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MYOB EXO Business Release Notes 2016.1

Contents Introduction 1

What’sNewinthisRelease?......................................................................1

Installation 2

Pre-InstallRequirements............................................................................2

DatabaseServer.....................................................................................................2

ClientWorkstation.................................................................................................3

OtherRequirements..............................................................................................3

InstallingMYOBEXOBusiness....................................................................4

Post-Installation.......................................................................................11

LoggingintoEXOBusiness...................................................................................11

InstallingEXOBusinessServices...............................................................12

SettinguptheServices.........................................................................................15

NewFeatures 17

ImportantUpgradeNotice.......................................................................17

UpdatestoNonAccounts.........................................................................17

ActiveFlag............................................................................................................17

RestrictingtheAbilitytoConvertNonAccounts..................................................17

CompositeBusinessAlerts.......................................................................18

DepositsonSalesOrdersinEXOPOS.......................................................19

DocumentsonWorksOrders...................................................................20

LineOrderingonSubscriptions................................................................20

ResolvedIssues 21

EXOBusinessCore....................................................................................21

EXOJobCosting........................................................................................23

EXOIntercompany....................................................................................23

EXOCRM...................................................................................................24

KnownIssues 25

Appendix1:ProfileSettings 27

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Introduction

What’s New in this Release?

The2016.1releaseisfocussedonaddressingitemsmostrequestedbyusersandimplementersoftheEXOBusinesssystem.Someoftheseareentirelynewfeaturestothesystem;othersaresometimessubtlebutvaluablechangesaimedatfurtherimprovingtheefficiencyofexistingfunctionalityorremovingcomplexity.Thechangesarenotlocalised;rather,theyareacrossthescopeoftheentireEXOBusinesssuitewithcircumspectchangesinalmosteveryareaincludingJobCosting,CRM,Subscriptions,ServiceableUnits,EnhancedPOSandtheIntercompanymodule.

Thepurposeofthisdocumentistoprovideessentialinformationontheinstallationanduseofthisrelease:

• TheInstallationsectionprovidesanoverviewoftheinstallationprocess,includingpre-installationrequirementsandpostinstallationsteps.

• TheNewFeaturessectiondescribesallnewfeaturesintroducedinthisrelease.• TheResolvedIssuessectiondescribesallissuesthathavebeenaddressedby

thisrelease.• TheKnownIssuessectiondetailsanyissuesinthisreleasethathavebeen

identifiedasrequiringattention.• TheNewProfileSettingsappendixattheendofthisdocumentsummarisesall

changestoEXOBusinessprofilesettingsincludedinthisrelease.

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Installation

Pre-Install Requirements

MinimumsystemrequirementsforPCsrunningMYOBEXOBusinesscomponentsaredetailedbelow.FulldetailsofrequirementsandsupportedoperatingsystemsforMYOBEXOBusinessareavailableontheMinimumSystemRequirementspageontheMYOBwebsite.

TheperformanceoftheEXOBusinesssystemisnotassurediftheserequirementsarenotmet.Similarly,performancecannotbeassurediftheEXOBusinesssystemisinstalledonaserverthatisalreadyunderloadfromotherprocesses,oraRDBMSthatisnotsuitablefortheorganization’svolumeofdata(see“SQLExpress“onpage3).

Database Server AnyserverwhereanMYOBEXOBusinessdatabaseisinstalledshouldmeetthefollowingminimumrequirements:

• WindowsServer2008,WindowsServer2012• ThelatestServicePackfortheWindowsoperatingsystem• IntelPentium®42.4Ghzprocessor(orequivalent)• 2GBRAM• 20GBofharddiskspace+10MBperuser• MicrosoftDataAccessComponents(MDAC)2.8orlater• AsupportedversionofMicrosoftSQLServer:

o MicrosoftSQLServer2008R2/SQL2008R2ExpressEdition

o MicrosoftSQLServer2012/SQL2012ExpressEdition(however,seetheKnownIssueonpage26).

o MicrosoftSQLServer2014/SQL2014ExpressEdition

• ThelatestServicePackfortheversionofSQLServeryouareusing

MYOBEXOBusiness2016.1worksbestonMicrosoftSQLServer2014(version12.0.2495.0)StandardorEnterpriseeditions.

