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Transcript of GoodX Softwaregoodxcloud.co.za/updates/7.8/notes/Release Notes 7.8.1603.09.pdf · Odoo: Warehouse...
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
Bug Fix : 99 change(s)
GXMantis: 010883
The issue where the system failed to warn the user if a patient (on a Debtor with ONLY ONE patient) has
been billed more than once, has been resolved.
Odoo: 40650
Warning for duplicate invoices on patient on same day on Multi Invoice screen
GXMantis: 009774
The SQL error the user received when saving an estimate from the invoice screen, has been resolved.
Odoo:
SQL error on "Save As Estimate"
GXMantis: 008859
The issue where default reports would not generate correctly, has been resolved.
Odoo:
Default on reports does not work
GXMantis: 010934
The sorting on the Patient select screen when invoicing is done, has been changed to sort according
to invoice number and the date, showing the last invoice at the top.
Odoo:
Patient select screen invoice order incorect
GXMantis: 011076
The issue where some reports could not display all information, has been resolved.
Odoo:
Reports handling of large numeric values
GXMantis: 011064
The issue when billing for example Z01.4 and reject on the XML post, has been resolved.
Odoo: 46517
Tariff schema: ICD10 handling issues
GXMantis: 011377
The issue where un-linked receipts didn't post correctly, has been resolved.
Odoo:
Creditor un-linked cheque issue
GXMantis: 010929
The issue where the two journals were posted against the same invoice in the same journal batch and failed
to reverse, has been resolved.
Odoo:
Bug in automatically reversal of journal batch
GXMantis: 010874
The extra next button on the Balance Sheet report had no function, therefore it has been removed.
Odoo:
Balance sheet: Inactive "Next" button
1 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 010843
The issue where transactions displayed in the incorrect chronological order when capturing a receipt, has
been resolved.
Odoo:
Receipt allocation transaction order
GXMantis: 008199
The issue where the Debtor Statistics Report still made use of file data ledgers has been resolved.
Odoo:
Debtor Statistics report: Still makes use of filedata ledgers
GXMantis: 010083
When capturing time for 0023, the system did not save the correct time, it save 08:00-08:00. This has been
resolved.
Odoo: 32496
0023 "From time" to "To time" post incorrectly
GXMantis: 010068
Various multi-language issues have been resolved in the Financial Reports module.
Odoo:
Financial Reports: Multi-language Issues
GXMantis: 011077
The issue where ledger accounts for example EXP110 were truncated to EXP11 when generating reports, have
been resolved.
Odoo:
Ledger account numbers truncated during reporting
GXMantis: 011299
The issue where the authorization number was overwritten when using the Episode screen, has been resolved.
Odoo:
Auth Number on patient fixed data (Multi-Invoice screen)
GXMantis: 011131
Improvements have been made in the way Claim numbers are generated, used to switch claims.
Odoo:
Claim number generator DB sequence
GXMantis: 011176
The issue where the incorrect pricing id was being pulled through on the combination list, has been
resolved.
Odoo:
GMED and 0201 items incorrect price on combinations
GXMantis: 011056
Ambiguous variable names used to store the Debtor Journals configuration in GxOptions have been changed.
Odoo:
Variables used to store Debtor Journals Configuration values in GxOpsies
2 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011681
The issue where previous year transactions posted in the incorrect period, has been resolved.
Odoo:
New xml posting mechanism: previous year posting
GXMantis: 011336
The I/O error 161 with regards to Mailmerge, has been resolved.
Odoo:
Mailmerge I/O error 161
GXMantis: 010994
The error the user received when generating the Daybook report where there were more than 999 invoices, has been
resolved.
Odoo:
Drilldown Report "invalid floating point" error
GXMantis: 010952
The issue where medicine items which were part of a combination and marked as chronic items, were not
displayed in red on the invoice screen, has been resolved.
Odoo:
Combinations Chronic Medicine issue
GXMantis: 011326
All the issues with regards to billing groups on the New Comprehensive invoice screen have been resolved.
Odoo:
New Comprehensive invoice screen issue with billing groups
GXMantis: 011380
The issue experienced when opening an existing stock invoice has been resolved.
Odoo:
Stock Manager: Unable to open existing batch invoice
GXMantis: 010731
The issue where the system used a previous Authorization number when capturing batch invoices, has been
resolved.
Odoo:
Authorization number issue on the New Comprehensive invoice screen
GXMantis: 010133
The access violation the user received during the Stock take process, has been resolved.
