9.305 Posted on July 31, 2018 by Derek Martin Will now allow editing shipping addresses on completed/posted orders/invoices if the user is an admin. (This will leave taxes unchanged). Removed the “You are about to create a sales order…” popup when converting a quote to an order. Changed the PFM importer to support MBS format as well. (Button now just says “Import File”) Fixed: converting a quote to an order would leave the quote in edit mode.
9.304 Posted on July 31, 2018July 10, 2020 by Derek Martin The “Open Orders” popup will never automatically appear when creating an invoice if the customer has no open orders. Dispatching: Changed trips to consolidate trip detail so that the user cannot add an order to the same trip twice. (previously could be done by adding part of an order, and then adding the rest of it afterward). The prepayment form will no longer show the terms or due date fields: they were meaningless at this point. Added a way to set jobs as canceled. This will mark the job as completed, and set a canceled flag. This can only be done if the job has no activity. When an order is released to manufacturing, any changes will set “ysnReleaseHold” on that line to true. These lines will not be able to be pulled until re-released. Fixed: if starting to enter a product on an order… and then backspacing it and leaving the line, it will remove that line rather than requiring the user to press escape. Added an option in “pay bills multi-vendor” to keep the changes after closing. (So one user can make the selections and another user can review them)
9.303 Posted on July 27, 2018 by Derek Martin Added driver name to the Fulfillment detail screen. Added audit trailing to merging customers/inventory/vendors/GL accounts. Added a “Invoice and Credit Memo” filter to customer history.
9.302 Posted on July 26, 2018July 27, 2018 by Derek Martin Changed the Reconciliation screen to use the new report when printing. Importing things was failing if too many decimal places were used. Now it will just round to five decimals and import. Minor improvements to the GL account F6 search. Enabled double click selection on the credit memo selection popup. Fixed a bug where the “Valid Until” date was not updating after using “Update Prices”. Added a popup list of a customer’s open invoices after posting a credit to their account, to allow the credits to be more seamlessly applied to open invoices. Added a way to edit the “Quantity to Back Order” for a line of order detail by opening the line item options. This quantity will be deducted from the ordered quantity to calculate the shipped quantity when making the invoice. Re-enabled editing lines that have been ignored in Fulfillment. If the line is then edited in Paradigm, it will show back up in Fulfillment. Fixed a bug with double-clicking a blank ship date to set it to the current date where builds were not properly getting production dates.
9.301 Posted on July 20, 2018July 25, 2018 by Jadon Martin Fixed: On the Inventory physical count worksheet, if using Unit Measures that were not equal to 1 and the resulting quantity had greater than 5 decimal places, the physical count analysis was treating those lines as zeros. Made PO screen require up to date totals before saving. (There had been problems with the saved order total sometimes being different than the correct total) Added a change to table linking to hopefully mitigate the email missing attachment problem. Also added more error logging to confirm that the errors are what we thought. Fixed vendor form to allow choosing from all GL accounts Changed the Purchasing Agent to update all inventory quantities when pressing the Update Qtys button. (it had been missing units being produced) Added the ability to apply old customer credits from the receive payment form. Changed Paradigm to show the user an error asking if they want to close paradigm, if they had a resources exceeded error. (this was previously suppressed) Fixed bug that allowed deleting posting journal entries Build form now supports aliases, and the build importer does too. (including replacing the U/M with the U/M for that alias) Fixed receive payment screen to allow selecting any previous customer credit. Not just prepayments.
9.300 Posted on July 16, 2018July 10, 2020 by Derek Martin Fixed: Converting a PO to a PI will now calculate the terms based on the current date rather than the PO date. Removed the setup checklist. Added a CTRL+SHIFT+A shortcut to get to audit trail. Once a job is changed out of the status of “estimate”, the “Add Quote” button will change to “Add Order”. Fixed final billing for a job: it would find and post to the correct tax code, but the tax rate displayed on the invoice was the one from the customer. Fixed: If doing a final billing for a job and then immediately posting the job, it would give a benign error stating that the job has already been billed fully. Added double click to the quote/order ship date to set it to the current date if it is blank. Fixed build substitution to handle different unit measure quantities and non-linear items that have linear amounts on them. Added an F6 customer search to the job form. Added the “Copy Billto to ShipTo” button to the quote form (the same as the one on the order form). Added a “PcsToBackOrder” to the order detail, and made order conversion factor it in. To be edited from Fulfillment. Added a possible fix for the email resources exceeded bug. Fixed build posting so that it won’t try to receive the build with a null cost if there is no detail cost. Changed the customer form back to working with smaller screens. (problem noticed on 1440×900) it still might not support smaller screens than that. Dispatching: added conditional formatting to the max LG field if length is larger than truck max LG, also did this for max weight. Dispatching: no longer will show truck ID or Driver ID to the user when creating them, it caused confusion. Production: added a form to show recently completed builds and will allow un-completing them as long as the order is not completed. Production: added a form to allow adding/removing bundles from the selected order. Can be turned on/off as a user security preference (System>Security>Settings). Production: The rollformer production screen will now normalize the measurements (e.g. 0′ 60″ => 5′ 0″) Production: added an option to always prompt for operator when completing a build at a machine.
9.299 Posted on July 2, 2018July 10, 2020 by Derek Martin Made the min/max length requirements automatically reset the length if changing a product on a line, and the previous length did not fit min/max requirements. Completely enabled the units pulled field: it is now shown in the inventory form in the warehouse tab. When duplicating an order or invoice, it will now reset any accounts on the detail lines to the defaults for those inventory items. Added a company preference to set whether or not to lock shipping information on orders that are on transfers. Added ability to set certain ship vias to require a shipping address before releasing an order. If they try to release anyway, it will allow copying the bill address. Added a company preference to decide whether or not to show bill to address in Dispatching if the shipping address is missing. Changed job dashboard to show detail of the selected job beside the Job ID dropdown. Also added in ability to double click transactions in dashboard to open them. Fixed the Purchase Invoice form: It was assuming that if the line was assigned to a job, then the job must be using WIP accounts, even if it wasn’t. Fixed: sales tax was not immediately calculating when importing into a quote. Made invoice posting handle builds with null costs. (Those happen in the case of builds with no assembly lines.) Changed Purchase Invoice tax total to display a total even for a use tax (Tax with positive and negative components), but not include it in the order total in that case. Added audit trailing to the pricing sheet and pricing level sheet forms. Just logging the user and number of products updated.