SQL Server MicrosoftSQLServermustbepresentontheEXOBusinessDatabaseServer.IfyouwanttouseaspecificeditionofSQLServer,makesureitisinstalledbeforerunningtheInstallationWizard.IfSQLServerisnotinstalled,theEXOBusinessInstallationWizardcaninstallSQLServer2008R2SP1ExpressEdition(SQLExpress)aspartoftheinstallationprocess(seepage7).WhicheverversionofSQLServeryouuse,itmustbesetuptouseMixedModeauthentication.

Installation

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TheblankanddemodatabasessuppliedwithEXOBusinesshavetheircompatibilitylevelssetto“SQLServer2008(100)”.WhenupgradingfromapreviousversionofEXOBusiness,databasecompatibilitylevelsareupdatedautomaticallyasfollows:

• SQLServer2008andlaterdatabasesaresettocompatibilitylevel100.• OlderversionsofSQLServerarenotupdated.

Seethefollowingwebpageforinformationoncompatibilitylevels:

http://msdn.microsoft.com/en-us/library/bb510680.aspx

SQL Express SQLExpressmaynotbesuitableforbusinesseswithmanyusers.SQLExpresshaslimitsontheamountofRAMandnumberofprocessorsitcanuse,whichaffectsthenumberofconcurrentusersthattheEXOBusinessdatabasecansupport.SeethefollowingMSDNarticleformoreinformation:

http://msdn.microsoft.com/en-us/library/cc645993.aspx

Client Workstation AnyclientworkstationrunningtheMYOBEXOBusinessapplicationmodulesshouldmeetthefollowingminimumrequirements:

• Windows7Enterprise,Windows7Professional,Windows7Ultimate,Windows8

• ThelatestServicePackfortheWindowsoperatingsystem• IntelPentium®41.3GHzprocessor(orequivalent)• Harddiskspaceasrequiredfortheoperatingsystem• 16-bitcolour,1024×768screenresolution

Other Requirements CertainfeaturesofMYOBEXOBusinessrequireoneormoreofthefollowing:

• Internetaccess• MicrosoftInternetExplorer7.0orlater• Adobe®AcrobatReader7.0orlater

MicrosoftOfficeconnectionrequiresMicrosoftWord/Excel2010to2013.

ContactsynchronisationrequiresMicrosoftOutlook2010to2013.

MYOBEXOBusiness2016.1requiresExonetLib.dllversion2016.1.0orlater.Version2016.1.0isincludedwiththisrelease.

Wheninstallingmanuallyon64-bitoperatingsystems,thefileRwEasyMAPI64.exemustbecopiedfromtheSupportingFiles\RapWarefolderoftheEXOBusinessDVDtotheinstalldirectory.RegisterthisfilebyrunningRwEasyMAPI64.exe /regserverfromacommandprompt.

Installation

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Installing MYOB EXO Business

Note: Beforeyouinstallthisrelease,werecommendyoutaketheprecautionofbackingupyourdata.EnsuretherearenoEXOBusinessmodulesrunning,locallyoronyournetwork.

To perform the installation: 1. InserttheMYOBEXOBusinessCDandselectInstallMYOBEXOBusinessonthe

Installtab.Iftheinstallmenudoesnotrunautomatically,runtheExoBusinessInstaller.exeprogramintheSupportingFilesdirectoryoftheCD.

2. ClickNextontheWelcomescreen.

3. Readthelicenceagreement,thenselectIaccepttheagreementandclickNext.

Installation

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4. SelectthecountryyouarebasedinandclickNext.

Note: Yourselectionhereaffectscertaincountry-specificdefaultsettingsthat

aresetupduringtheinstall,e.g.taxratesandbanks.

5. Selectthecomponentstoinstall.Choosefrom:

• MYOBEXOBusinessApplicationModules• Documentationfiles• EXOBusinessutilities• Ablank“live”MYOBEXOBusinessDatabase• Apre-configureddemonstrationdatabase• EXOBusinessCommonFiles

ClickNexttocontinue.

Installation

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6. IfyouchosetoinstalltheMYOBEXOBusinessApplicationModules,clickBrowsetochoosethedirectorywhereyouwanttoinstalltheprogramfiles,thenclickNext.

7. IftheMYOBEXOBusinessCommonFilesarenotinstalledonthisPC,click

BrowsetochoosethedirectorywheretheCommonFilesarelocated,thenclickNext.

