Construction Manager & CIS

Added the ability to set groups on valuations to filter data on printed certificates.
- Previously the group would have been taken from the parent Application. As Applications and Valuation now work on a allocation method, grouping needed to be added to Valuations as well
Sales Transaction Enquiry will now use X tables for retentions check
- The Sage X table function has now been added to the Sales Transaction Enquiry to work in the same way it does for the Purchase Enquiry. This is because the CIS details are now available here.
Added a ‘clear’ button to Despatch Sales Orders Form
- This was an enhancement to the despatch screen added in a prior version this quarter.

Added pop up for user to suggest nominal to use when single retention release finds a difference in values from nominals. This will stop the ‘The nominal analysis total does not match transaction net value’ error from appearing.
Auto stock allocation setting should action when copying an existing sales order
Payment audits should include any allocated credit notes on a payment
Removed ‘Exclude all ‘materials only transactions’ tick box from CIS return screen
Valuation Invoice and Receipt Allocation Date will now use the Receipt date

Date applied: February 28, 2024