We are carrying out planned maintenance to our online software on Saturday 18th of January. During the following times you may not be able to log onto PLANERGY.

USA: 5pm (Eastern Time) and 7pm (Eastern Time) on Saturday 18th of January.

UK: 10pm (GMT) on Saturday 18th of January and 1am (GMT) on Sunday 19th of January.

AUS: 7am (AEST) and 9am noon (AEST) on Sunday 19th of January.

We apologise for any inconvenience this may cause.

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.


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.


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.


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.


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.


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.


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.

Our datacentre is carrying out maintenance of our network on Tuesday 17th of December.

During the following time, you may experience a short period of inaccessibility to PLANERGY.

USA: 3pm (Eastern Time) and 10pm (Eastern Time) on Tuesday 17th of December

UK: 8pm (GMT) on Tuesday 17th of December and 3am (GMT) on Wednesday 18th of December.

AUS: 6am (AEST) and 1pm (AEST) on Wednesday 18th of December

We apologise for any inconvenience this may cause.

We are carrying out planned maintenance to our online software on Saturday 7th of December. During the following time you will not be able to log onto PLANERGY.

USA: 5pm (Eastern Time) and 7pm (Eastern Time) on Saturday 7th of December.

UK: 10pm (GMT) on Saturday 7th of December and 1am (GMT) on Sunday 8th of December.

AUS: 7am (AEST) and 9am noon (AEST) on Sunday 8th of December.

We apologise for any inconvenience this may cause.

Our datacentre is carrying out maintenance of our network on Tuesday 3rd of December.

During the following time, you may experience a short period of inaccessibility to PLANERGY.

USA: 3pm (Eastern Time) and 10pm (Eastern Time) on Tuesday 3rd of December

UK: 8pm (GMT) on Tuesday 3rd of December and 3am (GMT) on Wednesday 4th of December.

AUS: 6am (AEST) and 1pm (AEST) on Wednesday 4th of December

We apologise for any inconvenience this may cause.

We are carrying out planned maintenance to our online software on Saturday 26th of October. During the following time, you will not be able to log onto PLANERGY.

USA – 5pm (Eastern Time) and 7pm (Eastern Time) on Saturday 26th of October
UK – 10pm (GMT) on Saturday 26th of October and Midnight (GMT) on Sunday 27th of October.
AUS – 7am (AEST) and 9am noon (AEST) on Sunday 27th of October

We apologise for any inconvenience this may cause.

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.


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.


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.


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.


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.


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.

We are carrying out planned maintenance to our online software on Saturday 5th of September

During the following time, you will not be able to log onto PLANERGY.

USA 5pm (Eastern Time) and 7pm (Eastern Time) on Saturday 5th of September

UK 22 pm (GMT) on Saturday 5th of September and Midnight (GMT) on Sunday 6th of September.

AUS 7am (AEST) and 9am noon (AEST) on Sunday 6th of September

We apologise for any inconvenience this may cause.