POSIBOLT ERP Release Notes - Posibolt Version: 8.3.3 (27336-PT)

POSIBOLT ERP Release Notes - Posibolt Version: 8.3.3 (27336-PT)

NEWLY INTRODUCED FEATURES

1.1 ACCOUNTING

AC-F-01: Minor enhancements in the Trial Balance Report and Statement of Accounts to display the header in the report in the format "For Previous Year: 01-Jan-2022 to 31-12-2022".

1.2 ADMINISTRATION

AD-F-01: Implemented an option to create the customer loyalty number automatically.
AD-F-02: The customer master screen will now have a new filter for selecting Customer Types like discount centres, Hypermarkets, supermarkets, department stores etc. The customer-type filter is also implemented in the following screen:
  1. Item Wise Sales Report
  2. Sales Report
  3.  Attribute-wise Sales report.

1.3 STOCK

ST-F-01: Implemented a date field in stock transfer history, when we search report 'summary by'
 ST-F-02: When completing an invoice from the shipment schedule screen, the invoice number is set the same as the order number for Orders with Invoice Rule set as 'Customer schedule after delivery'.

2. BUG FIXES

2.1 ACCOUNTING

AC-B-01: Improved the PDC Report to cancel a post-dated cheque with a discount for the following cases
  1.  Allocated only the paid amount, not the discount amount.
  2. Allocated only discount amount, not paid amount
AC-B-02: Updated the exported XLS report to display Account Name along with the Account number.

2.2 ADMINISTRATION

AD-B-01: Corrected the issue where refreshing the screen would reset the Pole Display
configuration from Preferences.

2.3 APPS

AP-B-01: Fixed a bug in ATOM showing order status as "Partially Delivered", even after an order is fully delivered. This happens when an order contains a freight amount.

2.4 SALES

SA-B-01: Improved the Cash Account History where Drop cash and disbursement charge values were appended multiple times at the end of the day report.
SA-B-02: When a sales order is modified while returning, the discount lines for that order will be removed.
SA-B-03: Corrected the report to display the opening balance in the Cash Account Report, when Cash Type is selected as ‘ALL’.
SA-B-04: Improved the search in the Sales History report and Sales Return Report to display the results where attempting to search with a custom date range would show an empty state after the initial search.

2.5 STOCK

ST-B-01: Corrected issues in the Reorder Report when we search using product classification
ST-B-02: Resolved the exception error when completing the shipment of a sales order created from the Quotation Report, with products not included in the quotation.
ST-B-03: Corrected the Stock Transfer History to display the correct total amount while searching “Summary By” Products.