This version was released to all customers on January 14, 2013.
Table of Contents
Major Enhancements
2081: Purchase Order
Vendor Family discounting is now active in Purchase Orders. At this time, only line level discounting is supported.
As the user enters lines, the normal vendor cost will be captured and displayed. Any time the purchase order is saved, either manually by the user or automatically by the system, line level vendor family discounts will be evaluated. If any apply, the appropriate lines will have their cost updated to reflect the discount obtained.
Minor Enhancements
1889: Customer History Inquiry
A new detail grid has been added to the main grid. This detail grid is accessible by the user for document types of Invoice and Payment when the + in the first column is active.
When the Type of document is an invoice, the user may expand the details for that document and get a list of all of the payments that have been made against that invoice. The user will be able to see the reference number of the payment, the date of the payment, and the total amount of the payment.
When the Type of document is a payment, the user may expand the details for that document and get a list of all of the invoices that the payment paid. The user will be able to see the invoice number, invoice date, invoice amount, and the payment amount.
1967: Customer Quote
Three new methods have been added to the Actions menu in Customer Quotes. All three of these new menu items provide a method to reprice the lines on a customer quote.
Reprice This Quote Using Existing Margin will use the pricing engine to determine the latest estimated cost for the line. It will use this value and the existing margin to determine a new price for the line assuming the new estimated cost is different from the existing estimate.
Reprice This Quote Using Existing Markup will use the pricing engine to determine the latest estimated cost for the line. It will use this value and the existing markup to determine a new price for the line assuming the new estimated cost is different from the existing estimate.
Reprice This Quote will use the pricing engine to derive a new price for any line that hasn't been manually priced.
1945: Email To ...
When using the Email To ... feature, the user can now add file attachments to the email.
There is a new input box on this screen that contains a button. When this button is pressed, the user will be presented with the standard Windows file dialog and may select one or more files to attach to the email.
2036: Purchase Order
Vendor contact information is now utilized in purchase order emailing and faxing.
The recently added field Placed Order With in the purchase order is intended to function in the same manner that Ordered By functions in a sales order. The value in this field may be entered free-form or it may be selected from a list of contacts that are associated to the vendor that is tied to the purchase order.
When the value is tied to a vendor contact, then the contact's email address or fax number will be used when generating an email or fax.
2037: Rework Order
Rework Orders now have a field for Placed Order With. This field can be filled in free-form or the user can press the button to choose a name from the list of vendor's contacts.
1905: Sales Order
When a User Placed Hold exists, the name of the user that placed the hold will now be displayed next to the check mark in the Sales Order Totals screen.
1968: Sales Order
Three new methods have been added to the Actions menu in Sales Orders. All three of these new menu items provide a method to reprice the lines on an open sales order.
Sales Orders that are Being Picked, Being Shipped, or Complete are not eligible for repricing. Additionally, any line that has been fully or partially invoiced is not eligible for repricing.
Reprice this Order Using Existing Margin will use the pricing engine to determine the latest estimated cost for the line. It will use this value and the existing margin to determine a new price for the line assuming the new estimated cost is different from the existing estimate.
Reprice this Order Using Existing Markup will use the pricing engine to determine the latest estimated cost for the line. It will use this value and the existing markup to determine a new price for the line assuming the new estimated cost is different from the existing estimate.
Reprice this Order will use the pricing engine to derive a new price for any line that hasn't been manually priced.
2067: Sales Order
A sales order line detail that is associated to a posted BTO Kit can now be deleted as long as the detail has not been invoiced.
In this scenario, the user has created a BTO Kit and posted the kit. When the user needs to delete the detail, they are now allowed to do so. The BTO Kit will be disassembled in the background when the detail is deleted.
2077: Vendor Item Maintenance
Vendor Items can now have a Vendor Family assigned to them in the Vendor Item Maintenance screen. The selection is limited to families that belong to the vendor specified in the vendor item record. This value can be cleared by selecting [None] in the drop-down list.
2021: Vendor Return
Vendor Returns can now be reset. Any vendor return that is currently Being Picked can now be reset to Open, allowing the user to make modifications to the return.
Bug Fixes
2104: Expedite & Follow Up
Corrected an issue that caused a data cannot be null error if an item that was being reviewed did not have a description.
2126: Inventory History Inquiry
Addressed an issue that caused an unhandled exception when opening the Inventory History Inquiry screen.
2117: Middle Tier
Corrected an issue that allowed scheduled jobs to be edited while the job process was running.
2116: Purchase Order Receiving
Addressed an issue that would erroneously lock a Purchase Order into Being Received status when the user attempted to add it to a Purchase Receipt, but there were no lines eligible to be received.
2123: Quantity Adjustment
Addressed an issue that caused an unhandled exception when opening the Quantity Adjustment screen.
2066: Sales Order
Addressed an issue that created an unhandled exception when the user creates a BTO kit and posts it before returning to the sales order.
2100: Sales Order
Addressed an issue that allowed the user to manually modify the Committed value higher than Quantity Available.
2121: Vendor Drop Ship Confirmation
Corrected an issue that was preventing the General Ledger entries for a Vendor Drop Ship Confirmation from containing the appropriate foreign key references.
2122: Vendor Drop Ship Confirmation
Corrected an issue that was causing general ledger entries to be rounded differently during Vendor Drop Ship Confirmation.