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New Features in axis diplomat 2020

Listed below are a number of the key enhancements that have been added in axis diplomat 2020, including those released under Software Assurance to subscribers with axis diplomat 2018

Showing 117 enhancements covering:

Kernel (Core) Software

New axis diplomat Scheduler

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

The Scheduler is the main axis diplomat program from which users load the specific functions that they wish to run.

The axis diplomat 2020 scheduler is a completely new program, re-written from the ground up, to provide a new, contemporary, user interface, with a number of key improvements over the previous scheduler including:

A video demonstrating the new scheduler is available at:

www.axisfirst.co.uk/software/axisdiplomat/video/

Data Retention Policy for PDF files

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

axis diplomat is now able to automatically remove archived PDF copies of documents that have been generated through Document Designer once they are older than a specified retention period. Previously, these documents were retained indefinitely.

A new Supervisor Function, Maintain Data Retention Settings, allows you to specify the minimum number of days to retain these archived documents. You may specify a different retention period for each document type.

Documents that fall outside of the specified retention period will be removed as part of background scheduled clean up operations or they may be removed immediately by clicking the "Delete Documents" button within the function.

This new function allows you to reduce your axis diplomat's storage requirements and create smaller backups whilst still ensuring that documents are available to users for the time in which they are likely to be useful.

Please note that, unless you specify otherwise using the Maintain Data Retention Settings function, all archived PDF documents will be retained indefinitely.

Improved Usability of Monitors

Available to Software Assurance customers with axis diplomat 2018

Release Date: 27/12/2019

A significant improvement to the usability of monitors has been released. The periodic refresh of the list of items is now done in the background, meaning that it is still possible to interact with the items shown during the process. The only indication that the monitor is refreshing is a change to the status shown below the tab title and, in general, the user will be unaware that this is happening.

The ability to continue using the monitor whilst it is refreshing will be particularly useful when using monitors that are listing a large amount of data or for those using monitors across a network, where reloading the data can take noticeably longer than when running in a 'thin client' environment.

When not refreshing, the status line indicates the time that the last refresh occurred, giving an indication of how fresh the data shown is.

SQL Export Performance

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

The time taken to make the system fully available, following a software update or data restoration, is significantly reduced.

This has been achieved by improving the performance of SQL bulk export which now employs multi-threading techniques to export multiple tables simultaneously. In real-world tests, this has been seen to reduce the time taken by up to 50% when selecting Export All within the ODBC Interface.

Audit Trails for Amending Company Parameters

Available to Software Assurance customers with axis diplomat 2018

Release Date: 27/03/2020

Audit Trail events are now created every time someone makes a change to axis diplomat's configuration via any of the "Amend Company Parameters" functions on the Supervisor Functions menu.

Each of the Maintain Parameters functions now includes an additional tab to show the Audit Trail and events can also be found using the Audit Trail Search function.

Company-Specific Email Configuration

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

The SMTP Mail Parameters, used by axis diplomat to send emails directly from the system, are now dataset-specific; previously, all companies running on the same server shared the same parameters and credentials.

This now supports, for example, two companies using completely separate email servers (or different accounts with the same provider).

ODBC Interface now supports SFTP

Available to Software Assurance customers with axis diplomat 2018

Release Date: 06/05/2020

The ability to have User SQL Scripts that create custom tables that are automatically uploaded as CSV files to an FTP server has been extended to support SFTP.

SFTP is a secure file transfer protocol that uses SSH encryption to ensure that data is protected in transit. In this respect, this is similar to using https instead of http to access a website.

An additional tick box in the User SQL Script's Properties dialog specifies that the connection should use SFTP instead of FTP.

Please note that the server that you are uploading to must also support SFTP connections.

Nominal Ledger & General Accounts

Nominal Account Reconciliation

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

A new Nominal Account Reconciliation function has been added.

This function allows balance sheet nominal accounts to be reconciled to a given point in time in a similar manner to the Bank Account Reconciliation function, allowing individual items to be manually selected and flagged as reconciled and the reconciliation to be suspended to allow entry of any required correction journals. Nominal Account Reconciliation can be run for any balance sheet account which has been flagged as 'Supports reconciliation' in Nominal Account Maintenance.

The function also supports Importing Microsoft Excel (.xlsx) and Comma Separated Values (.csv) format reconciliation files.

Period End Audit Trail

Available to Software Assurance customers with axis diplomat 2018

Release Date: 20/04/2020

A new Audit Trail tab has been added to the Period End Status Enquiry function.

This shows the date, time and User ID for each period end, for each ledger, that has been run on the system.

Add Notes to Nominal Accounts, Departments & Cost Centres

Available to Software Assurance customers with axis diplomat 2018

Release Date: 28/12/2018

It is now possible to add Notes to Nominal Accounts, Departments and Cost Centres. This is ideal for recording useful information on what particular codes are to be used for.

Nominal Goods Received Not Invoiced (GRNI) Monitor

Available to Software Assurance customers with axis diplomat 2018 and the Integrated Stock Ledger module

Release Date: 01/05/2020

A new monitor tab has been made available for those using the Integrated Stock Ledger called "Nominal GRNI".

This tab is designed to assist with the calculations for a Nominal Ledger accrual for Goods Received Not Invoiced. It reports the value of differences between the quantities of a stock item received from a supplier and the quantity invoiced as at a period end.

The difference between the Purchase GRNI monitor and the Nominal GNRI monitor is that the Purchase GRNI analyses the balance of the quantities only, whereas the Nominal GRNI analyses the transaction values.

A variety of filter options exist, allowing the creation of a custom monitor with a number of separate tabs, such as one showing under-invoiced receipts and one showing those that been over-invoiced.

Goods on Account with Integrated Stock Ledger

Available to all customers with axis diplomat 2020 or above and the Goods on Account module

Release Date: 01/10/2020

With the release of axis diplomat 2020, enhancements have been made to Goods on Account when used in conjunction with the Integrated Stock Ledger module.

An asset account in the Nominal Ledger can now be used to hold the cost value of goods released to Goods on Account but not yet invoiced.

