Version The ability to create a purchase order directly from within sales orders

Transcription

1 Version The ability to create a purchase order directly from within sales orders 2. The ability to retain sales order quick supply settings. 3. The ability to customise the grid in sales orders 4. Additional information is now visible on the base of the sales order screen regarding the active stock item, including stock quantities, on order and committed stock.

2 Version Performance improvements are made to the debtors, creditors and stock transaction screens. 2. Significant improvements to refreshing the stock requirements calculator. On large databases this is now less than 1% of the time originally taken. 3. The processing of returning stock levels on sales orders and serial numbers is also improved. 4. Business Flow menus now load more efficiently. 5. Enhancements to the GL posting routine, where separate GL batches are now created for debtors, creditors and stock. 6. Variable cost stock items can be established where the cost value is calculated as a percentage of the sell price. 7. Object locks now apply to purchase orders 8. Tax Rounding GST Total is set to the total based on the subtotal. Not the individual line. The GST rounding control account is set to the GST account. 9. Sales Orders Extra fields can be placed on the sales order grid. Used to enter text only. 10. Forecast based Purchase Orders Ability to copy and paste data to/from Excel, to quickly generate Purchase Orders 11. Max Forward days. Now a user profile, different settings for sales orders, purchase orders, works orders. 12. Job Costing Separate cost methods can now be applied to the time, cost and quote tables, dependant on if the stock item is a lookup or standard.

3 Version Portable grid settings per user 2. Improvements are made to the Sales Analysis Designer to make it easier for users to generate their own sales reports. Additional options are available to group data and the groups available are given more user friendly names. 3. Now provides the ability to customise the Message and Subject lines when ing source documents. 4. Enable the printing and/or ing of statements from a new mail shot facility 5. Analytics Module (This is a replacement module to the management report). Different Widgets are now available to be presented in a dashboard view that can be customised per user. Widgets can take the form of Clarity, URL, Grid or Pivot Table Widgets

4 i. Grid Widgets

5 Version Mailshot functionality is now extended to the following windows and processes: a. Creditor Remittances b. Direct Credits (Creditors Payment Processor) c. Direct Debits. 2. If using SMTP as the sender, copies can be saved to the accounts documents directory. 3. s can be dragged and dropped from your application into the documents directory for future reference. 4. The business Flow menus are updated. 5. Exo Business CRM is now available. This module provides sales staff and management to manage their contacts and sales opportunity pipeline. Won Opportunities can be converted to either sales orders or jobs. Sales Team budgets can also be set. Integration with Outlook is also available where activities, appointments and contacts can be synchronised. Additional details regarding CRM are available if required.

6 Version Enhancements to CRM: Contact lists are now available in CRM. This facilitates bulk mail outs to your contacts. Marketing Campaigns can now be setup, with different waves of activities. Budgets, costs and revenues can be tracked per wave. Campaigns can be directed between one or more different contact lists. 2. Activities are available in Job Costing 3. Custom button functionality is now available in Purchase Orders and Opportunities. 4. Kiwi Bank is now available as a bank format when using batch payments. 5. Local value (Ex GST) totals are now available in the sales order and purchase order screens. 6. The performance of GL budgets is now improved. 7. Social Media interaction is available for debtors, creditors and contacts using: Facebook Twitter Linked In

7 Version 8.5 The focus of the 8.5 release is on increasing compliance with accounting standards to make MYOB EXO Business easier to use for Accountants and Auditors. This release also adds support for SQL Server Major new features include: 1. A new module, the EXO Accountant s Assistant, which provides accountants and external advisors with an intuitive and easy to use portal to the accounting functions of EXO Business. 2. Business Checklists a new type of Dashboard widget: the Checklist widget, which displays a structured list of important accounting processes to be checked off as part of a process.

