{"id":13033,"date":"2024-01-29T11:32:12","date_gmt":"2024-01-29T03:32:12","guid":{"rendered":"https:\/\/www.synergixtech.com\/?post_type=news-event&#038;p=13033"},"modified":"2024-01-29T11:59:19","modified_gmt":"2024-01-29T03:59:19","slug":"synergix-erp-software-updates-january-2024","status":"publish","type":"post","link":"https:\/\/www.synergixtech.com\/th\/blog\/synergix-erp-software-updates-january-2024\/","title":{"rendered":"Synergix ERP Software Updates | January 2024"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Dear Valued Clients,<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thank you for your continued truth in the Synergix Enterprise Resource Planning (ERP) System. We appreciate all of your feedback, hence today we&#8217;ve made some adjustments that will help all of our users.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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\u2019s see some useful improvements for the month of January 2024.<\/span><\/p>\n<h2 style=\"text-align: center;\"><b>Project &amp; Contract<\/b><\/h2>\n<p><b>1.Bank Account Number for PayNow in Project Invoice<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">(FC: 9116, <\/span><span style=\"font-weight: 400;\">TH5_PJ_BILL_BY_PROJECT_PHASE_RETENTION_V1, <\/span><span style=\"font-weight: 400;\">TH6_PJ_ADVANCE_PAYMENT_REQUEST_V1,&nbsp;<br \/>\n<\/span><span style=\"font-weight: 400;\">TH6_PJ_ADVANCE_PAYMENT_REQUEST_V2,&nbsp;<br \/>\n<\/span><span style=\"font-weight: 400;\">TH6_PJ_PROJECT_CLAIM_V1,&nbsp;<\/span><span style=\"font-weight: 400;\">TH6_PJ_WORK_ORDER_BILLING,&nbsp;<br \/>\n<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400183,&nbsp;<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400184,&nbsp;<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_300265,&nbsp;<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400231,&nbsp;<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400232)&nbsp;<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-13035 aligncenter\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Bank-Account-Number-for-PayNow-in-Project-Invoice.png\" alt=\"Synergix\" width=\"1236\" height=\"408\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Bank-Account-Number-for-PayNow-in-Project-Invoice.png 1236w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Bank-Account-Number-for-PayNow-in-Project-Invoice-300x99.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Bank-Account-Number-for-PayNow-in-Project-Invoice-1024x338.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Bank-Account-Number-for-PayNow-in-Project-Invoice-768x254.png 768w\" sizes=\"(max-width: 1236px) 100vw, 1236px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">In the <a href=\"https:\/\/www.synergixtech.com\/\" target=\"_blank\" rel=\"noopener\">Synergix ERP software<\/a> Project module, we made changes on the Project Invoice screen in order t<\/span><span style=\"font-weight: 400;\">o apply existing company module config &#8220;Default Bank Account Number for PayNow&#8221; to Project Invoice.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What&#8217;s the change was about:&nbsp;<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">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 &#8220;Default Bank Account No. for PayNow&#8221; (suppose that Project module config &#8220;Display Bank&#8217;s Info in Project Invoice screen&#8221; = Y)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Project Invoice Business Formats: display Bank info that is selected on screen.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">As a result, default Project invoice&#8217;s bank info from &#8220;Default Bank Account No. for PayNow&#8221; in Company Configuration and display in Business Formats.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><b>2.Enhance standard Business Format to only show the field when there is data <\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">(FC: <\/span><span style=\"font-weight: 400;\">TH5BS_PJ_300265,&nbsp;<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400231, <\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400232,&nbsp;<\/span><span style=\"font-weight: 400;\">TH6BS_PJ_300458,&nbsp;<\/span><span style=\"font-weight: 400;\">TH6BS_PJ_300459 ,<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400183,&nbsp;<\/span><span style=\"font-weight: 400;\">TH5BS_PJ_400184)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"alignnone wp-image-13054 size-full\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Enhance-standard-BZF-to-only-show-the-field-when-there-is-data-1.png\" alt=\"Synergix\" width=\"1114\" height=\"187\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Enhance-standard-BZF-to-only-show-the-field-when-there-is-data-1.png 1114w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Enhance-standard-BZF-to-only-show-the-field-when-there-is-data-1-300x50.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Enhance-standard-BZF-to-only-show-the-field-when-there-is-data-1-1024x172.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/Enhance-standard-BZF-to-only-show-the-field-when-there-is-data-1-768x129.png 768w\" sizes=\"(max-width: 1114px) 100vw, 1114px\" \/><\/span><\/p>\n<p><b>3. New standard project invoice Business Formats (FC: TH6BS_PJ_300458, TH6BS_PJ_300459)&nbsp;<\/b><\/p>\n<p><span style=\"font-weight: 400;\">In the Synergix ERP software Project module, we have made changes in Project Invoice Business Formats. <\/span><span style=\"font-weight: 400;\">The change was to standardise Project Invoice Business Formats<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Two new Project Invoice Business Formats were created are:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">TH6BS_PJ_300458<\/span><\/p>\n<p><span style=\"font-weight: 400;\">TH6BS_PJ_300459<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">The header information (i.e: Project Manager, Customer Job No., &#8230;) in the new Business Format will be hidden if there is no data<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Display Bank information.&nbsp;&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">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.&nbsp;<\/span><span style=\"font-weight: 400;\">The Bank Account No. for Paynow will be displayed in the new Business Format (if there is data).<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<h2 style=\"text-align: center;\"><b>Payroll &amp; Finance<\/b><\/h2>\n<p><b>4.<\/b><b> <\/b><b>Enhancement to Draft Payment Listing and Draft Receipt Listing (FC: TH6R_AP_000018, TH6R_AR_000016) <\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">In Synergix ERP software Account Payable and Account Receivable module, we made changes in Draft Payment and Receipt Listing Reports.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To enhance the design for better customer experience,&nbsp; a<\/span><span style=\"font-weight: 400;\">&nbsp;new column had been added, which is Total Bank Charge Home Amount.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-13038\" src=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/100298219.png\" alt=\"Synergix\" width=\"1320\" height=\"402\" title=\"\" srcset=\"https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/100298219.png 1320w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/100298219-300x91.png 300w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/100298219-1024x312.png 1024w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/100298219-768x234.png 768w, https:\/\/www.synergixtech.com\/wp-content\/uploads\/2024\/01\/100298219-1245x379.png 1245w\" sizes=\"(max-width: 1320px) 100vw, 1320px\" \/><\/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 Clients, Thank you for your  &hellip; <a href=\"https:\/\/www.synergixtech.com\/th\/blog\/synergix-erp-software-updates-january-2024\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":13034,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[14],"tags":[],"class_list":["post-13033","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergix-e1-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/posts\/13033","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/comments?post=13033"}],"version-history":[{"count":18,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/posts\/13033\/revisions"}],"predecessor-version":[{"id":13057,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/posts\/13033\/revisions\/13057"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/media\/13034"}],"wp:attachment":[{"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/media?parent=13033"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/categories?post=13033"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.synergixtech.com\/th\/wp-json\/wp\/v2\/tags?post=13033"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}