Version 24W35 Released

Release Notes

[VA-8725] - User can send Request for Quote from Requisition

• Versa has added a new feature under the purchasing called 'Purchase Requisition'. Purchasing>Purchase Requisition.
• Users can create a New Requisition for a Product and assign a Supplier. 
• Overview

After a requisition is approved, the purchase user can create a Request for Quote (RFQ) to one or more suppliers for them to submit a quote. The purchasing user can then look at a list of RFQs with the quoted amounts for each item and decide which supplier to purchase from.

An RFQ is created from a purchase requisition once it is approved. There is a button that says "Create RFQ ". When it is clicked, we will pop up a modal showing a list of all suppliers from the requisition line items. Once the user chooses a supplier, all the items related to the supplier are shown. The user will select one or more lines to create the RFQ for and for the selected supplier, we will create one RFQ. The system will remember all the RFQs created for each requisition line. Remember a requisition line can have multiple suppliers so the modal will need to show all the lines related to a supplier once the supplier is chosen and fill out lines where an RFQ line is already created for.

User order item associations model to relate Requisition line to RFQ lines. Create a new Order item Association Type with the name "RFQ" and description "RFQ created from requisition.

Users can also create an RFQ without a requisition. There will be a new menu item under Orders, Purchase Orders, and New RFQ. The New RFQ UI will be similar to the new purchase order API but with these fields only.  Suppliers, Date, RFQ Number (auto-generated like the PO number), Facility, internal ref, currency, multiplier. message, RFQ Template (for liquid form). A RFQ order can be associated with more than one supplier so the existing supplier id in the order model cannot be used. We will create a new association order for suppliers and associate one order with multiple suppliers. This is only used for an RFQ Order. One or more suppliers can be chosen for an RFQ.

• Status

An RFQ will have status so create a new table of RFQ statuses with these possible statuses: "Created", "Sent", "Selected", or "Closed".

Display the RFQ statuses on the order show view and edit view, also in the listing page as new column Status.

When viewing an RFQ, if the status of the RFQ is "Created", the user can email the RFQ to a supplier, once it is emailed, the status of the RFQ is changed to "Sent". Or the user can click on a button that says Mark as Sent. Mark as Sent is only visible for RFQ with the status of Created

When viewing an RFQ with the status of "Sent", there is a button on show and edit view "Create as PO", once this is clicked, the status of the RFQ is changed to "Selected". We will clone the underlying order and order items for RFQ into a new order with the order type of Purchase. We will also relate the created PO order item to the RFQ Order items using the existing order item associations model. Create a new Order Item Association Type with the Name "Purchase Order" and description "A PO Order Item created from an RFQ line item"

Once an RFQ is created as a PO, then its status changes to Closed

When an RFQ with the status of sent, there is a button on show view and edit view "Close" . This will change the RFQ status to Closed. This is used when a user chooses not to accept the quote from a vendor.

• Forms

Versa has created a new form Type called "Request for Quote" and it will be used by default to print RFQ. Users can print the RFQ using the default form that is present. The default form is either the system default or created by the user and set as the new default.

[VA-9324] - Allocated part listing page is slow

[VA-9469] - Cannot add a widget to the Dashboard anymore

• Versa will enable users to add a new widget via the Customization option on the Dashboard

[VA-9511] - Custom reports won't email

[VA-9508] - Auto set first sales order custom status

• In Versa For custom order status created create a new order model that will set the sales order's initial custom order status to the first status on the list (according to the order field). This will only be done for a firm that only has one custom order status type set.

[VA-9520] - When a file import (that runs in the background) fails before the file is parsed, notify the user of the error

• Versa will now send an email if a long import (pricing, products) fails.

[VA-9521] - Notify the user when a report cannot be emailed.

• Versa has added an event log with a new event-type email report. for whenever a user-requested report cannot be emailed
• The first time a report cannot be emailed, the user will be alerted via email the email has failed.

[VA-9413] - PO Planner Filter by Primary Vendor

• Versa has added an option to show a checkbox Primary Approved Only when the supplier is chosen as a filter on the PO planner.