Version 24W09 Released

Release Notes

[VA-9128] - Commission rates for sales agent can be specified by product category or product

• Versa will enable users to specify the Commission policy by product category or by product.
  If a policy has no product category or product, this means it is the default.
• The Commission policies form will now include sections for Product category and By Product.
• The product category field should be a selected first and the product field will be a auto suggestion text field for product .
• There can only be one rate per sales agent per product for one start date. Or one rate per sales agent per product category for one start date. The rate per product will override the rate per product category.

[VA-9139] - Create setting to allow user to default to simple inventory adjustment or advanced inventory adjustment

• Versa currently has 2 different type of inventory adjustments. From products menu, New adjustment this links to Parts>New Adjustment. On this page, there is a link to Advanced Adjustments which links to Inventory Item Adjustments>New
• We have added a new setting to Setup>Feature Settings>Inventory Management>"Default to Simple Adjustment For Inventory" .
• If this setting is turned on the adjustment page defaults to the Simple Inventory Adjustment Screen. When this setting is turned off User will be directed Advanced Adjustments which links to Inventory Item Adjustments.

[VA-9164] - Invoice date when creating invoice from Un-invoiced Order Shipments screen

• In Versa when a user creates from Invoices>Un-invoiced Shipments report, user can create a invoice for posted shipments and the invoice date used is the effective date from Order Shipment.
• In addition, users can choose one or more Order Shipments to invoice from the un-invoiced order shipments page. Versa will use the last order shipment date selected as the invoice date. Also, we will look at all the order shipments to be invoiced on one invoice (the order shipments can be from different orders to the same customer), and pick the last date from the order shipments as the invoice date.
• Versa has also added a Setting under Invoice>Show Unposted Shipments in Un-invoiced Shipments Report. This will show the unposted shipments in the un-invoiced shipment report.