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Nama ERP Release Notes - July 2018

Release Information

Release Date: July 2018
Release Number: 201807

Additions

Inventory

  • Stock Taking Document: Added the option "Automatically create an adjustment document for discrepancies" in the document's term config.
  • Item File: Added the fields "Minimum Quantity" and "Maximum Quantity".
  • Added the reports "Items Below Minimum" and "Items Above Maximum".
  • Stock Receipt: Added the option "Automatically update the cost price" in the document header.
  • Added the option "Show a warning for expired items" in the Distribution Management settings.

Sales

  • Sales Invoice: Added the option "Print quotation details with the invoice" in the document header.
  • Price Quotations: Added the offer "Buy one quantity and get a percentage discount".
  • Sales Order: Added the field "Required Delivery Date" in the document header.
  • Added the option "Prevent selling to frozen customers" in the Sales settings.
  • Sales Invoice: Added the ability to link the invoice to more than one sales order.

Purchasing

  • Purchase Order: Added the field "Required Delivery Date" in the document header.
  • Purchase Invoice: Added the option "Automatically update the cost price" in the document header.
  • Added the report "Overdue Purchase Orders" by required delivery date.

Accounting

  • Receipt Voucher: Added the option "Automatically create a credit note for the difference" when the collected amount increases.
  • Payment Voucher: Added the option "Automatically create a debit note for the difference" when the disbursed amount decreases.
  • Added the report "Detailed Debt Aging" grouped by customer and invoice.

Service Center

  • Work Order: Added the field "Required Delivery Date" in the document header.
  • Added the report "Overdue Work Orders" by delivery date.
  • Work Order: Added the option "Send an alert when the delivery date approaches".

Human Resources

  • Salary Voucher: Added the ability to print a detailed statement for each employee separately.
  • Added the option "Calculate commission on net sales" in the Human Resources settings.
  • Employee File: Added the field "Residence Expiry Date" with expiry alerts.
  • Added the report "Employees with Expiring Residence".

Manufacturing

  • Production Order: Added the field "Required Delivery Date" in the document header.
  • Production Execution Document: Added the option "Automatically update the product cost" in the document header.
  • Added the report "Overdue Production Orders".

Banks

  • Letter of Guarantee: Added the field "Guarantee Expiry Date" with expiry alerts.
  • Added the report "Expired Letters of Guarantee".
  • Bank Reconciliation: Improved the automatic reconciliation process.

Point of Sale

  • Added the ability to display the item balance in Point of Sale.
  • Added the option "Prevent selling when there is not enough balance" in the Point of Sale settings.
  • Added the ability to print the daily sales report from Point of Sale.

Settings

  • Added the option "Send email alerts" for the various warnings.
  • Scheduled Task: Added the ability to schedule reports for sending by email.
  • Added the option "Automatic backup" in Global Config.
  • Improved the permissions management mechanism to include more detailed permissions.

Fixes

Inventory

  • Stock Taking Document: Fixed an issue where calculation errors appeared when the automatic adjustment document option was enabled.
  • Item File: Fixed an issue where the entered minimum and maximum values were not validated.
  • Stock Receipt: Fixed an issue where the cost price update was not applied across all warehouses when the option was enabled.

Sales

  • Sales Invoice: Fixed an issue where quantity errors appeared when the invoice was linked to more than one sales order.
  • Price Quotations: Fixed an issue where the new "buy a quantity and get a discount" offer did not work with all item types.
  • Sales Order: Fixed an issue where no warning message appeared when a delivery date in the past was entered.

Purchasing

  • Purchase Invoice: Fixed an issue where the cost price update was not applied to linked items when the option was enabled.
  • Purchase Order: Fixed an issue where the overdue orders report did not show all due orders.

Accounting

  • Receipt Voucher: Fixed an issue where an automatically created credit note was not correctly linked to the original voucher.
  • Debt Aging Report: Fixed an issue where amounts were not calculated correctly in some cases.

Service Center

  • Work Order: Fixed an issue where delivery-date-approaching alerts did not work with all order types.
  • Overdue Orders Report: Fixed an issue where the status of completed orders was not updated.

Human Resources

  • Salary Voucher: Fixed an issue where some items were missing when printing the detailed statement.
  • Commission on Net Sales: Fixed an issue where discounts were not calculated correctly.
  • Residence Expiry Alerts: Fixed an issue where they did not work with all residence types.

Manufacturing

  • Production Execution Document: Fixed an issue where the product cost update was not applied across all warehouses.
  • Overdue Production Orders Report: Fixed an issue where pending orders were not shown.

Banks

  • Letter of Guarantee Expiry Alerts: Fixed an issue where they did not work with all letter types.
  • Automatic Bank Reconciliation: Fixed an issue where it ran into problems with complex operations.

Point of Sale

  • Item Balance Display: Fixed an issue where the correct balance was not shown in all cases.
  • Prevent Selling When No Balance Exists: Fixed an issue where it did not work with items having multiple units.
  • Daily Sales Report: Fixed an issue where it did not include all recorded operations.

General Improvements

  • Improved system performance when handling large volumes of data.
  • Improved the user interface to be clearer.
  • Added more validations to ensure the correctness of entered data.
  • Improved the backup system to cover all data types.