Version 2015.1.2.11

Table of Contents

Minor Enhancements
Bug Fixes

This version was released to all customers on July 20, 2015.

Minor Enhancements

5622: Authorize Customer Unreturned Merchandise

The "Unit of Measure" columns are no longer read-only. The user can now select alternate units, when available.

5862: Bank Withdrawal

When a payment's type is "Credit Card" the payment will now be unselected. This will allow the function to work correctly when the user selects the line to be included in the withdrawal.

5868: Bank Withdrawal

Added a column chooser option to display the Credit Card Vendor associated with the payment.

Added a new maintenance screen in the Configuration Utility that allows companies to specify fields as required. These fields are not required by the system, but can be set, at the company level, to be required. For Phase I, we've included only Sales Order fields. The available fields are: Sales Force Field Sales Force Promised By Date Ordered By Order Source Custom Fields 1 - 10

5204: Customer Credit

Added a "Notes" field to the header.

5845: Customer Quote

Corrected an issue in which vendor rebates could be calculated with a negative value.

5599: Customer Return

Added a column chooser option for the original cost that is associated to the invoice line, when applicable.

5630: Customer Statement Printing

Customer Statement Printing has been streamlined by the modification of a flag in Customer Maintenance. Invoice Delivery Method now includes the values of "Invoices Only", "Statements Only", and "Both Invoices and Statement". Customers that use "Invoices Only" will no longer be included in Customer Statement Printing. An additional benefit of this change is that customers that use "Statements Only" will be included in Invoice Printing, but the system won't actually send or print the invoice. This provides similar functionality as the "Do Not Send" flag that resides in Customer Document Control, without the need to create a record in that screen.

5831: Customer Statement Printing

All lines will now be unselected by default.

5605: Dynamic Inquiries

In the "Stock Availability" inquiry, stock item records that are inactive are no longer displayed.

5771: Dynamic Inquiries

We've attempted to improve the performance of Current Inventory, Incoming Stock, and Outgoing Stock by making them warehouse specific.

5818: Item Maintenance

Users are now prevented from adding Stocking records to Service items.

5697: Item Search

To increase performance, improve usability, and make it easier to maintain, the Item Search has been rewritten. This new approach should make the search faster when searching for exact item numbers. Also, when doing a broader search, it should find results more easily without the need to use the Advanced Search feature.

5733: Kit Order

Added a Notes field at the line level. This field will display any notes that are associated to the relevant line in the kit definition. Additionally, the notes are modifiable by the user and will pertain only to this particular kit order line; the kit definition notes will remain intact.

5734: Kit Quote

Added a Notes field at the line level. This field will display any notes that are associated to the relevant line in the kit definition. Additionally, the notes are modifiable by the user and will pertain only to this particular kit quote line; the kit definition notes will remain intact. If this quote is released into an order, these notes will also carry over to the generated order.

5848: Pick Ticket Printing

Customer related Dynamic Inquires are now sensitive to the lines in the grid.

5820: Price and Cost Changes

The process has been modified to only include items that are in "Active" status.

5600: Purchase Order

Notes at the header level are now more easily viewed when the order has been fully received. Previously, this field was locked down due to the order's status and was harder to read.

5875: Purchase Order

Line deletes are now being recorded in the tattle tale file.

5602: Replenishment

Expanded the "Change Selected Line's Source -> Choose a Vendor ..." function. When multiple lines are selected, this function will now apply the chosen vendor to each line. If a selected line is not sold by the chosen vendor, that line will be ignored.

5772: Replenishment

When an item is set to Min/Max and the Min is set to zero, the item is not longer included in a Demand replenishment unless the item also has demand.

5775: Replenishment

Added an action that allows the user to purchase the selected item for an additional warehouse. This feature is not allowed on Special Order lines.

2508: Sales Order

When creating a Purchase Order or Vendor Drop Ship detail, the vendor's alerts will now be displayed, when applicable.

4749: Sales Order

Added a visual cue to the grid that appears when a stocked item has no quantity available, but does have quantity available in virtual stock.

5174: Sales Order

Customer Jobs have now been more fully integrated into Sales Orders. If the customer's job requirements are set to "Required" or "Ask", a prompt will now appear that informs the user and allows them to select a job. Any items added to the Sales Order that also exist on the Customer Job will be awarded the price specified on the job instead of the pricing engine price.

5467: Sales Order

Line level family pricing is now active. This logic will be applied to the order when viewing the totals screen, or when exiting the order in any manner that would normally cause totals to be recalculated.

5673: Sales Order

Lines that have details will now have their Quantity set in a different manner. Previously, the Quantity was simply a summation of the Quantity at the detail level. This could lead to some confusion if the line had multiple details, some of which had cancelled quantity. Now, the Quantity will be a summation of the Quantity less the Quantity Canceled at the detail level.

5791: Sales Order

Users can no longer set the Quantity to zero. They are now also prevented from changing the Quantity at all once the Quantity Invoiced is greater than zero.

5836: Sales Order

While on a new line, if the user cancels out of the Item Search screen, the line is now also canceled. This saves the user the step of having to manually clear the line.

