29 Jan 2024
Dear Valued Clients,
Thank you for your continued truth in the Synergix Enterprise Resource Planning (ERP) System. We appreciate all of your feedback, hence today we’ve made some adjustments that will help all of our users.
Thank you for trusting us and allowing us to be a part of your success. Wishing you a New Year overflowing with even greater accomplishments. Let’s see some useful improvements for the month of January 2024.
Project & Contract
1.Bank Account Number for PayNow in Project Invoice
(FC: 9116, TH5_PJ_BILL_BY_PROJECT_PHASE_RETENTION_V1, TH6_PJ_ADVANCE_PAYMENT_REQUEST_V1,
TH6_PJ_ADVANCE_PAYMENT_REQUEST_V2,
TH6_PJ_PROJECT_CLAIM_V1, TH6_PJ_WORK_ORDER_BILLING,
TH5BS_PJ_400183, TH5BS_PJ_400184, TH5BS_PJ_300265, TH5BS_PJ_400231, TH5BS_PJ_400232)
In the Synergix ERP software Project module, we made changes on the Project Invoice screen in order to apply existing company module config “Default Bank Account Number for PayNow” to Project Invoice.
What’s the change was about:
- Project Invoice screens: When a new Project invoice is created, either via Progressive Billing, Retention Billing, Project Claim, Advance payment invoice, or Work Order Billing, system will default Bank Account No. maintained at Company config “Default Bank Account No. for PayNow” (suppose that Project module config “Display Bank’s Info in Project Invoice screen” = Y)
- Project Invoice Business Formats: display Bank info that is selected on screen.
As a result, default Project invoice’s bank info from “Default Bank Account No. for PayNow” in Company Configuration and display in Business Formats.
2.Enhance standard Business Format to only show the field when there is data
(FC: TH5BS_PJ_300265, TH5BS_PJ_400231, TH5BS_PJ_400232, TH6BS_PJ_300458, TH6BS_PJ_300459 ,TH5BS_PJ_400183, TH5BS_PJ_400184)
In this enhancement, we made changes in the standard Business Formats to only show the header fields when there is data to be pulled, else hide the fields on Business Format.
3. New standard project invoice Business Formats (FC: TH6BS_PJ_300458, TH6BS_PJ_300459)
In the Synergix ERP software Project module, we have made changes in Project Invoice Business Formats. The change was to standardise Project Invoice Business Formats
Two new Project Invoice Business Formats were created are:
TH6BS_PJ_300458
TH6BS_PJ_300459
- The header information (i.e: Project Manager, Customer Job No., …) in the new Business Format will be hidden if there is no data
- Display Bank information.
As a result, two new standard Project invoice Business Formats with more friendly UI are created for project retention and project advance payment invoice. Users can add the new Business Format to Project Invoice preview list. The Bank Account No. for Paynow will be displayed in the new Business Format (if there is data).
Payroll & Finance
4. Enhancement to Draft Payment Listing and Draft Receipt Listing (FC: TH6R_AP_000018, TH6R_AR_000016)
In Synergix ERP software Account Payable and Account Receivable module, we made changes in Draft Payment and Receipt Listing Reports.
To enhance the design for better customer experience, a new column had been added, which is Total Bank Charge Home Amount.
