Thursday, May 17, 2018

Version 5.00.517.11038

Features added / modified

The “Check Files” filter was removed from the “Variables Update” batch job (AcntInitDataXdt).

Field search in printout forms
Searching for fields in printout forms has been added in the new UI.

ACNDOCS.CYP.INI is updated by Soft1 Add-ons, (CY localization)

Intrastat and Self-Deliveries
In intrastat reports, documents with "self-delivery" behavior are included, given that the intrastat has been calculated in the International Transactions tab.

Intrastat Date
During the calculation of the intrastat (International transactions), given that the intrastat date is not filled out, it is updated with the date of the document.

Internal Update: The Browsers' "Routing" has been removed, as it runs via Google Maps.

Reminder Columns
The reminder columns, are adjusted according to their definition, in the general parameters of the CRM module.

Default cash account in the reversal of a retail sales document
During the reversal of a retail sales document, the cash account of the initial document is now on default.

Bug fixing

Office 365 : Automated saving - deletion
In the Office 365 parameters, when the "Automated saving - deletion" is being selected, the relative object is being updated during the change.

Analysis - Remodeling Accounting Entries
After the accounting entries analysis into cost accounting entries or its remodeling, the field's analysis was not appeared on its selection.

Database connection information
The database connection information will appear with a mouse over the appropriate image, in the new UI.

Documents' report - Analytically & Grouping
During the log-in with the english language in a grouped browser, the report in excel used to appear the data analytically and not in a grouping way.

Necessary xad files
The lib.xad file appears in the addons of a company with Cyprus specifications.

Credit note rule
An error that occured during the calculation of credit notes, given that there was a formula with the customer branch of the document, has been fixed.

Select Contract
In the contracts' default browser, the name of the contarct has been added.

Search in Document Lines
In stand alone & client server installations, a search is made in the document lines, after the character that has been selected in the System Settings (..minimum characters needed for the search...), while in Azure installations it happens after the 3rd character.

Stock item search in document lines (New UI)
When searching stock items in document lines (without *), and given that the backspace key had been selected, all the characters that were typed in the search selector were deleted.

Sales Credit Notes per Branch
During the calculation of Sales Credit Notes, credit notes pes trading party branch were not created.

Field with editor $Y
Fields with editor $Y that take the values Yes/No, the value "No" appeared, not a blank when it was null.

Cheques Functions
The functions (CusChequeBalance, SupChequeBalance, CreChequeBalance, DebChequeBalance, BnkChequeBalance) did not take into consideration the parameter of the cheque category.

User access rights - inactive users
In the User access rights (TJobsSelector) the "Users" filter did not filter the inactive users.

Browser with a second module
If the "Master-Detail tree view" option was not activated, during the selection of a browser with a second module, in case a switch to a browser with expansion was made, the expansion appeared with null values.

Budgeting Results with pivot table
An error that appeared in the budgeting results in pivot analysis, has been corrected.

Cost Price revaluation on Documents
During the procedure of the cost price revaluation on composition documents, from the cost price calculation, the value that was calculated in the composition documents, was not based on the cost price on the decimals that were default, but won the cost price rounded up in two decimals.

Outlook Connector
An error that occured in the Outlook connector, during the synchronisation of records in Soft1 has been fixed.

Browser with 2 modules
In the new UI, when the "Master-Detail tree view" setting is not activated, in a browser with a second module, a resize could not be made in the second module.

Inactive users for off-line
In the old UI, in the off-line parameters of an installation, in the branch synchronisation manager, the inactive users appeared.

Update initial data in budgeting
The error that appeared during the update of the initial data in the budgeting, has been corrected.

Warning for the expiry of a set
The "warning" was not working, in a document with a set that had expired.

Name of Cash Accounts in documents
In a group of companies, in a cash account transaction, in companies apart from the main company, the name of the cash account did not appear, neither in the header, nor in the document lines.

Browser design
In the Series 5 UI, and error that occured during the design of a browser under special circumstances, has been fixed.