As goods are released to Goods on Account, the stock cost is journalled from the stock ledger's control account into this account. When a Goods on Account booking is released to invoice, the stock item costs are transferred from this account to the relevant Cost of Sales account. This ensures that the cost of goods is recorded in the Profit and Loss trading accounts in the same period as the sale.

The function Amend Goods on Account Booking has also been extended to allow reduction in booking quantities together with amendment of price and discount for stocked items on systems running with Integrated Stock Ledger.

Sales Ledger, CRM & Sales Order Processing

Quotation Validity Period

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

This enhancement formalises the validity period on quotations, defining a specific date at which a quotation expires, replacing the simple free text field previously available.

It provides a number of benefits, including:

A system parameter defines a default number of days validity for your quotations whilst individual product groups may be defined as having a different validity period. This is particularly useful where, for example, some of your products have more volatile pricing and you cannot guarantee to hold a quoted price for as long as you would normally.

When entering a new document, the user, subject to the appropriate security controls, may elect to specify a shorter validity period but the document's validity period will always be the shortest of the user selected period, the overall system default and the validity period associated with each item's product group.

Repricing a quotation will reset the quotation date and its validity period. Editing a quotation beyond its validity period is allowed but the revised document may not be filed until it has been repriced. Quotations that are beyond their validity period may not be printed or converted to sales orders.

Quotations now also automatically maintain revision numbers. Each time a quotation is printed, the revision number is automatically incremented.

Quotation and Quotation Item monitor tabs, along with the Quotations tab in Customer Enquiry, have been extended to show additional columns for

Document Designers has also been extended to allow these fields to be added to document templates. By including the revision number and/or date, you can ensure that customers are referring to the correct version of the quote.

Reschedule Sales Order Line

Available to Software Assurance customers with axis diplomat 2018

Release Date: 08/09/2020

It is now possible to change the due date on an individual sales order line via a right-click option within any of the following functions:

Exclude Sales Order and Quotation Lines from Repricing

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

When adding or amending sales orders and quotations, it is now possible to mark individual lines to be excluded from future repricing.

The ability to mark specific stock items as excluded globally from repricing was introduced in axis diplomat 2018 (and pre-released to axis diplomat 2016 customers with Software Assurance). This latest modification extends this capability to allow items to be excluded only on specific documents.

Sales Order Amendment History

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

With this new facility, an axis diplomat report file (.axr) is automatically created and attached to each sales order, when it is created and every time it is amended.

This allows the full history of changes to the document to be viewed at every amendment, including items and quantities, billing addresses and order notes.

The creation of these tracking reports is controlled by an SOP Parameter:

Order Item Import by GTIN-13 (EAN-13) Reference

Available to Software Assurance customers with axis diplomat 2018

Release Date: 07/05/2019

The Order Item Import feature when entering a sales order allows you to import a file (comma, tab or pipe separated) containing items and quantities. This is often used when customers supply a spreadsheet of the items that they wish to order.

This has now been extended to allow files to be imported that specify the items to be ordered by quoting their GTIN-13 (EAN-13) reference rather than your own stock reference or alternative stock reference.

Faster Invoice Document Generation

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

Production of invoice PDF files for printing or emailing is now handled by a background process. By eliminating the need to reload the function and process document templates each time an Invoice is generated, the overhead of document production is much reduced.

Date and Time Specific Customer Price Lists

Available to all customers with axis diplomat 2020 or above and the Date Specific Prices and Discounts module

Release Date: 01/10/2020

Customer Price List entries can now be date and time specific.

This allows you to pre-load future pricing agreements and, optionally, specify an end date,

This ensures that special fixed period agreements with particular customers do not get overlooked, meaning that customers continue receiving special agreed pricing for longer than they should and that future price changes come into effect automatically on the specified date.

An added benefit is that, since the maintenance function shows all previous data and time specific pricing rules for this product, for this customer, it is easy to see, at a glance, what pricing agreements you may have had with this customer in the past.

Customer Price List Monitors

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

A new monitor tab type has been added, Customer Stock Price Details, which lists Customer Price List entries.

In addition to allowing all of the same filters normally available for customers and stock items (such as customer group, order source code or product group), the monitor can also be filtered by price type (for example, to just show fixed prices or those configured as margin on current cost).

It can also be filtered by the date last amended. This makes it a particularly useful tool for ensuring that any special agreed prices are kept up to date, helping to maintain margins.

Default Special Instructions by Delivery Address

Available to Software Assurance customers with axis diplomat 2018

Release Date: 18/03/2019

It is now possible to define separate Default Special Instructions for each additional Delivery Address held against a Customer Account.

These Special Instructions are then used when entering a Sales Order for that Delivery Address but they may then be subsequently amended for that specific Sales Order.

Urgent Quotation Notes

Available to Software Assurance customers with axis diplomat 2018

Release Date: 01/08/2019

It is now possible to flag Document Notes on Quotations as Urgent.

As with other items that support Urgent Notes, opening a quotation that has Document Notes marked as Urgent will automatically display the notes to the operator.

Allow Deletion of Customer Contacts

Available to Software Assurance customers with axis diplomat 2018

Release Date: 02/01/2020

It is now possible to permanently delete unused Customer Account Contacts rather than mark them as left.

This is ideal for situations where contacts have been added in error - for example, after adding a contact for "Jim Brown" before realising that this is the same person as the existing "James Brown" contact.

You will be able to delete contacts only if the contact:

The ability to delete contacts is controlled by Security Permissions and so can be removed on a user, group or system-wide basis:

Automatically Adjust VAT on Delivery

Available to Software Assurance customers with axis diplomat 2018

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

Monthly Schedule in Sales Order and Quotation Monitors

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

14 new columns have been made available in a number of monitor tabs including:

These columns show the value due in each of the next twelve months, with additional columns for overdue and beyond twelve months.

These columns allow the monitors to be used to provide a quick and easy forecast of expected revenue over coming months. This is also helped by each column being totalled at the bottom of the monitor tabs.

On systems with the Foreign Currency module, two sets of columns are available; one set of figures are provided in the documents own currency and one set in the base currency.

