Nama ERP Release Notes - March 2019

Release Information

Release Date: March 2019
Release Number: 201903

Additions

Sales

• Quotation: Added a button to copy the last quotation in the More menu.
• Copying a Quotation: When copying, there are two options: a full copy or a copy without lines (noting that a full copy only copies the details, and the details are: letter attachments, features, clauses, discounts and expenses, payment schedules, criteria, commissions).
• If it is copied in full, the links connecting the grids are also copied.
• Quotation: Added the entity flow sendOfferViaEmailsAndSMS to send the quotation by email and SMS.
• Added a new document named Items and Services Sales (SalesItemsAndServices), which shows the sales details for each salesperson and includes a set of features: it works like the Salesperson Sales Inquiry document, and it calculates the profits on sales for each item.
• Bill of Lading Document: A shipment icon now appears on each line to let the user know whether or not there is a shipment on the line.
• Sales Invoice: Added the option "Change the Date for the Invoices to Be Generated" for the entity flow generateInvoicesFromBols, and added the warehouse and branch dimension.
• Bill of Lading: Added the entity flow collectUnsentItemsFromSalesOrder on the open bill of lading.
• Added the Bill of Lading entity flow collectUnsentItemsFromSalesOrder2.
• Sales Quotation - Sales Contract - Sales Order: When a quotation document is created and a sales contract is then created based on it, the system copies the distance value from the quotation to the sales contract.
• Added the field "Contract Number" to the Sales Order document.
• Sales Order - Bill of Lading: When creating a bill of lading from a sales order, or a sales order from a bill of lading, the criteria are copied.
• Added the field "Allow Skipping Quantity Tracking" to the Bill of Lading document.
• Added the option "Allow Going Negative for an Item with No Quantity in the Warehouse" in the Sales settings.

Purchasing

• Purchase Invoice: Added the two fields "Discount from the Invoice Header" and "Tax from the Invoice Header" to show the values found in the discounts/expenses and taxes tables.
• Purchase Invoice: Added an icon next to the "Received" field on the Purchase Invoice lines to indicate that there are stock movements (stock vouchers) linked to the line.
• Purchase Invoice: Added an entity flow titled "Consolidate Goods Receipt Vouchers" to create a single document out of several documents.
• Developed the entity flow collectToOneGoodsReceipt for consolidating goods receipt vouchers so that it takes the undispensed quantity (notDispensedQty) instead of the base quantity (quantity).
• Added the warehouse and branch dimension to the entity flow collectToOneGoodsReceipt.

Inventory

• Stock Issue Voucher: For an issue request, the system first consolidates lines based on the same item, unit and Lot, adding up the quantities, then processes each line after the consolidation.
• Stock Issue Voucher: Processing of lines that contain the same item in an issue request (if there are 100 of item A and 300 of item A in the request voucher, clicking Yes on the voucher now places 100 in the first line and 300 in the second line).
• Stock Transfer: The "Within Safety Stock" field for the item is now taken into account when performing a transfer — for example, if there is a transfer of the item with a quantity of 10, the item's safety stock is 11, and the available quantity is 15, the transfer moves only 4 and leaves 11 in the warehouse.
• Added the field "Allow Going Negative" on the lines of the Stock Issue Voucher document.
• Added the option "Allow Going Negative for an Item with No Quantity in the Warehouse" in the Inventory settings.
• Added the option "Allow Issuing Consignment Goods" for warehouses.
• When the option "Allow Issuing Consignment Goods" is checked in the warehouse settings, and a stock issue is performed, the system loads the Lots into the grid and allows issuing from them even if the consignment quantity equals the total quantity.

