Version 2020.1.2.4

 

This version was released to all customers on Monday, December 21, 2020.

Minor Enhancements

10361: AvaTax

Our integration to AvaTax has been updated to the most current version of their SDK.

10203: Customer Quote

Added logic to prevent lines from being repriced upon release to a sales order when the price was manually set to $0.

10211: Dashboard

Created a new dashboard that provides information about user login and log out activity.

10210: Dynamic Inquiry

We've created a new Dynamic Inquiry interface that is based on the same widget used in the Dashboard area. This new interface is optional and is not shown by default. In order to access it, a system administrator will need to enable it in the Installation and Upgrade Wizard.

We developed this new interface for these reasons:

1. Eliminate the persistent issue of the red/yellow X in the grids that some sites are experiencing.
2. Remove the ability of the user to customize the screen.
3. Add the ability for a technical person or VAR to modify the screen.
4. Add the ability for a technical person or VAR to provide custom queries, data, and layouts.
5. Simplify the code base. The dashboard widget handles the threading and data management that is being done manually in the default interface. It also eliminates the need to handle the loading and storage of user customizations.
6. Optimize queries where possible.
7. Rewrite or add queries in order to reduce the amount of data that's requested from the server.

Grid Summaries by Selection

The company that provides the grids that we use throughout the interface has introduced a new feature that we've implemented in some screens. That feature allows the user to control the summary feature in the footer of the grid and can be used to see summaries base only on the rows that are highlighted within the grid rather than on every row.

To use this feature, do the following:

1. If footer isn't already shown, right-click grid and select "Show Footer".
2. If the column doesn't already have a summary, right-click the footer below the column and select "Sum".
3. Once you have a column that has a summary in the footer, right-click the summary and mouse over "Mode" to show another sub-menu.
   1. "All Rows" is the default, and is self explanatory.
   2. "Selection" will make the summation based on only the rows that are highlighted.
   3. "Mixed" will work the same as "Selection" with the exception that if you only have one row highlighted, the summary will be based on the whole grid.

This feature has bee implemented in the following screens:

• Bank Account Reconciliation
• Customer Document Inquiry
• General Ledger Inquiry

9994: Item Search

We've made several changes in the system to accommodate and simplify the use of broken box fees. These changes go beyond the scope of just the item search, but the search is mainly where users will interact with these changes. If your company sells items with multiple units of measurements and also wishes to charge broken box fees you should consider using this new method. Talk to your support person in order to determine if this is the right fit for your company.

The changes are as follows:

• There is a new setting in Settings Inventory for Include UPC in Search.
• There is a new flag in Item Units of Measure Maintenance for Charge Broken Box Fee.
• When the Include UPC in Search flag is set to True
  • All three levels of the item search will include the Item Units of Measure records.
  • If the UPC number for the record is not null, it will also be included in the search criteria.
  • If the UPC number for the record is null, the row will be included anyway.
  • The search results will now display the alternate UM in place of the Quantity UM and all pertinent quantities will reflect this value.
• In the pricing engine, the system will check to see if the chosen quantity UM on the line matches any records in the Item Units of Measure table.
  • If found, it will check that row's Charge Broken Box Fee flag to determine if broken box fees apply or not. Any line that uses the UM will charge a broken box fee regardless of quantity.
  • If not found, it will use the existing logic that checks the flag at the item level.
• In the Unit of Measure pop-up that exists in screens that allow the user to modify the UM, the UPC number has been added as a column chooser option so that the user can be aware of why a particular non-default UM may have been chosen for the line.

With the proper settings in the correct File Maintenance areas, this allows the user to select the unit of measurement for the line while selecting the item (in a single step) rather than selecting the item and then manually changing the unit of measurement (in multiple steps).

Bug Fixes

10180: Customer Quote

Corrected a cosmetic issue in the Field Sales Force field.

10186: Customer Quote

Corrected an issue that caused a difference between the Estimated Tax displayed in the Totals screen and the value stored in the database. The value in the Totals screen was correct, but an issue caused the value to be recalculated and incorrectly omit tax on freight before it was stored to the database.

10240: Daily Cleanup

Corrected an issue with the Daily Cleanup process that occurred only when a customer quote was tied to a Contact Appointment, was expired, and was scheduled to be deleted.

10363: Dashboard

Corrected an unhandled exception that occurred in the Default Operations Dashboard

10254: REST API for Sales Order

Corrected an issue that could occur when calling the PATCH endpoint.

10181: Sales Invoice

Corrected a cosmetic issue in the Field Sales Force field.

10187: Sales Order

Corrected an issue that caused the Estimated Tax to incorrectly omit tax on freight.