Dear Valued Clients,
We trust you found new ways to work and team up, to learn, and also to stay safe during the pandemic. We hope Synergix ERP solutions have contributed to the process in some manner.
While exploring remote work from our homes and discovering approaches to stay productive, the Synergix team didn’t seem to have slowed down. As part of our commitment to continuous innovation and improvements, we have launched new reports, features, and updates for the benefits of all clients.
Meanwhile, we would like to give you a quick glance at this August’s updates! Thank you for your trust in Synergix Technologies.
PROJECT & CONTRACT
1. Project Quotation/ Project Order Import Template (FC: TH6_PJ_PROJECT_QUOTATION_COSTING_SHEET_BY_ITEM_COD_E2, TH6_PJ_PROJECT_QUOTATION_COSTING_BY_BGT_CAT_E2, TH6_PJ_PROJECT_ORDER_E2, TH6_PJ_PROJECT_ORDER_BQ_NO_COST_ITEM_E2)
In Synergix ERP system, users now can import project phase data and cost item data to Project Quotation and Project Order screens as the import button is added to those screens. Upon clicking on the “Download” button, import popup will appear. Then, ERP system users can click on “Download” to take the template.
2. UI Enhancement in Project Quotation, Project Order, Project Claim screens (FC: TH6_PROJECT_QUOTATION_COSTING_SHEET_BY_ITEM_COD_E2, TH6_PJ_PROJECT_QUOTATION_COSTING_BY_BGT_CAT_E2, TH6_PJ_PROJECT_ORDER_E2, TH6_PJ_PROJECT_ORDER_BQ_NO_COST_ITEM_E2, TH6_PJ_PROJECT_CLAIM_E2)
In Project module of Synergix ERP system, Project Quotation, Project Order, and Project Claim screens are to generate and modify equivalent documents. Hence, these screens usually contain many important details and necessary information.
To optimise the usage of these screens and limit human errors, Collapse and Expand arrow buttons are designed to show and hide the right-side panel with a summary of the necessary information in the project. Now, ERP system users can utilise the screens without scrolling left or right too many times to collate information.
3. Mandatory Work Done Period in Project Claim Screen (FC: TH6_PJ_PROJECT_CLAIM_E2)
In Synergix ERP system, the purpose of Project Claim screen is to generate claim vouchers. Users basing on a certified amount of work can generate invoices for projects. Now, the screen comes with the Work Done Period field. Hence, ERP software users can input work done period with remarks if needed.
PAYROLL & FINANCE
1. E2 Reminder Letter (FC: TH6_REMINDER_LETTER)
E2 Reminder Letter screen is now available in Synergix ERP software with new UI enhancements. In this screen, Synergix users can create a Reminder Letter template and send it to clients to remind them to make a payment for overdue invoices.
To enable this screen in Synergix ERP system, users can access Master Setup > Finance > Accounting > Reminder Letter.
2. E2 Fixed Asset Category & Location (FC: TH6_FIXED_ASSET_CATEGORY, TH6_FIXED_ASSET_LOCATION)
The E2 Fixed Asset Category & Location screens are two screens enhanced in UI by Synergix Technologies.
- E2 Fixed Asset Category screen allows Synergix users to maintain the fixed asset category globally to all company branches so that they will have the same list of fixed asset categories. To use E2 Fixed Asset Category screen, ERP Software users can access to Master Setup → Finance → Fixed Asset → Category.
- With the E2 Fixed Asset Location screen, users can also create, update or remove various fixed asset locations. And to enable E2 Fixed Asset Location screen, kindly access to Master Setup → Finance → Fixed Asset → Location.
3. E2 Fixed Asset Class (FC: TH6_FIXED_ASSET_CLASS)
Similarly, we have changed the UI design for the E2 Fixed Asset Class. With the E2 Fixed Asset Class screen, it enables Synergix users to create various fixed asset classes. ERP system users also can update or remove the fixed asset class from this screen.
Users can use this screen by accessing Master Setup → Finance → Fixed Asset → Fixed Asset.
4. E2 Credit Note Category, General Ledger Document Type & General Ledger Revaluation (FC: TH6_CREDIT_NOTE_CATEGORY, TH6_GL_DOCUMENT_TYPE, TH6_GL_REVALUATION)
E2 Credit Note Category, General Ledger Document Type & General Ledger Revaluation screens are other standard screens which have been enhanced with a new UI design. Synergix users now can choose and maintain the credit note category, general ledger document type, and revaluation globally to all companies. Hence, they can utilise the same list of equivalent sources.
5. Serial Number Generation (FC: TH6_AP_INVOICE_BGT_SCH)
In Synergix ERP system, Account Payable (AP) Invoice screen is used to key in purchase invoices from suppliers. Now, there are new fields added in AP Invoice screen including Prefix, Suffix, First Serial Number, and Last Serial Number in E2 AP Invoice screen. Therefore, E2 AP Invoice screen can help users automatically generate inventory serial numbers by selecting prefix, suffix, and number of serials.