As some of you may know, once 06.05.10 is out, the next release planned is a major release incorporating foreign exchange sales.
The following outlines what changes were are incorporating into this release in relation to foreign exchange sales. Other changes will also be included (such as a migration of the main "Jiwa.exe" to .NET), but this thread is solely for the changes relating to foreign exhange.
We intend to implement foreign exchange initally in a manner that does not encompass everything we want with foreign exchange, but rather an interim solution that meets the needs of those with pressing issues due to the lack of foreign exchange capabilities in the foreign exchange area.
Our planned changes are :
1. FX Enable debtor maintenance form (done, but not enabled)
2. FX Enable sales orders entry. This entails FX rates attached to the order, inherited from the debtor and FX rates table.
New columns to be added to lines : FX Sell Price, FX Line Total and FX Discount Amount
New columns to be added to header : Currency ID and currency rate
3. FX Enable Cash Book (half done, but not enabled) - to be added is the posting of gain/loss entries to the GL upon allocation.
4. FX Enable quoting (as with sales orders - FX rates attached to the order, inherited from the debtor and FX rates table)
5. FX Enable Inventory maintenance - FX prices in a simplistic form to be attached to products (new tab showing similar to debtor class pricing, but with a currency column).
6. Reports - Debtor statement, Debtor As-At and Invoice reports to display FX values.
Obviously, this is not a totally complete solution, but we think a good interim solution we can lock in fairly readily without disrupting the product development cycle greatly.
To insulate the sales order changes from the existing customer base, and to hopefully change the direction of the sales order cycle, I'm toying with the following idea...
Introducing a new (additional) sales order cycle that operates along-side the existing sales order system. This new order cycle will consist of 3 forms :
1. Order Entry
2. Dispatch / Picking
3. Invoicing
Only the new system will be FX Enabled. This system will also address some of the short-comings of the existing system, particularly those involving picking and part-invoicing or invoicing for many orders.
The new sales order cycle will be simplistic at first - and keep in mind we're trying to solve three problems here - introducing FX Sales, not burdening existing customers with radical changes to their existing sales orders, and attacking the problems with picking and invoicing.
So... post your suggestions here!