Products
The versions
Release Notes 10.1 (Future version)
Summary of new features – OGASYS Version 10.1
System changes
* Searches – Adding new bands in searches
* Security – Adding parameters related to Quebec’s Law 25
* New time clock (clock in/clock out) in the Ogasys workspace
* Project phase 1 – Changing the file structure in the general ledger to optimize disk space
* Project phase 1 – Changing the file structure to isolate sales and payable transactions from accounting in order to move to phase 2 in a future version related to cleaning out sales and payables data
* Tray management for print forms has been improved to allow the pick list to be printed from a second tray
Enhancement to applications by module
Purchasing
* Replenishment – Ability to create a work order linked to an order from the service counter
* General provisions – Calculation, distribution based on the order’s total weight instead of the amount
POS
* Allow merging several POS for cash closing (more than two)
* In the division maintenance, it is now possible to set up a rule to allow using a prefix in the invoice numbers at the POS
Communications
* You now have the option to select the distribution warehouse when using the Orgill communication feature to match the appropriate catalog for customers in western Canada which uses a different catalog
CRM
* Version 2 – Creating a responsive version
* Version 2 – Modification for easier management of customers and prospects between Ogasys and CRM (the Id key will be the same for the customer file and the prospect file that are linked)
Financial
* The tax remittance report now excludes the deposit amounts from the sales amount
Inventory
* Product catalog – Ability to manage up to five (5) different sales prices. When creating product in inventory, prices will be transferred in all identified price lists
* Label printing with supplements using pictograms
* Converting custom units of measure - When the conversion factor is entered, Ogasys automatically creates the reverse ratio
Production
* Summary production – Using the alternate unit of measure of the product
Receivables
* Quick creation of projects and contractual agreements linked to a customer file
* Creating delivery address – Rule for manual code numbering
* Customer inquiry – Changing the Credit limit tab to add project limits and added a new tab for the end of job discount subledger
* Customer inquiry – Modifying fields and adding a rule to allow displaying archived quotes or not
* Sending invoices not associated with a payment with the statement of account
Sales
* Archiving selected sales price list revisions
* Quotes – Ability to reactivate or unarchive a quote
* Quotes – Adding five additional filters in the Filters tab
* Quotes – Adding export and print options in the D - Ordered tab
* Quotes – Modifying fields in the Summary analysis tab
* Quotes – New alternative search for detailed product analysis
* Service counter – Use of the F6 key to select the reason code in the Reason code field of the Price confirmation form
* Service counter – Adding fields for deposits: Total deposit received for deposit invoices, and Deposit balance available on orders
* Service counter – The processing sequence of the forms have been improved
* Service counter – Amount charged to account is now considered as receivable
* Service counter – Ability to print the pick list for negative quantities
* Other sales reports – Adding a new Customer/quote/category statistics report for analysis in the form of search. The results can be printed or exported in Excel
Supplements
* Supplements – Added icons when creating fields in order to use them when printing product labels
System changes
* Searches – Adding new bands in searches
* Security – Adding parameters related to Quebec’s Law 25
* New time clock (clock in/clock out) in the Ogasys workspace
* Project phase 1 – Changing the file structure in the general ledger to optimize disk space
* Project phase 1 – Changing the file structure to isolate sales and payable transactions from accounting in order to move to phase 2 in a future version related to cleaning out sales and payables data
* Tray management for print forms has been improved to allow the pick list to be printed from a second tray
Enhancement to applications by module
Purchasing
* Replenishment – Ability to create a work order linked to an order from the service counter
* General provisions – Calculation, distribution based on the order’s total weight instead of the amount
POS
* Allow merging several POS for cash closing (more than two)
* In the division maintenance, it is now possible to set up a rule to allow using a prefix in the invoice numbers at the POS
Communications
* You now have the option to select the distribution warehouse when using the Orgill communication feature to match the appropriate catalog for customers in western Canada which uses a different catalog
CRM
* Version 2 – Creating a responsive version
* Version 2 – Modification for easier management of customers and prospects between Ogasys and CRM (the Id key will be the same for the customer file and the prospect file that are linked)
Financial
* The tax remittance report now excludes the deposit amounts from the sales amount
Inventory
* Product catalog – Ability to manage up to five (5) different sales prices. When creating product in inventory, prices will be transferred in all identified price lists
* Label printing with supplements using pictograms
* Converting custom units of measure - When the conversion factor is entered, Ogasys automatically creates the reverse ratio
Production
* Summary production – Using the alternate unit of measure of the product
Receivables
* Quick creation of projects and contractual agreements linked to a customer file
* Creating delivery address – Rule for manual code numbering
* Customer inquiry – Changing the Credit limit tab to add project limits and added a new tab for the end of job discount subledger
* Customer inquiry – Modifying fields and adding a rule to allow displaying archived quotes or not
