What's New in JustFood Spring 2019 | July 2019
These Release Notes include information about the new features, changes, and fixes in JustFood Spring 2019.
Some of the new features or changes include a video clip that demonstrates what is new or has changed. To view a single video that includes all information for the release, select the following video:
For release information related to the JustFood applications, see What's New in JustFood Spring 2019 Applications.
Microsoft Dynamics 365 Business Central Spring 2019 Platform
JustFood has been updated to work with the Microsoft Dynamics 365 Business Central Spring 2019 platform.
Upgrade Toolkit
The following upgrade toolkits have been created:
| From | To |
|---|---|
| JustFood Fall 2018 | JustFood Spring 2019 |
| JustFood 2018 | JustFood Spring 2019 |
For information about the Microsoft upgrade steps, see Business Central Single-Tenant Full Upgrade Quick Reference.
Dock Staging
The JustFood Spring 2019 release introduces the capability for warehouse employees to place warehouse shipments, in advance of the shipment time, in a staging dock. Before the warehouse shipments are posted, the warehouse employees must perform a validation of the warehouse shipment.
The dock staging process in JustFood is as follows:
Dock staging must be set up for locations and warehouse shipments.
During the warehouse pick process, the one or more items that make up a warehouse shipment must be assigned to one or more place containers.
Before the warehouse shipment can be posted, the one or more warehouse shipment containers must be validated.
After the warehouse shipment has passed validation, the warehouse shipment can be posted.
To support this functionality, the following changes have been made to JustFood:
A Dock Staging extension has been added.
On the Location Card page, on the Warehouse FastTab, the Use Dock Staging field has been added. The Use Dock Staging field provides the capability for you to specify the default dock staging setting for warehouse shipments for that location. When the Location Card page has Use Dock Staging turned on, any warehouse shipments that are created for that location will automatically have Use Dock Staging turned on. Alternatively, when the Location Card page has Use Dock Staging turned off, any warehouse shipments that are created for that location will automatically have Use Dock Staging turned off.
Note
On the Location Card page, the Use Dock Staging field only determines the default dock staging setting for warehouse shipments for that location. On the Warehouse Shipment page, Use Dock Staging can still be turned on or turned off, regardless of how on the Location Card page, the Use Dock Staging field is set.
On the Warehouse Shipment page, on the General FastTab, the Use Dock Staging field has been added. The Use Dock Staging field provides the capability for you to turn on or turn off dock staging for a specific warehouse shipment.
On the Warehouse Pick page, a new Place Container No. field has been added. When dock staging is turned on, before a pick can be registered, for each place pick line, a value must be entered in the Place Container No. field. When dock staging is turned off, the Place Container No. field is optional.
On the Warehouse Shipment page, when one or more containers require validation, the following new notification message is displayed:
<number> container(s) on shipment <warehouse shipment no.> needs validation.
On the Warehouse Shipment page, on the action bar, a new Load Validation action has been added. Before a warehouse shipment can be posted, you must choose the Load Validation action.
When you choose the new Load Validation action, the new Load Validation page opens, where you can specify whether a container has passed validation.
From the new Load Validation page, on the action bar, you can choose Navigate > Contents to access a new Load Validation Contents page, which you can use to view the contents of a container that requires validation.
For more information about dock staging, see Dock Staging.
Increased Length of Name and Description Fields
In Name and Description fields, you can now enter up to 100 characters. Before this release, the character limit was 50. This change applies to the following locations in JustFood:
The Name and Description fields on master data cards, such as the Customer Card, Vendor Card, Item Card, Contact Card, and Resource Card.
The Name and Description fields on documents, such as sales orders, purchase orders, invoices, and quotes.
The Description field on journals, such as the general journal and item journal.
The Description field on ledger entries, such as customer, vendor, and item ledger entries.
In addition, for a Unit of Measure (UOM), you can now enter up to 50 characters in the Description field. Before this release, the character limit was 10.
Improved Physical Inventory Counting with the Use of Physical Inventory Orders
Physical inventory counting is a core inventory process that occurs in all distribution companies. The physical inventory counting process may occur once a year or multiple times per year. The existing JustFood functionality for this process is based on journals, which makes it difficult to track the process, and distribute work in larger-scale physical inventory counting.
The JustFood Spring 2019 release introduces the new Physical Inventory Order and Phys. Invt. Recording pages. These new pages increase productivity and address gaps in the existing functionality. This new feature is based on the popular German local functionality, which has been used in practically all implementations where larger-scale inventory counting is required.
For more information, see Count Inventory Using Documents.
