Release Notes for version 184.108.40.206
AP - CHECK PROCESSING - MANUAL CHECK ENTRY - Clicking "preview" and "print/post" duplicates the API, APT, JT when post a new check
In some instances, if the clerk clicked preview when printing a check then print post. The check and its associated entries would duplicate in the API, APT, and JT when it posted.
AP - PRINT 1099 FORMS, Correct program for MISC and INT printing
Corrected an issue with 1099 printing for M and I types.
AP - CHECKING PROCESSING - MANUAL CHECK ENTRY, GL Distribution tab shows wrong numbers
Corrected an issue whereby there could be multiple invoices with discounts entered/selected for the manual check and only the first discount was being recognized. This issue also caused the GL Distribution on the check to be improperly written.
AR - ACCOUNTS RECEIVABLE - PRINT AR STATEMENTS, Remove email option from Preview ribbon
When generating statements the preview form incorrectly included the email button when it should not have. The button has been removed from the preview. To email statements use the email pdf option from the selection form.
API - Duplication & "not sync" issues for child opcodes in Coordination.
Corrected an issue when adding additional child op codes whereby previous child op codes for the same parent would get duplicated in the Coordination module.
FM - CUSTOMERS, Update Customer and Alternate address groups
The Customer Maintenance form has been updated as noted below;
* Renamed the "Customer Information" group to "Shipping Address".
* Renamed the "Alternate Address" to "Billing Address".
* Changed the Use "Alternate Address" flag's label to "Use Billing Address"
* Updated the "Billing Address" information to mirror the "Shipping Address" for all address lines, phone numbers, and included "Company Name"
* Added a "Same as Shipping" button to the billing address group that when clicked will copy the shipping address group's information to the billing address group. Warning clicking this button will overwrite all information in the billing address group with no prompt. If Clicked by accident simply click Undo or Clear and do not save when prompted.
FM - CUSTOMERS - POS / ORDER ENTRY TAB, Add grid for Order Entry alternative addresses
A new feature has been added to the Customer record's POS/Order Entry tab that allows for adding multiple alternative shipping billing addresses. There is now a grid on the tab that will allow direct entry and maintenance of the grid from the Customer Maintenance form as well as updating from the Order Entry form. The grid is utilized for Order Entry only, and its purpose is for storing multiple addresses when the customers on the Order have multiple ship to and bill to addresses. The address data cannot be reported on from Report Generator.
FM - VENDORS, Increase vendor name length to 50
As part of an ongoing update the Vendor name length in the vendor file has been increased to 50 characters. Over the next several releases the name length will be increased in AP for invoices and check printing. Other areas of the application will continue to display the first 25 - 30 characters. Standard and custom reports will now print the full 50 characters of the vendor name item, but can be truncated as needed to print less.
* Vendor name and Payment name on the form will be 50 characters
* Dictionary item NAME in the VM file is now 50 characters long and the descriptions are "Vendor Name".
* A new dictionary item "PAY.NAME" has been added, it is 50 characters and its descriptions are "Payment Name"
GL - JOURNAL TRANSACTIONS - ENTER JOURNAL TRANSACTIONS, Update the form's tab control and grid width.
Corrected the grid columns to properly display the minimum widths for all columns and not truncate the data displayed in them.
IM - ORDER ENTRY, Update form to display visual changes for Credit Limit and tax status
A new feature has been added to the Order Entry form to visually display the customer's credit status and tax certificate status.
***Capability is as below;
Once a Ship To or Bill To customer has been added to the order;
*If either customer's credit limit is currently exceeded then the customer name field background will change to Orange and the label to the left will state "Over Credit Limit" in orange text.
* If either customer is currently flagged as in collections on their customer record the customer name field background will change to Red and the label to the left will state "In Collections"
* If the customer's tax id effective dates are blank or the expiration date has been exceeded the tax id field background will change to red, and the label will to the left will state "Expired"
The customer's credit limit must be defined and cannot be blank for the above to display over credit limit. A tax id must be defined on the customer record for the tax status to display. Reminder the changes are visual warnings only and do not stop the clerk from processing the order.
