New additional values for an existing system option, for MOs and S
Default value change in quick cash
In the quick cash wizard, when selecting ‘gl transaction’ -> new the payment method used is defaulted to ‘BACS’. Instead of defaulting to BACS, it is now controlled by an existing system option
Using values N for BACS, Y for Cheque and C for Cash
Predefined emails
Emailing from purchase orders can now populate the PO ID in the subject line of the predefined email messages
New system option to use with autoprints
When the wsp ‘EmailSend’ is called (as part of a process event)
New option, default N
Enable to use autoprints instead of database mail
If the option is enabled, autoprints is used, and the email will show as part of user hub
Various bug fixes
Product Updates
Product Updates
September 2022
Updates
V8.0001.06, V8.0001.07 and V8.0002.00 live - limited user focused functionality in 1.06 and 1.07, the major update is in V8.0002.00
Tune in on Thursday 15th September at 2pm BST to learn more about the Basic Authenticaton solution now available, roll out plans and more - register via the link emailed to you on Tuesday 6th September 2022
Various bug fixes
Product Updates
Product Updates
August 2022
Updates
V8.0001.04 and V8.0001.05 live - no user focused functionality enhancements to share - brief mention during September user webinar
Lyn Foster joins as new Account Manager, will work closely with Jonathan Davies, Account Director and Gary Mortimer, Implementation Manager Existing Customers
Basic Authenticaton - development continues, Lyn to begin outreach to Option 2 responders and anyone who is YET to respond, all Option 1 and 3 responses noted
Various bug fixes
Product Updates
Product Updates
July 2022
V8.0001.03 Highlights
Supplier APIs
Requires system option enabling under Sales Orders called 'Enables the Supplier API Wizard'
API records must also be created and cross referenced against products and embedded in a structure
Enables you to "Get Quote Costs" direct from your third party API integration
Unit of Measure on Tool Instances
Drop down to specify UoM added
Shipments
New columns for 'Pallet ID' and 'Pallet Description' added to shipment items grid
Inventory
New source types added for availability, changing lot number and expiry dates
Grid Enhancements
New system option 'Save grid column filters when saving layouts for grids for second grid band'
Allows filtered settings to persist on the second band of grids, when you close modules or the system as a whole
Various bug fixes
V8.0001.02 Highlights
New column on shipment items grid
Quantity of Items
Credit Control Letters
Dimensions can now be set up as a drop down, different values can be used for the option items as well, and the user can override this if needed when creating a configured item
Customer Review
New tab 'Shipping' with 3 related actions have been added
Requires system option “Show shipping tab and actions for shipping” under customer review enabled, set to Y
The tab shows outstanding sales order items on firm orders – the 3 new actions are
‘Consolidate SH'
'Ship Individual SH', and
'Delete SOI'
Any of the actions require at least one item to be included on the new tab
Processes
SFDC flag tab added - has no underlying functionality, mostly to be used as part of WMGO applets
Various bug fixes
Product Updates
Product Updates
V8.0001.01 - June 2022
Highlights
ACTION REQUIRED: Basic Authentication and Exchange Online Update
In September 2021 Microsoft announced the deprecation of Basic Authentication, as it has become an outdated industry standard.
The announcement also advises that effective October 1st, 2022, Basic Authentication will be permanently disabled for Outlook, EWS, RPS, POP, IMAP, and EAS protocols in Exchange Online. SMTP Auth will also be disabled if it is not being used.
Please register your preferred pathway via the form link in your patch email.
