Version 2019.1.0.7

Table of Contents

Minor Enhancements
Bug Fixes
New and Updated Documentation
1. 9118: Terms Maintenance

This version was released to all customers on Tuesday, March 12, 2019.

Minor Enhancements

9264: Acclamare Command Center

Like the Acclamare Client and Server, the Command Center now deletes old, unused dlls when it is restarted after an upgrade.

9267: Acclamare Command Center

Like the Acclamare Client, the user can now press the F1 key and be taken to the appropriate page in our wiki for more information about the screen they are currently viewing.

8958: Accounts Receivable Adjustment

Added a column chooser option for the document's original creation date.

As part of our new integration with Avalara we've made some modifications to our existing address validation feature as well as integrated a more full-fledged option using Avalara's address validation API. Using the Acclamare Installation & Upgrade Wizard, your system administrator can now choose between three options:

Manual Validation: When using this option, when the user presses the ellipsis button in any grid where address validation is enabled, the user's browser will be opened to a Bing search page that is pre-filled with the provided address. If the search is successful, the user is asked if the address is valid or not.
Zip Code: This method has existed in Acclamare for many years and remains unchanged for those sites that have chosen to purchase and maintain third-party zip code data. This option does not allow for street address validation, but does ensure that City, State, and Zip Code values are all correct and accepted by the USPS.
Avalara: This option takes full advantage of the Avalara API and is available to those sites that have purchased an Avalara license.

Please see this article for more information on these three options. Additionally, please see this article for more information about the Avalara integration option.

The areas impacted by this change are:

Customer Contact Maintenance
Customer Jobs
Customer Location Maintenance
Customer Location Quick Add
Customer Maintenance
Customer Quick Add
Customer Payor Maintenance
Customer Quote One-Time Addresses
Sales Order One-Time Addresses
Vendor Maintenance (only the vendor's address, not the payee's address)

Additionally, several screens, including ones not listed above, have had their customizations reset for the grids that display address information.

1601: Avalara Integration - Sales Tax

Avalara AvaTax is a cloud-based solution automating transaction tax calculations and the tax filing process. Avalara provides real-time tax calculation using tax content from more than 12,000 US taxing jurisdictions and over 200 countries, insuring your transaction tax is calculated based on the most current tax rules.

Acclamare comes with a built-in simplistic tax calculation routine that can meet your companies needs if you have a limited need to collect and report taxes. However, if you sell taxable goods in multiple states, or sell products that have complicated tax rules, Avalara is a superior choice.

Once your company has purchased, installed, and configured AvaTax, your system administrator will need to configure Acclamare in order to use it. Please follow the instructions in this article.

If your company is considering a purchase of Avalara, please let us know before you do so. As we have done throughout the development of Acclamare, we currently only handle the tax needs of the sites that have already purchased the integration. While this covers the vast majority of situations, it does not cover them all. The most important ones to note are handling fees, shipping insurance, surcharges, and minimum order upcharges. If your site uses any of these values, we will need to know before you go live on Avalara so that we can include those values correctly in the call to their API.

The areas impacted by this integration are:

Counter Sales
- In order to reduce the number of calls to the API, we've added a new field in Warehouse Maintenance that allows you to specify the tax rate at each warehouse. This value is used to estimate the taxes on the sale as the lines are entered and edited. Please not that this value is merely an estimate and my differ from the final value that is calculated by the API when the user takes a payment or otherwise finalizes the sale.
Customer Credits
- This applies to direct credits as well as those that were created by Customer Return Receipt.
Customer Maintenance
- We added a field called Entity Use Code that is used by the Avalara API to determine specific tax rules for tax exempt customers. If you do not provide a value for this field, and the customer is not taxable, Acclamare will assume a value of "G" which implies "Resale".
Customer Jobs
Customer Quotes
- In order to reduce the number of calls to the API, taxes are only calculated upon visiting the Totals screen. Additionally, the tax value is only saved if the user presses the OK button on the Totals screen.
Customer Return Receipt
- This applies to the Customer Credit that is generated during the posting process.
Customer Return
Authorize Customer Unreturned Merchandise
Item Maintenance
- We've added a new field called Tax Code to handle items that fall under special taxing rules. By default in Avalara, a basic taxable item has a code of P0000000. If you do not provide a value for this field, Acclamare will assume the default tax code value. This field has no relevance when using the built-in Acclamare tax calculator.
- We added an ellipsis button to this field that will open a page on Avalara's website that allows the user to search for the appropriate tax code.
Sales Invoices
- This applies to both direct invoices as well as those that were created by the Shipment and Vendor Drop Shipment Confirmation processes.
Sales Invoice Post
- When a Sales Invoice or Customer Credit is created, their taxes are calculated and stored in Avalara, but in an status that means that they are not yet official sales. The Sales Invoice Post process updates the appropriate records in Avalara so that the sales taxes are officially recognized.
Sales Orders
Shipment
Vendor Drop Ship Confirmation
A general note on all returns and credits: When lines on these documents are tied to a sales invoice line, the original date of the sale is used to determine the tax rate on a line-by-line basis in order to calculate the taxes more precisely.
A few notes on line-level taxability:
- When selling items to a taxable customer, the tax is purely determined on whether or not the item is taxable. A good example of this is buy food at the grocery store. In this situation, you are a taxable customer. If you purchase a soft drink, that item is likely taxable in your area. However, if you purchase a banana, it probably is not. As such, in Acclamare, line-level taxability is determined by the item when the customer is taxable.
- When the customer has a tax exemption number and is therefore not taxable, typically the entire sale will not be taxed. However, there are situations in which you may be informed by the customer that they are purchasing the item for taxable purposes. In this situation, you can simply change the Taxable flag at the line level and Acclamare will make the appropriate API calls to Avalara.

