What’s new in Pastel Evolution Version 6.81 Softline Pastel’s continuous investment in research and development ensures that you are

kept up-to-date with the latest and most cutting-edge business management software. One

of the many benefits of your annual renewal fee is that you receive free upgrades when new

versions of the product have been developed. This release of Pastel Evolution Version 6.81

incorporates your suggestions and considers your feedback in the new enhancements and

modules, giving you greater flexibility, efficiency and control in your business.

New Modules

Evolution Mobile Sales

Businesses are consistently changing and modernising to be more competitive. One of

the main components of any successful business is sales. Recognising the advantages of

tablets and smartphone technology in real time for face-to-face customer interactions,

Evolution Mobile Sales extends the business enterprise to the field.

Sales executives and business managers can access real-time information, allowing

them to operate more efficiently. This extends your organisations borders allowing you to

transact anywhere and anytime.

Transform your business by enabling in-the-moment sales order creations and increase

field sales productivity with Evolution Mobile Sales.

Main features of Pastel Evolution Mobile Sales: • Create and view Quotation and Sales order processing.• Visualise key information on your top customers and inventory items via

the Dashboards.• Access to accounts receivable information which allows you access to

customer account history and status.• Line discounts supporting both amount and percentage.• Quick price-lookup including Inventory levels.

• Integrates into Sales Order entry and Accounts Receivable using Pastel Evolution business rules.

• Automated integration process.• Fast Flexible search engines.• Access permissions per sales rep, limiting their access to their own customised

KPI’s, reports, customers and inventory items.• Task scheduler to set up meetings ensuring employee productivity.

The Evolution Mobile Sales app is designed for the iPad.

Advanced Procurement

The Advanced Procurement module allows you to manage and streamline your purchase

order, requisition and tender processes. Manage requests for quotations from suppliers

and allow the system to help you choose the most appropriate supplier quote based on

criteria predefined by you. Analyse your supply chain and evaluate your supplier’s

performance on a rotational basis by sector or specified supplier criteria. Effectively

managing these processes assists you to establish credibility in the market place with

your respective suppliers & stakeholders.

Main features of the Pastel Evolution Advanced Procurement Module:

• Manages your purchase order processes.• Manages your requisition processes.• Manages your tender processes.• Compare and evaluate quotes and suppliers.• Rotate preferred suppliers.• Categorise suppliers by sector.• Request quotes using workflows.• Create specific user defined fields to identify preferred suppliers to supply

certain requested commodities.• Set specific qualifying criteria for supplier as well as selecting whether the system

should manually or automatically calculate supplier scores.• Import and export functionality for supplier quotes.

New features in Pastel Evolution Core

The following new features have been added to Pastel Evolution Core.

Alert Management

Alert Management is now part of the core module offering, which allows you to send and receive notifications via SMS or e-mail based on predefined criteria. This allows you to keep your employees, customers and suppliers up-to-date with business related information, account balances, inventory status updates etc.

Research shows that 97% of mobile users read and respond to an SMS within an hour of receiving it. For this reason, Alert Management can create efficiency, pro-activeness and enhance communication with your employees, customers and suppliers.

Alert Management allows you to create alert notifications based on user requirements, send group messages to customers and suppliers or create custom alerts specific to your business, all of which can be scheduled at various intervals.

Main features of the Pastel Evolution Alert Management Module:

• Forms part of the Pastel Evolution Enterprise Core offering. • Alert Management runs as a service. • Create SMS and e-mail alert notifications based on user requirements. • Allows for group customer and supplier notifications. • Customise alert configurations and messages using SQL queries. • Generate detailed reports on alert notifications sent. • Alerts can be scheduled at various intervals.

Inventory Issue

The Inventory Issue feature manages and tracks your internal stock distribution between

departments, business units, staff members, jobs & projects.

The following diagram illustrates the Inventory Process Flow:

Main features of the Pastel Evolution Inventory Issue Module: • It generates inventory requisitions for approval within a multi-level workflow environment. • Allows you to issue inventory for job cards, General Ledger accounts and projects. • Different templates for recurring entries can be created using this feature. • Allows you to process Inventory Issue transactions in batches.

Accounts Receivable

Accounts Receivable | Maintenance | Customers

• Additional master file fields are now available to record customers’ tax and identification numbers.

