KUMAVISION medtec#

23.11.1578.0 - 2024-09-16#

Change

• MTC23 - Optimize Call Frequency for MDR License (#12092, MEDT-1388)
  Replaced license checks with module/application area checks where applicable.

23.6.1065.0 - 2024-04-16#

Change

• General performance and stability improvements.

23.5.943.0 - 2024-03-19#

Change

• Usability service handling (#10526, MEDT-1158)
  Optimizations
  
• Service order
  o When the service order is created, the first repair status is now also logged
  o When a service item line is created, the activity groups are now updated immediately
  o The “Number of previous services” field now also takes non-serial number items into account. (The standard only considers SN articles.)
  o There is a new action “Other repair statuses” which allows unassigned status values to be assigned.
  o When creating a service order, the following fields are taken from the debtor or the delivery address: delivery condition code, delivery person transport type code, delivery person, transport time
  
• Service offer:
  o As in the service order, when opened, only the service lines for the current service item line will be displayed
  
• Service lines
  o For service lines that are not sales or consumption, the cost price is now immediately set to 0.
  o The “Sum service consumption” action has been removed
  
• Goods receipt service
  o In the goods receipt service, an action for calling the diagnosis code for the current call line has been added.
  o When booking the goods receipt service, in the event of an error, a message appears with the cause.
  o In the event of unexpected goods receipt, it is now possible to use different storage locations and storage bins per line
  
• Outgoing goods service
  o The call number. was displayed in the goods issue
  o The goods issue was included in the call documents
  o Picking now uses suggested item tracking like sales orders.
  
• Posted receipts
  o The call number. was displayed in service deliveries and service invoices
  o Service deliveries and service invoices were included in the call documents

23.5.906.0 - 2024-03-08#

Hotfix

• Finalization Asset capitalization (#4779, MEDT-479)
  Some roundings have been made in the asset activation.
• Reservation: Same lot in two orders (#5828, MEDT-629)
  If an item tracking was entered for an outbound source line (i.e. a sales line) and the tracking no. was not available, an error occured, but on closing the item tracking page, the wrong entry was still saved. This was corrected.
• Delete service order (#8065, MEDT-1035)
  It was possible that a service order could not be deleted. This is fixed.
• Item Journal Transfer in service lines (#8066, MEDT-1049)
  Its possible now to use the item transfer journal in the service lines. The current location is known by the process, so only the destination location and bin have to be entered.
• Service: Book consumption/ Book sales (#8074, MEDT-1007)
  It was possible, that posting was not possible with the message "Nothing to post because no quantities or no amounts". This was corrected.
• Insert service parts list (#8077, MEDT-1009)
  The handling of bill of materials in service has been improved.
• Replacement delivery from service (#8079, MEDT-1019)
  Some optimizations for process service with replacement were done.
• Field "Item Tracking No" in Service (#8080, MEDT-990)
• Compliance and Versions error during Release (#8250, MEDT-1100)
  Production BOM No. and Routing No. of an item will be assigned to new copied version.
• Error during Posting Sales Order - Delivery Type Transfer and Location without Bins (#8256, MEDT-1099)
• Transfer order is completely posted even the setup says only shipment should be posted (#8463, MEDT-1138)
  If a stock transfer between two storage locations without logistics was posted in a transfer order, it could happen that the receipt was posted directly even though none of the possible options ( for example, "Issue posts autom. Entrance") was set.

