MYOB EXO Businesshelp.myob.com.au/exo/releasenotes/verhist/MYOB EXO Business 2015.x...Documents on Inwards Goods ... related to the transaction. This change ... MYOB EXO Business 2015.x

MYOB EXO Business

Version History

2015.x

MYOB EXO Business 2015.x Version History Page 2 of 62 Copyright 2017 MYOB Technology Pty Ltd.

Contents Introduction 1

EXO Business 2015.5.1 2

Resolved Issues ......................................................................................... 2

EXO Business 2015.5 3

New Features ............................................................................................ 3

Changes to Supported Platforms ............................................................................ 3

Updates to Business Alerts ..................................................................................... 3

Updates to GL Searching ........................................................................................ 4

Bank Feeds in Bank Reconciliations ........................................................................ 4

Company Search Templates in EXO CRM ............................................................... 7

New Get Profile Functions ...................................................................................... 8

Documents on Inwards Goods ............................................................................... 8

Integrated Cashbook Update.................................................................................. 9

New Zealand Business Number .............................................................................. 9

Job Costing Updates ............................................................................................. 10

Update to the Ledger Posting Process ................................................................. 10

Resolved Issues ....................................................................................... 11

EXO Business Core ................................................................................................ 11

EXO CRM ............................................................................................................... 11


New Features .......................................................................................... 12

Bank Feeds ............................................................................................................ 12

Extra Fields on Works Orders ............................................................................... 20

Creditors Payment Processor Sort Order ............................................................. 21

EXO Protocol Updates .......................................................................................... 21

Updates to Document Management .................................................................... 22


Resolved Issues ....................................................................................... 24


EXO CRM ............................................................................................................... 25

EXO Job Costing .................................................................................................... 26


New Features .......................................................................................... 27

Custom Table Extra Fields ..................................................................................... 27

Company Search Templates ................................................................................. 28

Notifications .......................................................................................................... 29

Serviceable Unit Display Names ........................................................................... 30

EXO URL Protocol Updates ................................................................................... 30

New Icons ............................................................................................................. 31

Resolved Issues ....................................................................................... 31



New Features .......................................................................................... 32

Enhancements to the exo:// URL Protocol ........................................................... 32

Performance Improvements ................................................................................ 33

Update Logging ..................................................................................................... 33

Changes to Object Locks ....................................................................................... 34

Resolved Issues ....................................................................................... 35


EXO CRM ............................................................................................................... 35

Clarity Reports ...................................................................................................... 35

EXO Business 2015.1 SP3 36

New Features .......................................................................................... 36

Updates to EXO Job Costing ................................................................................. 36


Resolved Issues ....................................................................................... 38


EXO Job Costing .................................................................................................... 38


New Features .......................................................................................... 39

Changes to EXO CRM ............................................................................................ 39

Changes to EXO OnTheGo .................................................................................... 40

Resolved Issues ....................................................................................... 41


EXO Job Costing .................................................................................................... 41


Resolved Issues ....................................................................................... 42

EXO Intercompany ................................................................................................ 42


New Features .......................................................................................... 43

Support for SQL Server ......................................................................................... 43

Changes to Sales Orders ....................................................................................... 43

Narratives on Supply ............................................................................................. 46

Bulk Sales Order Supply Enhancements ............................................................... 47

Search Templates ................................................................................................. 48

Stock Search Enhancements ................................................................................. 51

Updated Analysis Tabs .......................................................................................... 52

Sales Order Print and Email Options .................................................................... 53

Custom Search Fields on Non Accounts ............................................................... 53

Updated Sales Order Report ................................................................................. 53

Updated Education Centre ................................................................................... 54

Introduction


Resolved Issues ....................................................................................... 55


Clarity Reports ...................................................................................................... 58

EXO Job Costing .................................................................................................... 58

EXO CRM ............................................................................................................... 59

EXO Intercompany ................................................................................................ 59

New Profile Settings 60

Added in 2015.1 ...................................................................................... 60

Added in 2015.4 ...................................................................................... 60

Added in 2015.5 ...................................................................................... 61


Introduction This document contains a compilation of the Release Notes information for all previous MYOB EXO Business releases from 2015.1 to 2015.5.1. Information for each release includes, where appropriate:

• New Features, which describes all new features introduced in the release.

• Resolved Issues, which describe all issues that were addressed by the release.

The New Profile Settings section at the end of this document details any new profile settings that were introduced in each release.

Note: For details of the most recent release, see the MYOB EXO Business Release Notes document.


EXO Business 2015.5.1 EXO Business 2015.5.1 is a Service Pack release that addresses an issue identified in the 2015.5 release.

Resolved Issues

Service Request ID Description

127043737215 126783397985

The Generate Credit right-click menu option on the Transactions tab of the Debtor Account Details window did not create a stock transaction to put the item back into stock on hand, as it was incorrectly processing it as a credit for a job proforma invoice. This has been resolved.

EXO Business 2015.5


EXO Business 2015.5

New Features

Changes to Supported Platforms

This release adds support for Office 2016 and Windows 10.

Note: The addition of support for Office 2016 affects all EXO Business functions that interface with Outlook 2016 using MAPI, including activity synchronisation.

Updates to Business Alerts

A new Invert Rule option is available on the Options tab when editing Business Alerts:

Ticking this option means that the Business Alert will be triggered when the inverse of the rule conditions is met; it effectively places a NOT operation in front of the rule conditions.

Also, a new @FREIGHTFREE parameter is available for Save Sales Order, Supply Sales Order and Save Debtor Invoice alerts. This parameter returns 'Y' if the transaction is freight free; otherwise it returns 'N'. This parameter can be used in a rule condition such as:

((STOCKCODE='FREIGHT') AND (QUANTITY * UNITPRICE <> 0)) OR ('@FREIGHTFREE' = 'Y')

EXO Business 2015.5


Updates to GL Searching

GL Search Templates

This release adds the ability to set up search templates for GL accounts and GL subaccounts. When creating search templates in EXO Business Config, new options for “General Ledger Account” and “General Ledger Subaccount” options are available in the Search Template Type dropdown:

Note: The new types are stored in the TYPE field of the SEARCH_TEMPLATES column as GL and GLSUB. In this release, the TYPE field has been redefined from char(1) to varchar(5).

GL search templates are now available on the standard General Ledger Account Search window:

Note: When used in EXO Job Costing, GL search templates work with the SQL statement to select sales GL accounts profile setting.

New Column on Subaccounts

A new FULLACCOUNT field has been added to the GLSUBACCS table. This is a computed field that contains the full account code, including the subaccount’s parent account.

Bank Feeds in Bank Reconciliations

This release adds interaction between the Bank Feeds and Bank Reconciliation functions in EXO Finance. Transactions that have been matched in Bank Feeds will be

EXO Business 2015.5


highlighted on the Bank Reconciliation window, indicating that they can be reconciled straight away.

Performing a Bank Feeds Reconciliation

When starting a new bank reconciliation, a new Bankfeed option is available on the New Bank Reconciliation window, if bank feeds have been set up for the selected bank account:

When performing a Bank Feeds reconciliation, all transactions matched by Bank Feeds are highlighted green:

Clicking on a green transaction on one side of the window automatically highlights the matched transaction on the other side.

New Show Matched Items and Show Unmatched Items options are available in the Setup menu to filter the window to show only matched/unmatched transactions.

A new Select Matched GL Items is available in the Tools menu. Selecting this option automatically selects all matched transactions, so they can all be reconciled in one operation.

EXO Business 2015.5


You can also reconcile matched transactions one at a time by double-clicking on them, or select a group of matched transactions using CTRL and reconcile them all at once.

Unmatched Transactions

Any transactions that have not been pre-matched by Bank Feeds must be reconciled manually. To do this, click on one or more unmatched GL transactions (hold down CTRL to select multiple transactions), then click on the unmatched bank transaction(s) that relate to the selected GL transaction(s). Click Reconcile to remove all selected items from both sides of the Bank Reconciliation window. (If the values do not match, the usual bank reconciliation error message will appear.)

