Version 2017.2.1.5

Table of Contents

Minor Enhancements
Bug Fixes
New and Updated Documentation

This version was released to all customers on Monday, October 16, 2017.

Minor Enhancements

7688: Bank Withdrawal

We've added the ability to export a file that can be used with additional third-party software to notify your bank about Positive Pay checks. Please see this article for more information.

7689: Bank Withdrawal

We've added the ability to export a file that can be used with additional third-party software to notify your bank about ACH payments. Please see this article for more information.

7847: Customer Document Inquiry

Added Order Source as a filter and as a column chooser option in the results grid.

7848: Customer Document Inquiry

Added Sales Force as a filter. This single filter will apply to both inside and outside sales forces. Documents will be returned as long as either one of those values match the filter. Also added Sales Force and Field Sales Force as column chooser options to the results grid.

7849: Customer Document Inquiry

The column that was formerly labeled "Entered By" has been relabeled to "Created By" to be more consistent with the terminology used in the rest of the application.

2585: Customer Payment

We've added a new feature to allow you to take deposits from customers. This can be initiated from two places.

In the Customer Payment screen, you can initiate this process via a new button titled New Deposit.

When initiated from the Customer Payment screen the deposit will not be tied to any documents; meaning that the details grid will be empty.
The Available Credits will always be $0.
The user will be forced to Post or Delete, there will be no save and post later.
The user won't be allowed to do a Pre-Authorization.
The post will post to GL as if this was a typical payment for an invoice.
The post will create a new type of Manual AR Document for the deposit.

Another way to take a deposit is within the Sales Order Totals screen.

When initiated from the Totals screen the deposit will additionally be tied to the sales order.
The deposit will not be treated as a prepayment and will not trigger the Has Prepayment flag in the Totals screen.
Shipping will not find these deposits and, as such, will not trigger any pop-ups or recalculations of payment amount(s).
The deposit will not be automatically applied during Sales Invoice Post.
This also provides a way to sort of take multiple payments against a single sales order, but has the drawbacks of the prior two bullet points.

7735: Customer Quote

Added a new action to this screen that will allow the user to automatically 'Schedule Follow Up'. When the user presses the button, the system will generate a new appointment in the scheduler on the main screen. The appointment will be displayed to the user so that they can make any necessary notes and modifications.

7798: Customer Quote

Deleting a line or an entire quote will now be reported in the "tattle-tale" file.

5672: Customer Reserve Quantity

We've added a set of features that allows your site to purchase a quantity of any stocked item and reserve it for and sell it to a specific customer. This quantity will not be available for sale to any other customers and will not impact usage statistics, reorder control calculations, or costing functions.

To begin, start a new Purchase Order. There's a new button in the main menu of this screen that is not included by default. You will need to use the customization process to add it to your menu. Once that's done, select New Purchase Order for Customer Reserved Quantity. The system will then ask you which customer the goods are being purchased for. You can also include a customer location. Proceed with the rest of the purchase order as you typically do. The only restriction is that all items must be stocked items; no virtual items or service items.

Next, when the goods are received during Purchase Order Receiving, the specified quantity will be stored in its own inventory layers and own quantity bucket.

When you're ready to sell this item to your customer, start your sales order and create a line for them item. At this stage, the quantity is still being pulled from regular stock. To pull from reserved stock instead, create a new detail record by using the new Create Detail for Customer Reserved Stock. The system will now fulfill the customer's request from the reserved stock.

7851: Customer Return

The user is now prevented from adding a Miscellaneous Credit line to this document. These items can still be entered on a Direct Credit in the Customer Credit screen.

5464: Customizations

We've added a button to the menu on the main Acclamare screen under File -> Customizations. Initially, the button will read Prevent Customization. When clicked, customization will be prevented, and the button will read Allow Customization. Click it again to make changes to screens.

Here's how Prevent Customization affects each widget:

Screens
- can still be moved
- can still be resized
- can still be minimized and maximized
Menu Bars Customization button is greyed out
- cannot change hot keys
- cannot add new buttons
- cannot remove existing buttons
- cannot move existing buttons or menus
- Add / Remove Buttons down arrow is hidden
- Toolbar selection pop-up hidden
Grids
- columns cannot be moved
- columns cannot be resized
- grouping is turned off
  - existing groups are preserved, but cannot be modified
  - no new groups can be created
- columns cannot be dragged out of the grid and therefore removed pop-up menu
- Group By This Column is greyed out
- Show Group By Box is greyed out
- Hide This Column is greyed out
- Best Fit is greyed out
- Hide Footer / Show Footer is hidden
- Allow Horizontal Scrolling / Make Columns Fit Inside View is hidden
Vertical Grids
- rows cannot be dragged
- rows cannot be rearranged
- rows cannot be removed from the grid by dragging
- when in single column mode, the splitter between the caption and the value cannot be moved
- when in bands mode, the value box cannot be resized
- the pop-up menu is hidden
Splitters
- cannot be moved
- collapse / expand button is hidden

There are three limitations to how this works.

