Version 2018.1.0.1

 

This version was released to all customers on Monday, March 12, 2018.

Minor Enhancements

8353: Company Required Fields

Added a new setting for Customer Quote: Quoted To.

8204: Customer Document Inquiry

In order to remain consistent with a recent column name change in the grid, the filter formerly labeled Entered By has been relabeled as Created By.

8385: Customer Maintenance

When a new customer is created, the Currency Code is being defaulted to the Currency Code found in Company Settings. If no value is found in Company Settings, the customer's code is being set to USD.

8420: Customer Maintenance

The user is now prompted when changing an existing customer's Account Number. In order to potentially prevent accidental renumbers, they are asked if they are sure they want to proceed with the change.

8422: Customer Maintenance

Account Number changes are now being recorded to the tattle-tale file.

8518: Customer Payment Search

Added a column chooser option for User. This is the user that created the payment.

8529: Customer Quote

Added a process that will import Bell & Gossett projects for sites that are manufacturer's reps of that company.

8530: Customer Quote

Added Landed Pricing to this area. The function is accessed from the Totals screen. If released into a Sales Order, the landed prices will be carried over to the new order.

8192: Customer Return Receipt

Customer Return Receipts that have not yet been posted can now be deleted.

8285: Estimated Actual Cost

In order to improve performance in all areas where the pricing engine is being run, we've begun storing an estimated actual cost in the stocking record. Prior to this change, we were scanning all active inventory layers to calculate this value in real-time. This number was seemingly more accurate, but only if all of the quantity being requested was available and the line being input was also next in line to be shipped. If either of these conditions were not met, the value was still essentially a best-guess estimate.

8227: Expedite and Follow Up

Added a new Filter for Buyer. This filter only applies to Purchase Orders, not Rework Orders.

8447: Expedite and Follow Up

Added a column chooser option for Created By.

8479: General Ledger Inquiry

AP Adjustment and AR Adjustment notes now appear in the Reference column.

8495: General Ledger Recurring Entry Release

The entry line amounts are now editable prior to posting.

8129: Item Maintenance

Changes to the Account Group and Product Group are now being recorded in the tattle-tale file.

8245: Items from Customer History

Discontinued items are no longer being displayed in this screen so that they cannot be accidentally added to a sales order.

8286: Record Not Found

Occasionally users are drilling into other users documents, and those documents have already been deleted. Many times, this is from within Dynamic Inquiries, but it occurs from other sources too. Previously, this caused an unhandled exception. Now, the user should be getting the standard Acclamare error screen which will inform them that the record could not be found.

8287: Report Not Found

Occasionally, users will click on a report from within one of our screens, but the underlying report doesn't exist. Sometimes, this is because the reports been incorrectly renamed. Sometimes, it's because we've added a new report, but the site hasn't deployed the new RDL. At any rate, the user gets an unhandled exception. The user will not get the standard Acclamare error screen which will now inform them that the report could not be found.

8208: Sales Invoice

When changing the customer on a posted invoice, the user is now prompted as to whether or not they want to proceed with the change.

8384: Vendor Maintenance

When a new vendor is created, the Currency Code is being defaulted to the Currency Code found in Company Settings. If no value is found in Company Settings, the vendor's code is being set to USD.

8421: Vendor Maintenance

The user is now prompted when changing an existing vendor's Account Number. In order to potentially prevent accidental renumbers, they are asked if they are sure they want to proceed with the change.

8423: Vendor Maintenance

Account Number changes are now being recorded in the tattle-tale file.

8533: Warehouse Transfer Search

Added a column chooser option for Shipped date.

Bug Fixes

8308: Attached Documents

Corrected an unhandled exception that occurred when the user tried to open a file and didn't have an application installed that could open the file.

8549: Customer Refund

Corrected an unhandled exception that occurred when the user attempted to process a credit card refund and closed the pop-up window without selecting a bank from the drop-down.

8552: Customer Return

Corrected an unhandled exception that was caused by the typical "where" error at the line level.

8556: Customer Return

Corrected an unhandled exception that was caused by one or more items in the return not having an Item Description.

8396: Customizations

Corrected an issue that prevented all search screens from not respecting the customization locking setting.

8328: General Ledger Inquiry

Corrected an unhandled exception that was caused by GL Manual Entry notes that were longer than 50 characters.

8553: HTTP Errors

HTTP Error 404 is now being captured by Acclamare and the user is being given a more descriptive user-friendly error message instead of an unhandled exception.

8554: Inventory History Inquiry

Corrected an unhandled exception that was caused by any item that did not have an Item Description.

8262: Kit Order Printing

Corrected an unhandled exception that occurred when the user tried to print before retrieving any documents.

8545: Merge Customers

Corrected an unhandled exception that occurred if the customer being removed had any record in Counter Sales or Order Source Overrides.

8370: Merge Vendors

Corrected an unhandled exception that occurred if the vendor being removed had any records in the Landed Cost table.

8460: Monthly Finance Charges

Corrected an issue that caused a single invoice to be retrieved multiple times if it was tied to a Customer Job.

8305: Sales Order

Corrected an unhandled exception that occurred if the user tried to access the Available Pricing window a second consecutive time per line.

8618: Sales Order

Corrected an unhandled exception that occurred when using the Action for Add Bill of Materials.

8502: Unit Cost Adjustment

Corrected an issue that occurred when doing an adjustment for a Rework Order that caused sales invoice lines to appear that were not directly tied to the incoming item, but were instead tied to one or more outgoing items.

8345: Vendor Aging As-Of

Corrected a cosmetic issue that was causing some of the balances to be displayed with the wrong sign (+ or -).

8467: Vendor Invoice

Corrected an issue that prevented foreign currency invoices from being posted if they contained any lines in the Charges section.

8489: Vendor Return Shipment

Corrected an issue that caused the incorrect GL account to be used in the posting process. This occurred if the item was not stocked when it was purchased and was not stocked when the Vendor Return was created, but a stocking record was created prior to shipment.

8297: Warehouse Transfer

Corrected an unhandled exception that could occur when trying to delete a line while the grid was sorted by any column other than Line.

New and Updated Documentation

8279: Accounts Receivable Process

Added a new section that describes the overall Accounts Receivable Process.