Data Module/Function: WHSE M064 Major Function Flags: WMS When are Consignment Notes Allocated, , (multi-batch despatch)? = ' '




EasyEDI

64800 - Supplier and Vendor Codes Not Returned in EDI Flat Files

If the qualifier is not populated in the incoming ORDERS file, the data does not get saved and cannot be output in the outgoing files.

Now the Data will get saved even without the Qualifiers.


64803 - Invoice Details Not Populated In GL Details

In a supplier's invoice batch processed through EDI, the GL reference and details are both populated with the PO number which is incorrect.

This has been updated to populate the GL details with the invoice number.


64814 - ORDERS File Items With Discounts Not Giving Price Errors

Price errors were occurring for the incoming order items when the prices items got discounts on them.

This issue has been fixed and the item prices are calculated correctly and not giving any unexpected error logs.


65241 - Incoming ASN File All Orders Processed

A file containing multiple ASNs does not process and report all files.

This issue has been fixed and all the ASNs are getting processed.

Also the header ship address code will be used by the program when the lines do not have warehouse codes.


65413 - Now EDI Postcode Sent in a Separate Field

Now the EDI postcode will be sent in the fh-ship-address[6] fields. Before the postcode was concatenated with address line 6. It was causing issues when setting the sales orders from the Incoming EDI files.

Now the issue has been fixed and all the incoming order files are creating sales order delivery addresses as expected.





65640 - EDI Address ID set

An incoming sales order that uses the customer’s delivery address to set the sales order delivery address will now also set the sales order delivery address ID in the same way as the other fields such as address and phone numbers, and so on.

Key Data Module/Function: EDI M003

65678 - I/O Error Loading Incoming ASN

This change fixed the following issues:

I/O error was occurring when loading an incoming ASN file against orders with suffix orders. Over shipment was incorrectly applied. Goods receipting over shipped In Transit non-shipment associated order was resulting in

inventory integrity. In addition, purchase order number, backorder flag and line sequence have now been exposed for verification when confirming ASN quantities.


65697 - EDI Order Response Document Header Incorrect

If an order response document is generated with a flag setting of per customer order, and one order has all the lines rejected whilst the other orders are being supplied, the header code is shown as fully rejected.

This is incorrect and has been updated to show as changed instead of rejected.





Catalogue Management

65304 - Issue With Inventory Created From Catalogue I tem

With this change, inventory created from a catalogue item will now default to the currency code, conversion factor and/or buy price set up for the catalogue item.

Key Data Module/Function: CATA E001 Major Function Flags: Keywords Used = 5

65306 - Stock Catalogue - Update Supplier Prices

This change fixed issues with the upload of supplier price for catalogue items. The import file format required is supplier part number of up to 20 characters and supplier price, with "|" as the field separator.

Key Data Module/Function: CATA M016

Manufacturing Management





60871 - Disassembly Work Order - Serialised Item

Prior to this change, the disassembling of serialised item was incorrectly increasing the stock level of the item.


Key Data Module/Function: MANU T014 Major Function Flags: Serial Number Traceability = 2 or 3

63832 - Incorrect Component Consumption in Alternate Unit of

Measure

A component in alternate unit of measure with decimals override can be incorrectly consumed with production feedback for a backflush finished item. If the work order is completed through the Work Order Maintenance (MANU M073) function, the same component is backflushed correctly.


Key Data Module/Function: MANU T014 Major Function Flags: Number of Decimals of Stock Qty Table Entry: UM Decimals Override

64097 - Gross Requirement Doubled in MRP for Contract Order

In the Manufacturing module, when running MRP for an item that has a normal sales order which is under a contract order, the gross requirement values double up. A change has been made so that correct gross requirements are calculated in MRP for an item on a contract order.

Key Data Module/Function: MRP M001

64124 - Sales Order Configured Items

When the Cost to Use to Value Stock major function flag in the Inventory Procedures (SYS M053) function was set to W or B, the price of the configured item was not calculated if the original BOM had a multiplier flag set to Y.


Key Data Module/Function: SO M001 Major Function Flags: sys-cost-to-use




64270 - Quantity Change of an In-Progress Work Order

The change to the quantity on a work order that is in progress does not update the routing correctly. When the quantity is changed, an option is presented to adjust the routing. If the routing is not to be changed then only the process quantity should be updated. Any routing times and the overall duration of the work order should remain unchanged. This will be changed when the routing is adjusted.

In addition, a new selection has been added for the specification of a routing stream when the work order quantity is changed. This is to allow an alternate routing stream to be selected and is applicable to Pronto Xi versions 700 and above.