No screen, other than the main Acclamare screen, can be open when toggling this button.
The main screen cannot honor this toggle while the application is running. If you want to make customizations to the main screen, after the Allow button has been clicked, you will have to exit the application. Once restarted, customization of the main screen will be allowed. Similarly, if you click Prevent, customization of the main screen will be permitted until the application is restarted.
Since all screens but the main screen must be closed, and there's no way to relaunch Dynamic Inquiries, Allow/Prevent will only apply to this screen once the application has been restarted.

5463: Dashboard

Via the Acclamare Command Center, any user can now be assigned more than one dashboard. In the user's dashboard view, we've added a drop-down that allows the user to select the dashboards that are available to them.

7662: Dynamic Inquiries

The Customer Aging section now respects the Company Setting for Customer Aging Method. Previously, it would always display aging by invoice date unless the underlying query was modified by technical support.

7781: Dynamic Inquiry

Added a 'Tags' row to the vertical grid in the Item Information section.

7666: General Ledger Inquiry

Added indexes to improve the performance of the underlying queries.

7906: General Ledger Inquiry

Made a change to the query so that Notes from GL Manual Entries will be displayed in the Reference column, if they exist.

7476: General Ledger Manual Entry

Added a question at the end of the post that asks the user if they want to print a register of the transaction. By doing it this way, the system is ensuring that the entry has been posted prior to being printed.

7796: Installation and Upgrade Wizard

Added a new upgrade choice for Repairs. This should only be used by IT support staff. Its purpose is to provide a way to recover from any situation in which the installation becomes out-of-sync. For example, after there's been a hardware failure and the database has been restored from backup.

7654: Item Maintenance

The Tags field now has a drop-down text editor so that all tags can be more easily seen at one time, instead of having to scroll to the right.

7752: Item Maintenance

We've added a feature that will allow an item to be temporarily marked as inactive. We added a field to Item Maintenance called Revert To Active On, which is a date field. The user sets the item to Inactive, DNR, or any other status that isn't Active and then populates this date field. In the daily cleanup, the item will be set back to Active once the date is tomorrow's date and also clears the date so that it won't be considered again until it's manually set again in the future.

7563: Kit Disassembly

When starting a new disassembly, the quantity will now be defaulted to a value of 0 in order to force the user to enter the number of kits being deconstructed.

7866: Kit Disassembly

The user is now prevented from posting when no lines have been chosen. This most typically occurred when the user selected to disassemble an item rather than a kit order. If the item didn't have a kit definition, no lines were created on the screen. If the user didn't pay attention, they could post which would cause the item to be taken out of inventory, but no components returned to inventory.

7410: Kit Maintenance

Added column chooser options to the component grid for Company Defined Cost and Extended Company Defined Cost.

693: Kit Order

Kit orders that are created via a sales order line detail now have their Due On date set to the same date as the sales order line's Pick On date.

7422: Line Renumbering

There are four areas in the system that currently allow for some type of line renumbering. After internal discussion and some user feedback, we've decided to make the feature uniform across all of these areas and have picked free-form renumbering as the new default.

Now, instead of the "Move Up", "Move Down", or "Move To" actions that exist in these areas, the user will simply be allowed to edit the line number directly. The system will still automatically populate and increment the line number on a new line, but the user will be able to change that number at will. The downside to this approach is that the user must handle all renumbering for themselves.

What this means for each area is as follows:

Sales Order
- will retain the existing feature
- will lose the Up/Down actions
Purchase Order
- will acquire the free-form feature
- will lose the Up/Down actions
Customer Jobs
- will acquire the free-form feature
- will lose the Move Line To action
Customer Quotes
- will acquire the free-form feature
- will lose the Move Line To action

7754: Mass Kit Order Post

Added a new screen that allows the user to post multiple kit orders at the same time. All kit orders that are in Being Built status and have a Quantity Being Built Now value greater than zero are retrieved into the grid. No orders are selected by default, but there is a check all box at the top of the column. If an order cannot be posted for some reason, the user is told that reason once the post completes.

7580: Pay A Vendor

Modified the way the invoice grid presently works so that when a user enters a payment amount manually for a specific invoice, that is less than the full amount due, the remaining amount does not all go to Discount.

