Recent Software Developments

Listed below are a number of the key enhancements that have been added to axis diplomat 2016 and axis payroll 2016 since the initial release. See the new features in axis diplomat 2018 »

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Showing 110 enhancements covering:

Kernel (Core) Software

Monitor of Audit Trail Events

Available to all axis diplomat 2016 customers

Release Date: 23/05/2018

User Activity monitor tabs can now be filtered to show activity on specific types of object.

The example below shows a monitor filtered to show all updates to Customer Accounts and Contacts this month, and who made them.

Identifying what updates have been made to your data, when and by whom, is an invaluable tool in maintaing data security and integratity, not only in light of the General Data Protection Regulation (GDPR) but as a management tool in general.

Add Custom Monitors to Favourites

Available to axis diplomat 2016 Software Assurance customers

Release Date: 12/03/2018

The ability to create custom monitors is a powerful feature of axis diplomat, providing you with your own unique view of the data that is important to you. We have now enhanced axis diplomat to allow you to add individual custom monitors directly to your Favourites, giving you instant access to the monitor. Simply right-click on any monitor in the "My Monitors" list and select "Add to Favourites".

In this example, we have created a custom monitor called "Books", which lists all of the book-related stock items, any outstanding sales orders that include books and any outstanding quotes for books. By adding the "Books" monitor to our Favourites, we now have direct access to that information.

A further benefit is that those users who are configured to see Favourites only may now have custom monitors added for their use.

New Anonymisation Function

Available to all axis diplomat 2016 customers

Release Date: 05/03/2018

One aspect of data protection that will come into effect with GDPR on 25th May 2018 is the "right to erasure", also known as the "right to be forgotten". In essence, this is the right of an individual to request the deletion or removal of their personal data.

To facilitate this, we have introduced a new Supervisor Function, Anonymise Data.

The function simply prompts for an email address and then locates each customer, supplier or document contact associated with that email address. For each matching contact, the name, telephone number, mobile number, fax and job title are cleared.

The email address will be set to "forgotten9999@nodomain.com" and the contact name to "Forgotten 9999" where 9999 is an automatically incrementing number.

This change has been made available at axis diplomat 2014 and above (i.e. all versions within mainstream support).

For more information:

https://www.axisfirst.co.uk/gdpr/

https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/right-to-erasure/

Improved security by identifying copy system documents

Available to all axis diplomat 2016 customers

Release Date: 08/02/2018

Modifications have been made to add a watermark to all Document Designer-based documents produced from copy systems. The word "Sample" is overlaid with details of when the document was produced, from which workstation and by whom.

This enhancement helps prevent documents generated by copy systems (for example during testing or training) being incorrectly interpreted as genuine.

This change has been made available at axis diplomat 2014 and above (i.e. all versions within mainstream support).

Improved security by identifying the source of printed documents

Available to all axis diplomat 2016 customers

Release Date: 06/02/2018

Modifications have been made to axis diplomat and axis payroll to print, at the foot of every page on every report within the system, details of when the report was produced, from which workstation and by whom.:

As well as traditional axis diplomat reports, this also applied to any printed reports generated via a right-click Print Preview within any scrolling data list. The example below shows a print preview from Sales Business Intelligence:

This change has been made available at axis diplomat 2014 and above (i.e. all versions within mainstream support).

Date Filtering in Scrolling Data Lists

Available to axis diplomat 2016 Software Assurance customers

Release Date: 11/09/2017

Setting filters on Scrolling Data Lists is now aware of when a column contains dates and sorts the list of dates into chronological order instead of alphabetical order.

Previously. all column filter lists were treated as text and sorted accordingly - meaning that the list above would have started with 09/11/2016 and ended with 14/12/2016.

Date Selection Filters

Available to axis diplomat 2016 Software Assurance customers

Release Date: 28/03/2017

The list of data selections available when filtering a monitor tab by date has been extended from Single Date and Date Range to include a host of pre-defined selections, including last week, last month, this year and last year.

Configurable Email Subject by Variant

Available to axis diplomat 2016 Software Assurance customers

Release Date: 27/02/2017

For those using document variants, such as on systems with the Trading Identities module, it is now possible to configure different email subjects for each variant.

Filters for Current User and Current Group

Available to axis diplomat 2016 Software Assurance customers

Release Date: 13/10/2016

On monitor tabs that allow filtering by axis diplomat user and/or group (such as CRM Calls and User Activity), it is now possible to specify "Current User" and "Current Group" as selections. When monitors are shared, these filters will then use the ID or Group of the user viewing the monitor at the time.

This enhancement makes it easier to create shared monitors with, for example, a "My Calls" tab. Previously you would have needed to create separate tabs for each user (or each user would have needed their own custom monitor).

Nominal Ledger & General Accounts

More Bank Accounts

Available to all axis diplomat customers

Release Date: 24/08/2018

The maximum number of bank accounts supported by axis diplomat has been increased from 32 to 64.

Bank Transfer Function

Available to axis diplomat 2016 Software Assurance customers

Release Date: 09/07/2018

A new function, Bank Transfer, has been added to allow simple recording of movements between bank accounts.

This new function makes it much easier and quicker to record transfers between your bank accounts, eliminating the need to use traditional journal booking functions.

For more information:

https://www.axisfirst.co.uk/documentation/Bank-Transfer/article/114697

New Cash Account Enquiry Function

Available to axis diplomat 2016 Software Assurance customers

Release Date: 27/09/2017

The previous Cash Account Enquiry has been replaced with a new interactive enquiry, providing access to all of the information relating to the Cash Account across a number of tabs. This includes access to Attachments, Graphs and the ability to drill-down into transactions. As with other similar functions within the system, it also provides the ability to export transaction data to a CSV text file or to a Microsoft Excel™ spreadsheet.

For those who still want to produce the report-style enquiry offered by the previous function, this is provided via the Print Preview button.

Domestic Reverse Charge VAT on Purchases

Available to axis diplomat 2016 Software Assurance customers

Release Date: 30/05/2017

For those axis diplomat users who purchase goods or services that fall under the rules of Domestic Reverse Charge VAT (including, for example, mobile phones, subject to certain de minimis limits), Purchase Order Invoice Booking has now been extended to support this.

