Important Information

Minimum supported version of Microsoft SQL Server

The minimum supported versions of Microsoft SQL Server for Sybiz Vision 25 is 2017 (the same as the previous two versions). These compatibility levels are enforced with a message displaying on upgrade to version 23.00+ if the user’s minimum requirements fall outside of this scope prior to the database being upgraded.

We recommend that anyone upgrading their Microsoft SQL Server upgrades to the latest version available at the time, rather than to the minimum supported version, for not only greater longevity but also better performance capabilities.

Native Support for ARM processors

Take advantage of the faster, less resource-hungry ARM processors from Sybiz Vision 25.01.

Web API requires upgrading

Web API requires upgrading to the latest version (3.00) when upgrading Sybiz Vision 25.00 due to new security restrictions in place and other technology updates.

Operating system compatibility

Certain older operating systems (Microsoft Windows XP, some versions of Microsoft Windows Vista and Microsoft Server 2003), Microsoft SQL Server (2008, 2008R2, 2012, 2016), and Microsoft Windows Server 2012 are not compatible with Sybiz 25.00 — if uncertain consult your Authorised Business Partner prior to upgrading. Microsoft Windows 11 is supported for Sybiz 25.00 with compatibility extending to some other later versions of Sybiz solutions.

Tracking robustness

Serial and lot tracking has been overhauled to restrict the ability to perform actions that are not in keeping with proper stock management practices. Products with tracking in a corrupt state can be addressed via stock take.

Report refresh

A new layout is being rolled out to reports with the basic list reports having a freshen up in Sybiz Vision 25.00.

25.10

Web API requires upgrading

Web API requires upgrading to the latest version (3.00) when upgrading to Sybiz Vision 25.10 due to technology updates.

DevExpress upgrade

Version 25.10 of Sybiz Vision utilises DevExpress version 25.1.2.0.

New Features

Open items from dashboard

The standard dashboards now support opening the enquiry screen or transaction from the relevant grids. Custom dashboards can also be extended to support this additional behaviour. (CR2404-3558)

Keep your database tidy by removing old content

Archived customer statements can be removed from the system by using Cleanse Statements in the Debtors module. (CR2308-2478)

New Stock Journal transaction

A new Stock Journal transaction now allows for financial modification of stock that you currently have on hand. Examples include revaluing existing stock, adding landed costs after delivery, etc. (CR2404-3476)

Easier setup for posting systems

The posting system has been made easier to set up consistently with the requirement to pick a posting system per database, either periodic or accrual. The option selected will change the options presented and which accounts are mandatory when setting up product group, product location, job group, job cost centre, job stages and service group posting accounts. (CR2404-3486)

More control over suggested purchase orders

A temporary adjustment to the days to deliver in suggested purchase orders can now be made. (CR2404-3487)

Visualisation of sales price changes

A new chart is available from the product enquiry screen showing sales price changes over time. (CR2407-3863)

Vision mobile app upgrades

Service app enhancements

The Service app has received a number of upgrades, including the inclusion of alternate contact numbers in details area in addition to the main phone number (CR2408-3982), enhanced visibility of service item notes (CR2408-3932), and the ability to process purchase orders within the Service mobile app. (CR2407-3895)

The Jobs app can now handle jobs for customers who use a foreign currency. (CR2408-3925)

The Purchase app can now approve purchase requisitions featuring all line types. (CR2406-3797)

25.01

Send SMS messages to customers

SMS is now available as a communication method to customers.  Vision can be configured to work with SMS service providers. (CR2404-3549)

25.10

Natively send SMS messages to customers

SMS functionality has been extended to utilise SMS via WebAPI endpoints in addition to the Breakpoint Helper method. (CR2502-4446)

Finer control over postings based on Store setting

A new sales transaction property called Store allows inventory revenue and cost of sales automatic postings to be nominated by the transaction instead of by the inventory location. (CR2404-3485)

Greater functionality in Suggested Purchase Order Wizard

Suggested Purchase Orders have been extended to cover Job and Service movement through a new "Movement Type" option. The default is to include Sales transactions, but now users can chose to include job costs, and service actions and associated transfers. (CR2412-4253)

