Recent Software Developments

Listed below are a number of the key enhancements that have been added to axis diplomat and axis payroll.

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Showing 89 enhancements covering:

Kernel (Core) Software

Support for 64-bit Microsoft Office

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 12/06/2026

axis diplomat 2026 can now integrate with the 64-bit version (or the previously supported 32-bit version) of Microsoft Office when Office is installed on either a Windows Server or Windows PC.

The version of Microsoft Office installed is detected automatically and axis diplomat will adjust to integrate with the installed version without any manual configuration being required.

Running the 64-bit version of Microsoft Office allows Office applications to address more memory, allowing more complex spreadsheets in Excel and helping in environments with very large Outlook mailboxes.

Not all 3rd party applications support 64-bit Microsoft Office - check that any other applications you are using are also compatible before considering the switch.

Note that axis diplomat can also now integrate directly to Microsoft Office 365 Outlook web when sending emails. In some cases, this may obviate the need for you to have Outlook installed as a Windows application at all in your environment.

Make Phone Calls from Telephony Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Telephony Interface module

Release Date: 19/05/2026

A new context menu (right-click) option has been added to the Telephony Monitor to call numbers directly from the monitor.

The option is context-sensitive so, when right-clicking on a column in a row that does not contain a telephone number, the option is disabled. If the user selects a column in the row that does contain a telephone number, the option to directly call the number becomes available.

Support for WIA (Windows Image Acquisition) Scanners

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 30/07/2025

Support has been added to axis diplomat for WIA (Windows Image Acquisition) scanners in addition to existing TWAIN scanner support. This makes it easier to connect a wider range of scanning devices to the software, especially entry-level and consumer-grade scanners that do not include a TWAIN driver.

The WIA interface is built into Windows and is ideal for straightforward scanning tasks. It offers a simplified interface with fewer configuration steps, making it sutable for quick one-off scans or environments where users do not need to adjust detailed scanner settings. Adding support for WIA expands hardware compatibility, reduces setup time, and gives users more flexibility when choosing scanning equipment.

TWAIN is still the better choice for advanced scanning requirements such as multi-page document handling, duplex scanning and integration with auto-feeders. If your business regularly scans invoices, purchase orders, or uses batch scanning features, a TWAIN-compatible scanner is recommended. For quick tasks like scanning a single signed document or a proof of delivery, WIA may offer a solution where no TWAIN driver is available.

Please note that some axis diplomat features, such as Delivery Note Scanning and Sales Order Release, are designed specifically with TWAIN scanners in mind. These functions often require more control over scan behaviour, such as prompting for scans at specific workflow stages or saving directly to linked transactions. In those cases, a TWAIN-compatible device will still be necessary to use the functionality.

Copy to clipboard (as PDF)

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 24/07/2025

The ability to copy a whole document to the clipboard as a PDF is now available within the document preview window.

The document can be copied by using the File menu, as shown above, or the keyboard shortcut Ctrl+C.

The copied document can then be pasted directly into Outlook, Windows folders, or axis diplomat Attachments tabs without saving a separate copy first. Not only is this enhancement a great time-saver, it also helps avoid clutter in temporary file locations (or the desktop) with files that have been saved just to attach to, for example, an email, and then left.

Show Phone Numbers and Email as Text in Data Lists

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 09/05/2025

A new parameter has been added to User Details to control whether phone numbers and email addresses are hidden or displayed as plain text in scrolling lists.

By default, these fields are shown as icons with hover-to-view to reduce the risk of data being screen-scraped. However, some job roles may benefit from being able to see the details directly. We recommend that administrators review job roles and only enable this option where direct visibility of phone numbers and email addresses is justified.

In the default state, with the permission not set, contact details are shown as icons with hover-to-view:

Once permission for this user has been granted, contact details appear as plain text:

Audit Trail for Attachment Deletions

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 24/03/2025

Audit trail events are now recorded for the deletion of attachments across a wide range of objects.

Previously, audit entries were only created when attachments were added or updated. With deletions now also being logged, administrators and auditors have a complete record of attachment activity.

Whenever an attachment is deleted, an entry is created in the audit trail showing the user, date, time, and name of the deleted file. This applies to:

Printing Defaults - Multi-tray, Multi-copy Printing

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 20/01/2025

Support for both multi-tray and multi-copy printing is standard but has previously only been configurable by the user during printing with the settings being retained by axis diplomat for later use.

The Maintain Printing Defaults and Maintain Background Printing Defaults Supervisor Functions have now been enhanced to allow these settings to be configured at any time.

The axis diplomat Printer Selection dialog allows you to select a specific printer and output tray for each copy of the document. This is designed to help in situations where multiple paper copies of a document are required (for example, a pink copy for the customer, a yellow copy for the driver and a white copy for filing).

Different paper stock can be loaded in different printer trays (or in completely separate printers) and multiple copies of a document automatically produced each time. The number of copies, the chosen printer and the selected output tray is retained as the default for subsequent printing of that type of document. These defaults are stored separately for each workstation.

Where more than one copy is specified, the “Copies” button opens an additional dialogue which allows the user to specify a different printer and/or tray for each copy:

These developments make it easier to manage default printing behaviour and background printing with multiple copies.

Nominal Ledger & General Accounts

Amend Nominal Account Numbers

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 25/09/2025

A new Nominal Ledger Utility function, 'Amend Nominal Account Numbers', has been added within Supervisor Functions.

This function allows an existing Nominal Ledger Account to be re-numbered to a new account number.

This is a single user function and it is highly recommended that a backup is taken when prompted and, for performance reasons, data protection should be suspended. The function will also update any associated transaction history with the new account number.

Deferred Income Provision

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 03/09/2025

The Deferred Income Provision has been modified to add an option to exclude provisions completed prior to a specified date from the displayed list. This allows the list of deferred income provisions to be filtered as required, to show only outstanding provisions or outstanding plus those completed in the current financial year.

All deferred income:

Outstanding deferred income only:

For more information:

https://documentation.axisfirst.co.uk/deferred-income-provision/article/159903

Sales Ledger, CRM & Sales Order Processing

Allow Customer Price Feeds for Prospect Accounts

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Price Feed Delivery module

Release Date: 06/08/2026

Configuration of Customer Price Feeds was previously restricted to live account customers. This has now been extended to also include prospect accounts.

This is because it may be desirable, for commercial reasons, to provide a prospective customer with regular price updates before they become a live customer account. For example, the receipt of automated daily price and stock updates may be a pre-requisite that they have before agreeing to buy from you.

Furthermore, for those using the Sales Ledger Buying Groups module, the Buying Group accounts are themselves set as prospect accounts to ensure that they are not inadvertently used for sales transactions. This new development means that a customer price feed can now be configured for a buying group.