• You can choose to make the customer’s tax and identification numbers required fields

of entry when a new customer is being created.• An option has been added to validate the customer’s tax and identification

numbers upon creating a new customer.• You can now add a default Tax Type to customer records.

Accounts Payable

Accounts Payable | Maintenance | Suppliers

• Additional master file fields are now available to record supplier’s tax and identification numbers.

• You can choose to make the supplier’s tax and identification numbers required fields

of entry when a new supplier is being created.• An option was added to validate the supplier’s tax and identification numbers

upon creating a new supplier.• You can now add a default Tax Type to suppliers.

Inventory

Agent permissions have been incorporated to prevent agents from changing or

adjusting item cost prices on an inventory journal batch.

New features of Pastel Evolution Add-on Modules

The following features have been incorporated in the add-on modules of Pastel Evolution.

Bank Manager

An option has now been made available to import a bank statement via Bank Manager

by maintaining the sort order on the statements.

Fixed Assets

Fixed Assets | Asset

An option is now available to view or change an asset’s residual value after it has

been overridden.

Municipal Billing

Licensing

Municipal Billing no longer utilises Pastel Evolution user count licences.

Accounts Receivable | Reports | Statements

• The band breakdown calculation for sanitation has been added to customer statements.• New fields were added to the posting tables to print PropertyID, PortionID

and ServiceID’s on customer statements. Links in to ageing per service.

Accounts Receivable | Enquiries

You are now able to view meter readings as well as an ERF number lookup has been added.

Accounts Receivable | Reports | Age Analysis

An age analysis per service has been made available.

Municipal Billing | Maintenance Lists | Valuation Rolls

Added Property Valuation Rolls to accurately calculate a property value.

Municipal Billing | Maintenance Dialogs | Defaults | Payment Priorities

You are now able to set a payment priority by Service Type.

Municipal Billing | Maintenance Dialogs | Defaults | Billing Runs

General Ledger consolidations of billing transactions were added.

Municipal Billing | Maintenance Dialogs | Valuation

You can now set how the property value is calculated.

Municipal Billing | Maintenance Dialogs | Defaults | Receipting

You are now able to set Accounts Receivable transaction codes for direct deposits.

Municipal Billing | Maintenance Dialogs | Early Meter Readings

This feature allows customers to phone in their meter readings. The meter readers

will capture it and the system will record it.

Municipal Billing | Transactions | Clearance Certificate

Added a process to issue clearance certificates.

Retail Point of Sale

Retail Point of Sale | Maintenance | Defaults

You will now be able to set the system to force sales representatives on dockets and

docket lines.

Retail Point of Sale | Maintenance | Petty Cash Types

Specify Tax Types and General Ledger accounts for your Petty Cash Types.

Retail Point of Sale | Maintenance | Promotions

• Multiple promotion lists can be used on a specific promotion.• Promotion lists can be re-used.• You can limit the value of the promotions per customer by specifying a limit per

invoice when creating a promotion.

Retail Till and Dockets

• You can now provide a reason for cancelling an order.• You can now record credit card details when processing a sale.• The till inactivity feature allows the cashier to clear or complete the docket. A

message has been implemented to inform the cashier before the till logs off.• You are able to record lay-by cancellation reasons.

Retail Point of Sale | Reports | Inventory Sales Report

An option was added to filter by sales representative on the Retail Point of Sale Inventory Sales Report.

Maintenance of Pastel Evolution Core

The following list details the changes, fixes and enhancements implemented to

Pastel Evolution Accounting Core.

General

User Defined Fields

The user defined fields created for job cards, were not displaying the correct values.

This has been corrected.

E-mails

The naming conventions for Pastel Evolution e-mail attachments have been simplified

and shortened.

Common

Common | Maintenance | Company Details

The amount of characters that can be entered into the company name field has

been increased.

Common | Maintenance | Projects

You are no longer allowed to delete a project if it has a sub-project.

Common | Transactions | Payments Based Tax

• The Tax Report was printing the incorrect amounts and this has been corrected.• The Column Name error that occurred when running the Tax Report has

been addressed.• Periods in the new year will no longer be closed for tax based payments after a

purge was performed.

Accounts Payable

Accounts Payable | Transactions | Accounts Payable Batch

• The contra account on the Accounts Payable batch can now be changed even if the Accounts Payable transaction type has a default contra account allocated.

