Version 5.3 is a minor release and whilst Sterland would always recommend a full system test on each release we understand that is not always achievable. As a guide the following is recommended for this release:
Review and test any "green highlighted calls"
Test all calls released in the version that were logged by your organisation. This can be seen and sorted by downloading the Release spreadsheet and searching for your company name and/or ticket reference
A base transactional test of POS, SOP and purchasing
Based on the specifics of this release we also recommend test in the following areas if they are in use within your business:
Point of Sale
Special Buyins & Linked PO
Stock Invoice Approval
Projects and Jobs
Credits & Refunds
Customer Order Processing
NEW FUNCTIONALITY NOW AVAILABLE: Product Maintenance
Fixes and Enhancements in this version
The following tickets are highlighted as they are either a key fix or a key product release improvement:
Sterland have rectified an issue with Supplier Payment cancellations whereby a one-sided journal was being created to the bank, Supplier balances were not being updated and Supplier invoices were not being reinstated as payable transactions.
Sterland have removed the Credits & Refunds menu options from the main menu in an effort to force users through the Credit Notes dashboard when creating a new refund transaction. This is to adhere to the current dashboard - maintenance relationship standard set by Sales Orders. To create a new refund, a user will now have to press the "New" button on the Credit Note dashboard.
Customer Funded Development
Sterland has added a new system flag enabled feature in Frameworks. A user now has the option to add a Customer Friendly Product Description in Product Maintenance which can be used when printing a Product Label or when viewing the product from Trade Portal.
Frameworks now has the Supplier Contract Pricing functionality.
Dashboards Accounts Payable
Sterland has made a change so that when a Supplier Payment Batch contains invoices where one Supplier is setup to pay via cheque and another is setup to pay via direct credit, the GL postings will be separated whereby:
- Invoices under the Supplier with the cheque payment method are individually posted with the cheque number as the reference.
- Invoices under the Supplier with the direct credit payment method are grouped to one GL posting with the reference as "Credits".
Sterland are pleased to announce the release of a new function: "Product Maintenance". Users are now able to create, view, edit and delete products from within Frameworks. More functionality is expected to be released in the coming versions.
Sterland has made a fix so that if a user closes the tender window after taking an EFTPOS payment then reopens the tender screen, the previous tender amount is displayed and allows the user to continue and complete the sale. The EFTPOS is not processed in the system until the full tender is completed.
Sterland has redesigned the Purchase Requisitions screen so that it fits within the current standard. The header record will be created first and will trigger the opening of the maintenance screen where additional information can be added. Changes to the grid have been implemented and a refresh button introduced to allow multiple Users to edit the same requisition batch without any issue.
Sterland is pleased to announce that we have made changes to the Special Buyins feature in Frameworks. The system now checks individual order lines of a transaction and marks it as a Special Buy-in if there is a cost change and a Supplier Reference entered.
Sterland has reserved till 999 so that it is not able to be used by Frameworks Customers due to issues that were being caused. If a User attempts to use Till 999 in Device Maintenance, the User will be prompted to change the Till id to allow the save to be processed.
Sterland have rectified an issue in Payment Selection Batches where the selected bank account to create the bank file was not being used. This has now been resolved and the selected bank account is now being used.
Sterland has rectified an issue in the ProStix AP Payment Cancellation Screen. In instances where the same cheque number was used on two separate payments, and each payment was processed against a different G/L bank account, the payment cancellation would not be allowed to complete. Now the payment cancellation does complete, the linked invoices to the cheque payment are correctly restored as payable transactions and the Supplier Transaction History is correctly updated to reflect the cancellation.
Sterland have rectified an issue when loading Customer Statement/s for a Customer who has been deleted via Customer Maintenance. Customer Statements are now loaded without error when a Customer no longer exists in the system.