Container Planning Notifications
New tab on Container planning to add notifications
Only one event is available at the moment but more will be added in the future
New action on the structures screen to update a configured product's structure, requires system option
“Show the configure action within the structure program”
Extra placeholder for Report ID - the record ID - available for batch emailing
See system option “Default Subject when emailing a Report or emailing via Print Batch”
Products now has two new tools available to
Export site defaults, and
Import site defaults
Structures
Export now has 'Product Available' and 'Component Available' columns added to it
They show the availability of the top level product as well as the component
Blank if the row is a routing/sundry
Mid-Point scheduling system option now has an extra value for concurrent scheduling ('C’)
Allows the user to drag/drop a process overlapping another process, as long as it does not start before the previous process
Added sales invoice DC fields to any grid where an invoice can be selected as part of the cash receiving process
Added expiry dates to documents
This is for reference only, usage example would be on expiring certificates
Maintenance tasks can now be set up to use the WinMan Scheduler
To set this up, see the 'Schedule' tab on the maintenance task, which creates a row in the Scheduled Jobs module when enabled
New 'Go To' action from the RMA screen to go directly to the customer review screen
Drag and Drop documents on all modules
Various bug fixes
Product Updates
Product Updates
V8.0001.00 - May 2022
Highlights
V8.0000.19 renamed to V8.0001.00 to reflect significant 'under the hood' enhancements
Finance
New process controls for the GL Review 'Post to GL Chart of Account' right click action - before and after Post to GL chart of account
Customers
Financial targets - two new columns can be entered via the financial targets action:
1. Target Margin Percentage, and
2. Target Margin Value
Customers
EDI - new field 'EDI Our Identifier' - needs a system option to enable seeing this field
Scheduled Jobs
OpenText Freeway EDI Integration
MRP
Demand forecasting can now create forecast items based on monthly buckets instead of weekly ones - new system option to determine the day for the generated items
Sales Schedules
Can now generate forecast items as well if the schedule is set up as a 'forecast' schedule type
Shipments
Shipment boxes has had an update to its tooltip text
New Module
FTP Servers
WinMan logo updated
Various bug fixes
Product Updates
Product Updates
V8.0000.18 - April 2022
Highlights
Configurator
A new field called 'validation' has been added which, if not blank when the formula around it is resolved, will show the text entered in this field when configuring an item
Customers
A new tab called 'EDI' has been added, this can be ignored for now as it's mostly for bespoke functionality, however in V8.0000.19 more can be expected around this area
Inventory Review
A new system option can be found in inventory review to determine if stock is allowed to be moved, or not, if there are outstanding (or failed) tests against a batch of stock
"Restrict QC area Stock Move", default 'N' (No)
A feature that was planned in a previous release, when viewing inventory information there is now a new tab to show the associated test types and results entered against the batch of stock
Manufacturing Orders
Two new product settings have been added, to change the way MOs are completed considering whether or not component quantities that are being issued are adjusted on a pro rata basis of the quantity being completed
Shipments
A new column has been added to the grid for stock allocations called 'Pallet ID’
Various bug fixes
Product Updates
Product Updates
V8.0000.17 - March 2022
Highlights
Sales Invoices
Sales Order item DC fields can now be shown on the sales invoice items grid
Payment Runs
Default BACS output options added
New system option "HSBC Bacs Service User Number", blank by default used for HSBC Standard 18
New field in the Banks module called 'HSBC Sepa Customer' for the two HSBC Sepa PAIN formats
Timesheets
New column displaying the time period (converts the quantity into days/hours/minutes)
Jobs
Milestones can now be directly added as confirmed items, items can be added to a milestone if a cost is outstanding, either when the milestone is added or via a right click menu item on the milestone
Two new system options added around milestones as well, see their respective descriptions for more information:
"Only invoice Milestones and not the related items", default N (No)
"Milestone Price calculated", default N (No)
When importing a BOM, the system now asks to specify a structure version
WinMan Scheduler UI
Autoprints added to the new program launched in V8.0000.16
Various bug fixes
Product Updates
Product Updates
V8.0000.16 - February 2022
Highlights
Record Test Results
Two new right click actions, on inventory review (stock/transaction) and in the WIP grid of MOs
Requires system option "Show 'Enter Test Results' Action on Manufacturing Orders WIP and Inventory Review" enabled and set to Y (default N)
Create shipment batch by volume
In the shipment batches module, a new option was added when adding a new batch called ‘By Volume’
Commercial Invoice
Various new fields combined with other existing data for a shipment, is now available on a new print called ‘commercial invoice’
New data type for definable columns: HTML
A new data type can be defined against UDFs
WinMan Scheduler UI
A new program has been added to create and maintain scheduled jobs, as well as review logs of the runs of those jobs
Various bug fixes
Product Updates
Product Updates
V8.0000.15 - January 2022
Highlights
Configurator:
A flag has been added to the configurator options, where sub configurators are used, called 'Use SubCon. Defaults', if default values exist for the lower level configurators, user will no longer be shown the wizard for the sub configurator
Inventory Review:
New system option added to search inventory by lotnumber. Be careful enabling this as it might have an impact on performance
'Inventory Review Search By Lot Number', default 'N' (No, disabled)
MRP:
New system option to exclude allocations in MRP, with this option set to Y, any allocated stock, purchase orders or manufacturing orders are now excluded from MRP processing
'Exclude Allocations', default 'Y'
Production Scheduler:
A new field was added to activity centres called 'Standard Hours Per Day', which is only visible if 'day' is selected as unit of time. This allows users to define hours per day, per activity centre/production line, as opposed to using a system option that is defined across the board
Products:
New setting which, when enabled, will not allow users to save on the sales order item entry screen IF the quantity entered is not a multiple of the pack size. Validation will only occur on products where this setting is 'Y' and pack size is not set to 0
"Restrict sales order quantity to multiples of Pack Size", default ‘N’
Sales Schedules:
New module called 'Sales Schedules' added
WinMan Go:
UI Changes to support the standard "Pick, Pack and Ship" WinMan Go application
Added 'scan quantity' field to Products (options tab)
Added a 'label printer' field in the user screen
Added a new action in shipments called 'Allocate Pickers' which shows a grid of unfinalised shipments allowing users to select a picker against a shipment
Also within shipments, there is a new grid in the relations tab called 'shipment totes' which shows the allocated pickers
Labels:
Can now be amended on the 'scrap costs' page of the finish action by creating a row in the BespokeLabels database table of WinMan
Various bug fixes
Product Updates
Product Updates
V8.0000.14 - December 2021
Highlights
Customer and supplier cross reference imports now update prices on outstanding Sales and Purchase Order lines - setting required to be enabled
Customer and supplier cross references breaks now have a start and end date - can be used for promotional pricing periods
Users can now search for product cross references in inventory review
New action in Manufacturing Orders called "Generate Production Pack" - system option must be enabled - allows users to include a selection of files to print in one go
Transport Allocations module now includes Purchase Orders as well as RMAs,
Route and Route Sequence fields have been added to suppliers to accommodate this enhancement
Right click action to create Sub Contract POs from a WIP line
Mailshot integration - with Mailchimp now available
New supplier setting added to pull the due date forward, to a specific day of the month MRP
Structure imports
Structure import has been enhanced to allow search for a component using manufacturer and their product name, or, supplier and the supplier part number (as per x ref), to sit alongside the existing method of using a product ID
Structure import now also has functionality to create new products if the above method does not find anything, based on a comma separated list of prefixes entered in a new system option
Freeforms – new configuration to set which information is shown first
Inventory trace can now be accessed directly from the Shipping screen
Various bug fixes
Product Updates
Product Updates
V8.0000.13 - November 2021
Highlights
Sales Orders:
An option has been added to ignore site restrictions on customers when logged into all sites
Purchase Orders:
An option has been added to ignore site restrictions on suppliers when logged into all sites
Contacts:
Added new titles ('Mx', 'Ind' and blank), user can still put anything in this box as long as it's within the character limit
Structures:
Icons have been added to the structure tree to indicate the underlying record has a document attached
Technical:
Improved geographical tax rate loading times
Ability to save 'Sort' order of grid layouts so retains and does not reset every time
Customers:
A new setting has been introduced to determine if an import of sales orders should automatically firm the orders
Various bug fixes
Product Updates
Product Updates
V8.0000.12 - October 2021
Highlights
Manufacturing Orders:
Stock can now be allocated to workin in progress using items from a firm purchase order, if following two new system options are set up:
"Hard Allocate Manufacturing Order Types", disabled by default
"Hard Allocate Purchase Order Types", disabled by default
Purchase Orders:
Pre-Allocate action now allows selection of manufacturing orders
Goods Receipt:
Any quantity pre-allocated to a manufacturing order will be allocated on finalise of the goods receipt
Products:
Barcode field now accepts up to 50 characters
Matrix Styles:
The 'Add Matrix Styles' wizard in both Sales Orders and Purchase Orders has been modified to allow adding items using more than one style without exiting the wizard
Option added to display stock counts for a selected matrix style in the Sales Orders 'Add Matrix Styles' wizard
The size of the textbox showing available quantities can be adjusted using the existing system option "Sets the width of the Matrix field labels on the matrix product wizard"
"Show stock available on add matrix products", default 'N' (No)
Companies:
Added Total Value as a column to Sales Order Items grid in the Sales Orders tab
Sub Contract POs:
added Carrier, Freight Method and Shipping Terms fields to the Additional tab
Various bug fixes
Product Updates
Product Updates
Revamp communications - September 2021
Highlights
Shared with all main contacts and patch update receivers on 1st September.
