Sales
- The order of the documents in the Customer Follow-Up has been improved:
- When loading customer documents the first time or when changing the customer selection, the document sorting is base on printout type and created date
- When the user clicks on the header (for example "Document name"), the sort is done only on the document name
- Improvement in the Dashboard's Sales Margin KPI: when the quotation is set to exclude the ungrouped additional costs in profit calculation, it will be also excluded from the Sales Margin KPI.
Work
-
Fix an anomaly where clicking on "Plan measurement" in the Workflow would not open the right Work setting dialogue but the main works list instead
- Fix the status of the Work steps in the Workflow assistant
- Fix a display anomaly when 'No worker' was not checked in the Work Schedule
Financial
- Addition of a start date in the Automatic Invoice Settings, this settings allow user to enter a date from which the Automatic Invoicing process should consider the Sales contract. This is to avoid sending invoices in case of old projects with a status not up to date.
Forms
- NL only - Change in the Title of the Delivery note form when printed from a different work type than "Transport"
- NL only - Add new variables to use in the Message 1/2 to display the week event date in Delivery, Installation and Pickup letter ([Transport_Week], [Installation_Week], [Pickup_Week])
- Fix a wrong calculation of discount 3 on the printout when total discount grouped inside item group and the IDM were activated
Reports
- Fix an anomaly: the wrong purchase price was displayed in the reports
Miscellaneous
- Fix an anomaly when exporting and importing Winner Bizz settings
- Winner Design 12.4a2.5 is available with Winner Bizz 12.0j5
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