# Muhasib ERP v1.0.2

### Muhasib ERP v1.0.2 Release Notes

### Release Information

<table id="bkmrk-release-information-details" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Release Information</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Details</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Product</td><td style="border: 1px solid #d1d5db; padding: 10px;">Muhasib ERP</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Version</td><td style="border: 1px solid #d1d5db; padding: 10px;">**v1.0.2**</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Build Number</td><td style="border: 1px solid #d1d5db; padding: 10px;">**132**</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Release Date</td><td style="border: 1px solid #d1d5db; padding: 10px;">December 2020</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Release Type</td><td style="border: 1px solid #d1d5db; padding: 10px;">Feature and Maintenance Update</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Status</td><td style="border: 1px solid #d1d5db; padding: 10px;">Published</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Audience</td><td style="border: 1px solid #d1d5db; padding: 10px;">All Users</td></tr></tbody></table>

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### Summary

Muhasib ERP v1.0.2 introduces customer credit application during sales, improves Payment Terms handling, enhances purchase and sales reports, and adds new tools for managing payment account transactions.

This release also resolves several issues involving customer selection, customer payments, sale editing, fiscal year selection, and Payment Terms validation.

Additional improvements include purchase return visibility, customer balance information in the Single Sale Report, inventory sorting options, and minor refinements related to the updated workflows.

---

### New Features

#### Apply Customer Credit During Sale

Users can now apply available customer credit while creating a sale transaction.

A new **POS Apply Credit** window has been introduced to support customer credit selection and application during the sale process.

#### Manage Payment Account Transactions

A new **Manage Payment Account Transactions** window has been added.

The window allows authorized users to manage the payment accounts and payment types associated with payment transactions.

#### Manage Payment Account and Payment Type

A supporting **Manage Payment Account and Payment Type** window has been added to the payment transaction management workflow.

This window supports the selection and management of payment account and payment type information for applicable transactions.

---

### Sales Improvements

#### Default Payment Terms for New Sales

The configured default Payment Terms are now automatically selected when creating a new sale.

This improves consistency and reduces the need to select the same Payment Terms manually for each new transaction.

#### Reset Payment Terms

A reset option has been added to the Payment Terms drop-down list in the Sale screen.

Users can now clear or reset the selected Payment Terms where required.

#### Payment Terms Transaction Validation

Payment Terms can now be selected only when the transaction type is:

- New Sale
- Edit Sale

This prevents Payment Terms from being selected in transaction types where they are not applicable.

#### Customer Selection During Sale Edit

The customer associated with an existing sale can no longer be changed while editing the transaction.

This protects the consistency of customer balances, payments, credit application, and transaction history.

---

### Reporting Improvements

#### Purchase Report

Purchase return transactions are now displayed below their related purchase entries in the Purchase Report.

This provides a clearer view of purchase activity and the effect of purchase returns on reported values.

#### Single Sale Report

Customer balance information has been added to the Single Sale Report.

Users can now review the applicable customer balance together with the sale transaction information.

#### Sales Report Corrections

Several minor calculation, display, and processing issues in sales reports have been corrected.

---

### Inventory Improvements

#### Adjust Inventory Sorting

New sorting options have been added to the list view in the Adjust Inventory screen.

Inventory records can now be sorted by:

- Item ID
- Item Name

This makes it easier to locate and review items during inventory adjustment activities.

---

### Fixes

#### Customer Selection During Sale Edit

An issue where the existing customer was not selected correctly while editing a sale has been resolved.

The customer originally associated with the sale now loads correctly when the transaction is opened for editing.

#### Customer Payment Processing

An issue affecting customer payment processing in the sales workflow has been corrected.

#### Payment Terms Selection

Payment Terms selection has been corrected so that the option is available only for supported sale transaction types.

#### Company Fiscal Year Selection

An issue where the fiscal year was not selected according to the active company has been resolved.

Muhasib ERP now loads the applicable fiscal year based on the selected company.

#### Minor Related Fixes

Additional minor issues linked to the updated sales, payment, reporting, purchase, and inventory workflows have been corrected.

---

### Incomplete or Unavailable Features

#### Purchase Apply Debit

Initial development work was completed to support applying available supplier debit during Purchase Entry.

The feature requires additional database changes and was not completed for this release.

**The Purchase Apply Debit window remains hidden and is not available for production use in Muhasib ERP v1.0.2.**

---

### Update Impact

This release changes sale processing, customer editing controls, Payment Terms selection, customer credit application, payment account management, report outputs, and inventory list sorting.

After installing the update, administrators should verify the default Payment Terms configuration and confirm that payment accounts and payment types are correctly assigned.

Users should also be informed that the customer cannot be changed after an existing sale is opened for editing.

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### Important Notes

- Create a complete and restorable database backup before applying the update.
- Ensure all users have saved their work and logged out before installation.
- For multi-terminal environments, update the server or main system first.
- Review the configured default Payment Terms after installing the update.
- Verify customer credit balances before applying credit during sales.
- Confirm that payment accounts and payment types are configured correctly.
- The customer associated with an existing sale cannot be changed during sale editing.
- The Purchase Apply Debit feature is incomplete and unavailable in this version.
- Do not interrupt the application or database update while it is in progress.