Please direct feedback to Head of Marketing, Harpreet Suree direct at harpreet.suree@winman.com, or via your Account Manager, Jonathan Davies at jonathan.davies@winman.com
Product Updates
Product Updates
V8.0000.11 - August 2021
Highlights
Customer Pricing Classifications:
Added product pricing classification description to grid
Customers:
EORI reference field added to the financials tab
Fixed Assets:
Added functionality to import data against fixed assets
Inter Company Links:
Added an option to retain the shipment lot number(s) against the goods receipt
"Keep lot numbers from shipment when processing inter-company goods receipt", default 'N' (No)
Label Printing:
Introduced various system options to print labels from the main UI for the following screens:
Areas & locations
Inventory review
Good receiving
Manufacturing orders
Shipments
Manufacturing Orders:
Added an option that controls if the release date of an MO is updated on release or not
System option: "Determines whether the original release date is updated when the MO is processed to Released", default 'Y' (Yes)
Suppliers:
EORI reference field added to financials tab
Predefined Email Messages:
All screens can now use this functionality using various placeholders
Product Pricing Classifications:
Added customer pricing classification description to grid
Products:
Site defaults now store the inspection location, which is used when receiving hire goods
VAT Return - UK only:
Added a clickable link to HMRC's MTDfB service status page on the MTD tab
Various bug fixes
Product Updates
V8.0000.10 - July 2021
Highlights
CRM Module Names:
Removed references to CRM to reflect the flexibility of various modules such as Companies, Contacts, Projects and others
Products:
Technical Information can now be imported via the Tools menu
Technical Information no longer requires the 'Use GMP' option to be enabled
System Options:
4 system options have been moved from the "Production Scheduling" area to the "Production Scheduler" node
Transport Allocations:
Functionality added to enable the custom creation of workflow performing any of the following actions:
Allocating a sales order
Deallocating a sales order
Deallocating selected transport
Release for picking
Assign new driver
Change route sequence
Tooling:
Added two system options to prevent linked manufacturing orders from being created:
Manufacturing Orders: "When using Tooling and creating a new manufacturing order, prevent additional orders being created for all tool instance items", default 'N' (No), and
MRP: "When using Tooling, prevent additional manufacturing orders being proposed", default 'N' (No)
User Overridables:
"Add Borders to grids in order to separate lines more clearly", default 'N' (No)
Various bug fixes
Product Updates
V8.0000.09 - June 2021
Highlights
AutoPrints:
Added the ability to add further customization to the AutoPrints service, allowing for a specific email priority and email profile to be used.
Avalara Integration:
For sales invoices created from Jobs, the delivery address from the job will now be passed to the Avalara API for the related tax calculations.
Configurator:
Performance improvements.
Added a system option to toggle appending sub-configuration descriptions on and off:
New system option: "Append the sub configurator description to the parent description", default Y ('Yes').
Various bug fixes
V8.0000.08 - May 2021
Highlights
Goods Receipts:
Added the product cross reference column to various grids.
