Posted on by Derek Martin

Feature Additions and Major Changes

  • Added company preference to automatically add a GL line when adding a Kit Assembly item to an order, if the kit item has a sales price.
  • Added support for attachments on tasks.
  • Added custom account selection to inventory discarding.
  • P10: Added dedicated button to directly open trim/configurator. (only show if enabled for that product) like we do for model options.
  • P10: In the credit memo selector, it will now show the previous amount credited to avoid users making too many credit memos. The line added will subtract anything previously returned.
  • P10: Added a toggle to purchasing agent to “Only Show Primary Vendors”.
  • P10: Added “update costs” button to RFQ/PO/VI.

Bug Fixes and Minor Adjustments

  • Fixed: P9 vouchers were disallowing un-posting if they had values that would have disallowed posting.
  • P10: Fixed: when entering multiple lengths of an item on an order, it should also copy down warehouse ID. Also still copy machine options down.
  • Changed back order creation to reset detail account IDs, so that they don’t get WIP accounts.
  • P10: Fixed: customer form> history: “unpaid invoices and open orders” filter shouldn’t include quotes.
  • P10: fixed: receivables were retaining an edit lock after posting.
  • P10: Fixed: orders were getting pulled back from production too often. Should only set do this if fields that would affect production get changed.
  • Changed inventory duplication to copy inventory warehouse defaults.
  • P10: Fixed: Posting a final invoice for a job was not automatically creating a receivable for the invoice and and any prepayments for the job.
  • P10: Fixed: Double-clicking to create a build on a build line item that isn’t set to manufacture tried to make the build but didn’t save it to the detail line.
  • P10: adding a new line in middle of invoice and selecting a custom assembly item gave a zero price. Also was toggling between zero and correct price every time the pieces were edited.
  • P10: Added default filters in MO list. unreleased, uncompleted, Last 60 days (Default)
  • P10: Changed to not request machine options for a line if it is not set to manufacture. If there are custom options, then show them but not the machine ones. If user sets it to manufacture, it will set the defaults and open the options popup.
  • P10: Changed credit memos to not require min/max lengths on items entered.
  • Changed to copy salesperson on saved customer ship to addresses to the order/invoice when that ship ID is selected.
  • P10: Fixed: selecting a ship via on an order that should set builds on hold wasn’t working.
  • P10: Minor wording changes in releasing and build messages.
  • P10: changed build purging to remove the exported job name from the build.
  • P10: will now disallow drawing/selecting new trim drawing after item is locked in production. Allow opening in view only mode.
  • P10: Fixed: SO items not in stock popup when converting order to invoice before POs are completed constantly had a spinning circle.
  • P10: Fixed: allowed converting an order with only one warehouse ID on it to a transfer, which fails to create the transfer and then cancels the order.
  • P10: removed “include voided” and “Include Canceled” and “Include Inactive” from the top of lists into their respective advanced filtering forms. Not used enough to justify a header space.
  • P10: Changed some dropdowns to select the current item when user presses “tab”, rather than selecting nothing.
  • P10: Added form to show user items that could be manufactured, but weren’t marked to, and don’t have enough stock (like P9 has).
  • P10: Fixed: double clicking in receivable “amount paid” to fully pay all the invoices was not saving properly. Only the first line was saving.
  • P10: Changed to allow users to edit a discontinued inventory item.
  • P10: all date range dropdowns will now have the same options available.
  • P10: Fixed: quantities in transaction detail dropdown from lists had too many decimals.
  • P10: Fixed: order total needed to refresh when closing out of lot selection popup in orders.
  • P10: Cleaned up customer contact editor popup.
  • P10: Added “S” shortcut key, and entry in line right click menu to toggle sort mode.
  • P10: changed to allow typing into the invoice type search box in invoice list.
  • P10: Changed order search popup to only show order filter type, and the quote one to only show quote types.
  • P10: Added ctrl+click on “clear filter” button in lists to remove saved filter as well.
  • P10: Fixed inventory attributes to load existing data, and save consistently.
