Version 2014.1.0.3

This version was released to all customers on February 11, 2014.

Table of Contents

Major Enhancements
1. 2595: Accounts Payable As-Of Aging
2. 2594: Accounts Receivable As-Of Aging
Minor Enhancements
Bug Fixes

Major Enhancements

2595: Accounts Payable As-Of Aging

Please see this article.

2594: Accounts Receivable As-Of Aging

Please see this article.

Minor Enhancements

2526: Customer Credit

The customer can now be changed as long as the document is in 'Open' or 'Posted' status.

2650: Customer Document Inquiry

The query's timeout has been extended.

The grid export feature that is available throughout the system has been updated to export to Excel using the 2007+ file format. A new feature has also been added to all grids to be exported as a CSV file.

2606: Incoming Stock

The hyperlink will now navigate the user to the associated rework order, when applicable.

2797: Item Maintenance

Corrected an issue that prevented the user from changing the item number to an uppercase version of the existing item number.

2612: Pay A Vendor

Users are now prevented from changing the vendor once details or credits have been retrieved.

2692: Physical Count

Increased the timeout on the post transaction.

2465: Promotions

We've added a new action to this screen. Users can now 'Add Customers ...' through a similar method to the way customers are added in the Price Contract interface.

2640: Purchase Order

Users are now prevented from changing the quantity on a line that has details.

2533: User

Added a setting to My User Account to allow the user to set a name that goes along with their email address. If populated, this information is added to outgoing emails.

2714: Vendor Rebate Maintenance

We've added a new rebate basis for fixed cost rebate scenarios. This rebate basis is called a 'Fixed Rebate Cost'. When a rebate is setup to calculate rebates using this basis, the user will set the 'Rebate Basis Value' field to be the set cost that the vendor is providing.

As an example, suppose that your company typically purchases this item from the vendor for $12. However, when you sell this item to a particular customer, the vendor will guarantee a cost of $10. You would then set this rebate's basis to 'Fixed Rebate Cost' and the 'Rebate Basis Value' to $10. When you sell this item to the specified customer, you will get a $2 rebate.

The wiki page for Vendor Rebate Maintenance has been updated to reflect this new basis.

Bug Fixes

2629: Acclamare

Corrected an unhandled exception that could occur when the client sends a message to the server to let it know that the user is still an active user.

2633: Acclamare

Corrected an unhandled exception that was caused by the calendar widget on the main screen.

2791: Acclamare

Corrected an unhandled exception that could occur when the application starts. The error could happen when the system is trying to delete old files, but the file was in use by another process.

2818: Acclamare

Corrected an unhandled exception that could occur upon start up due to the user not having system permissions to delete files.

2720: Advanced Searches

Corrected an unhandled exception that occurred when the user added a special character (a tick mark, in this specific case) to a criteria field.

2693: AP Adjustment

Corrected an unhandled exception that occurred when the user clicked the 'Post' button before specifying a reason code.

2739: AR Adjustment

Corrected an unhandled exception that occurred when the user tried to post the adjustment prior to providing values for all of the required fields.

2685: AR Adjustments

Corrected an unhandled exception that occurred when the user attempted to post an adjustment before creating an adjustment.

2671: Attached Documents

Corrected an unhandled exception that occurred when the user was viewing a document in another program (i.e. view a text document in Word) and tried to delete the document from the Attached Documents grid. The user will now receive the standard Windows message stating that the document is in use by another process.

2675: Attached Documents

Corrected an unhandled exception that occurred when the OS was unable to create the directory that the file is to be saved to.

2727: Bank Account Reconciliation

Corrected an unhandled exception that occurred in both the 'Add Fee' and 'Add Interest' screens when the user typed a non-numeric value in the 'Amount' field.

2740: Bank Deposit

Corrected an unhandled exception that occurred when the user tried to print the deposit slip prior to starting a new deposit.

2759: Customer

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2835: Customer

Corrected an unhandled exception that occurred when the user was scrolling to the next or previous record, and the current record had special characters in the account number.

2916: Customer

Corrected an unhandled exception that occurred when the user double clicked the grid in the contracts screen, even though the grid was empty.

2776: Customer Credit

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2611: Customer Payment

Corrected an issue that caused incorrect records to be written to the general ledger when the user selected 'Credit Application Only' but didn't select and credits.

2710: Customer Payment

Corrected an unhandled exception that occurred if the user clicked 'Search for Customer by Invoice ...' prior to starting a new payment.

2768: Customer Payment

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2669: Customer Quick Add

Corrected an issue that prevented the user from providing a Tax Exempt Number.

2712: Customer Quote

Corrected an unhandled exception that occurred if the user typed a value into the 'Move to Line' editor instead of selecting one from the list.

