WHAT'S NEW IN FINCON

Version 5.193.001-003:

  • Quotation detail can be imported in quotations.
  • The user can be prohibited from changing the date on invoices and credit notes. Refer to the section on other rights in Users and Passwords for more information.
  • The bill quantity is displayed on Production Orders.
  • The option to include branch transfer debit orders and GRVs has been added to Sales and Stock Level Export.
  • The option to print the order detail has been added to Query Sales Order.
  • The rep’s name can be exported as well in the Detail Sales Information Export.
  • Comments can be inserted on consignment stock transfers. Refer to Consignment Stock Transfers for more information.
  • Bills of material can be exported. Refer to Export Data for more information.
  • The information to be included in the Raw Material Order List can be selected.
  • An import function for Bills of Material has been added.
  • An import function for Production Bills per stock items has been added.

Version 5.192.001-003:

  • Users can be prohibited from entering swop item numbers in Receive Stock from Supplier. Refer to the section on other rights in Users and Passwords for more information.
  • The username is now recorded when accounts are created.
  • The decimal places on the quantity have been increased to 8 on bills of material. Refer to Bill Maintenance for more information.
  • The Stock Location Transfer document is sorted on item number and serial number.

Version 5.191.001-002:

  • Selling prices can be specified for all price types on bills of material. Refer to Bill Maintenance for more information.
  • Packaging dimensions and information can be specified for stock items. Refer to Stock Maintenance for more Information.
  • The packaging dimensions and quantity have been added to Import Stock Items.
  • The Suggested Re-order List now displays and prints the sales for the last 6 periods.
  • The line tax and tax code can be exported as well in the Detail Sales Information Export.
  • Query Production Order shows the bill quantities as well.

Version 5.190.001-005:

  • The option to select the export data for CRM purposes has been added. Refer to Company Parameters for more information.
  • Rates can be entered inclusive or exclusive of tax. Refer to Contract Maintenance and Item Maintenance for more information.
  • General reference fields have been added to creditor accounts. Refer to Creditor Account Maintenance for more information.
  • A Purchase Report Definition can be selected for the Suggested Re-order List.

Version 5.189.001-005:

  • The last selected printer is saved per document and machine.
  • A column displaying the quotation type has been added to List Quotations.
  • A start date can be specified for Stock and Account Messages.
  • A contract start date can be specified on the Contract Escalation options.
  • A URL can be specified for stock items and opened in Quotations, Sales Orders and Invoices. Refer to Stock Maintenance for more Information.
  • The stock types can be selected on the Serial Number Age enquiry.
  • Stock, serial number and category messages are now displayed in Scan Invoice.
  • The URL and unit weight have been added to Import Stock Items.
  • Customer detail can be retrieved from a previous CRO by double-clicking an entry on the item’s CRO history. Refer to Enter CRO for more information.
  • The period can be specified in Process Meter Readings to display previous readings.

Version 5.188.001:

  • The originating machine’s name can now be printed on documents.
  • Disbursements are now included in the option not to use the cash on hand account.

Version 5.187.001-002:

  • The account creation date is displayed in the credit detail per account list.
  • The tax percentage is now printed on quotations, sales orders, invoices and credit notes.
  • The option of the stock take procedure being current or a snapshot has been added. Refer to Company Parameters for more information.
  • The option to include the outstanding item list by default on invoices has been added. Refer to Company Parameters for more information.
  • The function to Adjust Normal Stock was added.
  • Account notes can be added in Overdue Payments.
  • Scan Stock Items accepts negative quantities.
  • View Transaction Log has been added.
  • The rep code can be selected in the Invoices and Payments per Period function.
  • Enter Combined Import Shipment has been added.
  • The fault, diagnosis, notes and work done is displayed on the CRO Service Report.

Version 5.186.001-002:

  • The account balance can be printed on receipts.
  • Interest can be charged on overdue accounts. Refer to Debtor Account Maintenance, Default Accounts and Process Interest for more information.
  • The option to exclude inactive accounts has been added to the Debtor E-Mail Address List.
  • The GRV number and date have been added to Serial Numbers in Consignment Stock.
  • Customer Items displays the customer’s order number as well.

Version 5.185.001-005:

  • The option to email invoices in bulk has been added to Document Info.
  • The sales and cost of sales account can be specified in the quick stock create function.
  • The claim file in Credit Rebate Report now includes column selections for free items.
  • An option to select whether remittance advices must be printed for creditors has been added. Refer to Creditor Account Maintenance for more information.
  • The option to export sales and purchase orders location has been added to Sales and Stock Level Export.
  • The year can be selected in List Buyouts.