When booking a supplier's invoice via Purchase Order Invoice Booking, you now have the option to specify (for Standard UK suppliers) VAT treatment as "Domestic Reverse Charge".

In these cases, the VAT is not added to the invoice value but is recorded; axis diplomat then reports the VAT amount as both Output Tax and Input Tax. The goods value is reported in Total Inputs but not Total Outputs.

For more information:

https://www.axisfirst.co.uk/documentation/VAT/articles/14038

https://www.gov.uk/government/publications/vat-notice-735-vat-reverse-charge-on-specified-goods-and-services/vat-notice-735-vat-reverse-charge-on-specified-goods-and-services

Multi-User Previous Period Adjustments

Available to axis diplomat 2016 Software Assurance customers

Release Date: 24/03/2017

The Nominal Ledger function "Previous Period Adjustments" has been reworked to allow operation in multi-user mode.

The function allows adjustment journals to be entered for any completed accounting period within the current year or either of the two preceding years.

The function has also been extended to allow adjustments to be posted to previously unused years. This is particularly useful when correcting errors brought forward from legacy accounting systems when implementing a new axis diplomat system.

Business Intelligence

Full Stock Description added to Business Intelligence

Available to all axis diplomat 2016 customers

Release Date: 16/10/2017

Business Intelligence enquiries have now been extended to allow you to choose whether to show just the first line of stock descriptions, both lines (as separate columns) or a single column containing an amalgamation of both lines.

This flexibility can be particularly useful when exporting information from Business Intelligence for use in spreadsheets.

Sales Ledger, CRM & Sales Order Processing

Improved handling of "Price Per" in Sales Order Maintenance

Available to all axis diplomat customers

Release Date: 07/09/2018

A number of enhancements of been made to make it easier to handle items sold with Price Pers other than one.

When entering an order for an item that can only be sold in multiples of the per quantity, the quantity now defaults to the per value rather than 1. An indicator has also been added to make it clear that these items can only be sold in those multiples.

For items with a cost per other than 1, the cost analysis now indicates this (which is particularly helpful since the cost per may differ from the selling per).

The example above shows an item where the buying price is for 10 but the selling price is for 5

When searching for an item to add to an order, the search results now includes a column indicating the selling price per - this is particularly helpful when comparable items are priced with different pers since it makes it easier to compare the prices.

Exclude customers from Commission

Available to all axis diplomat customers with the Agent's Commission module

Release Date: 05/09/2018

You now have the ability to exclude specific customers from Commission reports.

The setting, found on the "General Details" tab when amending a customer, means that sales for a given customer can still be assigned to a particular agent without actually being included in their commission calculations. The setting can also be updated for a number of customers from spreadsheet using the Import Customer Records function.

Release negative orders/returns to customers on hold

Available to all axis diplomat customers

Release Date: 03/09/2018

It is now possible to configure axis diplomat to allow negative sales orders (credits) and returns to be released even when the customer is on manual credit hold.

The behaviour is configured on the Order Release tab of Maintain SOP Parameters, as shown above.

New option for Minimum Margin

Available to all axis diplomat 2016 customers

Release Date: 20/08/2018

A new option has been added for those using Minimum Margins by Product Group. You are now able to specify that, if an order falls below the minimum margin for a particular Product Group, the order is placed on hold.

This allows the person entering the order to continue and file the order, and for a manager to review the order afterwards.

SagePay Transaction ID added to payment confirmation

Available to all axis diplomat 2016 customers with the SagePay Payment Processing module

Release Date: 15/08/2018

When using SagePay to take a payment via the Statement tab of Customer Enquiry (or Maintain Customer Details), the confirmation message now displays the SagePay Transaction ID to assist if manually reconciling payments.

Create Serial Numbers during Sales Order Release

Available to axis diplomat 2016 Software Assurance customers with the Stock Transaction Traceability module

Release Date: 13/07/2018

A new parameter has been added to the system to allow serial number creation as part of the process of releasing a credit line on a sales order.

Normally, you can only return a serialised item into stock where that serial number has previously been issued. This new development, however, is ideal for situations where you have previously sold an item prior to marking it as serialised.

The parameter can be found on the Order Release tab within Maintain SOP Parameters.

Transfer Customer Payments

Available to axis diplomat 2016 Software Assurance customers

Release Date: 11/07/2018

axis diplomat now has the ability to easily transfer unallocated cash payments from one customer account to another. The function can be accessed via a simple right-click option on the specific cash transaction within Customer Enquiry (when in Edit mode) and then specifying the destination customer account.

This is ideal for correcting operator errors where cash has been allocated to the wrong account, perhaps because the customer names are very similar or the cash was received with no remittance advice and the user assumed the wrong account.

Marketing Preferences added to Import/Export Functions

Available to all axis diplomat 2016 customers

Release Date: 27/06/2018

The contact preferences held against each customer contact for marketing purposes were recently extended to include Telephone, Post, Fax and SMS in addition to Email. These fields are now included in the file created by Export CRM Details and can be updated by the function Import Contact Details.

Postcode column added to Customer List by Turnover

Available to axis diplomat 2016 Software Assurance customers

Release Date: 25/06/2018

The Customer List by Turnover Report has been modified to optionally include an additional column for each customer's postcode.

eBusiness Customer Selection in Customer Block Amendment

Available to axis diplomat 2016 Software Assurance customers with the axis vMerchant module

Release Date: 11/06/2018

Customer Record Block Amendment has been extended to allow the range of customers to be amended to be filtered to just eBusiness customers or to only those accounts that are not flagged as eBusiness:

Additional information shown in Maintain Campaign Details

Available to all axis diplomat 2016 customers

Release Date: 07/06/2018

Following on from recent modifications to improve handling of customer's contact preferences and choices, as a result of the General Data Protection Regulation (GDPR), some enhancements have been made to the Maintain Campaign Details function.