Change

• Service reports layout optimizations (#7067, MEDT-879)
  Further service document customizations for business solution medtec.
• "Price update %" in service contract (#8069, MEDT-995)
  In the service contract, there is a new "Price Update %" field. This makes it possible to assign different values to contracts. This preference can be used in the Update Service Contract Pricing report. To do this, there is a new "Update Contracts" field in the report input window with three possible options:
  1) Contracts "No Percentage – with Percentage from Report", i.e. all contracts with a deposited percentage are ignored.
  2) Contracts "With Percentage – Ignore Percentage from Report", i.e. only contracts with a deposited percentage will be processed.
  3) "All - with percentage from report"
• Call remarks missing in service lines (#8072, MEDT-999)
  Actions for Comment (Problems, Solutions, Internal) were added to all Service Line pages.
• Include quantity canceled in service order (#8073, MEDT-1003)
  In the service lines, the field "Equipment Ledger EntryNo." can now be displayed. The lookup can be used to open the (non-canceled) device entries for the service item and to transfer an item based on the running number.
  If the field for rows with Service Consumption or Sale is filled in and these lines are posted, the "Quantity Canceled" field is filled with the quantity in the respective device entry.
• Discount Reasons in Service (#8075, MEDT-996)
  In the page Service Setup the field "Default Discount Reason" was added. If in the service lines or standard service lines a line discount % is entered, then this field is used as a default value if the discount reason is empty.
  
  In the service lines the field "Discount Reason" was added. By selecting a value, the line discount % is automatically filled.
  
  In the standard service lines the fields "Discount Reason" and "Line Discountn %" were added. By selecting a discount reason, the line discount % is automatically filled.
  
  The field "Null Position" is in the moment still visible, but will de deleted in future versions.
  In existing standard service code lines the new fields shoud be filled manually.
• Field "External Document No" in Service (#8076, MEDT-1004)
  In the Service Item Line two fields "External Document No,." and "Your Reference" were added. The fields are automatically filled by the fields of same name on posting a return order. The fields are inherited in service quote item line and further created dest. documents.
• Service Inbound: Attachment SN-No./ LOT-No. (#8082, MEDT-968)
  On creating a new Equipment Inbound Document, the serial or lot no. information was already created on inserting the record. This creation has been moved according to the standard to the posting process.
• Service: Maintenance Cockpit Step2 (#8083, MEDT-750)
  The "Technician" field has been added to the Service Items window.
  If an item is created in the maintenance cockpit, the value is suggested in the "Scheduled Technician" field, but can still be changed manually.
  
  When creating service orders from the maintenance cockpit, there is a new option "Split by technician". The "Technician" field will only be populated in the service order header if the option is enabled, otherwise the "Scheduled Technician" field, if filled, will be copied to the "Technician" field in the service item line. This means that the Technician field is no longer a splitting criterion.
  
  The "Scheduled" field can now be set even if the "Scheduled Date" or "Scheduled Technician" fields are not set.
  
  In the Maintenance Cockpit window, there are two new actions: "Enter values for records in the filter" and "Delete all records in the filter". Both actions handle the records that are visible when called. The "Enter Records Values in Filter" action opens a window with the Scheduled, Scheduled Date, and Scheduled Technician fields. When confirmed, the fields are transferred to all visible records.
  
  All default settings of date fields in the service order header have been removed.
  In the service item line, the "Start Date" field is still populated with the "Planned Date".
• Service Call in die Beendete Calls übernehmen mit Buchung Serviceauftrag (#8084, MEDT-739)
  On archiving a service order, the related call is archived now as well
• Payment Terms Purchase Order Type (#8224, MEDT-1086)
  Payment Terms in Purchase Order Types has been changed from medtec functionality to KBA functionality. medtec fields and functions have been set obsolete.
• PrintPortal integration without request page extension (#8328, MEDT-1110)
  The PrintPortal Report table has been extended with the field “Archiving for single print only”. If the indicator is set for a PrintPortal report, it can be archived without modifications. The prerequisite is the printing of a single data record, which is present in the report as the top report element. If several data sets are printed, no archiving takes place.
• Remove service setup (#8363, MEDT-1115)
  Unused objects from the HC technique module were set to obsolet. Code was deleted.
• Payment Terms Service / Service Order Types (#8410, MEDT-1106)
  Payment Terms in Service Order Typs are used like in Sales Orders or Purchase Orders. When the Field Payment Terms has a Value in the Service Order Typ ,then use the Value from this Payment Terms otherwise from Bill. to Customer No.

