What we shipped, in plain language.

A released structure is changed only by a Change Order by design, but the BOM list, detail and form all still offered a plain Edit whose save could never succeed - a user who had already released a change order still hit the refusal and read it as the change order not working.

• Edit on a locked BOM in the list or detail page now opens a new Change Order pre-filled with that structure; the detail button reads “Raise Change Order”.
• Opening the BOM form directly on a locked BOM shows an info banner with the same action, and Update is disabled.
• The lock itself, and when it applies, is unchanged.

A new Change Management Settings page under Production Planning > Change Orders edits the BOM change-order configuration per company, with the tenant default as the fallback - including the switch that makes change orders optional for a company. A new company row is pre-filled from what the company resolves to today.

A line added to a new Purchase Order was stored with its Asset Class or Service picker flattened to a plain id, then flattened again when the order was saved - so an asset line reached the server with no asset class and was refused, and a service line lost its service the same way. The stored line now keeps the picker object.

The Sales Order field no longer shows as required on an asset line, matching what the server already allowed.

• An invoice could go into two payment runs at once, and executing both paid the vendor twice. An invoice is now held by the open run it is in, Due Invoices shows which run, and posting a run refuses an invoice that was settled since it was proposed. A run that is only proposed or approved can now be cancelled to release its invoices.
• Posting a payment run, generating its bank file, recording a UTR and reversing a payment ran on read-only access; they now require the proper AP approve / release / reverse permission, and the screens show only the actions a user may take.
• A payment reversal could itself be reversed, and a submitted or executed run could be deleted.
• The same vendor invoice number could be booked twice for a vendor in one financial year.
• An invoice that had consumed a down payment could never be reversed.
• A foreign-currency PO invoice with no exchange rate posted at 1:1; a rate of 1.000000 on a foreign invoice is now refused, as it already was for advances.
• The AP TDS Report and the Cash Forecast failed on every run; the TDS report also missed tax withheld at invoice posting and the PAN column, and the Cash Forecast put every invoice under NEFT.
• Outstanding Payables, Cash Forecast and the TDS Report asked for a typed company id; all three now use a picker.
• No RCM category could be created, and an RCM invoice posted without its liability, so no self-invoice, GST payment or ITC claim was possible.
• Vendor Reconciliation and the AP Dashboard answered any logged-in user; they now require AP access.

• Saving a new asset saved nothing.
• Posting a disposal, revaluation or CWIP capitalisation always failed.
• The Asset Movement report failed, and the Reports page listed nothing.
• An asset with no useful life on file was silently written off in one month; it is now left out of the depreciation run and reported, and the rest of the run still posts.
• The transfer picker stopped showing assets past the thousandth on the register, and the asset form had nowhere to set a work center.
• A partial capitalisation activated the whole asset and stranded the remaining cost in CWIP.
• An asset already under disposal could be disposed a second time, and a posted asset could be deleted.
• Every fi-aa screen now rounds amounts to the rupee consistently.

Nine new scripts, UAT-FI-011 to UAT-FI-019: AP posting configuration and house banks, invoices against purchase orders, invoice differences and the over-billing debit note, non-PO invoices, invoice reversal, the payment run, bank payment files and UTR capture, manual payments, and advance payments and credit allocation.

UAT-HR-026 records how the Employee Master screen behaves today: its API checks only that a user is logged in, not that they hold the Employee Master permission, so the sidebar hides the page but the URL does not; and an employee can have more than one address marked default or bank account marked primary, unlike the customer master.

Nine new scripts, UAT-FI-002 to UAT-FI-010: setup, the asset master, manual acquisitions, procurement with CWIP and capitalisation, depreciation, transfers, disposals, revaluations, and reports and access.

Six new scripts, UAT-HR-020 to UAT-HR-025: setup and access, the OT close and mill split, the garment split and worker week, other earnings and the run and its approval, posting and payment files and reversal, and the registers and statements.

