Purchase Order Strict Assignments and Fixes

Purchase Order Strict Assignments

(Affects TidyEnterprise TidyWork TidyBuild)

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 TidyEnterprise TidyWork TidyBuild TidyStock)

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 TidyEnterprise TidyWork TidyBuild TidyStock)

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 TidyEnterprise TidyWork TidyBuild)

The standard Quote Documents now include unit dimensions for materials.

Fixes

(Affects TidyEnterprise TidyWork TidyBuild)

Fixed an issue which sometimes caused the Data Export reports DS01 or DS02 to fail.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Fixed a bug which meant pressing the Edit button on a Material Item expanded it in display mode, instead of edit mode.

(Affects TidyEnterprise TidyStock)

Fixed Branding Theme for Credit Notes not being sent correctly through to Xero.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Fixed material category codes auto generated during a material import were using invalid symbols.

(Affects TidyEnterprise TidyWork TidyBuild)

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 TidyEnterprise TidyWork TidyBuild)

Fixed Physical State address not imported during a customer import.

(Affects TidyEnterprise TidyStock)

Fixed newly added Sale lines not picking the default tax rate from the Customer.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Fixed tax column not displayed correctly when disabled.