August 2026 Updates

Versions 1.0.98, 1.0.99#

Enhancements#

Database Connection: Functionality was added to prevent idle database connections from closing. A state indicator was added to the bottom right of the status bar:

• Green = Connected
• Yellow = Reconnecting
• Grey = Disconnected

Items: The Translate button now also appears on the modal drilldown form. You can only access existing translations.

Custom Reports: A Default Chart Type setting was added. (Charts only appear in the Mobile App.)

Customers: The Branch No. attribute was added to the Accounting View.

Form Designer (note for Documentation): If attributes are used in a rich-text block, the block does not open the Attributes query. As a workaround, add a hidden DBText component linked to the Attributes data pipeline.

Transactions: The trans_asset data pipeline now also includes the asset’s latest meter reading in the meter_reading field, for example, the odometer reading of a vehicle linked to a transaction.

Fixes#

• Fixed: Service Manager: An error was returned when you used the Data Pipeline project_asset_attributes.
• Fixed: Timekeeping: The Status Editable setting did not respect the ‘Update Status Only’ option.
• Fixed: Transactions: The user access for Batch Updates did not work in the Transaction Edit View.
• The connection to the Master Database is now opened and closed when required. Previously, the connection remained open.

Tech Note on DB Connection: TConnectionMonitor was implemented. The database connection is checked before Open, Refresh, Insert, Edit or Delete on all queries. Set Connection.Options.LocalFailover = True;

Versions 1.0.95, 1.0.96, 1.0.97#

Enhancements#

• Timekeeping: The Resource lookup was changed to show all contacts with the ‘Timekeeping Resource’ attribute checked. Previously, the lookup showed all staff linked to Entities.

• Users module: A generic User Access Setting > Enable Batch Updates was added to give access to Batch Updates. Select Yes or No (default).

• Estimating: The Update from Setups action now removes and re-inserts all the Costing Items linked to the Inputs. Previously, the items were updated selectively, which was not ideal.

• Transaction Types:
  • If a Copy Rule is set to execute by trigger, it no longer executes if there are no items on the transaction.
  • Copy Rule: The Copy Date setting was changed to a multi-select. The Copy Rule overrides other settings that set dates. Options:
    • Transaction
    • Due
    • Required
  • A warning was added: Accounting is enabled, but the Dr Type or Cr Type setting is blank.

• Transactions:
  • The following fields were added to the trans_item and trans_item_from data pipelines:
    • price_barcode: A lookup to the barcode field on the linked item’s price.
    • price_reference: A lookup to the reference field on the linked item’s price.
  • In the Add Items dialog box, items are now unselected after they are added.

• Items > Inventory: The Cost Price is now used as the default Inventory price until an explicit inventory price is added. This change applies to the Items Edit View > Inventory tab and the Inventory Summary.

• Upgrades are now logged in an upgrade_audits table. You can query the version a database is on with select * from get_current_version().

Attribute Enhancements#

Transactions/Service Types: The Edit button on the Attributes popup form was removed. Attributes are now editable according to the read-only status on the transaction.

PoS Enhancements#

The Open PoS Session from Registry and the Open PoS Session functions now search for Pending and Active sessions. Previously, only sessions with Status Default = Open were listed.

A transaction is now set to read only if it is not linked to the current PoS Session.

Price List Enhancements (New Module)#

• You can now add Price Lists to extend your List Price (Sell Price).
• Price Lists are linked to a currency.
• A customer can be linked to one Price List only, and the Price List must match the customer’s currency.
• Price From: Price List prices can update automatically from Selling Prices in the same currency, with an Adjustment %.

Items > Edit View > Pricing (tab)

• You can add Price List prices to an item in the same way as a Supplier, Cost or Sell Price.
• The Price From field only shows Selling Prices in the same currency and unit.
• The currency field on Price List items is read only.
• The status comes from the Price List. Only Active prices can be used.

Fixes#

• Fixed: Estimating: The imposition and cutout diagram did not work after the Attributes upgrade.
• Fixed: Transactions: The default Attribute list was ordered alphabetically. It should have an explicit order.
• Fixed: Transactions > Attributes: An error was returned when you assigned a value to an Attribute (Refresh Query).
• Fixed: Attribute Sets containing ‘&’ were listed incorrectly on Action menu items. The ‘&’ was converted to ‘_’.
• Fixed: Items: When an item was copied, the linked Attributes were duplicated.
• Fixed: Date Attributes could not be viewed or edited in the device’s date format.
• Fixed: Users: The function to ‘Update Users’ did not work correctly.
• Fixed: Customer Ageing: The Output showed details for the top customer, not the selected customer.
• Fixed: Price Lists were incorrectly updated from Selling Prices that are VAT inclusive.
• Fixed: Changelog: The View button now runs by default when you view changelogs from an Edit View.
• Changed: The confirmation message for the ‘Translate’ action in the Language module was changed. It now says that only the phrases in Draft status are translated.
• Changed: Separate Postgres (database) credentials are now auto-assigned to users and used when they log in to BOS. This feature lets admin users see named users instead of a list of generic users on the database.

