Release Notes - OrderWise€¦ · FMD Manual Adjusting Out without Decommissioning ... Automatic Display of ‘Sales Allocations’ in HHT ontainer Goods In ... (Courier Integration,

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Orderwise 2019 Version 19.5 May 2019

Release Notes

May 2019 Release

v19.5

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Table of Contents Accounts ............................................................................................................................................................................................. 4

Disputed Sales Invoices in Opening Balance Import ..................................................................................................................... 4

Bank Export Definition – Yorkshire Bank Alternate....................................................................................................................... 4

Courier Integration ............................................................................................................................................................................. 4

Amendment to ‘Panther Logistics’ ................................................................................................................................................ 4

‘Europaket’ Courier Integration .................................................................................................................................................... 4

MetaPack - Upgrade to TLSv1.2 .................................................................................................................................................... 5

‘XDP API – Direct Feed’ To Use Multiple Accounts........................................................................................................................ 5

Integration with Decker Courier .................................................................................................................................................... 5

‘BJS – Local Direct Feed’ Courier Integration Amendments .......................................................................................................... 5

Despatch ............................................................................................................................................................................................. 6

Output Collection Notes when Planning Runs .............................................................................................................................. 6

Falsified Medicines Directive .............................................................................................................................................................. 6

FMD Manual Adjusting Out without Decommissioning ................................................................................................................ 6

General................................................................................................................................................................................................ 6

Added ‘Customers Also Bought’ Functionality .............................................................................................................................. 6

Restrict Deleting Contact Manager Records ................................................................................................................................. 6

Speed Improvements and Customer Discount Structure Order Limits Control ............................................................................ 7

Print Courier PDF Labels without using Adobe Acrobat ................................................................................................................ 7

Invoicing .............................................................................................................................................................................................. 8

Integration with QuickBooks Desktop 2019 .................................................................................................................................. 8

Manufacturing .................................................................................................................................................................................... 8

Variant Analysis Fields Available on the Work in Progress Grid .................................................................................................... 8

Fixed Additional Duration for Works Order Types and Groups .................................................................................................... 8

Mobile Device ..................................................................................................................................................................................... 9

Ad Hoc Verification of Outbound Serial Traced Variants .............................................................................................................. 9

Allocate from any Transaction when using Ad Hoc Picking .......................................................................................................... 9

Automatic Display of ‘Sales Allocations’ in HHT Container Goods In ............................................................................................ 9

Purchasing ........................................................................................................................................................................................... 9

‘Pricing Overview’ Button Added to the To Purchase Report ....................................................................................................... 9

Update Back to Back and Direct Sales Order Dates through Purchase Orders ........................................................................... 10

Promised Date History - Purchase Orders and Shipping Containers ........................................................................................... 10

Purchase Activity Grid - More Order Copy Options Added ......................................................................................................... 11

Reports & Layouts ............................................................................................................................................................................. 11

Profit & Loss Reports - Year End Journal Amendments .............................................................................................................. 11

Balance Sheet Layout Amendment ............................................................................................................................................. 11

Sales .................................................................................................................................................................................................. 12

GoCardless Changes .................................................................................................................................................................... 12

Add Customer Special Prices in Sales Order Entry ...................................................................................................................... 12

Stock.................................................................................................................................................................................................. 13

Product Attributes Templates ..................................................................................................................................................... 13

Variant Case Measurements ....................................................................................................................................................... 13

Link Transformation Variants ...................................................................................................................................................... 13

Store EPOS ........................................................................................................................................................................................ 14

Variant Free Stock Shown on EPOS Order Lines.......................................................................................................................... 14

Parked Orders ID to Start at 1000 ............................................................................................................................................... 14

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Help Guide Pages .............................................................................................................................................................................. 15

The following pages have been added for this release: .............................................................................................................. 15

The following pages have been updated for this release: .......................................................................................................... 16

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Accounts

Disputed Sales Invoices in Opening Balance Import

OrderWise Ref: 37076

Menu Option: Accounts | Utilities | Opening balance import | Open sales invoices and credits

Dispute Reason

Status: Enhancement

Licensed Feature: Yes (Accounts)

Detail: Disputed sales invoices can now be imported using Opening Balance Import.

Bank Export Definition – Yorkshire Bank Alternate


Menu Option: Accounts | Bank | Bank accounts | e-Banking | Batch payment export definition

Yorkshire Bank Alternate Export (CSV)

Status: New Development


Detail: A new alternate export definition for Yorkshire Bank has been created.