Odoo:
Stock Take capture values access violation
GXMantis: 010832
The issue where the import ERA wouldn't import correctly, has been resolved.
Odoo:
Import ERA from CSV
3 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011101
The redo-invoice function will now block the user if the invoice has been handed over.
Odoo:
Debpack Credit Note Bug
GXMantis: 010160
The issue with the date format on the user setup screen in GoodX Manager has been resolved.
Odoo:
User Setup Screen: date format issue
GXMantis: 010886
The issue where the system did not update the amount correctly when using the short-cut key "F2",
has been resolved.
Odoo:
Stock Purchased Invoice: Check quantity
GXMantis: 010876
The issue where the "F2" button was inactive when updating modifier codes, has been resolved.
Odoo:
Simple invoice screen: Shortcut "F2" inactive
GXMantis: 010147
The incorrect calculation occurs when the number of minutes are typed in after capturing the 0011 code, and
F2 is clicked immediately without tabbing out of the minutes box. The program should now interpret the
number of minutes correctly.
Please note that the duration field has been grayed out and can no longer be edited.
Odoo:
Modifiers: Incorrect calculation (0011 code)
GXMantis: 011027
The issue where the Assistant modifier's 3rd field was ignored when billing, has been resolved.
Odoo:
Assistant modifier, 3rd field not taken into account
GXMantis: 010364
The issue when creating or editing a new warehouse, the Afrikaans and English descriptions was "swapped
around" on the warehouse list screen. This has now been resolved.
Odoo:
Warehouse setup "switches" language descriptions
GXMantis: 010341
The issue where the stock usage report didn't display correctly when doing credit notes, has been resolved.
Odoo:
Stock Usage report issue with credit notes
4 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011067
The "File not open" error the user received when doing a redo receipt from the account enquiry screen,
has been resolved.
Odoo:
Account enquiry Redo Transaction: Bug in re-doing receipt
GXMantis: 011029
The issue where the system would duplicate a invoice after a "Redo transaction" was done, has been
resolved.
Odoo:
Redo Transaction duplicates the "New" invoice
GXMantis: 011041
The multi language issue on the CCA's confirmation screen, has been resolved.
Odoo:
Multi Language issue on CCA: Account Invoice status
GXMantis: 010585
The issue where the user could post an invoice without a case number on a Hospital system, has been
resolved.
Odoo:
Hospital: Billing against no Case number
GXMantis: 011359
The issue where the date on the Comprehensive invoice screen defaulted to "Today", instead of the date on
the diary has been resolved.
Odoo:
New Comprehensive Invoice screen uses today's date instead of the date from the Diary
GXMantis: 011099
The issue where incorrect headings would display on the statistic report, only if no Custom prefix has been
filled in, has been resolved.
Odoo:
Blank custom prefix for episode causes display problems in Debtor Statistics report
GXMantis: 011100
The issue where the incorrect information was being pulled through during the capturing of invoices, has
been resolved.
Odoo:
Location and department changes between Episode and Multi-invoice screen
GXMantis: 010871
The issue where the authorization number is being over written when using the Episode screen, has been resolved.
Odoo: 37725
Multi Invoice: Episode screen issues
5 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 010354
Functionality has been added to hide the "Dispensing Method" input field, for Non-Hospital systems on stock
input screen.
Odoo:
Stock Item Setup: Dispensing Method visiblility
GXMantis: 011084
The issue where some of the search fields "disappeared" form the Debtors' tab, has been resolved.
Odoo:
Debtor advance search screen (F5) fields missing
GXMantis: 010581
The issue where the Medical aid option screen would load a considerable length of time before opening the
list, has been resolved.
Odoo:
Debtor input: The Medical aid option list screen opening slowly
GXMantis: 009463
The issue with the "Suppress Zero Qty/Values" report configuration checkbox that didn't have any effect on
the report output, has been resolved.
Odoo:
Stock Report Writer: Suppres Zero Qty/Values
GXMantis: 011189
The issue experienced with the ledger field being opened when scrolling beyond the last record, has been
resolved.
Odoo:
Cashbook "simple" screen input issue
GXMantis: 010823
Cancelling the Debtor screen did not work as expected. This has now been resolved.
Odoo:
Account Enquiry cancel action
GXMantis: 011204
The issue where the macro '<P_BALANCE>' didn't send the correct amount, has been resolved.
See Appendix 11204.
Odoo:
Credit Control Assistant sends SMS messages with R0.00 amounts for the patient balance.