For more information:

https://documentation.axisfirst.co.uk/sales-ledger-buying-groups/articles/29625

Exclude Zero Value Invoices from Background Printing

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 23/06/2026

The Print Invoices function now provides the ability to exclude zero value invoices from invoice print runs, helping to minimise waste and reduce processing time.

This setting can be configured as a default within Sales Ledger Parameters, allowing organisations to embed the behaviour into their standard processes:

Users can also select the option manually when running individual invoice print runs, providing flexibility where business requirements vary:

Option to Exclude Credits from Goods on Account Invoicing

Available to Software Assurance customers with axis diplomat 2024 or above and the Goods on Account module

Release Date: 18/06/2026

The Create Invoices for Goods on A/C function has been enhanced to provide greater control over the generation of invoices and credit notes from Goods on Account bookings. A new option, 'Exclude credit bookings', has been added to the Invoicing Options within the selection criteria screen.

Goods on Account processing is commonly used to automatically generate sales invoices from outstanding bookings. In some business environments, however, users may wish to prevent credit bookings from being converted into credit notes during the same run.

When the new 'Exclude credit bookings' option is selected, the function will ignore any Goods on Account bookings that have a negative value and would otherwise result in the creation of a credit note. Positive value bookings continue to be processed normally.

Additional Domains in Customer Search

Available to Software Assurance customers with axis diplomat 2024 or above and the GFI Archiver Interface module

Release Date: 29/05/2026

The Customer Search function has been enhanced to support searching by additional domains names associated with customers. This allows users to locate customers using a website or email domain, in addition to the existing search criteria.

This is particularly useful when dealing with organisations that are more commonly recognised by their trading website or email domain rather than their company name. For example, users receiving communications from a particular website domain can now quickly identify the corresponding customer account.

When a customer account is found through an additional domain, the search results now indicate this by displaying a Match Type of Domain.

Improved Margin Visibility within Sales Order Enquiry

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 19/05/2026

Sales Order maintenance and enquiry functions have been enhanced to show more margin information at a line level.

Columns are now included for:

The cost and margin columns are monetary amounts for the total line so are particularly useful when dealing with larger quantities.

This gives users better visibility of detailed margin information, helping to ensure that profitability is not affected, for example when applying discounts.

Audit Trail for Delete Sales Order Line

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 19/05/2026

When a line is deleted from a Sales Order, the system will now automatically generate an audit trail event recording the stock reference and quantity removed, along with the time, date and operator.

This provides a clearer operational history of changes made to Sales Orders.

Pricing information has intentionally not been included within the audit trail event due to privacy considerations. The function Audit Trail Search can be used to review these events, or a User Activity monitor can be created.

Configurable Debt Analysis Period for Debtors Letters

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 13/05/2026

Previously, the Print Debtors Letters function used the overall customer debt analysis period defined in Maintain Sales Ledger Parameters but a separate Debtors Letters debt analysis period has now been added.

This allows, for example, Statements to use the standard monthly debt aging periods as defined in the customer debt analysis period length parameter and for Debtors Letter variants to be sent at 7, 14 and 21 days past their due date.

Customer Asset links

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Assets module

Release Date: 29/04/2026

axis diplomat has long supported the ability to link a CRM call to one specific asset (in this way, the CRM calls can be linked to the specific piece of customer equipment that the enquiry relates), link service contract line items to customer assets (to indicate which specific assets the service contract relates to), link assets to warranty packs (to apply an extended warranty to the asset) or link assets with other assets on a parent/child basis (to show individual components which make up an asset).

Now you can also:

(a) add links between assets (without creating a parent/child relationship) and

(b) add links from a CRM call to as many assets as you wish using the Call Maintenance 'Links' tab.

The Asset Enquiry/Maintenance function has been enhanced to:

(i) Add a 'Links' tab (familiar to users from other axis diplomat functions).

(ii) Provide a tick box on the asset enquiry/maintenance "Call History" and "Call Events" tabs giving users the option to include calls and call events relating to linked assets in addition to the asset in context.

Improved Validation of Scanned Documents

Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch & Delivery Management module

Release Date: 13/04/2026

The Attach Documents function has been enhanced to provide improved validation of scanned delivery documents, helping to prevent processing errors caused by incorrect Optical Character Recognition (OCR) results.

Documents can now be validated using a checksum contained within the scanned filename. During processing, axis diplomat verifies that the document reference and checksum contained within the filename match the expected values generated by the system. Documents that fail validation are prevented from being processed and are clearly identified for user review.

Where a document cannot be validated, the function displays the reason why the document is not suitable for processing, such as an invalid filename format or a checksum mismatch caused by an OCR recognition error. This improves the reliability of automated document processing by ensuring that scanned documents are validated before any attachment or post-processing activity takes place.

Deposit Rules for Quotations and Sales Orders

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 06/02/2026

For businesses that need to enforce or encourage deposits on certain transactions, this significant and extensive development brings control and visibility by integrating deposit settings into the sales workflow. With this functionality, there is no longer a need to rely on manual reminders or calculations. Sales and admin staff are immediately shown the appropriate deposit percentage and value as they build a quotation or sales order, ensuring consistency and removing uncertainty.

At the system level, deposit rules are configured within Supervisor Functions > Amend Company Parameters > Maintain SOP Parameters, on a dedicated Deposits tab.

Users can define rules based on order value thresholds, customer group, sales group, and product group. The rules can be tailored to include or exclude VAT and delivery charges, making them flexible enough to match a variety of commercial models. Multiple rules can be created per sales ledger, and where more than one rule could apply to a given document, the system automatically uses the one with the highest level of deposit. This gives administrators granular control over policy without sacrificing clarity for users.

When working within a sales document, deposit information is always in view, updated as changes to the lines dictate. The deposit is shown as both percentage and currency values.

When entering or amending a sales document, on the General Details tab, the system displays the specific deposit rule that has been applied and allows users with appropriate security permissions to override the deposit percentage.

This override function is particularly useful when dealing with exceptions, such as trusted customers or promotional campaigns, and provides the necessary flexibility without compromising audit integrity. An audit trail of any deposit percentage or rule changes is recorded against the document.

Copy functions will recalculate deposit values based on current rules, whereas converting a quotation to an order will preserve the original deposit value.

The Quotations and Sales Orders monitor now include dedicated columns showing the deposit percentage, deposit value, and the rule applied.

Document Designer templates, such as Quotations, Quotation Order Forms and Pro Forma Invoices, can also include information on the deposit required on a particular quotation or sales order:

Apply User Defaults by User or Group

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 29/12/2025

User and Group Maintenance has been modified to improve the administration of both SOP Defaults and Call Defaults configured at User and Group level.

