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- A new Daily Log form has been added to the Web UI, allowing salesmen to record their daily activities with start and end times along with remarks. A Daily Log Dashboard is also available, providing a summary view that can be reviewed per salesman.
- Additionally, a consolidated Daily Log report has been added in the ERP under Sales > Daily Log, enabling generation of a daily activity report for all employees.
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- A new Daily Log Transaction Closing form has been added to the Web UI. This allows day-wise closing of Daily Log entries, after which the entries are locked and cannot be added or edited. This is an optional control step to help manage and finalize daily log records.
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- Daily Sales Quantity Monthwise dashboard on the Web UI under Sales > Dashboards.
- Daily Sales Amount Monthwise dashboard on the Web UI under Sales > Dashboards.
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- New Customer Class field so you can better categorize Customers. This will need to be updated in the Customer Master.
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- A new flow has been introduced to handle service-based Sales Orders that involve receiving customer's inventory for any value addition, service or repair work.
- New checkbox "Customer Material" on Location Master to define Locations that can be used for this flow.
- Locations marked as "Customer Material" will be excluded from the system inventory reports.
- New report "Customer Material Ledger" added to view these locations.
- "Include Customer Material" checkbox in Sales Orders: Sales Orders can now be marked with "Include Customer Material" when providing services (e.g. repair work). In this case, only Service-type items are allowed on the SO, and the related Customer Material can be selected from the Item Master to indicate what is being received against each service line-item in the detail grid.
- Note that the Customer material must be created in the in Item Master first under the dedicated Item Group CM for Customer Material. The accounts/ledgers will need to be configured here.
- Stock: Customer Material
- Expense: Service Expense
- COGS: N/A
- If this option is selected, then this SO will not be available in the normal Delivery Note flow. It will be available in the new transaction - Goods Issue (Material In for Service), but only after completing the Material In for Service and Goods Issue (Material In for Service) transactions.
- New transaction "Material In for Service" where only SOs marked with "Include Customer Material" will be available. This transaction enables selection of the Items that are being received from the customer for the required service.
- Item value can be entered if required to record the value, otherwise the rate/value can be entered as 0.0001.
- This transaction will affect the following account ledgers (will need to be created as required)
- Dr. Customer Material
- Cr. Material From Customers [ARBA] (e.g. 2470002)
- Locations will be filtered based on the Locations marked as "Customer Material"
- New transaction "Goods Issue (Material In for Service)" that allows issuing own Inventory items that are being consumed for the required service.
- Locations will be filtered based on the Locations marked as "Customer Material"
- Debit account for expense will auto fill from the Item Group settings for CM (Customer Material); Expense.
- This entry is optional.
- New transaction "Delivery Note (Material In for Service)" that allows for the delivery of the service along with the return of the Customer Material.
- New Tab "Material In for Service" which shows the relevant Material In for Service against the selected SO.
**Need to show the "Material In for Service" transaction number in the grid.
- New Tab "Goods Issue (Material In for Service)" which shows the items issued for the service.
- This flow helps track service-related inventory movement and ensures accurate costing of repaired or serviced items.
- The required CoA ledgers (Customer Material and Material From Customers) and Numbering Scheme configuration should be done prior to using this new functionality.
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¶ Customer Credit Details on SO, DN and SID
- A new button
Customer Credit Details has been added next to the Outstanding information on Sales Order, Delivery Note and Sales invoice (Direct) forms. This shows the following details including the relevant documents in a popup window quick reference.
- Credit Limit (CL)
- Buffer (BF)
- Credit Days (CD)
- Total Limit
- Outstanding
- Balance
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- Source documents can now be seen.
- Added drill-down funcitonality against the relevant documents.
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- PO Item-wise Detail dashboard
- GRN Item-wise Detail dashboard
- Quotation Item-wise Detail dashboard
- Sales Order Item-wise Detail dashboard
- Delivery Note Item-wise Detail dashboard
- Sales Invoice Item-wise Detail dashboard
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- A new flow has been introduced to handle service-based Purchase Orders that involve sending existing inventory to suppliers.
