[VA-10369] - Warn the user if the exchange rate differs significantly from public rates, and the user can look up public rates
New Feature: Foreign Exchange Reference Rates
Versa has added publicly posted foreign exchange reference rates to help you catch multiplier errors before they cause issues.
What's new
Globe icon — Fill rate from public data A new globe icon (🌐) now appears next to the exchange rate multiplier on orders, quotes, invoices, and bills whenever the document currency differs from your home currency. Clicking it automatically fills in the publicly posted rate for the selected currency and date, so you don't have to look it up manually.
The existing refresh icon works as before — it loads your entity's daily rate. The globe icon is separate and pulls from public market data.
Save time warning for unusual rates. When you save a foreign-currency order, quote, invoice, or bill, the system now checks your entered multiplier against the publicly posted rate for that date. If the difference is more than 5%, a warning appears reminding you to double-check the value. The document still saves — the warning is informational only.
Things to know
- The globe icon only appears when the document currency is different from your home currency.
- If no public rate is available for the exact date (e.g., weekends or holidays), the globe will show a brief message letting you know.
- The save-time warning may reference a 30-day average rate if no exact-date rate is available for comparison.
- Allow the user to do an inventory adjustment from the inventory tab in the parts edit view(inventoried product view).
- Versa will now enable users to adjust bin location in the parts edit view, and also allow users to adjust inventory.
- The user will double-click on the number in the Qty on hand column, and then an edit box and a variance reason select will appear. The user can type in a new number and save.
- Versa will default the unit to be the unit on the row the user clicked on, and also default the facility from the row. A variant reason will be something the user chooses from the list.
- The usual validation will be the same in the parts/new_adjustment view. If the qty adjustment is successful, we will update the row to show the new number. If not successful, the inventory does not change.
- If Settings → Inventory Management "Default to Simple Adjustment For Inventory" is off, then we do not show the adjust inventory icon. As advanced inventory requires more fields (balance account, per unit cost), it makes it too complicated to show on the page.
- Please note: This will not update the quantities in the bin. But the user can adjust the bin quantities from the same page.
[VA-10332] - Email Login Details- B2B not sending email
- To reset the password for a portal user, you can go to the customer record, portal tab, and click on send email details, but this sends the email to the portal user.
- For this, Versa has added a checkbox next to Email Login Detail. CC me, and we will send the email to both the portal user and the current user (using email from their account).
[VA-10337] - Make void shipment receipts more visible
- Versa will now show VOID goods receipts with a strike-through on the shipment receipts screen.
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