| Module | Alterations |
| File > Print > Document Settings | Local Settings - Change to document list order to correct problem with local overridable documents |
| Purchase > Requisitions | Department & Cost Centre - Requisition header department & cost centre are passed through to the Sales Order header. |
| Purchase > Requisitions | Save - Budget totals are calculated for all requisition lines before the Save procedure begins. This prevents the possibility of database locks. System also blocks users from attempting to save closed requisitions. |
| Purchase > Requisitions | Pending Authorization - logic behind this property has been altered to return a true or false depending on the authorization state. |
| Purchase > Shipment Trade | Account name - Shipment trade now displays the account name |
| Purchase > Goods in | Tab order - Cursor is moved to the correct field after selecting an account |
| Purchase > Purchase Credit | Adding Invoice lines - Correct nominal is brought through when adding an invoice line from the history grid |
| Purchase > Purchase Invoice | Textitem nominal - System now sets the account code of <TEXTITEM> lines to the default purchases nominal |
| Purchase > Purchase Order Browse | Tab order - Cursor now moves to the date field after leaving the stock description field |
| Purchase & Sales > Cash Match | Discount check - altered on cash matching to accommodate purchase and sales open items |
| Sales > Sales Orders | History grids - Removed fixed date on Open Sales Orders history grid |
| Sales > EPOS Credit | Customer record - populated correctly when setting the account code |
| Sales > Statements | Emailing - Sending emails through the statement run now pauses for a few seconds every X emails in the same way the mailer does. This reduces the risk of them being identified as spam |
| Sales > Sales Order Browse | Tab order - Cursor now moves to the date field when leaving the stock description field |
| Sales > Settlement discount VAT | Settlement discount - Sign on the settlement discount figure altered for sales order invoices |
| Nominal > Journal | VAT type - System stops users from mixing sales & purchase line VAT types. Vatable Journals can only be one type |
| Nominal > Cash Book > BACS Run | BACS run - now checks if the customer is still on BACS when output file is produced |
| Nominal > Budgets | Budget Authorization - Staff member's position in the hierarchy of authorization is rechecked when a budget limit is altered or contact details are changed for a budget. |
| Nominal > Budgets | Retrieve Budget - Bind Object error message no longer appears when retrieving budgets. Retrieve button also disabled once an existing budget is loaded to prevent document locks (new skin) |
| Nominal > Dashboard | Gauge figures - Current month sales and current month GP now display the correct figures |
| Stock > Works Order | Auto pick - Allocated works orders will now auto pick the allocated stock |
| Tools > Our Companies > OpenCompany | Window mode - Opens company in normal mode instead of minimized |
| Tools > General Parameters | Split Invoice & Credit numbers - Credit number is set to the next sequential number when previously using 'sequential invoice and credit numbers' and moving to 'split numbers' |
| Tools > General Parameters | Budget Commitment - BudIncludeAuthInCommitment and BudIncludePOInCommitment properties are defaulted on. These are used when calculating the budget commitment |
| Starter | nbfAppMenu.exe - An upgrade is triggered to copy the nbfAppMenu.exe file from the server if it cannot be found on a PC. Anti viruses have been known to incorrectly flag & remove this file |
| Grids | Grid orders - Saved orders on all grids are now being set when a screen is re-opened |
| Skins | Group box - The text on a group box is now being saved in the skin |
| Module | Functionality |
| Purchase > Purchase Order | Order status - Leaves the order status as P (printed) until the whole order has been fully received or any invoicing has happened |
| Purchase > Purchase Order | Save options - (draft,final,cancel & abandon) only displayed when the order is in draft stage. |
| Purchase > Requisitions | Commitment accounting - Commitment accounting options added where this can be made up of Requested, Authorized, Include/Exclude Pos and posted. |
| Purchase > Requisitions | Fixed Asset Requisitions - User must select a Fixed Asset Category before a Budget. Altering the FA Category will clear the Budget and vice versa as they may not be linked. A supplier must be set against all Fixed Asset requisition lines as well. Purchase Orders are now created when a FA requisition is authorized |
