Version 2015.1.0.28

Table of Contents

Major Enhancements
Minor Enhancements
Bug Fixes

This version was released to all customers on April 6, 2015.

Added a new file maintenance area for Bill of Materials. This area allows you to define a list of items that will be sold together. While in a Sales Order, you can access a new function to add a bill of material to the order. This function will open a screen that will allow you to select the bill of material you're interested in and adjust the overall quantity. Once this step is completed, all of the items in the list will be added to your Sales Order.

4422: Customer Jobs

More information coming soon.

5398: Kit Quote

While in a Customer Quote, the user may need to quote a BTO Kit. In the past, the system had no means to let the user specify the components of that kit. Now, there is a new feature: "Create a Kit Quote for the Selected Line ...". This action will open the Kit Quote screen and allow the user to specify the components. If the event that this Customer Quote is released into a Sales Order, the Kit Quote will be converted to a Kit Order and associated to the new Sales Order.

5395: Log Out

The user can now elect to Log Out of the system while leaving the main screen and Dynamic Inquiries open. The system will not be using a license and will be unusable until another user logs in.

4534: Replenishment Filter Maintenance

Added a new file maintenance area called Replenishment Filter Maintenance that will allow the user to create filter sets based on:

Buyer
Item
Family
Product Group
Vendor (any vendor, not just the primary vendor)
Warehouse

4512: Switch to Another User

Added a button to the File menu on the main screen titled "Switch to Another User ...". This button will open a simple user name and password screen. Upon clicking "OK", all open screens (except the main screen and Dynamic Inquiries) will be closed. If any open screens have unsaved data in them, the user will be given the standard "Save Changes?" prompt. The current user will be logged out of the system. The new user will be logged into the system. If the new user was previously logged into another session, that session will be booted out.

Minor Enhancements

4571: Acclamare Searches

The default behavior of searches has changed throughout the application. Previously, if the user entered no search criteria and then initiated a search, the search would return all possible values. Now, under the same circumstances, the search is not run at all. The user must provide some search criteria. This change is intended to help prevent instances of users accidentally performing a full search of large tables that may result in overall diminished system performance.

4782: Counter Sales

Added a new document for Counter Sale Pick Ticket. This new document can be accessed in Document Control and can be overridden at the Warehouse and User levels.

5393: Counter Sales

Added two new features to this area. First, the user has the option to special order items from this screen. This can be accomplished in two ways. The user can simply type in an item number that isn't stocked or on hand, and the system will prompt them to special order it. Alternately, the user can simply type the information into the new "Orders" grid. Second, the user can now take returns in this screen. This is done by simply entering the information into the new "Credits" grid.

4348: Customer Collections

Added the document's terms to the detail grid as a column chooser option.

5004: Customer Collections

Added a column chooser option in the detail grid for Days Past Due that pertains to the invoice on that row.

4503: Customer Credit

When creating a direct credit, the system will now use the user's default warehouse if the customer does not have an assigned warehouse.

4652: Customer Credit

Direct Credits that are still in Open status can now be deleted.

4653: Customer Credit

Lines on a Direct Credit that is still in Open status can now be deleted.

4654: Customer Credit

When adding a line to a Direct Credit, the pricing engine will now be used to derive the price.

4498: Customer Document Inquiry

Added Item Family as a filter and also as a column chooser option in the results grid.

4443: Customer Payment

Added a column chooser option for Payment Status to the search results grid.

4983: Customer Payment

Now accounting for the user getting into the credit card integration software and then canceling the process. Previously, when the user did this, the reference number was left blank. This caused an issue if the user did not also delete the payment or manually provide a reference. Now, the system will populate the reference with 'Aborted by User'.

5260: Customer Price Sheet

Added a new function to Customer Maintenance to build a Customer Price Sheet by Sales History.

3267: Customer Quote

Carrier Service is now required when Freight is greater than $0.

4495: Customer Quote

The manual pricing formula for margin now accounts for vendor rebates during the calculation.

4499: Customer Quote

Added a column chooser option for Estimated Rebate.

