Jim2® Business Engine Help File

ID: 43941

Close Financial Year – Cannot close financial year if Historical Balance account open balance is greater than half a cent.

ID: 43772

Purchase – Negative quantity stock transfer not created when receiving or finishing a purchase order.

ID: 43561

Managed Services – Consumable Preview – Coverage is calculated incorrectly when last consumable job has a quantity greater than 1.

ID: 43890

Importing – Import project with no date in field and synchronising then adds today's date in the field.

ID: 42611

Purchase – Support Bid Reference on POs.

ID: 43514

Email – Added additional Note type macros

ID: 43630

eBusiness – CSV writer does not quote text that contains a new line,

ID: 43131

Jobs – Stock Price rounding issue on reports for billing jobs.

ID: 43136

Jobs – Error when deleting kit header and arrow down, then save job.

ID: 43260

Mobile – Error trying to configure access ID.

ID: 43245

eBusiness Page Count – Toshiba Connector not finding date format setting if serial numbers does not match file.

ID: 39209

eBusiness StockFeeds – Generated stockfeed XML does not validate against schema for processing by Jim2.

ID: 43552

JesM Photocopier – Fix issue 'There is a balancing meter but no balance total was supplied'.

ID: 42909

Email – inbox not found for O365.

ID: 42937

Email – Email address not displaying problem when encoded.

ID: 42820

Email – Process as feed action does not clean up old stock as per deprecated Jes email processing.

Fix upgrade issues with EPO parameters.

ID: 42672

Project Templates – Unknown error creating job from template where PriceSource = Calculate from kit contents.

ID: 42690

Labour/Timers – Timer starting again after saving a job.

ID: 42683

Kitting – Issue with price with 4 decimal points after applying kit header discounts.

ID: 42670

Kitting – If a kit header uses the new kit pricing source (vsDefault3), the upgrade can fail.

ID: 42680

Email – Email sometimes not correctly flagged as having an attachment.

ID: 42706

Global Variable – Fix for warning message after setting 'PostIntoFuturePeriods' global variable.

Build 7058

Fix for upgrade issue with EPO parameters.

ID: 42611

Purchases – New Bid Ref# field in PO header.

ID: 42531

Creditors List – Groups filter not filtering results if it is excluded and there is an as of date.

ID: 42583

Email – Move to folder name can be mangled, and Jes fails if folder exists with different casing.

ID: 42580

Email  – Jes crashes when retrieving emails via MS Graph.

ID: 42526

Jobs – Invoice total is sometimes incorrect as compared to job total. Jiminv table was storing wrong values.

ID: 42576

Auto Create Manufacturing Job – Cannot auto create manufacturing job if manufacturing stock has attributes.

ID: 42604

Manufacturing – Auto create manufacturing job fails when branch is required.

ID: 42599

Auto Create Manufacturing Job – Manufacturing job picks up the logged user location rather than the stock location from the sales job.

ID: 42598

JesM Publish – Error when publishing for the first time. Conversion to datetime resulted in out-of-range value.

ID: 42590

JesM Photocopier – FMAudit file import fails for machines containing no meters.

ID: 42596

eBusiness StockFeeds – Support for downloading compresses file via URL.

ID: 41381

Auto Create Manf Job – Ability to link manufacturing job to manufacturing job.

ID: 41439

Email – Stock feed email processing rule does not work when feed file contained in .zip.

ID: 41452

Email – Email processing ignoring attachments.

ID: 39191

Reports – Project List – Project Profit report is showing wrong gross margin figure.

ID: 41432

Quotes – Quote total is wrong on reports if creating a quote from a job with back-ordered stock on it.

ID: 41424

Stock – Divide by zero error viewing buying history on some stock codes.

ID: 41422

Jobs – Cannot invoice a job with no stock when advanced warehousing is on.

ID: 41442

Reports – Chart of accounts timeout.

ID: 41433

JesM Photocopier – Meter billing finds serial number that contains serial number instead of exact match.

ID: 41312

Invoicing – Rounding issue on invoicing when applying prepayment by cash.

ID: 38088

Project Templates – When importing kit from job/quote, it is not clear that the kit is using a hardcoded price.

ID: 0

eBusiness – Fix for handling multiple stockfeed modules.

ID: 40278

eBusiness StockFeeds – Create Email Action to process stock feeds.

ID: 37909

Email – Office 365 support when MFA enabled (alternative to POP3).

ID: 35505

Business Engine – Automate cleanup of failed transactions on B2B queue

ID: 36610

Copy Move Merge – Message on moving stock from manufacturing jobs to be improved.