2767: Customer Quote

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2623: Customer Refund

Corrected an issue with reversing a refund. The issue caused the GL entry to cash to be $0.

2813: Customer Return

Corrected an unhandled exception that could occur when the user was trying to delete a line from the grid.

2870: Customer Return

Corrected an unhandled exception that occurred when the user tried to 'Save' prior to starting or opening a customer return.

2933: Document Control

Corrected an issue that could happen when a document was set to 'Email', 'Fax', 'Email & Print', or 'Fax & Print' at the global document level.

If the user was doing some type of batch printing (Sales Invoice Printing, for example) and one of the customers didn't have an email address (or fax number if faxing), the document could, under certain conditions, be delivered to the email address of a different customer. We also took the opportunity, while fixing the error, to make a change in this logic.

Now, when a document is supposed to be emailed or faxed, but no corresponding email address or fax number exists, the system will print the document instead. This, hopefully, will be an indication to the user that the document wasn't delivered and it needs to be mailed, or that the data needs to be updated so that it can be delivered via email or fax.

2698: Dynamic Inquiries

Corrected an unhandled exception that could occur in the customer address section.

2744: Dynamic Inquiry

Corrected an issue that prevented the 'Tax Exempt Number' from being displayed in the 'Customer Information' inquiry.

2852: Exporting Grids

Corrected an unhandled exception that occurred when the user tried to export a grid to an Excel file that was already open and in use by Excel. The user is now informed that the file is in use.

2895: Faxing

Corrected an unhandled exception that occurred when the user attempted to fax a document, but had never opened the 'Machine Options' screen to set the fax path.

2829: General Ledger Inquiry

Corrected an unhandled exception that occurred because the query for the inquiry timed out. The system is now warning the user about the time out and suggesting that the criteria be improved so as to narrow the search results.

2800: Inventory History Inquiry

Corrected an unhandled exception that could occur when the user clicked the hyperlink to open the associated document.

2690: Item

Corrected an unhandled exception that occurred when the user was scrolling to the next or previous record, and the current record had special characters in the item number.

2764: Item

Corrected an unhandled exception that occurred when the user's search criteria was too broad. This caused the query to reach a timeout and produced the error. We are now detecting this error and informing the user of the timeout as well as suggesting that they narrow their search.

2855: Item

Corrected an unhandled exception that occurred in the Item Search screen if the user pressed the 'OK' button when there were no rows in the search grid.

2860: Item

Corrected an unhandled exception that occurred when the user attempted to delete an item that had kit history records associated to it.

2919: Item

Corrected an unhandled exception that could occur when saving changes to the rework definition.

2956: Item

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2741: Item Maintenance

Corrected an unhandled exception that occurred when the user pressed the 'Save' button but hadn't loaded an item into the screen.

2798: Kit Order

Corrected an unhandled exception that occurred when the user clicked the drop-down button for the UM column when the row is empty.

2799: Kit Order

Corrected an unhandled exception that occurred when the user typed an invalid value into the 'Build Now' field.

2863: Kit Order

Corrected an unhandled exception that occurred when the user tried to 'Save' prior to starting or opening a kit order.

2955: Merge Vendors

Corrected an unhandled exception that occurred when the vendor being deleted was associated with a vendor quote.

2777: Minimum Order Rules

Corrected an unhandled exception that could occur when attempting to delete a bracket.

2619: Physical Count

Corrected an unhandled exception that was caused when the user attempted to build a physical count worksheet that contained an item that had no item description.

2664: Physical Count

Corrected an unhandled exception that occurred when a worksheet had been built and saved was reopened. At a later point, one of the items on the worksheet had its stocked item record deleted. When the user reopened the worksheet to continue with the physical count, an error occurred.

2725: Physical Count

Corrected an unhandled exception that occurred when the user clicked the 'Save' button prior to opening or starting a worksheet.

2866: Physical Count

Corrected an unhandled exception that occurred when the user tried to retrieve items to be counted prior to filling out the 'Workers' grid.

2674: Pick Ticket Printing

Corrected an unhandled exception that occurred when the user clicked the 'Print Button' before retrieving any documents to print.

2701: Purchase Order

Corrected an unhandled exception that occurred in the Purchase Order Search screen if the user pressed the 'OK' button when there were no rows in the search grid.

2728: Purchase Order

Corrected an unhandled exception that occurred when the user tried to print a purchase order prior to starting a new PO or opening an existing PO.

2789: Purchase Order

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2761: Purchase Order Printing

Corrected an unhandled exception that occurred when the user clicked the 'Print' button prior to retrieving documents.

