Skip to content

Nama ERP Release Notes - October 2018

Release Information

Release Date: October 2018
Release Number: 201810

Additions

Inventory

  • Stock Taking Voucher: Added the option "Compare inventory count results with the previous period" in the document header.
  • Item File: Added a "Turnover Rate" field with automatic monthly calculations.
  • Added the "Slow-Moving Analysis" report for items with treatment suggestions.
  • Stock Receipt Voucher: Added the option "Automatically update last purchase price".
  • Added the option "Alert for items nearing depletion" in the distribution management settings.

Sales

  • Sales Invoice: Added an "International Tracking Code" field for outbound shipments.
  • Price Quotations: Added a "Cumulative discount based on total annual purchases" offer.
  • Sales Order: Added the option "Send manufacturing completion notice to the customer".
  • Added the "Customer Behavior Analysis" report by order frequency and value.
  • Sales Invoice: Added the ability to link the invoice to a marketing campaign.

Purchasing

  • Purchase Invoice: Added a "Customs Release Number" field in the document header.
  • Purchase Order: Added the option "Request a sample before supply" for new items.
  • Added the "Supplier Price Comparison" report for a single item across periods.
  • Purchase Invoice: Added the ability to link the invoice to quality certificates.

Accounting

  • Receipt Voucher: Added the option "Automatically apply early payment discount" in the document header.
  • Payment Voucher: Added a "Required Approval Level" field based on the amount value.
  • Added the "Future Cash Flow Analysis" report based on obligations.
  • Journal Voucher: Added the ability to automatically generate suggested entries.

Service Center

  • Job Order: Added a "Warranty Type" field (standard warranty, extended warranty, out of warranty).
  • Added the "Warranty Costs" report by device type and period.
  • Job Order: Added the ability to track the device's previous maintenance history.
  • Added the "Device Fault Statistics" dashboard for pattern analysis.

Human Resources

  • Salary Voucher: Added the ability to calculate a performance bonus based on periodic evaluations.
  • Added a "Required Certificate Renewal Date" field in the employee file.
  • Leave Voucher: Added the option "Automatically notify the direct manager".
  • Added the "Hiring Cost Analysis" report by department and level.

Manufacturing

  • Production Order: Added a "Production Priority Level" field in the document header.
  • Production Execution Document: Added the ability to record downtime and its causes.
  • Added the "Equipment Utilization Efficiency" report based on actual operating hours.
  • Production Order: Added the ability to link the order to preventive maintenance requests.

Banks

  • Letter of Guarantee: Added a "Guarantee Amount in the Base Currency" field with automatic conversion.
  • Added the "Bank Risk Concentration" report by bank and customer.
  • Cheques: Added the ability to track rejected cheques and rejection reasons.
  • Bank Reconciliation Note: Added the ability to import multiple bank statements.

Point of Sale

  • Added the ability to support connected electronic weighing scales.
  • Added the option "Show complementary sale suggestions" based on purchase history.
  • Added the ability to manage pre-orders and reservations.
  • Added the "Peak Sales Analysis" report by hour and day.

Real Estate

  • Sales Contract: Added a "Financing Type" field (self-financed, bank-financed, mixed).
  • Added the "Return on Investment Rate" report by project and period.
  • Collect Document: Added the ability to automatically apply late payment interest.

Settings

  • Added the option "Enable Geographic Tracking for Sales" in Global Config.
  • Scheduled Task: Added the ability to schedule automatic exchange rate updates.
  • Added a "Document Version Control" system with change tracking.
  • Improved the multiple-database management system.
  • Added the option "Compress Historical Data" to improve performance.

Fixes

Inventory

  • Stock Taking Voucher: Fixed an issue where differences did not appear clearly when comparing inventory count results with the previous period.
  • Item File: Fixed an issue where sales downtime periods were not considered when calculating the turnover rate.
  • Slow-Moving Analysis report: Fixed an issue where the suggestions did not include all possible solutions.
  • Stock Receipt Voucher: Fixed an issue where updating the last purchase price was not applied across all warehouses.

Sales

  • Sales Invoice: Fixed an issue where results were not tracked accurately when linking the invoice to a marketing campaign.
  • Price Quotations: Fixed an issue where the cumulative discount did not work for customers with multiple branches.
  • Sales Order: Fixed an issue where the manufacturing completion notice did not include the expected shipping details.
  • Customer Behavior Analysis report: Fixed an issue where data for linked customers was not aggregated correctly.

Purchasing

  • Purchase Invoice: Fixed an issue where certificate details were not saved when linking the invoice to quality certificates.
  • Purchase Order: Fixed an issue where the pre-supply sample request did not work for all item categories.
  • Supplier Price Comparison report: Fixed an issue where currency differences were not considered correctly.

Accounting

  • Receipt Voucher: Fixed an issue where the early payment discount did not apply to invoices in different currencies.
  • Payment Voucher: Fixed an issue where the required approval level was not applied to all expense types.
  • Future Cash Flow Analysis report: Fixed an issue where it did not include all long-term obligations.
  • Journal Voucher: Fixed an issue where automatically suggested entries were not accurate in all cases.

Service Center

  • Job Order: Fixed an issue where the warranty type did not correctly affect the service cost calculation.
  • Warranty Costs report: Fixed an issue where indirect warranty costs were not included.
  • Previous maintenance history tracking: Fixed an issue where it did not work with devices transferred from other customers.
  • Fault Statistics dashboard: Fixed an issue where data was not updated with the required synchronization.

Human Resources

  • Performance bonus calculation: Fixed an issue where it did not work for employees with multiple evaluations.
  • Required Certificate Renewal Date: Fixed an issue where alerts did not work for all certificate types.
  • Direct manager notification: Fixed an issue where it was not sent when the manager was absent.
  • Hiring Cost Analysis report: Fixed an issue where it did not include training and qualification costs.

Manufacturing

  • Production Priority Level: Fixed an issue where it did not correctly affect production order scheduling.
  • Downtime recording: Fixed an issue where downtime was not linked to the resulting costs.
  • Equipment Utilization Efficiency report: Fixed an issue where it did not include planned maintenance time.
  • Linking the production order to maintenance requests: Fixed an issue where it did not work with urgent production orders.

Banks

  • Guarantee amount in the base currency: Fixed an issue where the automatic conversion did not use the latest exchange rates.
  • Bank Risk Concentration report: Fixed an issue where it did not include provided guarantees and insurances.
  • Rejected cheque tracking: Fixed an issue where the cheque status was not updated automatically in all cases.
  • Importing multiple bank statements: Fixed an issue where it encountered problems with different file formats.

Point of Sale

  • Electronic weighing scales: Fixed an issue where they did not work with all scale models.
  • Complementary sale suggestions: Fixed an issue where they were not accurate for new customers.
  • Pre-order management: Fixed an issue where it encountered problems with schedule updates.
  • Peak Sales Analysis report: Fixed an issue where data was not aggregated accurately by day of the week.

Real Estate

  • Financing Type: Fixed an issue where it did not correctly affect the calculation of installments and interest.
  • Return on Investment Rate report: Fixed an issue where it did not include all operating expenses in the calculation.
  • Automatic late payment interest: Fixed an issue where it was not applied to customers with special agreements.

General Improvements

  • Improved system security by adding optional two-factor authentication.
  • Improved system performance with very large databases.
  • Updated the user interface to support dark mode.
  • Added more export options for reports.
  • Improved the backup system to support incremental backups.