Select Multiple Items to Add to a Sales or Purchase Document
On sales or purchase documents, you can now add from the Items page, multiple items at once. To use this new feature, on any sales or purchase document, on the Lines action bar, choose Select items.
Tip
On the Sales & Receivables Setup page, if Default Item Quantity is turned on, when items get added to a sales document, on the sales lines, the Quantity field will automatically be populated for all selected items.
Control when Sales Quotes Expire with a Sales Quote Validity Policy
On the Sales & Receivables Setup page, on the General FastTab, in the Quote Validity Calculation field, you can now set a date formula, which will be used on sales quotes, to calculate the Quote Valid Until Date field.
Tip
To ensure that sales quotes with expired quote validity dates are deleted, from the Sales Quotes page, you can run Delete Expired Quotes. Also, on the Sales & Receivables Setup page, if you enable sales quote archiving, deleted sales quotes will also be archived. If a customer requests a quote again, you can restore the quote from the archive.
Control Item Creation from Lookups on Documents
On a document line, when you enter an item that does not exist, you are prompted to create an Item Card or select an existing item. In some cases, such as when importing new items, this prompt blocks the process. To resolve this issue, this release introduces the capability for you to skip the prompt. To skip the prompt, on the Inventory Setup page, on the General FastTab, turn on Skip Prompt to Create Item.
Note
The Skip Prompt to Create Item field only defines whether the message about the missing item is displayed. The field does not allow or disallow the activity.
This release also introduces, on the Sales & Receivables Setup page, on the General FastTab, a new Create Item from Item No. field. To allow users that are populating a sales line, to fill in the No. field with an item that does not exist in JustFood, turn off Create Item from Item No..
Similarly, on the Purchases & Payables Setup page, on the General FastTab, the Create Item from Item No. field has been added. To allow users that are populating a purchase line, to fill in the No. field with an item that does not exist in JustFood, turn off Create Item from Item No..
Copy Customer Dimensions to Jobs that are Created for the Customer
When a job is created and a customer is assigned to the job, the default dimension values from the customer are now copied to the job. This change means that users only have to modify the dimension values of the job, if required, and that reporting is consistent because the customer's existing dimensions are assigned to a job.
Copy Configuration Templates
Configuration templates can be used to create cards for customers, vendors, items, or contacts. When you are creating a configuration template, JustFood now provides the capability for you to copy an existing configuration template. To copy an existing configuration template, on the Config. Template Header page, on the action bar, choose New > Copy Config. Template.
For more information, see Prepare to Migrate Customer Data.
Merge Duplicate Customers, Vendors, or Contacts
When a duplicate customer, vendor, or contact record is created, JustFood now provides the capability for you to merge the duplicate records into a single record. To merge duplicate records, you must have the new MERGE DUPLICATES permission set.
For more information, see Merge Duplicate Records.
Dynamically Set Shortcut Dimension Columns in Lists, Documents, and Journal Lines
On lists, documents, and journal lines, the Global Dimension and Shortcut Dimension fields that are set up on the General Ledger Setup page, on the Dimensions FastTab, are now always available.
This feature provides the capability for you to add Global Dimension and Shortcut Dimension fields directly to lists, documents, and journal lines without having to open the Dimensions page.
For more information, see Working with Dimensions.
Bulk Import Item Pictures
This release introduces the capability for you to import multiple item pictures at a time. To import multiple item pictures, perform the following steps:
Name your picture files with a name that corresponds to your item numbers.
Send your pictures to a Compressed (zipped) folder.
Load the pictures with the Import Item Pictures page.
For more information, see Import Multiple Item Pictures.
View Payment Information on Customer and Vendor Statistics FactBoxes
On Customer Statistics FactBoxes and Vendor Statistics FactBoxes, information about payments is now available. On Customer Statistics FactBoxes, you can now view Payments ($) and Last Payment Receipt Date information. On Vendor Statistics FactBoxes, you can now view Payments ($) and Last Payment Date information.
Look up SWIFT Codes
This release introduces the capability for you to create a list of SWIFT Codes for the banks with which your company performs business. The SWIFT Codes list is now available on pages where bank accounts are used. The SWIFT Codes list helps with the accurate preparation of payments because users are now forced to pick from a predefined list of SWIFT Codes instead of entering SWIFT Codes as free-form text.
Ensure that Approval Users are Set Up to Run Approval Workflows
Before a user initiates an approval workflow, JustFood now performs a validation to ensure that the user is set up on the Approval User Setup page.
Configure Reports for Warehouse Documents
The Warehouse Report Selection functionality that was created by IndustryBuilt has been removed and replaced with the new base functionality that is available in the Microsoft Dynamics 365 Business Central Spring 2019 release.
