- Minor Enhancements
- 7117: Acclamare Look and Feel
- 7019: Alerts
- 6970: Carrier Maintenance
- 7020: Counter Sales
- 7081: Counter Sales
- 7027: Customer Credit
- 7029: Customer Credit
- 3710: Customer Payment
- 6951: Customer Payment
- 7021: Customer Payment
- 7040: Customer Payment
- 7017: Customer Refund
- 7018: Document Settings
- 5636: Incoming Stock
- 7059: Item Search
- 7124: Item Search
- 7084: Monthly Finance Charges
- 7063: Pay a Vendor
- 7065: Physical Count
- 7066: Physical Count
- 7067: Physical Count
- 7114: Print Preview
- 7069: Promotion Maintenance
- 7085: Promotion Maintenance
- 105: Purchase Order
- 7086: Purchase Order
- 7088: Purchase Order
- 4018: Sales Order
- 5817: Sales Order
- 5846: Sales Order
- 6255: Sales Order
- 6866: Sales Order
- 7023: Sales Order
- 7060: Sales Order
- 7082: Search Screens
- 7068: Targeted Picking
- 2224: Unmatched Purchase Receipt Purge
- 7004: Vendor Credit
- 5607: Vendor History Inquiry
- 7064: Vendor Maintenance
- 6880: Vendor Payment Search
- Bug Fixes
- 6861: Attached Documents
- 7000: Attached Documents
- 6885: Counter Sale
- 7003: Counter Sales
- 6840: Customer Payment
- 6860: Customer Payment
- 6924: Customer Payment
- 6897: General Ledger Recurring Entry Release
- 6947: Item Search
- 6853: Kit Order
- 7156: Merge Items
- 6881: Purchase Receipt
- 6997: Quantity Adjustment
- 7002: Sales Invoice Post
- 6867: Sales Order
- 6926: Sales Order
- 7070: Sales Order
- 6865: Usage Adjustments
This version was released to all customers on May 2, 2016.
Minor Enhancements
7117: Acclamare Look and Feel
There is a new skin available: Metropolis Dark.
7019: Alerts
In an attempt to increase the visibility of mandatory alerts, the notification pop-up has been moved to the upper left corner of the screen.
6970: Carrier Maintenance
The Freight Income field is now a required field. This change will avoid a situation that could cause an error in Sales Invoice Post if the value was left empty.
7020: Counter Sales
When taking a payment for a counter sale that contains both lines and credits, the payment amount is now being defaulted to the net amount due.
7081: Counter Sales
Added a new button to the Action menu and main toolbar for One Step Completion ... This action will allow the user to take a payment, post the sale, and print a receipt with just one button click. If any step is not completed, the subsequent step(s) are not fired.
7027: Customer Credit
Added Attached Document functionality.
7029: Customer Credit
Added a hyperlink to the "Source" field in the vertical grid so the user can quickly open the associated RMA/UMA.
3710: Customer Payment
In the credit area, an overpayment row now shows the reference number of the payment that originally created the overpayment.
6951: Customer Payment
Added functionality for Cash payments.
- Added a visual cue to the Balance To Apply row that's visible when the value isn't $0.
- When change is due, posting the payment will prompt the user that change is due and include the dollar figure.
- The prompt will ask if the change is being refunded or if an overpayment should be created.
- If change is tendered, the payment amount is reduced to the net payment (cash less refund).
- If change is not given, an overpayment will be created as usual.
7021: Customer Payment
When the user changes the payment type to "Cash", the system will now automatically set the reference to "CASH".
7040: Customer Payment
Added the ability to post a reversal and an NSF to a different period.
7017: Customer Refund
Added a new button to the Action Menu: Process Refund to Original Credit Card Payment ...
There are several things that will prevent the user from using this function:
- No rows are selected.
- More than one row is selected.
- The row that is selected is for a Manual AR Credit. This function only works with Customer Credits and Overpayments.
- The customer credit is not tied to an RMA or UMA, which means the document is not tied to a sales invoice.
- The customer credit is tied to a document, but that document is not tied to a sales invoice.
- The system was able to determine a single sales invoice, but that invoice is not in Paid status.
- The system was able to determine a single sales invoice, but that invoice is involved in multiple Customer Payments.
- The system found a customer payment, but the payment is not a Credit Card payment.
- The system found a customer payment, but the payment hasn't been deposited yet.
- The system found a customer payment, but it is not in Sale or Post-Auth status. It can, and should be, voided instead.
- The system found a customer payment, but it is for multiple documents.
7018: Document Settings
Added a BCC column that accepts multiple email addresses. When a document is emailed, the system will automatically BCC all addresses listed for that document type.
5636: Incoming Stock
Added a column chooser option for the order date.
7059: Item Search
Added four new columns for the SKU values of Quantity On Hand, Quantity Available, Quantity Backordered, and Quantity On Order. The existing columns were left as the Quantity UM Values. Also modified all existing price, cost, and quantity columns. Values that are in SKU are followed by (S), values that are in Quantity UM are followed by (Q)
7124: Item Search
Added a visual cue that simply states "This is a new item." when the item's DateAdded is within the last 14 days.
7084: Monthly Finance Charges
The user can now specify the number of days past due an invoice can be before triggering a finance charge.
7063: Pay a Vendor
Added a visual cue to the Available Credits column. This will also appear in the column and row indicator in Pay Vendors.
