Version 8.450 Release Notes

Prior to Installation please look at this article Terminal Server Installation

Please see here for Installing Infusion Business Software

Admin

When selecting to Show Costs/Profit on Customer Quotes, Customer Invoices and Job screens, it is now possible to replace the column of Mark-Up with a column showing the Margin. The replacement is a default found under Manage Customer Defaults and will apply to all users and the above screens. #12357

A new tab called New Product has been added to Product Defaults screen to group the global defaults that will apply when adding a new Product. The tick boxes Automatically Number Products and Require Closing Inventory G/L ID when adding Products have been moved from the Preferences tab to this new tab. Two new tick boxes have been added: Allow Discounts and Exclude From Website. #12443

A Drop-down list for Job Department Codes (JMDEP) is now available for use on custom reports. #12395

SPROCKIT™ Australia only: The logo of the software has been updated to the AU SPROCKIT™ logo. #12411

SPROCKIT™ NZ only: The following changes required to Warranty and Order validation/creation as needed by Stihl for SAP integration have been implemented in SPROCKIT™ NZ: 1. NZ Warranty does not need a Mobile Number or Address Line 3 validation. 2. NZ Warranty to send n/a if no Email Address is available. #12427

The Enter Serial #'s screen now allows for quantities with decimals on products set to allow Multiple serial numbers. #12428

SPROCKIT™ only: The Stihl Warranty upload frequency has been removed from the Warranty EDI Defaults as this is configured directly on the Stihl Warranty Service. #12444

Corrected an error appearing on Bulk Supplier Payments if the system had the INFDATA.GLDIRECT flag to be set to FALSE. #12498

Cashbook

Corrected a problem in the Cashflow Analysis - 12 Months report (CBANAL12) where the output for equity increase for the 6th month period was picking up the asset decrease figure instead. #12455

Central Billing

When a Customer Account from a branch is connected to a Central Billing system, the Customer Account in the branch will have the option NO STATEMENT - under the Terms/Pricing tab - automatically selected and disabled so the user cannot change it manually. In order to have this option enabled for the branch user again, the Customer Account needs to be disconnected in the Central Billing system. #12420

It is no longer possible to code an imported bank transaction to a Customer linked to the Central Billing account on a branch system - the payment can only be entered in the Central Billing system. #12421

Customers

The Contract Rate Tab of a Customer Account is now able to display all 80 characters of a Product description. The width of the columns can be modified by dragging the column border on the header. Columns can be reordered by dragging the header of a column to the desired position. The user can select which columns to display by selecting the Fields button added to the bottom right corner of the screen and save the preferences. #12433

Customer Head Office has been added as an option on the Sort Order fields of the Customer Sales Analysis - Date Range report (CUSTSA40). Please note: The report may include invoices that do not belong to the Head Office if the invoices were created on versions prior to 8.304. This is because a field on these older invoices is blank. To correct the problem, please contact your Infusion Certified Partner or Infusion Support Customer Sales Analysis Reports and Their Data Source #12295

The Add/Edit Contract Rate screen now displays all 80 characters of the product's description, wrapping the text onto the next line if necessary. #12445

A problem with the Address Lookup for POSTAL addresses has been corrected and now retrieves the RD information for Rural Delivery addresses. #12447

SPROCKIT™ Australia only: A new report has been added to enable Stihl stores in Australia to report sales made to Councils, to be used for a government rebate. The report is called Stihl Rebate Application and can be located under Customers / Sales Analysis. If the report is exported to Excel using the button on the parameters screen, it will keep it's formatting. #12466

The reports following Customer Sales Analysis reports have been updated to include the ability to filter by Preferred Supplier in order to be consistent with the Customer Sales Analysis - Date Range report. Customer Sales Analysis - 12 Month Sales Customer Sales Analysis - 12 Month Qty Customer Sales Analysis - 13 Month Sales Customer Sales Analysis - 13 Month Qty Customer Sale Analysis - Dual Date Range There is also a CUSTSA40PN available for Infusion Partners to use for customisation, this is a copy of the Customer Sales Analysis - Date Range report. #12475

Invoices

Invoices Recall - By Date report under the Invoices/Quotes reports has had the parameter screen updated so it clearly states that the fields for date range refer to the Date1 and Date2 of the custom fields on the invoice screen. #3955