Sterland have resolved an issue where users could not access the Customer to GL Adjustments menu option due to a larger than normal amount of analysis codes setup in the system. A new system flag has been introduced as part of this fix: FWGLAFIND, which when active will make the analysis code field on the Customer to GL Adjustments screen a finder rather than a drop down.
Sterland has rectified an issue. If an adjustment is made against an account, the value of the adjustment is now presenting when the statement is printed (as long as the value of the adjustment is not zero).
Sterland has resolved an issue within the Customer Payment screen when a User entered a payment amount as zero but tendered more than zero. Validation has been put in place to stop the User from tendering more than the zero payment amount.
Sterland have resolved an issue where Users were not able to access the Customer to GL Adjustments menu option due to a larger than normal amount of Analysis Codes setup in the system. A new system flag FWGLAFIND has been introduced to resolve this which when active, makes the Analysis Code field on the Customer to GL Adjustments screen a Finder rather than a drop down arrow. To improve usability, it is suggested that if you use a large volume of Analysis Codes to activate the new system flag so that it is easier to find and process adjustments.
Sterland has resolved an issue where if a branch transfer Sales Order was partially released so that a back order existed, the link from the Purchase Order to the transfer Sales Order would be broken. Now, when clicking the transfer Sales Order hyperlink from the Purchase Order screen, the first available transfer Sales Order with the lowest suffix is found.
Branch Transfers Purchasing Sales Order Processing
Sterland has resolved an issue where the system would not allow the User to proceed with the creation of a linked Branch Transfer if the quantity ordered did not satisfy the linked Purchase Order' Suppliers Minimum Quantity Ordered value.
The Lot Number field in the Weighbridge Ticket is now being managed via the Customer Contract. In the Customer Contract header, a User can assign the Lot Number field as a mandatory field by clicking the 'Lot No Required' checkbox.
Sterland has rectified an issue where if multiple weighbridge tickets were made against a single Transport Order and one of those weighbridge tickets were voided, when the scheduled consolidation task was run, the voided invoice number was being set to the consolidated invoice number and it was being included in the resulting invoice.
Please note, the totals were not including the voided products, this was only a display issue.
Sterland has added a new feature in the Phocas Inventory. A User has now the option to include the Receipting UOM in the Purchases Extract file. If customers wish to use this feature please notify Sterland Support so additional front end Phocas changes can be made.
Sterland has rectified an issue with Detrack Application not updating backorders. Sales Orders with backorder suffixes greater than 01 are now being updated by Detrack.
Customer Funded Development
Both Frameworks & Prostix
Customer Funded Development
Sterland have added the ability to set up a series of four warranty attributes which capture a 25 character string that can be applied to a product and then printed as additional comments on a quote, picking slip and invoice.
Customer Funded Development Accounts Payable
Frameworks now has the functionality to generate a Direct Credit File Format for the Kiwi Bank.
Customer Funded Development Electronic Trade Module Sales Order Processing
A new scheduled task (SplitETMOrder) has been introduced to allow the split of a CSV Order file (with multiple Header records) into single separate CSV's (one per Header record).
When the Scheduled Order Import task is run, any Orders in the folder are imported at the same time & then available for review & order release. The addition of a 'Picking Slip Line Comment' was also added to the ETM Order dictionary to allow it to be mapped to the XML Order Import template.
Previously, the ETM Order import functionality only allowed for a single Order to be imported at a time.
Sterland has added an auto-reprice trigger in Customer Order Maintenance so that when the Customer on the order is changed, a reprice will occur applying the new best prices available based on the pricing hierarchy.
Sterland has enhanced the details shown on the General Ledger dashboard by displaying them initially in date order.
Sterland has rectified an issue where the customer name was not showing on the Customer Dashboard Active tab and the product description was not displaying on the Product Dashboard Active tab. This has been resolved.
Sterland has made changes where the narration of the GL transactions is to be shown as 'Purchase Cost Variation - suppliercode - stockreceiptnumber' for purchase cost variation postings and 'Creditor Invoice - suppliercode - invoicenumber - stockreceiptnumber' for credit invoice postings.