9290: Bank Deposit

Added a column chooser option for the customer's name.

9079: Bank Withdrawal

In order to streamline the entry and use of ACH payments, we've added a feature to "Apply Reference to all ACH Payments". When using the ACH feature, once the process has completed and a reference number has been generated, the user can now simply enter that reference on the first line and use this new feature to copy that value to all other ACH payments in the screen.

9033: Customer Quote

Added a column chooser option for "Location".

9084: Customer Quote

The "Copy This Quote" feature will now populate the carrier service and terms on the new quote with the corresponding values from the quote being copied.

9215: Customer Quote

Prices can now be manually edited after using the "Add Items from Bell & Gossett File ..." action.

9342: Customer Quote

When using the "Copy This Quote" action, the custom fields will now be copied from the original quote to the new quote.

9379: Customer Quote

Notes at the line level are now being copied to the document when using the Copy This Quote feature.

9014: Dynamic Inquiries

In the Customer Information tab we've added all of the new tax fields as well as the new layout of the vertical grid that is seen in Customer Maintenance. As a result, customizations for this grid will be lost.

9066: Rework Order

Rework orders can now be deleted even if they are tied to lines in the Expedite & Follow-up area.

8615: Stock Availability

Added column chooser options for Order Point and Line Point.

9093: Vendor Drop Ship Confirmation

The purchase order lines' "Received Date" is now being set based on the confirmation's "Invoice On" date rather than the system date.

9305: Vendor Invoice

In order to prevent mistakes, the following changes have been made:

When providing a Purchase Vendor, the Vendor will be automatically set to the same value if it is currently empty.
The Charges grid is inaccessible until a Vendor and Purchase Vendor are selected.
The Vendor cannot be changed once Charges exist.
The Purchase Vendor cannot be changed once lines exist.
Add Items From Vendor was being filtered based on the Vendor, it is now filtered based on the Purchase Vendor.

8536: Warehouse Transfer

The warehouse transfer search screen now contains a "Status" filter that is similar to other document searches.

Bug Fixes

9330: Customer Credit

Added the "Record Not Found" message to this screen to prevent an unhandled exception that would occur if a user clicked a hyperlink to a document that had been deleted. This can occur when a user is looking at an inquiry that has been open for a while and has not been refreshed. The credit can continue to appear in their grid even though another user has deleted the credit in the meantime.

9323: Customer Payment

Corrected an unhandled exception that occurred if the user tried to reverse a payment that created an overpayment and the overpayment had been adjusted in an AR Adjustment. The user is now prevented from reversing the payment in this circumstance.

9333: Expedite & Follow-Up

Corrected an unhandled exception that could rarely occur when deleting a note.

9252: General Ledger Inquiry

Corrected an issue that prevented Sales Tax Adjustments from appearing in the inquiry.

9328: Item Compliment Maintenance

Corrected an unhandled exception that could rarely occur when deleting a compliment.

9139: Item File Maintenance

When using the "Save As" feature, the system was not creating a Virtual Stock record for the newly created item. This has now been corrected.

9163: Kit Disassembly

Corrected an unhandled exception that occurred when disassembling a Kit (not Kit Order) that had a Minimum Line Charge and/or Broken Box Fee.

9087: Kit Order

Corrected an issue that could cause the wrong account to be debited when the line in question was a Service item. This only occurred under specific circumstances and was greatly influenced by the order of the lines.

9335: Kit Quote

Corrected an unhandled exception that occurred when retrieving an existing quote that contained a line for an item that didn't have an item description.

9129: Merge Items

Corrected an issue that caused the process to fail if the item being removed was contained in a Kit Quote.

9150: Merge Vendors

Corrected an unhandled exception that occurred when the vendor being removed was tied to Attached Documents.

9332: Pay a Vendor

Added the "Record Not Found" message to this screen to prevent an unhandled exception that would occur if a user clicked a hyperlink to a document that had been deleted. This can occur when a user is looking at an inquiry that has been open for a while and has not been refreshed. The payment can continue to appear in their grid even though another user has deleted the payment in the meantime.

9329: Physical Count Worksheet

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

9325: Price Contract Maintenance

Corrected an unhandled exception that occurred if the user initiated the Add Customers feature and then did not provide at least one filter.

9224: Quantity Adjustment

Corrected a cosmetic issue that prevented the UM field from being displayed.

9324: Sales Order

Corrected an issue that was caused by a sales order line having details of mixed type. This issue occurred when one detail was for a vendor drop shipment and the other detail(s) were not. This caused GL entries to be written to the wrong account for the details that were not vendor drop shipments. In order to prevent this issue, users are no longer allowed to mix vendor drop shipment details with any other detail type.

9089: Select All Checkbox

Corrected a cosmetic issue that could cause the Select All checkbox to be invisible for some users. Clicking in the space that the checkbox should have appeared still allowed the user to the select/deselect all, but the checkbox itself was not visible.

Wiki

Wiki

Version 2019.1.0.7