Change Log

Users entering sales orders no longer require Customer modify permissions

The Account Status field on the customer record may be updated when an order is entered and released which previously required explicit modify permissions on the Customer table

The Clever Credit permission set now includes Indirect modify permission to the customer table which is elevated by the account status calculation code

Different interaction types - ability to select between them on the interaction page

"Make Phone Call" label changed to "Create Interaction"

Style Credit Status on Sales Header.

Call to SetCreditManagementStatusStyle is OnValidate of field "Credit Mgt. Status Style TMN" which is never called. Make this call from OnValidate of "Credit Status TMN".

Set Style and StyleExpr properties on Sales Order page.

Allow a custom subscriber to have a custom definition of

Overdue Credit

TotalOverCreditLimit

Or just override the entire function to decide whether a particular order should be credit held or not

2.2.16 has two fields:

"Company Registration No."

"Company Registration No. TMN"

We cannot publish this version to AppSource with a field without the TMN suffix. We will need to remove the first field and ForceSync when we upgrade.

Clever Credit Page Filters - Set the filter on the Credit Controller page according to the following logic:

If the current user is the default credit controller then show customers with a matching or blank credit controller code

If the current user is not the default credit controller, filter to customers with a matching credit controller code

If no customer records fall within the filter, then remove change the filter to show customers with a blank credit controller code.

Credit Held Reason Priority - Change the order in which Credit Held Reasons are assigned to orders. Reasons in order of importance:

Overdue (most important to show)

Over Credit Limit

Blocked

Credit Hold All Documents (least important to show)

Progress Bar for Recalculate Functions – Add a progress bar to the Recalculate X functions that are run On Open of the Clever Credit page.

Calculate account status of the sell-to customer no. on release of a sales document. Recalculate the status of the sell-to customer no. when a sales document is released. This is for the scenario where an outstanding order puts a customer over their credit limit.

SETFILTER on Hold Incorrect - Overdue Credit query uses a filter on the On Hold field

Add "Account Status" option/enum card. Add this field (non-editable) to the customer card and list and credit control pages. Add a function to calculate the value of this field - allow it to be overridden by a subscriber.

Blank

Overdue

Over Credit Limit

Blocked

Descriptions on Interactions/To-Dos - make better use of the description field on interactions/to-dos to make it clearer why certain records have been created.

Move To-Dos Description - Move the description field below the customer fields on the To-Do card and after the customer fields on the To-Do List. Also, show the To-Do Entry No. as the first column on the To-Do list page.

Descriptions on Interactions - Add a description field to the interaction card - which should be editable. This description should carry through to the to-do when automatically creating a to-do because a next interaction date has been entered.

If the description field is blank when the Next Interaction Date is populated, populate the description with the text "Follow up call from %1" where %1 is the date of this interaction.

Description of To-Do’s Created from Promised Payment Date - When we automatically create a to-do by entering a promised payment date on a customer ledger entry, we should populate the description of that to-do with "Check promised payment has been received."

Improvements made to the:

Assisted setup pages – fields moved around, clearer labeling of fields and what setup is required.

Credit Controller pages – clearer visibility of setup

Sales Documents - highlight credit held documents, show necessary Clever Credit fields to carry out sales actions correctly.

Notifications for JIT (Just in Time – prompt accordingly when setup needs to be done, rather than as soon as the App is installed) Setup.

Notification to perform global setup when the app is first installed

Link to open Credit Control page

Notification to create some credit controllers when Credit Control page is opened.