Other Reconciliation Methods

If you perform a Manual or CSV reconciliation on a bank account that has bank feeds defined, this can have an effect on the reconciliation process.

When performing a Manual reconciliation on a bank account that has bank feeds set up for it, pre-matched GL transactions are highlighted in green, as they are for a Bank Feeds reconciliation. Highlighted transactions can be reconciled straight away.

When starting a CSV reconciliation on a bank account that has bank feeds set up for it, a warning message will appear:

If you choose to continue, only unmatched transactions will appear on the Bank Reconciliation window.

EXO Business 2015.5


Company Search Templates in EXO CRM

Company search templates can now be used on Company Search windows in the EXO CRM module:

To enable a company search template for use in EXO CRM, make sure the Customer Search option is ticked on the Availability tab when setting up the search template:

EXO Business 2015.5


New Get Profile Functions

This release adds the following functions to the EXO Business database:

• FN_GET_PROFILE_TYPE

• FN_GET_PROFILE_VALUE

• FN_GET_PROFILE_VALUE_INT

• FN_GET_COMPUTER_PROFILE_ID

• FN_GET_SECURITY_PROFILE_ID

• FN_GET_USER_PROFILE_ID

These functions are equivalent to the existing Get Profile stored procedures, but as functions, they are more useful than the stored procedure equivalents—they can be called from within a computed field or stored function, for example.

Documents on Inwards Goods

The Inwards Goods Receipt and Inwards Goods Costing windows now have Documents tabs:

These tabs behave in the same way as the Documents tabs that are available on other records. You can add and remove documents using the standard document toolbar buttons, and you can attach a document by dragging and dropping it onto the Documents tab.

When creating an Inwards Goods Receipt, any documents attached to the Purchase Order(s) being receipted will be copied to the Documents tab of the receipt.

EXO Business 2015.5


Integrated Cashbook Update

A Subledger Account column has been added to the Integrated Cashbook:

This column can be used for Income and Expense lines, and lets you specify the sub-ledger source account (Creditor, Debtor or GL) related to the transaction. This change brings the Integrated Cashbook window in line with the Bank Feeds Transaction Entry window that was introduced with Bank Feeds in EXO Business 2015.4.

New Zealand Business Number

For New Zealand installations, it is now possible to enter a New Zealand Business Number on the Company Details section in the EXO Configurator:

EXO Business 2015.5


Job Costing Updates

Workflow Constraints

Workflow constraints on Job Statuses are now applied when invoicing and crediting jobs. When a job is invoiced or credited, a window appears asking the user if they want to change the job’s status; this window now display only statuses that are allowed by the workflow constraints on the job’s current status. The window also displays “(Lock Job)” next to a status if changing the job to that status will cause it to become locked, i.e. read-only:

Attaching Multiple Lines to a Kit

It is now possible to select multiple lines and attach them to an existing kit on a job in one operation. The option Marked Lines > Attach to Kit has been added to the right-click context menu.

Writing off Lines when Crediting a Job

When a credit note is generated from a job, the system can now ask the user if the credited lines should be written off automatically, depending on the new Write off job lines when generating a credit note User-level profile setting. If this is set to “Prompt”, the user will be asked if they want to write off the affected lines; if it is set to “Never”, lines will have to be written off manually.

Update to the Ledger Posting Process

By default, when posting balance sheet transactions, the branch is set to the default balance sheet branch, as configured in the Business Essentials > General Ledger section of EXO Business Config. A new Retain the transaction branch on balance sheet GL transactions profile setting allows the transaction branch detail to be transferred on balance sheet GL transactions when posting to GL, rather than setting all balance sheet entries to the default branch for balance sheet.

Note: Enabling this setting means that the trial balance by branch will not balance.


Resolved Issues

EXO Business Core


11377141392 14431615784 12320631738 12153842572 11377372163 11377372131 11377372080 11377371897 11377371854 11377371831 11377371817 11377371694 11377371661 11377141398

The Invoice Search window now defaults to searching across all branches.

12059944410 12056903681 11290128879 18681875021 11912258159 11202721534

After entering a new line on a Creditors Invoice, the line periscope was not available until the user changed to a different line. This issue occurred when EXO Business was run in Windows Aero mode, i.e. running executables with the /AERO flag. This has been resolved.

18950850063 18912108901 116995863992 112791584091

The Taxable Payments Annual Reports (CITP_TaxReturn.CLF and CITP_Details.CLF) did not calculate GST correctly. This has been resolved; updated versions of these reports have now been added to the default library of EXO Business reports.

- It was not possible to process auto-reversing journals in a previous period. This has been resolved.

- For some instances of the General Ledger Account Search window, after entering text and pressing TAB to open the window, the text would not appear in the Search Key field. This has been resolved.

- After opening a Purchase Order and then closing it, the Purchase Order search screen reappeared, but with the toolbar of the Purchase Order window instead of the search window toolbar. This has been resolved.

EXO CRM


115620626287 115592003731 Adding the EXO Business CRM module to an installation would delete the TASKS_VIEW database view. This has been resolved.

124662040394 124591122891 125608044079 123874321311

It was not possible to set a reminder for a newly created activities; users had to close the activity and re-open it to be able to edit reminders. This has been resolved.

EXO Business 2015.4


EXO Business 2015.4

New Features

Bank Feeds

This release introduces the Bank Feeds function, which is included in the EXO Finance module. Bank Feeds downloads bank statement transactions using an online service, and matches them to transactions in the EXO Business database. This streamlines the bank reconciliation process by pre-matching transactions before they are brought into the bank reconciliation.

Note: Fair use limits apply to Bank Feeds - an additional fee may be charged when processing large transaction volumes. Contact MYOB for more information.

Bank Feeds can be opened by selecting Bank Feeds from the Account menu in EXO Finance, or by opening the Finance.exe executable with the BF command line option.

Setting up Bank Feeds

The following details are needed to connect to the Bank Feeds service:

• A my.MYOB account – your Business Partner will need to contact MYOB’s administration team with your details to sign you up for an account.

• A Business Reference Number (BRN), which uniquely identifies an EXO Business database – contact your Business Partner for the BRN for your database (they will be given it after your my.MYOB account is created).

Note: See Appendix 2 on page Error! Bookmark not defined. for a step-by-step walkthrough of the process of setting up bank feeds.

Company Details

When you sign up for bank feeds, you will be given login details for your bank feeds account; these will be needed once you begin using the Bank Feeds application. Before this, you must set up the EXO Business system for bank feeds by entering your MYOB customer reference number into the new Business Reference Number field on the Company > Company Details section of EXO Business Config:

EXO Business 2015.4


Note: The MYOB customer reference is now displayed on the About window.

Account Details

You must add and set up the bank accounts that you are receiving bank feeds from. Open the Bank Feeds window and click Manage Bank Accounts. The first time you do this, you will be prompted to enter the login details for your my.MYOB account. For security reasons, this must be the specific login associated with this database—if you have another my.MYOB login not yet associated with this database, this will not work. After you log in, the Setup Bank Feeds Account window will appear, showing the details of any bank accounts that have already been added:

Note: This screen is also available in EXO Business Config at Admin > Banks > Bank Feeds (Setup Accounts).

To add a new account, click the Add a bank account button to open the Bank Feed Application window:

EXO Business 2015.4


Enter the details of the account and click Submit Application. Your application will be submitted and the system will generate a Client Authority Form as a PDF document. You will need to date and sign this form, and return it to the address at the top of the form so that your application can be processed. Any accounts that are pending activation are displayed on the All Applications tab, where you can view their status.

All active bank accounts must be linked with a General Ledger account in EXO Business. To assign a GL account to a bank account, double-click on a bank account, or select it and click Edit. The Details tab appears, where you can enter the GL account to assign to the bank account and save.

Bank Feed Rules

By default, Bank Feeds attempts to match transactions based on their date and amount. You can set up your own rules for matching transactions or creating new EXO Business transactions based on transactions from bank feeds. Set up rules for bank feeds by clicking the Setup Rules button in the Bank feeds module, or configure them in EXO Business Config at Admin > Banks > Bank Feed Rules.

