Version 24W51 Released

Fixes

[VA-9643] - Delete 5000 product codes/SKU's
[VA-9644] - Draft transactions

Release Notes

[VA-9162] - Use can specify GL account to use by variance reason code.

• Versa has added a new field when editing inventory variance reasons. This is the GL account to use for the balancing account.
• When doing inventory adjustment, either simple mode or advanced mode, if a variance reason is chosen and it has a GL account saved. Versa will use the account selected under the Variance as the balancing account.
• In advanced mode, the GL account is changed as user choose different variance reason. In simple mode, the GL account is not visible but use the GL account attached to the reason if present. If not present, it uses the expense account of the category of the product being adjusted.

[VA-9498] - Import UPS bills and other changes

• User wants to be able to import bills related to UPS when they enter bills into the system and at the same time, read the detail of the bill and allocate the payments to prior shipments.
• The bill will be imported from a CSV (provided by the shipping carrier). Versa will be importing Net charge Amount.
• Versa has added a new import option under Tools>Imports Exports> UPS Bill Import. When this clicked, user will be asked to enter a file name to import it from. Log the errors to events model and show a link to view the new event record if the import has any errors
• The system shall record the actual cost per tracking number back to the original shipment package by using the tracking number that is in the bill details csv and store the actual charge in a new table related to shipment packages. This same tracking number can be included in multiple bills over time.
• When the bill is posted, Versa will post the amount by tracking numbers. Create 2 accounting transaction detail line per tracking number, one is credit the organization GL account entered from the bill item forms, one is to debit accounts payable. In addition to this, Versa will look up the shipment package using the tracking number and then find any dimensions associated with the order items that relates to the shipment package and post the dimensions to the accounting transaction detail line as well.
• It is possible to have amount that is not tie to any tracking number from the csv file. for these amounts, we will credit one generic organization GL account and still debit accounts payable. The generic account will be provided by the user via a new setting in Setup> Feature Settings> Bills. Generic GL Account To Use When Posting Shipping Bills.
• User can also choose any revenue or expense accounts to be used. Tooltip: "When posting bills from shipping carriers and allocating bill amounts to shipment packages by tracking numbers, any amount that is not matched to a shipment is posted to this GL account"

[VA-9641] - Simplify Facility listing page

• When viewing the list of facilities, hide the new facility form. User will click on the new facility button to show the form and new facility can be added. When editing an existing facility, hide the facility list from the top of the page.
• The facility type listing page is also on the facility listing page. Separate it into its own facility types page. User will do create, update, delete on the new facility type listing page.
• Versa has added a link on the facility listing page to see a list of facility types.

[VA-9583] - Receiving PO to bin location

• In Versa if the setting in Set up> Feature settings>PO/RMA/Transfer receipt, show bin location on receiving page is on, user will see a bin location text field which they can use to search for any existing bin to receive the new inventory into.
• This is only for item that previously has not been stocked into a bin location.
  User can already choose to to auto receive to a bin location if the product is currently stocked in bin locations.