WHAT’S NEW IN FINCON 5.286.004

Version 5.286.001-004:

• The way file names for stock pictures is determined has been changed to ensure that the file name is unique. The subfolder counters can be rebuilt with the Stock Rebuild function if necessary. NOTE: FinconRESTServer and FinconTransExport (if in use) must be upgraded to Version 5.286.002 or higher to ensure stock pictures are retrieved and/or saved correctly.
• The options to include stock item properties, serial numbers, account or originating item numbers and alternate descriptions have been added for invoices and credit notes to be attached to Debtor Statements.
• Options with regards to the encryption and permissions of PDF documents generated by Fincon have been added. Refer to Company Parameters (Security/PDF Documents) for more information. NOTE: FinconRESTServer and FinconDocMail (if in use) must be upgraded to Version 5.286.002 or higher to fully implement this feature.
• The option to include in stock, on order and on backorder quantities per selected location has been added to the Price List
• The default setting for “Log Quotations, Orders and Invoices” for new debtor accounts can be set in Company Parameters (Security/Global Settings/Credit Checking & Accounts).
• The full detail of a promotional price (applicable to quotations, sales orders and invoices) is now displayed in addition to the on-order information when pressing Alt+O or Ctrl+O.
• The ability to add URL links to selected layouts has been added. to Company Parameters (Links) and Form Designer for more information. NOTE: FinconRESTServer and FinconDocMail (if in use) must be upgraded to Version 5.286.002 or higher to fully implement this feature.
• The option to use a default item number has been added to invoices and credit notes imported from an external source. Refer to Invoice Import File Definition, Import Invoices, Credit Note Import File Definition and Import Credit notes (System/Import Utilities/External Documents) for more information.
• The option to swop items booked in from consignment stock on Customer Repair Orders has been added. Refer to Company Parameters (Global Settings/Workshop) for more information.
• Functions to import receipts from an external source were added. Refer to Receipt Import File Definition and Import Receipts (System/Import Utilities/External Documents) for more information.
• The functionality to specify margins for stock items has been added to Debtor Price List Maintenance. NOTE: FinconRESTServer (if in use) must be upgraded to Version 5.286.004 or higher to fully implement this feature.

Version 5.285.001-004:

• Invoices, credit notes, branch transfer debit notes and branch transfer GRVs for selected local currency accounts can be exported to another company on the same server. Refer to the Exports tab on Debtor Account Maintenance and Creditor Account Maintenance as well as View Debtor Transaction Export Log, View Creditor Transaction Export Log and View Import Log under System/Transaction Export Logs for more information. NOTE: You will need the Fincon background utility FinconTransExport to fully implement this feature.
• The generation of CRM output files has been added to invoices, credit notes and sales orders imported from an external source. Refer to Invoice Import File Definition, Import Invoices, Credit Note Import File Definition, Import Credit notes, Sales Order Import File Definition, Import Sales orders (System/Import Utilities/External Documents) and Company Parameters (CRM Output on the Security tab) for more information.
• Remarks and cost centers can be selected to be included as comments on the invoice. Refer to Contract Maintenance and Item Maintenance for more information.
• The cheque field has been added to List Purchase Orders.
• The option to print approved purchase orders has been added to Approve Purchase Orders.
• A field for an email address has been added to Sales Rep Maintenance.
• The supplier rebate for type 5 items can be defined per account. Refer to Stock Maintenance, Export Data (Stock Equivalents, Account Items, Supplier Rebates) and Import Stock Barcodes and References for more information.
• The Supplier Rebate Enquiry function has been added to list rebate transactions per supplier.
• Comments can be added to invoices, sales orders and expenses imported from an external source. Refer to Import Invoices, Import Sales orders and Import Expenses (System/Import Utilities/External Documents) for more information.
• An import function has been added to Adjust Consignment Stock.
• The customer reference has been added as an export option. Refer to the Exports tab on Debtor Account Maintenance for more information.
• A function to import Support Contracts has been added. Refer to Export Data (Contracts) and Import Contracts (System/Import Utilities/ Import Contracts) for more information.
• The option to enter a positioning value for the required item number to be scanned has been added to Scan Serial Numbers for GRVs.
• Data can be exported to .txt, .csv and .xlsx files. Refer to Export Data for more information.
• The account category has been added to creditors. Refer to Creditor Account Maintenance, Export Data and Import Creditor Accounts for more information.
• The ^ (Caret) character can be used as a line break in fault, diagnosis, work done, notes and reject fields. Refer to Enter CRO for more information.
• The stock location on purchase orders can be changed with Update Records.
• Email Adress 1 and Email Address 2 have been added to the Dormant Debtor List.
• The number of lines on Adjust Consignment Stock. has been increased to 1000 lines.
• The import function on Rebate Debit Notes now accepts negative amounts.
• Import Stock Items, Import Debtor Accounts, Import Creditor Accounts and Import Ledger Accounts have been reworked to update selected fields only.
• Entries are added into the transaction log when receipts are deleted or when cash payments are cancelled. It can be viewed with View Transaction Log.
• Deleted, undeposited and receipts reversed by bank reconciliations as well as the information pertaining to the user that last amended the receipt can now be viewed with View Payment Allocations.
• The stock group and stock brand options have been added to Sales List and Sales Analysis.