64591 - Incorrect Dates for MRP Planned Quantity

The results obtained when running MRP for a specific factory can differ to the result when MRP is run for all factories at once. The result for a factory should be the same regardless of the selection mode. The MRP process has been updated to change the way shop floor calendars are used to ensure a consistent planning result.

Key Data Module/Function: MRP M001

64804 - MRP Release Planned Order Creates PO for Supplier on

QA Hold

In the Material Requirements Planning module, purchase orders are created during Release Planned Orders for supplier that is on QA Hold. This is not consistent with the PO Entry function where the system will block the user from creating a purchase order for a supplier that is on QA hold.

A change has been made so that planned orders will not be released and subsequently create a purchase order for a supplier that is on QA hold.

Key Data Module/Function: MANU R047

64925 - Dependencies on Multiple Variables Causes Wizard

Issues

In the Sales Orders module, when using the Sales Configurator wizard and more than one variable does not conform to a dependency rule, the cursor is stuck at the first variable and you can't correct the other variables.

A change has been made so that the cursor won't be stuck and multiple variables can be corrected to conform to dependency rules.





64969 - Production Entry - Work Orders Accepts a Blank Item

Code

In the Production Entry - Work Orders (MANU T014) function, a blank item code is not validated.

A change has been made to validate and issue an error if an item code is not found in stock-master even if the entry is blank.

Key Data Module/Function: MANU T014

65005 - MPS Maintenance/Enquiry Screen Is Blank

In the Manufacturing module, when entering * which represents all factories for the factory code in the MPS Maintenance/Enquiry screen, a blank screen is displayed and no records are shown even if you scroll up and down.

A change has been made so that when * is entered for the factory code, then valid MPS records for all factories are be displayed.


65026 - Sales Configurator Wizard Not Using Correct Gen Code

In the Manufacturing module, when creating new items from configured items that have variables with gen codes via BOM copy or Sales Order creation, the new item code generated always uses the default value of the variables instead of the values that were entered during wizard configuration process.

A change has been made so the correct new item code is created from configured items that have variables with gen codes.


65041 - Wizard Section Description Not Saved On Entry Mode

In the Manufacturing module, when creating a wizard section in the BOM Maintenance screen, the description entered is not being saved. A change has been made so the wizard section description is saved during entry mode.


65138 - Work Order Status Report Not Showing Completed

Quantity

In Shop Floor Reports, when running the Work Order Status report, the completed quantity is not being displayed and some field headers are overlapping. A change has been made so that completed quantity and all the other fields and their headers are displayed properly.





65240 - Item Backflushed Byproduct Not Booked Into Stock

In the Manufacturing module, when updating a disassembly order that has an item backflushed byproduct, the byproduct is not being booked into the stock. A change has been made so that item backflushed byproducts will be correctly booked in during the disassembly process.


65330 - MPS Bulk Add and Remove Not Working

In the Manufacturing module, when running the bulk addition or removal of MPS items in the MPS Maintenance screen, the range/filters are not working correctly. Incorrect items are being added or removed.

A change has been made so that Bulk Add/Remove functionality will work properly when using the filters provided in the screen.


65397 - Work Order Quantity Linked to Sales Order Incorrect

In the Manufacturing module, in the Create Work Order function, when creating a work order for an item and then manually linking it a sales order line that is not in base UOM, the work order quantity is not converted to base UOM.

A change has been made so that when manually linking a SO during WO creation, work order quantity is converted to base UOM if needed.


65419 - Bulk Work Order Issue - Labour and Special Items

This change fixed incorrect evaluation of stock availability for labour and special items, resulting in the inability to release firm planned orders with these items.


65511 - Labour Scheduling Report Not Displaying Planned

Information

In CRP Reports, when running the Labour Scheduling report and entering Y in the Include Planned Quantities prompt, the planned quantities information is not included in the report.

A change has been made so that planned quantities information will be displayed in the report when prompted.





65513 - Incorrect Used Hours in Work Centre Scheduling

In the Manufacturing module, when you run CRP Work Centre Scheduling, there are times that the values being displayed for a work centre are the values of a different work centre.

A change has been made so that correct available and used hours are displayed for the work centre every time.


65533 - Subcontract PO Not Created During Bulk Work Order

Issue

In the Manufacturing module, when doing a bulk work order issue for a work order that has routing with a subcontract work centre, the subcontract PO is not created unlike when doing the issue WO maintenance, the subcontract PO is created.

A change has been made so that subcontract PO is created during Bulk WO Issue.


65609 - MPS Firm Planned Order Creation

When a work order is created through MPS, the system does not create routing information on the work order.

With this change, firm planned orders created through MPS will include relevant routing information.


65617 - Sales Order / Work Order Link Problem

Prior to this change, there could be instances of sales order / work order links being incorrectly created.