For customers with axis vMerchant websites, who are now able to publish selected campaigns to allow multiple newsletter subscriptions, an additional column now shows the Published state of each campaign:

When viewing a campaign's Membership List, additional columns now indicate each member's preferred contact method and whether they accept contact by email, telephone, post, fax or SMS:

Filter Quotation Monitors by Stock

Available to axis diplomat 2016 Software Assurance customers

Release Date: 25/05/2018

It is now possible to filter Quotation monitor tabs to show just quotations that contains certain types of stock item.

The example below shows a Quotations monitor being filtered to just those quotes that contain any item from five different product groups:

It would be equally possible, for example, to produce a Quotations monitor showing just those outstanding quotes that include any item that has been discontinued.

Block Update Contact Permissions

Available to all axis diplomat 2016 customers

Release Date: 21/05/2018

Customer Record Block Amendment has been updated to allow you to set the contact permissions for contacts across a selection of customer accounts or even all accounts.

This allows you to mark contacts as accepting or declining emails, telephone calls, post, fax or SMS communication. It is particularly useful for marking all of your contacts as declining all forms of communication prior to asking them to re-confirm their consent, to comply with the General Data Protection Regulation (GDPR).

More Detail in Audit Trail Events from Import Customer Records

Available to all axis diplomat customers

Release Date: 11/05/2018

When a customer record is updated as a result of an import from CSV (using the Import Customer Records function), the audit trail for that customer now includes the name of the CSV file that was used to update the record.

Customer Requested Delivery Date in Document Designer

Available to all axis diplomat 2016 customers with the Customer Requested Delivery Date module

Release Date: 10/04/2018

The Customer Requested Delivery Date is now available as a field to add as a column to line details within Document Designer templates.

Email Subscribers and Export Campaign Membership

Available to all axis diplomat 2016 customers

Release Date: 16/03/2018

The option to export campaign membership details has been extended to allow only those customers that accept emails (or only those that do not) to be exported.

This is ideal if you wish to export your campaign membership details to a third-party emailing solution. It is also useful if you wish to send a printed catalogue, for example, to those customers who do not accept email.

The exported file now also contains a separate column to indicate whether the recipients accept emailshots to allow subsequent filtering in third-party applications.

With the new GDPR regulations placing greater emphasis on permission-based marketing, this gives you greater control over the way in which you communicate with your customers.

Default Department in Customer Searches

Available to axis diplomat 2016 Software Assurance customers

Release Date: 14/03/2018

For those who use hold a default Department Code against customers, Customer search results now include columns for the default Department (code and description).

In addition to searches using the Customers function, searches within other functions, such as Enter Sales Order, also include these columns:

The ability to record a default Department against customers, is controlled via a system parameter (on the "Customer Maintenance" tab of "Maintain Sales Ledger Parameters").

Larger HTML emails with Send eMailshot

Available to all axis diplomat 2016 customers

Release Date: 21/02/2018

The functions Send eMailshot and Send eMailshot by Campaign have been extended to support larger HTML emails - the maximum size has been increased from 50Kb to 100Kb (excluding images).

Monthly Cost of Sales Reports

Available to axis diplomat 2016 Software Assurance customers

Release Date: 21/02/2018

Three new Monthly Cost of Sales Reports have been added to the system, giving a simple breakdown by Customer Group, Order Source or Sales Group.

Each report shows the sales and cost of sales, along with the margin amount and percentage for the last complete nominal period, all of the preceding periods of the current year as well as the preceding twelve periods.

Perform Credit Checks on Order Amendment

Available to all axis diplomat 2016 customers

Release Date: 19/02/2018

By default, axis diplomat will only apply credit checks when entering new orders. A new system parameter allows you to have the system perform credit checks every time that an order is amended. This could, for example, put an order on hold if the order is increased to take it over the customer's credit limit.

Default Department in Gap Analysis

Available to all axis diplomat customers

Release Date: 24/01/2018

Gap Analysis has been modified to allow selection of customers by their Default Department.

Exclude Items from Repricing

Available to axis diplomat 2016 Software Assurance customers

Release Date: 11/01/2018

axis diplomat 2016 introduced the ability to reprice sales orders and quotations with a single click. It is now possible to mark specific stock and product items as being excluded from such repricing operations:

This is controlled via a simple tick box on the Pricing and Costing tab of Maintain Stock Details, as shown above. This is ideal, for example, when dealing with discount, surcharge or miscellaneous product codes that have no default value where these would otherwise be repriced to zero.

Filter Customer Monitor to No Campaigns

Available to all axis diplomat 2016 customers

Release Date: 08/01/2018

It is now possible to filter a "Customers" monitor tab to show just those customers that do not belong to any campaign.

This is particularly useful if all of your customers should belong to at least one campaign (for example, to receive fortnightly calls as shown in the example above) since it allows you to see, at a glance, if any customers are missing.

Letter Addressee added to Export from Campaigns

Available to all axis diplomat customers

Release Date: 02/01/2018

When exporting Campaign Membership Details via the Maintain Campaign Details function, the file now includes a column for the Letter Addressee. This is particularly useful when using the exported file to create a Mail Merge within Microsoft Word.

Enforce Delivery Contact's Email or Mobile Number

Available to axis diplomat 2016 Software Assurance customers

Release Date: 13/12/2017

It is now possible to configure your system to enforce email and/or mobile numbers for your delivery contacts. This is particularly useful where you are using carriers who need contact details to confirm delivery.

These may be optional, mandatory or you can choose to be warned if you attempt to file a sales order using a contact with a blank email or mobile number but still allowed to file the order.

When mandatory, you receive an error message if you attempt to file an order for a contact without this information:

You may then choose to update the contact details for the customer (using the SmartLink icon at the top of the function) or update the delivery contact details just for this order using the Edit Contact icon:

Filter Customer Monitors by Factored Status

Available to all axis diplomat 2016 customers

Release Date: 11/12/2017

Customer monitor tabs, and other monitor tab types that allow filtering by customers, can now be filtered based on whether the customer's account is factored.

