Key Features

Admin
- A new system setting under Admin / Defaults / Manage Products Defaults allows to control if product transfers occurring in Jobs are to create a transfer of cost of goods sold in the financials when the different locations have different GL accounts set up for purchases.	12209
- SPROCKIT™ only: The Stihl EDI Defaults screen has been updated to record the Stihl supplier account number per location. This allows having different supplier account numbers assigned to each location and will not stop Warranties from being sent to Stihl.	12399
- A new flag has been added to the Product Defaults menu which will allow you to decide whether new products are to have tracked quantities by default or not.	12526
- SPROCKIT™ Australia only: The Stihl OPEA Import Routine has been updated to allow for spaces in the product code field, and the cost price calculation has also been corrected. Information about this feature is included in this Knowledge Base Article: Stihl OPEA Import Routine.	12548
- Another option for receiving incoming remote connections from our Infusion Support team has been added to the help menu. This can be accessed from Help / Team Viewer Download. If you click on this option and then click save and run, it will install a light version of the Team Viewer software on your computer. This may be used instead of or in conjunction with the Help / Infusion Remote Access menu option. To save and run Team Viewer you will require the correct level of security access from your organisation to install new programs on your computer, otherwise you will need to request assistance from your IT department to install it in the first instance.	12556
- A new flag has been added to Manage Job Defaults / Cost Entry tab to make Job Departments mandatory on transactions. This option is enabled when Job Departments/Locations is activated. The requirement of Job Department has been made mandatory on transaction screens with the exception of Customer Quotes and Supplier Purchase Orders in saved or ordered status.	12565
- An error occurring when running the Partially Posted Invoices Repair Utility if the Fintrans record was broken for the invoice being repaired has been corrected.	12626
- SPROCKIT™ only: Product Types and Product Groups within the reserved range can now have part of their details edited. Restricted Product Types: It is possible to edit Sales Budgets. Fields in the Default tab remain as read only. Restricted Product Groups: It is possible to edit only the selection of GL codes and the value Floor Space Percentage on the Defaults tab; all other fields remain as read only. All other tabs can be edited completely.	12691
- Two new options have been added to the Manage Job Defaults screen: Use Quoted Sell Rates when assigning costs to Jobs Use Quoted Cost Rates when assigning costs to Jobs These options apply only when the lines of a quote are entered directly on the Job Modify screen. They will not apply to lines entered automatically into the job if they are received in a Job Purchase Order. Also, the Quoted Cost Rates will not apply if the line is for a Serial Tracked product or a Kitset.	12693
- A new tick box has been added to the Manage Supplier Defaults screen on the Orders tab to allow the user to select if the Ordered By field on purchase orders is to be always pre-populated with the Staff ID of the logged in user or if it is to be left blank. The upgrade process will set this tick box as selected by default.	12711
Import / Export
- An issue on Supplier Invoices imports which was doubling up the order quantities has been corrected.	12665
- A new export option has been added to the Exports section of the Import / Export module called "Supplier Prices". The export allows can be filtered by Supplier account and group. It can be run for just Preferred Suppliers if required. Product range options include Code, Group and Sub-group as well as All or a specific Product Type. Inactive Products can be excluded. The file created is in CSV format and contains the supplier account number and name, the product code, the supplier code, the description, type, group and sub-group; the latest cost in the product and in the supplier tab, and 8 price level columns.	12532

