- 21 May 2021
- 1 Minute to read
-
Print
-
PDF
Release: 23rd February 2021
- Updated on 21 May 2021
- 1 Minute to read
-
Print
-
PDF
Edit PPM Invoices
-
It is now possible to edit approved PPM invoices.
-
An edit option will appear in the Details section, allowing the user to make changes to:
- Tag(s)
- Payment Due
- Order Number
- Account Number

- An edit option will also appear in the Notes section, allowing the user to make changes to:
- Header
- Terms
- Notes

New Value Fields for Documents without Currency Symbols
-
These new fields will allow documents to display values on documents without any preceding currency symbol.
-
The existing value fields with the currency symbol will be retained – these new value fields will be additional document tags.
-
Invoice/PPM Invoice/Grouped Invoice
- Prices
- Totals
- VAT Amounts
-
Credit/PPM Credit/Grouped Credit
Improvements, Modifications & Bug Fixes
Improvements
-
The Dynamic Dashboard Journey has been revised to be more intuitive for the user.
-
You can display Make and Model when choosing Parts or Equipment in the Stock Record creation screen.
-
A new column has been added for job status audits to help sort logs by the time processed in the system.
-
For US/Canada customers – ‘Engineer(s)’ will now display as ‘Technician(s)’.
Bug Fixes
-
Fixed Part generation for JobSheets.
-
Fix for when the portal “Invoice – Show Invoice Totals Only” was not working as expected.
-
Resolved quote upgrade issues when ordering parts.
-
Fixed a bug for Postcode of Stock location which was missing when creating stock PO.