23.4.726.0 - 2024-02-06#

Hotfix

• Wrong translation on the Sales Credit Memo page (#8194, MEDT-1084)
  Translation has been corrected from DMS to Other.
• Manual creation of item vendors not possible (#8305, MEDT-1109)
  Item Reference uniqueness will only be checked if Reference Type is set to Barcode.

Change

• Import/Export in Mandatory fields (#8259, MEDT-1102)
  Action Button has been removed, because this will be replaced by Smart Start.

23.3.595.0 - 2024-01-18#

Hotfix

• Dispatch Handling with more Warehouse Shipments (#7366, MEDT-931)
  If several Warehouse Shipments with a picked partial quantity were created for the same customer and a dispatch order was created from them, an error message could occur when posting the dispatch order. This has been corrected.
• Prod. order assignment for assignment partial postings with lot (#7652, MEDT-949)
  If consumption for the same batch was posted on different days for a production order, these consumption were displayed as different entries in the FA assignment. However, since the summary criterion is only the batch itself, these are now displayed cumulatively on the first posting date.
  When creating, modifying, and deleting mappings, page refresh has been improved.

Change

• Job extensions for using Job´s within medtec (#5423, MEDT-612)
  Posting Code will be shown and used in Job Planning Lines, Job Journal Lines, Item Tracking Lines and in created Sales Invoices and Sales Credit Memos.
• Picking method FIFO for internal transfers (#7351, MEDT-929)
  The FIFO picking method has been optimized and no longer takes into account internal transfers.
• Transfer order activate function reserve (#7512, MEDT-945)
  The "Reserve" action in the subpage of the "Transfer Order" window was previously deactivated via an error message and has now been enabled for use. The functionality is analogous to the sales order.
• Function Get Whs. Bin Content for Transfer Order (#7529, MEDT-961)
  In the transfer order, there is a new action called "Get Bin Content".
  This can only be called up once the source and destination locations have been specified in the transfer order.
  An input window will appear in which the source bin can be selected.
  It is also possible to choose between three types of quantities.
  1) Total quantity: This is where the entire storage bin content is transferred and other accesses, such as open picks or reservations, are deleted.
  2) Moving quantity: Only the quantity that has not yet been accessed in picks is transferred here, i.e. reservations are deleted.
  3) Available quantity: Only the quantity that has not yet been accessed in picks or reservations is transferred here.
  The quantities determined are summed up for each item and entered into the document together with item tracking.
• Des. Document type for Service quote lines (#7547, MEDT-953)
• Change switch “Use PrintPortal” to “Print via ImageUtils” (#7835, MEDT-1015)
  The switch “Use PrintPortal” in the Kumavision medtec setup has been renamed to “Print via ImageUtils”. The switch now only controls whether the printout should be done via the service. Archiving or linking always takes place. If project-specific intervention in archiving or linking is required, this can be done via existing events.
• Open service functions for external access (#8078, MEDT-993)

23.2.460.0 - 2023-12-19#

Hotfix

• Subcontract: Order-related Component without picking (#4498, MEDT-425)
  Now the "Transfer order" receives the correct "Itemtracking Lines" and the correct "Bin Code".
• Consider posting code in "Select items" function in transfer order (#7122, MEDT-902)
  After chosing an item to add to a transfer order line, the posting code will be set as well.
• Rework Action "Component Assignment" from Page "Item Tracking Lines" (#7426, MEDT-914)

• Report Purchase Order and assigend Blanket Purchase Order (#7432, MEDT-944)
  
  

  If a value is entered in the "Vend. Order-No." field in the blanket purchase order, this value is output, otherwise the "Blanket purchase order no." is output.
  

