Nama ERP Release Notes - December 2018
Release Information
Release Date: December 2018
Release Number: 201812
Additions
Inventory
- Stock Taking Voucher: Added the option "Automatically generate the final inventory count report" in the document header.
- Item File: Added an "Item of the Year" field to identify the best-selling items.
- Added the "Year-End Inventory Analysis" report with item values and losses.
- Stock Receipt Voucher: Added the option "Automatically calculate shipping and clearance cost".
- Added the option "Archive inventory data for the ended year" in the distribution management settings.
Sales
- Sales Invoice: Added a "Customer Service Rating" field in the document header.
- Price Quotations: Added a "Special Year-End Offers" offer with a defined validity period.
- Sales Order: Added the option "Calculate annual bonuses for sales representatives".
- Added the "Annual Sales Summary" report with comprehensive comparisons and analyses.
- Sales Invoice: Added the ability to issue electronic warranty certificates.
Purchasing
- Purchase Invoice: Added a "Year-End Supplier Rating" field in the document header.
- Purchase Order: Added the option "Review annual contracts with suppliers".
- Added the "Annual Purchasing Summary" report by supplier, category and value.
- Purchase Invoice: Added the ability to calculate annual purchasing savings.
Accounting
- Receipt Voucher: Added the option "Close customer accounts for year-end" in the document header.
- Payment Voucher: Added an "Expense Tax Classification" field for tax return purposes.
- Added the final "Annual Balance Sheet and Income Statement" report.
- Journal Voucher: Added the ability to automatically create fiscal year-closing entries.
Service Center
- Job Order: Added a "Annual Services Summary for the Customer" field.
- Added the "Annual Service Statistics" report by device type and service.
- Job Order: Added the ability to create new annual maintenance contracts.
- Added the "Annual Performance Indicators" dashboard for service centers.
Human Resources
- Salary Voucher: Added the ability to calculate the annual bonus and quarter-salary.
- Added a "Final Annual Performance Evaluation" field in the employee file.
- Leave Voucher: Added the option "Settle leave balance for year-end".
- Added the "Annual HR Summary" report with statistics and indicators.
Manufacturing
- Production Order: Added a "Production Plan for Next Year" field in the document header.
- Production Execution Document: Added the ability to calculate total annual costs.
- Added the "Annual Production Efficiency" report with comparisons of targets and achievements.
- Production Order: Added the ability to plan production capacity for next year.
Banks
- Letter of Guarantee: Added a "Review of Expiring Letters of Guarantee" field for year-end.
- Added the "Annual Banking Operations Summary" report by bank and currency.
- Cheques: Added the ability to create a new chequebook for next year.
- Bank Reconciliation Note: Added the ability to close reconciliations for year-end.
Point of Sale
- Added the ability to generate year-end sales reports.
- Added the option "Special Year-End Offers and Discounts".
- Added the ability to calculate year-end commissions for cashiers.
- Added the "Annual Point of Sale Performance" report with comparisons.
Real Estate
- Sales Contract: Added a "Contract Review for Year-End" field with updates.
- Added the "Annual Real Estate Investment Summary" report with returns and risks.
- Collect Document: Added the ability to calculate final annual revenues.
Settings
- Added the option "Prepare the System for the New Fiscal Year" in Global Config.
- Scheduled Task: Added the ability to schedule year-end closing tasks.
- Added a "Historical Data Archiving" system for ended years.
- Improved the backup system to support year-end backups.
- Added the option "Prepare Annual Government Reports".
Fixes
Inventory
- Stock Taking Voucher: Fixed an issue where not all transactions for the specified period appeared when generating the final inventory count report.
- Item File: Fixed an issue where identifying the item of the year did not rely on comprehensive evaluation criteria.
- Year-End Inventory Analysis report: Fixed an issue where it did not include all types of losses and damage.
- Shipping cost calculation: Fixed an issue where costs were not distributed across all items in the shipment.
Sales
- Sales Invoice: Fixed an issue where the customer service rating was not saved in the customer satisfaction database.
- Year-End Offers: Fixed an issue where they did not apply to customers with special pricing agreements.
- Annual bonus calculation: Fixed an issue where it did not include commissions on deferred sales.
- Annual Sales Summary report: Fixed an issue where the comparisons did not include the impact of inflation and price changes.
Purchasing
- Year-End Supplier Rating: Fixed an issue where it did not include quality criteria and delivery-date compliance.
- Annual contract review: Fixed an issue where it did not include temporary contracts and sub-agreements.
- Annual Purchasing Summary report: Fixed an issue where it did not include late returns and discounts.
- Purchasing savings calculation: Fixed an issue where it did not include savings from price negotiation.
Accounting
- Closing customer accounts: Fixed an issue where accounts with pending balances were not processed correctly.
- Expense Tax Classification: Fixed an issue where it did not apply to all expense and cost types.
- Annual Balance Sheet report: Fixed an issue where some accounts did not appear under the correct classification.
- Fiscal year-closing entries: Fixed an issue where they did not include all transitional accounts.
Service Center
- Annual Services Summary: Fixed an issue where it did not include services provided outside working hours.
- Service Statistics report: Fixed an issue where data was not aggregated accurately by geographic region.
- Annual maintenance contracts: Fixed an issue where they were not integrated with updated spare part prices.
- Annual Performance Indicators: Fixed an issue where they did not include comprehensive customer satisfaction indicators.
Human Resources
- Annual bonus calculation: Fixed an issue where it did not apply to employees who had recently joined.
- Final Annual Performance Evaluation: Fixed an issue where it did not include evaluations of activities outside the scope of work.
- Leave balance settlement: Fixed an issue where it did not account for different policies by job type.
- Annual HR Summary report: Fixed an issue where it did not include training and development costs.
Manufacturing
- Production Plan for Next Year: Fixed an issue where it did not account for expected technical developments.
- Annual cost calculation: Fixed an issue where it did not include maintenance and development costs.
- Annual Production Efficiency report: Fixed an issue where it did not compare results with industry standards.
- Production capacity planning: Fixed an issue where it did not account for planned plant expansions.
Banks
- Review of expiring letters of guarantee: Fixed an issue where it did not include automatically renewed letters.
- Annual Banking Operations report: Fixed an issue where it did not include bank fees and commissions.
- New chequebook: Fixed an issue where it was not correctly linked to the bank account.
- Closing bank reconciliations: Fixed an issue where it encountered problems with pending transactions.
Point of Sale
- Year-end reports: Fixed an issue where they did not include deferred credit card sales.
- Year-end offers: Fixed an issue where they did not apply to items with previously fixed prices.
- Year-end commissions: Fixed an issue where they did not include commissions on cancelled or returned sales.
- Point of Sale Performance report: Fixed an issue where comparisons did not account for the difference in working days between years.
Real Estate
- Contract review for year-end: Fixed an issue where it did not include deferred or pending contracts.
- Annual Investment Summary report: Fixed an issue where it did not include the impact of real estate price fluctuations.
- Annual revenue calculation: Fixed an issue where it did not include revenue from additional services.
General Improvements
- Improved system performance to handle heavy year-end operations.
- Updated the user interface to facilitate annual closing operations.
- Added more annual analytical reports.
- Improved the security system to protect important historical data.
- Developed helper tools to facilitate the transition to the new fiscal year.