2681: Quantity Adjustment

Corrected an unhandled exception that occurred when the user tried to post the adjustment prior to providing values for all of the required fields.

2792: Recurring Vendor Invoice Release

Corrected an issue that caused the 1099 flag to be incorrectly set on the resulting invoice.

2843: Rework Order

Corrected an unhandled exception that could occur when the user attempted to delete a line from the grid.

2856: Rework Receipt

Corrected an unhandled exception that occurred when the user tried to add a rework order to the receipt, but hadn't yet supplied values for all of the required fields.

2610: Sales Invoice

When lines were delete from a direct sales invoice, the balance was not being updated to reflect the deletion. The balances are now being updated appropriately.

2782: Sales Invoice

Corrected an unhandled exception that occurred when the user clicked the 'Save' button prior to opening or starting a new invoice.

2952: Sales Invoice

Corrected an unhandled exception that occurred when the user clicked the ellipsis button in an empty row in the tracking screen.

2684: Sales Invoice Printing

Corrected an unhandled exception that occurred when the user clicked the 'Print' button before retrieving any documents to print.

2737: Sales Invoice Tax Adjustment

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2598: Sales Order

Corrected an issue that occurred at the sales order line detail level when the item had a quantity UM that did not equal the SKU.

2645: Sales Order

Corrected an unhandled exception that occurred when a user changed the customer on a sales order that had a carrier service assigned but the new customer did not have a default carrier service. If the user didn't specifically set the carrier service after the customer was changed, the system would encounter an error.

2651: Sales Order

Corrected an unhandled exception that occurred when the user attempted to use the 'Apply Historical Price' function and the item in question had no sales history (there were no historical prices to apply).

2661: Sales Order

Corrected an unhandled exception that occurred when the user attempted to delete a sales order line detail that was tied to a drop ship line that had already been shipped. The user will now be prevented from deleting a detail that is in this condition and the user will be notified of the condition.

2667: Sales Order

Corrected an unhandled exception that occurred when the user tried to delete a sales order line detail that was tied to a vendor drop shipment line that was part of an open vendor drop shipment confirmation.

2668: Sales Order

Corrected an unhandled exception that occurred when the user was attempting to use the 'Cancel Remaining Quantities ...' action. Fixing this issue required a change to the screen. This action is no longer part of the main menu structure. The action has been moved to a button in the 'Canceled' column in the detail grid.

2683: Sales Order

Corrected an unhandled exception that occurred when the user attempted to delete a sales order that had tracking numbers associated to it.

2718: Sales Order

Corrected an unhandled exception that occurred when the user clicked the drop-down button for either of the UM columns when the row as empty.

2748: Sales Order

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2750: Sales Order

Corrected an unhandled exception that occurred when the system thought the record had a change that needed to be written to the database, but in fact the record hadn't changed.

2758: Sales Order

Corrected an unhandled exception that occurred when the user opened the 'Ordered By' contact list and clicked 'OK' even though there were no contacts associated with the customer.

2763: Sales Order

Corrected an unhandled exception that could occur when the user clicked the PO# hyperlink in the detail grid.

2766: Sales Order

Corrected an unhandled exception that could occur while using 'Move Line Up' or 'Move Line Down' if the sales order had lines that had been deleted and therefor had a gap in the line number sequence.

2779: Sales Order

Corrected an unhandled exception that could occur when attempting to delete a sales order line detail.

2806: Sales Order

Corrected an unhandled exception that could occur if a user left a totals window open for a long period of time and the totals showed that the sales order had a prepayment. If, while the totals window was open, the payment in question was canceled or deleted and then the user tried to access the payment from the still open totals screen, an error occurred.

2846: Sales Order

Corrected an unhandled exception that could occur when the user attempted to add a detail to a sales order line.

2827: Sales Orders on Hold

Corrected an unhandled exception that occurred when the user clicked the 'Save' button prior to loading sales orders into the grid.

2680: Shipping

Corrected an unhandled exception that prevented a shipment from posting if no lines being shipped were available for discount.

2811: Shipping

Corrected an unhandled exception that occurred when the user started a new shipment and tried to use the shipping integration prior to providing values for all of the required fields.

2618: Usage Adjustments

Corrected an unhandled exception that occurred if the user tried to adjust an item that didn't have an item description.

2898: Vendor Document Inquiry

Corrected an unhandled exception that could occur when using an odd date range.

2677: Vendor Drop Ship Confirmation

Corrected an unhandled exception that occurred when a user tried to delete an already posted confirmation. In order for this circumstance to occur, the user had to have the confirmation open in multiple screens and had to mistakenly tried to delete the confirmation on one screen after having posted it in another.

Wiki

Wiki

Version 2014.1.0.3