Feature Additions and Major Changes
- Set up vouchers, checks, payables and GL accounts to handle different currencies (Exchange rates).
- P9/P10: Added a prepayment total column to the order list.
- P9/P10: Added option to show cost2 in quote/order/invoice forms. Also allow showing a margin based on cost2.
- P10: Added a high contrast option to dispatching.
- P10: in order form, the “Balance:” total field will no longer include terms discounts. A total including those discounts will be shown in a field below that.
Bug Fixes and Minor Adjustments
- If a job is lump sum, we won’t ever automatically set them to “In Progress” if they are currently “Billed”.
- Made P9 customer dropdown in quote/order more efficient.
- P9 transfer form: improved performance of product dropdown.
- P9: improved performance of invoice customer dropdown.
- Fixed P9 job transfer report list. it now has a separate list of reports from the invoice list.
- Fixed: P9 physical count import will handle phantom empty rows at the bottom of spreadsheets.
- Fixed: P9: on an invoice, selecting a Job with a different department ID was setting it on the header but not changing detail depts.
- Changed purchase order scan form to add the items to the PO in the order they were scanned. (was previously alphabetical)
- P9 will now allow deleting lines on an invoice even if there is a manufacture lock on that line.
- P9 Fixed: Scan button in voucher will be forced to be disabled when posted.
- P9: Fixed: un-completing a PO will update units on order.
- Fixed: Order import will use the imported description when it uses the “Misc” product for an unknown product ID.
- Fixed: Builds were sometimes using the department from the quote rather than department from the order they are on.
- When splitting an order that is already assigned to a trip, the user will now be warned that the split lines will be removed from the trip.
- Added support for in-memory tables to improve performance of view-related popup and units committed.
- P10: in some cases, POs and vouchers were being given the sales AR account rather than the purchase AP account.
- P10: Fixed: selecting a customer was failing if the customer was assigned a rep with a null Commission percentage.
- P10: improved text editor popup used on dispatching notes popup, and in the custom summary field setup.
- P10: in the open quotes/open orders screen, we will prevent selecting an order if it is has an edit lock.
- P10: Fixed: Converting an order to an invoice will ask for manual item selection if the company preference for that feature is enabled.
- P10: changed smartbuild API client to allow multiple smartbuild accounts.
- P10: Orders will now notify users of missing freight if their ship via requires it.
- P10: Improved data committing on all forms: (if user edits a field and closes without leaving that field) Also fixed bug where certain fields were not handled.
- P10: Fixed: list screens were failing to load if the printer list for reports was un-available (only was an issue when running from certain servers where printers were not supported).
- P10: added a “Prepayment Total” and “Rep” column to order list.
- P10: Fixed: customer form will now automatically populate the ship-via field.
- P10: When splitting an order that is already assigned to a trip, the user will now be warned that the split lines will be removed from the trip.
- P10: fixed: if user attempted to edit a transaction that was locked by another user, it was trying repeatedly to edit, rather than just once.
- P10: Will now enforce security settings for users wanting to edit ship via settings via dispatching settings.
- P10: fixed errors when manually selecting lots. Was not recognizing the lot IDs.
- P10: Changed SWI build completion to set the time stamp and notes field when it finished.
- P10: changed to allow user to run reports in dispatching even if the “Disallow Opening Paradigm” setting is turned on.
- P10: made navigation keyboard shortcuts standard across the different transaction screens: (ctrl+home, pgDown, etc.)
- P10: Fixed: popups with checkbox columns, such as the split order popup, were requiring the user to hold down CTRL when selecting.
- When posting a job, it will now show warnings about any open transactions before any warnings about WIP differences.
- Fixed: the job dropdown in job dashboard was not showing some jobs that had unlinked debit memo lines.
- Fixed: dispatching delivery list was failing to load details if an order had a phone number > 50 characters.
- P10: printing reports from list will use the standard report dialog if only one transaction is selected to print. PDF naming will also use the full name in that case.
- P10: the prepayment column in the order list will now show only two decimal places.
- P10: Fixed: can now remove the “customer type” from a customer after it has been set. also made it easier to remove the salesperson and customer PO from an order/invoice.