5054: Customer Quote

All existing Reprice functions have been removed. In their place, a new, single, Reprice function has been added. This new feature will open a separate window in which the user has the option to highlight multiple rows and apply a single, or multiple, pricing formulas to the selected rows. Once the user is satisfied with the changes, simply exit the screen for the new prices to be applied to the quote.

4492: Customer Return

When returning an item that isn't tied to a sales invoice, the price will now be provided by running the pricing engine.

5261: Customer Return

Added a column to capture the quantity that is being returned that is expected to be damaged. This value is automatically recognized when receiving the item, but can still be modified by the receiving user.

5266: Customer Return

Added a column chooser option for Extended Price

5394: Customer Return

Added a new feature to this area called "Validate Against Previous Sales". This feature will assess each line on the RMA and then select a sales invoice from the customer's history to tie to that line. If the quantity returned is greater than the quantity on the selected invoice, the system will create another line and look for another invoice. If necessary, this process will continue until no more invoices can be found.

4573: Customer Search

Users that have security settings that prevent them from getting into the Customer Maintenance screen are now prevented from using the Quick Add functions as well.

4595: Document Control

Counter Sale Receipt can now be overridden at the User level.

4824: Dynamic Inquiries

The Customer Information inquiry vertical grid can now be customized.

4421: Finance Charges

To compliment the new Customer Job feature, Finance Charges are now created per Customer and Customer Job combination when applicable.

4565: Inventory Settings

Added a new flag to Inventory Settings called 'Commit Quantity to Transfers Created by Replenishment'. When checked, the system will function as it always has. When unchecked, the system will not automatically commit quantity to transfers that are created from replenishment. The auto-fill routine is also modified by the setting, in that transfers will only be filled if the full quantity needed is available.

4434: Item Maintenance

Now adding a record to the tattle tale table when List Price is changed.

4435: Item Maintenance

Now adding a record to the tattle tale table when Company Defined Cost is changed.

4964: Kit Availability

This screen is no longer modal.

5396: Licensing

In order to eliminate the issue in which the user would be kicked out of the system after a long running process completed, we have altered the client side licensing logic. The system will no longer remove users from the system due to inactivity. In addition, the Acclamare Server screen now contains a list of all active users. If needed, an administrator can kick inactive users out of the system.

4998: Pay a Vendor

Added a column chooser option for Credit Date in the Available Credits interface.

5055: Price & Availability

See 5054

4561: Price Contract Maintenance

The screen has been redesigned to be more consistent with similar screens in the rest of the system.

4569: Purchase Order

Service items can now be added to Purchase Orders. The service item will need to have a Vendor Item record for the chosen Vendor.

4839: Purchase Order Search

Added a column chooser option for Created By which will display the user that created the purchase order.

4567: Replenishment

The new Vendor Target for Volume has been incorporated into the Vendor Summary.

4615: Replenishment

The Vendor Summary has been modified so that instead of being a summary per vendor, it is now a summary per purchase order that will be created to that vendor.

4701: Replenishment

Warehouse Transfers that are created from Replenishment are now flagged as such. This allows the changes in Inventory Settings to be utilized.

4826: Replenishment

Added functionality to allow the user to transfer item en masse. The user is now allowed to highlight multiple rows within the grid and utilize the existing function of 'Actions -> Change Selected Line's Source -> Transfer From'.

5397: Replenishment

Added a detail grid beneath the main grid. On lines that are being purchased, this child grid can be expanded. The user can add lines to the child grid for additional warehouses and quantities. This allows the user to purchase the item from the vendor on a single purchase order line. Then, when the item is received, it will be transferred to the other warehouse(s) in the specified quantity.

4494: Sales Order

When entering a new sales order, the warehouse will be based on the user's warehouse when the customer does not have an assigned warehouse.

4497: Sales Order

The manual pricing formula for margin now accounts for vendor rebates during the calculation.

4502: Sales Order

Added a new field to Customer Maintenance for Require Order By. When this flag is checked, Sales Orders for that customer will require the user to provide a name in the Ordered By field.

