Release: 23rd February 2021

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.