Writing them found and fixed: “Hold at my step” being refused for the step’s own approver; a run one person approved twice being wrongly marked Approved instead of sent back; a ceiling profile with no ceiling being refused with a confusing message; the frozen split grid missing its weekday; and rounding on the hour columns and the load message.

A new module, Additional Motivation Payment (AMP, the “Un-Account OT” stream), for plants that pay part of approved overtime outside payroll. Each approved overtime day is split once, and frozen, into payroll hours and AMP hours against the plant’s ceiling profile, worked out in the worker’s own overtime week.

New screens under HR > Additional Motivation Payment: Setup (ceiling profiles and plants), Hours (the frozen split), Other Earnings, Runs (submit, approve, post) and run detail with the payment file and reports. A run goes through its own approval workflow and posts to the GL; approved runs generate a bank payment file and worker statements.

AMP has its own permissions and no administrator bypass and no direct approval — every run is decided through the workflow.

Assign, start, complete, submit, close and reopen on Non-Conformance Reports and CAPAs no longer fail. Raising a CAPA against an NCR moves the NCR to Pending CAPA.

• A Reject or Scrap of a manually created lot no longer fails. The posting company is taken from the warehouse’s plant.
• A decision never takes stock that another lot has blocked. Previously a Conditional Accept could release another lot’s rejected stock.
• A decision is all or nothing. If a stock posting is refused, the decision, its splits and the lot status are all rolled back and the reason is shown on screen.

On an intra-State direct customer invoice, the tax is rounded separately for CGST and SGST and then added together. The two halves now always match, where an odd paisa used to go to CGST. The printed invoice also totals the quantity column.

In the Bank Book, GL, Customer and Vendor ledger exports, amounts are written as numbers with two decimals. Large figures no longer appear in scientific notation. The opening and closing balance rows show the date, the label and the amount in their own columns.

Moving through the GL Account cell of a journal line no longer fills in the first account on the list (Round Off) by itself. An account is picked only after you type to search. The picker also no longer offers deleted accounts, and the list is sorted by account code. A journal or vendor invoice that already uses a deleted account still shows it.

The Journal Entries list, pivot and detail panel now show each journal’s total in company currency, summed from its lines, with paise. The old figure showed a foreign currency journal in its own currency, and showed zero on some system-generated journals.

Journal lines posted from sales invoices (output GST, receivable and revenue) were never recorded as GL open items, so an open-item-managed output tax account listed only its debits. They are now captured when the invoice posts, and a backfill command recovers earlier postings for each company.

• Material, supplier and user pickers use the shared reference lists, so Quality Inspectors and Quality Managers can open QM Master Data and the complaint, NCR, CAPA and audit dialogs. People are chosen by name, not typed as an id.
• Drawing a sample needs the record-results permission, not just view access.
• A deleted inspection plan operation no longer shows in the plan.
• Error messages appear inside the dialog that caused them.

The Simulate dialog on vendor invoices now shows the input GST split into CGST, SGST and IGST. The split matches the input tax lines of the simulated journal, including verification differences.

The GL account code on invoice lines is now shown. It had been left blank.

• The Vendor Invoices list opens on the current fiscal year (by posting date), with “All years” one click away, and shows a Posting Date column.
• A draft invoice can be deleted, and its lines are deleted with it, so the goods receipt is available again. Any invoice past draft must be cancelled or reversed instead.
• A notice appears when a saved column filter or search is hiding rows, with a single click to clear it.
• The Excel export shows statuses as they appear on screen.

When a material is chosen on a Bill of Materials, the BOM unit and the component units are filled in from the material’s base unit of measure. You can still change them.

The All Postings tab of the GL Ledger stopped at the oldest 500 lines, so the newest postings, the totals, the running balance and the export were incomplete on busy accounts. It now shows every posting.

On an open-item-managed account the ledger opens with Open items only switched on, which shows the same rows as the Open Items tab with a matching opening balance. Turn it off to see the complete ledger.

The AP Payment Register shows a Posting Date column, taken from the journal that booked the payment. It is blank while the payment is unposted. Columns have Excel-style and checkbox filters and a column menu.