---

### Update Instructions

#### Step 1: Back Up the Database

Create and verify a complete backup of the Muhasib ERP database.

#### Step 2: Close Active Sessions

Ensure all users have completed their work, saved active transactions, and logged out of Muhasib ERP.

#### Step 3: Update the Main System

Run the approved update installer on the server or main Muhasib ERP system.

#### Step 4: Verify the Build Number

Open the **About** section and confirm that the installed build number is:

```
132
```

#### Step 5: Update Client Terminals

Update all connected client and terminal systems.

#### Step 6: Review Payment Terms

Create a new sale and confirm that the configured default Payment Terms are selected automatically.

Test the reset option to confirm that the selected Payment Terms can be cleared when required.

#### Step 7: Verify Payment Accounts

Open **Manage Payment Account Transactions** and confirm that the applicable payment accounts and payment types are available.

#### Step 8: Test Customer Credit

Create a test sale for a customer with available credit and verify that the credit can be applied correctly.

#### Step 9: Test Key Features

Test the following features after completing the update:

- Default Payment Terms on new sales
- Payment Terms reset option
- Customer selection during sale editing
- Customer payment processing
- Customer credit application
- Payment account transaction management
- Purchase Report with purchase returns
- Single Sale Report customer balance
- Sales reports
- Fiscal year selection according to company
- Adjust Inventory sorting by ID and name

---

### Post-Update Verification

<table id="bkmrk-verification-check-expected-result" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Verification Check</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Expected Result</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Build Number</td><td style="border: 1px solid #d1d5db; padding: 10px;">The About section displays build number **132**.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Default Payment Terms</td><td style="border: 1px solid #d1d5db; padding: 10px;">The configured Payment Terms are automatically selected for a new sale.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Payment Terms Reset</td><td style="border: 1px solid #d1d5db; padding: 10px;">The selected Payment Terms can be cleared using the reset option.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Sale Edit</td><td style="border: 1px solid #d1d5db; padding: 10px;">The original customer loads correctly and cannot be changed while editing the sale.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Credit</td><td style="border: 1px solid #d1d5db; padding: 10px;">Available customer credit can be applied during a sale.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Payments</td><td style="border: 1px solid #d1d5db; padding: 10px;">Customer payment transactions process correctly.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Purchase Report</td><td style="border: 1px solid #d1d5db; padding: 10px;">Purchase returns appear below the related purchase entries.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Single Sale Report</td><td style="border: 1px solid #d1d5db; padding: 10px;">The applicable customer balance is displayed.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Fiscal Year</td><td style="border: 1px solid #d1d5db; padding: 10px;">The correct fiscal year loads according to the active company.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Adjust Inventory</td><td style="border: 1px solid #d1d5db; padding: 10px;">Inventory records can be sorted by Item ID or Item Name.</td></tr></tbody></table>

---

### Known Issues and Limitations

#### Purchase Apply Debit Is Unavailable

The Purchase Apply Debit workflow was not completed because additional database changes were required.

The related window remains hidden and should not be considered part of the production functionality of Muhasib ERP v1.0.2.

No other critical known issues were documented for this release at the time of publishing.

---

### Frequently Asked Questions

#### What is the main purpose of Muhasib ERP v1.0.2?

This release improves sale processing, introduces customer credit application, adds payment account management tools, enhances reporting, and resolves customer, Payment Terms, and fiscal year issues.

#### How can I confirm that the update was installed?

Open the Muhasib ERP **About** section and verify that build number **132** is displayed.

#### Can customer credit be applied during a sale?

Yes. Available customer credit can now be selected and applied through the **POS Apply Credit** window.

#### Can the customer be changed while editing an existing sale?

No. The original customer is loaded automatically and cannot be changed during sale editing.

#### Are default Payment Terms applied automatically?

Yes. The configured default Payment Terms are automatically selected when a new sale is created.

#### Can the selected Payment Terms be cleared?

Yes. A reset option has been added to the Payment Terms drop-down list.

#### Where can payment accounts and payment types be managed?

Use the **Manage Payment Account Transactions** window and its supporting payment account and payment type management window.

#### Is Purchase Apply Debit available in this version?

No. The feature was not completed because additional database changes were required. The related window remains hidden.

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### Related Articles

- About Muhasib ERP Releases
- Current Version
- Version Numbering Policy
- Muhasib ERP v1.0.1 Release Notes
- Configure Payment Terms
- Create a Sale
- Edit a Sale
- Apply Customer Credit During Sale
- Manage Payment Account Transactions
- View Purchase Report
- View Single Sale Report
- Adjust Inventory

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### Next Step

Continue by reviewing **Apply Customer Credit During Sale** to learn how to select and apply an available customer credit balance during a new sale transaction.

**Product:** Muhasib ERP