9.289 Posted on May 30, 2018 by Derek Martin When doing an email blast, there is now a “edit all” button to edit the subjects and bodies, and add attachments to all the emails in the blast at once. Shipped lines on posted invoices will no longer disallow copying the detail text. Added a company preference to define a remit to message for order and invoice reports. Fixed: when on a posted invoice, adding a new invoice was not re-enabling the form. Item code was not remembered if changing an already committed one. GL lines on a job transfer were not automatically linking to purchase invoices, also the list to manually link them was not showing correctly for GL lines. When adding a new user, it will immediately create a user preference record rather than requiring that user to log in. Fulfillment detail form will not show bundles or comments, only inventory items. Order/invoice detail lines will now lock down when the detail line has any shipping status > 0 (printed,pulled,shipped…). Added audit trailing to posting bank reconciliations. Added a build number validator for after releasing to recover from issue where a new build number was not committing to starting number table. Fixed: Posting a job transfer for Special order or GL lines was removing the job ID on those detail lines. When re-selecting a job ID on quote/order/invoice/job transfer header it will re-verify the detail lines.
9.288 Posted on May 25, 2018May 30, 2018 by Derek Martin Added printing to the payable list. Added a fulfillment detail form to show pieces pulled/marked shipped for an order. Accessible from the “Schedule” tab on an order. Changed cash drawer settings to ask for a cash drawer every time if you have one set in the .ini file. The credit memo source selection form will now show any discounts on the lines shown.
9.287 Posted on May 22, 2018May 25, 2018 by Derek Martin Final tweaks for customer contacts. Added notes field in vendor sites. Fixed a data changed error after adding a bundle in the middle of an order or quote. Changed some button names in the Pay bills multi-vendor list. Fixed an issue with deleting an entire bundle. Added Lineal measurement limits to units of measure to only allow certain units of measure between a certain length. Fixed a display issue with Percent of Margin Cost 2 items in the inventory form. Adding a GL line to an order will now set both the pieces and quantity to 1. Made the ‘cancel’ option on quotes and orders more prominent, and moved the ‘Complete’ option to the advanced tab, as ‘cancel’ should be used more than ‘complete’. Fixed an issue with kit codes and descriptions. Pressing the complete button will now take no action if the quote/order is already canceled.
9.286 Posted on May 21, 2018May 22, 2018 by Jadon Martin Added a utility in the Job Transfer Linking form to create a purchase invoice based off of the selected line: This is tied to a security setting allowing or disallowing it. Changed contact adding from customer search form to not automatically bring up the search form, but let a user select the customer ID from the customer list. Fixed: Aliases with Units of measure were not bringing in the Unit of measure into the order form since 9.285. Fixed: On the order form, if you edit the last field in the tab order and then tab out of it, instead of going to the detail, it would jump back to the customer ID. Fixed: Final billings for jobs were not using the tax ID set in company preferences even if one was set up. Customer contact IDs can now require a pass phrase before adding to an order. Customers can be set to require a contact ID on orders, or require a contact ID with a password. If passwords are required, than only users that can edit customer detail are allowed to edit that customer’s contact IDs. Changed: Both tax 1 and tax 2 will always show on the customer ship-to form. Fixed: Credit memos for jobs were failing to post if the credit memo was set to require voucher links . Added a “Notes” field to vendor sites.