In addition to general Monitor tabs, this enhancement is also available within the dedicated Credit Control Monitor

More Configuration Options over Sending Call Shortcuts

Available to axis diplomat 2016 Software Assurance customers

Release Date: 11/12/2017

Additional configurability has been added to control when Call Shortcuts are automatically emailed to users. Each user can now be configured with one of three options:

Enforce Order Source Code by Customer

Available to all axis diplomat 2016 customers

Release Date: 04/12/2017

An additional tickbox has been added to the General Details tab of Maintain Customer Details to enforce the use of default order source codes. Selecting this option will ensure that the default order source code on the account overrides any defaults set against individual operators that may be entering sales orders.

This option is useful if, for example, you generally want order source codes to reflect the person entering the order but, for certain key accounts, orders should always be placed against the account's order source code.

Custom Category columns added to Customer monitor tabs

Available to all axis diplomat 2016 customers

Release Date: 30/11/2017

Additional columns have been added to Customer-based monitor tabs for each single element Custom Category defined on your system.

This screenshot shows a system with a number of additional Custom Categories for Lead Source,
Geographic Area and Size added to a Customer monitor tab

These tabs are not enabled by default but can be added by simply right-clicking on the header and selecting "More". Select the custom category that you wish to include and click "Show":

The performance of Customer monitor tabs has also been significantly improved when filtering by Custom Categories.

Collection Notes

Available to axis diplomat 2016 Software Assurance customers

Release Date: 18/09/2017

The Customer Returns module, introduced with axis diplomat 2016, now allows the production of a Collection Note.

This Document Designer-based document will be particularly useful to those using their own vans to collect items from customers. As well as documenting the items to be collected, the Collection Note can also be designed to incorporate a signature box to be left with the customer as a receipt for the collected goods.

It is also possible to print Collection Notes from within a Customer Returns monitor:

Configure "Return Goods into Stock" Behaviour

Available to axis diplomat 2016 Software Assurance customers

Release Date: 08/09/2017

Additional parameters have been added to axis diplomat's "User and Group Maintenance" function to allow you to configure, on a user-by-user basis, the action for returning goods into stock when raising credits.

Normally, when raising Sales Ledger credits (either via a credit note or a negative line on a Sales Order), you can choose whether or not the item(s) being credited should be returned into stock. The default action is determined by a system-wide parameter.

Additional settings on each user account now allow you to vary that behaviour for an individual.

You are now able to indicate that the default action for a particular user differs to the overall system. Furthermore, you are also able to prevent the user from changing that behaviour. The user above, for example, will always return goods into stock when raising a credit note and will be unable to change that setting.

Selected Line Values in Sales Order Monitor

Available to axis diplomat 2016 Software Assurance customers

Release Date: 05/09/2017

It has previously been possible to filter Sales Order monitor tabs to show just those orders containing certain products but a new column, Selected Items Total Value, has now been added to show the order value of just those selected products.

For example, this Sales Order monitor tab has been filtered to only include Sales Orders including lawn mowers:

The monitor has also been filtered to show all orders from last year (including those that are complete). From this monitor, we can now see that the total value of orders that included Lawn Mowers was £287,623, of which £63,132 was made up of the Lawn Mowers themselves:

Numeric Customer List

Available to all axis diplomat 2016 customers

Release Date: 14/08/2017

The Sales Ledger report Numeric Customer List has been extended to allow reporting of just those customers that are not currently assigned to any campaigns.

The filter can be found on the Inclusions and Exclusions tab:

Account Types in Customer List by Turnover

Available to axis diplomat 2016 Software Assurance customers

Release Date: 28/04/2017

The Customer List by Turnover report has been modified to allow reporting of just live accounts, just closed accounts or both.

Non-Resaleable Products in Keyword Search

Available to axis diplomat 2016 Software Assurance customers

Release Date: 27/03/2017

A new system parameter has been added to allow you to see non-resaleable items in keyword search results when adding items to sales orders. When set, non-resaleable items will appear within the search results and will be greyed out. They may not be added to the order but are shown for information only.

The parameter to enable this functionality can be found on the Prompt Defaults tab within the Maintain SOP Parameters function.

Campaign Calls

Available to axis diplomat 2016 Software Assurance customers

Release Date: 20/03/2017

When using Campaigns to manage regular outbound telesales and an order is entered on the system, you now have the option of leaving the call open. Calls would previously have been automatically completed when an order was placed.

Exceptional Sales Customer Accounts

Available to axis diplomat 2016 Software Assurance customers

Release Date: 23/11/2016

For users of the Demand Forecasting module, it is now possible to flag individual customer accounts as "Exceptional Sales". All sales for such customers will then be marked as exceptional sales and therefore excluded from the Demand Forecasting calculation.

Customer Price List Updates

Available to axis diplomat 2016 Software Assurance customers

Release Date: 18/10/2016

It is now possible to create new customer price list entries for items being added to Sales Orders. Previously, it was only possible to update existing entries.

System parameters exist to enable or disable this functionality and to set the default value. These can be found on the Prompt Suppression and Prompt Defaults tabs of the Maintain SOP Parameters function respectively.

Purchase Ledger & Purchase Order Processing

Additional Filter Options in Purchase Deliveries Monitor

Available to all axis diplomat 2016 customers with the Purchase Delivery Advice module

Release Date: 22/08/2018

The Filter Options within the Purchase Deliveries Monitor have been extended to allow the monitor to be filtered based on the Departure Date Status and/or the Arrival Due Date Status.

This allows, for example, a monitor tab to be created that lists just those deliveries where the Departure Date has been confirmed but the Arrival Due Date has not.

Force entry of Supplier's Order Reference

Available to axis diplomat 2016 Software Assurance customers

Release Date: 13/08/2018

Two new parameters have been added to Purchase Order Processing to force entry of a Supplier's Order Reference and to disallow references that contain spaces.

Suppress option to print Goods Received Notes

Available to axis diplomat 2016 Software Assurance customers

Release Date: 10/08/2018

As fewer users now opt to print Goods Received Notes (GRNs) when receiving deliveries from suppliers, there is now a parameter to suppress the option, streamlining the goods received process.

Record Supplier's IBAN and BIC Codes

Available to axis diplomat 2016 Software Assurance customers

Release Date: 05/07/2018

You are now able to record the IBAN number and BIC code for any suppliers whose payment method is "Auto -other".

