1. Document Processing - Set to Alternate Order Status Each Works Order has an order status – the standard five order status options are A-Active, C-Complete, H-Hold, F-Forward and D-Deleted.As mentioned above Bill of Materials now allows for up to five alternate user-defined status codes. The codes, m... Read More
2. Change Status - Confirmation Items This new feature allows you to define up to five items for confirmation when the order status for a works order is changed and to tie these into a change from/to selected status codes. For example, when changing a works order from A-Active to C-Compl... Read More
3. Alternative Works Order Status Codes Each Works Order carries an Order Status. These are pre-set codes that categorise the orders as:  A Active Order H Held Order F Forward Order D Deleted Order C Completed Order This new feature allows for the definition of up to five user-defined... Read More
4. Automatic Documents - Abandon if Insufficient Component Stock Print and Build Documents within Bill of Materials allow the system to validate the component issue quantity against the physically available value on the stock record. If insufficient stock on any component line, the system can then prompt for the d... Read More
5. Reset Discount% on Price Change Where Order Entry operators can negotiate sales prices they may often be amending an order that was previously issued as a quote where the quote was entered with a price and a discount. When overtyping the price the previously entered discount is kep... Read More
6. Negative Order Quantities and Batch Tracking Order entry options for the Sales and Purchase Order Processing allow you to enter negative order quantities.  This can be useful when you are entering orders for customer/supplier returns as part of a new bigger order.  If items were set t... Read More
7. Apply Delivery Charge When Below Minimum Order Value Introduced in Datafile 2024 a new option to apply a surcharge to an order when the order was below a minimum order value – the surcharge taking the value of the order up to the minimum. This new feature adds the option to add a delivery charge line... Read More
8. Order Entry - Prevent Amend of Order Qty Below Item Value As part of the Order Entry validation processes the system will not allow you to amend the order quantity below that which has been delivered/invoiced. Similarly, the system will not allow you to delete a line if it has been delivered or invoiced nor... Read More
9. Order Acknowledgements - Set to Alternate Order Status Each Sales / Purchase Order has an order status – the standard six order status options are Q-Quote, A-Active, C-Complete, H-Hold, F-Forward and D-Deleted. Sales and Purchase Order Processing also allow for up to five alternate user-defined status ... Read More
10. Stock Issues - Confirm Cost Price When you issue stock to a job within job costing the system prompts for the value – whilst this often defaults to the cost price it is actually the ‘sales’ value of the issue.If overtype the value then this is used as the sales value of... Read More