8 3. The Financial Review tab contains a standard package of financial reports that show key metrics for business owners and external advisors. 4. Improvements and new features aimed at making the EXO Business system more compliant with accounting standards and practices, and easier to use when performing accounting functions. These include: A completely redesigned Post Ledgers to GL window. Improvements to the handling of foreign exchange variance. Improvements to GL Reports. The ability to group periods into financial quarters. 5. A new Systems Integrity tab which displays a set of checks against the EXO Business database and ledgers to ensure that the system is balanced and healthy. 6. Improvements to Sales Orders, including the ability to automatically populate Extra Fields on Sales Order lines and headers and a new Supply grid. 7. When adding a Bill of Materials that is priced by total to a Sales Order, any pricing rules for the BOM Output Item and Debtor account are now applied on the BOM Price Confirmation window. 8. Sales Orders the Supply Details tab on the Sales Orders window has been reworked to use a standard ExoGrid, see below. This release also adds the ability to check stock availability and place back orders from the Sales Order window.

9 9. Improvements to Clarity reports, including improved retrospective reporting functions for Debtors, Creditors and Stock and the ability to enter custom SQL in the Query Designer. 10. Foreign Currency improvements this release includes a major overhaul of foreign currency processing to incorporate realised gains and losses into the GL posting process and the nomination of closing rates, which provide a stable nominated currency rate for retrospective reporting for that period. 11. This release adds the ability to reverse allocations and GL batch transactions. It is now possible to reverse allocations from the Transactions tab of the Debtors and Creditor windows and to reverse GL transaction batches from the Post Ledgers to GL window. 12. Extended feature for Stock Restricted Goods. This release adds the ability to use a custom function in place of the existing Restricted Goods functionality that uses the Allow Restricted Goods and Restricted Goods properties of Debtors and Stock items respectively. 13. Enhancements to CRM it is now possible to convert an Opportunity to an unprocessed Sales Order in EXO CRM (previously, Opportunities could be converted to Sales Order Quotes or Jobs). Also the Phone and Mobile fields on the Activities window are now selectable (but not editable). This allows phone numbers to be copied and pasted, e.g. into a telephony application. 14. It is now possible to drill down to GL, Debtor or Creditor accounts from the Integrated Cashbook and to GL transactions from Debtors, Creditors and Stock transaction tabs.

10 Version 8.6 The focus of the 8.6 release is on enhancing the functionality of the EXO Business CRM module. Also Windows 8 is now supported as an EXO Business Client Workstation operating system, as well a supporting 64 bit editions of Microsoft Outlook. Major new features include: 1. Enhancements to the EXO CRM module, including the ability to copy Opportunities, along with various other improvements to Opportunities. You can also drill to campaigns from activities. 2. Enhancements to the mailshot function, including the addition of mailshot functionality to the Invoice Batch Printing window and the ability to drill to Contacts from the Mailshot window.

11 3. The following options, which were previously only available on the right click menu, are now available on the Mailshot window toolbar: 4. A new WYSIWYG HTML editor in EXO Clarity. (This does mean that all current CLE files pre 8.6 need to be recreated from scratch). 5. A new set of generic CLE templates. 6. Enhancements to Activities, including the ability to assign an Activity to multiple staff members. 7. The ability to report on the new financial quarters available in GL Reports. 8. Opportunities extra field logic. Functionality has been added to allow Extra Fields on Opportunities to be populated automatically. 9. It is now possible to edit the GST rate on each line of an Opportunity quote. 10. The options to copy company details on the Contacts window in EXO Business and EXO CRM have been updated. 11. A new Include Invoices to Branch Accounts option is available on the Invoice Batch Printing window. Ticking this option means that invoice searches will be based on sales branch.

