Bug Fixes and Minor Adjustments

• Fixed a display issue in the warehouse stock tab for items that had no stock in any warehouse.
• Setting an item as nonstock will now remove all other inventory quantities (On order, Committed, etc).
• The tax table out of date warning will only show for users that have access to the create paycheck or view paycheck form.
• Fixed an issue that caused customer ID generation to fail when going from xxxxxx099 to xxxxxx100.

Bug Fixes and Minor Adjustments

• Added a clear manufacturing lock button to the build form. This allows clearing the manufacture lock from the order detail line without leaving the build form.
• Fixed: W2s will now generate in alphabetical order
• Fixed: Custom model options that didn’t specify a “Tag to replace” would cause the description for that line to be blank.
• Fixed logging upon posting a deposit: it had been audit trailing that the recievables deposited had been created during the post.
• Fixed inventory import to disallow importing invalid cost method.
• If a company isn’t using back orders (meaning orders that aren’t completely shipped get un-completed), then converting an order to an invoice will now reset the back ordered qty on the order to zero.
• Fixed: In the convert order to invoice form, selecting lines manually, or double clicking the pcs to convert was not taking “Pcs to Back Order” into account.
• Will now show the pieces to back order in the summary tab of the order.
• Fixed: in the case of multiple overlapping inventory or customer special prices, it was not taking the best price among them.

Bug Fixes and Minor Adjustments

• Deposit IDs are no longer editable.
• Fixed an issue that allowed users without a department ID to delete Deposits in some cases.
• Fixed an issue that caused the credit memo selection form to use the current inventory price if the selected item had model options.
• When using state tax codes, selecting a previous order ship ID will recalculate the tax on the current order based on the ship to address instead of using the tax from the other order. Ship IDs on the customer form will continue to override the state tax settings.
• Fixed an issue that caused deleting bundles on an invoice to give data changed errors.
• Contact log will now sort by date and time descending (newest on top).
• Receiving more than the quantity ordered on a PO was not marking the PO as received.
• Added a field to the employee detail tab for windows active directory username for use by external programs.

Feature Additions and Major Changes

• Added warning when posting an invoice for a job or doing a final job billing if the prepayment for the job exceed the invoiced amount.
• Added Fulfillment Pro setting to have the pieces locked on orders when lines have been printed, but not yet marked as pulled from Fulfillment Pro.
• ADDED IN MORE RECORD SELECTOR SHORTCUTS TO THE ORDER FORMS. The new shortcuts are as follows:
  • On a quote or order, pressing the “+” or “=” while in pieces, LM1, LM2, or in the record selector will insert a duplicate of the current line, with the LM1 incremented up by one (same product, one foot longer).
  • On vouchers, selecting multiple lines via the record selectors and pressing “R” will receive those lines, pressing “U” will un-receive those lines.
  • On all other forms, pressing the following keys while in the record selector will have the following actions:
    • “I” – Insert New Line Above
    • “V” – Edit Inventory
    • “S” – Sort

Bug Fixes and Minor Adjustments

• Can now base custom field values on currently-logged-in user.
• Fixed audit trailing for job final billing, had been showing 0% since adding dollar amount final billing option.
• Re-enabled quick build form.

Feature Additions and Major Changes

• Added a setting on each ship via that will add a warning on the freight field if it is set to $0 and not locked. This is to attempt to make it harder for them to forget to enter a freight amount.

Bug Fixes and Minor Adjustments

• The button to the left of an invoice line on a receivable now opens a form that includes all other receivable IDs with that invoice on them, and buttons to open those receivables.
• When converting an order to a PO, selecting a vendor ID on a line that was not marked to convert will mark it to convert. Removing the vendor ID on a line that was marked to convert will unmark it.
• Added a setting per ship via to auto-populate the load date of the trip in Dispatching based on the ship date of the order. The load date will never automatically change to a later date, nor will it ever be before the current date.

Feature Additions and Major Changes

• Added a warning to the inventory form if the user tries to change what class an inventory item is in, and that class has a different inventory account.
• Added merge PO functionality. Purchase Orders for the same vendor that are not marked completed and have not been converted to purchase invoices can be added to an open PO.
• Pressing “Insert All” from the F6 search will ask for how many pieces of each to insert.

Bug Fixes and Minor Adjustments

• Fixed custom fields to immediately display upon opening the summary tab
• Added audit trail to deleting lines from the line item options.
• Fixed an issue that caused the inventory transaction history to not display for some users.

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.

Feature Additions and Major Changes

• Credit memos will now offer to change the tax rates to match the rates on the original invoice, so that the tax returned is the same as the original amount.

Bug Fixes and Minor Adjustments

• Fixed: On the credit card charges screen using F6 to do an account search would throw focus outside the form detail, and pressing tab would go to a whole new record.
• Fixed licensing bug that told a user they were over the limit if they were at the max logins, and a currently logged in user logged into a new module.
• Changed prepayments to enforce a nonzero exchange rate.

Bug Fixes and Minor Adjustments

• Fixed: selecting a customer/vendor/employee on a check was adding a line going to a header account ID if they didn’t have a default account.
• Changed to hide unnecessary fields when making an estimate (on the quote form), also fixed some label sizing.
• Changed estimates to show only the positive side of use taxes, (otherwise, the use tax amount would always be zero).
• Fixed: the valid until date on an order was editable whenever the conditional formatting turned it red.
• Changed substitution when importing from Connex to be more thorough (updates weights, also handles products that don’t have a 1:1 substitution ratio).
• Added “edit inventory” button to the line item options for RFQs.
• Changed the reminder list to use {units available+units on order+units being produced} rather than units in stock to calculate the products below their reorder point.

Bug Fixes and Minor Adjustments

• Fixed: build component substitution will now update the weight on the build and on the order detail line to take the new item’s weight into account.
• Fixed: Using the “Receive Payment” form and attempting to receive two different checks for the same invoice was compounding the first check amount, and not allowing the user to complete the second one.
• Fixed: during order duplication, if any discontinued items are replaced based on aliases, it was not bringing in enough data from the new item.
• CC process: changed to disable the cancel and receive payment buttons during payment processing.
• Fixed: setting the taxable status to a value other than 1 or 0 on voucher lines had been giving odd totals.
• Changed: Credit memos will now allow using positive “freight” and “other” amounts.
• Changed: the average of the average costs across all warehouses on the warehouse tab in the inventory form will now ignore warehouses with zero stock when calculating.
• Fixed: The purchase history tab will now skip any zero qty lines on vouchers.
• Production: Fixed substitution to update build weight and order detail weight to take new item into account.