ID: 39183

JesM Photocopier – Add support for Konica email scan/fax meter.

ID: 40303

Backup – Uploads to Azure may be corrupted.

ID: 40302

Schedule – Scheduling time out for customers with many tasks.

ID: 36650

Project Templates – Error 'stock code is missing' when taking out all kit contents and delting kit header.

ID: 40284

Manufacturing – Should not be able to change quantity in header when job is in Reserved mode.

ID: 40277

Project Templates – Kit footer hide issue on templates.

ID: 35598

Copy Move Merge – Error 'Argument out of range' on copying/moving stock.

ID: 39212

Project Templates – Template total not updated when kit header total changed.

ID: 39209

eBusiness Stockfeeds – Generaged stockfeed XML does not validate against schema for processing by Jim2.

ID: 39197

JesM Photocopier – MPS connector failing with old style machines that have never had a meter read against them.

ID: 35329

Schedule – Create job from task option isn't changing 'Job' to I call Job from Options.

ID: 37845

Projects – Some fields editable on projects without being in Edit mode.

ID: 35526

Jobs – Stock availability – Editing job from list is updating backorder quantity on jobs.

ID: 35520

eBusiness – Vendor feeds with no Buy Unit adding stock vendor details without Unit.

ID: 38153

Job List – Job List source filter not working when excluding (green background).

ID: 30187

CardFile – Automatic credit hold takes > 5 seconds.

ID: 39175

Reports – Job List – Stock Sold By reports display different amounts (price, total).

ID: 38148

Schedule – Allow to select multiple resources for Holiday task.

ID: 38131

Reports – Filter in export custom reports crashed time.

ID: 38125

eBusiness Link – Insufficient length in stock code to include attribute template.

ID: 38126

Expense Orders – Fixed issue when expense applied to multilevel manufacturing PO.

ID: 38109

Warehousing – Fixed issue in warehouse management. Was not ordering by zone when loading, causing some missing bins.

ID: 38102

Email – Email content is corrupted if 8bit transfer encoding is used.

ID: 38086

Improved Top X Vendors report.

ID: 38098

Purchase – Journal stock doubles quantity balance in stock transaction if linked to a job.

ID: 38078

Backup – Upload to Azure fails with invalid block list.

ID: 38057

Invoice – Batch invoicing – Message popup dialog is sometimes in the background when doing batch invoicing.

ID: 38010

Quotes List – Added Attribute filter to quote list.

ID: 38043

CardFile – Fix blanking out CustBPayRefNo when saving card files in Jes.

ID: 37900

Reports – Project List-Project Profit report shows no results if the first invoiced job has no stock.

ID: 38013

Reports – Error when running statement from card file in Jim2 Mobile.

ID: 38011

Serial Numbers – Should not check for duplicate serials when finishing a purchase order that was on Received.

ID: 37826

Reports – Fix for card file report showing incorrect information.

ID: 37979

Debtors – Fixed to reload payment allocations on edit in Debtors and Creditors.

ID: 37967

Reports – Stock Adjustment report not showing cost and total cost when looking into COGS type adjustment.

ID: 37957

Bank Reconciliation – Reconcile button is not enabled when you Select All transactions.

ID: 38059

Projects – Wrong estimate read value if you edit billing jobs with negative journal stock.

ID: 30451

Jobs List – Pick checkbox column to remain in pinned lists in non Advanced Warehouse Management database.

ID: 37899

Warehousing – Advanced Warehouse Management window sometimes does not show stock in bins.

ID: 37878

Reports – Job List – Job Profit by Job report is showing wrong figures when there's an RFC with Kits.

ID: 37895

Jobs – Displayed stock cost incorrect under certain circumstances.

ID: 37861

Reports – Creditors Aged Payables summary report doesn't pick up prepayments or credit when run by due date.

ID: 37850

Debtors – Cash refunds should only allow rounded amounts.

ID: 37838

Promotional Pricing – Manually selecting a promo price on job/quote removes the Promo# from the promo price hint.

ID: 37823

Reports – Changed text in Debtors Statement from PRE.PAY to PRE.PMT.

ID: 37811

Promotional Pricing – Attribute selection ignores selected values on stock.

ID: 37826

Reports – CardFile report is showing incorrect vendor ABN and vendor Payment Terms description.

ID: 36761

Promotional Pricing – Can't enter promotional pricing with more than 2 decimal places.

ID: 36763

Debtors – Filtering payments by invoice date/due date doesn't affect list totals.

ID: 36762

Transaction Journal – Rounding account option is not adding rounding record on RFC transaction.

