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AscentERP Release Notes 3.30

AscentERP
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Improvements

  • Linkage improvement for Credit Memo
    • In lightning mode, when creating a credit memo from a RMA/return, the link of the credit memo led user to credit memo in classic look. Now we improved the link to behave well for both classic and lightning mode.
  • Additional validations for Staging
    • We added two more validations that when “To Location” is blank or “To Lot” is identical with from Lot, it will show errors and stop user making the staging.
  • Item History Report Generation
    • Great news! You can now see the amount of inventory of a particular item, all items, or item group based on a specific date in history.  In order for this to work, you would have to enable history tracking, if it isn’t enabled. Through the Historical Inventory object, you can choose the date - even a date years ago as long as history tracking was enabled back to then, and either the individual items, all items, or item group and click "Create Historical Inventory." The results will be shown under the related list "Historical Inventory" of each individual item. Also, with reports enabled, you can see all the desired information gathered in one spot for easy tracking.
  • Staging in Mobile Menu We added stage sales order function in Ascent Mobile Menu. Here are the steps to do a re-stage by using Ascent Mobile Menu:
    1. Click Staging Button
    2. Scan the Sales Order #
    3. Scan the staging location where the inventory will end up after staging
    4. Scan item
    5. Scan the Location where the inventory for this item is located right now.
    6. Enter quantity
    7. Click Save - Stages the items to the staging location
    8. Take the user back to step 4
  • Re-staging in Mobile Menu We added re-stage sales order function in Ascent Mobile Menu. Here are the steps to do a re-stage by using Ascent Mobile Menu which is currently working well for full sales order re-staging:
    1. Click on “ReStage SO” button
    2. Scan Sales Order #
    3. Selected Item to restage (from staged lines only)
    4. Select Qty to restage (from staged qty for that item only)
    5. Scan location
    6. Save (re-stages everything to location selected in step 5.
  • “Bulk Picking List” button at sales order views
    • “Bulk Picking List” button is working at sales order views, where user can select any sales orders, and it will generate a picking list for all items on the selected sales orders.
  • Additional precisions to Cost Adjustment object. We added more decimals to the following fields:
    • Original Lot Average Cost = Currency (14,4)
    • Adjusted Lot Average Cost = Currency (14,4)
    • Lot Quantity = Number (12,6)
  • Master Planner user interface improvements:
    • We made the Filters at the top have a small amount of space between the edge of the screen and the words. For instance, Master Planner Filtering Options, Column, Action, Requested Date, Delivery Date all show a few spaces between the edge of the screen and the beginning of the word.
    • When first landing on Master Planner, it shows pagination of 10 lines. Now user can type in 100 or 1000 in “Records per Page” field to make it show 100 or 1000 lines.
  • Adding help text to custom settings: Improvement We added help text for the custom settings to know better about how they work before turning settings on. Here is the list of custom settings:
    • Use Returns And Cases for RMA
    • Calculate Tax at Line Items on PO/VI
    • Use Returns
    • Use Alternate Invoice Name on Form
    • Parenthetical Currency
  • A new custom setting to disable sales order creation for combined purpose (rent, sale or combined) of return/RMA, when return line with type “Replace-from Order”
    • In orgs where uses Ascent Rental extensions and with custom setting “Create new Order for Replacement RMA” enabled, this setting must be enabled to avoid replacement sales order creation.
  • Currency changes when cloning quote
    • While cloning a quote it is not taking the currency of the current quote instead it is taking the currency of the account. So we created a new custom setting called “Enable quote currency clone”. When this setting is turned on it will take the currency of the quote while cloning and if this setting is turned off it will show normal quote capabilities.
  • Create Lot Option in Inventory Adjustments( Ascent Mobile Menu)
    • In ascent mobile menu, we added a new feature called “create lot” which will allow user to create a new lot while adding inventory in inventory adjustments.
  • Default for RMA checkbox in Lot
    • When lots are turned on, we added new functionality to show the default lot when processing the returns. There is a checkbox called “Default for RMA” in lot object, when this is turned on while processing the returns it will set this lot as a default lot.
  • Master Planner - Adding Unit of measure column
    • We added a new unit of measure field column to the items on the master planner to get the better understanding about the item before making any purchase orders or production work orders.
  • Item group code length to 20 characters
    • We changed item group code length from 3 to 20. Now user can add item group code up to 20 characters
  • Select All lines checkbox on the create RMA visualforce page
    • We added a new checkbox on Create RMA from SO page, now users can able to select all the lines at a time by selecting this checkbox to create a RMA.

