219/January 2007
Payroll updates for April 2007
Ibix payroll can now create XML files of P45’s
and P46’s for electronic submission to HMRC over the Internet.
218/July 2006
Dispatch Labels by Bin/Batch
Adds a new option of one label for
each batch of stock dispatched in addition to one label per item or line.
Sales Order Contact
Sales orders can have an associated contact. This may be a link to an existing record in the
contacts file or typed in contact details (phone, fax, email etc). Contact details are available on sales order
documents including dispatch notes, invoices and quotations.
Email and web addresses and SMS
Email and web address fields are added to purchase and sales order
typed in addresses. SMS (mobile phone
number) are also available for orders, customers, suppliers, contacts and
delivery addresses.
217/October 2005
Payroll updates for April 2006
Ibix payroll now validates
national insurance numbers against the list of issued prefixes.
Reprint from Daybook History
A new facility (jnl01 jnl07) to print missing
daybook journals from the daybook history file.
Orders with no Order Lines
Sales order maintenance now also checks for orders with text lines only.
Multi-Bin Stock Transfer
Stock general posting now allows one to many
bin/batch transfers.
Credit and Debit Card Security Code
Implements new security measures on card authentication.
New fields in Payroll History
These allow tracking of tax code and NI table letter
changes for audit purposes.
216/March 2005
Payroll updates for April 2005
Ibix payroll can now create XML files of
P14’s and P35’s for electronic submission to HMRC over the
Internet.
Purchase orders in eBIS-XML format
A new program (pur36) maintains supplier delivery
point reference codes.
Postcode validation
Customer, supplier and employee postcodes are validated against a table of UK postcode areas. (LS,G
etc)
More information on purchase order proposals
A purchase order proposal for one warehouse can
now report the stock position at other warehouses.
Spare fields on purchase ledger records
Purchase ledger master file purm joins salm, stkm etc in having a
variable number of variable length spare fields.
New fields shown in sales document maintenance
These include purchase order policy, economic
order quantity, minimum and maximum stock levels.
215/November 2004
Supplier monitor
A new program accesses supplier price list records
by stock item to allow comparison of prices for the same item from different
suppliers.
This program also enables the normal supplier to be changed.
New use for mailshot status
More companies are prepared to accept documents by
fax and email but a supplier or customer may have different fax numbers or
email addresses for different documents.
For example purchase orders and remittance advices may be dealt with by
different departments.
Sales and purchase contacts can now be set up with a mailshot
status which indicates that this contact’s fax number or email address is
to be used for sending a particular document.
Obsolete stock in sales order maintenance
Stock browsing in sales orders can omit stock marked as obsolete by adding
the argument NOTOBS.
Rebuild sales and purchase
ledger indexes
A sales ledger or purchase ledger index may be
deleted then automatically recreated.
(backdated to 205)
Suspend release from standing orders
If an order is released from
standing orders when the customer is on stop or over credit limit, the order is
suspended and cannot be processed until the situation is resolved.
(backdated to 205)
214/November 2003
Stock file hyperlink
URL field added to stock file and new prompt in stock general enquiry.
Changes to stock count
Stock count on stock in more than one warehouse and in default bin location
order when bin/batch tracking.
If stock is found which is not on the stock count ticket, then a line can
be inserted and the count recorded.
Spoolix
and Version One
Amendments to spoolix, spooldef and lpb for DbForm, DbFax and DbMail.
More features in stock general enquiry
An indicator shows that stock notes exist and a
browse is available of supplier price list records.
Drill downs to archive
Enquiry programs and payment proposal maintenance are amended to add drill
down feature to archived documents held in DbArchive.
213/July 2003
Searching for same open items
In sales and purchase enquiry it is possible to
search for open items with the same document number, amount etc. At present open item history is searched only
if there are no other occurrence of the value in
current open items. The argument CHKHIST
forces a search of history if open item history is used.
Forward order dates
Sales and Purchase Orders can now be dated more than 12 periods ahead. Previously the size of the arrays in the
stock demand file were fixed at 13 (current plus 12 periods forward for demand
and supply, current plus 12 periods back for sales and purchase history). The array sizes are now user defined.
Bin batch browse in stock enquiry
Additional navigation features in batch browse.
Show minimum order value on purchase orders
Warning that a purchase order falls below the supplier’s minimum
value now displays the minimum value.
Purchase order reports
All fields in supplier and stock files are
available for printing on purchase order reports
Same item on different order proposals
Where more than one purchase order or works order proposal exists, the same
item can appear on more than on proposal.