- "Include Inventory" checkbox in Purchase Orders: Purchase Orders can now be marked with "Include Inventory" when procuring services (e.g. repair work). In this case, only Service-type items are allowed on the PO, and the related Inventory Items can be selected from the Item Master to indicate what is being sent against each service line-item in the detail grid.
- New transaction "Material Out for Service" where only POs marked with "Include Inventory" will be available. This transaction enables selection of the specific stock batches (rate-wise) that are being sent to the supplier for the required service.
- This transaction will affect the following account ledgers
- Dr. Material with Suppliers [APBA] (e.g. 2410010)
- Cr. Stock
- New transaction "GRN (Material Out for Service)" that allows for the return & service cost capture when the item is returned.
- Service charges can be:
- Applied directly to the item’s cost, or
- Recorded as an expense entry.
- Any additional charges can also be handled similarly.
- This flow helps track service-related inventory movement and ensures accurate costing of repaired or serviced items.
- The required CoA ledger (Material with Suppliers) and Numbering Scheme configuration should be done prior to using this new functionality.
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- Last Price (for BOM Costing) on Item Master was updated on Purchase (GRN) only which meant that Items that are produced/manufactured had to be updated manually. The Last Price for Items that are produced will now be updated upon JOQC.
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- Birthday alerts can be enabled/configured for Edge ESS.
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- Inventory Planning (Sales-based)
- New
Inventory Planning (Sales-based) report is available in the Web UI. This report helps plan replenishments more accurately using sales trends and stock availability.
- As on Date View: The report allows selection of any "As on Date" to generate insights.
- Historical Sales Analysis: It reviews monthly sales movement over the last 14 months leading up to the selected date.
- Average Sales Calculation: The total sales quantity over the 14-month period is used to compute the monthly average sale quantity.
- Stock Cover Estimation: Based on a 45-day lead time, the report calculates the required stock cover by multiplying the monthly average by 1.5.
- Order Quantity Suggestion: The available stock as on the selected date is deducted from the 45-day stock cover to derive the recommended order quantity.
- Audit Trail on Web-based UI.
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- Panel added at the bottom of relevant Transaction forms displaying Audit Trail information
- Created by [user] on date/time
- Last edited by [user] on date/time
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- New
TXN Flow button on relevant Transaction forms to see where the transaction has been used further on.
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- New Cashflow Report has been added to the Edge Finance reports. The report is pre-configured based on the standard CoA but is highly customizable with the built-in Cashflow Configuration tool.
- Cashflow Dashboard has also been added to the Edge Web UI for easier access.
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- All standard reports in Edge now have the optional configuration to enable selective filtering of the search paramaters instead of ranges. E.g. 3 Items A,C,F instead of the default 6 items from A to F. Note that only one, either selective filtering of range-wise filtering can be enabled at any given time per report.
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- New option on Leave Settlement to select the Process Type, either via Payment Voucher or Salary Process.
- In case Salary Process Type is selected
- Once the Leave Settlement is created and saved, a new option will be available on Edit mode to create the automatic Monthly Addition entries.
- Once the Leave Settlement entry is finalized/confirmed, the above option can be used to create the Monthly Additions automatically.
- The automatically created Monthly Addition entries are view only (non-editable) and are based on the Leave Settlement period across the Salary Processing periods. Provisional account is used in this case for the accounting entries (expense) and reversed on the subsequent Salary Process transaction.
- The Leave Settlement cannot be edited once the Monthly Addition has been created via this option. In case changes are required on the Leave Settlement, then the Leave Settlement will need to be deleted and recreated.
- Dashboard to show and drill-down to Leave Settlement records processed with Process Type: Salary Process that are still pending creation of the corresponding Monthly Addition entries.
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- Direct Purchase Return option on Debit Note (similar to the Direct Sales Return option on the Credit Note) where Item Details can be selected without the Invoice details.
