Feature Additions and Major Changes

• Added “Switch User” button.
• Added Credit Card Charges form.

Bug Fixes and Minor Adjustments

• Fixed: production wasn’t always loading the last selected warehouse.
• Fixed: purchase orders and purchase invoices were not using the default salesperson for the current user
• Added transfer date column to rollformer production.
• Improved physical count import speed by moving most of the processing to the server. Also changed it to support importing lot names. Will now skip non-stock items while importing.
• Changed: selecting a previous order ship ID will now bring in the previous orders tax info, but only if there are no state/zip tax codes that would apply.
• Fixed: editing descriptions on transaction G/L lines sometimes didn’t save.
• Fixed: After adding a new job it wasn’t saving immediately when selecting the customer ID. Also fixed to only allow selecting use tax codes in the job screen for WIP jobs.
• Changed to save the last selected date range in the order line item options popup.
• Fixed to not show tax2 on customer saved ship to editor if it is turned off in company preferences.
• Credit card register: added support for editing the “Clr” checkbox. Also, changed the register views to return zeros as nulls.
• Fixed: receivable screen wasn’t rounding correctly when auto-calculating the amount to pay for invoices that were partially paid previously.
• Fixed: users were able to edit some details on posted adjustments.
• Made department allocation better handle deleting allocations, and opening when there are no allocations set up yet.
• Changed report selection dropdown in local settings to do a “Contains” search.
• Fixed to show lot IDs that have been selected in the lot usage popup even after the lot has been completed.
• Fixed GL Recap form.
• Changed to allow removing ship vias on manufacture orders.
• Fixed to never reset freight when changing ship via, if the freight amount is locked.

Bug Fixes and Minor Adjustments

• If changing the ship via on a transaction from an auto-freight to a non-auto-freight one, it will just set the freight total to zero.
• Fixed quotes to calculate tax during print when AvaTax is enabled.
• Fixed: some fields in employee screen were left enabled when not in edit mode.
• Regrouped several buttons in the system tab into a dropdown.
• Changed bank account list to not close when opening an account.
• When deleting a GL account it will now just close the form when done.
• Purchasing agent: pressing “Select All” wasn’t enabling the “Create” buttons.
• Fixed: data utility customer merging was failing in some cases.
• Changed vendor, customer, employee ID generation to support formats without a trailing number. In that case it only adds a number for the second instance of a given ID. Also changed to fall back to a default format of “18,18,” if none is set up.
• Changed category screen to not allow deleting category/sub-category that are in use. Also changed to cascade category/sub-category renaming to inventory and pricing tables.
• Changed: Users can no longer edit warehouse names or delete warehouses. You can mark them as discontinued.

Feature Additions and Major Changes

• Added Auto Attach From Folder Feature. This feature allows an Auto Attach Path to be specified in User Preferences. If set, when the attachment screen is opened, it will auto attach any files in this folder. If files are added to the folder while the attach screen is open, they will also be attached. After files are attached, they are moved to an Archive subfolder.
• Added a local setting to allow specifying the printer that each report should print at. This will override any printer the user has selected.
• Added a toggle to expand descriptions in transaction detail (saved as a user preference). Also changed description popup to expand for larger descriptions.

Bug Fixes and Minor Adjustments

• Added a button to DataUtilities>Misc to Clear SQL proc cache.
• Changed to never apply terms discounts to prepayments in receivables.
• Changed: the machine dropdown will show machines only for the user’s selected manufacturing warehouse. Otherwise, it will show all machines, but sorted by warehouse then machine name.
• Changed to allow changing the trip ID on a line that has shipped items, even when split invoicing is enabled. Also, items set to not show in fulfillment will get invoiced on the first invoice made so they don’t get missed.
• When invoicing an order on multiple trips, changed the confirmation to indicate that it will make invoices for all items on trips rather than just the the shipped items.
• Pressing receive payment on a negative invoice should still open the payment window. Will only bypass it for negative amount-due caused by a prepayment. Also fixed to prevent overpaying with a check.

Feature Additions and Major Changes

• Added: bank account list, general ledger, chart of accounts, accounting periods, default GL accounts, checkbook register, credit card charges, cash drawer setup, employee screen, and reminder list to P10.
• Added shelf ordering to store management tool.
• Added a “switch users” button to switch user/server without closing.
• Added production setting to automatically complete build steps when printing the build.
• Added a company preference that warns the user about a missing signature before posting.
• Added a company preference to not modify the manufacture lock on builds when adding them to batches.
• Added a product setting to mark the product as pickup only. User will be warned during releasing but will be allowed to bypass if they want.

Bug Fixes and Minor Adjustments

• Changed: if order was manually set to a specific pricing level, it will still apply any customer “discount sales price” percentage, but only as a separate comparison point. It will apply it to non-exclusive pricing levels, but not on top of an exclusive pricing level. Exclusive pricing levels will now be compared along side other prices to find the best price rather than becoming the base price like the non-exclusive levels do.
• P9: Fixed inventory pricing level import to specify that it also needs the Exclusive field mapped if they are not providing the cntID.
• Fixed: RFQ/PO/VI in P9 were not setting the cost rate correctly when the user selected a different saved shipFrom address.
• Added better warning when entering a product/alias with an invalid U/M on a transaction.
• Replaced Paradigm_Search.exe with the P10-facing version.
• Fixed some issues with user switching in user preferences.
• Changed to give warning when posting a voucher where the vendor invoice number already exists
• Fixed: Un-depositing a receivable was failing. Added the “Deposited” text to the banner if it currently is deposited.
• Changed to prevent emailing a payment link for a receivable for a zero amount or an unmatching amount.
• Fixed: if changing the pieces manufactured during production build completion, it was requesting the old rather than the new piece total for lot based products. Also, lot usage was using the order Pcs.
• Changed to help prevent missing warehouses on voucher detail assembly and the associated lot usage.
• If user tries to email a confirmation/prepay link for an email within 7 days of its “valid date” it will now warn them and let them change it if they want.
• Changed inventory items to disallow product IDs with special characters.
• Fixed: errors related to client version or licensing were getting handled silently in some cases. These need to stop the login.
• Implemented signature printing on invoices. Changed report previews to show as popup tabs rather than normal floating windows
• Changed to apply the status color to the entire row in the truck summary.
• Added AvaTax codes to GL accounts, for use on invoices. (especially for gift cards)
• Fixed prepayment detail to still show the selected order in the detail after the order has been marked completed.
• Changed receivables: pressing “Pay all” or double clicking the “Amount Paid” when the amount is zero, will pay all invoices rather than trying to apply a zero amount. Also changed to treat all negative invoices as “Credits” when applying credits.
• Fixed: Purchasing Agent, Job Dashboard, Production Batch, and Payables now open from favorites.
• Fixed: order screen: typing in a product ID, tabbing to qty and pressing ESC was throwing an error.
• Added Multiplier and notes fields to customer category/subcategory pricing.
• Added optional Trip ID column in production batching.
• Added a transfer date column to production screens.
• Added a complete all button to piece production to complete the rest of the scanned build.