Release date: August 26, 2018
Inventory unit conversion
Our inventory module can now convert units. This allows users to buy and sell in units predetermined by the user, based on the units that they use in their warehouses.
To activate this function, users need to check the “Unit conversion” box in the Company menu under Maintenance/Configure application functionality. Users then need to create a unit conversion group under Inventory/Maintenance. This group will contain lines for the user to enter the conversion factor. Users do not need to enter conversion factors between the geometric units (such as meters and centimeters) since this has already been coded into the Uniconta core. Conversion factors are only required between units, such as crates and pieces.
The factor should be entered as follows: “From unit” * factor = ”To unit”, e.g. ”1 case * 12 = 12 pcs.”
After creating a group, users need to assign a unit group to the item card, in order that it can be converted. It is also possible to specify standard sales and purchase units on each item card.
Users can also specify units in the price lists under Inventory/Maintenance. If an invoice is updated, all item lines will be stored in the item’s unit shown on the card. When an invoice is reprinted, Uniconta will then automatically calculate backwards from the item’s unit and list the sales/purchase unit on the invoice. This way there are no changes to the inventory reports, since all transactions only exist in the item’s specified unit.
Totals on the project list
Similar to other modules, Uniconta can now display subtotals on the project list.
Simulation in Customer and Vendor balance lists
Just like on the financial statements, Uniconta can now also simulate journals in the list of balances.
New column type in balance sheet reports
There is a new column type ‘Journals’ in the balance sheet reports. This gives users the option of viewing simulated entries separately, rather than displaying them together with existing balances.
Copy a record
The local menu/ribbon now allows users to copy a record in the main lists, by using the dropdown arrow on the ‘Add’ button. This copy function can also be activated using shift-F2.
When exporting in the tools menu, users can now create a set up whereby only fields that can be imported are allowed to be exported. For example, fields such as ‘balance’ cannot be imported. This makes it easier for users to export data that will later be imported again, since the data cannot contain fields that cannot be imported.
Users can now unfold an entire BOM and view everything that is included.
Serial number and batch checks for correct cost price
When updating an invoice that has a marked series- or batch number, Uniconta now marks sales transactions to purchase transactions, to ensure that the cost prices are correct.
Dimensions on inventory transactions
In previous versions, inventory transactions only showed dimensions if they were included on the order lines. We have now updated Uniconta so that it includes all of the dimensions on inventory transactions, that the general ledger transaction receives from the inventory postings. So the inventory transaction now gets the dimensions from the order header and item.
Batch/serial numbers – Startup quantity
Users enter a “Quantity” when setting up batch/serial numbers. A “Startup quantity” field is now also available here. “Startup quantity” is the number where the user wishes the batch/serial numbers to begin.
In some countries VAT can only be reported, once an invoice has been paid. Users can now specify whether to account for ‘Unrealized VAT’, by configurating the application functionality on in the Company Information card. When Unrealized VAT functionality is switched on, a field will appear on the VAT card to specify the unrealized VAT account. Once the customer pays, Uniconta then reclassifies the VAT from the Unrealized VAT account to the normal VAT account.
Users can now set up a default printer and directory under ‘My Profile’.
New version of Devexpress
Devexpress has been upgraded to version 18.1.5.
- New shortcut to “Save & go to lines” using F9
- Due date on an order
- The general ledger now shows the number of lines in the overview
- Dimensions added to Physical vouchers (inbox) as well as project transactions
- Item names can now be up to 150 characters long
- Users can delete accounting years without checking whether they are 5 years old, for up to 15 days after a company has been converted to Uniconta. So remember to delete the years that are not to be used, shortly after conversion.
- Uniconta can now be converted from Axapta 3.0