Housekeeping:
Added a quarantine location to the Sites/Locations tab within System Options, where expired stock (excluding allocated) is moved to (after running the housekeeping routines) if the following system option is enabled:
New system option: "Move expired stock to quarantine location", default 'N' (No).
Inventory Review:
Can now import the quantity of items field as part of catch weight functionality.
Jobs:
Using the following new system option, an error message will appear if the user tries to select expired stock when confirming an item.
New system option: "Check product expiry date is valid on confirm item for products with Track Shelf Life set", default 'N' (No).
Users can override this with the right security access, the level of access can be changed using the following new option:
New system option: "Check product expiry date security level required by users to confirm expired stock for products with track Shelf Life set.", default 5 (Admin access required).
Manufacturing Orders:
The expiration method "calculate from component expiry" has been extended to apply against all manufacturing finishing records.
Using a new system option, a check can now be done during allocate, issue or finish against expired stock.
The same system option will also check if expired stock has been issued, it will be considered a component shortage and will show in the shortages tab.
It also checks if the user wishes to finish a manufacturing order with an expired component, this will need to be done using the finish wizard. The same security will apply as for finishing with shortages.
Finally, if that system option is enabled, an error message will appear when allocating or issueing if expired stock is selected. The existing system option "Determines the security level required by users to Complete Orders with Shortages" will be used to determine if the user is allowed to proceed or not at this point.
New system option: "Check component expiry date is valid on allocate, manual issue and finish for components with Track Shelf Life set", default 'N' (No).
Products:
Added a new setting for purchased assembly costs, if this set to Y, the cost roll up will calculate the products costs as though the product is a standard assembly.
RMA:
Can now enter quantity of items in various locations as part of catch weight functionality.
Shipments:
Using a new system option, a check can now be done before shipping expired products.
If the stock allocated to a sales order, or stock being selected during shipping has expired, an error message will be displayed.
An error message will be displayed if expired stock is about to be shipped.
New system option: "Check product expiry date is valid on shipping for products with Track Shelf Life set", default 'N' (No).
Users can override this with the right security access, the level of access can be changed using the following new option:
New system option: "Determines the security level required by users to Complete Orders with Shortages", default 5 (Admin access required).
Stock Counting:
Can now enter quantity of items in various locations as part of catch weight functionality.
Structures:
Tree view now shows if the component has any documents attached (on it's underlying product record). The right click 'document view' action can be used to open these documents.
Various bug fixes
V8.0000.07 - April 2021
Highlights
Customers:
Added Supplier ID and Supplier Name to the requirements grid.
System Options:
Added EU EORI and XI EORI number fields to the application tab.
User Overridable:
A true/false option has been added to enable usage of the latest TLS protocols for email sending:
Housekeeping no longer deletes unprocessed AutoPrints, and only processed ones older than 90 days if the new system option is enabled:
System Option: "Overnight routine delete processed AutoPrints lines", default N.
Various bug fixes
V8.0000.06 - March 2021
Highlights
Inventory Review:
Added Supplier ID and Supplier Name to the requirements grid.
Supplier Review:
Added due date column to the grid containing orders.
Suppliers:
Import now allows site name to be passed through.
Tax Returns:
Wording of various boxes updated as per HMRC directives, returns prior to April 8th 2021 will still use the old wording.
Utilities:
Added a new flag to the requirements tab to run MRP for Purchase Orders only. When checking the 'POs Only' flag, no proposed MOs will be generated, and purchase orders will only be proposed for firm MOs.
Various bug fixes
V8.0000.05 - February 2021
Highlights
Country of Origin:
Functionality to trace the country of origin of goods added in various modules of the system:
Inventory (including Perpetual Inventory)
Products
Suppliers (including supplier cross references)
Purchase Orders (including Purchase Order Items)
New System Options: Set the Country of Origin Default Source, default ‘Not Required’.
New Product Setting: Duty Rate Country Source, default ‘Supplier Country’.
Sales Orders
Route and Route sequence can now be specified from the shipping tab, with the default being populated from the related customer record.
Sales Enquiries
Order Source can now be specified on order creation.
