Version 24W37 Released

Release Notes

[VA-9359] - Add RFQ and requisition to be searchable using universal search

• In Versa, users can now search the RFQ and the Requisition from the universal search bar.

[VA-9406] - Create a credit invoice from RMA after it is received

• Versa has added a new button to the RMA order after it has been received to create invoices from received items. This will save users the trouble of creating a new invoice and linking the new invoice item to receive RMA receipts. This should work the same way as the user creating an invoice and manually linking received items to invoice items.

[VA-9496] - Show adjustments on quote forms

• Versa will now show the adjustments on the quote PDF if the line has adjustments.
• There is a new column that will appear after the price column to show the adjustment of the lines if the quote has any line with an adjustment.
• If the adjustment used in the lines has a name (adjustment type), the system will use the adjustment type name as a new column header if there is only one adjustment type used in all lines. Otherwise, the system will name the new column discount if it is negative, and surcharge if it is positive.

[VA-9509] - Store the charge related to shipping when a shipment is posted to the shipment package

• When a sales order's shipment is posted in the shipments controller, the system will look at any order item containing an amount for shipping service as identified in the shipping carrier setting and store the amount as the shipping amount collected in the shipment package model.
• Total all the lines (there can be more than one) and the total amount plus the currency of the order is what we store in the shipment package model as 2 new fields: shipping amount collected and shipping amount collected currency id. If a shipment has multiple packages and there is only one shipping amount in the order, pro-rate the per-package shipping amount collected based on the weight of the package.
• So if the total weight of all shipment packages posted is 12 lbs and there are 2 packages weighing 8 and 4 lbs. The shipping amount collected for package 1 is 8/12 and for package 2 is 4/12. This stored number will be used in reports later

[VA-9525] - Changes to Requisition and RFQ

• Versa will now show a link to the RFQ on the requisition order from which it was created.
• For PO created from requisition. we should have a link to the original requisition.
• Versa has also added a new column to the requisition and RFQ screen called 'Created by'.
• Also, If a workflow is not enabled, then the requisition is considered approved and the user can create an RFQ, and create purchase order.
• When the workflow is enabled for requisition, the user will be allowed to submit the requisition for approval even if the approver for the requisition is blank. Please note the Approver should be set before the requisition can be submitted for approval. When a workflow is not setup for requisition, do not show the status column in the requisition listing page.
• Versa will show the user who created the requisition when viewing a requisition and show on listing page.
• Versa will hide the edit button when viewing a RFQ since a closed RFQ cannot be changed.
• When workflow is not enabled for requisition , once an requisition is created, since there is no workflow status, the lines in the requisition cannot be edited.
• When setting up workflows , Versa will list requisition as document scope once Order is chosen.

[VA-9531]- Shorten Spacing Between Controls

• In wider screen size, Versa has reduced the margin between different controls (to 20px from as wide a 40px).
• Additionally Versa has rearranged controls for adjustments, taxes in invoice, orders, bills, quotes to reduce height required for line input forms.
• Re-Label adjustment amount to Adj. Amt and Adjustment % to Adj. % across all line item forms.