Installation

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8. IfyouchosetoinstalltheMYOBEXOBusinessDatabasecomponents,youmustspecifywheretoinstallthedatabase:

• ToinstallonanexistingSQLServerinstance,selecttheinstanceandenterauserIDandpasswordforthatinstance.

• Tocreateanewinstancefortheinstallation,selectNewSQLServerinstanceonthiscomputer,thenclickBrowsetochoosethelocationofthenewinstance.ThiswillinstallSQLServer2008ExpressEdition.

Note: SeetheKnownIssuessectiononpage23forinformationontheinstallpre-requisitesforSQLServer2008R2SP1.

ClickNext.

Note: TheinstallermayappearunresponsivewhileittriestodetectSQLServer

instancesonthePC(thisprocessmaytakeaminuteormore).Donotcanceltheinstaller;simplywaituntilthedetectionoperationiscomplete.

IfyouselecttoinstallanewinstanceofSQLExpress,thelogondetailsforthenewinstancewillbe:

• Username:sa

• Password:$ExoAdmin7000

Youwillneedtosupplythesedetailswhenmigratingdata,orifyouwanttoconnecttotheSQLExpressinstanceforanyotherreason.

Installation

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9. ClickBrowsetochoosewheretheMYOBEXOBusinessshortcutsshouldbelocatedintheWindowsStartmenu,thenclickNext.

10. IfyouwanttocreateadesktopiconorQuickLaunchiconforMYOBEXO

Business,ticktherelevantbox(es),thenclickNext.

Installation

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11. Theinstallationisreadytobegin.ReviewthedetailsandclickInstalltoproceed.Ifyouneedtochangeanydetails,clickBacktoreturntothepreviousscreenandchangeyourselections.

12. Theinstallationprogressisdisplayed.

Note: Duringinstallation,otherwindowsmayappearifSQLExpressisbeing

installed.

Installation

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13. IfyouchosetoinstalltheapplicationmodulesbutnotthedatabasecomponentsonthisPC,youmustenterthedetailsofthedatabaseoncetheinstallationhascompleted.ClickTestConnectiontocheckthatthedetailsyouhaveenteredwork.Ifthetestpasses,clickNext.

Note: Onceacomputersuccessfullyconnectstothedatabase,aComputer

profileiscreatedforitinEXOBusinessConfig.

14. Theinstallationisnowcomplete.ChoosewhattodonextandclickFinish:

• RunMYOBEXOBusinesstoexplorethedemonstrationdatabase.

• RuntheConfigurationAssistanttosetupyournewMYOBEXOBusinessdatabase.

• ReturntoWindows.

Installation

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Post-Installation

OnceMYOBEXOBusinesssoftwareisinstalled,itmustbeconfiguredforuse.Optionally,datacanbemigratedintotheEXOBusinesssystemfromanotherMYOBproduct.TheconfigurationandmigrationprocessesaredetailedintheMYOBEXOBusinessImplementationGuide.

Logging in to EXO Business NewMYOBEXOBusinessdatabasesareinstalledwithoneormoredefaultuseraccounts.WhenloggingintoEXOBusinessforthefirsttime,youmustsupplythefollowinglogindetails.

Foranewblankdatabase(EXO_LIVE):

• Defaultadminuser=ExoAdmin• Defaultadminpassword=ExoAdmin

Forthedemonstrationdatabase(EXO_DEMO):

• Defaultadminuser=ExoAdmin• Defaultadminpassword=ExoAdmin• Defaultdemouser=demo• Defaultdemopassword=DEMO

Note: Passwordsarecase-sensitive.

Installation

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Installing EXO Business Services

OncetheEXOBusinesssystemissetup,youcaninstallsupportingservicesfortheEXOAPIandEXOEmailServiceusingtheEXOBusinessServiceSetupWizard,EXOBusinessServicesInstaller.msi.ThisinstallerissuppliedwiththemainEXOBusinessinstaller.ItmustberunonaserverthatalreadyhasEXOBusinessinstalledonit,andmustberunfromanaccountwithadministrativepermissions.

To perform the installation: 1. Double-clickontheinstallertorunit.Thewelcomescreenappears:

2. ClickNext.TheMYOBEXOEndUserLicenceAgreementisdisplayed:

Installation

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3. TickIacceptthetermsintheLicenceAgreementandclickNexttocontinue.