7581: Pay A Vendor

When posting a Credit Application Only, the system will now write offsetting GL entries to AP in order to increase the visibility of the transaction. The new entries will also account for any terms discounts taken.

4967: Physical Count

Added a new action to generate a random count worksheet. When clicked, the following will happen:

The Filter for Warehouse is applied.
All other Filters are ignored.
The Setting for Number to Count is ignored.
All other Settings are applied.
Include class 1 - 3 items that haven't been counted for at least 2 months
Include class 4 - 6 items that haven't been counted for at least 5 months
Include class 7 - 9 items that haven't been counted for at least 8 months
Include class 10 - 12 items that haven't been counted for at least 11 months

Part of this idea is that if one of these random counts is done per month, every item will be counted over the course of the year. High volume items will be counted 4 to 6 times per year, mid volume items will be counted a couple of times, and slow movers will be counted once.

7768: Physical Count

Added Attached Document functionality to this area.

7753: Price & Cost Changes

Added the Vendor's Item Number as a column chooser option. If a vendor filter is applied, this filed will contain that vendor's item number. If no vendor filter is provided, this field will contain the item number of the item's default vendor.

6953: Price and Cost Changes

When the prices/costs are applied, if the item's list price is updated, the Last List Price Update date is now updated as well.

7408: Print Preview

The PDF Print Preview screen has always included a Print button. Under certain circumstances, document that are printed from this screen can produce a printed page that doesn't conform to the margins specified in the document. This is due to the default printing settings of this screen utilizing scaling that is set to 'Fit to Page'. While this setting is exposed to the user, and under their control in the printer selection screen that pops up after the user clicks 'Print', it is easily overlooked and potentially misunderstood. We've made a change so that the default is being overridden and set to 'Actual Size'.

7616: Purchase Order

Added an action that allows the user to create a new purchase order that is for Virtual Stock. Regardless of the actual item type, all items added to this purchase order will be received into Virtual Stock and will not be associated with any outbound documents.

7737: Quick Transfer

When posting a Quick Transfer, the inventory no longer goes through the autofill routine. Typically, these are being posted to fulfill a specific order and the autofill routine has a good chance of filling the wrong order.

7750: Quick Transfer

Added an audit trail table that captures minor details about the transfer.

244: Rework Order

Added two new actions to this screen. One will cancel the remaining quantity on the selected incoming line and return the unused outing items back to inventory. The other action will do the same, but return the outgoing items to inventory as damaged.

5178: Rework Order

Lines in the Incoming grid can now be deleted.

8059: Rework Order

The standard Attached Document functionality has been added to this area.

8124: Rework Order

Added a column chooser option for Item Description in both grids.

7858: Rework Order Receiving

The grid is now cleared after a successful post. This is consistent with other, similar areas of the application and makes it more clear to the user that the process has completed.

8201: Route Commissions

Changed some of the information on the invoices that the post creates. The Invoice Date and Due Date will now be set to the date of the most recent collection instead of today's date. The invoice number will still be a date range that starts with the date of the most recent invoice, but will now end with the date of the most recent collection instead of today's date.

8202: Route Commissions

Added the standard Check/Uncheck All box at the top of the grid.

7923: Sales Invoice

Closed a loophole that allowed the user to manipulate the Quantity Invoiced value on a line that was associated to a sales order line.

5084: Sales Invoice Post

Posting a credit will now reduce the Quantity Sold and Amount Sold values in the item's usage history for the current month.

7095: Sales Order

An item's Maximum Discount setting is now being evaluated. If any line's price exceeds its respective Maximum Discount, the sales order will go on hold.

7793: Sales Order

The drop-downs for Sales Force and Field Sales Force are now being filtered by their respective flags in Sales Force Maintenance.

7877: Sales Order

When using the Copy This Order action, the system will now recalculate all discounts, taxes, and fees without the user having to go to the Totals page on the new order.

8203: Sales Order

Made performance improvements for large sales orders that have many lines that will receive a family discount.

7383: Screen Locking

We've added a new feature to help prevent instances of duplication of work. To accomplish this, we're limiting certain screens from being accessed by more than one user at a time. If a user currently has one of these screens open, or if the same user tries to open the same screen a second time, they will be notified that the area is currently locked.

The screens that are included in this feature are:

Bank Deposit
Bank Register
Bank Withdrawal
Sales Invoice Post

7869: Stock Item Maintenance

In order to prevent manual entry errors, the user is now prevented from manually setting the Line Point value to a number that is lower than the Order Point value.

7776: Targeted Picking

When creating a new record, the vertical grid on the left of the screen now automatically takes keyboard focus and is ready for input.

