{"id":12558,"date":"2023-11-28T10:33:37","date_gmt":"2023-11-28T02:33:37","guid":{"rendered":"https:\/\/www.synergixtech.com\/?post_type=news-event&#038;p=12558"},"modified":"2024-01-03T09:04:21","modified_gmt":"2024-01-03T01:04:21","slug":"synergix-erp-software-updates-november-2023","status":"publish","type":"post","link":"https:\/\/www.synergixtech.com\/ja\/blog\/synergix-erp-software-updates-november-2023\/","title":{"rendered":"Synergix ERP Software Updates | November 2023"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Dear Valued Customers,<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">We appreciate your ongoing belief in and support for Synergix ERP software. You&#8217;ll be informed about the most recent features with this newsletter. These improvements are part of our efforts to embrace innovation and make our products more user-friendly for the benefit of our customers.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">A few updates for November 2023 are provided here.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: center;\"><b>Project &amp; Contract&nbsp;<\/b><\/h2>\n<h3 style=\"text-align: justify;\"><b>1. Add Segment filter in Project Summary Report (FC<\/b><b>: 4553<\/b><b>)<\/b><span style=\"font-weight: 400;\">&nbsp;<\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In the Synergix ERP software Project module, we made changes in Project Summary by Project Class in Home Currency (Security By Team Member) Report screen.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The reason for change was to allow users to control what are the intended projects to be included in the report by filtering via respective Segment Code.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">We added 4 report filters for the generation of Project Summary by Project Class in Home Currency (Security By Team Member) Report (report key = RPPJ4553), i.e.: Segment 1 Code, Segment 2 Code, Segment 3 Code and Segment 4 Code. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">As a result, users are able to filter by segment when generating report Project Summary by Project Class in Home Currency (Security By Team Member)<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-12560\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100283746-ir.png\" alt=\"Synergix\" width=\"1235\" height=\"820\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100283746-ir.png 1235w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100283746-ir-300x199.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100283746-ir-1024x680.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100283746-ir-768x510.png 768w\" sizes=\"(max-width: 1235px) 100vw, 1235px\" \/><\/p>\n<h3 style=\"text-align: left;\"><b>2. Enhance Project Order import panel &amp; import excel file (FC: TH6_PJ_PROJECT_ORDER_V2)&nbsp;<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In the Synergix ERP software Project module, we made changes on the Project Order screen.&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">To implement the new import function, a new Project Order screen was created.&nbsp;&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The new Project Order screen applies a new Import function that is more user friendly and allows users to input Progress Retention % &amp; Discount amount for individual phases.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12561\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/922.png\" alt=\"Synergix\" width=\"1317\" height=\"724\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/922.png 1317w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/922-300x165.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/922-1024x563.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/922-768x422.png 768w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/922-1245x684.png 1245w\" sizes=\"(max-width: 1317px) 100vw, 1317px\" \/><\/p>\n<h3 style=\"text-align: left;\"><strong>3. Ne<\/strong><b>w module config to control which import file to be downloaded in Project Budget Screen &amp; Import Panel Enhancement (FC: TH6_PJ_PROJECT_BUDGET_V1).&nbsp;<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In the Synergix ERP software Project module, there was a change in the Project Budget screen to update old import components to new ones with updated UI.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">New import components allow users to track and re-download previously uploaded files. It also allows an easier view of error notification. However, the new import component only supports 1 standard import template to download.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12562\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391.1.png\" alt=\"Synergix\" width=\"1010\" height=\"483\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391.1.png 1010w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391.1-300x143.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391.1-768x367.png 768w\" sizes=\"(max-width: 1010px) 100vw, 1010px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12563\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391.png\" alt=\"Synergix\" width=\"1006\" height=\"363\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391.png 1006w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391-300x108.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/391-768x277.png 768w\" sizes=\"(max-width: 1006px) 100vw, 1006px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: left;\"><strong>4.<\/strong> <b>Change standard component to preview business format of Contract module <\/b><strong>(FC: TH6_SV_SERVICE_BILLING, TH6_SV_SERVICE_ORDER_PERFORMANCE, TH6_SV_SERVICE_QUOTATION, TH6_MC_CONTRACT_QUOTATION, TH6_MC_CONTRACT_ORDER, TH6_MC_CONTRACT_BILLING, TH6_CONTRACT_QUOTATION_V1, TH6_CONTRACT_ORDER_V1, TH6_MC_CONTRACT_BILLING_V1)&nbsp;<\/strong><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In <a href=\"https:\/\/www.synergixtech.com\/\" target=\"_blank\" rel=\"noopener\">Synergix ERP software<\/a> contract and service module, we made changes in these screens including: service quotation, service order performance, service billing, contract quotation, contract order and contract billing screen with corresponding form codes:<\/span><\/p>\n<ul>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_SV_SERVICE_BILLING<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_SV_SERVICE_ORDER_PERFORMANCE<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_SV_SERVICE_QUOTATION<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_MC_CONTRACT_QUOTATION<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_MC_CONTRACT_ORDER<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_MC_CONTRACT_BILLING<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_CONTRACT_QUOTATION_V1<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_CONTRACT_ORDER_V1<\/span><\/li>\n<li style=\"text-align: justify;\"><span style=\"font-weight: 400;\">TH6_MC_CONTRACT_BILLING_V1<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">We changed how the preview of the business format of service and contract modules &#8211; to follow standard components to be the same with other modules for above form codes.&nbsp;&nbsp;<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">As a result, the system displays business format on the same screen instead of displaying on another tab of business format.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12594\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1.png\" alt=\"Synergix\" width=\"2404\" height=\"1190\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1.png 2404w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1-300x149.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1-1024x507.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1-768x380.png 768w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1-1536x760.png 1536w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1-2048x1014.png 2048w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.1-1245x616.png 1245w\" sizes=\"(max-width: 2404px) 100vw, 2404px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12595\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2.png\" alt=\"Synergix\" width=\"1635\" height=\"1180\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2.png 1635w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2-300x217.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2-1024x739.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2-768x554.png 768w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2-1536x1109.png 1536w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2023\/11\/100288737-.2-1245x899.png 1245w\" sizes=\"(max-width: 1635px) 100vw, 1635px\" \/><\/p>\n<h2 style=\"text-align: center;\"><b>Payroll &amp; Finance&nbsp;<\/b><\/h2>\n<h3><b>5. Copy over Sales Person and Exchange Rate from Sales Billing Invoice&nbsp;<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Currently, Account Receivable Credit Note copy from invoice feature does not copy the Sales Person and Exchange Rate field of the invoice copied. The enhancement makes it possible to copy over the Sales Person of the invoice being copied from, as well as the Exchange Rate.&nbsp;&nbsp;<\/span><\/p>\n<p style=\"text-align: center;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-ico-before dashicons-admin-comments\" style=\"background-color: #385e9c; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.synergixtech.com\/contact-us\/\">Contact Us <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dear Valued Customers, We appreciate you &hellip; <a href=\"https:\/\/www.synergixtech.com\/ja\/blog\/synergix-erp-software-updates-november-2023\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":12559,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[14],"tags":[],"class_list":["post-12558","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergix-e1-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/posts\/12558","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/comments?post=12558"}],"version-history":[{"count":6,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/posts\/12558\/revisions"}],"predecessor-version":[{"id":12596,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/posts\/12558\/revisions\/12596"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/media\/12559"}],"wp:attachment":[{"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/media?parent=12558"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/categories?post=12558"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.synergixtech.com\/ja\/wp-json\/wp\/v2\/tags?post=12558"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}