SAM Version 6.026 Release Notes
TABLE OF CONTENTS
HERO FEATURES | ||
Feature | DR# | Detail |
eWOF – Electronic WOF Checksheets
| WEB-996
|
eWOF is provided using our Smartcheck Online Checksheets platform {{Click here to read more}} |
Enhancements | ||
Module | DR# | Detail |
Creditors, Debtors | SD-8132 | Refined Search Anywhere on Debtors and Creditors screens, to limited results to the currently selected Vendor/Customer |
Debtors | SD-8019 | Updated the wording from "Interest Rate" to "Annual Interest Rate" in Misc > Interest Charging to clarify that this is an annual interest rate, not a monthly interest rate. |
Debtors | SD-8102 | We have added the ability to attach images to Customers and Suppliers by clicking the Images button at the bottom of the Maintain Supplier and Maintain Customer screens. |
Job Kits | SD-8056 | Improved Memo text field to increase the character limit for Text and Invoice Text in Job Kits |
Jobs | SD-7977 | The Job Card button will now display in Red font when a custom Gembox Job Card form has been printed. |
Jobs | SD-7997 | Mobile No. will now be displayed on Invoices |
Jobs | SD-8089 | We have added a Do not Show Reading Warnings if Reading is Zero in System Setup > Job. This setting will remove the job reading warning, great for trailers. |
Parts | SD-8123 | Dymo Label Printing functionality has been added to the Maintain Job screen and when viewing a closed invoice from the Invoice Enquiry screen , by using the new Label button provided. This requires a label template to be setup. |
Quotes | SD-8153 | To improve performance, we have added filters Search Anywhere by 1,3 and 7 years on the Quotes Listing. |
Quotes | SD-8160 | Quotes Cleanup option has been added to the bottom of the System Setup screen, which will allow users to purge (delete) all Quotes prior to their specified date. |
Reports | SD-8021 | The Sales Report has been updated to include the suffix of invoice numbers (e.g. the "1" in invoice "987665 1"). |
Reports | SD-8043 | Fixed an issue where deleted records were unable to be filtered out in unmatched report |
Setup | SD-8111 | We have added more processes to the Control Log. This will now record when a Job is Invoiced, when a Quote is converted to a job, and when a job is created. |
Stock | SD-7357 | The Bin Location will now display when posting Parts to a Job or Quote. |
Stock | SD-7952 | You can now choose to sort by Description when printing a Stocktake |
Stock | SD-8124 | Added a Warning notification to the Stocktaking procedure, so when entering results, the user is notified when they reach the bottom of the list. This should help avoid issues of the system jumping back to the top of the list without users noticing and overwriting prior stock counts. |
Utilities | SD-8001 | Updates made to the Hyundai, Renault & Isuzu service exports to accommodate the requirement for the Customer file to be sent to a different FTP location. |
Utilities | SD-8009 | Delivery Address fields can now be viewed and edited on the Export OrderCentral Order screen. |
WorkShop | SD-7993 | When an invoice has been split, the Split button on the Maintain Job screen will now display in red font to be more noticeable. |
WorkShop | SD-7995 | We have changed the system so users can add Email Address and Mobile No. on an individual Quote, Job or Invoice for the system's default Cash customer without these changes writing back to the setup of the Cash customer. |
Existing Add-Ons – Enhancements & Changes | ||
Module | DR# | Detail |
Xero | SD-7984 | We have hidden the XERO payment type from the receipting process, as this payment type is for system background process use only. |
Xero | SD-8029 | The Check Xero Contact feature for resolving Xero Batch errors will now provide more descriptive messaging to guide users to the appropriate step to resolve the error. |
Xero | SD-8032 | The Xero Batches screen will now display unposted batches by default, rather than All Postings. |
Xero | SD-8120 | We have added options to System > Xero Purge Batches and a tickbox during month end procedures to purge xero batches, to clean-up historic (older than 3 month) Xero batches from the system. |
Motorcentral | SD-8026 | New setting added to disable sending of invoices to MotorCentral. Setting found in: Maintenance > System Setup > General > Helpdesk > Motorcentral > Disable invoices sending to Motor Central |
Order Central | SD-8007 | We have added a feature to OrderCentral to enable suppliers to Reject orders and for those sending orders to be able to Re-Send an order (e.g. to resend a previously rejected order). |
Smartcheck | SD-8114 | SAM will now automatically upload new jobs to Smartcheck when they are created. Invoiced jobs will update Smartcheck. Checksheets can also be included in the emailing/printing process when invoicing a job using the new checkbox on the print/email screen. |
Bug Fixes | ||
Module | DR# | Detail |
Creditors | SD-8048 | Resolved an issue on Purchase Orders causing GST to display on suppliers with no tick their setup to Apply GST. |
Debtors | SD-8106 | Resolved an issue where invoices were not being posted to MotorCentral |
Diary | SD-8017 | Fixed a bug that could cause Diary Notes to disappear. |
Diary | SD-8041 | Resolved an issue where the dates of User Defined Fields may display in an unsuitable format in the Diary. |
invoice | SD-8096 | Resolved an issue where Summarised Job kits were not printing on "Normal Style 1" invoices. |
Jobs | SD-8002 | Resolved an issue preventing the email address field from being populated on a Job if the keycode was typed in directly. |
Jobs | SD-8060 | Resolved an issue with the calculation of discounts of purchase order parts on jobs. |
Jobs, Quotes | SD-8015 | Resolved an issue that would prevent catalogue items from being deleted from Jobs, if they were added to the Stock listing and categorised as being sourced from stock. |
Marketing | SD-8023 | Resolved an issue where certain filters applied to the Service Reminders Sent report was excluding certain relevant results. |
Parts | SD-8087 | Fixed an issue to ensure the Maintain Purchase Order and the Purchase Order Listing screens to be closed after finalizing an order |
Parts | SD-8101 | Clicking Finalise and Exit when adding a purchase order part to a job will now return straight back to the Maintain Job screen rather than displaying the purchase order listing. |
Payments | SD-8091 | Resolved an issue with the calculation of Card Fees on POS invoices. |
Quotes | SD-7989 | Removed a restriction when converting Quotes to Jobs to allow the Job to be future dated. |
Quotes | SD-8024 | Increased the numeric placing of markup values to decrease the likelihood of rounding issues on Quotes and resolved an issue with pricing parts that have no cost on quotes. |
Quotes | SD-8065 | Resolved an issue where the customer would be changed unexpectedly after checking Stock Transactions for a part on a Quote. |
Reports | SD-8057 | The Purchase Order Report will now display the number of invoices and credits a Kit appears on separately, previously this was a total count of transactions which could be misinterpreted as the total number sold. |
Reports | SD-8068 | Resolved an intermittent issue causing the ATS Export controls to open the incorrect report |
SMS | SD-8046 | Fixed issue where warning messages were not displaying when sending SMS |
Stock | SD-8006 | Fixed issue where Job No. of a previously worked on purchase order was being retained on new purchase orders |
WorkShop | SD-7996 | The Postcode field has been reintroduced to the Maintain Job screen. |
WorkShop | SD-8049 | Resolved a complex issue where under a specific scenario some postings would not print after a job kit header line, despite the pricing remaining accurate. |
WorkShop | SD-8098 | Fixed an issue where the cost displayed against job kit postings on a job was based on a single unit rather than the actual qty of the posting. |
Xero | SD-8031 | Resolved an issue where Suppliers were being incorrectly identified as duplicates when viewing/editing the Maintain Supplier form. This issue was only occurring for SAM X systems. |
Xero | SD-8082 | Resolved an issue with GST calculations on Purchase Orders including zero GST products |