 Bug Fixes

  • “Email CM” button on Credit Memo page
    • “Email CM” button on Credit Memo page did not contain subject or content. This has been fixed.
  • Cloning huge CMPO Error
    • When user tried to clone a contract manufacturing purchase order which has more than 100 lines, it showed an error message. This has been fixed.
  • Restage page did not wrap Item description rendering it hard to use
    • On Restage page, other fields became too small to be usable due to “Item Description” field not wrapping. This has been fixed.
  • ATP by Location did not work properly with sales order lines
    • This is working now. When using “ATP by Location”, if all location field at sales order lines are filled up properly and there is no user location limitation, sales order lines will show correct ATP and QOH for the line item in that location.
  • “Total Tax” on sales invoice header issue when applying discount amount
    • Total Tax on sales invoice header was calculated before discount amount applied. This has been corrected.
  • “Discount %” field is too narrow in sales order lines view with field set
    • If viewSOwithFieldSet visualforce page was added to page layout working as sales order lines view, “Discount%” field was too narrow to see the entire value. This has been fixed.
  • “Item Description” at purchase order line updating issue
    • “Item Description” at purchase order line was not updating properly when item was changed. This has been fixed.
  • Extra input box in new Lot creation page in Inventory Adjustment section
    • If user went to Inventory Adjustment on Item Master page and clicked “Create Lot” tab, there were two input boxes for Expiration Date. This has been fixed.
  • Saving Date field error message There was an error message that appeared when user tried to save a date field at listed places below:
    • Clone PO and PO lines
    • Clone opportunity and opportunity lines
    • Clone sales order Create new
    • Lot during PO receipt
  • Staged item default to staged Lot at time of pack out
    • Staged item was not default to where it was staged when user tried to pack it out. It occurred for using both “Pack SO” button and Mobile Menu. This has been fixed.
  • Total Landed Cost for BOM
    • Total Landed Cost of BOM type items was updated when bill of material cost was changed - it should remain the same. This has been fixed.
  • Allocated Quantity updating issue for who are using batch class to pack sales orders
    • Some users who use batch class to pack sales orders had issue with Allocated Quantity of the packed items not being updated. This has been fixed.
  • Sales order packing page showing locations that are not counted in inventory
    • Locations that are marked as “Count in Inventory” = false should not display on sales order packing page. This has been fixed.
  • “View BOM with Cost” button
    • It is a button which can open a page with a list of BOMs that having this item as a component. It showed costs in wrong decimal places. For instance, when using 4 decimal cost, this page showed 2 decimal costs. This has been fixed.
  • “View BOM” not working in a previous release
    • This has been fixed.
  • Return Lines related list not showing on return page when using both Return and RMA
    • This occurred when custom setting “Use Return and RMA” is enabled. This has been fixed.
  • Advanced Drop Ship not working after adding new lines to drop ship purchase order
    • When custom setting “Use Advance Drop Ship” is enabled in the org, if user added new lines to drop ship PO, received all purchase order line via “Receive PO” button, original sales order lines were not marked as “Packed”. This has been fixed.
  • Available for Building not updating
    • This has been fixed. Now, “Available for Building” field for BOM-Non phantom type items is the lowest quantity on hand among all components.
  • Duplicate movement lines created by clicking “Move Now” button too fast
    • On Item Master page, there is a “Item Movement” section. When user clicked on “Move Now” button multiple times in a very short time period, it created duplicate movement lines. This has been fixed. Now, it won’t create duplicate movement lines.
  • Auto Pack failing on large batch size
    • When a bulk order has over 50 lines, auto-pack failed with error message. This has been fixed.
  • Tax on Credit Memo created from RMA/Return
    • It was showing total tax of the entire RMA/Return on the credit memo, instead of only the tax from processed return lines. This has been fixed.
  • Negative inventory created when Asset Tracking and “Use pallet” are both enabled
    • When asset tracking and “Use Pallets” are both enabled, after shipping goods, the new inventory created for customer location on the sales order did not have pallet associated with it. As a result, after reverse it, it created a negative inventory with the related pallet on it. This has been fixed.
  • Account field at serial number tracker not blanked out after serialized item is returned to customer
    • When a serialized item was packed and returned to customer, the related serial number tracker record still had Account showing up, which should be blanked out after the return. This has been fixed.
  • Incorrect Sales order Sales Tax% when the sales order is created from a Quote and tax code is changed on the quote
