Nama ERP Release Notes - November 2020

Release Information

Release Date: November 2020
Release Number: Nama-ERP-202011
Release Type: Improvements and New Additions

Additions

Purchasing

• In the entity flow "Create Purchase Orders from a Purchase Quotation per Vendor", added a parameter that lets you set a criterion on the lines, so the flow applies only to those lines
• Developed a new document named "Purchase Price Comparison", to review the prices available for items across Purchase Price Lists and Quotations, then pick the lowest to issue Purchase Orders

Accounting

• Added the following options to the "Account Distribution" window:

  • Allocate to the sectors on the other side
  • Sector criterion on the lines of the other side
  • Allocate to the branches on the other side
  • Branch criterion on the lines of the other side
  • Allocate to the departments on the other side
  • Department criterion on the lines of the other side
  • Allocate to the analytical groups on the other side
  • Analytical group criterion on the lines of the other side
  • Allocate to the records on the other side
  • Record criterion on the lines of the other side
  • Allocate to Reference 1 on the other side
  • Reference 1 criterion on the lines of the other side
  • Allocate to Reference 2 on the other side
  • Reference 2 criterion on the lines of the other side

• Improved so that adding the invoice in Bank Transfer affects the Paid amount on the linked invoice and is treated the same as a Receipt Voucher

• Added 3 attachments to Receipt Voucher and Payment Voucher

• Payment Voucher: When choosing Based On a Payroll Record, improved so that the lines are filled only with the lines of the Salary Vouchers in the payroll record that are saved as Final, ignoring drafts

• Added 5 attachments to the header of Journal Voucher

Financial Statement Settings File

Added the following:

• A checkbox on the lines named Select Line

• 3 buttons on the Financial Statement Settings file to do the following:

  • Select all lines
  • Deselect all lines
  • Invert the selected lines

• A menu on the file header for the following fields, titled Default Settings, applying a post action to the selected lines when any of these values changes:

  • Change (Debit - Credit) for the selected lines
  • Change (Balance - Movement - Opening) for the selected lines
  • Change (the opening balance calculation formula) for the selected lines
  • Change (the total calculation formula) for the selected lines
  • Change (the Level) for the selected lines
  • Statement Type, containing (Income Statement - Balance Sheet - Cash Flow), so that selecting the source on the line takes the statement type into account

• Button Clear Codes

• Added a new column named "Restrict Search To" for pathText on the lines of the settings for the aforementioned documents

In the Financial Statement Issuance File

Did the following:

• Added the field Comparison Type
• Added a post action on the settings file so that selecting the file inserts default values from the settings file

Banks

• Bank Transfer window: The Bank Transfer is now taken into account when consolidating invoices, treating them as paid on the invoices
• Improved so that adding the invoice in Bank Transfer affects the Paid amount on the linked invoice and is treated the same as a Receipt Voucher

Contracting

• The Statistics screen inside the Project Contract does not correctly display the Extracts linked to the project

Real Estate

• Created the option "Copy the financial paper to the payment lines when creating a Receipt Voucher for a bank check financial paper" in the Real Estate settings

Hospital Management System

• In the Accommodation Transfer document, added a filter on the Form field so the system only searches for those with an accommodation

Manufacturing

• Added a select list to the Production Execution document term config named Generated Quality Inspection Type, containing (Quality Inspection Request - Quality Inspection Document); whichever is created depends on the book chosen — Generated Quality Inspection Type in the term config
• Added a book and term config for the Quality Inspection document in the Production Execution term config; the Quality Inspection document is only created after the book is added

New GUI

• Added the option "Use detail grids by default on mobile" to Global Config, so the detail grid editing screen shows by default on mobile devices — also added remembering whether the detail editing screen is open on computers and mobile phones

Fixed Assets

• Added the field "Asset Receipt Document" to the custody details in the Fixed Asset window
• Added the option "Use detail grids by default on mobile"

Point of Sale

• Added a button in the point of sale to Reset Columns on invoices, back to their original width if the column width was changed
• Added the fields "Sales Grid Height Ratio" and "Shortcut Buttons Height" to the size-editing table (opened from Help)
• Created a Consolidated Reference Document with a details grid that generates the reference file transferred to the point of sale