Version 5.284.001-003:

• A maximum quantity to qualify for a promotional price can be entered. Refer to Stock Maintenance and Company Parameters (Global Settings/Stock) for more information. The field has been added to Export Data (Stock Promotions), Import Stock Promotional Prices and Update Records.
• The delivery method is displayed when importing Sales Orders.
• The option to override the minimum purchase quantity has been added. Refer to Users and Passwords (Other) for more information.
• The assembly flag has been added to Outstanding Sales Orders.
• The Reason for Credit Note field has been added to Invoice Margins per Period and Detail Sales Information Export.
• Transactions generated by Unallocate/Move Payments, Cheques and Bank Transfers now use the original transaction’s date.
• A button to select only items with a reading mail address has been added to Meter Reading Vouchers.

Version 5.283.001-002:

• The option specify reasons for credit notes has been added for normal, RMA, account rebate and import credit notes. Refer to Company Parameters (Global Settings/General and Reasons), Credit Note Import File Definition, and Import Credit notes (System/Import Utilities/External Documents) for more information.
• The maximum number of lines on a Bill of Material was increased to 500. NOTE: FinconRESTServer (if in use) must be upgraded to Version 5.283.001 or higher to be compatible.
• Normal stock can be transferred to supplier stock. Refer to Users and Passwords and Stock Type Transfers for more information.
• The financial year-end month can be selected in Company Parameters (Details) in order to display the corresponding calendar month in period descriptions.
• The option to set the work done for out-of-box-failures has been added to Complete CRO.
• An entry is added into the transaction log when amounts are moved to another account with Unallocate/Move Payments, Cheques and Bank Transfers. It can be viewed with View Transaction Log.
• The layout for Customer Support Calls was added to the documents that can receive signatures. Refer to Form Designer for more information.
• The option to exclude decommissioned items has been added to Contract Escalation.
• The option to restrict the print format on quotations to totals only has been added. Refer to Company Parameters (Global Settings/Orders) and Users and Passwords (Other) for more information.
• The stock location can be selected in the Locate Serial Number
• The order number was added to List Serial Numbers in Normal Stock and List Serial Numbers in Consignment Stock.
• The on order quantity (only applicable if year and period is current) has been added to the Stock Count List.
• The option to print current meter readings has been added to Item Maintenance.
• An option for the delivery method and a column selection for the assembly flag have been added to the Sales Order Import File Definition.
• The option to allocate a portion of the amount has been added to Allocate Blank References for debtors.
• The option to edit service received voucher documents has been added to Edit Document.

Version 5.282.001-002:

• The options to add additional supporting documents to customer repair orders and signed documents for quotations, consignment transfers and invoices have been added. Refer to Supporting Documents – Entries, Supporting Documents – Other, List Supporting Documents – Entries and List Supporting Documents – Other for more information.
• Settings with regards to signatures have been added to debtor accounts. Refer to Debtor Account Maintenance (Mail Documents & Signatures) for more information. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.282.001 or higher to implement this feature.
• View Document Mail Log has been updated to accommodate signature requirements on documents.
• The fields added to debtor accounts were also added to Export Data, Import Debtor Accounts and Update Records.
• Enter CRO (Documents) and View CRO (Documents) have been changed to accommodate the additional supporting documents.
• Signature areas and related fields were added to the applicable form layouts. Refer to Form Designer for more information.
• Attached supporting documents will be removed when cancelling a quotation and when executing the purge functions for quotations and customer repair orders.
• A list of supporting documents per quotation is displayed and can be viewed in List Quotations and Outstanding Quotations.
• The menu for Supporting Documents was restructured. Please refer to Users and Passwords to adjust the access rights for users if necessary.
• All comments inserted in quotations, orders, invoices, etc. can contain upper- and lowercase characters. The same applies to predefined comments.
• The company registration number has been added to Account Detail (Debtors).
• The option to add a new company using Fincon’s installation values has been added to Company Maintenance. Refer to Add Company for more information. NOTE: Exclusive access to the source company is no longer needed if “Retain Data” is not selected.
• The option to include undeposited payments if a previous period is selected, has been added to Debtor Age Analysis, Debtor Statements and Debtor Statement Enquiry. Be aware that undeposited payments are not linked to a specific period and can therefore include payments for future transactions. This will result in incorrect balances and ageing on the debtors and statements.
• An option to retrieve and display the remark from the transfer document has been added to List Stock Location Transfers, List WIP Stock Transfers and Consignment Transactions.
• Document reprint and Debtor Statements (when invoices are attached to the statements) will adhere to the Default to “Print Group Descriptions” setting in Company Parameters/Global Settings/General.

Version 5.281.001:

• Update transaction archives.

Version 5.280.001:

