WHAT’S NEW IN FINCON 5.242.001

Version 5.242.001:

• The option to amend certain information on invoices and credit notes has been added. Refer to Edit Document and View Document Edit Log for more information.
• The option to select a period range has bee added to the Sales Report and the Purchase Report.

Version 5.241.001-007:

• The option to create parent contracts in order to help with the combination of contract items on invoices have been added. Refer to Parent Contract Maintenance and Process Invoices for more information.
• Fields for alternate stock item numbers per account have been added. Refer to Stock Maintenance for more information.
• Account stock items can be imported with the Import Stock Barcodes and References function.
• The ability to specify the start date from which a pricelist is valid has been added to Debtor Price List Maintenance.
• The option to exclude a debtor account from serial number tracking on consignment stock invoices has been added. Refer to Debtor Account Maintenance for more information.
• The option to include only items with active serial number tracking has been added to Create Stock Take List.
• QR Codes for consignment stock transfers have been added. Refer to Refer to QR Code Definition and Form Designer for more information.
• The menu for Import Utilities has been moved and restructured. Please refer to Users and Passwords to adjust the access rights for users if necessary.
• A function to import document URL’s has been added. Refer to Import Document URL’s for more information. A button to view the stored document (if available) has been added to the document view function.
• A Quote Rejected button has been added to the CRO item status. Refer to Complete CRO for more information.
• The option to combine accounts has been added to Overdue Payments.
• The current period’s sales and a function to generate purchase order import files have been added to the Suggested Re-order List.
• The options to export minimum and maximum stock levels per location have been added to Sales and Stock Level Export.
• Amounts unallocated with Unallocate/Move Payments, Cheques and Bank Transfers are now added back to the account unfragmented as one amount.
• Alternate stock item numbers now allow for parent accounts in the case of debtors. Refer to Stock Maintenance for more information.
• The option to use FinconServer to save CRM files has been added. Refer to Company Parameters for more information.
• The stock item class has been added to the Detail Sales Information Export function.
• The option to bypass item validation on the printing of invoices has bee added. Refer to Company Parameters for more information.
• The last invoice period and invoice number have been added to Contract Info.
• Stock brands and classes have been added to Delete Codes/Accounts/Item Numbers.

Version 5.240.001-002:

• The number of stock locations has been increased to default plus 40. Refer to Company Parameters for more information.
• Fields for alternate descriptions and minimum and maximum stock levels per location have been added. Refer to Stock Maintenance for more information.
• The Suggested Re-order List can be requested per selected location.
• Options to combine contract items on invoices have been added to Process Invoices.
• Last supplier and invoice information have been added to the Obsolete Stock Report.

Version 5.239.001:

• The option to print a duplicate document on the same page has been added. Refer to the Form Designer for more information on how to enter or change document layouts.

Version 5.238.001-004:

• The default designated bank accounts can be specified per till. Refer to Activate Tills for more information.
• The default setting for “Web List” when creating stock items, has been changed to “Y”.
• List Sales Orders now has the option to print a selection of sales orders.
• A function to import journal entries has been added to Enter Journal.
• The right to change the designated bank account on credit card payments has been added. Refer to Company Parameters for more information.

Version 5.237.001-005:

• The option to specify the bank account for credit cards added. Refer to Default Accounts for more information.
• A target gross profit percentage can be specified on debtors. Refer to Debtor Account Maintenance for more information.
• The Debit Order Group has been added to Export Data, Update Records and Import Debtor Accounts.
• Settlement discounts allocated on payments are now displayed in View Payment Allocations, View Cheque Allocations and View Bank Transfer Allocations.
• In order to provide for tax changes, a button to adjust tax has been added to Standard Invoices.
• The Target GP Percentage has been changed to Target GP Value and added to Export Data, Update Records and Import Debtor Accounts.
• The order location is displayed on List Purchase Orders.
• Ledger balances can now be imported into Enter Take On Balance.