7065: Physical Count
The Class drop-down now has a description column.
7066: Physical Count
Add a filter to include or exclude items with no system quantity on hand.
7067: Physical Count
Added a filter that will allow the user to include or exclude items that have not had any activity since the last time the item was counted.
7114: Print Preview
When using the PDF Print Preview, the user can now use Save As ... to "export" the document to a new PDF file.
7069: Promotion Maintenance
When mass adding customers, accounts that are closed or on hold are no longer added.
7085: Promotion Maintenance
When using the mass add customer feature, the user can now specify the family discount and customer bracket flags
105: Purchase Order
Users can now cancel the remaining quantity on a line that is not going to be received.
7086: Purchase Order
When manually adding a PO, if the user modifies the cost, they are now asked if the vendor item record should be updated as well.
7088: Purchase Order
Added Attached Document functionality.
4018: Sales Order
When using customer item numbers, if the user types over the existing number, they are now being asked if the number is new or a replacement.
5817: Sales Order
Phase I of implementing the Allow Decimals flag in Item Maintenance. Currently, it is implemented as follows:
- It only works at the sales order line level.
- The user will get an "Information" cue in the row indicator, if either the quantity or committed is a fractional quantity.
- The user will get a "Warning" cue in the quantity cell if it is a fractional value.
- The user will get a "Warning" cue in the quantity committed cell if it is a fractional value.
- It does not work at the detail level.
- It does not work in any other sales, purchasing, or inventory screens.
-
It only works at the initial entry of the line.
- This was done to mirror the way the other "information" or "warning" messages work.
- Also done to avoid issues with historical data.
5846: Sales Order
Added a new button to the Estimated Rebate column. This button allows the user to clear the rebate when this particular sale won't be eligible for a vendor rebate.
6255: Sales Order
The Allow Backorders flag has been removed. This was a legacy field that was never implemented and has an overlap with item statuses that also prevent backordering.
6866: Sales Order
This is a two-part enhancement.
- First, there is a new File Maintenance area called Sales Order Cancel Note Maintenance. In this area, you can define reasons that sales order lines may be canceled.
- Second, a new column has been added to the Sales Order screen that allows the user to note the reason that the line is being canceled. This works similar to the functionality found with Purchase Order Expedite and its Note Maintenance. The user can select one of the predefined notes or supply their own free-form reason.
7023: Sales Order
The user is now being prompted if they try to reprint a pick ticket on an order that is already in Being Picked status.
7060: Sales Order
Added visual cues to the Commit and Backorder fields to indicate when virtual stock is available.
7082: Search Screens
Added a hot key under the S in Search Criteria.
7068: Targeted Picking
Added a filter for all documents exclude backorder documents backorder documents only
2224: Unmatched Purchase Receipt Purge
Vendor Drop Shipments can now be purged.
7004: Vendor Credit
Added Attached Document functionality.
5607: Vendor History Inquiry
The detail grid is now available for Vendor Credits. The detail grid will show which document(s) the credit was applied to.
7064: Vendor Maintenance
Terms is now a required field.
6880: Vendor Payment Search
Added the ability to search for a payment by status.
Bug Fixes
6861: Attached Documents
Corrected an unhandled exception caused by the user not having network permissions to access the folder and/or file. The exception is now being caught and displayed to the user.
7000: Attached Documents
Corrected an unhandled exception that occurred when the file has been deleted, moved, or renamed outside of the application. When the user clicks the file to open it, the file cannot be found.
6885: Counter Sale
Corrected an unhandled exception caused by the typical "where" error at the header level.
7003: Counter Sales
Corrected an unhandled exception that occurred when the user manually set the price on a line that was family priced.
6840: Customer Payment
Corrected an unhandled exception that happened when the user tried to add an attached document while the screen was empty, or when the payment wasn't in a state that could be saved.
6860: Customer Payment
Corrected an unhandled exception caused by the typical "where" error at the credit level, most likely the associated document number.
6924: Customer Payment
Corrected an issue that occurred when the user abandoned a credit card payment, but still saved it.
6897: General Ledger Recurring Entry Release
Corrected a posting issue that occurred when the entries were set to be automatically reversed. If this was done in the final period of the year, the reversing entries were set to the correct date, but not the correct fiscal year and period.
6947: Item Search
Corrected an unhandled exception that was caused by a column in the Advanced Search being incorrectly included.
6853: Kit Order
Corrected an unhandled exception caused by the typical "where" error, most likely the item number for the kit (header).
7156: Merge Items
Corrected and unhandled exception that occurred if the item being removed had associated price/cost change records.
6881: Purchase Receipt
Corrected an unhandled exception caused by the typical "where" error at the line level.
6997: Quantity Adjustment
Users are now prevented from increasing availability on inactive items.
7002: Sales Invoice Post
Vendor Drop Shipment lines on sales invoices are no longer being recognized for usage statistics.
6867: Sales Order
Corrected an issue that could let the user edit the Created By field.
6926: Sales Order
Corrected an issue that could cause the wrong Minimum Order bracket to be chosen when multiple brackets existed.
7070: Sales Order
Corrected an issue that prevented Static POs from being automatically assigned to sales orders that originated from being released from a quote or P&A.
6865: Usage Adjustments
Corrected an issue that allowed the user to try to do a negative adjustment.