Muhasib ERP v1.0.2
Muhasib ERP v1.0.2 Release Notes
Release Information
| Release Information | Details |
|---|---|
| Product | Muhasib ERP |
| Version | v1.0.2 |
| Build Number | 132 |
| Release Date | December 2020 |
| Release Type | Feature and Maintenance Update |
| Status | Published |
| Audience | All Users |
Summary
Muhasib ERP v1.0.2 introduces customer credit application during POS sales, improves Payment Terms handling, enhances purchase and sales reports, and adds new tools for managing payment account transactions.
This release also resolves several POS-related 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 POS Sale
Users can now apply available customer credit while creating a POS 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 pop-up 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.
POSSales Improvements
Default Payment Terms for New POS Sales
The configured default Payment Terms are now automatically selected when creating a new POS 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 POS 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 POS 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 sale.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 POSsales workflow has been corrected.
Payment Terms Selection
Payment Terms selection has been corrected so that the option is available only for supported POS 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 POS,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.
Update Impact
This release changes POSsale Sale behavior,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 POS sale is opened for editing.
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
POSsales. - Confirm that payment accounts and payment types are configured correctly.
- The customer associated with an existing
POSsale 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 POS 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 POS 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
POSsales - 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
| Verification Check | Expected Result |
|---|---|
| Build Number | The About section displays build number 132. |
| Default Payment Terms | The configured Payment Terms are automatically selected for a new |
| Payment Terms Reset | The selected Payment Terms can be cleared using the reset option. |
| Sale Edit | The original customer loads correctly and cannot be changed while editing the sale. |
| Customer Credit | Available customer credit can be applied during a |
| Customer Payments | Customer payment transactions process correctly. |
| Purchase Report | Purchase returns appear below the related purchase entries. |
| Single Sale Report | The applicable customer balance is displayed. |
| Fiscal Year | The correct fiscal year loads according to the active company. |
| Adjust Inventory | Inventory records can be sorted by Item ID or Item Name. |
Known Issues and Limitations
Purchase Apply Debit Is Unavailable
The Purchase Apply Debit workflow was not completed because additional database changes were required.
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 POS Salesale 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 POS 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 POS 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 POS 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.
Related Articles
Next Step
Continue by reviewing Apply Customer Credit in POSDuring Sale to learn how to select and apply an available customer credit balance during a new sale transaction.
Product: Muhasib ERP