Note for documentation: Estimating is not currently supported in foreign currency transactions. As a workaround, create an Estimating/Costing transaction and copy it to a Quotation that supports forex. However, this workaround only allows one quantity.

Ver 1.0.94#

Enhancements#

Attributes: Attribute Sets can now be ordered when they are linked to Transactions/Service Types.

Fixes#

• Fixed: User Access: A PoS User had the same rights as an Admin user in some modules.
• Fixed: Transfers: When the Location ‘From’ changed, the Entity changed even though the Transfer transaction uses Registered Entity.
• Sundry fixes related to the new Attributes module.

Ver 1.0.93#

Enhancements#

Transaction Types: Warnings appear in the Transaction Types module, but not on the transaction itself. Errors that appear in a transaction stop the Done button from executing. The following Errors were converted to warnings:

• The Debit Type or Credit Type does not match the Company
• Customer (Company) and Supplier Price
• Supplier (Company) and Sell Price
• Cost Price and Price includes VAT
• Cost Price can only be selected with No VAT

Fixes#

• Fixed: The CAA and SAA did not return any records.
• Fixed: Actions > Export: The :trans_headers_id parameter was not assigned when the action was executed.
• Fixed: PoS: Some warnings were invalid, so the warnings were updated.

Ver 1.0.92#

Fixes#

• Fixed: Fixed Asset Attributes did not appear in the trans_assets_attributes data pipeline.
• Fixed: Errors related to the Attributes upgrade were returned when you output or copied transactions.

Ver 1.0.91#

• Fixed: An error was returned when a customer or supplier transaction was copied.

Ver 1.0.90#

Enhancements#

Transactions – List View: Dates are now only highlighted in red if the transaction is in a Pending or Active status.

Attribute Enhancements#

The Online Library now supports the new Attributes module.

Customers/Suppliers: A fixed Branch Code attribute was added. This attribute is required in Thailand, where VAT registration is done at company and branch level.

A new Transaction Type setting was added: General > Default – Attribute Sets.

• Use the dual list box to select the Attribute Sets that are created by default when you create a new transaction.
• Note: Attributes are linked to the Transaction Flow, so they do not need to be duplicated.
• Attributes are not copied when a transaction is copied.

Actions Enhancements#

The Actions functionality was updated to support Importing and Exporting files.

Use cases:

• Migrating data from other systems during system implementation.
• Uploading or downloading files to and from corporate customer or supplier portals.
• Importing BOMs from CAD applications.
• Other.

The file content is parsed or created in a Postgres function, so the files you import or export must be human readable.

A default list of supported file types and extensions is provided, but you can add other extensions. Default extensions:

• csv
• html
• json
• sql
• txt
• xml

The following item types were added to support importing and exporting:

• Import SQL: You are prompted to select a file, which is parsed into the function. Import SQL is only supported as a Global Action, which assumes that the Postgres function knows where to import the file to.
• Export SQL: Exports are supported in Global and Transaction modules. On a transaction, Export SQL typically outputs items from the selected transaction, specified by the :TRANSID input parameter. The Postgres function returns the file content, and you are prompted to save it to a file. Note: Use the SQL templates to understand the required structure. The file name defaults to the caption, with illegal characters removed.

Fixes and Tech Notes#

• The BOS Documents/Document Designer module and all its dependencies were completely deprecated.
• The functionality to edit lookup lists in the Attributes was removed. Instead, open the Attribute setup form and edit them there.
• Master Database: Connections to the master database are now executed with the user sys_delphi. The connection is now closed every time it is used. Previously, it was left open for the whole session.
• Fixed: When you created a transaction in a language other than English, deleted_id was not set to 0 (the default).
• Fixed: Transactions: In some cases, the address was assigned incorrectly (switch between Postal and Physical Address).
• Fixed: PoS: The Open PoS Session button listed all PoS sessions instead of open PoS sessions. The filter now looks at PoS sessions with a status where default = Open.
• Note for documentation: Only Active Items (Status Group = Active) can be added to transactions.