GXMantis: 010616
The issue where the user was unable to Change Sub Statues within the Credit Control History due to a SQL error,
has been resolved.
Odoo:
CCA: Change sub status SQL error
6 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011198
The issue where the opening balance displayed incorrectly in certain circumstances, when the Ledger report
was generated, has been resolved.
Odoo:
Ledger Report: Opening balance incorrect
GXMantis: 010606
The issue where the user would receive a SQL error when clicking on "Display affected entities", on the
Medprax/Iquest tab in System Options in GoodX System Manager has been resolved.
Odoo:
SQL error when "Display affected entities" is clicked
GXMantis: 011205
The issue where the focus on the Credit Controller Assistant screen would jump to the top of the screen
after processing is done, has been resolved.
Odoo:
CCA: Focus issues after processing
GXMantis: 011174
The issue where the 9th period option with the multiple month-end was missing form the drop-down in GxManage, has
been resolved.
Odoo:
Period 9 missing in multiple month-ends in GXmanage
GXMantis: 011202
The issue where the billing group's name did not displayed correctly on the Invoice Outstanding report, has
been resolved.
Odoo:
Invoices Outstanding: Billing group screen issue
GXMantis: 011222
The issue with gender specific ICD 10 codes on the Health Soft Scripting tool has been resolved.
Odoo:
Health-Soft: Incorrect Gender issue
GXMantis: 010674
The issues experienced where the episode screen's values were blank after refreshing, has been resolved.
Odoo:
Multi invoice screen: Issues with the refresh on the episode screen
GXMantis: 010604
The issue where the user would receive unnecessary save pop ups, has been resolved.
Odoo:
GxOpsies: Global save issue
GXMantis: 009227
The issue where the wrong Sub-Class level was stored, has been resolved.
Odoo:
Stock Subclasses: Incorrect level stored on stock item
7 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011244
The issue where the user was unable to use the search function within the Diary, has been resolved.
Also, changes have been made on how the screen works:
- The user will no longer be able to set procedures/Instruments/Risks inactive or edit on them. It will
only be possible within the Gxmanage module.
- The user will still have the option to "Add" procedures/Instruments/Risks, etc.
Odoo:
Surgery: Multiple issues
GXMantis: 009767
The issue where imported Creditors generated incorrect sequence values has been resolved.
Odoo:
Add New Creditor: Check for corrupt sequence value
GXMantis: 010866
The issue where the booked appointment "disappeared" when another booking was moved to the already booked
time-slot, has been resolved.
Odoo:
Diary: Booked Appointments disappear when move to a booked time slot.
GXMantis: 011045
The Global Creditors toggle has been discontinued. Since this feature no longer is in use.
Odoo:
GxOptions: Creditor toggles
GXMantis: 010793
The issue where the user received the error "Field "Datum" cannot be modified" when posting receipts, has been
resolved.
Odoo: 4615
Field "Datum" cannot be modified error
GXMantis: 010992
The issue where ALL the Treating Doctors printed when the Transactions Drilldown report was generated, and
"selected grouping" was selected, has been resolved.
Odoo:
Daybook Report: "Select Grouping" issues
GXMantis: 010949
The SQL error that appeared when linking a stock item to a bin has been successfully resolved.
Odoo:
Stock: Error when linking item to a bin
8 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011258
The issue where the creditors search function returned results of all entities, due to the search field being cleared,
has been resolved.
Odoo:
Creditor screen: search per entity
GXMantis: 010622
The issue with the SQL error appearing when printing an Invoices Outstanding Report has been resolved.
Odoo: 38918
SQL error on invoice outstanding report
GXMantis: 010421
In older versions of GoodX where the ledger data was stored in filedata the user had the option of having
the ledger data local or global, selectable by a toggle in financial toggles in GXOptions.
With the new back end architecture of 7.8 the ledger data is global by design and it doesn't make sense to
keep the toggle in GXOptions anymore, thus it was removed.
Odoo:
Discontinue "Global Ledgers" toggle in Financial Toggles in GXOptions
GXMantis: 010706
The "Does not tally" issue experienced on the double-entry journal screen with multi transactions on one
side and a single transaction on the contra side has been resolve
Odoo:
Journals: "Double Entry" input screen issue
GXMantis: 010508
Modifications have been made to the Hospital Statement to also reflect stock items that were invoiced with
zero value, this is a departure from the previous implementations where these items didn't appear at all.