Courier Integration

Amendment to ‘Panther Logistics’


Menu Option: System | Sales Order | Delivery Methods | Courier Information

Additional info 1

Status: Enhancement

Licensed Feature: Yes (Panther Logistics)

Detail: The delivery header date/time is now exported to Panther in the field ‘SupplierCollectionDate’. It will

not be exported if the stock location reference is ‘Panther’. The field ‘DeliveryDate’ is now only

exported if the ‘Additional info 1’ field, within the Delivery Method form, is set to ‘Auto book’. It will

not be exported if the stock location reference is ‘Panther’ (based on the first item of the delivery).

‘Europaket’ Courier Integration


Menu Option: System Settings | Despatch | Courier Integration | Europaket

Despatch | Courier Integration


Licensed Feature: Yes (Courier – Europaket)

Detail: Integration with Courier ‘Europaket’ has been added. Multiple Europaket accounts can be set up to

facilitate order despatch via separate accounts. The ‘Username’ and ‘Password’ fields in the Courier

record will override the corresponding System Settings fields when populated. Please note: The

System Settings ‘Username’ and ‘Password’ must always be populated, regardless of which details are

being used.

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MetaPack - Upgrade to TLSv1.2


Menu Option: System | Despatch | Couriers | MetaPack V3 - International Direct Feed

Status: Enhancement

Licensed Feature: Yes (Courier - Metapack)

Detail: From the 17th of June, MetaPack plan to depreciate data transmission over TLSv1.0. The OrderWise

integration with MetaPack has thus been upgraded to use TLSv1.2.

‘XDP API – Direct Feed’ To Use Multiple Accounts


Menu Option: System | Despatch | Couriers | Courier Integration - Advanced

Account no

Label printer

System | Despatch | Couriers | Shipper Details

API key

Status: Enhancement

Licensed Feature: Yes (Courier - XDP)

Detail: Multiple XDP accounts may now be set up to facilitate order despatch via separate accounts. The

‘Account no’, ‘Label printer’ and ‘API key’ fields in the Courier record will override the corresponding

System Settings fields, when populated. These System Settings must always be populated regardless

of which details are being used.

Integration with Decker Courier


Menu Option: System Settings | Despatch | Courier Integration | Decker


Licensed Feature: Yes (Courier - Decker)

Detail: Integration with Decker has been added as a licensed feature. The integration will export and import

the necessary files needed for shipping and tracking. This integration can be used with both Pick, Ship

and Pick, Pack, Ship.

‘BJS – Local Direct Feed’ Courier Integration Amendments

OrderWise Ref: 42944 & 42341

Menu Option: Despatch | Courier Integration

Status: Enhancement

Licensed Feature: Yes (Courier – BJS)

Detail: The ‘DeliveryDate’ on the outputted files will now be comprised of Delivery Header Datetime plus

Delivery Method Lead Time.

Additionally to the change above, parcel details will now be ignored and will only output records per

Variant or Kit component on the delivery. This means the mapping of certain fields on the outputted

files will now reference Variant fields, instead of Parcel fields. This also means that any changes on the

Ship Confirm form will now be ignored.

The courier’s response will now appear against the Delivery Header’s ‘Courier Data’ field.

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Despatch

Output Collection Notes when Planning Runs


Menu Option: Despatch | Transport Management | Planned Runs | Plan

Delivery Notes

Status: Enhancement

Licensed Feature: Yes (Transport Management)

Detail: On save/complete of a run containing collections, a Customer Return Collection Note is output when

outputting Delivery Notes.

Variant Analysis Fields Added to Orders Requiring Picking Lines Grid


Menu Option: Despatch | Orders Requiring Picking

Status: Enhancement

Licensed Feature: No

Detail: Variant analysis fields can now be brought through to the footer grid on the Orders Requiring Picking

tree-view node of the Despatch module.

Falsified Medicines Directive

FMD Manual Adjusting Out without Decommissioning


Menu Option: User Group Settings | FMD | Stock Adjustments

Allow FMD transactions to be adjusted out without decommissioning

Variant Information | Transactions

Status: Enhancement

Licensed Feature: Yes (Falsified Medicines Directive)

Detail: User Group Setting ‘Allow FMD transactions to be adjusted out without decommissioning’ has been

added, allowing stock to be adjusted out of OrderWise without using an FMD Adjustment Type. An

action will not be generated for this feature.

General

Restrict Deleting Contact Manager Records


Menu Option: User Group Settings | Contact Manager

Allow deletion of existing contact manager records

Status: Enhancement


Detail: A new User Group Setting has been added to restrict the deletion of Contact Manager records.

