Version 5.4 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:
Several new Frameworks Reports are also now available
Fixes and Enhancements in this version
The following tickets are highlighted as they are either a key fix or a key product release improvement:
Frameworks now has the functionality to process Debtor Administration Fees and Interest Charges on accounts, accessible via the Receivables - Transactions Processing selection in the main menu.
Sterland has added a new feature in Frameworks wherein users can now process a payment reversal for payments that have been allocated against customers. The new functionality is accessible from a new button on the payment enquiry screen, and also accessible via the customer dashboard.
Sterland have added credit card fees to Frameworks. Currently this is only available for cash sales and order deposits (via the Create Order option) made in Point of Sale. There is a new maintenance function: Credit Card Maintenance to manage these fees. The credit card fee will be applied in the tendering screen and a miscellaneous product will be added to the Order.
Version 5.5 will enhance this functionality to include Credit Card Fees in Account Payments, take payment within Sales Orders and Cash Refunds.
Sterland is pleased to announce that the Purchase Sales Information popup is now available in Point of Sale. It can be accessed in the product entry by selecting the (i) icon or alternatively clicking on the product hyperlink in the product grid. Furthermore a new Previous Sales option is available in the product edit screen (accessed via the pencil icon) that when selected will show all previous transaction for the selected product/customer combination from a selected date.
Sterland are pleased to announce an enhancement to the print dialog which will allow the selection of a contact to populate the "To", "CC" and "BCC" email addresses. The contacts listed in the drop-down are associated with customer/supplier from the parent function.
Sterland has added an error notification that appears in Payment Selection Batches, if the bank file fails to create because the directory does not exist or there are permission issues with the directory.
Sterland has rectified an issue wherein the Payment Date field in the Payment Selection Batches screen accepts incorrect dates. A new flag - FWApChqDays - has been created to set an acceptable AP Payment Range in the Payment Selection Batches screen.
Sterland have rectified an issue wherein supplier payments were being posted in the current period and not the period the payment was dated. Now, if the payment is backdated to an open period, it will be posted to that period, otherwise it will be posted to the next available open period.
Sterland have rectified an issue in Invoice Format #37 where a product using 4 decimal places was not displaying the unit price using 4 decimal places resulting in the customer not being able to calculate the line total correctly.
Sterland have reinstated the ability in Point of Sale (POS) to charge a negative sale to cash customers.
Sterland has rectified an issue where payments that had been made against a disputed Invoice for a customer are no longer displayed under the Disputed Invoice tab. Only disputed Invoices are displayed.
Sterland has rectified an issue where the Payment history enquiry was not displaying the account balances per month, the days overdue and the average totals correctly
Both Frameworks & ProStix
Sterland has rectified an issue wherein any changes made in the Main Contact Details via Frameworks was updating the Customer Primary details. A new flag - CusMainCon - is introduced to prevent the Customer Primary Details from updating.
Sterland have resolved an issue involving negative customer payments. Now when an "invalid numeric character" is entered it will be automatically changed to become valid. [e.g. (50-) will change to (-50)]
Sterland have resolved a memory violation issue related to the search function on the Customer Payments module. The testing of this task was to ensure the search function, in particular the future dated and auto-alloc flags, were still behaving correctly after the change.
Sterland have resolved an issue with supplier maintenance by removing the validation of the supplier group per company. Supplier groups (like the suppliers themselves) are now available for all companies.
Sterland have implemented a new feature in Central Allocations so that making changes to multiple Transport Orders is now possible when selecting the new 'Apply Changes to Future Orders' tick box. This can be accessed by clicking the Sales Order hyperlink in the Transport Order View screen.
Sterland have made changes to Central Allocations so that RCTI's will be consolidated for the month prior based on the running of the scheduled task on the transport company, as well as several new settings in the RCTI miscellaneous table. Physical copies of the RCTI's are now available to be printed from the Supplier Dashboard.
Sterland have now resolved an issue in Frameworks - Central Allocations so that when entering a customer in the Transport Order Entry and Weighbridge Ticket Entry screens, the address field and any details attached to the address will be automatically populated per the following rules:
- If no Delivery Address = Default to Customer Address
- If 1 Delivery Address = Default to Delivery Address
- If 1 Delivery Address + Contract = Default to Delivery Address and fill Contract field
- If Multiple Delivery Addresses (with or without contracts) = Defaults to blank, waiting for an address to be selected to fill details attached to the address
Sterland has resolved an issue in regards to the GL postings of Weighbridge Tickets. The correct source transactions are now referenced in the GL dashboard for the order release movement of the consolidated invoice.
Sterland has resolved an issue involving Weighbridge Ticket View regarding the site colours. You can now have as many sites with colours as you like and it will not effect the functionality of the Weighbridge Ticket View screen.
Sterland have resolved an issue in the Weighbridge Ticket View screen. The grid can now be successfully filtered by the RCTI column.