The revised screens provide a clearer view of configured values and inheritance behaviour, making it easier to identify whether a setting originates from a Group configuration or has been overridden at User level.

These improvements provide administrators with clearer visibility of how values are inherited and applied whilst reducing the complexity of maintaining user-specific and group-based configurations.

Sales Order On Hold and Off Hold Email Notifications

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 24/12/2025

Individual users and groups within axis diplomat can now be configured to receive an email whenever Sales Orders are placed on hold or released from hold.

This is configured by using Kernel Supervisor Functions > User and Group Maintenance and selecting Accounts User Defaults for the user or group in question.

Orders may be placed on hold for a variety of reasons, including approval thresholds, credit control and manual intervention.

These email notifications provide clear visibility whenever an order’s hold status changes and removes the need for users to solely rely on a monitor of order lists, which may result in a quicker response. They include a link to open the order within axis diplomat direct from the email.

Sales Order Authorisations

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 23/12/2025

Functionality has been added to axis diplomat to manage Sales Order Authorisations and to provide an approval mechanism.

Sales Order Authorisations can be used to limit financial risk by applying value limits to sales orders. Each user, or user group, can be assigned their own approval threshold.

When a user attempts to file a sales order that exceeds that threshold, axis diplomat can, on a user by user basis, either:

In addition, a specific Document Status Code may be set on orders which exceed the sales order approval threshold when filed. This could, for example, allow managers to run a monitor listing just orders that are on hold for this specific reason.

When the Sales Order On hold option is used, the order can be reviewed and released by someone with the appropriate security permission. The action that placed the order on hold, and the subsequent release, are both recorded in the Sales Order audit trail. This provides clear visibility of when the threshold was exceeded, who released the order, and when it was allowed to progress.

Sales Order Authorisations are configured using Kernel Supervisor Functions > User and Group Maintenance and selecting Accounts User Defaults, SOP Defaults for the user or group in question.

Statement Delivery Link to Web

Available to Software Assurance customers with axis diplomat 2024 or above and the axis vMerchant module

Release Date: 22/12/2025

This feature is intended for systems using axis vMerchant Express, where customers are encouraged to view their statements online.

Sales Ledger Statement emails can now include a link to a website (URL) that allows eligible recipients to access their statement online. When a statement is sent to a contact who is enabled for eBusiness and authorised to access accounts information, the system can insert a link into the email text that will take them directly to their statement page whilst ensuring that they are logged in.

Where Trading Identities are in use, these are taken into account when determining the appropriate site for the link.

Statement PDFs continue to be generated and stored via Document Delivery, ensuring statements remain available for audit purposes and attached to the email for recipients who prefer to receive statements in PDF format.

This enhancement provides a simple way to encourage customers to access their online account facilities while preserving the existing statement delivery process.

The email text may include the placeholder {url}, which is replaced at runtime with the statement link. This can be used in conjunction with a further substitution that can be included in the emails, {ebus, ...}. Anything between "{ebus," and "}" is only added to a particular email if the recipient is eBusiness-enabled - this means that you will not send links to people that cannot access them.

For example:

{ebus,To view and pay your statement online, please click here: {url}}

To make adjustments to your Sales Ledger Statement emails, use Maintain Sales Ledger Parameters tab 'Documentation' and ensure that the Statements template choice is document Designer, then click ‘Settings’.

Exclude Accounts with Balances from Automatic Cash Allocation

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 04/12/2025

The Automatic Cash Allocation function has been extended to provide an option to 'Exclude accounts with balance'. This allows the function to be run so that it only deals with allocations on accounts that have a zero value outstanding balance. Those with non-zero balances can then be reviewed manually afterwards to assess what allocations need to be made.

Import List of Sales Orders to Close

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 03/12/2025

The Close Sales Orders function now supports importing a list of orders for closure from a CSV file.

Closing large numbers of old or redundant sales orders has, in the past, been a time-consuming process but this enhancement can reduce both the time spent and the potential for keying errors when dealing with a large number of sales orders. This is especially the case if the list of orders to be closed already exists in an external data source or can be exported (for example, from a sales order monitor).

The CSV file does not need to have a specific layout as long as there is a particular column that contains the sales order numbers.

Additional Colour Coding in Sales Order Maintenance

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 13/10/2025

Further colour coding is now used on the Item Details list in Sales Order Maintenance functions with the addition of orange.

Items with insufficient stock are still shown as blue if there is sufficient supplier stock. If there is insufficient stock and there is also insufficient supplier stock available then these are now shown in orange.

Automatic Invoice Delivery

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 10/10/2025

Invoices raised during the day can now be delivered automatically in the background at scheduled intervals. The Kernel Function Amend Scheduled Processing Settings can be used to enable automatic invoice printing to run at set intervals throughout the day. Customers set to receive their invoices by email will be included as well whilst those set for post will have their invoices printed on the nominated default printer.

Asset Status Block Amendment

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Assets module

Release Date: 29/09/2025

The status of multiple assets for a single customer can now be amended from Active to either Inactive or Disposed using multi-select from the Assets tab of a customer account.

A contiguous range of entries can be selected by clicking on the first relevant row and then clicking on the last row required whilst holding down the Shift key. Alternatively, select non-contiguous rows by clicking on each individual entry whilst holding down the Ctrl key. You can also select all of the entries displayed by using Ctrl A.

User and Group Security Permissions for Delivery Charges

Available to Software Assurance customers with axis diplomat 2024 or above and the Delivery Methods & Charges module

Release Date: 02/09/2025

The security permissions within axis diplomat have been extended to allow permissions to be set on altering the delivery charge on a sales order. This allows you to keep delivery pricing consistent, and prevent accidental zero charges, protecting margins without slowing order entry.

A number of parameters (found on the Document Maintenance (cont.) tab of Sales Ordering Processing Parameters) control the use of Delivery Methods for Delivery Charges.

You can now allow or deny a user or user group the ability to amend the Delivery Charge on Sales Orders when “Delivery charge from delivery method” is enabled. Users without this ability may still choose the Delivery Method but cannot alter the Delivery Charge associated with that method.

For further details see Delivery Methods and Charges

Forward-Dated Case Pricing on Monitors

Available to Software Assurance customers with axis diplomat 2024 or above and the Case Pricing module

Release Date: 30/07/2025

For systems using the Case Pricing module in conjunction with Date-Specific Prices and Discounts, both the Stock Items and the Customer Price Lists monitor tabs have been enhanced with eight new columns to support future-dated pricing analysis.

