Issues resolved and new features:
Add a sub-hire branch. This is used when a manager log on to only allow selecting own branch and sub-hire branch.
Add a Maintenance Multi-Store. This is used for passing maintenance invoices to the correct Pastel GL Account.
Add an “Internal” Customer code selection. This is done in order to automate Work Order creation when transferring Items to Maintenance branch.
Maintenance Branch checkbox must be checked for the maintenance branch.
Contract Credit Note:
Change to disable Accept button while processing Credit Note to prevent duplication of full credit note processing.
Change not to use Invoice date for credit note date by adding a credit note date picker. The default is todays date.
Fix error when selecting the Pastel statement when adding a new Customer.
Change to subtract credit notes from “Payment Due” when processing contract payments.
Add a Manager branch in order to allow the Manager access to the Sub-Hire branch.
Add a message that displays when spaces are detected in the Pastel path.
Change to prevent transfer of on rent and confirmed serial items.
Add a check box at Setup Company General tab ‘Return Deposit Container only if selected’. This option can be used in cases where automatic invoicing is not needed. Once all Items are returned it will still be possible to add ‘Non-Rental’ transactions at ‘Contract Details’. Once completed the Deposit container must be selected at Contract Details – Hire Item tab in order to complete the transaction and invoicing
Fix Status to revert back to ‘Returned’ if not ‘Fully Paid’ after recalculated
Add functionality to manage Maintenance. This is for Internal maintenance (Branch) and external (Customer)
Internal Work Order:
Internal Work Order for maintenance is recorded by doing a branch transfer to the maintenance branch.
On Status ‘New’ it is possible to make changes to the Work Order or Cancel the Work Order by the Requesting Branch at Process Work Order.
External Work Order:
External Work Order for maintenance is recorded by the Maintenance Branch at Process – Work Order. This is for External Customers.
On Status ‘New’ it is possible to make changes to the Work Order or Cancel the Work Order.
Job Card Processing:
This option is only active when in Maintenance Branch.
When Quotation required the save option will display “Save Quotation” else “Save Job Card”
Quotation must first be accepted. Once accepted the Quotation can be converted to a Job Card.
A job card can only be completed and finalized by entering the time completed. Once done the invoice can be updated.
External invoices are updated to Pastel as normal Customer Invoices
Internal invoices are updated to Pastel only if Multi-Stores is present and activated in Pastel. If Multi-Stores is not present or activated the maintenance resides only in Novtel. Details of maintenance per item and per branch are always recorded in Novtel and will be available for reference.
Setup Interface Pastel:
Added a new tab for internal maintenance recording to Pastel:
Split the transfer and receiving view
Add the option to record a Work Order when transferring items to Maintenance. Transfer type must be selected as Maintenance.
Change to allow receiving branch to accept and finalize the transfer transaction by recording the receiving user’s details on accepting the transfer.