* Sending invoices not associated with a payment with the statement of account
Sales
* Archiving selected sales price list revisions
* Quotes – Ability to reactivate or unarchive a quote
* Quotes – Adding five additional filters in the Filters tab
* Quotes – Adding export and print options in the D - Ordered tab
* Quotes – Modifying fields in the Summary analysis tab
* Quotes – New alternative search for detailed product analysis
* Service counter – Use of the F6 key to select the reason code in the Reason code field of the Price confirmation form
* Service counter – Adding fields for deposits: Total deposit received for deposit invoices, and Deposit balance available on orders
* Service counter – The processing sequence of the forms have been improved
* Service counter – Amount charged to account is now considered as receivable
* Service counter – Ability to print the pick list for negative quantities
* Other sales reports – Adding a new Customer/quote/category statistics report for analysis in the form of search. The results can be printed or exported in Excel
Supplements
* Supplements – Added icons when creating fields in order to use them when printing product labels
Release Notes 10
System changes
• New ACCEO OGASYS interface for all menus, features, applications and searches
• Searches – Added a field to search in all columns of the Search form
• Searches – Improved the copy-paste function when processing items in the cart
• Searches – Different icon colours in Edit mode for Save, On hold and Cancel functions
• Updating documents – New functionality to isolate GL posting when a large number of transactions must be processed
• New time clock (clock in/clock out) in the Ogasys workspace
Applications converted with Metro
• Cost change approval
• Prereceiving application
• Cheque reversal application
• Manual cheque (quick) application
• Cheque preparation application
• Physical count entry application
• Cash deposits/Payment on account application
• Promotion management application
Enhancement to applications by module
General ledger
• Mandatory entry of a subaccount if a GL account is defined
• Financial Statements – Improvement of column format, ability to create new columns
• Budgets – Supporting .XLSX format when importing budgets
Purchasing
• Replenishment – Ability to create a work order linked to an order from the service counter
• General provisions – Calculation, distribution based on the order’s total weight instead of the amount
• Seasonal minimum/maximum – Improving display and making modifications to facilitate decision-making in replenishment (including in product maintenance and in product inquiry)
• Partial receipt – Keep product selection order of the cart
Inventory
• Inventory product – Ability to identify permitted divisions for the product
• Mobile device, Shipments – Generate the BO order when generating the packing slip
• Mobile device, Shipments – Validate variances based on quantity ordered instead of quantity delivered
• Product catalog – Ability to manage up to five (5) different sales prices. When creating product in inventory, prices will be transferred in all identified price lists
Receivables
• Commission calculation – Improvement to the parameter display based on the calculation method used (basic report, commission profile or advanced method)
• Customer basic search features – The Authorized person(s) field and an alternate search have been added
• Commission calculation – Statistics report and automatic overnight calculation
• Loyalty points – Changes in loyalty point management parameters (in-house card)
• Sending invoices not associated with a payment with the statement of account
Sales
Service counter
• When modifying product quantities of a sales order, keep the initial sales price of the order
• Adding quantity “1” automatically to the cart using the ALT F6 function for the product number
• Allow modifying fields in the Cash customer file (large file) at the Service counter if the user is granted authorization
• Display the base price display in the Inquiry tab
• Margin percentage overrun warning for major category by division or in product file
• Manage rounding of cents, Calculate change to be given, Function to manually open the cash drawer
• Import fuel sales invoices
• Allow account payments at the service counter
• Manage Scene+ loyalty program
Service counter and POS
• When changing a price, prompt for password with the base price list
• Ability to add a savings message on the sales invoice form at the service counter and on the receipt slip at the POS
• For main/satellite products, added a popup window to display the list of linked products
• Allow emailing the invoice and/or the receipt slip
Others
• Benjamin Moore discount report to be sent by email
• Customer file – Associate a card number to a person authorized to make purchases for the customer
• Customer file – Apply a member price profile instead of a price list with membership cards
• Sales price changes approval – Add product categories in detail grid
• Shipments – Group pickings, added an exception rule in the customer file to avoid grouping
POS
• New interface for the POS module
• Manage Scene+ loyalty program
• Allow emailing the invoice and/or the receipt slip
• Allow merging several POS for cash closing (more than two)
EApproval
• Changes have been made in the parameter definition for approvals
Payroll
• Calculation of federal and provincial taxes for changes effective January 1, 2024
• Calculation of federal and provincial taxes for changes effective July 1, 2023
Production
• Summary production – Allow identifying sales orders from the Service counter module
• Summary production and BOM – allow adding a multiple to produce
API
• New API for purchase invoices
EDI
• Purchase order – EDI export, adding supplement fields to the envelope header
Document management
• Document management – Display parameters have been redesigned
Supplements
• Supplements – Added icons when creating fields in order to use them when printing product labels.
