Version 24W32 Released

Release Notes

[VA-9370] - New user definable status field for sales order

• Feature and setting

Versa has added a new feature called Advanced Order Management which controls the visibility of this feature. This new view can only be accessed by the user with firm admin permission. When this feature is on for a firm, the user can see a new setting in Setup> Sales Order>Advanced Order Status. Tooltip: "Create your own. sales order status and track orders through your workflow"

• Model change

Sales order currently has an Order Status field which has statuses defined by the system. Versa will now we will let the user define their custom status and keep the current status which we will refer to as system status.
Users also define statuses with different types. There must be one status defined when the feature is turned on called "Order Status". Users can rename this default status type but cannot delete it. Statues with different status types can be defined. Status names must be unique per status type and per internal organization ID. Name and order must be unique per status type and per internal organization ID.

• View to create sales order status

Once the settings for using advanced sales order status is on and the custom sales order status has any records, the user will see a new field called Sales Order Status when editing a sales order. For each order status defined, the user can choose to have the status auto-updated (a checkbox) and choose from a list of system-defined events (called Auto Update Trigger) that will be used to trigger the status update of the order. For status that does not have an event selected, the user will manually update the status of the order. If the user updates the status of an order and the status chosen has an Auto Update Trigger, an error will be shown when the order is updated "This status 'xyz' is auto updated. Cannot be changed manually."

• Update Sales Order Status when BOM Sequence Complete

The system event list has the following:
1. Work Order Sequence Complete: When a sequence coming from a BOM in a work order related to the order has been marked as complete. The sequence is called Bom-Step.
When a work order sequence status is changed to be completed, we will create an event with a new event type "BOM Sequence Complete". We will have a callback in the work order sequence model that is triggered when the status is changed to complete. Then look at the related work order that has its Bom-Step status changed to complete, the system shall change the sales order status of the order that relates to the work order to the custom sales order status.
2. Picklist Picked: When a picklist has its status changed to Picked, we will find the order that is linked to the picklist and change the order status to the status that has its auto-update trigger set to Picklist Picked.
3. Picklist Packed: When a picklist has its status changed to Packed, we will find the order that is linked to the picklist and change the order status to the status that has its auto-update trigger set to Picklist Packed.

• Restriction on Order Status Change

For status that is manually updated(with no auto-update trigger), the status must follow the order defined in the status setup. If status 1 follows status 2, then the user must change order status to status 1 first and then to status 2. Cannot go to status 3.

• Order Listing Changes

Once the user has defined the status for orders, the status column in the sales order listing page (open orders and all orders) will be replaced to show the custom sales order status

[VA-9397] - UPS integration improvements

• Versa has added 2 new fields, quantity, and units to the dangerous goods form

[VA-9485] - Prevent duplicate options for custom fields with the type select list

• In Versa when creating or updating a custom field, duplicate option names and option names that are the same except with leading or trailing spaces will be detected and not allowed.
  The system will prompt the User to remove the duplicate values.
  In addition, Versa will also sort the option by name (instead of by creation time) when editing a custom field.

[VA-9489] - The user can specify which entity to import the chart of accounts in the tools getting started.

• Versa has added an Entity header in the import file to import a chart of accounts for multiple entities. "Entity 1", "Entity 2", "Entity 3" etc.
• The entity number refers to the order of the entities as shown in set up, company, entities.
• The user will populate "TRUE" to signify the account is for a specific entity
• If entity headers are present in the file, an account must be in at least one entity. Otherwise, the import will fail.
• Please Note: The system will assume the user wants to add the same accounts to all entities unless the account has the subtype "cash", "credit cards", and "inventory".