For more information:

https://www.axisfirst.co.uk/documentation/International-Bank-Account-Identifiers-IBAN-and-BIC/articles/15489

This Invoice Value in Purchase Order Invoice Booking

Available to axis diplomat 2016 Software Assurance customers

Release Date: 05/04/2018

Purchase Invoice Booking now shows an additional column for "This Invoice Value".

This can be particularly useful in trying to identify errors, when the analysed value differs from the target value, whether as a result of keying errors or where the supplier's calculations (for example, when applying discount) differ from what is expected.

Approve Supplier Invoices from Supplier Enquiry

Available to axis diplomat 2016 Software Assurance customers

Release Date: 09/03/2018

It is now possible to change the approval status (from Unapproved to Approved or vice versa) of a supplier's invoice by a simple right-click from within Supplier Enquiry (in Edit mode).

The ability to do this is, of course, controlled by Security Permissions so that you can decide which users are allowed to approve invoices:

Supplier Category in Supplier Price List Search

Available to axis diplomat 2016 Software Assurance customers

Release Date: 15/12/2017

The Supplier Price List search, as used within Purchase Requirements when choosing a supplier, has been modified to include an additional column for the Supplier Category:

Sales Ledger Selection in Customer Delivery Address Search

Available to all axis diplomat customers

Release Date: 15/09/2017

Purchase Order Maintenance has been extended to allow a specific Sales Ledger to be chosen when searching for a Customer's Address as the Purchase Order's Delivery Address.

Purchase Invoice Discounts

Available to axis diplomat 2016 Software Assurance customers

Release Date: 22/12/2016

Purchase Order Invoice Booking has been extended to allow ad hoc discount lines to be added to a purchase invoice. This is ideal for use where discounts have been applied that do not relate to specific items on the order.

Stock Ledger, Bill of Materials & MRP

More Information available in Stock Monitor

Available to all axis diplomat 2016 customers with the Retail Price VAT Status module

Release Date: 10/09/2018

Additional columns have been added to Stock monitor tabs, providing more information on the VAT status of each item.

For those using the Retail VAT Status option, two new columns indicate whether the item's retail price is specified as including or excluding VAT, and similarly whether the trade price is specified inclusive or exclusive of VAT..

Restrict User Access to Stock by Department

Available to axis diplomat 2016 Software Assurance customers

Release Date: 29/06/2018

For systems configured to allow Departmental and Cost Centre analysis by sales invoice line, the Security Permissions within axis diplomat have been extended to allow or deny access to stock by its default department.

For users that operate solely within a single department, for example, this allows you to restrict the range of stock items that they see (such as when searching or adding items to a sales order) to just the relevant items.

This not only has a security benefit but also makes the system easier for them to use.

For more information:

https://www.axisfirst.co.uk/documentation/Department-Cost-Centre-by-Sales-Invoice-Line/articles/14216

Department and Cost Centre added to Stock Search Results

Available to axis diplomat 2016 Software Assurance customers

Release Date: 21/06/2018

On systems that are configured to allow Departmental and Cost Centre analysis by sales invoice line, where the default department and cost centre codes are recorded against each stock item, these are now shown in stock search results.

For more information:

https://www.axisfirst.co.uk/documentation/Department-Cost-Centre-by-Sales-Invoice-Line/articles/14216

Import Customer and Supplier Price List Specifications

Available to all axis diplomat 2016 customers

Release Date: 09/04/2018

The function Import Stock Details from CSV File now allows you to import Specifications for both Supplier Price Lists and Customer Price Lists.

Specifications on Supplier Price Lists can, for example, be used to hold additional information to be shown on purchase orders when ordering that item from that specific supplier:

Build Works Order

Available to axis diplomat 2016 Software Assurance customers with the Build Assembly module

Release Date: 07/03/2018

A new menu option has been added for users of the Build Assembly module called Build Works Order. This function, designed to be used from a handheld PDA but also suitable for use on your desktop, allows the components for a works order to be picked, and the finished goods received, in one easy operation. The function can also be accessed via a right-click menu option within Works Order Monitor.

Import Stock Details for Multiple Locations

Available to all axis diplomat customers with the Multi Location Stock module

Release Date: 08/02/2018

The function Import Stock Details from CSV has been extended, when importing stock location details, to allow the location number to be imported from the CSV file rather than being specified as part of the import parameters.

This allows a single import file to contain details for multiple locations rather than having to run a separate import for each location.

Sales Group Selection added to Traceable Stock Report

Available to all axis diplomat customers with the Stock Transaction Traceability module

Release Date: 25/01/2018

The Traceable Stock Report now allows filteing by stock item's Sales Group:

Default Price added to Import Stock Details from CSV

Available to all axis diplomat customers

Release Date: 16/01/2018

An additional field can now be imported via the general-purpose Import Stock Details function to indicate whether a stock record defaults to the Trade or Retail price. The field is "Default price to retail" so a "Y" indicates default to Retail and "N" indicates default to Trade.

Commodity Codes added to Stock Function

Available to axis diplomat 2016 Software Assurance customers

Release Date: 18/12/2017

The Stock function has been extended to include an additional column showing the Commodity Code.

For more information:

https://www.axisfirst.co.uk/software/axisdiplomat/modules/Intrastat/15159

Daily Schedule added to Stock Enquiry

Available to axis diplomat 2016 Software Assurance customers

Release Date: 06/12/2017

A new option has been added to the Transactions tab of Stock Enquiry to provide a simple overview of the forecast stock position over time.

The Daily Schedule displays a chronological view of when stock is expected to be received and issued, based on the due dates of sales orders and purchase orders.

This option provides an overview of when stock is likely to be available and, equally importantly, if and when you are expected to run out.

The same schedule can also be viewed from within Enter/Amend Sales Order when adding or amending items.

Overall Parent Document Number added to Document Designer

Available to all axis diplomat 2016 customers with the Compact MRP module

Release Date: 27/11/2017

An additional field has been made available for Document Designer documents and, in particular, Works Orders. This field is the Overall Parent Document Number, which excludes the "WKO" or "ORD" prefix.

