• PO Shipment Additional Charges now calculated and applied

• SCM Requistion POST and DELETE

• IN Budget POST

• CRM SV Contracts POST

• CRM Leads GET and POST

• IN StockItem POST to create a new Stock Item

• CRM Contacts can be filtered by phone number

• Tree now returns IsPostable

• PO line item values are now autocalculated

• Support for creating JC Jobs via Job Templates

• PO Cancellation now supported

• BOM Cancellation now supported

• CRM Communication Priority GET

• IN Serial Lot now correctly handles non-unique numbers

• IN Stock Item now reflects price changes when searching for changed records

• AP Invoice and AP Credit Note block creation against Inactive Suppliers

• CRM Organisations can be filtered by Sales Person and/or Sales Manager

• Sales Orders can now post through 0 value GL line items

• CRM SV Assets can now be filtered by Service Request and/or Service Contract

• INBinTransaction GET and POST added

SBS-0091

SBS-0092

SBS-0093

SBS-0094

• Allowed TO line items on Sales Orders

• Corrected transaction handling on Sales Orders

SBS-0079

• Added modifiers for StockItem to reduce payload size

  • excludeUnitConversions

  • excludeSupplierDetails

  • excludeStockLocations

  • excludePriceBooks

SBS-078

• Added GLBudget endpoint

SBS-0077

• Added UTPaymentTerm endpoint

• Calculate Payment Date for AP Credit Notes

SBS-0076

• Added excludeCertifications modifier to HRPerson to streamline the output. Should have ideally been an includeCertifications, but have reversed its logic so we retain backwards compatibility.

• Included Tax Configuration information in HRPerson for Australian Tax setup (others to follow)

SBS-0075

• Added includeLocationSummaries modifier to INSerialLot

• Added GLBankOut endpoint

• Added INBudget endpoint (currently only GET access)

• Validate and handle SerialLotLineItems on INTransactions

• Include SerialLot details on Sales Orders an Packing Slips when using Lot tracking (vs just Serial Numbers)

SBS-0074

• GLPeriodSummary endpoint secured

• Added Date/Time to StickyNotes

SBS-0073

• Publish CRMContact and CRMOrganisation from AR Customer when linked

• GLAccount can now be queried by accountType

• GLPeriodSummary endpoint

SBS-0072

• AR Customer create Delivery Addresses correctly to support added schemas

SBS-0071

• AP Credit Notes to create Unapplied Transactions

SBS-0070

• HRTSTimesheet endpoint added Browser Timesheets

• SCMRERequisition endpoint added SCM Requisitions (GET only)

SBS-0069

• Support for a bunch of query parameters on CRM Communication

• Support for including Linked Objects in GET calls - ?includeLinkedObjects=true

• Ability to create and update Sticky Notes

• Fix bug in PO Purchase Order POST which was ignoring the PaymentTerm

• Support for organisation and customerPONumber query parameters on CRM Service Request

• Support for parentOrganisation query parameter on CRM Organisation

• Support for nameFilter query parameter on CRM Contact

• Support for primaryOrganisation, primaryContact and nameFilter query parameters on CRM SV Location

• Correctly resolve Currency attribute when POST to a Customer (note backwards support for CurrencyCode workaround still supported)

SBS-0068

• Global Search support

SBS-0067

• Manage Closed Jobs when posting transactions

• Publish Period Summary with Supplier

• Accept Transaction Trees on PO Receipts

SBS-0066

StockItem GetSellingPrice publish calculation tracing

SBS-0062

StockItem GetSellingPrice calculation respect Customer invoice discount

SBS-0061

Add query to CurrencyCode to get access to exchange rates

SBS-0060

Standardise validation for a user to have Company access via API

SBS-0059

GET for HR Balance Forecasts

SBS-0058

Update to allow AP Invoice to reference source PO

SBS-0057

Sales Orders respecting IN Location not being used

SBS-0055

• Implement APCreditNote endpoint

• Call A&A after update/create via API

SBS-0054

Security on Report access

SBS-0053

CRM Communication now supporting POST

SBS-0052

Fixed Asset data being published through PO was only showing the code not the sub code, and also resolving any POST attempt in the same way

SBS-0050

AR Customer update is incorrectly using a property called StopCredit rather than IsCreditAllowed which causes an update to a Customer to reset the flag on an existing Customer

SBS-0049

Added JCStatus, ProfitCentre and JCJobType API calls

SBS-0048

Link Service Person to Purchase Order

SBS-0047

• Add access to Assigned Team on Customers

• Allow querying of CRM SV Assets by class and type

SBS-0046

Ability to run a report and have it generate an attachment

SBS-0045

• AP Credit Notes

• PO Shipments

SBS-0043

JCDisbursements

SBS-0042

Update avoid 1090 on Locations in SO

SBS-0041

Publish Timesheets that have been linked to a Service Request

SBS-0040

• Improved error handling

• Approval query for Purchase Orders

SBS-0039

Update to protect against use of property named "type"

SBS-0038

Publish LastCost and StandardCost for StockLocations via the API

SBS-0037

• HR Incidents

• GL Transactions

• Supplier update

• GL Bank In

• Clear Approvals

SBS-0036

Miscellaneous API Updates

SBS-0032

• SO/PO Links published with PO Lines

• Memory cleanup

• Currency API

SBS-0031

Enhanced API Logging and tracing

SBS-0030

• API support for JSON and Unicode chars < 255

SBS-0090

• Dont lose sub components on Packing Slips for Kit Set items

SBS-0089

• Sales Orders improved handling of Delivery Address

SBS-0088

• Support HR Leave Request Single Level approval

SBS-0087

• Added CRM Message (Notifications)