A change has been made to correct this issue.


65674 - Disassembly Order - Item Backflushed

When a disassembly order was created for a finished item, which is set up as item backflushed, Pronto Xi did not allow the issue of the finished item to record its consumption.

A change has been made to correct this issue.





65794 - Issue with Routings on Phantom Items and Grouping

Codes

In the Manufacturing module, if you have a BOM set up that contains phantom items that are in a grouping code, when you try to load the work order, an error is generated saying there is duplicate routing even though you only chose one of the phantom items.

A change has been made so the duplicate routing sequence error is only generated when there are actual duplicates among phantom items.


65805 - Configurator - Formulated Routes

Prior to this change, pressing F2 (Help) on Default Route ID is showing all routes when there has not been any route ID assigned, but if there is a default route ID assigned, the list is not showing formulated route code/IDs.

The following changes have been made:

Help list will only show non-formulated routes for non-configurator bill and all routes for configurator bill.

Route copy will retain the copy-from route type with no formulae copied. Route formulae can only be maintained through a configurator bill, with the bill's defined variables.

Non-configurator bill can no longer set formulated route code/ID as its default route ID.

Key Data Module/Function: MANU M047, INV.M151, MANU M071

65816 - Load Work Orders Removing GST for Sales Orders for Kit

In the Manufacturing module, when creating a work order for a kit sales order through the Load Work Order function, the GST is removed in the sales order after the work order is created.

A change has been made so the GST amount in the sales order is correct after a work order is created for it.


65834 - Production Entry - No Work Order Does Not Perform

Backflush

In the Manufacturing module, when creating and updating a docket using the Production Entry - No Work Order function for an item flagged for backflush, the components are not backflushed after updating the docket.

A change has been made so that components will be backflushed correctly in the Production Entry - No Work Order function.

Key Data Module/Function: MANU T004

Asset and Facility Management




Rental / Contract

64614 - Tax Issue on Rental Contract

Running an invoice for Rental without posting it in a company with tax group does not calculate the taxes.

A change was made to show the taxes for Rental invoices in company using tax group.


64824 - Cannot Action Rental Credits

When running the Credit Rental Invoice function, the screen prompts for the options of what is being credited are misleading. The Full credit option will credit the full amount of the final invoice only for the specified contract range for the specified invoice date. If you choose the F option, you must put the date of the final invoice for the contract (range) and it will credit that invoice in full. This could be used, for example, if the batch just run was incorrect and you wanted to reverse it. If you specify the date of any other invoice produced for the contract (range) and that invoice is not the final invoice, it will do nothing. This option could therefore specify FULL credit of FINAL Invoice only or something similar.

The Partial credit option will actually credit the amount applicable for a specified period. The date specified is back to and including the period from date. This period may have been invoiced on multiple original invoices. This option would most likely be used for an individual contract only if a credit is being given for part of the contract period. This option will credit all invoice amounts back to that date. It cannot be used for a selected date range. This option could therefore specify PERIOD-based credit back to specified period from date (inclusive).

A change was made to change the title to Final or Period. The date fields for the Final and Period was also change to reflect the correct help.


65001 - Rental Contract Lines with Invoice To Dates

It is possible to add new items to an active Rental Contract. When adding new items, the user can set the unit out date to a date different to the contract start date. If the unit is an asset, the system will ask the start date of invoicing. This date can be different to the contract start date and the unit out date.

When shipping the units to the contract, the user can change the unit out date again. If this date is different to the unit out date entered when the unit was added to the contract, the user will ask, whether to use this date as the new invoice from date or not. If the user selected to update the date, the invoice from date will be overwritten by this new date.

When invoicing the contract, the invoice from date has to be taken from each unit. This date can be the contract start date, unit out date or a totally different date set by the user. So the unit should be invoiced from the current, Invoiced To date up to the end of the period selected.





65311 - Print Format Field Has Been Removed From 710

The Invoice Rental Contracts (RENT M020) function in the Rental Contracts module had a Print Format option in Pronto Xi versions 700 and below. Now this has been removed. This Print Format used to determine what is been added to the sales order line.

The correction has been done to add the necessary details to the sales order line without reinstating the Print Format option so the users would not lose the information they used to have in the sales order when the Print Format option was available.


65375 - Rental Rate Type Issue

When projects are not used in the system, the rate type used in the Contract Control screen is not honoured by the system.

A change was made to enable the system to honour the values set in the Contract Control screen.


65439 - Contract Billing Report Invoice Issue

The period is displayed in 2 decimal places but when used in calculating the total amount, it is used in 4 decimal places.

A change was made to display 4 decimal places for the period.