Settings

• Added the option "jasper-no-threads" to the nama.properties file, to make reports run in a single Thread only
• Added 5 fields (date) to the Vehicle page - custody details grid
• Added the field "Maximum number of lines for vouchers and files" to Global Config
• Added the grid "Maximum number of lines for vouchers and files" to Fields & Screens Settings

Mobile Applications

• Allowed showing the following fields when printing Sales Orders:

  • {createdAtDate}
  • {createdAtTime}
  • {salesmanFromSettings}

• Also added the company's logo to the moduleapps settings, to be used in printing through the following:

  <img width='200' height='150' src="{companyLogo}" align="middle" alt="">

Reports

• Added a hyperlink on the asset code to open the Fixed Asset screen in the General Assets report (SYSR-AST003)

Fixes

Inventory

• Fixed an issue where, in the Assembly Request document - Supplied Items, adding the item and the assembly method on the line showed the error "The operation could not be performed"

Assembly Requests

• Fixed an issue where adding an assembly method to the supplied items showed the message "The operation could not be performed"; the fix handles this while making sure that, when an assembly method is added, it is expanded out the same way it is on Assembly Vouchers

• Fixed an issue where creating the document manually and going to Assembly Voucher, then putting the request in Based On (Assembly Voucher based on an Assembly Request), showed the message "The operation could not be performed"

• Fixed an issue where, after granting permission to use records banned from use for entry and editing, the system still did not accept selecting a banned item on the lines of warehouse vouchers

• Fixed an issue where, in some cases, processing a Transfer Voucher failed

Purchasing

• Fixed an issue where entering the same item on a Purchase Order across two lines, with one of the lines free, caused a problem in costing the items
• Fixed an issue where removing a Stock Receipt line from the Purchase Invoice showed the error "The operation could not be performed"
• Fixed an issue where, when a Purchase Price List contained the same item with different sizes, any transaction ignored the size and pulled the price of the first size only
• Fixed an issue where creating a Purchase Order for the best price from Purchase Quotation Comparison did not show the vendor; it should show the vendor in the header of the Purchase Order window

Sales

• Fixed an issue where an error occurred sometimes when editing Price Lists

Accounting

• Fixed an issue where creating a Closing Entries document showed the error "The operation could not be performed"

Contracting

• Fixed an issue where, after creating a Contracting Material Issue document and then a Contracting Cost Execution document, the earlier issue's cost did not appear in the cost execution document until the issue document was recommit-ed twice

Project Contract, Subcontractor Contract

• Fixed an issue where the system did not factor tax into the total calculation, whether at the line level or across the whole contract
• Fixed an issue where the Total field on the main screen showed the total before tax, when it should be after tax
• Fixed an issue where, on the Project Contract and Subcontractor Contract screens, Total Price showed Price * Quantity, when it should include the tax value within the total price; also, the tax value was not calculated automatically from the price even though the tax rate existed on the line
• Fixed an issue where, on the Project Extract screen, adding an item on the line and choosing the phase — whether the installation phase or the supply phase — showed an error

Extract Errors

• Fixed an issue where recommit could not be run on the Extract if its type was Final Extract
• Fixed an issue where, after creating a Contracting Penalty Voucher and then creating an Extract and pressing Consolidate Conditions, the system did not pull the voucher's data until the voucher was saved as a draft
• Fixed an issue where, when a Penalty Voucher contained a condition with effect type Other, creating the Extract and consolidating the conditions put the values into the "Discount" field instead of the "Other" field

Fixed Assets

• Fixed Asset Stocktaking Document: Fixed an issue where the system did not record the fixed asset as a shortage against the employee even though the asset was in the employee's custody

Human Resources

• Fixed an issue where an error sometimes occurred in calculating the employee's Lateness
• Fixed an issue where, in some cases, the system did not insert the Single value on the Salary Voucher even though it had a value in the Job Offer
• Fixed an issue where the Medical Insurance module did not show up for a customer on one release, even though it was included in the customer's license
• Fixed an issue where, when fields were hidden in the Permissions file (Field Permissions) for a user, exporting the file or document by that user showed the hidden fields in the Excel sheet
• Fixed an issue where, in some cases, when an employee arrived before the shift start time, the system did not count the employee's attendance
• Fixed an issue where the system did not calculate Missed Check-in or Check-out Fingerprint on weekly holidays
• Fixed an issue where, when a Payroll Record contained several Salary Vouchers, some saved as Final and some as drafts, creating a (accounting) Payment Voucher paid out all the Salary Vouchers, including the ones saved as drafts; and going back to the payroll record and pressing Save All Drafts showed an error

