The latest update release of PLANERGY went live over the weekend of the 18^th/19^th of January. See below the updates made in the latest release.

What’s New

Custom Fields Added to the Control Panel

Previously you needed to contact our support team if you wanted to make changes to the custom fields in the system. The ability to make these changes has now been added to the Control Panel in the Advanced Controls section. Your account’s Account Owner will now be able to make these changes directly in the Control Panel as and when needed giving you extra control and flexibility.

Line Subtotal is Now Included on the New Order and Edit Order pages

The line subtotal information was previously only visible on a fully approved PO. We have had a few requests for this to be also visible when creating or editing an order in the system and in this update we make that available to you. The extra information should make it easier to create and edit POs in the system. Thank you for your feedback!

Check Budgets Graph

During the order and approval process when checking remaining user and department budget there is a new graph to give approvers a better understanding of the current budget. This will include values for approved expenditure, expenditure pending approval, and the remaining budget for each type of budget.

Custom Purchase Requisition Fields Visible On Approval Request Email

Custom fields on the purchase requisition form are now included in the approval request emails. This should make it easier to approve purchases directly from the email when you are using custom fields as you no longer need to log in to see this information.

Custom Fields Duplicated Using Repeat Order

When using the Repeat Order option all data filled in the custom fields will now be copied into the New Order form. This should save you a little more time when using a previous order as a template for your latest purchase request.

Inventory Implementation Improvements

The process for importing stock levels has been improved with better audit tracking of the relevant actions. Audit trail tracking and display of information is improved throughout the application on any relevant page related to setting of initial stock levels.

Other Improvements

• Thousand separators: Numbers of 1,000 and more will now include thousand separators throughout the application to improve their legibility.
• Advanced reporting improvements: Additional fields made available for inclusion in custom reports in Advanced Reporting.
• Bug fixes: A few fixes to reported issues including fixing some error messages, improving some minor issues in the standard searches, better flagging of errors in the Import From File section of the Control Panel, Latest News button to view more articles updated to be clearer, Inventory Receive Into Stock comment and approval issues addressed.

Let’s start with an apology. We haven’t been keeping you up to date with all the work we have been doing to improve PLANERGY over the past number of years. We want to fix this. To avoid the fate of most New Year’s resolutions we are starting now!

Going forward we are going to be sharing regular updates about the improvements we are making to ensure you can make sure you are aware of any changes and can start to use of any new features. Updates are usually released every 2 weeks with some big and a lot of smaller improvements in each release.

We would also like to say a big thank you to all the people who have shared feedback with us. We have been listening and improving the system based on your great input. Please keep it coming! (In case you don’t know – here is a help article explaining how to log a suggestion with us).

With that addressed, here is the first of our regular updates.

What’s New

Custom Fields Linked Between PO and Invoice

Specific custom fields can be linked from the PO to the invoice to auto-populate and remove a manual step in the invoice matching stage. Assign GL Codes during the PO creation stage and see them automatically filter through to the invoice.

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Reorder Notifications for Inventory

To add to the existing minimum and maximum stock levels already available in Inventory there is a new option to set a reorder quantity for each item. When stock levels drop to that number the system will show a notification on the Inventory item quantity report to inform you to reorder. Avoid stock outs with this simple but effective new feature.

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Better Display on Larger Screens

For larger screens we have expanded the width of the main area of the UI to better use the horizontal space. See all the information more clearly to speed up every step of the processes you carry out in PLANERGY. This should help especially for the users that wanted to see more detail visible in the line item section when creating or editing a PO.

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Hover to see full text of what you have selected

When viewing the data you have selected you can now hover over the text to see the full text. This should help when there is not enough screen space to see the full information for long descriptions, Cost Codes, GL Codes, etc. This should be particularly helpful when the text is hidden by the selector when creating or editing a PO.

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Improved Control Panel Reports

For users of our Advanced Reports there is a new section in the Control Panel to run additional reports across every section of the Control Panel – Departments, Users, Items, General Ledgers, Cost Codes, Locations, and Approval Rules.

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Streamlined Advanced Reporting

The Advanced Reporting section has had a little pre-Christmas tidy. The Approval section has been replaced by individual reports on approval for suppliers, POs, invoices, etc. each under their own section.

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Other Improvements

• Improved User Groups for Mobile Devices: On devices with smaller screens the User Groups has improved tab displays.
• Bug fixes: A few fixes to reported issues including improved page printing using the browser print page (we still don’t recommend printing pages as that is a waste of paper), a few small fixes with Advanced Reporting, Invoice Search export updated, etc.

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What’s New

Inventory and Asset Management for PLANERGY

We are releasing our new Inventory module with 9.6.  Inventory is a new module, which can be added to your existing PLANERGY account.  This module will help manage and control inventory and assets purchased through PLANERGY.  Please contact support or one of our account managers to inquire about adding Inventory today.

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GL Code and Tax are now available in the ‘Details per supplier’ section of Items – Control Panel

It is now possible to assign a default GL Code and Tax Code to the ‘Details per supplier’ section of Items.  This means is you can now have Tax Codes and GL Codes that are different for each vendor for the same catalogue item.

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New Layout and UI in Control Panel

Our new Control Panel interface is easier to use and read, allowing you to easily control and navigate the back end of PLANERGY.

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Custom Fields at the PO and Invoice Line Level

It is now possible to add Custom Fields at the line item levels on the Purchase Orders and Invoices.  Please contact support to get these Custom Fields added.

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Better Receiving and Return Tracking

A new field for tracking the date of Goods Received and Good Returned.  This field will allow you track receiving and returning of goods where the date of entry may differ from the date of physically receiving / returning good.

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More Improvements

• Control Panel Audit Trails Improved: Full audit trails on budgets, item price, conversion rates, and more!
• Mobile Device Display Improvements: Columns in the Control Panel and Purchasing Panel display better on mobile devices, for a more seamless and easy to read interface.
• Better Reporting: New reports and columns available in Advanced Reporting. Reports like Receiving / Return history improved, more customization available in some reports. New assignable Donut Chart and additional graphs in the Favorites page.

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