    • When creating a sales order from a quote which was created from an opportunity, if user changed Tax Code on the quote to be different than opportunity’s, the sales order Sales Tax% still remained as same as opportunities which should be same as what on the quote. This has been fixed.
  • Updating Sales Invoice header Tax Code did not update sales invoice line tax code, tax % and tax values
    • This has been fixed. Updating sales invoice header Tax Code will update lines tax fields.
  • Receive PO in Ascent Mobile Menu working with pallet and serial numbers issue
    • When receiving a serialized item by using Ascent Mobile Menu and there are more than one Pallets created, it would receive all the serial numbers in all received lines. This has been fixed.
  • Packing from Ascent Mobile Menu not carrying discount amount to packed sales order lines
    • It occured when there is a Discount Amount on sales order lines, but it didn’t get copied to packed sales order lines, when the line was packed via Ascent Mobile Menu. This has been fixed.
  • Duplicate BOM tab style for both BOM component and PWO
    • Both PWO and BOM Component were using the BOM Component tab style. To the end user, this appeared that it seems to be on the BOM Component object when creating/viewing a PWO. This has been fixed.
  • Pack Phantom BOM via Ascent Mobile Menu
    • When using “Pick SO” function in Ascent Mobile Menu for BOM Phantom, it didn’t change qty for components after user changed qty for the BOM Phantom. This has been fixed.
  •  “Replace” type RMA status not changing to “Escalated” after all RMA lines being processed.
    • It occurred when all RMA lines are in “Replace” type. This has been fixed.
  • Receive BOM Phantom via Ascent Mobile Menu not working
    • This has been fixed. Items in BOM Phantom type can be received via mobile menu without error message.
  • Item Description field is not wrapping up
    • Description field on objects is not wrapping when there is a large item description. This issue is fixed in all this below mentioned areas.
    • Quote lines
    • Sales Order lines
    • Purchase Order lines
    • Opportunity lines
    • Transfer Order lines
    • Return lines
    • Pack Sales Order
    • Receive Purchase Order
    • Process RMA lines
    • Master Planner
  • Unable to select month field while cloning and local date format
    • While cloning the records it is not respecting the local date format settings
    • user is unable to select the month for the date fields while cloning. This both issues are fixed in this release, Now while cloning it will take date format of locale and user can able to select the month for the date fields.
  • Opportunity flow
    • In opportunity, while adding the lines by group it is showing issues where users unable to enter the dates and unable to save the lines. This issue is fixed in 3.30 release
  • Issue with Total Price(4) field on the sales order line
    • Total Price(4) field is rounding the value to 2 decimal when users are using the 4 decimal places in the org’s admin settings. So we made the fix in this release by removing the rounding function.
  • PWO BOM depletion Lines are showing cost zero
    • When creating a new production work order the estimated build cost and BOM components cost is showing zero value. This is issue is fixed in this release, now it will show the BOM component cost as the item’s cost and estimated build cost as the sum of the bom depletion lines cost.
  • “Do not show zero lots in packing screen " custom setting is not working
    • Do not show zero lots in packing screen custom setting is not working and which is fixed in this 3.30 release. When this setting is turned on, zero lots will not show in the available lots section while packing a sales order.
  • Item Description on PO line is not updating properly when updating the item
    • In the purchase order, when we are changing the item name in the existing line item description is not changing automatically. This is fixed in this release when user edit the purchase order line with different item the item description will automatically update it to new one.
  • Date Only Wrapper error upon receiving
    • In receiving purchase order page, while creating a new lot it is showing Date Only Wrapper error. This issue is fixed in this release 3.30.
  • Phantom BOM depletion
    • For the Phantom BOM’s, when initially adding phantom BOM’s to sales order lines it is showing BOM depletion lines quantities and values correctly. But BOM depletion lines (BOMDL) are multiplied up incorrectly when user change the quantities on a Phantom BOM sales order line. This issue is fixed in this release.
  • Batch class to update allocated qty on item master
    • We added a new batch class this will run to update allocated qty on the item master. This class will help users to overcome the viewstate and governor limits issues.
  • Ascent Allowing Returning More than what is on Return lines
    • There is a bug while processing the returns, where it is allowing users to return more than the quantity that is on the return lines. This issue is fixed and now when user tries to return more quantity than the quantity on the return line it will display an error like “Cannot return more than the quantity set on return line”.
  • Transfer Order Lot cost
    • If a transfer order has the from lot average cost, while shipping and receiving the items the transit lot and receiving lot did not show the average cost. This has been fixed.

