New features and bug fixes every two weeks. Come back here to check out what's new.
Here's what we've been working on to make ParagonERP work better for you.
Features and Improvements
When creating a shipment off an order, pack list, or invoice, there is a column called left to ship in the transaction selection screen. Over the past few weeks we have been re-assessing the calculation used in this column. We have added more logic to catch a wider variety of scenarios to make sure the number is correct.
A few months ago we added a custom BOM feature to the work order module. With this update, we've added this feature to both the PO and quote modules. The PO and quote will contain the BOM of the item. However, you can also edit it by right-clicking on the item and selecting edit custom BOM. On the screen that appears, you will have the option to change the quantities of the BOM. These quantities are specific to the transaction you're in and will not affect the original BOM of the item. Since the BOM stored on the item isn't necessarily exactly what will occur in production, the ability to change the BOM on a per-transaction basis is extremely useful.
We've added two new reports to the reporting module pertaining to BOMs: the purchase order with BOM report and the work order with BOM report. These reports show PO and WO details with any custom BOMs that may be attached to items on the transaction.
When adding items to a transaction, the screen to the right will appear. On this screen, there are numerous columns with information specific to each item. We have changed these column headings to be inbound goods, allocated and ATS.
- Inbound goods include all open units on active purchase orders and work orders.
- Allocated includes all outstanding units on active picks or reservations.
- ATS = stock + inbound goods ' allocated
We've changed the labels on the inventory available report. Now the columns read: stock, inbound goods, allocated, available to sell. Notice that this matches the item grid mentioned in point 3. When you hover over a column header, a note will display, called a tool tip. The tool tips explain what the columns mean. Notice that these labels match the item grid mentioned in point 4. Consistent labeling across modules avoids confusing terminology and multiple definitions.
Bugs
There was a bug that was not displaying the payment detail information on the receive payment and make payment forms. This has been corrected.
When adding an item to a transaction, there is a column called description. In the past this column was too narrow, and item descriptions were being cut off. To help this, we widened the description column.
The total units of a pack are located at the bottom of the packing list. There was a bug that had occasionally made the total incorrect. This has been corrected.
During the last update we added the ability to tab through fields in transactions. We discovered a bug that allowed you to edit a transaction while in save mode using the tab key. This has been corrected.
When creating a work order off an order with a custom BOM, there was a bug that didn't transfer the custom BOM information to the work order. This has been corrected.
There was a bug that allowed you to edit voided and completed transactions through the more tab. You should not be able to change voided transactions. This has been corrected.
In the inventory module, the second tab is called adjust. In this tab, you can adjust the inventory at a location by selecting the add new location button at the bottom left hand corner. There was a bug that made this button unavailable. This has been corrected.
There was a bug that caused invoices and credits to display incorrectly on the AR aging report. We have corrected the bug and it now uses the following logic:
- If an invoice has been completely paid, it will not show on the report
- If an invoice has credits or payments applied to it, the outstanding difference will show
- If a payment or credit was created manually and not linked to an invoice the invoice, credit and payment will show
Rules
Rules can be turned on or off in Paragon based on how you run your business. Below you can find the rules that have been created over the last two weeks. Keep in mind, however, that we have many more available.
When an order is fully shipped, an invoice will be automatically created in temp status.
A shipment can automatically be created off an invoice based on a customer or a specific code used on the invoice.