Tax Returns
Made an enhancement to consider the scenario where the VAT is estimated from the supplier's invoice and the invoice has no VAT.
Various bug fixes
V8.0000.04 - January 2021
Highlights
Tax Codes:
New flag called 'Postponed VAT Account' added to account for postponed import VAT. More information about the HMRC guidelines can be found here
Tax Returns:
A new option has been added to zero boxes 2, 8 and 9 as they no longer need to be reported on after the transition period for leaving the European Union.
New System Option: Zero values in boxes 2, 8 and 9', Default 'N' (No).
Users:
To mitigate client side memory issues exporting large sets of data (using the right click action under Grid Settings -> Export -> To Excel), an option has been added to retrieve the data without formatting:
New User Setting: o 'Grid export - use unformatted output for xlsx', default 'N' (No).
Various bug fixes
V8.0000.03 - December 2020
Highlights
Making Tax Digital:
Added support to allow the use of a proxy.
Manufacturing Orders:
It is now possible to change the due date on a manufacturing order with multiple sub-contract processes.
New Option: "Allow manufacturing order due date to be changed when linked to a subcontract PO", default 'N' (No).
Users:
Added a WinManGO Pin field, which if enabled generates a 4 digit pin code for the user which can be used as an alternative authentication method in various WinMan Go Apps.
Various bug fixes
V8.0000.02 - November 2020
Highlights
General:
Added EORI number field to the application tab of the System Options program.
Added support for Swedish translation of WinMan.
Goods Receiving Calendar:
Various process controls added which allows our development team to create customisations tailored to your requirements.
Inter-Company:
Added two system options allowing for automatical creation of the sales order when a purchase order is firmed and the goods receipt when a shipment is finalised.
Automate Goods Receipt creation when Inter-company SO is shipped, default 'N' (No).
Automate Sales Order Creation when Inter-company PO is firmed, default 'N' (No).
Added a system option to determine the default Inter-Company Sales Order Prefix.
Inter-company Sales Order Prefix, options based on prefixes which have 'Intercompany Prefix' ticked.
Sub Contracts:
It is now possible to amend the due date of a sub contract item, after it has been partially received.
Various bug fixes
V8.0000.01 - October 2020
Highlights
Commission Payments:
Added a new system option to use the currency rate from the sales order rather than the current rate.
New Option:"Use Sales Order Exchange Rate if Exchange Rate has changed since Invoicing", default 'N' (No).
Production Scheduler:
The list of activity centres has been reworked to show groups of cells and their related activity centres. A cell can be ticked on the treeview which then shows every related activity centre as a row. Cells will be sorted by sequence and then alphanumerically, the same goes for activity centres. New sequence fields have been added to cells and activity centres.
Reports:
Using a new system option, the invoice address can now be shown instead of the delivery address on the 'EC Sales' report.
New Option:"EC sales transactions to be based on the invoice address rather than the delivery address", default 'N' (Use Delivery Address).
Various bug fixes
WinMan Version 8 - Now Available
Highlights
General:
Concentration on UI and UX
Searches can now be popped out automatically after pressing enter to perform a search.User Setting:“Search show results grid”, default “N” (No).
WinMan can now be scaled using the screen resolution, with the relevant setting enabled.User Setting:“Scale WinMan using screen resolution”, default “N” (No).
Dashboards:
Various dashboards have been refreshed for a more modern look and feel, they are available to you on request
Requesting new dashboards will overwrite your existing ones, which may or may not have customisations. The new dashboards will not automatically carry over custom work done for you. If you wish to update your dashboards and include your custom information, please contact us.
V7.0098.60 - August 2020
Highlights
Various bug fixes
V7.0098.59 - July 2020
Highlights
General:
Scanned documents can now be saved as PDF instead of TIFF format, using a new system option.
System Option: "Convert scanned documents from Tiff to PDF.", default "N" (No).
Container Planning:
Added Purchase Order Item description to the item selection grid.
Inventory Review:
When logged into all sites, inventory review will now show all sites on open if the following option is enabled:
System Option:"Default to all sites when logged in as all sites", default "N" (No).