"Include Outstanding Transfer Orders" has also been added to Suggest Purchase Order options; it is not selected by default and contains a date option to provide flexibilty as to how far into the future to look for outstanding transfers. Outbound transfers that are outstanding to other locations, jobs or service for the suggested quantity calculation are visible in the Transfer Order Quantity column. Imbound transfers into a location are always calculated as if they were a purchase order for calculation purposes to prevent over-purchasing stock. (CR2412-4266)

Custom grid support in consolidation companies

Custom grids, analytics and dashboards are now available in a consolidation company with page/ribbon type restrictions appropriate to the user interface. (CR2502-4395)

Additional web-focused product information extensions

Products now contain an Attributes tab containing additional fields for further product information to assist with website-based functionality and ecommerce integrations.

Enhancements

The application log will now record when a number of wizard processes are run, making it easier to identify what processes created or updated records. (CR2406-3737)

Changing the description of an assembly component will create a new version of the assembly. (CR2406-3722)

An assembly can be used in a manufacture return transaction irrespective of the “explodable on return” setting. This setting alters the behaviour of the assembly in a sales return or when used as a component of another assembly. (CR2406-3723)

Creating a new financial year now requires the user to confirm the intention. This will prevent the accidental creation of a new financial year (CR2405-3661)

Users can now open the enquiry screen of alternate products from the alternate products list in the product enquiry. (CR2402-3063)

Added support when creating or connecting to a SQL server to support encryption options. The default settings have not changed (CR2404-3559)

The meter reading enquiry screen has been improved with reference and description values for more transactions and the ability to open the transaction (CR2405-3563)

Customer and supplier trading names have been extended to 100 characters; standard reports are still designed to only work with 50 characters (CR2403-3407)

Deleting a newly created manufacture work order is easier and directly accessible from Manufacture Work Order grids (CR2404-3436)

Removing a line in Manufacture Work Order that was linked to a Sales Order will make the sales order reappear in Manufacture Sales Order grid so a separate Manufacture Work Order can be created  (CR2404-3445)

Serial tracked items can be searched from all branch locations, regardless of sale location (CR2308-2459)

The customer and supplier offset enquiry screen has been changed to only show transactions that have been offset and are sorted by transaction date. Unallocated transactions are still visible from the financial enquiry (CR2312-2962)

The Transfer Order transaction now supports ordering a transfer from a location to a service request. (CR2406-3759)

25.10

Purchase requisition reject reasons can now be defined. Their use is not mandatory, and there are no changes to behaviour on upgrade. Once activated, a reject reason is required to reject any requisition. Notes are still optional (CR2406-3771)

"New From" functionality added to right click context menus in standard maintenance grids. Custom grids also support "New From" on maintenance objects. (CR2501-4309)

A barcode scanner can be repeatedly used on sales pick transaction lines to increase the quantity picked by 1. Users can also find products by code if no matching barcode is found, and if no valid product is found in a sales pick, a beep sound is played. (CR2503-4513)

Serial number text can be entered on sales pick transactions, and is available in a new grid column called "serial numbers." The serial numbers are separated by a new line and not validated against any serial numbers in the system on the sales pick. Delivering from a sales pick will attempt to find matching available serial numbers and ignore those not found, requiring correct serial numbers to be added via normal methods. (CR2501-4328)

Dialog boxes that allow resizing will have a maximise button. Dialogs that aren’t modal will have a minimise button. Dialogs that cannot support the close button will render the button invisible instead of disabling it. (CR2407-3870) 

All deletion and inactive rules have been reviewed and improved to ensure more comprehensive coverage and to allow changes to customer and/or supplier groups when not linked to financial transactions. (CR2405-3597)

All mobile apps will auto focus when popup pages appear requiring user input. (CR2502-4435)

Service mobile app: Service requests have a tab for service item details that includes the service item notes (CR2408-3932). Service requests also now have a mobile number. All other master records in other Sybiz mobile apps have both telephone 1 and telephone 2 now available. These also better represent the corresponding field name within Sybiz Vision. (CR2408-3982)

