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Program Enhancements

Bank Reconciliation

The option Allow Multi Select in Other Settings in the bank Reconciliation allows for reconciling multiple lines at the same time

To reconcile (or clear or unreconcile) multiple lines at the same time:

  • Tick Allow Multi Select
  • Click, hold and drag to highlight the Line No field
  • Right mouse click and select Reconcile
  • Click anywhere to cancel the selection

Reports

Input and Output Item serial number(s) and Expiry Dates have been added to reports MNT12601 - Work Order and MNT12602 - Production Batch Work Orders

Creditors

Creditor Batch Transactions

The ability to add Custom fields via plugins has been added to Creditor Purchases, Creditor Debit and Credit Adjustments and Creditor Payments.

CSV Import

A new sample file for creditor transactions import is available in the Jiwa Program directory \Documentation and Samples\Importing\Creditors\Transactions

Customer Satisfaction

Incidents

The form has been reconstructed to use the new Version 7 controls.  Export and Import to XML as well as Exports XSD’s are available from the Utilities tab in the form.

Debtors

Maintenance

 

 The header section of the debtor maintenance form has been re-organised.  This is to improve readability (de-stretch the fields), slightly improve performance (elimination of heavy table controls), and to cater for future changes.

Sales Reports

Debtor Sales History

 

 A new report has been added to the Debtors > Reports menu to show debtor sales like on Debtor->Sales tab.  The report is titled DBMGT061 - Debtor Sales History.  Remember to add it to your custom menus.

Ranges include start date, end date, and a tick box to control whether to include branch debtors.

Debtor Sales by Staff Member

A new report has been added to the Debtors > Reports menu to show debtor sales by staff member.  Remember to add the report to your custom menus. 

Ranges include start date, end date, and staff member start and end records.

Statements

Form

When printing or emailing debtor statements from the Debtor Statements form the following fields are retained per user:

Print Order; Use Groups; Period Type; Accounts; Min Balance; Exclude 0 Balances; Pause After; Print to Screen

 Report Definitions

  

Ability to set the default period type when printing/emailing debtors statements now works as expected.

Transactions Tab

 Changed the transaction reading of debtor maintenance form to use a stored procedure.

Forms

Column Alignment

Column headers have been changed to align horizontally matching the data alignment i.e. text, date and combo type column headers are aligned left, numeric column headers are aligned right. 

Grids

We have added the ability for grids generated from stored procedures to have total rows.  An example of this being used is the usp_Jiwa_PrepaidLabourPack_Usages stored procedure which is used on the Usages tab of Prepaid Labour - this now totals the Support Pack Usage column

Grid Manager

We now provide a button on the grid manager screen to reset custom columns to defaults

General Ledger

Categories

We have added ability to export and import General Ledger Categories via xml.  The functionality is on the Utilities tab of this form.

Profit & Loss

The Profit & Loss report has been significantly enhanced to cater for:

  • The ability to print a period range – e.g. from period 4 to period6
  • Last Year comparison has new options – Year to Date and Period Range
  • Printing by account number or account description order

  • Segment grouping that allows reporting at the detailed posting level or consolidation at all the levels of the account code structure

Inventory

Export Inventory to CSV

We have added a new standard plugin "Export Inventory to CSV".  This plugin adds a form "Export Inventory" to allow a range of products to be exported to CSV.

 The demo and model menus have this under the Utilities menu of Inventory.  The plugin can be fairly easily modified to change to the ranges used and the output format.

Hide Costs

 

The ability to control who has access to viewing inventory costs in Jiwa is implemented with a User Group called "Hide Costs Template" and is shipped standard with new and upgraded databases.  It is set to read only. To use, make a copy of this group and re-name the copy.  This way we can update the template through upgrades as required.  Attach the group to relevant users and all costs are then hidden.  

Inventory Import

The Inventory CSV Import has been expanded to allow for the import of Notes.  This has been done via a new plugin that is enabled by default – ‘Inventory Import Notes’.  The two new fields are Inventory Note Type (defaults to Default if not provided) and Inventory Note Text.  The Note Text field has been expanded to allow more than 2,000 characters.  The field is now varchar(max).

Remember - the Inventory Import allows for Updating of existing inventory items

Landed Cost

Invoices

The posting of non-physical inventory items at the invoice stage has changed from using the account attached to the Inventory Value to that attached to the Cost of Sales.  This will reduce the likelihood of variances in the inventory reconciliation report.

Reports

Reports using a stored procedure could not be printed from the shipment form as the formulas were not being set by the form.  A stored procedure with the following signature should be able to be used by a report and invoked from the shipment form

CREATE PROCEDURE usp_JIWA_Shipment_Profitability @SP_ShipmentID CHAR(20)

Shipment Lines Tab

Hovering over the column headings for quantities and line totals displays the total for that column

Login

SQL Login and Password details are now hidden in the Connections screen

Plugins

Description Field Changes

The [Enter] key can now be used in the description of plugins.  We have also added a splitter control to plugin maintenance form to allow for expansion of the plugin Description.

Export Inventory to CSV

We have added a new standard plugin "Export Inventory to CSV".  This plugin adds a form "Export Inventory" to allow a range of products to be exported to CSV.  The demo and model menus have this under the Utilities menu of Inventory.  The plugin can be fairly easily modified to change to the ranges used and the output format.