Release Notes 8.7
Systems
• The length of the Code field has been increased to 50 characters and the length of the Description field has been increased to 100 characters maintenance applications
• GL posting – A new tab has been added to display the details by project (contract) for all transaction types pertaining to a project
• Adding multilevel searches capability
• Converting Bank reconciliation application to Metro
Purchases
• Allow to have more than one combination of fixed minimums per item for a warehouse in the product sheet while considering these parameters in the replenishment
• Batch update purchase prices in pending purchase orders from the modified purchase price list
• Purchase price list – Adding a price compilation notice when saving
• Receipts, Detail tab – Adding the Additional Info field of the product sheet to the grid
• Replenishment purchase – When generating the purchase order, report some additional information in the purchase order
• Replenishment purchase – Select warehouses for the same product rather than entering the product on separate lines per warehouse
• Replenishment purchase and Purchase order – Allow to change the cost displayed from the generic product so all child products identified be modified with the same cost
• Converting Automatic PO follow-up application
• Converting Inventory receipts application
Payables
• Purchase invoices – Visual identification for differences between quantity invoiced and quantity received
• Converting Manual cheque (quick) application
Inventory
• Physical count – Adding information to the physical count file generated for the external firm
• Portable terminal application – The Interwarehouse transfer section allows you to recognize the unit of measure of the UPC code entered in the product sheet
• Portable terminal application – Create an End of roll coupon and automatically generate an interwarehouse transfer
• Portable terminal application – The Shipping section allows you to print packing slips in batch for sales transactions from VEN_ComLiv
• Product query – Validate consumption of a given product by project (contract)
• Adding parameters for allowed divisions for product sheets. Warning, some searches have been adapted, it will be necessary to validate if the search you use takes into account these changes
• Converting Cost adjustment application
• Converting Inventory adjustment application
• Converting Interwarehouse transfer application
• Converting Product maintenance application
Receivables
• Customer query, Statistics tab – Adding a column in the grid to differentiate invoices charged to the account and invoices paid
• Associate a buyer card number with a person authorized to purchase for the customer
• Customer query, Accounts aging tab – Adding the sales order number associated with the invoice to the grid
• Customer maintenance – Adding the Authorized person column in the search and creating an alternative search for the authorized persons with card status
• Commission calculation – Improvement in displaying parameters based on usage
• Add data source in stats to enable reporting in stats management and add functionality for automatic nightly calculation
• Converting Commission calculation application
• Converting Batch invoice generation application
• Converting Interest invoice generation application
Sales
• Creating a customer file (large file) at the POS or service counter
• Associate a buyer card number with a person authorized to purchase for the customer
• At the Service counter, Inquiry tab – Displaying a floor price according to a specific sales price list
POS
• Fairstone financing integration at the POS and the service counter
• Automatic closing of POS batches – Global (Flex) at night
• At the POS, allow making changes in the customer file (large file) for certain fields
Service
• Service call – Notify the user if a call is already made for the same identified customer unit
• The length of the Code field has been increased to 50 characters and the length of the Description field has been increased to 100 characters maintenance applications
• GL posting – A new tab has been added to display the details by project (contract) for all transaction types pertaining to a project
• Adding multilevel searches capability
Financial
• Improvements to column formats in financial statements• Converting Bank reconciliation application to Metro
Purchases
• Allow to have more than one combination of fixed minimums per item for a warehouse in the product sheet while considering these parameters in the replenishment
• Batch update purchase prices in pending purchase orders from the modified purchase price list
• Purchase price list – Adding a price compilation notice when saving
• Receipts, Detail tab – Adding the Additional Info field of the product sheet to the grid
• Replenishment purchase – When generating the purchase order, report some additional information in the purchase order
• Replenishment purchase – Select warehouses for the same product rather than entering the product on separate lines per warehouse
• Replenishment purchase and Purchase order – Allow to change the cost displayed from the generic product so all child products identified be modified with the same cost
• Converting Automatic PO follow-up application
• Converting Inventory receipts application