This makes it ideal for presenting as a barcode for subsequent scanning.

Print Stock Labels by Item, by Supplier Case or by Receipt

Available to axis diplomat 2016 Software Assurance customers

Release Date: 17/10/2017

You are now able to determine, on a stock item-by-stock item basis, whether the quantity of labels printed at the goods receipt stage is based on a specific number per item, the number of supplier cases being received or the total receipt quantity.

The setting is configured on the General Details tab of Maintain Stock Details:

Setting the number of labels to "Supplier Case" will instruct the Goods Received function to divide the received quantity by the Case Quantity from the Supplier Price List entry. This is useful when the goods are shipped by the supplier in a carton that does not get unpacked immediately, allowing you to place one label on each carton.

Additional Information on Stock Traceability Details

Available to axis diplomat 2016 Software Assurance customers with the Stock Transaction Traceability module

Release Date: 09/10/2017

The Traceability tab within Stock Enquiry has been extended to add columns showing the date that a given item was first received and the date that it was last issued.

BY showing the dates of the first receipt and the last issue, this covers situations where a particular item was, for example, sold, returned and sold again.

Amend Document Status Code from Works Order Monitor

Available to axis diplomat 2016 Software Assurance customers with the Compact MRP module

Release Date: 04/10/2017

It is now possible to amend a Works Order's Document Status Code simply by a right-click option within the Works Order Monitor.

Works Order Status Codes

Available to axis diplomat 2016 Software Assurance customers with the Compact MRP module

Release Date: 14/09/2017

For users of the Compact MRP module, Document Status codes have now been extended to apply to Works Orders.

Document status codes were introduced in axis diplomat 2010 to allow user-defined statuses against sales orders and quotations. Since then, they have also been extended to apply to contracts and contract requests, for users of the Service Contract Management module.

By extending document status codes to Works Orders, you are now able to define your own states for Works Orders. For example, a works order might be "Awaiting Scheduling", "Awaiting Components", "In Production" or "In QC".

Furthermore, you can also indicate that certain status codes should trigger an email to the customer at the point a works order is changed to that status - this might, for example, be an email to explain that the order has now entered production and should be ready for despatch within one week.

Hide Overall Stock Figures

Available to axis diplomat 2016 Software Assurance customers

Release Date: 20/06/2017

It is now possible to hide the Overall Stock Levels group from the Stock Enquiry function. It was already possible to hide specific stock figures (such as the On Hand figure) but this enhancement now means that the entire section can be hidden.

One possible use for this could be on systems with the Multi-Location Stock module if you wish to force operators to look at the stock figures by location rather than making assumptions on stock availability by looking at the overall figures.

The presence of the Overall Stock Levels section is controlled via a checkbox within the Maintain Stock Ledger Parameters function:

Stock Enquiry showing Overall Stock Levels

Equivalent Stock Enquiry with Overall Stock Levels hidden

Default Quantities on Custom Builds

Available to axis diplomat 2016 Software Assurance customers with the Custom Build Assemblies module

Release Date: 15/06/2017

For those users with the Custom Build Assemblies module, it is now possible to specify a default quantity against each item in an option list:

The default quantity is then used when adding the Custom Build to a Sales Order or Quotation:

The addition of a default quantities can make Custom Build items much easier to add to orders. For example, a chair can now default to having two standard arms whilst still allowing the operator to specify different arms or no arms at all. The minimum and maximum quantities specified would still prevent the configuration of a chair with, for example, four arms. Similarly, a PC could be configured with a standard hard drive but a larger, smaller or faster alternative could be chosen if required.

For more information:

https://www.axisfirst.co.uk/software/axisdiplomat/modules/Custom-Build-Assemblies/15181

Hide Specific Stock Locations from Stock Figures

Available to axis diplomat 2016 Software Assurance customers

Release Date: 06/06/2017

It is now possible to exclude stock at specific locations from the overall stock figures shown by the system.

An additional tick box has been added to Maintain Stock Locations to specify that a location's stock figures are to be excluded:

Functions within axis diplomat which then show overall stock figures for items will then exclude the stock at such locations:

The example above shows the Stock function indicating a Free Stock figure of 14, which includes the stock at Main Depot, Greenton and Littletown but does not include the stock at the Quarantine location.

This facility is ideal for those wanting to ensure that users (especially those in sales and customer services departments who may quote stock availability to customers) do not include stock that is not generally available. This might not only include a Quarantine location as shown in the example above but could also include consignment stock held on a customer's site, demonstration stock or stock held by particular members of staff (such as in an engineer's car or van).

Catalogue Page Numbers in Stock Control Monitor

Available to axis diplomat 2016 Software Assurance customers

Release Date: 19/04/2017

An additional column has been added to the Stock Control Monitor to show the Catalogue Page Number(s):

Component Costs within Works Order Enquiry

Available to axis diplomat 2016 Software Assurance customers with the Compact MRP module

Release Date: 03/01/2017

Additional columns have been added to the Components tab of Works Order Enquiry to show Estimated Cost and, for components that have been issued, Actual Cost.

The appearance of these columns is subject to the user having the appropriate security permissions.

Unit Price displayed in Supplier Price Lists

Available to axis diplomat 2016 Software Assurance customers

Release Date: 22/11/2016

The Supplier Price List tab in Stock Enquiry now includes an additional column for the equivalent unit price. This now makes it much easier to compare supplier prices where different suppliers provide the same product but in different pack sizes and priced by the pack.

The equivalent unit price is calculated to six decimal places to provide meaningful comparisons between suppliers even when the individual items are of very small value or the pack sizes are very large.

Warehouse Management

New Options for Bin Picking Sequence

Available to axis diplomat 2016 Software Assurance customers with Warehouse Management

Release Date: 22/08/2018

It is now possible to configure individual users to invert the bin sequence when determining which bins to choose for picking. This would, for example, result in them being sent to Bin ZZ99 first and Bin AA00 last.

This is ideal in situations where some pickers are based at the opposite end of your warehouse to others, in which case picking for them can be biased towards the bins closest to them.