Jobs:
Purchase Order ID has been added as a new column on the confirmed items grid.
Sub Contracts:
Added the Delivery Confirmed flag to the header and items of a subcontract, in line with regular purchase orders.
Where used:
Items will be shown in red if the effectivity date on the structure is not valid.
Various bug fixes
V98.58 - June 2020
Highlights
Goods Receiving:
Go To Purchase Orders drill down added for unscheduled orders.
Manufacturing Orders:
Comments can now be added at the end of the wizard to swap out components.
Payment Runs:
Notes can now be added to the header record.
Purchase Orders:
Search now displays supplier name instead of supplier ID, in line with the sales order search.
Supplier Cross References:
Export now includes price break fields "QuantityBreak" and "PriceBreakCost" to facilitate re-importing changes.
Various bug fixes
V98.57 - May 2020
Highlights
Cash:
New action to create a sales debit note
System Option:"Enable Posted Sales Debit Notes", default 'N' (No)
Sales Enquiries:
Added CRM Company prompt text
Added Product prompt text
Credit checking after a company is selected
Credit checking before a sales order is created
TaxCode was added as a possible option for the system option "Determine which fields you wish to display in Sales Enquiries"
New columns made available in the item grid:
TaxCodeID
CustomerQuantity
CustomerCurPrice
PromptText
Sales Orders:
'Is Service Type' flag added when adding a free text item and will be copied over to the sales invoice item so it can be excluded on the VAT return
Added an option to specify whether to keep the site of a copied order instead of the default site
System Option:"Copy site from original Sales Order when copying", default 'N' (No)
Various bug fixes
V98.56 - April 2020
Highlights
Customer Review:
Added a column to show invoice notes, this requires a system option due to possible performance impact
System Option:Show invoice notes column, default 'N' (No)
Goods Receiving:
Added "Supplier Lot Number" field to items and UOM info table entry screens
Added "Supplier Lot Number" column to the received items grid
Added "Job ID" column to purchase order selection grids
Inventory Review:
Added "Supplier Lot Number" field to "Increase Inventory" and "Change Lot Number" actions
Added "Supplier Lot Number" column to stock and transaction grids
Added "Parent Product ID" and "Parent Product Description" columns to the transaction grid
Manufacturing Orders:
Cascaded orders now takes site defaults into consideration
Added "Supplier Lot Number" column to the stock issue, stock allocate, allocated stock and WIP grids
Production Scheduler:
Added a (B)efore and (A)fter option to the midpoint scheduling system option, enabling the user to move all processes before or after a certain sequence
System Option:"Always mid-point schedule after changes (Y)es, (N)o, (P)rompt, (B)efore, (A)fter", new options 'B' (before) and 'A' (After)
Sales Orders:
Added "Supplier Lot Number" column to the order items grid
Shipments:
Added "Supplier Lot Number" column to the pick batch and items grid
Sub Contracts:
Added "Supplier Lot Number" column to the pick batch and items grid
Supplier Contracts:
Added an action to close a contract
Where Used:
Added the "Active" column from the related product
Various bug fixes
V98.55 - March 2020
Highlights
Avalara US Tax Integration:
Customers with Avalara accounts can now use it in conjunction with WinMan to calculate US Sales Tax
Manufacturing Orders:
Cascaded Manufacturing Orders can now be created using the optimum order quantity of the components using a new system option.
System Option:Create cascading orders based on optimum order quantity, default 'N' (No)
Equipment Categories:
New module to create equipment categories as a way of grouping test equipment
Test Equipment:
New field to select equipment category
Various bug fixes
Support Portal Changes
Filters:the ability to search and filter cases
Development Work Information:new report to view a list and status of outstanding development work
V98.52 - January 2020
Highlights
Build to Ship:
Sales Order picking location can now automatically be applied to the manufacturing order of a build to ship product, components will be picked from that location if inventory is available and the manufactured item will be placed there as well.
New option: Build to ship - use picking location for manufacturing order, disabled by default.
