What we shipped, in plain language.

Creating, changing and deleting a customer now need their own permissions rather than the lead view permission, and the screen hides what the user may not do. Existing customised roles keep their current access.

The GSTIN is checked for its format, state code and check character, and the Tax ID must match the PAN inside the GSTIN — or is filled from it. The address list shows the address type and country by name, and the customer, address and contact dialogs show errors against the field at fault.

A new UAT Test Scripts page under Help & Support holds step-by-step acceptance test scripts, common to every client in the same way as the help pages. Each script is organised into test cases and steps with the expected result, and can be printed or downloaded as a blank Excel execution workbook.

The first script is UAT-MD-001 Customer Master (19 cases, 66 steps).

A new UAT Testing page records a test run in the company’s own database. A run keeps a copy of the script, its version and the build under test, so later changes to the script never alter what was tested. Testers mark each step Pass, Fail or Blocked; a Fail or Blocked step must state the actual result. A live progress board shows where the run stands, and the results export to Excel.

The run is signed off by the Tester, the Process Owner and the Implementation Lead — one person per role, each confirming their identity again (authenticator code, or password) at the moment of signing. Acceptance locks the results; a rejection withdraws the sign-offs and reopens the run. New roles UAT Tester and UAT Signatory grant access.

Converting a planned order to a purchase requisition, and raising one from the Replenishment worklist, failed with “Cannot assign ‘Production Planning’” after the requisition’s cost centre became a link to the cost-centre master. The requisition is now raised without a cost centre, as sub-contract and external-service requisitions already are.

The order Time & Action calendar was a separate calendar beside Task Management. Each order’s TNA is now a task project and each milestone a task, generated from a task template marked for TNA — so milestones appear in My Tasks and can be assigned, commented on and have time booked against them. A milestone with no owner falls to the order’s merchandiser and is reported as a warning.

The in-app help now covers Employee Relations, Employee Loans & Advances and Objects on Loan, and the GST receipt voucher and over-billing debit note articles are updated.

The made-to-order sales order list loads about four times faster on large tenants.

A new dashboard at CRM → Merchandising brings together the made-to-order sales orders: what is late, what is due, each order’s Time & Action milestones, buyer approvals, date revisions and — for users allowed to see it — margin. A figure that cannot be read shows “Not available”, never zero.

An order’s TNA is generated from a template chosen by buyer and style complexity and back-scheduled from the due date. Milestone status comes from the dates; a decided buyer approval completes its milestone. A revised delivery date or a cancellation needs a reason code.

On a foreign-currency customer ledger, the balance strip printed dollar amounts behind a rupee sign. Each figure is now converted at its own booked rate, the rupee closing balance is the sum of the open items, and the statement shows outstanding in two columns — INR and the ledger’s currency. A part-paid invoice now shows only its open portion as outstanding, not its full value.

The open items of a manual vendor payment are now a full grid, with filtering, sorting, grouping, totals and Excel export.

A Print action on the direct invoices grid opens a preview of the actual PDF, with Print, Download and Open in a tab. A debit line prints negative so the sheet adds up to its own total, a document that nets to a debit is titled Credit Note, tax is summarised by rate, and a draft prints with a DRAFT banner so it can go to an approver before posting.

The Projects screen can now sync a project’s tasks with its current template and reschedule them — the same action that was available only in the admin console. It is offered for a planned project with a template, and reports the tasks added, updated and removed.

Reversing a customer receipt gives its allocations back, so a reversed receipt reappeared on the Payment Allocation worklist at its full value, as if nothing had been applied. Reversed, cancelled and failed receipts are now excluded, and the Unallocated column shows the same figure the list is filtered on.

On the cutting QC screen, “Rejected Pcs” was saved as rework, and a bundle only partly reworked or rejected appeared on neither the Rework nor the Rejected tab. Rejected pieces now have their own figure, and both tabs list partial verdicts.

A lay’s waste is broken down by waste type, maintained on a new Waste Types page with a rate per kg. Each line keeps the rate it was valued at; a type with no rate is left unvalued rather than valued at zero.

A lay slip now records waste once per lay, covering all its bits, and compares it with the waste the marker expects once every bit is weighed. Roll-wise recording remains available but is optional, and neither gates completing the slip.

Employees can request a loan or advance, which is approved through the levels its loan type requires, disbursed, and repaid through payroll against a repayment schedule. The schedule is the balance: payroll reads the instalment due, and the approved payroll run records it as repaid. A change to the loan regenerates the schedule from that period onward, and take-home pay is never driven negative. At exit, the final settlement recovers the outstanding balance.

A direct customer invoice line can now state a quantity and rate (which derive the amount), an HSN/SAC code and the sales order it relates to. A line can also be entered on the debit side, for a discount or contra charge that reduces the invoice.

Reversing a journal on the Journal Entries screen now asks for a reversal date as well as a reason, and shows the reason a reversal is refused. Typing in the dialog no longer lags.

A new Layout control saves a grid’s column visibility, order and width per user, with save-as, a default layout and reset. It is available on the Journal Entries, Bank Book, Customer Ledger, Payments Received, Payment Register and Vendor Invoice lists.

Typing a date on the Bank Book fetched the whole account history several times before the date was complete. The query now runs once the date is typed; Refresh still runs immediately.