12 Version 8.7 The focus of the 8.7 release is on enhancing the functionality of the EXO Business Job Costing module. Other new features include: Customisable Business Alerts. The EXO Business Education Centre, an online documentation repository, including new online Help files. The EXO Service, a service for automating the sending of s from the EXO Business system. Support for the EXO API. Major new features include: Changes to Supported Platforms Office 2013 Support MYOB EXO Business now supports use with Microsoft Office 2013, including Outlook bit and 32 bit editions are supported. Changes to Job Costing 1. Support for Perpetual Inventory in Job Costing In previous versions, perpetual inventory integration was not recommended and not officially supported in EXO Job Costing. This release includes process changes that allow EXO Job Costing to fully support a perpetual inventory system. 2. Work In Progress Changes A new Work in Progress control account has been added to the General Ledger Control Accounts. o Any Stock Location can now be flagged as a Work in Progress (WIP) location, by ticking the new Job Costing Work in Progress Location flag on the Stock Locations setup screen: o The ability to specify locations as WIP locations allows restrictions to be placed on various location selection fields in the EXO Business system: When selecting a Stock Location for WIP, only locations that are marked as WIP locations can be selected. When selecting a location elsewhere in the system, in most cases Stock Locations that are marked as WIP locations are excluded from the

13 choices. (On some screens, e.g. Stock transactions, any location can be selected.) The Default job work in progress stock location profile setting only displays Stock Locations that are marked as WIP locations. All other profile settings that set a default location only display Stock Locations that are not marked as WIP locations. o The Ledger Reconciliation widget on the EXO Accountant s Assistant now includes a WIP Control section when EXO Job Costing is installed: 3. New Recoverable Flag for Stock Items When EXO Job Costing is installed; a new Recoverable flag is available on the Stock Item Details window: This flag is only enabled if the item is a lookup item. When ticked, it designates the stock item as a recoverable expense for Job Costing, meaning that transactions relating to it will generate General

14 Ledger WIP journals. Non recoverable lookup items do not affect the General Ledger. 4. New Jobs Tab on Stock Items A new Jobs tab is available on the Stock Item Details window when EXO Job Costing is installed. This tab displays any in progress jobs that are using the stock item: o The tab consists of a dashboard interface, with two widgets available to display the job details: WIP Stock (Grid) displays job details on an ExoGrid. WIP Stock (Report) displays job details on a Clarity report. 5. Written Off Lines When job lines are written off, costs of those lines are now stored in the new LINECHARGE_WRITEOFF fields in EXO database tables. This means that lost sales can be now reported on, and WIP write offs can potentially be posted to a separate General Ledger account from stock adjustments. o Write off journals are now recorded differently; a new Non Stock Write offs GL Control Account is available, which is used as follows: o Written off stock item lines credit Work in Progress and debit Stock Adjustments. o Written off lookup item lines credit Work in Progress and debit Non Stock Writeoffs.

15 Changes to Progress Billing and Job Invoicing As of EXO Business 8.7, the progress billing feature is enabled by default (in an upgrade to 8.7, this feature is turned on). This means that the Billing Schedule tab is now always visible on all jobs. This tab has been updated to display all invoices relating to the job, not just progress billing invoices. In an upgrade, the tab is populated for each job with any existing invoices for that job. Invoices and credit notes can also be entered into the grid manually. 1. Crediting Job Invoices Invoices created from EXO Job Costing cannot be edited; however, they can be reversed/credited. Credit notes can be created for job invoices by right clicking on the on the Billing Schedule tab and selecting Generate Credit Note. Credit notes for job related invoices can also be generated from the Transactions tab on the Debtor Account Details window when right clicking on a job invoice, the existing Generate Credit Note option becomes Generate Credit for Job Invoice. Once generated, credit notes also appear on the Billing Schedule tab. Crediting a job invoice completely reverses the transaction, including all stock movements and progress invoice allocations. Credited invoice lines appear on the Invoice tab, where they can be cancelled or written off as required. A Select Lines from Credit Note right click option on the Billing Schedule tab takes you to the Invoice tab, filtered to show only the credited lines. 2. Read Only Debtor Invoice Window The Debtor Invoice window now opens in a readonly mode when opened from an exo:// URL or when opening a Progress Billing Invoice. When in read only mode, the Debtor Invoice window includes a new Print button in the toolbar. 3. New Send All to Invoice Button This release adds a Send All to Invoice button to the Timesheets tab of the Job Details window: 4. Progress Billing Invoicing In previous versions, each line of a Billing Schedule could be invoiced individually and would generate a one line invoice in EXO Business; this has been extended to now allow users to create and manage a proforma invoice for each line in the Billing Schedule, which forms the body of the invoice created.