Manufacturing

• Fixed an issue where, after creating a Production Execution Voucher and executing the first operation, adding a line to draw a sample and then checking Automatically Create Sample Withdrawal Documents in the voucher header and saving showed an error

Settings

Custom Display List Window

• Fixed an issue where the screen was built on Purchase Order and added to the Price Quotation screen, which carries Purchase Order in ref1; the filter field ref1 was selected, but displaying it showed no purchase orders

Default Values Templates

• Fixed an issue where creating more than one manual Default Value Template (Apply with field values) on the same field but with a different reference value meant only the last template worked

Special Permissions

• Added special permissions for exporting and importing records
• Fixed an issue where, in some cases, the "UI Regenerate" command caused errors

Permissions File

• Fixed an issue where marking some fields as Fields Disabled at the level of a list of types caused the system to apply this setting to all types

Hospital Management System

The Extension Scheduled Task

• Fixed an issue where running the scheduled task responsible for automatically extending expired Rent Contracts made the system create an insurance installment line even though the option "Do not create an installment on extension" was enabled; the system also did not check the boolean copied from the earlier contract on the Expenses page
• Fixed an issue where, in some cases, the system did not accept recording "Accommodation Transfer"

Real Estate

Fixed an issue with the following scenario:

1. Creating an Opening Rent Contract, say for 1200, containing an expense Insurance 500 (the expense has the option Do not carry the expense over on extension)
2. Creating an extension to the contract
3. Reducing the contract value with the extension to 1000 instead of 1200
4. Pressing the Create Rents button

The system calculated an installment for the insurance even though the option "Do not create an installment for the insurance expense on extension" was enabled

Subcontractor Contract Window

• Payments grid: Fixed an issue where the Percentage column showed no data

Mobile Applications

Android 7

• Fixed an issue where running the Sales Orders app on Android 7 caused an error during registration and during an update
• Fixed an issue where selecting from the search list did not work correctly, on Android 7 only
• Fixed an issue where the item code entry field did not display correctly, unlike the quantity field, on any Android version
• Increased the width of the item search fields to fill the screen width instead of being centered, on any Android version

Saving Settings

• Fixed an issue where saving the settings did not retain the number of records per page or the focus on print quality

New GUI

Report Inputs

• Fixed an issue where report inputs embedded in screens did not work correctly

Miscellaneous Invoice

• Fixed an issue where, in the New GUI's Miscellaneous Invoice, a button that creates another Miscellaneous Invoice (a separate copy) named IPO did not add the book and term config, even though they were set in the button's lines and it worked correctly in the old GUI
• Fixed an issue where deleting one of the Miscellaneous Invoices from the displayed list deleted it but still showed an "Error" message

Recycle Bin

• Fixed an issue where, in the Recycle Bin, restoring any deleted document showed the error "The operation failed"

Descriptors

• Fixed an issue where, when using Descriptors (Search only) or (Title and search) with the option "Do not use the description in the title" enabled in Global Config, the item name on the invoice switched to the format found in the Descriptors

Browsing Nama from Mobile

• Fixed an issue where opening Nama from mobile, searching for an item, and tapping the wanted item did not open the item's screen but opened a New Item screen instead

Point of Sale

• Fixed an issue where the point of sale system could not be opened when working on a new database

Service Center

Maintenance Work Order

• Fixed an issue where, in some cases, creating a Maintenance Work Order and pressing Create Invoice for the Work caused the error "The operation could not be performed"
• Fixed an issue where, in some cases, spare parts were not issued automatically when closing the work order, even though this option was checked on the work order, and no task or spare-part details had been called up

Mobile Applications

Nama ESS App

• Fixed an issue where, in the Nama ESS app, selecting a particular combo box showed the options repeated as a single choice. For example, if there were 10 warehouses with different names, opening the combo to pick a warehouse showed the 10 warehouses as the first warehouse repeated

Reports

Subsidiary Account Statement Report

• Fixed an issue where displaying the Subsidiary Account Statement report (SYSR-ACC031) showed the (parameter) Record Type defaulted to Department, so no data appeared when the report ran