4656: Sales Order

Users can now access a sales order that is locked by another user. However, the entire screen will be read-only.

4657: Sales Order

If the user has a sales order locked and then opens the same sales order on a second screen, the second screen will now be read-only.

4972: Sales Order

The logic behind the prompt that informs the user of a quoted price has been modified. Previously, the prompt was triggered solely by the item being quoted to the customer involved with this sales order. Now, the trigger is a combination of item and quantity. The customer must be ordering the quantity quoted (at a minimum) in order for the prompt to inform the user of the quoted price. This change is intended to prevent a scenario in which a customer calls for a quote of a large quantity in order in hopes of receiving a large discount, but later calls back and only orders a small quantity.

5002: Sales Order

Now preventing Vendor Drop Shipments on orders that are marked Ship Complete.

5056: Sales Order

See 5054

5268: Sales Order

Added new field level security to allow/deny the user the ability to set/remove AR Holds and Sales Holds in the Sales Order Totals screen.

5269: Sales Order

When using the Notify Vendor of Purchase Order function at the line detail level, the document will now be auto-routed based on document control settings.

4572: Vendor Credit

Dynamic Inquiries are now tied to Vendor Credits.

5060: Vendor Invoice

Added a column chooser option to show the Receipt number in the Item grid.

4574: Vendor Item Cost Comparison

The user can now change the item's default vendor from this screen.

4980: Vendor Item Maintenance

This screen has been redesigned to utilize space more efficiently.

4575: Vendor Item Quick Add

This area now functions like Vendor Item Maintenance in terms of labeling. The list price field will now be labeled as Vendor's List Price or Distributor's Cost for the same reasons as in the maintenance screen.

4566: Vendor Targets

Added a new Vendor Target for Volume.

4357: Warehouse Transfer

Added a column chooser option for Item Description.

Bug Fixes

4793: Counter Sales

Corrected an unhandled exception caused by the typical 'where' error.

4896: Counter Sales

Corrected an unhandled exception caused by the typical 'where' error.

5259: Counter Sales

Corrected an issue that could allow inventory quantities to become incorrect when manually modifying a line's quantity and then deleting that same line.

4901: Customer Credit

Corrected an unhandled exception that occurred when the user pressed Save while the screen was empty.

4375: Customer Location Quick Add

Corrected an issue that made the Save & Exit button nonfunctional.

4364: Customer Payment

Corrected an unhandled exception that occurred when the user clicked the Reverse Payment button while no payment was loaded.

5123: Customer Payment

Corrected an issue that allowed an overpayment to be created without being tied to a specific Customer when the payment was from a Customer Payor.

5258: Customer Payment

Corrected an issue with the Payment Logistix integration that occurred if the company does not use them as their merchant provider.

5200: Customer Quote

Corrected an unhandled exception that occurred when the user tried to release a quote before assigning a customer to the quote.

4973: Customer Return

Corrected an unhandled exception that occurred when the user tried to print a document while no document was loaded.

4396: Dynamic Inquiries

In Item Information, List Price and Last Cost are now displayed in Price/Cost UM instead of SKU UM.

5026: Field Security

Corrected an issue that prevented field level security at the Sales Order header level from being properly enforced.

4390: General Ledger Inquiry

Corrected an unhandled exception that could occur with certain filters.

4578: Item Maintenance

Corrected an unhandled exception that occurred in the Save As feature.

4978: Item Substitute Maintenance

Corrected an unhandled exception that was caused by the typical 'where' error.

4789: Pay A Vendor

Corrected an issue that allowed the user to select Vendor Credits, use the Apply Credits Only feature, but not select any detail records. The system was telling the user that this condition was not permitted, but then erroneously continued to post the payment anyway.

4707: Purchase Receipt

Corrected an issue that could cause the receipt to not be saved to the database properly when the user did multiple cycles of adding items to the receipt.

5119: Purchase Receipt

Corrected an issue that occurred when receiving special orders. The estimated tax on the sales order was not being recalculated based on the received goods, and if no other action was taken, the pick ticket could wind up having a different tax amount than the final invoice.

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Version 2015.1.0.28