IM - ORDER ENTRY, Update Ship To / Bill To tabs with all CM contact address and Phone information
The Ship To and Bill To customer tabs on the Order entry form have been updated to include all address lines and phone numbers. The information will populate from the associated customer records and can be maintained as alternative addresses as well when the Save Add flag is ticked.
IM - ORDER ENTRY - SHIP TO / BILL TO, add capability to Select and Store alternative addresses
Additional capability to select alternate addresses / Phones from the Ship to and Bill to customer records as well as saving addresses / Phones entered on the order for the customers has been added.
***Capability is as below.
Once an order has been started and Ship To / Bill To customers have been added;
* The clerk can update either address to one of the alternate Order entry addresses / phones defined on the customer's record.
* Make a change to either address / phones or type in a completely new information for either and then tick the Save Add flag beside Address Line 3 for that customer to write the new changes to the Order Entry Alternative Addresses grid on the customer record.
IM - ORDER ENTRY, add "Printed" visual indicator to order form
When an order has been printed for Pick Lists and Quotes the Order Entry form will now display the word "Printed" beneath the POS Id field in large green font. If the order/quote is cleared and later recalled it will automatically appear to remind the clerk that it has been previously printed.
IM - Purchasing - PO Entry - Special Orders are not Updated Correctly when the same Work Order that has the Part Order deleted is then Added back
In some instances, if the clerk added a special order to a PO for a work order. Then delete the work order and later added it back to the same part number. The reference would not get updated as expected on the work order and the special ordered part would never get delivered to the work order when it was received.
IM - PURCHASING - INVENTORY RECEIVING, Extended Cost can be added for 0 quantity received items
Corrected an issue to disallow access to the extended cost cell on a receiver if there is no received quantity for that part.
IM - PURCHASING - VENDOR RETURNS, cannot return a non-inventory part that is not defined in params
Corrected an issue with Vendor Returns not allowing a non-inventory part that is not defined in parameters to be returned.
IM - ORDER ENTRY, when enter a manufacturer part number in Order Entry, "superseded parts" selection window not pop up
In some instances, if the clerk entered a manufacturer part number that was attached to a part that had been superseded. The part's supersession chain would not appear for selection.
IM - PURCHASING - PO ENTRY, Comments not cleared after save
Corrected an issue whereby once comments were saved on a purchase order they could not be removed later.
IM - ORDER ENTRY, print preview landscape layouts display in portrait
Corrected an issue with previewing landscape layouts not displaying as expected. The layout will now display in full when it is in landscape orientation.
IM - Order Entry - Default Shipping and Default Receiving Prompts
Corrected an issue with the default shipping and receiving methods not working as expected for Order Entry.
IM - Order Entry - Invoice prints incorrect ordered quantity when system not set to consolidate parts
When the POS parameters are not set to consolidate like parts and the Invoice layout being used prints the ordered, shipped, backorder quantities from the order instead of the invoice's quantities the layout incorrectly prints the same ordered quantity for the same part number instead of the line quantity for the part number.
MM - SLIP FUNCTIONS - LIST ALL SLIPS - The tab text of LIST ALL SLIP is "Reports - Wasted Slip Report"
Corrected the text on the report generator tab when printing the List All Slips report to state "List All Slips"
MM - BILLING FUNCTIONS - PROCESS STORAGE BILLS, the first payment amount is wrong when there are multiple installments
When processing storage bills for certain bill codes that have installments the first payment amount would not always be correct.
NS - ELAVON CC PROCESSING, Add integration to Elavon for CC processing in Ops
Elavon Credit Card processing has been added for Credit and Debit transaction processing only.
The integration DOES NOT include Tip processing, Gift, Loyalty or ACH. For additional information on the integration please contact firstname.lastname@example.org
NS - DICT AR - LIST.FORMATS, Reference and source columns truncated. Trap for release
The DataLister grids for the AR > Inquiries > Customer Balance, inquiries were truncating the Reference and Source column information to 9 characters when instead it should have been 15 characters.
