Posted on by Jadon Martin
  • Fixed bug in the displaying of the payments/discounts total in the invoice form.
  • Fixed bug that disallowed unposting invoices for already posted jobs: it should have only disallowed voucher-linked invoices for posted jobs.
  • When the company preference is set to disallow items being set to both taxes, it should not worry about bundles or comments.
  • Fixed bug in journal entries: clicking unpost, and then saying “No” was allowing editing the header of a posted journal entry.
  • Fixed field alignments in the reconciliation form. (it was only showing if the chosen account had a non-USD currency set).
  • Changed the text on the “Print filter” button to read “Print/Email Filter” on any list forms where applicable.
  • Un-releasing an order is now logged in the audit trail.
  • Item drop-down for Invoice/Purchase Invoice in the view related form will now show Received and Shipped quantities rather than Ordered quantity.
  • Speed increase for the login screen: was able to stop linking to the views that had the most drastic effect on login time.
  • The vendor prepayment list now shows totals as positives to match the AR Prepayment setup.
  • Added GL account search to most forms that allow selecting GL accounts (F6).
  • Fixed: Changing a customer or vendor ID will now update the BLOB Link for anything related to it.
  • Fixed: When auto-creating a Purchase Invoice for a negative Job Transfer line, it was saying that the the lines needed to be split even though they didn’t.
  • Posting a zero value Purchase invoice will now immediately mark it as paid in full.
  • Job invoices will now by default require linking to a purchase invoice even after the job is posted: (we previously disallowed this, but now want it as it helps to keep costs and procedures consistent).
  • Forms that allow the selection of a state will now limit the selection to a drop-down rather than just a text box.
  • Users must now have company preference permission before being allowed to edit contact method types and masks.
  • History tab in the customer form will have a new option to show all open orders, unpaid invoices, and prepayments.
  • Fixed: On the quote form, the bill to phone number was disappearing when editing the customer information from the hyperlink.
  • Set price and discount fields will no longer get locked by manufacture lock.
  • Lines with any kind of lock (shipping, production) will no longer be able to be deleted without first using the clear locks option to remove the lock.
  • Changed the total weight field on quotes and orders to not be editable.
  • After trying to set manufacture to true on a line that does not allow manufacturing, it will reset to no, rather than requiring the user to do so.
  • Removed the ability to add new products from the order, PO, etc. forms.
  • Changed email form to sort newest emails to the top rather than the bottom. Also changed the “Failed” filter to not show ones that failed but were later sent successfully.
  • Update totals utility will now include overpayments.
  • Removing a ship date from a released order is now disallowed: the user can change the date but not remove it.
  • The universal search now allows searching with special characters (* or ” or ‘ or [ or %).
  • If searching for a new phone number with the universal search and then adding a new customer from the customer search form, it will now add the phone number to that new customer.
  • When opening a customer from an order, it will no longer ask to update the ship to if they had not edited the customer.
  • Audit trail now tracks posting/unposting receivables. Added audit trailing to the sales tax form.
  • Fixed: purchasing agent will no longer show discontinued items.
  • The “returned payment” button is now bound to a security setting so the average user cannot press it. (Also moved it away from the “receive payment” button to stop accidental presses.)
  • General assembly form will no longer ask to update the sales price. It should always update.
  • Added an “Insert Duplicate Bundle” button to the line item options, and made the “Insert Duplicate Line” button handle builds properly.
  • When emailing a debit memo, the subject line will now read “Debit Memo…” rather than “Purchase Invoice…”
  • Added the F6 customer search to receivables and prepayments, and removed the popup when applying the amount paid on a receivable.
  • Did a general speed overhaul to the quote/order/invoice forms: especially when adding/editing detail lines. Almost completely removed flashing when entering new lines.
  • New users will now default to using the website for trim drawing.
  • Removed references to TotalAccessEmailer, now that we have completely transitioned to Paradigm Email.
  • Overhauled customer contacts and sites: users are now able to select a contact for each order.
  • Fixed bug that allowed a user to add a new class without having any tax codes assigned to it. (this caused any items assigned to the class to be completely nontaxable).
  • Removed confirmation when adding a new customer from the universal search.
  • Changed customer ID creation behavior to ask for confirmation before creating, if the user had only entered the last name without the first name.
  • Fixed: Attachments not carrying over from order to invoice.
  • Fixed: Clicking the contact link, pressing ESC, entering a contact and closing it, puts the contact on the form but does not create it, causing a key error.
  • Fixed: On quote/order/invoice form, after entering bundle code, focus was being set to the first product on the order instead of description on the line just added.
  • Fixed: CTRL+G search for a customer did not enter edit mode properly: gave data-changed errors.
  • Resolved data changed error after adding a bundle above a line on an order or invoice and changing a line below the bundle.
  • Fixed the data changed errors: in split order form when selecting and deselecting bundles.
  • Fixed: Splitting a bundle off of an order leaves the bundle line on the old order, as well as putting it on the new order.
  • Changing a line to nontaxable now updates the totals at the bottom of the form immediately (quote, order, invoice).
  • Fixed the issue with the contact not getting copied when converting quote to order.
  • Paradigm will auto-generate contact IDs based off of the name.
  • Double clicking in a order form’s customer notes will open an editable popup showing the full text.
  • When adding a contact method, it allows giving a method and a label as well.
  • When searching, if “Warning” is in customer notes result will show red.
  • While searching, account balances will show based on a users security permissions.
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