Updates:
- A possibility to enable/disable options in Document Custom Fields
- Revised documents are highlighted in document lists
- Supplier Credit Note # was added
- The ability to type taxes manually in documents is removed
- The line that refers to T&C is changed
A possibility to enable/disable options in Custom Fields for Documents
Now you can disable options in your Custom Fields for Documents if they are not needed anymore. As well as make them active again if necessary.
And don't forget to press the Save button after changes.
Revised documents are highlighted in document lists
If the document was revised after approval — it would be highlighted in the document list. You'll also be notified that this Warehouse Requisition / Purchase Order / Purchase Requisition / Invoice was revised on the document show page.
Here how it looks like:
Supplier Credit Note # was added
The functionality of the Supplier Credit Note number:
- You can add Supplier Credit Note # while creating a Credit Note.
- Supplier Credit Note # is now displayed in document lists and on document show pages
- You can edit the Supplier Credit Note # when the Credit Note has the status "open".
- You can search and filter documents by Supplier Credit Note #;
Supplier Credit Note # is checked for duplicates. You cannot create Credit Notes with identical Supplier Credit Note numbers anymore. You can turn off this feature here.
The ability to type taxes manually in documents is removed
To avoid mistakes and make the workflow easier — we removed the possibility to type taxes right in documents or product lines. So now you are able to select taxes only from the company's preset list.
You can add taxes to your company by opening Configuration —> Taxes tab —> pressing the Add tax button.
The line that refers to T&C is changed
The line that refers to the acceptance of Terms & Conditions is now displayed at the bottom of all PDF / XLSX Purchase Orders.