Conversions history
The field "Conversion" was not updated correctly in the conversions history.

Number of copies in advanced labels
In an advanced label printout form, if a value is not given in the "Condition for Printing - Repetition", it is updated with a value of '1'.

Employees printout form
In an employee printout form that has been designed in the Fast Reports tool, the value of the payroll elements of the current period was not updated correctly.

Stock balances per item variations
In the Stock balances per item variations report, the quantities appeared incorrectly in items with inactive variations.

Reports (G.A.S & I.A.S) - Open Year Balances
In the Open Year Balances from the Reports (G.A.S & I.A.S), the account balance was not displayed correctly, given that the "Accounts with zero op.balance" flag was selected, and the accounts had a balance.

Project records
In an installation with a group of companies, the project transactions in companies apart from the main company were not displayed.

Stock Balance per Item variation in the 2nd unit of measurement
The stock balance of the 2nd unit of measurement was not updated correctly, in the analysis of the variations, in the financial data of the stock items, in stock items with item variations.

Re-issue by cancelling with reversal from the retail circuit
During the "Re-issue by cancelling with reversal" of retail sales document, with a simultaneous saving of an invoice-delivery note, the cash return document was not created for the the cancelling retail receipt.

Contracts Time line
In the contracts time line (via the related jobs), wrong field names were displayed.

Columns design in physical inventory
In the physical inventory documents, the columns design that was selected in the type was not displayed.

Update Stock Limits
An error that appeared in the Update Stock Limits job when the main supplier was selected as a filter has been fixed.

Balances Aging
The error that appeared in the balances' aging report has been corrected.

Calendars did not appear in the Office365 parameters.

Fixed asset's financial data
An error that used to occur in the financial data of a fixed asset, after Depreciations' destruction and calculation, has been corrected.

Advanced Open Designed Reports
An error occured in the Advanced Open Designed Reports.

Custom fields in columns during the conversion
A wrong behavior, in the conversion of documents with column design, has been corrected.

YEKA files - Employees' status - Date of Announcement
In the employees' status [E4.xml] the field "Date of Announcement" is completed only from the field "OAED Announcemnt" in the employee's tab.

Consumption Requirements from Orders - Analytical
In the report "Consumption requirements from orders(analytical)", in case that a combination of characteristcs in the bill of materials has not been default, the requirements of the outgoing were not based in the proportion that was default in the bill of material's quantities, but one by one with the produced ones.

Print with photo and AUTOEXEC=1 in the new interface
In Series 5 UI an error used to occur in the print "Run" of a default browser, screen and photo.

Pricing Policies Rules Data
In the Series 5 UI an error that occured in the next/previous record in the pricing policies rules data, has been corrected.

Contact in group of companies
In group of companies, a contract could not be created in a company except for the central one.

Monday, May 7, 2018

Version 5.00.517.11035

Features added / modified

Balances Aging in previous date than today
In the reports "Balances Aging" of the trading parties, the flag "Outstanding based on report date " has been added, where with the choice YES it prints the outstanding cheques based on the report date.

Cash Flow
If there is a payment term with a cheque in a sales document, a provision for the cheque's due date takes place in the cash flow.

User Copy
During the user copy, with Copy From Buffer, the
-Restricted/specific companies
-Document Series Access Rights
-Default Series
are copied in the new user, while the Attached Files/Comments are being excluded.

Meeting Arrangement from a participant
In the CRM's general parameters the parameter "Actions' Changes" has been added, where with the option "With the participants' actions" you can,also, change the meeting from the participants.

Customers' Trial Balance - Analytical
In the trading parties' "Trial Balance - Analytical", the filter "Companies" has been added.

Bug fixing

CRM Calls - inactive customers
If you remove the ",A" out of the editor of the trading party, it returns the active customers.

