Feature Additions and Major Changes

• Added two new options for calculating terms discounts: [No Freight] and [No Freight or Other]

Bug Fixes and Minor Adjustments

• Added Customer Contact Log screen.
• Changed the Product/description search in transaction lists to look for lines that match both values rather than finding the matching product/description on two separate lines.
• Fixed: The trip creator wasn’t resetting to defaults when closing. Truck/driver should go back to the default.
• Fixed: addresses from canceled orders were showing in the ship ID dropdown.
• Changed to not auto-edit POs that have been exported and to warn the user when they attempt to edit.
• Changed customer merging to remove the “Primary” flag from any Customer Contact Method that is copied to the main customer.

Feature Additions and Major Changes

• Added user selector to user preferences screen, so admins can edit preferences for other users.
• Dispatching changes to support trip details items that are split, and to help order info to display amounts just relating to that trip rather than all the order details. Added the Fallback trip field. Overhauled trip splitting. Set up partial order conversion that only invoices lines that have shipped pull labels on a trip. Fixed issues with selecting orders to go on trips (keeping the sort of which was selected first). Visual fixes.
• Added Message To Print, truck info, permit type, and weight estimate fields to trips. These are shown in a separate tab in the trip. Also added checkbox in the trip for “Show in driver app”.

Bug Fixes and Minor Adjustments

• Added the GL recap form.
• Added the data utilites screen.
• Fixed: substitution was failing to find/prioritize the matching UoM when there were multiple UoMs available for the selected component substitution.
• Fixed: adjustment screen was not gracefully handling if someone tried typing a product that wasn’t valid/stocked.
• Changed to prevent releasing a PO to a vendor if “Require Unique Bundle Names” is turned on and they have duplicate bundle names.
• Changed to properly check and apply credit holds when attempting to release an order. Previously if it failed to release because it should have a credit hold, it wasn’t setting the credit hold field when done.
• Fixed trip creator totals to update more consistently.
• Added an option to hide the Preview/Print Pick List buttons in Daily Deliveries.
• Add Exported status to PO banner messages.
• Fixed to tell the user why an attachment drag/drop failed in a list form when they don’t have any row selected.
• Changed drag/drop attachment creation to ignore dragged text if it’s less than 100 characters, to avoid accidental attachments.
• Fixed: if user did a substitution during build completion in production, from a non-lot product to a lot product, it was not prompting the user to enter lot info and then just failed to post. Also, fixed an issue where having the same product on the build detail twice, once with a zero qty, was making it show up twice in the lot selection screen.
• Fixed issue with saving layouts in lot management screen.
• Fixed: When editing a build manually, it was not correctly using pricing levels when determining the final build price, instead using the main build price. Also, when running “update prices” for a build line, it was always using the customer pricing level even if the order had a different one set. Also if a user double-clicked to create a build and then closed without changing anything, the build was remaining as a zero price build even if there were items with default prices. Also fixed so the display price on the build header updates as they edit the detail.
• Fixed: the address info button shouldn’t have been a tab stop.
• Fixed build substitution calculation. It wasn’t zeroing out the original pcs in some cases because the “zeroing” threshold it calculated was too small.
• Changed to allow users to edit vendor number on PO/VI.
• Changed application title to include the user name.
• Fixed: When unposting a Build, it should skip the Lot Checks.
• Fixed: Pcs Manufactured popup in production was sometimes pulling the Pieces number from a quote linked to the build rather than the order.
• Changed to prevent posting an invoice if it has a line on it that has later been re-classified as a kit item.