To further support this method of operation, an additional Sales Order Processing parameter has been added to indicate whether reverse picking should function within the category (i.e. Category A is still preferred over Category Z) or whether the categories themselves are reversed.

Print Invoices at Despatch

Available to axis diplomat 2016 Software Assurance customers with the Despatch & Delivery Management module

Release Date: 08/08/2018

For those using the Despatch & Delivery Management module, you are now able to mark specific customers to automatically create and print invoices at the point of consigning a delivery.

As well as configuring individual customers via Maintain Customer Details, the option can also be set for a selection of customers by using Customer Record Block Amendment or from a CSV file using Import Customer Records.

Greater Flexibility with Customer Delivery Charges

Available to axis diplomat 2016 Software Assurance customers with the Despatch & Delivery Management module

Release Date: 26/03/2018

Sales Order Maintenance has been modified to allow you to override the Delivery Charge option specified on the Customer Account for this particular order.

Additional Information in Stock Take Monitor

Available to all axis diplomat 2016 customers with the Enhanced Stock Take module

Release Date: 21/03/2018

For those using the Enhanced Stock Take facilities (available in conjunction with the Multi-Location / Multi Bin module), the Stock Take Monitor now features additional columns on the "Bins" tab:

For counted bins, these show the difference (in monetary value and in number of affected stock items) between the expected count and the actual count.

Document Status Codes allow Orders to be suppressed from Picking

Available to axis diplomat 2016 Software Assurance customers with Warehouse Management

Release Date: 23/02/2018

Users with the Warehouse Paper-based Sales Order Picking module can now create Document Status Codes that suppress orders with those statuses from being included in the creation of provisional deliveries.

This is ideal, for example, where certain orders require special processing before they can be picked, such as embroidery or printing.

Handheld Stock Label Printing

Available to axis diplomat 2016 Software Assurance customers with Warehouse Management

Release Date: 07/11/2017

The Handheld Stock Enquiry function has been extended to allow printing of labels for stock items:

The parameters used (such as the format and the number of labels to print) are taken from the stock record, as found on the General Details tab of Stock Enquiry:

Suppress Partial Kit Release

Available to axis diplomat 2016 Software Assurance customers with the Bill of Materials module

Release Date: 27/06/2017

For those using handheld sales order picking in conjunction with kits, it is now possible to configure axis diplomat to prevent the partial picking of kits.

This allows you to set despatch quantities for partial kits (to ensure that stock is reserved) whilst preventing those incomplete kits from being inadvertently sent to the customer.

'Pick All' option for Back-to-Back Orders

Available to axis diplomat 2016 Software Assurance customers with Warehouse Management

Release Date: 14/06/2017

It is now possible to automatically pick items when receiving goods against a back-to-back purchase order.

This functionality is enabled by a Purchase Order Processing parameter

Handheld Purchase Requirements

Available to axis diplomat 2016 Software Assurance customers with Warehouse Management

Release Date: 08/11/2016

A new function has been added to allow Purchase Requirements to be created using a handheld unit.

This now makes it easy to walk around your warehouse or shop, adding items to an ordering list by simply scanning barcodes and confirming quantities.

Having selected an item, its Re-Order Quantity, Maximum Quantity, Re-Order Level and Case Quantity are displayed to assist in deciding on the appropriate quantity to order.

As well as scanning barcodes, items can be added to the "shopping list" by entering part codes or by searching - this is useful, not only for items that are not barcoded, but when items are completely out of stock and the shelves are not labelled with barcodes.

Office Products

Processing Back Orders through Online Order Processing

Available to axis diplomat 2016 Software Assurance customers with the EDI Purchasing Foundation module

Release Date: 26/02/2018

A new option has been introduced within the Online Order Processing function (available to users of EDI Purchasing) to change the way in which back orders are processed. The new option allows the balance of any items left outstanding from the original order to be automatically received on receipt of the invoice.

Price Feed Type added to Supplier search results

Available to axis diplomat 2016 Software Assurance customers with the Supplier Price Feed Foundation module

Release Date: 15/02/2018

For customers with one or more Supplier Price Feeds, the Suppliers function has been extended to include a column in the search results indicating the type of price feed associated with each supplier account listed.

Excluding Specific Suppliers from Automatic Price Feeds

Available to axis diplomat 2016 Software Assurance customers with Office Products

Release Date: 20/02/2017

A new setting has been added to suppliers supporting price feeds to allow you to exclude them from the automatic background feed process. Options have also been added to the Amend Scheduled Processing Settings function to allow you to configure start and end times for the automatic feed processes.

Support for Vow ePremium Product Files

Available to axis diplomat 2016 Software Assurance customers with Office Products

Release Date: 05/01/2017

The Import VOW Product File function has been extended to support the XML format product files supplied by Vow to subscribers to their ePremium service. axis vMerchant already offers support for ePremium rich data.

eBusiness

Order On Hold Thresholds

Available to all axis diplomat customers with eBusiness

Release Date: 31/08/2018

It is now possible to configure axis diplomat to automatically place eBusiness orders on hold if they exceed a certain value or number of items.

The screenshot above shows a system configured to automatically place orders on hold if the order value exceeds £250 or the total order quantity exceeds 50.

Additional Marketplaces via Channel Advisor

Available to axis diplomat 2016 Software Assurance customers with the Channel Advisor Interface module

Release Date: 28/05/2018

For users of the axis diplomat Channel Advisor Interface module, a number of additional marketplaces are now supported:

Handling eBusiness Orders with Address Validation Issues

Available to axis diplomat 2016 Software Assurance customers with the axis vMerchant module

Release Date: 19/03/2018

A new parameter has been added for those who have configured their system to perform address validation when importing sales orders. Any orders that have an unrecognisable address may now be either

When an order with an addressing issue is not imported automatically, the address can be checked and updated by running Import eBusiness Orders manually.