• The option to select an alternating row background color has been added to grids. Refer to Customise for more information.
• The Supplier Detail report lists the purchase order number as well.
• The option to bypass credit checking on Import Invoices and Import Sales Orders (System/Import Utilities/External Documents) has been added. Refer to Company Parameters (Global Settings/Credit Checking) for more information.
• Invoices and credit notes from an external source can be imported. Refer to Invoice Import File Definition, Import Invoices, Credit Note Import File Definition, and Import Credit notes (System/Import Utilities/External Documents) for more information.
• The External Reference Document is displayed in Debtor Account Enquiry, Debtor List of Entries and Debtor Statement Enquiry.
• The External Reference Document can be added on the layouts for Debtor Statements. In addition, an option to replace the customer reference with the external reference document on statements for selected accounts has been added. Refer to Debtor Account Maintenance for more information.
• Sales orders from an external source can be imported. Refer to Sales Order Import File Definition and Import Sales orders (System/Import Utilities/External Documents) for more information.
• An account reference field has been added to ledger accounts. Refer to Ledger Account Maintenance for more information.
• Expenses from an external source can be imported. Refer to Expense Import File Definition and Import Expenses (System/Import Utilities/External Documents) for more information.
• The External Reference Document is displayed in Creditor Account Enquiry, Creditor List of Entries and Creditor Remittance Advice Enquiry.
• The External Reference Document can be added on the layouts for Remittance Advices. In addition, an option to replace the supplier reference with the external reference document on remittance advices for selected accounts has been added. Refer to Creditor Account Maintenance for more information.
• The fields added to accounts were also added to Export Data, Import Debtor Accounts, Import Creditor Accounts, Import Ledger Accounts and Update Records.
• The stock item URL can be added to pdf documents for quotations, sales orders and invoices. Refer to the Form Designer (Properties) for more information. In the case of bulk printing, the insertion of links must be enabled at time of printing. Refer to Background Mail Settings (Invoices), Document Info and Debtor Statements (Attach Invoices) for more information. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.280.001 or higher to implement this feature.
• Unused SMTP definitions can be deleted – refer to SMTP Settings for more information.
• The currency symbol can be in lower and/or upper case. Refer to Exchange Rates for more information.
• The number of properties per stock item has been increased to 20. Refer to Stock Maintenance, Predefined Stock Properties, Import Stock Item Properties and Export Data (Stock Properties) for more information. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.280.001 or higher to implement this feature.
• Line totals have been added to the Purchase Report.

Version 5.279.001:

• The number of lines for production items have been changed to 30 and 60 respectively for Production Orders and Production GRVs. NOTE: The layouts for Production GRVs and Debit Notes have changed. The standard layouts shipping with Fincon will be installed with the upgrade.
• The sales order number has been added to Consignment Stock Transfers.
• The option to combine sales per parent account has been added to the Customer Sales Report and the Customer Sales Analysis.
• The stock item barcode has been added to supplier and import GRVs and Debit Notes.
• The option to set the work done to defrayed has been added to Complete CRO.
• The account number can be specified in the Sales Comparison
• Workshop Parts Orders can be imported into Purchase Orders.
• The stock adjustment account can be changed on Stock Take Update depending on the user’s rights.
• The option to rebuild account allocations for archive years has been added.
• The issue with debtor statements and remittance advices for archive years has been resolved.
• The option to toggle between the term code and the account category has been added to the Customer Sales Report.
• The term code is now displayed on the Sales Report and Sales Summary where relevant.

Version 5.278.001-002:

• The ability to import the settings of another bank statement definition has been added to delivery method has been added to the Bank Statement Definition
• The option to rebuild stock and on order quantities for a single item without the requirement of exclusive access has been added. Refer to Stock Maintenance (Locations tab) for more information.
• The option to select a different printer for accompanying layouts has been added. Refer to Form Designer (Properties) for more information.
• The option to apply supplier rebates on type 5 items to all accounts has been added. Refer to Stock Maintenance (Supplier tab) for more information.
• Different layouts can be selected per location for invoices, credit notes, quotations, proforma invoices and sales orders. Refer to Company Parameters (Layouts) for more information.
• The options to apply supplier rebates on type 5 items and to allow the addition of items on CRO invoices have been added. Refer to Company Parameters (Global Settings/Workshop) for more information.
• The service type, area, customer reference and repeat calls have been added to List CROs and Outstanding CRO Items.
• Scan Serial Numbers displays the order number when supplier and import goods received vouchers are scanned.
• Predefined comments can be imported on Standard Invoices.
• Serial numbers for the assembled items on Production GRVs can also be imported with Import GRV Serial Numbers.
• Quotations entered for Customer Repair Orders can now be converted to Sales Orders. Refer to Company Parameters (Global Settings/Workshop) for more information.

Version 5.277.001-006:

• The delivery method has been added Enter Delivery Note. NOTE: It is only applicable to invoices.
• An option to use the number of copies as defined on the layout as opposed to the number of copies selected on the print screen has been added for accompanying documents. The default value for this option can be set – refer to Company Parameters (Global Settings/General) for more information.
• The issue with some mobile devices not being able to open Fincon generated pdf files has been resolved. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.277.001 or higher to implement this feature.
• Comments can be added on expenses. Refer to Enter Purchase Order and Expenses Incurred for more information.
• An option to round selling prices up to the next whole number on foreign currency accounts has been added. Refer to Company Parameters (Global Settings/Pricing) for more information.
• The option to prevent users from saving documents as PDF files has been added. Refer to the E-Mail & PDF/Defaults section in Users and Passwords for more information.
• The option to print a summary per category, group or brand has been added to the Stock Ledger.
• The contract account manager field has been added to Export Contract Detail.
• The remark field on a Consignment Stock Transfer is now populated with the first message line from the sales order.

Version 5.276.001:

• The option to export Stock Promotions has been added to Export Data.
• The sales order number has been added Enter Delivery Note. NOTE: It is only applicable to invoices.

Version 5.275.001-003:

• The sequence of stock item barcodes is now preserved and the first barcode entered in the barcode list will always be considered to be the preferred barcode which will be used for printing and reports. Refer to Stock Maintenance, Import Stock Items, Update Records and Import Stock Barcodes and References for more information.

