3.21 Release Notes

UOD-191734

j-Platform,

It has been ensured that AR/AP with zero balance is not displayed in the report when getting the "Detailed Payment List" report in "Finance Management/Payment /Collection Reports with the option other than "Block" in the "Debt Closing" filter.

UOD-194609

j-Platform,

The "Budget Summary Planned Amount Transfer from Excel" option has been added to the right-click menu of the budgets in "Draft" or "Revision" status. The template for Excel to be used for transfer will also be accessed through this option. The planned amounts are transferred by selecting the relevant Excel file on the transfer screen.

UOD-194792

The Comments section has been added to the project, activity and requirement cards defined in "Project Portal" and "Project Management" module. Through this section, users will be able to add comments to the relevant definitions and write a response to the added comments. Date and time will be tracked for comments' adding/editing times.

UOD-195496

j-HR,

The transfer slips accessed through the "Related Records" options of the asset in the existing structure will also be accessed through the "Asset Transfer Slips" browser added under the "Asset Management/Transactions" heading. In the browser, all assets transfer slips can be tracked in batch or the transfer of assets will be performed.

UOD-195567

The Bank Money Order/EFT value has been added to the "Payment Type" options of the card opened by selecting "AR/AP/ Trading Info/Payment Info" and "Point of Sales/Add Customer". In addition, the "Bank Money Order/ EFT" option will be selected in the "Payment Type" options of the invoices. This value will be set as default from the "Defaults and Parameters" options. The bank payment/collection slips can be used to close the "Bank Transfer/EFT" payment type of transactions.

UOD-195568

It has been ensured that the safe deposit transaction is automatically generated when saving the invoice for the transactions of which "Payment Type: Cash" is selected in the payment/collection transactions of the invoices generated through "Sales/Purchase Invoices". Thus, the closing operation of the cash type of payment/collection transactions will be performed when saving the invoice. The safe deposit must be selected in the "Safe Deposit/Bank Account" field in the payment/collection line in order to perform the transactions.

UOD-195640

Analysis Details have been added to the Cross Transaction Info options of the Order-Dispatch-Check/Promissory Note" type of rule cards in "System Settings/Definitions/Trading System/Cross Transaction Rules. Thus, the analysis details of the source transaction for which the rule is defined can be transferred by cross transaction.

UOD-196248

j-Platform,

The Other Auxiliary Codes tab has been added to the "System Settings/Definitions/Analysis Dimensions" cards. These auxiliary codes have been added to the filter options of the reports under the heading "General Ledger/Analysis Dimension and Project Reports" and can be used as variable in reports.

UOD-197080

j-Platform,

The Payment Order-Bank Slip Document Date parameter has been added to "System Settings Default and Parameters/Finance Management/Finance Transactions". The "Document Date" of bank slips generated with the Make Payment operation through "Payment Order" will be set to "Bank Slip Date" or "Payment Transaction Date" according to the value of the parameter.

UOD-197202

j-Platform,

The Corresponding Account Type, Corresponding Account Code, and Corresponding Account Description columns have been added to the "AR/AP Transactions" and "Bank Transactions" screens accessed under the "Finance Management/Transactions" heading. The corresponding account information of the AR/AP and bank transactions can be followed on these screens by activating the fields through "Column Settings".