Version 5.184.001-006:

  • The index for Standard Invoices has been changed.
  • The debtor memo, notes, parent account, reference and account manager can be exported as well in the Detail Sales Information Export.
  • The option to exclude accounts with credit balances has been added to Debtor Statements.
  • A function to list Daily Transactions has been added.
  • An option to export data for CRM purposes has been added. Refer to Company Parameters for more information.
  • Stock Barcodes can also be exported. Refer to Export Data for more information.

Version 5.183.001-003:

  • Additional debtor reference and item detail fields were added to invoice, credit note, quotation, sales order and statement layouts.
  • Suppliers can be selected in Sales Report Definitions.
  • An option for totals per supplier has been added to the Sales Summary and Sales Analysis reports.
  • A supplier can be specified in the Stock Count List if the stock quantities are required for a specific supplier.
  • The first sub serial number is also displayed on the Customer Item List.

Version 5.182.001- 005:

  • A “POS Payout Account” has been added to be used for point of sale payouts. Refer to Default Accounts for more information. The payout account can also be specified per till. Refer to Activate Tills for more information.
  • A function for cash payouts has been added under point of sale.
  • The Enter Credit Note and Scan Credit Note functions have been added under point of sale.
  • The location and start and end dates can be selected in the Invoices and Payments per Period function.
  • Credit card refunds can now be done via Disbursements as well and the account type can be limited to debtor accounts only. Refer to the section on other rights in Users and Passwords for more information.
  • The Till Transaction Report can be limited to the user’s till transactions. Refer to the section on other rights in Users and Passwords for more information.
  • The stock item barcode can be used in the place of the stock item number.

Version 5.181.001- 004:

  • Additional counters were added to support contracts.
  • An option to expand bills has been added to the Production Order Stock Allocation list.
  • The option to select on billing has been added to the contract detail export function.
  • An Email address to be used for Meter Reading Vouchers has been added to support contract items.
  • A function to display credit card info has been added.
  • Authentication for SMTP servers has been added.
  • Ledger accounts can be set as inactive. Refer to Ledger Account Maintenance for more information.
  • Three additional creditor accounts can be specified when compiling the Creditor Rebate Report or when doing the Rebate Control Reconciliation.
  • The default font can be set per user. Refer to Customise for more information.
  • The option to allow users to open a till from multiple workstations has been added. Refer to Company Parameters for more information.
  • The option to export sales per location has been added to Sales and Stock Level Export.
  • The option to enter the drawer’s name has been added in the Process Payment function.

Version 5.180.001:

  • The user right to change stock item selling prices in Stock Maintenance has been added. Refer to the section on other rights in Users and Passwords for more information.
  • The line weight and total weight fields have been added to quotations. Refer to the Form Designer for more information on how to change document layouts.
  • The raw material batch number can be entered in WIP Stock Transfers.
  • The order date and required date have been added to List Production Orders.
  • The Production Order Stock Allocation list has been added.

Version 5.179.001-003:

  • The supplier account and retail prices have been added to Import Stock Items.
  • A function for Supplier Sales Statements has been added.
  • The Debtor & Creditor month end periods have been split again.
  • The allocation of serial numbers when entering a sales order can be disabled. Refer to Company Parameters for more information.
  • Serial Numbers at Suppliers lists the supplier reference as well.
  • Import and foreign currency creditor accounts can be entered on Receive Credit from Supplier.
  • A list of errors (if any) is displayed when stock take serial numbers are imported in Scan Stock Items.
  • The ability to sort the displayed entries has been added to the Allocate Blank References functions for debtors and creditors.

Version 5.178.001-004:

  • The change date, time and user is being recorded in Debtor Price List Maintenance.
  • A function to view Customer Repair Orders has been added.
  • A function to use including selling prices has been included in Stock Maintenance.

Version 5.177.001-002:

  • Debtors Ledger Print and Creditors Ledger Print have been added.
  • The item barcode can be printed on price labels. Refer to Layout Design for more information on how to add fields on document layouts.
  • The contract number and line total retail and cost can be exported as well in the Detail Sales Information Export.
  • Customer Repair Order Detail can also be exported. Refer to Export Data for more information.
  • Text documents can be printed to files.

Version 5.176.001:

  • Cost centers and an email address have been added to contract items. Refer to Contract Maintenance and Item Maintenance for more information.
  • The option to print sub serial numbers in addition to the normal serial numbers on invoices has been added. Refer to Company Parameters for more information.

