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Release Version : 7.7.1602.05

Release Notes

Bug Fix : 47 change(s)

GXMantis: 011478

The issue with the "Suppress Zero Qty/Values" report configuration checkbox that didn't have any effect on

the report output has been resolved.

Odoo:

Stock Report Writer: Suppress Zero Qty/Values

GXMantis: 011477

The issue experienced with the ledger field being opened when scrolling beyond the last record has been

resolved.

Odoo:

Cash book "simple" screen input issue

GXMantis: 011406

If the user preference tick is on, the episode management screen will display when invoicing is done from

either Med Debs or the Diary.

Odoo: 53709

Epsiode screen does not pop up when billing from Diary

GXMantis: 011381

The issue experienced when opening an existing stock invoice has been resolved.

Odoo:

Stock Manager: Unable to open existing batch invoice

GXMantis: 011145

The issue where the user was unable to add new journal action codes in GxManage, has been resolved.

Odoo:

Cannot add a journal action in GxManage

GXMantis: 011143

The issue where the system would duplicate a invoice after a "Redo transaction" was made, has been resolved.

Odoo:

Redo Transaction duplicates the "New" invoice

GXMantis: 011130

The issue where some reports could not display all information, has been resolved.

Odoo:

Reports: Handling of large numeric values

GXMantis: 011058

The issue where the incorrect access was granted when the user uses the search function and wants to

edit on a desired user, has been resolved.

Odoo:

Access Control: User management screen issues

GXMantis: 010976

The Global Creditors toggle has been discontinued, due to the feature serving no purpose.

Odoo:

GXoptions: Creditor toggles

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Release Notes

GXMantis: 010953

The issue where medicine items that are part of a combination and marked as chronic items were not

displayed in red on the invoice screen, has been resolved.

Odoo:

Combinations Chronic Medicine issue

GXMantis: 010933

The sorting on the Patient select screen when invoicing is done, is changed to sort according to invoice number

and the date.

Odoo:

Patient select screen invoice order incorect

GXMantis: 010888

The issue where the system ignored the Ledger range and generated all ledgers has been resolved.

Odoo:

Financial Reports: Journal report specific Ledger

GXMantis: 010877

The issue where some ICD-10 codes (Chronic conditions) has not been updated, has been resolved.

Odoo:

PMB Indicators

GXMantis: 010875

The issue where the F2 button was inactive when updating modifiers codes, has been resolved.

Odoo:

Simple invoice screen: Shortcut F2 inactive

GXMantis: 010873

The extra next button on the Balance Sheet report had no function, therefore it has been removed.

Odoo:

Balance sheet: Inactive "Next" button

GXMantis: 010867

The issue where previously saved ICD-10 codes pulled through on the comprehensive invoice screen, has been

resolved.

Odoo:

ICD-10 codes pulling through on the Comprehensive screens

GXMantis: 010865

The issue where the booked appointment "disappeared" when another booking was moved to the already booked

time-slot, has been resolved.

Odoo:

Diary: Booked Appointments "Disappear" when moved to a booked time-slot.

GXMantis: 010862

The issue where the inactive appointment types were shown on the "Reason for appointment" screen, has been

resolved.

Odoo:

Diary: Inactive appointments show on the "reason for appointment list"


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Release Notes

GXMantis: 010859

The issue where the "Reason for appointment" screen "expanded" when the Dependant button was pressed, has

been resolved.

Odoo:

Diary: Dependants Button issues

GXMantis: 010837

The issue where the different transaction types would not display if the "Add AM/PM procedures description"

was ticked, has been resolved.

Odoo:

The add AM/PM procedure tick removes the ability to use other invoice screens

GXMantis: 010818

The issue where the user would receive an error when generating a System configurations changes report,

without choosing a tab, has been resolved.

Odoo:

GxOpsies: System configuration changes report, generates list index out of bounds

GXMantis: 010718

The issue where the 'Automatic drill down' function was ticked automatically when switching between the report

tab and report parameters, has been resolved.

Odoo:

Ledger Report screen issue

GXMantis: 010603

The issue where the user would receive unnecessary save pop ups, has been resolved.

