What’s New

025479: Windsor Framework Changes - Intersoft

1.   Overview

KCSL have updated the Intelligent Shipper integration to include changes for the Windsor Framework, as outlined in https://integrations.intersoft.co.uk/windsor-framework-faqs.


2.   Configuration

An updated application and changelog will be provided with this functionality.

A new courier config option 'Business Transaction Type' has been added to the Intelligent Shipper courier in [ System Data | Couriers ], and existing options must follow the rules outlined below. These options can be found by right-clicking and selecting 'Configure...' on an Intelligent Shipper courier. 

With these changes, it is necessary to have different couriers setup for B2B and B2C orders.

B2B Courier Options
  1. Business Transaction Type - set to B2B.
  2. Preregistration Number - set to your (the shipper's/sender's) UKIMS number.
  3. Preregistration Type - set to UKIMS.
A Destination EORI number must also be provided. This can be setup against the customer in [ Customer | Detail | Financial | EORI Number ].

B2C Courier Options

  1. Business Transaction Type - leave this blank.
  2. Preregistration Number - not required.
  3. Preregistration Type - not required.

3.   Usage

After applying the above Configuration, typical steps for usage have not changed except for selecting a B2B or B2C courier:

  1.  Process orders as usual, assigning to either B2B or B2C Intelligent Shipper courier as required.
  2.  Upon assigning to courier, the relevant UKIMS information will be sent to Intelligent Shipper alongside the usual request data.

025476 GFS - NI changes - Windsor Framework

1.               Overview

KCSL have enhanced the GFS courier integration to include changes for the Northern Ireland Windsor Framework.

 

2.          2.     Specification

The export file to GFS is required to include the following semi-colon separated items.

 

@E                         Sender UKIMS number.

@I                          Customer UKIMS number.

@Ioss                    IOSS number.

 

 

3.               Configuration

An update and a changelog will be applied as a part of this development. The further configuration steps are required.

 

3.1 Courier Configuration.

New options have been added to the courier configuration screen for couriers of type ‘GFS Neo’ in the [ System Data | Couriers ] screen.


Name

Description

Example

Windsor Framework Options

Include Windsor Framework required options (such as UKIMS numbers) in the export data

Ticked or Unticked

Sender UKIMS

Sender's (your) UKIMS Number to send to GFS

 

 

1.          4.     Usage

Once configured steps for usage are as follows:

 

1. When an order for a Northern Ireland destination is exported to the GFS courier via a courier configured within Khaos Control with the ‘Windsor Framework’ Options enabled. Then the required UKIMS and IOSS numbers will be included in the export file.

 

An example of the export file format for these fields is :

@ioss=xxxxx;@E=yyyyy;@I=zzzzz

 

xxxxx is the IOSS number.

yyyyy is the Sender UKIMS number.

zzzzz is the Customer UKIMS number.

 


025418: Button added to Manual Statement Run to allow sending Related Documentation

1.      Overview 

KCSL have made further changes to development  [025298: Include credit notes & remittance, with automated debt chasing alongside statement and invoices, plus change Unallocated Transactions Box] to enable the ability to manually trigger the collation and sending of related documentation as part of their manual statement run process.

2.      Specification

An option has been added to the right-click context menu of the detail grid within the [ Accounts | Debt Management | Debtors / Creditors ] screen. This allows the user to send the current (or green selected range of) customer(s) a statement report that also includes related documentation, as per the previous development.
Where a single customer is passed through to this function, a dialog will be presented (similar to the existing "Email this Doc" / "Auto Email Option" dialog) allowing the user to select and existing contact / email or enter an arbitrary email address to send the documents to.

Note the automated process implemented in the previous development 025298 will function as prior and will not impact the existing development or user experience

3.      Configuration 

An update and a changelog will be applied as a part of this development, once applied configuration steps are as follows:

4.      Usage  

  1.     An additional option named  "Email Statements + Associated Docs" has been added to the right click context menu located within [Accounts | Debt Management | Debtors / Creditors] under "Generate Statement" (Fig.1) 


  1. Within the 'Email Statements + Assosiated Docs' dialogue  there are two sections. "Email Settings" & "Emailing single Customer" The second of which is only visible when a single entery from the Debtor/Creditor list is selected


025310: Add time onto stock movements (exact time stock was moved)

1.   Overview

A new column has been added to the [ Stock | Movements ] grid to show the exact time a movement was made.

 

2.   Specification

To make stock control more accurate, a column for the time a movement happened will be added to the [ Stock | Movements ] grid.

3.   Configuration

An updated application will be provided with this functionality. No further configuration is required.

4.   Usage

After applying the above Configuration, typical steps for usage would include:

  1.  Open a stock item that has movements against it.
  2. Go to [ Stock | Movements ] tab and populate the grid.
  3. Note that there is a new 'Move Time' column to the right of 'Move Date'. This shows the exact time a stock movement occurred.
    1. This field will also be populated on most historic data.
    2. This column can be hidden/moved using the existing 'Configure Grid' functionality, if the user has the correct permissions to do so.

 Fig. 1.0. - Part of the [ Stock | Movements ] grid, with the new 'Move Time' column.