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Added ‘Customers Also Bought’ Functionality


Menu Option: Stock | Variant Record | Settings | Sales

Include in also bought calculations

System | System Utilities

Recalculate customer also bought

System Settings | Customer | Also Bought Upselling

User Group Settings | Sales | Order Entry

Customer also bought

Status: Enhancement


Detail: A user with the correct permissions will now see a new tab when adding or editing a Sales Order. The

‘Also Bought’ tab will show items that have been calculated as a good match to the selected Sales

Order line. The system utility should be run to create an initial set of comparisons. Variants will

recalculate their comparisons when added to a sales order, provided the time set in the System

Settings has passed, since the last recalculation.

Speed Improvements and Customer Discount Structure Order Limits Control


Menu Option: System Settings | Customer | General

Use customer discount structure order limits

Status: Enhancement


Detail: Allocating stock and generating picks is now quicker, as are recalculations for Sales and Purchase

Orders.

The use of the order limits on customer discount structures can be controlled by the setting ‘Use

customer discount structure order limits’. Please note: If order limits have been set up prior to the

May 2019 release, the setting defaults to on.

Print Courier PDF Labels without using Adobe Acrobat


Menu Option: System Settings | Despatch | Courier Integration | General

Print Courier PDFs Using OrderWise Printer Service


Licensed Feature: Yes (Courier Integration, Courier - Hermes)

Detail: This setting is OFF by default and in this state, PDF courier labels print off using Adobe Acrobat as

before. When the setting is ON, the courier returns a label which opens a separate hidden application

called PrintLabels.exe that then prints the label. This will repeat for each label that is to be printed. If

the label fails to print, the error will not be displayed or logged anywhere, this is consistent with how

Adobe works. Only PDF documents can be printed using this method. Currently, this setting affects

"Hermes API - International Direct Feed" and "MyHermes Business Accounts API - International Direct

Feed". More couriers may be added in future.

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Invoicing

Integration with QuickBooks Desktop 2019


Menu Option: System Settings | Invoicing | QuickBooks



Detail: OrderWise has been integrated with QuickBooks Desktop 2019. On the System Settings form, version

2019 has been added, while the options for versions 2010 and 2011 have been removed. Customers

who currently use either of these previous versions will not be affected when upgraded and will carry

on posting to their respective QuickBooks version.

Manufacturing

Variant Analysis Fields Available on the Work in Progress Grid


Menu Option: Manufacturing | Work in Progress

Status: Enhancement

Licensed Feature: Yes (Manufacturing)

Detail: Variant analysis fields have been made available on both the header and footer grids of the ‘Work in

progress’ tree-view node, within the Manufacturing module.

Fixed Additional Duration for Works Order Types and Groups


Menu Option: System | Manufacturing | Works Order Group | [Add/Edit]

Fixed additional duration (hrs)

System | Manufacturing | Works Order Type | [Add/Edit]

Fixed additional duration (hrs)

Status: Enhancement

Licensed Feature: Yes (Manufacturing, Works Order Planner)

Detail: A fixed additional duration can now be stored against Works Order Groups and Types, this time is

included in calculations for both total and remaining times against groups on the Manufacturing

Pipeline.

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Mobile Device

Ad Hoc Verification of Outbound Serial Traced Variants


Menu Option: System Settings | Mobile Device | Modules

Allow Ad Hoc Verification of Outgoing Serial Traced Variants

Status: Enhancement

Licensed Feature: Yes (Falsified Medicines Directive)

Detail: All FMD variants can now be ad hoc verified with the new System Setting enabled - Fully Traced,

Outbound FMD Serial & Outbound Serial. With the setting disabled, it will function as before and only

allow the ad hoc verification of Fully Traced FMD variants.

Allocate from any Transaction when using Ad Hoc Picking


Menu Option: Mobile Device | Picking

User Group Settings | Mobile Device | Picking

Allocate from any line on pick

Status: Enhancement

Licensed Feature: Yes (Mobile Devices)

Detail: With the new setting enabled, it is possible to pick any line of the current pick if it is available in the

scanned bin.

Automatic Display of ‘Sales Allocations’ in HHT Container Goods In


Menu Option: Mobile Device | GI. Container

Status: Enhancement

Licensed Feature: Yes (Mobile Devices)

Detail: ‘Sales Allocations’ form within the HHT Container Goods In will automatically display when a single

Purchase Order appears, which has Sales Order allocations, appears in the grid. The form can also be

opened automatically when selecting lines.

Purchasing

‘Pricing Overview’ Button Added to the To Purchase Report


Menu Option: Purchasing | Purchasing Reports | To Purchase Report

Pricing Overview

Status: Enhancement


Detail: The Supplier ‘Pricing Overview’ button, currently present in the Purchase Order Entry form, is now

available in the To Purchase Report.