Payables
• Purchase invoices – Visual identification for differences between quantity invoiced and quantity received
• Converting Manual cheque (quick) application
Inventory
• Physical count – Adding information to the physical count file generated for the external firm
• Portable terminal application – The Interwarehouse transfer section allows you to recognize the unit of measure of the UPC code entered in the product sheet
• Portable terminal application – Create an End of roll coupon and automatically generate an interwarehouse transfer
• Portable terminal application – The Shipping section allows you to print packing slips in batch for sales transactions from VEN_ComLiv
• Product query – Validate consumption of a given product by project (contract)
• Adding parameters for allowed divisions for product sheets. Warning, some searches have been adapted, it will be necessary to validate if the search you use takes into account these changes
• Converting Cost adjustment application
• Converting Inventory adjustment application
• Converting Interwarehouse transfer application
• Converting Product maintenance application
Receivables
• Customer query, Statistics tab – Adding a column in the grid to differentiate invoices charged to the account and invoices paid
• Associate a buyer card number with a person authorized to purchase for the customer
• Customer query, Accounts aging tab – Adding the sales order number associated with the invoice to the grid
• Customer maintenance – Adding the Authorized person column in the search and creating an alternative search for the authorized persons with card status
• Commission calculation – Improvement in displaying parameters based on usage
• Add data source in stats to enable reporting in stats management and add functionality for automatic nightly calculation
• Converting Commission calculation application
• Converting Batch invoice generation application
• Converting Interest invoice generation application
Sales
• Creating a customer file (large file) at the POS or service counter
• Associate a buyer card number with a person authorized to purchase for the customer
• At the Service counter, Inquiry tab – Displaying a floor price according to a specific sales price list
• At the Service counter and at the POS – Ask for a password when the user changes the sales price vs. the price indicated in the floor price list
• Benjamin Moore rebate report to be sent by email
POS
• Fairstone financing integration at the POS and the service counter
• Automatic closing of POS batches – Global (Flex) at night
• At the POS, allow making changes in the customer file (large file) for certain fields
Service
• Service call – Notify the user if a call is already made for the same identified customer unit
Release Notes 8.6
System
• Saving grid layout by company/by user
Sales
• Adjust daily promotions in sales orders
• Credit management – Do not ask password when the invoice total matches the deposit
• Clothing management
• Managing maximum sales quantities
• Daily promotion - mix and match for a 2/$25 promotion with a quantity multiplier
• Clothing management - Creating product, requisition and purchase order
• Daily promotion - Applying sales price list with mix and match
POS
• Separation of customers by division at the POS
Receivables
• Exclude division sales from commission calculation
• In the customer file, identify the division which created the file (large file only)
Purchasing
• Copy an existing purchase order
• Clothing management - Sort products by vendor product number
Financial
• Date validation when creating or modifying the fiscal calendar
• Converting GL account inquiry application to Metro
• Converting Journal entry application to Metro
• Copy an existing journal entry
Inventory
• Converting Lot/serial number inquiry application to Metro
• Converting Product inquiry application to Metro
• Product inquiry application - adjustments to costing security
• Managing seasons in clothing product files
• Physical count - Do not include gross margin products in external firm file
• Updating product locations based on physical count
Projects
• Converting Project analysis application to Metro
• Saving grid layout by company/by user
Sales
• Adjust daily promotions in sales orders
• Credit management – Do not ask password when the invoice total matches the deposit
• Clothing management
• Managing maximum sales quantities
• Daily promotion - mix and match for a 2/$25 promotion with a quantity multiplier
• Clothing management - Creating product, requisition and purchase order
• Daily promotion - Applying sales price list with mix and match
POS
• Separation of customers by division at the POS
Receivables
• Exclude division sales from commission calculation
• In the customer file, identify the division which created the file (large file only)
Purchasing
• Copy an existing purchase order
• Clothing management - Sort products by vendor product number
Financial
• Date validation when creating or modifying the fiscal calendar
• Converting GL account inquiry application to Metro
• Converting Journal entry application to Metro
• Copy an existing journal entry
Inventory
• Converting Lot/serial number inquiry application to Metro
• Converting Product inquiry application to Metro
• Product inquiry application - adjustments to costing security
