Posibolt Version: 8.4 (28032 - PT)

POSIBOLT ERP Release Notes - Posibolt Version: 8.4 (28032 - PT)

NEWLY INTRODUCED FEATURES

1.1 ACCOUNTING

AC-F-01: Made a few enhancements in the Bank Statement Import screen:
  1. Added the option to delete lines once they are uploaded into the Bank Statement Import Screen.
  2. Implemented the feature to load the Bpartner assigned to the charge when the bank statement is matched by Create Invoice.

1.2 ADMINISTRATION

AD-F-01: Implemented the following in Discount Schema (DS):
  1. Create multiple discount schemas for multiple BPartner groups. A discount schema will work for all BP groups by default. If no BP group is chosen, the BP group Name is *.
  2. Apply discount schema for multiple organizations.
  3. Added group1/group2 in discount schema line type
  4. Added a new popup where the user can search by product and edit or add schema breaks. For an attribute product, the result is displayed in a matrix.
  5. Added two new columns in the search screen.
i. Last Used (shows the date when this DS was last used for an Order)
ii. Count (No. of time this DS is used in transactions)

4 POSIBOLT ERP Release Notes - Version 8.4.0
  1. There is an Action column with an instant Activate/Inactivate Button. Changed checkbox style to toggle switch between Active and Active Used discount schema.
  2. Incorporated a new warning message if any unused schema is active for a specific time. This time can be changed by clicking on the ‘Period’ part in the message. Clicking on ‘Show Details' in the same message will display all these unused schemas.
  3. A warning popup is displayed when saving the Discount schema in two cases: when the schema is expired but still active, or when the schema is valid but not currently active. Any expired Discount Schema will be set to inactive automatically.

AD-F-02: Enhancements made in Product Administration
  1. Base product can now be modified
  2. Only the base products can manage the product attributes. We can add or modify the attributes (colour, size) of the product only by choosing the base product from the pop-up window.
  3. Creating a combination of attribute Products from the product administration attribute tab has been redesigned.
  4. Combination products can only be deactivated.
  5. The product attributes tab is intentionally blocked from RG and PO screens. From now on, the tab will be hidden.

5 POSIBOLT ERP Release Notes - Version 8.4.0

AD-F-03: Implemented some control measures in the Bank Accounts Edit screen to restrict
changes to certain settings when the account is actively used in transactions and
terminal setup.
AD-F-04: Added a vendor filter to be used in the export of Products from the Import/Export
Screen.

1.3 PERFORMANCE ANALYSIS

PF-F-01: Implemented multiple selections for Organisation filter in the following reports - Stock
Sales report, Item Wise Sales Report and Sales Report.

1.4 SALES

SA-F-01: Implemented an 'Add Payment' feature on the Settlement Screen to enable the addition of multiple payments at once.
SA-F-02: Updated the payment mode to include the Voucher option in the Settlement Payment screen.
SA-F-03: Added filter for points earned & redeemed in loyalty points report.
SA-F-04: Added Jasper report in the Reprint option for the End of the day report from Cash History Account
SA-F-05: Enhanced the Sales Report and Item-wise Sales Report to display third-party payments under Cash Details.
SA-F-06: Introduced a new section to display 'Unallocated Payments' in the daily summary report. A new option has been added in the daily transaction report to display the
'Unallocated Payment' details.
SA-F-07: Introduced the feature to redeem the voucher as laybuy initial payment. For a cancelled layby order, a new credit note voucher will be generated and printed on the layby cancel receipt.
Laybuy order cancel print is configured for slip print formats - name with description and barcode with description.
Added a new field Voucher Balance in the Settle Payment Cancel Order popup.

1.5 STOCK

ST-F-01: Implemented SKU column in the Re-Order Report. This can be enabled from Screen Preferences.
ST-F-02: Introduced the option to import from CSV into the Locator Transfer screen.
ST-F-03: Introduced a vendor filter in the Attribute Stock Report.
ST-F-04: Added columns for serial number and barcode in Stock Transfer Screen. This can be enabled from Screen Preferences

6 POSIBOLT ERP Release Notes - Version 8.4.0

2. BUG FIXES

2.1 ACCOUNTING

AC-B-01: Resolved the duplicate allocation lines in the Statement Of Accounts by creating separate allocation headers for all payments.
AC-B-02: Made fixes in the Cash Account Report to display the amount in base currency when the cash Bank transfer is done from foreign currency to base currency.

2.2 ADMINISTRATION

AD-B-01: Made fixes in the Discount Schema import, where if the Base Product doesn't have a sales price, then its child product's price is considered first from the same price list and subsequently from the terminal price list.
AD-B-02: Improved Product Administration to resolve the issue of being unable to load the base product.
AD-B-03: Improved the code to help load the discount scheme more quickly and increased the character length for Group 1 and Group 2.
AD-B-04: Resolved the issue in Barcode Printing that was causing the radio button focus to shift back to UPC when selecting the option encoded barcode.

2.3 PURCHASES

PR-B-01: Fixed the issue preventing the completion of partial Received Goods for multiple PO orders when adding products manually.

2.4 SALES

SA-B-01: Removed the credit and layby payment modes from the Settlement Screen.
SA-B-02: Corrected the configuration “Disable selling non-stock product” to validate the stock of items in small UOM. Previously it was throwing insufficient error messages based on the biggest UOM stock.
SA-B-03: Made fixes in the slip print format – Name, Description, Pharmacy to print entered UOM in slip print
SA-B-04: Made fixes in the settle payment screen where the overpayment was getting allocated even when client configuration auto allocation is false.

2.5 STOCK

ST-B-01: Corrected issue in Stock Take screen, now the quantity in the largest UOM can be entered, previously it was taking the latest UOM created.
ST-B-02: Also made a minor fix to update the quantity field when no. of packs is entered.