• When you edited the batch properties the batch did not refresh correctly to reflect

the changes. This has been corrected.• Users will now be able to create an Accounts Payable batch at head office on behalf

of a branch.

Accounts Payable | Transactions | Standard

Settlement terms that are linked to a customer can now automatically populate when

you force a transaction type on an Accounts Receivable/Accounts Payable batch.

Accounts Payable | Reports | Remittance Report

The Report Initialising error that occurred when you ran the Automatic Payments

and Remittance Report has been resolved.

Accounts Receivable

Accounts Receivable | Maintenance | Customers

• Customer transactions did not purge correctly at branch level and this issue has been resolved.

• The system now validates a zero value used in a tax reference number.• The customer identity number has been limited to 13 characters.

Accounts Receivable | Transactions |Accounts Receivable Batch

• The contra account on the Accounts Receivable batch can now be changed even if the Accounts Receivable transaction type has a default contra account allocated.

• When you edit the batch properties the batch did not refresh correctly to reflect

the changes. This has been corrected.• You will now be able to create an Accounts Receivable batch at head office on behalf

of a branch.

Accounts Receivable | Transactions | Standard

The foreign bank account will now display on the General Ledger selection list when you

are posting and splitting transaction types.

Accounts Receivable | Enquiries | Customers

Ageing terms are now showing correctly on customer enquiries.

Accounts Receivable | Reports | Age Analysis

• Default settings can be saved.• When printing a foreign currency age analysis the aging header and total fields will show.

Accounts Receivable | Reports | Statements

• Cancelled cheques will now be excluded from the statement when selecting to print Post Dated Cheques.

• When multiple page statements are printed the incorrect balance forward amount

was being printed on the next page. This has been corrected.

General Ledger

General Ledger | Maintenance | Accounts

Foreign bank accounts can now be selected for Payment Based Tax.

General Ledger | Maintenance | Budgets

The budget values did not populate correctly from the database in a branch

accounting environment. This has been corrected.

General Ledger | Transactions | Bank Reconciliation

• The total un-reconciled value was being calculated incorrectly and this has been corrected.

• Separate companies’ statement balances will no longer be filtered through from

different company databases.

General Ledger | Reports | Chart of Accounts

The Access Violation error message that appeared when generating the Chart of

Accounts Report has been addressed.

General Ledger | Reports | Project Profit and Loss

The project description and name will now print correctly when the report is customised

and these fields added.

Inventory

Inventory | Maintenance | Global Item Change

Prices will now update when you run a global item change using the mark-up rate

or exclusive price options.

Inventory | Maintenance | Price Lists

The price lists price fields were changed from an Integer field to a Big Integer

field to accommodate a branch accounting environment.

Inventory | Transactions | Goods Received Voucher

Manual supplier invoice numbers will no longer be duplicated when the unique supplier

invoice numbers option is ticked in the default settings and GRV’s are not split.

Inventory | Transactions | Invoice

• The enquiry option is now available in the lookup field for inventory items.• The error message that occurred when you tried to save invoices has been addressed.• Inactive items will now display in lookups.

Inventory | Transactions | Inventory Item Re-Order Level Update

Item quantities will now be calculated correctly when running a re-order level update.

Inventory | Transactions | Inventory Journal Batches

• Cost adjustments on items using the manual or latest cost methods, together with

the negative quantities feature, posted the negative stock incorrectly. This has

been corrected.• The lot number field will now be displayed as a static field and not an input field.

This field is automatically populated by the system and should be greyed out.

Inventory | Transactions | Price Update Batch

When you update prices using the mark-up percentage option the selling prices are

now calculated correctly.

Inventory | Reports | Serial Number Listing Report

When customising the Serial Number Listing Report by inserting the item average cost field,

the field did not display the correct data when running the report. This has been corrected.

Inventory | Reports | Management Report

The error that was caused when running the Management Report using segment filters

has been corrected.

Inventory | Reports | Transaction History

When enquiring about an item under the Sales/Purchases tab, the retail invoices and

credit notes will now reflect.

Order Entry

Order Entry | Transactions | Purchase Order

• Transactions processed in the Order Entry Module using the Always Split Debit Account for Invoice transactions types now display on the Tax Reports.