In this release, you can now use the Report Selection feature to configure which reports are printed for warehouse documents, such as picks, put-aways, and shipments. The enhancements to the Report Selection feature work the same as for documents in other areas.
View Vendor Invoice Number on Purchase Invoices and Purchase Credit Memos Pages
On the Purchase Invoices page and the Purchase Credit Memos page, the Vendor Invoice Number column is now displayed.
View Time Information on Registers
On various Register pages, such as G/L Registers, Item Registers, and Job Registers, you can now view time information. This enhancement improves searches for transactions in registers because you can now search by the date and the time that the transactions were created. Before this release, you could only search for transactions in registers by the date.
Reference External Document Numbers on Posted Sales Documents
Typically, when a customer calls to inquire about the status of their order, you search through the list of posted sales invoices and shipments by the customer's purchase order number. The purchase order number is stored on the related sales order, in the External Document Number field. In this release, this field content is now transferred to posted sales invoices and shipments, so that you can search by external document number.
View Item Descriptions, Customer Names, and Vendor Names in Ledger Entries
When analyzing ledger entries, it is useful to also see the item description, customer names, or vendor names. The Description and Name fields can now be added to the ledger entries, such as the Item Ledger Entries page, the Customer Ledger Entries page, or the Vendor Ledger Entries page.
To add Description fields to the Item Ledger Entries page, on the Inventory Setup page, on the General FastTab, turn on Copy Item Descr. to Entries.
To add the Name fields to the Customer Ledger Entries page, on the Sales & Receivables Setup page, on the General FastTab, turn on Copy Customer Name to Entries.
To add the Name fields to the Vendor Ledger Entries page, on the Purchases & Payables Setup page, on the General FastTab, turn on Copy Vendor Name to Entries.
Find General Ledger Account Setup Fields in Base, Local, and Custom Features
On the Chart of Accounts and G/L Account Card pages, you can use the Where-Used List action to find out where a particular General Ledger (G/L) account is used in base setup areas. Now, the Where-Used function considers all relevant setup areas in the base version, the local versions, and in any features that are introduced through extensions. The Where-Used function uses an event to which new features can subscribe. After the new features have subscribed, the table relation on the G/L Account table to the created setup is tracked, so that a complete list of setups for a particular G/L account can be provided.
View Document Attachments on Customer and Vendor Ledger Entries and During Payment Application
The Document Attachments feature provides the capability for you to attach any type of file to a sales or purchase document within JustFood. This feature is useful, for example, when settling vendor payments so that you can view the original invoice that the vendor sent you. Now, on the resulting Customer Ledger Entries and Vendor Ledger Entries pages, attachments on sales and purchase documents can be viewed. You can also view attachments on the Applied Customer Entries and Applied Vendor Entries pages as you apply payments to ledger entries.
Set Up Default Ship-to Addresses
The Default Ship-to Address functionality that was created by IndustryBuilt has been removed and replaced with the new base functionality that is available in the Microsoft Dynamics 365 Business Central Spring 2019 release.
The Default Ship-to Address functionality provides the capability for customers which have multiple addresses, to specify a default address to which goods must be shipped. The default ship-to address can be defined on the Customer Card page, in the Ship-to Code field. After the ship-to address is defined, the address is automatically inserted on sales documents for the customer.
If required, you can still change the ship-to address on sales documents.
Schedule Background Jobs with a Date Formula
When scheduling background jobs or reports to run, you can now define a date formula. The date formula provides the capability for you to specify a relative date, instead of having to define a fixed day. For example, instead of running a report every Monday, you can now set up the report to run at the beginning of each month by entering the formula CM+D1. You define the formula on the Job Queue Entry Card page or the Schedule a Report page, in the Next Run Date Formula field.
For more information, see Use Job Queues to Schedule Tasks.
Check for Total Amount Credited when Creating a Corrective Credit Memo for a Posted Sales Invoice
When correcting posted sales invoices, you are now notified whether a corrective credit memo exists for a posted sales invoice, and whether the credit memo has been fully or partially applied. From the notification, you can view which documents have been applied to the posted sales invoice, and you can also choose which documents and amounts to apply to the posted sales invoice. This new feature also helps to avoid duplication.
Change Descriptions on General Ledger Entries
If an incorrect description was entered during posting, or if a change to a description on an earlier General Ledger (G/L) entry is required, on the General Ledger Entries page, you can now edit the Description field and overwrite the original posting description.
On the Change Log Entries page, you can view a log of the changes that have been made to the Description field.
Add ISO Codes as Attributes for Countries and Currencies
Typically, regulatory reporting, electronic invoicing, and electronic banking standards require ISO Country and Currency Codes as well as descriptions to comply with regulations or standards.