Human Resources

• Prior Service Addition Voucher: Improved so that, when there is no dues settlement voucher for an employee, the default settings are used.
• Sales Order: Added the "Labor Law" dimension to both the employee lines and the labor lines on the Sales Order.
• Salary Analysis: Added a salary analysis showing the salary components and their formulas.
• Employee Overtime and the Overtime Record: Added the fields "Night Hour From" and "Night Hour To" so that if the overtime falls within this period, it is considered night overtime.
• Tax Formula: Added the following variables: the monthly tax percentage (percIncomeMonthlyPerc), the tax value for the prior months of the year (prevIncomeVal), the value of the taxable salary components for the prior months of the year (prevtaxableVal).
• Accounting for Fractions of an Hour - Night Work Hours: Fractions of an hour are now taken into account in night work hours.
• Update Overtime by Date: Added this document to calculate overtime from one date to another.
• Added the option "Do Not Consider Insurance in Report 41" in the Human Resources settings.
• Added an entity flow on the Payroll Record document, "Update the Payroll Record According to the Employee File", so that when an employee's salary is issued and the basic salary is then modified, the employee's new basic salary is placed in the payroll record.
• Employee Document: Added the entity flow updateEmployeeSalaryList, "Update the Payroll Record According to the Employee File".
• Job Offer, Update Employee Data, Employee's Desire to Terminate Service, and Employee Termination documents: Added the field "Decision Number".
• Salary Suspension: Enabled suspending a salary on the record without affecting the settlement, and added the option "Suspend End-of-Service Dues" to the Salary Suspension document and its settings in the Salary Suspension Types file.
• When issuing a payment voucher for an employee, a reversing journal entry is now generated.
• Suspension Types: Added the option "Suspend End-of-Service Dues".
• Added the document "Cash Payment Receipt to Employee" (cashPaidToEmployee).

Fixed Assets

• Asset File: Added a collection custDepsHistory containing a table showing the depreciation start and end dates, and another with the warranty start and end dates.
• Asset File: Added the depreciation and warranty value for each period to the grid.
• Asset File: Added the location field to the grid.
• Asset File: With every change to the dates or values related to depreciation in the asset file, the system now keeps them in the grid.
• When depreciating an asset, the dates now appear as they were in the first depreciation performed (start date and end date).

Point of Sale

• Added the point of sale warehouse to the data migration.
• To fix an issue with enabling the alternate commission mechanism, the option "Enable the Alternate Commission Mechanism" was added in the Global Config window of the Point of Sale module.
• Added the field posinvoicedetails.unitPrice and the field posinvoicedetails.tax.
• Added the ability to open the cash drawer without making a sale.
• Improved the Point of Sale screen by adding a "Confirm Before Closing" setting in Global Config, along with the message "Do you want to close the screen?".

Banks

• Issued Cheque Document: Added the entity flow "Cancel Deposit" — when triggered, it returns the cheque from Deposited status to Issued status.

Project Management

• Project Document: Added the entity flow calculateActualCostsFromLedger, "Calculate the Project's Actual Costs".
• Added the Project Actual Costs table (ActualProjectCostFromLedger).

Contracting Installations

• Contracting Contract: The message "Required Data Not Found" used to appear on entry — this has been fixed.
• Contracting Quotation, Contracting Contract: Added clauses to the terms.
• Contracting Quotation and Contract: Added the field priceListId (Price List) to the header of the Contracting Quotation and the header of the Contract.
• Terms: Added the option "The Stage Can Be Modified".
• Added the payment schedule table to the Contracting Quotation, the Contracting Contract, and the Extract.
• Added terms to both the Contracting Quotation and the Assay.

Settings

• Field Help: Added the option "Enable Help For", which contains three options:
  • All users
  • The users specified here
  • All users except those specified here
• Added the Global Config setting "Automatic Screen Reload Time in Minutes".
• Added improvements to allow the customer to send SMS through Nama.
• Implemented all instances of CriteriaProcessingAdapter to use the variable whereCondition and add it to CriteriaTools.getCriteria when it is not empty.
• Added the fields "Countries Dimension" and "Regions Dimension" within the Region definition file.
• Added the field "Nama Developer Tag" to the Quick Help grid.
• Added the ability to define more than one category per user, and the ability to define a category at the company level and have it taken into account.
• Added a new sort type called "Tree" for screens and reports.
• Developed a mechanism for scheduling before- and after-functions so that they run before or after the scheduled task runs.
• Added the Lot dimension to the lines of the Distribution Management documents.
• Added handling for the field autoGenerateCodeJavaScript during the copy operation.
• Added a shortcut in dimensions (selection lists) of the (master-detail) type through the option "Vocabulary List ID".
• When applying (Click to Expand) to the Code field (from the field settings), the system displays an error message after the addition.
• Added the option "Allow Selecting All Values in the Dimension" to Settings.
• When creating the Android mobile app via the mobile apps path, it is now packaged and embedded directly in the repository.
• Improved the dimension so that if the customer typed a value into the selection field and wanted to attach a file, the system no longer clears the value.
• Added the option "Number of Rows Displayed in the Records List" in Global Config.
• Added the entity flow "Calculate Amounts from the Profit & Loss Report Screen" to calculate amounts in the Profit & Loss report.
• Added the entityInspector tool in Attachments.