• When processing supplier invoices, the order number option will be disabled when

the automatic numbering option was enabled on the default settings.• It was noted that the grid customisation on sales and purchase orders were not being

saved. When the order tax and line tax columns are removed from the grid, the system

reinstated the columns when you accessed the screen again. This has been corrected.

Maintenance of Pastel Evolution Add-on Modules

Business Intelligence Centre

Purchase | Sales Master

• The incorrect supplier was being displayed on the Purchase Master when a supplier

invoice was processed containing additional costs. This problem has been addressed.• The Sales Master no longer populates incorrect figures when you merge and

process sales orders.

Bank Manager

• The 8 character limit on the reference field has been increased to 50 characters.• No error will be displayed when accounts are mapped containing more than

20 characters.• The error that occurred when running Bank Manager on terminal services has

been resolved.

Bill of Materials and Manufacturing

Bill of Materials | Transactions | Manufacture Process

• An error occurred when two users tried to generate manufacture processes

simultaneously in the database whilst the automatic numbering option was selected

in the default settings. This error has been resolved.• Lot item quantities will no longer go into the negative on the manufacture process.• The work in progress value will now display as a positive value on the

manufacture process.

Bill of Materials | Reports | MRP Report

Cost values displayed incorrectly on the MRP Report and this problem has now

been addressed.

Contact Management

Contact Management | Transactions | New Sales Opportunity

A new quote created from a template will display under the Sales Opportunity tab.

Contact Management | Transactions | New Incident

You will now be able to action or create a new incident containing User Defined Fields of

the type Date, after upgrading the database from 6.60 to 6.80.

Job Costing

Job Costing | Transactions | Job Card

The discount amount field will no longer clear after an amount has been entered.

Fixed Assets

Fixed Assets | Reports | Consolidated Listing Report

• A Regional Date error occurred when you print the report. This has been corrected.• An opening and closing cost is now recorded for a divided asset in a specified year.

Fixed Assets | Transactions | Asset Transactions

Assets can now be revaluated after an override.

Point of Sale

Point of Sale | Transactions | Sales | Invoice

When processing a new invoice, the system will from now on keep the default cash

customer after the first sale.

Point of Sale | Transactions | Sales

When tendering a cash amount using a fiscal printer, the amount tendered will no

longer show as a credit card payment as this problem has been resolved.

Delivery Management

Delivery Management | Maintenance | Deliveries

Deliveries are now displayed for a branch in an online branch accounting environment.

Voucher Management

Voucher Management | Transactions | Approve Accounts Receivable Vouchers

An error occurred when a voucher was saved but not processed. This has been corrected.

Municipal Billing

Purging of first year

When purging the first year, the Municipal Billing transactions were not affected. This

has been corrected.

Municipal Billing | Transactions | Receipts

You will now be able to pay a deposit for a metered service.

Retail Point of Sale

Till Dockets

• The delivery method will from now on be displayed on the docket.• Negative inventory and reserved stock will no longer affect lay-bys.• Archived sales orders can now be printed.• The credit card number can now be stored and displayed on the receipt.• Partial cash and account tenders no longer display the incorrect drawer value.• The force narrative feature will from now on force a value to be entered.• The system will no longer allow agents to log into the till after a cash-up was

processed without a day end being processed.• The permission to allow Over Credit Limit transactions did not work correctly. This

has been corrected.

Retail Point of Sale | Maintenance | Transaction Types

Validation has been added to Retail Point of Sale Transaction types if it is of type

debit, a debit General Ledger account will be forced.

Branch Accounting

Branch Accounting Processing

• When logging into a branch database in an online branch accounting environment, you

could not select a global warehouse when processing Inventory, Bill of Materials, Retail

Point of Sale, Job Costing and Order Entry transactions. This has been corrected.• Additional costs processed at branch level will from here on be displayed on the

Tax Report for the branch.

Synchronisation Monitor

• Records that are deleted at branch level will be correctly deleted in the branch accounting environment and duplicate records will not be created.

• Data files were not created when the ZIP DLL failed to load. This has been corrected.

Accounting – Maintenance (Build 6.81.48)

General

Administration | System Configuration | System Wizard

• Authentication problems experienced when using SMTP have been resolved by adding the TLS authentication method.

