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Nama ERP Release Notes - December 2020 ​

Release Information

Release Date: December 2020
Release Number: Nama-ERP-202012
Release Type: Improvements and New Additions

Additions ​

Inventory ​

  • Added the option "Do not copy the code when converting to an item" to the Chain Supply settings

Purchasing ​

  • Added the option "Do not clear the subsidiary field when choosing the customer or vendor" to the Purchase vouchers term config

Sales ​

Supply Chain Settings ​

Added the following options to the Supply Chain settings:

  • Insert N1 on the sales lines from a price list when the item code is selected

  • Insert N2 on the sales lines from a price list when the item code is selected

  • Insert N3 on the sales lines from a price list when the item code is selected

  • Added the option "Do not clear the subsidiary field when choosing the customer or vendor" to the Sales vouchers term config

Credit Card Payment ​

Added the two files "Payment Terminal", "Payment Gateway Method Group", to enable payment by credit card and recognizing it automatically on the Sales Invoice instead of entering the payment method manually, by adding the following to the Sales Invoice:

  • The field "paymentTerminal" on the Sales Invoice header
  • The button "Pay the Invoice" to automatically recognize the credit card inserted into the device and then pay off the remaining amount with it, or pay the amount of the active line in the Sales Invoice details

Accounting ​

  • Added the fields "From Date", "To Date" to the Exchange Rate window; the period between the two dates takes priority over the daily rate
  • Debit Note and Credit Note vouchers: Added five attachments

Contracting ​

  • Added the option "Copy the manual total from the previous one with Based On" to the Contracting settings
  • Added 5 numbers, 5 texts, 5 dates, 5 references to the Customer Approval for Item window
  • Added the ability to consolidate the Financial Statement issuance lines by dimensions and (ref1, ref2, ref3), the record, and the subsidiary, from the lines of the system journal entries
  • Added the document "Contracting Material Issue Request"

Project Extract ​

Added an entity flow that adds the quantities transferred by stock transfer for the estimated budget code of the current item, to the current quantity, as soon as the item code is entered

Letters of Credit ​

  • Allowed creating a Commitment Voucher after doing a Stock Count

Customer Relationship Management (CRM) ​

Added ten fields (Boolean) to each of the following documents:

  • Maintenance Report
  • Maintenance Order
  • Pre-Installation Survey

Making sure they are copied when using "Based On"

Banks ​

Letter of Guarantee Vouchers ​

  • Added two fields (percentage - value) after the coverage, named Facilities, which is the percentage that always complements the coverage percentage, such that changing either one affects the other on Letter of Guarantee vouchers
  • Added the fields "Facilities Debit", "Facilities Credit", "Value Debit", "Value Credit" to the Issue Letter of Guarantee document term config

Human Resources ​

Performance Indicator ​

Added the following options to the Performance Indicator window:

  • Not calculated on weekly holidays

  • Not calculated on leave days

  • Not calculated on official holidays

  • Not calculated on working days

  • Added the option "Consider attendance to start with the start of the second shift when there is an attendance/departure line spanning more than one shift" to the Human Resources settings

Other Improvements ​

  • In the Approve the system Performance Indicator window, improved so that the document can be saved when the Maximum hours per day field on the document header is empty, relying instead on the maximum-hours-per-day field on the lines only

Employee File ​

  • Increased the number of description fields to 20 instead of 15. Likewise increased the number of N fields so they are 10 instead of 5

Advanced Work File ​

  • Added 5 attachments

Manufacturing ​

Resource Voucher ​

Added the two sections "Manual Resources for an Operation in a Range", "Manual Resources for Specific Operations", so all these operations can be entered in the document details

Production Order ​

  • Production Order: Changed the title of the action "Cancel Starting a Production Order" on the Production Order
  • Consolidated Production Order: Changed the title of the action "Cancel Starting a Consolidated Production Order"

Production Order Execution Voucher Term Config ​

Added the following two options to the Production Order Execution Voucher term config:

  • "An operation in a Production Order cannot be executed without an approved Quality Inspection voucher"

  • "An operation in a Production Order cannot be executed without an approved Quality Confirmation voucher"

  • Added the option "Do not issue a Quality Inspection voucher if there is no Quality Checklist on the operation lines in the Production Order"

Resource Voucher Improvements ​

  • Resource Voucher: Improved so that, when the operation number (operation1, operation2, operation3, operation4, operation5) is entered after all the resource lines have been added from Based On, it filters the resources of the entered operation

Activity Window ​

Added ten additional fields for each field type (date, n, description, ref)

  • Added 5 date fields at the line level for the Production Execution screen

New GUI ​

  • Improved the approvals system so that "Approve" is no longer the default decision