65479 - Receive “Lost Contract” When Passing [accountcode]

r80maint uses param(2) for contract-no and accountcode. This confuses users who would like to execute the function from a program.

A change was made to use param(3) for accountcode.


65581 - Prevent Error when Changing Date Due In on Rental Line

If the line was at status Active and the date due in was changed, a zero divide error occurred.






65582 - Finishing a Contract Using the Status Mode Doesn't Finish

Contract

Finishing a contract using the Status mode will now mark charge lines as Returned and mark a contract as Finished. Setting date due in on a line to a date equal or earlier than the date invoiced will prompt as to whether to mark the line as Returned, which will prevent future invoicing of that line. The end date on a contract can be changed regardless of whether there is a guaranteed period.


65624 - Rental Invoice Lines Truncating Serial Number

The serial number and item code are truncated when the length exceeds 15 characters.

A change was made to display the full length of serial number and item code.


65802 - Error with Rental Invoice Date Calculation

A rental contract of Invoice Method A with Cycle set to 1 didn't invoice because the parameters passed to the i8rentb2-calc-ann-for-daily procedure in i8rentb2-calc-anniversary-date were not in the correct order.

This issue has been fixed and the rental invoice process now invoices the contract correctly.





Project Costing Management

63307 - Subcontract Agreement Open Variations Issue

A completed subcontract agreement was able to have variations raised against it; however there was no way to complete the variations because the parent order was complete.

A change was made to prevent users from creating a variation when the project is already complete.

Key Data Module/Function: PROJ E006

64544 - Original Budget on Contract

Calculation of original budget was based on the project status. This gives confusion as Contract project types lock in the original budget in Setup status while other types lock it in at the In-Progress status.

A change was made so that original value will be calculated based on whether original values have been locked in or not.


64948 - Claim Schedule - Variation Approval Issue

Changing the approved amount of a variation does not change the contract amount in the claim schedule.

A change was made to reflect the changes of the variation approved amount into the claim schedule.


64949 - Variation Reversing the Status

When reversing an approved variation into a status of Entered, the expected amount is set to zero.

A change was made to prevent the system from initialising the expected amount to zero when an approved variation is reversed. The expected amount is populated based on the project costing and not on the status.


64973 - Hire Timesheet Transaction Using Incorrect Scale to Post

When entering a pay rate that does not require a pay code and it is preceded by a pay rate with a pay code, the pay code is inherited by the record.

A change has been made to assign a pay code only to pay rates that require pay code.





64982 - Copying a Project Doesn’t Reset the Claim Numbers

Copying a project does not reset the claim number of the copied project to 1.

A change has been made to reset the claim number for a copied project.


65025 - Return Pick Not Showing in Project Chargeout Screen

In the Project Costing module, a stock issue creates a SI type transaction in the Chargeout screen. But a return for the same sales order created an IN type transaction in the Chargeout screen. When invoicing the project using the Limit Charge Unbilled Costs method, the system considers only the SI type transactions and not the IN transactions, so the invoice is overstated.

After the correction, the return pick for a stock issue to a project will write a SI type transaction in the Chargeout screen and it will be picked up by the Project Invoice process.


65033 - Branch Profit Takeup Does Not Select all Projects

When the previous project does not have a Profit Method flag set to 0, the subsequent projects are not displayed even if they have a profit method.

A change was made to display the correct projects.

Key Data Module/Function: PROJ T002

65156 - Chargeout Amount Not Displayed For Invoiced

Transactions

When a transaction is invoiced, the charge amount is not displayed in the Chargeout screen.

A change has been made to display the chargeout amount for all transactions. The only reason where the chargeout amount is not displayed is if the user does not have access to see the charges.


65208 - Budget Update Not Correct

The budget for a project can be updated using the claim schedule budget. When entering the claim schedule budget, you can enter different cost categories with different markup percentages multiple times. When updating the project budget, the claim schedule budget details need to be categorised according to the cost categories, calculate the markup for each cost category and update the project budget.

Now the system is updating these values correctly according the total cost and the markup percentages of each cost category in the claim schedule master budget details.





65286 - Hired Asset Timesheet Correction Causing Incorrect

Costs

When a timesheet was entered for a hired asset, and then the hours were changed before posting, the transaction cost and the chargeout cost in job-cost-transactions were different. Only the transaction cost was being correctly updated after the change, the chargeout cost was not.

This issue has been fixed. When a timesheet entry for a hired asset has its hours changed before posting, both the transaction cost and the chargeout cost will be updated accordingly.