• A new option called Microsoft Outlook has been added to accommodate Outlook

express recipients that do not receive attachments. Users can now use the

Microsoft Outlook option in place of MAPPI.• When using the SMTP option users can now also use the BCC option to ensure a

copy of the email is received in their inbox as proof of the email having been sent.

Accounts Receivable

Accounts Receivable | Transactions | Accounts Receivable Batches

• You are now allowed to perform a Global Change within a batch that contains more than 300 lines.

Accounts Receivable | Reports | Age Analysis/Statements

• When using multiple ageing periods, transactions always used to reflect in the

current period consolidating the aging periods when the option age by date of

statement was selected. This has been corrected.

Accounts Payable

Accounts Payable | Reports | Age Analysis/Statements

• When using multiple ageing periods, transactions always used to reflect in the

current period consolidating the aging periods when the option age by date of

statement was selected. This has been corrected.

Accounts Payable | Reports | Remittance Advice

The Ageing Periods filter was being cut off when the Multi-currency add-on module was

not registered. This has been corrected.

Inventory

Inventory | Maintenance | Inventory Item

• When an item is copied it now copies the warehouse’s Use Item Defaults Settings correctly.

• The error that occurred when linking a preferred supplier to an item master file has

been corrected.

Inventory | Transactions | Inventory Items

When the option Load as linked was selected when doing an RTS, items with the Serial

numbers were duplicated and the quantity reflected incorrectly. This has been corrected.

Inventory | Reports | Outstanding GRV

The Outstanding GRVs report has been corrected to display the relevant information.

Inventory | Reports | Valuation

The Inventory Valuation report by date did not always display the correct quantity on

hand. This has been corrected.

Inventory | Enquiries | Lot Number Enquiries

The date filter on the Lot Number Enquiry screen now displays Lot Items when filtering

on a particular date.

Order Entry

Order Entry | Transactions | Sales Order

The incorrect address was picked up for a customer when it was created on the fly

whilst processing a Sales Order. This has been corrected.

Order Entry | Reports | Outstanding GRV

The Outstanding GRVs report has been corrected to display the relevant information.

Add-on Module – Maintenance (Build 6.81.48)

General Ledger

General Ledger | Transactions | Cash Book | Bank Manager

Branch specific accounts are now available for selection when using Bank Manager

and importing into a Loan Account cash book.

Retail Point of Sale

Till Dockets

• When an insufficient quantity message displayed it referred to an incorrect item. This has been corrected.

• When processing a lay-by transaction, the lay-by deposit will now pull through on

the invoice.• A cancelled Sales Order was printing invoiced lines. This has been corrected.

Job Costing

Job Costing | Transactions | Job Cards

The line spacing on a Job Card Quote has been corrected.

Accounting – Maintenance (Build 6.81.51)

General

System Tree

When using Windows 8 as your operating system, the module nodes did not expand on

the right hand side of the system tree. This has been rectified.

Data Distribution Services

DDS

When importing inventory price list prices via the DDS an Int64 error occurred. This has

been rectified.

Inventory

Inventory | Transactions | Invoice

• Transactions processed with blank source document number and used incorrect transaction type on getting deadlock errors. This has been rectified.

• The trial balance did not balance when you used the Tax Per Document option. This has been rectified.

Inventory | Transactions | Price Update Batches

An error occurred stating that an invalid column name 'WhseLink' were linked to the

Price Update Batch Properties if you were not registered for branch accounting. This

has been rectified.

Accounts Payable

Accounts Payable | Transactions | Accounts Payable Standard

The tax amounts was incorrectly calculated on the split contra accounts and

inclusive amounts when processing standard transactions. This has been rectified.

Add-on Module – Maintenance (Build 6.81.51)

Bill of Materials

Bill of Materials | Reports

• Added the fItemLastGRVCost to the pipeline on the BOM Explosion Report.• The BOM Explosion Report displayed the component lines multiple times. This

has been rectified.• The Material Requirements Plan Report displayed the component lines multiple

times. This has been rectified.

Contact Management

Contact Management | Maintenance | Sales Force Automation

On converting a prospective customer to a customer the notes from the previous customer

were being overwritten and the customer record was duplicated .This has been rectified.

Fixed Assets

Fixed Assets| Reports | Fixed Assets Consolidated Listing Report

The Fixed Assets Consolidated Listing Report will now display the correct profit /loss

value when an asset is sold at a zero value.