Fixed Assets ​

Asset Disposal Document ​

  • Changed the title of the grid for disposing of a fixed asset to be "Assets Resulting from Disposal"
  • Made the grid on the Fixed Asset Disposal document one of the features that might be unused, controlled through the settings list. This feature was added under the name "Create assets in disposal vouchers"

Opening Fixed Asset Window ​

  • On the Opening Fixed Asset window, showed the Remaining Life column

Point of Sale ​

Invoicing and Payment Improvements ​

  • Improved so that the total invoice value is included in the payment details grid
  • Added the options "Do not use for point-of-sale expenses" and "Do not use for point-of-sale receipts" to the Nama Payment Method file
  • Added the option "Hide the default subsidiaries in Payment and Receipt vouchers" to the point-of-sale settings
  • Added the option "Do not hide fields when the user has no permission for them" to the point-of-sale settings. Used when the user does not want fields, buttons, and menu items to be hidden when they are not available to them

New Customer Registration ​

  • Added the two fields (Customer Category - Customer Classification) to the New Customer Registration window in the point of sale. Each of them has options in the point-of-sale settings for whether to add it and whether it is required

Other Improvements ​

  • Enabled (invoice classification, and Sales Return) to work the same way as the discount does — i.e. pressing it shows a pop for the higher user to approve and carry out the action

Critical Payment Methods ​

Improved the point of sale so that not every user can use every payment method, by defining some payment methods as critical payment methods. To support this, added the following two options:

  • The option "Critical payment method for point of sale" in the Payment Method file
  • The option "Prevent using critical payment methods in point of sale" in the point-of-sale permissions

Additional Improvements ​

  • Applied rounding to the value in the cash-drawer field shown at payment
  • Added the following fields to the Point of Sale Sales table:
    • tax1Total, tax2Total
    • discount1Total to discount8Total
    • afterDiscount1 to afterDiscount8

Settings ​

Permissions and User Windows ​

Showed the following fields in each of the Permissions and User windows:

  • Minimum number of characters to start a search
  • Maximum number of print times
  • Allow browsing other users' records in search
  • Prevent showing the More menu
  • Import
  • Export

Showed the following fields in the Permissions window:

  • Copy from
  • Copy to

New Entity Flows ​

  • Added a new entity flow named EAGuessEntityFromNames to infer the item name when a similar name is entered

Added a new table named "Popup In Reference Open" to the Fields & Screens Settings, which lets you designate certain fields so that, when the blue link on the field is clicked, the window opens in the same entry screen instead of a new tab; likewise, adding an asterisk (*) in the field's Field, together with a set of types, activates this feature for all those types, and putting the asterisk with no type chosen activates it for every field in the system

Handling Excel Files ​

Developed an entity flow that handles the Excel file attached to a Purchase Quotation, creating a Purchase Price List based on the information in the attached Excel file

User Improvements ​

  • Removed the option "Ability to browse all lists" from the User window

Tax Information ​

Added the group for tax information to the screens (Subcontractor - Related Party) and any subsidiary that can deal with taxes, containing the following fields:

  • taxInfo.taxRegNo
  • taxInfo.fileNo
  • taxInfo.supplier
  • SpecifiedMission
  • DealNature

Also added a field named "Customer Type" with the following options:

  • Government entity
  • Private sector
  • Natural person

Also added the field "National ID Number for Individuals"

Other Improvements ​

  • Made the utils.html page, and the pop-up pages it opens (such as Monitor Current Tasks), more suitable for mobile screens
  • Prevented running regenui except from a browser that is already logged in
  • In the Disposing of an Asset window, changed the name of the grid at the bottom from "Details" to a name reflecting how it works
  • Added the option "Automatically show Quick Help when a field's value changes" to the input-to-field mapping table in the Quick Help Definition window
  • Changed the entity flow execution so the system shows an error message when one of the dimensions has the value "null"
  • Added the option "Prevent running manual entity flows if the document is a draft" to the entity flow

System Setup Improvement ​

Improved so that, when running setup for the system, the installer refuses to install the system if an incorrect value is placed in the field for extras

Mobile Applications ​

  • Added the choice "print Normal" to the "version sdk printing" menu on the login screen and the settings screen

Reports ​

Bank Reports ​

  • Added the report ("بيان أوراق تجارية", "Statement Paper Financial") to replace the Receipt Papers Statement report (SYSR-BNK001), since after the change the report covers commercial papers issued or received, not just received ones

Financial Reports ​

  • Restructured the reports for the Financial Statements module

Fixes ​

Inventory ​

Assembly Request ​

  • Fixed an issue where, in some cases, adding the assembly method on the line showed the error "The operation could not be performed"

