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Nama ERP Release Notes - September 2018

Release Information

Release Date: September 2018
Release Number: 201809

Additions

Inventory

  • Stock Taking Document: Added the option "Save stock take details to a separate file" in the document header.
  • Item File: Added the field "Reorder Level" for items with automatic alerts.
  • Added the report "Items Below Reorder Level" with advanced filtering.
  • Stock Receipt: Added the ability to link the receipt to more than one purchase order.
  • Added the option "Apply FIFO to items with an expiry date" in the Distribution Management settings.

Sales

  • Sales Invoice: Added the fields "Shipment Number" and "Shipping Company" in the document header.
  • Price Quotations: Added the offer "Buy X and get Y free" with advanced conditions.
  • Sales Order: Added the option "Send order status updates by SMS".
  • Added the report "Profit Margin Analysis" by item, customer and period.
  • Sales Invoice: Added the ability to split the invoice across several sales representatives.

Purchasing

  • Purchase Invoice: Added the field "Internal Shipment Number" in the document header.
  • Purchase Order: Added the option "Request receipt confirmation from the vendor".
  • Added the report "Vendor Performance Analysis" by delivery speed and quality.
  • Purchase Invoice: Added the ability to automatically distribute additional expenses.

Accounting

  • Receipt Voucher: Added the option "Save payment details in the attachments" in the document header.
  • Payment Voucher: Added the field "Final Beneficiary" for financial tracking.
  • Added the report "Financial Liquidity Analysis" with performance indicators.
  • Journal Entry: Added the ability to link the entry to multiple supporting documents.

Service Center

  • Work Order: Added the field "Service Quality Rating" on a scale of 1-5.
  • Added the report "Customer Satisfaction" by service type and technician.
  • Work Order: Added the ability to track spare-parts consumption in detail.
  • Added the "Real-Time Performance Indicators" dashboard for service centers.

Human Resources

  • Salary Voucher: Added the ability to customize salary items by department.
  • Added the field "Passport Number" in the employee file with number validation.
  • Leave Voucher: Added the option "Apply the graduated leave policy".
  • Added the report "Employee Efficiency" by projects and tasks.

Manufacturing

  • Production Order: Added the field "Required Quality Standards" in the document header.
  • Production Execution Document: Added the ability to record quality-inspection results.
  • Added the report "Detailed Production Costs" by production stage.
  • Production Order: Added the ability to link the order to the master production plan.

Banks

  • Letter of Guarantee: Added the field "Purpose of the Guarantee" with a selection list.
  • Added the report "Letters of Guarantee Obligations" by bank and customer.
  • Cheques: Added the ability to print the cheque list with a barcode.
  • Bank Reconciliation: Added the ability to reconcile operations in batches.

Point of Sale

  • Added support for advanced thermal invoice printers.
  • Added the option "Show offer details to the customer" on screen.
  • Added the ability to manage loyalty programs and reward points.
  • Added the report "Point of Sale Performance" with time-based comparisons.

Real Estate

  • Sales Contract: Added the field "Down Payment Percentage" with automatic calculations.
  • Added the report "Real Estate Unit Status" by project and status.
  • Collect Document: Added the ability to apply early-payment discounts.

Settings

  • Added the option "Enable advanced financial audit" in Global Config.
  • Scheduled Task: Added the ability to schedule monthly performance reports.
  • Added the "Time-Based Access Control" system for sensitive documents.
  • Improved the attachment management system to support larger sizes.
  • Added the option "Encrypt communications" with remote databases.

Fixes

Inventory

  • Stock Taking Document: Fixed an issue where the save path was not correctly determined when saving stock take details to a separate file.
  • Item File: Fixed an issue where no clear error message appeared when an invalid reorder level was entered.
  • Items Below Reorder Level Report: Fixed an issue where some filters were not applied correctly.
  • Stock Receipt: Fixed an issue where conflicting quantities appeared when linking the receipt to more than one purchase order.

Sales

  • Sales Invoice: Fixed an issue where commissions were not distributed correctly when the invoice was split across several sales representatives.
  • Price Quotations: Fixed an issue where the new "buy X and get Y" offer did not work with complex conditions.
  • Sales Order: Fixed an issue where sending status updates by SMS did not include all the required details.
  • Profit Margin Analysis Report: Fixed an issue where additional costs were not calculated accurately.

Purchasing

  • Purchase Invoice: Fixed an issue where the proportional distribution was not correct when distributing additional expenses.
  • Purchase Order: Fixed an issue where requesting receipt confirmation did not work with all vendor types.
  • Vendor Performance Analysis Report: Fixed an issue where quality indicators were not calculated accurately.

Accounting

  • Receipt and Payment Vouchers: Fixed an issue where saving payment details in the attachments ran into problems with large files.
  • Liquidity Analysis Report: Fixed an issue where data was not updated in real time.
  • Journal Entry: Fixed an issue where linking the entry to multiple documents did not work in all cases.

Service Center

  • Work Order: Fixed an issue where the service quality rating was not saved in some cases.
  • Customer Satisfaction Report: Fixed an issue where data was not grouped correctly by time period.
  • Spare-Parts Consumption Tracking: Fixed an issue where quantities were not automatically deducted from stock.
  • Performance Indicators Dashboard: Fixed an issue where data was not updated at the required speed.

Human Resources

  • Salary Item Customization: Fixed an issue where it did not work with all departments and job grades.
  • Passport Number: Fixed an issue where number validation did not cover all nationalities.
  • Graduated Leave Policy: Fixed an issue where it was not applied correctly to new employees.
  • Employee Efficiency Report: Fixed an issue where it did not include all completed projects and tasks.

Manufacturing

  • Required Quality Standards: Fixed an issue where compliance with the standards was not checked before delivery.
  • Recording Quality-Inspection Results: Fixed an issue where saving the detailed results ran into problems.
  • Production Costs Report: Fixed an issue where it did not include all indirect costs.
  • Linking a Production Order to the Production Plan: Fixed an issue where it did not work with long-term plans.

Banks

  • Letter of Guarantee Purpose: Fixed an issue where the purpose was not saved in all cases.
  • Letters of Guarantee Obligations Report: Fixed an issue where obligations were not grouped correctly.
  • Printing the Cheque List: Fixed an issue where the barcode was not generated in the required format.
  • Reconciling Operations in Batches: Fixed an issue where it ran into problems with large operations.

Point of Sale

  • Thermal Invoice Printers: Fixed an issue where they did not work with all advanced printer types.
  • Offer Details Display: Fixed an issue where not all offer conditions were shown to the customer.
  • Loyalty Programs and Reward Points: Fixed an issue where problems occurred when calculating points.
  • Point of Sale Performance Report: Fixed an issue where the time-based comparisons were not accurate.

Real Estate

  • Down Payment Percentage: Fixed an issue where the automatic calculations did not include all fees.
  • Unit Status Report: Fixed an issue where statuses were not updated instantly.
  • Early-Payment Discounts: Fixed an issue where they were not applied to all contract types.

General Improvements

  • Improved system security by adding advanced data encryption.
  • Improved database performance by optimizing complex queries.
  • Updated the user interface to support high-resolution screens.
  • Added more customization options for dashboards.
  • Improved the backup system to support advanced compression.