Recent Software Developments

Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.

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Showing 17 enhancements covering:

Nominal Ledger & General Accounts

Filter Monitors by EC Supply

Available to all axis diplomat 2016 customers

Release Date: 25/11/2019

Nominal Transaction Monitor Tabs and the new VAT Transaction Monitor (introduced for Making Tax Digital for VAT) have both been extended to allow two additional filters - EC Supply and EC Supply of Goods.

This makes it easy to create a dedicated monitor tab showing, for example, only EC Supplies, to simplify the checking or review process.

Sales Ledger, CRM & Sales Order Processing

Enhancements to Amend Payment Due Date

Available to axis diplomat 2018 Software Assurance customers

Release Date: 27/11/2019

Two enhancements have been released to the function Amend Payment Due Date. The initial dialog now includes a tick box to allow you to select Outstanding transactions only:

Secondly, two additional columns have been added to the list of transactions, showing the Allocated and Outstanding values for each transaction:

Minimum Statement Amount

Available to axis diplomat 2018 Software Assurance customers

Release Date: 22/11/2019

The Print Sales Ledger Statements function has been extended to allow you to specify a Minimum Statement Value. Statements below this amount are ignored.

This avoids sending statements to customers whose balance is only a few pence (perhaps because they have paid the incorrect amount previously).

Automatically Adjust VAT on Delivery

Available to axis diplomat 2018 Software Assurance customers

Release Date: 08/11/2019

axis diplomat is now able to automatically adjust the VAT rate on delivery charges, changing the VAT rate to 0% when all of the items on the order are zero-rated.

The functionality is enabled via a Sales Ledger Parameter:

Once enabled, an additional tick box appears on stock records to indicate that they are a Delivery Charge item and that their VAT rate should be adjusted, depending on the other items on the shipment.

For more information:

https://www.gov.uk/government/publications/vat-notice-70024-postage-and-delivery-charges/vat-notice-70024-postage-delivery-charges-and-direct-marketing

Product Group details in Sales Order Maintenance

Available to axis diplomat 2018 Software Assurance customers

Release Date: 01/11/2019

The Sales Order, Quotation and Service Contract Maintenance and Enquiry functions have been extended to include columns showing the Product Group Code and Product Group Description.

This is particularly useful when working with large documents since it allows the lines to be sorted or filtered to find a particular range of products on the document.

Purchase Ledger & Purchase Order Processing

Purchase Requirements and Back-to-Back Orders

Available to axis diplomat 2018 Software Assurance customers with the Back to Back Ordering module

Release Date: 02/12/2019

The function Create Requirements from Stock File has been extended to allow back-to-back orders to be ignored when calculating On Order quantities.

When this option is selected, back-to-back purchase orders, sales orders and any associated receipts are excluded. This helps to avoid situations where , for example, stock destined for a specific order is included in the calculated On Order quantity because the purchase order falls within the selected date range but the sales order does not.

50,000 Supplier Accounts

Available to axis diplomat 2018 Software Assurance customers

Release Date: 11/11/2019

The maximum number of supplier accounts has now been increased to 50,000.

To increase the number of Supplier Accounts available on your system, simply use the "Amend Data File Sizes" Kernel Function.

For systems with Multiple Purchase Ledgers, you are now able to manage up to 50,000 Supplier Accounts per ledger.

Stock Ledger, Bill of Materials & MRP

Stock Control Monitor

Available to axis diplomat 2018 Software Assurance customers

Release Date: 04/12/2019

Two additional columns have been added to the Stock Control Monitor. These columns indicate whether the items are Discontinued and Available for Purchasing.

Filter Aged Stock Valuation Report for Discontinued Items

Available to all axis diplomat 2016 customers

Release Date: 03/12/2019

The Aged Stock Valuation Report can now be filtered to only show Discontinued Items or, conversely, to exclude them:

Export Archived Stock Transaction Details

Available to axis diplomat 2018 Software Assurance customers

Release Date: 29/11/2019

The function Export Stock Transaction Details has been extended to allow inclusion of archived stock transactions:

Change Works Order Planned Status from Works Order Monitor

Available to axis diplomat 2018 Software Assurance customers with the Compact MRP module

Release Date: 18/11/2019

It is now possible to change a Works Order from Unplanned to Planned, or from Planned to Unplanned, by a simple right-click option in Works Order Monitor.

Import Price Matrix now Multi-User

Available to all axis diplomat 2016 customers

Release Date: 12/11/2019

The Import Price Matrix function has been updated so that it is now able to run whilst other users are also using the system - previously, it required exclusive access to the system.

Exclude Prospect and/or Closed Accounts from Customer Price List Report

Available to axis diplomat 2018 Software Assurance customers

Release Date: 04/11/2019

Additional options have been added to the Selection Criteria for the Customer Price List Report to optionally include price list entries for Closed and/or Prospect accounts. By default, these are not included.

This can make the report easier to read by excluding unnecessary information.

Warehouse Management

Stock Record Block Amendment and Shipping Containers

Available to all axis diplomat 2016 customers with the Shipping Containers module

Release Date: 20/11/2019

For those using the Shipping Containers module, Stock Record Block Amendment now allows you to configure the "Is a package" setting for a selection of stock records. Using Stock Record Block Amendment to update wide selections of stock items in one go is often an easier and more user-friendly option than importing data from a spreadsheet.

The "Is a package" parameter is used to indicate that a particular item is always, or sometimes, sent in its own right without being added to a shipping container.

With preparations for Brexit, the recording of Shipping Containers for deliveries will become more prevalent as an increasing number of Delivery Service Providers start expecting this information to be passed to them.

Default Bin by Stock Location

Available to axis diplomat 2018 Software Assurance customers with the Multi Location Multi Bin Stock module

Release Date: 06/11/2019

It is now possible to define a Default Bin against each stock location, to be used when creating new stock records.

This is particularly useful when those creating new stock items do so before the appropriate space has been allocated in the warehouse or are not responsible for warehouse management. For example, a temporary bin location can be created to which all new items default - allowing the Warehouse Manager to review and allocate bins as and when appropriate.

eBusiness

Payment Reconciliation added for trademe.nz Payments

Available to all axis diplomat 2018 customers with the Cloudhub 247 Interface module

Release Date: 15/11/2019

The support for the trademe.nz marketplace, announced earlier this year for users of the CloudHub 247 Interface module, has been extended to support automated reconciliation from their payment files.

Hire Management

Improved Calculation of Available Stock when entering Advice Note

Available to all axis diplomat 2016 customers with Hire Management

Release Date: 07/11/2019

The Available Stock shown when entering an item onto an Advice Note is now the lowest availability for any day covered by the new hire.

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