Version 5.175.001-004:

  • Projects and departments have been added to the bank reconciliation stop orders, cheques, transfers, payments and disbursements.
  • Account log entries are no longer removed by the period end procedure – Purge Account Log Entries has been added for this purpose.
  • Unit prices on Quotations, Sales Orders, Invoices and Credit Notes can be printed with 2, 3 or 4 decimals. Refer to Company Parameters for more information.
  • Prefixes are added to stock take and scan stock take file names to avoid index file conflicts.
  • Projects and departments can be specified in the import file for Expenses Incurred.

Version 5.174.001:

  • Account names and stock item descriptions for transaction files were added to the export options. Refer to Export Data for more information.
  • Projects and departments can be specified in Purchase Orders.
  • Project Enquiry, Department Enquiry and Locate Account Number have been added.
  • The budget, import budget and print budget functions have been changed to accommodate project and departments.
  • The printing of CRO notes has been added to the view CRO function.

Version 5.173.001-004:

  • The company registration number has been extended to 20 characters and an option to specify an account manager has been added for debtor accounts. Refer to Debtor Account Maintenance for more information.
  • The option to import data has been added to Expenses Incurred and Process Meter Readings.
  • The option to print the item descriptions on a second line has been added to the Suggested Re-order List.
  • The option to use the date required and to list the delivery method have been added to the Sales Orders per Period list.
  • PDF file creation has been opened up to accessibility options.

Version 5.172.001:

  • Projects and departments have been added. Refer to Department Maintenance and Project Maintenance for more information.
  • Projects and departments can be specified in Expenses Incurred, Standard Journals and Journals.
  • Project Invoices and Project Credit Notes have been added as well as the Income Statement per Project and the Income Statement per Department.

Version 5.171.001-002:

  • An option to post a single creditor transaction per SRV has been added to Expenses Incurred.
  • An option to import serial numbers has been added to Scan Stock Items.

Version 5.170.001:

  • The option to exclude inactive stock items has been added to Sales and Stock Level Export.
  • Sales order detail can be imported in Enter Sales Order.
  • The option to process debit orders has been changed to include only monthly invoices. Refer to Debtor Account Maintenance for more information.

Version 5.169.001:

  • Functions for predefined deals have been added. Refer to the Deals section in Cellular Utilities under System for more information.
  • The ability to add missing meter readings has been added to Item Maintenance.

Version 5.168.001-003:

  • The till transactions now log the time and invoice number as well.
  • List Branch Orders lists the stock item number as well.
  • Totals per year have been added to the budgets function.
  • A function to import budgets has been added.

Version 5.167.001-002:

  • The option to specify terms from a day in the invoice month has been added. Refer to Terms Maintenance for more information.
  • The location can be selected in Sales Orders per Period.
  • Additional sort options have been added to Create Stock Take List.
  • The option to Import Stock Unit Costs has been added.

Version 5.166.001-003:

  • An option to automatically cancel the remainder of sales and purchase orders has been added. Refer to Debtor Account Maintenance and Creditor Account Maintenance for more information.
  • More than one barcode value can be assigned to a single stock item. Refer to Stock Maintenance for more information.

Version 5.165.001-003:

  • The line and total weight can now be printer on branch orders.
  • The import levy reference can now be printed on purchase orders and import GRV’s.

Version 5.164.001-004:

  • The intended sales order number can be entered on import purchases as well.
  • A function to export the user rights to a comma delimited file has been added.
  • The user’s settings with regards to stock locations are taken into account during a serial number take-on.
  • The Price Label Printing function has been changed to include options for stock quantities.
  • The user right to re-use quotations on sales orders has been extended to include the amending of quotations after a sales order was created.

Version 5.163.001-003:

  • The status of quotations can now be changed. Refer to List Quotations for more information.
  • A function to list bills of material has been added.
  • The item cost window now displays the supplier’s item number and reference as well.
  • The option not to import the stock notes as comments in Purchase Orders has been added. Refer to Company Parameters for more information.
  • The account’s area can be exported together with the contract detail.
  • The user right to re-use quotations on sales orders has been added. Refer to the section on other rights in Users and Passwords for more information.

Version 5.162.001-009:

Note: If you are currently versions 5.162.003 or 5.162.004  Please upgrade to 5.162.005 before doing any month ends.

  • Partially processed sales orders can now be amended. The right to amend partially processed sales orders must be set per user. Refer to the section on other rights in Users and Passwords.
  • The function to select the period has been added to bank deposits.
  • An option to select the recon period in Bank Reconciliation has been added.
  • The Serial Number Count List has been added.
  • An option not to use Fincon’s cash book has been added. Refer to Company Parameters for more information.
  • A function to list sub-assembly serial numbers has been added.
  • Users can be prohibited from entering voucher payments. Refer to the section on other rights in Users and Passwords.
  • DOSPrint can now be disabled – refer to Text Printer Definition for more information.
  • The account number can be selected in the Invoices and Payments per Period function.
  • The supplier has been added to the Customer Item List.
  • The barcode can be entered instead of the item number on quotations.
  • Sales and Stock Level Export now has the option to list the on hand quantities per location.
  • A function to export Purchase and Stock Level information has been added.
  • The function to display the age of serial numbers in normal stock now displays the location as well.

