Release 4.01.02

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Version

4.01.02

Released

Jun 18

Summary

This release includes a small number of new features and fixes.

Details

This is a summary of the changes in this release:
  • Update Contract Sales layouts to link to the Customer specified on the Application/Invoice instead of the one on the Job.

  • Fix error messages used when performing Subcontractor Monthly Return routines.

  • Validate Cost Period Codes to ensure they are formatted as YYYY/MM.

  • Fix Job Headings/Budgets import so it works with the Elite Importer.

  • Update Purchase Invoice Items Import Routine so that the Unit Cost is only updated with the Purchase Order Price when the Unit Cost column is not specified in the import file.

  • Fix Job Recalculate routine so that Accrual Reversals are picked up properly.

  • Make sure that errors added to the messages collection are not ignored after validating a pseudo-batch (e.g. Purchase Invoices, Sales Invoices, Contract Certificates, Subcontractor Applications, etc.).

  • Update to allow "Units per Pack" to allow values greater than 32767.

  • Improve performance of the Subcontractor Payment Certificates export by loading the report for the entire batch at the start of the posting routine and exporting a subset of the report for each payment.

  • Add Job Billing Report to pick up costs that are to be recharged.

  • Fix Purchase Invoice Items so that the default Nominal Code on the Supplier is picked up when entering an "O Overhead" item.

  • Update Subcontractor Invoice Retention Release to allow the user to change the VAT Code being used to handle when a Subcontractor's VAT registration status changes.

  • Fix Purchase Order Items so that the delivery address details are not overwritten when the first item is added and no delivery name has been entered.

  • Make sure Purchase Orders and Subcontractor Orders with cancelled items do not prevent the status on a Job from being changed.

  • Update Project Number lookup on the Jobs screen to allow any Project to be selected, but warn the user if the Customer on the Project does not match the Customer entered on the Job.

  • Update Direct Sales import routine so that when run via the importer the default nominal account is still picked up.

  • Prevent the "Update All Ledger Pending Postings" prompt from appearing twice when closing the application.

  • Update list views to properly remember column widths and positions when refreshing data, hiding/unhiding columns, changing grouping, etc.

  • Fix SQL linking error when specifying a Sales Phase on the invoice generation routines.

  • Fix Sales Invoice Generation and Sales Invoice Import Routines to properly pick up the Price Book settings.

  • When changing status of either a Job or a Sales Phase to a closed status, prompt for the date the status was changed instead of just using today's date.

  • Add Units to Purchase Invoice Items screen and update all sales and purchasing screens to pick up the decimal places from the Units table when there is no Stock Code instead of the system wide default number of decimal places.

  • Fix cumulative Contract Sales and Subcontractor routines for Applications, Certificates and Internal Valuations to prevent the wrong previous values from being picked up when editing a record at the same time as another user modifies the previous record. The system now checks to make sure the previous values have not changed during the time between the user starting to edit the record and them saving their changes.

  • Add new "Recalculate Rate or Quantity on Rounding Differences when posting to Sage Payroll" flag to "Labour -> Labour Setup -> Payroll Settings" to control how values are rounded when posting to Sage Payroll.

  • Fix Goods Returned Notes to default the Warehouse to the one entered on the Purchase Return.

  • Fix Goods Returned Notes, Goods Returned Note Adjustments and Goods Received Note Adjustments to prevent stock from going negative.

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