Fixes

Inventory

• Item Card: Fixed an issue where the message "Required Data Not Found" appeared when saving the Item Card document.
• Item Card: Fixed an issue where the system converted item serial numbers on the Serials page into whole numbers, so it was only possible to search by number.
• Stock Transfer: Fixed an issue where running a Stock Transfer document by item or stock transfer codes (between different locations) and then saving the document could cause the system to display an error message.
• Fixed an issue where the Stock Issue Voucher document did not deduct quantities correctly.

Sales

• Sales Order - Sales Invoice: Fixed an issue where, if a customer had a tax policy, a Sales Order was created with the tax data of that policy, and a Sales Invoice was then created from the Sales Order — the tax information on the Sales Order did not carry over to the invoice.
• Fixed an issue in filtering the price list, where in some cases it did not retrieve the correct dimensions.
• Sales Return: Fixed an issue where, in some cases, an error appeared on the Sales Return when creating a Stock Issue Voucher.

Purchasing

• Purchase Invoice: Fixed an issue where, in some cases, the system displayed an error message when saving as a draft.
• Purchase Invoice: Fixed an issue where the system displayed the error message "No Vendor with the Specified Code" when saving as a draft.

Human Resources

• Attendance and Departure Data: Fixed an issue where the "Year" dimension did not work, and only year, month and day together worked.
• Meeting: Fixed an issue where the check was performed on the employee as well as the user, so that a user with no linked employee record could not enter the Meetings document.
• Employee Departure Data: Fixed an issue where the calculation was not performed for some employees.
• Uploading the Attendance and Departure File: Fixed an issue where, if an employee had a leave day in the middle of the week and the file was uploaded, the system automatically marked it as absence and did not take the leave into account.
• Fixed an issue where the Android app for leave requests did not work in some cases.
• Fixed an issue where creating a partial-day leave and clicking OK could show the message "Operation Cannot Be Performed".

Point of Sale

• Fixed an issue where cancelling the posting of Point of Sale invoice values to Nama caused the system to display an error message.
• Fixed an issue where, in some cases, applying a discount did not calculate the discount value correctly.

Fixed Assets

• Asset Location Transfer by Barcode Document: Fixed an issue where, after selecting the new location and scanning the asset's barcode, the system did not fill in the asset's information.
• Asset Depreciation Document: Fixed an issue where, when opening a new month and attempting to depreciate assets, the system displayed the message "Operation Cannot Be Performed".

Banks

• Issued Cheque: Fixed an issue where, in some cases, deposited and collected issued cheques did not generate a journal entry, while cheques still in Issued status did generate one.

Accounting

• General Journal: Fixed an issue where, if there was a saved dimension for the journal with a condition set on the "From" or "To" dimension, that condition did not work correctly.

Mobile Applications

• Fixed a data-collection issue: the mobile data collection tool showed the document to an employee who had no permission on that document.
• Issuance Document for Filling Data: Fixed an issue where the document was created without being filled in, and was sometimes empty.
• Mobile Inventory Count Document: Fixed an issue where, after performing an inventory count for the first time and then editing it a second time, the edit did not work.

Manufacturing

• Production Order: Fixed an issue where the "Start Status" dimension did not work.
• Finished Product Receipt Voucher: Fixed an issue where, in some cases, the "Damaged Quantity" field on the document was not filled in correctly.

Settings

• Task Scheduling: Fixed an issue where adding a rule to the schedule without adding a line to the grid caused the system to display an error message.
• Fixed an issue where, in some cases, exporting did not download the file.
• Fixed an issue where changing the browser zoom level changed the size of the menu icons.
• Fixed an issue where opening a screen slowly could result in a black screen.
• Fixed an issue where, in some cases, maximizing the screen (F11) could make the Ribbon disappear, only reappearing when the screen was restored to its normal size.
• Printing to PDF: Fixed an issue where, when the report to be printed exceeded 100 pages, the PDF was very slow.
• Connected System Users View: Fixed an issue where sorting records by date did not display correctly.
• Fixed an issue where, in some cases, errors occurred in processing financial data or stock quantities.