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Update Back to Back and Direct Sales Order Dates through Purchase Orders


Menu Option: System Settings | Sales | Direct/Back to Back | {Back to Back – Additional Date Options}

Add Delivery Method Lead Time

Additional Days to Add

System Settings | Sales | Direct/Back to Back | {Direct – Additional Date Options}

Additional Days to Add

Status: Enhancement


Detail: Taking into account the delivery method lead time and any additional days, set within the new System Settings, updating the dates on a back to back or direct Purchase Order will update the corresponding dates on the linked Sales Order.

Please note: When updating a back to back Purchase Order, the System Settings 'Copy sales order header dates' and 'Copy sales order line dates' will need to be enabled for this to take effect.

Promised Date History - Purchase Orders and Shipping Containers


Menu Option: System Settings | Purchasing | General

Use Promised Date History

System Settings | Purchasing | Order Entry

Promised Date History

User Group Settings | Purchasing | Purchase Orders

Require Reason for Changes to Purchase Order Promised Date

User Group Settings | Purchasing | General | [Shipping Containers]

Require Reason for Changes to Container Promised Date



Detail: With the above mentioned System Settings enabled, the promised date for existing Purchase Orders

and Shipping Containers will be read only. As a result, a new ‘Amend promised date’ button will

become available to allow a new promised date to be entered, along with a reason. With the above

User Group Settings enabled, the reason becomes a required field. If the order header promised date

has been amended and then copied down to lines, the reason will also be copied to the lines.

If using Container promised date history, there will be a new button on the Shipping Container control

in the Purchase Order entry line information. Clicking this loads a new ‘Shipping Container Promised

Date History’ form, which will show the history for the selected container.

The ‘Batch edit purchase order lines’ grid is also affected, when both System Settings are enabled, as

the promised date column will not be editable. An Edit button will become available, which will access

the ‘Amend purchase order line promised date’ form. Once edited, the value can be copied down,

which again also copies down the reason.

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Purchase Activity Grid - More Order Copy Options Added


Menu Option: Purchasing | Purchase Activity | Copy

Order

Header



Detail: Two new options have been added to the Purchase Activity grid under the “Copy” menu. These

replicate what was already on the Purchase Order History grid. The keyboard shortcuts have been

amended to reflect this and as a result, the keyboard shortcut for copying lines is now ‘F6’.

Reports & Layouts

Profit & Loss Reports - Year End Journal Amendments

OrderWise Ref: 42430, 42431, 42432, 42433, 42434, 42435

Menu Option: Accounts | Reports

Reporting | Accounts

Profit & Loss Budget Comparison

Profit & Loss by Cost Centre

Profit & Loss by Period

Profit & Loss by Cost Centre Comparison

Profit & Loss by Department Code Comparison

Profit & Loss by Department Code

Status: Enhancement


Detail: The six profit & loss reports listed above will now use the new ‘Year end’ fields to recognise the

difference between a year end journal, a year end adjustment and a year end adjustment cleardown.

Balance Sheet Layout Amendment


Menu Option: Accounts | Nominal ledger | Output

Balance Sheet

Status: Enhancement


Detail: If a ‘total’ in the balance sheet layout is calculated to 0 this will now be displayed as ‘0’.

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Sales

GoCardless Changes


Menu Option: System Settings | Sales | Payment Gateway

Access token

Status: Enhancement

Licensed Feature: Yes (GoCardless)

Detail: The Grant access button has been removed and replaced with an Access Token field. A GoCardless

access token can be generated in your GoCardless account and pasted into this field, to use

GoCardless as a payment method.

Add Customer Special Prices in Sales Order Entry


Menu Option: User Group Settings | Sales | Order Entry | Lines

Manually add customer special price

Sales Order Entry



Detail: The ‘Manually added customer special price’ User Group Setting has been added, which will allow

access to the ‘Add customer special price’ button within Sales Order Entry. This button will display

against each Sales Order Line and will allow special prices to be added and amended. Confirmation

will be required if the price is at zero.

Customer Forecasting Report


Menu Option: User Group Settings | Customer

Add/edit customer forecasting

Sales | Customer forecasting report


Licensed Feature: Yes (Forward Demand Forecasting)

Detail: A new ‘Customer forecasting report’ tree-view node has been added into the Sales module. The

‘Add/edit customer forecasting’ User Group Setting will allow access to the Customer Forecasting

Report, giving Users the ability to view, input and amend Customer Forecasting.

Saving changes to forecasting, within the report, will attempt to add or amend prices against Price List

lines. If Price List lines cannot be added or amended, then an attempt will be made to add or amend

Customer Special Prices.