Each inspection lot now opens on its own page, where samples are drawn, results and defects are recorded, the inspection is completed and the usage decision is made. Before this, no screen could record a result or complete an inspection, so a lot never reached a decision.

A measured result is judged against its lower and upper limits: a value outside them is recorded as a Fail, whatever was chosen.

A new help section with seven articles on Business Partner Transactions: creating and linking a partner, Partner 360, AR/AP set-off runs (propose, approve, post), what posting a set-off does to the GL and both ledgers, partner profitability, and permissions and troubleshooting.

Payments Received has new Print Receipt and Send Receipt to Customer actions. An on-account receipt prints as an Advance Receipt. A receipt against invoices lists the invoices it settled, and any unapplied amount prints as “Held on account”, so the table always adds up to the amount received.

A receipt can be printed in any status; drafts and reversed receipts carry a banner. Email is available only once the receipt is posted. The recipient defaults to the customer’s billing contact and can be changed. If an advance has a GST receipt voucher, the voucher PDF is attached as well.

Ten new scripts, UAT-QM-001 to UAT-QM-010 (90 cases, 254 steps): master data, inspection plans, inspection lots, usage decisions, NCR and CAPA, customer and vendor complaints, quality audits, calibration, measurement charts, and analytics and access.

• A request the server refused on Save & submit no longer leaves an orphan draft behind on every retry.
• A loan reason that needs documents is saved as a draft with the reason, instead of being submitted and refused.
• The Loan Approvals Tenure column shows the tenure; the Exit recovery report’s Due column shows what was due, not what was recovered.
• The setup’s GL account pickers reach the whole chart of accounts, and a removed reason leaves the setup card.
• Excel export works on the register and reports.

On a foreign-currency vendor the ledger list, the Closing Balance card and the balance brought forward summed document-currency amounts. They are now in rupees, on the same basis as the running balance. The ledger’s amount columns sort as numbers, and correctly in both directions after a saved layout is applied.

• A recovery proposal on the approval workflow is decided in My Approvals only; the record page no longer offers Approve, Waive or Reject around it.
• Every approval level’s comment is read, so a later plain approval no longer drops an earlier amount or instalment split.
• Reports and Object Recoveries respect the issuer’s owner role, and a write-off after a rejected proposal is reported.
• The separation Clearance tab shows dues and objects; the uniform size can be entered on the employee.
• Excel export works on the three grids; quantities print without trailing decimals.

A case page no longer counts the case itself among the employee’s other open cases, dialogs with an optional remark confirm without one, and a penalty decided by the HR Manager alone no longer says it was sent for authorisation.

The menus now have AR Debit/Credit Note and AP Debit/Credit Note, each listing both note types for its side, and a new note stays on that side. A draft note can be deleted from the list or the note itself.

The WBS is shown as a tree whose elements expand to their sub-elements, with the planning, account-assignment and billing flags, status and dates on each row and a detail panel for the element. Search keeps a top-level element in view when only something beneath it matches, opens that branch and highlights the match. The network’s Relationships grid names activities by description instead of number.

The printed direct customer invoice splits tax into CGST, SGST and IGST, summarises tax by rate, prints a round off line once after the tax, and shows the company’s bank details for remittance.

Opening a document and coming back used to reset the screen. Journal Entries, Bank Book, Vendor Invoices, the AP Payment Register, Payments Received and the GL Account Ledger now keep their filters, column filters, sort, search and page. The GL Account Ledger also gets saved column layouts.

The Bank Book shows the foreign-currency amount beside the rupee amount on a foreign-currency entry, the document date beside the posting date, and — for a manual journal — the other side of the entry as the counterparty. A journal with no source document opens in the journal viewer.

Vendor Allocation has a new Mass Allocation tab: tick advances, on-account payments, down payments and AP notes against the open invoices of one company and supplier, Simulate, then Post. Blocked invoices and foreign credits without a rate are shown disabled with the reason. Postings, including any realised exchange difference, are the same as a single allocation, and a refusal on any invoice rolls back the whole run.

