Bug Fixes and Minor Adjustments

• Fixed incrementation bug: pressing the plus sign to add a new incremented line in a bundle also duplicated the entire bundle.
• Changed state tax calculation so that a customer with a NO TAX default will update the tax based on the state, if it is trying to update a taxable code to NO TAX.

Feature Additions and Major Changes

• Added customer favorite trim drawings to the file select list, so they can be quickly selected without going to the website.
• Added a security setting to disallow users from changing tax info on orders/quotes/invoices/JTs.
• Added a way to download batches of file attachments from filestream via the file management list.
• Inventory adjustments will now allow the user to press the up/down keys to switch records while staying in the same field.
• Upon swapping a product ID on an order, etc. if the product is not a trim, it will delete any trim drawing attachments from that line.
• Added an option to insert all items from a search form filter when doing an F6 search.
• Added average and standard cost fields to the purchasing agent. (This can be set up through the custom setup form)

Bug Fixes and Minor Adjustments

• Changed “In Progress” and “Finished, Not Invoiced” filters to not count SO lines as pulled until they are received.
• Removed message saying: “you are about to update zero rows…” when closing paradigm.
• In the fulfillment-detail form, if a line is ignored, it will now show “Ignored” in the dropdowns for that line.
• Added a field to customers: “customer vendor number” (this would be the ID that the customer assigned to your company).
• Fixed the data utilities “Recalculate all pricing” button: It was not returning the number of items updated, but was instead just saying “-1 items updated”
• Will now populate the comment field when selecting a stored trim drawing.
• Added audit trailing to the voucher screen for when the user selects not to make job transfers when posting a voucher.
• Changed: builds from quotes will never show, in production, even if they are marked as released.
• Fixed: List forms would freeze if previewing a report where “ysnSignature” is set to true, but the report was not for quotes,orders, or invoices.
• Added a company preference for turning gift cards on or off. (will only affect the POS screen and the new CCProcess)
• Creating a prepayment from an order will now carry over the customer PO from the order to the prepayment.
• Changed Purchasing agent to round the “Usage” column to 1 decimal place.
• In the universal search form, when searching for a build, it will now show any quote/order/invoice that the build is related to.
• Will no longer load the blank report during paradigm startup. 
• Fixed: the write check/make withdrawal form was autopopulating the 1099 box even for posted checks/withdrawals, if it is missing a box number.
• Will only show favorite trim drawings for items with ysnAssembly = true.
• Fixed: tabbing out of a field in a PO would sometimes jump to a new PO.

• Fixed: On the Inventory physical count worksheet, if using Unit Measures that were not equal to 1 and the resulting quantity had greater than 5 decimal places, the physical count analysis was treating those lines as zeros.
• Made PO screen require up to date totals before saving. (There had been problems with the saved order total sometimes being different than the correct total)
• Added a change to table linking to hopefully mitigate the email missing attachment problem. Also added more error logging to confirm that the errors are what we thought.
• Fixed vendor form to allow choosing from all GL accounts
• Changed the Purchasing Agent to update all inventory quantities when pressing the Update Qtys button. (it had been missing units being produced)
• Added the ability to apply old customer credits from the receive payment form.
• Changed Paradigm to show the user an error asking if they want to close paradigm, if they had a resources exceeded error. (this was previously suppressed)
• Fixed bug that allowed deleting posting journal entries 
• Build form now supports aliases, and the build importer does too. (including replacing the U/M with the U/M for that alias)
• Fixed receive payment screen to allow selecting any previous customer credit. Not just prepayments.

• Added a function to parse “Pulled” data from the notes field, so reports could show it without showing EVERYTHING that got put in notes.
• Fixed: Trying to delete a customer that had been used before would disallow deleting, but wouldn’t show the error message.
• Made order to invoice conversion more robust so that the new invoices can’t be made without an order number.
• Changed field sizing in the customer form to work better with current screen sizes.
• Gave speed increases to the receivable form when selecting the customer ID or when pressing “Apply”. Also changed to not use Access “sum” totals, and did totaling in Sql instead.
• Non-stock items will now also update the current cost field.
• The “Go To Customer” field on the customer form now will show all customers instead of only the ones that you opened the form to.
• The GL closing date will now be checked every time it is needed instead of being cached on startup.
• Added hover text  to discount button on receivable form.

• Added a utility in the Job Transfer Linking form to create a purchase invoice based off of the selected line: This is tied to a security setting allowing or disallowing it.
• Changed contact adding from customer search form to not automatically bring up the search form, but let a user select the customer ID from the customer list.
• Fixed: Aliases with Units of measure were not bringing in the Unit of measure into the order form since 9.285.
• Fixed: On the order form, if you edit the last field in the tab order and then tab out of it, instead of going to the detail, it would jump back to the customer ID.
• Fixed: Final billings for jobs were not using the tax ID set in company preferences even if one was set up.
• Customer contact IDs can now require a pass phrase before adding to an order. Customers can be set to require a contact ID on orders, or require a contact ID with a password. If passwords are required, than only users that can edit customer detail are allowed to edit that customer’s contact IDs.
• Changed: Both tax 1 and tax 2 will always show on the customer ship-to form.
• Fixed: Credit memos for jobs were failing to post if the credit memo was set to require voucher links .
• Added a “Notes” field to vendor sites.