115: Unit Cost Adjustment

Unit Cost Adjustments can now be performed for Rework Orders.

1808: Usage Adjustments

Added a column chooser option that will display the percentage difference between the Usage Rate and Actual Usage.

6565: Usage Adjustments

Added an action to Edit Multiple Months For Selected Item ... which will allow the user to select an item in the grid and edit more than just the month specified in the filters. This can also be activated by double-clicking a row.

6566: Usage Adjustments

Since there's no way for the regular routine to get these new items into the grid, we added a new action to Open an Item for Adjustment ... This feature can be used to perform an adjustment for any single stocked item. Additionally, If the item selected has no usage records, the system will ask the user if they want the system to create six months of history. If they say yes, the system will create six blank records starting from last month and going backwards.This can be particularly useful for helping the system determine stocking levels for newly stocked items.

8048: Vendor Invoice

When deleting a vendor invoice that has been reversed, the system will now also delete any records in Vendor Aging and Vendor Aging As Of. These records would have been cleaned up at close of day, but are now removed immediately.

116: Vendor Prepayments

Added a new area under Transactions -> Accounts Payable -> Make a Vendor Deposit that will allow you to make a deposit with your vendor. The deposit can be PO specific, if desired, but it can also just be tied solely to the vendor. The end result of this process is a vendor credit that can be manually applied to future vendor invoices.

1951: Vendor Return Shipment

Added the ability to use our standard third-party shipping integrations. This works the same way that it does in the Shipping interface.

7807: Vendor Search

The vendor's phone number is now considered during the default search pattern.

688: Warehouse Transfer

Added the ability to cancel quantity that cannot be shipped from the source warehouse. If 10 were requested, but only 8 can be shipped, you can now just cancel the remaining 2 instead of changing the quantity to 8.

7459: Warehouse Transfer Receiving

Closed a loophole that let the user post without selecting any lines.

Bug Fixes

8049: Counter Sales

Corrected an issue that could lead to estimated taxes being overstated when one or more lines qualified for a family discount.

8029: Customer Payment

Corrected an unhandled exception that occurred when the user tried to reverse a payment that had created an overpayment that had already been refunded.

8105: Dynamic Inquiries

Corrected an unhandled exception that occurred when loading the Item Images tab. The error occurred if one or more of the image files was deleted during the time that it took for the query to complete.

8067: General Ledger Inquiry

Corrected an unhandled exception that occurred due to an incorrect column name in the SQL statement. The error only occurred in databases with posted Service & Repair Tickets, and only if the Type was set to All or Service & Repair.

8217: Item Attached Documents Inquiry

Corrected an unhandled exception that occurred when the user tried to open a second item.

8164: Item Maintenance

Corrected an unhandled exception that occurred when using the 'Open in Filtered Mode' feature. While scrolling through the filtered records, if the user deleted one of the items and then tried to scroll 'First' or 'Last' they would exit the filter set due to the missing record. After that, any 'Next' or 'Previous' action would encounter the error. To prevent this, if a record is deleted, the user is now removed from filtered mode.

2174: Replenishment

Corrected an issue that could lead to an incorrect item type being placed on the resulting purchase order line. The issue occurred if the item was not stocked. Next, a sales order line was created for the item which resulted in a special order detail being created. After that, a stocking record was created for the item. Finally, during replenishment, a PO was created to fulfill the sales order line. That PO line should have been set to a virtual item, but was instead being set to a stocked item.

8062: Replenishment

Corrected a cosmetic issue that occurred when changing the source of a line to a new vendor. The displayed vendor item number is now being immediately updated.

6340: Reporting Services

Now trapping an error (HTTP status 503) that can occur during communication between the client and reporting server that is caused by the server machine being offline or overloaded. The system now gives a more user-friendly message of "The server is currently unavailable (because it is overloaded or down for maintenance). Generally, this is a temporary state."

8144: Rework Order

Corrected an issue that allowed the user to create a rework order for items that do not have a stocking record.

8127: Sales Order

Corrected an unhandled exception that occurred when the user started a new sales order, did not provide any information at all, and tried to print any document.

8170: Sales Order

Corrected an issue that occurred when using the 'Add to Document' feature while viewing 'Items from Customer's History'. If the historical line was for a quantity greater than 0 and the price source was from an item quantity bracket, the price being placed on the new sales order line was incorrect.

8200: Sales Order

Corrected an issue that occurred when trying to cancel a sales order line detail tied to a purchase order that had not yet been received. The user was incorrectly being notified that the detail could not have its quantity canceled because it was tied to a kit order.

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Version 2017.2.1.5