Version 2022.1.0.1

 

This version was released to all customers on Monday, February 14, 2022.

Minor Enhancements

11756: AvaTax

We updated Acclamare to work with the latest version of the AvaTax API.

11549: Bank Withdrawal

When the withdrawal contains at least 1 line marked as ACH, the system will now prompt the user to export the ACH file when the withdrawal is posted.

11626: Customer Collection Call

The Contact's Name field now works the same way as the Ordered By field in Sales Orders. It allows both free-form entry as well as the option to select a name from the customer's contacts.

11627: Customer Collection Call

We've added two new actions to this screen. The user can now highlight multiple rows in the grid and "Apply Current Note to all Selected Documents" or "Apply Current Follow-up Date to all Selected Documents".

10017: Customer Maintenance

We've added a new setting to Company Settings that allows your company to determine how long High Balance and High Balance Date are valid. This value of this setting is in weeks. The default value is zero and means that the system will never rest either value to their baseline values. If the value is set to 52, for example, the system will reset the High Balance to $0 and the High Balance Date to empty once the existing High Balance Date is 52 weeks old.

9822: Customer Quote

We've added a Quote Source field that works the same way as the Order Source field in a sales order.

10252: Customer Returns

Added "See Notes" as an option in the Reason for Return drop-down.

11755: DevExpress

We've upgraded to the latest version of DevExpress, which is what we use for all of out visual widgets. This latest version will display rounded corners on screens when using Windows 11.

11552: Document Control

When using the Email To feature, the system will now automatically populate the BCC field with the email address provided in the same field in Document Control.

11758: Dynamic Inquires

We've redesigned the Dynamic Inquiry interface with two goals in mind. First, we believe we've finally eliminated the random errors that could occur on some users machines. Second, we wanted to take advantage of some widgets that are now available that were not available when the screen was originally created.

11642: General Ledger Manual Entry

To avoid confusion, the Post Date field has been removed from the screen.

10346: Inventory Settings

For sites that use system generated unit control numbers, we've modified the MMDDYYYY routine to work with serial numbers as well. We also added a Note column to SalesOrderUnitControl and SalesInvoiceUnitControl. The user can add the Note column to the grid in Shipment and the value will be passed to the generated sales invoice.

10052: Item Change Wizard

This screen now supports Manufacturer and Country of Origin as filters and as targets for change.

11557: Make a Vendor Deposit

When posting a deposit, the system will now add terms to the resulting invoice. This will prevent downstream issues if the deposit is ever reversed.

11640: Pay A Vendor

Added Remaining Balance as a column chooser option.

11645: Physical Count

For items that have inventory issues that lead to negative quantity available, the system will no longer display the red X icon nor will it prevent changes from being saved, as long as the item is not checked.

9613: Price and Cost Changes

Added Country of Origin as a filter.

8876: Print Preview

Added a button to the PDF version of the Print Preview screen that allows the user to export the report to an Excel spreadsheet.

9669: Replenishment

Item custom fields have been added to the Extended Details grid.

9972: Replenishment

The user will now be prompted to be sure they want to continue with building an All Items worksheet that also contains no filters.

10226: Sales Order

Within the Shipping Information section of the header, the Account Number field now uses the Customer Location's Reference value when applicable.

10279: Sales Order

When using "Add Items from Customer History" the user will now receive a message if the item is already being quoted to this customer on another active quote. This is the same message that appears when adding an item to the quote through regular means.

11587: Sales Orders on Hold

We've added a column chooser option for the Terms assigned to the sales order.

10220: Vendor Invoice

The user will now get an informational cue in the Invoice Date field when it more than 30 days into the future or past.

9683: Vendor Item Maintenance

We've added a Cost Rounding field to the Vendor Item record which similar to Price Rounding in the Item record. By default, the value is 4 in order to keep it in line with the value that has been always been used by the system. Additionally, since this feature has only been requested by a single site, the value is not in the grid by default but is offered as a Column Chooser option.

11621: Vendor Rebate Maintenance

We've added a column chooser option for Vendor's Item Number.

11506: Vendor Return

The user is no longer able to change the warehouse once lines have been added.

11786: Workflow

Modified the workflow task related to past due PO lines so that the Expedite & Follow-up screen opens with the Acknowledged by Vendor filter set to Both.

Bug Fixes

11742: Appointments

Corrected an issue that caused the calendar to initially start in August 2021 instead of the current month.

11628: Customer Collections Inquiry

Corrected an issue that prevented the user from expanding the first row in the grid. All other rows could be expanded, the issue only affected the first row.

11652: Customer Credit

Corrected an unhandled exception that occurred when the user tried to delete a line.