Version 5.236.001-002:

• Stock brands are now definable codes and a stock class has been added. Refer to Stock Brand Maintenance, Stock Class Maintenance, Stock Brand List and Stock Class List for more information.
• Fields for minimum sales and production order quantity have been added. Refer to Stock Maintenance for more information.
• The customer’s company registration number can be entered on Customer Repair Orders. Refer to Enter CRO for more information.
• An expiry date for sales orders has been added. Refer to Enter Sales Order for more information.
• The Import Stock Items and Update Records functions have been updated to include the new fields.
• Debtor and creditor balances can now be imported into Enter Take On Balances.
• A settlement discount percentage has been added for debtor and creditor account. Refer to Debtor Account Maintenance and Creditor Account Maintenance for more information.
• The last invoice date, supplier and customer info has been added to the Stock Item List.

Version 5.235.001-003:

• The account category has been added as an option to the Sales Analysis report.

• The option to specify the default value for serial number tracking when a stock item is created has been added. Refer to Company Parameters for more information.
• The location for external sales orders can be specified if applicable. Refer to Debtor Account Maintenance for more information.

• Equivalents can be imported with the Import Stock Barcodes and Equivalents function.
• The credit limit is displayed on debtor and creditor account enquiries.
• The delivery instructions fields have been added to the Detail Sales Information Export function.
• User permission to change the account number on quotations and sales orders was added. Refer to Users and Passwords for more information.
• RMA information is now displayed in the Serial Number Query function.
• A View RMA button has been added to Cancel RMA’s.

Version 5.234.001-002:

• Details of contract item rates are now included in Income per Contract.
• A fourth cost center field has been added for contract items. Refer to Contract Maintenance and Item Maintenance for more information.
• A date range can be selected to list Repetitive CRO Items.
• When the “Outstanding Only” option is selected, the option to attach invoices and credit notes will be limited to only attach the invoices and credit notes on the statement. Refer to Debtor Statements for more information.
• The option to send a message to all users was added to the Messages function.
• Debit notes generated with the Receive Credit from Supplier function is now included in the Purchase Report and Purchase Analysis.
• A function to list receipts has been added. Refer to Receipt Information for more information.
• A function to export a summary per stock item has been added. Refer to Stock Transaction Summary for more information.
• A limited print function has been added to View Contract Item Log.

Version 5.233.001-004:

• The Entered By User field has been added to Query Sales Order. Refer to the respected layouts for more information.
• The Suggested Re-order List has been changed to display technician, faulty and supplier stock as well.
• Reports can be printed in XLS format.
• “Mail time tags” and default tag values have been added to emails.

Version 5.232.001:

• Tax and including prices have been added to Consignment Stock Transfers.
• The original GRV and tax amounts (where available) are now displayed when processing cheques and transfers.

Version 5.231.001-002:

• A rebate percentage has been added for debtor accounts. Refer to Debtor Account Maintenance for more information.
• The option to add a list of equivalent items has been added to stock items. Refer to Stock Maintenance for more information.
• An option to allow or disallow items to be booked in on multiple Customer Repair Orders has been added. Refer to Company Parameters for more information.
• Supplier information and comments can now be printed on Price Labels and the Entered By User field has been added to Sales Orders. Refer to the respected layouts for more information.
• The shipping date is now displayed on List Purchase Orders, the On Order List and where on order information is displayed with the Ctrl-O option.
• The format of Stock and Account Messages has been changed to display a list of the defined messages.

Version 5.230.001-003:

• The debtor account number has been added to Sales Order Info.
• The designated bank account has been added to the Undeposited Payments Enquiry.
• Document text, SMTP servers and user settings can be defined for email. Refer to Document Text, SMTP Settings and User Settings for more information.
• The security level on accounts has been implemented in the Bank Reconciliation function as well.

Export Data now also exports the stock item category, group and brand for normal stock transactions.