Odoo: 33019
Hospital Statement: Non-chargable items
GXMantis: 011414
The error the user received when generating a "System Configurations Changes" report, without choosing a
tab, has been resolved.
Odoo:
GXoptions: System configuration changes report generates "list index out of bounds" error
GXMantis: 010926
The issue where the CCA pulled in all the data = 0, has been resolved. Only relevant invoices will be pulled in as setup
in the steps.
Odoo:
CCA pulls in all data = 0
GXMantis: 010978
The error the user received when pressing on the "GP Calc" button, has been resolved.
Odoo:
Stock Info GP calculation button: SQL error
9 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 010860
The issue where the "Reason for appointment" screen "expanded" when the Dependent button was pressed, has
been resolved.
Odoo:
Diary: Dependents button issues
GXMantis: 010889
The issue where the system ignored the Ledger range and generated all Ledgers, has been resolved.
Odoo:
Financial Reports: Journal report specific Ledger
GXMantis: 010868
The issue where previously saved patient ICD-10 codes pulled through, has been resolved.
Odoo:
Patient ICD-10 codes pulling through on the Comprehensive invoice screen
GXMantis: 007760
The issue where the tab order on the email screen would behave incorrectly, has been resolved.
Odoo:
Email screen tab order
GXMantis: 010863
The issue where the inactive appointment types were shown on the "Reason for appointment" screen, has been
resolved.
Odoo:
Diary: Inactive appointments show on the "reason for appointment list"
GXMantis: 010914
The SQL Error: column "unallocated" does not exist when the user SMS from the Age Analysis, has been
resolved. This only happened if the report parameters were set to print only patient outstanding, with a
specific age and specific amount.
Odoo:
SQL Error column "unallocated" does not exist when user SMS from Age Analysis
GXMantis: 010858
The issue where the CCA's mark button caused errors on the Afrikaans translation, has been resolved.
Odoo:
Multi Language issue on CCA: Unable to use the mark button
GXMantis: 011043
The issue where the "Automatic drill down" function was ticked automatically when switching between the
report tab and report parameters, has been resolved.
Odoo:
Ledger report screen issue
GXMantis: 011412
The issue where emails sent from the Diary sidebar, which did not appear in the "Batch Transactions" >>
"Email History" screen, has been resolved.
Odoo:
Emails sent from the Diary sidebar, does not appear in "Batch Transactions" >> "EmailHistory" screen
10 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011361
The issue where the Access Control were not applied if the user is NOT supposed to do invoices from the
Diary, has been resolved. Users who are not set up to access the Invoice screen in the Dairy will not
be able to do so in the future.
Odoo:
GxOptions: Internal access setup for "Invoice2" not read correctly in Diary
GXMantis: 011367
The error the user received when creating a new appointment type for the Diary, from GXManage, has been resolved.
Odoo:
GxManage: Unable to create new appointment types
GXMantis: 009600
The "Cannot Focus Invisible Window" error the user received when the report parameter year, was greater
than the current financial year, has been resolved.
Odoo:
Reports: Error when report parameter year, is greater than the current financial year
GXMantis: 010188
The issue with the search function within the ledger-levels screen has been resoled.
Odoo:
Ledger Levels configuration screen: search issue
GXMantis: 011349
The issue where the description did not print correctly when printing a Single Statement between dates, has
been resolved.
Odoo:
Move description to the left on Single Statement
GXMantis: 011410
The issue where the "Sorted by" function would change if searching patients using the "Surnames" toggle on the
admittance screen, has been resolved.
Odoo:
Admittance: Search screen error
GXMantis: 011125
The issue where the admitting Doctor wasn't called from the case in Hospital systems, has been resolved.
Odoo:
Hospital Case Billing: Doctor prompt
GXMantis: 011162
The issue where the "Entity level Debugging toggle" was preventing the posting of an un-linked cheque in
creditors, has been resolved.
Odoo:
Creditors: Unable to post an un-linked receipt with debug toggle
GXMantis: 011158
The reference to QuantSwitch that appeared on the Medical Aid Options configuration screen has been changed to
GoodXSwitch.
Odoo:
Reference to "QuantSwitch"
11 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 010619
The issue where the Service centres and Appointment types defaulted to the "1st one on the list" instead on the ones
which the Diary tables were built with, has been resolved. When a new booking is made, the Service centers and
Appointment types will default to the correct ones.
Odoo: 9924
Default Appointment type and Service centre issue on the Diary
GXMantis: 010177
The issue where the Movement Summary Report on the Debtors Drilldown, displayed the wrong total has been
resolved.
