Release V913.36 – 13th June 2022
Introduction
Updated versions of our ERP systems have been released. The purpose of this document is to present an overview of the new developments included within the release.
If you have any feedback about our software products, please get in touch at support@fitfactory.com. Many of the features added to the products are as a result of ideas and inputs from our customers and partners.
Major Developments
1. Fast-Track clocking on SFDC
Where the SFDC is set up to automatically complete the full remaining quantity on each operation, there is now the option to switch on fast-track clocking on the Work to list tile:
The list can be filtered by operation description and the option to ‘Quick Start’ upcoming operations or ‘End op’ on current ones allows users to rapidly start and end a number of operations without leaving this screen.
The option to end operations has also been added to the ‘My Active Operation’ panel on the ‘My Settings’ tile, allowing users to rapidly end the operations they are clocked onto:
If the operation has any associated quality alerts that prevent it from being started or ended in this manner, the SFDC will open the operation in the usual. Using this functionality to end operations will mark the full quantity complete, so any partial batches or rejects will have to be recorded on the operation as usual.
Please contact Fitfactory support if you require any assistance in setting this up.
2. Stock Take improvements
Several amendments have been made to the Stock Take upload spreadsheet to improve usability:
- The ‘Current Stock Balance’ & ‘Available Stock Level’ columns now display the same number of decimal places
- The ‘Actual Stock Take’ column has been renamed ‘Actual Stock Balance’
- There is now an additional column called ‘Actual Available Stock Level’
- There is also an ‘Actual Location’ column
In discussion with customers, we realised that some companies doing their stock take would only count the available stock, not the allocated stock, so would want to record the Actual Available Stock Level, rather than the Actual Stock Level.
When using the Stock Take Upload, please fill in the Actual Stock Balance column or the Actual Available Stock Level column on each line – not both
When the Actual Available Stock Level is entered, the system does the calculation:
Actual Available Stock Level + Allocated Stock Level = Actual Stock Balance
Where Current Stock Balance – Available Stock Level = Allocated Stock Level
So that both the Current Stock Balance & Available Stock Level are updated in the system.
If a valid location is entered in the ‘Actual Location’ column, the GIN’s location will be updated.
3. Sage 300 Integration
The option to export sales invoices to Sage 300 via a .csv has been added in the Export To dropdown on Network=>Invoice=>Integration. This export is designed for our customers in the USA, with future modifications planned to work with the Canadian tax system.
4. MYOB Integration
Pushing details of parts, stock items, customers, suppliers & sales invoices from DNA to MYOB (an Australian accounting package) is now possible, and further integration on purchase orders and GINs, along with improved synchronisation, is planned.
Please contact support@fitfactory.com if you require assistance with customisations.
Minor Developments
Please contact support@fitfactory.com if you require assistance with customisations.
- The sales order item notes field is now available to be completed on the docketing screen
- Docket number added to the Sales Order list
- Accounts Code, Rep Area, Factoring No., VAT Rate & Paid Status fields have been added to the Invoice Report (NB. Some of these fields have been renamed in individual installs, please contact support with any issues)
- Option added to Users to prevent them from marking pro-forma invoices as paid
- Improvements to the Create=>Process=>WIP transition of jobs
- Improvements to the Sage live link
- Ability to search by the group job number on the Invoice list
- Ability to search by the group job number on the Delivery list
- Ability to amend customer to a new customer on existing sales order removed
- Text fields increased in size on Corrective Action Report (CARs) screens
- Ability to filter by Location added to Part Inventory reports
- Ability to view operation details on approved part-unique routes
- Option to add a Paperless to operations on part-unique routes, allowing part-unique Paperless records (on a serial number level if mandatory serial numbers is switched on in customisation)
- Paperless records for Acceptance Standards & Written Instructions can now be completed on the SFDC
- Filter by Solution dropdown on the Planning Sheet page is now ordered by descending number
- Purchase order items page now displays the materials’ associated nominal codes, with the option to amend if required
- The ‘Balance’ & ‘Available Stock’ fields now display the same number of decimal places as the ‘Quantity to stock’, ‘Stock Level’ & ‘Available stock level’ fields
- Improvements to stock allocations & part stock-in process
- Additional crystal view fields:
- CR_CustomerAddresses added
- Job Project Number added to CR_Invoice
- Various template, report & bug fixes