Release Note: Stock Period Approval Update

The Change

A change has been made to the system where by users will not be able to approve a stock period if the imported sales have not been verified. If they attempt to approve the stock period and the imported sales have not been verified, the system will prompt the user.

Release Date: 04-Dec-2013

Reason for the Change

To ensure that sales sent whilst the stock period is closed are accounted for. The issue of sales not being verified is generally more of a problem for customers whom submit sales via Fourth’s API.

Customers Affected

All customers.

Release Notes

Verifying Sales

Fig 1 - shows the new alert for unverified sales when approving a period.

Fig 1 - Unverified Sale Alert

When a user attempts to approve a stock period without verifying the sales, the system will return the above error message.

Fig 2 - Import POS Figures Link

The user must then re-open the stock period and follow the path: Stock Management > To the left under Actions click the Import POS Figures Link.

Note: If this link is not available and the stock period is open refer to section Required Security Permissions.

Fig 3 - Verify & Process PLU Data Link

Click the Verify & Process PLU data link as shown in Fig 2 above to verify the sales.
At this point the stock period maybe closed re-checked if needed and approved.

Required Security Permissions

Fig 4 - Required Security Permission

To access the ‘Import POS figures’ screen, the user must have the following security permission assigned: ‘Upload PLU & Input Manual Sales’.
This can be found under Security Access within the Stock Period Settings group of permissions.
It can be enabled for individual users or for a group of users by applying the change to security templates.