Caliach Vision Feature Enhancements up to V2.1100

F0299 - Outwork Operation text on PO line item now includes Issue

Date: 1 Apr 2005, version: 2.1001, rating: 10, platforms: All

Description: If the WO for an outwork operation has a part issue, the issue will also be shown as part of the PO line item description.

Get around: None

Caliach response: oProcessPurch, s4687

F0300 - oCustom1 method added to change SO on saving

Date: 9 Apr 2005, version: 2.1002, rating: 10, platforms: All

Description: A method has been added to oCustom1 named $BeforeSoSave which intercepts the Save process for a SO or Quotation. It takes three parameters: pHeadRow (field ref) = a row containing SOHFILE and CUSFILE columns, pSolList (field ref) = a list of SOLFILE line items, pSoObjectRef (item ref) = an item reference back into the oProcessSales object from which the method is called. If the system flag #F is true when the method quits allows the save process to continue otherwise a revert will occur. This method can be used for applying special discounting or pricing rules that bear no relation to the standards available normally.

Get around: None

Caliach response: oProcessSales, oCustom1 (not in ProgCode.upt update file)

F0301 - Backflush WO discrepancy report now can list batches used

Date: 9 May 2005, version: 2.1003, rating: 20, platforms: All

Description: The discrepancy report is now provided with a list of batches/locations used for the issue of material.

Get around: None

Caliach response: rWoBackDisc, wWoBackflush

F0302 - Review AR and AP print listing function did not obey selection

Date: 9 May 2005, version: 2.1003, rating: 10, platforms: All

Description: When a GL account is listed, printing the list prints only those lines listed in the window. With the AP and AR, all account transactions are listed.

Get around: None

Caliach response: rAcStateSuper, wAcTraReview

F0303 - Print Dispatch Note or Invoice - options now remembered between sessions

Date: 28 Apr 2005, version: 2.1003, rating: 10, platforms: All

Description: The printing options choosen by the user are now remembered for each user between sessions.

Get around: Ensure users check options each time they print.

Caliach response: wInvNoSelect

F0304 - New parts master report for process analysis (predictive stock)

Date: 9 May 2005, version: 2.1003, rating: 30, platforms: All

Description: There is a new standard parts report that provides multiple part reporting of Process Analysis, in the same form as Process -- Inventory History -- Review Part Processing Analysis.

Get around: None

Caliach response: rPtmProcessAnal, s4689, wPtmPrint

F0305 - Sales Document Configuration - Find and Replace text menu added

Date: 9 May 2005, version: 2.1003, rating: 10, platforms: All

Description: There is now a Find and Replace context (right-click) menu available on the Conditions and Results text fields for Groups, Items and List Lines, which can be used for convenient editing of copied list lines or items or where you have changed a variable name.

Get around: None

Caliach response: mFindAndReplace, wFindAndReplace, wSOConfigMaint

F0306 - Multi-level Projected Stock Analysis for Demand

Date: 9 May 2005, version: 2.1003, rating: 40, platforms: All

Description: A new function has been added to the Process -- Sales Orders and Process -- Jobs menu to 'Review Stock Availability for Demand'. This uses part processing analysis to identify shortages for new or existing demand. This is also available as an open-source Sales Document Configurator sub-window. See new help at http://www.caliach.com/caliach/vision/help/sales/wsodemandanalyse.html for more details.

Get around: None

Caliach response: cJobs, cSalesOrders, mJobs, mSalesOrders, rSoDemandAnalysis, s4690, taJobs, taSalesOrders, wJobMaint, wSOConfigSubWinStock, wSoDemandAnalyse, wSoMaint

F0307 - Option for Dispatch All function to Net quantities

Date: 1 Jun 2005, version: 2.1004, rating: 30, platforms: All

Description: A general option optSODispatchAllNet has been added which controls the Dispatch All function in the SO Dispatch window. If set to 1, the option will cause the dispatch to be loaded with up to the physical quantity available for the order, otherwise the total ordered quantity is set which can cause inadvertent negative stock.