• Managing seasons in clothing product files
• Physical count - Do not include gross margin products in external firm file
• Updating product locations based on physical count
Projects
• Converting Project analysis application to Metro
Release Notes 8.5
System
• Searches and information grids, new functionalities
Sales
• Service counter - ability to view/print the details of the interest invoice that has been calculated for the customer
• Service counter - ability to create products from the catalog when in non-site mode
• Sales order - allow selecting products that include options and print those products on the form (Report Builder)
POS
• Open the POS and Service counter applications on the same station (instead of two POS stations)
Receivables
• Calculation for annual review of points cards based on member purchases (adjustments)
• Converting Customer inquiry application to Metro
• Converting Customer remittance amounts application to Metro
Purchasing
• Replenishment - generate a purchase order by sales order and by vendor
• Allow importing a list of products in the replenishment details from an Excel or text file
Payables
• Allow holding payment for all vendor invoices
• Purchase invoice - allow recalling a receipt or purchase order from another division by displaying a notification to the user
• Allow changing the purchase invoice date and number when its status is updated
• For provision calculated on receiving, allow reversing the amount calculated directly on the purchase invoice immediately
Financial
• New rule added in properties to manage entry templates by division
• Exclude division sales from commission calculation
Inventory
• Inventory adjustment - in the Detail tab, allow importing several product lines with different reason codes
• Clothing management - a matrix can be used for the creation of inventory products
• Portable terminal (Wareman) - allow accumulating a series of labels to be printed in batch
• New fields in the Inventory analysis report (special)
• Searches and information grids, new functionalities
Sales
• Service counter - ability to view/print the details of the interest invoice that has been calculated for the customer
• Service counter - ability to create products from the catalog when in non-site mode
• Sales order - allow selecting products that include options and print those products on the form (Report Builder)
POS
• Open the POS and Service counter applications on the same station (instead of two POS stations)
Receivables
• Calculation for annual review of points cards based on member purchases (adjustments)
• Converting Customer inquiry application to Metro
• Converting Customer remittance amounts application to Metro
Purchasing
• Replenishment - generate a purchase order by sales order and by vendor
• Allow importing a list of products in the replenishment details from an Excel or text file
Payables
• Allow holding payment for all vendor invoices
• Purchase invoice - allow recalling a receipt or purchase order from another division by displaying a notification to the user
• Allow changing the purchase invoice date and number when its status is updated
• For provision calculated on receiving, allow reversing the amount calculated directly on the purchase invoice immediately
Financial
• New rule added in properties to manage entry templates by division
• Exclude division sales from commission calculation
Inventory
• Inventory adjustment - in the Detail tab, allow importing several product lines with different reason codes
• Clothing management - a matrix can be used for the creation of inventory products
• Portable terminal (Wareman) - allow accumulating a series of labels to be printed in batch
• New fields in the Inventory analysis report (special)
Release Notes 8.4
Sales
• Update the member card information in the customer file from the cash, when in SC mode (Service Counter)
• Ability to apply daily promotions on specific types of member cards at the cash
• Import an XML file from 'Paradigm' into a sales order detail at the service counter (SC)
• Import a list of products from an Excel file, into a sales order
• New application: Cutting counter (for fabric or materials) with a printed slip to recall at the cash station
• Security by salesperson at the service counter and customer inquiry, according to the salesperson's user settings
• New application for annual review of points cards - member types based on member's annual purchases
• Automatic issuing of credits in the customer's account for WEB orders
• In the order module, add a function to transfer undelivered items from an order to a new current order by group orders
• Added new interface with the Seljax software at the service counter
Cash
• Displaying account balance at the POS based on a specific selection made in the recipe document entered in the properties
• At the POS, possibility of scanning the member card number to detect the customer number
• At the POS, allow scanning customer code in Client no field in the new sale form
• At the POS, using two monitors, possibility of displaying images and POS slip on separate monitors to the customer
• At the POS, allow preventing the sale of membership card for a specific client
• At the POS, allow printing a copy of the pick up slip on another printer
Receivables