EXO Business 2015.4


The Setup Bank Feed Rules window lists all rules that have been set up. Rules are listed in priority order—this is the order in which they will be applied to the bank feed transactions. Rules can be re-ordered by dragging and dropping the rule you want to move.

Note: Matching rules (including the default “date and amount” matching rule) are always applied before transaction creation rules; the priority order applies to rules of the same type.

EXO Business 2015.4


A number of default rules are installed with Bank Feeds; to create a new rule, click New, or select and existing rule and click Copy.

You can set up rules for matching bank feed transactions to existing EXO Business transactions. The Rule Conditions will be used to find bank feed transactions, then the Action Conditions will be used to find EXO Business transactions to match them to.

You can also set up rules to create new EXO Business transactions to match to bank feed transactions. The Rule Conditions will be used to find bank feed transactions, then the Action Conditions will be used to populate the new EXO Business transactions that are created for them. Separate rule types are available for each type of transaction: Debtor, Creditor, Expense, Income or General Ledger.

Transaction creation rules have a Manual option – if this option is ticked, the rule won’t be used to create transactions automatically; instead it will be an available option when creating transactions manually on the main Bank Feeds window (see “Creating Transactions” on page 19).

EXO Business 2015.4


Using Bank Feeds

To begin matching transactions using Bank Feeds, click the Get Bank Transactions toolbar button to download the latest transactions, then select a bank account from the Accounts dropdown to view the transactions for that account:

New transactions are matched using a default matching rule (transactions are matched if they have the same date and amount) and any custom rules you have set up. Rules are applied in the following order:

1. Custom matching rules (rules with the rule type “Match”) are applied in order of their priority on the Setup Bank Feed Rules window.

2. Any unmatched transactions are matched according to their date and amount. 3. Custom transaction creation rules (rules with any of the “Create ... Transaction”

rule types) are applied to any unmatched transactions in order of their priority on the Setup Bank Feed Rules window.

4. Any remaining unmatched transactions must be matched manually.

Each match must be approved, or you can click Approve All on the main toolbar to approve all matches. Approved transactions will be removed from the list the next time you refresh it. You can see all transactions that have been approved by selecting “Approved” from the Display Transactions dropdown.

If a rule matches multiple EXO Business transactions to one bank feed transaction, a Possible matches found link will appear in the Your Transactions section. Click this link to display all transactions and select one to match the bank feed transaction to.

Details of matched transactions appear in the Your Transactions section of the main Bank Feeds window next to the bank feed transactions they were matched to. You can click Undo to un-approve the match and unlink the EXO Business transaction from the bank feed transaction if necessary. Clicking the icon opens the GL Batch Transactions window, showing the GL transactions that relate to the transaction.

EXO Business 2015.4


The following options are available for manually matching any transactions that were not matched automatically:

• Click Find to find an existing EXO Business transaction to match the bank feed transaction to.

• Click New to create a new EXO Business transaction to match the bank feed transaction to.

• Select multiple transactions and click Create Transactions on the main toolbar to create new EXO Business transactions to match all of the selected the bank feed transaction to.

Note: If there are any transactions in the list that don’t need to be matched, you can hide them by selecting them and clicking Hide Transactions. You can see the hidden transactions by selecting “Hidden” from the Display Transactions dropdown.

Finding Transactions

Clicking the Find button next to an unmatched bank feed transaction opens the Find a Matching Transaction window:

By default, this window searches for all unmatched EXO Business transactions that are within 10 cents of the bank feed transaction’s amount and within one month of its date. You can narrow or broaden these filters to find more or fewer transactions. Once you have located the EXO Business transaction that you want to match the bank feed transaction to, select it and click Match.

EXO Business 2015.4


Creating Transactions

To create a new transaction to match a bank feed transaction against, click the New button next to an unmatched bank feed transaction, or select multiple unmatched transactions and clicking Create Transactions.

Select the type of transaction to create from the dropdown menu that appears. Available options depend on the kind of transactions it is—for transactions with a Withdrawal amount, you can create a Creditor, General Ledger or Expense transaction; for transactions with a Deposit amount, you can create a Debtor, General Ledger or Income transaction.

Once you have selected a transaction type, the Bank Feeds Transaction Entry window opens. This window functions the same as the Integrated Cashbook window.

Information from the selected transaction(s) is copied to the grid. Enter all other details and save. The new transaction(s) are created and matched to the selected bank transaction(s).

Invoice Search

If you’re not sure what a transaction relates to, you can right-click on one of its columns and select Lookup Invoice. This copies the text of that column to a new window, where you can select the relevant portion of it to use in an invoice search. Locating the invoice that relates to a transaction can help you determine how the transaction should be matched.

EXO Business 2015.4


Extra Fields on Works Orders

Extra Fields can now be set up for Works Order headers. The WORKSORD_HDR table is available for selection in the Table name dropdown when adding Extra Fields in EXO Business Config:

A new Extra Work Order Search Fields profile setting is available to add search fields (including Extra Fields) to the Works Order search window. This profile setting functions in the same way as the existing Extra … Search Fields settings.

Extra Fields in positions 1 – 12 appear on the Details tab of the Works Order window, above the production notes, while fields in positions 13 – 24 appear on the new Extra Fields tab:

EXO Business 2015.4


Creditors Payment Processor Sort Order

This release adds the ability to process transactions from the Creditors Payment Processor in order of Account Number, Account Name or Alpha Code—a new Sort By: dropdown is available on the Creditors Payment Processor window:

The new Default cheque printing order Company-level profile setting determines the default selection for this dropdown.

EXO Protocol Updates

The following improvements have been made to the exo:// protocol:

• When specifying a connection name as part of an exo:// URL, the connection name is no longer case sensitive.

• When an exo:// URL starts a new instance of EXO Business for a specific connection, that connection is now pre-selected on the login window.

EXO Business 2015.4


Updates to Document Management

Document Drag and Drop

EXO Business now supports dragging and dropping any document file onto a record’s Documents tab, in the same way that emails could be drag-and-dropped in previous versions. Dragging a file gives the option to save a link to the document, or to save the document to the database, then opens the Document Manager window where information about the document can be entered.

All records that have a Documents tab support drag-and-drop, including the new Documents tabs on Purchase Orders and Creditor Invoices (see below).

Documents on Purchase Orders

A Documents tab is now available on the Purchase Order window:

This tab functions in the same way as the Documents tabs that are available on other records. You can add, edit and delete documents relating to the Purchase Order using the standard Document Manager functions.

EXO Business 2015.4


Source Documents on Creditors Invoices

This release adds the ability to attach documents to Creditor Invoices. A new Documents tab is available on the Creditor Invoice Entry window; you can add a document by dragging the file onto this tab, as in other tabs.

After an invoice has been added, you can attach a document to it by right-clicking on the invoice on the Transactions tab of the Creditor Account Details window and selecting the new Attach Document option.

Note: Only one document can be attached to each Creditor Invoice. Adding a document to an invoice that already has one attached will result in the new document replacing the existing one.

To view the document attached to an invoice, right-click on it on the Transactions tab of the Creditor Account Details window and select the View Scanned Original option.

To remove the document attached to an invoice, right-click on it on the Transactions tab of the Creditor Account Details window and select the Unattach Document option.

Two new Company-level profile settings affect the process of adding documents to Creditor Invoices:

• Default creditor transaction document source folder – specifies the folder to open by default when adding a document

• Last used creditor transaction document source folder – specifies the last folder that a Creditor Invoice document was opened from.

The last used folder has priority; the default folder is only used if the former is blank.


Resolved Issues

EXO Business Core


11895000602 12430790502 12430790345 12430790308 12430790301 12430790264 12430790157 12430789960 12430789952 12430789925 12430789828 12430789821 12430631592 12430648572 12430648475 12419559341 11893807171

This release adds the ability to process transactions from the Creditor Payment Processor in order of Account Number, Account Name or Alpha Code—see page 21 for details.