9.285 Posted on May 17, 2018May 17, 2018 by Jadon Martin Fixed bug in the displaying of the payments/discounts total in the invoice form. Fixed bug that disallowed unposting invoices for already posted jobs: it should have only disallowed voucher-linked invoices for posted jobs. When the company preference is set to disallow items being set to both taxes, it should not worry about bundles or comments. Fixed bug in journal entries: clicking unpost, and then saying “No” was allowing editing the header of a posted journal entry. Fixed field alignments in the reconciliation form. (it was only showing if the chosen account had a non-USD currency set). Changed the text on the “Print filter” button to read “Print/Email Filter” on any list forms where applicable. Un-releasing an order is now logged in the audit trail. Item drop-down for Invoice/Purchase Invoice in the view related form will now show Received and Shipped quantities rather than Ordered quantity. Speed increase for the login screen: was able to stop linking to the views that had the most drastic effect on login time. The vendor prepayment list now shows totals as positives to match the AR Prepayment setup. Added GL account search to most forms that allow selecting GL accounts (F6). Fixed: Changing a customer or vendor ID will now update the BLOB Link for anything related to it. Fixed: When auto-creating a Purchase Invoice for a negative Job Transfer line, it was saying that the the lines needed to be split even though they didn’t. Posting a zero value Purchase invoice will now immediately mark it as paid in full. Job invoices will now by default require linking to a purchase invoice even after the job is posted: (we previously disallowed this, but now want it as it helps to keep costs and procedures consistent). Forms that allow the selection of a state will now limit the selection to a drop-down rather than just a text box. Users must now have company preference permission before being allowed to edit contact method types and masks. History tab in the customer form will have a new option to show all open orders, unpaid invoices, and prepayments. Fixed: On the quote form, the bill to phone number was disappearing when editing the customer information from the hyperlink. Set price and discount fields will no longer get locked by manufacture lock. Lines with any kind of lock (shipping, production) will no longer be able to be deleted without first using the clear locks option to remove the lock. Changed the total weight field on quotes and orders to not be editable. After trying to set manufacture to true on a line that does not allow manufacturing, it will reset to no, rather than requiring the user to do so. Removed the ability to add new products from the order, PO, etc. forms. Changed email form to sort newest emails to the top rather than the bottom. Also changed the “Failed” filter to not show ones that failed but were later sent successfully. Update totals utility will now include overpayments. Removing a ship date from a released order is now disallowed: the user can change the date but not remove it. The universal search now allows searching with special characters (* or ” or ‘ or [ or %). If searching for a new phone number with the universal search and then adding a new customer from the customer search form, it will now add the phone number to that new customer. When opening a customer from an order, it will no longer ask to update the ship to if they had not edited the customer. Audit trail now tracks posting/unposting receivables. Added audit trailing to the sales tax form. Fixed: purchasing agent will no longer show discontinued items. The “returned payment” button is now bound to a security setting so the average user cannot press it. (Also moved it away from the “receive payment” button to stop accidental presses.) General assembly form will no longer ask to update the sales price. It should always update. Added an “Insert Duplicate Bundle” button to the line item options, and made the “Insert Duplicate Line” button handle builds properly. When emailing a debit memo, the subject line will now read “Debit Memo…” rather than “Purchase Invoice…” Added the F6 customer search to receivables and prepayments, and removed the popup when applying the amount paid on a receivable. Did a general speed overhaul to the quote/order/invoice forms: especially when adding/editing detail lines. Almost completely removed flashing when entering new lines. New users will now default to using the website for trim drawing. Removed references to TotalAccessEmailer, now that we have completely transitioned to Paradigm Email. Overhauled customer contacts and sites: users are now able to select a contact for each order. Fixed bug that allowed a user to add a new class without having any tax codes assigned to it. (this caused any items assigned to the class to be completely nontaxable). Removed confirmation when adding a new customer from the universal search. Changed customer ID creation behavior to ask for confirmation before creating, if the user had only entered the last name without the first name. Fixed: Attachments not carrying over from order to invoice. Fixed: Clicking the contact link, pressing ESC, entering a contact and closing it, puts the contact on the form but does not create it, causing a key error. Fixed: On quote/order/invoice form, after entering bundle code, focus was being set to the first product on the order instead of description on the line just added. Fixed: CTRL+G search for a customer did not enter edit mode properly: gave data-changed errors. Resolved data changed error after adding a bundle above a line on an order or invoice and changing a line below the bundle. Fixed the data changed errors: in split order form when selecting and deselecting bundles. Fixed: Splitting a bundle off of an order leaves the bundle line on the old order, as well as putting it on the new order. Changing a line to nontaxable now updates the totals at the bottom of the form immediately (quote, order, invoice). Fixed the issue with the contact not getting copied when converting quote to order. Paradigm will auto-generate contact IDs based off of the name. Double clicking in a order form’s customer notes will open an editable popup showing the full text. When adding a contact method, it allows giving a method and a label as well. When searching, if “Warning” is in customer notes result will show red. While searching, account balances will show based on a users security permissions.