These additions provide greater visibility into how case pricing, margins, and costs will look at a specified point in time. Users can configure the monitor tab using the Tab Options button, which includes a Show Prices For option to enable the additional columns. This allows you to specify a future date and time and view pricing information as at that point in time.

These enhancements make it easier to review future pricing and protect margins.

Column Description
Case Price (Current) Renamed from Case Price. Shows current case price calculated as inner price x case quantity.
Case Price (DD/MM/YY) Displays case price for the selected future date and time (inner price x case quantity).
Case Inner Price (Current) Renamed to show current case inner price used in the calculation of the case price.
Case Inner Price (DD/MM/YY) Shows case inner price for the selected date and time.
Case Margin On Standard Cost (%) (Current) Shows margin percentage between standard cost and case price (current).
Case Margin On Standard Cost (%) (DD/MM/YY) Shows margin percentage between standard cost and case price for selected date.
Case Margin On Standard Cost (Current) Shows margin value between standard cost and case price (current).
Case Margin On Standard Cost (DD/MM/YY) Shows margin value between standard cost and case price for selected date.

Deactivate Customer Delivery Addresses

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 30/07/2025

A new option allows individual Customer Delivery Addresses to be flagged as inactive, helping keep address records clean and relevant. Once an address is marked inactive, it will no longer be available for selection during order maintenance. For systems linked to axis vMerchant, deactivated delivery addresses will also no longer be published for selection at the checkout.

This change reduces the risk of selecting incorrect or obsolete addresses and helps keep address lists easier to navigate.

Copy Asset option from Asset Monitors

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Assets module

Release Date: 30/07/2025

Customer Assets monitor tabs now include a context menu (right-click) option, ‘Copy Asset’, for users with appropriate security permissions. This allows users to quickly duplicate an existing asset, carrying over key details like descriptions, categories, and configurations. It is ideal for repeated installations or when onboarding similar equipment for a customer. The serial number is excluded in the copy. Custom data fields are copied based on their 'copyable' flag, which controls whether each field should be included in the copy. This is especially useful in cases where some asset details, such as access notes, are specific to the original and should not carry over. It allows faster, more accurate asset setup whilst maintaining flexibility where needed.

Automatic Stock Data Sheets For Sales Orders Acknowledgements

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 19/06/2025

Stock Data Sheets may now be incorporated into sales order acknowledgements.

When a Stock Item has a Data Sheet PDF, or on its Product Group for shared use, it may be automatically appended to the document. This was previously available for quotations but has now been extended to sales orders.

This can help with compliance and reduce the need for manual intervention and is ideal for COSHH information, installation instructions, and general product specifications.

This functionality is controlled by a parameter in Maintain SOP Parameters:

If you want data sheets to be included for lines that are suppressed by sub totals, also tick Print Data Sheets for suppressed lines. This enhancement has also been added to the Quotation data sheet options.

Lifecycle Fields for ICT Asset Service Management

Available to Software Assurance customers with axis diplomat 2024 or above and the ICT Asset Service Management module

Release Date: 11/06/2025

The ICT Asset Service Management module has been enhanced to add two new fields to axis diplomat stock records to help track a product's lifecycle. These fields are Manufacturer End-of-Sale Date and Manufacturer End-of-Support Date. These fields allow you to record key product lifecycle milestones directly against stock records, supporting proactive asset management and standards compliance (for example Cyber Essentials).

These new fields are fully integrated into monitors, giving users the ability to filter and report on both Stock Items and Customer Assets based on these dates. This makes it easy to identify stock linked assets that are no longer supported or are approaching end-of-sale, helping businesses plan ahead, manage risk, and meet compliance goals.

For more information:

https://documentation.axisfirst.co.uk/ict-asset-service-management/articles/21303

More Stock Availability Information in Sales Order Maintenance

Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch Quantity Recording module

Release Date: 08/05/2025

Sales Order Maintenance has been enhanced to provide greater visibility of stock availability when entering or amending sales orders and quotations. Additional columns can now be displayed on the Item Details tab, helping users to make better informed decisions more easily when processing customer orders.

The function now includes the following additional columns:

For businesses using despatch quantities, the Available Stock figure provides a more accurate indication of stock that is genuinely available to fulfil customer demand, taking existing allocations into account.

New Contact Columns in Customer Assets Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Assets module

Release Date: 07/05/2025

Six new columns have been added to Customer Assets monitors, giving visibility of key contact details for each asset. For both the Asset Manager and the Asset User, columns for their Email, Telephone Number, and Mobile Number are now available. Please note that these columns are not enabled by default but can be added to a Customer Assets monitor by right-clicking on the column headings and selecting "More...".

In addition to being a convenient tool when contacting specific individuals about a particular asset, augmenting the information available on Customer Assets monitors also opens up valuable opportunities for targeted marketing and customer engagement and could even be used to populate CRM Campaigns

For more details on customer asset monitors see My Monitors – Customer Assets Monitor.

Improved Sales Document Audit Trail

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 16/04/2025

When a sales document, such as a quotation, is copied, both the new and original documents now include detailed audit trail entries.

The newly created document displays the source (for example, "Quotation copied from document 544862") and the original document now also shows that it was copied and the reference of the new document, such as "Copied to Quotation 654321".

This update makes it easier to identify related documents and track document history, particularly when reviewing or correcting issues in an original document that may be a replicated elsewhere.

Print Proforma (Quote) from Data Lists

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 16/04/2025

A customer quotation may be used to create a proforma invoice and this can now be accessed from the scrolling data list in either the Quotations tab of Customer Enquiry or a Quotations monitor tab.

For more information:

https://documentation.axisfirst.co.uk/Proforma-Invoice/articles/21797

Urgent Notes for Assets

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Assets module

Release Date: 16/04/2025

Customer Assets may have notes, which enable you to record any information that you wish against individual assets. This has been enhanced to allow the notes against specific assets to be marked as Urgent.

When an asset has an urgent note, the Asset Enquiry screen will now display an urgent notes dialog. Users must acknowledge this dialog before proceeding with the enquiry, ensuring that key details are not overlooked.

In addition, when linking an asset to a CRM call, Service Contract, or Workshop Job, any urgent notes associated with that asset will also appear automatically.

Defer Call Button in CRM Events

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 19/02/2025

A new Defer button has been added to the Call Event window when updating CRM Telesales Calls. This allows a user to postpone a call until a later time without closing the event.

Users often need to record an interaction and then defer the follow-up until a more appropriate time. This can now be done in one operation.

Outstanding Items Margins on Sales Order Monitors

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 20/01/2025

Three new columns have been added to Sales Order monitor tab types to improve visibility of margins on unreleased items. These columns focus specifically on outstanding sales order lines.

