This article covers new feature updates, fixes, and refinements to Fieldmagic.
Please pay special attention to the **Important Releases below.
Desktop Updates:
**Stock Management
Ability to allocate a warehouse to a given user (access_levels table) FC-3245
Identify whether a given location has the required level of stock
In the Administration area, you can now create Warehouses:
New table for warehouses and stock level. Created an admin area to create, edit and delete these warehouses FC-3244
The warehouse table has the following:
Client ID
Name (required)
QR Code (required)
Type (fixed location or vehicle)
Fixed location - shows address field
Searchable with the advanced search
A warehouse can only be deleted if no stock exists in the warehouse.
The stock level table has the following:
Client ID
GUID
Warehouse link
Product link
Location (stored location of the product in this warehouse)
Quantity
Added Stock levels to the left-hand menu under recurring jobs with list view (full search) FC-3246. Please see the below screen shot.
Reduced spacing on the left-hand menu to fit the final menu item in the navigation
On the list view, the product along with the total stock is displayed. When drilled down into a product, users can see specific locations of stock.
Enabled displaying of items/products with stock management
On the record view, a read-only view of the product with a side panel displaying two actions: stock transfer and stock take are shown.
Stock levels and files are displayed only on the side panel
Note: In order for a product to show in the Stock Levels Screen, a purchase order must be raised and stock received on the purchase order:
Added “Is Inventoried” to products module FC-3247
Default to unchecked. If checked, a product will appear on stock-level screens.
Ability to create stock transfer FC-3248
Allows the users to transfer stock from source warehouse to destination warehouse
1. Within the Stocked Product select the Create Transfer option:
2. Select the Warehouse you'd like to transfer stock to and the quantity, then click 'Save As Completed'
3. Stock Transfer Complete:
The current Stock Level is now reflected as available in two warehouses for the product with up-to-date quantities:
Ability to perform stocktake FC-3249. Please see the below screen shots:
1. Select additional options buttin when in the Stock Levels view and select 'Stocktake"
2. The below screen is presented allowing you to filter on the warehouses you'd like to complete a stocktake on various products.
Added a product re-order screen FC-3250. Please see the below screen shot.
Ability to re-order previous items with their quantity and add a minimum quantity for each product.
Ability to view a list of all products equal to or below their reorder quantity, select supplier for each product and generate and email purchase orders to suppliers
Ability to define one or more suppliers for each product along with the user's buy price
Ability to define preferred supplier for each product
Ability to see stock levels for products that quoted FC-3251. Please see the below screen shot:
Implemented stock usage flow FC-3429
Added a new field to the materials module called - Status
Added a new field called - Allocated from warehouse
Added the option when adding material on the desktop to allocate materials from a given warehouse - add a button called – Allocate from warehouse
Added the option on a job in the mobile app when adding materials that allows users to add parts by scanning the QR code
The mobile app allows users to update materials to “Allocated” which will update the stock by creating an adjustment linked to the job/task/material
Stock Management is only available in Enterprise Plan for both Mobile and Desktop
Virus Scanning
Added a virus scanning process for files being downloaded FC-3419
Mobile Features
Stock Management
Implemented stock usage flow FC-3429
Added an option in the job when adding materials that allow users to add parts by scanning QR codes. Please see the below screenshot:
Allows users to update materials to “Allocated” which will update the stock by creating an adjustment linked to the job/task/material
Allocate Stock and Create Asset From Stock item Flow:
Mobile Fixes
Updates all the Image uploading processes in the Mobile app (Camera/ Photo Gallery) FC-3327
Fixed issues on mobile scheduled tasks based on the period selected (Configure System Setting) FC-3225
Error when viewing (maximize/minimize) asset images upload from the iOS mobile app FC-3344
Contact information is not displaying due to contact roles not set FC-3499
The Barcode scanner is not working on Edit Asset FC-3408
Inactive users are still able to operate mobile app functions (completed tasks, create jobs, etc) when not logged out FC-3450
When the FM app is Idle for 24 hours, it’s not redirected to the log-in page after accessing the FM app FC-3514
Desktop Fixes
Files with a comma on the filename can now be downloaded FC-3504
Removed the quantity text box in SMS Credit Purchase. SMS Credit Purchase is set to 500 for each transaction FC-3511
Unit Price is now generating automatically FC-3505
Different formats in checklist multi-select and text area field entries (including mobile checklist) FC-2887
Accounting Integrations:
Refinements in Accounting Integrations FC-3231
Added new buttons
Live Sync/Debug Sync
Sync Payments
When an invoice is already paid in Accounting and synced back to Fieldmagic
If changes are applied in Fieldmagic, there will no longer be a trigger in the auto-sync to accounting to avoid error messages. Applicable also to Voided invoices.
Made accounting error message more specific for better understanding and easier troubleshooting FC-3114
Other Minor Fixes:
FC-3466 Issue when generating a PDF report
FC-3502 There are no line breaks on the Customer’s Notification after receiving it on Mobile (SMS) and E-mail