65291 - Foreign Currency Subcontractors Claims Are Mixing

The following issues occur when using foreign currency in subcontract claims:

tax is converted to local currency twice the approval process gives an error stating that tax amount in batch-gl-otherside is different

from batch- supplier-invoices subcontract integrity is giving an error as error number two GL details are not balanced Release retention functionality is posting an unbalanced GL Subcontract Claim screen displays a discrepancy in Previous tax and retention claims when

using foreign currency. This is fixed in Pronto Xi 720 and 710, but not in 700. This is a limitation in 700.

Retention Release screen gives a discrepancy on previous released amount when using foreign currency. This is fixed in Pronto Xi 720 and 710, but not in 700. This is a limitation in 700.

These issues have been fixed.

Note: It is advised that customers move to 720 when using Project Subcontract claims to gain the full benefit of these changes.

Key Data Module/Function: PROJ E006

65346 - Summary by Category Type Issue

Running the Category by Type Summary with multiple cost categories accumulates all values in just one cost type.

A change was made to display the correct values for each category type.





65425 - Blank Customer on Z Type Projects

In the Project Maintenance function, you can create a Z type - Cost Tracking project without entering a customer. If the user was trying to correct the same project, the system was forcing a customer to be entered.

The customer needs to have a value only for the following project types:

C - Contract F - Fast N - Normal S - Charge Service T - Time Materials



65464 - Claim Invoice Type CN Problem

Claim invoice type is showing as CN in project transaction.

A change was made to make Claim invoice type display as IN in project transactions.


65473 - Wrong Cost Category Description Displayed

In project actuals of a parent project, the cost category description is not displayed correctly. This happens when the following condition occurs:

Child project code is less than the parent code Child project does not have all the cost categories defined in the parent project Parent project does not include sub-projects.

A change was made to display the cost category description correctly.


65490 - Cannot Select Inc. Variations Option

Cannot select the Inc. Variation option when the project is set to In Progress without entering a cost category.

A change was made to enable the Inc. Variation option.





65494 - Project Will Close Despite Retention Flag

Project with a sub-contract retention will close even if the Retentions Paid / Received flag in the Project Control Options (PROJ M046) function does not allow projects to close if a retention exists (ie, set to Y).

A change was made to validate sub-contract retentions when closing projects.


65622 - Subcontractor Progress Claim Not Correct

The Progress Claim Assessment Form produced is missing the Total Tax Amount line. This is not correct, as it affects the production of correct forms. It was displayed in earlier versions but disappeared from Pronto Xi 700 to 720.

This issue has been fixed, and the Total Tax Amount is now displayed again.


65642 - Project Integrity Correct Error Even in Report Mode

Project integrity is correcting the Actual Monthly record even if run in report mode.

A change was made to only update the Actual Monthly record when in update mode.

Key Data Module/Function: PLT M006




Maintenance Management

63336 - Average Per Day Values Not Calculated Correctly

When a Monitor Point is set up as Add Value Meter, and when two same day readings are entered, the automatic average per day is calculated incorrectly.

Now the average will not be calculated if the readings are for the same day.


64320 - Monitor Readings of Downwards Measurements

Monitor readings for downward and upward measurements do not compute for difference and does not validate entry.

A change was made to add validation and calculate for the difference.


64787 - Integrity Not Deleting Keywords with Missing Plant Item

Master Records

A plant item has been removed and the keywords for that item were not getting deleted from the keywords table. Also when the Keyword Integrity was trying to remove the keywords for the missing plant items, it was not getting deleted.

These issues have been fixed.


64935 - Plant Item Request Enquiry has Errors When Changing

Details

Changing a work request using the Plant Item Request Enquiry (PLT E039) function does not allow the user to change the plant item but allows other fields to be changed.

A change was made to allow the changing of plant item.

Key Data Module/Function: PLT E039

64951 - Forecast Work Order Materials Get Incorrect Warehouse

Code

When generating a forecast work order based on a PM task that has a kit attached for materials, the warehouse on the materials attached to the new work order are not the same as on the BOM for the kit.

This issue has been fixed and the Materials screen will show the correct warehouse code as expected.





65209 - New Work Order Not Creating With Previous Parent

Project

When you complete a work order and select to create a new work order on the completion details, the new work order has the parent project as the work order number.

This issue has been fixed and the old parent project will inherit the new work order parent project.


65283 - Monitor Point Readings Not Importing from Flat File

The monitor point readings were not fully uploading the data from flat files when the monitor point input type was Add Value Meter.

This issue has been fixed and the monitor readings are uploaded from the flat file as expected.

Key Data Module/Function: PLT T001

65384 - Max Per Day Value = 24 for ‘Add Value Meter’ Input Type

Creating a new monitor point and changing the input type from Meter to another type does not initialise the max per day value.

A change was made to initialise the max per day vale when another input type is selected aside from Meter.


