Opera II V2.27.00 released

What's new in this release?

Finding a Document

You can now use a FIND DOCUMENT command to locate a document for progression within SOP or Invoicing modules. This command which can also be called using function key F8 is added to the Action menu on the processing forms. You can display a range of documents of a certain type and then select the one you want to progress. For example, you can search for a range of orders and then return to the delivery stage for the selected document. A similar facility is available in the Purchase Orders module, but not for progression; simply to assist.

Reason Codes

When an invoice is marked as being in dispute in the Sales or Purchase modules, you can now attach a reason description. The program provides the means to maintain a table of reason codes and descriptions for this purpose. You can also set an option in the module that makes the selection of a reason code mandatory.

Continuous Posting

The System module includes an option in User Profiles called CONTINUOUS POSTING. With this option selected, you can enter batches of transactions of the same type without having to reselect the command from the ACTION menu.

Currency Totals on Aged Debtors & Creditors Reports

When posting the debtors or creditors reports in the Sales or Purchase modules, you can now select one or more currencies for which totals are displayed.

Changes to Forms with Grids

Forms that include grids now provide a number of facilities for changing the appearance. You can choose which columns to hide or show, move columns into different positions and change the widths of columns. The ability to sort by column heading still applies. You can select one or more columns either in ranges (by holding down the SHIFT key while clicking with mouse) or separately (while holding down the CTROL key with the mouse). You can copy selected columns to paste into Microsoft applications like Word and Excel. In Word, data is pasted as a table; while in Excel, data is pasted as rows and columns. All new controls are available on a pop-up menu displayed when you right-click a column heading in a grid. To save any changes made to grids you need to switch on the option to "Remember form postiions and sizes" in Preferences.

Combined Cheque & Remittance Advice

In addition to printing cheques and remittance advices separately in the Purchase or Casbook module, you can now produce a combined remittance cheque, provided you have the appropriate stationery. A new report command is provided for this purpose.

Sales and Purchase Analysis History Tree Viewer

You can create your own analysis views based on various analysiss categories in the Sales and Purchase module, For example, you can define a veiw that shows sales totals by product code within territory. Similar facilities are provided in both the Sales and Purchase modules. Views are defined using a new command on the MAINTENANCE menu. A new VIEW command is also added to the module menus, which you can use to display the views you have defined. These operate in a similar way to the nominal views that were implemented in Opera II version 2.25.00

When using the views, you can filter which records are included in the totals using any of the analysis types available.

Nominal View

The Nominal module's view facility introduced in version 2.25.00 has been enhanced to provide a filter. You can now specify criteria on which data is selected for inclusion in the display.

Automatic Notes Production

Notes are now generated automatically for a number of different activities. Previously, notes were only generated automatically for customer debtor letters. In this release, the facility to produce notes automatically has been extended to Sales statements, when putting a customer on stop or clearing a customer already on stop and when disputing or clearing a transaction.

In the purchase module, notes are produced when putting a supplier account on stop or clearing one already on stop and when holding or releasing transactions.

Notes for Nominal Accounts and Journal Import also.

Company and User-specific Backgrounds

You can specify a background image for the Opera II desktop. It is also possible to specify different backgrounds for different users and companies. User-specific settings are now defined using a command on the ACTION menu of PREFERENCES form. A similar command is provided for company-specific backgrounds on the ACTION menu of the COMPANY PROFILES form.

Revenue and Payment Forecast Reports

Additional options are provided on the sales revenue and purchase payment forecast reports. You can now base the forecasts on average account debtor or creditor days and average company debtor or creditor days in addition to the invoice due date option already provided.

Additional Contact Records and Details
For both Sales and Purchase modules, you can maintain additional contacts for account records. Both customer and supplier records already provide for an account and order contact to be identified. You can now add other contacts and expand the information sorted about the account and order contacts using a new CONTACTS command on the ACTION menu of the relevant processing form. You can also maintain a table of contact attributes that you can assign to contact records to identify their role or some other attribute. A new command on the MAINTENANCE menu of the Sales and Purchase modules provides for the maintenance of attribute codes and descriptions.