Purchasing ​

Purchase Price Quotation Comparison ​

  • Fixed an issue where, in the Purchase Price Quotation Comparison window, enabling the option "Do not update best price on save" in the window header, choosing a quotation manually, and saving caused the system to clear the selections on all the quotation lines; it should keep the line selections as they are when clicked, and allow editing and saving them

Purchase Price Quotation Screen ​

  • Fixed an issue where, on the Purchase Price Quotation screen, pressing the Guess Item Names button after attaching an Excel sheet made the system take a long time to load the sheet and not pull the items into the item field

Sales ​

Free Items ​

  • Fixed an issue where, if there were free items on the Sales Invoice, the system incorrectly deleted these free items when the term config was changed

Accounting ​

Payment Voucher Term Config ​

  • Fixed an issue where, in the Payment Voucher term config, when a subsidiary was set on both the debit and credit sides, a subsidiary type was chosen, and the related references were set, creating the Payment Voucher always picked the account on the debit side regardless of the credit side

Check Payment Voucher ​

  • Fixed an issue where a Check Payment Voucher that automatically creates the check showed the message "The operation could not be performed" if the Check Book was not selected and the document was saved; the message should instead read "A book must be selected"

Contracting ​

General Issues ​

  • Fixed an issue where, in some cases, selecting info field show and right-clicking any system field did not show the info field for those fields — for example, the penalty voucher number field found on the Debit Note
  • Fixed an issue where, in some cases, saving a Subcontractor Extract showed the error "The operation could not be performed"

Subcontractor Extract ​

  • Fixed an issue where, when a line had a main item and a unit price was entered, saving did not clear the unit price field; it should, on save, clear the unit price as well as the quantity fields — except the total fields — whenever a line with a main item has a unit price

Human Resources ​

Salary Voucher ​

  • Fixed an issue where, in some cases, an error occurred in calculating the Salary Voucher, counting an absence day even though the employee was not actually absent on that day

Business Trip Voucher ​

  • Fixed an issue where, in some cases, Business Trip Vouchers did not show up in the Salary Voucher and the business trip allowance was not calculated

Manufacturing ​

Machine Creation Issues ​

  • Fixed an issue where machines were not created automatically when running the entity flow:
    com.namasoft.infor.domainbase.util.actions.EAGroovyAction

Settings ​

Recommit Issues ​

  • Fixed an issue where, when running recommit, the system detected a problem in one of the vouchers and displayed the problem in a message, but did not show which voucher had the problem; the message should include the voucher number where the problem is, to make it easy to open and fix

Screen Editing Issues ​

  • Fixed an issue where editing the display list in the Edit Screen window duplicated columns. Duplicating columns was prevented
  • Fixed an issue where, when doing a screen edit on the Sales Order and adding Salesman to the displayed columns, the system refused to display anything in the Sales Order's display list — showing a blank error message — if that employee did not have permission to browse employees

Project Management ​

  • Fixed an issue where creating recurring invoices showed the error "The operation could not be performed"

Accounting ​

Financial Papers Issues ​

  • Fixed an issue where creating a Receipt Voucher or a Check Payment showed an error that the Financial Paper Book could not be empty

New GUI ​

Classification Issues ​

  • Fixed an issue where, when the option "Show item classification relationships" was enabled in the Supply Chain settings and one of the classifications was then linked to a specific department through the Classification 1 window, the system deleted the department on save

Approval and Field Issues ​

  • Fixed an issue where approvals did not work from inside the document
  • Fixed an issue where the system showed fields that had been set as disabled through Fields & Screens Settings

Purchase Invoice Issues ​

  • Fixed an issue where clicking the "Item Code" field on the Purchase Invoice showed no items, and sometimes crashed the system with the error "The operation could not be performed"
  • Fixed an issue where, in some cases, the system did not show references when trying to select from them — such as the reference "Document Subsidiary" on the Purchase Invoice — when the vendor was selected first

Other Issues ​

  • Fixed an issue where "Fields for which creation opens when a non-existing code is entered", set for a field through Fields & Screens Settings, did not work correctly

Point of Sale ​

Printing and Display Issues ​

  • Fixed an issue where an error occurred on reprinting a point-of-sale sales invoice
  • Fixed an issue where an error occurred when clicking payment details for the invoice's deferred amount
  • Fixed an issue where the Quantity field on the point-of-sale invoice header was unclear at the 1024*768 display setting
  • Fixed an issue where the line number did not appear at the 1024*768 screen setting

Reports ​

General Assets Report ​

  • Corrected the parameter labels in report "SYSR-AST003" (General Assets Report)