| Module | Alterations |
| Organize > Events > Emails | Embedded Images - System assigns a filename to any images without a filename or name. All images must have a filename or name to be displayed in an email |
| Purchases > Requisitions | Limit to Budgets - Staff members which haven't been set up with 'Limit to Budgets' are now able to raise & authorise requisitions with an unlimited amount and against any budget |
| Purchases > Invoices for Purchase Orders | GRNI variances - PO reverse variances are no longer posted when the invoice prices haven't been altered. This also reduces the chances of GRNI imbalances. Only applicable for systems running with 'AddVatToCost' |
| Purchases > Direct Invoices & Credits | History Grids - The history grids are now populated when loading an existing order /return and are no longer cleared when they're saved / refreshed |
| Purchases > Ledger Maintenance > Supplier Details | Payment Type - Takes BACS and Direct Debit options now update the new Payment Type property and vice versa, which is used by the Pay Supplier procedure. |
| Sales > Orders & Quotations | Contact Details - The logic for updating phone numbers and email addresses has been altered when the contact is changed on Sales Orders & Quotations. Phone numbers and email address are now cleared before being set to the new contact's details (even if the new details are blank). Details are then retrieved from the delivery location if they're blank, before then checking the customer's details. (Delivery locations aren't used on quotations). System used to display the phone number for the previous contact when the new contact had no number |
| Sales > Despatch | Include Despatched - The 'Include Despatched' option is no longer remembered and set when opening the screen as it would take a considerable amount of time to load all despatched orders. The tab order has also been set to include new controls (New skin: nbfDespatchForm) |
| Sales > Despatch | Despatch Units - Despatch no longer fails when system attempts to delete blank Despatch Unit lines. Existing Despatch Unit lines can now be altered on the manifest screen. |
| Sales > Hire and Rental > HMAgreement | Reset Form Skin - The HMAgreement skin can now be reset to default |
| Nominal > Journals | Closed Periods - The 'Period Override' option has been restored to post into the selected period rather than the audit period e.g. period 13 in a 12 period year. 'UseAuditPeriod' will post to the audit period. Both of these procedures will also automatically post the relevant P&L amounts to the reserves account against the audit period (if posting to a closed year). System now blocks any closed period postings that go further back than the last closed year. The 'Date selected differs from the current date by more than 3 months, is this correct?' warning message is no longer displayed when selecting a date from a closed year as that has its own warning message. No need for both warning messages |
| Nominal > Journals | Auto Reverse - The correct Year End is now displayed for systems running with 'ReverseToNextOpenPeriod' when the next period overlaps into the next financial year. |
| Nominal > Fixed Assets > Disposals | Fixed Asset Disposal - Fully depreciated assets can now be disposed |
| Nominal > Budgets > Set Baseline | Baseline Error Message - Error message is only displayed once when attempting to set a baseline against any year except the current open financial year or the next financial year, rather than showing the same error for each period within the year |
| Nominal > Budgets > Copy Budget | Budget List - Budget list has been altered to only show the latest revision of each budget rather than all revisions. The order has also been altered to match that of the view budgets screen. (New Skin: nbfBudgetCopy) |
| Nominal > Budgets > Copy Budget | Budget Exists Warning - Logic has been altered to use the 'Copy To' year's revision number when calculating whether it needs to display a 'budget already exists' warning message |
| Reports > Nominal > Detailed Listing & Ledger Summary | Report breaks - The <NONE> break will now generate reports without any major / minor breaks |
| Reporting > Nominal > VAT | VAT Advanced Breakdown Reports - The breakdown for Box 2 (VAT from other EC member states) will now be displayed correctly, which in turn will correct Box 3 (Total VAT due) & 4 (VAT reclaimed on purchases). (New Reports) |
| Reports > Nominal > Management Reports > Trial Balance | Section Order - The Trial Balance report order has been reverted back to be by section and nominal rather than just by nominal |
| Reports > Nominal > Management Reports > Budget Usage | Filters - Year and Period selection filters are no longer reset every time the user switches between the 'All' and 'Use Period' options |
| Tools > General Settings | Budget Collections - Income & expenditure budget collections are now automatically created when either code is altered on the general settings screen (AutoBudICode/AutoBudECode). The Auto Maintain Budget Collection option must be set for this to work (AutoMaintBudNLColn) |
| Open Door Reporter | Zeros - The default display of zeros has been reverted to be shown as blanks rather than 0 on reports and templates |
| Custom Properties | Lookup List - Updates to the descriptions of custom property lookup data are now saved |
| Module | Functionality |
| File > Reset Form Skin | Edit Skins - 'Reset Form Skin' is no longer displayed on the menu for users who don't have permission to edit skins |
| Organize > Manage Companies & Sales > Telesales & Sales > Customer Details | Duplicate Contacts - System warns users that a contact already exists with the same in the same company |
| Organize > Events > Emails | Close Event - The 'Close Event' option is automatically set for emails |
| Purchases > Pay Suppliers | Settlement Discount for Pay Suppliers - A warning message is displayed when the settlement discount amount is altered from the system generated provisional amount. The system will only treat it as settlement discount if it equals the provisional amount. |
| Nominal > Ledger Maintenance > Cash Book Accounts > BACS Format | BACS Payment Format - A SEPA compliant BACS format is now available |
| Stock > Adjustments > Stock Take > Process Stock Take | Process Snapshot - The system's processing date is now used when processing stocktakes, rather than the SQL server's current date. |
| Reports > Nominal > Financial Statements > P&L Extended | Budget Revision - The budget revision column is defaulted to the latest revision for the selected year. The revision number is also added to the default description for variance selections |
| Reports > Nominal > Financial Statements > P&L Extended | Auto Set - To Period, Revision and Heading columns are now automatically set if left empty when clicking the View button |
| Reports > Nominal > Fixed Assets > Fixed Asset List | FA Report Clarity - The text of the 'Undisposed' dropdown option has been changed to 'Current' |
| Module | Functionality |
| Sales > Manifests | Manifests - Sales Orders, Invoices, Credits and Purchase Orders are all brought into the manifest screen where their Delivery / Pickup Routes and For Manifest / Push to Manifests options have been set. Delivery Routes, Despatch Units and Sequence Orders can be altered from this screen, while the total weight of each Sales Order and Invoice is also displayed. A manifest report can be generated after saving a snapshot |
| Stock > Works Orders & Sales > Customer Orders | Returns - A new 'WKOStockBatchPromptForAllReturns' system parameter is now available. This option will always display the stock increment screen when returning stock through Works Orders regardless of whether the item is batch tracked or not. This allows users to enter extra information such as a bin locations. Batch number is only mandatory for batch tracked items. |
| Stock > Works Orders & Sales > Customer Orders | Pre-Picks - A new 'WKOSavePicks' system parameter is now available to give the user an option to save the picked components without the Works Order consuming them (leaving the items in Quantity Picked rather than moving them to Quantity Used when selecting save). These items will be ring-fenced against the Works Order, which allows their information to be brought through to allocation slips e.g. bin locations |
| Stock > Works Orders | Clear Picks - A new Clear Stock Picks feature has been added to the options menu. This will clear all picked components from the Quantity Picked column |