Recent Software Developments
Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.
Showing 5 enhancements covering:
Nominal Ledger & General Accounts
Improved Nominal Account Enquiry Loading
Available to Software Assurance customers with axis diplomat 2022 or above
Release Date: 17/06/2024
The functions Nominal Account Enquiry, Nominal Account Maintenance and Cash Account Enquiry have all been modified to replace the 'Include history' checkbox on the 'Transactions' tab with an 'Include transactions' drop-down with options for 'Current Year', 'Current and Last Year' and 'All Transactions'.
Furthermore, the preferred response to this prompt can be saved using the 'Save current tab responses' option.
The functions have also been modified to only read transactions once the tab is selected and then only read the applicable transactions. This makes the function much faster to load and makes it easier to find the desired transactions.
Sales Ledger, CRM & Sales Order Processing
Close Quotations by Order Source Code
Available to Software Assurance customers with axis diplomat 2022 or above
Release Date: 14/06/2024
The Supervisor Function 'Close Quotations' has been extended to provide additional selection criterion for Order Source codes.
The function allows all quotations prior to a specific date, or prior to a specific quotation number, to be closed. This additional selection criteria now also allows the selection of quotations to be closed to be further filtered to just those for a specific order source code, or a range of order source codes.
This makes it much easier to close a block of quotations when, for example, a sales agent leaves or changes their area of responsibility.
Automatically Create Assets from Stock
Available to Software Assurance customers with axis diplomat 2022 or above and the Customer Assets module
Release Date: 22/02/2024
Previously, axis diplomat was only able to automatically create Customer Assets on the sale of traceable stock items (meaning that this facility was only available to those who also had the Stock Transaction Traceability module).
This facility has now been extended to also allow automatic creation of customer assets for non-traceable items as well. This is controlled at the Product Group level:
Additional eBusiness Settings in Customer Record Block Amendment
Available to Software Assurance customers with axis diplomat 2022 or above and the eBusiness module
Release Date: 12/01/2024
The Customer Record Block Amendment function has been extended to allow setting of the following flags on systems with the eBusiness module:
- Create addresses for web orders
- Allow different delivery address on web orders
eBusiness
Import Search Dictionary
Available to Software Assurance customers with axis diplomat 2022 or above and the eBusiness Search Dictionary module
Release Date: 23/01/2024
For those using the eBusiness Search Dictionary to provide finer control over specific search terms, these may now be imported from a CSV file.
The file should simply contain three columns (with or without a header row):
- Search Term
- Display Text
- URL
For more information:
https://www.axisfirst.co.uk/documentation/eBusiness-Search-Dictionary/articles/19577