The new columns are:

These additions help sales, finance, and operational teams better assess the profitability of pending sales to set priorities or identify issues.

Additional Columns in Sales Business Intelligence Stock Tab

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 09/01/2025

Sales Business Intelligence has been enhanced to allow more insight into your business performance by adding new columns to the Stock tab for Stock Attributes, enabling you to sort, filter, and analyse sales data in more ways.

You can define up to ten custom attributes, such as size, colour, material, or any other classification relevant to your business, and now see this information against stock items listed within Sales Business Intelligence.

Suppress Sub-Totalled Items from selected documents

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 18/12/2024

The Sub-Total functionality in Sales Order Processing now includes the option to suppress sub-totalled lines from selected documents.

This ability is controlled by an overall system parameter on the Documentation (cont.) tab of Maintain Sales Ledger Parameters:

Once set, individual document types can be configured to suppress sub-totalled items. For example, to suppress sub-totalled items from Quotations, set the parameter within Quotations Settings, from the Documentation tab of Maintain SOP Parameters:

Quotation with Sub-Totalled Lines not suppressed

Quotation with Sub-Totalled Lines suppressed

As can be seen from the examples above, this can simplify documentation, focusing on sub-totals when the individual components are of little or no interest to the customer.

For more information:

https://documentation.axisfirst.co.uk/Sub-Totalling-in-Sales-Ledger-Document-Entry/articles/20735

CRM Call Category Element Sort Options

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 12/12/2024

When using Call Categories to analyse CRM calls, the ‘Call Elements’ by default, can now be listed numerically, sorted by the element's code number, or alphabetically, sorted by the element's description.

This parameter can be set separately for each Call Category:

This is particularly useful for Call Categories that have long lists of elements, since it makes it easier for the operator to find the correct option:

Multi-Select in Calls Monitor

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 11/12/2024

Managing Call lists can now be done more easily from within a Calls Monitor tab with the new ability to multi-select calls for block amendment.

You can select a contiguous range of entries by clicking on the first row and then clicking on the last row whilst holding down the Shift key. Alternatively, you can select non-contiguous rows by clicking on each individual entry whilst holding down the Ctrl key. You can also select all of the entries displayed by using Ctrl A.

In each case, a right-click will open the context menu offering the option to ‘Block Amend Calls’.

The block amendment function allows modification of the call classifications, responsibility, status, type and level.

Additional Options in Customer Price Feed Delivery

Available to Software Assurance customers with axis diplomat 2024 or above and the Customer Price Feed Delivery module

Release Date: 11/12/2024

A number of additional options have been added to the specification of customer price feed files:

Exclude Items With Zero or Negative Stock

It is now possible to create customer price feed files that only include items that you currently have available.

Supplier Stock Level by Individual Supplier(s)

You can now specify a list of suppliers to include in stock availability figures. Any available stock with other suppliers will be ignored.

‘Has Stock’ Indicator

If you wish to provide a customer with an indication of whether a particular item has stock available without actually specifying a stock on hand figure, you can now include a simple Yes/No column. The column can contain whatever text you wish, for example "Y" and "N", 0 or 1, "Available to Order", "Currently Out of Stock", etc.

Fixed Text

You can now specify a column that contains fixed text which will be used for every stock item (i.e. the same text will appear in that column on every row).

Custom Row Sorting

You can now define the order in which items appear in the customer price feed file.

For more information:

https://documentation.axisfirst.co.uk/customer-price-feed-delivery/articles/29587

Customer Account Charity Number

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 22/11/2024

A new field has been added to Customer Accounts to record a Registered Charity Number. The new field can be found on the Account Details tab of Customer Enquiry and there is also a Lookup button to check the charity number against the Charity Commission register of charities.

Additional Barcode Columns in Sales Order Maintenance

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 07/11/2024

The Sales Order Maintenance function has been enhanced to include additional columns on the Item Details tab for additional references and barcodes:

These additional columns make it easier to review, check and analyse product information relating to customer orders. The fields, alongside existing sales order information, can then be exported using the standard export facilities, providing a simple method of supplying order-related barcode and reference information to customers, third-party systems or internal departments.

Purchase Ledger & Purchase Order Processing

Additional Domains in Supplier Search

Available to Software Assurance customers with axis diplomat 2024 or above and the GFI Archiver Interface module

Release Date: 29/05/2026

The Supplier Search function has been extended to support searching by additional domain names associated with suppliers. This allows users to locate suppliers that use multiple website or email domains.

This is particularly useful when dealing with organisations that have a trading name that is different to their business name or have multiple trading identities.

When a supplier account is found through an additional domain, the search results now indicate this by displaying a Match Type of Domain.

Exclude Accounts with Balances from Automatic Payment Allocation

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 04/12/2025

The Automatic Payment Allocation function has been extended to provide an option to 'Exclude accounts with balance'. This allows the function to be run so that it only deals with allocations on accounts that have a zero value outstanding balance. Those with non-zero balances can then be reviewed manually afterwards to assess what allocations need to be made.

Document Substitutions in Email Templates

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 13/11/2025

Document substitutions that were previously only supported in sales document emails are now supported in purchase ledger and purchase order processing emails as well.

This means that any email that is generated by the system to deliver a document to a supplier can now include substitutions for any of the fields relating to the document, such as the document number, as well as the contact details for the person sending the document.

Document Designer Goods Received and Return Notes

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 30/10/2025

Document Designer versions of the Goods Received Note and Goods Returned Note documents are now available. These new templates allow users to fully customise the layout, wording, and fields shown on each document, providing flexibility to match internal processes and corporate branding.

Both templates are available from:

Maintain POP Parameters > Document Parameters tab > Goods Received / Returned Print

Selecting Document Designer enables the Settings button, allowing users to view available merge fields, edit the design, and control document appearance through the familiar Document Designer interface.

When printed, both documents automatically create an audit trail event, recording the user, date, and time of printing for complete traceability.

This enhancement brings Goods Received and Goods Returned documentation in line with other purchasing and stock-related stationery, allowing a consistent, familiar design across the purchasing workflow.

Additional Column in Stock Transaction Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Purchase Delivery Advice module

Release Date: 30/07/2025

A new Delivery Reference column has been added to Stock Transactions tabs in Monitors. This is available for applicable purchase order and goods received transactions and provides a direct link between the stock receipt transaction and the associated Purchase Delivery Advice.

By using the new column with the standard sorting, filtering and export facilities, it is now easier to group and analyse transactions relating to a particular purchase delivery.

Bulk Close Purchase Orders from Monitors

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 30/04/2025

Users are now able to close multiple purchase orders in one action via multi-select within Purchase Order, Purchase Order Items, or Purchase GRNI monitor tabs. Multiple entries can be selected by using Shift+Click to select a range or Ctrl+Click for individual entries. Ctrl+A selects all visible rows, which is ideal when filters have been applied to limit the selection of purchase orders shown.