For countries and regions, on the Countries/Regions page, you can now add the following codes:
In the ISO Numeric Code column, ISO 3166-1 Numeric (three-digit) Codes.
In the ISO Code column, Alpha (two-letter) Codes.
For currencies, on Currency Card pages, you can now add the following codes:
In the ISO Numeric Code field, ISO 4217 Numeric (three-digit) Codes.
In the ISO Code field, Alpha (three-letter) Codes.
Review and Export Errors in RapidStart Configuration Packages
While migrating your data to JustFood with RapidStart Services, you can view the errors that occurred for a specific table within the configuration package. This design works well when you are importing a small number of tables. However, when you are importing a large number of tables, the amount of errors may become cumbersome. You may have to distribute data-cleaning tasks to different teams.
When importing and validating your configuration packages, you can now view the errors per package. To view all errors in a configuration package, on the Config. Package Card page, on the action bar, choose Package > Show Errors. On the Config. Package Errors page, you can filter by Error Text, Field Caption, Table ID, and so on, as well as export filtered lists to Excel. Also, to see the exact data that is causing an error, you can drill down to a specific error.
Review Configuration Package Data that is Imported from Excel
To import data from Excel into a configuration package, the following methods can be used:
On the Configuration Packages page, on the action bar, choose Package > Import from Excel.
On the Config. Package Card page, on the action bar, choose Package > Import from Excel.
On the Config. Package Card page, on the Tables section action bar, choose Excel > Import from Excel.
Depending on the method that is used, different levels of preparation are required. The first method can be used before a configuration package is created. The second method requires that a configuration package exists, and the third method requires that a configuration package with lines exists.
To improve this process and avoid unnecessary retries when you perform these methods, you can now use the Config. Package Import Preview page. The Config. Package Import Preview page provides an overview of the Excel file contents that are about to be imported. Now, when you perform any of the three methods to import data and you choose the Import from Excel action, the Config. Package Import Preview page opens.
The Config. Package Import Preview page displays on different worksheets, the list of configuration packages and tables that are in the Excel file that you are about to import. The Config. Package Import Preview page also displays the following information:
Whether the Import from Excel action will create a configuration package or update the existing one.
Whether the Import from Excel action will create configuration package lines (tables) or update existing ones.
For more information, see Migrate Customer Data.
Preview Prepayment Posting
On sales or purchase orders, you can now preview the different types of entries that will be created when you post a prepayment invoice or credit memo. To preview entries, from the Sales Order page or the Purchase Order page, on the action bar, choose Actions > Posting > Prepayment, and then choose Preview Prepmt. Invoice Posting or Preview Prepmt. Cr. Memo Posting.
Email and Resend Remittance Advice from the Payment Journal and Vendor Ledger Entries
In the UK, US, CA, AU, NZ, and ZA versions, where remittance advice is used to notify vendors of payments that are being made, you can now email remittance advice in bulk from the payment journal. Also, you can now resend remittance advice after payments are made from vendor ledger entries by using document sending profiles.
Display all General Ledger Accounts on Posting Setup Pages and in General Ledger Account Lookups
Posting setup pages, such as Customer Posting Groups, and General Posting Setup are used to define which General Ledger (G/L) accounts will be used to post amounts to the G/L. As you turn on features, such as Discount Posting, additional columns for specific G/L accounts that are used by the feature, automatically become visible on the posting setup pages.
On posting setup pages, you can now turn on Show All Accounts. When Show All Accounts is turned on, you can view all available G/L accounts on the setup page even when the involved feature is not enabled. Being able to view all available G/L accounts, makes it easier to perform the initial posting setup.
When you perform a lookup to select a G/L account to be used in a posting setup, typically, the only G/L accounts that are displayed, are the accounts that have been filtered by the associated account categories. On posting setup pages, you can now select the View All Accounts on Lookup check box. When the View All Accounts on Lookup check box is selected and you perform a lookup, you can view all available G/L accounts, not just the accounts that are filtered by the associated account categories.
Role Center Improvements
The following improvements have been made to specific Role Centers:
Headlines and other common elements have been added where these elements were missing.
The Setup & Extensions group is more consistent, for example, the group now includes Workflows.
The Self-Service group has been standardized to display only as cues and tiles so that users can view counts.
Focus Mode on Document Pages
On document pages, there is a new Focus Mode feature that provides the capability for you to expand the viewing area of the line items section.
For more information, see Focus mode on document pages.
Work Date Indicator
If you use a work date that is different from today's date, a new work date indicator is displayed.
