9.302 Posted on July 26, 2018July 27, 2018 by Derek Martin Changed the Reconciliation screen to use the new report when printing. Importing things was failing if too many decimal places were used. Now it will just round to five decimals and import. Minor improvements to the GL account F6 search. Enabled double click selection on the credit memo selection popup. Fixed a bug where the “Valid Until” date was not updating after using “Update Prices”. Added a popup list of a customer’s open invoices after posting a credit to their account, to allow the credits to be more seamlessly applied to open invoices. Added a way to edit the “Quantity to Back Order” for a line of order detail by opening the line item options. This quantity will be deducted from the ordered quantity to calculate the shipped quantity when making the invoice. Re-enabled editing lines that have been ignored in Fulfillment. If the line is then edited in Paradigm, it will show back up in Fulfillment. Fixed a bug with double-clicking a blank ship date to set it to the current date where builds were not properly getting production dates.
9.300 Posted on July 16, 2018July 10, 2020 by Derek Martin Fixed: Converting a PO to a PI will now calculate the terms based on the current date rather than the PO date. Removed the setup checklist. Added a CTRL+SHIFT+A shortcut to get to audit trail. Once a job is changed out of the status of “estimate”, the “Add Quote” button will change to “Add Order”. Fixed final billing for a job: it would find and post to the correct tax code, but the tax rate displayed on the invoice was the one from the customer. Fixed: If doing a final billing for a job and then immediately posting the job, it would give a benign error stating that the job has already been billed fully. Added double click to the quote/order ship date to set it to the current date if it is blank. Fixed build substitution to handle different unit measure quantities and non-linear items that have linear amounts on them. Added an F6 customer search to the job form. Added the “Copy Billto to ShipTo” button to the quote form (the same as the one on the order form). Added a “PcsToBackOrder” to the order detail, and made order conversion factor it in. To be edited from Fulfillment. Added a possible fix for the email resources exceeded bug. Fixed build posting so that it won’t try to receive the build with a null cost if there is no detail cost. Changed the customer form back to working with smaller screens. (problem noticed on 1440×900) it still might not support smaller screens than that. Dispatching: added conditional formatting to the max LG field if length is larger than truck max LG, also did this for max weight. Dispatching: no longer will show truck ID or Driver ID to the user when creating them, it caused confusion. Production: added a form to show recently completed builds and will allow un-completing them as long as the order is not completed. Production: added a form to allow adding/removing bundles from the selected order. Can be turned on/off as a user security preference (System>Security>Settings). Production: The rollformer production screen will now normalize the measurements (e.g. 0′ 60″ => 5′ 0″) Production: added an option to always prompt for operator when completing a build at a machine.
9.299 Posted on July 2, 2018July 10, 2020 by Derek Martin Made the min/max length requirements automatically reset the length if changing a product on a line, and the previous length did not fit min/max requirements. Completely enabled the units pulled field: it is now shown in the inventory form in the warehouse tab. When duplicating an order or invoice, it will now reset any accounts on the detail lines to the defaults for those inventory items. Added a company preference to set whether or not to lock shipping information on orders that are on transfers. Added ability to set certain ship vias to require a shipping address before releasing an order. If they try to release anyway, it will allow copying the bill address. Added a company preference to decide whether or not to show bill to address in Dispatching if the shipping address is missing. Changed job dashboard to show detail of the selected job beside the Job ID dropdown. Also added in ability to double click transactions in dashboard to open them. Fixed the Purchase Invoice form: It was assuming that if the line was assigned to a job, then the job must be using WIP accounts, even if it wasn’t. Fixed: sales tax was not immediately calculating when importing into a quote. Made invoice posting handle builds with null costs. (Those happen in the case of builds with no assembly lines.) Changed Purchase Invoice tax total to display a total even for a use tax (Tax with positive and negative components), but not include it in the order total in that case. Added audit trailing to the pricing sheet and pricing level sheet forms. Just logging the user and number of products updated.
9.298 Posted on June 26, 2018July 5, 2018 by Derek Martin Changed build pricing to always use nonexclusive pricing levels even for items set to not use discounts when used as a component. Fixed inventory costing differences for items with zero and negative stock.
9.297 Posted on June 26, 2018 by Derek Martin Made double clicking open a build in the production tab of an order. Added a company preference to require a ship via before releasing an order. Setting an item to non-stock will now warn that they should instead select a non-stock class. Also, changing inventory accounts to nonstandard account types will give a warning. Users will no longer be able to add a trim drawing to a product that does not have mapping. This will fix problems with wrong product selection. Fixed: Pricing in the build detail was not using multilevel pricing on orders with a manually selected pricing level, if the customer wasn’t also set to use multilevel pricing. Added option to set certain products to always use inventory price rather than best price when used as a component (checkbox in the inventory item’s pricing tab). Users will now be disallowed from editing shipping information for orders that are already on a trip.
9.296 Posted on June 21, 2018 by Derek Martin Made the vendor history tab show credit card transactions as well. Fixed some odd behavior with deleting receivables. Changed the max password length to 100 characters (was 15). Made Job transfer list support filters. Made universal search support builds and transfers.
9.295 Posted on June 20, 2018 by Derek Martin Added a company preference of whether to always reset tax 2 when posting an invoice (for clients who never use tax2) When deleting a PO, it will now clean up the Purchase Order number field on the order detail. Previously it would show the deleted PO number when converting that order to a PO again. Fixed: when on an order that has builds on hold and the user adds a new order, the new order continues flashing the “builds on hold” text until refreshing.
9.294 Posted on June 20, 2018June 20, 2018 by Derek Martin Fixed inventory export: if the user gave an invalid file path, paradigm would incorrectly throw an error that “you have lost connection…” Changed PO converting to disallow converting a PO to anything else if there are no lines with quantities. Fixed: converting an order to an invoice was setting the invoice to require voucher links even for invoices for non-WIP jobs. Added a summary tab to the order form to quickly see the status of the different lines on the order. Fixed: New vouchers when added were being given the same order type as the most recent voucher. changed to default to “Purchase Invoice’ when adding from the list When prepaying an order, it will now use the company preference for applying terms on entire amount or for not including sales tax etc. Changed customer contact method subform to not create blank contacts.
9.293 Posted on June 19, 2018June 19, 2018 by Derek Martin Added preference to inventory archiving to decide whether or not to archive unsold receivers. Made the Expected Date visible on the PO form. Added queries to be used for order list filtering of pulled orders. Fixed: When adding a receivable, the amount due was based off of a field that caused prepayments to show a zero total until refreshing the form.
9.291 Posted on June 6, 2018July 10, 2020 by Derek Martin Fixed an issue with the ‘Select All’ button in the undeposited funds list. Made the the receivable form faster. Changing a customer ID will not remove the shipping address from an order. The only exception is if the ship to address is a default ship ID, which means that the address was never manually set and therefore not authoritative. Added audit trail to Dispatching and Production. Added a way to default a “Message to Print” onto an order for a customer. Fixed the behavior of duplicating an order with trim drawings. Fixed: the Return payment button on receivables was disabled.