Credits and Refunds
Sterland has resolved an issue that was preventing the reason code from displaying when going back and enquiring on any credits that were processed through Frameworks. Moving forward any new credits will have the correct information displayed under the 'more data' tab of the transaction enquiry.
Sterland is pleased to announce that a new function: Supplier Statement Reconciliation, is now available in Frameworks. There are two parts to this function, the front end which is named as previously mentioned, and the import module: Import Supplier Statements. Once imported (through CSV upload or FTP) the statement headers will be visible in the reconciliation dashboard. Drilling into a header will show the imported supplier transactions that belong to the statement (on the left) and supplier invoices from the system (on the right). The screen is also split horizontally, with the unreconciled open items at the top and the reconciled items and the bottom. An automatic reconciliation takes place upon import but a manual reconciliation is also available. For further information on the rules of reconciliation, please refer to the documentation.
Sterland added functionality to the printing of swing tag labels. When printing pending prices, a date range is now available which will only print those products on the stock card with a future price within the specified range.
Both Frameworks & ProStix
Customer Funded Development
Sterland has made changes to the Detrack functionality to enable the 'Job Order' field and to allow order of deliveries (as per runsheet in pick & despatch) to be specified when sent to Detrack.
Sterland has rectified an issue wherein User was able to delete records in the GL Table Maintenance screen even though the records are being used in the Ledger Reporting Chart Maintenance and Chart of Accounts.
Sterland have implemented new features in the Journal Entry screen. Sterland have created new fields to help define your search and there is also a 'Refresh' button so when creating/editing a Journal Entry you can now remove all recent entries.
Sterland have increased the accept value format in the GST returns module so that large values will not cause a system error.
Sterland has updated the narration for GL postings of Expense Invoices. All postings from this transaction will have the following reference narration format: Expense Invoice - Supplier Code - Invoice - Narrative
Sterland has rectified an issue within the General Journal posting program where the posted accrued journals were showing the next period of reversal journal without a year in the G/L Transaction Register report. This has now been resolved.
General Ledger Journal Entry
Sterland have now implemented a new feature in the Journal Entry screen: Standing Journals. Controlled by a flag in the header, standing journals are draft journals that do not need to be dated and cannot be posted while the standing flag is activated.
Sterland have increased the character limit of the stock movements reference field by an extra character to stop system errors from appearing for some customers.
Sterland is pleased to announce that Average Cost Adjustments is now available in Frameworks. The process is the same as ProStix average cost adjustments and is only available on average costing environments.
Sterland have created a new feature flag: 'ProdDescCaps' which when active will automatically capitalise the product description field in Product Maintenance upon save. If this flag is not active, the product description will remain in the case/s that it was entered.
Sterland has made an inclusion of the stocking unit of measure onto the Contract Maintenance screen to identify the products' unit of measure that has been priced and also useful when exporting the grid.
Sterland has added the utility program fixfutprice2.p to the current list of utilities that can be run via ProStix menu shortcuts System Administration - Utilities - Run a Program. This utility allows future standard cost, branch cost and/or supplier costs to be removed for a specified date.
Sterland have resolved an issue where a product with an alternate UOM, a timber length surcharge with timber sawing, and handling costs is added to a POS cash sale or sales order with a price override. On tendering the POS cash sale or releasing the sales order, the resulting tax invoice had the incorrect cost stored against the product detail line.
Tier Pricing - Datafix utility
Inventory Product Maintenance
Sterland are pleased to announce an additional functionality in Product Maintenance.
Users can now edit the Unit of Measure (UOM) of products and add surcharges from within Frameworks.
Users can now also import and export products via the Product Import screen.
Sterland has extended the functionality of the PosRepName flag so that it acts on star POS dockets. Depending on the value of the flag, either the first or full name of the sale rep will be displayed on the docket.
Sterland have now update picking slip format 97 and 20 to include a 'Return Goods List' header when printing the Picking Slip from a Credit Note/Credit Refund.
Sterland has rectified the following issues on Picking Slip format 49:
a. Description of the Product Bin Location overlaps in the UOM field
b. Total Amount is not displaying the value if it is greater than 999,999.99.
Sterland have rectified an issue concerning re-printing customer payment receipts that were not being emailed if the printer type on the device was set to "star".
Sterland have resolved an issue where Picking Slip Format #49 was not printing all the bin locations against the correct detail lines of a Sales Order. The system was re-printing the bin locations from the previous line of the Sales Order.
Sterland have implemented a new development which allows the number of product labels to be printed to be defined while receipting in the stock. This development has been implemented in both Frameworks and ProStix and is controlled by a new system flag: "RcptPrdLbl". In ProStix this is seen as a new popup screen between selecting the receipting quantities and confirming the receipt. In Frameworks, additional fields have been added to the grid with a few header fields for printer selection. A default number of product labels will be defined based on the setting of the new system flag: "ProdLblDefZero". If the flag is active, the defaults will be zero, if the flag is inactive, the defaults will be set based on the number of stocking UOM.