| Purchase > Requisitions | Send for Authorization - Users are notified that the requisition has already been sent for authorization or has already been authorized when selecting the 'Accept Req' button for a second time (new skin) |
| Purchase > Requisitions | Send for Authorization - Data on the send for authorization grid is rebound & all properties are updated when selecting Save. User no longer has to move the cursor out of the cell to update the property. System also instructs the user that they must select an authorizer when sending for authorization if none have been selected. An instand message or email can only be sent to contacts which have been selected as 'Send To' as well. Authorization date is now saved (new skin) |
| Purchase > Authorize Requisitions | Grid rebind - Data on the grid is rebound & all properties are updated when selecting Save. User no longer has to move the cursor out of the cell to update the property. Items grid is now updated when using the up & down keys when the cursor is on the requisitions grid - was only working with mouse clicks. |
| Purchase > Shipment Trade | Staff record check - New check at the start of the authorization to check if the user is linked to a staff record |
| Purchase > Shipment Trade | Error messages - User friendly error messages added to the authorization routine |
| Purchase > Shipment Trade | Supplier check - GeneratePurchaseOrder validates account code to ensure it's a supplier |
| Purchase > Shipment Trade | Customer check -GenerateSalesOrder validates account code to ensure it's a customer |
| Purchase > Goods in | PO number lookup - System now displays POs in the lookup list up until the point they get invoiced. Allows users to un-receive items from orders which were fully received before the invoice stage |
| Purchase > Pay Suppliers > Step Through Accounts | Pay By BACS - System prevents users from paying accounts by BACS through the Step Through Accounts procedure if there are no BACS details (i.e. takesBacs is not enabled on the supplier) and UseBACSRules system parameter is enabled. |
| Sales > Quotations | Reason Lost Codes - New functionality to record Reason Lost Codes (similar to Reason Codes) which are used to record when a Sales Quotation or Sales Quotation Line has been Lost (and for what reason). These lines aren't passed through when creating a Sales Order or Sales Invoice from the Quotation and stop the user from creating a Sales Order or Sales Invoice if the header Reason Lost Code is set. |
| Sales > Quotations | Quotations for Prospects - Prospects can now be set againt a quote. Can also create a quotation when selecting a prospect from the company management screen. |
| Nominal > Journal | Database locks - SQL statement for the history grid changed to reduce the risks of locks |
| Nominal > Journal | VAT type - Warning message displayed when switching the VAT type from Sales to Purchases and vice versa |
| Nominal > Budgets | Budget Calculations - BudgetAmountPendingAuth (total requisitions pending authorization) and BudgetAmountAuthWOPO (total authorized requisitions that haven't been converted to POs) properties are now available. BudgetAmountCommitment (total commitment) calculation has also been altered to use these properties. All totals are now summed up correctly and PO totals include draft POs. Also displayed on Requisitions, Purchase Orders & Sales Order. |
| Nominal > Budget Browse | Authorized budgets - All budgets are displayed under Budget Browse, but this list is filtered to only the ones that the staff member is authorized for on the Requisition screen. Duplicates also removed from the list by adding a GROUP BY section to the SQL (new skin) |
| Nominal > Ledger Maintenance > Company Data > VAT Rates | Description field - VAT rate codes now have a description field |
| Reports > Standard Reports > Nominal > Ledger Reports > Detailed Listing | NL Groups for Nominal Detailed Listing - New functionality on Detailed Listing reports to filter & order by Nominal Ledger Account Group (Debit, Credit or both) |
| Reporting > Standard Reports > Nominal > VAT > EC Sales List | EC Sales logic - Logic altered to exclude items that are to EC customers who are not VAT registered |
| Reporting > Standard Reports > Nominal > Management Reports > Budget Usage | Report figures - BudgetAmountCommitment, BudgetAmountPendingAuth & BudgetAmountAuthWOPO properties are now available on the list report. BudgetAmountOnPO now displays the correct values (new reports) |
| Logon | Username & password - System now remembers username & password after an upgrade if the 'save' option had been selected |
| Software Launcher (MyNLauncher) | Settings file - Location of the launcher ini files have been altered. It's now stored in the LocalApplicationData folder |