Nama ERP Release Notes - April 2019

Release Information

Release Date: April 2019
Release Number: 201904

Additions

Sales

• Quotation: Added the option "Export Items to Excel" in the More menu on the quotation.
• Sales Invoice: Added the option "Stop Quantity Reservation" to the More menu on the Sales Invoice document.
• Sales Order - Sales Invoice: When converting a Sales Order into a Sales Invoice, added the option "Do Not Carry Over Fulfilled Quantities" to avoid carrying over quantities that were already fulfilled.
• Sales Invoice: Added the option "Update Sales Prices" in the More menu to update the sales prices of the items on the invoice.
• Quotation: Added the entity flow printOfferAndSendViaEmailsAndSMS to print and send the quotation by email and SMS.
• Sales Order: Added the option "Update Sales Prices" in the More menu.
• Bill of Lading: Added the entity flow collectShipmentItemsFromSalesOrder to consolidate shipment items from the sales order.
• Quotation: Added the entity flow duplicateLastOffer, "Copy Last Quotation", in the More menu.
• Sales Invoice: Added the entity flow updateSalesPrices, "Update Sales Prices", in the More menu.
• Sales Order: Added the entity flow updateSalesPrices, "Update Sales Prices", in the More menu.
• Added the document "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.

Purchasing

• Purchase Invoice: Added the entity flow reversePurchasesInvoice, "Reverse the Purchase Invoice", in the More menu, to reverse the effects of the Purchase Invoice.
• 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 the entity flow collectToOnePurchasesInvoice, "Consolidate Purchase Invoices", in the More menu, to merge several invoices into a single invoice.
• Purchase Order: Added the entity flow generatePurchasesInvoicesFromPos, "Generate Purchase Invoices from Purchase Orders", in the More menu.
• Purchase Invoice: Improved the entity flow collectToOnePurchasesInvoice so that it copies the criteria and references from the original invoices.

Inventory

• Stock Issue Voucher: Added the option "Consolidate Similar Items" to consolidate items with the same type, unit and Lot into a single line.
• Stock Transfer: Improved the Stock Transfer so that it takes the item's "Within Safety Stock" field into account, and only transfers the quantity above the safety stock.
• Goods Receipt Voucher: Added the option "Update Purchase Prices" in the More menu to update the purchase prices of the items.
• Issue Request: Added the entity flow collectDispenseRequestItems, "Consolidate Issue Request Items", to merge similar issue requests.
• Goods Receipt Voucher: Added the entity flow updatePurchasesPrices, "Update Purchase Prices", in the More menu.
• Issue Request: Added the entity flow collectDispenseRequestItems in the More menu.
• 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

• Salary Analysis: Added a salary analysis showing the salary components and their formulas.
• 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.
• Suspension Types: Added the option "Suspend End-of-Service Dues".
• Added the document "Cash Payment Receipt to Employee" (cashPaidToEmployee).
• 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.
• 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.
• When issuing a payment voucher for an employee, a reversing journal entry is now generated.

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.