Feature Additions and Major Changes

• Dramatically improved the speed of searching audit trail (about 100x faster)
• P10: Added freight calculator to dispatching trips detail form.
• Production: added production warehouse user preference: if set, it only shows machines from that warehouse.

Bug Fixes and Minor Adjustments

• P9: Fixed: opening vendors via the vendor hyperlink, editing and saving was recalculating prices on PO/VI/Prepayment even if it was already completed/posted.
• Changed pricing code to make order and invoice assembly detail obey pricing rules.
• Add filter possibility to order list that shows orders fully shipped/backordered but not invoiced.
• Fixed: duplicating or renaming an inventory item was not carrying over certain fields like strColor or decMinMargin.
• When a user attempts to delete an order, it will warn them about any lines locked by manufacturing.
• P10: Fixed: voucher was showing “completed” when it should show “posted”
• P10: added total rate (and all other missing columns) to Voucher and PO lists.
• P10: Fixed: daily deliveries and transfers: Warehouse dropdowns don’t exclude discontinued warehouses.
• P10: Added warning for any invalid units of measure on orders/invoices when the user tries to update prices.
• P10: Changed to allow converting order to RFQ even if there is a credit hold.
• P10: Fixed so you no longer get low stock warning when releasing order with lines that are negative.
• P10: Added exclamation icon beside subtotal if there are lines with zero prices (like P9)
• P10: Fixed attachment adding: it needed to populate the contact ID and contact type fields. Otherwise the attachments added don’t show up in P9.
• P10: Fixed bug where task notes would get cleared when dismissing a task.
• Fixed: editing production date in production needs to handle/allow MO lines.

Bug Fixes and Minor Adjustments

• P10: Inventory form cleanup. Re-enabled adding and editing products.
• Fixed: P9: changing warehouse on PO/VI was updating dept on header but not on details.
• Fixed: P9 substitution in the quick build form doesn’t zero out old item qty when substituting.
• Fixed: P9 user could edit inventory warehouse quantities in inventory warehouse tab. (Those changes didn’t save. It was just a visual bug.)
• P10: Added rounding levels and sort orders to mileage rates in the mileage calculator. Also fixed so that mileage rates can be deleted from the setup form.

Feature Additions and Major Changes

• P10: Added TomTom API support: this allows calculating mileage on a given order/invoice and calculating freight prices based on that mileage.

Bug Fixes and Minor Adjustments

• Added a preference on individual customers to exempt them from the new feature for automatic CC fees on payments.
• Changed to disallow the return character in customer PO field P9 and P10.
• Fixed: if a user deleted the deposit value in a make deposit, it was leaving it as null and the deposit would not load again after it was closed.
• P10: Fixed: Adding a special trim to a released order and then later editing that line was marking the set price flag.
• P10: Changed conditional formatting on comment lines to only show product/description as red. Also, on normal lines, the price will be formatted as red on zero lines.
• P10: Fixed totals at the bottom of inventory history: it was adding the details onto the group summaries, effectively doubling the resulting total.
• P10: Changed trim drawing to be a separate tab so it can be moved around.

Bug Fixes and Minor Adjustments

• Added date and time keyboard shortcuts in P10 to add date or timestamp to the current keyboard location. (ctrl+; and ctrl+shift+;)
• Fixed Order to PO conversion to multiply build detail and assembly detail quantities by the header qty.
• Fixed: invoice CC markup was marking up the existing value in the “Other” field even if it was supposed to be resetting the “other” amount.
• P10: Fixed: Could not open prepayment from list.
• Fixed: If there is already an “Other” amount, then it won’t show the cc fee field in the receive payment dialog.
• Fixed: If a user cancels out of credit payment and tries a second time without closing the payment form, it should not apply markup the second time.

Feature Additions and Major Changes

• Added optional configurator URLs to P9 and P10 – this allows for custom configurators to be created for different product types (similar to how trim draw works now).
• P9/P10: Added feature to payments that automatically applies a percent markup to the order/invoice if the customer chooses to pay with a credit card.
• P9/P10: Added the ability to convert assembly detail lines and build detail lines to purchase orders and RFQs.
• P10: Added stop order as an optional column to daily deliveries.
• P10: Added summarized MC, PO, and TR as optional columns to the trip detail popup form as well as the truck summary list.

Bug Fixes and Minor Adjustments

• Added “discount sales price” to Edit Pricing Levels and “percent of margin cost2” to Edit Pricing screens in inventory list.
• Added a preference to AR sales taxes to allow auto-replacing based on zip code, even if they are zero rates. (zero rate codes by default do not get auto-replaced).
• When adding a new job, it won’t populate start date, instead it will get set when they post the first Job transfer.
• Removed popup when user types wrong zip code that offered to add it to the list. Normal users shouldn’t be adding those.
• Universal search: orders/quotes should show the most recent first.
• P10: added a column to prepayment list that shows a comma separated list of the job IDs on the prepayment. P9: added a search box for job ID.
• P10: Fixed: saving a transaction wasn’t always removing the blank newline at the bottom.
• P10: Fixed: if tax 1 and tax 2 are enabled, the “Pay now” field on the order was hidden.
• P10: Fixed: when a popup is open in a transaction, all the ribbon buttons will be disabled.
• P10: Cleaned up lot selection screen sizing. Set column widths to better values.
• P10: Added field above signature on invoice to type in the signature name.
• P10: Fixed: delivery stop order when dragging and dropping (It wasn’t autosorting afterward).
• P10: Fixed: Production Detail timestamp wasn’t showing time, only date.