Once selected, right-click to access the Close Purchase Order option. An audit trail event is created on each purchase order to provide a clear history of changes.

Access to this functionality is controlled by the Security Permissions of the user.

Import Supplier Status

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 16/04/2025

The Import Supplier Records function has been extended to allow new or existing supplier accounts to be flagged as Closed or Prospect. Two new fields have been added to the Supplier Fields Page 3 tab:

The Export Supplier Records function has also been extended to include these two settings as additional columns in the standard layout:

Stock Ledger, Bill of Materials & MRP

Supplier Stock in Stock Monitor

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 01/06/2026

The Stock Items monitor tab has been extended to include the following fields:

These fields provide immediate visibility of supplier-held stock alongside existing stock information, making it easier to assess product availability and make informed purchasing, sales and fulfilment decisions.

The supplier stock figures shown exclude quantities held against supplier records that are considered out of date according to the standard supplier stock age calculation. This helps to ensure that displayed stock levels remain relevant and reliable.

Printing Works Order Document Status Codes on Documents

Available to Software Assurance customers with axis diplomat 2024 or above and the Compact MRP module

Release Date: 19/05/2026

The Works Order Document Status (description and/or code) is now available to incorporate into works order documents within the template designer.

Scripts can also be used to switch between different document templates, depending on the current status of the Works Order. This would mean, for example, that there could be a completely different layout for Works Orders that have a status of "In QC", perhaps including boxes for recording test results and a signature for the tester.

Discontinued Column in Where Used tab

Available to Software Assurance customers with axis diplomat 2024 or above and the Bill of Materials module

Release Date: 24/03/2026

The Stock Enquiry function has been extended to include a Discontinued column.

This can help identify components that may no longer be required because the assemblies that they are used in are now discontinued.

Suppress Custom Build Items from Documents

Available to Software Assurance customers with axis diplomat 2024 or above and the Custom Build Assemblies module

Release Date: 30/12/2025

A new option, configurable on an assembly-by-assembly basis, allows control over whether the custom build option list items themselves will appear on sales documents such as quotations, sales orders and invoices. When set, only the individual components which comprise the custom build will be shown on documents.

Works Order Column for Master Traceable Batch

Available to Software Assurance customers with axis diplomat 2024 or above and the Stock Transaction Traceability module

Release Date: 12/12/2025

For those with both the Compact MRP and Stock Transaction Traceability modules, the Works Order Monitor has been enhanced with a new Batch / Serial No column, providing immediate visibility of the traceability information associated with a Works Order.

The new column displays the relevant batch or serial number information throughout the lifecycle of a Works Order, including reservations, picks and issues. Where material is associated with multiple batches, all applicable values can be displayed using the monitor's multiline functionality.

By making traceability information available directly within the monitor, users can review production requirements, identify the batches allocated to a Works Order and build production-focused monitor views without the need to open additional enquiries.

Import Stock Custom Data Schemas

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 27/11/2025

Custom Data Schemas are especially useful for Stock items, where it is possible to have hundreds of custom data fields across many different product types.

Creating all of these data fields is now potentially much easier by allowing import from a file, either an Excel spreadsheet or a comma-separated (CSV) or tab-separated (TSV) text file.

This facility has also been made available on all other forms of custom data, including Customer, Supplier, Nominal and, for those with the appropriate module, Customer Assets.

Return Unused Components from Works Order Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Compact MRP module

Release Date: 07/11/2025

A new right-click option has been added to the Works Order Monitor, allowing users to return unused materials without first opening the individual Works Order.

This provides a quicker and more convenient method of handling excess components during production by reducing the number of steps required to update stock levels.

Purchase Delivery Information in Stock Enquiry

Available to Software Assurance customers with axis diplomat 2024 or above and the Purchase Delivery Advice module

Release Date: 12/08/2025

The Transactions tab within Stock Enquiry has been enhanced to provide clearer links between goods receipt transactions and the associated Purchase Delivery Advice. A Delivery Reference column is available for applicable purchase order and goods received transactions.

A new Purchase Delivery Enquiry option is also available from the right-click context menu. This allows users to open the associated Purchase Delivery Advice directly from a relevant transaction without having to locate the delivery separately.

The supplier’s delivery note reference is shown separately as the Delivery Note Number, making it clear which value identifies the supplier’s document and which identifies the Purchase Delivery Advice within axis diplomat.

Delivery Reference Column in Stock Transactions Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Purchase Delivery Advice module

Release Date: 12/08/2025

On systems with the Purchase Delivery Advice module, Stock Transactions monitor tabs now include an additional column showing the Delivery Reference (for Goods Received from Supplier transactions):

Transfer All Location Stock

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 25/07/2025

An all-new Supervisor function has been added, 'Transfer All Location Stock'. This enables the efficient and controlled movement of all stock, including traceable items, between locations whilst maintaining full transaction history.

The function automates key checks, including identifying open documents, such as outstanding sales or purchase orders, that may prevent transfers and ensures valid bin assignments at the receiving location. It also handles locked records without interrupting the batch process, making it a true multi-user function. Furthermore, if a stock item is not active at the destination, it is automatically activated. Users can also assign adjustment reasons, enter batch references for traceability, and generate detailed reports for audit and review using the existing functionality of a stock transactions monitor.

This functionality is particularly useful in operational scenarios such as full warehouse moves, site closures, or warehouse reorganisation projects where large volumes of stock need to be relocated. It ensures that transfers are processed accurately, with minimal manual intervention and a clear audit trail.

For more information, please refer to the function help Transfer All Location Stock

Delivery Note Column in Stock Enquiry

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 16/07/2025

The Transactions tab within Stock Enquiry now includes a dedicated Delivery Number column specifically for GRN (Goods Received Note) transactions. This addition allows you to quickly reference the supplier’s delivery note number directly from the Stock Transactions tab without the need to open individual transaction records.

Move Whole Bin Contents within Location

Available to Software Assurance customers with axis diplomat 2024 or above and the Multi Location Multi Bin Stock module

Release Date: 11/06/2025

The function Stock Movement Between Locations has been extended to include a new option.

The Whole Bin Contents option supports the movement of all stock items from one bin to another within the same stock location. This option is triggered when the selected ‘From’ and ‘To’ locations match, making it ideal for internal warehouse reorganisation, such as adjusting pick paths due to seasonal changes or stock turnover patterns. The batch interface enables users to initiate a session, scan or enter the source bin, and confirm quantities for transfer in a single action, with optional document reference updates. The process validates bin-level stock availability, enforces same-location constraints, and supports barcode scanning, including composite Location/Bin labels.