• Updates to the shipping date, delivery date and cheque fields for purchase orders can now be imported. Refer to Update Records for more information.
• An option to do auto allocation with discount has been added to all payment functions. Refer to Enter Payments Received, Enter Combined Payments Received, Cheque Entries, Combined Cheque Entries, Enter Bank Transfer and Enter Combined Bank Transfer for more information.
• The Customer Item List now lists 5 sub serial numbers including the item number for each sub serial number.
• Options for debtor and creditor ageing and negative amounts on credit notes and supplier debit notes have been added. Refer to Company Parameters (Global Settings/General) for more information.
• Options to include serial numbers, stock item properties, etc. have been added to the background mail options on debtor accounts. Refer to Debtor Account Maintenance, Import Debtor Accounts and Update Records for more information. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.275.001 or higher to implement this feature.
• Delete From and To Buttons have been added to Delete Codes/Accounts/Item Numbers.
• Till settings to allow or disallow certain payment types now also apply to Debtors/Point of Sale/Payments Received. Refer to Company Parameters (Pos Users) for more information.
• The Bank Statement Reconciliation has been changed to skip data tests on DNI (Do Not Include) items while parsing the transaction import files.
• A minimum quantity to qualify for a promotional price can be entered. Refer to Stock Maintenance, Import Stock Promotional Prices and Update Records for more information.
• A field for the import duty reference has been added. Refer to Stock Maintenance, Import Stock Items and Update Records for more information.
• The default invoice layout can be specified per debtor. Refer to Debtor Account Maintenance, Import Debtor Accounts and Update Records for more information.
• Options to export the first acquisition and last purchase dates for stock items have been added. Refer to Export Data (Stock Master Detail) for more information.
• The stock item number can be copied to the clipboard and the item image can be displayed in the Serial Number Query
• The Bank Statement Reconciliation has been changed to ignore lines that do not contain data while parsing the transaction import files.
• The area code entered on a sales order is now transferred to the invoice as opposed to always using the area code defined on the account.
• Fixed monthly rates can be changed in bulk. Refer to Contract Escalation for more information.
• The from and to date can be specified for List Sub-Assembly Serial Numbers.

Version 5.274.001-009:

• The fault, notes, diagnosis, work done and rejected fields have been extended to 300 characters and additional service types for collections and deliveries have been added. Refer to Enter CRO for more information. NOTE: Additional line fields for the above-mentioned fields (where applicable) have been added for Customer Support Call documents – you will have to add them to the layout in order to print it. Refer to the Form Designer for more information.
• Service types C (Collection) and D (Delivery) have been added to customer repair orders. Refer to Enter CRO for more information.
• The item number field has been added to Workshop Delivery Notes. Refer to the Form Designer for more information.
• The option to force purchases to be multiples of the minimum purchase order quantity has been added. Refer to Stock Maintenance, Import Stock Items and Update Records for more information. These fields can be exported with Export Data (Stock Master Detail).
• The option to email invoices and/or credit notes to the parent account has been added to the background mail options. Refer to Debtor Account Maintenance for more information. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.274.001 if necessary to implement this feature.
• Clipping text in display only fields, can be displayed by positioning the mouse on the field:
• The option to generate import templates has been added to Import Debtor Accounts, Import Creditor Accounts, Import Ledger Accounts, Import Stock Items and Import Stock Item Properties.
• The option to hide selected columns by default when searching on stock items has been added. Refer to Customise for more information.
• The option to set the status on entries has been added to View Integration Log.
• Internal file handling enhancements.
• Delete Codes/Accounts/Item Numbers displays the creation date for accounts and stock items.
• Brand has been added to the Purchase Report Definition, Normal Stock Age Analysis, Purchase Analysis, Purchase and Stock Level Export and all other functions affected by purchase report definitions.
• The option for logging the creation of quotations, sales orders, invoices and customer repair orders has been added. Refer to Import Debtor Accounts and Update Records and Export Data for more information.
• Serial numbers for the assembled item on Sub-Assembly GRVs can also be imported with Import GRV Serial Numbers provided that no internal serial numbers on any of the parts used are required.
• The Bank Statement Reconciliation has been changed to process double-quoted fields while parsing the transaction import files.

Version 5.273.001-005:

• The option to add properties to stock items has been added. Refer to Stock Maintenance, Predefined Stock Properties, Import Stock Item Properties and Export Data (Stock Properties) for more information.
• The option to email invoices and/or credit notes in the background at selected intervals has been added. Refer to Debtor Account Maintenance, Background Mail Settings and View Document Mail Log for more information. NOTE: You will need the Fincon background mail utility FinconDocMail to fully implement this feature.
• The Purge Log Entries (Previously Purge Account/Document Log Entries) function has been expanded to also purge the transaction log entries.
• A function to import journal entries from another journal as well as a function to reverse the journal amounts on screen has been added to Enter Journal.
• A function to import bill of material descriptions has been added.
• The option to define a column for bank charges where the charges are indicated per transaction in a separate column on the bank statement has been added. Refer to the Bank Statement Definition for more information.
• Recon entries have been included in the functions to allocate blank references for debtors and creditors.
• A function to generate additional Till Numbers has been added.
• The Sub-Assembly Usage Report has been reworked to include finished goods and values as well.
• Process Meter Readings will add the contract remark if printed to a delimited or XLS/XLSX file.
• Till settings to allow or disallow certain payment types have been added. Refer to Company Parameters (Pos Users) for more information.
• Enter, Amend and Query branch orders will hide the item cost if the user does not have the right to display the cost. (Users and Passwords, Other, Cost Display on Stock Enquiries)
• The option to print serial numbers on Branch Transfer Debit Notes has been added. Refer to Company Parameters (Global Settings, General, Print Serial Numbers and Print Sub Serial Numbers) for more information.
• The cost column on the Suggested Re-order List has been added when printing to XLS(X) and delimited files.
• The option to print the stock item properties has been added for various documents.
• A tag for the Account Name in the subject line has been added. Refer to Document Text for more information. NOTE: Upgrade the Fincon background mail utility FinconDocMail to Version 5.273.005 if necessary to implement this feature.

