User Tools

Site Tools


Menu

Company Website

Video Tutorials

Documentation for Streamline 4.x

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

changelog

Changelog

Version 5.9 (2019-09-18)

Engine

  • New 'Projected Stockouts' report breaking down stockouts by period.
  • Fixed not passing 'Display quantity' into 'Planned orders' in case of a safety stock debt.
  • Slightly speed up BOM inventory calculations.
  • Added filters to the Reports tab.

Reports

  • New columns in the Reports tab: Model Quality, Model Type.

Explain inventory

  • Added Shelf Life explanation into Explain Calculation.
  • Exclamation mark replaced with ± and tool-tip in the 'On hand+In Transition' row in Explain Calculations.

Inter-store optimization

  • Added default Lead Time control for inter-store transfers in Settings > Project.
  • Added the 'Available for transfer' column into Inventory Planning tab.
  • Now reducing stockouts has priority over reducing the number of purchases.

Misc.

  • Changed the wording on a number of functions and localizations.
  • Fixed several bugs.

Version 5.8 (2019-08-30)

Engine/UX

  • Faster recalculation of purchasing recommendations after changes in the Inventory Report settings, or upon project reload.
  • Added an import of Sales Price per SKU in the Item Info section of the database connector.
  • Fixed: Changing manufactured goods status between Purchased and Manufactured didn't change the Order Type status.
  • Fixed a search issue with selected and hidden nodes.
  • Fixed: Explain Inventory dialog started calculations from a period in the past.
  • Fixed: Safety Stock calculation that uses 'demand of future periods' didn't skip the demand of the Lead Time + Order Cycle.
  • Enabled linking to the source location from the Inter-Store Optimization tab, 'Source From' column.
  • Unified sales price aggregation across Reports and Demand Forecasting tabs.
  • Approve function now disables forecast settings.

Integrations

  • Service level parameter is added into the Database connector and Transactional spreadsheet connection.
  • Dynamics NAV connector now has a Company name field.

Version 5.7 (2019-08-16)

New features

  • Added Approval Status column in the reports.

* Inter-store optimization module

  • Added new tab into the work space [doku link]
  • Streamline automatically suggests inter-store transfers in the new tab.
  • New columns in the data import dialog: Transfer Regions (in Item Info section), Source From, Order Type

Engine

  • Fixed: Unable to override Sales Price in current period in Demand Forecsating tab
  • Faster processing of the inventory planning report and faster project loading, smoother functioning on large progects.
  • Fixed: Dashboard doesn't reflect all project changes before the project is reopened.
  • Fixed: QuickBooks integration bugs.
  • Fixed: Automatic forecast recalculation is not triggered by some changes in the settings when necessary.

UI

  • Fixed an issue with column width
  • Added Arrival Date column in the Planned orders dialogue window

UX

  • Added Mass Clear at the lowest level in the tree
  • Fixed: An issue in the Import Parameters function of the Inventory Report. Service Level overrides load as x0.1 of the actual Service Level in the Excel file.

Version 5.6 (2019-08-02)

  • Added an option to include Manufacturing Orders into planned orders
  • Settings button added to the Demand Forecasting tab
  • Fixed a couple of dashboard issues, providing a more graphically clear and coherent comparison.
  • Fixed several automation bugs, auto-recalculation is now smoother.
  • Improved naming of multiple sections in the interface, including tips in the database connector.
  • Fixed approval function
  • Numerous speed enhancements, a lot less delays in recalculations and overall increase in productivity.
  • A number of other UX/UI improvements
  • A number of other UX and functional bugs fixed

Version 5.5 (2019-07-19)

  • Support for transit warehouses that do not store inventory.
  • A new dashboard that shows the expected savings due to optimal inventory planning.
  • Minor UI improvements.
  • Bug fixes.

Version 5.4 (2019-06-20)

Engine

  • Overrides are extrapolated onto newly imported periods if more than 1 was added.
  • Next order date column is now corrected for the current date, keeping all the ordering schedules updated.
  • Applying existing items’ models to new items is now available with database connection

UI

  • New hotkeys
  • Fixed a few crashes
  • Implemented filtering by note
  • New Projected write-offs Report
  • Approval button now protects items from model overrides
  • Fixed bug with chart not updating with model coefficients
  • Fixed bug with Inventory Levels and Purchase Plan not calculating if you incrementally increased the horizon
  • Ordering availability edits indicator added to the tree
  • Several dashboard improvements, refreshed interface
  • Safety stock on the chart is shifted to the right, now indicating ‘safety stock to order’, as opposed to ‘safety stock at the time of arrival’
  • Changed Promotions appearance on the chart
  • Demand Forecasting now shows the forecast section by default

QuickBooks integration

  • A custom field for PO arrival date
  • Backorder date displays in In transition details
  • Import inactive items from QuickBooks

Misc.

  • A couple of minor command-line bugs fixed.
  • Command line improvements – added ability to save the project under another name.

Version 5.3 (2019-06-07)

  • Spanish translation.
  • Polish translation.
  • UI and planning engine improvements.
  • Bug fixes.

Version 5.2 (2019-05-24)

  • Inventory batch expiration. Projected write-off report and improved inventory level projections.
  • Shopify connection.
  • Improved Dynamix NAV and GP connections.
  • UI improvements.
  • Bug fixes.

Version 5.1 (2019-05-02)

  • Promotions planning.
  • Bug fixes.

Version 5.0 (2019-04-05)

  • A 3-D data model that allows forecasting by channel-item-location as opposed to item-location.
  • Automatic re-forecast when necessary (no Forecast button).
  • Filtered reports are opened in separate tabs.
  • A dashboard for inventory KPIs.
  • Incomplete period control is handled automatically and is removed from the UI.
  • UI improvements.

Version 4.9.4 (2019-02-22)

  • Fixed: Spire connector error.
  • Reworked QB connector.
  • Embedded customer survey. It shows up after one month of application use.
  • If there are no sales of an item during the last 12 months, we detect the item as Inactive.

Version 4.9.3 (2019-01-25)

  • Fixed: Issues in the export of purchase orders.

Version 4.9.2 (2019-01-23)

  • Fixed: Orders exported to ERP do not immediately show up in 'In transition'.

Version 4.9.1 (2019-01-17)

  • The ability to execute Streamline via the command line.
  • Unique filenames of reports exported to Excel files. Date and time of the export is added.
  • We now output incomplete period of sales in the actual sales history in the inventory report.
  • Full re-import option in the drop-down menu of the Update Data button.
  • The ability to export source DC in the database connection in the Export periodic order tab.
  • Minor GUI improvements.
  • Bug-fixes.
changelog.txt · Last modified: 2019/09/18 18:14 by admin