Odoo:

GxOptions: Global save issue

GXMantis: 010560

The multi language issue on the CCA's confirmation screen, has been resolved.

Odoo:

Multi Language issue on CCA: Account Invoice status

GXMantis: 010366

The issue with Medical Aid Medicine Formulary information that was not populating correctly on the stock

item screen and on the medical aid option screen has been resolved.

Odoo:

Medical Aid Medicine Formularies

GXMantis: 010241

The issue "Trying to revoke a drop target that has not been registered" experienced when doing a page

preview or page setup from the internal browser, has been resolved.

Odoo:

Webbrowser Page: Preview error


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Release Notes

GXMantis: 009840

The issue where the system allowed the user to transfer items in the same bin and warehouse, has been

resolved.

The system now gives a warming message saying that it is not possible.

Odoo:

Stock: Transfer items within the same warehouse

GXMantis: 008493

The issue where the "Sorted by" function would change if searching patients using the "Surnames" toggle on

the admittance screen, has been resolved.

Odoo:

Admittance: Search screen issue

GXMantis: 011366

The issue experienced when creating a new appointment type for the Diary from GXManage has been resolved

Odoo:

GxManage: Unable to create new appointment types

GXMantis: 011362

The issue where making changes to 'Invoice2' in Access Control were not detected in the diary has been

successfully resolved. Users who are not set up to access the Invoice screen in the dairy will not be able

to do so in the future.

Odoo:

GxOptions: Internal access setup for 'Invoice2' not read correctly in diary

GXMantis: 011360

The issue where the date on the comprehensive invoice screen defaulted to "Today" instead of the date on

the diary has been successfully resolved.

Odoo:

New Comprehensive Invoice Screen uses today's date instead of the date from Diary

GXMantis: 011348

The issue where the description did not print correctly when printing a Single Statement between dates, has

been resolved.

Odoo:

Move description to the left on Single Statement

GXMantis: 011335

The I/O error 161 with regards to Mailmerge, has been resolved.

Odoo:

Mailmerge I/O error 161

GXMantis: 011325

All the issues with regards to billing groups on the New Comprehensive invoice screen have been resolved.

Odoo:

New Comprehensive invoice screen issue with billing groups


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Release Notes

GXMantis: 011285

The issue where the authorization number was overwritten when using the Episode screen, has been resolved.

Odoo: 49913

Auth Number on patient fixed data (Multi-Invoice screen)

GXMantis: 011257

The SQL error that appeared when adding or editing a Doctor in GxManage has been resolved

Odoo:

SQL error when saving doctor details in GxManage

GXMantis: 011256

The issue where the creditors search function returned results of all entities, due to the search field being cleared,

has been resolved.

Odoo:

Creditor screen: search per entity

GXMantis: 011243

The issue where the user was unable to use the search function within the diary, has been resolved.

Also, changes has been made on how the screen works.

- The user will no longer be able to set procedures/Instruments/Risks inactive or edit on them. It will only be

possible within the Gxmanage module.

- The user will still have the option to "Add" procedures/Instruments/Risks, etc.

Odoo:

Surgery: Multiple issues

GXMantis: 011226

The issue where the user was unable to do an "Archive Enquiry" from the debtors screen, has been resolved.

Odoo:

Cannot do an Archive Enquiry from the debtors screen

GXMantis: 011206

The issue where the focus on the Credit Controller Assist would jump to the top of the screen after processing of a

debtor, has been resolved.

Odoo:

CCA: Focus issues after processing

GXMantis: 011203

The issue where the macro '<P_BALANCE>' didn't send the correct amount, has been resolved.

* Please see Appendix 11203.

Odoo:

Credit Control Assistant sends SMS messages with R0.00 amounts for the patient balance.


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Release Notes

GXMantis: 011201

The issue where the billing group's name is not displayed correctly on the invoice outstanding report, has been

resolved.

Odoo:

Invoices Outstanding: Billing group screen issue

GXMantis: 011194

The issue where prescribed medicines would affect stock levels, has been resolved.

Odoo:

Stock Movement: prescriptions

GXMantis: 011175

The issue where incorrect pricing was pulled through on the combination list, has been resolved.