Version 5.272.001-002:

• Functions to create and manage Workshop Parts Orders have been added. Refer to Workshop Parts Orders Overview, Scan Serial Numbers and Workshop Parts Transfers for more information.
• The option to allow negative buy-outs to be allocated to orders and invoices has been added. Refer to Company Parameters (Global Settings, General) for more information.
• A timed auto refresh function has been added to List Sales Orders.
• Departments and projects have been added for certain entry types (stop orders, interest, bank charges and transfers) to the Bank Statement Definition and Bank Statement Reconciliation
• The parent account number has been added to the Debtors Age Analysis.
• The parent account number, parent name, area code and area description fields have been added to layouts for quotations, sales orders and invoices.
• The stock adjustment account and a reason for the adjustment can be entered on Normal Stock Adjustments.
• The company registration number has been added to Creditor Account Maintenance as well as the layouts for GRVs, Debit Notes, Buy-outs, Expenses and Purchase Orders.
• The option to choose whether or not to receive notifications of Fincon messages has been added. Refer to Customise for more information.
• The option to search on the customer reference has been added to the quotation and sales order search functions.
• Cancel CRO will now add an entry to the CRO log.
• The option to allocate a separate SRV number to each line entered. Refer to Expenses Incurred for more information.
• The option for updates to creditor accounts was added to Update Records.
• Options to select fields and account types specifically for the debtor and creditor account import functions as well as for the stock import function have been added to Export Data (Accounts Master Detail).
• The View Debtor Price List function has been added.
• Item Maintenance now displays historical meter readings.

Version 5.271.001-006:

• The minimum purchase quantity has been added to stock items. Refer to Stock Maintenance, Import Stock Items and Update Records for more information. These fields can be exported with Export Data (Stock Master Detail).
• Fields for addition information on couriers and the relevant accompanying documents have been added to customer repair orders. Refer to Enter CRO, Amend CRO and Complete CRO for more information.
• When a CRO’s status is Approved or Invoiced, access will be limited to certain documents and CRO Notes in Complete CRO. The purpose of this, is to facilitate the completion of outbound courier information where applicable.
• The option to include Customer Repair Orders without waybills has been added to Set Inbound CRO Status and Set Outbound CRO Status.
• The option to select a report definition has been added to the Customer Item List.
• The option to update the quotation number on the relevant CRO when a quotation is entered, has been added. Refer to Company Parameters (Global Settings, Workshop) for more information.
• Two quick search links on stock items have been added to Quotations, Sales Orders and Invoices. Refer to Company Parameters (Global Settings, Orders) for more information.
• A function to search for values in grid columns has been added. Refer to Grid Shortcuts Stock Item Numbers for more information.
• A column for the technician has been added to the CRO Response Report.
• The Quick View function on order searches now shows the unit price as well.
• A column showing the user that created a CRO has been added to List Customer Repair Orders.
• The option to select on quotations has been added to the Raw Material Order List.
• A function to do Price Maintenance per stock item on standard invoices has been added.
• A function to List Standard Invoice Detail has been added.
• The menu for Standard Invoices was restructured. Please refer to Users and Passwords to adjust the access rights for users if necessary.

Version 5.270.001-003:

• The option to attach a credit note as full or part payment on POS invoices has been added. Refer to Enter Invoice, Scan Invoice, Process Payments and Cancel Credit Note Refund for more information.
• The customer reference field has been added to Export Contract Detail.
• The option to edit selected goods received voucher documents has been added to Edit Document.
• A function to obtain a path lock for admin purposes has been added.
• Companies can now be hidden from the Select Company List and users can be directed to a specific company by using a startup ID. Refer to Startup Parameters and Edit Path List (in Company Maintenance) for more information.
• The option to select the account for delivery has been added to contract sales orders and invoices.
• The debtor’s credit limit has been added to invoice and credit note layouts.
• The supplier and customer reference fields for orders are displayed and printed on the On Order List.
• The invoice/debit note number on Delivery Notes is now printed without the I/ X prefix on barcodes.
• A default setting for “Attach all Invoices for the Statement Period” and “Attach all Credit Notes for the Statement Period” on Debtor Statements has been added. Refer to Company Parameters for more information.

Version 5.269.001:

• The function to add charges has been added to Supplier- and Head Office Transfer Goods Received Vouchers and Supplier- and Head Office Transfer Debit Notes.
• The last supplier’s account number and name were added to stock items. Refer to Stock Maintenance and Update Records for more information. These fields can be exported with Export Data (Stock Master Detail).
• The promotional price (if any) active at the time of the invoice transaction has been added to normal stock transactions. The promotional price can be retrieved with Export Data (Stock Transactions – Normal) and the Detail Sales Information Export.