New Companies House Lookup

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

The facility to lookup a company's information based on its registration number has been changed to use the latest government portal, https://www.gov.uk/get-information-about-a-company

This can be accessed by clicking the button next to the registration number on the Account Details tabs in Customer Enquiry and Supplier Enquiry:

Search added for Delivery Addresses in Sales Order Maintenance

Available to Software Assurance customers with axis diplomat 2018

Release Date: 23/12/2019

A search facility has been added to the Enter/Amend Sales Order functions, as well as those for Quotation and Service Contract maintenance, when the "Deliver to" option is set to "Account Address".

When clicking the Search icon, a full search dialog is offered, making it much easier to find the appropriate account.

This also provides the ability to create a new account for the delivery from within the document maintenance function.

Enhancements to Amend Payment Due Date

Available to Software Assurance customers with axis diplomat 2018

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 Software Assurance customers with axis diplomat 2018

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 value are ignored.

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

Suppress Statements for Specific Customers

Available to Software Assurance customers with axis diplomat 2018

Release Date: 23/01/2019

If you have specific customer accounts that do not require statements to be generated, you are now able to set the "Deliver statements by" option to "None".

This setting can be imported from a CSV file using the "Import Customer Records" function and so, if you have a range of accounts for whom you wish to suppress statements, you are able to prepare the list as a spreadsheet.

For users of the axis portal, these customers are still able to access statements online.

Override Document Delivery Method for Debtors Letters

Available to Software Assurance customers with axis diplomat 2018

Release Date: 25/03/2020

When using the Print Debtors Letters function to send Debtors Letters (from either Document Designer or Microsoft Word templates), you can now override the customer's default document delivery method and force the letters to be printed.

This is ideal if, for example, you want to email your 30 and 60 day letters but send 90 day letters by post. In this case, you could first run the function, selecting up to 1 period overdue and up to 2 periods overdue and choosing a document delivery method of Customer default. You then run the function a second time, selecting only accounts with debts over 2 periods overdue and choosing a document delivery method of Post (print):

PDF Tab added to Sales Invoice Enquiry

Available to Software Assurance customers with axis diplomat 2018

Release Date: 28/07/2020

For convenience, an additional tab has been added to the Sales Invoice Enquiry function, showing a preview of the PDF version of the invoice, as it was originally generated.

Buttons allow the original PDF to be opened, printed or re-generated. Particularly useful, is the Copy button, which will copy the PDF to the clipboard, allowing you to paste the document elsewhere (on your Desktop or directly into an email, for example).

This was possible previously but would have included a number of additional steps, including opening the PDF from the Audit trail and using Save As in the Adobe's PDF Viewer).

Sales Group Details added to Sales Invoice Enquiry

Available to Software Assurance customers with axis diplomat 2018

Release Date: 04/01/2019

The Document Lines tab of Sales Invoice Enquiry has been extended to include details of the Sales Group for each item. Separate columns are included for the Sales Group Code and Description, allowing convenient sorting and filtering of the invoice lines.

Contact Details added to Customer Price List Report

Available to Software Assurance customers with axis diplomat 2018

Release Date: 14/01/2019

The Customer Price List Report has been extended to optionally report each customer's contact details (company name and address, main contact's name and telephone numbers) at the head of the report.

The information can be included by ticking the "Report contact information" box on the Presentation Options tab:

Product Group details in Sales Order Maintenance

Available to Software Assurance customers with axis diplomat 2018

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.

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

Available to Software Assurance customers with axis diplomat 2018

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.

Additional information in Recent Sales dialog

Available to Software Assurance customers with axis diplomat 2018

Release Date: 21/01/2020

A number of additional columns have been added to the Recent Sales dialog in Sales Order Maintenance, providing a wealth of information that is particularly useful in a telesales environment:

To keep the information shown as concise as possible, these additional columns are not enabled by default - to enable them, simply right-click on the header and enable just the additional columns that are relevant to the way that you work:

The Recent Sales option is ideal for users who take frequent repeat orders from customers as it allows the operator to prompt the customer for items they may have forgotten to order. It is accessed from the "Insert Item" dialog:

Additional Columns added to Customer Monitor tabs

Available to Software Assurance customers with axis diplomat 2018

Release Date: 10/02/2020

Customer monitor tabs now include additional columns for the default contact's details:

Delivery Charge Information in Sales Order Monitor

Available to Software Assurance customers with axis diplomat 2018

Release Date: 04/08/2020

Sales Order monitor tabs now feature four additional columns to add clarity to the delivery charge element of sales orders.

These columns show

This relies on the delivery charge being identified as one of the following:

The ability to flag individual product items as being a delivery charge was introduced as part of the development to allow VAT on delivery charges to be adjusted - https://www.axisfirst.co.uk/software/recent/automatically-adjust-vat-on-delivery/235

Additional Columns added to Customer Transaction History Monitor tabs

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

Customer Transaction History monitor tabs now have additional columns to show the Settled Date and Settled (Days).

Settled Date is the date that the transaction was fully allocated (for example, by making the final payment or allocating a credit note) and Settled (Days) is the number of days between the document date and the settled date.

Sales Group Selection added to Invoice Items by Invoice Report

Available to Software Assurance customers with axis diplomat 2018

Release Date: 09/01/2019

The Invoice Items by Invoice report has been extended to allow selection by a range of Sales Groups.

Additional Options for Goods on Account Monitor

Available to Software Assurance customers with axis diplomat 2018 and the Goods on Account module

Release Date: 19/11/2018

Monitor tabs for Goods on Account Bookings now have additional right-click options to Amend Booking Details and to Print Goods on Account Delivery Notes.

Trading Identity by Product Group

Available to all customers with axis diplomat 2020 or above and the Multi-brand Trading Identities module

Release Date: 01/10/2020

The Multi-Brand Trading Identities module has been extended to allow selection of the correct Trading Identity based on the product group of the items on the sales order when importing eBusiness orders.

The Import eBusiness Orders function will use the product group for the first item on the order to determine the correct trading identity and set the order source code appropriately.

Quantity Break Pricing on Customer Price Lists

Available to purchase for all customers with axis diplomat 2020 or above and the Date Specific Prices and Discounts module

Release Date: 01/10/2020

On systems using Date Specific Pricing and Discounting, it is now also possible to define quantity break pricing for specific customers, for particular products.

