Releases

Purchase Order Strict Assignments and Fixes

18 January 2018

Purchase Order Strict Assignments

(Affects TidyWork, TidyBuild, TidyEnterprise)
This optional new feature requires the Purchase Order price to match the cost on the Project. It also requires the total quantity assigned to match the total purchased. Without this feature, warnings are displayed when there is a mismatch However with this feature turned on, the match is enforced.

By default this feature is switched off.

To turn this feature on you must ensure you already have "Require Assignment" enabled in Company Settings on the Sales & Purchases tab, under Purchase Orders. Then, in the same area you can then tick the "Enforce Strict Assignments" checkbox. (It can be turned off by unchecking the same box).


Other Enhancements

(Affects all Tidy products)
Additional special characters are now allowed in the Material Item Code. Previously it was limited to uppercase letters, numbers and '-' and '_'. Now you can also use '.' '/' '\' .

(Affects all Tidy products)
The Custom Document Template for Purchase Orders can now display the Stock Reorder Level per line. Use by placing the tag {{ StockReorderLevel }} inside the {{ #foreach PurchaseOrderLines }} tags.

(Affects TidyWork, TidyBuild, TidyEnterprise)
The standard Quote Documents now include unit dimensions for materials.


Fixes

(Affects TidyWork, TidyBuild, TidyEnterprise)
Fixed an issue which sometimes caused the Data Export reports DS01 or DS02 to fail.

(Affects all Tidy products)
Fixed a bug which meant pressing the Edit button on a Material Item expanded it in display mode, instead of edit mode.

(Affects TidyStock, TidyEnterprise)
Fixed Branding Theme for Credit Notes not being sent correctly through to Xero.

(Affects all Tidy products)
Fixed material category codes auto generated during a material import were using invalid symbols.

(Affects TidyWork, TidyBuild, TidyEnterprise)
Fixed the problem of being unable to save a Project, if it had been modified in another browser session, while it was open for editing.

(Affects TidyWork, TidyBuild, TidyEnterprise)
Fixed Physical State address not imported during a customer import.

(Affects TidyStock, TidyEnterprise)
Fixed newly added Sale lines not picking the default tax rate from the Customer.

(Affects all Tidy products)
Fixed tax column not displayed correctly when disabled.