Get around: None

Caliach response: optSODispatchAllNet, oTerminal, wSoDispatch

F0308 - Marketing events can be multiple-selected and deleted

Date: 1 Jun 2005, version: 2.1004, rating: 10, platforms: All

Description: The marketing events list is now multiple-select rather than single line select. The Delete Event function is now Delete Selected and the forward Delete key operates.

Get around: None

Caliach response: wMarketMaint

F0309 - Provide Irish electronic transfer of Trade Statistics

Date: 20 Jun 2005, version: 2.1005, rating: 15, platforms: All

Description: In Sales/Purchase Trade Statistics, an additional function of Electronic Submission has been provided which opens a new window. Currently there are three Irish standard output files provided for.

Get around: None

Caliach response: wSahTrade, wSahTradeElec

F0310 - Dropping many parts on documents needs warning message

Date: 26 Jul 2005, version: 2.1007, rating: 20, platforms: All

Description: It can be the case that accidentally very many parts are selected in the ScratchPad before a drag-and-drop is performed on a Purchase, Sales Order or Job. This will lead to the user getting stuck in a loop with many warning messages. It is proposed that if more than 9 parts are selected, a no/yes warning message is offered to the user so when many parts have been selected the user must confirm before they are added.

Get around: None

Caliach response: s4691, wJbiMaintSub, wPolMaintSub, wSolMaintSub

F0311 - Country-specific commodity codes plug-in accomodation

Date: 26 Jul 2005, version: 2.1007, rating: 30, platforms: All

Description: Due to certain international trade circumstances it has become required that parts may have special commodity codes for certain countries. To provide for this a new file slot (CCDFILE) is needed to store exception country/part codes. This can only be fully integrated with a major version release, so a Plug-In named Commodity.lbs can be installed in the PlugIn directory. A new optPartConComcUsers system option is available in which you can list maintenance users. An administrator or listed user will then have available a Commodity Code additional menu. Details of the system and instructions are available in CommodityPlugIn.txt which is available for download with Commodity.lbs in ftp://ftp.caliach.com/Internet/ftp/support/Vision/Updates/V210/. This feature will be fully integrated in the next major release.

Get around: None

Caliach response: oTerminal, optPartConComcUsers, rInvoiceSuper, rJobSuper, rSalesSuper

F0312 - Navigator now has Linked File capability

Date: 12 Aug 2005, version: 2.1008, rating: 10, platforms: All

Description: The Navigator window now has a Link icon and Open Link and Create Link functionality which is linked to the single record of MCDFILE. This enables you to link common company documents to the system.

Get around: None

Caliach response: oLink, wLinkMaint, wLinkSet, wNavigator

F0313 - G/L Cash Book and Journal have printing checkbox

Date: 12 Aug 2005, version: 2.1008, rating: 10, platforms: All

Description: There was an inconsistency between the G/L Cash Book and Journal treatment of post posting printing. A checkbox has been added to both to give user control of this.

Get around: None

Caliach response: wAcGlCash, wAcGlJournal

F0314 - Option optWOQtySumUom complemented with optBoMQtySumUoM

Date: 12 Aug 2005, version: 2.1008, rating: 30, platforms: All

Description: optWOQtySumUom caused the WO backflushing receipt quantity to be the sum of component quantities. It also added a mass total field to the BoM Maintenance window. This later feature is no controlled seperately using the new optBoMQtySumUoM option.

Get around: None

Caliach response: oTerminal, optBoMQtySumUoM, optWOQtySumUoM, wBomMaint

F0315 - G/L Cash Flow now has Hide Selected Lines menu function

Date: 12 Aug 2005, version: 2.1008, rating: 10, platforms: All

Description: It can be useful to select entries and temporarily remove them from the list and recalculate the running balance. This is now possible using the list context menu. No changes can be performed until the Show Hidden Lines context menu function is operated.

Get around: None

Caliach response: mCashFlowHide and mCashFlowShow strings. wAcCashFlow

F0316 - Extend electronic transfer of trade statistics

Date: 2 Sep 2005, version: 2.1009, rating: 10, platforms: All

Description: For electronic submission of Sales/Purchase Trade Statistics an additional choice is provided to create a shadow text file that can be viewed in a spreadsheet.