Sterland has resolved an issue with the <F8> copy option used to create a new ETM Document Setting. The fields Sender Id, Receiver Id, Notify on Success and Notify on Failure are now copied from the existing ETM Output Document into the new ETM Output Document.
An order split utility (ordvsplitetm.p) has been developed for the ETM Order import function. This allows a single CSV Order with multiple Header lines to be split out into individual CSV's (one for each Header line). These can then be imported into Prostix via ETM Order import scheduled task.
Sterland has added a Picking Group column in the Enterprise Picking screen. This column is only visible if User accesses the Enterprise Picking screen for all Picking Groups.
Sterland has rectified an issue that truncated email addresses when printing Statements when Format 23 was used for Statements and the customer Nuvu output was email. Format 23 statements now allow up to 80 characters in the the email address field.
Sterland has made a change so that the system flag: PosCodKeep now sets the default value of the Casual Account field when creating a new customer via the POS or SOP screen. When PosCodKeep = Yes, the Casual Account field is NOT ticked by default and vice versa.
Sterland has rectified an issue where invoice faxes were being directed to the Nuvu Server IP address defined against the device printer instead of the Nuvu Server IP Address stored against the Branch.
Sterland is pleased to announce that a new system flag: SOPUsageSBr is now available. SOPUsageSBr when active will sort a quote printout by usage sequence number and differs from the existing flag: SOPUsageBR which sorts quotes by usage description. If both flags are active, SOPUsageSBr (usage sequence) takes precedence.
Sterland has rectified an issue where consignment packs where being incorrectly removed when processing a Purchase Order.
Both Frameworks & Prostix
Sterland has resolved an issue where the Supplier cost of a multi-UOM product on a Purchase Order was being multiplied by the conversion factor twice in a particular case. Refer to the test cases for further information.
Sterland has resolved an issue where a tally product opened in Frameworks Purchase Orders was not setting the length, depth and width values and this was corrupting the calculation if the same order was opened in Prostix.
Sterland has made a change so that the system flag: FWRecalCost now correctly updates the Unit Cost of the product to the current Supplier cost (if changed), if the flag is active. If inactive, no updating of the Unit Cost will take place even if the Supplier costs have changed.
Sterland has rectified an issue in the Suggested Stock Re-Order module. The 'Order Quantity' field has been added in the Excess Branch Stock Selection pop-up window to guide User's on the number of stocks to re-order.
Sterland has now implemented that when you select a non-pickup shipping basis in the Purchase Order screen, if there are purchase order shipping details setup, the shipping address will default to those and if there are NO purchase order shipping details setup, then the shipping details will default to the Branch address.
Sterland has rectified an issue that was preventing credit claim's in certain scenarios from being successfully deleted.
Sterland has rectified an issue where if a customer contract was applied to a Sales Order and the special buy-in contract costs were applied, when creating the linked PO, the products were being recosted and not maintaining the contract costs. Please refer to FWKS-6094 for full details of the change.
Purchasing Sales Order Processing
Sterland has rectified an issue where the correct promotion price was not displaying on linked Purchase Orders.
Sterland has now fixed an issue so that changing the quantity of a transferred product will now have the correct cost and quantity calculated when the change occurs
Both Frameworks & Prostix
Sterland has rectified an issue with in stock receipting program where the rebated cost were no longer included in the purchase cost variations postings that resulted in understating the stock account. This has since been fixed.
Receipting Sales Order Processing
Sterland has rectified an issue where the customer order labels were not showing customer delivery details.
New report in the General Ledger category - 'Budget Extract' outputs budget values for the specified accounting year and budget number
Sterland has resolved a bug in the Debtors Aged Trial Balance (ATB) report. When the report was run in a multi company environment and branches for each Company were differentiated by using specific brand filtering, the Initial Debtors ATB report filters were showing the incorrect brand, which in turn lead to the report not showing the correct amounts owing. The ATB report now shows the correct Branch brand filter and the correct amounts owing for that branch.