  • P10: Changed to not allow moving/undocking tabs within transaction/inventory/customer/vendor forms.
  • P10: Fixed: If editing a header field (e.g: terms) and then immediately trying to post an invoice, it didn’t follow through with the posting.
  • P10: Added “Customer Price” to order/invoice detail to show the unit price after the discount.
  • P10: Changed: if user presses ctrl+D while they have detail lines selected, it will now just duplicate them rather than doing the whole order/invoice etc.
  • P10: Enabled detail line duplication on invoices.
  • P10: Fixed: dragging an attachment onto a transaction should only work if there are no popups open on the form. (was attaching twice if attachments popup was open).
  • P10: Fixed: voucher posting wasn’t forwarding the errors/warnings to the user correctly.
  • P10: Fixed: Prepayments that have been linked to a job were not displaying the linked job ID in the detail section if the job was completed.
  • P10: Changed to stop showing salespersonID in the sales person dropdown, will now show salesperson name.
  • P10: changed the order>Convert hovertext on “Partial Invoice” to “Convert part of this order to an invoice” 
  • P10: Fixed: PO and VI lines were not getting the purchase description. Also changed, double-clicking the description on items with model options to open description editor rather than option editor.
  • P10: Changed to stop resetting shipping info when opening/closing customer info from an order/invoice. Also changed to remove ship ID from transaction if user modifies the address info.
  • P10: Fixed: completed ctrl+g, etc. keybindings didn’t work if user releases ctrl before releasing other key.
  • P10: Fixed: right after opening machine options, if the user selected the first option in the list, it wasn’t un-selecting other selected options from the set of exclusive options.
  • P10: Changed to make toast popups appear on the screen where your mouse cursor is.
  • P10: Added dropdown in ribbon to show custom links in header of order (and quote) that allow passing the order number into the URL.
  • P10: fixed:  pressing add when on a transaction in edit mode it wasn’t clearing out header or detail fields visually until the customer was selected.
  • P10: Fixed: Quick build and inventory discard weren’t allowing typing decimal pieces.
  • P10: Fixed: vendor order number was editable in the PO List.
  • P10: Cleaned up prepayment buttons, don’t open customer in popup.
  • P10: Will now only enable “purge build” and “Check status” buttons in line item options if the linked build has an exported job name.
  • P10: Aligned the widths of the fields of the Input Dialog used to ask user for missing info when releasing an order.
  • P10: Fixed: forced list report popup to fully load before selecting a report. (customer form for some people was ending up printing the wrong report).
  • P10: Enabled editing the amount to apply in the apply credits section of receive payments.
  • P10: When changing PO ship date, it shouldn’t update the expected date if expected date is blank.
  • P10: production: Bundle/sort editor was messing up all the sortings on that order after moving only a line or two.
  • P10: made the hovertext on print buttons at bottom of list appear immediately. Added hovertext to PDF button.
  • P10: Cleaned up cash drawer selector popup. Disable button to open it on prepayment/receivable that isn’t in edit mode.
  • P10: Changed to close transaction form if the selected record is not found.
  • P10: Changed order line item options popup to not enable hyperlinks if they are for a blank ID.
  • P10: Fixed to not prompt user to re-release an order upon closing when they released, then modified and then deleted it.
  • P10: Changed to set strUserName on an NSF/ERR when creating it.
  • P10: Fixed: was unable to search for a specific amount in total received column on the Receive Payments list or prepayments list.
  • P10: Changed build form to use a true ribbon. Added button to open the main transaction for that build.
  • P10: Fixed: opening the dropdown immediately on the build detail as the first click on the field doesn’t show the product ID in the field.
  • P10: When setting pieces on a line without specifying a product, it will now just use the last product ID on the order if the user hadn’t selected any products yet since the order was opened.
  • P10: Changed to reset the customer/vendor dropdown when creating a new transaction from an existing one.
  • P10: Changed to show selected salesperson ID even if it isn’t in the list (terminated employees).
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