65432 - Monitor Point Readings Not Importing from Flat File

The monitor point readings were not fully uploading the data from flat files when the monitor point input type was Upwards Measurement, Downwards Measurement.

This issue has been fixed and the monitor readings are uploaded from the flat file as expected.

Key Data Module/Function: PLT T001

65446 - Monitor Points & PM Task Linking Validation

The Maintain Monitor Points (PLT M106) function does not allow the user to add a PM task not linked to the plant item, but in the Maintain Work Order (PLT M001) function, the system allows it.

A change was made to allow the user to add a PM task not linked to a plant item in the Maintain Monitor Points (PLT M106) function.





65556 - Unable To Raise Material Order on WO in Forecast Status

When creating a materials order for a work order in Forecast status, a flag comes up once the cost category is entered and you cannot leave the entry there to generate a sales order once it is moved to the Planned status. The line has to be removed altogether. It should allow the line entry and cost category to be added, and just show that it will not post while in Forecast. Then once the work order is processed to either Planned or In Progress, the sales order will generate. This is normally how the Work Order Budget is entered for planning purposes.

A change was made to allow users to add material issues for budget purposes. When the user processes the order, the validation for the cost category will trigger. This will not allow orders to be created if the cost category is invalid.


65746 - Keyword Search Working Differently Between Versions

The following information for a plant item is not being added into the keywords for Pronto Xi 700 onwards.

location location-code sub-location serial supplier manufacturer

A change was made to add these fields into keywords.


65796 - BCM Monitor Point Not Working Correctly

Correct mode on view reading is enabled for Add Value Meter input type. This is inconsistent with the Meter type.

A change was made to disable the correct mode for Add Value Meter.





Service Management

64492 - Call Notes Slow to Save and Delete

Inserting or deleting service notes for a service call in the Service module took a long time before the correction.

Now a large number of notes can be saved without taking an excessive amount of time.


64606 - Activities Stop Transaction Leaving Call In Progress

When using the Activities option to stop an engineer’s transaction, it leaves the call at a status of In Progress. The engineer then tries to start a new transaction using the Activities option, but it only shows the Stop Transaction mode as it thinks the call is still in progress. The status of the call should be set to Stopped.

A change was made to assign the correct status for the call.


64854 - Adding a New Serial to the Serial Selection Screen

Users cannot enter a new serial number from service call maintenance. They have to go to multiple screens to add a serial number before coming back to the service call screen to change a TBA serial to a proper one.

An Add button was created for the serial search screen so that users do not need to open other screens to add a serial. This is only true for service calls where there is no attached contract.


64945 - Full Serial Screen Displays the Wrong Serial Information

When trying to review the serial numbers on a service customer by customer details, the incorrect serial details are populated.

A change was made to display the correct serial information.


64955 - Keyword Can't Be Used For Searching

When a contract description is over 30 characters long, the Contract descriptions with length over 30 characters might have a keyword that is split into two if it happens to land at the 30 and 60 character.

A change was made to prevent the splitting of words landing on the 30 and 60 character.





65007 - Negative Time Posts Positive Chargeout and Job Cost

Amounts

When an engineer transaction with negative time is posted, the chargeout amount is added to instead of reversed from the service call. This results in incorrect invoiced amounts.

A change has been made to reverse the chargeout amount for negative timesheet.


65044 - Problem with Creating New Service Engineer Codes

In the Service module, users can enter engineer codes for different service centres. Earlier, when the user selected a service centre in the Engineer Codes screen and tried to create a new engineer code, the engineer code was not created against the selected service centre.

This issue has been fixed. The engineer code will be created against the selected service centre correctly.


65058 - User Names in Data Grids Truncated to 10 Characters

In the User Access Control function in the System Administration module, a user ID can be a name with 30 characters. But when the user with that user ID entered notes for a service call, only 10 characters of the user ID displayed in the notes data grids.

This issue has been fixed to show the full length of the user ID in the Call Notes data grids, as the user ID displays in the User Access Control data grid.


65075 - PO Over Approval Limit Doesn't Change the PO Status

When a user is set up as a Purchasing Officer, the approval limits can be set for the special item line total of a purchase order. If the user entered a purchase order, the purchase order would compare the special line total with the user's approval limit and if exceeded, set the order status to PO Approval Required.

Earlier that happened at the purchase order line entry level but didn't work properly when the line was corrected twice in one go. After the correction, the purchase order status will change to PO Approval Required whenever the purchase order special line total goes over the user's approval limit.


65096 - Kit Item is Priced Incorrectly in Service Invoice

When a docket is raised for a service call with transfer order on kit item, the kit item is not entered in the docket with the correct pricing.

A change has been made to price the kit item and components correctly.