Odoo: 12054
Movement Summary report Deb total value
GXMantis: 010223
The issue "Batch cannot be posted due to data-integrity fault" was due to a rounding issue, when posting
receipts. This issue has been resolved.
Odoo:
Rounding issue when posting receipts
GXMantis: 010260
The issue where the rounding for the Total amount for line (3) would calculate correctly, has been resolved.
Odoo: 10827
Stock purchases: Total amount for 3rd line not functioning corectly
GXMantis: 010557
The following changes were made with regards to the Trail balance:
1. The period/date will now also print.
2. Consistently printing the contra side of a debit or credit balance as 0.00.
3. The Ledger column will now only display if the sorting levels is on "All levels".
4. Re-arranging of the printing of levels to be more clear.
Odoo:
New Trail balance fixes
GXMantis: 010754
The issue with Deb deposits in the Cashbook ignoring the user preference when set to default to item level,
has been resolved.
Odoo: 35361
Item/invoice level user preference on Deb deposits in the Cashbook
12 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
Development : 43 change(s)
GXMantis: 011012
The following changes have been made in GXoptions:
1) When User 'A' has Full access across all entities, the system will no longer prompt a login screen when
switching between entities.
2) When User 'B' has limited access across entities, and the user switches between a entity that he/she doesn't
have permission to log into, then a security prompt screen will appear.
Odoo:
GXoptions: Switch between entities
GXMantis: 011338
The following information is added to error messages, if a claim needs to be submitted but there is a data
fault on the invoice:
- debnr, if available.
- invnr, if available.
- claimno, if available.
Odoo:
EDI process exceptions: Extra information
GXMantis: 011617
The XML was modified to add new Doctors to the Doctors list and to auto-import those Doctors added via the
XML into the file data file.
Odoo:
Sync Postgres Doctor list to file-data automatically
GXMantis: 011347
The rounding issue has been resolved.
Traditionally prices have been rounded to the nearest 10c using the RoundTo function in Delphi. This "new"
method uses the "Banker's Rounding" methodology.
Odoo:
Rounding issue on Discovery Codes
GXMantis: 011288
New functionality has been added.
It will now be possible to use the search function on the following:
- Price list setup
- Entity price list directory setup
- Doctor price list directory setup
Odoo:
PRICELIST 2016: Add search fields on pricelists screen in Gxmanage
13 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 005397
The issue where the long description of a journal action was not editable, has been resolved.
Odoo:
Journal actions: Editable long description
GXMantis: 010927
A new field has been added in GXoptions >> System options >> Entity setup >> "Own practice Identifier". The
intention is to have a short identifier by the practice for reporting purposes.
Odoo:
Ability to set own practice identifier per practice
GXMantis: 010842
The issue where some information was partially filled in, has been resolved.
Odoo:
Diary: Information partially filled when booking patients
GXMantis: 010695
The user will now be able to print a Patient label from the Diary.
Right click on relevant booked patient >> print patient label (Ctrl+L)
Odoo:
Diary: Unable to print patient label
GXMantis: 011418
The tab order has been rectified.
Odoo:
Tariff setup screen TAB order
GXMantis: 009730
The system now does not post the splitnr on lysglb.debfdetail for journals anymore.
Odoo:
System should not post splitnr on lysglb.debfdetail for journals
GXMantis: 011097
A new episode management option has been implemented for pathology purposes.
This functionality allows Lab codes to be switched electronically.
*Please see Appendix 11097.
Odoo: 36240
New option in "Episode Management" for Lab numbers
14 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 011500
If the billing group linking is set to "Debtor" in Gxoptions, a "*" will appear in front of the "Default
billing rate" label, and on the bottom left hand side of the episode management screen a label stating
"*Default billing rate determined by debtor".
If the billing group linking is set to "medical aid" in Gxoptions, a "*" will appear in front of the
"Default billing rate" label, and on the bottom left hand side of the episode management screen a label
stating "*Default billing rate determined by medical aid".
Odoo:
Invoicing: Default billing group problems
GXMantis: 010465
Limitations have been made to allow the user to only have 6 Gxgloreps.exe opened simultaneously.
Odoo:
GXGloReps: Allow 6 instances of the program to be open at once
GXMantis: 011094
Changes have been made on the refunds warning screen.
It will now display as "This account is not in credit. Are you sure you want to do a refund." .
*Please note: Only works on Over-payment, source documents.