212/March 2003
Payroll
Payroll updates for April 2003.
211/January 2003
Contacts browse on sales orders
Customer and delivery address
contacts can be browsed in invoicing, telesales and all document maintenance.
Telesales targetting
Telesales calls can be selected by
territory and area as well as salesman.
Trial kitting from selected warehouses
Trial Kitting now checks the availability of component stock in those
warehouses selected by the user.
Previously all warehouses were checked and this is still the default.
Check for duplicate postings
In manual sales and purchase ledger posting, a
search can be made of all earlier transactions for the same customer or
supplier to check that reference 2 has not been used before.
Create target records automatically
(customer specific)
210/October 2002
Notes on related
items
Notes can be added to related item
records and are displayed in sales order maintenance.
General ledger description on invoice matching
A transaction description may be added to general
ledger postings when they are made manually.
This is now available for general ledger postings which arise from
purchase invoice matching.
Immediate receipt of purchase orders
Some purchase orders are only raised after the
goods or services have been received yet the system requires separate posting
of the order and the receipt. It is now
possible to raise a purchase order and have the receipt posted automatically at
the same time. The receipt can then be
matched against the supplier’s invoice in the usual way.
Customer status on sales order enquiry
A sales order enquiry by customer will immediately
show if the customer is on stop and any credit status narrative.
Show promotion details on stock enquiry
In general stock enquiry the prices shown for a customer may be limited to
a promotion. Enquiry can now show how
long the promotion lasts.
209/March 2002
Related items
Sales to a customer of one product may suggest other items which he
might buy. The user can now set up a file of related items and in a face to
face or call centre sales situation be prompted with a browse of relevant
products.
Browse kit items in sales order maintenance
When a kitted item is out of stock the user can
browse the kit's components.
208/January 2002
Suppliers’ part number on stock receipt posting
Suppliers may provide goods
received documents which use the supplier’s own part number to identify
stock. This feature makes the
supplier’s part number available in the display of stock lines
outstanding on purchase order.
Two new sales order reports
Two new programs provide the kind of reports from
the sales order file which users find difficult with sql.
Notes on contacts
Notes available on sales and purchase contacts.
Email and web address
Email and web address fields are now added to contacts.
Purchase order dates on stock receipt posting
Where a call off purchase order has been placed it is important to receive
against the correct stock line. To this end the possible by and other order
dates are available in stock receipt posting.
Purchase order report by date raised
Purchase order reports can printed for a range of dates raised.
Current stock position from within order enquiry
A new prompt in sales order history enquiry calls
stock general enquiry to check the current stock level.
Stock notes on despatch documents
Stock notes are often used to describe or specify a stock item and these
can now be printed on despatch notes.
Audit trail of changes to call off sales orders
(customer specific)
207/September 2001
Stock reports in supplier code order
Certain stock and production reports can be printed in normal supplier code
order with before and after supplier sections.
Splitting of works orders
Where a works order cannot be completed because of
a shortage of components, the order can be divided into two orders and the
second completed at a later date.
Payments proposal for foreign currency suppliers
Payments proposal extract will process suppliers with a foreign currency
and allow the proposal to be amended and printed.
Email and web address
Email and web address fields are added to customers, suppliers and delivery
addresses.
Prepayment repeats
Where a supplier’s invoice is received for
services spread over a period of months, a prepayment batch may be set up
automatically to spread the costs.
Statement details sorted by branch
If a customer has a number of branches and
requires a statement to be sent to head office, the transactions can be sorted
by branch. Before and after branch sections are also available.
206/October 2000
Protected stock level and trade customer flag
In sales order processing the operator is warned
if the stock level falls below minimum. This amendment introduces a warning if
a trade customer's order will reduce stock below a protected stock level.
Inter company account flag
A new flag which is used to identify internal
invoices and prevent stock usage, demand etc from being counted twice.
Credit check on auto release to despatch
No credit check is made on releasing reserve and back orders to despatch. An optional argument of CHKCRD will check that despatches do not occur which would take the customers
balance over his credit limit. This does not take into account outstanding
orders, despatches and invoices (sinvamt).
205/July 2000
Suppliers’ invoices from edi
Suppliers’ invoices in edi form can be
loaded to the invoice register.
Suppliers’ returns reason code
A reason code may be applied to 'returns to
supplier of damaged or unwanted receipts.
204/March 2000
Payroll
Payroll updates for April 2000.