16 o Proforma invoices allow users to record multiple invoice lines against a single Billing Schedule line, allowing for extensive detail to be recorded and invoiced: o When invoicing a Billing Schedule line, the invoice form is now populated based on the related proforma invoice line, if it exists. If no proforma lines exist for the schedule, the invoice is created as normal, i.e. based on a single default general revenue line. o Proforma invoices support both line and header narratives. Header narratives are also displayed in the Billing Schedule tab of the Job Details window, against the relevant Billing Schedule line: o These new narratives replace the Notes field that existed previously for Billing Schedule lines; all notes data is migrated to narratives during the upgrade to 8.7. When a schedule is invoiced, narratives are copied to the invoice as appropriate. 5. Billing Schedule Stock Codes Billing schedules now always default to the stock the Code field has been removed from the Billing Schedule window when creating a billing schedule, and the Code column has been removed from the Billing Schedule tab.

17 6. Converting Quotes to Invoices When selecting the Convert Quote to Invoice option on the Quote tab toolbar, the system now displays warning messages if any of the lines to be invoiced contain serialised or batch tracked stock items: 7. Freight on Job Invoices Users are no longer automatically prompted to add freight to invoices created from EXO Job Costing, regardless of whether or not freight is automatically added to invoices elsewhere in the EXO Business system.

18 Sub Job Roll up It is now possible to display the sub jobs of master jobs on job grids. A new Include Sub Job Lines option is available on the Quote, Timesheets, Costs and Invoice tabs of the Job Details window when viewing a master job when this option is ticked, the lines of all of the job s sub jobs are displayed: In addition, the Job Code column on the Quote, Timesheets and Costs tabs is now a dropdown that allows you to select the master job or any of its sub jobs, allowing users to quickly switch lines between jobs. The addition of these features makes it possible to perform bulk actions on all sub jobs of a master job, e.g. converting all quote lines to actuals or invoicing all lines, giving you more freedom to manage jobs by splitting them into sub jobs. When choosing to Invoice Job with Sub Jobs from the Invoice Job dropdown on the Invoice tab, the generated invoice has the correct Job Code for each sub job on the invoice lines and the Job Code for the master job on the invoice header. (Previously, all lines were set to the Job Code of the job that the invoice was generated from). A new Check for Alerts option is also available under the Invoice Job dropdown. Selecting this option checks all lines for errors that would prevent invoicing. A new Allow Invoice via Master Job option is available on the Details tabs of sub jobs. When this option is ticked, the job can be invoiced from the master job.

19 This option can also be set for all sub jobs on the Sub Jobs tab of a master job: If this option is unticked for a sub job, it will not be possible to select the job for invoicing on the Invoicing of Sub Jobs from Master Job window. Job Costing Extra Field Events Event logic has been added to Extra Fields in EXO Job Costing. This functionality, which was previously available for Sales Orders and Opportunities, allows Extra Fields on job headers and lines to be populated automatically. Extra Fields on the job header can be configured to update their values when the company account number on the job is first specified or when it is changed; similarly, Extra Fields on job quote lines or job transaction lines (timesheets, costs) can be configured to update whenever the stock code on the line is specified/changed. Setting up events on job Extra Fields means that it is possible for the Extra Fields set up on a company/stock item to flow through to the job. Extra Fields on the Details Tab Extra Fields in positions 1 5 are now displayed on the Details tab of the Job Details window:

20 Extra Fields in position 6 24 are displayed on the Extra Fields tab as in previous versions. When adding a new job, the Extra Fields on the Extra Fields tab can now be edited before saving the job. Extra Fields on Direct Time/Material Entry Any Extra Field defined for the JOB_TRANSACTIONS table will now appear on the Direct Time Entry and Direct Material Entry windows: If event logic has been set up for Extra Fields, these Extra Fields will auto populate based on the event logic when displayed on the Direct Time Entry and Direct Material Entry windows. Foreign Currency Debtors Debtor accounts that use a foreign currency can now be used in EXO Job Costing if the Allow foreign currency debtors in Job Costing Company level profile setting is enabled.

21 Changes to the Job Search Tab The following improvements have been made to the Search tab on the Job Management screen: 1. The screen now remembers the statuses of the filter panels, so that when they are turned on or off using the View menu, they will remain on or off when the screen is closed and re opened. If all filters are turned off, the filter area now disappears, giving more screen space for the search results. 2. The search grid now includes columns for master job codes and ID numbers, so that related sub jobs can be grouped together and jobs can be searched for by their master job. 3. The search grid now includes a Branch column, so that search results can be sorted by branch. Job Costing Dashboard Tabs The Analysis tab on the Job Details window in MYOB EXO Job Costing is now a Dashboard interface, containing the following widgets: Job Invoice Summary Job Summary Job Including Sub Jobs Job Snapshot Current Job Alerts

22 These widgets are based on Clarity reports, and can be customised to suit your needs. A second Dashboard tab has been added to the Job Details window. This Dashboard is blank by default, and can be customised with whatever widgets you require. Both new Dashboards accept the following input parameters: Current Job No Current Master Job No The Hide tabs in Job management screen profile setting has been updated to allow the new Dashboard tabs to be hidden if necessary the Dashboard tab is hidden by default. Custom Filters New custom filtering options are available on the Quote/Budget, Timesheets, Costs and Invoice tabs of the Job Details window. To create and apply filters, click the new Filter dropdown button:

23 Any filters that have already been defined are available in the dropdown. You can also select None to turn off filtering, or Maintain Filters to create and edit filters on the Maintain Filters window: To edit an existing filter, select it from the Filter dropdown. To create a new filter, click New. Filters are edited using the same interface that is currently available when creating Contact Lists and searching for Debtors in Advanced Search mode. Click Save after editing a filter to save the changes and apply the filter immediately. The icon on the Filter dropdown changes from red to green to indicate that a filter is currently applied. You can also apply an existing filter by selecting it from the dropdown and clicking Select and Close. Filters are saved separately for each tab, e.g. filters set up on the Costs tab will not be available on any other tabs. GL Codes on Debtor Invoices This release adds the ability to enter GL codes on Debtor Invoices in the core EXO Business module (but not EXO POS). To enter a GL code, followed by the code. You can also by itself and a partial GL code, and then press ENTER to search for a GL code. Once entered, lines containing GL codes are highlighted in green:

24 Improvements to GL Posting When right clicking on the batch details displayed on the Post to GL Ledgers window, the View Pre Posted Transactions right click option is now a sub menu with two options: Selected Account or All Accounts: The Selected Account option behaves the same as the View Pre Posted Transactions option in previous versions, showing the pre journals that will be posted for the account that was rightclicked on. The All Accounts option displays a consolidated view of all accounts in the grid: In both cases, the Pre Posted GL Transactions window now displays additional columns, showing more information about the batch.