12782287538 116995864254 116995864231 112443305461 112324732671 112234335391 111900828661 110673409599 15845366801 15323532421 14234780341 13721546621 13313872741 12658283928

Unrealised foreign exchange gains and losses could be incorrectly stated following the End of Period process, as the posting process always produced auto-reversing journal entries for unrealised FX gains and losses, but did not reverse them.

This issue has been addressed; the new profile setting Create unrealized foreign exchange gains and loss journal entries during the end of period process determines whether or not entries for unrealised FX gains should be created. The setting has three values: “Prompt” (the default), “Yes” or “No”.

Note: The new setting applies to the End of Period process; during the End of Year process, the user will always be prompted to create journal entries.

15023552333 14762260529 114984607793 112432938811 15005905505 15005905501 15005905491 14984545511 14589742271

This release adds the ability to set up Extra Fields to Works Order headers—see page 20 for details.

117742071299 117818923941 117792529621 117440667811

When duplicating an invoice on the Transactions tab of the Debtor Account Details window, the Unit Cost from the old invoice is copied to the new invoice instead of the correct current average cost price. This has been resolved.

13850808042 13766549421 11661513591

Transactions posted via the Integrated Cashbook Entry window always posted to the default Debtors or Creditors branch, even if a different branch had been specified on the transaction. This has been resolved.

19545794804 19545560315 An access violation error could occur when clicking on a dropdown menu after disconnecting a monitor, e.g. by removing a laptop from a docking station, or unplugging a monitor on a dual monitor system. This has been resolved.

19484727701 19475646372 When setting up a drop-down Extra Field, if the Key field and Display field were set to the same field, errors would occur when accessing screens that use the Extra Field. This has been resolved.

EXO Business 2015.4


12765421236 12739896131 Editing the Analysis age limit or Default posting page settings on the Current Period section of EXO Business Config asked the user if they wanted to repopulate the PERIOD_STATUS table; however, doing so would result in corrupted transaction data. This has been resolved; the prompt to repopulate PERIOD_STATUS no longer appears.

19565073670 19001790701 Business Alert emails did not include the correct Assigned To email address for alerts on the Save Opportunity event, unless the Assigned to Staff section of the alert was edited. This has been resolved.

19841241407 19774494421 When processing a Works Order, if a system prompt asked the user if they wanted to continue (e.g. if a Qty had been left at zero), and they clicked No, the Works Order would still be processed. This has been resolved.

16738478575 16673804411 When allocating a FX variance to a transaction in previous year, the variance amount would be doubled in the retained earnings. This has been resolved.

- The following changes have been made to the Integrated Cashbook to make it function more consistently with the rest of the system:

• The default code for a non-specified Cashbook default stock item is now “@” rather than “PPDISC”. In an upgrade, if the Integrated cashbook default stock code profile setting (CASHBOOKDEFAULTSTOCKITEM) is blank, it is updated to “@”.

• It is no longer possible to select a sub-account if the selected account is a child account (i.e. has a parent).

- When running a Mailshot process from the Creditors Payment Processor, the entire Creditors Ledger would be locked for the duration of the Mailshot. This has been resolved.

- Clicking the Sequential button on a serial number selection window resulted in errors. This has been resolved.

- Over time, the Documents tab on some records could become slow or unresponsive when opening documents. This has been resolved.

EXO CRM


12904723428 117883964101 12855655101

When using a Non Account on an Opportunity Quote, the system did not observe the tax rate hierarchy; quote lines always used the default Debtor GST rate specified in EXO Config, and were never overridden by GST rates on stock items. This has been resolved.

EXO Business 2015.4


EXO Job Costing


119893140379 121017134561 121171548231 121160687861 120624385041 119454546271

After invoicing a job, it was not possible to select a status other than “Finished” or no change; selecting any other status resulted in an error message and the status field would be left blank and the job could not be saved. This has been resolved.

117775415683 117437421934

When crediting a job, you are asked for the job’s status; however, the selected status was not being saved to the job. This has been resolved.

EXO Business 2015.3


EXO Business 2015.3

New Features

Custom Table Extra Fields

It is now possible to add Extra Fields to custom tables using the EXO Configurator. This makes it easier to set up custom tables that you want to access via the EXO API. Custom tables are accessed using the customtable endpoint, which was introduced in version 1.3 of the EXO API—see the EXO API Release Notes on the EXO Business Education Centre for more information.

Note: Custom tables can be created in the EXO Configurator (see page 18), or manually in SQL Server. If you are creating a custom table manually, it must include a primary key field; this field must be an integer, and should be named SEQNO.

When the EXO API is installed, the Extra Fields section in the EXO Configurator contains three subsections:

• Standard Tables – this is the existing Extra Fields section, which allows you to add Extra Fields to a selection of standard tables in the EXO Business database. This section is always available.

• Custom Tables (API) – this is a new section, which allows you to add Extra Fields to custom tables. This section is only available when the EXO API is installed.

• Manage Custom Tables – this is a new section, which allows you to set up the custom tables that Extra Fields can be added to. This section is only available when the EXO API is installed.

To add Extra Fields to a custom table:

1. Open the EXO Configurator and go to the System > Extra Fields > Manage Custom Tables section:

EXO Business 2015.3


2. Add the custom table:

• If you have already created the custom table in SQL Server, click Add Existing Table and enter the table name to create a new entry in this section.

• If the table does not already exist, click Create Table and enter a name for the custom table. The table is created in the EXO Business database and a new entry for it appears this section.

3. Go to the Extra Fields > Custom Tables (API) section and click New. The Table name dropdown contains all tables that you have added in the Manage Custom Tables section:

4. Add Extra Fields to the custom table in the same way as you would on standard EXO Business tables.

Company Search Templates

The release adds a new type of search template: company search templates can be used to return a list of company accounts. A new “Company” type is available when setting up search templates in the EXO Configurator:

Note: Company search templates are currently available for use via the EXO API only; they are not yet available on company search windows in EXO Business.

EXO Business 2015.3


Notifications

The Business Alerts feature can now be used to send notifications to a mobile device using the EXO OnTheGo mobile app. A new Action Type dropdown on an action’s Details sub-tab allows you to select an email message or a device notification:

You can select one or more staff members to receive the notification; the Recipients dropdown contains all staff who have the Allow OnTheGo Access option enabled.

When a notification arrives at the OnTheGo app, it can be tapped to open a related record. The On Arrival dropdown lets you specify which record should be opened when the notification is tapped. The available options depend on the kind of rule being configured—for example, for a rule on the “Save Sales Order” event, you have the option of opening the Sales Order itself, the Debtor account on the Sales Order, or the stock item on the relevant Sales Order line.

The Message Body can include any of the parameters that are available for email actions.

EXO Business 2015.3


Serviceable Unit Display Names

User-defined Display Names can now be configured for a range of labels in Serviceable Units. Entries for Serviceable Unit labels have been added to the DISPLAY_NAMES table; these labels can be configured in the Display Names section of the EXO Configurator:

EXO URL Protocol Updates

This release adds the ability to open individual activities using the exo:// protocol. In previous versions the exo://activity command opened the Activities window, showing all activities; it is now possible to use a URL like exo://activity(id) to open a specific activity in EXO Business, where id is the activity’s SEQNO.

A new exo://crm_activity(id) command is available to open a specific activity in the EXO CRM module.

EXO Business 2015.3


New Icons

The executables for all EXO Business modules have new distinct icons, making it easier to tell them apart in the task bar when several modules are open.

The initials on each icon correspond with EXO Business modules as follows:

Initials Module Initials Module

AA EXO Accountant’s Assistant EB EXO Business

AN EXO Analytics EF EXO Finance

AR EXO Fixed Assets (Asset Register) IC EXO Intercompany

CL Clarity Reports JC EXO Job Costing

CR EXO CRM PO EXO POS

CX EXO Configurator SB EXO Subscriptions

DA EXO Distribution Advantage WT EXO Job Costing Timesheets

Resolved Issues

EXO Business Core


112219958669 111939667771 111939667881

The Purchase Order Inward Goods process generated “Operation aborted” messages if the Creditor’s Default Invoice Mode was “GL” and the order was receipted as “Stock” and vice versa. This has been resolved.