• Added fields for loyalty points in the customer inquiry and when printing the sales invoice
• Customer inquiry - added parameters to display transactions according to the parameter entered in the properties,
either for the current division, all divisions associated to the parent division or all divisions of the company
• Added fields in the sales report subledger loyalty points summary
Statistics
• Statistics report, added fields in section VT_BASE, of internal member cards
• Statistics report, added columns and filters for the division code and description of the invoiced and delivered customer
• Statistics, adding new report definition for hour interval sales to process PDS and Com_Liv sales
Purchasing
• Conversion of the purchase order application with the 'Metro' interface
• From a purchase price list, possibility to do mass creation of product for a given vendor and addition of volume column groups
Payables
• Updated the product vendor according to the parameters chosen in the properties
• Added the tax model in the entry of a new purchase invoice
Inventory
• Added a new column 'PO no' in the product inquiry, tab 'reserved quantities'
• Allow printing of product labels according to the vendor’s product number
• Physical count, add a description for the batch and change the variance ratio
• New features in the Inventory count for freezing inventory quantities
• Physical count - List of products not counted
Financial
• Allow modifying a bank reconciliation in Updated status
System
• Parameter to send alerts for error logs with a specific API
• Registration when sending a document by email
Release Notes 8.3
System
• Logos updated from ICC Technologies to ACCEO Solutions
• Added security in the document management module
• Multi-level search
• New web application E-Approval to approve request by email and/or text(SMS)
• Added new field (Additional fields) in the search maintenance, the import text and in the DB management table
• Added a new tab 'Divisions' in the Document update (Customer) application
• Report generation (other reports), always have the same name of the report sent in .pdf for subscriptions
• Microsoft 365 change, import Excel file into sales and purchase price list
Financial
• Added rule to not do inter-division automatically in journal entry
• The report Chart of accounts with subaccounts have been converted from report to report builder
Inventory
• Import products from a purchase order into the Label printing application
• Increase the number of characters for some fields in the Inventory item web description
• Block incoming receipts of an inter-warehouse transfer, if the destination warehouse is not in the current division
• Accounting of inventory adjustment by reason code rather than the major product category
• Ability to modify web classifications on the Inventory item in bulk
• Added new product inquiry fields in the mobile module
• In Products by lot ability to enter a note for each lot in the receipts and summary production
It is also possible to add an attachment in the Document management module to the lot
• Ability to change the status of a warehouse
• Added a default warehouse by division in the Inventory location tab, to invoice the correct warehouse at the Service counter
Sales
• Generation of accumulated picking and pickup labels
• Prevent zero quantities from being entered at the POS
• Service counter - Possibility to display or not the window at the end of the transaction
• Allow to modify various information in the Sales invoices application
• Various improvements in the Service Counter application
• Ability to calculate the fuel surcharge on the subtotal of the transaction, without freight
• Added customer's 'PO no' on the invoice, for a released on hold invoice
• Ability to use the cost of a specific division for a price list with inventory cost margin
• Freight charges apply to the first shipment of the day only
• Added fields on the sales reports and other reports
• Ability to account a different COG sold by division depending on the customer used in the transaction
• Option at the product entry to keep the backorder
• Integration of 'DataCandy' gift cards at the POS
• Rounding of sales prices on one or more sales price lists
• Sales Orders - Consider Multiples and minimums to order listed in the Inventory item at the sales level
• Enable serial number management in the Service Counter detail line
• Added a subtab for equivalent products in the product detail tab at the Service counter SC
Receivables
• Ability to manage the permitted divisions for each customer
• Ability to produce a list of customer deposits
• Customer inquiry - interface migration
• Customer inquiry - new web order history tab
• Ability to output to Excel format an Accounts receivable aging summary
Purchasing
• Replenishment: for internal purchases, do not exceed the quantity available in the warehouse
• Function to recall a pre-receiving in a receipt - add 'vendor product number' field
• Replenishment: add ABC classification columns in the product details tab
• Allow to set a payment term for sales, purchases or both
For the purchase term, it is possible to enter a fixed payment date
• Replenishment: group the analyzed result of the products of each warehouse on a single line
Payables
• Vendor inquiry - provision tab, indicate the description of the journal entry