Version 5.229.001-002:

• The option to specify a limit for change as well as supervisor intervention to delete items from and invoice and to cancel a payment in order to return to the invoice in POS functions have been added. The description for the default location can now be changed too. Refer to Company Parameters for more information.
• A function to display the original supplier information and cost information for selected serial numbers has been added. Refer to List Serial Number Values for more information.

Version 5.228.001:

• Debtor accounts can be flagged as “On Hold”. Refer to Debtor Account Maintenance for more information.
• An Import Button has been added to Branch Orders.
• List Sales Orders displays the debtor’s term code too.
• The contact person and telephone number can be entered on delivery notes. Refer to Enter Delivery Note for more information.
• Sub Serial Numbers can also be imported with Import Serial Numbers.
• The option to approve purchase orders has been extended to block Goods Received Vouchers, Expenses and Buy-outs too and is no longer only limited to the printing of mailing of orders. Refer to Creditor Account Maintenance, Company Parameters and Approve Purchase Orders for more information.
• The Proof for Collection and Delivery Reference fields have been added to the Detail Sales Information Export function.
• Options to include thousands separators in numeric fields and for the right alignment of text and fields have been added on layout designs. Refer to the Form Designer for more information on how to enter or change document layouts.
• Fields for the last update date, time and user were added on stock items.
• The option to add comments on Head Office Orders and Head Office Goods Received Vouchers has been added

Version 5.227.001:

• Fields for the last update date, time and user were added on accounts.

Version 5.226.001:

• The option to accept and manage gift cards has been added. Refer to Company Parameters (Security) and Default Accounts (Gift Card Control Account) for more information on the setup and refer to the relevant functions – Issue Gift Card, Register Gift Cards, Gift Card Status and Gift Card Enquiry – for more information on the operation of gift cards.
• The option to enter the designated bank account number on payments in order to assist with bank deposits and reconciliation has been added.

Version 5.225.001-002:

• Additional options to search ledger accounts on the alternate description and alternate account number were added.
• A function to Export Production Cost to a delimited file for all production items has been added.

Version 5.224.001-002:

• The option to approve purchase orders before they can be printed or mailed has been added. Refer to Creditor Account Maintenance, Company Parameters and Approve Purchase Orders for more information.

Version 5.222.001-003:

• The option to select the accounts to be included on the web export. Refer to Debtor Account Maintenance for more information.
• The customer reference has been added to Outstanding Sales Orders.
• A function has been added to reset the Delivery Note Status to ‘Entered’
• The option to combine accounts has been added to the credit detail per account list.
• The normal print options for attached invoices and credit notes have been added to debtor statements.
• A Sales Comparison function has been added.
• The unit and line weight fields have been added to the Detail Sales Information Export.

Version 5.221.001-005:

• The supplier’s tax number can now be added on GRV, Debit Note and Purchase Order layouts.
• The item group and brand been added to the Customer Item List.
• The option to save selected invoices in the CRM text format has been added to  Document Info.
• The debtor term code has been added to the Detail Sales Information Export.
• The debtor account category has been added to the Customer Sales Report.
• The unit price has been added to quotation imports.
• User permission to import quotations and sales orders from delimited files was added. Refer to Users and Passwords for more information.

Version 5.220.001-003:

• The option to log the creation of quotations, sales orders, invoices and customer repair orders per account has been added. Refer to Debtor Account Maintenance for more information.
• The compression quality for images on pdf files can be selected. Refer to Company Parameters for more information.
• A search string has been added to Document Info to filter the list of displayed documents if needed.
• A function to Delete Stock Take Files has been added.
• The last purchase cost and last import cost have been added to the Detail Sales Information Export.

Version 5.219.001-004:

• The local currency amounts have been added to Service Received Vouchers and Buy-outs. Refer to the Form Designer for more information on how to enter or change document layouts.
• Additional sort options have been included in Create Stock Take List.
• Changed the PDF pixel settings to 72ppi.
• The compression quality for images on pdf files has been set to 60% in order to reduce the size of pdf attachments.

