9.278 Posted on April 3, 2018April 17, 2018 by Derek Martin Autolink will never link unlike products together, even if they originally were the same. Job transfer Posting changed to never post anything to discounts. Fixed: Posting a normal invoice was disallowing using both taxes, when that ability was turned off for job transfers. Added filtering to the users logged in form. also changed to not remove current login when kicking all users off. Fixed Department ID bug when adding orders to invoices (the new comment line didn’t get a dept.) Also changed to automatically put any null detail depts to the header dept. Fixed: Job transfer ‘credit memo’ popup wasn’t putting costs into the new line. Fixed: could not add receivables to a deposit if the customer had a blank (not null) company name. Made unposting an invoice remove TransSold records associated to that OrderNumber/cntID even if the order type got changed.
9.277 Posted on March 30, 2018April 17, 2018 by Derek Martin Fixed: custom fields on job don’t populate when opening until refreshing. Fixed posting issues on Job transfers and Invoices, having to do with SO/GL items and linking. Made the universal search more useful. Added more results, and added CTRL+G as a search shortcut.
9.276 Posted on March 28, 2018April 17, 2018 by Derek Martin Fixed problem with batch posting Job transfers. It would sometimes attempt to split off zero items, resulting in a second blank Job Transfer. Fixed so autocreating JTs from a voucher will set the detail lines as taxable based on the “taxable for Job” field in inventory. Fixed the job dashboard to not show unlinked job transfers if they are posted. Made final posting GL descriptions more verbose.
9.275 Posted on March 26, 2018April 17, 2018 by Derek Martin Order totals were sometimes erroring out, and causing other parts of the form to give errors when using comments or bundles. Fixed a bug where batch posting job transfers would open failed items up in the invoice screen or vice-versa. Fixed a bug that did not allow job transfers with only special order items and no related order to post. Fixed: combining orders was not carrying over detail attachments. (adding a quote to an order was fine) Fixed: archiving GL will now NOT move the close period to a date earlier than what it was set to previously. Changed job billing to mark a job as “completed” rather than “Billed” if already posted. Once an order is released to manufacturing, the user will no longer be able to remove production dates from builds. Added scrolling back into the AR Sales Tax ID list. Fixed: adding a prepayment to an order was not automatically updating the prepayment total at the bottom of the screen. Fixed problem with quick entry that caused it to be sized too small. Added “Job”, “Job Transfer”, and “Job Dashboard” to top ribbon.
9.274 Posted on March 22, 2018April 17, 2018 by Derek Martin Fixed formatting in invoice totals after previous change. Overhauled totals at the bottom of the order form: they were loading slowly. Disabled opening the dashboard for a posted job. Changed label in data utilities form/ clearing tab: “Invoices” => “Invoices/Job Transfers”. The job dashboard will not show posted job transfers even if they are missing voucher links. Trying to batch post a Job transfer will now automatically split off all unlilnked SO lines if there are any stock products on that JT.
9.273 Posted on March 19, 2018April 17, 2018 by Derek Martin Added a company preference: when converting between quotes/orders/invoices, carry over empty bundles. Added a company preference to disallow posting Job Transfers with items that have intTaxable set to 1 (both taxes at once). Fixed: emailing from a form (order form for example), it was not requesting parameters to be manually filled, so the report would always fail. Added an inventory pricing level sheet (in inventory list form), to quickly edit pricing levels for multiple inventory items at once. Fixed reorder points in reminder list: will now show items below the reorder point for the warehouse for the current user. Changed receipt printing to use the posted date rather than invoice date. Fixed: invoices were showing unposted prepayments as payments. Overhauled totals at the bottom of the invoice form: they were loading so slow that they looked broken. Fixed the “Open Quotes” form. It was failing to open.
9.272 Posted on March 16, 2018April 17, 2018 by Derek Martin In the general journal form, changed the ysnTaxable field to an integer like other forms: can set to tax 1 or 2 or both. In the general journal form, set it up so changing intTaxable gets rid of existing tax lines before changing.
9.271 Posted on March 15, 2018April 17, 2018 by Derek Martin Will now audit trail the cash tended and change amounts, when receiving a cash payment. Added a “Receive Payment” button to the prepayment form. This will behave similar to the invoice one. Added a company preference to disable partial posting of jobs. Added a security setting to secure (disable) unposting jobs. Modified the “tax by state” feature to not replace sales tax for a customer that has “exempt” tax codes (Codes that have no non-zero IDs), even if the “Auto Select” checkbox is checked on that customer. Added “total licenses” and “licenses in use” fields to the “users logged in” form.
9.270 Posted on March 14, 2018April 17, 2018 by Derek Martin Added an “Audit Trail” button to some forms to open audit trail for those items without allowing the user adjust the filters. Made the job tax codes on customers pay attention to the settings for Job transfers when displaying. Added a company preference to turn automatic labor calculations for jobs off. Fixed several minor issues with taxes by state. Fixed a bug where the journal entry gave a warning after entering any line.
9.269 Posted on March 13, 2018April 17, 2018 by Derek Martin Added ALT+S shortcut to the email form. Fixed rounding that was displayed for tax in quotes/orders/invoices. Also fixed a bug with the term calculations not fully including the tax. Trying to delete a customer that has history will give an error message rather than quietly just not deleting. Added a company preference to warn the user when trying to receive payment on an invoice with non-zero terms, telling them to contact their accountant. Added vendor numbers to the inventory searchall. Added a field in company preferences for the tax code to put on job final postings: should always be an exempt code. Added a print button to the pay bills multivendor list. Removed warning when converting a job order to an invoice, if the job has been posted already. Added functionality to autoselect sales tax codes based on the ship to state. Individual customers can be set to follow or ignore this.