4. Selectwhichcomponentstoinstall.Choosefrom:

• TheEXOAPIService

• TheEXOMessagingService

Note: TheAPIconfigurationutilitiesarealwaysinstalled(see“SettinguptheServices”onpage15).

5. Theinstalllocationisdisplayedatthebottomofthewindow.ClickBrowsetochooseadifferentlocationifnecessary.

6. ClickNext.YouarenowreadytoinstalltheEXOBusinessservices.

Installation

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7. ClickInstalltobeingtheinstallation.Theprogressoftheinstallationisdisplayed:

8. Oncetheinstallationiscomplete,clickFinishtoclosethewizard.Youcan

choosetoopentheEXOBusinessServiceConfigurationutilitytosetupdetailsoftheEXOAPIservices.

Note: TheEXOBusinessServiceConfigurationutilityisinstalledinthesame

locationastheEXOAPIservices.Youcanruntheutility(MYOB.ED.EXO.Cloud.ServiceConfig.exe)fromthislocationatanytime.

Installation

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Setting up the Services TheEXOBusinessservicesmustbesetupforeachEXOBusinessdatabaseconnection,usingtheMYOBEXOBusinessServiceConfigurationutility.Thisutility,MYOB.ED.EXO.Cloud.ServiceConfig.exe,canberunimmediatelyafterinstallation,oryoucanopenitfromtheEXOservicesinstalldirectoryatanytime.

Note: AllsetupmustbeperformedontheserverthattheEXOBusinessservicesareinstalledon,usinganaccountwithadministratorprivileges.

Theutilitydisplaysconfigurationsettingsforthefollowingservices:

• EXOAPIConfigurationo APIServices–thisisthemainEXOAPIservice.o APIProviderServices–thisserviceconnectstheEXOAPItotheonline

relay.ThisserviceisonlyneededthisifyouwanttocommunicatewiththeEXOAPIremotely.

• EXOBusinessAlertsConfigurationo MessageServices–thisistheEXOBusinessmessaging(email)service.

ToconfigureanAPIservice,selectanEXOBusinessdatabaseconnection,thenclicktherelevantAddServicebutton.FortheAPIService,youmustalsoenteraBaseURL,whichisthelocationandporttheAPIisaccessibleon(thedefaultshouldbesuitableinmostcases,unlessyouwanttouseadifferentdirectoryand/orport).

Note: ForlocalAPIaccess,ensurethatyourfirewallisconfiguredtoallowtherelevantports,servicesand/orapplications.

TovalidatethattheEXOAPIhasbeensuccessfullyinstalledandsetup,navigatetotheBaseURLinawebbrowserorRESTclienttoseealistofavailableendpoints.

Installation

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Theconfigurationprocessforthemessagingserviceisslightlydifferent;wheretheAPIservicescreateaseparateinstanceforeachEXOBusinessdatabaseconnection,themessagingservicehasasingleinstance,whichcanhavemultipleconnectionstoit.

Toinstallthemessagingserviceinstance,selectadatabaseconnectionandclickAddConnection.Thisaddstheserviceandsetsupaconnectiontotheselecteddatabase.Toaddnewconnections,selectthemfromtheEXOConnectiondropdownandclickAddConnection.

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New Features

Important Upgrade Notice

TheExonetlib.dllDLLhasbeenupdatedinthisreleasetoremoveexternaldependenciesandreducethesizeoftheDLL.Whenupgradingmanually,makesuretoinstallandregistertheupgradedDLL—itsversionnumbershouldbe2016.1.0orlater.

Updates to Non Accounts

Active Flag AnewActiveflagisavailableontheNonAccountDetailswindow:

ThisflagworksinthesamewayastheActiveflagonDebtorandCreditoraccounts;iftheflagisunticked,thentheaccountisinactive,andwillnotappearonsearchwindows.

Restricting the Ability to Convert Non Accounts

AnewUser-levelprofilesettingisavailabletocontrolusers’abilitytoconvertNonAccountstoDebtorsorCreditors.WhentheAllowconversionofnon-accountstoDebtororCreditoraccountssettingisunticked,theConverttoDebtorandConverttoCreditorbuttonsontheNonAccountDetailswindowaredisabled.Also,whenconvertinganOpportunitytoaSalesOrderinEXOCRM,usersarenotaskediftheywanttoconverttheNonAccountontheOpportunitytoaDebtor.

