Fixed problem with sales order line description defaulting to stock item default description instead of using the description on the sales order line for sales order lines generated from contract lines. This would happen when editing the generated sales order line.
Fixed problem with an error appearing when view sales order lines linked to contract lines and the sales order line has already been despatched. It would say the line cannot be amended (as it was trying to update the sales order line description)
Date applied: January 6, 2022
Cannot reimport deleted contracts as the contract line is still checked in the background and shows an error.
Date applied: November 18, 2021
Date applied: November 19, 2021
Date applied: August 11, 2021
Date applied: July 28, 2021
Date applied: July 7, 2021
Date applied: June 19, 2021
Fixed problem with deferred transaction generated from credit amendment where daily calculations are not used. It wasn’t splitting the transactions equally, and the first transaction was much larger than the rest (although across all transactions total was correct)
Date applied: March 4, 2021
Fixed issue with when updating contracts, and an error appears (unrelated), the list wouldn’t refresh, thus potentially allow the user to create duplicate deferred transactions
Date applied: January 26, 2021
Added a lock on the post invoice update screen to prevent creating duplicate deferred postings
Date applied: January 22, 2021
Updated code to fix datamodel issues. (Pending line is not nullable).
Fixed big red cross problem on the process renewals screen when hitting the display button.
Also fixed an invalid cast error that may occur on some datasets on the process renewal screen.
Date applied: December 22, 2020
Fix to datamodel – was saying invalid column names on the renewal screen
Date applied: December 17, 2020
Fix to error when updating contracts saying length cannot be less than zero. This would happen if the job costing autonumbering format contained no 0’s in contract settings.
Date applied: December 10, 2020
Added setting to make sicon crm contact compulsory
Contract lines with zero value will not generate sales order lines. The contract line will be updated, but the sales order line will not be generated. If the contract line has a unit value but also has 100% discount, it will still generate the sales order line.
Added setting for generating sales order lines for a contract with a unit value of 0.
Updated sql script to default the invoice frequency to months if it has not been set.
Date applied: November 23, 2020
Fix to Total Remaining to Invoice value on the contract when amending a contract. The value wasn’t always correct once some invoices had been generated.
Date applied: November 20, 2020
Added Sicon CRM integration
Have added WarehouseName to web api update contract line method to make setting the warehouse easier.
Added setting to hide rolling flag
Added setting to hide trial flag
Added column for associated account name on contract details screen and contract lines desktop list
Added info button for Update Renewal Price on renewal tab on contract line screen
Changed update renewal prices by percent to accept a decimal value, not just a whole integer
Added billing description column to import
Added setting to calculate deferred amount based on days back into contracts. This is defaulted on.
Added contracts tab onto sicon crm company record
Added check for job header if job is set on import
Added update contract lines after the post invoices function in Enhancement Pack
Added bill in advance and arrears fields to the contract line web api methods
Added analysis code amendment to orders and returns generated from amendments and based on settings.
Changed wording on renewal tab on contract line for Update Renewal Price button to Update Using Price Book Value
Defaulted the radio selection on the update renewal prices screen if there is a default percentage in settings
If the renewal unit price was not set (for whatever reason), then it was displaying an error on the generate renewal screen. We now use 0 and so the lines will appear.
Fixed problem with a ‘Nullable object must have a value’ error when generating a sales order for a variable contract line after the first invoice has been generated
On new contract line, the invoice frequency was been set incorrectly, and not sticking to defaults.
Fixed problem with move up on contract order displaying an index out of range error.
Fix to updating contracts from sales orders was displaying an object reference error when only one line in the list was selected
Fixed problem with pro rata discount not working with enhanced discounts when quantity is more than one and invoicing is monthly
Fix for when setting enhanced discount, it wasn’t displaying the pro rata amount straight away. It was only showing it if the line was saved and then opened again. It now shows us the value straight away.
Fix for sql script when installing on new sites. Was complaining about nText cannot be compared
Fixes to contracts web api methods – wasn’t setting contract start date correctly. Wasn’t setting bill cover from date correctly, Couldn’t set the rolling flag. Couldn’t set the price interval
The total counter when generating sales orders from contract lines was incorrect. This has now been corrected. This is only shown when there are more than 1000 lines to process.
Fix for out of memory error when updating contracts after sales order posting. This was failing after about 15000 lines. It has now been testing on at least 50000 lines.
Fixed problem where if sales order generated from a contract was cancelled, and enhancemed discounts are used, then the discounts on the contract line would revert to 0.
Corrected filter check boxes on contract maintenance screen. Sometimes selecting the deleted flag would not show the deleted line if the line was cancelled as well.
Fix for contract line numbers using an existing line number when creating contract lines from new sales orders.
Fix to add contract line via web api, the next due date was not been set, and therefore the line wasn’t appearing in the list of sales orders to generate.
Improved error messages when importing variable prices for contract lines
Fixed problem where the bill cover to date was been reset when editing a contract line if pro rata dates had been entered.
The bill cover dates were been set incorrectly when adding lines via web api if the invoice frequency was anything other than months.
Fix for contract recon screen. The total of the deferred income on the first tab was different to the total of the deferred transactions for customer on the second tab. This was because the second tab transactions were excluding one off charges / credits. These are now included
Date applied: October 20, 2020