Filtering Monitors by Customer or Supplier Prices

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 08/05/2025

Two new filter options have been made added to all monitor tab types that can be filtered by Stock. The new filters, Price Exists For Customer and Price Exists For Supplier, allow you to enter an account number and view only stock items that have a matching price list entry. By combining this with other filters you could, for example, produce a monitor listing all of the items for which a specific customer has special pricing but which are not published to your website (and which they therefore could not purchase online).

Additional Reference Matching in Import Stock Details from CSV

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 10/03/2025

In addition to matching items in the file to existing stock items by Stock Reference, Alternative Reference and Supplier's Reference, the Import Stock Details from CSV function also supports matching by Manufacturer's Reference and any of the Barcodes that can be held against a stock item.

For example, this import will attempt to match column 1, the ProductID, to an existing stock record's Stock Reference. If it does not find one, it will attempt to match column 6 to a stock record's Manufacturer's Reference. If it does not match an item it will then attempt to match the barcode from column 7 of the import file. Only if it then fails to find a match will it create a new stock record.

Import Stock Details from CSV Profiles

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 10/03/2025

The function to import stock records from CSV files has been extended to support profiles.

Profiles allow you to save all of the field matching for future use. If, for example, you regularly get an updated product file from a supplier, you can set up the criteria to map that supplier's file to the axis diplomat stock record fields once and save as a profile. That means that you never need to specify all of the selection criteria again unless the supplier changes the format of their file.

Furthermore, the profiles are shared across all users so that, once set up, the profile can be used to import that format file by anyone.

This example shows creating a new profile called "GOLD" that can be used in the future to import updated product files in the same format.

Stock Record Block Amendment

Available to Software Assurance customers with axis diplomat 2024 or above

Release Date: 15/01/2025

The Stock Record Block Amendment function has been modified to include an additional field for "Delivery Item".

The Delivery Item is a checkbox seen on the Pricing and Costing tab of a Stock Record and is used to indicate items used as delivery charges that can be zero VAT-rated for orders consisting entirely of zero VAT-rated items. This option is only available for items classified as either a service or a directly related service and so items classified as goods will not be updated.

Assembly Audit Trail

Available to Software Assurance customers with axis diplomat 2024 or above and the Bill of Materials module

Release Date: 13/12/2024

When an assembly record is edited, an Audit Trail event is now created which can be viewed on the Audit Trail tab within the Assembly Enquiry function.

You are able to edit a sub-assembly whilst working on a higher-level assembly. For example, if you modify component EGPLACC2, within the context of the assembly EGPLPTK01, the Audit Trail will record an event "Amended component EGPLACC2 whilst maintaining EGPLPTK01." This feature makes it easy to track how and when changes were made.

Warehouse Management

Age Restricted Products

Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch & Delivery Management module

Release Date: 15/07/2026

For systems with Despatch & Delivery Management, the ability to flag a stock item for 'Age restricted sales' has been added.

This ensures that deliveries containing these items can only be consigned using services that provide age verification at the point of delivery.

Functions which provide delivery method selection (such as Import eBusiness Orders, Sales document maintenance functions, Delivery creation, Picking/Pack & Despatch and Consignment, including ‘best’ calculations), filter Delivery Methods according to age verification requirement. If any stock item on the order or delivery is flagged as requiring age verification then only Delivery Methods mapped to services which support verification will be available.

Additional Information in Delivery Enquiry

Available to Software Assurance customers with axis diplomat 2024 or above and the Delivery Service Provider Interfaces Foundation module

Release Date: 19/05/2026

A number of additional columns have been made available within the Delivery Items tab of Delivery Enquiry. This improves the visibility of customs, dangerous goods, and VAT-related information.

The following columns have been added:

This enhancement gives users faster access to key delivery item information without needing to move between multiple functions and is especially useful for businesses handling export, customs, dangerous goods, or VAT-sensitive goods.

Auto pick sales order for faster paper-based picking

Available to Software Assurance customers with axis diplomat 2024 or above and the Warehouse Paper-based Sales Order Picking module

Release Date: 10/02/2026

A new parameter, Auto pick sales order, speeds up paper-based picking by automatically picking eligible items as soon as you enter the picking function. When this option is enabled, all non-traceable items on the selected order are automatically picked on entry, so the user can go straight to printing paperwork or reviewing exceptions instead of picking each line manually.

This is ideal where the majority of items do not require serial or batch tracking and where the picking team works from printed documents. It reduces keying effort, helps keep picking consistent and supports higher throughput in busy warehouses.

The Auto pick sales order parameter is available for locations that are not multi bin. For multi bin warehouses, standard picking controls remain in place and items continue to be picked manually through the existing process.

Pick sales orders directly from Customer Enquiry

Available to Software Assurance customers with axis diplomat 2024 or above and the Warehouse Paper-based Sales Order Picking module

Release Date: 10/02/2026

A new context menu (right-click) option has been added to make it easier to pick sales orders directly from Customer Enquiry. When you highlight an order on the Orders tab, or an individual line on the Outstanding Order Items tab, you can now use the new Pick Sales Order option.

Whether you are preparing a delivery for picking by consolidating items from multiple sales orders for the warehouse to pick using a paper Delivery Note, or mirroring annotated paperwork that has come back from a warehouse, the system can be configured to suit your requirements using SOP Parameters.

Customs Summary Tab for Delivery Enquiry

Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch & Delivery Management module

Release Date: 10/02/2026

A new summary tab has been introduced to the Delivery Enquiry showing the quantities, values, weights, and volumes of items in the delivery, grouped by Country of Origin and Commodity Code/TARIC Code.

This gives users an at-a-glance, consolidated view, removing the need to analyse data line-by-line when preparing customs, compliance, or management reports.

Delivery Note Scanning for Goods on Account

Available to Software Assurance customers with axis diplomat 2024 or above and the Despatch & Delivery Management module

Release Date: 20/11/2025

The Attach Documents function has been enhanced to support Goods on Account (GOA) Delivery Notes, extending the document scanning and processing capabilities previously available for Sales Orders. Users can now automatically attach scanned Proof of Delivery (POD) documents to GOA deliveries and, where appropriate, generate invoices directly from the associated GOA booking.

The function monitors a user-defined folder for scanned PDF documents and identifies the relevant delivery using information contained within the document filename. Once identified, the scanned document is automatically attached to the corresponding GOA delivery record, removing the need for manual document filing and retrieval.

For customers who do not use consolidated invoicing, the attached delivery notes can be used to automatically initiate the invoice creation process from the associated GOA booking. This helps streamline the transition from proof of delivery to invoicing, reducing manual administration and accelerating billing activities.