Key Data Module/Function: SERV T003




65124 - Pressing F2 in Call Maintenance Is Blanking Fields

In the Call Maintenance by Call Number (SERV M096) function, if you select F2 (Help) on the following fields and then press Esc, the field is blanked and loses its current value:

Service Centre Location Critical Code

A change has been made to stop the help window from overriding the values in these fields when Esc is pressed.


65155 - Crediting the Full Invoice Has Wrong Dates

In the Service module, it is possible to invoice and credit all the service contracts for a specific service centre in one go by selecting the required service centre and not specifying a specific contract. When crediting service contract invoices using the above method, the user can follow the same method to credit all the invoices created on a specific day for a specific centre.

Before the correction, the credit summary report displayed the same credit from date for all the credit invoices created even though the real credit from dates were different for contracts. Now the correction has been done to pick the correct date from the original invoice when the credit invoice is created and display it in the credit summary report.


65159 - Service Contract Invoicing Posting Out Of Balance Batch

For a tax exempted customer with retail price code and order tax level, the invoice posted to the General Ledger is creating an out-of-balance batch.

This has been updated to correct the posted amount.


65161 - Error in Notes of Cleared Service Call

Enquiring on cleared call notes will issue an integrity error.

A change was made to stop issuing an integrity error on cleared call notes.





65207 - Service Call Address Incorrect When Serial Link to

Contract

When a new service call was logged using a serial number as the unique reference, and that serial number was linked to a Service contract, the site address from that Service contract was not being entered onto the new call. Instead, the customer’s delivery address linked to the call was being used.

This issue has been fixed, so that if a serial number is linked to a contract, the contract site address will be used when a new call is logged for that serial number.


65226 - Informix Error 111 When Escaping Out of Action Field on

Call

Entering an invalid work rate, opening the search window, then escaping without selecting any valid work rate will cause an error.

A change has been made to prevent the screen from displaying an error.


65227 - Service Docket Serial Number Issues

When a service call is logged, it is possible to set the serial number to TBA, Whole or Not Serialized. But at the Docket entry, the serial number has to be specified. If the user enters the serial number manually without using F2 (Help), even though the serial was a valid one, the system didn't recognise it. And if the customer of the service call didn't have any serials, the user couldn't set the serial number to Not Serialised because the Non Serial mode in the Units for Customer screen was disabled.

This issue has been fixed. Now if the user manually enters a valid serial number:

If the serial number exists only against one serial item, the system will use that serial number - item code combination correctly.

If the serial is attached to several serial items, the list of items will be displayed so the user can select the correct item code required. If the user wants to set the serial number to Not Serialised, the Non Serial mode which is always enabled in the Units for Customer screen can be selected.


65236 - Error in Maintaining Service PM Calls

Changing the service engineer using F2 (Help) causes an Informix error.

A change has been made to regain the currency of the record after F2 (Help) is pressed.





65246 - Service Contract Credits Creating Unearned Income Error

Realised unearned income is posted for credit notes. This happens on credit notes created using the service-contract-income file.

A change was made to post only unrealised unearned income for credit notes.


65251 - Item Code Problem When Creating a Service Call

When creating a service call through the Log Calls function, an error occurs when the serial does not have a valid item code.

A change was made to prevent the Log Calls function from issuing errors regarding the service item.


65255 - Timesheets Not Updating Correctly

When the Cost to Post major function flag (in the Control Timesheet Functions (SYS M206) function) is set to 2, if you post an engineer transaction to a project, it does not display the engineer work category.

A change has been made to display the employee work category in project chargeout.


65257 - Call Maintenance Address Does Not Refresh When Serial

No. Changed

When the contract is changed in the Call Maintenance by Call Number (SERV M096) function due to a change in serial number, the new contract address is not displayed correctly.

A change was made to display the correct address for the contract and customer code.


65267 - Service Notes Error Occurs When Trans or Engineer

Occurs

Using the All Notes for Service Call screen, you can enter any type of note for the service call. But adding additional Fault notes to a call that has Repair notes added through engineer transactions was not possible due to an error.

After the correction, you can enter Fault notes before or after entering Repair notes without any error occurring.





65287 - PM Call Notes Gives an Error Message

This issue happens on the Linux Red Hat operating system. When notes are entered and the user escaped out of the screen, a segmentation error occurs.

A change was made to prevent the system from issuing this error.


65400 - Service Call Quotes with Cancelled Quotes

When a quotation is created for Service call, the status is set to On Hold. This quote can be cancelled and then another quotation can be issued. During the Take Call Off Hold process, the quotation has to be released. But the system was trying to release the lost quotation which was wrong.

This issue has been fixed. The correct quotation, which set the service call to On Hold, is found and then that quotation is released.