Odoo:
Refunds: Ability to refund when account is in debit
GXMantis: 011178
Functionality has been added to the Diary sidebar in order to allow the user to send an SMS/E-Mail/Email Statement
to either the Patient or the Debtor instead of only to the patient like in the past.
Odoo:
Email Statement / SMS messages from Diary sidebar development
GXMantis: 010202
Functionality has been added to the Stock system to specify per individual stock item whether negative
stock levels are allowed for the specific stock item.
The setup for this is done in: Stock >> Stock Setup >> Stock >> Choose Category >> Select Stock Item >> Edit Stock
Item >> Negative Stock drop down on Stock Input screen.
Odoo:
Allow negative stock levels, setting per individual item
GXMantis: 010693
The user will now be able to link a patient to a Theatre booking as follow:
Diary >> right click on relevant time slot >> other appointments >> Theatre >> type reason in >> Tick:
"Link to debtor and patient" >> OK >> select relevant patient >> OK
The user will be able to "arrive" this Theatre booking and when the invoice is done, the App. Type will
change from arrive to treated.
Odoo:
Diary: Unable to link patient to Theatre booking
15 of 223/9/2016 Copyright © GoodX Software
31 Snyman RoadBrummeria, Gauteng0184
GoodX Software ©
Release Version : 7.8.1603.09
Release Notes
GXMantis: 008747
A new report "Discharge Date Age Analysis" has been added to Hospital Systems to report on Age Analysis per
Case, according to the Discharge Date, as cases are only submitted when the patient is discharged.
Odoo:
Hospital Case Age Analysis per Discharge Date
GXMantis: 009352
Changes have been made to text displayed on the various Stock Adjustment screens.
Odoo:
Stock Adjustment screen changes
GXMantis: 009012
The "List index out of bounds" issue experienced on the Ledger Report Writer has been resolved.
Odoo:
Ledger Report Writer: List index out of bounds
GXMantis: 010021
Improvements have been made to the search function in Medical Aid Scheme list.
Odoo:
Medical Aid Scheme list search improvements
GXMantis: 011102
The changes have been made on the following screens:
- Traditional receipt screens.
- EBS screens.
- Yes/No Pop up screens.
The user will have the option to change the deposit amount before posting a receipt. But this function will
block the user if the same scenario is being preformed on the EBS screens.
Odoo:
Debtor deposits: Concede/deny changes to debtor deposit
GXMantis: 010551
The Credit Control Assistant can now be used with Capture Date. It is not advisable to toggle between
Service and Capture date.
*Please see Appendix 10551.
Odoo:
CCA to also work by Capture Date
GXMantis: 010186
New functionality has been implemented.
When editing or adding a new Ledger level, the system will allow the users to use lower case characters in the levels
description field.
Odoo:
Ledger Level Configuration Screen: Allow lowercase
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Release Version : 7.8.1603.09
Release Notes
GXMantis: 011252
The following changes have been made to the Medical Aid option list:
- Screen resolution is changed to standard 1000 x 700.
- F2 short-cut key will trigger the "OK" button.
- Ctrl+F function will focus on the "Filter on Option" and the F5 will focus on "Filter on scheme".
Odoo:
Medical aid option list screen: Misc issues
GXMantis: 010996
The relevant username will now display in the last column on the Journal report.
Odoo:
User to display on Journal report in Financial Reports
GXMantis: 011254
A new toggle ‘Unit Price’ has been implemented on the invoice report.
Odoo:
Unit price on the Invoice reports
GXMantis: 010530
New changes have been made on the Combination input screen.
*Please see Appendix 0010530
Odoo:
Balance billing & suffix description on combinations
GXMantis: 010091
A new toggle "Charge NAP on all Medical Aids" was added to GXoptions >> System Options >> Debtor
Transaction.
When selected for Hospital or Pharmacy Systems, the system will use nap pricing on all medical aids, and
when un-selected, the system will use the setup per medical aid to determine pricing.
Odoo: 47028
NAP toggle added to select NAP pricing across Entity level
GXMantis: 009892
The issue "Trying to revoke a drop target that has not been registered" experienced when doing a page preview or
page setup from the internal browser, has been resolved.
Odoo: 18503
Internal Web Browser Error
GXMantis: 010548
A new Advanced export option has been implemented on Financial reports.
*Please see Appendix 0010548.
