Feature Additions and Major Changes
- Receiving a PI will now remove the “Ignored” status from Fulfillment on the order line.
- Added five custom fields to quotes/orders/invoices: these can be used for custom calculations relating to the transaction. (Panel footage, screw amount, customer overdue balance, etc — contact Paragon to have these set up).
- Added ability for admin level 1 accounts to edit 1099 box on posted checks/vouchers. Also changed to back-populate all checks/vouchers for the selected year when setting a vendor as a 1099 vendor via the 1099 form.
- Added a button on the order list to allow converting all orders in the current filter, to invoices (if they are ready to be converted) This can be enabled by a security setting.
Bug Fixes and Minor Adjustments
- Selecting a different product on voucher/PO/RFQ will now update the job class on that line to fit the new item.
- Changed to not show the server login in the login list at all.
- Added a help button beside the “Licenses in use” field in the user session list, to explain how users are counted.
- Fixed issue where editing and closing a build was updating sales price based on pricing levels, but was never removing the discount on the line even if it should have.
- Fixed: changing data on an earning ID, and then canceling was sometimes updating all instances of that earning id on other employees, to a blank value.
- Changed to show which locations have been claimed: in the Fulfillment detail form.
- When selecting an overpayment or write check from the customer/vendor history subforms, it will now take the user to the related receivable/write check.
- Added audit trailing for the creation of overpayments,journal entry, write check, make withdrawal non-standard invoice/voucher types.
- Moved the pieces to convert field on the “Convert Order To Invoice” form.
- The security setting to disallow the user from changing prices will not apply to the company-preference-controlled generic item.
- Added an email button at the top of the customer and vendor forms, to allow quickly sending that contact an email.