New Features

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Composite Business Alerts

ThisreleaseaddstheabilitytocreatecomplexBusinessAlertrulesthatreferenceotherrules.

TheActivecheckboxonallruleshasbeenreplacedwithadropdown,containingthefollowingoptions:

• Active–therulewillbeappliedtotheselectedeventwheneveritoccurs.• Inactive–therulewillnotbeapplied.• SubRule–therulewillbeappliedwhenitisusedaspartofacompositerule.If

itisnotpartofacompositerule,itwillnotbeapplied.

Anew“Composite(list)”typeisavailableintheRuleTypedropdownwhenaddinganewBusinessAlert.Ifthistypeisselected,theeventconditionsarereplacedwithatablewhereyoucanaddexistingBusinessAlertsandspecifyhowtheyshouldbeusedtogether:

ClickAddRuletoselectanexistingruletoaddtothecompositerule.Youcanselectanyruleforthesameeventasthecompositerulethathasitsstatussetto“SubRule”.

TheOperatorcolumnletsyoudeterminewhethertheselectedrulesshouldbeevaluatedwithandANDorandORcondition,e.g.ifrulesA,BandCarealladdedwiththeANDoperator,thecompositerulewillbetriggeredifallthreearetriggered;iftherulesareaddedwithanORoperator,thecompositerulewillbetriggeredifanyoneofthemistriggered.

New Features

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Deposits on Sales Orders in EXO POS

EXOPOSnowallowsdepositstobeenteredonSalesOrderswhenusingtheshoppingcartfunctionality.

Note: TheshoppingcartisavailableaspartofEXOPOSAdvantage,whichisaseparatelylicensedadd-ontoEXOPOS.

Whenprocessingthesalethroughtheshoppingcart,ifanyofthelinesaremarkedas“Order”,anewDepositcolumnwillbeavailableonthepaymentscreen:

Thiscolumncanbesetto“Yes”toindicatethatapaymentlineisadepositontheorder.WhentheSalesOrderissaved,thepaymentwillberecordedasadeposit:

New Features

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Documents on Works Orders

TheWorksOrderswindownowhasaDocumentstab:

ThistabbehavesinthesamewayastheDocumentstabsthatareavailableonotherrecords.Youcanaddandremovedocumentsusingthestandarddocumenttoolbarbuttons,andyoucanattachadocumentbydragginganddroppingitontotheDocumentstab.

Line Ordering on Subscriptions

Itisnowpossibletocontroltheorderoflineitemsonsubscriptions.NewarrowbuttonsareavailableontheSubscriptionswindowtomovelineitemsupordown:

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Resolved Issues

EXO Business Core

ServiceRequestID Description

127043737215126783397985 OriginallyresolvedinEXOBusiness2015.5.1TheGenerateCreditright-clickmenuoptionontheTransactionstaboftheDebtorAccountDetailswindowdidnotcreateastocktransactiontoputtheitembackintostockonhand,asitwasincorrectlyprocessingitasacreditforajobproformainvoice.Thishasbeenresolved.

144125925121435198448114351984573143519845671435198456114351984549143519845351435198452114351984497143519844811237399521712501410401811626448585112364823431111868467461122041163111184069761127194475338127194475221

Thisreleaseaddsan“<AllBranches>”optiontotheBranchdropdownontheDirectDebitswindow:

118034393951119396674141270086467111893574491117995325611161347253211993539759119650220361507333063311140076538115005906264

ThisreleaseaddressesissueswiththeVariableCostfunctionofStockitems:

• TheVariableCostfunctionwasonlyavailableinDebtorsinvoicingandEXOPOS;thisreleaseaddsthefunctiontoSalesOrders.

• TheVariableCostfunctiondidnotworkforfreightlineswherefreightwasaVariableCostitem.Thishasbeenresolved.

111689051292111528117776117883964111121130678591126631146848126631146861126631146888126631146912126631146833126631146874126631146925

ThemailshotfunctionontheInvoiceBatchPrintingwindowdidnotusetheinvoiceformfilelogic;italwaysusedInvoice.clf,insteadofInvoice1.clf,Invoice2.clf,etc.asappropriate.Thishasbeenresolved.