Wednesday, April 25, 2018

Version 5.00.517.11034

Features added / modified

Automatic creation of document series
The ability to automatically create new document series for branches has been added. The job is available from the Parameters menu, in Companies, with the name "Copy Doc. Series to Branches" (COPYSERIES)

Project market transaction
In the Project market transaction job, transactions from the stock management documents have been added.

Width of the column "Trading party branch"
The width of the column "Trading Party Branch" has been adjusted, in the trading party transactions.

Cash Flow
In the cash flow Analysis a new statement has been added named "Cheques", capturing receivable-payable ones and bank.

Items' selector Input in the stock management's documents
In the module of the Stock Management's Documents, the button "Input" has been added during the selector's opening.

Suppliers Reconciliations in report filter
In the filter "types" of the "Statement in Transaction Currency" report, the types of the Suppliers Reconciliations have been added.

Bug fixing

Pending sales/purchase orders
Pending purchase/sales orders from an item's related jobs, are now filtered correctly.

Monday, April 16, 2018

Version 5.00.517.11033

Features added / modified

Ascii import in Azure
Ascii imports are now available in clinet/server and azure enviroments.

CRM follow up series
Flag "Only by parameters"
has been added in the CRM parameters per user, in order to determine the follow up series.

Purchase/Sales history
Flag "Quotation-Orders" has been set as 'Yes" in the Purchase/Sales history of the items.

Field's read state
SetProperty function can modify the read state of the field. ex. SetProperty(XModule,'FIELD','SALDOC.CCCFXDINOS','READONLY','TRUE').

Cheques selector filter
Searching with cheques' value is now available in the new UI.

Active browser
New parameters has been added in the genereal settings regarding the maintenance of active browser filters.

Conversion history
Trading partners' description has been added in the conversion history.

Bins in production documents
W/h bins are now available in the production documents.

Default w/h and storage bins
Production documents has been added as a module in the default w/h and storage bins of the items.

Bug fixing

Open item cover with commands
Open item cover was not properly working using function X.CALLPUBLISHED('ProgLibIntf.ModuleCommand', X.MODULE, 1035,'...')

Wednesday, March 28, 2018

Version 5.00.517.11030

Features added / modified

Points calculation
"Points calculation" has been added in the sales documents, in order to calculate the clients' points that are going to occur.

Accounting Journals
In the User Defined Journals and the Accounting Journals, the filter "branch" has been added in order to show the balance per branch.

Sales document conversion and filing
Automatic filing in documents that have been created through the "Sales document conversion" job is now implemented.

Bonus Cards
In the "Card Rules" job under the Bonus Cards section, a parameter for the VAT value has been added in the Scaling field.

Services Folder Columns Design
The ability to add number and date fields in the Services Folders columns design has been added.

Exchange rate difference
When the company’s currency is different from the transaction currency, then the exchange rate difference also appears in the trading party’s currency. This happens when the trading party currency is the same as the company’s currency.

New UI - Columns design in services and Fixed Assets
The ability to search in services' and fixed assets' columns design has been added.

Sending emails from installations
The ability to send emails when right clicking on an installation browser has been added.

Excel Import in the new interface
In the new UI, the ability to import using excel in tables such as the manufacturer & the brand has been added.

Variation Analysis in U.O.M.2
The ability to analyze the U.O.M.2 in document lines for stock items observed in variations has been added, given that the related flag is selected.

Locked Years
In case that a year is locked, and there are not Date Limits, deleting documents is no longer allowed.

Searching in active browser
The ability to search the tabulated data that appear in browsers, such as the commercial category, has been added using the active browser in the new UI.

Variation Statement
In the "Variation Statement" report, sorting happens per code and date.

Conversions history
The field "conversion" has been added in the lines of the Conversions history.

Stock Documents
The ability to convert lines has been added in the stock documents.

Warranties - Document Deletion
During the deletion of a document, that has created a warranty, the warranty is also automatically deleted.

Set composition in series
Given that the method of a composition has been set to "With question (Yes)" in the series of a sales document, a message for the creation of the composition document appears, when there is a set in the document lines.