This enhancement extends the benefits of delivery note scanning beyond Sales Orders, providing a streamlined and efficient process for businesses using Goods on Account deliveries.

Confirm Shipping Labels and Delivery Documentation

Available to Software Assurance customers with axis diplomat 2024 or above and the Delivery Service Provider Interfaces Foundation module

Release Date: 24/01/2025

An enhancement to Delivery Service Provider (DSP) interfaces adds the option of including a prompt for users to re-scan delivery labels during the consignment process to verify that the correct labels have been used. This helps to reduce the risk of picking up incorrect labels, particularly when using shared printers.

A prompt requests that the user scans the barcode from the Delivery/Picking Note:

This then displays the expected number of labels, prompting the user to scan the shipping label barcodes:

Verification against the shipping details occurs in real-time, providing auditory feedback for mismatched or confirmed labels. This process is specifically designed for multi-package consignments involving shipping containers.

The setting, Enforce scan of package/pallet label, can be set for specific Delivery Methods using the function Maintain Delivery Methods.

Net Value now in Delivery Enquiry Containers Tab

Available to Software Assurance customers with axis diplomat 2024 or above and the Shipping Containers module

Release Date: 24/12/2024

A new column for Net Value has been added to the scrolling data list within the Containers tab of a Delivery Enquiry.

New Shipping Containers Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Shipping Containers module

Release Date: 24/12/2024

The Shipping Containers option extends the information recorded for each delivery that you send to a customer by capturing detail on each individual container (package) within the delivery. Typically, containers are added during the picking and/or packing process - either automatically, based on the Delivery Service, or through scanning, allowing items to be picked and scanned directly into their respective containers.

A new monitor tab, 'Shipping Containers', enables you to view, manage, and organise container-related information, including Delivery Methods and Delivery Addresses, within a single list. The right-click context menu provides quick access to further details, such as Delivery Enquiries, Container specifics, Stock levels, or Customer Enquiries. Additionally, it allows you to modify settings or input any missing information highlighted by the monitor.

Scan Delivery Note during Despatch

Available to Software Assurance customers with axis diplomat 2024 or above with Warehouse Management

Release Date: 31/10/2024

A new system parameter has been added to force scanning of the Delivery Note printed as part of the despatch process once a Delivery has been picked.

This is designed to ensure that the user packs the correct Delivery Note with goods as they are despatched when in a busy warehouse environment where printers may be shared between multiple pickers.

The parameter can be set on a user-by-user basis using the Stock tab of the Amend User Defaults function.

Service Contract Management

Override Special Instructions in Create Invoices for Contracts

Available to Software Assurance customers with axis diplomat 2024 or above and the Service Contract Management module

Release Date: 19/05/2026

A new option has been added to the Create Invoices for Contracts function to override Special Instructions. When selected, this text replaces any existing special instructions held against the individual contracts on all of the generated invoices.

This provides a useful mechanism for adding temporary or release-specific customer messages, such as reminding customers of up-coming price changes, revised terms, or other important service information.

Additional Options when Creating Invoices for Service Contracts

Available to Software Assurance customers with axis diplomat 2024 or above with Service Contract Management

Release Date: 02/06/2025

The function Create Invoices for Contracts has been extended to add additional filtering, allowing an invoice run to create just those invoices for contracts in a specific Contract Group and/or a specific Contract Type.

This is particularly useful in conjunction with the ability to override special instructions since it allows one-off messages to be added to the invoices for a specific type of contract.

Projected Revenue for Service Contracts and Service Contract Requests

Available to Software Assurance customers with axis diplomat 2024 or above and the Service Contract Management module

Release Date: 16/01/2025

Whenever a Service Contract or Service Contract Request is created or modified, the system will now automatically calculate and record two years' of projected (future) revenue (one projected transaction for each billing period e.g. monthly, quarterly etc.). The projections will take account of the start and end dates on individual contract lines and so illustrate how a contract's revenue is expected to change over time.

These projections can be shown on the Transactions tab of a Service Contract (or Service Contract Request) Enquiry by ticking the option "Include Projected Invoicing."

Projected Invoices will also take account of future price changes when Date Specific Service Contract Pricing is in use.

Additional Filters in Service Contract and Service Contract Items Monitors

Available to Software Assurance customers with axis diplomat 2024 or above and the Service Contract Management module

Release Date: 01/01/2025

The monitors tabs for 'Service Contracts' and 'Service Contract Items' now have an additional filter to allow the analysis of Deleted Contract Lines and Deleted Contracts. This is particularly useful in conjunction with two other new axis diplomat 2024 Service Contract Monitor features:

Create Deleted Contract Items - Used to analyse archived transactions from the past 25 periods and recreate critical historical data related to deleted contract lines and service contracts.

Calculate Projected Revenue - The projected revenue takes into account both existing and planned future invoicing to give a complete picture of the expected income from service contracts.

Workshop Job Management

Auto-Pick Product items at Create Invoice for Job

Available to Software Assurance customers with axis diplomat 2024 or above and the Workshop Job Picking module

Release Date: 11/12/2025

A new parameter helps streamline the point at which a Workshop Job is invoiced. When enabled, any product (non-stocked) items that have been added to the job but not yet picked will be automatically picked at the moment you raise the invoice.

This allows the workflow to keep moving without forcing the user to stop, open extra screens or reconcile missing picks at the end of the process. It is especially helpful in busy workshops where physical parts are added and picked for the job and then labour and subcontract work are added in stages while the job progresses.

In many workshops, staff add the physical parts first, then add labour using product codes for analysis. With the new auto-pick option, admin time is reduced and the need for subsequent invoices for missed items is also reduced.

New Notes Column in Workshop Job Monitor

Available to Software Assurance customers with axis diplomat 2024 or above and the Workshop Job Management module

Release Date: 29/04/2025

A new column has been added to Workshop Job monitor tabs to display the content of each Workshop Job's Notes.

To view the full content, simply hover over the entry. Alternatively, use the ‘More’ option from the context menu (by right-clicking on the header) to expand the display and reveal additional lines of text and save your view settings:

axis payroll

Amend Driving Licence Details

Available to Software Assurance customers with axis payroll 2024 or above

Release Date: 11/12/2024

To assist with the HR task of maintaining records of employee’s driving licences, a new maintenance function is now available to allow the details to be updated without using the general Amend Employee Details function:

This allows you to take advantage of function-level privacy and security settings to restrict access to the more powerful functions so that the job of updating driving licence records can be delegated to more junior members of staff.

For more information:

https://documentation.axisfirst.co.uk/Amend-Driving-licence-details/article/146568

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