What we shipped, in plain language.

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.

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.

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 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.

Creating, changing and deleting a customer now need their own permissions rather than the lead view permission, and the screen hides what the user may not do. Existing customised roles keep their current access.

The GSTIN is checked for its format, state code and check character, and the Tax ID must match the PAN inside the GSTIN — or is filled from it. The address list shows the address type and country by name, and the customer, address and contact dialogs show errors against the field at fault.

A new UAT Testing page records a test run in the company’s own database. A run keeps a copy of the script, its version and the build under test, so later changes to the script never alter what was tested. Testers mark each step Pass, Fail or Blocked; a Fail or Blocked step must state the actual result. A live progress board shows where the run stands, and the results export to Excel.

The run is signed off by the Tester, the Process Owner and the Implementation Lead — one person per role, each confirming their identity again (authenticator code, or password) at the moment of signing. Acceptance locks the results; a rejection withdraws the sign-offs and reopens the run. New roles UAT Tester and UAT Signatory grant access.

A new UAT Test Scripts page under Help & Support holds step-by-step acceptance test scripts, common to every client in the same way as the help pages. Each script is organised into test cases and steps with the expected result, and can be printed or downloaded as a blank Excel execution workbook.

The first script is UAT-MD-001 Customer Master (19 cases, 66 steps).

Converting a planned order to a purchase requisition, and raising one from the Replenishment worklist, failed with “Cannot assign ‘Production Planning’” after the requisition’s cost centre became a link to the cost-centre master. The requisition is now raised without a cost centre, as sub-contract and external-service requisitions already are.

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.

The in-app help now covers Employee Relations, Employee Loans & Advances and Objects on Loan, and the GST receipt voucher and over-billing debit note articles are updated.

The order Time & Action calendar was a separate calendar beside Task Management. Each order’s TNA is now a task project and each milestone a task, generated from a task template marked for TNA — so milestones appear in My Tasks and can be assigned, commented on and have time booked against them. A milestone with no owner falls to the order’s merchandiser and is reported as a warning.

The made-to-order sales order list loads about four times faster on large tenants.

A new dashboard at CRM → Merchandising brings together the made-to-order sales orders: what is late, what is due, each order’s Time & Action milestones, buyer approvals, date revisions and — for users allowed to see it — margin. A figure that cannot be read shows “Not available”, never zero.

An order’s TNA is generated from a template chosen by buyer and style complexity and back-scheduled from the due date. Milestone status comes from the dates; a decided buyer approval completes its milestone. A revised delivery date or a cancellation needs a reason code.

On a foreign-currency customer ledger, the balance strip printed dollar amounts behind a rupee sign. Each figure is now converted at its own booked rate, the rupee closing balance is the sum of the open items, and the statement shows outstanding in two columns — INR and the ledger’s currency. A part-paid invoice now shows only its open portion as outstanding, not its full value.

The open items of a manual vendor payment are now a full grid, with filtering, sorting, grouping, totals and Excel export.

A Print action on the direct invoices grid opens a preview of the actual PDF, with Print, Download and Open in a tab. A debit line prints negative so the sheet adds up to its own total, a document that nets to a debit is titled Credit Note, tax is summarised by rate, and a draft prints with a DRAFT banner so it can go to an approver before posting.

The Projects screen can now sync a project’s tasks with its current template and reschedule them — the same action that was available only in the admin console. It is offered for a planned project with a template, and reports the tasks added, updated and removed.