Payment Allocation has a new Mass Allocation tab. Pick a customer, tick receipts and invoices (select-all on both), preview the pairing and confirm. Receipts are matched oldest-first to the earliest-due invoice, or exact amounts first; whatever does not balance stays open as an on-account credit or an amount still owed. If anything changed since the preview, the whole run is refused and the document named.

An allocation that was undone no longer keeps using up the receipt.

Nineteen new scripts: Employee Relations (UAT-HR-001 to 006), Employee Loans & Advances (UAT-HR-007 to 013) and Objects on Loan (UAT-HR-014 to 019), covering setup, the full approval workflow, payroll recovery, exit and final settlement, reports and access.

The GL Account Ledger, Customer Ledger and Vendor Ledger take a From / To date range; the Fiscal Year select fills both dates, and the opening balance is brought forward from before the start date. Each ledger prints a laid-out PDF statement — party details, opening, total debit, total credit and closing balance, and a Dr/Cr running balance — and its Excel export carries opening and closing balance rows. A statement with a running balance is always written in posting-date order.

• UAT-MD-002 Vendor Master — 17 cases, 54 steps
• UAT-MD-003 Material Hierarchy — 14 cases, 55 steps, built down to the last level
• UAT-MD-004 Material Master — 16 cases, 53 steps, using the last-level hierarchy items as material codes

The Material Master grid fills every column and shows the status as Active or Inactive instead of “Unknown”. An inactive material can be opened again and reactivated. A new material must have a Material Code, only last-level hierarchy items are offered, and a refused code says why (not a material hierarchy, not the last level, inactive, already in use).

A level’s code prefix and maximum length are now enforced on new or re-keyed codes (existing items stay editable), and a newly saved hierarchy type is selected straight away.

A vendor’s GSTIN and PAN are validated by the same rules as a customer’s, and a blank PAN is filled from the GSTIN. Each address type has one default address, with any number of others. A contact no longer needs both an email and a mobile, but a duplicate of both is refused by name. Deleted addresses, contacts, bank accounts and documents leave their lists.

Only the Mark as completed action set a task’s actual end date. Completing a task from the edit form, the Excel worksheet or a bulk update left it empty, so the task report could not say whether it finished On Time, Delayed or Critically Delayed. Every route to Completed now records today’s date when none is given. A task already completed without a date is left alone — its real finish date is unknown and is not invented.

Every ticket raised through the Support Desk sent its notification email twice. It is now sent once.

A saved Fail or Blocked step now has a Raise ticket button. It opens a Support Desk ticket in the new UAT Defect category, with the script, build, step, expected and actual result and a link back to the run; the ticket number becomes the step’s Defect ID. The run shows each ticket’s live status, the Defect ID cannot be typed over and survives a re-test, and a double click cannot raise two tickets.

A set-off between a partner’s receivables and payables posted only the general-ledger contra entry: every invoice it consumed stayed open on the Customer Ledger and the Vendor Ledger. Posting now settles both sub-ledgers in the same transaction as the journal, and a reversal unwinds all three.

A partner’s open items now have one definition, so a half-paid invoice is no longer counted in full and a posted set-off is no longer subtracted twice from the exposure. Anything that would stop a posting — foreign currency, missing terms, agreement or control accounts, a closed period — is named before you start. Invoices held by a set-off run in progress are held back from payment runs, and show a “Set-off” chip on Due Invoices.

UAT-FI-001 (20 cases, 64 steps) covers partner set-up, terms and agreements, the set-off run from proposal to reversal, the journal, both ledgers, the payment hold, Partner 360 exposure, the combined statement and access control.

Partner 360 has a new Accounting tab: a readiness checklist, control accounts, partnership terms, set-off agreements with a clearing-account picker, and set-off runs through propose, approve, post and reverse, with a combined statement PDF. Linking a customer or vendor searches by code or name. The Set-off Runs page uses the same pickers and is also in the CRM menu, and the Vendor Ledger shows a Less Set-off card so its figures add up to the closing balance.