5790: Taxing

Taxing logic has been expanded to include taxing at the warehouse level for Counter Sales and Will Call Sales Orders. We've also incorporated logic in the Item and Taxing Entity areas to apply a special tax rate for items that are not taxed at the standard rate.

5683: Vendor Credit

Added a column chooser option to display the credit's current balance.

5780: Vendor Credit

Added standard "Post & New" functionality.

5694: Vendor Document Inquiry

Added a column chooser option for purchase order line notes.

5279: Vendor Drop Ship Confirmation

Added the ability to record unit control numbers.

5679: Vendor Invoice

The user is now prevented from creating an invoice for $0.00. The user is also being prevented from keying in a discount amount that is greater than the invoice amount

5896: Warehouse Transfer

Added logic to prevent the user from printing the pick ticket when no lines have quantity committed to them.

5021: Warehouse Transfer Receiving

It is now possible to receive a quantity that is less than the quantity due.

Bug Fixes

5661: Attached Documents

Corrected an unhandled exception that prevented Attached Documents from being deleted.

5787: Authorize Customer Unreturned Merchandise

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

5663: Customer Aging

Corrected an issue with Manual AR Charges. The system is now correctly aging based on Due Date. It was incorrectly aging based on Document Date.

5936: Customer Collections Call

Corrected an issue that prevented the "Days Past Due" field from displaying data.

5874: Customer Payment

Corrected an issue that prevented the customer's Last Payment Date from being updated correctly when the payment was from a payor.

4193: Customer Quote

Corrected an issue in which Complimentary Items being added to the quote were always being added with a quantity of one.

5921: Customer Quote

Corrected an unhandled exception that occurred if the user clicked the ellipsis button in "Quoted To" field prior to selecting a customer.

5779: Expedite & Follow Up

Corrected an unhandled exception that occurred for purchase orders with non-stock lines.

5960: Expedite & Follow Up

Corrected an unhandled exception that occurred when using the Purchase Order filter.

6013: General Ledger Recurring Entry Release

Corrected an issue that caused all entries to be reversed if at least one entry was set to be reversed.

5454: Item Maintenance

Corrected an unhandled exception that occurred when using the Save As feature.

5629: Item Maintenance

Corrected an unhandled exception that could occur when switching from an item with multiple stocking records to an item with no stocking records. This could lead to an error when trying to refresh the Dynamic Inquiries.

5722: Kit Quote

Corrected an issue that could cause predefined components from having their cost reflected accurately.

5725: Kit Quote

Corrected an issue that could cause predefined lines to have their price left at List Price instead of the pricing engine price.

5878: Merge Items

Corrected an unhandled exception that could occur due to the new Counter Sale Credit Line and Counter Sale Order Line tables not being accounted for in the merging logic.

5945: Merge Items

Corrected an unhandled exception that occurred when the item being removed had an attached document.

5811: Monthly Finance Charges

Corrected an unhandled exception that occurred when a customer had more than one past due Job.

5926: Price & Availability

Corrected an issue that could cause the wrong line to be deleted when the grid was not sorted in normal line sequence.

5628: Purchase Order

Corrected an unhandled error that could occur when clicking the hyperlink in the detail grid.

5665: Purchase Order Receipt

Corrected an unhandled exception that was caused by items that were eligible for family level purchase rebates.

5935: Replenishment

Corrected an unhandled exception that could occur when a special order line had more than one vendor item record that matched the vendor filter.

5901: Sales Invoice

Corrected an issue that caused the price on direct invoice lines to be potentially incorrect after the user changed the quantity.

5967: Sales Invoice Post

Corrected an unhandled exception that occurred when a customer credit included a freight refund.

5876: Sales Invoice Tax Adjustment

Corrected a few cosmetic issues that could occur when toggling the "Taxable" flag on and off. Some fields may not have appeared to refresh until the user placed the cursor in the field in question.

3232: Sales Order

Corrected an issue that occurred when changing the quantity on a sales order line detail that included multiple document chains. Now, if the sales order line detail is tied to a kit order, and one or more of the lines on the kit order is in-turn tied to a purchase order or rework order, the user will be given an error message that tells them about the document chain, and will be prevented from changing the quantity.

5655: Sales Order

Corrected an issue that caused down-stream GL issues. When the user selected a stocked item, but then added a detail for Virtual Stock. Now, if other details already exist, the user can no longer add a Virtual Stock detail. If no other details exist, the line is treated as if it is a virtual stock item rather than stock.

5709: Sales Order

Corrected some issues that could occur when changing the warehouse on an order that had existing lines.

5721: Sales Order

Corrected an issue that could cause stock to be over-committed. The situation occurred when an item was on a sales order on multiple lines. If the user then used the "Copy This Order" function, the new order could contain lines with over-committed stock if the item had enough quantity available to fulfill each individual line, but not enough to fulfill the summation of those lines.

5753: Sales Order

Corrected an issue that caused the order to remain locked. This occurred when the user had the order locked, the order was the newest order in the system, the user used the "Next" or "Last" function, the user was told they were already on the last order, the user used the "Previous" function. At the end of this chain of events, the order remained locked by that user.

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Version 2015.1.2.11