114492956835114472037891114472037904114472037917114472037929114472037941114472037953114472037965114472037977114472037989114472038001

Whena.SAMreportwassavedfromtheSalesAnalysisDesigner,ifthereportincludedanInListfilterofstringvalues,extraquotemarkswereaddedaroundthevalues,whichmeantthatthereportreturnednodatawhenrun.Thishasbeenresolved.

119860616451128562703011285627110119440078811223234703112995696679114995966216114810018764

TheInwardsGoodsCostingwindowdidnotupdatetheSupPricecolumnwhenadiscountwasapplied.Thishasbeenresolved.

Resolved Issues

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14719339707144283210011157388622811561970537

OntheTransactionstaboftheStockItemDetailswindow,right-clickingonatransactionandselectingViewSourceTransactiondidnothingifthetransactionwasaWorksOrdertransaction.Thishasbeenresolved.

114995966216114810018764 ThisreleaseaddstheabilitytoshowaSupPriceFOREXamountinthesummarybaratthebottomoftheInwardsGoodsCostingwindow.

1846263003716749762871 Whenperformingabankreconciliation,thepromptforallocationsonlyappearedwhenprocessingarefund.Thishasbeenresolved;thepromptnowappearsforpositiveandnegativetransactions.

127869146136128305558701127733788861

WhenusingtheIntegratedCashbookinacompanythatusesforeigncurrencies,theGSTratecolumnwasmislabelledExRate.Thishasbeenresolved.

- WhencheckingforpendingapplicationsinBankFeeds,theerror“Unabletoloadbankfeeddataduetoinvalidlogininformation.UnauthorizedtoaccessthisBankFeederror404.”alwaysappearediftherewerenoapplicationspending.(Theerrordidnotoccuronceanapplicationhadbeenentered.)Thishasbeenresolved.

- NegativestockchecksonSalesOrdersignoredthelocation(s)onorderlinesandonlyusedtheheaderlocation,whichcouldresultinincorrectnegativestockwarningsifthelocationsdiffered.Thishasbeenresolved.

- SomeoftheerrormessagesthatcanappearontheSalesOrderswindowshavebeenre-wordedtomakethemmoredescriptiveoftheproblemthattriggersthem.

- WhenenteringaCreditorsInvoice,iftheselectedCreditoraccounthasitsDefaultInvoiceModesetto“GL”andadefaultGLcodespecified,thentheGLcodewouldbeautomaticallypopulatedontheCreditorInvoiceEntrywindow.Inpreviousversions,thisauto-populationwouldoccurforthefirstlineontheinvoiceonly;asofthisrelease,thedefaultGLcodeisnowpopulatedautomaticallyforalllinesaddedtoaCreditorInvoice.

- WhencreatingtransactionsintheIntegratedCashbook,iftheEnforcetransactionperioddatesduringinvoiceentryprofilesettingwassetto“DonotEnforce”,transactionswithadateoutsidetherangeoftheselectedperiodwouldhavetheirperiodchangedtoaperiodwithinthespecifieddaterange,i.e.thesystembehavedasthoughtheprofilesettingwassetto“AutoEnforce”.Asthishappenedafteranyvalidationhadtakenplace,itwaspossibletopostatransactiontoalockedperiod.Thishasbeenresolved.

Resolved Issues

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EXO Job Costing

ServiceRequestID Description

12138661472121376729121235273762117475755241169336451161267649444111182190243111473013775412715099718413721546961

TheServiceableUnitssearchwindownowincludesanoptiontoexcludeinactiveunits:

1884822321411174136118417993841101

WhenthePreventprocessingtonegativestocklevelsprofilesettingwasenabled,negativestockchecksonjobsonlylookedatindividuallines,andnotthejobasawhole,whichresultedinincorrectnegativestockwarningsincaseswherestockitemswereaddedandremovedandtheneteffectwaspositivestock.Thishasbeenresolved.

120687070584119869557601

ConvertingstockitemstoaserialisedoutputiteminJobCostinggeneratedtheerror“ErrorExistingSNQuery:Duplicateindexname'Filters'”.Thishasbeenresolved.