A further parameter has been added for those using Despatch Quantity Recording to determine whether orders that are imported and placed on hold have Despatch Quantities set:

eBusiness Mailing List module made standard

Available to axis diplomat 2016 Software Assurance customers with the axis vMerchant module

Release Date: 02/03/2018

To better equip axis diplomat users to handle the requirements of GDPR, the eBusiness Mailing List module has now been made standard on systems with links to axis vMerchant-based websites.

The module allows you to configure a pseudo customer account to hold details of people who use your website to subscribe to, or unsubscribe from, your marketing emails or newsletters without purchasing on your site.

If one of these subscribers subsequently places an order on your website, their details are moved to an actual customer account so that, at any point in time, the pseudo account only holds details of those who have subscribed but not yet purchased.

For those with template-based websites, subscribe and unsubscribe pages already exist. Bespoke axis vMerchant websites will need the appropriate pages creating.

For more information:

https://www.axisfirst.co.uk/software/axisdiplomat/modules/ebusiness/eBusiness-Mailing-List/15205

Maintain eBusiness Vouchers

Available to all axis diplomat 2016 customers with the eBusiness Promotional Vouchers module

Release Date: 09/08/2017

For users of the optional eBusiness Vouchers module, the list of vouchers shown in the maintenance function now shows both the associated stock item and its VAT status:

It is recommended that all stock items associated with eBusiness Vouchers are marked as VAT Inclusive as this will avoid rounding issues with percentage discount vouchers. If discounts were calculated on the net value of the items in the shopping basket and then VAT added afterwards, the shopper could be confused by a gross discount that is not the exact amount that they would expect.

For more information:

https://www.axisfirst.co.uk/documentation/eBusiness-Vouchers/articles/14424

Hire Management

Closing Forward-Dated Hires

Available to axis diplomat 2016 Software Assurance customers with Hire Management

Release Date: 28/02/2018

The Hire Schedule Monitor has been enhanced to allow forward-dated bookings to be closed. This allows you to retain the details of the booking for future reference whilst removing the allocations of the hire items.

Service Contract Management

Additional Selections in Create Invoices for Contracts

Available to all axis diplomat 2016 customers with Service Contract Management

Release Date: 27/02/2018

The function "Create Invoices for Contracts" has been extended to allow selection of a specific contract, or range of contracts. It also allows selection of a specific customer or range of customers.

This is particularly useful when a new contract is added after the normal invoice run and an immediate invoice is required.

Filter Service Contract monitors by Stock Item

Available to all axis diplomat 2016 customers with the Service Contract Management module

Release Date: 19/10/2017

It is now possible to filter a Service Contract monitor tab to show just those contracts that contain certain items.

The example above shows a Service Contract monitor tab being created and filtered to only show those contracts that contain items within specific product groups. As can be seen above, it would be equally straightforward to filter by a range of other criteria, including Sales Groups, Contract Sales Groups or specific Stock Attributes.

Default Service Contract Payment Method

Available to axis diplomat 2016 Software Assurance customers with the Direct Debits module

Release Date: 01/06/2017

When entering a Service Contract, a Request for Service or converting a Request to a Contract, the system will now check the customer's account to see if a Direct Debit Mandate has been received. If it has, the Payment Method now defaults to Direct Debit, rather than the account's Default Payment Method.

This helps to avoid errors when the customer's default is "On Account" but Direct Debits are usually used for contracts.

Workshop Job Management

Document Designer-based Workshop Job Documents

Available to all axis diplomat 2016 customers with the Workshop Job Management Module module

Release Date: 01/10/2016

Support has now been added for three different Workshop Job documents that can be created using Document Designer:

Since you are able to design each document to meet your own requirements, each document can be used for any particular purpose that you need.

The intention, however, is that a Workshop Job Sheet would be a document sent to a customer confirming the details of the job (akin to an Order Acknowledgement for Sales Orders), a Workshop Job Service Worksheet would be used internally by your workshop (similar to a Sales Order's Advice/Packing Note) whilst the Delivery Note for Workshop Job would be used when returning repaired items to the customer.

Configuration is via the function "Maintain SOP Parameters". Workshop Job Sheets and Workshop Job Service Sheets are configured via the "Documentation 3" tab whilst Delivery Notes for Workshop Jobs are configured along with other variations of delivery note on the "Documentation 2" tab.

For users of the Workshop Job Management module in conjunction with the Customer Assets module, it is also possible to include columns on a document to indicate the serial number of each item on the job that is linked to an asset as well as an indicator as to whether the asset is under warranty.

axis payroll 2016

Known As field added to Employee Records

Available to all axis payroll 2016 customers

Release Date: 23/10/2017

Employee Records within axis payroll have been extended to include a "Known As" field. This is useful for those employees who are generally known by a middle name, abbreviation or nickname.

Apprenticeship Levy

Available to all axis payroll 2016 customers

Release Date: 01/03/2017

From 6th April 2017, the Government is introducing an Apprenticeship Levy to help to fund and grow the apprenticeship programme.

The levy applies to all employers operating in the UK and is charged at 0.5% of an employer's annual pay bill. However, an annual levy allowance of £15,000 is available to each employer to offset their liability. As a result, only employers with an annual pay bill of over £3 million will be required to report and pay the apprenticeship levy.

axis payroll has been updated to support reporting requirements for the levy.

Recording Employee Car Details

Available to all axis payroll 2016 customers

Release Date: 01/03/2017

If you are registered for payrolling Benefits in Kind (BiKs), from 6th April 2017 you will have the option to report car information for the tax year 2017/2018. For tax year 2018/2019 this will become a requirement for those employers payrolling BiKs.

axis payroll has been extended to allow recording of employee car details on the employee record and optionally submit this information in FPS submissions.

Payrolling Benefits in Kind

Available to all axis payroll 2016 customers

Release Date: 01/03/2017

In April 2016, the government introduced a voluntary framework to allow you to payroll most Benefits in Kind (BiKs).

One of the biggest benefits of payrolling in line with the framework is that you no longer need to submit P11Ds for payrolled BiKs.

axis payroll supports a “Benefit in Kind” pay component which will be included in taxable pay but excluded from amount paid.

For more information:

https://www.gov.uk/guidance/paying-your-employees-expenses-and-benefits-through-your-payroll

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