- The Supplier / PO Invoice Import processing logic (Import/Export Module) has been updated to correct an inconsistency when a Job Department is required.	12545
- A problem where Importing of Supplier Purchase Orders was not setting the Status of the Order correctly after import has been corrected.	12675
- A problem with rounding of GST on the Edward Gibbons Invoice with Products import key file has been corrected.	12690
Invoices
- The Margin and Mark-Up calculations on Customer Invoices, Quotes and Jobs have been updated to take into consideration discounts applied.	12544
- SPROCKIT™ only - applies to Field Days system. The system now responds to a switch file called StihlFieldays.txt which needs to be placed in the Sprockit folder. When this file exists: New Customer Accounts will be created with the email address for Stihl Customer Services and be configured to email Invoices. Customer Invoices will automatically send the email / PDF when the Process button is clicked. The Process and Email button has been removed (to avoid confusion). The Taken field will be displayed when the description field is accessed. This will only be visible if the product type is 50 or higher.	12629
- An error occurring when entering a product set to use dimensions on a customer invoice screen and the system is set to 'Convert millimetres to meters when using dimensions' has been corrected.	12708
- A problem with serial number items on build-ups being invoiced where the prompt "Not all serial numbers have been entered, you will need to enter these before posting." kept appearing has been corrected.	12727
Job Management
- The name of the button on the Job screen of Trade-In Jobs incorrectly showing "Invoice Now" instead of "Add to Stock" has been corrected.	12529
- Improvements have been made in the Quote for Insurance Job process: It is no longer possible to transform the Insurance Quote into a Job if details of the Insured Customer are not entered on the Quote first. The behaviour of the Job buttons on the Quote screen and the Quotes Management screen have been made consistent. It is no longer possible to invoice an Insurance Job if the Insurance Company details are not entered in the Job first. It is no longer possible to transform the Insurance Quote directly into an Invoice; it must be transformed into a Job first. When Invoicing an Insurance Job as per Quote and there are serial number tracked items on the Quote, the item must be assigned to the Job line before clicking Invoice Now if it is to be removed from stock.	12535
- An error occurring when trying to enter a product set to Use Dimensions in the Enter Job Costs screen has been fixed	12710
POS
- The Print POS Docket pop up that appears on the POS screen when the POS defaults are set to print invoices in True Type layout has been modified from a drop-down to a list where the font size has been slightly reduced in order to display the complete name of the available layouts. The layout selected as default is still the one showing as highlighted when the pop up appears.	12562
- It is no longer possible to recall a saved/held invoice that includes Build Ups from the POS screen. A POS user can re-open a pending invoice and process it, but it must be done from the Invoices Management screen. This restriction has been put in place to correct an inconsistency in POS that was resulted in deleted lines from inside Build Ups.	12570
- It is no longer possible to recall a saved Job Invoice on the POS screen. A POS user can still re-open and process a saved Invoice created from a Job, but it must be done from the Invoices Management screen.	12571
Products
- SPROCKIT™ only: A problem with the filter for Bin Location in the "Product Valuation Detail - By Bin Location" report, where the resulting data included products set to Bin Locations that were not in the selected range has been fixed.	12397
- A problem where products from Pricebooks used on Quotes were bringing up the Best Rate Warning has been corrected.	12514
- The Product Exception report has been improved to be more specific, to filter only certain types of errors and allow better reporting. It has the Product Code and Product Group as selection parameter ranges. It can be sorted by Product Code - or by the error / exception code in which case each error will start on a new page. The Margin check for each price level will check that the price is not zero, that the margin is within the parameter range and if there are quantity breaks that they are logically incremental. The GL Account Link Checks confirm that the Sales, Purchases and Closing Inventory GL accounts exist and are valid, that they match the Product Group setting if it exists and that they are of the appropriate GL type/function. The Cost Price Checks confirms that a latest cost exists and where average costing is used that the average cost exists. The Type Classification Checks confirms that the Product Type exists and is valid and matches the Product Group setting if it exists. The Group Classification Checks confirms that the Product Group exists and is valid. The Sub-Group Classification Checks confirms that the Product Sub-group exists and is valid, and the Product Group matches the setting if it exists. The Customer Item Type confirms that the Customer Item exists and matches any Product Type, Group or Sub-group setting that is entered. Currently NONE or DEFAULT can be accepted. The Quantity Checks confirms that non-tracked items and inactive items do not have stock quantities and that serial tracked items have serial number quantities that match the on-hand quantities. The Settings Checks confirms that the settings related to serial tracking and multiple serial tracking numbers match the Product Group setting. It also checks that no Product Codes are duplicated.	12642
- The Product Movement report has been updated to include a column for the stock turn.	12643