EXO Intercompany

ServiceRequestID Description

11240086858312425436791112218590503111238994063115467655461

IfaGLjournaltransactionfromthepreviousfinancialyearisenteredintoanEXOIntercompanysourcedatabase,andthistransactionaffectstheprofitorlossforthatyear,thenthepreviousyear’sprofitfigure(retainedearnings)inthebalancesheetneedstobeadjustedbythatamount.Whenthistransactiongetsreplicatedtotheconsolidationdatabase,itisinsertedintotheperiodcorrespondingtothetransactiondate(thefinancialyearmaybedifferentintheconsolidationdatabase).If,whenthistransactionisinserted,itcorrespondstoaprioryear,ittooneedstocreatearetainedearningsadjustmentinthatdatabase;however,inpreviousversions,thesystemdidnotdothis.Thishasbeenresolved;retainedearningsadjustmentsarenowcreatedastheyshouldbe.

1804025767212202360350117825794241

Insomecases,Creditorsinvoicesuspendedbatchesinasourcedatabasewereenteredintoanincorrectperiodintheconsolidateddatabase.Thishasbeenresolved.

Resolved Issues

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EXO CRM

ServiceRequestID Description

11782247028179652431311298380506111770969611

Thisreleaseaddstheabilitytorestrictusers’accesstotheConverttoDebtororConverttoCreditorbuttonsontheNonAccountswindow—seepage17.

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Known Issues Thefollowingissueshavebeenidentifiedasrequiringend-userattentioninthisrelease.

Installation/Upgrade Issues • IfyouareusingtheMYOBEXOBusinessInstallationWizardtoinstallan

instanceofSQLExpress,thefollowingmustbemustbepresentonthePC:o .NETFramework3.5SP1–youcandownloadthisfrom:

http://go.microsoft.com/fwlink/?LinkId=120550o WindowsInstaller4.5–youcandownloadthisfrom:

http://go.microsoft.com/fwlink/?LinkId=123422o WindowsPowerShell1.0–youcandownloadthisfrom:

http://go.microsoft.com/fwlink/?LinkId=120552• DuetosecuritysettingsimposedbyWindows,CHMHelpfilescannotbeviewed

fromaremotelocation—thismeansthatyoucanonlyviewtheEXOBusinessCHMHelpfilesiftheyhavebeeninstalledonthelocalPC.SeeMicrosoftKnowledgeBasearticle892675formoreinformationonthisissueandsuggestedworkarounds.(ThisissuedoesnotapplyifyouareviewingonlineHelpfilesontheEXOBusinessEducationCentre.)

Demo Data Issues ThestoredprocedureSP_DEMO_DATA_DATE_UPDATER,whichupdatesthedataindemodatabasestothecurrentdate,wasupdatedinEXOBusiness8.4.ThisstoredprocedureisonlyavailableintheEXO_DEMOdatabase,whichmeansthatanyexistingdemonstrationdatabasesusedbypartnerswillnotbeablerolltheirdemodataforward;thesedatabaseswillneedtobere-createdbasedontheupdatedEXO_DEMOdatabaseinordertousetheupdatedSP_DEMO_DATA_DATE_UPDATERprocedure.

Job Costing Resource Issues Whenaresourceallocationiscreated,anActivityfortherelevantstaffmemberisautomaticallycreatedintheEXOBusinesssystem;however,iftheresourceisnotassociatedwithastaffmember,theActivitywillnotappearontheActivitySearchwidgetontheTaskSchedulertab.

Asaworkaround,adummystaffaccountcanbecreatedtoassociatenon-staffResourceswith.

Known Issues

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SQL Server 2012 Issues AllversionsofSQLserver2012exhibitedasubtle,butnowwell-knownchangeindefaultbehaviourwithregardtoidentityorautonumbersequences.InMYOBEXOBusiness,thiswouldbeexperiencedasanunexpectedanomalywherenumbersequencescouldapparentlyspontaneouslyjumpbyincrementsof1000iftheSQLserverwasrestarted.

ThisbehaviourwasreversedinSQLserver2014,butnoknownsolutionexistsforcompletelypreventingthisbehaviourinanyversionsofSQLserver2012,otherthantoupgradetoSQLserver2014tocompletelyeliminatethepotentialforthisissuetooccur.

SQL Server 2008 R2 prior to SP3 MYOBEXOBusinessusesaSQLServerfeaturecalledCommonLanguageRuntimeIntegration.ThisfeaturewasdisabledbydefaultinversionsofSQLServer2008R2priortoServicePack3.Ifthisfeatureisnotenabled,usersmayencounterthefollowingerrorduringtheupgradeprocess:

Updatingserverconfiguration:'clrenabled'