118746388535 118703593841

When a Debtor Invoice was created from a Sales Order, Extra Fields information from the Sales Order lines was not copied to corresponding Extra Fields on the Debtor Invoice lines; this has been resolved.

EXO Business 2015.2


EXO Business 2015.2

New Features

Enhancements to the exo:// URL Protocol

This release adds new features to the exo:// URL protocol. To use these new features, you must replace the exoprotocolhandler.exe file with the version of the file supplied with this release. This must be done on all PCs that use the exo:// protocol.

New Commands

The following new commands are supported by the exo:// URL protocol:

Command Description

crm_saleorder Opens or searches for Sales Orders in the EXO CRM module.

crm_company Searches for company accounts in the EXO CRM module.

jc_purchaseorder Opens or searches for Purchase Orders in the EXO Job Costing module.

workorder Opens or searches for Works Orders in the core EXO Business module.

All of the new commands support searching for records with the ?search parameter,

e.g. workorder?search=test.

All of the new commands except for crm_company support opening an individual record by its ID code, e.g. crm_saleorder(11012).

Improvements to Searching

The ?search parameter now supports spaces in search terms, e.g. the URL:

exo://draccount/?search=test company

will search Debtor accounts using the search string “test company”.

The following commands now support an alternate ?find parameter, which offers

more options using % wildcards:

• company

• contact

• crm_company (new—see above)

• crm_contact (new—see above)

EXO Business 2015.2


You can use the ?find parameter in place of the ?search parameter as follows (in a URL, the percent symbol must be escaped with %25):

• ?find=test – return records that match “test” exactly

• ?find=test%25 – return records that start with “test”

• ?find=%25test – return records that end with “test”

• ?find=%25test%25 – return records that contain “test” anywhere in the name

For example:

exo://contact/?find=a%25

This will return all contact records whose name starts with a.

While the ?search parameter always opens the relevant search window, if the ?find parameter matches only one record, that record will be opened automatically

and the search window won't appear.

Performance Improvements

This release includes improvements to the system’s performance in several areas:

• The Exonetlib.dll DLL, which manages the connection to the EXO Business database, has been enhanced in this release to optimise the performance of database queries. Using the new version supplied with this release can result in speed improvements of up to 10% across the whole EXO Business system.

• The system’s performance has been improved when adding lines to Sales Orders. This improvement is particularly noticeable when copying Sales Orders and when populating a Sales Order using an Order Template.

• The system’s performance has been significantly improved when using serial numbers on products with large unit counts.

Update Logging

The DBUpdate process no longer attempts to email system information to MYOB on completion; the same information is now sent to MYOB automatically, with no user intervention required.

EXO Business 2015.2


Changes to Object Locks

This release includes enhancements to the management of object locks, to prevent historical object locks remaining in the system and warning users unnecessarily. The following changes have been made:

• All historical object locks are cleared when the DBUpdate process is run.

• Object locks are now recorded against the staff member’s ID, and the staff member is now displayed on object lock warnings:

• All object locks for logged out staff members are cleared, i.e. all object lock records associated with a staff member are deleted once that staff member’s session ID is not in the list of active session IDs.

EXO Business 2015.2


Resolved Issues

EXO Business Core


113497190815 110890068091 114562002371

Serial numbers could be missed out from the list of available serials if there was a large gap in the sequence. This has been resolved.

112959991963 112791626301

Processing a Purchase Order with negative stock quantities created incorrect stock journals on the Post Ledgers to GL window. This has been resolved.

114438344259 113362603971

Sales Orders performed slowly when adding new lines – this was particularly noticeable when copying Sales Orders or when populating a Sales Order using an Order Template. This has been resolved—see page 33.

114972354976 114971971525

This release includes enhancements to the exo:// URL protocol—see page 32.

- Using serial numbers on products with large unit counts resulted in performance issues. This has been resolved—see page 33.

EXO CRM


110664225601 110495083911

When splitting a line on an Opportunity, the OPPLINEID of the original line was duplicated to the new line. This has been resolved; new Opportunity lines are always given unique OPPLINEID values.

112996339418 114466896741 112725567631

It was not possible to delete lines from an unprocessed Sales Order in EXO CRM. This has been resolved.

Clarity Reports


11726134576 113332606445

When sorting a report on a mixed-case string variable, records could be missing from the report. This has been resolved.

EXO Business 2015.1 SP3



New Features

Updates to EXO Job Costing

Editing Job Invoices

This release adds the ability to edit invoices generated by the EXO Job Costing module. Users can edit the details of individual lines, delete lines and add new lines. Job invoices are edited in the same way as other Debtor invoices: right-click on the invoice on the Transactions tab of the Debtor Account Details window and select Edit Job Invoice to open the Edit Invoice window.

After making any edits to the invoice on a completed job, the system opens a window giving the option to change the job out of the “Completed” status:

Restrictions

The ability to edit job invoices is controlled by the existing Permitted level of access to debtor transaction editing User-level profile setting. This must be set to “Full invoice editing allowed” for users to be able to edit job invoices at the line level.

Regardless of the profile setting, an invoice cannot be edited if any of the following conditions apply:

• The invoice contains serialised stock items

• The invoice contains batch-tracked items

• The invoice has already been posted to the General Ledger

• The invoice is from a prior period

Editing Job Invoice Line Details

Users can edit selected details of each invoice line; the stockcode and quantity cannot be changed, but all other details are available for editing. This includes the item description, price and discount on each line.



Note: While users cannot change a line’s stockcode, it is possible to delete the line and add a new one with the new stockcode—see below.

Deleting Job Invoice Lines

Users can delete lines off a job invoice in the usual way—select the line and press the DELETE key. Deleting a line reverses the stock movement for that line, meaning that the stock item is returned to Work In Progress. This change is reflected in the job that the invoice originated from; the status of the relevant line is set back to “Ready to Invoice” on the Costs and Invoice tabs of the Job Details window.

Adding Lines to a Job Invoice

Users can add lines to a job invoice in the usual way—press the down arrow to add a new line then enter the detail. Adding a line to a job invoice creates a new transaction with the default stock location, not the job’s location.

The new line is visible on the invoice if you view it from the Billing Schedule tab of the Job Details window, but it does not appear on the Costs or Invoice tab.

Crediting Job Invoices

User can also credit job invoice by right-clicking on them and selecting Generate Credit for Job Invoice. When crediting a job invoice, users can edit line descriptions, but not stockcodes, quantity prices or discounts.

As with invoice editing, users can now remove lines from the credit, so that only some of the invoice is credited.

Note: Progress invoices cannot be credited from the Debtors Transactions tab; they must be credited from within EXO Job Costing. It is not possible to delete lines from a progress invoice credit.

Un-Write Off

This release reintroduces the ability “un-write off” job lines. The UnWrite-off right-click option is now available on the Costs and Invoice tabs.

Selecting this option generates new stock transactions to reverse the write off transactions and return the stock item to WIP. The sell price is now re-inserted to the price before write off. For periodic inventory systems, the WIP In date is set to the original date; otherwise it is set to the current date. The WIP Out date on the job transaction is set to null. The stock transaction does not affect average cost (because it is into WIP).


Resolved Issues

EXO Business Core


113057831609 113852152731 113197173291 112905751244 112905751231

Purchase Orders could not be generated when the profile setting Allow purchase pack description, quantity and price for alternate suppliers was disabled, as the line total would be incorrectly written to the discount amount. This has been resolved.

113280297782 113023754641 When running the EXO Business core module in POS mode, i.e. running Exonet.exe /POS, an “access violation” error message appeared when trying to search stock. This has been resolved.

EXO Job Costing


16037138733 19849373561 19336793571 16006389411

This release re-introduces the “Un-Write Off” option—see page 37.