- A check for error "File '...\pb000000.dbf' does not exist." Has been added which stops it from occurring.	12669
- A new option has been added to the Settings tab in the Product screen called "Stop all Purchases". This setting stops the user from entering the product on a new Purchase Order line or on the line of a Manual Order from the Products menu. It also stops the Auto-Order processes from adding the product to the order. If the product was put on order before the setting is changed, it will still remain in the original order and can be received. The option only stops the ordering action, not the receipt; therefore, it will NOT stop the user from adding the product on a New/Receive Purchase Order either. This field has also been added to the available fields to import into on import routines for data type Products.	12694
Purchase Orders
- Previously when freight was entered into the freight field on a Purchase order and then processed as received, the freight component would not display on the printed copy of the Purchase order. Printing the Purchase order will now show the freight component.	12507
- An error occurring on the Purchase Order receipt screen when the date field was left empty has been corrected.	12640
Quotes
- An error occurring in the quotes screen when losing focus from the Margin/Mark-Up column of the grid has been corrected.	12619
- The shortcut for the 'Remove All Discounts' button of Quotes has been corrected by replacing it with Alt+R in order to stop conflict with the shortcut for the 'Delete Line' button (Alt+D).	12682
Staff
- When the Terms and Pricing option is removed from a staff member access, they are no longer able to make any changes to the Group on a Customer or access the drop-down selection as this would give them access to the Discount Matrix setup.	12558

- New fields have been added to the Manage Staff screen on the Product Map tab. These fields allow to set the normal working hours for each day of the week and also to set up which are the Standard Labour codes for the staff (codes displayed on the lookup screens are restricted to Product Codes set as Job Management Type "STAFF"). These fields have been added to aid in recording information that can be used on custom reports and exports. There are no standard reports or exports at the moment in the software that use the information in these fields.	12597
Supplier
- SPROCKIT™ only: It is possible now to import Stihl invoices into SPROCKIT™ , via the Digital Supplier Invoice Import screen. Information about this feature is included in this Knowledge Base Article: Suppliers Digital Invoice Import for Stihl Invoices	12518
- A new tick box has been added to the Invoices tab of the Manage Supplier Defaults screen which allows to restrict the date on the Purchase Order Receipts and the date on the Invoices to be in the same month or not. This tick box is set as selected by default.	12599
- A problem where the Supplier Invoice (No Products) was not always recalculating correctly the totals when the invoice was saved and recalled from the Pending Supplier Invoices (No Products) screen has been corrected.	12673
- A problem in the Digital Supplier Invoice Import screen making invoices uploaded to Xtracta invisible to the screen has been fixed.	12674
- A problem preventing users from deleting Invoices imported from Xtracta has been corrected.	12678
- A data type mismatch error caused by the index structure in the Supplier Digital Invoice Import screen has been corrected.	12707
System
- A message stating the limit of SMS messages has been added to the Send SMS screen, the Maintain Customer Template screen and the Electronic Marketing screen. A counter has also been added to these screens with the exception of the Electronic Marketing screen, which allows the user to see the quantity (or an estimate where custom fields apply) of characters entered on the message.	12641

- V8.460 will require installation on the server and on workstations as the IBSMAIN.EXE and SPROCKIT.EXE now check the version numbers of the workstation and server. If the version of the executable on the server and the workstation are not the same the application will advise you which one is the oldest and needs updating. Until both are the same the application will not be able to be launched from that workstation.	12616
- The upgrade process of this version will analyse data referring to Job Deposits received in previous versions and create adjustments if necessary. For systems with GST set to Payment Basis (Cash), it has been found that: Refunded Job Deposits did not have the corresponding GST reversal recorded. A report called "GST Adjustments - Job Deposit Refunds" will be generated. For systems with GST set to Invoice Basis (Accrual), it has been found that: Refunded Job Deposits did not have the corresponding GST reversal recorded. A report called "GST Adjustments - Job Deposit Refunds" will be generated. Job Deposits received had the GST claimed in full at the time of receipt, instead of having the GST claimed when they were applied to invoices, and available balances of these deposits have been found still unapplied. A report called "GST Adjustments - Job Deposits" will be generated. In both cases above, the lines included on the corresponding reports will be added to the current GST report to allow them to be claimed in the next tax return. If any of these adjustments have already been accounted for manually in the past, they will have to be removed from the total of the next GST Return. The Adjustment Reports generated are automatically printed to the default printer and saved as PDF on a subfolder of Infusion during the upgrade progress. There will be a record in the Audit Trail if any of the reports are generated and what the path the PDF was saved to is.	12702