Feature Additions and Major Changes

• Credit memos will now offer to change the tax rates to match the rates on the original invoice, so that the tax returned is the same as the original amount.

Bug Fixes and Minor Adjustments

• Fixed: On the credit card charges screen using F6 to do an account search would throw focus outside the form detail, and pressing tab would go to a whole new record.
• Fixed licensing bug that told a user they were over the limit if they were at the max logins, and a currently logged in user logged into a new module.
• Changed prepayments to enforce a nonzero exchange rate.

Bug Fixes and Minor Adjustments

• Fixed: selecting a customer/vendor/employee on a check was adding a line going to a header account ID if they didn’t have a default account.
• Changed to hide unnecessary fields when making an estimate (on the quote form), also fixed some label sizing.
• Changed estimates to show only the positive side of use taxes, (otherwise, the use tax amount would always be zero).
• Fixed: the valid until date on an order was editable whenever the conditional formatting turned it red.
• Changed substitution when importing from Connex to be more thorough (updates weights, also handles products that don’t have a 1:1 substitution ratio).
• Added “edit inventory” button to the line item options for RFQs.
• Changed the reminder list to use {units available+units on order+units being produced} rather than units in stock to calculate the products below their reorder point.

Bug Fixes and Minor Adjustments

• Fixed: build component substitution will now update the weight on the build and on the order detail line to take the new item’s weight into account.
• Fixed: Using the “Receive Payment” form and attempting to receive two different checks for the same invoice was compounding the first check amount, and not allowing the user to complete the second one.
• Fixed: during order duplication, if any discontinued items are replaced based on aliases, it was not bringing in enough data from the new item.
• CC process: changed to disable the cancel and receive payment buttons during payment processing.
• Fixed: setting the taxable status to a value other than 1 or 0 on voucher lines had been giving odd totals.
• Changed: Credit memos will now allow using positive “freight” and “other” amounts.
• Changed: the average of the average costs across all warehouses on the warehouse tab in the inventory form will now ignore warehouses with zero stock when calculating.
• Fixed: The purchase history tab will now skip any zero qty lines on vouchers.
• Production: Fixed substitution to update build weight and order detail weight to take new item into account.

Bug Fixes and Minor Adjustments

• Fixed an issue where list forms width settings would get lost.
• Widened the custom option description field in the value dropdown for custom options.
• Debit Memos no longer force negative “freight” and “other” amounts.
• Fixed an issue where inactive vendors could be chosen when converting an order to a PO.

• Fixed: selecting a job ID on an order will no longer remove the salesperson from that order if the salesperson on the job is blank.
• Fixed: When selecting a customer ID on a job, it should not overwrite the salesman ID to blank, even if the customer has no default salesman.
• Changes done in the create AP payment form will now be fully audit trailed.

• Changed functionality on form for converting orders with unreceived purchases, to invoices: Made text more explanatory, also added double clicking to choose pieces to convert.
• Fixed: having multiple orders open and converting one to a quote was adding audit trail for the wrong order.

• Modified rounding functionality introduced in 9.326: will re-allow manually setting an inventory item to have more decimals than the rounding level, but when it is put on an order, it will be forced to round. (this will allow greater precision for items with multiple units of measure, while still rounding the final price)
• Added an optional warning when changing the unit of measure on a quote/order/invoice if doing so is going to remove a set price.
• Fixed finance charge calculations: the calculation was using the manually set date for part of the calculation and the current date for another part, resulting in an incorrect set of invoices being charged if filtering by days past due being greater than zero.
• Fixed the “accounts impacted” dialog for Purchase Order and Purchase Invoice detail lines.
• Fixed: Setting a job ID manually on a purchase invoice was setting the COGS Account to WIP rather than WIP Clearing.