ID: 36754

Jobs – When adding linked stock to PO, pricing for stock added to job not correct.

ID: 36749

Schedule – In Jim2.Cloud the scheduler shows the current time incorrectly.

ID: 36652

Kitting – Kit category – Expand All tree option doesn't do anything.  

ID: 36751

Email – Email archiving corrupts emails when removing attachments, causing Jim2 errors.

ID: 36721

Projects – Related stock – Stock not picking up project-related pricing as first priority.

ID: 36753

Reports – Stock Profit by Stock and Summary reports are picking up the value of Cust# as Ship#.

ID: 36704

eBusiness – Vendor feeds – Added Vendor Disc field support for stock feeds.

ID: 36702

Manufacturing – Added new option to auto-create manufacturing jobs.

ID: 36694

Invoicing – New option 'Use rounding account for Invoice Journals'.

ID: 36705

eBusiness – New job source of 'B2Bin' for jobs created by eBusiness.

ID: 36701

Security – New security option to stop people editing stock description on Applies stock on jobs.

ID: 35531

Quotes – Added Phone and Email fields to quote shipping details, and support these fields in B2Bin.

ID: 36685

Stock – Automatic barcode does not cater for barcode already in use.

ID: 36709

Stocktake – Stock in stocktake can be duplicated if you re-generate a stock list.

ID: 36692

Back Orders –  Back-order job is not copying comments and emails when there is a watchout pop-up.

ID: 36684

Purchase – Stock due date doesn't copy across on back-order purchase order.

ID: 36703

Jes CM – Configuration Manager can fail configuring Jes instance on older upgraded systems

ID: 36699

Importing – Vendor stock pricing synchronisation can be slow.

ID: 36678

Lists – Quote List< – When published list is read only and Branch is populated, Branch is ignored.  

ID: 36688

JesM Photocopier – Cannot bill average for project with base rate meter that is set server side.

ID: 34216

Email< – Emails with badly encoded parts blow up email processing.

ID: 36640

Email – Macros – {{Job.Project.WarDateOut}} picks Cont. out instead of Warr. out.  

ID: 36674

Bulk Payments – Option to not group payments

ID: 36680

Commission Sessions – User with no security to view stock cost can view total profit on Commission Session.

ID: 36675

Copy/Move/Merge – Recommended tick-box should either be ticked or unticked for kit footer on Copy Stock window.

ID: 36673

Reports – Job List. Proforma invoice is showing double the job value when there is kit stock on the job.

ID: 36672

Stock – Picking stock doesn't save Job# in stock transactions if job is linked to PO.

ID: 36669

Watchouts – Watchouts on invoice are not adding notes to Comment grid.

ID: 36668

eBusiness – Vendor stock feeds. Unlink menu is enabled for Jim2 stock in search.

ID: 36661

Manufacturing – Issue when doing a COGS adjustment to manufactured stock, then applying an expense to it.

ID: 36657

CardFile – Changes to contact header may not be saved when editing a CardFile.

ID: 36655

CardFile List – Can delete CardFiles used on cheques or branches.

ID: 36636

Email – Email addresses do not show in the 'To' dropdown when you do a related email from CardFile.

ID: 36632

Stock – Stock pricing not reverting back up the ranking when Price Level Min Price is on a stock record.

ID: 33361

JesM Photocopier – Base rate meters are included in the min charge calculation, even if they are constant.

ID: 36605

Copy/Move/Merge – Error 'Argument out of range' when moving labour and there are three or more labour lines.

ID: 36611

Search – Search results are still showing when you log out.

ID: 35492

Prepayments – Prepayments on jobs ignore any amount in the Freight field on the Invoice Details tab on jobs.

ID: 36612

eBusiness Page Count – Submit page count simply says 'No count entered'.

ID: 36607

eBusiness Page Count – Improve eBusiness inbound processing when large numbers of items in queue (especially meter reads).

ID: 36602

eBusiness Page Count – Server performance improvement when a large number of page requests have been submitted.

ID: 35474

Email – Macros – {{CardFile.FirstName}} picks up the first name of primary contact only.

ID: 34287

Jobs/Quotes – New feature to copy stock from jobs/quotes/templates to jobs/quotes, or move/merge stock/comments/labour from jobs/quotes to jobs/quotes.

ID: 35486

JesM Photocopier – Supports service reads via connector.

ID: 35428

Email – Allow execution of custom PowerShell script when running Create Job email action.

ID: 35377

Electronic Payments – New option to force printing of customer receipts on receipt printer for EFTPOS.