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Stock

Product Attributes Templates


Menu Option: System | Properties | Property Templates

Product Record | More | Properties | Batch add/edit properties

Variant Record | More | Properties | Batch add/edit properties

Status: Enhancement


Detail: Templates can now be created for product/variant properties and a new ‘Batch add/edit properties’

form has been added, so that values can be added against the entire template.

Variant Case Measurements


Menu Option: System Settings | Global | General

Case

Stock | Variant Record | Detail | More Information | Case Measurements

Weight

Quantity

Length

Width

Depth

Stackable



Detail: Case Measurement fields have been added to Variant details, for future robotics development.

Link Transformation Variants

OrderWise Ref: 40522 & 42738

Menu Option: Variant Record | Settings | Transformation

Restrict transformation variants

Variant Record | Settings | Transformation | Transform Variants

System | Import Data

Status: Enhancement


Detail: Transformable Variants can now be linked to specific Variants in the same Product, using the new

‘Transform Variants’ grid within the Variant’s settings. This will limit the Variant to only transform into

those Variants added to the grid. The setting ‘Restrict transformation variants’ must also be enabled.

Data can be imported to the ‘Transform Variants’ grid using the ‘Variant transformable variants (add

only)’ option, within the Import Data Wizard.

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Store EPOS

Variant Free Stock Shown on EPOS Order Lines


Menu Option: System Settings | Store EPOS

Show stock level on order line


Licensed Feature: Yes (Store Management, Stores, Store Tills)

Detail: The ‘Show stock level on order line‘ System Setting has been added to allow the free stock level, for

the Store’s stock location, to be shown on the line without needing to go into the Variant Information.

Parked Orders ID to Start at 1000


Menu Option: N/A


Licensed Feature: Yes (Store Management, Stores, Store Tills)

Detail: A new utility has been added to the installer to update parked order ID’s to start at 1000, if there are

no existing parked orders.

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Help Guide Pages

The following pages have been added for this release:

Section Page

eCommerce Platform

eCommerce Platform | Trade Portal | Modules | Buy Together

eCommerce Platform | Trade Portal | Modules | Cut & Score

eCommerce Platform | Trade Portal | Modules | Gift Cards

eCommerce Platform | Trade Portal | Modules | Incomplete Order Notifications

eCommerce Platform | Trade Portal | Modules | News

eCommerce Platform | Trade Portal | Modules | Onestops

eCommerce Platform | Trade Portal | Modules | Pick & Mix

eCommerce Platform | Trade Portal | Modules | Postcode Finder

eCommerce Platform | Trade Portal | Modules | Product Reviews

eCommerce Platform | Trade Portal | Modules | Promotions

eCommerce Platform | Trade Portal | Modules | Reward Points

eCommerce Platform | Trade Portal | Modules | SEO & Marketing

eCommerce Platform | Trade Portal | Modules | Store Locator

eCommerce Platform | Trade Portal | Modules | Subscriptions

eCommerce Platform | Trade Portal | Modules | Variant Display Options

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The following pages have been updated for this release:

Section Page

Allocation Allocation | Allocate By Order

Allocation | Allocate By Variant

Despatch Despatch | Courier Integration

Despatch | Delivery History

eCommerce Platform

eCommerce Platform | Trade Portal | Modules | Feature Comparison

eCommerce Platform | Trade Portal | Modules | Previously Purchased

eCommerce Platform | Trade Portal | Modules | Quick Order

eCommerce Platform | Trade Portal | Modules | Quotes

eCommerce Platform | Trade Portal | Modules | Saved Items

Mobile Device Mobile Device | Move Stock

Stock

Stock | Variant | More | Competitors

Stock | Variant | Purchase | General

Stock | Variant | Settings Tab

System System | Reports & Layouts | Layouts

System | Security | Users | Manufacturing

System Settings

System Settings | Allocation | Show bulk orders in allocation

System Settings | Despatch | Courier Integration | General

System Settings | Manufacturing | General | Pipeline

System Settings | Purchasing | Purchase Invoices | Amalgamated Supplier Invoices

User Group Settings

User Group Settings | Accounts | Purchasing | Payments

User Group Settings | Despatch | Pack Scan

User Group Settings | Manufacturing | General | More

User Group Settings | Mobile Device | Manufacturing

User Group Settings | Sales | Order Entry | Line tab

Variant Information Variant Information | Transactions

Documents

Release Notes - OrderWise€¦ · FMD Manual Adjusting Out without Decommissioning ... Automatic Display of ‘Sales Allocations’ in HHT ontainer Goods In ... (Courier Integration,