• Default values for Price List and Web List on stock items as well as the option to limit Customer Repair Orders to a single item per CRO have been added. Refer to Company Parameters for more information.
• An import function has been added to Rebate Debit Notes.
• The options to retain stock pictures, layout pictures and document text when adding a company has been added to Company Maintenance. Refer to Add Company for more information.
• Reports can be printed in XLSX format.
• Goods Received Vouchers can be imported into Stock Location Transfers even when serial number tracking is inactive plus an import function has been added.
• The number of detail lines on documents (quotations, orders, invoices, goods received vouchers etc.) was increased to 1000.
• Functions to define and set transit statuses for Customer Repair Orders have been added. Refer to Transit Status Definition, Set Inbound CRO Status and Set Outbound CRO Status for more information.
• The option to include all WIP stock and a page listing the quantity per item per order have been added to WIP Stock per Production Order.

Version 5.268.001-003:

• A field for an external reference has been added to Customer Repair Orders.
• View Integration Log and Import Stock Categories, Brands, Classes and Groups have been added.

Version 5.267.001:

• A promotional price can be entered for stock items. Refer to Stock Maintenance, Import Stock Promotional Prices and Update Records for more information.
• The stock item quantities have been added to the query sales order layout.
• The option to select on groups and brands has been added to the Price List
• The sales order’s expiry date field has been added to invoice layouts and QR Codes.
• The expiry date is now also displayed on List Sales Orders.
• The document date (invoices and credit notes) and the expiry date (invoices) can be changed with the Edit Document

Version 5.266.008:

• Multiple definitions can be defined per document. Refer to Document Text for more information.
• Changes to the account or name on Customer Repair Orders are now logged.
• Options to ignore or issue a warning when items entered on an RMA is no longer on the prices list have been added. Refer to Company Parameters for more information.
• Monthly rates can be selected individually for escalation on the Contract Escalation options window.
• An option to also print a list of serial numbers for all invoices on the packing list has been added to Finalize Packing List.
• The subject line on emails can now also include the customer or supplier reference for certain documents. Refer to Document Text for more information.
• The supplier’s delivery time can be imported. Refer to Update Records for more information.
• The message fields have been added to the Detail Sales Information Export function.
• The option to specify the locations for sales orders and production separately has been added to the Raw Material Order List.
• The option to enter the account number for invoices and credit notes has been added to Document Info to filter the list of displayed documents if needed.

Version 5.265.001:

• Customer repair orders can now also be added to packing lists. Refer to create, amend, list, purge and finalize packing lists for more information.
• A function to list finalized packing lists has been added. Refer to List Finalized Packing Lists for more information.
• The charges percentage excluding duties has been added to the layout for import goods received vouchers.
• A function to attach supporting documents to certain transactions has been added. Refer to Supporting Documents for more information. A button to view the supporting documents (if available) has been added to the document view function.
• The delivery name and address detail for the contract and sub accounts have been added to Export Contract Detail.

Version 5.264.001-002:

• The option to specify up to 5 voucher types has been added. Refer to Company Parameters (POS) and Default Accounts for more information.
• Comments can be added to the import file for Purchase Orders. Refer to Enter Purchase Order for more information.
• Truncation and discount allowed has been added to the refund section in Enter Credit Note and Scan Credit Note under point of sale.

Version 5.263.001:

• An option to include tax has been added to List Quotations.
• The item barcode field has been added to the Query Sales Order layout.
• Functions to create and manage packing lists have been added. Refer to create, amend, list, purge and finalize packing lists for more information.

Version 5.262.001-003:

• A bin location can be specified for each stock location. Refer to Stock Maintenance, Import Stock Bin Locations and Update Records for more information.
• The Sales List function, which is the same as the Sales Analysis excluding cost and margin information, has been added.
• The ability to specify import duties as part of the charges has been added. Refer to Enter Import GRV, Enter Import Shipment and Enter Combined Import Shipment for more information.
• A function to list an account’s rebate transactions has been added. Refer to Account Rebate Enquiry for more information.
• A list of bills referencing a raw material item can be displayed by pressing ENTER or by double-clicking on the item line listed under Raw Material in the Raw Material Order List.
• The total item quantity can be printed on purchase orders.
• A function to List WIP Stock Transfers has been added.
• The option to combine entries for the same account number and payment type on one receipt has been added to Import Receipts.
• Margin and Cost buttons have been added to Query Sales Order. NOTE: The Cost and Margin buttons will not be available on fully processed orders.
• A function to Re-index Stock Take Scan Files has been added.

Version 5.261.001-002:

• The option to enter or add instructions on Sub-Assembly GRVs and Sub-Assembly Debit Notes has been added.
• Users can be allowed to use inactive stock items on quotations. Refer to Company Parameters (Global Settings, Orders) for more information.
• Fields for the courier reference and cost have been added for Quotations, Sales Orders, Invoices and Consignment Stock Transfers.
• Users can be prohibited from changing the required date to a date different form the order date on sales orders. Refer to the Other Rights for section in Users and Passwords for more information.
• The option to use the parent account for credit limits, terms and active/on hold settings for debtors when doing credit checking, has been added. Refer to Company Parameters (Global Settings, Credit Checking) for more information.
• The function to display the stock item URL has been updated to use the default browser.
• The options to exclude cost and/or supplier info have been added to Sales and Stock Level Export.
• Import Receipts can now also accommodate combined payments.
• A field for the import duty percentage has been added to stock items. Refer to Stock Maintenance for more information.