Known Issues

  • Re-staging in Mobile Menu is only working for full order re-staging. Ascent Mobile Menu doesn’t support re-staging partial orders yet. We will improve this in a future release.
  • When a credit memo is created from a RMA/Return and it is for a specific sales invoice, there is no link of the sales invoice on credit memo page. Also the credit memo is not showing up as a related list for the sales invoice. We will fix it in the next major release.
  • When user is trying to process a huge RMA/Return which has more than 100 lines, it shows an error. We will fix it in the next major release.
  • On Master Planner page, link of created PWO leads user to classic mode when user is using lightning mode. We will fix it in future release.
  • On Master Planner page, after creating a new purchase order, clicking on “Back to Master Planner” doesn’t lead user back to master planner. We will fix it in future release.
  • Trade Agreement for purchase orders is not applied correctly. When modifying Qty Ordered at a PO line and it no longer meets trade agreement minimum quantity, the trade agreement is still applied to the PO line. We will fix it in next major release.
  • It appears that CMPO (Contract Manufacturing Purchase Order) BOM Allocation lines are being handled "backwards", meaning that having a BOM allocation line on a PO is treating the BOM component as if it being purchased (on order) rather than being allocated for the completion of the CMPO which otherwise should work as a BOM. We will fix it in next release.
  • Trade Agreement for Order level is still applied when the order is in different currency than trade agreement currency. It should not. We will fix it in next major release.
  • Tax Code on Return doesn’t match with sales order tax code. We will fix it in a future release.
  • Drop ship purchase: Received purchase order line is not respecting purchase order line currency. We will fix it in next major release.
  • When custom setting "Create New Order for Replacement RMA" is off,  custom setting "use Return" is off, and RMA line type is "Replacement from Order",  after packing the replacement sales order lines at original sales order, RMA case status remains as "New" which should be "Escalated". We will fix it in a future release.
  • Opportunity, Quote, Sales Order and Purchase Order doesn’t take user input currency, but use account currency at record creation. We will fix it in next major release.
  • Custom setting “Use User Location” is not preventing user to pack items from a location not belong to the user when the custom setting is on. We will fix it in a future release.

 

 

 

 

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