Sterland has made the following changes to customer details not printing on special buy-in Purchase Orders format 23:
a. Include the Supplier Reference if it is not indicated in the Comment fields
b. Include Customer Name and Customer Address if the Purchase Order has a Linked Sales Order
Sterland has rectified an issue within Invoice Format 92 output where the GST Exclusive Invoice printed using NuVu = No was removing further 10% from the price override product lines. This since now been rectified.
Sterland has updated Picking Slip format 4 to include the minimum and maximum quantity of products.
Sterland have resolved an issue where Picking Slips Format #97 (NuVu = no) was not printing the Sales Order detail line comments.
Sterland is pleased to announce that Open Orders and Open & Lost Quotes are now available for Phocas Extract.
Sterland has rectified an issue in the Phocas GL chart, Phocas GL transaction and Phocas GL transaction detail extract files where if a Pipe symbol (|) existed in the Description or Narrative field, the records were not being extracted.
Sterland has rectified an issue in Pick and Despatch wherein Jobs with Manufactured Products could not be released if the entire job is not completed. Now, only the manufacturing workcentre needs to be complete to allow picking and releasing of the order.
Sterland have made a change for Quote format 49 so that the calculation and printing of settlement discounts is now based on whether the customer is of type 'shareholder'. Previously the customer flag: "settlement discounts" controlled this behaviour.
Sterland has improved the Till Reconciliation function to give the user a running total of the variation amount to prevent the need for a calculator to determine how much the till is potentially out of balance before proceeding it to the "reconciled" status.
Sterland now prevents the utility fixsuspended.p from deleting suspended sales for the current date
Point Of Sale Sales Order Processing
Sterland have rectified a system error that was occurring when adding a multi-tally product with length surcharges (such that the line would split) into a specific line no. where there was also products already existing in the grid with line no.'s greater than the one being entered.
Sterland has made a change so that if the "default printer" option is selected in the Special Order Receipt Labels scheduled task, the default printer will be defined by the receipt label printer on the device.
Printing or Emailing Sales Order Processing
Sterland has added the following fields, Previous Prints in the Picking Slip Print Dialog and Pick List Print # in the Sales Order Header tab, to indicate the number of times the Picking Slip was previously printed.
Sterland has rectified an issue wherein the Project Acceptance Cover sheet is displaying the wrong descriptions.
Sterland has rectified an issue where the fax number in the Purchase Order print dialog was not defaulting to the fax number entered on the purchase order - delivery details tab. The print dialog will now default to this field, although if blank, will default to the supplier default fax number.
Sterland have resolved an issue where in some instances, the cost of products on a purchase order, created via purchase requisitions, were incorrect. The resolution has been to re-cost all lines of the purchase requisition when it becomes a purchase order.
Sterland have created a new system integer "invStkPDay" which will exclude any Purchase Orders from the stock re-order count where the date required is outside the specified range of current date + invStkPDay.
Sterland have added the Finalise Transfer option to the Sales Order Fulfillment Review screen (via Linked Purchase Orders) and the Mutli Purchase Order Review screen (via Purchase Requisitions). This will allow users to lock the branch transfer purchase order from the review screen in preparation of sending the request order to the transfer branch.
Sterland are pleased to announce that there is now an option from within the Stock Receipting screen to create an invoice upon receipting. This functionality can be turned on by the new system flag: FWReceiptInvCap which will make the new fields available in the stock receipting screen. Another new system flag: FWReceiptInvValÂ controls whether upon receipting the invoice is created or a new approval record is created and sent to stock invoice approval first. Lastly, the new system flag: FWReceiptInvManÂ controls whether these fields are mandatory or not when receipting stock.
Sterland have rectified an issue when receipting Purchase Orders that have tally quantities, that the original purchase order tally quantity is displayed. Subsequent back orders will now also display the remaining tally quantity when processing the stock receipt.
Sterland has rectified an issue in the Stock Receipting screen wherein when adding a new Product Order in the Purchase Order Receipt, the Product Description was not populated.
Sterland has rectified an issue in branch transfer Sales Orders wherein GST was being charged because the customer or branch was being changed on the order after creation. The customer and branch fields for branch transfer sales orders have now been locked down and made uneditable.
Sterland have amended the functionality of system integer: FWLPODays, so that if the sales order date - FWLPODays < Current date, the Linked Purchase Order date required will be set to the current date instead of the date already past.
Sterland have rectified an issue where products that have an alternate UOM with a conversion, could not be added to a S/O's linked P/O without an invalid error stating that the order quantity is not a multiple of the pack quantity against the supplier.
Sterland has improved the performance of the PAM pricing update which is used for the Pricebook feature and optionally the Trade Portal. Sites with a large number of customers/products using one or both of these features will see a marked speed improvement when the scheduled overnight PAM update executes.
Sterland has rectified an issue wherein the Branch Maintenance GL Account Finder screen now only displays the accounts specific to the User's session branch.
Sterland have made a change so that orders and quotes created on the Trade Portal will now have an initial status of "new" and the assignee will be set to the user associated with the sales rep number of the customer used to login to Trade Portal.