Version 5.260.001-003:

• Fields for the bank account type and detail type to be used with debit orders have been added to accounts. Refer to Debtor Account Maintenance for more information.
• Debit Order Print Definition has been added to facilitate different print configurations in Debit Orders.
• The “On Hold” flag has been added to debtor credit detail per account.
• An order type for consignment transfers has been added to sales orders. Refer to Enter Sales Order and to Consignment Stock Transfers for more information.
• Users can be prohibited from changing the location on sales orders when there are serial numbers allocated to the order. Refer to Company Parameters (Global Settings, Orders) for more information. Individual users can however have the right to change the location when it is turned off in Company Parameters. Refer to the Other Rights for section in Users and Passwords for more information
• The functionality to do price increases or decreases has been added to Debtor Price List Maintenance.
• Enter and Amend Credit Card Refunds has been changed to Enter Refunds/Disbursements and Amend Refunds/Disbursements.
• A function to display all the stock quantities for a parent stock item has been added. Refer to Parent Stock Enquiry for more information.
• The option to combine sales per parent item has been added to the Customer Sales Report and the Customer Sales Analysis.
• The option to import serial numbers for branch orders has been added to Import Sales/Branch Order Serial Numbers.
• The option to exclude zero documents has been added to Debtor Statements.

Version 5.259.001:

• A field for volumetric weight has been added to stock items. Refer to Stock Maintenance for more information.
• The supplier invoice number has been added to the Customer Item List.
• The customer reference has been added to Sales Order Info
• The Scan Stock Transfers option in Company Parameters (Global Settings, Serial Numbers) is now only applicable to Stock Location Transfers.

Version 5.258.001:

• The default process option for Process Invoices can now be selected. Refer to Company Parameters (Global Settings, General) for more information.
• A field that contains the customer reference from the stock transaction has been added to Debtor Statements.
• Purchase Order Analysis and Outstanding Purchase Orders have been added.

Version 5.257.001-008:

• Payments can now be allocated to sales orders. Refer to Enter Payments Received for more information.
• The default re-order value for the creation of stock items can now be selected. Refer to Company Parameters (Global Settings, Stock) for more information.
• Access to quotations and sales orders be restricted to the extent that sales reps can only see and use their own quotations and/or sales orders. Refer to Company Parameters (Global Settings, Orders) for more information.
• Items can be blocked from being booked in on a CRO if the account is inactive or on hold. Refer to Company Parameters (Global Settings, Workshop) for more information.
• Monthly rates on contract items can now contain Type 2 stock items. Refer to Contract Maintenance and Item Maintenance for more information.
• A delete button has been added to Bank Statement Definition.
• The option to select the columns to be included has been added to Stock Transaction Summary.
• The re-order flag has been added to Edit Stock Info.
• The option to select the transactions to be listed has been added to Normal Stock Transactions.
• The year can be selected in the Sales Comparison function.
• Keywords for cheques and bank transfers have been added. Refer to Creditor Account Maintenance, Bank Statement Definition and Bank Statement Reconciliation for more information.
• The outstanding detail in enter and amend combined payments can be sorted.
• The debtor account log is now updated when changes are made through Update Records and Import Debtor Accounts.
• Negative invoices and invoices with negative meter readings will be listed in Process Invoices with a message in the error column. These errors will have to be cleared before the affected invoices can be processed.
• The type of escalation required (Monthly rates, Meter rates or both) can be selected on the Contract Escalation options window.
• The Customer Repair Order status “Fetched” has been changed to “Closed”.
• The required and invoice dates have been added to Sales Order Info.
• The Sales Order Delivery Analysis function has been added.
• The option to select a currency has been added to List Purchase Orders.
• The transaction log is now updated by Edit Stock Info when the active or serial number settings are changed.
• The document number has been added as a sort option on the Sales Analysis.
• The credit available for the account is now displayed on the Debtor Statement Enquiry and Debtor Account Enquiry.
• The Production Debit Note will move the stock transferred to normal stock instead of WIP stock if the production order cannot be located.

Version 5.256.001-015:

• The option to include the current period on the Suggested Re-order List has been added.
• Type 5 stock items have been added to accommodate supplier rebates. Refer to Stock Maintenance, Debtor Account Maintenance, Default Accounts, Supplier Rebate Report and the Other Rights section in Users and Passwords for more information.
• The option to include all items of which the average sales is not zero regardless of the suggested order quantity has been added to the Suggested Re-order List.
• The option to sort invoice items on bin location has been added. Refer to Company Parameters (Global Settings, General) for more information.
• The stock item PARENT field has been added to Sales and Stock Level Export.
• The number of selectable columns in Bank Statement Definition has been increased to 15 and sort buttons have been added for keywords.
• The option to exclude inactive stock items when printing price lists has been added.
• The delivery name has been added to Outstanding Sales Orders.
• Email passwords have been extended to 128 characters.

Version 5.255.001-003:

• Required index tags were added.
• Columns for the stock category and group as well as a selection on account number have been added to Outstanding Quotations.
• Foreign currency accounts (provided it is the same currency than that of the creditor) are now allowed in foreign currency Expenses Incurred detail lines.

Version 5.254.001-006:

• The option for foreign currency tills has been added. Refer to Activate Tills for more information.
• The option to print stock notes on a Production Order has been added.
• Functions to List Picked Sales Orders and List Unpicked Sales Orders have been added.
• The account area has been added to selections on the Sales Report, Sales Summary and the Sales Analysis.
• A function to List Stock Location Transfers has been added.

Version 5.253.001-002:

• Tax and company registration numbers have all been extended to 30 characters.
• A column listing the user that entered the order has been added to Approve Purchase Orders.

