Nama ERP Release Notes - November 2019

Release Information

Release Date: November 2019
Release Number: 2019.11

Additions

Inventory

• Added the field From Unit To Unit to the Item Unit Adjustment document; when both fields are entered, the unit adjustment is applied to the specified range
• Added the fields (Additional Location Code 1, Additional Location Code 2, Additional Location Code 3) to the line details of the Stock Taking document
• Additional Receiving Costs: Added the grid for distributing costs across items and warehouses
• Improved the Item Barcode Renumbering document so that it takes the analytical mode into account, and added the dimensions (From Analytical Group To Analytical Group and From Analytical Section To Analytical Section)
• Added the field Additional Container Code to the Warehouse Transfer Request document
• Cost Price Adjustment Document: Added the dimensions (From Analytical Group To Analytical Group and From Analytical Section To Analytical Section)

Sales

• Added the option Apply the Sales Invoice Discount Offer to Sales Return Invoices to the Sales Return Invoice term config
• Sales Order: Added the Additional Representatives group, which contains 3 fields (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Quotations: Added the option Do Not Calculate the Average Selling Price for Free Items in the Offer to the Quotations term config
• Quotation: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Sales Invoice: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Added the option Group the Follow-up View by Item and Unit to the Sales Order term config; when this option is enabled, the system groups the quantities for the same item and unit into a single line
• Sales Invoice: In the Customer Information Update table, added a field for the customer's tax number
• Sales Order: Added the option Group Printing by Item and Unit to the Sales Order term config
• Added the field Reference as an optional field on the lines of Sales documents. It can be displayed by editing the screen

Purchasing

• Purchase Invoice: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Purchase Request: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Accounting

• Disbursement Permits: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Voucher Group: Added the Additional Representatives group, which contains 3 fields (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Bank Reconciliation Memo: Added dimensions to the document header (From Date To Date) so that system transactions are displayed for the specified period
• Receipt & Payment Vouchers: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Bank Reconciliation Memo: Added the fields System Transaction Type and System Transaction Group to the Bank Reconciliation Memo details
• Added the option Allow Entering a Voucher Group with a Duplicate Line ID to the Accounting Configuration

Contracting

• Contracting Opening Document: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Extract and Disbursement Permits: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Project Contract: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Subcontract: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Service Center

• Service Center Documents: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Human Resources

• Salary Voucher: Added the Direct Manager Substitute group as an optional field in the document header; it can be displayed by editing the screen
• Employee File: Added the Direct Manager Substitute group as an optional field; it can be displayed by editing the screen
• Added the optional field Work Team to the Employee File; it can be displayed by editing the screen
• Electronic Tasks: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Employee File: Added the Additional Representatives group, which contains 3 fields (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Human Resources Documents: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Fixed Assets

• Fixed Assets Documents: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Real Estate

• Real Estate Documents: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Contracting Maintenance

• Contracting Maintenance Documents: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Customer Relationship Management (CRM)

• Trouble Tickets & Tasks: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Settings

• User File: Added the ability to include additional representatives (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Employee File: Added a List View of the master files in which this employee is registered as a representative or an additional representative
• User File: Added a List View of the master files in which this user is registered as a representative or an additional representative
• Representative File: Added a List View of the master files in which this representative is registered as a representative or an additional representative
• Added the option Show Search in Query Results to the Global Config
• Added the field Custom Arabic Title to the Reports File
• Added the field Custom English Title to the Reports File
• Quick Search Settings File: Added the option Use Results for the Main File Only
• Company File: Added the Additional Representatives group, which contains 3 fields (Additional Representative 1, Additional Representative 2, Additional Representative 3)
• Branch File: Added the Additional Representatives group, which contains 3 fields (Additional Representative 1, Additional Representative 2, Additional Representative 3)

Reports

• Attendance Report 004HRS-SYSR: Added the parameter Work Team to the report
• Miscellaneous Reports: Added the ability to search Arabic and English report names in the search box inside the Report Viewer
• Additional Representatives Report: Created a new report to display all master files that contain specific additional representatives
• Account Balances Report 004ACC-SYSR: Added the parameter From Additional Representative 1 To Additional Representative 1
• Detailed Account Statement Report 001ACC-SYSR: Added the parameter From Additional Representative 1 To Additional Representative 1

New GUI

• Added the ability to select additional representatives in all screens that support this feature
• Improved the search interface to be easier to use
• Added support for advanced search in master files using additional representatives

Fixes

Inventory

• Fixed an issue where posting an opening stock balance from more than one company only posted the first company's data, and did not post the other companies' data
• Warehouse Transfer Requests: Fixed an issue where, when using the Mandatory Locator option without a default locator specified, the locator was deleted from the lines on save, which prevented the save from completing
• Stock Taking: Fixed an issue where entering a count quantity lower than the actual quantity did not show the difference in the Count Difference column
• Additional Receiving Costs Document: Fixed an issue where, when trying to distribute costs across specific items, the items were not displayed correctly in the distribution grid

Sales

• Quotations: Fixed an issue where, when applying a percentage discount to a quotation, the discount was not calculated correctly on free items
• Sales Order: Fixed an issue where, when using the print grouping option, items with the same code but different units were not grouped
• Sales Invoice: Fixed an issue where, in some cases, entering additional representatives did not save their data
• Invoice Offers: Fixed an issue where invoice discount offers were not applied correctly when free items were present

Purchasing

• Purchase Invoice: Fixed an issue where, when applying vendor discounts while price lists exist, manually entered discounts were deleted
• Purchase Request: Fixed an issue where, when trying to create a Purchase Invoice based on a Purchase Request, the additional representatives were not carried over correctly

Accounting

• Bank Reconciliation Memo: Fixed an issue where entering a large date period made the system slow to display transactions
• Receipt & Payment Vouchers: Fixed an issue where entering additional representatives did not show them in printed reports
• Voucher Group: Fixed an issue where, in some cases, a duplicate line ID could not be saved even with the relevant option enabled

Human Resources

• Salary Voucher: Fixed an issue where, when specifying the Direct Manager Substitute, this information was not shown in reports
• Electronic Tasks: Fixed an issue where alerts were not sent to the additional representatives linked to the task
• Employee File: Fixed an issue where, in some cases, entering the Work Team did not save this information

Contracting

• Extracts: Fixed an issue where entering additional representatives did not carry them over to the linked Disbursement Permits
• Project Contract: Fixed an issue where additional representatives were not shown in some contract-related reports

Settings

• Quick Search: Fixed an issue where, when using the "Results for the Main File Only" option, search results did not appear in some cases
• Reports File: Fixed an issue where custom titles did not display correctly in all languages
• Representative File: Fixed an issue where the master files List View did not display all the required data

Reports

• Additional Representatives Report: Fixed an issue where it did not display all files containing additional representatives
• Attendance Report: Fixed an issue where, when using the Work Team filter, not all the required results appeared
• Miscellaneous Reports: Fixed an issue where searching report names did not work correctly with English names

New GUI

• Fixed an issue where, when selecting additional representatives, they were not displayed correctly in some screens
• Fixed an issue where advanced search using additional representatives did not give accurate results in all cases