In this example, this one customer has an agreed price of £9.50 if they purchase up to 100 of this particular stock item, £9.25 each when purchasing between 100 and 199, £9.00 for between 200 and 299 and so forth.

As with the general Quantity Break Pricing module, up to five separate breaks can be defined for a given product, for a given customer - different customers and different products may all have differing break points.

Sales Ledger Buying Groups

Available to purchase for all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

This module (standard with the axis diplomat 2020 Office Products module and available as an optional addition for other axis diplomat systems) provides a mechanism to link a number of customers together to share pricing without the combined accounting information that is a feature of using head office and branch accounts.

A member of a buying group may have their own agreed pricing for certain products but, by default, they will inherit all of the pricing associated with the buying group.

Purchase Ledger & Purchase Order Processing

50,000 Supplier Accounts

Available to Software Assurance customers with axis diplomat 2018

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.

Prospective Supplier Accounts

Available to Software Assurance customers with axis diplomat 2018

Release Date: 01/02/2019

It is now possible to create Prospective Supplier Accounts.

The system will prevent you from entering Purchase Orders for Prospective Suppliers and Purchase Requirements will ignore Prospective Suppliers when identifying the best suppliers to fulfil demand.

Monitor tabs that allow filtering by Supplier can now also be filtered to only show prospective Suppliers or, conversely, to only show live Suppliers.

Closed Supplier Accounts

Available to Software Assurance customers with axis diplomat 2018

Release Date: 06/02/2019

It is now possible to mark supplier accounts as "Closed".

As with Prospective accounts, the system will prevent you from entering Purchase Orders for Closed Supplier Accounts and Purchase Requirements will ignore them when identifying the best suppliers to fulfil demand.

Monitor tabs supporting filtering by Supplier will also allow lists to be limited to just Closed Supplier Accounts or to exclude them and Monitors will show Closed accounts in grey.

Send Shortcuts to Supplier Invoices and Credit Notes

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

Adding to the existing capabilities for emailing other axis diplomat users with links to a customer, supplier, purchase order, etc., you now have the ability to email shortcuts to supplier invoices and credit notes.

Clicking the Send Shortcut button within Purchase Invoice Enquiry or Purchase Credit Note Enquiry will create an email including a shortcut.

Anyone receiving that email, provided that they are a valid user of your axis diplomat system with appropriate permissions, can double-click on the attachment and be taken directly to the specific document.

Supplier Price List Monitors

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

A new monitor tab type has been added, Supplier Stock Price Details, which lists Supplier Price List entries.

In addition to allowing all of the same filters normally available for suppliers and stock items (such as supplier group, product group or default department), the monitor can also be filtered by price category (for example, to show just your Category A suppliers for each product).

It can also be filtered by the date last amended. This makes it a particularly useful tool for ensuring that information on your agreed pricing is kept up to date, helping contribute towards better purchasing decisions.

Update Purchase Ledger Archive Analysis Codes

Available to Software Assurance customers with axis diplomat 2018

Release Date: 13/02/2019

A new Supervisor Function has been added to the system to update analysis codes on purchase archive transactions. For selected suppliers, this function will update all historical transactions with the current default codes from the supplier accounts. This allows Purchase Business Intelligence and other reports to use current codes for historical analysis.

The codes that may be updated are:

Verify Supplier's VAT Number in Purchase Order Invoice/Credit Note Booking

Available to Software Assurance customers with axis diplomat 2018

Release Date: 25/03/2019

The recent modification to allow a supplier's Account Classification to be overridden in Purchase Order Invoice Booking and Purchase Order Credit Note Booking has been extended, for axis diplomat 2018 customers with Software Assurance to include the ability to verify an EC VAT Registration Number using VIES (VAT Information Exchange System).

Security Permissions on Supplier Payment Details

Available to Software Assurance customers with axis diplomat 2018

Release Date: 11/07/2019

You are now able to restrict the ability for operators to change a supplier's payment details whilst allowing them to change other aspects of a supplier account.

Previously, it was necessary to block all amendment of supplier accounts to prevent the bank details being changed.

One scenario this protects against is a malicious attempt to divert supplier payments to a different bank account by a rogue employee.

Supplier Case Quantity

Available to Software Assurance customers with axis diplomat 2018

Release Date: 30/10/2019

It is now possible to record a Supplier's Case Quantity against an individual Supplier Price List entry. You can also indicate whether you should always order in multiples of the case quantity.

When raising a Purchase Order for a Supplier where the price list entry indicates that there is a case quantity, the quantity defaults to the case quantity. If the supplier price list entry has been marked as "Order whole cases" then you may still place an order for other quantities but you will be warned:

This functionality is enabled via a parameter within "Maintain POP Parameters":

Purchase Requirements and Back-to-Back Orders

Available to Software Assurance customers with axis diplomat 2018 and 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.

Update Payment Due Date on all Supplier Transactions

Available to Software Assurance customers with axis diplomat 2018

Release Date: 08/04/2020

The Purchase Ledger function Amend Purchase Invoice/Credit Note Status has been updated to include an additional option, "Update due date".

This allows you to update all outstanding transactions with a new due date, based on the current Credit terms from the Supplier account.

This is ideal for use where new payment terms are agreed with a supplier and these are to be applied retrospectively to outstanding transactions - for example, when a supplier changes payment terms from 30 days to 60 days.

Purchase Order Attachments shown in Supplier Enquiry

Available to Software Assurance customers with axis diplomat 2018

Release Date: 18/12/2019

The Purchase Orders tab in Supplier Enquiry now includes an additional column to indicate whether the purchase order includes attachments.

Additional Columns added to Maintain Purchase Requirements

Available to Software Assurance customers with axis diplomat 2018

Release Date: 08/08/2019

Additional columns have been added to the Maintain Purchase Requirements dialog to show the Supplier's Minimum Order Quantity and the Supplier's Order Quantity Multiple.

For example, the illustration above shows an item for which the chosen supplier has a minimum order quantity of 24 and must be ordered in multiples of 6.