ID: 35463

Management – Commission Sessions. New feature that allows for the tracking and reconciliation of commissions payable to staff.

ID: 34223

Search – New Ribbon Search feature added on Quick Access Toolbar.

ID: 34218

Dispatch – Added Suburb to Dispatch List.

ID: 34151

Reports – New Print/Preview/Email count feature on reports.

ID: 34136

Stock – New Stock Flow option in Jim2, displaying stock inflow.

ID: 34855

Stock – Promotional Pricing overwriting all other pricing.

ID: 35593

Business Engine – Provide way to remove failed B2B transactions after a certain period of time.

ID: 35586

JesM Photocopier – Provide feedback if submission of MPS meter read file to eBusiness queue fails.

ID: 35551

Jobs – New checkbox on backorder dialog to set Backorder to 0 when not creating back orders.  

ID: 35521

JesM Photocopier – Service read feed to support number of days that a service read will be accepted after previous.

ID: 34458

Projects – Managed service contracts to show invoice and fault descriptions on Default tab.

ID: 35477

Options – Tools > Options > General > Regional Settings. New option that allows to set default paper size for reports.

ID: 35476

Options – Tools > Options > Jobs. New option that allows to edit tax code on jobs and quotes.

ID: 35455

Jobs – Invoice Details. Added phone and email fields to job shipping details.

ID: 35424

Reports – Delivery Note Report. Added new option to show supplied stock only.

ID: 35425

Bulk Payments – Now allows to import data from spreadsheets.

ID: 35410

General Journal – Now allows to import data from spreadsheets.

ID: 35362

Email – New Message Preview option to get message preview in Email List..

ID: 35346

Email – Improve feedback for email handling of 'Process with MPS connector' action.

ID: 34295

Jobs – Select project from job screen does not include serial number in window.

ID: 34301

History – Now displays record count for history and server logs.

ID: 34286

Time Sheet – Enable report drop-down list box under CardFiles > Time Sheets.

ID: 34278

Project Templates – Add Quote No. to project templates.

ID: 34246

Email – Support HTML custom macros for email templates.

ID: 34225

Schedule – Improve schedule view..

ID: 34220

Setups – Add Active and MaxQty columns to Bin Setups grid.

ID: 34203

Project Templates – Add a warning if there is only one billing action template, and its next bill is set to value.

ID: 34165

Projects – New option to Create Project List from CardFile.

ID: 15548

CardFile List – Include a 'NOT' selection for CardFile Groups.

ID: 34112

Quotes – New 'Transfer Cost' option on creating job from quote.

ID: 34111

Options > Item. New option to not prompt when stock added from Item to quote or job when 0 stock in grid.

ID: 34027

Project Templates – Missing ability to copy email subject to invoice or fault description from email rules.

ID: 34013

Task List – Display Project Template and Card Name information for tasks in list, as appropriate.

ID: 30400

Project Templates – Allow user to search for project templates using additional criteria, such as stock code.

ID: 34295

Jobs – Select project from job screen does not include serial number in window.

ID: 35599

Reports – Base rate meters with 'constant' quantity fail when billing 'Attempted to supply quantity for base rate'.

ID: 35583

Schedule – Created scheduled tasks not using default stock location of branch.

ID: 35578

Kitting – Static kit contents quantity differs from header quantity.

ID: 35579

Jobs – Invoiced jobs have blank status when user with no security for FINISH status invoices a job.

ID: 35568

Jobs – Static kit content's quantity multiplies on setting job to Ready and when Fast Invoicing is turned on.

ID: 35565

Reports – Quote. Checkboxes on quote reports get replaced with symbols when generating a PDF.

ID: 34173

Setups – Branches/SubBranches/GL Departments code should be upper case only.

ID: 35558

Task List – Does not display Card # for 'Review' tasks.

ID: 35553

Projects – Photocopier meter read processing cannot insert duplicate key in object 'dbo.JimB2Bin'.

ID: 35545

Stock – Error on calculating special stock price which is never sold before.

ID: 35540

eBusiness – When eBusiness order matches multiple CardFiles due to email on multiple cards, error message is incorrect.

ID: 35539

Schedule – Subject field in Scheduled Task window does not check for length, resulting in a save error.

ID: 35510

General Journal List – No label next to Document and Transaction date filters.

ID: 35506

Invoicing – Batch invoicing with same customer but different Ship# is adding Various to job shipping details.

ID: 34172

Transaction Journal – COGI and COGR transaction not picking up the correct branch when batch invoiced.

ID: 32870

Project Templates – Merge Templates. When you un-tick 'Only Group Templates' and run Default Groups, shows error.

