This is a minor release that fulfills a variety of customer support requests and adds a new feature to save Counterparty instructions on a Delivery.
Hide Empty Positions
Positions that do not contain open contracts can now be hidden in the Position screen. A new check box “Hide empty columns” has been added to the Filter section on the screen to allow this.
Empty Positions will now be hidden by default on the Position screen. To see the empty columns, select the Filters section and un-tick the “Hide empty columns” check box. Then select the Save button. This setting will be saved for you in your browser and the screen will refresh with the empty columns displayed. To see empty Positions again, un-tick the box and select Save.
Note: The Export to Excel button will export only those Positions shown on the screen. To get an export of all Positions including those that are empty, un-tick the “Hide empty columns” check box, save the setting and then select the Export to Excel button.
Defaults for Counterparty Delivery Instructions
It is now possible to save a default list of instructions documentation for a Counterparty. Once saved, this default list of instructions will appear in the Instructions tab for a Sale to that Counterparty in a Delivery Line on a Delivery form. Using defaults can speed up editing of a Delivery line.
Adding Instructions Defaults for a Counterparty
| • | Select a Delivery line in a Delivery form. |
| • | Select the Instructions tab. |
| • | Select the documents needed using the Add documents button. |
| • | Once the list is complete, tick the “Save as default for <company name> " |
| • | When you then select the green check mark to save the information in the Delivery line, the list of Instructions will be saved as a default for the Counterparty of the Sales contract. |
These defaults will appear for a Counterparty the next time a Sales contract appears in a Delivery line in a Delivery line form.
Notes:
| • | The only way to edit these defaults for a Counterparty is to edit the document list on a Instructions tab on a new Delivery line and ticking the “Save as default” check box to save the new information. |
| • | Any Counterparty instruction defaults will only show up for new deliveries. |
New Agiblocks Reporting Fields
The following fields have been added to Agiblocks Reporting:
| • | Contracts data model - the premium value, the premium currency and premium unit |
| • | Logistics data model - Customs status |
Please see the Agiblocks Reporting Module Guide for more information.