Get around: None

Caliach response: wSahTradeElec

F0317 - BACS payment export report capability

Date: 15 Nov 2005, version: 2.1010, rating: 20, platforms: All

Description: There is now a standard report (that must be added as a Custom Report of type REMIT) with classname rAcRemitBacsCsv that provides a BACS payment import file for UK bank software that operate the BACS system. The export file is SIF/Sage/CSV compliant.

Get around: None

Caliach response: rAcRemitBacsCsv, wAcGlCheques

F0318 - New print method to join customers and suppliers with marketing records

Date: 15 Nov 2005, version: 2.1010, rating: 10, platforms: All

Description: There is now a function that can be used to join customer and supplier records with marketing linked records. $ctask.tPrint.$JoinMktRecord(pCode,pIsSupplier) enable you to effect a join. The function returns kTrue if a relationship exists and DEAFILE CRB is loaded with the default address and contact in ADRFILE and ADCFILE CRB.

Get around: None

Caliach response: oPrinting

F0319 - Loading saved ScratchPad now has working message

Date: 8 Feb 2006, version: 2.1011, rating: 20, platforms: All

Description: At login the system now provides a working message while reloading any saved user ScratchPad contents.

Get around: Patients.

Caliach response: oScratchPads, s4939, s4940, s4941, s4942

F0320 - Cheque Payee Name edit facility

Date: 8 Feb 2006, version: 2.1011, rating: 10, platforms: All

Description: It is now possible to edit the payee name of a cheque in the Cheques Re-Assignment and Changes tab-pane of the G/L Bank Cheques window.

Get around: Patients.

Caliach response: wAcGlCheques

F0321 - Option for WO receipt pre-assigned location for batch

Date: 20 Apr 2006, version: 2.1012, rating: 20, platforms: All

Description: The operation of the existing option optStockPurchRecAuto has been extended to WO receipts. You can now set it to: 0 = No auto-assignment, 1 = PO Receipt auto-assignment, 2 = WO Receipt auto-assignment, 3 = PO and WO Receipt auto-assignment.

Get around: Patients.

Caliach response: wStoSetup

F0322 - Provision of 'Go to Next Unallocated Credit' on Cus/Sup payment list

Date: 20 Apr 2006, version: 2.1012, rating: 30, platforms: All

Description: A new feature has been added to the payments transaction list context window. Go To Unallocated Credit operates from the currently selected line and selects the next line in the list where unallocated credit is available. A time-out micro-window indicates the amount of unallocated credit found.

Get around: Patients.

Caliach response: cAcManager, wAcTraListSub, wAcTraMessage, wAcTrlReview

F0323 - Workflow Alert Trigger - part printed on PO where cost non-standard

Date: 9 Jun 2006, version: 2.1014, rating: 10, platforms: All

Description: Request a trigger that is activated if a part is printed on a purchase order where the cost does not conform to the purchase part price/break costs for the supplier.

Get around: None

Caliach response: MEMORY, awtPOPrintPartCostDeviation, awtmPOPrintPartCostDeviation, oProcessPurch, rPurchSuper, wTriggerMaint

F0324 - oCustom1 methods added to Create P/WO from MRP Results

Date: 14 Jul 2006, version: 2.1014, rating: 10, platforms: All

Description: Two oCustom1 methods can be added: $MrpPoListPreSort(pListRef, pFromSO) and $MrpWoListPreSort(pListRef, pFromSO). They are run after the P/W list has been created but before sorting. They can be used to re-calculate values for the data in the list, for example to populate the document reference field. (Note: Prior to V3.000, to use these the methods must be manually added to your existing oCustom1 object)

Get around: None

Caliach response: wMrpPoList, wMrpWoList

F0325 - Controls added to WO kitting and receipt windows to aid customisation

Date: 20 Sep 2006, version: 2.1015, rating: 10, platforms: All

Description: Control methods have been added to windows so that normal messages and window closing can be controlled from custom features.

Get around: None

Caliach response: wWoAssyRecv, wWoBackflush, wWoKitIssue

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