PROJECT MANAGEMENT STRATEGY



Pastel Partner Version 12

Partner V12.0.1 Beta 1

Beta-release Date: 23 August 2012

Changes on this build

This document is for internal use only.

New Features/enhancements Partner

• Multiple conversions – convert more than one set of data at a time.

• Tax Manager for managing VAT & Tax periods was implemented.

• Pastel Connected Services was implemented.

• Duplicate Customer Reference Numbers. There is now a warning message when duplicate customer reference numbers are used.

New Features/enhancements Point of Sale

• Added the facility for pack sizes.

• The PDF & Normal documents can now be designed differently.

• Different printers for the various document types per user. This can be setup through the Pastel Printer/font setup.

• The ability to center fields on the POS slip has been added.

• All the payment types have been added to the cash out screen.

• Drill-downs have been implemented on the Age Analysis and Statement options.

• The ability to resize and save the columns for the processing screens has been added.

• A new option has been added to force certain customers to pay cash only. This is helpful for organisations that have clients who have been given a certain discount, but need to pay cash for goods.

New Features/enhancements Cash Manager

• MS SQL database. Developed specifically for clients that have a high volume of transactions in their database.

• Conversion wizard. Converts Access data to MS SQL Data.

• Option on the install wizard to install the Access database or MS SQL.

• Sales Analysis. 12 month rolling sales analysis report displaying sales per customer, per month.

• SMS functionality. Use cash manager to SMS payment reminders to overdue customers. Select debtors according to their ageing bracket, along with other filter options.

• Balance forward debtors. Email & SMS payment reminders can now be sent to balance forward customers.

• Summarised contact report. Ideal report for users that want an all in one view of the age analysis, the latest contact notes saved, as well as PTP’s saved.

Defects Fixed

Partner

• #7611 – Process…Suppliers…Purchase Orders. When you exceeded the maximum purchase price for a user that is not allowed to change prices, a warning message appeared without taking discount in consideration.

• #7702 – Processing Receipts. It was possible to process a receipt without selecting G/C/S and the receipt did not display on any reports.

• #7704 – Duplicate Supplier Invoice Numbers. It was possible to use duplicate supplier invoice numbers on different documents without receiving a warning message.

• #7709 – Edit…Inventory…Item File. If the minimum gross profit percentage is set up as 20% in Setup…Inventory and the minimum is less, the error message displayed 2000% instead. If you then created a new inventory item with a future price with the incorrect gross profit, the correct message appeared but the future price dropped a 0.

• #7724 – Process…Customers/Suppliers. When a user cannot exceed the credit limit and a sales order with discount on the line was linked to an invoice, the discount was not taken into consideration.

• #7738 – Copy Recurring Assistant. When you copied a recurring invoice to a normal invoice and you clicked on the Back button on the last screen of the assistant, the Process button did not change to Next.

• #7739 – Process…Count Inventory. If you had a variance of -10 and you printed the Variance Report to MS Excel, you would have received a Type Mismatch error.

• #7752 – Process…Customers. When you now process a Return and Debit, the system will check if the invoice being returned is an additional cost invoice.

Point of Sale

• PAS011246 - Partner / Xpress POS – The Tax type changes on a customer document when adding a line on linked document in POS (link Quote to Invoice), where the Customer has been saved in Pastel with a different tax code than is the normal tax code, e.g. exempt.

To create:

Process a quote or order to a customer with a tax code of 02.Link the quote or order to an invoice, then manually add a new line on the invoice. The tax code on the line is not correct – the system must use the tax code as per the customer.

• PAS011211 - Slip prints the outstanding amount with no thousand separators.

• PAS009847 - Rounding: When processing using a negative quantity in POS and your rounding is set to round up to the nearest 5c, rounding is not calculated correctly. This is a problem since version 9 (Partner 2007).

