This version was released to all customers on February 11, 2014.
- Major Enhancements
- Minor Enhancements
- Bug Fixes
- 2629: Acclamare
- 2633: Acclamare
- 2791: Acclamare
- 2818: Acclamare
- 2720: Advanced Searches
- 2693: AP Adjustment
- 2739: AR Adjustment
- 2685: AR Adjustments
- 2671: Attached Documents
- 2675: Attached Documents
- 2727: Bank Account Reconciliation
- 2740: Bank Deposit
- 2759: Customer
- 2835: Customer
- 2916: Customer
- 2776: Customer Credit
- 2611: Customer Payment
- 2710: Customer Payment
- 2768: Customer Payment
- 2669: Customer Quick Add
- 2712: Customer Quote
- 2767: Customer Quote
- 2623: Customer Refund
- 2813: Customer Return
- 2870: Customer Return
- 2933: Document Control
- 2698: Dynamic Inquiries
- 2744: Dynamic Inquiry
- 2852: Exporting Grids
- 2895: Faxing
- 2829: General Ledger Inquiry
- 2800: Inventory History Inquiry
- 2690: Item
- 2764: Item
- 2855: Item
- 2860: Item
- 2919: Item
- 2956: Item
- 2741: Item Maintenance
- 2798: Kit Order
- 2799: Kit Order
- 2863: Kit Order
- 2955: Merge Vendors
- 2777: Minimum Order Rules
- 2619: Physical Count
- 2664: Physical Count
- 2725: Physical Count
- 2866: Physical Count
- 2674: Pick Ticket Printing
- 2701: Purchase Order
- 2728: Purchase Order
- 2789: Purchase Order
- 2761: Purchase Order Printing
- 2681: Quantity Adjustment
- 2792: Recurring Vendor Invoice Release
- 2843: Rework Order
- 2856: Rework Receipt
- 2610: Sales Invoice
- 2782: Sales Invoice
- 2952: Sales Invoice
- 2684: Sales Invoice Printing
- 2737: Sales Invoice Tax Adjustment
- 2598: Sales Order
- 2645: Sales Order
- 2651: Sales Order
- 2661: Sales Order
- 2667: Sales Order
- 2668: Sales Order
- 2683: Sales Order
- 2718: Sales Order
- 2748: Sales Order
- 2750: Sales Order
- 2758: Sales Order
- 2763: Sales Order
- 2766: Sales Order
- 2779: Sales Order
- 2806: Sales Order
- 2846: Sales Order
- 2827: Sales Orders on Hold
- 2680: Shipping
- 2811: Shipping
- 2618: Usage Adjustments
- 2898: Vendor Document Inquiry
- 2677: Vendor Drop Ship Confirmation
- 2648: Vendor Invoice
- 2700: Vendor Invoice
- 2847: Vendor Invoice
- 2753: Vendor Payment
- 2788: Warehouse Transfer Receipt
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.
2783: Exporting Grids
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.
2648: Vendor Invoice
Corrected an unhandled exception that occurred when the user started a new vendor invoice, did not supply any vendor information, and tried to add a new charge. The user is now prevented from adding charges until they've entered vendor information.
2700: Vendor Invoice
Corrected an unhandled exception that occurred when the user attempted to post an invoice that only had charges on it. There was an odd sequence of events that could cause this type of invoice to throw an error.
2847: Vendor Invoice
Corrected an unhandled exception that occurred when adding items to the invoice and the item is missing a description, vendor item, or vendor item description.
2753: Vendor 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.
2788: Warehouse Transfer Receipt
Corrected an unhandled exception that occurred when the user attempted to post before providing values for all of the required fields.