Purchase mobile app: Support added for additional line types beyond IC. The app now supports GL, IC, JC, JS and SV line types. (CR2406-3775)

Purchase requisitions and purchase orders have delivery instructions on the transaction header page. (CR2502-4375)

Find panel behaviour changed to search customer and product text fields only for both supplier and customer special prices. (CR2409-4049)

Outstanding Sales Order grid can now be made sensitive to standard assemblies that have sufficient components to manufacture on delivery. (CR2411-4273)

Delivery date of a processed invoice can be changed via transaction correction at the header level. (CR2412-4235)

Allow resizing of more columns, especially date and check box columns when operating with a higher DPI setting. (CR2502-4412)

Service actions can be created via a ribbon button in the service invoice dialog; it will default the service request from the invoice. New lines can be added to the invoice by using the “Refresh Lines” button on the service invoice dialog. (CR2502-4434)

Sales orders can be configured to require the entire order to be deliverable by a single delivery in full, effectively blocking partial deliveries. A sales order that requires a single delivery also expects to be picked as a single transaction as well. (CR2503-4464)

Manufacture Order custom fields are available to the queued and process ready tabs independently. (CR2503-4492)

Header manufacture custom fields added to Outstanding Manufacture Orders. (CR2505-4651) 

Service Invoice Run wizard has an additional option to include $0 meter billing lines; the default is they remain unselected. An outstanding meter billing transaction management grid has also been created for better visibility of meter billings that haven’t been invoiced. (CR2503-4500)

Multiline memo editors that are displayed within a drop-down control will show “…” when multiple lines exist (CR2503-4508)

Breakpoint support added that allows any ribbon page that has no active buttons to be made invisible (CR2503-4511)

Custom grids will now open the product enquiry when configured as an assembly object type. (CR2503-4512)

Transfer order line custom fields flow through to transfer dispatch (CR2506-4698)

Assembly grid can now include product custom fields (CR2503-4522)

Changes made to Invoice and Credits enquiries in Service to display invoices involving advanced service requests. (CR2408-4118)

Other enhancements: CR2411-4273, CR2409-4043, CR2412-4260


Fixes & Improvements

25.10

  • Clarification in error reports when logging into the mobile apps via biometrics. (CR2406-3738)
  • High precision costs with high volatility can cause average cost discrepancies both visually and in postings. (CR2408-3968)
  • Resolved an inaccuracy with Suggested Purchase Orders related to Sales History for components for assemblies with multiple versions. (CR2501-4284)
  • Converted status removed from Cleanse Quote Wizard. (CR2502-4381)
  • Double clicking on a transaction in the saved transaction grid will now open the transaction. (CR2502-4389)
  • The comma character (,) is prevented from being used in product maintenance and product location import. (CR2502-4411)
  • Sales order line release available quantity reduces correctly with units of measure. (CR2502-4419)
  • Within the Stock App, status entry made consistent when navigating pick lines. (CR2503-4461)
  • The ellipsis in email settings will be made invisible when inapplicable. (CR2504-4565)
  • Fixes to product import for Sybiz Cloud users. (CR2503-4529)
  • When posting method is set to “not specific,” purchase invoices for job lines will now process correctly. (CR2502-4442)
  • In Suggested Purchase Orders, a disabled “Use Order Entry” checkbox will no longer use the order entry forward date and instead use the transaction date to determine which purchase orders to include for calculation. (CR2502-4444)
  • With manufacture on delivery, sales picks will allocate between components and already-built assemblies correctly. (CR2502-4451)
  • Delivery Method dropdown will behave predictably after Change Customer / Supplier function usage (CR2503-4472)
  • Invoice customer required on service item with meters (CR2503-4475)
  • Service Invoice can be enquired on from Customer financial grid (CR2503-4482)
  • Databases with lot numbers can be successfully converted. (CR2503-4486)
  • Finance charge for “alternative invoice customer” flagged customer records will no longer error (CR2503-4507)
  • Purchase Order automatically created from accepted requisition will succeed. (CR2503-4518)
  • Multiple assemblies for the same product can no longer be created from deactivated assemblies. (CR2503-4523)
  • NZ ASB export fields now mapped accurately. (CR2503-4539)
  • The Profit Brought Forward alternate code limited to 35 characters. (CR2503-4542)
  • Dragging and dropping an email from Outlook will automatically populate the details from the email. (CR2503-4548)
  • Disputed flag can be set against invoices. (CR2504-4554)
  • Other fixes and improvements: CR2504-4559, CR2504-4567, CR2504-4619, CR2504-4587, CR2504-4590, CR2504-4591, CR2504-4599, CR2504-4608, CR2504-4618, CR2505-4624, CR2505-4635, CR2505-4659