Version 5.218.001:

• The debtor account reference has been added to Consignment Stock Transfers. Refer to the Form Designer for more information on how to enter or change document layouts.

Version 5.217.001-008:

• The option to select the items to be included on the web list for the UpdateWeb application was added. Refer to Stock Maintenance and Stock Category Maintenance for more information.
• The option to exclude stock adjustments has been added to Faulty Stock per Item.
• The option to combine accounts has been added to the Sales Summary.
• The required date can be specified on the Normal Stock Age Analysis.
• The option to ignore allocation balances has been added to the Import Bank Deposits function.
• The option to exclude items with zero stock on hand has been added to Profit Margins per Stock Item.
• The option to include all pending CRO�s has been added to the CRO Service Report.

Version 5.216.001-003:

• Document number length change for workshop assemblies.
• The stock brand has been to selections on the Sales Report and the Sales Summary.

Version 5.215.001-003:

• Fields for assistants and subsequent site visits have been added to Customer Repair Orders.
• The option to print the customer email address has been added to Quotations, Sales Orders, Invoices and Credit Notes.
• The option to automatically update Branch Transfer Debit Note serial numbers on Branch Transfer GRVs has been added.
• The selection to display either the profit value or margin was added to Stock Maintenance.
• The information contained in QR codes on Invoices and Credit Notes can be defined. Refer to QR Code Definition for more information.

Version 5.214.001-007:

• Stock items can have parent items. These parent items are used in some reports to combine values and quantities. Refer to Stock Maintenance for more information.
• The option to select to combine accounts have been added to the Customer Item List.
• The delivery postal code for debtors was added.
• The account memo, notes, reference and financial reference can be printed on the detail lines of debtor statements.
• The delivery name and delivery address line 4 have been added to the Detail Sales Information Export.
• The option to extract stock age per group has been added to Normal Stock Age Analysis.
• The stock group has been added to the Stock Count List and in selections on the Sales Report and the Sales Summary.
• The date to be used as filter can be selected on the CRO Response Report.
• The stock group can now be printed on the stock item labels. Refer to System, Printing & Utilities, Stock Item Labels, Label Definition and Label Printing for more information.
• The option to display either the bin location or the brand has been added to the Stock Count List.

Version 5.213.001-008:

• A shipping date has been added to purchase orders.
• A range scan function has been added to scan stock take.
• The location can be selected in Purchase Order Info and Sales Order Info.
• The GRV number, date and purchase order number are also displayed on the Customer Item List.
• An order list can be displayed for the selected item on Quotations, Sales Orders and Invoices by pressing Alt-O or Ctrl-O.
• The Stock Turnover report has been added.
• The option to scan picked quantities has been added. Refer to Company Parameters and to Enter Picked Quantities for more information.
• The option to include a blind copy to the sender has been added to email functions.
• The option to specify allocation invoice numbers in Import Bank Deposits has been added.
• The option to select order types has been added to the Sales Order Info function.
• A Sales and Turnover report has been added.
• A function to Process Refunds has been added to the POS module.
• Details of contract items are now included in Income per Contract.
• The option to specify the stock group has been added to the Sales Analysis report.

Version 5.212.001-002:

• The field length for document numbers has been extended to 8.
• Stock groups can also be deleted with Delete Account/Item Numbers.
• The options to exclude non re-order items have been added to Sales and Stock Level Export.
• A debit order group has been added for debtor accounts. Refer to Debtor Account Maintenance for more information.
• The account balance can be printed on sales orders and invoices.

