“Great Idea! Both of these features were originally raised as Ideas in our Customer Community. The suggestions helped our teams to design and release enhancements which are now available to everyone.
Look for the symbol to see which feature started life as an Idea!
Why not share your inspirational ideas (or vote on someone else’s) today!
Select the release feature from the table below to be taken directly to that section of the release note.
| New 'Used for' Field for Account Transfers | Line Check History Report for Multiple Properties |
|
It is now possible to specify how an account can be used in an Account Transfer |
A new version of the Line Check report which can be run for multiple sites |
Release date for both features: September 10th (US) and 11th (EMEA & APAC) 2024
New 'Used for' Field for Account Transfers 
- Enabled by default? - Yes
- Set up by customer admin? - Yes
- Enable via support ticket? - No
- Affects configuration or data? - Yes
What's Changing?
It is now possible to specify how an account can be used in Account Transfers.
Reason for the Change
To prevent users from selecting the wrong usage/direction for an account when creating Account Transfers
Customers Affected
All customers using Account Transfers.
Release Note Info/Steps
- Go to Setup > Account Admin
-
When creating or editing accounts (on the Edit Details tab) there is a new dropdown called Used for
-
This new dropdown will only be available for accounts of type Normal
-
The options available are:
- TO stock FROM - allows the account to be used to transfer value to stock from the account
- FROM stock To - allows the account to be used to transfer value to the account from stock
- FROM and TO stock (Both) - allows either of the above
By default, all existing accounts are set to FROM and TO stock (Both). This provides the same access/usage as before this release.
Fig.1 - Restricting how an account can be used in an Account Transfer
Then, when creating an Account Transfer:
- Go to Stock Management > All Options > Transfer to Account > New Transfer
The selected account can only be set according to the restrictions implemented (as per Fig.1).
Fig.2- Account usage restricted when creating a Transfer to Account
Line Check History Report for Multiple Properties
- Enabled by default? - Yes
- Set up by customer admin? - No
- Enable via support ticket? - No
- Affects configuration or data? - No
What's Changing?
A new version of the Line Check History report which can be run for multiple sites.
Reason for the Change
This allows a head office or regional user to easily check on the Line Check History for multiple sites without having to run the report multiple times.
Customers Affected
Customers using Line Checks.
Release Note Info/Steps
- Go to Reporting > Published Reports > Stock Management
- Select the new report, called Line Check History Report (multiple sites)
- When running this report it is possible to select multiple sites
Fig.3 - Selecting multiple sites for the Line Check History report
The report will return the same data as the existing Line Check History report but will have an additional first ' Site Hierarchy' column, that shows which site the data relates to.
The default sort order for the report will be first by the Site hierarchy and then as per the existing report.
Fig.4- Additional column showing the Site hierarchy in the Line Check History (multiple sites) report
Comments
Article is closed for comments.