Version 5.161.001-003:

  • Fields for the fax number and email address have been added to CROs. Refer to Enter CRO for more information.
  • The price list and security settings have been added to Import Stock Items.
  • The function to sort the information displayed has been added to bank deposits.
  • A function to display the age of serial numbers in normal stock has been added.
  • A bulk function to Mark CRO’s as Fetched has been added.
  • A sales order number can be specified in the On Order List to filter the stock items to be listed.
  • The serial numbers can also be displayed in the Allocated Stock Items enquiry.
  • Outstanding sales orders can be included in the calculation of available credit when a sales order is entered. Refer to Company Parameters for more information.

Version 5.160.001-005:

  • A function to print Sales Order Labels has been added.
  • Cash deposits can be made from the cash on hand account as defined per till. Refer to Company Parameters for more information.
  • The till reference and user per receipt is displayed on bank deposits.
  • A log has been added to the support contracts.
  • The option to print the item description on a second detail line (text layouts) has been added. Refer to the Form Designer for more information.
  • Selected documents can be printed. Refer to Document Info for more information.
  • List CRO’s now displays the diagnosis and notes too.
  • The option to print invoices and credit notes to slip printers has been added for graphic layouts. Refer to the Form Designer for more information.
  • The option to write off serial numbers not scanned during a stock take has been added. Refer to Serial Numbers Not Scanned for more information.
  • Process Invoices can now create invoices in foreign currencies as well.
  • The unit cost has been included in the purchase order detail import in Enter Purchase Order.
  • Bank transfers can be selected as a payment type in Payments Received under the POS subsystem.
  • A Windows slip printer layout has been added.

Version 5.159.001-002:

  • A function to print Meter Reading Vouchers has been added.
  • An option to select whether statements must be printed for debtors has been added. Refer to Debtor Account Maintenance for more information.
  • Export Serial Numbers has been changed to export consignment transfers as well.
  • A search function has been added to the Rebate Control Reconciliation function.

Version 5.158.001-008:

  • A List of Expenses per Account has been added.
  • Production bills for stock items were added to the export options. Refer to Export Data for more information.
  • Sales and Stock Level Export exports the current suggested selling prices as well.
  • A column for the customer reference has been added to the Creditor Rebate Report.
  • A function to import the stock count from a file has been added to Enter Stock Count.

Version 5.157.001-003:

  • The length of email addresses has been extended to 100 characters.
  • The error codes to test for can be selected in verify claims.
  • The import debtor accounts function now imports the statement e-mail address as well.
  • The Purchase Analysis report now displays the supplier invoice as well.
  • The account number can be specified in the Consignment Stock Age Analysis.

Version 5.156.001:

  • The length of journal amounts has been extended.

Version 5.155.001-005:

  • A function to verify claims has been added.
  • All the functions applicable to the cell phone industry have been moved to “Cellular Utilities” under System.
  • The stock category can be specified in the Locate Serial Number function.
  • The balance sheet output has been updated to the new format.
  • Purchase order detail can be imported in Enter Purchase Order.

Version 5.154.001-006:

  • Supplier accounts and claim amounts can be specified for type 3 stock items. Refer to Stock Maintenance for more information.
  • Serial numbers for type 4 stock items can be entered at a later stage with the Sequence Numbers and Contract References function.
  • TBE can be entered on invoices when the serial number for type 4 stock items is unknown.
  • The stock notes and supplier reference can now be imported with import stock items.
  • The “Mark Order Complete” step for sales orders can be bypassed. Refer to Company Parameters for more information.
  • The use of sales orders can be forced. Refer to Company Parameters for more information.
  •  Sales and Stock Level Export exports the last purchase cost as well.
  • The option to use the last purchase cost has been added to Recalculate BOM Cost. The stock category is also displayed.
  • A function to import invoices has been added.
  • A function to import sales order serial numbers has been added.

Version 5.153.001-002:

  • The approval of sales orders can be bypassed on selected debtor accounts.
  • Debtor and creditor account reconciliation and allocation functions can now be used concurrently on different accounts.
  • A function to clear recon account locks has been added.
  • The option to display the covered limit has been added to debtor credit detail per account.

Version 5.152.001-009:

Version 5.151.001:

  • Credit claims can be entered for debtors and creditors.
  • A function to update the last purchase cost of production items has been added.

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