Welcome to our quarterly review of new feature releases and bug fixes for Purchase Plus, and what a quarter it has been!

Features Released 🚀

1. Setting an Account Code on a Recipe

An account code can now be assigned to a recipe in the Inventory module. When viewing a recipe, users are presented with a field to add an 'Account'.

This is used to determine the account to apply to a transfer item. Accounts on transfer items are only used for the Consumption Journal and Usage Journal exports in the Accounts Payable System.

2. Setting an Account on a combination of Category and Department

In order to determine the account to apply to a transfer item, an account code can now be assigned to a Marketboomer-managed category. This requires the additional user permission 'Category Account'.

With the permission added, a new tab will appear in the Accounts Payable system called 'Category Accounts'.

The user can now choose a department and account for the category. The same Category / Department / Account combination cannot be created more than once for the current AP system. This is used for transfer items in the Consumption Journal and Usage Journal exports in the Accounts Payable system.

3. Expiration Date, Product Temperature and Vehicle Temperature columns added to 'Receiving Notes'

Three new editable fields have been added for receiving note lines. These fields don't change any functionality within Purchase Plus however they will show up on the print version.

4. Filtered options when adding ingredients to recipes

When creating a new recipe, there are three areas to choose the ingredients from:

  • Product (master catalogue)

  • Stock level (stock inventory)

  • Recipe (existing recipe)

To add a new ingredient, navigate to one of your recipes and click the green [ + ] button.

A 'Pick Your Ingredients' window will show up. From here, you can filter where you choose the ingredients using the tabs.

You can also further filter the results by searching for the product name in the 'Search for Stock Levels' field and/or select the stock location name in the 'Location' dropdown field.

5. Skip Approval option if the value is over the maximum value set for an approver

The option to 'Skip approval if over max value' allows workflows to be streamlined. By enabling this for one of your roles it means that they may be skipped depending on the amount of the Purchase Requisition. When a PR goes into a workflow, the amount will determine who needs to approve it before it becomes a Purchase Order.

A tooltip has also been added to provide more detail about this option when hovering on the checkbox.

Check out this article for more information.

6. Prices of products in recipes can be calculated daily

Currently, the price of a recipe is calculated when a user selected the products from the stock level. A new feature has been added to automatically update the recipes based on any unit prices at the end of each day. Please reach out to us at [email protected] if you would like to enable this session for your organisation.

Bugs Squashed 🐛

1. Rebate calculations not running/picking up imports

There was an issue where sales imports were being imported with rebate calculations run after the import yet the amounts did not update.

This is now resolved for accurate reports for invoicing suppliers.

2. Wrong product being decremented with recipe transfer

When an ingredient in a recipe is linked to another product in Inventory, the transfer receipt was decreasing the quantity of the linked product.

This has been fixed so that the right product will decrease regardless of whether it is linked to another product.

3. Linked products sometimes showing a negative unit value

When linking an item with a negative quantity to an item with a positive quantity, if the product with a negative quantity is greater, the unit value was updated to be a negative number. This has now been updated so that the unit cost can not become a negative number, acting as if the product with a negative quantity is equal to zero.

4. Linked stock items not showing up at picked product list

The individual products were not showing on Internal Requisitions when products were linked. An example here shows two 'Golden Circle' products that are linked in the 'Stock Levels':

When creating an Internal Requisition, only one of the linked products was showing.

This has been resolved so that the individual products are able to be selected when creating an Internal Requisition regardless of whether they are linked.

5. Fixed error message for failed recipe transfers

If a recipe transfer failed, the error message was not displaying correctly. The error message has been fixed to provide accurate detail about why the recipe transfer failed.

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