65482 - Service Bulk On / Off Hold Jobs not working

In the Service module, the Bulk Project On/Off Hold (SERV M088) function is used to set projects attached to finished service calls to On Hold or Off Hold. This process worked correctly if the service call has been finished but not yet archived. But after archiving the service call, that service call was not picked up even though the service call was in the range of calls specified to select.

The correction has been done to pick service calls before and after the service call has been archived if that service call satisfies the selection criteria entered.


65521 - Cannot Raise Invoice, Error 111

When a service call has a replacement serial and the docket has a quoted price, the Enter Docket screen will issue an I/O error.

A change was made to prevent the error from occurring.


65535 - Split Orders Are Not Appearing on the Service Call

Copied and split orders are not appearing on the list of orders in a service call.

A change was made to display the new orders created through copy or split in the list of orders in a service call.





65597 - Level Tax on SO Created for 'O' Level Customer is Wrong

The tax level calc on the sales order created for an O level customer is wrong. It is using L instead of O.

A change was made to get the correct tax calc level from the customer when creating a sales order from service docket creation.


65633 - Sales Order Created From PM Has No Rep

When running Standard Run Based PM Calls and the sales order is generated from the PM call, the sales rep is not being populated.

A change has been made to assign the customer rep code to the sales order.


65636 - Can Allocate Engineer from Masked Service Centre

When an engineer belongs to a masked service centre, the Allocation screen allows them to be allocated to the call.

A change has been made to prevent the Allocation screen from accepting engineers belonging to masked service centres.


65643 - Predictive Q&A Won't Be Asked Before Call Closure

When closing a call through Closeout, the validation for Predictive Q&A is not executed.

A change was made to make sure that screen checks Predictive Q&A when closing the call.


65707 - Invoice Error Logs are Mixed with the Invoice Summary

Report

Creating invoice for contracts is mixing the error log with the summary report. The user does not see the correct errors that should be corrected.

A change was made to separate the error log with the invoice summary report.





65780 - Duplicate Engineer Transaction Appearing After Docket

When a docket is created for a service call through Closeout and the engineer is not finished, an empty transaction is created for the engineer. This occurs when environment variable SYSSTARTS is not defined.

A change was made to prevent the system from creating empty engineer transactions.


Phase6 Reports



Phase6 Reports

64506 - Phase6 Custom Sales Reports Not Producing Prior Year

Data

The Phase6 Custom Sales History (SALE R070) report was not producing any 1 Yr Past data. This was due to the report only looking into the current period.

When the reports are now run for previous year’s, they will factor in the previous year from the report setup, and correctly return the 1 Yr Past data.

Key Data Module/Function: SALE R070

64853 - Phase6 Usage of Resources Report Not Displaying All

Data

The Phase6 Usage of Resources report was not displaying all of the project information linked to a task. Also, the full project code was not displayed.

Both of these issues have been fixed, and the report will now display the correct data.

Key Data Module/Function: PROJ R053

64899 - Phase6 Trial Balance Report Prints Zero Balance When Set

No

The Phase6 Trial Balance report was incorrectly reporting accounts with zero balances even when the Print Accounts with Zero Balance flag was set to N.

This issue has been fixed, and the report will only report zero balance accounts when this flag is set to Y.


64900 - Phase6 Daily Sales Analysis Report Not Showing Full

Charge

When running the Phase6 Daily Sales Analysis report with the Detail on Run Date flag set to either G or C, charges were showing incorrect values.

This issue has been fixed, and the full charge value will be reported correctly.


Phase6 Reports



65221 - Phase6 Project Transaction By Cost Category Report

The Phase6 Project Transaction by Cost Category report was incorrectly displaying a Rebate Credit Note transaction amount as a negative value, but on the Project Transaction screen the amount is positive.

This issue has been fixed so that the amounts in the Project Transaction screen are reflected on the report.

Key Data Module/Function: PROJ R052

65261 - Inventory Fill Report Interm ittently Doesn’t Work On the

XML

When the user clicks on a sales order number that has a suffix next to it, for example, 5063J, the sales order does not drill down further and open up in the Sales Order Enquiry screen. The user gets an error message Sales Order not found.

The issue has been fixed and the user can now drill down further on to the Sales Order Enquiry screen through the Inventory Fill report.

Key Data Module/Function: SALE R044

65349 - Phase6 GL Detail Trans By Account Report Receives I/O

Error

When running the Phase 6 General Ledger Detail Transactions By Account (GL R013) report with the Archived Transactions Only flag set to B, a Record already exists I/O error is encountered.

This issue has been fixed so that the report will now run without error when the Archived Transaction Only flag is set to B.


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