Sales

1. Sales MOQ feature for Sales Orders

• Scenario: There may be a scenario where a particular item cannot be sold lesser than a certain minimum quantity.
• Solution: The provision of sales Minimum Order Quantity (MOQ) is now provided in the Item Master, and users can decide in customer master whether to apply Minimum Order Quantity criteria to a particular customer.

2. Sales Order drawing approval with different stages

• Scenario: OurSys had the feature of marking items in order as Drawing Approval and further it was possible to mark as approved.
• Solution: We have now further added a provision to select various stages such as 'Drawing sent to customer for approval', 'Pending with customer', 'Pending with us'. Such stages can be used so that the exact status can be tracked.

3. Additional charges added in Quotation will now reflect in Sales Order

• Scenario: Earlier additional charges added in quotation were not reflected when it was converted to the sales order, and it was required to be added manually in the sales order
• Solution: Now the user gets the option to add additional charges from quotation to sales order when sales order is made from a particular quotation

Purchase

1. Labour Purchase Order Emailing Feature

• Scenario: Purchase Orders for Labour work (Outsourcing) did not have email feature
• Solution: urSys now has the feature of sending email of the Labour Purchase Order directly from OurSys.

Receiving

1. Amendment History in Receiving of Goods

• Scenario: If the quantity of GRN was changed after GRN generation, there was no record of who changed and from what quantity.
• Solution: Now the history will be recorded in the comments section of 'Receiving' transaction if quantity is changed.

Quality

1. History Card of Gauges and Instruments

• Solution: We have now added a new feature called 'History Card of Gauges & Instruments'. You will get all the details related to a particular instrument or gauge in one place in this report.

Stores

1. Shortcut to a particular transaction through stock ledger is now possible

• Scenario: In order to audit a stock ledger, one had to go to individual transactions from main menu since there was no link between Item Stock Ledger report and individual transactions.
• Solution: We have speeded up the auditing process by providing links to individual transactions from the Stock Ledger Report itself.

2. Stock Valuation report is enhanced

• Scenario: Earlier Stock valuation report did not show the value of stock which was in transit i.e. stock transferred from one warehouse but still not received at another warehouse.
• Solution: Now the stock valuation report is provided with the option to see the values of stock which are under transit from one warehouse but yet to be received at another warehouse.

Production

1. Process wise daily production capturing is enhanced

• Solution: Now user can make the multiple job order's process wise daily production entry, so lot of time can be saved through this.

Outsourcing

1. Outsource Material with Supplier report enhanced

• Scenario: Earlier this report did not have the option to see the value of material at Supplier
• Solution: Now we have added the value column to this report so that users can assess the amount of material pending with supplier.

PPC

1. Dashboard for Sales order pending for planning

• Scenario: User needs to know how many sales order are pending for planning whoose SO BOM is approved.
• Solution: We have provided a Dashboard where user can easily come to know how many sales orders SO BOM is approved but planning is still pending.

Invoice

1. The invoice generation page is enhanced

2. Documents can be uploaded in Delivery Note

• Solution: Users can now upload important documents in delivery note so manual storing of some supporting document can be avoided and you can get data from OurSys itself.

Accounts

1. History of records changed in sales and purchase voucher

• Scenario: Earlier there was no record of the credit start date or due date being changed by any user
• Solution: Now the history will be recorded and shown in the comment section who has changed this dates and when it was changed.

2. Payment credit days of supplier and customer from masters is now shown in the Sales and purchase voucher

• Scenario: If the credit start date or due date is changed in sales or purchase voucher then the credit days gets changed, and to compare this with masters credit days one has to go in the particular Supplier or Customer masters
• Solution: Now the actual credit days in voucher and masters credit days from Supplier and customer master will be shown in respective vouchers easing the effort of users.

3. Customer / Supplier outstanding report and Customer / Supplier ledger report is enhanced

• Scenario: Earlier "Narration" field of a particular voucher was not shown in different column in customer/supplier outstanding report and ledger report.
• Solution: Now a different column is added for the "Narration" field of particular voucher in customer/supplier outstanding report and ledger report, so user can easily work on excel output of this report

4. A new column of "Uploads" added purchase voucher columns to display

• Scenario: Users need to see the uploads from the first screen of the report of purchase voucher, earlier they use to edit individual purchase voucher and see the uploads.
• Solution: It will ease the user's time by providing the option of viewing uploads from the first screen of purchase voucher report

5. Multiple Reference option is now provided while registering the vouchers

• Scenario: Earlier there was only one reference option given to tag the account vouchers, so for e.g. multiple advances were received it was not possible to bifurcate and tag under multiple references to a account voucher.
• Solution: Now multiple references can be mentioned against an account voucher.