This additional information allows buyers to make better informed decisions when choosing the right supplier.

Exclude Unposted Allocations from Alphabetic Purchase Ledger Report

Available to Software Assurance customers with axis diplomat 2018

Release Date: 06/02/2020

The Alphabetic Purchase Ledger Report now allows you to exclude unposted allocations. This is particularly useful when the Purchase Ledger Period End has not yet been run but payments have already been made in the current period, as it allows the report to be produced as at the end of the previous period.

Purchase Order Due Dates

Available to Software Assurance customers with axis diplomat 2018 and the Purchase Order Acknowledged Receipt Date module

Release Date: 20/12/2019

The Transactions tab within Stock Enquiry has been extended to include a column showing the Original Due Date for Purchase Orders.

If this is overdue then it is shown in red.

Approval Status now shown in Purchase Invoice Enquiry

Available to Software Assurance customers with axis diplomat 2018

Release Date: 13/05/2020

The General Details tab of Purchase Invoice Enquiry now includes an additional field, showing the approval status of the invoice.

Additional Columns added to Supplier Transaction History Monitor tabs

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

Supplier Transaction History monitor tabs now have additional columns to show the Settled Date and Settled (Days).

Settled Date is the date that the transaction was fully allocated (for example, by making the final payment or allocating a credit note) and Settled (Days) is the number of days between the document date and the settled date.

Purchase Order Delivery Methods

Available to Software Assurance customers with axis diplomat 2018

Release Date: 28/06/2019

You are now able to assign a delivery method to purchase orders. The available delivery methods include all of those defined as being applicable to arrivals.

Document designer has been extended to allow the selected delivery method to be shown on the purchase order and, for those using the Order Processing Assistant module, supplier delivery charges can be dependent on the delivery method selected:

Price Feed Calculation Rules by Product Group

Available to all customers with axis diplomat 2020 or above and the Supplier Price Feed Foundation module

Release Date: 01/10/2020

Supplier price feeds normally only recalculate selling and current costs when the number of current supplier price list entries reaches a fixed threshold.

It is now possible to define, for specific product groups, a lower threshold. This is ideal for more specialised items where perhaps there may be only one supplier. This provides the flexibility to ensure such items are repriced without compromising the averaging used for other products.

Purchase Invoice Booking by Delivery Advice

Available to Software Assurance customers with axis diplomat 2018 and the Purchase Delivery Advice module

Release Date: 11/01/2019

For situations where you have entered (or received via EDI) a Purchase Delivery Advice in advance of receiving a delivery from a supplier, it is now possible to book a supplier's invoice against that Delivery Advice rather than against the original purchase order(s).

This can be very convenient and speed up the invoice booking process since a single delivery can include partial shipments and/or items from multiple purchase orders and an invoice may more closely match the Delivery Advice than the original Purchase Orders.

Once a Delivery Advice has been selected, individual items may be excluded or additional items added, for situations where the Invoice does not exactly match the Delivery Advice. You may also select additional Delivery Advices if a single invoice is a consolidation of multiple deliveries.

Document Notes added to Purchase Delivery Advice

Available to Software Assurance customers with axis diplomat 2018 and the Purchase Delivery Advice module

Release Date: 22/05/2020

A Document Notes tab has been added to Purchase Delivery Advice maintenance functions (both when adding a new Purchase Delivery Advice and using Edit mode from Purchase Delivery Advice Enquiry).

This plain text area allows you to record any additional information that may be relevant to the expected delivery, such as arrangements with haulage and freight forwarding companies.

For more information:

https://www.axisfirst.co.uk/software/axisdiplomat/modules/Purchase-Delivery-Advice/16705

Supplier Delivery Charge by Sales Group

Available to Software Assurance customers with axis diplomat 2018 and the Order Processing Assistant module

Release Date: 16/06/2020

Sales Group selection has been added to the list of criteria that can be used when defining a supplier's delivery charge.

This is designed for situations where a supplier has a different delivery charge for certain types of products because, for example, they need special handling. Typical examples might include furniture or large format printers that require a two person delivery team.

Date and Time Specific Price Feeds

Available to all customers with axis diplomat 2020 or above and the Supplier Price Feed Foundation module

Release Date: 01/10/2020

For those using Date and Time Specific Pricing on their stock items, automated Supplier Price Feeds will now update the date and time specific current cost details for the items in a feed.

Stock Ledger, Bill of Materials & MRP

Landed and Supplemental Stock Cost

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

This new module provides greater control and analysis of the supplemental stock costs associated with purchasing stock. It will be particularly valuable to importers, who need to ensure that transport, duty and insurance costs are correctly analysed.

It is available as an additional option for axis diplomat 2020 but with no additional licence or support costs,

For further information, please refer to the Landed and Supplemental Stock Cost module overview at www.axisfirst.co.uk/software/axisdiplomat/modules/

Stock Transaction Reason Codes

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

You are now able to define a number of reason codes to be used when making ad hoc stock adjustments (i.e. those that are not associated with the day-to-day buying, selling or consumption of stock items).

This allows you to gain a greater insight into the reasons for stock adjustments, for example, whether a significant amount of stock is being written off due to damage or age.

A new Stock Ledger Supervisor function, 'Maintain Stock Transaction Reason Codes', allows you to define your own reason codes for making stock adjustments:

When making a stock adjustment, the operator simply chooses the reason from the list:

It is also possible to define a default reason for each type of adjustment:

The Transactions tab within Stock Enquiry and Stock Transaction monitor tabs provide visibility of the reasons specified for each adjustment.

Gross and Net Unit Weight on Stock

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

All axis diplomat 2020 systems now feature two unit weight fields on stock records. Net unit weight is used to record the weight of the actual product or material without any packaging whilst Gross unit weight includes its immediate packaging. For example, if selling jars of jam, the net unit weight would hold the weight of jam only whilst the gross unit weight would include the weight of the jar.

Users of the Intrastat module should note that the field used for Intrastat purposes is the gross unit weight since you are expected to report weights inclusive of immediate packaging.

Re-Arrange Items within Assemblies

Available to Software Assurance customers with axis diplomat 2018 and the Bill of Materials module

Release Date: 06/08/2019

You can now re-order the items within a Bill of Materials' Assembly or Kit.