ID: 35515

eBusiness – Source view does not show all text from multi-line text elements.

ID: 35507

Business Engine – Implement Country Component Tax into Jim2.

ID: 35498

General Journal – Jim2 lets you reverse finished GJ entries multiple times because of refresh issue.

ID: 35408

Quotes – Manual cost of $0.00 is changing to average COGS on recalculating stock prices.

ID: 35406

Quotes – 'Recalculate all stock prices' doesn't update stock cost. Only updates stock prices.

ID: 35353

Budgets – Edit Budget. Cannot get out of Month field when using Branches.

ID: 32860

Stock – Vendor Tab. Cannot see time in the Last Updated column, and there is no way to extend the column.

ID: 35483

Create Similar – When you create similar on a quote, invoice details are blank until you save.

ID: 35494

JesM Photocopier – 'Incorrect syntax near ,' when billing legacy photocopier master.

ID: 35481

Kitting – Use kit header discount for kit contents option. Discount can be incorrect.

ID: 35412

Quotes – Create Similar on PO doesn't bring over the Name, and no option on Create Similar window to copy Name.

ID: 34251

Purchase – Create Similar on PO doesn't bring over the Name, and no option on Create Similar to copy Name.

ID: 35479

Reports – Stock List. Stock Export Report doesn't display sell stock unit.

ID: 35478

Purchase – Unable to unprint purchase order with journal stock at $0 on linked job.

ID: 35475

Reports – Stock List. Units Sale Over 12 Months report. Monthly Average shows wrong quantity.

ID: 35464

Projects – 3rd party meters not being copied down to child machines.

ID: 35411

Creditors – Amount from Paid Now field is removed on pressing Esc, but stays in the Amount box in the header.

ID: 35448

Stock – Creating stock (or quote with stock) from vendor stock feed crashes when in vendor stock code too long.

ID: 35442

Email – Email summary not generated when email content is inside table body.

ID: 35432

Email – when replying to email with first item being a table, reply header is put into the table.

ID: 35419

Security – Jobs > Branches > Sell from Locations of different branches not working.

ID: 35405

Security – Security Group name is duplicated when in Edit mode and you assign user the same security group.

ID: 35399

JesM Photocopier – Jim2 does not use the service read to calculate/populate the daily average value in the meter setups.

ID: 35392

Reports – Reprinting invoice from list (multi) is showing different results from original invoice script.

ID: 14350

eBusiness – If an order is received with ShipAttn and/or ShipAddr, then Cust/Ship address is blank on reports.

ID: 35389

Importing –  CardFile import sets required days to 0. Should leave as null (to use system default).

ID: 35383

eBusiness Link – Order by B2B with kit having specific tax codes on content does not revert to tax free code.

ID: 35376

eBusiness StockFeeds – Jim2 stock pricing is not updated when link to stock in multi-vendor feed.

ID: 35319

Jobs – Jobs added around 12:00 am are setting the due date to 12:00 am as well.

ID: 33944

Reports – Stock Adjustment Report. Total Cost is not showing the correct figures.

ID: 35375

Project Templates – Template pricing is incorrect if kit has header price, forcing content price below its min price.

ID: 35371

Jobs – Changing the Ship# on job is updating ship address and discards customer address changes.

ID: 35353

Budgets – Edit Budget. Cannot get out of Month field when using Branches.

ID: 35351

Reports – Report Designer. Changing the report name on importing a same name report doesn't apply changes.

ID: 7910

Options – Job. Charge freight at job level option also hides Ship Ref and Ship Via fields.

ID: 35344

Reports –  The Statement report should only show a hyphen after the word 'Invoice' if there is a comment following.

ID: 35342

CardFile –  Marking CardFile as inactive warns regarding inactive projects/contracts.

ID: 35341

Email – Email Macro {{Job.InvDetails.ShipAddr}} is truncating first line on ship address when no Attn on job.

ID: 35314

Email – Remote image in email may not be loaded due to HTTS TLS1.2 incompatibility.

ID: 34302

Jobs – Changing the Cust# is also refreshing ship address details along with customer address.

ID: 33982

Stock Select – Mouse tracking wheel doesn't scroll very well on Stock Select screen.

ID: 35324

Project Templates – 'gJobPart: Field 'PrideRef' not found' error on loading stock from quote.

ID: 34311

Stock – Vendor tab. Time on the last updated field is always 12:00am and cannot be changed.

ID: 34292

Stock – Pricing Tab. List Effective date is now showing time, so the date field is now not wide enough.