25 Business Alerts This release adds the ability to set up custom business rules and alerts that are triggered when one of the following transactions is saved: Sales Order Purchase Order Creditor Invoice Debtor Invoice Opportunity Quote Job Quote Job Transaction Direct Material Entry Direct Time Entry Note: Alerts on Debtor and Creditor Invoices are only triggered from Invoice Entry screens, e.g. the Creditor Invoice Entry screen or the Invoice Entry screen in EXO Job Costing. They are not triggered when creating the invoice from another screen, e.g. when creating a Debtor Invoice from a Sales Order. Similarly, creating an Opportunity by copying an existing one will not trigger alerts on Opportunities. Rules using custom conditions can be attached to each of these system events; when a rule s conditions are met, a message can be displayed to the user and a notification can optionally be sent to one or more addresses.

26 Version 8.8 The Exonetlib.dll DLL has been updated in this release. When upgrading manually, make sure to install and register the upgraded DLL its version number should be xxx or later. CRM Advantage This release introduces EXO CRM Advantage: an enhancement to the EXO CRM module that extends its existing feature set with additional functions commonly required by sales reps and account managers. EXO CRM Advantage is a separately licensable module of MYOB EXO Business, and replaces EXO CRM module. To use it, you must purchase CRM Advantage licences for all of your current CRM users it is not possible to have a mixture of CRM and CRM Advantage licences. Once the new EXO CRM Advantage licence module is added and configured in the EXO Configurator, all CRM users are given access to the new CRM Advantage functions. When EXO CRM Advantage is licensed, the title bar of the EXO CRM module displays MYOB EXO CRM Advantage, and the module s dropdown menus are updated to provide access to the new functions: Adding CRM Advantage to a system adds the following features to the EXO CRM module: Users can set up pricing and discounting details from within EXO CRM. This includes access to the Discounts/Prices tab on the Debtor Account Details window and access to the Price Change Scheduler, Price Update Utility and Setup Price Policies functions. Users can create a Sales Order directly from EXO CRM, without first having to save it as a quote. Users can edit Sales Orders from within EXO CRM, provided they have the status Not Processed, Quotation, Standing Order or Layby. Users can access the Generate POs button on the Sales Order window to create backto back Purchase Orders (but cannot create Purchase Orders in any other way). Users can create and edit stock items from within EXO CRM, including One Off Stock items. Users can create and edit Bills of Materials in EXO CRM.

27 Serial number and batch number searching and tracking functionality is available in EXO CRM. This includes access to the Setup Stock Serial Numbers, Serial Number Tracking and Setup Stock Batch Code functions. Note: Users cannot process Sales Orders, supply stock or raise invoices from EXO CRM. Similarly, users cannot process Bills of Materials. The following table details the differences in functionality between EXO CRM and EXO CRM Advantage: Module Functionality EXO CRM EXO CRM Advantage CRM Opportunities Full Full Campaign Full Full Management Sales Budgets Full Full Sales & Customers Debtors, Prospects & Partial Partial Contacts Master Data Sales Quotation Full Full Sales Order Entry Quote only, no edit Full entry & edit Back to Back Full Purchase Order Creation Sales Order Supply None None A/R Invoices & Credits View View A/R Payments, Deposits & Refunds None None Purchasing & Suppliers Creditor Master Data View View Purchase Order Back to back only Purchase Receipt None None Landed Costs None None A/P Invoices & Credits View View A/P Payments & Refunds None None Marketing Contacts Full Full Marketing Lists Full Full Activities and tasks Full Full Bulk Full Full Inventory Inventory View Full On Off Stock items None Full Serial Numbers & View batches Stock Transfer None None Stock Take None None Price Policies and Partial Full Discounts Works Orders / BOM Processing None None General Calendar Full Full Dashboards Full Full Reporting Full Full Business Alerts Full Full