6. Account Vouchers send email feature is enhanced by automatic attachment of respective vouchers to email body.

• Scenario: Earlier user had to save the voucher and then manually attach it to the email body while sending email from ERP.
• Solution: Now the voucher print will be automatically attached to email while sending from ERP.

7. Purchase register can be filtered by "Import Purchase" or "Local Purchase"

• Scenario: Earlier the purchase register used to show all the ledgers whether it was local purchase or import purchase.
• Solution: We have provided the filter option where user can take the report by mentioning "Local" or "Import".

Service

1. Task generation and tagging it to Deployed Equipment Universe

• Scenario: Earlier there was no option to generate a task through Deployed Equipment Universe and tag it to that particular Deployed Equipment
• Solution: Now user can raise a task directly from a particular Deployed Equipment and tag it to same equipment.

2. Service module feature is now enhanced by giving the particular email credential option

• Scenario: Earlier System email ID was only used to send the emails from service module
• Solution: Now we have provided the option to set the email ID for the service module through which it is to be sent

3. Service module feature is now enhanced by giving the particular email credential option

• Scenario: There was a scenario where users wanted to track the no. of spares sold for a particular deployed equipment, earlier this was not possible.
• Solution: Now user can tag a particular item in sales order to deployed equipment, so over the period one can find the spares sold for a particular deployed equipment.

Maintenance

1. Option to mark a particular maintenance plan as "In active"

• Scenario: There may be a scenario where a particular maintenance plan is further not required so it should be marked as In active.
• Solution: Now we have provided the option in the maintenance plan to mark it as Inactive so that in further transactions it will not appear and wont create unnecessarily clutter.

Project

1. User can post comment on Project activity while adding Daily Log

• Scenario: There was option to put comment in the Project Planned Activity, this was useful to quickly find the status or users remarks/comments, but these comments were not captured while adding the daily logs by users.
• Solution: Now provision to put extra comments is given to user while adding the daily log itself.

Masters

1. Setting a particular store location as Inactive

• Scenario: There might be scenario where stores location defined in ERP is now not in use, Earlier there was no provision to mark such store location as inactive
• Solution: We have now given the option to mark particular store location as Inactive so that it does not come in reporting.

2. Option to mark Manufacturing process as Inactive

• Solution: Now the users can mark the particular manufacturing process as Inactive so that in future transactions it wont appear and unwanted clutter is removed.

3. Now User can add 10 Attributes for an Item earlier was 5

Taxation

1. At GST Debit / Credit Note now the user can select Bill To location

• Scenario: In some cases the billing location is other than the consignee in that scenario we need this Bill To location.

General

1. Date Range configuration

• Scenario: OurSys has each report-wise date range configuration but that link is in Masters so most of the time User was not using that feature
• Solution: At the Columns to display section User can select the date range for the particular report and that will be save for next.

2. Notification Feature Enhanced

• Scenario: When any user gets the notification and user wants to go to that transaction he/she has to copy the Doc. No. from notification and filter the particular transaction
• Solution: Now if the user has rights then the notification will be clickable and the user can go to the particular transaction directly.

3. Document prints enhanced with Draft Mode

• Scenario: Whenever some of the documents like Quotation, sales order, purchase orders are in amendment mode, the printouts do not mention this, and if such document are sent to customer or supplier then it would be wrong.
• Solution: Now the printouts of quotation, sales order and purchase order will show as "Under Draft" if a particular transaction is under amendment mode.

3. Document-wise Email Content Configuration

• Scenario: Users need to define some specific lines in the email body that is sent from the ERP, earlier the email body was system-defined only.
• Solution: Now the provision to define template-wise email body feature is given so that users can predefine the sentences which is to be shown in the email body.

4. Attribute feature is now enhanced

• Scenario: Some of the attributes needs to be locked and will not be editable for some users while transaction, earlier this was not possible.
• Solution: Now you can decide which attributes to be kept editable user wise.