25.02

  • Minor fixes and improvements

25.01

  • Minor fixes and improvements

25.00

  • Include a refresh of tax code into the Update Customer/Supplier function: When using the Change Customer or Change Supplier button on a transaction, this will refresh and update all lines with a new tax code as expected. (CR2404-3520)
  • Changes have been made to the calculation of standard costed items to a higher decimal precision (CR2406-3735)
  • Users can now use Ctrl + C to copy individual cells from enquiry grids (CR2406-3739)
  • Non-Current Assets account values are now included in the Long Term Asset calculation in the Financial Position Dashboard (CR2406-3740)
  • Opening a cashbook from customer and supplier history enquiry screens has been restored (CR 2405-3685)
  • Saving a stocktake with lot numbers will no longer create excessive lot number quantities if saved then processed without closing (CR2406-3694)
  • The cost and charge columns on the Service Saved Transactions grid now display the expected values (CR2406-3695)
  • The Quick Receipt email template is now fully functional. (CR2406-3707)
  • The warning displayed when creating a new financial year works based on 5 years, instead of the previous 3. (CR2406-3717)
  • The assembly report does not create duplicate components lists in the standard report. (CR2405-3665)
  • Product location bin numbers have been standardised to not include an additional space when created by product maintenance dialog. (CR2405-3666)
  • Selecting a large number of bin numbers within the Stocktake Wizard now behaves as expected. (CR2405-3668)
  • When running or designing custom reports, you will not be prompted to save changes at unexpected times. (CR2405-3590)
  • Sales orders that have assemblies that need manufacturing and have items that are manufactured on delivery will now only include those requiring assembly on a Manufacture Work Order. (CR2404-3347)
  • Sales orders that have their assemblies full allocated will no longer appear for selection with the Manufacture Sales Order grid. (CR2404-3443)
  • Converting a Vision Classic database will now read the job costing and service ledger defaults as expected. (CR2404-3540)
  • Importing a depreciation book will return the correct percentage value on import preview. (CR2410-4064)
  • Improvements have been made to Service Invoice emailing. (CR2409-4028)
  • When processing and emailing an Advance Service, the correct email template will be used. (CR2408-3991)
  • A breakpoint has been added for ServiceInvoice CellValueChanged. (CR2408-3985)
  • Improvements have been made to transfer orders, including the ability to delete unused lines in the case of unavailable stock (CR2408-3936) and the ability to delete unused transactions. (CR2408-3935)
  • Stocktake report now includes products that don't have a base unit of measure. (CR2407-3881)
  • Software is now more responsive when importing and exporting data involving a large number of general ledger accounts (CR2407-3869)
  • In negative stock situations, the unit cost now takes into account special price and previous application of landed costs when calculating an estimated cost. (CR2406-3803)
  • The Deliveries and Returns tab on product enquiry will now display a Party Name. (CR2406-3758)
  • Transaction documents can be directed to multiple recipients after an invoice has been processed. (CR2310-2728)
  • Using the mass update wizard to change product posting methods no longer incorrectly errors if posting accounts are correctly configured (CR2408-3938)
  • Numerous other improvements included in the release: CR2409-4014, CR2409-4009, CR2408-3986, CR2408-3972, CR2408-3940, CR2408-3937, CR2407-3902, CR2407-3885, CR2407-3875, CR2407-3830, CR2407-3823, CR2406-3802, CR2406-3801, CR2406-3782, CR2406-3761, CR2406-3736, CR2404-3443, CR2402-3088.