• Added CRM Task (Followups)

• APInvoice and POPurchaseOrder now use the users Approval collection for iteration when querying with canBeApprovedByUser for a speed increase

• Fix bug calculating SO Backorder Quantity when order is not in Stocking Units

• Added CRM Contract Cost (CRM SV Contract Costs)

• Added AP, AR, FA, GL, IN, JC Module Controls primarily for access to Current Periods by module

• FA Balance Adjustment GET

• FA Depreciation GET

• FA Disposal GET

• FA Revaluation GET

• FA Transfer GET

• FA Write Off GET

• Fix bug when updating existing Sales Orders not reducing header totals

• Job Card fields available in JC Job

SBS-0086

• Added QuantityPicked and QuantityUnpicked to StockItem

• SO Packing Slip - retain AddressNumber when updating a Packing Slip

• PO Shipment accept Location on IN Line Items

• Support includeCrossReferences to get Cross Reference information from Organisations and Contacts

• CRM Asset Create and Update

• FA Adjustment GET

• FA Purchase GET

• IN Advanced Pricing GET and POST

  • Analysis Code

  • Customer Code & Analysis Code

  • Customer Code & Stock Item

  • Price Level & Analysis Code

  • Price Level & Stock Item

SBS-0085

• Added profitCentre modifier to JCJob endpoint

• Primary key URL element no longer trims leading and trailing spaces

• Added assignedTeam modifier to CRM SV Request

• Added support for | separated list of Status in PO Purchase Orders

• Fix bug in Supplier POST incorrectly setting IsUsingBuyerCreatedInvoice with IsPrintSupplierPartNum, plus conditional setting of withholding tax values

• Add action to ARInvoice to set IsPrinted flag

• Add ability to set Attachment as Primary

• Add ability to set IsWebAccessible on Attachment

• Publish UDF and Trees on CRM Quotes

• HRPerson includes StandardDaysPerPay

• FAMaster endpoint

• Publish Name, and allow Name update on Customer Delivery Address

• GL Line items on Sales Orders

• NS Line items on Sales Orders

• Validation of HTTP methods (GET, POST, DELETE) to return improved error on malformed requests

• Handling of trailing / on URL lines

• Added includesGLAccount modifier to GLBankIn, GLBankOut, GLDocument, APInvoice, APCreditNote to only return transactions that contain lines with the nominated GL Account

• POST to JCEstimate

• CRMQuote support for Summary Line Items

• Added includeOpeningBalance modifier to GLAccount

• Added ability to sort AR Invoice GET requests (prototype - will roll through all endpoints following evaluation)

• Added postingDate filter to APInvoice, APCreditNote, ARInvoice, ARCreditNote, GLBankIn, GLBankOut and GLDocument

SBS-0084

• SO Sales Orders new actions

  • takeOffHold

  • putOnHold

• CRM Quote security now determined by access to any of the CRM Quote screens (through various CRM modules)

• AR Customer Delivery Addresses can now be set as Active and Primary Addresses

• AR Customer now queryable by Advanced Security

• GL Account transaction trees are now published by request

• GL Account now queryable by Advanced Security

• AP Supplier now queryable by Advanced Security

• Fixed error when handling JC Employee due to changes in Greentree gender handling

• Correctly validating length of HR Firstname and Surname values (was validating 20, should have been 30)

• Resolved memory leak in API infrastructure related to HTTP Headers

SBS-0082

• Ability to delete PO line items

• Correctly set the Anniversary Date for HRPerson

• Report default Company with User

SBS-0081

• SO Sales Orders new actions

  • takeOffHold

  • putOnHold

• CRM Quote security now determined by access to any of the CRM Quote screens (through various CRM modules)

• AR Customer Delivery Addresses can now be set as Active and Primary Addresses

• AR Customer now queryable by Advanced Security

• GL Account transaction trees are now published by request

• GL Account now queryable by Advanced Security

• AP Supplier now queryable by Advanced Security

• Fixed error when handling JC Employee due to changes in Greentree gender handling

• Correctly validating length of HR Firstname and Surname values (was validating 20, should have been 30)

• Resolved memory leak in API infrastructure related to HTTP Headers

SBS-0082

• Support update of PO Shipments

• Improved handling of Dynamic & Plugin Properties

• Support for Source Receipt Lines in AP

• Validate sign of invoices and credit notes

• Correct calculation of Selling Price on Sales Orders

• Correct cost determination in Sales Order when selling by non-stocking UOM

• Correct GL account on JC Lines of AP Invoice/Credit Note

• Correct validation of Supplier Payment Terms

• Stock Item query modified timestamp support for just the masterfile

SBS-0065

Selling Price - respect correct default Price Book selection

SBS-0064

Current Company access for the user, not the requested company - unless the current company was already set to the requested company

SBS-0063

AHFormDefn implementation to read reports and execute reports to PDF

SBS-0044

AHFormDefn implementation to read reports and execute reports to PDF

SBS-0044

• Currency published as CurrencyCode on Customer

• Validation of Country on Customer

SBS-0035

HR Leave Requests

SBS-0034

Update AP Invoice IN transaction Analysis

SBS-0033