MYOB Advanced 2021.1.1

The 2021.1.1 Release has arrived

The major MYOB Advanced 2021.1.1 Release adds a range of exciting new features across the entire MYOB Advanced system. This includes Finance, Distribution and Manufacturing. Additionally this includes the introduction of Workforce Management capabilities.

Upgrades will be deployed automatically across a number of windows from late July to late October. Each MYOB Advanced site has been assigned an upgrade window.

What do you need to do?

Whilst MYOB undertakes general QA testing, it is recommended that you test whether your site -specific workflows and MYOB provides a complimentary sandbox for you to complete pre-upgrade testing.

All the details are set out in the Release Notes>

 

New MYOB Advanced Enhancements

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User Interface

1. Screen Subtitles:

A screen subtitle provides users with additional information about the entity they work with.

Finance
  1. Restrict Visibility of Supplier Records
    Users may want to restrict the visibility of supplier accounts to employees of the particular company or branch.  The visibility of each supplier account in MYOB Advanced can be associated with one of the following:

     

    1. Branch
    2. Company
    3. No Entity
  2. Company Groups
    The release introduces the Company Groups screen (CS102500). 
  3. Financial Dashboards
    As of this release, financial dashboards are included in MYOB Advanced rather than a customisation for the following users:

     

    1. AR Clerk
    2. AP Clerk
    3. Controller
  4. Fixed Assets Under Construction
    While an asset is under construction, users can process cost additions and deductions, as well as perform other fixed asset operations, except for depreciation.
  5.  New Workflow Support on Finance Screen
    The finance screens that used automation steps have been redesigned to support the new workflow engine.
    Note: It may affect custom generic inquiries, customisation projects, import and export scenarios, and API integrations.
  6. Support for Cash Transactions in Bank Deposit
    Users can now post cash account entries to clearing accounts and add these entries on the Payments tab of the Bank Deposits screen (CA305000).
Customer Management
  1. Enhanced Workflows
    In this release, the workflows used for business accounts, customers, suppliers, and locations have been redesigned.
  2. Enhances Duplicate Validated Workflows 
    As of this release, the system gives users the ability to check if a lead or contact has duplicates before a new record has been created
  3. Enhancements Related to Contacts and Employees
    1. Removal of Access to Employee Contact Information from Contacts
    2. Enhanced Workflow for Contacts
  4. Multifaceted View for the List of Business Accounts
    A side panel with a number of tabs has been added for the list of business accounts, which gives users the ability to view the list of business accounts while simultaneously viewing (and modifying, if necessary) various information related to any listed account (prospect, customer, or supplier).
Distribution
  1. User Interface Improvements
    Multiple UI changes and enhancements have been introduced to provide a better experience for users.
  2. Receipt of Non-stock items without the Inventory Interface
    This provides users with the ability to process non-stock items by using purchase receipts and purchase returns when the Inventory feature is disabled on the Enable/Disable Features screen (CS100000).
  3. Matrix Inventory Enhancements
    Multiple changes have been made to the matrix item functionality to ease the creation and management of matrix items:
    1. Add Spaces Check Box
    2. Add Images to Template Items
    3. Edit Fields on the Matrix Items Tab
    4. Matrix Items with Only One Variant Attribute
  4. Drop Shipment Enhancements
    The processing of drop shipments has been significantly improved through the improved functionality related to interconnections between sales orders and drop-ship purchase orders, new actions on the Purchase Orders screen (PO301000), and direct drop-ship returns from a customer to the applicable supplier.
  5. Cross-Company Sales
    This release provides the ability to process sales and purchase orders between
    companies or branches in the same tenant.
  6. Dead Stock Detection
    Users will now be able to detect dead stock items showing  inventory items in stock that have not been moved. That is, the items that have not been added to sales orders, transfers, IN issues, kit assemblies, and other documents that affect the quantity on hand during the period of time specified in the Selection area of the form. 
Manufacturing
  1. Capable-to-Promise Functionality
    This functionality provides businesses that use planning and scheduling with the ability to commit to delivery dates for customer orders based on production and on resource capacity and inventory.
  2. Scheduling of Work Centre Capacity
    The finite scheduling algorithm has been enhanced to consider crew size and efficiency when calculating the duration of an operation. The run time on the operation no longer has to be manually adjusted to account for fluctuations in crew size and efficiency.
  3. New Workflow Improvements
    The processing of engineering change requests, engineering change orders, and supplier shipments has been redesigned to use the new workflow engine.
Project Management
  1. Account Group Activation
    This release adds the ability to make an account group inactive or active. Inactive account groups cannot be selected on data entry screens, and the system cannot generate project transactions or create project budget lines with inactive account groups.
  2. Closing Commitments
    The logic related to the closing of commitments has been reviewed; this release
    implements a consistent solution. The solution covers all of the identified scenarios, including partial billing, receiving, and closing the corresponding line by quantity or by amount.
  3. Default Cost and Sales Account and Subaccounts
    In this release, the default account and subaccount have been replaced with separate default accounts and subaccounts for sales and costs. 
Platform
  1. Improvements in the Configuration of Business Events and Notifications
    Business Events and Notifications menu commands have been added to the Tools menu of the screen title bar of entry screens for example:
    1. Invoices and Memos (AR301000)
    2. Customers (AR303000)
    3. Sales Orders (SO301000)
    4. Generic inquiry screen
  2. Business Events Triggered by an Action
    With a business event of this type configured for a generic inquiry, a user will be able to launch the event for the list of all, selected, or filtered records of the inquiry.
  3. Key Performance Indicator (KPI) Widget and Other Enhancements

    With the new KPI widget in MYOB Advanced, the user defining each KPI widget specifies what data will be displayed: the inquiry screen which the data is extracted from and the particular field on that screen.

  4. Link Widgets for Dashboards 
    As of this release, a user designing a dashboard can add a Platform new type of widget a link widget to dashboards with links to MYOB Advanced screens and dashboards.
  5. Changing the Title of a Generic Inquiry
    This release introduces the capability to change a generic inquiry title on the Generic Inquiry screen (SM208000) for both predefined generic inquiries (those provided with MYOB Advanced) and custom generic inquiries.
  6. Ability to Configure Navigation from a Generic Inquiry to an External URI
    A user can configure navigation from the generic inquiry screen to an external link (URI) with dynamic parameters from multiple columns in a row of the generic inquiry results. This ability can be very useful, for example, in e-commerce solutions to monitor items whose state can change.
Workflow
  1. Updates to Screens
    Improvements have been made to the screen. These improvements are:
    1. An Updated look and feel
    2. Renaming of certain Actions
    3. Adding to/Removing from the Actions lists
    4. Displaying Actions related to current status on the toolbar 
  2. Changes in the Workflow Engines
    Improvements have been made to the workflow engine. These improvements are:
    1. Mapping Workflow Actions
    2. Disabling Legacy Automation Steps
    3. Prohibiting the Customisation of Some of the Workflows
    4. Exposing Actions to the Mobile App
Mobile Development
  1. Mapping of Smart Panels to the Mobile App

    A customiser can now map smart panels to the MYOB Advanced mobile app by using MSDL