Feature Additions and Major Changes

• P10: Added previous year selection in date range selector, with last 5 years available. Also added “This Month” date range option.
• P10: Added more right click options to lists: view related, duplicate, print, preview, pdf, email, attach, open floating, post invoice/voucher, convert RFQ to PO, convert PO to voucher, release PO/MO. Also allow dragging attachment files onto a list to attach them to the currently focused line(s), or dragging attachments onto a transaction window.
   
• P10: added/fixed unit of measure editor, class editor, inventory custom attributes.
• P10: Added option to open all rows in separate tabs when ctrl+clicking “open all” from a list.
• P10: open a second instance of a list screen by CTRL+Clicking the menu item.
• P10: Changed the “On Hold” banner text to “Pending Release”.
• P10: Added detail description filter to transaction lists as well as a product ID dropdown.

Bug Fixes and Minor Adjustments

• Fixed: If an order is set to a ship via that sets builds on hold, then it will no longer allow or prompt user to release the order.
• P9/P10: if an item is not set up to be manufactured, they will be disallowed from making a trim drawing.
• P10: Added dropdown to the Pcs Buildable field in batching screen to show pcs buildable per component. Also added company name as optional column.
• P10: Fixed: selecting a subcategory in the production batching tree wasn’t working
• Fixed: changing pcs on an order line was resetting the discount even on a “Set Price” line.
• Un-completing a build in production will now revert the build quantities to their defaults.
• P9/P10: substituting an item in production will now change which line is the linked component. Resetting substitutions will reset the linked component to the original line.
• Changed: totals in P10 prepayment list should be positive not negative.
• P10: changing the sales price on a new invoice line before it is committed was not marking “Set price”. Also, if doing an “insert line”, and then setting product and price without letting it commit, it didn’t keep the manually set price.
• P10: Transaction deletion wasn’t obeying security settings. (both the disallow all deletion and the individual module deletion rules).
• Added support for QB Exports that do not have quoted fields.
• P10: pressing cancel in production build wizard was still completing the build if on the lot selection page.
• P10 will now save your position within an order when doing a trim draw rather than scrolling to the top of the screen.
• P10: editing sorts and moving bundle lines around was leaving lines with wrong bundle IDs. Changed to redo bundles when leaving sort mode.
• P10: Made credit card processing fall back to company preferences for UserID, password, and security ID, if there local settings aren’t available. Also improved the process of manually importing .ini settings to P10 local settings.
• P10: Added notes/message to print/signature popup for transactions. Allow editing these on posted/completed transactions and for people with view-only permissions for transactions. (except signature info will require the user to have normal edit security permissions)
• P10: when converting to PO: selecting a bundle should select all items. changing vendor should change all in the bundle.
• P10: Fixed: the “Jump to default date” button was cut off in production lists.
• P10: Fixed: print button in prepayment and customer history were causing a crash.
• P10: If set to show completed items in work order list, sort them to the bottom.
• P10: Changed to save last selected operator when completing build in production.
• P10: Fixed: Production operator name should display full name rather than ID.
• P10: Changed to allow manually entering arbitrary data in the “original order” field on orders.
• P10: Fixed: editing a comment on a build was setting it on all build steps, not just the current one.
• P10: Completing a step when no coil was specified was clearing out the comment.
• P10: Scanning a build to complete it will no longer ask the user to confirm pcs.
• P10: Fixed: some attachment forms weren’t setting the edit mode properly/allowing deletion. Also added icon formatting for attachments in some forms that weren’t showing indicator of existing attachments. Added receivables to the set of lists that allow dragging to add attachments.
• P10: Fixed: Adding “load time” column to delivery list wasn’t saving.
• P10 will now Allow users to select a different salesperson in POS screen. This will re-filter the receipts list.
• P10: Fixed: clear locks in invoice detail was showing no options.
• P10: allows opening multiple (paging) on customer, vendor, purchase invoice.
• P10: List screens will now keep the last selected report when refreshing the list.
• P10: Added right click menu for opening inventory item from transaction and for receiving voucher lines.
• P10: Changed invoice to no longer disable pieces shipped when a line has a shipping lock on it.
• P10: Fixed: transaction history wasn’t automatically reloading when navigating to another product.
• P10: Fixed: the screen to convert a quote to RFQ/PO was not sorting correctly.