• Fixed bug in the displaying of the payments/discounts total in the invoice form.
• Fixed bug that disallowed unposting invoices for already posted jobs: it should have only disallowed voucher-linked invoices for posted jobs.
• When the company preference is set to disallow items being set to both taxes, it should not worry about bundles or comments.
• Fixed bug in journal entries: clicking unpost, and then saying “No” was allowing editing the header of a posted journal entry.
• Fixed field alignments in the reconciliation form. (it was only showing if the chosen account had a non-USD currency set).
• Changed the text on the “Print filter” button to read “Print/Email Filter” on any list forms where applicable.
• Un-releasing an order is now logged in the audit trail.
• Item drop-down for Invoice/Purchase Invoice in the view related form will now show Received and Shipped quantities rather than Ordered quantity.
• Speed increase for the login screen: was able to stop linking to the views that had the most drastic effect on login time.
• The vendor prepayment list now shows totals as positives to match the AR Prepayment setup.
• Added GL account search to most forms that allow selecting GL accounts (F6).
• Fixed: Changing a customer or vendor ID will now update the BLOB Link for anything related to it.
• Fixed: When auto-creating a Purchase Invoice for a negative Job Transfer line, it was saying that the the lines needed to be split even though they didn’t.
• Posting a zero value Purchase invoice will now immediately mark it as paid in full.
• Job invoices will now by default require linking to a purchase invoice even after the job is posted: (we previously disallowed this, but now want it as it helps to keep costs and procedures consistent).
• Forms that allow the selection of a state will now limit the selection to a drop-down rather than just a text box.
• Users must now have company preference permission before being allowed to edit contact method types and masks.
• History tab in the customer form will have a new option to show all open orders, unpaid invoices, and prepayments.
• Fixed: On the quote form, the bill to phone number was disappearing when editing the customer information from the hyperlink.
• Set price and discount fields will no longer get locked by manufacture lock.
• Lines with any kind of lock (shipping, production) will no longer be able to be deleted without first using the clear locks option to remove the lock.
• Changed the total weight field on quotes and orders to not be editable.
• After trying to set manufacture to true on a line that does not allow manufacturing, it will reset to no, rather than requiring the user to do so.
• Removed the ability to add new products from the order, PO, etc. forms.
• Changed email form to sort newest emails to the top rather than the bottom. Also changed the “Failed” filter to not show ones that failed but were later sent successfully.
• Update totals utility will now include overpayments.
• Removing a ship date from a released order is now disallowed: the user can change the date but not remove it.
• The universal search now allows searching with special characters (* or ” or ‘ or [ or %).
• If searching for a new phone number with the universal search and then adding a new customer from the customer search form, it will now add the phone number to that new customer.
• When opening a customer from an order, it will no longer ask to update the ship to if they had not edited the customer.
• Audit trail now tracks posting/unposting receivables. Added audit trailing to the sales tax form.
• Fixed: purchasing agent will no longer show discontinued items.
• The “returned payment” button is now bound to a security setting so the average user cannot press it. (Also moved it away from the “receive payment” button to stop accidental presses.)
• General assembly form will no longer ask to update the sales price. It should always update.
• Added an “Insert Duplicate Bundle” button to the line item options, and made the “Insert Duplicate Line” button handle builds properly.
• When emailing a debit memo, the subject line will now read “Debit Memo…” rather than “Purchase Invoice…”
• Added the F6 customer search to receivables and prepayments, and removed the popup when applying the amount paid on a receivable.
• Did a general speed overhaul to the quote/order/invoice forms: especially when adding/editing detail lines. Almost completely removed flashing when entering new lines.
• New users will now default to using the website for trim drawing.
• Removed references to TotalAccessEmailer, now that we have completely transitioned to Paradigm Email.
• Overhauled customer contacts and sites: users are now able to select a contact for each order.
• Fixed bug that allowed a user to add a new class without having any tax codes assigned to it. (this caused any items assigned to the class to be completely nontaxable).
• Removed confirmation when adding a new customer from the universal search.
• Changed customer ID creation behavior to ask for confirmation before creating, if the user had only entered the last name without the first name.
• Fixed: Attachments not carrying over from order to invoice.
• Fixed: Clicking the contact link, pressing ESC, entering a contact and closing it, puts the contact on the form but does not create it, causing a key error.
• Fixed: On quote/order/invoice form, after entering bundle code, focus was being set to the first product on the order instead of description on the line just added.
• Fixed: CTRL+G search for a customer did not enter edit mode properly: gave data-changed errors.
• Resolved data changed error after adding a bundle above a line on an order or invoice and changing a line below the bundle.
• Fixed the data changed errors: in split order form when selecting and deselecting bundles.
• Fixed: Splitting a bundle off of an order leaves the bundle line on the old order, as well as putting it on the new order.
• Changing a line to nontaxable now updates the totals at the bottom of the form immediately (quote, order, invoice).
• Fixed the issue with the contact not getting copied when converting quote to order.
• Paradigm will auto-generate contact IDs based off of the name.
• Double clicking in a order form’s customer notes will open an editable popup showing the full text.
• When adding a contact method, it allows giving a method and a label as well.
• When searching, if “Warning” is in customer notes result will show red.
• While searching, account balances will show based on a users security permissions.