For many, the sequence of the components or sub-assemblies within a Bill of Materials Assembly or Kit is important because it may, for example, indicate the order in which the items are required or used.

Within Assembly Structure Maintenance, you can now move an item up or down in the list by:

Date and Time Specific Discount Matrix

Available to all customers with axis diplomat 2020 or above and the Enhanced Price / Discount Matrix module

Release Date: 01/10/2020

For users of Date and Time Specific Stock Pricing, the Discount Matrix has been extended to also allow date and time specific discounts to be provided, to override the base discounts from the matrix.

This example shows that customers in the Online Retailer discount group will receive 25% discount on products in the Machinery discount group between 1st November and 31st December.

Additional Serial Numbers

Available to all customers with axis diplomat 2020 or above and the Stock Transaction Traceability module

Release Date: 01/10/2020

For serial number tracked stock items, you are now able to record up to three serial numbers. In addition, the third serial number may be up to 50 characters instead of the standard 30 characters.

This is ideal for situations where the manufacturer issues multiple references for one item (such as a serial number and a licence number) or where a single bought in item includes different parts that each have their own visible serial numbers which may be quoted by a customer in the future (for example smartphones which have a serial number and one or more IMEI numbers).

Outstanding Order Items tab in Stock Enquiry

Available to all customers with axis diplomat 2020 or above

Release Date: 01/10/2020

A new tab has been added to Stock Enquiry, showing outstanding sales order and/or quotation lines for the item.

Works Order Enquiry

Available to all customers with axis diplomat 2020 or above and the Compact MRP module

Release Date: 01/10/2020

axis diplomat 2020 features a completely redesigned Works Order Enquiry.

Included amongst the many improvements in this new function are

Most significantly, the new function also incorporates an Edit button to allow amendment of works orders.

Amending a Works Order makes it easy to add or substitute components by closing existing lines and inserting new ones.

Export Archived Stock Transaction Details

Available to Software Assurance customers with axis diplomat 2018

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 Software Assurance customers with axis diplomat 2018 and 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.

Calculate New Rolled Up Weight

Available to Software Assurance customers with axis diplomat 2018 and the Bill of Materials module

Release Date: 19/02/2020

A new function has been added to the system, Calculate New Rolled Up Weight:

This function will update the Unit Weight on Assembly items by accumulating all of the weights of the components (down to the lowest level), multiplying by the component quantities.

The function can also produce a verbose report at the end of the operation, detailing how each rolled up weight has been derived:

As an additional safeguard, a Stock Ledger Parameter allows you to configure the system to not update the weight on assemblies where any component has a zero weight:

Stock Control Monitor

Available to Software Assurance customers with axis diplomat 2018

Release Date: 04/12/2019

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

Filter Stock Monitor Tabs by Custom Data Schema

Available to Software Assurance customers with axis diplomat 2018

Release Date: 14/02/2020

The filter options available on Stock Item monitor tabs have been extended to allow the list of stock items to be filtered by the Stock Custom Data Schemas assigned to them.

An additional column has also been added to the monitor, showing the Custom Data Schema:

It is also possible to filter the monitor list to show items that have not been assigned to a custom data schema:

The example above shows a Stock Items Monitor tab that has been filtered to show only stock items within the various Product Groups for power tools that have not yet been assigned to a Custom Data Schema. In this way, the monitor can be used to identify those products in need of updating.

Over Issue Components from Handheld Works Order Picking

Available to Software Assurance customers with axis diplomat 2018 and the Warehouse Handheld Works Order Picking module

Release Date: 09/04/2020

The function Handheld Pick Works Order has been modified to allow you to pick additional quantities of components, over and above the quantity originally specified in the works order.

This is ideal for situations where the manufacturing or assembly process can incur wastage or damage to components that then need to be replaced.

Location prompt added to Handheld Works Order Picking

Available to Software Assurance customers with axis diplomat 2018 and the Warehouse Handheld Works Order Picking module

Release Date: 21/05/2019

The Handheld Pick Works Orders function now includes a location prompt. This is ideal for those pickers who frequently pick orders from more than one physical location and want to filter the list of orders shown to just those works orders at their current location.

Auto feed Handheld Works Order Picking

Available to Software Assurance customers with axis diplomat 2018 and the Warehouse Handheld Works Order Picking module

Release Date: 22/11/2019

A new MRP Parameter has been added to enable auto feed to Handheld Pick Works Orders.

This option causes the next pickable works order (excluding those already assigned to a picker) to be automatically offered to the picker.

Sub-Contract Manufacturing

Available to purchase for all customers with axis diplomat 2020 or above and the Compact MRP module

Release Date: 01/10/2020

A new module, available as an add-on to Compact MRP, is available, designed to assist those businesses who issue stock to sub-contractors for the manufacturing process before receiving the assembled items back into stock.

It also manages the creation of purchase orders to the sub-contractors to cover their processing.

For further information, please refer to the Sub-Contract Manufacturing module overview at www.axisfirst.co.uk/software/axisdiplomat/modules/

Warehouse Management

Integration with Weighing Scales

Available to all customers with axis diplomat 2020 or above with Warehouse Management

Release Date: 01/10/2020

The Warehouse Management module's Pack and Despatch process can now incorporate an automated real-time check of the actual weight of packages being despatched against the expected weight (calculated from the sum of the items contained within the package plus the weight of the shipping container/package).

This can help reduce the occurrence of under (or over) picks and, in particular, scenarios where:

This is achieved by interfacing with network-enabled weighing scales and currently supports the Ohaus Navigator range of weighing scales.

The weight checking mechanism is unobtrusive to the user and does not affect the Pack and Despatch process unless a weight out-of-tolerance error is detected.

The benefits of integrated weight checking include reducing the cost of re-processing and additional shipping costs in correcting an under-picked delivery (plus loss of customer good-will) and avoiding the costs of over picking (not only the financial loss of having shipped items that are not being paid for but also operational costs due to stock errors and higher than expected shipping costs).

