Released 19/02/23 : version 9.5.1308.1 Online Advantage
Auto Bank Reconciliation – new definitions have been added to the bank statement format for sign of debit and credit columns to facilitate improved matching in bank reconciliation
Cash Receipts – a new System Option for ‘Deposit Mode’ allows the choice between ‘batching’ deposit entries under one ‘deposit reference’ or allocating a new ‘deposit reference’ for each cash receipt transaction entered. Individual ‘deposit references’ are best for when customers make payments via direct bank deposits
Bank Reconciliation – added an option to show more details (customer account) where possible for deposits references. A green arrow ‘drill-down’ display is available to view details where a deposit reference may be for multiple customers (batched Cash Receipt entries under a single ‘deposit reference’)
Cancelling Back Orders – a new ‘Back-order Tolerance %’ has been added to Product Groups and Product Details. This is used when despatching orders – if the product item being despatched has a back-order quantity within the set tolerance, the back order is automatically cancelled
Customer Alternate Delivery Addresses – some new fields can now be stored with alternate delivery addresses including; Delivery Instructions, Delivery Area, Delivery Requirement, Delivery Option, Delivery Point ID
Sales contacts – an additional contact has been added to Sales Order Entry (on the Delivery step) to enter information about the individual the sale is for. This can be used for sales made against ‘cash’ accounts to enable emailing of invoices. Where sales are made against account customers, this contact can be used to capture the actual consumer of the goods sold for future marketing purposes or for where the goods need to be delivered directly to a consumer and not your account customer’s place of business. The term ‘Consumer Contact’ is configurable and can be set up in System Options. You can search for contacts in Sales Order entry in case the buyer has made a purchase before. Under Customer Details you can set up a default classification to help organise the new sales contacts. There is also a new display which lets you find orders and past invoices for a specific contact
Freight Interfaces – a new menu has been added to Order Management > Setup for maintaining carrier specific information required for interfacing to carrier systems
RFQ – add some text merge options for Request-For-Quote email subject and body; Contact name, Document reference, Buyer name, User name, Required Date
Email Addresses – email addresses starting with a leading underscore character are now allowed
Timecards – an override Division now allowed when entering or uploading employee timecard data