New Features

Changes to EXO CRM

As of this release, all EXO CRM Advantage features are now available in EXO CRM, and a separate EXO CRM Advantage licence is no longer required. EXO CRM Advantage is no longer a separate product.

The following features, previously only available in EXO CRM Advantage, are now available from the EXO CRM module:

• Users can set up pricing and discounting details from within EXO CRM. This includes access to the Discounts/Prices tab on the Debtor Account Details window and access to the Price Change Scheduler, Price Update Utility and Setup Price Policies functions.

• Users can create a Sales Order directly from EXO CRM, without first having to save it as a quote.

• Users can edit Sales Orders from within EXO CRM, provided they have the status “Not Processed”, “Quotation”, “Standing Order” or “Layby”.

• Users can access the Generate POs button on the Sales Order window to create “back-to-back” Purchase Orders (but cannot create Purchase Orders in any other way).

• Users can create and edit stock items from within EXO CRM, including One-Off Stock items.

• Users can create and edit Bills of Materials in EXO CRM.

• Serial number and batch number searching and tracking functionality is available in EXO CRM. This includes access to the Setup Stock Serial Numbers, Serial Number Tracking and Setup Stock Batch Code functions.

Note: Users cannot process Sales Orders, supply stock or raise invoices from EXO CRM. Similarly, users cannot process Bills of Materials.



Changes to EXO OnTheGo

As of this release, each core Finance, Job Costing and CRM user licence will entitle the client to one licence to EXO OnTheGo at no additional charge. For example, a client with 5 Finance users and 10 CRM users will have 15 EXO OnTheGo licences. Additional licences over and above the free entitlement can be purchased through the standard order process.

Note: You must also install version 1.2 SP1 of the EXO API to take advantage of these licensing changes.

When EXO Business 2015.x or later is installed, the “EXO OnTheGo Sales” module will be added as a module on the Registration screen of the EXO Business Configurator automatically (if it is not already there). If the client is using free OnTheGo licences only, this module will not contain a Registration Key and will appear red—this is not a problem, and the system will function as normal. If additional licences are purchased, then the “EXO OnTheGo Sales” module will need to be updated with a valid Registration Key.

The EXO Business Configurator and EXO OnTheGo Configurator now display the total number of available EXO OnTheGo licences (free and purchased) in the Staff section:


Resolved Issues

EXO Business Core


13518559644 14511660263 14511660249 14511660232 14511660218 14511660204 14450233176 14450233164 14450233151 13423299221

When authorisation was enabled for Purchase Orders, if a user opened and saved a Purchase Order that was in the “Awaiting Authorisation” state and had a value that was lower than the user’s authorisation limit, the order would be changed to the “Not Processed” state, i.e. authorised, even though the user had not authorised it (using the right-click menu on the Purchase Order search screen). This has been resolved.

11398649126 11400129003 11400128940 11400128907 11400128881 11400128737 11399674654 11399674420 11399674397 11398649283 11398649220 11398649183 11398648566

If there were more than 10 sell prices on stock items in an installation of EXO Business that was upgraded from Interbase to SQL Server, it was not possible to view a Bill of Materials. This has been resolved.

- On the Purchase Order window, the line total column was not present if the profile setting Allow manual entry of discounts on creditor invoice and purchase order lines (CRLINEDISCS) was enabled, which was inconsistent with the behaviour Creditor Invoice window. This has been resolved; the total column is now always visible when the CRLINEDISCS setting is enabled.

EXO Job Costing


11785905494 110040551551 12419536130 12419536121 12190564351 11280740158

The branch of job invoices was not populated correctly if the branches had non-sequential numbering. This has been resolved.

111530778878 111409846294 Line numbers did not update correctly when adding stock items to a Bill of Materials on a job. This has been resolved.



Resolved Issues

EXO Intercompany


110475631669 17582658601

When consolidating records, the PERIOD_SEQNO in the target database was recorded as that of the source database, which was likely to be invalid. This has been resolved; the system now behaves as follows:

• If a period does not exist in the target database and the profile setting Inter-Company ledger period synchronisation is set to “Do not enforce”, then transactions for that period are no longer downloaded, but other transactions are.

• If a period does not exist in the target database and the profile setting Inter-Company ledger period synchronisation is set to “Enforce”, then the process stops and no transactions are downloaded.

When using the Intercompany Creditor Invoice or Intercompany GL Transaction options in the EXO Business core module, the transaction date details of source transactions are now always copied to the target transaction (on batch headers and lines). The system attempts to determine the period to post into based on the transaction date.

Where a transaction cannot be inserted because the period does not exist in the target database or the period is locked, the user is warned and prevented from proceeding until the situation is resolved.

As a related issue, when opening a suspended batch on the General Ledger Transaction Entry and Intercompany GL Transaction Entry screens, the system ignored the date and period recorded on the suspended batch and set it to the current date and period. This has been resolved.

EXO Business 2015.1

MYOB EXO Business | Version History Page 43 of 62 Copyright 2017 MYOB Technology Pty Ltd.

EXO Business 2015.1

New Features

Support for SQL Server

This release adds support for SQL Server 2012 Service Pack 2 and SQL Server 2014; EXO Business 2015.x has been tested and verified to work on these database platforms.

Note: Microsoft SQL Server 2012 features behaviour that causes the table identities to jump on restart of the server; this will result in sequence number gaps in EXO Business. MYOB recommends consideration of this issue when choosing your database application system.

Changes to Sales Orders

Sales Orders can now be associated with activities, history notes, transactions and documents. These relationships are now displayed on new tabs on the Sales Orders window.

History Notes

History notes can now be added to Sales Orders. Any notes associated with a Sales Order are displayed on the new History Notes tab on the Sales Order window.

As on other History Notes tabs, toolbar buttons are available to add and delete notes.

EXO Business 2015.1


Activities

Activities can now be associated with Sales Orders. All activities related to an order are displayed on the new Activities tab on the Sales Orders window:

A new Order field on the Activity window shows the Sales Order that an activity is associated with, and allows you to associate an existing activity with a Sales Order.

Transactions

The new Transactions on the Sales Orders window displays any transactions associated with the Sales Order:

Documents

The new Documents tab on the Sales Orders window behaves the same as the existing Documents tabs on other windows. Document files can be associated with a Sales Order using the standard Documents tab toolbar buttons.

EXO Business 2015.1


As with other windows, you can drag an email from Microsoft Outlook onto the Sales Order window and it will be added to the Documents tab automatically.

Print Pick Slips Option on Sales Orders

A new Picking Slip option is available on the Supply Details tab of the Sales Orders window:

If this option is ticked, a picking slip will be printed when the order is supplied (this option is similar to the existing Picking slip option on the Quick Supply Order window).

The default setting of this option is determined by the new Sales orders process action 'Picking Slip' switch User-level profile setting.

EXO Business 2015.1


Bin Code on Sales Orders

The Sales Order window now displays the bin code for the highlighted stock item at the bottom of the window:

Note: The bin code is taken from the Stock Location Information window that is opened from the Details 2 tab of the Stock Item Details window; it is not the default Bin Code value that can be entered directly onto the Details 2 tab.

Narratives on Supply

This release adds the ability to view and edit line narratives on the Supply Details tab when supplying an individual Sales Order:

EXO Business 2015.1


Bulk Sales Order Supply Enhancements

This release contains a variety of improvements that make the Sales Order batch supply process more robust.

The following additional checks have been added to the batch supply process:

• Check for object locks on each order.

• Check that the order can be processed (only orders set to “Not Processed” or “Partly Processed” will be processed in the batch).

• Check that the order will not exceed the Debtor’s credit limit.

• Check that the order isn’t on hold.

If any of these conditions are met, the order is skipped. For other conditions that mean that the order cannot be supplied, e.g. if the order’s account is on stop credit or if the order will result in negative stock, the order will open and the user will need to skip the order manually. (In the case of negative stock, depending on profile settings, the user may be given the option of skipping the order or allowing it to proceed.)