Version 5.211.001-014:

• The print length for numerical fields has been extended to 18.
• Buyouts can be marked as “Do not Invoice”. Refer to List Buyouts for more information.
• The last purchase date has been added to the Stock Item List.
• List CRO’s now displays the last CRO note too.
• The option to sort POS invoices has been added. Refer to Company Parameters for more information.
• The options to disallow the search function and zero selling prices have been added to Scan Invoice. Refer to Company Parameters for more information.
• The right to use the Cash Sales Account is now only applicable to the normal (non- Point of Sale) invoice and credit note functions.
• A number of additional barcode types have been added to all barcode printing functions.
• The stock item’s brand is also displayed in the Normal Stock Age Analysis.
• Comments can be imported with the detail in Enter Sales Order.
• A function to sort the detail lines on item number has been added in Enter Purchase Order.
• A function to enter a journal in the last archive has been added.
• Export Data now exports the date and time when the job was entered, started and completed for CRO detail.
• A function to Scan Credit Received from Supplier for faulty stock has been added.
• A option to use the classic grid style has been added. Refer to Customise for more information.
• The option to exclude stock location transfers has been added to Normal Stock Age Analysis.
• The account number can be specified in Serial Numbers in Consignment Stock.
• A function to import ledger accounts has been added.
• An additional attachment can be selected on bulk mail functions.
• A Zero Stock Serial Number List has been added. This function can also be used to write the listed serial number off.
• The sub-assembly bill has been added to the import function for Production Bills.
• Changes to the active, stock type and serial number tracking fields in Stock Maintenance are now logged.

Version 5.210.001-005:

• The last purchase date has been added to the Stock Item List.
• The stock group has been added to the Purchase Report Definition.
• The stock group can be specified in the Stock Ledger.
• The customer’s tax registration number can be entered on Customer Repair Orders. Refer to Enter CRO for more information.
• The debtors and creditors list of entries per period shows the stock location where applicable.
• Serial numbers for debit notes generated with the Receive Credit from Supplier function can be scanned by using the normal scanning function for debit notes.
• The option to do bulk printing of sales orders has been added to the Sales Order Info function.

Version 5.209.001:

• The stock item variable price structure has been expanded to 50 price structures.
• An alternate account number and description to be printed on the Trial Balance can be defined on ledger accounts.
• The brand field on stock items is now 15 characters.
• The source location can be selected when sending stock to suppliers.
• The destination location can be selected when receiving stock from suppliers.
• The Stock Ledger’s totals only option has been extended to include Stock Quantity and Value.

Version 5.208.001-007:

• Serial numbers are now 40 characters.
• The total and line weight can be printed on purchase orders, goods received vouchers and debit notes.
• The option to print Group Descriptions and Detailed Specifications has been added on quotations, sales orders and invoices. This will include the stock item numbers and full quantities on the specification lines.
• Automatic column with adjustment on grids can be disabled. Refer to Customise for more information.
• The payee name has been added to Import Receipts.

Version 5.207.001-008:

• The item type and transaction period can be exported as well in the Detail Sales Information Export.
• Till sharing has been added. Refer to Company Parameters and Users and Passwords for more information.
• The option to use the transaction age on outstanding transactions has been added to the Debtor Age Analysis.
• The Supplier Detail report lists the item description and cost as well.
• Currency revaluation has been disabled in all functions except in the period end procedure.
• Enter Stock Count procedure has been changed to update the file continually as values are entered.

Version 5.206.001-002:

• The total charges and total tax can be printed on import GRV and Debit Note documents.
• The option to filter on a term code has been added to Debtor Statements.
• Import Stock Discount Percentages now imports the active flag too.

Version 5.205.001-007:

• The number of lines for delivery instructions and the delivery address has been increased to 6 and 4 respectively.
• Fields for the registered company name and notes have been added for debtor accounts. Refer to Debtor Account Maintenance for more information.
• An option to allow over picking of sales orders has been added. Refer to Company Parameters for more information.
• Standard Invoices can be renamed.
• A function to Import Bank Deposits has been added.
• A user right on the cancellation of sales orders with allocated serial numbers has been added. Refer to the section on other rights in Users and Passwords for more information.
• A function to Import Stock Discount Percentages has been added.