Pending orders
The delivery date has been added in the "pending orders" of stock items, through the related jobs.

Composition documents comments
Comments of a document are transferred (COMMENTS,COMMENTS1) to the composition document that is created.

Hint timeout in action history
The hint timeout has been increased from 2,5 sec to 5 sec in the new UI. In the old UI, hints remain while the mouse hovers over the action.

Tuesday, March 13, 2018

Version 5.00.517.11028

Features added / modified

Physical Inventory Documents (zero quantity)
In the job "Physical Inventory Documents (zero quantity)", the filter "Participation of inactive" has been added.

Label print
In the stock items browser with alternative codes expansion, the option "Document for Labels (Lines)" has been added when right clicking on an item.

Document payment method from a Contract
Documents created by “Create Installment invoices” job, have the same payment method as Contracts.

Transfer of "Repayment" and "Interest" fields during the document conversion process
“Interest” and “Repayment” fields are transferred, during the document conversion process.

Search by in the service folders
The "search by" has been added in the spare parts' column design, of the services folders.

Financial Data debit/credit
At the trading parties' financial data, at the Comparison Data tab, the debit and credit fields now only concern the debit and credit of the year.

Composition document with bin
In case of a stock document's saving, which contains sets and creates a composition document, if the bin was filled in the stock document, it was also filled in the composition document's header.

Account 1 and Account 2 at the fixed assets documents
In the fixed assets module, the ability to add Chart of Accounts in the document lines was added.

Purchases history: Sales Quotations - Sales Orders
In the Purchases/Sales history of stock items, a checkbox for the Sales Quotations and the Sales Orders has been added.

Bug fixing

lib.include and alert
The use of Javascript with "lib.include" in alerts was fixed.

Tranfer of Guarantee field
During the conversion of a Sales Document, the field "Guarantee (Months)" was not copied.

Javascript Error
In some cases, errors appeared when there were custom modules with java script.

Wednesday, February 28, 2018

Version 5.00.517.11026

Features added / modified

Receivables - Payables per trading party in document currency
The ability to select multiple currencies in the "Unpaid Documents" and "Documents with Open-Items" reports was added.

Comment in the "Update payroll expenses" job
The field "Comment" was added to the "Update payroll expenses" job. The field values are transferred to the lines of the “Other Transactions” documents.

Granting access
In the new UI, granting access rights is now functional at the printout objects in the task bar.

Granting access
A new form of granting access rights was added in the user access rights screen.

Granting access
In the new UI, a new form of granting access rights now appears in the Custom Administration.

New calculated (green) fields
The calculated (green) fields such as Cash, Cards, Cheques, Gift Cards +/- were added in the Sales Journals, which deduct the cancelled or returned documents.

Default Company in the Conversion Job
In a model with Group Companies, during the documents' conversion, the first document's company is suggested/default and not the log-in one.

Normal VAT Status in self-selling
In documents that have self-selling as behavior, the Company's Branch Vat is recommended, as the document's VAT Status.

Purchase Order Plan
In the "Purchase Order Plan" job, in the grid "Items to order", the factory code has been added.

Production in variations
In the Bill of Materials of products that are observed in Item Variations, an ability was given in the Bill of Materials Document lines, in the combination of the variations, to also include consumed goods that are not observed in variations.

Group of companies - Item transactions
The ability to select a company in the questions of the Item Transactions job, from the Related Jobs of a Stock Item was added.

Bug fixing

CASHLINES not visbile in CFNCUSDOC module
The Cash Lines (CASHLINES) now appear in the browser design at the "customer collections" section.

Average days in stock
An error in a browser that contained the "Average days in stock" and the Balance 1 was corrected.

