Release Notes - Version 24.01.01

Overview:

Release 24.01.01 went live on January 22, 2024. Below is a bullet list of the updates and new features in this new release. 

• An invoice image document can be included with the export to Intacct Accounts Payable.
• An invoice image document can be included with the export to NetSuite Accounts Payable.
• Inventory Items assigned to Combined Items that are counted won't show a Storage Locations tab.
• The Storage Location Listing has a new option to only list Items not assigned to Storage Locations.
• A new link for help Configuring Inventory Items Assigned to Combined Items.
• There is a new Total Column on the Waste Entry data entry display.
• A new feature to Restrict Vendor Delivery Days on purchase orders.
• A new option to add a second order export type.

Invoice Image Documents: We have had a lot of requests to include an invoice image with the information we export to an accounts payable system. We added this capability for Quickbooks last year and we have now added it for Intacct and Netsuites.

Intacct and NetSuite will require an added configuration to import documents. Basic instructions for setting this up are included at the bottom of this article and for added assistance, please contact support@cogs-well.com.

Assigned Item Configuration: When an inventory item does not share a measure class with the combined item it is assigned to, COGS-Well requires the item to be configured for an added measure class. This article on Assigned Item Configuration will help explain the process. This article can now be accessed directly via a link on the Assigned Item Configuration display shown below.

Items Not Assigned to Storage Locations Listing: The Storage Location Listing has a new prompt on the parameters display that provides the option to only list unassigned items:

Restrict Vendor Delivery Days: If you want to restrict the days that a User can select as the Delivery Date when entering an order, COGS-Well now has this option. For more information, this FAQ article on Restrict Vendor Delivery Days will tell you how to set this up and how it works.

Secondary Order Export Type: You can configure a secondary order export type for sending a purchase order via the Vendor Setup feature. For example, if the Primary Order Export is going to the Sysco FTP site and you want an invoice PDF to go to the Sysco Sales representative, you can configure a secondary export type for a PDF and enter the sales representative's email address.

Waste Entry - Added Total Column: There is now an added column for the cost of waste on the data entry display when entering waste:

Configure Intacct or NetSuite to Accept Documents:

Please contact support@cogs-well.com if you have questions.

Accounting Exports: As a reminder, COGS-Well can export end-of-period inventory values or adjustments to a general ledger system and invoice receiving information to an accounts payable system, please let us know at support@cogs-well.com. COGS-Well can also post end-of-period inventory adjustments to most accounting systems.