JMS Version 4.0.182 14/02/2024
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Installation Instructions 
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This version includes the mods specified in "Modifications Nov 2022 v1  Multiple Mods.doc".
This version also includes bug fixes and further improvements for mods made in 4.0.180 and 4.0.181.

1. We recommend you first test the changes on a non-live system. Before applying changes to the live system, please make sure you have a complete backup of the database.

2. It is assumed that you are upgrading from version 4.0.178. Make sure previous version 4.0.178 has already been installed, i.e. all the schema modifications up to this version have been made.

3. The schema updates for this version includes and supersedes those from 4.0.180. (Please DO NOT apply the schema updates supplied with version 4.0.180 otherwise these updates will fail to install.)

3. Apply the schema updates from schema_updates.sql to add new fields to tables: branches, customers, users, suppliers, orders, order_items and create new table order_amendments.
NB. The PaymentMethodID is dropped from the orders table. Before doing this an UPDATE query is used to populate the latest payment method used by an order for a supplier. Please remove this "UPDATE" query if you think populating the new PaymentMethodID field in the suppliers record is not necessary.

4. Add the new "Purchase Order" report from add_purchase_order_report.sql. The PDF of the report will be attached to an email. Please modify the "Email Template" of this report as required. It currently has the following one line of text: "Please find attached our purchase order {OrderNo}{AmendedSuffix}."

5. Add a new option called "PDFPurchaseOrderFileNaming" to the "Accounts" section of the options.ini file. This is the location of the PDF created by the "Purchase Order" report. Please modify this as required:
[Accounts]
PDFPurchaseOrderFileNaming=C:\Temp\Lektronix Purchase Order PDFs\[YEAR]\[MONTH]\[BRANCH]\[ORDERNO].pdf

6. A stored function is required to fetch the next order number from the branch when a new order is entered. Please install from stored_function_GetNextOrderNo.sql.

7. (Optional) The "orders" table has new fields CurrencyCode and CurrencyRate. These will be blank for all existing orders. To populate all orders with GBP and 1 please run the following: orders_currency_default_to_GBP.sql

8. (Optional) The "orders" table also has a new "OrderType" field. This will be blank for all existing orders. To populate all orders with OrderType of "Product" please run the following: orders_OrderType_default_to_Product.sql

9. Replace the existing executable with the new one.

10. (Recommendation) Populate the new supplier fields POEmail, PaymentMethodID, PreferredCurrencyCode and CountryID. 

11. (Recommendation) Populate the new branch fields in the new "Purchase Orders" tab: POEmail, POProductVATNo, POServiceVATNo, POServiceFooterText. Also POArrivalBranch where applicable.

Thanks,

Surinder
IT Partnership