Recent Software Developments

Listed below are a number of the key enhancements that have been added since the initial release of axis diplomat 2016 and axis payroll 2016.

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Enhancements cover:

Kernel (Core) Software

Add Custom Monitors to Favourites

Only 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.

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

Only 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

Only 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

Only 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

Only 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

Domestic Reverse Charge VAT on Purchases

Only 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

Only 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.

Sales Ledger, CRM & Sales Order Processing

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

Only 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").

Monthly Cost of Sales Reports

Only 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 preceeding 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.

Print Collection Notes from Customer Returns Monitor

Only available to axis diplomat 2016 Software Assurance customers

Release Date: 15/01/2018

We recently introduced the ability for axis diplomat customers with Software Assurance to print Collection Notes for Customer Returns. It is now possible to print these Collection Notes from within a Customer Returns monitor:

Exclude Items from Repricing

Only 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.

Enforce Delivery Contact's Email or Mobile Number

Only 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:

More Configuration Options over Sending Call Shortcuts

Only 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

Only 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.

Configure "Return Goods into Stock" Behaviour

Only 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

Only available to axis diplomat 2016 Software Assurance customers

Release Date: 05/09/2017

axis diplomat 2016 has always allowed Sales Order monitor tabs to be filtered 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

Only 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

Only 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

Only 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

Only 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

Only 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

This Invoice Value in Purchase Order Invoice Booking

Only 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

Only 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 operators are allowed to approve invoices:

Supplier Category in Supplier Price List Search

Only 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:

Purchase Invoice Discounts

Only 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

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:

Re-Order Quantity in Stock Control Monitor

Only available to axis diplomat 2016 Software Assurance customers

Release Date: 23/03/2018

For those without the Multi-Location Stock module, the Stock Control Monitor now includes a column showing the Re-Order Quantity.

Build Works Order

Only available to axis diplomat 2016 Software Assurance customers

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.

Commodity Codes added to Stock Function

Only 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

Only 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.

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

Only 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. Ths 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.

Works Order Status Codes

Only available to axis diplomat 2016 Software Assurance customers

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

Only 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

Only available to axis diplomat 2016 Software Assurance customers

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 disk 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

Only available to axis diplomat 2016 Software Assurance customers

Release Date: 06/06/2017

For users of the Multi-Location Stock module, 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 operators (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

Only 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

Only available to axis diplomat 2016 Software Assurance customers

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

Only 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

Additional Information in Stock Take Monitor

Available to all axis diplomat 2016 customers with Warehouse Management

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

Only 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.

Suppress Partial Kit Release

Only available to axis diplomat 2016 Software Assurance customers with Warehouse Management

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.

The ability to configure kits is an integral part of the Bill of Materials module.

Office Products

Processing Back Orders through Online Order Processing

Only available to axis diplomat 2016 Software Assurance customers with Office Products

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

Only available to axis diplomat 2016 Software Assurance customers with Office Products

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

Only 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

Only 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

Handling eBusiness Orders with Address Validation Issues

Only available to axis diplomat 2016 Software Assurance customers with eBusiness

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

Only available to axis diplomat 2016 Software Assurance customers with eBusiness

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 eBusiness

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

Only 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

Filter Service Contract monitors by Stock Item

Available to all axis diplomat 2016 customers with Service Contract Management

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.

Workshop Job Management

Document Designer-based Workshop Job Documents

Available to all axis diplomat 2016 customers with Workshop Job Management

Release Date: 30/09/2016

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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