To improves the its robustness, the batch supply process checks each order as it is loaded, so that, for example, if an order is opened and supplied by another user while the batch is processing, this will be detected and the order will be skipped in the batch.

Once the process is complete, a summary window is displayed, listing all orders that were not processed and the reasons why:

Clicking Copy Order Numbers copies a comma-separated list of the skipped orders to the clipboard. This list can then be pasted into the Order # List field of the Sales Orders - Extra Filter Options window to display only the skipped orders in the main Sales Order search grid.

EXO Business 2015.1


Search Templates

Search templates are pre-defined SQL filters that can be applied to stock and company record searches in the EXO Business system. Search templates can take in parameters such as a Debtor account number, so that they can return results specific to one record. Search templates were introduced in EXO Business 8.7 SP2; initially they were only available for use via the EXO API.

Setting up Search Templates

This release adds the ability to create and edit search templates using the EXO Business Configurator, in the new Business Admin > Search Templates section:

The Search Templates screen lists all existing templates. You can filter the list by type (currently available types are Stock and Geolocation).

EXO Business 2015.1


Click New to create a new search template or double-click on an existing template to edit it. You can enter and edit the SQL statement that defines the search template on the Query sub-tab:

You can use the Parameters list dropdown to enter parameters into the statement.

Note: See the Search Templates white paper on the EXO Business Education Centre for information on how to create SQL statements for search templates.

The Active check box lets you mark a template as active or inactive. Inactive templates are not available for selection on interfaces that support search templates.

The Preview sub-tab displays the results of a search using the entered SQL statement, while the Generated SQL sub-tab displays the SQL statement that will be generated from the query on the Query sub-tab—if any problems are detected with the query, this can be used to debug them.

The Availability sub-tab lets you control where and to whom each template will be available:

EXO Business 2015.1


The Available for Forms section lets you specify which EXO Business forms the search template will be available on, and whether or not it should be available via the EXO API. The Available to Users section lets you specify which users the template should be available to; an Available to All Users option is also available.

Suggested Quantities

Stock search templates can return suggested quantities for stock items. When searching for a stock item on the Stock Search window (see page 50), stock quantities will default to the suggested quantity if one is present.

To use suggested quantities, a field named SUGGEST_QTY must be included in the search template query; the value of this field can be calculated however you want.

Using Search Templates

Search templates can now be used to filter stock searches when selecting a stock item for a transaction line, e.g. on a Sales Order or Debtor Invoice.

The Stock Search window contains a new dropdown, which displays all of the search templates that have been defined for Stock searches:

Selecting a search template immediately filters the Stock Search window according to the selected template. The currently selected template is displayed at the top of the window. The new Filter button on the Stock Search window’s toolbar can be used to toggle the filtering on and off.

When a stock item is selected, the Sel Qty amount defaults to the item’s suggested quantity, as calculated by the search template. (The quantity defaults to 1 if the template does no defined a suggested quantity.)

EXO Business 2015.1


Note: This release adds further enhancements to the Stock Search window—see “Stock Search Enhancements” below.

Stock Search Enhancements

Several enhancements have been made to the Stock Search window, in addition to the introduction of search templates (see page 50).

The window now supports multi-select; users can tick the checkboxes next to multiple stock items, and when Select & Close is clicked, all selected stock items will be added as lines to the parent document (Sales Order, Debtor Invoice, etc.) Ticking the checkbox in the column header selects all displayed stock items.

A new Sel Qty column lets users enter a quantity for each stock item before adding them (entering a quantity automatically ticks the item’s check box if it isn’t already ticked). When a stock item’s check box is ticked, the Sel Qty amount defaults to the item’s suggested quantity, as calculated by the selected search template. (The quantity defaults to 1 if the template does not define a suggested quantity.)

Right-clicking on the grid header and selecting Save column settings now saves the grid layout separately for each search template; you can have a different layout for each search template and swap between them.

EXO Business 2015.1


Updated Analysis Tabs

The graphs on the Analysis tabs of the Debtors, Creditors, Stock and General Ledger windows have been replaced with dashboard widgets:

As dashboards, the Analysis tabs can now be customised with whatever layout of widgets you require. Grid, Pivot and Report widgets placed on the new Analysis dashboard tabs can use the relevant parameters (Current Debtor Account, Current Stock Code, etc.) to show the current record.

EXO Business 2015.1


Sales Order Print and Email Options

This release includes changes that simplify the system for users who commonly email Sales Orders without printing them. A new Email button is available on the Sales Order window toolbar:

This button is always available (unlike the existing Email button on the Sales Order search window, which is controlled by the Sales order form email option profile setting as in previous versions).

A new profile setting is available to prevent the system from prompting users to print Sales Orders whenever they are closed or processed. When the Suppress Sales Order print prompt setting is enabled, no print prompts will be supplied to users. The setting is disabled by default.

Custom Search Fields on Non Accounts

This release adds the ability to set up extra search fields for the Non Account search window. Extra fields are added by editing the new Extra Prospect Search Fields profile setting (EXTRA_PROSPECTS_SEARCHFIELDS). This setting works in the same way as the existing settings for adding fields to other search window; documentation is included in the setting’s description.

Updated Sales Order Report

This release includes an updated version of the Sales Order Listing report (SOHOrderListing.CLR), which adds the ability to include or exclude lost quotes from the report. (Lost quotes are excluded by default.)

EXO Business 2015.1


Updated Education Centre

The EXO Business Education Centre has been updated with a new look and feel:

The Education Centre now has a more flexible layout, so that it will better suit displaying in a browser window or in an EXO Business URL widget.


Resolved Issues

EXO Business Core


12269359479 110401523781 110253363641 19836639221 110133679281 19819910592 17729857611 17259671671 17141598651 17106602621 15468308776 15468308764 15468308752 15468308740 15468308728 15468308724 15468308711 14674244951 14373474701 14209210701 13517992521 13030789621 12995696008 12745916401 12700642471 12676495111 12549608244 12446914031 12435050101 12335936521 12266146968

When using the Copy Order function to copy a fully processed Purchase Order, the new order did not appear on the Orders tab of the related stock items and incoming stock levels for the stock items were incorrect. This has been resolved.

11238581848 12700864687 19985606451 15379896851 14918927951 13517133371 12739937331 12277282271 11928516282 11877405411 11860169048 11506563381 11329567891 11099859306

Sales Orders could process stock into negative levels even though the profile settings to prevent this were turned on, if a Sales Order had multiple lines of the same stock item, e.g. if an item had three stock remaining and a Sales Order had two lines of this item, each with a quantity of three, the order would be allowed to process, and would result in negative stock. This has been resolved; quantities are accumulated across lines when checking the order prior to processing it.

12247309566 18829373311 17150482642 15249229314 13857829511 13242440701 12596471041 12580139061 12320410101 12304858062 12240270668 12228971131 12233807922

When processing them via Quick Supply, Sales Orders would sometimes have no Invoice Now quantity. This has been resolved as part of the improvements to the Sales Order supply processes—see page 47.

12760630176 18634412556 17650822711 17607116851 15977991039 14116860767 13323184961 12908562461 12888739085 12755820436

On the Transactions tab of the General Ledger Account Details window did not filter transactions correctly when filtering by a date range. This has been resolved.

11055949258 110489300711 13030789401 12739937511 11506563500 11506563487 11506563455 11040689512

Credit Payments from the Payment Processor could cause imbalances during Bank Reconciliation, due to payments that had four decimal places instead of two. This has been resolved; transaction amounts are always rounded to two decimal places before being posted to the GL.

12469344921 12888739075 12446214691 11518111975 11518111932 11518111909 11518111766 11518092400

This release adds the ability to set up extra search fields on the Non Accounts search screen—see page 53.

EXO Business 2015.1


11156143167 16475406501 13337920591 12379821301 11996316941 11288616701 11144041971

An option to print picking slips when supplying orders has been added to the Sales Orders window—see page 45.

