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
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.
Sales Ledger, CRM & Sales Order Processing
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 Document Designer-based Debtors Letters, you can now override the customer's default 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 in the post. In this case, you could run the function once, 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, choosing only accounts with debts over 2 periods overdue and choosing a document delivery method of Post (print):
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:
- Name
- Email address
- Telephone Number
- Mobile Number
Purchase Ledger & Purchase Order Processing
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.
Stock Ledger, Bill of Materials & MRP
Import and Export Stock Commissionable Flag
Available to all customers with axis diplomat 2016 or above
Release Date: 21/02/2020
The Import Stock Details from CSV and Export Stock Details functions have both been modified to add support for the Commissionable Item flag.
For more information:
https://www.axisfirst.co.uk/documentation/Agents-Commission/articles/15629
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:
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 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.
eBusiness
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 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:
