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New Features/Improvements

Below is a complete listing of the new features included in this version. Each of these was delivered to the live platform as an interim update to 1.4.5 and is now part of the 1.4.6 release.

Custom Reporting - New Report Fields

We have added a number of new fields to the custom report generator, across sales, customer, inventory, purchasing and supplier reports. All existing saved reports continue to work as before.

Sales Reports

• Invoice Week - the week of the year the invoice was posted, for grouping sales by week
• Last Sale Price - the most recent selling price of an item to the customer / ship-to
• Total Product Returns (Cost) - the cost value of product returns
• Average Quantity By Day - now averages over the days the item actually sold, rather than every calendar day in the range

Customer Reports

• Prompt Pay Allowed, Prompt Pay Days and Prompt Pay Discount - the customer's prompt payment terms
• 'Unique Company/Ship-To Name' has been renamed to Unique Location / Ship-To Name

Inventory Reports

• Total Unique Parts and Total Unique Bins - counts of distinct parts and bin locations
• Onhand - No Sales in 3 years - a new aging bucket for stock with no sales in 3 to 4 years. 'Onhand - No Sales over 3 years' now covers stock with no sales in more than 4 years
• Total Cores Out Qty - the quantity of cores currently out
• Kit Type - the kit type of each item
• 'Package Qty' has been renamed to Qty Per

Inventory Value Reports

• Total Value (Incl Neg) - a new set of inventory value totals that include negative on-hand quantities, available for Average Cost, Price 1 to Price 5 and Last Cost
• The existing totals have been renamed Total Value (Excl Neg) to make the difference clear
• Total Value - Base Cost now includes negative on-hand quantities

Purchase History Reports

• Receipt Type - shows whether a line came from a receipt (R) or a purchase order (P)
• Do Not Pay - the do not pay flag on each receiving line
• Lead Time, Unique Purchase Orders and Total Received Value - calculated fields for average lead time (order date to received date), the number of distinct POs, and the received value at unit cost

Supplier Reports

• Split Order Flag - shows whether the supplier is set up for split orders to branch
• 'Leadtime' has been renamed to Supplier Leadtime, so it is not confused with the calculated lead time on purchase history reports

Prebuilt Reporting

Historic Sales - Multiple Branches

The Historic Sales report can now be run for multiple branches at once, instead of a single branch.

Historic Inventory By Category - 12 Months

The Historic Inventory By Category report now includes 12 months of history when exporting to excel. The on-screen version stays at 6 months to keep the proper responsive screen layout.

Adjustment History

The Adjustment History report now includes a Branch column. The listing is also limited to inventory adjustment transactions (types 3, 5, 6 and 7), so other transaction types no longer appear.

Inventory Valuation

The Inventory Valuation report now shows 100 rows per page by default.

Clerk Analysis

The Detailed Clerk Report now shows the clerk ID alongside the clerk name, and the page layout has been updated to use the full screen width.

Specials Listing

Customer numbers on the Specials Listing are now trimmed, so they display and export cleanly.

CPMailer - Inventory Summary

The Inventory Summary CPMailer block now values stock at unit cost, taking the package quantity into account.

Excel Exports & QuickDial

Drilldown Table Exports

When exporting drilldown tables to excel, part numbers that look like scientific notation (for example 12E34) are now kept as text, so excel no longer converts them to numbers.

QuickDial Redirect Page

The page shown while QuickDial opens the CP2 app has been updated with the CP2 logo and the standard CP2 background and styling.

Bug Fixes & Behind the Scenes Updates

• Fixed the 'Is One Of' and 'Is NOT One Of' filter options in the custom report generator
• Purchase History custom reports now filter on the date received, and match receiving lines to the correct branch's PO
• Fixed the category filter on the Historic Sales report
• Corrected CPMailer daily and monthly comparisons around year end, which could pick up the wrong year
• The Low Stock listing now shows items whose on hand plus on order is below one month of demand
• The Inventory By Category chart now only includes items with a matching product record
• Average and extended cost on the detailed inventory listing now use unit cost, taking package quantity into account
• Cost of goods purchased is now calculated as unit cost x quantity received
• Fixed the vendor table lookup used by the ACA data mapping routine