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Active/Inactive Customers and Active/Inactive Suppliers based on date range.
- Available in Edge On-prem UI as a standard report & in the Web UI as a dashboard.
Cost Center / Project List in On-Prem UI with sections added for the Site (Locations), Contractor Detail, Division, and Delivery Location.Cost Center / Project Dashboard added in Web UI under Sales>Master or under Projects. The dashboard allows for easy overview and filtering of the Cost Center / Project details.
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- Final Settlement: New Other Addition Details tab for adding multiple additions along with remarks, if any.
- Final Settlement: Accounts settings updated for Leave and Gratuity - system will pass the subledger in the account selected is of the type STF.
- Leave Application: Combine Maternity Leave Full and Half on Leave Application
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- Minimum password enforcement is now enabled by default on Edge Web UI. Passwords must be at least 8 characters long and at least contain 1 uppercase letter, 1 number, and 1 special character.
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Common Item Master is required across all companies for this functionality.
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(Made for Customers where Items may be available across other company locations)
- Ability to pick Items from locations across any company and automatically pass the relevant stock and account entries.
- Auto Purchase Invoice Direct (PID-IC) and Sales Invoice Direct (SID-ICA) details available on new, Generated Voucher Details tab.
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(Made for Related Parties only)
- Select Related Party instead of Customers for Inter-company Sales.
- Auto Purchase Invoice Direct (PID-IC) will be generated in the selected Related Party (Inter-company) and referenced directly on the transaction.
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- SID-ICA Auto Generated Entries Dashboard to view the auto generated Sales Invoice Direct (SID-ICA) in the Related Party company via Sales Invoice Direct transaction.
- SID-IC Unposted Entries Dashboard to view and post the relevant unposted Sales Invoice Direct entries in each company.
- Stock Balance Company-wise Dashboard to view Items across all companies and their locations.
- Additional Company filter on Product Query Dashboard to view Items across all companies.
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- Ability to transact in multiple companies via single sign-in (Access Rights) in various transactions in Purchase, Sales and HR Payroll modules.
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- Vendor Portal Web-based add-on
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- Financial Dashboards for Trial Balance, Profit & Loss and Balance Sheet
- User Activity Dashboard
- Data Purity Dashboard
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- Added support for setting up schedules for Export to PowerBI datasets.
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- Salary Payment: Selective and Partial Payments
- Additional Visa Location filter (available on the header) allows filtering the data based on Visa Location.
- Ability to enter partial amounts as Applied Amount while maintaining the Balance Amount, in case of partial payments.
- Selective filtering employee-wise (same as earlier functionality but extended with above filtering and partial payment functionality).
- Visa Location and Project Code is now available on the line level in the Salary Payment grid.
- WPS file can now be generated from the Salary Process itself.
- Note: If this Partial Salary Payment functionality is enabled, then the Bank Transfer functionality (Linked to the Salary Process) is automatically disabled and cannot be used. WPS must be generated against the Salary Payment in this case.
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- The Goods Return Job Order functionality allows returning issued/consumed material to a Job Order based on the quantities that have already been issued to the Job Order.
- The Job Order will reflect the Goods Return history along with the current Goods Issued history.
- Balance quantity for Goods Issue will consider the Goods Return quantity to arrive at the balance.
- The Good Return Job Order can only be made for Open Jobs and only if the month has not been closed.
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- Final Settlement: New Other Deduction Details tab for adding multiple additions and deductions along with remarks, if any.
- The relevant account (G/L) must be selected on the line level in the grid.
- The earlier Other Deduction text box has been disabled.
- Final Settlement default print format has been updated to reflect the multiple additions/deductions in the relevant section.
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- New type, Direct Purchase Return, added on Debit Note. This will allow selecting an Item on the Purchase Return Detail tab without any Invoice Selection. Function is similar to Credit Note option: Direct Sales Return, however the stock in this case will be adjusted/reduced. Note that the selected stock must be available in the system.