28 Geolocation Geolocation information (latitude and longitude) can now be saved for Debtors, Creditors, Non Accounts and Contacts, based on their addresses. This information can be used by the EXO API and the EXO OnTheGo mobile app search templates are available to return accounts that are located near the user, for example. Geolocation features are turned off by default, and can be activated using the new profile setting Prompt for unset map coordinates on saving delivery addresses, which has the following options: Disable map locating features geolocation details are never retrieved for records. Geolocation information will not be returned when querying accounts via the EXO API and the geolocationtemplate endpoint will be unavailable. Always prompt for un mapped delivery addresses when a delivery address is entered or changed a dialog box appears, asking the user if they want to retrieve new details. Never prompt for un mapped delivery addresses the system will automatically retrieve Geolocation information is based on the account s delivery address. The system uses Microsoft s Bing API to query Bing Maps for latitude and longitude details when the new Location button next to the address is clicked: The icon on this button indicates the status of the query: location has not been queried yet. location successfully retrieved. Clicking the button again will open your default browser, showing the location on Bing Maps. SHIFT+clicking the button will attempt to retrieve location details again. Right clicking on the button gives options to retrieve the details again and to confirm the details by displaying them next to a map on a new window.

29 location could not be retrieved. Hovering the mouse over the button will display a popup message indicating why the query failed. A Location button is also available for the EXO Business company s street address in EXO Configurator at Company > Company Details. Storing geolocation information for this address allows you to write custom reports or dashboard widgets that show records locations relative to the company. All Location buttons are hidden if the Prompt for unset map coordinates on saving delivery addresses profile setting is set to Disable map locating features. Bulk Loading Location Details Location details for accounts can be loaded in bulk from the EXO Configurator at Admin>Bulk Update>Geocoding To bulk update location details: 1. Use the Update locations for: dropdown to select the kind of account to update (Debtors, Creditors, Non Accounts or Contacts). 2. Use the Update where status is in: dropdown to filter the list of accounts by status. Only accounts that appear on the list will be updated. By default, accounts whose status is already OK are filtered out. 3. Click Bulk Update. The system attempts to retrieve details for each account in the list, and updates each account s status according to whether the attempt succeeds or fails. New Search Template This release ads a new search template to the SEARCH_TEMPLATES table. The new Bill of Materials template returns all Bill of Materials items in the system, with stock levels and types ( KitBOM or BuildBOM ). Improvements to Data Verification This release includes changes to improve the performance of the stock data verification procedures to on large databases. These changes include: New indexes have been added to the CR_ACCS, CR_TRANS, CR_INVLINES, DR_ACCS, DR_TRANS, DR_INVLINES and GLTRANS tables. Insignificant rounding imbalances (less than $0.10) are now hidden. A timestamp has been added to lines in the VERIFICATION_LINES table. The Verification complete messages that are displayed as the verification process runs include this timestamp; this can be used to determine if any areas are running slowly.

30 Business Alert Parameters This feature was introduced in EXO Business 8.7 Service Pack 1 Business Alerts can now be sent to an address associated with the record that generated the alert. New address parameters can be entered into the Other Recipients field when setting up a Business Alert action; when the alert is triggered, the parameter will be replaced with the relevant address for the record. Work in Progress Changes These features were introduced in EXO Business 8.7 Service Pack 1 This release includes updates to areas of the Job Costing system to further support the new Work in Progress logic introduced in EXO Business 8.7. Updates to the Ledger Reconciliation Widget EXO Business 8.7 added a WIP Control section to the Ledger Reconciliation Widget on the Systems Integrity section of the EXO Accountant s Assistant; this version adds new reports that are launched when this section is clicked on: Clicking the WIP LEDGER amount launches the Work in progress Closing Balance report (JCTWIPRetro.CLR). Clicking the VARIANCE amount launches the Work in Progress Value Reconciliation Exceptions report (GLJobReconciliationException.CLR). In an upgrade to EXO Business 8.7.1, the Ledger Reconciliation widget s configuration is updated to specify these two reports.