• Consideration of the MS standard upgrade routine that creates users with empty names. (#7743, MEDT-991)

Change

• Masterlayout service reports (#7066, MEDT-878)
  Adapt general KBA service documents to base MedTech Requirements:
  
• Service Quote
  
• Service Order
  
• Service Invoice
  
• Service Credit Memo
  
• Service Shipment
  
• Service Contract Quote
  
• Service Contract
• Marketing Cockpit: add Change Log Quick Access (#7298, MEDT-573)
  Add "Change Log Quick Access" in the Marketing Cockpit.
• Mark Service Quote Lines (#7546, MEDT-955)
  All Service Quote Lines will be marked by default by opening the page.
• Page KVSMTCServiceOrderLinesTech - add field KVSMTCItemTrackingNo (#7655, MEDT-916)
  ItemTrackingCard for serial number or lot number can be opened directly out of the page of Service Order Lines for Technicians.
• Page KVSMTCServiceQuoteLinesTech - adding functionality open serial / lotnumber information card to field KVSMTCItemTrackingNo (#7656, MEDT-915)
  ItemTrackingCard for serial number or lot number can be opened directly out of the page of Service Quote Lines for Technicians.
• Printing of multiple picklists in warehouse shipment (#7681, MEDT-952)
  Rework picking list structure/layout to enable multiple lists in one print job.
• Show field "Your Reference" in service invoice and service credit (#7730, MEDT-989)
  Field 'Your Reference' has been added to Service Invoice, Posted Service Invoice, Service Credit Memo and Posted Service Credit Memo.
• Change switch “Use PrintPortal” to “Print via ImageUtils” (#7835, MEDT-1015)
  The switch “Use PrintPortal” in the Kumavision medtec setup has been renamed to “Print via ImageUtils”. The switch now only controls whether the printout should be done via the service. Archiving or linking always takes place. If project-specific intervention in archiving or linking is required, this can be done via existing events.

23.1.244.0 - 2023-11-15#

Hotfix

• Enter Lot Numbers for Locations without Picking (#5822, MEDT-659)
  If item tracking for items with single lot were entered manually (without a lookup), an error message might prevent this. This has been corrected.
• Wrong entries within Navigate Page 344 (#5923, MEDT-701)
  Roundings have been made in page Item Tracking Navigate.
  In page Navigate the search by serial no. or lot no. displayed more entries than expected. This was corrected.
• Takeover posting code into transfer order (#6948, MEDT-857)
  When taking over receipts lines into the transfer lines, the posting code will be taken as well and into the item tracking records afterwards.
• Copy Document sales return order into sales retur order with delivery type transfer (#7417, MEDT-940)
  When copying a document from an open sales return with transfer to an open sales return, the storage locations and storage bins were swapped.
• Create related Documents from Complaint (#7425, MEDT-905)
  When creating a Purchase Return Order out of the related process step, the order no. is filled in the process step and opened afterwards.
• Service: Activity template Insert line not possible (#7434, MEDT-932)
  It was not possible to add an Operation Group Template Line in the Service Area.

Change

• Pickable Signal Light for items in two orders (#6466, MEDT-772)
  An additional signal light has been implemented, that shows the availability of items depending on other sales orders.
• Add mandatory field check for dispatch order (#6512, MEDT-781)
  The System has been extended, to configure mandatory field checks for dispatch orders.
• Pickable Signal Light for items in two orders (#6824, MEDT-772)
• Rework arch. Sales Reports (#6928, MEDT-855)
  Item tracking information in purchase documents added. Additional required MED Options added in archived sales documents.
• Display of assigned item tracking (#7022, MEDT-761)
  The quantity will be colored yellow in case of an partially quantity.
• Function "Customer Price Information" for Marketing Cockpit (#7126, MEDT-872)
  Action "Customer Priceinformation" is usable from the marketing cockpit.
• Service inbound and warhouse receipt processes (#7623, MEDT-891)
  Expected Service Inbound has been added. Existing documents are now automatically assigned or can be retrieved.

23.0.99.0 - 2023-10-09#

Change

• Service order extensions (#6365, MEDT-762)
  Service order extensions
  For details see documentation KUMAVISION Help - medtec365”.