What's new in version 2312.0.0.0
Advanced Sales Management for Drink-IT
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Release Note
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1/10/2024
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4 min
Enhancements/Modifications
This release of Aptean Beverage Advanced Sales Management, Drink-IT Edition has the following enhancements:
- You can now set the minimum order amount on the customer card. Orders associated with it will be released only after this value is reached upon calculation.
- In the Order Entry process, all recurring sales lines are retrieved when an item is used in multiple lines, each with different reason codes.
- You can remove the unsold items from the recurring sales lines using a batch job after the specified period.
- You can set up whether to automatically apply the updated allowed items functionality when you create or edit an item or manually either from the item card or as a batch process.
- The Minimum Order Amount Excl. VAT value is checked for sales orders, sales quotes, and sales invoices. The Sales Invoices created through Combine Invoicing are excluded.
- The Reason Code field on the Standard Sales Lines Card page helps differentiate the entries when the same items are entered multiple times.
- Indirect Sales enable the setup of indirect customers who can make deliveries to other indirect customers.
- You cannot select an excluded item on the Mix & Match selection page.
- The Item Reference No. field on the Indirect Sales Journal page enables you to record the item numbers as defined by the Delivered-by Customer.
- The Customer Reference field on the Indirect Sales Journal page allows you to record the customer number by which the customer is known in the delivery-by customer's system.
- The Exclusivity Item table has been redesigned to contain necessary information and details of exclusive customers.
UI/UX changes
The following UI/UX changes have been made in this release:
- The Minimum Order Amount Excl. VAT field is added on the Advanced Sales Management FastTab of the Customer Card page.
- The Default Not Sold Period Formula field is added on the General FastTab of the Advanced Sales Management Setup page.
- The Disable Auto-update allowed items toggle is added on the General FastTab of the Advanced Sales Management Setup page.
- The Reason Code field has been added on the Lines FastTab of the Standard Sales Lines Card page.
- The Item Reference No. field has been added to the Indirect Sales Journal page.
- The Customer Reference field has been added to the Indirect Sales Journal page.
- The Alerts FastTab on the Advanced Sales Management Setup page has been renamed to Order Entry FastTab. The Alerts and Sorting sections are added on the Order Entry FastTab.
- The Default Order Entry Sorting Method field is added on the Order Entry FastTab of the Advanced Sales Management Setup page.
Resolved issues
The following issues have been resolved in this release:
ID | Description |
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155801 | An error occurs on the Sales Order page while executing the Post/ Preview Posting action when using the minimum order amount functionality. |
129961 | When Recurring Sales Lines have multiple entries for the same item, only the first entry is displayed on the Order Entry page. |
244370 | The Description field value is not displayed on the Sales Notification page when the Notify as New Item action is executed. |
246561 | When applying the filter on the Call Entries page, only the filtered lines are moved to the sales order. |
248336 | The sold items in the Order Entry page are added to the recurring sales line for a customer for whom the customer specific sales code does not exist. |
250037 | The Volume 1 and Volume 2 field values on the Indirect Sales Journal lines are not recalculated and correctly updated on changing the value in the Unit of Measure Code field. |
146031 | The Customer Relations toggle is not working on the Advanced Sales Management FastTab of the Customer Card page. Additionally, when Indirect is selected in the Customer Type field, the Delivered-by Customer No. field does not become visible. |
145739 | The Update Allowed Item function on the Advanced Sales Management FastTab of the Customer Card page is not correctly updating exclusive items and customers in the recurring sales line. |