• Vendor inquiry - interface migration
• Fund requisition report - add 'payment withheld' column
Statistics
• Create a new field in the vendor maintenance to indicate a master vendor number,
and add this field in the statistics under the definition 'VT-ANPFTF
Payroll
• Government tax rate changes for the year 2021
• T4 and RL-1 changes for the year 2020
(T4: 4 new mandatory boxes)
• Logos updated from ICC Technologies to ACCEO Solutions
• Added security in the document management module
• Multi-level search
• New web application E-Approval to approve request by email and/or text(SMS)
• Added new field (Additional fields) in the search maintenance, the import text and in the DB management table
• Added a new tab 'Divisions' in the Document update (Customer) application
• Report generation (other reports), always have the same name of the report sent in .pdf for subscriptions
• Microsoft 365 change, import Excel file into sales and purchase price list
Financial
• Added rule to not do inter-division automatically in journal entry
• The report Chart of accounts with subaccounts have been converted from report to report builder
Inventory
• Import products from a purchase order into the Label printing application
• Increase the number of characters for some fields in the Inventory item web description
• Block incoming receipts of an inter-warehouse transfer, if the destination warehouse is not in the current division
• Accounting of inventory adjustment by reason code rather than the major product category
• Ability to modify web classifications on the Inventory item in bulk
• Added new product inquiry fields in the mobile module
• In Products by lot ability to enter a note for each lot in the receipts and summary production
It is also possible to add an attachment in the Document management module to the lot
• Ability to change the status of a warehouse
• Added a default warehouse by division in the Inventory location tab, to invoice the correct warehouse at the Service counter
Sales
• Generation of accumulated picking and pickup labels
• Prevent zero quantities from being entered at the POS
• Service counter - Possibility to display or not the window at the end of the transaction
• Allow to modify various information in the Sales invoices application
• Various improvements in the Service Counter application
• Ability to calculate the fuel surcharge on the subtotal of the transaction, without freight
• Added customer's 'PO no' on the invoice, for a released on hold invoice
• Ability to use the cost of a specific division for a price list with inventory cost margin
• Freight charges apply to the first shipment of the day only
• Added fields on the sales reports and other reports
• Ability to account a different COG sold by division depending on the customer used in the transaction
• Option at the product entry to keep the backorder
• Integration of 'DataCandy' gift cards at the POS
• Rounding of sales prices on one or more sales price lists
• Sales Orders - Consider Multiples and minimums to order listed in the Inventory item at the sales level
• Enable serial number management in the Service Counter detail line
• Added a subtab for equivalent products in the product detail tab at the Service counter SC
Receivables
• Ability to manage the permitted divisions for each customer
• Ability to produce a list of customer deposits
• Customer inquiry - interface migration
• Customer inquiry - new web order history tab
• Ability to output to Excel format an Accounts receivable aging summary
Purchasing
• Replenishment: for internal purchases, do not exceed the quantity available in the warehouse
• Function to recall a pre-receiving in a receipt - add 'vendor product number' field
• Replenishment: add ABC classification columns in the product details tab
• Allow to set a payment term for sales, purchases or both
For the purchase term, it is possible to enter a fixed payment date
• Replenishment: group the analyzed result of the products of each warehouse on a single line
Payables
• Vendor inquiry - provision tab, indicate the description of the journal entry
• Vendor inquiry - interface migration
• Fund requisition report - add 'payment withheld' column
Statistics
• Create a new field in the vendor maintenance to indicate a master vendor number,
and add this field in the statistics under the definition 'VT-ANPFTF
Payroll
• Government tax rate changes for the year 2021
• T4 and RL-1 changes for the year 2020
(T4: 4 new mandatory boxes)
Release Notes 8.2
Système
• Mise à jour des Documents - ajouter un nouvel onglet division
• CRM -web
• Dashboard
• Gestion Documentaire
• Nouvelle recherche à multi-niveaux
Financier
• Importation de plusieurs écritures de journal avec des dates différentes
Inventaire
• Ajouter la possibilité d’imprimer des étiquettes fournisseurs dans l’application
‘Impression des étiquettes’
• Génération d’un Transfert inter-entrepôt en mode réception à partir d'une réception
• Réception sur le Terminal Portable, ajout du numéro de produit fournisseur priorité 1
• Importation Transfert Inter-Entrepôt, valider la quantité disponible
• Plusieurs usagers dans un même transfert inter-entrepôt
• Interrogation de produit dans Terminal Portable, possibilité de choix d'affichage
par usager
• Transfert inter entrepôt - vérification dans Terminal Portable
• Nouveau rapport de vente - Analyse des stocks
