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.
