Recent Software Developments
Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.
Kernel (Core) Software
Disable Security Groups
Available to all axis diplomat 2016 customers
Release Date: 22/02/2019
axis diplomat now allows individual user groups within User and Group Maintenance to be disabled.
Groups cannot be disabled if they currently contain users (you should re-assign those users to other groups first) and, once disabled, you will be unabled to assign new users to that group. You will also be prevented from assiging CRM Calls to that group's responsibility.
Nominal Ledger & General Accounts
User Selection added to Daybook Reports
Available to all axis diplomat 2016 customers
Release Date: 20/02/2019
Sales, Purchase, Nominal and Combined Daybook Reports have been modified to allow the transactions reported to be filtered by user (i.e. the operator that created the original transactions).
Nominal Account Details added to Sales Invoice Enquiry
Available to axis diplomat 2016 Software Assurance customers
Release Date: 02/01/2019
The Document Lines tab of Sales Invoice Enquiry has been extended to include details of the Nominal Account (columns include account number, short name and description) for each item.
Sales Ledger, CRM & Sales Order Processing
Change Stock Location when Converting Quote to Order
Available to all axis diplomat 2016 customers
Release Date: 18/02/2019
For those who have their system configured to copy quotes when converting, it is now possible to amend the Stock Location at the same time as converting the quotation to an order.
This saves having to run the separate "Amend Sales Order Location" function after converting the quotation.
This applies to systems configured to copy quotes when converting - this parameter is set on the "Document Maintenance" tab of the Maintain SOP Parameters function.
Option to Suppress Order Emails
Available to all axis diplomat 2018 customers
Release Date: 15/02/2019
If a customer does not wish to receive any order emails from axis diplomat, such as order acknowledgements and despatch notifications, a new parameter on customer accounts allows these to be suppressed.
Configurable Advice/Packing Note Sequence
Available to all axis diplomat 2018 customers
Release Date: 04/02/2019
A new system parameter allows you to control the sequence of items listed on an Advice/Packing Note. This allows Advice/Packing Notes to be printed with the items listed in the sequence that they were entered onto the order, in Stock Reference order or in Bin Reference order. The Bin Reference sequence is particularly useful for those using the Advice/Packing Note for paper-based picking in a warehouse.
When printing a single Advice/Packing Note, such as on filing as Sales Order or from a right-click option in a Sales Order Monitor, the system will automatically use this sequence. When printing via the dedicated Print Advice/Packing Notes function, the system will default to the System Parameter's current setting but this can be changed if required:
Automatically Lock Calls when adding Attachments
Available to all axis diplomat 2018 customers
Release Date: 30/01/2019
Many users choose to open CRM and SRM Calls in an unlocked state by default and only lock them as and when they wish to make an update. In such situations, adding events or links to a call will automatically lock the call first.
The system has now been extended to also attempt to lock the call when dragging a file onto the Attachments tab of an unlocked call.
Delivery Number column added to Transaction History
Available to axis diplomat 2016 Software Assurance customers with the Despatch & Delivery Management module
Release Date: 28/01/2019
The Customer Enquiry function's Transaction History tab has been extended to include an additional column for the Delivery Number.
This reference will be present when the invoice appearing on the Transaction History tab relates to a single delivery (the column will be blank for consolidated invoices).
Suppress Statements for Specific Customers
Available to axis diplomat 2018 Software Assurance customers
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.
Colour Coding added to Customers Function
Available to all axis diplomat 2018 customers
Release Date: 18/01/2019
The Customers function has been enhanced to use colour coding within the search results to identify the account type.
Normal accounts are shown in black whilst prospects are listed in orange and closed accounts in grey.
Copy to Clipboard icon added to Events dialog
Available to all axis diplomat 2018 customers
Release Date: 16/01/2019
An additional icon has been added to the Event dialog within CRM to copy the whole of the event text to the clipboard.
This makes it quicker and easier to copy text from an event into, for example, an email than the alternative of highlighting all of the text manually and then using the right-click Copy option.
Supplier Stock added to Sales Order Item monitor tabs
Available to all axis diplomat 2018 customers with the Supplier Price Feed Foundation module
Release Date: 16/01/2019
An additional column has been made available within Sales Order Items monitor tabs to show the Total Supplier Stock On Hand. This uses the same logic as is applied to the figure shown within Sales Order Maintenance (ignoring supplier's stock figures that have not been recently updated).
Contact Details added to Customer Price List Report
Available to axis diplomat 2018 Software Assurance customers
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:
Sales Group Selection added to Invoice Items by Invoice Report
Available to axis diplomat 2018 Software Assurance customers
Release Date: 09/01/2019
The Invoice Items by Invoice report has been extended to allow selection by a range of Sales Groups.
Sales Group Details added to Sales Invoice Enquiry
Available to axis diplomat 2018 Software Assurance customers
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.
Purchase Ledger & Purchase Order Processing
Update Purchase Ledger Archive Analysis Codes
Available to axis diplomat 2018 Software Assurance customers
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:
- Supplier Group Code
- Department Code
- Cost Centre
Forced email address for Purchase Order delivery
Available to all axis diplomat 2016 customers
Release Date: 08/02/2019
By default, axis diplomat will email Purchase Orders to the contact specified on the Purchase Order and only use the email address from the Supplier account if no contact is specified on the Purchase Order.
A new prompt has been added to Maintain Supplier Details to override this logic and always email Purchase Orders to a specific contact, irrespective of the contact details on the Purchase Order.
Closed Supplier Accounts
Available to axis diplomat 2018 Software Assurance customers
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 fulfill 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.
Prospective Supplier Accounts
Available to axis diplomat 2018 Software Assurance customers
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 fulfill 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.
Purchase Invoice Booking by Delivery Advice
Available to axis diplomat 2018 Software Assurance customers with the Purchase Delivery Advice module
Release Date: 11/01/2019
For situations where you have received 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 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.
eBusiness
Easier Website Management with Stock Monitors
Available to axis diplomat 2018 Software Assurance customers 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
- eBusiness Group
- Published
- Special Offer, Featured Item and Best Seller
- eBusiness Discount
- Site Specific Short Description, Long Description and Notes
- First Published Date
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:
- All items published to the site
- All items not published to the site
- All Special Offer items
- All Featured items
- All Best Sellers
- Published items without Site-Specific Notes
The Filter options for these tabs would be, respectively:
Voucher Information added to Sales Order Monitors
Available to all axis diplomat 2016 customers with the eBusiness Promotional Vouchers module
Release Date: 25/01/2019
Monitor tabs showing Sales Orders can now include additional columns showing any eBusiness Promotional Vouchers used for each order. In addition to showing the Voucher Reference, the net and gross values of the Voucher Discount are also shown.
By filtering to specific vouchers, it is easy to see the number, total value of orders and the associated discounts given since these columns are totalled. This makes the Sales Order Monitor a very simple tool for analysing the effectiveness of voucher-based marketing.
First Published Date
Available to axis diplomat 2018 Software Assurance customers with 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.