Sterland is pleased to announce a new report in the Sales category - Lost Quote Analysis by Operator
Sterland is please to announce a new Report in the SalesRep category - Lost Quote Analysis by SalesRep
Sales Order Processing
Sterland has rectified an issue when the SpcItmSubG system flag is set as optional. Upon saving the special product, the Product sub group is now optional and when SpcItmSubG is set as mandatory, the Product sub group must be entered or an error message appears.
Sterland has rectified an issue where user's were not being advised that there was stock available at another branch (when the system flag InvPOAvail flag is set to "yes") BEFORE the error appeared if the order quantity was below the minimum quantity stored against the product in Product Maintenance (when the system flag InvForcMnQ is set to "yes").
Sterland has made a change with the sales order copy function. Now any transaction type can be copied into an order or quote.
Sales Order Processing
Sterland has addressed a bug within the pin entry, where if User's were not exempt from pin entry and they went to print a picking slip then the User was required to enter their pin multiple times. This has now been resolved.
Sterland has resolved an issue where Users could see partially and fully rebatedÂ GP% fields when costs are hidden on a Sales Order. Users are now unable to seeÂ partially and fully rebatedÂ GP% fields when costs are hidden on a Sales Order & are unable to add these fields to the detail lines grid.
Sterland has added a feature in frameworks where the User can enter free-form text into a specific field on a Sales Order, then when the invoice is printed, it prints this text instead of the product details.
Sterland have rectified an issue where if a M2 product was partially back ordered, when recalculating the original transaction it was not including the width and length values resulting in an incorrect unit price. This has now been resolved.
Sterland has resolved an issue with the BuildMaster file import functionality where the multi UOM product lines in the import files were dropping off the product description, UOM & Unit Price. The imports are now populating the correct details and the UOM defaults are set to the stocking UOM.
Sterland has tidied up Contract Maintenance as follows:
1. When assigning Customers to job contracts, the User is no longer able to set the "Default" & "Auto Select" fields. These are not applicable on a job contract so have now been hidden.
2. When assigning Customers to a National contract, the User is no longer able to set the "Default" & "Auto Select" to true. Both can be set to "No" but both cannot be set to "Yes".
3. If multiple Users in different sessions are adding lines to a contract, it resulted in duplicate line numbers. The line number is now set by the server and sent to the User's session after the line is added.
Sterland has enhanced the search function in the Contacts tab. The customer account number can now be used to search. The search results display all contacts linked to the customer account number entered.
Sterland has created a new scheduled task 'Populate Calendar' (dailyTaskSched) to populate a calendar of dates including creating calendar_entry records that allow for different functionality that can be built into reports to improve functionality in Central Alocation activities.
Sterland has added the "CDF sourced" value to the Product finder, Purchase Order, Sales Order, Sales Order Fulfilment & Purchase Requisitions grids via the F12 Developer tool.
Sterland has rectified a bug. The first row is auto selected in search grids. If a User has sorted the grid by different column/s & saved the configuration, then the first row in the returned results is auto selected.
Sterland has rectified an issue with how the customer message in Prostix displayed after the same message was edited in Frameworks. Where the customer message exceeded 25 characters, and after the edit was saved in Frameworks, the customer message would only show the first line of 25 characters in the Customer Enquiry, POS, SOP and JOB screens in Prostix. This fix ensures that the customer message is correctly displayed across the 6 lines available in Prostix to a maximum of 150 characters (6 lines of 25 characters per line).
NOTE: Prostix has a known limitation of only being able to display a maximum of 15 characters for the customer message (6 lines of 25 characters per line). If the customer message is edited in Frameworks, and then exceeds 150 characters, anything past the 150th character will not be displayed in Prostix. There is no plan to increase the Prostix customer message display capability beyond 150 characters.