Inventory Review
When logged in using All Sites, inventory review will now open using the All Sites view by default, instead of the first site in the list.
Various bug fixes
V98.51 - December 2019
Highlights
Inter-Company
Option to apply the inter-company purchase order item price to the sales order item.
Option for Global GL Inter-company sales orders use the price from purchase order, default 'N' (Use
standard system pricing)
Reports
Standard Cash Flow Report now takes Direct Debits into consideration
Various bug fixes
V98.50 - December 2019
Hot fix
V98.49 - November 2019
Highlights
Catch Weight Management integration for products with variable weights
Products can be marked as 'catch weight' via the settings tab of the products
CRM Companies
To improve loading speed on older records, the sales orders tab by default now shows the most recent
orders, similar to Customer Review; this can be overridden by clearing the BOB filter
Customers
Consignment stock can now be shared
New Setting 'Share consignment stock with' needs to contain the customer ID of the customer record
that is set up for consignment
Inventory Review
Functionality added to create and manage pallets
Goods Receiving
Functionality added to create and manage pallets
RMA
Added Fault Code Description column to Returned Items grid
Shipments
Stock can be allocated to a shipment by earliest expiry date instead of the oldest effective date
first
New System Option
Issue by expiry for products with Track Shelf Life set, default 'Y' (Expiry Date)
Tax Returns
New profiles to exclude sundries or free text items from the VAT return if the item is flagged as
service on purchase and sales invoices
If the item is a sundry, then the Sundry setting 'Is Service Type' is taken into account
If the item is free text, then the purchase or sales invoice item's flag will be taken into account
New System Option to exclude service sundry from box 8, default 'N' (No)
New System Option to exclude service sundry from box 9, default 'N' (No)
Various bug fixes
V98.48 - October 2019
Highlights
Manufacturing
Option added to customise the length of a cascaded MO suffix
Option for Manufacturing order cascade identifier minimum length (default 3)
VAT Return
Added two new options against journal items to include EC Sales or Purchasing in the VAT return
Various bug fixes
V98.47 - September 2019
Highlights
Inventory Review
Two fields have been added on the stock tab to show the filtered value of quantity and value
outstanding, click the 'Σ' button to recalculate
Products
Added manufacturer description column to product cross-references grid
Cycle Class for Cycle Counting has been added as an importable field
RMA
Replacement orders can now use the original sales order prefix, instead of the site default, using a
system option
Option to Use Original SO Prefix and SO Site when creating replacement orders for RMA's, default:
'N' (No)
Tools Menu
Added an 'Amend Email Password' option that can be accessed by all users to update the default email
password
Work Management
Added (de)select all right-click functionality on managed users
Various bug fixes.
V98.46 - August 2019
Highlights
Programs - Security
Added a right-click action on security areas to manage programs, complementing the existing drag and
drop functionality
Goods Receiving
Aligned the item selection grid units of measure columns with the main received items grid
MRP
Amendment to option "Average Sales Calculation Method", adding option values G and H which take job
and MO issues into account, see option notes for more information
Products
An option has been added to determine if cycle counting settings are to be retained when using the
copy products tool
System Option to Copy Cycle Counting when utilizing the Copy Product facility, default 'N' (No)
Sales Orders
The Add Matrix Products action no longer shows style/colour/size combinations of inactive products
Added Gross Value column to sales order items grid
Various bug fixes.
V98.45 - July 2019
Highlights
General
Active Directory username can now be linked to a WinMan username to facilitate logging in using
Windows Authentication. To enable this functionality, add the Active Directory username to the
“Windows user name” field in the Users module of WinMan and activate the system option
System Option - Enable Windows Authentication User field, default 'N' (disabled)
CRM Contacts
Primary Contact flag has been inserted into the information tab, only one primary contact per CRM
Company
Various information grids can display the flag via the manage columns action
Import tool for contacts allows this flag to be mapped to an Excel column
Inventory Review
Added column Requested Date to the inventory requirements tab which is taken from the source order
line
Manufacturing Orders
Unplanned issues wizard will now ask to define the WIP cost type (setup or standard)