9336: Customer History Inquiry

Corrected an issue that could prevent some payments from payors from being displayed in the grid.

11638: Customer Location Maintenance

Corrected a cosmetic issue with the Residence and Outside City Limits checkboxes.

11788: Customer Payment

Corrected an unhandled exception that occurred if the user tried to print a receipt for a payment that was made by a payor.

11647: Customer Quote

Corrected a cosmetic issue with the Bell & Gossett import function that only occurred when the user imported a second file into an existing quote.

11673: Customer Quote

Corrected an issue with the Bell & Gossett import function that was caused by special characters not being encoded correctly inside the file.

11684: Customer Quote

Corrected an issue that occurred at the line level if the user edited an existing customer item number and their edit exceeded 50 characters.

11709: Customer Quote

Corrected an unhandled exception that occurred when the user started a new quote, did not provide a customer, and pressed Edit Shipping Information.

11666: Customer Return

Corrected an unhandled exception that could occur when accessing the Totals screen at sites that are using AvaTax.

11681: Item Attached Documents Inquiry

Corrected an unhandled exception that occurred when the user clicked any line, viewed the attached document screen, closed that screen, and then tried to click on any other line.

11541: Item Bracket Maintenance

Corrected an issue that prevented the user from customizing the Discount Rate or Fixed Price columns back into the grid if they had previously removed them.

11668: Item Maintenance

Corrected an unhandled exception that occurred when the user tried to delete an item that was tied to a kit with kit history.

11669: Item Maintenance

Corrected an unhandled exception that occurred when the user tried to delete an item that was tied to one or more vendor items that were included in a Price & Cost Change.

11689: Item Maintenance

Corrected an issue that occurred when the user was scrolling through records using Filtered Mode, created a new item, and then resumed scrolling. Creating or deleting an item will now deactivate Filtered Mode.

11708: Item Maintenance

Corrected an unhandled exception that occurred when the user created a new item, clicked on Customer Item Maintenance, and answered No when the system asked to save their changes.

11663: Merge Items

Corrected two issues that were similar to two issues found in Item Maintenance. (add links to the other two issues that are also included in these release notes)

11655: Merge Vendors

Corrected an unhandled exception that occurred if the vendor being removed had been part of the route collection process.

11691: Physical Count

Corrected an unhandled exception that occurred when the user tried to delete a worksheet that had an attached document.

11677: Print Preview

When using the older Report Viewer option instead of the newer PDF option, the user will receive an unhandled exception if the ReportViewer package isn't installed on their machine. We are now trapping this error and giving the user a message that lets them know it needs to be installed.

11690: Printing

An error can occur when the printer fails to complete the print job. We're now trapping this error and giving the user a message that let's them know that the print job failed.

11653: Replenishment

Corrected an issue that prevented the user from posting a worksheet that would create a rework order.

11695: Replenishment

Corrected an unhandled exception that occurred if the vendor item record was set up to require purchasing in multiples of the vendor's minimum purchase, but the minimum was set to zero. File maintenance does not allow this condition to happen, so these items were either very old, or uploaded to the database outside of Acclamare.

11696: Reporting

An error can occur when SQL Server Reporting Services are incorrectly configured. We are now trapping the error and giving the user a message about the issue.

11702: Sales Invoice

Corrected an unhandled exception that could occur when trying to delete a direct invoice that had lines on it.

11657: Sales Order

Corrected an unhandled exception that could rarely occur when selecting a warehouse while creating a drop-shipment or transfer at the line level.

11676: Sales Order

Corrected an issue that occurred when the user was scrolling through records using Filtered Mode, created a new sales order, and then resumed scrolling. Creating or deleting an order will now deactivate Filtered Mode.

11688: Sales Order

Corrected a "where" error that could occasionally occur at the line detail level.

11726: Sales Order

Corrected an unhandled exception that could occur when the user created a new sales order, did not provide enough information to successfully save it to the database, and then tried to release it into a quote.

11654: Service & Repair

Corrected an unhandled exception that occurred when the user tried to post a ticket that contained no lines.

11567: Shipping

Corrected an issue that caused the tax on a minimum order fee to be calculated at $0 on the resulting invoice. This only occurred with the built-in taxing engine and not with the AvaTax integration.

11656: Stock Item Bin Maintenance

Corrected an issue that could occur when the user tried to delete a bin.

9630: Unit Cost Adjustment

Corrected an issue that mistakenly allowed an adjustment against a line that had already been consumed by a kit order.

11674: Vendor Maintenance

Corrected an unhandled exception caused by the "where" error.

11675: Vendor Quote

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

11634: Workflow

Corrected an unhandled exception that could occur when the system tries to save the customizations for the accordion control on the main screen.