Odoo:

GMED and 0201 items incorrect price on combinations

GXMantis: 011173

The issue where the 9th period option with the multiple month-end was missing from the drop-down in GxManage, has

been resolved.

Odoo:

Period 9 missing in multiple month-ends in GXmanage

GXMantis: 011161

The issue where the "Entity level Debugging toggle" was preventing the posting of an un-linked cheque in

creditors, has been resolved.

Odoo:

Creditors: Unable to post an unlinked receipt with debug toggle.

GXMantis: 011159

The reference to QuantSwitch that appeared on the Medical Aid Options configuration screen has been changed

to GoodXSwitch.

Odoo:

Reference to "QuantSwitch"


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Release Notes

Development : 16 change(s)

GXMantis: 011031

The issue where the system did not display any movement on the report other than certain warehouses on a

multi-warehouse setup, has been resolved.

Odoo:

Stock Movement report: Item with no movement

GXMantis: 011177

Functionality has been added to the Diary sidebar in order to allow the user to send an SMS/E-Mail/Email Statement

to either the Patient or the Debtor instead of only to the patient like in the past.

Odoo:

Statement / SMS messages from Diary sidebar development

GXMantis: 010995

The relevant username will now display in the last column on the Journal report.

Odoo:

User to display on Journal report in Financial Reports

GXMantis: 010547

A new Advanced export option has been implemented on Financial reports.

* Please see Appendix 10547 for a further detailed explanation.

Odoo:

Export to Excel: Choose columns

GXMantis: 011253

The following changes has been made on the Medical Aid option list:

- Change Screen Resolution to standard 1000 x 700.

- F2 short-cut should trigger "OK" button.

- Ctrl+F function will focus on the "Filter on Option" and the F5 will focus on "Filter on scheme".

Odoo:

Medical aid option list screen: Misc issues

GXMantis: 011129

The "Division by zero" SQL error that appeared when performing a stock credit note has been resolved.

Odoo:

Stock Costing issue: Division by zero error

GXMantis: 011104

New feature has been implemented.

The state of the "Display grouping" group box ( bottom right on the multi-invoice screen) should now be

stored and "remembered" for next invoice.

* Please note: It will be saved per/user.

Odoo:

Multi Invoice grid screen: "Remember" Group by Box Click for non-episode site


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Release Notes

GXMantis: 011015

Functionality has been added to the system to switch on episode management for a practice after having

already posted invoices.

To switch on episode management, the following has to be done:

- GXOptions > System Options > Debtors > Episode Management > select Normal.

- Click "update data".

- Save and exit.

Odoo:

Initializing episode management after transactions already posted

GXMantis: 011346

The rounding issue has been resolved.

Traditionally prices have been rounded to the nearest 10c using the RoundTo function in Delphi. This "new" method

uses the "Banker's Rounding" methodology.

Odoo:

Rounding issue on Discovery Codes

GXMantis: 011337

The following information is added to error messages, if a claim needs to be submitted but there is a data

fault on the invoice:

- debnr, if available.

- invnr, if available.

- claimno, if available.

Odoo:

EDI process exceptions: extra information

GXMantis: 009859

New changes has been made on the printing of reports to HTML.

- Report captions displayed in Bold

- Display indicator for "Global data"

- Inner code changes

Odoo:

Stock Reports Header description

GXMantis: 011153

New functionality has been added.

It will now be possible to use the search function on the following:

- Price list setup

- Entity price list directory setup

- Doctor price list directory setup

Odoo:

PRICELIST 2016: Add search fields on pricelists screen in Gxmanage


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Release Notes

GXMantis: 011321

Combinations can now be copied from the previous year:

gxprices > Tools > "Copy Combinations from previous year"

All combinations from the previous year will be copied to the new year.