Introduced an internal check for the filter used when the system performs the search for the Product GL code in order to post a transaction to avoid these being assigned to the incorrect GL account. #11092

The Customer Invoice screen will now show in red the rate of any product that is not being sold at full rate (full rate being the price entered for each price level). When the rate on the screen is a contract rate or includes a discount or has a promotional price or a quantity break, the amount will show in red. See Product Rate Shows in Red #12328

A new utility has been included in the software to allow the printing of Customer Invoices in bulk. It is located under the Invoices/Quotes menu and is called Bulk Reprint / Email Invoices. It is possible to select a date range and set up some filters within that range or otherwise upload a list of selected invoice numbers for the utility to print. The output can be direct to printer or to PDF, with the option of creating a single PDF document including all invoices. Full instruction for this Utility are available under Bulk Reprint / Email Customer Invoices Utility  #12352

Jobs 

Pre-Delivery Jobs are now available in Infusion. This is a system reserved Job Type that can be selected on the Job screen. Some defaults need to be in place before-hand. This Job Type is intended for jobs where the user needs to select an item from the stock and record materials and labour against it to increase its cost. For example, assembly work, inspection work, set-up work, etc. before the item goes back onto the showroom floor or is sold to a Customer. For more information please see Pre Delivery #12378

The Budget Performance - Detail report from Job Management has been corrected and it now ignores the Notes (/N) and Sub-total (/S) lines if these exist in the Quote linked to the Job. #12394

Other

When logging into a new company it is no longer possible to leave the Setup GL screen until valid data is entered. #11731

POS

The POS Invoice screen will now show in red the rate of any product that is not being sold at full rate (full rate being the price entered for each price level). When the rate on the screen is a contract rate or includes a discount or has a promotional price or a quantity break, the amount will show in red.  See Product Rate Shows in Red #12344

A problem with POS true type font layouts not including the date when emailed from the POS screen has been corrected. #12405

Products

A new Product Sales Analysis - Bin Location report has been added to the Products / Sales Analysis sub-menu. The report is based on the Customer Sales Analysis, that is, on actual invoice data rather than on product history data. The report has fixed sorting of Bin Location and then Product Code. #12379

The Product Classification report is now available also in SPROCKIT™ Australia, matching all other packages. #12424

A new file format called STIHL has been added to the Manage Import Routines screen. This file type is for Data Type Pricebooks and it is intended for Stihl Australia. This file type has a pre-determined format, meaning that no fields have to be selected for it. #12436

The Product Serial Number Listing standard report has been updated to include the date of receipt and the days in stock. #12442

There is now a multiplier on the Dimension screen that pops up when invoicing a Product set to use dimensions, giving the ability to multiply the current Resultant Quantity needed based on the are of a product. #12454

Purchase Orders

The Exit and Okay buttons in the Enter Serial #'s screen which appear when receiving a Serial Number tracked item on a Purchase Order have been swapped around so they are consistent with other screens on the system, and the Okay button now accepts the shortcut Alt+O. #12102

Corrected a problem stopping user from being able to complete a Purchase Order where the result was a zero quantity order. #12226

SPROCKIT™ New Zealand only: The Order Types for Stihl Purchase Orders have been updated as per Stihl NZ's request to the following: Standard Daily Spares Express Saturday #12499

Quotes

The Function Key Lists on Customer Invoices and Customer Quotes has been updated to include the already existing function that shows Product Quantities per Location when pressing F8 on the Quantity field. #12149

The Customer Quote screen will now show in red the rate of any product that is not being sold at full rate (full rate being the price entered for each price level). When the rate on the screen is a contract rate or includes a discount or has a promotional price or a quantity break, the amount will show in red. #12329

Corrected a problem where the Quotes screen was adding a blank line at the top of the grid when using the arrow down key and passing the last blank line of the grid. #12471

Suppliers

The Receipt Confirmation report for products now includes the bin location and serial numbers of the products received. #6475

The Xtracta Import process has been updated to check for both the OurRef value AND the GST Number. This allows for multiple Suppliers to use the same OurRef value. #12439

The Supplier report Invoices Not Authorised For Payment has been improved: only Credit amounts now show as negative and two new columns have been added to show the original amount and the amount paid at the time the report is printed. #12457

System

Corrected a problem present since 8.430 where upgrading from version 8.000 or earlier would fail with error. #12422