31 Job Costing Timesheets The Job Costing Timesheets utility (Timesheets.exe) now supports the new Work in Progress logic. When times are approved from this utility, the appropriate transactions are now created in JOB_TRANSACTIONS and STOCK_TRANS, as they would be when times are entered from the main Job Costing module. New Business Alerts This feature was introduced in EXO Business 8.7 Service Pack 1 Business Alerts can now be activated when a Sales Order is supplied. A new Supply Sales Order event is available in the EXO Configurator: All parameters available for the Save Sales Order event can be used for Supply Sales Order alerts (see the EXO Business Help for details of all parameters). Education Centre URL Profile Setting This feature was introduced in EXO Business 8.7 Service Pack 1 A new profile setting, MYOB EXO Business Education Centre URL (EDUCATION_CENTRE_URL), has been added. This setting specifies the URL of the web page that will be opened when the Education Centre dropdown menu procedure is clicked. Search Templates This feature was introduced in EXO Business 8.7 Service Pack 2 EXO Business now includes search templates, which are pre defined SQL filters that can be applied to searches in the EXO Business system. Search templates can take in parameters such as a Debtor account number, so that they can return results specific to one record. At present, search templates can be used via the EXO API for stock and company searches only future releases will make them available in the EXO Business user interface and extend their availability to other areas of the system. Search templates are stored in the new SEARCH_TEMPLATES database table this table is added in an upgrade to EXO Business 8.8 or later, or when installing the EXO API 1.0 SP1 or later. The SEARCH_TEMPLATES table comes with a set of default search templates: Name Description Last 100 Items Sold to this Account Takes in a Debtor account number and returns the last 100 stock items sold to that account. Available Stock Takes in a location ID number and returns the top 100 stock items that have available stock at that location.

32 Previous Invoice to this Account Top 10 Items Sold to this Account by Value Sell Down Items Customers Owe Me Money Customers with Current Orders Customers Active Last 30 Days Prospects Active Last 30 Days My Active Companies All Active Companies Bills of Materials Takes in a Debtor account number and returns the stock lines from the most recent invoice for that account (up to 100). Takes in a Debtor account number and returns the top 10 highest value stock items sold to that account. Returns the top 100 discontinued stock items (items where STOCK_CLASSIFICATION = 70) that still have stock. Takes in latitude and longitude coordinates and a radius (in km) and returns the top 10 Debtor accounts within the selected radius who have an outstanding balance above $ Takes in latitude and longitude coordinates and a radius (in km) and returns the top 10 Debtor accounts within the selected radius who have current Sales Orders. Takes in latitude and longitude coordinates and a radius (in km) and returns the top 10 Debtor accounts within the selected radius who have one or more transactions from the last 30 days. Takes in latitude and longitude coordinates and a radius (in km) and returns the top 10 Non Account records within the selected radius that have been updated in the last 30 days. Takes in latitude and longitude coordinates, a radius (in km) and a staff ID and returns the top 10 active Debtor accounts within the selected radius who have that staff member as their salesperson. Tales in latitude and longitude coordinates and a radius (in km) and returns the top 10 Debtor accounts within the selected radius whose Active flag is enabled Returns all Bills of Materials in the system, with stock levels and types ( KitBOM or BuildBOM ) Expert users can create their own search templates by inserting records into this table see the new Search Templates White Paper for details on the required fields and information on how to write the SQL statement that generates the search results. This White Paper is available in the EXO Business Education Centre. Search templates are currently accessible via the EXO API only. A call to one of the following endpoints returns a list of available templates: searchtemplate lists all search templates in the system. geolocationtemplate lists only search templates for location based searches on company accounts (TYPE = G). stocksearchtemplate lists only search templates for searches on stock items (TYPE = S).

33 To use a search template to return search results, call the relevant endpoint with the ID number of the search template you want to use, e.g. Depending on the search template being called, the call may need to pass parameters to filter the search results. Parameters are passed using standard HTTP query parameters, e.g. This will return search results using the search template with the ID number 1, passing in the Debtor account number 21 and the search string airfil as parameters. Parameters can be passed in any order.