Quick Entry
This release introduces a Quick Entry feature. The Quick Entry feature provides the capability for you to define a path for editable fields on a page. After you define the path for editable fields, after filling in a field, when you press the Enter key, the cursor moves to the next field that is defined in the path.
For example, on a sales order, the address fields may be automatically populated. When you are entering details on the sales order, because the address fields are automatically populated, you may want the cursor to skip over the address fields. The Quick Entry feature provides the capability for you to exclude the page cursor from moving to the address fields.
For more information about Quick Entry, see Entering Data.
New Keyboard Shortcuts
This release introduces new keyboard shortcuts. The following list includes some examples:
Toggle between slim and wide page mode (Ctrl+F12)
Toggle between show and hide FactBox (Alt+F2)
Add item (Alt+N)
Toggle between previous and next navigation (Ctrl+Left Arrow and Ctrl+Right Arrow)
Also, from the help menu, you can now view a list of all keyboard shortcuts. To view a list of all keyboard shortcuts, choose 
, and then choose Keyboard Shortcuts.
Autosave Indicator
The JustFood interface now includes an autosave indicator. This new element indicates the state of data that is displayed on the page. The indicator has the following statuses:
Saving: This status appears when the host is communicating with the server.
Saved: This status appears when the host has successfully communicated with the server and has saved the data.
Not Saved: This status appears when a data validation error occurs and the data has not been saved.
Improvements to Scrolling in Lists
Improvements have been made to reduce the time it takes for lists to be displayed. When scrolling at a pace where rows can be comfortably read, the scrolling experience is now seamless. To ensure that large lists do not degrade the user experience, rows continue to be loaded on demand.
Also, when selecting multiple rows, there are significantly less delays.
Improved Contextual Search Experience
The Tell Me feature has been improved so that you can now search for more flexible terms, for example, a user may search for the word product, instead of the word item.
Also, the search results now include results for partner solutions on AppSource.
Personalization Enhancements
You can now make the following adjustments to the layout of actions that appear on list, worksheet, card, and document pages:
Hide actions that are not relevant to you.
Move actions to a new menu group as well as hide or re-order groups.
Specify whether fields on card and document pages are displayed when a FastTab is collapsed.
Specify whether fields on card and document pages are only displayed when you choose Show more.
For more information, see Personalization Enhancements.
Simplified Help and Support Experience
When you choose , you can now select Help & Support. The new unified help and support experience provides the capability for you to find help, give feedback, and access troubleshooting information.
Page Inspection
This release introduces a Page Inspection feature. This feature existed in earlier versions of JustFood, and was referred to as the About this Page feature.
The Page Inspection feature is an interactive feature that displays information alongside your page, without interrupting how you interact with the page.
Depending on the page from which you launch the Page Inspection feature, the following information is displayed:
The page or page part name and identifier.
The underlying table name and identifier.
The entire set of table fields for the selected record, including caption, value, field identifier, primary key indicator, and extension information.
Which extensions extend the page or the underlying table.
Which filters are applied to the table.
For more information about the Page Inspection feature, see Inspecting Pages in Business Central.
Fixed Problems
The JustFood Spring 2019 release includes fixes for the following problems.
| ID | Description |
|---|---|
| 27043 | JustFood: When trying to register a pick for a break bulk item, and the pick has multiple pick lines that have the same bin and different lot numbers, an error is received and you are prevented from registering the pick. |
| 27039 | Floor: When posting a negative adjustment to physical inventory, a Production Date must be specified error is displayed, and the adjustment cannot be posted. Floor must be updated to make the Production Date field optional because inventory can be added without a production date. |
| 25981 | JustFood: On the Floor Menus page, the Intialize Menu action is spelled incorrectly. |
| 25971 | JustFood: On the Floor Menus page, in the Menu Code field, when a new value is selected, the page does not refresh automatically. The page behavior must be updated so that in the Menu Code field, when a new value is selected, the page automatically refreshes and displays the menu records that are associated with the selected Menu Code. |
| 24110 | JustFood: For direct transfers and released transfer orders, when you perform a Planned Logistics Run, the Source Doc. Status field is incorrectly displaying the status of Open. The Source Doc. Status field must be corrected to display the correct value of Released. |
| 24107 | JustFood: On the Purchase Order page, on the action bar, when you choose Navigate > Warehouse > Rebates, the Rebates action is missing an icon. An icon must be added. |
| 24100 | Floor: When posting output from a family production for a non-tracked item, an unnecessary Lot No. field appears on the form. For a non-tracked item, the Lot No. field must be removed from the form. |
| 23854 | JustFood: On printed posted warehouse receipts, the header is truncated. |