Odoo:
Age Analysis and Daybook report: Advance export options
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Release Version : 7.8.1603.09
Release Notes
GXMantis: 011006
The issue where User access control settings, as set up in GXOptions, was not taken into account on the
editing of combinations. This has been resolved. User access control for combinations is set in: GXOptions
>> Access Control >> Options >> Change >> Access to list maintenance >> Check/Un-check Combinations.
Odoo:
Combination List Access Control
GXMantis: 011098
Following changes have been implemented on the New Journal action screen.
- Display service date column.
- Tick at month end system to date to mail service.
- Will show if a invoice is flagged as Debtpack.
- Fill own description in from Journal action.
Odoo:
New Journal Actions Screen: Screen changes
GXMantis: 011356
The translation issue on the XML post has been resolved.
Odoo: 50749
XML_Post: Feedback messages in English (tariff data v 1.30)
GXMantis: 010980
Sales Ledger Account per Stock Schema checkbox has been implemented.
This new toggle in GXoptions will determine whether the sales account is stored per entity or per stock
schema.
Odoo:
Stock Config: Share Sales Ledger account
GXMantis: 009934
Employer input field has been returned to the Debtor Input screen for Hospital IOD debtors.
Odoo:
IOD debtor employer DB field
GXMantis: 011086
The issue where the Diary module froze when auto refresh took place, has been resolved.
Odoo:
Diary screen freezes
GXMantis: 011095
The issue where re-printing an invoice from account enquiry confused the episode management, has been resolved.
*Please note: When reprinting invoices: Med debs >> Admittance >> Select required patient >> Reprint >>
On the invoice screen, press cancel >> After cancellation, the user can re-print the selected invoice.
Odoo:
Re-printing an invoice from the account enquiry confuses the episode management
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Release Version : 7.8.1603.09
Release Notes
GXMantis: 011207
The following features have been implemented on the GoodxSwitch Claim history screen.
- A new Credit Controller column has been added.
- Each user (per Windows user) can now fully "customize" their screen as needed.
Odoo:
Improvements on Goodx Switch Claim History screen.
GXMantis: 011060
New functionality has been added to repeat invoices more than once from the admittance screen.
*Please see appendix 11060
Odoo:
Ability to select an invoice and re-invoice it, on one or more Transaction date
GXMantis: 011068
The issue where unused statuses were displayed on the list of statuses that can be picked, has been
resolved.
Odoo:
Select Deb statuses when printing reports
GXMantis: 010911
Invoice counts have been added to the Daybook report for Debtors and Creditors.
Odoo:
Daybook report: Invoice count levels
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Release Version : 7.8.1603.09
Release Notes
New Feature : 4 change(s)
GXMantis: 010051
Report profile functionality has been added to the case report writer.
Odoo:
Hospital Case Report profiles
GXMantis: 011075
New print feature has been implemented in the stock take report.
If the "Print to Grid" tick has been ticked, the system will print in a grid format. And if unchecked, the system will print
reports in the traditional HTML format.
Odoo:
Stock Take reports on screen
GXMantis: 010216
New user privilege option: "Admission Supervisor" has been implemented.
- If checked, the user will have full access to change Admission dates.
- If unchecked, the user will receive a prompt message, asking for a supervisors credentials to change
dates if needed.
Odoo:
Hospital Admission date check
GXMantis: 010981
Improved search functionality has been implemented on the Stock module.
Odoo:
Stock list screens: Add sorting options
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Release Version : 7.8.1603.09
Release Notes
Problem Investigation : 1 change(s)
GXMantis: 011375
A new user preferences has been added called, "Comprehensive Inv - Use Old Tab Order".
This influences the Tab order in the New Comprehensive Invoice Screen for procedures, when the checkbox is
selected, the user will be able to enter the procedure without adjusting the price for each procedure, and
when the checkbox is un-selected, the user is taken to the price field before continuing to the next
procedure.
*Please note that the checkbox is ticked per default.
Odoo:
Tab order on new Comprehensive invoice screen
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Release Version : 7.8.1603.09
Release Notes
Request : 6 change(s)
GXMantis: 008910
Invoice detail view will now be available on the Creditors drilldown report.
Odoo:
Creditor Drilldown: Add invoice detail view
GXMantis: 011009
New Initials column has been implemented for Doctors.
Odoo:
Doctor Initials on list screen
GXMantis: 011296
Some screen changes have been made on the GxManage screen. Previously the focus was always on the first
record/field on the screen. Now the focus will be on the current entity the user is on.