• Localisation extérieure prioritaire et détruire localisation inactive dans le produit
• Importation des Min/Max dans les produits et champs divers 1 à 6
Ventes
• Programme d'achat Commandes multiples, ajouter les produits options
• Intégration des cartes fidélités ‘DataCandy’
• Intégration de la nouvelle interface à l’application Comptoir de Service
• Impression du bon de livraison en ordre alphanumérique de code produit (VEN_ComLiv)
• Possibilité de libérer des BO sans livrer toute la commande
• Rapport des points accumulés pour les cartes fidélités
• Expédition, conserver les paramètres par usager
• Importation de fichier ‘Carpet Estimating’, ajouts de règles de prix
• Nouveau rapport de vente pour lister les estimés transférés en commande de vente
• Réclamation aux fournisseurs
• Permettre de changer la date de facture au niveau du comptoir de service
• Prise de paiement par carte de crédit avant la livraison de la marchandise
• Génération des commandes au bureau chef - Transfert des notes de lignes
• Empêcher de transformer une commande de vente en estimé
• Annulation des commandes de vente en BO en lot
• Rapport de Projection des Ventes
• Ajouter un sous-total livrable dans l'onglet détail de la commande vente (VEN_ComLiv)
Recevables
• Lettre de rappel pour les comptes à recevoir
• Caisses recettes possibilité de tri et filtre dans l’onglet détail
• Gestion des cartes fidélités multiples
Achats
• Refacturation de l’inventaire aux magasins (spécifique)
• Forcer un entrepôt de destination dans un profil achat
• Personnalisation de la grille de détail pour les listes prix achat
• Transfert en batch vers Solo EDI à partir des réquisitions
• Envoi par le Centre de Distribution, ajouter une page couverture
Payable
• Impression de chèque, avoir une deuxième copie sur papier blanc
• Envoie de fichier de Métadonnées pour les chèques fournisseurs
Contrat
• Ajouter une fonction pour forcer l’impression d'un devis de contrat à l'enregistrement du contrat
• Décompte Client, ajouter le champ ‘source de vente’
• Demander un mot de passe pour modifier un devis, si le décompte est créé
• Améliorations diverses aux contrats
Communications (EDI)
• Traitement des factures de ventes de ‘MaitreD’ dans Ogays
• Mise à jour des Documents - ajouter un nouvel onglet division
• CRM -web
• Dashboard
• Gestion Documentaire
• Nouvelle recherche à multi-niveaux
Financier
• Importation de plusieurs écritures de journal avec des dates différentes
Inventaire
• Ajouter la possibilité d’imprimer des étiquettes fournisseurs dans l’application
‘Impression des étiquettes’
• Génération d’un Transfert inter-entrepôt en mode réception à partir d'une réception
• Réception sur le Terminal Portable, ajout du numéro de produit fournisseur priorité 1
• Importation Transfert Inter-Entrepôt, valider la quantité disponible
• Plusieurs usagers dans un même transfert inter-entrepôt
• Interrogation de produit dans Terminal Portable, possibilité de choix d'affichage
par usager
• Transfert inter entrepôt - vérification dans Terminal Portable
• Nouveau rapport de vente - Analyse des stocks
• Localisation extérieure prioritaire et détruire localisation inactive dans le produit
• Importation des Min/Max dans les produits et champs divers 1 à 6
Ventes
• Programme d'achat Commandes multiples, ajouter les produits options
• Intégration des cartes fidélités ‘DataCandy’
• Intégration de la nouvelle interface à l’application Comptoir de Service
• Impression du bon de livraison en ordre alphanumérique de code produit (VEN_ComLiv)
• Possibilité de libérer des BO sans livrer toute la commande
• Rapport des points accumulés pour les cartes fidélités
• Expédition, conserver les paramètres par usager
• Importation de fichier ‘Carpet Estimating’, ajouts de règles de prix
• Nouveau rapport de vente pour lister les estimés transférés en commande de vente
• Réclamation aux fournisseurs
• Permettre de changer la date de facture au niveau du comptoir de service
• Prise de paiement par carte de crédit avant la livraison de la marchandise
• Génération des commandes au bureau chef - Transfert des notes de lignes
• Empêcher de transformer une commande de vente en estimé
• Annulation des commandes de vente en BO en lot
• Rapport de Projection des Ventes
• Ajouter un sous-total livrable dans l'onglet détail de la commande vente (VEN_ComLiv)
Recevables
• Lettre de rappel pour les comptes à recevoir
• Caisses recettes possibilité de tri et filtre dans l’onglet détail
• Gestion des cartes fidélités multiples
Achats
• Refacturation de l’inventaire aux magasins (spécifique)
• Forcer un entrepôt de destination dans un profil achat
• Personnalisation de la grille de détail pour les listes prix achat
• Transfert en batch vers Solo EDI à partir des réquisitions
• Envoi par le Centre de Distribution, ajouter une page couverture
Payable
• Impression de chèque, avoir une deuxième copie sur papier blanc
• Envoie de fichier de Métadonnées pour les chèques fournisseurs
Contrat
• Ajouter une fonction pour forcer l’impression d'un devis de contrat à l'enregistrement du contrat
• Décompte Client, ajouter le champ ‘source de vente’
• Demander un mot de passe pour modifier un devis, si le décompte est créé
• Améliorations diverses aux contrats
Communications (EDI)
• Traitement des factures de ventes de ‘MaitreD’ dans Ogays