Version 5.204.001:

• The ability to specify the percentage discount per stock category has been added to Debtor Price List Maintenance.

Version 5.203.001-004:

• A QR Code containing the dealer code, document number, total including tax, date and time, separated by pipe characters, can be printed on invoices and credit notes. Refer to the Form Designer for more information on how to enter or change document layouts.
• The options to include only active locations as well as minimum and maximum stock levels have been added to Sales and Stock Level Export.
• A print function has been added to Enter Picked Quantities.
• The option to list picked orders has been added to the Sales Order Info function.
• The sales order number is also displayed in List Production Orders.
• The option to email a copy of the statements period’s invoices and/or credit notes with the statement has been added to Debtor Statements.

Version 5.202.001-006:

• A function to print Branch Order Labels has been added.
• A function to print Consignment Stock Transfer Labels has been added.
• A function to create a Debtor Allocation Journal was added.
• The option to use TLS encryption for SMTP connections has been added.
• A Purchase Report Definition can be selected for the Normal Stock Age Analysis.
• Serial number scanning can be disabled on Stock Location Transfers. Refer to Refer to Company Parameters for more information.
• The required period can be selected in List Consignment Stock.
• Orders can be viewed in List Sales Orders.

Version 5.201.001:

• Fields for a group and a brand was added to stock items.
• A remark can be entered on Production Orders.
• A function to Import Receipts has been added.

Version 5.200.001:

• Export Data exports the detailed descriptions of stock items as well.
• Stock Detailed Descriptions can be imported.
• The option to include forecast orders has been added to Sales and Stock Level Export.
• The number of lines per stop order was increased.
• The Price Label Printing function has been changed to include the option to print price labels for a sales order.

Version 5.199.001-004:

• The option to use the last purchase cost has been added to the Production Cost Estimation.
• The suggested retail prices were added to the stock transactions and export functions.
• The suggested retail prices were added to the stock transactions and export functions.
• The option to embed fonts and use Unicode text encoding in pdf files can be selected by adding the line PdfUnicode=Y to Fincon.ini.
• Standard Invoices can be created and processed for foreign currency accounts.

Version 5.198.001-002:

• Fields have been added to facilitate the checking of invoices with the ItemInfo utility. Refer to Company Parameters for more information.
• Approve Sales Orders also displays the total including tax.
• The option to use the last purchase cost has been added to the Production Cost Estimation.
• The suggested retail prices were added to the stock transactions and export functions.

Version 5.197.001-002:

• The index for Standard Invoices has been changed.
• A field for a detailed item description has been added. Refer to Stock Maintenance for more information.
• The stock location has been added to quotations.
• The option to include all, raw material or production items has been added to the Suggested Re-order List.
• The location can be selected in the Raw Material Order List.
• Invoices with a credit balance are no longer classified as overdue.

Version 5.196.001:

• Stock item numbers can now consist of up to 25 characters
• EMail.ini will now be saved in the path specified in the MailPath setting in Fincon.ini.
• The sales rep’s full name and telephone number can be printed on quotations, sales orders, invoices and credit notes.
• Sales rep changes are also recorded in the account log. Refer to Debtor Account Maintenance for more information.
• The Sales Report now includes the option to display the gross profit.

Version 5.195.001-003:

• The sales orders to be included in the Stock Status Report can be selected.
• An internal rep code has been added to debtor accounts. Refer to Debtor Account Maintenance for more information.
• A size factor for stock items to be used for comments has been added. Refer to Stock Maintenance for more information.
• Export Data, Import Stock Items and Import Debtor Accounts have been updated to include the added fields.
• Stock Barcodes can be imported.

Version 5.194.001:

• The option to enter picked quantities for non-serialized stock items has been added. Refer to Company Parameters and Enter Picked Quantities for more information.
• A “Locate Item” button has been added to Enter Stock Count.
• A function to export Purchase and Consumption Detail was added.
• A function to export Stock Item History was added.