These changes were done on the following:
- global lists >> stock
- global lists >> debtor statement messages >> bank details
- global lists >> price lists >> price list setup
- global lists >> price lists >> entity price list directory setup
Odoo:
GXManage List Management: Default on current entity
GXMantis: 010655
Functionality has been added to show paid up invoices from the stock credit note screen.
Odoo:
Able to see paid up invoices from the stock credit note screen
GXMantis: 010352
A column has been added to the hospital case screen for medical aid number.
Odoo: 34902
Hospital Case Screen additional columns
GXMantis: 011187
New feature has been implemented.
The payment method within the receipt screen will no longer be cleared after the previous batch has been finalized.
Please see Appendix 0011187
Odoo: 37490
Receipts: Method of payment
Total : 153 change(s)
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Balance billing & suffix description on combinations
PART 1: Balanced Billing Changes
The feature only applies to Tariffs / procedures (not stock item)
- Balanced Billing (Rand value)
Gives the user the option to add/Charge a value to either the patient or medical aid on a selected item.
Appendix 10530
- Balanced Billing (Percentage)
Gives the user the option to add/Charge a percentage to either the patient or medical aid on a selected
item.
PART 2: Description Suffix
This feature only applies to procedures, not for materials/meds/lab
Example
Please note:
The description will also be displayed on Invoice and Statement reports.
Appendix 10548
Age Analysis and Daybook report: Advance export options
A new option has been implemented
This option can be found after the Age Analysis/Daybook report has been generated.
Screen >> Export Advanced
Please note: The Export advanced option will only work on the current view the user is on.
Appendix 10551: CCA to also work by Capture Date
DescriptionCCA changes required to work according to capture date.
ImplementationSystem OptionsGXoptions >> System Options >> Debtors Tab
CCA Options1. Debtor Level
a. No Setup required. System will use debtor account outstanding amounts to generate CCA list. The listcan be saved and worked on later.
2. Invoice Level (Service Date)a. Uses service date to determine invoice to be worked on.
3. Invoice Level (Capture Date)a. Uses capture date to determine invoices to be worked on.
CCA DefaultsWhen doing a Medprax update, the system will use the specified config. and link new medical aids.
Debtors1. Removed CCA Invoice Status Old
a. Not used anymore, using the new method.2. Will only show menu items according to setup in options.
3. When using invoice level, the correct days column will be highlighted
Appendix 11060 Ability to select an invoice and re-invoice it on one or more Transaction date
This new feature can be located under Med debs >> Admittance >> Account >> Account Query screen >>
A button called “Repeat Invoice on other dates”.
This button only work on a selected invoice.
After the user has selected an invoice to repeat and the button is pressed, a new popup screen will
appear where the user has the option to select the dates to repeat the invoice.
1) Select the dates when this invoice should be repeated.
2) Apply your selected dates.
3) Show the dates which this invoice will be repeated. Underneath, the user have the option to
edit and remove dates as they wish.
4) After the user’s selection press ok >> this will take the user to an invoice screen (Each screen will
look differently, depending on your “User Preference”) and if satisfied, post the invoice.
Appendix 11097 New option in “Episode Management” for lab numbers
GxOptions
GxOptions >> System options >> Debtors
After changes >> add Custom Prefix >> Update data >> save
Med debs
Appendix: 11187
Receipts: Method of payment
GxDebs
Med debs >> Transaction >> Receipt-Invoice/item level:
Previously, the system cleared the Payment drop down box after finalizing the batch. Please see below:
Before1:
2:
3:
Financial
Financial >> Cashbook >> Select a desired cashbook >> Edit >> Tick “Use own receipt numbers” >> save.
The new feature will make it possible to use a variety of Payment methods, all in the second level, inreceipts.
*Please note that this feature will only work on Patient receipts.
Appendix: 11204
Credit Control Assistant (Standard) sends SMS messages with R0.00 amounts for the
patient balance.
Summary Messages generated in the old (Standard) CCA that contains the macro <P_BALANCE> was sent out with
the wrong value of R0.00.
The messages sent from the CCA are generated from templates that are set up in GXManage with
macros like <BALANS> for the total balance, <P_BALANCE> for the Patient balance, and <M_BALANCE>
for the Medical Aid balance.
Message Templates Setup The setup of the templates are done in GxManage >> Global lists >> SMS Template
SMS message setup:
*Please note: The CCA uses the Notebook category of messages!
Message generation from the Standard CCA
To select the CCA: Med Debs >> Debtors >> Credit Control assistant
SMS messages can be sent from the CCA by just clicking on the specific menu option as shown above,
and then selecting the predefined template.