Payment time functions
The following functions were implemented in a new way:
1. CusFinancialCost
2. CusRealGrProfit
3. CusRealGrProfitPrc
4. CusAvgBalDays
5. CusPayValue
6. CusAvgPayDays
7. CusAvgAPayDays
8. CusAvgAPayDaysOverDue
9. CusChequeBalanceUDate
10. CusChequeFinalBalance
11. CusFirstDateOpenDoc
12. CusFirstOpenDocCode
13. CusFirstDateOpenTerm
14. CusFirstOpenDocValue
15. CusLastDateOpenDoc
16. CusLastOpenDocCode
17. CusLastOpenDocValue
18. CusCntOpenFinDocs
20. CusMaxDaysOpenDocs
21. CusMaxDaysOpenTerms
22. CusValueDaysOpenDocs
23. CusMaxMonthOpenDocs
24. CusMinMonthOpenDocs
25. CusSumTurnover

Mass approve documents
During the process of documents' approval, in case a user does not have the right to approve a document, the message "the documents are not approved" appears in the results.

Variation Trial Balance
The correct addition of local fields in the "Variation Trial Balance" report (MAT_BALCDIM) was not working properly.

Budgeting - Update Actual Data
When running the "Update Actual Data" job in the budgeting section, an error occured when the company branch existed as a dimension.

W/H in production documents
In the production documents, just like in the Bill Of Materials, the W/H that are connected to the branch are now correctly filtered.

Browser export to excel
In a Stock Items browser, since a manufacturer had been added in the columns twice, where the first column was the manufacturer code and the second column was the description, the description was depicted in both columns in an Excel printout.

The user that submits a meeting does not have the access right to see it. A change has been made so that the software does not crash after the meeting submission. However, a correction in the user access level must be made, because a blank screen appears for the user.

Update Sales Prices based on Documents
In the "Update Sales Prices based on Documents" job, the option "Update Markup" has been added.

Relogin in the new interface
If a relogin was attempted from within the software, and the user had a password, the message "Incorrect password" appeared when switching through companies.

New UI - Fit to Screen
The selection "fit to screen" has been improved in browsers, so that they can take advantage of the entire width of the screen.

"Open item" job
An error that occured during the manual "open item" job of documents was fixed.

Bill Of Materials
An error that appeared when using the copy from buffer feature in the Bill Of Materials was fixed.

Copy company - copy parameters
An error in the new UI that occured when copying a company with copy mode "copy parameters" was fixed.

New UI - Active Browser
In the new UI, the transition from a search in the Active Browser to the current browser, has been improved.

Inactive Fields in a browser
During the saving of a browser with inactive columns, the inactive ones were lost at the saving.

Transfer to Folder
An error that appeared during the "Transfer to Folder" job through the related jobs of the meetings section was fixed.

SN balance per W/H
The description of the stock items in the SN Balance per W/H report (SLINES_QWH) was enlarged.

Editor Intrastat
The intrastat field did not function properly as a filter in the stock items browser.

Date Change in the NUI
An error that appeared in the new UI, during relogin in a different company was fixed.

VAT Statement
The "VAT Statement" Fiscal Statement was correctly translated when logging in in English with Cypriot Taxation Specifications.

The CusMaxDaysOpenDocs function was fixed in the sales printout forms.

Alternative code
An error that appeared when searching with the alternative code in the document lines, with color/item variations, was fixed.

CRM email
In a new email where the description of the installation had been added, in case the email was not submitted, the description did not appear.

Items VAT in a group of companies
In an installation with groups of companies, a message shows up when changing the VAT in the "Data per Company" tab of the item of another company when that item had transactions.

New UI - Relogin
An error that appeared during the relogin in a database with a lot of companies, in the new UI, was fixed.

Selector richt click
An error that appeared when right clicking on a selector when the selector was open, was fixed.

Outstanding items (Analysis)
The error that appeared at the outstanding items analysis, in the item's fianancial data, has been corrected.

Inventory ledger with self-selling
Self-selling values were wrongly calculated in the inventory ledger report, after items reupdate.

Relogin - New UI
An error that appeared in the new UI, when switching through companies, in a company that "did not have defined periods for the current date" was fixed.