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- New type added on Sales Order for "Delivery After Invoicing". When this type is selected then the SO
- can be Invoiced directly, without the delivery note issue
- will allow for the Delivery Notes to be made separately once the Invoicing is completed.
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- "Sales Invoice - SO" can currently be made only from Delivery Notes. In this case, Sales Orders that are marked as "Delivery After Invoicing" will be available for selection. The system will allow invoicing directly from the SO, based on the Items and quantities required, including partial Invoicing (Item-wise/Quantity-wise).
- If the SO has been marked as "Delivery After Invoicing", then the complete Invoice process will follow through the direct invoicing against the SO and deliveries will be made against the SO separately.
- Invoices cannot be raised Percentage-wise.
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- Delivery Notes against Sales Orders for "Delivery After Invoicing" will not carry forward to the normal "Sales Invoice - SO" flow.
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¶ Accounting Impact on Invoicing and Delivery
- When the Sales Invoice is raised directly from the Sales Order in this case, the accounting will reflect this new case with an additional provisional account (SI Done DO Pending) which will be reversed when the Delivery Note is issued.
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¶ Dashboard and reports
- New dashboard to view the details of the SOs marked as "Delivery After Invoicing" including the Invoices and Deliveries made against it.
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- Assign User Access Rights for
- multiple users by selecting the relevant tab and details.
- single user (similar to the existing functionality, however, this will record the change as a transaction in the system)
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- Email Payslip functionality: Single & Bulk (Limit 50).
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- Disassembly / Item Conversion requires a BOM defined for the finished good's which need to be broken up into the Raw Material defined on the BOM
- In order to disassemble an item, a Job Order (Disassembly) will be created for the quantity of the item. This will populate the relevant BOM details in the Job Order (Disassembly) and calculate the quantities that will be increased in stock by reducing the quantity of the item the Job Order (Disassembly) has been made for.
- In case of items that have been produced earlier, there's also a component of additional cost that may have been added to the final item on JOQC. This cost is allocated to the inventory value and will eventually be captured via COGS when the item is sold on consumed (expensed). When a Job Order (Disassembly) is made, then the cost will be distributed on the Raw Materials selected against the Item to be disassembled. The total value of the raw materials cannot exceed the cost of the Item that has been selected for disassembly. However, the total raw material cost can be less and the balance amount will be need to be adjusted on the Raw Materials.
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- New transaction "Item Limit Setting Location-wise" has been added to Inventory Module > Transactions.
- Limits can set required on maximum Item quantity per Location which will be applicable on Stock Transfer. If activated for an Item, then the system will not allow Stock Transfer of Items to the Location if it exceeds the limit defined for the Item against the Location.
- Item Limits must be set for each Item Location-wise where the limit needs to be activated.
- Each Location can have a single transaction against it; Items can be added and removed as required.
- Import functionality has been added to import items from excel in one go per location.
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- Salary Process: Option to print Salary Process without saving.
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- Salary Process: Added filters for Project, Grades, Visa Location and Salary Amount. Multiple selection enabled for Grade filter.
- Salary Range filter based on User Access Rights.
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- New Report added for Profit & Loss (Trading)
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- Timesheet Import Option for importing only Absents, Weekly Offs (in case where Weekly Off is variable / not defined) and, Present in cases of Overtime (with the relevant In & Out times). Everything else is updated as default Present with default Shift Times defined on the Employee Master. This enhancement results in much faster timesheet imports.
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- Monthly Addition and deduction: Option added for Excel Upload.
- Rotations Rule Master: Added and enabled individual calculations for Leave Settlement and Final Settlement.
- Leave Application: Option to cancel Leave and Sanction available on new mode.
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- Single Sign-on for on-cloud users of Edge ERP Application with ADDS integration/mapping.
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- Salary Head Overtime Settings: Overtime settings can be defined per Salary Head individually.
- Employee Master Default Account Settings added to fill the required default Ledgers on new Employee Creation automatically.