Odoo:

Copy combinations from previous year

GXMantis: 011319

System will prompt on which price collections the price must be updated. The user is responsible for

selecting correctly.

gxprices > Maintain List > Pricelist Maintenance > View Prices > Select relevant pricelist >

Procedures > Select relevant code (E.G 0009) > Edit > Make relevant change(s) > Tick: "Update all

pricelists on all price collections > OK > Choose year > OK > Tick relevant pricelist(s), including

current pricelist if necessary, where the change(s) must be applied > Yes > Tick relevant medical aid(s)

> Tick relevant tariff(s), if 0009, only tick tariff 1 > if 0009 un-tick "Recalculate tariff price using

RVUs on target pricelist... > Continue

Odoo:

Ability to change prices across price collections

GXMantis: 010910

Invoice counts have been added to the Daybook report for Debtors and Creditors.

Odoo:

Daybook report: Invoice count levels

GXMantis: 010904

The issue with incorrect headings generated on the Invoices Outstanding Report in .csv format has been

resolved.

Odoo:

GXGloReps: Problem with headings on Invoices Outstanding report in .csv format


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Release Notes

Industry Requirement : 2 change(s)

GXMantis: 011358

Functionality has been changed on how ICD-10 codes are billed.

GoodX should now block the user if the first line of the ICD-10 code starts with a Morphology code.

Odoo: 52528

Rules for Morphology codes

GXMantis: 011209

A new feature has been implemented.

GoodX will now be able to switch Dispense "Medical duration" times.

Odoo:

Dispensed Meds days of therapy


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Release Notes

New Feature : 1 change(s)

GXMantis: 010708

New macros have been implemented on sms message templates.

-Service date

-Invoice number

-Invoice total

-Invoice Med total

-Invoice Pat total

Odoo: 40586

SMS messages: Service date to be included


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Release Notes

Problem Investigation : 1 change(s)

GXMantis: 011376

In Med Debs, a check box has been added to User Preferences called "Comprehensive Inv - Use Old Tab Order"

that influences the Tab order in the New Comprehensive Invoice Screen for procedures. When the checkbox is

selected, the user enters the procedure without adjusting the price for each procedure, and when the

checkbox is unselected, the user is taken to the price field before continuing to the next procedure.

Odoo:

Tab order on new Comprehensive invoice screen


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Release Notes

Request : 4 change(s)

GXMantis: 010654

Functionality has been added to show paid up invoices from the stock credit note screen.

Odoo:

Request: Able to see paid up invoices from the stock credit note screen

GXMantis: 011062

The issue where the journal actions did not take into account un-linked transactions on invoices, has been resolved.

Odoo:

Journal Actions problem with un-linked transactions

GXMantis: 010956

Some screen changes have been made on the GxManage screen. Previously the focus was always on the first

record/field on the screen. Now the focus will be on the current entity the user is on.

These changes were done on the following:-

- global lists > stock

- global lists > price lists > price list setup

- global lists > price lists > entity price list directory setup

Odoo:

GXManage List Management: Default on current entity

GXMantis: 011186

New feature has been implemented:

The payment method within the receipt screen will no longer be "cleared" after the previous batch has been

finalized.

Odoo:

Receipts: Method of payment

Total : 71 change(s)


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Appendix 10547

Age Analysis and Daybook report: Advance export options

A new option has been implemented

This option can be found after the Age Analysis/Daybook report has been generated.

Screen >> Export Advanced

Please note: The Export advanced option will only work on the current view the user is on.

Appendix: 11203

Credit Control Assistant (Standard) sends SMS messages with R0.00 amounts for the

patient balance.

Summary Messages generated in the old (Standard) CCA that contains the macro <P_BALANCE> was sent out with

the wrong value of R0.00.

The messages sent from the CCA are generated from templates that are set up in GXManage with

macros like <BALANS> for the total balance, <P_BALANCE> for the Patient balance, and <M_BALANCE>

for the Medical Aid balance.

Message Templates Setup The setup of the templates are done in GxManage >> Global lists >> SMS Template

SMS message setup:

*Please note: The CCA uses the Notebook category of messages!

Standard CCA selection

The standard CCA is selected in GXOptions as follows:

Message generation from the Standard CCA

To select the CCA: Med Debs >> Debtors >> Credit Control assistant

SMS messages can be sent from the CCA by just clicking on the specific menu option as shown above,

and then selecting the predefined template.

Sent message viewing

To view the sent CCA messages: Med Debs >> Batch transaction >> SMS History.

SMS Message viewing:

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