Purchase Requisition Enhancement in Client Info
Path: Admin > Client Info / Preferences
You now have the option to save a Purchase Requisition record without adding line items. This allows you to complete the record later. While the standard process includes item lines, some situations require that a record be completed later.
A new Purchase Requisition Category has been added in Admin > Client Info / Preferences where the option Require Purchase Requisition Part is granted by default.
If you want to save PR records without item lines, you can Deny this preference.
This is our November Voice of the Customer enhancement. We would like to thank the University of Alabama Birmingham for submitting this enhancement suggestion. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
WO Browse Window Now Alerts for Open Distribution
Path: Transactions > Work Order > WO Browse
If Quote, PR, or PO items that are marked for distribution to a Work Order have not been received and you attempt to close the Work Order, you are alerted that there are Open Distributions.
While an alert has always shown in the Work Order window, this functionality has been added to the WO Browse window as well.
The WO Browse window offers numerous options to manage selected Work Orders. One of those options is Close Selected. If any of the selected lines have Open Distributions, you receive the alert shown at left, which lists your options to Proceed, Close Only, Skip, or Cancel.
Warehouse Copy Will Clone Records with Inventory
Path: Material > Warehouses
You have the option to make a copy of an existing Warehouse and clone all settings including the Part Inventory Tab of the original – except Quantity, Value, and Available columns on the Tab.
The process is easy. Open an existing Warehouse record and click Copy on the toolbar.
The resulting record is in Add mode and needs a Code and Name.
The new Warehouse is now visible on the Material > Parts > Records / Location Tab.
You can transfer quantities to the new Warehouse using Material > Parts > Transfer Parts if needed.
Linked Documents Toggle View Feature
Navigation Panel – Linked Documents
A new icon has been added to the Navigation Panel. The Toggle Linked Documents View icon is used to view by file type (image, .pdf, etc.) or by the record to which the files are linked.
The default view categorizes files by the record they are attached to. In the first screenshot above, two files are attached to the Equipment record and one is attached to the Work Order record.
Click the icon to view by file type. The files in the second screenshot above are arranged with two image files and one PDF file.
Email Format Enhanced
Email messages that were created as text-only are now available in HTML format.
Improvements were made to the HTML layout, and paragraphs are automatically formatted correctly.