Item Overage Added - Item No Longer Displays Negative Reserved -
Historically in Midnight Item Reserved Quantity equals the Order Quantity Needed minus the Order Pulled. When the Order Pulled is greater than the Order Reserved it causes the Reserved Quantity to be negative. While this is helpful at the order level to show the overage between what was pulled for the order versus the Quantity Needed it is not helpful to see this at a summary system level. We have changed the system to now include an Overage field to indicate the amount pulled over what was needed for the Order while also preventing the Reserved from showing a negative number.
Item Screen Changes
In the Item Screen we have moved all of the Item Quantities to the upper right hand portion of the screen, rather than buried in a tab. This way it is viewable as soon as you open the screen. In addition, we have added an Orders Tab and Purchase orders tab. These tabs will display all of the Orders and Purchase Orders where this Item is used. There are links directly from this display to the Order or PO. The Order screen also shows the new Overage column. This display might help in finding extra quantities of an Item on the shop floor where more stock than was needed is pulled to production and has yet to be returned to inventory.
CRM Surcharge Settings Show Global Setting Default
When you override the Surcharge settings in the CRM record, it will now display the default values prior to editing an override setting.
Payment Record Can Now be Deleted Prior to Paid Status
The Payment Record can now be deleted if the status is not yet Paid. The common use case for this when you Email a Payment Link to the customer and then take a payment in another form orphan payment records still exist in the system waiting for payment. Now you can clean things up by deleting payments in this case. If the Payment has any payment transactions then it is not permitted to delete the record.
Search by Version level UDF's in the Extended Order Search Screen
You can now search for order/version in the extended search option with a drop down, make sure you select "show versions" to activate this field, it will have the same behavior as the Version Status drop-down.
Paper Search Screen Enhancements Inside Print Calculator
You now have the ability to filter your paper search by Text or Cover, this will work in the Print Calculator in Estimates, Orders and Print Product Templates. Make sure you have your paper inventory item designated as Text or Cover.
Security has been added to the Delete button on the Versions Tab
Security has been added that will grant/deny a security role the ability to delete a version on an order.