Net Unit Volume

Available to Software Assurance customers with axis diplomat 2018 and the Despatch & Delivery Management module

Release Date: 26/03/2020

The Net Unit Volume on stock records is now standard on all systems with Despatch & Delivery Management.

Improved performance when printing Delivery Notes

Available to Software Assurance customers with axis diplomat 2018 and the Despatch & Delivery Management module

Release Date: 30/12/2019

Production of Delivery Notes as part of the Consignment process is now handled by a background process. By eliminating the need to reload the function and process the document templates each time a Delivery Note is generated, much of the overhead of document production is eliminated.

In tests, some users have reported that the time taken to generate a Delivery Note during Consignment is reduced to just 5% of the time previously taken. The actual time saving will vary from system to system but should, for all users, provide a significant improvement. Those with more complex templates, involving multiple document variants, will benefit even more.

Faster Picking Note Document Generation

Available to all customers with axis diplomat 2020 or above and the Warehouse Paper-based Sales Order Picking module

Release Date: 01/10/2020

As with sales invoices, production of Picking Notes is now handled by a background process. By eliminating the need to reload the function and process the document templates each time a picking note is generated, much of the overhead of document production is eliminated.

Default Bin by Stock Location

Available to Software Assurance customers with axis diplomat 2018 and 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.

Customs Data

Available to Software Assurance customers with axis diplomat 2018 and the Despatch & Delivery Management module

Release Date: 07/10/2019

As part of preparations for Brexit, systems with both the Despatch and Delivery Management and Purchase Delivery Advice modules (which together also form part of Warehouse Management) now benefit from additional fields on the Purchase Delivery Advice in which to record additional customs data including:

Where the Delivery Method is configured with a ‘Mode of Transport’ set to ‘Sea’ or ‘Air’, the following additional fields will be presented:

Check for Best Delivery Method when Consigning a Delivery

Available to Software Assurance customers with axis diplomat 2018 with Warehouse Management

Release Date: 12/12/2019

When consigning or amending a delivery, the system can now re-check whether the selected method still offers the best delivery option. This helps ensure that the optimal delivery method is being used, particularly when orders are split across multiple deliveries.

This can be suppressed via an SOP parameter.

Amend Delivery Address in Pack and Despatch

Available to all customers with axis diplomat 2020 or above and the Warehouse Paper-based Sales Order Picking module

Release Date: 01/10/2020

The Pack and Despatch function now allows Delivery Address information to be amended prior to consignment.

If using Best Delivery Method selection, this can also advise if a better delivery method then exists for the revised delivery address.

Stock Bins tab in Stock Enquiry

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

Release Date: 29/11/2019

A new tab, Stock Bins, has been added to Stock Enquiry to show a list of the bins holding the item across all of the stock locations.

This additional tab provides a quick and easy way of locating stock that is potentially spread across a number of different bins in each location.

Handheld Stock Enquiry Current Stock Tab

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

Release Date: 06/04/2020

A new tab has been added to Handheld Stock Enquiry showing, for the selected location, all of the bins currently holding stock of the chosen item.

Bin Quantities in Goods Received from Supplier

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

Release Date: 07/08/2020

When receiving stock using the function Goods Received from Supplier, a new information icon adjacent to the bin prompt will show, when clicked, a list of suggested bins to contain the item.

The suggested bins will include any bin that currently has that item in it or, if there no bins currently holding the item, any bin that has held that item in the preceding 60 days.

Bin Pop Up in Handheld Goods Received

Available to all customers with axis diplomat 2020 or above and the Multi Location Multi Bin Stock module

Release Date: 01/10/2020

When receiving stock into a multi-bin stock location, the Handheld Goods Received function has been modified so that, when selecting by stock item, a pop-up dialog will appear to show a list of bins where that item is currently stored and to select the bin to be used to hold the newly received stock from the list if desired.

The list will include any bin that currently has that item in it or, if there no bins currently holding the item, any bin that has held that item in the preceding 60 days.

Allow users to flag deliveries as consigned

Available to Software Assurance customers with axis diplomat 2018 and the Delivery Service Provider Interfaces Foundation module

Release Date: 25/03/2019

A new flag has been added to the user defaults to specify whether the user is able to flag deliveries as consigned, by-passing any communication with the Delivery Service Provider.

UPS and Dangerous Goods

Available to all customers with axis diplomat 2020 or above and the Dangerous Goods module

Release Date: 01/10/2020

The UPS interface now works in conjunction with the Dangerous Goods module in order to pass the additional information required to UPS based on the fields provided on the stock record.

Support for Carriers offering Extended Liability

Available to Software Assurance customers with axis diplomat 2018 and the Despatch & Delivery Management module

Release Date: 09/12/2019

For those using DPD or Royal Mail as Delivery Service Providers, support has now been added for services offering extended liability or consequential loss insurance.

On services defined as allowing extended liability, the consignment process will request extended liability cover and pass the cost value of the delivery to the delivery service provider.

eBusiness

Exclude Trusted Items from Repricing

Available to all customers with axis diplomat 2020 or above with eBusiness

Release Date: 01/10/2020

When orders are imported from an eBusiness site (whether axis vMerchant or other sites, such as those using Generic XML), any item marked as having trusted pricing is now automatically flagged as to be excluded from future repricing.

Trusted pricing is normally used only for situations where the site has calculated pricing that may vary from order to order and so may differ from the price held in axis diplomat, such as delivery charges and discounts.

First Published Date

Available to Software Assurance customers with axis diplomat 2018 and the axis vMerchant module

Release Date: 21/01/2019

The "Maintain e-Business Catalogue" function has been extended to include an additional column on the Stock View tab showing the date an item was first published to the website.

Minimum Stock Feed Levels by Product Group

Available to Software Assurance customers with axis diplomat 2018 with eBusiness

Release Date: 31/12/2018

It is now possible to define, for a given product group, the minimum available stock to report when uploading stock figures to websites. This is supported for both axis vMerchant websites and links to third party eCommerce solutions such as Channel Advisor and CloudHub.

For those using the "Customer Price Feed Delivery" module, customer price feed files will also report the minimum stock level where appropriate.

This is ideal for situations where products can be made on demand, or intangible items, such as software licences, that can be issued as required yet are to appear as normal stocked items to your customers.