Version 5.252.001-006:

• The option to replace entire price lists has been added to Import Account Pricelist.
• The option to define marketing options for POS invoices has been added. Refer to Company Parameters and the Marketing Information List for more information.
• The option to change order quantities on the Suggested Re-order List has been added.
• Options to define the class, group, brand and/or category fields on stock items as compulsory have been added. Refer to Company Parameters for more information.
• The option to include buy-outs where a report definition is selected has been added to the Sales Report.
• Additional status fields and waybill information have been added to Customer Repair Order Detail in Export Data.
• Type 2 stock items can be entered on Standard Invoices.

Version 5.251.001-007:

• The Consignment Sales Summary has been added.
• Multiple order types can be selected and the order type, quantities on hand, on order and on back order have been added to Outstanding Sales Orders.
• The option to bypass serial numbers while determining which stock items can be deleted has been added to Delete Codes/Accounts/Item Numbers.
• The option to combine accounts has been added to Consignment Stock Age Analysis.
• Support call and additional visit information has been added to Customer Repair Order Detail in Export Data.
• The order location has been added to Outstanding Sales Orders.
• A column displaying the account number has been added to List Quotations.

Version 5.250.001:

• The option to lock periods for the processing of bank deposits, journals, expenses and bank reconciliations has been added. Refer to Period Locks for more information.
• A date range and options to suspend invoicing and exclude invoices from debit order runs have been added to Standard Invoices.
• The option to exclude invoices from debit order runs has been added for contract items. Refer to Contract Maintenance and Item Maintenance for more information.
• The option to select the invoice period has been added to Debit Orders.

Version 5.249.001:

• The number of specified branch accounts has been increased to 40. Refer to Default Accounts for more information.
• The field lengths for notes, diagnosis and work done on Customer Repair Orders have been increased to 180 characters.
• The transactions can be printed on the Creditor Remittance Advice Enquiry.

Version 5.248.001-004:

• The ability to select the invoice layout to be used has been added to sales orders. Refer to Enter Sales Order for more information.
• The option to display decimals has been added to Normal Stock Age Analysis.
• Serial numbers for consignment, project and contract orders can now also be imported with Import Sales Order Serial Numbers.
• A function to export the Daily Stock and Sales has been added.
• Warning messsages for decommissioned contract items have been added.
• The stock brand has been added as an option to the Sales Analysis report.
• The option to select a folder where pdf files should be saved to when printing multiple documents has been added to Document Info, List Sales Orders and Sales Order Info.

Version 5.247.001-005:

• The ability to enter tax for foreign currency creditors on import charges has been added. Refer to Enter Import GRV for more information.
• Support call information has been added to Customer Repair Orders in Export Data.
• Process Invoices function has been changed to preserve the original sort order (except for the ‘SEL’ column which will always be first) when no consolidation is selected.
• Brands can be selected in Sales Report Definitions.
• The stock location can be selected in Unallocated Orders.
• Cancel Orders has been added to facilitate the bulk cancelling of orders.
• The option to export location detail per line has been added to Sales and Stock Level Export.

Version 5.246.001-006:

• The debtor interest fields have been added to Export Data, Update Records and Import Debtor Accounts.
• Bank statement can now be imported. Refer to Bank Statement Definition and Bank Statement Reconciliation.
• The option to change the debit order amount has been added to Debit Orders.
• The quality of stock item pictures has been increased. Refer to Stock Maintenance, Import Stock Pictures for more information. NOTE: You will have to reimport current pictures for the quality increase to take effect.
• The option to export consignment stock transfer data for CRM purposes has been added. Refer to Company Parameters for more information.
• Process Invoices function has been changed to preserve the original sort order (except for the ‘SEL’ column which will always be first) when no consolidation is selected.

Version 5.245.001-002:

• Parent accounts can now be defined for creditors. Refer to Creditor Account Maintenance, Enter Combined Transfer and Combined Cheque Entries for more information.
• The name of the user that approved the sales order can now be added to the invoice layout. Refer to the Form Designer for more information on how to enter or change document layouts.
• The customer reference is shown in Debtor Account Reconciliation.
• The option to bypass invoice rebate checks on credit notes has been added. Refer to Company Parameters for more information.

Version 5.243.001-003:

• An additional 6 monthly rate options have been added for contract items. Refer to Contract Maintenance and Item Maintenance for more information.
• The option to email invoices and credit notes has been added to debtor accounts. Refer to Debtor Account Maintenance for more information.

Version 5.242.001-006:

• 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 been added to the Sales Report and the Purchase Report.
• Zero cost, the local supplier’s name the and import supplier’s name have been added to Update Records.
• Images can now be defined for stock items. Refer to Stock Maintenance, Import Stock Pictures and Grid Shortcuts and Item Numbers for more information.
• Take on serial numbers can be imported with Import Take On Serial Numbers.
• “Select From”, “Select From In Stock > 0” and “Unselect From” buttons have been added to Create Stock Take List.
• The option to filter on the account number has been added to the Raw Material Order List.
• The option to select combine accounts according to their parent has been added to List Consignment Stock.
• Bank transfers can be imported with Import Bank Transfers.
• The account manager is now listed in Overdue Payments and Invoices and Payments per Period.
• Import Transfers has been changed to accept receipts too.
• Edit Document will now update the customer’s name and the customer reference on the applicable transactions too when changed.
• The designated bank account can be specified on Import Receipts.
• A “Zero tax” option has been added to creditor accounts. Refer to Creditor Account Maintenance for more information.

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.