POS - FUNCTIONS - Paid In and Paid Out Cancel Button does not cancel transaction
The cancel button will now cancel the Paid Out and Paid In entry and clear the form as expected.
POS - "Point of Sale has stopped working" message pops up when update POS
In some instances, during the upgrade process to a new version the Point of Sale upgrade would complete then display a message "Point of Sale has stopped
POS - Printing batch fails when there are many pay types
If the Point of Sale batch contained more than 9 pay types in it and then the batch report was printed. The print job would fail with the error "No Document Supplied"
POS - Discount in TPOS full size layout report is the discount per item
Corrected an issue with the layouts below not displaying the extended discounts in the totals section as expected.
SM - MAINTENANCE FUNCTIONS - CONTRACT UNIT EXCHANGE - The Serialized Units are not being Updated when Items on Packaged Units are Exchanged
In some instances, when exchanging serialized units, the package items associated with the units were not getting updated as expected.
SM - PROSPECT FUNCTIONS - PROSPECTS - SERVICE TAB and STORAGE TAB, function keys not able to invoke the maint forms
Corrected an issue with the F8 function key not working for the Service and Storage tabs.
The F8 key only works for service and storage invoices, it does not open Wait Lists those will need to be accessed by opening the Waitlists form in Marina Management.
SM - SALES FUNCTIONS - CONTRACT MAINTENANCE - MAIN TAB, F8 not bringing commission worksheet in "Sales Person" field
Corrected F8 will now work as expected.
SM - PURCHASING - PURCHASE ORDERS - PURCHASE ORDER DETAIL, typing a model option id and pressing enter moves to top row description
When manually entering options onto a model if the clerk pressed enter to move to the next row the focus instead returned to the top row of the grid.
SM - PROSPECT FUNCTIONS - PROSPECTS, enter should default the sales rep on follow up sub-tabs
Corrected an issue when pressing enter on the follow up grids in prospect maintenance where by the Prospect's assigned sales person was not defaulting as expected when entering next actions on the follow up tabs.
SM - PROSPECT FUNCTIONS - PROSPECTS, delete prospect does not remove PS id from attached CM record
When a prospect that had, an attached customer was deleted. The customer record was not updated and the deleted prospect id remained on the customer record.
SM - SALES FUNCTIONS -CONTRACT MAINTENANCE - FINANCE INFO TAB, F&I Comments cannot be saved
Corrected an issue with the F&I comments not saving on a contract as expected.
SM - SALES FUNCTIONS - CONTRACT MAINTENANCE - REFUNDS AND FORFEITS, refunding a deposit from Cash Receipts removes deposit information from Contract.
Corrected several issues from all modules that generated deposits in cash receipts whereby if the clerk processed the credit card deposit and then later reversed the cash receipts entry from cash receipts. The deposit entry and its refund entry would be removed from the source document. (Contract, Work Order, etc.) The data remained in the cash receipt batch however.
WO - Integration - Add operation does not always sync to Coord.
Corrected an issue whereby in certain instances a work order's operations would not always sync as expected. Once the link was broken any new operations would never sync for the work order.
WO - MAINTENANCE FUNCTIONS, Bar code scanning not working for charges forms
When entering time in the Time Cards and Time Clock form if the clerk scanned the operation's barcode from the Service.Request layout the work order id and operation code were not filled in as expected.
WO - MAINTENANCE FUNCTIONS - SUBLET CHARGES, Sublet order cannot be removed by clicking "Remove Charge" button
In some instances, after upgrading to 220.127.116.11 if the clerk attempted to remove a sublet charge that had not been attached to an AP invoice the application would not allow the removal. This has been corrected.
WO - MAINTENANCE FUNCTIONS, Add Summary and Forecast to menu,
The sub menu items for the opcode's summary and forecast have been added the Maintenance Function menu as Operation Summary and Operation Forecast. These items work and display the same as from within the work order.
SA - UserGroup Maintenance - UserGroup Maintenance Form cannot Combine Security for two Customers
Corrected issues with assigning security for combining Customer, Prospects, and Vendors, all work as expected now.