MYE Export

We have added a new standard plugin - MYE Export. This plugin adds a form to export General Ledger information to the MYOB MYE format.

The default menu and model menu have a new form under the General Ledger / Utilities Menu - MYE Export.

Print Group Maintenance

Logical Printers

Logical Printers which cannot map to the physical printer now display an alert in Print Group Maintenance and is is shown with a tool tip message.

 

 

Purchasing

Purchase Orders

B2B Purchase Orders

Editing the inventory item descriptions on back to back sales orders now flows through to linked back to back purchase orders and into GRN’s and linked purchase invoices.  

 

The Invoice number field has been moved from the bottom of the form to the header section, bottom right.

Emailing

A new plugin has been implemented ‘Mark PO As Sent When PO Emailed’ that updates the purchase order with the status of ‘Emailed’ when email has been sent.  By default, the plugin is ‘disabled’ on upgrade.  Enable to implement this feature.

Freight, Duty and Insurance

Freight, Duty and Insurance fields have been added to the Total grid of purchase orders and B2B purchase orders.  Creating a GRN from purchase orders carries through these values to that form.  These values are ignored when attaching the order to shipments. 

Purchase Order Report

The standard purchase order report has been modified to cater for the change that has added Freight, Duty and Insurance to the Total Grid.

Note Any custom purchase order reports will need to modified to include these new fields.

Good Received Notes

Where inventory item descriptions are changed in a purchase order, this change is populated into the GRN and flows through to the purchase invoice. 

Purchase Invoice

The posting of non-physical inventory items at the invoice stage has changed from using the account attached to the Inventory Value to that attached to the Cost of Sales.  This will reduce the likelihood of variances in the inventory reconciliation report.

Reports

Email Functionality

 

The ability to email from the reports screen has been implemented by adding a standard plugin (Email Report) that when enabled, adds an "Email" button to the report viewer toolbar.  The plugin is enabled by default.

When pressed, an email maintenance form is loaded, with the report attached in PDF format.  The user then fills out the TO, CC, BCC, Subject and Message fields before saving (and thus sending).

Profit & Loss

The Profit & Loss report has been significantly enhanced to cater for:

  • The ability to print a period range – e.g. from period 4 to period 6
  • Last Year comparison has new options – Year to Date and Period Range
  • Printing by account number or account description order

  • Segment grouping that allows reporting at the detailed posting level or consolidation at all the levels of the account code structure

Sales with COGS Reports

These reports have been modified so that the quantities on sales order credit notes where inventory items are NOT returned into stock e.g. price credits are not included in the report – only the dollar values are.  This provides an accurate reporting of GP% and GP$

 

Standard Reports

If you overwrite Jiwa master reports with updated reports (with logos, headers etc), the reports will be replaced on upgrade. You need to keep a copy of the customised reports to be able to 'refresh from files' after the upgrade or save the customised report with a different name.

Sales Orders

Credit Note Based on a Sales Order

Kit headers from the original sales order the credit note is based on are now populated into the sales order grid.  Previously only the components delivered on that sales order were brought through to the credit note.

Message

Saving a sales order sometimes displays a message 'Concurrency conflict in IN_SOH' when there have been stock movements since the order was saved.  A message now displays the line number and action required to remedy the situation.

Payment Types

The ability to export and import via xml has been added to the Payment Types form under Sales > Configuration menu.

POS Sales Orders

Enhancements have been made to the POS form as follows:

  • Drill down to debtor record and inventory items has been implemented
  • Added credit limit check support to this form and where the credit limit is exceeded, a badge is displayed

  • POS invoice reports cater for Rounding description when the Rounding plugin is enabled

Status Bar

Where the login date is different to the server date it flashes a yellow warning icon.

System Settings

The System setting "MoneyDecimalPlaces" has been removed. The number of decimal places is now determined by looking at the currency which has the flag IsLocal set

Unit of Measure

Overview

Units of Measure have been implemented in inventory, sales orders including the POS form, quotes and purchase orders.  A new tab has been added to inventory maintenance – Units of Measure.  The units of measure are based on the stock keeping unit.  In the example below, stock can be sold and purchased in kilos, bags, boxes or pallets.  Stock on hand is stored at the stock keeping unit level and stock levels are increased and reduced at this level e.g. kilos. 

Two new fields haves been added to the grids in the forms that have units of measure capability – Unit of Measure and Quantity Unit of Measure.  The Quantity field in the grid is a calculated field for these items – Quantity Unit of Measure * Quantity Units (from the inventory record).  Prices in the grid are at the stock keeping unit

Note:  These new fields are hidden by default and need to ticked as visible and will display when Use Custom Columns is ticked.

Note: A Unit of Measure can be set as the Default in the Supplier Warehouse tab.  Pricing is then controlled by Supplier Quantity Price Breaks

Quantity Price Breaks

Selling prices are setup according to the stock keeping unit using quantity price breaks to set the pricing applicable in the Sell Prices form or each inventory item. 

Purchase prices are also setup according to the stock keeping unit using Supplier Quantity Price Breaks in the Supply tab of inventory.

Search Windows

Unit of measure has been added as a search option to all Inventory searches.

Warehouse Maintenance

Custom Fields

Custom field support has been added to Bin locations in Warehouse Maintenance

 

Complete List of Changes

 

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