To recreate:

Create an item with an exclusive selling price of R1.32 in Partner – allow inventory quantities to fall below zero under setup inventory. In POS click on the rounding button under setup options, change the rounding settings to round up to the nearest 5.Process an invoice using the newly created item, sell one of the items. The selling price excl R1.32 and the total is incl R1.50 .Process a new invoice but use a quantity of -1.The exclusive amount on the line is R1.35 but the total due is minus 1.

• Slip Printing - If you specify to print a field in a column that is not the first one, the field prints as though it was the first column. If you specify a field in front of it, then it works e.g. description, then a field- the description will start at column 1, and then the field will print at the correct column.

• PAS009126 - Process cash in/out in POS for blocked accounts.

Cash in can be processed for blocked customer and supplier accounts, but not a blocked GL.

(The system will not warn if the customer or supplier is blocked)

Cash Out cannot be processed for any account without a supervisor override.

• When reprinting a quote which has a postal address entered using CTRL+F9 on the original document, the reprint does not display the postal address.

• An invoice document that is not printed prints as copy invoice on the reprint screen.

To recreate:

Customer set to print only – do not print the invoice on completion. In POS, View…Reprint and

Print to screen, close, reprint to screen again, the document reads Copy Tax Invoice, but it has not been printed to a printer yet therefore should still read Tax Invoice.

• POS Dashboard- A user is setup as full accounting in Pastel and supervisor in POS. ’Can view dashboard” option is not ticked under supervisor settings. When logging in with this user, the dashboard can be opened. The dashboard should not be visible for this user and the View…Dashboard option should be grey.

• If the user is set to be able to change a description with supervisor override, if you select an abbreviation, the system allows this. The supervisor password override should be applied.

• Price Lookup - Go into price lookup and select an item. Select a customer to email product photo to Email the photo. When you select another inventory item to send to the customer, the customer name field stays filled in but the email field gets cleared.

• Age analysis - Having posted to a foreign currency customer account, on viewing the age analysis in foreign currency, the total is not shown in the foreign currency.

• Outstanding quotes, sales orders, purchase orders and COD’S- the search by store does not work in that if a single store is selected, the system shows information for all stores.

• Variance report - The heading for the column “Operator or Computer’, the ‘r’ from Computer should not be on a line by itself.

• Serial numbers are not printing on the POS slips.

• Scanning the serial number in the search/find option when the barcode scanner is programmed with a carriage return:

In the POS invoicing processing screen, select the serial number field. Invoke the ‘search’ option and select the ‘find’ facility. The serial number is scanned in. Because the scanner is programmed with a carriage return, the carriage return forces the exit from the find a serial number window and none are selected. The enter key must not close the screen.

• Quotation screen sometimes showing with a blank document description.

The user is setup as personalised in Pastel but Pastel’s default settings are kept as they are. Go into POS setup screen. On the other settings tab, select quotes as the default POS screen. When going to the cash sale settings tab and clicking on the ‘screen enabled settings’ screen the returns tab was enabled itself. Go back to the other settings tab and now the default POS screen field is blank instead of displaying Quotation.

• The system should not allow all the users to be set to ‘not to allow receipt of money” – at least one user should be set to be able to receive money.

• PAS007215 - POS Touch screen: Suggestion: On the setup products shortcut screen, it allows you to delete the display text. This causes a blank button on the touch screen interface. Would like to be able to force the user to have the display text. The system will now not permit a blank description in the setup product shortcuts screen.

• PAS012416 - Discount matrix/Special prices – Does not use the lower of the discount price and special price instead adds the discount to special price.

• PAS009712 - When adding overall discount as well as line discount, both discount amounts added together display in the discount total field, instead of just the overall discount amount. Should work the same as Partner/Xpress.

• When you select to type in customer details, the tax reference is not being printed on the slip nor the normal invoice document (field-ctxrf)

• PAS007510 - The default printer never displayed correctly.

• Pastel Conversion. The conversion will now check for POS offline open batches before it converts the data.

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download