Parrot 26.1 and 26.2

System Enhancements Improve Contract Management and Credit Memo Handling

A series of recent updates have introduced significant improvements to contract and billing workflows, addressing both functionality and flexibility in financial operations.

Credit Memo Fixes and Enhancements

A critical issue that previously prevented credit memos from being posted when consumption lines were included has now been resolved. This fix ensures smoother processing in complex billing scenarios where both the credit memo and the related contract lines contain consumption data.

Additionally, a new field—Create Credit Memos for—has been added to the Contract Setup page. This allows users to specify whether credit memos should be generated from orders, invoices, or both when the amount to invoice is negative. The older Create Credit Memos field is now obsolete and will be removed in a future release. During upgrades, the new field will default to “Invoice” if the old setting was enabled.

Contract Header Flexibility

To support more tailored payment arrangements, a new Payment Terms Code field has been added to the Contract Header. This enables users to override the default payment terms set on the customer card. If left blank, the system will continue to use the customer card’s terms.

Improved Date Preview in Contract Setup

Users now have the ability to change the date used in the Date Preview FactBox on the Contract Date Setup page. Previously fixed to the first day of the month, this date can now be customized, making it easier to preview how date configurations will affect contract behavior.

Number Series Reliability

Two issues related to number series have also been addressed. One fix resolves problems encountered when using number series for contract items, while another corrects issues with relationship number series on contracts.

These updates collectively enhance the precision, control, and reliability of contract and billing operations, offering users a more robust and adaptable system.

Find out more about this and other functions in Parrot here.