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- New Report: Customer Outstanding with PDC Ageing: Ageing section added in the Outstanding report.
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- Payment Terms on SID and SI will fill automatically based on the Payment Terms defined on the Customer Master. This can be changed only if the User has the specific User Access Rights to do so.
- Maturity Date on SID and SI will fill be calculated based on the days defined for the Payment Terms. This can be changed only if the User has the specific User Access Rights to do so.
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- Commission can be calcualted based on a selected period.
- Commission can be calculated based on Invoice value or Realized value as required.
- Partially realized Sales Invoices can be managed.
- Sales Return and Credit Note (as Sales Return) can be included.
- Options to pay commission to Employee via
- Payment Voucher
- Monthly Addition / Deduction (Edge HR Payroll module required)
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- Sales Invoice - SO & Sales Invoice Direct: Allows rounding off Sales Invoice Total with +/- into Roundoff Ledger by effecting Accounts Receivable. Rounding off limit can be controlled.
- Purchase Invoice - PO & Purchase Invoice Direct: Allows rounding off Purchase Invoice Total with +/- into Roundoff Ledger by effecting Accounts Payable. Rounding off limit can be controlled. Available only for Local type purchases.
- User Access Rights to control Allow Roundoff for
- Sales Invoice - SO
- Sales Invoice Direct
- Purchase Invoice - PO
- Purchase Invoice Direct
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¶ (Sales | Utilities): Notification and Restrictions
- User Access Rights added for configuring
- Notification for Under Sales Price (SO/SID)
- Block Under Sales Price (SO/SID)
- Notification for Under Cost (SO/SID)
- Block Under Cost (SO/SID)
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¶ (Finance): Outstanding Statement Email Utility
- Utility to send Outstanding Statements by email, which currently allows shooting off outstanding and ledger statements to clients and vendors directly from the system. This utility drastically reduces the time taken currently where the statements must be printed/exported and sent manually and automates it with the simple click of a button. We have also planned future updates where these statements can be sent on predefined schedules. Details are available here.
This utility is available as a chargaeble addon.
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- This utility allows the conversion of existing items that have been defined with Transaction Type as MAX, MIN, or N/A to either FIFO or LIFO. Existing items are any items that have been used in any purchase (in), sales (out), movement, or adjustment (in/out) transactions. The Item being converted will be marked as Inactive and a new Item will be created with the Old Item Code + Suffix as required.
- The conversion process will need to be done for each Item individually as follows:
- Select individual Items (only Items defined with Transaction Type as MAX, MIN, or N/A are filtered).
- Enter the Suffix to add to the Item Code for the New Item.
- The current date will be auto-selected for Item Conversion.
- Ensure that there are no pending transactions for the Item to be converted in either sales, purchase, transfer, or production processes.
- The system will list all items, location-wise and rate-wise into the Detail Grid.
- Select the Conversion to Type as either FIFO or LIFO.
- Convert Item.
- On conversion, the system will automatically process the following actions:
- Selected Item Code will be marked as Inactive. This Item will no longer be available for transactions, however, reports can still be viewed.
- All location-wise and rate-wise details (Quantities and Value) of the selected Item Code will be transferred into the new Item Code (with Suffix) with the same location-wise and rate-wise details.
- Note that this transaction will only affect the Inventory Report and has no impact on the Stock Ledger since the quantities and values are being transferred into a new Item as is.
- The Conversion adjustment will reflect in the Stock with Values report:
- Old Item under the Issue column, with zero balance, location-wise and rate-wise.
- New Item under the Opening Balance column, with the Old Item balance, location-wise and rate-wise.
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- New Items now support additional costing methods for FIFO and LIFO.
- Batch and Expiry is available for Items (Production module required).
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- Added excel import option in Journal Voucher (JV) transaction to import the line items from excel.
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- Each Edge User can now configure their own default printer. Printer name is case-sensitive and should match the user's system printer name.
- In case Edge Cloud Application hosting is used then the default is Edge-Printer.