12258506912 18977051581 18863923951 15373733371 14765716324 12244674705

Line narratives were not visible on partly processed Sales Orders. This has been resolved. This has been resolved as part of the improvements to the Sales Order supply processes—see page 47.

12894553700 12860291163 12860291156 12860291149 12860291141

If a Creditor account’s Default Invoice Mode was set to “GL” and its Default Code was set to “G”, errors would occur when creating a Creditor Invoice for the account. This has been resolved.

11698333413 110084904401 11693599601 11514991389 11514991312

Creditor discounts did not appearing on the Inwards Goods screen when the Allow manual entry/override of discounts on purchase order lines (POLINEDISCS) was enabled; the Allow manual entry of discounts on creditor invoice and purchase order lines (CRLINEDISCS) setting also had to be enabled. This has been resolved; the POLINEDISCS setting is no longer used and all references to it in the product have been replaced with references to CRLINEDISCS.

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When using a Perpetual Inventory system, reversing a transaction from the Transactions tab of the Stock Item Details window resulted in incorrect GL journals to the On Cost Variance Account. This has been resolved.

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Items added to the Sales Order Supply screen did not pick up pricing, discounting or narratives defined for the Debtor, always defaulting to the base price. This has been resolved.

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When using the Supply All button to supply a Sales Order where multiple lines were out of stock, and selecting to place some items on back order but not others, the resulting Supply Now and Back Order quantities were sometimes incorrect. This has been resolved.

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Right-clicking on a Debtors Invoice GL code line resulted in the GL account’s ACCNO being saved in the STOCKCODE column of DR_INVLINES instead of “@”. This has been resolved.

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This release includes changes that simply the system for users who commonly email Sales Orders—see page 53.

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When running a remote session on Windows 8 or Windows Server 2012, EXO Business would freeze if the remote session disconnected and then reconnected or if the Switch User option was selected from the CTRL+ALT+DEL screen. This was due to the Activity Search dashboard widget freezing. This issue has been resolved; in these situations, the Activity Search widget now closes automatically.

11767888854 11760464271 The Analysis tab on the Stock Item Details window did not remember which options were selected between sessions. This has been resolved; the new Analysis tab dashboard widget (see page 52) remembers all settings.

EXO Business 2015.1


12222066214 12212010661 Bin codes on the stock items added to a Sales Order were not updated if the location specified in the Sales Order’s header was updated. This has been resolved.

14549545875 14548906941 Pressing CTRL+D on the Supply Details tab of a Sales Order opened the Qty Dimensions window, but did not copy in any dimensions that had already been entered for the line. This has been resolved as part of the improvements to the Sales Order supply processes—see page 47.

15662336366 15659941848 When a user went to the Supply Details tab of a Sales Order that had not yet been saved, no object lock was created for the order. This has been resolved.

16594606295 16355521601 When a Sales Orders was copied, the new order would have the same creation date as the original. This has been resolved; creation date, activation date and finalisation date are not copied to new orders.

15011732284 14995586371 The EXO Business Help did not mention the @COMPANYEMAIL parameter available for Business Alerts (this parameter is replaced with the email address of the associated Debtor account). This has been resolved; the documentation has been updated.

12414587172 11514712302 On the Debtors Payment/Receipt Batch Entry window clicking or tabbing onto the Batch No field reverted any changes made to the payment group. This has been resolved.

19032572571 The system performed slowly when many Analysis Codes had been set up. This release includes performance improvements that significantly speed up the operation of screens where Analysis Codes can be viewed or selected.

- The labels and GL account links in the Ledger Posting Profile section of the Stock Item Details > Details 2 tab were incorrect for periodic stock users. This has been resolved.

- It was not possible to update Extra Fields on activities. This has been resolved.

EXO Business 2015.1


Clarity Reports


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The General Ledger Detail by Branch report (GLMDetailbyBranch.CLR) repeated multiple lines for each transaction. This has been resolved.

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The Stocktake Count Sheet report (STKCountsheet.CLF) did not respect the Sort Order options selected by the user. This has been resolved.

14642415625 14397322312 The Inventory Value Reconciliation Exceptions report (GLInvReconciliationException.CLR) incorrectly included WIP locations in the summary totals. This has been resolved.

EXO Job Costing


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This release adds the ability to sort the Job Overview tab of the Job Details window by Due Date.

- The ALINENO field (which determines the ordering of job and job transaction lines) was not populated correctly when entering time on the Direct Time Entry window. This has been resolved.

EXO Business 2015.1


EXO CRM


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After upgrading to CRM Advantage, it was no longer possible to edit business flow menus for the EXO CRM application, as the “EXO Business CRM” option disappeared from the Program dropdown on the Business Flow Menu screen in the EXO Business Configurator. This has been resolved.

- It was not possible to add Extra Fields to the OPPORTUNITY or OPPORTUNITY_QUOTE tables in the EXO Business Configurator if CRM Advantage was enabled; these tables were not present in the Table name dropdown on the Extra Fields screen. This has been resolved.

- The Sales Team tab on the Staff screen in the EXO Business Configurator was not available if CRM Advantage was enabled. This has been resolved.

EXO Intercompany


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When consolidating records, the PERIOD_SEQNO in the target database was recorded as that of the source database, which was likely to be invalid. This has been resolved; the system now behaves as follows:

• If a period does not exist in the target database and the profile setting Inter-Company ledger period synchronisation is set to “Do not enforce”, then transactions for that period are no longer downloaded, but other transactions are.

• If a period does not exist in the target database and the profile setting Inter-Company ledger period synchronisation is set to “Enforce”, then the process stops and no transactions are downloaded.

- On some windows, the status bar displayed the wrong company name. This has been resolved.


New Profile Settings

Added in 2015.1

Name Profile Name Level Description Default

Allow manual entry/override of discounts on purchase order lines

POLINEDISCS User This setting is now hidden; all references to it in the product have been replaced with references to the setting Allow manual entry of discounts on creditor invoice and purchase order lines (CRLINEDISCS).

N/A

Extra Prospect Search Fields EXTRA_PROSPECTS_ SEARCHFIELDS

User This setting lets you add extra search fields to the Non Account search window. Blank

Sales orders process action 'Picking Slip' switch

SOPRINTPICKSLIP User This setting determines the default status of the new Picking slip option on the Supply Details tab of the Sales Orders window.

Unticked

Suppress Sales Order print prompt

SO_SUPPRESS_PRINT User When this setting is ticked, users will not be prompted to print a Sales Order when it is processed or saved.

Unticked

Added in 2015.4


Default cheque printing order CHEQUE_PRINT_ORDER Company Determines the default Sort By order for processing payments from the Creditors Payment Processor.

“Account Number”

Default creditor transaction document source folder

CRTRANS_DOCSOURCE Company Specifies the folder to open by default when attaching a document to a Creditor Invoice.

blank

New Profile Settings


Create unrealized foreign exchange gains and loss journal entries during the end of period process

EOP_FX_UNREALISED Company Determines whether or not entries for unrealised FX gains should be created as part of the End of Period process.

“Prompt”

Extra Work Order Search Fields EXTRA_WK_SEARCHFIELDS User Lets you add fields, including Extra Fields, to the Works Order search window. Functions in the same way as the existing Extra … Search Fields profile settings.

blank

Last used creditor transaction document source folder

CRTRANS_LASTDOCSOURCE Company Specifies the last folder that a Creditor Invoice document was opened from. blank

Added in 2015.5


Write off job lines when generating a credit note

JC_WRITEOFF_JOBLINES User When a credit note is generated from a job, the system will ask if the credited lines should be written off automatically, if this setting is set to “Prompt”. If it is set to “Never”, lines will have to be written off manually.

Prompt

Retain the transaction branch on balance sheet GL transactions

POST_LINE_GL_BRANCHNO_TO_BS

Company When this setting is enabled, the transaction branch detail will be transferred on balance sheet GL transactions when posting to GL, rather than setting all balance sheet entries to the default branch for balance sheet.

Note: Enabling this setting means that the trial balance by branch will not balance.

Disabled