Easier Website Management with Stock Monitors

Available to Software Assurance customers with axis diplomat 2018 with eBusiness

Release Date: 11/02/2019

Enhancements to the options available on "Stock Items" Monitor tabs now make it much easier to manage your online products.

The Tab Options dialog now allows you to add in information on one or more eBusiness sites.

For each site, a number of additional columns are then added to the Monitor, including

In addition, it is now also possible to filter the products shown by their eBusiness parameters.

These enhancements would allow you, for example, to produce a dedicated Website Management Monitor with separate tabs including:

The Filter options for these tabs would be, respectively:

eBusiness Site added to Sales Order Monitor

Available to Software Assurance customers with axis diplomat 2018 with eBusiness

Release Date: 17/02/2020

An additional column has been added to the Sales Order Monitor (and when adding additional Sales Order type tabs to 'My Monitors') showing the eBusiness Site from which each order was imported:

It is also possible to filter the orders shown to just those from a specific eBusiness Site:

Axis2Axis EDI using local folders

Available to all customers with axis diplomat 2020 or above and the Axis2Axis XML Ordering module

Release Date: 01/10/2020

The Axis2Axis EDI module allows two axis diplomat systems to exchange orders - sales orders raised in one system become purchase orders in the other.

This module has traditionally used an FTP server to exchange order files. This has now been extended to allow a local folder to be used instead.

This is ideal in situations where both systems reside on the same server, such as when multiple trading companies purchase their stock from a stock holding company, often using back-to-back orders.

Amazon Invoice Upload

Available to Software Assurance customers with axis diplomat 2018 and the Amazon Seller Central Interface module

Release Date: 23/04/2020

axis diplomat can now upload PDFs of invoices to Amazon via the Seller Central API.

Once enabled (by a simple tickbox within the Supervisor Function Maintain Sites), the process is completely automated and requires no user intervention. The invoice generation function will recognise invoices for orders received via the Amazon interface and upload invoices as a matter of course.

Hire Management

Provisional Future Hires

Available to Software Assurance customers with axis diplomat 2018 with Hire Management

Release Date: 23/04/2019

The Hire module has been extended to allow unconfirmed or provisional forward-dated hires to be recorded.

When entering a forward-dated hire, you are now able to specify whether the hire is confirmed or unconfirmed.

The Hire Schedule Monitor has also been enhanced to identify unconfirmed forward dated hires by extending the colour-coding used - confirmed hires are shown in dark blue whilst unconfirmed hires are shown in light blue. Similarly, items that are forecast to be over-allocated at a particular date due to confirmed hires are shown in red whilst over-allocations due to unconfirmed hires are shown in amber.

This development allows more accurate forecasts of the likely availability of hire items as well as providing a means of recording hire quotations.

Audit Trail on Hires

Available to Software Assurance customers with axis diplomat 2018 with Hire Management

Release Date: 28/06/2019

The Hire module now maintains a detailed audit trail of events for each hire. This can be seen on the Audit Trail tab in Hire Enquiry:

Service Contract Management

Contract Request Validity Period

Available to all customers with axis diplomat 2020 or above with Service Contract Management

Release Date: 01/10/2020

The Service Contract Management module has been extended to provide the same range of developments relating to validity and revision numbering as released for quotations.

Please refer to the Sales Ledger, CRM & Sales Order Processing section for more information.

Start and End Time by Contract Line

Available to all customers with axis diplomat 2020 or above with Service Contract Management

Release Date: 01/10/2020

Individual contract lines can now start and end part way through a billing period. Service Contract invoice generation will automatically determine the billing amount for items that start or end midway through the billing period on a pro rata basis.

Date and Time Specific Contract Pricing

Available to purchase for all customers with axis diplomat 2020 or above with Service Contract Management

Release Date: 01/10/2020

A new additional module for Service Contract Management users allows future contract pricing and costing to be defined.

You may either define a fixed contract price for an item or specify a percentage of the selling price of the item. You may also define different pricing for different contract types. This allows you to have different tiers of contract pricing for the same item.

For example, an extended warranty for an item might be 1% of its retail price per month for a "return to base" contract or 2% for an "on site" contract.

You may also specify an end date for the pricing or, by not supplying an end date, allow that pricing model to continue until it is superseded by a newer price rule.

Pricing that is marked as Enforced will automatically update all relevant service contracts during the next invoice creation. Pricing that is not enforced can manually be updated on a service contract by using the 'reprice' option when amending the contract.

Please note: you do not need to be using Date and Time Specific Stock Pricing in order to be able to take advantage of Date and Time Specific Contract Pricing.

Recalculate Pricing in Service Contract Maintenance

Available to Software Assurance customers with axis diplomat 2018 with Service Contract Management

Release Date: 19/08/2020

A new button has been added to Service Contract and Contract Request amendment functions to reprice all of the items on the contract using current pricing.

When used in conjunction with date and time specific contract pricing, this will automatically use the pricing as at the next due date for each item.

Contract Items tab in Stock Enquiry

Available to all customers with axis diplomat 2020 or above with Service Contract Management

Release Date: 01/10/2020

A new tab has been added to Stock Enquiry, for items that are enabled for use on Service Contracts, listing the contracts on which the item appears.

Selections at the base of the tab allow the list to be filtered to show just service contracts, just contract requests or both and whether to include closed lines.

axis payroll

PDF Payslip Attachments

Available to all customers with axis payroll 2020 or above

Release Date: 01/10/2020

The axis payroll can now create PDF copies of employee's payslips against their employee record. For security, each PDF is password-protected.

Plain Paper P45 and P60 Print

Available to Software Assurance customers with axis payroll 2018

Release Date: 23/07/2020

axis payroll now offers plain paper A4 printing for both P45 and P60 documents.

For more information:

https://www.axisfirst.co.uk/news/hmrc-to-discontinue-p45-stationery-from-august/8/1339

Additional Columns added to HR and Employee Monitors

Available to Software Assurance customers with axis payroll 2018

Release Date: 20/03/2019

Two additional columns have been added to both the HR Monitor and the Employee Monitor:

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